Call for Developers: WordPress for Toastmasters on Github

The three components of the WordPress for Toastmasters software are now available on Github for the benefit of web developers and designers who would like to contribute code and ideas for improvement. 

RSVPMaker for Toastmasters on Github
Access to the RSVPMaker for Toastmasters source code.

The development of this software has been largely a one-man show to date, but having more eyes on the code will force me to clean up some of my own sloppy habits and bring more ideas into the process. I am new to doing collaboration through Github, but it is well known among open source developers. Even if you do not know how to fix or improve the code, you can post feature requests and ideas on the issues tab within one of the repositories.

Like WordPress, these extensions are written in PHP and JavaScript (often using the JQuery libraries), plus HTML and CSS. Where possible, I try to take advantage of native WordPress capabilities, for example by using the standard editor you would use for blog posts to edit agendas and agenda templates. The WordPress APIs are documented at https://developer.wordpress.org/reference/

Notes for Developers

Note that RSVPMaker is used for other purposes outside of Toastmasters for all sorts of scheduling and event registration tasks. Toastmasters-specific functionality needs to be packed primarily into RSVPMaker for Toastmasters. However, sometimes it’s necessary to retool the RSVPMaker code to make it more flexible, so we can do what we need to do in a Toastmasters context. Ideally, those improvements also make it more flexible and capable for other purposes. Read more about RSVPMaker at rsvpmaker.com.

RSVPMaker defines a custom post type for events, in addition to the native WordPress page and post types. RSVPMaker posts have additional metadata associated with them such as event date and whether RSVPs (registrations) are being collected, what information should be collected from each attendee, whether a price is to be charged by PayPal or Stripe. Those options are displayed in the editor and dictate the display and interactivity of the event post.

RSVPMaker also allows you to establish templates that can be used to generate multiple events with the same characteristics, such as multiple Toastmasters meetings with the same agenda.

For the member signup form and printable agenda, RSVPMaker for Toastmasters uses WordPress shortcodes, which are placeholders for interactive features. When WordPress displays a post, it checks for any shortcodes embedded in the content and invokes the functions they are link to.

Example:

[toastmaster role=”Speaker” count=”3″ agenda_note=”” time_allowed=”28″ padding_time=”1″ indent=”0″]

This is displayed differently in different contexts.

  • Anonymous user sees: names of people who have signed up to speak. Prompt at top of agenda inviting members to log in.
  • Logged in member sees: three speaker signup slots on a web form, with prompts to enter manual, project, title, and intro.
  • VP of Education editing the lineup sees: speaker signup form with a drop down list of all members who can be assigned to the speaking role.
  • Member printing the agenda sees: A printable view of the data recorded on the form, including member name, manual, project, and title.
  • Club leader restructuring the agenda sees: a visual placeholder for the code shown above, with instructions to click twice to display a popup editor. The popup editor makes it possible to edit the shortcode attributes visually, rather than with coding. This is constructed using JavaScript APIs to WordPress and the TinyMCE visual editor.

Those are a few concepts I thought it was important to explain up front, but I’m sure anyone who digs into the code will have more questions. Write me at david@wp4toastmasters.com

Video Replay: WordPress for Toastmasters workshop

This workshop was delivered as part of a meeting of Online Presenters Toastmasters, a club that meets online and focuses on developing skills for webinars and online meetings.

The WordPress for Toastmasters project aims to give clubs a first-class web and social media marketing platform to use when promoting their clubs, along with Toastmasters specific features such as meeting role signup. David F. Carr, the founding President of Online Presenters, is also the prime mover behind the development of the WordPress for Toastmasters software. In this educational workshop, he covers some of the essentials for using the software effectively, and answers questions from the club and guest attendees.

Monday: Workshop on WordPress for Toastmasters at Online Presenters

I will be presenting a Workshop on WordPress for Toastmasters on Monday May 15, 2017 at 7:30 pm EDT, in the context of a meeting of Online Presenters Toastmasters.

Sign up here:

Online Presenters Meeting: Workshop on WordPress for Toastmasters May 15

WordPress for Toastmasters tutorialThis workshop particularly focuses on what club webmasters and club officers need to know to manage a WordPress for Toastmasters website. This is partly education for the officers of Online Presenters, most of whom are new to the software. I will also be covering some new features, such as the option to sync data between multiple websites running this software.

Because Online Presenters meets via video conference, this may be a better opportunity to get your questions answered than the webinars I’ve presented in the past where you had to type in your questions.

The formal meeting really starts at 8 pm EDT, but we encourage guests to sign in for our informal meet-and-greet / technical troubleshooting session starting at 7:30.

