#oclmooc, Connected Courses MOOC (#ccourses), and ATD Chapter Leaders: How Big Is the Room?

A recent week-long trip to spend time with Association for Talent Development (ATD) colleagues and other friends in the Washington, D.C. area provided yet another reminder of how seamlessly interwoven our blended (onsite-online) communities have become. Walls are permeable. Distances become negligible. And connections—and connected learning—are abundant in many parts of the world.

The “Perfect Blend: Seamlessly Serving [Chapter] Members Onsite and Online” session I designed and co-presented with New Media Consortium colleague Samantha Adams Becker and Larry Straining (serving as our tweet-stream manager) at the 2014 ATD Chapter Leaders Conference was designed to demonstrate how well-blended we all are becoming through training-teaching-learning. What it really did for me, at a personal level, was serve as a central example of a weeklong intensive immersion in pushing the envelope of what the combination of people and easy-to-use tech tools can produce.

What made “Perfect Blend” work for so many of us was the onsite interactions my colleagues and I had with Samantha, who participated in the session, from her home in the Chicago area, via a Google Hangout. Samantha and I had successfully engaged in this level of interaction with other ATD colleagues several times, so the gist of what she, Larry, and I were attempting to convey was that tools such as Hangouts and Twitter, when used effectively, make it possible for us to feel as if we’re physically in the same space with people who are actually hundreds or thousands of miles away. It’s telepresence without the associated high price tag. And, once again, it worked very well as we quickly jettisoned the formal presentation we had prepared and simply engaged with our colleagues face-to-face, via the Hangout, and via the Twitter stream that Larry so masterfully managed during the hour-long session. As the session came to an end, we knew that we had effectively answered a question I asked at the beginning of the hour (“how big is this room?”) with the obvious answer: our room—our learning space—is as big as our use of technology makes it—700 miles wide if we consider the distance between Chicago (where Samantha was sitting) and the Washington, D.C. area, where most of us were participating. Or a couple of thousand miles wide if we consider some of the interactions we had via Twitter with others during and after the formal session.

It was clear to everyone that, as we said during the session, we (trainer-teacher-learners) are social people who are frequently drawn together in social situations, so we’re becoming increasingly comfortable with our ability to socialize while we learn onsite and online. It’s equally clear that the technology we’re exploring allows us to create social learning spaces that are variations on the Third Place that Ray Oldenburg first described in 1989 in his book The Great Good Place. It’s very much a part of what we see through our interactions within connectivist massive open online courses (MOOCs) such as the Open and Connected Learning MOOC (#oclmooc), the Connected Courses MOOC (#ccourses), the Educational Technology & Media MOOC (#etmooc), and the Exploring Personal Learning Networks MOOC (#xplrpln). It’s also very much a part of a world where connections overlap with connections that, in turn, overlap with other connections.

And that’s what I saw throughout the week. The conversations during the “Perfect Blend” session were interwoven with face-to-face and online exchanges in the days preceding and following that learning opportunity. Some were with ATD colleagues; others were with my #oclmooc and #ccourses colleagues. They even carried over, via the conference backchannel, into exchanges with training-teaching-learning colleagues who were completely unfamiliar with the ATD Chapter Leaders Conference, but entered the conversations a bit and interacted directly with each other without any previous face-to-face or online contact by retweeting comments from the conference and offering their own observations about the various topics we were discussing. They extended further as I had brief exchanges with learners in the “Rethinking Library Instruction: Libraries as Social Learning Centers” I’m currently facilitating for the American Library Association, and carried some of those learners’ thoughts back to my ATD Chapter Leaders Conference colleagues.

But it didn’t stop there. After the conference ended and after I had a couple of days to relax in our nation’s capital while continuing to interact with various members of my overlapping communities of learning, I saw one additional enlargement of the room: I was able to interact, from 37,000 feet above our planet, with #oclmooc colleagues in a live session that connected my cross-country flight with trainer-teacher-learners in Alberta (Canada) and several places throughout the United States.

So I return to the expansive question—how big is our room?—and see, as I shared with many of those colleagues, that the room is as big as we and our technology can make it. Cross-country. International. And even above the planet. Which makes our social learning space a wonderfully large and magnificent place to be.

N.B.: This is the eleventh in a series of posts documenting connected learning through #ccourses and #oclmooc.

From ASTD to ATD: Naming Opportunities

Being virtually present earlier this week at the formal announcement that the American Society for Training & Development (ASTD) is immediately beginning a year-long process of transforming itself into the Association for Talent Development (ATD) provided, in many ways, a stunningly positive view of how a well-managed branding campaign rolls out.

Association managers including President and CEO Tony Bingham used the presence of approximately 9,000 association members at the 2014 International Conference & Exposition (ICE) to build excitement throughout the day with notifications that were also disseminated on the conference backchannel feed. He and his colleagues, furthermore, also took the much-appreciated step of arranging for the announcement to be available via live online streaming for those of us who could not be at the conference. Joining the backchannel discussion via Twitter as I watched and listened to the announcement online gave me the sense that I was there, with colleagues, sharing and reacting to the changing of the name. The backchannel exchanges gave the impression that initial reaction was fairly positive, although—not surprisingly—there were also questions and concerns expressed onsite and online during and after a brief question-and-answer period; many colleagues were acknowledging and applauding the direction the name-change implied; onsite vendors with space in the exhibits hall posted congratulations; and Chief Learning Officer was quickly among the first to spread the news throughout the industry it serves.

Even more interesting as an example of how to take advantage of the opportunities inherent in renaming a dynamic 70-year-old membership organization with an international clientele was what conference attendees saw upon returning to the conference site the following morning:all conference signage had been changed overnight to reflect the change of name; viewing even a few of the numerous photographs posted online via Twitter suggested the magnitude of planning and execution that went into making the transition real and immediate. And the online transformation was equally obvious: the ASTD website had a new graphic displaying the old and new logos side-by-side; chapter leaders had immediate access to new individual chapter logos so they could begin using them as soon as they are ready to do their part in making the year-long transition successful; and the transition webpage had plenty of background material for those curious about the process and the repercussions.

So the obvious next step was for ATD members themselves to absorb and further respond to all the change implies—both in terms of opportunities accepted and opportunities missed. For anyone interested in how managers and members in any association interact or don’t interact, reading Tricia Ransom’s online open letter to Tony and the organization’s board of directors is instructive. She includes a confirmation that she likes the new logo and that she is more positive than negative about the new name. But at the heart of her letter is a concise summary of why she feels left out of a decision in which she very much wanted—and felt entitled—to be included: “You said that you’ve spoken with countless CEOs and other leaders who recognize our efforts and how important our field is. You highlighted three executives, Senior Vice Presidents and higher, to tout the change. You emphasized the fact that you kept this change a secret for 2.5 years. Listen now to the voices of the tens of thousands of us who will never be an executive. Listen to the vast majority of the organization you lead. Listen to the people you are supposed to serve. We wanted to take this journey of change with you. You denied us. Why? We wanted to share our ideas, thoughts and suggestions about how we can grow. You denied us. Why? We have opinions to share with you. You never asked us. Why?…You don’t have to implement our choices, but at least ask.”

Reading Tricia’s note made me once again compare and contrast two membership organizations which I adore and which I consistently strongly support—ATD and the American Library Association (ALA)—because they have a lot in common. Both are large, well-run organizations with members in many countries. Both have a long history rich both in tradition and innovation to serve their members’ needs. Both work with people playing a strong role in training-teaching-learning. Both fulfill an impressive educational role by producing books, magazines, webinars, and other resources including first-rate conferences to support their members’ lifelong efforts to professionally serve their constituents. And both offer opportunities for volunteer engagement.

What is consistently different about the two, however—and what I believe is a core element of what Tricia is expressing—is that ASTD has, at least in the years I’ve been involved, tended to make huge decisions that leave members (correctly or incorrectly) with the impression that they were not part of the decision-making process. I repeatedly hear trusted and cherished ASTD colleagues express the theory that there are two ASTDs: one run by association managers rather than practitioners (which unfairly ignores how much Tony has done to consistently serve as a thought leader in our industry and how inspiring he is as a public speaker) and a second comprised of the practitioners themselves. Exploring this with an ALA staff member a few years ago, I was surprised by an insightful question he asked: how many volunteer opportunities does ASTD offer in comparison to what ALA offers? And my answer was “significantly fewer.” One of ASTD’s strengths is the streamlined nature of the organization; it doesn’t have the absolutely labyrinthine structure of committees, divisions, and round tables that sometimes absolutely drive ALA members to distraction. But, as my ALA colleague noted, it also doesn’t have the thousands of volunteer opportunities that come with the large number of committees, divisions, and round tables. We simply can’t be members of ALA without knowing that there are abundant opportunities to engage and participate in the decision-making process in ways that are custom-made for our numerous and varied roles in that industry.

