Friday, October 18, 2024

The Personas Project

The Personas Project grew out of a brief vision paper I wrote in November, 2023.  I was thinking about how I might use AI to alternatively share things I have learned over the years. I had been working on various books and outlines.  I had outlined eight different book projects and amassed a trove of supporting documents, lectures and presentations I had written. And I thought, I think I'm going to need another lifetime to complete eight books. But I have all of this content and material that I wanted to include in the books. Well, what if I was able to put that content into a personal large language model, and then have a ChatGPT-like front-end to it, and allow people to pose questions? I could also include a list of recommended questions to get started, but then people could pose their own questions and have a conversation with my books, so to speak.


I started thinking about the two classes I taught, because they were during the pandemic, so everything was recorded on Zoom. I took all of those recordings each year, and I fed them into Otter.AI and generated transcripts, as I've been doing for my weekly student meetings since then. I fed the transcripts into a book draft. And for the rough draft for each class I had over a 450 page manuscript that has basically been generated from the lectures, the guest speakers, and the student discussions during the class. I had to go through and anonymize everything, of course, so that I'm protecting everybody's name. So I thought, wouldn't it be interesting to query those conversations? 

And what about all of the work when I was a CIO? What about those presentations and documents that were written on IT strategy, NetHope and things like that.  And then further back to prior jobs. I have 45 years experience in IT, and I'm a packrat; I saved everything, and I've got hundreds of documents. So I thought, well, why not have something where you can feed in all of that information and then chat with it?

And it actually solves two important problems that we have with some of the language models now. One is it reduces hallucinations, because it's just your information that's in there as the basis. It doesn't eliminate hallucinations. And you can see that in the transcripts that I can share on the testing of this.  And it also solves the copyright problem because they're my documents, my information. And I thought, well, isn't this really a special case of what corporations want to do? They want to take their documents and allow internal and external conversations to flourish.

For example, take the help desk and the knowledge base that's produced from all of the help desk calls. Or in my former student's case, he's looking at all of the documentation that's available to patients and clients in a healthcare system. Can you put that into a model and have a chatbot to talk with that? 

The former student sent me a note catching up at one point. I think it was a best wishes for Halloween note, if I remember right. He asked, was there anything I needed some help on? And I said, well, listen, I've been toying with this idea. And I sent him a copy of the vision paper and said, what do you think? Is this something interesting? And he said, yeah, he could see some value in this, even personally, because his wife's working on a PhD and she's gathering research in supply chain management. And wouldn't it be useful to help with summarizing research and providing query opportunities into that? 

So I said to him, well, how about if we could do a minimum viable product, to show for this?  So he developed an MVP to show how this could work. We then created a team of student volunteers from my Data4Good group, demoed it to them, and began a "what if" discussion.  And the timing was great because my former student, in his investigation and discovery, found some products, like AnythingLLM and Ollama that had already provided the pieces for what we wanted to do and that we would need to assemble and integrate --all without any coding requirements!  

He also came up with the concept of Personas.  My concern was that some of my files would be appropriate for one audience, personal files for another, and classroom files for another.  So he suggested creating three datasets and “HappGPT” chatbots for my different audiences, which I’ve since called “Ask the CIO,” “Ask the Professor,” and “Ask Grandpa.”  

For two of these datasets, we’re releasing a test version on this Blog:

  1. “Ask the Professor” is HappGPT-Professor, here.

  2. “Ask the CIO” is HappGPT-Professional, here.

The test sites are limited to 100 queries per day, so don’t get carried away 🙂.  Please leave some comments on what works well and not so well.  I appreciate your feedback.  Let the conversation begin!



"The postings on this site are my own and don't necessarily represent positions, strategies or opinions of any of the organizations with which I am associated."

Friday, October 11, 2024

HappGPT Professional Chatbot Test

The "Ask the CIO" chatbot is called HappGPT-Professional. To use the chatbot, click on the Plus sign in the lower right of your screen. Here are some starter questions to ask: 
  1. What are the top 10 things a project manager needs to know? 
  2. How should a CIO manage the IT project portfolio? 
  3. Write a blog post about the value of conversations in IT leadership. 
If you use this feature, please comment on the results.  What's working well and not so well?  Thanks for your feedback.

Page Title

"The postings on this site are my own and don't necessarily represent positions, strategies or opinions of any of the organizations with which I am associated."

The HappGPT Professor Chatbot Test

The "Ask the Professor" chatbot is called HappGPT-Professor. To use the chatbot, click on the Plus sign in the lower right of your screen. Here are some starter questions to ask: 
  1. What are the main objectives for crisis informatics?
  2. What are the top five take-aways from the course on IT Leadership & Management?
  3. Generate a syllabus for a new IT management course about conversations as a way of knowing.
If you use this feature, please comment on the results.  What's working well and not so well?  Thanks for your feedback.