Hope to see you there,

David

David F. Carr, versatile and inventive writer, editor, and web consultant
Founder, Online Presenters Toastmasters and the WordPress for Toastmasters project
Author, Social Collaboration for Dummies
See my work on Forbes, connect with me on Twitter, LinkedIn, or Facebook
david@carrcommunications.com

Sync Member Progress Report Data

Club website administrators now have the option to allow the WordPress for Toastmasters software to backup and sync member progress report data, meaning data about speeches and other roles filled within the club. For the small but growing number of members who belong to multiple clubs that manage their agendas this way, this makes it possible to get a consolidated view of your activity across multiple clubs.

For example, I can now sign into the website of my home club Club Awesome (www.clubawesome.org) and view a list of speeches completed both there and at Online Presenters (op.toastmost.org), the online club I recently founded.

How speech data syncs between sites.
Speeches given at other clubs are displayed with the domain of the other club shown beneath manual, project, and title.

If you are giving speeches from the same manual at a couple of different clubs, this gives you (and your VP of Education) a better way of tracking your progress.

When I view the progress reports screen on clubawesome.org, I see a message showing how many records have been uploaded and how many have been downloaded from the repository on wp4toastmasters.com.

Message showing data sync results

Club websites hosted on toastmost.org (a free service of the WordPress for Toastmasters project) share a common user/member database. If you belong to multiple clubs that employ that service, the data sharing is automatic.

To work across multiple independently hosted websites, the data sync service must be turned on by an administrator at each site. When this is enabled, updates are transmitted to wp4toastmasters.org and recorded in a database there, indexed by Toastmasters Member ID. (The Toastmasters Member ID must be recorded on the user profile for this to work). The data shared does not include personal data such as phone numbers or email addresses. It is limited to records such as speech dates, titles, and manual projects, as well as the dates on which members filled other roles such as Toastmaster of the Day or Ah Counter.

In addition to allowing data to sync between club websites, this provides a backup of your records of club member achievements.

I can imagine this feature may be disallowed by some clubs, such as corporate clubs with websites hosted on company servers where IT has strict security policies. Or at least, the IT department may need to be convinced that this is safe.

For those who want or need the technical details:

Data is encoded as JSON, transmitted as an HTTPS PUT to wp4toastmasters.com over SSL and recorded in a SQL database. If the database contains records for the same member from a different club website, those are downloaded as JSON.

Tracking, Updating Member Speech and Project History

The latest update to the WordPress for Toastmasters software includes several improvements to the system for tracking member activity, including more (still preliminary) support for the Pathways program.

The Toastmasters menu on the WordPress dashboard shows different options to the average member than to the administrator and club officers. The site administrator also has the option of deciding whether members should be able to see all the reports or only their own data (go to Settings -> Toastmasters and open the tab labeled Security).

At a minimum, every member has access to the My Progress screen with tabs labeled Basic Program (showing progress in the Competent Communicator and Competent Leader manuals), Speeches (listed chronologically and by manual), Advanced Awards, and Pathways. The Pathways screen is described in more detail below.

If the club allows members to update and edit their own data, tabs labeled Edit and Add Member Speech will also be displayed.

The Progress Reports screen is organized into the same list of tabs, but with the option to view reports and enter data for any member in the club.

Update History: One potentially disruptive change, for some club leaders, is the renaming of what used to be called the “Reconcile” screen on the administrator’s dashboard to “Update History.” If you are trying to keep accurate records of member speeches and roles completed, reconciling the agenda after the meeting is an important step to make sure the right people get credit for their participation. Letting the system gather most of that information from the agenda saves you time, but the reconciliation process cleans up discrepancies like last minute changes where one member was unable to attend and another stepped up to speak.

The reason for the name change is this screen can now be used to enter history from before you began using this software. For example, I was contacted by an officer of a club that has been meeting for several months and had records of roles filled at past meetings recorded on a spreadsheet. While it’s possible to record summary statistics like number of speeches given per manual, I wanted to make it easier for someone in that position to enter a series of meeting records without the need to create a bunch of back-dated events in the system.

How Precise Do You Want to Be?

As a club leader, it is up to you to decide how thorough you want to be about logging all data through the website software. It’s the software’s job to support your choices.

If you just want to use the website as a tool for organizing your meetings, you will get some basic tracking of member activity “for free” as part of that process, and the record will become more complete (particularly for new members) as time goes on). If that’s your attitude, you may not want to enter historical information at all.

