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What I Learned about Community Management from Organizing a 1,700-Person Conference

August 5, 2015 By Jim Storer

By Alex Blanton, Senior Program Manager, Community and Outreach – Information Management & Machine Learning at Microsoft, and member of TheCR Network.

On May 28-29, we held our third Machine Learning & DataMachine Learning Conference Science Conference here on the Microsoft campus. This is an internal-only event that brings together our data scientists and engineers interested in advanced analytics, including machine learning and the end-to-end data science process and real-world applications that are leading to intelligent new apps and new insights from our ever-expanding universe of digital data. (If you don’t understand that description, that’s okay–it’s enough to know that machine learning and data science are very hot areas for Microsoft and other technology companies right now.)

This event has grown in popularity each time we’ve held it, and this May our attendance number of 1,706 was double the number of people who attended the event last October. We had more than 80 different talks and tutorials, as well as two executive keynotes, a tradeshow-like reception where more than 60 projects presented their work, and an onsite data science consulting service. As the community manager for our internal machine learning community, I look at this conference as an “anchor” event for the community, and the best opportunity for our members to get together face to face with so many of the people they work with virtually throughout the rest of the year.

Planning, organizing, and delivering the conference would have been impossible to stage without the active participation of many members of the vibrant machine learning and data science communities that we have here at Microsoft. This was my first time leading a conference effort this large, and I learned 5 big things about community management as it relates to putting on an event of this size.

1. Inclusion works.

From a budgetary standpoint, this event was primarily sponsored by my business group. But while we had the money to stage the event, we didn’t have enough people to make the event happen. Also, there are other groups and communities at Microsoft whose audiences and memberships overlap with ours, and who had their own plans for events in this timeframe. Instead of “competing” with those other groups, I reached out to them, explained what we were trying to accomplish, listened to what they were trying to accomplish, and ended up working with most of them to create a combined event that concentrated all our efforts on one big goal.

In the end, seven other groups and communities of varying sizes co-sponsored the event and helped make it a success, with more than 50 people giving their time, expertise, and enthusiasm over the past few months. This mindset of inclusion and cooperation did make some aspects of the event more complicated to manage and track, but the return on investment–in the form of the talents of those 50-plus people–more than made it worth it.

2. Sometimes, you just have to ask.

One of the teams that helped out with the conference was a data science team that works with engineering teams around the company. When the time came for me to find qualified reviewers of proposals and experienced people to give feedback in speaker rehearsals, I didn’t have enough people lined up to do so, because the data scientists on my own team had commitments to Microsoft customers they were busy fulfilling.

So I reached out to Juan’s team and just asked, “Is there any way your team could help out since you have experience?” I got an immediate “Yes,” both because they wanted the event to be a success, and because they publish a journal of applied research, and saw the opportunity in taking part with reviews and rehearsals to discover great work to feature in the journal. This was a classic win-win situation, but we never would have discovered it if I hadn’t made the request.

3. It pays to know your superusers personally.

On the morning of the 2nd day of the conference, I got an urgent email from the videographer who was making a short “sizzle reel” video of the event. He needed someone to interview to give some context and voiceover to the video, and he wanted me to do it. I knew I was the wrong person, since (1) I organized the event, and (2) I am not a data scientist. I immediately I started thinking through who would be right for him to interview. It had to be:

  1. Someone who is a data scientist
  2. Someone who understands the event and why we run it (ideally someone who has presented at the conference)
  3. Someone who is articulate
  4. Someone who is passionate about learning and learning from others
  5. Someone who was actually there at the event that day

It’s hard to describe what happened in my mind over the next 10-15 seconds; it was as if I took our 2500-person community and applied all these criteria, rapidly filtering down to two names out of the dozens or perhaps hundreds of possibilities: Ram and Esin. Ram is a security expert, and he runs a special-interest community focused specifically on machine learning and security. Esin works in our Bing Ads business, and she teaches a regular introductory ML class as part of our community. I looked at the event schedule, guessed which room each was likely to be in at that time, and went to track them down. I found them where I expected them each to be, they both agreed, and less than 90 minutes later the interviews were both done.

The time I had invested over the past couple of years getting to know Ram and Esin personally paid big dividends in this unexpected moment, and I have no doubt that the time spent getting to know other superusers will similarly pay off in the future.

4. Content can be your best community recruiter.

Every time we published content out to the people who registered for the conference–whether it was a draft agenda, an online beginner’s tutorial before the conference itself, a Conference Preview webinar, or something else–we included a call to join the machine learning community at Microsoft. And sure enough, during the weeks before the event, we welcomed hundreds of people to the machine learning community.

I think that putting effort into creating valuable content, and then pairing that content with a call to action to join the community, is so much more effective than a simple request to people to join your community. The fact that you create original content shows your own commitment as community sponsors, and it also gives potential members a sense for the value they will get if they join the community.

5. The metaphor of the conductor and the orchestra really does make sense. We started work on the conference in January, and it was daunting. There was so much I didn’t know, and I had no idea how we would get it done! Now it’s six months later, and I still don’t know how to do so much of what it takes to put on an event of this size. But I’ve come to peace with the fact that I may never be able evaluate a strongly technical machine learning proposal, I can’t find a math error in a data science presentation, and I have no idea how to estimate how much food to order for 1,700 people.

