Thursday, April 08, 2010

The End of Boring: Borrowing, Adapting, Mashing for Facilitators

I had a design conversation this morning for a one-day workshop that featured 10-15 participants each individually presenting project ideas, one after another. How do you make that interesting (after the third one)? Why not a pecha kucha or an Ignite (the tag line is "Enlighten us but make it quick")?

Both are presentation techniques with origins in the design and IT world which give presenters 20 slides on autochange at 15 seconds (ignite) or 20 seconds (pecha kucha), for presentations that total no more than 5 or 6 minutes. Both are now global phenomena, yet far from being household words. Pecha Kucha has a good website with samples, and here's one using Pecha Kucha for sustainability. Some good videos of Ignite presentations are on the Ignite Oreilly site, with more on Igniteshow).

These techniques shifts the whole emphasis refreshingly onto the story and the images and makes it much more fun and creative. One website said, "This is not your father's PowerPoint presentation." It all might sound intimidating, but even bad ones are really good (or at least funny and only last 5 or 6 minutes anyways.)

So there are new ways to do presentations, there is also new software for that. Lizzie wrote recently in our blog about Prezi, and what about Keynote that I recently heard enthused over by a super smart 11-year old attending a workshop with his mother (a reaction to the slideset no doubt). In fact, there are 40 listed in wikipedia under presentation programme from AdobePersuasion to VisualBee. It probably has never crossed your mind to try anything but PowerPoint, but if you only have 6 minutes to present something or if you want to get people's attention in a long series of presentations (or just a long day), it might be worth trying a new format.

Or what about a completely new format for the workshop itself (or at least Day 2)? We have written about using Open Space Technology in the past (see our post Open Space for Conversation and Eating Croissants) and how that technique helps to organize and support learning. There are a range of Unconference techniques that are being used (many again conceived in the IT sector, and often focused on sparking innovation and creativity enhancements). I heard at last year's Online Educa about the FooCamps and BarCamps that started 5 years ago and promoted as "user generated conferences". Again the content is brought by participants, and schedules are generated by those with ideas to share and develop with others. A typical FooCamp schedule board looks like this (lots of intriguing titles - I like the scribbled out session called "Howtoons" - I would have gone to that one.)

Again, the objective is to provide those people who seem to have at the top of their Job Description: "Go to Meetings", with a new and refreshing frame. A 2006 article about this was explicitly headlined: Why "Unconferences" are Fun Conferences: Unconferences - meetings organized on the Web or on the fly - are becoming the no-b.s. alternative to industry gabfests. The mention of "organizing on the Web or on the fly" comes from the fact that many pride themselves in being organized in less than a week, and are "evangelised" or promoted using mainly web tools. Some recent social applications include CrisisCamps held to promote relief efforts for the Haiti Earthquake. They are also short, with one day or half day formats, and a panoply of parallel, one hour sessions. (And perhaps also a driver for the creation of Ignite or Pecha Kucha type presentation formats).

All this is still a lot of talking. What about having a whole session where no one talks at all? Maybe something like a Dotmocracy session could be a calming and still productive way to spend an hour after lunch. I have seen this done for evaluations, but not as it is described here as a way to gather inputs on a specific idea. If you look at the template, it is obvious how you can use this for brainstorming, and you don't even need those sticky dots that can be a pain to cut anyways. This looks like something that could also work with very large groups, similar to the Camps and Pecha Kuchas described above.

Maybe I am oversensitive to boring. And yet, there are productivity gains to be made from spicing things up, speeding them up, tapping into enthusiasm and creativity, and cross-sector learning from the IT sector - not just from their methods, but also from their eternal willingness to borrow, adapt and mash things up. And for Facilitators, boring is not what we want to pop into people's minds when they think of our work (I was going to say "is the kiss of death" but that sounded rather unappreciative). At least there is no shortage of intriguing pathways to explore, these are just a few, if we want to help try to bring an end to boring.

The Climate Change Playbook: The Making Of

Can you imagine getting an invitation to a workshop that has as its main goal playing 20 games? Would you go?

Those invitations went out a few weeks ago, and we had a very good response to a test workshop we held in Bonn aimed at playing and discussing 20 games that deliver messages around climate change, using systems thinking concepts.

Dennis Meadows, Linda Booth Sweeney and I have been working together for the last few months to take 20 games from the original Systems Thinking Playbook, written by Linda and Dennis, and adapt them for climate change learning. That process is more complicated than you would think! We each have 6/7 games we are working on, originally selected from a larger number in the original book, and folding in climate change messaging is like a dance. You need to deeply understand the dynamic of the game and what happens (or could happen if adapted). With that in mind you need to move your focus over to the climate change world and consider related dynamics, whether in the natural or human (political/economic/social) systems. Then it is an iterative thought exercise to bring those two elements together so that they work elegantly together in the end and are not too contrived.

Sometimes it is very obvious how the game and the key climate change learning points link and relate. And sometimes it is like doing sudoku in your head. It took us from 6-8 hours per game (so far) to make the connection strong enough to use.

There are different ways to make this link (between the game, climate change and systems thinking). You can change the frame of the game to put people in a climate-related context while they play. You can use the debriefing questions to guide people in making the link with the climate debate or dynamic. You can put in data, an observation, quotes from climate specialists, or elements from the news and current events to anchor the game to climate change. Or in some cases you can play the game and ask people what the link is (of course you need to have an answer too in case you draw blank stares).

We tried all of these approaches in the test workshop for our 20 games. They all worked in different ways. Of course, we were fortunate to have a room full of climate and games specialists, which our partners from GTZ (GTZ Climate Task Force) had invited, to play through the games, analyse them and give us great feedback to further strengthen the climate learning.

Our agenda was simply a list of games, and our table of contents will be that too. So we wanted to create a of narrative that held them together, a thread that helped facilitators and educators understand how they might use them. We created two organizing principles for the games day, which we will also use for the book.

First, we used a systems "map" as the organizing principle. This was a stock and flow diagram with stocks such as CO2 in the atmosphere/ocean, heat in the atmosphere, and ice cover, and flows like CO2 emissions, heat in, heat out, ice melting, etc. We had that up in our workshop room and positioned the message from each game around these elements (sometimes before and sometimes after the game). It was not too much of a stretch to map out the lessons from the games - some of which were about natural aspects, and some were more human system dynamics with communication messages, collaboration and competition, etc. We found it useful, and people appreciated this signposting to pull the games together.

The second way of clustering the games was by use. Some of the games are mass games which can be used for large audiences, who might be sitting in an auditorium. They can be used during presentations and speeches to make points, and people can play them sitting in their chairs. Some of the games are demonstration games, which a small number of volunteers can play for a larger group of say 35-50, and the lessons will become obvious to both those playing and watching. The third type of game is a participation game which everyone needs to play to draw the learning, so this would be for a typical workshop size group of 10-25 people.

We also used materials as a criteria for selecting the games initially, not wishing to have any of them be too materials/equipment intensive. In the end, our games kit included: Ropes, balls, coins, paper cups, markers, scrap paper, pens, hula hoop (collapsible), ball of yarn, a newspaper, and a rubber chicken. (I always worry about a customs agent opening my bag in a crowded place.)

