Reflections from 12NTC Panel on Data Visualization

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Last week I participated on a panel on “Data Visualization for Nonprofits: A Picture Is Better Than A 1,000 Words” with Johanna Morariu from Innonet and Brian Kennedy of ChildrenNow.      The day of the panel, I published a blog post that shared our slides, wiki, and resources.   But the really wonderful thing about the Nonprofit Technology Conference, is that the knowledge capture is superb.    Our session was documented in many different ways as described below.    Knowledge capture makes it easy to share the learning with others in the community, but as a session designer and speaker – you can also use it to do an “after action” review to help you review the delivery and the content.

Documentation of Session

This post summarizes how you can use session documentation and reflective practice to improve the content and delivery of your session.   Here’s a couple of techniques that I try to use every time I do a workshop, presentation, keynote, or other instruction.

 

1.  What content, lines, or ideas resonated?

I got through my presentation and look at the Twitter transcript to see what lines or ideas were re-tweeted the most.   I use this information to revise my slides for the next time.    What’s interesting to me is that lines that I improvised in the moment were the ones that got retweeted the most!    The very practical and usable tips resonated.   Also humor, especially with props,  works.

2.    What worked about the audience interaction activities face-to-face?

I always start a panel with a living assessment of the audience to discover their experience, knowledge, and attitudes about the topic to be presented.   This helps presenters gauge the audience and figure out whether to dial up or dial down their presentation.  (I always design to have the visuals be simple, and adjust my verbal presentation in real time to match audience level).     The value of doing an exercise like this is that helps the participants connect with what they already know so they can take in new ideas more easily.

The exercise was to describe a series of  stages that nonprofits go through to get to a data-informed culture.  I asked for volunteers to “hold a sign” and stand in the front of the room.  Then I interviewed them.    It was very informative, judging from the conversation and the tweets.     One insight is that the denial stage is about the perceived lack of time to collect and analyze data.   Many in the audience identified with the “data delight stage.”

3.  What was the experience of the online viewers?

Our session was lived streamed.    I had organized parallel online activities that mirror what we were doing the room.   For example,  for the above exercise, I had the online audience take an online poll.

I have to remember to turn off and on my mic during the audience interaction activities ..

 

 

We had an excellent online moderator who was in the room, Ash Shepherd, but the online experience could have been improve with some advanced notice to participants about the online activities.   I followed up with some remote participants and asked them about it.  Here’s what I learned:

The online experience was good, but could use a little polish. Too many of the sessions had audience interaction that was hard to hear and experience online. The slides didnt always match where the speaker was. As an online session it was also hard when the speaker took too long to get to the meat of the presentation. Many of the speakers took time to “warm up” the audience, which is not as impactful online, especially if we cant hear and see it all. It seemed that the online experience was better when the speaker had more detailed and deeper slides. Also the session that had a more tangible topic seemed to work better, rather than those that were higher level strategy.  I think there is a different approach to presenting online versus in person so it doesnt always work well.

I asked for feedback about the hold the sign activity – what was that like for the online audience?

We enjoyed the hold the sign part, it was good to hear from others. The other exercises were tough to follow, but again we didnt look at the session outline online.

I also use a lot of “share pairs” to help people digest the information presented.   For the online audience,  we asked them to discuss the questions in the chat or on Twitter.

 

 

 

Next year, if my session is streamed, I am going to think through the activities farther in advance and see if there can’t be some advanced communications or perhaps a link added to the online streaming part.

How do you debrief for yourself after a presentation, panel, or workshop?

 

Reflections from NTC Plenary Panel on Innovation

Flickr Photo by Julia Smith

I had the honored of moderating a free wheeling plenary discussion on Day #3 of NTC on “Innovation and Nonprofits.”   The panelists included Laura Arrillaga-Andreessen, Meg Garlinghouse, Greg Baldwin, and Brian Reich. You can find the description and bios here and if you want to the video of the whole session, you can find it here.     The conversation was non-linear, insightful, and allowed for debate on different points of view from the panelists.

