Showing posts with label Productivity. Show all posts
Showing posts with label Productivity. Show all posts

Sunday, December 18, 2016

Holiday Craft for Facilitators, Moderators and Speakers: DIY Speaking Cards



You are speaking, facilitating, moderating, or MCing at a BIG event.

You are in front of dozens, hundreds, a thousand people, and you are introducing people with big names and long titles.

The lights are bright, the video camera rolling, surrounded by a buzzing room full of eager participants. Can you remember all those names, important titles, their honours and awards, and in the right sequence up there on stage?

You need some notes! But you don't want to hold those crinkly printed white papers, or a handful of index cards that might accidentally flutter down to the floor like snowflakes, mixing themselves gleefully all around your feet.

Here's an easy DIY craft for the holidays (she said only partly kidding, because when you really need them you might not have the time or patience to make them, or the right materials, so think ahead!)

You need just a few simple supplies:

Materials:

  • Rectangular facilitation cards in the color of your choice - maybe a different colour every day, one that matches your clothes, or the branding of the event? 
  • White paper to cut to size.
  • Scissors
  • Glue stick
  • Hole punch
  • Pen
  • Ring (that opens, I bought a pack of these in an office store)
Make your cards: 
  1. Cut the papers to size so they fit into the middle of the card and don't leave too much extra space, but a nice frame (remember people will see this in your hands).
  2. With the glue stick, stick the white paper on the card on one side (leave the back blank OR put your logo or the event logo on the back.) I think a plain volour back looks less fussy.
  3. Punch a hole in the upper left hand corner - try to put the hole in the same place for every card so they aren't uneven in your hands.
  4. Put the ring through. Click!
  5. Number the cards (still helpful so you know where you are.)
  6. Write your notes on one side of each of the cards.
  7. Feel happy that your notes look good, they won't get out of order, and you will remember everything to make things run smoothly and give you peace of mind! 


Happy Holidays and Happy Facilitating from Bright Green Learning!!

Thursday, May 21, 2015

How Do You Organize Your To-Do's, Tasks and Work Flow? A Blog Post for Productivity Geeks Only


It is always interesting and fun to swap personal productivity systems tips and techniques with others. How do other professionals organize themselves, their information and workflow? How do they keep their tasks and "to do's" up to date? Do they combine home with work projects?  All great questions that we have all pondered at one time or another.

Today I got to share some of my tools, and a central piece of this is my GTD-inspired notebook that corrals all my work and home processes. For years I have been a devotee of David Allen's Getting Things Done (GTD) and have implemented a number of these techniques over time, and adapted them for my own purposes. The result is not 100% GTD, but warmly inspired by it (See this blog's other tags for GTD to read more about how I use this interesting system). On today's call, I offered to share my Tasks Notebook table of contents, and instead of writing an email I thought I would blog this -  Linda, this is for you!

Getting Started: Hardware

I use an A5 notebook that has removable pages so that when pages get full I can simply replace them.


I have plastified tabs that separate major sections (see first photo). These are labelled as follows:

  1. Next Actions - the immediate next action on a project or task, organized by context
  2. Waiting - Things I am waiting for
  3. Projects - Activities that have more than one task (these can be work or home)
  4. Agendas - Pages for people that I talk to or work with regularly
  5. Someday/Maybe - Things that I don't want to do now, but don't want to forget
  6. Checklists - Lists that I have made once but will use again 
Within each of the tabs there are a number of individual pages, These are described in more detail, tab by tab, below...  

Next Actions Tab: Organized by Context
  • Email Work - Time Sensitive: These are emails that need to be sent quickly, their deadlines also show up on my calendar.
  • Email Work: These are emails that need to be sent, but have more flexibility in terms of time, but are not in the Someday/Maybe category - yet...
  • Computer Work - Time Sensitive: These are things that need to be done on my computer (writing, reading online documents, checking websites, signing up for things online, etc. in a time sensitive manner)
  • Computer Work: Again less time sensitive but still needs my computer, including things I need to do online
  • Office: Things that I can do in my office that don't involve my computer. This can be reading hard copy, scanning a file, finding a business card, practicing my next toastmasters speech, etc.
  • Write Blogs: I have a separate page for this to record my blog ideas, they were clogging up my Computer Work page, so I made a separate page for them. 
  • Email Home - Time Sensitive: Any email I need to write quickly that is home-related - like send an email to an internal listserve to find a pet sitter for my dog for vacation, etc.
  • Email Home: Not time sensitive but again not on the Someday/Maybe list - for example, thank Grandparents for present (this should be on my son's To Do list, but somehow is on mine).
  • Computer Home - Time Sensitive: Fill in that accident form, rent a car for holiday, etc. Things that need to be done on the computer asap.
  • Computer Home: These are online and computer-assisted tasks that are not as time sensitive - such as find the baseball schedule for spring, sign up for half-marathon in October, etc.
  • (Note that when I am travelling I might start a page called Computer Plane/Train - which includes things that I need to do on my computer that I don't need to be online to do)
  • Home - Indoors: Things I need to do in my house (change light bulbs, make a list of household repairs, find the cabin key, organize the loft, etc.)
  • Home - Outdoors: Things I need to do outside the house - like trim branches, put up the hammock, etc. These may be seasonal in which case I might write them on a paper and put them in my tickler file for that month. (My tickler file is a major life-hack for me, couldn't live without it! Google it, there's lots of ways to set it up.)
  • Calls: Phone calls I need to make WITH the telephone numbers (no good just saying 'call the orthodontist' - then you should put it on your "Computer" list as you need to find the number before you call.)
  • Errands: These are things I need to go out to do - buy slippers, turn in something to the lost and found, buy a baseball glove, etc. I organize these by place which can be shop (department store, grocery store, garden store) or the town where I need to go to get them. 

Waiting Tab: Things I'm Waiting For

This tab only has two pages:

  • Waiting for Work - Things I am waiting for comments on, things I asked people to do, things people promised to send me, things I lent that I am waiting to get back, payments for invoices sent, contracts promised, etc. 
  • Waiting for Home - Things I ordered online, money my sons owe me, phone numbers I asked for, dates for weddings, school photos delivery, etc. 
Projects Tab: Current Projects

This tab has a master list of projects first, with little boxes that I can tick when they are finished, and then a list beside it of pending - these are projects that are potential but not yet settled. Once they are settled they go into the master list. I keep this by year, so I am working on my 2015 list now. Once a year passes, I take the list and put it at the back of this tab, so that I can keep in mind the projects that have been completed.

After the master projects list, I have one page for each project, organized alphabetically. They have the next actions listed and create some redundancy with the Next Actions Tab, but give me an overview of the project and its steps and activities.  

Once a project is done, I take out the page and toss it (unless it is useful to keep the steps, then I keep it in the Project file. These are for any physical artifacts - meeting notes taken by hand, printouts, brochures, etc - that I need for my project. They are all kept in pink paper folders (all the same colour and style for added neat factor) and have a label (label maker essential - same reason) and kept in alphabetical order on the side of my desk so when I get a call or go to a meeting, I can grab it easily.



