Viral Video Sketchnotes

I attended a ‘Viral Videos’ Social Media Breakfast Club session earlier this fall.  These are my sketchnotes and highlights from the session. Both speakers discussed marketing’s role in creating engaging and discoverable videos.

Beau Walsh described the need to understand marketing and branding to create engaging video stories. Manny Rivas‘s focus was more on establishing KPI’s and using tools and tactics to increase search ranking/discoverability.

Both are helpful points to consider, as I see video strategy is something that is becoming (or rather has become) vital to explore as part of a communications strategy.

Beau Walsh:

Sketchnotes from Viral Videos Social Media Breakfast club session

Sketchnotes from Viral Videos Social Media Breakfast club session


Here are a few links to the videos mentioned in the sketchnotes:

Duluth Grill – Parking Lot Orchard
Lake Superior Honey Company
Locally Laid

Manny Rivas:

Video Marketing

Video Marketing

As you can see, I had to leave early, so I missed Manny Rivas’s final points on tools and tactics, but luckily I was able to capture some of the tweets to patch together some of the details:


Tools and Products of Seek-Sense-Share

Do I need another online tool for work or learning? I use or have used a little over half of the Top 100 Tools for Learning in 2014 compiled by Jane Hart.

I wanted to know:  Why am I using these tools? How do they support my learning and work in online environments? Should I consider using a new tool? Take a tool off my list? I began to answer that question by mapping out how I use these tools as part of a PKM routine using Harold Jarche’s Seek-Sense-Share framework.

I’m simplifying here, but ‘Seek’ is an input – how we gather information. ‘Sense’ is an output, or how we reflect and create new meaning. ‘Share’ is also an output, how we share with others in a meaningful way.

Seek-Sense-Share sketch

What Seek-Sense-Share looks like to me

Near the edges of my routine Seek-Sense-Share process, I found intermediary processes:

  • collect, capture,  organize
  • group collaboration
  • create

These intermediary processes help me move between Seek, Sense, or Share.

Seek-Sense-Share with accompanying routine practices

Seek-Sense-Share with accompanying routine practices

Next, I mapped out how I was using online tools to fit with my Seek-Sense-Share process.

Seek-Sense-Share: Tools (green), products (grey), intermediary processes (blue)

Seek-Sense-Share: intermediary processes (blue), tools (green), products (grey),

Seek Tools – These tools or conversation spaces are the primary places I receive sources of online information. I tame the flow of information by trying to tune in this information by creating useful categories and filtering mechanisms.  My ‘Seek’ tools include:

  • Twitter (also the top tool for learning in 2014)
  • Google+
  • Feedly (manage blog subscriptions)
  • Pinterest (search for diversity of ideas)
  • Slideshare (an increasingly good source of ideas)
  • Facebook
  • Instagram
  • LinkedIn

Collect, Capture, Organize Tools

I use tools and methods to collect, capture, and organize information I ‘Seek’ before I ‘Sense’ by making sketchnotes, writing or present information. These include:

  • Evernote/Skitch  (capturing, tagging, and making personal notes about resources)
  • Twitter Favorites (bookmarking tweets to sort and review at a later date)
  • Flickr – (storing, and organizing images I take or create)
  • Pinterest  – (bookmark visual resources onto themed boards).

Group Collaboration Tools

I  consider group collaboration both an input (Seek) and an output (Sense). This is why I’ve sketched ‘Group Collaboration’ between and at the edges of ‘Seek’ and ‘Share’.  It is certainly an integral process to my sense-making process, especially the conversations that take place around collaborative or brainstorming processes.  I have routinely found my favorite and most frequently used group collaboration tools to be:

  • Google Apps
    • Google Drive – (I especially like the ‘share with anyone with a link’, sticky note-like comments, autosave, and revision history features)
    • Conversations via Google Hangout
  • Boardthing – (group facilitation tool to brainstorm, understand, or organize ideas)
  • Basecamp – (helpful for communication around project needs)

Sense Products – In my sketchnotes, I identified ‘Sense’ outcomes as products, rather than a set of tools. Having three main products seems very simple for how much work these three products create!

