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Clark Quinn’s Learnings about Learning

Meta-Learning Manifestations

5 January 2016 by Clark Leave a Comment

I recently mentioned that one of my reflections on the past year was that learning to learn, aka meta-learning, is emerging.  And this has come about in several ways recently, and I think it’s a relatively ‘meta’ thing to do ;) to look at the principles across these areas.

So, yesterday I was talking with a colleague about libraries. And one of the things that I noted was that in talking about the future of libraries, I hadn’t discussed a particular role they could and should play.  The reflection was that even in the future role, librarians are more than just the conduits to the information (or people or equipment), but also demonstrating  how they served that role. That is, don’t just show me the results of the search, show me how you thought about the search, and why you chose the search tool you used, and how you created your query, and…

And he assured me that indeed librarians were being taught this. Moreover,  at San Francisco Public Libraries they actually had dual monitors where the staff member could look, but the patron could  also view the activity, and the staff member could work ‘out loud‘.

And this is important.  Because until our schools start doing a better job of this, we’re not going to  be able to assume that our employees and citizens are actually good at learning.  You can only teach meta-learning on top of real goals, and we (should) have those in schools, so it’s the ideal place and arguably the best contribution schools can provide in this rapidly changing environment.

And it’s not like the investments in learning technology are addressing this either.  As I mentioned when I talked about AI for learning, we’re not really seeing the extra layer that will address that (though it’s doable).  As it is, we’re creating adaptive systems that replicate the existing curricula, which would be ok  if our curricula were defensible (hint: it isn’t). Advanced pedagogy can be great, but it is wasted on the existing curricula.

So, there’re are opportunities for learning to learn (which have real benefits) to be enabled across organizational work, library work, schools, and systems.  And we’re really not seeing anywhere near the uptake that would benefit our efforts.

However, we  are seeing more discussion. And I’m imploring you to start thinking about it, talking about it, and beginning to  do it! It’s doable, and  arguably the best investment we could and should be making.  Are you ready?

2015 Reflections

31 December 2015 by Clark 3 Comments

It’s the end of the year, and given that I’m an advocate for the benefits of reflection, I suppose I better practice what I preach. So what am I thinking I learned as a consequence of this past year?  Several things come to mind (and I reserve the right for more things to percolate out, but those will be my 2016 posts, right? :):

  1. The Revolution  is real: the evidence mounts that there is a need for change in L&D, and when those steps are taken, good things happen. The latest  Towards Maturity report shows that the steps taken by their top-performing organizations are very much about aligning with business,  focusing on performance, and more.  Similarly, Chief Learning Officer‘s Learning Elite Survey similarly point out to making links across the organization and measuring outcomes.  The data supports the principled observation.
  2. The barriers are real: there is continuing resistance to the most obvious changes. 70:20:10, for instance, continues to get challenged on nonsensical issues like the exactness of the numbers!?!?  The fact that a Learning Management System is not a strategy still doesn’t seem to have penetrated.  And so we’re similarly seeing that other business units are taking on the needs for performance support, social media, and ongoing learning. Which is bad news for L&D, I reckon.
  3. Learning design is  rocket science: (or should be). The perpetration of so much bad elearning continues to be demonstrated at exhibition halls around the globe.  It’s demonstrably true that tarted up information presentation and knowledge test isn’t going to lead to meaningful behavior change, but we still are thrusting people into positions without background and giving them tools that are oriented at content presentation.  Somehow we need to do better. Still pushing the Serious eLearning Manifesto.
  4. Mobile is well on it’s way: we’re seeing mobile becoming mainstream, and this is a good thing. While we still hear the drum beating to put courses on a phone, we’re also seeing that call being ignored. We’re instead seeing real needs being met, and new opportunities being explored.  There’s still a ways to go, but here’s to a continuing awareness of good mobile design.
  5. Gamification is still being confounded: people aren’t really making clear conceptual differences around games. We’re still seeing linear scenarios confounded with branching, we’re seeing gamification confounded with serious games, and more.  Some of these are because the concepts are complex, and some because of vested interests.
  6. Games  seem to be reemerging: while the interest in games became mainstream circa 2010 or so, there hasn’t been a real sea change in their use.  However, it’s quietly feeling like folks are beginning to get their minds around Immersive Learning Simulations, aka Serious Games.   There’s still ways to go in really understanding the critical design elements, but the tools are getting better and making them more accessible in at least some formats.
  7. Design is becoming a ‘thing’: all the hype around Design Thinking is leading to a greater concern about design, and this is a good thing. Unfortunately there will probably be some hype and clarity to be discerned, but at least the overall awareness raising is a good step.
  8. Learning to learn seems to have emerged: years ago the late great Jay Cross and I and some colleagues put together the Meta-Learning Lab, and it was way too early (like so much I touch :p). However, his passing has raised the term again, and there’s much more resonance. I don’t think it’s necessarily a  thing yet, but it’s far greater resonance than we had at the time.
  9. Systems are coming: I’ve been arguing for the underpinnings, e.g. content systems.  And I’m (finally) beginning to see more interest in that, and other components are advancing as well: data  (e.g. the great work Ellen Wagner and team have  been doing on Predictive Analytics), algorithms (all the new adaptive learning systems), etc. I’m keen to think what tags are necessary to support the ability to leverage open educational resources as part of such systems.
  10. Greater inputs into learning: we’ve seen learning folks get interested in behavior change, habits, and more.  I’m thinking we’re going to go further. Areas I’m interested in include myth and ritual, powerful shapers of culture and behavior. And we’re drawing on greater inputs into the processes as well (see 7, above).  I hope this continues, as part of learning to learn is to look to related areas and models.

