Posts Tagged ‘tips’

Everything you need to know for the Berlin Marathon

If you are running or thinking of running the Berlin Marathon, here are a few practical tips based on my experience at the 2022 Berlin Marathon.

In this post you will find tips on

Decisions you have to make when you enter the lottery

Solo vs Team lottery

lottery

One of the things I love about the Berlin marathon, is if you have a friend you want to run with, you can enter the lottery as a team of 2-3. When you enter the lottery as a team you either all get bibs, or none of you get bibs. Just make sure everyone selects the team option. I entered the lottery three times, each time as part of a team, so when I finally got in, I had someone to share the experience with me.

Can you qualify for Berlin?

There are qualifying times you can use to get a guaranteed bib for Berlin, but they are tougher than Boston. To register as a “fast runner” in the 2023 Berlin marathon the required times were

  • Male runners up to 44 years (born 2005 to 1979): under 2:45 hours – Runners up to 59 years (born 1978 to 1964): under 2:55 hours – Runners 60 years and older (born 1963 and older): under 3:25 hours
  • Female runners up to 44 years (born 2005 to 1979): under 3:00 hours – Female runners up to 59 years (born 1978 to 1964): under 3:20 hours – Female runners over 60 years (born 1963 and older): under 4:10 hours

Are there other ways to get a guaranteed bib?

inline skaters race berlin

Just like the other marathon majors there are tours and charity partners, so if you are willing to pay for a tour, or raise several thousand dollars for a charity you can get a guaranteed bib. There’s one other rather unique way to guarantee a bib, if you do the inline skate the day before the marathon, then you get a guaranteed bib for the marathon the following year.

Gear Check vs Poncho

Gear Check or Poncho. If you do gear check, you get a mylar blanket at the finish line and you get to check a bag in the start/finish area.  The Berlin marathon is a loop so this makes gear check simpler, you don’t have to worry about a cut-off time for dropping off your bag on race day. Runners who selected Gear Check will be provided a clear plastic bag when they pick up their bib. Random bit of trivia, the bib numbers are different ranges for runners who chose poncho vs gear check. At the New York marathon a lot of people choose the ponchos because it’s such a long walk to gear check. In Berlin the walk to gear check is similar to the walk to pick up your poncho. Also, anyone who selected poncho is NOT allowed to take a mylar blanket.  I chose gear check, my sister chose poncho. I am glad I chose gear check. My sister said if she were ever to run it again she would choose gear check as she was quite cold after the race and found it a long walk to get the poncho.

Do you want a finisher shirt?

Berlin marathon t shirt

You do not get a Berlin marathon shirt included with your race registration. You have the option to pre-purchase a shirt when you register. If you do, then when you pick up your bib you will have a little code on your bib indicating you pre-purchased clothing and you are sent to another line up to pick up your items. I pre-purchased a finisher shirt, but there were lots of nice shorts, jackets, hats, etc… in the Berlin Marathon race store at the expo. So, don’t stress too much over this decision. If you don’t buy a shirt when you register, you will have the opportunity to pick something out at the expo. The store is a bit crowded with all the other runners around and finding a specific size can be a bit of a challenge. On the flip side it was nice to be able to try things on to make sure they fit.

Got your bib? Time to plan the trip

Where to stay

The runner’s entrance is on the Northeast corner of the park, Grosser Tiergarten, about 400 metres from the Brandenburg Gate making it a useful landmark. If you book a hotel on the South end of the park, don’t assume you can cut through the park or enter from the South side. You may have to take a significant detour to get around the start/finish area to the runner’s entrance. There are a fair number of hotels and apartments you can rent near the park. I stayed near Potsdamer Platz and found it a fairly easy walk to the start area. I saw a few clever runners who took advantage of the rental electric scooters to get themselves to the start.

runners entrance berlin marathon start area

There are many hotels listed on the marathon website, but there are lots of other hotel options that are not listed. Berlin also has apartment rental services such as AirBnB.  I know in cities like Chicago and Boston on marathon weekends, there have been incidents with hosts cancelling bookings and reposting for higher prices, I personally did not hear any stories of this happening in Berlin.

It’s not essential to stay close to the start. The Metro system in Berlin is very efficient and because the race doesn’t start until 9 AM, you can absolutely take the Metro to the start line (it’s also free for runners on Sunday).

Getting from the airport into town

International flights will likely land at Brandenburg airport. There are Ubers and taxis available, and it’s a 30-60 minute drive depending on traffic.

Brandenburg airport has its own Metro stop, so public transit is a reasonable option. See the section on using the Metro for details on how to navigate the Metro system. What you need to know specifically for the airport, is that the airport is located in zone C, so you require an ABC ticket when travelling to or from the airport. In addition to the regular metro (U & S trains), there are express trains (labelled FEX) that may pop up as options as well. The fares and tickets for FEX trains are the same for these as the regular metro, so don’t hesitate to take FEX if it pops up as an option. If you are landing at Terminal 1 or 2, there is a train station on the lower level (level U2). You purchase your tickets from the ticket machine on the train platform don’t forget to put the ticket in the validation machine to be punched after you buy the ticket. Terminal 5 was not operating flights in 2022, but there is a Metro station there as well.

Taking the train to/from Berlin

Unlike in North America, the train is a very practical way to travel in Europe. The high speed Inter City express (ICE) train stops at Berlin Central Station. This is the main station in Berlin and is located about 2 km from the Brandenburg Gate. Even if you are flying to Berlin, the train is a convenient way to visit other European cities during your trip.

You’ve arrived in Berlin!

Shopping for marathon essentials

Since they lost our luggage and it did not get back to us until 7 days after we landed (9 PM Sunday AFTER the marathon), I learned a lot about where to buy what in Berlin.  I am not into high fashion, jewellery, or shoes, so I can’t help you there, but here’s what I can help you with.

bananas

Groceries – REWE is the main grocery chain where you will find your pre or post race food including bananas, bread, single serving oatmeal packets, chips, cookies, chocolate, wine, beer, champagne

Drug store – DM is the main drug store chain where you will find sunscreen, shampoo, toothbrush, toothpaste and such, but you will NOT find Ibuprofen, Antacids, etc… – You won’t find these at the hotel gift shop or grocery store either. In Germany, pharmacists have to dispense all drugs, even over the counter drugs. You don’t need a prescription, but you will need to go into an Apotheke and wait for a turn to speak to the pharmacist. 

Running gear – The race expo will probably have everything you need, but you can also check out Decathlon sports at AlexanderPlatz, they have a basic running section, and I found the German equivalent of Body Glide near the checkout counter.

Local SIM Cards, general clothing needs – The Mall of Berlin is centrally located and has three floors of shops and a food court. Vodafone is in the basement and can set you up with a SIM card, though I suspect we got oversold based on what my sister paid for hers. You will run past the Mall of Berlin on race day, but I recommend shopping before rather than during the race.

Funky local shops that are fun to visit – the Playmobil and the Lego shops in Mall of Berlin are cool. Advent calendars are popular here and will be on sale in September. Some of them are really impressive! You should also check out one of the Ampelman shops. Ampelman is what they call the little light up guy on the cross walk signs. There’s an Ampelman shop not far from Brandenburg Gate.  If you are into record shopping, do a little research and you will probably find the record shop of your dreams, as there are lots of different ones many of which specialize in a particular type of music (Coretex has an impressive selection of heavy metal). Sadly for metal fans, the Rammstein shop is only open one day a month but a must visit if you are a fan and the timing works out. Keep an eye out for funky art galleries as well!

Getting around in Berlin

metro directions berlin

The public transit system is impressive and efficient. In 2022, all runners got an email that allowed them to download a ‘card’ that provides them with free transit from Thursday through Sunday. For those not running, or for travel outside Thursday – Sunday, you can buy single one way tickets (ABC to get to or from airport, AB for travelling around in the city). But, the simplest solution is to purchase a Welcome Card. You can buy 24 hr up to 5 day Welcome Cards.  You have to choose between zones AB and ABC.  The only reason you would want ABC is if you are going to the airport, chances are everything else you are doing is in zone AB. All ticket types can be purchased from ticket machines on the train platform. After you purchase the ticket or the Welcome card you need to validate it. There should be a little machine with a slot, you insert your purchased ticket in the slot and that punches it with a time stamp making it valid for travel.  There are no machines or people checking for train tickets at the entrance or exit, instead random checks are done on trains to ensure passengers have a valid ticket.

I used Google Maps to navigate the Metro system. Google maps will tell you to take a U or an S train.  Look around for an entrance with the U or S. Some stations have S and U trains. Your Google map instructions may say U2 or it might say S1/S2/S25 if there are multiple numbers listed that means any of those trains will get you to your destination. All you have to figure out now is which direction train you want.  The last stop on the train line will be listed on the signage e.g. Bernau vs  Blankenfelde on the S2. If the train itself is not going to the end of the line it will be listed with the name of the station where it stops running, but as long as you have the right platform it is taking you in the correct direction. There is a metro map on just about every train platform you can use to double check if you aren’t sure. Most trains have maps and a electronic sign that tells you which stop is next. Google maps will also suggest which of the multiple exits of the Metro to use. Unfortunately, I found the signage didn’t always match the Google Maps exit suggestions, so often found myself walking out a random exit, going outside and had to walk a little further or cross an extra street or two because I never mastered finding the most efficient exit. 

