ASTD International Conference 2014, Twitter, and Staying Connected: No Longer Left Behind—Again!

The news that I made a new friend by participating in the American Society for Training & Development (ASTD) 2014 International Conference & Exposition (ICE) today isn’t particularly noteworthy. The fact that I unexpectedly accomplished this with the help of two other people who weren’t physically attending a conference that I, too, am not physically attending does, however, suggest that there is a worthwhile story to tell any trainer-teacher-learner who is interested.

We’ve heard quite a bit suggesting that social media tools make us lonely; that it’s time to deliver “A Eulogy for Twitter” as “the beloved social platform enters its twilight”; and that a social network can’t replace a “real” one (as if everyone who uses social media makes this an either-or decision).

What isn’t as often heard or read is the idea that being left behind when we are not able to physically join our friends and colleagues at wonderful professional development gatherings like ASTD ICE, American Library Association (ALA) conferences, and the numerous others that beckon is increasingly less of a problem than it was before social media tools came our way.

As I have continued experimenting with the use of social media tools in workplace and personal settings over the past several years, I’ve become intrigued by the possibilities they offer in terms of not being left behind. With that in mind, I tried a spur-of-the-moment experiment with ASTD colleagues last fall by trying to participate in an ASTD conference I was unable to physically attend. And while the last-minute nature of that experiment limited the number of exchanges I had with those onsite colleagues, I did unexpectedly encounter one sign of success: interacting with onsite participants by responding to tweets rather than just retweeting content for others caused a couple of people to ask if I were actually there. When we see the lines blur so much that offsite participation creates the sense of onsite interaction, I believe we have, in the best of situations, moved beyond the idea that we can’t be there unless we’re there.

The inspiration to retry the experiment with more deliberate planning came after another ASTD colleague, Larry Straining, posted a note on his Facebook account to let others know he was sorry he wouldn’t be physically present this week, but that he was looking forward to seeing tweets from conference attendees.

“If we follow the backchannel a bit and interact as time allows, we might extend the reach of the conference in significant ways and, at the same time, learn even more about how to effectively incorporate social media into our training-teaching-learning process,” I wrote in response—and that’s exactly how it played out today as I followed, responded to, and interacted with onsite colleagues from the comfort of my own home.

It didn’t take long for my initial retweets—including brief comments building upon that content—to begin being retweeted under the conference hashtag. And it took less than three hours for a wonderful colleague to pop that magic question: Are you here? Which, of course, inspired the response “yes and no,” depending on how we define “here.”

Those who remain skeptical of the power of online exchanges will immediately raise a number of objections, including the (mistaken) belief that we can only make new conference acquaintances and interact with conference colleagues when we are face-to-face—an idea we disproved when Larry and I, via Facebook exchanges extending his initial thoughts, drew one of his colleagues into the exchange. The colleague—Kent Brooks—asked Larry for permission to quote from Larry’s postings about the value of using a Twitter feed to stay in touch with colleagues at a conference. I dove back into the exchange to ask Kent whether he wanted to try to coordinate blog postings on the topic—at which point Larry formally introduced us to each other, and Kent and I quickly completed the “friend” process on Facebook to move things along. My own tweet (to the conference feed) documenting that we had met through the conference without physically being at the conference was retweeted—as was a follow-up tweet I forwarded to draw attention to Kent’s earlier piece on “10 Reasons to Tweet at a Conference.”

It probably goes without saying that I laughed out loud when I discovered that my retweet of Kent’s piece was itself, retweeted by others—including Melissa Daimler, who serves as head of organizational effectiveness and learning at Twitter and also serves on the ASTD Board of Directors.

It’s worth noting that one very important element making this level of onsite-offsite interaction possible is the existence of a very strong backchannel among the first-rate trainer-teacher-learners who are at the heart of ASTD. The quality of the tweets from ASTD conference attendees is among the strongest I encounter: multiple voices tweeting individual sessions (not just notes about where to meet for drinks or swag) so that it’s possible to gain a sense of what is being discussed onsite; combined with the use of a conference app that is easily accessible and includes schedules, speaker bios, session materials when presenters have made them available so we can view them from a distance, and much more; and observations which in themselves provide magnificent learning moments.

