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Personas-and-Pathways.srt
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1
00:00:00,480 --> 00:00:03,180
Anelda van der Walt: I'm Anelda van der Walt
. I'm a South African,
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the living in South Africa all
my life, many generations now, I
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live in a small coastal village,
there's a photo of what you can
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see when you climb the hill just
behind my house.
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00:00:15,420 --> 00:00:20,910
And I work with universities
across South Africa, in Africa
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and an outside of Africa, to
help researchers adopt
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technology in their research.
What I'm going to talk to you
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about today, as we said, was
personas and pathways, which are
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two design elements that have
different benefits in your
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project. It doesn't only help
you to think about designing the
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right project, but it also helps
you to communicate within the
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project and to your stakeholders
about design decisions that
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you've made. And of course, it
helps you to attract the right
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users, and contributors and help
them to stay in your project. So
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for many of you are doing very
different projects, before this
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talk, I was accurately looked at
the list of projects. Again,
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it's so diverse. And some of you
might be thinking, well,
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personas and pathways aren't
really relevant to my project.
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But regardless of what kind of
project you're doing in open
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science, personas and pathways
can really help you a lot. So I
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hope by the end of this project,
you'll see at the end of this
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talk, you'll see a few ways in
which you can use it. So you
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will need personas and pathways
if you want users and all
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contributors. And for all the
projects that is in the OLS
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Definitely, this is what
we want, right. Just very
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quickly, what are personas. And
very recently, I was going
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through the process of creating
personas for a project. And I
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was looking at various personas
online various resources. And I
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was stunned to see how many
personas seem to be created to
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tick boxes to, to really, really
just not necessarily speaking to
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the people that might be coming
to their projects. According to
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Mozilla beside as an imaginary
user based on real world
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observations and understandings
of actual potential current
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users, and in our case, also
contributors. But what's really
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important is that you have to
know your audience, you have to
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know the people that you're
working with, to be able to
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create an accurate persona. And
that's where the data comes in.
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I think most of us in the school
definitely in the life projects
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are aware of the importance of
data to inform decisions. And so
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maybe at the beginning of your
project, you may not really know
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your users or your contributors.
And we'll, we'll speak a little
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bit more about that later. So
your your personas might not be
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that accurate. But as you go
along, you can improve those
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personas as you get to know your
users better. And as your
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project grows in terms of
diversity and voices. pathways
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are ways for people to stay
involved in your project. So you
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may you may have people coming
in as developers, you may have
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people coming in as users, and
what are the what are the things
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that will make them come into
your project and stay involved.
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So not every project that can
lead not every person that comes
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into your project will
necessarily take on a leadership
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role in the future? But how can
you help people to see how they
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can be involved regardless of
what they what they resource or
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skill level, or motivations are.
And we'll talk a little bit more
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about that later on. For me, a
pathway is less about the
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picture on the left, where there
is this golden highway that
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takes you to where the sun
shines behind the mountain. And
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it's more about something like a
treasure map where someone might
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look at the map and say, Oh, I
want to go you know, have a look
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at the river. And then someone
else might say I'm really fond
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of forests. And someone else
might say well, I'm going to
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take the little boat that's out
there and go across the ocean to
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the other side of the peninsula.
So there are many different ways
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that people can can be involved
and there's no expectation of a
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leadership progression. Why are
personas and pathways
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important and the way that I see
it is personas will bring the
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right people to your project and
pathways will help them to stay
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there. Just getting back to when
he developed them, it's optimal
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to develop them at the beginning
of your project, it might save
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you a lot of time if you are
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thinking about who you are
developing this project for from
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the beginning, and also what you
want them to do there. And
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thinking about your project in
terms of how it will grow, you
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will need as the project go
grow, and what you can offer
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your users and your
contributors. So typically, you
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can develop personas and
pathways beginning. And then of
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course, as I mentioned before,
use the data that you gather as
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the project grows, as new voices
join your project to improve
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those. The next slide is just an
image of the design thinking
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00:05:49,410 --> 00:05:52,770
process. And I really like this
one, I think there's a lot of
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questions here that might be
useful to your projects beyond
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00:05:55,380 --> 00:06:00,150
just thinking about pathways and
personas. And and what I want to
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00:06:00,150 --> 00:06:05,340
show you is that projects, I
sometimes get the feeling that
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00:06:05,370 --> 00:06:10,260
in open science, every project
will just work like it has to
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00:06:10,260 --> 00:06:14,250
work, right because we invest so
much time and effort and emotion
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00:06:14,250 --> 00:06:19,830
into it. But the realities, and
sometimes projects, when you
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00:06:19,830 --> 00:06:23,790
can't get past the prototype
stage, you have to sit back and
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00:06:23,790 --> 00:06:27,150
really think about whether this
is the thing that was going to
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00:06:27,150 --> 00:06:30,000
be you know, do solve the
problem that you set out to
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00:06:30,000 --> 00:06:33,180
solve. And just going back to
the drawing board and looking
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00:06:33,180 --> 00:06:36,180
again, at your users looking
again, at your, at your
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00:06:36,180 --> 00:06:39,210
contributors, who did you think
you were going to attract? Who
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00:06:39,240 --> 00:06:42,690
are you really attracting, and
how you can edit that? I really,
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I really like this one, I think
I'm going to be using this just
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in thinking about our own
projects as well. The personas
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typically fit into After
gathering the data through your
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exploration and emphasizing in
the stage where you are defining
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00:06:59,220 --> 00:07:02,880
what specific needs are that a
person has that is coming to
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your project. One of the things
that we've used in one of our
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00:07:07,920 --> 00:07:12,510
Afrimap project is
to think about who our
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00:07:12,540 --> 00:07:19,230
users and contributors could be
our mind map showing all the
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roles that they are in a
project. And the reason why I'm
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00:07:24,780 --> 00:07:29,340
showing you this mind map is
because as you Google for
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00:07:29,340 --> 00:07:32,460
information about developing
personas, you might come across
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00:07:32,490 --> 00:07:38,160
a lot of references, that speaks
about developing personas, from
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00:07:38,160 --> 00:07:42,690
a company's point of point of
view, to attract users and to
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get the rights, the rights
elements into a platform or a
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00:07:50,970 --> 00:07:55,770
software or a project for the
users. So really mostly about
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users. But in open science
projects, and very specifically
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00:08:00,270 --> 00:08:04,500
in open community communities
and software development, we
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00:08:04,500 --> 00:08:07,800
have not only have to think
about our customer, the person
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00:08:07,800 --> 00:08:11,310
that will be using our tool or
our platform, or will be joining
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00:08:11,310 --> 00:08:14,130
the community as a community
member. But we also have to
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00:08:14,130 --> 00:08:17,670
think about personas and
pathways for people who are
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00:08:17,670 --> 00:08:20,520
developing, I apologize for my
dog barking in the background.
