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What's involved with
a Mahara implementation?

Derrin Kent        @tdmderrin
MD of TDM.co
Thomas Bell         @thomaswbell88
Implementation Manager at OssServices.com
packtpub.com
What problem does this
  technology solve?
Portfolio-Based
   Learning
        +
Evidence-Based
   Learning
+
A classic failing software
    implementation runs like this:
●
    One educational manager opts to adopt …while others look
      sceptically on.
●
    The educational manager brings in technicians to install,
      configure and launch the software and appoints a champion
      who does not fully understand how to use the software.

●
    Explicit staff and user time is not allocated, neither is any
      further training, guidance and development time planned or
      purchased.
●
    The implementation quickly starts to lose direction and the
      project ultimately fails.
Three broadly distinct
implementation stages
(each with phases within them)...


 1. Analysis and Specification.
 2. Planning, Design and Implementation.
 3. Evaluation and Continuation.
Analysis & Specification
Phase 1: Decide if Mahara is right for you.
Phase 2: Understand your own specific needs and
working conditions.
Phase 3: Choose between running a Mahara-
partner support or running your own installation.
Phase 4: Scope out your implementation plan.
Planning, Design
       and Implementation
Phase 5: Create a Buzz!
Phase 6: Get some quick wins in first
Phase 7: Continuously involve the users in your
planning and design process.
Phase 8: Keep going despite adversity.
Evaluation and Continuation


Phase 9: Review & Re-evaluate.
Phase 10: Change & Embed.
Phase 1: Decide if Mahara is
       right for you.
 Mahara ISN’T…
 • Technically supported (although Mahara Partners
     are available).

 • A Learner Management System which tracks
     progress against Competencies (although it
     does integrate with TotaraLMS + where the TDM
     Evidence tab and progress tracker tools do
     exist).
Mahara IS / CAN…
Klaus Himpsl-
 Gutermann
 (& Peter
 Baumgartner)
 from Danube
 University




https://mahara.org/user/view.php?id=238
Mahara IS Open Source:
No Vendor Lock-In       (Buying Services v’s Renting
Property)

• Cannot be expired
• Tailorable   (theme, codeline, language, architecture)

• Extensible    (Plugins, integrations)

• International Community          (security, roadmap,
   knowledge transfer)
Phase 2: Understand your own
    specific needs and working
    conditions.
                    Understand fully where you are
                    and know exactly why you want
                    to go exactly where...
●
  What educational objectives do you want to
  achieve?
●
  What business objectives do you want to achieve?
●
  What organizational objectives do you want to
  achieve?
If this is a “NO”…..
           ….could you turn it
           into a “YES”?
Do all those involved: your leaders,
teachers/tutors, day-to-day administrators, IT
support staff, and your future end users all have a
common vision for your ePortfolio?
(Even if you are working as a go-it-alone teacher, are you
sure enough  that your students will buy in to this?)
 
If this is a “NO”…..
            ….could you turn it
            into a “YES”?
Is there a supportive external context for your
ePortfolio implementation? Is there explicit support
for this coming to you, for example, from central office,
from government-funded agencies, or from accrediting
bodies, trades guilds or workers’ unions?
If this is a “NO”…..
  ….could you turn it
  into a “YES”?
Is there, and will there be, a
consistent and reliable inflow of
funding for your site’s ongoing
development and support?
If this is a “NO”…..
   ….could you turn it
   into a “YES”?
Will there be a dedicated steering
group of visionaries and power-
brokers who will work to make your
implementation a success?
If this is a “NO”…..
        ….could you turn it
        into a “YES”?
Will you continuously invest to employ or
upskill the competent staff you will need in
order to disseminate knowledge to newer
users?
If this is a “NO”…..
      ….could you turn it
      into a “YES”?
Do you have:
• sufficiently skilled (specific competence)
    and
• available (time/focus)
technical and pedagogical support
infrastructures in place?
If this is a “NO”…..
        ….could you turn it
        into a “YES”?
Do your target end users have appropriate
access to your Mahara system in terms not only
of a reasonable internet supply, but also in
terms of physical access to machines in both
working and home-life contexts?
Complex change and emotional impact
Source: Thousand, J and Villa, R. (2000).  Managing Complex Change
Threshold
Concepts
Gordon Joyes
at Mahara10
Threshold Concepts
         Prof. Gordon Joyes - University of Nottingham
         (following Jan Meyer and Ray Land)


