Category: international development

Following Up After a Liberating Structures Facilitated Event

In late January I helped plan and facilitate the INGENEAS Global Symposium, a gathering of academics, researchers, practitioners, business people and policy makers interested in the role of gender and nutrition in rural agricultural extension services in the developing world. We used Liberating Structures extensively throughout the 3 day event.

Have you ever had the experience in a global meeting where jet lag is an ongoing presence, prompting naps and drooping heads? We saw no napping! People were engaged, occasionally baffled, and exceptionally open to new ways of being together, even those who are most comfortable in traditional academic meetings. The only persistent wish was for more time to “go deeper” in exploring and learning about each other’s work. We hope people will stay connected and build that depth. (More on that in a later blog post about the network mapping project we also did!)

It was fabulous to have a client, Andrea Bohn, who fully embraced both my crazy approaches and Liberating Structures. Her support was  so thorough that we used LS to plan the meetings as well. After the meeting she connected participants who expressed interest in Liberating Structures to their local (or nearly local) practice group for further learning, practice/peer support, and sent out this follow up email:

Dear Symposium participants,

Hard to believe that it has already been more than a week since we parted in Lusaka. It was great to have you there!

One of the follow-up actions I committed to is to tell you a bit more about the facilitation techniques used by Nancy.

It was one of our unspoken intentions with the symposium was to expose you to some very effective means of engaging and including all people (in an organization, at a meeting, training, etc.) and for helping bring to light the knowledge and experiences that exists among those gathered. We trust that you will find these techniques useful in your work as extensionists, trainers, team leads, etc. Most of the techniques used (some in modified form) come from the “Liberating Structures” toolbox (see www.liberatingstructures.com). Over the course of the symposium you experienced (and participated in!) these:

Day 1

Day 2

Day 3

In planning the symposium, we were guided by

There are many more structures/techniques in that toolbox (33 in total, www.liberatingstructures.com/ls-menu). The website describes each in some detail and we encourage you to explore them. However, we also know that it all makes a lot more sense after you have experienced one in action, as you did during the Symposium. I’d love to hear from you how using one or several of these structures in your profession is working out for you.

Sincerely,

Andrea

 Andrea Bohn, M.Sc., MBA

Member of the AgReach Team

www.agreach.illinois.edu

Why Follow Up?

I’ve been either sending a follow up email, or creating an information visual about LS in meetings I am facilitating with LS because it is a simple capacity building step that is both efficient and effective. People are interested in the moment, and the follow up email is a perfect trigger point to invite them to dig in a little deeper. Here is the summary visual I created for a group last December after one of the participants made the request for the “list” of structures. Why not make it visual?

Debriefing With the Team

Beyond participant interest in Liberating Structures, I’ve found it very useful to debrief with the core event planning and facilitation team to get a sense of their experiences and to encourage further application.

In a more traditional academic conference context, this is always interesting. We tend to gravitate towards that which is familiar and comfortable. Those who have literally grown up and experienced their entire careers through formal academic gatherings may feel a bit like “fish out of water” with LS. Through the debrief at this event and others, three main issues come out.

  1. Control is distributed, not held at the front of the room. For example, in traditional academic conferences people present their papers from the front of the room and then the audience asks questions. With Shift and Share, a greater part of the time was focused on the conversation, rather than presentation.  Repeating cycles start to drill down to the most salient issues and points, but that is not always obvious from the start! For those who are used to holding control via presentation and who they choose to call on, this is a power shift as well.
  2. Time feels “too short.” Many of the LS cycle participants rapidly through the work and/or content at hand, and look at it from different perspectives via different structures. There is an instinct to “slow down” but sometimes the rapid cycling can help step past ruts and assumptions allowing greater depth. Over-packing a conference, however, with too much content, can stymie that result. And somehow we always over-pack!
  3. It steps outside of “sanctioned forms.” “I can go to the meeting if I am presenting a paper.” The way legitimacy is viewed in research communities is based on publishing. On presenting. With LS, we focus on meaning making on what is offered, versus exposition. So we need a way to create an invitation that has institutional legitimacy for those coming, but which does not box us into traditional forms if they don’t serve the purpose of the meeting. Across the LS community of practitioners there is deep experience with significant meeting results — without panels and presentations. But it is a leap of faith to go down that road!

