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Clark Quinn’s Learnings about Learning

Will we still need L&D?

12 May 2020 by Clark Leave a Comment

In a document shared with me recently, there was this statement: “The assumption that there will always be a managed learning function”. I find that interesting to contemplate. If we ever get better about developing self-learning skills in school or university (ideally the former), could we eliminate the need for organizational courses?   E.g. will we still need L&D?

The notion is that once folks are better at self-learning, the reason for organized courses could fade. If schools start developing learn-to-learn skills, wouldn’t everyone be able to take responsibility for their own learning? Alternatively, could the role of L&D ramp down?

David Geary has been identified as a proponent of a distinction between evolutionarily different levels of learning. The idea as I comprehend it is that we’ve evolved to learn certain types of things. The flip side is those don’t include man-made constructs like mathematics, economics, and such. Thus, our learning to learn first has to develop abilities in these new domains. But that could happen.

And then there’s the notion of bootstrapping in a new domain. We start as novices in new domains, and those may be some organizational proprietary material. The domain’s likely built upon some predecessor concepts that may be familiar, but can a motivated and self-effective learner get this in a reasonable amount of time, or will they benefit from a learning experience?

If, of course, we extend L&D to support informal learning (and I suggest we should), there’s another opportunity. Until schools also develop effective communication and collaboration skills, L&D would be useful. There’s the further issue of creating a learning culture, too, where people share and cooperate. The predisposition could and should again be developed in schools, but until then…

And one final opportunity is facilitating communities of practice to become responsible for development paths, resource curation and creation, and documenting and developing ongoing domain expertise. There’s the facilitation role here for L&D until that time, but it could become part and parcel of community practice.

So, conceivably, there’s a future without L&D. That is, individuals, teams, and communities are effective self-learners. That day, I fear, is a long way off. Moving in that direction isn’t a bad move for L&D, because worries about performing oneself out of existence are premature. Schools haven’t been effective in uptake of learning science, and pressures have reduced the curricula to a limited (and misguided) core. Until then, asking “will we still need L&D” is a far-fetched question.

So I think the demise of L&D is up to L&D. What I mean is that L&D can be just about (ineffective) courses, or it can move into a more valuable position to the organization. And, if we’re clever, we’ll have found our own continuing value proposition to the org before the demise of our existing role.

Ultimately, I believe that a unit in the organization responsible for maintaining alignment with how we think, work, and learn will always have a role. We just have to put ourselves in that position. Viva la revolution!

 

Extreme Times

21 April 2020 by Clark 2 Comments

This was originally intended to be one of my Learning Solutions Mag columns (Quinnsights). Sadly, that platform is no longer an option. Guess this  is part of the extreme times! It’s a bit long for my usual posts, but I didn’t want it to go to waste.  

In 2004, I co-wrote a chapter with Eileen Clegg for Marcia Conner & James G. Clawson‘s Creating a Learning Culture book to accompany the event they held on the topic. Eileen‘s husband was doing research on ‘extremophiles‘, organisms that survive in extreme conditions, and we were looking at biomimetic inspiration from those mechanisms. Titled The Agility Factor, I think the lessons we wrote about are all the more important now in these extreme times.

Sure, at this point everyone is touting solutions for working and learning at home. With most of the population under some form of lockdown, there are a lot of prescriptions, to the extent there’s already a backlash! Even I‘ve been guilty. But here I want to talk a bigger scope than just learning. People are worried. Organizations are struggling.

At the time, our commentary was largely reacting to the crash of the internet bubble circa 2001. Times were tough, and organizations were wondering how to cope. Fast forward to 2020, and we‘re in even more dire circumstances. While then we had economic turmoil, now we‘re adding in a lethal disease. Uncertainly abounds. Our employees, our managers, our executives are all scrambling to make sense. And so, I thought it appropriate to revisit those lessons in this new era, and consider the technology/human intersection in these times.

Coping with Extreme Times

One of the main issues that contextualizes this conversation is that different organizations are at different places in their digital transformation. And, as I opined recently, it‘s about getting the culture right first.

