A Beginner's Guide to Instagram Reels, Stories, & the Grid: what to post where

Instagram is a fun place to market a cultural org, but it’s also a complicated space in which to work. It has so many layers and ways to post, and to a certain extent they all work together - which just makes it even more confusing to people trying to get the most out of the platform! It all makes Twitter seem very straightforward by comparison.

It is worth trying to do Instagram well, however. It’s worth taking the time to familiarise yourself with what each facet of it does, and then craft content for your audiences.

Before we go into the details, let’s look at how an Instagram account is displayed to its audience.

(Click the pic to open a larger version in a new window)

So, what do you post, and where should it go? At the time of writing, there are four ways to post Instagram content.

The Grid

The Grid is the bread-and-butter, the ‘main’ posts you put on your Instagram account. It can be photos or videos. It’s what people see when they click on your profile. You might post a few times a week to the Grid, even if you post more often to Stories.

In the library world, it’s photos of interesting things that do well here, rather than incredible photography per se. A perfect shot of a book, taken on an expensive camera, will reach fewer people than a nice picture of your library’s interior taken on your phone.

Remember: pictures of Words do not work! Shots of library interiors seem to do really well, as to shots of library exteriors… Archive photography is always popular. It’s worth noting that not all your posts have to be about your library: images of the geographic location you’re in are often popular, as in this Liverpool Uni Library example.

Shots of objects from Special Collections often get engagement, like this one from the BL.

View this post on Instagram

A post shared by British Library (@britishlibrary)

Stories

Stories are 15 second videos (or a longer video broken into 15s chunks) or a 7 second-long still. They’re orientated as portrait rather than landscape or square. because they’re only really intended to be viewed on phones. They can have music and gifs and animations and - crucially - links, added to them, natively in Instagram. They do NOT appear on your grid; they’re found when people click your profile pic. They disappear after 24 hours - but they can be pinned in themes to be found later by the more curious among your followers. And the more you use them well, the more your account will grow and the greater your engagement will be with your audience… Got all that? Just in case anyone is still scratching their head, the next post in the Instagram Mini Series will be All About Stories in more detail.

Reels

Reels are a brilliant opportunity for all of us. There’s a whole post on Reels coming up, but in essence they are portrait videos, maximum 90 seconds long, and massively favoured by the algorithm. They’re shared waaaay more widely than any other type of Instagram post - the reach will be several times that of a regular video or image. (Confusingly, Reels also appear on your Grid unless you disable this, but let’s not dwell on that now!)

Here’s the kind of content that seems to suit Reels well - firstly the Book Sorter POV video which I made by literally blutacking a GoPro to a book! It’s not serious, it’s a bit silly, but it’s also introducing people to the Book Return machine by stealth…

View this post on Instagram

A post shared by Uni of York Library & Archives (@uoylibrary)

View this post on Instagram

A post shared by Uni of York Library & Archives (@uoylibrary)

Music is important in Reels, so the second video with shots of the library cut to fit with the music behind it, is a type that can work well.

Instagram TV

Instagram TV is almost not worth worrying about at all. It use to be IGTV and was the home of any videos longer than 1 minute. It didn’t really work, no one watched it, so they rebranded it to Instagram TV at the end of 2021 and now all your videos go there, regardless of length - except Reels. It’s really little more than filter now - people can click on the relevant tab on your profile and see all your videos (except your Reels!) in one place - but they can find them all on your Grid anyway. The thing about regular videos - rather than Reels - is that they simply do not get seen. Instagram doesn’t share them. So even brilliant videos won’t find an audience.

The tl;dr is, focus your energies on the Grid, Reels, and Stories.

---

This is Part 6 in the Instagram Series. Read Parts 1 - 5 if you’re interested.

Everyone is posting pictures of words to Instagram... and nobody should

Part 5 in the Instagram Series. Read Parts 1 - 4 are here. If you want. No pressure.

If there’s one social media rule that is universal across platforms, industries and sectors, it’s this:

Learn what your audience likes, and do more of it.

The other side of this coin is, of course, to do less of what your audience doesn’t engage with. It’s incredibly easy to follow these maxims; you don’t need pay for any tools or be an analytics guru. Just click on your posts and compare their views / reach / impressions and you’ll quickly learn what works for your community, and what doesn’t.