Agendas Tab: For People I Deal With Regularly

This tab has a page for each of the people that I deal with on a regular basis, husband, kids, colleagues, etc. The page has their name at the top, and then anything that I need to talk to them about I write there (from "can you help me find my lost file" - husband being software engineer  - to "you owe me 32 francs" - son (the former might also be on Email Home - Time Sensitive and the latter would also be on Waiting - Home.) I don't think redundancy is a problem, whatever it takes to get it done. With the Agendas lists, when you are sitting down in front of someone, you can just work through it quickly and get answers efficiently. 

Someday/Maybe Tab: For Things I Might Want to Do Someday

This set of lists was very liberating. So many things sat on my To Do lists for ages, I just kept copying them and not doing them for one reason or another. This set of lists - which are Someday/Maybe Work and Someday/Maybe Home include all those things that I don't want or need to do now but that I don't want to forget. There might be a reason why the time is not quite right, so I write them here and I review this regularly and occasionally they move up to the Next Actions Lists because the time is right. Or else they stay there (forever). Sometimes I have wildly ambitious ideas - Write a book, Listen to the Reith lectures, Do a PhD, Buy a trampoline, Take all the photos off my SD cards, Get a dog (well this latter I finally did), etc.  

Checklists Tab: Never Make These Lists Twice

This final tab is a useful one. If there are things you do over and over again, why not make a Checklist and keep it for the next time? For work I have a mobile working checklist - all the things I need to take when I am travelling with work, a venue checklist when I am looking at a workshop venue, a Webinar Facilitator's Checklist that helps me prepare for online webinars, and for home a ski checklist - I don't go often but I always take along the same things, etc. Make these generic and reusable and findable, keep them on the web and/or keep them under this tab. 

***
At the end of my Notebook I keep some blank pages, so that when I have some time and am doing my review (going through all the tabs and updating, checking off, moving things around etc.) I can rewrite my lists if they are full or mainly completed and pop these pages into the appropriate places. 

You need to review this system regularly (David Allen calls it a "weekly review" but I think I do it with less regularity.) When things are super busy, I set my pomodoro and do it almost daily, and when things are less busy I might do it on my next flight or train trip. Either way it is a pleasure to do. 

And even more fun is talking about and sharing those tips and techniques with others who are also productivity geeks - and you know who you are!

Saturday, February 07, 2015

Looking for a Productivity Gadget that's Low Tech for a Change? Try a Nu Board



I saw this first last year at the Balaton Group Meeting where Junko Edahiro, a fellow life-long learner and enthusiast in the field of productivity, was using her "nu board" to take notes during the meeting. I usually use my iPad and Penultimate to take photos, written notes with my stylus etc, etc. and they sync to my Evernote account so I can search them later.  (See our blog post "Fast and Easy Workshop Reports with Penultimate".) But as soon as I saw the nu board, I knew I had to have one! (Thanks to my Japanese Balaton Group friends for their kind gift - they are made in Japan!)

If you were sitting next to me in The School of Life gathering in London (on the timely topic of keeping New Year's Resolutions) last week, you would have seen me taking notes in my small nu board with a thin black marker, filling a page with notes, taking a photo of the page with my phone (I was actually putting it into my mobile Evernote app), then erasing the whole page with the top of my pen (a mini white board eraser), and start writing again. I did this again and again throughout the 2-hour event.

The nu board (available in A4 and A5 size), is effectively a bound book of thin white boards. In between each board is a transparent page that you can either write on to overlay additional text/drawings, or use it to protect your previous page from wrist smears.  You simply write with the nice thin marker (the board comes with the white one below, and the blue nu board pens, available separately, have a harder and thinner nib for even crisper writing)...


Then you take a photo of your page (as I mentioned I put mine into Evernote, but you might keep photos in a different database system) and then simply use the top of the marker that comes with your nu board to erase the page (its very easy to erase if you do it right away, if you wait you need to use some elbow grease)...


...and you start writing again. There are 4 whiteboard pages in each nu board, so you can take 8 pages of notes before you need to take your photos if you want. I had just cleared one page when I was at the School of Life, as I had not yet processed the other pages (which were from the terrific TEDxPlaceDesNations I wrote about in the previous post), but the pace of the TSoL event made that fine.

There is also a separate unbound, single page A4 nu board that I was told could be used, for example, during workshops or conferences to keep time for speakers (e.g, writing up 5 MINUTES), or give instructions to people at a distance (CLAP! - just kidding). I look forward to thinking up interesting ways to use that too.

Nu board is a very clever and simple idea. It is a paper-free solution that takes away the problem of having a bunch of handwritten notes after a workshop or meeting that you need to store somewhere (of course you can take a photo of those too, but then why use the paper?) The improvement on my iPad is that the pen is thinner and I can take denser notes on the paper (the stylus I have for Penultimate is thicker so your writing is bigger, thus less words on each page - fine in some contexts, less so in others).

The mobile photo archiving is high tech, but the nu board is wonderfully tangible and low tech in your hands, giving you the satisfaction of writing, drawing and decorating your notes page, just like you did at school - but you don't ever have to torment yourself about whether or not to throw those old school notebooks away. Presto! with a swipe, its all gone into your digital archive...


(If you want another reason to try something like this, have a look at this LifeHack article Here's Why You Should Take Notes By Hand (instead of with a laptop) which discusses a new Princeton/University of California study that shows that those who hand write their notes learn more than those who take notes on their laptops!)

Wednesday, December 10, 2014

Holiday Greetings from Bright Green Learning (and How To DIY e-cards with Penultimate)

Lizzie and I from Bright Green Learning wish you a very happy holiday season!

Want to learn something new and make your own holiday e-card in 5 min? I enjoyed using Penultimate to make these two holiday cards - how to? 1) Grab your ipad; 2) Open the free app Penultimate; 3) Start a new notebook and upload a photo from your photostream or take a new one (I used this photo taken at the Women's Forum photo booth); 4) Place it where you want it on your page and draw on your message (and/or silly hat); 5) Send the page to yourself by email (using the sharing icon on the app), it comes back in .jpg format; 6) Send out or post it on your blog! Happy Holidays!


Friday, February 07, 2014

Productivity and Walking Desks: Combining Work With Workout



Does this look familiar?

It wouldn't have to me before today.

It's my treadmill screen and my laptop screen (notice Zero Inbox!) because I just made myself a Walking Desk.

Impressed by the recent New Yorker article, "The Walking Alive" by Susan Orlean, gently informing all us knowledge workers that we are shortening our lives when we sit at our desks for so many hours a day, I decided to get out the saw (sic) and convert a treadmill over to a workstation myself. (If you want to know more, there is also a nice NPR Interview with her -Treadmill Desks and the Benefits of Walking Alive.)

I have lamented again recently on my slow down in blogging over the last year. That has been in part due to lots of work (common to us all), but also to the fact that I started to get up from my desk and go out of my office for some kind of exercise every day thanks to last year's sticky New Year's resolution. And as we all know, time is a finite resource. So at least one-hour a day (plus transaction time) almost every day is gone from work hours, and this was definitely part of my blogging time.

But today, I am writing this blog while walking 1.7 km per hour at my treadmill desk. It sounds slow, but I have been on here for 2.5 hours now (probably too long, first time over ambition) and covered some fair ground.

