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IBM Open Doors Workshop Master vUpload



Event at the 120 Bloor Street - Toronto Innovation Centre Offices. The event was part of IBM's Centennial Celebrations. Non-profit organizations were invited to listen to presentations on the topics ...

Event at the 120 Bloor Street - Toronto Innovation Centre Offices. The event was part of IBM's Centennial Celebrations. Non-profit organizations were invited to listen to presentations on the topics of Social Media, Collaboration and Web User Experience Design.



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    IBM Open Doors Workshop Master vUpload IBM Open Doors Workshop Master vUpload Presentation Transcript

    • hashtag: #IBM100 Open Doors: Workshop & Mentoring onSocial Media, Collaboration, and User Experience May 19, 2011
    • What is User Experience?A Presentation by Richard Smallbone and Karen MaxwellMay 19, 2011 : #IBM100
    • Who we are Richard Smallbone Karen Maxwell3 © 2011 IBM Corporation
    • Objectives A good understanding of a successful User Experience How to develop a persona Examples How this applies to you Tools to help you4 © 2011 IBM Corporation
    • What is User Experience?UX Design is how it works5 © 2011 IBM Corporation
    • What is User Experience?Good UX design is problem solving6 © 2011 IBM Corporation
    • What is User Experience?Great design is where beauty,functionality, and ease-of-use allcome together.7 © 2011 IBM Corporation
    • What is User Experience?Who are your users, and how do you ensure youre reaching them with contentthats relevant to their needs and interests? business users objectives technology8 © 2011 IBM Corporation
    • What we do9 © 2011 IBM Corporation
    • User Experience Specialists design across multiple channels Web Kiosk Mobile Skillset includes: Digital Strategy Usability and Accessibility Testing Visioning Consultation & Workshops Information Architecture Persona Development Visual and Interaction Design Social Media Consultation & Workshops Front-end DevelopmentRequirements Gathering Information Architecture Visual/Interactive Design Development Accessibility Testing Maintenance 10 © 2011 IBM Corporation
    • How we do it11 © 2011 IBM Corporation
    • IBM’s five-stage processIBMi’s five-stage process builds comprehensive user knowledge and uses the results to build solutionsthat deliver on user needs and business objectives. Brand alignment, page layout, page elements, Visual Design text, imagery and navigational components establishes a mental model for the user to Interaction Design interact with a system or application Usability Accessibility develops the application flows to facilitate user tasks Information Architecture detailed description of required site functionality Functional Specs & to meet user needs Content Requirements user research, stakeholder interviews, persona User Needs & development, ethno/techno/psychographics Site Objectives12 © 2011 IBM Corporation
    • Why good User Experience is important1. Good design and usability is good for business2. Addressing the user’s real goals mean lower percentage of site abandonment3. Better UX means fewer customers move to the competition4. The better the experience translates to more sales5. A useable design is a key to building on-line trust with your audience6. A good (user) experience correlates with a willingness to repurchase a product or service, a reluctance to switch and a likelihood to spread a positive word-of-mouth endorsement13 © 2011 IBM Corporation
    • Persona development14 © 2011 IBM Corporation
    • What is a Persona?A composite description of a real person who represents a primary customersegment. These descriptions contain detailed information on the motivations, goals,and preferences of a representative customer.Why are personas valuable?They help to make informed, fast decisions. By creating a shared, vivid picture oftarget customers’ behaviors, project teams can better evaluate how to satisfycustomer needs resulting in less scope creep from unwanted and unnecessaryfeatures, faster consensus across the team, and none of the pitfalls from self-referential design.15 © 2011 IBM Corporation
    • Understanding Your Audiences To successfully create engagement and cut through the noise, you have to have a deep understanding of your target audience who they are what they want/need/expect unique characteristics about them needs and scenarios about how they will interact with the site or application features on the site that address this16 © 2011 IBM Corporation
