The Well-Connected Community: Attending Conferences with Genetically-Enabled Foursquare

Foursquare—that lovely social media tool that helps make us aware, through geotagging capabilities, of how physically close we are to those we might not otherwise encounter—seems as if it would be a uniquely valuable tool for those of us attending conferences and trying to catch up to colleagues from across the country or around the world.

The idea that our mobile devices could take the initiative in providing us with information we hadn’t yet thought to actively solicit—e.g., finding out, through notifications, who among our friends and colleagues is nearby—is something that David Weinberger and Nova Spivack referred to as being a part of Web 3.0 in January 2009 during a presentation at an American Library Association presentation in Denver. In positing a Web 3.0 world in which our devices would alert us before we asked for the information, the two presenters clearly evoked a wide range of reactions during that session. Some people were clearly fascinated and excited by the prospect, while some of us appeared ready to crawl under the nearest rock and whimper about the loss of privacy and anonymity. Most fascinating to me, at the time, was the discovery a few days later that the sort of service Weinberger and Spivack were predicting as an innovation on its way was already in use; a quick online search today confirmed that Foursquare itself was created within months of Weinberger and Spivack’s presentation. Furthermore, one of its predecessors (Dodgeball) preceded the prediction by nearly nine years—once again proving how hard it is to be a futurist in a world where the future seems to have unfolded before we even have a chance to predict it.

Foursquare came back to mind during my recent participation in the New Media Consortium (NMC) Horizon Project Summit on “The Future of Education” in Austin, Texas and the American Library Association (ALA) 2013 Midwinter meeting in Seattle over a seven-day period. Although there was no need for anything like Foursquare at the NMC conference—all 100 participants were staying in the same wonderful resort outside of Austin and spending our days in one beautifully accommodating meeting room—one could argue that the ALA conference, with thousands of participants bouncing back and forth between meeting rooms in the convention center in Seattle and also staying in a wide range of hotels throughout downtown Seattle, was prime Foursquare turf.

And yet I never once thought about signing up for or using Foursquare to expedite connections. From the moment I stepped onsite into Seattle’s enormous Washington State Convention Center, I began running into exactly the colleagues I hoped to see. Within my first hour there on a Friday afternoon, I had settled into a conversation in a lounge area with a colleague from Nashville. We were joined, intermittently, by colleagues from California, Chicago, and many other places. Walking the large exhibits area early that evening, I had opportunities to talk with colleagues from San Francisco, Los Angeles, Seattle, Dublin (Ohio), Chicago, Orlando, and many other places. In fact, a colleague I initially met earlier in the week at the NMC summit in Austin was there in Seattle, and it turned out she was sharing a room with a colleague with whom I serve on an ALA committee. (I’m left wondering whether Foursquare could have alerted me to that particular connection.) I capped off the evening with my one planned encounter: dinner with a colleague who recently left Georgia to accept a wonderful new position in Cleveland.

I suspect it’s not necessary to drag this out with an hour-by-hour description of all the similar encounters I had throughout the day on Saturday, but it’s worth noting that when I found myself unexpectedly with a completely unscheduled 90-minute block of time Sunday morning, I ran into a cherished colleague—Peggy Barber—who never manages to leave me less than completely energized by her descriptions of the projects she currently is completing. We decided to take advantage of that opportunity to go to a nearby independent coffee shop—the Caffe Ladro outlet at 801 Pine Street—that had been recommended by Seattle residents so we would have some uninterrupted time for conversation. And you surely know what came next: we ended up sitting next to a couple of other conference attendees who were close associates of a colleague from Florida.

That’s when I had another moment of revelation: neither Peggy nor I are drawn to Foursquare because we somehow have a genetically-enabled version of the product deeply embedded in our DNA.

I’m not saying I’ll never try Foursquare. But for now, it seems redundant in a world where the simple act of showing up puts me in contact with those I most cherish and who, in turn, make me glad that our incredibly connected onsite-online world somehow manages to place us in exactly the right location at exactly the right time to sustain our various communities of learning and communities of practice.

The Big Ideas Connecting People, Conferences, and Conversations

Developing and acting upon big ideas sometimes requires big leaps, so it’s no surprise to me that the leap from San Francisco to Austin to Seattle over the past several days has left my head spinning.

Three days of participation in the New Media Consortium (NMC) Horizon Project summit on “The Future of Education” in Austin, Texas followed by a few days with colleagues attending the American Library Association (ALA) 2013 Midwinter meeting here in Seattle created the sort of Intersection discussed by Frans Johansson in The Medici Effect, a book about “breakthrough insights at the Intersection of ideas, concepts, and cultures.”

