The more I think about it, the more I am thinking I would want to organize a collaborative learning event around Validation like the one I spelled out in the article “A Collaborative Learning Event I Might Run” in June.
A little caveat: I really burnt out on professional obligations last year and have just started to peak my head out. So, it may be a little harder to turn this mad scientist dream into a reality. However, I think it is worth putting out as a thought experiment.
Theme and Scope
I’ve written a bit about the challenges to quality, and these challenges provide a framework for much of what I think and write about.
More specifically drawing from the “Challenges in Validation” focusing on the challenges of navigating a complex validation landscape characterized by rapid technological advancements, evolving regulatory standards, and the development of novel therapies.
This event would ask, “How do we rise to the challenges of validation in the next decade, leveraging technology and a risk management approach and drawing from the best practices of ASTM E2500, GAMP5, and others to meet and exceed changing regulatory requirements.”
Intended Audience
I go to events, and there are a lot of quality people, OR risk management people, OR computer systems (IT and Q) people, OR engineers, OR analytical method folks, OR process development people. Rarely do I see an event that looks at the whole picture. And rarely do I get to attend an event where we are sharing and blurring the lines between the various silos. So let us break down the silos and invite quality, IT, engineers, and process development individuals involved in the full spectrum of pharmaceutical (and possibly medtech) validation.
This holistic event is meant to blend boundaries, share best practices, challenge ourselves, and look across the entire validation lifecycle.
Structure
Opening/Networking (1 hour)
As people arrive, they go right into a poster event. These posters are each for a specific methodology/approach of ASTM E2500, ISPE Baseline Guides, FDA’s Guidance for Process Validation: General Principles and Practices, ICH’s QbD approach, and GAMP5. Maybe some other things.
These posters would each:
Provide an overview of what it is and why it is important
Overview of methodology
What challenges it overcomes
Lessons that can be applied
Challenges/problems inherent in the approach
These posters would be fun to develop and take a good squad of experts.
After an hour of mingling, sharing, and baselining, we could move to the next step.
Fish Bowl Debate (45 minutes)
Having earlier selected a specific topic and a panel of experts, hold a fish bowl debate. This would be excellent as a mock-inspection, maybe of a really challenging topic. Great place to bring those inspectors in.
During a fish bowl, everyone not in the center is taking notes. I love a worksheet to help with this by providing things to look for to get the critical thinking going.
Future Workshop (1.5 hour)
Introduce the activity (10 min)
Ask participants to reflect on their present-day situation, write down all their negative experiences on sticky notes, and place them on the wall. (15 min)
Invite participants to list uncertainties they face by asking, “In your/our operating environment, what factors are impossible to predict or control their direction?” (5 min).
Prioritize the most critical factors by asking, “Which factors threaten your/our ability to operate successfully?” (10 min)
Based on the group’s history and experience, select the two most critical and most uncertain (X and Y). (5 min)
Create a grid with two axes—X & Y—with a “more of <— —> less of” continuum to represent the factor on each axis. For example, suppose new modalities are a critically uncertain factor for the X-axis. In that case, one end of the X-axis is many new modalities, and the other is no new modalities. Repeat for the Y factor and axis. For instance, if patent protection is a critical factor, one end of the Y axis is strong patent protection, and the other has no patent protection. Four quadrants are created. (5 min)
Break into four groups, and each group creatively names and writes a thumbnail scenario for one of the quadrants. (10 min)
The four groups share their scenarios briefly. 2 min. each
Participants fantasize about the desired future situation. How would the ideal situation be for them? At this stage, there are no limitations; everything is possible. Write on stick notes and apply them to the most likely quadrant. (10 minutes)
Do a n/3 activity to find the top ideas (enough for groups of 4-5 each) (3 min)
Explain the next activity (2 min)
Lunch (1 hour)
Open Space Solution (1 hour)
For each top idea, the participants vote with their feet and go to develop the concept. Each group is looking to come up with the challenge solved, a tool/methodology, and an example.
Review the Results of the Open Space Solutions (1 hour)
Each team presents for 5-8 minutes.