Obviously, these are things I care about.  I’m fortunate to be able to work in a field that I enjoy and believe has real potential to contribute.  And just fair warning, I’m working on a few areas  in several ways.  You’ll see more about learning design and the future of work sometime in the near future. And rather than generally agitate, I’m putting together two specific programs – one on (e)learning quality and one on L&D strategy – that are intended to be comprehensive approaches.  Stay tuned.

That’s my short list, I’m sure more will emerge.  In the meantime, I hope you had a great 2015, and that your 2016 is your best year yet.

Work with purpose

30 December 2015 by Clark Leave a Comment

As another component of the Future of Work thinking I’ve been doing, one thing that strikes me is the question of what helps people  want to work, which I think pretty clearly will be important.  And I was reminded by my ITA colleague Jane Hart of the work of Dan Pink in his book Drive, where he isolates three components of what makes people engaged: autonomy, mastery, and purpose.  And I think this is a good list.

The idea is fairly straightforward: people want work that actually does something important, they want to be free to pursue that work, and they want to be developed in their ability to accomplish that work.   What work is appropriate for different people is part of the task of deciding who to hire, and who to assign to what.

And while I think autonomy and mastery are part of the picture, for sure, I want to focus on making work  meaningful.  OK, freeing up people from micromanaging is going to be a necessity going forward, but that’s part of the necessary move to agile organizations, and while that’s challenging, it has to happen for organizations to survive. And supporting people by giving them assignments that stretch their abilities, and coaching them through it is absolutely important, but flows out of the 70:20:10 model. Jane, in her valuable book  Modern Workplace Learning, gives very specific  guidance  about managers developing individual potential as part of the larger picture.  But the area that strikes me as something I haven’t developed my thoughts  about before is finding ways to characterize work so that it connects to people.

I think work has to be meaningful (just as I argue learning has to be meaningful). Here I mean something specific, in that people see the connection between what they’re doing and the impact on the world.  And that’s not always done, and certainly not systematically or well.  And yet I think it’s a service to the employees and part of a thriving organization.  Heck, it probably even leads to better employee engagement ;).

Seriously, it first takes an organization that has a clear focus on what it’s doing. There’re the old stories about ice companies losing out when refrigerators came in, and I think that’s part of it: a very clear focus on what purpose they serve. And this is important to align an organization, and make the strategy easier to focus on.  A secondary desirable component, to me, is to understand what contribution the organization is making to the world. I think the ‘b corp‘ notion is a great one here. (I may be an idealist, but that’s the world I  want to live in. ;).