With that in mind, cultural orgs please, please, please:

I see it happening all the time and it never gets engagement - which means, essentially, almost no one sees the message. You know the sort of thing - photos of book covers, or motivational quotes, or graphics, or photos of signs, or ‘resource of the week’ posters. And in every single case, there’s a massive drop in Likes compared to when they post ‘captured’ images (rather than created ones) of buildings, or spaces, or interesting objects.

If you visit any Instagram profile on a PC (rather than on your phone) you can hover over a post to see how many Likes it has so you can see for yourselves. Go to literally any library, HE or museum Insta account and do some hovering. A new account still finding its feet might get 20 Likes for a picture of a building, but only 4 Likes for a Picture of Words. A really, really successful account with a big following might get 200 Likes for a Picture of Words! But hover over the captured picture of the interior of their building next to it, and you’ll see that has 780 Likes. It’s the same everywhere.

Why does it matter?

In short: if you want a message seen, it needs engagement from your followers because Likes equal Reach.

Instagram is not as straightforward as Twitter. If you follow me on Twitter and I post at 1pm and you’re online at 1pm, you’ll see my post. Instagram is a lot fuzzier, and will not just show your posts to your followers in a simple way - the more people engage initially, the more of your followers will see it.

Likes, Comments and Shares are vital as the more you get, the more people Instagram’s algorithm will show your post to. A really important message about the library closing early simply won’t reach anyone if it’s just a screenshot of the words ‘the library is closing early today’ because no one will hit Like. So no one knows you’re closed early!

Have a look at this comparison from my library’s Insta account. This isn’t quite a full ‘pictures of words’ because we don’t post any, but it’s an example of an unsuitable picture for Instagram and shows you the impact engagement has on reach. For various reasons that I won’t bore you with now, I posted a picture of a case that I absolutely knew wouldn’t get much engagement. It’s a great photo but it’s not OF the kinds of things our audience respond best to, so as a result it got a very low number of Likes. Next to it is a more regular post, of our buildings looking dramatic at night, which got many more Likes.

The heart symbol represents Likes, the Quote symbol is Comments, the Arrow symbol represents people Forwarding the post, and the Bookmark symbol is people saving the post to their Favourites.

The key thing to look at is of course Accounts reached: 392 for the case, and 834 - over twice as many - for the building. So it’s not just a bit of a shame we didn’t get more Likes for the briefcase post; it’s ineffective communication that is only getting to a fraction of the target audience.

We all have key messages. We all have things which we need our audiences to hear. Not all of them have suitable visual metaphors. So how do you get those messages out?

Use Stories Instead

Option 1 is to take the words and put then into a Story.

Words work fine in Stories, people expect them. Especially anything time-sensitive, pertaining to events that day - just use a Story to spread the news.

The more you use Stories (for the kinds of things you might use a tweet for) the more your audience comes to expect you to use them and looks out for them.

When we ask our students how they get updates from the Library, every single undergraduate - every one - says Instagram Stories.

Here the BL are using several Stories in a row for a larger narrative - most users are happy to tap through a few Stories in a row if your message is too long to fit in one screen

Remember Stories can have URLs in, unlike Grid posts - so you can post a few words and a link to more information

A classic Not That Interesting But Still Important post, which wouldn’t work on the Grid but is perfect for Stories

Use the caption

Option 2 is simply to pair the message with a good picture and more people will see it. Obivously Instagram is a visual medium but you can use the caption for detailed info if the situation warrants it - just phrase it in an engaging way!

Does the picture have to match the news in the caption? No it doesn’t. It’s better if it does, but it’s not essential - what’s essential is choosing a pic people will Like, so more people get the news you need them to hear.

Here’s an example from my library of using a pic for reach, but the caption to deliver important messaging. I was so pleased with this picture when I took it - the colours were just good that day with the bright sun and blue skies and green grass - that I didn’t post it right away, I saved it for exactly this kind of situation where we needed Reach.