As we began to wind down toward the end of this ever-evolving cross-platform series of exchanges, Kent and I returned to Facebook and Larry’s original post.

“When you state in your [original “No Longer Left Behind”] post, ‘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,’ I would suggest it was better than a come and go exchange which includes the standard ‘business card trading ritual’ as it allowed you to follow them (on Twitter, LinkedIn, etc. and continue to learn from them beyond the 60 minutes of the session + the 5 minute rush to talk to the presenter immediately following the session,” Kent proposed.

To which I openly admitted: “It would have been true if I hadn’t treated the virtual exchange exactly as one of those business-card exchanges you describe. Just as I do keep and return to business card contacts occasionally as time allows (loud sound of rueful laughter here for missed opportunities), I do occasionally return to that sort of virtually-established contact—but not nearly enough. It would appear that bad habits onsite translate to bad habits online–but I’m continuing to learn, thanks to people like you who inspire me to look for ways to become a better trainer-teacher-learner.”

So, no, Facebook is not making me lonelier. And I’m far from ready to join others in delivering a eulogy for Twitter. And yes, it would be lovely to be there onsite at the conference with others. But if I were there, I wouldn’t have had this latest magnificent experiential learning opportunity to help me further understand, at a visceral level, what amazing tools we currently have at our trainer-teacher-learner fingertips. Each experience brings its own benefits, its own rewards. And having the opportunity to learn with my colleagues remains at the heart of what continues to draw me to these conferences and exchanges.

N.B. — Here’s Kent’s latest contribution to the conversation: Twitter Activity at #ASTD2014 Through Monday May 5 [2014]. Also found backchannel participation from Michelle Ockers on her 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).

ALA Annual Conference 2013: Backchannels Revisited

Attending conferences like the 2013 American Library Association (ALA) Annual Conference (held over the past several days here in Chicago) always provides a reminder, both positive and negative, of how far we have come in coping with life in an onsite-online world—and how far we still have to go in effectively using social media tools.

The opportunity to see and learn from colleagues is clearly a huge attraction for many of us; doing business (on the committees on which we serve, with the vendors upon whom we rely, and, for those of us working as consultants, with current and prospective clients) as well as having those spur-of-the-moment unplanned conversations that invariably happen even when there are more than 25,000 people onsite are absolutely inspirational. And combining our onsite presence with online activity through the Twitter backchannel, Facebook postings, and other online activities via laptops and mobile devices means that we have hundreds of onsite-online colleagues helping us find meetings, learning opportunities, after-hours gatherings, and other shared conference experiences we might otherwise have missed.

There is even an attempt to actively include those who are unable to physically attend the conference: the usual #ALALeftBehind hashtag not only kept us in contact with those who were interested but unable to attend—it often offered tongue-in-cheek opportunities to participate through virtual #alaleftbehind conference ribbons and even a very clever opportunity to be virtually photographed with a popular conference attendee.

As has been the case with other conferences I’ve attended, the ALA 2013 Annual Conference began with a bit of confusion about how best to reach colleagues arriving in Chicago. During the days leading up to the conference, many of us had inaccurately assumed that the official conference hashtag was #ala13—the conference URL started with “ala13”; there were numerous references online to that hashtag; it was the shortest possible combination many of us could imagine as a way of keeping up with each other (and when you only have 140 characters to convey a message, every typed character has to count); and the Twitter feed for #ala13 was very active. It wasn’t until many of us were onsite, however, that colleagues were nice enough to post tweets calling our attention to the official hashtag (#ala2013, with its extra two characters). The result, throughout the conference, was that any of us hoping to reach the largest possible number of colleagues ended up using both hashtags in our posts—a situation similar to what often happens with colleagues in the American Society for Training & Development (ASTD) who face the #astd13/#astd2013 challenge when attending and/or following conference exchanges via Twitter.

