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Clark Quinn’s Learnings about Learning

Quip: learning & instruction

15 May 2018 by Clark Leave a Comment

I spoke at the ATD International Conference last week on myths. I said a number of things (and a number were said about it, too :). However, one comment seems to be getting more traction than others. Moreover, it’s something I say regularly. So I thought I should add it to my collection of Quinn Quips.

The statement is simple:

Learning is action and reflection; instruction is  designed action and  guided  reflection.

What do I mean here? In life, things happen. We make choices, and there are consequences. When we observe them, and reflect, we begin to notice patterns. Some of this  can happen unconsciously, but if we want to improve fastest, reflecting helps. This can involve just thinking, or writing, or diagramming, or other ways of representing the contingencies and emerging models.

However, when we want to guide learning, e.g. instruct, one of the tasks we can undertake is creating a problem, and asking the learner to solve it. If we provide resources, and support the thinking afterwards, we increase the likelihood of learning outcomes.

A critical feature of this statement is that the choices of action that we design, and the choices of resources to support reflection (content  and representation tools), are critical. And, of course, we might need a series of activities (or application opportunities) to support learning.

An interesting option that emerges here is the opportunity for contextual learning. When an individual is engaged in a task relevant for learning, we can take advantage of it. With resources and reflection facilitation, a performance requirement becomes a learning opportunity!

It’s important that we understand the difference, but recognize (and reflect) the core.

SMEs for Design

25 April 2018 by Clark Leave a Comment

In thinking through my design checklist, I was pondering how information comes from SMEs, and the role it plays in learning design. And it occurred to me visually, so of course I diagrammed it.

The problem with getting design guidance from SMEs is that they literally can’t tell us what they do!  The way our brains work, our expertise gets compiled away. While they  can tell us what they know (and they do!), it’s hard to get what really needs to be understood.  So we need a process.

Mapping SME Qs to ID elementsMy key is to focus on the  decisions that learners will be able to make that they can’t make now. I reckon what’s going to help organizations is not what people know, but how they can apply that to problems to make better choices.  And we need SMEs who can articulate that. Which isn’t all SMEs!

That  also means that we need models. Information that helps guide learners’ performance while they compile away their expertise. Conceptual  models  are the key here; causal relationships that can explain what  did  happen or predict what  will happen, so we can choose the outcomes we want. And again, not all SMEs may be able to do  this part.

There’s also other useful information SMEs can give us. For one, they can tell us where learners go wrong. Typically, those errors aren’t random, but come from bringing in the wrong model.  It would make sense if you’re not fully on top of the learning.  And, again we may need more than one SME, as sometimes the theoretical expert (the one who can give us models and/or decisions) isn’t as in tune with what happens in the field, and we may need the supervisor of those performers.

Then, of course, there are the war stories. We need examples of wins (and losses).  Ideally, compelling ones (or we may have to exaggerate). They should  be (or end up) in the form of stories, to facilitate processing (our brains are wired to parse stories).  Of course, after we’re done they should refer to the models, and show the underlying thinking, but that may be our role (and if that’s hard, maybe we either have the wrong story or the wrong model).

Finally, there’s one other way experts can assist us. They’ve found this topic interesting enough to spend the years necessary to  be the experts.  Find out why they find it so fascinating!  Then of course, bake that in.

And it makes sense to gather the information from experts in this order. However, for learning, this information plays roles in different places.  To flip it around, our:

  • introductions need to manifest that intrinsic interest (what will the learners be able to do  that they care about?)
  • concepts need to be presenting those models
  • examples need to capture those stories
  • practice need to embed the decisions and
  • practice needs to provide opportunities to exhibit those misconceptions  before they matter
  • closing may also reference the intrinsic experience in closing the emotional experience

That’s the way I look at it.  Does this make sense to you? What am I missing?

 

 

It’s here!

18 April 2018 by Clark Leave a Comment

Book and MeSo, as you (should) know, I’ve written a book debunking learning myths. Of course, writing it, and getting your mitts on it are two different things!  I’ve been seeing my colleagues (the ones kind enough to write a blurb for it) showing off their copies, and bemoaning that mine haven’t arrived.  Well, that’s now remedied, it’s here! (Yay!)  And in less than a week will be the official release date!

