The Role of the Facilitator/
    e‐Moderator in Building & 
Sustaining Communities of Practice
                        XIII Seminari Compartim
L’e-moderador i altres nous agents de coneixement a les organitzacions
                     Barcelona, 21 setembre 2011




                                                    Stephen Dale
                                                  Collabor8now Ltd
                                                    www.collabor8now.com
Why the bunny?
http://www.communities.idea.gov.uk
What does a healthy 
Community look like?
Conditions for a healthy CoP
  clear purpose – what will it be used to do?
  a safe and trusted environment
  committed core group of active participants 
  motivated participants 
  understanding the needs of participants
  a clear action plan with activities to meet needs
  blending face‐to‐face and online activities
Nurturing and sustaining the CoP requires effort
  and energy from a skilled Facilitator/e‐
                            Facilitator
  Moderator
How Healthy Is Your CoP?
The community will have a rhythm 
 Activity of activity




Understanding the rhythm helps you keep with the beat!

                                              http://steve-dale.net
Community Metrics




                    http://www.communities.idea.gov.uk
Monitoring the health of an online CoP using
Google
Analytics
Keeping Your CoP Healthy
CoP Health Check
       Symptom                                                              Actions

No participation or activity.   •Post new content, requesting feedback and comments to elicit new conversation.
No new documents or links       •Remind people to set alerts for the site.
posted                          •Talk to members to find out what people are working on and ask people what they would like to
No new discussion threads,      see on it.
announcements or news
Activity only by a few people   •Call or email members who haven’t participated for a while; find out why they haven’t been
                                participating. Use those conversations to elicit new content and encourage contribution.
                                •Be sure that the people who are not contributing understand how to use the tools. Never assume
                                that tools are “intuitive” to everyone, or that everyone understands how to use them.

People use email instead of     •The email habit is a hard one to break. If the goal of the community is to capture all the relevant
posting questions and           discussions for future use, then the community facilitator needs to take a strong stand with
discussions on the CoP          members.
                                •One way to do this is to make a public statement that no questions sent by individual email will
                                be answered, but that questions posted to the community will always be answered in set time.
                                •Another approach is to respond to all email questions by asking the requestor to post the
                                question in the forum.

Sudden drop in discussions      •Review the postings for potential “flaming”. Edit the discussion threads to remove inappropriate
where there was previous        comments (and state that you have done so). Speak with the people who have posted and clarify
activity.                       the norms for participation of the community.

Another community is focused    •If the members of the other community are current or previous members of your community, talk
on the same topic.              to them about why the community isn’t meeting their needs. If they do want to take a specific
                                focus, then be sure that you have set up cross-linkages to the other community sites, and are
                                referring people back and forth as needed.
                                •If the new community consists of people who are not participating in the current community, ask
                                some of the same questions. See if there is sufficient overlap that the new community might be
                                better managed as a Sub - CoP of the current site or a merger between the communities

                                                                                Source: http://www.communities.idea.gov.uk/
The Online Facilitator/e‐Moderator
                                      tools/apps &                      upgrades
                                                      feature selection
                                      how to use them                   & improvements


                                                  Platform Management
                                                  Platform Management                              social network analysis
                connecting people                                                                                   Google analytics
             moderation
                                                                                  Community Metrics
                                                                                  Community Metrics                     health checks
   rule enforcement
                                                                                                                             polls
blog posts
                                                                                                                   surveys
 forum seeding     Community Management                                                                     management reports
                   Community Management
    comments
      rewards & incentives                                                                                                             alignment with
                                                                                                   Business Planning
                                                                                                   Business Planning                   business priorities
              back-channel engagement
                                                                                                                                     purpose, goals
                         new member welcome
                         & induction                                                                          identifying good/best practice
                        campaigns                                                                                               networking
                                            Outreach
                                            Outreach
                             newsletters
                                                                                         Professional Development
                                                                                         Professional Development
                                    e-bulletins                                                                                attending events

                                                                                                                       participate in SIGs
                                                           Content Management
                                                           Content Management
                                              updating links &                           managing tags, categories, themes
                                              navigation
                                                        updating FAQs            taxonomy management

                                                                  deleting & archiving



    Slide re-worked from an original by Dion Hinchliffe
What happens if you remove the
              e‐Moderator?




