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Clark Quinn’s Learnings about Learning

L&D Language is Limiting?

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In our most recent LDA You Oughta Know event, our guest touched on the language we use. It struck a chord for me, thinking about how we refer to things. It led me to wonder whether, in fact, we’re hampering ourselves. So here are some thoughts around the question of whether L&D language is limiting us?

So, Serena Gonsalves-Fersch heads talent for SoftwareONE, a global company. For her dissertation, she interviewed a number of folks about what L&D is doing. While her comments were extremely worthwhile, it was more a toss-off comment about using terms like “talent management” that got me to leave a note to riff on this topic.

So let’s start with those overarching terms. Human Capital, Human Resources, and Talent strike me as ways to dissociate from thinking of people, and instead think of using assets. You might invest in them, but are you investing in your people, or in the capability of your organization? The latter may sound sensible, but it leaves open the question “at what expense”. Do you care if they burn out from the way you use them?  Shouldn’t we talk about our people, employees, or those we’re responsible to and for? Perhaps I’m overly sensitive to the issues, but too often I see the approach being impersonal and if not inhumane.

Similarly, what about the phrase Corporate University? I am fond of the case study Mark Britz presented in Revolutionize L&D, where he said that for his organization, he recognized that what was needed was a community to share, given that they were disconnected but experts. What folks really mean by a corp uni is a training academy, but a uni isn’t a good model. Instead of deep theory with little practical application, it’s almost the reverse. Learning should be continual and ubiquitous, not sent off to separate environs. Even when you do specific formal interventions, they should be seen as integral, not isolated in an ivory tower.

Similarly, I’ve sounded off on the problems of Training & Development, or Learning & Development. Training and learning are means to an end. What we want are people performing optimally, and continually developing. It might even be Performance & Innovation (if you take the revolution seriously ;).

It’s clear language does determine the ways we think about things (is it a mishap or a catastrophe?). When we use language that characterizes activity in certain ways, we implicitly put constraints on it. This is true for every formulation, of course, but perhaps it behooves us to think consciously about the language we use. Do we know if L&D language is limiting us? Let’s make sure that we’re not prematurely handicapping ourselves by our framing.

On blogging

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A recent chain of events led to a realization, and then a recognition, and some cogitation. What am I talking about? Well, it comes down to some reflections on blogging. So here’re some thoughts.

It started when my ISP wanted to do his quinquennial (yeah, I had to look it up) OS upgrade on the servers. Ultimately, it led me to review my site, which included my blogroll. Quelle horreur, it was almost completely out of date! Some people I’ve lost touch with, most who aren’t blogging any more or even in our field! In updating it, however, I found that there are many fewer people who seemed to be blogging. Which is interesting, though there are stalwarts in my upgraded blogroll.

There are lots of places people are putting up their prose thoughts. You can sign up for newsletters (I get a few), and many posts appear on LinkedIn. There are also article sites like Learning Solutions magazine and eLearnMag, amongst others. I have avoided having a newsletter;  I don’t like the idea of collecting folks’ email addresses and using it as a communication tool. (Completely contrary to the advice I receive about marketing.) I also don’t want to post just on LinkedIn, though it’s an increasing way people interact. Instead, I will keep posting here, trying to maintain at least one post a week.

There are myriad reasons I want to continue to blog. First, it’s for me. With a commitment of one post a week, it causes me to search for things to think, and then write, about. Not that there’s a dearth (to the contrary!), but there are ups and downs, and it’s good to have a driver. Blogging has caused me to do more than skim, and actually synthesize things (it’s led me to have thoughts on just about everything!). It’s also a place to lob my other way of thinking, diagramming. The practice of writing, of course, is probably good for my books, with a caveat.

The blog allows me to be more personal, doing things like using too many italics, and use more idiosyncratic references and grammar. Of course, it’s not always perfectly reread, so sometimes I have to go edit it after it’s posted! Which isn’t good for books. It also keeps me terse (a problem I’ve had since high school, my AP English teacher was sure I wouldn’t pass the test for that reason, but it actually was a benefit). Maybe too… Which may be good for books; at least mine are mostly pretty short and to the point ;). It’s also allowed me to share interim ideas and get feedback.