Moving from Tricia’s open letter to a blog post by Clark Quinn, I found a wonderful exploration of a second theme consistent among those who are—at least initially—less than enamored of the new name for the organization: “To me, Talent Development is focused only on developing people instead of facilitating overall organization performance. And I think that’s falling short of the opportunity, and the need. Don’t get me wrong, I laud that ASTD made a change, and I think Talent Development is a good thing. Yet I think that our role can and should be more. I wish they’d thought a little broader, and covered all of the potential contribution[s].”

What Clark notes is something with which many of us in ATD and ALA—managers and members alike—struggle: finding terminology that accurately, concisely, and inspirationally captures all of what we do; I believe, because of the breadth, scope, and depth of our contributions to the communities we serve, that it’s ultimately a fruitless endeavor that will never produce a completely satisfying result. My own less-than-adequate term in the ASTD/ATD context for the past several years has been “training-teaching-learning” since I believe those are three core elements I consistently observe in the colleagues I most respect. But what Clark’s note suggests is that there is still a hole, and he concludes with this observation: “I just wonder who’s going to fill the gaps.”

To myself, to Clark, and to all my colleagues who are wonderful enough to passionately engage in and contribute to the work of our associations, I suggest that it is all of us who are going to fill the gaps. And not just by spending time trying to find the perfect name; ASTD was a far-from-perfect name, but somehow inspired results that contributed magnificently to the communities we serve. But by continuing to do what we do best: facilitating learning opportunities that serve the numerous workplace and lifelong learning/professional development/talent development needs of the individuals, organizations, and communities who rely on us to help “create a world that works better.”

N.B.: Additional thoughts on the change have been posted by ASTD staff, Tony Bingham, Jay Cross,  David Kelly, Alan Montague,  Marc Rosenberg, and others.

ASTD International Conference 2014: Connectivity, Learning, Augmented (Emotional) Reality, and Phoning It In

As the Association for Talent Development (ATD)/American Society for Training & Development (ASTD) 2014 International Conference & Exposition) reached its conclusion this afternoon, I couldn’t help but think about how much I forced myself to learn from it—by not being physically there.

I thought I had pretty much drained the learning pool over the past few days by experimenting with virtual participation via social media tools and the conference backchannel. My own increasingly-immersive participation over the past few days had included interactions with onsite and offsite colleagues extending across Twitter, Facebook, LinkedIn, and blog posts. I had even watched and tweeted a live online broadcast that made me feel present yesterday afternoon at the formal announcement that ASTD was officially transformed, at that moment, into ATD after 70 years of successful operation as a first-rate training-teaching-learning organization; the experience became more visceral this morning when onsite attendees used Twitter to share numerous photographs documenting that all conference signage had been changed overnight to reflect the change of name.

But it didn’t occur to me, until this morning, that I had overlooked the use of one more piece of technology—one so familiar that I had completely overlooked it. The moment of revelation and experimentation came when I was again reading and reacting to tweets from the conference. Among the flood of messages was one from Walt Hansmann, a long-time ASTD friend and colleague with whom I’ve presented, brainstormed, learned, dined, laughed, and groused countless times. (In fact, it was through Walt that I met Larry Straining, whose Facebook posting a week ago sent me down the path of more creatively and intensely experimenting with learning through virtual-conference attendance; ATD/ASTD really has been and continues to be pivotal in helping me understand what a small world we all inhabit and serve.) So there was Walt, tweeting about the fact that he was already wearing a new ATD pin while I was on the other side of the country thinking, “If I was there, I’d be wearing one of those, too.” And then it dawned on me: all I needed to do was try to reach him on his cell phone. Which I did. And the ensuing conversation led to his assurance that one of those pins would work its way across the United States and into my hands sooner than later.

That combination of tweeting and calling may have produced the virtual-conference-attendance equivalent of the joys and rewards of meeting and learning from each other in conference hallways. More importantly in terms of the virtual-conference experiment, the call carried us back into cross-platform conference participation as he immediately posted a tweet (“@paulsignorelli @trainersleaders may not be @ #astd2014 physically, but he is sharing via SoMe [social media] and just called to touch base!”) while I was tweeting my own response to the phone conversation: “Oh, technology, with all your lovely variations: just briefly joined @WaltHansmann at #ASTD2014—via a phone call. #NoLongerLeftBehind.” I was also, at the same time, responding to another tweet suggesting that Dan Steer’s tweets had made the tweeter sorry to have missed the conference—to which I responded, “made me feel closer to it.” We closed the circle on that conversation when Dan himself—whom I’ve never met face to face—used the “favorite” option on Twitter to acknowledge my appreciation for all he had done to carry the conference far beyond the physical site of the conference.

This exploration of how we might more creatively incorporate the use of social media tools into learning opportunities benefitted from a wonderful combination of resources. The fact that many ATD members are adept at synthesizing content via backchannel interactions on Twitter is an essential starting point; they were the portal to the conference for me and for others who were attending from a (physical) distance. ATD’s first-rate conference app made it possible to monitor the conference schedule and access some presenters’ conference materials; that helped me see and understand what others were reacting to onsite. Having a tablet meant I could turn this into a mobile-learning/mobile-conferencing experience at times by following the backchannel feed even while I was using public transportation here in San Francisco to move from appointment to appointment when I wasn’t at home using a desktop/laptop combination. And the encouragement of training-teaching-learning colleagues provided what a successful learner needs: a great community of learning and engaged personal learning network that supports the learner’s process and explorations.

There was a time, for me, when having that stimulatingly immersive experience face-to-face with conference colleagues—call it “conference high” for lack of a better term—concluded with a sense of melancholy that came from knowing I was about to leave them and wouldn’t see them again for anywhere from six to twelve months—until we were reunited for the next intensely inspiring set of learning interactions that we found through our shared conference experiences. The bouts of melancholy diminished noticeably over the past few years when it became obvious that we would be “seeing” each other far more often through our shared use of social media tools, conference calls, and interactions via Skype and Google Hangouts. But I found a different, yet parallel, sense of melancholy setting in this afternoon for the first time as we said our virtual good-byes. And I realized that it wasn’t just the coming and going of friends who interact, then are apart for considerable periods of time, that used to cause that melancholy. It’s the fact that a well-run conference or any other sort of convocation is, in and of itself, the catalyst—a special meeting of friends and colleagues to creatively explore, at a very human level, what is important to all of us; it’s a form of augmented reality that might best be described as “augmented intellectual and emotional reality.” It deepens the emotional connections that draw us together. It ignites all that is most worth cultivating within each of us. And it reminds us that without those shared community-building moments of engagement regardless of whether they are onsite or online, we would be far less than what we are.

N.B. — This is the third of three interrelated articles inspired by the ASTD/ATD 2014 International Conference & Exposition in Washington, D.C. For two additional views of the virtual conference attendance experience, please see Kent Brooks’ Twitter Activity at #ASTD2014 Through Monday May 5 [2014] and Michelle Ockers’ My #ASTD2014 Backchannel Experience.

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.

Employee Learning Week: ASTD, Champions, and Results to Celebrate

What’s learning worth? Quite a bit, as we see when we look to our ASTD (American Society for Training & Development) South Florida Chapter colleagues’ Champions of Learning event scheduled as part of ASTD’s nationwide celebration of Employee Learning Week (currently underway, from December 5-9).

An ASTD State of the Industry report shows that U.S. organizations spent $125 billion on employee learning and development as recently as two years ago, and organizations to be honored by South Florida Chapter members at their event on December 8 show another side of the coin: learning initiatives save significant amounts of money as well as push companies well past their own earning projections.

Starting from the premise that this is a week to highlight the strong connections between learning and producing positive results within organizations, South Florida Chapter members invited businesses, nonprofit organizations, and government agencies to submit descriptions of their learning successes with an eye toward impact on the organization, people, business results, and/or community. They also encouraged submissions that took creativity and relevance of the programs into consideration.

Those of us who served on the committee to judge the entries this year found plenty of lessons worth sharing. The companies and organizations, for example, shared a commitment to creating communities of learning. They connect personal development of employees to better business results, and evaluate these workplace learning and performance efforts to see how they can be improved to better serve their learners. And they take a creatively dynamic approach that sometimes includes a sense of playfulness but never loses sight of documenting serious results.

The specific stories bring this to a very human and inspiring level. The Broward County Public Schools Human Resource Developing eight-member training team serves its 20,000 participants through a program that results in learners enacting new strategies on the job. The City of Tamarac sought collaborative partners to produce learning opportunities it could not have produced by itself. The Institute of Organization Development makes a real difference, through its certification program for organization development professionals, by producing a program that helps more than 70 percent of its graduates achieve significant career boosts. Jarden Consumer Solutions and Titan America used corporate mergers as the starting point for innovative workplace learning and performance endeavors that have produced positive business results at a multinational level. Two Office Depot projects stand out as great examples of how learning is connected to business results—one that gives employees improved e-learning offerings and one that fosters growth among “high potential directors.” Santovenia Adult Day Care, Inc. takes a wonderfully playful approach—laughter yoga—to reducing stress among employees in a very stressful and challenging work environment.

