Putting the ‘Design’ in Learning Designer (for The eLearning Network)
The eLearning Network publishes a yearly advent calendar at the end of the year. I wrote a small post for this year’s calendar. Please find the text below (first published here):
The Big Lebowski
The Big Lebowski by the Coen brothers is my all time favourite movie. I am not the only one who feels this way. The movie has inspired a whole movement of followers. I’m a Lebowski, you’re a Lebowski, a book describing this movement, gives a wonderful insight into why thousands of people come together every year for a Lebowski fest where they watch the movie on a big screen, dress up like characters from the movie, host a trivia competition and announce books that are published about the film. In one of these books, Mary Zophres, responsible for costume design, talks about dressing the protagonist:
I’ve used a lot of drop shoulders on him because when somebody has higher seams, it somehow improves the posture and makes their look seem more put-together and tidy, which of course we didn’t want. [..] I know this all seems like a very subtle thing, but from a costume designer’s point of view it does make a difference. And if you make sure that you’re doing it the right way down to the basics, then you’re assured of getting the overall effect you want.
This shows the extraordinary high level of authorship of the Coen brothers. The quote made me realise that one of the reasons that this movie gets better every time I see it, is because every single element in the movie is put there by the directors for a purpose. Nothing is there by chance or by the fact that it was just there when they came around to shoot a scene.
Unusable stuff
We all have had the experience of trying to turn on one of the burners on a stove and randomly trying out the knobs to see which one works. Donald Norman explains in The Psychology of Everyday Things the cause of this problem: the burners are arranged two by two and the knobs are in a single row of four. There is no natural mapping between the two. Why not? Because even though we all know the problem, there has never been a designer who has cared enough to think about a solution and implement it (i.e. if the knobs were arranged two by two then we would never make the mistake). Often aesthetic reasons get first priority. I keep a Twitter account, @unusablestuff, dedicated to documenting these design follies.
Paying attention to the title bar
Like what appears to be all of the technology world, I too am fascinated enough by Apple’s disruption of multiple markets to have devoured the biography of Steve Jobs as soon as it came out. One passage that really struck me was the following:
Jobs lavished [..] attention on the title bars atop windows and documents. He had Atkinson and Kare do them over and over again as he agonized over their look. [..] “We must have gone through twenty different title bar designs before he was happy,” Atkinson recalled. At one point Kare and Atkinson complained that he was making them spend too much time on tiny little tweaks to the title bar when they had bigger things to do. Jobs erupted. “Can you imagine looking at that every day?” he shouted. “It’s not just a little thing, it’s something we have to do right.”
This shows that he was able to take the tacit view of the user of his products. A view that the user might not even be able to verbalise themselves.
What does this mean for learning design?
These three stories are all about ways of looking at the world that are sorely missing from a lot of elearning design nowadays. So ask yourself the following questions about the next piece of elearning that you design:
- Do you see yourself as an author in the sense that you are fully responsible for the experience that the learner has? Did you look at the end results with the eyes of the learner? Do you realise that the thing you create might be seen by thousands of pairs of eyes?
- Did you make a conscious design decision about every single part of your elearning module and does everything that is included have a clear purpose? Or did you just use things that were turned on by default or put in things because that is the way it is always done?
- Have people around you been talking about the Pareto principle (the 80/20 rule) and are you therefore delivering something that is mediocre? Do you like interacting with things that are mediocre?
To summarise: Details matter, so please act like they do.
P.S. I have just started reading On Writing Well. I intend to use the lessons in that book on this piece of writing. I am curious to see how much it can be improved!
Managing Information Overload
Julie Wedgwood introduced her talk session titled “Managing Information Overload” by speaking about how much information comes our way every single day and how that could impact the way we introduce social networking into our (learning) business.
The problem
She used [Shakespeak to ask us a set of questions about whether we sometimes feel overwhelmed by information coming our way and whether we are sometimes distracted. Most people in the room answered these questions positively. She then asked how this made us feel: most people seemed to feel confused, stressed or oppressed. Why is this?
