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Archives for January 2018

At the edge

31 January 2018 by Clark 4 Comments

Revolutionize book coverAnother response to my request for topics asked about moving from the classroom to the ‘fringe’.  Here, I have a very simple response: the case studies in Revolutionize Learning & Development. Each was chosen and structured to talk about the context, specific situation, the plan, the results, and advice.  Each also represents a diversity of settings and needs.  These represent some folks working at the edge, away from the ‘event’.

Mark Britz, facing more experts than novices, structured his corporate university as a network, not a series of courses.  Communities of Practice served as a model for this thinking.  This included and Enterprise Social Network and a Knowledge Management system.

Jos Arets and Vivian Heijnin at Tulser talked through a case study working with a medical care organization.  The problem was too much hierarchy. Using a Human Performance Improvement approach, they decentralized the work to more self-directed teams.  The solution includes continuous assessment, mobile performance support, and coaching.

Coaching also played a role in the case study Jane Bozarth provided.  The issue was solving workplace problems. Instead of courses, the solution connected those with demonstrable skills to mentor those who could benefit.  A ‘yellow pages’ to find ‘in the moment’ help was also a part.

For an internal self-help solution, Allison Anderson developed a community of practice with events, portal, and a networking platform. Here, the issues was getting disparate groups performing similar functions (L&D) to share best principles.

I had Charles Jennings recount his actions while serving as CLO in a global organization. With a mantra of ‘from event to process’, he used the 70:20:10 framework to rethink a balance of ‘push’ and ‘pull’ services.

In the book, they tell the stories in their own words. They unpack the thinking behind their choices, ‘showing their work’.  The contributions are very valuable, and I’m very grateful that they agreed to share them.  For that matter, you should find and track these folks!

Each of these were chosen as exemplary of the type of thinking that takes us from the old model to the ‘edge’. We want to be looking holistically at how people think, work, and learn, and aligning our infrastructure (policies, technology, procedures, and culture) accordingly.  This is the L&D part of a larger push to make the workplace more effective by making it more humane (read: more aligned with  us).

 

Busting Myths!

30 January 2018 by Clark Leave a Comment

Myths book coverAs I have hinted, I’ve been working on a project that is related to what learning science has to do with learning design.  And I can finally announce the project!  I’ve been writing a book on debunking learning myths & superstitions, and unpacking some misconceptions. I’m happy to say that it’s finally available for pre-order (ATD members here, Amazon here). It’s myth-smashing time!

The focus here is on workplace learning, as the title suggests. There already has been a book oriented toward the education market, but this one is particularly focused on myths that impact learning & development. The title is Millennials, Goldfish & Other Training Misconceptions:  Debunking Learning Myths and Superstitions.   There are 3 major categories of things addressed:

  • Myths: beliefs that are the source of effort and investment that have been proven to be false.  It’s surprising how many there are, but they persist. I have addressed 16 of them.  I talk about the appeal, the possibilities and problems, how research could answer the question, and what the research says.
  • Superstitions: these are practices that aren’t really advocated, but continue to be observed in practice. And they’re not necessarily the subject of specific research, but instead we can make principled arguments against them. I have documented five of these, with the approaches, the plausible case, and why it’s not accurate.
  • Misconceptions: these are topics that are hotly debated, with typically smart people on both sides, but yet contention remains.  After identifying what both sides are arguing, what I try to point out is what is worth taking away. Or when it’s useful.

In each case,  I identify what you  should be doing.  The point is not to just point out the flaws, but have us using good approaches.  And have a wee bit of fun ;).

This book is very much intended as a tool. It’s to pull out when you have a question, and very specifically when someone wants to push you to do something that’s contrary.  It’s a reference tool that you should have on your shelf for when these questions arise.

While the book won’t be available ’til late April, I can now let you know that it’s already available for pre-order.  In conjunction with ATD, the publisher, we’re finalizing all the aspects.  If you’re not an ATD member, you can also get it here.

I’ll be talking on the topic of myths, covering a limited subset, for Training Mag’s Network in a webinar on April 11 at 9 PT, noon ET.  See you there?

And I’ll be addressing the larger issue of being professional about learning science, including myths, for ATD in a webinar on May 24 at 11AM PT, 2PM ET.

Here’s to busting myths!