It‘s easy to think of organizations that just haven‘t yet started using digital, and are faced with the need to change. They‘re going to struggle. There is a lot of guidance out there, but if you haven‘t got your mind around the technology, or what communication, collaboration, and learning are all about, there‘s more to it.

If you‘ve started with some experimentation, it should be easier. You‘ve tried out some things, and so you‘ve had some technology experience. You may well have tried and failed, but the knowledge from losses should be useful too! That‘s what a learning organization is all about.

Which means that another organization type that will struggle is the one that‘s rigidly hierarchical. One that‘s had all the thinking done up top, and filtered down. They may well have dictated technology practices, but they‘re likely more about making things more efficient. And so, trying to be effective at scale at distance is a different issue.

Instead, the organizations that thrive are those that are continually experimenting, learning, and moving forward. I reckon many folks are wishing they‘d tried out some things already, rather than scrambling. Of course, this is different not just quantitatively, but qualitatively, and that means we‘re going beyond just adaptation. We need to go big in extreme times!

Extremophiles

Across the globe, and presumably the universe, conditions vary from desiccating heat to crippling cold. Environments may have high toxicity owing to chemicals, salt, and more. And, as circumstances change, organisms need to adapt. And yet, life somehow exists in many of these circumstances. How? Through a variety of mechanisms. Not all are unique to extremophiles, but each is used and provides some insight. Here are the suite we talked about:

  • Ionic bonds: while all organisms have proteins connected by ionic bonds, extremophile organisms have more and stronger bonds.
  • Environmental monitoring: here, the organism is in tight coupling with the environment, the better to respond, though sometime the responses are unusual.
  • Heat-shock proteins: special proteins are released under threat to help protect other proteins.
  • Equilibrium: extremophiles can not only attempt to expel any toxicity, certain extremophiles work to neutralize the toxic element internally.
  • Symbiosis: certain organisms create unique relationships that allow them to mutually coexist in extreme conditions.

For each of these there are organizational corollaries that we can consider, and then we can look at how technology and learning & development can help. We need to go beyond the usual and think about how to do these in a big way.

Organizational Equivalents

How do translate these? There are not direct transfers, but inferences we can make. Just as organizations been using inspirations from animals to guide new thinking in products, here we‘re looking at inspirations for how to work together better. What do organisms that adapt to environmental extremes mean for organizations coping in extreme times?

First, strengthening the bonds is about building trust in the organization and believing in the organizational mission. First, of course, it‘s about connecting people, so that they care about one another. And having managers work as coaches, using data to improve folks, not censure them. Then, as Dan Pink, in Drive, helped us know, it‘s about connecting people to purpose. That means an organization has to have a meaningful purpose, one that people feel proud to align with. And everyone in the org needs to understand how their role contributes. Yes, this is all work, but the point is that these organisms invest extra effort to be able to withstand extraordinary conditions.

Environmental monitoring isn‘t new, as most organizations track market trends, competitive analysis, customer sentiment, and more. Here it means going further, with everyone being active in their community of practice and actively monitoring trends in related fields for implications to improve practice. The organization needs to be sensitive to what‘s happening in rich and deep ways. This has to not be done as a special operation, but permeate the organization.

Heat shock proteins suggest a proactive approach to trouble. One form is internal monitoring for problems. Health initiatives in the organization are not just promoting healthy behaviors, but also actively developing the skills to notice and watch out for your fellow employee. It‘s about caring enough to look for signs of struggle and reach out and try to help. In times like this, it‘s more, ensuring that as people face changes, they have support to understand, act differently, and persist until it becomes a new way of doing things.

Equilibrium is an interesting one that suggests taking in new ideas, trying them out, and seeing what they imply. Think “let‘s try it out and see how it‘s re-contextualized here and then what it might mean that we can do better”, not “that‘s not how we do it here”. It‘s about experimentation, and internalizing new ideas. It‘s got to be more than just copying (e.g. best practices), and going beyond to understand the underlying ideas and modifying them to work in this context (e.g. best principles).