Then, there needs to be a clear alignment between what the employee is doing and the overall organizational goal. I think that if there’s a clear purpose for the work, you have a greater likelihood for employees to be engaged.  No one likes busywork, after all, but even some drudge work that’s part of a bigger picture can be shouldered. And it also means that rote work, work that can be automated,  should be automated, leaving people free to do the important work.   Very much like learning needs to see how the learning connects to their work and the bigger picture, so too should their work connect to the bigger picture, within and outside the org.

Not to say this is easy. It requires clear communication (queue the Coherent Org), and a clear vision, but these are steps organizations need to do.  The recognition that this alignment, coupled with a ‘safe’ culture (i.e. not the Miranda Organization), is the necessity for going beyond survival to ‘thrival’ I think is the catalyst for change in meaningful work. And that’s a good place to go.

#itashare

Starting a revolution?

29 December 2015 by Clark Leave a Comment

In thinking a bit about the Future of Work, one of the issues is where to start.  If we take the implications of the Coherent Organization to heart, we realize that the components include the work teams, the communities of practice (increasingly I think of it as a community of improvement), and the broader network.  But where to begin?

A couple of principles fall into place for me.  The first is the notion of  ‘trojan mice’, e.g. small steps rather than a epic change. That, coupled with the notion of scaling up from the small, leads me to believe that the best place to start is to start small. This follows on the advice about change in general  that changes should be strategic and leveraged.

So, a natural place to start small is the team itself.  The goal would be to draw upon a diverse team meeting a real need, but facilitating their tool use. I remember an engagement with a Scandinavian oil company that I was brought in on, where they started out establishing teams for new projects that crossed geographies (and, implicitly, cultures), scaffolded them using collaboration and communication tools, and then released them back to other projects. The goal was to skill up teams and have the team members become viral influences.

Another approach, as there are already likely communities in existence, would be to migrate and facilitate communities online. I recall that the Defense Acquisition University took this approach.  However, I might like to get some project teams going with tools and then migrate out to the communities, where those team members that had participated were familiar with the tools and could be drawn upon by the community.

In fact, after the initial team work, I might facilitate a team not only working together, but working out  loud back to their respective communities.  And while it makes practical sense to be sequential, at some point it might make sense to go parallel, and be having the working out loud from the teams being worked on at the same time as the community development. But for resource reasons, I might make it sequential.  Ultimately, you want to be facilitating the communities participating in  and outside  the organizations, and looking to other communities both inside and outside for inspiration.

The point is to be finding a small way to begin, and maybe take several tries until you work out how to do it well, then start scaling up and out.  You want to build need, awareness, and ability steadily.  It can effect a change in culture too, if the principles that make this work in teams and communities begins to be made aware as well.

And this is not independent of work on going to more performance consulting and performance support in the organization, but instead is a complement.  In previous exercises, different organizations have prioritized different elements, where you begin will be dependent on your context.

So, in the social space,  this is my instinct and experience, but welcome hearing alternate viewpoints.

#itashare

Making constructive conversations

23 December 2015 by Clark Leave a Comment

As part of my thinking about the Future of Work, I’ve been thinking about how to make it safe to share, in the sense of an innovation culture (ala  the Learning Organization).  My ITA colleague, Charles Jennings, shared a very useful format to facilitate this, and I wanted to think out loud about it in terms of actionable items.

So, Charles advocates an approach to be taken in conversations with employees that involves a set of specific questions.  He’s developed even a little job aid  (aka the ‘3 Questions’ card). What’s nice is that the questions are open ended, positive, and facilitate reflection. It’s modeled after the After Action Reviews conducted in military situations, and has the following 3 questions:

1.Describe some of your recent challenges and successes

2.How would you respond differently to achieve better outcomes in the future?

3.What learning can you take away from these experiences?

The first one is designed to open discussion.  Of course, it has to be ‘safe’ to share these challenges and successes, but making a habit of asking about them and of course an individual’s assignments or projects should be known and shared.  It’s the followup questions that can help establish the safety to share.

