Two tools for online conference socials: Gatherly versus Wonder review

Gatherly versus YoTribe review If you can’t hang out with people in person, how can you best meet up with your tribe online? That’s the selling proposition for a host of new platforms that have sprung up over the last few months: creating a compelling online incarnation of the traditional conference socials we all know and love (or hate). Last week I got to try out a couple of these new platforms, so I thought I’d write a Gatherly versus Yotribe  (NB: Yotribe has been rebranded as Wonder) review.

[Added November 23, 2020: after reading this review, see this post for an update on these two platforms and Rally.]

A maximum of around thirty people were present at any one time at the Gatherly test event, which I set up. I estimate there were around a hundred folks at the Yotribe event, which was organized by Anh Nguyen.

First, some context…

In-person conference socials

Imagine an in-person conference social. <sings>”It isn’t hard to do.”</sings> You enter the room and look around to see who’s there.

Perhaps you see people present whom you know. So you go over to them and say hi, or perhaps join a conversation they’re having with others. Perhaps you don’t recognize anyone. So you have to bravely sidle up to someone or a group and introduce yourself. Or insinuate yourself into a conversation. Perhaps you know there are people present who you’ve met online, but short of sneaking a look at everyone’s badge, there’s no easy way to find them.

During the social, you usually have multiple conversations with different individuals and groups. You move from one conversation to the next, as you and others desire. You may meet folks with whom you want to have a private conversation, so you go somewhere you’re unlikely to be interrupted.

These are the processes we take for granted at an in-person meeting social.

The inadequate networking functionality of most online meeting platforms

These days, we can network online via group messaging/text chat, audio chat, or video chat. (OK, yes, virtual reality has been available for a while too, but it hasn’t really taken off.) Just about all online meeting platforms now include traditional webinar style video conferencing, and many offer Zoom-style main room and breakout room meetings.

Many online meeting platforms tout their “networking” capabilities. When you look at the specifications, however, the majority offer only text chat! Some provide one-to-one networking via private video chat. And some describe their capability to support multiple video breakout rooms as “networking” — but this is disingenuous.

As anyone who’s tried to use Zoom breakouts for networking knows, the big barrier is that once someone’s entered a room, they can leave it to return to the main Zoom meeting but they can’t then move themselves to another breakout room. (Unless you make everyone a co-host, which is not a good idea for a meeting of any size, since a careless or malevolent co-host can cause havoc.)

Even if an online platform allows users to move between multiple breakout sessions, you still won’t experience something close to an in-person social. That’s because breakouts are fixed platform units that have to be set up in advance. There’s no easy way for three people, say, to decide they want to video chat about something amongst themselves for a few minutes, and then spontaneously split up and meet others.

Online conference socials using platforms like Gatherly and Yotribe

Online social platforms like Gatherly and Yotribe provide an experience much closer to that of an in-person social. They do this using a map interface that shows individuals or groups of people scattered around a room or rooms. Gatherly versus YoTribe review When you join a social on one of these platforms, you find yourself as an name or photo on the map. You move around the map by simply clicking where you want to go.

If you move near another person’s name or picture, you’re automatically connected to them by video chat. If you move into one of the circles on the map — colored in the Yotribe screen shot above, or numbered (so-called “huddles”) in the Gatherly image below, you’ll automatically join a video chat with everyone in the circle/huddle. Gatherly versus YoTribe review Finished chatting? Click on the map to move somewhere else to join someone else or another conversation! Or click on the map away from everyone else so you can answer that phone call you just got.

That’s the basic interface. All such platforms provide this birds eye view of the positions of everyone in the social and the same mechanism to move around and meet others. Of course, each platform does this a little differently, and they include additional functions, like text chat, which I’ll cover below.

Requirements

Setup on both platforms couldn’t be much simpler. Both are browser based, so there’s no app to download or software to install. Attendees are given a link and an (optional) password to join the social room.

Gatherly requires you talk with their sales staff to set up the meeting. This ensures they size your server correctly. They will give you a link to your room that you can distribute to attendees. Gatherly requires you to use the Chrome browser.

Yotribe can be set up without any input from a Yotribe human. Get your own room from the button on their home page! Once you have your room, you can set up a room background (see below), set a room password for attendees. You can also set up an “icebreaker question”, though I’m not a big fan of these.

Meeting size and conversation group size

How many people can be in a single meeting while supporting multiple on-the-fly group conversations? And how many people can be in a single on-the-fly video chat?

These are key questions!

