Hey Jeff,

Harold gave me a nudge asking that I speak to the origin story for the Open 
Space Institute - US. I found a short summary written in early 1998 about how 
we got started, called “A Little History”. Others who were there, please chime 
in! 

I’ve also shared an article 
<http://peggyholman.com/wp-content/uploads/2010/06/Forming-OSI.pdf> that I 
wrote in 1997 (!!) as we were getting started for those who are interested in 
some of the questions we asked back then.


Peggy


A LITTLE HISTORY

The Open Space Institute got its start in the US when Harrison Owen came for a 
visit to Seattle in the summer of 1996 [Note: I believe that Harrison's visit 
was part of an around-the-world tour, where he had similar conversations about 
starting an institute with folks in Toronto, Canada and Melbourne, Australia. 
So three institutes sprung up within a month of each other].  Harrison proposed 
the idea of an institute to support the growth of the Open Space community.  We 
thought this was a great thing to do.  Someone at the table said they thought 
it would cost about $700 for us to incorporate as a non-profit.  Since there 
were 10 of us present, that meant if we each put out $70, we'd have the funds 
to do it.  Thus was born our wholly spontaneous and grass roots approach to 
fund raising and our $70 membership fee [Which was long ago replaced with a 
pay-what-you-can approach.].  We were incorporated on July 25, 1996 in 
Washington state.  On July 16, 1997, a year later, we received our 501(c)3, tax 
exempt status from the IRS.

With all that legal stuff out of the way, we were positioned to begin the real 
business of the institute.  During the 1996 Open Space on Open Space, we asked 
people what they wanted from the OSI.  What they told us was they wanted a 
place for:

            Mutual Support and Connection

            Mentoring and Being Mentored

            Learning and Research.

 

This has translated into activities that are in various stages of forming 
around:

           Education and Training in OS

           Publishing

           "Clearinghourse" to connect with people and ideas (e.g., the web 
site, the e-mail list, contacts)

           Research

These are the core activities around which we expect to build the institute.

We currently have 72 members, $2,250 in funds, and a lot of promise.

 


******************


At http://peggyholman.com/wp-content/uploads/2010/06/Forming-OSI.pdf 
<http://peggyholman.com/wp-content/uploads/2010/06/Forming-OSI.pdf>


FORMING THE OPEN SPACE INSTITUTE
 
Open Space Technology came into being in 1985. Since that time, it has spawned 
several books, many training classes, and attracted somewhere between 3,000 and 
5,000 practitioners (and who knows how many participants) throughout the world. 
All this with the support of one man and the help of a handful of close friends 
and colleagues.
 
The Open Space Institutes of Canada and the United States began life not as a 
new idea but as a way to sustain and grow what has come before. The people 
involved with forming the institutes began with a challenge: to evolve around 
the essence of Open Space.
 
The purpose of this article is to share what I, as a co-creator of one of the 
Open Space Institutes (OSI), have learned about sustaining Open Space in a new 
venture. It includes some of the story of what we’ve begun and how we are 
approaching it. My secondary purpose is to interest you in joining us as we 
continue to invent the Open Space Institute.
 
So join me for a moment to imagine what’s possible: think of a community 
dedicated to nurturing the growth of human spirit in action. Imagine having 
access to a global network of support; an expanse of knowledge, possibilities, 
experience, mentoring,… a home which is always open to you…a safe space to 
exercise your wildest ideas. An Open Space Institute that holds many 
contradictions: unbridled energy and spirit and a supportive, safe space; the 
uniqueness of each individual and the alignment of a community working 
together. If this picture attracts you, then read on as the adventure unfolds…
 
What have I learned about sustaining Open Space?
 
Stay close to the essence: it keeps spirit and momentum alive
 
What is the essence of the Open Space Institute? Our articles of incorporation 
put it this way:
We believe that inspired (inspirited) behavior can be an everyday experience 
and that humanity is limited largely by its perceptions of the possible. We 
intend to grow that sense of possibility and make it a reality by focusing on 
three fundamental areas: learning, research and practice:
§  Expanding the learning and practice of self-organizing communities.
§  Understanding and integrating what sustains self organizing communities.
§  Using Open Space principles in creating and sustaining the Open Space 
Institute.
 
