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Clark Quinn’s Learnings about Learning

Meta-learning in Moscow

24 September 2013 by Clark 3 Comments

I was reflecting on the benefits of travel, and recalled a ‘learning’ experience I underwent involuntarily more than 20 years ago. I’d gone to Moscow to speak at a conference, and determined to venture on my own to the Kremlin for a scheduled tour of the museum.  I had an underground map, and headed off to the station nearest me.  The route apparently had a change of train required. The ticket seller wasn’t very friendly, but I managed to somehow meet the necessary requirement to head down underground.

The real event started when I got off the requisite number of stops along the line. It turns out that the map I had wasn’t in Cyrillic characters that the underground was labeled in, and apparently I hadn’t correctly identified the station I started from. (There was no Cyrillic – Latin mapping; it wasn’t a good guidebook.) So there I was, at some random point under Moscow, without any idea about what station I was at.  Worse, no one seemed (willing) to speak English.

Somewhat concerned, I started looking for clues. This  was a transfer station, in that there were two different lines coming together.  I went back and forth between the two lines, looking for further clues that I could use to determine where I was. Eventually I noticed that one line had a split at the end, and there was only one on the map, so I now knew one of the two lines. I recall that I counted the number of stops to determine which station I was at, and then I was good to go, and I found my way to the station nearest the Kremlin, on my map.  My adventures weren’t over, however.

From there, I surfaced, and looked for which direction to head. It was totally overcast, so there were no shadows to tell direction.  And I couldn’t see any of the landmark structures from where I’d emerged.  I had no idea where to go!  Was I going to have to abandon my quest and quit?

Again, I got systematic: I decided to walk in each direction as far as I could and still know where the station was. It was the second path that let me finally see a landmark (St. Basil’s? I no longer remember) and I found my way.   I saw the museum and met my colleagues for a safe journey back to the hotel.

This remains the most overt conscious problem-solving I ever recall (followed by the time I locked myself in a building right before the grad school entrance exam, and had just a short period of time to escape without setting off the fire alarms).  It took effortful thinking, systematicity, and persistence.

It’s not often these situations occur, but it’s illuminating to explore the requirements, and think about the thinking skills required.  These are perhaps the most valuable investment an organization can make, getting concrete about learning and problem-solving, instead of expecting them.  Given the way our school curriculum has been structured, they’re not likely to come from formal education.  So think about how folks will have to increasingly face more complicated situations, and the skills they might require.  Are you and your people ready?

Making Sparks Fly

20 September 2013 by Clark 1 Comment

Last night I did a presentation for the San Diego chapter of ISPI titled ‘making sparks fly’. I used that concept to talk about a couple of my favorite topics: deeper instructional design, and social learning.

In the former, it’s about two things: getting the real cognitive underpinning right,  and the emotional content, both integrated in a natural and elegant way.  So you start with your objectives (at a high enough level, addressing real business needs). Then you immediately develop deep practice with core decisions embedded in meaningful contexts. You need sufficient practice to not get it wrong, as opposed to just getting it right. Then we elaborate with model-based concepts and story-based examples.  All introduced in ways that engage the emotions as well as the mind, and closing that process off similarly addressing the emotional as well as the cognitive.  The point being, if you’re going to do formal, do it right.

From there, I segued off to talk about social: the power of the additional processing you get from social learning.  This includes sharing ideas, and collaborative work.  Then, systematically looking at tools like blogs, wikis, profiles, feeds, and more for both formal and informal learning.  The notion is that thinking and working ‘out loud’ are, in the right culture, better than not.

Formal learning (and I didn’t discuss performance support, after all it  was ISPI :) addresses the optimal execution that will be just be the cost of entry going forward, while continual innovation requires the creative friction, the interpersonal interaction that generates new ideas.  You need to have good learning and good performance support on those processes you can identify, but then you need to create the environment where folks are helping one another solve the new problems that arise, including new ideas.  Engaging the learner, and the interaction, are both sparks to take what we do to the next level.