- There is too much information
- Too much replication of information (Joyce Seitzlinger pointed out that is actually also a signal for its importance)
- Difficulty in separating the relevant from the irrelevant
- Lack of time
The first solution: train people
Julie has done a few informal learning projects, setting up portals, microblogging (Yammer) and discussion forums. Initially this took off like a rocket. But suddenly it stopped working: people were starting to say that they liked it, but that they . She started solving the crisis by using Shirky's adagio "It isn't information overload, it is filter failure". She started to train people in how they should work with information through aggregators, filters and all kinds of other tools. This actually made the problem worse: people only got more information coming their way. Shiffman wrote in Wired in 2008:
Now that the first burst of enthusiasm for social networking has died, people are realizing that web 2.0 is actually a huge time sink. Facebook, Twitter, Flickr and Plaxo may have helped foster community and communication, but they’ve also added immensely to the flow of often-interruptive messages that their users receive, leading to information overload and possibly a nasty internet addiction.
In The Shallows , there are two types of information overload:
- Situational overload: searching for a needle in a haystack (of information)
- Ambient overload: a haystack-sized pile of needles (information)
The second is the problem her clients had. There really was too much good information.
The second solution: curation and a curation framework
Berners-Lee described three principle functions of the Internet:
- Allow anyone to access any type of document
- Allow everyone to disseminate their own documents
- Allow every to organize the entire collection of documentations
The last element is now actually happening on the web in an organic way. We are curating the content organically through our Tweets, likes, shares, etc. We should curate to link the content to business/learning initiatives, identify what is relevant in a particular context, see what the right signposts are.
They implemented this very explicitly through "listening centers". Small teams would listen to all the information sources and tried to match things to themes that relate to business goals and then assign "theme" curators.They then created a curation framework. For each piece of information they decided in what theme it would fit, for who it would be relevant, how much time it would take to review and when the data would expire.
Julie then gave us some practice exercises: we had to curate three pieces of content. Her advice is to really make things really time sensitive, really add value to the piece of content that you curate and it should actually showcase learning. It is also important to find subject matter experts, work with the communication department and external organizations.
Some tools to help with information overload
Julie recommends a few tools that might help with information overload. Readitlater or Instapaper can help you get more reading done. Another tool that is interesting is Symbaloo which allows you to create a visual and shareable set of favorite links around a topic. Her “mix” for content curation is available here. She uses Scoop.it! a lot. Learnfizz is in beta and similar to Scoop.it!, but will eventually work inside organisations.
My thoughts on this
This was an excellently prepared session: properly designed with a good mix of activities and information. I have to admit though that I don’t believe that her curation framework solves the problem of information overload for the true knowledge worker (i.e. for somebody like me) because it is just an extra information source. It is an interesting extra layer on top of internal social networking tools though: basically a slower and more focused source. Three things worry me:
- Scalability. What happens if the internal information become so big that it can’t be manually curated effectively anymore? Would it be possible to automate this? Could we use something that is similar to Summify.
- Quality. How we know that the curator is doing a good job and the most important thing isn’t missed?
- Specificity (i.e. how personal is it). We all know that everything is miscellaneous and to me a “recommendation” should be to an individual not to a group.
Developing Performance Culture

The three speakers and the chair
Charles Jennings chaired a session titled “Developing Performance Culture” introduced as:
Over the past 2-3 years, there has been a clear shift from ‘learning’ as the key focus of corporate L&D departments to ‘performance’ as the ultimate goal. Furthermore, it is now widely accepted that most learning occurs in the workplace, not in classrooms. Linked with this is an increasing understanding that the development of a culture to support continuous learning is essential to drive performance. This means fresh thinking and new practices, often utilising technology, are needed for the effective development of a performance culture.
Martin Moehrle
Martin Moehrle, the ex Chief Learning Officer of Deutsche Bank AG titled his talk “The Learning Function as a Performance Improvement Business”. He started by rehashing the traditional way the the learning function proved its value to the business. The old arguments work pretty well in the “industrial” age. In these times of crisis, we have to again discuss the causal chain from learning to performance and we might need some new arguments.
Three things need to change:
- The learning function as we it today is a product of the industrial age, however as we move into the knowledge age the performance logic is changing. The modern enterprise is a mix between industrial and knowledge-based contexts. In the industrial context you can manage workforce mastery through prescribed work procedures. In the knowledge-based context you manage via connectivity, commitment and inspiration. The workflow is not predetermined, it is at the discretion of the individual. The ownership of the means of production moves from the organisation to the individual. The traditional way that learning works is much less relevant on this knowledge-based side. The learning function currently has multiple roles like: helping to create a learning culture that is trustful and based on shared perspective, an enterprise change agent, business development and innovation, governace of the enterprise learning space. This is all very much formal learning with high control from the learning function. The informal part of learning where there is a low control is a space that the learning function doesn’t like to go. Moehrle thinks that the learning function does need to take some responsibility there, else it will become irrelevant.
