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"I realized this morning that your event content is the only event-related 'stuff' I still read. I think that's because it's not about events, but about the coming together of people to exchange ideas and learn from one another and that's valuable information for anyone." — Traci Browne

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Conference 2.0

Graphic displaying the words "Conference 2.0", with the word "Web" struck through underneathIt took less than ten years from the birth of the World Wide Web for its static, read-only, broadcast-style websites (Web 1.0) to be superseded by read-write, social websites (Web 2.0), where participation and collaboration are key. Unfortunately, we’ve been running Conference 1.0 for over three hundred years, with no significant updates. (Is PowerPoint that superior to a blackboard?) It’s time for Conference 2.0.

But first, what’s Conference 1.0?

Conference 1.0

Conference 1.0 is characterized by:

  • A small organizing group predetermines conference programs.
  • Distinctions between presenters (teachers) and attendees (learners).
  • A few speakers, at most, dominate sessions.
  • Some combination of general and breakout sessions.
  • Long, uninterrupted broadcast content.
  • Networking opportunities are relegated to meals & social events outside the program sessions.

Amazingly, after no change for three centuries, the last thirty years have seen the rise of a different kind of conference.

Conference 2.0

Conference 2.0 is characterized by:

  • Attendees determine programs, schedules, and activities.
  • The blurring of teacher and learner as fixed roles; a teacher at one moment may be a learner the next.
  • “The people formerly known as the audience” actively participate and contribute to sessions.
  • A wide range of session formats: small group discussions, Ignite & Pecha Kucha, simulations, workshops, etc., coupled with few or no general sessions.
  • Frequent participatory learning opportunities for attendees break up long sessions.
  • Conference designs that directly facilitate, support, and encourage connections and networking between attendees.

The move to Conference 2.0 will be much slower than the transition from Web 1.0 to 2.0, because Conference 1.0 has been our dominant modality for adult face-to-face learning for so long, and it’s hard to change entrenched culture. And yet, year by year, assisted by the impact of the rise of online, Conference 2.0 designs have become better known, and their advantages experienced by more and more people.

Not one of the 500 most popular websites today is a Web 1.0 design. I believe that, over time, a similar transition from Conference 1.0 to 2.0 will occur. Whether it takes five years or a hundred years is up to you.

What are you doing to prepare for the demise of Conference 1.0? Do you organize conferences, but haven’t experienced Conference 2.0 yet? What are you waiting for?

What airline miles can teach us about relationships

airline miles and relationships: world map with a web of airline routes overlaid in green

Airline miles and relationships have something in common.

Recently I needed to fly to a conference. I reviewed my airline miles to see if I could snag a free flight. The spreadsheet I use to track my miles said I had plenty on American Airlines, but when I logged on to redeem an award the miles had vanished. Somehow, twenty months had gone by without flying AA, and the 80,000 miles I’d accrued were lost for good. I checked my email and, yes, there they were, the ignored warnings of upcoming expiring miles. An opportunity lost.

In the same way, human relationships we’ve built up over time will eventually disappear without renewal. Unfortunately, maintaining a relationship doesn’t come with an official eighteen-month activity requirement, and you don’t get reminder emails. Maintenance requires conscious activity to regularly reconnect and add relationship miles to my account. Living in rural Vermont, physically distant from most of my personal and professional friends, sometimes it’s hard for me to make the effort, and my lack of action puts at risk the kinship we’ve developed.

The good news is that relationships, unlike airline miles, have no fixed expiration date. There’s always the possibility that we can revive relationships by reaching out and making contact. If we can’t meet face-to-face, telephone calls, and online contact will help, though I believe that without occasional face-to-face meetings, all but our most intense relationships will slowly fade.

My lesson of lost miles reminds me to continue to work on my relationships. I don’t want to lose them too.

Are some of your treasured relationships fading? What are you going to do about it?

Photo attribution: Jpatokal from Wikipedia Commons

How to archive Twitter chats

With the recent demise of the wthashtag service, it has become increasingly difficult to create a text archive of Twitter chats. As the organizer of the popular twice-weekly #eventprofs chats, I have been looking for a replacement. Tweetreports offers a free pdf report, but other output formats cost $9+/month.

So here are step-by-step instructions for using the two-year old TwapperKeeper service, together with a copy of Excel, to create a text archive of your Twitter chat.