Just eight years ago, public platforms that provided a stable video chat with a mere ten people (think Google Hangouts) were state of the art. Today, we take this kind of technology for granted. But supporting multiple constantly-reconfiguring video chats for hundreds of people is hard, and costs money.

Most platforms today use open source WebRTC technology, the availability of which allows small companies like Gatherly (a handful of computer science students in Atlanta, Georgia) and Yotribe (a few techies in Berlin, Germany) to create a pretty impressive fluid video chat infrastructure.

In my opinion, the one-to-one private video chat provided in several other online meeting platforms is not sufficient to offer an intimate and fluid social experience. This is a key differentiator for platforms like Gatherly and Yotribe.

Gatherly size issues

Gatherly asks meeting owners to provide the maximum number of people who will be in the room and the largest group video chat size desired. They then host your meeting on a server that can handle the required load. In a test meeting last week, Gatherly comfortably handled spontaneous video chats with ~15 people. This seems more than enough capability to me.

Yotribe size issues

Currently, Yotribe has a different approach. One of the Yotribe founders, Leonard Witteler, explains: “As thousands of participants join a room, we split the room into many areas and serve the smaller areas from a properly load-balanced backend.” In our test last week, Yotribe ran into problems with groups larger than about ten people. Since there’s no limit that can be set on a conversation group’s size, this could cause a problem any time a large number of people try to video chat with each other.

Yotribe’s effort to create a platform that automatically scales to handle varying loads is impressive. The automatic addition of “areas” — each restricted to a maximum of 36 participants in our test last week — as the number of participants grows is an ingenious approach to mitigating the increased demand on the video chat servers they employ. However, such a system needs to fail gracefully when its limits are met. Given that we were able to stress Yotribe with about 100 participants in our test event, currently I’d prefer a platform like Gatherly with known, preset limits that will handle a predetermined load for a production event.

Gatherly versus Yotribe features

There is one minor nomenclature difference between Gatherly and Yotribe. Gatherly calls video chat groups “huddles”, while Yotribe calls them “circles”. Both platforms allow attendees to mute their microphones and turn off their cameras as needed.

Neither platform has much in the way of documentation. That’s probably because the developers are constantly adding new features. Luckily, both interfaces are simple enough that it’s not hard to figure out how they work, though it took me a few minutes, which could disorient and discourage some first-time users. Adding a short, skippable tutorial for attendees to view before entering the room would be a nice addition.

Interface

There are numerous small but sometimes significant differences between the interfaces of the two products. I will concentrate on what I noticed that’s important to me.

Map interface

Gatherly shows individual attendees on the map by name. It displays current huddles as circles with numbers inside, the number representing the count of people in that video chat. Moving your cursor over a huddle shows a list of the names of everyone in it. This is an intuitive interface that makes it quite easy to find specific people in the room: they are either shown by name outside the huddles or one can “search” the huddles by moving your cursor over them.

Yotribe shows individual attendees as pictures, selfies that are taken by the attendee’s webcam before they enter the room. This is great if you recognize most of the people present. If you don’t — my experience at most events — you’ll need to hover your cursor over each image to see their name. This is time consuming if there are many people present. In addition, I didn’t find any way to discover who was in a circle other than joining it and scanning through the participants.

I found Gatherly far easier to use to find specific people, or browse who’s present, than Yotribe.

Yotribe does have one extremely useful feature. The room host can upload an image that replaces the blank room map (see example below).

By creating an appropriate image, you could designate portions of the room as numbered or named breakout rooms, exhibit booths, etc. Gatherly provides this functionality as a service on request. In my opinion, Gatherly should follow Yotribe’s lead and make map customization completely under host control.

Video chat

Gatherly has a Zoom-gallery-style video chat display. As the number of people in the huddle increases, the video windows get smaller, keeping everyone visible. This worked well during our test event.

In addition, Gatherly has what I’d argue is an essential feature that Yotribe lacks: the ability to lock a video chat at any time so no one else can enter. This allows two or more people to have a private conversation. Private conversations like this are impossible in Yotribe, which allows anyone to suddenly join a video chat circle at any time

Yotribe shows circle chatters in a strip at the top of the screen, like Zoom’s webinar view. In practice this means that circles with more than five people can’t display everyone on screen simultaneously. As a result it’s hard to tell who’s speaking in a large circle, and because people can arrive and depart at any time, you’re never quite sure who’s present.

Yotribe does offer an option to share your screen with others in your current circle, which could be useful though there doesn’t seem to be a way to zoom the image to full screen.

