Adapting to Change, Loss, and Possibilities: The Whatfix Digital Adoption Summit and Social Isolation

May 27, 2020

Missing out on social interaction is, not surprisingly, one of the greatest concerns among more than 2,500 trainer-teacher-learners recently polled about their reactions to adapting to shelter-in-place guidelines implemented in response to the current coronavirus pandemic, James Hudson reported yesterday during his first-rate “Impact of COVID-19 on Learning & Development” presentation on Day 1 of the three-day (May 26-28, 2020) whatfix Digital Adoption Conference online.

Those of us immersed in training-teaching-learning-doing are, by nature, people who thrive on helping other people learn what they want and need to learn to more effectively deal with workplace challenges they face. We are lifelong learners who take great pleasure in supporting the efforts of other lifelong learners. We are, in many ways, happiest when we see the face of one of our co-conspirators in learning light up in response to having gained an insight or having developed an understanding about something that matters to that learner. So, the thought/fear/horror of not having that opportunity for interaction and success—and the pleasure that accompanies it for learning facilitators as well as for the learners with whom we work—is, at the very least, a bit distressing, as Hudson’s survey confirms.

The good news for many of us is that the creativity and innovation inherent in much of what we do has been amply on display recently while individuals and organizations have been struggling—and, in many cases, succeeding—to meet the challenge of quickly moving from onsite learning environments into online learning environments. Even better is the news that companies like San Jose-based whatfix and many other organizations have been stepping up to the plate to support us during our transition—something that the currently-underway Digital Adoption Summit is accomplishing magnificently—and providing yet another opportunity to avoid social isolation while engaging in social distancing.

What makes an undertaking like the summit successful is that there is something to be gained by everyone involved. Whatfix, for example, benefits from the opportunity to make many more people aware of what the company offers through a platform “which provides in-app guidance and performance support for web applications and software products. Whatfix helps companies to create interactive walkthroughs that appear within web applications.” Summit presenters have an opportunity to discuss—and, by extension, promote—what they are doing in the field of digital adoption at a time when enormous numbers of people are, with little choice and preparation—having to go online to accomplish what they have been comfortably doing face-to-face for years or decades. Summit participants—free of charge, thanks to whatfix’s decision to not charge a registration fee—have an opportunity to pick and choose from among more than 30 sessions, led by a total of 41 presenters, to learn more about topics that are important to them in their/our day-to-day work. And writer-trainer-presenter-consultants like me have yet another opportunity to both participate in and to step back from the action so we can reflect on what goes into making an online summit/conference successful.

This is learning that meets short-term (shelter-in-place) needs while also laying foundations for long-term positive transformations in the way we work and interact in an onsite-online blended/digital world. It is well-targeted and engagingly presented. It features presenters/colleagues who are learner-centric in their offerings. And it is presented in nicely-designed bite-sized chunks—sessions rarely last more than 30 minutes, with plenty of breathing/reflection time between each one, and the daily opening sessions highlighting what whatfix offers have been much shorter.

The online summit is a great example of how to make an online conference engaging even when participants have minimal, if any, contact among themselves. The decision to pre-record the presentations and then make each initially available during specific time slots does, in essence, transform a series of webinars into pieces of a cohesive three-day event—which, of course, suggests low levels of in-the-moment interaction between presenters and summit attendees. (This is something that Steve Hargadon avoided during his own daylong Learning Revolution “Emergency Remote Teaching & Learning” online conference by having presenters facilitate sessions live and engage in speed-of-light interactions via the chat function of Zoom—the platform used for that session.) The whatfix summit approach, on the other hand, offers the opportunity for live interaction if participants find their way onto Twitter and connect through the #DigitalAdoptionSummit hashtag—something, surprisingly, that few have done so far. But what is lost in synchronous interaction has provided other unexpected gains for any of us who do seek the social-media connections: each presenter whose sessions I have attended has been great about providing contract information. Some—like writer-presenter-entrepreneur Charlene Li, whose session was centered on applying the content to her book The Disruption Mindset to the situation we are currently facing—have taken the extra step of posting materials on their own websites and, as Li did, fostering further engagement by providing a link to a site providing a free copy of her book so those of us who are so inclined can read that book while its content is fresh in our minds and, possibly, continuing the conversation in other online settings.

An additional unexpected benefit of the synchronously-arranged presentations through recordings has been that it’s possible to stop a speaker at any point when those of us who are tweeting want to capture a thought by composing a tweet, reviewing it for accuracy, posting it on Twitter, and then returning to the talk without missing a single word of what the presenter is providing. It’s yet another example of how our world of intertwined synchronous-asynchronous interactions offers us opportunities to more fully absorb what is available to us in terms and under conditions that let us bend time a bit to serve our training-teaching-learning needs. And whatfix is spreading the opportunity to providing post-session links to the recordings of any sessions we added to our schedules, and posting links on Twitter to places where those who did not register for the summit can gain free access to the session recordings.

Another positive aspect of the whatfix approach well worth noting is the high level of incredibly responsive online support company representatives are consistently providing to summit attendees. Initially distressed that I wasn’t seeing the live feed of the opening session yesterday morning, I took advantage of the open customer-support chat window that is continually available during all summit presentations. The response, delivered within a couple of minutes of my having posted a question regarding access to the session, was tremendous. “Sunil” not only provided a new link that immediately gave me access to the session from its opening moments, but also was very reassuring through his suggestion that there might have been a bug causing the problem (so I knew it wasn’t a problem from my side of the equation). A couple of hours later, he was just as cordial and helpful when I inadvertently closed out a session that had been underway for almost 25 minutes and was nearing its conclusion. Relogging into the session, I was briefly disappointed and frustrated to find that I was apparently going to have to rejoin it from the opening moments, so asked Sunil if there was a work-around—which, of course, there was, and I was soon back in the session exactly where I had left it. This is the sort of just-in-time response to a conference-related problem that is common at the best of the onsite events I attend, and it’s an example of how that level of customer service can easily carry over into online conferences/summits when organizers carefully think through what it takes to create that level of support and engagement.

We are not going to have the lovely, unexpected, and ultimately rewarding hallway conversations in this summit that we have at onsite conferences and some of the other online conferences I’ve recently attended. We are not going to have the in-the-moment presenter-audience interactions and collaborations I cherish. But what we will find, through approaches like the one taken by whatfix, is a different sort of opportunity that ultimately helps eliminate the sense of social isolation that concerns our colleagues in training-teaching-learning and in many other contemporary settings. And for that, we can be thankful as we leap at the opportunity to learn things we might not otherwise have learned and open doors to meeting people we might not otherwise have met.

–N.B.: This is the eleventh in a series of reflections inspired by colleagues’ reactions to the coronavirus and shelter-in-place experiences and our continuing interactions online.

May 27, 2020


Adapting to Change, Loss, and Possibilities: Sheltering, Associating, and Thriving

April 17, 2020

One of the most stunningly impressive and inspiring displays of positive action coming out of the current sheltering in place efforts to fight the spread of the 2019-2020 coronavirus pandemic is the display of flexibility and adaptability I’ve seen in a variety of sectors—not the least of which is the training-teaching-learning environment that is so much a part of my life.

I’ve seen firsthand, written about, and talked extensively and been involved in discussions about the way in which the mostly-onsite ShapingEDU 2020 Unconference moved, overnight, into being a completely online gathering of dreamer-doer-drivers committed to help shape the future of learning in the digital age. I’ve been observing (through news articles, blog posts, participation in webinars, and personal conversations) how rapidly and radically administrators, teachers, and students are moving from onsite to online environments—sometimes successfully, sometimes painfully much less so—in attempts to avoid a complete shutdown of our formal education systems globally. And I continue to be impressed, fascinated, and supported by associations—those wonderful groups that even in the least challenging of times, bring us together—through a shared interest—to commiserate, learn, play, survive, and thrive together.

