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How to write a policy draft in sociocracy

This is a brief how-to guide of writing a proposal together, based on materials from the sociocracy handbook Many Voices One Song. You can also watch an explanatory video about this process.

Overview of making a policy decision.

Step-by-step process

This article focuses on step 2 in making a (policy) decision. In that, we assume that the issue (1) and all needs of stakeholders are well understood already. (More detailed information on step 1 is available in Many Voices One Song.) Also, for step 3, making a decision, see this article on consent decision making.

Back to our main focus on this article, writing proposals, Step 2. This step itself falls into three steps.

Image showing the steps of a policy decision, with more details on the second phase of writing a proposal together.
  • Step 2a – Picture forming (dimensions): get a general idea of what the scope of the policy will be
  • Step 2b – Gathering proposal ideas: brainstorm ideas
  • Step 2c – Make a decision: synthesize and consolidate ideas into a proposal that can enter the decision-making process.

Let’s go through them one by one.

Image highlighting the first step of writing a proposal together: picture forming.

Picture forming (dimensions)

We gather a “checklist” of questions that need answering and other considerations to keep in mind when making policy. We call those items “questions” or “dimensions”. 

For example, we might state in picture forming that “budget” (or “what’s the budget?” in question form) is a relevant consideration when coming up with a proposal. 

Sometimes this step seems almost too easy to be worth doing. Yet, making a list of dimensions first makes for much better proposals. Also, it’s quite pleasant for group dynamics to start with a process where everyone agrees. 

We like gathering dimensions and questions in rounds, but “pop-corn” (people just speak when they have an idea) works as well. 

This step is complete when all considerations are written down, and no one has anything to add or an objection to a dimension on the list. If the list seems complete and is good enough, ask for consent as a good transition marker.

Image highlighting the second step of writing a proposal together: gathering proposal ideas.

Gathering proposal ideas

With the list of dimensions in sight for everyone, the group can now spell out proposal ideas that make a statement about the dimension. Proposal ideas can start with I think we should… or I think __ should…. For example, I think the budget should be $2500 overall, and spending should be tracked in a google sheet.

This step pretty much works like brainstorming. Rounds are an excellent way to gather ideas, especially if contributions are short and the group can do more than one round fairly quickly, building on each other’s ideas. 

It’s important that proposal pieces are specific. In the above example, “spending should be transparent” would not be specific enough. Define what “transparent” means, for example by spelling out a tracking mechanism for expenses and by naming who should have access to that. 

It’s sometimes hard for people to name a specific idea. Some might find it “pushy” to advocate for a detailed idea. But we see it as a great service to the group to propose something specific and doable.

Instead of holding back on ideas gather them without judgment. Anyone can always object later in the decision-making process. There is no harm in throwing out an idea. To support the process, proposal ideas should not be dismissed or criticised right away. 

If running out of ideas, it helps to look at the list of dimensions to see if all of them are covered. Ideally, you’d want them all to be covered before going to the next step. This step is complete when no one has another idea to share. 

Many Voices One Song

Many Voices One Song is the manual for sociocracy – a comprehensive manual covering all topics relevant to sociocracy in organizations.

MVOS cover - writing proposal - Sociocracy For All

Synthesize ideas into a proposal

Image highlighting the third and final step of writing a proposal together: synthesize ideas into a proposal.

The group now has the list of proposal ideas in front of them. Sometimes all it takes is some re-ordering and cleaning up language and the proposal is ready to get approved.

Other times, proposal ideas are a long list of conflicting ideas. In that case, try to identify parts that are straightforward and consolidate them so you can shift your attention to the stickier aspects. It might be useful to do reaction rounds on one or two hot topics but sometimes it’s easier to move forward first and see in the consent process what rises to the level of objections.

The goal is never to have a perfect proposal. “Perfect” takes too long and is not efficient. All it takes for now is good enough. Remember this policy is not cast in stone.

Add a term to the proposal (for example 12 months). If the proposal seems risky, propose a short term. 

Congratulations, you have generated a proposal! All it takes now is a decision using the consent process.

Adjustments for large groups or including more input

This process is optimized for a group size of 3–8 people. The same process, however, can be modified for larger groups. 

  • Step 2a+2c: Both these steps can be done in a large group, either in a synchronous (during a live meeting) or an asynchronous way, for example people adding dimensions to a poster board or a digital file. If the group is larger than 8 or 9 people, rounds are not time efficient anymore. Ideally, the group developing the proposal is managing this process and facilitating ideas from the large group and deciding when the list is complete enough to move to the next step. 
  • Step 2c: We discourage synthesizing a proposal as a group. Pick one or two people to do it, either during the meeting or between meetings, simply because it’s more time efficient and easier to pay attention to the wording in a small, nimble group. Once the proposal draft is ready, input on this draft can be gathered by a large group, either synchronously or asynchronously. That input can then be used to re-work the proposal before it enters the decision-making process.

Interested to know more about sociocracy in large groups?

Click below to explore more ideas for adapting sociocracy for large groups.

Watch a group writing a proposal together!

Thanks to this wonderful group of students, we can offer this example for demonstration.


One response to “Participatory proposal writing”

  1. dfclapp Avatar

    A useful guide to format and methods for tabulating responses

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