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Templates for good

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In terms of the various ways in which we can support the gaps in our cognition, one of the terms is ‘templates’. And it’s worth discussing what a template is, and considering them at a variety of levels. I want to suggest we should have templates for good.

What is a template? Merriam-Webster defines it as “a gauge, pattern, or mold used as a guide to the form of a piece being made”. In terms of software and business, templates are forms with some of the elements already completed. Instead of starting from scratch, pieces are already done, and there are slots for various information.

Why use templates?  With them, it’s easier to do design. They make it easy to accomplish particular goals. They can make it easy to build particular types of outputs, and make them more systematic and consistent. For better or worse.

How does that change for learning? Here, a template tends to be a framework for particular interactions. For example, there are the tarted-up quiz show formats. With more depth, we can provide guides for learning, suggesting quality elements. We might have a place in our examples for the underlying thinking. Or we could  structure practice as decision making.

But we can have templates at higher levels, too. For instance, we can ask that the objective include elements of measurable evaluation, and carry that forward through the final practice design. We can go beyond that, and have structures to guide doing good curricula design.

If I have to choose, of course, I’ll go for substance over style. I’d rather your templates suggest good design than flashy but insubstantial experience. It’s time to be doing evidence-based learning instead of gaudy but rote experiences. If we’re going to have templates, let’s have templates for good.

Play to Learn

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Tic Tac Toe gameThinking more about Friston’s Free Energy Principle and the implications for learning design prompted me to think about play. What drives us to learn, and then how do we learn?  And play is the first answer, but does it extend? Can we play to learn beyond the natural?

The premise behind the Free Energy principle is that organisms (at every level) learn to minimize the distance between our predictions and what actually occurs. And that’s useful, because we use our predictions to make decisions. And it’s useful if our decisions get better and better over time. To do that, we build models of the world.

Now, it’d be possible for us to just sit in a warm dark room, so our predictions are right, but we have drives and needs. Food, shelter, sex, are drives that can at least occasionally require effort. The postulate is that we’ll be driven to learn when the consequences of not learning are higher than the effort of learning.

At this level, animals play to learn things like how to hunt and interact. Parents can help as well. At a higher level than survival, however, can play still work? Can we learn things like finance, mathematics, and other human-made conceptions this way? It’d be nice to make a safe place to ‘play’, to experiment.

Raph Koster, in his A Theory Of Fun, tells us that computer games are fun just because they require learning. You need to explore, and learn new tricks to beat the next level.  And computer games can be about surviving in made-up worlds.

The point I’m getting to is that the best learning should be play; low stakes exploration, tapping into the elements of engagement to make the experience compelling. You want a story about what your goal is, and a setting that makes that goal reasonable, and more.

To put it another way, learning should be play. Not trivial, but ‘hard fun’.  If we’re not making it safe, and providing guided discovery to internalize the relationships they need, to build the models that will make better decisions, we’re not making learning as naturally aligned as it can be. So please, let your people play to learn. Design learning experiences, not just ‘instruction’.

 

Tools for LXD?

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I’ve been thinking on LXD for a while now, not least because I’ve an upcoming workshop at DevLearn in Lost Wages in October. And one of the things I’ve been thinking about are the tools we use for LXD. I’ve created diagrams (such as the Education Engagement Alignment), and quips, but here I’m thinking something else. We know that job aids are helpful; things like checklists, and decision trees, and lookup tables. And I’ve created some aids for the Udemy course on deeper elearning I developed. But here I want to know what you are using as tools for LXD? How do you use external resources to keep your design on track?

The simple rationale, of course, is that there are things our brains are good at, and things they’re not. We are pattern-matchers and meaning-makers, naturally making up explanations for things that happen. We’re also creative, finding solutions under constraints. Our cognitive architecture is designed to do this; to help us adapt to the first-level world we evolved in.

