Improvising in Oxford: techniques to change mindsets

Screenshot 2016-08-15 11.04.48

Keble College

I was back in Oxford last week staying at Keble College while attending the inaugural UK Improv for humanity event held at the Quaker Meeting House in St Giles.

Nancy White (of the KM4Dev community who’d collaborated with Mary Tyszkiewicz one of the Improv for humanity team) said it might be interesting. Trusting Nancy’s judgement, and always being on the lookout for ways to get out of my comfort zone while finding new ways to engage, I signed up.

The idea of using Improvisation in Humanitarian work is a couple of years old drawing on Applied Improvisation techniques described as:

Acting and responding in the moment without a script.

Applied improvisation uses the principles, tools, practices, skills and mind-sets developed in comedy, jazz and theatre and utilises them for non-theatrical or performance purposes.

With 62 delegates from over 20 countries it was well attended by Improvisation practitioners, many of whom were staying on for the annual meeting of the Applied Improvisation Network which followed, and humanitarian workers.  Falling into neither camp I was there to learn and assess its applicability for pro bono and consulting work.

Here’s a snapshot of the event and some of the techniques I found interesting.

opening & closing techniques

Screenshot 2016-08-15 11.13.18

Pablo Suarez leading a session

Most events of this type involve disruptive movement so people circulate and make early connections.  As an interesting twist: we all stood in small circles and said our own names as we pointed to another who then did the same. After a minute the process was reversed and we had to point at a person and say their name.  Was it useful? Yes, a different way of doing introductions.

“I am glad you are here” followed. This involved a lot of circulating, smiling and hand shaking as we all spoke those words to everyone we bumped into. This morphed into “Why I am here / What I bring to the event”; self explanatory phrases which required us to reflect and share with the person standing next to us.

Day Two saw us singing in a circle prompted by Gabe Mercado a typically engaging and enthusiastic Filipino from Manila: Gabe like everyone I’ve met in the Philippines has a great voice so “Bazimba” (the title of the chant) was delivered pitch perfect and we all joined in with both the song and accompanying body movement. Though great for an offsite event I don’t think it would suit a conference of finance professionals or lawyers.

The event closed with “I like, I wonder, I wish”. We all were gathered into a circle and asked to reflect on our takeaways. One person said, “I like working with such a diverse group” and took a step forward when doing so. Those that shared that view also moved forward. Following that we did one more “I am really glad you were here”.

facilitation techniques

Those who facilitate events are often challenged bringing the group to order and regaining the initiative. Some use a bell or tap the microphone (if there is one). When neither is available “one hand up all hands up” is particularly useful because it applies peer pressure and brings the room to order in a collaborative manner.

Keeping to time is an art. I did like Gobe’s idea of “The Time Hugger”, his description of one of his roles at the event. Every time someone overran the Time Hugger would intervene.

Debriefing

Debriefing

1>2>4>All describes a process wherein a question or topic is posed to the group. Each person reflects and then shares their thoughts with their neighbour. They then share with another pair and the 4 select the ‘best’ idea to share with all.

In a working group I attended we discussed how to enthuse and train a group of volunteers to then go and collect data and stories from the field. I was reminded of something I learned many years back (and don’t use enough) that for most impact in workshops the facilitator should break sessions into 20 minute segments. So some theory followed by practice and then reflections.

A couple of weeks back I commented on how Patrick Lambe and his colleagues at Straits Knowledge had used a case study show, tell and invite technique at their event in Singapore. Here’s the approach they used:

  1. Case outline to a common format in advance, in the conference programme
  2. Each case has a 6 min plenary pitch
  3. Three cycles of 25 min discussions on the cases at tables, in k-cafe style

A similar approach was used in Oxford based more on the Ignite Format. Each presenter had 4 minutes for 5 slides to showcase their case study.  Each participant was then free to wander and join the group they were most interested in. I lean towards Patrick’s approach with defined cycles rather than “Go where you want when you want”.

engagement techniques

Screenshot 2016-08-15 10.54.39

Yes And – the Pros

One of the techniques I previously used with my colleagues at Sparknow was Yes And. It was showcased in Oxford as a great way of shifting mindset. What I did like was the discussion around the danger of it becoming a self reinforcing scenario. If people don’t challenge constructively then its easy to go into a warm but negative spiral which in a humanitarian context can be fatal.