There were many times when both feeds were moving so quickly that it was impossible to either follow them in the moment or to follow them later by skimming earlier posts, for taking the time to try to review tweets invariably meant falling behind in the ever-developing stream of comments. American Libraries Senior Editor Beverly Goldberg (@americanlibraries) offered a playfully subjective bit of assistance by compiling lists of Top 10/Top 20 tweets while the conference was fully underway on Friday, Saturday, Sunday, and Monday.  Reviewing her picks gives a wonderful overview of content—everything ranging from snippets from notable presentations to comments about the length of the lines at the onsite Starbucks outlets.

Bev, much to my surprise, included one of my paraphrases of a keynote speaker’s comment in her Friday list, then nailed me the following day in a very funny way by rerunning the same tweet on the next list and noting that I had suggested that standards must have been lowered if my tweets were making any sort of Top 10 list. (That’s OK, Bev, I know where you tweet!)

What doesn’t show up in those Top 10 lists is the reminder that some of our colleagues apparently need reminders that what happens in Twitter doesn’t necessarily stay in Twitter. There were the usual snarky comments from those who felt they needed to play den mother to the rest of us through cajoling notes about not wearing conference badges while walking city streets (I can’t imagine anyone reading one of those comments and thinking, “Oh, yes, that’s very helpful; thank you for making me a more responsible representative of my profession.”); standing to the right side of escalators so others could race up the left-hand side (why bother? the lines were going to be long at Starbucks no matter what time you arrived); and even writing critical comments to presenters while those presenters were in the middle of their presentations and clearly not paying any attention to the backchannel. All that those tweeters accomplished was to make the rest of us a little hesitant to have anything to do with them since those notes, at very least, indicated a level of incivility that present and future employers can’t help but notice.

There are certainly thousands of attendees who had great conference experiences without ever stepping into the Twittersphere and interacting at that level; there are also many of us who found our overall experience enhanced by combining our onsite and online presences. And now, as I’ve written after intensively engaging in other conferences, it’s nearly time to think about engaging in a digital media fast to decompress from several days of nonstop connectivity. But not quite yet: there are a still a few more tweets to read and a few more articles to complete.

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.

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

ATD ICE 2016: Tapestries, Transformations, and Pedicabs

Memorable learning experiences (e.g., workshops, webinars, and well-designed conferences) often are tapestries of personal experiences and shared wisdom-of-the-crowd moments—and there is no doubt in my mind that the ATD  (the Association for Talent Development) 2016 International Conference and Exposition (ICE) that is currently unfolding in Denver can be described in those terms.

There are several thousand of us here. Each of us is having our own personal conference, with its own spectacularly transformative learning moments. And there is a communal (collaboratively shaped and shared) experience that, as I wrote in an earlier piece, transcends time and physical space. Each of us—whether we’re actually physically onsite, participating from an offsite location via the Twitter hashtag (#atd2016) and other social media resources, or, in the best of all worlds we can imagine and actually help construct, creating a completely blended experience—brings our own unique experiences and expectations to our world-sized conference “room.” Each of us also benefits from the shared moments ranging from hallway conversations and discussions over dinner to the we’re-all-in-this-together communal experience of inspiration that comes from being with thousands of others in a huge auditorium while enjoying a keynote speaker’s presentation. (This, in its own way, extends as well to our offsite co-conspirators, aka fellow learners, who are creating a conference-as-learning-experience by reading and responding to what we are also creating in the Twitter backchannel, on Facebook, on Periscope, and elsewhere. )

Each time I participate in a conference onsite, online, or both—the blended approach is one I increasingly pursue with increasingly-lovely pleasures and rewards—I end up walking away transformed. I consciously attempt, through my writing and the use of tech tools including Storify, to capture and extend those moments of transformation so they won’t be lost to me or to colleagues interested in pursuing their own equally delightful individually and communally-constructed pleasures and rewards. And just when I mistakenly believe I have explored and shared all there is to explore and share in this admittedly odd approach to blended-learning, I find myself experiencing another five-year-old-child’s moment of wonder.

