This year I started highlighting passages in books I’m reading on my Kindle. I have wanted to share these highlights in some way that is useful to other people, so I decided that I would start posting them here on my blog along with any useful commentary that I might have to add. I have tried formatting the highlights as best as possible for this medium. Kindle does not include precise page numbers with highlights, since book pages can change based on the size of the font and the screen the book is displayed on. If you want to look up any of the highlights in your own copy of the book, you can use the search bar in your ebook or PDF reader to find them.
The first book I’d like to share highlights from is called Swarmwise by Rick Falkvinge, founder of the Swedish Pirate Party. This book is a blueprint for launching a “swarm” organization, based on Falkvinge’s firsthand experience launching the first Pirate Party. He provides lots of practical advice throughout the book, including do’s and don’ts for prospective swarm leaders.
It is interesting to compare Falkvinge’s advice and experiences in Swarmwise with what has been happening (or not happening) in a swarm that I have participated in for a few years now, the Bitcoin network. For example, he says:
I believe that leaderless swarms are not capable of delivering a tangible change in the world at the end of the day. The scaffolding, the culture, and the goals of the swarm need to emanate from a founder.
Bitcoin had a founder, Satoshi Nakamoto, who provided some degree of leadership and direction in the early days. But Satoshi has since left his leadership position in the organization and did not leave a detailed roadmap behind for how Bitcoin would continue to evolve. The closest thing Bitcoin has to a “leader” today is Wladimir van der Laan, the lead maintainer of Bitcoin Core, who took over after Gavin Andresen, Satoshi’s successor, left his position as lead maintainer in 2014.
As people have begun to question the priorities of the Bitcoin Core developers, competing development teams have emerged that seek to make fundamental changes that would split the network away from Bitcoin Core. Of course, this is how it could have turned out even if Satoshi had stayed. No one was forced to follow Satoshi, and some people could have decided that his choices were not correct and that other strategies and tactics should be pursued instead, leading to similar hard-fork debates. Still, it has been educational to watch the drama that has played out in the leadership vacuum left by Satoshi’s absence.
I could provide similar Bitcoin-related examples for many of the other highlights I pulled from the book, but in the interest of brevity I will stop here and let you enjoy the highlights.
“Swarmwise” book highlights
Focus in the swarm is always on what everybody can do.
[S]ome work will be a duplication of effort since many people will be working on the same thing when nobody gets to tell other people what to do — but the result will be several solutions that are tried in parallel, and the swarm quickly learns which solutions work and which don’t.
“BEWARE OF HE WHO WOULD DENY YOU ACCESS TO INFORMATION, FOR IN HIS HEART, HE DREAMS HIMSELF YOUR MASTER.” — COMMISSIONER PRAVIN LAL
The typical support functions needed are PR/media, activism, swarmcare, and web.
People should not be appointed to these positions just because it’s fun to have a title; rather, the organizational chart should lag slightly behind the observed reality.
If you’re not taking care of yourself, you’re not taking care of your swarm.
On the flip side of that coin, understanding, patience, collegiality, and passion are values that you want to show. Be aware of your own mood, and know that the swarm copies you — whether you are behaving in ways that set the swarm up for long-term success or catastrophic infighting, the swarm copies your behavior in more detail than you can notice consciously.
One value that you must absolutely communicate for the swarm to work is trust. You need to trust in people in the swarm to further the swarm’s goals, even if they choose a different way of doing so than you would have chosen, and even if you can’t see how it could possibly work.
[I]f three activists agree that something is good for the organization, they have a green light to act in the organization’s name.
Asking permission is asking somebody else to take accountability for your actions.
If something doesn’t go as intended, the swarm learns from it and moves on. On the other hand, if something is wildly successful, it gets copied and remixed across the swarm with new variants to get even better.
Control the Vision, but Never the Message
People’s friends are better marketers toward those people than you, for the simple reason that they are those people’s friends, and you are not.
[I]f you have a large assembly of people who are forced to agree on every movement before doing anything, including the mechanism for what constitutes such agreement, then you rarely achieve anything at all.
