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Manifesting in practice extremis

26 March 2014 by Clark Leave a Comment

Yesterday, I posted about what we might like to see from folks, by role, in terms of the Manifesto.  The other question to be answered is how to do this in the typical current situation where there’s little support for doing things differently.  Let me take a worst-case scenario and try to take a very practical approach. This isn’t an answer for the pulpit, but is for the folks who put all this in the ‘too hard’ basket.

So, worst case: you’re going to still get a shower of PPTs and PDFs and be expected to make a course out of it, maybe (if you’re lucky) with a bit of SME access.  And no one cares if it makes a difference, it’s just “do this”.  And, first, you have my deepest sympathies. We’re hoping the manifesto changes this, but sometimes we have to start with where you live, eh?  Recognize that the following is not PoliticallyCorrectâ„¢; I’m going outside the principled response to give you an initial kickstart.

The short version is that you’ve got to put meaningful practice in there.  You need an experience that sets up a story, requires a choice using the knowledge, and lets the learner see the consequences.  That’s the thing that has the most impact, and you’ll want several.  This will have far more impact than a knowledge test.  To do that isn’t too complex.

The very first thing you need to do when you’ve parsed that content is to figure out what, at core, the person who’s going to have this experience should be able to do differently.  What performance aren’t they doing now?  This is problematic, because sometimes the problem isn’t a performance problem, but here I’m assuming you don’t have that leeway. So you’ll have to do some inference.  Yes, it’s a bit more thinking, but you already have to pull out knowledge, so it’s not that different (and gets easier with practice).

Say you’ve gotten product data.  How would they use that?  To sell?  To address objections? To trouble shoot?  Maybe it’s process information you’re working on. What would they do with that? Recognize problems? Take the next step?  If you’re given information on workplace behavior problems? Let them determine whether grey areas exist, or coach people.

You’ll need to make a believable context and precipitative situation, and then ask them to respond. Make it challenging, so that the situation isn’t clear, and the alternative are plausible ways the learner could go wrong.  The SME can help here.  Make the scenario they’re facing and the decisions they must make as representative of the types of problems that they’ll be facing as you can.  And try to have the story play out, e.g. the consequences of their choice be  presented  before they get the right answer or feedback about why it’s wrong. There are good reasons for this, but the short version is it’s to help them learn to read the situation when it’s real.

Let’s be clear, this is really just better multiple choice question design!  I say that so you see you’re not going beyond what you already do, you’re just taking a slightly different tack to it.  The point is to work within the parameters of content and questions (for now!), and yet get better outcomes.

Ideally, you’ll find all the plausible application scenarios, and be able to write multiple questions.  If there’s any knowledge they  have to know cold, you might have to also test that knowledge, but consider designing a job aid.  (Even if it’s not tested and revised, which it should be, it’s a start on the path.)

There’s more, but that’s a start (more in my next post). Focus on meaningful practice first.  Dress it up. Exaggerate it. But if you put good practice in their path, that’s probably the most valuable change to start with.  There’re lots of steps from there, basically turning it into a learning experience:  making everything less dense, more minimal, more focused on performance, adding in more meaningfulness.  And redoing concept, example, introduction, etc.  But the first thing, valuable practice, engages many of the eight values that form the core of the Manifesto: performance focused, meaningful to learners, engagement-driven, authentic contexts, realistic decisions, and real world consequences.

I’ve argued elsewhere that doing better elearning doesn’t take longer, and I believe it.  Start here, and start talking about what you’re doing with your colleagues, bosses, what have you.  Sign on to the Manifesto, and let them know  why. And let me know how it goes.

Manifesting in principle

25 March 2014 by Clark 1 Comment

The launch of the Manifesto has surfaced at least a couple of issues that are worth addressing. The first asks who the manifesto is for, and what should they do differently.  That’s a principled response.  The second is just  how to work differently in the existing situations where the emphasis is on speed.  That’s a more pragmatic response.  There are not necessarily easy answers, but I’ll try.  Today I’ll address the first question, and tomorrow the second.