I didn't buy a treadmill desk, although there are some snazzy ones available, but converted a regular treadmill by simply putting a board horizontally through hole in the two "arms" of this Kettler Track Experience. The board gives me room for my laptop, phone, agenda, and some files (and probably a cup of coffee if I am careful).

It still took me a while to get it to the right work position. I immediately noticed that my laptop was too low when it was on the board to be comfortable for more than 5 minutes. So I put a stack of printer paper blocks under it to raise it to the right height. Even at this level I can still see my screen (as in the photo) so can motivate myself by time, distance or calories, if my email is less than inspirational.

It is surprisingly easy to work on my feet - I have already made phone calls, scheduled a meeting, zeroed my In-box, created a word document, filled in an online registration form, and read and commented on a paper (and wrote this blog). All at 1.7 km per hour.

All perfect? Not yet. I have to figure out how to keep the treadmill programme on manual, otherwise I will have the situation I had on my first call when the machine sped up at seemingly random times and had me huffing before I could get it back down to my comfortable pace (giving a whole new meaning to "Thinking, Fast and Slow"). I also need to get use to working without a mouse, or make my desk elevation (aka blocks of paper) wider.

I see that I might get addicted to this as it seems to take multi-tasking and productivity at your desk to a new level. And for home office workers to note: It doesn't really work in slippers (although pajamas are probably ok if they're loose enough). Finally, don't plan on walking at your desk right until the minute before you zip out to a meeting, because after a couple of hours on the treadmill, even at that slow pace, you'll be a little dizzy and disoriented when you step down on terra firma again. (So, no power tools either.)

In the time it has taken me to write this blog -exactly 44 minutes, 1.05 kilometers and 108 calories, I have kept moving, and still achieved something work related - my first standing blog post, and I hope the first of many on my feet.

Thursday, March 07, 2013

Domesticating Learning: Helping Trainers Appropriate New Materials Quickly in ToT Environments

If you're like me, you have a drawer somewhere of gadgets that just didn't quite make it into your daily routine. Or you have some apps on your iPhone that you tried but never got into the habit of using and now you are not exactly sure what to do with them.

I wrote a blog post a while ago about "Domesticating Your Facilitator" which used the theory of domestication (how innovations are tamed or appropriated by their users) to think about how to onboard a facilitator in an organisation which has not used one before. (I also had to laugh because in that blog I mentioned a  previous post I wrote in 2006 called "New Technology: It's Not Just for Christmas" where I talk again about domesticating a new video ipod (sic) that I received for Christmas and unfortunately I am pretty sure that this toy has indeed ended up in that drawer.)

I am very curious about the process of appropriating new things, so that they become useful to us and not just paper weights or pretty icons or interesting titles on our e-bookshelves, and this includes new learning.

This is on my mind in particular this week because I'm in Bangkok running a Training-of-Trainers (ToT) workshop where a group of smart trainers from around the region are being introduced to a new set of training modules on ecosystems for business that includes hundreds of slides, dozens of pages of facilitation notes, and a new sequence of presentations and activities, quizzes, case studies, icebreakers, discussions, group work etc.

All in 3 days.

And the last day of this three is a demonstration of one module that they will run themselves with a new group of interested and eager learners from outside our ToT group. So my role is to set them up for success and to help them appropriate this information so that they can use it immediately on Friday, and especially thereafter.

For me that is a part of the domestication process. Like my video ipod, receiving it and letting it get dusty in my desk after an initial burst of enthusiasm makes it much harder to use. For trainers, participating in a ToT, where you hear and work through some of the material and then go home and put that enormous binder on a shelf in your office until weeks or months later when you deliver the training (the likelihood diminishing as each week passes) is akin to putting that gadget in a drawer for "future use".

When you have an opportunity to deliver that material on your own, you will take it off the shelf, open it up and probably in the middle of the night the evening before your training (but let's hope not) and at least on your own without the ToT trainers and your peers in the room, you will have to learn it all again by yourself. At that point, unsupported except by strong coffee and Google, you will try to domesticate the material out of sheer necessity.

So how can a ToT programme change that pattern and help trainers move that process up to during the ToT (and not afterwards)?  How can you precipitate that moment when someone moves beyond passively accepting the material to making it their own?  Turning it into a tool that actually works for them, and domesticates it so it is a part of their life.

Here are a couple of things that we have built into the design of our ToT to help do this:

1) Let people read the materials
This might sound glaringly obvious, but it's not. We often try all kinds of things to get our learners into that big manual. We send it electronically in advance, or portions of it. We hand it out in hard copy the night before and ask people to leaf through it (after the opening dinner and reception and on top of their jet lag). We page through the manual with them in plenary and tell them what's in it. We do an exercise from it on page 13 etc. All these things are good of course, but it is actually amazing what happens when you block out a half hour or an hour in the ToT agenda early on (like the first morning after introductions and context setting inputs) and just give people time in the workshop room to read through the materials- to see how they are organised, the logic of presentation, and the content itself.

2) Have learners identify for themselves areas where they want more inputs
I combine this reading exercise with a job aid (a worksheet) that asks the trainers to note down the topics on which they feel they would need more support and information, and where they have specific questions (e.g. Day 1, Session 3 of the training, I have question X.) Their questions are organised on my worksheet into content questions and process questions so they think about the materials from both of these points of view.

This action gets them even closer to the materials because it asks them to imagine using it and identifying aspects where they have a level of comfort already and where they don't at the moment. Thus narrowing down where they want more (as opposed to me deciding this for them and probably getting it totally wrong). Testing the content against their existing competencies shows them that actually they know some of this already, and that there are spots where they could usefully learn more in order to use it effectively.

3) Have learners share their "learning edges" with peers
Once people have identified the areas where they want to learn more, their "learning edges" (because not everyone wants to admit where they don't know something), I send them on a "Pairs Walk"outside the room. On this walk, they use their worksheet and materials to share the questions they have with one other person in the safe environment of a comfy chair in another part of the venue or outside in the grass. It is often at this point that your partner can answer some of your questions - point to a place in the manual with the answer, or share an experience they have had that speaks to your question. This peer learning exercise has many merits in addition to getting some answers to your questions; it demonstrates the value of the peer network for support (so even months down the road, you might shoot an email to one of the other trainers to answer your questions), it shows you even more about what resources are in the material, and gives you and your peer the opportunity to "display ownership and competence of the materials" (which is a part of the "conversion" stage of domestication.)

4) Aggregate the remaining questions and answer them together in Open Space
Now that some of the questions are answered, what remains are the trickier or less obvious ones. Now back in our ToT room, I collect the remaining questions from the Pairs on cards and we cluster them to see what categories of questions trainers have left. The categories that emerge lend themselves beautifully to Open Space Technology (OST) sessions which can now be scheduled and run to discuss and answer these questions. (I have written a lot on this blog about applications of OST: Opening Space for Conversation (and Eating Croissants), and Training Camp: An Un-ToT Design as it remains for me an incredibly useful framework for learner-centred workshops.)

Anyone can host one of the OST discussion sessions. It can be one of the ToT "master" trainers, or can be one of the participants if they feel comfortable to do that. Running three or so in parallel means that the learners can choose which to attend and customise their learning to exactly what they need. They can stay with one group or move around, giving them complete control over how to use their learning time.