 

Can we role model graphic recording? Part 3 in the series

logo_gfrasBackground: This is the third of three posts about some recent visual experiences at the  7th Annual GFRAS Meeting in Limbe, Cameroon, where I was invited as their graphic recorder! As I noted in Part 1, it is a huge investment of resources – theirs and mine – to have me there for the meeting, so I asked if I could also run a short “introduction to graphic recording” the before the event kicked off, and then we could have the participants fan out across the breakouts and field trips to capture sketch notes. The second post in the series shares a few stories and artifacts from the workshop participants about their sketchnoting at the meeting and after they returned home. How are they using their new skills? This third part shares the graphic recordings I did with a little reflection on my own process and the element of role modeling graphic recording skills – particularly the listening and synthesizing skills. 

The #GFRAS2016 Annual meeting started on a Monday afternoon, had a full day on Tuesday, field trips on Wednesday and a final day on Thursday. My graphic recording charge was a chart for Monday, Tuesday and what was needed for Thursday was “emergent.” The field trips were “harvested” by our newly-trained sketchnote artists from Monday’s workshop. (You can see the agenda here.)

Day 1 – Opening

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nancyrecordingby keerthiraj siddapuraAs one might expect in Cameroon, there is still a strong sense of formality and meetings being opened by dignitaries. In my experience, they often arrive late. This time they were EARLY and we scrambled to get in the room and set up. There was a very small window for set up, but it was so cool that the Fine Hotel made a recording board for me. You can see how lovely and BIG it was in the photo by Keerthiraj Siddapura at right. (Thanks, Keerthiraj – also one of our newly minted graphic recorders. You can see his full set of photos here.)

The formal opening was in French and the sound was VERY difficult, so the contents of the formal opening were … um… brief. The fact that Limbe is known as a “town of friendship” was the key piece for me. Graphic recording through translation is a tricky proposition at best. The second part of the opening was a conversation between the outcoming and incoming secretaries of GFRAS… the handing of the baton.  So overall, it was a pretty light piece for day one. You can visually see I still battle my “right hand downward tilt” as I record.

What was super fun was that for many in the room, this was their first time seeing graphic recording in action… including most of Monday’s workshop participants. So there at the back of the room I got a lot of attention between sessions and during breaks with people asking me “how do you DO this!” When the new GR’s passed by, we did a bit more analysis – what was working for me, for them and more importantly, what was challenging.  It was a good place of learning.

Day 2 – Keynote and Conversation on Agripreneurship

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I was very luck to share a cottage with Day 2’s keynote, Dr. Merida Roets of South Africa. As we chit chatted over shared chocolate, I learned more about her, her work, and this strange new concept to me, Agripreneurship. (Know that this is a hard word for me to spell. I had to keep practicing.) After her talk, a panel came up to comment and their input is on the left. There is still a bit of jargon in here, like RAS (rural advisory services).

Merida had never had her talks recorded, so this was a fun new experience for her as well. Remember, she also took Monday’s workshop, so I could see the wheels turning in her head when she came by afterwards at my request to see if I missed or got anything wrong. In the end, she took this piece home with her, with a clear idea of where she was going to hang it in her offices. It turns out that while Merida and her team have been promoting and building agripreneurship capacity with rural farmers in South Africa, they had never heard of the term before either! 😉 Language is a funny thing.

By the way, the colors in these images are not very good. The lighting was difficult in the space. They look a little dull here. But as I was doing some coloring with Pan Pastels, it was also a time where our new GRs used the materials and tried shading and coloring on their sketch notes. So in the end, my space ended up as a little graphic recording lab at the back of the room for the full meeting.

In the afternoon I facilitated one of the four break out sessions and as part of my duties, created visuals for the report out on Thursday. I used Paperby53 to create a base image, then built on top of it to break out each of the elements for our presenter to share.

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Day 4 – Harvest and Network Assessments

Day three people fanned out across the region to visit agripreneurs, farming cooperatives and other locations to see the work in action. Then on Thursday, the morning was the harvest of the Tuesday breakouts and Wednesday field trip reports. The field trip reports are at the bottom and the four breakout reports at the top. I used the metaphor of weaving basket threads together…sort of.

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My intention on this chart was to allow individual parts of the image to be pulled out in close up photos so that they could be woven into the meeting documentation. You can click on the thumbnails below to see some examples. All the images were provided digitally to the GFRAS team.

Next there was a network assessment activity led by Kevan and Alexa Lamm. Most of this session was work in groups, so I briefly captured their introduction on my iPad and then animated the sequence. This was done simply by saving the image as different files along the way. (Let’s see if the animated GIF plays correctly in the blog post. If not, you can find it here. )

kevan-lex-animation

I had made a few other iPad images as a way to demonstrate some electronic graphic recording.

There were some other paper sketches I made… nothing really worth sharing… but to empathize with our team that sometimes it can be hard to really pull something of substance out of short and informal presentations.