So, I find blogging to be valuable. I’ll happily follow the folks that I can that way. (I use Feedblitz as an email aggregator as I prefer email rather than a dedicated reader.) Or happy to come across their posts wherever, and even some newsletters. I appreciate folks who share their thinking in many ways, though I don’t really listen to podcasts nor watch vids, as I can read faster, and I don’t have a commute. Besides, having watched people I care about get taken down the rabbit hole watching vids (my take: doesn’t give you time to pause and ponder), I think I’ll prefer prose.

So those are some thoughts on blogging. I welcome seeing your comments here, on LinkedIn, or any other way you care to share.

Sensitivities and Sensibilities

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We are currently experiencing a crisis of communication. While this is true of our nation and arguably the world, it‘s also true in our little world of L&D. Recently, there have been at least four different ‘spats‘ about things. While I don‘t want to address the specifics of any of them, what I do want to do is talk about how we engage. So here‘s a post on sensitivities and sensibilities.

First, let me be clear, I‘ve some social issues. I‘m an introvert, and also miss social cues. I also have a bad habit of speaking before I‘ve done the knowledge-check: is this true, kind, and necessary? Subtlety and diplomacies aren‘t my strong suit. I continue to be a work in progress. Still, I never intentionally hurt anyone, at least not anyone who hasn‘t demonstrated a reliable propensity to violate norms that I feel are minimum. I continue to try to refine my responses.

There are two issues, to me: what we should say, and how we should say it. For instance, I think when someone says something wrong, we need to educate. Initially, we need to evaluate the reason. It could be that they don‘t know any better. Or it could be that they‘re deliberately trying to mislead.  

Let‘s also realize we‘re emotional animals. If I‘m attacked, for instance, I’m likely to blame myself, even when it’s wrongly. Others are highly unlikely to wear blame, and lash out. We are affected by our current context; we are more critical if we‘re tired or otherwise upset, and on the reverse are more tolerant if rested and content.  

I‘m also aware that we have no insight into where someone‘s coming from. We can guess, but we really don‘t know. I really learned this when I was suffering from a pinched nerve in my back; I have more sympathy now since I‘ve come to recognize I don‘t know what anyone else is living with.

So, I‘m trying to come up with some principles about how to respond. For instance, when I write posts about things I think are misguided or misleading, I call out the problems, but not the person, e.g. I don‘t link to the post. I‘m not trying to shame anyone, and instead want to educate the market. I think this is a general principle of feedback: don‘t attack the person, attack the behavior.  

Also, if you‘re concerned about something, ask first. Assume good intentions. How you ask matters as well. The same principle above applies: ask about the behavior. I’m  impressed with those who worry about the asker. If the ask seems a bit harsh, they wonder whether the asker might be struggling. That‘s a very thoughtful response.  

There‘s a caveat on all this: if folks continue to promote something that‘s demonstrably wrong, after notification, they should get called out. Here in the US, the first amendment says we can say whatever, but it doesn‘t say we don‘t have any consequences from what we say. (You can‘t yell ‘fire‘ in a crowded theatre if there isn‘t one!) Similarly, if you continue to promote, say, a debunked personality test, you can be called out. ;)

So this is my first draft on sensitivities and sensibilities. Assume good intent. Ask first. Educate the individual and the market. Don‘t attack the person, but the behavior. I‘m sure I‘m missing situations, conditions, additional constraints, etc. Let me know.  

My Personal Knowledge Management Approach

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Last week, in our Learning Development Accelerator You Oughta Know session, we had Harold Jarche as a guest. Harold’s known for many things, but in particular his approach to continual learning. Amongst the things he shared was a collection of others’ approaches. I checked and I hadn’t made a contribution! So with no further ado, here’s my personal knowledge management approach.

First, Harold’s Personal Knowledge Management (PKM) model has three components: seek, sense, and share. Seeking is about information coming in, that is, what you’re looking for and the feeds you track. It can be in any conceivable channel, and one of the important things is that it’s  your seeking. Then, you make sense of what comes in, finding ways to comprehend and make use of it. The final step is to share back out the sense you’ve made. It’s a notion of contributing back. Importantly, it’s not that necessarily anybody consumes what you share, but the fact that you’ve prepared it for others is part of the benefit you receive.

