strategy Archives - Learnlets

Quip: Learning & Development

5 June 2018 by Clark 3 Comments

I’ve used this quip quite a bit, as it’s essentially the rationale for the Revolution book. And I want to make clear what I’m saying, and then qualify it. It’s about the state of Learning & Development, and sums up one perspective fairly succinctly:

L&D isn’t doing near what it could and should be, and what it is doing it’s doing badly. Other than that, it’s fine.

It’s meant to be a little flip and ‘in your face’, but it’s because I think there’s such potential for L&D! This is my way of characterizing the situation that might spark some reflection, and even action.

L&D is, largely, about courses. And unfortunately, too often they’re about content-dump, and an experience that will rank highly on a smile sheet. Which is historically understandable, but scientifically bereft. Compliance aside (and here’s to a competency shift, away from ‘1 hour / year’ or whatever other time-based basis we might find), our courses should be focused on applying knowledge to meaningful tasks, and meaningful feedback. Sufficient, varied, spaced, and deliberate practice! Of course this isn’t everyone’s L&D, but it certainly appears to be all too present.

The second thing is that L&D could be so much broader! If we’re really worry about organizational performance and continuing improvement (why I suggest L&D should shift to P&D, performance and development), we should do more. Performance support, for instance, should be under the purview of L&D. Otherwise it gets left to chance or those who don’t have the necessary background.

And, then there’s coaching. Recognize that learning takes time, and that we need to continue development beyond the classroom. Thus, coaching’s critical to continued improvement. Again, L&D has a role to play here: developing coaching skills, providing guidance, and tracking.

Then we go beyond formal learning: optimizing the ongoing learning in individuals, teams, and communities. This is organizational learning! There’re processes for individual improvement like PKM, team processes like brainstorming, and community interactions. Leaving these to chance is a mistake, as we can’t assume these skills.

And the outcomes of helping the organization get better beyond the course are big. Not just individual learning, but the organization is learning faster. And that’s a necessity for success, going forward. In short, there’s a lot L&D could be doing that would help the organization that it’s missing now.

Now, complaining as my statement does isn’t necessarily useful, unless it’s constructive, and the point is that we have very comprehensive and specific things we know about doing better. By this quip I don’t mean to criticize; I want to inspire action and improvement. So here’s to revolutionizing L&D. I hope you’ll join us!

Services

31 May 2018 by Clark Leave a Comment

From time to time, it’s worth a reminder that Quinnovation (the firm behind the blog) is available to help you. Here are the services you can look to from me, in case you want to accelerate your success.

And a wee bit of self-promotion: if expertise comes from years of practice, how about 3+ decades of investigating the breadth and depth of learning & performance, and exploration of technology support? Why not get assistance from where the thinking originates, not the several-steps away diluted version?

Consulting:

Learning Design: are your design processes yielding the outcomes they should and need to? I have worked with many organizations to generate or tighten learning design processes to reflect learning science (not myths). I recognize that most organizations can’t completely revamp their approaches, so I look to the small changes with the biggest impact. A white paper talks about this.

Performance Ecosystem Strategy: are you leading your organization forward in learning (read: innovation) or are you still taking orders for courses? Based on the book, I’ve helped a number of organizations understand the full spectrum of possibilities, evaluate their situation, and prioritize short-, medium-, and long-term steps. Another white paper talks about this.

Games & Mobile: I’ve helped a number of organizations get their minds, strategies, and design processes around mobile and/or games, based upon those books.

Workshops

Want to get your team up to speed on learning science, strategy, games, mobile, or more? I have workshops on each that are interactive, engaging, and effective. Preferably, they’re coupled with followup to extend the learning (applying the learning science), and that can be done in a variety of ways.

Presentations

A number of organizations around the world have booked me to speak to their audiences. They have been about the subjects of my books, or the future of learning technology in general. And have indicated they were quite satisfied with the result ;). If you want a credible, engaging presenter around intelligence augmentation, I’m a candidate.

Writing

In addition to books, I write white papers, blog posts, and articles for others. I could do the same for you.

Coaching

If you’re a learning leader that would like assistance over time addressing your organization’s needs, it would certainly be worth a conversation. I haven’t done this formally, but it seems like a natural extension.

And, of course, there are combinations of these services as well. You can find out more at the official Quinnovation site. Next week we return you to your regularly scheduled blog at this same channel.