(almost) no one left outside the conversations at #atd2016

The almost naïve sense of wonder this week has come from further incorporating simple (low-tech) phone calls into the more high-tech, innovative blended-learning mix that is becoming increasingly familiar to many of us. It started a couple of days ago when, even before getting out of bed here in the hotel where I am staying, I saw that one of my cherished training-teaching-learning-doing friend-colleague-mentors (Maurice Coleman) was already up on the other side of the country and posting items on Facebook (for shame, Maurice: posting on Facebook before noon on a Saturday!). Missing the sound of his voice and the unique insights he would bring to the table if he were physically here, I called with the intention of talking with him for no more than a few minutes; more than half an hour later, we had completed an exploration by phone that helped me connect what I had experienced in an entirely different blended environment a week earlier with what was unfolding here—part of the process of constructing my personal conference-as-learning-moment here at ATD ICE 2016.

Because it was such an unexpectedly stimulating and rewarding moment and because it was becoming an important thread in the tapestry-in-progress I am creating, I repeated the call to him yesterday morning after seeing him, once again, posting before noon on a weekend. And that’s when the ATD ICE 2016 magic leapt to a higher level: the result of our conversation was that Maurice—who is not (yet) an ATD member—actively joined the #atd2016 conversation. And colleagues here onsite started interacting with him via #atd2016. And then another of my non-ATD training-teaching-learning-doing colleagues jumped in by retweeting one of Maurice’s conference tweets. And I started interacting with that colleague via the conference Twitter backchannel, too.

a combination of Mr. Toad’s Wild Ride and “Fellini’s Roma”

As Maurice and I were finishing our second ATD-ICE-2016-by-smartphone conversation, he asked me to give him a blow-by-blow description of a walk I had taken with friends here the previous evening because he was intrigued by how that walk had begun at the end of a three-hour-long conversation with one group of colleagues in a local tavern and somehow extended for the duration of a combined walk/pedicab ride to a restaurant where we continued that conversation with a slightly reformed group we acquired on our way to dinner. He grew more and more incredulous as I told him how we would unexpectedly meet someone who then joined the group while others peeled off as needed to participate in other conversations/learning moments. And I suspect his jaw dropped a bit when I told him about the brief stopover in a hotel lobby where, while I was attempting to send a direct message to a colleague via Twitter, I turned around to discover that the intended recipient of the tweet was walking across the lobby to say hello to what then constituted the core of that particular iteration of the group. She eagerly accepted our invitation to join us as we made the spur-of-the-moment decision to take pedicabs the rest of the way to the restaurant. (You probably already know that breaking a group of six trainer-teacher-learner-doers into groups of two and creating a mini-caravan of pedicabs up a major thoroughfare in a city like Denver is going to result in a wonderfully bizarre scenario that looks like a combination of Mr. Toad’s Wild Ride and Fellini’s Roma. We were happy. The fabulous pedicab drivers were happy. And no residents of Denver appear to have been injured in the course of our move from hotel lobby to restaurant dining room.)

There’s so much to unpack in all that I’ve attempted to describe here. And there’s so much more ahead of us as our conference-as-personal-and-communal learning moment continues to unfold. But what is clear to me at this stage in the game is what I said to a close friend over dinner the night I arrived here: what I most look forward to at these conference-as-learning-moments is the experience I don’t yet know I am going to have.

That’s the magic of learning.

N.B.: Paul’s onsite participation at ATD ICE in May 2016 includes the following activities:

• Signing copies of Workplace Learning & Leadership on Tuesday, May 24 from 12:30 – 1 pm in an “Author Meet & Greet” at the conference bookstore. 
• Facilitating “Ed-Tech Trends: Identifying and Incorporating Them Into Your Workplace” session on Wednesday, May 25 from 10 – 11 am                                                                                                                     

The “10 Tips for Incorporating Ed-Tech Into Your Own Development” article he wrote for his session has been published and is available on the ATD Learning Technologies blog, and he has three brief reviews attached to books available in the ICE bookstore onsite here in Denver.