http://tomhumbarger.wordpress.com/2009/01/13/the-importance-of-active-community-management-proved-with-real-data/
Intervention Strategies
Engaging and Retaining members
              Make potential                                                       From participant
            members aware of                  Highlight      Write a regular
             your community                  community          newsletter            to regular
                                              content     highlighting your site
                                                             and community
           Building content that
           will attract members          Create "small                              People return to
                                           steps" for                              places where they
              Encourage                  encouraging          From lurker            find a group of
           members to bring in           participation,                            people to talk to. If
                                        posting regular      to participant
              interesting                                                           you do not have
              participants                questions or
                                        forum answers                              such a place, you
                                                          Welcome them, give       will not be able to
                                     From passer by        them pointers on
            Send an email to                                                        retain members.
                                        to lurker           getting started,
           new members within                                suggest topics         Facilitate members
             24 hours of their                             where they might
                                                          participate, and tell      to find people to
               membership
                                                            them about any             talk, through
             From stranger                                     interesting           personal profiles,
                                       ALWAYS greet        upcoming events.
              to passer by            newcomers, and                               highlighting member
                                      encourage other                                     interests,
                                         community           Provide some          discussions, and so
            Make personalised                                                                 on.
                invitation              members to        reward to those who
                                       welcome them.        make the effort


Source: http://www.communities.idea.gov.uk
Engagement 
 Strategies: Hot seats
• Can be used to attract new 
  members to the community.
• Enables participants to ask the 
  person in  the hot seat (usually 
  an expert in their field)  
  questions, to which they can 
  respond over a set period of 
  time.
• Normally run using the forum, 
  but they can also be run as a 
  phone conference, webinar or 
  interview
                                      Source: http://www.communities.idea.gov.uk/
Engagement Strategies: 
     Newsletters
Social Network Analysis tools provide 
       insight and prompt questions
“I frequently or very frequently receive
information from this person that I need to
do my job.”
       job
Use a variety of
                                      s
                      tte
                            r
                                B log
                   le
                 ws
            Ne
       ts
    sea                                        s
Hot                                       P oll




                                               t
        -                                    Ho
     to                                            s
   e-                                           pic
 ac ace
F F                                           To




partic i pation
                                                   http://www.communties.idea.gov.uk
Where does the Facilitator/
e‐Moderator go for help?
Summary
• Monitor the health of your CoP (e.g. CoP Health 
  Checklist)
• Understand what interventions are required for 
  different symptoms
• The facilitator/e‐Moderator can be the key to a 
  successful and healthy CoP
• …but it’s hard work and requires lots of 
  energy…
When setting up and managing a
CoP, remember that…


 batteries are not included!
Questions?




         Personal Blog: http://steve-dale.net

Corporate blog/website: http://www.collabor8now.com

                       http://twitter.com/stephendale

                Email: steve.dale@collabor8now.com

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La figura de l'e-moderador del programa IDEA-CoPs del Regne Unit, d'Steve Dale