5) Follow up with group and individual learning capture
For each of the Open Space conversations I create an RLO (reusable learning objects) template - which is flipchart template that invites the group or conversation host to record resusable learning. This is not a running record of the discussion, the aims is to pull out things for people to remember and (as in the name) reuse. It also means that people who were not in the discussion, because there are several in parallel, can benefit from the useful nuggets that come out of the discussion. You can post these templates for a Gallery Walk which can be done in pairs again, or use them for a very brief highlights report back the next morning.

I usually run the above sequence, or something similar, about three times in a ToT, because as one question is answered others crop up, as people really dig deeply into the materials. And of course as the demonstration course with the outside participants starts to loom on the horizon (offering another important "conversion" opportunity to participants.)

Participants at our ToT yesterday were delighted with this sequence. It feels different. It feels like they are coming to the materials, rather than the materials coming to them when they get to decide what they want to learn rather than a ToT trainer deciding what people should learn. Even if the two match up pretty well, the level of engagement and active appropriation of the materials is completely different. Participants are given, and take, responsibility for their learning in this kind of process. 

We still have 2 days to go on our ToT, and will have another two OST sessions today. By Friday when our 25 new external participants walk into the room and the trainers deliver Module 1 of our series to them, we should have made good progress in helping the trainers domesticate this new material for themselves - making it more familiar, more useful and personal, so that it doesn't get stuck in that drawer (like that ipod) forever.





Wednesday, August 22, 2012

Learning to Use Evernote: Two Examples from a Learning Practitioner

I use Evernote ("Remember Everything") for many things from tracking my kids' football schedules to contacts for my favorite conference centres, but the most useful things for my learning and facilitation work include:

1. Keeping track of photos that I take at my workshops, including all the flipchart templates, job aids, handouts, game descriptions. I use these both for reporting purposes, but also so these materials become reusable (thus I don't have to think again about how to frame this or that activity, or can write over a formatted job aid etc.)

I also have a great set of individual visual facilitation icons in there that I created for myself during a training course I took. Now I can scan that archive to remind myself how to draw those little star people holding trophies. The great thing about Evernote is that you can search text in photos, so I can find things easily again (even more so if I write the client's name or session key word on the flipchart itself before I photo it).

2. Keeping track of articles that are useful to my work. I had an enormous stack of printed articles that I could not part with sitting on the floor of my office for years. One Saturday I went through them all and either found them on the internet and copied them into Evernote, or took a photo of them (you can also scan them) and put them there.   I recycled my paper stack (which I could not search) and now have both a clean office floor and a great archive of articles (which I can search). Some were from as far back as 1984! Almost everything is on the internet these days - even 2002 editions of Water Resources Impact Newsletter which featured a special issue way back then on Distance Learning and E-Learning in Water Resources Education, interesting from a historical perspective on this fast moving field.

I wrote about this process in a post called What to Do With a Stack of Reading? Create a Personal Knowledge Management System. I could always google, but with my personal archive, I can be sure that every one of the 269 article there is relevant for something I am doing.

On the articles, just a tip, after the first push to input existing hard copy, now it is easier -  I have installed a button on my browser which will let me instantly clip an article and automatically put it into Evernote. Because I can have certain notebooks synced so that I can access them offline, I can do my research on the plane if needed.

So enough about me, I wanted to write this post to point to a set of daily tips that are being written on using Evernote. The first two are linked below, and you can follow the others on Damian's Blog: .net from Geneva, Switzerland:

Evernote Tip 1 is: You say: "I like Evernote, but I'm not sure I'm using it correctly" - I say "don't worry, there is no one 'right way' "

Evernote Tip 2 is: What is an Evernote Notebook? So what if I have 80 notebooks?

Apparently there will be 31 of these being written daily this month (but timeless). By the way Evernote is free, and for inspiration you can check out the Evernote Trunk for cool examples of how people are using it, like with IdeaPaint which you can use on your wall to turn it into a giant whiteboard, then take photos of your drawings and ideas with your phone and store them in Evernote, which you can then search.


Monday, June 25, 2012

18 Presentations in a Row? What Can You Do?



I recently facilitated a workshop where 18 country teams participated and needed to present their progress and work for the year. They felt they needed to do this to foster peer learning among the countries and to gain an overview of what was happening globally. However, it is hard to imagine any one person listening actively to that many presentations in a row, although for pattern spotting, for good practice ideas and to see who are your resources in the group, it would behoove every one to listen without falling asleep.

So here is what we did...

Preparation:
  1. Expectation Management: We gave each country 7 minutes for their presentation, we told them we would time them; 
  2. Making Inputs Parallel and Comparable: We gave everyone a PPT template of the key questions to fill in which was made up of 6 slides with headings (Frankly I think 4 would have been easier for them to stay in time);
  3. Split Them Up:  I created four sessions over 2 days to spread them out, continuity was created using other tracking and memory tools (below).
Delivery:
  1. Time Keeping: I timed each presentation with my Iphone using the Doorbell sound to signal time up. I also gave 2 minute warnings with two fingers and walked around the room until I could catch the speaker's eye (if they were strategically avoiding me). Everyone but one speaker stopped within 30 seconds of hearing that doorbell ring twice into my hand held microphone (note that if you have interpreters, then don't put the phone right up to the microphone, it apparently drives them crazy, which I can well understand);
  2. Keep it Equal: Why the Iphone is great is that no one imagines that you are judging the time yourself subjectively, the time is up when the timer goes off. This was accepted by the speakers, only one person challenged me, but then I let her watch my phone for the following speaker and that was that.
Listeners as Learners:
  1. Helping Learners Stay Concentrated: Find as many ways as possible to help the people listening to stay engaged: I did three things:
  2. Use the Bell to Set Pace: Once the crisp pace is set, then people can endure presentations that might not be as strong as others, because they know it is for exactly 7 minutes.
  3. Count Down Visually: I created a flipchart checklist (above) at the front of the room of the 18 country presentations in alphabetical order and made a big flourish when checking them off as a presentation was completed. This helped people keep track of who was on and who was next, but also how many presentations there were to go:
  4. Make a Job Aid: As we didn't have time to have a discussion or even take questions between the 18 presentations,  I created a Job Aid (handout) that asked the listener a couple of questions about each presentation - first to reflect on the presentation and identify, "What ideas did I appreciate most from the presentation?" - that was a appreciative frame that assumes that you will get ideas and appreciate them! At least it gets people listening to them to see if they can identify this. The second question asked for "Ideas to follow up on with the team members" - e.g. further questions. By capturing these in real time, they could go find the speaker in the coffee break and follow up on their questions (or ask them in plenary if time). This Job Aid had the benefit of tracking progress too for the individual, and letting them customise their follow up one-on-one with the presenters during coffee/lunch/evenings, rather than having one or two people hijack the plenary after each.

After the Presentations:
  1. Pattern Spotting: Rather than rushing on into the next thing, we built in a good amount of time to discuss the meta-level findings from all the presentations once they were completed - what similarities did participants hear and what diversity? Were there any messages or learning points coming through loud and clear in many of them?  As people used the Job Aid to capture their thoughts and organize them, when it came to the pattern spotting, it was easier for people to thoughtfully contribute.
In the end, we did it - people made it through all of them - both presenters and listeners, and identified some fascinating interconnections and good practice. And although it seemed easy, it took quite a bit of work to design it so that, in spite of 18 presentations, people can stay engaged and learning throughout the whole event.

