After this week’s Madhatters Tea Party, Julie Lockhart, Tom Carroll and I debriefed in the live video chat above.

Because I’m traveling today, I have less time that I wish I could take to write up a bit of the context. That said, I want to make this conversation available to the 6-Week Virtual Meeting Campers and anyone else listening in, so I’m just posting it today with a brief intro.

Julie is an experienced classroom teacher and meeting facilitator with twenty plus years in a traditional higher education setting. Her first foray into hosting her own “outside the academy,” live, fully interactive, online meeting illuminated a host of issues for her. Tom and I were both struck with how well she managed the complexities of the tools and the ways she referred and deferred to her team around issues of expertise. It’s hard to jump from one cultural context to another and the Web 2.o tools not only allow us to share the stage with each other – they just about demand that we do so. And this is a whole new arena for people who’ve had academic enculturation about expertise and authority.

The new opportunities for 2-way communication and interdependence that collaborative writing/editing tools offer us, for instance, can be truly paradigm-shifting. The primary value we have to offer others is no longer fixed to us knowing something that others don’t…and transferring it to them. Exchanges of value are potentially complex, depending not just on providing others with new concepts or ideas, but on our skillful hosting of contexts where safe, trusting, creative dialogue and relationships occur on a regular basis.

Welcome to the 21st Century! It’s a wild and crazy world out there… What do you think?

The Madhatters Virtual Tea Party #2, was another wild ride for the Madhatters and their friends, fans, and followers. It was hosted by the inimitable Gretchen Wegner – Interplay leader, academic coach, blogger, and inventor of MuseCubes.

I admire Gretchen’s commitment to bringing the whole body/mind into even the most intellectual of human pursuits – like writing and other academic pursuits.

I also admire her commitment to keeping play at the front of the mind.

It’s been my personal experience that these two commitments yield work experiences that provide human beings with deep satisfaction – not just paychecks. And, when work enables human beings both to express the skills we have mastered and to experience our fathomless human creativity, then it becomes the highest expression of our humanity. While also producing something of value.

Gretchen’s Virtual Tea Party gave participants an opportunity to see, hear, and begin to imagine a whole new range of possibilities for using live, real-time virtual meeting rooms to faciliate whole body/mind interaction – at a distance. It was a fabulous first-time demonstration of Gretchen’s potential for adding authentic telepresence to her skill pack.

Here’s a recording of a video chat that Gretchen, Tom Carroll of EvolutionaryLearning.com, and I had Thursday, April 29th, as we debriefed our experiences and talked through some of the background issues Gretchen found herself dealing with during the party. We talked for a little over 28 minutes. As I did last week, I’m posting the recording here in the hope that it provides some additional value to participants in the 6-Week Virtual Meeting Camp - and to anyone else who’s lurking in the shadows, peeking through our Virtual Tea Party windows, listening for tips and tricks you can use to improve your virtual meetings.

As always, I welcome your comments below, anytime you’d like to contribute to this conversation…

Both the Madhatters and Madhatters Virtual Tea Party 6-Week Virtual Meeting Campers asked me today if I could provide them with some lists of virtual meeting tools, so I’m sharing some links to places interested people can find these kinds of lists online:

http://en.wikipedia.org/wiki/Comparison_of_web_conferencing_software
http://spreadsheets.google.com/pub?key=pe48NjIzZGzkWcXotfwoseg
http://www.webconferencing-test.com/en/webconference_home.html
http://www.indiana.edu/~icy/conference.html
http://www.kolabora.com/news/2007/06/22/web_conferencing_tools_and_technology.htm

There are dozens of these kinds of lists online! Maybe hundreds of them. You can do your own research just as easily as you can follow these links. You’ll find a ton of information about meeting tools and their various features.

I don’t provide some “Virtual Meeting Coach” list of virtual meeting tools because as soon as I issued a list of tools, it would be obsolete. Features are being added weekly, new companies are coming online weekly, and companies that have had great tools in the virtual meeting space are going broke and going offline weekly.

So, those of you who are getting excited in the Madhatters Tea Parties and want to start testing and researching other options outside DimDim right now, please feel free to kick off your own research using these links. I also encourage you to do your own Google searches on virtual meetings, web conferencing, online meetings, etc. so you locate the most current data about what’s available right now.