- The learning function needs to have both a macro-view on performance along the value chain as well as a micro-view that focuses on the individual and the team. If you do not have the macro-view you will not be able to get the most out of the performance improvement potential.
- The performance management process needs to center much more on performance improvement than on assessment of past performance. We need different metrics for the learning function to be able to do this. We cannot focus on the throughput measures and the happy sheets.
Monika Weber-Fahr
Monika Weber-Fahr from the International Finance Corporation (IFC) gave a talk titled: “Where the Rubber Hits the Road: Building Performance Cultures for Delivery”. She is an economist and strategist working for a finance organisation. Her organisation operates in around 90 different countries, mostly in emerging markets. They do private development sector finance with a mission to provide opportunities for people to escape poverty and improve their lives. They not only invest, but also advise and consult. Her talk was quite far removed from the standard scope of the learning function and was therefore sometimes hard to contextualise for me.
She shared three stories from three different companies in these emerging markets. One characteristic is that these markets grow very fast and so are these companies. In these markets there are big disparities in energy access, education and technology (she India as an example: normal Internet access is still not very dispersed, but mobile subscription is now very high). For education these emerging markts are now about 20 years behind where the leading markets are.
Some things are working for emerging markets: cost advantages, well managed quality and profitable in their own right. But certain things are still hard: access to finance, still unclear and non-transparent managed. The IFC’s focus is moving away from a single company to disaggregated global networks of companies.
They have identified a couple of success factors in this space:
- Balance standardization and customization. One interesting example was the SME toolkit that they developed. This is highly standardised content (developed together with IBM) but at the same time highly localisable.
- Connect operations and training
- Build partnerships for reach
Fabrizio Cardinali
Fabrizio Cardinali is the chair of the European Learning Industry Group (ELIG). His talked was about what he now named “The Sputnik Effect” and titled “The Learning Industry Sputnik Challenge: How Can We Get Europe’s Learning Industry (First) to the Moon and Back in the Next Decade?”. He started his talk by showing how scared people in the US were in the late fifties during the cold war, followed by Kennedy talking about putting a man on the moon. Kennedy said: “Do it right and do it first before the decade is over.”.
To Fabrizio this can also be a wake-up call for our industry. We have a couple of big issues facing us and we need to reduce our “missile gap”. According to him we need to understand creativity and genius. He showed us a book written by Frans Johansson, The Medici Effect and Gelb’s book How To Think Like Leonardo da Vinci. Two of terms from that second book that are very relevant in our current situation are “Sfumato” which is managing ambiguity and change and “Connessione” which is systems thinking.
He talks about a renaisssance 2.0 where there are dichotomies like local diversity versus global normalisation, intersectional creativity versus monosectorial innovation, public leadership versus public debate, new Entrepreneurship trust & risk versus old bank bailouts and open co-opetition versus blind competition. His main point seems to be that you need to be fully adaptable to change to be able to survive global competition.
Preparing for the Future of Learning at Work
Jay Cross organized an Ignite session in which a few people presented 20 slides for 15 seconds each, so five minutes in total (this is very similar to Pecha Kucha, which is now copyrighted).
It was quite hard to capture the gist of these short presentations, but I attempted it anyway.
Sann Rene Glaza from Toyota presented on increasing mobility in Europe: “Language on the move”. First example is the old Yugoslavia: it used to be one country, but now it is many countries. People are really starting to move around and they will take their technology with them. Do you want your customers to be educated in the same way as your employees? Geographical boundaries and inequality between different countries make keeping up with the changing technology dimensions quite hard.
Jack Wills spoke against the HR department. What are they? Obstructive, self serving, opiniated?! HR is a relatively young term from the 60s. This was a very funny talk where he compared the “management speak” surrounding HR to what he would consider to be the reality. It is a solution from the USA that is hunting for the problem. The reality is that they increase bureaucracy and promote litigation fear. Get rid of them! They impede everything! If you talk to them they add real value to the bottom line, but they cost 876 GBP per employee. What do they do for learning and development: they are killing it!
Laura Overton from Towards Maturity, says that L&D must limber up to be prepared for what is coming to us tomorrow. We as learning professionals are too disconnected from our businesses and do not have enough understanding of the business itself. First thing we need to do is “cut the clutter”. We don’t have to wait for the future, we can start now and make a move from being course providers to performance consultants. She suggest we need to download our exercise manual, the 2011 benchmark report, today!