In a set of endeavors that is consistently appealing and wide-ranging in approach, it’s hard to single out any one project as being better than others. The trainer-teacher-learner in me, however, was particularly enamored of the Home Depot project to upgrade its e-learning offerings by engaging learners through shorter, more dynamic sessions. To achieve their goal, the trainers themselves had to play the role of leaners: they couldn’t proceed with the project until they had explored and learned about a variety of tools they could incorporate into producing the lessons; they also had to learn how to better connect with their learners so they could “give them the tools, information and skills they needed to be successful on the job.” The task was completed with the best of instructional design models clearly in mind: defining a need, doing research to determine what technology would be most appropriate and affordable, designing interactive learning opportunities, using a variety of tools (video, music, audio, and clickable tabs) to produce something fun, interesting, and engaging, and evaluating the results. The payoff is a workplace learning and performance effort that saves time for employees through those shorter, more focused learning opportunities; produced payroll expense savings of $100,000; and provided “a dramatic reduction” in time spent on trouble-shooting issues.

It’s equally worth noting that the result of Jarden Consumer Solutions’ project, after 10 years of efforts, is “our organization has achieved outstanding results by exceeding forecasts” year after year; the City of Tamarac’s “Supervision in Government, in operation for more than eight years and involving collaboration among a variety of agencies in South Florida, is breathtakingly spectacular for its vision and its longevity; and Santovenia Adult Day Care’s laughter yoga leaves learners feeling more confident and positive at work, and leaves customers reporting greater levels of satisfaction than were previously documented.

Which should, of course make all of us smile as we celebrate learning successes this week with the champions who produce them around the world.

Resume/CV

Paul Signorelli
1032 Irving, #514
San Francisco, CA 94122
E-mail: paul@paulsignorelli.com

LinkedIn Profile: https://www.linkedin.com/in/paulsignorelli/

Overview

Photo by Dennis L. Maness, taken on the Hidden Garden Steps

Opportunity is at the heart of all I do in writing and learning—the opportunity to work more effectively and collaboratively, and to produce results that are meaningful to learners, to organizations, and to the customers/clients/communities we ultimately serve.

I collaborate with clients and colleagues in higher education and other learning environments to produce engaged, motivated, productive learners and partners. I see learning and collaboration as a process rather than solely as an event. I want to make a positive difference in our workplaces and within our extended onsite and online communities. I want to be sure that our learning efforts and the way we work within our communities are collaborative, learner-centric, results-driven, and designed to extend well beyond the physical and virtual learning spaces we create.

I work with you to nurture these results through highly-interactive presentations and facilitated learning sessions designed to respond to the specific challenges you are facing.

Education

University of North Texas, MLIS
Golden Gate University, M.A., Arts Administration
UCLA, B.A., Political Science

Skill sets:

• Writing
• Facilitating group discussions face-to-face and online to produce positive strategic outcomes
• Public speaking (with a strong focus on high levels of interaction with audiences)
• Program management
• Collaboratively designing and implementing innovative, effective workplace learning and performance (training) projects and programs onsite, online, and in blended environments at the national, regional, and local levels
• Creating and nurturing sustainable face-to-face, online, and blended communities of learning, collaborations, and partnerships
• Leadership on boards, committees, programs, and projects
• Online research to track future-thinking ed-tech, social media, and lifelong learning trends
• Entrepreneurship that connects a variety of stakeholders to produce positive, concrete results
• Marketing and public relations
• Strategic planning
• Fundraising
• Quickly absorbing new information to keep up with developments in educational and workplace technology

Publication (Partial List)

Books

Change the World Using Social Media (January 2021, Rowman & Littlefield), a story-driven exploration of how activists incorporate social media into their small-, medium-, and large-scale efforts to produce positive change in their communities

Workplace Learning & Leadership, a staff training guide co-written with Lori Reed for ALA Editions to highlight examples of trainers as successful leaders within their organizations (April 2011)

Also:

*Contributor to 101 More Ways to Make Training Active (Elaine Biech, editor; April 2015)

*Contributor (“Infinite Learning,” a chapter on fostering lifelong learning through libraries) to Information Services Today: An Introduction (Sandra Hirsh, editor; March 2015)

*Contributor to The Book of Road-Tested Activities (Elaine Biech, editor; May 2011); online excerpts available

*Editorial Board Member for 2^nd edition of Sandra Hirch’s Information Services Today: An Introduction

 

Blog Postings

Building Creative Bridges (articles on training, learning, technology, collaboration, activism/advocacy, and innovation)

ShapingEDU blog (regular contributor providing articles on lifelong learning, innovation, and broadband access)

American Libraries Magazine blog (occasional guest contributor providing articles on learning, technology, innovation, and libraries for this group blog)

ATD Learning Technologies blog (occasional guest contributor providing articles on learning, staff training, technology, and innovation for this group blog)

Book Reviews

“Abandoned in the Wasteland,” Minow & Lamay, SF Review of Books (10&11/1995)

“AI: Mind-MELDS With Our Learners and Our Machines,” ATD blog (2/7/2019)

“The Craft of Research,” Wayne C. Booth and others, SF Guardian (5/1996)

“Get Lucky,” Thor Muller and Lane Becker, ASTD’s Learning Circuits (online) (8/7/2012)

“The Hindenburg Crashes Nightly,” Greg Hrbek, SF Chronicle (10/31/1999)

“Hullabaloo in the Guava Orchard,” Kiran Desai, SF Bay Guardian (9/1998)

“LibraryThing” List of Books on Training, Creativity, Collaboration, and Other Topics

(Includes Ratings and Reviews), updated regularly

“Myth Buster: Debunking What Otherwise Might Lead Us and Our Learners Astray,” ATD blog (8/7/2018)

“The Business of Speaking for a Living,” ATD Blog (1/17/2019)

“The Life of God (As Told by Himself),” Franco Ferrucci, SF Bay Guardian (11/1996)
“The Silent Duchess,” Dacia Maraini, SF Bay Guardian (11/1998)

“Thinking, Fast and Slow,” Daniel Kahneman, ASTD’s Learning Circuits (online) (7/16/2012)

“Unlearning What We Think We Know to Inspire Successful Learning,” ATD’s Science of Learning blog (online) (12/30/2015)

“Us+Them: Tapping the Positive Power of Difference“, Todd Pittinksy, ASTD’s Learning Circuits (online) (11/21/2012)

Print and Online Articles

“Adult Learning: When Miracles Happen,” ALA-APA Library Worklife Newsletter (5/2010)

“Are You Following Me?” (with Lori Reed), American Libraries (11/2008)

“Artificial Intelligence: Transforming the Nature of Work, Learning, and Learning to Work,” Top of Mind blog, The Tambellini Group (August 21, 2018)

“Be Ready for the Learning Space of the Future,” ATD Learning Technologies blog (8/14/2014)

“Books, Technology, and Learning: Looking at the Past to See Our Future (MOOCs as Textbooks),”New Media Consortium blog (6/11/2014)

“Breaching the Language Barrier: Literature in Translation,” SF Bay Guardian (5/1997)

“Collaboration Leads Way in ALA Editions’ Social Media Basics Course,” ASTD’s Learning Circuits (online) (10/15/2012)

“EdTech Continuous Change and Innovation: Nesting With Black Swans,” New Media Consortium blog (7/22/2015)

“E-Learning: The Product of a Risk Is a Lesson,” American Libraries online (2/15/2011)

“Fighting for Arts Education,” Teaching Theater (Summer 1991)

“Mixing and Extending Reality: EdTech Options in Higher Education,” Top of Mind blog, The Tambellini Group (12/11/2019)

“Professional Growth Through Learning Communities,” (with Lori Reed), American Libraries (5/2011)

“Imagine, Creativity, and Communities of Practice,” ASTD’s Learning Circuits (online) 6/6/2012

“Open Innovations: #etmooc, Connected Learning, and ‘MOOChorts’ of Lifelong Learners,” New Media Consortium blog (9/30/2014)

“Remodeling on a Budget,” American Libraries online (4/2010)

“Revolutionizing e-Learning: Innovation through Social Networking Tools,”
Learning Solutions Magazine (10/12/2009)
“Skype as Conference Tool,” American Libraries (5/2008)
“Skype Me: When Learning Is Just a Call Away”

Learning Solutions Magazine (2/28/2011)

“Technology, Road Rage, and Customer Service” (with Maurice Coleman),

WebJunction online (11/22/2010)