No Magic Pills or Siskel and Ebert Reviews

I wish I could just give all of you a “pill” or some definitive list that would allow you to point a finger and just pick the right tool for you. But, frankly, that would be about as useful as providing you an index of all the pharmaceuticals on the market for depression (or some other complex illness). A list of pharmaceuticals doesn’t tell you anything about how the drugs really work in real human bodies with complex needs. And neither do tables of virtual meeting tools tell you what will “make the perfect virtual office for you.”

The tool(s )you choose to use will depend on the interaction of three fundamental factors:

1) What you do well – what your “Lion” strengths are (remembering our first Madhatters Tea Party?)
2) What it is you want to accomplish with your clients/coworkers at a distance.
3) What your clients/coworkers want from you – at a distance – and how they are willing to receive it from you.

The sites above offer a variety of ranking systems. Unfortunately, the criteria used for the ranking are anything but standardized. I wish I could change that. But, that’s just the way it is. Virtual meeting use is an art … not a science… And we’re operating in a volatile economy that’s changing the ways we think about working together every week. So the science is going to take awhile longer. Like maybe a decade or so…

There’s a Reason I’ve Become the Virtual Meeting Coach

And, it’s not to hawk virtual meeting tools for a sales commission. I’m an independent communication consultant who has been advising and coaching people in the skillful use of face-to-face interactive meeting strategies and electronic messaging tools for over two decades. I don’t have a “favorite” virtual meeting tool because there are mountains of things that people want and need to be able to do in virtual meetings. Many tools do some of those things pretty well and none of them that do all of them perfectly. Not even close.

So, I hung out my shingle about two years ago now in the interest of saving people time and money in your research and development processes. I delight in helping people identify ways you can take what you do best and port your special sauce into online meetings. Then, I like helping you frost the cake by tailoring your online meeting and business processes so you get the full value and delight available from the tools(s) you choose to use.

I love coaching individuals (and groups) through a step-by-step process that helps you quickly clarify what’s true for you about the three factors above. And then I’ll help you select and practice with the tool(s) that will best fit you and your clients’ needs. If you want more, I also offer groups in which I coach people in the adaptation of their favorite face-to-face engagement strategies to virtual meetings. I want my clients to make meeting with them virtually a true pleasure for others – instead of a pain in the #ss.

By all means, if you would enjoy spending your time doing the research yourself, please start with the links above. It’s horribly time-consuming but also great fun uncovering all the new stuff out there.

On the other hand, if you’d rather spend your time making money with your core business processes – and you’d like to save substantial trial and error time – you can hire me to consult and coach you quickly through the process of transitioning some of them online.

The Madhatters Tea Party Group Coaching Programs are one highly affordable way I’ve set up to help people learn and practice in small groups. I also work privately with clients who really need to speed things up by focusing on their specific needs in a one-on-one setting.

I offer a FREE 20-minute virtual meeting consultation to anyone thinks you’re ready to get started so you can see if you think we’d be a good fit. Feel free to use the contact form at VirtualMeetingStartup to set up a free consultation.

Opening day of the Madhatters Tea Party 6-Week Virtual Meeting Camp went just about as I’d imagined it would. Wild. Crazy. Full of surprises. And a little on the chaotic side for the first 15-20 minutes.

How else would you expect things to go with a gang of mostly inexperienced virtual meeters, coming from a dozen different frames of reference, with wide-ranging computer literacy, using both PC and Macintosh computers, and connecting through a free teleconferencing line and a full-featured multi-media virtual meeting room at the same time? And did I say most of them were middle-aged women?

As the Madhatter of Madhatters, I was utterly delighted by the whole event! It was the quintessential Virtual Madhatters Tea Party!

When it was over, participants’ feedback reflected various levels of cognitive overload … and excitement …and curiosity …and a desire for more!

I had a debriefing conversation about the first Madhatters Tea Party today with my colleague, friend, and former client, Tom Carroll, founder of EvolutionaryLearning.com.