Mehdi Tounsi from Speexx talked about the future of learning in a global workforce. He talked about the need to be competent in transacting with a very diverse group of professionals (from an age perspective, language, cultural background). Language is an important part of this. “Help my boss is in the room” was on his last slide: good one!
Finally Charles Jennings and Sarah Frame presented Nic Laycock’s slides. He has a dream about creating a fully technology enabled learning process that is research based, integrated into the workflow, with vision and immersivity. This has to be a revolution, because evolution will not be fast enough. Like other revolutions it will not be comfortable. It is all about openness. It needs investments of thinking, time and money. They are asking for help at developing “Immersivity” which they are doing for Eskom.
Online Education Opening Plenary
This is fourth year in a row that I am attending the Online Educa in Berlin. Yesterday, my colleague Willem Mander and I facilitated a session in which we used a scenario thinking methodology to think about the future of corporate learning. We’ve created a small website to show the result and will use this website to continue to refine the scenarios that came out of the session. The website is: learningscenarios.org, so head over there if you are interested to see more about this.
Talal Abu-Ghazaleh
The opening plenary was opened by Talal Abu-Ghazaleh, the President of the Talal Abu-Ghazaleh School of Business in Jordan. He made the same joke as last year (a Churchill quote: “one of the greatest lessons that I’ve ever learned is that idiots are sometimes right” ). He came up with a couple of provoking points: he considers “developed” and “developing” offensive words which we should stop using. He think our talk about a “global crisis” is incorrect, there is a “Western crisis”. The word “spring” in “Arab spring” was sprung upon the Arabic world and is a concept that isn’t used in their literature, he says we should consider it a renaissance instead.
Neelie Kroes
Next up was Neelie Kroes, Vice President of the European Commission and European Digital Agenda Commissioner. I’ve complained before that I am fed up with seeing her face on some big screen delivering a recorded message. To my great surprise she was actually present at the conference.
She discussed how she is on a learning curve herself, because when she became commissioner, she inherited the digital agenda, which was relatively new for her. She has now understood that sharing is the best way to compete: that was counterintuitive to what she learned before. According to her, we should realise how incredibly fast we are changing: the digital economy is only about 20 years old, the iPad only two. People now expect access to information anywhere, anyplace and anytime. At the same time she is disappointed in how the digital revolution is being used in education. We have not changed education enough. Her goal is “Every European Digital”, that includes teaching and learning (also as part of lifelong learning). We should not be constrained by how things were done in the past, rather we should be creative.
Three key ingredients are necessary to do this:
- We need to make digital literacy and digital skills central to the public agenda. If not there will be a skills gap. We need to reach out to everyone and especially women (who are currently underrepresented.
- We must use the full range of funding and support that is available from the EU.
- If we are serious about tackling the problem, let’s engage all stakeholders and let’s be honest about cultural problems around change. Those who control the money might be reluctant to make investments with a long time to pay off. It is not about gadgets, but it is about empowering teachers. It is not a cost, but an investment in human capital. Technology can tailor an individual learning and teaching experience.
Changing learning through technology might not be an overnight process, but it will be revolutionary. We are moving in the right direction, but we do need to speed up.
Peter Nowak
Peter Nowak, is a technology commentator from Canada. He is the author of Sex, Bombs & Burgers. His talk was titled “Food Technology and the Rise of Entrepreneurial Education”. His focus is on the effect of technology on people and society. According to him the dark side of human nature, gluttony, wrath and lust, and the industries that have sprung up around it have driven much of technological development.
Instinctively we think that food and technology is bad, whereas food and nature is good. This is not true, we are dependent on food technology to feed ourselves. Food technology is one of the biggest drivers of technological change. Half of the G8 nations are on the top eight list of biggest food producers in the world (the Netherlands is number four on that list). He then touched upon the green revolution which enable countries to become food exporters (he did also mention the criticism of that same green revolution: introducing corporate farming for profit and creating dependence on chemical fertilizers).
We are currently in an unprecedented period of poverty reduction. We have reached our millemium goals around poverty. 500 million have escaped abject poverty in the year 2005 to 2010. According to Edward Prescott, Nobel Prize winning economist, “the whole world is going to be rich by the end of this century”. Nowak believes that a massive decrease is poverty, will lead to many new jobs, which will massively increade education demand. Is this educational world ready for this onslaught of demand? One problem is the lack of teachers globally. We will need 8 million new teachers to maintain current teacher-student ratios. Demand will likely outstrip supply. We will need to accept entrepreneurial learning where both teacher and student are responsible for learning.