Nuances Matter

30 May 2018 by Clark Leave a Comment

I’ve argued before that the differences between well-designed and well-produced learning, and just well-produced learning, are subtle. And, in general, nuances matter. So, in my recent book, the section on misconceptions spent a lot of time unpacking some terms. The goal there was ensuring that the nuances were understood. And a recent event triggered even more reflection on this.

Learnnovators, a company I’ve done a couple of things with (the Deeper eLearning series, and the Workplace of the Future project), interviewed me once quite a while ago. I was impressed then with the depth of their background research and thoughtful questions. And they recently asked to interview me on the book. Of course, I agreed. And again they impressed me with the depths of their questions, and I realized in this case there was something specific going on.

In their questions, they were unpacking what common concerns would be about some of the topics. The questions dug in to ways in which people might think that the recommendations are contrary to personal experience, and more. There were very specifically looking for ways in which folks might think to reject the findings. And that’s important. I believe I had addressed most of them in the book, but it was worth revisiting them.

And that’s the thing that I think is important about this for our practice. We can’t just do the surface treatment. If we just say: “ok we need some content, and then let’s write a knowledge test on it”, we’ve let down our stakeholders. If we don’t know the cognitive properties of the media we use, don’t sweat the details about feedback on assessment, don’t align the practice to the needed performance, etc., we’re not doing our job!

And I don’t mean you have to get a Ph.D. in learning science, but you really do need to know what you’re doing. Or, at least, have good checklists and quick reference guides to ensure you’re on track. Ideally, you review your processes and tools for alignment to what’s known. And the tools themselves could have support. (Ok, to a limit, I’ve seen this done to the extent of handcuffs on design.)

Nuances matter, if you care about the outcomes (and if you don’t, why bother? ;). I’ve been working on both a checklist and on very specific changes that apply to various places in design processes that represent the major ways folks go wrong. These problems are relatively small, and easy to fix, and are designed to yield big improvements. But unless you know what they are, you’re unlikely to have the impact you intend.

Context is key

29 May 2018 by Clark 1 Comment

Workflow learning is one of the new buzzphrases. The notion is that you deliver learning to the point of need, instead of taking people away from the workflow. And I’m a fan. But it’s not as easy as it sounds! Context is a critical issue in making this work, and that’s non-trivial.

When we create learning experiences, typically we do (or should) create an artificial context for learners to practice in. And this makes sense when the performance has high consequences. However, if people are in the workflow, there is a context already. Could we leverage that context for learning instead of creating one? When would this make sense?

I’d suggest that there are two times workflow learning makes sense. For one, if the performers aren’t novices, this becomes an opportunity to provide learning at the point of need to elaborate and extend learning. Say, refining knowledge on sales, marketing, or product when touching one of them. For another, it would make sense if the consequences aren’t high and the ease of repair is easy. So, sending on a workpiece that will get checked anyways.

Of course, we could just do performance support, and not worry about the learning, but we can do that and support learning as well. So, having an additional bit of learning content at the right time, whether alone or in conjunction with performance support, is a ‘good thing’. The difficulties come when we get down to specifics.

Specifically, how do we match the right content with the task? There are several ways. For one, it can just be pull. Here the individual asks for some additional help and/or learning. This isn’t completely trivial either, because you have to have a search mechanism that makes it easy for the performer to get the right stuff. This means federated search, vocabulary control, and more. Nothing you shouldn’t already be worrying about for pull learning anyways, but for the record.

Second, you could do push. Here it gets more dicey. One way is to have content tied to specific instances. This can be hand done as some tools have made possible. That is, you instrument content with help where you find, or think, it could be needed. The other way is to be smart about the context.

And this is where it gets complicated. For such workflow learning to work, you really want to leverage the context, so you need to be able to identify the context. How do you know what they’re doing? Then you need to map that context to content. You could use some signal (c.f. xAPI) that tells you when someone touches something. Then you could write rules that map that touch to the associated content. It might even by description, not hardwired, so the system’s flexible. For instance, it might change the content depending on how many times and how recently this person has done this task. This is all just good learning engineering, but the details matter.

Making workflow learning work is a move towards a more powerful performance ecosystem and workforce, but it requires some backend effort. Not surprising, but worth being clear on.

Real (e)Learning Heroes

24 April 2018 by Clark Leave a Comment

While there are people who claim to be leaders in elearning (and some are), there is another whole group who flies under the radar. These are the people who labor quietly in the background on initiatives that will benefit all of us. I’m thinking in particular of those who work to advance our standards. And they’re really heroes for what they’ve done and are doing.