There’s more: culture, mindset, L&D role, and we touched on that, but in the broader picture, you want to start with social and performance support, only doing formal when you absolutely have to (as it’s dear). We need to stop doing formal only, and badly. We need to cover the spread, and do all well.  Or else…

The ‘Role’ of Compliance

11 September 2013 by Clark 3 Comments

I’m not an expert on compliance training. I haven’t suffered through it, and I haven’t been asked to design it. But I know it’s a monkey on the back of the industry, and I know we have to address it. So how? I think there are two main barriers.

The first is the regulatory aspect. Much like I really think the problem holding back better for-profit schools is that the accreditation process isn’t informed enough about pedagogy, I think the agencies that oversee required learning don’t really focus on the right thing. When you are mandating the requirement by seat time, you’re missing the point. Really, you should have competencies associated with objectives. Compliance decoupled from outcomes is just a legal bulwark, not a meaningful prevention of behavior.

Of course, we could be spending that time doing more than a knowledge dump. I think there are two parts: helping people define the situation, and then providing them with skills to address it. Whether it’s ethics, harassment, or some other topic, if you’re just raising awareness you’re not equipping people, and if you’re just providing responses, you’re not helping them understand when it makes sense.

I’ve previously addressed the awareness issue, when I talked about shades of grey. The point being that seldom are things black and white, and the best way to help learners understand the situation is to give them scenarios and discuss in groups whether and how a situation qualifies. Having this done in groups, and then having a reflection session facilitated by an expert on the topic would really help learners get value. Even online, having them share their initial thoughts, and then see some other discussion would be valuable to get some of the benefits of social interaction.

So then the question becomes one of how to equip the learners to deal with the situations. There are always mandated policies, but they’re not always as easy to apply as suggested. First of all, I think role-plays make great sense here. You can use scenario tools for asynchronous situations, or just traditional role-play in the classroom. What’s important is that you consider these processes with problematic examples. So, for example, trying to do behavior coaching with a passive-aggressive individual. You might have someone who’s facing such a problem role play the tough individual to deal with, and another member of the class can try to apply the principles. Again, you’re venturing out into the grey that acknowledges it’s never as clear cut and easy as it seems.

Of course, the latter pedagogies don’t guarantee anything (learning is probabilistic, after all), and you’ve still the barrier that there’s little real reason to care given the current way the requirements are structured, but at least you have the opportunity to make the process less onerous for the learner and have a greater likelihood of actually accomplishing something meaningful in the workplace. Someone familiar with compliance want to weigh in on how I’m off-base?

Peter de Jager #PSS13 Keynote Mindmap

10 September 2013 by Clark Leave a Comment

Peter de Jager spoke eloquently and amusingly on change, addressing both our misconceptions and expectations. Fun and insightful!

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#PSS13 Opening Panel Mindmap

9 September 2013 by Clark Leave a Comment

The opening session for the eLearning Guild’s Performance Support Symposium was an insightful panel moderated by Allison Rossett, with panelists Rose Lawyer of Huntington, John Low of Carney, and Matthew Henzel of American Express on their experiences with performance support (PS) initiatives. Interesting points included taking a holistic perspective, emphasizing change management, and future directions. I note that in some cases my interpretation is not their words :).

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Content or experience

4 September 2013 by Clark 6 Comments

I continue to have a problem with the term content as a component of what our field does.  I think there are potential problems with the label, so let me make them clear.

What we do is create content.  In elearning, we create introductions and concept presentations, we portray examples, and we make interactivities that provide practice.  Even in F2F training, we have content and structure around actions we ask our learners to take.  At the end of the day, much of what we’re working on is content that is communicated or triggered by learner actions.

