One of my favorite things to do is to help people apply the cognitive and learning sciences (under realistic constraints). That can be to their practices, processes, or products, via consulting, workshops, writing, and more. One thing I’ve done over the past few years is doing this for a particular entity. I was found via a workshop, and ended up coming on as an advisor. They’re now about ready to go live, and it’s time for me to tell you what they’re doing, why, and how. So here’s an application of applied learning science.

It starts with a problem, as many good solutions do. The issue is that, in L&D, too often they’re delivering live sessions to address a particular situation. Whether someone’s said “we need a course on this”, or there’s been a deep analysis, at some point they’ve pulled people together. It could be a day, several days in a row, or even spaced out every other week, every month, what have you. And, we know, that by and large, this isn’t going to lead to change!

Research on learning tells us, quite strongly, that to achieve a persistent new ability to ‘do’, we need to strengthen the learning over time. New information gets forgotten after only a day or two, according to the forgetting curve! So, we need to reactivate the learning. That can be reconceptualization, recontextualization, or reapplication. It can also be reflection, and even planning, and evaluation.

However, it’s been tough to do this reactivation. It typically requires finagling, and faces objections; not just the learners, but also the stakeholders! Such interventions need to be small but effective. That’s what this solution does. Other approaches have been tried, and some other solutions do exist, but this one has a couple of advantages. For one, a clear focus. It’s not doing other things, except reactivating learning.

Ok, one other thing, it’s also collecting data. Too often,  there’s no way to know if it learning’s effective. Even if there’s intent, it’s hard to get approval. So, this solution not only reactivates learning as mentioned, it tracks the responses. In practical ways.

What’s been my role? That’s the other thing; we’re applying this in ways that reflect what learning science tells us. Ok, we have to make some inferences, that we’re testing, but we’re starting from good principles. So, I’m advising on the spacing of the learning and the content of the reactivation. We call those prompts, that ask learners to respond. These prompts then gather into small chunks called LIFTs (Learning Interventions Fueling Transformation). (Everyone’s gotta have an acronym, after all, and this plays along with the company name, Elevator 9 ;).  The sequence of LIFTs makes a learning journey.

What’s important is how many we need, and how frequently we deliver them. It’s dependent on some factors, so we’re asking about those too: frequency of application, complexity, importance, and prior experience. Hopefully, in clear and useful ways.  They’re actively  looking for companies that are keen to help us refine this, too (in return for the usual considerations ;).

The end result is a product that easily supplements your live events. Your learners get reactivations, and you get data. Importantly, you get better outcomes from your interventions. This capability is possible, the goal is just to make it easy to do. Moreover, with a solution that not only embodies but shares the underlying learning science, improving you as it does your learners. Win-Win! I generally don’t tout solutions, but this one has actively put learning science (tempered by reality, to be sure) at the forefront. Applied learning science, and technology, the way it ought to be done. It’s been an honor to work with them!

A number of years ago now, I analyzed the corporate market for a particular approach. Not normally something I do (not a tool/market analyst), but at the time it made sense. My recommendation, at the end of the day, was the market wasn’t ready for the product. I am inclined to think that the answer would be different today. Maybe we are getting smarter?

First, why me? A couple of reasons. For one, I’m independent. You (should) know that you’ll get an unbiased (expert) opinion. Second, this product was something quite closely related to things I do know about, that is, learning experiences that are educationally sound. Third, the asker was not only a well-known proponent of quality learning, but knew I was also a fan of the work. So, while I’m not an analyst, few same would’ve really understood the product’s value proposition, and I do know the tools market at a useful level. I knew there was nothing else on the market like it, and the things that were closest I also knew (from my authoring simulation games work, as in my first book, and the research reports for the Learning Guild).

The product itself allowed you to author deep learning experiences. That is, where you immerse yourself in authentic tasks, with expert support and feedback. Learning tasks that align with performance tasks are the best practice environments, and in this case were augmented with resources available at the point of need. The main problem was that they required an understanding of deep learning to be able to successfully author. In many cases, the company ended up doing the design despite offering workshops about the underlying principles. Similarly, the industrial-strength branching simulation tools I knew then struggled to survive.

And that was my reason, then, to suggest that the market wasn’t ready. I didn’t think enough corporate trainers, let alone the managers and funding decision-makers, would get the value proposition. There still are many who are ‘accidental’ instructional designers, and more so then. The question, then, is whether such a tool could now succeed. And I’m more positive now.

I think we are seeing greater interest in learning science. The big societies have put it on their roadmaps, and our own little LDA learning science conference was well received. Similarly, we’re seeing more books on learning science (including my own), and more attention to same.  I think more folks are looking for tools that make it easy to do the right thing. Yes, we’re also confronting the AI hype, but I think after the backlash we’ll start thinking again about good, not just cheap and fast. I not only hope, but I think there’s evidence we are getting smarter and more focused on quality. Fingers crossed!

