Backchannel Resources

CC on Flickr from Debs - thanks, DebsA DM Tweet today caused me to go and look and see what resources I’ve posted on the blog about back channel work.  For me,  back channel refers to a number of things that fall into two broad categories:

  • back channel as a text based channel used at live events for a way for participants to be in the conversation and potentially share it out to the wider world, and
  • back channel facilitation in online groups where you make a decision to address issues privately and not “in front” of the whole group.

After a bit of searching, here is what I came up with.

Conference Back Channel

Community Back Channel

Do you have any great back channel tips or resources to share?

Photo Credit: Flickr creative commons from Deb Schultz – thanks, Deb!

Raising the Bar on Online Event Practices

Alan Levine wrote a deliciously provocative post on last month that I’ve been meaning to comment upon, Five Ways to Run a Deadly Online Seminar . When I read it, my head was bobbing in agreement and recommendations.

Alan shares 5 deadly things. I’d like to re-frame and talk about the skills we should be cultivating and the technology we MUST demand. It has been a while since I wrote about synchronous online facilitation is a focused way.  Plus, I guess this is a natural follow on to this week’s rants on Skills for Learning Professionals and Knowledge Workers (Part 1, part 2, part 3).

First a brief recap of Alan’s 5 “no-no’s.”

  • Make it hard to even get inside. (inside the online meeting room)
  • Don’t let your participants know who else is there. (mask or don’t show attendee list)
  • Make it hard or impossible for the audience to communicate with each other. (no shared chat room)
  • Don’t greet the audience or make them feel welcome.
  • Ignore your audience, make ‘em wait til you fill the hour with your voice, do not involve them at all.

Alan also mentioned Jonathan Finkelstein’s Learning in Real Time (book and web site) and Jon’s mad skills .  Spot on, CogDog!

First of all, let us NOT take our bad meeting and event habits from offline and simply dump them online.  If we start by making better meetings and events, our online events will benefit. By better I mean more participatory, with attention to both the purpose of the gathering and the process.

Before I get into some suggestions, let me offer a tip when you raise the issue of improving meetings and someone says “our meetings are great!” Is this the person who always talks? Who dominates conversations? Who controls the agenda? If so, ask the  people who have to experience this person’s meetings. Often decision makers think everything is just fine because the meeting meets THEIR needs. Look beyond!

Now, suggestions.