Thus, the second question, doesn’t focus on mistakes, it focuses on  alternatives.  I might even be inclined to ask, instead: “what other ways could you have responded and what ways might you try to achieve better outcomes in the future”, exploring the space of possibilities a bit (to avoid being trapped in local maxima).  The point here is to consider a broad swath of possible approaches and focus on improvement.

Finally, the third questions focuses in on lessons.  What did an experience teach you, and how might you act differently on the basis of this.   The point is to look for the lesson.  I’d add that as part of learning out loud, sharing the lesson learned can be shared.

Charles noted to me that evidence suggests that 70% of manager/managed meetings is taken by the manager speaking. That’s not necessarily a good ratio; it would likely  be better 50/50 or even less!

You don’t want to celebrate mistakes, but you do want to make it safe to share.  In fact, a lovely story I heard once was from a small company that rang a bell in the middle of the office, not when the mistake was made, but when the lesson was learned. That way everyone else could learn not to make the same mistake!  It celebrated learning, and validated experimentation.

So while a good culture is the result of actions, scaffolding good actions through structure can help drive the culture forward.  Do you have tools you use to help make things productive?

#itashare

Working and learning out loud

22 December 2015 by Clark 2 Comments

I’ve been thinking about some of the talk around the Future of Work, and in addition to the free flow of information I recently posted about  from the Coherent Organization, I think working out loud is another component.  Inspired by a post from my colleague ITA Harold Jarche,  this is how I see it, in actionable terms.  (And I expect this is also part of Jane Bozarth’s Show Your Work, but I’ve yet to get my mitts on a copy, mea culpa.)

The point is to make your work visible.  There’re two points: showing the actual goals, progress and status of your work, and showing the thinking that’s going on behind it.  And there are two dimensions: within the organization, and outside the organization.  Pragmatically, this yields some concrete and actionable elements.

First, there have to be mechanisms to share.  Ideally, you don’t have to work and then separately post it, but instead your tools automatically share.  This really means collaborative work tools, because you want people to be able to engage: at least commenting, and of course sometimes (maybe most of the time) you’ll be working in a team. Also tools that track contributions and changes.  And there may have to be permissions: so some people can edit, some can only comment, etc.

And I wouldn’t assume folks know what it means to ‘narrate your work‘ (aka learn out loud).  Here, I mean exposing the underlying elements.  This includes the context, assumptions, considerations, experiments, and reflections.  In User Interface Design, it was called Design Rationale, and it’s showing not only the current state, but how you got there.  Benefits include others’ experiences, not revising early decisions when new team members are added, and more.  The typical techniques of being explicit, modeling, evangelizing, promoting, etc, play a role here.

Then of course it has to be ‘safe’ to share, you can’t be working in a Miranda organization.  If your work will be held against  you in any way, you won’t want to share.  This means culture and policies and more. Basically, you need to be working in a Learning Organization, where the elements are aligned to facilitate optimal engagement.  This includes the practices about how to work out loud and learn out loud.

Another   issue is how far to share.  What can you share outside the organization?  Harold talks about the essential requirement of sharing outside the workplace, and that can be a big concern.  Obviously, proprietary work needs to be protected until it’s not business vulnerable. This means policies about what’s safe to share, and when.  Certainly, ‘sanitized’ work, where critical details are obscured but the thinking is shown should be supported in going out to communities of practice.  And the end result, when the business advantage isn’t threatened, could and should be shared through articles or webinars or conference presentations.

At the end, it’s a risk/reward tradeoff for any project at any time. What’s the benefit of getting feedback to improve versus what’s the downside of information getting out to competitors or exposing regulated data?  At any point, with any particular version of ‘anonymizing’, the balance may tip one way or another.   But the point is to be open to the benefit, and take advantage of it when and where you can.  Getting systematic at making it a regular part of any project is likely to be key.

It’s what I do here, and I encourage you to work out loud as much as you can.  So, any feedback so far?

