Showing posts with label executive board. Show all posts
Showing posts with label executive board. Show all posts

Friday, June 29, 2012

ALA Annual Conference in Anaheim: Orange County

My ALA Annual Conference experience was definitely a whirlwind. I was constantly on the run but accomplished a lot. This was definitely a conference of getting things done.

I attended the Library Journal Movers & Shakers luncheon at The White House. The highlight of that event was seeing William Kamkwamba speak. He was engaging, informative, and funny. I look forward to reading my signed copy of his book The Boy Who Harnessed The Wind.

I also had the opportunity to go on the Queen Mary with my Sage Reference colleagues. The 40 minute drive to Long Beach was definitely worth it. It was also the only sightseeing on my trip.

The Queen Mary

My two back-to-back presentations went extremely well. I was the keynote for the New Members Round Table President's Program. I had the pleasure of presenting at the RUSA MARS Virtual Reference Discussion Forum. I was asked to talk briefly about technologies that may have a future impact on virtual reference service. I particularly enjoyed the discussion following my ideas and generated from the round table discussions. A very positive write up of this session was posted by Library Journal.

On Sunday morning I introduced author Sapphire. That evening while at a reception hosted by Oxford a few people said hello to me and they recognized me from introducing Sapphire that morning. It was nice to meet new people and get positive feedback. I also ran into a bunch of people I know at Oxford's reception hosted at Bowers Museum. I'm always thrilled when that happens.

This conference also marked the conclusion of my term on the ALA Executive Board. It has been an absolutely wonderful experience. I am still incredibly grateful to the members of the board nominating committee and ALA Council for giving me the opportunity to serve the Association in this capacity. I have worked hard, taken this responsibility seriously, and had so much fun.

distinguished service

Monday, June 18, 2012

ALA Annual 2012 Preparations


I'm getting ready for the ALA Annual conference in Anaheim. It's hard to believe this will be my last conference as a member of the ALA Executive Board. My schedule is still shaping up, but here are some of the highlights for what will be a very busy (and hopefully very good) week. Note that I have back-to-back presentations on Saturday -- 1:30-3:30pm and 4-5:30pm!

Wednesday, June 20
PIT - ORD - SNA

Thursday, June 21
Special reception honoring Library Champions, Major Donors, and Legacy Society members
distribute executive board liaison talking points to ACRL, COL, COD, TOLD

Friday, June 22
ALA Executive Board I
ALA Opening Ceremony and ribbon cutting for Exhibits Opening

Saturday, June 23
ALA Council orientation
Visit the exhibits
Lunch - thanks EBSCO!
Lead Presenter: NMRT President's Program
Lead Presenter: RUSA MARS Virtual Reference Discussion Forum
Scholarship Bash
#ala12 After Hours / LibrarianWardrobe Walkoff Contest

Sunday, June 24
Breakfast - thanks ebrary!
ALA Council I
Introduction for Auditorium Speaker Series: Sapphire
Planning and Budget Assembly
Division Leaders/BARC joint meeting
executive board liaison visits:  CORS, Membership

Monday, June 25
ALA Council II
ALA Executive Board II
executive board liaison visits: OITP, LLAMA

Tuesday, June 26
ALA Council III
Closing General Session: JR Martinez
Inaugural Brunch
ALA Executive Board III

Wednesday, June 27 and Thursday, June 28
SNA - ORD - PIT

Sunday, October 23, 2011

ALA Executive Board fall meeting 2011

Chicago

After a full day of travel, also known as MRY-SFO-IAD-PIT-ORD, I arrived in Chicago for the ALA fall board meeting. Although I tried to limited telling my epic travel saga, I always ended it by making the point that I was still upright and smiling.


Friday morning was the traditional board effectiveness session led by ALA's professional Parliamentarian Eli Mina. I always find this session useful and learn something new. I must admit it was kind of exciting to realize that I've learned a lot about being an effective board member and know what strategies we were talking about when. The first time the "two hats" idea was presented I was a bit confused, but I'm happy to say I now know it inside and out.

The afternoon was spent at the Millennium Knickerbocker Hotel for the Joint Boards meeting. The boards/executive committees of the ALA Divisions and the ALA Executive Board have lunch and meet together, usually in a facilitated session. This time we worked through the transforming libraries goal area of the strategic plan. The goal statement is

ALA provides leadership in the transformation of libraries and library services in a dynamic and increasingly global digital information environment.
During the first breakout session, we focused "on what short-term and longer-term changes we see happening within libraries in order to respond to the external challenges and opportunities libraries are facing."
The areas we explored included:
  • Physical space
  • Virtual space
  • Library workforce
  • Service portfolio
  • Customer expectations
  • External relationships
  • Library Leadership expectations
We were assigned groups and each group was to consider the following questions based on one goal area:
  • What are the key factors influencing/driving change?
  • How do you see your area (breakout topic) transforming libraries in the short-term (1-3 years)?
  • How do you see your area (breakout topic) transforming libraries in the longer-term (4+ years)?
In our second breakout session we focused "on what we believe are the implications for future programs and services offered by ALA and its Divisions" and considered two questions:

  • What are the implications for collective ALA's programs and services (membership, partnerships, advocacy agenda, education programs, support to Divisions, etc.
  • What are the implications for Divisions (membership, education programs, partnerships, networking, etc.)?
I think we had a productive session and ALA Executive Board and Division leadership are getting a better handle on how to work towards transforming libraries and the Association. Hopefully the round tables will be folded into these conversations.


After the session was over I walked back to my hotel via Michigan Ave. I noticed that Lush products were being sold in Macy's, so I popped in for a bottle of The Olive Branch body wash. I also looked in various store windows and people watched.

That evening the majority of the board went to dinner together. I sat at the end of the table with Eli Mina and his lovely wife whom I'd met in D.C. in 2010. We enjoyed a good meal and lively conversation.


Saturday and Sunday were packed meeting days. We had very full agendas, check them out here. We heard several informative reports and had really good discussion. I thought ALA President Molly Raphael did a really great job getting us through everything and keeping us effective as a board.

I had a late flight back to Pittsburgh. I picked up a bag of Garrett's popcorn at the airport. I'm not sure how I've not managed to buy some until now. It is delicious! I'm definitely picking up more the next time I head to Chicago.

