Rural spring landscape with dirt road

You just finished your exciting learning workshop, the walls are plastered with carefully completed templates, there is a stack of A3 sheets from group work, a pile of cards that captured individual reflections to salient questions, e-templates were filled in. Learning was captured, key messages identified, ideas prioritized. Lots of learning and exchange filled the hours of the workshop, the artefacts demonstrate this and they are in your hands…

The question now is, what can you do with it? Read more

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.

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.

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?

When Conferences focus on plenary speakers and traditional panel sessions these days, some of us might feel that our experience could be better if we wait until they are available on YouTube. Any ticks or flubs are edited out, and the video camera inevitably has a better seat and vantage point than we do in the audience. And you know exactly how long each intervention will be -and we can pause, repeat or even skip those that are not quite what we’re looking for (of course we need to be open to surprises too).

But when Conferences have exciting peer learning and interactivity built in, then no longer are you are just one person watching a string of speeches from a relatively uncomfortable chair, knowing that you are shoulder to shoulder with probably some of the most interesting people in the world in your field – although due to this format there’s no way to know it. What if you were a part of the Conference? Or even, you were the Conference!

Running World Cafe’s, Open Space Technology Sessions, Peer Assists and Carousel Discussions, and Fishbowls are some of the activities we recently ran at a large conference of some 16,000 people. Those took facilitation. However, there are lots of things you can do that don’t take that kind of support and still build up the peer-learning opportunities at a large-scale event.

So, what are some of the ways that big events help feature and build its participants into the Conference?

What if you ask people to pick a button that somehow illustrates how they are feeling at the moment?

Not only is that a conversation starter amongst participants wearing them, but imagine that the button dispensers are tubes that create a physical bar graph of how the whole body of participants (or at least those taking the cool buttons, which seemed to be everyone) feels?

What if there is a tablet built into the wall where particpiants can take a photo of themselves and write on a message about a commitment they will make?

and then use the images to make a wall of these…

What about a simple graffiti wall and lots of coloured chalk?

Or if there are a number of different thematic streams to the conference, what about producing different colour ribbons for each and letting people choose and wear them around their wrists or bags, so that in the thousands of participants, you might more easily bump into and recognize someone who is interested in the same theme as you are?

And then how can you know if you can actually speak that person’s language at a large international event? What about language buttons that people can choose and display on their lanyards (we wrote about doing this at a conference of 8000 people – very popular initiative to support communication, and be surprised at what languages people speak – How to Start Conversations Among 8,000 people.)

What interesting interactive elements have you seen at Conferences that use their fascinating participants as a part of the overall learning experience?

(Warning, this is a long blog post and rather detailed in terms of design thinking for Training Trainers. If you are a ToT organizer or trainer/facilitator it might be useful. If not, then you will want to check your Dilbert RSS feed right now.)

There seem to be cycles in our learning work and we seem to be in a “training” cycle now – with several ongoing projects to help groups create learning environments for themselves and others. I am not as fond of the word “training” as “learning“, for me the former seems to come from the perspective of the provider, with the latter from the perspective of the user of the knowledge or information. From a design perspective, I find more inspiration when I can put myself in the knowledge user or learner’s shoes. I know that for the learner a Training of Trainers (ToT)  exercise is a step with a group into the unknown…

There are many ways to create ToT environments and we also know that a great deal of the work that a new trainer (or learning facilitator) needs to do is individual. (See my blog post on “Training-of-Trainers from the Trainee’s Point of View“.) And if much of the work is about individual assimilation of content and methods for creating that learning environment for participants, then the ToT design should feature lots of guided individual and group learning spaces.

Many of the ToT designs that I see follow a set sequence:

  • an overview of the workshop that is being shared, with rationale, and partners behind it;
  • an introduction to the group of Trainers (trainees in the ToT) and their experience and motivations;
  • an expanded set of sessions that follow the workshop outline – each with a demo of the content by a content expert and then Q&A;
  • a session on adaptation to the local context with a discussion, group work and individual action planning;
  • a run through of the workshop with the new Trainers on delivery (the whole or parts of it).

This is a logical sequence and I have used it or something like it myself, sometimes with a full demo up front so the new trainers can experience it as participants, followed by the deconstruction of the workshop to go through the content and exercises that would be delivered when the trainers are back home.

I am currently thinking about how to do this a little differently these days, to make it more learner centred, and to draw upon some of the interesting “camp” designs that have featured in other sectors for peer learning. This interests me more as I come to the realisation that so much of the “translation” work for new trainers (moving from reading the Trainers Manual to them standing up and delivering it) is individual and can look very different trainer to trainer.

What if you combined ideas from the family of non-traditional events such as Bar Camps,  Foo Camps, Unconferences, and the inspiration for these – Open Space Technology – for a ToT, to come up with a Training Camp?