Perhaps my first and most vital learning is that staying close to the essence, 
the intention that inspires us, is vital. We find that every time we drift from 
what the Open Space Institute personally means to each of us, our desire to 
invest any time or energy in making it happen dissipates. We discovered this 
through our early meetings on incorporation. As a person schooled in "good 
meeting practices," I’d prepare an agenda full of things to discuss, decisions 
to make, and we’d "slog" our way through, leaving everyone exhausted by the end 
of the session. There had to be a better way! So I swallowed hard, let go of a 
pre-set agenda and asked, "What has real vitality and meaning to us?" Here is 
an excerpt from our reflections on that question:
 
Let us make the primary purpose of our time together the renewal of our spirit 
and commitment to what OSI is about. This is a time of restoring energy by 
focusing on our relationship to our purpose and to each other.
 
This has a variety of implications. It puts a great deal of responsibility on 
sub-teams to get things done. It means using a different vehicle for keeping 
everyone informed. Our thought is to heavily use e-mail for this purpose. It 
takes a "leap of faith" by each of us that things will get done. It also means 
trusting that those areas needing the whole group’s attention will naturally 
emerge in our meetings since they are important to the people who are there.
 
The result? We are discovering that simple rituals of relationship, such as 
checking in and checking out, provide the form to "hold" the spirit of the 
community. We begin every session with a check-in on what draws us here - what 
has heart and meaning to each of us right now. We end each session with a 
check-out on how we’re feeling about the process and our progress. This has 
consistently led to conversations that not only cover more than we would have 
with a formal agenda, but leaves each of us energized and our connection to 
each other renewed.
 
Pay attention to Basic principles: they define the character of the organization
 
Open Space Technology makes four principles and one law explicit. These 
principles, coupled with the intention or theme of the session, form the 
boundary conditions that give an Open Space event its organization. Stating 
them is part of the ritual of beginning an Open Space meeting:
§  Whoever comes is the right people;
§  Whatever happens is the only thing that could have;
§  When it starts is the right time; and
§  When its over, its over.
The law of two feet says to take responsibility for what you care about; if you 
are neither contributing nor adding value where you are, use your two feet and 
go somewhere else.
 
While these principles continue to shape the OSI, we are applying some other 
principles that are implicit in Open Space. By naming them, they help us hold 
the space claimed by the OSI across time and distance; beyond a single event. 
They are:

Inclusion is our lifeblood
Three stories illustrate different aspects of this principle.
 
The Need for New Generations
This year marked the fourth annual Open Space on Open Space (OSonOS). There 
were over 60 people in attendance, some of whom have worked with Open Space 
Technology since its beginning, some for a few years and some who were in Open 
Space for the first time. Many "old timers" hadn’t come back this year. In 
several conversations, people reflected on why this was so. The year three 
OSonOS had few newcomers, so it was mostly the same people having the same 
conversations with each other. For many, it had very little life. What those 
who did return were noticing this year, was that a "new generation" had 
arrived. They brought "old questions," which gave new purpose to long time 
practitioners, who acted as mentors. The new comers also brought new ideas and 
perspectives into the mix. This served as a very graphic reminder of the 
obvious: without new generations, there is no continued life.
 
Who Do We Think We Are?
Here we were, a handful of relative new comers to Open Space, having formed an 
institute without the involvement of many who have been part of OS since its 
beginning. Our challenge: to make the institute theirs as much as it was ours. 
We held conversations on "What would an Open Space Institute mean to you?" and 
"Staying Connected: holding space for the Open Space Community" and other 
related topics.
 
Through these conversations, the purpose of the OSI became clearer:
§  a space for mutual support and connection
§  a space to mentor and be mentored
§  a space for learning and research.
 