Nowak then references Mitra’s hole in the wall experiment, after which Mitra said: “I think we have stumbled across a self-organising system with learning as an emergent behaviour.” Learning is in our DNA, we just need to the opportunity and tools to help us. We used to have to learn the tools of the medium to express ourselves, but this is not longer the case. Amateurs can now use technology as quality is no longer necessary for self-expression.
His four points around changing education are:
- Learning is instinctive
- Technology is making it easier
- Old-school attitudes must change
- Entrepreneurialism is the most immportant skills that can be taught
John Bohannon
John Bohannon is a journalist and visiting researcher at Harvard University in the US. His talk is titled: “Without Google and Wikipedia, I Am Stupid”. He really does want to argue this point. The Flynn effect is a well-known trend: IQ has been increasing steadily around the world. What is the reason for this? Are we really getting smarter?
He then talked about the Google effect and the research around it. We all now use the Internet for our “transactive memory”. When we are now asked a question, we immediately think of where can find the answer: Google, Yahoo, etc. Students are now far better at remembering where the information is stored, rather than the information itself!
Your Google footprint is the one-stop-shop from somebody’s identity. Single publications (e.g. a Guardian article) can have a disproportionate effect on somebody’s reputation. He did not offer any quick solutions to this problem, I think he just wanted to raise awareness around these issues.
Jeff Borden,
Next up was Jeff Borden, Senior Director of Teaching and Learning (chief academic) at Pearson, the platinum (closed source) sponsor of the Online Educa. This was a sponsored talk, titled “Always learning: What Educators Want and What Education Needs”. Pearson/Fronter have learned from mistakes in the past when everybody disliked Larsen’s talk (there even was a slide with Moodle and Sakai) and now send true evangelists to come and present. There was so much evangelism for technology in education that I occasionally felt like was in a 15 minute Tell-Sell commercial.
He had some great examples of using learning analytics to find out why student succeed or fail. An average passing student spends two times more time in the first 10 days of a course, then the average student who will fail. This can be used for successful predictions about which students will make it. The next step is to use this type of data for personalising the experience of the learner. We can use the social graphs of courses to then make intervention in this area to create better outcomes for students. Basically a data mining approach to help fix education. This is an obvious reference to the #bigdata scenario in our #lrnscen scenario exercise.
Borden “Technology is a powerful enabler for changing education.”
Some quick commentary
While semi-liveblogging there is little time for reflection. One thing I noticed is that only two of the five speakers used slides to support their talk. I actually believe this is a lost opportunity there. It isn’t strictly necessary to use them, but it does often help. Overall I thought the talks were rather weak. Most of it wasn’t very groundbreaking and even a bit obvious. Exception to this was John Bohannon. The part of his talk about transactive memory was new to me and is, I think, at the core of why formal learning feels so outdated: it does not take this into account at all. His Google searches for his fellow speakers were both painful and funny. He used it to show how messiness of Wikipedia: on the one hand it is incredibly useful, but at the same leaves very much to want for.
I Really Hope to See You at Online Educa 2011!
From November 30th till December 2nd I will be attending the excellent Online Educa which bills itself as the “The largest global e-learning conference for the corporate, education and public service sectors”.
I’ll be co-organizing two different events and would really like to meet you at either (or both!) of them. One is an Edubloggers dinner (a good Dutch tradition, now in an Internationalised version), the other a workshop in which we will create scenarios for the future of corporate learning. More information below:
1. International Online Edubloggers Dinner

The 2008 Edubloggers dinner in Berlin. This year it will be an International version. (Picture by Wilfred Rubens)
On Thursday December 1, 2011 Wilfred Rubens and I organize the International Online Educa edubloggers dinner.
Purpose
Networking, informal talk, having fun while eating and drinking.
For who?
Everybody interested in blogging about technology-enhanced learning. It’s not necessary that you have your own blog. You even don’t have to be an Evangelist. A believer is sufficient
When?
Thursday December 1, 2011 at 20.00 hrs.
Where?
In a restaurant near the place where the Online Educa is held. So at a walking distance from the Intercontinental. We will take into account that we’re in the middle of an economic crisis.
How?
We are not sure yet. If the group is small, we will eat à la carte. If the group is bigger, it might be a buffet. Everybody pays his or hers own food and drinks. We’re Dutch, so we are going Dutch. If we have to order a buffet we might ask you to pay beforehand.