View this post on Instagram

A post shared by Uni of York Library & Archives (@uoylibrary)

Post multiple images, and keep the words of the ‘front cover’…

Option 3 is to get creative by smuggling Pictures Of Words in as part of a post with multiple images. Here’s an example of this - I took a nice picture of the library in the sun, and then used multiple further pictures with words on, and the caption, to tell the audience the info I needed them to know. It got lots of Likes and so lots of people saw it - which absolutely would not have been the case if I’d just posted the Zones-related graphics.

View this post on Instagram

A post shared by Uni of York Library & Archives (@uoylibrary)

Here are the Insights for that picture. As you can see the accounts reached figure is higher than the previous examples - 1,428 - because of the higher levels of engagement. It’s not just the 160 Likes, it’s the fact that 36 people Bookmarked it, 74 people visited our profile after viewing the picture.

You can also see that 32% of the views were from people who weren’t following us, and that 36 people followed us directly as a result of seeing this post - so Reach helps you find users who didn’t yet know you were on Instagram, as well as ensuring as many existing followers see key messages as possible…

I really hope I’ve convinced you not to post ‘created’ images or pictures of words from now on! If you’ve been doing so up till now don’t feel bad, because EVERYONE does it. But do yourself a favour, reach more people, and do more of what your audience likes.

---

I’ve run a lot of in-house workshops for various cultural organisations, in which I audit their social media and come up with recommendations, working with staff on what they feel comfortable implementing. If you’d like to discuss social media training, get in touch!

It's 10 years since The Library Marketing Toolkit was published!

It’s a summer of Tin anniversaries for me - first 10 years of freelancing, and now 10 years since my book, The Library Marketing Toolkit, was launched into the world on this very day in 2012.

Facet Publishing approached me in late 2010 about writing a book on marketing libraries. They were actively seeking to bring more ‘new professionals’ into their author-pool at the time, and I think I was a major beneficiary of that - I wasn’t nearly as qualified to write a book on this subject back then than I am now! Bethan Ruddock also wrote The New Professionals Toolkit over the same sort of time-period, and it was an exciting era for sure.

The timing was actually pretty tricky for me, because another thing that happened in 2010 was my daughter being born. When I was asked about writing the book I initially said ‘I would love to do this but I can’t do it this year’ and whilst Facet were very understanding, they did say that the book would be written by SOMEONE this year and they’d like it be me, but if it would happen without me if I couldn’t do it. So my wife and I talked about it and decided that for the doors it would open, writing a book would be a worthwhile short-term crisis to have… It was, just about, but I wouldn’t recommend having a new baby and a book to write to anyone, because if you’ve got a full-time job as I did then you’re writing at weekends and in the evenings, whilst trying to parent, and that is pretty brutal. Thank you so much to Alice for putting up with all the accommodations necessary to get the book done.

The sales figures

Books about libraries are niche. There are a handful of publishers, most selling books at VERY high prices in order to meet their costs, selling mainly to libraries and sometimes to librarians. The books don’t sell in large numbers; I was told that 300 would be a decent number to sell.

Mine turned out to be one of Facet’s best ever sellers, and the total sales figures after a decade are these: 2118 books sold, of which 1916 are paperbacks and 202 are ebooks. It continues to sell a handful of copies each year.

I took this screenshot when it reached number 1 in the Amazon.co.uk chart (and by chart I mean the super-specialist chart library-related books go into…); I had a similar one when it did the same thing in the US Amazon chart but I can’t find it now. I don’t mind telling you I was unashamedly thrilled about this!

Is this Windows XP? Either way it’s time-capsule of a screen-shot…

I didn’t keep a regular track on its chart position, but in 2013 it did briefly rise to number 17 in the overall (not just library-related, but all industries) chart for Public Relations, which was exciting…

The Open Access debate: does it harm sales? (Spoiler alert: no.)

One particular detail I find interesting, is what happened when I made chapters available Open Access. When I wrote the book in 2010/11, OA was not something I was aware of at all. Then as I was educated about it by my network on Twitter, I started to pester Facet about letting me make some or all of the Toolkit available Open Access. They were kind enough to let me make four chapters available OA: I know this isn’t the ideal scenario of the whole book but this was a new area to them with their policy still under development, and I really appreciated them being more flexible than saying either ‘no’ or ‘one chapter only’.

