Month: March 2014

WIN! ‘The Myth of Innovation’ by Scott Berkun

photoThe Myth of Innovation by Scott Berkun is a great read on the topic of technology and innovation. It’s little Ruth’s favourite bedtime read!

From the blurb:

This updated paperback edition of the classic bestseller, takes you on a hilarious, fast-paced ride through the history of ideas. You’ll learn to transcend the false stories that deceive many business experts, scientists, and much of pop culture, with history based lessons on how to invent, create and deliver on your own ideas. You’ll have fun while you learn:

  • Where ideas come from
  • The true history of history
  • Why most people don’t like ideas
  • How great managers make ideas thrive
  • The importance of problem finding
  • The simple plan (new for paperback)

Since its initial publication, this classic bestseller has been discussed on NPR, MSNBC, CNBC, and at Yale University, MIT, Carnegie Mellon University, Microsoft, Apple, Intel, Google, Amazon.com, and other major media, corporations, and universities. It has changed the way thousands of leaders and creators understand the world.

Find out more about it on the book’s Amazon page.

I’ve a copy of the new paperback version of the book to give away. All you have to do is sign up to become a member of WorkSmart – which is free – and on Friday 21st March I will draw someone at random to send the book to.

Don’t worry if you have already signed up, as all members will be involved in the draw.

Capsule – the acceptable and useful face of CRM

capsulecrm‘CRM’ or customer relationship management is one of those IT phrases that can put the fear of God into people, and with good reason.

There aren’t many people who have managed to avoid the organisational carnage that attempts to deploy CRM can cause. Careers have been left in ruins, consultants missing in action, businesses killed along the way.

But it really doesn’t have to be that way! In fact, using a small scale, lightweight CRM have been incredibly helpful in getting all manner of projects done.

My favourite is CapsuleCRM. It enables you to very simply keep contact records and assign various bits of information to them. It also helps you keep a database of the emails you send them, and helps you to organise your workload by attaching tasks to people.

You can also create cases, where tasks, people, notes and files can all be held together in one place. These can be used as a case management system relating to an organisation or person you are working with, or can even be used as a rudimentary but effective internal project management tool.

Finally, there is a free app that you can use on your smartphone so your contacts, notes and tasks are never far away.

Of course this is a CRM so there are some sales pipeline features in there as well. They may not be of use to you. But that’s ok – either don’t use them at all, or think up some other way that those features might be helpful to you.

With pretty much any project where you need to keep a track of people and your interactions with them, having a lightweight database like CapsuleCRM around can be super helpful. CapsuleCRM has a free tier, so you don’t even need to pay for it, or it’s just £8 per month per user if you want to unlock extra storage and so on.

Putting together an online course

notetakingAs part of the membership perks of WorkSmart (not got your membership yet? Sign up here!) I am putting together a free online course on digital personal productivity.

Something to look forward to then, but also an opportunity for me to share what I’ve learned when putting it all together.

Here are the steps I found myself going through.

1. Choose your software

I was driven in this regard by the fact that the WorkSmart site runs on WordPress, and I really wanted to make sure my online learning courses tie in with the membership system on the site.

So I had a few WP based options to go for, and in the end chose WP-Courseware. I was heavily influenced in this decision by this excellent walk through post from Chris Lema – who is a great blogger to follow if you’re interested in WordPress and online learning.

2. Pick your topic

Choosing the topic for an online course is pretty important, because not every subject maps all that well to the online learning environment.

You also need to consider the level at which you are pitching the course, which again will determine whether or not putting in online will work effectively.

I find online courses – at least those of the type I am planning – work best for introductory level topics. Often more in depth learning requires some kind of interaction with the learner to find out exactly what they need, which often can be bespoke to a particular project they are working on or an issue they are encountering.

3. Write your outline

Outlining is a great discipline for planning any kind of project, but for putting together a course which has a hierarchy of content, it’s absolutely vital.

An outline is a document that is broken down into hierarchies. You can make one very simply with a bulleted list in a Word processor, with each level of the hierarchy being indented appropriately in the list.

However, a proper outlining application is better because it will allow you to drag and drop items into the right order. It facilitates the process of bashing in ideas and then sorting them into a proper order.

WP-Courseware splits a course into modules and units, so with my outliner I can easily have a document where each module contains units, all indented in an appropriate way. To help me identify what’s what, I tend to preface each item in a list with what it is, in squared brackets, such as [Module] or [Unit] to make it dead easy to see where something fits.

I use OmniOutliner, a desktop application for the Mac. However, Fargo is free and web based – and also excellent, so is a good place to start.

4. Create the content

Creating content for a learning course in WP-Courseware is dead straightforward – you just populate what looks very much like a WordPress page. So it’s dead easy to slot in text, images, video and other embeddable media.

Whether writing blog posts or putting together courses, I always like to write my content in an application other than WordPress. It makes me feel a little less hurried, for some reason.

