deploy: b6a18ff

en/guides/consensus_process/index.html

@@ -172,12 +172,16 @@ <h3 id="key-points"><a class="header" href="#key-points">Key points</a></h3>
 <li>Governance board decisions where the board shows it is acting jointly, such as decisions on vision, policy, strategic planning and budget.</li>
 <li>AGMs and General Assemblies where members and stakeholders seek general agreement for major decisions, such as revisions to statutes, major transactions and the elections of directors or council members.</li>
 </ul>
+<p><strong>Typical roles:</strong></p>
+<ul>
+<li>Appoint a facilitator.  In board meetings this is usually the Chairperson.</li>
+<li>A quorum or supermajority of members to participate, as specified in the organization's statutes.</li>
+</ul>
 <h3 id="consensus-process-steps"><a class="header" href="#consensus-process-steps">Consensus process steps</a></h3>
 <ol>
-<li>You notice a problem or opportunity and take the initiative.</li>
-<li>State the problem or issue to be decided - start a Loomio <strong>thread</strong>.</li>
-<li>Prepare and present a proposal to test for consensus - start a <strong>Sense check proposal</strong>.</li>
-<li>Discuss, clarify and amend the proposal  - facilitate discussion in the thread.</li>
+<li>State the issue to be decided - start a Loomio <strong>thread</strong>.</li>
+<li>Present a proposal to test for consensus - start a <strong>Sense check proposal</strong>.</li>
+<li>Clarify any points, invite constructive modifications and amend the proposal.</li>
 <li>Test for agreement - start a <strong>Consensus proposal</strong>.</li>
 <li>Outcome - state the decision <strong>outcome</strong>.</li>
 </ol>
@@ -192,32 +196,32 @@ <h2 id="applying-the-consensus-process-on-loomio"><a class="header" href="#apply
 <tr><td>You notice a problem or opportunity and take the initiative.</td><td></td></tr>
 <tr><td><strong>State the issue to be decided</strong>  <br /><br />Provide background information and open a broad ranging discussion to build shared understanding. Look for emerging proposals.</td><td>Start a Loomio thread <br /><br />Name the topic of discussion in the thread title, and what you hope to achieve. <br /><br />Attach or link to background information. Invite people to ask questions, contribute information and write comments.</td></tr>
 <tr><td><strong>Present a proposal</strong> <br /><br />Test for consensus.</td><td>Run a <strong>Sense check proposal</strong>. <br /><br /><em>In the title:</em> Name the proposal. <br /><br /><em>In the proposal details:</em> Clearly frame the proposal and say why it is important.  Include any background information necessary and a link to the proposal.  <br /><br />Invite everyone to respond, and to do so before the proposal closes.</td></tr>
-<tr><td><strong>Amendment</strong> <br /><br />Discuss, clarify and amend the proposal</td><td>Facilitate discussion in the thread to address concerns and modify the proposal.</td></tr>
+<tr><td><strong>Amendment</strong> <br /><br />Discuss, clarify and amend the proposal. <br /><br />Seek to understand and resolve any objections. <br /><br />Invite people objecting to to propose a constructive and practical modification to the proposed decision or course of action.</td><td>Facilitate discussion in the thread to address concerns and modify the proposal.</td></tr>
 <tr><td><strong>Agreement</strong> <br /><br />Do you have an agreement?  Check for: <br /><br />Agreement: I support the proposal. <br /><br />Abstain: This decision does not affect me and I am happy with whatever the group decides. <br /><br />Disagreement: Something in the proposal needs to be changed before I can support it. <br /><br />Block: I have a fundamental disagreement with the proposal that cannot be resolved.</td><td>Run a <strong>Consensus proposal</strong> with the current proposal version. <br /><br /><em>In the title:</em> Name the decision to be made. <br /><br /><em>In the proposal details:</em> Present the proposal and invite people to vote. <br /><br />Include a clear statement of what agreement means, say 'for this proposal to pass, we need everyone to vote agree' or 'for this proposal to pass, we need 75% of members to agree'.  <br /><br />Ask participants to leave a vote 'Reason' - and if they do not agree to say why, and what needs to change for them to agree. <br /><br />Some organizations also use the Block (or veto) voting option. <br /><br />As voting progresses, respond to comments, post updates, close early, or let the proposal run to conclusion. <br /><br />Participants can <em>“change vote”</em> up to proposal close time, say in response to new information that arrives during voting.</td></tr>