It also set the focus for the OSI’s next step -- get the word out: broaden the 
community. Our challenge is to create ways for everyone who cares to to 
participate. This led to two priorities:
get a Web site established and get a mass mailing out to invite the known 
community of Open Spacers in. Once again, it reminded us that Open Space is 
fundamentally about inclusion, we sustain ourselves by constantly inviting 
people in.
 
A Tale of Two Institutes: Diversity is a blessing
At the same time we were forming the OSI in Seattle, another group was forming 
the Open Space Institute of Canada. The seeds of competition were present as we 
compared notes on how differently we’d approached our start-up. Yet, as we 
talked, we found we both had interest in answering many of the same questions: 
What did people want from the institute? How can we keep the OS community 
connected? How can we foster learning and research? How can we do a better job 
of training new facilitators? It became clear to us that starting with two 
affiliates was a blessing in disguise: there would never be a single "center." 
In the spirit of inclusion, our mutuality of intention would guide what we do 
together and where one or the other would take the lead.

Giving is our legacy
 
Harrison Owen, the creator of Open Space managed to grow the practitioners of 
Open Space to approximately 3,000 people. That was a lesson to us on the value 
of generosity of spirit. When people spoke of the role of the OSI, many 
expressed the desire to pass on to others what they had learned, just as 
Harrison had supported them in learning about the power and use of Open Space.
It was Harrison who suggested the formation of the OSI. It is now his challenge 
to "let go of his baby." He has figuratively stepped from the center of the 
circle to join his colleagues on the circle’s perimeter. The tradition of 
giving is at the heart of our founding.

Less is more is our work ethic
 
When the practice of Open Space first began, early practitioners, used to 
elaborating on a good idea, wanted to embellish it. Harrison Owen would always 
caution, "less is more; what can we take away and remain true to the spirit of 
what we are doing?" Thus, we strive to "keep it simple," by constantly 
reminding ourselves of the essence of whatever we do.
 
The genius of Open Space is that it puts no structure on the content; the form 
is entirely shaped by intention and principle. This is probably the most 
challenging part of forming the OSI. An institute implies stability and order. 
We seek to re-invent "institute" as an adaptive structure; a continually 
emerging community expanding itself through learning and action.
Someone has to "hold the space:" otherwise its just another good idea before 
its time
 
When an idea does not yet belong to everyone, it requires at least one person 
to keep investing time and energy. This includes the mundane stuff of setting 
meeting times, putting out meeting minutes to help those at a distance stay 
connected to the conversation. Ultimately, if the idea is viable, others "catch 
the spirit" and activity starts happening in many places.
 
I have learned that while many think the idea of an Open Space Institute is a 
good one, its only a few who have an interest in creating and holding the 
space. If one or two of us were distracted, its not clear that the OSI would 
continue. Open Space teaches us that organizations run on passion and 
responsibility. How this moves from one to many is a lesson we are still 
learning.
 
Peggy Holman is a co-founder of the Open Space Institute. She also works for 
Weyerhaeuser Company as a Quality Director, supporting communities of knowledge 
workers in changing the way they work. If you want to know more about the Open 
Space Institute, contact Peggy Holman at (206)643-6357, by e-mail at 
u...@openspaceworld.org <mailto:u...@openspaceworld.org> or visit the OSI web 
site at: www.openspaceworld.org <http://www.openspaceworld.org/>. We provide 
access to training, research, publications, special Open Space Technology 
events and contact with others interested in Open Space.
 
Draft of
Holman, Peggy, (1997, March/April), "Sustaining Open Space", At Work, p. 31-32.
 