Source: Rally Graphic Recording

I kicked it off with a provactive question, “Is innovation like porn – we know it when we see it?”  (a nod to the Mapplethorpe/NEA controversy from the 1990′s).       As Rally noted on its blog, “Beth Kanter kicked off Day #3 of NTC with a session characteristically full of zingers and tweetable one-liners.  But the session wasn’t just about soundbites; it was full of insight too.” Rally did a graphic recording of the content and summarized the takeaways as:

  • Innovation doesn’t come from organizations. It comes from individuals with ideas. However, one person cannot create innovation if s/he isn’t part of a team that’s willing and ready.
  • It’s hard to find funders who will fund a risky idea – they usually want case studies an proven techniques. So philanthropists have a huge responsibility to rethink and innovate around their relationship with nonprofits, no matter what their gift-size is.
  • The stakes for failure in the nonprofit community are so much higher in the nonprofit community than in the for-profit community. If people fail in marketing a product, a few people lose their jobs. If people fail in an intervention model, you can destabilize a society.
  • Innovation is driven by iteration.
  • Sometimes great innovation comes from not knowing any better and being unaware of the status quo. It frees you to think differently and pull ideas from new places.

I’m so glad that there was a graphic recording because when I’m moderating a discussion panel, I’m processing so many different things (audience feedback, watching the clock, intensely listening to panelists to summarize and cue up the next topic or bring out different points of view, etc – that focusing on a content synthesis is difficult without having someone else take notes and do graphic recording.  It is also wonderful to have other people blogging about the session, like this post from the Pew Center.

We got great feedback on the session from the audience, including many people who came up after the session to say how much they appreciated that it wasn’t a boring and polite panel.    Several colleagues asked me, “How do you prepare for a conversation like that?”    That got me thinking about my prep process.     I spent ten years as a focus group moderator so I think that experience was invaluable to learning how to facilitate wide ranging discussions, learning to listen intensely, and bringing out different points of view.   I have also been studying and practicing “unpresenting”  with Heather Gold, plus improv and stand up workshops with others.   But here were my specific prep steps.

1. Think about the end first

What action or new way thinking do you want your audience to embrace. If you doing a plenary discussion panel at a conference, it is a good question to ask the host. One of the first questions I asked Holly, “Why do you want a panel on this topic?”  This panel was design to have a conversation that unpacked innovation for the nonprofit technology field – openly discuss barriers and share inspiring examples.

2. Scaffolding Questions and Diverse Views in the Answers

Next, it is important to think about the framing for your topic. I almost always start with a set of neutral questions that try to pinpoint the divergent perspectives related to the topic. These questions included:

  • What does innovation really mean? Is it big change or small changes?
  • What are some examples of innovative nonprofits and technology? Why do think they illustrate innovative ways of working?
  • Why is innovation so hard for nonprofits?
  • How can funders and others encourage innovation in the nonprofit sector?
  • What are some of the processes and practices in the for-profit (or already exist in the nonprofit sector) that nonprofits can embrace to be more innovative?
  • Prompts (transparency, failure, scaling, partnerships)
  • What can people in this room put into practice in the next week or year to be more innovative?

With questions formulated, it is now time to think about who should answer them. The first obvious criteria is to pick people who have spent many years thinking, speaking, and writing about the topic. Or as I said in my introduction, “Eat innovation for breakfast.”

The question in my mind was – how can we get different points of view so could learn through the discussion. I wanted to make sure that we had diversity in gender, but also from different lens including business, a nonprofit, philanthropic, and social investment.   We also had different lens on the innovation topic – from sector/systems view and within organizations or businesses.    It is also great to find thinkers and who will disagree (respectfully) with other panelists.

3. Just Enough Preparation To Avoid Anxiety, But Not Too Much So It Isn’t Boring

I’ve organized a lot of discussion panels so this advice varies depending on your speakers. I usually set up a google document for the panel that includes the script, online interaction design, timings, and logistics (when to arrive for the AV check, etc). We have a preparation call and I ask panelists to add their bullet points (in different colors) to the questions in the script and suggest different ways of asking the question. Depending on the panelists, I schedule a second call to have the discussion close to the panel using the bullet points, making refinements in the questions, etc. For this panel, we didn’t do that given the caliber of speakers and I wanted to keep some spontaneity in the discussion.