Text chat/messaging

Gatherly includes a simple text chat interface that allows you to see the names of everyone present, message another person, or message everyone in your current huddle.
Yotribe text chat includes the above functions, plus a broadcast chat mode that allows attendees to send a message to everyone. Gatherly needs to implement this! Message notifications in Yotribe are easily overlooked though; the only indication is a small yellow circle in the chat window and chat icon.

Pricing

Currently Yotribe is free! (I suspect this won’t last, so enjoy it while you can.)

Gatherly is currently using a $x/head pricing model, where x depends on the size of the event. Right now, I suspect they might be flexible. They were kind enough to offer me a free test event last week.

Quick comparison with Remo

Remo is another platform that offers multi-person, map-based video chat (and a lot more besides). I’ve only seen a brief demo of the product so I don’t feel qualified to provide a review here. The map is much prettier than Gatherly’s and Yotribe’s, and uses a set of various table sizes as a metaphor for conversations. It’s noteworthy that the pricing for Remo is based on the maximum number of attendees, meeting duration, and seats available at a table (currently 4 {$50 – $150/month} or 6 {$400 or $900/month}). This highlights the significant costs for providing the kind of server power needed to support fluid on-the-fly video conferencing.

Security

Gatherly says they use Amazon Web Services servers and end-to end encryption. They do not have access to any audio or video data; it’s briefly held to transmit it, but they do not store it, and employees do not have access. They offer password protection of rooms, and can include a waiting room (I did not see this) for you to vet attendees before they join. Finally, they provide “Kick and Ban features to ensure troublemakers stay out of your event”, which I didn’t see either.

YoTribe also allows a room password. Only guests who are in your circle can participate in your conversation; no one in the room can be invisible to you. Like Gatherly, Yotribe says it does not have access to any audio or video data; it’s briefly held to transmit it, but they do not store it, and employees do not have access.

Conclusions

On balance, I prefer the Gatherly experience to Yotribe, though both platforms are useful and solid enough for small events. Yotribe has a more party-like feel, which could be a good fit for a group that mostly knows each other. Gatherly does a better job, in my opinion, of creating an experience closer to that of a friendly conference social.

However, your needs are likely different from mine, so I’ve summarized what I see as the advantages of each platform below.

Gatherly advantages

  • Being able to lock a Gatherly huddle, so you can be sure of a private conversation is a big plus.
  • Gatherly’s Zoom-like video gallery view inside a huddle works well, allowing you to see everyone present. Yotribe’s scrolling strip of video windows only shows a fraction of the people in a large circle, and it’s difficult to figure out who’s there and who’s speaking.
  • Given Yotribe’s unpredictable loss of video chat functionality, I prefer to have Gatherly’s predetermined limits on event and chat size, allowing the platform to provide adequate power to reliably support the meeting.
  • I prefer Gatherly’s map interface to that of Yotribe. Yotribe’s attendee photo icons are great if you recognize most people. But seeing names moving around the map is more helpful in general. In addition, Gatherly’s ability to show you the names of the people in a huddle just by hovering your cursor over it is much more informative.

Yotribe’s advantages

  • For now Yotribe is free, and Gatherly costs $!
  • A Yotribe room can be set up and used without any communication with Yotribe, while Gatherly requires you talk to their sales staff first.
  • Yotribe has broadcast text chat, which Gatherly did not, though I’m told it will be added any day now.
  • Yotribe creates new rooms automatically when the number of attendees in any room exceeds 36. Gatherly says they will soon have a fixed room feature too, with “elevators” that allow you to move to a different floor (see the image below). I think this will likely provide an easier to navigate social meeting than YoTribe’s extra-room-on-the-fly approach.
  • Unlike Gatherly, Yotribe allows the host to upload an image file to replace the blank map where attendees roam. This is a very useful feature. I hope that Gatherly implements it soon.

Final words…

I hope you’ve found this Gatherly versus Yotribe review useful. I know that Gatherly is being constantly updated. It wouldn’t surprise me to learn that Yotribe developers are hard at work as well. So reviews like this are a moving target. Please share your experience with these platforms, new features, and things I’ve missed in the comments below!

How eventprofs are feeling during COVID-19

eventprofs feeling during COVID-19How are eventprofs feeling during COVID-19? Over the past few weeks amid the novel coronavirus pandemic, I’ve listened to hundreds of people share their feelings at online meetings I’ve led and joined. Though everyone’s response has been unique, three distinct sets of emotions stand out. Here they are, from the perspective of the many meeting professionals I’ve heard.