1-2-4-All (20 minutes)
Silent self-reflection by individuals on the shared challenge, framed as a question “What opportunities do YOU see for making progress on this challenge? How would you handle this situation? What ideas or actions do you recommend?” (1 min)
Generate ideas in pairs, building on ideas from self-reflection. (2 min)
Share and develop ideas from your pair in foursomes (notice similarities and differences).( 4 min)
Ask, “What is one idea that stood out in your conversation?” Each group shares one important idea with all (15 min)
Closing Commitment (5 min)
Where will this live? What comes next? Make a commitment to follow up electronically.
Networking
Spend an hour or so with drinks and food and discuss everything. Never enough socialization.
As I discussed in “A CoP is Collaborative Learning, not Lecture,” it is past time to stop treating professionals as college kids (it is also past time to stop teaching college kids that way, but another subject). Lectures have their place. There is undoubtedly a high need for information transfer events (but even these can be better structured), and there will always be a need for GAMP5 workshops, training courses, and webinars on a specific topic.
I’ve written in the past some ways I prefer to structure professional engagements, such as poster sessions and an unconference. I have demonstrated some ways I think we can do this better. So, let’s turn our attention to what a better GAMP5 community of practice session could look like
We aim to connect, communicate, share, collaborate, and dialogue. So, what would a six-hour event look like?
Noon to 1:00—Networking and poster session. We have a lot of introverts in this industry, so help folks connect by doing it in a structured way. Posters are excellent as they can serve as a springboard for conversation. All the presentations that started about ISPE and GAMP5, what the GAMP5 plans are for the next two years, and current regulatory trends are posters.
1:00-2:00—Think-Pair-Share: There will be three rounds of 15 minutes each, each with a different topic. Each participant will have an 11×17 piece of paper to take notes of the other person’s thoughts. Post.
2:00 to 2:30: Review thoughts, brainstorm a theme, and propose.
2:30 to 2:45: N/5 voting for top themes
2:30 to 3:30 – Mock audit, fishbowl style. Deep dive on a particular issue, audit style.
3:30 to 4:30 -Unconference-style breakouts of the themes. Each working group comes out with a hand-drawn poster (or more based on how productive the group is)
4:30 to 5:00 – Present ideas
5:00 to 6:00 – Network, discuss ideas. Add to them.
Hit the bar/restaurant.
Publish the results, and continue to work on the online forum.
A good session starts with pulling people out of their comfort zone and getting the energy level right. When building the Unconference agenda I planned for there being people I didn’t know (and I’ve been proven right!). As a facilitator I always want to get people on the right track, and for this introduction I want to go fast so I planned two activities:
Draw the neighbor and share. Okay I am the worst at drawing. Think of how bad you are, and I am worse – stick figures are hard to get right. But I love drawing icebreakers for the simple reason that they help get us in a fun place and out of day-to-day. The folks who come to the Unconference are giving up their Saturday and I want to let them at once know this will not be business as usual.
Ridiculous “How Might We”: Start with the funny and ridiculous and you prime the pump and let folks know that we are going to be safe and creative today.
Back of the Napkin
Break into teams of 3 people and answer the question “What does Team Excellence look like” and write/draw it up on the back of a napkin. This allows us to introduce ourselves, and do some networking while at the same time starting to grapple with the core question of the day (and of the Team and Workplace Excellence Forum!)
The back of a napkin is already associated with Aha moments and inspiration. This informal exercise helps combat people’s instincts towards worrying about whether they can draw, have the “perfect” solution to the question, and other worries that can crop up if we were to use something more formal. This game is meant to inspire conversation and ideation – two things I’m really looking forward to.
Open Space Technology
The heart of an Unconference. Harrison Owen described this methodology in his book Open Space Technology: A User’s Guide. This process is a good match, and I’m pretty excited about this as an experiment. Owen set forth five reasons to use Open Spaces:
There is a genuine business issue: I feel a real urgency around the ASQ’s Team and Workplace Excellence Forum (perhaps the ASQ in general). There is a buring platform of building better culture in our organization, and it is coupled with a person feeling that I have about 18 months to make this division relevant.
A great deal of complexity: Workplace excellence and quality culture are not easy; they are not simple. I am fairly sure that any three reasonable people will find a lot of things to disagree on.