My colleagues in local ATD (Association for Talent Development) chapters as well as in the parent organization, for example, have turned the very bitter lemon of having to cancel onsite gatherings into an incredible pitcher of lemonade in the form of highly interactive, engaging, and productive online gatherings—what I have consistently referred to as “face-to-face sessions online.” It’s a fairly straightforward—and hardly new—approach that is becoming more and more easy to implement through the use of an increasingly varied array of teleconferencing tools designed to pull us as near as possible to a sense of telepresence—the perception that we are sharing a physical space, side-by-side, regardless of the actual physical distance between us.

It’s as if we had formally decided to counteract the frustrations of social distancing by engaging in an updated version of virtual proximity—and we are, increasingly, seeing this virtual proximity become widespread through necessity. The ATD South Florida Chapter, for example, reacted magnificently to shelter-in-place by proposing and implementing, in less than a month, a series of online weekly gatherings that have all the spirit and camaraderie of the long-standing onsite chapter meetings that are a staple of ATD chapters throughout the United States. When chapter leaders decided to experiment with this face-to-face online approach through the use of Zoom, they immediately put out a request for proposals from chapter members interested in being part of this initiative. I saw the first request, via email, on Friday, March 27, 2020. A week later, I was in the virtual audience for the first session, led by longtime colleague and chapter member Jennifer Dow, on the topic of “Engaging Your Audience While Facilitating Virtually.” Two weeks after receiving that email message, I was in the audience for the second session, led by chapter member George Romagosa, on the topic of “Quick and Easy MicroLearning.” And this morning—three weeks after seeing the initial request for proposals, I was leading a session centered on a few case studies of organizations that were making the switch from onsite to online operations almost—if not virtually—overnight.

As we look at how my colleagues in that first-rate, highly innovative, and very playful chapter managed to create this new series so quickly, we would do well to begin with a glance at the cordial, transparent, collegial manner in which they invited participation while also creating awareness of what was in the works. Under a banner containing a simple message—“Let’s support one another at this time”—they quickly drew us in: “ATDSFL remains focused on supporting your professional needs. During this time, we are seeking talent development professionals who would like to share best practices, tips and strategies in virtual training delivery. Small and large organizations alike may be struggling with how to transition quickly to online or virtual training and we would like to equip our members with the skills to tackle this challenge! Please contact the Director of TD Talks Selen Turner at selenturner@comcast.net if you are interested in being a virtual speaker.”

It’s all there, and completely reflective of the tenor of all interactions with ATD South Florida Chapter members: the statement of need, the proposed action to be taken, a clear statement of what is being sought, and guidance on how to respond.”

As a rare chapter member whose interactions are all virtual except for those rare times when I’m actually in Florida (rather than San Francisco or other parts of the country) for a project, I was intrigued. And as a prospective session facilitator, I was as impressed as I always am by the quick response I received to my initial proposal. This is what makes an association thrive. This is what makes an association be seen as the place to be. And this is an association that, through its collaborative approach to implementing its mission, vision, and value statements, is there for us—and we for it—in the best and the worst of times.

The parent organization, at its best, is every bit as creative and responsive as its chapters are; no surprise there. Faced, for example, with the difficult decision so many associations are currently having to make—to go ahead with planning for large conferences that are routinely held on an annual basis or cancel them in acknowledgment that gathering large numbers of people together during a time of pandemic—ATD recently announced that its annual gathering (as usual, scheduled for May) is being cancelled, and that the Association would look forward to gathering onsite next year for its five-day conference and exposition—presumably when health and safety issues had been overcome. But it didn’t stop there. Several days later, a follow-up note went out to the thousands of us around the world who belong to ATD: an invitation to attend an ATD 2020 Virtual Conference to be held a couple of weeks later than the onsite conference would have been held. It’s still very early in the process of disseminating information about what specific sessions will be held, but signs are already promising that our Association colleagues are doing everything possible to recreate, virtually, what is being lost through that onsite cancellation: dozens of formal learning opportunities; networking opportunities in group and one-on-one situations; and an opportunity to “be a part of ATD’s history as we come together for a new learning experience.”

I have often reflected on and written about the value of associations—and association! I’ve documented the high regard in which I hold colleagues in the American Library Association, ATD (initially in those years when it was still ASTD, the American Society for Training & Development), ShapingEDU, the New Media Consortium before financial difficulties led its board members to make the decision to dissolve the organization, T is for Training, and others. And I was inspired to do so again today after coming across a prompt from ATD on its Facebook page: “What does being a member of ATD mean to you?”

The answer flowed effortlessly, without requiring much thought: It means the world to me. ATD is a magnificent community of learning. A large laboratory/sandbox for exploring and engaging in lifelong learning. A source of support in the best of times and the most challenging of times. A meeting place. A testing ground for new ideas and a place to improve what we have already developed. A professional family. A state of mind. A place we can call home. And because it is so good at what it does, it helps define the word “association” in numerous, varied, nuanced ways.

So, there we are: association in all its glory, even in times requiring us to shelter in place…while still offering us opportunities to nurture proximity in all the important ways.

–N.B.: This is the fourth in a series of reflections inspired by colleagues’ reactions to the coronavirus and shelter-in-place experiences and our continuing interactions online.


Adapting to Change, Loss, and Possibilities: Our Communities of Learning Are Responding

April 10, 2020

The massive transformation of our onsite world—at least temporarily—into a coronavirus pandemic shelter-in-place online world dominated by social distancing (but far from complete social isolation) has been breathtakingly quick, as I noted recently in two posts about how the ShapingEDU 2020 Unconference went online overnight.

There has been plenty to make our heads spin: a global “incompetence pandemic” displayed through lack of leadership; the massive spread of misinformation contributing to “an infodemic: ‘an over-abundance of information’—some accurate and some not—that makes it hard for people to find trustworthy sources and reliable guidance when they need it”; an ever-increasing spread of the pandemic in terms of confirmed cases and deaths attributed to the coronavirus, which may be only the tip of a terribly large iceberg, given the low percentage of people tested globally; increasing levels of fear, and much-needed sources of information about how to cope with fear and anxiety in challenging times; and the rapid move from onsite learning into online environments by countless people who are ill-prepared—yet valiantly struggling to—successfully support that move in academic and workplace learning settings.

All that head-spinning, however, doesn’t mean that all of us are completely in a shut-down, wait-it-out mood. For those of us lucky enough to have great friends and colleagues, good internet access, and decent infrastructures in place for online communication, our work continues. Our interactions remain strong. And our desire to be of positive use to those we serve is finding plenty of outlets.

Family, friends, and colleagues are responding creatively and positively to the need to avoid isolation in a time of social distancing. We are spending a bit more time than usual taking advantage of the opportunities provided by social media interactions—some playful, some completely work-related, and all of them in some way keeping our communities as strong and thriving as they can possibly be in the current situation. I am, for example, sure I wasn’t alone in being part of an effort to take a celebration—in this case, my father’s birthday party—online via Zoom a few days ago, and creating some online “face-to-face” (telepresence) time via FaceTime a few days earlier to offer happy birthday wishes to a cousin on the other side of the country. Friends and I have been having rudimentary virtual brunches by phone and informal community drop-in gatherings via Zoom to stay in touch, share resources and updates about what we are seeing in training-teaching-learning, and offer support to those who, at any particular moment, might be struggling more than the rest of us are—because we know they will be there to do the same thing for us when we find ourselves falling into a dark place that threatens to overwhelm us.