 

John Medina #ATDTK Keynote Mindmap

25 January 2018 by Clark Leave a Comment

John Medina of Brain Rules  fame opened the second day of ATD’s TechKnowledge conference. In a rapid-paced and amusing presentation, he went through how we understand others, and can get better.  This was, he hypothesized, the core of talent development: understanding others and helping them improve.

Keynote mindmap

Kevin Carroll #ATDTK Keynote Mindmap

24 January 2018 by Clark Leave a Comment

Kevin Carroll opened the TechKnowledge 18 conference with his story of triumphing over a rough beginning and the lessons he’s learned.

Mindmap

 

Learning to Learn

23 January 2018 by Clark 1 Comment

As a response to my post where I offered to ‘listen’, I’ve had several comments giving me topics, and so I thought I should respond.  One asked about meta-learning (learning to learn), in the particular situation of courses with a variety of expertise levels, and getting into issues of learner responsibility.  The author pointed to a presentation on learning to learn, that had a nice framework, and I thought I should elaborate.

The framework mentioned talked about three stages of expertise: apprentice, journeyman (using the traditional term, is there a move to ‘journey person’ or…?), and mastery.  Within these, you watch as an apprentice, practice as a journeyman, and share as a master.  Which isn’t a bad approximation of the whole ‘cognitive apprenticeship‘ approach.

The article misses some nuances, of course (and the author acknowledged this). For instance, in practice, the role of deliberate practice is important, it’s not  just repetition, but the ‘right’ repetition. And my commenter brought up the role of epistemological stance, that the learners need to  own their own learning.

The starting point from the comment, however, was the fact that the audiences being seen varied in background knowledge; some were relative novices, others were experienced.  To me, that calls for a ‘leveling’ approach.  Here, you have preparatory material that you can test out of, otherwise you go through it. This helps ensure that the audience starts the learning experience with a baseline of at least language. You  don’t want to be presenting content in that valuable face-to-face time!

The details involved in making learning experiences work are many. It’s about what to teach, how, how to address audience diversity, and more. It’s about meta-learning for ourselves and our learners.    That’s why I advocate learning about how we learn, the cognitive science that (should) drive how we do what we do. So, who wants to learn?

Developing Decisions

17 January 2018 by Clark Leave a Comment

I mentioned in yesterday’s post that one thing I do in getting objectives is  focus on decisions. And, simple ones will get automated; we can train AI to handle these. What will make the difference between ordinary and extraordinary organizations is the ability to make decisions in this new VUCA environment (volatile, uncertain, complex, and ambiguous). And it made me wonder how you develop the ability to make better choices.

AI can be trained in a couple of ways to answer questions and make these decisions. We can use machine learning to train a system on a historical database (watching out for bias).  We can use semantic analysis to read documents and make a system that can answer questions about them. But such systems are very limited; they can’t handle questions at the periphery of the knowledge well, and fall apart at related areas. Which people are better at,  if their expertise has been developed.

Now, developing this expertise isn’t straightforward.  If there were simple decision trees, we could automate them as above. Instead, what works best is expert models that have been abstracted across dialog and practice. This needs to be augmented with an awareness of adjacent fields. So, for instance, for instructional design, we should have an awareness of interface design, graphic design, media production, etc. So how do we develop this?

We certainly need to develop the expert models we know play a role. But this gets circular with the above unless we find a way to break out of the predictable. I suggested one approach to this with my ‘shades of grey’ post, having groups work together to make categorization choices: is this or is this not legal.  This was, however, more focused on compliance and there’s a much wider situation.

We first need to identify the situations, the relevant models, and the scope of likely variation. We can’t provide specific data (or we’d train the system on it), so we need to anticipate a spread.  And we could just train that, but I want to go further.

I’d want to use such a process to choose situations, and then design group work, for the reasons I identified here. (Resourced with models and examples, of course.)  We want to get learners working together to address complex problems. We want them to use their various understandings to illuminate the underlying models.  If you can get productive discussion (and this needs to be designed in and facilitated), the learners’ thinking will be enriched. (And they may have folks to call on when the situations  do  arise ;).

Collaboration in learning is second best to collaboration in problem-solving. We should do the latter when we can, but we should do the former anyway. For better learning, and for those times when there isn’t the luxury of working with others.

I reckon this would lead to better decision-making ability. What do you think?

Listening

16 January 2018 by Clark 1 Comment

Listening, as I mentioned, in this case to  Guy Wallace.  As one of the premier promoters of evidence-based design, he responded to my question  about what to post on with:

Any “How Tos” using methods, tools and techniques that you‘ve found to work in L&D and Performance Improvement.