Finally, symbiosis implies working with other organizations in a radically more integrated manner. Instead of just consuming things, you look at the practices that were instituted by Toyota. They looked at their supply chain partners and assisted them in becoming more effective and efficient. It‘s about radical cooperation.

L&D Technology Role

So, given that we‘re about eLearning, what‘s the role of technology here? At core, it‘s about communication. It‘s about moving to showing your work, including mistakes and lessons learned (always together).   And there are lots of ways to do this.

One of the most important steps is to have bosses, managers and executives, share their thinking. I know, it seems risky, but it builds trust. If ‘the boss‘ is willing to admit mistakes, it makes the environment feel safe. And that builds those bonds that will help an organization weather tough times.

It also means helping individuals develop active monitoring skills. There are tools that track outside news and filter it for particular interests. Everyone can tailor their own feed. And this is part of building your personal knowledge mastery. Everyone should be looking for new ideas to improve.

The new ideas need, of course, to be coupled with experimentation, such as equilibrium suggests. And this may involve collaboration to make it work. So collaborative tools are important to develop testing plans and evaluate outcomes. Building in an expectation of lessons learned, and having scheduled sharing events for these lessons, is a complement. And, if not digitally moderated, at least capturing and sharing the outcomes for others to learn from.

It‘s important also to support people in these new ways of working. Don‘t just expect them to get it, but build support into and/or around the tools. Don’t just train, but anticipate struggles and build support. And have support for unanticipated struggles! This also includes quick references about what to do when you‘re worried about someone or even yourself. This is the heat-shock approach of preventing breakdowns during the transitions.

And, of course, building a network that includes your partners along the supply chain is the symbiotic approach. It‘s about building a sharing community that can help them be better, and they can do the same for you. It‘s also about collaboration, working together on problems rather than casting blame. This builds bonds with them too!

The L&D role is to facilitate all this communication and collaboration. In extreme times, L&D is part of the solution. Continual learning is required, and building a strong framework for keeping people together to work and learn is critical. We’re increasingly learning that working together is better; bake that into your own operations!

Remote working expertise

14 April 2020 by Clark Leave a Comment

More and more, we’re working from home. This has important implications for organizations figuring out how to make that time productive. What are the best source(s) for remote working expertise? Here’re my recommendations.

I believe that applying the principles of cognitive science to how we think, work, and learn, is a good guide. There is lots known about how people are able to bring their best, alone and together. And, when that intersects with technology, we can find ways to equal, or surpass, existing workplace practices. We already know that many existing practices are contrary to the best outcomes, so this can be an inflection point. And, well, this is where I work and play. And yet, I’m certainly not the only; here are some more resources.

Two of my colleagues in the Internet Time Alliance (ITA) have expertise in working effectively. Jane Hart’s modern workplace learning, in particular, has useful guidance. While not specific to remote working, the principles generalize there very well. And Harold Jarche is one of the top thinkers about the intersection of work and learning. Increasingly work  is learning, and his frameworks including Seek-Sense-Share are apt. Particularly when you’re working more alone. Both have worked with organizations to improve outcomes. Charles Jennings does as well, personally, but a lot of his work currently is more on design methodologies and corporate strategy.

I’m also a fan of Mark Britz and his work in thinking through the social aspects of learning (he’s an ITA Jay Cross Memorial Award winner). He looks at how to build a meaningful community within organizations, and that’s a critical part of being able to maintain cohesiveness when you are not together all the time. Jane Bozarth’s work on social, as embodied in her book Show Your Work, is a great guide to some of the core principles to enable more effective working.

Then there’s the whole collection of independents at Change Agents Worldwide. With folks like Simon Terry, Helen Blunden, Marcia Conner, and more, all are folks who collaborate with organizations to work more effectively. (Helen and Marcia are recipients of the ITA Jay Cross Memorial Award as well.) The Change Agents mantra: “We believe the Future of Work will involve: working like a network, organizing like a network, leading like a network, and learning like a network.”

