Category Archives: network

Designing Awesome Online Conferences

As an online conference organizer you have an awesome opportunity to create something far better than what we are accustomed to in the physical world.

The sudden rush to digital due to COVID-19 has made video meetings an anywhere, anytime reality for many in the arts and culture sector, and beyond. From online staff meetings to live performances delivered digitally, one-to-one and one-to-many video conferencing has proven its ability to keep us connected, keep us working together and keep moving forward.

Early in the pandemic response in March 2020 we saw quick pivots toward digital events and conferences. They made clear: event organizers, hosts and speakers – many relative newcomers to these digital spaces – needed to make the leap toward digital engagement, learning and interaction.

The bottom line is: your digital conference or online event has real costs, requires different skills to produce and host well, and you have to figure out how to raise the revenue you need to make it sustainable.

Through Future Perfect, we have been researching and evolving a strong framework for a new breed of digital conferences which are more engaging, more accessible, more affordable, and minimize the digital divide that impedes communities with less access to high-speed internet from participating fully online.

PDF SERIES for download: How to design and deliver awesome digital experiences

Webpages with this same content

Fundamentals (PDF1)
Design (PDF1)
Digital Tools (PDF1)
From Attendee to Participant in 7 steps (PDF2)
Accessibility and Inclusion (PDF3)
Online Conference Cost Drivers (PDF4)
Setting Registration Price (PDF4)
Sponsorship (PDF4)
Tips for Speakers (PDF5)

The BC Museums Association and Heritage BC have embarked together on Future Perfect, an initiative funded by the Canada Council for the Arts’ Digital Strategy Fund. Led by Inga Petri, Strategic Moves with invaluable support from Lynn Feasey, Points North Consulting, and Jason Guille, Stream Of Consciousness and Felicity Buckell.

Digital Strategy Fund: Funded Projects 2017 – 2019

Canada Council for the Arts announced its unique Digital Strategy Fund (DSF) in March 2017 with a sense of urgency: “The fund is part of a catch-up movement for the vast majority of the arts sector, which is at risk of being less and less visible and less supported by citizens (…)” As a strategic fund, it is time-limited and was to operate from 2017 to 2021. The Digital Strategy Fund is worth $88.5 million.

UPDATE August 12, 2019

Canada Council for the Arts’ Strategy and Public Affairs supplied to me new tables on August 9, 2019. My initial analysis was based on Canada Council’s grants database information. That public information does not include the amounts committed by Council to multi-phase projects as those funds will be released based on interim project report. The different between the Grants data base as of August 9, 2019 and the actual allocated pending reports is just over $7 million, i.e. $36 million as opposed to close to 29 million. Another difference was in the year to which projects were allocated, i.e. many of the projects marked 2019 actually belong to the 2018-2019 fiscal year and are now marked 2018.The basic point of the analysis remains: less than half the available fund have been allocated so far leaving significant opportunity space for new applications to the fund.

Tables below are updated using the new data supplied by Council.

I hope it will illuminate where funding has gone and help see where the digital opportunities spaces might lie for the upcoming September 18, 2019 deadline for the next full round of funding.

Canada Council for the Arts Digital Strategy Fund 2017 to 2019

Table1 Digital Strategy Fund 2017 to 2019

In total, the DSF has spent $36 million for 352 projects for an average of $102,961 per project. (*IMPORTANT NOTE: The total number of projects funded is 352 over this period, however, multi-year projects are counted in each of the fiscal years in which funding is awarded.) 2018 saw nearly seven times as many projects funded, resulting in a quadrupling of funding allocated. The average funding in 2018 is substantially lower because it includes a round of funding for core funding recipients that maxed out at $50,000.

$36 million represents only 40% of the total ear-marked funding. It is clear: there is tremendous opportunity to obtain funds for bold digital experimentation in and a great deal of learning about the digital realm with the remaining $52 million over the next two years.

Canada Council for the Arts Digital Strategy Fund - Four Funding Streams

Table 2 DSF Funding Funding Streams

During these first two years, Digital Literacy projects have 25% of all funding allocated. Public Access and Citizen Engagement stream received 29% of funds – representing 16% of projects, while the Transformation of Organizational Models received about 26% of all funding for close to 10% of all projects. This assumes all multi-phase projects will proceed beyond their initial phases and the allocated funds will be disbursed. The Special digital projects for core grant recipients makes up about one fifth of the funds spent, but half of the projects. The multi-phase projects while few in number represent a very significant investment of the life of the projects in particular when they meet their go/no go metrics positively.