Since I am a fan of Guy’s work, I thought I should answer!  Now, obviously I don’t work in a typical L&D environment, so this list is somewhat biased. So I mentally ran through memorable projects from the past and looked for the success factors. Besides the best principles I usually advocate, here are a few tips and tricks that I’ve used over the years:

  • Engage.  Obviously, I wrote a book about this, but some of the quick things I do include:
    • embed the decisions they should be making in contexts where they make sense
    • as Henry Jenkins put it: “put the player in a role they  want to be in”
    • exaggerate the context
    • minimize the distractions
    • hook the learners in emotionally from the start
  • Decisions. I find that working with the objectives for learning projects, it’s critical to focus on the decisions that learners will ultimately be making.  I argue that what will make the difference for organizations, going forward, will be better decisions. And it keeps the discussion from focusing on knowledge. Knowledge is needed, but it’s not central.
  • Brainstorming. When working a strategy session with clients, I seed the discussion before hand with the challenges and background material, and ask that everyone think on their own before we begin collaboration.
  • Better ‘Pair and Share’.  If, in brainstorming, you should think individually before collectively, so should you do so in all forms. So I trialed a ‘pair and share’ where I asked everyone to:
    • think on the questions (asking for 2 things) first,
    • then share with another,
    • and try to reach agreement
    • (I polled the first audience I trialed it on, and they said that the discussion was better, FWIW).
  • Shared language. I have found it valuable, when starting a new project, to run a little ‘presentation’ where I present some of the models that I’m bringing to the table (that’s why I‘m there ;), so we’re starting from a shared understanding. And of course I’ve reviewed materials of theirs beforehand so I can use their terminology.  Educating clients is part of a Quinnovation engagement!
  • Test.  In making the Workplace of the Future project with Learnnovators,  we were barreling along full tilt, working on the second module, and I was getting increasingly worried about the fact that we hadn’t tested the first.  We finally did, relatively informally, but still got valuable feedback that changed our design somewhat. Similarly on other projects, get feedback early and often.
  • Visualize. My diagramming bent had me map out the workflow of a client’s production process, to identify opportunities to tweak the process to bring in better learning science with minimal interruption.  In general, I will often jump up to the whiteboard and try to represent what I’m hearing to see if it’s shared.
  • Prototype.  Similar to the above, I will often mock up what I’m thinking about (in sort of a ‘ape with a crayon’ level of fidelity), to help communicate the idea; e.g. some sort of walkthrough.  I find that only a percentage of the audience can imagine what the experience will be without getting somewhat concrete. (And, yes, they do then complain about the production values, despite the tradeoff of cost versus value.  Sigh.)
  • Get the context.  I generally try to understand the whole ecosystem (ala ‘the revolution‘) before I engage in specifics.  What are the goals, stakeholders, what’s already being done and by whom, etc. It’s important to re-contextualize ‘best principles’, and that requires  knowing the context.
  • Architecture. Thinking through things using a design thinking approach and a systems-thinking perspective, I’ve tried to think of platforms, not just solutions. It might be content architectures, ecosystem elements, but it’s thinking in terms of systems, not just tactics.
  • Pragmatism. One final approach that has been beneficial is thinking about how to approximate the best with a budget.  I used to talk about ‘what would you do if you had magic’, and then see how close you can get with the resources to hand. It’s a heuristic that often has led to an innovative yet viable solution.

Looking at them, I see that they generally reflect my overall focus on aligning what we do with how we think, work, and learn. Your thoughts?

And Listen

10 January 2018 by Clark 6 Comments

Listening is a vital skill.  It’s something that made my mother very popular, because she listened, remembered, and asked about whatever you said the next time you saw her. She cared, and it showed. I wish I was as good a listener!  But it’s critical to really listen (or as some have it, not just listen, but hear).

It’s part of a skillset necessary to innovate. Innovation can be about problem-solving, and design thinking has it that it’s really about problem-finding.  That is, you want to understand the real problem first.  And to really understand the problem, the initial divergence, is to listen. It is listening to people, but also signals in general, what the data tells you.

And so, listening is an important part of communicating and collaborating.  We need to hear what’s being said (and maybe even what’s  not being said), to truly hear. And we likely will need to ask, as well.  This is good, because it shows we’re paying attention.  Talking is speaking  and listening.