Monday, April 11, 2011

ALA Executive Board Spring Meeting 2011

I had a whirlwind weekend at the ALA Executive Board meeting. Our meeting had a very different flow to it than in the past. By "in the past" I mean the one spring meeting I've experienced as a seated board member, and the year before as an observer.

Before all the board stuff started, I spent a little time with Jenny Levine on Thursday. We were on the same wavelength. I brought her two packages of Reeses white chocolate peanut butter eggs. However, she totally outdid me with this amazing star shaped brownie with gold. Not a bad way to start my trip!

Gold star from Jenny (@shifted)

Friday morning featured the ALA Staff Awards. This is always a nice event. There are a lot of people that get things done at ALA. It's nice to attend their breakfast and see them receive their employment milestone awards and the two staff achievement awards. Of note is Jenny Levine's five years at ALA recognition. Congrats Jenny!

After lunch, the meetings began. The agendas, as always, are on the Meeting Agendas site. I'll highlight some of the interesting discussions.

Our conversation related to social media and the executive board was interesting. From my perspective I think it barely scratched the surface. We are at a point professionally and technologically where we need to be engaged in dialogues where they're taking place. There is a time and a place for a press release and a unified response at the top, but other times it makes more sense to have a one-on-one interaction in whatever the appropriate venue might be.I understand that this takes a lot of time and there are so many hours in a day, but I think we owe it to our members (and to ourselves) to make every best effort to connect, collaborate, and communicate.

Sunday morning after our closed session was the strategic dialogue on transforming libraries. It was facilitated by Paul Meyer who has worked with ALA on a variety of projects. I think it was the good start of a dialogue. One of the items we talked about what we thought the library of the future looked like. My contribution to this part of the discussion was the notion that the future library, and librarian, would be completely new and reconceptualized. A number of the challenges and issues facing libraries are augmentations of what we might refer to as historical or traditional services, particularly lending materials, reference and instruction services. While we've made some really great modifications to how we provide these and other services, it's becoming clear that emerging and innovative services simply cannot be based on their traditional counterparts. If success breeds success, then change breeds change. Just imagine what we get with successful change.

Not all of these shifts are driven by changing technologies. Over the past five years I dramatically shifted my approach to providing reference and instruction services. The amount of one shot course related instruction I delivered went down, but my one-on-one or small group reference consultations spiked. The faculty I regularly worked with often felt their students were not as well prepared as in the past and needed every possible class to foster learning. At the same time, they valued research and what I brought to the table as a reference librarian. They found it useful to meet one-on-one with me, so perhaps their students would as well. My previous experience with their courses and my experience as a reference librarian gave me an opportunity to reinvent my approach to working with students and, in turn, information literacy. These successes led to these students coming to me for help with other coursework, and that sometimes led to referrals from peers. Were reference and course related instruction still major components of my job? Absolutely. The way in which those activities are carried out have shifted in response to the curricular, teaching, and learning needs of students and faculty.

I guess what I'm trying to say is that there are degrees of change. What may not look like much of a shift to some of us is a major departure from librarianship for others. There's room for both during this period of transition.

Saturday, January 22, 2011

Feedback Needed: White Paper on ALA Midwinter Meeting

On December 30, 2010 Keith Michael Fiels and Mary Ghikas distributed the "White Paper on the ALA Midwinter Meeting". The background cover information notes "the combination of technological change and economic stress has caused many members to question the way in which ALA groups accomplish work. In particular, they have raised issues related to the continuing viability of the ALA Midwinter Meeting." It further notes "that Midwinter must be "repositioned" in our conversation and shared understanding to reflect the current, not past, practice and a new understanding of "the business of the Association"."

The document is available as a PDF from the ALA Governance Office website.

As a member of the ALA Executive Board and an ALA member, I am interested in your feedback on this document and the concepts presented. I encourage you to read the document and either post your comments here on my blog or email them to me, cly11 AT psu.edu. Thank you in advance for your input and assistance in helping me serve the membership and lead the Association.

Monday, October 25, 2010

Fall Board Meeting 2010

Erie & Wabash
Spider on the wall at Erie & Wabash in Chicago


I attended the ALA Executive Board fall meeting. Before our agenda driven packed meetings on Saturday and Sunday, we start with a Board Effectiveness meeting on Friday morning and then join the ALA Division Boards for an afternoon session.

Our board effectiveness meeting focused on just that: how to work together to be an effective and efficient board. We prepare for the discussions by reading or re-reading 101 Boardroom Problems by our parliamentarian Eli Mina, and 7 Measures of Success: What Remarkable Associations Do That Others Don't by ASAE & The Center for Association Leadership. Both are good and practical reads and we referred to them often. Eli Mina actually facilitated our morning session. I found it to be very beneficial. Hopefully I can continue to be a positive contributor to the ALA Executive Board.

The Joint Boards session was like a phase two of last year's session. In 2009 we were putting together a draft of the strategic plan. This time we have the plan and were talking about ways to implement the plan both by the divisions and by the association. Last year we did have the benefit of two round table representatives at that meeting, but this year they were not directly represented.

Saturday and Sunday were two long days of meetings. The agendas are available here. Coming full circle, Past President Camila Alire noted we were very effective as a board.

Monday, September 27, 2010

October is for travel

I have several trips this fall, similar to last year. It's not nearly as ambitious, but it's an equal amount of work. This year's trips include:

ALA Budget Analysis Review Committee - Chicago
Georgia Council of Media Organizations (COMO) Conference - Athens GA
ALA Executive Board Fall Meeting - Chicago
Penn State Commonwealth Campus Libraries Fall Meeting - University Park/State College

These trips are all between September 30 and November 10. I'm a seasoned traveler at this point, so to add to the challenge I'm trying to figure out how to avoid checking a bag for the first three trips. Like last year, I'll attempt to update more and take plenty of photos. Fewer trips might actually lead to some success.

Wednesday, June 30, 2010

ALA Annual Conference - Washington, D.C.

This was probably my best ALA annual conference to date.

Even with a visit to the ER.