#itashare

Coherent Implications

17 December 2015 by Clark Leave a Comment

One of the things to do with models is use them as the basis to explain and predict.  And right now I’m working with the Coherent Organization model (which emerged from the work of the ITA) and looking at the implications for decisions.  How does this model map to choices you make in the organization?

Working Collaboratively and cooperativelyThere are three layers: work teams composed of members from different communities of practice, that are connected outward to broader social networks.  An important element is the flow of information within the model; ensuring that there are no barriers to making effective choices.

At the work team level, you want people to be able to communicate with one another effectively, and collaborate to find answers.  While this can occur face to face, you don’t want geography or chronology to be a barrier. So  you want good tools that can represent and support shared understandings. You might also want ways for the team members to find out more about each other, via profiles.  The members of the teams should be bringing in their understandings from their communities, but also be free to ask questions of their community in case their understandings aren’t sufficient. And of course they should share their learnings back with the community.

This latter naturally implies good communication and collaboration tools as well, but here the community is not only within the organization, but outside as well.  There certainly will be internal sites for the community with proprietary information and tools, but there also needs to be participation in the broader discussion. Just as you (should) go to conferences to share with colleagues not in your workplace, so too should you be participating in online communities. The learning should be ongoing.  This also implies that there needs to be an effective way to go beyond the intranet. You get security concerns here, but you need to find a balance, or you’re cutting off half of the organizational brain!  Team members should be asking questions of the internal and external communities (as appropriate, and policies about what’s allowed to be discussed, even if it’s just “don’t be an idiot”are fair enough), and answering them in turn.

And, of course, the community should be observing related communities of practice inside and out, and sharing their own learnings.  For example for learning design there’s a need to track developments in fields like software engineering (e.g. ‘agile methods’), design in general and specific design like game, graphic, interface, etc, sociology, anthropology, psychology, neuroscience, and more.

Decisions, then, are about how to facilitate the most optimal flow of information without compromising organizational integrity.  Realize, of course, that except in extreme cases, these folks will have mobile devices, so in some sense you can’t really block their queries, but you really don’t want to anyway.  Yes, you lock up the data you have to protect, by law or  responsibility, but other than that you try to support communication that can advance the organization.  It’s about policies and technologies  (and of course culture, but that’s another story).

As always, so what am I forgetting?

#itashare

Conferencing reflections

16 December 2015 by Clark Leave a Comment

It turns out that I’ve been to a  lot of conferences this year (8, if my math is right) scattered through the year and around the globe. And over the past decade, I’ve hit a lot more.  And it’s given me some opportunities to contrast and compare some of the tradeoffs that can be made.  So I thought I’d share my thoughts with you.

Now, my perspective starts out a bit different. At these events, I’m speaker, so I see things from a different perspective.  However, I also try to go see sessions as an audience member as well, and I still see the same events.  So I am trying to write this from all perspectives: conference organizer, attendee, speaker, and vendor.  And let me be clear, I’m a learning technology strategist, and my passions are learning, technology, and how to use them together to make things better. So that colors my comments.

Here are the major elements and my thoughts on them:

Keynotes: I am tired of ‘inspirational’ keynotes. I really don’t need to hear some person who climbed a mountain or sailed a sea and their attempts to connect that to learning somehow. I’d rather hear about an issue that affects learning.  Topics about how we think, work, or learn are of interest. Let’s hear about the risks of technology, or some new ones or ways to use them.  Yes, I like compelling speakers, but please give me new thoughts, not random aspiration.

Speakers:  I think it’s unconscionable to have an unprepared speaker who can’t manage time.  It’s even worse on panels or shared sessions where one speaker runs over. It’s just not fair to the other speakers.  It’s also essential that the talk is not a sales pitch, but instead presents real value in ideas or experience. And they should be happy to chat afterward.  It boggles my little mind when someone gets up and clearly hasn’t practiced and checked their timing. It’s appears  I’m somewhat unusual, but I really don’t necessarily feel the critical need to spend most of the time conversing with others. I don’t mind, and even can recommend some interaction, but I want to hear something substantive as well.