_________________________________
Peggy Holman
Executive Director
Journalism that Matters
15347 SE 49th Place
Bellevue, WA  98006
425-746-6274
www.journalismthatmatters.net
www.peggyholman.com
Twitter: @peggyholman
JTM Twitter: @JTMStream

Enjoy the award winning Engaging Emergence: Turning Upheaval into Opportunity 
<http://www.engagingemergence.com/>









> On Jul 18, 2016, at 4:13 PM, Jeff Aitken via OSList 
> <oslist@lists.openspacetech.org> wrote:
> 
> Some q's come to mind...
> 
> What's the origin story of the OS Institute? What flash of insight gave birth 
> to an organization to meet a need? What was the need?
> 
> Blessings
> Jeff
> 
> 
> On Jul 18, 2016 4:05 PM, "Harold Shinsato via OSList" 
> <oslist@lists.openspacetech.org <mailto:oslist@lists.openspacetech.org>> 
> wrote:
> Thanks Harrison!
> 
> Great wisdom... if you could invite people into living questions you might 
> encourage us to enjoy - what might those be?
> 
> Inferring from your response - I'll guess at a few living questions...
> 
> ?How can I/we do as little as possible?
> ?How can I/we be fully present, but basically invisible?
> ?How can I/we have fun opening space - whenever, wherever, however, with 
> whomever, about whatever as often as I/we can?
> 
> Anything else?
> 
>     Thanks!
>     Harold
> 
> 
> On 7/18/16 3:41 PM, Harrison Owen wrote:
>> Harold – I love your intensity and focus! And -- I have a few suggestions 
>> for your “practical questions” (How can the OSI-US best support our 
>> community?
>> How can we best work together with the community to co-create a broad and 
>> diverse circle of people holding space for open space?)
>> 
>>  
>> 
>> Do as little as possible.
>> 
>> Never work harder than you have to.
>> 
>> Be present, but basically invisible.
>> 
>> Remember the 5 Principles
>> 
>> Practice The Law of Two Feet
>> 
>> Have fun.
>> 
>>  
>> 
>> That ought to do it. At least it always worked for me. J
>> 
>>  
>> 
>> Harrison
>> 
>> 
>> PS – and if you need something more specific – Just open space whenever, 
>> wherever, however, with whomever, about whatever, as often as you can.
>> 
>>  
>> 
>>  
>> 
>> From: OSList [mailto:oslist-boun...@lists.openspacetech.org 
>> <mailto:oslist-boun...@lists.openspacetech.org>] On Behalf Of Harold 
>> Shinsato via OSList
>> Sent: Monday, July 18, 2016 5:11 PM
>> To: OSLIST
>> Subject: [OSList] Renewing the Mission of the Open Space Institute U.S.
>> 
>>  
>> 
>> Dear People of Open Space:
>> 
>> The Open Space Institute of the U.S. has been "holding space for open space" 
>> since at least 1997. It's origins lie in the summer of 1996, 20 years ago. 
>> In the beginnings, there were many serious conversations in the community as 
>> to the role and mission of such an institute, and that role has certainly 
>> evolved over the years. The board has determined it is time for us to 
>> revisit our mission and role, and especially to invite and trust the rest of 
>> the community refresh and renew our purpose.
>> 
>> Rather than have a mission statement, we hope instead to have a mission 
>> question. Or series of questions. What are the most valuable and alive 
>> questions for our community right now, and for the foreseeable future?
>> 
>> To start the "question storming", here are some questions that have been 
>> reportedly asked deeply within our community in the early days:
>> 
>> What is Open Space Technology?
>> What is Open Space?
>> What is Space?
>> 
>> And here are some practical questions that would help guide the OSI-US's 
>> operations:
>> 
>> How can the OSI-US best support our community?
>> How can we best work together with the community to co-create a broad and 
>> diverse circle of people holding space for open space?
>> 
>>     Thanks!
>>     Harold Shinsato
>>     on behalf of the Board of the Open Space Institute, U.S.
>> 
>> -- 
>> Harold Shinsato
>> har...@shinsato.com <mailto:har...@shinsato.com>
>> http://shinsato.com <http://shinsato.com/>
>> twitter: @hajush <http://twitter.com/hajush>
> -- 
> Harold Shinsato
> har...@shinsato.com <mailto:har...@shinsato.com>
> http://shinsato.com <http://shinsato.com/>
> twitter: @hajush <http://twitter.com/hajush>
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