Concept 1. Purpose
Concept 2. Learning Activity Design
Concept 3. Processes
Concept 4. Ownership
Concept 5. Disruptive Nature
Phase 3: Decide whether to
 choose a Mahara Partner
    or to go it alone?
    https://
    mahara.org/partners
Phase 4: Scope out your
        implementation plan.
1. Decide on your implementation timeframe.
2. Ensure you have  staff commitment and allocate staff
     roles.
3. Draft out your initial Mahara  site plan, structure + visual
     design.
4. Draft out your Mahara-specific policies.
5. Start to embed Mahara use into wider institutional and
     program priorities.
      (NB. See book for lots of detailed guidance on these processes) 
Phase 5: Create a Buzz!
• Draw up and implement a communications plan that targets all
    different types of stakeholders
• Publicize some real-life case studies and examples of Mahara
    in action.  (https://mahara.org/newsletter/
• Make sure everyone gets a copy of your new user guide. http
    ://manual.mahara.org.
• Set the Expectations. E.g. explicit incentives and penalties
    connected to user adoption
• Practically help people to overcome barriers.
• Offer support via telephone, face-to-face, live website support or
    you could set up a Mahara group as a helpdesk
• Set up a “User Suggestions” facility
• Set the Standards. One idea is to award  “medals” for
    implementing standards in pages and groups.
Phase 6: Get some
           quick wins in first.
•   Can you identify some instant fixes where using
      Mahara would solve a real problem you are facing?
•   Can you identify which of your user groups would
      respond best to an  ePortfolio as a media for
      learning delivery?
•   Can you quickly prove that Mahara adoption will be
      worth the effort?
Phase 7: Continuously involve
the users in your planning and
       design process.
   • Conduct regular response analyses.
   • Get together for strategy reviews.
   • Do something in response to what you find out.

Remember: a proper Mahara site isn’t a miracle of
people;
it is  a miracle of community  
Phase 8: Keep going
 despite adversity.
“Implementation Resisters”
require two types of “Situational
Response Tactics” to deal with
them:
• Tactic 1: Big Bombs
• Tactic 2: Sniper Fire
People you love can become
      Implementation Resisters…
The Pessimist might say: “We can’t change! We’re doomed!”
The Pragmatist might say: “We’ve done enough, let’s not change too
far!”
The Technophobe might say: “This is too difficult for me, it’s not fair!”
The Traditionalist might say: “I'm just too busy for this, this is a nice
to do, not a have-to-do!”
The Cynic may say: “This is just a passing fad, ignore it, it will go
away!”