In a sector that by and large is lagging in the adoption of contemporary and leading digital tools and methods, these figures paint an encouraging picture: Not only are arts organizations embarking on becoming well versed in the use of digital tools but a considerable number are working toward producing, marketing and distributing participatory and receptive arts experiences by experimenting with and leveraging the tools and methods of the digital realm; and 34 projects representing $9.5 million ($5.7 ,million of funds have been released pending multi-phase project go decisions for later phases) are looking at what digital transformation might look like for their organizations and sectors.

These projects are predicated on partnerships and generating significant benefit for more than the lead applicant. As such seeing a segment of the arts and culture sector embracing this opportunity to obtain risk capital for strategic organizational model and business model experimentation in the digital world is encouraging.

Canada has become highly urbanized, with about 17 million Canadians living in the six largest urban centres, and more than 80% living in urban and sub-urban areas of Canada. This begged the question about the geographic distribution of funds so far.

Canada Council for the Arts Digital Strategy Fund Cities vs the Rest of Canada

Digital Strategy Fund Cities vs the Rest of Canada 2017 – 2019

The six largest urban centres across Canada have received 68% of all funding even though their general population comprises about about 47%. This suggests that there is a greater concentration of organizations and activities in the digital realm in the largest cities. Nonetheless, $11.5 million have gone to cities under 1 million as well as smaller jurisdictions including a few in rural and remote places. The average level of funding per project is on par when we exclude the special projects at about $103,000. Still, one of the promises (opportunities, challenges) of the digital realm is that it might create a more level playing field for geographically disadvantaged and systematically excluded places and people. There is a need to explore how smaller communities can build the capacity needed to access more of this funding.

Digital Strategy Fund 2017-2019, Regions

Further analysis shows that every region in the country has benefited from the Digital Strategy Fund; and it matches quite well to the size of population, with only the three Prairie provinces under-performing significantly by the measure of general population.

Canada Council for the Arts Digital Strategy Fund 2017 to 2019, Provinces and Territories

Table5 Digital Strategy Fund 2017 to 2019, Provinces and Territories

Perhaps not surprising given their population base or remoteness, the Northern Territories and PEI have received funding for only 1 to 2 projects each so far. While on a population basis this would be deemed adequate, it does not reflect the depth and breadth of the arts and cultural communities.

In my work with arts and cultural organizations in every province and territory in Canada over this decade, I have seen exceptional arts communities in unlikely places and without exception they have an interest in staking a claim in the digital realm. I expect and hope to see more winning proposals from strong local arts and culture sectors in Nunavut and Yukon as well as Vancouver and Gulf Islands, BC Interior, NWT, Newfoundland, rural Maritimes as well as cottage country in Ontario.

Bottom line: with 60% of the ear-marked funding envelope not yet spent, the time is ripe for a plethora of proposals for the September 18, 2019 deadline. Plus there is money available for Digital Literacy projects under $50,000 to succeed any time you need them – indeed, you can apply as often as you need under this component!

Let’s get on it! Let’s talk!

Notes: I collated this spreadsheet DSF_2017to2020_Aug2019 from the data points on Canada Council for the Arts’ proactive disclosure website. It represents 337 projects and is based on a data pull on August 2, 2019.

The funding database for DSF does not specify the artistic disciplines or whether it belongs to an equity-seeking group.

The three funding streams allocate either up $250,000 for single phase or $500,000 for multi-phase projects, and up to 85% of total eligible costs for a new project or 50% to refine or optimize an existing one. By any measure this is a significant and unique investment in the arts and culture sector in Canada. New in 2018 was that Digital Literacy projects of up to $50,000 can be submitted any time to be approved internally at Canada Council within a few weeks, ie without convening an expert jury. Also new was that the expectations around having a partnership lead these projects has been loosened to specify that it must benefit a wider group.

Three rounds of funding have taken place: the first closed in fall 2017 with funded projects announced in April 2018, the second one closed in fall 2018 with projects announced in April 2019, and the third one targeting organizations that receive core funding from Council was published in summer 2019.