Anxious

eventprofs feeling during COVID-19I estimate that about 85% of the event professionals I listened to shared feelings of fear, compared to about 65% of the general population. The most common description I heard was anxiety/anxious. But strong expressions like “scared”, “terrified”, and “very worried” were more common than I expected (~5-10%).

This is hardly surprising. Every event professional who spoke had lost essentially all their short-term work and event-related income. In some cases, they were attempting under extreme time and resource pressures to move meetings online. The meeting industry has been struggling for years to understand and develop online meeting models that provide traditional face-to-face meetings’ desired outcomes and are both technically and financially feasible. To have to pivot to such modalities overnight — assuming they are even feasible for the specific meetings in question — is having a huge impact on every aspect of the meeting industry.

When your present circumstances and potential future dramatically change, feeling fear is a normal and healthy response. And fear of anticipated upsetting change leads to the next set of emotions…

Unsettled

eventprofs feeling during COVID-19About half of event professionals, and slightly less of everyone I heard, shared feeling unsettled. “Unsettled” is a mixture of fear and sadness we may feel when we experience the world as less predictable and our sense of control or comfort with our circumstances reduced.

Feeling unsettled is a natural response to perceived chaos, as illuminated by Virginia Satir‘s change model.

Above is a diagram of Satir’s model of change. An old status quo (the event industry before COVID-19) is disrupted by a foreign element (the COVID-19 pandemic). Then we begin to live in chaos and do not know what will happen next. This provokes our feeling unsettled. Such chaos continues for an unknown period. Eventually, a transforming idea or event (in this case, for example, perhaps the development of a vaccine) allows a period of transition away from chaos towards a new status quo (hopefully, a post-pandemic world).

Hopeful

eventprofs feeling during COVID-19I was surprised that about half of the general populace mentioned feeling some form of hopefulness about their current situation. Event professionals were far less likely to share feeling this way. This discrepancy is probably because some of the non-event industry people were retirees, and others have escaped significant professional impact.

It makes sense to me that meeting professionals aren’t feeling especially hopeful right now. If/when the chaos and destruction of the COVID-19 pandemic subsides, we don’t know how much delay there will be before face-to-face events are scheduled and run. And we also don’t know how our industry will change for good, and what our new roles in it will be.

My experience

These days, I feel all the above emotions (though not all at the same time 😀). Clients have canceled all my short-term design and facilitation work. I love to facilitate connection and feel sad about not having face-to-face interactions with clients and meeting participants. I am anxious about the health of my family and myself, and unsettled about an unknown future for my personal and professional life.

Yet I am also hopeful.

I have reached out to connect in real-time online. Although I have created and facilitated hundreds of online meetings over the last ten years (from the days when video chat was a buggy and bandwidth-limited experience) I am continuing to learn more about facilitating connection around relevant content online. And I’m thinking about how online meetings can be significantly improved, using technology to create better implementations of the many in-person participation techniques I’ve developed and championed for decades.

What’s your experience of how eventprofs are feeling during COVID-19?

Please share your own experience and what you’ve heard from others in the comments below!

Eventprofs Happy Hour — Feelings Edition

eventprofs happy hour

Because we are struggling in a covid-19 world, I’m hosting a special Feelings Edition of the Eventprofs Happy Hour this coming Friday, March 27, 12:00 – 14:00 EDT.

From 2011 – 2017 I hosted a weekly online Eventprofs Happy Hour, first on Twitter and then on Google Plus. We used the #ephh hashtag and announced meetings via the @epchat Twitter account. It was an opportunity for meeting professionals from all over the world to meet and connect. To share what was happening in their lives and the day’s issues.

Right now, you may not be feeling happy. However you’re feeling, I am offering this special online meeting as an opportunity to meet, connect, and share with other event professionals. This will be a place to talk about how you are feeling and be heard by others, share your circumstances, meet new people, and reconnect with old friends.

Try to join at the start (Friday, noon EDT). But feel free to arrive later if that fits better for you. I will facilitate and guide what develops.

Complete instructions for joining this online Zoom meeting can be found here.

I hope to hear and see you there.

With best wishes,

Adrian Segar

 

The meeting industry coronavirus silver lining

coronavirus silver liningDespite the terrible impacts of the coronavirus on the meeting industry, there’s a silver lining.

Hear me out!