Page Title "The postings on this site are my own and don't necessarily represent positions, strategies or opinions of any of the organizations with which I am associated."

Wednesday, October 9, 2024

ABC Resilience

As we watch with growing concern the hurricane season unfold in Florida and the Southeast US, we often ask, isn't there anything we can to to prevent all this destruction and loss of life? The warning system at the National Hurricane Center continues to improve. And the response progeams at FEMA and the Red Cross are also growing to meet the challenge. But what can we, in our local communities, do to be more resilient in the face of such diasters? How can we bounce back?  That's the core meaning of resiliency.

I asked the new AI Chatbot my students are helping develop, based on the information provided in my Crisis Informatics course. Following some iteration through multiple drafts, here's what HappGPT had to say[1]:

Hurricane Ready: A, B, and C Plans for Navigating Uncertainty

Hurricanes pose a significant threat to coastal communities, bringing devastating winds, torrential rains, and storm surges that can wreak havoc. While we can’t control the weather, we can prepare for it. A critical component of community resilience is ABC planning, which outlines a three-tiered approach for responding to hurricane events:

A-Plan: The Ideal Scenario

The A-Plan outlines the ideal response to a hurricane threat, assuming ample time for preparation and readily available resources. This might involve:

Early Warning System: A robust system for receiving and disseminating hurricane warnings, including local broadcasts, community alerts, and social media communication. 
Evacuation Plan: A clear and well-rehearsed evacuation plan that identifies safe routes, designated shelters, and transportation options. 
Resource Mobilization: Preparation and coordination of resources, including emergency supplies, first responders, and community volunteers.

B-Plan: Adapting to Challenges

The B-Plan is activated when the A-Plan becomes impractical due to changing circumstances, limited time, or resource constraints. This might involve:

Adaptive Evacuation: Adapting the evacuation plan to accommodate the changing situation, perhaps with shorter evacuation times or different routes. 
Resource Prioritization: Focusing on essential resources and allocating them based on immediate needs and urgency. 
Alternative Sheltering: Identifying additional shelter options for residents who are unable to evacuate or have limited access to official shelters.

C-Plan: Navigating Chaos

The C-Plan is not just a backup plan; it’s a framework for navigating decision-making in the face of uncertainty and chaos, after the A-Plan and B-Plan have failed. It’s about establishing a process for making critical decisions in a fluid and unpredictable environment. This might involve:

Decision-Making Processes: Pre-determining a decision-making hierarchy or structure for critical situations, including roles and responsibilities. 
Information Gathering: Identifying key information sources and methods for gathering critical data in the aftermath of a hurricane. 
Community Collaboration: Fostering a culture of collaborative decision-making and leveraging the collective knowledge and resources of community members.
Adaptive Planning: Constantly reassessing the situation, adjusting plans based on new information, and remaining agile in the face of evolving challenges.

Personal Go-Kit: Your Individual Resilience

While community-level planning is essential, individual preparedness is equally crucial. Building a personal “go-kit” can significantly enhance your ability to survive and thrive during a hurricane:

Back-up Communications: Include a weather radio, a hand-crank radio, and extra batteries. Consider a satellite phone or a two-way radio for communication when cell service is down. 
Escape Plan: Develop a plan for your family, including designated meeting points and alternate escape routes in case your primary route is blocked. 
Food and Water: Enough non-perishable food and water to last for at least three days. Consider a water filtration system for additional safety. 
Emergency Supplies: Include a first-aid kit, essential medications, flashlights, duct tape, a multi-tool, a waterproof bag, and cash.

The Power of ABC Planning and Individual Action

By developing comprehensive A, B, and C plans, communities can strengthen their resilience, minimize damage, and ensure a quicker and more effective recovery process. Additionally, by building a personal go-kit, individuals can empower themselves to face a hurricane with greater confidence and preparedness.

ABC planning, combined with individual preparedness, fosters a culture of readiness and empowers communities to weather the storm and emerge stronger than ever before.
______________________________

[1] A beta test version of HappGPT has been posted to this Blog, here: https://eghapp.blogspot.com/2024/10/happgpt-chatbot-test.html .  Please pose your follow-up questions there and leave comments on what's working well and not so well.

"The postings on this site are my own and don't necessarily represent positions, strategies or opinions of any of the organizations with which I am associated."