What facilitation and learning tips do you have when dealing with a slew of presentations?

Thursday, March 29, 2012

The Cost of Being Late


I have observed in an organization where I frequently give training that 25% of the people in the course are on time regularly. The rest of the people come later, and usually by 15 minutes after the start time of the course, everyone is there and we can begin.

In this organization, meetings are the main space for collaborative work, and people can have up to 4 or more meetings a day.

In this case, for the 25% of the people who are on time to meetings (which start 15 minutes late), they lose 1 hour a day of waiting around for people to arrive and for their meetings to start.

If your staff is 200 people, then 50 people are losing 1 hour a day to late starts. If 50 person hours of work per day is being lost, that makes 250 hours a week lost in waiting for meetings to start due to late arrivals.

250 hours a week is effectively 6 staff members whose complete time is being spent sub-optimally, they could go home and get paid to do nothing.

That's 1000 hours/month, or 12000 hours per year, which is 250 work weeks, or over 6 person years of work lost to an organization every calendar year from people who are 15 minutes late for meetings...

Sunday, April 10, 2011

A Facilitator's Nightmare (Literally)

Every single page of the first pad of flipchart paper had been written on, with marker was so dark that it was clearly legible on both sides. The second pad, with no cardboard backing, was shiny and slick and had been rolled and then stepped on, lining it with deep wavy creases. Another was on a roll and had the consistency and colour of toilet paper on a old French train. Three clean sheets of paper could be found left over - but the Facilitator needed six. Finding no scissors in the materials box, she drew a wavy line down the middle of each sheet so that the tear marks would not need to be so even.

It had been 5 minutes before the event was due to start when she finally found the venue, a highrise building which had its main conference room on the ground floor and the registration set up on the top. She took the lift up to help register people, all of whom were already there, and then zoomed back down the steps to prepare the room. By the time she started room prep, the event should have started too.

After half an hour of moving chairs out of the classroom set up, drawing up the flipchart sheets, and worrying about what the participants were doing up there (no coffee had yet been delivered), the opening sequence was ready. She went up sheepishly to collect people, through an exhibition that was noisily being set up outside the room for the event which followed. She would finish the preparation for the next part at coffee break (if coffee had shown up by then.)

Thankfully at this point I woke up, so completely surprised that my subconscious had thrown up such a detailed set of facilitation challenges in my sleep. If you can really learn something in any context, then the big message here for me must certainly be PREPARATION.  I cannot always anticipate/do anything about everything as the facilitator (although the buck often stops with me), but finding a venue so I can be there early, getting the sheets done in advance, going thoroughly through the materials and equipment list with the partner, or having an "icebreaker" in my pocket in case of a delay are some that I can. With some of these out of the way, all the other random things that life (or your dreams) can throw up can get your full attention.

Gee whiz, OK, I'm awake now...

I have three workshops/conferences in just over a week, let me go back to my prep now (and daydream about that vacation on the horizon)...

Friday, March 25, 2011

By-the-Numbers: The Power of Math in Group Processes


Sometimes the math behind learning and collaborative events and processes is pretty impressive. For example, I used the slide above in my intro at a recent multi-Stakeholder event.
  • 198 was the number of people who had registered to attend.
  • 12 was the number of hours each of us would spend in session over the two-day workshop.
  • 5.5 was the number of hours that we would be on breaks (coffee breaks, lunch and receptions) prime time for informal networking (about 30% of the total, not too bad).
  • 2,376 was the number of person hours in total that we would be working together - which adds up to roughly 59 person weeks/or over a year of work (with no holidays!) 
  • 16.5 is the number of hours that it would take if everyone spoke for 5 minutes in the plenary, one after the other with no breaks (and no podium/panel speakers).
The last point is especially provocative from a group process point of view, and interesting to point out - if the group is large, and the format is plenary, and if you want to hear from everyone (because for example its a stakeholder dialogue), and everyone feels they have to speak in the plenary to be heard, it is a zero sum game.

With the math it becomes quite clear and a powerful rationale for both (a) design decisions such as adding into the agenda all kinds of small group discussions, pairs discussions, talks to your neighbour after a speaker or before a plenary discussion (and maybe some good capture tools if you want to collect these thoughts). There simply are not enough hours available for everyone to speak in plenary; and (b) on-the-spot facilitation decisions such as helping people understand that they need to be brief and concise in their interventions from the floor and also from the front (panel, podium or other). This way if the facilitator selects someone new instead of someone who has already spoken, even if they are literally jumping up and down, an understanding of the math may help foster some understanding and patience with the process.

Invoking the math can also help people gain a greater understanding of what is being invested (e.g. 2,376 person hours) and also what that might cost if it was monetized. It also speaks to what can be accomplished if that time is used most productively (design again - do you want it to be spent listening to speakers?)

Do the math, it can be a powerful intervention for all - participants, organizers and learning/process designers!

Tuesday, March 01, 2011

If You Give a Productivity Fan an Invoice to Write, She'll... (A Cautionary Tale of Productivity)

(With apologies, or perhaps thanks to "If You Give a Moose a Muffin")

This is a cautionary tale about why you need to take extra steps to stay productive and focused in a home office.

If you give a Gillian an invoice to write, she'll write the invoice and then she'll want to complete the project properly so she'll sit down with her GTD manila file and notebook and separate out things that need to be kept and tossed;

Then she'll remember while she's taking apart the notebook, that she wanted to write a blog post about how the notebook was put together so that she could remember how she did it for next time.

So she'll sit down and write the blog post. After the blog post she will want to tell people about it so she will go to Tiny URL and shrink the url so that she can Tweet about it.

Once she has tinied the URL, she'll log on to Twitter and send out a Tweet telling people about the blog post, and then she'll want to glance at the recent Tweets, and check any messages or @mentions (because we all do don't we). She doesn't do this too often to avoid too much distraction.

When she looks at the @mentions she'll notice that another facilitator, LynnWalsh, has recently highlighted  some tempting articles on her site, The Facilitation Daily, which is a cool paper.li site.

While scanning the interesting articles and marveling at Lynn's site, she'll notice the live Twitter stream, and one particular Tweet pops up from @Nicatnight saying he had discovered the joys of Moleskine hacking (?). She'll notice that he uses a #GTD hashtag for his post, which she also used.

When she sees the #GTD hashtag, she will curiously google "Moleskine hacking" and get a 43Folders wiki article about how to hack a moleskine notebook in many helpful GTD-complementary ways. Seeing that was written by Merlin Mann of Zero-Inbox fame (which she has written alot about on this blog), she will decide to go to the 43 folders website to see what's going on.

While reading through the 43Folders website ("Time, Attention and Creative Work"), she'll notice that her pomodoro for preparing the invoice, and follow-up GTD filing, went off 2 hours ago.