I also ask the speakers to include links that would provide good background for someone who didn’t know anything about the topic as well as links that represent their point of view on innovation. I also did a quick and dirty literature search on practical information about innovation from people who write for the nonprofit audience. I used this for my own preparation as well as for resource blog posts or if I’m really prepared, I share the list of links in a google documents or delicious with live Tweeters.

We Think Differently
http://www.scribd.com/doc/29028646/WeThink-Differently-Final

Innovation in the Nonprofit Sector
http://www.newempirebuilders.com/2012/03/11/shiftcast-episode-sxsw-daily-roundtable-day-two/

Daniel Pink’s FLIP Manifesto
http://t.co/bKDnfE1w

Eric Reis, The Lean Start Up
http://www.amazon.com/gp/product/0307887898/ref=as_li_qf_sp_asin_tl?ie=UTF8&tag=bethkanterorg-20&linkCode=as2&camp=1789&creative=9325&creativeASIN=0307887898
http://blog.box.com/2011/11/qa-best-selling-author-eric-ries-on-innovation-in-business-part-1/

Seth Godin on Nonprofit INnovation
http://www.netwitsthinktank.com/marketing-and-communication/seth-godin-on-innovation-failure-and-non-profits.htm

Innovator’s Dilemma
http://www.readinggroupguides.com/guides_i/innovators_dilemma1.asp

Brian Reich’s Interview About the Panel
http://www.youtube.com/watch?v=KHqQCxNvcVM&feature=player_embedded

Infographic on Innovation
http://visual.ly/eloqua-x-jess3-disruptive-innovations-infographic

How To Innovate More? Practice, Practice, Practice
http://online.wsj.com/article/SB10001424052970204831304576596714181439514.html

Innovation/Culture of Play
http://www.inc.com/riley-gibson/5-reasons-your-start-up-should-be-playing-more.html

Mary Joyce
http://www.meta-activism.org/2012/03/how-nonprofits-can-encourage-digital-innovation/

4. Design the Audience Interaction

I had initially designed something more complicated, but decided to keep it simple. The complicated design involved the use of text or online flash polls that could be shared on the screen and have the audience take the poll.  These would have questions that allow their audience to share their experience or attitudes about the topic or a speaker’s particular point. This works well your discussion is going to be linear and ours ended up as a non-linear format, so I decided to ditch the live polling.

Instead, we used the conference hashtag and asked people to tweet their comments and questions. Holly Ross was moderating the stream and captured the questions. These were shared on a google document that was projected on the speaker screen.

I would have added some offline audience interaction. Typically, I like to incorporate some “share pairs” some reflective questions that people in the audience can share with each other. I opted to keep this simple. If this was smaller audience (we had seating for 1750), I would have requested a wireless handheld mic and wandered into the audience.

5. Knowledge Capture and Reflection

It is important to have someone capture the conversation in notes and graphic recording (I’ve been arranging my own for many years, but NTEN has Rally sponsor this at the conference).  With every presentation, panel, or workshop, I do knowledge capture and reflection.   I review what I learned about the topic, what new insights were shared.    I also do an after-action review – even if it ends up being with myself (that’s when I get to use my many magic markers to draw out reflections).  This gives me ideas and areas to improve the next time around.

6.  Use Good Facilitation Practices

I practice facilitation which is listening, thinking on your feet, and allowing for discussion all the time — from small meetings to when I’m facilitating a training.   Some specific techniques include:  respecting diverse communication styles, paraphrasing, drawing people out, mirroring, gathering ideas, stacking, tracking, encouraging, balancing, acknowledging feelings, intentional silence, listening for common ground, listening for different points of view, and summarizing.     Over the many years I’ve been doing this, I have practice each technique actively until I don’t have to think about it.   It has taken dozens of years, but that’s how you master the craft.

During the final question about “What is one thing you can put into practice in the next year?” – one panelists suggested embracing failure and making sure there is a #13NTC panel on the topic.  Failure and learning is a topic that I’ve been wanting to dive into a deeper way – so in preparation for that panel submission, I’m going to continue write about it and curate resources.  I would love to see a plenary, interactive fail fest at NTC, perhaps not possible – so at least count on a fun panel submission on the topic next year.    If you’re interested in joining me, sign up here.