Through all of this, my colleagues and clients and I are continuing to do business as we always have by phone, email, and a variety of online social media and videoconferencing tools. We are continuing to work on our online projects—courses, webinars, and publications, for example—and plan new ones to develop and facilitate to meet the ongoing training-teaching-learning needs we are committed to meeting.

Among the many developments for which I remain grateful is the magnificent way so many organizations and individuals are stepping up to the plate to provide much-needed information and support. The American Library Association (ALA) Public Library Association division, for example, has done a spectacular job in quickly documenting how public libraries are responding to community needs while shelter-in-place guidelines remain in place—an invaluable resource for those of us working with colleagues in libraries as well as for anyone interested in learning what is available in communities across the country at this point through these wonderful learning organizations. Local libraries including San Francisco Public are doing a great job of publicizing online resources such as kanopy, a service through which we can watch up to 15 movies a month free of charge—which has been a wonderful opportunity to catch up on old favorites while viewing some I hadn’t previously seen. And the San Francisco-based Internet Archive, in a somewhat controversial move, has tremendously expanded access to its online holdings through creation of a National Emergency Library providing access to millions of resources for trainers, teachers, and other learners who would otherwise be cut off from those volumes while library buildings remain closed.

My go-to professional families, including ALA, have been as responsive as they have ever been. ATD (the Association for Talent Development), for example, has curated “resources for virtual training design and facilitation,” on its website, for its members; there are numerous links to articles, videos, blog posts, and webcasts for those of us who support the parent organization through our membership dues throughout the year. And the resources extend to the regional and local levels through the wonderful way that colleagues in chapters including the ATD South Florida Chapter are strengthening their already strong communities of learning by quickly scheduling events along the lines of South Florida’s weekly Virtual TD (Talent Development) Talks via Zoom. What they are doing, by the way, is far from unique; I can’t even imagine trying to keep up with all the wonderful online learning opportunities I’m currently finding online every time I open my email and social media accounts to check for updates.

As if that weren’t enough, I am seeing—and taking advantage of—highly-interactive webinars offered by colleagues whose work I consistently admire, including George Couros. The spectacularly successful “Opportunities for Learning and Leading in a Virtual Space” webinar that he, Katie Novak, and AJ Juliani designed and facilitated last month, and have made accessible online free of charge, was a tremendous example of leaders responding to the needs of their co-conspirators in learning—and further nurturing the informal communities of learning they have fostered through innovative massive online open courses and other creative online learning opportunities. The event attracted more than 600 participants who engaged with Couros, Novak, and Juliana via a speed-of-light chat flowing down the side of the screen while their slides were visible and they were facilitating the session. It was a tremendous example of engaging, effective, memorable online learning in action. And if you’re still looking for thoughtful resources, check out the George Couros blog, which offers new, consistently high-quality posts with unbelievable frequency

Sardek Love, a cherished ATD friend/colleague/mentor who knows equally well how to work and play, has consistently been reminding all of us that it is during times of challenge or crisis that we can find some of our best opportunities, and that we need look no further than our own mirrors to see some of our best resources reflected back at us. I love, admire, and only partially succeed in attempting to emulate his commitment to pushing everyone as hard as he pushes himself. To remind us what we are possible of achieving. To remind us of how to nurture all that is most positive within us.  And to remind us that, through our actions—alone as well as collaboratively—we will respond to the best of our abilities. And come out of this with as much to celebrate as we might be left with to grieve.

–N.B.: This is the second in a series of reflections inspired by colleagues’ reactions to the coronavirus and shelter-in-place experiences and our continuing interactions online. Next: Our Communities Are Smiling.


ShapingEDU Unconference 2020: Taking It All Online During the Coronavirus Pandemic (Pt. 2 of 2)

March 26, 2020

An innocuous little note at the bottom of the “living” online agenda for the 2020 Arizona State University ShapingEDU Unconference (for “dreamers, doers, and drivers shaping the future of learning in the digital age”) earlier this month proved, in retrospect, to be one of the most prescient and useful comments anyone could have injected into the planning process: “While the start and end tines each day will not change, all activity times are fluid/subject to change…because it’s an unconference.”

The two previous ShapingEDU unconferences (in 2018 and 2019) had been tremendous examples of what can happen when a blended (onsite-online) community of learning meets face to face on an annual basis with an understanding that the agenda—and the Unconference itself—is subject to change in any way that fosters positive conversation and action. (As I noted in the first of these two sets of Unconference reflections, the 2018 Unconference produced a framework—10 Actions to Shape the Future of Learning—for action and archived materials, including graphic facilitator Karina Branson’s visual representations of what occurred there; the 2019 Unconference produced an online 18-page communique of “actionable ideas and strategies that can humanize learning, promote greater access to and equity in learning experiences, better connect education to the future workforce and world, and nurture highly collaborative communities of practice” that continues to be shared globally.) The overall structure of both events—an clear, concise statement of purpose provided the framework for discussion, planning, and implementation; the flexibility of the living agenda allowed and encouraged participants to alter the agenda at any time during which it became apparent that changes would produce greater results than the previous version of the agenda nurtured—fostered the perfect response to the swift transformations that literally took place overnight during the event this year. It also suggests a framework for trainer-teacher-learners to emulate as we move forward in designing and facilitating the best possible learning opportunities for those we serve.

The key moment in the ShapingEDU community’s response to the spread of the coronavirus occurred at the end of the first full day of onsite-online activities. Unconference organizers, responding to the fear that airlines might soon be cancelling flights and leave onsite participants separated from their families, made what was for them a very difficult decision: cancelling the onsite portion of the Unconference and simultaneously moving the mostly-onsite event completely online.

More importantly, they used every avenue available to quickly disseminate news of the decision and provide clear instructions on how we would continue during the second day of the two-day event. There were face-to-face conversations in the lobby of the hotel where many of us were staying. There was an email message sent to all participants. There were posts in the ShapingEDU Unconference Slack channel. To say it as bluntly as possible: there was complete transparency about what was happening and there was a magnificent effort to convey the news in the most positive way possible.

It’s well worth sharing a slightly-edited version of the note that was drafted by Samantha Becker, who serves as a driving force and supportive colleague in virtually everything related to the community and the Unconference, and that went out to all of us:

“Dear Dreamers, Doers and Drivers:

“Thank you so much for your brilliant participation and rallying today to advance some awesome and actionable outputs to better education. You made it insightful and you made it fun. You have truly embraced the spirit of the unconference!

“We have made a decision to pivot to online-only activities tomorrow, beginning again in our Zoom room [the link was shared here to make it easy for attendees to continue participating] at 9am AZ time / 12pm Eastern US Time. This was a very difficult decision to make, and one that has been made to take every precaution for our community, given the updates unfolding around us in real-time. Those here in person that wish to take earlier flights can.

“That said, we except a robust online program tomorrow, kicking off at 9am with a special talk from Adobe’s Todd Taylor on digital and creative fluency. Our graphic facilitator Karina Branson will be online and making her graphics all digital! Watch us flex. :wink:

The goal tomorrow online is take all the actionable ideas and products we came up with in our neighborhood working sessions, narrow them down and start firming up concrete plans for the ShapingEDU community to weigh in on. Even if you couldn’t make today or only part of today, you can jump in tomorrow and contribute in a major way.

