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Digital Tools for Note Taking and PKM

By Bonni Stachowiak | December 17, 2025 | | XFacebookLinkedInEmail

Digital tools for note taking old fashioned typewriter in the background

My friend Kerry left me one of her infamous voice messages today. These are the fancy kinds that go beyond voice mail, but instead show up in my text messages app, only I get to hear her voice. Apple nicely transcribes these messages for me, too, though it cracks me up what it sometimes thinks Kerry says in these messages. This time, it thought that she called me “Fran,” but instead she was calling me, “friend.”

She's going to be on sabbatical next semester, so is wanting to get going with a note-taking application. In my over two decades in higher education, I've never had a sabbatical, but I imagine that if that time were to come, I would really want to get a jump on the organization side of things, as well. I've enjoyed following Robert Talbert's transparency around his sabbatical as he seeks to be intentional with his sabbatical, even subtitling one of his blogs: Or, how my inherent laziness has made me productive on a big project. He also suggests that we regularly carve out time to reflect on whether where we are spending our time and devoting our attention is in alignment with the things that are most important to us.

I like reading Robert's blogs in which he geeks out about the tools that he uses. Like me, he's evolved what applications he uses, most recently documenting the digital tools he is using for his own sabbatical project (part 1 and part 2).

Even though Kerry asked me about my suggestions for a note-taking tool, I can't help but zoom back out and make sure we both understand that bigger picture. I can't really answer the question as to giving my advice related to taking notes, unless I'm sure she's got the other vital pieces going that she will need to maximize her time. Not to mention, giving herself permission to wander and be entirely “unproductive” for at least some portions of this time away.

The Tools

For any sabbatical, I'm making an assumption that at least some portion of it will involve doing research and some writing.

References Manager

There are many good references managers out there. I haven't changed mine really ever, since landing on Zotero many years ago. I didn't have a references manager when doing my master's or doctorate, so when I talk about the power of one, I tend to sound like an old person talking about having to walk uphill to get to school, both ways, with a bit of “get off my lawn” sentiment, throughout.

Hands down, if you're going to research, or plan on doing some academic writing, it makes zero sense not to be capturing sources in a references manager. Off the top of my head, be sure you know how to:

  1. Add sources using the Zotero extension installed on your preferred browser. Zotero must be running in the background as an application, at least for how I have things configured on my Mac, but it will nudge you, if you forget.
  2. I choose to check each source, as I add it, though this isn't necessary. Zotero is great because much of the time, it will grab the metadata associated with the item you have saved, including the author's name, date of publication, URL, etc. However, sometimes websites don't have their information set up such that some of the information gets missed. I would always way rather just add it, manually, in the moment I'm already on that page. Others just figure they'll wait to see if they actually wind up citing that source.
  3. Cite sources within your word processor, which for me is Microsoft Word. I use the toolbar for Zotero when I need to cite a source, as I'm writing, I easily search for it, and then press enter and away I go.
  4. Create a bibliography using Zotero. This would have been a game changer, had I had this tool when I was in school. Some years back, they made this auto-update so each time you add a new source, your references list automatically updates, as you go. If you delete a sentence containing a citation, it is removed from your references. So cool.

Digital Bookmarks

For any other type of digital resource (ones I doubt I'll wind up citing in formal, academic writing), I save them to my preferred digital bookmarking tool: Raindrop.io. I can't even imaging doing any computing in any context without having a bookmarking tool available to save things to…

I've got collections (folders) for Teaching in Higher Ed, AI (this one is publicly viewable as a page, and as an RSS feed), Teaching, Technology, and ones for specific classes, just as an example. Take a look at my Raindrop blog post, which talks more about why I recommend it and how I have it set up to support my ongoing learning.

Note-Taking

Now we're finally getting around to Kerry's original question. I had to first talk about a references manager and digital bookmarks, since I wanted to ensure that she will have at least Zotero (or similar tool) for the formal, academic writing, including citing sources and doing the necessary sense-making required for academic writing.

Chicken Scratch (Quick Capture) Notes

There's a place in many people's lives for quick-capture notes. You're talking to someone and they mention something you want to remember. You don't first want to figure out where to put that information; you just want to grab it, like you might a sticky note in an analog world.

Hands down, for me, that app is Drafts.

At this exact moment, I would consider myself a “bad” Drafts user. I've got 172 “chicken scratch” notes sitting, unorganized. That said, I don't put anything there that it would be terrible if the notes got “lost” from my attention for a while. These past three months, I was a keynote speaker at a conference in Michigan, and did a pre-conference workshop for the POD Conference in San Diego. Being on the road means lots of opportunities for me to hear about something, or have an idea, that I just want to quickly capture in that moment, and get back to, later.

I submitted grades late last night, so today means getting back to a more regular GTD weekly review, at which point I'll be emptying my inboxes, including my Drafts inbox. If you're curious about the process I use to accomplish this, I couldn't recommend more another post by Robert Talbert: How and why to achieve inbox zero.

One other thing I'll mention about Drafts is that it is incredibly easy to get started with… and once you're up and running, there are a gazillion bells and whistles you could discover, should you want to get even more benefit out of it.