If the swarm were allowed to start discussing its purpose in life, then it would immediately lose its power to attract new people — who, after all, feel attracted to the swarm in order to accomplish a specific goal, and not out of some general kind of sense of social cohesion. If the goal is vague or even under discussion, the swarm will not attract people — because they wouldn’t see the swarm as a credible or effective vehicle for realizing their goal. After all, the goal of the swarm is uncertain and unclear if it is under discussion, so what goal would we be talking about in the first place?
The scaffolding, the culture, and the goals of the swarm need to emanate from a founder.
I believe that leaderless swarms are not capable of delivering a tangible change in the world at the end of the day. The scaffolding, the culture, and the goals of the swarm need to emanate from a founder.
I also believe in competition between many overlapping swarms, so that activists can float in and out of organizations, networks, and swarms that best match the change they want to see in the world. One swarm fighting for a goal does not preclude more swarms doing the same, but perhaps with a slightly different set of parameters from a different founder.
“If you see something you don’t like, contribute with something you do like.” This rule is absolutely paramount, and it is you who must enforce it.
[P]eople getting angry with you is a symptom that you’re starting to cause change, that you’re starting to succeed in your mission. This is expected and should not be feared.
When people in the swarm get criticized by the public and by influential people, that is a sign you’re on the right track. This is not something to fear, this is something to celebrate, and everybody in the swarm must know this.
If somebody says you’re all morons and clowns, that’s a sign you’re on the right track. If they get angry with you, that’s even better. This doesn’t mean you can’t listen to feedback and learn from it. But it should never, ever, be feared. This is paramount.
Having that folder with more information as a backup for the flyer helps in this scenario, too.
Ideally, the handers-out carry two stacks of items to hand out: one flyer, which is the main event of the day, and one folder with more information about the swarm to give to people who ask for more information. Some will.
[S]ome people will inevitably crumple up the flyer or tear it to pieces and throw it with contempt in the street. Make sure that everybody in the activity picks up such litter and throws it in proper trash cans — otherwise, people will register the swarm’s colors and symbol as trash in the street, and associate negatively from there.
Accountability and authority must always go hand in hand as they are delegated. The takeaway here is that authority and accountability must always follow each other in the concept of responsibility.
The trick, then, is how to communicate the vision. If I had to give a quick answer to that question, it would be “with all the passion you can muster, from the depths of your heart, through the fire of your voice and the determination of the depth of your eyes.” You need to be positively radiant with your desire to change the world for the better, and, above all, communicate three values:
— We can do this.
— We are going to change the world for the better.
— This is going to be hard work for us, but totally worth it.
A subtle but important part of leading a swarm is to always talk in “we” form.
Keep saying “This is hard work”, “This will change the world”, “We can do this.” We are going to change the world for the better: Keep repeat- ing your vision of how fantastic the world will look after the swarm has succeeded in its ambitions, and how great it would be for humanity as a whole.
[A] swarm built on distrust would quickly be devoured from within by its own negative feelings, and collapse, splinter, and fragment into irrelevance.)
This is going to be hard work: One key value you must never falter on is your honesty. You must always communicate the situation of the swarm and its place in the world exactly as you perceive it, even if that means telling people that the swarm has problems or isn’t gaining momentum. (However, you should always think of at least one way out of a bad situation, and communicate that, too — as in we can do this.) The key point here is that people should not think that changing the world for the better is going to be easy or come lightly. You said totally possible. You didn’t say easy.
A key tool in project management is the timeline. Between now and success, you will need to set subgoals to be met that are spaced about eight weeks apart.
The key to shipping on schedule at the end of a project is to stay on schedule every day. This doesn’t mean that a failure to adhere to the schedule is a failure of the swarm; rather, you as a project manager should have anticipated possible deviations in both directions from the start and allowed for them in the plan. When making development plans, it is typically prudent to leave 10 percent of the time of every subgoal unallocated for unforeseen events. Only you can know how this translates to your swarm, but the key is to adjust the schedule and the plan every day to account for changes in a fluid reality.
Make all the targets visible and show the progress toward them.
Anything that you measure in public, people will strive and self-organize to improve.
You should pay particular attention to the fact that as you increase the number of metrics visualized, the tasks that don’t get measured at all will get less priority. Some of them may be important.
It is a vital part of the leadership role to personally train those who regard you as their leader. When somebody is entirely unskilled in an art, you need to give direct, specific, and explicit instructions.
You need to assess every individual you work with here — you need to assess where everyone is on this scale in his or her specific context. He or she may be in several different places at once if he or she is working in multiple contexts.
