October 2004
Soren Kaplan, co-founder of
iCohere, manages online events and communities for many large and small organizations.
Tell me about icohere? What do
you do?
iCohere helps organizations create collaborative communities, which
we classify into three types of communities learning communities,
communities of practice, and project communities. We've applied
our backgrounds in education and organizational development and built a
software platform that includes a suite of group process and
collaboration tools that help people foster relationships,
collaboratively learn together, create new knowledge, and work together
remotely.
Much of our work bridges the online world with face-to-face meetings
and events. I just returned from a meeting with the Environmental
Protection Agency, for example, in which over 300 senior leaders met
for a four-day leadership development summit in Philadelphia. Now
we're helping this distributed group continue to collaborate online by
establishing a community of practice to sustain their momentum.
Some of our other clients include organizations like SBC
Communications, the National Institutes of Health, Case Western Reserve
University, World Vision, and the American Society of Association
Executives.
What lessons can you share about
running a really great online event or conference as it relates to
community building?
We've conducted events for small groups as well as communities of up to
1000. The same principles generally apply including:
- Make the technology as invisible as possible design the online
environment and the process for participation around the experience
you're trying to create.
- Define what it means to be a good attendee and community member
ahead
of time so that norms for participation are established before the
event begins.
- Seed the community prior to the event by inviting presenters and
selected participants to create networking profiles and post brief
introductions stating their expectations for the conference.
- When people first login to the community, welcome them personally
through an instant message, just like you might greet them at the door
of a conference hall.
- Engage people through constant communication. Send out
emails that
detail the upcoming day's program, summarize the previous day's events,
and that provide a direct link to the community to ensure easy
access.
This creates energy and establishes momentum that inspires
participation.
- Stagger live events to accommodate different time zones and
archive events for those who cannot attend in real time.
- Provide opportunities for facilitated live and asynchronous
conversations focused on giving people an opportunity to contribute
resources, stories, and best practices.
- Create a structure for supporting unstructured discussions and
networking so that topics and ideas from the community can emerge
organically.
- Tell success stories about how previous attendees have gotten the
most out of participation for example, stories about how people have
most effectively used their time, how they've networked and created new
relationships, and how they've learned something new that's resulted in
a new opportunity.
There
is growing interest in online communities strengthening offline
communities, and vice versa. What strategies or formats are most
effective?
If you take an historical perspective, the WELL (www.well.com) was one
of the first widely recognized examples of the successful bridging of
online and offline community. One advantage of the WELL was that
many community members lived in the same region, the San Francisco Bay
Area. Meetup (www.meetup.com) and Moveon (www.moveon.org) have
demonstrated more recent success through facilitating interest-based
and action-based networking and collaboration. In addition to
these examples of online communities spawning face-to-face connections,
more and more individual organizations are looking at this topic as a
way to strengthen their culture, enhance work processes and develop
their people.
Here's a case in point. In early 2004 World Vision International
(www.wvi.org) embarked on a strategic planning process to identify
organization-wide priorities and goals to guide the organization into
the future. With over 20,000 employees and offices in 100
countries, World Vision is one of the world's largest non-profit
organizations and is currently the world's largest distributor of food,
feeding over seven million people last year. An important part of
this planning process occurred last June, when 150 of World Vision's
leaders from offices around the world met in Bangkok for a
summit. World Vision not only involved its top leaders in the
process, but it engaged 4000 employees in an unprecedented virtual
process through our online collaborative community platform.
For a month before the Bangkok summit began, employees and other
stakeholders were asked to participate in face-to-face meetings at
country and regional levels to discuss World Vision's core competencies
and aspirations for the future. Both individuals and groups
summarized their success stories and insights and then logged into an
online community designed to capture and share best practices from
across the globally dispersed organization. Over 4500 people from
60 countries contributed to this important pre-work by participating
in a month-long cycle of face-to-face and online dialogue and
collaboration.
Virtual participation continued once the summit began in Bangkok, with
the online community continuing to serve as a link through which the
entire organization could participate in the summit process.
Highlights from the Bangkok meeting were summarized and posted to the
online community. Overnight, the rest of the organization around
the world read, discussed, and voted on issues and ideas that emerged
from the face-to-face summit. This input was summarized and integrated
into the Bangkok meeting the next day.
World Vision's project community illustrates how virtual and
face-to-face processes can inform one another. The Bangkok summit
created an opportunity to weave together an entire global
organizational system, merging virtual and face-to-face collaboration
in ways that tapped the collective wisdom of the organization. Within
an extremely short period of time, in a way seldom seen in traditional
planning meetings, an entire organization was able to be represented
and work together in a meaningful way. (For a streaming presentation
that provides additional detail about World Vision's approach and
process,
click here).
In what ways do you see collaboration
connecting to community?
Regardless of how you define community, our view is that online
communities must become more collaborative by necessity. To add
value
to their sponsoring organizations, not to mention their members,
communities are becoming more and more goal oriented, and achieving
these goals often involves encouraging or directly facilitating
collaboration.
Take the New Media Consortium for example. The NMC is a
consortium of
companies like Macromedia, Apple and Adobe and major universities
focused on developing next generation learning technology. As
part of
NMC's approach to building its community, we've helped them establish
an approach to delivering four-day online conference events. On
the
opening day, members log into an online community site, create a
networking profile and are met with a streaming media welcome and
overview by Larry Johnson, CEO of NMC. Each day a new set of conference rooms open where participants can view
streaming presentations and then interact through discussion boards
with the presenters and other attendees. A Collaboration
Cafe
provides a forum for members to discuss a variety of topics. A
daily
Happy Hour brings together presenters and attendees in a real-time
online chat. A searchable directory of participant profiles and
instant messaging options create networking opportunities to help
members identify new partnerships and collaborative projects. Online
discussions throughout the conference and public and private virtual
meetings create an easy, friendly environment to compare interests and
exchange information. This kind of learning event takes community
facilitation to the next level . The NMC has created a truly
collaborative experience for its members that is closely aligned to its
mission as an organization.
Do you see senior executives getting involved in online collaboration, or is there still a disconnect?
Right now I'd have to say there's still a gap, but it's closing
fast. As the value of community and community-based collaboration
becomes clearer through real examples and noteworthy success stories,
executives will see collaboration and community as critical levers by
which they can communicate and lead. For World Vision, engaging
the broader organization in a shared strategic planning experience resulted in higher
quality goals and plans, the rapid alignment of stakeholders around the
world, and enhanced organizational readiness for implementation.
These are results that the organization's executives easily understood.
What groups involved with online
interaction do you admire?
Interestingly enough, many of the larger companies with a lot of
resources have yet to demonstrate the real power of collaborative
community. It's the non-profits, educational institutions, and
government organizations that have, often by necessity, taken community
to the next level. EDUCAUSE (www.educause.edu) has a Virtual
Communities of Practice Initiative that's blazing new trails in higher
education. The World Bank (www.worldbank.org) has also been a
leader in community-based collaboration for a long time. A shared
purpose is a recognized success factor of strong communities. I
definitely have respect for communities that demonstrate purpose in
more ways than one.