To the first point, what should the impact be on different sectors?  Will Thalheimer (fellow instigator), laid out some points here.  My thoughts are related:

  • Tool vendors should ensure that their tools can support designers interested in these elements. In particular, in addition to presentation of multimedia content, there needs to be: a)  the ability to provide separate feedback for different choices, b) the ability to have scenario interactions whereby learners can take multistep decision paths mimicking real experiences, and c) the ability to get the necessary evaluation feedback. In reality, the tools aren’t the limitation, though some may make it more challenging than others. The real issue is in the design.
  • We’d like custom content houses (aka elearning solution providers) to try to get their clients to allow them to work against these principles, and then do so. Of course, we’d like them to do so regardless!  I’ve argued in the past that better design doesn’t take longer.  Of course, we realize that clients may not be willing to pay for testing and revision, but that’s the second part…
  • …we’d like purchasers of custom content to ask that their learning experiences meet these standards, and expect and allow in contracts for appropriate processes.  If you’re going to pay for it, get real  value!  Purchasers need to become aware that not meeting these standards increases the likelihood that any intervention will be of little use.
  • Similarly, if you’re buying pre-made content (aka shelfware), you should check to see if it also meets these standards.  It’s certainly possible!
  • Managers and executives, whether purchasing or overseeing in-house teams, ideally will be insisting that these standards be met.  They should start revising processes both external (e.g. RFPs) and internal (templates, checklists and reviews) to start meeting these criteria.
  • And designers and developers should start building this into their solutions (within their constraints) while beginning to promote the longer term picture.

Of course, we realize that there are real world challenges. The first is that the internal elearning unit will have to be working with the business units about taking a richer and more meaningful approach.   Those units may not be ready to consider this!  The ‘order taker’ mentality has become rife in the industry, and it’s hard for a L&D unit to suddenly change the rules of engagement.  It will take some education around the workplace, but to ensure that the efforts are really leading to meaningful change mean it’s critical.

The second caveat is that not all of these elements will be addressable from day 1.  While we’d love that to be the case, we recognize that some things will be easier than others.  Focusing on meaningful objectives  and, relatedly, meaningful practice are the two first priorities.  (While I suspect my colleagues might instead champion measurement, I’m hopeful that making more meaningful practice will drive better outcomes. Then, there’ll be a natural desire to check the impact.) When the meaningful focus is accomplished, trimming extraneous content becomes easier.

The goal is to hit the core eight values first, as these are the biggest gaps we see, and integrate many of the principles: performance focused, meaningful to learners, individualized challenges, engagement-driven, authentic contexts, realistic decisions, real-world consequences, and spaced practice.  With those, you’ve got a real start on making a difference.  And that’s what we’re about, eh?  We hope you’ll sign on!

Cathy Davidson #LSCon Keynote Mindmap

21 March 2014 by Clark Leave a Comment

Cathy Davidson gave us an informative, engaging, and inspirational talk talking about how we’re mismatching industrial approaches in an information era. She gave us data about how we work and why much of what we do isn’t aligned, along with the simple and effective approach of think-pair-share. Very worthwhile.

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Serious Conversation

18 March 2014 by Clark 1 Comment

We’ve already received the first request for an article on the Serious eLearning Manifesto, and it sparked a realization.  We (my co-conspirators are Will Thalheimer, Julie Dirksen, and Michael Allen) launched the manifesto last week, and we really hope you’ll have a serious look at them.  More, we hope you’ll find a way to follow them, and join your colleagues in signing on.

What has to happen now is people need to look at them, debate the difficulties in following them, and start thinking about how to move forward. We don’t want people just to sign on, we  want  them to put the principles into practice. You may not be able to get  to all from the beginning, but we’re hoping to drive systematic change towards good elearning.

The Manifesto, if you haven’t seen it, touts eight values of serious elearning over what we see too often, focusing on the biggest gaps.  The values are backed up by 22 principles pulled from the research. And we’ve been already been called out for it perhaps being too ‘instructor’ driven, not social or constructivist enough.  To be fair, we’ve also already had some strong support, and not just from our esteemed  trustees, but signatories as well.

And I don’t want to address the issues (yet), what we want to have happen is to get the debate started.  So I didn’t accept the opportunity to write (yet another) article, instead I said that we’d rather respond to an article talking about the challenges.  We want to engage this as dialog, not a diatribe.  Been there, done that, you can see it on the site ;).

So, please, have a look, think about what it would mean, consider the barriers, and let’s see if, together, we can start figuring out how to lift the floor (not close off the ceiling).

 

Aligning with us

12 March 2014 by Clark Leave a Comment

The main complaint I think I have about the things L&D does isn’t so much that it’s still mired in the industrial age of plan, prepare, and execute, but that it’s just not aligned with how we think, learn, and perform, certainly not for information age organizations.  There are very interesting rethinks in all these areas, and our practices are not aligned.

So, for example, the evidence is that our thinking is not the formal logical thinking that underpins our assumptions of support.  Recent work paints a very different picture of how we think.  We abstract meaning but don’t handle concrete details well, have trouble doing complex thinking and focusing attention, and our thinking is very much influenced by context and the tools we use.