However, I think there’s a problem with thinking of it that way. I believe we need to focus on the activity, not on the content. What’s important is the learner’s experience that is created by sequencing content and learner actions, not the content itself.  You could present content in different ways (for instance, labeled slides, narrated slideshow, or video) and it’s be semantically equivalent (and please don’t bring up Clark & Kozma), at least for our purposes here.

The problem is that if we focus on content, it becomes too easy to think that content presentation is equivalent to learning. Even if we test knowledge of the content afterwards, it’s not going to lead to meaningful outcomes.  Thinking about producing content makes it easy to go astray.

The alternative, however, is still uncertain. Technologically, it makes sense to talk about content management systems, but learning management systems above that is the wrong language.  While ‘course management systems’ addresses the real function of such systems, ideally we’d instead be thinking about ‘experience management systems’. Except I don’t think we really have those right now.  You might say that trainers or mentors or coaches are that, and I might agree in the latter sense, certainly, though I’m looking for a better branding for the technology infrastructure.

There’s now an Experience API that provides some infrastructure for creating such an experience management system, but there’re still some intermediate steps needed. Fingers crossed.

Ok, so I’m  thinking out loud about our language and what the implications are, but I’m a big fan of reflection and I think it’s useful to stop once in a while and think about where we’re at and how we’re doing.  I welcome your thoughts.

Supporting Cognitive Performance

26 August 2013 by Clark Leave a Comment

It’s clear that our brains aren’t the logical problem-solvers we’d like to be.  The evidence on our different thinking systems makes clear that we use intuition when we can, and hard thinking when we must. Except that we use intuition even when we shouldn’t, and hard thinking is very susceptible to problems.  Yet we need to have reliably good outcomes to solving problems or accomplishing tasks.  What can we do?

The answer, of course, is to use technology to fill in the gaps, when we can.  We can automate it if we totally understand it, but the best solution is to let technology (and design) do what it can, and let our brains fill in what we do best.  So, when there’s a problem or task that needs to be accomplished, and it requires some decision making, we should be doing several things.

To start, we should be looking at the scope of possible situations, and determine what’s required.  We should then figure out what information can be in the world (whether a resource or in other’s heads), and what has to be in the performer’s repertoire.  We want to design a solution system, not just a course.

Recognize that getting things into human heads reliably is problematic at best.   It takes considerable work to develop that expert intuition: considerable practice at least.  So the preference should be to design either a really good support system that helps in characterization of the problem, and a dialog that helps determine what of the possible solutions matches up with the situation.

It can just be information in the world, such as a job aid or checklist, or an interactive decision support tool. Or, it could be a social network of resources such as tools and videos created by others that’s usefully searchable and the ability to ask questions of the community and get responses.  It’s likely a probabilistic decision here: what is the likelihood that the network has the answer, versus what’s the possibility that we can design support that will cover the range of problems to be faced?

The point is that support design is a necessary and very viable component of performance solutions, and one that isn’t being used enough.  I’m looking forward to the upcoming eLearning Guild’s Performance Support Symposium in Boston as a way to learn more, and hope to see you there!

Stop training! Or, how to get there from here

14 August 2013 by Clark Leave a Comment

One of the things I’m wrestling with right now is the transition from where we’re at to where we should be. I’ve already said we  have to change, the question is how.  A number of us have talked about what the future could and should look like (including but not limited to my ITA colleagues), but how do you get there from here?  Whether it’s 70:20:10 or some other model, there simply  has to be a better way.

Right now, many organizations have training operations going on: people traveling to a location to sit down and have knowledge dumped on them, perhaps including a knowledge check: show up and throw up.  With smile sheets to evaluate the outcome.  And/or we have elearning: knowledge dump and test, or virtual classrooms where we do the same spray and pray.  And it doesn’t work; it can’t.  Well, it certainly is not going to lead to any meaningful outcome.

Granted, this is a gross stereotype, and in particular situations the training is hands on, there’s lots of practice, and maybe blended so the knowledge necessary is learned beforehand.  Yes, this can lead to some real skill acquisition.

