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workflow: getting things done in a web 2.0 world Jason Neiffer Curriculum Director, Montana Digital Academy 3 March 2011 NCCE 2011, Portland, Oregon

Workflow: Making the Tools Work for You (NCCE 2011)

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These are accompanying slides for Jason Neiffer's presentation "Workflow: Making the Tools Work for You" at NCCE 2011 in Portland, Oregon.

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Page 1: Workflow: Making the Tools Work for You (NCCE 2011)

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J a s o n N e i f f e r C u r r i c u l u m D i r e c t o r , M o n t a n a D i g i t a l A c a d e m y

3 M a r c h 2 0 1 1 N C C E 2 0 1 1 , P o r t l a n d , O r e g o n

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About me…

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I am not a guru…

http://www.flickr.com/photos/avlxyz/3449574196/sizes/m/

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• The Problem • The Complications • The Solution

Agenda

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T h e P r o b l e m …

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The problem…

http://www.flickr.com/photos/kogakure/153741685/sizes/z/in/photostream/

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•  “The average ‘knowledge worker’ -- basically, anyone who works on a computer – gets about 93 e-mails a day…”

•  “Because people can be connected 24/7, many of them are.”

Whoa!

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“In this breakthrough book, Richard Saul Wurman explains why the information explosion has backfired leaving us stranded between mere facts and real understanding…”

Not new…

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1989!

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T h e C o m p l i c a t i o n …

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http://michaelhanley.ie/elearningcurve/wp-content/uploads/2009/07/authoring_tools3.jpg

http://michaelhanley.ie/elearningcurve/wp-content/uploads/2009/07/authoring_tools3.jpg

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“But, if we moved to a Web-based collaboration tool, it'd mean that I and my colleagues would have to keep track of changes on that tool…”

-- Mitch Wagner, Information Week

The core problem…

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The lesson?

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T h e S o l u t i o n …

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Workflow

http://en.wikipedia.org/wiki/Workflow http://www.ensemble.cms.vt.edu/user-manual/glossary/index.html

“A defined set of development stages applied to a content item…”

“A workflow consists of a sequence of connected steps…”

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Create a regular set of steps to process information, content and knowledge…

Goal

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1.  Start with one process: develop more over time

2.  Less is more: don’t use four tools when two will accomplish the same task

3.  Review and evaluate: regularly review and evaluate, then eliminate, enhance or modify

4.  Adopt new tools carefully: don’t assume that you need to use EVERYTHING that is cool, nifty or otherwise handy

5.  Don’t follow these rules: ignore the rules if you stumble on something that works better for you!

The rules

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You already have a basic set of tools that have adopted and like…

Assumption

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M y B a s i c To o l s e t

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Capture tool: RSS Reader

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Tool organization: XMarks

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Capture tool: Dropbox

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Capture tool: Evernote

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Archiving/Sharing Tool: Delicious Social Bookmarking

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Sharing: RSS in WordPress/Moodle

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Sharing tool: Shareaholic

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Capture/reading tool: Instapaper

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Devices: Laptop, desktop, iPad, iPhone

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L e t ’s d ev e l o p a w o r k f l ow !

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I am a world geography teacher that has a unit for each continent. I am looking for fresh, current content to support my unit on Africa as the textbook is dated and isn’t as engaging as I would like it to be.

Scenario

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1. •  Check existing resources •  Consider new topics

2. •  Set up traps for information

3. •  Process collected results

4. •  Archive AND/OR •  Share

5. •  Review

Workflow Process

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1. •  Check existing resources (Web Search; Delicious) •  Consider new topics

2. •  Set up traps for information (Google Reader)

3. •  Process collected results (Google Reader)

4. •  Archive (Delicious, Instapaper) AND/OR •  Share (Shareoholic; Delicious RSS Feeds w/WordPress and Moodle)

5. •  Review

Workflow Process With Tools

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1. Review

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1. Review

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2. Set up traps

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2. Set up traps

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2. Set up traps

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2. Set up traps

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3. Process Results

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4. Archive: Delicious

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4. Archive: Instapaper

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4. Share: RSS Feeds

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4. Share: Shareaholic

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4. Share: Shareaholic

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•  Too wide a net? Too narrow a net? •  Still useful? •  Capturing too much information for my

current projects? •  Using the right tools? •  Able to process the information?

