Event design


It’s really great when special-purpose websites are mashed together.  The effect is multiplicative.  For example, Twemes.com, although it has a really ugly pattern for a background, is elegant and simple and combines:

Here’s a silly example:

http://twemes.com/tlapd08

It turns out that the combination of those three special-purpose sites is very nice for supporting events, whether face-to-face or otherwise, allowing a group of people who agree on a tag to combine messages and resources on the fly.  Here’s a more serious example, where a lot of people at a recent Community 2.0 Conference in Las Vegas used it to share resources and for back-channel chatting during the conference:

http://twemes.com/c20

It’s a bit of a problem that a short tag like “c20″ because it can have different meanings to different people, so that one person’s use of the tag can be remarkably different from another’s.  But it’s even more of a problem that for some reason Twemes seems to have only one-fourth of the tweets with a given hashtag.  That’s my count with the silly “Talk Like A Pirate Day” tag. At this point Twemes has 4 tweets, while the same tag (without the photos or delicious links) on Twitter’s own search site has 13.  I would rather have Twitter be transparent and let others do the mashing!

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CPsquare is having a book club event, where everyone is invited to read a book about communities of practice together. Sounds simple enough, right? Fortunately or unfortunately Communities of Practice: Creating Learning Environments for Educators is a book where, if you’re interested in communities of practice, you might want to read all the book chapters. Not to be thwarted the book club organizers, Bronwyn Stuckey and Jeffrey Keefer organize a process to figure out who in the community wants to be involved, what general themes are most important to them, and within that, which specific chapters we’re going to read together. Ah, now we can sit down with a deep dive into an excellent chapter about how academics in South Africa adopt new technologies and think about teaching, right? No.

It turns out it’s even more complicated. A synchronous read is a wonderful idea but to actually make it happen takes a huge amount of effort. Fortunately, in this case, all the organizers are doing an amazing amount of work. And that includes the book editors, too — evidence that Chris Kimble, Paul Hildreth and Isabelle Bourdon love their (and our) topic.

Both the public discussion and the back-channel is filled with all kinds of little efforts, arrangements and negotiations to make sure that everyone has the books in hand on time. How can you deal with the Danish taxman? How’s mail delivery in Kenya? Who can help? Could the publisher do anything? Does the publisher have any responsibility or interest in the matter? Could we somehow find a work-around? What are the constraints?

Well it’s not all worked out yet, but it makes me stop and think: where does the real community work start and end? Isn’t all the angst around getting the stupid book in people’s hands a really important part of a community’s learning? And don’t all those email threads that are now getting longer and longer say something really important about CPsquare’s values? I think so.

It says something about how people care about each other’s individual learning and our collective inquiry. And I don’t think that’s at all trivial.

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Several months ago, Diana Larsen presented her work on Agile Retrospectives at ODN. I bought the book on the spot. And later I watched this video where Diana and her co-author talk at the Googleplex:

In this day and age, when so many forums on a favored topic are sold as communities of practice, it’s cool to see people doing the work of convening and cultivating communities without using the name but all the learning vigor imaginable. These agile retrospectives seem to use very little technology in their interactions (apart from flip-charts and yellow stickies), even though the expected members are very technology-literate.

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At the end of January I led an effort in CPsquare to hold a conference that we titled, “Long Live the Platform.” It was a great experience. Sue Wolff took the lead in writing a report that describes the method of organizing the conference, the sustaining motivations driving participant roles, and some of the memorable learning gained by the CPsquare community. As part of the process Lynn M. Tveskov interviewed me about what went on behind the scenes.  I got into telling her the story, even going a bit overboard.  After she wrote up our notes, I came up with a more analytical description of what I did as a conference organizer:

We have organized quite a few community field trips in the Foundations Workshop. They take a lot of coordination but can provide invaluable context for considering all kinds of issues, including the use of technology. In the early days, when they were set up as a solo activity, participants were given an URL and sent off to visit and report back. That approach was generally unsuccessful. The field trips organized for the LLP Conference built on recent experience in the Foundations workshop where we made a field trip as social a process as we knew how to do. Our field trips allowed conference participants to pull up a chair “virtually” and have an interactive and social visit with an insider from a community. Questions could cover technology, community goals, facilitation, membership, community orientation, etc. - all those elements that are woven (and sometimes blurred) together in a successful community.

CPsquare, like every community of practice has its energy peaks and valleys. The previous fall had been a period of somewhat low energy. The LLP Conference was a real energizer for CPsquare. The Conference became an example of the value that the CPsquare community can generate. In the LLP Conference we hit a very productive balance between old CPsquare members, guests, and members who joined the community because of the LLP Conference. This combination provided enough diversity, coherence, social history and collective development of a joint repertoire. People were able talk effectively about the issues that mattered to them. Several months later, people still find value browsing through the conference discussions.