This was my big conference as President of NMRT. I also completed my first full year on the ALA Executive Board. Both roles were incredibly rewarding and I accomplished so much. It was my pleasure to speak at the NMRT orientations Friday afternoon and Saturday morning. I think I got attendees excited to be there. Then my president's program, "Innovative Career Choices: Opportunities Beyond Public and Academic Libraries", was standing room only (mostly because of a room set-up error, but it would have been jam packed regardless). I along with others did not get the opportunity to hear the program because the room was overflowing, but our panelists were kind of enough to share their presentations here. The program was also featured on the ALA Member's Blog. I'm also proud to have partnered with Loida Garcia-Febo on the REFORMA/NMRT joint program "The New Professional Paradigm: Redefining the New Librarian". The last NMRT event was the Awards Reception where we recognized the winners of the 3M/NMRT Professional Development Grant award winners and the Shirley Olofson Memorial Award winner. However, I took a point of personal privilege to recognize Past President Laurel Bliss with a plaque for her leadership and service to NMRT (pictured below), and to thank 3M for their 35 years of support.

NMRT Awards Reception cropped
Laurel Bliss and Courtney Young, 2010 NMRT Awards Reception


I also completed my first full year on the ALA Executive Board. In addition to participating fully in Executive Board meetings, my liaison visits with a variety of ALA divisions, round tables, and committees continue to be an eye opening experience. It's been a tremendous opportunity to serve the ALA membership in this capacity. It has also been incredibly rewarding to work with the people who make up the board. As a reference librarian at an academic library I might not have crossed paths with these library directors and deans, public library directors, library school faculty, school librarians, and Library of Congress staff. Add to that the chance to work with the incredibly hard working and talented ALA Staff. Ours is truly an association of good people.

Executive board members whose terms are completed
Rod Hersberger, Charles Kratz, Jim Rettig, and Larry Romans


Both roles are incredibly rewarding and I accomplished so much. I am thankful for all the support I've received over the past year and the support I know I will continue to receive for many years to come.

Friday, January 15, 2010

"Architecting Participation: New Ways of Convening @ ALA"

A really interesting and useful document discussed during this morning's ALA Executive Board meeting. Your feedback is welcome and appreciated.
__________________________________________

EBD #2.13
2009-2010
Midwinter 2010



TO: ALA Executive Board

RE: E-Participation Update
Architecting Participation: New Ways of Convening @ ALA

ACTION REQUESTED:

Board discussion and feedback are requested.

REQUESTED BY:

Keith Michael Fiels, Executive Director, ALA
Mary W. Ghikas, Senior Associate Executive Director, ALA

DATE: January 4, 2010


BACKGROUND:

The Final Report of the ALA Task Force on Electronic Member Participation was distributed for comment prior to the 2009 Midwinter Meeting. ALA Council acted on recommendations at the 2009 Midwinter Meeting and took additional actions at the 2009 Annual Conference. In April 2009, ALA Connect launched, offering a new set of options for member participation. More broadly, over the past several years, the extent of and variety in forms of member participation have increased, with explosive growth in blogs, wikis and social networking groups, as well as growing use of web-based meeting software. The following report (p.2-4) is a brief update on recent ALA work to broaden participation, including electronic or virtual participation.

Attached to this report is a longer, related document: Architecting Participation: New Ways of Convening @ ALA (p. 5-11). As ALA and its component groups began the work of implementing the recommendations of the TFOEMP and subsequent Council actions, numerous questions arose. These ranged from questions about the status of certain policies (see p. 5-7) to practical concerns about the impact on specific group processes (see p. 7-9) to broad strategic explorations (see p. 9-11). Architecting Participation was drafted in response and distributed to staff and to the ALA Executive Board prior to its Fall 2009 meeting.

Broadening Participation

At the ALA Midwinter Meeting in 2009, ALA Council received and acted on recommendations of the Task Force on Electronic Member Participation (TFOEMP). Recommendations of the Task Force focused both broadly on issues of expanding participation in activities of the Association and, more narrowly, on enabling broader participation, specifically including virtual or electronic participation, in those activities of the Association that have historically taken place in the face-to-face environment of the ALA Midwinter Meeting or Annual Conference.

ALA 2009 Annual Conference – 2010 Project

As an initial test of the viability of enabling widespread electronic participation in face-to-face meetings (e.g. boards or committees) at Midwinter or Annual, $40,000 in 2010 funding was allocated to support experimentation in electronic participation in conference-based meetings, at the ALA 2009 Annual Conference in Chicago.

ALA has, since 2008, routinely provided wireless access at the convention center. (From 2005-2008, ALA purchased wifi for attendees on a per-user basis.) The cost to ALA varies significantly, depending on the convention center. The robustness (stability, number of simultaneous logins) of that wireless access also varies significantly and is outside ALA’s control. Where internet access is required for successful presentation of a program (vs. a meeting), Conference Services staff continues to recommend wired access.

ALA has not in the past provided wireless access at various hotels due to availability and cost considerations. While some hotels provide free wireless, it is rarely the case with the hotels in which meetings are held. The cost to “buy out” wireless access in meeting rooms at various Chicago hotels (2009 Annual Conference) was priced from $20,000 to $160,000, depending on the number of meeting rooms and the size and structure of the hotel. Further, the number of simultaneous logins possible in any given hotel varied widely.

As it quickly became apparent that “buying out” wireless in all or most hotels where significant numbers of meetings would be held was impossible within any reasonable budget, the strategy shifted to supporting a variety of individual meetings to enable member leaders to experiment. Wireless access was provided for the following groups:

ALA President -- Unconference (Friday, Hilton)
ACRL – Leader Development & Strategic Planning (Friday, Sheraton)
Library Instruction Round Table Executive Board (Saturday, Palmer House)
ACRL Professional Development Coordinating Committee (Saturday, Sheraton)
ACRL 101 & Membership Meeting (Saturday, Sheraton)
PLA All-Committee Meeting (Sunday, Palmer House)
YALSA Advocacy Task Force (Sunday, Palmer House)
NMRT Executive Board (Monday, Palmer House)
ALCTS – CC:DA (Monday, Swisshotel)
ALCTS – MARBI (Monday, Swisshotel)
ALA Intellectual Freedom Committee (Tuesday, Hyatt)

The total cost to provide wireless access to those eleven sessions (out of 2,500 separately-scheduled events) was $30,000. The remaining $10,000 was held to support additional experimentation at the ALA 2010 Midwinter Meeting. Additionally, several groups had independently asked ALA Conference Services to provide wireless access for meetings being held outside the convention center.