Uber/Grab/Lyft

Uber is readily available in Berlin, I don’t know about Lyft or Grab. You can also get taxis.  I have friends who took Ubers everywhere. I took the Metro unless I had a lot of luggage to carry around. It cost me about 50 Euro to get from my hotel at Potsdamer Platz to the airport. One word of warning, on Saturday they have an inline skating race on the marathon course, so that means lots of road closures. So even if you generally take Uber, you might want to take the Metro between 2-7 PM Saturday.

Race Expo

Bib Pick up

The Race Expo is at Tempelhof airport. Quite a cool location actually. If taking the metro you will want to exit at Platz der Luftbrucke. When you exit the station you will see volunteers pointing you and all the other runners in the direction of the expo entrance about 400-600 meters away. The location makes for interesting scenery as you walk past abandoned check in counters on the way in, walk out through the gates onto the tarmac and into an actual airplane hangar for the expo itself.

tarmac tempelhof airport

Signage in the expo is limited and I found it very confusing, but the volunteers were helpful if you stopped to ask, so if you are lost or can’t figure something out, ask a volunteer, most of them speak fluent English.

In 2022, Once you enter the expo stay to the right and go all the way to the end to pick up your bib. If you pre-ordered any clothing there is a separate line right after you pick up your bib for pre-ordered clothing pick up. If you selected Bag Check you will receive your clear bag for bag check with your bib, if you selected Poncho you’ll just get your bib. As you exit the bib pick up, you will find yourself in the official Berlin marathon store area where you can find Berlin marathon, jackets, t-shirts, shorts, etc… Be prepared to hunt for sizes. If you are in the Men’s area and everything appears to be size Medium, you might be looking at the “M” for Men label instead of the size (learned that the hard way). In 2022, all the race gear was Adidas so the jacket is similar fabric and style (different colors) to what you get at Boston or London.  Nice that they had some colorful clothing for the men!  Not all guys want to spend their entire lives wearing blue, black and grey.

clothing store race expo berlin marathon

If you have friends and family coming with you to the expo to cheer you on, they will not be able to enter the bib pick up with you. Instead, when you enter the bib pick up line on the right, there is a little aisle on the left which they can take straight into the official Berlin marathon clothing store to meet you after you have your bib. Once you exit the marathon store the rest of the exhibitors are spread out across the airplane hangar which is a nice big space. We were able to find t-shirts, recovery sandals to replace the ones in my lost luggage (I love Oofos), gloves, body glide, compression socks, etc with little difficulty. There were about 3 different running shoe vendors on site as well, and because it’s Germany, you can wander around the expo with beer in hand (Non-alcoholic Erdinger is a race sponsor, Germany in general has a great selection of NA beers and drinks in general, be great when North America catches up on that front). When you exit the expo hall and go back on the tarmac there are a few food vendors around as well.

Expo Hall Photo Ops

There’s a wall you can sign and there are a few big posters inside and outside that make for good pics if you don’t want to line up for the official one. Outside on the tarmac you will also find the Candy bomber which is a neat little part of Berlin history.

As is often the case at the big races, the sooner you can get to the race expo the better. Thursday evening is busy, Friday morning is worse, Friday evening is even worse. Also, the later you go, the harder it is to find clothing in your size. 

There are some additional photo ops near Brandenburg gate and the Finish line. In 2022, they had a wall of fame with the names of all the runners.

Exploring Berlin before the race

Eating out in Berlin

pasta dish

There are no shortage of Italian restaurants for your pre-race meal Saturday night. I do recommend reservations for your evening meals. More than once we selected a restaurant, arrived, saw empty tables and were told they were all reserved. After three nights of wandering around trying to find alternatives, we learned our lesson and made reservations for the all subsequent dinners and found that much less stressful, and we got better food since we weren’t limited to whatever nearby restaurant had an empty table.  If you can’t reserve online, you can always ask your hotel concierge or front desk to help you call to make a reservation.

Tipping is always confusing in a new country. So lets be clear on this, you do leave tips in Berlin. When you pay by credit card you do not have the option of adding a tip, so you need to bring cash, or you need to ask them to add the tip before they enter the total. A Berlin friend told me 5 % is an average tip, 10% is a good tip, 15 % is a very good tip. On one or two occasions we had no small bills and left a 20% tip which is not that unusual in North America. These did result in big smiles from the wait staff who clearly appreciated it, and seems to re-affirm the guidance we were given.

Playing tourist in Berlin

It’s very easy to spend a lot of time on your feet walking and standing in Berlin, so plan your tourist time carefully. If you have a limited amount of time to play tourist the most famous quick stop landmarks are probably: Brandenburg Gate (you will run under it at the 42 km mark), the Berlin Wall (the section called East Side Gallery is the best place for photo ops as it’s covered with murals by artists from around the world), and Checkpoint Charlie.

berlin wall art
hippopotamus

There are also an incredible number of museums in Berlin. I have never seen such a variety. Yes you have the typical science museum, and nature museum. Since you are in Berlin which was famously divided by the Berlin wall there is a Checkpoint Charlie Museum, a Berlin Wall museum, the DDR museum (which gives you a really interesting peek at daily life in Eastern Germany), the Spy museum complete with actual gadgets worthy of James Bond plus an exhibit about James Bond. Still too mainstream? How about the David Hasselhof museum (well more of a display really, but an entertaining distraction if you are in the neighborhood), Samurai museum, Museum of mass produced things, museum of curry wurst, museum of disgusting food (I am not making any of these up).

Speaking as a well traveled zoo fanatic, the Berlin zoo is one of the finest zoos I have ever visited, with decent sized enclosures that provide wonderful views of the animals, and species I had never seen before. If you book it well in advance (months and months in advance, like the day you get your bib for Berlin confirmed) you can also book a behind the scenes visit with one of the animals. We met the hippos as that was the only tour with an opening left, but it was still a really cool add on (80 Euros for the behind the scenes tour, up to 5 people can participate)

Berlin is very bicycle friendly, a lot of roads have dedicated bike lanes, so another great way to explore is to rent a scooter or bicycle. A boat tour or hop on hop off bus tour is another great way to explore while staying off your feet.

Race Day

The start area

One thing I found REALLY frustrating was that the race kit provided a map of the course, but it did NOT provide a map of the start area. So finding details like what time your corral actually starts, or figuring out where the ONLY entrance for runners is located, or what paths are blocked so you can figure out how to reach the runners entrance from the other side of the park, or which of the three different bag check tents you needed was not obvious. The phone app and website kept pointing me to the online interactive map, which was better than nothing, but was still missing a lot of detail. You had tiny symbols on the interactive map, and when you zoomed in on the map the tiny symbols didn’t get any bigger so they were really hard to read. The day before the race I highly recommend walking over to the finish area and walking over to find the runners entrance and family meeting area. When you get there look for the big maps of the start area printed on the fencing. Take a picture of that map on the fence, that was the best map I found of the start area.

Start area map berlin marathon

Bag Check

Because the start and finish are at the same place, you don’t have a deadline for bag check. Just drop them off before you go to the corral using the bag you were given when you picked up your bib. In 2022, there were two sets of tents fairly far apart for different bib numbers. Hopefully, by 2023 they will fix the interactive map and you can tap on the gear check and it will tell you which gear check is which bib numbers. In 2023, that didn’t work but one of the maps on the fence beside the runners entrance had a legend in the bottom corner explaining which bag check tent is for which bib number. Since the two bag check tents are about 400 metres apart this was very helpful.

Port-a-potties

port a potties

There were a decent number of port-a-potties on the race course itself, but there were not enough in the start area. The line ups for the port-a-potties around the gear check tents and on the walk to the corrals was longer than I’ve seen at any other marathon. If you really want the luxury of a port-a-potty then I suggest you head straight for your corral, there are a few port-a-potties right next to the corral entrance and those were the shortest lines I saw.  At those port-a-potties they also had urinals for the gentlemen. Now keep in mind this is Europe, so they don’t put big fencing around the urinals to avert delicate eyes from men taking a pee. Nope these urinals are right beside the path in clear view, do what you gotta do guys, especially if that means one less person in line for the port-a-potty. Now I did say if you want the “luxury” of a port-a-potty, beside the corral entrance is your best bet. In Boston, there are dire warnings telling you that if you go pee in the bushes in the start village you will have your bib taken away. After running Berlin, I now understand why they give all those dire warnings, because that is clearly not the case everywhere. In Berlin, with the shortage of port-a-potties, that gap in the fencing with runners sneaking through, yup they are off to find a tree. That line of garbage trucks beside the fence provides some modicum of privacy for runners male and female who decided not to wait in line, so step carefully around that puddle coming out from behind the truck cuz it’s not water. If you couldn’t find a gap in the fence or a spot behind the trucks, there is a more forested bit near the start corral that had a fair number of male and female runners taking one final opportunity to empty their bladders before going into the corral.

Water and food

The start and finish area are the same open space. When you finish the race they have water and food, but I didn’t walk past those areas when I was starting. I went from the runners entrance, to the gear check, to the corral. I did not pass anyone giving out water or food along the way, so I would recommend bringing something to drink or eat with you if you want it. If anyone reading this post knows if there is a place to get food or water before you start please let me know so I can add that information to the post.