Screenshot 2016-08-15 10.55.13

Heroic Improvisation Model being shown by Gabe

Mary’s case study focused on the Heroic Improvisation Model she’d developed following a humanitarian crisis in the Philippines.  Heroic Improv recognises that most people are heroes and that communities follow these patterns of behaviour – it’s where community resilience occurs.

I see its potential business application in Disaster Recovery.

 

Pablo's throwing a frisbee in The White House

Pablo’s throwing a Frisbee in The White House

Everyone warmed to the Frisbees in the White House story provided by Pablo Suarez, from Red Cross/Red Crescent Climate Change Centre, who has championed the use of Improvisation games in Humanitarian situations.

Participatory games are emerging as one approach that can facilitate linking knowledge with action in the Climate Change arena.

Perhaps my favourite exercise was Story from a Word. Working in groups of 4-6 we were asked to create a story one word at a time. We were given a topic (Haunted House). If I said “dark” then my neighbour might answer “cobwebs” and her neighbour, “deserted”. And so on. The twist: each word could be ‘challenged’ by the rest of the group and the person who said it required to tell a true story about that word.   A variation on It’s all in a Word it is a great way of getting a team to come together and learn more about each other.

listening & noticing techniques

Of the many techniques used during the two days 1-13 soft or loud provided a fascinating insight into how we align ourselves with people of a like disposition. Dr Barbara Tint asked us to pick a number between 1-13 and then having chosen it (and not told anyone else) to behave in the manner of that number.  1= quiet and submissive. 13= noisy and assertive. Obviously the 11-13’s tended to dominate the open space (we circled and spoke to each person we met) while the 1-4’s headed for the corners.

In a longer session outside I was allocated a score of 4 and asked to give a report to my boss who was a 12. His behaviour was very assertive and mine became defensive and submissive with a failure to challenge wrong statements.  We flipped roles but kept our personas so my subordinate presented his report in a very dominant manner.  Further examples served to illustrate the importance of having a balanced team making decisions and the ease with which we assume hierarchical stereotypes.

and finally

At the end of two fun days I was struck by 3 principles that underpin Improv interventions:

  • Foundation & Safety – ensure you know what the downsides are if the intervention doesn’t work out as planned. 
  • Explanation -participants should know why they are doing or have done the intervention.
  • Debrief – should be conducted after every intervention and ask these questions:
    • What? (Happened)
    • So What? (What impact did it have?)
    • Now What? (What happens as a result?)

Having recently coached a virtual group on the use of various KM techniques and knowing what a challenge that proved I was left wondering if Improv techniques which rely so much on physical movement are capable of being transferred into a virtual environment.

CILIP’s KM quandary in Brighton

This was my first Chartered Institute of Library & Information Professionals (CILIP) annual conference though I’d previously chaired events for them on outsourcing and participated in discussions on CILIP’s future direction.  Vice Chair Karen McFarlane, a fellow BSI KM Standards Committee member asked me to speak to the Managing Information stream which for the 3rd consecutive year featured ‘leading KIM practitioners and commentators’. After speeches and masterclasses in 2016 in Amsterdam, Lisbon and London, Brighton was a nice and close change.

My first impressions on arriving at The Dome Brighton were: the size (600+ delegates); the slickness of the organisation (including the ‘hydration’ areas); and the lack of people (I counted less than 10%) with Knowledge in their title among the delegates. Cilip speechI wondered how many might turn up to mine and Andy Bent’s session in The Courtroom.

In the event the session chaired by Sandra Ward was full (I counted 100) with some familiar faces in the audience including Sian Tyrrell who, despite not having ‘knowledge’ in her title, is doing great KIM work at Royal Horticultural Society.

My last bog post Future role of the Knowledge Manager: The Knowledgeur? described what my 30 minute address would cover so I won’t dwell on that here.

poor communication = poor knowledge sharing

Following me was Andy Bent, Bolton Metropolitan Borough Council, who sparked a lot of interest with his case study of an unnamed organisation who’d fallen foul of Ofsted and received a damming report which included censure about how they shared knowledge and information in the back office and how that translated to poor decision making at board level.

Inevitably the remedy included better communication and engagement and greater ownership of the issue at board level by the appointment of an officer to ensure changes are made.

Screenshot 2016-07-19 10.57.26

Perhaps the most important observations Andy made were contained in this slide:

It made me recall the time when I was the Chairman of a business and gave my CEO explicit instructions to introduce a “no surprises’ regime. Each week I asked her to let me have a list of the key issues from the week and how they were resolved. If any were outstanding they became issues for board discussion.