That NMC summit fulfilled its implied promise of creating an Intersection:–in this case, a gathering of what NMC Founder/CEO Larry Johnson has called “100 thought leaders” to discuss wicked problems and plans of action to address those challenging problems that require entirely new ways of thinking and that help redefine the way we view our world. We were there to try to make a difference.

Having already written about the first and second days of the NMC summit and reflected on subtle and not-so-subtle interweavings of themes between that summit and what I’ve been discussing and experiencing with friends and colleagues at the ALA conference, I continue finding the connections to tremendously strong. It’s as if both conferences have melded into one nearly week-long immersion in a profound, intensely deep well of ideas that challenge us to rethink much of what we take for granted in our work and personal lives.

At the NMC retreat, we were looking for ways to address the challenges of redefining roles and identities for students, faculty members, and administrators; fostering an ecosystem for experiential learning; and defining ethical boundaries and responsibilities in learning, among other things. Here in Seattle, some of us are looking for ways to address the challenges of redefining roles and identities for library staff and library users in a world requiring intensive lifelong learning efforts; fostering an ecosystem for information literacy, digital literacy, and open access to information resources; and defining ethical boundaries and responsibilities in strengthening the communities we serve.
.
But it all comes down to people. That’s what was at the heart of the future of education summit and the ALA Midwinter meeting. Sitting with my colleague Buffy Hamilton—the Unquiet Librarian—at an ALA conference session on “the promise of libraries: transforming communities” this morning, I quickly realized that this was yet another opportunity to engage in metalearning—learning about learning—by observing how all of us in the room were learning from the presentation.

The obvious primary focus was the content of that panel discussion—something so deeply inspiring, challenging, and rewarding that I’m going to return to it in a separate article. Equally important was the way content was being offered, consumed, and disseminated. It wasn’t just about how the presenters engaged us. It was equally about how Buffy and I, along with several other audience members in the room, were recording and commenting on that content via the conference Twitter backchannel—and how that content was reaching and being further disseminated outside the room by others retweeting what we were documenting. There were even times that Buffy and I, even though we were sitting side by side, interacted by retweeting each other’s notes when one of us had missed something that the other had captured.

Because I work with and help others learn to use social media tools in ways that open up opportunities for them by providing access to people and resources that might otherwise not be available to them, I know we still have plenty of people who see Twitter, Facebook, Google+, and many other tools as frivolous distractions. But what continues to become clearer to me day by day is that those tools can equally serve as means to foster the dissemination of information that helps us tackle those wicked problems that are at the heart of so many challenges we might otherwise be inclined to ignore. And whether we use them to augment our daily face-to-face interactions, the Intersection moments that are created at events along the lines of the future of education summit and the ALA Midwinter meeting, or backchannel exchanges, we miss something essential if we don’t acknowledge the seeds we plant each time we gather, talk with, listen to, and build upon the conversations that turn big ideas and dreams into even bigger solutions that sustain healthy communities. It’s learning as a step toward action, and each of us helps build the world of our dreams when we embrace these offerings.

Connecting the Dots in an Onsite-Online World: Metatrends in Travel, Life, and Learning

Having the unusual experience of jumping from one professional conference to a second this week is providing learning experiences most of us rarely encounter—and one that shines an extremely bright spotlight on what it means to live, work, and learn in a completely blended onsite-onsite world.

After leaving San Francisco on Monday, I was completely immersed in the New Media Consortium (NMC) Horizon Project Summit on “The Future of Education” in Austin, Texas from mid-day Tuesday to mid-day Thursday. Trying to capture even most cursory set of highlights of the discussions held on Tuesday and Wednesday meant absorbing highly stimulating and challenging ideas from some very bright colleagues from schools, colleges, universities, museums, and libraries all over the world—then condensing them into blog–sized posts late at night before returning to the intellectual arena the following day for even more of the same.

Making the transition from Austin to Seattle Thursday evening to attend part of the American Library Association (ALA) 2013 Midwinter meeting at first suggested the need for a major shift in thinking. I assumed I was leaving behind the education summit themes of wicked problems including the need to rethink higher education, rethink online learning, and deal with how we effectively incorporate technology into learning. Diving into the ALA conference, I suspected, would instead focus on a different set of wicked problems, including the roles libraries play in a variety of arenas including lifelong learning, information literacy, intellectual freedom, and the overall development of communities—geographically defined communities as well as global online communities.

It didn’t take long to realize that there were dots to be connected between the two conferences and the two sets of wicked problems—and one of the major connections is the technology that makes it possible to jump between two such conferences so seamlessly.