And when she notices that, she will want to go back to her invoices and filing...
(I am literally afraid to post this on Twitter)

Complex Event? Anatomy of a Facilitator's Notebook

I recently facilitated an enormously complex 2-day event, with over 100 people (numbers shifted hourly), multiple process owners, and a continuously evolving agenda. The more exciting things got, the more interventions were sought (e.g. seat on a panel, announcement, chair role, changing speakers, changing titles, etc.) The nature of the event meant that each request needed to be accommodated if possible without jeopardizing the overall coherence.

AND this was an incredibly important international environmental governance event, and I needed to be able to turn down the volume on the pulsating process enough so that I could listen, and be most effective in helping guide the discussions.

I knew it would be like this, this was a preparatory event for a much larger week-long political conference (600+ participants), with high stakes and even more moving parts. So in going into this exhilarating environment as the main process holder, I needed to make sure that I had a hand on everything possible and could find it quickly. Being awake, well rested, and centred in my appreciative frame, was necessary but not sufficient. I had a stack of paper, emails, and last minutes instructions and changes that made up the body of input materials.

What I am about to write might seem totally basic, and still I wanted to record this, as often I go into events with my pink labelled GTD manila folder with papers loose inside. Once at the event, I just use my Facilitator's Agenda and my loose process notes, prepared session-by-session. I write them on a rectangular coloured Facilitation card, one per session. I use it to prepare notes for three fields: Preparation, Materials, and Script.

This time there was just too much stuff and it was still coming in fast and furious. It took me about 3 hours - I put together a Facilitator's Notebook for myself to help me avoid shuffling through papers or worse, forgetting something critical while standing in front of a hundred people.

Facilitator's Notebook

Hardware:
Two ring notebook
12 Dividers

Additional Materials: 
Hole punch (which I took with me so I could add things on the spot)
Label machine (mine is a Brother P-touch 65)
Day-glow post-its
Facilitators rectangular cards (different colours)

Steps:
1. I labelled the folder and then all the tabs, so they would be easy to read and look good to me and others (thanks to David Allen for my addiction to labelling things);
2. For tabs I used the following fields:

  • Agenda: This was first as it was my main guide. This included my Facilitation agenda, and also the Participants agenda so I could see how things were framed for participants (and how much info they had on each session) I also made for myself a one page snapshot agenda - which was essentially a matrix overview of the 2 days with the timing, and session titles, so I could see the overall logic and flow and communicate that to participants (hard to do from a 13-page Facilitators Agenda). I also included it in a blank page for notes, to include any last minute changes to the agenda.
  • Session-by-Session tabs: I had one called "Open", then Sessions 1-5, then "Close". Behind each of these I extracted that appropriate section of the Facilitators Agenda and reprinted it, so I could see the coherence of that particular session to introduce it. After that I had the bios of the speakers (if there were any, and there almost always were from 1 to 7!) After that I included the background papers that were being used and referred to in that session. I printed them 2 pages per sheet recto-verso so they wouldn't take up so much space. I used this on the plane to prepare myself, so the papers were marked up with my own notes and highlighted with essential points pulled out again for briefing purposes. I also included copies of any templates or job aids that we would be using in that session.
  • Participants: Here I had the composition of the participants groups in numbers, as well as the Participants List.
  • Notes: Under this section I had 5 pages of blank lined paper and I used it to take process notes under headings like: "For next time" and "overall", as I needed to write a short report afterwards with suggestions on what worked and what could be different. I didn't want to have to sift through everything to find those, and there were plenty of free moments during the event when I could jot down ideas here.
  • Logistics: This section had filed all the logistics information I had been given, everything from my own flight and hotel details, participants logistics information note, to the layout of the room. Again more was added to this section once I arrived.
  • TOR: In this section I included my own TOR and a copy of the contract, for reference.
3. On site, I used the rectangular Facilitators cards to write my script for each session. I actually used different colours for each session so I could grab them and not mix them up as there were so many of them. I also had a blank one of that colour to keep in my hand to write notes, such as the speakers list and announcements etc. I used the hole punch to put them in the right section before using them, and then put them back in the book when I was done so they were not flying around in my bag.

Finally, the post-it notes came in handy for last minute notes and reminders, which I could stick anywhere and make sure they stuck out of the edges of the book so I could find them again quickly.

The whole idea was to minimise the "noise" of extraneous paper, notes etc. by organizing it in a logical way so that I can listen and help the group most effectively. It also helps me to have a system that can grow organically (thus the hole punch in my bag),  and helps me not lose important information and changes (e.g. writing them on a slip of paper and forgetting it in my pocket). I simply had the book open on my designated desk and could walk back and get anything I needed or add things as they came up.

So simple, and perhaps you do something this already and have some learning to share? I have been making these Facilitator's Notebooks too for some time, I dissect them (sorry, perhaps pushing this metaphor a bit too far there) after the event which is what I was doing just now, when I thought I would pause and look again at the anatomy of my notebook...

Sunday, February 13, 2011

What to Do With the Stack of "Reading"? Creating A Personal Knowledge Management System

Confronting Your Reading Pile

I have been writing about my spring office cleaning exercise, and that has included much frustration about what to do with an enormous stack of great articles in a "Reading" pile. Do you have one of those?

I pawed through it; it is really excellent stuff, titles from David Stroh's "Leveraging Change: The Power of Systems Thinking in Action" to  "5 Insightful TED Talks on Social Media" from the Mashable blog- all great information that I want, but I just don't want it right now (and especially don't want it taking up prime real estate in my tiny office).

Information is a Flow

Of course when I do need it, realistically, the last thing I will do is paw through that stack to find the most appropriate articles. Even putting them in topical files (like in the old days) seems like dooming them to the dark corners of my filing cabinet - and so many of them would have multiple filing locations, so I would have to go through many files anyways. Enough to put me off of that.

There is a limit, and a kind of perverse unintended consequence in this type of system in that the larger the pile grows the more good information that is there, true, but the more time it would take to go through it and therefore lessening the likelihood that I will spend the time to "query" the pile for information. Plus, let's be super realistic, in the face of that I would probably just Google anyways. Information is now a flow and not a stock.

The Search Revolution

However, Google has its limits too. Some work has been done to filter out good stuff, say, from the 8.7 million results that you get when you put "informal learning" into Google. We are now using our Friends as filters, whether real friends or the mavens  in the topics we care about. To use this new Search system cleverly we just need to  know who knows what and who is doing what. So I follow the leaders, and they throw up good tidbits of information that are useful and interesting, but again too much and often not what I need at the moment when I find it.

So I do need some type of personal knowledge management system that I can query, that is between "I'm Feeling Lucky" of Google, and my former OCD response of printing and carefully "filing" by placing on top of the stack of reading under the table in my office.

Personal Knowledge Management System - Building for Scale

Please do not do the math (as in how long would it have taken me to just read that stack), I just spent some hours (still in the single digits) putting every single still-interesting article in my stack into Evernote (as in "Remember Everything").