 

Packard Foundation OE Launches Their Strategy Refresh Site

Flickr Photo by Pink Sherbet Photography

Note From Beth: Last month I had the pleasure of co-presenting at the GEO Conference (Grantmakers for Effective Organizations) with Kathy Reich, Director, Organizational Effectiveness Program at the Packard Foundation and Jared Raynor, Director of Evaluation at TCC Group, that helped OE analyze its “goldmine” of grantee data.  The learning in public (slides and resources here).  During the conference, “a small army of guest bloggers [and] grantmakers, who [attended GEO] posted their reflections on the session and LIP in general on my blog.  These are here:

This post is from the OE Team at the Packard Foundation about the next steps in their public learning journey as part of program review.

Packard Foundation OE Launches Their Strategy Refresh – Guest Post by the Packard OE Team

We at the Packard Foundation’s Organizational Effectiveness Program (OE) spend a lot of time thinking about how organizations and programs work, and how to improve their impact and reach. Now we want to turn the tables and take a look at our own program through a strategy refresh. This is a periodic review every program at Packard undergoes to update their strategies.

In keeping true to our values of transparency and openness, we plan to share our efforts as they evolve. Many of you are already familiar with our OE wiki site, and now we’ve also created a new experimental strategic planning site using WordPress.  The whole process will be documented and coordinated through this site.

We’re also using this site to solicit input about some key areas we’re considering in our program design. In particular, we’re hoping to learn more about what others do around:

1) The use of intermediaries
2) Participation in peer learning communities
3) The use of consultants for capacity building
4) Building capacity building infrastructure in underserved areas abroad, such as South Asia and Sub-Saharan Africa
5) The use of organizational assessments

Please follow any of these links to see our questions and to share your experiences, thoughts or advice on any of these areas. This feedback will help us as we consider any changes we might make to our grantmaking philosophy, requirements, and possible areas of exploration.

To help inform our process, over the next months we will:
1) Reach out to our colleagues within our Foundation for feedback on how the OE program can best work with their programs and grantees.
2) Highlight key questions about our program on our strategy refresh site, as noted above.
3) Interview other funders with similar programs to see how they conduct their OE work.
4) Engage grantees, consultants and other stakeholders, possibly through interviews, focus groups and webinars.
5) Continue to assess our grantmaking, including building on the Goldmine Research Project and Monitor’s Network Learning to look at case studies of making multiple grants to a single grantee.

We’re really excited about this process and we’d love your feedback!

OE Staff: (left-to-right) Gurpreet, Dora, Kathy, Cheryl, Brian

The OE Team:   Flowing from Packard Foundation’s Founders’ business philosophy of nurturing leaders and giving them the freedom to pursue promising approaches, the Packard Foundation assists in building the leadership skills and management capacity of their grantees.   The Organizational Effectiveness and Philanthropy program supports their current grantees to allow them to undertake projects that transform their organizations in a sustained and meaningful way. These grants address the many organizational and capacity challenges that may affect nonprofits—from strategic planning and board development needs to mergers and executive transitions.  To this end, they advance the organizational effectiveness of current Foundation grantees by supporting projects that improve their management, governance, and leadership by developing strategies, systems, structures, and skills. The Foundation also makes grants to help advance and support the field of private philanthropy.

Nonprofit Technology Conference Withdrawal

The 2012 Nonprofit Technology Conference (NTC) was the 12th conference that I have attended (it had earlier reiterations).    Every year it is like attending a family reunion.      I have some many friends and colleagues that I only get to see once a year at the NTC.   For example, my colleague Shai Coggins from Connecting Up (the Australian version of NTEN), who always brings me Tim-Tams.

The annual awards luncheon is always one of my favorites and this year was a little bittersweet.

The Life Time Achievement award went to Rob Stuart, the godfather of the NpTech movement, who sadly passed away in October.  Vincent Stehl delivered a wonderful remberance and then went on to award a new prize in Rob’s honor.   This prize will be given annually to an organization that leverages networks.    Annie Leonard, the Story of Stuff, was the recipient.

Several individuals in the nonprofit technology community were recognized.  Vinay Bhagat of Convio was given the 2012 Care2 Impact Prize for his outstanding impact in online advocacy and fundraising.  Carie Lewis was recognized for her social media work on behalf of the Humane Society, including mention of reaching 1 million fans on Facebook.    Farra Trompeter was given the NTEN community award for the most valuable person in the community.   After a wonderful video tribute,  she said, “Thanks NTEN, you have my back!”