What might this look like? Here is a possible design for a 3-day Training Camp…

Training Camp Day 1:

  • You could start similarly to the more traditional ToT, just to put people at ease, and to provide context to Trainees, and to give some of the background that is needed to work together (why are we doing this? who we are? what we are bringing to the discussion). Then do an initial slow Walk Through of the base workshop (the one everyone is learning.) Expect everyone’s eyes to glaze over at some point.
  • Then you might give the Trainers 30 minutes or so of Individual Work to look through the Trainer’s Manual again (let’s assume that you were able to send the manual in advance and they didn’t want until that morning at breakfast to read through it) and highlight some things they would like to explore further. You might make them a simple Job Aid/worksheet to capture questions/types of questions that would help them frame the kind of sessions they would like to have to learn to use the information in the manual;
  • This could be followed by an hour of Pairs Work to talk through some of their questions to weed out any easy ones (this could even be a Pairs Walk if you are in a beautiful location and people’s curiosity is already getting the better of them). This could be followed by a Plenary Exchange of what kinds of things people are identifying for more focused work.
  • Finally, you could open up the Training Camp space, and ask people either individually or in Pairs/Trios to propose learning sessions that they would like to host that afternoon, and schedule those using a simple matrix of time and space, as you would for setting up an Open Space Technology session (See photo for set up). The kinds of things people might want to discuss could include specific activities in the workshop design, content pieces they want to understand better, strategies for getting their participants attention, ideas for daily check-ins, how to identify and involve local content experts. Each session should have an output –  a set of tips, a checklist, a guidance note, or some key steps to follow, etc. – which could be captured on flipcharts and/or electronically and shared with the rest of the trainers, and put into the Trainers Guide (for the future). 
  • Then the scheduled Training Camp session would run itself for the rest of the afternoon. At the end, you could have an individual  reflective time where the trainers could make some notes for themselves on what they learned and what they want to remember. I am a fan of worksheets and job aids with good prompting questions, and I can imagine something like this to both complement the Camp sessions, and also to use at the end of the day.

Training Camp Day 2:

  • You could start the second day with a Table Discussion and Exchange of what people learned from the sessions on the first day (they could share their flipchart artifacts). What were some of the things that they learned that they thought were most useful for their own delivery of the training course under consideration? Take some of the most useful things from the table discussion into a Plenary Collection.
  • At this point it would be interesting to do some Pattern Spotting, and let people generate some of the things in terms of delivery that they think they would like to work on further with the content experts attending. This could be collected on cards, clustered and the grouped into Tutorial Sessions with those content experts. These could then be run in parallel, but have an open format where people can go where they want and ask the content experts questions on a self-service basis, and once satisfied go somewhere else. If there are big questions that everyone shares, then this can be done in plenary.
  • In the afternoon, hold a session on Adaptation. You can give the trainers an hour to think specifically about what it will take to contextualise the workshop to their local context (the trainers may be from different sectors, countries, organizations etc.) They could do it individually or in groups from the same country/organization. Again a worksheet with some prompting questions can help people think about what they can do about identifying local content experts who might speak at their workshops, how they might want to adapt the timing to different workday rhythms in their country, what stories or cases studies they might want to use or identify to replace those already in the workshop to make it more relevant to their learners, etc.
  • For the next 2 hours of the afternoon set up the Training Camp space again, with three parallel sessions organized in 3 rounds of 45 min each this time.  Invite people to host conversations about adaptation – not everyone needs to host a session.
  • At the end of the day, ask people to find a partner and then to identify a piece of the workshop that they would like to co-facilitate on Day 3 for feedback. For this, take an agenda, blow it up to A3, and make slips from the sessions of about equal delivery size (say 30 minutes) that are either presentations that the Trainers would make, activities they would facilitate or discussions they would run. Put all the options on the slips of paper out on the table and invite Pairs to take one and prepare to run that session in the morning. (See photo above)
  • Give the Pairs the rest of the afternoon to work on their design and delivery preparation for their session. Have the content experts hold Office Hours (in the same room), where the pairs can come to find them if they have questions during their preparation. Let people go wherever they want to prepare. Create a materials table where they can find any supports they need, along with flipcharts, computers for PPT etc. While they are doing their planning, make a schedule of the sessions following the chronology of the base workshop.

Training Camp Day 3:

  • Start Day 3 with 30 minutes of free time for people to finalise their preparation for the sessions if they need it, or to practice.
  • Then bring people’s attention to the schedule of the day, and how it maps over onto the whole base workshop schedule. To do this you could make a large flipchart schedule of the base workshop, and highlight the sessions that will be demonstrated (use numbers for easy referral). Not all the sessions will be covered, as in one day there will not be time, so you (the ToT Trainer) will play the role of curator, and make the necessary segue ways where there are gaps. Ask the trainers to do this in their sessions too.  
  • Before you start the demo, give people a way to take some notes which they can use to provide feedback on each session. This could be done as a handout, with each session (named and numbered) and a space to write in feedback. But I think it would be interesting to give people index cards and ask people to take notes on those for each session (during and/or immediately afterwards). (See photo above) That way at the end you can collect the cards for each Pair and simply give them the cards to go through individually.
  • Start the demonstration. After each Pair runs their session with the group, take a few minutes for people to write down their feedback, what worked and what the Pair might consider doing differently next time. This appreciative frame will help make sure people are constructive in their comments. Either have them fill and hand in the cards with a few oral plenary reflections, or have people fill in their comments matrix and take a few reflections. Either way make sure to get some feedback for the Pair, and encourage people to take any notes for themselves as well. Also use that time to make points yourself (as the ToT trainer) about that particular part of the programme.
  • In the last hours of the day, hold a session where people individually or in groups will make a Next Actions list for themselves – what will they do when they get home? What is left to do to take the workshop from the Manual to their first live delivery of the materials with a group of learners? Again you can give them an action planning framework to fill in for the steps they want to take (I warned you I was big on worksheets and job aids!)
  • Close with some brainstorming on what the organizers and the ToT Trainees think would help them succeed – what could the group consider putting into place that would make it easier to share their learning, to continue the peer learning, to share any innovations or tweaks that the individual trainers may identify?  This is a perfect social media opportunity! Make some agreements on how to make this a reality.
  • Clap, make noise, have a party!