Schedule: I like events that have a clear and comprehensible schedule. I want to know exactly what things are at the same time, so I can choose and then vote with my feet if the first choice isn’t working for me.  Having different tracks have different schedules doesn’t work.  And as a speaker and an attendee,  I don’t like short sessions.  Give me at least an hour as a speaker to set the tone, present the topic, talk about the issues and tradeoffs, and talk about the way forward.  Similarly as an audience member, I want suitable depth.  30 minutes just isn’t enough.

Breaks: And then I want a break.  The break should be long enough to potentially chat  with the speaker at the preceding event, get out and find some sustenance, use the facilities, have a conversation or two, and get to the next event.  Workshop breaks can be shorter, as you’re with a group for a half or full day, but for separating concurrent sessions, they need to be sufficiently long.

Events: I love having social events, as a way to have those important serendipitous  conversations. An evening reception after the first day is mandatory.  I like sufficient nibbles to fend off the need to escape to dinner, or dinner actually provided. And for the end of the day, I like social lubricant.  Preferably on demand, not via a limited ration.  It doesn’t have to be a broad selection, but not having to worry about  logistics means my mind is free to focus on conversations.  I assume lunch is provided, of course, and it doesn’t have to be fancy or rich, just healthy, substantive, and reasonably tasty.  Other events, such as mid afternoon treat breaks, and mid morning snack breaks are great.  I really like it if some form of breakfast is available as well.  I think I’m not the only one who prefers to eat little bits over time, not big meals.

Expo Hall: I like to have an exhibition. I like to see what’s around. Yes, I don’t like walking past and being grabbed, but I do like it if I can go up, have an intelligent conversation about the problem solution, and not feel pressured. I like to see the alternatives, and take the temperature of the market. And I like people who might have real needs to be able to explore real solutions.  Having events  in  the expo area  makes sense to me and the vendors.

App: I used to get a PDF of the program and put it on my tablet.  Now I am happy using an app, and it’s become a must-have. I like it when I can choose sessions for my schedule and have reminders.  I like having a stream of information, though it could be via Twitter. I like having an expo map if the expo is of any size at all.  And I don’t really care for  gamification to reward participation.  While I like the engagement of users, it leads to too many frivolous posts.  I really like it if presentation material is  available through the app, and happy to do evaluations that way.

Bookstore: I think a bookstore is important, for several reasons.  For one, you can get a heads up on a speaker before you see them. Or if you miss a session, you can graze what you might have missed.  You might also want to get the works of someone who you really were intrigued by. It’s also a way to see what’s happening in the field.

Rest areas: I don’t really need speaker prep.  Sometimes it may be handy if the event is really big, but the main things is, instead, having good connection to event staff. And I think that’s true for all, not just speakers.  Having places to sit for all attendees means that  anyone needing a break whether social or physical can achieve that end.

People:  The staff makes quite a big difference when they’re knowledgeable and helpful.  This has almost always been the case, but it’s nice to have informed people ready and willing to help.  This is true for vendors as well, having friendly and knowledgeable people trumps having shills who can chat you up but can’t really answer questions.

So, what have I forgotten to address?

I realize that there are different audiences,  purposes, and business models for these events, and so not all things are comparable.  And this is also my opinion, and your motives may differ, but I hope I’ve laid out some of the thinking to help you think about what works for you.  And I hope to see you at a conference sometime!

Templates and tools

1 December 2015 by Clark 2 Comments

A colleague who I like and respect recently tweeted: “I can’t be the only L&D person who shudders when I hear the word ‘template'”, and I felt vulnerable because I’ve recently been talking about templates.   To be fair, I have a different meaning than most of what’s called a ‘template’, so I thought perhaps I should explain.

Let’s be clear: what’s typically referred to as a template is usually a simple screen type for a rapid authoring tool.  That is, it allows you to easily fill in the information and generate a particular type of interaction: drag-and-drop, multiple-choice, etc.  And this can be useful when you’ve got well-designed activities but want to easily develop them.  But they’re not a substitute for good design, and can make it easy to do bad design too. Worse are those skins that add gratuitous visual elements (e.g. a ‘racing’ theme) to a series of questions in some deluded view that such window dressing has any impact on anything.