New study on the arts in rural communities examines three regions in Canada

“The specific characteristics of the performing arts eco-system matter to whether they can fuel vibrant rural communities.” With this hypothesis in mind, I have been investigating whether there are common criteria or success indicators for building a sustainable, rural arts community. This exploratory research draws on existing literature about arts in rural communities as well as my work with organizations in rural communities from coast to coast to coast. In this initial phase of the study I focus on three communities: Haliburton County, Ontario; Temiskaming Shores, Ontario; and Wells, BC.

I will present findings from this new study for the first time at the SPARC Symposium taking place in Haliburton from October 27 to 30, 2016.

My work with SPARC goes back to 2014: I presented a keynote at the first SPARC Symposium in April 2014 on “Co-creating a Culture of Place in Rural Communities.” Then SPARC invited me to co-facilitate the SPARC Network Summit in November 2014. In my ongoing consulting practice I also work with small, rural and remote communities to help strengthen local capacities and capabilities.

A key goal of the SPARC 2016 Symposium (a project of the SPARC Network) is to create an environment where people can network: exchange ideas, find opportunities for collaboration, discuss solutions to tricky problems and identify big ideas. Attendees will have an opportunity to meet people engaged in the performing arts from rural communities throughout the province and across the country.

Whether your goals are professional development, learning strategies to attract new audiences, innovative approaches to sustainability, opportunities for information exchange, or developing creative methods for marketing campaigns or mentoring programs, it is SPARC’s belief that this year’s program will facilitate them: http://www.sparcperformingarts.com/sparc-symposium-2016/

See you in Haliburton next month!

Art is fuel: Community engagement in the CRD

The Capital Regional District (CRD) Arts Service is poised to begin a broad-based community engagement and consultation process to identify key implementation strategies designed to achieve the goals of the CRD 2015-18 Strategic Arts Plan.

I am thrilled that the CRD Arts Service has hired Strategic Moves and my project team to undertake this work. I am excited to get to know the communities and people of southern Vancouver Island better.

With the contract signed last week, we are putting everything in place for a round of pre-consultation sessions. On June 23 and 24, we will undertake a series of four sessions with as wide a range of people active in the local arts community and those interested in developing the arts in the CRD as are available. I know it is going to be short notice for some, but it is better than a July or August date when vacation season creates only more challenges. We will use this pre-consultation to introduce the project, our team and to gather initial feedback and input on the community engagement and consultation process itself. In my view, our job is to listen closely to the community as we build together a strong, meaningful and relevant implementation plan.

These pre-consultation sessions represent the beginning of a 6 months long process where those interested in the arts in the CRD will have several opportunities to make their voices heard and their ideas count about their priorities for key implementation activities the CRD should consider adopting over the next 3 years. We’ll reach out and invite the full diversity of artists and arts organization and communities throughout this process.

These last few days my working hours have been consumed with briefings, document reviews, planning more briefings with the Arts Committee of the Arts Service and the newly formed project Steering Committee, and planning these pre-consultation sessions.

As with all large projects with many different stakeholders, I expect deep conversations, vigorous discussions and healthy debate. It is the best way we have to ensure that the results of this process are solid and meaningful to the local arts community and the CRD communities at large.

In a word, as art is fuel, I am stoked.

Building community together: Northern Exposure arts conference

The Wells Hotel

I spent Thanksgiving in the Cariboo town of Wells, BC (population 259) at the Northern Exposure conference.

Here are my reflections on what we did, how we did it and what it enabled; in so doing I hope to draw the curtain back a little on effective design thinking-inspired meetings that help people move to the next level – whatever that is for them.

Putting the team together

Island Mountain Arts‘ ambitious conference attracted about 75 festival organizers, arts organization staff and volunteers and musicians from BC’s northern and southern interior, the Sunshine Coast, Vancouver Island, Haida Gwaii, and the Yukon.

Island Mountain Arts (IMA – named after a local mountain, called Island) has been operating its renowned Summer School of Art since 1977 and over the years has expanded with a Public Art Gallery and Gift Shop, an International Harp School, the Toni Onley Artists’ Project and the award winning ArtsWells Festival of All Things Art.