I will admit that this whole process of converting paper to online links took me longer than needed as I first linked the sources through my Delicious account (thinking it would be great to share this good work with others - still a good attitude I think). Only to be informed by my husband, a tech news devotee and generally up on all this stuff, that the talk on the street is that Yahoo (owner) will soon close Delicious. So, I went to Evernote. After I got the hang of it, it was pretty easy to just open the Delicious links in new tabs and copy the content of the article with the URL into Evernote, adding a tag called "Articles". Although it took time, the system now is built to scale  -as in, it can get as big as needed and is still as useful as it would be if it was a small resource - unlike that pile of papers, which can only get as big as the table top, or the ceiling if I wanted to live like that. It's useful because it is searchable by content, not just tags (like Delicious) or titles (like in a paper file I would skim).

Filtered Resources On Demand

It is also more useful as the content of the articles will be stored locally in Evernote on my devices (laptop, iPad) as well as on the cloud, so I can read them on the plane (yes, I could also read paper, but I would have to carry that around, and still have to do something with it afterwards to be able to refer to it later - choke up my GTD files, or back to fire hazard under table).

Now I can recycle those papers, and still query them electronically by any word I want through my Evernote interface. And I can add more as interesting things come in from the people who know. This is just one part of a greater Personal Knowledge Management system, as there are lots of other go-to places for knowledge. However, I am feeling good now about managing those articles and other resources that really stand out. And I rest easier knowing that this was an initial set up investment of time, and that upkeep will be faster.

Did you hear that? That was the sound of an enormous pile of reading hitting the recycling bin!

Monday, January 03, 2011

More Efficiencies For Techie Facilitators and Trainers: Evernote and Irisnotes


When I am preparing a workshop, in the day(s) before, I go carefully through the Facilitator's Agenda (which has more process detail than the Participant's Agenda) and make detailed notes for myself. For each numbered session (without session numbers the workshop blocks are impossible to keep track of), I write down: 1) what needs to be done for preparation; 2) what materials I need, and 3)  an outline of my "script" - what I am saying to the participants to brief, run and debrief each session.

(A "session" for me, is a thematic block, normally an hour or two in length - the time it takes to introduce something, work through it, and come up with an intended output.)

I normally go one step further with this session preparation, and prepare any Job Aids, handouts, or design the flipcharts that I need to make on site to use in each session (for briefing, debriefing, a group work template, whatever.)

I do this because I need to have thought through as much as possible BEFORE I get into the workshop room, because once I am there anything can happen.

When I'm preparing my flipcharts or whatever needs to be done on the spot in the precious moments just prior to the workshop's start each day, I really cannot be thinking deeply about what I am doing (as strange as that sounds). I can't be designing things, wordsmithing, or wondering about the best way to phrase a group work question, as I can be interrupted at any moment, repeatedly, by practically anyone for practically anything - calls for directions to the venue, catering staff with questions, lost luggage, changing name tags, taking feedback, new ideas and opinions, greetings and more greetings - and you want to be available for all of these very important pre-meeting tasks.

Of course, I could write up my flipcharts in my home office before I go, I do have my own dangerous flipchart (see: Reframing Falling Flipcharts - hmm, there seems to be a recurring theme here.) But then you might have a last minute change, they might get mangled, you might forget them at home or on the bus. So I usually write up the flipcharts as a draft on cards and then recreate them on site using those as a guide.

This is all well and good, but what happens to those cards? If I keep them, they sit in my files, they get misplaced or out of sequence; rarely do I go digging into my files to find and reuse them. What if I could draw each flipchart model once quickly by hand, use it as a model to prepare the real thing in the room, and at the same time keep it electronically? Wouldn't that save me time and from recreating the wheel?

I do now take photos with my iPhone of all my "best" or most useful flipcharts after the workshop and save them in Evernote where I can search for and find them again. I have been doing this for about a year now, and have some 500+ notes which are entirely workshop templates, flipcharts, activities, game descriptions, systems diagrams, good results of group work etc. Why I like Evernote is that its text recognition feature lets me go into my Evernote database and search for a word that is embedded in an image (rather than for a tag or a title). I take so many photos after a workshop that I don't always have time to tag them, and the tags are rather generic anyways, so I can simply search for a word written in the photo of the flipchart and find the image.

I am interested in the possibility now, with my new Irisnotes (a digital pen) (thanks to my friend Lorenzo for this Christmas gift and tutorial!), to actually write up my flipchart "draft" in advance and keep it electronically for use again. I drew the above image with my Irisnotes pen on an A4 paper in 1 minute and when I connected to my PC simply saved it as a jpeg and then uploaded it to this blog, and also saved it on my PC.

This can also be helpful for collaboration. With Irisnotes I can also send the flipchart picture I have just hand drawn as an email. For example, if I was working with Lizzie as my co-facilitator, I could send her all the flipchart drafts in advance for her comments before we get to our venue,without having to type them all up and nicely format them (not one of my strengths).  We could even co-develop them in real time through a process that I used today for another discussion.

This was for a client telephone call focused on agenda development for an upcoming facilitated event. For this call I used Irisnotes while connected to my PC (by a small USB cable), which meant I could see my writing on the screen as I wrote my notes. As I was on a Skype call, I shared my screen  (cool new Skype feature), as we discussed a draft agenda and a set of group exercises (make sure you don't have other files open or Hello Kitty "wallpaper" that you don't want shared as well).

While we were talking, I drew examples of the group work matrices that I was proposing for the meeting in real time. I also captured the steps that we would take as we worked through the flipchart template I was proposing. Because he could see me drawing as I spoke, he could easily follow the logic, question it, help me improve it so the final drawing was more or less agreed. At the end of the conversation I immediately emailed him the file. And with Irisnotes, I could either send the file in my handwriting or convert it to text (accurate, if you write in straight lines, but still expect some minutes of work tidying things up. Lined paper to start with would help this.) Because I was drawing matrices I just sent him the file in handwriting as an aide memoire of our discussion, which I then typed up into a more formal proposal later.

Stick all that into Evernote, so I could find the above notes by searching for "Introductions" or "Group work templates" for example, and the next time I wanted an example or exercise for a workshop, I could find my flipcharts already "made". With the help of some handy technology, I can make my preparation time more efficient, and be prepared for even more of anything.

Friday, November 19, 2010

Time to Reflect: Cooking Up Your GTD Weekly Review

As many of my friends and acquaintances know I am a big fan of Getting Things Done (see the blog's GTD tag on this, and also the tag on Productivity). One of the GTD tenets is the "Weekly Review" and there are some great resources for this - from the GTD Times article The GTD Weekly Review to videos of David Allen on YouTube talking you through it in 2 minutes.

I was always rather apprehensive about starting the Weekly Review because it seemed like a potentially never ending task and completely absorbing. What has helped considerably, psychologically getting over that barrier to starting, is using one of two incredibly simple and rather obvious things - one, an Online Alarm Clock that you can set for 30 minutes (or however long you want to invest) and which goes off sounding like a bullfrog impersonating a police siren.

The other is using the Pomodoro Technique (a simple technique that involves a kitchen timer shaped like a tomato and 25 minutes chunks of your life). This helps you cut up the task into bitesize pieces, gives you a break in between and helps you plan exactly how much time you want to devote. You will get over the loud ticking (or find a cozy home for it under a chair in a far corner of the room).

Now I set my online clock, or wind up my tomato and get reviewing.

Saturday, July 03, 2010

Learning from Best Practice: What Can You Do With That?