Note: Please don’t use TwapperKeeper excessively. Twitter’s Terms Of Service and rate limiting can affect their ability to offer their service for free. Such issues caused wthashtag to shut down. Let’s not inflict the same fate on TwapperKeeper.

To create a #hashtag archive before your first chat (one-time only)

  1. Go to TwapperKeeper. Sign in with Twitter.
  2. Click on the “search for an archive” button to see if there’s already an archive for your chat. (Enter the hashtag for your chat without the hashmark.) If there isn’t, click on the “create #hashtag archive” button to create one.
  3. Once you’ve created a #hashtag archive for your chat, TwapperKeeper will maintain the archive for future use. Bookmark the link for future reference: here’s the link for the #eventprofs archive.

To obtain a text transcript of your Twitter chat

  1. Go to TwapperKeeper. Sign in with Twitter.
  2. Go to the archive link bookmark you created above (it will have the form “http://twapperkeeper.com/hashtag/xxxxxxxx” where “xxxxxxxx” is the hashtag for your archive).
  3. You’ll need to enter the start and end time for your chat in Greenwich Mean Time (GMT). You can use TimeZone Converter to convert the local start and finish times for your chat into GMT.  Enter start & end date and times, change the “View Limit” to a number larger than the number of tweets in your chat, and click on “query”.
  4. Select all of the report that is relevant to the chat, then copy (Ctrl + C).
  5. Open a blank spreadsheet in Excel, with the A1 cell selected.
  6. Choose Paste Special… from the Edit menu and select “Text”. Click OK.
  7. Select all the cells in Column A that contain data. You should be looking at something like this:
  8. Note the first few characters of the rows containing the dates (in the above example, they would be “Thu “).
  9. Now we’re going to delete any rows that contain “tweet details”, the date of the tweet, or blanks by using Excel’s filter command. First, select Filter from the Data menu and then AutoFilter. A checkmark will appear next to AutoFilter in the menu, and you’ll see a small double-arrow scrollbar appear in the A1 cell, like this:
  10. Click on the double arrows and choose (Custom filter…). From the first drop down, choose “begins with” and type “tweet details” into the text box, like this:
  11. Click OK. Now select all the rows shown that start with “tweet details”. Make sure row 1 is not selected. Choose Delete Row from the Edit menu.
  12. Click on the double arrows again and choose (Custom filter…). From the first drop down, choose “begins with” and type the first few characters of the date you noted in step 8 into the text box. Click OK.
  13. Select all the rows that start with the date. Make sure row 1 is not selected. Choose Delete Row from the Edit menu.
  14. Click on the double arrows and choose (Custom filter…). From the first drop down, choose “does not contain” and type a “?” into the text box. Click OK.
  15. Select all the highlighted empty rows. Make sure row 1 is not selected. Choose Delete Row from the Edit menu.
  16. Finally, click on the double arrows for the last time and choose (Show All). Success! Each row contains one tweet from the chat.
  17. If you wish, scan the rows and delete any that contain non-chat tweets.
  18. Select the remaining rows and copy (Ctrl + C).
  19. Congratulations! A text archive of your Twitter chat is now stored on your Clipboard, ready to be pasted into the web page or document of your choice. (Final tip: You may need to use Paste Special to transfer the information so it formats correctly.)

Is there a better way of archiving Twitter chats? Please let us know when you find one—but test it first to make sure that it 1) reliably includes all the tweets and 2) can produce text output.

19 secrets of consulting that changed my life

A photograph of a woman fortune teller holding a crystal ballYou may not think of yourself as a consultant, but you probably are. Peter Block, in his classic book Flawless Consulting, defines a consultant as someone who has influence but not the authority to make changes. While some, like myself, are full-time independent consultants, a much larger number of people are internal consultants: people who are employed by an organization that, at times, puts them in a role of giving advice without the power to implement it.

So, how do we learn how to consult well? I’ve written before about Jerry Weinberg’s ten laws of trust and his ten laws of pricing, taken from his brilliant book, published in 1985: The Secrets of Consulting: A Guide to Giving & Getting Advice Successfully. If these laws didn’t inspire you to rush out and buy the book, perhaps this selection of some of his (100+) other laws, rules, and principles will. I consider this book and the sequel, More Secrets of Consulting: The Consultant’s Tool Kit, essential reading (and rereading) for anyone who consults.

Here are nineteen of my favorite pieces of wisdom from Jerry, followed by the names he gives them and brief commentary from me.

You’ll never accomplish anything if you care who gets the credit.

The Credit Rule. Check your ego at the door.