Seek

Most seeking is two-fold, and mine’s no exception. First of all there’s the ‘as needed’ searches for specific information. Here I typically use DuckDuckGo as my search engine, and often end up at Wikipedia. With much experience, I trust it.  If there are multiple hits and not a definitive one, I’ll scan the sources as well as the title, and likely open several. Then I review them until I’m happy.

The second part is the feeds. I have a number of blogs I’m subscribed to. There are also the people I follow on Twitter. On LinkedIn, a while ago I actively removed all my follows on my connections, and only retained ones for folks I trust. As I add new people, I similarly make a selection of those I know to trust, and ones who look interesting from a role, domain, location, or other diversity factor.  An important element is to be active in selecting feeds, and even review your selections from time to time.

Sense

Sometimes, I’m looking for a specific answer, and it gets put into my work. Other times, it’s about processing something I’ve come across. It may lead me to diagramming, or writing up something, frequently both (as here). Diagramming is about trying to come to grip with conceptual relationships by mapping them to spatial ones. Writing is about creating a narrative around it.

Another thing I do is apply knowledge, that is put it into action. This can be in a design, or in writing something up. This is different than just writing, for me. That is, I’m not just explaining it, I’m using it in a solution.

Share

To share, I do things like blog, do presentations and workshop, and write books. I also write articles, and sometimes just RT. Harold mentioned, during the session, that sharing should be more than just passing it on, but also adding value. However, I do sometimes just like or share things, thinking spreading it to a different audience is value. If you’re not too prolific in your output, I reckon that the selected shares add value. Of course, in general if I pass things on I do try to make a note, such as when sharing someone else’s blog that I thought particularly valuable.

So that’s my process. It’s evolving, of course. We talked about how our approaches have changed; we’ve both dropped the quantity of posts, for instance. We’re also continually updating our tools, too. I’ve previously noted how comments that used to appear on my blog now appear on LinkedIn.

To be fair, it’s also worth noting that this approach scales. So workgroups and communities can do a similar approach to continually processing. Harold’s done it in orgs, and it factors nicely into social learning as well. One attendee immediately thought about how it could be used in training sessions!

So that’s a rough cut at my PKM process. I invite you to reflect on yours, and share it with Harold as well!

I discuss PKM in both my Revolutionize L&D book, and my Learning Science book.

Learning or Performance Strategy

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Of late, I’m working in a couple of engagements where the issue of learning and performance strategy have come up. It has prompted some thoughts both on my part and the part of my clients. I think it’s worth laying out some of the issues and thinking, and of course I welcome your thoughts. So here are some reflections on whether to use learning or performance strategy as an organizing concept.

In one case, an organization decreed that they needed a learning strategy. Taken with my backwards design diagram  from the learning science book, I was tasked with determining what that means. In this case, the audience can’t be mandated with classes or tutorials. So really, the only options are to support performance in the moment and develop them over time. Thus we focus on job aids and examples. I think of it as a ‘performance strategy’, not a learning one.

In the other case, an organization is executing on a shift from a training philosophy to a performance focus. Which of course I laud, but the powers-that-be expect it to yield less training without much other change. Here I’m pushing for performance support, and the thinking is largely welcome. However, it’s a mindset shift for a group that previous was developing training.

I general, I support thinking that goes beyond the course, and for the optimal execution side of a full ecosystem, you want to look at outcomes and let that drive you. It includes performance consulting, so you’re applying the  right solution to performance gaps, not the convenient one (read: ‘courses’ ;). Thus, I think it makes more sense to talk performance strategy than learning one.

Even then, the question becomes what does such a strategy really entail, whether learning  or performance. Really, it’s about having a plan in place to systematically prioritize needs and address them in effective ways. It’s not  just design processes that reflect evidence-informed principles, though it includes that. It’s also, however, ways to identify and track problems, attach organizational costs and solution costs, and choose where to invest resources. It includes front-end analysis, but also ongoing-monitoring.