Anyway, up until 2015, the Toolkit sales had basically halved each year. It happened like clockwork - around 1,000 sales in the first year, around 500 in the second, around 250 in the third and so on. However, the year after I made the OA chapters available, sales didn’t halve, for the first time ever; in fact they stayed the same as the previous year.

Now, there is definitely correlation there - can we claim causation? Of course we can’t be completely sure - who knows what other factors were at play in book sales over the 12 months - but I see it as fairly compelling evidence that apart from being A Good Thing generally, OA can also lead to more book sales than would have been the case without it.

In addition to this of course, lots more people have read the OA chapters so more people see the work. At the time of writing, the most popular OA chapter from the Toolkit is the Strategic Marketing chapter, which has been downloaded 2,042 times, which is very close to the 2,118 book sales; between them the OA chapters have been downloaded over 4,000 times.

The writing process

Some stuff came very easily as I was writing - all the social media things for example - and other things required a lot more chipping away at to work properly. I showed the chapter on strategy to my friend Andy Priestner because I was really struggling with it. He gave me SUCH useful feedback, especially about the level of ambition the chapter was showing: essentially his point was (and my memory is genuinely abject so sorry if I’m misquoting you here Andy): if you’re going to get people to do strategic marketing, they need to aim higher than you’re suggesting in your chapter: they need to change user behaviour and that’s no small thing. This advice was so important, no just to the book but to my overall approach to marketing, and I still talk about ambition in marketing in the workshops I run today, 11 years later.

I have learned things about the way my brain works over time: one is that I have to get SOMETHING down and then make it good later, rather than trying to write well straight away. Whether it’s a presentation, an article, or even a whole book: some sort of draft - honestly, it can be any old nonsense - is needed before I can make sense of ideas and organise them. I then rewrite the rubbish draft, and then refine, refine, refine. So in I finished a draft and sent it off to Facet in December 2011, not in the hope that they’d like it but in order to have finished part 1 of the process - writing something down - so I could get on with part 2, writing something good.

At this point I started making major revisions, literally ditching entire chapters and restructuring whole sections of the book, and in the meantime Facet sent the 1st draft to Antony Brewerton, I think at my suggestion because I really admired his thoughts on libraries. He came back with a review of it, and quite honestly it was BRUTAL. There was nothing unkind about it and he was very encouraging, but he pointed some flaws I was all too aware of and it was savage to read it.

I just found it and reread it, 10 and a half years later, and it was still painful: my skin went hot and I think I probably went red, sat here at my PC in 2022 - it was so spot on as to the problems with the book. As well as pointing out stuff I already knew was a problem, he also had a huge number of constructive suggestions and drew attention to lots of things I didn’t know were problematic until he pointed them out.

In short, it was exactly what I needed. Some things I couldn’t change (Antony wanted to see more evidence of marketing campaigns I’d run, but at that stage I simply hadn’t led any!) but all the things I could change I did. In early 2012 between January 25 and February 20 I rewrote the book into the version that exists today.

If by any chance you’ve read the book and found it useful, thank Andy and Antony if you see them!

The publishing process

The publishing process itself was surprisingly painless. An early conversation with the publisher was about writing style - could I write in my own voice? The answer came back yes, very much so. I think this the only way I could have got through it, because I dislike academic writing intensely. The amount of great ideas that haven’t had the traction they should have in librarianship, because their authors have used the construct of academic writing to communicate, drives me mad.

Facet worked with me on the process of working out exactly what the book should be and the kinds of chapters it should contain. They were happy for me to either write it all or edit a volume of contributed chapters; I wanted a halfway house with case studies, which they were fine with. We agreed the deadline and wordcount, they supplied me with a style guide, and then largely left me to get on with it, rather than constantly checking on progress, which I hugely appreciated. They were really supportive when I needed support (especially Sarah Busby, the commissioning editor at the time), but didn’t micromanage anything.

I opted to pay for an indexer rather than to do the indexing myself - a decision I would highly recommend! They’re really good at it and by that stage of the process you are completely sick of your own work… It’s worth noting that while a publisher will do some marketing of your book, it’s really on you. If you want to sell copies, you need to put the work in to market it. So I set up a website for mine, I made a Slideshare presentation about it, it had its own twitter account. I really went for it, and that’s what you have to do to raise awareness and shift copies.