 

ATD ICE 2016: The Size of the Room, Revisited

As several thousand members of ATD  (the Association for Talent Development) from all over the world gather in Denver for our annual International Conference and Exposition (ICE), it would be easy, at times, to forget how large the rooms in which we are meeting are.  The myriad ways in which countless members of this spectacular community of learning are helping to expand our concepts of what it means to “attend” a conference or participate in other learning opportunities. And how inclusive we can be with just the slightest bit of creativity, innovation, and effort.

Our ability to draw people in, as I frequently note in conversations with colleagues and in learning opportunities I design and facilitate, has increased exponentially through increasingly far-reaching and widely available tech tools. There is the obvious use of a Twitter backchannel to somewhat blur the lines between onsite and offsite participation in conferences and other learning opportunities like ICE. There are the moments shared on Facebook in ways that strengthen our already strong sense of community. There are Google Hangouts and numerous other tools to turn huge geographical distances into virtual spaces that make us feel, at a visceral level, as if we are all in the same room even if that room extends over hundreds or thousands of miles. And there are even the much older, more familiar, and often overlooked vehicles (including telephones) that we can turn to when we don’t want to be left behind or don’t want to leave cherished colleagues behind. The result, of course, is a richer, deeper, more nuanced level of participation in our associations and with our colleagues than has ever before been possible.

I think about how much reaching out occurred today (Saturday)—the day before ICE formally opens—and I marvel at what all of us have accomplished together and how many people we’ve already drawn into our global conference room. Seeing that Maurice Coleman (a colleague in Maryland) was already active on Facebook early this morning, I called him from Denver for a brief conversation, mentioned that we will have a very active Twitter backchannel (#atd2016) here, and invited him to expand the room by skimming the feed over the next several days, retweeting what appealed to him, and, most importantly, reacting to the tweets he saw so he would, as I have already done numerous times, become part of the conversation and the overall conference experience in which so many transformative conversations take place in our blended onsite-online environment.

…using every possible means to draw others into the conversations…

Lucky enough to be part of inspiring, thought- and action-provoking conversations throughout the day with some of the most creative, innovative, and passionate trainer-teacher-learner-doers I know (including a couple who live in Denver but are not affiliated with ATD), I looked for every possible opportunity I could pursue to draw others into those increasingly dynamic and inspiring conversations while also sharing thoughts from those non-ATD members with my fellow conference attendees.

It was obvious that everyone physically present at every table I joined was doing the same thing. At times it involved little more than calling out to someone who happened to be passing by a coffee shop, tavern, or restaurant where we were sitting. At other times, we would reach out or respond by Twitter to invite others to join us where we were or simply include them in on the conversations by tweeting out what seemed worth sharing. And at one point, when we were thinking about a colleague who had recently experienced a personal tragedy that left kept him from traveling to Denver to be with us, we simply called him from the place where we were all sitting and passed the phone around to be sure he knew the physical distance did not at all represent a separation from his ATD family at a time when contact with other members of that family would be particularly meaningful to him.

I heard people colleagues excited about—and getting the rest of us excited about the ways in which they are working to produce results-driven learning in their workplaces. I heard colleagues talking about the innovative approaches they are taking to leadership training. I sat with Sardek Love, a cherished colleague who has done more than anyone else I know personally to mentor colleagues younger and older than he is so he strengthens us and our profession (and helps all of us better serve those who look to us for assistance) rather than giving even the slightest thought to the possibility that he might be creating completion for himself. We just don’t think that way; we revel in our own growth and in the growth of those around us, knowing that every step forward makes all of us better, builds a stronger community of training-teaching-learning-doing for all of us, and, as ATD so wonderfully suggests, creates “a world that works better.”