  • Focus attention: Synchronous events can provide a heartbeat for an ongoing community, group or network. We put them on our agenda instead of saying “I’ll do that later” and they focus our attention.
  • Design appropriate process: Think about your process design options. World Cafe’s online? Breakouts so more than one or two people can speak. Back channel chat to engage more than audio channels. Turn taking. Breaking presentations down into 7-10 minute segments alternated with interactive periods to maintain engagement. If you have a task to do, consider what steps are needed and design them into the process. Lots of items? Have an agenda.
  • Interact: Content can be compelling, but if you have people’s attention, why not focus on interaction and conversation and save the pushing of content for asynchronous. The exception is when the content is so compellingly delivered that it becomes entertainment. (And I don’t mean that in a trivial way. I mean it in the sense that the presenter so engages us, we are truly listening and captivated.)
  • Facilitate!: Don’t let passive disasters happen. If no one else is stepping up to make your meetings better, take the lead.
    • Heike Phipps doesn’t sit back and let the five bad things happen. She is an active online event designer, facilitator and technology steward.  For a Learntec Event this spring, she decided to experiment with a F2F presentation technique called Pecha Kucha, but ONLINE. She asked for volunteers. I didn’t have any slide decks to run with, so I said, you give me your slides and I’ll invent the narrative. Heike didn’t blink and said yes. On the fly, we created something fun, engaging and on-topic for the learning at hand.
    • Jennifer and her team at WebJunction are great role models. They hosted me last month and wow, what a great job they did. They had a technical host (Libraryguy), an overall host and someone to do live closed captioning to enable those with no access to audio or with hearing impairments to participate in the webinar. Pretty cool!
    • Webheads in Action Online Unconference also showed some creative and very participative chops when they hosted me in June as well. They didn’t wait to be asked to join in the chat – they were chatting, peppering me with questions and generally haveing a good time. Frankly, I think they would have been fine without speakers, they had such a good set of practices to engage with each other!
    • Welcome people as they arrive – simple! Thank them at the end, not just the “presenters.” Simple!
    • Encourage people to welcome each other and move away from a hub/spoke form of interaction. Chat rooms are great for this. Encourage facilitative practices from everyone, not just the facilitator.
    • See more synchronous facilitation examples here.
  • Technologically prepared: Tools can make ya or break ya.
    • The fabulous team at BGSU, hosting the BIG CHANGE Webinar Series, have been trying to find an affordable tool for their events. For the one we did in April, we experienced the snags of a platform with limited interactivity.  This made us work twice as hard.
    • If you must use a less than useful platform, practice a lot and keep your design simple. For more in depth use of  tools, build the group’s capacity to do this over a series of meetings.
    • Design simple, topic related activities that help people learn the tools rather than “telling them” how to use them. We don’t usually remember what we were told at the top of the meeting until we USE the tools in question.
  • Practice, practice practice: Regular meetings build both organizer, presenter and participant skills for making the most out of online events.
    • Last year George Siemens and Stephen Downe’s CCK08 “uncourse” included weekly webinars. I was a guest one week and I was impressed at the engagement practices of the PARTICIPANTS. Lisa Lane reflected on some of the live meeting practices in her overall review of the experience.
    • Leigh Blackall also provided the participants in his online facilitation workshop a chance to design and practice their online event chops with a series of synchronous and asynchronous events.
  • Go visual! Engage the visual senses with shared white boards, pictures instead of miles of bullet pointed slides, video segments and visits to compelling websites using application sharing tools.
  • Blend: Tony Karrer and friends have been offering a range of synchronous events from hour long to multiple day blended synch/asynch events and are building a set of practices.
  • Build on established practices: Telephone skills are a great base for webinar skills. Who are the phone conference call pros in your organization? What are their tips?

What would you add?

World Cafe Multilingual Report Out

worldcafetweetsLast month I was facilitating a World Cafe session for an international development organization in Rome (IFAD). The participants spoke French, English, Portuguese and Spanish. Some were monolingual, others were multilingual. For plenary sessions we had simultaneous translation, but for breakouts and World Cafe conversations, we had to rely on each other. Multilingual folks tried to fan out across the groups.

I was worried about the report outs and had posed a question on Twitter asking what other folks had done. One suggestion (from http://www.twitter.com/petecranston ) was to have the groups put their report outs on cards with the translations in the two dominant languages (French and English in this case). It worked! This is also a great example of just in time help from one’s network.

Here is our report out wall.

World Cafe Multilingual Report Out
World Cafe Multilingual Report Out

How I use social media

Nancy's recording of Rob Cottingham's NVoice keynoteThis afternoon I’m spending a half hour on a Skype video conversation to share a bit of how I use social media. I figured it would be good to exercise my memory a bit and unearth some of the key stories that led me to to my social media use today, and perhaps surface some of my patterns. The history approach also shows that while the term “social media” was not in play when I jumped in, the social use of online media has been growing for many years – well before my online time. These roots are significant because our patterns of use, our ways of embracing or rejecting technology are grounded in this history.

Online Community

History of online communityMy first real step into what we now call social media was logging on to Howard Rheingold’s “Electric Minds” online community in November 1996.  Little did I know that this first toe-dip would literally change the course of my professional, and in many ways, my personal life. I didn’t know what an online community was, even though I have been steeped in community work all my life. All of a sudden I was in the midst of amazing, deep and human conversations with people from across the US and the globe. I remember Ran Avrahami, a professor in Israel, and how he jumped into the conversations and reached out and connected with us. He talked of his grandchildren and the orange trees on his apartment balcony as if he were next door. Of Jay Rosen, who went on to be a pioneer and scholar in online journalism. Of Bodhi in Chicago (who has since passed on) who took this newbie under his wing and who gave me my online name of choconancy.