Tom’s lifetime of research mapping human excellence and designing strategies to rapidly transfer that excellence from one human to another (and another and another…) has inspired me since we met a decade ago in Austin, Texas. When I first met Tom, he was a Senior Performance Consultant at International SEMATECH where he and his colleague, Mike Bown, helped semiconductor engineering and wafer fabrication teams make the most of their full human capacities in a high pressure, multi-company, multi-cultural consortium whose mission was to ensure that the US get ahead – and stay ahead – of the rest of the world in the development of semiconductor technologies.

These days, Tom has moved into his own consulting practice where he continues to research and test ways to help human beings perform better, faster, and cheaper in a variety of industries where the competition is tough and stakes are high.

At my request, Tom was a participant/observer during the first Madhatters Tea Party and I’ve asked him to continue observing. I’ll be publishing a series of our “behind the scenes” debriefing conversations here on the blog to help the Madhatters and the Virtual Tea Partiers – and anyone else who’s interested – get some background context for the experience-based-learning they’re doing.

I hope you find  something useful for yourself in this dialogue and, as always, I’m interested in your thoughts and feelings. Please feel free to comment below.

This first conversation is focused on Tom’s perceptions about the Virtual Tea Party and explores some of my assumptions about the language and culture of virtual meetings. Out of my training in educational psychology and anthropology, my personal experience teaching ESL and cross-cultural communication, and my research and testing of hundreds of virtual meeting technologies over the last three years, I have come to believe that immersing people in a learning experience that is both safe and serious is the only sound way to help human beings quickly build the literacy and fluency each of us needs in order to make the most of new, online meeting tools.

In this economy, the stakes couldn’t be higher – particularly for independent business people with high-value services to sell.

I’m completely convinced that once we understand how to use them, virtual meetings can allow teachers, trainers, coaches and consultants to lower costs while providing more and better service.

Give a listen. And by all means, feel free to share what you think…

From Clark Quinn’s blog, Learnlets, December 8, 2009:

What if the learner’s experience was ‘hard fun’: challenging, but engaging, yielding a desirable experience, not just an event to be tolerated, OR what is learning experience design?

Can you imagine creating a ‘course’ that wins raving fans?  It’s about designing learning that is not only effective but seriously engaging.  I believe that this is not only doable, but doable under real world constraints.

Let me start with this bit of the wikipedia definition of experience design:

the practice of designing…with a focus placed on the quality of the user experience…, with less emphasis placed on increasing and improving functionality

That is, experience design is about creating a user experience, not just focusing on their goals, but thinking about the process as well.   And that’s, to me, what is largely ignored in creating elearning is thinking about process from the learner’s perspective. There are really two components: what we need to accomplish, and what we’d like the learner to experience.

Our first goal still has to look at the learning need, and identify an objective that we’d like learners to meet, but even that we need to rethink.  We may have constraints on delivery environment, resources, and more that we have to address as well, but that’s not the barrier.  The barrier is the mistake of focusing on knowledge-level objectives, not on meaningful skill change.  Let me be very clear: one of the real components of creating a learning experience is ensuring that we develop, and communicate, a learning objective that the learner will ‘get’ is important and meaningful to them.  And we have to take on the responsibility for making that happen.

Then, we need to design an experience that accomplishes that goal, but in a way that yields a worthwhile experience.  I’ve talked before about the emotional trajectory we might want the learner to go through.  It should start with a (potentially wry) recognition that this is needed, some initial anxiety but a cautious optimism, etc.  We want the learner to gradually develop confidence in their ability, and even some excitement about the experience and the outcome.  We’d like them to leave with no anxiety about the learning, and a sense of accomplishment.  There are a lot of components I’ve talked about along the way, but at core it’s about addressing motivation, expectations, and concerns.

Actually, we might even shoot for more: a transformative experience, where the learner leaves with an awareness of a fundamental shift in their understanding of the world, with new perspectives and attitudes to accompany their changed vocabulary and capabilities.  People look for those in many ways in their life; we should deliver.

This does not come from applying traditional instructional design to an interview with a SME (or even a Subject Matter Network, as I’m increasingly hearing and inclined to agree).  As I defined it before, learning design is the intersection of learning, information, and experience design.  It takes a broad awareness of how we learn, incorporating viewpoints behavior, cognitive, constructive, connective, and more.  It takes an awareness of how we experience: media effects on cognition and emotion, and of the dramatic arts.  And most of all, it takes creativity and vision.