Then there are frameworks that make sense in this era of crisis. I’m a fan of Dave Snowden’s Cynefin framework talks about how to deal with different states of order. (Harold uses it a lot too.) The Community Maturity Model also can provide guidance about building effective work relationships. I immodestly like our ITA Coherent Organization framework as well.

I’m sure there are more good resources, but these are some ways to think about remote working expertise that I think stand up to scrutiny. I welcome your suggestions.

Interesting times

17 March 2020 by Clark Leave a Comment

It was when I was living in Australia that I first heard the apocryphal Chinese curse “may you live in interesting times.” And, I have to say, the going’s gotten weird. A few reflections on the situation, all of course related to COVID-19.

I wrote some months ago about my spring schedule. And, well, as you might’ve guessed, things have changed. My trip to Boston has been postponed for a year (I’ll be giving a webinar for ATD NE).   I had added a trip to Brazil in May, which I’d yet to tell you about since they hadn’t gotten a page up, but…it’s been postponed.   And my trip to Belgium in June? Not feeling optimistic. (And this isn’t good, personally. As an independent, it’s gigs that pay the way. Need some remote work?)

Remote, because the entire SF Bay Area, where I live, is now on ‘stay home’ mode as of midnight last night.   Only essential services and travel are on. Of course work-based travel is acceptable, but right now, no one wants to meet in person. And there’s actually a good reason for this…

Curve below health system capacity if we take precautionsThis is a really wonderful diagram (ok, my poor rendition of it). It is the clearest depiction of the argument to take extraordinary measures. Simple, elegant. Our health system aims to cope with average levels of problems. We’re talking considerably more than that. This diagram, and the associated label “flattening the curve” really conveys the need for action. But this has really helped convey the necessity. I am using an adaptation to make the case for Community Emergency Response Team, a training initiative I’m engaged in. Which is also postponed.

I worry about much more, of course. We’ve seen weird behaviors (stockpiling toilet paper, an unsymptomatic response), as well as good ones (elbow bumps for greeting). Everyone,  and I mean everyone, is weighing in on how to design learning online and how to work remotely. I wasn’t going to, but an editor for one of my columns asked. I at least got agreement to not just talk the basics, but about using the opportunity to rethink.

My biggest concern is the impact on people’s lives! Folks’ livelihoods are at risk. There’s a lot of financial activity that’s not going to be happening (dining, for instance). The implications for many people – diminished income, mortgages or rent unpaid – are a concern. One interesting aside that a colleague noticed: there’s likely to be many more people who know what good hand-washing means now.   Please do learn it!

The main thing is to stay safe, for your sake and others. There’s a segment of the population that’s at higher risk, and that’s who we’re needing to help. And keep the need within capacity. We’re not only not equipped, but not supplied, to meet the possible demand when we don’t do enough.

I hope to see you at the other end of this, but stay tuned for all sorts of interim initiatives. We’re living in interesting times, and it’s an opportunity to be innovative, resilient, and humane. Here’s hoping that we become better as a consequence.

More Myths-Based Marketing

18 February 2020 by Clark 3 Comments

Is it the rising lack of trust in what anyone says? Have we turned into a society where any crazy marketing works? It certainly seems that way. It was only a couple of weeks ago I went on a rant, and yet, here we are again. A new twitter account (*not without controversy) @badlearning, has started taking on posts citing myths. And one caught my attention (not least because the stream mentioned the myths book ;). It got interesting when the marketing manager responded. Yet, I still will argue that it’s just more myths-based marketing.

*For context, it quickly got noticed amongst my colleagues. One colleague wasn’t sure that confronting myths was the appropriate approach. The particular issue (as several of us do that) was the anonymity of the poster. And blatantly calling out the flaws. You’ll note I don’t point to the perpetrator, just the error. I’m not going down the path of determining right or wrong, as I can see the concern, but also the potential for harm…  For full disclosure.