So what  am  I talking about?  I’m talking about templates that help reinforce the depth of learning science around the elements. I’m talking about templates for: introductions that ask for the emotional opener, the drill-down from the larger context, etc; practices that are contextualized, meaningful to learner, differentiated response options and specific feedback, etc; etc.  This could be done in other ways, such as a checklist, but putting it into the place where you’re developing strikes me as a better driver ;).  Particularly if it is embedded in the house ‘style’, so that the look and feel is tightly coupled to learner experience.

Atul Gawande, in his brilliant  The Checklist Manifesto, points out how there are gaps in our mental processing that means we can skip steps and forget to coordinate.  Whether the guidelines are in a template or a process tool like a checklist, it helps to have cognitive facilitation.  So what I’m talking about is  not a template that says how it’s to look, but instead what it should contain. There are ways to combine intrinsic motivation openings with initial practice, for instance.

Templates don’t have to stifle creativity, they can serve to improve quality instead.  As big a fan as I am of creativity, I also recognize that we can end up less than optimal if there isn’t some rigor  in our approach.  (Systematic creativity is  not an oxymoron!)  In fact, systematicity in the creative process can help optimize the outcomes. So however you want to scaffold quality and creativity, whether through templates or other tools, I do implore you to put in place support to ensure the best outcomes for you and  your audience.

Evidence for benefits: Towards Maturity Report

30 November 2015 by Clark 1 Comment

An organization that I cited in the Revolution book, Towards Maturity, has recently released their 2015-2016 Industry Benchmark Report, and it’s of interest to individuals and organizations looking for real data on what’s working, and not, in L&D.  Towards Maturity has been collecting benchmarking data on L&D practices for over a decade, and what they find bolsters the case to move L&D forwards.

The report has a number of useful sections, including documenting the current state of the industry, guidance for business leaders on expectations, on listening to learners, and on rethinking  the L&D team.  Included are some top level pointers for executives and L&D.  And while the report is  biased towards Europe, respondents cover the globe including Asia, Americas, and more.

Overall, they’re finding a 19% average in  technology spending out of L&D budgets (and this has been essentially flat for 3 years). This seems light;  given that technology is a key enabler of performance and development, such a figure doesn’t seem appropriate.  Of course, given that 55% of formal learning is still delivered face-to-face, this isn’t surprising.

A more interesting outcome is comparing what they call  Top Deck organizations; those in the top 10% of their Towards Maturity Index. These organizations are characterized by four elements that are tied to success:

  • Learning aligned to need
  • Active learner voice
  • Design beyond the course
  • Proactive in connecting

Here we see key elements of the revolution. For one, learning isn’t done on demand, but is coupled to organizational improvements.  For another, the learner is engaged in the processes of determining what solutions make sense.  One that intrigues me is that the solutions go beyond courses, looking at performance support and more. And finally, L&D is reaching out across silos to engage in conversations.  These are all key to achieving results from 6 – 8 times the average organization.

The advice to business leaders also echoes the revolution. The call is to focus on performance, not on courses.  It’s not about learning, it’s about outcomes.  The recommendation  is to break down silos so as to achieve the conversations that will achieve meaningful impact.

The advice goes on: understand how learners are learning, create a participatory culture, and use  real business metrics.  All grounded in what successful organizations are doing.  The point here is not to recite all the outcomes, but instead to list highlights and encourage you to have a look at the report.  Going forward, you might even consider benchmarking your own organization!

Benchmarking is best practices, and of course I encourage best principles, but the frameworks they use are grounded in the best principles, and measuring yourself against the framework and improving is really more important than comparing yourself to others.  I will suggest that  measuring yourself and evaluating your progress is a valuable investment of time in conjunction with a strategy.

What I really like, of course, is that the data support the position posited by principles that I derived from both practical experience and relevant conceptual models. The evidence is converging that there are positive steps L&D can, and should, take.  The revolution provides the roadmap, and their data provides a way to evaluate progress.  Here’s to improving L&D!

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