https://wiki.diglib.org/api.php?action=feedcontributions&user=Nowviskie&feedformat=atomDLF Wiki - User contributions [en]2024-03-28T18:26:47ZUser contributionsMediaWiki 1.41.0https://wiki.diglib.org/index.php?title=AMIA-DLF_Hack_Days&diff=14378AMIA-DLF Hack Days2018-10-17T16:58:27Z<p>Nowviskie: </p>
<hr />
<div>Since 2013, DLF has co-sponsored an annual Hack Day at [http://www.amiaconference.net AMIA] conferences, sometimes sending DLF practitioners as funded fellows to participate and sometimes fostering "cross-pollinator" collaborations with our [https://diglib.org/forums DLF Forum] and the [[NDSA:Main Page|National Digital Stewardship Alliance]]'s ''Digital Preservation'' conference. <br />
<br />
AMIA-DLF Hack Days are unique opportunities for practitioners and managers of digital audiovisual collections to join with digital library developers and engineers for an intense day of collaboration to develop solutions for audiovisual preservation and access. <br />
<br />
* [https://wiki.curatecamp.org/index.php/Association_of_Moving_Image_Archivists_%26_Digital_Library_Federation_Hack_Day_2013 AMIA-DLF Hack Day 2013 ]<br />
* [http://wiki.curatecamp.org/index.php/Association_of_Moving_Image_Archivists_%26_Digital_Library_Federation_Hack_Day_2014 AMIA-DLF Hack Day 2014 ]<br />
* [http://wiki.curatecamp.org/index.php/Association_of_Moving_Image_Archivists_%26_Digital_Library_Federation_Hack_Day_2015 AMIA-DLF Hack Day 2015 ]<br />
* [http://wiki.curatecamp.org/index.php/Association_of_Moving_Image_Archivists_%26_Digital_Library_Federation_Hack_Day_2016 AMIA-DLF Hack Day 2016 ]<br />
* [https://wiki.curatecamp.org/index.php/Association_of_Moving_Image_Archivists_&_Digital_Library_Federation_Hack_Day_2018 AMIA-DLF Hack Day 2018 ]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Facilitating_for_Diversity_and_Inclusion&diff=14278Facilitating for Diversity and Inclusion2018-10-01T13:33:06Z<p>Nowviskie: /* Accessibility */</p>
<hr />
<div>{| class="wikitable" border="1"<br />
|''“I’m grateful to the DLF for taking their mission of inclusion seriously.”—Stacie Williams''<br />
|}<br />
<br />
{| class="wikitable" border="1"<br />
|''“I love the inclusive, expansive, thoughtful, and community-oriented leadership [of the DLF].”—Chris Bourg''<br />
|}<br />
[[File:Organizing-with-DLF.png|thumb]]<br />
== Basic Resources ==<br />
<br />
'''Social justice and the public good are front-and-center in DLF’s [https://www.diglib.org/about/ mission statement].''' But these are impossible goals to serve without thoughtful, conscious, welcoming, and dedicated efforts among all our working and interest groups, as well as among our staff and the volunteer committees that help organize DLF Forum. Most of all, we encourage DLF group leaders and participants to value and create conditions for humility and listening. <br />
<br />
Below, you’ll find just a few recommended readings and toolkits for pushing against structural racism, systemic gender bias, able-ism, and other forms of oppression and exclusion that are endemic in librarianship and technology fields. '''This list is far from complete!''' We welcome your contributions. <br />
<br />
* [https://simmons.libguides.com/anti-oppression Beatley Library Anti-Oppression Guide]<br />
<br />
* [https://www.culturallyconnected.ca/ Culturally Connected] (written from a health literacy perspective, but very useful in the GLAM context; see especially resources on cultural humility)<br />
<br />
* [https://docs.google.com/document/d/15uYKfwnbGDbq8WLTgylPv0oKAqH5kWwTKlwuWNBM2NM/edit Cultural Humility for Library Workers] (JCLC 2018 workshop resources by Nicky Andrews and Sunny Kim)<br />
<br />
* [http://www.siatoolkit.com/ Social Inclusion Audit and Toolkit], Canadian Urban Libraries Council<br />
<br />
* [http://geekfeminism.wikia.com/wiki/Geek_Feminism_Wiki Geek Feminism Wiki]<br />
<br />
* Code4Lib Journal Special Issue on [http://journal.code4lib.org/issues/issues/issue28 Diversity in Library Technology]<br />
<br />
* [https://www.racialequitytools.org/home Racial Equity Tools]<br />
<br />
* [https://www.trainingforchange.org/publications/diversity-consensus Diversity & Consensus - Training for Change]<br />
<br />
* [https://www.trainingforchange.org/tools Tools and Activities - Training for Change]<br />
<br />
* [https://hbr.org/2016/04/run-meetings-that-are-fair-to-introverts-women-and-remote-workers Run Meetings That Are Fair to Introverts, Women, and Remote Workers - Harvard Business Review]<br />
<br />
* Consider increasing the safety level of sensitive meetings by running them under the [https://en.wikipedia.org/wiki/Chatham_House_Rule Chatham House Rule].<br />
<br />
== Code of Conduct ==<br />
In 2016, DLF staff and members of our newly-established DLF Forum Planning Committee on Inclusivity worked together to revise our '''Code of Conduct''', which had been in place since 2012. The DLF CoC now covers activities happening under the Digital Library Federation umbrella, both in person and online, year-round. All group facilitators are asked to read this document, share with their communities, and contact us with questions or suggestions.<br />
<br />
* [https://www.diglib.org/about/code-of-conduct/ Revised DLF Code of Conduct]<br />
* [https://www.diglib.org/archives/11814/ Blog post]: “Behind the scenes: making the Forum as welcoming and accessible as possible”<br />
<br />
== Accessibility == <br />
<br />
* [https://www.diglib.org/forums/2016forum/guide-to-creating-accessible-presentations/ DLF Forum Guide to Creating Accessible Presentations]<br />
<br />
* [http://docs.lita.org/accessibility/ Accessibility tips and resources from LITA]<br />
<br />
* [https://forum2018.diglib.org/2018-forum-moderator-training/ DLF Forum Moderator Training] (2018, with thanks to Paige C. Morgan and Helene Williams)<br />
<br />
* [https://www.diglib.org/dlf-events/dlf-social-event-checklist/ DLF Social Event Checklist] (2018, with thanks to Carly Spina and the DLF Forum Inclusivity Committee)<br />
<br />
== Ally Skills ==<br />
DLF has also underwritten formal Ally Skills training courses at two recent Forums, most recently in Milwaukee, 2016 with Bess Sadler and Mark Bussey. Interested in having this opportunity available at a future DLF Forum or in helping us to fund opportunities like this? [Mailto:info@diglib.org Let us know.]<br />
<br />
* [https://www.diglib.org/forums/2016forum/ally-skills-workshop/ 2016 DLF Ally Skills Workshop]<br />
* [https://www.youtube.com/watch?v=Y2F_Bmx_CNE Video]: Ally Skills Workshop taught at Wikimedia Foundation - Valerie Aurora of Ada Initiative<br />
{| class="wikitable" border="1"<br />
|''“The level of generosity, drive toward inclusion, & care for colleagues in the @CLIRDLF community inspires, astounds.”—Bethany Nowviskie<br />
''<br />
|}<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Facilitating_for_Diversity_and_Inclusion&diff=14277Facilitating for Diversity and Inclusion2018-10-01T13:30:26Z<p>Nowviskie: /* Basic Resources */</p>
<hr />
<div>{| class="wikitable" border="1"<br />
|''“I’m grateful to the DLF for taking their mission of inclusion seriously.”—Stacie Williams''<br />
|}<br />
<br />
{| class="wikitable" border="1"<br />
|''“I love the inclusive, expansive, thoughtful, and community-oriented leadership [of the DLF].”—Chris Bourg''<br />
|}<br />
[[File:Organizing-with-DLF.png|thumb]]<br />
== Basic Resources ==<br />
<br />
'''Social justice and the public good are front-and-center in DLF’s [https://www.diglib.org/about/ mission statement].''' But these are impossible goals to serve without thoughtful, conscious, welcoming, and dedicated efforts among all our working and interest groups, as well as among our staff and the volunteer committees that help organize DLF Forum. Most of all, we encourage DLF group leaders and participants to value and create conditions for humility and listening. <br />
<br />
Below, you’ll find just a few recommended readings and toolkits for pushing against structural racism, systemic gender bias, able-ism, and other forms of oppression and exclusion that are endemic in librarianship and technology fields. '''This list is far from complete!''' We welcome your contributions. <br />
<br />
* [https://simmons.libguides.com/anti-oppression Beatley Library Anti-Oppression Guide]<br />
<br />
* [https://www.culturallyconnected.ca/ Culturally Connected] (written from a health literacy perspective, but very useful in the GLAM context; see especially resources on cultural humility)<br />
<br />
* [https://docs.google.com/document/d/15uYKfwnbGDbq8WLTgylPv0oKAqH5kWwTKlwuWNBM2NM/edit Cultural Humility for Library Workers] (JCLC 2018 workshop resources by Nicky Andrews and Sunny Kim)<br />
<br />
* [http://www.siatoolkit.com/ Social Inclusion Audit and Toolkit], Canadian Urban Libraries Council<br />
<br />
* [http://geekfeminism.wikia.com/wiki/Geek_Feminism_Wiki Geek Feminism Wiki]<br />
<br />
* Code4Lib Journal Special Issue on [http://journal.code4lib.org/issues/issues/issue28 Diversity in Library Technology]<br />
<br />
* [https://www.racialequitytools.org/home Racial Equity Tools]<br />
<br />
* [https://www.trainingforchange.org/publications/diversity-consensus Diversity & Consensus - Training for Change]<br />
<br />
* [https://www.trainingforchange.org/tools Tools and Activities - Training for Change]<br />
<br />
* [https://hbr.org/2016/04/run-meetings-that-are-fair-to-introverts-women-and-remote-workers Run Meetings That Are Fair to Introverts, Women, and Remote Workers - Harvard Business Review]<br />
<br />
* Consider increasing the safety level of sensitive meetings by running them under the [https://en.wikipedia.org/wiki/Chatham_House_Rule Chatham House Rule].<br />
<br />
== Code of Conduct ==<br />
In 2016, DLF staff and members of our newly-established DLF Forum Planning Committee on Inclusivity worked together to revise our '''Code of Conduct''', which had been in place since 2012. The DLF CoC now covers activities happening under the Digital Library Federation umbrella, both in person and online, year-round. All group facilitators are asked to read this document, share with their communities, and contact us with questions or suggestions.<br />
<br />
* [https://www.diglib.org/about/code-of-conduct/ Revised DLF Code of Conduct]<br />
* [https://www.diglib.org/archives/11814/ Blog post]: “Behind the scenes: making the Forum as welcoming and accessible as possible”<br />
<br />
== Accessibility == <br />
<br />
* [https://www.diglib.org/forums/2016forum/guide-to-creating-accessible-presentations/ DLF Forum Guide to Creating Accessible Presentations]<br />
<br />
* [http://docs.lita.org/accessibility/ Accessibility tips and resources from LITA]<br />
<br />
== Ally Skills ==<br />
DLF has also underwritten formal Ally Skills training courses at two recent Forums, most recently in Milwaukee, 2016 with Bess Sadler and Mark Bussey. Interested in having this opportunity available at a future DLF Forum or in helping us to fund opportunities like this? [Mailto:info@diglib.org Let us know.]<br />
<br />
* [https://www.diglib.org/forums/2016forum/ally-skills-workshop/ 2016 DLF Ally Skills Workshop]<br />
* [https://www.youtube.com/watch?v=Y2F_Bmx_CNE Video]: Ally Skills Workshop taught at Wikimedia Foundation - Valerie Aurora of Ada Initiative<br />
{| class="wikitable" border="1"<br />
|''“The level of generosity, drive toward inclusion, & care for colleagues in the @CLIRDLF community inspires, astounds.”—Bethany Nowviskie<br />
''<br />
|}<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Facilitating_for_Diversity_and_Inclusion&diff=14276Facilitating for Diversity and Inclusion2018-10-01T13:16:46Z<p>Nowviskie: adds cultural humility resources</p>
<hr />
<div>{| class="wikitable" border="1"<br />
|''“I’m grateful to the DLF for taking their mission of inclusion seriously.”—Stacie Williams''<br />
|}<br />
<br />
{| class="wikitable" border="1"<br />
|''“I love the inclusive, expansive, thoughtful, and community-oriented leadership [of the DLF].”—Chris Bourg''<br />
|}<br />
[[File:Organizing-with-DLF.png|thumb]]<br />
== Basic Resources ==<br />
<br />
'''Social justice and the public good are front-and-center in DLF’s [https://www.diglib.org/about/ mission statement].''' But these are impossible goals to serve without thoughtful, conscious, welcoming, and dedicated efforts among all our working and interest groups, as well as among our staff and the volunteer committees that help organize DLF Forum. <br />
<br />
Below, you’ll find just a few recommended readings and toolkits for pushing against structural racism, systemic gender bias, able-ism, and other forms of oppression and exclusion that are endemic in librarianship and technology fields. '''This list is far from complete!''' We welcome your contributions. <br />
<br />
* [https://simmons.libguides.com/anti-oppression Beatley Library Anti-Oppression Guide]<br />
<br />
* [https://www.culturallyconnected.ca/ Culturally Connected] (written from a health literacy perspective, but very useful in the GLAM context; see especially resources on cultural humility)<br />
<br />
* [https://docs.google.com/document/d/15uYKfwnbGDbq8WLTgylPv0oKAqH5kWwTKlwuWNBM2NM/edit Cultural Humility for Library Workers] (JCLC 2018 workshop resources by Nicky Andrews and Sunny Kim)<br />
<br />
* [http://www.siatoolkit.com/ Social Inclusion Audit and Toolkit], Canadian Urban Libraries Council<br />
<br />
* [http://geekfeminism.wikia.com/wiki/Geek_Feminism_Wiki Geek Feminism Wiki]<br />
<br />
* Code4Lib Journal Special Issue on [http://journal.code4lib.org/issues/issues/issue28 Diversity in Library Technology]<br />
<br />
* [https://www.racialequitytools.org/home Racial Equity Tools]<br />
<br />
* [https://www.trainingforchange.org/publications/diversity-consensus Diversity & Consensus - Training for Change]<br />
<br />
* [https://www.trainingforchange.org/tools Tools and Activities - Training for Change]<br />
<br />
* [https://hbr.org/2016/04/run-meetings-that-are-fair-to-introverts-women-and-remote-workers Run Meetings That Are Fair to Introverts, Women, and Remote Workers - Harvard Business Review]<br />
<br />
* Consider increasing the safety level of sensitive meetings by running them under the [https://en.wikipedia.org/wiki/Chatham_House_Rule Chatham House Rule]. <br />
<br />
== Code of Conduct ==<br />
In 2016, DLF staff and members of our newly-established DLF Forum Planning Committee on Inclusivity worked together to revise our '''Code of Conduct''', which had been in place since 2012. The DLF CoC now covers activities happening under the Digital Library Federation umbrella, both in person and online, year-round. All group facilitators are asked to read this document, share with their communities, and contact us with questions or suggestions.<br />
<br />
* [https://www.diglib.org/about/code-of-conduct/ Revised DLF Code of Conduct]<br />
* [https://www.diglib.org/archives/11814/ Blog post]: “Behind the scenes: making the Forum as welcoming and accessible as possible”<br />
<br />
== Accessibility == <br />
<br />
* [https://www.diglib.org/forums/2016forum/guide-to-creating-accessible-presentations/ DLF Forum Guide to Creating Accessible Presentations]<br />
<br />
* [http://docs.lita.org/accessibility/ Accessibility tips and resources from LITA]<br />
<br />
== Ally Skills ==<br />
DLF has also underwritten formal Ally Skills training courses at two recent Forums, most recently in Milwaukee, 2016 with Bess Sadler and Mark Bussey. Interested in having this opportunity available at a future DLF Forum or in helping us to fund opportunities like this? [Mailto:info@diglib.org Let us know.]<br />
<br />
* [https://www.diglib.org/forums/2016forum/ally-skills-workshop/ 2016 DLF Ally Skills Workshop]<br />
* [https://www.youtube.com/watch?v=Y2F_Bmx_CNE Video]: Ally Skills Workshop taught at Wikimedia Foundation - Valerie Aurora of Ada Initiative<br />
{| class="wikitable" border="1"<br />
|''“The level of generosity, drive toward inclusion, & care for colleagues in the @CLIRDLF community inspires, astounds.”—Bethany Nowviskie<br />
''<br />
|}<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Communications_and_Consensus&diff=14220Communications and Consensus2018-08-28T16:39:26Z<p>Nowviskie: /* How can this Organizers' Toolkit section help? */</p>
<hr />
<div>[[File:Organizing-with-DLF.png|thumb]]<br />
== How can this Organizers' Toolkit section help? == <br />
Much of the work of organizing through DLF involves thoughtful internal and external communication, open and respectful collaboration along shared timelines, and careful consensus-building. We recommend a number of resources in this toolkit as a guide, especially in sections on "[[General Facilitation and Goal-Setting]]" and on "[[Facilitating for Diversity and Inclusion]]." Ideally, the schedules — and tone — you help set for your group’s projects will allow for all voices to be heard. And in a perfect world, you’ll have plenty of time to loop [https://www.diglib.org/about/staff/ Team DLF] in as appropriate, for collegial advice, help where needed, an occasional sign-off on something big, and/or assistance with a communications plan. <br />
<br />
However, as the organizer of a DLF group, you may sometimes need to respond independently to a situation arising outside of your regular meeting cycle. This could happen because:<br />
* another organization, group, or individual is seeking signatories to a statement or commitment to a collaboration, with a quick deadline<br />
* you enter a public conversation related to your DLF group work, on social media or in a face-to-face venue <br />
* you are approached by a member of the press for comment in an article appearing shortly<br />
* something else unexpected happens!<br />
<br />
Situations like these may prompt you to:<br />
* rely on pre-established group norms/authorizations for “emergencies” or short-notice opportunities<br />
* follow your group’s regular decision-making processes but skip a few steps in order to come to quick consensus <br />
* use your wits and best judgement, being especially careful to clarify the extent to which you are speaking independently vs. for your group <br />
* determine independently whether or to what degree DLF staff involvement is needed.<br />
<br />
More info on all of these topics is available below. ''Remember: this wiki is editable! You are warmly invited to share your favorite resources and help refine the advice given here, based on your own experience with DLF groups.''<br />
<br />
== Speaking as individuals and groups == <br />
One of the greatest powers DLF groups have is in speaking from a well-informed, collective position, with a unified voice. DLF group conversations and creations may also inform your personal and professional views, serve as something to reference or point to, and generally become a terrific resource in your day-to-day work. <br />
<br />
Whenever you are called on to represent your group, formally or informally — as well as on occasions when you are speaking as an individual whose opinions have been informed by the work of the group — you should be '''as clear as possible about your own role and stance, and the degree to which what you say does or does not represent the (consensus or diverging) views of fellow group members'''. <br />
<br />
We also ask that you be careful in situations where an individual or group statement might be taken for an official position from the [https://diglib.org/ DLF] or its non-profit parent organization, [https://www.clir.org/ CLIR]. We are always happy to advise on the wording for public announcements, even on short notice!<br />
<br />
== Developing group consensus == <br />
So, how do you foster healthy group consensus and create environments in which all participants can be respected and heard? Here are a few helpful frameworks and resources: <br />
<br />
* background resources from [https://www.seedsforchange.org.uk/resources Seeds for Change] (open the section on consensus-based decision-making, which includes long and short guides and a set of helpful videos)<br />
* [https://extension.umn.edu/leadership-development/public-engagement-strategies Public Engagement Strategies] (UNM guide includes a section on consensus decision making in public engagement and the pros/cons of other types of decision making) <br />
* [https://www.seedsforchange.org.uk/handbookweb.pdf ''Co-operative Decision-making for Activists, Co-ops and Communities''] (a free, 228-page PDF)<br />
* [https://www.seedsforchange.org.uk/quickconsensus Quick Consensus Decision Making] from Seeds of Change (concrete strategies for coming to quick agreement in fast-moving situations)<br />
* [https://docs.lita.org/consensus-process-for-virtual-teams/ Consensus Process for Virtual teams] (a LITA guide with high-level tips on developing consensus in geographically distributed groups) <br />
* [https://www.trainingforchange.org/training_tools/diversity-consensus/ Diversity and Consensus] (“Are consensus and diversity at odds?”) <br />
* [http://nowviskie.org/2012/lazy-consensus/ "Lazy Consensus"] (a code4lib talk on strategies that can help shift an organization’s default “no” to a “yes”)<br />
* [http://communitymgt.wikia.com/wiki/Warnock%27s_Dilemma Warnock’s Dilemma] (on non-responsiveness, a stumbling block in lazy consensus)<br />
<br />
== Amplification and sign-off from DLF ==<br />
Formal DLF sign-off on group outputs and communications is not usually necessary, but sometimes a check-in is helpful. It’s generally a good idea to keep us informed of upcoming announcements because '''we can amplify your message''' through social media, newsletters, messages to member organizations, in-person events, and more. Keeping DLF staff in the loop also helps us connect your team with aligned work happening in other DLF groups, or with outside organizations and funding or partnership opportunities. <br />
<br />
'''How do you know when to check in?''' We’re happy to hear from you anytime! Call on Team DLF if you would like a boost from our social media accounts or other help getting the word out — and please do a gut check if you think we might need to know about something coming from a grassroots DLF group because it could impact our nonprofit status or our relationships with member institutions, peer organizations, or funders. <br />
<br />
'''What’s the best way to reach us?''' Messages sent to ''info@diglib.org'' will reach the entire DLF staff and get the speediest response. If you’ve already been working with [https://www.diglib.org/about/staff/ a particular DLF staff member] on an issue or feel most comfortable sharing something with just one of us, individual emails are fine! Direct messages sent through various social media platforms are less easily tracked and handed off, so we discourage them as a primary means of contact. <br />
<br />
{| class="wikitable" border="1"<br />
|''“DLF groups are loosely organized by design.”—Stacie Williams''<br />
|}<br />
<br />
Our goal is not to slow you down or place unnecessary controls over your group’s public statements. We pride ourselves on DLF’s light touch, and on our low-bureaucracy, community-based approach. Mostly, we want to boost your good work! We also ask your help in working with us on potentially sensitive issues that could impact our relationships with other organizations and/or our nonprofit status. We might have advice to give or small requests to make with regard to wording and representation. ''When in doubt, please reach out!''<br />
<br />
== Tips for effective communication outside the group == <br />
One of the biggest challenges the DLF team has seen with group communications is the tendency to go heads-down once work begins. We encourage you to create a welcoming environment by sharing periodic news and issuing invitations to others to join. <br />
<br />
* '''DO remember to communicate outside your group!''' <br />
Don’t fall into the trap of only sending messages to the insiders on your email list. Periodic open invitations to group meetings or updates about your work for the wider community are always welcome on ''[https://diglib.org/announce DLF-announce].'' <br />
* '''Always provide context.''' <br />
Don’t forget that this message might be the first time someone is hearing about your work. What is the name of this DLF group? What, in very brief terms, is its overarching purpose? If it’s a sub-group, how does it connect to something larger?<br />
* '''Make a clear request.''' <br />
What is the goal of the current project or activity being shared? What is being asked of the reader? What is the best way to offer feedback or ask a question? If the request is to participate in a survey or provide input, how long should that take? Is there a deadline?<br />
* '''Invite deeper connection.''' <br />
Where can readers find out more about the group? Are there related resources to explore? How can they join an upcoming meeting or otherwise get involved?<br />
* '''Clarify your own role.''' <br />
Most group projects will be shared as a collective effort, credited to the group itself, but if you or others had a specific role to play, please don’t be shy about giving/accepting praise. All group members’ labor and specific contributions are valuable and should be acknowledged! And in situations where you are speaking as a group representative but without having vetted the message ahead of time, or as a private individual whose opinions might be construed to reflect those of your fellow group members or DLF as an organization, you have special obligations. (See above, “Speaking as Individuals and Groups.”)<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Communications_and_Consensus&diff=14215Communications and Consensus2018-08-28T15:05:06Z<p>Nowviskie: /* Developing group consensus */</p>
<hr />
<div>[[File:Organizing-with-DLF.png|thumb]]<br />
== How can this Organizers' Toolkit section help? == <br />
Much of the work of organizing through DLF involves thoughtful internal and external communication, open and respectful collaboration along shared timelines, and careful consensus-building. We recommend a number of resources in this toolkit as a guide, especially in sections on "[[General Facilitation and Goal-Setting]]" and on "[[Facilitating for Diversity and Inclusion]]." Ideally, the schedules — and tone — you help set for your group’s projects will allow for all voices to be heard. And in a perfect world, you’ll have plenty of time to loop [https://www.diglib.org/about/staff/ Team DLF] in as appropriate, for collegial advice, help where needed, an occasional sign-off on something big, and/or assistance with a communications plan. <br />
<br />
However, as the organizer of a DLF group, you may sometimes need to respond independently to a situation arising outside of your regular meeting cycle. This could happen because:<br />
* another organization, group, or individual is seeking signatories to a statement or commitment to a collaboration, with a quick deadline<br />
* you enter a public conversation related to your DLF group work, on social media or in a face-to-face venue <br />
* you are approached by a member of the press for comment in an article appearing shortly<br />
* something else unexpected happens!<br />
<br />
Situations like these may prompt you to:<br />
* rely on pre-established group norms/authorizations for “emergencies” or short-notice opportunities<br />
* follow your group’s regular decision-making processes but skip a few steps in order to come to quick consensus <br />
* use your wits and best judgement, being especially clear to clarify the extent to which you are speaking independently vs. for your group <br />
* determine independently whether or to what degree DLF staff involvement is needed.<br />
<br />
More info on all of these topics is available below. ''Remember: this wiki is editable! You are warmly invited to share your favorite resources and help refine the advice given here, based on your own experience with DLF groups.''<br />
<br />
== Speaking as individuals and groups == <br />
One of the greatest powers DLF groups have is in speaking from a well-informed, collective position, with a unified voice. DLF group conversations and creations may also inform your personal and professional views, serve as something to reference or point to, and generally become a terrific resource in your day-to-day work. <br />
<br />
Whenever you are called on to represent your group, formally or informally — as well as on occasions when you are speaking as an individual whose opinions have been informed by the work of the group — you should be '''as clear as possible about your own role and stance, and the degree to which what you say does or does not represent the (consensus or diverging) views of fellow group members'''. <br />
<br />
We also ask that you be careful in situations where an individual or group statement might be taken for an official position from the [https://diglib.org/ DLF] or its non-profit parent organization, [https://www.clir.org/ CLIR]. We are always happy to advise on the wording for public announcements, even on short notice!<br />
<br />
== Developing group consensus == <br />
So, how do you foster healthy group consensus and create environments in which all participants can be respected and heard? Here are a few helpful frameworks and resources: <br />
<br />
* background resources from [https://www.seedsforchange.org.uk/resources Seeds for Change] (open the section on consensus-based decision-making, which includes long and short guides and a set of helpful videos)<br />
* [https://extension.umn.edu/leadership-development/public-engagement-strategies Public Engagement Strategies] (UNM guide includes a section on consensus decision making in public engagement and the pros/cons of other types of decision making) <br />
* [https://www.seedsforchange.org.uk/handbookweb.pdf ''Co-operative Decision-making for Activists, Co-ops and Communities''] (a free, 228-page PDF)<br />
* [https://www.seedsforchange.org.uk/quickconsensus Quick Consensus Decision Making] from Seeds of Change (concrete strategies for coming to quick agreement in fast-moving situations)<br />
* [https://docs.lita.org/consensus-process-for-virtual-teams/ Consensus Process for Virtual teams] (a LITA guide with high-level tips on developing consensus in geographically distributed groups) <br />
* [https://www.trainingforchange.org/training_tools/diversity-consensus/ Diversity and Consensus] (“Are consensus and diversity at odds?”) <br />
* [http://nowviskie.org/2012/lazy-consensus/ "Lazy Consensus"] (a code4lib talk on strategies that can help shift an organization’s default “no” to a “yes”)<br />
* [http://communitymgt.wikia.com/wiki/Warnock%27s_Dilemma Warnock’s Dilemma] (on non-responsiveness, a stumbling block in lazy consensus)<br />
<br />
== Amplification and sign-off from DLF ==<br />
Formal DLF sign-off on group outputs and communications is not usually necessary, but sometimes a check-in is helpful. It’s generally a good idea to keep us informed of upcoming announcements because '''we can amplify your message''' through social media, newsletters, messages to member organizations, in-person events, and more. Keeping DLF staff in the loop also helps us connect your team with aligned work happening in other DLF groups, or with outside organizations and funding or partnership opportunities. <br />
<br />
'''How do you know when to check in?''' We’re happy to hear from you anytime! Call on Team DLF if you would like a boost from our social media accounts or other help getting the word out — and please do a gut check if you think we might need to know about something coming from a grassroots DLF group because it could impact our nonprofit status or our relationships with member institutions, peer organizations, or funders. <br />
<br />
'''What’s the best way to reach us?''' Messages sent to ''info@diglib.org'' will reach the entire DLF staff and get the speediest response. If you’ve already been working with [https://www.diglib.org/about/staff/ a particular DLF staff member] on an issue or feel most comfortable sharing something with just one of us, individual emails are fine! Direct messages sent through various social media platforms are less easily tracked and handed off, so we discourage them as a primary means of contact. <br />
<br />
{| class="wikitable" border="1"<br />
|''“DLF groups are loosely organized by design.”—Stacie Williams''<br />
|}<br />
<br />
Our goal is not to slow you down or place unnecessary controls over your group’s public statements. We pride ourselves on DLF’s light touch, and on our low-bureaucracy, community-based approach. Mostly, we want to boost your good work! We also ask your help in working with us on potentially sensitive issues that could impact our relationships with other organizations and/or our nonprofit status. We might have advice to give or small requests to make with regard to wording and representation. ''When in doubt, please reach out!''<br />
<br />
== Tips for effective communication outside the group == <br />
One of the biggest challenges the DLF team has seen with group communications is the tendency to go heads-down once work begins. We encourage you to create a welcoming environment by sharing periodic news and issuing invitations to others to join. <br />
<br />
* '''DO remember to communicate outside your group!''' <br />
Don’t fall into the trap of only sending messages to the insiders on your email list. Periodic open invitations to group meetings or updates about your work for the wider community are always welcome on ''[https://diglib.org/announce DLF-announce].'' <br />
* '''Always provide context.''' <br />
Don’t forget that this message might be the first time someone is hearing about your work. What is the name of this DLF group? What, in very brief terms, is its overarching purpose? If it’s a sub-group, how does it connect to something larger?<br />
* '''Make a clear request.''' <br />
What is the goal of the current project or activity being shared? What is being asked of the reader? What is the best way to offer feedback or ask a question? If the request is to participate in a survey or provide input, how long should that take? Is there a deadline?<br />
* '''Invite deeper connection.''' <br />
Where can readers find out more about the group? Are there related resources to explore? How can they join an upcoming meeting or otherwise get involved?<br />
* '''Clarify your own role.''' <br />
Most group projects will be shared as a collective effort, credited to the group itself, but if you or others had a specific role to play, please don’t be shy about giving/accepting praise. All group members’ labor and specific contributions are valuable and should be acknowledged! And in situations where you are speaking as a group representative but without having vetted the message ahead of time, or as a private individual whose opinions might be construed to reflect those of your fellow group members or DLF as an organization, you have special obligations. (See above, “Speaking as Individuals and Groups.”)<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Main_Page&diff=14214Main Page2018-08-28T14:57:43Z<p>Nowviskie: </p>
<hr />
<div>'''Welcome!''' DLF's wiki was created in 2014 for our various [https://www.diglib.org/groups/ interest groups] and affiliated organizations to share information, best practices, and community notes. (See the main [https://diglib.org/ Digital Library Federation website] for info on DLF programs, fellowships, publications, and events.) <br />
<br />
'''This wiki is also the home of our DLF Organizers' Toolkit!''' <br />
<br />
== DLF Organizers' Toolkit == <br />
[[File:Organizing-with-DLF.png|thumb]]<br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]<br />
<br />
== Hosted/Sponsored Groups and Projects == <br />
<br />
*[[NDSA:Main Page|National Digital Stewardship Alliance]] ([http://ndsa.org NDSA])<br />
*DLF [[eResearch Network]] <br />
* [[Home|OpenLab]] Workshop 2015 <br />
*annual [[AMIA-DLF Hack Days]] (2013-present)<br />
*annual [[Endangered Data Week]]<br />
<br />
== DLF Working Groups == <br />
Not all DLF groups maintain wiki pages. Find more activity [https://www.diglib.org/groups/ here]. [[File:DLFgroupsposter.jpg|thumb]]<br />
*DLF Working Group on [[Labor | Labor in Digital Libraries]]<br />
*DLF [[Transparency-Accountability | Government Records Transparency & Accountability]] Interest Group<br />
*DLF [[Assessment | Assessment Interest Group]] (AIG) <br />
# [[Assessment:Costs | AIG Cost Assessment Group]] (home of the [http://dashboard.diglib.org DLF Digitization Cost Calculator])<br />
# [[Assessment:Cultural Assessment | AIG Cultural Assessment Group]]<br />
# [[Assessment:Metadata | AIG Metadata Assessment Group]]<br />
# [[Assessment:User Studies | AIG User Studies Group]]<br />
## [[Assessment:User/UX | AIG User/UX Group]]<br />
## [[Assessment:User/Reuse | AIG Content Reuse Group]]<br />
*DLF [[Pedagogy | Digital Library Pedagogy Group]] (aka #DLFteach)<br />
# [[Pedagogy:Outreach | #DLFteach Outreach Group]]<br />
# [[Pedagogy:Professional Development | #DLFteach Professional Development Group]]<br />
# [[Pedagogy:DOCC | #DLFteach DOCC Group]]<br />
*DLF [[DLF Project Managers Group | Project Managers Group]] (PMG)<br />
*DLF [[Metadata Support Group]] (MSG)<br />
*DLF Working Group on [[Technologies of Surveillance]]<br />
*DLF [[Digital Scholarship Working Group]]<br />
<br />
== Digitization and CLIR Hidden Collections Resources == <br />
These resources will be of particular interest to grant applicants for CLIR's [https://www.clir.org/fellowships/hiddencollections Hidden Collections] and [https://www.clir.org/recordings-at-risk Recordings at Risk] programs and to anyone planning a digitization project.<br />
*[http://dashboard.diglib.org DLF Digitization Cost Calculator]<br />
*[[Digitizing Special Formats]] (resource library)<br />
*[[Strategies for Advancing Hidden Collections]] free webinars and helpful guides <br />
*[https://www.clir.org/hiddencollections/applicant-resources/#toolkit Hidden Collections Applicant Toolkit videos] created by DLF<br />
# [https://www.youtube.com/watch?v=Epk3OwOQqvI Common Challenges]<br />
# [https://www.youtube.com/watch?v=s18DaM6TXHE Rights, Ethics, and Re-Use]<br />
# [https://www.youtube.com/watch?v=XNPvuWnTJhg Sustainability]<br />
# [https://www.youtube.com/watch?v=qd4tWzlelWs Institutional Capacity + Community]<br />
<br />
== Need help? ==<br />
Contact [https://www.diglib.org/about/staff/ Team DLF] or email info(at)diglib.org to have editing privileges enabled or to ask for help at any time! <br />
* Editing syntax, etc: [//meta.wikimedia.org/wiki/Help:Contents MediaWiki User's Guide] <br />
* [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=In_a_Nutshell&diff=14213In a Nutshell2018-08-28T14:55:36Z<p>Nowviskie: </p>
<hr />
<div><br />
What's missing from this Organizers' Toolkit? [https://www.diglib.org/about/staff/ Tell us!] Or better yet, [[Special:CreateAccount|create an account]], dive in, and help to build it out.<br />
<br />
== And for the short version... ==<br />
[[File:Organizing-with-DLF.png|options|caption]]<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=In_a_Nutshell&diff=14212In a Nutshell2018-08-28T14:55:22Z<p>Nowviskie: </p>
<hr />
<div>== The End == <br />
What's missing from this Organizers' Toolkit? [https://www.diglib.org/about/staff/ Tell us!] Or better yet, [[Special:CreateAccount|create an account]], dive in, and help to build it out.<br />
<br />
== And for the short version... ==<br />
[[File:Organizing-with-DLF.png|options|caption]]<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=In_a_Nutshell&diff=14211In a Nutshell2018-08-28T14:55:08Z<p>Nowviskie: </p>
<hr />
<div>== The End == <br />
What's missing from this Organizers' Toolkit? [https://www.diglib.org/about/staff/ Tell us!] Or better yet, [[Special:CreateAccount|create an account]], dive in, and help to build it out.<br />
<br />
And for the short version...<br />
[[File:Organizing-with-DLF.png|options|caption]]<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Organizing_and_Sharing_Your_Work&diff=14210Organizing and Sharing Your Work2018-08-28T14:54:38Z<p>Nowviskie: </p>
<hr />
<div>[[File:Organizing-with-DLF.png|thumb]]<br />
One of the best ways to broaden your group's reach is by keeping Team DLF updated on your current activities, projects, and plans. If there is something you want us to promote through DLF’s communication channels, please tag us in social media, [https://www.diglib.org/archives/11350/ add it] to the [http://digital-conferences-calendar.info/ DLF Community Calendar], or [Mailto:info@diglib.org let us know] directly—'''we love to help DLF groups share their work!''' <br />
<br />
In terms of organization, many DLF working groups and committees organize drafts and in-progress materials independently using [https://github.com/ GitHub] and [https://www.google.com/drive/ Google Drive]. DLF’s Open Science Framework (OSF) [https://osf.io/qa8kc/ repositories] are good for finished white papers or other grey literature—especially documents for which you would like a DOI. Drop us a line if you'd like access. <br />
<br />
== General Resources ==<br />
{| class="wikitable" border="1"<br />
|''“Knowing that things would always be in the Google Drive folder has been a lifesaver -- no digging through email looking for the right attachment, being able to be part of the conference call even when mobile, and super-easy linking in our One Doc to Rule Them All.” —Franny Gaede''<br />
|}<br />
* “[https://cloudfindhq.com/blog/enterprise-content-management/google-drive/how-to-organize-google-drive-a-best-practice-guide-for-teams/ How to Organize Google Drive] - A Best Practice Guide for Teams”<br />
* Ready to turn your collaboratively-edited Google doc into a nicely-formatted website with a table of contents? [http://www.storybench.org/convert-google-doc-rmarkdown-publish-github-pages/ This tutorial] has you covered. <br />
* [http://help.osf.io/ OSF Guides], for help using the Open Science Framework<br />
* Maybe you need a [https://guide.dhcuration.org/contents/ crash course in humanities data curation?]<br />
<br />
== DLF-Specific Communications Venues == <br />
We are happy to use any and all of these platforms to publish and share DLF community work. <br />
{| class="wikitable" border="1"<br />