  • Sketchnotes
  • Presentations
  • Blogging

Creation Tools  –   These creation tools feel more like an input to create my ‘Sense’ products, and yet, when creating, I need to think how they will be used as an output ‘Sense’ and ‘Share.’ This is why these are listed separately and on the edge between ‘Sense’ and ‘Share’. My list of creation tools for creating ‘Sense’ products, include:

  • Sketchnoting:
    • Samsung Galaxy Note Tablet & SketchbookX App
    • Paper sketches captured to Evernote or Dropbox
  • Presenting (includes making graphics, slide decks, or videos):
    • PowerPoint
    • Prezi
    • Photoshop
    • Screenflow
    • iMovie
  • Writing:
    • Blogging
    • Evernote

Share Tools – Sharing is like exhaling.  I find a significant part of my what happens in ‘Share’ is actually thought about in ‘Create’ and ‘Sense’, as I have to determine when and where (or with whom) to share to present a valuable product. My ‘Share’ tools, include:

  • Twitter, Google+ (most frequent)
  • Comment on blogs (I could be much better about this)
  • Slideshare/Prezi (when presenting)
  • Vimeo (mostly ‘how to’ screen capture videos)
  • YouTube (rarely used)
  • Web conference (Adobe Connect, Google+)

Do I need another online tool for work or learning in 2014?

I see two areas where I may adopt new tools this year: Create and Group Collaboration. In the next few months, I’ll likely experiment with tools that help me present or communicate more effectively (e.g. Canva, Goanimate) and look for task management tools that may tie group collaborative tasks to personal notes (like Evernote).

The above prediction is limited. I know there are tools I don’t know of yet that may be useful, so more importantly, mapping out my tools, products, and processes in this post, I have a new set of questions to ask when I consider adopting a new tool:

  • How will a new tool supports the processes I’ve outlined above?
  • How often will I use it (i.e. daily, weekly, monthly, quarterly, or as-needed) ?
  • Does it fill a niche, does it make it easier for me to find, retrieve, make or share information?
  • Will I add it to my toolbox as a complement to something else I’m already using?

Tuning in the right amount of information with goals, categories and tools

I am reviewing how I filter information on the web by subscribing to information in a feed reader (Feedly) and following others in social networks (Twitter/Google+).  I’m now realizing this process of filtering information is really more like a process of ‘tuning in’ information.

In the past, I used some keywords that I thought best described my areas of interest. I would use those keywords to make categories (which act like folders) in my feed reader (Feedly). After awhile, I had too many categories to check through, and some were too noisy. I began to think I needed ‘priority’ categories rather than ‘interesting keyword’ categories.

Tuning in information by goals and categories, then tools

Recently, I’ve taken time to more clearly define my own ambitions and professional goals (some might call this part of the personal branding process).  Matching these goals to my categories or streams of information has been helpful in improving for how I find and decide how to “tune in” sources of information to gain new insights, improve a skill, or become better informed of activity in my network.

I’ve sketched how I have defined these categories (drawn as circles of people) in Feedly. My goal in reviewing/updating these categories is to create clear and useful streams, or those that I can easily dip into as needed for a specific purpose. (As I mention later, these categories also inform how I decide to follow people through Twitter/Google+.)

Filtering information into subcategories

Filtering information into subcategories


Why, how and when I dip into my Feedly categories

* Social change (and networking): This is my “crystal ball” category, the stream of information I most frequently read, which helps me to see the road ahead, or navigate a path in unknown (to me) terrain.  To keep this stream clear and useful, I have developed a habit of only subscribing to one or two people that present a unique and insightful perspective for something I want to understand more fully. As of now, these are people interested in how people are working through behavioral, organizational, educational, networking,  technological, or societal change in one capacity or another.

Words that define social change related to my work and interests

Words that define my work and interests as of August 2014

Science and nature: I don’t make it a rule to check here as often as my other categories. The information in this category applies to my formal education in the natural sciences, but indirectly applies to my current work. I still get new ideas here (ecological and social networks have a lot of similarities), which is why it’s nice to check on this stream less frequently or “every once in awhile” in Feedly.

Science communication:  This includes behavior change. Upon further thought, I will probably fold subscriptions in this category under science and nature or perhaps social change.

*Visual communication:   This is a specific skill I’m targeting to improve this year.   Next year, this folder might be about another skill I’m targeting to improve. This has proved be be extremely valuable to have a separate ‘skill improvement’ folder so I can dip into the stream when I’m looking for new ideas and inspiration.

