Today we have a guest post from Tom Drews. Tom is the CEO and Founder of What Works! Communications, a company that helps people to design and deliver effective virtual presentations. He is considered to be a leader in the field, and his clients include Google, Symantec, CLIF Bar, McKesson and Citrix Online. You can learn more about his programs at www.whatworks.biz.

Presenting and selling in the virtual environment is the wave of the future! It can be an incredibly effective means of communicating both your message and your value. That said, it will mean next to nothing if you can't effectively engage them. And that is the number one challenge we face when presenting online. What follows are ten best practices for engaging your prospect when using GoToMeeting, or any comparable platform.

Know Your Platform Well

In my early days, I inadvertently kicked 150 people out of a meeting, crashed my computer, and kept an audience waiting for eight minutes while I figured out how to push the start button. Learn from my mistakes and know your platform inside and out! Practice makes perfect. Make dry runs and call support when necessary, and be sure to look for an easy-to-use solution.

Present Value Throughout

The biggest mistake I see sales people make is not presenting value. You may have the greatest product or service in the world, but it will mean next to nothing if you can't effectively communicate your value based on your prospect's most important needs. The very small percentage of virtual sales presentations that hold prospects' attention are those that deliver genuine value based on the audience's most important needs. Connect with your prospect in advance to learn more about their situation, the problems they face, the impact those problems are having on their business, and their needs.

Grab Your Audience's Attention

Most people begin their presentations with an agenda, or by talking about themselves. This is painfully boring. We have to grab the prospect's attention right from the start, or else we may lose them forever. Start with a provocative question, a personal story, a quote, or an interesting fact. My favorite way to start is by presenting the number one challenge that my prospect faces, and then showing how solved the same problem for another customer. Be sure to add engaging visuals, photos or graphics to help support your point.

Keep Your Slides Simple

At least 95% of the presentations I see are crammed with text. Here's the problem with this: We are naturally designed to read what's in front of us, and while you're reading what's on the screen, you're not paying attention to what I have to say. I suggest breaking complex slides into several different slides, and adding visuals to support each point. You can also use a build, where you bring in points one by one. That way the audience isn't reading ahead. And if you absolutely have to keep your slides busy, then at the very least use the annotation tools to help draw attention to what you want your prospect to focus on.

Add Some Hollywood

Instead of designing a dull PowerPoint® presentation, imagine yourself as the writer, director, producer and actor of your own Hollywood production. An Academy Award-winning film consists of thousands of images strung together to tell a story. Apply this approach to your virtual presentations. How can you add photos and other visuals to help you tell your story and illustrate your points? For an example of how to present Hollywood, feel free to view our recorded webinar at www.whatworks.biz under the "event" tab. For stock photos, www.istockphoto.com is my favorite resource.

Make the Most of Your Voice

When presenting online, we don't have the luxury of connecting with eye communication, our bodies, and movement. All we really have to work with are our visuals and our voice. So we have to make the most of it. There are many elements of voice, including volume, tone, inflection, pace and articulation. Record your Web presentations, and then play it back for yourself or others so you can collect feedback and make an honest assessment of your voice. I don't recommend using a cell phone, but I do suggest using a headset connected to a landline.

Eliminate Distractions

I have polled literally thousands of people to learn what they find most annoying when sitting in on virtual presentations, and distractions rise to the top of the list. If someone in the audience is making unnecessary noises, such as coughing, heavy breathing or burping, don't hesitate to mute them. Be conscious of your own background noise, as well. I've sat in on webinars and heard people doing dishes, dogs barking and people snoring. You want your prospect to focus on you, your message, and the value that you have to offer, and that is it.

Use Annotation Tools

Most Web conferencing platforms, such as GoToMeeting, provide annotation tools, which include pens, arrows, boxes, circles, laser pointers and more. The highlighter is one of the most useful tools. It is essentially a pen that allows you to highlight text and other images. Using annotation tools throughout your presentation will help to keep your attendees engaged and focused on your most relevant content.