Knowledge Management is dependent on good communication and engaged people. Andy’s presentation was a good reminder of how by getting it right you can turn bad news into good. The organisation in question subsequently got a great Ofsted report.

KM in a library & information environment

Does KM and KM’ers sit comfortably within CILIP? If so how is that recognised across the membership and in its charter? Is it a broad enough church to accommodate, Librarianship, Information Management and Knowledge Management or is it a case of oil and water?

Obviously the CILIP team think it all voices can be heard. The opening paragraph of the leaflet I was given before I presented said:

CILIP is committed to embracing KIM (Knowledge and Information Management) fully within its work. It is part of our challenging Action Plan 2016-2020, recently agreed following a major consultation exercise with CILIP members and other stakeholders.

And CILIP has just launched a new KIM Special Interest Group starting in 2017.

Is there a natural synergy? I can think of a number of very good KM professionals such as Sian who have a Library & Information grounding.  Indeed KM is very much dependent on good curation of knowledge assets and the maintenance of effective knowledge bases.

I struggle though to make the leap from Public Librarian, those that work in institutions that seem to be under permanent threat of closure and who are often a great community hub, to that of a Knowledge Manager (let alone that of a Chief Knowledge Officer) who is often solving a burning business issue or mitigating a business risk.

Certainly there is a difference in perception and financial reward.  Last year a prominent law firm made 2 C-Suite appointments noting:

The roles of Chief Knowledge Officer and Chief Information Officer are increasingly important to a global law firm’s success.

A quick glance at salary scales reveal that a Director of Knowledge Management will be remunerated in excess of £100k. A more junior Knowledge Management Officer is likely to be paid £60k+ and be expected to perform these tasks:

  • The Knowledge Management Officer is responsible for capturing, developing, sharing, and effectively using organisational knowledge. This role is fundamental to continuous improvement in sales excellence and bidding in order to drive an increase in the bidding success rate across …..
  • By storing and sharing information effectively (e.g. case studies, exemplar responses, previously developed value propositions) and through the production of best practice processes, templates, how to guides and checklists, the Knowledge Management Officer will help … to win work more efficiently by enabling those involved in bidding opportunities small or large to harness the experience of others.

Few of the KM jobs specify a requirement for academic qualifications in Knowledge Management but most Library roles ask for MSc in Library & Information Management and it is unlikely that the Head of Library & Information Services will be remunerated as handsomely as their KM counterparts.

Where the ‘rubber hits the road’, and the overlap between Libriaranship, Information Management and Knowledge Management is most obvious, is in the health sector. Interestingly there is a Chief Knowledge Officer of Public Health England whose remit is:

The Chief Knowledge Officer (CKO) is responsible for delivering an effective knowledge and intelligence service that covers research, statistics and know-how, to inform the practice of public health and public health improvement.

Knowledge for Healthcare can shape society, improve the wellbeing of people and save lives through the effective use of knowledge sharing which depends of the solid foundation that Library & Information Professionals bring. The use of checklists has transformed post operation mortality rates and F1 technology improved the monitoring of children’s recovery. Health informatics (and Open Data) are helping to improve global hygiene and reduce disease transmission.

accentuating the difference

The closing keynote from Lauren Smith took me by surprise.  Her tweet a good illustration of her key theme which was that Libraries (and Librarians) should be / are already political, providing a service for the good of the public.

Need to shift debate with stories and evidence to get public to see public libraries as institutions for social justice

Screenshot 2016-07-19 13.49.15

This tweet alongside from a delegate pretty much summed up what the audience heard.:

That is some way though from the mindset of the KM professional who (apart perhaps from Healthcare KM’ers) is focused on delivering business value to his / her organisation rather than providing a service for the good of mankind.

Therein lies the quandary and the challenge for peaceful and fruitful co-existence if CILIP”s future vision of being the natural Industry Body for Knowledge Management professionals as well as Librarians and Information Professionals is to be realised.

And finally

Contained in the ‘Surprises and Admiration’ Chapter of the forthcoming book I mentioned at the start we note:

… there is no recognized industry body promulgating KM setting universally agreed qualification or certification criteria that employers find acceptable for entry and advancement.

Instead global KM’ers are attracted to training programs run by private organizations in order to demonstrate knowledge through external certification. Experience is gained on the job and there have been few mentors or coaches to help a newbie KM’er take their first steps.