Or you may want to add historical information at more of a summary level. The Edit tab in the Progress Reports screen will let a club leader enter summary statistics like how many speeches members have concluded in each manual. In other words, you can enter the number of CC speeches given, rather than entering the date, speech project, and title for each one. From that screen you can also make corrections to agenda records, such as adding the manual and project for a speech when that wasn’t done in advance.

Update History options

The argument for adding detailed historical information is that you and your members will need all the detailed information when applying for awards, meaning it could save you time and effort in the long run to have the data all in one place.

The Update History screen will allow you to enter records for past meetings on any date, using a form based on your meeting template.

If you just want to record speech projects, there is also the Add Member Speech tab on the Progress Reports screen.

New Pathways Tab

WordPress for Toastmasters has been phasing in some preliminary support for Pathways, the new Toastmasters educational program just starting to roll out to a handful of districts. I’ve been getting some exposure to it through Online Presenters Toastmasters, an online club I founded in which some of our members are also members of a club in a Pathways district.

WordPress for Toastmasters now includes Pathways projects on the signup form. The new web-based evaluation forms (introduced largely for the convenience of online clubs) also cover Pathways projects.

There is now a Pathways tab on the Progress reports screen that displays a summary of the progress of each member participating in Pathways. It shows a count of speeches completed in each level of the path selected by that member.

Overview of Member Progress in Pathways

When viewing the records for a specific member, you will see the listing of speeches the member has completed within that path. There is also a space for adding notes on other activities, such as completing self-assessments, that are part of the Pathways program.

Pathways record for an individual member.

 

Toastmasters International is providing more of its own online tools as part of the Pathways program, and it is not my intent to compete with them. The idea is to provide easier access to the information you gather in the natural course of business when you use WordPress for Toastmasters to organize your meeting agendas.

Other Enhancements

Following a recent overhaul of the way WordPress for Toastmasters tracks member data, club websites can now share member data with other clubs using the same software. This is automatic for clubs that host their sites on toastmost.org (a free service of the WordPress for Toastmasters project) because they share a common user/member database. In the coming weeks, I will introduce a service allowing clubs that run the software on independent websites to sync their data.

Tools for editing all this progress report data have also been updated for what you should find to be a smoother user experience. Feedback on how to improve it further is always welcome.

Online Evaluation Forms for Online Clubs

WordPress for Toastmasters now includes web forms you can fill out to give written feedback to a speaker, eliminating the need to upload, download, and email back and forth files. The completed evaluation will be emailed to the speaker and saved to the user’s progress report page on the website. (A simpler version for clubs on Easy Speak or some other software is available here).

I’ve been learning about how operating an online club is different through my work with Online Presenters, and this strikes me as an opportunity to fill an unmet need.

A Pathways project PDF translated into an online form.

It strikes me as foolish and awkward for members of a club that does all its business online to require people to follow a paper-based process for evaluations. Besides, a form I complete online is much more likely to be readable than one I download, print, scribble on, scan, and email. And expecting everyone to know how to edit PDFs, which are essentially digitized paper documents, is unreasonable.

Forms corresponding to speech projects in the basic and advanced manuals in the “old” Toastmasters program most of us are still going through are available, adapted from “evaluation guides” documents available on the Internet that give just the evaluation prompts from the manuals.

I’m showing a Pathways example above. So far, I only have forms for a couple of Pathways projects, but see below for details on how you can help with my crowd sourced approach to filling in the gaps. Although Toastmasters International classifies online clubs as undistricted, and undistricted clubs will be among the very last to get Pathways, Online Presenters already has dual members asking to do Pathways speeches, even though they will need to get credit for them in their other club. Providing a written evaluation is one way of giving them the documentation they will need to share with their land based club VPE.

When evaluating a project for which no specific form is available, you will get a form with three generic prompts commonly used in Pathways —

  • You excelled at
  • You may want to work on
  • To challenge yourself

— plus a space for entering additional comments.

Even when a project-specific form is available, it may still make sense for the speaker to email the evaluator with background information about the goals of the project, but I will recommend that members of my online club complete the written evaluations themselves through the website.

Here is a mockup of a completed form, as it would be displayed for printing. The same content is sent to the speaker via email.

Adding and Editing Forms

All the evaluation forms are stored in a centralized repository at wp4toastmasters.com and provided to individual websites as a cloud service. Site editors and administrators have access to a screen that allows them to add or edit content for the forms, as shown below. If you find an error, or you can add a project that is not yet covered, your edits will be shared with all other WordPress for Toastmasters users.

I found it was possible to copy and paste much of this content from PDFs, like those being distributed to members in the Pathways programs or the evaluation guides developed by Toastmasters members. Pasted in content does require some cleanup, and you need to understand how this text-based form editor works.