Registration
Please go here and comment on Wilfred’s blog post. Fill in your email address with your comment (it will not be visible on the blog). Do let us know if you have suggestions for restaurants on walking distance of the hotel. Furthermore, you should mention if you are vegetarian or have other special dietary needs (e.g. an allergy to something).
Deadline
Due to logistics the deadline for registration is November 22, 2011.
We will inform you by old-fashioned e-mail when we have found a decent restaurant.
2. Preparing together for the future of corporate learning
When, costs and registration
This workshop will be held on November 30th from 10:00 till 13:00 and costs € 90,-. Registration is through the Online Educa website.
Description of the workshop
What will learning and development look like in the future and how can we prepare for success in these new worlds?
This workshop uses scenario planning and is a unique opportunity for those involved in defining strategies for learning and development within the workplace to consider potential futures in this field. Participants will examine the external factors shaping corporate learning and work together with industry experts and like-minded peers to create future scenarios that can be used to help them prepare more effectively for new worlds.
Scenario planning has been used extensively at Royal Dutch Shell to help change perceptions of the influence of external factors in shaping future working worlds. It is a strategic planning method used prior to defining strategies to help the organisation understand and respond more effectively to change. Willem Manders and Hans de Zwart from Shell, supported by facilitators from within the industry, guide participants through the process of:
- understanding the external factors that can potentially shape the future of L&D
- defining a number of L&D scenarios or worlds that could emerge as a result of external influences.
However, this is not just a workshop; the scenarios created in this session will be presented as part of the BUSINESS EDUCA conference track, enabling all BUSINESS EDUCA delegates to contribute to the development of these methods. Conference delegates will be encouraged to look for signals supporting different worlds as they take part in the wider conference and are invited to come together at the close of the conference to reflect on how these developed scenarios can be used in their respective workplaces to help shape future strategy.
In the “Closing Conversation” of BUSINESS EDUCA last year, delegates wanted to find a way to leverage the “brainpower” at the conference and create some new and tangible outcomes which will support them at work. In response to this need, this workshop is the start of a unique collaboration that all BUSINESS EDUCA delegates can be part of at ONLINE EDUCA BERLIN 2011.
Proposed Agenda
This half-day workshop leverages the Scenario Planning methodology adopted by Shell to help participants consider the external factors influencing Learning & Development in business in order to establish scenarios. External factors include:
- technology playout – the impact of accelerated adoption
- the effects of changing legal requirements
- the influence of changing educational systems
- the “Big Crew Change” – know-how that leaves with older staff while new staff arrives with different expectations
These factors are not exclusive and delegates will identify other external influences that are shaping our future. Industry facilitators will also provide additional perspectives and help identify challenges. Delegates should come with an open mind but expect disagreement and debate in order to allow for a rich range of outcomes.
We will have three blocks of approximately an hour:
- Key trends and uncertainties that will shape the future of corporate learning (in four groups)
- Drafting first set of scenarios based on uncertainties (in four groups)
- Summarise the key insights and discuss how we can leverage this during the rest of the conference (one group)
Target Audience
This workshop is specifically designed for all those directly involved in defining strategies for learning and development in the workplace. Senior learning and development executives from private, public and not-for-profit businesses are invited to network and work together. Seating for the workshop is limited.
Prerequisite Knowledge
Experience in, and responsibility for, defining learning and development strategy for business.
Outcomes
Participants can take the developed scenarios back to their own organisations, to look for signals which will help them prepare for the most appropriate future for their Learning & Development department.
The workshop also aims to expand the scenarios further into the main conference dialogue, allowing the contribution of BUSINESS EDUCA conference delegates to benefit the wider conference audience.
Finally, the resulting conference outcomes will be highlighted as part of the closing conversation of BUSINESS EDUCA.
ISOC Chapter Leadership Workshop

ISOC Logo
On Thursday, November 10th and Friday, November 11th, I am attending a chapter workshop of the Internet Society (ISOC). Below my (largely unedited) notes on these two days. This might be less relevant for my regular readers. But you might still find something useful here, especially if you are interested in how to create sustainable volunteer based organisations.
Opening of the day, introduction to ISOC.
The European bureau was started about one and a half years ago to help the relationship between ISOC and its members. Looking back on 2011, there have been many European activities around the following topics:
- IPv6
- Network neutrality
- DNS blocking
- Copyright
- ISOC has been recognized by the Internet Governance Forum (IGF)
- Human rights and the Internet
The future will be much more complex, so ISOC has put a lot of their plans for 2012-2014 online.
