methodatlas
Method guideFacilitation

Open Space Technology

A practical method guide: clarify prerequisites and materials, understand the complete process, and look up outputs, pitfalls, and stop criteria.

ComplexityHigh
Time0.5-2 Tage
Participants20-500+
FormatWorkshop
MaturityCanonical
Plan Open Space Technology
01

Prerequisite

What needs to be finished first

Complete firstConcrete subject

Set an urgent theme, open invitation, rooms, and time slots; prepare the proceedings repository.

Without a boundary the run becomes generic and untestable.
Complete firstAccess and participation

Facilitator · participants · hosts or session owners · scribe

Missing perspectives or access are made visible before starting.
02

Preparation

What needs to be ready before start

Materials

Guiding question, visible agenda, work surfaces, timer, and result repository

People / roles

Facilitator · participants · hosts or session owners · scribe

Pre-read

Set an urgent theme, open invitation, rooms, and time slots; prepare the proceedings repository. Prepare real cases, sources, and boundaries.

Time needed

Half a day to two days.

Setup

Create a workspace with Marketplace frame · Session proposals · Agenda · Session reports · Proceedings; keep example values separate from live data.

03

Core question

The one question this method answers

Which topics must participants put on the agenda themselves to act on the theme?

04

Flow

Phases with goal, actions, output and pitfall

Die Teilnehmenden setzen selbst Schwerpunkte, bilden dazu Sessions und wechseln dort dorthin, wo ihre Aufmerksamkeit am meisten Nutzen verspricht. So entsteht ein offenes Arbeitsfeld, in dem relevante Fragen statt vorgefertigter Programmpunkte die Energie lenken.

Open Space Technology · working structure

Fictional example

Fictional values are assigned to explicit method fields.

Open Space Technology · working structure
SessionTimeRoomHostWorking questionProceedingsNext step
Slots and capacityTrack session proposal with time, room, host, question, result, and follow-up.10:00ElbeLeaHow do we link slots to real warehouse capacity?Three bottlenecks, board photoPilot eight slots on 4 Nov, Lea
Express pickupTrack session proposal with time, room, host, question, result, and follow-up.11:15AlsterMuratWhich express cases justify interruption?Four case types and one open data questionReview 30 cases by 27 Oct, Cem
  1. 1. Time

    Slots and capacity
    10:00
    Express pickup
    11:15
  2. 2. Room

    Slots and capacity
    Elbe
    Express pickup
    Alster
  3. 3. Host

    Slots and capacity
    Lea
    Express pickup
    Murat
  4. 4. Working question

    Slots and capacity
    How do we link slots to real warehouse capacity?
    Express pickup
    Which express cases justify interruption?
  5. 5. Proceedings

    Slots and capacity
    Three bottlenecks, board photo
    Express pickup
    Four case types and one open data question
  6. 6. Next step

    Slots and capacity
    Pilot eight slots on 4 Nov, Lea
    Express pickup
    Review 30 cases by 27 Oct, Cem

All details are fictional.

Reference source · original teaching example

  1. 1

    Frame

    Marketplace frame

    Goal

    Marketplace frame: Explain the theme, invitation, available spaces, and hard time boundaries.

    Inputs for this step

    • Set an urgent theme, open invitation, rooms, and time slots; prepare the proceedings repository.
    • Guiding question, visible agenda, work surfaces, timer, and result repository

    Actions

    • Explain the theme, invitation, available spaces, and hard time boundaries.

    Output

    Marketplace frame

    Explain the theme, invitation, available spaces, and hard time boundaries

    Quality check

    Are theme, invitation, time boundaries, and law of two feet explained?

    Pitfall

    When the law of two feet is not explained, participants stay in the wrong sessions out of politeness. Explain the theme, invitation, time boundaries, and the law of two feet explicitly before the marketplace.

    Timing: Use the time needed within the overall frame; close the step only after its check passes.

  2. 2

    Proposals

    Session proposals

    Goal

    Session proposals: Participants propose sessions with title, question, and host.