However, that does not mean it can’t be developed reliably and repeatably, on a pragmatic basis.   It just means you have to approach it anew.  It take expertise, and a team with the requisite complementary skill sets, and organizational support. And commitment.  What will work will depend on the context and goals (best principles, not best practices), but I will suggest that with good content development processes, a sound design approach, and a will to achieve more than the ordinary.  This is doable on a scalable basis, but we have to be willing to take the necessary steps.  Are you ready to take your learning to the next level, and create experiences?

Let me briefly explain. For the past three years, Clark Quinn’s thinking has been of enormous value to me while I’ve been researching and testing virtual meeting tools. I stumbled across this piece today through a pointer in Harold Jarche’s blog and I have to say that this post describes in the most eerily synchronistic way the assumptions that have been driving me as I’ve been building my new coaching programs for VirtualMeetingStartup.com.

The Madhatter’s Tea Party Group Coaching Programs are, precisely, experiential learning programs. And as I design them, I’ve been focused much more on creating quality user experiences than on increasing or improving functionality.

Why? Because the kinds of people I’m most interested in supporting are already experienced teachers, trainers, coaches, and consultants who have developed high levels of functionality. They just don’t know how to take the things they’re best at and move their interaction with others into cyberspace. They’re subject matter experts (SMEs), but that’s not what’s most precious about them. It’s their compassion, their creativity, their curiosity, and the depth of their empathy for others that make a real difference in others’ lives. Like they say these days, “information is free, experience is expensive.”

Out of my extensive research and testing experiences, it seems to me the best way for teachers, trainers, coaches, and consultants to learn to SHARE THEIR LIVING PRESENCE WITH OTHERS across space and time is to set up situations in which they just DO it. And then fail to connect. And then learn from their failure. And then do it again. And fail to connect in another way. Learn from the failure. And do it again. Etc…

And, since adults really don’t enjoy failing – especially when they’re sitting in a room all by themselves in uncomfortable chairs, staring at a monitor, wearing a headset that pulls their hair and makes their ears hurt – I’ve designed the learning experience to provide regular high-energy interaction, in real-time. And what they’re doing is learning to dump their fear, worry, embarrassment, and self-consciousness as quickly as possible.

Because of this, the Madhatter’s Group Coaching Programs focus on the Madhatters un-learning how to act like subject matter experts – especially at a distance – more than on any deliberate, staged learning about pumping their expertise through the computer into someone else’s mind.

I’m documenting every step of the process so that the design can be repeated, quite pragmatically. But I’m definitely seeing that what I’m doing is creating an experience design that I’ll be replicating, not a traditional “instructional design.”

Fascinating work for me! Hard, hard fun!

Join us, if this interests you…

I’ll be writing more about all this in the days and weeks ahead. What do you think about all this?

Coming up on Monday, April 19th: the anniversary of Timothy McVeigh’s bombing in Oklahoma City and a Tea Party gun rally on the Mall in Washington.

For weeks I’ve been hearing Yeat’s “Second Coming” in my head.

Also on Monday afternoon, at 3:30pm PDT, I’ll be launching the Madhatter’s Tea Party 6-Week Virtual Meeting Camp. You can still sign up until noon, Sunday the 18th.

Of course there’s always darkness simmering in the bestial recesses of the Monkey Mind. I’m committed to rising above it, friends. Let’s use the internet to connect across space and time in real-time, not to divide us further.

Yes we can.

When adults need to learn something new, they either welcome training/coaching/consulting opportunities – or they shy away from them. There’s not much middle ground.

When we look at the facts about formal learning, it’s no wonder there’s a divide like this. Whether we happen to be people who enjoy it – or not – formal training, coaching and consulting just don’t seem to improve people’s real-world performance of most things. Real life situations have so many more variables in them than even the most engaging workshops or simulations. People have a hard time translating great new information into great new performance.

The training, coaching, or consulting outcomes we set are often poorly realized because once we’ve transferred our “expertise,” we and the other parties move on. We go back to the real world. This means we’re no longer shoulder-to-shoulder with each other. Then, when clients run into problem situations in the real world – and need some brief, over-the-shoulder support for skilfully applying new principles or routines we’ve suggested – we’re not around. And they fail. The sad part us that clients are often too busy to take time to learn from their failures. So, even if they’ve mastered an acronym that enables them to recite by heart the new principles, new information, or new routines we shared, their performance doesn’t change much. Rats.