It was a great experience working with the GFRAS secretariat and all of the participants. I took MANY pictures with people in front of the images… lots of smiles. It has been a while since I did straight up graphic recording and not only was it fun (and sweaty – did I mention the aircon mostly did not work?) but it was a great way to link the workshop on Monday to real practice, to be able to reflect together on our work, and of course, to always remember how much more there is to learn!

Can we actually practice graphic recording after just a 4 hour workshop? Yes! Part 2

Background: This is the second of three posts about some recent visual experiences at the  7th Annual GFRAS Meeting in Limbe, Cameroon, where I was invited as their graphic recorder! As I noted in Part 1, it is a huge investment of resources – theirs and mine – to have me there for the meeting, so I asked if I could also run a short “introduction to graphic recording” the before the event kicked off, and then we could have the participants fan out across the breakouts and field trips to capture sketch notes. This second post in the series shares a few stories and artifacts from the workshop participants about their sketchnoting at the meeting and after they returned home. How are they using their new skills? Part 3 will share the graphic recordings I did with a little reflection on my own process. When I publish #3, I’ll come back and link it here as well!

Unleashed across breakout sessions, field trips and plenaries, many of the participants of our short graphic recording workshop took their pens and notebooks to try and capture the essense of sessions as sketch notes. Remember: these people walked into the workshop with little or no sketchnoting experience. Just a fire in their bellies and a willingness to try.

The first experiments were just with pen, mostly on the small conference spiral note books. You can see the experimentation with how to organize the ideas on the paper and a great deal of courage focusing on the images, not just relying on text.

At one point after a plenary, a few folks stopped by my graphic recording station and we did some mini debriefs and talked about introducing color. The magic was instantaneous… (not that I don’t like black and white, mind you!). Click the images for a larger and fuller view!

By the end of the week, our intrepid team had introduced metaphors and ways to organize space on the page along with some clever extras.

 

But wait, this is not the end of the story! What happened after everyone has gone home? I have two stories to share already (and hopefully I will glean a few more.

Merida Roets, who was also our day 2 keynote and my wonderful roommate at the hotel, was already planning to offer her staff a brief graphic recording session upon her return to South Africa. (I’ll share the capture of her keynote in post #3). They may have wondered what Merida was up to, but she immediately applied her learning to her work with her project developing some learning materials for the South African Sugar Association. She shared an image with me as an example. (I can recommend Merida for both her intelligence and love of chocolate!)
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Finally, one of the workshop participants who was already deeply into visual practices for agricultural development, Luke Smith, who is the AgriEdutainment Officer & ICT Director of WhyFarm that originated the world’s Food Security superhero  “AGRIman” as a way to engage younger folks in agriculture , wrote ” I have used the graphic facilitation method with some children in a workshop. I didn’t have all the materials required to execute they way I wanted too. I showed the children  the basics as you showed us in the training. I then gave them the problem of how can we increase food production by 2050 and told them to use the icons, arrows, symbols to come up with a solution.
The children drew there ideas on a copybook page, I didn’t get time to take a photo as the session ran out of time . But I was amazing that some kids drew the ideas of doing farming underwater. I want to try this method again but with flip charts and markers etc. I will certainly capture the use of graphic facilitation the next time. ”

agriman
Agriman

And for a bit of fun

Can we learn graphic recording in 4 hours and actually DO something? YES! Part 1

Rarely do I get to go to an event with graphic recording as my primary duty. It is often an “extra” that I include in my facilitation practice. This year I was invited to the 7th Annual GFRAS Meeting in Limbe, Cameroon as their graphic recorder! Because it is a huge investment of resources – theirs and mine – I asked if I could also run a short “introduction to graphic recording” the before the event kicked off, and then we could have the participants fan out across the breakouts and field trips to capture sketch notes. I can’t be everywhere at once so this gave us some immediate practical coverage, but more importantly, I wanted people to see that this is an accessible, practical and usable practice. This first post is about the workshop itself. Part 2 will share a few stories from the workshop participants about their sketchnoting at the meeting and after they returned home. How are they using their new skills? Part 3 will share the graphic recordings I did with a little reflection on my own process. At the bottom of this post are links to other visual artifacts from the week in Cameroon.

The Workshop

img_20161003_103006995_hdrWhat can you do in just under four hours to help people master the basics of graphic recording? It turns out, you can do quite a lot. I love starting with the fabulous paired drawing activity I learned from Johnnie Moore.  In the debrief it always raises so many useful aspects about how we pay attention to and communicate with each other. It creates some fun and some comfort with taking risks. And drawing for and in front of people can be a huge risk for many of us.