Zoom Room: [again, the link was provided]  (9am – 1pm AZ / 12pm – 4pm Eastern US)

If you have any questions, please don’t hesitate to reach out. The Slack workspace has been lively and we’ll pick our conversations back up there in the #unconference2020 channel.”

Reading that note can’t help but leave us with an appreciation for how quickly, effectively, and positively Samantha and other Unconference organizers (with input from available attendees) made and publicized the transformation. We can’t help but notice how effectively they used every resource available to them. And, above all, we have to acknowledge how well-prepared (through its consistent exploration and use of online communication tools) community members were for this massive shift in plans—the same sort of massive shift that is occurring in training-teaching-learning worldwide.

Visual Summary, by Karina Branson (ConverSketch), of Virtual Planning Session

The result was that when we reconvened (online) the following morning, most of us were present. Ready to work. And deeply appreciative for the creative, playful way with which the change was managed. One of the first spur-of-the-moment adaptations came from Laura Geringer, the community engagement, writing, and project leadership consultant who does much of the day-to-day work of reaching out to ShapingEDU community members to keep us informed and involved. Acknowledging that this was a group that thrived on collegiality and effective use of videoconferencing platforms like Zoom, she encouraged all of us to activate the webcams on our laptops so we could produce a global wave. And even for those of us who found our webcams choosing that moment to malfunction, the gesture was a success. We waved. We laughed. And then we got down to business, putting the technology in the background and bringing the interactions into the foreground to produce a set of proposals for projects the community will consider pursuing as a result of the time we spent together at ShapingEDU 2020.

ShapingEDU 2020 Virtual Wave

So, let’s hear it for flexible/adaptable communities of learning and all that their members do to make them successful through an approach of considering everyone a co-conspirator in the training-teaching-learning-doing process. A willingness to work with technology that sometimes produces spectacular results and sometimes leaves us frustrated by short-term failures. And living agendas that are created with an understanding that “all activity times are fluid/subject to change”…because that’s one of many approaches we can take to produce first-rate learning opportunities and the results they can produce.

N.B.: Trainer-teacher-learners worldwide are creating and sharing magnificent resources to help colleagues make the transition from onsite to online learning. Among those are Cindy Huggett’s “Virtual Presenter’s Guide to Using Zoom Meeting Tools” and the numerous suggestions posted in the Facebook  Pandemic Pedagogy group. If you want to share your own resources, please don’t hesitate to respond to this post via a comment.


ShapingEDU Unconference 2020: On Learning, Pandemics, and Rapid Adaptability (Pt. 1 of 2)

March 25, 2020

While trainer-teacher-learners globally are struggling to adapt to a rapidly-changing learning environment created as a result of the current coronavirus pandemic, examples of communities of learning adapting quickly through positive actions are abundant. It’s fascinating to watch—and participate in the growth of—global networks including the Facebook Pandemic Pedagogy group which, as of today, has more than 26,000 members online creating/sharing/absorbing information, resources, questions, and ideas regarding the large-scale, blink-of-an-eye movement from onsite instruction to online learning opportunities. It’s exciting to be part of smaller communities of learning, including Maurice Coleman’s T is for Training group centered around his biweekly podcast exploring training-teaching-learning-doing in libraries across the United States, as they create and facilitate informal online community discussions via Zoom and numerous other videoconferencing tools as a way of keeping up, staying socially connected in a time of social distancing, and doing what it they do best: promoting the best possible approaches to fostering positive learning experiences for those who rely on them for support.

In the midst of all this, the 2020 Arizona State University ShapingEDU Unconference (for “dreamers, doers, and drivers shaping the future of learning in the digital age”) earlier this month stands out as a stunningly successful example of how those of us comfortable with and experienced in working in blended (onsite/online) environments are well-positioned to pivot on a very small (digital) dime when necessary. More importantly, it may be useful example/case study for trainer-teacher-learner-doers globally not only during the current coronavirus pandemic but during any period during which our approach to the work we do has to change as fast as the world around us is changing.

The third annual Unconference was planned, over a months-long period of time, as an onsite gathering (in Tempe, Arizona) with the potential for some online interactions for those community members unable to attend onsite. It was scheduled to begin onsite with an opening reception on the evening of March 11 and conclude around noon on March 13. Registration—by invitation only—peaked at nearly 220 participants in the days before the event was scheduled to begin. But when coronavirus concerns increased in late February and early March, cancellations accelerated; by the time participants began arriving in Tempe, there had been more than 50 cancellations, and the opening night reception had fewer than 50 people in attendance.

What could have been a deal- (or Unconference-) breaker simply became a challenge in adaptability for those onsite as well as for those online. Onsite participants doubled down on our efforts to draw our online colleagues into the conversations via Twitter, via the Unconference live feed (via Zoom) that was already in place, and through quick adaptations in the way onsite sessions were managed.

It’s important to acknowledge that quite a bit goes into creating a community and an event as flexible/adaptable, focused, innovative, and productive as the ShapingEDU community and Unconference have proved to be during their first couple of years of operations. This is not something that we master and implement overnight. It starts with a shared vision: in this case, a commitment “to assemble a diverse collection of dreamers, doers, and drivers who believe that we can collectively shape a rich and impactful future for the application of emerging technologies to the design of learning and learners over the next chapter of the digital age” [the quote is from the invitation to attend the first Unconference, held in April 2018]. It grows through the work of first-rate planners and facilitators with a talent for including, at every possible opportunity, all interested community members in the actual planning process through numerous tools including a “living” online agenda. It is supported year-round through formal and informal online interactions, including webinars focused on specific elements of the overall ShapingEDU initiative and online publications that serve as resources for trainer-teacher-learner-doers worldwide. And, most importantly of all, it is grounded in a commitment to maintain a positive approach—particularly in times of adversity.

The community and its annual unconferences are seamlessly interwoven: the onsite interactions support the year-round online interactions, and the online interactions and projects fuel the onsite gatherings. ShapingEDU as an initiative and a community, furthermore, thrives through a combination of cherishing and promoting dreaming as well as doing—there is plenty of room within this community for those who love contemplating big ideas and those who want to get something done. In fact, one of the biggest strengths of the ShapingEDU community is that the dreamers are also drivers and doers who are not at all satisfied with coming up with ideas and then leaving the development and implementation to someone else. It’s a community that values and seeks and produces results. (The 2018 Unconference produced a framework—10 Actions to Shape the Future of Learning—for action and archived materials, including graphic facilitator Karina Branson’s visual representations of what occurred there; the 2019 Unconference produced an online 18-page communique of “actionable ideas and strategies that can humanize learning, promote greater access to and equity in learning experiences, better connect education to the future workforce and world, and nurture highly collaborative communities of practice” that has been shared globally.)  

Acknowledging everyone involved in the development of the community and the unconferences would invariably result in an unbearably long post here on Building Creative Bridges and inadvertently leaving someone out, but a few key players are well worth mentioning as resources to anyone interested in knowing more about how to replicate its early successes. There is Lev Gonick, Arizona State University chief information officer and a founding force behind ShapingEDU. There is Samantha Becker, a cherished long-time colleague and collaborator who, as community manager for ShapingEDU, serves as a driving force and supportive colleague in virtually everything related to the community and the Unconference. And there is Laura Geringer, the community engagement, writing, and project leadership consultant who does much of the day-to-day work of reaching out to ShapingEDU community members to keep us informed and involved. Working alongside them physically and virtually are the volunteers who take bite-sized pieces of the overall initiative and work toward transforming dreams into positive, meaningful, measurable results.