Jacek Gajewski is the new chapter development manager. There are also some next generation leaders in the room.
Currently there are about 84 ISOC chapters all over the world. The number of chapters is still increasing (20% growth in 2011!). Chapters have life cycles. Sometimes they are very lively and then sometimes they become inactive and need to be rejuvenated. There a few basic documents that can help you start and run a chapter. They are developing a dashboard for chapters (draft). There are also several toolkits (examples are Mobilising volunteers or Unravelling the Net Neutrality/Open Internetworking Debate). There are website templates for new chapters. They have many regional workshops for chapters (next year they will have a global INET workshop for the 20th anniversary of the ISOC, April 2012 in Geneva).
Some new services are being developed. An example are the live streams of previous ISOC related meetings.
Every chapter is allowed to apply for event funding once per year. Special projects van also be funded. If you need support as a chapter, you can contact chapter-support at isoc dot org.
Helping associations create value and have long term health
Peggy Hofman and Peter Houstle from Mariner Management have a lot of experience in “helping association volunteers and staff create the greatest possible value for [their] members and in ensuring the long term health and growth of [their] association”. They facilitate the day.
Are chapters structures that can actually do large projects?
The head of the Romanian chapter talked about what he calls “Hobbit Management”. They run the chapter by projects. For every project they define a project leader who is 100% responsible for the project. They try to have a diversity of project leaders. In the European Union there is already a lot of money available for projects. This is maybe why European chapters make less use of the chapter funding that ISOC provides. To be able to deal with the EU, you need to have a real formal organisation and need to have the ability to check off all the points on their checklists. One question he has is whether we can use ISOC Geneva as a proxy organisation that enables local chapters to do EU projects.
Walda Roseman, COO of ISOC, shares with us that there will be an incorporated ISOC entity in each region. This will make it easier to take part in intergovernmental activities and it will create a way for ISOC to receive grant money. They are also planning to help chapters get better at applying for community grants by teaching them how to write grant proposals and by sharing grant program best practices.
The head of the Armenian chapter for ISOC shared some of the projects that the Armenian chapter had been involved with recently. They created and up-to-date regional community Internet center, helped to start up an Armenian Internet Exchange (ARMIX foundation), upgraded an Armenian academic (research) network for IPv6 readiness and is establishing a content creation centre for Armenia. They have a true multi-stakeholder model. I believe that this is something that ISOC NL can work a bit more on. Especially the corporate side is underrepresented in our Dutch ISOC community.
How do we arrive at common ISOC positions and how does an ISOC chapter get their position heard?
There is a feeling that it is difficult to arrive at common positions about certain topics. We were urged to have more bottom-up discussions: we can ask questions on the regional ISOC mailing lists and have a discussion about the topic afterwards.
I suggested that ISOC could be inspired by the way that the online discussion was held around the writing of the GPL v3. They used stet (which is not actively developed any more, the project now recommends Co-ment) that allowed people to comment on parts of the text. The more comments a piece of text go the more red it would become. This could be a way for ISOC to develop its policy in a slightly more transparent way.
A Polish chapter lead showed how they become a real public policy partner in his country. They were forced to start dealing with public policy issues by a set of laws that they didn’t like. His first advice is to take your time. Some policy decision take a real long time. They now became part of the law-making process: they have survived six prime ministers. This allows you to focus on your core values (because you know your counter party will not be around forever). We have a huge advantage over other lobbyists: we do it for a passion. This makes it easy to stay neutral. The first step to get there is: write, write, write. “Publish or perish”. You have to put your position on (digital) paper. Over time you will be part of their mailing list, then slowly you get involved in the real decision making process. If you publish: others may pick up your work and new people will come and join you. What motivates him: the opportunity to work with incredible people that normally you would not have access to. Also “hacking the system is fun”, he is changing the world in his own way. His advice comes with some disclaimers: “Caveat Emptor, your mileage may vary”, but “do try this at home!”
“Call in the young people because they are afraid of nothing” “Be careful what you wish for, because you might get it” “You have to be very careful with what your values are”
Homework for me: we need to be more clear about what our values are in the Dutch chapter. What are things that we are willing to really “lobby” for?