Finally, the fourth and final stage is when somebody is self-motivated and self-reliant. At that point, he or she has more or less ascended to be your equal and doesn’t require much in the way of maintenance. The only important thing is that you periodically recognize him or her when he or she walks an extra mile.
The third stage comes when somebody is proficient in the skills needed, but still not in his or her comfort zone. He or she has the skills and the ability to deliver, but just doesn’t know it yet. This makes for yet a third type of leadership, which basically is endless encouragement.
The next stage and type of leadership is applied when people have mastered the basic actions, but are getting frustrated over their lack of context. They don’t see the road ahead and don’t feel progress. At this stage, you need to drop the direct handholding leadership and encourage and explain why these actions lead to positive results.
At this stage, you need to focus on the actions to take and how to do them properly, rather than explaining their purpose in the greater scheme of things.
Groups, too, will pass through stages. When new people first meet in a working environment, you can observe them being very polite and friendly with one another.
Over time, as these individuals learn to work together, they also explore where their limits go, and these limits of people’s roles will start to collide and flow into one another. This is when they start fighting between themselves over rules and culture in the group. This is a significant step forward from overfriendly politeness and shows that the group is well on its way to becoming a well-functioning team.
Finally, in the third phase, you see nothing of the clearly marked distances that were there at the outset. A functioning team can be observed by everybody seeming to know what to do without any- body spelling it out; the group has learned how to work together. (If new people are added to the mix, the group temporarily reverts into determining roles, culture, and boundaries.) You need to be aware of these group phases in group psychology, and, in particular, you need to know that a small amount of conflict is actually a step of progress. A group that remains polite to each other has not learned to work well together.
People that are polite to each other have not yet learned how to work as a team.
The swarm must have mechanisms for conflict resolution, for decision making, and for reward culture. There are many ways to accomplish this. A traditional voting democracy is one of the worst.
So, in effect, there are two good ways to resolve conflicts in a swarm. The first is organizational, and means that we negate the possibility of one person determining what another can do in the first place. Nobody gets to tell anybody else what to do. This is the norm for a swarm. Some people call it a “do-ocracy.” The second effective method is a consensus-making decision process where everybody can veto the way forward. This method is much more costly, but can (and should) be used in rare and carefully selected scenarios where the number of people concerned is graspable – typically 30 or less. Be careful with establishing consensus decisions as an organizational requirement, though – it would be extremely cheap for an adversary to kill the operational ability of the swarm by putting one person in the group to veto every significant decision.
[A] swarm is legitimate only because it lets every individual include himself or herself on his or her own terms in order to further the swarm’s goals. Therefore, “democratic legitimacy” is a contradiction in terms in a swarm organization. The process of voting actively reduces the legitimacy of decision making and involvement, and should be avoided as much as possible.
Asking permission is asking somebody else to take accountability for your decision.
For if it doesn’t matter how many safeguards you put in place against PR gaffes, there is no point to bother with such safeguards in the first place. Instead, you can focus on optimizing the swarm for speed, trust, and scalability, and we can communicate to the swarm that mistakes will happen, and when they do, we fix them, learn from them, and move on. My approach for a very basic sanity check was to have three people agree on an idea as good for the swarm. One person can come up with ludicrous ideas, but I’ve never seen two more people agree on such ideas.
By communicating clearly that in this swarm, you’re not only allowed to make mistakes, but expected to do so from time to time, you encourage the bold attitude required to change the world. You need not only your own crazy ideas, but the crazy ideas of many others to succeed, and you need to create the climate where they are welcome and rewarded.
You must let the unknown be tried and evaluated to find the good stuff.
We have discussed the importance of optimizing the swarm for speed — as in minimizing the time from somebody’s idea to somebody’s action. But to truly outrun the competition, you need to minimize the iteration cycle — the time from a failure to the next attempt at succeeding. Make it possible to learn and try again, learn again and try again, and so on, and communicate that this is not only allowed, but expected.
[I]t’s not necessary to speak of failures, as most people won’t see a failure — they will see something that went reasonably OK, but which can be done even better the next time. That’s also the appropriate mind-set for maintaining a positive attitude.
Activists make friends and change the world, and that’s it, from their perspective.