What Lev and Sam and Laura nurture was clearly visible onsite. Because we are used to blended onsite-online interactions, it wasn’t much of a stretch for us to integrate our online colleagues into our activities on the first full day the 2020 Unconference. And when it became clear that the much lower-than-expected number of online participants was going to radically curtail the effectiveness of the breakout sessions we had planned for each group pursuing a part of the overall ShapingEDU framework, we quickly merged some of the groups with overlapping areas of interest and expertise to create more dynamic conversations, then further improvised by fully integrating what had initially been envisioned as conversations divided between onsite and online groups—which meant, for example, that my colleague Kim Flintoff (working from Australia) and I quickly snagged a room with projection and audio/loudspeaker capabilities—so we could hook my laptop up to those systems; the result was that we co-facilitated a session that extended from our room in Tempe all the way to Kim’s home on the other side of the world—and also drew in a couple of other onsite facilitators and a few online participants into the same highly productive completely blended session. One of the most rewarding signs of success came when we stopped paying attention to the technology that was making the session possible and focused on the results we were hoping to produce.

Just when all of us at the Unconference thought we had pushed our ability to adapt to its limit, another unexpected twist occurred—at the end of our first full day together: the increasing fear of cancelled flights home because of the then not-yet-implemented shelter-in-place orders that started going into effect less than a week later in parts of the United States drove the unexpected decision to move everything online overnight. Which meant that almost everyone had to scramble to rebook flights. Cancel their overnight reservations at the conference hotel. Scramble to pack everything that had been brought to the conference. And take actions that would have us all back together the following morning for Day 2 of what was about to become a completely virtual conference—with just a handful of us continuing to work together (in the Unconference online environment) from the dining room of the Unconference hotel.

Next: Going Online to Continue Dreaming, Driving, and Doing


T is for Training: Innovator’s Mindset, Instagram, and Trolls

February 14, 2020

Empathetic, problem finder-solver, risk-taker, networked, observant, creator, resilient, reflective: eight characteristics of The Innovator’s Mindset. And eight terms that could easily have been applied to Maurice Coleman during the recording of the latest episode of his long-running, biweekly T is for Training podcast last night.

The podcast—designed for anyone interested or involved in training-teaching-learning in libraries (and a variety of other learning venues)—wasn’t perfect last night. But that’s OK; like the learning that T is for Training so often explores and fosters through playful hour-long discussions among a core group of participants and an occasional guest, the podcast is not meant to be perfect. (If you decide to listen to the latest episode, you can skip the first three minutes and join it at the four-minute mark to dive right into the discussion.) It was, however, a great example of the topics under consideration: the book Innovate Inside the Box: Empowering Learners Through UDL [Universal Design for Learning]and the Innovator’s Mindset (by George Couros and Katie Novak) and the innovatively engaging Innovate Inside the Box (IITB) Instagram Book Study group is inspired—where Instagram became the platform for the core of the discussions.

With just two of us—Maurice and me—initially participating in the recording, we worked our way through some technical problems we were having with the podcast software during the first few minutes of the recording (resilient!…and grumpy, although that’s not one of the eight characteristics we were exploring). And, after those first few less-than-perfect moments, we began with a quick summary of the content of the book before exploring how the online book study group functioned and produced some interesting learning experiences and results…and the beginning of a potentially dynamic new community of learning.

he risk-taker element of the endeavor is that T is for Training is live and open to anyone who wants to call in—which means we often have some lively discussions, and occasionally find ourselves visited by that awful beast known as a troll. That, as you correctly assumed by reading the title of this post, is what happened about a third of the way through the recording last night. Maurice, always willing to engage in a bit of empathy, gave the troll a couple of (mercifully brief) opportunities to actually rise to the challenge of contributing positively to the conversation. Displayed resilience by bouncing back quickly from each interruption this somewhat persistent troll attempted to create. And ultimately engaged in another session of our favorite podcast pastime—whack a troll. The conversation ultimately continued, successfully, as if nothing had ever happened (problem found, problem solved).

Moving into a discussion of the Instagram book study group, we found ourselves doing far more than simply reviewing what it produced in terms of learning; innovation; products (e.g., the Instagram posts, tweets, and blog pieces) made by the creators who were participating in the group; and reflections. We were (occasionally) reflective, and networking came into it through mentions of T is for Training community members who were not present for the recording but will ultimately be part of that episode when they listen and respond to the content we managed to create. The role of creator, furthermore, is on display because the recording and dissemination of that episode of the podcast is becoming another contribution to the community initiated through the Instagram book study group and continuing on Instagram (and elsewhere) under the general #InnovateInsideTheBox hashtag.

For me, the real punchline here is that T is for Training has just been drawn into yet another rhizomatically-expanding community of learning—one that includes the Instagram Book Study group, the #InnovateInsideTheBox Instagram/Twitter/Facebook collaborations, the blog postings several of us have created in response to what we have encountered in the book as well as in the online conversations, and others yet to be determined. It’s one of the characteristics of the Innovator’s Mindset (networked); the best trainer-teacher-learners I have met and with whom I regularly interact; and the T is for Training community itself. And the best news of all is that you’re welcome to join any part of it, at any time, if you want to explore and nurture your own Innovator’s Mindset.

–N.B.: T is for Training generally records every other Thursday evening at 9 pm ET/6 pm PT. More information is available on the podcast website.


Learning, Innovation, and Instagram (#IITB, Pt. 4 of 4): On “Reading” Innovate Inside the Box

February 12, 2020

Sometimes a book can be much more than what rests upon its pages. It can be a catalyst. A meeting place. An invitation to engage in reflective learning. And the center of a community that forms when each of us, through our own reactions and interactions with the book and other readers, end up producing our own individual, highly-personalized versions of that book—which is exactly the sort of multilevel, potentially transformative experience that George Couros and Katie Novak have produced through Innovate Inside the Box: Empowering Learners Through UDL [Universal Design for Learning]and the Innovator’s Mindset.

The book itself is a paeon to the idea that innovation can be fostered as much by and within the limitations we face as trainer-teacher-learners as by thinking outside the box: “…the system, with its rules and limitations, is never a reason not to innovate. To the contrary, the system or ‘box’ you work within may be the very reason you need to innovate,” Couros writes in the opening pages of the introduction to the book. And, as has happened both times I have read books he has produced, I find myself taking an innovative approach to the act of reading itself: slowing down rather than racing through the text; stopping to follow links to sources (e.g., blog posts, short articles, or videos) he has cited in his text so that they become part of my personal version of the book; reflecting, through blog posts, on the content he (and, in this case, in collaboration with Novak) provides as a way of more deeply and rewardingly absorbing what he offers; and engaging in online interactions with others who are also reading—or have read—the book.

The special “reading” twist this time has been involvement in a three-week book study group using Instagram as the platform for the conversations—an innovation for me because this has been the first time I have engaged with others via Instagram for any reason, and it’s the first time I have, through the creation of a series of book-related posts, explored the potential Instagram offers as a tool for training-teaching-learning—then carried those posts into my Tumblr account as a way of collecting those thoughts into a cohesive, easy-to-follow online record of my own learning. The results, from a learning point of view, have been spectacular for me, and the content of the book has become far more meaningful and useable than it otherwise would have been.