|''“[DLF’s Community Calendar is] a great one stop shop for conferences and events in digital + cultural around the world. If you know of an event that should be there, it has a crowd sourced component, so go forth!”—Alex Gil''<br />
|}<br />
<br />
* [http://digital-conferences-calendar.info DLF Community Calendar]<br />
* [https://diglib.org/announce DLF-Announce], our primary listserv. '''Please, please please''' sign up for this low-traffic list and post about your group’s activities and upcoming meetings there! <br />
* [https://www.diglib.org/contribute/ DLF Contribute]: get the word out by volunteering for our regular, short-format blog series! We also welcome longer-format guest posts and blog announcements about DLF group activities. Here’s [https://www.diglib.org/archives/12594/ an example].<br />
* [https://osf.io/qa8kc/ DLF on OSF] (including ''OSF for Meetings'', our [https://osf.io/view/dlf2016/ repository] for recent DLF Forum presentations)<br />
* [https://www.facebook.com/CLIRDLF/ DLF on Facebook] (We know you like us, but have you “liked” us?)<br />
* Twitter. Get our attention for a retweet or signal boost by tagging [https://twitter.com/CLIRDLF [@CLIRDLF] and/or using hashtags such as #DLFforum, #DLFteach, #ourDLF, and #DLFvillage.<br />
* [https://storify.com/CLIRDLF Storify] (and some DLF groups create and manage their own versions for Twitter chats, like #DLFteach)<br />
* [https://jobs.diglib.org/ DLF Jobs Board] (Don't forget that job postings are free for DLF member institutions!)<br />
* LinkedIn (the DLF [https://www.linkedin.com/groups/3387265 group] and [https://www.linkedin.com/company/digital-library-federation page])<br />
* [https://www.flickr.com/photos/117379017@N06/ Flickr] / [https://www.instagram.com/clirdlf/ Instagram] <br />
* [https://www.youtube.com/user/DLFCLIR YouTube] / [https://vimeo.com/clir Vimeo]<br />
* [https://github.com/clirdlf GitHub]<br />
* DLF Wiki (You are '''[[Main_Page|here]]'''!)<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Talking_and_Writing&diff=14209Talking and Writing2018-08-28T14:54:24Z<p>Nowviskie: </p>
<hr />
<div>{| class="wikitable" border="1"<br />
|''“It helps [motivation] to keep people focused on generating outcomes that will help them in their careers and get them visibility.” —Jody DeRidder<br />
''<br />
|}<br />
[[File:Organizing-with-DLF.png|thumb]]<br />
== Discussion Lists == <br />
For very large group discussions, DLF supports listservs. Just ask us about setting one up. Many of our teams, however, prefer to create and manage their own Google Groups. (A tip from organizers: Google Group subscriptions default to no mail. Be sure your new subscribers adjust their settings to receive communications—or that you adjust them for them!) Finally, some DLF groups are setting up Slack spaces or channels within existing Slacks. If you do, let us know, so that we can join and help promote.<br />
<br />
* [https://lists.clir.org/ CLIR/DLF listservs]<br />
* [https://groups.google.com/forum/#!overview Google Groups]<br />
* [https://slack.com/ Slack]<br />
<br />
We’re also open to assisting with and promoting the use of other systems. Have an idea for a better way to communicate? [https://www.diglib.org/about/staff/ Contact us!] <br />
<br />
== Collaborative Editing == <br />
Whether it’s a meeting agenda or set of minutes, a white paper, a blog post, or a CFP, you have many tools at your disposal for writing and editing as a group. These include: this very DLF wiki (you can freely create new accounts and set up pages), Google Drive (for self-managed documents and spreadsheets), and Github (either managed independently or—for sustainability—in collaboration with CLIR/DLF).<br />
<br />
* [https://www.google.com/drive/ Google Drive]<br />
* [https://github.com/clirdlf/ CLIR/DLF GitHub]<br />
* [http://writingcenter.unc.edu/handouts/group-writing/ Group Writing] - The Writing Center at UNC Chapel Hill<br />
* [http://readwrite.com/2013/11/08/seven-ways-to-use-github-that-arent-coding Seven Ways to Use Github That Aren’t Coding] - readwrite<br />
* [https://www.hastac.org/blogs/harrisonm/2013/10/12/github-academia-and-collaborative-writing GitHub, Academia, and Collaborative Writing]<br />
* [https://www.mediawiki.org/wiki/Help:Contents Help:Contents] - MediaWiki (your entry point for using the DLF wiki)<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Planning_Virtual_Meetings_and_Webinars&diff=14208Planning Virtual Meetings and Webinars2018-08-28T14:54:04Z<p>Nowviskie: </p>
<hr />
<div>[[File:Organizing-with-DLF.png|thumb]]<br />
This section of the [[About DLF and the Organizers' Toolkit|DLF Organizers' Toolkit]] provides general guidelines for presenting and/or hosting an online meeting or educational experience. It was originally created in 2017 by '''Library & Archives Consultant [http://www.joymbanksconsulting.com Joy M. Banks, MSLS],''' as part of the [https://www.clir.org/hiddencollections/sahc CLIR Strategies for Advancing Hidden Collections project (SAHC)]. More resources related to that project, which was funded by The Andrew W. Mellon Foundation, can be found in the [https://wiki.diglib.org/Strategies_for_Advancing_Hidden_Collections SAHC Resource Library].<br />
<br />
<br />
== Formats ==<br />
In today’s online environment, the possibilities for virtual learning are nearly limitless. From Facebook Live to Adobe Connect, choosing the right platform may be challenging. Careful consideration of content and goals will help guide you to the right platform.<br />
<br />
=== Casual v. Formal ===<br />
There is a significant difference between the platform needs for a gathering of colleagues casually chatting about something and a professional presentation of ideas to a large group. The former requires minimal technology, and the latter likely requires a much more robust system.<br />
<br />
For the '''causal''' experience, consider basic VOIP conference lines, Skype group, Google Hangouts, and the like.<br />
<br />
* Do you actually need to see a screen or is voice access enough?<br />
* Will everyone be able to participate via audio connections or will some need a chat feature?<br />
* Will everyone be able to use their computer for audio or will a phone line be necessary?<br />
* Consider the time of day for the meetup. If during work hours, some may not have access to platforms that require any sort of download. If after work hours, some may not have access to robust internet connections.<br />
* Talk to your group, and find out what works best for you.<br />
<br />
For the '''formal''' experience, consider more robust platforms that allow for greater flexibility such as UberConference (DLF maintains a [[Setting Up Year-Round Meetings#DLF Web.2FPhone Conferencing Support|Pro account]]), Adobe Connect, GoToMeeting, and the like.<br />
* Will you need the ability to screen share, chat, and file share?<br />
* Will your participants need to access audio via VOIP, computer, and/or phone audio connections?<br />
* Will your presenters need training on the platform in advance?<br />
* Even in the most robust systems, there is value in keeping things simple so that participants can focus on the content rather than the platform.<br />
<br />
=== Collaborative v. Lecture ===<br />
While most educators agree that engaged learning is the best educational model, there is still value in lecture for presenting certain types of information. Recreating lecture in a virtual environment is relatively easy. Virtual collaboration can be a bit more challenging.<br />
<br />
If you need a '''collaborative''' online environment:<br />
* Limit the size of your group. The larger the group, the more difficult collaboration can be. Some web conferencing platforms allow breaking into groups, but be sure to test the feature before the meeting so you understand how it works for everyone.<br />
* Consider creating large chat spaces to allow contribution even if someone is unable to participate via audio connection.<br />
* Combine technologies. Using a conference line and a collaborative work space such as GoogleDocs can allow live feedback and tracking when working together on a project.<br />
<br />
When presenting information in a '''lecture''' environment:<br />
* It’s still important to create an interactive environment. Allow a way for participants to ask questions and engage with the presenter and other attendees.<br />
* Intersperse lecture with engagement. Create chat opportunities that allow an exchange of ideas. Give participants a way to stretch their brain with simple activities like polls or sharing reactions.<br />
<br />
=== Meeting v. Learning ===<br />
You may think that planning an online meeting is as simple as sending out a link for people to join, but the best online meeting planners follow many of the same best practices as virtual learning.<br />
<br />
If you are planning a '''meeting''', consider the following:<br />
* Have a detailed agenda including time estimates for each part of the discussion. This will not only keep everyone on track during the meeting but also allow participants to plan ahead to enter and leave the meeting if needed.<br />
* Keep in mind if everyone in the meeting will have access to an audio line and/or any thing you put on the screen. Those who may only be able to hear the meeting will need to have verbal descriptions of anything on the screen and have any chat discussions summarized for them. Those who will be unable to participate with a microphone will need to have access to chat.<br />
* Since time is crucial when meeting online, distribute any documents to be discussed in advance so participants can review them. This will allow more meaningful discussions when everyone is together.<br />
<br />
If you are interested in creating a '''learning''' environment:<br />
* Planning should begin far in advance of the date of presentation.<br />
* A more robust virtual platform is often necessary to create an engaging learning experience for everyone.<br />
* For more details on planning a virtual learning experience, see the [[Planning Virtual Meetings and Webinars#Hosts|Hosts]] section of this handbook and check out the [[Planning Virtual Meetings and Webinars#Resources|Resources]] listed below.<br />
<br />
=== Recorded v. Live ===<br />
The experience of a live virtual event will be much different than a recorded one. Perhaps you decide to focus on one or the other or create a learning experience that uses both.<br />
<br />
If you are recording a '''live''' presentation for use later:<br />
* Be sure that you designate someone to start and end the recording.<br />
* Have a plan for storage of the recording. Where will it live? Who will have access? Will editing be necessary? How long will you provide access?<br />
* If possible, mark on the live script sections that will be cut from the recording to make editing easier.<br />
* Recognize that not all activities of a live event can be recreated for someone listening to a recording.<br />
<br />
It’s OK if you only offer something live. Everyone may not be able to attend, but that is the nature of life. Provide ample notice of the event (or purposely plan a pop-up event), and those who are more interested will attend.<br />
<br />
If you plan to only provide a '''recorded''' presentation:<br />
* Follow best practices for presentation and consider how you will engage your audience if the content is educational.<br />
* Plan for a way that viewers can ask questions or provide feedback whether through your email, a specific Twitter hashtag you can track, a GoogleForm, or some other means.<br />
* Be sure you have all of the necessary software and hardware to make a quality recording and determine in advance where the recording will live.<br />
* Consider including your script as captions in the recording to offer an additional way users can access the materials.<br />
<br />
=== Audio v. Video ===<br />
For some virtual experiences, audio may be sufficient but sometimes, in order to build trust or a team spirit, video can help.<br />
<br />
When thinking about '''audio''' only:<br />
* Audio only options often require less robust systems and can often be accessed through a phone line without the need for a computer.<br />
* This can be great for a simple conference call with a small group of individuals already familiar with each other.<br />
* For those who are visual learners, be sure to supply any documents to be discussed in advance so everyone can follow the conversation.<br />
<br />
When thinking about '''video''' options:<br />
* Remember everyone may not have access to a webcam. Will participants still be able to participate another way?<br />
* Video includes screen sharing, not just webcam sharing. Sometimes it is valuable to be able to visually share documents or other information.<br />
* If you expect everyone to participate through video, give advance notice so no one is surprised.<br />
<br />
<br />
== Speakers ==<br />
=== Virtual v. Face to Face ===<br />
While webinars have many similarities with standard F2F presentations, those presenting webinars must be aware of several distinct differences:<br />
<br />
'''Your audience is not in the same room''' - Unless you are participating in an online video chat that includes participant video, you will not be able to gauge your audience’s non-verbal response to your presentation. For anyone who has relied on eye contact, body language, and other visual signs to make adjustments to a presentation, the format of a webinar can be a bit uncomfortable.<br />
<br />
'''Solution''': <br />
* ''Create engaging chats'' - Think of these as opportunities for participants to stretch their brain. Encourage participants to get to know each other before the session starts. Set aside a 60 second chat blitz as a way to quickly participate in the webinar. Ask participants for suggestions and ideas that have worked in real life.<br />
* ''Ask questions to boost active participation'' - When using a question to start a chat, be sure it is open enough to engage participants. Questions with one word answers are best left to polls and blitz activities. It’s ok to consider phrasing that will lead participants where you want them to go in their thinking. In a webinar geared towards higher level engagement, allow participants to share their experiences, good or bad, as a way to enrich the content of your presentation. Setting time limits will encourage people to contribute without waiting and also allow a distinct end point to move the webinar forward if needed.<br />
* ''Embed polls and other simple activities'' - Polls are a quick and easy way to gauge your audience before and during a webinar. Questions can be about the participants or the content of the webinar. Choose simple questions with distinct responses. Depending on the webinar platform, you may also have the ability to allow participants to draw on the screen, add quick responses to a chat box, raise their hand virtually, share reaction emojis, etc. All of these activities break up the content of your talk and refocus the group.<br />
<br />
'''Timing is essential''' - Webinars will have set start and end times that often cannot be adjusted. You may be asked to login to the webinar system early and perhaps end early (i.e., before you’re ready to stop talking) if the end time approaches. Because of this, reading from a script is often recommended to avoid unexpected timing issues.<br />
<br />
'''Solution''': <br />
* ''Practice, practice, practice'' - Read your script and make sure the text flows as well verbally as it does in writing. Plan your timing with a slower voice and enunciated speech. During the live event, you will likely speak faster than when you practiced.<br />
* ''Add buffers to account for discussions that may run long'' - While you will be asked to plan how long discussions will last, you may find participants are highly engaged during a certain time. Plan ahead to allow buffers in your presentation content to allow for engaged participation (keeping in mind, though, that all good things must eventually come to an end). Mark sections of your script that can be easily cut if needed. <br />
<br />
'''Interaction must be carefully crafted''' - Most webinar platforms allow for some interaction between the speaker and audience as well as between attendees. The most successful virtual engagement activities are not something you can do effectively on the fly. Careful planning (and testing) of interactive activities will help create a dynamic learning environment that will help all participants engage with the educational content.<br />
<br />
'''Solution''':<br />
* ''Plan ahead and test everything'' - Work closely with your webinar host to assure that everything is in place and functional prior to the live date. Set up any polls. Practice chat sessions. Test your ideas with several people on various devices. Leave nothing to chance but always remain flexible.<br />
<br />
'''Not everyone will be participating in the same way''' - Even in the smallest virtual settings, not everyone will have access to the full webinar experience. Some may only be able to participate through the audio. Others may not have access to a microphone. Be considerate of any accessibility limitations.<br />
<br />
'''Solution''':<br />
* Repeat any questions or thoughtful comments that are typed in the chat box so everyone has access to the content.<br />
* Describe verbally any important visual aids.<br />
* Enunciation not only helps participants hear you better, but it also helps any transcription of your speech for captioning. Speaking too fast will jumble your words both through audio and captioning technology.<br />
* Try to avoid experiences which will require a very high internet speed connection.<br />
* Will the session be recorded? Consider how what you do live will translate to a recorded viewing experience.<br />
<br />
=== Delivering an Engaging Virtual Presentation ===<br />
* Start with a brief bio, usually presented by the host/moderator. Include details other than the mundane that will engage your audience and connect them more personally to you. Your bio will also serve to show why you are qualified to present the content of the webinar and establish you as an expert. <br />
* Include an image of yourself. This can be on your slide template or, if possible, as a video feed (even if only briefly).<br />
* Depending on the form of your webinar, plan to have an activity every 15-20 minutes or so to re-engage your audience and avoid long periods of lecture. These can be directed chats, polls, blitz chats, or Q&A sessions. Some webinars may require a large amount of lecture due to the depth of the topic. In those cases, consider breaking up sessions into a series to allow greater interaction.<br />
* Remember to smile when you speak (which feels strange if you are alone in a room somewhere). When you are smiling, your words tend to be clearer and your tone is more welcoming. This will also help you avoid extreme changes in your volume (e.g., starting a sentence with power and fading off as your sentence ends).<br />
* Before your webinar, practice your script and record it. Listen to your recording and try to adjust any bad habits. Try to avoid “um”, “so”, and other speech fillers. Listen for habits like starting loud and fading off at the end of a sentence. Practice your breathing so it sounds natural. Presenting is different than natural speech, so the extra practice and self-evaluation will help you deliver a clear presentation to your audience.<br />
* Consider framing your presentation using the rule of three. Begin by telling your audience what they will hear (perhaps having three points or sections), tell them those points, and end by summarizing what they heard. The number of main ideas you will effectively be able to share depends on the length of time you have. Avoid trying to cram too much into too short a time slot. Better to share less content of a higher quality. While many sources suggest listeners have a 5-10 minute attention span, framing your content to the highest denominator of [https://medium.com/the-art-of-keynoting/the-20-minute-rule-for-great-public-speaking-on-attention-spans-and-keeping-focus-7370cf06b636 18-20 minutes] will likely produce higher quality content.<br />
* Even in an online environment, you might encourage your audience to set aside distractions during the session: turn off cell phones, don’t check email, hang a sign on your door, and truly focus on the content. These simple steps will help everyone have a better webinar experience.<br />
* Insert humor throughout your presentation. Tell an appropriate, personal funny story, but keep it succinct and relevant. If you are speaking on a particular topic but you lack a personally relevant experience, consider gathering stories before the event, either from registered participants or colleagues (and always seek permission to share!).<br />
* Relax, be sure to have a cup of water, and enjoy the experience.<br />
<br />
== Hosts ==<br />
=== General Tips ===<br />
For Virtual '''Business Meetings''':<br />
* Try to limit the meeting to one hour.<br />
* If a recurring meeting, set the time and day well in advance so everyone can mark their calendars and set aside time for the meeting. Everyone will appreciate not having to do a poll every month to schedule a meeting time.<br />
* Allow a few minutes at the beginning and/or end for watercooler talk. Encourage those who want to catch up to arrive early or plan to stay a few minutes later (depending on whether or not you can stay in the virtual space).<br />
* Don’t assume that everyone knows each other. Do introductions if necessary, and, if taking minutes, be sure the secretary feels comfortable enough to speak up if it’s unclear who is speaking. While some platforms identify the speaker, that often relies on the participant to enter their name and/or an individual passcode.<br />
* Check in each meeting to see how everyone is participating. Some may only have chat (if available), some may only have audio (if you’ve also set up screen sharing). Repeat questions and describe what’s going on so everyone stays engaged.<br />
* Will the meeting need to be recorded? If so,<br />
** Where will the recording live and how will members access it?<br />
** Will there be usage restrictions based on the content of the meeting?<br />
<br />
<br />
For Virtual '''Educational Webinars''':<br />
* Most online learning experiences should last no more than ninety minutes.<br />
* Plan ahead if you would like to charge attendees. You’ll need a way to accept payment in addition to tracking registration.<br />
* Most webinar platforms will require some level of training so that presenters and hosts are familiar with the features.<br />
* Wired internet is always preferred for speakers and hosts to avoid delivery glitches. Make this clear from the beginning of planning.<br />
* Will the webinar be recorded? If the answer is yes, consider:<br />
** Where will the recordings live and how long they will need to last?<br />
** Will you need to edit the recordings or be able to post as is?<br />
** Will the recording need to capture the entire webinar environment or just the presentation slides?<br />
** How will the experience differ for those who view the recording?<br />
** Will captioning need to be added to the recording?<br />
<br />
=== Planning ===<br />
Planning a virtual webinar or meeting begins in much the same way as a face to face event: Choose a topic, find a speaker, and set a date (not necessarily always in that order). Additionally, hosts also need to consider how communication will occur, especially since everyone is likely dispersed, and how registration will be handled.<br />
<br />
Jump to: [[Planning Virtual Meetings and Webinars#Choosing a Topic|Choosing a Topic]] | [[Planning Virtual Meetings and Webinars#Finding a Speaker|Finding a Speaker]] | [[Planning Virtual Meetings and Webinars#Setting a Date|Setting a Date]] | [[Planning Virtual Meetings and Webinars#Communication|Communication]] | [[Planning Virtual Meetings and Webinars#Registration|Registration]]<br />
<br />
==== Choosing a Topic ====<br />
If you are hosting a '''business meeting''', your topic will be the items on your agenda. Be sure to supply the agenda and any documents for review at least one week prior to the meeting.<br />
<br />
<br />
Selecting a topic for a '''webinar''' can be a bit more involved. Perhaps your team has recently completed a project, and you would like to share the results with a larger audience. Or you recently attended an in-person meeting, heard a great speaker, and think the session should be captured for further distribution. Regardless of the idea, here are some tips:<br />
* Make sure the topic hasn’t been covered sufficiently elsewhere.<br />
* Some topics may be stand alone (a conference summary, an introductory session, etc.) while other ideas may lend themselves to serial delivery. Series may occur weekly, monthly, or at some other set interval. A few more thoughts on series:<br />
** Webinars in a series should have a common theme, but don’t necessarily need to build directly from each other. For example, you could plan a series focusing on how individual institutions are tackling a particular problem, highlighting a new institution each month. This can be marketed as a series, but doesn’t require participants to attend all sessions. Alternatively, a series may also be developed to tackle a complex topic with sessions building on each other. Attendees would be expected to attend all sessions (to the best of their ability).<br />
** There is no set amount of sessions a series must contain: some may be as little as two and some may last for years (though, [[Planning Virtual Meetings and Webinars#Assessing|assessment]] of long-term series is important to determine continued viability and relevance).<br />
** A highly effective way to create a cohesive feel between the sessions is to create a uniform presentation template and/or classroom setup.<br />
** When multiple speakers are involved in a series, be sure to facilitate engagement and conversation to encourage unity in the topics and refer to the other parts in the series. Slack and other collaborative software can be useful tools in this process.<br />
* All webinars should have a clear scope, including objectives and outcomes, so that those interested will know what to expect during the event. Developing these will also help hosts determine if the topic is too broad for an individual session so that the scope can either be condensed to fit the time or expanded into a series.<br />
<br />
==== Finding a Speaker ====<br />
As host for a '''business meeting''', you will likely do most of the speaking. If others will need to speak or give reports, provide them with advance notice of that expectation so they are prepared. You may need to manage the audio using the mute feature for those in the virtual meeting space to avoid background noise and other distractions.<br />
<br />
When considering a speaker for a '''webinar''', first explore your own professional network and associations. You may have someone in your own network who is a perfect candidate to cover the topic. If not, gradually expand your search and reach out to others for recommendations.<br />
Be sure you have answers to the following:<br />
* Will the speaker be reimbursed?<br />
* How much time do you anticipate the speaker will invest in the planning, practicing, and presenting of the webinar?<br />
* Has the potential speaker delivered a webinar before? If not, how much additional time are you willing to invest to coach the speaker though the process?<br />
* Speakers will likely expect at least a general idea of the date and time for the webinar as well as the webinar length broken down so they are clear on how long they will be expected to speak.<br />
* When communicating with your speaker, be sure to explain your expectations for accessibility (e.g., adding [https://support.office.com/en-us/article/Add-alternative-text-to-a-shape-picture-chart-table-SmartArt-graphic-or-other-object-44989b2a-903c-4d9a-b742-6a75b451c669 Alt Text for images] in a PowerPoint) at the beginning of the planning process to allow ample time for testing, if needed.<br />
<br />
==== Setting a Date ====<br />
The DLF Wiki has some excellent suggestions on setting a date and time in the [[Setting Up Year-Round Meetings]] section of their Organizers’ Toolkit. As mentioned above, recurring meetings or webinars are best planned in advance (e.g., the second Tuesday of every month at 2pm ET). A simple poll can make this process straightforward. Remember time zone differences, especially for meetings, and communicate any changes or cancellations well in advance.<br />
<br />
If you are using a shared conferencing or online learning platform, be sure to document and mark your scheduled events in the appropriate way so that others do not plan an event at the same time. There’s nothing quite as awkward as walking in on another meeting when you expected the line to yourself.<br />
<br />
==== Communication ====<br />
With so many ways to communicate, this may be the most overwhelming element of the planning process. It is critical to have accurate contact information for all involved, whether for a business meeting or webinar.<br />
* Using a platform like Slack can allow collaboration in planning, though be sure that everyone is familiar with the features.<br />
* Email works well for critical information, but only if everyone checks the email address provided. <br />
* When all else fails, phone calls may be in order to be sure that those parties involved are understanding your expectations and their responsibilities. <br />
Be willing to communicate a number of different ways to encourage the highest level of participation. Also, be sure that those with whom you are working can communicate their own issues with you so that you can solve problems before they become significant issues.<br />
<br />
Another aspect of communication for the host or planner involves continued conversation between meetings, series offerings, or after a webinar ends.<br />
* '''Between Meetings''' - If the group attending the meeting stays mostly the same, consider establishing a Slack Channel or other collaborative platform on which participants can contribute information relevant to the group between official meetings. This is also a great way to set up a watercooler space to share personal updates.<br />
* '''Between Series''' - Consider encouraging assigned reading selections or video viewings with a designated check in time and place where participants can provide feedback and additional thoughts on an issue. Participation in the continued conversation can be part of a certification process that participants receive after completion of the program.<br />
* '''After the Webinar''' - When presenting a webinar, collecting registrant information is important to engage new audience members with your group. Consider sending a tailored welcome message to anyone not already subscribed to your services. Sign them up for your newsletter. Invite them to your group chat page. Send a quick follow-up survey several months later to see how they are applying what they learn. Remember, though, to always allow them to opt out of future communications.<br />
<br />
==== Registration ====<br />
When planning a '''business meeting''', registration is probably unnecessary. You will, however, need to supply the login information to those who need to attend the meeting. This could be a URL or a phone number and may include a passcode for your specific meeting. Encourage anyone unable to attend to communicate that information in a timely manner in case there are matters that need a quorum.<br />
<br />
<br />
As host, you can choose a variety of ways to approach registration for '''webinars'''.<br />
* Advanced registration through the webinar platform - most allow you to collect basic information (name, email, institution) and set caps on registration if necessary. Usually, the system will then send out the information to login to the webinar and, if you set it up, scheduled reminders.<br />
* Advanced registration through alternative means - If you need to collect additional demographic information or payment for participants, using something like SurveyMonkey or a GoogleForm can allow you to customize and analyze registrants. This will require additional work on your part, though, since you will be responsible for distributing login information and reminders.<br />
* No registration - On occasion, you may wish to simply share the link for a scheduled webinar and hope for the best. This can work well for those events where you are unconcerned with reaching any limits that your virtual classroom may have or trust that those who are interested will show up before the limit is reached. Be sure to market your webinar widely enough to generate interest and be flexible with the audience that does attend.<br />
<br />
Several tips for registration:<br />
* If you are allowing advanced registration, start promoting and open registration no more than one month prior to the event; two weeks notice is often the most ideal. Any longer notice will often cause a greater no-show rate, especially for free events.<br />
* Allow for about a 20% attrition rate between registrants and attendees. This means if you have a classroom for 100, you may wish to allow 120 to register to allow the greatest attendance.<br />
* If you are not requiring registration, consider in advance how you will communicate any classroom size limits. Typically, rooms open 15 minutes prior to the start of an event, and you will need to be sure the room is closed before that to discourage people from entering early and to allow everyone equal opportunity to enter.<br />
<br />
=== Moderating ===<br />
When hosting an online '''meeting''', you will likely control all aspects of the time: controlling the screen, monitoring the agenda, and keeping track of the time. If necessary, appoint a parliamentarian who can help especially with time and keeping the meeting on track.<br />
<br />
While educational '''webinars''' can function with just two people (the host/moderator and the speaker), best practices recommend having a third, often silent partner to handle any technical aspects of the session. This can include issues participants have, any tricky transitions during the presentation, and unexpected technical emergencies. Having dedicated technical support means that the host can focus on content and timing issues, and the speaker can simply focus on speaking.<br />
<br />
Useful tips for moderating a webinar:<br />
* Create a master script document that includes not only what everyone will say but also blocking for various tasks (e.g., Amy starts recording, Joy stops music, Louise pulls up survey, etc.).<br />
* Have clear time estimates for each stage of the presentation. Be prepared to encourage the speaker to speed up, slow down, or move on when necessary.<br />
* Always have questions on hand to promote conversation if a Q&A time is included at the end.<br />
* After asking a question or prompting participation, slowly count to 10 to allow people to respond.<br />
* Don’t panic if something goes wrong. Technology is difficult to predict, and often you can simply work around the issue.<br />
* Be mindful of the webinar’s level of interactivity for both live participants as well as those who may view a recording later, if applicable.<br />
<br />
=== Assessing ===<br />
While most '''business meetings''' won’t need constant assessment, it is important to check in with participants to evaluate how things are working. <br />
* Is everyone able to use the selected platform or should another be tried?<br />
* Are the times still convenient for most involved?<br />
* Does everyone feel like the frequency is sufficient or should that be reevaluated?<br />
* Are the meetings productive or could that use some work?<br />
By encouraging your participants to provide feedback, you’ll soon find the best virtual meeting environment for your group.<br />
<br />
Assessment of '''webinars''' is often important for a group to determine not only if that webinar was successful but also what types of webinars should be pursued (if any) in the future. While creating a simple survey is easy enough, getting participants to complete the survey can often be difficult.<br />
<br />
When planning assessment, consider the following:<br />
* Encourage participants to complete the survey immediately after the webinar by setting the platform to redirect to the survey when the webinar is ended. You can also provide a link to the survey during the final minutes of the webinar to catch those who may wish to leave early.<br />
* Email participants immediately after the event and perhaps one week later. Use the email point of contact to advertise additional webinars or how participants can get involved with your group.<br />
* Connecting completion of the assessment with distribution of a certificate of completion can often encourage greater participation. (Check out the [[Planning Virtual Meetings and Webinars#Resources|Resources]] section below to learn how to automate the certificate process using Google’s Autocrat add-on).<br />
* When designing the survey, leave ample room for open comments.<br />
* Phrase your survey questions to be neutral. For example, if asking about the quality of the speaker, using a phrase like "The Presenter was knowledgeable" is less leading than "The Presenter was excellent." Allow the survey taker to express their level of agreement.<br />
* Consider carefully which questions are mandatory and which optional.<br />
* Ask for ideas for future programming and whether or not a participant would like to present a future webinar. This helps build programming ideas and a network of professionals.<br />
* Try to make a survey that would take no longer than 5-10 minutes to complete. <br />
<br />
[https://www.clir.org/hiddencollections/sahc/sahc_webinar_evaluation_survey Click here] for a pdf of the assessment survey from CLIR [https://www.clir.org/hiddencollections/sahc/webinar1 SAHC's first webinars].<br />
<br />
=== Sample Planning Timeline ===<br />
This sample planning timeline gives a sense of the necessary steps to plan a stand alone, virtual, educational webinar. For more planning help, check out the [[Planning Virtual Meetings and Webinars#Planning 2|Planning Resources]] below.<br />
<br />
'''2-3 months prior'''<br />
* You have a fantastic idea for a webinar (or perhaps a colleague approaches you with a fascinating idea). The first step is to investigate whether this idea has been adequately covered somewhere else in the vast universe of GLAM educational material.<br />
* You’ve determined that your idea is new and wonderfully useful to the GLAM world. Set a budget: Will you offer compensation to your speaker? Do you need to cover any technology costs? Is this an entirely volunteer based project?<br />
* Reach out to your professional connections and find a dynamic speaker who is an expert on the subject. Or, if you intend to be the speaker, find someone who is able to be your moderator for the event. <br />
* Discuss dates and create a signed agreement so everyone understands the project. When possible, include all dates (e.g., draft due dates, practice session(s), live event, etc.) in the contract. (For example, [https://www.clir.org/hiddencollections/sahc/curriculum-committee-agreement-template click here] for a Microsoft Word Template of CLIR's Curriculum Committee agreement from the SAHC project).<br />
* Discuss basic technology requirements with the speaker now including the need for reliable (preferably wired) internet and a quality headset.<br />
<br />
'''1 month prior'''<br />
* Start sharing scripts and slides. Work on timing and discuss any special technology needs. Try to find the right balance between text and images on slides.<br />
* Check on accessibility issues, including, but not limited to, font sizes and Alt text for images. Avoid slide transitions and fly-ins.<br />
* Determine now if the webinar is going to be recorded and what added concerns you need to keep in mind connected to that.<br />
* Determine if there are any supplemental documents that would be useful for participants to have.<br />
* Collect a bio for the speaker.<br />
* Begin setting up the classroom space, if possible, for the webinar environment. Some platforms, like Adobe Connect, allow hosts to set up several templates for meeting rooms (e.g., lobby, presentation, chat, etc.). By having these in place prior to the technical practice for a session, you will save time and give the speaker an idea of the available room configurations. If conducting a series of webinars, you are able to copy the format and settings of an established meeting.<br />
<br />
'''1 week prior'''<br />
* Conduct a practice session in the environment that will be used the day of the event. Make sure that internet speeds are excellent (wifi should be avoided), that telephones are available if needed, and that microphones are clear and balanced between the host and speaker.<br />
* Run through all slides, transitions, and activities to make sure that everything displays as expected. Make notes on anything that needs to be adjusted and schedule additional checks if necessary.<br />
* Have a few people participate in this session, if possible, so that font sizes, images, and display can be checked on a variety of devices (PC/Mac, tablet, desktop, laptop, etc.) and the presentation can be evaluated from several perspectives (host, speaker, attendee).<br />
* Assign individuals to tasks. Tasks may include starting and stopping the recording, ending the session, serving as timekeeper for any discussions, and moderating any questions.<br />
* Open registration for the event and share with target audiences.<br />
<br />
'''Day of event'''<br />
* Meet at least 30 minutes prior to the time set for opening the classroom (which is usually 15 minutes before the start of the webinar). Allow more time if there are multiple speakers or unresolved technical issues from the practice session.<br />
* Test and balance the microphone levels for anyone who will be speaking during the event.<br />
* Make sure everyone understands their assigned tasks.<br />