Interact Often

When presenting virtually, we can't see our prospect, and they "know" that we can't see them. So they're free to do whatever they wish. Social Media and Email are some of the most common distractions nowadays. In order to keep our prospect from wandering, it is absolutely essential that we interact often. Most Web conferencing platforms provide interactive tools such as Polling, chat rooms and white boards, which are ideal for keeping larger audiences engaged. Interact with smaller audiences by asking questions and fielding questions throughout. My No. 1 strategy for interacting and engaging with smaller groups is to address people by their first names, and ask individuals if you're on track and covering their most important needs.

Stand and Deliver

Wearing a cordless headset connected to a landline will allow you to have your hands free, as well as your body. If you use a remote clicker, as you would when presenting in person, you can move about the room while advancing your slides. If frees up your energy so you can be your most enthusiastic self. I've witnessed some of the most successful sales people walking around and gesturing enthusiastically while delivering virtual sales presentations.

In conclusion, presenting in the virtual environment can be an incredibly effective way of communicating your message and your value to your audience. Focus on your value, add some "Hollywood," and keep them entertained. By doing so, you'll be sure to more effectively engage your audience and leave them with a message they won't forget! Of course, you will also shorten your sales cycle, beat the competition, and close more business.

Photo Credit: ShashiBellamkhonda

Okay, so I have returned from my workshifting train trip from NYC to Miami, and yes I am fully aware of how crazy that sounds.  I traveled on Amtrak for the duration of the trip using something that's called a USA Rail Pass.  Basically, you receive 8 segments in 15 days for just under 400 dollars, which considering how late I booked it, is a pretty good deal.  It was a total over over 60 travel hours.

Look, its no surprise that taking a train that distance will not be as time efficient as air travel.  However, I decided to take a train to mix things up a bit and investigate whether workshifting was indeed possible all the way up and down the East Coast.  

Now, for the question of whether I remained productive.  You know how when you get on a plane, you can just crank out work because there are no distractions?  Yeah, it was like that, except for 60 hours instead of six.  It was beautiful.

From a workshifters perspective, Amtrak trains are pretty solid.  They boast big, comfy chairs, probably the equivalent of First Class on most airlines.  They also have working outlets for each passenger so you can stay charged up at all times.  And of course, you can't beat the scenery.  No, the normal trains do not have WiFi, only some commuter trains do.  But I use Verizon Wireless broadband anyway which is built into my netbook.  I was very impressed with Verizon's service.  I had access to WiFi for the entire trip.  There were plenty of spots where I had no cell phone coverage on my T-Mobile Android device but was able to keep working on my netbook.

All in all, the trip was fantastic.  I was able to remain just as productive if not more so, while soaking up beautiful scenery, meeting some very interesting people and visiting some cool spots in the US.  I love experimenting and pushing the boundaries with workshifting because I believe we have reached a point (at least in most of the developed world) where work is truly what you do and not where you sit.  The ability to workshift is not just about productivity and connectedness, its about freeing yourself to take an adventure and bring your work along with you.  And that's exactly what I continue planning to do. :)

One of the things we have been wrestling with is building a sound disaster recovery plan for our business. If you have never done it, disaster recovery quickly turns into one of those never ending rabbit holes that take a lot of planning to get it right. But all of this time I never really translated disaster recovery into my personal life.

Until...

I lost the hard drive on our main iMac in our home. All of our digital pictures, our entire iTunes library, lots of documents, you get the picture. I have talked about some technology sins that I have committed in the past but not having a good backup of this system had to be my worst. I know better, I know how to build a good backup and recovery plan for a business, have done it several times in the past. But I sure didn't have a good one for home and I will bet that I am not alone.

After rebuilding our iMac, and being really lucky to come across a tool called Disk Warrior that saved my hide, I got to thinking about the close call and wondered why I couldn't apply some of the things that I have learned in business to my workshifting world.

Like I mentioned above, disaster recovery can be as big and as complex as you want to make it, but here are a few key areas to start your own workshifting disaster recovery plan:

1. Get a good idea of where all of your important data resides. For us the killer apps on this machine were our iTunes and iPhoto libraries. For you it might be some important work documents. Find them and document where they are being stored.
   