However, our brains aren’t particularly good at the second-level world we have created. Complex ideas require external representation. We’re bad at remembering rote and arbitrary steps and details. We’re also bad at complex calculations.  This makes the case for tools that help scaffold these gaps in our cognition.

And, in particular, for design. Design tends to involve complex responses, in this case in terms of an experience design. That maps out over content, time, and tools. Consequently, there are opportunities to go awry. Therefore, tools are a plausible adjunct.

You might be using templates for good design. Here, you’d have a draft storyboard, for instance, that insures you’re including a meaningful introduction, causal conceptual model, examples, etc. Or you might have a checklist that details the elements you should be including. You could have a model course that you use as a reference.

My question, to you, is what tools are you using to increase the likelihood of a quality design, and how are they working for you?  I’d like to know what you’ve found helpful as tools for LXD, as I look to create the best support I can. Please share!

Clear about the concept

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I went to hear a talk the other day. It was about competency-based education (CBE) for organizations. Ostensibly. And, while I’m now affiliated with IBSTPI, it’s not like I’m a competency expert. And maybe I expect too much, but I really hope for people to be clear about the concept. Alas, that’s not what I found.

So, it started out reasonably well, talking about how competencies are valuable. There were a number of points, and many made sense, although some were redundant. Maybe I missed some nuance? I try to be open-minded. It’s about creating clear definitions of performance, and aligning those with assessments. Thus, you’re working on very clear descriptions of what people should be doing.

It got interesting when the speaker decided to link CBE to Universal Design for Learning (UDL).  And it’s a good program. UDL talks about using multiple representations to increase the likelihood for different learners to be able to comprehend and respond. This, in the talk, was mapped to three different segments: engaging the learners in multiple ways, communicating concepts in multiple ways, and allowing assessment in multiple ways. And this is good. For learning. Does it make sense for CBE?

To start, the argument was, you should make the rationale for the learning in multiple ways. While in general CBE inherently embodies meaningfulness in the nature of clear and needed skills, I don’t have a problem with this. I argue you should hook learners in emotionally and cognitively, and those can be separate activities. There was a brief mention of something like ‘learning styles’, but while now wary, I was ready to let it go.

However, the talk went on to make a case for multiple representations of content. And here the slide explicitly said ‘learning styles’ and used VARK. And don’t get me wrong, multiple representations and media are good, but not for learning styles! The current status is that there’s essentially no valid instrument to measure learning styles, and no evidence that even if you did, that it makes a difference. None. So, of course, I raised the issue. And we agreed that maybe not for learning styles, but multiple representations weren’t bad.

The final point was that there could be multiple forms of assessment. At this point, I wasn’t going to interrupt again, but at the end of the session raised the point that the critical element of CBE is aligning the assessment with the performance! You can’t have them do an interpretative dance about identifying fire hazards, for instance, you have to have them identify fire hazards! So, here the audience ultimately agreed that variability was acceptable as long as it measured the actual performance. Again, I don’t think the speaker was clear about the concept.

There were two major flaws in this talk. One was casually mashing up a couple of essentially incommensurate ideas. CBE and UDL aren’t natural partners. There can be overlapping concepts, but… The second, of course, is using a popular but fundamentally flawed myth about learning. If you’re going to claim authority, don’t depend on broken concepts.

To put it another way, I think it’s fair to expect speakers to be clear about the concept. (Either that, or maybe the lesson is that Clark shouldn’t be allowed to listen to normal speakers. ;)  Please, please, know what you’re talking about before you talk about it. Is that too much to ask?

Working with you

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I was talking with my better half, who’s now working at a nursery. Over time, she has related stories of folks coming to ask for assistance. And the variety is both interesting and instructive. There’s a vast difference of how people can be working with you.

So, for one, she likes to tell stories of people who come in saying “you know, I want something ‘green'”.  Or, worse, “I want a big tree that doesn’t require any watering at all”. (Er, doesn’t exist.)  The one she told me today was this lady who came in wanting “you know, it’s white and grows like <hand gesture showing curving over like a willow>”.  So m’lady showed her a plant fitting the description. But “no, it’s not got white flowers”.  It ended up being a milkweed, which isn’t white and stands straight up!