The winners of this year’s DoGooder Nonprofit Video Awards were also announced and you can see them at the  DoGooder Awards website!  Winning Best Small Organization is “Protect Our Defenders”, a gripping account of sexual assault in the military. “Solid Women”, winner of Best Medium Organization, presents a powerful, affirming story of 5 women succeeding in rebuilding their community after the 2010 Haiti earthquake, through the microloans facilitated through Fonkoze. “Adding Tomorrows“, a moving story from Cystic Fibrosis Foundation of perseverance and dogged work ethic in the face of chronic illness, won Best Large Organization. And the United States Holocaust Memorial Museum won Best Video Storytelling with “Yes, That’s My Father“, a stirring narrative about history, memory, and personal closure.

It is always hard to see the NTC Conference come to an end, so now I start the count down to the 2013 NTC which will be Minneapolis, MN.    See you there next year.

NTC: Data Visualization Panel

NTC 2012: Data Visualizaiton Panel

View more presentations from Beth Kanter

I’m here at the 2012 Nonprofit Technology Conference in San Francisco this week.  I am on a panel about measurement:

Picturing Your Data is Better Than 1,000 Numbers:Data Visualization Techniques for Social Change

Are you intrigued by infographics and how they could improve your communication strategy? Are you interested in what it takes for an organization to systematically use data? Or are you maybe even drowning in data and looking for someone to throw you a life-saving suggestion for software and other tools? Then this is the session for you!
Through lively sharing and discussion this session will cover a range of topics related to nonprofit engagement with data and information visualization, including: Organization culture and practice: What does it take for organizations to systematically use their data? Approaches and tools: What are the basic guidelines for designing and using data and information visualizations? What are the go-to tools? Exciting examples: What are some great examples from nonprofits? Data and information visualizations for advocacy, evaluation, social media, network analysis, operations, and more!

I will be joined by Johanna Morariu from Innonet and Brian Kennedy of ChildrenNow.

Our session is part of the online live streaming sessions and it was fun trying to translate some of the face-to-face interactive exercises we’re doing in the room to activities online.   You can take a look at the online exercises here.

The panel will look at data visualization from three different lenses.   Organizational culture,  visualization and data sense making techniques, and a case study from Children Now about they went from sharing all text-based advocacy data to using visualization for policy change.

Since data visualization should be part of an organizational measurement and learning process, it is important to consider organizational adoption challenges.  I’ll be covering that with a brief case study, tips, and interactive exercise.  I’m excited because it will be the first time that I’m speaking about my forthcoming book “Measuring the Networked Nonprofit:  Using Data for Social Change” co-authored with KD Paine.    If you want to be notified when the book is available, sign up here.

Here’s the resources, more on the wiki we created for the panel.

Resources

Data Informed, Not Data Driven
http://www.bethkanter.org/curiosity-driven/

How To Switch to Data Informed Culture
http://www.bethkanter.org/switch-data-driven/

What does the data say?
http://www.bethkanter.org/data-sa/

The Five Stages of Measurement Acceptance
http://www.bethkanter.org/measurement-acceptance/


Measuring the Networked Nonprofit: Get Notified When Book Is Available
http://bit.ly/measure-networked-nonprofit-book

Drawing by the Numbers: A terrific resource for data visualization for nonprofit advocacy
http://drawingbynumbers.org/toolsandresources

Examples of nonprofit infographics
http://pinterest.com/kanter/data-visualization-for-social-change/
http://pinterest.com/kanter/nonprofit-infographics/

100 Infographic Tools
http://dailytekk.com/2012/02/27/over-100-incredible-infographic-tools-and-resources/

Beth’s Curated List of Infographics for Nonprofits: Tips, Tools, Examples
http://socialmedia-strategy.wikispaces.com/Infographics

Johanna’s Resource Guide:
http://www.innonet.org/client_docs/resources_formatted.pdf

Picture This: Expert Opinions On Telling Your Stories With Pictures
http://www.nonprofitmarketingblog.com/comments/picture_this_expert_opinions_on_telling_your_story_with_images/

Does your organization use data visualization?   Share your experience in the comments.