There were some great reviews, and the ones I loved were the ones which really got where I was coming from - not just telling people how to market their library, but trying to reassure them that they could. One review in the Australian Library Journal ended like this and really made my week:

“The whole book has a reassuring and inspiring tone: ideas and approaches outlined in the book appear absolutely achievable and commonsensical. I suggest that you buy, borrow or beg a copy today.”

The case studies

To be absolutely frank, there’s not a lot of my own writing in the book which I fully stand by now. It’s not that I disagree with past me, it’s that I’ve learned so much since that’s superseded what I wrote.

However what really holds up a decade later is the case studies. I could not believe the people who said yes to writing for my book! I am still honoured they did, and they wrote REALLY great stuff. Thank you so much to everyone who contributed to this! They all did so for free (I actually negotiated my own royalties down in order to get them each a free copy of the book as payment) and I’m hugely grateful.

The follow-up…

I’ve been asked more than once to write a sequel to the book, and I have not done so. This is mainly because it was a huge amount of work, a sort of once-in-a-lifetime level of commitment.

I haven’t ruled out self-publishing a book though: the attraction would be I could sell it waaay cheaper, I could publish it on the timeline of my choosing, and make it the length I wanted rather than needing to achieve any sort of target. So if I ever write a follow-up, I’ll let you know.

If you’ve bought the Toolkit for yourself or your library, or read any of the OA chapters, then thank you! I hope it was useful.

Instagram guidelines for libraries

After a brief departure last time to mark the 10th anniversary of my becoming a library trainer, this time we’re back to the Instagram Mini Series. Click that link for the previous 3 entries, all of which focus on why to have an account.

Sharing our own Insta guidelines

For this post we’re moving on from the Why to the How. Specifically, how my library - @UoYLibrary on Instagram - does things: an org approached us and asked to share our internal guidance doc with them, and after some discussion amongst ourselves (and a senior manager) to check everyone was comfortable with this, we did so.

At that point we thought why not share them more widely for anyone else who is interested? So here they are - there are some caveats and context below but if you just want to see the doc, this is the doc:

>>> University of York Library’s Instagram Guidelines.

There’s a lot of stats towards the end of this post on the impact adopting these principles has had on our own account, but in short, using these guidelines we’ve increased our Instagram reach by 1149% in 12 months. This stuff really works!

The caveat

This is an internal doc. It’s literally just the guidance I wrote for York staff who help me do the Instagram. So that means it’s not a definitive all encompassing guide! There are probably things we’ve talked about internally which everyone knows, so it’s not codified here. Also, we’re an academic library so it may be skewed towards that sector. Generally speaking though, I think pretty much everything here is applicable to any non-profits using Instagram.

Another small caveat is, I’m not trying to present York’s Insta as the finished article, the account to which everyone should aspire… We’re still learning, still improving, still trying to increase our reach. We don’t nail everything, we still post things people don’t respond to. We’re a work in progress, and this post is really about how to make that progress happen.

The context

Our Instagram was created in 2016 by a Comms Team rather than by us in the library. We finally got control of it ourselves in mid-2017. From that point on it went okay, gradually building up followers and levels of engagement but not setting the world on fire.

From the time of the pandemic starting, I started to spend much more time actively involved in the social media rather than just writing the guidelines, and our Instagram use increased accordingly. We posted a lot more to the Grid, essentially tried harder and, frankly, started to do more of the things I was always telling other libraries to do in social media workshops. It worked well, but it was still very much in the shade of our Twitter account, and not quite hitting the heights we wanted.

Exactly a year ago, I decided that we needed to invest more time in Instagram and make it work better.

Instagram is absolutely essential for reaching undergrads

It is THE communication channel on which to get messages to undergraduates, nothing else comes close. Our Twitter was doing really well and was where we put the most time, and all that time paid off with lots of growth and engagement - but I did some follower analysis and, at least among those who engaged by replying and quote-tweeting us, it was clear that our audience there primarily consisted of PostGrads , Researchers and Academics. So our key social media messages were not getting through to UGs, and Insta is the answer to that problem.