Some of the subtle connections rapidly became apparent as I started running into colleagues in the Washington State Convention Center here in Seattle late this afternoon in hallways, reception lounges, and more formally organized activities; the conversations we had were amazingly similar to those in which I participated during the education summit—the need to rethink what we’re doing, abandon some of our core assumptions, and take advantage not only of our face-to-face opportunities to explore and act upon the challenges we are facing, but also to draw offsite colleagues into the conversation via tweets and twitter feeds, posts on Facebook, and other online extensions of the onsite conversations.

There were also the completely unsubtle reminders that geographic barriers are far less constraining then they were even ten years ago—barriers often reduced or completely knocked down by how quickly relationships are established in one arena (e.g., virtual communications), extended into a physical setting, and then extended even further in both settings.

My latest moment of revelation came this evening when I connected the dots between meeting, for the first time, an NMC Horizon Summit attendee Tuesday because we were both live-tweeting the summit from different parts of a meeting room housing approximately 100 attendees. By mid-day Wednesday, she and I had managed to engage in face-to-face conversation, then continued the conversation via the Twitter feed throughout the afternoon, and then ended up across a dinner table with eight other colleagues that evening. We said good-bye to each other early Thursday afternoon in Austin—and then unexpectedly were face to face again this evening while walking the exhibits floor at the ALA Midwinter meeting—an event drawing thousands of people from libraries across the United States. But even that isn’t the remarkable and marvelous part of the story. We ran into each other twice in that huge exhibition area this evening, and it was only during our second encounter that I realized the colleague with whom she was traveling is a member of an ALA committee that I chair—a colleague, I should add, that I’ve only met face to face one time, and with whom I will be having lunch tomorrow before our committee meeting begins. Turns out the two of them are rooming together here at the conference, and neither of them had known how the three of us were connected until we met on the exhibits floor.

While all of this may sound like some freakish “who would have thought it” sort of encounter worthy of little more than a “wow, how strange” sort of reaction, I believe it speaks to something far deeper and more important in our world of rapid travel, seamless onsite-online communication, and learning. It speaks to our natural inclination toward socializing and learning since a thirst for learning drew us to these events; our need for affiliation anywhere we can find it; our drive to create, nurture, and sustain community wherever and however we can develop it; and our willingness to continually push the envelope on what it means to “meet” somebody, engage with somebody, and build upon relationships that, without attention, could begin to grow and then quickly wither away if left unattended. It also speaks to the almost magical, mystical nature of how we forge connections in a world of countless interweavings through a variety of means— not the least of which is the creative and effective use of social media tools—with an eye toward solving some of those wicked problems we continued exploring at the NMC education summit.

Social Media Feast and Fast: Disconnecting for a Day

I was feeling wired in the best and worst of all possible ways after feasting on nonstop, extremely intense face-to-face and online contact with colleagues at American Society for Training & Development (ASTD) and American Library Association (ALA) conferences recently.

The cumulative effect was wonderfully alarming—or alarmingly wonderful, depending on your own attitudes toward social media tools. The positive result was that engaging with colleagues face to face and via Twitter backchannels created a remarkably rewarding level of engagement. The worrisome part was that the nonstop engagement created a social media/digital equivalent of delirium tremens in the days immediately following each conference.

Some of the contradictory responses should not, in retrospect, have been difficult to anticipate. I did, after all, move without any sort of conscious transition into dawn-to-dark social media immersion from a routine habit of spending an hour or less each day engaged with others through Twitter, Google+, LinkedIn, and Facebook; the exception to my usual habits generally comes in the form of a weekly or biweekly engagement in a formal online discussion session, e.g., a tweet chat, or through the act of live-tweeting an event for colleagues who cannot be present.

The conference interactions turned those patterns completely on their virtual heads. Conference days generally began with a quick skim, on the screen of my laptop, of the conference backchannel feeds via TweetDeck; this helped me spot last-minute announcements regarding events I didn’t want to miss, or summaries of presentations and discussions I wasn’t able to attend. Then I would skim a (print) copy of a newspaper before switching over to a mobile device (in this case, a Samsung Galaxy tablet)  to keep up with the various feeds throughout the day. I would turn back to my laptop when I was live-tweeting events I was attending or writing blog postings late each evening.

As I’ve written elsewhere, the level of engagement was spectacular; the combined online and face-to-face contacts produced connections I otherwise would have never made. But the predictable crash was quick to come in the days immediately following each conference. I found myself compulsively continuing to follow the backchannel post-conference feeds via my tablet. Craving and missing the obvious social media buzz that comes from that level of stimulation. And feeling as if the transition from conference routines back to normal day-to-day routines was not happening as naturally as it had in the past.