* Relax, get some water, and wait for the event.<br />
* Know that you’ve planned a new and wonderfully useful session, open the classroom, and start.<br />
<br />
== Resources ==<br />
=== Planning ===<br />
* [http://www.infotoday.com/OnlineSearcher/Articles/Features/Secrets-of-Successful-Webinars-106050.shtml Secrets of Successful Webinars] (Online Searcher, Vol. 39, no. 5, Sept./Oct. 2015) - Includes checklists and tips from Mary Ellen Bates and Cathy Chiba on planning, creating, and hosting successful webinars.<br />
* [https://mebs.files.wordpress.com/2015/06/webinar-planning-checklist.pdf MEB’s Amazing Webinar Checklist and Templates] (pdf) - A tool created by Mary Ellen Bates to help webinar hosts stay organized through the webinar planning and presentation process.<br />
<br />
=== Presenting ===<br />
* [https://helpx.adobe.com/adobe-connect/kb/best-practices-hosts-presenters-using.html Adobe Connect Best Practices for Hosts and Presenters] - While specifically designed for Adobe Connect users, this guide offers useful tips for any virtual meeting planner or presenter.<br />
* [https://www.learningsolutionsmag.com/articles/1388/best-practices-deliver-a-great-virtual-training-event Best Practices: Deliver a Great Virtual Training Event] - by Jaqueline Beck, Learning Solutions Magazine, 2014<br />
* [https://www.elearningguild.com/showfile.cfm?id=3159 Best Practices for Delivering Virtual Classroom Training] (pdf) - Randah McKinnie, Sr., eLearning Solutions, 2008 - Focuses on Adobe’s presentation software, but offers suggestions for any virtual classroom environment.<br />
* [https://www.americanexpress.com/us/small-business/openforum/articles/12-strategies-creating-webinar-wows-crowds/ 12 Strategies for Creating a Webinar that Wows Crowds] - by Bruna Martinuzzi of Clarion Enterprises, American Express Open Forum, December 2016<br />
* [https://bridgepoint.equella.ecollege.com/curriculum/file/fd92fafa-163c-4199-87ae-1097b2e51720/1/SLA%202017.zip/story_html5.html Adaptive and Engaging: Video Tutorials Done Right] - an adaptation of a presentation given by Jamie Lin at the SLA 2017 Annual Meeting in Phoenix, AZ. The narrated presentation allows exploration of a number of facets of creating recorded video tutorials. For the best viewing experience, use a browser other than Chrome.<br />
* [https://hbr.org/2015/03/how-to-run-a-great-virtual-meeting How to Run a Great Virtual Meeting] - by Keith Ferrazzi, Harvard Business Review Online, March 27, 2015<br />
* [https://medium.com/the-art-of-keynoting/the-20-minute-rule-for-great-public-speaking-on-attention-spans-and-keeping-focus-7370cf06b636 The 20-Minute Rule for Great Public Speaking--On Attention Spans and Keeping Focus] - by Alf Rehn, Professor and Speaker, The Art of Keynoting, April 11, 2016 - An excellent read on the art of crafting quality presentations<br />
* [http://sixminutes.dlugan.com/speaking-rate/ What is the Average Speaking Rate?] - by Andrew Dlugan, Six Minutes Speaking and Presentation Skills, Nov. 2012 - An overview to help you calculate your rate of speech (i.e., how quickly you speak) to help you gauge how much content you need for a given time period<br />
* [http://sixminutes.dlugan.com/rule-of-three-speeches-public-speaking/ How to use the Rule of Three in Your Speeches] - by Andrew Dlugan, Six Minutes Speaking and Presentation Skills, May 2009 - An overview of how to apply the aesthetic Rule of Three to speech<br />
<br />
=== Accessibility ===<br />
* [http://dor.ca.gov/DisabilityAccessInfo/How-do-I-Plan-Accessible-Presentations-and-Webinars.html How do I plan accessible presentations and webinars?] - A brief resource with links from the California Department of Rehabilitation<br />
* [https://www.fda.gov/AboutFDA/AboutThisWebsite/Accessibility/ucm214503.htm Accessible Web Conferences and Webinar Best Practices] - A guide from the U.S. Food and Drug Administration<br />
* [https://help.blackboard.com/Learn/Instructor/Accessibility/Caption_Video_Content_Best_Practices Best Practice: Captioning Video Content] - a summary resource from Blackboard Help that provides an overview of captioning including basic help for using YouTube to add captions to videos.<br />
* [http://ccacaptioning.org/resources/ Resources: How To's & Best Practices for Closed Captioning] - An extensive list of resources from the [http://ccacaptioning.org/ CCAC] (Collaborative for Communication Access vis Captioning), an advocacy and education group to encourage greater accessibility to content through quality captioning.<br />
* [http://www.3playmedia.com/resources/overview/ 3PlayMedia Resources] - An extensive listing of resources related to captioning and other digital accessibility requirements including related US laws and policies, research reports, white papers, and webinars (recorded and live). [http://www.3playmedia.com/ 3PlayMedia] is a professional captioning service based in Boston, MA.<br />
* [http://bbc.github.io/subtitle-guidelines/ BBC Subtitle Guidelines] - The extensive policy and guidelines from BBC for creating and attaching captions and subtitles to videos. This could provide help with determining fonts, line breaks, and other style assistance as well as other practical information.<br />
* [https://accessibility.blog.gov.uk/2016/09/02/dos-and-donts-on-designing-for-accessibility/ The Dos and Don'ts on Designing for Accessibility] - From the Gov.UK blog, these 2016 visual posters designed by Karwai Pun offer clear suggestions and guidelines for designing content for a variety of disabilities and impairments.<br />
<br />
=== Resources and Media ===<br />
When using images, videos, and music for virtual learning, carefully consider any restrictions on the media. If you have any doubt over proper use and/or attribution requirements or limitations, contact the owner or licencor of the media. CLIR and DLF are not responsible for any misuse of media obtained from the following sources.<br />
<br />
* [http://www.docurated.com/101-free-free-try-online-collaborative-learning-tools-teachers-educators 102 Free (or Free-to-Try) Online Collaborative Learning Tools for Teachers and Educators] - While geared specifically to elementary and secondary education, quite a few of the tools listed could be used and adapted to professional development training experiences.<br />
* [http://edtechteacher.org/tools/research/finding-images/ Finding Public Domain Images for Multimedia Projects] - An extensive list of public domain image sources including a number of government image sources.<br />
* [https://elearningindustry.com/free-stock-photos-sites-for-elearning Free Stock Photos Sites for eLearning] - A listing of sites. Some may require registration and some do have limits to the free use for images.<br />
* [http://freemusicarchive.org/curator/Video/ Free Music Archive (FMA): Music for Video] - A special portal within FMA which pre-screens music contributions for use in video. The search capabilities are robust including basic searches like artist and genre to more specific searches like clip length and license type.<br />
* [https://www.youtube.com/watch?v=L8Z89-q1OnU Create Professional Development Certificates from Google Forms using Autocrat] - YouTube tutorial from Jeffrey Bradbury, Teachercast Podcast (August 11, 2015) showing how to build a certificate using several Google products.<br />
* [https://www.youtube.com/watch?v=vC1Zp-x9bGQ&spfreload=1 Using Autocrat to send personalized PDF certificates via Form Submit] - YouTube tutorial by edtech2020, Tim Chase, May 16, 2013<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Setting_Up_Year-Round_Meetings&diff=14207Setting Up Year-Round Meetings2018-08-28T14:53:50Z<p>Nowviskie: </p>
<hr />
<div>{| class="wikitable" border="1"<br />
|''“To get the ball rolling, schedule a conference call. Email/listservs are great for some things, but a conference call or face-to-face meeting really gets discussion and action.” —Cristela Garcia-Spitz''<br />
|}<br />
[[File:Organizing-with-DLF.png|thumb]]<br />
Most DLF groups meet regularly online (at least on a monthly basis, with sub-groups meeting more often). They generally use free Google Hangouts, Skype, or other teleconferencing platforms provided by group leaders’ institutions, and schedule and announce calls on their own. <br />
<br />
There is no requirement to use a DLF-provided platform, but we are happy to set up a call for you in UberConference, if you have a large group and DLF’s space is [https://calendar.google.com/calendar/embed?src=98gqpb11011p6tqk6n8ebmk6p8%40group.calendar.google.com&ctz=America/New_York not otherwise booked].<br />
<br />
== Scheduling == <br />
[http://whenisgood.net/ WhenIsGood] is an easy way to find out when everyone is free for your next meeting or event. No sign-ups or passwords required, and users just paint over their times of availability. Many DLF groups are finding this a friendlier alternative to the ubiquitous [http://doodle.com Doodle]!<br />
<br />
{| class="wikitable" border="1"<br />
|''“Knowing that the group has a standing monthly meeting is so much better than constant doodle polls.” —Kelcy Shepherd''<br />
|}<br />
<br />
== DLF Web/Phone Conferencing Support ==<br />
DLF maintains an [http://uberconference.com UberConference Pro] account that can be made available for audio conversations via browser or phone. <br />
<br />
Please make sure your [https://calendar.google.com/calendar/embed?src=98gqpb11011p6tqk6n8ebmk6p8%40group.calendar.google.com&ctz=America/New_York preferred meeting time is available], then contact us for scheduling. (Leaders of groups under 10 may prefer to create their own free Uberconference account and schedule meetings independently--no need to work around other groups or depend on us to set up the calls.)<br />
<br />
'''[https://calendar.google.com/calendar/embed?src=98gqpb11011p6tqk6n8ebmk6p8%40group.calendar.google.com&ctz=America/New_York Check the calendar] -- and don't forget timezones!'''<br />
<br />
=== DLF Uberconference Tips ===<br />
* Participants joining by computer will need Firefox or Chrome for the VOIP audio to work. Test your sound here: https://www.uberconference.com/system/cal<br />
* If you wish to audio-record a call (after making sure all participants are aware and give their consent!), you will need to log in to UberConference using our Pro account, rather than using your personal one. Contact us for temporary access, which will enable you to see a little round “record” button along the bottom corner of your call dashboard. After clicking it, you’ll want to call in separately as “yourself,” or at least identify yourself to other callers who, if joining by browser, will otherwise see you as “DLF.” <br />
* Any user can share their screen without assistance or approval. The one thing that is required is the latest Google Chrome. Instructions (including a walk-thru tutorial) are here: http://help.uberconference.com/customer/portal/articles/1854630-screen-sharing-faq?b_id=6483<br />
* For further instructions, look [http://help.uberconference.com/ here].<br />
<br />
===Zoom===<br />
DLF plans to maintain a [https://zoom.us Zoom] account that can be made available for audio and video conversations as well as slideshare via browser or phone. <br />
<br />
Please review available meeting times on the [https://calendar.google.com/calendar?cid=MW5scWloYmRoc2NhN3I3bnBlOTNzbzY2a2tAZ3JvdXAuY2FsZW5kYXIuZ29vZ2xlLmNvbQ] and then contact us for scheduling. To transition from UberConference to Zoom, we will be contacting group leaders individually, but don't hesitate to reach out if you have questions!<br />
<br />
===DLF Zoom Tips===<br />
* There are many ways to join a Zoom call. Please review Zoom's [https://support.zoom.us/hc/en-us/categories/200101697-Getting-Started Getting Started] page before joining a call. [https://support.zoom.us/hc/en-us/articles/115002262083-How-Do-I-Test-Prior-to-Joining-a-Meeting- Test your connection prior to joining the meeting].<br />
* If you wish to record the meeting (after making sure all participants are aware and give their consent!), let us know and we'll set up auto recording. <br />
* For further instructions, visit the [https://support.zoom.us/hc/en-us support page].<br />
<br />
== Further Considerations == <br />
How can you ensure everyone who wants to participate in your meetings can? <br />
<br />
* [http://www.fda.gov/AboutFDA/AboutThisWebsite/Accessibility/ucm214503.htm Accessible Web Conferences and Webinar Best Practices]<br />
* [http://blog.idonethis.com/tools-for-managing-time-zone-differences/ 15 Beautiful Tools for Managing Time Zone Differences]<br />
* Consider parenting and other caregiver responsibilities when suggesting meeting times.<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Planning_an_In-Person_Meetup&diff=14206Planning an In-Person Meetup2018-08-28T14:53:39Z<p>Nowviskie: </p>
<hr />
<div>{| class="wikitable" border="1"<br />
|''“Working out practicalities of doing what you love is much more fun together.”—Olivia Thompson''<br />
|}<br />
[[File:Organizing-with-DLF.png|thumb]]<br />
Many DLF groups and communities meet annually at the [http://diglib.org/forums/ DLF Forum]. In-person meetings can be a great way to give your group a milestone toward which to work, and DLF groups find Forum gatherings a fun way to celebrate accomplishments, generate ideas and goals, welcome new members, and build momentum for the coming year. Our staff are always available to consult, advise, and help with logistics. Possibilities include panel discussions, working lunch sessions '''(where established DLF groups get special priority)''', breakfast meetings, workshops, or evening social meetups. <br />
<br />
Some examples from recent DLF Forums:<br />
<br />
* [https://dlfforum2016.sched.org/event/8LGl/t4a-lunchtime-session-whats-on-the-digital-library-pedagogy-menu-a-working-lunch What’s on the Digital Library Pedagogy Menu? A Working Lunch]<br />
* [https://dlfforum2015.sched.org/event/4AO9/collaborative-efforts-to-develop-best-practices-in-assessment-a-progress-report Collaborative Efforts to Develop Best Practices in Assessment: A Progress Report]<br />
* [https://dlfforum2016.sched.org/event/8YEk/dh-dlfteach-happy-hour Digital Humanities/#DLFteach Happy Hour]<br />
* [https://dlfforum2016.sched.org/event/8oXC/minimal-computing-group-dinner Minimal Computing Group Dinner]<br />
* Digital Library Assessment Lunch [https://dlfforum2015.sched.org/event/4A5T/digital-library-assessment-lunch 2015] and [https://dlfforum2016.sched.org/event/8LG8/m2a-lunchtime-session-digital-library-assessment-lunch 2016]<br />
<br />
We're also happy to collaborate on in-person meet-ups and events held elsewhere. Some things to think about: <br />
<br />
* Where will your community be gathering anyway? Add-on events save costs!<br />
* What work can be done [[Setting Up Year-Round Meetings|ahead of time]], and what most benefits from in-person exchange?<br />
* How can you make your meeting as [[Facilitating for Diversity and Inclusion|inclusive and accessible]] as possible? <br />
* What support from DLF would make all the difference? <br />
<br />
== Your Responsibilities == <br />
DLF staff will make every effort to create a safe and welcoming environment on-site at the DLF Forum, but please don’t forget that even off-site DLF group meetings (such as happy hour events and dinners) fall under the terms of our [https://www.diglib.org/about/code-of-conduct/ DLF Code of Conduct]. Please take [[Facilitating for Diversity and Inclusion|your responsibility]] as host seriously, and work to make gatherings enjoyable for everyone. <br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Gathering_Info/Building_Enthusiasm&diff=14205Gathering Info/Building Enthusiasm2018-08-28T14:53:26Z<p>Nowviskie: </p>
<hr />
<div>{| class="wikitable" border="1"<br />
|''“Ask questions of the group, and generate discussion on “what should we do next?” People want to see progress, and feel like they are making a difference.” —Jody DeRidder''<br />
|}<br />
<br />
{| class="wikitable" border="1"<br />
|''“I think the coolest thing about #DLFteach chat was seeing so many people eager for ways not only to learn about resources but to share them.”—Olivia Thompson''<br />
|}<br />
[[File:Organizing-with-DLF.png|thumb]]<br />
== Twitter Chats == <br />
Is your project just getting started? The DLF [https://www.diglib.org/groups/digital-library-pedagogy/ Digital Library Pedagogy group] has found Twitter chats a successful way to engage current members in conversation, gauge interest in initiatives, and attract new members. DLF has also hosted chats on behalf of newly-forming groups on subjects like user requirements for born-digital resources. We are happy to hand over control of our [https://twitter.com/CLIRDLF @CLIRDLF] Twitter account to your selected chat leaders, through Tweetdeck, for extra promotion of the event and so that questions can be tweeted out from a central account. Just [Mailto:info@diglib.org get in touch] for scheduling! <br />
<br />
DLF groups often run Twitter chats twice in one day, both in the afternoon and evening, in order to reach participants across timezones and personal/professional obligations. Another common practice is to make a transcript available afterward as both a spreadsheet and a Wakelet presentation. Below are some resources on organizing, running, and documenting Twitter chats.<br />
<br />
* [https://blog.hootsuite.com/a-step-by-step-guide-to-twitter-chats/ Step-by-Step Guide to Twitter Chats] - Hootsuite<br />
* [http://www.robynsonlineworld.com/2014/09/tutorial-how-to-effectively-use-tweetdeck-for-twitter-chats/ TUTORIAL]: How to Effectively Use Tweetdeck for Twitter Chats<br />
* [http://mashable.com/2009/12/08/twitter-chat/#hnqfFJoT9EqS HOW TO]: Start and Run a Successful Twitter Chat - Mashable<br />
* [http://www.techrepublic.com/article/how-to-run-a-twitter-chat-7-tips/ How to Run a Twitter Chat: 7 tips] - Tech Republic<br />
* [https://wakelet.com Wakelet] - Wakelet<br />
<br />
'''Some groups have used Storify to curate and archive their Twitter chats. Since Storify will no longer be made available after May 16, 2018, DLF has migrated its own Storify account to Wakelet, and groups are welcome to use our [https://wakelet.com/@CLIRDLF @CLIRDLF] Wakelet account! Just [Mailto:info@diglib.org let us know].'''<br />
<br />
{| class="wikitable" border="1"<br />
|''“I've found Survey Monkey to be a useful tool to canvas a group -- to help narrow down areas of interest for forum sessions/working lunch topics.” —Cathy Aster''<br />
|}<br />
<br />
== Taking the Pulse == <br />
We also suggest conducting short surveys and polls, or requesting open comment on a brief, draft document or mission statement, as a good way to get a sense of your community. You can use tools like Google Forms/Google Docs or Twitter polls for this purpose, but for more in-depth, formal surveys we are happy to provide access to our [https://www.surveymonkey.com/ SurveyMonkey] account. <br />
<br />
Please feel free to contact us for assistance or go right ahead with lighter-weight approaches! We only ask that you be sure to '''tag @CLIRDLF on Twitter''' and '''send messages about your work to our primary listserv''', [https://diglib.org/announce DLF-Announce], so that we can help promote it and drive traffic your way!<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Preventing_and_Managing_Burnout&diff=14204Preventing and Managing Burnout2018-08-28T14:53:14Z<p>Nowviskie: </p>
<hr />
<div>Community organizing and group leadership is hard work. You’re no good to anyone if you burn out quickly. Please don’t forget to put on your own oxygen mask first! <br />
<br />
{| class="wikitable" border="1"<br />
|''“Tap into the community. Ask specific individuals for help or suggestions on who else to ask.” —Cristela Garcia-Spitz''<br />
|}<br />
<br />
{| class="wikitable" border="1"<br />
|''“Don’t be afraid to say when you’ve taken on too much, and to ask for help. Some people won’t step up until asked directly, and it doesn’t help anyone if you go under.” —Jody DeRidder''<br />
|}<br />
[[File:Organizing-with-DLF.png|thumb]]<br />
== Readings and Resources == <br />
* [https://socialwork.buffalo.edu/resources/self-care-starter-kit.html Self-Care Starter Kit] - SUNY Buffalo School of Social Work<br />
<br />
* [http://everydayfeminism.com/2016/04/self-care-for-woke-folks/ Everyday Feminism’s 5 Self-Care Tips for Activists]<br />
<br />
* [http://journal.code4lib.org/articles/10409 How to Hack it as a Working Parent] - Code4Lib Journal<br />
<br />
* Becky Yoose's #c4l16 talk “[https://gist.github.com/dmolesUC3/7102315bb6cf8ba5c4fd The Modern Day Sisyphus: #libtech Burnout and You]” and [https://www.zotero.org/groups/c4l16yoose selected bibliography]<br />
<br />
* Stacie Williams, “[https://medium.com/@Wribrarian/all-labor-is-local-344963e33051#.ydy2ge2dp All Labor is Local]” (2016 DLF Forum keynote talk)<br />
<br />
* [http://mindfuloccupation.org/files/booklet/mindful_occupation_singles_latest.pdf Mindful Occupation: Rising Up Without Burning Out] (PDF)<br />
<br />
* [http://uppingtheanti.org/journal/article/03-how-to-keep-on-keeping-on/ How to Keep On Keeping On]: Sustaining Ourselves in Community Organizing and Social Justice Struggles<br />
<br />
* [https://librarianburnout.com Librarian Burnout]<br />
<br />
{| class="wikitable" border="1"<br />
|''“Caring for myself is not self-indulgence, it is self-preservation and that is an act of political warfare.” – Audre Lorde''<br />
|}<br />
<br />
== Sending Out an SOS == <br />
Please contact Team DLF or director Bethany Nowviskie [https://www.diglib.org/about/staff/ directly and confidentially] if you are ever feeling over-stretched. We’ll find ways to continue your good work and give you a break! After all, it takes a [https://twitter.com/search?f=tweets&vertical=default&q=%23DLFvillage&src=typd #DLFvillage]. <br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Communications_and_Consensus&diff=14203Communications and Consensus2018-08-28T14:52:57Z<p>Nowviskie: </p>
<hr />
<div>[[File:Organizing-with-DLF.png|thumb]]<br />
== How can this Organizers' Toolkit section help? == <br />
Much of the work of organizing through DLF involves thoughtful internal and external communication, open and respectful collaboration along shared timelines, and careful consensus-building. We recommend a number of resources in this toolkit as a guide, especially in sections on "[[General Facilitation and Goal-Setting]]" and on "[[Facilitating for Diversity and Inclusion]]." Ideally, the schedules — and tone — you help set for your group’s projects will allow for all voices to be heard. And in a perfect world, you’ll have plenty of time to loop [https://www.diglib.org/about/staff/ Team DLF] in as appropriate, for collegial advice, help where needed, an occasional sign-off on something big, and/or assistance with a communications plan. <br />
<br />
However, as the organizer of a DLF group, you may sometimes need to respond independently to a situation arising outside of your regular meeting cycle. This could happen because:<br />
* another organization, group, or individual is seeking signatories to a statement or commitment to a collaboration, with a quick deadline<br />
* you enter a public conversation related to your DLF group work, on social media or in a face-to-face venue <br />
* you are approached by a member of the press for comment in an article appearing shortly<br />
* something else unexpected happens!<br />
<br />
Situations like these may prompt you to:<br />
* rely on pre-established group norms/authorizations for “emergencies” or short-notice opportunities<br />
* follow your group’s regular decision-making processes but skip a few steps in order to come to quick consensus <br />
* use your wits and best judgement, being especially clear to clarify the extent to which you are speaking independently vs. for your group <br />
* determine independently whether or to what degree DLF staff involvement is needed.<br />
<br />
More info on all of these topics is available below. ''Remember: this wiki is editable! You are warmly invited to share your favorite resources and help refine the advice given here, based on your own experience with DLF groups.''<br />
<br />
== Speaking as individuals and groups == <br />
One of the greatest powers DLF groups have is in speaking from a well-informed, collective position, with a unified voice. DLF group conversations and creations may also inform your personal and professional views, serve as something to reference or point to, and generally become a terrific resource in your day-to-day work. <br />
<br />
Whenever you are called on to represent your group, formally or informally — as well as on occasions when you are speaking as an individual whose opinions have been informed by the work of the group — you should be '''as clear as possible about your own role and stance, and the degree to which what you say does or does not represent the (consensus or diverging) views of fellow group members'''. <br />
<br />
We also ask that you be careful in situations where an individual or group statement might be taken for an official position from the [https://diglib.org/ DLF] or its non-profit parent organization, [https://www.clir.org/ CLIR]. We are always happy to advise on the wording for public announcements, even on short notice!<br />
<br />
== Developing group consensus == <br />
So, how do you foster healthy group consensus and create environments in which all participants can be respected and heard? Here are a few helpful frameworks and resources: <br />
<br />
* https://www.seedsforchange.org.uk/resources (background resources on consensus-based decision-making, including long and short guides and a set of helpful videos)<br />
* https://extension.umn.edu/leadership-development/public-engagement-strategies (includes a section on consensus decision making in public engagement and the pros/cons of other types of decision making) <br />
* https://www.seedsforchange.org.uk/handbookweb.pdf (228-page PDF: Co-operative decision-making for activists, co-ops and communities)<br />
* https://www.seedsforchange.org.uk/quickconsensus (concrete strategies for coming to quick consensus in fast-moving situations)<br />
* https://docs.lita.org/consensus-process-for-virtual-teams/ (a LITA guide with high-level tips on developing consensus in distributed or virtual teams) <br />
* https://www.trainingforchange.org/training_tools/diversity-consensus/ (“Are consensus and diversity at odds?”) <br />
* http://nowviskie.org/2012/lazy-consensus/ (a code4lib talk on “lazy consensus,” which can help shift an organization’s default “no” to a “yes”)<br />
* http://communitymgt.wikia.com/wiki/Warnock%27s_Dilemma (on non-responsiveness, or “Warnock’s Dilemma,” a stumbling block in lazy consensus)<br />
<br />
== Amplification and sign-off from DLF ==<br />
Formal DLF sign-off on group outputs and communications is not usually necessary, but sometimes a check-in is helpful. It’s generally a good idea to keep us informed of upcoming announcements because '''we can amplify your message''' through social media, newsletters, messages to member organizations, in-person events, and more. Keeping DLF staff in the loop also helps us connect your team with aligned work happening in other DLF groups, or with outside organizations and funding or partnership opportunities. <br />
<br />
'''How do you know when to check in?''' We’re happy to hear from you anytime! Call on Team DLF if you would like a boost from our social media accounts or other help getting the word out — and please do a gut check if you think we might need to know about something coming from a grassroots DLF group because it could impact our nonprofit status or our relationships with member institutions, peer organizations, or funders. <br />
<br />
'''What’s the best way to reach us?''' Messages sent to ''info@diglib.org'' will reach the entire DLF staff and get the speediest response. If you’ve already been working with [https://www.diglib.org/about/staff/ a particular DLF staff member] on an issue or feel most comfortable sharing something with just one of us, individual emails are fine! Direct messages sent through various social media platforms are less easily tracked and handed off, so we discourage them as a primary means of contact. <br />
<br />
{| class="wikitable" border="1"<br />
|''“DLF groups are loosely organized by design.”—Stacie Williams''<br />
|}<br />
<br />
Our goal is not to slow you down or place unnecessary controls over your group’s public statements. We pride ourselves on DLF’s light touch, and on our low-bureaucracy, community-based approach. Mostly, we want to boost your good work! We also ask your help in working with us on potentially sensitive issues that could impact our relationships with other organizations and/or our nonprofit status. We might have advice to give or small requests to make with regard to wording and representation. ''When in doubt, please reach out!''<br />
<br />
== Tips for effective communication outside the group == <br />
One of the biggest challenges the DLF team has seen with group communications is the tendency to go heads-down once work begins. We encourage you to create a welcoming environment by sharing periodic news and issuing invitations to others to join. <br />
<br />
* '''DO remember to communicate outside your group!''' <br />
Don’t fall into the trap of only sending messages to the insiders on your email list. Periodic open invitations to group meetings or updates about your work for the wider community are always welcome on ''[https://diglib.org/announce DLF-announce].'' <br />
* '''Always provide context.''' <br />
Don’t forget that this message might be the first time someone is hearing about your work. What is the name of this DLF group? What, in very brief terms, is its overarching purpose? If it’s a sub-group, how does it connect to something larger?<br />
* '''Make a clear request.''' <br />
What is the goal of the current project or activity being shared? What is being asked of the reader? What is the best way to offer feedback or ask a question? If the request is to participate in a survey or provide input, how long should that take? Is there a deadline?<br />
* '''Invite deeper connection.''' <br />
Where can readers find out more about the group? Are there related resources to explore? How can they join an upcoming meeting or otherwise get involved?<br />
* '''Clarify your own role.''' <br />
Most group projects will be shared as a collective effort, credited to the group itself, but if you or others had a specific role to play, please don’t be shy about giving/accepting praise. All group members’ labor and specific contributions are valuable and should be acknowledged! And in situations where you are speaking as a group representative but without having vetted the message ahead of time, or as a private individual whose opinions might be construed to reflect those of your fellow group members or DLF as an organization, you have special obligations. (See above, “Speaking as Individuals and Groups.”)<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Facilitating_for_Diversity_and_Inclusion&diff=14202Facilitating for Diversity and Inclusion2018-08-28T14:52:38Z<p>Nowviskie: </p>
<hr />
<div>{| class="wikitable" border="1"<br />
|''“I’m grateful to the DLF for taking their mission of inclusion seriously.”—Stacie Williams''<br />
|}<br />
<br />
{| class="wikitable" border="1"<br />
|''“I love the inclusive, expansive, thoughtful, and community-oriented leadership [of the DLF].”—Chris Bourg''<br />
|}<br />
[[File:Organizing-with-DLF.png|thumb]]<br />
== Basic Resources ==<br />
<br />
'''Social justice and the public good are front-and-center in DLF’s [https://www.diglib.org/about/ mission statement].''' But these are impossible goals to serve without thoughtful, conscious, welcoming, and dedicated efforts among all our working and interest groups, as well as among our staff and the volunteer committees that help organize DLF Forum. <br />
<br />
Below, you’ll find just a few recommended readings and toolkits for pushing against structural racism, systemic gender bias, able-ism, and other forms of oppression and exclusion that are endemic in librarianship and technology fields. '''This list is far from complete!''' We welcome your contributions. <br />
<br />
* [https://simmons.libguides.com/anti-oppression Beatley Library Anti-Oppression Guide]<br />
<br />
* [http://www.siatoolkit.com/ Social Inclusion Audit and Toolkit]<br />
<br />
* [http://geekfeminism.wikia.com/wiki/Geek_Feminism_Wiki Geek Feminism Wiki]<br />
<br />
* Code4Lib Journal Special Issue on [http://journal.code4lib.org/issues/issues/issue28 Diversity in Library Technology]<br />
<br />
* [https://www.racialequitytools.org/home Racial Equity Tools]<br />
<br />
* [https://www.trainingforchange.org/publications/diversity-consensus Diversity & Consensus - Training for Change]<br />
<br />
* [https://www.trainingforchange.org/tools Tools and Activities - Training for Change]<br />
<br />
* [https://hbr.org/2016/04/run-meetings-that-are-fair-to-introverts-women-and-remote-workers Run Meetings That Are Fair to Introverts, Women, and Remote Workers - Harvard Business Review]<br />
<br />
* Consider increasing the safety level of sensitive meetings by running them under the [https://en.wikipedia.org/wiki/Chatham_House_Rule Chatham House Rule]. <br />
<br />
== Code of Conduct ==<br />
In 2016, DLF staff and members of our newly-established DLF Forum Planning Committee on Inclusivity worked together to revise our '''Code of Conduct''', which had been in place since 2012. The DLF CoC now covers activities happening under the Digital Library Federation umbrella, both in person and online, year-round. All group facilitators are asked to read this document, share with their communities, and contact us with questions or suggestions.<br />
<br />
* [https://www.diglib.org/about/code-of-conduct/ Revised DLF Code of Conduct]<br />
* [https://www.diglib.org/archives/11814/ Blog post]: “Behind the scenes: making the Forum as welcoming and accessible as possible”<br />
<br />
== Accessibility == <br />
<br />
* [https://www.diglib.org/forums/2016forum/guide-to-creating-accessible-presentations/ DLF Forum Guide to Creating Accessible Presentations]<br />
<br />
* [http://docs.lita.org/accessibility/ Accessibility tips and resources from LITA]<br />
<br />
== Ally Skills ==<br />
DLF has also underwritten formal Ally Skills training courses at two recent Forums, most recently in Milwaukee, 2016 with Bess Sadler and Mark Bussey. Interested in having this opportunity available at a future DLF Forum or in helping us to fund opportunities like this? [Mailto:info@diglib.org Let us know.]<br />
<br />
* [https://www.diglib.org/forums/2016forum/ally-skills-workshop/ 2016 DLF Ally Skills Workshop]<br />
* [https://www.youtube.com/watch?v=Y2F_Bmx_CNE Video]: Ally Skills Workshop taught at Wikimedia Foundation - Valerie Aurora of Ada Initiative<br />
{| class="wikitable" border="1"<br />
|''“The level of generosity, drive toward inclusion, & care for colleagues in the @CLIRDLF community inspires, astounds.”—Bethany Nowviskie<br />
''<br />
|}<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=General_Facilitation_and_Goal-Setting&diff=14201General Facilitation and Goal-Setting2018-08-28T14:52:26Z<p>Nowviskie: </p>
<hr />
<div>{| class="wikitable" border="1"<br />
|''“For interactive sessions to be impactful, they need to be well organized—not only with a clear activity in mind—but also with report-outs & follow through.” —Cathy Aster''<br />
|}<br />
<br />
{| class="wikitable" border="1"<br />
|''“Make sure tasks have deadlines (reasonable ones), and set up regular conference calls to keep things rolling.” —Jody DeRidder''<br />
|}<br />
[[File:Organizing-with-DLF.png|thumb]]<br />
== General Guidelines == <br />
<br />
We recommend the following set of general guidelines for group leaders:<br />
* [http://oqi.wisc.edu/resourcelibrary/uploads/resources/Facilitator%20Tool%20Kit.pdf Facilitator Tool Kit: A Guide for Helping Groups Get Results] - University of Wisconsin Madison (PDF)<br />
* [http://ctb.ku.edu/en/table-of-contents/leadership/group-facilitation Group Facilitation and Problem-Solving - Community Toolbox] - University of Kansas<br />
* [https://www.brown.edu/about/administration/sheridan-center/teaching-learning/effective-classroom-practices/discussions-seminars/facilitating Facilitating Effective Group Discussions] - Brown University<br />
* [http://www.seedsforchange.org.uk/resources Seeds for Change] (guides to consensus-based decision-making, virtual meeting facilitation, working in groups, making meetings more accessible, and more)<br />
* [http://docs.lita.org/tips-for-facilitating-virtual-meetings/ Tips for Facilitating Virtual Meetings] from LITA<br />
* [http://docs.lita.org/consensus-process-for-virtual-teams/ Consensus Process for Virtual Teams] from LITA... and see also "[https://www.trainingforchange.org/publications/diversity-consensus Diversity and Consensus]" from Training for Change (cited on our page about [[Facilitating for Diversity and Inclusion]])<br />
* [https://18f.gsa.gov/2016/12/14/how-to-run-an-efficient-meeting/ How to Run an Efficient Meeting] - GSA<br />
<br />
== Getting in Touch with Past and Present DLF Group Leaders == <br />
Past and present coordinators of our existing groups are also a great resource, and in our experience they are always eager to share. Do you admire what an existing DLF group has accomplished? '''Get in touch with leadership and ask how!''' (We're happy to connect you if it's not obvious who to ask.) <br />
<br />
*[https://www.diglib.org/groups/born-digital-access-group/ Born-Digital Access Group]: Jessica Farrell <br />
*[https://www.diglib.org/groups/assessment/ DLF Assessment Interest Group]: Santi Thompson, Sara Rubinow, Molly Bragg, Christina Harlow, Hannah Scates Kettler, Kate Thornhill, Joyce Chapman<br />
*[https://www.diglib.org/groups/digital-library-pedagogy/ DLF Digital Library Pedagogy Group]: Elizabeth Joan Kelly & Ellie Dickson <br />
*[https://www.diglib.org/groups/e-research-network/ DLF eResearch Network]: Jason Clark & Sara Mannheimer<br />
*[https://www.diglib.org/groups/pmg/ DLF Project Managers Group]: Cynthia York, Micah Vandegrift, Eric L. Stedfeld; past chairs include: Cristela Garcia-Spitz, Delphine Khanna, Jennifer Vinopal, Sarah Shreeves<br />
<br />
{| class="wikitable" border="1"<br />
|''“You will lose people along the way – don’t fret it. Focus on where the energy is, and keep the ball rolling by engaging the ones with the energy.” —Jody DeRidder''<br />
|}<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Starting_a_New_Initiative_or_Working_Group&diff=14200Starting a New Initiative or Working Group2018-08-28T14:52:14Z<p>Nowviskie: </p>
<hr />
<div>[[File:Organizing-with-DLF.png|thumb]]<br />
DLF groups are typically formed by virtue of our being approached by people with good ideas, so there's no annual timeline or formal approval process for affiliation. Simply get in touch with us at [mailto:info@diglib.org info@diglib.org] to discuss the possibilities! <br />
<br />
Our working group leaders are self-starters and we encourage them to think creatively about platforms they can use independently to get their work done. The DLF Team works with groups on a case-by-case basis to try to get them the [https://wiki.diglib.org/Working_with_Team_DLF resources] they need. We also make sure to reserve some space for DLF-affiliated groups at the DLF Forum. <br />
<br />
In exchange, we ask that your group: <br />
<br />
* Operate under the [https://www.diglib.org/about/code-of-conduct/ DLF Code of Conduct] if you use our name (or a similar code, in case of a partnership or pre-existing group)<br />
* Keep your DLF website and OSF and/or wiki pages reasonably up-to-date (even if those are mostly just pointers to information held elsewhere)<br />
* Tag [https://twitter.com/CLIRDLF @CLIRDLF] on Twitter and send messages about your work to our primary listserv, [https://lists.clir.org/cgi-bin/wa?A0=DLF-ANNOUNCE DLF-Announce], so that we can help promote it and drive traffic your way!<br />
<br />
Please don’t hesitate to [mailto:info@diglib.org reach out to us] with any questions or ideas! Starting a new initiative or working group could be as simple as: sending out a call for interest to gauge interest in the community; getting in touch with those willing to put in time, to schedule a meeting and develop a plan; and using DLF as a platform to circulate new ideas, resources, and readings, and to make progress on issues.<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Working_with_Team_DLF&diff=14199Working with Team DLF2018-08-28T14:51:53Z<p>Nowviskie: </p>
<hr />
<div>{| class="wikitable" border="1"<br />
|''“Reach out to DLF staff and former leaders to find out as much information [as you can]. They are your best resource when first getting started.” —Cristela Garcia-Spitz'' <br />
<br />
|}<br />
{| class="wikitable" border="1"<br />
|''“DLF is amazing—don’t hesitate to reach out to them if you have an idea!”—Elizabeth Joan Kelly''<br />
|}<br />
<br />
{| class="wikitable" border="1"<br />
|''“They email back so fast. It’s wild.”—Rachel Appel''<br />
|}<br />
[[File:Organizing-with-DLF.png|thumb]]<br />
The Digital Library Federation is purposefully [https://www.diglib.org/about/staff/ lightly staffed]. This means that '''we welcome your creative thinking''' about the best ways to get things done—no process or system is set in stone, and you are not required to use technologies we offer or work to a certain timeline in order to get our support. (We are also allergic to red tape.) <br />
<br />
== How We Can Help == <br />
Team DLF is always available to help with:<br />
<br />
* Forming new groups and initiatives, and discussing needed levels of DLF support <br />
* Facilitating collaborations with other DLF groups and committees, and making connections beyond the immediate DLF community, including (among others) to the [http://ndsa.org/ NDSA]<br />
* Creating editable pages on the DLF [https://diglib.org/ website] and wiki, or creating and hosting other web resources<br />
* Communications and visual branding, including signal-boosting: promoting your group’s activities through DLF’s various social media channels, calendars, and lists<br />