Organizing the conference required balancing several conflicting goals:

Planning: “hurry it up” vs. wait for it to mature. The idea of this conference had been brewing in the community for months. At a certain point it was necessary to name a date, try to pull all the threads together and run with it, hoping that volunteers would rally round a proposed agenda. I then pushed a conference planning process, a statement of benefits to members and guests, a new procedure for member registration, distinct levels of participation, platforms and speakers. It was overly ambitious but in the end it worked for most people.

Timing: concentrate the schedule vs. spread it out. The original thinking was to spread out the platform visits across 6 months or a year. It was clear that concentrating all the visits into 3 weeks would limit depth, but it enabled comparisons between platforms and enough feverish intensity to make participation exciting. A very concentrated event forced everyone to prioritize their time, although many people felt like they missed out on conversations they wished they’d jointed.

Scheduling: plan it in advance vs. plan as you go. Given that there was a lot of uncertainty in the conference agenda and inquiry process and not really enough time to plan it all out, I was not able to plan the conference out completely in advance. After the target date was set, a high-potential platform spokesman seemed to evaporate, not responding to emails or phone calls. The schedule for the third week was not really worked out till the middle of the second week. This required an act of faith from participants, but it also let us figure out what was working and what was worth emphasizing.

Staffing: recruiting volunteers vs. just making it happen. Although the LLP Conference was designed as a community event staffed by volunteers, there was plenty of work that I could not delegate (or could not figure out how to fast enough). Volunteers participated in the event’s discussions, helped design it, and signed up to present. But recruiting volunteers could not really be delegated (nobody else knew quite as much about who to ask or what to ask them for). There are many other administrative tasks that could not easily be delegated to volunteers such as guest registration, access control, platform management, teleconference logistics, etc., etc.

Protocol: role flexibility vs. role adherence. The conference roles were intended to involve the community, spread out the work, insure that technical, leadership and other perspectives were woven together in the conversations, and build distinct levels of participation into the conference structure (e.g., from casual observers who were just taking a look to people who were ready to spend a lot of time because they were facing an impending technical or community design decision). The roles and work plan could only be a goal since some slots could not be filled and in some cases individuals had to and were able to span several roles.

Focus: presenting individual perspectives vs. developing a negotiated understanding. Tapping the expertise of people who know a lot about a particular platform (e.g., leveraging the knowledge of a vendor, a programmer, or a technology steward) would produce interesting presentations but it would not necessarily help us develop a deeper understanding of the issues. We had found that “other people’s perspectives” on community platforms could be quite intractable and incomprehensible – “my platform is better than yours and I have no idea why you still like yours.” CPsquare is full of people who disagree on many, many issues, including the platform we use for our own discussions. This led to our focus on specific cases, personal experience, and platforms as seen through the eyes of a specific community (not an abstract or “general” community). That was followed by a free-wheeling conversation about the evidence we gathered together. This was quite ambitious, risky, and labor intensive, but it seemed essential to try.

The LLP Conference was a great experience for me. I learned a lot about organizing a collective inquiry as well as about the platforms and communities that we visited.

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The communities I work with seem to be using telephone bridges more and more. Those phone bridges are acquiring more features (so I think of them more like a platform with several tools on them rather than simple tools). For example, phone bridge platforms can send email announcements scheduling a call and make a recording of a call and serve up the recording to people who didn’t make it to the call. Phone bridges are also integrating (or not) with other platforms. Here are some reflections on recent experiences and observations.

Freeconference.com has a sophisticated conference call scheduling set-up, together with an email list management tool. I just noticed that they’ve designed a sophisticated application to do your conference scheduling from Outlook. For example, if you can look at other people’s schedules in Outlook, that might be very important. With some groups, it could be very helpful to have a voice come on the line and say, “Your call ends in 5 minutes.” I’ve found that to be intrusive and irritating. Worse, the bridge hangs up on you when your time is up. I think it’s important to let people decide when the call is over.

It used to be that joining a call on Freeconference or Freeconferencecall.com via Skype-out was clumsy or impossible because it was hard to enter the passcode. I just tried doing it and it does work if you go slowly. One thing that Freeconferencecall has over Freeconference is that the bridge has an important extra tool: it can record your conference call.