The initial learning technology standards came out from the AICC. They wanted a way to share important learning around flight, an area with a big safety burden. Thus, they were able to come together despite competition.

Several other initiatives include IEEE (which is pretty much the US based effort on electric and electronic technology standards to the international stage), and the IMS efforts from academia. They were both working on content/management interoperability, when the US government put it’s foot down. The Department of Defense’s ADL initiative decided upon a version, to move things forward, and thus was born SCORM.

Standards are good. When standards are well-written, they support a basis upon which innovation can flourish. Despite early hiccups, and still some issues, the ability for content written to the standards to run on any compliant platform, and vice versa, has enabled advancements. Well, except for those who were leveraging proprietary standards. As a better example, look how the WWW standard on top of the internet standards has enabled things like, well, this blog!

Ok, so it’s not all roses. There are representatives who, despite good intentions, also have vested interests in things going in particular directions. Their motivations might be their employers, research, or other agendas. But the process, the mechanisms that allow for decision making, usually end up working. And if not, there’s always the ADL to wield the ‘800 lb gorilla’ argument.

Other initiatives include xAPI, sponsored by ADL to address gaps in SCORM. This standard enables tracking and analytics beyond the course. It’s no panacea, but it’s a systematic way to accomplish a very useful goal. Ongoing is the ICICLE work on establishing principles for ‘learning engineering’, and IBSTPI for training, performance, and instruction. Similarly, societies such as ATD and LPI try to create standards for necessary skills (their lists are appendices in the Revolution book).

And it’s hard work! Trying to collect, synthesize, analyze, and fill in gaps to create a viable approach requires much effort both intellectual and social! These people labor away for long hours, on top of their other commitments in many cases. And in many cases their organizations support their involvement, for good as well as selfish reasons such as being first to be able to leverage the outputs.

These people are working to our benefit. It’s worth being aware, recognizing, and appreciating the work they do. I certainly think of them as heroes, and I hope you will do so as well.

New and improved evaluation

10 April 2018 by Clark 6 Comments

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

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

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

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

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

P&D Strategies

4 April 2018 by Clark 1 Comment

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

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

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

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

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

No all-singing all-dancing solution

3 April 2018 by Clark 1 Comment

I was pinged on LinkedIn by someone who used the entrée of hearing me speak in next week’s Learning Solutions conference to begin discussing LMS capabilities. (Hint: they provide one.) And I thought I’d elaborate on my response, as the discussion prompted some reflections. In short, what are the arguments for and against having a single platform to deliver an ecosystem solution?

In Revolutionize Learning & Development, I argue for a Performance & Development ccosystem. The idea is more than courses, it’s performance support, social, informal, etc. It’s about having a performer-centric support environment that has tools and information to hand to both help you perform in the moment and develop you over time. The goal is to support working alone and together to meet both the anticipated, and unanticipated, needs of the organization.

On principle, I tend to view an ‘all singing all dancing’ solution as likely to fail on some part of that. It’s implausible that a system would have all the capabilities needed. First, there are many functionalities: access to formal learning, supporting access to known or found resources, sharing, collaborating, and more. It’s unlikely that all those can be done well in one platform. Let alone, doing them in ways that matches any one organization’s ways of working.

I’m not saying the LMS is a bad tool for what it does. (Note: I am not in the LMS benchmark business; there are other people that do that and it’s a full time job.) However, can an LMS be a full solution? Even if there is some capability in all the areas, what’s the likelihood that it’s best-of-breed in all? Ok, in some small orgs where you can’t have an IT group capable of integrating the necessary tools, you might settle for working around the limitations. That’s understandable. But it’s different than choosing to trust one system. It’s just having the people act as the glue instead of the system.

It’s always about tradeoffs, and so integrating best-of-breed capabilities around what’s already in place would make more sense to me. For instance, how *could* one system integrate enterprise-wide federated search as a stand-alone platform? It’s about integrating a suite of capabilities to create a performer-centric environment. That’s pretty much beyond a solo platform, intrinsically. Am I missing something?

Return on Wisdom

20 March 2018 by Clark Leave a Comment

In the early days of the internet, I had a chance to read one of the early translations of The Japan That Can Say No. The point I took away was the critique of short-term decision making driven by the need for shareholder returns. I was pondering this the other day, as I wondered how organizations can look to make longer-term investments. And it led me to ponder the question of what the return is on wisdom.