When I found myself feeling that way after returning from the second conference, I began thinking about University of San Francisco associate professor of media studies and environmental studies David Silver’s recent summary of a digital fast experiment. Silver’s engaging presentation at the San Francisco Public Library under the auspices of BayNet (the Bay Area Library & Information Network) in May 2012 made many of us think about our own online practices as he described how he had encouraged a group of 80 digital natives to go without any electronic or digital media as long as they could—in essence, to “remain logged off until it becomes dangerous, impossible, or unbearable.”

The student who maintained the fast for the shortest period of time gave up after only a few hours. The person who lasted longest went all of three and a half days. Some of the participants’ observations were funny—one wanted to know how to take a bus without an iPhone and then what to do while on the bus with no digital distractions. Another concluded that it was impossible to work out at a gym without music. A third participant reported staring at a pizza for lack of anything else to do over a meal. Some participants’ observations were poignant—their friends who continued texting acted as if they had stepped out of the room by not being equally engaged in online conversations, and one reported that it was “weird to be stuck in my mind…I didn’t like it.”

Armed with memories of those observations and recognizing that I needed my own digital fast, I set aside a Saturday recently when no one was expecting me to work. I could actually feel my body and my thoughts relaxing as I opened the pages of a book that morning and slowly relished the joy of slowly absorbing thoughts from printed sources rather than feeling as if I had to race from tweet to tweet. Brunch with my wife was a relaxing and invigorating combination of conversation and time spent skimming that day’s edition of The New York Times—in its printed format. A walk through parts of San Francisco that afternoon gave us time to talk as well as simply take things in, and dinner in the relative silence of our home—no television, CD player, or radio providing distractions—led to a quiet evening without interruptions.

Beginning the fast with the intention of letting it run from midnight to midnight, I actually was in no rush to check for messages the following (Sunday) morning, so the fast actually continued well into the afternoon. By the time I wandered back to briefly check for phone messages—nothing pressing there—and online contacts, I realized I had accomplished what I set out to do. Set the virtual world aside for an all-too brief retreat. Slowed myself down significantly. And managed to break the compulsive need to monitor those post-conference backchannels and other online enticements. So I’m back to normal patterns of online interactions. And apparently none the worse for wear.

ALA Annual Conference 2012: Communities of Writing

Many of us who write or who spend time with writers are no longer naïve enough to think that it would be wonderful to meet every writer we have ever admired; writers—like anyone else—can be absolutely insufferable when given the opportunity to be full of themselves/ourselves. But when we manage to set our overinflated egos aside for at least a few minutes and listen more than talk, we discover the pleasures of being part of the formal and informal communities we create.

It has been several years since I was briefly and pleasurably part of the Squaw Valley Community of Writers and a smaller fiction-writing group, but I’ve never been far removed from writers as colleagues, friends, and mentors—and yes, in some cases, tormentors. As is the case with so many other communities of interest, formal and informal communities of writers can often be the only means we have of sustaining our creative processes when long hours, days, weeks, or even months of effort seem to produce little of consequence for us or for our readers.

Meeting a variety of first-rate writers promoting their new releases, further marketing the book Lori Reed and I co-wrote last year (Workplace Learning & Leadership), and attending a reception for writers united under a single publishing house (ALA Editions) at the 2012 American Library Association (ALA) Annual Conference last month provided yet another reminder of how important these communities can be for those whose work is largely completed in long stretches of solitary effort. And how far-reaching our connections are even when we do not clearly see them.

At the heart of the reception was ALA Editions’ right-on-target goal of formally and cordially welcoming authors from Neal-Schuman to the ALA Editions stable of writers after ALA Editions acquired Neal-Schuman. More importantly, however, it provided an opportunity for writers and others associated with both publishing houses to sit together, share ideas, and look for the creative opportunities that our unanticipated connections might provide.

It doesn’t take long, when walking into the sort of small and intimate setting ALA Editions provided that evening, to recognize familiar faces: staff from the publishing house; colleagues associated with ALA Editions; and even a few from the latest addition to the ALA family. But the real fun began as we occasionally lined up to retrieve a beverage or small plate of hors d’oeuvres and play the read-that-nametag game to match familiar names with unfamiliar faces.

The winning moment came for me when I looked up from a name tag and found myself unexpectedly eyeball to eyeball with a writer—Esther Grassian—whose work influenced me tremendously while I was earning a Master’s degree and focusing on online learning a few years ago. Because it was an article she co-wrote (“Stumbling, Bumbling, Teleporting, and Flying…Librarian Avatars in Second Life”) that had attracted my attention as a student, I had no idea she also had co-authored two Neal-Schuman books with Joan Kaplowitz and would, therefore, be at the reception. Having met plenty of colleagues who write, I’m far from star struck when I meet a writer whose work I admire—OK, OK, let’s be honest: I’m always star struck when I meet someone whose work I admire, but I was trying (probably unsuccessfully) to not let it show in a setting where Grassian and I were ostensibly colleagues rather than writer-admirer.