Digital Natives/Generations (& Goldfish) Myths

The post in question was announcing a new initiative, specifically “nano-learning” to address the new generation with a plan for “digital native advancement”. And, to my surprise when I chased the links, they pointed to Pew Research Center data. Which I generally think of as a reputable group. And, they have their categorizations defined, and used Census data as a basis to do the analysis.

One problem arises in their definitions of generations. Their bands (e.g. 1965 to 1980 for Gen X) aren’t constant across different proposals for generations!  How can you be claiming results for a group when there are fuzzy boundaries? I can create arbitrary boundaries and likely find differences.

And it’s also trying to define a category when it’s a continuum. One piece of data says the new generation will be more mixed. But isn’t that just a trend? Isn’t the US population becoming more diverse? Why try to attach it to a generation? What good does that do? Yes, our brains do want to categorize, but that doesn’t make it right. (See below.)

The other data is more problematic. For one, they refer to their own previous post. Um, er…And another admits it’s a marketing intelligence company. Like they have no vested interests in finding divisions they can promote and prosper from. Ahem. There’s even a post from Inc. that cites the goldfish myth, which has been shown to have been misapplied data. And they’re making that claim too, as the basis of ‘nano learning’!

But also there’s a presentation with a bunch of data but it doesn’t serve to differentiate between generations. It just says things like “young folks want to go overseas”. Without noting whether that’s different than previous generations. On the other hand, that source says that more Gen Z’s than Gen Y want to start their own business. But isn’t that likely to be a trend, too?

And…a representative of the organization weighed in: “I’m not sure I agree with you on all elements. Just like any generation shift in History, the new one has its own codes and vision of the world”. Er, that would be ‘no’. The problem is  assuming the generations proposal, and working from there. The notion is fundamentally flawed. There’s so much variability in context, that it’s not neatly carved out that way. This is just more myths-based marketing.

Learning Styles myth

Just to add to the rant, another post called out by the same twitter account talked about the 65% of learners being visual. And that’s learning styles, but it turns out to be a whole separate myth as well. There’s a story, of course.

Tracked back by Jo Cook, the 65% figure has been retracted by the originator (much like the 7-38-55 myth). Yet it continues to appear. Not least by marketers pushing visual solutions.  She points out that you can’t trust Forbes. There’s a cite, and it turns out  that  article goes down a rabbit hole of cascading web cites, ultimately leading to the now retracted claim, which isn’t really even in the data!

And, really, it’s a learning styles issue, because this is talking about how you learn. Which has been debunked. It’s not that learners don’t differ, it’s just that they vary so much by context (what/how/where/why/when they’re learning).  And, there’s no evidence that adapting learning to learners is better.

Interestingly, the post author justified (not to me) the claim thusly: “Since you have never run a training dept/division or L&D or taught at uni, I. E. Never been in the real world and seen it in action, then you shouldn’t hide behind articles. I talked to other L&D and training execs and ID execs they all agreed with LS situational.” Um, I have taught at uni, and have a Ph.D. in cog psych. And I’ve researched this. As has Jo. And it’s wrong. And all the anecdotes from people (some who may have invested and thus have a vested interest in it being true), doesn’t change that.

Empirical research is tested on the real world. The problem with these things  is, specifically, that it ‘feels right’. But it’s not. Worse, it’s harmful. It’s myths-based marketing again.  And  it’s not that we might not eventually be able to identify learning styles, but right now we can’t. And, we have a better basis for decisions anyway.

Avoiding myths-based marketing

There are many flaws in what’s transpired here.  People are using bad sources, not researching, and making claims that justify their work. Which doesn’t make it right.

For one, they’re suffering from confirmation bias. That’s when you only look for data that agrees with what you want to believe. Here, there’s  robust counter-evidence.

And they’re not using good sources. Just because someone claims something and has a link, that doesn’t count as good evidence. Anecdotes  can be data, but triangulation helps. As does aggregation and assessment of alternatives.