In 2021 I co-presented at an event with Liverpool Uni Library, whose social media really is something of a gold standard in academic libraries, and before the event we chatted on zoom - they had grown their Instagram massively in recent times, which made me think perhaps we could do the same. So I asked my colleague Rebecca Connolly to go on a little fact-finding mission and check out Liverpool, Glasgow and other Uni libraries with good Instagram engagement went about their business and what we could learn. Rebecca produced a brilliant report and we set to work on transforming our Insta into something much more effective for getting key messages out to UGs in particular - a process which is still ongoing.

How we changed our Insta

Some things we tweaked right away, like following more York based accounts, and using Stories a lot more. Using Stories is key and I really feel like it was something I didn’t understand well enough before Rebecca became involved with the account at York; she is an essential part of the progress we’ve made. Stories are so good for newsy items, and the more success you have with Stories the better things seem to go on the Grid too.

Other things evolved over time, like avoiding the use of words and graphics on the grid (only using them on Stories), and making sure to pair big announcements in the captions (NOT the picture) with visually arresting pictures of the library.

If you’ve not read the guidance doc linked at the top of this post, have a look - we basically did all the things in that document! In addition to all that, we’ve created and posted a lot more Reels (you can see all our Reels videos here), and also tried some fancy split photography, that involves dividing a wide-angle shot up into even squares so it can be seamlessly swiped through. Here’s an example of that I posted yesterday which I really like…

View this post on Instagram

A post shared by Uni of York Library & Archives (@uoylibrary)

The results: our increased Instagram engagement

With any kind of social media, I’m always looking for engagement rather than follower numbers. I want more followers of course - a larger audience of students and staff for our key messages - but they come naturally as a by-product of posting stuff which gets engagement. So for Instagram I’m looking at Likes, Comments, Shares, and Reach, and hoping that if we increase those our followers will increase at the same time.

As it happens, our followers have increased by about a thousand people in the last twelve months. That’s great. More excitingly for me, is that the number of Likes has gone up 42%, despite us posting slightly less frequently overall, so the Likes Per Post has actually gone up 69% - in essence meaning we’re posting stuff the students actually respond to, more of the time. Over 2 years, our total number of Likes have increased by over 350%.

Shares are way up, and Comments also increased which is great because we want that interaction and chance to answer questions - up over 600% over the two years. What isn’t captured by the analytics is the amount of DMs we’ve had - either just messages out of the blue or responses to questions in our Stories. I can’t get figures on this without manually counting but the increase is huge - people love feeding back one-to-one on Instagram.

The reach is the thing that most amazed me though - an increase of over one thousand percent in the 12 months is just fantastic. And the reason is because if people don’t Like your posts, Instagram doesn’t share them widely - so now we’re posting content that gets engagement, a much higher proportion of our followers are seeing our posts. This means our key messages are reaching more undergraduates, and that was the whole aim of this focused attempt to increase engagement.

Like with all social media, the key thing is to learn what your particular community responds best to, and do more of it.

Finally… Do check out Liverpool, they’re so good

So that’s it! There was a lot to get through in this post; if you’ve made this far, I salute you… I hope people find these guidelines useful, and if you have any questions leave me a comment below.

I’ll leave you with a recommendation to look at Uni of Liverpool Library’s Instagram account - however good our numbers are I know theirs will be astronomically better! They’re really good at this stuff, and you’ll find them @livunilibrary.

---

Interested in Instagram training for your library or cultural org? Details of my social media workshops here.

So you want to be a library freelancer?

10 years ago today I did my first ever freelance work. It was for the Latvian Ministry of Culture (of all people!) and within 12 months I’d run workshops for the Bodleian, then UKeIG, then the British Library, all of whom I still run workshops for a decade later, and I was off. I went down to 90% in my day-job and started doing a day of freelancing a fortnight, and I’ve now done over 270 workshops in 16 countries for 78 different organisations.

I absolutely love it. A decade of doing it is as good an excuse as any to write about it so for anyone who’s interested here’s what I’ve learned along the way.

The freelance work benefits the day-job, and having a day job benefits the freelance work

I am constantly bringing to my day job things I’ve learned doing freelance work. The analytics apps my library uses for social media, the PowerPoint techniques used to create our Induction slide decks, the campaign structure we use for our marketing - all of these were researched / developed for training and then adapted for my work place. There’s no better way to keep on top of new developments in your field than to have to know enough about them to be able to train others! So for example, when it comes time to make a video for the library there’s several apps or programmes I know how to use - because in order to include something in a workshop I always have to have used properly it myself.