* Setting up an [https://lists.clir.org/ email list], scheduling a conference call, or facilitating a Twitter chat<br />
* Options for open access publications, both online and print, including through [http://clir.org/ CLIR]<br />
* Managing your data, with connections to DLF’s Github and OSF repositories<br />
* Planning and organizing an in-person meet-up at the annual DLF Forum<br />
* Creating [https://www.diglib.org/opportunities/fellowships/ cross-pollinator] opportunities to connect your conference or community to ours<br />
* Providing limited financial sponsorship or in-kind contributions to good causes<br />
* Brainstorming next steps for your group and consulting on ways to build and maintain momentum<br />
* Learning from each other, and answering any questions about DLF you may have!<br />
<br />
== Do I have to be a member? Does our project have to be "official?" == <br />
We happily support and amplify ''far more community-based activity'' than is represented elsewhere on this wiki or on [https://www.diglib.org/ our website]. If you're doing great work that needs a boost but not a "home," don't hesitate to contact us. '''We won't co-opt or DLF-brand you.''' <br />
<br />
We also work with energized, committed teams regardless of the institutional affiliation of their participants. '''You don't have to be part of a DLF member organization to lead or join a working group.''' <br />
<br />
That said, everything Team DLF does depends on the financial support of our [https://www.diglib.org/members/ members.] If you are in a position to influence institutional membership decisions, we'd be extremely grateful for [https://www.diglib.org/members/join/ your advocacy!]<br />
<br />
== Contacting DLF == <br />
You can always reach individual staff members [https://www.diglib.org/about/staff/ directly], but we encourage first contacts to the whole team, at [mailto:info@diglib.org info@diglib.org].<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Communications_and_Consensus&diff=14198Communications and Consensus2018-08-28T13:47:05Z<p>Nowviskie: /* Tips for effective communication outside the group */</p>
<hr />
<div>== How can this Organizers' Toolkit section help? == <br />
Much of the work of organizing through DLF involves thoughtful internal and external communication, open and respectful collaboration along shared timelines, and careful consensus-building. We recommend a number of resources in this toolkit as a guide, especially in sections on "[[General Facilitation and Goal-Setting]]" and on "[[Facilitating for Diversity and Inclusion]]." Ideally, the schedules — and tone — you help set for your group’s projects will allow for all voices to be heard. And in a perfect world, you’ll have plenty of time to loop [https://www.diglib.org/about/staff/ Team DLF] in as appropriate, for collegial advice, help where needed, an occasional sign-off on something big, and/or assistance with a communications plan. <br />
<br />
However, as the organizer of a DLF group, you may sometimes need to respond independently to a situation arising outside of your regular meeting cycle. This could happen because:<br />
* another organization, group, or individual is seeking signatories to a statement or commitment to a collaboration, with a quick deadline<br />
* you enter a public conversation related to your DLF group work, on social media or in a face-to-face venue <br />
* you are approached by a member of the press for comment in an article appearing shortly<br />
* something else unexpected happens!<br />
<br />
Situations like these may prompt you to:<br />
* rely on pre-established group norms/authorizations for “emergencies” or short-notice opportunities<br />
* follow your group’s regular decision-making processes but skip a few steps in order to come to quick consensus <br />
* use your wits and best judgement, being especially clear to clarify the extent to which you are speaking independently vs. for your group <br />
* determine independently whether or to what degree DLF staff involvement is needed.<br />
<br />
More info on all of these topics is available below. ''Remember: this wiki is editable! You are warmly invited to share your favorite resources and help refine the advice given here, based on your own experience with DLF groups.''<br />
<br />
== Speaking as individuals and groups == <br />
One of the greatest powers DLF groups have is in speaking from a well-informed, collective position, with a unified voice. DLF group conversations and creations may also inform your personal and professional views, serve as something to reference or point to, and generally become a terrific resource in your day-to-day work. <br />
<br />
Whenever you are called on to represent your group, formally or informally — as well as on occasions when you are speaking as an individual whose opinions have been informed by the work of the group — you should be '''as clear as possible about your own role and stance, and the degree to which what you say does or does not represent the (consensus or diverging) views of fellow group members'''. <br />
<br />
We also ask that you be careful in situations where an individual or group statement might be taken for an official position from the [https://diglib.org/ DLF] or its non-profit parent organization, [https://www.clir.org/ CLIR]. We are always happy to advise on the wording for public announcements, even on short notice!<br />
<br />
== Developing group consensus == <br />
So, how do you foster healthy group consensus and create environments in which all participants can be respected and heard? Here are a few helpful frameworks and resources: <br />
<br />
* https://www.seedsforchange.org.uk/resources (background resources on consensus-based decision-making, including long and short guides and a set of helpful videos)<br />
* https://extension.umn.edu/leadership-development/public-engagement-strategies (includes a section on consensus decision making in public engagement and the pros/cons of other types of decision making) <br />
* https://www.seedsforchange.org.uk/handbookweb.pdf (228-page PDF: Co-operative decision-making for activists, co-ops and communities)<br />
* https://www.seedsforchange.org.uk/quickconsensus (concrete strategies for coming to quick consensus in fast-moving situations)<br />
* https://docs.lita.org/consensus-process-for-virtual-teams/ (a LITA guide with high-level tips on developing consensus in distributed or virtual teams) <br />
* https://www.trainingforchange.org/training_tools/diversity-consensus/ (“Are consensus and diversity at odds?”) <br />
* http://nowviskie.org/2012/lazy-consensus/ (a code4lib talk on “lazy consensus,” which can help shift an organization’s default “no” to a “yes”)<br />
* http://communitymgt.wikia.com/wiki/Warnock%27s_Dilemma (on non-responsiveness, or “Warnock’s Dilemma,” a stumbling block in lazy consensus)<br />
<br />
== Amplification and sign-off from DLF ==<br />
Formal DLF sign-off on group outputs and communications is not usually necessary, but sometimes a check-in is helpful. It’s generally a good idea to keep us informed of upcoming announcements because '''we can amplify your message''' through social media, newsletters, messages to member organizations, in-person events, and more. Keeping DLF staff in the loop also helps us connect your team with aligned work happening in other DLF groups, or with outside organizations and funding or partnership opportunities. <br />
<br />
'''How do you know when to check in?''' We’re happy to hear from you anytime! Call on Team DLF if you would like a boost from our social media accounts or other help getting the word out — and please do a gut check if you think we might need to know about something coming from a grassroots DLF group because it could impact our nonprofit status or our relationships with member institutions, peer organizations, or funders. <br />
<br />
'''What’s the best way to reach us?''' Messages sent to ''info@diglib.org'' will reach the entire DLF staff and get the speediest response. If you’ve already been working with [https://www.diglib.org/about/staff/ a particular DLF staff member] on an issue or feel most comfortable sharing something with just one of us, individual emails are fine! Direct messages sent through various social media platforms are less easily tracked and handed off, so we discourage them as a primary means of contact. <br />
<br />
{| class="wikitable" border="1"<br />
|''“DLF groups are loosely organized by design.”—Stacie Williams''<br />
|}<br />
<br />
Our goal is not to slow you down or place unnecessary controls over your group’s public statements. We pride ourselves on DLF’s light touch, and on our low-bureaucracy, community-based approach. Mostly, we want to boost your good work! We also ask your help in working with us on potentially sensitive issues that could impact our relationships with other organizations and/or our nonprofit status. We might have advice to give or small requests to make with regard to wording and representation. ''When in doubt, please reach out!''<br />
<br />
== Tips for effective communication outside the group == <br />
One of the biggest challenges the DLF team has seen with group communications is the tendency to go heads-down once work begins. We encourage you to create a welcoming environment by sharing periodic news and issuing invitations to others to join. <br />
<br />
* '''DO remember to communicate outside your group!''' <br />
Don’t fall into the trap of only sending messages to the insiders on your email list. Periodic open invitations to group meetings or updates about your work for the wider community are always welcome on ''[https://diglib.org/announce DLF-announce].'' <br />
* '''Always provide context.''' <br />
Don’t forget that this message might be the first time someone is hearing about your work. What is the name of this DLF group? What, in very brief terms, is its overarching purpose? If it’s a sub-group, how does it connect to something larger?<br />
* '''Make a clear request.''' <br />
What is the goal of the current project or activity being shared? What is being asked of the reader? What is the best way to offer feedback or ask a question? If the request is to participate in a survey or provide input, how long should that take? Is there a deadline?<br />
* '''Invite deeper connection.''' <br />
Where can readers find out more about the group? Are there related resources to explore? How can they join an upcoming meeting or otherwise get involved?<br />
* '''Clarify your own role.''' <br />
Most group projects will be shared as a collective effort, credited to the group itself, but if you or others had a specific role to play, please don’t be shy about giving/accepting praise. All group members’ labor and specific contributions are valuable and should be acknowledged! And in situations where you are speaking as a group representative but without having vetted the message ahead of time, or as a private individual whose opinions might be construed to reflect those of your fellow group members or DLF as an organization, you have special obligations. (See above, “Speaking as Individuals and Groups.”)<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Communications_and_Consensus&diff=14197Communications and Consensus2018-08-28T13:45:58Z<p>Nowviskie: /* Developing group consensus */</p>
<hr />
<div>== How can this Organizers' Toolkit section help? == <br />
Much of the work of organizing through DLF involves thoughtful internal and external communication, open and respectful collaboration along shared timelines, and careful consensus-building. We recommend a number of resources in this toolkit as a guide, especially in sections on "[[General Facilitation and Goal-Setting]]" and on "[[Facilitating for Diversity and Inclusion]]." Ideally, the schedules — and tone — you help set for your group’s projects will allow for all voices to be heard. And in a perfect world, you’ll have plenty of time to loop [https://www.diglib.org/about/staff/ Team DLF] in as appropriate, for collegial advice, help where needed, an occasional sign-off on something big, and/or assistance with a communications plan. <br />
<br />
However, as the organizer of a DLF group, you may sometimes need to respond independently to a situation arising outside of your regular meeting cycle. This could happen because:<br />
* another organization, group, or individual is seeking signatories to a statement or commitment to a collaboration, with a quick deadline<br />
* you enter a public conversation related to your DLF group work, on social media or in a face-to-face venue <br />
* you are approached by a member of the press for comment in an article appearing shortly<br />
* something else unexpected happens!<br />
<br />
Situations like these may prompt you to:<br />
* rely on pre-established group norms/authorizations for “emergencies” or short-notice opportunities<br />
* follow your group’s regular decision-making processes but skip a few steps in order to come to quick consensus <br />
* use your wits and best judgement, being especially clear to clarify the extent to which you are speaking independently vs. for your group <br />
* determine independently whether or to what degree DLF staff involvement is needed.<br />
<br />
More info on all of these topics is available below. ''Remember: this wiki is editable! You are warmly invited to share your favorite resources and help refine the advice given here, based on your own experience with DLF groups.''<br />
<br />
== Speaking as individuals and groups == <br />
One of the greatest powers DLF groups have is in speaking from a well-informed, collective position, with a unified voice. DLF group conversations and creations may also inform your personal and professional views, serve as something to reference or point to, and generally become a terrific resource in your day-to-day work. <br />
<br />
Whenever you are called on to represent your group, formally or informally — as well as on occasions when you are speaking as an individual whose opinions have been informed by the work of the group — you should be '''as clear as possible about your own role and stance, and the degree to which what you say does or does not represent the (consensus or diverging) views of fellow group members'''. <br />
<br />
We also ask that you be careful in situations where an individual or group statement might be taken for an official position from the [https://diglib.org/ DLF] or its non-profit parent organization, [https://www.clir.org/ CLIR]. We are always happy to advise on the wording for public announcements, even on short notice!<br />
<br />
== Developing group consensus == <br />
So, how do you foster healthy group consensus and create environments in which all participants can be respected and heard? Here are a few helpful frameworks and resources: <br />
<br />
* https://www.seedsforchange.org.uk/resources (background resources on consensus-based decision-making, including long and short guides and a set of helpful videos)<br />
* https://extension.umn.edu/leadership-development/public-engagement-strategies (includes a section on consensus decision making in public engagement and the pros/cons of other types of decision making) <br />
* https://www.seedsforchange.org.uk/handbookweb.pdf (228-page PDF: Co-operative decision-making for activists, co-ops and communities)<br />
* https://www.seedsforchange.org.uk/quickconsensus (concrete strategies for coming to quick consensus in fast-moving situations)<br />
* https://docs.lita.org/consensus-process-for-virtual-teams/ (a LITA guide with high-level tips on developing consensus in distributed or virtual teams) <br />
* https://www.trainingforchange.org/training_tools/diversity-consensus/ (“Are consensus and diversity at odds?”) <br />
* http://nowviskie.org/2012/lazy-consensus/ (a code4lib talk on “lazy consensus,” which can help shift an organization’s default “no” to a “yes”)<br />
* http://communitymgt.wikia.com/wiki/Warnock%27s_Dilemma (on non-responsiveness, or “Warnock’s Dilemma,” a stumbling block in lazy consensus)<br />
<br />
== Amplification and sign-off from DLF ==<br />
Formal DLF sign-off on group outputs and communications is not usually necessary, but sometimes a check-in is helpful. It’s generally a good idea to keep us informed of upcoming announcements because '''we can amplify your message''' through social media, newsletters, messages to member organizations, in-person events, and more. Keeping DLF staff in the loop also helps us connect your team with aligned work happening in other DLF groups, or with outside organizations and funding or partnership opportunities. <br />
<br />
'''How do you know when to check in?''' We’re happy to hear from you anytime! Call on Team DLF if you would like a boost from our social media accounts or other help getting the word out — and please do a gut check if you think we might need to know about something coming from a grassroots DLF group because it could impact our nonprofit status or our relationships with member institutions, peer organizations, or funders. <br />
<br />
'''What’s the best way to reach us?''' Messages sent to ''info@diglib.org'' will reach the entire DLF staff and get the speediest response. If you’ve already been working with [https://www.diglib.org/about/staff/ a particular DLF staff member] on an issue or feel most comfortable sharing something with just one of us, individual emails are fine! Direct messages sent through various social media platforms are less easily tracked and handed off, so we discourage them as a primary means of contact. <br />
<br />
{| class="wikitable" border="1"<br />
|''“DLF groups are loosely organized by design.”—Stacie Williams''<br />
|}<br />
<br />
Our goal is not to slow you down or place unnecessary controls over your group’s public statements. We pride ourselves on DLF’s light touch, and on our low-bureaucracy, community-based approach. Mostly, we want to boost your good work! We also ask your help in working with us on potentially sensitive issues that could impact our relationships with other organizations and/or our nonprofit status. We might have advice to give or small requests to make with regard to wording and representation. ''When in doubt, please reach out!''<br />
<br />
== Tips for effective communication outside the group == <br />
One of the biggest challenges the DLF team has seen with group communications is the tendency to go heads-down once work begins. We encourage you to create a welcoming environment by sharing periodic news and issuing invitations to others to join. <br />
<br />
* '''DO remember to communicate outside your group!''' <br />
Don’t fall into the trap of only sending messages to the insiders on your email list. Periodic open invitations to group meetings or updates about your work for the wider community are always welcome on ''[https://diglib.org/announce DLF-announce]''! <br />
* '''Always provide context.''' <br />
Don’t forget that this message might be the first time someone is hearing about your work. What is the name of this DLF group? What, in very brief terms, is its overarching purpose? If it’s a sub-group, how does it connect to something larger?<br />
* '''Make a clear request.''' <br />
What is the goal of the current project or activity being shared? What is being asked of the reader? What is the best way to offer feedback or ask a question? If the request is to participate in a survey or provide input, how long should that take? Is there a deadline?<br />
* '''Invite deeper connection.''' <br />
Where can readers find out more about the group? Are there related resources to explore? How can they join an upcoming meeting or otherwise get involved?<br />
* '''Clarify your own role.''' <br />
Most group projects will be shared as a collective effort, credited to the group itself, but if you or others had a specific role to play, please don’t be shy about giving/accepting praise. All group members’ labor and specific contributions are valuable and should be acknowledged! And in situations where you are speaking as a group representative but without having vetted the message ahead of time, or as a private individual whose opinions might be construed to reflect those of your fellow group members or DLF as an organization, you have special obligations. (See above, “Speaking as Individuals and Groups.”)<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Communications_and_Consensus&diff=14196Communications and Consensus2018-08-28T13:44:36Z<p>Nowviskie: /* How can this Organizers' Toolkit section help? */</p>
<hr />
<div>== How can this Organizers' Toolkit section help? == <br />
Much of the work of organizing through DLF involves thoughtful internal and external communication, open and respectful collaboration along shared timelines, and careful consensus-building. We recommend a number of resources in this toolkit as a guide, especially in sections on "[[General Facilitation and Goal-Setting]]" and on "[[Facilitating for Diversity and Inclusion]]." Ideally, the schedules — and tone — you help set for your group’s projects will allow for all voices to be heard. And in a perfect world, you’ll have plenty of time to loop [https://www.diglib.org/about/staff/ Team DLF] in as appropriate, for collegial advice, help where needed, an occasional sign-off on something big, and/or assistance with a communications plan. <br />
<br />
However, as the organizer of a DLF group, you may sometimes need to respond independently to a situation arising outside of your regular meeting cycle. This could happen because:<br />
* another organization, group, or individual is seeking signatories to a statement or commitment to a collaboration, with a quick deadline<br />
* you enter a public conversation related to your DLF group work, on social media or in a face-to-face venue <br />
* you are approached by a member of the press for comment in an article appearing shortly<br />
* something else unexpected happens!<br />
<br />
Situations like these may prompt you to:<br />
* rely on pre-established group norms/authorizations for “emergencies” or short-notice opportunities<br />
* follow your group’s regular decision-making processes but skip a few steps in order to come to quick consensus <br />
* use your wits and best judgement, being especially clear to clarify the extent to which you are speaking independently vs. for your group <br />
* determine independently whether or to what degree DLF staff involvement is needed.<br />
<br />
More info on all of these topics is available below. ''Remember: this wiki is editable! You are warmly invited to share your favorite resources and help refine the advice given here, based on your own experience with DLF groups.''<br />
<br />
== Speaking as individuals and groups == <br />
One of the greatest powers DLF groups have is in speaking from a well-informed, collective position, with a unified voice. DLF group conversations and creations may also inform your personal and professional views, serve as something to reference or point to, and generally become a terrific resource in your day-to-day work. <br />
<br />
Whenever you are called on to represent your group, formally or informally — as well as on occasions when you are speaking as an individual whose opinions have been informed by the work of the group — you should be '''as clear as possible about your own role and stance, and the degree to which what you say does or does not represent the (consensus or diverging) views of fellow group members'''. <br />
<br />
We also ask that you be careful in situations where an individual or group statement might be taken for an official position from the [https://diglib.org/ DLF] or its non-profit parent organization, [https://www.clir.org/ CLIR]. We are always happy to advise on the wording for public announcements, even on short notice!<br />
<br />
== Developing group consensus == <br />
So, how do you foster healthy group consensus and create environments in which all participants can be respected and heard? Here are a few helpful frameworks and resources: <br />
<br />
* https://www.seedsforchange.org.uk/resources (background resources on consensus-based decision-making, including long and short guides and a set of helpful videos)<br />
* https://extension.umn.edu/leadership-development/public-engagement-strategies (includes a section on consensus decision making in public engagement and the pros/cons of other types of decision making) <br />
* https://www.seedsforchange.org.uk/handbookweb.pdf (228-page PDF: Co-operative decision-making for activists, co-ops and communities)<br />
* https://www.seedsforchange.org.uk/quickconsensus (concrete strategies for coming to quick consensus in fast-moving situations)<br />
* https://docs.lita.org/consensus-process-for-virtual-teams/ (a LITA guide with high-level tips on developing consensus in distributed or virtual teams) * * https://www.trainingforchange.org/training_tools/diversity-consensus/ (“Are consensus and diversity at odds?”) <br />
* http://nowviskie.org/2012/lazy-consensus/ (a code4lib talk on “lazy consensus,” which can help shift an organization’s default “no” to a “yes”)<br />
* http://communitymgt.wikia.com/wiki/Warnock%27s_Dilemma (on non-responsiveness, or “Warnock’s Dilemma,” a stumbling block in lazy consensus) <br />
<br />
== Amplification and sign-off from DLF ==<br />
Formal DLF sign-off on group outputs and communications is not usually necessary, but sometimes a check-in is helpful. It’s generally a good idea to keep us informed of upcoming announcements because '''we can amplify your message''' through social media, newsletters, messages to member organizations, in-person events, and more. Keeping DLF staff in the loop also helps us connect your team with aligned work happening in other DLF groups, or with outside organizations and funding or partnership opportunities. <br />
<br />
'''How do you know when to check in?''' We’re happy to hear from you anytime! Call on Team DLF if you would like a boost from our social media accounts or other help getting the word out — and please do a gut check if you think we might need to know about something coming from a grassroots DLF group because it could impact our nonprofit status or our relationships with member institutions, peer organizations, or funders. <br />
<br />
'''What’s the best way to reach us?''' Messages sent to ''info@diglib.org'' will reach the entire DLF staff and get the speediest response. If you’ve already been working with [https://www.diglib.org/about/staff/ a particular DLF staff member] on an issue or feel most comfortable sharing something with just one of us, individual emails are fine! Direct messages sent through various social media platforms are less easily tracked and handed off, so we discourage them as a primary means of contact. <br />
<br />
{| class="wikitable" border="1"<br />
|''“DLF groups are loosely organized by design.”—Stacie Williams''<br />
|}<br />
<br />
Our goal is not to slow you down or place unnecessary controls over your group’s public statements. We pride ourselves on DLF’s light touch, and on our low-bureaucracy, community-based approach. Mostly, we want to boost your good work! We also ask your help in working with us on potentially sensitive issues that could impact our relationships with other organizations and/or our nonprofit status. We might have advice to give or small requests to make with regard to wording and representation. ''When in doubt, please reach out!''<br />
<br />
== Tips for effective communication outside the group == <br />
One of the biggest challenges the DLF team has seen with group communications is the tendency to go heads-down once work begins. We encourage you to create a welcoming environment by sharing periodic news and issuing invitations to others to join. <br />
<br />
* '''DO remember to communicate outside your group!''' <br />
Don’t fall into the trap of only sending messages to the insiders on your email list. Periodic open invitations to group meetings or updates about your work for the wider community are always welcome on ''[https://diglib.org/announce DLF-announce]''! <br />
* '''Always provide context.''' <br />
Don’t forget that this message might be the first time someone is hearing about your work. What is the name of this DLF group? What, in very brief terms, is its overarching purpose? If it’s a sub-group, how does it connect to something larger?<br />
* '''Make a clear request.''' <br />
What is the goal of the current project or activity being shared? What is being asked of the reader? What is the best way to offer feedback or ask a question? If the request is to participate in a survey or provide input, how long should that take? Is there a deadline?<br />
* '''Invite deeper connection.''' <br />
Where can readers find out more about the group? Are there related resources to explore? How can they join an upcoming meeting or otherwise get involved?<br />
* '''Clarify your own role.''' <br />
Most group projects will be shared as a collective effort, credited to the group itself, but if you or others had a specific role to play, please don’t be shy about giving/accepting praise. All group members’ labor and specific contributions are valuable and should be acknowledged! And in situations where you are speaking as a group representative but without having vetted the message ahead of time, or as a private individual whose opinions might be construed to reflect those of your fellow group members or DLF as an organization, you have special obligations. (See above, “Speaking as Individuals and Groups.”)<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Communications_and_Consensus&diff=14195Communications and Consensus2018-08-28T13:40:20Z<p>Nowviskie: /* Amplification and sign-off from DLF */</p>
<hr />
<div>== How can this Organizers' Toolkit section help? == <br />
Much of the work of organizing through DLF involves thoughtful internal and external communication, open and respectful collaboration along shared timelines, and careful consensus-building. We recommend a number of resources in this toolkit as a guide, especially in sections on "[[General Facilitation and Goal-Setting]]" and on "[[Facilitating for Diversity and Inclusion]]." Ideally, the schedules — and tone — you help set for your group’s projects will allow for all voices to be heard. And in a perfect world, you’ll have plenty of time to loop [https://www.diglib.org/about/staff/ Team DLF] in as appropriate, for collegial advice, help where needed, an occasional sign-off on something big, and/or assistance with a communications plan. <br />
<br />
However, as the organizer of a DLF group, you may occasionally need to respond independently to a situation arising outside of your regular meeting cycle. This could happen because:<br />
* another organization, group, or individual is seeking signatories to a statement or commitment to a collaboration, with a quick deadline<br />
* you enter a public conversation related to your DLF group work, on social media or in a face-to-face venue <br />
* you are approached by a member of the press for comment in an article appearing shortly<br />
* something else unexpected happens!<br />
<br />
Situations like these may prompt you to:<br />
* rely on pre-established group norms/authorizations for “emergencies” or short-notice opportunities<br />
* follow your group’s regular decision-making processes but skip a few steps in order to come to quick consensus <br />
* use your wits and best judgement, being especially clear to clarify the extent to which you are speaking independently vs. for your group <br />
* determine independently whether or to what degree DLF staff involvement is needed.<br />
<br />
More info on all of these topics is available below. ''Remember: this wiki is editable! You are warmly invited to share your favorite resources and help refine the advice given here, based on your own experience with DLF groups.''<br />
<br />
== Speaking as individuals and groups == <br />
One of the greatest powers DLF groups have is in speaking from a well-informed, collective position, with a unified voice. DLF group conversations and creations may also inform your personal and professional views, serve as something to reference or point to, and generally become a terrific resource in your day-to-day work. <br />
<br />
Whenever you are called on to represent your group, formally or informally — as well as on occasions when you are speaking as an individual whose opinions have been informed by the work of the group — you should be '''as clear as possible about your own role and stance, and the degree to which what you say does or does not represent the (consensus or diverging) views of fellow group members'''. <br />
<br />
We also ask that you be careful in situations where an individual or group statement might be taken for an official position from the [https://diglib.org/ DLF] or its non-profit parent organization, [https://www.clir.org/ CLIR]. We are always happy to advise on the wording for public announcements, even on short notice!<br />
<br />
== Developing group consensus == <br />
So, how do you foster healthy group consensus and create environments in which all participants can be respected and heard? Here are a few helpful frameworks and resources: <br />
<br />
* https://www.seedsforchange.org.uk/resources (background resources on consensus-based decision-making, including long and short guides and a set of helpful videos)<br />
* https://extension.umn.edu/leadership-development/public-engagement-strategies (includes a section on consensus decision making in public engagement and the pros/cons of other types of decision making) <br />
* https://www.seedsforchange.org.uk/handbookweb.pdf (228-page PDF: Co-operative decision-making for activists, co-ops and communities)<br />
* https://www.seedsforchange.org.uk/quickconsensus (concrete strategies for coming to quick consensus in fast-moving situations)<br />
* https://docs.lita.org/consensus-process-for-virtual-teams/ (a LITA guide with high-level tips on developing consensus in distributed or virtual teams) * * https://www.trainingforchange.org/training_tools/diversity-consensus/ (“Are consensus and diversity at odds?”) <br />
* http://nowviskie.org/2012/lazy-consensus/ (a code4lib talk on “lazy consensus,” which can help shift an organization’s default “no” to a “yes”)<br />
* http://communitymgt.wikia.com/wiki/Warnock%27s_Dilemma (on non-responsiveness, or “Warnock’s Dilemma,” a stumbling block in lazy consensus) <br />
<br />
== Amplification and sign-off from DLF ==<br />
Formal DLF sign-off on group outputs and communications is not usually necessary, but sometimes a check-in is helpful. It’s generally a good idea to keep us informed of upcoming announcements because '''we can amplify your message''' through social media, newsletters, messages to member organizations, in-person events, and more. Keeping DLF staff in the loop also helps us connect your team with aligned work happening in other DLF groups, or with outside organizations and funding or partnership opportunities. <br />
<br />
'''How do you know when to check in?''' We’re happy to hear from you anytime! Call on Team DLF if you would like a boost from our social media accounts or other help getting the word out — and please do a gut check if you think we might need to know about something coming from a grassroots DLF group because it could impact our nonprofit status or our relationships with member institutions, peer organizations, or funders. <br />
<br />
'''What’s the best way to reach us?''' Messages sent to ''info@diglib.org'' will reach the entire DLF staff and get the speediest response. If you’ve already been working with [https://www.diglib.org/about/staff/ a particular DLF staff member] on an issue or feel most comfortable sharing something with just one of us, individual emails are fine! Direct messages sent through various social media platforms are less easily tracked and handed off, so we discourage them as a primary means of contact. <br />
<br />
{| class="wikitable" border="1"<br />
|''“DLF groups are loosely organized by design.”—Stacie Williams''<br />
|}<br />
<br />
Our goal is not to slow you down or place unnecessary controls over your group’s public statements. We pride ourselves on DLF’s light touch, and on our low-bureaucracy, community-based approach. Mostly, we want to boost your good work! We also ask your help in working with us on potentially sensitive issues that could impact our relationships with other organizations and/or our nonprofit status. We might have advice to give or small requests to make with regard to wording and representation. ''When in doubt, please reach out!''<br />
<br />
== Tips for effective communication outside the group == <br />
One of the biggest challenges the DLF team has seen with group communications is the tendency to go heads-down once work begins. We encourage you to create a welcoming environment by sharing periodic news and issuing invitations to others to join. <br />
<br />
* '''DO remember to communicate outside your group!''' <br />
Don’t fall into the trap of only sending messages to the insiders on your email list. Periodic open invitations to group meetings or updates about your work for the wider community are always welcome on ''[https://diglib.org/announce DLF-announce]''! <br />
* '''Always provide context.''' <br />
Don’t forget that this message might be the first time someone is hearing about your work. What is the name of this DLF group? What, in very brief terms, is its overarching purpose? If it’s a sub-group, how does it connect to something larger?<br />
* '''Make a clear request.''' <br />
What is the goal of the current project or activity being shared? What is being asked of the reader? What is the best way to offer feedback or ask a question? If the request is to participate in a survey or provide input, how long should that take? Is there a deadline?<br />
* '''Invite deeper connection.''' <br />
Where can readers find out more about the group? Are there related resources to explore? How can they join an upcoming meeting or otherwise get involved?<br />
* '''Clarify your own role.''' <br />
Most group projects will be shared as a collective effort, credited to the group itself, but if you or others had a specific role to play, please don’t be shy about giving/accepting praise. All group members’ labor and specific contributions are valuable and should be acknowledged! And in situations where you are speaking as a group representative but without having vetted the message ahead of time, or as a private individual whose opinions might be construed to reflect those of your fellow group members or DLF as an organization, you have special obligations. (See above, “Speaking as Individuals and Groups.”)<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Communications_and_Consensus&diff=14194Communications and Consensus2018-08-28T13:35:10Z<p>Nowviskie: /* How can this section help? */</p>
<hr />
<div>== How can this Organizers' Toolkit section help? == <br />
Much of the work of organizing through DLF involves thoughtful internal and external communication, open and respectful collaboration along shared timelines, and careful consensus-building. We recommend a number of resources in this toolkit as a guide, especially in sections on "[[General Facilitation and Goal-Setting]]" and on "[[Facilitating for Diversity and Inclusion]]." Ideally, the schedules — and tone — you help set for your group’s projects will allow for all voices to be heard. And in a perfect world, you’ll have plenty of time to loop [https://www.diglib.org/about/staff/ Team DLF] in as appropriate, for collegial advice, help where needed, an occasional sign-off on something big, and/or assistance with a communications plan. <br />
<br />
However, as the organizer of a DLF group, you may occasionally need to respond independently to a situation arising outside of your regular meeting cycle. This could happen because:<br />
* another organization, group, or individual is seeking signatories to a statement or commitment to a collaboration, with a quick deadline<br />
* you enter a public conversation related to your DLF group work, on social media or in a face-to-face venue <br />
* you are approached by a member of the press for comment in an article appearing shortly<br />
* something else unexpected happens!<br />
<br />
Situations like these may prompt you to:<br />
* rely on pre-established group norms/authorizations for “emergencies” or short-notice opportunities<br />
* follow your group’s regular decision-making processes but skip a few steps in order to come to quick consensus <br />
* use your wits and best judgement, being especially clear to clarify the extent to which you are speaking independently vs. for your group <br />
* determine independently whether or to what degree DLF staff involvement is needed.<br />
<br />
More info on all of these topics is available below. ''Remember: this wiki is editable! You are warmly invited to share your favorite resources and help refine the advice given here, based on your own experience with DLF groups.''<br />
<br />
== Speaking as individuals and groups == <br />
One of the greatest powers DLF groups have is in speaking from a well-informed, collective position, with a unified voice. DLF group conversations and creations may also inform your personal and professional views, serve as something to reference or point to, and generally become a terrific resource in your day-to-day work. <br />
<br />
Whenever you are called on to represent your group, formally or informally — as well as on occasions when you are speaking as an individual whose opinions have been informed by the work of the group — you should be '''as clear as possible about your own role and stance, and the degree to which what you say does or does not represent the (consensus or diverging) views of fellow group members'''. <br />
<br />
We also ask that you be careful in situations where an individual or group statement might be taken for an official position from the [https://diglib.org/ DLF] or its non-profit parent organization, [https://www.clir.org/ CLIR]. We are always happy to advise on the wording for public announcements, even on short notice!<br />