...and, the implementation team's worst enemy,…
The Critic might say: “Rise up and rebel! We cannot allow this to
happen!”
Situational Response Tactic 1:
         BIG BOMBS
 •   Powerbroker support
 •   Identify and provide missing information
 •   Visiting expert
 •   Generic questionnaires
 •   User guide promotions
 •   Poster campaign
 •   Competitions and celebrations:
 •   Mass emails, newsletters, SMS, news forums
 •   Formal training event
Situational Response Tactic 2:
         SNIPER FIRE
• Corridor Conversations
• Mentor Matching
• Targeted emails / SMS messages / phone calls
• Targeted feedback questionnaires and response
   strategy
Phase 9: Review and Re-evaluate.
Easier said than done!!
•   Are the people really recording and linking to their knowledge in Mahara?
•   If not, why not?  How can you make it happen?
•   Is Mahara helping learners to achieve their qualifications?
•   Is Mahara helping people to do their work?
•   Can you offer targeted support for groups who have been slow to
        engage?
•   Does everything really have to be digital?
•   Are people actually identifying and meeting their learning, career and
        personal goals?
•   Is learning over Mahara ever being delivered more effectively through
        other online or offline approaches?
•   Are there variations in success between different types of learners?
•   Are there any good reasons for the variations?
•   How should you respond to these variations?
•   Do the groups, forums, or learning program briefs always match the
        aspirations and needs of the learners?
Do we measure what we value?
•    Could you yourself set performance improvement targets based on metrics
         gathered from the sorts of questions you have just asked?
•   Are achievement targets set for all courses at all levels?
•   Is Mahara participation a requirement?
•   Should it be a requirement?
•   Should you set participation targets or might that have a negative effect?
•   If any targets are set, is everyone made aware of those targets?
•   How?
•   How effectively?
•   Are staff or users themselves involved in the target setting?
•   How do you communicate progress against targets?
•   Simple graphical displays?
•   How do you celebrate and reward individual successes and collective progress
        against targets?
•   Are targets revised frequently enough? By whom? How ambitiously?
•   Do you care about all these targets?
•   Wouldn’t it be best to leave the whole Mahara  to grow ad hoc?
Phase 10: Change and Embed.
A thriving Mahara site will often be in a constant state of
flux, changing with the needs and focuses of the
organization and its people, embedding itself deeper and
deeper as an element of the wider e-institution.
• Is Mahara usage going to be integral to your business
    development plan? (This is the information age after all, and
    your country may even be a knowledge-based economy like the
    UK and USA?).
• Will Mahara usage be integral to your organizational policies and
    procedures?
• Will staff responsibilities for Mahara usage and management be a
    defined and re-numerated element of their job description? Or
    would you prefer to leave Mahara to be a self-managing
    phenomenon? 
 
DIRECTIVE
                 Top Down
EXPERT-ENGAGED
                     or
NEGOTIATED
                 Bottom Up
STEERING GROUP       ?
PARTICIPATORY
*:   info@OssServices.com


(:   0333 10 100 89

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Derrin Kent & Thomas W Bell - What's involved with a Mahara implementation