So, three days may be a bit of a push for this, but possible – if you have 20 ToT Learners, and only a 3-day slot. No matter how long it is, a Trainer who is going through a ToT exercise with a group of other trainers, needs to have a set of tools, a map of what they are learning, and people they can count on to help them when they get lost or need support or inspiration. The metaphor of a Camp, and the open space, with the individualised and group learning that it provides, may be just the model for helping Trainers find their way with a new workshop or process.

You go into a Library, you take down a book. You read its contents and you get some ideas, you think to yourself, and you ask a question (or a few).
What would happen if the library, and all the books in it, talked back?
It’s probably safe to say that we all belong to at least one professional network. We might go to periodic network meetings where we sit, contribute and talk to a few people. But what do we do to maximise the value (to ourselves and others) of these networks?
What if we thought of our networks as living libraries? And each member, the author of their own rich story of thoughts, reflections, learning and tips on the theme of our community?
I embroider here a bit on the story told on the first day of the start of the annual meeting of one of my own cherished networks, the Balaton Group.  A fellow Balaton Group member, Any Sulistyowati, described her perception of the group as a “Living Library”.
Whether at the face-to-face annual meeting, or virtually through the dynamic listerve discussions or other bilateral interactions, whatever question she has, idea to be developed, or reflection she wants to bounce off someone, she can go to our living library to query it, talk to one of the story-holders there, and go back and implement her learning. No matter what her question, there will be an authoritative voice or at least informed opinions ready at her request.
Now our network has some features that make this particularly true; we have built wonderful trusting relations, deep respect for diversity and perspective, and the unquestioned willingness to be helpful to each other. That is by design, and we are bound together, quite literally, through these shared values.
This group, in particular, is full of people with amazing stories, every one a page turner. 
Do you have a living library?

Full disclosure: I ran a workshop at the  International Association of Facilitators Europe Conference a little while ago on Facilitation and Web-based Tools. It went well, and the participating facilitators were enthusiastic users and happy to share. We did a quick mass collection of what and how people were using different tools – I diligently took down the flipcharts and promised to send out the results.

Well, in an office clean today I found those flipcharts, buried in a stack of papers. Hmmm, to keep my promise, I thought I would share the results. If any of you who attended read this post – I will apologize profusely and sincerely hope that “Better Late Than Never” is actually true. A sheep seemed to be the best picture I could use for this blog post.

So here they are, a list of tools that this group of facilitators reported using (I have checked, added some notes, and updated them where necessary). Some of these are obvious and some a little less so, in any case it is an interesting snapshot of what web-based tools are in a facilitator’s online toolkit:

YouTube

  • Creating and posting video clips to be played in face-to-face events or a WebEx event when participants/speakers cannot attend live, or to save costs or carbon, or just for additional time-restricted content (e.g. you need an on target 5 min clip and not a speaker who will go over by 10 min);
  • Using video clips as an information and learning source for facilitation (“Facilitation” has 2,970 YouTube video clips available today);
  • Uploading videos of you in action for promotion of your facilitation work (and to answer the “What is Faciliation?” question as you would answer it);
  • Uploading videos of your work for funders as a part of evaluation or reporting process;
  • Uploading video for participants of projects and events in addition to or replacement of a written document (as in a final “video report”).

Blogs (e.g. WordPress or Blogger)

  • Sharing written blog updates relating to facilitation work and linking them to your company or institutional website as information about your work;
  • Blogging for knowledge sharing on facilitation;
  • Setting up a new blog to support a particular training or facilitated event (I also like http://www.posterous.com/ for this, as it is very easy to use it in sessions to share group work and keep real time track of products created, mainly because posting is done by email);
  • Creating an internal blog for a group of facilitators- for in-team learning, requests for help and challenging management decisions (sic);
  • As a place to connect to and share web-based facilitation resources (e.g. you could set up a blog to aggregate other blogs and online resources on facilitation, or you could simply connect up to relevant blogs through a dashboard, a reader, or using something like Delicious (one of a number of social bookmarking sites – Note: Delicious is owned by Yahoo and might be closing, so do some research if you want a good social bookmarking site – I personally just switched my Delicious links to Evernote). 