Based on a wide range of discussions, both on the ground at Annual and subsequently, the following general observations can be made:

(1) Some groups, because of changes in timing or personal schedules, did not need (or use) the purchased wireless access.

(2) Wireless access was not always sufficient for the number of individuals wanting to access the network, e.g. the Unconference.

 Based on AC2009 experience, Conference Services has identified some “high demand” groups or events – and will seek to schedule in the convention center.

(3) Providing wireless alone was often insufficient in large gatherings, since the person seeking to participate virtually often could not hear most of the participants, unless microphones were provided, adding (significantly) to the cost.

 A small committee (<10 people) seated at a table worked successfully using Skype and a computer mic.

 A larger group (>10) struggled to satisfactorily include an e-participant, who could not hear the discussion adequately to participate.

(4) Individual members and groups, including many which received no special support, were highly creative in finding ways to connect with missing members, employing a wide range of individually-provided tools.

 A LITA E-Participation TF, chaired by David Lee King, compiled an extremely valuable guide to using a variety of tools. This guide is available at: http://wikis.ala.org/lita/index.php/Participation_Task_Force_Recommendations


(5) The most significant expansion in “participation” was through informal channels. Looking at post-conference statistics supplied by Jenny Levine:
 There were 4,011 Flickr pictures.
 A Google Blogsearch reported about 14,000 posts using the tag ala2009. (This includes the 4,011 Flickr pictures noted above.)
 There were 10,362 tweets (Twitter) using the #ala2009 tag by 1,321 authors.
 ALA member Heather Devine created a Flickr/Twitter tracker just prior to conference (primarily on her vacation), at http://www.flexyourinfo.com/projects/ALA2009/ -- enabling ALA to track (and archive) this widespread participation.
 There were also YouTube videos and other contributions. We do not, for instance, have a way to measure participation through Facebook.

(6) In the short run, particularly in a period where there is significant pressure not to increase registration fees, purchasing wifi for meetings in individual hotels is not a sustainable solution to the problem of expanding participation. This may change over the long term with growing market pressure on hotels and with changing technology.


ALA 2010 Midwinter Meeting

The original intent was to use the remaining dollars from the 2008-2009 2010 project to support some connectivity, specifically with groups having a strong interest in accessibility issues. David Lee King (LITA) and Mary Ghikas met with the ASCLA Accessibility Assembly during the 2009 Annual to explore possibilities. The Assembly acknowledged that there were, in fact, accessibility issues – but believed these were already identified and did not seem interested in further testing.

Based on the factors above, a different approach is being tried at the 2010 Midwinter Meeting in Boston.

(1) ALA will, as always, provide wireless access at the convention center, except for the exhibit hall. (One positive point in a difficult year: The Boston Convention Center is providing this wireless at no charge.) As usual, Conference Services advises member groups who must have uninterrupted internet access for presentations to order wired internet access. Members are also advised that the wireless access will not support bandwidth intensive uses such as streaming video.

(2) ALA will set up a “Networking Uncommons” in a high-traffic area of the convention center (near the ALA Store and the entrance to the Exhibit Hall). ALA will supply round tables and chairs, an LCD projector and an av cart, a screen, electrical outlets for individuals needing to recharge laptop or PDA batteries, flip charts and markers, and some 2.0 tools (flip camera, iPod) – and the basic free wifi access. The space will be available, during the same hours as the ALA Store, for informal presentations, discussions and reports or exchanges between groups, with the potential to include virtual participants. LIS students will “staff” the space, to maintain a schedule as necessary, to ensure that equipment stays in the space, and to mediate use of tools for those who may need assistance.

 Based on available funding, the intent is to provide a similar space – the “Learning Commons” – at Annual Conference, with the option of “showcasing” some projects from various groups on different days. For instance, AASL members who presented a highly successful “Blogger’s Corner” at the recent AASL National will take the lead on one day of the “Learning Commons.”

(3) In response to current member concerns around jobs, HRDR has pulled together resume review and job counseling programs. One job-related program will be presented for a “virtual” audience on Monday, January 18, 11:00am-noon. For further information, visit http://connect.ala.org/node/90557 .


Other Steps

Discussion of expanding participation has also grown beyond the traditional face-to-face environment of the Midwinter Meeting and Annual Conference.

(1) There is widespread “experimentation” with a variety of platforms to support electronic meetings, including OPAL (ALA’s current subscription is for 100 seats, through MPS), GoToMeeting/GoToWebinar (ALCTS), DimDim (ACRL), Adobe Connect (Office for Diversity and ACRL), and WebEx (ITTS). The intent is to identify the strengths and weaknesses of each and negotiate association-wide contracts. Uses of these platforms range from open discussions to engage student members (ALSC on OPAL) to regular committee meetings.

(2) ALA Connect, which launched in April 2009, provides additional channels for expanded participation. The ALCTS Board has successfully used the chat function to “meet.” The ACRL Board has conducted votes in Connect. Members with an issue to discuss can form their own communities and move forward.

ALA Connect usage continues to grow. In December 2009, 3,162 members and 72 non-members logged in to ALA Connect. Google Analytics traffic report for October 1-December 31 shows 56,435 visits total, with 264,497 page views. Regular reports on ALA Connect are posted to the ITTS Update blog.

(3) Finally, a broader discussion is beginning around increasing participation beyond twice a year – not limited to what happens at an ALA Midwinter Meeting or Annual Conference but embracing the full range of current possibilities.