  • 1. What's involved with a Mahara implementation? Derrin Kent @tdmderrin MD of TDM.co Thomas Bell @thomaswbell88 Implementation Manager at OssServices.com
  • 2.
  • 4. What problem does this technology solve?
  • 5.
  • 6. Portfolio-Based Learning + Evidence-Based Learning
  • 7. +
  • 8. A classic failing software implementation runs like this: ● One educational manager opts to adopt …while others look sceptically on. ● The educational manager brings in technicians to install, configure and launch the software and appoints a champion who does not fully understand how to use the software. ● Explicit staff and user time is not allocated, neither is any further training, guidance and development time planned or purchased. ● The implementation quickly starts to lose direction and the project ultimately fails.
  • 9.
  • 10. Three broadly distinct implementation stages (each with phases within them)... 1. Analysis and Specification. 2. Planning, Design and Implementation. 3. Evaluation and Continuation.
  • 11. Analysis & Specification Phase 1: Decide if Mahara is right for you. Phase 2: Understand your own specific needs and working conditions. Phase 3: Choose between running a Mahara- partner support or running your own installation. Phase 4: Scope out your implementation plan.
  • 12. Planning, Design and Implementation Phase 5: Create a Buzz! Phase 6: Get some quick wins in first Phase 7: Continuously involve the users in your planning and design process. Phase 8: Keep going despite adversity.
  • 13. Evaluation and Continuation Phase 9: Review & Re-evaluate. Phase 10: Change & Embed.
  • 14. Phase 1: Decide if Mahara is right for you. Mahara ISN’T… • Technically supported (although Mahara Partners are available). • A Learner Management System which tracks progress against Competencies (although it does integrate with TotaraLMS + where the TDM Evidence tab and progress tracker tools do exist).
  • 15. Mahara IS / CAN…
  • 16. Klaus Himpsl- Gutermann (& Peter Baumgartner) from Danube University https://mahara.org/user/view.php?id=238
  • 17. Mahara IS Open Source: No Vendor Lock-In (Buying Services v’s Renting Property) • Cannot be expired • Tailorable (theme, codeline, language, architecture) • Extensible (Plugins, integrations) • International Community (security, roadmap, knowledge transfer)
  • 18. Phase 2: Understand your own specific needs and working conditions. Understand fully where you are and know exactly why you want to go exactly where... ● What educational objectives do you want to achieve? ● What business objectives do you want to achieve? ● What organizational objectives do you want to achieve?
  • 19. If this is a “NO”….. ….could you turn it into a “YES”? Do all those involved: your leaders, teachers/tutors, day-to-day administrators, IT support staff, and your future end users all have a common vision for your ePortfolio? (Even if you are working as a go-it-alone teacher, are you sure enough  that your students will buy in to this?)  
  • 20. If this is a “NO”….. ….could you turn it into a “YES”? Is there a supportive external context for your ePortfolio implementation? Is there explicit support for this coming to you, for example, from central office, from government-funded agencies, or from accrediting bodies, trades guilds or workers’ unions?
  • 21. If this is a “NO”….. ….could you turn it into a “YES”? Is there, and will there be, a consistent and reliable inflow of funding for your site’s ongoing development and support?
  • 22. If this is a “NO”….. ….could you turn it into a “YES”? Will there be a dedicated steering group of visionaries and power- brokers who will work to make your implementation a success?
  • 23. If this is a “NO”….. ….could you turn it into a “YES”? Will you continuously invest to employ or upskill the competent staff you will need in order to disseminate knowledge to newer users?
  • 24. If this is a “NO”….. ….could you turn it into a “YES”? Do you have: • sufficiently skilled (specific competence) and • available (time/focus) technical and pedagogical support infrastructures in place?
  • 25. If this is a “NO”….. ….could you turn it into a “YES”? Do your target end users have appropriate access to your Mahara system in terms not only of a reasonable internet supply, but also in terms of physical access to machines in both working and home-life contexts?
  • 26. Complex change and emotional impact Source: Thousand, J and Villa, R. (2000).  Managing Complex Change
  • 28. Threshold Concepts Prof. Gordon Joyes - University of Nottingham (following Jan Meyer and Ray Land) Concept 1. Purpose Concept 2. Learning Activity Design Concept 3. Processes Concept 4. Ownership Concept 5. Disruptive Nature
  • 29. Phase 3: Decide whether to choose a Mahara Partner or to go it alone? https:// mahara.org/partners
  • 30. Phase 4: Scope out your implementation plan. 1. Decide on your implementation timeframe. 2. Ensure you have  staff commitment and allocate staff roles. 3. Draft out your initial Mahara  site plan, structure + visual design. 4. Draft out your Mahara-specific policies. 5. Start to embed Mahara use into wider institutional and program priorities. (NB. See book for lots of detailed guidance on these processes) 