It also involves other elements. For one, the technology to hand; what solutions are in use and ensuring a process of ongoing reviews. This includes both formal learning tools including the LMS and LXP, but also informal learning tools such as social media platforms and collaborative documents. Another issue is management: lifecycle monitoring, ownership, and costs.

There’s a lot that goes into it, but being strategic about your approach keeps you from just being tactical and missing the forest for the trees. A lot of L&D is reactive, and I am suggesting that L&D needs to be come proactive. This includes going from courses to performance, as a first step. The next step is to facilitating informal learning and driving innovation in the organization. Associated elements include meaningful measurement  and truly understanding how we learn for a firm basis upon which to ground both formal  and informal learning. Those are my thoughts a learning or performance strategy, what am I missing?

Courtesy, shopping carts, and the organization

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There’s a popular meme on the internet that I think is kind of apt. It asks whether you’re the type of person who returns your shopping cart. I think this is an important concept, because it illustrates to me one of the facets that make societies, and organizations, work. So let me talk about courtesy, shopping carts, and the organization.

The meme is basically saying do you return the cart, or leave it near your car. You’ve seen the results: parking spaces blocked by an abandoned cart, carts pulled up on curbs into planters, etc. This, to me, is like whether you bring a bag to clean up after your dog (and place it an appropriate receptacle). Or dump your ashtray and car trash on the side of the street. It’s about recognizing a) that there aren’t necessarily folks who have this as a job, and b) it interferes with innocent others, and c) therefore it undermines a pleasant environment. It may have to do with what your cultural expectations are, but I’ll suggest it’s worth the small effort.

Why does this matter? Because it seems to me that societies work better when folks are courteous. When folks respect one another, they find ways to make things work. When they don’t have that respect, they find or stumble into ways to aggravate situations. Now, I get that sometimes being discourteous is a way to get revenge against a real or perceived injustice. Yet, I suggest there are better ways to register your discontent that more accurately target the perpetrators of the injustice. Random acts of discourtesy can lead to perceptions that you’re just a jerk. Because some of it is people thinking that they don’t have to care about other people. I fear it’s getting worse.

The issue I want to address here, rather than a general societal rant, is about what this means in organizations. What does courtesy have to do with working life? I suggest it has to do with creating an environment in which people can work together for organizational success in an optimal way. That is, if we’re helping make the workplace pleasant, we’re making it effective. This means things like offering to help when you’ve useful information to provide. It means paying attention to the organizational norms. I suggest it also means pointing out when those norms aren’t best for positive interaction. Others: Refilling the printer paper tray when you’ve used the last. Taking notes for someone who  has to miss the meeting. Mot missing a meeting if you’ve no real excuse. Keeping meetings on time and on point. Not holding a meeting when there’s a better way.

There are a lot of little courtesies in everyday life. You may have a grudge or grievance, but deal with it appropriately. A lack of courtesy because you’re upset about something else isn’t appropriate or helpful. I reckon it just makes you look like a jerk. That’s my take, what are your thoughts on courtesy, shopping carts, and the organization?

Happy New(s) Year!

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It’s the new year, and I’ve been hinting for a while that something’s up. Well, now I can announce it. The new year seems like the right time for news, so Happy New(s) Year!

While Quinnovation will continue, I have joined another initiative as well. If you’ve been paying attention, and I hope you have, two summers ago Will Thalheimer & Matt Richter ran a new and different event, the L&D Conference. It had two sessions of things, so it could reach most of the globe, and they were recorded so you could watch after the fact. There were also some asynch workshops. There was an emphasis on evidence-informed speakers and content.

It was successful enough that it convinced Matt and Will that there was the opportunity for a society promoting the same values. At the beginning of 2021, they began this initiative, the Learning Development Accelerator  (LDA). The society has had regular events, articles, also workshops. They also ran the conference again.

However, Will got a full-time job with Tier 1. Thus, trying to keep up with demand was, well, trying. After one unsuccessful attempt, they settled on a second choice to replace Will. I’ve agreed. Thus, I will now be working with Matt (who’s heroically shouldered most of the work) to keep the society going. It’s started, and continued, as all virtual. Which helps support the goal of being quite global. The other emphasis continues, to be evidence-based. I can align with that. I think it’s our obligation as professionals. We need to promote those who are translating research into evidence-informed practices.