“Eminds” was where I learned that online relationships can be real, how they get real, and  how they break and fail. It was in “helping” “save” the community after Howard lost funding that I had my first big online facilitation failure. This taught me about both the similarities and differences of group dynamics online and offline. It was my urgency to figure this out that set me on my professional path as a practitioner and learner about online facilitation. I knew from that experience that whenever we talked about technology (social media) we needed to also talk about practice and the human beings doing the practicing. It was life changing.

There are so many lessons from those early days that it is hard to pick out just one or two, but here are the ones that come to mind most quickly and which I remember “in my gut.”

  • Social media is a great place to fail. You can try something and if it doesn’t work, learn, adjust and try again. This is true of both the technology and the practices.
  • We can find, develop and utilize relationships with other humans online – and they have meaning. But for most of us, it takes an actual transformative experience of this to really believe and embrace it. The gap between the intellectual description and the experience of using social media to build and nurture relationships is large.

Online Learning Together
learningThe second seminal experience was taking part in George Por’s “Knowledge Ecology University” or KEU as we called it, and the  relationship forming event of the KE Fair. This was where I had the amazing opportunity to co-facilitate an online workshop with Mihaela Moussou (now Michele Paradise). Michele and I built on the foundational work of Lisa Kimball (then of Metanet, now of GroupJazz) and began to articulate the practice of doing stuff together online.  Just today I received an email from one of the people who took our workshop and he wrote “I still remember your course as one of the absolute best courses in my life. Thanks.”I believe our success was because we were passionate about this new form of human interaction.

  • From Michele, I learned the concept of “warm electronic communication” and developed deeper insights into the effect of these practices on the experience. Computer mediated – yes, but human driven. Over the years, this initial online learning experience formed the roots of my practice as a designer and facilitator of online learning events.
  • Now technology enables far more than the discussion forums of the late 90’s. Thanks to social media we have everything from formal courses to networks on Twitter to facilitate “here and now” learning at any moment we desire (and some we may not desire!) But regardless of the technology, how we use it always matters.
  • Conversation and content is at the core of the interactions, build on the foundation of relationship. Now though, relationship can start as a content mediated intersection and then become personal. It used to be the other way around almost exclusively. An interesting change. New social media that helps tag, sort and reuse content has been key to this change.

Communities of Practice and Learning
Through KEU I met Etienne Wenger and John Smith, who opened my eyes to the fact that I have been embracing community learning and communities of practice most of my life. I was simply unaware of the label, the research and scholarship around these things we call “CoPs.” Back in the late 90’s technology was just used for distributed Cops – folks who could not physically be together. Now technology is nearly pervasive for most communities in the developed world, colocated or not. We take it for granted that we’ll schedule, learn, work and play together assisted by social media. It has matured from an oddity and an outlier to a given.

My key learnings about social media and communities:

  • More significant that utility, social media has changed what it means to “be together.” It has changed our experience and understanding of being part of a group, a community or a network. It has created a massive multiplier of the options we now have to be with other people. This is heaven and hell. Heaven because we can access knowledge and relationship like never before. Hell because in our multi-membership, we dilute relationship, become overwhelmed, or fall into group mind narrowness by only associating with those who think like us  – just because we can. Social media enables this.
  • As with online communities, learning communities benefit from facilitation, both formal and informal, designated or spontaneous and self-generated. “Build it and they will come” continues to be a fallacy with each new wave of social media.  However, the facilitative practices must evolve in conjunction with the software. Things change on all sides.
  • The  deeply embedded nature of technologies in communities has given rise to the role and function of technology stewardship, the work of people who know enough about their community and enough about technology to help pick , configure and use technology to support community activities. This has become a central practice and learning focus in my life. See book writing below…

Global Networks & Knowledge Sharing
part of my networkIn 2000 I put it out to the universe that I wanted to work internationally. The internet was connecting me to people far beyond my personal geography and so enhancing my life, I wanted more. I was on an email list about online communities when someone in Turkey asked if anyone wanted to come to Turkey and talk about online communities. I said yes. The universe answered. Then it was Azerbaijan, Georgia (the country), Armenia, Kenya, South Africa, Indonesia, Columbia, Ghana, Ethiopia, and a multitude of international NGOs based in Europe and North America who gave me the opportunity to apply online interaction and collaboration practices in the field of international development.