 <tr><td><strong>Outcome</strong> <br /><br />State if agreement was reached and the decision that has been made. <br /><br />Implement the decision and plan actions to be taken.</td><td>Consider voting results and state the decision made. <br /><br />Summarize results of the process and say what will happen next. <br /><br />If results are inconclusive, you may choose to re-open the discussion and run a new proposal. <br /><br />The outcome statement is an important record of the decision for future reference.</td></tr>
 </tbody></table>
 <h2 id="example-of-a-consensus-process-on-loomio"><a class="header" href="#example-of-a-consensus-process-on-loomio">Example of a Consensus process on Loomio</a></h2>
-<h3 id="step-1-you-notice-a-problem-or-opportunity-and-take-the-initiative"><a class="header" href="#step-1-you-notice-a-problem-or-opportunity-and-take-the-initiative">Step 1. You notice a problem or opportunity and take the initiative</a></h3>
+<h3 id="step-0-you-notice-a-problem-or-opportunity-and-take-the-initiative"><a class="header" href="#step-0-you-notice-a-problem-or-opportunity-and-take-the-initiative">Step 0. You notice a problem or opportunity and take the initiative</a></h3>
 <p><em>Is the problem or opportunity is worth pursuing?</em> Vivien noticed it's time to review the Oatmilk Coop brand.</p>
 <p><em>Is there a decision to be made?</em> The governance board has responsibility to approve a new brand concept.</p>
 <p><em>Does it impact other people and your organization?</em> Brand impacts on the perception of the co-op and impacts everyone in the organization. </p>
-<h3 id="step-2-state-the-problem-or-issue"><a class="header" href="#step-2-state-the-problem-or-issue">Step 2. State the problem or issue</a></h3>
+<h3 id="step-1-state-the-problem-or-issue"><a class="header" href="#step-1-state-the-problem-or-issue">Step 1. State the problem or issue</a></h3>
 <p>Vivien starts a Loomio thread outlining the need to review the organization's brand, inviting participation to develop a new brand concept, and that the approval decision is to be made by the governance board using the consensus process.</p>
 <p><img src="consensus_step2_thread.png" alt="" /></p>
-<h3 id="step-3-present-a-proposal"><a class="header" href="#step-3-present-a-proposal">Step 3. Present a proposal</a></h3>
+<h3 id="step-2-present-a-proposal"><a class="header" href="#step-2-present-a-proposal">Step 2. Present a proposal</a></h3>
 <p>Vivien runs a Sense check proposal to survey opinions to see how people feel about key elements of the brand concept, and test for consensus.   The Sense check proposal lets people know a proposal is forming and encourages them to engage.  It's a good way to surface concerns.</p>
 <p><img src="consensus_step3_sensecheck.png" alt="" /></p>
-<h3 id="step-4-amendment"><a class="header" href="#step-4-amendment">Step 4. Amendment</a></h3>
+<h3 id="step-3-amendment"><a class="header" href="#step-3-amendment">Step 3. Amendment</a></h3>
 <p>When the Sense check proposal closes, Vivien states an outcome and notifies everyone about the results and what will happen next.
 Vivien facilitates a discussion to address concerns and modify the Brand Concept document.</p>
 <p><img src="consensus_step4_sensecheck_outcome.png" alt="" /></p>
-<h3 id="step-5-agreement"><a class="header" href="#step-5-agreement">Step 5. Agreement</a></h3>
+<h3 id="step-4-agreement"><a class="header" href="#step-4-agreement">Step 4. Agreement</a></h3>
 <p>Having completed the latest version of the Brand Concept document, Vivien is now ready to seek approval from the governance board by running a Consensus proposal.</p>
 <p><img src="consensus_step5_proposal_1.png" alt="" /></p>
 <p>Governance board members are invited to vote and approve the Brand Concept.  The board has previously agreed that proposals like this require &gt;75% of members to vote Agree for it to pass. </p>
 <p>The standard Consensus proposal includes the 'Block' voting option, however this can be removed if not appropriate.</p>
 <p><img src="consensus_step5_proposal_2.png" alt="" /></p>
-<h3 id="step-6-outcome"><a class="header" href="#step-6-outcome">Step 6. Outcome</a></h3>
+<h3 id="step-5-outcome"><a class="header" href="#step-5-outcome">Step 5. Outcome</a></h3>
 <p>When the Consensus proposal closes, Vivien states an outcome and notifies everyone that agreement has been reached, and that work to implement the new brand will commence. </p>
 <p><img src="consensus_step6_outcome.png" alt="" /></p>
 

en/print.html

@@ -732,12 +732,16 @@ <h3 id="key-points-2"><a class="header" href="#key-points-2">Key points</a></h3>