There’s a second initiative of LDA as well. Matt thinks LDA should publish, and had offered me the chance to serve as initial publisher (more like Editor-In-Chief). So LDA Press is kicking off. We’re going to have to start slow to grow, but stay tuned for initial publications. The goal is to fill in the gaps of the books we should have, and provide a better relationship with authors. We’re already talking to some folks.

That’s pretty much it. I’ll continue to speak, write, run workshops, and assist clients as Quinnovation as well, but I’ll also be putting energy into what I think is an important contribution. Of course, it’s also about learning, stepping out of my comfort zone. My focus will be on trying to help introduce members to people and ideas they should know. The more we know, the better we can do our job! So that’s my Happy New(s) Year, and wishing you and yours all the best for the coming year.

Levels of Organizational Alignment

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Several years ago, I was pushing the notion of the Coherent Organization. While I still feel it’s relevant, perhaps the time wasn’t right or I wasn’t convincing enough. However, as I continue to consider the issue of alignment of what we do in L&D (and organizational) practices, I realize there’s more. One way, then, to think about the coherent organization is as achieving levels of organizational alignment.

Starting from the top, I think of the alignment with the organization and society. Normally, and probably most importantly for survival, organizations need to think about alignment with their market. (In appropriate ways; I’m reminded how the freight business got upended when companies thought they were in the train business and not the transportation business.) However, there  is a level above the market, and that is whether the org is serving the market in a society-appropriate way. For instance, if you’re helping your customers rip off their clients, it may be lucrative but it’s not a scrutable way to do business. I like the notion of benefit corporations  (though they may not go far enough). Don’t do well by doing ill.

Which is the next level of alignment, of employees with the organization’s mission. They’ll be more engaged if that mission is appropriate!  Further, I like the notion of ’employee experience’. I’ve heard it said that you can’t have a good customer experience if you don’t have a good employee experience. That’s plausible. I think Dan Pink’s  Drive says it well, you want your employees to have Mastery, Autonomy, and Purpose. Which means having a clear raison d’être, goals and the freedom to pursue them, and support to succeed.

Accompanying that is a workplace culture that’s supportive of success. I like Jerry Michalski’s focus on trust; start from there. Then have transparency, e.g. ‘show your work’ and ‘learn out loud‘. I’m also a fan of the Learning Organization Dimensions of Garvin, Edmondson, & Gino. I like how Amy Edmondson has gone on to advocate for including both safety and accountability as complementary components of success.

Of course, this carries down to the individual level. For instance, including a focus on having performers prepared up front and developed over time. This includes a shift to coaching and mentoring, as well as learning experience design grounded in the sciences of learning and engagement.  Going further, we should havie people not just knowing their purpose but getting feedback on how they‘re doing to achieve it. Recognition matters, with positive recognition of accomplishment or support to improve. Against an objective metric, of course, not comparative to others.

There’s more, but most importantly, it’s aligning all these from bottom to top. For instance, you could be creating a great culture to serve a bad purpose. Alternatively, you could have a great purpose but use industrial era methods to get there. I have to admit that, having served in orgs of various sizes, and seen the pockets of inefficiency that can emerge, I wonder how any business makes any money! Still, there’s evidence that the better you’re aligned, the better you do. (See the Toward Maturity Top Deck results or Laurie Bassi’s work on the link between people approaches and org success.

Achieving success at all  levels of organizational alignment is a path to success. No one’s saying it’s easy, but it  is doable. Further, it’s your best investment in the future. Just as with designing learning, get the core right before you add shiny objects, the same is true for organizations. There’s a transformation in practices to be done before you then apply the digital transformation. However, once you align these, as well, you’re on an upward path. Shall we?

By the way, this is aligned :) with the theme of what I’ll be  talking about in my opening keynote for the ATD Japan Summit.  

A new common tragedy?

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Recently, my kids (heh, in their 20s) let me know that they don’t use Yelp. That actually surprised and puzzled me. Not specifically because of Yelp, but instead because there’s a societal benefit that’s possibly being undermined or abandoned. I may be naive, but I think that we may be missing an opportunity. So here’s my exploration of a potential new common tragedy.