One fun thing I enjoy is using an app on my iPhone and Apple Watch (via a complication) called Whisper Memos, which lets me record a voice memo and then receive an email with my “ramblings turned into paragraphed articles.” However, instead of cluttering up my email inbox, I have it set up to send an email to my special Drafts email, which then sends the transcription (broken into paragraphs, which I find super handy) to my Drafts inbox, for later use.

I also keep a Drafts workspace (not in my inbox) dedicated just to my various checklists, such as packing lists, a school departure checklist (which we haven't had to use in a long while, since our kids keep getting older and more independent), password reset checklist (where are all of the different apps and services I need to visit, anytime I get forced to reset my password for work), and a checklist for all the places I have to change my profile photo, anytime in the future I get new headshots or otherwise want a change.

Primary Note Taking Tool

Now we're finally to the real question Kerry was asking: What app should she use to take notes? Well, as I mentioned, I actually have a fair amount of them, but since I'm at least attempting to stay focused on the sabbatical needs, I had better get back to it now.

My primary notetaking tool these days is Obsidian. Robert Talbert again does a great job of articulating how and why he uses Obsidian. A big driver for me is that if I ever want to switch things up down the road, I don't have to worry about how to get stuff out of Obsidian. As it is just a “wrapper” or a “view” of plain text files that are sitting on my computer. If they ever decided to jack their users around by significant increases to their pricing model, without the added value one might expect, I wouldn't be locked in at all. There are plenty of other note-taking apps that would know how to “talk” to and display the plain text files on my computer in a similar fashion as Obsidian.

That said, some people might be intimidated by becoming familiar with writing using Markdown, which is the formatting used in plain text files. Since the text is “plain,” that means you can only make something bold by using other indicators that a given word or phrase is meant to be bold. However, I find you could get up and running with the vast majority of Markdown in less than five minutes, such that this isn't as big a barrier as it might seem.

As an example, I don't have to type the formatting for bold, I can just high light those words and then press command-B on my keyboard, same as I would in any other writing context. Headings are just indicated by typing the number of pound signs at the start of a line. So the heading for this section of this post required four number signs, because it is a heading 4 (H4), and then I just press space and type the subheading, like normal.

That said, you couldn't go wrong with Bear, or Craft, if you aren't as concerned about being able to get stuff easily out of them, should you ever change note taking tools in the future.

Getting Started

The tool we select is important, yes. But more important is how we set them up to help us achieve the intended purpose of wanting a note taking tool in the first place.

Daily notes. I am not as disciplined about this as I once was, but hope to get back to doing daily notes. Carl Pullein talks about the history of the “daily note” and how to use them to keep yourself organized and focused.

Meeting notes. I am close to 100% disciplined about taking notes during meetings (really helps me stay focused, as otherwise my mind can wander quite a bit), or when attending conferences or webinars. I keep a consistent naming convention for these notes, as follows: yyyy-mm-dd-meeting-name and then move the note to a dedicated folder in Obsidian. I only move the note into the follow after I have reviewed it for any “open loops” and then captured those in my task manager.

Other writing. I've got folders for other types of writing that I do, as well. To me, the key is having a “home” for where things belong and to be super disciplined about consistent naming conventions, so I don't get overwhelmed with the messiness of the creative process.

That said, Kerry will first want to play around with any note taking tool she is considering just at the note level, before she worries about how she will organize things. Otherwise, it is way too easy to get overwhelmed and not cross over the finish line of getting started using a note taking tool, consistently.

The University of Virginia Library offers ideas for how to organize research data across all disciplines. Don't miss the part where they say to write down your organization system before you start, or in my experience, it is too easy to forget how I set things up in the first place.

Filed Under: Personal knowledge mastery

The Relationship Between the Fundamentals and the Emergent

By Bonni Stachowiak | December 6, 2025 | | XFacebookLinkedInEmail

It is intermission time at a dance recital. Stage is empty, except for a slide indicating a ten minute intermission

Last night was our daughter’s dance recital. She is 11 and in middle school now, and the performance combined the middle school and the upper school. It was such a delight to see all these performers come together, and I kept being reminded of so much of what I’ve learned about learning and teaching through the experience of watching them.

The Practice

In James Lang’s book Small Teaching, he tells a story about small ball. I don’t know a lot about baseball, and I probably know more about baseball from reading the description Jim has of something called small ball than I know about anything else in the sport. That may not be true, but that’s how it feels, often. Perhaps that’s because his book has meant so much to me and this idea of small ball, where you focus on the basics.

I may get some of this wrong because I am not picking up the book and going back and referencing it at this exact moment. Sometimes I feel like I know the book by heart. But Jim talks about just this idea of: now we’re going to run the bases, or now we’re going to hit the ball, and all the things. Those fundamental skills—those things we want to cultivate. James Lang doesn’t say this, but as a set of Lego pieces so that we can achieve enormous heights and something beyond perhaps what even the teacher might have imagined possible. That’s possible when we first start with the basics: those fundamental building blocks.

And while I don’t know a lot about baseball, I do know a fair amount about dance. I spent 11 years of my life, for example, taking ballet lessons. Our version of small ball in a ballet class was the warm-up. I still can vividly picture the barres that would be brought out. Some were affixed to the walls permanently in the studio, but others would be placed out in the middle of the room. They were in varying heights, and you would come in and select where you wanted to stand. Where you chose had to do with your place in the room as well as the height of the barre appropriate for you.