“10 Tips for Incorporating Ed-Tech Into Your Own Development,” ATD Learning Technologies blog (3/23/2016)

“The 2010 Horizon Report: What Learners Look to Us to Learn,”

Learning Solutions Magazine (3/5/2010)

“The 2011 Horizon Report: Keeping Up with Learners and Technology”
Learning Solutions Magazine, (3/16/2011)

“Up and Out of Your Seats: Engage Learners Through Movement to Produce Tangible Results,” TD Magazine (11/18)

“What Makes a cMOOC Community Endure? Multiple Perspectives From Diverse cMOOCs,” Educational Media International. Routledge. (6/19/2015)

“When (Big) Data Changes the Way We View Our World: A Brief Case Study,” New Media Consortium blog, (9/11/2014)

Writing Workshops/Conferences Attended

Squaw Valley Community of Writers’ Conference (2001)
Margo Perin’s two-week writing workshop in Vagliagli, Italy (1999)
Novelist Molly Giles’ one-day writing workshop in Marin (1996)
Part of a six-member writing group in San Francisco (1995-98)
Novelist Anne Lamott’s weekly writing workshop in Marin (1995)

Professional Experience:

Writer, Trainer/Educator, Presenter, Project Manager, Consultant
2007 – present

California Library Association—Project Manager, Statewide Advocacy Training Program (December 2019-)
Consultant/Project Manager – Contract
Working with California Library Association to develop a statewide training program for library staff members interested in honing their skills as advocates on behalf of libraries throughout the state

ShapingEDU (2018 – present)
Facilitator/Committee Co-chair
Serving as “co-mayor” of a ShapingEDU committee seeking to strengthen connections between higher education and employers on behalf of students; also, one of three Storytellers in Residence (July 2020 – June 2021)

ALA TechSource/ALA Editions, ATD, PCI Webinars, and Others (September 2010– ongoing)
Writer/Trainer/Presenter/Consultant – Contract
Designing/delivering/facilitating onsite and online courses, workshops, and highly-interactive keynote presentations on a variety of topics
Subjects include “Artificial Intelligence in Learning,” “AR/VR/XR in Learning,” “Developing Community Partnerships,” “Incorporating Technology into Your Workplace,” “The Future of Libraries,” “Rethinking Social Media,” “Rethinking Digital Literacy,” “Rethinking (Library) Instruction,” “Working With Difficult Customers,” and “Nonprofit Management Basics”
Environments: Adobe Connect, Moodle, Zoom, Google Hangouts, Skype, PowerPoint, WebEx, Word, and others

American Library Association (2011 – 2018)
Project Management – Contract
Worked with ALA staff to recruit, orient, place, and coordinate onsite volunteers for the Association’s annual conferences in cities throughout the United States

OCLMOOC (Open and Connected Learning Massive Open Online Course (2014)
Instructional Design and Online Course Facilitation – Volunteer
Worked with Canadian and Australian colleagues from the ground-breaking Educational Technology & Media MOOC to design, produce, and facilitate this connectivist MOOC for educators interesting in learning about learning in online environments; more information at https://oclmooc.wordpress.com/about-oclmooc/.

Hidden Garden Steps Project (January 2010 – December 2013)
Founder/Co-chair – Community-based Volunteer Project
Was involved in every aspect of bringing this $450k effort to create a public artwork with accompanying gardens in San Francisco’s Sunset District; worked collaboratively to:

• Create and implement strategic, fundraising, and marketing plans to bring the project to a successful conclusion
• Serve as project liaison with City/County officials and employees, nonprofit organization representatives, local business representatives, individual community volunteers, and the company installing the completed mosaic
• Chair monthly meetings of organizing committee members during the four years the project was underway, and document the proceedings
• Serve as project manager working with key stakeholders during the installation of the 148-step mosaic installed on an existing City/County of San Francisco concrete staircase
• Continue to serve as one of two site stewards to help maintain the site

Hospice of Palm Beach County, Florida (August 2011– January 2012)
Training Analyst, Content Developer, and Trainer – Contract
Commute between San Francisco and West Palm Beach (FL) to:

• Help key players in the organization focus on the change-facilitation aspects of learning as much as they focused on the technology (HomeCare Homebase software and Samsung Galaxy tablets) being introduced
• Rewrite vendor’s manuals to correct errors, list learning goals and objectives so learners could see what each section offered, and create a consistent use of key learning terms to make the manuals easy for learners to use
• Create job aides that were consistent in appearance to what learners found in the manuals; these were designed to help learners quickly find concise step-by-step resources for use in the field (i.e., at the moment of need)
• Help create focused and manageable agendas for each of the workshops (more than two dozen), with strong focus on how much could be assimilated in a single learning session
• Facilitate more than 10 in-classroom instructor-led training sessions for a variety of learners (nurses, social workers, chaplains, home health aides) so they could begin using the Homecare Homebase PointCare software on Samsung Galaxy tablets during the Wave 1 roll-out of this project

Blue Shield of California (September – November 2010)
Instructional Designer – Contract
During the two-month run of this project to help employees company-wide learn what they needed to know to begin implementing the Patient Protection and Affordable Care Act:

• Co-write the first drafts for three five-minute video scripts in one day at the end of my first week onsite
• Wrote three additional scripts while helping to fine-tune the initial three scripts
• Worked with the colleague who filmed and translated those scripts into polished videos
• Translated each script into a PowerPoint presentation that was posted as a consistently branded back-up learning object for employees
• Worked with staff to create a simple online resource to help employees find the various learning objects available to them
• Supported efforts to market the learning objects to employees

Sutter VNA & Hospice (February – July 2010)
Training Specialist – Contract
Traveled throughout the San Francisco Bay Area and the Sacramento area during the course of this project to:

• Assist the client’s permanent education department staff in step-checking learning materials (manuals and job aides)
• Assist management in sessions preparing learners for the change they were about to experience while moving from paper- and laptop-centered record-keeping onto smartphones using the Homecare Homebase PointCare software
• Facilitate more than 40 in-classroom instructor-led training sessions for a variety of learners (nurses, social workers, chaplains, home health aides) so they could begin using the Homecare Homecare Homebase PointCare software on smartphones during four different four-week roll-outs of this project
• Provided one-on-one face-to-face and phone support for learners after they completed their two-week series of workshops

NorthNet Library System (April – September 2010)
Writer & Editor – Contract
Helped shape and edit the extensive (93-page) online consumer health toolkit that remains available at http://www.library.ca.gov/lds/docs/HealthToolkit.pdf)
Environment: Adobe Acrobat Pro 9, Word

LE@D (September 2009– 2011)
Writer & Instructional Designer – Contract
Writing asynchronous online courses
Completed a course on “Mentoring Basics” and mentoring webinar
Environment: Word to produce the course content before a designer translated it into the online format

Infopeople (October 2007 – May 2009)
Training Consultant – Contract
Coached and edited online webinar presenters
Wrote for training blog
Participated in initial efforts to shape and upgrade a “Master Trainer” series of courses
Assisted with marketing efforts
Environment: used PowerPoint, Word, and Excel; presenters’ webinars were via Angel and other platforms

ALA Editions, ATD Science of Learning newsletter, Rowman & Littlefield, Others (October 2007 – ongoing)
Freelance Writer – Contract
Writing Change the World Using Social Media for Rowman & Littlefield (publication projected for 2019)
Co-wrote Workplace Learning and Leadership (published by ALA Editions, April 2011)
Contributed chapter to Sandra Hirsh’s Information Services Today: An Introduction (1^st Edition) (published by Rowman & Littlefield, 2015)
Contributed two activities to Elaine Biech’s The Book of Road-Tested Activities (co-published by Pfeiffer and ASTD Press, May 2011) and one to her 101 More Ways to Make Training Active (published by John Wiley and Sons, 2015)
“Revolutionizing e-Learning: Innovation through Social Networking Tools,” e-learning Guild online publication
“Skype as a Reference Tool,” American Libraries magazine
Links to selected other published articles
Environment: Word

Personnel Analyst (Director, Volunteer Services & Staff Training)
San Francisco Public Library
1993 – 2007

1. a) As a Library Personnel Analyst (2001-2007), I served as Director of Staff Training for the entire Library system. Assisted in employee recruitment, hiring, orientation, and continuing training needs for the system’s more than 850 employees. Developed the Library’s annual training plan and oversaw the training budget. Wrote curriculum and delivered training on a variety of topics; hired instructors; developed and scheduled classes and workshops; produced a quarterly print and online training schedule listing more than 40 workshops from a variety of sources; and was an active member of the statewide Infopeople “Master Trainers” program for those managing training programs in libraries. Also worked on a variety of special Human Resources projects including preparation of a revised Employee Handbook, which included extensive material about employee health-care benefits; serving as the Library’s representative on a city-wide healthy-city initiative supported by the mayor; and serving as an ergonomic evaluator after helping shape the curriculum for an ergonomic train-the-trainer program with City Department of Public Health colleagues.
2. b) As Director of Volunteer Services (1993-2007), I designed, implemented, and managed and marketed a program which had over 150 volunteers on assignment weekly and others who were available for short-term assignments throughout the year in the Main Library and many of the 27 branch libraries in San Francisco. Participated in Human Resources Division negotiations with Library union members on issues affecting the Library Volunteer program. Developed and maintained ties with business colleagues in other libraries throughout California and in Bay Area nonprofit organizations.  Wrote, edited, and oversaw production of manuals (human resources, computer and docent training), newsletters, and other program materials. Developed and conducted orientations and training sessions. Wrote press releases and prepared monthly calendars of events for the Library system. Responsible for programming and marketing a well-attended series of author readings at the Main Library.