In spite of what your client may tell you, there’s always a problem.

The First Law of Consulting. Yes, most people have a hard time admitting they have a problem.

No matter how it looks at first, it’s always a people problem.

The Second Law of Consulting. I learned this after about five years of being engaged as a technical consultant and repeatedly having CEOs confiding to me their non-technical woes…

If they didn’t hire you, don’t solve their problem.

The Fourth Law of Consulting. A common occupational disease of consultants: we rush to help people who haven’t asked for help.

If it ain’t broke, don’t fix it.

The First Law of Engineering. Must. Not. Unscrew the tiny screws just to check what’s inside.

Clients always know how to solve their problems, and always tell you the solution in the first five minutes.

The Five-Minute Rule. Unbelievably, this is true—the hard part is listening well enough to notice.

If you can’t accept failure, you’ll never succeed as a consultant.


The Hard Law. Everyone makes mistakes, and that can be a good thing.

Helping myself is even harder than helping others.

The Hardest Law. The hardest things to notice are things about myself.

The wider you spread it, the thinner it gets.

The Law of Raspberry Jam. Or, as Jerry rephrases it: Influence or affluence; take your choice.

When the clients don’t show their appreciation, pretend that they’re stunned by your performance—but never forget that it’s your fantasy, not theirs.

The Lone Ranger Fantasy. “Who was that masked man, anyway?”

The most important act in consulting is setting the right fee.

Marvin’s Fifth Great Secret. Setting the right fee takes a huge burden off your shoulders.

“We can do it—and this is how much it will cost.”

The Orange Juice Test. Jerry uses an example straight from the meetings world for this one—event professionals will recognize the situation, and appreciate the insight.

Cucumbers get more pickled than brine gets cucumbered.

Prescott’s Pickle Principle. Sadly, the longer you work with a client, the less effective you get.

It may look like a crisis, but it’s only the ending of an illusion.

Rhonda’s First Revelation. A positive way to think about unpleasant change.

When you create an illusion, to prevent or soften change, the change becomes more likely—and harder to take.

Rhonda’s Third Revelation. Notice and challenge your illusions before they turn into crises.

If you can’t think of three things that might go wrong with your plans, then there’s something wrong with your thinking.

The Rule of Three. The perfect antidote to complacency about your plans.

The best marketing tool is a satisfied client.

The Sixth Law of Marketing. Word of mouth is the best channel for new work; being able to satisfy my clients led me to a successful, twenty-two-year IT consulting career without using advertising or agents.

Give away your best ideas.

The Seventh Law of Marketing. When you teach your clients to handle future similar problems themselves, they’ll appreciate your generosity and are more likely to give you further work or good word of mouth to others.

Spend at least one-fourth of your time doing nothing.

The Ninth Law of Marketing. There are many good reasons for doing this—for some, read Slack: Getting Past Burnout, Busywork, and the Myth of Total Efficiency by Tom DeMarco.

Well, there they are, some of my favorite secrets of consulting, as penned by Jerry. What do you think of my choices? Are there others that speak to you?

Photo attribution: Flickr user sanspareille

#eventprofs chats are back!

eventprofs logo

Yes, the #eventprofs chats are back! These popular, one hour, Twitter chats on a wide range of topics of interest to event professionals will be once again held twice-weekly: on Tuesdays 9-10pmEST/6-7pmPST and on Thursdays 12-1pmEST/9-10amPST/7-8amGMT starting on May 3, 2011.

Got questions? Here are some answers.

What is #eventprofs?
#eventprofs was founded in February 2009 on Twitter by Lara McCulloch-Carter. The #eventprofs chats were one of the earliest Twitter chats—find out more by reading Lara’s history of #eventprofs.

Who will be moderating the chats?
Twenty(!) members of the #eventprofs community have each committed to moderating a chat every 6-7 weeks. Our current volunteers are:

Traci Browne
Midori Connolly
Susan Lynn Cope
Tahira Endean
Jenise Fryatt
Ray Hansen
Brandt Krueger
KiKi L’Italien
Melissa Lawhorn
Lara McCulloch-Carter
Michael McCurry
John Nawn
Carolyn Ray
Lindsey Rosenthal
Deb Roth
Greg Ruby
Paul Salinger
Adrian Segar
Kate Smith
Andrea Sullivan

Please thank these sterling volunteers at every opportunity! I have volunteered to act as a moderator manager, working to keep the chats scheduled as regularly as possible.