And the reasoning  about  the data is flawed. For instance, we can create artificial boundaries, and cite trends. So, X has been going up steadily for Y period. I could break Y into two pieces, and say that the second period has a higher average X than the previous period, and therefore the two periods are different. But it’s a continuum. It’s artificial and arbitrary.

We need to do better, as an industry. You don’t see executives using astrology to plot business plans. You don’t see product managers using alchemy to determine the next market offering. We have to stop using pseudo-science, and start using the results of research on learning. We need to avoid more myths-based marketing. Please!

 

Signifying change

14 January 2020 by Clark Leave a Comment

I have a persistent interest in the potential for myth and ritual for learning. In the past I sought a synthesis of what’s known as good practice  (as always ;) in an area I don’t have good resources in. When I looked over 10 years ago, there wasn’t much. That’s no longer the case. There is now quite a bit available about signifying change with ritual.

Myth, here, is not about mistaken beliefs, but instead are stories that tie us to our place in the universe. Every culture has had its origin story, and typically stories that explain the earth, the sky, and more. Ritual is a series of repeated behaviors that signify your belief in those stories. And when you look at prayer, and transition ceremonies, you see how powerful these behaviors are in shaping behavior. Can we leverage this power for learning?

Barbara Myerhoff opined that ritual worked because your body bought into it before your mind did. Thus, the repeated behaviors build a ‘muscle memory’ that supports your purpose. And agreeing to perform the ritual at all is an implicit complicity in the story behind the ritual. Finally, having others also performing or having performed the ritual builds a social commitment.

There’s clear power, but can we do it systematically? The sources at the bottom suggest we can. My synthesis says the answer is yes. There are two important distinctions. One is whether it’s individual or collective. Are we having a single person commit, or having a group commit? In the former, they may be becoming a member of the community, but it’s about changing personal behavior regardless. In the latter, it’s about someone becoming a member of a group of practitioners. (And, to be clear, here I’m talking secular change.)

The other distinction is the scope of the change. Is this a small personal change, or is this a switch to an entire system of belief? Are we helping someone be more productive, or asking them to buy into our organizational culture? If we want to  transform people, signifying the change seems important.

Wwhat makes effective ritual is having a behavior that indicates allegiance to a system of belief. It’s essential that the behavior  signifies the change in some way.  It might be a part of the actions that the new desired change incorporate. So you mimic rolling out dough to cement your understanding of baking. Or it might be an iconic representation of some aspect of the belief, so drinking something specific as preparation.

The actual structure is suggested to be some initiating occurrence, like another instance (new client), or a particular time of day. Then there’s a process to be followed, typically with a preparation, a behavior, and a closing.

As usual, the process includes identifying the necessary elements, prototyping, testing, and iterating. Does it work with the audience, does it feel authentic, is it easy to do, are some of the questions to ask.

The materials I’ve found suggest ritual can be helpful. Two obvious roles are to successfully acknowledge their new status and/or sustain necessary mindsets and practices. When people have transformed, we want to acknowledge the change. And we want to help them continue to maintain and develop the new ability. Signifying change is an important component. We should be intentional about making that happen.

Three pointers:

How to design team rituals to accelerate change

Crafting effective ritual

Introducing Ritual Design (and more from the Ritual Design Lab here)

 

Cultural Comment Shift

19 November 2019 by Clark 2 Comments

I’ve been blogging now for over a decade, and one thing has changed. The phenomena is that we’re seeing a cultural comment shift; comments are now coming from shared platforms, not directly on the site. And while I try not to care, I’m finding it interesting to reflect on the implications of that, in a small way.

When I started, people would comment right on the blog. It still happens, but not in the way it used to. It wasn’t unknown for a post to generate many responses right in the post. And I liked that focused dialog.

These days, however, I get more comments on the LinkedIn announcement of the post rather than the post itself. And I don’t think that’s bad, it’s just interesting. The question is why.

I think that more and more, people want one place to go. With the proliferation of places to go: from Facebook and Twitter and LinkedIn to a variety of group tools and Instragram and Pinterest and…the list goes on. People instead are more likely to go where others are.

