Archive for the 'facilitation' Category

Nov 04 2016

Liberating Structures in Higher Ed: Vancouver 2017

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Source: » Liberating Structures 2017 Image by Tracy Kelly

As I noted in yesterday’s post, I’m heading up to Vancouver to co-host a couple of workshops. Besides the VizEd, Tracy Kelly, a great team and I will co-host a two day Liberating Structures immersion workshop February 22-23, 2017 and the early bird rate ends November 15th. So Register Online Now!

This immersion workshop focuses on the appication of Liberating Structures in higher education. Here are the details:

Liberating Structures are a collection of powerful facilitation strategies that can be used in our classrooms, everyday meetings, strategic planning sessions, workshops, presentations, etc.  They are seriously fun methods to engage and work together.

Liberating Structures are small design shifts that move us gently away from more constraining  “conventional structures” (e.g., lectures, open discussions, round robin updates, brainstorms) and toward sessions that quickly foster lively participation in groups of any size, making it possible to unleash and include everyone

In the workshop, you will learn how to choose, facilitate, and sequence Liberating Structures for your individual facilitation challenges and contexts.

Who should attend?

Faculty, Instructors, Teachers,  Learning Designers, Leaders –  all who are called to facilitate learning, meetings, sessions, groups, presentations, workshops, processes, communication and change. (I would add learning in and outside of formal educational institutions!)

We will focus on post-secondary education contexts, but colleagues from other sectors (e.g., government, health care, private) are welcome!

Here are some examples of applying liberating structures:

I’m particularly excited by the early conversations with the hosting team, dancing around provocative and challenging issues such as inclusion, indiginization, how people do or don’t see themselves as “facilitators” and what this means in the Liberating Structures context. As always, we will travel both familiar and new territory! Join us!

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Nov 02 2016

» Graphic Practices in Higher Ed: VizEd 2017

Source: » VizEd 2017

Happy, Happy, Happy dance! I get to offer a workshop with the fabulous Tracy Kelley of BC Campus in February on visual practices in higher education. (She made the visual above which I LOVE!) AND PSST, the early bird deadline is NOVEMBER 15th. You can read all about it here. It is one of two workshops we are cooking up. The second is a Liberating Structures immersion workshop and I’ll blog about that separately as I want to share some of the planning process.

I’m particularly excited that we are focusing the practice in all sorts of higher education contexts – teaching and learning, administration, design and… well, ANYWHERE! (Yes, all caps. Yes, EXCITED!)

Here is the blurb:

Have you ever noticed that moment when people are talking about something, then they whip out a pen and start sketching? Or when a conversation breaks open because someone goes to the whiteboard and draws something?

We are beings with many senses, but we often forget how powerful it is to make meaning using words and images. There is something so negotiable about rough little sketches that invites us deeper into understanding, instead of trying to “be right” or “prove my point.” Everything becomes just a little bit more negotiable.  This is the power of creating visuals with and for each other.

Join us for a hands-on, full-on day of exploring the opportunities and practices of bringing hand made visuals into our teaching and learning. (P.S. “handmade” can mean electronic too!)

We will warm up with some exercises to banish our inner critics, then explore practices for going visual in our work. Bring your challenges! Bring your ideas!  Bring your inner learner, your inner teacher and your inner child as we explore visual practices together.

What you can expect:

  • Tips and practice for basic drawing skills (Courage! Confidence! Color!)
  • Examples of visual exercises and activities, and where they might be useful in your work in higher education
  • Explore templates for collaborative visual meaning making
  • Experiment with the intersection of group process and visuals

THERE ARE NO “ARTIST” PRE-REQUISITES!

What to bring: 

  • Bring a notebook, your phone (or other camera) to capture visuals that inform and inspire you.
  • You are unlikely to use a laptop during the workshop, but you might like to bring a tablet (and your favourite stylus if you have  one!)
  • Wear your most comfortable clothes and shoes you can get dirty (ink, chalk, etc.)

Register here.

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Nov 01 2016

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

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

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

Day 1 – Opening

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

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

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

Day 2 – Keynote and Conversation on Agripreneurship

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

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

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

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

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Day 4 – Harvest and Network Assessments

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

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

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

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

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

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

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Jul 27 2016

Learning While Building eLearning: #4 Lessons from the Pilot

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

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

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

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

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

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

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

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

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

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

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

Cheryl, how about you? What is your advice?

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

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

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

Here’s mine (Nancy)…

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

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

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

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

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

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Jul 25 2016

Learning While Building eLearning: Part 3 – Facilitating Online

Scholar Project -8This is the third of four pieces reflecting on the experiences of Emilio, a subject matter expert who was tasked with converting his successful F2F training into an elearning offering. This one focuses on the facilitation aspects of the course! You can find the context in part 1 , and part 2. (Disclaimer: I was an adviser to the project and my condition of participation was the ability to do this series of blog posts, because there is really useful knowledge to share, both within the colleague’s organization and more widely. So I said I’d add the blog reflections – without pay – if I could share them.)

I want to kick this off with a quote from the amazing Beck Tench talking about facilitating online learning:

Learning and change are super complex. Consider we may never know the effects of our work. Every snapshot lacks context in some way. Proceed with listening, kindness, observation, and experimentation. Accept that there will be uncertainty, as in all things, and move forward anyway.

I love this quote because it reminds us that facilitating online learning is about the teacher’s expertise. And about engagement. And about our stance as an online facilitator – something I think is often invisible or ignored.  Emilio stepped into that stance with a lot of grace, tolerance for the unknown and comfort with trying, learning, and even with a little failure. In my experience this is not that common!