A simple prompt that appears on the form over a text entry box, like “You excelled at” would be entered on a single line under Speech Prompts.

Multiple choice prompts, like those that ask you to rate the speaker on a 1 to 5 scale, are entered with the introductory label separated from the choices, and each of the choices separated from each other, using the | symbol.

Example:

Gestures|5 (Exemplary)|4 (Excels)|3 (Accomplished)|2 (Emerging)|1 (Developing)

Here is what that looks like as a prompt on the form (the actual label text is a little more than I’m showing above).

Form prompt example.

The evaluator filling out this form checks off the most appropriate choice and can also enter a comment.

Potentially, some offline clubs could also find this useful for members who are more comfortable typing than writing their written evaluations. I suppose one danger is the online format gives you an opportunity to be longwinded. My recommendation would be to give written feedback the speaker will find meaningful, perhaps covering points you didn’t get to in your aural evaluation, then stop.

Let me know what you think.

 

Pathways in WordPress for Toastmasters

Here is a look at how I plan to support Pathways speech project signups in WordPress for Toastmasters. This should be sufficient to allow a club that has started on Pathways to manage its agenda using the software and for club officers to do some basic tracking of member progress through the program.

Since Pathways is not yet implemented in my district, I took the list of projects from a PDF document that outlines the paths and levels. My understanding is many projects will continue to be 5-7 minute speeches, but in some cases a single project may require multiple speeches (and some may not be speech projects at all).

I set things up so a VPE, or members reviewing their own progress, can see the list of speeches in each path and level and match it against the program guidelines. Eventually, it should be possible to build on this foundation with a better understanding of how the Pathways program works.

I’m looking for feedback on whether this approach makes sense.

Texting Toastmasters to Confirm Roles, Fill Openings. Also: View Agenda with Contact Info

A time saving tip for club leaders and meeting organizers is to confirm meeting participation using SMS text messages to their mobile phones, which tends to work better than email and is quicker (for both of you) than calling.

WordPress for Toastmasters can streamline this process by sending an email summary of an upcoming meeting agenda, with contact info for each of the participants, to your mobile phone. This video shows me viewing that information in the Gmail app on my Android phone and clicking on the mobile phone numbers of the members I want to contact. By pressing and holding for a moment, I get a popup menu that allows me to choose whether I want to call or use SMS (send a text message).

If you use the automated meeting role reminders feature, WordPress can be set to send an email reminder to each participant several hours or days before the time of the meeting. The Toastmaster of the Day also receives a complete summary of the agenda with contact information for each of the participants, plus a listing of all the members who have NOT been assigned a role and might be available.

On the website, you can view this same information by going to the Agenda menu for a specific meeting and choosing Agenda with Contacts.

Agenda with Contacts menu item

This will give you a view of the agenda that includes contact information. If you want to use the SMS messaging trick, you can click “Email to me” and then view the message on your phone.

Agenda with Contacts assigned roles
Agenda with Contacts members without an assignment

Note that for the SMS messaging trick to work, members must have filled in their mobile phone number in their member profile. You can also edit the phone numbers listed in their profiles. For U.S. phone numbers, +1 will be added at the beginning of the mobile number for the US dialing code (necessary for the automatic dialing to work). Numbers outside of the U.S. should be entered with the international dialing code (Example: +44-555-12-12-1234).

Members who will be out of town or unable to attend meetings for some period of time can set a temporary “Away Message” to be displayed next to their contact info as a signal that they do not want to receive calls or texts until after their return.

Set Away Message link in Member Access widget
Setting a message with an expiration date
Away Message showing on the contacts list.

The “Away Message” shows up on the emailed version of the contact list and also on the member directory listing on the website (assuming your club includes that on its website).

Editing Signups for Future Dates

For the VP of Education or other officer recording offline signups in the online system, there are a few different ways of navigating to future dates where you need to record information.

  • Clicking on the top Edit Signups menu link will take you to the editing form for whatever meeting you’re currently looking at. Below that, you will see a listing of other dates you can view. Click on any of those dates to view the agenda in editing mode.
  • The sidebar widget shows the next few dates, and you can click “Show More” to see a longer listing. (The number of future meetings shown is configurable by a site administrator).
  • If your site includes a Calendar page (in the example below, it’s labeled meetings), you can use the links on the calendar to navigate to any date.

If you land on any event listing, clicking “Edit Signups” will display the editing form.

Here is the show-and-tell version

 

Is WordPress for Toastmasters Easy To Use?