Sample of the Instagram Book Study
group feed, from Picuki.com:
https://www.picuki.com/tag/InnovateInsideTheBox

Starting with the first of three sections—“The Core of Innovative Teaching and Learning”—Couros, as a co-conspirator in our learning process, walks with us through chapters exploring the importance of relationships in learning; learning that is learner-drive and evidence-informed; creating (and engaging in) empowered learning experiences; and being both a master learner and a master educator—recognizing, at all times, that the word “master” does not mean that we are perfect. By inviting us to explore these themes through the Innovate Inside the Box Instagram Book Study group, he and Novak extend the “book” into cyberspace for (and with) all of us in ways that have us creating a record of our own learning and a set of experiences that—because Instagram is obviously, at its core, a visual medium with opportunities to interweave imagery and text—create learning anchors (in this case, the visual reminders we create in the form of posts on Instagram) to make the learning more memorable—and, of course, playful.

The second section fully carries us into chapter-by-chapter explorations of the “characteristics of the Innovator’s Mindset”: empathetic, problem finders-solvers, risk-takers, networked, observant, creators, resilient, and reflective. And again, our starting point is through the reading of the textual conversation in which Couros and Novak bounce back and forth with observations about and guidance on how to incorporate those attributes into our own efforts to develop the Innovator’s Mindset for ourselves in ways to benefit those we serve. But, we realize as we reflect upon what we are reading, that is only the beginning. The real innovation comes through application of the work, and that’s where the formation of the community of teacher-trainer-learners within the online, (mostly) asynchronous book study group produces results worth noting. In creating posts about empathy in learning, we reflect upon—and begin to further hone—our own empathy toward our learners. In creating posts about risk-taking, we are inspired to take—and learn from the process of taking—risks by exploring resources and tools that allow us to produce better, more engaging and meaningful posts, on Instagram than we otherwise might have produced. The process of participating in the book study group becomes integral to the process of reading, absorbing, and applying what Couros and Novak offer us. And those of us willing to put the extra time into this level of “reading” the book (encountering the text, reflecting upon it, creating something from it that we can use in other venues, interacting with others as part of that reading-as-creative-process experience, and providing positive, inspirational learning experiences for others as a result) walk away with a reading experience that is every bit as innovative as anything the words upon the pages of the book can offer.

From Paul’s Tumblr account:
https://www.tumblr.com/blog/paulsignorelli

A short, very sweet concluding section suggesting “You Are the Change You Seek” serves as a reminder that “finishing” the book does not mean we are about to place it on a shelf where it becomes covered under an ever-growing shroud of dust, for this is not the kind of book you finish—or that is ever finished with you. As long as we remember what we have gained and apply it to the work we do, we will continue innovating within the box—and far beyond it, too.–N.B.: This is the fourth in a set of reflections inspired by #IITB, the Innovate Inside the Box Instagram Book Study group.


Learning, Innovation, and Instagram (#IITB, Pt. 3 of 4): Building Character(istics)

February 11, 2020

To display the character—and the characteristics—of the Innovator’s Mindset requires us to be observant, be creators, be resilient, and be reflective, George Couros and Katie Novak suggest as they explore the final four of those eight Innovator’s Mindset qualities in their book Innovate Inside the Box: Empowering Learners Through UDL [Universal Design for Learning]and the Innovator’s Mindset and continue engaging us through participation in their Innovate Inside the Box Instagram Book Study group.

Exploring themes that flow through the entire book, and exploring how Instagram might be incorporated into engaging training-teaching-learning opportunities, has certainly provided me with inspiration to be observant, to be creative (in the sense of creating Instagram posts that can serve as learning moments), to be resilient (each post has required multiple attempts and the use of at least a couple of different tools to produce the images/learning moments I was attempting to produce), and reflective. The results, as you can see from what I posted previously and from the following lightly-edited sets of reflections from each of the most recent Instagram/Tumblr posts I completed while contributing to the discussions on four of the eight Innovator’s Mindset characteristics, display the never-quite-perfect record-of-my-learning-process in ways that will serve as reminders to me—and, possibly, to you—of the value of regularly engaging in learning rather than remaining solely in the instructor/learning facilitator role so many of us pursue.

Comments accompanying the fifth of eight Innovator’s Mindset-post characteristics—this one on the Innovator’s Mindset characteristic observant: Something that has been all around—completely unnoticed, completely unobserved—is called to your attention. You take note of it. You might study it a bit. You absorb it into your verbal, visual, and “attentiveness” (things-I-need-to-notice) vocabulary. And suddenly, it seems as if it is everywhere you look. Which is the point that George Couros and Katie Novak make in Chapter 9 of Innovate Inside the Box: Empowering Learners Through UDL [Universal Design for Learning] and the Innovator’s Mindset). Being observant is a characteristic that, “in a world full of noise, is more valuable than ever,” Couros writes. Being observant, he continues, involves “the skill of finding nuggets of wisdom and powerful links to information [and] is one that you develop over time.” It’s a skill I’m further cultivating while experimenting with Instagram as a training-teaching-learning skill within the context of the book study group: I observe how my co-conspirators in learning—Couros, Novak, and those who are participating and interacting through their Instagram posts—approach the tool (creatively/innovatively); how some of us react to what Couros and Novak have written in their book and are providing via Instagram; and how we describe what we are doing to adopt the Innovator’s Mindset to create more productive, engaging, meaningful learning opportunities for our leaners and ourselves. “We have to design learning opportunities that leave room for students to observe the world around them, find their passions, and ask their own questions so their learning experiences aren’t cluttered with ‘one-size-fits-all’ resources that pave a path for them,” Novak writes. And, in learning and beginning to apply the lesson she and Couros are providing by not giving “one-size-fits-all” assignments in this book discussion/course, she makes us more observant, more likely to acquire and obtain glimpses of beauty in a world that we otherwise might not so carefully have noticed.

Comments about the sixth characteristic (creators): You see him in an urban park, creating an image from his surroundings. Creating something that matters to him. And, with any luck, something that will be seen by others, and that, to them, will matter, too. Consuming impressions from his surroundings—from his world—he engages in that stimulating moment of personifying the consumer-creator —an essential part of every learner’s experience, Couros and Novak remind us in Chapter 10 of Innovate Inside the Box. “Innovators need to be creators, not just consumers. With that in mind, teachers need to provide numerous opportunities for students to create by providing options and choices for students to collaborate, examine exemplars of creativity, find solutions to problems, use non-traditional forms to consume new information and content, and have the flexibility to put the ideas together to create and express new and better ideas”—which, as always, remains at the heart of what we, as participants in the Innovate Inside the Box Instagram Book Study group, are doing. We read, consuming the content from the book. We reflect, gleaning tips and gaining inspiration from what others post in Instagram. We create our own responses in the form of these images and the accompanying text we attempt to weave into our posts. And, as creator-consumers, we learn.

Comments about the seventh characteristic (resilient): We try to accomplish something, not sure how or whether we will succeed. And when we don’t, we try…and try again…until we get it right—which speaks to the power of resiliency, the seventh of eight characteristics of the Innovator’s Mindset explored by Couros and Novak in Innovate Inside the Box. “Innovators need to build resilience as setbacks and failing are expected. ‘Failure’ and ‘failing’ are different. Whereas failure is final, failing happens as part of an ongoing practice of trying and learning,” Novak tells us—a great reminder for me as I prepared this particular post and found myself having to try and try again until the cropping of the photo and the placement of the words were as effective as I could make them with the tools with which I’m working. It’s a lesson my colleagues and I share repeatedly with our co-conspirators in learning by suggesting that “fail to learn” is an often-overlooked foundation of resiliency—and success—in learning.