 

 

Then we got into the practice immediately. My graphic recording and graphic facilitation workshops (short or long) always start with liberating our inner artist using an exercise I learned from the fabulous people at the International Forum of Visual Practitioners (I took their GR 101 course years ago!).

The “I Can Draw” img_20161003_112308329_hdrexercise introduces people to simple, body-based ways to draw circles, lines, use color, write clearly and, for extra fun, how using different materials can change and bring a sketch to life (yay chalk and pastels!) It never ceases to amaze me how such beautiful creations emerge, and how empowering this is. The exercise also loosens people’s bodies up to use bolder strokes, bigger lettering and to explore how color can change a visual experience with very little effort.

 

img_20161003_121758496Next we dug into specific skills of drawing people, icons, metaphors and ways to arrange images on one’s paper or note-pad. Because all the work I do with communities, agriculture, development and such, EVERYTHING I work with involves people. And it STILL intimidates me to draw people. We face this head on with simple ways to draw people. Stick figures. Bean people. Star people. Spring people. I loved how Merida immediately riffed on her people to integrate them into the sustainability work she is doing. WINDMILL people!

 

img_20161004_133510By now people were getting excited, so this is when we started playing with icons, particularly icons that relate to their work, world or context. I have a card deck of silly icons I made years ago. I asked everyone to grab one that they attracted them, and then sketch that icon a number of times to build some comfort. People observed each others’ drawings, swaped cards and iterated. I encouraged people to take pictures of icons – theirs or others’ – that resonated for them. This is so often a practice of “see, imitate, iterate and THEN evolve one’s own style”. Some people have a style right away, like Raj. You can see it in the first sketch note he produced the afternoon after the workshop.

Finally, we put everything together and I challenged everyone to graphically record a short talk I improvise on the spot about preparing to graphically record. Granted, I talked slower, repeated things and even offer a few hints, but really trying to graphically record real time for the first time is VERY HARD. It challenges us to a) listen deeply and carefully, b) identify what points are important and should be captured, and finally, c) actually draw them on the paper. The group did amazingly well for such a short introduction.  Afterwards we toured each of the examples, identified strenghts and looked for something new for them to try the “next time!”

Here are some examples of their work. Click to see larger images.

Learning While Building eLearning: #4 Lessons from the Pilot

Scholar Project - 2This is the last of four pieces reflecting on the experiences of Emilio, a subject matter expert who was tasked with converting his successful F2F training into an elearning offering. This one focuses on the lessons learned from the pilot and we are pulling in Cheryl Frankiewicz, the project manager. You can find the context in part 1 ,  part 2 and part 3. (Disclaimer: I was an adviser to the project and my condition of participation was the ability to do this series of blog posts, because there is really useful knowledge to share, both within the colleague’s organization and more widely. So I said I’d add the blog reflections – without pay – if I could share them.)

Nancy: Emilio and Cheryl, what is your advice for someone else embarking on this process?

Emilio: Solve the prep work for the launch. Pay a lot of attention to the very important thing you do in every single project, no matter what it is. Getting the process of getting the people there. The enrollment, selecting a good partner and being on top of your partner so that nothing goes wrong in this introduction process. The key thing is to get the people there at the start of your course. That has to go flawless. If it starts flawless, it is almost a piece of cake to do a good learning course. Then everything flows easily.

Cheryl: I would encourage others who embark on this process to start by revisiting their objectives and making sure that they measure the most important learning outcomes. Once the objectives are clear, focused and measurable, it’s much easier to make wise choices about which content and activities to include in the course design. Interaction is just as important in elearning as in F2F learning, but that doesn’t mean that all the interaction that takes place in the face-to-face environment should be transferred to the online environment. Attention spans are more limited and the demands on learners’ time are greater in an online environment, so you have to be careful not to include so much interaction that it becomes overwhelming to learners.

If you haven’t facilitated online before, take an elearning facilitation course before you deliver for the first time. I took one before I delivered my first online training and it was worth every penny I paid. Not only did I get useful tips on how to manage participation in a virtual environment, but I also had the opportunity to practice them before going “live”.  The big surprise for me was how much I depended on participants’ body language for feedback in a F2F environment, and how lost I felt online without it. The course helped me identify other strategies for gathering and giving feedback online. Emilio wanted to take one of these courses but his travel schedule didn’t allow it.

One other recommendation I’d make is to plan for regular communication with learners. In a F2F setting, facilitators don’t have to think about how this will happen because they are in constant contact with learners, but in an elearning environment, extra effort has to be made to design and time communication in a way that helps keep participants on track and motivated to participate. Regular bulletins from the facilitator that remind participants what is happening in a given week or unit are a valuable tool for accomplishing this. These bulletins can also highlight key lessons learned or insightful contributions from participants during the previous week. The review can help re-engage those that have fallen behind, and the recognition can help motivate quality participation in the future.