   
2. Identify your must have applications. These are the ones that you can't do without on a day-to-day basis. Document these must haves and then think about prioritizing them. In the event of a disaster you likely can't bring them all back at once. By having them prioritized it will give you a good concrete list to work from.
   
   
3. Now that you know where your data lives get it off of your machine and preferably out of your home. There are several, cloud based, tools to help you do this. Take a look at Mozy and DropBox to get you started. To survive a real disaster (fire, flood) it does no good to have your backup disks sitting in the drawer under your machine.
   
   
4. Take your key list of applications and start thinking how you can make them more resilient. This one can be a tuffy, but if you are a small business it could be that your Quickbooks invoices are your lifeblood. What should you try to get back first? Hopefully you will already have that answered.
   

These are a few key areas to think about but there are certainly many other areas that may be important for you, depending on the nature of your work, data, and needs.

How about you? Had any personal disaster stories that you want to share?

Photo Credit: Will Scullin

Where do workshifters come from?  Obviously, they're dropped off by a stork. But, are they born workshifters or do they have to become workshifters?

Most workshifters were at one time or another sedentary office workers, before they took the leap to working independently.  Recently, I was preparing to make the shift from occasional workshifter to permanent workshifter.  It occurred to me when making the transition, that despite the fact that I had been working outside the office for several days at a time, the move to permanent workshifting required a lot of preparation.

And so, to help others who are just about to take the plunge, here are some tips for how to effectively prepare yourself.

Tip 1: Start preparing early.  If you stop reading here, that's fine, as long as you take this piece of advice.  It will shock you just how much prep work you have to do to transition to workshifting, especially if you hadn't been conscious of the fact that you might eventually need to.  Because you'll likely be doing this prep work at the same time as your day job, you'll need time to get it done, so start early.

Physical Documents

Tip 2: Develop digital habits. Physical documents are just a given when you work in an office, but as a workshifter, they're a pain in the neck.  No one wants to carry around manilla folders, take the risk of spilling coffee over them, having them get crumpled in your bag, or risk bringing the wrong folder to a meeting.  Instead, workshifters need to go digital, and so that means that while you're still an office worker, you should start developing digital habits: take notes with software, keep a digital calendar, scan documents, opt for electronic versions whenever possible, etc.

Tip 3: Take stock of all your hard copy files. So, all those manilla folders that you've stowed in your filing cabinets over the years, it's time to go through them and decide why you're really keeping them.  Chances are, you will find documents that you recall why you wanted to keep them in the first place.  Trash as much as you can at this point.  It's about streamlining.

Tip 4: Scan everything you need to keep. Now that you've gotten rid of the excess, get access to a scanner and scan all the documents you've decided are important.  Once you've digitized (and backed them up), you will go ahead and shred these paper documents.  They will no longer weigh you down.

Tip 5: Store everything else with colleagues. If you're leaving the office worker role, but remaining with the same company, there may be files that you don't quite need, but that you think others might, or that it would be a good idea if someone had them.  Lean on your colleagues, or your successor to take this stuff from you.  Make sure to explain what it is, and why they might need it, otherwise it will land at the bottom of a filing cabinet, never to be seen again.

Tip 6: Digitize notebooks. As much as I like to think of myself as a digital native, I still take notes in notebooks, on notepads, and on post-its.  When I went back through these notes, I found that most of the stuff was no longer useful, but was surprised to see that some notes I had taken over a year ago could still be useful today.  So, I went through my notebooks and recycled or shredded that which was unnecessary, but added all my notes that were still relevant to a text file, that I could keep at my disposal.

Tip 7: Keep your notes as simple as possible.  In the previous tip, I said put the notes in a text file.  Over the years, colleagues have laughed at me for my staunch devotion to Notepad, the hyper-basic pre-installed Windows text editor (actually I've upgraded to Notepad++, but still find myself opening Notepad out of habit).  While they laugh, I continue to use text editors for many reasons.  They are lightweight, and so I can have a ton of windows open at once and not experience any additional drag on my hardware (and for those who've worked with corporate PC's, you know this can be crucial).  They're also universally readable.  I don't need to worry about the compatibility of my text file if I move it from my office desktop, to my Macbook or to my Linux laptop.  In a pinch, I can even read my text file from a command prompt.  This flexibility will come in handy as a workshifter.