Dancers of all levels would come together—whether this was something they did professionally or as a hobby—and we would begin with pliés and relevés in first position, second position, third position, and so on. This became a culture. A practice. It was a small ball experience. It was necessary to warm up our bodies together and move in unison like that, with the music guiding our pace and tempo.

Then we would move the barres out and get ready for the floor routines. As I reflected on these memories of ballet class, I am reminded that each time I smell a cigar while walking in our neighborhood, I think there must be someone nearby who smokes one occasionally. Our ballet teacher used to smoke cigars, and I’m always reminded of him—which, the juxtaposition of smoking and ballet always cracks me up to this day. Certainly a lot has changed about smoking as I share these words with you in the year 2025, thank goodness.

The Rehearsal

As I reflect back on our daughter’s concert, I think about the ways in which rehearsals help shape us. It’s the process of getting ready for that performance. And as we’re getting ready, we do different kinds of rehearsals. Sometimes they’re in costumes, sometimes not. Sometimes we wear makeup, sometimes not. Sometimes the lights are there, changing the dynamics of what the performers can and can’t see and where the visual emphasis gets placed for those watching.

Some early rehearsals are more what are called blocking—just getting familiar with the space. When we move our bodies to one part of the space, what will that experience be like? Some of this I’m drawing from my background in theater, where you do dry run-throughs that are blocked and you learn how you’re going to move about the stage. Anytime I do a speaking engagement, I try my best to get some time in the space where I'll be sharing, doing some blocking of my own. I try never to be a high maintenance person, so I seek to build upon the strengths of the existing space and how I might draw on it to engage people during the time we'll have together.

Another aspect of their performance last night was the student and faculty collaboration. I reveled in the differing levels that came together. Some of the faculty have been professional dancers and choreographed many of the routines. But you also had middle school and high school performers who choreographed their own pieces. That was so delightful to see.

Even in the group performances, you would have standout performers—those who do this seven days a week. Our daughter’s friend goes to lessons and rehearsals and performances seven days a week. It is a huge focal point of her life and their family. Our daughter's dancing is solely reliant on what they do during the school day at this point. But in the group performances, they are able to pull together the unique strengths of each performer and create something that is invisible to the audience—because they all reach a certain level of high-quality expectations.

Then those who can do, in some cases, acrobatic flips or pirouettes with four rotations, as opposed to the beginners who can do just one—what a delight it is to see differing levels come together in synergistic ways. Their differences become assets rather than flaws, thanks to talented choreography, commitment to rehearsing, and the drawing out of one’s unique strengths.

The Emergent

This morning, while reflecting on all of this, I came across a video of a couple of dancers I’m not familiar with. The Instagram algorithm “knows” me well and will feed me videos I enjoy. These performers are dancing the Lindy Hop.

I did the Lindy Hop in my 20s and loved it so much that I would go to multiple group lessons—usually three or four each week. I would take at least one private lesson each week, and then I would go out dancing one or two nights a week. I had an annual pass to Disneyland and would go there by myself, take the tram in by myself, not knowing whether I would see anyone I knew—just to be around the dancers and to hope I would get a chance to dance with others. It was such a special time in my life. I would go to sleep at night and dream. That’s how much the Lindy Hop meant to me.

I don’t come across it as much these days. It seems West Coast Swing has taken over more of the dance world I used to be part of. So anytime Lindy Hop comes across my screen, I will definitely want to watch what’s happening.

Many of these dances—including the Lindy Hop—have a basic eight count. As you become more practiced, you’re able to let the music change things up. Much swing music has what are called breaks, where a measure shifts and varies the pattern. The dancers and the music create such amazing playfulness and interaction. It is so fun to watch.

A song with lots of breaks in it is Shiny Stockings, sung here by the great Ella Fitzgerald:

In the U.S., as well as many other countries, there are swing dance competitions. I don’t see many Lindy Hop competitions anymore, but I still enjoy Jack and Jill competitions. A lead’s and a follow’s names get drawn from a hat, and a DJ plays a song they’ve never heard. I love watching Jack and Jill competitions because of the improvisational nature of them.

The Lindy Hop dance I saw this morning looked similar—though these dancers clearly dance together regularly and this wasn’t a competition but a demo. It didn’t appear to be fully choreographed. I could see subtle moments where the follower responded to the lead in real time. To an untrained eye, these steps would look 100% planned. But because I know the context—likely a camp or workshop in Spain—I can pick up on the improvisational clues.

I've started following Nils and Bianca on YouTube and look forward to watching many more of their dances in their back catalog. Their demo of Hey Baby from Rock That Swing 2018 is a delight and I'm confident that there's so much good dancing coming my way in the future, via Nils and Bianca's channel. In case you didn't believe me earlier when I said that they weren't performing, here's another example of what it looks like when they are: Good Rockin' Daddy – Etta James – Stuttgart 2022.

As I think back on last night’s very planned dances at our daughter's recital and this morning’s emergent dance, I’m struck by how emblematic all of this is of teaching. The rehearsals, the planning, the choreography—and finally the performance—enable us as educators to respond to the emergent, the uncertain.