And don’t even bring up ‘compliance’.  Sure, I know you have to do it, and until we get government to stop thinking seat time and  content presentation is the same as behavior change, and lawyers to only care about CYA,  we’ll be stuck with it.  That, apparently, is just the cost of doing business.  I’m talking about the things that matter to your company. Your skills, your ability to do.

And we need to stop it.  I think the first step is to kill all training.  When you raise your head up and start talking about “but how are we going to meet this need”, then you start thinking anew: how can we go ‘world first‘, performance support 2nd, and meaningful practice last?  Once you find you’ve exhausted all other options, then you might realize that formal training is needed, but it could and should be focused on  doing, not telling.

This is only part of the picture, and perhaps I’m being deliberately controversial (who, me?), but it’s one way to be forced to think anew about what we’re doing and how we can help.  We have to change, and we need to start figuring out how to get there.  I’m open to ideas.  I’ve heard some others, but that’s another post.  What are your ideas?

 

World first!

13 August 2013 by Clark 1 Comment

A few weeks ago, I posted that we should think social first.  I want to amend my statement (I reserve the right to improve my recommendations :)  to say “world first”, and clarify what I mean.  Earlier, I posted about working backward and forward, and err on the side of putting information in the world first, and only put things in the head as a last resort (because formal learning is expensive).

What I’d suggested is that you should go to networks first, if the answer is out there.  If not, you would try to use performance support (which, though not necessarily cheap, may be less expensive than formal learning in terms of time off task, etc).  Formal learning is the recourse of last resort.  However, I missed one element, which came up in a conversation.

The conversation had to do with not developing resources at all, except core ones.  When someone wanted help with something, the option was to first try to point them to a video or book, or person.  The goal is not to reinvent the wheel, reproduce resources, etc.  Use the world first, and only pick up a secondary approach if the world doesn’t have it. In some sense that’s the social network, but it might be that the L&D department, in the course of  their continual self-learning (hint hint, nudge nudge), would’ve curated a relevant resource, so it could come either from a pointer to a resource, or a question of others.

Then, the core content for an organization would be meta-learning: how to find resources, how to solve problems, etc.  Something we were pushing about a decade ago. Ok, so you might also develop the values and mission of the organization as well.  And of course proprietary processes, formulas, etc.

The focus, however, is and should be the Least Assistance Principle: what’s the least we can do for someone to get them safely back into their flow.  The reality is we can’t meet all the needs in an era of increasing complexity, and we need to be more efficient  and  effective: giving good support but in the right modality.  So, point to it if you can, develop the minimal support to move forward, and only put stuff into people’s heads when it absolutely has to be there.  Fair enough?

An update and a request

7 August 2013 by Clark Leave a Comment

Actually, let me make the request first: please, please take the L&D Survey, and then ask others to do so as well.  You’re free not to, of course, but I’d really appreciate it.

As to why, here’s the first update.  As an extension of my previous contention that the industry needs to change, I’m working on doing more: I’m trying to put together a road map about how organizations can change.  To do so, I’m looking for evidence that it is, in fact, still not working well.  I have no hidden agenda other than getting good data, and looking for improvement.  As I said, ASTD is partnering with me on this, so the data will have a larger life than just my use, and this  is important!

Of course, I’m busy in other ways (the rest of the updates).  I’ll be speaking at the eLearning Guild’s Performance Support Symposium  in September, as well as for the San Diego ISPI chapter.  In October, I’ll be at the eLearning Guild’s great  DevLearn conference. In November, I’ll be speaking in Minneapolis for PACT.  If you’re at or near any one of these, I welcome hearing from you or meeting you.

That’s so far, and more is already in the hopper for next year.  Which still leaves time for consulting, though not much; “first in, best dressed”, as the Aussies say.

Again, please take the  survey  if you haven’t, and spread the word.

 

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