*Colleagues:  “Colleagues”  used to mean everyone I was connected to in my organizational network. This now includes a broader network of people that I interact with on Twitter or other social networks. I occasionally dip into this category in Feedly to stay up-to-date or informed of what they are learning.

Other categories: I’ve recently updated my feed reader to include two new categories…

  • Local community: I want to do a better job keeping up with the news in my local community.
  • “Maybe”:  These are sources I find, but I’m not sure I want to subscribe to in the long term. If I like them, I’ll likely move them to one of the other folder I previously mentioned.
Feedly streams

A view of my Feedly home page stream

Social networks (Twitter/Google+)

As a rule of thumb, I use my Feedly categories as a guide to decide who to follow or search for through my social networks (Twitter/Google+). Then, I end up deciding if they should be viewed in one of two streams, the “Home/Follow”  or “Colleagues”  stream.

My “Colleagues” stream slows this information stream so I can see the best information from anyone I don’t want to miss hearing from.  Deciding who goes in the colleagues column is really subjective, in fact,  I’m not sure how I can tell you how I decide this — as it’s some “very scientific” combination of your-helpful-with-a-good-signal-to-noise ratio-and-I’m-just-curious-what-you-are-saying kind of rule. Yet, it is a really helpful rule! 

On Google+, my process is similar.  I have ‘Follow’ and ‘Colleagues’ circles.

2 columns in Tweetdeck. Left is a stream of everyone I follow. Right is 'Colleagues' column - or people I learn from or work with most.

2 columns in Tweetdeck. Left is a stream of everyone I follow. Right is ‘Colleagues’ column – or people I learn from and/or work with most.


What did I learn from reviewing my information filtering process?

The above process has brought about a fair amount of relief to my information seeking routines. The frequency of feeling overwhelmed with information is a lot less now, and I’m a bit surprised how much useful information I’m running across. I think I’ve begun to discover what a good signal to noise ratio looks like. Based on some careful thought about my ambitions and goals, I see that tuning in information on the web can even be conjoined with a continual and annual goal setting process.

This blog post was part of my participation in the ‘Filters’ activity in Harold Jarche’s PKM in 40 days workshop. (It also related well to “Finding the Right People” activity.)

Reflection Point: Social media as a lens for social change

In the midst of coaching others to use social media to reach and connect with specific audiences to share research-based information,  I’ve probably re-tweeted and researched more about articles concerning social change, organizational management, innovation, and behavior change than any other topic.  Why? I asked myself.  What business do I have trying to tweet things about changing the organization and the habits of people I work with?

To answer this question, I copied and pasted my tweets that I have favorited into a spreadsheet (an activity I’m repeating/tweaking from my first reflection point blog post), then added a column to label each tweet with keywords that described why I had favorited those tweets.


I then took the spaces out of the words, and placed the list in Word it Out, which enabled me to see relationships between words based on their frequency of use.

Make_a_word_cloud_-_WordItOutWhat does the wordcloud tell me? What topics am I interested in and why? How does what I’m interested in tie to my understanding of my work and personal ambitions better?

1)Biggest sized words -Social change, environment, and sustainability.

I see technological shifts creating flux and the same time I see our natural environmental becoming stressed and less predicable.  Both of these trends disrupt stability and sustainability. Instead of thinking of stability and sustainability, I see we need to look at ways we can be more agile and resilient.

This will take new technical know-how, mindsets, and ways of working through social networks, more specifically by:

a) finding, knowing, and being connected to people (this 30 second ad on collaboration and social networking illustrates this point well).

b) strategically aligning or collaborating with people and partners around common needs and priorities. (I especially found the April 2014 issue of Harvard Business Review How to Thrive in a Warmer World insightful – especially the article of how UPS incorporated their sustainability efforts into their business and how they addressed priorities, and determined partnerships, etc..)

2)Medium sized wordsblogging, social learning, behavior change, working outloud, PKM, planning, knowledge, social media, reflection, technology, planning, workplace learning, visual communication

In helping educational professionals change their habits to incorporate social media use into their daily work routines, I thought I should challenge myself to adopt new habits, also.