The swarm is a disorganization by design. Some would prefer to call it a self-organization. In either case, there’s nobody assigning everybody to boxes, tasks, and activities. That’s why the organization works so well. Organizing it in the manner of organizational astronauts kills the swarm’s ability to function as a swarm. You need to make absolutely clear to these people that the swarm works by its own consensus, that decisions are made organically by individual activists flowing to and from initiatives of their own accord, and that this swarm is your initiative; if the wannabe fixers and organizational astronauts don’t want to play by the swarm’s rules, they need to use the law of two feet themselves, and go somewhere else. Watch out for organizational astronauts that want to “fix” the organization.
At the end of the day, we have a structure that can handle budgets and money, and that is the supporting scaffolding structure we discussed in chapter 3. It becomes the duty of the officers of the swarm to distribute resources in the most effective way to support the end goals through the initiatives of the activists. In this particular aspect, the swarm will resemble a traditional top-down organization in terms of allocating its resources in a decentralized manner. You, in control of the swarm’s formal name and resources, allocate budgets to officers, who subdivide their budget in turn. With this said, once the swarm has any money to speak of, a sizable chunk of it should be devoted to supporting individual activists’ initiatives where they can reclaim expenses. The swarm lives and dies with the creativity and initiatives of its activists.
It follows that we reward exemplary activist behavior with our attention, and completely ignore things that we want to see less of. Anything that we focus on in the swarm, for whatever reason, will grow in the swarm.
So what behavior do we want to see growing? Initiatives. Even initiatives that fail. Supporting others. Actually, this one is quite important. I frequently emphasize that helping others excel is just as valuable as excelling on your own. Creativity and sharing ideas. Helping people get along. While these are just examples, the criteria for rewards tend to converge on three key factors — helping the energy, the focus, and the passion of the swarm.
[I]f you should ever need to repurpose or regoal the swarm, you need to get a very high level of buy-in for this. You need to be aware that there will be a high degree of pushback, as your new goal or method isn’t why people have joined. The costs will be high, but sometimes, it will also be the only way through, if the swarm has learned that the initially pictured goals or methods for attaining them weren’t possible. In such a scenario, voting may be the only way through. In doing so, you will create losers, many of whom will leave the swarm permanently with a bitter aftertaste. But if the alternative is to accept the failure of the swarm as a whole, it is still the preferable option.
This brings up a number of problems. How do you determine who has the right to vote in a loose network? Everybody who wants to? Everybody who has left his or her contact details as an activist? Anybody who is a paid-up member of something? The last option will certainly be perceived as offensive to a lot of activists, for example — that influence can and must be bought and paid for, rather than deserved through effort and ideas, which is the swarm way. In such a process, it is absolutely imperative that everybody is feeling included. This sounds easier than it is. There are many ways to exclude people in practice from influencing the final outcome. If you call a physical meeting in a specific location, you exclude the people who are unable to get to that location on that time, for whatever reason. If you choose to discuss and vote during several hours on a Saturday, you are excluding parents who prefer to spend time with their kids. If you instead pick evening hours on weekdays, you will exclude people who work late. If the issue to vote on is reasonably complex, you are excluding people who can’t take themselves the time to absorb the details of it.
[Y]ou need to identify the reward mechanisms within the subgroup that has formed around the maverick. Odds are that they’re forming a group identity around not being recognized as individual activists. You can shatter this identity by recognizing good contributors in the group who are hang-arounds of the maverick; odds are that there are several good contributors in that group who are just temporarily wooed by the maverick’s charisma. If you pick away a couple of key people in this group and recognize them for good earlier work — unrelated to the maverick’s yells — you will isolate the maverick, and the disturbance will lose critical mass. Always remember that an organization is people, and that attention is reward.
You should keep reminding the entire swarm about the organization values regularly, as part of your heartbeat messages, which we’ll be discussing in the next chapter — both to reinforce the values to old activists and to introduce them to new activists. Describe one value in every or every other heartbeat message. Needless to say, you also need to practice what you preach.
You also need leadership guidance and tons of empty positions in the organization that new activists can fill…
Above all, we need to defend two things in all our actions:
— The organization’s focus. We’re going to make the parliamentary threshold. Everything we do must be aimed at that.