There’s no question that times are hard. The coronavirus pandemic has already devastated lives and businesses globally, and we don’t know how much worse things will get. The meeting industry is reeling under a wave of cancellations, postponements, and uncertainty. All my short-term facilitation and on-site training engagements have been canceled — and I’m lucky in comparison with colleagues who are struggling with the significant financial impact of the loss of work, deposits, and income that a few months ago looked secure.

Consequently, in the short term, the situation looks bleak. In addition, no one knows what “short term” means right now.

In the long term…

Unfortunately, it currently looks like one potential short-term improvement outcome, containment, will not be successful. In the long term, however, the current turmoil caused by the spread of COVID-19 is likely to subside. The development and introduction of an effective and affordable vaccine may bring the virus under control. Or, enough people may get COVID-19 and develop an immune response, leading to herd immunity.

Eventually, the coronavirus is most likely to either burn out or return seasonally, like influenza.

So what’s the coronavirus silver lining?

I believe there are three silver linings that are long-term positives for the meeting industry.

1—Online meetings will replace many broadcast-style meeting sessions

The dramatic cancellation of face-to-face events has led to an immediate focus on replacing them, when possible, with online meetings. This focus is welcome because online technology can and should replace the lecture-centric components of conventional meetings.

2—Online meetings process technology will improve

In my opinion, we can significantly improve online meeting process technology. The pressure to find a replacement for face-to-face meetings may speed the development of technology processes for connection that current platforms lack.

All major online platforms support broadcast-style meetings. In small meetings, any meeting participant can become the broadcaster of the moment by speaking. As in face-to-face large meetings, this speaker-switching mechanism doesn’t work with a large group without central control over who, or how many, can speak at any moment.

What online meeting technology currently ignores or implements poorly is participant-initiated small group voice or video chat discussions of the kind that happen at face-to-face meetings. Although some platforms implement breakout groups, they are generally limited in number, and platform facilitators initiate them rather than participants on an as-needed basis.

Hopefully, a pressing demand for virtual meetings that can provide the spontaneous interaction and connection possible at face-to-face meetings will spur the development of connection-centric online meeting technology features.

3—We will better understand the true value of face-to-face meetings

Right now, the human race is responding to the short-term devastating effects of coronavirus by implementing social distance. We are rapidly curtailing how we get together for entertainment, education, and the many other reasons we meet.

But human beings do not thrive long-term on social distance; rather, we want and need social existence. Over time, restricting meetings to online modalities will make us aware of what they lack: personal connection and engagement around pertinent content. Consequently, the meeting industry will better understand the unique possibilities that face-to-face events can provide. And, perhaps, we will become increasingly open to the value of human process technologies that allow meetings to become what participants actually want and need.

Can you think of other long-term silver linings for the meeting industry as a result of the coronavirus pandemic? Share them in the comments below.

Image attribution: Flickr user dewet

Ten years of Conferences That Work!

Ten years of Conferences That Work!Ten Years of Conferences That Work! Ten years ago today, I started this website and published my first book: Conferences That Work: Creating Events That People Love. (A decade later it’s still selling.)

I’m proud to have written three books (the latest was published this week) and over six hundred blog posts in the last ten years. After writing each book I was sure it would be the last one I wrote. Actually, I still am. Perhaps I’ll be wrong again about that…

To my amazement, this website has had over forty-nine million page views. That’s quite a jump from twenty-four thousand in the first year. These days, this site gets about six million page views per year, making it, as far as I know, the most popular website in the world on meeting design.

Although I’ve been designing and facilitating participant-driven and participation-rich meetings since 1992, I feel especially good about the last decade. It was in 2009 that I decided to switch my professional focus to creating and championing Conferences That Work. Since then I’ve done my best to convince the meeting industry to change how it thinks about meeting design; to concentrate on meeting process as well as logistics.

I’ve met a lot of wonderful people and had tons of fun and adventures along the way. I’ve done my best to share ideas and experiences of value and continue to learn from every meeting and everyone I meet. Thank you everyone whose life I’ve touched and whose life has touched mine.

And the journey isn’t over yet. I’m excited!

Stay tuned.

Original graphic with obscure reference, modified into almost complete irrelevance, courtesy of the incomparable xkcd

Introduction to my book Event Crowdsourcing

Introduction to Event Crowdsourcing: a photograph of Adrian Segar's book "Event Crowdsourcing"

Here’s a teaser: the introduction to my book Event Crowdsourcing: Creating Meetings People Actually Want and Need. Interested? Then buy the book!

Curiosity

I’ve always been curious. I’ve always wanted to understand the world I found myself living in.