Comments accompanying my Instagram post on the eighth character trait: “The ability to reflect is crucial for understanding and processing,” Couros reminds us as he and Novak take us through the final characteristic of the Innovator’s Mindset: reflection. “It is also essential to our ability to move forward and create something from what we have learned. … Reflection time is something that should be seen as vital to learning…” The entire experience of participating in the Innovate Inside the Box Instagram Book Study group here on Instagram has been exactly that: a combination of moving forward in my learning about Instagram as a tool for training-teaching-learning; reading (and rereading) and reflecting on each chapter within Innovate Inside the Box; creating something that builds upon what I have already learned; and learning more by sharing it on Instagram, seeing how my co-conspirators in learning respond to it, and responding to the results of their own moving/creating/innovating/learning process. And because we are part of a community of learning, we have the chance to celebrate each step we take in moving toward improving what we do in service to the learners who rely on us for support, inspiration, and collaboration.–N.B.: This is the third in a set of reflections inspired by #IITB, the Innovate Inside the Box Instagram Book Study group. Next: When books are more than books.


Learning, Innovation, and Instagram (#IITB, Pt. 2 of 4): Building a Community of Learning

February 10, 2020

I’m watching—and, more importantly, participating in—the growth of another community of learning—the one fostered by writer-presenter-educator George Couros through the “Innovate Inside the Box [#IITB] Instagram Book Study” group he and his co-author, Katie Novak, are creating around their book Innovate Inside the Box: Empowering Learners Through UDL [Universal Design for Learning]and the Innovator’s Mindset.

It’s not a surprise at all to me that the community is thriving under their guidance: Couros’s Innovator’s Mindset MOOC (massive open online course) a couple of years ago was a playfully innovative and inspiring opportunity to work with a dynamic group of co-conspirators in learning. And the idea of using Instagram as a platform for learning has obviously been successful in attracting enough people to make this a unique and transformative learning opportunity well worth pursuing. As I mentioned in the first post in this series of reflections inspired by the #IITB book study group, it has been engaging from the moment during which I posted my first offering after opening an Instagram account last week and began interacting with George and the other co-conspirators—an experience that has quickly deepened after just seven days of online, asynchronous interactions. I’m finding kindred spirits—other teacher-trainer-learners with seemingly inexhaustible depths of curiosity. A willingness to experiment with new concepts and tools. And a commitment to creating time and space to interact around an overlapping set of topics that include innovation in learning, incorporating Instagram into learning, and exploring ways to expand our own learning in ways that will benefit those we serve. The experience is multifaceted—an online (mostly asynchronous) book discussion group, functioning in a way that is reminiscent of the best connectivist MOOCs (massive open online courses) I have joined. It has us interacting within the platform (Instagram) through the images, videos, and text we have been posting, and allows for interactions through the comments that we post about our own and others’ offerings and through expanded interactions via posting blog pieces like this one and reading (and responding to) those posted by others.

Most interestingly—and again, not surprisingly—the interactions themselves reflect many of the eight characteristics of the Innovator’s Mindset that all of us have been exploring and attempting to (further) develop. Going beyond the suggested basic level of participation—a suggested three postings for each of the three weeks the book discussion is scheduled to continue—because I have wanted to as fully as possible immerse myself in Instagram as a tool for training-teaching-learning, I’ve been creating separate posts that serve to summarize and respond to at least one element of each of the characteristics. The remainder of this blog post pulls lightly-edited text from each of the first four posts I completed while contributing to the discussions on four of the eight Innovator’s Mindset characteristics.

Comments accompanying the first post, on the Innovator’s Mindset characteristic of empathy: This, Couros proposes, “is about helping students seek out problems that are meaningful to them and then finding ways to solve or respond to those issues,” and it hearkens back to earlier passages in the book regarding the importance of asking the right questions to produce concrete, positive learning results. The goal, Novak adds, is “to empower students to become purposeful, motivated, resourceful, strategic learners”—a practice Couros and Novak put into play in the way they are encouraging those of us in the “Innovate inside the Box Instagram Book Study” group to absorb the content of their book, then apply it by producing Instagram posts that carry our learning forward through a process of deciding what each of us wants to know about Instagram and overcoming problems we face in locating and adapting solutions to design problems related to the creation of these posts.

Comments about the second characteristic (problem finders-solvers): This, Couros proposes, “is about helping students seek out problems that are meaningful to them and then finding ways to solve or respond to those issues,” and it hearkens back to earlier passages in the book regarding the importance of asking the right questions to produce concrete, positive learning results. The goal, Novak adds, is “to empower students to become purposeful, motivated, resourceful, strategic learners”—a practice Couros and Novak put into play in the way they are encouraging those of us in the “Innovate inside the Box Instagram Book Study” group to absorb the content of their book, then apply it by producing Instagram posts that carry our learning forward through a process of deciding what each of us wants to know about Instagram and overcoming problems we face in locating and adapting solutions to design problems related to the creation of these posts.

Comments about the third characteristic (risk-taking): Turning to “risk-taking” as one of eight characteristics of the Innovator’s Mindset (in “Innovate Inside the Box: Empowering Learners Through UDL [Universal Design for Learning] and the Innovator’s Mindset”), Couros and Novak are explicit in noting that they are not advocating “doing things that would harm our learners”; they are advocating the act of “moving from a comfortable average in pursuit of an unknown better”—something at the heart of the positive transformations that effective learning fosters. It’s a theme that speaks to me powerfully because I have, at points in my lifelong learning endeavors, caught myself (stupidly) thinking about not taking a course because it might lower my GPA—took me years to realize I no longer cared about grades; I cared about the positive results any great learning experience produces. I also occasionally catch myself—and stop myself from—holding back with questions about or experimental approaches to learning challenges offered in onsite and online courses and workshops; the self-imposed barrier, of course, comes from the fear that my peers/colleagues might somehow think less of me if I ask I a “stupid” question or produce results that are less dazzling than I hoped to produce when completing a learning task. What it comes down to, of course, is modeling for my co-conspirators in learning the very behavior I hope to foster in them: a willingness to try new things, overcome the fears that often accompany the act of taking risks, and live with—and actually embrace—the temporary failures that accompany us as we take the path toward learning what we want and need to learn. We “have to eliminate the barriers that prevent students from taking risks,” Novak counsels, and I would suggest we need to do the same for ourselves if we want to develop and benefit from adopting and nurturing the characteristics of the Innovative Mindset—for our learners and ourselves.

Comments accompanying my Instagram post on the fourth characteristic (networked); Being “networked”—the fourth of the eight characteristics of the Innovator’s Mindset (in “Innovate Inside the Box: Empowering Learners Through UDL [Universal Design for Learning] and the Innovator’s Mindset”)—is “crucial both to innovative teaching and learning as well as to helping students develop an Innovator’s Mindset,” George Couros writes. It’s a characteristic well-fostered in the “Innovate Inside the Box Instagram Book Study” group for which this and my other #InnovateInsideTheBox posts on Instagram [with copies posted to Tumblr] have been prepared: by engaging in an asynchronous book discussion via Instagram, those of us participating with George and his “Inside the Box” co-author, Katie Novak, are meeting and engaging with others in a rapidly-developing network of educators (aka, trainer-teacher-learners] that has the potential to become another long-term community of learning. We work through Instagram; we learn with and from each other; and, if we’re successful, we and the learners we serve will benefit from having nurtured the “networked” and other Innovator’s Mindset characteristics we are developing with each new interaction we help create. As Novak observes, “When we provide students [ourselves included] with authentic opportunities to network and dive their own learning, it’s a hell of a ride.”