— The organization’s energy. It is incredibly easy to get drained of energy if you start feeling negative vibes. There is a need for a constantly reinforced we-can-do-this sentiment.
Monkey see, monkey do. We are role models. We act just the way we want other people in the organization to act.
Attitudes are highly contagious, so, therefore, we make sure to have a positive and understanding attitude. We spread love, trust, energy, and enthusiasm.
[A] decision that makes harmfully large portions of the organization upset about the decision in itself should be rescinded. This calls for an independent striking of a balance between making independent decisions and our dependence on the trust of the affected to keep making decisions…
Decisions shall be used to strengthen the organization’s energy and focus, and a decision that makes harmfully large portions of the organization upset about the decision in itself should be rescinded. This calls for an independent striking of a balance between making independent decisions and our dependence on the trust of the affected to keep making decisions, and the grayscale is quite large.
In a swarm, nobody can or should be told what to do. We do not have any kind of mandate to point at people and tell them to do things. Rather, we must inspire them to greatness.
We reward our colleagues as often as we can, both in public and private, when they display a behavior we want to reinforce. In particular, this goes for activists who advance their colleagues. We praise and reward individual brilliance as much as helping others to shine. This is important.
Every behavior that gets attention in an organization is reinforced. Therefore, we focus and give attention to good behavior, and, as far as possible, we completely ignore bad behavior.
Even if we have great tolerance for mistakes and bad judgment, we do not show tolerance when somebody shows disrespect toward his or her colleagues, toward other activists. Condescending argumentation or other forms of behavior used to suppress a co-activist is never accepted.
If the bully continues despite having the behavior pointed out, he or she will be shut out from the area where he or she disrespects his or her peers, and if some friend reinvites him or her back just for spite, we will probably shut off the friend, too. We have absolute-zero tolerance for disrespect or intentionally bad behavior against co-activists.
We communicate using the model “When you perform action X, I feel Y, since I perceive you think Z,” possibly with the addition “I had expected A or B.” An example: “When you give the entire budget to activism, I feel frustrated, as I feel you ignore our needs for IT operations. I had expected you to ask how much it costs to run our servers.” This creates a constructive dialogue instead of a confrontational one.
We never say “Many people feel…” or try to hide behind some kind of quantity of people. Our opinions are always and only our own, and we stand for them. The one exception is when we represent an organization in a protocolled decision.
We try to keep administrative weight and actions to a minimum, and instead prioritize activism. It is incredibly easy to get stuck in a continuously self-reinforcing bureaucratic structure, and every formal action or process needs to be regularly questioned to evaluate how it helps activism and shaping the public opinion.
We build social connections. We meet, and we make others meet.
We develop our colleagues. We help everybody develop and improve, both as activists and leaders. Nobody is born with leadership; it is an acquired skill. We help each other develop our skills, even in our roles as officers and leaders.
Having fun in the swarm is crucial to growing the activist base. Having fun in the organization is crucial to success. You need to make sure that you and your colleagues, all several thousand of them, have fun.
Success in a swarm doesn’t happen smoothly and fluidly. It happens in hard-to-predict enormous bursts. You may have spoken about a subject for a good year or two, seeing no return on your efforts at all. Then, something happens, and more or less overnight, tens of thousands of people realize you have been right all along and join your swarm for the fight.
However, we should not confuse persistent day-to-day grinding with a refusal to see roadblocks for the uptake of the swarm’s ideas. If people tell you that your website is confusing, that the officers of the swarm are inaccessible, or that new people who come to gatherings aren’t feeling welcome, those are real issues and should absolutely not be taken as a sign to just keep doing what you’re already doing. Everybody needs to listen for real blocks to adoption of the swarm’s ideas, all the time — but it’s when there are no such blocks coming, and there’s still no momentum, that everyday motivation can be hard to muster up. It is precisely at this point that one must keep grinding.
Don’t ever risk trading your swarm culture for temporary cash. Keep one value base.
Every single challenger party I spoke to that had failed pointed out the creation of several parallel organizations with their own legal identity as the one reason, or one of the primary reasons, that the party had failed. There’s an important lesson to learn from that. So keep your swarm to being one legal entity (if you bother to make it a formal legal entity at all).
The real strength of the swarm comes from cross-using online and offline friendships. Offline friendships are much, much stronger than online friendships and connections.