    • Name: John Adams Role: Traditional Donor What is your admin • Location: Toronto, Ontario fee: How • Age: 52 Age much of my $$ go to • VP, Corporate Finance charity what would their message to us be?Organization’s Key goals Characteristics Wants/needs• Create interest for John to join Non-profit Xs • Wary of sharing personal matters over • Quick info Facebook page social sites • Recognition• Communicate the value of becoming involved • Blackberry for work and computer at with “Non-profit X” work/home. Follows industry websites through Google Reader • Values his reputation at work and perception of his community involvement • Gives to other causes outside of work 17 © 2011 IBM Corporation
    • Persona development - exercise18 © 2011 IBM Corporation
    • Examples19 © 2011 IBM Corporation
    • Easy-to-find donation link News and blog updated with timely, relevant information Very clear communications for specific target audiences20 © 2011 IBM Corporation
    • Regional information Easy-to-find donation link (could be higher in the page) Very clear communications for specific target audiences21 © 2011 IBM Corporation
    • Navigation organized by audience type Animated slideshow with messages directed at specific audiences Quicklinks to sub-sites22 © 2011 IBM Corporation
    • How this applies to you1. Make the focus of your organization clear to your audience2. Make it easy to donate/volunteer3. Provide targeted information for different audiences (based on role/region etc.)4. Make it easy for the to get information from you5. If you have the resources to keep it up-to-date (VERY IMPORTANT) maintain a news section/blog23 © 2011 IBM Corporation
    • Tools24 © 2011 IBM Corporation
    • WordpressInitially started as a blogging platform, Wordpress is now a capable tool for building fully-featured will host your website for free, or you can install the Wordpress on your ownserver. Plugins for: Surveys Social Networking (add to Facebook, Twitter etc.) Polls Traffic Stats Slideshows Contact Forms Galleries Calendars25 © 2011 IBM Corporation
    • Design based on an existing template with minor modifications: •Custom header graphic •Minor CSS changes •Widgets An RSS feed allows students, teachers and parents to receive updates in their RSS readers The calendar is updated by office staff through an easy-to-use interface26 © 2011 IBM Corporation
    • Flickr/Creative CommonsFlickr is a photo-sharing website with millions of users worldwide.Creative Commons licensing allows Flickr users to make their photographsavailable, without cost, usually with the requirement that they are credited forthe photograph.Be aware that model releases may be required in cases where a person’s faceis clear and identifiable.27 © 2011 IBM Corporation
    • Photo by Allan Chow Photo by ageing accozzaglia Photo by Ronald Wong28 © 2011 IBM Corporation
    • 29 Photo by Rosie OBeirne © 2011 IBM Corporation
    • Photo by John Gevers Photo by Charles Pieters 30 © 2011 IBM Corporation
    • iStockphoto.comLow-cost stock photography. Usually $5-$10/image for web use, $20+ for printuse.Also includes Video, Audio, Illustration, and Flash Animation.All iStockphoto photographs with clear and identifiable faces are model-released, meaning that you are free to use them without concern.31 © 2011 IBM Corporation
    • 32 © 2011 IBM Corporation
    • Keep it simple.Make it easy.Focus on user needs.Use available tools.33 © 2011 IBM Corporation
    • Questions? Thank you34 © 2011 IBM Corporation
    • Helpful Links A List Apart Magazine Ideas on Ideas Mashable Flickr iStockphoto Persona creation © 2011 IBM Corporation
    • hashtag: #IBM100 Open Doors: Workshop & Mentoring onSocial Media, Collaboration, and User Experience May 19, 2011
    • Engaging community andvolunteers onlineA Presentation by Bernie MichalikMay 19, 2011 : #IBM100
    • Agenda Objective Introduction Survey / Activity What is social Media? Non-profits and social media How do people use social media? What approaches should you take? What steps should you take to apply these approaches? Final Questions Finally38 © 2011 IBM Corporation
    • Introduction Social Media My relationship with social media – Since Web 2.0 (when Time’s Person of the Year for 2006 was “You”) – To now (when Time’s Person of the Year for 2010 was Mark Zuckerberg, CEO of Facebook)39 © 2011 IBM Corporation
    • Survey / Activity Who here uses social media? –How do you use it to share information? Who doesn’t? –How do you share information with others? The Colour Game40 © 2011 IBM Corporation
    • Objective1. Learn about approaches to social media that can add value to your organization.2. Learn what steps you can use to apply social media tools and approaches in your organization.41 © 2011 IBM Corporation