This suggests that we should be looking much more at contextual performance support and providing models, saving formal learning for cases when we really need a significant shift in our understanding and how that plays out in practice.

Similarly, we learn better when we’re emotionally engaged, when we’re equipped with explanatory and predictive models, and when we practice in rich contexts.    We learn better when our misunderstandings are understood, when our practice adjusts for how we are performing, and feedback is individual and richly tied to conceptual models.  We also learn better  together, and when our learning to learn skills are also well honed.

Consequently, our learning similarly needs support in attention, rich models, emotional engagement, and deeply contextualized practice with specific feedback.  Our learning isn’t a result of a knowledge dump and a test, and yet that’s most of what see.

And not only do we learn better together, we work better together.  The creative side of our work is enhanced significantly when we are paired with diverse others in a culture of support, and we can make experiments.  And it helps if we understand how our work contributes, and we’re empowered to pursue our goals.

This isn’t a hierarchical management model, it’s about leadership, and culture, and infrastructure.  We need bottom-up contributions and support, not top-down imposition of policies and rigid definitions.

Overall, the way organizations need to work requires aligning all the elements to work with us the way our minds operate.  If we want to optimize outcomes, we need to align both performance  and  innovation.  Shall we?

Manifestations

11 March 2014 by Clark 1 Comment

Wow, you try to do one little thing, and everyone gets all upset!  Well, that’s how it feels, and it’s a real lesson.  So I’ll explain, and then try to clarify.

As I posted, one of the two things I’m pushing is something that’s trying to improve elearning, and we’re having our launch on Thurs, March 13th at noon PT (3ET). To get attention, the four of us (Michael Allen, Julie Dirksen, and Will Thalheimer are my con-conspirators) have been teasing the event, trying to build awareness.  And this has turned out to be a problem we didn’t anticipate.

Our goal was to use our names by capitalizing on the situation what while the four of us who, while friends and colleagues, were independent of one another professionally, we had banded together on this initiative. We believed, naively, that people would infer our intentions to be benign. And many did.

Including the trustees we’re so grateful to.  We briefed a handful of respected individuals around the industry (not everyone we could and should, but a representative sample across many sectors that we could work with quickly), and got them to lend their names in support.

So we started our marketing, including the site, a press release, and our social media efforts.  And learned that what was obvious to us wasn’t obvious to others. There were clear concerns that the focus was on us, not on the message, and that our motives were dubious.

We received both private and publicly expressed concerns about our intentions.  Maybe we were trying to promote a book, or a consultancy, or collecting email addresses.  And this was an unpleasant surprise.  When I have a chance to work with people like Michael, Julie, and Will that I respect for their intellect, concern, and integrity, it is painful to have our motives questioned.

Yet it was an clear miscalculation on our parts that our intentions would be obvious to all. As soon as we got wind of the concerns, we discussed how to respond, and as a consequence, we reined in the messages about us on the site.  We removed our pictures from the pre-launch page, and toned down the ‘authors’ page.  Hopefully that’s enough.

Because, the message is the important thing.   Frankly, we’d prefer that the change happens and we get no recognition.      It’s not about us; we’ve got other fish to fry.  We’ve no joint book, no consultancy, and the only reason we’d do anything with any email addresses would be to tell them updates with nothing for sale. We believe that the message would be sullied with any such attempts, and we do not want to risk the chance of undermining the message, and the hoped-for change.

So, a valuable lesson learned about marketing.  Trying to inspire curiosity using a launch event, and trusting to our names beforehand was, in retrospect, too self-aggrandizing.  We probably needed to focus on at least the core of the message, rather than just the mystery of what we were up to.  We still hope you’ll attend, and more importantly agree to try harder on the change we’re agitating for. As to the change? Well, the short answer is better elearning.  For the specifics, you’ll just have to wait :).  BTW, in addition to the launch, at least a subset of us will be discussing the desired change at Learning Solutions session 105 on Wednesday March 19 at 1PM, followed by a Morning Buzz on Thursday.  Hope to see you at one of these!

Getting Serious about eLearning

4 March 2014 by Clark Leave a Comment

A few weeks ago, I mentioned that this was a year of making trouble, and talked about my forthcoming book, but now it’s time to let you in on the second thing I’m doing.  This time, I’m not doing it alone, but in concert with three of my most respected and trusted colleagues, Michael Allen,  Julie Dirksen, and Will Thalheimer. So what are the four of us up to?

SeriouseLearningBadgeWell, I won’t give it all away, since we’re doing an official launch next week, but in short, we’re attempting to do something about what we perceive as the sorry state of elearning.  We just couldn’t stand by, so we’re standing up and saying something.  It’s been a real pleasure to work with them, and we’re hoping what we’re up to might make an impact.