The Race Course

Water & nutrition stops

If you are used to the big North American races you will probably find the water stops at Berlin a bit lacking. The first water stop is at 5 km, and the first stop with electrolytes isn’t until 9 km. After that you basically have alternating water and electrolyte stopes approximately every 3 km. In 2022, the electrolyte stops had water, then Maurten drink, then tea. Yes tea, warm tea in fact. Kinda nice actually, but I admit I don’t know how that helps my body on marathon day. I may need to do some research on that. They also had bananas which I know many runners appreciated.

course map berlin marathon

The water stops had plastic cups so which meant the pinch the cup to make a spout trick does not work, so expect to spill water on yourself if you don’t stop to walk at the water stops. In the second half of the course some of the water stops were only on one side of the road, and since they weren’t at predictable intervals you had to stay alert to avoid missing one. I was happy with the number of volunteers working at the water stops, I really appreciated that! so before I forget a HUGE THANK YOU to the 7,500 volunteers who help out with the Berlin Marathon!

The Mall of Berlin water stop had Coke, which I appreciated, it was only at one table on the left side of the road.

There was one gel stop on the course handing out Maurten non-caffeinated gels. So if you are planning on using gels, even if you are using Maurten you will want to carry your own. Some runners carried their own water or electrolytes as well. I have never considered that for a North American major marathon, but I might consider it if I ran Berlin again as I have been spoiled by races like Boston where I have the option of electrolyte or water at every stop, and I did have trouble with cramping int eh last 10 km which could have been caused by not enough electrolytes, but of course it could just be that I was undertrained for the pace I set out to run.

The route (can I run a personal best?)

elevation profile berlin marathon

Berlin is famous as a fast course. Eliud Kipchoge set a new World Record at berlin in 2022 running 2:01:09! Part of the reason it’s so fast is because the Berlin marathon is flat. It’s not ‘track’ flat, but it’s flatter than any other marathon I have run, including Chicago which a friend of mine aptly described as ‘waffle flat’ because it has a number of small elevations where you have overpasses. My hill profile from Berlin on Strava says the race had a total of 61 m elevation gain. It does have a fair number of turns, and you go around a couple of roundabouts, so if you are really focused on a fast time, stick to the blue line on the road that marks the most efficient route.

This is a big race with a lot of runners, so especially near the start, expect to get trapped behind other runners. Even later in the course there are a few spots where the road narrows and you get caught behind other runners. I found it more crowded than Chicago or Boston, but not as crowded as New York. But despite the crowded spots and turns, you can definitely run a personal best on this course.

Mileage markers

They had markers every km but they do not have markers for the miles which I know threw off a few American runners. There are timing mats every 5 km so friends can track you online,

The fans and atmosphere

band at berlin marathon

There were fans along the entire course which I appreciated. According to the media guide there are an estimated 1 million spectators cheering you on. According to the media guide there were 157 nations represented among the runners. The majority were of course from Germany, then U.S. Canada had 772 runners which might account for the fact I only saw one Canadian flag among the fans, on the other hand Denmark had 958 and the Danish fans seemed to be everywhere and were always making lots of noise for their runners. Canadian fans have some work to do! Berlin prints your name on your bib so you will get strangers and volunteers cheering you by name which I think is awesome. By the way in case you were wondering the most common First name of a runner in the 2022 Berlin marathon was Michael and the most common last name was Muller. For the women the most common first name was Sarah but the most common last name was also Muller (fascinating the stats they share in the media guides!) One of the highlights of my race, was a random person cheering who called out “this is your day Susan” as I ran past. Thank you! There aren’t as many silly signs as you see at North American races, and of course many of the signs are not in English. My friend Christopher spotted a sign that said “I can’t believe you are doing all this for a free banana” but the sign was in German…I’m impressed he was able to do that translation mid-race. My husband had a sign that said “Go random stranger go!” and he had lots of fun interactions with runners calling “hey that’s for me, I’m a random stranger!” That’s a sign I’ve seen at a lot of other races, but it was a much bigger hit in Berlin, so if you are cheering, make a sign it will be appreciated! If you are running, you won’t have walls of fans 6 people deep until the very end, but you will absolutely have fans cheering you the entire way. It’s a very spectator friendly course. Because it’s a loop and the metro system is quite efficient, you can easily find a friend at least twice on the course. I highly recommend looking at a metro map and planning the day before where you plan to be and on which side of the road. It is much easier for the runner to spot their friend or family in the crowd than for the friend or family to pick you out of the endless parade of runners going by. Another neat trick to make it easier to find family or friends is to have them purchase a big mylar balloon to bring with them. That’s easier to spot from a distance.

There were also no less than 100 spots along the route where music was played according to the media guide. I wasn’t counting, but I did notice a lot in the last 10 km or so.

The weather

Many a great training plan has been thwarted on race day by bad weather. Your odds of good weather in Berlin are pretty good. At the start of the race in 2022 was 51F, 2021 was 58F, 2019 was 55F. Over the past 20 years, the cooler races are in the mid 40s, and the hot races are high 50s with winds ranging from 0 to 12 mph. However, the race has a fairly late start and fairly long breaks between corral starts, so if it warms up during the day and you are in a later corral you may have to contend with hotter temperatures. 2022 started out 51F and cloudy, but was 63F and sunny by the time I hit the half way mark.

You Finished!

Timing Chips

I was surprised to discover the Berlin marathon uses the old school timing chips that you put on your shoe. They don’t give you zip ties for them either. That means you have to tie them into your shoelaces. That’s all fine and dandy before the race, just make sure you put them on before you leave the hotel. The problem is that means AFTER the race, when bending over to untie a shoe can seem like an unsurmountable task, you have to take them off and return them before leaving the runners area. I had recovery sandals in my bag check, so I just removed the timing chip after I had taken off my shoes. Some runners had their own timing chips which you can register and use, that saves you having to return them post-race. They are allowed on your ankles, so I saw a suggestion that it you are a triathlete and have one of the old ankle straps for timing chips, you could bring that with you and wear it. Finding the place to return the timing chips was also a bit confusing. In the end I asked a volunteer where to return it, and she was kind enough to just take it for me. I heard there were volunteers with buckets near the runners exits as well, but I didn’t see them. When in doubt ask a volunteer.

Post race food and drink

There was one water table right after we got our medals, but honestly, I was ready for anything but more water. When you get across the finish you don’t have one nice long finish chute to follow that takes you to all the post-race goodness, so it’s a little confusing, especially when you are exhausted from the race. I had found my gear check bag, got changed, and then had to go back out to find the food bags. Turns out they were at tables near the beer tent. They had banana, apple, pretzels, and a couple of chocolate goodies.

Summary

Susan holding berlin marathon medal

Berlin is one of the Abbot world majors, and it’s one of the few where you have a decent chance of getting in through the lottery. It’s a good race to try for a personal best and I highly recommend it for your marathon bucket list.

If you found this helpful, check out my page of running posts including a guide to Boston, other marathon reviews, gear reviews, tips to survive on the treadmill and more. This post was written by Susan Ibach aka HockeyGeekGirl, Berlin is Susan’s 4th Abbott World Major, and she is a proud Boston squeaker, looking forward to running Boston in 2023 thanks to running 43 seconds under the BQ time at California International Marathon in 2021

Ten Tips for writing better blogs posts

This post will share ten specific things you can do to imrpove your blog posts.

  1. Make sure your post is worth reading
  2. Use a summary sentence
  3. Use lists to summarize content of long posts
  4. Use screenshots and pictures
  5. Complement your post with video
  6. Include hyperlinks
  7. Open links in a separate tab or window
  8. Let your personality come through
  9. It’s all in the title
  10. Go back and edit your post

1. Make sure your post is worth reading

Abandon the philosophy “I blog therefore I am”. Writing a blog post can be a selfish act, you may be really happy about something, or really angry about something or maybe you just figured something out and you want to show the world ‘look what I figured out”.

Ask yourself – What will the reader get out of reading this post?

There is too much “stuff’ on the internt. When you add to that collection of stuff, make sure it’s worth someone’s time to read it.  Are there successful blogs that rant constantly? Yes, but the successful ones are deliberately written to entertain or inform. Make sure you have a take away for your reader in mind. What will I learn from your post?  ‘how to install node.js’ ‘how to make a healthy snack your kids will actually eat’ or ‘how to avoid overspending on a laptop’

imageHere’s an example, this Imagine Cup post is a first person story by a student who won first place in a competition. What’s notable is the content helps a student understand the value of participating in the competition. It’s not just a brag about winning.

2. Use a summary sentence

When you search online for ‘what laptop should I buy?’, you get two thousand matches. How do you decide which search results is worth clicking?

The average user spends about 5 seconds glancing at a page before they decide whether it’s worth staying to read that page. Remember point #1 make sure your post is worth reading! The user wlil take about 5 seconds to decide if your post is worth reading. So, provide a single sentence to tell me what I learn if I take the time to read your post.

It helps to make your summary sentence stand out visually by using italics or a different colour.

image

Another advantage to the summary sentence: Your summary will appear in the details of the search results soI know what I wil learn from the search results page as well. I wrote this post two years ago and it still gets hits (Mental note: go update this post so people aren’t finding out of date information…)

image

3. Use lists to summarize content of long posts

Sadly some of the best blog posts are the least read.