Related document attached: Architecting Participation: New Ways of Convening @ ALA, Draft4, 4 January 2010, mg.
EBD #2.13 Attachment
2009-2010
Midwinter 2010

DRAFT4 (4 January 2010)

Architecting Participation: New Ways of Convening @ ALA


Starting Points:

“To be a citizen is to show up – to accept the invitation to participate, or to create it if it is not offered, to act as a co-designer. At any moment we can choose to speak of our idealism, express our feelings, and reflect on and deepen our questions. Acting on what matters is an act of leadership; it is not dependent on the leadership of others….
…..The social architect’s task is to provide a context for the organization’s purpose or strategy, and then engage others in a way that embodies those values in people’s hearts….Social architecture is, fundamentally, a convening function, giving particular attention to all aspects of how people gather. The future is created as a collective act….Convening is a way of operating, not just a way of meeting….” [emphasis added]
Peter Block, The Answer to How is Yes: Acting on What Matters

“New ease of assembly is causing a proliferation of effects, rather than a convergence, and these effects differ by how tightly the individuals are bound to one another in the various groups. You can think of group undertakings as a kind of ladder of activities, activities that are enabled or improved by social tools. The rungs on the ladder, in order of difficulty, are sharing, cooperation, and collective action…Collective action creates shared responsibility, by tying the user’s identity to the identity of the group….”
Clay Shirky, Here Comes Everybody: The Power of Organizing Without Organizations

“Frustration is a diagnostic” Clay Shirky, speaking at American Society of Association Executives, August 2009

“It is important, as the Association moves forward, for it to be acknowledged that the demand for expanded means of electronic participation will continue to grow, and that a shift toward expanded electronic participation is inevitable. The current fiscal situation in the nation underscores the importance of continuing to explore means by which members can afford to participate in Association activities. Effective implementation of policies and means to increase electronic participation can help to attract or retain members. It can help the Association and its members to make better use of available resources. There is no holding back this tide. We must swim or be swept out by the undertow. The challenges before us include learning how to swim, deciding which stroke is appropriate to which purpose, and knowing where the shore is.” [emphasis added]
Final Report, ALA Task Force on Electronic Member Participation, January 24, 2009


Status: October 2009

• The Final Report of the ALA Task Force on Electronic Member Participation was distributed for comment prior to the January 2009 Midwinter Meeting. ALA Council acted on recommendations at the 2009 ALA Midwinter Meeting. Additional actions, on items referred, were taken at the 2009 ALA Annual Conference.

• Significant changes have been made to the policy framework for participation. ALA Council approved:

o Policy 6.17 (2009 ALA Annual Conference, on recommendation of PMC): All activities of committees, boards, etc. of the American Library Association and its units should be conducted as openly as feasible. Therefore, it shall be the policy of the American Library Association that all governance related activities, sponsored by ALA or one of its units, taking place outside of official meetings should be accessible to the membership of the sponsoring body….The policy is intended to cover all activities of committees, boards, etc. of the Association that take place between the meetings held at the Midwinter Meeting and Annual Conference and other official meetings scheduled between conferences. Activities such as discussion lists, blogs, etc., which do not meet the definition of a meeting, ALA Policy 7.4.1, are examples of activities covered by this policy….Exceptions to this Open Activity Policy are permissible for committees, boards, etc. whose discussions frequently touch on matters of privacy regarding individuals, institutions and /or organizations, or where, in the opinion of the body, its work would be hindered by open member accessibility to discussions.”

o Delete the text of newly renumbered Policy 6.18 (previous 6.16): “Policy 6.16 Virtual Members 1) Definition of Virtual Members: Virtual members of committees or task forces have the right to attend meetings, participate in debate, and make motions. Virtual members are not counted in determining the quorum nor do they have they right to vote.” (6.16 2)-4) covered appointment to Standing Committees of the Association, Committees of Council, and Round Table and Division Committees.)

o Revise Policy 4.5 (Requirements for Committee Service) as follows: “4.5.1 Membership. Except as specifically authorized, members of all ALA and unit committees, task forces, and similar bodies must be members in good standing of the group’s parent organization. 4.5.2 Participation. Members…are expected to participate in the work of the group. Participation includes both attendance at synchronous meetings scheduled in conjunction with the Midwinter Meeting or Annual Conference or at other times during the year, as well as contributions through asynchronous communication methods that may be utilized by the group outside of formal meetings. Attendance at meetings may be in person, or through other means that enable synchronous communication. 4.5.3 Provision of explanation of absences. Members ….are expected to provide explanation of their absences and/or inability to participate to the committee chair or unit secretary….” [emphasis added]

• Equally important, key policies remained unchanged, notably Policy 7.4.4 (Open Meetings): All meetings of the American Library Association are open to all members and to members of the press. Registration requirements apply. Closed meetings may be held only for the discussion of matters affecting the privacy of individuals or institutions.

o Council did (Midwinter 2009) refer to Policy Monitoring Committee a recommended new interpretation of 7.4.4, with the intent that PMC return to Council with final recommended language. Language suggested by TFOEMP was as follows: “…The primary purpose of the policy on Open Meetings is to facilitate transparency of Association governance. No member should ever feel that there are Association-related decisions made where he or she was prevented from finding information, raising concerns or expressing opinions…. Matters affecting the privacy of individuals or institutions call for a meeting or a portion of a meeting to be closed to all except members of the body holding the meeting and invited attendees…. It is the responsibility of each committee, board, etc. to insure that the spirit of the open meeting policy is enforced, to identify in advance of a meeting any need to close a portion of it, and to make that fact known in advance….It is recognized that matters may arise in the course of a meeting that necessitate closing a portion of the meeting. No matters other than those requiring protection of privacy may be discussed during a closed portion of a meeting. All actions taken in closed session must be reported to the membership of the parent unit and made public at the earliest possible time after the closed session.”

• The definition of a meeting (Policy 7.4.1) remains unchanged: “A meeting is an official assembly, for any length of time following a designated starting time, of the members of any board, committee, taskforce, commission, etc., during which the members do not separate except for a recess and in which the assembly has the capacity to formalize decisions. Conference calls, Internet chat sessions (and their equivalents), and in-person meetings are recognized as meetings subject to the open meetings policy (ALA Policy 7.4.4) (Asynchronous electronic discussions by electronic mail or other asynchronous communication methods do not constitute meetings because they are not an official assembly with a designated starting time.)

• When voting is necessary, ALA Bylaws (Article VIII, Sec. 8) authorize a variety of voting mechanisms: “Votes in the Executive Board, as well as in committees, may be taken by mail, electronic system, or conference call, provided that all members are canvassed simultaneously. An affirmative vote from two thirds of a quorum of the body shall be required. Each committee shall have the authority to set a time limit within which the votes of its members shall be recorded, but if no such time limit is set no vote shall be counted unless received within 30 days from the day the text of the matter voted upon was mailed properly addressed to those entitled to vote on the matter involved.”