We spent 8 hours that day playing our games, each of which run from 2 to 25 minutes in length. We used a 10-minute plenary discussion after each game to identify with the participants ways to strengthen either the game mechanics or the climate change frame and lesson. We also used a Games Review Sheet, so that people could note any thoughts they had during the day individually. I came away with over 50 pages of notes and ideas!

We are now integrating the ideas, revising our games and their write-ups, each of which is from 3-5 pages and written for the facilitator. There is still plenty of writing to do to produce the book and we hope to finish in July. It never made sense to sit at our desks and write games. This test workshop was an important and useful step in the process. There is a saying in gaming that you have to test play a game 10 times before it is really good. We have all played these games dozens and dozens of times in their original format. But they're different now in some subtle and important ways, so this was an important step in "the making of" The Climate Change Playbook.

Monday, March 29, 2010

Search Revolution: Social Media Can Save You Time (With a Little Help from Your Friends)

Many people say they don't have time for social media, are not on Facebook, can't follow the flow of Twitter, don't keep up with LinkedIn, never tried a ning, would never bother with a blog. They have too much email, spend too much time on the internet already looking for things; they simply don't have time to get into these new information streams. "Time wasters" they say - "Where do you find the time?" they ask.

Would they ever believe that using social media might actually save them time? This is what the experts are saying, and they point to the coming revolution in Search.

I recently went to the Social Business Summit in London, and this was one of the big discussion topics - the change in how people will search for information in the new social media environment. It was predicted that in 5 years, Google would no longer be the way we get our information. Google would be out, and our Friends would be in.

Instead of googling something and getting either 1,300 pages of nothing good for too specific searches (e.g. "lighting shops" + my village in Switzerland), or 11,300,000 pages for searches that are too broad ("light shops Switzerland"), people will increasingly use their social media networks of friends and followers to get the granuality of information they need to answer their questions, fast (e.g the Facebook Group that some women in my village set up called "Move and Improve" that shares information on home renovation and local vendors, in English no less). I will never google local electricians again.

Along with this, out goes celebrity advertising. We will no longer want to know what kind of watch to buy from Tiger Woods, we will go directly to one of our friends whom we know has done recent research in watches locally (because she is writing about it on her blog). Now that we have so much more information on our Friends and their preoccupations, whether through their Fan Pages or the discussions they start on LinkedIn Groups, or their incessant Tweets on one topic or another, we will begin to use these more personal filters, much closer to home and our interests, to shortcut our own lengthy research through broad search pathways. Our Friends rate things, they vote, they share their favorite links, videos, photos. And, because of our personal connection, if we ask them a question, they will probably respond.

And our Friends are not only social, we have our Plaxo's, our LinkedIns, our nings, our professional networks with their Web2.0 platforms where we can ask for and get work-related information, from those whom we know are experts in our topic-of-the-day.

Our Personal Knowledge Management Systems will become a connected web of Friends whom we know personally (or at least virtually), and where we will go for all kinds of information. They will become our Search engines of the future. Hours and hours of Google out, a quick check with our Friends in.

Thursday, March 25, 2010

Preparing a Presentation? Read this Praise for Prezi

When preparing to give a presentation, how do you get started? A list of bullet points? Opening a PowerPoint and jotting down a key message for each slide? Browsing your folder of favourite images to highlight your ideas? Or perhaps like me: with a large table, a big blank sheet of white paper, and an array of colourful pens, sketching out visuals, words and key symbols, with circles and arrows highlighting the connections and helping navigate about the page?

If you are like me, then you’ve probably struggled with the transition from your sheet of beautifully animated paper to a series of PowerPoint slides. All of a sudden, the dynamism, the creative flair, the energy seems sucked right out. Despite your best efforts, clicking through the slides you are disheartened by the linearity, and frustrated by the challenge of retaining the contextual frame for each of your interestingly connected points – a frame which leapt from your one pager. If this speaks to you at all, I have just the presentation tool you’ve been waiting for: Prezi. Check it out here: www.prezi.com. It’s very intuitive to use, and makes a really refreshing change. Systems thinkers especially – this is absolutely for you!

Let me know how you get on.

Friday, March 19, 2010

Next Generation: Climate Change Preparedness Meets Social Media

I am just about to comment on a PPT presentation that a couple of elementary school students made about what to do in case of a tornado (Among other things: Seek shelter under a sturdy table in the basement. If there’s no basement available, go to a first floor, small bathroom opposite of the tornado. Did you know that?) A teacher in Pickerington, Ohio (population 9,792) is running a timely project with his class on extreme weather conditions, what causes them and what to do.

But they aren't making posters and standing up in front of their class (well, they might be doing that too.) They are doing their project using social media, so their learning becomes the learning of many. The students are doing their reports on tornadoes and hurricanes and the like in PowerPoint (with very nice visuals and lessons in word count that any good conference presenter should know). They are posted on a website in blog format, and they're inviting comments through word-of-mouth viral spread from all over the world. To incentize interaction, they are giving the teams with the most comments, and with the comments from the furthest away, a prize. (Thus the reason I was called in I guess - an Ohioan who cares about tornadoes, based in Switzerland.)

The comments they are getting are interesting too, lots of positive feedback on their delivery, extra information and geographical comparisons from people who live far from their small mid-western town. No amount of classroom interaction would get them that.

I'll put the link here, just for now, in case you want to go and give them some information on extreme weather events from your part of the world. As our climate changes and social media is just the way things are done, these kids will be doubly prepared!

Saturday, March 13, 2010

An Amazing Group of People: Have a Party, Play a (Social Learning) Game!

Last Friday night I went to a birthday party that a friend of mine threw for herself. It was a nice group size, 10 women, that she had drawn from various of her different social groups. Because of this diversity, everyone knew somebody, but no one knew everyone, except for her. So she decided to play a game, as a way to bring the group together and get conversation going.

At the beginning of the party, in front of the fireplace, we all sat together searching around for things to talk about with one another, work, school, family, our origins - the usual conversation suspects. Going on in parallel, as people came in, my friend would hand them a small piece of paper and a pen and asked them to write something about themselves that was interesting and that the others might not know about them, and give it back to her. The first reaction in almost every case was, but I haven’t done anything interesting! Stumped, people held on to those papers until the very last minute when they would finally write something down and hand it back.

My friend put all the papers aside as we started dinner, and indeed there was one conversation going at one end of the table about school, and another at the top of the table about another topic, and a few people like me in the middle trying to listen to both, but not quite managing to jump in. At that point, getting our attention, our hostess announced that we were going to play our game. She told people that she was going to read one of the statements and that the table would have to guess who had done what. People laughed nervously at first, apologetically restating that they had simply not been able to think of anything very interesting. Then we started, my friend began reading the statements one at a time….and... within minutes we were in an uproar, bursting with laughter, incredulous with disbelief!

This amazing group of people had been all over the world and done remarkable things – someone was being quietly paid to go by train every Friday up to Gstaad one of the world’s poshest ski resorts to teach flute lessons to a couple of students living there (we never found out who they were), one person had competed nationally in Latin Dance competitions and danced in stage shows, another person had a long list of movie stars that she had bumped into (some literally) in New York City and great stories to go along with these, someone else had worked as a forensic DNA research specialist in Costa Rica and mesmerized us with the story of CSI-like drug-related murder that she had worked on and helped solve.

