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Solving Yesterday’s Problems

May15
2012
Leave a Comment Written by Francis Kung

There is a constant struggle between idea generation and implementation.  I often find that we have a bunch of really great ideas, but we fall behind in fleshing them out, building a strategy around them, and actually following through.

Lately, I’ve found that the gap between idea and implementation in my work has grown to one year or more; work in improving the Perspectives platform lags (we’ve been talking about making it a general-use platform for a long time, and have finally started using it for the Run To End Poverty), features like myEWB mailing list improvements were ideas from over five years ago (and yet remains a beta feature), and the list goes on.

The danger here is that, by the time we implement something, what was once a great idea may not be so relevant any more.  Taking the mailing list example above: social media has evolved, and mailing lists & newsletters are nothing special – in fact, they are probably declining in usefulness.  It is not at all clear whether the effort to build the feature is actually worth it any more.  But, had we actually built this back in 2005, when Nick and I first discussed it, there would have been a much higher benefit.

Likewise, we are in the middle of planning out a new version of CHAMP (our monitoring & evaluation system, that focuses on collecting & aggregating output metrics from our chapters).  We have a number of ideas from the past couple of years around creating the right incentives and culture for monitoring and evaluation, originally based on the “four outcome areas” of EWB.  But earlier this year we released our new vision, which has huge implications for the metrics we track… and thus the entire system we use for monitoring & evaluation.

Ideally we’d eliminate the gap between idea and implementation; however that is not realistic.  Even in a fully-resourced environment, implementation takes time (never mind in the resource-constrained non-profit world, where ideas often sit in a queue before we get around to starting on them).  The real need is to recognize that an idea is no longer beneficial, and to have the discipline to let it go… no matter how attached you have grown to it.

I won’t pretend that it is easy, or that I am any good at it.  I am certainly someone who hangs onto ideas, builds them up in my head, and has a vision for how great it would be (once we finally have a chance to build it, of course!).  That makes an idea so much more difficult to let go of.  But letting go makes sense sometimes; especially if it creates space in that queue for an idea that is still relevant.

I’ve gotten fairly good at solving yesterday’s problems.  But the real challenge is predicting tomorrow’s problems instead.

Posted in Uncategorized

The Slow Burn

May07
2012
1 Comment Written by Francis Kung

There’s a piece of conventional wisdom: if you put a frog in a pot of boiling water, it will jump out… however if you put it in a pot of cold water and warm it up slowly … you get frog legs for dinner.  Now I’ve never tried to cook a frog – and there have got to be better ways of cooking – but I can relate to the poor frog.

I’ve just returned from a two week vacation, and it took the vacation to make me realize just how tired I was.  Not so much physically tired, but mentally and emotionally tired.  Burnt out.

It is a danger, especially when you enjoy and are deeply connected to the work you do.  I was reminded of this by an article I read recently.  But of course no one chooses obsessive passion.  It starts in a very positive space, but slowly shifts to a negative energy… it’s a slow burn.

It is astonishing  how much more energetic and engaged I feel after some time away – time where I wasn’t doing meeting prep while commuting or brainstorming strategic direction while in the shower.  I hadn’t been working particularly long hours, but in retrospect I had definitely been thinking (and worrying) about work too much.

Now, I’ve restored the energy to take on high-level issues with a new perspective.  I’m finding time to do some more reading and professional development (which is already paying off!).  I’m hoping to rejuvenate this blog.

It’s tempting to over-commit to your work, especially in an environment like this.  And there will certainly be periods where we need to go all-out.  But it is equally important to give yourself permission to take a break and recharge… not just physically, but mentally and emotionally too.

Posted in Uncategorized

Change

Feb14
2012
Leave a Comment Written by Francis Kung

It’s no secret that people don’t like change… I was reminded of this a while ago, when on facebook, someone wondered out loud, “Who likes this new timeline thing??”  Personally, I rather like the new timeline layout, but the responses were mostly negative… and summed up by one comment at the end: “People don’t like change”.

And I agree.  People don’t like change; especially not change just for the sake of change.  We don’t like re-learning things all the time, so if you’re going to change things on us, you’d better make a good case for why the new way is better.  Fast.  And if you do make a major change – say, re-doing the layout of a site – expect resistance.  Even if the new layout is significantly better, you’ll probably have a few hold-outs complaining that they liked the old way better, that they “can’t find anything on the new site!!”.  It’s normal.  It comes with the territory.