And as my day draws to an end and I already look forward to even more stimulatingly transformative moments over the next several days, I think back to that initial conversation with Maurice this morning. Savor the pleasure of being part of an amazingly dedicated group of learning facilitators who make a difference every day—every day—by doing all they can to be sure the doors through which we pass remain as open as they possibly can be. And hope that everyone reading this finds way to place a hand on the doorknob that just needs to be turned the slightest bit to make the door open to him or her, also.

 

N.B.: Paul’s participation at ATD ICE in May 2016 includes the following activities:

• Signing copies of Workplace Learning & Leadership on Tuesday, May 24 from 12:30 – 1 pm in an “Author Meet & Greet” at the conference bookstore
• Facilitating “Ed-Tech Trends: Identifying and Incorporating Them Into Your Workplace” session on Wednesday, May 25 from 10 – 11 am

The “10 Tips for Incorporating Ed-Tech Into Your Own Development” article he wrote for his session has been published and is available on the ATD Learning Technologies blog, and he has three brief reviews attached to books available in the ICE bookstore onsite here in Denver.

#oclmooc and Connected Courses MOOC (#ccourses): Learning, Connecting Globally, and Tweeting from the Air

It’s not often that I feel inspired to try live tweeting during a cross-country flight. But then again, I don’t often have the opportunity to explore the extreme edges of connected learning with colleagues while more than 37,000 feet above the surface of our planet. There’s something very satisfying about this sort of learning experience that becomes an ouroboros-like example of itself, and I’m trying to literally go full circle by blogging about it before my WiFi-enabled flight from Washington, D.C. to San Francisco lands.

We can start with this connected-learning ouroboros by noting that many of us in several countries are currently learning about connected learning by participating in at least one of two connectivist massive open online courses (MOOCs): the Open and Connected Learning MOOC (#oclmooc) and the Connected Courses MOOC (#ccourses). We can then follow the curve of this figurative ouroboros by adding the fact that a live Week 3 (“Collaboration and Community”) event within #oclmooc connected us, via Blackboard Collaborate, to a highly interactive session about The Global Read Aloud that connects young learners, teachers, parents, librarians, and others around the world through the reading of a specific book within a well-defined period of time. The #oclmooc interwoven connections circle around further by bringing us together with Global Read Aloud creator Pernille Ripp and with Kelli Holden, an Alberta-based fourth-grade teacher involved in The Global Read Aloud. We see our growing interconnections circling back to their point of origin through online connections fostered by live-tweeting from a few of us who were participating in the session in the United States and Canada. And I find my own connected-learning experience enhanced by trying something new—something inspired by necessity: participating in this session from the air rather than on ground because it is taking place while I’m in transit—something that previously kept me from being part of learning opportunities I had not wanted to miss.

Once we move past the novelty of engaging in this level of air-to-earth connected learning (in this case, learning about the Global Read Aloud with colleagues spread over an enormous geographic range), we realize once again that the technology takes a back seat to the content—and the learning. We hear Pernille talking about how she was inspired by a dream of a world connected by a book when she was creating Project Read Aloud. We visit the project website and read her reminder that “[g]lobal collaboration is necessary to show students that they are part of something bigger than them” and that endeavors such as The Global Read Aloud provide opportunities for them to speak to each other. We learn that more than 300,000 students are currently connecting through the project, and that more than 500,000 from more than 60 countries have participated since Project Read Aloud began in summer 2010. And we wonder what we might be doing to translate that sort of massive open online and onsite labor of love into efforts that would be equally compelling, engaging, and rewarding for adult learners around the world.

Holden then builds upon her own connected-learning efforts in this arena by letting us know that the participants are using many of the same tools we use within our connectivist MOOCs, including Twitter and Google+ communities. She tells us that using a Twitter backchannel can be as rewarding and engaging for the young Global Read Aloud participants as it can be for the adult communities of learning that foster effective backchannels. We see through chat exchanges that the end of this session will not be the end of the connections #oclmooc is inspiring. And the world begins to look even more connected from 37,000 feet than I ever imagined it could be.