How are chat topics chosen?
Anyone can suggest and vote on possible topics for #eventprofs chats at our new AllOurIdeas page. We urge you to do so! The more suggestions, and the more votes, the better our chat topics will be. Moderators will occasionally use their discretion to choose chat subjects, particularly when there are topical events or issues to discuss.

How do I know what chat topics are scheduled?
There are two ways to stay informed about upcoming #eventprofs chats:

Can I moderate an #eventprofs chat?
We welcome offers to moderate chats. Please read the moderator instructions first. Check the chat schedule, pick a time, and send a description of your proposed chat to me.

I have a question that isn’t answered here. Can you help?
I’ll do my best. Email or tweet me!

Tip for sharing new ideas at conferences

sharing new ideas: A paper form entitled "Best Practices, Tips and Tricks"

Take a moment to tell us about the new solutions you've discovered while talking with your colleagues. After the conference, we’ll compile these tips into one document to share with all conference attendees. Provide the session name and breakout on this form (i.e. Workforce Innovations, 9 — 25 FTE’s). The more ideas shared, the larger the pool of knowledge!

Session Name and Breakout

Best practices, tips and tricks you’d like to share:
Here’s a tip for sharing new ideas from individual conference attendees into a shared resource that everyone can use.

Create a form like the one illustrated above. Make multiple copies easily available at all sessions. You can place them on tables, have a stack by the room entrances, etc. At the start of the event, encourage attendees to use the forms to write down best practices, tips, and ideas sparked during sessions, explaining that all contributions will be compiled and shared with everyone after the conference. Provide boxes for attendees to post completed forms. Once the conference is over, promptly summarize the ideas shared and post the resulting document on the conference website or other conference community.

Like this tip for sharing new ideas? Thank the organizers of the MGMA PEER conference, where I first saw this idea in action.

An innovative experiential leadership session: The Music Paradigm

Maestro - Music ParadigmAt the recent Medical Group Management Association PEER Conference, I had the good fortune to attend a fascinating opening session created by Roger Nierenberg of The Music Paradigm. Roger, Music Director of the Stamford Symphony Orchestra and a guest conductor around the world, uses a semi-impromptu exploration of the work of an orchestral conductor to illustrate a host of lessons about leadership.

When we entered the large performance room, we found, not the traditional orchestral layout, but clumps of professional orchestra players scattered amongst our seats. During the session we sat “inside” the orchestra, experiencing Roger and the other musicians as the orchestra did, rather than as audience members.

Roger started by telling us that many of the professional musicians present had not worked with him before that morning and that the session was not scripted, and he asked players and the audience to be honest with their comments and responses.

Roger then conducted a ten-minute piece of orchestral music that was to be our musical touchstone for the session. During the remainder of the session, various excerpts from this piece were repeated, preceded with Roger’s instructions and followed by solicited observations from audience & orchestra members and Roger’s commentary.

Random audience members and musicians were asked for their honest responses and observations after each musical experiment; the session was in no way canned, and, being experiential, a written account obviously cannot do it justice. However, I’m sharing my notes in order to give a sense of the powerful learning a session like this can provide. I’ve italicized Roger’s words:

Roger compared his role as an orchestra conductor to the paradigm of leadership, to the work of leading change.

He began by instructing his orchestra I want this to be big & wonderful, and then proceeded to conduct “flat”, illustrating the problems that arise when leaders say one thing and do another.

Then Roger announced he would be very engaged, and over-directed a soloist. Afterward, the soloist described herself as “stifled”. Soloists, Roger told us, like to take control during solos and not have the conductor in their faces—they will shut out conductors who over-direct. The parallel to micromanaging staff was obvious.

It’s such an easy thing for an orchestra to hate a conductor.

Roger asked Why a conductor at all? He demonstrated this by not conducting a selection that included abrupt, unrehearsed change. The orchestra did a magnificent job but sounded ragged. Egos won’t help. The lesson: good leadership requires specific direction at the right time, so everyone can execute together. A leader becomes more critically important the more change there is. The soloist who had to start illustrated another lesson—she thanked the rest of the orchestra for supporting her.

The baton: The tools of leadership are pretty simple.

Roger shared …the conductor’s nightmare: I’ll commit and nobody plays.

He demonstrated the following concepts:

Don’t get out too far in front of the group.
The perils of an unclear signal.
I’ll show you the way, but you’ll go there.