• While ALA policy (ALA Bylaws, Article VIII) makes the “committee membership year” consistent with the “conference year,” policy does not, in fact, require committees to meet at conferences. Over the past decade, with the increasing availability of new communication tools, some groups (e.g. scholarship juries, many award juries) have ceased (or drastically reduced) face-to-face meetings.


Implementation Strategies and Issues: October 2009

The following issues, and strategies for addressing them, were specifically raised in discussion with ALA division executive directors and other ALA staff with significant liaison responsibilities to ALA Round Tables and ALA Standing Committees.

• Assumed commitment at time of appointment. While the change to Policy 4.5 (Requirements for Committee Service) clearly enables both face-to-face and electronic/virtual attendance at the same meeting, the work of certain groups may, in practice, require that members be physically present to participate (e.g. book/media award juries). Since “all committees are responsible to and under the direction and control of the authority that created them” [Sturgis], where the creating body believes that persons appointed to a particular committee, task force, or other similar body should commit to attend face-to-face meetings, that creating body (e.g. Division Board of Directors) may so specify in the terms of reference of the committee. The appointing officer will make appointments on the basis of those terms of reference.

o Since the ALA Council is the creating body for ALA standing committees, that would imply that a committee that believed that its work was such as to require that persons appointed to the committee commit to face-to-face participation at meetings would make their case to the ALA Committee on Organization, which would, in turn, go to Council.

o Practically speaking, creating bodies will need to act in advance of the appointment cycle.

o The range of “meeting options” is already wide – meeting face-to-face twice/year, meeting face-to-face once/year, meeting electronically/virtually only. While the dominant pattern is currently meeting face-to-face twice/year, a greater “scatter” in the pattern of practice seems likely over the next few years.

o A variety of factors will influence the “terms of reference” for a specific committee or group, such as:

 The level and significance of interaction with groups likely to be meeting at face-to-face conferences. For instance, groups with a high-level of Council interaction are likely to prefer continued face-to-face meetings and to assume that members appointed will make that commitment.

 The nature of the group work. While scholarship juries and most award juries have largely moved mainly or entirely to virtual/electronic meetings and work processes, the book/media award juries still rely heavily on intensive face-to-face meetings.

o Good practice would suggest that there needs to be clarity – in advance of each appointing cycle – about the needs of the group, including meeting pattern. A group that requires a high level of electronic participation throughout the year should be clear about that expectation, as should a group that requires twice/year face-to-face participation.

• Assumed commitment at time of volunteering. As appointing officers need clarity, so do volunteers require some assurance of a “match” between their level/type of commitment and the appointment they are accepting. If a particular appointment carries with it the assumption – on the part of appointing officer, committee chair and other committee members – that an individual appointed will participate in face-to-face twice/year, that assumption needs to be clear prior to appointment and acceptance. Similarly, expectation for a high level of electronic participation throughout the year should be clear in advance.

o This would suggest that some enhancement of the current “call for volunteers” system would be desirable. One possible approach, used by the American Society for Association Executives, is to provide a “matrix” for volunteering. For instance, in the ASAE example, volunteer opportunities are “banded” – opportunities requiring a commitment to attend face-to-face meetings twice/year and participate in a high level of activity between meetings; opportunities requiring a commitment to only one face-to-face meeting/year and moderate between-meeting activities; opportunities requiring ongoing (frequent) electronic/virtual participation over a regular term; or, opportunities requiring limited/short-term electronic/virtual participation. Boards and some committees fall into the “band” requiring the highest commitment level, most committees fall into the “moderate” commitment level, many other activities fall into the long-term or short-term virtual participation category. Other approaches may be developed.

o None of this suggests that a group (both staff and members) would not seek to make accommodation should a member who had made a good faith commitment prove unable to attend a face-to-face meeting. Both the ALA Executive Board and Division Boards of Directors have, from time to time, had an ill member attend key parts of a Board meeting by conference call. Boards and committees have made a variety of accommodations, ranging from conference calls to web-based conferencing systems to “indirect” electronic participation, to support participation. From an implementation perspective, however, managing exceptions is quite different that assuming that any Board or committee member may, at will, either participate face-to-face or virtually.

o There needs to be clarity about the financial responsibility for enabling “electronic participation” in face-to-face meetings. A draft ACRL “tip sheet” includes the following language: “Please note, ALA and ACRL are not responsible for any costs associated with virtual participants accessing a face-to-face meeting.” Indeed, TFOEMP made no assumption that the Association would pay the cost of having a virtual participant in a face-to-face meeting.

o Both members and staff supporting member groups have noted expressions of “resentment” within groups over perceived differences in level of commitment. This is particularly true in cases where the group values regular face-to-face meetings and where the group values a high level of electronic/virtual participation – and an individual member does not meet that expectation. While this falls within the “human nature” category, it also has the potential to disrupt effective group work and consume resources. Initial clarity as to expectations would also address this issue to some extent.

• Clarity around participation expectations, and enforcement and monitoring responsibility. The “resentment” among groups noted above is particularly acute when a member of the group simply fails to participate – and yet remains within the group. While in some cases, this is a bylaws issue, in most cases (committees, task forces) there is a mechanism for removing a non-performing member and making a new appointment. Removal of a non-performing member from a committee, task force, or similar group is rare. In many cases, chairs are unaware of the process. Orientation processes need to be clear about (a) the role of the committee chair and other leadership in encouraging performance, (b) the process to address persistent , unexcused non-performance, and (c) the revised and broadened scope of expected “participation,” including both participation in meetings (face-to-face and/or virtual) and in between-meetings activities.

o While the increased expectation of significant ongoing (between conferences) work by groups has the potential to greatly increase the volume and timeliness of Association work, both members and staff supporting boards and committees have noted some increased difficulty in keeping groups on track and motivated without the enforced focus of the Midwinter and/or Annual Conference meeting.

o Even where groups do extensive work virtually between conferences, intensive face-to-face sessions at conference are often used to orient and rally a group for the work ahead.

o Keeping work going in an electronic/virtual environment requires persistent cheerleading and support. This may require changes in (a) member leader orientation and (b) staff work assignments. It may also require some rethinking of the types of leadership that are recognized by the Association (see strategic questions, following).