 <li>Governance board decisions where the board shows it is acting jointly, such as decisions on vision, policy, strategic planning and budget.</li>
 <li>AGMs and General Assemblies where members and stakeholders seek general agreement for major decisions, such as revisions to statutes, major transactions and the elections of directors or council members.</li>
 </ul>
+<p><strong>Typical roles:</strong></p>
+<ul>
+<li>Appoint a facilitator.  In board meetings this is usually the Chairperson.</li>
+<li>A quorum or supermajority of members to participate, as specified in the organization's statutes.</li>
+</ul>
 <h3 id="consensus-process-steps"><a class="header" href="#consensus-process-steps">Consensus process steps</a></h3>
 <ol>
-<li>You notice a problem or opportunity and take the initiative.</li>
-<li>State the problem or issue to be decided - start a Loomio <strong>thread</strong>.</li>
-<li>Prepare and present a proposal to test for consensus - start a <strong>Sense check proposal</strong>.</li>
-<li>Discuss, clarify and amend the proposal  - facilitate discussion in the thread.</li>
+<li>State the issue to be decided - start a Loomio <strong>thread</strong>.</li>
+<li>Present a proposal to test for consensus - start a <strong>Sense check proposal</strong>.</li>
+<li>Clarify any points, invite constructive modifications and amend the proposal.</li>
 <li>Test for agreement - start a <strong>Consensus proposal</strong>.</li>
 <li>Outcome - state the decision <strong>outcome</strong>.</li>
 </ol>
@@ -752,32 +756,32 @@ <h2 id="applying-the-consensus-process-on-loomio"><a class="header" href="#apply
 <tr><td>You notice a problem or opportunity and take the initiative.</td><td></td></tr>
 <tr><td><strong>State the issue to be decided</strong>  <br /><br />Provide background information and open a broad ranging discussion to build shared understanding. Look for emerging proposals.</td><td>Start a Loomio thread <br /><br />Name the topic of discussion in the thread title, and what you hope to achieve. <br /><br />Attach or link to background information. Invite people to ask questions, contribute information and write comments.</td></tr>
 <tr><td><strong>Present a proposal</strong> <br /><br />Test for consensus.</td><td>Run a <strong>Sense check proposal</strong>. <br /><br /><em>In the title:</em> Name the proposal. <br /><br /><em>In the proposal details:</em> Clearly frame the proposal and say why it is important.  Include any background information necessary and a link to the proposal.  <br /><br />Invite everyone to respond, and to do so before the proposal closes.</td></tr>
-<tr><td><strong>Amendment</strong> <br /><br />Discuss, clarify and amend the proposal</td><td>Facilitate discussion in the thread to address concerns and modify the proposal.</td></tr>
+<tr><td><strong>Amendment</strong> <br /><br />Discuss, clarify and amend the proposal. <br /><br />Seek to understand and resolve any objections. <br /><br />Invite people objecting to to propose a constructive and practical modification to the proposed decision or course of action.</td><td>Facilitate discussion in the thread to address concerns and modify the proposal.</td></tr>
 <tr><td><strong>Agreement</strong> <br /><br />Do you have an agreement?  Check for: <br /><br />Agreement: I support the proposal. <br /><br />Abstain: This decision does not affect me and I am happy with whatever the group decides. <br /><br />Disagreement: Something in the proposal needs to be changed before I can support it. <br /><br />Block: I have a fundamental disagreement with the proposal that cannot be resolved.</td><td>Run a <strong>Consensus proposal</strong> with the current proposal version. <br /><br /><em>In the title:</em> Name the decision to be made. <br /><br /><em>In the proposal details:</em> Present the proposal and invite people to vote. <br /><br />Include a clear statement of what agreement means, say 'for this proposal to pass, we need everyone to vote agree' or 'for this proposal to pass, we need 75% of members to agree'.  <br /><br />Ask participants to leave a vote 'Reason' - and if they do not agree to say why, and what needs to change for them to agree. <br /><br />Some organizations also use the Block (or veto) voting option. <br /><br />As voting progresses, respond to comments, post updates, close early, or let the proposal run to conclusion. <br /><br />Participants can <em>“change vote”</em> up to proposal close time, say in response to new information that arrives during voting.</td></tr>