Since I’ve been using social media to keep up-to-date with new trends since 2008,  I didn’t anticipate how much I needed to slow down and spend more time reflecting upon or synthesizing what I am learning, how I’ve come to know it, and how to say and share (when and where) with others to provide value for me, or them.

This realization fully came to me through participation in Harold Jarche’s PKM Workshop, and is a real lens for personal, organizational, and social change.  I’m learning of few existing organizations that are setup to support or encourage this kind of networked learning and reflective practice, which may initially conflict (or appear to conflict) with getting current task-type work done.

3)Smaller words – I see a couple ways to make sense out of the smaller words: words that are “related to my work”, and “trends to watch of learn from”.

Related to Work:  community manager, digital technology, facilitation, situational awareness, diversity, educators, digital media, writing for the web, infrastructure, messiness, workflow, complexity, communication, social media tools, professional development, sharing, social media policies,  saticficing, social comfort.

My work is very much about making order out of change, and helping others (often many parties) navigate new tools and approaches for working and communicating together. Seeing how others work in similar contexts is helpful for validating or communicating ideas that might seem “out there” at first.

Trends to watch or learn from:  internet of things, diversity, serendipity, climate change, privacy, mindsets, nature, economy.

In helping others to use social media to  learn, collaborate, and share research-based information and solutions with others, I think it’s important to see and question both the possibilities and the limitations of how technological and other disruptive shifts are occurring and how they will affect people, communities, and business.

In summary, I see social media becomes a lens for change in these ways:

Social media and networking is a way to keep up-to-date and understand how social, technology, and environmental climates are shifting.

Social media provides possible tools, methods, and collaborative opportunities needed for trying to ride waves of disruption caused by shifting climates (social and environmental).

Without organizational support, I see shifting personal habits to spend more time reflecting, learning, and interacting via social media and networks within the context of professional work may be difficult for many.

Social media and our social networks can help those of us who work with hard-to-explain ideas, concepts, or ‘things for which we have no name” to validate, refine, and communicate our once fuzzy ideas into something more tangible or effective.

While teaching others to use social media often starts by helping others define their social media/communication strategies, I see the real value in helping people use social media is to develop (i.e. change or enhance) support networks and methods to help ride and detect future and existing waves of change.

It’s helpful to reflect on the reasons I keep tweeting and reading about social change.  To me, making the most of of social media means learning new things all the time, which  requires behavior change at many levels (personal, organizational, network).









Experiment in writing a half-hour per day: What is writing time?

My experiment in writing a half hour per day is progressing. One month into my writing commitment,  I’ve been able to reflect on what really happens when committing some routine time to “write” about things I’m working towards.

I’m quoting the word “write” because I’ve discovered I spend a lot of time not writing, as sketched below:

Writing time

Writing time for things I’m working toward is actually proving to involve several steps.

Along the way, I’ve learned that I prefer 60-90 minutes of time of “writing time” versus 30 minutes.

Thinking about Writing goals

I’m finding committing time to write regularly is really helping me to be goal focused. I’ve set some personal-professional learning goals for 2014, i.e. “What am I hoping to learn to improve my skills and how can I apply it to my work?” Thus, keeping a spreadsheet with a list of my goals, then generating a list of associated blog posts ideas, complete with a lists of blog post titles (and notes for each)  is one activity I’ve been working on during “writing time” over the past month.

Connecting Ideas with sketchnotes

I’ve also found that doodling/sketchnoting/visual note taking (one of my 2014 learning goals), is helping me jump start the writing process by providing myself with a visual map of what I should write about. It also helps me see the relationship behind the ideas I’m trying to make. One of the realizations I’ve (and many others, I’m sure) have had is that when I try and express my learning in one linear path, it completely chokes my ability to communicate. Drawing something non-linear, seems to be the first step to being able to write something linear, as funny as that may seem.


Next, I’ve been able to write and publish a few blog posts. This is gratifying, even though I’m shooting for 500 words or less and have missed every time!   However,  since my recent realization that making sketchnotes seems to be expediting and streamlining my thought process about what I should write, I think I may be able to achieve this goal for future posts, especially if I can further execute my ‘next steps plan’ (read on further).