Teaching as Planned Structure and Emergent Possibility

Mia Zamora on Episode 475 talked about planning for that—how to create structure such that we have equipped ourselves for all of the unexpected. She says on that episode:

Intentionality and listening are important qualities for facilitation.

I love how Mia and so many others help us consider the ways in which our intentionality, our planning, our putting structure around teaching and learning can help create communities ready to come together and navigate the unknown. Way back on Episode 218 Alan Levine shared about courses as stories. He and Mia co-taught the Net Narratives class together and used ‘spines' as a metaphor for how they structured that class for the emergent.

Randomly (or perhaps not), Alan writes about fractals in a recent post, as it relates to the emergent. He quotes an OEGGlobal colleague in a Slack post as writing:

In everyday language, especially in adrienne maree brown's Emergent Strategy, fractal refers to the idea that:

“How we are at the small scale is how we are at the large scale.”

If you want organizations, communities, or movements to be compassionate, equitable, and connected, those qualities need to show up in the small day-to-day interactions, too.

So: small patterns = big impact.

Alan goes on to describe how fractals inspired the structure of ds106, a course (and ongoing community) designed from its roots to be open, center on digital storytelling, and creating community.

I'll let you go read Alan's post to discover more of his thoughts on the emergent, but for now, all I can help but think of is wondering if Alan saw this video clip of Hasan Minhaj talking to a 13-year-old math genius (Suborno Isaac Bari) about fractals.

Ever since initially viewing the clip, I have had a growing curiosity about fractals, knowing practically nothing about them before that moment. I am also reminded of how difficult (impossible?) it is to measure learning, just like trying to accurately measure a coastline.

Or measure just how good a dance recital was…

Filed Under: Teaching

The Mother of All Indexes: My Posts from Jarche’s Personal Knowledge Mastery Workshop

By Bonni Stachowiak | November 26, 2025 | | XFacebookLinkedInEmail

Personal Knowledge Mastery - Index Grid of various images that showed up as part of my PKMastery posts, including Bryan Alexander's headshot, Joan Westerberg's headshot, and a stapler

As part of participating in Harold Jarche's Personal Knowledge Mastery workshop, we were given lessons and activities three times a week for six weeks. I had been blogging perhaps once or twice a year for a while now, never feeling like I had found my voice with those posts. Doing that much sharing via the written form seemed daunting, yet I had a strong suspicion that the discipline would pay off. I was not wrong at all on that front.

Here are the various posts I wrote, along with an overview of the concepts explored in each one.

01 – Getting Curious About Network Mapping

Great insight lies in visualizing and analyzing the relationships that surround our work and learning. Networks are fundamental lenses for how we connect, influence, and grow.

Key themes:

  • Network mapping and the difference between strong ties and weak ties (and how both kinds are essential to a thriving learning network).
  • The habit of giving first and nurturing relationships as network fuel.

Quote:

“Most intuitive notions of the “strength” of an interpersonal tie should be satisfied by the following definition: the strength of a tie is a (probably linear) combination of the amount of time, the emotional intensity, the intimacy (mutual confiding), and the reciprocal services which characterize the tie.” — Mark S. Granovetter (1973)

Both strong and weak ties are vital to our learning.

02 – Let’s Get Curious

Allowing ourselves to wonder opens up our capacity to learn, connect, and co-create more deeply.

Key themes:

  • Sparking curiosity means we tap into a power well beyond certainty (as illustrated so well through this beloved clip from Ted Lasso).
  • The world of work is increasingly complex; the very skills that matter now include creativity, imagination, empathy and curiosity.

Quote:

“The skills required to live in a world dominated by complex and non-routine work requires — creativity, imagination, empathy, and curiosity.” — Harold Jarche

Stay curious, widen our lenses, and lean into the discomfort of not-knowing as the gateway to meaningful growth.

03 – Connecting Birds, Grief, and Communities

Grief, networks, and belonging are deeply intertwined in shaping the places where we learn, grow, and support one another.

Key themes:

  • The isolation that grief can bring creates a powerful invitation to community when we’re willing to show up with vulnerably.
  • Communities (using Mastodon) and how we sustain communities when the baskets we placed our eggs in (platforms, networks) change or disappear and what that means for our learning ecosystems (I didn't write about this in the post, but many say the answer is federated networks)

Quote:

“If we put our metaphorical eggs in one basket and something happens to that basket, there’s no putting Humpty Dumpty back together again.” — Bonni Stachowiak

Invest in communities that embrace complexity, invite connection across networks, and hold space for both loss and belonging.

04 – Engaging with Intentionality and Curiosity

As I reflected on intentionality this week, I realized that showing up with purpose—not just going through the motions—significantly shapes what I notice, how I respond, and who I become in the process.

Key themes:

  • Intentionality helps clarify why something matters and helps resist the pull of the urgent and focus on the important.
  • Analyzing who Harold Jarche follows on Mastodon offered an opportunity to reflect on my aims for the network.

Quote:

“Show up for the work.” — Bonni Stachowiak

Jarche also gave some examples of the practices on which PKM is built upon, such as narrating our work and sharing half-baked ideas.

05 – Scooping Up Adulting and the Benefits of Being Curious

Moving through life’s messy, liminal spaces requires curiosity, humility, and movement.