    • What do we mean by Social Media? Social media are media for social interaction, using highly accessible and scalable communication techniques. Social media is the use of web-based and mobile technologies to turn communication into interactive dialogue. “A group of Internet-based applications that build on the ideological and technological foundations of Web 2.0, which allows the creation and exchange of user-generated content (Andreas Kaplan and Michael Haenlein)42 © 2011 IBM Corporation
    • What are some examples of Social Media? Social Media Platforms:, Media Sharing Sites: YouTube, Flickr, SlideShare Blogging technologies: Blogger, WordPress and Xanga Microblogging sites: Twitter, Jaiku, Tumblr and Posterous Wikis include Wikipedia, WikiHow, WikiBooks and Wikitionary. Social review sites: Yelp, Epinions and Trip Advisor Bookmarking sites: Digg, Delicious, StumbleUpon and Reddit More and more, everything is becoming social media43 © 2011 IBM Corporation
    • How are people using social media? Gen Y: born 1975 - 1992 (18 to 35 year olds), Gen X: 1965 and 1974 (36 to 45 year olds) and Baby Boomers: before 1964 (46 years old and older).44 © 2011 IBM Corporation
    • How are companies and organizations using social media?45 © 2011 IBM Corporation
    • Why do people go to social networking sites? Notice the gap?46 © 2011 IBM Corporation
    • The gap between people and organizations47 © 2011 IBM Corporation
    • What can we take away from this? It’s not about “You” It’s about how you can benefit those who are interested in your organization It’s not about a particular technology – yet Social media is becoming less and less “optional”48 © 2011 IBM Corporation
    • How are other non-profits using social media? Or Sparked.com49 © 2011 IBM Corporation
    • volunteers50 © 2011 IBM Corporation
    • volunteers51 © 2011 IBM Corporation
    • What do non-profits look for on is quite varied and individual, but common extracted questions include: Can you help us improve our blog? How can we use twitter or use it more effectively? How can we get more out of Facebook? How do we get more "Likes"? How can we get more traffic to our web site and other social media? How can we generate funds? We need help getting <insert technology here> to work for us or to work for us moreeffectively? Can we get someone to do <such and such social media activity> for us?52 © 2011 IBM Corporation
    • How are other nonprofits putting social media and emerging technology to gooduse? Social Media Platforms Media Sharing Sites Blogging technologies Microblogging sites Location based services QR codes Wikis Bookmarking sites Tip! for a good Google search term, use nonprofit technology (e.g. nonprofit youtube) 53 © 2011 IBM Corporation
    • Good uses of Social Media technologies: Wordpress and Facebook The site is built using Wordpress and incorporates Facebook, YouTube and Twitter functionality54 © 2011 IBM Corporation
    • Facebook social plug-ins < Salvation Army uses some of these55 © 2011 IBM Corporation
    • Good uses of Social Media technologies: Facebook linked to other socialmedia56 © 2011 IBM Corporation
    • Good uses of Microblogging sites: Twitter57 © 2011 IBM Corporation
    • Good uses of Microblogging sites: Twitter58 © 2011 IBM Corporation
    • Good ideas on how to use Twitter Brand your twitter backgroundconsistently Build real relationships Make your tweetsretweetable/sharable Monitor your org’s name ontwitter Use hashtags to promote events Use Twitpic Use sites like to measureeffectiveness59 © 2011 IBM Corporation
    • Good examples/advice on blogging: WordPress and others60 © 2011 IBM Corporation
    • Good uses of Microblogging sites: Tumblr and Posterous61 © 2011 IBM Corporation
    • Good uses of Media Sharing Sites: YouTube Also RSS Feeds and Podcasts! Even bulletin boards62 © 2011 IBM Corporation
    • Good uses of Media Sharing Sites: YouTube63 © 2011 IBM Corporation
    • Good uses of Media Sharing Sites: Flickr © 2011 IBM Corporation
    • Good uses of Media Sharing Sites: SlideShare65 © 2011 IBM Corporation
    • Good uses of location based services: Foursquare, Gowalia, meetup66 © 2011 IBM Corporation
    • Good uses of emerging technologies: QR Codes1. In fundraising appeals.2. In print newsletters.3. At fundraising events – galas, marathons, etc.4. On flyers and community billboards.5. At protests.6. At conferences.7. At check-out lines.8. On tabletops in restaurants.9. In playbills.10. In museum tour materials.11. As scavenger hunts.12. In city tours.13. At concerts and sporting events.14. For art walks.15. At zoos, aquariums, and animal shelters.16. In libraries.17. At parks and outdoor recreation venues.18. At church.19. On college and university campuses.20. At airports.21. In window displays.22. On t-shirts, mugs, pins, and business cards.67 © 2011 IBM Corporation