• Clarity around both open meeting and open activities requirements. The open meeting policy remains unchanged – whether the meeting is face-to-face at conference, face-to-face between conferences, or virtual/electronic. The new open activities policy similarly addresses Board and committee work between meetings.

o All boards, committees, task forces and similar groups need a clear place/process for announcing meetings and agendas.

o Groups working in ALA Connect should be urged to mark a post or document “public” unless a clear reason, allowable within policy, exists to make it “private.” Note that because “private” is the default condition, this requires deliberate action.

o The open activities policy suggests that boards, committees, task forces and similar groups also need a clear place/process to announce (a) where/how between meetings activities are taking place and (b) how members may “access” those activities. By policy, “activities” must be open to members of the “sponsoring body,” so between-meeting activities of ALCTS groups, for instance, need only be made visible or announced to ALCTS members. This includes “activities” (as well as “meetings”) in ALA Connect.


Architecture, Convening and Expanding Participation: Some Broader Strategy Questions

ALA is in the process of “architecting” new processes and structures for participation. Our new architecture is composed of policy changes, new technology-based tools (e.g. ALA Connect), and new goals and objectives. It is also composed of new practices, new attitudes and new possibilities. We are challenged to create an architecture that increases member engagement, enhances member experience within the Association and within the broader library community, and supports achievement of the Association’s goals and mission.

• As Shirky notes in his book and numerous speeches, convening is, at one level, easy. “Convening” has long been a staple tool of associations – but is now accessible to almost anyone with a strong sense of mission and an internet connection. Our challenge then is to “convene” effectively, and to be clear about the value the Association adds to the “convening” process.

• TFOEMP focused on “participation” defined as membership on boards, committees, task forces and similar bodies. While that was entirely appropriate to their origin and charge, it is arguably a narrow definition of participation. ALA members also “participate” through advocacy – contacting legislators and community leaders, participating in legislative days, offering Congressional testimony. ALA members “participate” by creating and sharing content – through courses (both face-to-face and electronic), blogs, journal articles and books. ALA members “participate” by attending conferences and making themselves part of the “in the hallways” network – creating value for themselves and others.

While many members participate in all or most of these ways, some focus time, energy and talent in specific directions. Historically, ALA has tended to focus on those who participate through boards, committees, task forces and similar groups. Would a broader definition of “participation” create a more rewarding environment for members?

• Similarly, watching the dynamics of ALA Connect in its initial months, it already seems clear that members who are choosing to participate and lead by effectively starting – and maintaining – member groups in Connect are adding significant value to their community and to the Association. Maintaining a “community of practice” requires commitment, ongoing effort and a capacity to create, or elicit, content of interest to others. This same issue was noted by PLA, based on their experience with PLASpace.

We currently have no way to effectively recognize this form of leadership. Liz Lawley (University of Rochester), speaking at the October 2009 LITA Forum, noted her amazement at the impact of “points” – just “points,” not redeemable for anything. The practice of “leveling up” (using points) is familiar within the gaming community. Could we “level up” in ALA Connect – or beyond – using participation points?

• As we think about the work of “architecting participation” and “convening effectively,” can we make small changes that will enable us to more frequently be on Shirky’s top rung of the ladder: “collective action?”

Groups across the Association do good work. The question is can we make it easier to do good work important to the members of the group -- and to do work that supports the mission, goals and objectives of the Association. “Coordinating” in specific areas is currently accomplished primarily by the mechanism of the “special task force” and/or “invitational meeting.” Those aren’t bad mechanisms – and have often enabled significant accomplishments.

As we look at new tools – often technology-based – and begin looking at new goals and objectives for 2015, are there new approaches and tools for collective action across a complex association?

• After Clay Shirky’s presentation on social media at ASAE (August 2009), an unhappy association executive asked a question about how he should go about deciding to use social media. Shirky’s response was a pretty blunt – “that point passed – a long time ago.” Our members are “there,” wherever “there” is, already. Our challenge may be how to balance “control” where we absolutely must have control – and figure out how to capitalize on what’s happening where we do not – and cannot – have “control.” This may be an uncomfortable position – almost always for staff, often for members. How do we get there? What does this new way of working actually look and feel like? Is there an optimal balance between “letting go” and “controlling”?

• While ALA is continuing to expand its use of technology for virtual meetings and virtual participation, we are only beginning to explore the ways in which moving from physical to digital space both opens new opportunities for framing discussion and action and presents new challenges. Cisco recently assembled 19,000 sales people (in 89 countries and 24 time zones) virtually for its annual sales meeting, with the goals to “educate, share, interact, motivate and inspire….” The participants attended sessions, engaged in chat sessions and 13,000 participated in an alternate reality game (ARG). ALA’s context is different – with conferences that are revenue generators not net expense operations. Our technology resources are significantly thinner. The challenges – and member expectations – are just as great. What might it look like if ALA were to move closer to a “conference” in digital space?

• The pattern of face-to-face meetings at Midwinter and Annual Conference imposed a distinct rhythm to the work of the Association and its component groups. In the Council discussion of the TFOEMP recommendations (Midwinter 2009), one Councilor expressed some dismay at the prospect of a more continuous flow of Council work. How does shifting Association work into the “always on” world of the Web affect ALA work – for both staff and members? What new opportunities might it present?

• Initial discussions related to e-participation have tended to focus on the addition of e-participation to traditional face-to-face meetings. If we were to look at web-based conferencing systems and social networking platforms as additional tools for building an association community and acting on the mission of the ALA, how might we begin to make choices about which tool, including face-to-face meetings, was best suited to different purposes?

• We might reasonably hypothesize that, based on a broad definition of “participation” that included not only Council/board/committee members but others who regularly contribute to the collective good (e.g. through regular legislative advocacy), as much as 20% of the ALA membership has an “active” relationship with the Association. The short history of the Web has been of removing barriers to active participation, to content creation, to personal agency. Experience elsewhere suggests that it is reasonable to suggest that the percentage of “active” membership could be dramatically increased. What would ALA look like if 80% of members were “active” members? What would we have to do to get there?