This isn’t a rhetorical question. I truly do want to hear your thoughts on the necessary resources needed to successfully execute our L&D responsibilities. Note that by resources in this particular case, I’m not talking: courses, e.g. skill development, nor community. I’m specifically asking about the information resources, such as overviews, and in particular tools, we use to do our job. So I’m asking: what L&D resources do we need?

I’m not going to ask this cold, of course. I’ve thought about it a bit myself, creating an initial framework (click on the image to see it larger). Ironically, considering my stance, it’s based around ADDIE. That’s because I believe the elements are right, just that it’s not a good basis for a design process. However, I do think we may need different tools for the stages of analysis, design, development, implementation, and evaluation, even if don’t invoke them in a waterfall process. I also have categories for overarching strategy, and for specific learning topics. These are spaces in which resources can reside.

There are also several different types of resources I’ve created categories for. One is an overview of the particular spaces I indicate above. Another are for information resources, that drill into a particular approach or more. These can be in any format: text or video typically. Because I’m weird for diagrams, I have them separately, but they’d likely be a type of info resource. Importantly, one is tools. Here I’m thinking performance support tools we use: templates, checklists, decision trees, lookup tables. These are the things I’m a bit focused on.

Of course, this is for evidence-based practices. There are plenty of extant frameworks that are convenient, and cited, but not well-grounded. I am looking for those tools you use to accomplish meaningful solutions to real problems that you trust. I’m looking for the ones you use. The ones that provide support for excellent execution. In addition to the things listed above, how about processes? Frameworks? Models? What enables you to be successful?

Obviously, but importantly, this isn”t done! That is, I put my first best thoughts out there, but I know that there’s much more. More will come to me (already has, I’ve already revised the diagram a couple of times), but I’m hoping more will come from you too. That includes the types of resources, spaces, as well as particular instances.

The goal is to think about the resources we have and use. I welcome you putting in, via comments on the blog or wherever you see this post, and let me know which ones you find to be essential to successful execution. I’d really like to know what L&D resources do we use. Please take a minute or two and weigh in with your top and essential tools. Thanks!

I’ve been talking about impact in a variety of ways, and have also posited that decisions are key. I really haven’t put them together, so perhaps it’s time ;). So here’re some thoughts on impactful decisions.

To start with, I’ve suggested that what will make a difference to orgs, going forward (particularly in this age of genAI), is the ability to make better decisions. That is, either ones we’re not making right now, or new ones we need to be able to make.  When we’re moving away from us doing knowledge tasks (e.g. remembering arbitrary bits of information), our value is going to be in pattern-matching and meaning-making. When faced with a customer’s problems, we’ll  need to match it to a solution. We need to look at a market, and discern new products and approaches. As new technologies emerge, we’ll have to discern the possibilities. What makes us special is the ability to apply frameworks or models to situations despite the varying contexts. That’s making decisions.

To do this, there are several steps. What are the situations and decisions that need to be made? We should automate rote decisions. So then we’ll be dealing with recognizing situations, determining models, using them to make predictions of consequences, and choose the right one. We need to figure out what those situations are, the barriers to success, and figuring out what can be in the world, and what needs to be in the head. Or, for that matter, what we can solve in another way!

We also need to determine how we’ll know when we’ve succeeded. That is, what’s the observable measure that says we’re doing it right. It frequently can be triggered by a gap in performance. It’s more than “our sales aren’t up to scratch”, but specifics: time to close? success rate? Similarly for errors, or customer service ratings, etc. It needs to be tangible and concrete.  Or it can be a new performance we need. However, we need some way to know what the level is now and what it should be, so we can work to address it.

I note that it may feel ephemeral: “we need more innovation”, or “we need greater collaboration”, or… Still, these can be broken down. Are people feeling safe? Are they sharing progress? Is constructive feedback being shared? Are they collaborating? There are metrics we can see around these components, and they may not be exhaustive, but they’re indicative.

Then, we need to design to develop those capabilities. We should be designing the complements to our brain, and then developing our learning interventions. Doing it right is important! That means using models (see above) and examples (models in context), and then appropriate practice, with all the nuances: context, challenge, spacing, variation, feedback…  So, first the analysis, then the design. Then…

The final component is evaluation. We first need to see if people are able to make these decisions appropriately, then whether they’re doing so, and whether that’s leading to the needed change. We need to be measuring to see if we’re getting things right after our intervention, it’s translating to the workplace, and leading to the necessary change.

When we put these together, in alignment, we get measurable improvement. That’s what we want, making impactful decisions. Don’t trust to chance, do it by design!