Besides hanging our heads or complaining, what can we do about this?

I suggest we make more frequent use of free virtual meeting tools to support clients in “informal” learning environments.

There must be hundreds of ways we can do this! This morning, here are a half-dozen ways I can think of right off the top of my head. I bet you can come up with a half-dozen more!

1. When someone is learning to use a particular piece of software or a complex website, you can do a quick desktop share to demonstrate, specifically, how you use the program or what you find most useful about a particular website. (You could also make a quick screencast and share it asynchronously, if you can’t get together in real-time and share some back-and-forth dialogue while you’re “showing and telling.”)

2. Skip the lectures and the production of accompanying “manuals” and simply publish process “checklists.” Then offer a series of short, conversational virtual meetings to explain/expand the process steps. Be sure to allow sufficient time for the back-and-forth people need to master the sequencing of new routines. Also be sure to allow for time to talk about what’s important to them about making changes to their habits. Everyone needs to establish their own sense of the meaning and purpose – to them – for changing things.

3. Develop a regular 30-minute “mentoring” meeting and use it to troubleshoot specific documents, images, videos, or other “evidence” that a mentee doesn’t know how to respond to as effectively as s/he would like. Call this meeting “Coffee with Susan (or Mike)” and schedule it for the same time every week or two weeks so both mentor and mentee can count on enjoying a cup of coffee while they get smarter about something tricky.

4. Host regular 8-minute virtual brainstorming routines to help clients, coworkers, teammates find new ways to solve specific real-world business problems. Invite the person with the problem to take 3 minutes to describe what it is that has him/her stuck. Turn the description of the situation into a simple question and ask the person with the problem to type that question onto the whiteboard. Then take 5 minutes for everyone participating in the VM to type their ideas onto the whiteboard as quickly as they can think of them. (Or open a Google Document and use it to capture everyone’s responses.) No evaluating, no discussion. No analysis. Just use one – or more – whiteboards to capture ideas as quickly as people spit them out.

Brainstorming works best when there’s little or no cross-talk permitted. Just “popcorn” the ideas aloud and capture the words in text. When 5 minutes is up, quit. Just let the person with the problem take the offerings offline and decide later how to use them. Stop promptly after 5 minutes and let someone else take a turn. Or come back later if you’re in a hurry. Online brainstorming can be a fun and creative “break” that people look forward to if you set a ground rule that you’re going to get in, do it, and get out – without belaboring anything.

5. Create a WIKI or a project team space (using vYew or Wiggio or Basecamp) where people can share their thoughts whenever they have time (asynchronously) and also at a regularly scheduled private live virtual meeting (synchronously).

Give everyone permission to add whatever they like to the online space. Ask a team member who’s not a control freak to “manage” the space so that it doesn’t get too cluttered. (But it’s important not to worry too much about the working-studio-look, either.) Active project spaces are great for just capturing and holding documents, photos, videos and links that people are finding useful and posting them quickly where others can find and use them in their work. It can be helpful to use part of your weekly (online) team meeting to “tour” the project space together and “survey” the riches. Take 5 minutes to hear from whoever parked things in the space during the week to say a few words about what they think is so valuable about the items that they added them to the workspace. If others agree they’re finding something useful, it stays. If not, it goes. Simple housekeeping.

6. Use virtual meetings for OJT (on job training). Set up a rotating schedule of short briefings that trainees/learners can attend. Use short videos or PDF text files to display content that can and will be repeated, but use the whiteboard and text chat and VOIP tools in the virtual meeting space to briefly discuss questions and concerns that come up for trainees/learners as they watch the video and/or read the text file.

Making changes or improving performance requires adults to master new information, new principles and new routines. But learning while we’re working also requires us to create and absorb the purpose of new routines so that we can make the most effective non-routine choices when unexpected or unplanned circumstances occur.

Scheduling a deliberate series of short online meetings based on various OJT learning topics allows trainers, coaches, and consultants to support both formal and informal change processes over the whole span of time it takes people to make lasting changes.

