advanced training series

The advanced training series is an online group session where Indi gives instruction, reviews homework, coaches, and answers questions. Sessions are 1.5 hours once a week. There are usually 10-15 participants in each group, so each person has access to Indi during the sessions. Each series covers a different topic for several weeks, allowing participants to get a deep level of training. Each series is dependent on reading relevant chapters of my books, watching relevant webinars, or attending the prior series, as listed in the schedule.

We use Zoom for each session, so you will need to have a laptop, earbuds/headphones, and a good internet connection. (Plugging in works more reliably than wi-fi.)

schedule

next date TBA (India/Australia/Asia: need a couple more attendees to schedule date) – 4 weeks

Listening Sessions – This is the key to developing deep enough understanding to create a mental model diagram or thinking-style segments. A listening session is very different than an interview. Learn how to let the participant direct the conversation and how to encourage the participant to uncover their deeper reasoning, reactions, and guiding principles. Listening sessions is for product owners, innovators, developers, strategists, designers & researchers
(no prerequisite; recommended reading: Ch. 4 in Practical Empathy, Ch. 7 in Mental Models, all of Listening Well by William Miller, Generating Focused Ideas webinar, Enabling Empathy presentation)

date TBA (Oct 2018) – 4 weeks

Combing & Summaries – The second key to mental model diagrams and thinking-style segments is taking time to develop cognitive empathy before going into data synthesis. Learn to pull quotes from a transcript together to form a concept, and to summarize that concept in a way that makes later comprehension easier. Homework requires Google sheets access.
(prerequisite: Listening Sessions series, Fundamentals workshop, Remote-instructor workshop, or solid understanding of Ch. 5 in Practical Empathy and Ch. 8 in Mental Models)

date TBA (Nov 2018) – 4 weeks

Pattern Grouping – Synthesis of the summaries across participants is based on affinity, but one place where practitioners go wrong is to find noun-based affinities. To create a mental model diagram, learn how to create verb-based affinities, based on the intent of the participant. Homework requires Google sheets access.
(prerequisite: you must have learned Listening Sessions from listed sources AND Combing & Summaries from listed sources)

date TBA (Dec 2018?) – 4 weeks

Creating mental model diagrams & aligning/layering data – If you have worked with your data in digital form, it is easy to pass it through the mental model diagram generator to get a visual deliverable. The part that takes skill is aligning your business and product support beneath the towers. Learn to do this as well as layer in data from other research studies.
(no prerequisite; recommended reading: Chs. 10 & 12 in Mental Models, optionally Ch. 6 in Practical Empathy)

date TBA (Dec 2018?) – 4 weeks

Creating thinking-style behavioral audience segments – Thinking-style segments represent behavioral and reasoning differences between generalized sets of people, which are much more reliable and flexible than demographic & psychographic descriptions of sets of people. Learn how to compare participant descriptions to find unique-but-in-common philosophies, then create segments representing different approaches people have for different contexts. Homework requires Google sheets access.
(prerequisite: you must have learned Listening Sessions from listed sources)

There will be a break of a couple weeks between each series. Also, there might be occasional need to push back the dates because of Indi’s schedule. If your schedule doesn’t coincide with the date of a particular series you want to attend, I will teach it again in another few months. In the meantime, please take advantage of the books and materials on this site. (I’m yet not prepared to keep the recordings around in perpetuity for anytime-access.)

day & time & duration

Wednesdays: 10:30am – 12:00pm San Francisco time (GMT-7 DST)
Duration: 1.5 hours (sometimes runs 15 minutes longer for questions)

11:30am San Salvador
12:30pm Chicago
1:30pm New York
2:30pm São Paulo
5:30pm Reykjavik
6:30pm London
7:30pm Cape Town
8:30pm Jerusalem
(check the time in your location)
(what if I can’t make one of the sessions in a series?)
Parallel session? I realize that this time doesn’t support folks in half the globe, so I am considering running a second session each week in parallel at 6:30pm San Francisco time. If enough participants (7 or more) contact me to set up this second session for the series, I will do so. Since there is a dateline between us, we can pick another day that works for the group, so please include your preferred day of the week when you write me, and I will pick the most popular day.
for a possible session at 6:30pm San Francisco Time contact me
7:00am Mumbai
9:30am Singapore
11:30am Sydney
1:30pm Wellington
price

A four-week series is $776 per person (select the start date listed above in the schedule). This is one price for all four weeks in the series; this price covers all four classes. Before each class I will email you a slide deck that will accompany the class. After each class Indi will email you a link to the recording of that class, in case you want to review. The recording will be available on Zoom until the following class, at which point it gets replaced by the new recording. There will be homework after each class, and I’ll answer questions and review your experiences in the following session. The small group size allows for my personal attention to you.

  • If you’re not affiliated with a company that has an education plan, please check here for a discount. (I totally get this; I’m in this group, myself.)
  • If you want a group discount, please contact me. (I rely on your honesty to pay per person.)
  • If your currency exchange rate is awful, I can make an adjustment.
  • Recordings are not downloadable.
  • Refunds are possible prior to your start date.
recordings-only access

You can buy recordings-only access for $194 per person for a 4-week series. Indi will not review your homework with this option. After each class Indi will email you a link to the recording of that class. The recording will be available on Zoom until the following class, at which point it gets replaced by the new recording. (Recordings are not downloadable, so this isn’t a good option for people who will be on holiday during a series. I will teach the series again a few months later, so sign up then and please take advantage of the books and materials on this site in the meantime.)

  • If you want a group discount, please contact me. (I rely on your honesty to pay per person.)
  • If your currency exchange rate is awful, I can make an adjustment.
  • Recordings are not downloadable.
  • Refunds are possible prior to your start date.

The recording was great, especially because I could control the speed. I was worried at first that by not directly participating in the class I might miss out on something. But this series was very information-rich. So I felt like watching the recording was about as helpful as directly participating, and I was fully engaged. -Yousef, July-2018

homework

After each session I give participants homework that will take 30-60 minutes to complete. The homework for some of the series will involve the use of Google sheets (as noted in the schedule), so you will want to have an account in those cases. You don’t have to do any homework, but trying it out yourself away from the group setting really helps you understand the technique. It also gives you the chance to form questions for Indi during the next session.

what if I can’t make a session?

If you have to miss a session, there is a recording of the session and the homework assignment so you can catch up; the recording is available online for a week. Recordings are not downloadable.

testimonials from combing & summaries series

Unlike most workshops and seminars that give only an introduction to a topic or theoretical examples, Indi’s series makes you feel confident you are getting a deep level of training applicable in a professional setting.” -S., May 2018

You will learn how to get a deep understanding of people. This is something that probably nobody else has ever taught you. If you’re truly interested in getting the most out of your research interviews, then this course is a must! What you’ll learn is not only a valuable professional skill but also a life skill.” -Sonja, May 2018

The framework you will learn here is invaluable whether or not your end-goal is mental-models. It helps you divide the shapeless mass of an interview into purposefully formatted chunks. These will then enable you to have meaningful discussions about qualitative data. Not only that, you will also learn what makes for a rich and useful listening session.” -Yousef, May-2018

Indi’s combing & summaries training series helps you break down people’s thinking into it’s core elements, allowing you to capture the full-depth of what people say. Without a doubt, the skills from this training series improved my ability to turn my research into impactful insights that help organizations step into their target audiences’ shoes.” -Eddie, May-2018