The idea of the commons is simple, though also somewhat controversial. There’s a shared resource. In the traditional economic model, it’s limited. Thus, everyone taking advantage of it ends up ruining the resource (the infamous ‘tragedy of the commons’). In this case, however, the potential tragedy is different.

Information, as has been said, wants to be free. With the internet, it’s almost that way, and there are almost zero limits on the information (for better or worse). We can take advantage of the information for little more than the cost of a browser-capable device and an internet connection (which can come just with a cup of coffee ;). We can also contribute. That’s social media.

That’s been the premise of some of the more powerful ideas of the internet. If we share information, we can all benefit. Thus, we should offer up information and in return get the benefit. We don’t have to offer it, but if we do we all benefit. It’s cooperation. Social media has led to many great wins. My colleague and friend, Paul Signorelli, has a new book just on that! In his Change the World Using Social Media, he says “social media platforms can…produce positive change”. Of course, there are also problematic uses. The ways in which certain platforms (*cough* Facebook *cough*) have been used to spread misinformation is a caution. Yet, I believe these are problems that are solvable.

Now, Yelp is a service where people can share reviews of almost any service: repairs, meals, … And it’s just an example, there are other ways people share information, such as Wikipedia, NextDoor, etc. Yelp got off to a somewhat idiosyncratic start, owing to claims of favoritism. However, it’s now relatively reliable, I believe. (Am I wrong?)

The possibility is that if everyone fairly uses such as service, that everyone benefits. You do have to offer your own input, but you gain from others. Of course, the service itself must be principled, including a way to self-repair any problems. There can be more than one, though one tends to end up being dominant.

What’s problematic, to me, is why people  wouldn’t participate. For example, my kids. For one, there’s a belief that people only write negative reviews. Yet we do see businesses with ratings from 3 to 5, so clearly there are positive reviews (I’ve done both).  Yelp has helped me find good places to eat and get valuable services. I’ve likewise shared my experiences, to help others.

However, what may not be solvable is getting people on board with the idea of the benefit. If we turn away from this opportunity, we end up losing 0ut. Yes, I can be an idealist, but I’d hope that we can see the ultimate benefit that can be obtained. Across many platforms, ideally. I’d like to avoid a new common tragedy. I’m also willing to be wrong, so I welcome feedback.

 

Jay Cross Memorial Award 2021: Sahana Chattopadhyay

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Jay Cross was a deep thinker and a man of many talents, never resting on his past accomplishments.  Following his death in November 2015, the partners of the Internet Time Alliance — Jane Hart, Charles Jennings, Harold Jarche, and myself — resolved to continue Jay‘s work. The Internet Time Alliance Award, in memory of Jay Cross, is an annual presentation. We award it to a workplace learning professional who has contributed in positive ways to the field of Informal Learning. The  Jay Cross Memorial Award  is one way to keep pushing our professional fields and industries to find new and better ways to learn and work.

Recipients champion workplace and social learning practices inside their organization and/or on the wider stage. They share their work in public and often challenge conventional wisdom. We look for professionals who are convincing and effective advocates of a humanistic approach to workplace learning and performance. Recipients also continuously welcome challenges at the cutting edge of their expertise.

We announce the award on 5 July, Jay‘s birthday. The Internet Time Alliance Jay Cross Memorial Award recipient for 2021 is Sahana Chattopadhyay.

Sahana is the founder of Proteeti — a Sanskrit word meaning learning that transforms — which describes the spirit of the award. She has written extensively about learning and development and has been active on social media for many years.

I first met Sahana through #lrnchat, and she maintained a steady support of Jay and the Internet Time Alliance‘s work. She‘s continued to be a voice for making sense of an uncertain world, which overlaps substantially with some of our own work.  

At her site, she talks about moving to “a world where many worlds fit” through acceptance of others, interconnection, and living with emergence. She applies these principles to organizations and leaders to facilitate shifting to more effective and humane ways of being.

As a vocal advocate for mindsets that unleash possibility, Sahana embodies the ideals Jay Cross worked towards. We‘re honored to be able to recognize her work through the Jay Cross Memorial Award.