What I can do is conduct the overall experience–that is, make sure that I know people who can do those things well, that I have recruited them to take part, and that they are motivated to do so, understand what’s expected of them, have the information they need to do the work, and feel like they’re getting recognized and rewarded in the ways that they want. Being able to orchestrate all of their individual talents so that they work together seamlessly to make this big event a great experience for our attendees is classic community manager work, and it’s something that I’m going to strive to do even better at our next conference–which is only six months away!

Mentor Match: The Good, Bad and the Ugly On Getting a Program Started

February 10, 2014 By Jim Storer

Guest post by Laura Brook, Director of Community Development at OneFPA.org and member of TheCR Network.

Last year, I was at our annual conference catching up with a colleague who used to work with me at the Financial Planning Association (FPA).  I shared with her that we were about to launch a mentoring program where our members could mentor fellow financial planners.

Her response was a snorted “Good luck.”  My eyebrows went up in surprise.  She told me that she had tried to launch a similar program five years before without success.  I asked about her experience, saying that I hadn’t even realized that she had worked on this.  She explained that members responded positively to the program in theory, but when it came down to them actually signing up to take part in the program, not so much.  As a result, the initiative never got off the ground.

Oh boy.  This was a long-time staff person, very well networked with chapter leaders and very well liked.  Her story didn’t exactly boost my confidence in our chances.

Well, it’s now a year later and the program is serving our members well.  As the person in charge of community development, this was a natural extension for me to take on.  Our communities are often fertile ground for these types of connections.  Participants want to help each other succeed.  And from a community management standpoint, it can be a great point of engagement.  So in this regard, it can become a true win-win.

Let me outline the program and then give you the dirt on the good, the bad and the ugly for how things have gone.

How It Works

  • It is a six-month, coach-supported program.
  • Membership is required for both mentors and mentees, and there is no cost to participate.
  • Matching is done online through HigherLogic’s MentorMatch module (envision a simplified version of Match.com for those of us who have experienced the online dating scene).
  • Mentees are limited to one mentor at a time.
  • Mentees are expected to set the agenda and drive the relationship.  Mentors just need to be responsive to their requests.  Go here to read more about roles and responsibilities.
  • Each MentorMatch round includes an FPA-facilitated kick-off call, check-in call, and wrap-up call.  Kick-off and wrap-up calls are held jointly.  Check-ins are separate—one group call for mentees and one group call for mentors.
  • Mentees are required to fill out and share with their mentor five mentoring worksheets before their first call.  This is to help mentees get clarity on what they want/need out of their mentoring relationship.
  • In the first call, mentors follow an initial discovery call checklist to get the relationship started on the right foot.  From that point on, mentees are the ones to set the agenda.
  • Mentees and mentors generally meet once per month via phone or Skype, although some relationships are in-person.
  • Mentees complete an exit interview to rate their mentors and the program overall.

Ok, so that is the overview.  Now let’s talk about the negatives first so that we can end things on a positive note.

The Bad/The Ugly: What our challenges have been to date

  • Even with a good online program where people self-enroll, it is still a time-consuming program to manage.
  • People have a tendency to enroll as a mentee …  and then just sit there, even after being prompted to search for a mentor.  As a result, most matches have been facilitated by FPA, adding to the management burden.  The irony is that award-winning financial planners go unchosen because people are too intimidated to ask to be their mentees.
  • There are enough steps that people sometimes struggle with the process.  As an insider, it seems really simple—enroll, search for a mentor, choose the one you like, and send them an invitation to mentor you.  They then have to accept the invitation for mentors/mentees to be formally linked.  Most have been fine, but our technologically less-savvy members have been challenged at times.
  • Add in a chapter network of nearly 100 locations, some of which already have local mentoring programs, and things get really interesting.  We are currently strategizing around how best to blend our national and chapter efforts.
  • We have gotten some (thankfully pretty limited) feedback that mentees don’t always do their homework or prep for calls as well as they should.  We have had conversations on whether charging a nominal fee for the program would help to address this, but have elected to keep it free for now since the program is still young.  Ultimately, we want to make sure that our mentors’ time is respected and well used.

The Good: What has been going well

  • First and foremost, our members love it.  We have had a couple hundred people go through the program to date and 98 percent of the feedback has been glowing.
  • The limited-time horizon helps ease mentor commitment concerns.  Nine hours over six months (three hours on FPA calls and six with the mentee) helps define the program in a way that feels doable.
  • The facilitated calls and initial discovery checklist helps mentors feel supported.  (Even very experienced professionals can find it daunting to be a mentor!)
  • The mentoring worksheets help give the mentees direction and focus.
  • I have been surprised by how many of our mentors have said that they learn a lot from their mentees.  These young planners are often fresh out of school and possess skill sets that are very different than our seasoned planners’ competencies.
  • It engages tough-to-serve demographics—students, young professionals, and those who are mature members or already retired.
  • Our profession needs it.  Financial planning is young—it began only 45 years ago—and the career path for those who want to become planners can be challenging.

So far it’s been a fun ride.  The program is proving to be a quadruple win—good for our mentees, our mentors, the organization, and the profession, which makes dealing with a little bit of bad/ugly worth it in the end.

 

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The Community Roundtable  is committed to advancing the business of community. We offer a membership based peer network, community management training programs and advisory services for corporations and individuals.

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