Don’t let the hold-outs deter you, because despite this resistance to change, there is also an unwritten expectation that things online will change often.  It shows progress – or at least gives is that illusion… so it was long overdue for us to revamp not one, but both of our major websites – http://www.ewb.ca and http://my.ewb.ca (neither had received any major layout/concept changes in over five years… astonishing!  I’m hoping that these updates will give our online presence a jolt of much-needed energy!)

Online trends move so fast that nothing online stays the same for very long.  The trick, of course, is identifying & following the important trends, while not getting caught up in a “ohhh – shiney!!” mentality.  You can’t chase every trend, but you can’t ignore them all either.

And when it does come time for change, manage expectations.  Know your audience and be in tune with them; recognize (but don’t be held back) by the handful of change-adverse hold-outs, and ensure the changes you make serve the needs of your audience.

Posted in Uncategorized

The Problem with Process

Oct19
2011
Leave a Comment Written by Francis Kung

While grocery shopping the other day, on a complete whim, I bought some of those processed cheese slices that I used to have as a kid.  You know, the individually packaged, super-salty kind that’s oh so good in a grilled cheese sandwich.  I’m not sure how it can be called cheese, since it’s so processed it has the consistency of rubber … and yet there’s something addictively (if not disgustingly) delicious about it.

Funny how that’s the case with so much processed food … bacon and sausages definitely come to mind too.  They may last much longer before going bad, but all the nutrition, all the character of the food is stripped out during processing.

Somewhere along the line, “processed” picked up a bad rap.  Boring.  Unhealthy and unnatural.  Mass-produced.

Then again, there’s “process” in an office or work context.  Instead of something you do to your food, process can also be the magical saviour to improve efficiency in your work… improved processes can help prevent things from falling through the cracks, and ensure that everything is working as it should be.

So.  Is process a good thing or a bad thing?

It depends on context.  Or, rather, how much context the process has.

The idea of a “process”, at its core, is about taking a task, and reliably & effortlessly repeating its execution.  Having a good process can help you leap-frog the learning curve, and reduce the unpredictable “human” factor in a task.  It removes the need for direct experience, replacing it with a prescriptive “checklist”.

Personally, I’ve never been a big fan of process.  I recognize the importance of it, but have never been excited by it.  I think I’ve always found it too prescriptive and inflexible; I don’t like following a procedure without knowing where it came from, and how it fits into the big picture.  That’s a risk with process.  When you use chemicals to maximize shelf-life, but lose track of the big picture of providing good food options, for example.  Or when bureaucracy and paperwork take over in an organization, preventing any real work from being done.

But there’s another kind of process – one that is less prescriptive, and goes back to the idea of process as simply the way in which you accomplish a task.  Instead of being told what to do, you can allow for discovery and experience while also supporting and encouraging best-practices.  Instead of an explicit checklist or procedure, the “process” can be embedded in the environment itself.

I’ve started to see a lot of my work in this way.  When building a user interface (or user experience) online, aren’t you building the “process” by which someone will interact with your site?  If I’m looking to improve the way we work together, isn’t that the “process” of online collaboration?  Effective web design doesn’t explicitly tell the user what to do, but implicitly encourages certain actions in the design itself.

This gets into the realm of crafting an online experience.  It’s not just graphic design, or programming, or usability studies – it’s combining all these areas, and and creating an implicit process for people to follow… one which helps them accomplish their tasks in a more effective and efficient way.

It doesn’t get prescriptive enough that context is lost, but it also builds on past knowledge and experience.  Certain actions are encouraged, but it doesn’t feel like following a checklist.

Perhaps the best process is one which doesn’t look like a process at all.

Posted in Uncategorized

myEWB mailing list improvements

Sep27
2011
1 Comment Written by Francis Kung

myEWB’s mailing list features have just gotten a major overhaul, giving you much more control over how you interact with myEWB.

This is a “feature preview” or BETA TEST right now; please send me your feedback or any problems you run into!

Announcement vs discussion groups
On your group details page (group page -> left column, link for “Edit group details”) you’ll notice a new option for announcement or discussion group.

An announcement group is like the old myEWB group: only admins/leaders are able to send emails to the group. Normal (non-admin) members can post & reply to the group, but not send emails. No major changes here.