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00:08:21,780 --> 00:08:26,700
We have to think about our
contributors, our community
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00:08:26,730 --> 00:08:37,530
developers and other roles, not
only the users. So this kind of
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00:08:37,560 --> 00:08:43,470
mind map has helped me a lot to
think about personas from a user
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00:08:43,470 --> 00:08:48,600
point of view, from the learners
point of view. And then also how
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can we attract developers and
what what are we giving to them?
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How are we motivating them to
join the project and what what
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we vote
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00:08:57,840 --> 00:09:01,680
on are getting here and how they
are they can use being involved
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00:09:01,680 --> 00:09:05,040
in our project to grow their own
skills and equities as well.
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00:09:08,490 --> 00:09:11,820
Another tool that I've used in a
different project is the
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escalator project.
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00:09:14,580 --> 00:09:20,340
Here we used existing monitoring
and evaluation evaluation tools
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00:09:20,730 --> 00:09:24,750
to figure out who our target
target audience may be, who are
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we developing this project for?
I'm going to talk about the
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00:09:27,630 --> 00:09:30,990
project a little bit later on
just in the next slide. But
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00:09:31,290 --> 00:09:38,070
first we started with using a
fishbone diagram to define our
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00:09:38,070 --> 00:09:42,540
problem very carefully. So
asking a lot of why's Why do we
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see this problem and the problem
that we were seeing when I was
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00:09:45,720 --> 00:09:51,510
in South Africa, we have said
several groups that are working
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in digital humanities and
computational social sciences
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but we don't have a community of
practice. We don't have a
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community that takes give a
speech stage I will lecture his
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knowledge in South Africa in
digital humanities,
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computational social sciences.
So that was our problem. And
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then we were saying, so what why
do we have like, what do we
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keep? If we have a community or
not a community? What are the
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benefits of having a community
of practice? And needless to
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say, there are so many, many
benefits of having that
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community of practice. So it
wasn't hard to decide whether we
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should take this project. But
then thinking about using the
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fishbone diagram, which I don't
have an image here, but you can
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Google for that. And just to
think about, why are we seeing
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this problem, and that really
helped us to identify groups of
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people who could benefit from
from this project. And then
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after developing the the
fishbone diagram, we use the
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theory of change, which is also
a really, really good tool,
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especially for people who are
developing community projects
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where they where you want to see
a change in communities. It's a
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really lovely tool to to
consider using in your project.
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Because as you are going through
asking these questions, you
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really also start to identify
groups of people, which can
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inform your personas, because
you're asking questions in a
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different way. So just quickly a
theory of change, you take your
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project your problem, and figure
out what is the impact that you
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would like to see which will
address that problem? And then
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you work backwards towards what
are the long term outcomes that
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will lead to this impact? to
have those long term outcomes?
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What are the short term outcomes
that you should see? And then
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what are the outputs that you
will need to see the short term
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outcomes? And then what are the
activities that you have to do
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to create the outputs that
relate to the short term
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outcomes and so forth? And then
really, what do you need as
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inputs to be able to do the
activities that will lead to
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that efforts were backwards from
the big problem, and the impact
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that you want to want to see.
And by doing that, it has helped
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us a lot to define groups of
people. And very specific, I can
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see the personas now, who we are
going to attract in this
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project, and supporting this
project, and also who can help
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us help us help contribute and
provide leadership in this
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project. Another thing that I
want to point to you, for those
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of you who are involved in
change projects in community
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change projects is just at the
bottom of the slide, the time
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that it takes to see certain
changes, just for us to be
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realistic. I mean, the OLS
projects are only three months.
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And some of some of us expect to
see changes that that really in
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communities takes many years to
take place. So just to be
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realistic, and a bit more softer
on on yourself when you are not
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seeing the change that you would
like to see the theory for the
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project called escalator and
it's and one of the one of the
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flagstone activities of this
project is to develop a digital
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champions initiative. And what
we realized, initially, we
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thought we'll just run one
mentorship program very much
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like oh, is they'll be or they
will be a mentorship program.
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And we're going to open it up to
people doing research in digital
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humanities in computational
sciences. And we're going to
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teach them digital and
computational skills to do to
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use in the research. But as we
work through the theory of
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change, and through the through
the fishbone diagram, we
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realized, but there are people
who who are not very comfortable
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using technology, even in day to
day management of their their
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work. expecting someone to learn
to code in Python when they
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haven't really used something
like Google Docs or some of the
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other tools like that your
Zoom or other tools. Which
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means online learning is
probably
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a challenge and working alone,
probably not part of many
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communities. So we developed a