As a child growing up in England, I was driven to study physics, the most fundamental science. Physics was a way of looking at the world that perhaps had the greatest chance of explaining the mysteries of the universe to me. By the age of twenty-five, I had worked on a key neutrino experiment at CERN, the European particle accelerator, and received a Ph.D. for my efforts.

But a funny thing happened along the way. I became increasingly curious about people. The neutrino research was a collaboration of eighty scientists and hundreds of support personnel from five different countries. The social and cultural differences that shaped our frequent meetings fascinated me. Heated discussions about how we should proceed and whose names should go on our journal articles flared and sputtered. I marveled at the energy scientists poured into the politics of their work. Their passions frequently distracted and detracted from the science we were exploring.

Understanding people

Understanding people better became important to me. I immigrated to the United States after falling in love with Vermont, a rural state with no opportunity to continue the big-lab science path I’d been traveling. I embarked on a series of careers that increasingly integrated my technical background with working with people: owning and managing a solar energy business, teaching computer science at a liberal arts college, and consulting in information technology.

As a consultant I worked with hundreds of organizations, discovering that the “technical” problems they had asked me to solve were fundamentally people problems. Over and over again I found myself talking with senior executives on managerial issues. This was a far cry from what I had been ostensibly hired to do.

I also found myself drawn to creating conferences about everything I was doing, both professionally and in my community, and I founded a couple of non-profits along the way.

I loved this work. (Still do.) In 1992, I developed a new conference format. No experts were invited in advance to speak. Instead, the value of the event grew from effectively tapping the shared expertise and experience of everyone present.

My first meeting design books

During the ensuing years, I wrote two books (Adrian Segar’s books) to share what I’d learned from designing and facilitating hundreds of conferences:

  • Conferences That Work: Creating Events That People Love(2009) detailed my reinvention of conferences using the participant-driven event process I’d developed for over fifteen years. Since publication, I’ve released important free updates that improve and extend the book’s peer conference model.
  • The Power of Participation: Creating Conferences That Deliver Learning, Connection, Engagement, and Action(2015) offered an extensive tool chest of processes that further improve significant learning by supporting fruitful connection, meaningful participation, concrete outcomes, and building community at meetings.

Even as I published The Power of Participation, I noticed interest growing in designing meetings that included topics and issues chosen by attendees at the event. Meeting owners were discovering that predetermined sessions weren’t adequately meeting attendee needs. They wanted to know how to make their conference programs include the most valuable in-the-moment topics, rather than the best guesses of a program committee.

So I wrote this introduction to event crowdsourcing.

It’s a guide to designing conferences and sessions that become what attendees actually want and need them to be.

I call this event crowdsourcingand as you’ll see, it includes much more than simply picking good topics to discuss.

Event crowdsourcing, done right, ensures that attendees will be enthusiastic about the content and value of your events and sessions. Whether you’re a presenter who knows the importance of meeting the actual wants and needs of your audience, or a conference stakeholder eager to grow your event by making it the very best it can be, event crowdsourcing is an essential ingredient of an effective and successful session and conference.

Introduction to my new book Event Crowdsourcing

What I share in this book is not rocket science. It doesn’t require any expensive technology. I’ve designed and facilitated hundreds of events using nothing more than standard A/V, pens, paper, and index cards. Typically, my clients hire me to “show them how it’s done” the first time, and then incorporate what they’ve learned into future events themselves.

I’m excited about the potential for event crowdsourcing to fundamentally improve just about any meeting. So this book is my attempt to convince you to try it and to support your effort every step of the way.

Finally, remember that reading this introduction to my new book Event Crowdsourcing is only the beginning. If what you read stays in your head, it will benefit no one. If you’re serious about significantly improving your meetings, you’ll need to put into action what you read here. When you do, you and your attendees will reap the benefits!

Buy the book!

Fixing a Tesla Powerwall that isn’t charging

My Tesla Powerwall, which is installed on the exterior of our home.In February 2018, I took advantage of an excellent Green Mountain Power (GMP) program to install a Tesla Powerwall 2.0 on my Vermont home. For just $1,500, GMP installed a 13.5 kWh Powerwall on the outside of my home, providing us with an automatic backup electricity source that has proven capable of running our home through continuous outages of up to two days. (Yes, we get those kinds of outages now and then in rural Vermont.) Fixing a Tesla Powerwall is definitely GMP’s responsibility — but recently I was able to solve a charging problem myself.