Why? Because when someone takes the time to write out all the details to explain something, the end result can be a very long blog post.

Your reader may be looking for something very specific. You may provide that information half way through your post, but they are unlikely to read through 4 pages to see if you cover that one topic. If you break your post into sections, you can provide a list at the top listing all the sections. If you really want to make the user happy, add hyperlinks so your reader can click on a topic and go straight to the section of interest to them.

image

4. Use screenshots and pictures

A picture is worth a thousand words!

If you are going to try and show me how to use a piece of software, or how to bake a cake, please include pictures and screenshots.  It is visually appealing and can be more effective than describing with text. Pictures also break up the endless text in a longer blog post. If I see a really long post with nothing but text I am less likely to read it.

If you are going to share screenshots, invest in software that will let you capture delayed screenshots so you can show pop-up menus. It helps to have an editor so you can add boxes, arrows, and highlights to your screenshots.

All the screenshots in this post are captured and edited with Snagit.

SNAGHTML28ce7630

5. Complement your post with video

If a picture is worth a thousand words, a video can be worth a million!

Whether you are showing me how to apply a compression bandage, how to cook an omelet or how to deploy an Azure website, video can be a great complement to your blog post. But keep it short. If you embed a 57 minute video in your blog post, chances are your video will go to the ‘when I have time’ list along with a number of other excellent recordings that I really want to watch when I have the chance. I find somewhere in the 4-9 minute range is about the longest video I will watch when it is embedded in a blog post. You are better off creating 4×5 minute videos than one 20 mintute video if you can find a way to break up the content.

As with screenshots, take the time to invest in some software for recording your video and a microphone to improve the audio quality of your recordings. The other advantage to short recordings is they take less time to redo when you make a mistake. If you are doing a software demo, increase the font sizes and consider a tool like Zoomit to help highlight and zoom in on the important parts of the screen during your demo.

Watch the video below and try to imagine writing a blog post to explain how to use this feature instead of using video. FYI, I used Zoomit to zoom in and draw a few arrows. (my Zoomit skills pale in comparison to @GeekTrainer who uses it really effectively in his Microsoft Virtual Academy videos). FYI, I used my headset instead of my Snowball Microphone for this recording and I did get feedback from a viewer saying the audio was hard to hear.

Sample video using Zoomit and headset microphone

6. Include links!

When you recommend a tool or resource, please provide a hyperlink!

I LOVE bloggers who include links to related resources. If you are showing me a recipe for a cocktail and the recipe calls has an ingredient of “ginger simple syrup” please give me the link to a recipe for ginger simple syrup, that’s not somethig I can just pick up at the store! If you are writing a technical post and you start tell me I need to have a Microsoft account and Visual Studio installed, give me links on where to create a Microsoft account and where I go to install Visual Studio! Please!

I suspect one of the people who read this post has already clicked on a link in this post. If not here’s one for you to click now.

7. Open links in a separate tab or window

Don’t lose your reader!

You’ve added links to your blog post, but what happens when your reader clicks on them? Do they leave your post? Will they ever come back?

If you don’t open links in a new window or tab, I may click on that link in and never return. You put time and effort into the post, you convinced me to start reading it. Increase your chances of me reading the whole thing by opening links in a new tab or window.

8. Let your personality come through

This is your blog post! You have a personal style, let it come through in your post.

Whether it’s a  tradition of including a picture of your cat in each blog post, links to random silly videos, song parodies, or a tendancy to write run on sentences, something I have been accused of doing from time to time even though that goes against best practices when writing blog posts.

9. It’s all in the title!

You may have written the best explanation of how to change a tire ever! But if you gave it the title “I figured it out and so can you” Chances are I will never find your post when I am searching for tips on how to change a tire.

Your title needs to give me an indication of what I will learn or at least catch my attention so I am curious enough to visit your post and read your summary sentence.

Personally I despise titles with hyperbole such as “The most amazing unbelievably scrumptions chocolate sauce ever” I find them too much and they actually turn me away. So do be careful with adjectives in your title. I prefer a simple descriptive title “An easy dark chocolate sauce recipe” is more likely to get my attention especially when you add a nice photo of a slice of chocolate cake draped in your velvety sauce… hmmm hungry now.

When in doubt, a popular title is Top Ten <fill in the blank>, people often search for top laptops, top video games, top new features, top attractions, so it’s a good fallback title, of course it does force you to come up with 5 – 10 good points to cover in your post!

10. Go back and edit your post!

Edit and then edit again!

Re-read your post and look for spelling mistakes. Spell check won’t catch everything! I recommend reading the post from bottom to top to look for spelling mistakes. After all their mite bee some words that spell check says are syntactically valid but inn you’re post are used inn the wrong context.

A good friend of mine writes short stories and has had several published. She told me when you finish a store or chapter, you should go back and edit it with the goal of removing sentences and words that do not add to the story. When you are finished your edit, your story should be about one third shorter! The result is a cleaner, faster paced story. You would be amazed how much you can remove while still delivering the same message sharper and cleaner!

Go forth and write!

There are many other ways to write great blog posts, but hopefully this helps! Apologies  to all my readers for all the posts I have written where I didn’t folllow my own rules!

Women in Tech–10 Tips for balancing family and business travel

ViewFromAPlaneAfter twenty years of working in high tech and just about every one of those years involving business travel, I won’t even pretend to have perfected the family/work balance but, if you are about to embark on a job that involves travel, I have a few tips that might help.

1 – Accept you may catch some moments in reruns

First steps, losing a tooth, scoring a goal at the hockey game, as a parent you will get to witness many amazing moments in your child’s life. If you travel for work, you are going to miss some of those moments.  It’s not the end of the world, find pleasure in listening to your spouse or child tell you all about that awesome moment. They will be thrilled to have an opportunity to relive it with you when you call or get home.

2 – Find a farewell routine

Life is easier when you have a routine. It helps to have a routine when you leave on a trip. My routine is fairly simple, when I leave town I give the kids (and my husband) a bedtime kiss and hug for each night I will be gone (a little tougher now the boys are teenagers). This is my way of letting them know that even though I am not home, I am still thinking of them. It also gives them a sense of how long I will be gone. A 3 year old doesnt really understand the difference between a 2 day and a 5 day trip. But, kids figure out quickly that only one extra hug meant a short trip. I still remember the night before a two week trip, my 7 year old son stepped back and looked at me and said ‘that’s a lot of extra hugs mom.’  Some people count sleeps until mom or dad gets home. You could make a countdown with post it notes or tear out pages from a day by day calendar and leave them behind one per day. Whatever works for you. Just make sure it doesn’t require too much work beforehand, if you are travelling regularly, you won’t always have the time and energy for complicated rituals.

3 – Do what you can to make your time away easier for your spouse

Leaving for a week? maybe you should call a cleaning service to come and clean the house while you are away, or arrange for someone to mow the lawn. Maybe, the best way to help is by getting someone to help get the kids to and from their various activities. I try to make arrangements for someone to drive my son to his hockey practices so my husband has doesn’t have to manage supper, dishes and driving to and from the arena. Sometimes I can make his life easier by doing something as simple as baking the kids favorite cookies before I leave, so there are peanut free snacks to put in the kids lunches. When I had a two week trip I made arrangements for a friend to come to the house and take the kids to dinner and a movie over the weekend, so dad could have a night off. (We don’t have the luxury of grandparents in town to help out, but if you do, they could also be a great resource to give your spouse a break when you are away)

4 – Set expectations on when you will call home

In this world of text messages and Skype, there are lots of ways to stay in touch when you are on the road. But, it’s still a good idea to just have a quick chat with your spouse to manage expectations. Will you be available during the work day to exchange a text message or an email? A call may take some planning. What nights will your spouse be busy with kids activities?  When will they be busy with bath time?  When will you have privacy for a voice call? a video chat? Are there nights when you have evening commitments on your trip? Are you going to talk every night? Are you caliing to talk to your spouse at one time and your kids at a different time? In my early days of business travel (pre cell phones) my husband used to call my hotel room in the evening, on my first couple of trips I missed the calls and came back to my hotel room to a blinking light and it was too late to call back (don’t forget to factor in time changes as part of your planning). You may be busy on your trip, but your spouse is still at home dealing with all the day to day activities and may be craving some adult conversation, or a chance to unload after a bad day. Sometimes you can just call on the spur of the moment, but it’s good to have a couple of pre-planned times just in case!

5 – Don’t buy everyone presents on every business trip

If travel is going to be a regular occurence, you don’t want the kids to expect a gift every time you go away. Don’t hesitate to bring home a little something from time to time, but you don’t need to be rushing around the airport gift shop every time you have a flight. Like everything else you need to find a balance. My approach was to pick up a gift when I am visiting somewhere new or out of the ordinary. Of course, sometimes you stumble across something you just can’t get at home, a favorite brand of chocolate bar, an interesting bottle of wine, a cool pair of socks (no seriously, my son loves wearing funky socks, and I never know when I will find a cool pair). When it’s unexpected it’s a bigger treat.