Julie Fowler, Executive Director of IMA, invited me to facilitate this conference, based on my previous work with SPARC – Supporting Performing Arts in Rural Communities and the Yukon Arts Presenters Summit. And she recruited co-presenters and panelists from across B.C. to ensure a wide range of perspectives.

A common purpose: creating community

Speaking with Julie, we quickly established a common purpose: to build up a better networked rural festival and arts community.

My approach as facilitator and presenter was focused on creating spaces for participants to get to know each other, share knowledge and know-how, and encourage collaborative learning and action planning. Julie and her wonderful team took care of conference logistics, meals and showcases – 16 in total – at the local Sunset Theatre and the Wells Hotel. She arranged two sessions tailored for musicians.

The conference also had its share of great food by chef Sharon and the kitchen crew and a fine assortment of beverages at showcase and reception venues. Being in a small place, the conference moved as a whole from breakfast at the Wells Hotel to the Wells Community Hall for conference sessions, back up the street for lunch and showcases and then back for more learning. We shared dinner and conversations and then went off to the Sunset Theatre for showcases. A late evening snack invariably appeared at the Pub to maintain the stamina of musicians and participants alike.

I feel that having participants move together in this way, sharing meals and conversations in ever changing configurations, made for closer connections and more meaningful, relevant learning.

Pre-conference professional development

Participants during the audience development session.

The pre-conference professional development day on audience development was attended by most of the conference participants. I delivered a well-honed workshop; modified as usual to suit the rural context. This session was highly interactive, with lots of conversation by all participants and practical learning. This was followed by a full slate of 15-minute 1-on-1 sessions with me. The nine participants brought a wide range of marketing and organizational questions to these intensive conversations.

At the same time, Emma Jarrett, a performance coach, conducted a fantastic hands-on workshop for musicians and anyone else interested in honing their presentation skills.

Creating an open learning environment

I borrowed a networking exercise from the Yukon Arts Presenters Summit (Let’s Get Connected) which in turn the Yukon organizers had modified from SPARC. The four topics were:
•   who you are and what you do
•   your hopes and dreams
•   what you’re seeking
•   what you have to offer

During the Let’s Get Connected process, participants had four 10-minute segments for reflection and conversation at tables of 6 each. A quick way to meet 20+ participants in an hour.

All participants had their picture taken at registration. They recorded the information on their print outs and then discussed it with their group. Every 10 minutes a room full of participants stood up and found a new table of six to move to the next topic. It’s an amazing free-flowing choreography.

With the sheets we created a Living Wall that served as a reminder of the breadth and depth of knowledge and experience each and every participant brought to this conference.

It was a powerful beginning that I feel set the tone for a true working conference: Participants heard their own voices from the start; felt valued as experienced organizers; and they became collaborators in co-creating our conference.

After a short coffee jaunt up to the hotel, I gave a well-received keynote on Co-creating a Culture of Place, in which I made the case, as I have at other conferences, for Vibrant communities fueled by the arts and its community-engaged partnerships. Much of the data in that keynote comes from The Value of Presenting study. This study continues to deepen the conversations about arts presenters and their role and impact in their communities.

After lunch, I had the pleasure of working with Janet Rogers – a Mohawk/Tuscarora writer and broadcaster from the Six Nations in southern Ontario, who was born in Vancouver and has been living on the traditional lands of the Coast Salish people (Victoria, BC) since 1994 – to share information and lead a conversation on Cultural Tourism. I provided context and laid out a cultural tourism landscape. Janet led a conversation on how to access indigenous artists for festivals and events, and encouraged making the necessary contacts early in the event planning process. She proposed that in so doing we could move from the acknowledgement of traditional lands into meaningful inclusion and full participation by indigenous and non-indigenous artists. After all, Aboriginal tourism is seen as a key aspect of expanding Canada’s and BC’s cultural tourism potential.

I felt this was an important and open conversation about an area many of us want to get right but also feel some insecurity about. These protocols are new to most event organizers. What excites me is that meaningful change can happen through our individual decisions and actions, by getting to know each other and speaking openly and respectfully to each other. We don’t have to wait until everything is figured out in the big picture.

A small selection of our Living Wall.

Concurrently, Music BC presented a session for musicians on all of the sources of revenue available to them for their work.