She was gracious enough to sit with me and a few of the other attendees as we discussed our work, what we are doing, and what we hope to be doing over the next couple of years. And the magic continued as various people one or the other of us knew joined us at that table and become part of a brief and pleasurable evening when we could learn from each other. Consider possibilities none of us might have stumbled upon without those exchanges. And celebrate the wonderfully sustaining power of communities of writing.

ALA Annual Conference 2012: To Tweet or Not to Tweet

Although I was more intensely engaged in the twitterverse than ever before while attending the 2012 American Library Association (ALA) Annual Conference this week in Anaheim, I was surprised to find that at some levels it was a far different experience that participating in the recent American Society for Training & Development (ASTD) International Conference & Exposition Twitter backchannel.

Both conferences had streams of tweets that were virtually impossible to completely follow; there was simply too much content for anyone to absorb. And I was relieved to hear an ALA colleague who was dedicated to keeping up with it finally admit, halfway through the conference, that even she was overwhelmed by the magnitude of the flow. Both conferences also had a core group of tweeters who recorded and disseminated information about what was happening in conference sessions.

But one thing that was distinctly different between the two conferences was that ASTD members who were prolific at tweeting were capturing content from a teaching-training-learning point of view—live-tweeting from sessions to share information that the rest of us could later incorporate into our own workplace learning and performance (staff training) endeavors—while many of the more frequent conference attendees who were tweeting in Anaheim were producing a combination of personal tips about where to find the best conference freebies; sightings of keynote speakers and other celebrities onsite for conference events; personal observations about the experience of attending a conference with more than 20,000 other people; or, at an extreme edge of the backchannel, an overtly snarky set of observations—sometimes live and from sessions where the subjects of their criticisms were in the front of a workshop room or on stage in a crowded auditorium. Fortunately for those tweeters, none of their targets seemed aware of or inclined to respond to those criticisms in the moment as happened in a situation described by Cliff Atkinson in his book The Backchannel.

Anyone inclined to think the comparison between the two groups of backchannel contributors is unfair or an apples-and-oranges sort of effort needs to remember that members of library staff are increasingly finding themselves in the role of trainer-teacher-learner as a core part of their responsibilities to those they serve, as Lori Reed and I document in Workplace Learning & Leadership. Members of library staff also need to be as up-to-date in their knowledge of tech tools as workplace learning and performance practitioners need to be—yet there were signs at the ALA conference that we’re somewhat behind others in our acceptance, use, and promotion of those tools.

When Sharon Morris and I introduced a live Twitter feed via TweetChat into our “Ignite, Interact, and Engage: Maximizing the Learning Outcome” session at the conference, for example, one of the first tweets to go out from a session participant was one of amazement (and, we hoped, happiness) that we were encouraging our learners to incorporate Twitter into that learning experience.

There were signs elsewhere at the conference that others were not at all pleased by the presence of a Twitter backchannel and the use of the mobile devices that connect so many of us and those we serve without regard to geographic barriers. One conference attendee noted, via Twitter, that someone had yelled at him for tweeting, and another attendee reported via Twitter that she was told she shouldn’t be using her iPad during a general-assembly keynote presentation.

It’s obvious that we’re still very much in a state of transition in terms of how we use and accept the use of Twitter, backchannels, and tech tools in public settings. And I firmly believe we need to develop a better sense of etiquette—perhaps along the lines of something I usually do: asking those around me if my use of a laptop or mobile device to capture session notes and share them with others via Twitter will disturb them. I’ve never had a colleague turn me down, and only had one presenter—one who was going to give a presentation on e-learning best practices in a venue far removed from the ALA conference—defer.

Discussing this with a colleague at the conference, I found myself in the strange position of actually speaking up in favor of the tweeters—strange because, five years ago, I really didn’t want a cell phone or a laptop or anything else that I perceived as a burden/distraction rather than a resource, and I had little experience with social media tools. But colleagues, friends, and outright necessity have completely reversed my thinking, and I don’t believe it’s an understatement to say that those of us involved in training-teaching-learning—workplace learning and performance practitioners, library staff members, people involved in customer service in an onsite-online world, and many others—really can’t afford to overlook these resources if we want to be competitive and effective in meeting the requirements of our work.

My colleague’s observations about the conflicts between those using Twitter and mobile devices and those distracted by or resentful of the presence and use of tech tools and resources produced an interesting exchange. Perhaps, she suggested, we could resolve the conflicts by setting aside a special area during keynote addresses and smaller workshops for those who want to tweet. Perhaps, I responded, we could set aside a special area for those who want to be free of the presence of mobile devices and tweeters. For in an onsite-online world where the majority of those we serve actually appear to be ahead of us in their acceptance and use of Twitter and mobile devices, we might as well intellectually as well as physically make a clear and visible statement about where we stand in terms of meeting them where they are and prefer to be met—as unobtrusively, civilly, and respectfully as possible.