DRAFT4, 4 January 2010, mg

Wednesday, January 13, 2010

Midwinter 2010 in Boston


This evening I arrived in Boston for the 2010 Midwinter Meeting. It will be a busy one with a full NMRT and Executive Board agenda. I still have some prep work to do but I think I'm ready. Plus I have support and encouragement from lots of colleagues. It's going to be a great meeting.

It will be my intention to actually blog throughout the conference. I can't promise insightful or interesting posts, but I think it would help me better process some information and improve my role as a liaison and ALA member. Wish me luck!

Sunday, April 26, 2009

ALA HQ: NMRT and Executive Board Observer

The great thing about being onsite in Chicago is the opportunity for face time with the people I know and work with at ALA. I used my post orientation time to meet with staff in HRDR on New Members Round Table (NMRT) work. This included selecting and placing orders for NMRT ribbons to be available at Annual, get an update on our fund raising efforts for the 2009 Awards Reception, and preparing for my work as President for 2009-2010. Much to my surprise I spent a lot of time working!

When I was not in an ALA staff member’s office generating a to do list to execute when I returned to Pittsburgh, I was observing the Executive Board 2009 Spring Meeting. The current Board met on Friday morning to hear a presentation by Jenny Levine on ALA Connect. The presentation got me excited about using Connect more to do just that, connect with members in the association. It has a great deal of upside particularly for committee work. I hope NMRT will use it, especially those committees currently working with googlegroups and yahoogroups. I also learned about new developments with the at your library Web site.

Saturday's agenda very full. This included a membership update, development office report, research survey results, several reports related to finances, and closed executive session (I could not observe). There's a lot going on at ALA. The meeting agenda and documents are available from the Executive Board page.

Friday, April 24, 2009

ALA Executive Board Orientation highlights

ALA

Patricia Hogan, Steven Mathews, I spent April 22 and 23 at the ALA Headquarters for our new ALA Executive Board member orientation. The three of us will be seated on the board at the end of the Annual Conference and serve a three-year term for 2009-2012. Not surprisingly, there is a lot of information we need to know as future board members. Check out the robust itinerary.

April 22
8:15 - 8:45 Welcome and Governance Office Overview
8:45 - 9:20 Budgeting Process
9:30 - 11:00 Memorial service to honor Judith Krug
11:15 - 12:00 Public Information Office / Campaign for America's Libraries
12:15 - 1:30 Open House Lunch with ALA Unit Managers
1:40 - 1:55 Member Programs and Services Overview
2:00 - 3:15 Division Update (with Division Executive Directors)
3:15 - 4:30 Offices and What They Do
4:30 - 5:00 Strategic Planning / Organizational Culture and Change

April 23
8:30 - 9:00 Board Operation and Logistics
9:00 - 9:30 Development Office
9:30 - 10:00 Information Technology & Telecommunication Services
10:00 - 10:15 Break
10:15 - 11:15 Communications and Member Relations
11:15 - 11:45 ALA-Allied Professional Association
11:45 - 1:15 Lunch with Executive Director
1:15 - 1:45 Publications
1:45 - 2:15 Conference Planning
2:15 - 2:45 Washington Office
2:45 - 3:00 Division Update
3:00 - 3:45 Building Tour

I loved every minute of it. It was definitely more information than I could handle, but I took good notes, met so many wonderful people, and am thankful for the nomination to run and my Council colleagues electing me to this position. It will be a lot of work, and at times hard work, but worth it. It is also a reminder that our Association is all about the people.

Thursday, January 29, 2009

Amazing Midwinter Meeting

Also known as a long week in Denver.

I observed the ALA Executive Board meeting on Friday morning. As a candidate for the EB, I wanted to get a sense of what was currently going on. It gave me a bit more to stress about until the Candidate Forum on Monday morning.

Friday evening was the NMRT Meet & Greet (photo right). It was nice to see familiar faces and meet new people.

Although I was the NMRT Councilor from 2005-2008, my Vice-President hat kept me much busier. Lots of business cards to collect of librarians and library students I hope get involved in the round table. Also meetings to attend, like the Round Table Coordinating Assembly. I worked a lot, learned a lot, and met so many new people.

Remainder of the conference included the Resolutions Committee, Task Force on Electronic Member Participation, and ALA Council (as a Councilor-At-Large). By Wednesday afternoon I was exhausted and ready to go home, but very happy.

I was elected by Council to serve as a member of the ALA Executive Board!

Wednesday, January 21, 2009

A full schedule

aka my ALA Midwinter Meeting schedule. We'll see how the best laid plans really work out.

FRIDAY

8A – 12P: ALA Exec Board Mtg (observe)

10:30A – 12P: Round Table Coordinating Assembly

12P – 2P: lunch with colleague

7:30P – 8:30P: NMRT Meet & Greet

SATURDAY

8A – 10A: NMRT Meet & Greet

8A – 10A Data Dashboard

10A – 12P: Exhibits & Lunch (we'll see about this)

12:15P – 1:15P: Task Force on Electronic Member Participation

1:30P-3:30P: Resolutions Committee

1:30P-3:30P: NMRT All Committee

4P – 6P: JCLC Fundraising Reception

5:30P – 7:30P: NMRT Midwinter Social, Crocs Restaurant

9P – 10P: Council Reception

10P – 2A: Facebook Librarians Social, The Corner Office - 1401 Curtis Street

SUNDAY

8:30A – 10:30A: iFactory Focus Group

9A – 10A: Council/Executive Board/Membership Information Session

10A – 10:30A: ALA-APA Information Session

10:45A – 12:15P: Council I

3P – 4P: Greeter, Resume Review Service

4P – 5:30: Task Force on Electronic Member Participation

5:30P – 7P: President's Reception

Dinner with Laurel Bliss

MONDAY
(note double booked all morning)

8A – 10A: NMRT Executive Board Meeting

8A – 12P: ACRL Scholarships meeting

10:15A – 11:15A: ALA/APA Council

11:30A – 12:30P: ALA Executive Board Candidates Forum

Dinner with Kate Corby

8P – 9:30P: Council Forum

TUESDAY

9:15A – 12:45P: Council II

2P – 3P: Resolutions Table, ALA Office

4:30P – 6P: Council Forum

Dinner with Matt

WEDNESDAY

8A – 12:30P: Council III