Monday, March 20, 2023

Book Projects

Friends and colleagues have asked about the book projects on which I'm working during chapter 5 of my career.[1]  Here is the current list (some require access privilege; please write to me with your request.) Some have grown out of the classes I taught during chapter 4, while at UMSI (where available, links to the drafts are included).  Please note that these are works in progress, subject to amendment as I receive feedback and edit.
  1. Letters to a Young Manager (a book of stories with collected wisdom for the new manager, be it project leader, supervisor or department manager) - http://www.hpmd.com/hpmd/personal/LTYMstories.nsf/vwBook?OpenView
  2. We Are Better Together (NetHope Memoir) - http://collaboration-book-project.blogspot.com/
  3. Crisis Informatics Management (from the SI-537 class) - https://docs.google.com/document/d/12ULKaMl4-MD8rYOSADHhmWfSTllc2uv5PBOah5UoM8w/edit?usp=sharing
  4. IT’s About the Conversation (from the SI-627 Class) - https://docs.google.com/document/d/1rKh7jVeP0naPfP-tliAiHb9h06_pvGJvefuB5tcMCsQ/edit?usp=sharing
  5. Project Management Proverbs (from discussions with student cohorts working on the Data4Good Center, https://www.data4good.center/ ) (TBD)
  6. The Consultant Mindset (from SI-345 lectures and Data4Good weekly meetings) (TBD)
  7. Online Team Exercises, or Games Zoomers Play (exercises from my classes) (TBD)
  8. The Soil of Heaven (collection of Lenten and other poems) - https://poetryworkbook.blogspot.com/2014/07/the-soil-of-heaven.html and https://poetryworkbook.blogspot.com/2022/03/lenten-poems-2022.html
  9. Experiments in ChatGPT (posing questions to OpenAI's ChatGPT and commenting on some answers) - https://docs.google.com/document/d/1eQ9eUE3bxa9vEemi2WxSQcqs0SN3JjmscgHF8ykCgWI/edit?usp=sharing
If you look at any of these, please leave a comment below, and include suggestions for how they can be better.  Thanks.

[1] See A personal introduction in five chapters

"The postings on this site are my own and don't necessarily represent positions, strategies or opinions of any of the organizations with which I am associated."

Monday, January 2, 2023

A Personal Introduction in Five Chapters

My career spans from 1977 to the present day, currently 46 years. I look at the journey in terms of five chapters. I'll talk about that in a second. I spent 13 years on Wall Street, in financial services, 10 years in management consulting, 17 years as CIO for some large international nonprofit organizations, and 5 years teaching in the masters program at a major university. Along the way I co-founded a group called NetHope, which has the IT leaders of over 65 of the largest NGOs as members. You can read more on my LinkedIn page, including articles that I've written and published there. The reason I mention this is not to promote my background, but to invite you to connect with me there.

Part of my job is making connections for good, which is my mission statement. So, connecting with others in my network, and helping make introductions to people and to information is part of what I do. So, take advantage of that. Connect with me on LinkedIn, and as you proceed with your career, and things that you're looking to do in the future, I'm happy to help.



Here’s my journey.  I divide my timeline into five chapters. I already mentioned the first chapter on Wall Street and the second one consulting, global CIO is in the third chapter. I was next teaching at the University of Michigan, which is chapter four. For chapter five, I am living next to a pond in the north where I am writing and advising students and others as a volunteer. NetHope and Save the Children came into play at the beginning of my CIO role in 2000. The International Red Cross began in 2010. And then I joined UMSI in 2017. So, today I am in the midst of my chapter five.  So when I say "chapters," I look at my career through the arc of five chapters as my story.  It also means, that I don't ever retire; I move on to the next chapter. 


"The postings on this site are my own and don't necessarily represent positions, strategies or opinions of any of the organizations with which I am associated."

Saturday, December 3, 2022

The 3x3 Summary

One of the assignments I gave to students in my classes was how to summarize a reading with the 3x3 approach. Whether for readings, research, reports or proposals, this is an important bottom-line skill to learn that is essential in communicating to senior management in organizations.  Here’s the description, as presented in the assignment rubric (I included a few of the Q&As for clarity). I also included a 3x3 summary of the Nicholas Carr paper, “IT Doesn’t Matter” (2003), to provide a model.

Purpose/Goal:


The 3x3 critiques are designed to practice summarizing content for presentations and for senior managers. It’s a very important skill to have in corporate settings, both for-profit and nonprofit. Most executives do not have time for the details; they want to know what the “bottom-line” is and what questions they should be asking.

What is it? 

Each reading for a given week is to be summarized with 2 slides:

  1. 3 takeaways
  2. 3 questions
  3. Minimum 20 point font and standard 4:3 (8.5 x 11 inch) slide formats (if you elect to submit a text doc, limit yourself to one page per reading for both takeaways and questions; 150 words per page total)
  4. PowerPoint, Google Slides or PDF are acceptable as a file attachment

Why?