Ideas about future ISOC e-courses
Ulkar Bayramova presented her thoughts about future ISOC e-courses. She thinks that is important because courses will give a lot of people access to the knowledge around ISOC, it will bring people together and can find talented future leaders. The courses should be made interesting by the topic (useful in life or career), the methodology (multi-medial, based on peer interactions) and by giving out university certificates at the end of it. It is important to take bandwidth considerations into account. She would also like to give people access to the e-libraries of universities (I personally don’t think that is strictly necessary: this is not an academic course perse and all the information that is needed for it should be open and public anyway).
A participant in the Next Generation Leaders programme gave a couple of ideas for making the courses more widely available. One thing that is very important is localization. She also suggested using SCORM to create personalised learning journeys. I don’t think that would add anything, so will lobby ISOC to stay well away from SCORM and spend their energy elsewhere.
Roseman announced that ISOC will launch a new program next year titled: “Sustainable leadership” with three pillars:
- Entrepreneurship
- Social responsibility
- Innovation
They still need to do thinking around how to run this program efficiently and effectively.
How do you engage people in volunteering?
In break-out groups we tried to answer the following question: “The last time I got someone to do something for the chapter it was because I…” or its counterpart “The last time I personally offered to do something for the chapter it was because I…”.
Our group came up with the following ideas:
- Giving them the opportunity to be important, empowering them to be in charge.
- Calling it a “Macedodian” ISOC (this only makes sense if you know about this!)
- Giving people an opportunity to be connected to another world
- By being connected to all the player in the IT field in your country (while staying neutral of course)
- Allow people to bring their ideas
- Allow access to knowledge and experience (can be important when it is hard to get internships) and provide facilities for training
- Access to facilities (e.g. internet access or computers) that they might otherwise not have access to
- Ask people to do what they are good at or what they would love to do
- Hook into what people were going to do anyway, focus on passion
- Create small tasks for other people to do: creating a process/infrastructure that lowers the transaction costs to farm out work to others. Only by giving people the opportunity to participate will they actually participate. This hurts in the beginning!
- Use more interactive technology: like an email newsletter via WordPress and the social networks
- Because of being a bit more daring and provocative (counter to ISOC default way of operating), maybe even activist
- Give away something for free, but get commitment back for it
- The opportunity to promote yourself
- If they like the topic of an event it is more interesting to get them involved
- Look at psychology: empathy, seduction, manipulation, conversion
- The opportunity to travel or enlarge their personal perspective in a particular way
Another interesting one that was added by another group was:
- Use crisis as an opportunity: always great to bring people together
Research into volunteers has shown that volunteers get activated because of three things:
- There has to be passion involved
- They will get something back (“what’s in it for me”)
- There has to be a “Personal ask”. This is the most important one as people will rarely say “no” to something when they are personally asked. When they have said “yes” once, it is likely that they will say “yes” again.
We also discussed the issue of succession. One truism that came out of that was: The longer you stay in position, the harder it will become to find a replacement.
The new ISOC website
ISOC will launch a new website very soon. It won’t be a static launch, but rather they are ready to get input and iterate. This will also likely mean a new website template (improving this old one) The ISOC Asssociation Management System (AMS) will be made a bit more friendly. There will be a series of webinars explaining chapter how to use the chapter portal (this will include the AMS).
My thoughts and reflections
After spending three days with some of the people at the core of the Internet Society two things struck me pretty clearly:
- For an organization that is completely focused on the Internet, it is slightly ironic that in the way that ISOC organizes itself it seems to have taken none of the lessons of the Internet on board. I am not sure how aware its leadership is of this fact and don’t see any easy way to change this, but I do believe it will hinder ISOC’s effectiveness in the long run.
- The shift from engineers to lawyers, or rather from technical advocacy to policy advocacy is very palpable. From a the viewpoint of a relative outsider it looks like there is great governance for the technical problems (with many of the technical problems already behind us), whereas there is little or no clarity about policy problems. I have doubts whether ISOC is positioning itself well enough to be able to handle this shift (I believe a clear majority of the people in the workshop were engineers).

Fridtjof Nansen
Sidenote: Fridtjof Nansen and the Nansen passport
At one part during the workshop we had a discussion about digital IDs. One of the workshop delegates mentioned the Nansen passport which is something I hadn’t heard about before. In the summer of 2010 I visited the Fram Museum and learned about Nansen’s heroic adventures trying to get to the north pole. I didn’t learn there about his work for the League of Nations. Now I have all the more reason to start reading his biography that has been sitting on my bookshelves for a while now.


I decided to revisit all the posts on this blog and re-categorize them. One new category is inspired by Stephen Downes’ piece on 