What a completely different conversation we had after that! No more super small talk, there was no going back.

With that small game, not only was the conversation brought together, giving us a shared experience, it also produced an opportunity for us to connect with each person individually, making finding further conversations topics a breeze. We also quickly went to much deeper quality connections, and more memorable ones. I will probably never forget these things I learned about these women, and when I see them next I will be able to reconnect with them in a much different way thanks to this relationship building shortcut. It was a service to social learning too, knowing more about what people do and can do, if anyone asks me for a good music teacher, I know where to send them.

This game also created lots of good energy, and that relaxed people who did not know one another. It helped us share things about ourselves that we are proud of, but that would have never come up in a normal cocktail party conversations (like taking blood samples from dismembered corpses), and gave people a real sense of accomplishment; we all left feeling much more “amazing” than when we arrived. Remarkable what a little social learning exercise can do!

If you want to do it yourself, here are the game instructions:

Materials: Squares of paper (1 per person – make sure they are all the same), pens, a bowl to put them in.

Time: 3-4 minutes per person playing.

Game steps:

  1. As people walk in give them a slip of pepole and ask them individually to write down one thing about themselves that is interesting, and that people in the room may not know about themselves. Don’t give them any examples (they won’t really need them), but you can ask them to think about their past, their home or work life, etc. Tell them NOT to write their name on the paper.

  2. Collect the papers and fold them over; put them in a bowl or hat.

  3. During dinner, or when everyone can listen and see you, announce the game and pull the first paper out of the bowl. Tell the person who wrote it not to announce themselves until someone has guessed, or the group is stumped.

  4. Read the first paper, and start the guessing! When the person has finally been guessed, ask them to talk a little about their experience, ask about context, or for a short story (this is where the good stuff comes) and let the group focus on that person for a time before going on to the next paper.

  5. People will naturally keep track of how many they guessed correctly – if you want you can have a small prize for the person who got the most correct.

Variation: In a workshop setting I use this game just after lunch or on Day 2 or 3, as on the first day if people really don’t know one another at all, they will not be able to guess. If people do know one another somewhat, you can move the game up in the agenda. With a larger group, I mix up and number the cards, and then at the start of the game, I ask people to take out a piece of paper and number it from 1 to 15 (the number of people playing), and I read through all the papers first with no out-loud guessing, simply asking people to write down their guesses. Once I have completed one reading, I go back and read them again in the same order (thus the need for numbering!) and this time, we guess and then move into the wonderful sharing and storytelling as people get to tell more about what they can do and know.

Whether at a birthday dinner or in a workshop, you just never know what a gold mine of experience, stories and knowledge you have with you in the room, until you ask, and then let the evening be naturally taken over to learning about your Amazing Group of People.

Thursday, March 11, 2010

The Time it Takes: A Learning Practitioner's Lessons on Time

When I worked in an NGO environment, we didn't ever really notice how long it took to do things. We experimented very briefly with time sheets (about a month) and found that tricky and even a bit boring to note down how every 15 minutes was spent, mostly because there was no real incentive to do so. We did do some internal billing, so on a project basis from time to time we kept track. But even in these projects it seemed that planning meetings were so frequent and long and often multi-topic, that after a while, it didn't make sense to try to allocate that time. So we never got a good sense of how long it took to do things.

Now that I am working independently I have all kind of incentive and a direct imperative to be scrupulous about the time it takes me to do things. I now have a very elaborate system that I use to keep track of time and the result of this kind of observation is very useful. Not only is it essential for billing, but it starts to show patterns that help immensely to make more accurate projections about how long things will take (useful both in the proposal and negotiation stage of projects). That of course doesn't mean that the other party has the same belief in your figures that you have, but at least you will know how close the time allocation is to what it will actually take you, and how much you might potentially be doing pro-bono.

I feel like I am prudent in how I use my time; indeed, many simultaneous commitments (work and home) and multiple ongoing projects force me to be most economic with it. Plus I have been very deliberate in my collection of reusable learning objects (RLOs-templates, activity briefs, job aids, games, etc.) which help me pass on this benefit in time savings from past investment in documenting things. Since I started keeping records nearly a year ago, and 26 projects later, this is a sample of what I am noticing about how long things take:

  • Writing a blog post (from first letter to final publish): 1 hour
  • Writing a proposal with a budget: 2 hours
  • Developing from scratch a 90-minute "training" session (part presentation/part group activity- including consultation, revisions, preparation, & delivery): 10.5 hours
  • Preparing an individual coaching programme (design, preparing/holding 6 sessions): 25 hours (3+ days)
  • Collaboratively developing a training programme curriculum (multiple events with companion 370-page participant's handbook - writing through to final proofing for printing, with some inputs coming from other sources): 172.5 hours (21.5 days)
  • Developing a 1-day facilitated planning workshop for a new client (design, consultation, and fully briefing the facilitator who delivered it): 16.75 hours (2+days)
  • Developing a 1-day facilitated training workshop for a university client (with a separate content expert providing central input, including delivery): 17.5 hours (2+ days)
  • Developing and delivering a 4-day facilitated partnership-building workshop (with multiple presenters, generative dialogue and strategy component): 64.25 hours (8+ days)
  • Design input for a 3-day conference for 300 people (including 2 parallel workshop designs and delivery, plenary activity design, coaching for other workshop presenters, plenary moderation and delivery): 80 hours (10 days)
  • Strategic Review and Advisory Report for a large training department (consultation, 6 day site visit for interviews with travel, online survey, web2.0 query and social media scan, preparation of 70-page report of feedback and recommendations, all original writing): 128 hours (16 days)

I could go on. What I notice is that time expands a little for new clients (trust building, multiple revisions, many conference calls), and for developing new materials or new approaches for known topics. Collaborative work obviously takes longer as there are many more partners and opinions to take into consideration, and more revisions as a result. Larger scale of an event also means more time as there are more delivery agents that need coordinated, coaching, briefing, etc.

Report writing is harder to judge, and it takes longer than you imagine, not only for creative delivery but for editing and layout. For a project that includes part original writing and part working with other sources, like creating a participant's manual, my past experience shows I can produce about 18 pages a day (as a ratio, that includes all the consultation, revision, proofing, etc.). For completely original writing much less: about 4 pages a day, depending on how much data collection is needed. I am doing a project right now that included 16 interviews to produce a 25 page highly synthetic how-to document plus annexes, and this is going to take more like 15 days (or 2 pages per day ratio.)

These things take time, and the more accurate you can be in capturing this data, and learning what makes creates divergence from your standard ratios, the clearer and more accurate you can be in your discussions with partners. Then you can choose your options, based on experience and learning about the way you work.

What are you learning about the time it takes? (and indeed, this blog post took exactly 1 hour, practically on the dot!)

Monday, March 01, 2010

(Almost) Foiled by a Doublet: Playing Around With Instructional Games and Puzzles






GROUP
TROUP*
TROMP
TRAMP
TRAMS
TEAMS


I couldn't believe that this worked, on my first go, after reading Brian Remer's puzzle instructions in this month's Thiagi Gameletter (TGL-Seriously fun activities for trainters, facilitators, performance consultants, and managers).