  1. The importance of finding the bottom line. See my Blog post: http://eghapp.blogspot.com/2011/07/finding-bottom-line.html

Instructions:

Here are some further clarifications:

  1. The 3x3 Takeaways/Questions should be done for each reading assigned and not the aggregate
  2. The questions should be a critique of what you read, things you would challenge the author about, or the organizations cited. Put yourself in the mindset of a consultant; what would you recommend the senior management team think about? Put this into your questions.
  3. You may choose a set of weekly readings already done, but the takeaways and questions should be unique (i.e. Unique from what was presented in class or from colleagues).
  4. Include chapter or page number(s) references for each takeaway (where available)
  5. Include a title slide or header indicating your name, course name, assignment name, date, and the week for which you are summarizing the readings
  6. You may use more than one sentence/phrase/related-question in each item
  7. Assignments should be submitted online in Canvas.
  8. One critique is due for each month of the class, at the end of Jan., Feb, and Mar. There is no critique for Apr.
  9. Note the 5% penalty per day late on assignments

Presentation Elective

  1. If you volunteer to present a readings summary in class, please do it for all of the readings, two slides per each (in PowerPoint please). Note that this counts twice: once for the elective and once for the weekly critiques. Please submit it in both places in Canvas.
  2. For the in-class presentations, email your daft slides no later than 48 hours before class starts, so that we can iterate as needed.
  3.  One additional step for presentations: choose a maximum of 3 questions from among all those in your summaries to discuss in the team breakouts.
  4. Plan on spending no more than 2 minutes per slide summarizing, and 10 minutes for discussion.
  5. Note that no matter which format you choose for a reading summary, for presentations, I will be copying it into PowerPoint slides so it is part of the class deck. Please verify it works in that format. 
  6. Highlight the most important phrases on each bullet/slide (underscore or color) so that the key talking points stand out from the text, and so you refrain from reading your slides.
  7. Starting mid-semester, we will switch to a one-page critique and shorter presentation. Please see the rubric linked above for this change. Note that the monthly submissions will remain in the 3x3 format.
  8. See the Q&A section below for additional clarifications.

Discussion

This rubric applies to the 3 required weekly reading summaries and to the in-class 3x3 elective presentation.

The critiques are 100 points each; max of 3 for 300 total points; you pick which 3 weeks, but one is due each month. This will be listed as 3 assignments in Canvas, in the Weekly Critiques section.

Note that whoever volunteers to summarize the readings and present these in the class can work off this assignment and get double the credit for that week. However, no repeats on the presentations!


Grading
  1. Content (Two slides with 3x3 summary) (40%)
  2. Succinct (Chars <=700 per slide, +/- 20%) (10%)
  3. Format (Min 20 pt font, 8.5x11 slides) (10%)
  4. Uniqueness (30%)
  5. Writing quality (Clear, Correct, Coherent, & Compelling) (10%)
  6. Minus Penalties (Lateness) (-5% per day)
  7. Plus Optional Readings (10 points for each)

Example

From the first reading, presented in week 1

Ed Happ, Week 1, Jan. 6th readings

Nicholas G. Carr, IT Doesn’t Matter, May 2003

Takeaways:

  1. IT is following the adoption curves of other utilities, becoming pervasive and cheap
  2. IT therefore no longer offers any competitive advantage
  3. As a result, organizations should spend less on IT, and wait longer to purchase
Critical Questions:
  1. Where on the IT stack does Carr focus? If infrastructure is a commodity, what of business apps and consumer apps?
  2. Is strategic limited to the unique? What of mash-ups? Operational excellence?
  3. Is IT a utility or a way of doing business? Is the digital enterprise more fundamental?


Rubric Question & Answers

1) Do the 3 critiques in the syllabus refer to the week or individual readings? 

a) The three critiques refer to three weeks of readings, not three readings in a given week. There are multiple readings each week. I added the word "week" to the description in the syllabus and rubric to clarify this.


2) What does “bottom-line” mean in this context?


a) Bottom-line is a common business term that comes from financial reporting; the bottom line is usually the profit, which equals the total revenue or income less the total costs, which is literally the bottom-line on a financial statement.

b) Bottom-line for narrative documents or presentations is usually the summary conclusions, or “headlines” of the document. It is characteristically succinct.

c) For these 3x3 summaries, we are defining “succinct” with a digital yardstick: as 3 tweets (plus 2 for headings, references). So a succinct 3x3 slide means 700 characters or less (5 * 140). That’s hard to do but important in communicating at the senior levels of an organization.

"The postings on this site are my own and don't necessarily represent positions, strategies or opinions of any of the organizations with which I am associated."