    Inputs for this step

    • Marketplace frame

    Actions

    • Participants propose sessions with title, question, and host.

    Output

    Session proposals

    Participants propose sessions with title, question, and host

    Quality check

    Does each proposal have a title, working question, and accountable host?

    Pitfall

    When a proposal names only a title without a working question, interested people do not know what to expect. Require a title, a concrete working question, and an accountable host for every proposal.

    Timing: Use the time needed within the overall frame; close the step only after its check passes.

  3. 3

    Marketplace

    Agenda

    Goal

    Agenda: Place session proposals into time slots and rooms together.

    Inputs for this step

    • Session proposals

    Actions

    • Place session proposals into time slots and rooms together.

    Output

    Agenda

    Place session proposals into time slots and rooms together

    Quality check

    Is each proposal assigned to exactly one room and time slot?

    Pitfall

    When several proposals claim the same room or time slot, the start turns chaotic. Assign proposals to rooms and time slots together and visibly before sessions begin.

    Timing: Use the time needed within the overall frame; close the step only after its check passes.

  4. 4

    Sessions

    Session reports

    Goal

    Session reports: Participants choose and move between sessions based on learning or contribution, and document results.

    Inputs for this step

    • Agenda

    Actions

    • Participants choose and move between sessions based on learning or contribution, and document results.

    Output

    Session reports

    Participants choose and move between sessions based on learning or contribution, and document results

    Quality check

    Does every session create an accessible report with insights and open points?

    Pitfall

    When participants stay in a session out of politeness although they neither learn nor contribute, they waste everyone's time. Actively encourage moving on per the law of two feet and have every session documented.

    Timing: Use the time needed within the overall frame; close the step only after its check passes.

  5. 5

    Proceedings

    Proceedings

    Goal

    Proceedings: Publish session reports and consolidate next steps with owners.

    Inputs for this step

    • Session reports

    Actions

    • Publish session reports and consolidate next steps with owners.

    Output

    Proceedings

    Publish session reports and consolidate next steps with owners

    Quality check

    Are proceedings published and actions assigned an owner and date?

    Pitfall

    When session reports disappear after the day, insights and commitments are lost. Publish the proceedings promptly and assign every action an owner and date.

    Timing: Use the time needed within the overall frame; close the step only after its check passes.

05

Artifact

What comes out at the end

Sketch: what the artifact looks like

Open Space Technology · Topic MarketplaceParticipants bring topics, build a session marketplace, and work self-organized in parallel conversations
Open Space TechnologyThe visual shows guiding theme, topic conveners, session marketplace, law of two feet, parallel sessions, and proceedings.Create an open topic space where responsibility becomes the agendaThe group sets topics itself, freely chooses sessions, and documents what emerges from energy and concerns.hold the frameagenda emerges in the roomself-organizationdocumentGuiding themeimportant, complex, open enoughConvenersbring topics and take responsibilitySession marketplaceRoom AStrategyRoom BRisksRoom CActionsTwo feetgo where learning or contributionis possibleProceedingsbundle outcomes and next topics
Form

Proceedings with evidence, open points, owner, and review.

Versioning / ownership

Record date, owner, source state, and review date; preserve earlier versions.

Tool alternatives
  • Shared workspace
  • Guiding question, visible agenda, work surfaces, timer, and result repository
  • Versioned result repository

open-space-technology-working-template.md

Plan subject, participation, complete flow, and review.

Open Space Technology: Worksheet

Question

To be confirmed

Desired outcome

To be confirmed

Scope

Complete run Time: Half a day to two days.

Complete this worksheet on paper or in your own document during the work.

Preparation for this scope

Method setup

  • Materials: Guiding question, visible agenda, work surfaces, timer, and result repository
  • Roles: Facilitator · participants · hosts or session owners · scribe
  • Advance information: Set an urgent theme, open invitation, rooms, and time slots; prepare the proceedings repository. Prepare real cases, sources, and boundaries.
  • Overall time needed: Half a day to two days.
  • Setup: Create a workspace with Marketplace frame · Session proposals · Agenda · Session reports · Proceedings; keep example values separate from live data.