A discussion group, on the other hand, lets all members email the group… like, well, a discussion. To prevent lists from getting out of hand (and as an anti-spam precaution), only groups with less than 150 members can be discussion groups.

I’ve initially set all exec lists and national rep lists as discussion groups; feel free to change over any other groups to the discussion format! I would recommend, however, that discussion groups become invite-only, so a random person can’t join your list and post to it.

This finally replaces the old “reply as an email” option that was removed last year. Now, in a discussion group, all posts and replies are emailed out to the group. An announcement group will not send replies as emails.

Individual group email settings
I also recognize that not everyone wants to get email from every myEWB group they’re in, especially with the new discussion-group option. So you can now specifically choose which groups you receive email from.

In your profile settings (profile tab -> “update settings” on the left), there is now a list of all groups you’re in with the option to turn off emails.

In the future, I hope to offer other options as well (nightly and weekly digests, for example).

Emailing into myEWB
I may have just saved the best for last (but also the most “beta” of the new beta features =) ).

You can now email *into* myEWB discussion groups! That’s right – you can hit “reply” in your email client, and have that go into myEWB as a response to the post! No more clicking through to myEWB and logging in to reply!

There are two major restrictions:
1) the group has to be a discussion group, not an announcement group; and
2) the group has to have less than 50 people (smaller than the 150 person limit for a discussion group), again as an anti-spam precaution. I may relax this number over time, depending on actual spam counts.

The email address for your group is the shortname@my.ewb.ca … utoront-exec@my.ewb.ca for the UToronto exec list, for example, or webmasters@my.ewb.ca for the Webmasters’ national rep list.

The service is a bit slow right now (it may take a few minutes for email-in posts and replies to appear), but I will be watching this feature and optimizing it over time.

I hope these new features make it easier for EWBers to stay in touch and work together; please let me know if you have any ideas, or run into any problems!

Posted in Service announcements

myEWB version 2.31415926535897932384626433832795

Sep26
2011
Leave a Comment Written by Francis Kung

It’s time for a myEWB update!

During the month of August, we piloted a few new front-page concepts – thank you to everyone who checked them out and sent in your feedback! We’ve taken all these thoughts, and compiled them into a final version – available at http://preview.ewb.ca

What were the survey results, and what led to this final concept?

A clean dashboard
It’s a tough balance: some of the feedback was the new dashboard-style layout was still too cluttered… but when asked what type of content belongs on the front page, the response was overwhelmingly “dashboard” – some of everything.

So that’s what we’re trying: keeping a summary of your chapter’s activities front and centre, and leaving discussions prominently on the front page, while also keeping other information readily accessible (“Essential EWB” links, blogs, etc).

What I’m learning about dashboards, is that it is a launching point – you want just enough under each heading to give you a taste of it (and a “more »” link)… you don’t provide a full summary of every section. That’s how I’m hoping to retain the dashboard model, without having the front page become a busy mess.

The Wine Down and the Activity Feed
Wine down? Yes. You liked it. I do too. It’s an EWB spin on the “thumbs up” or “like”… and it’s a great way to easily share & promote content, without writing a post or reply.

The activity feed, on the other hand, was not so hot. My theory going in was that people would be interested in what other people are doing: EWB is as much a social experience as anything else… everywhere I look, I see that the personal connections and sense of community are an incredibly important part of the EWB experience. But perhaps that doesn’t translate into a Facebook-style activity feed – at least, not centrally on the front page.

Learning Passport
There was a lot of positive feedback around this idea, but the general consensus was also that it’s not a front-page feature. I’m excited to build this into myEWB eventually, probably as an overhaul of the “Profile” tab, but it’s not something we will build a front-page around.

So, what’s next?

Design
I’ve sent the front-page concept out to a couple of graphic designers, who will polish it and make it look slick (skills that I sorely lack =) ); we’re not far from launching the new front page!

Navigation
We’re also taking a closer look at the way myEWB is structured: the more observant will notice that each of our concepts in August also tested a different navigation: from a Home/Chapters/Groups/Events/Volunteering breakdown, similar to the current site; to a completely different Home/Interests/Roles/Activities navigation.

We’re currently refining some of these ideas, and trying to find the most intuitive way to structure things – probably not a hugely radical change (we want it familiar enough that you’re not lost!), but some updates to make things more intuitive and integrated.