    • Good uses of emerging technologies: virtual newspapers/newsletters68 © 2011 IBM Corporation
    • Good uses of other older technologies: wikis © 2011 IBM Corporation
    • Good uses of other older technologies: social bookmarking © 2011 IBM Corporation
    • What approaches should you take? Incorporate social media in your overall communications/collaboration approach Have a plan – to hold ‘em and to fold ‘em Start small – move fast “Do what you can, with what you have, where you are.” (T. Roosevelt) Don’t get fixated on the map: fixate on the destination and the best route to get there. Steal other people’s approaches.71 © 2011 IBM Corporation
    • Approach Examples Decentralized approach – Each part of the organization doing it their own way – Tie it together with Centralized approach •Branding One part of the organization drives the •Limited guidelines effort (e.g. all social media work done by •Regular governance Marketing/Communications/HQ) --- And/Or --- One technology drives the effort (e.g. all social media work will revolve around Facebook)72 © 2011 IBM Corporation
    • What steps should you take to apply these approaches?1. Get started – don’t hesitate!2. Get ideas – From this presentation – From – Steal ideas – Pose questions to others3. Get resources – People – Knowledge – Tools/technology4. Get a plan Try one or more of the approaches mentioned or blend up your own5. Get going!73 © 2011 IBM Corporation
    • Some rights reserved (Wade Rockett’s Flickr photostream)74 © 2011 IBM Corporation
    • Wrap-Up © 2011 IBM Corporation
    • hashtag: #IBM100 Open Doors: Workshop & Mentoring onSocial Media, Collaboration, and User Experience May 19, 2011
    • Expand how youcollaborateA Presentation by Jennifer Nolan 19, 2011 : #IBM100
    • Collaboration is achievement of results impossible to accomplish independently – Rex Lee, RIM LotusSphere 201178 © 2011 IBM Corporation
    • A fundamentally different way people collaborate, how people work, how to establish trust. – Sandy Carter, Vice President, IBM Social Business, Collaboration, and Lotus Sales and Evangelism79 © 2011 IBM Corporation
    • Objective1. Learn about ways you can leverage collaboration tools to help you achieve the vision of your organization.2. Explore some of the free and low-cost on-line tools that are available to help you collaborate between your employees, partners, investors, and volunteers.3. Learn about custom collaboration approaches80 © 2011 IBM Corporation
    • Agenda How do you collaborate today? What are some free/low cost tools for expanded collaboration? What are some custom examples of collaboration? Ok, now what?81 © 2011 IBM Corporation
    • What tools do you use to collaborate today? Phone Teleconference Meetings Emails Hallway Web meetingsconversations Video Conferencing Events Mass email newsletters Postal mail What happens to the conversations? Conversations are limited in reach, and limited lifespan Buried in emails / handwritten notes / recycle bin Messages tend to be one way Documents emailed back and forth82 © 2011 IBM Corporation
    • Who do you want to collaborate with? Board of Investors directors Partners Staff Other Volunteers Vendors non profits Participants / Audience / Members / Patrons General Public83 © 2011 IBM Corporation
    • Internally You collaborate together to achieve specific goals, utilizing each person’s skillsand talents You know each other, trust each other, know what each other can do You share the workload84 © 2011 IBM Corporation
    • How do you take that model “outside” your organization? Establish trust over time through open and sincere communications – Making friends at school – something in common Give external participants the feeling of participation / belonging / buy-in Encourage your external participants to share the workload Keep posting, keep it fresh Keep it different – give & take What is the culture that you want to set? Who is your social business champion?85 © 2011 IBM Corporation
    • Tools for collaboration We are going to cover tools in 4 basic areas: – Establish an online community – Collaboration on Social media – Team spaces – Volunteer hubs86 © 2011 IBM Corporation
