I’ve represented the performance ecosystem in several ways in the past, and that process continues to occur.   In the process of writing up a proposal to do some social learning strategizing for an organization, I started thinking about it from the performer perspective.

Now, personal learning environments (PLE) is not a completely new concept, and quite a number of folks contributed their PLEs here.   However, I wasn’t creating mine so much as a conceptual framework, yet it shares characteristics with many.

I realized there were some relevant dimensions, so I added those in, including whether they tend to be more reflective or active, and whether they’re formal or informal.   Note that I played a little fast and loose in the positioning to hopefully not make the connections too obscured, so it’s not quantitatively accurate so much as conceptually indicative.   Also, I’m trying to catch categories of tools, not specifics.   Still, I (apparently :) thought it was interesting enough to try to get feedback on.

So, what do you think? Am I missing a channel?   A connection?   Feedback solicited.

A: “Ok, you‘ve got me thinking about this social learning guff.   But it sounds expensive as well as difficult.   Suppose I need a whole social media system, some big installation.   Not sure I can sell it up the chain.”

B: “One thing at a time.   First, it doesn‘t have to be expensive.   You likely already have some of the social media infrastructure, and other ways can be darn near free, but of course the rest of it does take time and effort.”

A: “Well, the cost is good news.   But I‘ve got to have payoff numbers.   Intangibles are a hard sell.”

B: “I hear you.   That‘s why it‘s worth it to take some time and do the back of the envelope numbers.   It‘s not like you can pull someone else‘s numbers off the shelf and apply them, though there are examples that can provide guidance, like the customer numbers.”

A: “Customers?   I thought this was internal”

B: “Oh, internal‘s a big opportunity, but so are conversations with customers, supply chain partners, any stakeholders that can be the source of valuable interactions.   Companies have found value crowd-sourcing new products and processes, having customer communities self-help, and even facilitating communities related to their products and services.   And, of course, there have been some spectacular mistakes by ignoring social media!   Have you heard about the cluetrain”

A: “As in ‘get a clue‘?   What is all this, crowdsourcing, cluetrain”

B: “Sorry.   Crowdsourcing is getting a lot of people to contribute ideas.   It‘s the ‘room is smarter than the smartest person in the room‘ (if you manage the process right), carried to the next level.   The Cluetrain manifesto was a marvelously foresightful and insightful recognition that with the power of the network, you no longer can control the information about your company, so you have to start having a dialog with customers.”

A: “So, we need social internal and external, eh”

B: “Yep, that‘s the idea.   And you figure out how much value you can get from your customers by having them provide you feedback, how much by making it easier to help themselves. That‘s on top of the benefits of reducing time to get answers and increasing the quality of internal ideas.”

A: “Sounds hard to quantify.”

B: “Well, it‘s not necessarily easy, but it is doable.   It just takes some time, but during that time you‘ll really be exploring the opportunities to make your company more effective.   There are big wins on the table, and it‘s kind of a shame if you ignore them or walk away.”

A: “Does this mean I can take the cost of the training department away”

B: “No, but changing it.   It‘s not replacing training, though having the social media infrastructure more effective.   Face it, most training is a waste of money not because it‘s not necessary, but because it‘s done so badly.”

A: “I‘ll say.”

B: “So why do you keep doing it”

A: “Because it‘s supposed to be important!”

B: “And it is, but if it‘s important, isn‘t it worth doing well”

A: “I suppose.”

B: “Here‘s the picture: you hire people, but they can‘t know everything they need to, you have proprietary processes, unique products, etc.   So you have some formal learning to get them up to speed, right”

A: “Yes, that‘s why we have it.”

B: “But once they‘re had formal training, they‘re not really productive until they‘ve had a chance to put those skills into play, and refine them. They become practitioners through practice. And then with enough time and guidance, they become your experts.”

A: “It‘s when they get beyond that novice stage that they‘re useful.”

B: “But that‘s when you ignore their needs, and there‘s so much more you can do. Practitioners don‘t need courses, but that‘s about all we do for them, when we should be giving them tools and resources.   Experts should collaborating, but the most we do with them typically is have them offer courses. It‘s broken.”

A: “And social media will hep with those latter two, supporting practitioners and experts.”

B: “Exactly!   And it can assist in making the formal learning better too.   But it requires expanding the responsibility of the training department to be a learning group, not removing the training department.”

A: “Isn‘t this IT?   Or maybe operations or engineering”

B: “Nope, they‘re stakeholders, but you don‘t want IT trying to facilitate conversations!”

A: “Darn right. But trainers aren‘t going to be able to do it either.”

B: “Yep, it‘s a shift, but they or at least the instructional designers should have the grounding in learning to make the shift.   It‘s a new world, and some shifts have to occur.”

A: “I‘ll say, it‘s changes for managers too.”

B: “Yep, new skills for all in learning, new roles, new ways of working. To cope with the new world in which we have to work in: faster, more agile. Eh”

A: “Got it.   Guess I‘d better get me some guff!” Grins.