Brian calls this instructional puzzle a "Doublet", and cites Lewis Carroll (of Alice fame) as its originator. In Brian's description of this puzzle he went from WORK to PLAY and APE to MAN in four to five one-letter changes. I picked my two words (thinking about a teambuilding request I received today) and wondered if I could go from a Group to a Team as easily. It worked beautifully, and I could immediately imagine how this could be used as a teambuilding exercise, or part of a visioning or strategic planning opener. (fyi, Brian Remer writes a thoughtful monthly e-newsletter from his Firefly Group - spark your passion for continuous learning is his tag line.)

(Imagine my dismay later when I discovered that I had spelled troupe wrong! More on that anon.)

There is also a great game in the March TGL called "Destination: Innovation" by Dimis Michaelides (I found his bio on an intriguing website called Facilitators Without Borders) that involves an airfight of paper airplane ideas and flying paperwad obstacles that I am eager to try at one point (I also wrote about a paper airplane idea in a previous post called Keeping it Fresh about innovating on workshop exercises.)

Ah, I always get excited by new games! A Facilitator has a faithful set of these kinds of frame games, tried and tested, and whenever you get a new one, or a new idea for one, you just can't wait to try it...

*TROUP - UK Acronym for: Time to Restore Our Utility Poultry (no joke!) (Phew, saved! while I come up with another one that has all the words spelled correctly!)

Wednesday, February 24, 2010

Look Behind You! The Webinar Facilitator's Non-Technical Checklist

I am currently in the middle of an online sustainability learning project that includes facilitating a number of webinars (10 to be exact) for a big multi-national company with staff based all over the world. For this project, I am one of a distributed delivery team from AtKisson Associates which is located in North America, Europe and Asia, because every module features virtual events in all these three regions. Webinars are the main "person-to-person" component of this programme, so they are the anchor of the learning process (and they need to be good!)

I've worked with online learning in the past, such as Horizon Live (an early webinar-like platform, but with no video input or participant audio interactivity possibilities), and even earlier with CD-based, email-mediated distance learning. This is the first real experience I have had faciliting webinars that have so many bells and whistles. For this project, we are using DimDim (http://www.dimdim.com/), which provides the slideshow, chat function, audio for presenters, recording, private chat, whiteboard, video link for the facilitator, and more. For these webinars we are adding the audio interactivity for participants through a call-in conferencing number, which I access by skype.

Needless to say, the first time I facilitated (after a trial run of course) it took me a while to get my head around all the moving parts of this delivery system. At any one moment, I could be presenting slides myself or advancing the slides for a presenter, tracking and answering chat questions, watching myself on video, private chatting to the technology support person in Stockholm, looking for my skype mute button, while trying not to cough or type too loudly, and so on! AND you have to pay attention on top of it, because you are facilitating after all and may need to bring a point back into the discussion later on. (Don't worry, it gets easier each time to do so many things concurrently - for the video game generation this is probably no big deal.)

I've participated in three so far, and during last week's webinar, anything that could happen seemed to do so technology-wise, testing our creativity, resilience, and Plans B and C on the spot. This morning I facilitated another one, and again, there were multiple, delightful surprises with Dimdim and even Skype at various times within the length of our one-hour event.

Because weird technical things happen during these online sessions, combined with the fact that I need to be fully present in terms of my attention, I find I need to prepare much more than I would have ever imagined prior to this one hour of sitting-at-my-computer facilitation. As a result, I made this checklist for myself - a non-technical checklist for facilitating a webinar. It considers things that I have noticed, about my computer, the content, my environment and myself. With these things ticked off, I am ready for (almost) anything - or at least I am not distracted by things I could have anticipated myself!

Non-technical Webinar Preparation Checklist:

My Computer
There are a number of checks that need to be made on your hardware that is not connected to any particular webinar package. For example:

  • (I assume that I have already tested the webinar package and accepted the webinar invitation.)

  • Close down all competing open programmes that may be running, and shut down any open documents, except exactly what is needed: internet and skype - (all those extraneous open windows, half written email messages and blog/Twitter/FB/LinkedIn pages need to be shut down/saved)

  • Check that the mute button on the computer is not on.

  • Unplug the extra monitor, stick to one (nothing more maddening than having to look two places at once on top of everything else).

  • Check that headphone/microphone cables are in the right jacks.

  • Make sure you have enough money on your skype account.

Content

Whether you are the presenter/facilitator or facilitating another speaker, you will need to be able to anticipate the next slides and have your discussion questions/notes queued up and ready to go.

  • Have a copy of the printed slide set in handouts (6 per page - latest version of course).

  • DON'T staple (it's hard to turn pages with one hand on your mouse/keyboard/pen).

  • Print slides one sided (as an exception to the rule - turning pages is also noisy).

  • Make sure the pages are numbered legibly (so easy to keep in order as you slide them across).

Environment - Ambient Noise

This is critically important, whether you are in a cubicle or a home office - the latter can be even more unpredictable, as is my case. As the facilitator, you have your audio on 99% of the time, so any kind of noise is a big issue.

  • Turn your cell phone on vibrate (even if it is across the room).

  • Move any other phones like landlines out of the room (they tend to all go off at the same time as someone tries one, and then when you don't answer it, they try the other).

  • Put a DO NOT DISTURB sign on the door (with the time frame of your call).

  • Lock the door.

  • Tell anyone in the house with a penchant for spontaneous hoovering to wait until after your call (nicely so they don't decide that they never want to hoover again).

  • Let the cat in (especially if it likes to sit outside the office window behind your computer, meows loudly, has incredible persistence and suffers from bad timing).

Environment - Your Office

Managing and preparing the space around you is incredibly important and easy to forget until you are right in the middle of your webinar and shuffling through stacks of stuff looking for a pen.

  • Clear the desk from EVERYTHING except your slideset, one note paper and pen (everything else will be in your way at some point).

  • Add tissues (seasonal)

  • LOOK BEHIND YOU! (Use your video for this -move dead or past-prime plant, coffee cups, extraneous rubbish, strange photos, from view behind you).

  • Straighten up any pictures on the wall or put up some visual interest behind you (NOTE Business Idea: Backdrops for webinar presenters that cover messy office spaces and add pleasing, unfussy visual interest. Swiss alps, Tibetan monastery, Carribean beach view.)

You

You and the slideset are the only thing that people are seeing/hearing for an entire hour, have a heart and think about it from their point of view.

  • Think about what you are wearing (top half only). Can you add colour, pattern? (Same consideration as for a stand-up facilitator, but from the waist up.)

  • Comb hair

  • Apply lipstick (or increase your video contrast controls - only half kidding here - nothing like a bland, washed out presenter.)

  • Do you need coffee or water on hand?

  • Don't forget the washroom (you won't be nipping out during the group work on a webinar)

When I first started this checklist, I couldn't believe how many things needed to be considered prior to facilitating a webinar. I imagined that if I had my slides prepared I could just sit down, plug in and present.

But there is definitely more to it than that - especially if you want to be able to concentrate on the content and dynamics in a virtual environment where you are getting much less sensory input. In this kind of setting many of your facilitator senses are cut off or drastically reduced -you have no sight to speak of and certainly no visual cues on how people are feeling and following. You also have very little hearing, as most of the time participants are on mute until they want to speak, and certainly none of that sixth sense that helps a facilitator in a face-to-face setting read her participants in order to know how and when to engage them and adjust the process to fit their needs.