E-mail

Now that you've cleared your physical world of clutter, it's time to do the same for your electronic world, and where better to start than with every knowledge worker's biggest time suck: e-mail. Note that this is really only going to be important if, like me, you're transitioning from a local e-mail client (a la MS Outlook or Lotus Notes) on a company machine to a web-based client, or using an exchange server.  If your email has always been cloud-based, then things should be business as usual for you.

Tip 8: Pick a system and stick to it. There are as many e-mail organization systems as there are people.  I have a colleague who is the neatest most organized person I have ever met.  The consequence of this is that you need a blueprint in order to figure out the folder structure of his Outlook mailbox.  Tracking down an archived e-mail is like navigating a labyrinth.  I am a Gmail fanboy, and my e-mail classification of using only 3 folders spills over from that experience.  This can sometimes be slightly problematic because Outlook's search functionality is not as great as Gmail's, but overall, I still find I have an easier time searching for an e-mail than I do retrieving it from a labyrinth of folders.  In the end, though, which system you use, doesn't matter, as long as it's consistent.

Tip 9: E-mails that you think will be important, save on your company Exchange server. Remember that when you archive e-mails, by definition they're coming off your company's server and being saved elsewhere (by default, that's on your PC).  If you're leaving behind your old machine when you turn workshifter, saving those important e-mails to its hard drive won't be helpful, so instead, make sure important e-mails stay on the server, so that they can be accessed from webmail, your Blackberry, or other e-mail client.

Tip 10: Locally archive things that you probably won't ever need. Like with physical documents, there are many e-mails you will likely never need.  If you are sure you'll never need them, delete them.  If you doubt that you'll ever need them, but aren't sure, archive them.  After all, most companies give you limited space to save e-mail on the server and require you to archive.

Tip 11: Create a copy of your archive. Now, if you're leaving your old computer behind, archiving files that you think you might possibly need some day isn't going to do you any good, so go ahead and create a copy of your archive.  In fact, create multiple copies, because data can easily be lost on something as fragile as a CD/DVD or a web server.

Tip 12: Get used to using webmail services.  I actually spent my last month as an office worker accessing e-mail through webmail.  Partially by necessity (I'll get to that later), but also because it was a good habit to create for when i would be accessing e-mail this way all the time.

Electronic Files

Tip 13: Organize your files. Are you starting to see a theme here?  When making the switch from office worker to workshifter, organizing yourself is a great way to make sure nothing gets missed.  In terms of organizing your files, there are actually software programs that will do this for you (Belvedere for PC, Hazel for Mac).  Or, you can do what I did and take this opportunity to go through your hard drive and see just what all the files that you've saved since you started working for your current employer are.  You can then triage, organize, and delete to your heart's cotent.

Tip 14: Store everything in a specific folder.  For ease of back-up, and to make the next step painless, it's a good idea to save all the files that you will want to keep to the same folder.  That folder can have as many subfolders as you'd like, but it's important that everything be in one place.

Tip 15: Sync that folder to the cloud using Dropbox. As a workshifter, there are tons of applications out there that will promise to make your life easier.  For me, Dropbox wins the crown of favourite workshifting app.  Its potential uses are nearly limitless, but in this case, you'll be doing something very simple.  You'll install Dropbox (Dropbox referral link) on your machine that you're about to abandon (if you follow the above link, you'll get an additional 250 megs on top of the basic 2 gigs - I will also get an additional 250 megs - win win!).  Once that's done, you will take your folder that you've organized all of your files in and move it into your Dropbox folder.  Now, you can do two things with this folder.  First, you can install Dropbox on the machine you will be using from here on out so that you have access to those files indefinitely.  Second, you can share this folder with another user, so that if you want to leave your boss all your old files so he's not lost without you in the office, he'll have access to them too!

Tip 16: Backup to an external hard drive.  Honestly, this tip is mainly for those who work with large files that may be too large for Dropbox's free basic 2 gig limit.  In my case, the vast majority of my files were excel reports, databases, power point presentations and word documents.  Nothing too heavy.  But if you do video editing, or heavy design work, you may want to invest in an external hard drive to bring your old files with you.