6 – Share your travel perks and points with your family

If you have status on the airline, make a point of going to the airport with enough time to visit the lounge with the family (assuming your kids are old enough to get a kick out of the free cookies and drinks). Can you cash in some air miles to get free admission to the zoo? How about using your hotel points to stay at a fancy hotel for one night, cash in your upgrade coupons on a family trip and give your spouse a turn in first class. If your kids are older and are well behaved travellers, consider giving them a turn in first class as well. Please remember that smaller children should not be sent up to first class on their own, I have a friend who when upgraded ended up sitting next to a 3 year old (not sure of the age, but he got my friend to cut his meat up for him so we are going to guess the 3 year old range) this boy was providing his own loud commentary as he watched the in flight tv, was rude to the staff, kicked the seat in front of him, and was generally loud and disruptive. Meanwhile his father was somewhere in economy oblivious to the whole thing. My friend was getting the dirty looks because they thought he was the parent. So while I applaud taking kids on trips and giving them the opportunity to experience first class, with younger kids that should only be done supervised by mom or dad. But I digress, the main point here is your family is affected by your business travel, it’s stressful for them, so if you get a few perks try to share the benefits with them.

7 – Listen and ask questions

When you come home from a trip or you call home during a trip, chances are your spouse or kids will have news to share. Even if you had an exciting day/trip listen before you tell your story. Ask about the science test, the doctor’s appointment, recess, bath time.

8 – Try to be home before bedtime

I’ve discovered that if my kids see me before bed, they don’t consider that a day away. So sacrifice a little sleep in the hotel bed to catch that early morning flight so you can be home by suppertime. When going on your trip, try to avoid those early morning flights so you at least have breakfast with the family before you take off.

9 – Set limits on your travel

How much travel is too much? Best to discuss that with your spouse before it happens. You should also ask yourself which family events should not be missed. Sometimes the answer when the boss says ‘can you do this trip’ is no. I call it my domestic air miles balance. When I take a trip I am cashing in domestic air miles, and when I get home I need to earn them back. Occasionally, if I am travelling somewhere really interesting or in a city where I have friends or family to visit, I cash in a few extra domestic air miles and spend an extra day in the city to explore. If I have had a few trips back to back and another one comes up I might tell my boss that I have cashed in all my domestic air miles and need some time to earn them back before I travel again (If you do turn down a trip, tell your spouse you did it, I’ve discovered letting them know I said no to a trip helps me earn back a few more of those domestic air miles). Saying no from time to time is not going to hurt your career. If you have accepted a job with very heavy travel, then it’s important to stop from time to time and discuss with your family if the job is worth that much time apart.

10 – Give your spouse a chance to be an awesome parent

When you are away, the household routine may vary. maybe the kids get ice cream as a bedtime snack instead of fruit. Maybe they get to watch a tv show you normally don’t let them watch, or they get more video game time than you would normally allow. A little rule stretching can actually help the kids feel a little closer to dad. Maybe there is a restaurant, tv show, or movie that you don’t like but they do, what better time to do it then when you are out of town! They will still want to spend time with mom, and tell you about their days and adventures when you get home. If the kids get a little quality time with dad and bond doing something you wouldn’t normally do, even some minor rule breaking, maybe that’s okay. I honestly believe that my kids are a little closer to their dad because I am occasionally out of town.

Jobs which require business travel can be exciting and great opportunities, but they will absolutely impact your life at home. A little foresight and planning will make it easier on everyone! Safe travels and share your tips as well!

Be a better blogger – Add a Summary Sentence

Adding a summary sentence to the top of a blog post helps a reader decide if they want to stay and read your post.

My team took a great course on writing for the web where we learned a number of tips and techniques to improve our blogs. I want to share some of what we learned so you can be a better blogger

The average user spends 10 seconds looking at a web page before they decide if they want to stay and read it. That means you have 10 seconds to convince them they want to read your post. Now having said that, not every post is intended for every reader. When I write a blog post about the Imagine Cup competition it is aimed at university and college students taking Computer Science or Engineering. Whereas this blog post is aimed at bloggers. You don’t need to hook all readers, just your intended audience.

The easiest way to tell someone in 10 seconds or less what is in your blog, is by adding a summary sentence. I find putting it in a different font size or color helps it stand out.

Don’t believe me? Test it out

Look at this blog post for 10 seconds. Do you know what you will learn if you take the time to read that blog in full? Was 10 seconds enough time for you to make a good decision as to whether you want to read that blog?

Now look at this one. A little intro paragraph at the beginning helps doesn’t it?

Now look at this one. See how the opening two lines give you enough information to decide if this blog is of interest to you?

Now look at the first sentence of the blog post you are reading right now, did that sentence catch your eye? Did it help you understand what you would learn by reading this post?

It doesn’t take long and your readers will appreciate it!

Do you hate SharePoint? Part 4 of 4

If the answer is yes, could your hatred be caused by your local implementation? In this final post of our blog series we look at the last of four common problems with SharePoint implementations and how you can address them.

Once again, a huge thank you to Neil MacIsaac, SharePoint MCT, for putting this entire series together. Happy reading!

If you missed the earlier posts you can find them here

  1. Business Intelligence

This week we look at Business Intelligence.

4. Business Intelligence

Are there organizations out there that are really striving for Business Unintelligence? Wouldn’t everything that an organization does be in an effort to do something better? I love the term Business Intelligence (BI) mainly because of its massive overuse and its wide misunderstanding as ‘reporting’. So the question really becomes "How do we maximize our BI?" First, it is important to understand what BI really is. It is about making better decisions. If we have better data, and a better understanding of our data, it would be logical to conclude we would make better decisions right? Not necessarily. The theory is correct, but in practice most organizations fail to implement this properly by not focusing on the decision that they are trying to improve and instead only achieve in bombarding their key decision makers with an avalanche of reports. What is also surprising is that most of the decision makers in an organization are probably the ones asking for the reports in the first place. Let me give you an example. In a sales based business, you might see some monthly sales figures like this (overly simplified for the sake of discussion)

Sales Member

Monthly Sales (Units)

John

5,437

Mary

8,350

Bob

3,043

Jim

7,410

Why do we need to see these sales figures? The typical answer you will get will be "Because I need to know if there are any problems and to see if we are doing better or worse than last month or last year." So, with the above numbers, where is the problem? Most people would focus on Bob because his numbers are lower than the others. What isn’t shown with these numbers is that Bob is the newest of team and manages the smallest sales area. Can you still spot where the problem is in the above sales numbers? The typical failure in implementing a BI solution within SharePoint is usually in the disregard for a proper BI solution that focuses on those key decisions which strives to achieve a better decision by supplying as much data around the factors and drivers of the data as the data itself. Instead we see fancier reports of the above sales table and hope that our decision makers will ‘figure it out’. Another interesting point concerning SharePoint and BI integration is the potential for SharePoint to implement the decision. If our BI solution is focused on key decisions, a good solution should allow the user to implement the decision as quickly and easily as possible.

Conclusion

As you can see, SharePoint offers many challenges when deployed into an organization and requires due diligence to maximize your return. I hope that some of my tips may make their way into your organization and perhaps save you from some of the common pitfalls that have trapped others. There is good reason why SharePoint has become as popular as it has and hopefully you will be better able to get the most out of your implementation.

My love affair with Visual Studio: Error Correction

I have been working with Visual Studio for years, and I’ve found a few tricks along the way that make my coding easier. In this blog post I’ll show one of my favourite time savers the Error Correction feature.

When you are writing code for a form or a class as part of a team, or even if you are just starting work on a project which will be made up of multiple classes, you always end up having to reference classes, properties, or methods in your code that haven’t been written yet. So you either have to comment out those calls, add them later, or add stubs so your code will compile. In Visual Studio 2010 they added a neat little feature that will add the stubs for you!

Say I am writing code for a click event handler that will create and populate an instance of a Student object who will be registering for a course. I haven’t created the Student class yet so I see a squiggly under the word student and this little rectangle at the end of the squiggly.

image

Now comes the cool part, I can carefully hover the mouse over the tiny rectangle and a little warning symbol will appear, if I hover just right it will appear with an arrow beside it that I can click on.

ErrorCorrectionOptionSmall

Clicking on that little arrow will bring up a menu of options that will fix the error for me! By the way, if like me, you find using the mouse to bring up the list fiddly, you can use the keyboard to bring up the correction menu by putting the cursor on the word student and hitting CTRL + . that’s CONTROL KEY and a PERIOD.

ErrorCorrectionListSmall

Visual Studio is offering to create a Student class for me, or to define a new type (variable essentially). If I click on Generate ‘Class Student’ I can see a new class appear in Solution Explorer called Student.vb

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If I open up the Student class I see it has not only created a class, but because my code called a constructor and passed in two variables, it created a constructor method in the class as well that accepts two variables!

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The code isn’t complete by any means, but it’s enough to get rid of the squiggly on Student in my event handler!

image

Of course now I have squiggly lines under vFirstName and vLastName because I haven’t declared those yet, but if I bring up the Error Correction list for those variables I select Generate field for vFirstName and then Generate field for vLastName and it adds the declarations for me!

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Sure, it didn’t’ know what data type to make the variables, it’s not perfect, but when I am trying to test something quickly these little Error Correction tools that will generate code stubs for me can be a real time-saver.

This blog also appears on the Canadian Solution Developer Blog

Do you hate SharePoint? Part 2 of 4

If the answer is yes, could your hatred be caused by your local implementation? In this second part of our blog series we continue to explore four common problems with SharePoint implementations and how you can address them.