What prompted this reflection was the situation she cited of this other customer. He comes in with a video of the particular section he wants to work on this time, with measurements, and a brief idea of what he’s thinking. Now this is a customer that’s easy to help; you can see the amount of shade, know the size, and have an idea of what the goal is.

I related this (of course ;), to L&D. What you’d like is the person who comes and says “I have this problem: performance should be <desired measurement> but instead it’s only <current measurement>. What steps can we take to see if you can help?”  Of course, that’s rare.  Instead you get “I need a course on X.”  At least, until you start changing the game.

JD Dillon tweeted “…But in real life they can’t just say NO to the people who run the organization. ‘Yes, and …’ is a better way to get people to start thinking differently.” And that’s apt. If you’ve always said “yes”, it’s really not acceptable to suddenly start saying “no”.  Saying “Yes and…” is a nice way to respond. Something like “Sure, so what’s the problem you’re hoping this course will solve?”

And, of course, you should be this person too. “Let me tell you why I’d like to buy a VR headset,” and go on to explain how this critical performance piece is spatial and visceral and you want to experiment to address it. Or whatever. Come at it from their perspective, and you have a better chance, I reckon.

You won’t always get the nice customers, but if you take time and work them through the necessary steps at first, maybe you can change them to be working with you. That’s better than working for them, or fighting with them, no?

Craft and commercial?

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Occasionally I try to look at the broader swings we see (in a variety of things). In learning technology, there’s been a gross pendulum swing, and maybe smaller ones. I think we’ve swung between craft and commercial approaches to design, and I’m hoping we’re on a return swing.

When we first started playing with learning technology, every approach was pretty much hand-crafted. We didn’t have specific tools for learning outcomes, and we had to apply generic tools like computer systems and the like. Early approaches like Plato were custom crafted, and the individual applications on top of that. And a small industry was built upon this basis to build solutions at scale, but the market never emerged. The whole solution was too costly, despite the power.

The PC revolution initially meant individuals or small teams built solutions. There did emerge authoring systems (e.g. Pilot) and even a meta-language for developing human-computer learning interactions. However, the usage was small. People handbuilt things like games (e.g. Robot Odyssey and SnooperTroops), though a few companies arose to do this systematically.

As technology changed, so to did the platforms. Video discs and Computer- and then Web-Based Training emerged. Companies emerged to do them at scale, but things were changing rather fast. Flash came about as a web-based lingua franca, where programs could run in most browsers with a plug in.  And, specifically for learning, Authorware became a powerful tool.

Still as things changed quickly, most solutions were driven by a real need, and hand-crafting was the norm.  But, of course, this changed.

With the horrors of 9/11, travel went from an increasingly affordable luxury to undesirable. The demand came for ‘elearning’, reducing costs from travel and overhead. With it came tools that made it easy to take content, add a quiz, and pop it up on a screen. A shift came from quality to quantity.

And this has continued in many guises. The difference, I hope, is that the pendulum is swinging back.  The signs I see are an increase in interest in learning science. Several contributions may come from the Guild’s DemoFest, Julie Dirksen’s Design for How People Learn, Will Thalheimer’s Debunker Club, and the Serious eLearning Manifesto. We’re learning more about good design, and more people are picking up on it. We’re talking learning experience design, integrating learning science with engagement.

If you look at other industries like automobiles, we went from craft to commercial (c.f. assembly line manufacturing). While we’re unlikely to go back to fully crafted, owing to safety regulations, we’re seeing more options for establishing individual representation. And in furniture and clothing we’re seeing more craft.

The quality is important, and if we swing back to craft now, maybe when we swing back we’ll be commercial reflecting learning quality, not expediency. In some sense it doesn’t matter between craft and commercial, as long as it’s good. And hopefully that becomes a defining characteristic of our industry. Fingers crossed!