<br />
== Developing group consensus == <br />
So, how do you foster healthy group consensus and create environments in which all participants can be respected and heard? Here are a few helpful frameworks and resources: <br />
<br />
* https://www.seedsforchange.org.uk/resources (background resources on consensus-based decision-making, including long and short guides and a set of helpful videos)<br />
* https://extension.umn.edu/leadership-development/public-engagement-strategies (includes a section on consensus decision making in public engagement and the pros/cons of other types of decision making) <br />
* https://www.seedsforchange.org.uk/handbookweb.pdf (228-page PDF: Co-operative decision-making for activists, co-ops and communities)<br />
* https://www.seedsforchange.org.uk/quickconsensus (concrete strategies for coming to quick consensus in fast-moving situations)<br />
* https://docs.lita.org/consensus-process-for-virtual-teams/ (a LITA guide with high-level tips on developing consensus in distributed or virtual teams) * * https://www.trainingforchange.org/training_tools/diversity-consensus/ (“Are consensus and diversity at odds?”) <br />
* http://nowviskie.org/2012/lazy-consensus/ (a code4lib talk on “lazy consensus,” which can help shift an organization’s default “no” to a “yes”)<br />
* http://communitymgt.wikia.com/wiki/Warnock%27s_Dilemma (on non-responsiveness, or “Warnock’s Dilemma,” a stumbling block in lazy consensus) <br />
<br />
== Amplification and sign-off from DLF ==<br />
Formal DLF sign-off on group outputs and communications is not usually necessary, but sometimes a check-in is helpful. It’s generally a good idea to keep us informed of upcoming announcements because '''we can amplify your message''' through social media, newsletters, messages to member organizations, in-person events, and more. Keeping DLF staff in the loop also helps us connect your team with aligned work happening in other DLF groups, or with outside organizations and funding or partnership opportunities. <br />
<br />
'''How do you know when to check in?''' We’re happy to hear from you anytime! Call on Team DLF if you would like a boost from our social media accounts or other help getting the word out — and please do a gut check if you think we might need to know about something coming from a grassroots DLF group because it could impact our nonprofit status or our relationships with member institutions, peer organizations, or funders. <br />
<br />
'''What’s the best way to reach us?''' Messages sent to ''info@diglib.org'' will reach the entire DLF staff and get the speediest response. If you’ve already been working with [https://www.diglib.org/about/staff/ a particular DLF staff member] on an issue or feel most comfortable sharing something with just one of us, individual emails are fine! Direct messages sent through various social media platforms are less easily tracked and handed off, so we discourage them as a primary means of contact. <br />
<br />
Our goal is not to slow you down or place unnecessary controls over your group’s public statements. We pride ourselves on DLF’s light touch, and on our low-bureaucracy, community-based approach. Mostly, we want to boost your good work! We also ask your help in working with us on potentially sensitive issues that could impact our relationships with other organizations and/or our nonprofit status. We might have advice to give or small requests to make with regard to wording and representation. ''When in doubt, please reach out!''<br />
<br />
== Tips for effective communication outside the group == <br />
One of the biggest challenges the DLF team has seen with group communications is the tendency to go heads-down once work begins. We encourage you to create a welcoming environment by sharing periodic news and issuing invitations to others to join. <br />
<br />
* '''DO remember to communicate outside your group!''' <br />
Don’t fall into the trap of only sending messages to the insiders on your email list. Periodic open invitations to group meetings or updates about your work for the wider community are always welcome on ''[https://diglib.org/announce DLF-announce]''! <br />
* '''Always provide context.''' <br />
Don’t forget that this message might be the first time someone is hearing about your work. What is the name of this DLF group? What, in very brief terms, is its overarching purpose? If it’s a sub-group, how does it connect to something larger?<br />
* '''Make a clear request.''' <br />
What is the goal of the current project or activity being shared? What is being asked of the reader? What is the best way to offer feedback or ask a question? If the request is to participate in a survey or provide input, how long should that take? Is there a deadline?<br />
* '''Invite deeper connection.''' <br />
Where can readers find out more about the group? Are there related resources to explore? How can they join an upcoming meeting or otherwise get involved?<br />
* '''Clarify your own role.''' <br />
Most group projects will be shared as a collective effort, credited to the group itself, but if you or others had a specific role to play, please don’t be shy about giving/accepting praise. All group members’ labor and specific contributions are valuable and should be acknowledged! And in situations where you are speaking as a group representative but without having vetted the message ahead of time, or as a private individual whose opinions might be construed to reflect those of your fellow group members or DLF as an organization, you have special obligations. (See above, “Speaking as Individuals and Groups.”)<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Communications_and_Consensus&diff=14193Communications and Consensus2018-08-28T13:30:27Z<p>Nowviskie: </p>
<hr />
<div>== How can this section help? == <br />
Much of the work of organizing through DLF involves thoughtful internal and external communication, open and respectful collaboration along shared timelines, and careful consensus-building. We recommend a number of resources in this toolkit as a guide, especially in sections on "[[General Facilitation and Goal-Setting]]" and on "[[Facilitating for Diversity and Inclusion]]." Ideally, the schedules — and tone — you help set for your group’s projects will allow for all voices to be heard. And in a perfect world, you’ll have plenty of time to loop [https://www.diglib.org/about/staff/ Team DLF] in as appropriate, for collegial advice, help where needed, an occasional sign-off on something big, and/or assistance with a communications plan. <br />
<br />
However, as the organizer of a DLF group, you may occasionally need to respond independently to a situation arising outside of your regular meeting cycle. This could happen because:<br />
* another organization, group, or individual is seeking signatories to a statement or commitment to a collaboration, with a quick deadline<br />
* you enter a public conversation related to your DLF group work, on social media or in a face-to-face venue <br />
* you are approached by a member of the press for comment in an article appearing shortly<br />
* something else unexpected happens!<br />
<br />
Situations like these may prompt you to:<br />
* rely on pre-established group norms/authorizations for “emergencies” or short-notice opportunities<br />
* follow your group’s regular decision-making processes but skip a few steps in order to come to quick consensus <br />
* use your wits and best judgement, being especially clear to clarify the extent to which you are speaking independently vs. for your group <br />
* determine independently whether or to what degree DLF staff involvement is needed.<br />
<br />
More info on all of these topics is available below. ''Remember: this wiki is editable! You are warmly invited to share your favorite resources and help refine the advice given here, based on your own experience with DLF groups.''<br />
<br />
== Speaking as individuals and groups == <br />
One of the greatest powers DLF groups have is in speaking from a well-informed, collective position, with a unified voice. DLF group conversations and creations may also inform your personal and professional views, serve as something to reference or point to, and generally become a terrific resource in your day-to-day work. <br />
<br />
Whenever you are called on to represent your group, formally or informally — as well as on occasions when you are speaking as an individual whose opinions have been informed by the work of the group — you should be '''as clear as possible about your own role and stance, and the degree to which what you say does or does not represent the (consensus or diverging) views of fellow group members'''. <br />
<br />
We also ask that you be careful in situations where an individual or group statement might be taken for an official position from the [https://diglib.org/ DLF] or its non-profit parent organization, [https://www.clir.org/ CLIR]. We are always happy to advise on the wording for public announcements, even on short notice!<br />
<br />
== Developing group consensus == <br />
So, how do you foster healthy group consensus and create environments in which all participants can be respected and heard? Here are a few helpful frameworks and resources: <br />
<br />
* https://www.seedsforchange.org.uk/resources (background resources on consensus-based decision-making, including long and short guides and a set of helpful videos)<br />
* https://extension.umn.edu/leadership-development/public-engagement-strategies (includes a section on consensus decision making in public engagement and the pros/cons of other types of decision making) <br />
* https://www.seedsforchange.org.uk/handbookweb.pdf (228-page PDF: Co-operative decision-making for activists, co-ops and communities)<br />
* https://www.seedsforchange.org.uk/quickconsensus (concrete strategies for coming to quick consensus in fast-moving situations)<br />
* https://docs.lita.org/consensus-process-for-virtual-teams/ (a LITA guide with high-level tips on developing consensus in distributed or virtual teams) * * https://www.trainingforchange.org/training_tools/diversity-consensus/ (“Are consensus and diversity at odds?”) <br />
* http://nowviskie.org/2012/lazy-consensus/ (a code4lib talk on “lazy consensus,” which can help shift an organization’s default “no” to a “yes”)<br />
* http://communitymgt.wikia.com/wiki/Warnock%27s_Dilemma (on non-responsiveness, or “Warnock’s Dilemma,” a stumbling block in lazy consensus) <br />
<br />
== Amplification and sign-off from DLF ==<br />
Formal DLF sign-off on group outputs and communications is not usually necessary, but sometimes a check-in is helpful. It’s generally a good idea to keep us informed of upcoming announcements because '''we can amplify your message''' through social media, newsletters, messages to member organizations, in-person events, and more. Keeping DLF staff in the loop also helps us connect your team with aligned work happening in other DLF groups, or with outside organizations and funding or partnership opportunities. <br />
<br />
'''How do you know when to check in?''' We’re happy to hear from you anytime! Call on Team DLF if you would like a boost from our social media accounts or other help getting the word out — and please do a gut check if you think we might need to know about something coming from a grassroots DLF group because it could impact our nonprofit status or our relationships with member institutions, peer organizations, or funders. <br />
<br />
'''What’s the best way to reach us?''' Messages sent to ''info@diglib.org'' will reach the entire DLF staff and get the speediest response. If you’ve already been working with [https://www.diglib.org/about/staff/ a particular DLF staff member] on an issue or feel most comfortable sharing something with just one of us, individual emails are fine! Direct messages sent through various social media platforms are less easily tracked and handed off, so we discourage them as a primary means of contact. <br />
<br />
Our goal is not to slow you down or place unnecessary controls over your group’s public statements. We pride ourselves on DLF’s light touch, and on our low-bureaucracy, community-based approach. Mostly, we want to boost your good work! We also ask your help in working with us on potentially sensitive issues that could impact our relationships with other organizations and/or our nonprofit status. We might have advice to give or small requests to make with regard to wording and representation. ''When in doubt, please reach out!''<br />
<br />
== Tips for effective communication outside the group == <br />
One of the biggest challenges the DLF team has seen with group communications is the tendency to go heads-down once work begins. We encourage you to create a welcoming environment by sharing periodic news and issuing invitations to others to join. <br />
<br />
* '''DO remember to communicate outside your group!''' <br />
Don’t fall into the trap of only sending messages to the insiders on your email list. Periodic open invitations to group meetings or updates about your work for the wider community are always welcome on ''[https://diglib.org/announce DLF-announce]''! <br />
* '''Always provide context.''' <br />
Don’t forget that this message might be the first time someone is hearing about your work. What is the name of this DLF group? What, in very brief terms, is its overarching purpose? If it’s a sub-group, how does it connect to something larger?<br />
* '''Make a clear request.''' <br />
What is the goal of the current project or activity being shared? What is being asked of the reader? What is the best way to offer feedback or ask a question? If the request is to participate in a survey or provide input, how long should that take? Is there a deadline?<br />
* '''Invite deeper connection.''' <br />
Where can readers find out more about the group? Are there related resources to explore? How can they join an upcoming meeting or otherwise get involved?<br />
* '''Clarify your own role.''' <br />
Most group projects will be shared as a collective effort, credited to the group itself, but if you or others had a specific role to play, please don’t be shy about giving/accepting praise. All group members’ labor and specific contributions are valuable and should be acknowledged! And in situations where you are speaking as a group representative but without having vetted the message ahead of time, or as a private individual whose opinions might be construed to reflect those of your fellow group members or DLF as an organization, you have special obligations. (See above, “Speaking as Individuals and Groups.”)<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Communications_and_Consensus&diff=14192Communications and Consensus2018-08-28T13:23:37Z<p>Nowviskie: /* How can this section help? */</p>
<hr />
<div>== How can this section help? == <br />
Much of the work of organizing through DLF involves thoughtful internal and external communication, open and respectful collaboration along shared timelines, and careful consensus-building. We recommend a number of resources in this toolkit as a guide, especially in sections on "[[General Facilitation and Goal-Setting]]" and on "[[Facilitating for Diversity and Inclusion]]." Ideally, the schedules — and tone — you help set for your group’s projects will allow for all voices to be heard. And in a perfect world, you’ll have plenty of time to loop [https://www.diglib.org/about/staff/ Team DLF] in as appropriate, for collegial advice, help where needed, an occasional sign-off on something big, and/or assistance with a communications plan. <br />
<br />
However, as the organizer of a DLF group, you may occasionally need to respond independently to a situation arising outside of your regular meeting cycle. This could happen because:<br />
* another organization, group, or individual is seeking signatories to a statement or commitment to a collaboration, with a quick deadline<br />
* you enter a public conversation related to your DLF group work, on social media or in a face-to-face venue <br />
* you are approached by a member of the press for comment in an article appearing shortly<br />
* something else unexpected happens!<br />
<br />
Situations like these may prompt you to:<br />
* rely on pre-established group norms/authorizations for “emergencies” or short-notice opportunities<br />
* follow your group’s regular decision-making processes but skip a few steps in order to come to quick consensus <br />
* use your wits and best judgement, being especially clear to clarify the extent to which you are speaking independently vs. for your group <br />
* determine independently whether or to what degree DLF staff involvement is needed.<br />
<br />
More info on all of these topics is available below. ''Remember: this wiki is editable! You are warmly invited to share your favorite resources and help refine the advice given here, based on your own experience with DLF groups.''<br />
<br />
== Speaking as individuals and groups == <br />
One of the greatest powers DLF groups have is in speaking from a well-informed, collective position, with a unified voice. DLF group conversations and creations may also inform your personal and professional views, serve as something to reference or point to, and generally become a terrific resource in your day-to-day work. <br />
<br />
Whenever you are called on to represent your group, formally or informally — as well as on occasions when you are speaking as an individual whose opinions have been informed by the work of the group — you should be '''as clear as possible about your own role and stance, and the degree to which what you say does or does not represent the (consensus or diverging) views of fellow group members'''. <br />
<br />
We also ask that you be careful in situations where an individual or group statement might be taken for an official position from the [https://diglib.org/ DLF] or its non-profit parent organization, [https://www.clir.org/ CLIR]. We are always happy to advise on the wording for public announcements, even on short notice!<br />
<br />
== Developing group consensus == <br />
So, how do you foster healthy group consensus and create environments in which all participants can be respected and heard? Here are a few helpful frameworks and resources: <br />
<br />
* https://www.seedsforchange.org.uk/resources (background resources on consensus-based decision-making, including long and short guides and a set of helpful videos)<br />
* https://extension.umn.edu/leadership-development/public-engagement-strategies (includes a section on consensus decision making in public engagement and the pros/cons of other types of decision making) <br />
* https://www.seedsforchange.org.uk/handbookweb.pdf (228-page PDF: Co-operative decision-making for activists, co-ops and communities)<br />
* https://www.seedsforchange.org.uk/quickconsensus (concrete strategies for coming to quick consensus in fast-moving situations)<br />
* https://docs.lita.org/consensus-process-for-virtual-teams/ (a LITA guide with high-level tips on developing consensus in distributed or virtual teams) * * https://www.trainingforchange.org/training_tools/diversity-consensus/ (“Are consensus and diversity at odds?”) <br />
* http://nowviskie.org/2012/lazy-consensus/ (a code4lib talk on “lazy consensus,” which can help shift an organization’s default “no” to a “yes”)<br />
* http://communitymgt.wikia.com/wiki/Warnock%27s_Dilemma (on non-responsiveness, or “Warnock’s Dilemma,” a stumbling block in lazy consensus) <br />
<br />
== Amplification and sign-off from DLF ==<br />
Formal DLF sign-off on group outputs and communications is not usually necessary, but sometimes a check-in is helpful. It’s generally a good idea to keep us informed of upcoming announcements because '''we can amplify your message''' through social media, newsletters, messages to member organizations, in-person events, and more. Keeping DLF staff in the loop also helps us connect your team with aligned work happening in other DLF groups, or with outside organizations and funding or partnership opportunities. <br />
<br />
'''How do you know when to check in?''' We’re happy to hear from you anytime! Call on Team DLF if you would like a boost from our social media accounts or other help getting the word out — and please do a gut check if you think we might need to know about something coming from a grassroots DLF group because it could impact our nonprofit status or our relationships with member institutions, peer organizations, or funders. <br />
<br />
'''What’s the best way to reach us?''' Messages sent to ''info@diglib.org'' will reach the entire DLF staff and get the speediest response. If you’ve already been working with [https://www.diglib.org/about/staff/ a particular DLF staff member] on an issue or feel most comfortable sharing something with just one of us, individual emails are fine! Direct messages sent through various social media platforms are less easily tracked and handed off, so we discourage them as a primary means of contact. <br />
<br />
Our goal is not to slow you down or place unnecessary controls over your group’s public statements. We pride ourselves on DLF’s light touch, and on our low-bureaucracy, community-based approach. Mostly, we want to boost your good work! We also ask your help in working with us on potentially sensitive issues that could impact our relationships with other organizations and/or our nonprofit status. We might have advice to give or small requests to make with regard to wording and representation. ''When in doubt, please reach out!''<br />
<br />
== Tips for effective communication outside the group == <br />
One of the biggest challenges the DLF team has seen with group communications is the tendency to go heads-down once work begins. We encourage you to create a welcoming environment by sharing periodic news and issuing invitations to others to join. <br />
<br />
* '''DO remember to communicate outside your group!''' <br />
Don’t fall into the trap of only sending messages to the insiders on your email list. Periodic open invitations to group meetings or updates about your work for the wider community are always welcome on ''[https://diglib.org/announce DLF-announce]''! <br />
* '''Always provide context.''' <br />
Don’t forget that this message might be the first time someone is hearing about your work. What is the name of this DLF group? What, in very brief terms, is its overarching purpose? If it’s a sub-group, how does it connect to something larger?<br />
* '''Make a clear request.''' <br />
What is the goal of the current project or activity being shared? What is being asked of the reader? What is the best way to offer feedback or ask a question? If the request is to participate in a survey or provide input, how long should that take? Is there a deadline?<br />
* '''Invite deeper connection.''' <br />
Where can readers find out more about the group? Are there related resources to explore? How can they join an upcoming meeting or otherwise get involved?<br />
* '''Clarify your own role.''' <br />
Most group projects will be shared as a collective effort, credited to the group itself, but if you or others had a specific role to play, please don’t be shy about giving/accepting praise. All group members’ labor and specific contributions are valuable and should be acknowledged! And in situations where you are speaking as a group representative but without having vetted the message ahead of time, or as a private individual whose opinions might be construed to reflect those of your fellow group members or DLF as an organization, you have special obligations. (See above, “Speaking as Individuals and Groups.”)</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Communications_and_Consensus&diff=14191Communications and Consensus2018-08-28T13:04:52Z<p>Nowviskie: /* How can this section help? */</p>
<hr />
<div>== How can this section help? == <br />
Much of the work of organizing through DLF involves thoughtful internal and external communication, open and respectful collaboration along shared timelines, and careful consensus-building. We recommend a number of resources in this toolkit as a guide, especially in sections on [[General Facilitation and Goal-Setting]] and on [[Facilitating for Diversity and Inclusion]]. Ideally, the schedules — and tone — you help set for your group’s projects will allow for all voices to be heard. And in a perfect world, you’ll have plenty of time to loop [https://www.diglib.org/about/staff/ Team DLF] in as appropriate, for collegial advice, help where needed, an occasional sign-off on something big, and/or assistance with a communications plan. <br />
<br />
However, as the organizer of a DLF group, you may occasionally need to respond independently to a situation arising outside of your regular meeting cycle. This could happen because:<br />
* another organization, group, or individual is seeking signatories to a statement or commitment to a collaboration, with a quick deadline<br />
* you enter a public conversation related to your DLF group work, on social media or in a face-to-face venue <br />
* you are approached by a member of the press for comment in an article appearing shortly<br />
* something else unexpected happens!<br />
<br />
Situations like these may prompt you to:<br />
* rely on pre-established group norms/authorizations for “emergencies” or short-notice opportunities<br />
* follow your group’s regular decision-making processes but skip a few steps in order to come to quick consensus <br />
* use your wits and best judgement, being especially clear to clarify the extent to which you are speaking independently vs. for your group <br />
* determine independently whether or to what degree DLF staff involvement is needed.<br />
<br />
More info on all of these topics is available below. ''Remember: this wiki is editable! You are warmly invited to share your favorite resources and help refine the advice given here, based on your own experience with DLF groups.''<br />
<br />
== Speaking as individuals and groups == <br />
One of the greatest powers DLF groups have is in speaking from a well-informed, collective position, with a unified voice. DLF group conversations and creations may also inform your personal and professional views, serve as something to reference or point to, and generally become a terrific resource in your day-to-day work. <br />
<br />
Whenever you are called on to represent your group, formally or informally — as well as on occasions when you are speaking as an individual whose opinions have been informed by the work of the group — you should be '''as clear as possible about your own role and stance, and the degree to which what you say does or does not represent the (consensus or diverging) views of fellow group members'''. <br />
<br />
We also ask that you be careful in situations where an individual or group statement might be taken for an official position from the [https://diglib.org/ DLF] or its non-profit parent organization, [https://www.clir.org/ CLIR]. We are always happy to advise on the wording for public announcements, even on short notice!<br />
<br />
== Developing group consensus == <br />
So, how do you foster healthy group consensus and create environments in which all participants can be respected and heard? Here are a few helpful frameworks and resources: <br />
<br />
* https://www.seedsforchange.org.uk/resources (background resources on consensus-based decision-making, including long and short guides and a set of helpful videos)<br />
* https://extension.umn.edu/leadership-development/public-engagement-strategies (includes a section on consensus decision making in public engagement and the pros/cons of other types of decision making) <br />
* https://www.seedsforchange.org.uk/handbookweb.pdf (228-page PDF: Co-operative decision-making for activists, co-ops and communities)<br />
* https://www.seedsforchange.org.uk/quickconsensus (concrete strategies for coming to quick consensus in fast-moving situations)<br />
* https://docs.lita.org/consensus-process-for-virtual-teams/ (a LITA guide with high-level tips on developing consensus in distributed or virtual teams) * * https://www.trainingforchange.org/training_tools/diversity-consensus/ (“Are consensus and diversity at odds?”) <br />
* http://nowviskie.org/2012/lazy-consensus/ (a code4lib talk on “lazy consensus,” which can help shift an organization’s default “no” to a “yes”)<br />
* http://communitymgt.wikia.com/wiki/Warnock%27s_Dilemma (on non-responsiveness, or “Warnock’s Dilemma,” a stumbling block in lazy consensus) <br />
<br />
== Amplification and sign-off from DLF ==<br />
Formal DLF sign-off on group outputs and communications is not usually necessary, but sometimes a check-in is helpful. It’s generally a good idea to keep us informed of upcoming announcements because '''we can amplify your message''' through social media, newsletters, messages to member organizations, in-person events, and more. Keeping DLF staff in the loop also helps us connect your team with aligned work happening in other DLF groups, or with outside organizations and funding or partnership opportunities. <br />
<br />
'''How do you know when to check in?''' We’re happy to hear from you anytime! Call on Team DLF if you would like a boost from our social media accounts or other help getting the word out — and please do a gut check if you think we might need to know about something coming from a grassroots DLF group because it could impact our nonprofit status or our relationships with member institutions, peer organizations, or funders. <br />
<br />
'''What’s the best way to reach us?''' Messages sent to ''info@diglib.org'' will reach the entire DLF staff and get the speediest response. If you’ve already been working with [https://www.diglib.org/about/staff/ a particular DLF staff member] on an issue or feel most comfortable sharing something with just one of us, individual emails are fine! Direct messages sent through various social media platforms are less easily tracked and handed off, so we discourage them as a primary means of contact. <br />
<br />
Our goal is not to slow you down or place unnecessary controls over your group’s public statements. We pride ourselves on DLF’s light touch, and on our low-bureaucracy, community-based approach. Mostly, we want to boost your good work! We also ask your help in working with us on potentially sensitive issues that could impact our relationships with other organizations and/or our nonprofit status. We might have advice to give or small requests to make with regard to wording and representation. ''When in doubt, please reach out!''<br />
<br />
== Tips for effective communication outside the group == <br />
One of the biggest challenges the DLF team has seen with group communications is the tendency to go heads-down once work begins. We encourage you to create a welcoming environment by sharing periodic news and issuing invitations to others to join. <br />
<br />
* '''DO remember to communicate outside your group!''' <br />
Don’t fall into the trap of only sending messages to the insiders on your email list. Periodic open invitations to group meetings or updates about your work for the wider community are always welcome on ''[https://diglib.org/announce DLF-announce]''! <br />
* '''Always provide context.''' <br />
Don’t forget that this message might be the first time someone is hearing about your work. What is the name of this DLF group? What, in very brief terms, is its overarching purpose? If it’s a sub-group, how does it connect to something larger?<br />
* '''Make a clear request.''' <br />
What is the goal of the current project or activity being shared? What is being asked of the reader? What is the best way to offer feedback or ask a question? If the request is to participate in a survey or provide input, how long should that take? Is there a deadline?<br />
* '''Invite deeper connection.''' <br />
Where can readers find out more about the group? Are there related resources to explore? How can they join an upcoming meeting or otherwise get involved?<br />
* '''Clarify your own role.''' <br />
Most group projects will be shared as a collective effort, credited to the group itself, but if you or others had a specific role to play, please don’t be shy about giving/accepting praise. All group members’ labor and specific contributions are valuable and should be acknowledged! And in situations where you are speaking as a group representative but without having vetted the message ahead of time, or as a private individual whose opinions might be construed to reflect those of your fellow group members or DLF as an organization, you have special obligations. (See above, “Speaking as Individuals and Groups.”)</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Communications_and_Consensus&diff=14190Communications and Consensus2018-08-28T13:02:23Z<p>Nowviskie: /* Tips for effective communication outside the group */</p>
<hr />
<div>== How can this section help? == <br />
Much of the work of organizing through DLF involves thoughtful communication, open and respectful collaboration along shared timelines, and careful consensus-building. We recommend a number of resources in this toolkit as a guide, especially in sections on [[General Facilitation and Goal-Setting]] and on [[Facilitating for Diversity and Inclusion]]. Ideally, the schedules — and tone — you help set for your group’s projects will allow for all voices to be heard. And in a perfect world, you’ll have plenty of time to loop [https://www.diglib.org/about/staff/ Team DLF] in as appropriate, for collegial advice, help where needed, an occasional sign-off on something big, and/or assistance with a communications plan. <br />
<br />
However, as the organizer of a DLF group, you may occasionally need to respond independently to a situation arising outside of your regular meeting cycle. This could happen because:<br />
* another organization, group, or individual is seeking signatories to a statement or commitment to a collaboration, with a quick deadline<br />
* you enter a public conversation related to your DLF group work, on social media or in a face-to-face venue <br />
* you are approached by a member of the press for comment in an article appearing shortly<br />
* something else unexpected happens!<br />
<br />
Situations like these may prompt you to:<br />
* rely on pre-established group norms/authorizations for “emergencies” or short-notice opportunities<br />
* follow your group’s regular decision-making processes but skip a few steps in order to come to quick consensus <br />
* use your wits and best judgement, being especially clear to clarify the extent to which you are speaking independently vs. for your group <br />
* determine independently whether or to what degree DLF staff involvement is needed.<br />
<br />
More info on all of these topics is available below. ''Remember: this wiki is editable! You are warmly invited to share your favorite resources and help refine the advice given here, based on your own experience with DLF groups.''<br />
<br />
== Speaking as individuals and groups == <br />
One of the greatest powers DLF groups have is in speaking from a well-informed, collective position, with a unified voice. DLF group conversations and creations may also inform your personal and professional views, serve as something to reference or point to, and generally become a terrific resource in your day-to-day work. <br />
<br />
Whenever you are called on to represent your group, formally or informally — as well as on occasions when you are speaking as an individual whose opinions have been informed by the work of the group — you should be '''as clear as possible about your own role and stance, and the degree to which what you say does or does not represent the (consensus or diverging) views of fellow group members'''. <br />
<br />
We also ask that you be careful in situations where an individual or group statement might be taken for an official position from the [https://diglib.org/ DLF] or its non-profit parent organization, [https://www.clir.org/ CLIR]. We are always happy to advise on the wording for public announcements, even on short notice!<br />
<br />
== Developing group consensus == <br />
So, how do you foster healthy group consensus and create environments in which all participants can be respected and heard? Here are a few helpful frameworks and resources: <br />
<br />
* https://www.seedsforchange.org.uk/resources (background resources on consensus-based decision-making, including long and short guides and a set of helpful videos)<br />
* https://extension.umn.edu/leadership-development/public-engagement-strategies (includes a section on consensus decision making in public engagement and the pros/cons of other types of decision making) <br />
* https://www.seedsforchange.org.uk/handbookweb.pdf (228-page PDF: Co-operative decision-making for activists, co-ops and communities)<br />
* https://www.seedsforchange.org.uk/quickconsensus (concrete strategies for coming to quick consensus in fast-moving situations)<br />
* https://docs.lita.org/consensus-process-for-virtual-teams/ (a LITA guide with high-level tips on developing consensus in distributed or virtual teams) * * https://www.trainingforchange.org/training_tools/diversity-consensus/ (“Are consensus and diversity at odds?”) <br />
* http://nowviskie.org/2012/lazy-consensus/ (a code4lib talk on “lazy consensus,” which can help shift an organization’s default “no” to a “yes”)<br />
* http://communitymgt.wikia.com/wiki/Warnock%27s_Dilemma (on non-responsiveness, or “Warnock’s Dilemma,” a stumbling block in lazy consensus) <br />
<br />
== Amplification and sign-off from DLF ==<br />
Formal DLF sign-off on group outputs and communications is not usually necessary, but sometimes a check-in is helpful. It’s generally a good idea to keep us informed of upcoming announcements because '''we can amplify your message''' through social media, newsletters, messages to member organizations, in-person events, and more. Keeping DLF staff in the loop also helps us connect your team with aligned work happening in other DLF groups, or with outside organizations and funding or partnership opportunities. <br />
<br />
'''How do you know when to check in?''' We’re happy to hear from you anytime! Call on Team DLF if you would like a boost from our social media accounts or other help getting the word out — and please do a gut check if you think we might need to know about something coming from a grassroots DLF group because it could impact our nonprofit status or our relationships with member institutions, peer organizations, or funders. <br />
<br />
'''What’s the best way to reach us?''' Messages sent to ''info@diglib.org'' will reach the entire DLF staff and get the speediest response. If you’ve already been working with [https://www.diglib.org/about/staff/ a particular DLF staff member] on an issue or feel most comfortable sharing something with just one of us, individual emails are fine! Direct messages sent through various social media platforms are less easily tracked and handed off, so we discourage them as a primary means of contact. <br />
<br />
Our goal is not to slow you down or place unnecessary controls over your group’s public statements. We pride ourselves on DLF’s light touch, and on our low-bureaucracy, community-based approach. Mostly, we want to boost your good work! We also ask your help in working with us on potentially sensitive issues that could impact our relationships with other organizations and/or our nonprofit status. We might have advice to give or small requests to make with regard to wording and representation. ''When in doubt, please reach out!''<br />
<br />
== Tips for effective communication outside the group == <br />
One of the biggest challenges the DLF team has seen with group communications is the tendency to go heads-down once work begins. We encourage you to create a welcoming environment by sharing periodic news and issuing invitations to others to join. <br />
<br />
* '''DO remember to communicate outside your group!''' <br />
Don’t fall into the trap of only sending messages to the insiders on your email list. Periodic open invitations to group meetings or updates about your work for the wider community are always welcome on ''[https://diglib.org/announce DLF-announce]''! <br />
* '''Always provide context.''' <br />
Don’t forget that this message might be the first time someone is hearing about your work. What is the name of this DLF group? What, in very brief terms, is its overarching purpose? If it’s a sub-group, how does it connect to something larger?<br />
* '''Make a clear request.''' <br />
What is the goal of the current project or activity being shared? What is being asked of the reader? What is the best way to offer feedback or ask a question? If the request is to participate in a survey or provide input, how long should that take? Is there a deadline?<br />
* '''Invite deeper connection.''' <br />
Where can readers find out more about the group? Are there related resources to explore? How can they join an upcoming meeting or otherwise get involved?<br />
* '''Clarify your own role.''' <br />
Most group projects will be shared as a collective effort, credited to the group itself, but if you or others had a specific role to play, please don’t be shy about giving/accepting praise. All group members’ labor and specific contributions are valuable and should be acknowledged! And in situations where you are speaking as a group representative but without having vetted the message ahead of time, or as a private individual whose opinions might be construed to reflect those of your fellow group members or DLF as an organization, you have special obligations. (See above, “Speaking as Individuals and Groups.”)</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Communications_and_Consensus&diff=14189Communications and Consensus2018-08-28T13:01:36Z<p>Nowviskie: /* Amplification and sign-off from DLF */</p>
<hr />
<div>== How can this section help? == <br />