And what precipitated this discussion is that in my new column for Learning Solutions (Quinnsights ;), I asked for any questions, and there was one that will be the topic of my next article for them. And I thought that was a good principle.

So, here’s the question:

Is there anything in particular you’d like me to post about here?

 As it is, I post about what I’m thinking about or working on (usually somewhat anonymously).   However, I could benefit to hear what you’re thinking about.  And post on it if I can.  Of course, you should be posting on what you’re thinking about too (#ShowYourWork #WorkOutLoud), but hey, why not cross-communicate?  As it is, I appreciate the comments I get, but this is just a way to feed my brain.

So, this is me listening.  Anyone want to catch my ear?

Let’s talk

9 January 2018 by Clark Leave a Comment

“Conversations are the stem cells of learning.” – Jay Cross

I recently read something that intrigued me. I couldn’t find it again, so I’ll paraphrase the message.  As context, the author was talking about how someone with a different world view was opining about the views of the author. And his simple message was “if you want to know what I, or an X, thinks, ask me or an X. Don’t ask the anti-X.”  And I think that’s important.  We need to talk together to figure things out. We have to get out of our comfort zone.

It’s all too evident that we seem to be getting  more divisive. And it’s too easy these days to only see stuff that you agree with.  You can choose to only follow channels that are simpatico with your beliefs, and even supposedly unbiased platforms actually filter what you see to keep you happy. Yet, the real way to advance, to learn, is to see opposing sides and work to find a viable resolution.

Innovation depends on creative tension, and we need to continue to innovate.  So we need to continue to engage.  Indeed, my colleague Harold Jarche points to the book  Collaborating with the Enemy  and argues that’s a  good thing.  The point is that when things are really tough, we have to go beyond our boundaries.  And life is getting more complex.

So I keep connections with a few people who don’t think like me, and I try to understand the things that they say. I don’t want to listen just to those who think like me, I recognize that I need to understand their viewpoints if we’re going to make progress.  Of course, I can’t guarantee reciprocity, but I can recognize that’s not my problem.

And I read what academic research has to say. I prefer peer-review to opinion, although I keep an open mind as to the problems with academic research as well. I have published enough, and reviewed many submissions, so I recognize the challenges.  Yet it’s better than the alternative ;).

This is, however, the way we have to be as professionals. We have to understand other viewpoints.  It matters to our world, but even in the small little worlds we inhabit professionally.  We need to talk.  And face to face. It matters, it turns out.  Which may not be a surprise.  Still, getting together with colleagues, attending events, and talking, even disagreeing (civilly) are all necessary.

So please, talk.  Engage.  Let’s figure stuff out and make things better. Please.

 

2018 Trajectories

3 January 2018 by Clark Leave a Comment

Given my reflections on the past year, it’s worth thinking about the implications.  What trajectories can we expect if the trends are extended?  These are  not predictions (as has been said, “never predict anything, particularly the future”).  Instead, these are musings, and perhaps wishes for what could (even  should) occur.

I mentioned an interest in AR and VR.  I think these are definitely on the upswing. VR may be on a rebound from some early hype (certainly ‘virtual worlds’), but AR is still in the offing.  And the tools are becoming more usable and affordable, which typically presages uptake.

I think the excitement about AI will continue, but I reckon we’re already seeing a bit of a backlash. I think that’s fair enough. And I’m seeing more talk about Intelligence Augmentation, and I think that’s a perspective we continue to need. Informed, of course, by a true understanding of how we think, work, and learn.  We need to design to work  with us.  Effectively.

Fortunately, I think there are signs we might see more rationality in L&D overall. Certainly we’re seeing lots of people talking about the need for improvement. I see more interest in evaluation, which is also a good step. In fact, I believe it’s a good  first step!

I hope it goes further, of course. The cognitive perspective suggests everything from training & performance support, through facilitating communication and collaboration, to culture.  There are many facets that can be fine-tuned to optimize outcomes.Similarly, I hope to see a continuing improvement in learning engineering. That’s part of the reason for the Manifesto and the Quinnov 8.  How it emerges, however, is less important than that it  does.  Our learners, and our organizations, deserve nothing less.

Thus, the integration of cognitive science into the design of performance and innovation solutions will continue to be my theme.  When you’re ready to take steps in this direction, I’m happy to help. Let me know; that’s what I do!

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