LXD Roles

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In my thinking about LXD strategy, I also was thinking about what roles are necessary. While you can do handoffs, what are the core skills you need to make this happen? And it’s not that you need all these people, but you need these roles. Someone may be a polymath (though I’m somewhat resistant that one person can do them all sufficiently well), but it’s really not fair to expect someone to be a one-person shop. So what are the core LXD roles?

At core are two component skills.

Designer: this person looks at the performance need, and validates that this is a role for a learning experience, and then designs it, including any tools that don’t exist. Interacting with SMEs is a component; digesting down into the critical decisions, and then embedding practice in contexts. It’s creative, and while drawing on the strengths of the team, it’s the source of engagement strategy as well as learning outcomes. Also determining data collection and interpretation around design success. So it’s ID, and more.

Technologist: ensures that the developed media are integrated and delivered. This includes being able to use AR and VR when necessary, and string together the media and embed appropriately. This isn’t necessarily a programmer, but instead is technically capable. Such as putting in xAPI statements.

Then, there’s the media.  All of them!  So we’re talking a variety of roles here.

Writing: this is writing both to read and to hear.  Dialog is different than prose, for one.  And prose for reading is different than, say, academese! It’s about taking the prose and boiling it down. I may have previously recounted how on an early project, my dev partner hired a script writer. That person took my elegantly crafted prose and hacked it up by 30-40%.  All to the good. I now can do the same on pretty much anyone’s (including my own). We often think we can write, but there’s as much skill in writing well as there is any other media production. Like, say,…

Graphics: this is about both images and and graphics. Again, different, but I’d expect someone to be able to generate a diagram or infographic, but also source and masterfully integrate any images. It includes knowledge about fonts and colors and space and how they generate thoughts and feelings. It’s look and feel, and more.

Video: here we’re not talking about script writing (see above) nor acting, but instead filming and directing. Creating dynamic visuals. That is, knowing how to produce video so that what comes out looks professional and meets the need. Lighting, editing, and more.  It’s not just the filming. There are two different skills here (look at the credits in movies!), but I think we can roll them up. And it can be inserting images, animations, etc too. Video, here, includes compiling what ends up on screen. This may overlap with…

Audio: this is similar to video, but works with it. It’s about synching the audio, but also music, and sound effects, and combining them in a way that ends up working with the video to produce an output. It can be standalone as well, say with a podcast. It’s about microphones, clips, and more.

Two additional roles (that might be combined).

Resource coordinator: this person is a bit like a project manager, but is responsible for finding images, actors, and any other resources as well as permissions. This person is resourceful and savvy at negotiating bureaucracies as well as intellectual property rights.

Project manager: in my best projects, there has been a project manager who’s developed and maintained the project schedule. This person knows when to prompt about upcoming deadlines, and chase malingerers.

And, of course, oversight.

Leader: someone who knows a bit about all of it, and can review and provide feedback. The development of the individuals should come from the assignments and the feedback. There’s also a role for collecting data about performance as a basis for strategy setting and tracking. And, of course, creating a culture of safety coupled with accountability, and experimentation.

 To be clear, not all of these are necessarily dedicated to the one project, as the categorization suggests. Project managers often are responsible for several (read: too many) projects, and media production may be a central resource. The point is that you need the required expertise, not to be winging it. And I know far too many folks are expected to do so. Yet I worry that the resulting output may not actually be effective.

And this is in a context, assuming there’s performance consulting up front, and a coaching and development program (and resources) in place at the backend. Ongoing development is part of the design, but at some point that gets handed over to the community of practice and manager/leader ongoing activities. Determining that point is part of the design. So too ensuring that there’s a sufficiency of self-learning resources and their use is modeled.

These are the LXD roles I think are necessary. I’m sure I’m forgetting something, so I welcome you weighing in.