Engagement with the Government’s Knowledge and Information Management Group (GKIM) is to be welcomed as a first and critical step as I have long argued that Knowledge and Information Management are natural and synergistic bedfellows. Where better to start than with the Civil Service who have KIM as one of its Professions.

I wish CILIP well in their efforts to becoming the go to body for KIM’ers.

‘Probably the best PKM in the world’: KMUK 2016 uncovered

It’s conference season which means I get to go to nice places and meet and learn from interesting people. This week I was in London for the annual Knowledge Management UK event and a cracking good couple of days it turned out to be.

IMG_4774Well attended by 60 or so KIM professionals, it was chaired by Ian Rodwell @Irodwell of Linklaters who I’d recommended and who did me and Laura Brooke of Ark @LauraAtArk, proud.

From the ice breaker opener onwards Ian’s touch was light but assured and the delegates all participated with enthusiasm.

What surprised me?

  • I got something out of every presentation which might sound a bit arrogant but when you’ve been to many KM events there are usually a couple that don’t quite cut it. This time each speaker slotted in well with the next and the event flowed.
  • The number of KM ‘Veterans’ attending for the first time in a long while commenting how lonely the role can be (whatever it’s called) and how durable KM’ers have to be.
  • IMG_4786Learning that the Govt’s 5 year Knowledge & Information Strategy (GKIS) produced in 2013 is still not published and unlikely to see the light of day.  Yet work is still going on as David Smith explained to create career pathways for the cadre of professionals who comprise the civil service’s Knowledge & Information Management profession. I didn’t get the feeling that CILIP are integral to those competency framework discussions which is a missed opportunity on both sides as there is no current industry group that effectively represent the KIM global profession as does a CMI or CIPD in Marketing or Human Resources (Personnel).
  • Discovering that the average age of people in E&Y is 27 (hence generation Z to the fore). E&Y’s big challenge for is to move from a vertical to horizontal communications and employee engagement approach. Their Communities of Practice / Skills are a great way of cutting across silos.
  • Despite all the ballyhoo around technology search is still not cutting it for most and my recent musings on the continued need for Assisted Search valid.

What intrigued me?

  • The session on Artificial Intelligence (AI) whcih included the suggestion that it is ‘parked on the lawn’ of call centres and people who have to read long books for a living and are also engaged in risk management. Today AI does not do emotional intellience very well but that is changing despite reservations about the ethics of it.  Linklaters are a good example of an organisation experimenting with AI to improve efficientcy.
  • Nick Milton’s @nickknoco thoughts on adopting the 7 step Lean Model for a KM programme and the wastes of KM supply chain: excess production, delay, too many steps, excess hand-offs, defects etc.  By a strange coincidence 7 came up in my presentation when I talked about the 7 ‘ates of a Knowledgeur. A separate blog will be forthcoming to coincide with my address to the CILIP annual Confrence in three weeks time.

What delighted me?

  • IMG_4785Christopher Payne’s @cjapayne excellent account of the Knowledge Management effort that is embedded in the Olympics.  It is the most visible of all Project KM programmes (see alongside) with great potential to act as a benchmark for all big cross border multinational projects. Imagine the expertise they have developed (with quite a small team) in transferring knowledge from London to Rio to Tokyo all in the gaze of the global public. I know Chris is keen to share his IMG_4787knowledge with the greater KM community so contact him or hear him speak.
  • TfL’s approach outlined by @LemmerLutz to making great use of Lessons Learned and feeding improvements back into process.  The graph alongside illustrates the successful postings of lessons to their KM portal (up nearly 300% in 2 years).
  • The broad acceptance that you can achieve a lot with a little.  The Financial Conduct Authority presentation being a great example of how to make effective use IMG_4790of people by using communities and having an easily understood framework. I noted though that poor search is a real barrier to adoption and that the lack of a technical underpinning a constraint.
  • Hearing from a couple of people how Random Coffee Sessions can be effective. The idea is simple: develop a list of people who are interested in having short coffee meetings with peers on a 1:1 basis and pair them up on a periodic basis.

What frustrated me

  • The continued reluctance to share thoughts / observations on Twitter, a stance at odds with the audience’s oft stated desire to ‘Work out Loud”.  How can you encourage others to do so if you don’t do it yourself?  I wrote more on this subject a year back coining this phrase: It was like throwing a dart into a vacuum.

What did I not hear I expected to?