A: “Remember our discussion yesterday?   I‘m still leery of this social learning guff.   Sure, I want my folks to collaborate.   But they talk now; they‘ve got phones and email.   They can get courses if they need them.   Why do I need more”

B: “You‘re right that they‘re collaborating now.   But are they doing it efficiently?   Is what they‘re sharing accurate?   Do they go to the right people?   There‘re two problems: they probably don‘t have the best tools, and the probably don‘t have the best skills.   The evidence is that folks aren‘t doing it well.   If it‘s so critical, as you suggested yesterday, don‘t you want it optimal”

A: “Sure, but what‘s all this social media stuff got to do with it”

B: “A couple of things.   First, if someone finds an answer here, do you want someone else to have to find it again over there”

A: “Well, no.”

B: “Right.   And, if someone‘s not going to the right person, or not doing good searches, don‘t you want to help them improve”

A: “Well, yeah.   Obviously. Or kick their sorry backsides out!”

B: “Retention‘s easier than recruitment, and investing in your people‘s been shown to pay off.”

A: “You‘re right.   Ok, so you still haven‘t answered my question.”

B: “By putting in social media, we‘re providing the architecture where someone‘s answer can be shared, systematically.   Rather than leave the informal, social learning to chance, we‘re facilitating it both systemically, and personally.”

A: “Architecture, you make it sound like buildings.”

B: “Well, it is, it‘s infrastructure that supports appropriate activity.   You wouldn‘t use offices as a warehouse, and you wouldn‘t put a coffeemaker in a bathroom.   The point is to use the right tool for the job.”

A: “Great metaphor, not!”

B: “Ok, but you get the point.”

A: “So if I build it, they will learn”

B: “Of course not.   If you don‘t have a culture where it‘s safe to contribute, they won‘t.   If it‘s not safe to admit mistakes, you can‘t learn from them.   If you haven‘t established the culture, identified the skills, organized the change, or staffed appropriately, it‘s not going to happen.”

A: “Who‘s got time for that?!”

B: “Your competitors”

A: Looking up from reading.   “Guff!”

B: Curious.   “What‘s guff”

A: “All this social learning stuff.”

B: “Really, you think so”

A: “Yeah, I mean, learning‘s learning, and who needs to make a ‘social‘ out of it?   We‘ve got courses, if they want to be social in the classroom, fine, but all this hype about social learning is just a way for consultants to try to sell old soda in new bottles.”

B: “So you think learning is about courses”

A: “Sure.   What else”

B: “Well, let me defer that answer, and ask you another question.”

A: “Oh, so you‘re one of those, eh?   Answer a question with a question?   Ha.   Go ahead, shoot.”

B: “If learning‘s not important, what is”

A: “That‘s easy, nimbleness.   We‘ve got to adapt, innovate, create, we need to be faster than the rest.   Heck, they can clone a product in months, or less. You‘ve got to be agile!”

B: “So just executing isn‘t enough”

A: “Heck no!   You‘ve got to have the ‘total customer experience‘ locked down, and that means optimal execution is just the cost of entry.   Thriving is going to require continually introducing improvements: new products, new services.”

B: “OK, let‘s get back to your question, what else learning might be.”

A: “About time.”

B: “So, think about that innovating, problem-solving, creativity, etc.   That‘s not learning”

A: “No.”

B: “Do they know the answer when they start”

A: “No, or they‘d just do it.”

B: “Right. The answer is unknown, they have to find it. When they find it, have they learned something”

A: “Alright, I see your game. Yes, they‘re learning, but it‘s not like courses, it‘s not education!”

B: “Right, courses are formal learning.   That‘s the point I want to make, using the term ‘learning‘ to just talk about courses isn‘t fair to what‘s really going on.   There are informal forms of learning that are just the aspects you need to get on top of.”

A: “Oh, okay, if you want to play semantic games.”

B: “It‘s important, because this ‘social learning‘ you call guff is the key to addressing the things you‘re worrying about!   Formal learning serves a role, but there‘s so much more that an organization should be concerned about.”

A: “So here comes the pitch.”

B: “And it‘s straightforward: do you want to leave that innovation and creativity to chance, or do your best to make sure it‘s working well?   Because the evidence is that in most organizations it‘s nowhere near what it could be, and there are systematic steps to improve it.”

A: “C‘mon.   Can you tell me someone who‘s doing it well”

B: “Sure.   Just a few small firms you might‘ve heard of.   Intel‘s used a wiki to help people share knowledge.   Sun‘s capturing top performance on video and sharing it.   SAP‘s getting customers to self-help and contribute to new product ideas.”

A: “Sure, the tech companies, but how about anyone else”

B: “Caterpillar‘s got communities of practice generating ROI, Best Buy‘s getting a lot of advantage through internal idea generation, the list goes on, and those are only the ones we‘ve found.”

A: “Ok. I suppose it makes sense, but still, that label…”

B: “I hear you.”

Last week I presented a workshop on strategic learning as an opening act to ASTD’s 2009 International Conference (ICE), which was followed by DAU/GMU’s Innovations in eLearning (IeL) conference.   It was a study in contrasts, and a great learning experience.