Ning

  • Setting up one to support specific training or facilitated events, for posting updates for a distributed community during an event, and community development more generally before and after a facilitated event;
  • A place to facilitate or join topical discussions related to any theme (there are 65 nings that are tagged with Facilitation);
  • As a support platform for building new organizations or networks (Note: This used to be free, and is now a pay platform).

Wikis

  • Creating an internal wiki in an organization to collect and record learning (such as pbworks);
  • Using other wikis as an information source and for sharing on things like games – such as the gaming wiki  WoWWiki to understand everything from “chat” to “bloodcurse” about how the game works (you might wonder about using World of Warcraft for learning – try a 30-day trial and see what you think – I enjoyed exploring it for examples of negotiation, teamwork, collaboration etc.) (Anyways, another facilitator put this down as being useful for him, so you don’t have to take my word for it 🙂

LinkedIn

  • Useful for promotion and business for facilitators (I have now had a number of requests come through LinkedIn and not email initially);
  • Helping to manage professional links – especially people who work with many different teams and organizations;
  • There are many functions for networking (e.g. slideshare, events, etc.);
  • As a place to tap into ongoing discussions through LinkedIn Groups – today in the Groups Directory there are 219 Groups that deal somehow with Facilitation and 8,280 with Learning. 

Twitter and Twitter-like tools

  • Can be used to generate energy around a project (keep people posted, update on activities, achievements, learning etc.);
  • A place to talk facilitation business with other facilitators (“Follow” other Facilitators – and see who they are following to find others);
  • To identify communities through hashtags (such as #Facilitation, #AppreciativeInquiry and #Learning and anything else you care to find);
  • Useful as a way to gather customer appreciation (what are people tweeting about your facilitation work?)
  • Using Yammer  (a private Twitter-like tool) internally in an organization to keep track of people and their work, ideas, etc.;
  • Using Backnoise in events for more audience participation.

Facebook

  • Maintaining “social” work contacts;
  • Using the Events (+CreateAnEvent) function for announcements and promotion of your facilitation work;
  • Starting a business page for your facilitation work (to inter alia “Invite your friends”, “Tell your fans”, “Post status updates” etc.)

Second Life (This dates us a little)

  • Useful for dialogue and storytelling practice;
  • Keeping in touch with the virtual world technologies;
  • Useful as an alternative to conference calls, to make them more interactive.

Others

  • http://www.doodle.com/ for meeting time planning and invitations (MeetingWizard is another);
  • Basecamp for project management and as a collaborative tool for teams of facilitators or facilitators and their partners;
  • Personal Brain (http://www.thebrain.com/) – Useful to develop self-managed learning applications or even as support for group mind mapping, brainstorming, and more;
  • WebEx and DimDim– video conferencing for facilitation and training;
  • Campaign monitor – for email marketing campaigns;
  • Zoomerang and Surveymonkey – free places to create and run surveys and questionnaires – useful for both demand articulation/needs assessment as well as post-workshop evaluation/feedback.
  • To this list I would add Evernote to keep track of the photos of flipcharts that I take, and I attach any other job aids I produce, I also have an image of all the visual facilitation icones that are standards that I might want to include on a flipchart, this is in addition to all my online links which have become a valuable on-demand resource for me (as mentioned above)

I think this list is interesting as a snapshot of what and how Facilitators are using web-based tools in their facilitation work, as well as a way to acknowledge that we all are using new media today in so many different ways. (Please feel free to add to the above!) I’ll bet you are using something in each category above – before you read through this list did you realise how many online instruments were on your facilitator’s dashboard?

Oh, and next time I hold a workshop at an IAF conference, I won’t wait so long to report back (she said sheepishly).

I arrived at the Chicago workshop about 5 minutes late and was horrified to see all the participants in their seats looking at the trainer/facilitator who was in mid-sentence describing the objectives of the day. He didn’t even pause as he said “gruetzi” to me (“hello” in Swiss German), to which I quickly replied “bonjour” (I don’t speak Swiss German), and tried to quietly sneak to the only remaining seat in the room, which of course was at the first table. I grimaced as I walked in front of him to take that seat. He never broke his opening patter, but for that first word of welcome, and didn’t address me directly again as he informed the participants that I didn’t know that I was the first game for the day.

Take out a piece of paper, he said, and write down three things you know about this Mystery Person (the group had already met for several days previously, and I was only joining on the fourth day). Including, he added, how you pronounce her name (I had just written it on a sticky name tag) with a hard “G” or a soft “G”. The winner, he announced, wins a BMW.

People took out paper, and peered quizzically at me. After literally 30 seconds of reflection he asked for everyone to share one of their guesses. I was to answer yes or no as they postulated about me based on the little bit of data that they had collected in that 2 minutes since I walked through the door. What do we know about our Mystery Guest, he asked, and people started…  I disliked being late. I wasn’t good with directions. I spoke another language. I had a job where I worked in front of people. I had travelled by plane to get there. And on and on. It was simply amazing how many things people could discern or infer from so little input in such a short amount of time.

At the end, he asked me to say a few words about myself. At that point, my introduction to the group was alarmingly short as I built on the many uncanny, correct guesses of my fellow participants. At the end, he asked people to  count up their “points” at which moment there was a flurry of quick questions. He said “congratulations!”, without being too concerned about who actually had the most points, and welcomed me as a newcomer into the Thiagi Interactive Techniques Certification Workshop.