  • Social Network Analysis: Despite a real focus on Communities Social Network Analysis was not discussed. Not knowing who people go to for answers or who knows what is a risk to many businesses if those key but often hidden people depart. To a large extent the risk from the sudden departure of the ‘Expert’ is diminishing with the rise of empowered and informed knowledge workers and processes that contain embedded knowledge.

And finally

My favourite quote (used in the content of maintaining focus):

Don’t be like a dog who sees a squirrel

 

A book on the sunbed, KM Manager’s critical ‘ates and getting social in Lisboa

It’s been an interesting couple of weeks that began with a vacation in Cabo Verde on an island called Sal (Salt in English-which sort of gives away the terrain). Then a week in Lisboa at the annual SocialNow event, a unique gathering where social enterprise software vendors present their products to an invited evaluation panel representing the management of a fictituous company Cablinc.

a book on the sunbed

Cabo Verde was chosen as the vacation destination for two reasons: it is a former Portuguese colony and my wife (who is Portuguese) and I are trying to visit all of them to see how much of the culture and governance structures remain; and it seemed like a good place to wind down and catch up on book reading.

Without the necessity of a daily commute and the reading time a long journey creates I find the virtual world gets in the way of paperback reading though sitting under a sun umbrella reading a book on KM Strategy might not be everyone’s idea of relaxation on vacation!

Here’s a very abdriged review of my vacation reading list:

  • The Kind Worth Killing: A clever tale, well written with a twist that starts at an airport, the author keeps you Holiday Readingin constant anticipation and it kept my interest throughout.   Great for a 5 hour plane ride.
  • The Girl On The Train: Took a long time to get going (rather like the train system here) switching back and forth among characters.  Ending was well crafted if you have the patience to get there.
  • Relationology: Essentially a business book (101 tips) about managing relationships with stakeholders. Admired the discipline behind the networking approach and how the author has turned his theories into practice for the good of others but felt it devalued the human element of meeting people by making it a very structured process.  Did like suggestions about having groups of mailing lists and being upfront about why you are meeting/calling.
  • Engagement Manifesto: A book that triggered a lot of thought with good tips and approaches. Made the most notes (7 c’s of change, 5 elements of change and ‘The Five Monkeys’ experiment about resistance to change as its “the way things are done around here’).
  • Knowledge Management (KM) Strategy: The book sets out a good, structured and thorough approach and I liked the suggestion that organisations should give primary focus on critical knowledge and strategic knowledge areas when developing their strategy.  I felt though the chapter on KM Technology could have benefited from more visualisation of where the tools fit and what they look like (a picture being worth a thousand words).

KM Manager’s 4 critical ‘ates

While reading the Engagement Manifesto with its 4 of this and 7 of that my thoughts turned to engagement in a KM environment. I’ve been arguing for some time that facilitation is a core competence for all KM Managers. And I think there are 3 others. So my 4 critical ‘ates are:

  • Investigate: Are you putting a buring fire out / solving an immediate business need (operational KM) or is this driven by the vision from the top consisent with the organisation’s stated business direction (Strategic KM)?
  • Negotiate: Up front you need to agree what the scope of your role is and to be tough negotiating what success and hence measures will look like.
  • Facilitate: So much of what a KM Manager does involves facilitation and another sub ‘ate, Navigate. You will become the hub knowing who to go to to ask if you don’t know yourself. You have to facilitate connections, meetings, interactions, events and communities. It requires resilinace and a lot of social skills.
  • Communicate: Senior KM’er’s tell you to devote at least 30% of their time to communicating what you do and getting feedback – its not just about broadcasting it’s about collaborating. Have the KM Elevator pitch always with you. Let all your stakeholders know what you are doing and why.

Which leads me nicely onto Lisboa and the 5th edition of SocialNow.

getting Social in Lisboa

From left, Luis Suarez, Emanuele Quintarelli, Paul Corney, Ana Neves, Jaap Linssen and Marc Wright

5 vendors presented and they were interwoven with a couple of keynotes and presentation from Cablinc ‘consultants’ (see panel alongside) who focused on the business issues facing the organisation setting context for the vendor presentations. I was delighted that Eric Hunter was able to come over from San Diego to sit on the evaluation panel.

Screen Shot 2016-04-19 at 15.34.04

My topic was Knowledge Capture & Retention and ISO 2015. Perhaps surprisingly few in the room were aware of last year’s ISO update which for the first time included this on KM:

A fuller account of the proceedings and the twitter chat can be found at eventifer.

subway_Graphic_2015_1280pxI was really taken by the closing Keynote from Tony Byrne of The Realy Story Group who gave an illuminating talk on the landscape of digital workplace and social enterprise tools and apps. His Technology Vendors Map is well worth a look.