Much of the work of organizing through DLF involves thoughtful communication, open and respectful collaboration along shared timelines, and careful consensus-building. We recommend a number of resources in this toolkit as a guide, especially in sections on [[General Facilitation and Goal-Setting]] and on [[Facilitating for Diversity and Inclusion]]. Ideally, the schedules — and tone — you help set for your group’s projects will allow for all voices to be heard. And in a perfect world, you’ll have plenty of time to loop [https://www.diglib.org/about/staff/ Team DLF] in as appropriate, for collegial advice, help where needed, an occasional sign-off on something big, and/or assistance with a communications plan. <br />
<br />
However, as the organizer of a DLF group, you may occasionally need to respond independently to a situation arising outside of your regular meeting cycle. This could happen because:<br />
* another organization, group, or individual is seeking signatories to a statement or commitment to a collaboration, with a quick deadline<br />
* you enter a public conversation related to your DLF group work, on social media or in a face-to-face venue <br />
* you are approached by a member of the press for comment in an article appearing shortly<br />
* something else unexpected happens!<br />
<br />
Situations like these may prompt you to:<br />
* rely on pre-established group norms/authorizations for “emergencies” or short-notice opportunities<br />
* follow your group’s regular decision-making processes but skip a few steps in order to come to quick consensus <br />
* use your wits and best judgement, being especially clear to clarify the extent to which you are speaking independently vs. for your group <br />
* determine independently whether or to what degree DLF staff involvement is needed.<br />
<br />
More info on all of these topics is available below. ''Remember: this wiki is editable! You are warmly invited to share your favorite resources and help refine the advice given here, based on your own experience with DLF groups.''<br />
<br />
== Speaking as individuals and groups == <br />
One of the greatest powers DLF groups have is in speaking from a well-informed, collective position, with a unified voice. DLF group conversations and creations may also inform your personal and professional views, serve as something to reference or point to, and generally become a terrific resource in your day-to-day work. <br />
<br />
Whenever you are called on to represent your group, formally or informally — as well as on occasions when you are speaking as an individual whose opinions have been informed by the work of the group — you should be '''as clear as possible about your own role and stance, and the degree to which what you say does or does not represent the (consensus or diverging) views of fellow group members'''. <br />
<br />
We also ask that you be careful in situations where an individual or group statement might be taken for an official position from the [https://diglib.org/ DLF] or its non-profit parent organization, [https://www.clir.org/ CLIR]. We are always happy to advise on the wording for public announcements, even on short notice!<br />
<br />
== Developing group consensus == <br />
So, how do you foster healthy group consensus and create environments in which all participants can be respected and heard? Here are a few helpful frameworks and resources: <br />
<br />
* https://www.seedsforchange.org.uk/resources (background resources on consensus-based decision-making, including long and short guides and a set of helpful videos)<br />
* https://extension.umn.edu/leadership-development/public-engagement-strategies (includes a section on consensus decision making in public engagement and the pros/cons of other types of decision making) <br />
* https://www.seedsforchange.org.uk/handbookweb.pdf (228-page PDF: Co-operative decision-making for activists, co-ops and communities)<br />
* https://www.seedsforchange.org.uk/quickconsensus (concrete strategies for coming to quick consensus in fast-moving situations)<br />
* https://docs.lita.org/consensus-process-for-virtual-teams/ (a LITA guide with high-level tips on developing consensus in distributed or virtual teams) * * https://www.trainingforchange.org/training_tools/diversity-consensus/ (“Are consensus and diversity at odds?”) <br />
* http://nowviskie.org/2012/lazy-consensus/ (a code4lib talk on “lazy consensus,” which can help shift an organization’s default “no” to a “yes”)<br />
* http://communitymgt.wikia.com/wiki/Warnock%27s_Dilemma (on non-responsiveness, or “Warnock’s Dilemma,” a stumbling block in lazy consensus) <br />
<br />
== Amplification and sign-off from DLF ==<br />
Formal DLF sign-off on group outputs and communications is not usually necessary, but sometimes a check-in is helpful. It’s generally a good idea to keep us informed of upcoming announcements because '''we can amplify your message''' through social media, newsletters, messages to member organizations, in-person events, and more. Keeping DLF staff in the loop also helps us connect your team with aligned work happening in other DLF groups, or with outside organizations and funding or partnership opportunities. <br />
<br />
'''How do you know when to check in?''' We’re happy to hear from you anytime! Call on Team DLF if you would like a boost from our social media accounts or other help getting the word out — and please do a gut check if you think we might need to know about something coming from a grassroots DLF group because it could impact our nonprofit status or our relationships with member institutions, peer organizations, or funders. <br />
<br />
'''What’s the best way to reach us?''' Messages sent to ''info@diglib.org'' will reach the entire DLF staff and get the speediest response. If you’ve already been working with [https://www.diglib.org/about/staff/ a particular DLF staff member] on an issue or feel most comfortable sharing something with just one of us, individual emails are fine! Direct messages sent through various social media platforms are less easily tracked and handed off, so we discourage them as a primary means of contact. <br />
<br />
Our goal is not to slow you down or place unnecessary controls over your group’s public statements. We pride ourselves on DLF’s light touch, and on our low-bureaucracy, community-based approach. Mostly, we want to boost your good work! We also ask your help in working with us on potentially sensitive issues that could impact our relationships with other organizations and/or our nonprofit status. We might have advice to give or small requests to make with regard to wording and representation. ''When in doubt, please reach out!''<br />
<br />
== Tips for effective communication outside the group == <br />
One of the biggest challenges the DLF team has seen with group communications is the tendency to go heads-down once work begins. We encourage you to create a welcoming environment by sharing periodic news and issuing invitations to others to join. <br />
<br />
* '''DO remember to communicate outside your group!''' <br />
Don’t fall into the trap of only sending messages to the insiders on your email list. Periodic open invitations to group meetings or updates about your work for the wider community are always welcome on DLF-announce! <br />
* '''Always provide context.''' <br />
Don’t forget that this message might be the first time someone is hearing about your work. What is the name of this DLF group? What, in very brief terms, is its overarching purpose? If it’s a sub-group, how does it connect to something larger?<br />
* '''Make a clear request.''' <br />
What is the goal of the current project or activity being shared? What is being asked of the reader? What is the best way to offer feedback or ask a question? If the request is to participate in a survey or provide input, how long should that take? Is there a deadline?<br />
* '''Invite deeper connection.''' <br />
Where can readers find out more about the group? Are there related resources to explore? How can they join an upcoming meeting or otherwise get involved?<br />
* '''Clarify your own role.''' <br />
Most group projects will be shared as a collective effort, credited to the group itself, but if you or others had a specific role to play, please don’t be shy about giving/accepting praise. All group members’ labor and specific contributions are valuable and should be acknowledged! And in situations where you are speaking as a group representative but without having vetted the message ahead of time, or as a private individual whose opinions might be construed to reflect those of your fellow group members or DLF as an organization, you have special obligations. (See above, “Speaking as Individuals and Groups.”)</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Communications_and_Consensus&diff=14188Communications and Consensus2018-08-28T13:00:32Z<p>Nowviskie: /* Speaking as individuals and groups */</p>
<hr />
<div>== How can this section help? == <br />
Much of the work of organizing through DLF involves thoughtful communication, open and respectful collaboration along shared timelines, and careful consensus-building. We recommend a number of resources in this toolkit as a guide, especially in sections on [[General Facilitation and Goal-Setting]] and on [[Facilitating for Diversity and Inclusion]]. Ideally, the schedules — and tone — you help set for your group’s projects will allow for all voices to be heard. And in a perfect world, you’ll have plenty of time to loop [https://www.diglib.org/about/staff/ Team DLF] in as appropriate, for collegial advice, help where needed, an occasional sign-off on something big, and/or assistance with a communications plan. <br />
<br />
However, as the organizer of a DLF group, you may occasionally need to respond independently to a situation arising outside of your regular meeting cycle. This could happen because:<br />
* another organization, group, or individual is seeking signatories to a statement or commitment to a collaboration, with a quick deadline<br />
* you enter a public conversation related to your DLF group work, on social media or in a face-to-face venue <br />
* you are approached by a member of the press for comment in an article appearing shortly<br />
* something else unexpected happens!<br />
<br />
Situations like these may prompt you to:<br />
* rely on pre-established group norms/authorizations for “emergencies” or short-notice opportunities<br />
* follow your group’s regular decision-making processes but skip a few steps in order to come to quick consensus <br />
* use your wits and best judgement, being especially clear to clarify the extent to which you are speaking independently vs. for your group <br />
* determine independently whether or to what degree DLF staff involvement is needed.<br />
<br />
More info on all of these topics is available below. ''Remember: this wiki is editable! You are warmly invited to share your favorite resources and help refine the advice given here, based on your own experience with DLF groups.''<br />
<br />
== Speaking as individuals and groups == <br />
One of the greatest powers DLF groups have is in speaking from a well-informed, collective position, with a unified voice. DLF group conversations and creations may also inform your personal and professional views, serve as something to reference or point to, and generally become a terrific resource in your day-to-day work. <br />
<br />
Whenever you are called on to represent your group, formally or informally — as well as on occasions when you are speaking as an individual whose opinions have been informed by the work of the group — you should be '''as clear as possible about your own role and stance, and the degree to which what you say does or does not represent the (consensus or diverging) views of fellow group members'''. <br />
<br />
We also ask that you be careful in situations where an individual or group statement might be taken for an official position from the [https://diglib.org/ DLF] or its non-profit parent organization, [https://www.clir.org/ CLIR]. We are always happy to advise on the wording for public announcements, even on short notice!<br />
<br />
== Developing group consensus == <br />
So, how do you foster healthy group consensus and create environments in which all participants can be respected and heard? Here are a few helpful frameworks and resources: <br />
<br />
* https://www.seedsforchange.org.uk/resources (background resources on consensus-based decision-making, including long and short guides and a set of helpful videos)<br />
* https://extension.umn.edu/leadership-development/public-engagement-strategies (includes a section on consensus decision making in public engagement and the pros/cons of other types of decision making) <br />
* https://www.seedsforchange.org.uk/handbookweb.pdf (228-page PDF: Co-operative decision-making for activists, co-ops and communities)<br />
* https://www.seedsforchange.org.uk/quickconsensus (concrete strategies for coming to quick consensus in fast-moving situations)<br />
* https://docs.lita.org/consensus-process-for-virtual-teams/ (a LITA guide with high-level tips on developing consensus in distributed or virtual teams) * * https://www.trainingforchange.org/training_tools/diversity-consensus/ (“Are consensus and diversity at odds?”) <br />
* http://nowviskie.org/2012/lazy-consensus/ (a code4lib talk on “lazy consensus,” which can help shift an organization’s default “no” to a “yes”)<br />
* http://communitymgt.wikia.com/wiki/Warnock%27s_Dilemma (on non-responsiveness, or “Warnock’s Dilemma,” a stumbling block in lazy consensus) <br />
<br />
== Amplification and sign-off from DLF ==<br />
Formal DLF sign-off on group outputs and communications is not usually necessary, but sometimes a check-in is helpful. It’s generally a good idea to keep us informed of upcoming announcements because '''we can amplify your message''' through social media, newsletters, messages to member organizations, in-person events, and more. Keeping DLF staff in the loop also helps us connect your team with aligned work happening in other DLF groups, or with outside organizations and funding or partnership opportunities. <br />
<br />
'''How do you know when to check in?''' We’re happy to hear from you anytime! Call on Team DLF if you would like a boost from our social media accounts or other help getting the word out — and please do a gut check if you think we might need to know about something coming from a grassroots DLF group because it could impact our nonprofit status or our relationships with member institutions, peer organizations, or funders. <br />
<br />
'''What’s the best way to reach us?''' Messages sent to info@diglib.org will reach the entire DLF staff and get the speediest response. If you’ve already been working with a particular DLF staff member on an issue or feel most comfortable sharing something with just one of us, individual emails are fine! Direct messages sent through various social media platforms are less easily tracked and handed off, so we discourage them as a primary means of contact. <br />
<br />
Our goal is not to slow you down or place unnecessary controls over your group’s public statements. We pride ourselves on DLF’s light touch, and on our low-bureaucracy, community-based approach. Mostly, we want to boost your good work! We also ask your help in working with us on potentially sensitive issues that could impact our relationships with other organizations and/or our nonprofit status. We might have advice to give or small requests to make with regard to wording and representation. ''When in doubt, please reach out!'' <br />
<br />
== Tips for effective communication outside the group == <br />
One of the biggest challenges the DLF team has seen with group communications is the tendency to go heads-down once work begins. We encourage you to create a welcoming environment by sharing periodic news and issuing invitations to others to join. <br />
<br />
* '''DO remember to communicate outside your group!''' <br />
Don’t fall into the trap of only sending messages to the insiders on your email list. Periodic open invitations to group meetings or updates about your work for the wider community are always welcome on DLF-announce! <br />
* '''Always provide context.''' <br />
Don’t forget that this message might be the first time someone is hearing about your work. What is the name of this DLF group? What, in very brief terms, is its overarching purpose? If it’s a sub-group, how does it connect to something larger?<br />
* '''Make a clear request.''' <br />
What is the goal of the current project or activity being shared? What is being asked of the reader? What is the best way to offer feedback or ask a question? If the request is to participate in a survey or provide input, how long should that take? Is there a deadline?<br />
* '''Invite deeper connection.''' <br />
Where can readers find out more about the group? Are there related resources to explore? How can they join an upcoming meeting or otherwise get involved?<br />
* '''Clarify your own role.''' <br />
Most group projects will be shared as a collective effort, credited to the group itself, but if you or others had a specific role to play, please don’t be shy about giving/accepting praise. All group members’ labor and specific contributions are valuable and should be acknowledged! And in situations where you are speaking as a group representative but without having vetted the message ahead of time, or as a private individual whose opinions might be construed to reflect those of your fellow group members or DLF as an organization, you have special obligations. (See above, “Speaking as Individuals and Groups.”)</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Communications_and_Consensus&diff=14187Communications and Consensus2018-08-28T12:59:41Z<p>Nowviskie: /* How can this section help? */</p>
<hr />
<div>== How can this section help? == <br />
Much of the work of organizing through DLF involves thoughtful communication, open and respectful collaboration along shared timelines, and careful consensus-building. We recommend a number of resources in this toolkit as a guide, especially in sections on [[General Facilitation and Goal-Setting]] and on [[Facilitating for Diversity and Inclusion]]. Ideally, the schedules — and tone — you help set for your group’s projects will allow for all voices to be heard. And in a perfect world, you’ll have plenty of time to loop [https://www.diglib.org/about/staff/ Team DLF] in as appropriate, for collegial advice, help where needed, an occasional sign-off on something big, and/or assistance with a communications plan. <br />
<br />
However, as the organizer of a DLF group, you may occasionally need to respond independently to a situation arising outside of your regular meeting cycle. This could happen because:<br />
* another organization, group, or individual is seeking signatories to a statement or commitment to a collaboration, with a quick deadline<br />
* you enter a public conversation related to your DLF group work, on social media or in a face-to-face venue <br />
* you are approached by a member of the press for comment in an article appearing shortly<br />
* something else unexpected happens!<br />
<br />
Situations like these may prompt you to:<br />
* rely on pre-established group norms/authorizations for “emergencies” or short-notice opportunities<br />
* follow your group’s regular decision-making processes but skip a few steps in order to come to quick consensus <br />
* use your wits and best judgement, being especially clear to clarify the extent to which you are speaking independently vs. for your group <br />
* determine independently whether or to what degree DLF staff involvement is needed.<br />
<br />
More info on all of these topics is available below. ''Remember: this wiki is editable! You are warmly invited to share your favorite resources and help refine the advice given here, based on your own experience with DLF groups.''<br />
<br />
== Speaking as individuals and groups == <br />
One of the greatest powers DLF groups have is in speaking from a well-informed, collective position, with a unified voice. DLF group conversations and creations may also inform your personal and professional views, serve as something to reference or point to, and generally become a terrific resource in your day-to-day work. <br />
<br />
Whenever you are called on to represent your group, formally or informally — as well as on occasions when you are speaking as an individual whose opinions have been informed by the work of the group — you should be '''as clear as possible about your own role and stance, and the degree to which what you say does or does not represent the (consensus or diverging) views of fellow group members'''. <br />
<br />
We also ask that you be careful in situations where an individual or group statement might be taken for an official position from the DLF or its non-profit parent organization, CLIR. We are always happy to advise on the wording for public announcements, even on short notice! <br />
<br />
== Developing group consensus == <br />
So, how do you foster healthy group consensus and create environments in which all participants can be respected and heard? Here are a few helpful frameworks and resources: <br />
<br />
* https://www.seedsforchange.org.uk/resources (background resources on consensus-based decision-making, including long and short guides and a set of helpful videos)<br />
* https://extension.umn.edu/leadership-development/public-engagement-strategies (includes a section on consensus decision making in public engagement and the pros/cons of other types of decision making) <br />
* https://www.seedsforchange.org.uk/handbookweb.pdf (228-page PDF: Co-operative decision-making for activists, co-ops and communities)<br />
* https://www.seedsforchange.org.uk/quickconsensus (concrete strategies for coming to quick consensus in fast-moving situations)<br />
* https://docs.lita.org/consensus-process-for-virtual-teams/ (a LITA guide with high-level tips on developing consensus in distributed or virtual teams) * * https://www.trainingforchange.org/training_tools/diversity-consensus/ (“Are consensus and diversity at odds?”) <br />
* http://nowviskie.org/2012/lazy-consensus/ (a code4lib talk on “lazy consensus,” which can help shift an organization’s default “no” to a “yes”)<br />
* http://communitymgt.wikia.com/wiki/Warnock%27s_Dilemma (on non-responsiveness, or “Warnock’s Dilemma,” a stumbling block in lazy consensus) <br />
<br />
== Amplification and sign-off from DLF ==<br />
Formal DLF sign-off on group outputs and communications is not usually necessary, but sometimes a check-in is helpful. It’s generally a good idea to keep us informed of upcoming announcements because '''we can amplify your message''' through social media, newsletters, messages to member organizations, in-person events, and more. Keeping DLF staff in the loop also helps us connect your team with aligned work happening in other DLF groups, or with outside organizations and funding or partnership opportunities. <br />
<br />
'''How do you know when to check in?''' We’re happy to hear from you anytime! Call on Team DLF if you would like a boost from our social media accounts or other help getting the word out — and please do a gut check if you think we might need to know about something coming from a grassroots DLF group because it could impact our nonprofit status or our relationships with member institutions, peer organizations, or funders. <br />
<br />
'''What’s the best way to reach us?''' Messages sent to info@diglib.org will reach the entire DLF staff and get the speediest response. If you’ve already been working with a particular DLF staff member on an issue or feel most comfortable sharing something with just one of us, individual emails are fine! Direct messages sent through various social media platforms are less easily tracked and handed off, so we discourage them as a primary means of contact. <br />
<br />
Our goal is not to slow you down or place unnecessary controls over your group’s public statements. We pride ourselves on DLF’s light touch, and on our low-bureaucracy, community-based approach. Mostly, we want to boost your good work! We also ask your help in working with us on potentially sensitive issues that could impact our relationships with other organizations and/or our nonprofit status. We might have advice to give or small requests to make with regard to wording and representation. ''When in doubt, please reach out!'' <br />
<br />
== Tips for effective communication outside the group == <br />
One of the biggest challenges the DLF team has seen with group communications is the tendency to go heads-down once work begins. We encourage you to create a welcoming environment by sharing periodic news and issuing invitations to others to join. <br />
<br />
* '''DO remember to communicate outside your group!''' <br />
Don’t fall into the trap of only sending messages to the insiders on your email list. Periodic open invitations to group meetings or updates about your work for the wider community are always welcome on DLF-announce! <br />
* '''Always provide context.''' <br />
Don’t forget that this message might be the first time someone is hearing about your work. What is the name of this DLF group? What, in very brief terms, is its overarching purpose? If it’s a sub-group, how does it connect to something larger?<br />
* '''Make a clear request.''' <br />
What is the goal of the current project or activity being shared? What is being asked of the reader? What is the best way to offer feedback or ask a question? If the request is to participate in a survey or provide input, how long should that take? Is there a deadline?<br />
* '''Invite deeper connection.''' <br />
Where can readers find out more about the group? Are there related resources to explore? How can they join an upcoming meeting or otherwise get involved?<br />
* '''Clarify your own role.''' <br />
Most group projects will be shared as a collective effort, credited to the group itself, but if you or others had a specific role to play, please don’t be shy about giving/accepting praise. All group members’ labor and specific contributions are valuable and should be acknowledged! And in situations where you are speaking as a group representative but without having vetted the message ahead of time, or as a private individual whose opinions might be construed to reflect those of your fellow group members or DLF as an organization, you have special obligations. (See above, “Speaking as Individuals and Groups.”)</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Communications_and_Consensus&diff=14186Communications and Consensus2018-08-28T12:57:39Z<p>Nowviskie: Created page with "== How can this section help? == Much of the work of organizing through DLF involves thoughtful communication, open and respectful collaboration along shared timelines, and c..."</p>
<hr />
<div>== How can this section help? == <br />
Much of the work of organizing through DLF involves thoughtful communication, open and respectful collaboration along shared timelines, and careful consensus-building. We recommend a number of resources in this toolkit as a guide, especially in sections on general facilitation and goal-setting and on facilitation for diversity and inclusion. Ideally, the schedules — and tone — you help set for your group’s projects will allow for all voices to be heard. And in a perfect world, you’ll have plenty of time to loop Team DLF in as appropriate, for collegial advice, help where needed, an occasional sign-off on something big, and/or assistance with a communications plan. <br />
<br />
However, as the organizer of a DLF group, you may occasionally need to respond independently to a situation arising outside of your regular meeting cycle. This could happen because:<br />
* another organization, group, or individual is seeking signatories to a statement or commitment to a collaboration, with a quick deadline<br />
* you enter a public conversation related to your DLF group work, on social media or in a face-to-face venue <br />
* you are approached by a member of the press for comment in an article appearing shortly<br />
* something else unexpected happens!<br />
<br />
Situations like these may prompt you to:<br />
* rely on pre-established group norms/authorizations for “emergencies” or short-notice opportunities<br />
* follow your group’s regular decision-making processes but skip a few steps in order to come to quick consensus <br />
* use your wits and best judgement, being especially clear to clarify the extent to which you are speaking independently vs. for your group <br />
* determine independently whether or to what degree DLF staff involvement is needed.<br />
<br />
More info on all of these topics is available below. ''Remember: this wiki is editable! You are warmly invited to share your favorite resources and help refine the advice given here, based on your own experience with DLF groups.'' <br />
<br />
== Speaking as individuals and groups == <br />
One of the greatest powers DLF groups have is in speaking from a well-informed, collective position, with a unified voice. DLF group conversations and creations may also inform your personal and professional views, serve as something to reference or point to, and generally become a terrific resource in your day-to-day work. <br />
<br />
Whenever you are called on to represent your group, formally or informally — as well as on occasions when you are speaking as an individual whose opinions have been informed by the work of the group — you should be '''as clear as possible about your own role and stance, and the degree to which what you say does or does not represent the (consensus or diverging) views of fellow group members'''. <br />
<br />
We also ask that you be careful in situations where an individual or group statement might be taken for an official position from the DLF or its non-profit parent organization, CLIR. We are always happy to advise on the wording for public announcements, even on short notice! <br />
<br />
== Developing group consensus == <br />
So, how do you foster healthy group consensus and create environments in which all participants can be respected and heard? Here are a few helpful frameworks and resources: <br />
<br />
* https://www.seedsforchange.org.uk/resources (background resources on consensus-based decision-making, including long and short guides and a set of helpful videos)<br />
* https://extension.umn.edu/leadership-development/public-engagement-strategies (includes a section on consensus decision making in public engagement and the pros/cons of other types of decision making) <br />
* https://www.seedsforchange.org.uk/handbookweb.pdf (228-page PDF: Co-operative decision-making for activists, co-ops and communities)<br />
* https://www.seedsforchange.org.uk/quickconsensus (concrete strategies for coming to quick consensus in fast-moving situations)<br />
* https://docs.lita.org/consensus-process-for-virtual-teams/ (a LITA guide with high-level tips on developing consensus in distributed or virtual teams) * * https://www.trainingforchange.org/training_tools/diversity-consensus/ (“Are consensus and diversity at odds?”) <br />
* http://nowviskie.org/2012/lazy-consensus/ (a code4lib talk on “lazy consensus,” which can help shift an organization’s default “no” to a “yes”)<br />
* http://communitymgt.wikia.com/wiki/Warnock%27s_Dilemma (on non-responsiveness, or “Warnock’s Dilemma,” a stumbling block in lazy consensus) <br />
<br />
== Amplification and sign-off from DLF ==<br />
Formal DLF sign-off on group outputs and communications is not usually necessary, but sometimes a check-in is helpful. It’s generally a good idea to keep us informed of upcoming announcements because '''we can amplify your message''' through social media, newsletters, messages to member organizations, in-person events, and more. Keeping DLF staff in the loop also helps us connect your team with aligned work happening in other DLF groups, or with outside organizations and funding or partnership opportunities. <br />
<br />
'''How do you know when to check in?''' We’re happy to hear from you anytime! Call on Team DLF if you would like a boost from our social media accounts or other help getting the word out — and please do a gut check if you think we might need to know about something coming from a grassroots DLF group because it could impact our nonprofit status or our relationships with member institutions, peer organizations, or funders. <br />
<br />
'''What’s the best way to reach us?''' Messages sent to info@diglib.org will reach the entire DLF staff and get the speediest response. If you’ve already been working with a particular DLF staff member on an issue or feel most comfortable sharing something with just one of us, individual emails are fine! Direct messages sent through various social media platforms are less easily tracked and handed off, so we discourage them as a primary means of contact. <br />
<br />
Our goal is not to slow you down or place unnecessary controls over your group’s public statements. We pride ourselves on DLF’s light touch, and on our low-bureaucracy, community-based approach. Mostly, we want to boost your good work! We also ask your help in working with us on potentially sensitive issues that could impact our relationships with other organizations and/or our nonprofit status. We might have advice to give or small requests to make with regard to wording and representation. ''When in doubt, please reach out!'' <br />
<br />
== Tips for effective communication outside the group == <br />
One of the biggest challenges the DLF team has seen with group communications is the tendency to go heads-down once work begins. We encourage you to create a welcoming environment by sharing periodic news and issuing invitations to others to join. <br />
<br />
* '''DO remember to communicate outside your group!''' <br />
Don’t fall into the trap of only sending messages to the insiders on your email list. Periodic open invitations to group meetings or updates about your work for the wider community are always welcome on DLF-announce! <br />
* '''Always provide context.''' <br />
Don’t forget that this message might be the first time someone is hearing about your work. What is the name of this DLF group? What, in very brief terms, is its overarching purpose? If it’s a sub-group, how does it connect to something larger?<br />
* '''Make a clear request.''' <br />
What is the goal of the current project or activity being shared? What is being asked of the reader? What is the best way to offer feedback or ask a question? If the request is to participate in a survey or provide input, how long should that take? Is there a deadline?<br />
* '''Invite deeper connection.''' <br />
Where can readers find out more about the group? Are there related resources to explore? How can they join an upcoming meeting or otherwise get involved?<br />
* '''Clarify your own role.''' <br />
Most group projects will be shared as a collective effort, credited to the group itself, but if you or others had a specific role to play, please don’t be shy about giving/accepting praise. All group members’ labor and specific contributions are valuable and should be acknowledged! And in situations where you are speaking as a group representative but without having vetted the message ahead of time, or as a private individual whose opinions might be construed to reflect those of your fellow group members or DLF as an organization, you have special obligations. (See above, “Speaking as Individuals and Groups.”)</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Main_Page&diff=14185Main Page2018-08-28T12:47:26Z<p>Nowviskie: /* Hosted/Sponsored Groups and Projects */</p>
<hr />
<div>'''Welcome!''' DLF's wiki was created in 2014 for our various [https://www.diglib.org/groups/ interest groups] and affiliated organizations to share information, best practices, and community notes. (See the main [https://diglib.org/ Digital Library Federation website] for info on DLF programs, fellowships, publications, and events.) <br />
<br />
'''This wiki is also the home of our DLF Organizers' Toolkit!''' [[File:Organizing-with-DLF.png|thumb]]<br />
<br />
<br />
== DLF Organizers' Toolkit == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]<br />
<br />
== Hosted/Sponsored Groups and Projects == <br />
<br />
*[[NDSA:Main Page|National Digital Stewardship Alliance]] ([http://ndsa.org NDSA])<br />
*DLF [[eResearch Network]] <br />
* [[Home|OpenLab]] Workshop 2015 <br />
*annual [[AMIA-DLF Hack Days]] (2013-present)<br />
*annual [[Endangered Data Week]]<br />
<br />
== DLF Working Groups == <br />
Not all DLF groups maintain wiki pages. Find more activity [https://www.diglib.org/groups/ here]. [[File:DLFgroupsposter.jpg|thumb]]<br />
*DLF Working Group on [[Labor | Labor in Digital Libraries]]<br />
*DLF [[Transparency-Accountability | Government Records Transparency & Accountability]] Interest Group<br />
*DLF [[Assessment | Assessment Interest Group]] (AIG) <br />
# [[Assessment:Costs | AIG Cost Assessment Group]] (home of the [http://dashboard.diglib.org DLF Digitization Cost Calculator])<br />
# [[Assessment:Cultural Assessment | AIG Cultural Assessment Group]]<br />
# [[Assessment:Metadata | AIG Metadata Assessment Group]]<br />
# [[Assessment:User Studies | AIG User Studies Group]]<br />
## [[Assessment:User/UX | AIG User/UX Group]]<br />
## [[Assessment:User/Reuse | AIG Content Reuse Group]]<br />
*DLF [[Pedagogy | Digital Library Pedagogy Group]] (aka #DLFteach)<br />
# [[Pedagogy:Outreach | #DLFteach Outreach Group]]<br />
# [[Pedagogy:Professional Development | #DLFteach Professional Development Group]]<br />
# [[Pedagogy:DOCC | #DLFteach DOCC Group]]<br />
*DLF [[DLF Project Managers Group | Project Managers Group]] (PMG)<br />
*DLF [[Metadata Support Group]] (MSG)<br />
*DLF Working Group on [[Technologies of Surveillance]]<br />
*DLF [[Digital Scholarship Working Group]]<br />
<br />
== Digitization and CLIR Hidden Collections Resources == <br />
These resources will be of particular interest to grant applicants for CLIR's [https://www.clir.org/fellowships/hiddencollections Hidden Collections] and [https://www.clir.org/recordings-at-risk Recordings at Risk] programs and to anyone planning a digitization project.<br />
*[http://dashboard.diglib.org DLF Digitization Cost Calculator]<br />
*[[Digitizing Special Formats]] (resource library)<br />
*[[Strategies for Advancing Hidden Collections]] free webinars and helpful guides <br />
*[https://www.clir.org/hiddencollections/applicant-resources/#toolkit Hidden Collections Applicant Toolkit videos] created by DLF<br />
# [https://www.youtube.com/watch?v=Epk3OwOQqvI Common Challenges]<br />
# [https://www.youtube.com/watch?v=s18DaM6TXHE Rights, Ethics, and Re-Use]<br />
# [https://www.youtube.com/watch?v=XNPvuWnTJhg Sustainability]<br />
# [https://www.youtube.com/watch?v=qd4tWzlelWs Institutional Capacity + Community]<br />
<br />
== Need help? ==<br />
Contact [https://www.diglib.org/about/staff/ Team DLF] or email info(at)diglib.org to have editing privileges enabled or to ask for help at any time! <br />
* Editing syntax, etc: [//meta.wikimedia.org/wiki/Help:Contents MediaWiki User's Guide] <br />
* [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Main_Page&diff=14184Main Page2018-08-28T12:47:02Z<p>Nowviskie: /* Hosted/Sponsored Groups and Projects */</p>
<hr />
<div>'''Welcome!''' DLF's wiki was created in 2014 for our various [https://www.diglib.org/groups/ interest groups] and affiliated organizations to share information, best practices, and community notes. (See the main [https://diglib.org/ Digital Library Federation website] for info on DLF programs, fellowships, publications, and events.) <br />
<br />
'''This wiki is also the home of our DLF Organizers' Toolkit!''' [[File:Organizing-with-DLF.png|thumb]]<br />
<br />
<br />
== DLF Organizers' Toolkit == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]<br />
<br />
== Hosted/Sponsored Groups and Projects == <br />
<br />
*[[NDSA:Main Page|National Digital Stewardship Alliance]] ([http://ndsa.org NDSA])<br />
*DLF [[eResearch Network]] <br />
*DLF [[Legible Learning]] Project (coming Summer 2018)<br />
* [[Home|OpenLab]] Workshop 2015 <br />
*annual [[AMIA-DLF Hack Days]] (2013-present)<br />
*annual [[Endangered Data Week]]<br />
<br />
== DLF Working Groups == <br />
Not all DLF groups maintain wiki pages. Find more activity [https://www.diglib.org/groups/ here]. [[File:DLFgroupsposter.jpg|thumb]]<br />
*DLF Working Group on [[Labor | Labor in Digital Libraries]]<br />
*DLF [[Transparency-Accountability | Government Records Transparency & Accountability]] Interest Group<br />
*DLF [[Assessment | Assessment Interest Group]] (AIG) <br />
# [[Assessment:Costs | AIG Cost Assessment Group]] (home of the [http://dashboard.diglib.org DLF Digitization Cost Calculator])<br />
# [[Assessment:Cultural Assessment | AIG Cultural Assessment Group]]<br />
# [[Assessment:Metadata | AIG Metadata Assessment Group]]<br />
# [[Assessment:User Studies | AIG User Studies Group]]<br />
## [[Assessment:User/UX | AIG User/UX Group]]<br />
## [[Assessment:User/Reuse | AIG Content Reuse Group]]<br />
*DLF [[Pedagogy | Digital Library Pedagogy Group]] (aka #DLFteach)<br />
# [[Pedagogy:Outreach | #DLFteach Outreach Group]]<br />
# [[Pedagogy:Professional Development | #DLFteach Professional Development Group]]<br />
# [[Pedagogy:DOCC | #DLFteach DOCC Group]]<br />
*DLF [[DLF Project Managers Group | Project Managers Group]] (PMG)<br />
*DLF [[Metadata Support Group]] (MSG)<br />
*DLF Working Group on [[Technologies of Surveillance]]<br />
*DLF [[Digital Scholarship Working Group]]<br />
<br />
== Digitization and CLIR Hidden Collections Resources == <br />
These resources will be of particular interest to grant applicants for CLIR's [https://www.clir.org/fellowships/hiddencollections Hidden Collections] and [https://www.clir.org/recordings-at-risk Recordings at Risk] programs and to anyone planning a digitization project.<br />
*[http://dashboard.diglib.org DLF Digitization Cost Calculator]<br />
*[[Digitizing Special Formats]] (resource library)<br />
*[[Strategies for Advancing Hidden Collections]] free webinars and helpful guides <br />
*[https://www.clir.org/hiddencollections/applicant-resources/#toolkit Hidden Collections Applicant Toolkit videos] created by DLF<br />