 <tr><td><strong>Outcome</strong> <br /><br />State if agreement was reached and the decision that has been made. <br /><br />Implement the decision and plan actions to be taken.</td><td>Consider voting results and state the decision made. <br /><br />Summarize results of the process and say what will happen next. <br /><br />If results are inconclusive, you may choose to re-open the discussion and run a new proposal. <br /><br />The outcome statement is an important record of the decision for future reference.</td></tr>
 </tbody></table>
 <h2 id="example-of-a-consensus-process-on-loomio"><a class="header" href="#example-of-a-consensus-process-on-loomio">Example of a Consensus process on Loomio</a></h2>
-<h3 id="step-1-you-notice-a-problem-or-opportunity-and-take-the-initiative-1"><a class="header" href="#step-1-you-notice-a-problem-or-opportunity-and-take-the-initiative-1">Step 1. You notice a problem or opportunity and take the initiative</a></h3>
+<h3 id="step-0-you-notice-a-problem-or-opportunity-and-take-the-initiative"><a class="header" href="#step-0-you-notice-a-problem-or-opportunity-and-take-the-initiative">Step 0. You notice a problem or opportunity and take the initiative</a></h3>
 <p><em>Is the problem or opportunity is worth pursuing?</em> Vivien noticed it's time to review the Oatmilk Coop brand.</p>
 <p><em>Is there a decision to be made?</em> The governance board has responsibility to approve a new brand concept.</p>
 <p><em>Does it impact other people and your organization?</em> Brand impacts on the perception of the co-op and impacts everyone in the organization. </p>
-<h3 id="step-2-state-the-problem-or-issue"><a class="header" href="#step-2-state-the-problem-or-issue">Step 2. State the problem or issue</a></h3>
+<h3 id="step-1-state-the-problem-or-issue"><a class="header" href="#step-1-state-the-problem-or-issue">Step 1. State the problem or issue</a></h3>
 <p>Vivien starts a Loomio thread outlining the need to review the organization's brand, inviting participation to develop a new brand concept, and that the approval decision is to be made by the governance board using the consensus process.</p>
 <p><img src="guides/consensus_process/consensus_step2_thread.png" alt="" /></p>
-<h3 id="step-3-present-a-proposal"><a class="header" href="#step-3-present-a-proposal">Step 3. Present a proposal</a></h3>
+<h3 id="step-2-present-a-proposal-1"><a class="header" href="#step-2-present-a-proposal-1">Step 2. Present a proposal</a></h3>
 <p>Vivien runs a Sense check proposal to survey opinions to see how people feel about key elements of the brand concept, and test for consensus.   The Sense check proposal lets people know a proposal is forming and encourages them to engage.  It's a good way to surface concerns.</p>
 <p><img src="guides/consensus_process/consensus_step3_sensecheck.png" alt="" /></p>
-<h3 id="step-4-amendment"><a class="header" href="#step-4-amendment">Step 4. Amendment</a></h3>
+<h3 id="step-3-amendment"><a class="header" href="#step-3-amendment">Step 3. Amendment</a></h3>
 <p>When the Sense check proposal closes, Vivien states an outcome and notifies everyone about the results and what will happen next.
 Vivien facilitates a discussion to address concerns and modify the Brand Concept document.</p>
 <p><img src="guides/consensus_process/consensus_step4_sensecheck_outcome.png" alt="" /></p>
-<h3 id="step-5-agreement"><a class="header" href="#step-5-agreement">Step 5. Agreement</a></h3>
+<h3 id="step-4-agreement"><a class="header" href="#step-4-agreement">Step 4. Agreement</a></h3>
 <p>Having completed the latest version of the Brand Concept document, Vivien is now ready to seek approval from the governance board by running a Consensus proposal.</p>
 <p><img src="guides/consensus_process/consensus_step5_proposal_1.png" alt="" /></p>
 <p>Governance board members are invited to vote and approve the Brand Concept.  The board has previously agreed that proposals like this require &gt;75% of members to vote Agree for it to pass. </p>
 <p>The standard Consensus proposal includes the 'Block' voting option, however this can be removed if not appropriate.</p>
 <p><img src="guides/consensus_process/consensus_step5_proposal_2.png" alt="" /></p>
-<h3 id="step-6-outcome"><a class="header" href="#step-6-outcome">Step 6. Outcome</a></h3>
+<h3 id="step-5-outcome"><a class="header" href="#step-5-outcome">Step 5. Outcome</a></h3>
 <p>When the Consensus proposal closes, Vivien states an outcome and notifies everyone that agreement has been reached, and that work to implement the new brand will commence. </p>
 <p><img src="guides/consensus_process/consensus_step6_outcome.png" alt="" /></p>
 <div style="break-before: page; page-break-before: always;"></div><h1 id="simple-decision-process"><a class="header" href="#simple-decision-process">Simple decision process</a></h1>