Key themes:

  • The relevance of the Cynefin framework in helping us learn in the complex domain.
  • The value of formal and informal communities and open knowledge and formal knowledge networks as our learning ecology.
  • Curiosity as a pathway through liminality: staying attuned to what is becoming.

Quote:

“In a crisis it is important to act but even more important to learn as we take action.” — Harold Jarche

This Learning in the Complex Domain post by Jarche is likely the most important one for me to revisit from all that I read throughout these six weeks, as I'm still struggling to understand the Cynefin framework.

06 – Why Isn’t RSS More Popular By Now?

It's still wild to me that RSS isn't as common as navigating websites.

Key themes:

  • A well-curated set of feeds via an RSS aggregator turns passive reading into active sense-making.
  • RSS remains undervalued in the age of algorithmic feeds, yet when we control our own feed-ecosystem we reclaim agency over where our attention goes.

Quote:

However, I'm picky about my reading experience and have gotten particular about being able to read via Unread on my iPad and navigate everything with just one thumb. — Bonni Stachowiak

I was also glad to learn from Jarche about subscribing to Mastodon feeds and hashtags via RSS, though I haven't experimented with that much, yet, since the Tapestry app does a lot of that for me.

07 – Can You Keep a Secret?

Understanding the frameworks behind our media tools unlocks far deeper insights than simply reacting to what comes our way.

Key themes:

  • Exploring Marshall McLuhan’s Media Tetrad helped me see every medium as doing four things: extending, retrieving, obsolescing, and reversing.
  • Applying the tetrad to the smartphone made visible how it extends access and connection, obsolesces older single-purpose devices, retrieves communal spaces, and reverses into distraction and isolation when pushed too far.
  • This kind of analysis invites me to pause, notice, and interrogate the media I use daily rather than assume they’re neutral or benign.

Quote:

“The reversals are already evident — corporate surveillance, online orthodoxy, life as reality TV, constant outrage to sell advertising. The tetrads give us a common framework to start addressing the effects of social media pushed to their limits. Once you see these effects, you cannot un-see them.” — Harold Jarche

Analyzing these media tools heps us choose how to engage with them, rather than passively being shaped by them.

08 – Fake News Brings Me to an Unusual Topic for this Blog

It is critical to engage in ways to increase the likelihood of us being able to identify fake news. .

Key themes:

  • The articulation of four primary types of fake news — propaganda, disinformation, conspiracy theory, and clickbait — as outlined by Harold Jarche.
  • How propaganda intentionally spreads ideas to influence or damage an opposing cause; disinformation deliberately plants falsehoods to obscure truth.
  • The persistence of conspiracy theories despite lacking evidence, and how clickbait uses sensationalism to manipulate attention and action.

Quote:

Misinformation implies that the problem is one of facts, and it’s never been a problem of facts. It’s a problem of people wanting to receive information that makes them feel comfortable and happy. – Renée DiResta, as quoted in El País

Our identities get so wrapped up in what we believe, it can be so challenging to consider how we might be part of combating fake news in our various contexts.

09 – From Half-Baked to Well-Done: Building a Sensemaking Practice

It can be so generative to share thoughts before they’re polished and this openness fuels learning, creativity, and connection.

Key themes:

  • Half-baked ideas make space for iteration: they invite others in, rather than presenting a finished product that shuts conversation down.
  • Sharing early thinking helps me stay curious, flexible, and less attached to being “right.”
  • When we release ideas in progress, we give our networks something to build on, remix, or nudge in new directions.

Quote:

If you don’t make sense of the world for yourself, then you’re stuck with someone else’s world view. — Harold Jarche

Let ideas be emergent rather than complete so that learning can unfold collaboratively.

10 – The Experts in My Neighborhood

Jarche introduces us to various PKM roles for this topic.

Key themes:

  • Our learning ecosystems benefits from curating a diverse set of experts to help navigate complexity.
  • Through my PKMastery practices (bookmarking, sense-making, sharing), I can engage with expert ideas over time.
  • The real value comes not from one “expert,” but from a network of thinkers whose disagreements and different perspectives stretch our own thinking.

Quote:

“Writing every day is less about becoming someone who writes, and more about becoming someone who thinks.” — JA Westenberg

The value of PKM is in curating many voices, cultivating a “neighborhood” of experts to follow, listen, question, and to build a rich, networked sensemaking practice rather than rely on single voices alone.

11 – Network Weaving as an Antidote to Imposter Syndrome

Turning toward connection can be one of our strongest antidotes to imposter syndrome.

Key themes:

  • Network weaving reframes “Do I belong here?” to “Who can I bring together?” — shifting the energy from proving my worth to creating belonging.
  • Connecting people, ideas, and stories becomes my purpose: not to be the smartest person in the room, but to serve as a bridge, curator, and connector.
  • Vulnerability matters: acknowledging I don’t have all the answers, but inviting others to learn out loud anyway.

Quote:

A triangle exists between three people in a social network. An “open triangle” exists where one person knows two other people who are not yet connected to each other — X knows Y and X knows Z, but Y and Z do not know each other. A network weaver (X) may see an opportunity or possibility from making a connection between two currently unconnected people (Y and Z). A “closed triangle” exists when all three people know each other: X-Y, X-Z, Y-Z. – Valdis Krebs

This reminder feels like fuel for the next leg of my PKMastery journey — leaning into weaving networks as practice not just for growth, but for belonging and shared strength.