Software & Hardware

Tip 17: Make a list of what kinds of files you use. As mentioned above, in my case, the majority of my files were spreadsheets, databases, power point presentations, word documents (and of course text files).  By doing this exercise, I know exactly what medium I spend my time working in.  That's important for the next tip.

Tip 18: Determine what the ideal tools for you would be. Here's where you get to have some fun and create your wishlist of tools you want.  Based on the file types you saw that you used, what tools would you ideally like to have?  Word?  Excel?  MS Project?  Photoshop?  Adobe Premiere?  Write this list down.

Tip 19:  Determine what on that list will be provided for you.  If you're workshifting, but are still an employee of a company, you may still get all the tools and comforts you're used to having at the office on the road, and it's just a matter of asking.  So, see what you can get your workshifting laptop set up with from your IT department.

Tip 20: Find open source alternatives.  If you're not workshifting on the company dime, or you prefer to use your own tools, shelling out for things like corporate editions of MS Office and Photoshop may be cost prohibitive, so find alternatives.  For starters, open source software is awesome.  I have been running Open Office on my home PC for years, and NeoOffice on my MacBook Pro with great success.  To find other open source alternatives for traditioinal software, check out osalt.com.  

Tip 21: Find cloud-based alternatives. Cloud-based software has come a long way in the past year or two, and many cloud-based apps are more than enough for most people.   Cloud-based alternatives can even be more convenient than traditional software because for a workshifter, it allows you to work from any machine with internet access.  Good starting points for cloud-based software are Google Docs, Zoho Docs, and the 37Signals suite of collaboration applications. There are tons more with price tags varying from free to pricey. Explore them all.

Tip 22: Determine your hardware needs.  I firmly believe that it is only once you've decided what software you need that you should decide on what hardware to purchase.  If every piece of software you need is Windows-based, buying a Mac is nonsensical, even if you can dual boot Windows on it.  (Although, it should be said that since having made the switch to Mac, the only file I have had issues with is MS Visio .vsd files, so perhaps I'm overstating the importance of picking the right hardware.)

Now, install your software, access your dropbox and your webmail, and it's like you never left the office!  The transition from office desktop to mobile workstation is complete.  If you've gone with cloud-based apps and webmail, your freedom is virtually unlimited.

Habits to Keep

Tip 23: Take digital notes. I'm horrible at following my own advice on taking notes one way.  In addition to text files, I use Evernote, moleskines, sticky notes and voice memos on my phone.  Don't be me.

Tip 24: Keep all your files in the cloud.  Whether you use Dropbox to keep all your files in the cloud, or Google Docs so that they're just cloud-based documents to begin with, keeping this habit means that you could drop your laptop in a river, and never miss a beat.

Tip 25: Save things in standard file formats. This is especially important if you start using some of the open source software I mentioned earlier.  Open source software generally allows you to save files in about 1,000 different formats.  Always pick the format that most closely resembles the standard file format for industries.  So, while I use Open Office and Neo Office, both of which have a .odf standard file extension, I save everything in MS Office XP format.  That way, I know just about anyone can open my file.

Bonus

Not so much a tip, but an anecdote that illustrates a bonus that comes with this kind of preparedness. I started preparing to transition to full-time workshifter about one month before my planned transition.  About two weeks before the move, my company laptop (an IBM Thinkpad T43 - a tank of a machine) died.  Had this happened to me two weeks earlier, I would have lost about two years worth of work that had been saved on my local hard drive, and that I had not been very diligent about backing up to company servers.  Because of my preparation to move to full-time workshifter, I lost nothing. All my most important files were already in my Dropbox, and ready and waiting for me when I booted up my MacBook Pro.

Being a workshifter is all about planning for eventualities, so planning to become one, has the fortunate byproduct of just plain making you better prepared.

What do you think?


Photo Credit: Matthileo

With Google Voice turning one year old and becoming available to U.S. residents, it's time to highlight the benefits to workshifters.