Discerning with whom and when to share

I realize the last (and sometimes even the first) part of the equation to writing is discerning with whom and when to share (as Harold Jarche writes). For example, here are some of the questions I consider: Should I write in a paper journal, Evernote journal, this WordPress blog? What blogging tags should I use? Who should I share it with and when should I share it with them? Maybe I should write something and share this with my work team, an online community,  my Personal Learning Network?  What hashtag should I use if I share on Twitter or Google+?

What’s next to keep me “writing”?

As I think about all that is really involved with “writing time”, I’m finding I need more structure or a continuation plan. How will I write less per post, publish more frequently, and write things I and others will find most valuable?

Three next steps plans (outlined in rectangles) for continuing to blog

Next steps plans (outlined in rectangles) for continuing to write on my blog

Here is my next steps plan:

  • Find several tracks or series, where I can gain some momentum by writing blog posts in a series of smaller, but yet connected pieces. I plan to keep a spreadsheet where I can prioritize, schedule, then check off blog post titles and tracks as I complete them.
  • Include writing time into daily priority list. If I’m short on time, discover which of my writing steps can be completed to move me forward to completing a blog post.
  • As I see a list of unfinished blog posts grow, I will likely fold the review of my unfinished posts occasionally into my priority lists, so I can determine what to purge or keep and refine.

So there it is, one month later, I’m finding I’ve made progress in working on putting “writing time” into my daily workflow.  The last observation I’m making here, is that I didn’t originally give myself a commitment to blog, I made a commitment to write.

I’m finding the little bit of feedback and conversations I’ve generated through several blog posts has been so beneficial, that it’s driving me to stay focused and find better ways to write and share through this blog.  So, on that note, future progress reports may be focused on my experiment in blogging.

Perspectives from Multiple Participants – A lesson from family vacation

I’ve been looking at the role of participation and co-creation in science and education. A recent presentation provided a glimpse of how John Porter, Steve Hadcock, and I are seeing the expectations and potential of social media and new technologies really changing the way we see educational professionals interact and participate with the interested public and partners.

In this presentation, I shared two resources I continue to look to when thinking about how we may involve people in research, education or perhaps better put – how we can involve ourselves in learning and working with the public or non educational professionals to accomplish community goals and outcomes (local or global):

Lessons taken from capturing views of our family vacation

A recent family vacation to the Grand Canyon was great a reminder about the value of engaging people to contribute to gain multiple perspectives, and also how I see the younger generation expecting to contribute, interact and move from more of a mindset of passive learning to active learning.

Grand Canyon

Capturing the ‘big picture’ views at the Grand Canyon

Returning from our family trip,  I uploaded photos from several devices (family camera, ipod, iPad, Mom’s smartphone, Dad’s smartphone).

I realized that for the first time ever, all of us could participate to capturing the family memories.

Capturing photos on the family trip

Everyone captured photos on the family trip

During the trip, I discounted the potential of just about everyone else’s photo contributions (but mine). Mostly because I had “a plan” in mind.  I figured their shots would be blurry or too close up, or not tell much of a story.   I was wrong.

While I had been busy making sure not to miss the chronological details of the trip, and major sites, my kids captured the details, the little things that probably will evoke the most memories.  I first noticed this when I uploaded my youngest son’s pictures.

Pottery from Hopi House

Pottery from Hopi House

I opened the iPad he was using, fully intending to delete or edit a lot of what he captured (largely because I saw him take such quick shots and random pictures), but instead what I saw a rich set of photos.  He captured his experiences, where, I, the self-appointed person in charge of the family camera concentrated on getting the picturesque scenes.

He captured photos of the art from gift shops, the rugs and loom exhibit at the Hopi House, and even how we saw things through his toy compass-magnifying glass-thermometer 3-in-1 kit.


This compass-magnifying glass-thermometer 3-in-1 kit was part of the Grand Canyon adventure

These things are all details that I would have forgotten over time, but they meant something to him, and now we’ll have these pictures to reinforce these memories.