Once again, a huge thank you to Neil McIsaac, SharePoint MCT, for putting this together. Happy reading! If you missed Part 1 – Information Management, you can read it here

SharePoint is an interesting platform and as it grows as a product and with its already incredible adoption, it is an important cornerstone for many organizations. But ask the people that work with it, and you will find a divided love it or hate it passion for the product.

Why hate it?

It’s my experience (which dates back to the site server/dashboard days), that many customers have difficulty handling the product and I mean this a number of ways. Here’s the issue:

SharePoint will amplify your problems.

So why do we hate it? I would hate anything that made my problems larger. But did SharePoint create the problem? That would be like blaming the carpenters hammer for building a crooked house. The problems are our own doing in the majority of cases. In my experience, the most common problem SharePoint seems to amplify are the following;

  1. Project Management
  2. Information Security
  3. Business Intelligence

Last week we looked at Information Management, this week let’s look at Project Management.

2. Project Management

There are some interesting numbers on the frequency in which SharePoint projects fail. I won’t bore you with numbers mainly because individually they succumb to a lot of subjectivity, but ask anyone that’s been around the block a few times and they will tell you that the majority of SharePoint projects fail. Why? Blaming SharePoint for a bad project is kind of like blaming a poor house design on the hammer in the carpenter’s hand. SharePoint is a tool, albeit a very complex one, but the result is always the result of its usage and rarely the tool itself. SharePoint has its quirks, the vast majority of products do, and part of a proper SharePoint implementation is to address those quirks as best we can. But that’s not where projects tend to fail. The common culprits are the following;

Scope management

This is a really tough one to control in a SharePoint project. When the decision has been made to use SharePoint and people soon realize that it has the potential to solve the majority of your organizations problems, many organizations attempt to solve everything at once or completely the opposite, choose to only solve a single problem with SharePoint.

SharePoint projects are commonly either scoped too large, or too small. Too large a scope, and you are overwhelmed trying to coordinate a very complex solution. You get bogged down with the intricate under wirings of your organization to the point that your project will be stuck in the requirement gathering stages for years. I’ve seen it. I’ve seen organizations that have planned for a year and not really yielded any results. On the other hand, organizations that start too small usually create an inadequate solution for growth. So where is the happy medium?

To properly manage scope within a SharePoint project you need to understand a bit of the big picture of your environment and then focus on one problem at a time. The best place I have found to start is by establishing proper Use Cases for your organization, and not just the ones you think should go into SharePoint. Properly created Use Cases are one of the most powerful architecture tools that we have in IT and is something that every IT department should have on hand already. They truly help focus our solutions to be task oriented and not data oriented. By understanding what our people do or need to be able to do, we can create a better solution for them. After collecting Use Cases, we need to establish an overall vision for the SharePoint solution. This can be a little bit daunting to staff that are new to SharePoint structures. If we look to our Use Cases, we can group the cases that are shared by common roles with the idea being that those roles should be able to complete those tasks as easily as possible. By grouping them, we can establish areas in SharePoint where an employee in that role can go to and complete those tasks. We now have an idea as to the scope of our project – make an area in SharePoint do cases x, y and z. Many areas can be identified with their Use Cases bound to them, and realistic timelines could be better established for each area.

Requirements Gathering

Most organizations feel they are pretty good at requirements gathering because they’ve been doing it for so long. In my experience, they’ve just established that they don’t understand process improvement. It is the question "How can we do this better?" where we establish our daily pursuit of perfection and question our assumed excellence. There is a lot of information elsewhere on different approaches, so I will cut this down as simply as I can. If you are not using an iterative process in your IT projects, you are doing it wrong, plain and simple.

Have an Architect

I should expand on this a bit. You should have a qualified SharePoint architect or architecture committee. "We don’t have one, so where can we find one?" Good luck. There are a lot of lousy consultants out there for various reasons, but you really need to have a good architect in an IT project who understands the impact of various choices they make. When it comes to SharePoint, I offer this advice. Give your solution architect a business problem you wish them to solve in SharePoint, and ask for 3 different solutions and the pros and cons of each. If they can’t do it, RUN! They are obviously under-qualified to be supporting you. A really good architect should be able to rough out more than 3 different solutions.

Testing

Wow. This is one of my absolute worst pet peeves of the IT industry. If the only testing you are doing is User Acceptance Testing (UAT), and maybe some regression testing, you have really missed the boat. I have a whole spiel on this topic which I will save for another blog someday. When it comes to SharePoint, test your solutions including your code and go beyond the question of "Does it work", and ask "Does it work well?"

Use SharePoint to run SharePoint

This is one of my favourites mainly because it is one of the most overlooked. I often ask my clients how someone in their organization would go about creating a new site, say, to manage a project. The answer is typically that the person making the request would send an email to their manager, where it would eventually be forwarded to IT after a couple of emails going back and forth for approvals and information gathering, an IT staff member would then go and manually create a site for the requestor. My reply usually goes something along the lines of "So, you gather some required information, invoke a workflow with steps for approvals and further data collection, and create a site based on the data. Why isn’t that automated in SharePoint?" By using SharePoint to manage SharePoint, you can establish a more consistent structure and daily routine. In the above example, the data can be collected via a list. Workflows can be initiated for the approvals and further data collection and in the end a site could be created automatically as the final successful step in the workflow process. The result would allow IT staff to be involved less, the results more consistent since we reduce the amount of manual steps, and the process to flow much faster. Managing IT requests are also business procedures so don’t ignore them when developing your Use Cases for SharePoint.

Next week part 3 Information Security…

This blog is also on the Developer connection

Do you hate SharePoint? Part 1 of 4

If the answer is yes, could your hatred be caused by your local implementation? In this blog series we look at four common problems with SharePoint implementations and how you can address them.

SharePoint is one of those tools where the line blurs between the developer and the administrator, much like SQL Server and much like SQL Server, SharePoint is everywhere! So even though this post is not about coding for SharePoint, I thought it had some great information that many of us could use when dealing with SharePoint implementations, either as a developer supporting an implementation, or even as an end user (did I mention I use SharePoint at work? Hey boss, you reading this?).  A huge thank you to Neil McIsaac, SharePoint trainer extraordinaire, (bio at the end of the blog) for putting this together. Happy reading!

SharePoint is an interesting platform and as it grows as a product and with its already incredible adoption, it is an important cornerstone for many organizations. But ask the people that work with it, and you will find a divided love it or hate it passion for the product.

Why hate it?

It’s my experience (which dates back to the site server/dashboard days), that many customers have difficulty handling the product and I mean this a number of ways. Here’s the issue:

SharePoint will amplify your problems.

So why do we hate it? I would hate anything that made my problems larger. But did SharePoint create the problem? That would be like blaming the carpenters hammer for building a crooked house. The problems are our own doing in the majority of cases. In my experience, the most common problem SharePoint seems to amplify are the following;

  1. Information Management
  2. Project Management
  3. Information Security
  4. Business Intelligence

Without a doubt, this is not a definitive list of problem areas, but from my experience, these are the key ones that help make or break your experience with SharePoint. So let’s take a look at them.

1. Information Management

In my mind, this is the biggest problem area and by a considerable margin. Why? Well, if you think about information management, it really encompasses all of the other areas. It is a really broad topic. What is surprising is as an industry whose core revolves around titles such as Information Management and Information Technology; you would think that we’d be better at it. Let’s look at an example: The shared documents library within the default team site is fairly widely used by organizations. At face value it seems like a perfect solution for the sharing of documents. After all, it is called the ‘shared documents’ library.

When I was a kid, I remember going to the library. I am talking about the real one that had shelves and shelves of books that you couldn’t carry around in your pocket. I won’t refer to those times as ‘the good old days’ because they simply weren’t. What fascinated me was the organization. I had the power as a kid, to walk in to the library and find various books on a topic that interested me, and to browse some additional information about each book before ever finding the book on the shelf. You might be thinking that I am referring to the ability to sit down in front of a computer and search, but I’m older than that. I’m referring to the cataloguing system called the Dewey Decimal system.

That’s right, no computers. Yet I could search amongst a huge amount of material systematically and rapidly (for the times). 135 years later, and I’m watching organizations fumble with taxonomy and metadata like new borns driving a car.

So what’s the problem?

If we look at the shared documents library like a real library and a document like a book, if you let your employees simply start saving their document in the library it becomes almost the equivalent of having a library where you open up the front door, and chuck your book into the building. Imagine trying to find that book a week later. For the first hundred books or so, you might be ok, but what about the first thousand? Every time you see the default shared documents library being used, you should picture a real library, with nothing more than a mound of books in the middle of the room and people frantically trying to find things in the pile. The first thing that might come to many peoples mind is that "Well that is what we have Search for!" No we don’t. Well, not exactly. Search doesn’t organize our data for us; it makes the retrieval faster in larger systems. If you don’t believe me, do an internet search for a topic such as Shakespeare and tell me what the most current and correct material is on the subject. So how do we go from a pile of books on the floor, to nicely organized books on the proper shelves? The answer is 2/3rds metadata, and 1/3rd taxonomy.

Metadata is data that describes data. In the case of the Dewey Decimal system, that data helped to organize books into categories such as fiction or non-fiction, and provide additional tags such as animals, psychology, religion etc. so that you could much more easily identify basic keywords that described the material. In the library system, that information is collected, identified, and then recorded when the book is first brought into the library so that the material can be properly placed as well as be identified within a cataloguing system to be more easily retrieved. Do your SharePoint libraries behave like that?

