The Developer Advocacy Handbook

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Working from your own computer

Whilst travel used to be a big part of the developer advocate work in the last years (and especially with the Covid-19 pandemic) things moved more to working from home and recording or streaming from your own computer. This is great and it is getting easier by the day to quickly show the world what you are working on. The main benefit is that you can concentrate on your production value. A lot of the randomness and physically stressful part of travel is gone which means you can do a lot from the familiar space of your home. You also have predictable connectivity and can upload materials faster This also comes with some problems. Not getting any feedback on your delivery can feel strange and you need to act more as if an audience is there in front of you. Furthermore, not deliberately going somewhere to present makes it harder to get into the right mindset. We can do almost any physical exercise we need at home, and yet we go to gyms. The reason is that we shift from one mode (being at home) to another (exercising). You need to find a way to trick yourself into doing that in the case of presenter, too.

Get a decent setup

Most laptops have all the things you need to get started to record videos, screencasts and stream on the web. To get really high quality recordings, it makes sense though to invest some money on a few extras:

Here is what I am using these days:

My computer setup

As you can see, there isn’t much that is outrageously expensive, but I manage to get some good results out of it. The fox is there to be the audience I can’t see.

Screencasts and screenshots

Another powerful tool to show people what you are doing are screencasts and screenshots. Sometimes a picture explains what you want to achieve much easier than a bunch of instructions. Step-by-step instructions how to use a certain interface (for example how to sign up for a developer key) are easy to show as a screencast. Describing the interface with words is much harder – just try to explain people on the phone how to install some software for example…

Personally I like to keep screencasts small by just filming me going through some interface but you can jazz them up with voiceover or embedding your webcam, too.

Most operating systems these days come with in-built screen recording tools. These can be used to annotate screenshots and take short screen recordings. Sometimes it makes sense to record a video, other times an animated GIF is a simpler solution. The tools I use the most are LiceCap, ScreenToGif, OBS Studio and Screenflow.

There are even browser extensions that allow you to record professional screencasts. We live in great times.

One important thing in screencasts and screenshots is that you don’t give away sensitive information by showing – for example – other browser tabs, document names and similar things in the background. You also want to record a setup that is as generic as possible and not your highly customised one. Often I find it a good idea to have a special, bare-bones profile on your computer dedicated to recording screencasts and taking screenshots. If you do things in the browser, I also tend to go into incognito mode so that my profile name isn’t shown.

One trick I do to create smooth looking screencasts is to chunk the work up into different parts:

By separately recording audio and screen I can concentrate on entering the right information or typing things in the screencast without stumbling over my own words. I can also deal with connectivity issues or other problems that happen whilst recording the screen by editing them out before adding my voice-over.

Streaming

Most video platforms don’t only offer hosting but also a way to stream these days and many people consider this way of outreach the most effective. Whilst I am not convinced that a real-time platform because of its fleeting nature lends itself to training and advocating there is a huge movement in that space. In any case when it comes to streaming not the same rules apply than when giving a presentation or creating a walkthrough. It is much more a conversation with the people in the chat and reacting to their messages and questions.

In terms of preparing the same rules apply:

Streaming audiences are different to those you meet at events or in workshops. There is a lot of fluctuation and people tend to come and go in between your session. Don’t get discouraged by that and don’t get frustrated if people want to get information you already talked about earlier.

I found that having a big, organised story to tell like you would in a presentation doesn’t work in this format. Instead, keep a list of things to show where each makes sense in itself and takes a few minutes to cover. That way you can pick and choose what to show dependent on the feedback and questions of people.

In general, streaming is a huge market and people are using it as their main income. Whilst it can be a good opportunity to try it out for yourself, it is quite a commitment and you are in for a lot of work to keep your presence up and stand out of the crowd. Instead of trying to break into this market it may be easier to get invited by an already established streaming channel as a guest or take part in an expert chat.

Taking part in live online chats

A quick and easy thing to do is to jump on a call with a few people and record or stream the conversations you’re having. The way to make those successful is following the same principles any virtual meeting does:

Tip: You don’t need to wait for official conference calls and take part in those. You can also offer these as a replacement for a brownbag session.

In any case, getting to know various conference systems is a good idea. Lately this has been the number one way of communication and currently I have eight different systems on this computer as every call wanted to use a different one. Luckily they all work in a similar manner.

Attending live online events

With the Covid-19 situation a lot of events moved from being physical to virtual, which means that you need to give your presentations and workshops in front of your camera at home. While this is a great thing as more people can see your talks there are also a lot of opportunities for things to go wrong.

Technical issues to prepare for

First of all: forget about a standard stack. I’ve spoken at twelve virtual conferences this year and each of them used a different system for running the event. I’ve had to install lots of software on my machine, sign up for trial versions of some to delete later and many other problems.

Your expensive home connection works flawlessly until you present in those systems. The best way to plan ahead is to leave 2-3 minutes in your presentation to deal with outages and things not being visible. Keep an eye on the chat for people to tell you that they can’t see/hear you and/or the things you present. Nothing is more annoying than having delivered the perfect talk and nobody saw it as the system lagged behind.

Screen sharing can also be finicky in these systems. I often was visible on video just fine but my shared screen kept vanishing. A good plan is also not to share your whole Desktop but only the app you have your slides in. This ensures that any other distraction (auto-updating software, notifications that show up despite you having set your OS to “do not disturb”, and so on) will not show up on the shared screen but only on your device.

Before you go presenting make sure that all the necessary software to access the conference system also has access to your device. Operating systems have become rightfully more stringent in giving access to camera, microphone, screen recording and folder access. Make sure you test all these things out and do the necessary modifications before you start your session.

Some systems allow you to upload your slides to the system and show it from there instead of sharing your screen. This is a safer bet as when you can’t see the slides, nobody else can either. You don’t get a preferred treatment over your audience.

Design limitations to prepare for

Your slides will most likely not show full screen, but with your video next to it. Most conferences will also have some branding frame around it. This means you have less space to play with and you probably should also use large enough text for this scenario.

It is also a good idea to avoid animations, transitions, videos and embedded media in the slides you present in any of these systems. Lag, pixilation of the screen and many other factors will make them hard to consume for conference attendees. What runs smoothly on your device is not what reaches the audience.

Audio and video lag is also a common issue. I found it prudent to present a bit slower and take more breaks for issues to subside before continuing.

Personal issues to prepare for

As there are a lot of issues that can happen it is not the fault of the organisers, but I have yet to attend a virtual event with live talks that keeps on schedule. A lot of small issues accumulate and you will have to be flexible in your presentation times and duration. If you followed the advice in the presentations chapter you’ll be safe as you have one central story to tell and can, should it be necessary, cut some parts of your presentation.

When you are on stage, you concentrate on your presentation and you get feedback from the audience. In virtual live conferences this isn’t the case. Instead, you might have a live chat system showing up next to your presentation that is much more distraction than help. Try to concentrate on the delivery of the talk and not let yourself be distracted by all the things happening around you.

All in all, I’ve not had great experiences with live presenting in virtual conference systems, which is why I prefer to record my talk beforehand. I then let the conference show my video and can concentrate on the chat and prepare for a live Q&A instead.