So for webinar success, increasingly a feature of a facilitator's work, you need to anticipate and prepare much more than you might expect. Make your own checklist or add to mine - what have I left out?

(For the checklist without the bla, bla, blah, click here: Webinar Facilitators Checklist)

Monday, February 22, 2010

The Changing Face of Learning - It's Here!

I have just finished writing the report for a very interesting study aimed at a reconceptualising a large organization's Training Division into a Learning Division, and exploring what that might mean for its structure, task orientation, skill sets, and correlated processes and policies. It was a fascinating exercise in both retrofitting and growing new functionality in the division, all the while maintaining ongoing delivery to support the institution's goals and objectives.

My report had a number of suggestions which were very much informed by all that I am seeing and experiencing in my work with various organizations and teams, and hearing in related communities of practice, about the changing face of learning. The first three suggestions were:

* Moving from Training to Learning
* Blending Formal with Informal Learning
* Exploring New Learning Technologies

Today, synchronicity (and a good network) provided a number of useful resources that capture these trends, and help substantiate these suggestions in a succinct way; so I thought I would share them here (on our 300th blog post!).

The first was an interesting LinkedIn slideshare called The Changing Face of L&D which was posted recently by Jane Hart from the Centre for Learning and Performance Technologies and Jay Cross' Internet Time Alliance. This was a presentation to the Learning Technologies 2010 conference in London, and shares in a neat visual way how the social media revolution has precipitated a social learning evolution. (Thanks to Michael Randel for sending that!)

Then I read today's Chief Learning Officer e-news, which featured an article by Agatha Gilmore titled "Tweet This: Creating a Social Networking Strategy" which helps organizations reframe their question from "Should we address social networking?" to "How will we address it?" It also offers some good suggestions for CLOs on the policies that are needed to make this addition to workplace learning work best.

And finally, a spirited discussion on the LinkedIn Chief Learning Officer Group mentioned Josh Bersin's December 2009 white paper on "Enterprise Learning and Talent Management 2010: Predictions for the Coming Year" (which I just read today), which includes 12 predicted strategies for organizations this year including, "We are shifting our focus from e-learning to We-learning," and "Learning Management Systems will continue to evolve into talent and information learning platforms, and Collaboration Systems will become hotter. Other learning tools will continue to grow."

There is a lot of noise in cybersphere about all this, and (full disclosure) I am definitely an advocate. If it is indeed here, now there is definitely some work to be done in our organizations and businesses to think very practically about what that means for our existing work in capacity development and learning. Thankfully these do not sound like distant, frontier concepts anymore. They are right on our doorsteps, waiting to be invited in.

Tuesday, February 16, 2010

Warning: This Post is Rated PG (Practitioner Guidance Suggested)

I am writing what's turning out to be a very long report that's thinking about the evolution of training into learning. And I'm very much enjoying the late night research part, which flicks me serendipitiously through many of the grainy midnight channels of the World Wide Web, as well as into some brighter and more highly produced mainstream offerings.

Last night on my channel surfing, I clicked onto Jay Cross' newest article on Chief Learning Officer called, "Dirty Words" and have not stopped thinking about it. It wasn't the title that got me, it was the story, of course.

It was a cautionary tale.

There is indeed something deliciously self-perpetuating about a new field of work, once you can get past the nay-sayers and eye rollers, into a set of early adopters who can help to develop the shared vocabulary, the group of interconnected concepts, the specialised actions that can be attributed to "practice" in the field.

These people start to move ahead with it. They spin off a set of correlated concepts, further definining the field, making distinctions and boundaries that set the new off from the old. There is a sense of identity of the group, and a set of short hand terms and labels emerge. You can get pretty far into it before you notice that the buzz is contained in a small (but hopefully growing) group of practitioners. The attractiveness of the cache sits rather uncomfortably with the kick you get from proselytising the new message (dooming you to putting yourself out of an elite job, and into a historical role as one of the First).

That is what I hear Jay Cross talking about in his article on Dirty Words. As learning and informal learning, rather recent in their more specific usage (several years, short in the grand scheme of things) has developed this far, with its pantheon of leaders, its specialised journals, its sub-themes, and key words. In his article Jay reminds us how other people in our institutions (those with the money as well as the need) might hear their learning teams talking and what they think when they hear some of our accepted buzz words.

I am writing my report, fully pro-learning and full of venacular for me, to an audience that has yet to be convinced (not about learning, but about the subtle difference between what we are talking about now and what went before - such as training and capacity building.) I say "A Field is Born!" but they might hear it as "#$%^&*!". This advice from Jay is coming at a good time. When I go back through my report, I will have to remember to use my PG filter (Practitioner Guidance Suggested).

Tuesday, February 09, 2010

Don't Be Afraid of Fun in Institutional Learning

The title of the next Chief Learning Officer Webinar I've signed up for is called, “Corporate Learning in 2010: Social, Mobile, Collaborative, Engaging and Fun.” I was interested to find an example of this - of how informal learning at the organizational level can be just that – here near Geneva last week.


I had lunch at WWF International in Gland, Switzerland, last Friday where they were just completing a Learning Week that featured five packed days of learning exchange from “How to take a good photograph” to hot topics like the Water Footprint on which WWF is working. When I walked into their offices at lunchtime I could feel the buzz – sessions were going on all over the building, often five in parallel, all internally sourced. Internally is defined broadly here, as some external people were presenting and running sessions too; these external people however – from globally recognized Business Schools and multi-national corporations – were all WWF partners who had taken the opportunity to contribute some of their knowledge to this organizational learning extravaganza.


Fun and learning are not mutually exclusive, as we all know, although having fun in the workplace is not what we have come to expect. It is refreshing to see how that synergy of informal learning and fun can open up space for real connections both at the content level and interpersonally, that can then lead to productivity results afterwards.


As I left, prizes were being given away by senior management for the best presenters, to the person that attended the most events, and so on, in the wrap up of this Learning Week. It no doubt ended with the same energy with which it started – Day 1 of the agenda featured a Staff Quiz, all about the institution and its work. Eight teams turned out in Fancy Dress (I hear), to compete in rounds towards the champion position. Team scoring was done by Senior management. The Pub Quiz format was about institutional learning and exchange, and also ticked the fun box for team development and relationship building. As a Learning Week launch it no doubt served as a wonderful icebreaker for the open discussions and cross-silo-fertilization of ideas that would no doubt follow such an activity.


Reducing “power distance” in organizational hierarchies can also be treated through fun - a staff party where Senior staff bartend, as WWF had, might demonstrate the service orientation of the highest level of management, not to mention model some of the acute listening skills that bartenders are well-known for (and not just for drink orders.) In addition, everyone was invited to submit a session idea, again taking decision-making out of the hands of a few and into those of many, now co-creators of the content.


These are the kind of clever decisions that have important and subtle effects.


Whether skills building or learning about one another’s programmatic work, event titles on the five-page agenda, featuring over 75 events, were innovative too (“Herding Cats 101” building facilitation skills, and “How to manage your energy, not your time”), promising fun and interaction and not just a barrage of PowerPoint. (In fact, guidelines sent out in advance requested reduced reliance on PPT). Even the physical spaces that were used made that in some cases impossible, I saw a hands-on session happening at a clutch of computers in an open space area, others were in the Visitor’s area - unusual spaces for this kind of exchange that signaled something different than business as usual.