And that makes it increasingly easy to just view and comment in a place where I already am. And since that’s possible, it works. I wish I could automatically post directly to LinkedIn, but apparently that’s not of interest (APIs are a clear indicator of intent).

I think the lesson is, as I was opining about elsewhere, is to go where people are. Don’t try to set up your own community if you can get people to participate where they already are. Of course, that also implies having good places to go. We’re seeing certain platforms emerge as the ‘go to’ place, and that’s OK, as long as they work. The cultural comment shift is merely an indicator of a bigger cultural shift, and as long as we can ride it, we’re good.

On building trust

14 November 2019 by Clark 2 Comments

My post last week was on trust, and it triggered a question on LinkedIn: “Do you have any tips, processes, models, suggestions, etc. for building trust within a team?”  And while I wrote a short response there, I thought it would be worth it to expand on it.  So here’re some thoughts on building trust.

First, there was a further question: “You mentioned that it started with credentials. For example, did you all take turns going around and introducing yourselves?” No, it wasn’t introducing ourselves. Potential new candidates are scrutinized in a call, so existing members are aware of new members’ capabilities. In my case, I looked them up, or more usually their activities emerged in conversation. It develops authentically.

The most important thing was that there were activities underway, and people were contributing in an open, constructive, non-personal way.  There’s a focus on reinventing the organization, and an important activity underway was using the Business Model Canvas as a framework to explore opportunities. The activity was led by one of the team whose experience became abundantly clear, for example.

There also was acknowledgement of others’ contributions. Conversations would reference and build upon what others said. It was an implicit ‘yes and’, but also an occasional ‘but what about’.  That is, we were free to present alternative viewpoints. Sometimes they resolve and other times it’s ok to leave them hanging in the moment. The only agenda is the common good.

One critical element is that the leaders are very unassuming and solicitous of input, as well as sharing lessons learned. There is a lot of sharing of experience, connections, and more. There’re also personal notes about travel, concerns, and more. It’s very ‘human’.

It quickly was obvious that the group was a safe place where people had a shared goal but were also diverse. We’re diverse in geography, race, gender, and role, which forms a strong basis for good outcomes.  The culture’s established, and we naturally align. As Mark Britz says, we follow the systems, but they’re right from the start.

It goes back to the learning organization dimensions, particularly the environment: open mind, valuing diversity, time for reflection, and psychological safety. When it’s lived, it works. And that’s what’s happening. When you’re focused on building trust, get the culture right, and the rest follows.

 

Theory or Research?

17 July 2019 by Clark Leave a Comment

There’s a lot of call for evidence-based methods (as mentioned yesterday): L&D, learning design, and more. And this is a good thing. But…do you want to be basing your steps on a particular empirical study, or the framework within which that study emerged? Let me make the case for one approach. My answer to theory or research is theory. Here’s why.

Most research experiments are done in the context of a theoretical framework. For instance, the work on worked examples comes from John Sweller’s Cognitive Load theory. Ann Brown & Ann-Marie Palincsar’s experiments on reading were framed within Reciprocal Teaching, etc. Theory generates experiments which refine theory.

The individual experiments illuminate aspects of the broader perspective. Researchers tend to run experiments driven by a theory. The theory leads to a hypothesis, and then that hypothesis is testable. There  are some exploratory studies done, but typically a theoretical explanation is generated to explain the results. That explanation is then subject to further testing.

Some theories are even meta-theories! Collins & Brown’s Cognitive Apprenticeship  (a favorite) is based upon integrating several different theories, including the Reciprocal Teaching, Alan Schoenfeld’s work on examples in math, and the work of Scardemalia & Bereiter on scaffolding writing. And, of course, most theories have to account for others’ results from other frameworks if they’re empirically sound.