The New Year’s season is a time for reflection, and here are some of my thoughts about the question posed in the title. It may be a better question for others to answer, since I am totally biased, but I’ll try. I am also fishing for ways of discussing these issues more intelligently in a webinar planned for January 19.

The WordPress for Toastmasters project is a spin-off of work I originally did to create a better website for my home club, Club Awesome, starting in 2012. I wanted a more professional quality online publishing and social media platform for my club to bring in visitors and showcase the talents of our members. With a little customization, I figured I could combine that with Toastmasters-specific functionality for meeting role signup that was as good or better than what was offered on Free Toast Host.

I created the WordPress for Toastmasters website in the summer of 2014 to share the WordPress extensions I had created with the world as open source software and as a hosted service. A lot of the features for tracking member progress in the program were added later, in response to requests from officers at other clubs.

When promoting this combination, I often describe WordPress as a web-based word processor that gives you all the tools you need to write, edit, and publish articles that can include links, images, video, and other multimedia. What you do with it is up to you, but the tools to tell the story of what makes your club special are all there.

There is no question that WordPress is a stronger general-purpose web publishing platform than Free Toast Host, largely as the result of scale — it’s used by an estimated 27% of all websites, including professional sites like the ones shown below.

Some of the professional websites built on WordPress
Mobile layout for a website using the Lectern theme.

The WordPress platform benefits from the fact that web developers from Bloomberg and the New Yorker and lots of independent programming and design consultancies contribute code to make the core software better, fixing bugs and suggesting improvements. As the web changes, for example because more people are browsing it on their phones and their computers, WordPress keeps pace.

I can take advantage of those improvements, for example by including the principles of responsive web design (layouts that adapt for display on mobile devices) in the Lectern theme for Toastmasters clubs.

Signing up for a role on a future meeting agenda and performing other basic tasks also works from your phone, at least in a pinch.

The Advantage of Free Toast Host

In contrast, the advantage of Free Toast Host is that it has one purpose: hosting websites for Toastmasters clubs. You start with a template for a generic Toastmasters club and customize it as necessary.

Because the solution I promote is grafted onto a general purpose publishing platform, there are lots of configuration options on the webmaster’s administration dashboard that may be irrelevant or distracting. I go into more detail about why it’s worth overcoming these challenges below, but first I want to acknowledge them.

If all your club needs is a basic website that has a picture of the officers on the home page and details on where and when you meet, maybe you should stick with Free Toast Host if you already have a site established there.

I think the WordPress alternative has the greatest potential for new clubs and those aggressively marketing themselves or trying to build / rebuild their membership.

Okay, But Is It Easy?

I think WordPress is easy to use, but then again I have been using it for years. I would say it’s easy, once you learn how to use it. There is a learning curve, but plenty of Toastmasters clubs have created their own WordPress blogs independently of my efforts. Typically, they use a WordPress blog as a club marketing and publishing platform they use in parallel with Free Toast Host or Easy Speak, which they continue to use to manage their agenda.

One reason it’s worth the effort to learn to use WordPress is that you are learning a transferable skill that you can also apply to marketing other business and nonprofit ventures. Because it’s a web standard, you can also find tutorials on configuring and operating a WordPress website from many different sources.

My innovations:

  • A WordPress theme (site design) that incorporates the Toastmasters International-approved website banners and the required legal disclaimer about use of their logo and trademark.
  • A set of plugins for agenda management and member performance tracking, eliminating the need to use a separate web application such as Easy Speak.
  • A recommended website structure for club blogs, with a welcome page, a blog, and a calendar for club meetings and other events.

Whether the software I have created on top of WordPress is easy to use is a separate question. This is a labor of love, but so far it’s pretty much a one-man show (I’d be happy to share credit with other web developers and designers who make contributions). As an agenda and club management platform, it’s probably not as sophisticated as Easy Speak, and people who love that software often are not tempted to switch. On the other hand, Easy Speak and Free Toast Host have their own learning curve. Club officers not previously trained on one of those two may find the WordPress for Toastmasters alternative easier to learn, or at least no harder.

You can help me make my add-ons easier to use by giving feedback. In the beginning, I only had to make the process of creating and customizing a meeting agenda easy enough for me because I was VPE at the only club that used it. Later, I came up with a set of visual widgets that make it easier for the non-technical VPE to add a custom role or a bit of stage directions to the agenda, or change the number of speakers and evaluators (as shown in this video, excerpted from a previous webinar). Many of those changes were driven by feedback from club officers, at my own club and elsewhere.

If you tell me what is harder than it ought to be, I’ll do my best to make it easier. Not necessarily easy, but easier!