It works both ways though; the day job feeds into the workshops. It grounds me in the reality of working in libraries with all the constraints that involves. Feedback I get a lot after workshops is ‘it’s so nice to have someone talk about marketing who actually works in our industry so knows what we can and can’t do’. Working in a library 4.5 days a week is extremely useful for the training that happens in the other half day.

The creation-to-delivery ratio is bonkers and not in a good way

I have a selection of workshop outlines which I adapt for each session. There’s three broad categories - strategic marketing, social media, and presentation skills - with variations. Each of those took hours and hours and HOURS to create, and then I usually spend an hour or two tweaking content and making improvements for each workshop.

Sometimes people will ask me to run training on a topic I’ve not done before, and I almost always say no - because to make 3 hours’ of content for a half-day workshop takes at least 12 hours. Planning structure, outcomes, creating slides, planning tasks and activities, writing the booklet - there’s at least a 4:1 ratio of creation to delivery. So if you take on a workshop or training gig, make sure you book in a LOT of prep time if it’s something you’ve not done a version of before.

That said, I always tweak the sessions. I’ve almost never delivered the same set of slides twice - there are always new ideas or improvements to incorporate. Sometimes I get people coming - deliberately! - to versions of sessions they’ve attended with me before, and in those cases I’m always relieved that there’ll be new content for them…

It’s lovely to build relationships over many years. One of the things I’m most proud of is that 39 of the organisations I’ve worked with have invited me back!

The orgs I've delivered most sessions for

My relationships with the Bodleian, LIEM, the British Library, NEFLIN, PiCS and UKeIG go back years and years now, I really value that. And speaking of relationships…

The best thing about librarianship is librarians

Libraries are great, but the people who work in them are better… The community is certainly not without its issues, but in general I find it to be supportive and great at sharing. Especially in the age of zoom workshops, one of the things I love is how much knowledge the participants share with each other - everyone, including me, learns from everyone else.

One of the very best things about freelance work has been the opportunity to travel. Four of the countries below I have only worked in virtually, but the rest I’ve been fortunate enough to visit for work, and librarians are fantastic the world over.

Workshops by audience location (excluding England)

(Includes online)

Flexibility and interaction are everything

Interaction is what makes workshops feel alive and exciting. An audience full of questions and comments is just the greatest thing, and as a trainer I thrive off the energy that comes with it - and it’s lovely to know the workshop is really covering everyone’s specific needs because we’re discussing them. Sometimes groups really have to be convinced that you want interactivity, so re-emphasise it a few times both out loud and on the screen with specific prompts. I’ve done 144 in-person sessions and 128 online - the Chat is absolutely brilliant in online sessions, and I really enjoy getting to hear even more from delegates - tips, advice, examples, questions - than I do face-to-face.

Flexibility is absolutely essential for long training sessions. A session running from 10am - 4:30pm has so much potential to be elastic in terms of timings, so it’s worth being ready to change things on the fly. I usually put in more slides than I think I’ll need, then go into the slide-deck and hide material as I go along depending on how much discussion there is and what people want to focus on - then share the fuller version of the slides with delegates afterwards so they can still see the extra content if they’re interested.

You do not have to do things the way you’ve seen them done before

I can’t stress enough how it’s worth starting with a completely clean slate when building a training session. You don’t need to use post-its, or break-out rooms, or group discussion and a nominated person feeding back, just because they all get used a lot. You can, of course! But choose each activity because it best suits the work you’re doing and the delegates in that moment, rather than because it’s the sort of thing that normally happens...

I’m genuinely honoured to have worked with all these organisations below. If you’ve ever come along to a workshop thank you so much for attending, and if you asked questions or made comments thank you for that (and if you didn’t that’s fine too!), and I really hope you found it useful. I’m looking forward to seeing what the next decade brings.

---

If you’ve made it this far, thanks for reading! And by the way, the Instagram series that was previously running on this blog in 2022 WILL return next time I post - we’ll be talking about Stories: what they are, why they’re important, and ideas for how to use them well…