Environment: used Word, PowerPoint, Excel, Outlook, LotusNotes, WordPerfect

Executive Director, Teens Kick Off
In charge of management, budgeting, human resources, volunteers, financial, fundraising/grant-writing and marketing/public relations operations for this theater group in which teenagers in recovery from alcohol and drug addiction performed for other teenagers through California; program focus was peer-to-peer alcohol and drug intervention. Developed and implemented new programs to meet business needs. Worked with board of directors, maintained financial records, prepared financial reports for board review, and collaborated with a board member with human resources expertise to prepare the organization’s first personnel manual. Wrote and produced publications.

Publications Editor, San Francisco Conservatory of Music
Strong involvement in project management and assisting public relations director and admissions staff in marketing the Conservatory to a worldwide audience during a period of substantial increases in student enrollment. Wrote, edited, and oversaw production of Conservatory publications (collegiate and other department catalogs, recruitment brochures, annual reports, monthly calendar of events, and many others). Worked with designers and sometimes designed publications. Arranged for media coverage of student and faculty recitals. Was in charge of budgeting, budget supervision, and box office operations during director’s leave of absence.

Managing Editor, Prelude Magazine
Established and managed project production schedules and was in charge of human resources operations. Worked on all aspects of producing this 64-page monthly classical music and arts magazine (writing, typesetting, editing, layout and paste-up, including redesign of the magazine).

Assistant to the Director, Monterey Peninsula Museum of Art
Assisted director in screening and hiring new staff. Helped write and edit grant proposals. Involved in managing projects including selecting and implementing installation of a computer system which included the collection inventory and membership lists. Responsible for marketing and public relations operations during a period when media coverage of museum exhibitions and activities increased rapidly. Wrote press releases and cultivated media contacts. Wrote, edited, and did layout and paste-up of monthly calendar of events and Museum catalogs.

Instructor, Foreign Language Schools, Tokyo
Taught English as a Second Language courses in two large vocational schools in Japan.

Freelance Writer
Please see “Publications” section for partial listing of published writing.

Reporter/Bureau Chief, San Joaquin News Service
Wrote, edited, and photographed on a variety of topics including county government, local social issues (gangs, child abuse, problems within the San Joaquin County Housing Authority, difficulties faced by new immigrants), agricultural land-use and statewide water development issues, Sheriff’s Department activities, and general features for the three newspapers supporting this news service in California’s Central Valley.

Related Experience

Technology

Currently working extensively to explore how artificial intelligence, augmented reality, virtual reality, and mixed reality are affecting lifelong learning and current workplace operations globally; remain involved in exploring and using technology that facilitates onsite, online, and blended learning and community collaboration. Work with clients and their employees to help facilitate the positive, effective introduction of new technology into their worksites.

Languages
Have studied Italian, Japanese, French, Spanish, and a bit of Hebrew.

Professional Affiliations
ALA (American Library Association)
ATD (Association for Talent Development)
Learning Guild
PEN America
ShapingEDU (Future-facing Arizona State University-based group exploring ed-tech trends in higher education and other learning environments)

Volunteer Work
Osher Lifelong Learning Institute (OLLI) at San Francisco State University, Curriculum Development Committee (June 2019 – present)
ShapingEDU (2018 – present)
FOEcast (Future of Education Forecast), founding partner (2018)
NMC (New Media Consortium) Horizon Project advisory boards/expert panels (2010-2017)
San Francisco Parks Alliance, Parks Policy Council member, one-year term (2014)
Hidden Garden Steps, organizing committee co-chair (2010-2013); one of two site stewards (2014-present)
American Library Association: two two-year terms, including a year as committee chair, on the American Libraries Advisory Committee, and one year on the Publishing Committee
ASTD/ATD: variety of local, regional, and national positions, including Chapter President (Mt. Diablo Chapter, 2010) and member, National Advisors for Chapters (2011-2012)
Asian Art Museum, helped with public relations (six months)
National Kidney Foundation of Northern California Authors Luncheon Committee member (four years)

Presentations/Resources

Presentations/Facilitated Sessions (2019)

ALA Editions (online courses/webinars)

ATD—Association for Talent Development—International Conference & Exposition (Washington, DC)

eLearning Guild—Learning Solutions 2019 Conference and Exposition (Orlando, FL)

PCI Webinars (webinars)

ShapingEDU Second Annual Unconference (Tempe, AZ)

Presentations/Facilitated Sessions (2018)

ALA Editions (online courses/webinars)

American Library Association Ambassador Program (online and onsite orientation sessions for volunteers; New Orleans, LA)

ATD—Association for Talent Development—International Conference & Exposition (San Diego, CA)

ATD—Association for Talent Development—San Diego Chapter monthly meeting (live onsite/online blended presentation)

PCI Webinars (webinars)

Pursuitica (webinar for staff of global telecommunications company based in India)

ShapingEDU First Annual Unconference (Tempe, AZ)

SWFLN (Southwest Florida Library Network) webinars

Presentations/Facilitated Sessions (2017)

ALA Editions (online courses/webinars)

American Library Association Ambassador Program (online and onsite orientation sessions for volunteers; Chicago, IL)

ATD—Association for Talent Development—Southern California Regional Conference (Los Angeles, CA)

New Media Consortium Summer Conference (Boston, MA)

PCI Webinars (webinars)

SWFLN (Southwest Florida Library Network) Staff Development Day Keynote Speaker/Workshop Facilitator (Fort Meyers, FL)

SWFLN webinars

Presentations/Facilitated Sessions (2016)

ALA Editions (online courses/webinars)

American Library Association Ambassador Program (online and onsite orientation sessions for volunteers; Orlando, FL)

ATD—Association for Talent Development—International Conference & Exposition (Denver, CO)

ATD—Association for Talent Development—National Advisors for Chapters (webinar)

Five-County Regional Library Consortium Staff Development Day Keynote Speaker/Workshop Facilitator (King of Prussia, PA)

Mount Prospect Public Library—Staff Development Day Keynote Speaker/Workshop Facilitator (Mt. Prospect, IL)

New Media Consortium Summer Conference (Rochester, NY)

PCI Webinars (webinars)

Presentations/Facilitated Sessions (2015)

AEJMC–Association for Education in Journalism and Mass Communication–Annual Conference panel discussion member (San Francisco, CA)

ALA Editions (online sessions/courses/panel-discussion participant)

American Library Association Annual Conference/Library and Information Technology Association (San Francisco, CA)

American Library Association Ambassador Program (online and onsite orientation sessions for volunteers)

ATD—Association for Talent Development—Chapter Leaders Conference (Arlington, VA)

#etmooc—Educational Technology & Media MOOC learning community (facilitated/co-facilitated tweet chats)

KIPA—Knowledge & Information Professional Association—Conference (Denton, TX)

Library of Virginia Directors’ Meeting (Richmond, VA)

NEKLS—Northeast Kansas Library System—Innovation Day virtual presentation via Google Hangout

New Media Consortium Summer Conference (Washington, D.C.)

New Media Consortium (online panel-discussion participant)

PCI Webinars (multiple online sessions)

Saint Mary’s College of California session for faculty (Moraga, CA)

Virginia Library Association Annual Conference (Richmond, VA)

Links to Presentations & Other Resources

“Best Practices: Creating and Managing Mentoring Programs”
Tips, Sample Applications, and Resources—Updated July 2009
(PDF)

“Best Practices: Creating and Managing Volunteer Programs”
Tips and Basic Template—Updated May 2009
(PDF)

“Blend It 2015: Using Technology to Create Effective Onsite/Online Learning Spaces”

American Library Association Annual Conference Presentation (LITA) —June 2015

San Francisco

(PowerPoint Presentation)

“Building Meaningful Collaborations”
ASTD (American Society for Training & Development) Mt. Diablo Chapter—December 2008

Danville, CA
(PDF)

“Collaboration, Technology, Social Media, and Learning: The 2012 Horizon Report–Higher Education Edition”

ASTD Mount Diablo Chapter Monthly Meeting Presentation—June 19, 2012

with Samantha Adams

Danville, CA

(PowerPoint Presentation)

“Community and Collaboration in an Onsite-Online World: An Annotated Bibliography”
Updated March 19, 2013
(PDF)

“Community Collaboration: Helping Shape Our Communities”

Northeast Kansas Library System: Library Directors Institute—November 7, 2013

Valley Falls, KS

(PowerPoint Presentation)

“Community Partnerships: How to Get It Done”

ALA Editions Webinar—April 2013
(PowerPoint Presentation)

“Conflict Resolution/Difficult People:

Why Am I So Angry (And What Are You Going to Do About It?)”