1. Choose a Local Number or use your existing mobile number
At my company I have the ability to forward my office phone to another number. However, the call can't be forwarded unless the number I'm forwarding to is in the same area code as my office. Nowadays, people aren't choosing to have home phones, they're using their mobile phone as their main contact number. And...why change your cell phone number if you relocate to that area code since almost all calling plans are national and don't charge long distance fees. With Google Voice, you can pick a phone number in any desired area code or zip code and set that as the forwarding number, which will automatically ring any and all phones you choose.

2. Transcribed voicemail
When you're in the plane, you can't make and receive calls over airplane wifi, but you do get internet access. If you miss a call and the caller leaves a voicemail it will be transcribed and sent to you as an e-mail, SMS, or both.

3. Visual voicemail
Having visual voicemail is such a time saver. I can see who called, when, see the message as a transcription, archive it, and not have to dial in and listen to a string of messages. Get in, get the info, and get out!

4. Personalized voicemail greetings
This is one of the BEST options; personalized voicemail. All you gmail contacts and groups are accessible through Google Voice. You have options to create personalized voicemails for groups (family, work, friends) or for individuals. Changing the voicemail message is quick, easy, and instant; taking less than a minute. It's especially useful if your work calls are forwarding to your Google Voice number because you can record the same greeting you have on your office phone and the caller/client won't know the difference.

How do you use Google Voice?

Photo credit: Google
 

If you go back and look at how Google started as a company, it's really amazing to see how much they have grown. Starting out with search, they have grown into many areas including collaboration, mobile, and productivity. While at times I wish that Google would focus, it's hard to argue against their strategy as they are leaders in the search market and challengers in many other areas.

So when they announced Google Wave there was a ton of hype because everyone was waiting for that next killer application from Google. Let's face it, these are the guys who did Google Search, Gmail, Adwords. All game changers in their categories, so expectations were pretty high.

But something happened along the way.. No one really knew what to do with it.

I am like a lot of people when I say that I honestly haven't used Wave a whole lot. When Google first announced it I rushed out and got an invitation, started a few Wave's with some buddies, but the interest quickly faded. That doesn't mean that Wave couldn't be a great tool for workshifting and after I revisited it some benefits bubbled up to the surface:

•    For team collaboration it quickly beats trading information back and forth via email. We have all been on those long email strings, soon you lose track of what came first, that important attachment that everyone else is referencing has been misplaced in your inbox. With Wave all of this information is contained within the Wave for everyone to see. One version of the truth.

•    Get new teammates up to speed quickly. As you add new people to your team you can quickly get them up to speed by using the playback feature found in every wave. The playback starts over at the beginning of the wave and you can quickly see the content and people who where added to wave as they happened.

•    Wave brings conversation into your project. How many times have you been working remotely on a project, needed some additional information from a team member, and you then had to use other tools to start these offline conversations. With Wave, all of these conversations can happen within the project where they are then stored for the whole team to see.

I decided to take another run at really using Wave to see if it fits into my workshifting toolbox and I need your help. A few weeks back I posted five reasons why your boss won't let you workshift and now I want to come up with a post that focuses on the reasons why you can.

I have started a wave so that we can collaborate on the responses. This will help me out by getting some feedback on my post and it will allow us to kick the tires on Google Wave to see the good and the bad. I will put out a follow up post on how Wave worked and if it meets the mark for workshifting use.

If you are interested in joining, make sure you have a Google Wave account, and shoot me an email at wave@itkgroup.com and I will email you the invite. Hopefully we will get a new post put together and we will see if Google Wave is a workshifting treasure or tease.

Have you found any workshifting benefits of Google Wave?


Photo Credit: Rafa Garces

Just recently, I found myself lying in bed at 1:30 am with my iPhone in hand answering emails and responding to people who I missed on twitter and Facebook that day. After switching off the device I realized that I was then spending another hour laying there thinking about the next day and how I might be able to work on the issues, problems or ideas presented in the emails. This sounds somewhat absurd doesn't it? I mean it wasn't more than a few years ago that you shut down the computer and that was the end of your day. Now we have mobile devices following us around and I know that I am not the only one perpetuating this issue!