  • 1. The Role of the Facilitator/ e‐Moderator in Building &  Sustaining Communities of Practice XIII Seminari Compartim L’e-moderador i altres nous agents de coneixement a les organitzacions Barcelona, 21 setembre 2011 Stephen Dale Collabor8now Ltd www.collabor8now.com
  • 5. Conditions for a healthy CoP clear purpose – what will it be used to do? a safe and trusted environment committed core group of active participants  motivated participants  understanding the needs of participants a clear action plan with activities to meet needs blending face‐to‐face and online activities Nurturing and sustaining the CoP requires effort and energy from a skilled Facilitator/e‐ Facilitator Moderator
  • 7. The community will have a rhythm  Activity of activity Understanding the rhythm helps you keep with the beat! http://steve-dale.net
  • 8. Community Metrics http://www.communities.idea.gov.uk
  • 9. Monitoring the health of an online CoP using Google Analytics
  • 11. CoP Health Check Symptom Actions No participation or activity. •Post new content, requesting feedback and comments to elicit new conversation. No new documents or links •Remind people to set alerts for the site. posted •Talk to members to find out what people are working on and ask people what they would like to No new discussion threads, see on it. announcements or news Activity only by a few people •Call or email members who haven’t participated for a while; find out why they haven’t been participating. Use those conversations to elicit new content and encourage contribution. •Be sure that the people who are not contributing understand how to use the tools. Never assume that tools are “intuitive” to everyone, or that everyone understands how to use them. People use email instead of •The email habit is a hard one to break. If the goal of the community is to capture all the relevant posting questions and discussions for future use, then the community facilitator needs to take a strong stand with discussions on the CoP members. •One way to do this is to make a public statement that no questions sent by individual email will be answered, but that questions posted to the community will always be answered in set time. •Another approach is to respond to all email questions by asking the requestor to post the question in the forum. Sudden drop in discussions •Review the postings for potential “flaming”. Edit the discussion threads to remove inappropriate where there was previous comments (and state that you have done so). Speak with the people who have posted and clarify activity. the norms for participation of the community. Another community is focused •If the members of the other community are current or previous members of your community, talk on the same topic. to them about why the community isn’t meeting their needs. If they do want to take a specific focus, then be sure that you have set up cross-linkages to the other community sites, and are referring people back and forth as needed. •If the new community consists of people who are not participating in the current community, ask some of the same questions. See if there is sufficient overlap that the new community might be better managed as a Sub - CoP of the current site or a merger between the communities Source: http://www.communities.idea.gov.uk/
  • 12. The Online Facilitator/e‐Moderator tools/apps & upgrades feature selection how to use them & improvements Platform Management Platform Management social network analysis connecting people Google analytics moderation Community Metrics Community Metrics health checks rule enforcement polls blog posts surveys forum seeding Community Management management reports Community Management comments rewards & incentives alignment with Business Planning Business Planning business priorities back-channel engagement purpose, goals new member welcome & induction identifying good/best practice campaigns networking Outreach Outreach newsletters Professional Development Professional Development e-bulletins attending events participate in SIGs Content Management Content Management updating links & managing tags, categories, themes navigation updating FAQs taxonomy management deleting & archiving Slide re-worked from an original by Dion Hinchliffe
  • 13. What happens if you remove the e‐Moderator? http://tomhumbarger.wordpress.com/2009/01/13/the-importance-of-active-community-management-proved-with-real-data/
  • 15. Engaging and Retaining members Make potential From participant members aware of Highlight Write a regular your community community newsletter to regular content highlighting your site and community Building content that will attract members Create "small People return to steps" for places where they Encourage encouraging From lurker find a group of members to bring in participation, people to talk to. If posting regular to participant interesting you do not have participants questions or forum answers such a place, you Welcome them, give will not be able to From passer by them pointers on Send an email to retain members. to lurker getting started, new members within suggest topics Facilitate members 24 hours of their where they might participate, and tell to find people to membership them about any talk, through From stranger interesting personal profiles, ALWAYS greet upcoming events. to passer by newcomers, and highlighting member encourage other interests, community Provide some discussions, and so Make personalised on. invitation members to reward to those who welcome them. make the effort Source: http://www.communities.idea.gov.uk
  • 16. Engagement  Strategies: Hot seats • Can be used to attract new  members to the community. • Enables participants to ask the  person in  the hot seat (usually  an expert in their field)   questions, to which they can  respond over a set period of  time. • Normally run using the forum,  but they can also be run as a  phone conference, webinar or  interview Source: http://www.communities.idea.gov.uk/
  • 18. Social Network Analysis tools provide  insight and prompt questions “I frequently or very frequently receive information from this person that I need to do my job.” job
  • 19. Use a variety of s tte r B log le ws Ne ts sea s Hot P oll t - Ho to s e- pic ac ace F F To partic i pation http://www.communties.idea.gov.uk
  • 21. Summary • Monitor the health of your CoP (e.g. CoP Health  Checklist) • Understand what interventions are required for  different symptoms • The facilitator/e‐Moderator can be the key to a  successful and healthy CoP • …but it’s hard work and requires lots of  energy…
  • 22. When setting up and managing a CoP, remember that… batteries are not included!
  • 23. Questions? Personal Blog: http://steve-dale.net Corporate blog/website: http://www.collabor8now.com http://twitter.com/stephendale Email: steve.dale@collabor8now.com