My publishing team (a great group) let me know that they thought it was a particularly nice design (assuring me that they didn’t say that to  all the authors ;), and I have to say it looks and feels nice.  The cover image and cartoons that accompany every entry are fun, too (thanks, Fran Fernandez)!  It’s nicely small, yet still substantial.  And fortunately they kept the price down.

You can hear more about the rationale behind the work  in a variety of ways:

I’ll be doing a webinar for the Asia Pacific region on Thursday 19 Apr (tomorrow!) 6PM PT (9AM Friday Singapore Time).

I’ll be presenting at ATD’s International Conference in San Diego on Tuesday, May 8th at 1PM.

(There will also be a book signing in the conference book store at 4PM. Come say hi!)

There’s a webinar for ATD on May 24th at 11AM PT (2PM PT).

Another webinar, for the Debunker Club (who contributed) on June 6 at 10AM PT, 1PM ET. Details still to come.

Also, Connie Malamed has threatened to interview me, as have Learnnovators.  Stay tuned.

So, you’ve no excuse not to know about the problem! I’d feel a bit foolish about such publicity, if the cause weren’t so important.  We need to be better at using learning science.  Hope to see you here, there, or around.

 

Tools and Design

11 April 2018 by Clark 2 Comments

I’ve often complained about how the tools we have make it easy to do bad design. They make it easy to put PPTs and PDFs on the screen and add a quiz. And not that that’s not so, but I decided to look at it from the other direction, and I found that instructive. So here’re some thoughts on tools.

Authoring tools, in general, are oriented on a ‘page’ metaphor; they’re designed to provide a sequence of pages. The pages can contain a variety of media: text, audio, video.  And then there are special pages, the ones where you can interact.  And, of course, these interactions are the critical point for learning. It’s when you have to act, to  do, that you retrieve and apply knowledge, that learning really happens.

What’s critical is  what you do.  If it’s just answering knowledge questions, it’s not so good.  If it’s just ‘click to see more’, it’s pretty bad.  The critical element is being faced with a decision about an action to take, then apply the knowledge to discriminate between the alternatives, and make a decision.  The learner has to commit!  Now, if I’m complaining about the tools making it easy to do bad things, what would be good things?

That was my thinking: what would be ideal for tools to support? I reasoned that the interactions should represent things we do in the real world.  Which, of course, are things like fill in forms, write documents, fill out spreadsheets, film things, make things.  And these are all done through typical interactions like drag, drop, click, and more.

Which made me realize that the tools aren’t the problem!  Well, mostly; click to see more is still problematic.  Deciding between courses of action can be done as just a better multiple choice question, or via any common form of interaction: drag/drop, reorder, image click, etc. Of course, branching scenarios are good too, for so-called soft skills (which are increasingly the important things), but tools are supporting those as well.  The challenge  isn’t inherent in the tool design.  The challenge is in our thinking!

As someone recently commented to me, the problem isn’t the tools, it’s the mindset.  If you’re thinking about information dump and knowledge test, you can do that. If you’re thinking about putting people into place to made decisions like they’ll need to make, you can do that. And, of course, provide supporting materials to be able to make those decisions.

I reckon the tool vendors are still focused on content and a quiz, but the support is there to do learning designs that will really have an impact.  We may have to be a bit creative, but the capability is on tap. It’s up to (all of) us to create design processes that focus on the important aspects.  As I’ve said before, if you get the design right, there are  lots of ways to implement it!

New and improved evaluation

10 April 2018 by Clark 6 Comments

A few years ago, I had a ‘debate’ with Will Thalheimer about the Kirkpatrick model (you can read it here).  In short, he didn’t like it, and I did, for different reasons.  However, the situation has changed, and it’s worth revisiting the issue of evaluation.

where kirkpatrick fitsIn the debate, I was lauding how Kirkpatrick  starts with the biz problem, and works backwards. Will attacked that the model didn’t really evaluate learning. I replied that it’s role wasn’t evaluating the effectiveness of the learning design on the learning outcome, it was assessing the impact of the learning outcome on the organizational outcome.