    • Establish an online community Establish a web site where the groups you want to collaborate with can easily interact withyou and with each other. There are many online sites that will let you build a web-site for free. However you maywant to pay a small fee for the additional features that make the web site more unique(such as your own domain name). It can be a simple blog where you let users comment, or it could be a group blog withmultiple authors, or a true community site where everyone can post. Assign a community manager, become a part of the conversation Adding “widgets” expands the functionality of the site: – forums, surveys, polls, contact us, user generated content, integration with Facebook, integration with twitter. There are many “free web site” sites available. For example: – Word Press – Drupal Gardens © 2011 IBM Corporation
    • Establish a custom online communityYou can take the next step and contact a hosting provider that provides hostingas well as services to help you make your site look and function in a specificway.Many graphic design, web site development, and hosting companies providediscounts for non profit organizations (and if they don’t, ask).Or host it yourself. Multiple packages available.88 © 2011 IBM Corporation
    • Collaboration on Social Media: Facebook Award winning Canadian Science Fiction Author, Robert J. Sawyer, has asked his friends: – To provide feedback for two possible titles for his next book – To provide feedback on whether having two characters whose names start with the same letter is a problem for readers – To share which "classic" sci-fi books they would most like to see be made into a movie – To find medical experts to vet portions of his upcoming novel – To provide a good one-liner joke in a particular scene A new orienteering club has asked members to comment on which logo they prefer – VO2 Orienteering added 2 new photos to the album Choose your favourite VO2 logo!!! © 2011 IBM Corporation
    • Collaboration on Social Media: Facebook Ontario Science Center expert is answering specific questions about black holes – Q: Kepler mission has found many extra solar planets. How will this change research, if at all? – A: Because Kepler collects far more data (and collects it much faster) than earlier planet-finding efforts, the Kepler mission allows astronomers compare our solar system to other solar systems in ways never before possible. Toronto Public Library will recommend a book for you – “Today and next Tuesday (next Monday the library is closed for Easter Monday) are your last opportunities to participate in our Keep Toronto Reading book recommendations. You share with us three titles you loved -- a librarian from Readers Services Committee will suggest another we think youll love too. So, what are your favs? © 2011 IBM Corporation
    • Collaboration on Social Media: TwitterDissemination of Publications and Materials- I have used Twitter to post links to our grant deliverables as soon as they are published online. Twitter friends with more followers then post the link and it is quickly spread to hundreds of people. Jennifer D. Jones, injenuityUsing twitter to get feedback throughout a conference- We set up a twitter account for a recent young people/youth work practitioners conference and asked twitter to turn on auto-following. We got over 1/2 the delegates to follow our conference account so we could ask questions throughout the day, and we encouraged them to text in feedback, ideas, comments, inspirations. We were projecting their tweets onto the wall in the main room, and showing them on scrolling rss-tickers on all the other presentation projectors. It gave us a really useful gut reaction form of feedback, that massively complements the evaluation form feedback - and allowed us to adapt parts of the event on the basis of instant feedback. Blog post reflecting on the processUsing twitter as a virtual water cooler.- I work from home, and my colleagues are my collaboration buddies, clients, colleagues. Twitter is a great way to keep up with what is happening, so face-to-face meetings get up to speed much quicker. Blogs work the same way, though they tend to contain a different set of content. From © 2011 IBM Corporation
    • Collaboration on Social Media: TwitterFostering Professional Connections- The principal of my childrens school was considering using a blog as a communication tool for theschool. He wanted to see some examples of other elementary principals who were already doing this. Itweeted a request for links to exemplary elementary principal blogs. Got a list of 4 excellent ones inminutes. I emailed him the results.Darren Kuropatwa, blog: A Difference, twitter: Research - On several occasions, I have used TwitterPolls to get instant feedback about issues facing educators.After asking whether specific web sites were blocked by schools, over 30 people responded in about anhour. Perfect for getting some authentic results in a very short time, to either verify other research or lettingyou know if youre on the right track.Steve Dembo, Teach42Using Twitter as a people-powered search- Courtesy from Web Worker Daily: "Try Twitter Instead of Mahalo for People-Powered Search". LuisSuarez From © 2011 IBM Corporation