Webjunction Webinar—October 2010

with Maurice Coleman
(PowerPoint Presentation)

“Connected Learning for Library Staff and Users”

PCI Webinars—November 2015
(PowerPoint Presentation)

“Continuous Change & Innovation: Developing Skills to Deal With Black Swans”

New Media Consortium Summer [ed-tech] Conference—June 2015

with Samantha Becker

Washington, D.C.

(PowerPoint Presentation)

“Cover to Cover: Redefining Books and Library Collections in Learning”

PCI Webinar—June 2014

(PowerPoint Presentation)

“Critical Thinking and Assumptions in Decision-making”
Updated April 18, 2011
(PDF)

“Designing Engaging Learning for Library Staff and Users”

PCI Webinar—October 2013

(PowerPoint Presentation)

“Developing Communities of Learning”

PCI Webinar—December 2013

(PowerPoint Presentation)

“Ed-Tech, Learning, and NMC Horizon Reports: What’s In It for Us…and Our Learners”

ATD (formerly ASTD) Golden Gate Chapter Monthly Meeting Presentation– May 15, 2015

with Samantha Adams Becker

San Francisco, CA

(PowerPoint Presentation)

“Ed-Tech Trends: Identifying and Incorporating Them Into Your Workplace”
ATD (Association for Talent Development) 2016 International Conference & Exposition — May 2016

Denver, CO

(PowerPoint Presentation)

“E-learning: Annotated Bibliography for Library Training Programs”
Updated February 23, 2011
(PDF)

“E-learning: Basics and Best Practices”
Updated July 1, 2010
(PDF)

“E-learning: Google Chat as an E-learning Tool (Transcript of a Live Session)”
Live online session held October 13, 2009, with University of Nevada, Las Vegas Journalism students
(PDF)

“E-learning: Tools, Resources, and Innovations”

Postings on Building Creative Bridges Blog

“From eLearning to Learning: A Daylong Highly-interactive Exploration”
Mount Prospect Public Library—May 2016

Mount Prospect, IL
(PowerPoint Presentation)

“From eLearning to Learning: A Daylong Highly-interactive Exploration”
Mount Prospect Public Library—May 2016

Mount Prospect, IL
(Five-part Case Study Posted on Building Creative Bridges Blog)

“From Words to Pictures: Imagery in PowerPoint Presentations”
California Library Association Annual Conference Presentation — November 2008

Long Beach, CA
(PowerPoint Presentation)

“Horizon Report for Libraries (2014)”

PCI Webinar—December 2014

(PowerPoint Presentation)

“How to Teach Online: A Beginner’s Guide”

ALA TechSource Webinar—January 2014

with Dan Freeman
(PowerPoint Presentation)

“Ignite, Interact, & Engage: Maximizing the Learning Outcome”
ALA Annual Conference Presentation—Learning Round Table

with Sharon Morris — June 2012

Anaheim, CA
(PowerPoint Presentation)

“Instant Professional Development (podcast)”
Episode 101 of Maurice Coleman’s T is for Training biweekly one-hour podcast; focuses on the use of Twitter backchannels as learning tools in conferences and expands into an exploration of how we all play the role of trainer-teacher-learner in many different parts of our lives; additional thoughts posted on Building Creative Bridges blog

June 2012

(Archived 45-minute audio-recording)

“Leadership: Trainers as Leaders–Introduction and Resource Sheet”
Updated July 1, 2010
(PDF)

“Leadership: Trainers as Leaders (Overview)”
American Library Association Presentation/Panel Discussion—Learning Round Table—June 2010
with Maurice Coleman, Sandra Smith, and Louise Whitaker

Washington, DC

(PowerPoint Presentation)

“Learning that Sticks: A Demonstration” (PowerPoint Version)
Original PowerPoint presentation with speaker notes, delivered face to face to a prospective learning client February 2013

(PowerPoint Presentation)

“Learning to Learn: Tips for Thriving in Tech Training” (Video)
This 11-minute presentation, prepared with Captivate and posted on YouTube for learners who are about to tackle any new tech tool, addresses the challenges of overcoming unfamiliarity with these tools and the need for help with the learning process itself. It is also designed to demonstrate how trainer-teacher-learners can address the challenges their learners face.

October 2013

(Captivate Video)

“Learning to Learn: Tips for Thriving in Tech Training (Summary Sheet)”

Updated October 1, 2013
(PDF)

“Libraries as Partners in Lifelong Learning”

PCI Webinar—July 2014

(PowerPoint Presentation)

“LibraryThing” List of Books on Training, Collaboration, and Other Topics

Includes Ratings and Reviews
Updated Regularly

“Lifelong Learning (Learning for the Future: Habits of Mind and Teaching Life Skills)”

Saint Mary’s College of California Faculty Workshop—November 2015

Moraga, CA

(PowerPoint Presentation)

“Making Space: Exploring Innovations in Onsite and Online Learning Spaces”

KIPA (Knowledge & Information Professional Association) 2015 Conference “Invited Talk”—March 2015

Denton, TX

(PowerPoint Presentation)

“Marketing 101: Creating the Voice of a Successful Organization”
ASTD Chapter Leader Webinar—June 2011
(PowerPoint Presentation and archived audio-recording of this one-hour live webinar)

“Mastering Online Facilitation (Part 1 of 4): Leading Engaging Meetings and Webinars”

SEFLIN Webinar—July 2014
(PowerPoint Presentation)

“Mastering Online Facilitation (Part 2 of 4): Assessing and Addressing the Need for Meetings and Webinars”

SEFLIN Webinar—August 2014
(PowerPoint Presentation)

“Mastering Online Facilitation (Part 3 of 4): Organizing, Scripting, and Preparing”

SEFLIN Webinar—August 2014
(PowerPoint Presentation)

“Mastering Online Facilitation (Part 4 of 4): Keeping Sessions Lively”

SEFLIN Webinar—August 2014
(PowerPoint Presentation)

“Memorable Meetings: Planning for Successful Encounters”
ASTD Chapter Leader Webinar—August 2016
(PowerPoint Presentation, free archived recording of the session)

“Mentors and Proteges: Creating Successful Workplace Programs: Resource List”

Prepared for the LE@D—Lifelong Education @ Desktop–program,
University of North Texas

(PDF)

“Mentoring Onsite and Online”
PCI Webinars—May 2014
(PowerPoint Presentation with Speaker Notes)

“MOOCs, Online Learning, and Higher Education”
Association for Education in Journalism and Higher Education Annual Conference Panel Discussion—August 2015

San Francisco, CA
(Storify Document—no longer available online because Storify shut down)

“Nonprofit Basics”

ASTD National Chapter Leader Conference Presentation—October 2011

with Walt Hansmann

Arlington, VA
(PowerPoint Presentation/later adapted into a webinar for ASTD)

“Perfect Blend (Creating and Facilitating Onsite/Online Meetings)”

ATD (Association for Talent Development) National Chapter Leader Conference Presentation–October 2014
(PowerPoint Presentation)

“Playing With Collaboration Tools Online”

Northeast Kansas Library System (NEKLS): Innovation Day Session—April 29, 2015

Blended Session Delivered via Google Hangouts to Onsite Audience

(PowerPoint Presentation)

“Playing With Collaboration Tools Online—Supplemental Resources”
Handout Prepared for Northeast Kansas Library System (NEKLS) Innovation Day Session—April 2015
(PDF)

“PowerPoint Best Practices for Onsite and Online Presentations”
ALA Annual Conference—CLENE Training Showcase

June 2008

Anaheim, CA
(PDF)

“Social Learning Centers” (Learning to Meet the Future: Libraries Developing Communities)
Library of Virginia Directors’ Meeting Presentation—September 2012

with Maurice Coleman

Richmond, VA

(PowerPoint Presentation)

“Social Learning Centers and Libraries”
ALA Annual Conference Presentation—Learning Round Table Presentation/Panel Discussion—June 2011

with Maurice Coleman and Buffy Hamilton

New Orleans, LA
(PowerPoint Presentation)