I moved the programmed afternoon networking round tables outside to a walking conversation – thankfully the rain held off and the winds had died down.

Sharing stories and action planning

On the last day of the conference we were in Barkerville.

The morning featured five inspiring stories presented by Julie Fowler, ArtsWells Festival/Island Mountain Arts; Carla Stephenson, Tiny Lights Festival; Karen Jeffery, Sunset Theatre; Deb Beaton Smith, Rifflandia; and Miriam Schilling, Xatśūll Heritage Village, Soda Creek.

The panelists – participants conversation drew the curtain back a little on how to build success, how to sustain arts in small communities and the kind of perseverance, experimentation and serendipity it takes. Everyone was eager to share their experiences and it felt like the perfect transition to move toward action planning.

But first I led a practical workshop on integrated online marketing with Fraser Hayes‘ able assistance. Fraser is the station manager of CFUR Radio in Prince George; a community radio station that has built a substantial integrated online footprint to complement its broadcasts. More insights and specific action items tumbled forth and then we were ready for lunch, a walk about this amazing restored gold rush town and the final two showcases.

The conference concluded with action planning. First I asked everyone to write down key take-aways from the conference, their next action steps and desired short and long-term results. The process requires participants to write the information out twice: one copy to take home and the second copy to be shared with participants. In this way we hope to facilitate network building. (I borrowed this format in condensed form from the Yukon Arts Presenters Summit which was facilitated by Jerry Yoshitomi.) Writing this down twice gives more time to reflect and form greater commitment to taking actions. This exercise moved seamlessly into a robust conversation around participant-identified topics. We collapsed about 10 (!) suggested topics into three broad areas: programming, operations and youth. Participants quickly gravitated toward their topic and a number of specific ideas for collaborations and resource sharing were brought forward.

Finally, in closing, we ended as we began: with participants having the last word through sharing highlights from their own action plans.

It seemed everyone felt confident that this conference was not merely the culmination of a long-standing dream, but that it would be the catalyst to move forward with closer ties between participants and their organizations from all over rural BC.

While the conference concluded officially, conversations continued into the night as some participants stayed for Thanksgiving dinner and more pub time.

More than a week after leaving Wells, these days continue to reverberate in me. I am grateful for the new connections, the new friends I made and for being part of this special community of festival and arts organizers.

New office in Whitehorse complements Ottawa location

Since 2011 my work has taken a decidedly national turn with many visits in every province and territory for research and consultations, training workshops, client projects and conference presentations and keynotes.

To facilitate growing demand and durably expand my client portfolio I have opened a second office in Whitehorse, Yukon in September 2015. You might wonder why Whitehorse? It’s simple: I love the freedom of the Northern landscapes and its magnificent mountains and I have been making friends and working with colleagues who do inspiring work, leading work, at the edges of this vast country. The Yukon has an amazing scene that makes Whitehorse and Dawson brim with arts and culture of all sorts; winters are even busier than summers for all the music, theatre and community activities.

I am thrilled and grateful to work with remarkable clients in Ottawa, too. I take great care to ensure we have plenty of time for face-to-face meetings as much of the impact of our work together lies in the deeper discussions of research findings and insights and the decision-making on implications and next steps.

As I have done for the first nine years of Strategic Moves, I continue to partner with research companies, marketers, creatives and digital whizzes whenever a project benefits from a larger team to deliver the desired results.

Splitting my time between Ottawa and Whitehorse means I have a new favourite airline: Air North has established a twice weekly, direct flight between Ottawa and Whitehorse with a short stop-over in Yellowknife. That means a commute of merely 7 hours to shuttle between my offices: shorter than any other airline and usually cheaper, too.

Finally, contact information is unchanged. As always you can reach me at:

613-558-8433 (mobile, text – gotta love those “long distance included” plans)
ipetri@strategicmoves.ca.
Skype @ inga.petri
WebEx for online meetings.

All to say, I am as accessible as ever and the high degree of responsiveness my clients are accustomed to will continue to be my calling card.