The most amazing aspect of this work, going back to 2001 until today, was the different attitude of people outside of North America and Europe – people who heretofore did not have the ability to connect and learn outside of their village, town or city. While Americans would complain about the technology, the time, and anything, my African colleagues would overcome horrid bandwidth and intermittent electricity to participate. They invented ways to leap across the barriers, innovating with mobile technology, translating community and tribal practices into online environments and getting things done.

  • When the door to connection is open, watch who walks through and follow them, not those who stand at the doorway and naysay! And I’m not just talking about social media early adopters. I’m talking about people passionate about getting something done.
  • Social media offers us incredible intellectual capital opportunities to link up the best and often most diverse minds to address a problem or opportunity. The challenge is that this opportunity may lead us to feel overwhelmed and we are often unprepared to usefully use the diversity of the world and can easily retreat to our familiar territory and group think. The strategic use of social media to stretch us to our edges and immerse us in that diversity is centrally important.

Weaving  across Silos
community weavingAs I dove deeper into knowledge management and knowledge sharing in international development, social software was growing, changing and evolving. Through this work I also connected with a specific community, Knowledge Management for Development or “KM4Dev” which turned out to be one of my most important CoPs. Through KM4Dev I continued (and continue) to learn but more importantly become part of a network of people working in international development.  Our relationships – across organizations, countries, even language – became a new resource to share knowledge, learn together, and reduce duplication where it made sense (as in making a shared knowledge sharing toolkit) . I can’t prove this, but I think our network has actually contributed to more cross organizational cooperation and better use of resources.

  • Social media keep networks, their content and activities knitted together. Networks weave across people and organizations. So social software + networks = change and even transformation. (One of these days it would be worth writing about the difference between change and transformation!)

(Drawing) Pictures
processing my emotions after a visit to the West Bank w/ Tova - co paintedAfter years of words, words, words, something was beginning to dawn on me. I missed pictures. I missed art. I realized that all those little drawings and head shots I inserted into forum posts meant more to me and others than I had realized. Then I took a massive tumble offline to learn about visual thinking and visual practices, specifically graphic recording and graphic facilitation.  These new practices not only transformed my offline work, but have impacted how I use social media. Specifically,

  • I’m consciously including visual methods and practices, particularly in synchronous online work, made possible by new visual tools such as shared mind mapping, and better online whiteboards.
  • Tapping the incredible content of networks like Flickr and the practice of Creative Commons licenses to use that content.
  • Appreciating and including visual and aesthetic  elements in any social software deployment work I do. A case in point was the impact of the “baby friendly” redesign of the hugely successful ShareYourStory online community for parents with babies in the neonatal intensive care unit.

Blogging and Doing Business
Little did I think when I began this blog in 2004 that my blog would a) reveal the network I didn’t know I had and b) give my work visibility that helped me grown and deepen my consulting work. I had tried a few experimental project blogs with clients in early 2001 and 2002 and they did not root into the work. So I began again in 2004, mostly because I can’t talk and write about a social media tool until I have used it in practice. I was a total skeptic but in the first month, something happened. People who I didn’t know knew my work. They “knew” me.  The work I’d been publishing on my little hand made website was alive in the world. Now the blog gave a channel for people to respond, to critique and reciprocate. I was blow away. The blog made the network visible.

The second great value blogging gave me was a place to “think out loud” with my network, to offer half-baked ideas and solicit help to finish baking them. It is the easy-bake oven of learning. Write, hit post, and you are in the learning lab.

From this transparency, this “showing my work” in public I have gained new collaborators and clients. I have a visible track record of my thinking and work that people can peruse and evaluate. I find I now attract clients with whom I am a good fit and avoid those that would not create a productive partnership. My online identity serves me well. Flickr, Twitter and other social media tools now augment and enhance the blog – often woven into the blog with widgets.  80% of my working time is mediated using social media, from Skype, Google Docs, Twitter, Drupal, Moodle, Elluminate and an every changing myriad of other tools.