–N.B.: This is the second in a set of reflections inspired by #IITB, the Innovate Inside the Box Instagram Book Study group. Next: The four remaining characteristics (observant, creators, resilient, and reflective).


Learning, Innovation, and Instagram (#IITB, Pt. 1 of 4): The Questions That Inspire Us

February 5, 2020

I’m learning to use Instagram as a tool to foster training-teaching-learning. Not because friends and colleagues told me I should be on Instagram. (They did.) Not because I feel a compelling need to become active on yet another social media platform. (I don’t.) And certainly not for course credits or a grade: there are no grades given in the course I am pursuing—just an opportunity to explore an unfamiliar resource with the support of a tremendously innovative community of learning, under the guidance of a writer-presenter-educator (George Couros) I very much admire.

It started with a question, as have so many of my favorite and most transformative learning opportunities: how can Instagram be used to innovatively foster learning? And it’s the sort of learning opportunity I very much admire. It’s engaging—the moment I posted my first offering on Instagram, I became drawn into brief exchanges with George and my other co-conspirators in learning. It’s multifaceted—an online (mostly asynchronous) book discussion group, functioning as a connectivist MOOC (massive open online course), that includes the opportunity to explore a social media tool (Instagram) as part of the larger goal of engaging in transformative conversations on a topic (innovation in learning) that is of interest to me and those I serve. It’s rhizomatic—expanding and exploding across multiple platforms including Instagram, Twitter, Facebook, YouTube, and even blog postings like this one. And it is creative in every sense of the word, including the idea that we as learners engage in the creation of numerous examples of how Instagram can be used in learning (while learning about Instagram itself) so that, at the conclusion of this three-week book discussion/course/community-of-learning-in-action, we will have produced a fluid, amendable “textbook” that can be used by others interested in learning about Instagram in learning.

The online book discussion group/Instagram-in-learning course fostered through this “Innovate Inside the Box [#IITB] Book Study” group begins with a chapter-by-chapter set of readings from and responses to Innovate Inside the Box: Empowering Learners Through UDL [Universal Design for Learning]and the Innovator’s Mindset, written by George and his co-author Katie Novak. We seamlessly jump from the pages of this trainer-teacher-learner must-read book into Instagram (using the hashtag #InnovateInsideTheBox and more specific chapter-by-chapter hashtags, e.g., #IITBCh1 for postings connected to our exploration of Chapter 1) to learn from posts and comments by George and Katie.

We cannot, if we want to understand how this all works, overlook the magnificent organizational skills George brings to the course. He seeds the Instagram conversations with concise, visually-consistent suggested discussion points; incorporates short videos produced with other social media tools, including TikTok, to draw us in as co-conspirators in the learning process; and obviously gave plenty of thought to creating those chapter-by-chapter hashtags so that any of us, at any time, could easily locate, contribute, and respond to content on the topic of our choice. We also benefit from the unspoken assumption that, with content exploding across Instagram, Twitter, Facebook, TikTok, blogs, and other social media platforms, there is no expectation that “keeping up” requires attention to all those possibilities and conversations; we choose what we can do within the time we have for the discussion/course, and happily work in what is a guilt-free learning zone.

Although I was late to joining the conversations—completing my first post on Instagram near the end of the second week of #IITB—I had been slowly reading and reflecting upon the book from the moment I received my copy. I was also using online resources to learn more about how Instagram works; how to create visually appealing posts appropriate to our goal of using Instagram for learning; and to survey some of the tools available for use in creating posts combining images and text. Attempting to complete and post a couple of contributions each day, it hasn’t taken me long to realize that the combination of text and imagery in those posts, along with reflections in the comments field of each post, are giving me a record of my learning; a quickly-growing resource library of images I can use in other projects I am currently completing; and examples I can use for the remainder of this blog post to show how the entire process is working for me—and might also work for you.

Comments accompanying the first post: Experimenting…always experimenting: the heart of training-teaching-learning. So, belatedly, I’m diving into what is meant to be a three-week innovative opportunity to explore Instagram as a tool for learning through an online Instagram-based book discussion centered on Innovate Inside the Box, by George Couros, with Katie Novak. George, upfront (on p. xxxv), reminds us that great learning opportunities, are fostered through our ability to draw upon our own creativity, our willingness to innovate to the benefit of our learners, and “the artistry of teaching”—which inspired me to go back to this photo I took of a playful work of art and think about how the successful incorporation of art into teaching-training-learning can help us hit the bull’s-eye when we are successful.

Comments accompanying the second post: In a chapter on learner-driven, evidence-informed learning, George suggests that a focus on grades (or, by extension, certificates of completion) rather than achievement reduces learning to “letters and numbers” and leaves our learners “lost in the process.” Fostering learning where “people are invested in their own goals” and where success is judged by evidence of positive transformation, on the other hand, carries learners “above and beyond goals that we set for them”—a lesson I’m re-learning as I participate in the book study group. If I were doing this for a grade or a certificate or if I were participating in a workshop on how to use Instagram, I would probably race through the learning challenges and be done with it; bringing my own commitment to lifelong learning to this innovative opportunity  to study innovation (and Instagram) and taking the time to explore what Instagram might offer me and those I serve through training-teaching-learning-doing, however, is inspiring me to spend much more time than expected preparing each of these posts—with the result that I’ll leave the study group, when the formal interactions conclude, with an understanding far deeper and more useful than anything a grade provides.

Comments accompanying the third post: In his chapter “Master Learner, Master Educator,” George addresses a theme that comes up often with my colleagues: our roles as teacher-trainer-learners are inextricably interconnected; one part of that term without the others leaves us—and those we serve—at a terrible disadvantage in terms of facilitating and taking advantage of effective, positive, learning opportunities. “If you want to be a master educator, you need to be a master learner,” he reminds us, adding, later in the chapter, the wonderful punchline: “…learning has no endpoint; it is a continuous journey with many opportunities to explore.” And the more we encourage our learners—and ourselves—to solve challenges for themselves/ourselves rather than being spoon fed information they/we will not be able to remember, the more we help them—and ourselves—grow into successful lifelong learners—a lesson I continue to see reinforced as I explore the intersection of Instagram and teaching-training-learning by struggling with the tool; experimenting to produce thoughtful, visually appealing posts; and celebrating small victories while continuing to overcome the challenges that each new post provides.

Comments accompanying the fourth post: In his chapter on creating empowered learning experiences, George contrasts engagement (“listening, reading, observing, consuming”) with empowerment (speaking, writing, interacting, creating”) and suggests that “asking better questions” leads us—and our learners—down fruitful paths in developing valuable lifelong skills. There is an acknowledgement that we cannot ignore the basics when we are working with our learners, but the basics are the starting point, not the finish line: “When students are empowered to choose how they can best demonstrate their knowledge and skills, they are able to see the relevance in learning the basics…and are less likely to check out mentally.”
It’s a reminder I appreciate as I explore basic as well as innovative possibilities Instagram provides for training-teaching-learning-doing—not because George or Katie dictate every step I must take as a learner and co-creator in their online book-study experience, but because they are the learning catalysts and I am a willing, curious, engaged, empowered co-conspirator in my own learning process.

So…I’m learning to use Instagram as a tool to foster training-teaching-learning. And I’m learning so much more. If this and subsequent posts about #InnovateInsideTheBox serve as learning opportunities for you and other readers of this blog, then the learning will continue far beyond the three-week online offering, and we will have come full circle in creating when-you-need-them learning opportunities from those in which we have participated, and to which we have contributed.

–N.B.: This is the first in a set of reflections inspired by #IITB, the Innovate Inside the Box Instagram Book Study group.


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