Why not host an in-house learning event/conference that is a provocative mix of formal and informal peer-learning which is interesting, useful and most importantly fun. It takes some courage to put on such an event, but the opt-in, staff-built programme with lots of choice no doubt helps people tailor their learning needs to their own interests, and allows them to learn much more about and from their peers through the shared format of fun.

Saturday, February 06, 2010

Get More Done with Less Effort: A Systems Story

Some people ask for examples of how systems thinking can be applied. Here's a story that I came across recently...

Imagine you are a headquarters-based training unit in a big organization and, among other things, you put out a two-page newsletter each month that features short paragraphs describing all the different training activities that the many field units are conducting. Collecting the articles is hard work, you need to bug people all the time to send something in. Finally you get your quota of news and you publish it. At the end of the newsletter, you write "For more information, contact info@ourunit.org ".

Early on, after you would publish the newsletter you would get a string of requests for more information that needed follow up, which took quite a lot of time - going back to all the various authors and asking them for information, or passing along the request and checking that they answered it. It would take a while for the author to respond to you, the central HQ unit, then you would send back the information to the person who requested it. It took so long to get the information, that the perception of responsiveness of the HQ unit started to be affected, and eventually no one asked for more information. It started to get even harder to get trainers to answer your news request, you might eventually need to cast your training news net wider, which would need more research and take more time.

You find you are spending a lot of time administering this information exchange. And actually from the lack of timely response from the trainers, and feedback from your readers, you are not sure what kind of impact this is having. As a result this newsletter might not be at the top of your To Do list. Is it time for the newsletter again?

So what are our opportunities here?

You are putting a lot of energy into making this newsletter work. Is there something that you could do differently that would drive this process for you? How could you get the system to do your work for you, rather than you having to do everything yourself? Maybe there is something in the structure of the system that is currently operating that is making it less efficient than it could be. You are clearly in the middle of it. Can you step aside, and shorten some of these information pathways?

What if, instead of putting "For more information contact: info@ourunit.org" at the very end of the newsletter, you put, "For more information write directly to Trainer SamSmith@hisunit.org" at the end of every article? What does that simple change do? Well, for one thing it lets people send their requests directly to Sam or whoever, and you don't have to get in the middle of all this correspondence. It puts a name and potentially a face to the training (can you put the photo of the trainer by his/her article?), and might encourage more contact between the readers and the trainers. Someone will see Sam now in the corridor on his visit to HQ and be able to talk to him about his training, rather than not knowing who conducted it.

Putting Sam's name on the article serves to raise his visibility as the owner of the activity. He now starts to get some notoriety for his articles, and when people contact him for more information he gets direct feedback on his work. His article might bring him some new contacts, new internal clients, or potential partners. People will start to know more about what Sam is doing and when they are conducting training on a similar topic, they might bring him in. Sam starts to see the value of this reporting activity, and this incentivizes him to use that opportunity and to get his articles in on time; it becomes a great marketing route for him and his team. He might even improve the quality of his article because his name is on it now, instead of some anonymous info-email address in HQ.

Now, when the articles come in to you on their own, the quality is better, and you have more enthusiasm from the trainers, your task putting together the newsletter gets easier and more enjoyable. Your admin time goes down, and maybe you can spend more time instead finding new authors, or starting a friendly competition for the best writer of the year, the most prolific writer, the one that receives the most comments, etc., or working with existing trainers on their writing skills, or maybe you can start to find photos (where you never had time for that before). Now instead of having to free up days of work to get the newsletter out, it might be more like hours, and the newsletter can move up your to-do list.

This process starts with a good question - asking yourself if there is something that you can do to trigger reactions in the wider system that can sustain the positive effects of your actions. That is using systems thinking. You want your effort to achieve progress without constant energy input from you; so you ask yourself, what can I change, even with a small strategic effort, that can create a situation where other people, those centrally involved, are happily doing this work (instead of me)?

In this particular case, incentivising the trainers by giving them more visibility and shortening the feedback time from their readers would be a good and simple move. You might consider as a next step putting your news on a blog, and cultivating a set of trainers who would get a kick out of blogging about their activities, and could even post their own articles instead of you (you could give them a set of guidelines and some support). Then if you still need to publish a newsletter, it would be as simple as going on the blog and pulling off the top articles (SiteMeter could even take the guess work out of that) and republishing them in hard copy for the field based staff. The biographical information on the trainers/bloggers, the instant gratification of publication, along with the instant feedback they would get in the comments section would continue to incentivize them to give you timely, high quality content. Now, your newsletter project is just a quick activity, instead of falling into the pulling-of-teeth category of work. And as a bonus you get a lot of happy higher profile trainers, engaged, proud of their work and potentially more productive as a result.

All that from changing the contact information? Systems thinking!

(NOTE: Of course systems thinking would also have you asking, what kind of resistance might I encounter when I make this change to my system? How can I curtail that before it gets to me? And the systems thinking goes on...)

Friday, February 05, 2010

Is YouTube Making Training Obsolete?

I was not too sure about this until I watched a YouTube video that helped me do something I had never done before (make a video with my computer's integrated webcam to post on my blog), now I think YouTube is going to give technical training, at least, a run for its money...I might have actually taken a training course on this...

Thursday, January 14, 2010

Futurists Give Us the "Shape of Jobs to Come": What This Might Mean for Facilitators and Learning Practitioners

Just published by Fast Future is a study commissioned by the UK Government's Science: So What? So Everything campaign on the Shape of Jobs to Come .

The study produced a list of 20 jobs for 2030, which I thought I would share because Rohit Talwar, from Fast Future, keynoted at the International Association of Facilitators European Conference in Oxford last September. His presentation, "Dancing in the Dark: The Future Business Environment", thoughtfully provoked us all consider how we as facilitators might keep up with the game as the institutions we work with, and the profile of people in them, potentially change.

In that context, he had us imagine a participant group with, for example, age ranges fom 18-200. He questioned how will we structure our sessions, breaks, marketing, preparation, when everyone has global internet exposure and is hyperconnected? How will we work in an extremely resource constrained world - green our events, dramatically reduce costs, save time? When there is incredible ethnic as well as other diversity in the room, how will we celebrate that as well as continually work on issues of difference and potentially tolerance? And so on. For some, parts of this future are already here.

I received this list of future jobs this morning and blogged it because I thought it was interesting to consider how facilitators and learning practitioners might flex methods now for working with all kinds of change in the future (whether it is with body part makers or not!):

The Shape of Jobs to Come list of 20 future Jobs in 2030 (taken directly from their list published on the links above today):

1. Body part maker: Advances in science will make the creation of body parts possible, requiring body part makers, body part stores and body part repair shops.

2. Nano-medic: Advances in nanotechnology offer the potential for a range of sub-atomic 'nanoscale' devices, inserts and procedures that could transform personal healthcare. A new range of nano-medicine specialists will be required to administer these treatments.

3. ‘Pharmer’ of genetically engineered crops and livestock: New-age farmers could be raising crops and livestock that have been genetically engineered to improve yields and produce therapeutic proteins. Possibilities include a vaccine-carrying tomato and therapeutic milk from cows, sheep and goats.