Recently, I’ve been on several calls using Iotum’s bridge. It has a very nice interface with Facebook, so that you can invite people using Facebook and the host can control the call from Facebook. During the call participants can see who’s on it, who’s muted, and click on their picture to see their profile. Very nice.

iotum-call-a.jpg

You can also see who’s been invited to a call and who’s said they will attend. Iotum’s facebook application provides “a Wall” that can be used for note-taking during the call. It’s like a primitive chat room. Very nice.

iotum-call-b.jpg

It also has a page from which to download MP3 recordings to which you have access. (Not sure whether the nice list has the calls I was invited to or the calls that I attended. Controlling access and managing storage becomes important.) Very nice, provided it gives you adequate control.

iotum-call-recordings.jpg

When you have people calling into a phone bridge from regular phones, cell phones, Skype, from all over the world, noise reduction matters a lot. Because so many of the calls that I’m on involve just such a messy mix, I’m still finding that the noise reduction features of High Speed Conferencing make it worth paying money for the service. Having two people on a conference call that can’t hear each other makes all the other features and tools irrelevant. I never use the scheduling tools on any of the phone bridges I use. There are tools to do that on the other platforms that my communities use that are preferable, so for me the conference scheduling tools on all of these phone bridges are irrelevant. I just recently noticed that I could label the recordings that the phone bridge makes and serves up (via Skype or by phone or for downloading). Very nice.

high-speed-recording-notes.jpg

It would be nice if you could label callers (especially those calling from a phone number or using an obscure Skype name) so that you could take a guess as to who to mute when there’s noise. Although the high definition audio quality that High Speed Conferencing provides mostly means you don’t need the web interface to mute people I do need to occasionally. Their web interface is available only to the conference host, not to the participants.

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Think that TWITTER may not be enough of a platform for your community of practice? Need something more homey than del.icio.us? Think that a full-fledged platform THAT YOU PAY FOR may be needed?

I’ve thought for a long time that how you look at and assess the fit between a community and its platform matters a lot. Writing the book with Etienne Wenger and Nancy White and several other activities in CPsquare have convinced me that an “outsider’s vew” (whatever that means) can be so mis-leading.

Join us at CPsquare, where we’re exploring a half dozen platforms together — attempting to look at the software through the eyes of a community that’s been living on that platform for a while. See registration details here: http://www.cpsquare.org/News/ … Currently we’re expecting to visit:

  • xPERT eCommunity (Q2learning)
  • CompanyCommand - Eco (Tomoye)
  • TBA - Web Crossing
  • DITAUsers - Drupal, Timeline, Wordpress, Moodle, Yahoo Group and Mediawiki
  • CIARIS - Custom-made using Ruby on Rails
  • Story-telling in Organizations - Ning
  • Best practices in e-learning community - Moodle and Facebook

For each platform / community combination we’re having several levels of engagement:

  • Read a post about the community and the platform, written by a knowledgeable person
  • View a video that represents a tour of the aforementioned community
  • Self-register to use a “play space” where you can get a sense of what the software is about and how it works
  • Participate in a discussion on the platform itself with community members about their community and their experience of using the platform
  • Participate in asynchronous discussions back here that summarize or reflect on all the foregoing
  • Participate in a synchronous phone conference about all of the above
  • (Might be follow-on summarization and reflection and meta-conversations)

Rather than asking which platform is “the best” we are asking, “what kinds of communities thrive on each of these quite different platforms?” We’re inviting community leaders, technology stewards, and software vendors to all spend three weeks together thinking about issues of common concern. In the end I’m sure what we understand about some of these platforms will have a superficial aspect, but we’ll know a lot more about what questions to ask…

The event is organized by CPsquare members and is open to guests who register ($100) here: http://www.cpsquare.org/News/ (CPsquare members who are presenting or facilitating can bring a guest for free.)

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There’s a pattern that’s developed in CPsquare and that I’ve been purposeful in developing elsewhere. I think it has lots of good learning practice built into it.  I put it on a public Google doc for a while, but since I haven’t received any comments about it for a while, I decided it was stable enough to post as a page in its own right on our tools wiki.  I recommend this practice, especially for coaching conversations.

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Elliott Masie always does a great job creating buzz for his events, and his use of IntroNetworks pushes the use of the software to the next level by having people like Sarah Lynes, a member of his staff, facilitate the whole colleague discovery process for big conferences. His screen-cast gives a sense of who attends and how he’s deployed the software.

As I’ve written before, this is software that you have to configure and shape according to the audience that’s going to attend your event. The way Masie uses it, the four buckets that become quadrants that are used for matching include “About Me,” “My Work,” “My Expertise” and “Seeking Solutions.” Charles Steinfield admitted that having one quadrant dedicated to “Geography” was kind of a waste of mindshare for the C&T Conference. I think it’s interesting how he invites participants to identify their age group, presumably to help you find people the same age?

I’ve been thinking that screen-casts like Masie has produced are really going to be very important in the future because they provide a way to “look over each other’s shoulders” to see how to use the software, how to configure it, and how to fit it into the social framework. I still think that this software looks and feels very separate: Masie says, for example, that email addresses are not listed (because conference participants are not trusted enough, I assume). No mashup here.