Applying lessons from family vacation back to work

As I bring this back to my work world, it was a great reminder of …

a)how far technology has come to enable someone in grade school to capture a great shot

b)due to an abundance of digital storage space (Terrabytes+) and the low cost of taking a lot of digital pictures, we often have a new opportunity to capture more of the little details than we did, say, 15 years ago when developing photos was the only option.

c)both big picture and little details help us put together the pieces we need to capture value. (Had I had let my youngest take all the pictures, we would not have gotten a sense of the big picture overview of the trip.  Had he not captured details,  we would not have had a sense of the fullness and richness of the trip.)

d)digital participation can help us understand what questions to ask. (Seeing details from my son’s perspective made it possible to follow up and ask him more detailed questions. I found that what he saw, learned, and observed is really quite fascinating and that he internalized the experience more deeply than I had understood originally.)

Questions and ideas for gathering participation in science and education in new(er) ways

As I translate this experience back to my work, and the articles I mentioned above, it prompts me to ask these questions:

  • How are people seeing, wanting, and able to participate in the world in a way that was not possible 5, 10, 15 or years ago?
  • How might seeing what other people are seeing or valuing through social media help scientists and educators gain new insights or do their jobs better?
  • As mentioned in New Report: Engaging Citizens in Co-Creation of Public Services, what new role(s) (e.g. explorer, ideator, designer, influencer) might people like to play in a project, opportunity, community, or collective effort that might not have been possible before social or digital media existed?

Last but not least, on a practical level, I’d like to point to a recent presentation done by my colleague Amy Hays:  Instagram for Instaprogramming (see also part of her presentation on YouTube). Amy is great at demonstrating how visual social media tools like Instagram can involve both new and existing audiences, while simultaneously expanding or deepening our (the researcher’s or educator’s) understanding of what may be learned or achieved through digital and collective participation.

Grand Canyon Sunset

Sunset captured by our youngest picture taker during an evening walk at the Grand Canyon – South Rim.




An experiment in writing a half-hour per day

For the last twenty-one days or so, I’ve been working at writing a half-hour per day about my personal-professional development. (Full disclosure: I traveled last week and didn’t write at all since I was with colleagues during the day and evening).

I’ve been struggling to work in writing and reflection time as a routine practice into my daily workflow. From past work-related experiences, I have estimated that one blog post usually takes about 4 or more hours of time. During most weeks, finding one solid four-hour time block to write is pretty rare for me.

That is why I recently decided to try giving writing a half hour per day a try.  A “half-hour” is an approximate amount of time for me, as some days I have been writing as much as an hour, whereas other days it may be twenty minutes. As of now,  I am not forcing myself to have a published product (or blog posts) in that same half-hour, for now it’s about writing (here in WordPress, Evernote, or on paper) so I develop a habit of working out loud or narrating my work.

At two weeks into this process, I’ve mostly worked on one blog post, which remains unpublished, but I’ve also had the following reflections:

1)Even though I haven’t published the original blog posts I’ve been working, I have done more thinking and research on the topic then I intended (that is a good thing). I also ended up sharing these ideas with co-workers more easily since they were already put together in a (unpublished) blog post.

2)It’s been very helpful for clearing my mind. Writing a half-hour per day has helped me feel like I can become aware of other new ideas, either by tabling them,  incorporating them into what I am writing at the time,  or helping me to deflect new ideas that may be interesting,  but less relevant to things I’m working on at the moment.

3)Other people find this act of writing for a half an hour, helpful or interesting too.  After tweeting about my 4th day of writing for a half-hour, a former #xplrpln cMooc member Tanya Lau mentioned she’d like to join me, and several other people retweeted or favorited my tweet. This is great, because I could always use social accountability to continue the momentum.

4)There are some days I need to take a break. I think I’m going to allow taking two – three days most weeks for this kind of non-committal activity. Why? I also need my early morning time to write the grocery list, set health goals and stay on top of the family calendar.

5)Other days I need to write with the intention not to share with others.  The reason for this is there are some ideas that I’m working on but not ready to share yet. When I find myself working on these ideas, I plan to journal in Evernote or in a paper notebook.

So far, I’m pretty satisfied with taking the time to write for a half-hour per day.  I think taking the time to write a half-hour a day is working from the stand point that I look forward to sitting down to write a half-hour every morning, and I’m putting this into my daily routine consistently. However, I am interested in getting to the point of publishing more frequently. As Tanya Lau mentioned,  I think it may be helpful to start to develop an outline and plan of things I’d like to write to publish here once I get the ideas flowing from a couple a weeks of just writing a half-hour per day.