# [https://www.youtube.com/watch?v=Epk3OwOQqvI Common Challenges]<br />
# [https://www.youtube.com/watch?v=s18DaM6TXHE Rights, Ethics, and Re-Use]<br />
# [https://www.youtube.com/watch?v=XNPvuWnTJhg Sustainability]<br />
# [https://www.youtube.com/watch?v=qd4tWzlelWs Institutional Capacity + Community]<br />
<br />
== Need help? ==<br />
Contact [https://www.diglib.org/about/staff/ Team DLF] or email info(at)diglib.org to have editing privileges enabled or to ask for help at any time! <br />
* Editing syntax, etc: [//meta.wikimedia.org/wiki/Help:Contents MediaWiki User's Guide] <br />
* [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=In_a_Nutshell&diff=14183In a Nutshell2018-08-28T12:45:12Z<p>Nowviskie: </p>
<hr />
<div>== The End == <br />
What's missing from this Organizers' Toolkit? [https://www.diglib.org/about/staff/ Tell us!] Or better yet, [[Special:CreateAccount|create an account]], dive in, and help to build it out.<br />
<br />
== PS: The Short Version == <br />
[[File:Organizing-with-DLF.png|options|caption]]<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Organizing_and_Sharing_Your_Work&diff=14182Organizing and Sharing Your Work2018-08-28T12:44:39Z<p>Nowviskie: /* Table of Contents */</p>
<hr />
<div>One of the best ways to broaden your group's reach is by keeping Team DLF updated on your current activities, projects, and plans. If there is something you want us to promote through DLF’s communication channels, please tag us in social media, [https://www.diglib.org/archives/11350/ add it] to the [http://digital-conferences-calendar.info/ DLF Community Calendar], or [Mailto:info@diglib.org let us know] directly—'''we love to help DLF groups share their work!''' <br />
<br />
In terms of organization, many DLF working groups and committees organize drafts and in-progress materials independently using [https://github.com/ GitHub] and [https://www.google.com/drive/ Google Drive]. DLF’s Open Science Framework (OSF) [https://osf.io/qa8kc/ repositories] are good for finished white papers or other grey literature—especially documents for which you would like a DOI. Drop us a line if you'd like access. <br />
<br />
== General Resources ==<br />
{| class="wikitable" border="1"<br />
|''“Knowing that things would always be in the Google Drive folder has been a lifesaver -- no digging through email looking for the right attachment, being able to be part of the conference call even when mobile, and super-easy linking in our One Doc to Rule Them All.” —Franny Gaede''<br />
|}<br />
* “[https://cloudfindhq.com/blog/enterprise-content-management/google-drive/how-to-organize-google-drive-a-best-practice-guide-for-teams/ How to Organize Google Drive] - A Best Practice Guide for Teams”<br />
* Ready to turn your collaboratively-edited Google doc into a nicely-formatted website with a table of contents? [http://www.storybench.org/convert-google-doc-rmarkdown-publish-github-pages/ This tutorial] has you covered. <br />
* [http://help.osf.io/ OSF Guides], for help using the Open Science Framework<br />
* Maybe you need a [https://guide.dhcuration.org/contents/ crash course in humanities data curation?]<br />
<br />
== DLF-Specific Communications Venues == <br />
We are happy to use any and all of these platforms to publish and share DLF community work. <br />
{| class="wikitable" border="1"<br />
|''“[DLF’s Community Calendar is] a great one stop shop for conferences and events in digital + cultural around the world. If you know of an event that should be there, it has a crowd sourced component, so go forth!”—Alex Gil''<br />
|}<br />
<br />
* [http://digital-conferences-calendar.info DLF Community Calendar]<br />
* [https://diglib.org/announce DLF-Announce], our primary listserv. '''Please, please please''' sign up for this low-traffic list and post about your group’s activities and upcoming meetings there! <br />
* [https://www.diglib.org/contribute/ DLF Contribute]: get the word out by volunteering for our regular, short-format blog series! We also welcome longer-format guest posts and blog announcements about DLF group activities. Here’s [https://www.diglib.org/archives/12594/ an example].<br />
* [https://osf.io/qa8kc/ DLF on OSF] (including ''OSF for Meetings'', our [https://osf.io/view/dlf2016/ repository] for recent DLF Forum presentations)<br />
* [https://www.facebook.com/CLIRDLF/ DLF on Facebook] (We know you like us, but have you “liked” us?)<br />
* Twitter. Get our attention for a retweet or signal boost by tagging [https://twitter.com/CLIRDLF [@CLIRDLF] and/or using hashtags such as #DLFforum, #DLFteach, #ourDLF, and #DLFvillage.<br />
* [https://storify.com/CLIRDLF Storify] (and some DLF groups create and manage their own versions for Twitter chats, like #DLFteach)<br />
* [https://jobs.diglib.org/ DLF Jobs Board] (Don't forget that job postings are free for DLF member institutions!)<br />
* LinkedIn (the DLF [https://www.linkedin.com/groups/3387265 group] and [https://www.linkedin.com/company/digital-library-federation page])<br />
* [https://www.flickr.com/photos/117379017@N06/ Flickr] / [https://www.instagram.com/clirdlf/ Instagram] <br />
* [https://www.youtube.com/user/DLFCLIR YouTube] / [https://vimeo.com/clir Vimeo]<br />
* [https://github.com/clirdlf GitHub]<br />
* DLF Wiki (You are '''[[Main_Page|here]]'''!)<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Talking_and_Writing&diff=14181Talking and Writing2018-08-28T12:44:24Z<p>Nowviskie: /* Table of Contents */</p>
<hr />
<div>{| class="wikitable" border="1"<br />
|''“It helps [motivation] to keep people focused on generating outcomes that will help them in their careers and get them visibility.” —Jody DeRidder<br />
''<br />
|}<br />
== Discussion Lists == <br />
For very large group discussions, DLF supports listservs. Just ask us about setting one up. Many of our teams, however, prefer to create and manage their own Google Groups. (A tip from organizers: Google Group subscriptions default to no mail. Be sure your new subscribers adjust their settings to receive communications—or that you adjust them for them!) Finally, some DLF groups are setting up Slack spaces or channels within existing Slacks. If you do, let us know, so that we can join and help promote.<br />
<br />
* [https://lists.clir.org/ CLIR/DLF listservs]<br />
* [https://groups.google.com/forum/#!overview Google Groups]<br />
* [https://slack.com/ Slack]<br />
<br />
We’re also open to assisting with and promoting the use of other systems. Have an idea for a better way to communicate? [https://www.diglib.org/about/staff/ Contact us!] <br />
<br />
== Collaborative Editing == <br />
Whether it’s a meeting agenda or set of minutes, a white paper, a blog post, or a CFP, you have many tools at your disposal for writing and editing as a group. These include: this very DLF wiki (you can freely create new accounts and set up pages), Google Drive (for self-managed documents and spreadsheets), and Github (either managed independently or—for sustainability—in collaboration with CLIR/DLF).<br />
<br />
* [https://www.google.com/drive/ Google Drive]<br />
* [https://github.com/clirdlf/ CLIR/DLF GitHub]<br />
* [http://writingcenter.unc.edu/handouts/group-writing/ Group Writing] - The Writing Center at UNC Chapel Hill<br />
* [http://readwrite.com/2013/11/08/seven-ways-to-use-github-that-arent-coding Seven Ways to Use Github That Aren’t Coding] - readwrite<br />
* [https://www.hastac.org/blogs/harrisonm/2013/10/12/github-academia-and-collaborative-writing GitHub, Academia, and Collaborative Writing]<br />
* [https://www.mediawiki.org/wiki/Help:Contents Help:Contents] - MediaWiki (your entry point for using the DLF wiki)<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Planning_Virtual_Meetings_and_Webinars&diff=14180Planning Virtual Meetings and Webinars2018-08-28T12:44:11Z<p>Nowviskie: /* Table of Contents */</p>
<hr />
<div>This section of the [[About DLF and the Organizers' Toolkit|DLF Organizers' Toolkit]] provides general guidelines for presenting and/or hosting an online meeting or educational experience. It was originally created in 2017 by '''Library & Archives Consultant [http://www.joymbanksconsulting.com Joy M. Banks, MSLS],''' as part of the [https://www.clir.org/hiddencollections/sahc CLIR Strategies for Advancing Hidden Collections project (SAHC)]. More resources related to that project, which was funded by The Andrew W. Mellon Foundation, can be found in the [https://wiki.diglib.org/Strategies_for_Advancing_Hidden_Collections SAHC Resource Library].<br />
<br />
<br />
== Formats ==<br />
In today’s online environment, the possibilities for virtual learning are nearly limitless. From Facebook Live to Adobe Connect, choosing the right platform may be challenging. Careful consideration of content and goals will help guide you to the right platform.<br />
<br />
=== Casual v. Formal ===<br />
There is a significant difference between the platform needs for a gathering of colleagues casually chatting about something and a professional presentation of ideas to a large group. The former requires minimal technology, and the latter likely requires a much more robust system.<br />
<br />
For the '''causal''' experience, consider basic VOIP conference lines, Skype group, Google Hangouts, and the like.<br />
<br />
* Do you actually need to see a screen or is voice access enough?<br />
* Will everyone be able to participate via audio connections or will some need a chat feature?<br />
* Will everyone be able to use their computer for audio or will a phone line be necessary?<br />
* Consider the time of day for the meetup. If during work hours, some may not have access to platforms that require any sort of download. If after work hours, some may not have access to robust internet connections.<br />
* Talk to your group, and find out what works best for you.<br />
<br />
For the '''formal''' experience, consider more robust platforms that allow for greater flexibility such as UberConference (DLF maintains a [[Setting Up Year-Round Meetings#DLF Web.2FPhone Conferencing Support|Pro account]]), Adobe Connect, GoToMeeting, and the like.<br />
* Will you need the ability to screen share, chat, and file share?<br />
* Will your participants need to access audio via VOIP, computer, and/or phone audio connections?<br />
* Will your presenters need training on the platform in advance?<br />
* Even in the most robust systems, there is value in keeping things simple so that participants can focus on the content rather than the platform.<br />
<br />
=== Collaborative v. Lecture ===<br />
While most educators agree that engaged learning is the best educational model, there is still value in lecture for presenting certain types of information. Recreating lecture in a virtual environment is relatively easy. Virtual collaboration can be a bit more challenging.<br />
<br />
If you need a '''collaborative''' online environment:<br />
* Limit the size of your group. The larger the group, the more difficult collaboration can be. Some web conferencing platforms allow breaking into groups, but be sure to test the feature before the meeting so you understand how it works for everyone.<br />
* Consider creating large chat spaces to allow contribution even if someone is unable to participate via audio connection.<br />
* Combine technologies. Using a conference line and a collaborative work space such as GoogleDocs can allow live feedback and tracking when working together on a project.<br />
<br />
When presenting information in a '''lecture''' environment:<br />
* It’s still important to create an interactive environment. Allow a way for participants to ask questions and engage with the presenter and other attendees.<br />
* Intersperse lecture with engagement. Create chat opportunities that allow an exchange of ideas. Give participants a way to stretch their brain with simple activities like polls or sharing reactions.<br />
<br />
=== Meeting v. Learning ===<br />
You may think that planning an online meeting is as simple as sending out a link for people to join, but the best online meeting planners follow many of the same best practices as virtual learning.<br />
<br />
If you are planning a '''meeting''', consider the following:<br />
* Have a detailed agenda including time estimates for each part of the discussion. This will not only keep everyone on track during the meeting but also allow participants to plan ahead to enter and leave the meeting if needed.<br />
* Keep in mind if everyone in the meeting will have access to an audio line and/or any thing you put on the screen. Those who may only be able to hear the meeting will need to have verbal descriptions of anything on the screen and have any chat discussions summarized for them. Those who will be unable to participate with a microphone will need to have access to chat.<br />
* Since time is crucial when meeting online, distribute any documents to be discussed in advance so participants can review them. This will allow more meaningful discussions when everyone is together.<br />
<br />
If you are interested in creating a '''learning''' environment:<br />
* Planning should begin far in advance of the date of presentation.<br />
* A more robust virtual platform is often necessary to create an engaging learning experience for everyone.<br />
* For more details on planning a virtual learning experience, see the [[Planning Virtual Meetings and Webinars#Hosts|Hosts]] section of this handbook and check out the [[Planning Virtual Meetings and Webinars#Resources|Resources]] listed below.<br />
<br />
=== Recorded v. Live ===<br />
The experience of a live virtual event will be much different than a recorded one. Perhaps you decide to focus on one or the other or create a learning experience that uses both.<br />
<br />
If you are recording a '''live''' presentation for use later:<br />
* Be sure that you designate someone to start and end the recording.<br />
* Have a plan for storage of the recording. Where will it live? Who will have access? Will editing be necessary? How long will you provide access?<br />
* If possible, mark on the live script sections that will be cut from the recording to make editing easier.<br />
* Recognize that not all activities of a live event can be recreated for someone listening to a recording.<br />
<br />
It’s OK if you only offer something live. Everyone may not be able to attend, but that is the nature of life. Provide ample notice of the event (or purposely plan a pop-up event), and those who are more interested will attend.<br />
<br />
If you plan to only provide a '''recorded''' presentation:<br />
* Follow best practices for presentation and consider how you will engage your audience if the content is educational.<br />
* Plan for a way that viewers can ask questions or provide feedback whether through your email, a specific Twitter hashtag you can track, a GoogleForm, or some other means.<br />
* Be sure you have all of the necessary software and hardware to make a quality recording and determine in advance where the recording will live.<br />
* Consider including your script as captions in the recording to offer an additional way users can access the materials.<br />
<br />
=== Audio v. Video ===<br />
For some virtual experiences, audio may be sufficient but sometimes, in order to build trust or a team spirit, video can help.<br />
<br />
When thinking about '''audio''' only:<br />
* Audio only options often require less robust systems and can often be accessed through a phone line without the need for a computer.<br />
* This can be great for a simple conference call with a small group of individuals already familiar with each other.<br />
* For those who are visual learners, be sure to supply any documents to be discussed in advance so everyone can follow the conversation.<br />
<br />
When thinking about '''video''' options:<br />
* Remember everyone may not have access to a webcam. Will participants still be able to participate another way?<br />
* Video includes screen sharing, not just webcam sharing. Sometimes it is valuable to be able to visually share documents or other information.<br />
* If you expect everyone to participate through video, give advance notice so no one is surprised.<br />
<br />
<br />
== Speakers ==<br />
=== Virtual v. Face to Face ===<br />
While webinars have many similarities with standard F2F presentations, those presenting webinars must be aware of several distinct differences:<br />
<br />
'''Your audience is not in the same room''' - Unless you are participating in an online video chat that includes participant video, you will not be able to gauge your audience’s non-verbal response to your presentation. For anyone who has relied on eye contact, body language, and other visual signs to make adjustments to a presentation, the format of a webinar can be a bit uncomfortable.<br />
<br />
'''Solution''': <br />
* ''Create engaging chats'' - Think of these as opportunities for participants to stretch their brain. Encourage participants to get to know each other before the session starts. Set aside a 60 second chat blitz as a way to quickly participate in the webinar. Ask participants for suggestions and ideas that have worked in real life.<br />
* ''Ask questions to boost active participation'' - When using a question to start a chat, be sure it is open enough to engage participants. Questions with one word answers are best left to polls and blitz activities. It’s ok to consider phrasing that will lead participants where you want them to go in their thinking. In a webinar geared towards higher level engagement, allow participants to share their experiences, good or bad, as a way to enrich the content of your presentation. Setting time limits will encourage people to contribute without waiting and also allow a distinct end point to move the webinar forward if needed.<br />
* ''Embed polls and other simple activities'' - Polls are a quick and easy way to gauge your audience before and during a webinar. Questions can be about the participants or the content of the webinar. Choose simple questions with distinct responses. Depending on the webinar platform, you may also have the ability to allow participants to draw on the screen, add quick responses to a chat box, raise their hand virtually, share reaction emojis, etc. All of these activities break up the content of your talk and refocus the group.<br />
<br />
'''Timing is essential''' - Webinars will have set start and end times that often cannot be adjusted. You may be asked to login to the webinar system early and perhaps end early (i.e., before you’re ready to stop talking) if the end time approaches. Because of this, reading from a script is often recommended to avoid unexpected timing issues.<br />
<br />
'''Solution''': <br />
* ''Practice, practice, practice'' - Read your script and make sure the text flows as well verbally as it does in writing. Plan your timing with a slower voice and enunciated speech. During the live event, you will likely speak faster than when you practiced.<br />
* ''Add buffers to account for discussions that may run long'' - While you will be asked to plan how long discussions will last, you may find participants are highly engaged during a certain time. Plan ahead to allow buffers in your presentation content to allow for engaged participation (keeping in mind, though, that all good things must eventually come to an end). Mark sections of your script that can be easily cut if needed. <br />
<br />
'''Interaction must be carefully crafted''' - Most webinar platforms allow for some interaction between the speaker and audience as well as between attendees. The most successful virtual engagement activities are not something you can do effectively on the fly. Careful planning (and testing) of interactive activities will help create a dynamic learning environment that will help all participants engage with the educational content.<br />
<br />
'''Solution''':<br />
* ''Plan ahead and test everything'' - Work closely with your webinar host to assure that everything is in place and functional prior to the live date. Set up any polls. Practice chat sessions. Test your ideas with several people on various devices. Leave nothing to chance but always remain flexible.<br />
<br />
'''Not everyone will be participating in the same way''' - Even in the smallest virtual settings, not everyone will have access to the full webinar experience. Some may only be able to participate through the audio. Others may not have access to a microphone. Be considerate of any accessibility limitations.<br />
<br />
'''Solution''':<br />
* Repeat any questions or thoughtful comments that are typed in the chat box so everyone has access to the content.<br />
* Describe verbally any important visual aids.<br />
* Enunciation not only helps participants hear you better, but it also helps any transcription of your speech for captioning. Speaking too fast will jumble your words both through audio and captioning technology.<br />
* Try to avoid experiences which will require a very high internet speed connection.<br />
* Will the session be recorded? Consider how what you do live will translate to a recorded viewing experience.<br />
<br />
=== Delivering an Engaging Virtual Presentation ===<br />
* Start with a brief bio, usually presented by the host/moderator. Include details other than the mundane that will engage your audience and connect them more personally to you. Your bio will also serve to show why you are qualified to present the content of the webinar and establish you as an expert. <br />
* Include an image of yourself. This can be on your slide template or, if possible, as a video feed (even if only briefly).<br />
* Depending on the form of your webinar, plan to have an activity every 15-20 minutes or so to re-engage your audience and avoid long periods of lecture. These can be directed chats, polls, blitz chats, or Q&A sessions. Some webinars may require a large amount of lecture due to the depth of the topic. In those cases, consider breaking up sessions into a series to allow greater interaction.<br />
* Remember to smile when you speak (which feels strange if you are alone in a room somewhere). When you are smiling, your words tend to be clearer and your tone is more welcoming. This will also help you avoid extreme changes in your volume (e.g., starting a sentence with power and fading off as your sentence ends).<br />
* Before your webinar, practice your script and record it. Listen to your recording and try to adjust any bad habits. Try to avoid “um”, “so”, and other speech fillers. Listen for habits like starting loud and fading off at the end of a sentence. Practice your breathing so it sounds natural. Presenting is different than natural speech, so the extra practice and self-evaluation will help you deliver a clear presentation to your audience.<br />
* Consider framing your presentation using the rule of three. Begin by telling your audience what they will hear (perhaps having three points or sections), tell them those points, and end by summarizing what they heard. The number of main ideas you will effectively be able to share depends on the length of time you have. Avoid trying to cram too much into too short a time slot. Better to share less content of a higher quality. While many sources suggest listeners have a 5-10 minute attention span, framing your content to the highest denominator of [https://medium.com/the-art-of-keynoting/the-20-minute-rule-for-great-public-speaking-on-attention-spans-and-keeping-focus-7370cf06b636 18-20 minutes] will likely produce higher quality content.<br />
* Even in an online environment, you might encourage your audience to set aside distractions during the session: turn off cell phones, don’t check email, hang a sign on your door, and truly focus on the content. These simple steps will help everyone have a better webinar experience.<br />
* Insert humor throughout your presentation. Tell an appropriate, personal funny story, but keep it succinct and relevant. If you are speaking on a particular topic but you lack a personally relevant experience, consider gathering stories before the event, either from registered participants or colleagues (and always seek permission to share!).<br />
* Relax, be sure to have a cup of water, and enjoy the experience.<br />
<br />
== Hosts ==<br />
=== General Tips ===<br />
For Virtual '''Business Meetings''':<br />
* Try to limit the meeting to one hour.<br />
* If a recurring meeting, set the time and day well in advance so everyone can mark their calendars and set aside time for the meeting. Everyone will appreciate not having to do a poll every month to schedule a meeting time.<br />
* Allow a few minutes at the beginning and/or end for watercooler talk. Encourage those who want to catch up to arrive early or plan to stay a few minutes later (depending on whether or not you can stay in the virtual space).<br />
* Don’t assume that everyone knows each other. Do introductions if necessary, and, if taking minutes, be sure the secretary feels comfortable enough to speak up if it’s unclear who is speaking. While some platforms identify the speaker, that often relies on the participant to enter their name and/or an individual passcode.<br />
* Check in each meeting to see how everyone is participating. Some may only have chat (if available), some may only have audio (if you’ve also set up screen sharing). Repeat questions and describe what’s going on so everyone stays engaged.<br />
* Will the meeting need to be recorded? If so,<br />
** Where will the recording live and how will members access it?<br />
** Will there be usage restrictions based on the content of the meeting?<br />
<br />
<br />
For Virtual '''Educational Webinars''':<br />
* Most online learning experiences should last no more than ninety minutes.<br />
* Plan ahead if you would like to charge attendees. You’ll need a way to accept payment in addition to tracking registration.<br />
* Most webinar platforms will require some level of training so that presenters and hosts are familiar with the features.<br />
* Wired internet is always preferred for speakers and hosts to avoid delivery glitches. Make this clear from the beginning of planning.<br />
* Will the webinar be recorded? If the answer is yes, consider:<br />
** Where will the recordings live and how long they will need to last?<br />
** Will you need to edit the recordings or be able to post as is?<br />
** Will the recording need to capture the entire webinar environment or just the presentation slides?<br />
** How will the experience differ for those who view the recording?<br />
** Will captioning need to be added to the recording?<br />
<br />
=== Planning ===<br />
Planning a virtual webinar or meeting begins in much the same way as a face to face event: Choose a topic, find a speaker, and set a date (not necessarily always in that order). Additionally, hosts also need to consider how communication will occur, especially since everyone is likely dispersed, and how registration will be handled.<br />
<br />
Jump to: [[Planning Virtual Meetings and Webinars#Choosing a Topic|Choosing a Topic]] | [[Planning Virtual Meetings and Webinars#Finding a Speaker|Finding a Speaker]] | [[Planning Virtual Meetings and Webinars#Setting a Date|Setting a Date]] | [[Planning Virtual Meetings and Webinars#Communication|Communication]] | [[Planning Virtual Meetings and Webinars#Registration|Registration]]<br />
<br />
==== Choosing a Topic ====<br />
If you are hosting a '''business meeting''', your topic will be the items on your agenda. Be sure to supply the agenda and any documents for review at least one week prior to the meeting.<br />
<br />
<br />
Selecting a topic for a '''webinar''' can be a bit more involved. Perhaps your team has recently completed a project, and you would like to share the results with a larger audience. Or you recently attended an in-person meeting, heard a great speaker, and think the session should be captured for further distribution. Regardless of the idea, here are some tips:<br />
* Make sure the topic hasn’t been covered sufficiently elsewhere.<br />
* Some topics may be stand alone (a conference summary, an introductory session, etc.) while other ideas may lend themselves to serial delivery. Series may occur weekly, monthly, or at some other set interval. A few more thoughts on series:<br />
** Webinars in a series should have a common theme, but don’t necessarily need to build directly from each other. For example, you could plan a series focusing on how individual institutions are tackling a particular problem, highlighting a new institution each month. This can be marketed as a series, but doesn’t require participants to attend all sessions. Alternatively, a series may also be developed to tackle a complex topic with sessions building on each other. Attendees would be expected to attend all sessions (to the best of their ability).<br />
** There is no set amount of sessions a series must contain: some may be as little as two and some may last for years (though, [[Planning Virtual Meetings and Webinars#Assessing|assessment]] of long-term series is important to determine continued viability and relevance).<br />
** A highly effective way to create a cohesive feel between the sessions is to create a uniform presentation template and/or classroom setup.<br />
** When multiple speakers are involved in a series, be sure to facilitate engagement and conversation to encourage unity in the topics and refer to the other parts in the series. Slack and other collaborative software can be useful tools in this process.<br />
* All webinars should have a clear scope, including objectives and outcomes, so that those interested will know what to expect during the event. Developing these will also help hosts determine if the topic is too broad for an individual session so that the scope can either be condensed to fit the time or expanded into a series.<br />
<br />
==== Finding a Speaker ====<br />
As host for a '''business meeting''', you will likely do most of the speaking. If others will need to speak or give reports, provide them with advance notice of that expectation so they are prepared. You may need to manage the audio using the mute feature for those in the virtual meeting space to avoid background noise and other distractions.<br />
<br />
When considering a speaker for a '''webinar''', first explore your own professional network and associations. You may have someone in your own network who is a perfect candidate to cover the topic. If not, gradually expand your search and reach out to others for recommendations.<br />
Be sure you have answers to the following:<br />
* Will the speaker be reimbursed?<br />
* How much time do you anticipate the speaker will invest in the planning, practicing, and presenting of the webinar?<br />
* Has the potential speaker delivered a webinar before? If not, how much additional time are you willing to invest to coach the speaker though the process?<br />
* Speakers will likely expect at least a general idea of the date and time for the webinar as well as the webinar length broken down so they are clear on how long they will be expected to speak.<br />
* When communicating with your speaker, be sure to explain your expectations for accessibility (e.g., adding [https://support.office.com/en-us/article/Add-alternative-text-to-a-shape-picture-chart-table-SmartArt-graphic-or-other-object-44989b2a-903c-4d9a-b742-6a75b451c669 Alt Text for images] in a PowerPoint) at the beginning of the planning process to allow ample time for testing, if needed.<br />
<br />
==== Setting a Date ====<br />
The DLF Wiki has some excellent suggestions on setting a date and time in the [[Setting Up Year-Round Meetings]] section of their Organizers’ Toolkit. As mentioned above, recurring meetings or webinars are best planned in advance (e.g., the second Tuesday of every month at 2pm ET). A simple poll can make this process straightforward. Remember time zone differences, especially for meetings, and communicate any changes or cancellations well in advance.<br />
<br />
If you are using a shared conferencing or online learning platform, be sure to document and mark your scheduled events in the appropriate way so that others do not plan an event at the same time. There’s nothing quite as awkward as walking in on another meeting when you expected the line to yourself.<br />
<br />
==== Communication ====<br />
With so many ways to communicate, this may be the most overwhelming element of the planning process. It is critical to have accurate contact information for all involved, whether for a business meeting or webinar.<br />
* Using a platform like Slack can allow collaboration in planning, though be sure that everyone is familiar with the features.<br />
* Email works well for critical information, but only if everyone checks the email address provided. <br />
* When all else fails, phone calls may be in order to be sure that those parties involved are understanding your expectations and their responsibilities. <br />
Be willing to communicate a number of different ways to encourage the highest level of participation. Also, be sure that those with whom you are working can communicate their own issues with you so that you can solve problems before they become significant issues.<br />
<br />
Another aspect of communication for the host or planner involves continued conversation between meetings, series offerings, or after a webinar ends.<br />
* '''Between Meetings''' - If the group attending the meeting stays mostly the same, consider establishing a Slack Channel or other collaborative platform on which participants can contribute information relevant to the group between official meetings. This is also a great way to set up a watercooler space to share personal updates.<br />
* '''Between Series''' - Consider encouraging assigned reading selections or video viewings with a designated check in time and place where participants can provide feedback and additional thoughts on an issue. Participation in the continued conversation can be part of a certification process that participants receive after completion of the program.<br />
* '''After the Webinar''' - When presenting a webinar, collecting registrant information is important to engage new audience members with your group. Consider sending a tailored welcome message to anyone not already subscribed to your services. Sign them up for your newsletter. Invite them to your group chat page. Send a quick follow-up survey several months later to see how they are applying what they learn. Remember, though, to always allow them to opt out of future communications.<br />
<br />
==== Registration ====<br />
When planning a '''business meeting''', registration is probably unnecessary. You will, however, need to supply the login information to those who need to attend the meeting. This could be a URL or a phone number and may include a passcode for your specific meeting. Encourage anyone unable to attend to communicate that information in a timely manner in case there are matters that need a quorum.<br />
<br />
<br />
As host, you can choose a variety of ways to approach registration for '''webinars'''.<br />
* Advanced registration through the webinar platform - most allow you to collect basic information (name, email, institution) and set caps on registration if necessary. Usually, the system will then send out the information to login to the webinar and, if you set it up, scheduled reminders.<br />
* Advanced registration through alternative means - If you need to collect additional demographic information or payment for participants, using something like SurveyMonkey or a GoogleForm can allow you to customize and analyze registrants. This will require additional work on your part, though, since you will be responsible for distributing login information and reminders.<br />
* No registration - On occasion, you may wish to simply share the link for a scheduled webinar and hope for the best. This can work well for those events where you are unconcerned with reaching any limits that your virtual classroom may have or trust that those who are interested will show up before the limit is reached. Be sure to market your webinar widely enough to generate interest and be flexible with the audience that does attend.<br />
<br />
Several tips for registration:<br />
* If you are allowing advanced registration, start promoting and open registration no more than one month prior to the event; two weeks notice is often the most ideal. Any longer notice will often cause a greater no-show rate, especially for free events.<br />
* Allow for about a 20% attrition rate between registrants and attendees. This means if you have a classroom for 100, you may wish to allow 120 to register to allow the greatest attendance.<br />
* If you are not requiring registration, consider in advance how you will communicate any classroom size limits. Typically, rooms open 15 minutes prior to the start of an event, and you will need to be sure the room is closed before that to discourage people from entering early and to allow everyone equal opportunity to enter.<br />
<br />
=== Moderating ===<br />
When hosting an online '''meeting''', you will likely control all aspects of the time: controlling the screen, monitoring the agenda, and keeping track of the time. If necessary, appoint a parliamentarian who can help especially with time and keeping the meeting on track.<br />
<br />
While educational '''webinars''' can function with just two people (the host/moderator and the speaker), best practices recommend having a third, often silent partner to handle any technical aspects of the session. This can include issues participants have, any tricky transitions during the presentation, and unexpected technical emergencies. Having dedicated technical support means that the host can focus on content and timing issues, and the speaker can simply focus on speaking.<br />
<br />
Useful tips for moderating a webinar:<br />
* Create a master script document that includes not only what everyone will say but also blocking for various tasks (e.g., Amy starts recording, Joy stops music, Louise pulls up survey, etc.).<br />
* Have clear time estimates for each stage of the presentation. Be prepared to encourage the speaker to speed up, slow down, or move on when necessary.<br />
* Always have questions on hand to promote conversation if a Q&A time is included at the end.<br />
* After asking a question or prompting participation, slowly count to 10 to allow people to respond.<br />
* Don’t panic if something goes wrong. Technology is difficult to predict, and often you can simply work around the issue.<br />
* Be mindful of the webinar’s level of interactivity for both live participants as well as those who may view a recording later, if applicable.<br />
<br />
=== Assessing ===<br />
While most '''business meetings''' won’t need constant assessment, it is important to check in with participants to evaluate how things are working. <br />
* Is everyone able to use the selected platform or should another be tried?<br />
* Are the times still convenient for most involved?<br />
* Does everyone feel like the frequency is sufficient or should that be reevaluated?<br />
* Are the meetings productive or could that use some work?<br />
By encouraging your participants to provide feedback, you’ll soon find the best virtual meeting environment for your group.<br />
<br />
Assessment of '''webinars''' is often important for a group to determine not only if that webinar was successful but also what types of webinars should be pursued (if any) in the future. While creating a simple survey is easy enough, getting participants to complete the survey can often be difficult.<br />
<br />
When planning assessment, consider the following:<br />
* Encourage participants to complete the survey immediately after the webinar by setting the platform to redirect to the survey when the webinar is ended. You can also provide a link to the survey during the final minutes of the webinar to catch those who may wish to leave early.<br />
* Email participants immediately after the event and perhaps one week later. Use the email point of contact to advertise additional webinars or how participants can get involved with your group.<br />
* Connecting completion of the assessment with distribution of a certificate of completion can often encourage greater participation. (Check out the [[Planning Virtual Meetings and Webinars#Resources|Resources]] section below to learn how to automate the certificate process using Google’s Autocrat add-on).<br />
* When designing the survey, leave ample room for open comments.<br />
* Phrase your survey questions to be neutral. For example, if asking about the quality of the speaker, using a phrase like "The Presenter was knowledgeable" is less leading than "The Presenter was excellent." Allow the survey taker to express their level of agreement.<br />
* Consider carefully which questions are mandatory and which optional.<br />
* Ask for ideas for future programming and whether or not a participant would like to present a future webinar. This helps build programming ideas and a network of professionals.<br />
* Try to make a survey that would take no longer than 5-10 minutes to complete. <br />
<br />
[https://www.clir.org/hiddencollections/sahc/sahc_webinar_evaluation_survey Click here] for a pdf of the assessment survey from CLIR [https://www.clir.org/hiddencollections/sahc/webinar1 SAHC's first webinars].<br />
<br />
=== Sample Planning Timeline ===<br />
This sample planning timeline gives a sense of the necessary steps to plan a stand alone, virtual, educational webinar. For more planning help, check out the [[Planning Virtual Meetings and Webinars#Planning 2|Planning Resources]] below.<br />
<br />
'''2-3 months prior'''<br />
* You have a fantastic idea for a webinar (or perhaps a colleague approaches you with a fascinating idea). The first step is to investigate whether this idea has been adequately covered somewhere else in the vast universe of GLAM educational material.<br />
* You’ve determined that your idea is new and wonderfully useful to the GLAM world. Set a budget: Will you offer compensation to your speaker? Do you need to cover any technology costs? Is this an entirely volunteer based project?<br />
* Reach out to your professional connections and find a dynamic speaker who is an expert on the subject. Or, if you intend to be the speaker, find someone who is able to be your moderator for the event. <br />