5. Review

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I am a Curriculum Director for an online K-12 program. I am in charge of mentoring students, teachers and site facilitators on various technical processes related to our learning management system, student information system and other assets.

Scenario

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1. •  Check existing resources •  Consider new topics

2. •  Set up traps for information

3. •  Process collected results

4. •  Archive AND/OR •  Share

5. •  Review

Workflow Process

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1. •  Check existing resources: Site Facilitator/Student/Parent Blog, Moodle (LMS)

2. •  Set up traps for information: Need screen capture software

3. •  Process collected results: Student, parent, teacher or site facilitator asks for

help, I use the screen capture software to create a series of screen shots

4. •  Share: Blogs and Moodle

5. •  Review

Workflow Process

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•  Questions: – Time? – Right tools for the job? – More efficient way to do the job?

In review…

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Skitch for Mac

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Screen Presso for PC

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1. •  Establish regular email practice (check email 3

times a day)

2. •  Choose action items: immediate action, short term

action, long term action

3. •  Immediate action: complete, schedule, share

4. •  Short term action: Schedule, archive, share

5. •  Long term action: Schedule, archive, share

Workflow Process: Email

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1. •  Establish regular email practice (Gmail; check 3 times a day with weekly

review on Sunday mornings to find lost or forgotten action items)

2. •  Choose action items: immediate action, short term action, long term action

3. •  Immediate action: complete, schedule (Google Calendar, CalenGoo on iPad),

archive (Delicious, InstaPaper, Dropbox) share (Delicious, Shareaholic)

4. •  Short term action: Schedule (Google Calendar, CalenGoo on iPad), archive

(Delicious, InstaPaper, Dropbox), share (Delicious, Sharaholic)

5. •  Long term action: Schedule (Google Calendar, CalenGoo on iPad), archive

(Delicious, InstaPaper, Dropbox), share (Delicious, Sharaholic)

Workflow Process: Email With Tools

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•  Dissertation research •  Professional reading •  PLN collaboration/communication •  Fresh content •  Exposure to new ideas and resources •  Complete projects and action items •  Have fun

Tweak for other projects

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L o n g - t e r m s t r a t e g i e s

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•  Don’t use tools to try to gather all information; use filters to gather only information you think you would use

•  Example: the RSS Feed for the New York Times or even my local newspaper

Less is more…

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(Mark Hurst’s Bit Literacy)

“Media Diet”

•  “Rare sources that consistently give useful, relevant information” •  In workflow: tools that are the core tools you use all the time

Stars

•  “Reliably deliver at least some relevant information” •  In workflow: tools that may not be used every day, but so something very well

Scans

•  “Sources good for a targeted, single use” •  In workflow: highly specialized tool that you use for special projects

Targets

•  “Sources that are applying to be in your lineup, but are applying to be there) •  In workflow: new tools form discovery or referral that could end up above

Tryouts

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“Weekly review”

http://www.flickr.com/photos/labeteslair/3396433643/sizes/z/

Davis Allen’s Getting Things Done

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Timothy Ferriss’s Four Hour Workweek And

Merlin Mann’s Inbox Zero

Limit email/voicemail distractions

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David Allen’s Getting Things Done: The Art of Stress-Free Productivity …available in print, audio book and via Kindle

Additional Resources

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Timothy Ferriss’s The 4-Hour Workweek …available in print, audio book and via Kindle

Additional Resources

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Mark Hurst’s Bit Literacy …available in print, audio book and via Kindle

Additional Resources

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http://www.lifehacker.com

Additional Resources

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http://www.webworkerdaily.com

Additional Resources

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Questions?

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J a s o n N e i f f e r h t t p : / / w w w . n e i f f e r . c o m

h t t p : / / w w w . t e c h s a v v y t e a c h e r . c o m T w i t t e r : @ t e c h s a v v y t e a c h @ n e i f f e r