You’ll also find out that a number of folks have signed up to support us as trustees.  Not everyone we could and should’ve gotten, but a representative sample across sectors of some of the most respected folks in the industry that we could reach out to in short order.

You can find out what we’ve done on Thurs, March 13th at noon PT (3ET). We’re holding a Google Hangout where we’ll talk about what we’re up to, and then take questions.  You can sign up to attend at the associated site.

It’s an honor to be able to work with Will, Julie, & Michael on this, and  if you care about good elearning (and if you’re here, I figure that’s a safe bet :), I hope you’ll attend, and join us.

Interface Design for Learning Review

25 February 2014 by Clark Leave a Comment

Dorian Peters has written the first book I’ve seen on UI for learning, linking two of my favorite things.  Understand that I did my Ph.D. in a research group that was hot into HCI at the time, and my first faculty position was to teach User Experience.  At the time, in many ways UI was ahead of ID in terms of user-centered practices, and I made many presentations on porting UI concepts to Ed Tech audiences.

Consequently, it was a pleasant surprise to hear about this book, and more so now that I’ve had a chance to peruse it.  This book is very valuable not just for interface designers doing learning solutions, but also for IDs and developers who end up having to design.  The second chapter on how we learn is a great whirlwind tour of learning, well grounded in research and setting up the background for those who’s background isn’t learning. Similarly, she provides an overview of elearning in Chapter 3, and UI basic terms in Chapter 4.  From there, it’s all about UI for learning.

She starts very early on in the book by showing how learning interfaces  have  to be different from user interfaces.  If your goal is to learn, not do a task, it makes sense that the interface should and could be different.  She then delivers on this and goes on to cover a suite of principles: learning is visual, learning is social, learning is emotional, and learning is mobile, in subsequent chapters (with one on multimedia and gaming interspersed). She even discusses the design of learning spaces.  In each, she separates out principles and strategies.

This is a fun book, widely illustrated with examples and illustrations, quotes, and graphical highlighting to practice what she preaches.  It is clear from the breadth and depth of citations that she’s done her homework, and this is a well-organized, easy to read, and  useful book.

Interface Design for Learning is a book  that everyone who ends up developing learning experiences, creating the interface learners interact with, needs to have to hand, on their desk ready to refer to and get the principles down on each project until they’re firmly internalized.  Highly recommended.

Exaggeration and Alignment

4 February 2014 by Clark Leave a Comment

In addition to my keynote and session at last week’s Immersive Learning University event, I was on a panel with Eric Bernstein, Andy Peterson, & Will Thalheimer. As we riffed about Immersive Learning, I chimed in with my usual claim about the value of exaggeration, and Will challenged me, which led to an interesting discussion and (in my mind) this resolution.

So, I talk about exaggeration as a great tool in learning design. That is, we too often are reigned in to the mundane, and I think whether it’s taking it a little bit more extreme or jumping off into a fantasy setting (which are similar, really), we bring the learning experience closer to the emotion of the performance environment (when it matters).

Will challenged me about the need for transfer, and that the closer the learning experience is to the performance environment, the better the transfer. Which has been demonstrated empirically. Eric (if memory serves) also raised the issue of alignment to the learning goals, and that you can’t overproduce if you lose sight of the original cognitive skills (we also talked about when such experiences matter, and I believe it’s when you need to develop cognitive skills).

And they’re both right, although I subsequently pointed out that when the transfer goal is farther, e.g. the specific context can vary substantially, exaggeration of the situation may facilitate transfer. Ideally, you would have practice across contexts spanning the application space, but that might not be feasible if we’re high up on the line going from training to education.

And of course, keeping the key decisions at the forefront is critical. The story setting can be altered around those decisions, but the key triggers for making those decisions and the consequences must map to reality, and the exaggeration has to be constrained to elements that aren’t core to the learning. Which should be minimized.

Which gets back to my point about the emotional side. We want to create a plausible setting, but one that’s also motivating. That happens by embedding the decisions in a setting that’s somewhat ‘larger than life’, where we’re emotionally engaged in ways consonant with the ones we will be when we’re performing.

Knowing what rules to break, and when, here comes down to knowing what is key to the learning and what is key to the engagement, and where they differ. Make sense?

BJ Fogg Training 14 #trg14 Keynote Mindmap

4 February 2014 by Clark Leave a Comment

BJ Fogg gave a lively and focused presentation. Seen him before, but great to renew, and there were further extensions. Very worthwhile!

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