12 – I Can See Clearly Now The Frogs Are Here

Growth often comes not from jumping to answers but from staying curious, experimenting, and traveling alongside fellow learners.

Key themes:

  • Fellow seekers offer empathy, solidarity, and space to wrestle with ideas, often more supportively than experts alone.
  • As described by Harold Jarche, combining curiosity with connection can help transform seekers into knowledge catalysts, nodes in our networks who learn, curate, and contribute meaningfully.
  • Innovation and insight often emerge through playful experiments (half-baked ideas) from the beginner’s mind held by seekers.

Quote:

Your fellow seekers can help you on a journey to become a Knowledge Catalyst, which takes parts of the Expert and the Connector and combines them to be a highly contributing node in a knowledge network. We can become knowledge catalysts — filtering, curating, thinking, and doing — in conjunction with others. Only in collaboration with others will we understand complex issues and create new ways of addressing them. As expertise is getting eroded in many fields, innovation across disciplines is increasing. We need to reach across these disciplines. — Harold Jarche

Seeking is not a sign of weakness, but as a source of collective curiosity, connection, and growth.

13 – What Happens When We Start Making the Work Visible

There is strength in making invisible processes and decisions visible.

Key themes:

  • When we narrate our work, we open up pathways for real-time collaboration and shared learning rather than one-way transmission.
  • Narration allows for experimentation: sharing work in progress de-commodifies knowledge.
  • It shifts the emphasis from polished deliverables to ongoing learning — not just focusing on the final product, but how we got there, and what we learned along the way.

Quote:

The key is to narrate your work so it is shareable, but to use discernment in sharing with others. Also, to be good at narrating your work, you have to practice. — Harold Jarche

Narrating our work offers a window into our process of learning.

14 – No Frogs Were Actually Harmed in Describing Systems Thinking

As I reflected on systems thinking, I found myself returning to how challenging (and how necessary) it is to see beyond events and into the structures that shape them. Revisiting Senge’s The Fifth Discipline reminded me just how often we can slip into reacting instead of zooming out to notice patterns.

Key themes:

  • How easy it is to fall into organizational “learning disabilities,” like assuming I am my position rather than part of a larger whole.
  • Chris Argyris describes the phenomenon of “skilled incompetence,” where groups of individuals who get super good at making sure to prevent themselves from actually learning.
  • The invitation to practice systems thinking collectively, not just individually.

Quote:

You can only understand the system of a rainstorm by contemplating the whole, not any individual part of the pattern. – Peter Senge

Sitting with this reminded me that lest we fall victim to skilled incompetence, we need to continually nurture the humility and curiosity to keep looking wider, deeper, and more generously at the forces shaping our organizations and our work.

15 – Asking as a Way of Knowing: PKM Embodied By Bryan Alexander

The potential for adding value through PKM helps make our contributions much richer when paired with curiosity, generosity, and intentional sharing.

Key themes:

  • PKM isn’t just about what I read or bookmark — it’s about how I transform that input through asking questions, sense-making, and offering what I learn into shared spaces.
  • Public sharing (through podcasting, writing, conversation) complements private learning — the two together deepen meaning and foster connection.
  • “Adding value” can look like holding space for others’ learning — asking curious questions, offering resources, and modeling openness rather than trying to prove expertise.

Quotes:

Every person possessing knowledge is more than willing to communicate what he knows to any serious, sincere person who asks. The question never makes the asker seem foolish or childish — rather, to ask is to command the respect of the other person who in the act of helping you is drawn closer to you, _likes you better_ and will go out of his way on any future occasion to share his knowledge with you. — Maria Popova

It was great getting to see this all in action, through a dinnertime conversation with Bryan Alexander.

16 – The Gap

Fear and self-doubt often keeps us from beginning and from recognizing how much value we hold even before we “arrive.”

Key themes:

  • There’s often a gap between where we are now and where we want to be — but that gap doesn’t diminish the worth of what we’re already learning and creating.
  • True learning requires embracing vulnerability: pursuing new practices.
  • Public sharing matters: showing work in progress reminds me (and others) that learning is ongoing and that we don’t need to wait until we’re “expert enough” to contribute something meaningful.

Quote:

“The biggest gap is between those doing nothing and those doing something.” — Tim Kastelle

Commit to practice, to sharing, and to staying open to becoming someone who learns out loud.

17 – Walking With PKM: Reflections From Six Weeks of Practice

Stepping away from busyness — even just to wander — creates the space for real insight and creative thinking.

Key themes:

  • Walking becomes a practice of reflection: giving my brain space to wander and surface ideas.
  • Learning isn’t always quantifiable.
  • The value in a consistent PKM practice allows me to my own capacity to notice, wonder, and ultimately learn.

Quote:

Creative work is not routine work done faster. It’s a whole different way of work, and a critical part is letting the brain do what it does best — come up with ideas. Without time for reflection, most of those ideas will get buried in the detritus of modern workplace busyness. — Harold Jarche

PKM is part discipline, part letting go of the busyness, and part listening to whatever emerges.

18 – The Last Step Toward the First Step

“Mastery” is not an endpoint, but a habitual practice of learning, sharing, and growing.