Why GMP subsidizes Powerwall installation

Given that an installed Powerwall costs about $10,000, you might be wondering why GMP installed mine for only $1,500. The answer is that they have the right to suck power out of it when there’s a system-wide power consumption peak. With several thousand Powerwalls like mine currently installed around Vermont, these combined units can supplement conventional power sources with tens of megawatts of power, reducing GMP’s need to buy expensive peak power.

I get automatic reliable power when the line power to my house is interrupted. GMP gets lower power purchase costs. Win-Win!

How the Powerwall has worked so far

My Powerwall has worked perfectly for eighteen months. In that time it’s taken us through 43 outages. Most of them are short and last less than an hour, and we don’t even realize the power was off until later. Our longest (54 hours) began on November 27th, 2018 and that’s the only time our Powerwall got completely discharged. In total, the unit has supplied 66 hours of backup electricity since we purchased it.

I know all these stats because Tesla provides an app that monitors your Powerwall, showing your backup history…

fixing a Tesla Powerwall…current power flows…

Powerwall power flow

…and historical power flows.Powerwall historic power flows

The 42nd power outage

On August 9, 2020, we had a 3 hour outage. It turned out that a tree fell on the power line that snakes up the ten miles of road between our home in Marlboro and the feeder point in Brattleboro. The Powerwall worked perfectly, but when utility power was restored, the Tesla app showed that though Powerwall was still 80% charged, there was no power flowing between the electricity grid, Powerwall, and our home.

This had never happened before.

The green light on Powerwall was steady, so it was “enabled” and communicating with the Gateway.

First I tried turning off the Powerwall, using the switch on the side. The house power remained on, and the big green LED on the side slowly dimmed. I waited for ten minutes until the light was out and then turned the unit on. No improvement. Strike 1.

Second, I gingerly opened the Gateway box, something I’d never looked at before (or been told anything about by the installers.) There was a reset hole, but a flashlight showed me there was no button to reset. The Gateway box has a single breaker which I turned off. The app then came to life and showed that the Powerwall was powering the house, draining the battery. Encouraged, I turned the Gateway breaker back on. The house became powered by the grid again, but, the app display went back to showing no flows. Strike 2.

Fixing a Tesla Powerwall charging problem

Well, when all else fails, read the manual! I’d never received a Powerwall owner’s manual, but found it online and discovered these instructions in the Troubleshooting section:

If the Gateway and Powerwall are both unresponsive:
1. Turn off Powerwall by setting its switch to the OFF position.
2. Turn off the AC breakers for the system (Gateway and Powerwall).
3. Wait for at least one minute.
4. Turn the AC breakers back on.
5. Turn on Powerwall.

I was reluctant to do this since I knew it would turn off the house power completely and I’d have to run around and reset all the clocks. (A classic First World problem.) Anyway, sometimes manuals prove useful, because after I followed these instructions — hallelujah! my app showed flows, including the welcome sight that my Powerwall was being recharged by the utility company. Everything worked again!

I hope my experience fixing a Tesla Powerwall that isn’t charging is helpful to anyone else who experiences this problem.

Any other Powerwall tips and experiences to share? Add a comment below!

Goodbye Quicken 2007 – Hello SEE Finance!

Quicken SEE Finance

I have switched my personal finance software from Quicken 2007 to SEE Finance. For twelve years, I used the venerable Quicken 2007 to manage my personal finances; a lifetime for software these days. Later Quicken versions never matched the functionality of the 2007 version, which has consequently remained extremely popular.

But software platforms constantly change, and Intuit recently announced the functional death of Quicken 2007 in two ways: one that can be worked around, and one that really can’t. First, Intuit pointed out that the 32-bit software will not run on future 64-bit versions of macOS. If you don’t upgrade macOS (or keep a machine to run Mohave or an older version) Quicken 2007 can still be used. But the game changer for me is Intuit’s announcement that “Due to a security and reliability update from the service provider, the ability to download transactions will no longer work in Quicken 2007, regardless of your macOS version”.

It’s unclear exactly what “update” Intuit is referring to. Regardless, there was no way I was going back to the days when I had to manually enter security prices, and bank and credit card transactions.

So I needed new personal finance software.

My search for personal finance software

I spent a few days reading reviews and comparing features of current personal finance software. My must-have features included:

  • Runs on an Apple Macintosh and looks like a Mac app
  • Can import my historic Quicken 2007 data (~50,000 transactions!)
  • Downloads bank and credit card transactions from the financial institutions I use
  • Updates security prices
  • Allows customization of the information shown in account registers
  • Includes memorized repeated transactions
  • Provides adequate financial reports
  • Allows me to choose where I store my data, so I can access it anywhere from my desktop or laptop Macs
  • Rock solid reliability
  • As responsive as Quicken 2007

One feature I didn’t need is built-in online bill paying. I use my bank’s service, or the online payment scheduling that most businesses offer today.