N.B.: To hear an extended (45-minute) conversation on the topic of Twitter as a learning tool at conferences, please listen to T is for Training Episode 101, “Instant Professional Development,” hosted by Maurice Coleman on June 28, 2012.

ALA Annual Conference 2012: Ideas, Inspiration, and Meals of Food and Challenges

Gather small groups of training-teaching-learning colleagues over meals, as I have so many times over the past few years while attending conferences, and you’ll find yourself exploding with ideas. Inspiration. And the rewards of intellectual and collegial engagement.

Which is exactly what happened once again when that sort of group here in Anaheim for the 2012 American Library Association (ALA) Annual Conference broke bread this evening—actually, we broke Chinese food, but there’s no need to be overly precise about this—and eventually moved toward a very spirited discussion about some of the trends and challenges we face in libraries as well as in other industries.

We were a smaller than usual group this time—eight instead of the usual 10 to 15—and it worked out very well. Partially because most of us found common ground through our affiliations with libraries and/or library organizations. And partially because, as usual, the gathering included some healthy cross-pollination of ideas—this time through the inclusion of two non-library colleagues from the Orange County Chapter of the American Society for Training & Development (ASTD).

There was the usual time spent just becoming reacquainted and welcoming those new friends into the group. And then we not-too-surprisingly found ourselves acknowledging that the challenges we encounter in workplace learning and performance (staff training) programs transcend industry barriers.

But what was most engaging and inspiring was not the simple recitation of what’s wrong with what we and our learners are doing; it was the willingness to dream of potential solutions to the challenges we and our learners face. In discussing the challenge of not losing institutional/ organizational knowledge as colleagues move on to other positions or retire entirely—regardless of whether we’re talking about libraries, ASTD chapters, or any other organization or group—we proposed and considered a variety of potential solutions. Wikis (which received an almost universal thumbs-down because too few people are willing to dedicate the time and effort to make a wiki thrive). Short work sabbaticals during which colleagues would take time to document the knowledge and experience they have acquired. Top-down implementation of formal knowledge-retention efforts. Informal cross-training so departing colleagues leave those still in the workplace with the knowledge needed to continue and to thrive. And even making it a requirement of a job or a service position that employees/volunteers create documentation of what they do and how they do it.

When all was said and done, we found ourselves returning to what’s at the heart of all successful training-teaching-learning: concentrating on the people, not the tech tools. Our mantra, in fact, could easily be “peer to peer; no technology”—as one colleague suggested—if we want to create a sustainable pattern of retaining and learning from the wisdom of our workplace crowds.

As the conversation moved into another perennial topic—learners who are far from engaged in the learning process—we found a variety of suggestions covering a variety of extremes. One on side, there was the dream of making learning so engaging that learners actively pursue those learning opportunities. On the opposite end of the discussion, there was the practice of firing those who will not learn and support an organization’s efforts to survive in what is clearly a very competitive environment.

And no, please don’t assume that this was just a bunch of trainers kicking around ideas with no hope of implementing them. We know of trainer-teacher-learners who successfully and consistently draw learners to their workshops, seminars, and asynchronous offerings because they are so engaging. We also know of organizations where those unwilling to keep up with changing worksite needs are offered one of two choices: rise to the challenge or rise to the need to find new work before being removed from their current positions—the choice was the employees’ choice to make.

It’s clearly sobering as well as invaluable to create and take advantage of the opportunities a conference provides for this level of conversation and exchange. It’s what draws many of us to conferences and other learning opportunities. We have the opportunity to draw upon the thoughts and experiences of some of the brightest people we know or are about to meet. It provides us with a chance to float ideas that otherwise might not have been considered. And it reminds us that rethinking our beliefs and our assumptions can be a very healthy endeavor, both for the chance it gives us to reaffirm what we hold dear, and to recognize the need to change what we might unnecessarily—and to our collective detriment—be retaining.

N.B.: Sharon Morris and I, on Sunday, June 24, 2012, will be facilitating a 90-minute workshop on how to engage workplace learners. The session, under the auspices of the ALA Learning Round Table, begins at 10:30 am at the ALA Annual Conference here in Anaheim, in Convention Center Room 203B. Hope you’ll join us for what promises to be an engaging discussion.

ALA Annual Conference 2012 (Prelude): Preparation, Reflection, and Regeneration

Providing a friend with a brief coaching session to prepare her for a job interview in the workplace learning and performance (staff training) field recently, I jokingly concluded by telling her, “That’s it. That’s all I know. I’m completely drained of information now.”