Obviously, the focuses (yeah, focii, bugger it) are different.   ICE is huge, and for all training and development, while the IeL conference is smaller and focused on elearning.   There’s much more to see at ICE, but it’s also appears to be run as a revenue opportunity, where as IeL is designed to provide the latest thinking to a select community (DAU & GMU stakeholders), and appears to be a cost-center.

ICE should be able to be interpreted as a ‘state of the industry’ snapshot, representing the audience’s interests and needs.   As such, there are some serious concerns.   During the keynote on Blue Ocean Strategy (greatly descriptive, less prescriptive utility), colleagues overheard audience members asking “what’s in it for me?”     I can’t think of anything more relevant to organizations than looking ahead and trying to come up with answers for the increasingly turbulent times!

There were some social media sessions, and people ‘getting’ the message, likewise some other topics, but there was similarly good attendance at pretty ordinary stuff. Sure, you do need to learn about assessment, and how to cartoon (a great session, BTW), but there wasn’t the sense of urgency I reckon should be felt.

The expo hall also was scarily populated with generic leadership training, university degrees, flashy examples of elearning that didn’t have much substance, and of course the ubiquitous   ‘styles’ assessments (of which the less said, the better).   That is, plenty of other reasons to worry about the current concerns of the average conference attendee.   Aren’t they needing something more?   Support/responsibility beyond the classroom?

Granted, these conferences are planned out close to a year in advance, so it may not reflect current concerns as much as those of half a year or more ago, but it seemed little different than one I attended several years ago.   C’mon!   There were plusses, of course, not least of which were chances to meet colleagues I’d heard of or interacted with but not had the pleasure of meeting face to face, including Rae Tanner, Dave Ferguson, Craig Wilkins, and Gina Schreck, as well as reconnecting with folks including Marcia Conner and Wendy Wickham.   And I was pleased that there was WiFi access throughout the conference!   Kudos to ASTD for getting that right.   The lack of tweets from the conf can’t be laid at ASTD’s feet.   And the team (e.g. Linda, et al), keep the sales pitches in sessions to a minimum.

The IeL conference, on the other hand, was a whole different story. Way smaller, and deliberately focused on technology-mediated learning & the cutting edge.   The keynotes by Vint Cerf and Will Wright were both awesome in scope and depth, truly visionary stuff.   The sessions were more targeted specifically at my interests, and again it was a great chance to hook up with some new colleagues, including Koreen Olbrish and Aaron Silvers, and similarly connecting with colleagues like Marks Oehlert & Friedman. And there was more tweeting of sessions in this small conference than ICE, but given the audience that wasn’t as unexpected as you’d think.

I can’t say that one conference was better than the other for me or for their audiences.   I got to present what I was really interested in at ICE, versus doing a talk for IeL that met their request rather than my passion (tho’ it was within my capability and I did my usual due diligence to make it accurate, worthwhile, and at least moderately engaging). However, the good thing at IeL is that people were really looking not just at training, but at where they really needed to be for organizational learning, and how technology could help.   And that’s the most important thing, to be looking ahead.   What I missed at ICE was people really trying to do more than just their job.   And I’m perfectly willing to be wrong about that.

It’s just that I think there’s a coming crisis in organizational learning, and the answers are not doing training better. Formal learning will be part of it, but training as it’s currently delivered will not, and there’s so much more.   Here’s hoping that message starts getting heard.

In my recent workshop, an attendee shared a story that I have to pass along.   He works for a company that serves a sector of the marketplace that has been core to US business, and is now in tough times.   Naturally, the employees are concerned about the prospects.

The CEO is sharing, via a blog, his ongoing thoughts on dealing with the issue. Rather than puff pieces for external readers, written by a PR hack, he’s writing authentically for internal consumption about where his thinking is going and what he and the executive team are doing.   He’s not making false promises, and the employee was very clear that there are no clear answers yet, but they’ve insight into how deep the thought processes have been about the situation, and how earnestly (and cleverly) they’re working on solving the issue. He’s even sharing the questions he’s considering.   While all the comments aren’t visible, anyone can provide input and the CEO can react.   This is powerful.

I’ve mentioned before that providing a ‘leading out loud’ record for people to follow is a great mechanism to foster virtual mentorship and share directions, and this is a really valuable way for organizations to communicate.   As Rae Tanner discussed with me yesterday as we walked around DC before the start of the ASTD main conference, imagine an organization where everyone was onboarded with a real understanding of the business (we thought a game would be appropriate), and then were able to follow the ongoing thinking.   Do you think they’d be better equipped to execute, and, better yet, contribute to organizational success? Certainly if it was coupled with a learning culture and rewards aligned with the desired behaviors.

The worskhop attendees easily ‘got’ the value of this scenario; that CEO knows what leadership is about, and is manifesting it in a visionary way.   This is what technology can facilitate. Technology is a tool, but one that provides new affordances for communication and collaboration. The opportunities to improve things individual, organizationally, and societally are awe-inspiring. Now we need to seize the initiative and make really worthwhile things happen. Are you game?