4. Old age wellness manager/consultant: Specialists will draw on a range of medical, pharmaceutical, prosthetic, psychiatric, natural and fitness solutions to help manage the various health and personal needs of the ageing population.

5. Memory augmentation surgeon: Surgeons will add extra memory capacity to people who want to increase their memory capacity. They will also help those who have been over-exposed to information in the course of their life and simply can no longer take on any more information thus leading to sensory shutdown.

6. ‘New science’ ethicist: As scientific advances accelerate in new and emerging fields such as cloning, proteomics and nanotechnology, a new breed of ethicist may be required, who understands a range of underlying scientific fields and helps society make consistent choices about what developments to allow. Much of science will not be a question of can we, but should we.

7. Space pilots, tour guides and architects: With Virgin Galactic and others pioneering space tourism, space trained pilots and tour guides will be needed, as well as designers to enable the habitation of space and other planets. Current projects at SICSA (University of Houston) include a greenhouse on Mars, lunar outposts and space exploration vehicles.

8. Vertical farmers: There is growing interest in the concept of city-based vertical farms, with hydroponically-fed food being grown in multi-storey buildings. These offer the potential to dramatically increase farm yield and reduce environmental degradation. The managers of such entities will require expertise in a range of scientific disciplines, as well as engineering and commerce.

9. Climate change reversal specialist: As the threats and impacts of climate change increase, a new breed of engineer-scientists will be required to help reduce or reverse the effects of climate change on particular locations. They will need to apply multi-disciplinary solutions ranging from filling the oceans with iron filings, to erecting giant umbrellas that deflect the sun's rays.

10. Quarantine enforcer: If a deadly virus starts spreading rapidly, few countries, and few people, will be prepared. Nurses will be in short supply. Moreover, as mortality rates rise, and neighbourhoods are shut down, someone will have to guard the gates.

11. Weather modification police: The act of seeding clouds to create rain is already happening in some parts of the world, and is altering weather patterns thousands of miles away. Weather modification police will need to control and monitor who is allowed to shoot rockets containing silver iodine into the air - a way to provoke rainfall from passing clouds.

12. Virtual lawyer: As more and more of our daily life goes online, specialists will be required to resolve legal disputes which could involve citizens resident in different legal jurisdictions.

13. Avatar manager / Devotees Virtual teacher: Avatars could be used to support or even replace teachers in the elementary classroom, for instance, as computer personas that serve as personal interactive guides. The Devotee is the human that makes sure that the Avatar and the student are properly matched and engaged, etc.

14. Alternative vehicle developers: Designers and builders will create the next generation of vehicle transport using alternative materials and fuels. Could the dream of underwater and flying cars become a reality within the next two decades?

15. Narrowcasters: As broadcasting media becomes increasingly personalised, roles will emerge for specialists working with content providers and advertisers to create content tailored to individual needs. While mass market customisation solutions may be automated, premium rate narrowcasting could be performed by humans.

16. Waste data handler: Specialists will provide a secure data disposal service for those who do not want to be tracked, electronically or otherwise.

17. Virtual clutter organiser: Specialists will help us organise our electronic lives. Clutter management would include effective handling of email, ensuring orderly storage of data, management of electronic IDs and rationalising the applications we use.

18. Time broker / Time bank trader: Alternative currencies will evolve their own markets – for example time banking already exists.

19. Social 'networking' worker: Social workers will help those in some way traumatised or marginalised by social networking.

20. Personal branders: An extension of the role played by executive coaches giving advice on how to create a personal ‘brand’ using social and other media. What personality are you projecting via your blog, Twitter, etc? What personal values do you want to build into your image - and is your image consistent with your real life persona and your goals?

Whether you agree with this list or not, it is still interesting to consider how things change (both with the people and the context) as a learning practitioner and facilitator, and consider how you notice this, and how you adapt your practice to work with it.

Thursday, January 07, 2010

Make a Game Out of Any Workshop Topic (The drier the topic the better!)

Tweet version:
Dry topic? Make a GAME: Take topic, identify behaviour desired, make game to practice (team it, test it, time it), add drama, give prizes!

Imagine you have what might otherwise be a dry topic, like sharing a complicated membership application process (not that some people won’t find this exhilarating, of course). As exciting as that topic might seem to those people, you cannot imagine being able to keep a workshop room of 30 people’s undivided attention long enough to go through all the 18 steps (no joke), including the many subtleties and elaborate intricacies of the process, as told by one of the experts.

You still need to transfer the skills and knowledge – why not make a game of it?

You might go about it like this:

1. Pin down a goal: What do you want to be different? For example, regionalising a complicated membership application process so that everyone can conduct it, and not only a handful of HQ people.

2. Identify desired behaviours involved: What do people have to do to achieve this goal? For example, A) following the steps of the application process in the right order (order in this case is important because you need to have the right information to meet different external deadlines imposed by a larger governance and funding process), AND B) be able to make judgements on the quality and completeness of application information submitted at different steps. Here we have two very specific actions – perhaps two different games? (We made two games to keep elegantly simple what could otherwise have been too fiddly.)

3. Develop game materials: What are your physical manifestations of the game? For example, can the steps of the process be put on paper and then separated like a puzzle (without the step numbers of course), to be put back together? Can the questions be put in the form of a quiz worksheet?

4. Design the game mechanics: How do people play – in teams or individually? Are there specific roles? What are the steps of the process? What is moving around – are they building something, answering something, putting something in sequence?

5. Set the rules: What are the rules – what you can and cannot do? What do people have to do to “win”? (Be very consistent with the rules if you give them, otherwise some people get very frustrated if shift happens. Make very few and stick to them.)

6. Time it: How long is a round? How long is the game? (Make sure to keep to the time and don’t go soft on it unless specifically contracting an extension or change with the group, or else the boundaries of the game start to blur.)

7. Record it: How do people record their progress? (back to that quiz sheet) How do they know when they have won? Is there a place to record scores? (what about a big team scoreboard like in baseball?)


8. Test it: Who is the authority who will announce the winner? If appropriate, do you have on hand the “suggested answers” and someone who can explain them?


9. Add drama and surprise: Where can you add some of the fun that goes with games? Mysterious prizes – like a Skip-a-Session-To-Go-Shopping Card? (even better than Get-Out-of-Jail-Free!) Running light commentary like at an auction or football game? New unusual seating arrangement or new room? New teams with different team names? A “judge” as a role play? A bell or whistle to signal round changes?

10. Celebrate it: What is the prize for winning? Chocolates to share? Longer coffee break? First in line in the lunch buffet? The glory of being first (Note: Personally, I get a lot better engagement with more desirable prizes – excuse a pertinent yet non-work example: I cannot get my kids excited to compete in the Getting Dressed in the Morning Game if they know the prize is a Big Kiss from Your Mother.) Also, if you have two games, give different prizes.

11. Debrief it: How can you help the teams make the points? What questions can you ask for people to notice their learning or question aspects of the practice?

It’s certainly not as easy as it sounds to make a good game that people will have fun playing and also have it be a successful learning intervention. One of the most important steps is of course:

12. Practice it: Make sure you know how to brief and debrief it, know and have tested the rules, and have all the measurements of success and prizes ready to go.

Then change the name of your workshop session from: Introduction to Regionalising the Membership Application Process to GAMES DAY! (and at the end of the session, instead of "Good Work" you can delightfully say "Thanks for Playing!")