LXD Strategy

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In the continuing process of resolving what I want to do when I grow up (rest assured, not happening), I’ve been toying with a concept. And I’ve come up with the phrase: Learning Experience Design (LXD) Strategist. Which of course, begs the question of just what LXD strategy is. So here’s my thinking.

To me, LXD is about the successful integration of learning science and engagement. Yes, cognitive science studies both learning and engagement, but in my experience the two aren’t integrated specifically well. You either get something flashy but empty, or something worthwhile but dreary dull. I remember a particular company that produced rigorous learning that you’d rather tear your eyes out than actually consume. And, similarly, seeing an award winning product that was flashy, but underneath was just drill and kill. For something that shouldn’t be.

Learning experiences should emotionally hook you (e.g. ensuring you know that you need it, and that you don’t know it). Then it should take the necessary steps such as sufficient spaced meaningful practice resourced with appropriate models and examples and specifically feedback. Ultimately, it should transform the learner. Learners go from not having a clue to having a basic ability to do and how to continue to develop.

What is LXD strategy?  Here I’m thinking about helping orgs restructure their design processes, and their org structure, to support delivering learning experience designs. This includes ensuring up front that this really does deserve learning instead of some other intervention, such as performance support. Then it includes how you work with SMEs, how you discern key decisions, wrap practice into contexts, etc. It’s also about using the tools – media and technology – to create a well-integrated experience. Note that the integration can include classrooms, ambient content and interactivity, and more. It’s about getting the design right, then implementing.

LXD strategy is about ensuring that resources and practices are aligned to create experiences that meet real org needs under pragmatic constraints. That’s what I’ve been doing in much of my work, and where my interests lead me as well. And it’s still a part of the performance ecosystem. Understanding that relationship is critical, when you start thinking about moving individuals from novices, through practitioners, to expertise. And the numbers of areas that will need this are going to increase.

LXD is, in my mind, the way we should be thinking about ID is now as LXD. And we need to not only think about what it is, and how to do it, but also how we organize to get it done. That, I think, is an important and worthwhile endeavor. So, what’s your thinking?

Level of polish?

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A debate broke out amongst some colleagues the other day about the desirable level of polish in our elearning. One colleague was adamant that we were undermining our position by using low quality production. There was a lot of agreement. I had a slightly different view. Even after finding out he was talking more about external-facing content than internal, I still have some differences. After weighing in, I thought it required a longer response, and of course it has to go here.

So, the main complaint was that so much elearning looks dated and incomplete. And I agree!  And others chimed in that this doesn’t have to be, while all agreed that it doesn’t need to approach game quality in effect. Then, in my mind, the question switches to “what is good enough?” And I think we do need an answer to that. And, it turns out, to also answer “and what does it take?”

What is good enough?

So, my first concern is the quality of the design. My mantra on design states that it has to be right first. Then you can implement it. If it isn’t right from the get-go, it doesn’t matter how you implement it. And the conversation took some time to sort this out. But let’s assume that the design’s right. Then, how much production values do you need?

The original complaint was that we’re looking slack by comparison. When you look at what’s being done in other, related, fields, our production values look last decade, if not last century!  And I couldn’t agree more. But does that matter?  And that’s where we start getting into nuances. My bottom line question is: “what’s the business case?”

So, I suggest that the investment in production values is based upon how important the ‘experience’ is. If it’s internal, and it’s a critical skill, the production values should be only enough to ensure that learners can identify the situation and perform appropriately (or get feedback).  It needs a minimum level of professionalism, and that’s it. If you’re selling it to high-end customers and want to charge a premium price, you’ll need much more, of course.

The issue was that we’re losing credibility if we don’t approach a minimal level of competency. There were many arguments about the locus: fear of going out of bounds, managers oppression, low level tools, lack of skills, and more. And these all have validity. We should stipulate a minimal level. Perhaps the serious eLearning Design Manifesto? :) We can do better.

What does it take?