Nancy:  Let’s talk a bit about stepping into reality, the launch of the course. This was your first time facilitating an online learning course. What happened?

Emilio: The beginning was very stressful. There was a moment where I had to reset my vision that I had created at the beginning of this project. We thought we had everything planned by the Thursday before the course. We were prepared to send a message out  to the people who had signed up for the course, expecting them to register on the actual Moodle site, and begin surfing the site and get fully on board on the first Monday of the course.

Then our partner failed to send us the list of participants in time and we had to postpone the launch. Once we got the list, we sent the welcome message on a Thursday. And yet by Monday people had not surfed the website and registered. I had to say, “wait wait, convince yourself, just don’t get frustrated.” This is what we were paying for: a pilot to experience everything, anything that can go wrong. It is better to experience it now. Next time we will do it better. That will be the real start.

This process takes a little bit of emotional intelligence. You can’t lose your focus. You have to learn in the experience. Don’t focus on the idea that this is the official worldwide launch of your elearning program, but a learning experience. So it was not a big deal. Just a couple of hours of freaking out.

Nancy: Now that you have had the experience what reflections do you have about moving and facilitating your successful F2F course? How did you engage people?

Emilio: Other than wanting to respond more quickly? (Laughter: Emilio was amazing – he was not only teaching online for the first time, but he was doing it WHILE he was on the road for work!) Here are some of my lessons.

First, what should I do about participants that belong to a group not responding to each other? I see the first person in that group posts and gets no response. I wondered, should I intervene? I wondered about how to  group participants in some way, to point out some challenges and invite others to react. But I didn’t hoping they would eventually engage. There were two groups where no one commented at all. If I were to do it again I would immediately ask others to post something.  

Nancy: There are more experiments with gamification in online, where, for example, you get points towards badges for responses. I’m not always sure of the long term benefit of these kinds of incentives and if they actually support the learning, but they appear to get people engaged in the moment. Maybe it can trigger learner socialization quicker and be something useful to explore.  Because as you noted, participation in the design of this course assumes people will interact with each other. So socialization of the group is the first step towards that participation, and later is essential for successful group work.

Emilio: Second, I can teach from anywhere. I could see that in our pilot. I was travelling like crazy. Another take away is the real leverage of technology. I could be doing different things in different places in the world and still deliver a course. You see people are learning from anywhere. If you compare that to level of effort for a F2F course, it is a trade off. But the value is there and you as an officer, can become much more productive. Once you invest in the up front work of design and planning, which was more than I expected.

There are some challenges to this anytime/anywhere though! I feel a bit guilty. I could have done a better job dedicating a bit more time overall. Once I woke up I did not realize the time difference in the office hours and had to wake up at 3am. There are a couple of times I knew I was responding two days later. I know that shouldn’t happen, how I wanted it to be. I wanted to respond within 24 hours.

Emilio: Third, include a synchronous element. The most effective tool I feel I had was our weekly synchronous “Office Hours.”  They gave me an opportunity to introduce a dose of F2F interaction which is fantastic.

During the office hours I got a chance to interact with the participants. They would post several questions. The sharing the screen was super critical. I surfed and took them where we wanted to go, to a question related to a graph or slide and explain it. You can sense by the comments – “oh yes, thank you this clarifies a lot.” We quickly solved problems.

Also, just by hearing their questions I could pinpoint those slides where the message may not be that clear and I would edit a couple of things right away. So it helped me get clearer as well.

We tried to record and post the recordings for those who could not attend due to work or time zones, but we had some technical problems. We will try and fix that next time. But I will also really encourage the participants to attend, because it brings the passion for the subject matter and the collegiality which is needed for the group work and active participation. The people who attended office hours were also the people who completed the course!

Some ideas for next time is to expand the use of office hours to help better set up the groups and the process for the group work. Maybe teams could have a private chat or meeting once a week and I could use some questions to help them get to know each other in the context of the course. That leads to my fourth learning: group work requires building relationships. Our group exercises need to be reconsidered (design) and I need to figure out how to get people comfortable enough with each other to actually engage in the group work.

Nancy: Yes, that is really hard, particularly when the participants have allocated an hour a day for three weeks and there is a lot of material to cover!

Emilio: Fifth, don’t do this alone! Milica was my assistant and she was always there. One time I could not log into the office hours and Melicia took care of it. In hindsight, we should have included her earlier in the facilitation conversations and planning. Part of the team. You and the other consultants Cheryl, Terri and everyone were very helpful.

Nancy: What was the facilitation highlight for you?

Emilio:  The first and second Office Hours were critical. The course was mostly asynchronous. I knew people were coming in. I logged in and I saw people logging in and that made it real. There are people there! They had interest, and were  asking questions, actually reading the slides. I could see the numbers (page views). But until you talk to them, see them asking questions, it is hard to see if they really are reading the material. When we held our weekly synchronous Office Hours, this became much more real.

Nancy: So would you keep doing this?

Emilio: Absolutely yes, I’ll keep doing this. Reflecting on it now, and putting into perspective from an administration standpoint,  what I produced during those four weeks of the course, there is an increase in efficiency. I delivered a course – granted for 7 people – but while I was working Bangkok, Mexico and then Peru. Pretty impressive. Amazing, yeah. I had good connectivity fortunately.

Up Next: Reflections from the whole team

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