So, the book was a sensation. At the time, the rumor was that it was written by two top Japanese. It wasn’t released in English, but instead was illicitly translated because of the scandalous claims. Still, I thought the assessment of the problems with derivative financing and efficiency approaches were apt. Are these approaches wise?

I use the term wisdom because I think we can, and need to, go beyond ‘smart’. I was pursuing my own quest to transcend what I do, and came upon a nice view of wisdom from Sternberg. This one argues that we should make decisions with both short- and long-term views, for not just us and ours, but for all people, with an explicit consideration of the value that we are following. Ok, so I’m a native Californian, but I don’t see a problem with this view. Smart is ‘in the moment’, wise is looking at the bigger picture.

I ponder this in the context of organizations continually looking to reduce costs through expediency. As an alternative, they could be looking at longer term approaches that help them get their workforce more intrinsically engaged. Does outsourcing and layoffs end up being more costly than investing in better leadership and culture?

There are some answers. Laurie Bassie’s research found that there was a correlation between high scores on handling people and business results. Similarly, Towards Maturity finds that companies with good L&D practices are more likely to be successful. It’s not surprising. When you provide meaningful work with enablement to succeed, you’re aligning the elements to succeed. It’s a path to a coherent organization. And, like with light, it’s more powerful.

There are arguments to move in wise directions. It may be hard if you’re driven by the need to produce short-term returns. Still, it’s the wise thing to do.

Warning: Snake Oil

13 March 2018 by Clark 1 Comment

So this just appeared in my email this morning. Can you tell what’s wrong?

“The next generation of L&D is here. Millennials are quickly becoming the majority of the world’s workforce. They will need training to become successful leaders. But, because they’ve grown up with mobile devices and digital technologies, they learn differently than previous generations. A solid understanding of millennial learning styles will help you create effective training programs.”

Dr Shmoos snake oil

Yep, snake oil. We’ve hit the myth jackpot! How many can you spot? This is the type of stuff marketers come up with that you can’t fight if you don’t know our brains (and more). So let’s take it apart, shall we? (This is so much fun!)

First, ‘next gen of L&D‘. Um, maybe. I don’t see things being done all that differently. It’s more evolution than revolution (despite my exhortations to the latter ;). Still, no real myth yet.

Next, ‘millennials‘. And, yes, we have a winner! The evidence says that there’re no meaningful differences between generations. And if you think about it, it’s much more a continuum than discrete separations. It may be convenient, but it undermines people’s individuality. It’s really a mild form of age discrimination, dealing with people by the year they’re born instead of their unique circumstances. So, we’ve got our first myth. How much would you pay for this? But wait, there’s more!

Need ‘leadership training’? Er, yeah, so does pretty much everyone. Some folks may get there naturally, but that’s not the way to bet. Moving on…

‘Learn differently’ because of growing up digital. This is the ‘digital natives’ story and the ‘digital learning’ story. And both have been debunked. Turns out that folks who’ve grown up with digital technology aren’t necessarily any better at it. They don’t do better searches, for instance. They may be more comfortable, but that’s not what the claim is. Again, this is sort of discrimination, categorizing people by their environment rather than their individual capability.

And, there’s the story that we’re now learning in fundamentally new ways. Er, not. Our brains haven’t evolved that fast. We still need sustained and varied retrieval practice and feedback. No ‘knowledge downloads’ yet. So here we have two, two, two myths in one! (Throwback: who recognizes the reference?) Keeping count? We’re up to three. Now how much would you pay? But wait, there’s still more!

‘Learning styles’. Ow! The zombie that won’t die; kill it, kill it! Back to the evidence: there’s no meaningful and reliable instrument to measure styles, so you couldn’t identify them. And there’s no evidence that adapting to them helps either (which is implicit). So really, this is two more myths! Wow, 5 myths in one paragraph. You’d be hard pressed to do better on purpose!

I worry who might fall prey to this marketing campaign. I hate to tell you this, but there’s no there there. You’d be far better off putting your effort in improving your learning design than buying into this misguided and misleading effort. If you want help with that, let me know (that’s what I do!), and there are plenty of resources (c.f. the Serious eLearning Manifesto).

Folks, my book on myths is coming out at the end of April. You can be prepared to defend yourself for the cost of just a few coffees. And, you can pre-order it now. Our industry needs to get onto a proper basis. This is one small step, but one that needs to be taken.