Lots of diversity in terms of people and points of view: This was an aspiration when I chose the agenda. I hoped to be able to attract people from beyond my network. I assumed that given Boston’s size and industrial base we would get members from varied industries, and I hoped we would get participants from various points of their careers (students to grizzled veterans).
Real passion – people care! To say that folks care about quality and how we build it in our organizations may just be an understatement. Does everyone care? No. Will 500 people show up? No. Which is a good thing because I didn’t get that large of a room
Genuine urgency: This may be the weakest of the criteria for me. But urgency is subjective and I for me as an organizer there is a great deal of urgency. I need to get more people involved and empowered in the division!
25/10 Crowd Sourcing
I think it’s important to generate and sort the ideas for action so participants hopefully leave ready to get things done! 25/10 Crowd Sourcing is an excellent activity designed to spread innovations “out and up” as everyone notices the patterns in what emerges. Fun, fast, and casual, it is a serious and valid way to generate an uncensored set of bold ideas and then to tap the wisdom of the whole group to identify the top ten. May go lower with a smaller group.
Every participant writes on an index card their bold idea and first step. Then people mill around, and pass cards from person to person. “Mill and Pass only. No reading.” When the bell rings, people stop passing cards and pair up to exchange thoughts on the cards in their hands. Then participants individually rate the idea/step on their card with a score of 1 to 5 (1 for low and 5 for high) and write it on the back of the card. Again, we pass the cards around a second time and then “Read and Score”. This is done for a total of five scoring rounds. At the end of cycle five, participants add the five scores on the back of the last card they are holding. Finally, the ideas with the top scores are shared with the whole group.
From this – action plan! Agree on way to keep momentum and away we go!
Other thoughts
A key requirement is to record discussions as they happen. Hopefully, that is the case and we get a nice raw output from this.
I use Session Lab for most of my facilitation planning these days. The site is a wonderful way to quickly find activities and build blocks, and the agendas it spits out are very clean.
Food is so critical. There will be a good hot lunch. I will also grab breakfast for folks on my way in.
This is designed to be an experiment. I have kept the price low, and then charged it to the Division for ASQ members as part of the member value. I want to do at least one more this year. It is important to experiment with content building and sharing, and this format is designed to draw on the expertise and perspective of the participants. I am thrilled to be doing this and going in I am very hopeful of the outcome.
The Team and Workplace Excellence invites you to atted our Unconference on 29-Feb-2020 in Boston, MA.
An unconference is a wonderful way to address a problem by asking people who are passionate about the subject to drive the content, and by flexibly changing the day’s activities based on the interests of the people involved.
We are going to start with a back-of-the napkin exercise to start answering the question “What does Team Excellence look like.” This exercise is just what it sounds like, we will break into teams and write/draw an answer on the back of a napkin.
After this we will role up our sleeves and go from there. The unconference is an experiment, and we expect a small but committed crowd (right now we have about 15 people, if I get 30 I’ll be the happiest of organizers).
An unconference is a great process because everyone who cares about the challenge at hand (team excellence and quality culture) can accept the organizers’ invitation and is included with an equal opportunity to contribute. We are trying to make sure that our participants issues are raised and that there is a sense of responsibility for tacking the issues we care about. The “Law of Two Feet” governs the participation of all attendees in the various sessions: “Go and attend whichever session you want, but if you find yourself in a session where you are not learning or contributing, use your two feet!”
As an experiment, the unconference serves two purposes: 1. Try a slightly different way of working; and, 2. Drive the development of a body of knowledge for the Division and the ASQ.
We will start together in a large circle (or maybe two concentric circles depending on the space). The participants will suggest sessions and then away we go!
We will end the day by a call to action and an agreed upon plan. This will drive a lot of Team and Workplace Excellence activities for the next year.
If the experiment is a success, the Team and Workplace Excellence Forum has funds earmarked to hold 2 more this year. Ideally, I’d like to do at least one in a different region of the country.
The Unconference is free to all ASQ members. There will be a charge for non-ASQ members’ of $15.00 for lunch. This counts as professional development for those with ASQ certifications.
See the my.ASQ event page for details and register here.