  • Social media is an amazing (and sometimes scary) set of tools to show your identity online. We have to learn more about what this means and its implications going forward.
  • Tools that help us visualize our networks is a key to tapping those networks.
  • I can’t imagine doing 90% of the work I do now without social media. Like it has for me, social media has enabled a wave of small and entrepreneurial business. I’m grateful.
  • Early supporters gave my blog exposure and me encouragement. Reciprocating the generosity of others is easy with social media – DO IT!

Cover of the Digital Habitats book

Writing a Book
As I noted, communities of practice gave a language, a name for so much of what I do. In 2004 Etienne came to John Smith and I and asked if we’d help him update a little report he wrote in 2001 on technologies for CoPs. We said sure. What started as a report revision grew slowly (and sometimes painfully) into what is now Digital Habitats: stewarding technology for communities which will come out this month. The book was written by the three of us primarily at a distance. Without Skype, email, Google docs, Flickr, and publishing on demand, this book would not have been born.  We had only three face to face sessions.

  • Social media provides an amazing research, testing and writing environment.

Liberating my inner geek
As the visual practice has liberated my inner artist, social software has liberated my inner geek. Particularly as a woman of 51 years of age, this enormous software playground has given me a way to bend stereotypes of middle aged white women and technology. I look proudly at my mom who at 79 is rediscovering high school friends on Facebook and enhancing volunteerism through web tools. Today’s tools are friendly enough to put hands on and just try. To experiment without high risk of either failure or humiliation. They can get a lot easier, but they have unleashed many inner geeks. This is true across generations and the impacts are significant on our culture and our world. I think if this blog post from Lisa, who I met in June at an educational tech conference in Hawaii. She wrote:

ED-MEDIA 2009 « Lisa’s (Online) Teaching Blog
My first technology-related experience, however, was on the plane getting here from San Diego. The flight was 5 1/2 hours, and during that time total strangers sat next to each other without ever introducing themselves, sharing adjacent space. Gradually I noticed some children giggling nearby. I looked over and they were, I thought, playing Nintendo. But when I peeked, I saw that they were writing on the screen, and I soon realized that many children on the plane had Nintendos and were using its wi-fi pictochat feature to write to each other. After an hour or so, children were exchanging information about their seat locations, and were getting up and saying hi. At one point there were kids standing in the aisle and the flight attendant had to ask them to sit down so she could serve food. By the time they had to shut off their devices for landing, they knew where everyone was staying in Hawaii and had arranged playdates if their hotels were near each other, forcing the parents to actually meet each other. The kids used technology to create society on the plane, where adults only endured the enforced company of others.

So what are the patterns?
First, it has been useful for me to recognize that social media has a role in my life as an individual, as a member of communities and groups, and as a participant in these wider, free-ranging things we call networks.  Individual – Group – Network -> the whole spectrum. I find this amazing.

Second, my activities can be loosely grouped into the following.

  • Learning
  • Getting work done
  • Finding and connecting with people
  • Getting stuff (search, content, etc.)
  • Exploring and pushing my own boundaries

My practices have been radically changed and shaped – yes, even transformed – by social software.

I never would have imagined this back in November, 1996. Thanks, Howard! (edited to correct date from 2006 to 1996)

(P.S. In a future post I might try and document the configuration of tools that I use in these practices. But now it is time for lunch!)

Next ICT-KM Social Media for Development Workshop

It seems like we just finished the last one, but here it comes again… the next Social Media for International Development Sector Workshop from the ICT-KM Program of the CGIAR. I’m really looking forward to facilitating it with Simone and Pete!

Social media is using the Internet to collaborate, share information, and have a conversation about ideas, and causes we care about, powered by web based tools.” – [We Are Media]

Background
From the learnings from the successful pilot (See blog posts about the event), and second  Social Media Online Workshop, the CGIAR through its ICT-KM Program, is pleased to offer a new online opportunity for social media explorations, this time with the specific objective to embed social media in participants’ contexts of international development work. This fully online workshop will run from September 7 to 25, 2009.

