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Starting a peer workshop

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Someone recently emailed me and asked me about starting their own peer workshop. I have a small amount of experience in the topic. I've run a number of IWSTs (a small local workshop) and two WOCs (a longer three-day workshop). I've attended many other peer workshops, including WHET, WOPR, WOCT, STMR, STiFS, and AWTA. They are all in some way or another in the LAWST-style.

Here are bits of my reply:



Facilitation
Depending on your personality type, you might be able to facilitate. I don't know what personality types make good facilitators, I just know not everyone is a good facilitator. If you ever need a facilitator, and your workshop is LAWST-style, there is a good chance AST will provide one for you.

I recommend two books:
- Facilitator's Guide to Participatory Decision-Making
- How to Run Seminars and Workshops

To get AST sponsorship, follow the LAWST-style and submit an email to the AST VP of Conferences (conference@associationforsoftwaretesting.org). It's that easy.

Money
Plan on a three-day workshop costing you around $1,500 out of pocket all said and done. You can do it a bit cheaper or a bit more expensive - depending on the market and your connections in that market.

Content
Be clear on your expectations on what you want the outcomes to be. That will help guide your invitations and content selections. Scott Barber has noticed some interesting dynamics on this topic. I hope he posts them as a comment to this post.

Be very clear about what it takes to attend. If it's invitation only - make it invitation only. Be painfully clear about what that means. Does that mean I can just email you to get an invitation? Say that. This is the largest barrier to entry for people attending. If they feel it's 'closed', they won't try to come. If they feel it's only for the 'elite', they won't try to come.

Marketing
Get a website. Right away. Unless you want a small community, you need a public face. WOPR has a great marketing group (Ross, Roland, and Scott) and they do an /excellent/ job at getting new blood into the workshops.

Send the call for participation well in advance. Send it more then once.

Keep a relatively constant stream of communication to your attendees. Send emails 60 day, 30 days, 15 days, and 7 days before the event. Start a YahooGroup following the workshop for veterans.

Struggles
Get ready for rejection. It's the hardest part. People commit and then they back out at the last minute. I find that the hardest part.

Be ready for people not to publish anything following the workshop. It takes someone special to actually follow up on workshop promises. This is the second hardest part. (I still have outstanding promises to AWTA from January. I have good intentions. It's hard...)


If you have other tips (many readers of my blog have attended or run their own peer conferences) please feel free to post them.

Great timing...

I, too, had someone come up to me at CAST and asked how they could start a peer workshop. My advice (other than some of the nuts and bolts Mike described above) was to ask them what their passion was. The gentleman told me "security" and "open source tools".

My follow-up was: "Do you have a pressing issue you've always wanted to explore in those areas?"

As content owner for two workshops, that's how I approached the Call For Presentations. For example, the focus that Rob Sabourin and I selected for the 4th Workshop on Heuristic and Exploratory Techniques was on boundary testing:

"We are looking for experiences which demonstrate techniques that have succeeded and others that have failed to identify and expose boundary problems in systems under test."

Fifteen colleagues were interested, then invited, and during the two days we showed how boundary testing is much more than just testing before a boundary, then on the boundary, then on the other side of the boundary.

There were 15 different interesting and relevant definitions of what a boundary was, some of them contradictory. There was the notion of emergent boundaries, temporal boundaries, soft and hard boundaries, state boundaries, and much more.

The coolest thing that happened (as often happens at these workshops) was during a breakout session where two teams discussed testing boundaries. One team's mission was to come up with ways to discover boundaries and the other's was to come up with ways to test those boundaries once discovered. The 8 people on the Discovering Boundaries team came up with 145 strategies in 30 minutes.

I'll have a blog in the next day or so, but suffice it to say that peer workshops (to me, anyway) are the prime sources of our industry's next innovations and revolutions.

Jon Bach
Manager for Corporate Intellect
VP for Conferences and Training (AST)
Quardev, Inc.
(206) 547-7771 x.106
www.quardev.com

more on the facilitation method

I've posted more about the facilitation method itself here and have some notes from Bernie's lightning talk on this subject here.

-adam

thanks

... ask and thou shall receive ...

Your wish is my command...

... well, in this case anyway. ;)

I've been involved in building both WOPR and STiFS from the ground up. I've been facilitator, content owner, attendee and adviser. I've been a part of 10 different flavors of the LAWST style. In all of that, the differences in personality that I've seen are across the following scales:

Confirming Suspicions Debunking Myths
Building Community Building Consensus
Identifying Challenges Innovating Solutions

Decisions around these will shape the personality of the workshop significantly. For instance, WOPR, STMR & STiFS all fall squarely on the left, LAWST, WHET, & ExTRS fall squarely on the right. WTST, AWTA & WOC are blends.

Another way to put it is that there was a time when it was said that "It wasn't a good workshop if no friendships were severed." Now there are workshops that are considered successful when they end in a group hug.

I recommend determining the degree of controversy you are willing to accept and for what reasons - *then* build the details around that.

All this, of course, assumes that the workshop is based around a topic that folks have passion about... the one thing that makes a peer workshop valuable and energizing to me is the passion of the participants.

--
Scott Barber
Chief Technologist, PerfTestPlus
VP Operations & Executive Director, Association for Software Testing
sbarber@perftestplus.com

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