* * *

What a wonderful way to be warmly integrated into a formed and familiar group, what an interesting way to involve everyone in this introduction process. What an excellent way to reinforce the fact that your participants know much more than you probably give them credit for (or can figure out for themselves), and that you can cover a lot of ground, hitting multiple objectives (introduce a new person, integrate him/her, play a game with some learning points like these, get people’s attention and wake them up at 08:00 on a Thursday) in only 5 well-used minutes.

This is the work of Thiagi (Sivasailam Thiagarajan), who holds the title of Resident Mad Scientist at the Thiagi Group. With its Indiana USA origins (starting “in a basement” some 30 years ago), this group is building an increasingly global network of games enthusiasts and Thiagi Certified Facilitators (like me!) who use these kinds of interactive techniques as a basis for engaging people in our facilitation and training work. And in that short introduction to our Certification day, Thiagi helped us see that not only are we people who design and run games for learning, we can be games too. There are no boundaries! How different might daily life be, how much more might we notice or learn, how much more fun might we have, if we knew that we could make a game of literally anything?

I just finished co-facilitating a week-long leadership training course with LEAD’s Edward Kellow. Systems Thinking was one of the cross-cutting skills components, which started with an introduction on Day 1 (introduction and drawing Behaviour Over Time Graphs), and then on Day 2 we got into reading and drawing Causal Loop Diagrams. Both were entirely based on a case study which we would be exploring and visiting later that week – in this case the London 2012 Olympics and its sustainability legacy (See Towards a One Planet Olympics). I had introduced systems thinking in the previous year’s LEAD programme – See a previous blog post about: How to Go From 120 PPt slides to 2! I think this year’s approach to spread it throughout the week’s curriculum was even better. ) This game helped us pick it up even at the very end.

We had worked throughout the week in so many different groups and constellations, from Digital Pairs (everyone was given an unknown  partner before the workshop to introduce to the group the first night solely from online research into their Digital Identity), to Learning Trios, Presentation Groups, Daily News Groups and LEAD Associate Project Groups. To tie this together with systems thinking, to make visible these interconnections and to celebrate this work, I designed a new game for the closing, called the Flash Mob Game.

We had played the Systems Thinking Playbook Triangles Game earlier in the week (where people stand  equi-distant between two people who act as their reference points), and had explored how to spot systems around us, and to harness their inherent energies to help us meet our goals. So rhis new game was designed to play at the end to pick up those points, and to let people “close” the meeting in a fun way. Here is how the game goes:

Flash Mob Game

About this Game:
This game is perfect at the end of a longer workshop, or at least one that has given participants an opportunity to work in a number of different kinds of groups. It is an interesting way to make visible the  invisible connections that people have made over the course of the workshop. It also shows how something that from the outside seems chaotic, actually has a number of complex inter-relationships that only become obvious when needed, and over time (at least over the time of this game). Like a Flash Mob, the minute before and the minute after their inter-relationship becomes apparent, this seems like a normal crowd of unconnected and unrelated people.

Time Needed:
10-12 minutes

Space Needed:
An open space big enough for people to walk around in without bumping into things (can be inside or outside, we went outside).

Number of People:
From 15 to 50.

Equipment and Materials:
A bell or whistle (I prefer the softer sound of the bell).

Steps of Play:

  1. Ask participants to move to the open area to brief the game.
  2. Briefing: Tell people that they will be walking around on their own in the open area, and periodically stopping on your signal. They can walk anywhere they want and should keep moving without bumping into anyone (or anything!) While they are walking they should remain silent. Upon your signal (bell or whistle), they will stop, listen, and follow your instructions. When they hear the bell, they will start walking silently again.
  3. Ring your bell and ask people to start walking.
  4. Let them walk around for a minute, gently remind them not to speak if needed. Watch the group, this random milling around is somehow very beautiful.
  5. After a minute, ring the bell, and say the following, “Please go find your Digital Partner (pick a group in which they worked that week), say ‘Goodbye’ and tell them how much you enjoyed working with them this week.”
  6. All of a sudden people will go from a random place into a small group and start to talk. Give them a minute to say their goodbyes and a few words, and then ring the bell again. At this point they melt back into a meandering crowd, and start to walk again. Again wait a minute, and then ring your bell. This time say, ” Please go find your Learning Trio (or Presentation Group, or Daily News Group), say ‘Goodbye’ and tell them how much you enjoyed working with them this week.”
  7. I use the chronology of the workshop to call the groups, it just so happened that they started as Pairs, went to Trios, and then larger and larger groups. For the final group, I asked people to find their LEAD Associate Project Group, which was a newly formed group that would last for the duration of the 3-module programme. This time I told them to, “Find your LAP Group, say ‘Goodbye for now’ and tell them how much you are looking forward to working with them in the future”. Note: If you do not have any group or activity that continues after your workshop, you could say “Find all your fellow workshop participants, say ‘Goodbye for now’ and tell them how much you are looking forward to keeping in touch with them in the future”.
  8. After the final Goodbye, ring the bell and let the crowd start to walk again. After a few seconds, end the game and stop for a few words of debriefing.
  9. Debriefing: If this is at the end of the workshop, you might use it to reinforce some of the systems messages with a statement or observation about how if people outside could see the crowd walking they would never know what kind of interconnections there were in this group, what they have done and what they can do together. If it is earlier in the programme you can ask people to notice the different action at different time frames (random movement and purposeful groups). It is interesting to see how what might look like a number of interconnected people (things, ideas, etc.) might actually be connected in surprising, and potentially useful ways which you can understand if you observe the system carefully over time.