“Social Learning Centers: The New Fourth Place”
Computers in Libraries 2011 Conference Presentation (via Skype) —March 2011

with Maurice Coleman and Jill Hurst-Wahl

(PowerPoint Presentation)

“Social Learning Centers: Thinkers Worth Knowing”

A Visual Bibliography Prepared with Maurice Coleman—September 2012

(PDF)

“Social Media, Library Partnerships, and Collaboration: More Than a Tweet”

PCI Webinar—February 2014

(PowerPoint Presentation)

“Strategic Planning 101: Working in the Construction Zone”
ASTD Chapter Leader Webinar—March 2011
(PowerPoint Presentation)

“Technology in Face-to-Face Training”

ALA TechSource Webinar—September 2010
(PowerPoint Presentation)

“Technology in Online Training”

ALA TechSource Webinar—September 2010
(PowerPoint Presentation)

“Ten Tips for Incorporating Ed-Tech Into Your Own Development”

Article Written for ATD Learning Technologies blog and newsletter—March 2016
(Article)

“That Was Great! Now What? (Providing Learning That Is Used)”

American Library Association Annual Conference Presentation (Learning Round Table) —June 2014

Las Vegas, NV

(PowerPoint Presentation)

“Training, Teaching, and Learning 2012: State of the Industry Reports”
ASTD Sacramento Chapter Meeting Presentation—January 23, 2012

Sacramento, CA (repeated for Mount Diablo Chapter in February 2012)
(PowerPoint Presentation)

“Training-Teaching-Learning: State of the Industry (Summer 2015)”
PCI Webinars—July 2015

(PowerPoint Presentation)

“Volunters Management: Annotated Bibiliography on Using Web. 2.0 (Social Networking) Tools in Volunteer Programs”
Updated January 11, 2010
(PDF)

“Volunteer Retention 101: Thanking and Rewarding Our Supporters”

Webinar co-presented with Rick Kerner for ASTD chapter leaders—December 5, 2012

“Web Conferencing and Presentation Skills for Meetings. Trainings, and Learning Sessions”
Updated July 23, 2014
(PDF)

Professional Memberships/Affiliations

ALA (American Library Association)

ATD (Association for Talent Development)

PEN USA

ShapingEDU (Global Initiative, through Arizona State University, to reshape higher education)

Languages

Have studied Italian, French, Japanese, and Spanish

The State of America’s Libraries 2014: Libraries, Community Engagement, and Learning

Having been tremendously inspired by interactions with librarians who are community leaders in Northeast Kansas, closer to home (in Mendocino County) and elsewhere over the past few months, I’m not at all surprised to see that the 2014 edition of the American Library Association (ALA) State of America’s Libraries has a wonderful new section: “Libraries and Community Engagement.”

“America’s libraries continue to transform themselves, keeping pace with the changing economic, social, and technological aspects of American society,” those contributing to the report write at the beginning of the community engagement section. “Libraries’ deepening engagement with their communities takes many forms, from technology to education to social services, and serves many segments of the population.”

It’s not at all difficult to find plenty of documentation of the positive transformations underway in libraries and the communities in which they are increasingly integral collaborators in exploring and addressing a variety of educational and other needs: libraries as learning/social learning centers; libraries as advocates of literacy at a time when concepts of literacy themselves are evolving to reflect our needs; libraries as places where technology is explored; libraries as catalysts for change; and libraries as places where something as simple as a book discussion group can serve as a forum about community challenges.

What is at the heart of the community engagement section of the ALA report, however, are the stories.

We read about the Chattanooga Public Library’s efforts to provide “3D printers, laser cutters, sewing machines, and spaces for conducting business meetings…all things that an individual might find too expensive.” We learn about libraries across the country engaging children, through collaborations with the organization Family Place Libraries™, at critically important moments in children’s earliest educational endeavors. We see my local library system and former employer—the San Francisco Public Library—receive well-deserved kudos for its “pioneering outreach program to homeless users…staffed by a  full-time psychiatric social worker” and including “the services of five peer counselors, all of whom were once homeless themselves”—an effort increasingly emulated elsewhere. And we learn about libraries offering musical instruments and even plots of land for checkout in addition to examples we find elsewhere with just a small bit of effort: tool libraries, seed libraries, and much more.

For those of us who have eagerly followed and supported ALA’s “Promise of Libraries Transforming Communities” initiative—fostered by former ALA President Maureen Sullivan and many others—and the ever-evolving ALA Libraries Transforming Communities website with its numerous useful resources, the ALA report is an update, a confirmation, and a source of encouragement.

It also is a strong reminder that we all have roles to play in strengthening collaborations between libraries and other key members of our communities—and that includes calling our non-library colleagues’ attention to reports like the State of America’s Libraries report and encouraging them to see how the content can expand and enrich their own community collaborations.

My most progressive and far-reaching colleagues in workplace learning and performance in libraries, the American Society for Training and Development (ASTD), and the New Media Consortium recognize that we need to look beyond our usual training-teaching-learning environments to see ourselves in the larger context of all learning organizations—including museums and other arts organizations—that play overlapping roles in the average lifelong learner’s experiences. Media Specialist/School Librarian Buffy Hamilton, for example, consistently takes her learners on virtual trips far beyond the physical libraries she has served. ASTD CEO Tony Bingham consistently dazzles and inspires us with visionary training-teaching-learning presentations at the annual ASTD Chapter Leaders Conference and elsewhere. New Media Consortium Chief Executive Officer Larry Johnson consistently encourages staff and colleagues to take the large-picture view of how various learning organizations adapt new technology and address trends and challenges in learning worldwide.

When we bring all of this back to the content of the ALA report and read about what libraries and library staff members do to support and promote learning within their communities, we realize that those of us involved in adult learning need to see what tomorrow’s adults are doing as today’s children and teens. When we see what today’s community college, technical school, and university learners are doing, we need to be preparing to provide learning landscapes that help meet the needs they will continue to have in the years and decades we will have them in our workplaces.

And most importantly, we need to recognize that taking the time in our own workplaces—during our workdays—to read, ponder, react to, discuss, and implement what we encounter in well-written and thoughtfully produced report along the lines of The State of American’s Libraries 2014 is not a luxury. It’s an essential part of our own lifelong learning endeavors that make us contributors and partners in the development and maintenance of our own onsite and online communities.

Next: Libraries and Social Networking; reflections on the Academic Libraries and Ebooks and Copyright Issues sections of the report have been posted by Jill Hurst-Wahl, director of the library and information science and LIS with school media specialization programs at Syracuse University, on her Digitization 101 blog.

Conferences, Twitter, and Staying Connected: No Longer Left Behind

An oft-repeated and rather poignant joke among some of my colleagues is becoming a thing of the past: those who wish they could but are unable to attend conferences—specifically those sponsored by the American Library Association—have long tried to keep up with onsite participants’ reports via Twitter, using the conference hashtag as well as #ALALeftBehind as points of connect. But more than a few of us are realizing that we can do more than sit by the virtual sidelines and watch everyone else have fun onsite, as I confirmed through a spur-of-the-moment experiment people attending the annual ASTD (American Society for Training & Development) Chapter Leaders Conference in Crystal City, Virginia a few days ago while I stayed home.

I’ve been on the other side of this left-behind fence many times, as I’ve noted through articles about participating onsite in backchannel conversations; ASTD colleague David Kelly has also written eloquently about Twitter, backchannels, and conferences. Several of us attending the annual ASTD International Conference & Exposition over the past couple of years have, as part of our Chapter Leader Day activities, reached out from the conference via short, live sessions to connect onsite colleagues with left-behind colleagues; we were attempting not only to reach out to and connect with those who stayed home, but to demonstrate how easy it could be for ASTD chapter leaders (or anyone else) to bring their local meetings to a larger audience through active Twitter feeds as well as via free tools including Google Hangouts and Skype. But I hadn’t been part of the #leftbehind gang until changing circumstances this year unexpectedly caused me, for the first time since 2008, to miss a couple of those onsite annual events that mean so much to me in terms of keeping up with my communities of learning and the ASTD colleagues who make up one very important part of my personal learning network (PLN).

The idea of trying to actively participate in the 2013 ASTD Chapter Leaders Conference via Twitter began taking shape when I saw a tweet from an onsite colleague expressing regret that I couldn’t be there for our annual joint presentation on nonprofit basics for chapter leaders. I jokingly responded, via Twitter, that I actually was there and that he had probably simply missed me up to that moment.

Transforming an offhand joke into the experiment quickly took shape as I thought about how I’ve been inspired to find new ways to reach out to members of my communities of learning and personal learning networks through the Exploring Personal Learning Networks (#xplrpln) course that Jeff Merrell and Kimberly Scott are currently facilitating under the auspices of the Northwestern University Master’s in Learning & Organizational Change Program. Less than 48 hours earlier, in fact, another ASTD colleague who is not in that massive open online course (MOOC) had stumbled into an #xplrpln session via Twitter, so it wasn’t much of a stretch for me to toy with the idea of doing the same thing via Twitter, but with a bit more planning and more deliberate actions designed to foster two-way participation.