Nancy: Emilio, I have done quite a bit of work with your organization around learning, facilitating and elearning. As you think about your experiences and the experiences you’ve learned from other colleagues doing elearning in FAO, what capacity is needed to do this sort of work in an organization like yours?

Emilio: We have our own elearning team at FAO doing their own projects for specific groups. Their services are relatively expensive.  If I were to do with them the same thing I did with MEDA I would have likely paid more. And they have a limited number of people. They don’t have enough capacity to be service providers to the rest of the organization. We have so many different units. Our organization is structured so that we have to provide services to each other and we have to pay for them.

Nancy: I know there is a lot of talent spread through the organization, but it is not clear that they are aware of each other, talk to each other, learn and support each other.

Emilio: You are right. I have a  colleague doing a training. She decided to work with Unitar. She is thrilled with the experience. Then she started talking about her very different needs and experiences. From what she tells me I would not be inclined to use that model. I would have to have something different.  It is hard at the end of the day to come up with a corporate, very well coordinated approach to this elearning, to cultivate that knowledge among all of FAO’s staff, or at least expand it as much as possible.

But you are right, the result is we don’t leverage, learn from each other, from a very valuable experience a colleague is having and have to go through painful process of learning myself.

Cheryl, how about you? What is your advice?

Cheryl: Don’t aim for the moon in your beta test. Aim to learn. As Emilio mentioned, only 41% of those who registered for the course actually completed it. But 100% of those who completed  it said they would recommend it to their colleagues. Learning happened, and more learning will happen the next time around because Emilio and his team are observant, open to learning, and patient with themselves and the process.

Make sure you bring together a good team of people who can cover all the bases that need to be covered when converting a F2F training into an elearning offering. Don’t expect that any one person is going to be your subject matter expert, instructional designer, programmer, learning strategist, platform troubleshooter and project manager all in one. Ultimately, a team of six people contributed to this conversion, none of us working on it full time, but all of us contributing expertise in a particular area. Make sure that someone on the team takes responsibility for organizing the work and keeping your timeline on track. And avoid the temptation to outsource everything because you’ll miss the opportunity to learn how to do it yourself. Emilio’s probably not ready to develop his next course entirely in-house, but he and Milica have built the capacity to maintain and adapt the courses that now exist.

Speaking of adaptation, one last piece of advice is to take advantage of the opportunities that elearning provides to monitor how participants are learning as they are learning and make adjustments to the course design as you go along. Emilio mentioned earlier that the feedback he received in the office hours helped him adjust the course materials, but our analysis of the quiz, final exam and evaluation results also helped us identify which concepts could be better explained, and which objectives could be better supported. We monitored how, when and where learners engaged (and did not engage) and this is helping Emilio to improve his next offering of the course. For example, we learned that participants who did not complete the course tended to follow one of two patterns: approximately one-third logged in only once or twice and did not finish even the first module; the other two-thirds participated fairly regularly and completed module 2, but then dropped out. With this information, and with feedback from participants who completed the course, Emilio is revising the design of the Module 2 group work, and he and Milica are planning to follow up more quickly with inactive participants during the first module of the course to identify if there are any barriers to participation that they might help learners address.

Here’s mine (Nancy)…

I’m really glad the decision was made to have a beta test which helps us sharpen the content, process, assessment and technology. The example of understanding how the exam was graded shows that there are always technical things to learn, and the careful attention to assessment as it relates to learning objectives helped us learn a lot.

We learned some things about the process of having a marketing partner, the importance of lead time and a very real need to  do some pre-course orientation for the learners about the technology and course expectations. We have talked about developing some short videos and having a short “week 0” prior to the actual start of the course to ensure the tech is working for learners before we dive so quickly into content and community building.

We need to get the participation rate higher because I’m convinced that is key to successful completion – look at the people who participated in the office hours — they stayed engaged and completed! I think this starts with a clearer ramp up and explicit expectations (including pre-course communications), regular emails during the course and refinement of our pre-course learner survey that would help the facilitator understand the learners a bit before the course.

That said, there were SO many things to pay attention to, it was easy to spend less time on the social aspects of learning: initial engagement with the learners, building a learning community (which is difficult in three weeks and limited expectation of learner hours), and helping learners contextualize the content to their contexts. I had warned Emilio beforehand that facilitating online learning is a bit different than teaching face to face. The learning management system delivers a lot of the content. The real role is connecting learners to the content and to each other.  

Thanks to Emilio, Cheryl, FAO and MEDA for supporting these four blog reflections!