One thing my course won’t include is any traditional e-learning modules. This is largely because they can be time consuming, and costly to create and often require the use of dedicated software that right now I don’t have access too.

I’ll be sticking with text, images and video mostly, with perhaps the odd embedded presentation thanks to Slideshare.

5. Plan your tests and quizzes

Have a good think about the types of assessment you want to do. Again, a lot of direction here will come from how much involvement you want on a day to day basis.

You can have assignments and so on that learners submit, and you can review. However, given that this is a free course and I hope that lots of people will take it, I’d rather any assessment is done by the users themselves.

So I will be using quizzes at various points in the course, to help learners check that they have got the important information from each unit. I write the questions and the multiple choice answers down, and check them with someone else to ensure they make sense and aren’t too patronising.

6. Put it all in place in a safe environment

Here’s one I wished I had thought of earlier! Rather than putting all this on a live site and developing in the open air, as it were, it’s far better to get your course created, filled up with content and tested in a safe environment.

In other words, duplicate your site and host it somewhere safe, either locally on your laptop or desktop machine, or on some hidden away web hosting that nobody will be able to access.

It’s always easier to make mistakes when nobody is looking and when your new course might not be one you want to be made available to the general public – see point 7 below – this is especially important!

I ended up using MAMP on my Mac to run a local version of my site that I could tinker around with to my heart’s content.

Then WP-Courseware makes it really simple for me to export my course from my local copy, and then import it into the live environment.

7. Decide how people will access – free / paid for etc

I want to boost the offering for my free membership level, so for this course I am happy to give it away free to members.

Membership on this site is handled by Paid Memberships Pro, which makes it incredibly easy to make certain pages and bits of content accessible to only members.

In the future, if I want to make some courses available for a fee, it will be easy enough to add another membership level which will handle all of this.

8. Make live

Once you know everything is working probably, set it live. Before you start promoting it though, it’s a good idea to use a test account to make sure everything is working on the live site as well as it did on your development version – just to iron out any final snags.

9. Promote!

My aim with this free-too-members course will be to increase the number of people signing up to WorkSmart, along with adding a bit of value for those who have already joined.

With this in mind, I really want to promote its existence, and so when the time comes I will be using social media, email newsletters and lots of other mediums to tell everyone about it and how they can access it.

10. Track performance

Finally, it’s important to track performance. Again, WP-Courseware does this for me, letting me know which users have started the course and how far they have got.

If most people are dropping out – particularly during a short course – it might be worth contacting them to find out why, and making some changes to the course.

Creative facilitation

cfFacilitation is one of those odd skills, or activities, where it is very hard to define, but you tend to know when it is being done well, or indeed badly.

Viv McWaters and Johnnie Moore are two people who can definitely be described as great facilitators, and they have collected together their combined thinking and experience on the topic into a free e-book, Creative Facilitation.

Here’s a quick synopsis of each section of the book, from their website:

Part One: Why Facilitation?

We explore the impact of facilitation and facilitators on groups, the qualities that make for good facilitators and some of the underlying philosophy that underpins our approach.

Part Two: Workshop Basics

The foundations of facilitating workshops.

Part Three: Beyond the Basics

…is about providing an understanding of how to engage people and use different approaches.

Part Four: Creative Facilitation

…explores some of the knowledge and understanding that helps facilitators step into complex, and sometimes difficult, situations.

Part Five: Resources

…provides suggestions for developing your own “toolkit” with what you learn from experience as well as useful links, resources and other information.

To get Creative Facilitation for free, you just have to sign up to their email newsletter. It’s a great resource, and given that the emails tend to be very useful as well, it’s a bit of a win-win.

Social tool implementation strategies: Part 1 – cobble free stuff

This is the first part in a series on different strategies for implementing social software within your organisation. They will be published every other Monday morning for the next few weeks. When they are all published, I will collect them all into an ebook which members will be able to download for free.

macbooktypingStrategy 1 – cobble free stuff

There are plenty of services out there that can be used for nothing, right now. For example:

Staff can sign up for these sites and make use of them to record and share knowledge, have conversations with colleagues and get all the advantages of social software without the need for paying for software or development.

As an organisation you could create a strategy which outlines which tools should be used for which task, and how everyone can share and connect on them. Perfect!

Well, kind of. Outsourcing your knowledge and collaboration activity in this way can work brilliantly, but it isn’t without its risks. For example, each service has its own username and password, creating an instant barrier to entry. Further, the services might not talk to each other very well, making it hard to link a conversation on one site with some resource uploaded to another.

What’s potentially worse is that all of these services are dependant on the fact that the companies that run them continue to do so.

Pros:

  • You can get started right away
  • No development requirements or deep IT involvement
  • Often these apps are the best of breed

Cons:

  • Lack of consistency of user interface may put off users
  • Your data will be stored on a multitude of third party servers
  • Limited functionality and support – not to mention adverts – with free versions

Have you tried the ‘cobbling free stuff’ strategy? How did it work for you? Let us know in the comments!

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