Hello SEE Finance!

After checking out options that included Moneydance and subscription-based Quicken for Mac, I installed a thirty-day free trial of SEE Finance 2, and never looked back.

SEE Finance 2 imported all my Quicken 2007 transactions flawlessly, even highlighting a few discrepancies I’d overlooked over the years. The OFX (think Microsoft Money) one-step update of prices and account transactions works better for me, and for more accounts than Quicken 2007 ever did. Online account updating is outstanding: one-click updates all security prices and brings in new transactions from all linked brokerage, bank, and credit card accounts.

I have bank accounts, credit cards, investment accounts, mutual funds, individual investments, and some assets — all handled without problems. It took me a little while to understand how SEE Finance reconciles accounts, but I now find the process intuitive. The program is very fast and has been rock solid. And I am rapidly adjusting to the new interface after all these years of muscle memory Quicken 2007 data entry.

The program handles multiple currencies and budgeting, which might be great features for some, but I don’t need them. The developer also offers an IOS version for $4.99 (!), but it only works if your data is stored in iCloud. My free iCloud storage is fairly full, so I prefer to use my paid Dropbox account to store my 200MB data file plus the backups SEE Finance makes.

I think the only thing I will probably miss is Quicken 2007’s extensive reporting capabilities. I haven’t fully explored the reporting in SEE Finance yet, but it looks adequate for my needs, though there may be some minor gaps.

Currently, you can buy SEE Finance 2 for $39.99 US “for a limited time”. Unlike the current Quicken for Mac, no subscription is needed.

I have no connection with the developer, Scimonoce Software; I’m just, so far, a happy customer!

My new book Event Crowdsourcing will be released this Fall

[Update] Now released! Purchase here!

"Event Crowdsourcing" release this Fall
Event Crowdsourcing: Creating Meetings People Actually Want and Need

I’m happy to announce that my third book Event Crowdsourcing will be released this Fall. It covers a fundamental yet neglected topic: creating meetings people actually want and need.

My research has shown that over half the sessions offered at traditional preplanned conferences are not what attendees actually want! Event crowdsourcing allows you to create meetings where attendees want and need every session.

Who should buy this book?

    • Are you a meeting planner/designer who wants to create the best possible meetings for your clients? Then you need this book!
    • Are you a presenter who knows the importance of meeting the wants and needs of your audience? Session crowdsourcing ensures that your sessions will reflect the real-time needs of those who attend.
    • Are you a conference stakeholder eager to grow an event by making it the very best it can be? When attendees are enthusiastic about your event because it meets their wants and needs, they recommend your event to their peers and return year after year. As a result, your event grows, continually adapting to the changing desires of your participants, and your event and organization communities strengthen over time.
    • Are you an attendee who tires of events full of irrelevant pre-planned sessions? Event crowdsourcing ensures that you will be enthusiastic about the content and value of events and sessions.

Read the rest of this entry »

27 years of peer conferences

27 years of peer conferencesGood things come in threes. Though I usually overlook anniversaries, I noticed one this morning. The first peer conference I convened and designed was held June 3 – 5, 1992 at Marlboro College, Vermont. So, as of today, the community of practice that eventually became edACCESS has enjoyed 27 years of peer conferences. [That’s 3 x 3 x 3. I told you good things come in threes.]

Twenty-three people came to the inaugural conference. At the time, I had no idea that what I instinctively put together for a gathering of people who barely knew each other would lead to:

  • a global design and facilitation consulting practice;
  • over 500 posts on this blog, which has now become, to the best of my knowledge, the most-visited website on meeting design and facilitation;
  • three books (almost!) on participant-driven, participation-rich meeting design; and
  • plentiful ongoing opportunities to fulfill my mission to facilitate connection between people.

However, none of this happened overnight. For many years, designing and facilitating meetings was a vocation rather than a profession, usually unpaid. Furthermore, it was an infrequent adjunct to my “real” jobs at the time: information technology consulting, and teaching computer science.

27 years of peer conferences. From little acorns, mighty oaks. I would never have predicted the path I’ve traveled — and continue to look forward to the journey yet to come. Above all, thank you everyone who has made it possible. I can’t adequately express the gratitude you are due.