(Note from me: This (rather long) post was inspired by my partner in this exercise who challenged me to try to blog about our own process reflections. It seemed congruent to frame it as a "How To" - so this is my learning about learning!)


In many project documents and programme concept notes you see mention of building on or using learning from best practice. But how exactly do you go about collecting this, and in what form can you use it?

Identifying Patterns

We recently finished a 6-month learning exercise at a large international NGO which explored this issue. It focused on learning from a number of experiences in the last 10 years in a newly developing area of partnership work for the organization - providing independent advice for businesses on biodiversity conservation in their operations. The HQ programme manager saw some patterns developing that she thought would be interesting to capture, organize and make available for other colleagues around the world who were interested in adding this kind of work to their portfolio of projects.

We were also curious to see if there was a way to describe some of the common components of the processes that were being used as models that made them more easily transferable. And we wanted to learn from the Project Managers living and breathing these experiences about what worked and what they might change, if they did this again, in the different stages of their process. These included areas like governance, communication, contracting, etc.

Don't Shelve It! (Why to Collect It in the First Place)

In this case, there were several reasons for collecting best practices:
  1. To help understand more about staff member's work in this new field and to make it visible;
  2. To provide Project Managers doing this innovative work with an opportunity to reflect on their process and what they are learning, and to document this;
  3. To provide interested staff members with some basic "how to'" information, as well as to connect them with a set of experienced colleagues to whom they can go for advice; 
  4. To develop a set of models - in the form of diagrams, generic steps, and actionable insights -  that help to lightly organize the experiences (which developed organically in many cases). These model descriptions can help staff and potential partners more strategically choose from amongst them when a collaboration opportunity arises, and also help this new practice be more effectively communicated internally and externally.
The learning exercise therefore had two target audiences - staff members (both running these partnership projects or interested in starting them); and potential new partners. The first was considered to be more important at this stage as a focus of the learning exercise. As these are very different audiences, two separate products were designed as vehicles for the best practice information collected - a "How To" learning document for staff, and a promotional brochure for potential new partners.  The first one took 6 months to write, and the second took 1 day.

Do It in Steps: How We Collected Best Practice

A. What Makes for Best Practice? Identifying the Cases
One of the first steps in the exercise was to identify the cases that would become a part of the learning and analysis. We found that we did not need to worry about how to categorise "best" cases (by anyone's subjective standard) as in every case Project Managers could pick out aspects that were working very well, and could also always pinpoint things that could usefully change or had changed for various reasons. Good practice was a better frame as it exhibited itself in every case we analysed, whether in setting up the project Advisory Board, how stakeholders were integrated, developing strategic reporting time lines, or using formal team building. Each Project Manager had innovated in interesting ways, and also had naturally come up against challenges. In some cases, they had effectively solved them for each other, but prior to this exercise no format existed to capture and exchange on these items.

We started with 10 cases and ended up using 7 of them for various reasons. We tried to get a variety of experiences from different parts of the world that were well established (i.e. had been going for some years, or were nearly completed) and for the most part well-documented. Each however had something in common, they worked with a new business partner with a specific goal of providing independent advice for biodiversity conservation.

B. Creating an Opportunity for Reflection: Gathering Information
For each case, although for most cases there was lots of descriptive documentation on the web, it often did not include process information. It was mostly framed as reporting details and quantitative data. We did use that as background, but our main input was conversation based, using Appreciative Inquiry stems for questions (e.g. focusing on what is working). So Skype or face-to-face interviews with the Project Managers and, in many cases, other delivery team members external to the organization, were built centrally into the process.  We focused in the interviews on what people thought worked very well and what could be different to make the experience even more successful. Creating an opportunity for reflection, we asked about learning along the different stages of the process, from preparation/set up through delivery, to reporting. And, because this was a newer area of work for an well-established organization, we explored perceptions of risk. We specifically asked for Tips for future project managers who might be running a similar exercise, and on the qualities that Project Managers needed to have make the project successful.

C. What's Bubbling Up to the Surface? Developing the Model
It was only after all the cases had been written up, that we could step back and try to understand what some of the commonalities might produce in the form of a generic model or structure. In the stories of the Project Managers there were definitely repeating elements, process steps, even challenges. Some features were shared across all the cases, for example, all had some similarities in sequencing of process steps, all had a governance component - an external Panel or Steering Board that helped the advice given be truly independent, all were set up with some form of formal agreement between two organizations even if a larger number were involved. Across these common elements much good practice was exhibited.

Other things in the cases were clearly different, and what became apparent as we looked deeper, was a framework model that included the goal of the process, especially the depth of outcome desired - was the change on which the project focused a remedial action (e.g. trying to fix something in a specific location like a lake, harbour or protected area?) Or was it aimed at much broader social change? This was linked to the level of intervention - a field operation, a company, sector, supply chain or society. Each of these in turn had an optimal level of stakeholder involvement. We plotted the categories of projects and the individual cases along these lines to see what we would get.

What this analysis produced was a useful tool, a diagram, which collected the different kinds of experiences in one place, based on their key features. It effectively organized the diverse experiences in a visually interesting way and could be used as an aid to guide an exploratory discussion with new staff member or with a potential business counterpart.

D. Pulling it All Together: Producing the Best Practices Product
The "How To" Learning document was an exercise in synthesis. Although we had collected a binder full of data, and held hours of interviews, the result had to be a crystallisation of the learning. In the end, the main body of the document was 22 pages of text with diagrams which included an overview of the main categories we identified, each with a set of steps for implementation, tips for setting up and managing the processes, communication lessons, and a discussion of potential risks and management options. It was in the Conclusions section that we introduced the model that situated all the experiences into relationship with one another based on the features mentioned above (depth of outcome desired, stakeholder involvement, and scope of intervention). The case studies and resource documents were alphabetised in the Annex, along with a matrix snapshot of the cases in terms of their exact cost, time frame, managers, and level of public disclosure. The cases studies were also referenced throughout the document in the form of a three letter code, set up as a key at the beginning, so that for any tip or process step, readers could refer back to a real example in one of the case studies.

A Challenge We Faced in Developing Best Practice Advice

Even though the framework model was a key intellectual input into the learning exercise, we chose to put it in the Conclusion. This decision was based on what we found as one of our key challenges in this overall best practices process.

Innovation in organizations can happen in many different ways. A new idea or practice can be developed centrally and then tested in different locations/conditions to see how it works. The lessons can be gathered and analysed. This more top-down process exhibits a certain amount of standardisation at the onset, although different contexts will see practice gradually diverge from the first model. Another way, however, is more bottom-up. Some internal or external opening or trigger (policy change, global change, etc.) sparks new practices start to occur organically in different places and these experiences start cropping up in parallel to one another with very little horizontal interaction. They each understandably develop their own vocabulary, labels, and a proliferation of process peculiarities. If at this point you decide to undertake a learning or best practices process that includes some sort of meta-model development - which need a certain level of harmonisation of labels and a set of common concepts - then you might find this a little more challenging. You can still find incredibly useful best practices, and will get to be creative about the categorization and labelling of these.

In the end, each case we explored was indeed unique, and at the same time, their goals were very compatible, which made for a rich value-adding exercise to look across them and understand what makes for best practices, so that they can be shared, communicated, and used for continual improvement through learning in the future.