I suppose you think that the rest of the article is going to be tips on how to find balance. Well, maybe a bit of it will be but I would really love to poll the readers of the workshifting blog on how you find balance! As remote workers and workshifters it feels second nature to pick up your phone during dinner to check your email. It feels natural to want to check the status on a project when you're really supposed to be focused on your kids school play. So what gives? Do we need to start setting up rules for ourselves? Here are two things that I am trying to reclaim a bit of sanity and hopefully make me more efficient with the time I am spending working.

1. Morning and Evening Email Redux - I remember hearing advice years ago saying that the worst thing you can do to yourself is watch the news first thing in the morning and just before you turn in at night. After all there is rarely anything good or uplifting on the news so why inundate yourself with that energy to start and end your day. I am going to apply this advise to email and social networks for now on. My advise would be to spend 15 minutes in silence each morning. Maybe visualize your day and set your wheels on the right track to move forward. Maybe it is talking a brisk walk before the morning shower. Either way I recommend clearing the mind every morning to get aligned. For those evening email and social media stints I recommend a good book. Read something enjoyable that settles the mind and leaves you with positive feelings. If you find yourself grumbling about the world forces around you each day, change the forces!

2. Reclaim the Weekend - Ok, so not all of us can afford to ignore our work life all weekend and maybe some of us are even scheduled to be actively working on the weekends. For those of you in that situation this should be called Reclaim a Day. I love my job and I love what I do. That being said it's important to disconnect and recharge for a day a week. I find this helps me immensely. Every Sunday i turn off the computers and leave the mobile devices to play sweet tunes in my ears rather than being a email machine or work device. I can't give you specific to do's here as we are all different but after chatting with a friend recently about this topic I told him to rekindle a passion. We grew up together golfing and fishing on the weekends as kids. Why not revisit some of those things? There is always time for yard work and chores. Go rekindle a passion.

These are two of the things I am doing to keep me fresh and creative. I would love to hear your thoughts. Are you able to put away the technology for a bit or are you checking your email at 1:30 am each night? What rules or habits have you created to help you stay fresh?


Photo Credit: Jorge Quinteros

As a sales engineer at Citrix I spend a good deal of my time working with customers as they investigate our desktop virtualization technologies.This means I rarely work from the same location for more than a day or two at a time. I definitely consider my home office my primary workplace, but I could just as easily be at our local corporate office, a customer's office, one of our partners' offices, or camped out at the nearest Panera or Starbucks in between meetings. It's pretty obvious I'm a workshifter and I love the lifestyle, but even better is that I get to work with some of the best technologies for enabling workshifting.

I'm regularly brought into meetings to discuss topics like device mobility, desktops and applications that roam with the user and secure remote access solutions. Most of the time my customers are trying to target a specific problem area like disaster recovery, supporting their branch office desktops ordealing with the increase inlaptop usage across the enterprise, but lately I've heard more and more questions about supporting mobile devices like smartphones or tablets. It probably doesn't hurt that I'm a heavy user of my iPadin meetings, but when you're dealing with hospitals, media companies, law firms, or accounting firms - to name just a few - it's no surprise to hear these types of devices are already showing up in their user communities. What's great is that I can show them how I leverage my iPad in conjunction with our internal implementation of desktop virtualization to work from anywhere. It's just as easy for them to implement a similar solution for their users.

They may not realize it, but the organizations that implement desktop virtualization are paving the way for workshifting to become a more widespread and accepted practice. They may be looking to solve a specific business problem, but in the process they're changing the very nature of how their users interact with and consume their desktops and applications for the better. Don't get me wrong, I'm in no way implying that desktop virtualization begets workshifting, but I honestly believe that as desktop virtualization usage expands within the enterprise, the rate of workshifting will also increase.

If you work for an organization that's implemented desktop virtualization, do you use it on a regular basis? Do you have secure remote access to your desktop or is it only used internally? I'd love to hear if you've been able to use it to workshift and how your experience went. I think the two are a perfect fit, but I want your feedback.