And she, acknowledging how much I read and write and collaborate with friends and colleagues to keep up with the never-ending flood of trends and information we all encounter, snapped right back: “I don’t believe that. You regenerate yourself faster than anyone else I know.”

Although she isn’t here in Anaheim for the 2012 American Library Association (ALA) Annual Conference, I’m thinking of her this evening as I prepare to immerse myself in what will be my fourth conference this year—my fourth opportunity to meet with tremendously diverse groups of colleagues, turn myself into the training-teaching-learning version of a sponge, and once again engage in invaluable acts of professional and personal regeneration.

The conferences I have already attended this year—the New Media Consortium Horizon Project Advisory Board retreat, the Texas Library Association Annual Conference, and the American Society for Training & Development (ASTD) International Conference & Exposition—have been exciting. Exhilarating. Inspiring. Overwhelming. And, let’s be honest, fun. They do far more than offer an opportunity to regenerate; they are the social and intellectual life blood of any trainer-teacher-learner.

They require immense and intense periods of preparation. They demand the same level of focus that any successful learning opportunity demands. They provide opportunities to be with some of the brightest, wittiest, most engaging people any of us have the good fortune to know—face to face as well as through the conference backchannel, as so frequently happens in our onsite-online world. And when we follow our own advice to prepare for those physical and virtual encounters, engage in them without wearing ourselves out, and set aside time for the most important part of the experience—time to reflect and absorb all that we have seen and heard and learned—we find ourselves more fully understanding and appreciating my friend’s observation about regeneration and all that it implies, for regeneration is among the most important and fulfilling obligations we have. To those we serve. To those we admire. And to ourselves.

ASTD International Conference 2012: Cliff Atkinson, the Backchannel, and Many Happy Returns

I already had quite a few friends and colleagues in the world of training-teaching-learning a couple of weeks ago. Now the social fabric that sustains me has grown quite substantially. Let’s credit the backchannel for this change. Then think about what that backchannel could mean to you and all you serve.

Seeing dynamically interactive online extensions of the American Society for Training & Development (ASTD) 2012 International Conference & Exposition Twitter backchannel in the week since the conference ended provides all of us with yet another example of how blended the world has become for trainer-teacher-learners. How quickly we are informally and quite naturally developing the sort of blended onsite-online social learning center/fourth places colleagues and I have been exploring. And how the interactions we have at conferences no longer start and end with physical onsite arrivals and departure.

As is the case with any form of effective training-teaching-learning, those conference interactions flourish through planning before the learning event/conference begins (someone has to create the Twitter hashtag that draws us all together); active participation during the event (the more you give, the more you receive); and sustainable long-term attention that continues far beyond the days a learning opportunity/conference brings us all together (following and contributing to the backchannel after the conference ends keeps this virtual social learning center alive and vibrant).

And discovering Cliff Atkinson’s The Backchannel: How Audiences Are Using Twitter and Social Media and Changing Presentations Forever as I was beginning to resurface a bit from the ASTD conference backchannel (#ASTD2012) a few days ago tells me that the best is yet to come in terms of where backchannels deliver on the promises they are offering.

An effective backchannel, as I wrote in an earlier article, works at many levels. It connects those who might otherwise be separated by the smallest as well as the largest of physical distances. It fosters a form of  mobile learning (m-learning) in that what we’re learning is disseminated to an even larger group of learners. It is increasingly providing a delightfully accessible tool that can as easily facilitate and augment the learning process in academic settings as it can in workplace learning and performance (staff training) endeavors.

On the other hand, it carries the potential to completely disrupt a presenter-teacher-trainer’s presentation. This is where Atkinson’s book on the backchannel comes into play invaluably. A guide every bit as appealing and potentially influential in the world of backchannel learning as his Beyond Bullet Points remains for onsite-online presentations, The Backchannel entices us into the subject immediately through a chapter carrying the title “Why Are You Calling Me a #@*% on Twitter?” and helps us see how a tweeter with a large following (nearly 15,000 people as I’m writing this) and a well-known presenter clashed quite publicly when the presenter saw the tweeter’s note with her derogatory remark about him. (For the record, she called him “a total dick,” and he decided to confront her face-to-face, while the presentation was still underway, by asking “What…what is my dickiness?”)

If you already sense that Atkinson’s mastery of storytelling and training is a wonderful talent to see in action, you’re well on the way to understanding that his book has something for each of us regardless of whether we’re new to the backchannel or already fairly comfortable in that rapidly-flowing stream of words and thoughts and resources. He shows us how to join a backchannel. Entertainingly reviews the rewards and risks of backchannel engagement with copious amounts of screenshots to lead us down that path. Offers presentation tips to make us more effective in our use of Twitter and its backchannels. And leads us through the process of effectively dealing with those dreaded-yet-inevitable moments when a backchannel becomes dangerous.