  • 31. Phase 5: Create a Buzz! • Draw up and implement a communications plan that targets all different types of stakeholders • Publicize some real-life case studies and examples of Mahara in action.  (https://mahara.org/newsletter/ • Make sure everyone gets a copy of your new user guide. http ://manual.mahara.org. • Set the Expectations. E.g. explicit incentives and penalties connected to user adoption • Practically help people to overcome barriers. • Offer support via telephone, face-to-face, live website support or you could set up a Mahara group as a helpdesk • Set up a “User Suggestions” facility • Set the Standards. One idea is to award  “medals” for implementing standards in pages and groups.
  • 32. Phase 6: Get some quick wins in first. • Can you identify some instant fixes where using Mahara would solve a real problem you are facing? • Can you identify which of your user groups would respond best to an  ePortfolio as a media for learning delivery? • Can you quickly prove that Mahara adoption will be worth the effort?
  • 33. Phase 7: Continuously involve the users in your planning and design process. • Conduct regular response analyses. • Get together for strategy reviews. • Do something in response to what you find out. Remember: a proper Mahara site isn’t a miracle of people; it is  a miracle of community  
  • 34. Phase 8: Keep going despite adversity. “Implementation Resisters” require two types of “Situational Response Tactics” to deal with them: • Tactic 1: Big Bombs • Tactic 2: Sniper Fire
  • 35. People you love can become Implementation Resisters… The Pessimist might say: “We can’t change! We’re doomed!” The Pragmatist might say: “We’ve done enough, let’s not change too far!” The Technophobe might say: “This is too difficult for me, it’s not fair!” The Traditionalist might say: “I'm just too busy for this, this is a nice to do, not a have-to-do!” The Cynic may say: “This is just a passing fad, ignore it, it will go away!” ...and, the implementation team's worst enemy,… The Critic might say: “Rise up and rebel! We cannot allow this to happen!”
  • 36. Situational Response Tactic 1: BIG BOMBS • Powerbroker support • Identify and provide missing information • Visiting expert • Generic questionnaires • User guide promotions • Poster campaign • Competitions and celebrations: • Mass emails, newsletters, SMS, news forums • Formal training event
  • 37. Situational Response Tactic 2: SNIPER FIRE • Corridor Conversations • Mentor Matching • Targeted emails / SMS messages / phone calls • Targeted feedback questionnaires and response strategy
  • 38. Phase 9: Review and Re-evaluate. Easier said than done!! • Are the people really recording and linking to their knowledge in Mahara? • If not, why not?  How can you make it happen? • Is Mahara helping learners to achieve their qualifications? • Is Mahara helping people to do their work? • Can you offer targeted support for groups who have been slow to engage? • Does everything really have to be digital? • Are people actually identifying and meeting their learning, career and personal goals? • Is learning over Mahara ever being delivered more effectively through other online or offline approaches? • Are there variations in success between different types of learners? • Are there any good reasons for the variations? • How should you respond to these variations? • Do the groups, forums, or learning program briefs always match the aspirations and needs of the learners?
  • 39. Do we measure what we value? • Could you yourself set performance improvement targets based on metrics gathered from the sorts of questions you have just asked? • Are achievement targets set for all courses at all levels? • Is Mahara participation a requirement? • Should it be a requirement? • Should you set participation targets or might that have a negative effect? • If any targets are set, is everyone made aware of those targets? • How? • How effectively? • Are staff or users themselves involved in the target setting? • How do you communicate progress against targets? • Simple graphical displays? • How do you celebrate and reward individual successes and collective progress against targets? • Are targets revised frequently enough? By whom? How ambitiously? • Do you care about all these targets? • Wouldn’t it be best to leave the whole Mahara  to grow ad hoc?
  • 40. Phase 10: Change and Embed. A thriving Mahara site will often be in a constant state of flux, changing with the needs and focuses of the organization and its people, embedding itself deeper and deeper as an element of the wider e-institution. • Is Mahara usage going to be integral to your business development plan? (This is the information age after all, and your country may even be a knowledge-based economy like the UK and USA?). • Will Mahara usage be integral to your organizational policies and procedures? • Will staff responsibilities for Mahara usage and management be a defined and re-numerated element of their job description? Or would you prefer to leave Mahara to be a self-managing phenomenon?   
  • 41. DIRECTIVE Top Down EXPERT-ENGAGED or NEGOTIATED Bottom Up STEERING GROUP ? PARTICIPATORY
  • 42. *: info@OssServices.com (: 0333 10 100 89