Taxonomy is the organization of metadata. In the example of the library, who determined that fiction and non-fiction should be one of the primary organizational metadata to categorize books? Why not hard cover and soft cover? Within your own organization, the determination of metadata and the taxonomy surrounding it is purely yours. It needs to reflect your organizational goals, which is why companies like Microsoft can’t exactly make that an out of the box feature. YOU have to address it, and unless you like sorting through a million books, you need to address it yesterday.

If you haven’t already addressed it, let me help you with a few tips.

Focus on process

Data is a byproduct of process. Data simply wouldn’t exist if it didn’t have somewhere to go or something to be done to it. Knowing and understanding the key processes in your organization is a must. What can be more difficult is the identification of key areas where your processes will likely change, or where you would like to change in the future. The reason we need to identify this as best as we can is so that we can better lay the ground work now. In other words, after we know what the current process is, we need to ask "What is likely to change? What additional information might be needed to identify problems or opportunities that we could leverage to further improve the process?" As an example, if we examine a simple project management site where we record change requests and have their statuses updated, could you easily identify the total amount of time it took to go from request to resolution? Could I easily identify the chain of events that happened after receiving a change request? And is either of those 2 details important to me or will be important to me in the future? Questions such as those will help take you beyond simply recording a change request and marking it as ‘resolved’. Better metadata = better taxonomy = better processes.

Have Multiple Taxonomies

Taxonomy is fairly simple in concept in that it is leveraged metadata. I think I’ve already established the importance of having some type of taxonomy. Although what I am about to say is really two versions of the same thing, for the sake of the SharePoint argument I am going to separate the taxonomies into 2 types; Navigational taxonomies and categorical taxonomies. The reason for the separation is so they can be planned according to their primary usage in that users are either finding the data they need, or working with the data to make decisions. By focusing on their usage, we can hopefully make a better taxonomy.

With navigational taxonomies our focus should be on the Use Cases that you have established for the project. By focusing on what people do with the site, we can streamline their access to their data. You won’t be able to establish that unless you understand what people do with your site, and Use Cases are the best way to establish that.

You should also support more than one navigational taxonomy since there isn’t only one way to complete a task. The goal of the menu navigation should be task focused, so how do we add a second navigational taxonomy? By adding more menus? No. In SharePoint, we can add these extra navigational taxonomies through the introduction of a Site Directory focused site, and/or through the use of custom search pages and results. Both of these options are relatively easy to implement and will allow your users a second and or third way to find a location in your growing architecture.

Categorical taxonomy can be a bit harder to implement since it deals directly with content. We need to collect metadata on content to better describe it, but what should that metadata be? How should it be best structured? Great questions and the first answer lies within understanding the various processes surrounding your data. How it will be used, what decisions need to be made on it, etc. The metadata from this is typically well understood and most organizations have little trouble in establishing what the metadata is rather they have trouble in establishing how to best implement it within SharePoint.

Let me give you some tips in establishing categorical taxonomies;

Use Content Types

Content types are a way of establishing a common structure that can be shared amongst lists and libraries. Use them if you want to establish some consistency.

Use the Managed Metadata Service (MMS)

You can think of the MMS as a place to store the common vocabulary for your organization which can be used and shared in a number of ways. Another advantage is that you can disseminate the administration of the terms to the people that use them and not IT. Be aware that the MMS interface within the Document Information Panel is only supported within Office 2010.

Support Views

Views are a great way to change to look and organization of a list or library. They work by changing the display of the data, such as sort order, which columns are shown etc. Good views require good metadata.

Support Soft Metadata

Hard metadata is metadata that directly fulfills a business requirement. In other words, it really needs to be there and usually in a very structured way where we control the terms and their usage. Soft metadata on the other hand is metadata that doesn’t have a direct business relationship but can offer some insight to the content. A good example would be in the way that we tag photos. Quite often we will need some hard metadata such as the date that the photo was taken and the location, but we want to support soft metadata so that users are able to tag the photo with open terms, such as ‘wildlife’ or ‘Christmas Party’. But why do we want to support this? To which my answer is ‘Do we really want to turn away free information?’ Granted there is a minimal support cost to this. In the end, we have content that is simply more usable, and with any luck, could be leveraged one day, so I often tout that the support costs are minimal with a potential for much gain, so why not. SharePoint 2010 can implement this many ways including using keywords, and/or open MMS term stores.

Archive

This has been a thorn in my side almost wherever I go. We work in the information age and are so-called masters of information technologies, so why are we so bad at archiving strategies? A common dialog I often have with my clients goes something like this: "Our data retrieval is slow because we have a lot of it, over a million rows.", "Why do you have over a million rows in your table?", "We need to keep our data for X years.", "Did anyone say you need to keep it in the same storage medium as the daily production data?", "Ummm, no.". Archiving data does not have to be offline, it can be online and accessible, it simply has a different purpose than your live, day to day, data, most importantly it should be separated. Every time you create a new location where users can add content, whether it be a list, or a library, or a database, or a file share, you should ask yourself "How does this content retire?" and "When does it change its purpose?" After that, automate the process. Without an archival strategy you are setup for failure, you just don’t know when. By accumulating data over time, you cause the live, day to day, data to slowly become harder to use when it is left in the same storage medium. Retrieving data will be slow, and it will often get in the way of users trying to find the correct content while they are trying to accomplish their day to day tasks.

Next week Part 2. Project management…

NeilMcIssacNeil McIsaac (MCPD, MCITP, MCTS, MCSD, MCDBA, MCSE, MCSA, MCT) is an accomplished educator, consultant, and developer who specializes in enterprise application development and integration, application architecture, and business intelligence. As an instructor, Neil shares his knowledge and years of experience with students on a wide range of topics including SharePoint, BizTalk, SQL, .NET development, and PowerShell. He recently did an interview about SharePoint in the Cloud with .NET Rocks

Neil is an owner of BlueGreen Information Technologies Inc., and has over 18 years experience working in the IT industry in both the private and public sectors. His focus on large scale application development and integration keeps Neil involved almost exclusively with enterprise level companies. However, he also works in every level of government.

Neil lives in Moncton, New Brunswick Canada. In his spare time, Neil enjoys downhill skiing, golf and a new motorcycle.

This blog is also posted on the Canadian Developer Connection

Want Your Presentation to Rock? Hook Your Audience Early!

Every day professors there is a lecture room with someone standing up front talking about Fourrier Transforms or looping algorithms. Whether it’s a class presentation,  a lunch and learn for fellow students, or a presentation on a co-op term, all of us are called upon to present from time to time. When we put together a presentation it can be tricky to deliver the information the audience needs in a way that will hold their attention. You want a presentation that will grab and hold their attention. Luckily there is a very easy 5 slide structure you can use in your slide decks to quickly get the audience invested in your presentation.

I really believe you have to get your audience hooked right from the beginning. Whether you are presenting at a conference, to a client, to your boss, or to co-workers. You want to make sure the audience understands what you will be talking about and why they should care right away! We all have limited time, so when I sit down to listen to someone else present I want to know right away what am I going to get out of this presentation.

The structure I use at the start of my decks is based on the principles in Beyond Bullet Points by Cliff Atkinson.

Let’s say I wanted to talk to a group of programmers about developing an application for a Windows Phone. A typical presentation might start out with a slide that shows a picture of a windows phone, then it might display a slide that lists the tools you need to download to start developing, then a slide listing the hardware and software requirements to use the tools, you have a few slides talking about the different types of phone applications you can build, then maybe you do a Hello World example, and you do various code examples and demos and finish up with talking about how to publish an app to the marketplace. Sound about right? That’s fine, but it could be so much better! All you need to do is put careful thought into the first 5 slides!

Slide 1 The Setting

The very first slide in your deck should give your audience the setting, telling them where we are right now. Think of it like a sort of one sentence status update, a state of the union. Ideally this setting should be expressed as a single sentence with a single image on the slide to reinforce it. For example

“The Windows Phone MarketPlace offers great opportunities to get noticed” and an image of someone who stands out in a crowd.

Other examples of setting statements

“SQL Server 2012 CTP3 has just been released”

“MVC is becoming a popular model for web development”

“All companies need accurate information to make decisions”

Slide 2 The Protagonist

The second slide should help the audience understand how they fit into this setting, so they can understand how your first statement is relevant to them. Again keep the slide simple, one sentence, one image!

“You know .NET, so you can code a windows phone application” with a picture of a happy programmer, or the .NET logo, get creative have fun with it.

Other examples

“We are currently running SQL Server 2005”

“Our team maintains 15 corporate websites”

“We have 45 databases at our company storing 61 TB worth of data”

Slide 3 The imbalance

This slide should give a sense of the conflict, the problem, it should start to make people feel like we need to do something. Stick with the one sentence, one image format.

“The Windows Phone Marketplace is an untapped opportunity” with a picture of Monty Burns from the Simpsons rubbing his hands together with glee (like I said you can have fun with the images)

Other examples

“We need the business intelligence features in SQL Server 2012”

“None of our websites share code”

“There is wealth of information in our data that can help our company succeed”

Slide 4 The balance

This slide should tell the audience the desired outcome, where we want to be in a week, a month, a year, or even in an hour when this presentation is completed. Oh and guess what format the slide should be…yup one sentence, one image. By the way lets be clear, I do mean an actual sentence, with punctuation and everything, a bullet point is not a sentence.