Variations
You could probably adapt this game to a mid-session time frame, or earlier in the workshop if you can identify different interconnections and inter-relationships between people and are sure that they are also aware of them. For example after introductions on Day 1, you could call it the Hello Flash Mob and ask people to find others who work in their sector, who come from the same country/town, etc. and say ‘Hello’ and tell them how nice it is to meet them. This would also help visualise a “crowd” self-organise and then melt into a crowd again. At the end of this version, you could ask them to find the people who are happy to be here, say ‘Hello” and tell them how much you are looking forward to working together this week/day/etc. I would still end with a bell and letting them walk away again. Then stop and debrief the game (as above).

Make sure you test it yourself, we just played it for the first time yesterday (and it worked beautifully)!

Just for fun, here are some of my favorite Flash Mob Videos: Central Station Antwerp, Grand Central Station New York

and Liverpool Street Station in London:

I leave tomorrow for a week of TEDTalks (Ideas Worth Spreading) at the upcoming TEDGlobal conference in Oxford. The theme this year is perfect as far as I am concerned – “And Now the Good News”.

The speaker roster is also exciting, TED is known by its slogan, “Riveting talks by remarkable people”.  At this TEDGlobal there are even a couple of people speaking that I have written about in the past, such as Tim Jackson (Changing Social Logic: Learning for Fitting In) and Sugata Mitra (Apparently children can teach themselves anything – can we do that too?)

I’ll also attend TEDUniversity on Monday where audience members can take the stage in shorter presentations. The audience of 700 that attend have applied to go (my application took me 5 hours to write!) and by their profiles, look to represent an eclectic cross section of the Technology, Environment and Design communities (and more) that make up TED. I will let you know which speakers I found the most inspirational, they will no doubt quickly appear on the TED Talks list, and look forward to my experience becoming a TEDster!

We just completed a very interesting workshop where 110 stakeholders were involved in giving feedback to 15 speakers (project proponents and authors of 11 Chapters of an ambitious global Reporting project) in 1.5 days. How we did that is a completely different blog post! (We did use Pecha Kuchas to give the Chapter overviews, which overall worked well – participants appreciated them very much for their economy of words and time, and some speakers were rather challenged to get all their information, diagrams and graphs into the 20 slide x 20 second format.)

Our very large participant group was made up of experts, advocates, authors, and partners, all with a valuable perspective to share, both on the process and the content areas addressed in the Report. With so many speakers and items on the agenda we needed to design in as many opportunities to hear from the participants as possible, as getting their feedback on the Report was one of the main goals of the workshop.

With so many amazing people, we needed to optimise their inputs and flatten out any potential power hierarchies that might be inadvertently created by a speaker/participant, teacher/learner lecture format (e.g. someone speaking and many people listening and then asking questions). We used many different ways of capturing inputs and ideas from people after our Pecha Kuchas, many starting with table-level work so that many people could speak simultaneously.

But back to the very beginning… After our workshop opening on Day 1, we took the first 10 minutes at the tables for people seated together to introduce themselves. They shared their names, organizations and insight on their involvement in the Reporting process so far. That provided a good sense of the resources available in close proximity.

Then we used a group mapping technique that would help demonstrate and visualise, for all of us, the collective knowledge and expertise in the room. First we asked people to stand up when I called their sector – I asked people working for government to stand up, for those from NGOs, business, the UN, etc. to stand – this gave us the sector balance in the room. Then I asked for people to stand who had already worked on the Report as an author or writer – that gave us the people who have been most intimately involved – our process experts. I asked who had read one or more Chapters – that gave us the people who had been involved in any kind of review (formal or informal). We noticed that for each of those categories called, the experts were in fact seated at all the different tables in the room – no longer were all the “experts” at the front of the room.

Finally, we asked for people at their tables to add up quickly all the months that individuals had been involved in the Report process, and all the years of content expertise they had. They wrote this up on a prepared flip chart near their tables, and then we had them quickly report their numbers table-by-table in plenary.

When we added this up we had 625 months (or 52 years) of process involvement in working on this Report (which had officially started in 2008), and 811 years of content expertise! With all this experience in the room, we were ready to go!

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

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

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

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

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

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

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

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

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

Finding efficiencies and economies of scale

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

Democratising the learning process and creating on-demand resources

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

Promoting knowledge retention and exchange

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

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

Creating Social Learning Opportunities

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

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

We are here at the Society for Organizational Learning’s Annual Conference in Boston and will be writing a bit this week about what we are learning.