Fortunately, this discussion is now resolved. Will, to his credit, has released his own model (while unearthing the origins of Kirkpatrick’s work in Katzell’s).  His model is more robust, with 8 levels.  This isn’t overwhelming, as you can ignore some. Fortunately, there’re indicators as to what’s useful and what’s not!

It’s not perfect. Kirkpatrick (or Katzell? :) can relatively easily be used for other interventions (incentives, job aids, … tho’ you might not tell it from the promotional material). It’s not so obvious how to do so with his new model.  However, I reckon it’s  more robust for evaluating learning interventions. (Caveat: I may be biased, as I provided feedback.) And  should he have numbered them in reverse, which Kirkpatrick admitted might’ve been a better idea?

Evaluation is critical.  We do some, but not enough. (Smile sheets, level 1, where we ask learners what they think of the experience, has essentially zero correlation with outcomes.) We need to do a better job of evaluating our impacts (not just our efficiency). This is a more targeted model.  I draw it to your attention.

 

P&D Strategies

4 April 2018 by Clark 1 Comment

In an article, Jared Spool talks about the strategies he sees UX leaders using.  He lists 3 examples, and talks about how your strategies need to change depending on where you are in relation to the organization.  It made me think about what P&D strategies could and should be.signs

So, one of the ones he cited isn’t unique to UX, of course. That one is ‘continual mentoring’, always having someone shadowing the top person in a role. He suspects that it might slow things down a bit, but the upside is a continual up-skilling.  Back when I led a team, I had everyone have an area of responsibility, but someone backed them up.  Cynically, I called it the ‘bus’ strategy, e.g. in case someone was hit by a bus.  Of course, the real reason was to account for any variability  in the team, to create some collaborative work, to share awareness,  and to increase the team’s understanding..  This is an ‘internal’ strategy.

He cites another, about ‘socializing’ the vision.  In this one, you are collectively creating the five year vision of what learning (his was UX) looks like. The point is to get a shared buy-in to a vision, but also promotes the visibility of the group.  Here again, this is hardly unique to UX, with a small twist ;).  This is more an external strategy.  I suppose there could be two levels of ‘external’, outside P&D but inside the organization, and then an external one (e.g. with customers).

I’d add that ‘work out loud’ (aka Show Your Work) would be another internal strategy (at least to begin with).  Here, the P&D team starts working out loud, with the unit head leading the way. It both gets the P&D team experimenting with the new ways to do things, of course builds shared awareness,  and builds a base to start evangelizing  outside.

I’d love to hear the strategies you’ve used, seen used, or are contemplating, to continue and expand your ability to contribute to the organization.  What’s working?  And, for that matter, what’s not?

Diagramming Microlearning

21 March 2018 by Clark 5 Comments

I’ll be giving an upcoming webinar where I make my case for defining microlearning.  And, as part of my usual wrestling with clarity, I created a diagram. I thought I’d share it with you.

Microlearning

What, you want me to walk you through it? :)

Microlearning is a portmanteau (technical term:  mashup) of micro and learning. Thus, it implies small bits of learning.  Here I’m mapping it out in several ways.  I’ve previously argued that there are three main ways, but let’s map the first two out. It’s either

  • a series of objects contributing to a learning experience
  • a one-off object that creates learning

And there are problems with both. Too often, folks talk about breaking an existing course down into small chunks, and I suggest that won’t work without some significant (!) effort.  Just breaking it up means something seen earlier can be forgotten, so you need to worry about knowledge atrophy and plan reactivation. And that’s just spaced learning!

And I think it’s unlikely that you can have a single object lead to any meaningful learning. However, such an object  can serve as support to succeed in the moment.  How-to videos, job aids, and the like all can be used to achieve an outcome.  And that’s just performance support!

What I think is the real untapped opportunity that could (and I say should) capture the moniker would be contextualized learning. Layering on a bit of learning  because of when and where you are that develops you over time. It’s combining the two, potentially, so you help someone in the moment but add in the bit that also makes it a learning experience.  There’s much more to this, but that’s the core idea.

My main issue here is that people are fast and loose with the term microlearning, and I’d like to make sure people are  either talking about spaced learning  or performance support (both good). And not talking about just breaking up a course into chunks that are nice to consume but not engineered to lead to retention and transfer (not so good).  Of course, better yet if we converge on contextualized learning!