Conductors listen for stuff going wrong and fix it. And they also listen for the things that people are doing right. Take what the orchestra gives you and work with it. Listen for what could be.

Roger illustrated having the first violinist as right-hand man when you’re not around.

It’s hard to separate out ego needs. Make it clear to players how they work together.

Shared leadership: Sometimes an instrument leads.

If they trusted me today, that was because of what I did. You can’t ask for trust, you can earn it.

There are a lot of conductors who specialize in passion. This nauseates the orchestra.

An orchestra notices that the conductor knows the score by heart.

On hearing something wrong during playing: Get together and check that note. Notice, I didn’t say who was right.

They feel more about your enthusiasm for their playing than my giving them a compliment.

Photograph of a woman and a man conducting an orchestra togetherMusicians are trained to work together; physicians are trained as soloists.

If you can see the big picture, the more you can help orchestra members see it.

Roger’s last comment particularly resonated with me, for the times when I’m facilitating group process at a conference: My connection with orchestra members is a conduit for them to connect with each other.

I thoroughly enjoyed The Music Paradigm, finding it an effective way to explore many aspects of functional & dysfunctional leadership via an audience’s experience of the ways a conductor might lead an orchestra. If you’re looking for a unique and effective way to demonstrate multiple facets of leadership and guiding principles to your organization, check it out! And, if you have the opportunity to attend a Music Paradigm session, don’t miss it!

Photo attributions: The Music Paradigm

Conversations → Relationships → Value Part 1

Conversations and relationships

I do not have a good reaction when someone talks about the return on investment (ROI) from attending an event.

My initial internal response is a rant:

Do we ask for the ROI when we buy tickets to a concert?

How can you evaluate the ROI for learning something new or seeing something in a new way?

And my favorite: So, what is the ROI on a wedding? (Please don’t respond with an analysis of the average value of wedding gifts versus the cost of the wedding. I’d probably argue diminished responsibility at the subsequent trial.)

Conversations Relationships Value part 1: a photograph of a large iced cake. The icing on the top shows the Mastercard logo and the word "Priceless".In some ways, my reaction is alarmingly similar to the message of the brilliant formula for the MasterCard advertisement:

[List of mundane items with $ assigned]
[Intangible item – Priceless!]

The delicious subtext: Forget the money, whip out the credit card, and go to the event anyway!

The morning after

OK, it’s strong black coffee time. Whether the benefits are intangible or concrete, we all know that some kind of calculation goes on when a potential attendee decides whether to attend an event. I’ve written about how existing event ROI methodologies are a noble attempt to quantify this calculation and give it as much respectability and logic as we can. So, enough on ROI; here’s a core component of Conference 2.0.

Conversations => Relationships => Value

In Part 2 of this post, I explain why this sequence is now an important driver of modern meeting design and how Conference 2.0 designs enhance it.

Photo attribution: Flickr user alanchan

Let’s make it suck

brainstorm: an illustration of a brain in a beaker with a cloud, rain, and lightning above it.Let’s make it suck! Here’s a great technique that’s a refreshing and creative twist on classic brainstorming, taken from Jono Bacon’s wonderful guide for building and energizing enthusiastic and productive communities: The Art of Community: Building the New Age of Participation. Here’s Jono:

…imagine you wanted to design a cell phone. Traditionally, you would brainstorm the attributes of a great cell phone. Instead, turn everything on its head. What would make the worst possible cell phone? Maybe it ignores all calls? Or maybe it only accepts calls from telemarketing companies? Maybe the buttons are too small? How about really short battery life?

When you ask these kinds of questions in a brainstorming session, it almost always breaks the ice and gets people talking. Such ridiculous questions generate a lot of fun discussion, laughing, and ludicrous ideas. Make sure you write every one of these nuggets of madness down.

After your group has exhausted their initial pool of ideas, you should now invert each idea again. How do we make sure that our phone accepts all calls? How can it avoid calls from telemarketing companies? How can we make sure the buttons are the right size and not too small? How can we improve battery life?

Aside from the benefits of getting your group brainstorming, this approach is an excellent method in building defenses against the infuriation of normal life. It helps to identify frustrating attributes and protect against them, and this will in turn provide better results. I have used this technique for brainstorming websites, processes, products, and more, and it has always been fun, productive, and useful.

The next time I brainstorm ideas with a group, I’m going to give “Let’s make it suck” a whirl.

If reverse brainstorming appeals to you too, try it out and report back here how it worked for you.
Image attribution: Flickr user blankdots