Key themes:

  • Value lies not in perfection, but in consistency: the small acts of sharing half-baked ideas and imperfect work.
  • What I do contributes to a larger learning ecosystem: by sharing what I learn, I contribute to collective sense-making and encourage others to do the same.

Quote:

It is not being in the know, but rather having to translate between different groups so that you develop gifts of analogy, metaphor, and communicating between people who have difficulty communicating to each other. — Ronald Burt

The real power of PKM shows up not at the end, but in the consistent rhythm of seeking, sensing, and sharing.

Filed Under: Personal knowledge mastery

The Last Step Toward the First Step

By Bonni Stachowiak | November 26, 2025 | | XFacebookLinkedInEmail

Personal Knowledge Mastery: The first step Image of the view of traffic from the rear view mirror of a car

This final PKMastery workshop post is what I'm referring to as the last step toward the first step, meaning that while I'm through with the formal/structured activities and curated lessons from Harold Jarche, there's such tremendous potential for even deeper learning, with a renewed commitment toward PKM.

Jarche shares a report from many years ago about the most valued Future Work Skills. He writes of how: “The report identified six drivers of change.

  1. Longevity, in terms of the age of the workforce and customers
  2. Smart machines, to augment and extend human abilities (quite obvious since 2023)
  3. A computational world, as computer networks connect
  4. New media, that pervade every aspect of life
  5. Superstructed organizations, that scale below or beyond what was previously possible
  6. A globally connected world, with a multitude of local cultures and competition from all directions

Ten future [present] work skills were derived from these drivers and these were seen to be critical for success in the emerging network era workplace. In 2014 a relatively simple infographic was published to show the relationship between these drivers and skills. Of these 10 skills, four compose the essence of personal knowledge mastery:

  1. sense-making
  2. social intelligence
  3. new media literacy
  4. cognitive load management

Participants in the workshop are then invited to focus on which competency we would most like to develop in, as part of our overall PKM practice. I'm torn between sense-making and cognitive load management. While further understanding of systems thinking and sense-making practices would certainly help me in my ongoing learning, I recognize my lack of sufficient discipline for what a focus on cognitive load management might bring me.

Throughout this process of blogging my way through Harold Jarche's Harold Jarche's Personal Knowledge Mastery workshop, I essentially wrote the equivalent of half of a book. When I tell myself that I don't have time for certain pursuits in my life, these past six weeks would seem to counter those self-limiting beliefs. While I'm not actually interested, necessarily, in writing a book for other people at this exact moment, my shift in focus to a more reflective and open writing style for all these posts has felt liberating. As Ronald Burt shares:

It is not being in the know, but rather having to translate between different groups so that you develop gifts of analogy, metaphor, and communicating between people who have difficulty communicating to each other.

Having no idea who will ever read these words, but knowing that the writing practice this workshop has instilled in me has been tremendously helpful in my own sense-making. James Lang would say I'm getting lots of practice writing to an imaginary audience and that has felt good. By Jarche asking us to engage on Mastodon and to use the #PKMastery hashtag, I've been able to share my work with a niche audience, reconnecting with people I hadn't been in regular touch with for a long while, in addition to meeting a couple of new people along the way.

Filed Under: Personal knowledge mastery

Walking With PKM: Reflections From Six Weeks of Practice

By Bonni Stachowiak | November 22, 2025 | | XFacebookLinkedInEmail

Personal knowledge management - reflecting Person walking with teal shoes on (view from behind them as they are walking)

This post is one of many, related to my participation in  Harold Jarche's Personal Knowledge Mastery workshop.

I love to walk. Sometimes I do it alone (almost always listening to either music or podcasts), though most often walks these days are facilitated by an invitation from one of our kids to go for an evening walk. I'm at the POD25 conference, so have been missing my night time walks. Right now, I'm holed up in my hotel room, doing some reflecting, writing, and a bit of grading.

Instead of feeling guilty, I'm overwhelmed with supportive messages about how healthy this is. First, let's start with walking. Rebecca Solnit writes in Wanderlust: A History of Walking about this practice:

Thinking is generally thought of as doing nothing in a production-oriented society — and doing nothing is hard to do. It’s best done by disguising it as doing something, and the something closest to doing nothing is walking.

The pull to keep producing and soaking in every bit of ROI from my university paying for this trip is strong (not because of them, I should say, but because of my own sense of needing to “get the most out of limited budget dollars”). Yet, learning cannot be perfectly quantified in terms of financial metrics, despite corporations' and governments' strong desire to do so. Jarche reminds us of the importance of leaving room for time and context to enrich our learning.

We cannot tap into our innovative capacities without being open to radical departures from the predictable, planned path (an example of which might be the typical professional conference schedule). And yes, sometimes that means not engaging in every planned session at a conference, like the one I'm participating in this week.

Jarche writes:

Creative work is not routine work done faster. It’s a whole different way of work, and a critical part is letting the brain do what it does best — come up with ideas. Without time for reflection, most of those ideas will get buried in the detritus of modern workplace busyness.

As we wrap up our time together, Jarche invites those of us participating in his Personal Knowledge Mastery workshop to reflect on our experience these past six weeks. Here I go, in responding to his questions:

Q. What was the most useful concept I learned from this workshop?

A. It wasn't really a concept, rather a practice. I benefitted by committing to a regular writing practice throughout the workshop, which provided opportunities for rich reflection and deepened learning. The structure of the workshop allowed for that to take place (plus me being a person who is a bit of a completist and wanting to blog through all 18 of the opportunities for reflection and activity that Harold provided).