Yesterday I had David Isaacs, one of the founders of the World Cafe, sign a copy of “The Art of Powerful Questions: Catalyzing Insight, Innovation and Action” and we have noticed that in this community asking powerful questions (rather than the answers) often gets the most applause in the plenaries. In fact, there seems to be no particular expectations on the part of SoL members to answer all the questions – they celebrate the good ones. Here are some of the good ones Lizzie and I heard yesterday during a panel called “Purpose Beyond Profit”:

  • What if educators had the same attitude that car manufacturers in Europe have, that they “owned” their students for life. How would they educate differently?

This question was inspired by Peter Senge’s comment about how EU regulations are requiring European automobile manufacturers to take back cars that they build, so they build them differently. After students leave educators’ classrooms they then become parts of educators’ communities – they might leave their seat at the front of the classroom, but they never leave their life.

  • What is the current US Administration’s analogy of putting a man on the moon?

When Kennedy came into office, he dreamt of a man on the moon in 10 years and set this as a challenge to his scientists. 8 years and 2 months later, there was a man on the moon. At the time, the average age in the NASA control room was 26 (meaning they were on average 18 years old when the challenge was put forward). What will be Obama’s man on the moon? And what and how can we learn about best tapping into today’s 18 year olds to make this dream come true?

  • What is in our system that we don’t know the long term effects of yet?

This was a great question asked by Darcy Winslow, founder of Designs for a Sustainable World Consulting with over 20 years experience working at Nike. Her presentation inspired a question from the audience:

  • When businesses cut costs are they really cutting them – or are they just moving them into customers or into the community?

When taking a systems viewpoint, cost-cutting exercises take on a whole new meaning. The archtype called “Shifting the Burden” comes into mind. A similar question can be asked by institutions and project teams.

These questions provoke many lively conversations and ideas which connected people and their experiences and really demonstrated how asking great questions can add energy to a process, help people think differently, and get things moving.


Vance Stevens, of the Petroleum Institute (Abu Dhabi) and founder of Webheads in 1998, gave a two hour Un-Workshop this morning at our Arab Region New Learning for Sustainable Development Workshop that he titled F.U.N. * Fair: Computer Mediated Communications Tools for Distributed Social Learning Networks. This was a face-to-face un-workshop, a veritable souk of activity, connectivity and interaction both in our training room at the Library of Alexandria, where we are now in Egypt, and with his online colleagues from Barcelona, the West Coast of the US, and so on, who joined us in Second Life, on skype and on worldbridges.net.

The Un-workshop had an open door policy, people were popping in and out. Laptops and terminals all on different pages, the clattering of keypads, exploring and trying out the URLs that Vance was introducing to us, talking us through, answering ten questions simultaneously. There were plenty of technical challenges, and at the same time lots of patient people who were excited by the possibilities, mystified by Second Life (one Egyptian participant said it should be called “Second Wife” instead), and eagerly starting their journey in the technology-mediated environment. It was great to have Vance as a guide. What you can learn from seeing it, trying it, and being able to query it in real time is so valuable, plus his enthusiasm is catching. You could tell that we weren’t the only ones having F.U.N.*

* Frivilous Unanticipated Nonsense

This title might sound like the start of a self-help entry, and in some ways it is. We have written a few blog posts in the past about seeing information as flow (rather than a stock). These posts included How is Information Like Electricity or Water? and Knowledge Has Changed: 6 Big Ideas from George Siemens. And we have even tried to experiment with this notion in our own lives, for example in our office, which we wrote about in the blog post No Trees Were Harmed Setting Up This Office. However, when you come right down to it, people just want to keep things, bits of information, papers, books. No doubt there is some deep psychological reason for this (did my family move around alot when I was a child?) or maybe I just don’t have enough time to read all these things in the first place (so I imagine that I will have more time later?)

I have been active recently on a new community social networking tool called a ning. One in particular is devoted to informal learning, run by Jay Cross, called the Internet Time Community. On that site, the community of 90 members (this number has tripled, it was only 30 last week) discusses community building, blogging, PLEs (personal learning environments), and more, all at the same time. Here is where I found something that helped me take another step in letting go of paper. I shared with this community my urge to print things (I had just started a physical folder of interesting articles on web 2.0 and somehow it seemed very anachronistic) and asked them for some advice.

Several members of the community answered this question. Here is what Jay Cross (author of Informal Learning) said: “Try using Del.icio.us or Magnolia. When you see something you like, click and you have a breadcrumb back to that item. You can tag it for retrieval by any terms you want. And you can even see who else has tagged the same thing. “

So I just spent the last hour setting myself up on Del.icio.us and I must say, it’s satisfying to go back through those many emails I sent myself with URLs to useful sites and documents. I was able to annotate them, and tag them for future reference. I won’t lose them and I won’t print them. And it feels good knowing that they are there – just like those community members in the ning; they helped me take one more small step towards letting go…

Why do people sometimes find learning so frightening?

Even me – last weekend I was offered the opportunity to organize a 4-day meeting of senior scientists, systems thinkers and sustainability practitioners on the topic of climate change and behaviour change. My response – no way! I have worked in the sustainable development field for over 20 years now, but I have never worked directly on the climate issue and am certainly not a SME (subject matter expert) in that complex field – I work in capacity development and learning.