Photo Credit: Aranath

This afternoon's post is from Tracey Webb, a 25-year business veteran with a depth of experience in high-tech, health care, software, and financial services segments.   Having worked for global enterprises like Xerox, IBM, as well as some of the largest international learning and development organizations, Tracey has a long track record of producing success for her clients.  Currently, she serves as the Director of Consulting Services for Cox eLearning Consultants

I can remember the first formal training session that I attended at Xerox over 20 years ago.  Xerox was and still is a big proponent of training its people.  There was a huge complex in Leesburg, Virginia which rested like a monolith hidden in the woods, which included a veritable army of people in Xerox's training division.  The firm poured untold resources into sending its people to the training mecca for an in-person deep dive into various forms of skill and knowledge transfer.

The trek to Leesburg began from all over the country.  There were personnel involved in scheduling at the local branch level and at the training center in Leesburg.  Room assignments, airplane tickets, ground transportation, and of course the famous cafeteria!  The gravy budget alone must have been in the thousands of dollars.  It was northern Virginia and they put gravy on everything!  The cafeteria was huge, the selection large and varied.  The logistics and the budget to train the employees was a very large endeavor to manage and to fund.

Now it would be hard to imagine an organization flying all of its huge salesforce to one central location to train twice per year.  Training has evolved to the point where employees would probably balk at a learning and development solution that only centered on classroom training.  Today, employees expect to be fully engaged by at least a blend of modern technology and some version of classroom training.  

The technology employed had best reflect the tone, look, and feel of modern social networks with a beguiling user interface.  The days of participants sitting enthralled in classrooms by the dynamic instructor are over.  In fact, they probably never happened.  This is not to say that there aren't some fabulous instructors and facilitators out there, but the expectation of adult learners has changed.  Also, research has shown that repetitive learning in targeted doses after a training event reinforces and accelerates learning.

So what do adult learners in a more tech savvy environment expect now from training?  Well, given the scrutiny over budgets, bailouts, and layoffs, any firm that spends the kinds of funds in both human capital and actual training dollars that most of the major corporations did 20 years ago would be considered a pariah, even by its own employees.  Especially if those costs were associated with travel, given the myriad of distributed learning technologies available today.

Additionally, today's training populations expects to be given material to digest in "bytes."  This requirement is all about time and performance pressure:  the need is to be able to translate the skills and/or knowledge into useful information almost immediately.  Even the reinforcement must be easily digestible and applicable instantaneously.

So how do we develop the collective brain of the organization in a manner that has a reasonable return on investment in terms of time expended, dollars expended, and knowledge applied that results in concrete improvements?  We create a blended learning platform that includes classroom training only where necessary and cost-efficient (all of the targeted employees in one location with corporate real estate readily available for training sites).  

The e-learning portion of the platform must be carefully constructed and integrated with the brick and mortar learning methods.  The electronic methodologies must be easy to use without excessive links that must be clicked on and activated.  The user interface must have that sleek and modern appeal so common to the social media market now.  

Many of the modern electronic platforms have interfaces that replicate live human interaction in an on-line environment.  While one of the benefits of e-learning is the mobility of self-pace lessons and learning individually, there is also the crucial element of group on-line learning which provides a virtual classroom and encourages collaboration and additive learning between all students in the on-line session simultaneously.  

Technology now allows for student polls, chats, and hand-raising to facilitate discussion.  Instructional designers need to carefully consider how this technology can be leveraged in the integrated learning engagement to accelerate adoption of new skills and behaviors that produce business results.

The organizational training landscape has morphed tremendously in the last few decades, but even more so in the last five years with the advent and adoption of social media.  Participants don't quite expect to be entertained, but they certainly expect to be engaged.  They also expect that their organizations will optimize resource allocation, given the concerns about financial stability.  Integrated and blended e-learning solutions can help ensure that the organizational training metamorphosis continues on a positive trajectory that engages the learners and produces targeted results.

How has technology changed the way you learn in the past couple of years?


Photo Credit: Sir Watkyn

As much as I love supporting local coffee shops, sometimes when I travel, particularly in Europe, I frequent Starbucks.  Why?  For workshifting purposes.  I ain't on a vacation, baby, I have a business to run.  They always have a multitude of outlets, plenty of open space, don't mind you camping out for a day.  And, of course, the seminal ingredient for any workshifters needs - WIFI (not free, though).  

But now, they have done something that will make workshifters the world over rejoice!



What do you think?