It didn’t take long for the experiment to produce wonderful—although somewhat limited—results. Using a Twitter management tool (I defaulted to HootSuite.com, but Twubs.com and Tweetchat.com are among the tools that could have worked just as easily) at the end of the first day of the conference, I skimmed the feed late that evening, retweeted a few of the more interesting items just as I would have done if I had actually been onsite, and added comments, knowing that this had the potential not only to inspire interactions with onsite attendees but also draw in a few of my own followers on Twitter if they either retweeted or responded to those late-night posts.

By the next morning, a couple of onsite colleagues had responded. And a little later, during the second day of that two-day conference, a couple of onsite conference attendees actually retweeted the notes I had retweeted. I continued to participate throughout the day as time allowed. The real pay-off for the experiment came when the exchanges put me in touch with one of the presenters who had seen the retweets and comments. The result, in many ways, was exactly what it would have been if I had been onsite and meeting members of those expanding communities of learning and personal learning networks rather than feeling as if I were part of the left-behind gang. The positive aspects of this are obvious: with a bit more planning and organization, onsite and offsite participants could be interacting at far more significant levels than the limited amount of interaction this experiment nurtured. And the obvious weakness of this plan is that the small number of onsite participants tweeting summaries of sessions made it difficult to participate in more than a few of those sessions at this level. But it was an interesting start—one that offers a lot of promise for any of us who want to nurture our communities of learning and personal learning networks in every way possible. And I certainly felt far less left behind and far more connected as a trainer-teacher-learner than would otherwise have been the case.

N.B.: This is the seventh in a series of posts inspired by Connected Educator Month and participation in #xplrlrn (the Exploring Personal Learning Networks massive open online course).

Building Abundant Communities (Part 2 of 4): Trainer-Teacher-Learners in Action

Trainer-teacher-learners, in spite of frequently citing a lack of funding and other resources as an impediment to success, are often extremely effective at creating and sustaining what John McKnight and Peter Block call “abundant communities”—those gatherings of people who effectively find strength through a focus on people as creators and collaborators rather than consumers.

Our efforts as members and as the driving force behind the American Society for Training & Development (ASTD), when we are at our best, serve as an easy-to-replicate example that seems to be pulled from the pages of McKnight and Block’s Abundant Community  book on the topic.

When the writers tell us that “a competent community has three properties” (they focus on the gifts of its members, they nurture associational life, and they offer hospitality through the act of welcoming strangers into their group), we immediately can picture any ASTD or any other well-organized and well-developed association that creates a potent, supportive, and dynamic community through individual chapters, informal regional consortia, and national connections firmly rooted in commonly-adopted mission, vision, and value statements.

We know for example that when we walk for the first time into a meeting of any well-functioning local ASTD Chapter, our previous agreement to affiliate with another chapter and/or colleagues at the national level makes us immediately part of the group of colleagues we are about to meet. It’s what I experience every time I go to activities sponsored by my own home chapter, the ASTD Mount Diablo Chapter. It’s what I’ve experienced over the past year with other California chapters as well as with the South Florida Chapter. It’s what I experience when small groups of ASTD members from all over the country meet over dinner, as we frequently do when drawn together by ASTD or other conferences. And it even carries over when ASTD members meet in non-ASTD venues including the weekly #lrnchat conversations via Twitter every Thursday evening.

This, for anyone engaged in a well-functioning association, is the best of all possible reminders of how abundant our communities are and can be in an onsite-online world. When we’re together—together in every sense of the word—our limitations and challenges somehow take a back seat to the benefits we reap from associating in these abundant communities: full of inspiration; full of colleagues dedicated, as ASTD suggests, to making a world that works better; and full of solutions to problems none of us would dream of tackling without the support of other members of those explicitly abundant communities.

And just as McKnight and Block consistently focus on an abundant community’s ability to awaken the power of family and neighborhoods, members of ASTD and other first-rate associations use their strengths and resources to contribute positively and significantly to the extended communities to which they belong and which they serve. California ASTD chapters, for example, are among those informally providing free learning opportunities to returning veterans under the aegis of programs that support Wounded Warriors; having documented initial successes from this sharing of what they bring to their communities, some of the California chapter leaders are beginning to explore ways to create a more formal consortium to expand what they had previously been doing completely at a local level independent of colleagues from other chapters—a great sign that this particular abundant community is pooling resources in a way that creates greater possibilities while also drawing more attention to ASTD, its chapters, and its individual members as potential community partners reaching beyond more local borders.

None of this, however, matters much if our community doesn’t carry through on its commitment to be as permeable as possible. When we are greeted, welcomed, and drawn into conversation the moment we walk into an ASTD gathering, we sense the draw and engagement of an abundant community: it makes us want to join the club. This doesn’t mean that every person entering our community will ultimately want to serve on a board of directors or become a major financial supporter of the organization’s activities, but what makes us strong is our willingness to accept all interested parties at whatever level is comfortable to them: occasional visitor, member of a local chapter, dual member of the local and national organization, member of a local chapter board, member of a national committee of volunteers dedicated to strengthening and promoting the organization throughout its extended community, and former board member who remains engaged at any sort of level that contributes to the continuity of the association.

And that, I would suggest, is the key element and resource that contributes to the success of an abundant community—one capable of holding our attention and setting up the continuity that creates something capable of outlasting the efforts and lifetime of any individual member.

N.B.: This is the second in a four-part series of articles exploring abundant communities

Next: San Francisco’s Inner Sunset Park Neighbors as an Abundant Community

Training, Technology, and Grand Juries

A grand jury’s conclusion that “San Francisco’s City Technology Needs a Culture Shock” inadvertently points toward opportunities for those of us involved in workplace learning and performance (staff training) endeavors regardless of where we are living.

“Déjà Vu All Over Again,” the recently-released City and County of San Francisco Civil Grand Jury report, documents the deplorable state of technology coordination and usage at the local government level. And this clearly is not a new or local issue; those of us who follow tech news have seen numerous examples of how our colleagues in government struggle—or don’t even attempt—to effectively incorporate the use of available technology into the workplace to better serve constituents. Think of the situation that led to the formation of the United States Department of Homeland Security when it was clear that the FBI, CIA, and others were far from up to date in their use of effective communication tools and practices. Or think of the sort of reports that have consistently documented the need for tech upgrades at the national level over the past decade or two. And think of what we see among our own workplace learning and performance colleagues if they still haven’t begun to build upon the practices documented by Tony Bingham and Marcia Conner in The New Social Learning, in the American Society for Training & Development (ASTD) Social Media Toolkit for ASTD Chapter Leaders, or the other resources that continue to come our way on a regular basis.

While the San Francisco Civil Grand Jury report deals primarily with the situation here in San Francisco at a high-level administrative level (the fact that seven different email systems are in use among City/County departments, for example), it also speaks to anyone involved in training-teaching-learning through its occasional—and, unfortunately, infrequent—references to the need for staff training. The fact is, the report is heavy on identifying and criticizing political leaders and chief information officers throughout the City and County of San Francisco for not working more cohesively and collaboratively to meet the tech challenges that face many of us on a daily basis, but is light on acknowledging the role teacher-trainer-learners might be playing in remedying the problems identified within the report and better preparing managers and employees to use the tech tools at their disposal.

Sparse references to providing training or staffing help desks means that the focus here remains on the acquisition of tech systems while underplaying the importance of assuring that those tasked with using those systems are prepared to fully incorporate them into the work of serving constituents.

And this is where I believe we can all be doing better in being part of the solution. We need to continue carving out the time to be technologically literate. We need to be playing more of a leadership role in our organizations to help determine the learning course of those organizations rather than just working to implement what others have, for better or for worse, determined are our workplace learning and performance priorities. We need to be collaborating even more effectively than we already are through our professional associations, through the onsite and online learning opportunities that we often ignore because we just can’t seem to make the time to take advantage of them. And we need to be positioning ourselves—to the benefit of our organizations and those they serve, not just for self-promotion—in ways that show we should and can be key players in making decisions that help resolve the sort of tech (and learning) deficiencies that are at the center of that grand jury report.

If we continue advocating for creative, cost-effective ways to support our colleagues to meet their learning needs, we provide the foundations for the sort of tech-savvy workforce that, as ASTD so often says, creates a world that works better. If, through our own training-teaching-learning efforts, we provide examples of how this can be accomplished, we become part of the solution. And, if we’re lucky, we help nurture exactly the sort of culture shock that San Francisco and other municipalities so clearly need in a world where change and learning are constant.