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

ALA Midwinter 2014: Life at the Speed of Light

Attending the American Library Association (ALA) 2014 Midwinter Meeting here in Philadelphia is helping me viscerally understand the concept of dog years—that belief that a year in a dog’s life is much more compressed than a year of a human’s life.

Arriving a couple of days early so I would have a chance to acclimate to time and climate changes (and make no mistake about it: leaving San Francisco’s unseasonably warm weather for nine-degree Fahrenheit temperatures and snow-covered sidewalks and plazas here is a major change), I spent a little time during that first evening learning to walk on snow and ice without looking as if I were a runner-up contestant on a show combining America’s least-coordinated people with a perverse parody of the Ice Capades (sans ice skates).

Having remastered the art of walking by mid-day Thursday, I immersed myself in one of the relatively new local gems: the Barnes Foundation, with its exquisite collection of Impressionist works, African masks and more contemporary paintings and watercolors. Entering the gallery spaces with little more than a passing awareness of the controversies surrounding the move of the collections from their original site to this newly-created space near the Free Library of Philadelphia, the Philadelphia Museum of Art, and the Rodin Museum, I found curiosity about the controversies being quickly replaced by a sense of awe and wonder by the scope of the collections (more Renoir, Cezanne, Matisse, Prendergast, Glackens, Demuth, and Pascin paintings than I’ve ever seen in any other permanent collection). And more importantly, I felt a deep sense of appreciation for the learning opportunities that ALA inspires me to pursue each time I travel to a major city to attend and participate in an ALA Midwinter Meeting or Annual Conference.

Midwinter-mania really began to set in late Thursday afternoon and evening when I continued a long-standing practice of having dinner with colleagues engaged in training-teaching-learning in libraries and started also monitoring the #alamw14 Twitter hashtag to see how others were faring. Dinner and the conversation with the colleagues reminded me again of why I so deeply value the connections made through ALA and other professional organizations and through the use of Twitter backchannels. The shared meals combined with the use of those backchannels makes it possible to no longer be limited to being in any one place at any given moment—they provide us with countless sets of virtual eyes to gain a far more complete view of what conference interactions produce. And they also set us up for the very fruitful encounters none of us could possibly arrange but which seem to come our way if we’re attentive, flexible in how we approach our conference schedules, and sometimes just plain lucky.

Those unexpected encounters sometimes begin very early in an Annual Conference or Midwinter Meeting cycle: I’ve run into colleagues while waiting to pick up luggage in airports, while checking into hotels, and even once unexpectedly met a conference-bound colleague when the conference-scheduling muses arranged to have both of us ride the same shuttle to reach the San Francisco Airport for our departing flight to a conference. And today was no different: two hours before the first official conference event—the opening of the Exhibits Hall—I was looking for a way to relax after a very stimulating and inspiring daylong committee meeting which involved strategic planning for the group of which I am a member. Knowing that the Networking Uncommons offers a place to decompress, I was beginning to settle into a table when a cherished colleague—ALA Learning Round Table board member Maurice Coleman—spotted me from across the room, walked over to the table, and invited me to join him and some of his LITA (Library and Information Technology Association) colleagues for what turned into an unexpected exploration of how Google Glass works because one of the LITA members had obtained a Google Glass two days earlier, followed by yet another dinner with colleagues deeply immersed in and passionate about the libraries, library users, and library association they serve.

So yes, I feel as if I have lived weeks instead of days between Wednesday and Friday of this week. And yes, I’m already completely exhausted yet equally exhilarated by what attendance at ALA Midwinter 2014 has provided even though most of the formal programming and meeting opportunities are yet to come. Can’t wait to see how many dog years Saturday brings when I rejoin the world Saturday morning.

ALA Annual Conference 2013: Post-Conference Tips for Future Conference Attendees (Thinking Outside the Schedule)

Let’s be wonderfully perverse! While other colleagues continue writing thoughtful post-conference reflections about the 2013 American Library Association (ALA) Annual Conference that concluded in Chicago a few days ago, let’s draw upon what some of us saw and did in Chicago to provide tips for anyone planning to attend any conference with colleagues anytime soon.