Tuesday, January 05, 2010

Thought for the Day: On Knowledge Workers



Like cobblers kids, do Knowledge Workers kids get no time?


(This rather bleak thought has been haunting me since I Tweeted it last week, I'm hoping posting will exorcise it - or maybe it's better as a New Year's resolution not to work so much!)

Wednesday, December 30, 2009

Putting Action into Words (Hunh?)

I have been spending the last weeks at my desk developing a shared “curriculum” for a trio of sustainability leadership development programmes in different parts of Africa. I find myself writing about activities that help people make impact in their contexts and communities, and about how to take ideas from rhetoric to behaviour change.

That's what I'm writing about, but what I'm doing is actually the opposite. I'm taking action and putting it into words. And I realise as I write this shared curriculum, ostensibly from existing materials, for a global programme that has already existed for some 15+ years, how useful and unusual it is for practitioners to take this extra step in their capacity development and facilitation work. That is, to actually write their “curriculum” down, or record it in some way - to capture more than just the content, but the learning process used (the learning objectives, the frames, the questions, the activities, the timing, etc.) Here are a few reasons why I think this is useful and important in this day and age.

Finding efficiencies and economies of scale

This curriculum development exercise was initiated because of a consolidation of three existing programmes who want to create efficiencies and economies of scale from sharing past and future learning investments and practice. These programmes are located in the same “region”, but that region is Africa, and we all know how big that is. So frequent face-to-face work and oral exchange becomes less viable, and flying the one person around who knows how to do X-by-heart is also more problematic. It needs to be documented some way so that everyone can use it.

Democratising the learning process and creating on-demand resources

Writing the process learning down, or recording it in some way, helps move the learning from the expert model, where the knowledge is kept in one or a few people, and makes it available to a wider community of other facilitators (or would-be facilitators). Although distance knowledge sharing is aided by conference calls and video skype, (although still somewhat limited by accessibility), it is still rather impossible to download days (or years) of process this way, and unless you record the exchange, it is not available later when you might need it as an on-demand resource. And even if it is recorded, it is probably not tagged so not searchable later (and who will wade through 40 hours of hand-held workshop video?) I know change is coming in this area because I participated in a demo webinar of Quindi, which is a software package that aims to capture all aspects of meetings including video recording, which then is organized through tagging and bookmarking, but I have only just heard of this recently and not seen it in practice yet.

Promoting knowledge retention and exchange

When each programme team started their own training work many years ago, they probably did not anticipate that they would be in the position one day where they needed to share everything. In this global programme there were initiatives to report on curriculum, outlines were shared, presentations made, but not a lot of learning content was shared across the network and used by other programmes. As a result, I am not finding as much of the curriculum and learning process documented as I would like for this exercise I'm undertaking. It exists in the heads of the facilitators and faculty, but without a great deal of investment, that is very hard to use. Putting action into words can help document the learning process into reusable learning objects which then can be shared and really used.

I wouldn’t mind how this was done - practice and learning materials could be taped and YouTubed and well-titled, recorded into how-to podcasts, blogged, or simply written up (well-labelled -not pdfed please, what a pain to reuse!) and stored on a hard drive somewhere ready for emailing, even better on the cloud. Not only would it be useful for me, but it would be useful for anyone new (and in this time of high turnover, new colleagues are not unusual.) We would all benefit from this tacit knowledge of how things work, whether it is to build it into a new learning process, or share good practice with other parts of the larger leadership development network.

Creating Social Learning Opportunities

Writing things down or recording them in any way takes time, and it is certainly easier for a facilitator to simply have a learning framework in your head, to put together your materials and make it happen. And this immediacy can be very good for learners (but not so good for your peers - in fact, the better you are at facilitating learning activities, with your stock of tried-and-true games and activities, the less likely you are to record your process I find.) However, I think you can do both. If you want to contribute to social learning, and in turn benefit from the conversation that happens when someone can see and query your practice, then find some way to record it and make it useful to others who can then benefit from your work and grow the practice overall.

People who work in leadership for sustainable development need to help leaders make transformational change, and put their words into action, but in order to help this leadership learning community to strengthen its own practice, we also need to put this action, somehow, into words.

Friday, December 18, 2009

BBC's Holiday Video: Wish I Had Home for Christmas




Thanks to the BBC for a slightly odd, but very environmentally-message friendly holiday video!

PS: And just to make more of a learning object out of this (e.g. more than learning that squirrels can play the saxophone), this is the first time I have embedded a video into blog post, much easier than I thought to copy in the code. OK, maybe the squirrels are more interesting - Happy Holidays from me!)

Wednesday, December 16, 2009

Follow the Leaders: Sharing Jay Cross' Collected Wisdom

The recent Online Educa International Conference on Technology Supported Learning and Training featured a stream of fascinating workshops in and around informal learning that was organized and facilitated by Jay Cross (author of Informal Learning: Rediscovering the Natural Pathways That Inspire Innovation and Performance.)

I attended a number of the workshops in this stream, that started with a session called "The Great Training Robbery" and included others such as "The New Era of Corporate Learning Unconference" and a Pecha Kucha Mini-Master Class (my first exposure to this cool presentation technique). (Note for conference organizers: Titles are everything when you have 10 parallel sessions to choose from, plus the ongoing pull of the cafe or bar for networking; this stream had some of the most provocative titles and they lived up to their promise.)

Today, Jay kindly sent around to participants of his workshop stream a wonderful set of links to all the rich content and out-front thinkers who contributed to his sessions and said, "Feel free to pass it to others." So here it is, a veritable cornucopia of fantastic stuff about learning, well worth exploring for new ideas and to get a feeling for where some of the leaders in this field are heading:

Session: Informal Learning + Web 2.0 = Social Learning Breakthroughs



  • The Cluetrain Manifesto, the important book for understanding web culture;

  • Jerry Michalski's video interviews with Dutch traffic engineer Hans Monderman (who challenged transport planners to look again at the way people and technology relate to each other);

  • Enterprise 2.0, important new book by Andy McAfee;

  • CIA Blog & Wiki Vision by CLO Carl Andrus;

  • Toolwire, David Clarke IV's company;

  • Jerry's online Brain and tweetstream

  • Jay's Research Page and Articles

  • Jane Hart's eLearning Pick of the Day

  • Jane's Social Media in Learning


  • Pecha Kucha Mini-Master Class:
    Recordings of our first four Pecha Kucha sessions on YouTube.

    Session: The New Era of Corporate Learning

  • Internet Time Alliance, the folks running the workshops

  • Charles Jennings' blog

  • Jay's blog

  • Kevin Wheeler's Global Learning Resources and blog, Over The Seas

  • Kevin's Corporate University site

  • Jane's Centre for Learning and Performance Technologies

  • Jay's notes on Unmeetings and Open Space Technology

  • Jay's Research Page

  • Online Educa Learning Video Festival
    The video listing is at http://bit.ly/8XPDsB

    Faculty (Gillian: I added the links here)
    All of these experts make multiple resources available for other's to use, whether its a daily reviews of learning tools and news on their blogs, Delicious pages, Flikr accounts, Podcasts, YouTube videos, and Twitter feeds - all are focused on social learning, walking their talk, and making it easy for others to follow some of the leading thinkers exploring this growing field.