My physical whereabouts in the next few months, pending any additional conferences, workshops and client meetings:

Ottawa, ON – until October 7
Wells, BC – October 8 to 13
Whitehorse, YT – October 14 to 26
Kelowna, BC – October 27 to 31
Ottawa, ON – November 1 to 4
Yarmouth, NS – November 5 to 8
Ottawa, ON – November 9 to 12
Whitehorse, YT – November 13 to 22
Ottawa, ON – November 23 to December 18
Whitehorse, YT – December 18 to January 10

[January 2016: For updates on my engagements across Canada click here.]

I’m excited to increase Strategic Moves’ footprint and to see what new opportunities and connections it will bring about.

2015 Nuit Blanche Whitehorse – The Whitehorse Steam Laundry participatory piece by Sylvie Binette.

2015 Nuit Blanche Whitehorse – Doily Webs by Nicole Bauberger and Jessica Vellenga.

Is it Sustainable? Volunteers in arts and culture

An off-the-cuff remark during the recent SPARC Network Summit, was captured by Chad Ingram of the Minden Times:

“The idea that we’re all volunteer-run [in rural communities] . . . is that sustainable?” [Inga] Petri asked, pointing out that the arts is one of very few industries where people are expected to donate much of their time. “We would never imagine mining to work that way. We would never imagine forestry to work that way.” [Or fisheries for that matter: all industries that are also often located in rural or remote locations in the country.]

So why do we not need to have volunteers running mining companies, like they run community-based arts presenting organizations in many regions of Canada? Why do forestry companies not call for volunteers to support their operations or sales teams, as many arts organizations do? Why such a dearth of volunteers in integral oversight roles in fisheries or construction industries?

Don’t worry. I get it. The performing arts is a sector where labour productivity can’t so easily be increased (that Beethoven symphony requires the same number of musicians today as it did when it premiered), unlike what has been achieved in those other industries through automation and machinery with ever greater capacity requiring ever fewer people. Yet, at the same time labour costs in the arts have to keep pace with inflation and cost of living for artists and administrators (well, that isn’t always the case, but still costs have risen while productivity has not). One response to what has been called Baumol’s Cost Disease means that it is hard to imagine the arts and culture sector existing to the degree it does in Canada without massive volunteer involvement.

Volunteerism – doing useful things in an organized way without pay to make others’ and our own lives better – is a great attribute of being part of a vibrant community. Yet, especially in smaller communities in Canada, worries about attracting, training and retaining volunteers are common. People burn out from the demands of volunteering in the arts, volunteering at the local hospital and any number of charitable and not-for-profit organizations.

We collected pertinent information underscoring the importance of volunteering – and inferred the great importance it signifies in terms of the arts for Canadians – in the Value of Presenting study (links to PDF):

“(…) Canadians who volunteer in the arts and culture sector gave on average more time (127 hours per year) than those in any other sector in 2010. This represents an increase of 21% since 2007, the largest increase of any sector examined at a time when 6 out of 12 sectors registered a decline. (…) When considered in terms of total hours, the amount of volunteer time equates to about 100 million hours. That is equivalent to more than 50,000 full-time jobs.

(…) in the Survey of Performing Arts Presenters … [more than] half of survey participants report more volunteers than staff. The average ratio of volunteers is 17 for each paid staff member. (…)

The profound reliance on volunteers is even more evident among presenters of entire programming seasons in small communities under 5,000 people. They are less likely to have any staff and instead tend to be entirely volunteer run. These rural organizations rely on a day-to-day volunteer complement of an average of 36, with half reporting the use of 12 or fewer volunteers and half reporting more than 12. This increases to an average of 167 during the height of their operations.

I wonder whether this reliance on volunteers is sustainable. And whether it is sufficient to off-set the cost disease that has been diagnosed. And whether it is makes sense and is fair that so many functions (we can look at them as potential full-time jobs) are filled by unpaid labour?

To be clear, arts organizations have also undertaken other strategies to alleviate the inevitable pressures, including:

Higher ticket prices
Advocacy for greater public support
Increase in private, corporate donations
Renegotiating union contracts to reign in costs

While they do not address the underlying structure of the sector, each of these strategies has bought time for many organizations, even if not all in Canada, by generating needed income.

So, where do we go from here?

Well, one place I will go is to the CAPACOA conference in Halifax, where I will discuss Digitizing the Performing Arts and explore whether that could be “the holy grail” to shifting the performing arts presenting sector’s structure toward a new model that suffers less from this dynamic.