“We want to develop windows phone applications” with an image of a windows phone showing the company logo on a tile

Other examples

“We need to upgrade to SQL Server 2012”

“We want our code to be re-usable across websites”

“We can get information about trends and patterns from our company data to plan company strategy”

Slide 5 The solution

Now it’s time to reveal what you will really be talking about in your slide deck, the solution, how will we get from where we are now to where we want to be, from the imbalance to the balance!

“You can develop a phone application” with an image of a finger pointing at the audience.

Other examples

“There is an upgrade path from SQL 2005 to 2012”

“MVC will allow us to re-use more of our code”

“SQL Server Analysis Services cubes will help us report on trends in our data”

Put it all together and it comes out like this

The Windows Phone Marketplace offers great opportunities to get noticed. You know .NET, so you can code a windows phone application. The Windows Phone Marketplace is an untapped opportunity. We want to develop windows phone applications. You can develop a phone application

or

All companies need accurate information to make decisions. We have 45 databases at our company storing 61 TB worth of data. There is wealth of information in our data that can help our company succeed. We can get information about trends and patterns from our company data to plan company strategy. SQL Server Analysis Services cubes will help us report on trends in our data

If you were in the audience after these slides, would you know what was coming next? that’s the whole point, now I understand what you’ll be covering, how I am affected, and why we are having this discussion.

Just 5 slides and you are well on your way to a great presentation. An interesting aspect of these first 5 slides: they don’t take long to cover in your audience. I probably average about 30 seconds a slide on these. So they add very little to your overall presentation time yet they go such a long way towards setting the stage for the rest of your presentation. So next time you are firing up PowerPoint, before you jump straight into the content, take a minute to think about those first 5 slides. By the way, if you go back and read the first 5 sentences of this blog post…you’ll see this format can work for introductions to blogs as well Smile

 

This blog is also posted on the Canadian Solution Developer

Exam Taking Tips for Certification

For many people taking an exam can be really stressful. In this blog post I’d like to see if I can take some of the fear away from taking that exam. This is the final post in my series on How to get certified. Before you take the exam you should complete the first 3 steps. Let’s be clear, I said before you TAKE the exam complete the first 3 steps. I recommend scheduling the exam as soon as you have chosen your certification goal (step 1). By scheduling your exam you commit yourself to a date and suddenly you have a target, instead of taking the exam ‘someday’ you now know exactly when you are taking the exam. Just setting a deadline makes you more likely to meet your certification goal. We have four steps to complete to earn a certification:

  1. Choose your certification goal/exam
  2. Figure out what you don’t know
  3. Fill in the gaps
  4. Take the exam

We’ve talked about how to prepare in the blog posts describing the first three steps, now it’s time to focus on the exam itself.

Scheduling the exam

You schedule your exam at a Prometric testing center. They have locations across the country. When you visit their website to schedule an exam you will be provided with a list of testing center locations to choose from. After you select a location you will see a calendar which displays the available exam times at that testing center. The website also gives you the option of phoning if you need help scheduling your exam. You will also find answers on the website to frequently asked questions such as how much does the exam cost? and What is the policy for rescheduling the exam. Keep an eye on the Microsoft Learning site for promotions that might give you a discount or a free second try of your exam if you don’t pass the first time.

What’s that? Did I say “If you don’t pass!” Yup, I think that is everyone’s greatest fear, failing the exam. Okay now think about this for a second, if, worst comes to worst, and you don’t pass. You are out the cost of the exam. You will not be the first or the last person to fail an exam. Take a deep breath, shrug your shoulders, look at your exam score sheet to check where you scored well, and where you need to study. You just completed Step 2: Figure out what you don’t know, now re-execute Step 3: fill in the gaps with some more studying, and try again.

But let’s do everything we can to help you pass the first time! You’ve scheduled your exam, you’ve researched what is on the exam, you’ve studied the topic areas to fill in the gaps of your knowledge, now it is time to walk through that door and take the exam itself.

The day of the exam

I recommend giving yourself extra time to get to the testing center. Plan on arriving 30 minutes early, that way if you do get lost or stuck in traffic you will still make it on time. If you arrive early, all the better, you can fill out the paperwork, and sit down for a few minutes reviewing a few notes before you start. Don’t forget to bring government issued Photo ID and the exam confirmation information which has your Prometric ID, Exam number, and start time.

At your appointed start time you will be asked to hand over your cell phone, and any bags such as a purse or backpack you have with you. You will be given either a pad of paper and a pen, or a plasticized piece of paper and a whiteboard marker and eraser that you can use to take notes for yourself during the exam.

You will be taken to a computer where the test administrator will make the sure the exam is loaded onto the computer and help you launch the exam. You will be presented with a series of questions you need to answer. There will be a timer (usually in the top right corner of the screen) that indicates how much time you have left. Some exams are broken into sections and you are given a fixed amount of time for each section, other exams give you a fixed amount of time to complete the entire exam. So don’t panic if you see a timer counting down 15 minutes when you are only on question one. Expect somewhere between 40-60 questions.

The questions generally follow a fairly standard format. First you are given a scenario “You are maintaining a SQL Server 2008 database on a Windows 2008 Server”, then you are given a problem statement “your project needs to store binary data and requires very fast update and retrieval capabilities” then you are asked the question “which solution best meets the needs of the team”. Watch for statements such as  which solution “best” meets the needs of the team, that will help you narrow down which answer is correct, you can use VARBINARY, or Filestream to store binary data, but which is faster? remember the question stated the team required fast update and retrieval.

You may be asked to choose one correct answer, or two correct answers that together make a correct answer, or two correct answers each of which is correct on its own. Read carefully to make sure you understand what is being asked.

When you see a question you are unsure of, you can mark the question for review. After you have answered all the questions a summary screen is displayed and you can go back and review any questions. Personally I do not go back and review every question, instead as I go through the exam, I use the Mark for review option to help me remember which questions I wanted to go back and spend more time on if I had time.

Quick tip, if you have answered a question and the Next button is disabled, the system has not crashed, the exam is designed to force you to see all the answers before you can move on to the next question, so you may have to scroll down to see the the bottom of the last answer before the Next button is enabled.

After you have answered all the questions you will be given a chance to provide feedback on the questions and the testing center. After you submit the survey you will see a screen pop-up with your score, and at that point all you hope for is that magic 700! 700 is the passing score for a Microsoft certification exam, and just to clear up a common misconception, 700 does not equal 70%! Every exam goes through a beta testing process that helps Microsoft determine a reasonable passing score, so for an easy exam you might need better than 70%, for a tough exam you might need less than 70% to pass. There is a blog post on Born To Learn that explains this in more detail.

700 may not equal 70% but in my mind 700 = 1000. What do I mean? If you look at your transcript it will simply show that you passed the exam. I have passed exams with scores varying from 700 to 980, in the end all that really matters is you passed!

I have taken many certification exams over the years, so today’s Top 5 is all about Tips to help you when you take the exam, but this week you get double for your money a Top 10!

Top 10 Exam Tips

  1. Don’t Panic! Yup, Douglas Adams had it right when he wrote HitchHikers Guide to the Galaxy. I have taken exams where I had no idea what the answers were to the first 5 questions. Don’t panic, just do your best and carry on. In the words of Captain Taggart in Galaxy Quest Never Give Up Never Surrender! Don’t give up part way through. Always finish!
  2. ANSWER EVERY QUESTION! I cannot emphasize this enough, even if you have no idea what is the right answer, guess! You do not lose points for answering incorrectly, so you may as well guess, you might get it right.
  3. Rule out wrong answers Sometimes when you aren’t sure of the answer to a question, you can look at the answers and determine that one or two of the answers are incorrect. Now your odds of guessing the right answer just went up. Sometimes incorrect answers are blatantly obvious.
  4. Spot the difference. Sometimes you have four very long answers to choose from. Instead of spending 10 minutes trying to understand the answers in detail, if you compare the answers you might discover that the only difference between the choices is one parameter. So you may not need to figure out the entire answer, if you can find the difference between the answers you can use that difference to determine which answer is correct.
  5. Mark questions you don’t know and come back to them. Sometimes you get a question later in the exam which will help you figure out the answer to an earlier question.
  6. When in doubt go with your first instinct. Your first guess is usually the right one
  7. If you have to memorize options, write them down, then just before you walk into the exam room review them one last time. You will have to throw out or give the administrator your piece of review paper. But as soon as you sit down in the exam room you can jot it down on the paper provided while it is still fresh in your mind.
  8. If you know the answer before you read the suggested answers go with it! Sometimes I read a question and my brain immediately thinks “I know what feature they want here”. You are probably right. So now just go look for the answer you thought of in the suggested answers and select it.
  9. Check the time a quarter and half way through the exam. Don’t stress yourself out by checking the time after every question, just do a quick time check at the quarter and half-way points to make sure you are on track
  10. Get a good night’s sleep. Chances are one more hour of sleep will help you more than one more hour of cramming.

If you have taken an exam, I bet you have your own exam tips to share. So tell us your tips! and GOOD LUCK ON YOUR EXAM!

This blog post is also posted to the Canadian Developer Connection