Then I thought more about this – what was it about the meeting that caused me to react like that? In retrospect, it was probably being acutely aware of the enormous body of knowledge that already exists, the proliferation of different opinions about what to do about it, and a bit of fear about providing a quality event to a very high calibre audience. Overall it represented to me a very steep learning curve and a great sense of responsibility. How many other people react like this to a) big learning generally and b) the climate issue in particular?

I fortunately got to sleep on it, and the next morning I reframed this for myself. I need to learn more about this issue (as do some other 6 billion people on the planet), so I needed to embrace this opportunity to work on the climate issue. I needed to put myself in the way of learning – to jump in front of the bus, so to speak – not sit there on the sidewalk and watch it go by because it is going too fast, is too big, and seems unstoppable.

I found this analogy useful to give me the energy to take on this challenge. However, my friend Valdis, who works in climate change policy for one of the Baltic governments, usefully pointed out that by “jumping in front of a bus” you could get squashed. He observed that thinking about learning like that can take people from their comfort zone, through their eustress (or good stress zone) into distress. I think that was my case when I was first confronted with organizing a meeting about climate change. He suggested that instead of telling people to embrace new learning by “jumping in front of the bus”, to encourage them to push themselves or take risks in a safer way.

So I took the challenge to organize that meeting, I am going to learn alot more about climate change in the next year, and, with the help of my very knowledgeable friends, will not get squashed in front of the bus, but will do a little learning bungee jumping instead.

On Monday our organization hosted the most fantastic workshop at which 12 staff members from a major multinational bank came to our office for the day to help us think about how to best message, market, and position one of our most important institutional knowledge products. They came from completely different departments in that company, from HR to legal, and they learned with us, talked with us and thought with us over a whole day about how to increase the reach and impact of this key sustainability knowledge product.

These days we know that private sector companies have much more to offer the sustainability movement than only financial resources. They have expert knowledge and experience in identifying client interests, matching users needs with quality products, testing ideas, delivering messages, marketing services, and so on. They also have corporate social responsibility programmes and HR programmes that can help make these highly developed skills accessible to non-governmental partners.

In working with them over the day, we were delighted that their staff members engaged with us creatively and enthusiastically, and with great commitment to follow-up sharing and exchange. Calling them the private sector might be a bit of a misnomer…

Information is a Flow. Like electricity or water in your house, it is constantly available, you know where to get it, and you can turn it off or on whenever you like. You would never keep buckets and buckets of water around, all over your house, just in case you need it…

This was a thought-provoking comment by Teemu Arina at the Educa Online Conference in his presentation on Blogs as Reflective Practice.

If information flows, then why do people keep so much of it around? Why do I keep every newsletter or email that I receive, carefully filed, when the information is constantly being updated on some portal or another, changing or becoming obsolete?

Corporate learning experts carried this notion a step further with the advice that structured workplace learning should be less about giving staff the information than about giving them the skills to find it – to know where to go, whom to go to, and what to do with it when you finally get it. How might that change the way learning is approached in institutions?

How can we let go of that need to keep those buckets around us, just in case we need them?

In his plenary presentation this morning at the Educa Online Conference, George Siemens argued that knowledge has changed, here are some of his reasons (read more in his conference paper):

1. We create knowledge together
Today knowledge and knowledge products are created together, we are no longer passive consumers of knowledge created for us. BBC is starting YourNews which is inviting viewers to write their own news and share their own images on the BBC website, blurring the line between knowledge consumer and product. Zefrank’s website on cultural entertainment features a weekly show titled Fabuloso Friday which the viewers who watch the episode write the script in a wiki.

2. The distributed “we”
We collect our knowledge in our friends rather than having to keep it all in our own heads (see last blog post).

3. Complexification
Some educators take a messy information space and simplify it for learning. This is not always a very accurate depiction of reality, but people seem to favour simplicity over accuracy. Now with blogs, we can complexify things again to get closer to accuracy. In order to act we need to simplify again to a series of choices; however now we can do both the complexification for understanding and the simplification for actions ourselves, rather than having to rely on a media reporter or a journalist to do it for us.

4. Recombination and Tools
We now have an “internet of things” whereby any aspect of physical space can be exposed to the internet. The internet probably knows what colour shirt we are wearing because it had an electronic RFID tag from the shipping to the point of sales. We are also seeing the “Thumb generation” which will eventually focus on mobile devices rather than PCs for knowledge transfer and connection.

5. Fluid product to process
George Siemens likened a book to a process that has been stopped. It is frozen knowledge, and shows a state of the debate where the conversation has been stopped. He felt that this does not work well when the underlying knowledge is rapidly changing. We need instead to keep the knowledge at the process stage, rather than the product stage, so that we can continue conversations in the knowledge space. (He has just published his new book in a wiki format.) Even courses are products that freeze knowledge, we need to make our learning environments more process oriented.

6. Fostered transformation
We should not adapt too quickly or be overreactive, and make changes that bind us to one space or technology. We should continue to experiment and continue our spirit of transformation and stay in line with the nature of change.