Conference presenters, for example, can benefit from the myriad online reminders of how to most effectively reach and serve their audiences. Those interested in drawing their various and varied onsite and online communities of learning into seamless and tremendously rewarding interactions can participate in the Twitter backchannel at any level that appeals to them. First-time attendees will find numerous resources, including those posted online by attendees willing to share suggestions. And those arriving a day or two before the conference formally begins can indulge in a period of reflection and preparation that also provides the foundations for gaining more than even the best-planned conference can provide.

One pre-conference ritual that has been particularly rewarding for me over the past several years is an informal dinner I arrange with a handful of cherished colleagues the evening before a conference begins. As I have noted so many times over the past few years, those invitation-only dinners—without a formal agenda, and with all participants splitting the cost of the meal—provide an unparalleled opportunity to hear what our best colleagues are doing, planning to do, and recovering from doing. It is, in essence, a chance to attend a master class with the brightest and most collaborative colleagues we can attract.

The 10 trainer-teacher-learners who gathered in a Thai restaurant in Chicago on the Thursday evening before the ALA Conference began were far from reticent about describing the ways they are approaching the use of social media in libraries—creatively, openly, and with a great deal of encouragement for the learners they serve, as David Lee King noted—or the learner-centric webinars they are designing and delivering, as is the case with Pat Wagner (through Siera) and Andrew Sanderbeck (through the People Connect Institute). Louise Whitaker, from the Pioneer Library System (Oklahoma), enticed me with stories about the innovations in leadership training and other training-teaching-learning initiatives she continues to spearhead to support employees in her workplace—and then continued those stories over coffee a few days later when we were able to meet again outside of the formal sessions provided by the conference organizers. And everyone else had stories to tell or resources to share, so everyone at the table ate abundantly—and we’re not just talking about the wonderful food, here.

This idea of thinking outside the formal conference schedule to enhance—and actually create—learning experiences takes us to the heart of making sure each of us gains as much as we possibly can from attending conferences. It’s the combination of judiciously planning a schedule that includes attendance at formal sessions both within and outside our own areas of expertise; making arrangements in advance to meet with those cherished colleagues we absolutely do not want to miss; and relying on the numerous unplanned encounters we will have with colleagues onsite as well as those facilitated by what I’ve come to refer to as “drive-by greetings”—introductions, from colleagues including Maurice Coleman (T is for Training) and Peter Bromberg (Princeton Public Library), to those people they just happen to be standing  next to when we unexpectedly encounter them, and who just happen to have done work we have admired from afar for years.

One of those unexpected encounters, for me, led on the spot to an unplanned one-on-one hour-long lunch with a writer whose work I’ve very much admired—the sort of opportunity to exchange ideas that most of us would kill to have when we’re sitting in a packed room with little chance to interact at a meaningful level with a first-rate presenter. Another put me face-to-face with a colleague I’d only previously interacted with online. Numerous other outside-the-formal-curriculum meals and coffee breaks helped keep me up to date on the vibrant and ever-expanding world of advocacy and partnerships that benefit all of us and those we serve.

It’s also worth noting that a bit of planning beyond what conference attendance normally facilitates can provide additional rewarding opportunities. Contacting Chicago-based colleagues from the American Society for Training & Development (ASTD) before arriving onsite for the ALA Annual Conference meant that one particularly memorable evening included a dinner with non-library colleagues who are as immersed as anyone else I know in the world of workplace learning and performance (staff training). Our exchanges offered them a glimpse into the world of staff training in libraries and also helped bring me up to date on the ever-evolving language used within the ASTD community to refer to the training-teaching-learning that is at the heart of all we do.

The clear lesson for any conference attendee is that planning helps; looking for opportunities to draw upon all the resources available to us is an essential element of creating a successful conference experience; and “un-planning”—the act of setting a schedule aside when unanticipated opportunities via drive-by greetings present themselves—benefits all of us, and creates the learning experiences we find nowhere else.