Prepare for the work steps

Frame: Marketplace frame

  • Set an urgent theme, open invitation, rooms, and time slots; prepare the proceedings repository.
  • Guiding question, visible agenda, work surfaces, timer, and result repository

Proposals: Session proposals

  • Marketplace frame

Marketplace: Agenda

  • Session proposals

Sessions: Session reports

  • Agenda

Proceedings: Proceedings

  • Session reports

Open Space Technology · working structure

SessionTimeRoomHostWorking questionProceedingsNext step
Slots and capacity
Express pickup
  • Slots and capacity: Track session proposal with time, room, host, question, result, and follow-up.
  • Express pickup: Track session proposal with time, room, host, question, result, and follow-up.

The blank worksheet contains prompts only.

Reference source · original teaching example

Frame: Marketplace frame

Expected artifact: Marketplace frame

Explain the theme, invitation, available spaces, and hard time boundaries

Entry:

...

  • Are theme, invitation, time boundaries, and law of two feet explained?

Proposals: Session proposals

Expected artifact: Session proposals

Participants propose sessions with title, question, and host

Entry:

...

  • Does each proposal have a title, working question, and accountable host?

Marketplace: Agenda

Expected artifact: Agenda

Place session proposals into time slots and rooms together

Entry:

...

  • Is each proposal assigned to exactly one room and time slot?

Sessions: Session reports

Expected artifact: Session reports

Participants choose and move between sessions based on learning or contribution, and document results

Entry:

...

  • Does every session create an accessible report with insights and open points?

Proceedings: Proceedings

Expected artifact: Proceedings

Publish session reports and consolidate next steps with owners

Entry:

...

  • Are proceedings published and actions assigned an owner and date?

Open questions and next steps

...

Method guide: https://methodatlas.meierhoff-systems.de/en/methods/open-space-technology/run-sheet

06

Example output

Concrete filled scenario, fictional example

Fictional example for orientation. Counts and timings describe this case and are not universal requirements.

open-space-technology-beispiel.md

Concrete filled scenario, fictional example

Fictional teaching example: Open Space Technology · working structure

SessionTimeRoomHostWorking questionProceedingsNext step
Slots and capacity10:00ElbeLeaHow do we link slots to real warehouse capacity?Three bottlenecks, board photoPilot eight slots on 4 Nov, Lea
Express pickup11:15AlsterMuratWhich express cases justify interruption?Four case types and one open data questionReview 30 cases by 27 Oct, Cem
07

Pitfalls

Recognize symptoms and steer against them

Quick overview, the full text is in the matching phase in the flow

  1. Marketplace frameWhen the law of two feet is not explained, participants stay in the wrong sessions out of politeness.View in phase
  2. Session proposalsWhen a proposal names only a title without a working question, interested people do not know what to expect.View in phase
  3. AgendaWhen several proposals claim the same room or time slot, the start turns chaotic.View in phase
  4. Session reportsWhen participants stay in a session out of politeness although they neither learn nor contribute, they waste everyone's time.View in phase
  5. ProceedingsWhen session reports disappear after the day, insights and commitments are lost.View in phase
08

Stop criteria

When to pause, resolve prerequisites, or choose another approach

Do not close “Marketplace frame” while this check remains open: Are theme, invitation, time boundaries, and law of two feet explained?
Do not close “Session proposals” while this check remains open: Does each proposal have a title, working question, and accountable host?
Do not close “Agenda” while this check remains open: Is each proposal assigned to exactly one room and time slot?
Do not close “Session reports” while this check remains open: Does every session create an accessible report with insights and open points?
Do not close “Proceedings” while this check remains open: Are proceedings published and actions assigned an owner and date?

Method after Harrison Owen. Curated with 1 sources.

Sources: Open Space Technology

Flow, timeboxes, and pitfalls are editorially curated practice recommendations based on the listed sources.

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