We’re just getting started!
This front-page and navigation overhaul is just a kick-start to more concentrated, serious myEWB development! Once this is done, we’ll be going through the different sections of the site, overhauling them one-by-one, and identifying key new features to build.

Posted in Uncategorized

How plans change…

Sep22
2011
Leave a Comment Written by Francis Kung

I just finished putting together a list of priorities for EWB’s IT team over the coming year… basically, our year plan. As I was doing that, I pulled up the last year plan I did – way back in 2008-2009 – and the differences (and similarities) are funny.

Knowledge Management is still there. Trying to build a stronger distributed community among people working on IT and online strategy remains. Donor and contact management hasn’t moved.

That old 2008-2009 plan actually stayed on the wall above my desk for a few years, as a reminder of (mostly) things I wanted to do but didn’t necessarily have time for. And many items remain as goals now (with incremental progress in the meantime)… but with more specific objectives and metrics in this year’s plan (as well as less items, and a conscious shift from “IT services” to “online strategy”), I’m hoping we can make more concrete progress!

Anyway, thought I’d post the two out of interest’s sake…
IT planning 2008
IT priorities 2011

Posted in Planning and priorities

Future of EWB’s online community

Aug10
2011
Leave a Comment Written by Francis Kung

For the past month, I’ve been spending a lot of time trying to figure out what EWB’s online community will look like in the future. How will EWBers connect and collaborate online? How can we best use the internet to build the EWB movement? And what role will myEWB play in all this?

I’ve been actively soliciting feedback and sharing my thoughts on various mailing lists, reaching out to people who have been involved in online-community-building in the past … but I haven’t posted anything on this blog. Transparency fail!

So, without further ado, check out http://blogs.ewb.ca/itninja/myewb-re-design/ for both a summary of our current progress & thinking, and our next steps! I am also recognizing that one of my biggest weaknesses has been in structuring and framing the feedback I want – rather than just presenting an overwhelming amount of information. But please please don’t let that stop you as I try to improve!

The window for feedback in the current round is fast closing, unfortunately, but there’s still plenty more to come. The current plan is to build a few options directly into myEWB (with some placeholder content as needed) by Aug 15, and then let all myEWB users preview the potential new sites for a couple of weeks – gathering feedback along the way (and, coincidentally, while I take off for a much-needed vacation).  Then when I’m back, we’ll integrate all the feedback and build out the final version … ideally in time to roll out before the school year picks up.

It’s an extremely exciting time, as we get to re-define the way EWBers interact with each other and with the organization online – and I hope you’ll be part of it!

Posted in Uncategorized

Server maintenance complete

Jul25
2011
Leave a Comment Written by Francis Kung

We completed a second round of server maintenance late last week (Thursday afternoon), finishing our upgrade to the server.

Most websites should be back now (there are a few low-traffic sites that we have not copied over onto the new server yet, and those will be done over the next day or two).  All webmasters should check their sites to make sure nothing broke in the move, as we are running significantly newer versions of Apache/PHP/mySQL now in a different, more secure setup.

Thanks for your patience with the downtime last week.  This upgrade enables us to take advantage of many newer software packages available, improving the quality of our online applications and reducing the amount of maintenance required.

Posted in Service announcements

Server maintenance update

Jul19
2011
Leave a Comment Written by Francis Kung

Thanks for your patience today as we took EWB’s main server (and all our websites) offline for a few hours to perform some maintenance.

As usual with this type of work, things didn’t go exactly as planned, and we were not able to finish all our work in the time available; so we will be performing a second maintenance window tentatively on Thursday, in the early afternoon (details TBA).

For the technically curious: we are upgrading the server distribution to a more current one, which will give us access to newer packages and services.  We planned to do this as a staggered update: boot into the new system, and then slowly copy our data into the new system and bring websites back up as they became available.  Unfortunately, we hit a snag booting into the new operating system on the production server (specifically, the auto-assembling RAID arrays weren’t, well, auto-assembling like they did on our setup machine) which ate too far into our maintenance window.  We could have continued without RAID, but that would have left us without a safety net in case of hardware failure, and we decided to roll back and re-strategize over the next few days.  We’ll give it another try on Thursday.

Thanks for your patience!

Posted in Service announcements
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