The approach I discuss in things like my Learning Experience Design workshops is a synthesis of theories as well. It’s an eclectic mix including the above mentioned, Cognitive Flexibility, Elaboration, ARCS, and more. If I were in a research setting, I’d be conducting experiments on engagement (pushing beyond ARCS) to test my own theories of what makes experiences as engaging and effective. Which, not coincidentally, was the research I was doing when I  was  an academic (and led to  Engaging Learning). (As well as integration of systems for a ubiquitous coaching environment, which generates many related topics.)

While individual results, such as the benefits of relearning, are valuable and easy to point to, it’s the extended body of work on topics that provides for longevity and applicability. Any one study may or may not be directly applicable to your work, but the theoretical implications give you a basis to make decisions even in situations that don’t directly map. There’s the possibility to extend to far, but it’s better than having no guidance at all.

Having theories to hand that complement each other is a principled way to design individual solutions  and design processes. Similarly for strategic work as well (Revolutionize L&D) is a similar integration of diverse elements to make a coherent whole. Knowing, and mastering, the valid and useful theories is a good basis for making organizational learning decisions. And avoiding myths!  Being able to apply them, of course, is also critical ;).

So, while they’re complementary, in the choice between theory or research I’ll point to one having more utility. Here’s to theories and those who develop and advance them!

Working virtually

18 June 2019 by Clark Leave a Comment

Of late, I’ve been involved in two separate initiatives that are distributed, one nationally, one internationally. And, as with some other endeavors, I’ve been using some tools to make this work. And, finally, it really really is. I’m finding it extraordinarily productive to be working virtually.

In both endeavors, there’s trust. One’s with folks I know, which makes it easy. The other’s with folks who have an international reputation for scholarly work, and that generates an initial acceptance. Working together quickly generates that.

Working

The work itself, as with most things,  comes down to communication, collaboration, and cooperation. We’ve got initiatives to plan, draft, review, and execute. And we need to make decisions.

We’re using one social media tool to coordinate. In both cases, we’re using Slack as the primary tool for asynchronous communications. We’re setting up meetings (sometimes with the help of Doodle), asking questions, updating on occurrences, and sharing thoughts.

We’re using different tools for synchronous sessions. In one, we’re using Zoom, Blue Jeans in the other. I like Zoom a bit better because when you open the chat or the list of participants, it expands the window. In Blue Jeans, it covers a bit of the screen. Both, however, handle video streams without a problem.

And, for both, we’re using Google tools to create shared representations. Documents, and occasionally spreadsheets, mostly. I’m experimenting with their draw tools; while they’re not as smooth as OmniGraffle, they’re quite robust. It’s even fun to be working together watching several of us editing a doc at the same time!

There are always the hiccups; sometimes one or another can’t attend a meeting, or we lose track of files, but nothing that doesn’t plague co-located work. One problem that’s unique is those folks who aren’t regular users of one or the other tools. But we’ve enough peer pressure to remedy that. And, of course, these are folks who are in tech…

Reflecting

One key element, I think, is the ‘working out loud’. It’s pretty easy to share, and people do. Thinking is largely out in the open. There’re subcommittees, for instance, that may work on specific issues, and some executive discussions, but  little you  can’t see.

And we’re unconsciously working in, and consciously working on, a desirable learning culture. We’re sharing safely, considering ideas fairly, taking time to reflect, and actively seeking diversity. We experiment, and we do serendipitously review our practices (particularly when we onboard new folks).

Most importantly, this is beginning to not only feel natural, but productive.  This  is the new world of work. Using tools to handle collaboration, coordination, and cooperation (the 3 c’s?).  We’re working, and evolving too!

And, a key learning for me, is that this doesn’t preclude being co-located. Though I wonder if that would actually hurt, since hallway conversations can progress things but there’re no trails. Unless, I suppose, if you commit to immediately capture whatever emerges. That’s a cultural thing.

This working virtually is a direction I think will be productive for organizations going forward. It’s social, it’s augmented, and it’s culturally sound. It’s not to say that I won’t welcome the chance to be co-located with these folks at some point. There might even be hugs between folks who’ve never met before (that happens when you interact in a safe space online). But the important thing is that it works, well. And what else needs to be said, after all?

 

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