Activity or Application?

6 March 2018 by Clark 3 Comments

I’m a fan of Michael Allen’s, not only because he knows his stuff and he’s a very good person, but also because he has a knack for making things accessible.  For example, his Guide to eLearning is as good a guide to designing elearning as you can get (that and Julie Dirksen’s Design for How People Learn, both appropriately in their second edition).  So when I thought to criticize one of his models, I had to think  really hard!  And I’m still wrestling with it, but I also realize I’d gone down the same path!  Obviously, it’s time to explore the issue.

One of Michael’s models is the CCAF model for making meaningful elearning.  That’s:

  • Context: that sets up the situation
  • Challenge: that prompts the need for action
  • Activity: that the learner takes, and
  • Feedback: that comes from the situation.

There are nuances about this, but it nicely incorporates some of the best principles about designing effective (and engaging) practice. If you put people in a context and ask them to act, you’re minimizing the distance between the practice and the actual performance. Which is, of course, key to successful transfer.  So this is a very handy shorthand, like Cathy Moore’s Action Mapping.

Now, in many ways, this is similar to my own activity-based design, which is more a curricular model than a pedagogical one, but it foregrounds activity instead of content. The goal is to have learners  do something!  And, of course, I’m thinking of creating a work product in many instances, or making meaningful decisions.

So what was I concerned about?  Perhaps because I’d been thinking (and whinging) about ‘click to see more’ interactions, I want those activities to  mean something!  You could have an activity that’s just ‘matching’, or ‘identify the right word’ type of knowledge test. Those  are activities, just not cognitively challenging ones.  And of course Michael emphasizes this in his descriptions, but…there’s an opportunity for people to be slack.

I wondered about using ‘application’ instead of activity, focusing on the fact that people should be applying the knowledge to  do something, not just doing any sort of activity. Do the semantics matter enough to be worth considering?  Application-based design?  Context-Challenge-Application-Feedback? Perhaps not, but I thought I’d think ‘out loud’ as usual. (Both to reiterate the point as well as to solicit your input.) So, what are your thoughts? Worth it?  Or too much ‘splitting angel’s hairs on the head of a pin’ (metaphors mixed while you wait)?

Consciously Considering Consciousness

27 February 2018 by Clark 2 Comments

Consciousness is an interesting artifact of our cognitive architecture. And no, (despite being a native Californian ;) I’m  not talking about social or environmental or higher consciousness. Here I’m talking about our conscious thinking, the insight we have (or not) into our own internal thinking. And it’s interesting  and  relevant.

First, we really don’t have a full understanding of consciousness. It’s a phenomena ew pretty much all experience, but the actual mechanism about how, or where, it arises in our brain is still a mystery.  How do we have this perception of a serial narrative in our head, but our brain is massively parallel?  Yet it’s there. At least, to conscious inspection ;).

Actually, much of our processing  is subconscious. We compile away our expertise as we develop it. We use conscious dialog (internal  or external) to shape our performance, but what we actually  do gets stored away without explicit access. In fact, research says that 70% of what experts do (and that’s us, in our areas of expertise) isn’t accessible. Thus, experts literally  can’t tell us what they do! (Warning, warning: important implications for working with SMEs!)

In fact, consciousness is typically used to deal with situations that aren’t practiced: conversations on topics, dealing with unique problems, and of course learning new things.  Informal learning is pretty much all conscious, while formal learning is about practicing to make the conscious become unconscious!

Which, of course, is why the ‘event’ model of learning doesn’t work. There’s not enough practice, spaced out over time, for that learning to become automated. And we don’t expect our formal learning to get us all the way there, we use coaching and feedback to continue to happen.

As learning experience designers or learning engineers, our job is to make sure we provide the  right support for using our conscious thoughts to guide our practice.  That includes models to explain and predict outcomes, and cognitive annotated examples to model the appropriate solution. And, of course, practice that gradually develops the expertise in appropriate sized chunks and spacing between.  I suppose we should be conscious of consciousness in our design ;). So what am I unconsciously missing?

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!

 

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