    • Collaboration on Social Media: YouTubeCustomizable: Allows you to establish a channel - “Your channel is your home for broadcasting on YouTube. Its the place to house the videos you make ("Uploads"), the videos you love ("Favorites"), and the videos youve organized ("Playlists"). Personalize your channel by selecting the background color, formatting and module options.”Can embed on your own website without technical hasslesIt is not just about posting “your” videos, but asking for responses - Example: video wedding best wishes to William and Kate - Example: Old Spice commercials • “Subsequent to the release of the "Questions" Old Spice commercial, a YouTube campaign featured Mustafa reprising the same character and responding to over 100 YouTube, Twitter, Facebook and Reddit comments in a series of brief videos. The short ads used the same humor as the TV spots.” - Tell us your stories - Fan art93 © 2011 IBM Corporation
    • Collaboration on Social Media: YouTubeSharing work load:“Well now the Real Academia Española (Spanish Language Academy) has created a channel onYoutube which allows everyone to share their particular “readings” of one of the most popular novels of alltimes, Don Quixote by Miguel de Cervantes.The idea is simple and unique for collaboration: the channel encourages you to record yourself on a videoreading a passage of the novel and share it, so it will turn out to be an Universal Reading wherethousands of voices get together to revive the daydreaming Spaniard Knight-errant.” a bottle, flashmob style © 2011 IBM Corporation
    • Collaboration on Social Media: © 2011 IBM Corporation
    • Collaboration on Social Media: Flickr & photo sharing US State - asked public to post photos of problems with waterways Chinese Government - asked people to post photos of “pot holes” and otherproblems before olympics Sharing photos from an event – use the tag!96 © 2011 IBM Corporation
    • Microvolunteering: Sparked.com97 © 2011 IBM Corporation
    • Macro CharityVillage.ca98 © 2011 IBM Corporation
    • Team Spaces Board of Investors directors Partners internally Other Volunteers Vendors non profitsTeams are often not working in the same office99 © 2011 IBM Corporation
    • Team Spaces: Google Apps © 2011 IBM Corporation
    • Team Spaces: Real-time collaboration © 2011 IBM Corporation
    • Team Spaces: Real-time collaboration Multiple people editing the same document – at the same time102 © 2011 IBM Corporation
    • Team Spaces: Shared CalendarsHave multiple calendars, all in one view, each with their own settings. Sharewhat you want, keep other calendar’s private.Use for Team Calendars and for public event Calendars103 © 2011 IBM Corporation
    • Team Spaces: PBWorks.com104 © 2011 IBM Corporation
    • Team Spaces: Document repository - Access to uploaded files anywhere Establish timelines / tasks Discussions Control who you share with Looks like a folder in windows Easy to start using No feature overload Mobile app105 © 2011 IBM Corporation
    • Team Spaces: BaseCamp Online project planning Online document sharing Shared tasks Shared milestones 106 © 2011 IBM Corporation
    • Custom collaboration applications: Toronto Community Foundation –Community Knowledge Centre © 2011 IBM Corporation
    • Custom collaboration applications: MBRT.org108 © 2011 IBM Corporation
    • Raise awarenessOk, now what? More use of our programs More investors More volunteersWhat are we trying to achieve f Specific goalWhat makes us different fHow will we measure our progress toward our goals fWho is our social business champion fWhat are similar organizations doing fWhat are un-related organizations doing fHow can we apply these tools / approaches to our own goals fHow can we apply other tools / approachesf109 © 2011 IBM Corporation
    • ExerciseShare a specific goal that your organization is working on-What are you trying to achieve f-What makes you different f-How will you measure the progress toward this goal fEveryone else-What are similar organizations doing f-What are un-related organizations doing f-How can they apply these tools / approaches to the goal f-How can they apply other tools / approaches f110 © 2011 IBM Corporation
    • hashtag: #IBM100 Open Doors: Workshop & Mentoring onSocial Media, Collaboration, and User Experience May 19, 2011
    • 112 © 2011 IBM Corporation