Q. What was the most surprising concept that has changed my thinking about PKM?

A. I had seen Jarche write about McLuhan's media tetrad in the past, but didn't slow myself down enough to absorb much of anything, at the time. However, given my commitment to practice PKM throughout this experience, I wrote about the concept for the first time, and even shared the framework as a part of a keynote I gave a month or so ago.

A diamond-shaped diagram illustrating McLuhan’s media tetrad. The center diamond is labeled “Medium.” Four surrounding diamonds describe its effects: the top says “Obsolesces — a previous medium,” the right says “Retrieves — a much older medium,” the bottom says “Reverses — its properties when extended to its limits,” and the left says “Extends — a human property.” The image is adapted from jarche.com

During the keynote, I couldn't remember the word “tetrad,” when the idea came up later in the talk (as in after the slide had long since disappeared). I had attempted to come up with a word association on the plane ride out to Michigan, but it had failed me, in that moment.

“Think of the old arcade game, Tetris, plus something being “rad” (like in the 80s)”, I told myself. I was definitely learning out loud and performing retrieval practice in real time, as I eventually cobbled together audience participation input and finally got myself there.

A few things I've learned about myself, cognitive science, and other human beings remind me of these principles. For starters, my embarrassment in not knowing, but still struggling through and reaching the side of knowing means I'm unlikely to forget the word in the future. Plus, people aren't looking for other humans to be perfect. It is through our vulnerability and relatability that we might most often have an opportunity to make an impact on others. At least I believe that may be the case for me… as I wasn't meant to be the expert, as my primary role in this world, I don't think. I would rather be known as someone who is curios, which I've heard enough times to start to believe that it is true.

Q. What will be the most challenging aspect of PKM for me?

A. I still need to learn more about the concepts and frameworks involving navigating complexity, including one I've come across in the past, but never got much further than confusion, previously: cynefin. Jim Luke (who I met a gazillion years ago at an OpenEd conference) has offered to share his wisdom about cynefin with Kate Bowles and I sometime in the next couple of months. He replied to me on Mastodon about cynefin:

I find it a very useful heuristic in thinking about community, higher ed, any activities that are organized and care-centered, etc.

This exchange wouldn't have occurred, had it not been for Harold structuring the PKM workshop around engaging on Mastodon, by the way. This is going to be a gift that keeps on giving, I believe. While my connections there are still small in number, they are strong with competence, care, and creativity.

I'm glad that I can now pronounce cynefin without first locating an audio clip of someone else saying it. I'm useless at phonetic spelling, so that stuff doesn't often help me in the slightest. I do still have to look up how to spell it each time. My brain feels slower with the learning when a word is pronounced differently than it is spelled. I still have to occasionally slow myself way down when spelling my own last name, so I won't let myself feel too bad about still not being able to spell cynefin without help.

Q. Where do I hope to be with my PKM practice one year from now?

A. I would like to be in a more regular practice of blogging a year from now. I tend to save up blog post ideas that are super laborious for me (at least the way I approach the task, in those cases). I like doing posts for Jane Hart's Top Tools 4 Learning votes (like my top ten votes from 2025). But given how extensively I write and link in those posts, they take many hours to complete. I also have enjoyed doing top podcast posts, drawing inspiration from Bryan Alexander's wonderful posts, like this one about the podcasts he was listening to in late 2024.

My post from late 2024 about what Overcast told me I had listened to the most that year was less time consuming to write, than ones I had done in the past. But I felt weird only going from the total minutes listened as my barometer, when I think that other podcasts are far more worthy of acknowledgement than some of the ones I wound up having listened to the most that year. This 2021 Podcast Favorites post took forever to write and curate, but is more emblematic of the ways I would most like to celebrate all the incredible podcasts that are out there (or at least were publishing, at the time I wrote it).

If I put some creative constraints on myself, in terms of the time I would allow myself to commit to any individual post, I suspect I would have a lot more success with this aspect of PKM. I so appreciate the way that Alan Levine, Maha Bali, and Kate Bowles write in more reflective, informal ways. I've been pushing myself throughout this workshop to just get the ideas I'm having in the moment out there, to tell stories that are snapshots of my sensemaking processes, and to be human and allow myself to show up in the messiness that is indicative of the learning process.

Gratitude

My deepest gratitude goes to Harold Jarche for such a well-designed, impactful learning experience through his Personal Knowledge Mastery workshop. I had been telling myself that I would do it at some point for years, now, and finally realized that there wasn't really ever going to be a “good time” for there to be six weeks without something big happening (conferences, speaking gigs, etc.). So Harold has been able to travel with me on airplanes, sat with me in airports, and is currently in my hotel room in San Diego at the POD 2025 conference. This is only metaphorically speaking, of course. As far as I know, he is in Canada right now. Though I am not surveilling him and he does seem to travel a lot, at least as it compares to me.

I'm also feeling thanks for those people who allow themselves to learn out loud and take the risks of being openly curious and worrying less about being “right” or “perfect” all the time.

Filed Under: Personal knowledge mastery

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