If this is a topic of interest I’d also point you to an excellent article from Dion HInchcliffe on Social Collaboration Tools.

As in 2015 Nooq won the ‘coolest tool’ category. Its a great visualisation tool to show what’s happening in an organisation and sits above enterprise applications.

and finally

This year for the first time there was a day of Masterclasses after the event. I was delighted to have had the opportunity to work alongside Luis Suarez (@elsua) who is a #noemail evangelist.

Screen Shot 2016-04-19 at 16.16.12Luis ran the morning and I ran the afternoon. His method and justification for lowering email usage are compelling and I loved this slide that shows how a social networking platform can be a lot more efficient than using email.

And now back in the UK I have a couple of week’s focusing on the next chapter of the book I am coauthoring with Patricia Eng before travelling back to the Mid East and Lisboa.

A ‘newbie’s guide to Tweet Chat hosting (on Knowledge Capture & Retention)

Screen Shot 2016-03-03 at 17.17.39

I first worked in the City in 1972 as a summer intern in the cheque processing arm of Lloyds Bank Ltd.  We used machines that looked something like this. No typing, just machine minding!

15 years later I was sitting in the machine room of the Marriott Hotel in Jeddah faxing, over an encryted line, a confidential trip memo for my secretary to type up and distribute to selected directors.  Laptops were only just appearing on the market and as for typing, Managers in those days didn’t. If you wanted to communicate confidential information quickly it was the fax.

Fast forward to this afternoon and I am about to host my first TweetChat some 44 years on from my first immersion in technology.

Think about it: I can’t see who I’m talking to; I don’t know who’s ‘listening’; I have little idea whether what I am going to ‘say’ will resonate with the audience: and I have to type at lightening speed. It feels like ‘drinking from the fire hydrant’ to boot!

But there are huge advantages: I can reach a global audience without leaving my Home Office; what I say will have a very long ‘tail’; and it forces me to articulate my thoughts in a very concise way to an audience who may not speak English as their 1st language.

I know from many conversations I’ve had recently that everyone is expected to be up to speed with new technologies and few get trained adequately to do so.

Screen Shot 2016-03-03 at 07.59.06

Here, with grateful thanks to Luis Suarez (@elsua), Ana Neves (@SocialNowEvent) and Ana Aguilar-Corney (@aguilarinteriors) who provided the wise words and tips I show below, is how I went about it.

Set up

  • Use http://www.tchat.io/ to handle the chat. Load that on the browser and forget about everything else.
  • Focus on the tweet chat for the entire time, even if it looks like things may be a bit slow with tweets coming through, don’t go elsewhere. That way you are free of interruptions and focused on the chat.
  • Have a look into the questions of the tweet chat ahead of time, and write some potential answers ahead of time that would fit in tweets, within the 140 character limit. That way when the answers come in you just have to copy and paste and focus on what people tweet for potential responses, faves, RTs. etc. etc.
  • As you see tweets coming through, don’t think about responding to them all. Think about peppering out the interactions: some responses, some RTs, some faves, to balance your interactions without demanding you to type too much, so you can focus on the conversations themselves.
  • Enjoy the tweet chat under the notion you won’t be able to read and respond to everything while the chat lasts and that’s just fine! You can always come back at a later time if you feel you’d need to. Enjoy the flow as if you were reading a fast paced news tracker skimming through and stopping where you feel you can and want to contribute.
  • If you are going to refer people to blog posts or articles make sure you condense the URL’s as you ‘cut and paste’ into your Tweets.
  • Establish a live back channel with the facilitator while you are conducting the chat.
  • Be clear about who is performing what role and ensure someone is producing a Storify of the event that can be circulated later.
  • Don’t be afraid to let the virtual ‘silence’ hang.

Conduct

So armed with the above and a set of thoughts for three questions off I went.

And if you are up for reading an account of how it went go to the Storify Account of the discussion which is here

And finally

The hour (the optimum time) flew by. Armed with the checklist above it was plain sailing.  It did however reinforce the veracity of the ratio I use for physical workshops namely 3-4 x times preparation vs. the length of the event. I spent 3 hours on potential answers and it paid off.

Would I do it again? Yes tomorrow provided there is a clear mandate and set of questions to be addressed.