What are some ways YOU could use virtual meetings to support adult learners, clients, and co-workers in their ongoing ‘informal’ change processes?

You don’t have to write a dissertation about it. Just popcorn your ideas out below as comments. Why not use this space to do a little ‘informal’ learning right out in public?

After all, a blog is nothing more than an asynchronous meeting of the minds. N’est-ce-pas?

Standing in line at the market this morning, waiting to pay for my milk and muffins, I couldn’t help laughing out loud at the tabloid and magazine headlines promising fifty ways I could lose the body I’ve created with my choices over the last 6 weeks of holiday parties.

* 10 Best Weight-Loss Pills
* Strip Off 25 Lbs in Just 20 Days
* Drop 4 Dress Sizes Before Valentines!
* Revitalize Yourself for the New Year – in 1 Short Week
* 5 Exercises, 10 Minutes, 15 Days to Washboard Abs

You know this stuff! Maybe you still believe one of these will work…I don’t.

I’m old enough – and 2009 was tough enough – for me to skip pretending that one more quick recovery scheme will deliver anything but disappointment when it comes to my health. Or health care reform ;-(.

A Trustable Resource For Your 2010 Care-For-My-Health Plan
On the other hand, I am so excited about a live, online telehealth resource called EMindful that I want to open 2010 with the interview I did recently with the visionary founder and CEO of Emindful.com, Kelley McCabe, and her web class producer, David Lessak.

The interview runs about 35 minutes and it explores Kelley’s invention of Emindful and some of the ways she and David are using virtual meeting technologies to deliver a variety of telehealth services – including mindfulness training and live yoga classes.

(A MILLION THANKS! shout-out to my friend and partner-in-virtual-meeting-adventure-games, Tom Carroll, of EvolutionaryLearning.com, for his help recording this conversation with Kelly and David and helping me get it posted!)

WHAT A DELIGHTFUL IDEA! USING YOUR COMPUTER TO DO YOGA!
Among the handful of high-quality telehealth resources offered at EMindful, the one that impresses me most is the live online yoga classes with Kirpalu-trained yoga instructors.

Here’s a little screencast that shows briefly what an Emindful yoga class looks like.

While you may never have considered using your computer to do yoga, having the opportunity to work with a live, online instructor offers many benefits – distinct from using VHS or DVD recordings of yoga routines. Just off the top of my head, here are five:

1. You can develop a relationship with a live instructor who varies your daily practice – instead of leaving you repeating the same few postures over and over on a tape.
2. Both before and after class, your live instructor is available to answer individual questions about specific challenges you’re facing in your practice.
3. You can practice anywhere you can get online, using a desktop or laptop computer.
4. If you can’t attend a live session, you can access the class archive at a later time in the day to do the class when it’s most convenient for you.
5. If you don’t live within walking distance of a high-quality yoga studio, you can walk-your-talk about lowering your carbon footprint by not driving all over town for a one-hour daily class.

Access and Convenience
Despite the phenomenal growth of yoga and other Eastern health practices across the US, substantial chunks of the population still lack access to well-trained instructors. Not just in rural areas. Access issues abound in traffic-jammed urban areas, too. Some groups that could benefit from Emindful’s yoga workshops and classes include:

1. People whose jobs require them to travel so much that they can’t attend local classes at regular times and build up a steady relationship with a knowledgeable teacher.
2. Mothers who are temporarily home-bound caring for young children.
3. Aging Baby Boomers – or other caregivers – who are providing care for seniors and can’t leave them unattended for long.
4. People with transportation issues that prevent them from getting to regular local classes.

If you’re in one of these groups – or you know people who are – and you’d like for yoga to play a bigger role in your 2010 Care-For-My-Health Plan, I hope you’ll check out Emindful this week and take Kelly and David up on one of their special offers.

Emindful is certainly stretching the limits (sic) of what can be accomplished with virtual meeting technology – and that’s exciting! I’m wishing Kelley and David great luck in 2010 will be keeping an eye out for new offerings from them in the fast-moving connected health and telehealth markets.

What else can people do in virtual meeting rooms? We’re only beginning to scratch the surface, aren’t we? What a decade this is going to be!