* Discuss dates and create a signed agreement so everyone understands the project. When possible, include all dates (e.g., draft due dates, practice session(s), live event, etc.) in the contract. (For example, [https://www.clir.org/hiddencollections/sahc/curriculum-committee-agreement-template click here] for a Microsoft Word Template of CLIR's Curriculum Committee agreement from the SAHC project).<br />
* Discuss basic technology requirements with the speaker now including the need for reliable (preferably wired) internet and a quality headset.<br />
<br />
'''1 month prior'''<br />
* Start sharing scripts and slides. Work on timing and discuss any special technology needs. Try to find the right balance between text and images on slides.<br />
* Check on accessibility issues, including, but not limited to, font sizes and Alt text for images. Avoid slide transitions and fly-ins.<br />
* Determine now if the webinar is going to be recorded and what added concerns you need to keep in mind connected to that.<br />
* Determine if there are any supplemental documents that would be useful for participants to have.<br />
* Collect a bio for the speaker.<br />
* Begin setting up the classroom space, if possible, for the webinar environment. Some platforms, like Adobe Connect, allow hosts to set up several templates for meeting rooms (e.g., lobby, presentation, chat, etc.). By having these in place prior to the technical practice for a session, you will save time and give the speaker an idea of the available room configurations. If conducting a series of webinars, you are able to copy the format and settings of an established meeting.<br />
<br />
'''1 week prior'''<br />
* Conduct a practice session in the environment that will be used the day of the event. Make sure that internet speeds are excellent (wifi should be avoided), that telephones are available if needed, and that microphones are clear and balanced between the host and speaker.<br />
* Run through all slides, transitions, and activities to make sure that everything displays as expected. Make notes on anything that needs to be adjusted and schedule additional checks if necessary.<br />
* Have a few people participate in this session, if possible, so that font sizes, images, and display can be checked on a variety of devices (PC/Mac, tablet, desktop, laptop, etc.) and the presentation can be evaluated from several perspectives (host, speaker, attendee).<br />
* Assign individuals to tasks. Tasks may include starting and stopping the recording, ending the session, serving as timekeeper for any discussions, and moderating any questions.<br />
* Open registration for the event and share with target audiences.<br />
<br />
'''Day of event'''<br />
* Meet at least 30 minutes prior to the time set for opening the classroom (which is usually 15 minutes before the start of the webinar). Allow more time if there are multiple speakers or unresolved technical issues from the practice session.<br />
* Test and balance the microphone levels for anyone who will be speaking during the event.<br />
* Make sure everyone understands their assigned tasks.<br />
* Relax, get some water, and wait for the event.<br />
* Know that you’ve planned a new and wonderfully useful session, open the classroom, and start.<br />
<br />
== Resources ==<br />
=== Planning ===<br />
* [http://www.infotoday.com/OnlineSearcher/Articles/Features/Secrets-of-Successful-Webinars-106050.shtml Secrets of Successful Webinars] (Online Searcher, Vol. 39, no. 5, Sept./Oct. 2015) - Includes checklists and tips from Mary Ellen Bates and Cathy Chiba on planning, creating, and hosting successful webinars.<br />
* [https://mebs.files.wordpress.com/2015/06/webinar-planning-checklist.pdf MEB’s Amazing Webinar Checklist and Templates] (pdf) - A tool created by Mary Ellen Bates to help webinar hosts stay organized through the webinar planning and presentation process.<br />
<br />
=== Presenting ===<br />
* [https://helpx.adobe.com/adobe-connect/kb/best-practices-hosts-presenters-using.html Adobe Connect Best Practices for Hosts and Presenters] - While specifically designed for Adobe Connect users, this guide offers useful tips for any virtual meeting planner or presenter.<br />
* [https://www.learningsolutionsmag.com/articles/1388/best-practices-deliver-a-great-virtual-training-event Best Practices: Deliver a Great Virtual Training Event] - by Jaqueline Beck, Learning Solutions Magazine, 2014<br />
* [https://www.elearningguild.com/showfile.cfm?id=3159 Best Practices for Delivering Virtual Classroom Training] (pdf) - Randah McKinnie, Sr., eLearning Solutions, 2008 - Focuses on Adobe’s presentation software, but offers suggestions for any virtual classroom environment.<br />
* [https://www.americanexpress.com/us/small-business/openforum/articles/12-strategies-creating-webinar-wows-crowds/ 12 Strategies for Creating a Webinar that Wows Crowds] - by Bruna Martinuzzi of Clarion Enterprises, American Express Open Forum, December 2016<br />
* [https://bridgepoint.equella.ecollege.com/curriculum/file/fd92fafa-163c-4199-87ae-1097b2e51720/1/SLA%202017.zip/story_html5.html Adaptive and Engaging: Video Tutorials Done Right] - an adaptation of a presentation given by Jamie Lin at the SLA 2017 Annual Meeting in Phoenix, AZ. The narrated presentation allows exploration of a number of facets of creating recorded video tutorials. For the best viewing experience, use a browser other than Chrome.<br />
* [https://hbr.org/2015/03/how-to-run-a-great-virtual-meeting How to Run a Great Virtual Meeting] - by Keith Ferrazzi, Harvard Business Review Online, March 27, 2015<br />
* [https://medium.com/the-art-of-keynoting/the-20-minute-rule-for-great-public-speaking-on-attention-spans-and-keeping-focus-7370cf06b636 The 20-Minute Rule for Great Public Speaking--On Attention Spans and Keeping Focus] - by Alf Rehn, Professor and Speaker, The Art of Keynoting, April 11, 2016 - An excellent read on the art of crafting quality presentations<br />
* [http://sixminutes.dlugan.com/speaking-rate/ What is the Average Speaking Rate?] - by Andrew Dlugan, Six Minutes Speaking and Presentation Skills, Nov. 2012 - An overview to help you calculate your rate of speech (i.e., how quickly you speak) to help you gauge how much content you need for a given time period<br />
* [http://sixminutes.dlugan.com/rule-of-three-speeches-public-speaking/ How to use the Rule of Three in Your Speeches] - by Andrew Dlugan, Six Minutes Speaking and Presentation Skills, May 2009 - An overview of how to apply the aesthetic Rule of Three to speech<br />
<br />
=== Accessibility ===<br />
* [http://dor.ca.gov/DisabilityAccessInfo/How-do-I-Plan-Accessible-Presentations-and-Webinars.html How do I plan accessible presentations and webinars?] - A brief resource with links from the California Department of Rehabilitation<br />
* [https://www.fda.gov/AboutFDA/AboutThisWebsite/Accessibility/ucm214503.htm Accessible Web Conferences and Webinar Best Practices] - A guide from the U.S. Food and Drug Administration<br />
* [https://help.blackboard.com/Learn/Instructor/Accessibility/Caption_Video_Content_Best_Practices Best Practice: Captioning Video Content] - a summary resource from Blackboard Help that provides an overview of captioning including basic help for using YouTube to add captions to videos.<br />
* [http://ccacaptioning.org/resources/ Resources: How To's & Best Practices for Closed Captioning] - An extensive list of resources from the [http://ccacaptioning.org/ CCAC] (Collaborative for Communication Access vis Captioning), an advocacy and education group to encourage greater accessibility to content through quality captioning.<br />
* [http://www.3playmedia.com/resources/overview/ 3PlayMedia Resources] - An extensive listing of resources related to captioning and other digital accessibility requirements including related US laws and policies, research reports, white papers, and webinars (recorded and live). [http://www.3playmedia.com/ 3PlayMedia] is a professional captioning service based in Boston, MA.<br />
* [http://bbc.github.io/subtitle-guidelines/ BBC Subtitle Guidelines] - The extensive policy and guidelines from BBC for creating and attaching captions and subtitles to videos. This could provide help with determining fonts, line breaks, and other style assistance as well as other practical information.<br />
* [https://accessibility.blog.gov.uk/2016/09/02/dos-and-donts-on-designing-for-accessibility/ The Dos and Don'ts on Designing for Accessibility] - From the Gov.UK blog, these 2016 visual posters designed by Karwai Pun offer clear suggestions and guidelines for designing content for a variety of disabilities and impairments.<br />
<br />
=== Resources and Media ===<br />
When using images, videos, and music for virtual learning, carefully consider any restrictions on the media. If you have any doubt over proper use and/or attribution requirements or limitations, contact the owner or licencor of the media. CLIR and DLF are not responsible for any misuse of media obtained from the following sources.<br />
<br />
* [http://www.docurated.com/101-free-free-try-online-collaborative-learning-tools-teachers-educators 102 Free (or Free-to-Try) Online Collaborative Learning Tools for Teachers and Educators] - While geared specifically to elementary and secondary education, quite a few of the tools listed could be used and adapted to professional development training experiences.<br />
* [http://edtechteacher.org/tools/research/finding-images/ Finding Public Domain Images for Multimedia Projects] - An extensive list of public domain image sources including a number of government image sources.<br />
* [https://elearningindustry.com/free-stock-photos-sites-for-elearning Free Stock Photos Sites for eLearning] - A listing of sites. Some may require registration and some do have limits to the free use for images.<br />
* [http://freemusicarchive.org/curator/Video/ Free Music Archive (FMA): Music for Video] - A special portal within FMA which pre-screens music contributions for use in video. The search capabilities are robust including basic searches like artist and genre to more specific searches like clip length and license type.<br />
* [https://www.youtube.com/watch?v=L8Z89-q1OnU Create Professional Development Certificates from Google Forms using Autocrat] - YouTube tutorial from Jeffrey Bradbury, Teachercast Podcast (August 11, 2015) showing how to build a certificate using several Google products.<br />
* [https://www.youtube.com/watch?v=vC1Zp-x9bGQ&spfreload=1 Using Autocrat to send personalized PDF certificates via Form Submit] - YouTube tutorial by edtech2020, Tim Chase, May 16, 2013<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Setting_Up_Year-Round_Meetings&diff=14179Setting Up Year-Round Meetings2018-08-28T12:43:47Z<p>Nowviskie: /* Table of Contents */</p>
<hr />
<div>{| class="wikitable" border="1"<br />
|''“To get the ball rolling, schedule a conference call. Email/listservs are great for some things, but a conference call or face-to-face meeting really gets discussion and action.” —Cristela Garcia-Spitz''<br />
|}<br />
<br />
Most DLF groups meet regularly online (at least on a monthly basis, with sub-groups meeting more often). They generally use free Google Hangouts, Skype, or other teleconferencing platforms provided by group leaders’ institutions, and schedule and announce calls on their own. <br />
<br />
There is no requirement to use a DLF-provided platform, but we are happy to set up a call for you in UberConference, if you have a large group and DLF’s space is [https://calendar.google.com/calendar/embed?src=98gqpb11011p6tqk6n8ebmk6p8%40group.calendar.google.com&ctz=America/New_York not otherwise booked].<br />
<br />
== Scheduling == <br />
[http://whenisgood.net/ WhenIsGood] is an easy way to find out when everyone is free for your next meeting or event. No sign-ups or passwords required, and users just paint over their times of availability. Many DLF groups are finding this a friendlier alternative to the ubiquitous [http://doodle.com Doodle]!<br />
<br />
{| class="wikitable" border="1"<br />
|''“Knowing that the group has a standing monthly meeting is so much better than constant doodle polls.” —Kelcy Shepherd''<br />
|}<br />
<br />
== DLF Web/Phone Conferencing Support ==<br />
DLF maintains an [http://uberconference.com UberConference Pro] account that can be made available for audio conversations via browser or phone. <br />
<br />
Please make sure your [https://calendar.google.com/calendar/embed?src=98gqpb11011p6tqk6n8ebmk6p8%40group.calendar.google.com&ctz=America/New_York preferred meeting time is available], then contact us for scheduling. (Leaders of groups under 10 may prefer to create their own free Uberconference account and schedule meetings independently--no need to work around other groups or depend on us to set up the calls.)<br />
<br />
'''[https://calendar.google.com/calendar/embed?src=98gqpb11011p6tqk6n8ebmk6p8%40group.calendar.google.com&ctz=America/New_York Check the calendar] -- and don't forget timezones!'''<br />
<br />
=== DLF Uberconference Tips ===<br />
* Participants joining by computer will need Firefox or Chrome for the VOIP audio to work. Test your sound here: https://www.uberconference.com/system/cal<br />
* If you wish to audio-record a call (after making sure all participants are aware and give their consent!), you will need to log in to UberConference using our Pro account, rather than using your personal one. Contact us for temporary access, which will enable you to see a little round “record” button along the bottom corner of your call dashboard. After clicking it, you’ll want to call in separately as “yourself,” or at least identify yourself to other callers who, if joining by browser, will otherwise see you as “DLF.” <br />
* Any user can share their screen without assistance or approval. The one thing that is required is the latest Google Chrome. Instructions (including a walk-thru tutorial) are here: http://help.uberconference.com/customer/portal/articles/1854630-screen-sharing-faq?b_id=6483<br />
* For further instructions, look [http://help.uberconference.com/ here].<br />
<br />
===Zoom===<br />
DLF plans to maintain a [https://zoom.us Zoom] account that can be made available for audio and video conversations as well as slideshare via browser or phone. <br />
<br />
Please review available meeting times on the [https://calendar.google.com/calendar?cid=MW5scWloYmRoc2NhN3I3bnBlOTNzbzY2a2tAZ3JvdXAuY2FsZW5kYXIuZ29vZ2xlLmNvbQ] and then contact us for scheduling. To transition from UberConference to Zoom, we will be contacting group leaders individually, but don't hesitate to reach out if you have questions!<br />
<br />
===DLF Zoom Tips===<br />
* There are many ways to join a Zoom call. Please review Zoom's [https://support.zoom.us/hc/en-us/categories/200101697-Getting-Started Getting Started] page before joining a call. [https://support.zoom.us/hc/en-us/articles/115002262083-How-Do-I-Test-Prior-to-Joining-a-Meeting- Test your connection prior to joining the meeting].<br />
* If you wish to record the meeting (after making sure all participants are aware and give their consent!), let us know and we'll set up auto recording. <br />
* For further instructions, visit the [https://support.zoom.us/hc/en-us support page].<br />
<br />
== Further Considerations == <br />
How can you ensure everyone who wants to participate in your meetings can? <br />
<br />
* [http://www.fda.gov/AboutFDA/AboutThisWebsite/Accessibility/ucm214503.htm Accessible Web Conferences and Webinar Best Practices]<br />
* [http://blog.idonethis.com/tools-for-managing-time-zone-differences/ 15 Beautiful Tools for Managing Time Zone Differences]<br />
* Consider parenting and other caregiver responsibilities when suggesting meeting times.<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Planning_an_In-Person_Meetup&diff=14178Planning an In-Person Meetup2018-08-28T12:43:34Z<p>Nowviskie: /* Table of Contents */</p>
<hr />
<div>{| class="wikitable" border="1"<br />
|''“Working out practicalities of doing what you love is much more fun together.”—Olivia Thompson''<br />
|}<br />
<br />
Many DLF groups and communities meet annually at the [http://diglib.org/forums/ DLF Forum]. In-person meetings can be a great way to give your group a milestone toward which to work, and DLF groups find Forum gatherings a fun way to celebrate accomplishments, generate ideas and goals, welcome new members, and build momentum for the coming year. Our staff are always available to consult, advise, and help with logistics. Possibilities include panel discussions, working lunch sessions '''(where established DLF groups get special priority)''', breakfast meetings, workshops, or evening social meetups. <br />
<br />
Some examples from recent DLF Forums:<br />
<br />
* [https://dlfforum2016.sched.org/event/8LGl/t4a-lunchtime-session-whats-on-the-digital-library-pedagogy-menu-a-working-lunch What’s on the Digital Library Pedagogy Menu? A Working Lunch]<br />
* [https://dlfforum2015.sched.org/event/4AO9/collaborative-efforts-to-develop-best-practices-in-assessment-a-progress-report Collaborative Efforts to Develop Best Practices in Assessment: A Progress Report]<br />
* [https://dlfforum2016.sched.org/event/8YEk/dh-dlfteach-happy-hour Digital Humanities/#DLFteach Happy Hour]<br />
* [https://dlfforum2016.sched.org/event/8oXC/minimal-computing-group-dinner Minimal Computing Group Dinner]<br />
* Digital Library Assessment Lunch [https://dlfforum2015.sched.org/event/4A5T/digital-library-assessment-lunch 2015] and [https://dlfforum2016.sched.org/event/8LG8/m2a-lunchtime-session-digital-library-assessment-lunch 2016]<br />
<br />
We're also happy to collaborate on in-person meet-ups and events held elsewhere. Some things to think about: <br />
<br />
* Where will your community be gathering anyway? Add-on events save costs!<br />
* What work can be done [[Setting Up Year-Round Meetings|ahead of time]], and what most benefits from in-person exchange?<br />
* How can you make your meeting as [[Facilitating for Diversity and Inclusion|inclusive and accessible]] as possible? <br />
* What support from DLF would make all the difference? <br />
<br />
== Your Responsibilities == <br />
DLF staff will make every effort to create a safe and welcoming environment on-site at the DLF Forum, but please don’t forget that even off-site DLF group meetings (such as happy hour events and dinners) fall under the terms of our [https://www.diglib.org/about/code-of-conduct/ DLF Code of Conduct]. Please take [[Facilitating for Diversity and Inclusion|your responsibility]] as host seriously, and work to make gatherings enjoyable for everyone. <br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Gathering_Info/Building_Enthusiasm&diff=14177Gathering Info/Building Enthusiasm2018-08-28T12:43:17Z<p>Nowviskie: /* Table of Contents */</p>
<hr />
<div>{| class="wikitable" border="1"<br />
|''“Ask questions of the group, and generate discussion on “what should we do next?” People want to see progress, and feel like they are making a difference.” —Jody DeRidder''<br />
|}<br />
<br />
{| class="wikitable" border="1"<br />
|''“I think the coolest thing about #DLFteach chat was seeing so many people eager for ways not only to learn about resources but to share them.”—Olivia Thompson''<br />
|}<br />
<br />
== Twitter Chats == <br />
Is your project just getting started? The DLF [https://www.diglib.org/groups/digital-library-pedagogy/ Digital Library Pedagogy group] has found Twitter chats a successful way to engage current members in conversation, gauge interest in initiatives, and attract new members. DLF has also hosted chats on behalf of newly-forming groups on subjects like user requirements for born-digital resources. We are happy to hand over control of our [https://twitter.com/CLIRDLF @CLIRDLF] Twitter account to your selected chat leaders, through Tweetdeck, for extra promotion of the event and so that questions can be tweeted out from a central account. Just [Mailto:info@diglib.org get in touch] for scheduling! <br />
<br />
DLF groups often run Twitter chats twice in one day, both in the afternoon and evening, in order to reach participants across timezones and personal/professional obligations. Another common practice is to make a transcript available afterward as both a spreadsheet and a Wakelet presentation. Below are some resources on organizing, running, and documenting Twitter chats.<br />
<br />
* [https://blog.hootsuite.com/a-step-by-step-guide-to-twitter-chats/ Step-by-Step Guide to Twitter Chats] - Hootsuite<br />
* [http://www.robynsonlineworld.com/2014/09/tutorial-how-to-effectively-use-tweetdeck-for-twitter-chats/ TUTORIAL]: How to Effectively Use Tweetdeck for Twitter Chats<br />
* [http://mashable.com/2009/12/08/twitter-chat/#hnqfFJoT9EqS HOW TO]: Start and Run a Successful Twitter Chat - Mashable<br />
* [http://www.techrepublic.com/article/how-to-run-a-twitter-chat-7-tips/ How to Run a Twitter Chat: 7 tips] - Tech Republic<br />
* [https://wakelet.com Wakelet] - Wakelet<br />
<br />
'''Some groups have used Storify to curate and archive their Twitter chats. Since Storify will no longer be made available after May 16, 2018, DLF has migrated its own Storify account to Wakelet, and groups are welcome to use our [https://wakelet.com/@CLIRDLF @CLIRDLF] Wakelet account! Just [Mailto:info@diglib.org let us know].'''<br />
<br />
{| class="wikitable" border="1"<br />
|''“I've found Survey Monkey to be a useful tool to canvas a group -- to help narrow down areas of interest for forum sessions/working lunch topics.” —Cathy Aster''<br />
|}<br />
<br />
== Taking the Pulse == <br />
We also suggest conducting short surveys and polls, or requesting open comment on a brief, draft document or mission statement, as a good way to get a sense of your community. You can use tools like Google Forms/Google Docs or Twitter polls for this purpose, but for more in-depth, formal surveys we are happy to provide access to our [https://www.surveymonkey.com/ SurveyMonkey] account. <br />
<br />
Please feel free to contact us for assistance or go right ahead with lighter-weight approaches! We only ask that you be sure to '''tag @CLIRDLF on Twitter''' and '''send messages about your work to our primary listserv''', [https://diglib.org/announce DLF-Announce], so that we can help promote it and drive traffic your way!<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Preventing_and_Managing_Burnout&diff=14176Preventing and Managing Burnout2018-08-28T12:43:05Z<p>Nowviskie: /* Table of Contents */</p>
<hr />
<div>Community organizing and group leadership is hard work. You’re no good to anyone if you burn out quickly. Please don’t forget to put on your own oxygen mask first! <br />
<br />
{| class="wikitable" border="1"<br />
|''“Tap into the community. Ask specific individuals for help or suggestions on who else to ask.” —Cristela Garcia-Spitz''<br />
|}<br />
<br />
{| class="wikitable" border="1"<br />
|''“Don’t be afraid to say when you’ve taken on too much, and to ask for help. Some people won’t step up until asked directly, and it doesn’t help anyone if you go under.” —Jody DeRidder''<br />
|}<br />
<br />
== Readings and Resources == <br />
* [https://socialwork.buffalo.edu/resources/self-care-starter-kit.html Self-Care Starter Kit] - SUNY Buffalo School of Social Work<br />
<br />
* [http://everydayfeminism.com/2016/04/self-care-for-woke-folks/ Everyday Feminism’s 5 Self-Care Tips for Activists]<br />
<br />
* [http://journal.code4lib.org/articles/10409 How to Hack it as a Working Parent] - Code4Lib Journal<br />
<br />
* Becky Yoose's #c4l16 talk “[https://gist.github.com/dmolesUC3/7102315bb6cf8ba5c4fd The Modern Day Sisyphus: #libtech Burnout and You]” and [https://www.zotero.org/groups/c4l16yoose selected bibliography]<br />
<br />
* Stacie Williams, “[https://medium.com/@Wribrarian/all-labor-is-local-344963e33051#.ydy2ge2dp All Labor is Local]” (2016 DLF Forum keynote talk)<br />
<br />
* [http://mindfuloccupation.org/files/booklet/mindful_occupation_singles_latest.pdf Mindful Occupation: Rising Up Without Burning Out] (PDF)<br />
<br />
* [http://uppingtheanti.org/journal/article/03-how-to-keep-on-keeping-on/ How to Keep On Keeping On]: Sustaining Ourselves in Community Organizing and Social Justice Struggles<br />
<br />
* [https://librarianburnout.com Librarian Burnout]<br />
<br />
{| class="wikitable" border="1"<br />
|''“Caring for myself is not self-indulgence, it is self-preservation and that is an act of political warfare.” – Audre Lorde''<br />
|}<br />
<br />
== Sending Out an SOS == <br />
Please contact Team DLF or director Bethany Nowviskie [https://www.diglib.org/about/staff/ directly and confidentially] if you are ever feeling over-stretched. We’ll find ways to continue your good work and give you a break! After all, it takes a [https://twitter.com/search?f=tweets&vertical=default&q=%23DLFvillage&src=typd #DLFvillage]. <br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Facilitating_for_Diversity_and_Inclusion&diff=14175Facilitating for Diversity and Inclusion2018-08-28T12:42:44Z<p>Nowviskie: /* Table of Contents */</p>
<hr />
<div>{| class="wikitable" border="1"<br />
|''“I’m grateful to the DLF for taking their mission of inclusion seriously.”—Stacie Williams''<br />
|}<br />
<br />
{| class="wikitable" border="1"<br />
|''“I love the inclusive, expansive, thoughtful, and community-oriented leadership [of the DLF].”—Chris Bourg''<br />
|}<br />
<br />
== Basic Resources ==<br />
<br />
'''Social justice and the public good are front-and-center in DLF’s [https://www.diglib.org/about/ mission statement].''' But these are impossible goals to serve without thoughtful, conscious, welcoming, and dedicated efforts among all our working and interest groups, as well as among our staff and the volunteer committees that help organize DLF Forum. <br />
<br />
Below, you’ll find just a few recommended readings and toolkits for pushing against structural racism, systemic gender bias, able-ism, and other forms of oppression and exclusion that are endemic in librarianship and technology fields. '''This list is far from complete!''' We welcome your contributions. <br />
<br />
* [https://simmons.libguides.com/anti-oppression Beatley Library Anti-Oppression Guide]<br />
<br />
* [http://www.siatoolkit.com/ Social Inclusion Audit and Toolkit]<br />
<br />
* [http://geekfeminism.wikia.com/wiki/Geek_Feminism_Wiki Geek Feminism Wiki]<br />
<br />
* Code4Lib Journal Special Issue on [http://journal.code4lib.org/issues/issues/issue28 Diversity in Library Technology]<br />
<br />
* [https://www.racialequitytools.org/home Racial Equity Tools]<br />
<br />
* [https://www.trainingforchange.org/publications/diversity-consensus Diversity & Consensus - Training for Change]<br />
<br />
* [https://www.trainingforchange.org/tools Tools and Activities - Training for Change]<br />
<br />
* [https://hbr.org/2016/04/run-meetings-that-are-fair-to-introverts-women-and-remote-workers Run Meetings That Are Fair to Introverts, Women, and Remote Workers - Harvard Business Review]<br />
<br />
* Consider increasing the safety level of sensitive meetings by running them under the [https://en.wikipedia.org/wiki/Chatham_House_Rule Chatham House Rule]. <br />
<br />
== Code of Conduct ==<br />
In 2016, DLF staff and members of our newly-established DLF Forum Planning Committee on Inclusivity worked together to revise our '''Code of Conduct''', which had been in place since 2012. The DLF CoC now covers activities happening under the Digital Library Federation umbrella, both in person and online, year-round. All group facilitators are asked to read this document, share with their communities, and contact us with questions or suggestions.<br />
<br />
* [https://www.diglib.org/about/code-of-conduct/ Revised DLF Code of Conduct]<br />
* [https://www.diglib.org/archives/11814/ Blog post]: “Behind the scenes: making the Forum as welcoming and accessible as possible”<br />
<br />
== Accessibility == <br />
<br />
* [https://www.diglib.org/forums/2016forum/guide-to-creating-accessible-presentations/ DLF Forum Guide to Creating Accessible Presentations]<br />
<br />
* [http://docs.lita.org/accessibility/ Accessibility tips and resources from LITA]<br />
<br />
== Ally Skills ==<br />
DLF has also underwritten formal Ally Skills training courses at two recent Forums, most recently in Milwaukee, 2016 with Bess Sadler and Mark Bussey. Interested in having this opportunity available at a future DLF Forum or in helping us to fund opportunities like this? [Mailto:info@diglib.org Let us know.]<br />
<br />
* [https://www.diglib.org/forums/2016forum/ally-skills-workshop/ 2016 DLF Ally Skills Workshop]<br />
* [https://www.youtube.com/watch?v=Y2F_Bmx_CNE Video]: Ally Skills Workshop taught at Wikimedia Foundation - Valerie Aurora of Ada Initiative<br />
{| class="wikitable" border="1"<br />
|''“The level of generosity, drive toward inclusion, & care for colleagues in the @CLIRDLF community inspires, astounds.”—Bethany Nowviskie<br />
''<br />
|}<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=General_Facilitation_and_Goal-Setting&diff=14174General Facilitation and Goal-Setting2018-08-28T12:42:27Z<p>Nowviskie: /* Table of Contents */</p>
<hr />
<div>{| class="wikitable" border="1"<br />
|''“For interactive sessions to be impactful, they need to be well organized—not only with a clear activity in mind—but also with report-outs & follow through.” —Cathy Aster''<br />
|}<br />
<br />
{| class="wikitable" border="1"<br />
|''“Make sure tasks have deadlines (reasonable ones), and set up regular conference calls to keep things rolling.” —Jody DeRidder''<br />
|}<br />
<br />
== General Guidelines == <br />
<br />
We recommend the following set of general guidelines for group leaders:<br />
* [http://oqi.wisc.edu/resourcelibrary/uploads/resources/Facilitator%20Tool%20Kit.pdf Facilitator Tool Kit: A Guide for Helping Groups Get Results] - University of Wisconsin Madison (PDF)<br />
* [http://ctb.ku.edu/en/table-of-contents/leadership/group-facilitation Group Facilitation and Problem-Solving - Community Toolbox] - University of Kansas<br />
* [https://www.brown.edu/about/administration/sheridan-center/teaching-learning/effective-classroom-practices/discussions-seminars/facilitating Facilitating Effective Group Discussions] - Brown University<br />
* [http://www.seedsforchange.org.uk/resources Seeds for Change] (guides to consensus-based decision-making, virtual meeting facilitation, working in groups, making meetings more accessible, and more)<br />
* [http://docs.lita.org/tips-for-facilitating-virtual-meetings/ Tips for Facilitating Virtual Meetings] from LITA<br />
* [http://docs.lita.org/consensus-process-for-virtual-teams/ Consensus Process for Virtual Teams] from LITA... and see also "[https://www.trainingforchange.org/publications/diversity-consensus Diversity and Consensus]" from Training for Change (cited on our page about [[Facilitating for Diversity and Inclusion]])<br />
* [https://18f.gsa.gov/2016/12/14/how-to-run-an-efficient-meeting/ How to Run an Efficient Meeting] - GSA<br />
<br />
== Getting in Touch with Past and Present DLF Group Leaders == <br />
Past and present coordinators of our existing groups are also a great resource, and in our experience they are always eager to share. Do you admire what an existing DLF group has accomplished? '''Get in touch with leadership and ask how!''' (We're happy to connect you if it's not obvious who to ask.) <br />
<br />
*[https://www.diglib.org/groups/born-digital-access-group/ Born-Digital Access Group]: Jessica Farrell <br />
*[https://www.diglib.org/groups/assessment/ DLF Assessment Interest Group]: Santi Thompson, Sara Rubinow, Molly Bragg, Christina Harlow, Hannah Scates Kettler, Kate Thornhill, Joyce Chapman<br />
*[https://www.diglib.org/groups/digital-library-pedagogy/ DLF Digital Library Pedagogy Group]: Elizabeth Joan Kelly & Ellie Dickson <br />
*[https://www.diglib.org/groups/e-research-network/ DLF eResearch Network]: Jason Clark & Sara Mannheimer<br />
*[https://www.diglib.org/groups/pmg/ DLF Project Managers Group]: Cynthia York, Micah Vandegrift, Eric L. Stedfeld; past chairs include: Cristela Garcia-Spitz, Delphine Khanna, Jennifer Vinopal, Sarah Shreeves<br />
<br />
{| class="wikitable" border="1"<br />
|''“You will lose people along the way – don’t fret it. Focus on where the energy is, and keep the ball rolling by engaging the ones with the energy.” —Jody DeRidder''<br />
|}<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Starting_a_New_Initiative_or_Working_Group&diff=14173Starting a New Initiative or Working Group2018-08-28T12:42:13Z<p>Nowviskie: /* Table of Contents */</p>
<hr />
<div>DLF groups are typically formed by virtue of our being approached by people with good ideas, so there's no annual timeline or formal approval process for affiliation. Simply get in touch with us at [mailto:info@diglib.org info@diglib.org] to discuss the possibilities! <br />
<br />
Our working group leaders are self-starters and we encourage them to think creatively about platforms they can use independently to get their work done. The DLF Team works with groups on a case-by-case basis to try to get them the [https://wiki.diglib.org/Working_with_Team_DLF resources] they need. We also make sure to reserve some space for DLF-affiliated groups at the DLF Forum. <br />
<br />
In exchange, we ask that your group: <br />
<br />
* Operate under the [https://www.diglib.org/about/code-of-conduct/ DLF Code of Conduct] if you use our name (or a similar code, in case of a partnership or pre-existing group)<br />
* Keep your DLF website and OSF and/or wiki pages reasonably up-to-date (even if those are mostly just pointers to information held elsewhere)<br />
* Tag [https://twitter.com/CLIRDLF @CLIRDLF] on Twitter and send messages about your work to our primary listserv, [https://lists.clir.org/cgi-bin/wa?A0=DLF-ANNOUNCE DLF-Announce], so that we can help promote it and drive traffic your way!<br />
<br />
Please don’t hesitate to [mailto:info@diglib.org reach out to us] with any questions or ideas! Starting a new initiative or working group could be as simple as: sending out a call for interest to gauge interest in the community; getting in touch with those willing to put in time, to schedule a meeting and develop a plan; and using DLF as a platform to circulate new ideas, resources, and readings, and to make progress on issues.<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=Working_with_Team_DLF&diff=14172Working with Team DLF2018-08-28T12:41:58Z<p>Nowviskie: /* Table of Contents */</p>
<hr />
<div>{| class="wikitable" border="1"<br />
|''“Reach out to DLF staff and former leaders to find out as much information [as you can]. They are your best resource when first getting started.” —Cristela Garcia-Spitz'' <br />
<br />
|}<br />
{| class="wikitable" border="1"<br />
|''“DLF is amazing—don’t hesitate to reach out to them if you have an idea!”—Elizabeth Joan Kelly''<br />
|}<br />
<br />
{| class="wikitable" border="1"<br />
|''“They email back so fast. It’s wild.”—Rachel Appel''<br />
|}<br />
<br />
The Digital Library Federation is purposefully [https://www.diglib.org/about/staff/ lightly staffed]. This means that '''we welcome your creative thinking''' about the best ways to get things done—no process or system is set in stone, and you are not required to use technologies we offer or work to a certain timeline in order to get our support. (We are also allergic to red tape.) <br />
<br />
== How We Can Help == <br />
Team DLF is always available to help with:<br />
<br />
* Forming new groups and initiatives, and discussing needed levels of DLF support <br />
* Facilitating collaborations with other DLF groups and committees, and making connections beyond the immediate DLF community, including (among others) to the [http://ndsa.org/ NDSA]<br />
* Creating editable pages on the DLF [https://diglib.org/ website] and wiki, or creating and hosting other web resources<br />
* Communications and visual branding, including signal-boosting: promoting your group’s activities through DLF’s various social media channels, calendars, and lists<br />
* Setting up an [https://lists.clir.org/ email list], scheduling a conference call, or facilitating a Twitter chat<br />
* Options for open access publications, both online and print, including through [http://clir.org/ CLIR]<br />
* Managing your data, with connections to DLF’s Github and OSF repositories<br />
* Planning and organizing an in-person meet-up at the annual DLF Forum<br />
* Creating [https://www.diglib.org/opportunities/fellowships/ cross-pollinator] opportunities to connect your conference or community to ours<br />
* Providing limited financial sponsorship or in-kind contributions to good causes<br />
* Brainstorming next steps for your group and consulting on ways to build and maintain momentum<br />
* Learning from each other, and answering any questions about DLF you may have!<br />
<br />
== Do I have to be a member? Does our project have to be "official?" == <br />
We happily support and amplify ''far more community-based activity'' than is represented elsewhere on this wiki or on [https://www.diglib.org/ our website]. If you're doing great work that needs a boost but not a "home," don't hesitate to contact us. '''We won't co-opt or DLF-brand you.''' <br />
<br />
We also work with energized, committed teams regardless of the institutional affiliation of their participants. '''You don't have to be part of a DLF member organization to lead or join a working group.''' <br />
<br />
That said, everything Team DLF does depends on the financial support of our [https://www.diglib.org/members/ members.] If you are in a position to influence institutional membership decisions, we'd be extremely grateful for [https://www.diglib.org/members/join/ your advocacy!]<br />
<br />
== Contacting DLF == <br />
You can always reach individual staff members [https://www.diglib.org/about/staff/ directly], but we encourage first contacts to the whole team, at [mailto:info@diglib.org info@diglib.org].<br />
<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]</div>Nowviskiehttps://wiki.diglib.org/index.php?title=About_DLF_and_the_Organizers%27_Toolkit&diff=14171About DLF and the Organizers' Toolkit2018-08-28T12:41:38Z<p>Nowviskie: /* Table of Contents */</p>
<hr />
<div>{| class="wikitable" border="1"<br />
|''“Use this federation, this DLF. It is yours. Its whole purpose is to be a framework for what you need. [Use it] to create—or resist.” —DLF director Bethany Nowviskie''<br />
|}<br />
[[File:Organizing-with-DLF.png|thumb]]<br />
== Table of Contents == <br />
# [[About DLF and the Organizers' Toolkit]]<br />
# [[Working with Team DLF]]<br />
# [[Starting a New Initiative or Working Group]]<br />
# [[General Facilitation and Goal-Setting]]<br />
# [[Facilitating for Diversity and Inclusion]]<br />
# [[Communications and Consensus]]<br />
# [[Preventing and Managing Burnout]]<br />
# [[Gathering Info/Building Enthusiasm]]<br />
# [[Planning an In-Person Meetup]]<br />
# [[Setting Up Year-Round Meetings]]<br />
# [[Planning Virtual Meetings and Webinars]]<br />
# [[Talking and Writing]] <br />
# [[Organizing and Sharing Your Work]]<br />
# [[In a Nutshell]]<br />
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== Mission == <br />
The [https://diglib.org/ Digital Library Federation] is committed to supporting inclusive, equitable, and ''highly effective'' communities of practice. We strive to be a welcoming organization and the focal point for a digital library culture that is actively anti-racist; that values evidence, expertise, and the diversity of human experience; that recognizes the intersectional effects of systemic oppression of all kinds; and that works compassionately across difference toward shared and inspiring goals. We invite everyone who shares our goals to [https://www.diglib.org/about/ learn more] and join us.<br />
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Pragmatic, compassionate, skilled, and energetic people, both within and beyond our [https://diglib.org/members/ institutional membership], use the DLF as a platform for getting things done. <br />
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'''Together, we advance research, learning, social justice, and the public good through the creative design and wise application of digital library technologies.''' <br />
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Fostering a culture like this requires ongoing collaborative work—and [[Preventing and Managing Burnout|deep care]] for those organizing and performing that work.<br />
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We believe that the best problem-solving, critical thinking, technical development, and community-based action happens when people with the widest possible array of experiences and perspectives come together as peers—working transparently and without heavy bureaucracy across institutional lines, and maintaining a level of comfort, safety, respect, and trust that supports honest exchange and allows the sharing of failures alongside success. And we offer this Toolkit in that spirit. <br />
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== Thanks and Next Steps == <br />
The DLF Organizers’ Toolkit is shared and editable. It is meant to improve our documentation of evolving community norms, contribute to best practice and institutional memory, and provide tips and resources to those who want to use the DLF to advance the field. This is ''your'' Toolkit for starting new initiatives or working groups, facilitating ongoing projects or connecting existing ones, and using the DLF [https://www.diglib.org/archives/12979/ as a platform] to lift up anything from small conversations to sweeping movements. <br />
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'''We thank past and present DLF staff and community organizers for their contributions to this document, and invite more!''' Please feel free to [Mailto:info@diglib.org make suggestions] or [[Special:CreateAccount|create an account]] and add content directly to the wiki. <br />
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Now... go on to "[[Working with Team DLF]]."</div>Nowviskie