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The History and Evolution of the
Graphic Facilitation / Recording Field

by Christina Merkley

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The Embryonic Environment: San Francisco Bay Area in the 1960 and 70s

The modern use of a visual approach to assist learning and group interactions heated up in the San Francisco Bay Area during the mid 1960s and 70s.  This area was a rich, intellectual environment where people from many different fields were breaking through to different levels of thought and understanding: architecture, film, social change theorists, the beginnings of computing and artificial intelligence – all sorts of people in this area were working on ways to help human beings learn and interact together more effectively. 

In the late 1970s facilitation itself began to emerge as a field out of the arbitration, mediation and negotiation arenas as the need for impartial leaders of group process (facilitators) became more and more apparent.

Michael Doyle and Peter Strauss, former architects, launched their Interaction Associates  (IA) consultancy and wrote the seminal ‘yellow bible’ for the budding facilitation field, called How To Make Meetings Work.  Their work was stimulated by research being funded in the education and social change realms, particularly a project called Tools for Change sponsored by the Carnegie Foundation and creativity work conducted by Stanford Research Institute (SRI). 

At the heart of Doyle & Strauss’ work, they advocated the creation of ‘facilitator’ and ‘recorder’ teams to manage the personal dynamics and thinking of groups.  Believing that people learned best when facilitated to focus on one thing at a time and working on it in a logical sequence, they pushed for the creation of extensive visual documentation, which they called ‘group memory’:

“The human brain is essentially a massive parallel processor.  But for a group to work together, the group brain needs to be a serial processor.  The group memory is the consciousness thread that is used to keep the group focused on working on one thing, and working on it in a logical sequence.  Group memory is the stuff you post on the walls or otherwise collect where everyone can see it.  It is where you keep all comments, ideas, discussion, agreements, thoughts, votes and decisions, so each person can see what we’re talking about now.”
Group Memory: How to Make Meetings Work, Doyle& Strauss

At the time that Doyle & Strauss had set up shop in San Francisco, several other early pioneers were experimenting with the merits of visual approaches.  Geoff Ball and Doug Englebart of SRI had been years into a project examining ‘explicit group memory’.  Another former architect, Joe Brunon, created an approach called ‘Generative Graphics’ and an art and philosophy student from Stanford, Fred Lakin, began creating tools to assist the new visual experimentations (peg boards, magic marker holders, and a wall scroll that supported up to 16 feet of large butcher block paper … Lakin eventually moves into telephone and web facilitation technologies later in his career). 

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