By the time we finish racing through this book and absorbing what we can—I suspect I’ll be rereading this one at least a few times— we’re far more comfortable with and appreciative of all that backchannels offer, and much more aware of how to be effective and civil members of the Twitterverse and its various interconnected streams. We’re richer for having explored and reflected upon the online resources supporting the book, e.g., his “Negotiating a Backchannel Agreement.” And we’re appreciative for what our own levels of involvement in backchannels returns to us.

Through the #ASTD2012 backchannel and subsequent online interactions including the #lrnchat session on May 17, 2012 , I came away from a conference with 9,000 attendees much richer at a deeply personal and professional level than I was two weeks ago. Through their confrontation and subsequent discussion, the tweeter and the presenter in Atkinson’s book walked away with their differences resolved. And you—yes, you—may end up finding your own rewards and satisfactions there the moment you are prepared to take the plunge into the backchannel/The Backchannel.

ASTD International Conference 2012: M-Learning, M-Conferencing, and Expanding Social Learning Centers

Let’s temporarily set aside the debates about whether mobile learning (m-learning) is up-and-coming or already here and focus on a different part of the equation: learning through m-conferencing (which, as we’ll see, provides an immersive and tremendously rewarding form of m-learning).

Attending Good to Great  and Great by Choice: Uncertainty, Chaos, and Luck—Why Some Thrive Despite Them All author Jim Collins’s keynote address last week at the American Society for Training & Development (ASTD) 2012 International Conference & Exposition in Denver, I was viscerally struck by how seamless our onsite-online interactions have become.

Even before Collins began speaking early Monday morning to an audience of thousands of conference attendees in one of those cavernous, impersonal auditoriums that is designed to focus attention on the stage to the exclusion of all that is occurring around us, those of us with laptops, smartphones, and tablets were using a Twitter backchannel (#ASTD2012) to begin documenting what was happening—for ourselves as well as for colleagues who couldn’t be present for the onsite presentation.

When Collins began speaking, we tweeted out the highlights as we saw them. And one obvious sign that m-learning via m-conferencing is already firmly in place—at least with ASTD members—came when we realized that we were a large enough group to overload the superb wireless connections and 3G/4G networks to which we had access. Even though the Twitter feed was somewhat slow and clunky—at times even completely frozen because so many of us were trying to tweet at the same time—we somehow managed levels of engagement unimaginable even two or three years ago. As we were tweeting out our bite-sized notes and attempting to keep up with Collins’s completely engaging presentation, we also had the much-desired learner’s reinforcement of seeing other tweets that captured thoughts we otherwise would not have noticed.

In the act of retweeting those items we ourselves initially missed, a couple of amazing things happened. Each of us was able to create a more complete record of what was happening than any of us could have done on our own without simply recording the entire event. And many of us overcame the physical limitations enforced by seating arrangements in a setting so largely overwhelming; we were able to interact with each other in the moment and much later.

By attending, tweeting, and interacting at that level, what we found and continue to find is that a community of learning otherwise impossible to develop comes to life virtually on its own. Seeing other tweeters’ comments made me aware of their presence. And through the serendipity that often comes with attendance at large conferences, I found myself unintentionally and quite gratefully making face-to-face connections with those I somewhat impersonally encountered through that blended onsite-online social learning center that Twitter, tweeting, and mobile devices combined to helped create.

Because many of us who were tweeting and retweeting became curious about those tweeters we hadn’t formally met face to face, we began asking well-connected colleagues to help us identify each other. The payoff—as is often the case when social media tools are used effectively and judiciously—was magnificent. In a couple of cases, colleagues helped identify fellow tweeters who were sitting in sessions I was attending so that face-to-face connections became possible. But in an experience that is increasingly becoming common, I also gleefully found myself at small receptions and even a small dinner where those whose tweets I had been following were also present and available to extend the overall conference conversations.

That certainly doesn’t seem like such a big deal for those who have been at large conferences or using social media tools since the beginning of time. But the fact that this sort of unexpected meeting could occur at a conference with 9,000 participants who are connected through their mobile devices is as visceral an example as we’re going to see about how much the world has changed. How the old concept of “six degrees of separation” has quickly been reduced to nearly “no degrees of separation” in our highly connected world. How accessible our means of communication and our tech tools have made us.  And how effectively this form of m-conferencing leads us right back to m-learning as we learn from each other in the moment. And beyond.

Next: Cliff Atkinson on the Backchannel