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We live in an interconnected world where machines log on to other machines to do work on our behalf. That’s what del.icio.us now does every night: it gathers up all the tagging I did during the previous day and posts it on this blog. It’s part of a mashed-up, service-oriented world. I’m writing this posting using ScribeFire, another mashup, which also posts to the blog on my behalf.

Some of my discomfort with IntroNetworks: it seems like more of “an application” than “a service” (in the mashup sense of the term). I’m really enthusiastic about IntroNetworks, and really impressed with what Chuck Steinfield did with it. It’s accurate, in uncanny ways, but it feels so separate. That separateness is probably both the result of technical limits and the culture around conferences the company serves. It certainly is a world where there is no profile standard that everyone adheres to and everyone would rather keep their profile information private, isn’t it?

The morning I left for the airport, after the Communities and Technologies conference, I bumped into a grad student in the lobby, who was waiting for a taxi to take her to the bus stop. We decided to run for it instead and struck up quite the conversation as she struggled with two bags, one with a handle that was way too short, and with one shoe strap that kept falling off. Afterwards, I found that she was “standing right beside me” in the IntroNeworks “me display.” Too late for an intro, but useful for a follow-up, better than the business card she’d given me. We got to the bus just in time and she sat a row behind me on the other side of the aisle (the bus had wifi!) and we looked each other up. “Oh, that’s you.”

A few days later, Jerry Michalski’s Yi-tan call about “exhaust data” and Facebook turned up an interesting connection. Grant McCracken observed that Facebook does a pretty good job of keeping a connection going after it’s been established, say, at a conference. He wrote about it later. Facebook certainly does a good job of drawing you back in and creating a sense of social activity — of life on the net. Someone on that Yi-tan call said something like “every venture capitalist these days will ask you what kind of a Facebook application strategy you have.” Facebook’s very openness is compelling. Online, there is no meaningful distinction between “business” and “social” And it’s certainly persistent.

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Guy Nadivi of http://www.intronetworks.com made some interesting comments on my post about his company’s software in an email. It’s really messy to take comments out of an email in MS Outlook at put them into a posting in Word Press, but I thought they were so interesting I’d quote them here with his permission. His comments are in red, and my original statements are in black:

When I first logged on I was somewhat put off by having to complete yet another profile. Isn’t there a way to bring profile stuff in from somewhere else? Yes, in fact we do it all the time. However, there was no registration database to integrate with this time, so attendees were left with no option but to manually input their profile information. And after the conference, is there anyway to carry the profile forward? Yes, but only if the destination you want to carry it forward to is willing to accept the data. And what about sharing my profile with the rest of the world? If by “rest of the world” you mean other social networks, unfortunately that’s not feasible at this time as there is no“profile standard” everyone adheres to. BTW – the vast majority of our deployments are for private communities where almost everyone would prefer to keep their profile information just that, private. Yours might be the first request we’ve ever gotten for sharing profile data. I wonder whether the business model for the software company favors captive content and hermetic boundaries where openness may be more useful socially. Our business model favors deploying as many instances of introNetworks as possible. Whether the data is private or public has no impact on our bottom line.

Each of the main Instant Messenger types are listed separately (AOL IM is separate from Yahoo IM which is also separate from MSN): what about Trillian users, who can speak to all three?). Maybe Trillian should have been added during the configuration phase of the deployment. Nevertheless, a Trillian user would still know whether they’re connecting to someone on AOL, Yahoo, or MSN, right? As I’ve thought about the tag categories it seems to me that push-back and complaints such as this one are an indicator of engagement. We appreciate constructive feedback of any type.

Although it’s conventional to put “me” at the center, I know that in reality it’s not the case. Actually, that is the case. We are providing you with what we call an “ego-centric” perspective of this community. The pins represent a view of that community with you as THE central reference point. There are others who are at the center of this particular conference, but IntroNetworks lies and tells me that it’s “me” that’s at the center. “Lies” is not only inaccurate, but a bit harsh. Again, we’re showing you an ego-centric perspective of this community as you relate to it, or as it relates to you if you prefer. When someone else logs in, they see the same thing as it pertains to them. We’re not “lying”. We’re simply showing a “you-driven” view of things. I wonder whether it would be more productive to find and show some “us” and “them”? Please note that the legend in the lower right is “active” and allows you to quickly narrow down to any of the constituencies with one-click. Additionally, the Search, Build Advanced Search, and Filter Search Results panels on the left offer a number of ways to find and show whoever you want to see in the community with the greatest of ease. I guess that’s what the “Discipline” and “research interests” tags are really trying to do: get at personal history and participation in specific, learned communities.

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