Thus, we need to use the reach of online tools and communication to make people want to talk about the swarm’s goals in their respective offline environments, where the possibility of recruiting new activists is much, much better than on a random web page.
[T]he people who are most active can’t recruit any new activists to the swarm themselves by talking to their friends. The people leading a swarm must be acutely aware that they cannot directly influence a single individual directly to join the swarm.
To enable such recruitment at the edge, a couple of key components must be communicated to the entire swarm at regular intervals in heartbeat messages.
Send a weekly letter with newsflow, sample rhetoric, urgency, and confidence.
Activation is a gradual process with many steps on the activation ladder.
The metric that matters is how many people you can mobilize to take action.
A lot of people in general want to be on the winning team in most contexts and will adapt their behavior to match it. Therefore, if you can make your swarm look like the winning team, regardless of your actual strength, 90 percent of your work is done. In marketing, this principle is based on the mantra that “perception is reality” — in other words, what’s real is what we perceive to be real. But the mechanisms go beyond that idea; perception also shapes reality… Control perception of who’s the winning team, and you become the winning team.
In the Swedish Pirate Party, a significant portion of our homepage was devoted to “People blogging about the Pirate Party.” Anybody who mentioned the Pirate Party’s name in a blog post — no matter in what context — got their blog post highlighted and linked from our front page. This could be accomplished fairly easily with automated processes.
People will behave as you behave on public discussion boards about the swarm’s ideas. Teach them to be polite and friendly, no matter how harshly and viciously attacked, and you’ll win wonders. Politics is a spectator sport, and so is arguing your case anywhere on the Internet. As they say in other spectator sports, “win the crowd.”
You need to be able to send a press release in 25 minutes, from idea to transmission.
[B]e provocative. If you’re not making somebody angry, you’re probably not doing anything useful. Have fun and make your adversaries angry at the same time: this does not only lead to more activists in the swarm, as we saw in chapters 7 and 8, but it also makes you really enjoy your work in the swarm. Plus, it guarantees you a load of media. Oldmedia just love provocative. Let’s take that again, because it is important: if you’re not making somebody angry, you’re probably not doing anything useful. Don’t be afraid of people yelling. That’s a sign you’re doing something right.
Gandhi once said, “First they ignore you, then they ridicule you, then they fight you, then you win.” This is eerily accurate in oldmedia’s portrayal of any disruptive or provocative swarm.
A key concept in dealing with oldmedia is “owning the issue.” Basically, it means that your swarm needs to be so tightly associated with the issues you drive or things you sell that whenever oldmedia come across a story on the topic, they call you for comments.
When working with oldmedia, the swarm needs one outward face, and one face only. This would typically be the swarm leader or founder (you). It is important to realize that this is an avatar face — it is not you as a person, but a face that represents a larger and very specific movement.
As your swarm starts to rise to prominence and success, you personally will invariably do so, too. This was probably never a goal of the swarm as such, but it is the way oldmedia’s logic works — they need a face to associate with every movement or organization, and if the movement is successful, so is that particular face. The danger lies in not realizing that people will regard everything you say as having much more weight than you place on it yourself at the time you say it. If your swarm is political, anything you do — or don’t do — will be interpreted as a political statement, everything from your choice of groceries to your pick of vacation resort.
Getting visibility in society is hard. Keeping it is even harder. As the founder, it is your job to explain that when things appear to be at their peak, all those lavish jobs and expensive toys are farther away than ever. At that point in time, the swarm has two of its toughest challenges ever to overcome — to remain steadfast on the extroverted track, despite the distracting glimmering riches on the horizon, and the fact that the visibility and success will fade even if the swarm continues exactly on its current course of action, and this can be a very tough thing to face emotionally.
CAN YOU IMAGINE WHAT I WOULD DO IF I COULD DO ALL I CAN? – SUN TZU, “THE ART OF WAR”
You want to provide artificial light and heating to a billion people in developing countries? Or clean water? A swarm can make it happen. How about teaching five billion people rational thinking and scientific approach, in an attempt to end religious conflicts? Totally within grasp. Don’t shoot for the moon. Shoot for Mars!
Change doesn’t just happen, I say. Somebody always makes it happen. The final words of this book will therefore be the same words that close my presentations and workshops about cost efficiency in management and volunteer activism: Do you want to be that person?