Social media offers international development practitioners and organizations a move from “push” communications towards a place where we can interact with our constituents, listen and engage with them in ways we never could before. It enables us to network with colleagues and some stakeholders. If facilitates collaboration in the lab and in the field.

Social media also offers so many options that it can be overwhelming. This workshop focuses on exploration of social media from some specific international development contexts. So instead of saying “there is a tool, how can we use it,” this workshop seeks to answer “we need to do this activity, how can social media support it and under what circumstances.”

If you ask yourself questions like these, you might consider joining the workshop:

  • How can I support collaboration in wide-spread teams?
  • How can I provide opportunities for open dialogue with my stakeholders?
  • How do we support communities of practice and thematic networks, online and offline?
  • How do we share our content and knowledge effectively online?
  • How can we make use of social media under low-bandwidth constraints?

This online workshop is designed for researchers, research and development communications professionals and knowledge sharing practitioners.

Objectives of the workshop
This three week online workshop will provide a collaborative, peer based learning opportunity for you, as development practitioners, to address if and how social media can help address your needs, opportunities or challenges related to collaboration, participation, or communication. By the end of the workshop you should be able to understand and analyze the opportunities that social media can offer in the view of your specific research and development context, identify some potential tools and create a plan of action.

During this workshop you will:

  • Identify possibles usages of social media through small group synchronous and full group asynchronous conversation, exploring opportunities and constraints related to your work.
  • Obtain an understanding and appreciation of the role and value of social media.
  • Explore 2-3 different social media tools which may be appropriate for your context.
  • Start to plan the implementation of one or more social media tools that fit our work environment.
  • Learn from participants of mixed professional and organizational backgrounds.

Outline of the 3-week event

  • Week 1 to 2 – Context and Application of Social Media: Introductions, and telephone conversations in small groups to assess your research for/and development context and identify opportunities for social media practices.
  • Week 2 to 3 – Testing Social Media Tools. Explore select social media tools in small groups.
  • Finalizing week 3 – Reflection for Action. Reflect on individual and group learning of the past two weeks and  create an initial plan for social media implementation.

Maximum Number of participants: 18

Language: English

Participant Requirement/Dedicated time: This workshop offers an in-depth exploration of social media tools adapted to your specific context with personalized support and work in small groups. To do this, we ask the following of each participant:

  • Organize your agenda to dedicate up to 1-1/2 hours per day during the three weeks. If you will be on travel and won’t have time in a particular week, save some time for “catch up.” If you will not be able to participate in more than one week, please consider taking a future workshop. It will become hard to catch up after missing significant time.
  • Participate in weekly telecons of  60-90 minutes. These are scheduled for the afternoons for those in Europe and Africa, mornings for North and South American, and evenings for Asia. We will try to accomodate all time zones as best we can.
  • Read and respond to blog posts
  • Explore at least 2 tools
  • Reflect and share your learnings on the workshop blog and wiki
  • Complete a pre- and post-workshop survey.

Open to: CGIAR staff, not for profit partners, agricultural and development organizations. Individuals, consultants and members of for profit organizations may join on a space available basis as the unsubsidized rate. (See costs below)

Platform: Blog, Skype and/or telephone, email and wiki. Our teleconference platform allows you to call for free using Skype. If you choose to use a landline for the conference calls, you will be responsible for long-distance costs. You should have regular access to the Internet. Some tools may not be accessible for those with low bandwidths. You may need to check with your IT department, as some web-based services you wish to explore may be currently blocked in your organization and you may need to seek support to access them.

Facilitators: Nancy White (Full Circle Associates), Simone Staiger-Rivas (CGIAR-CIAT), Pete Shelton (IFPRI)

Cost: USD$ 850 for people who work in international development/NGO organizations, USD$ 1050 for those who work for for-profits or are consultants.

Contact: Please write to Simone Staiger-Rivas (s.staiger[at]cgiar.org) for questions and subscription