[OSList] Recording Open Space notes from phone or tablet

Mon Jan 6 09:06:25 PST 2020

I LOVE this thread and thank you Patrick for tried and tested wisdom.

*Barry Owen*

Connect: *615-568-2123*
*BarryOwen.US <http://BarryOwen.US>*

On Mon, Jan 6, 2020 at 10:55 AM Patrick Schley via OSList <
oslist at lists.openspacetech.org> wrote:

> Hi Ilan –
>
>
>
> My colleagues and I facilitate an Open Space event for our software users
> each year at our conference. We have as many as 1,000 people participating
> in the event with more than 150 discussion conveners.
>
>
>
> We have found much success using a product called WebMerge (now Formstack
> Documents, I believe), which allows you to build a form for notes that are
> then saved as a standardized PDF document to a shared drive (we use Box but
> Dropbox or Google Drive integrations are available as well). This has
> worked really well – we then take the PDF’s and combine them into a master
> Book of Proceedings document which is distributed to our community. The
> form is simple:
>
> ·         Convener’s name and email
>
> ·         Scribe’s name and email (if applicable)
>
> ·         Session topic
>
> ·         Session date/time/circle
>
> ·         Names of participants
>
> ·         Session notes
>
>
>
> An added benefit is we make fields available on the form where folks can
> upload pictures (e.g. a photo of a flipchart page from the discussion) that
> are then placed into the document automatically. We have actually strayed
> away from having people upload photos without first typing their notes,
> because we want the typed words in order to make the document more
> searchable. But if there is a drawing or something similar that needs to be
> captured then the image fields work great.
>
>
>
> WebMerge is a paid product based on how many individual submissions you
> have, but we simply increase our plan for the month of the conference and
> then push it back down to a free plan for the rest of the year.
>
>
>
> From a logistical standpoint, we publish a shortened URL to our attendees
> to encourage them to enter their notes. This URL is printed on the sheets
> of paper we leave in each discussion circle for note-taking, as well as on
> posters in the space. We still have laptops available in the News Room for
> people to type their notes in to the form right after their session, but we
> also allow them to take notes into the form “live” if they want, or take
> their written notes with them to submit later. We do a little bit of
> follow-up after the event and are usually able to publish proceedings
> within a month, with a majority of the sessions having at least some form
> of notes in the book.
>
>
>
> Happy to answer any further questions about this.
>
>
>
> Best,
>
>
>
> -p.
>
>
>
>
>
>
>
> [image: cid:image001.png at 01D5542D.FA9025B0]
>
>
>
> *Patrick Schley*
>
> Support Escalation Specialist
>
> *Tessitura Network* <http://tessituranetwork.com/>
>
> +1 888 643 5778 x 486 office
>
> +1 888 643 5778 x 201 customer care
>
> pschley at tessituranetwork.com
>
> pronouns: he/him
>
>
>
>
>
>
>
> *From:* OSList <oslist-bounces at lists.openspacetech.org> *On Behalf Of *Ilan
> Kirschenbaum via OSList
> *Sent:* Monday, January 6, 2020 10:21 AM
> *To:* oslist at openspacetech.org
> *Cc:* Ilan Kirschenbaum <ilan at practical-agile.com>
> *Subject:* [OSList] Recording Open Space notes from phone or tablet
>
>
>
> Hi OSLISTers,
>
>
>
> Happy to join here, happy to find new friends as well as familiar names
> from the agile scene :-)
>
> I am also a student on Tova Averbuch's program (joining the recent spike
> in posts 😊)
>
>
>
> I am toying with the idea of having a simple Google form that will
> auto-generate an Open Space summary to a Google Doc.
>
> The idea is to enable participants to record notes close to their session
> when information is fresh, using ubiquitous technology.
>
>
>
> I would like to probe your brains on this idea:
>
> 1. Have you had experience with a similar tool? What should I be careful
> of when implementing such a tool?
>
> e.g Is there a good reason *not* to use Google Docs?
>
>
>
> 2. The implementation works best with a G-suite account, which enables the
> use of Google Docs Templates (not available on a free gmail account).
>
> Do you see this as a problem?
>
> My concern is that G-suite requires a special paid account - do you think
> this will be an obstacle?
>
>
>
> 3. In my silly question category:
>
> I am preparing a guide to use G-suite + Zappier for this.
>
> From you experience, will a typical OST organizer have access to people
> with skills to follow a procedure with some techy requirements?
>
>
>
> 4. I am holding back on a zap to automatically prepare the OST book with
> table of contents, etc.
>
> My hunch tells me that it is better to manually review the summaries
> before binding them, and anyway, not all participants will use this
> automated option. I wish to avoid making the impression that once
> implemented this option is a requirement.
>
> Any thoughts on this?
>
>
>
> 5. Finally, what other aspects should I think of to make such a tool more
> useful for OST-ers?
>
>
>
> Many thanks,
>
> Ilan
>
>
>
> --
>
> Ilan Kirschenbaum - Co-Founder & Agile coach At Practical Agile LTD.
>
> Twitter: @kirschi_
> Phone # +972-54-6620348
> website: www.practical-agile.com
>
>
>
> <http://www.practical-agile.com>
>
> <http://practical-agile.com>
> _______________________________________________
> OSList mailing list
> To post send emails to OSList at lists.openspacetech.org
> To unsubscribe send an email to OSList-leave at lists.openspacetech.org
> To subscribe or manage your subscription click below:
> http://lists.openspacetech.org/listinfo.cgi/oslist-openspacetech.org
> Past archives can be viewed here:
> http://www.mail-archive.com/oslist@lists.openspacetech.org
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.openspacetech.org/pipermail/oslist-openspacetech.org/attachments/20200106/c98c9041/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 4268 bytes
Desc: not available
URL: <http://lists.openspacetech.org/pipermail/oslist-openspacetech.org/attachments/20200106/c98c9041/attachment.png>