This was the other issue. It was pointed out that design teams in other disciplines work in layers: from concept to realization. Jesse James Garrett has a lovely diagram that represents this for information architecture. And others pointed out that there are multiple skills involved, from dialog writing, through media production and interface design (they’re conceptually separate), and the quality of the programming and more. The more you need polish, the more you need to invest in the appropriate skill sets. This again is a matter of marshaling the appropriate resources against the business case.

I think one of the issues is that we overuse courses when other solutions are more effective and efficient. Thus, we don’t have and properly allocate the resources to do the job right when it does positively absolutely has to be in the head. Thus, we do have a lot of boring, information dump courses. And we could be doing more with engaging practice, and less content presentation. That’s a design issue to begin, and then a presentation one.

Ultimately, I agree that bad elearning undermines our credibility. I do think, however, that we don’t need unnecessary polish. Gilded bad design is still bad design. But then we should align our investment with the professional reception we need. And if we have trouble doing that, we need to rethink our approaches. The right level of investment for the context is the right response; we need the right live of polish. But the assessment the context is complex. We shouldn’t treat is simplistically, but instead systemically. If we get that right, we have a chance to impress folks with our astute sense of doing the right thing with the right resources. Less than that is a path to irrelevancy, and doing more is a path to redundancy. Where do you want to go?

The roots of LXD

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Instructional design, as is well documented, has it roots in meeting the needs for training in WWII. User experience (UX) came from the Human Computer Interaction (HCI) revolution towards User Centered Design. With a vibrant cross-fertilization of ideas, it’s natural that evolutions in one can influence the other (or not).  It’s worth thinking about the trajectories and the intersections that are the roots of LXD, Learning eXperience Design.

I came from a background of computer science and education. In the job for doing the computer support for the office doing the tutoring I had also engaged in, I saw the possibilities of the intersection. Eager to continue my education, I avidly explored learning and instruction, technology (particularly AI), and design. And the relationships, as well.

Starting with HCI (aka Usability), the lab I was in for grad school was leading the charge. The book User-Centered System Design was being pulled together as a collection of articles from the visitors who came and gave seminars, and an emergent view was coming. The approaches pulled from a variety of disciplines such as architecture and theater, and focused on elements including participatory design, situated design, and iterative design. All items that now are incorporated in design thinking.

At that time, instructional design was going through some transitions. Charles Reigeluth was pulling together theories in the infamous ‘green book’ Instructional Design Theories and Models. David Merrill was switching from Component Display Theory to ID2.  And there was a transition from behavioral to cognitive ID.

This was a dynamic time, though there wasn’t as much cross-talk as would’ve made sense. Frankly, I did a lot of my presentations at EdTech conferences on implications from HCI for ID approaches. HCI was going broad in exploring a variety of fields to tap in popular media (a lot was sparked by the excitement around Pinball Construction Set), and not necessarily finding anything unique in instructional design. And EdTech was playing with trying to map ID approaches to technology environments that were in rapid flux.

These days, LXD has emerged. As an outgrowth of the HCI field, UX emerged with a separate society being created. The principles of UX, as cited above, became of interest to the learning design community. Explorations of efforts from related fields – agile, design thinking, etc, – made the notion of going beyond instructional design appealing.

Thus, thinking about the roots of LXD, it has a place, and is a useful label. It moves thinking away from ‘instruction’ (which I fear makes it all to easy to focus on content presentation). And it brings in the emotional side. Further, I think it also enables thinking about the extended experience, not just ‘the course’.  So I’m still a fan of Learning Experience Design (and now think of myself as an LXD strategist, considering platforms and policies to enable desirable outcomes).

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As a side note, Customer Experience is a similarly new phenomena, that apparently arose on it’s own. And it’s been growing, from a start in post-purchase experience, through Net Promoter Scores and Customer Relationship Management. And it’s a good thing, now including everything from the initial contact to post-purchase satisfaction and everything in between. Further, people are recognizing that a good Employee Experience is a valuable contributor to the ability to deliver Customer Experience. I’m all for that.