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A Competent Competency Process

4 November 2015 by Clark 3 Comments

In the process of looking at ways to improve the design of courses, the starting point is good objectives. And as a consequence, I‘ve been enthused about the notion of competencies, as a way to put the focus on what people do, not what they know. So how do we do this, systematically, reliably, and repeatably?

Let‘s be clear, there are times we need knowledge level objectives. In medicine or any other field where responses need to be quick and accurate, we need a very constrained vocabulary. SO drilling in the exact meanings of words is valuable, as an example. Though ideally, that‘s coupled with using that language to set context or make decisions. So “we know it‘s the right medial collateral ligament, prep for the surgery” could serve as a context, or we could have a choice to operate on the left or right atrial ventricle as a decision point. As Van Merriënboer‘s 4 Component Instructional Design talks about, we need to separate out the knowledge from the complex problems we apply it to. Still, I suggest that what‘s likely to make a difference to individuals and organizations is the ability to make better decisions, not recite rote knowledge.

So how do we get competencies when we want them? The problem, as I‘ve talked about before, is that SMEs don‘t have access to 70% of what they actually do, it‘s compiled away. We then need good processes, so I‘ve talked to a couple of educational institutions doing competencies, to see what could be learned. And it‘s clear that while there‘s no turnkey approach, what‘s emerging is a process with some specific elements.

One thing is that if you‘re trying to cover a whole college level course, you‘ve got to break it up. Break down the top level into a handful of competencies. Then you continue to take each of those apart, and perhaps another level, ‘til you have a reasonable scope. This is heuristic, of course, but with a focus on ‘do‘, you have a good likelihood to get here.

One of the things I‘ve heard across various entities trying to get meaningful objectives is working with more than one SME. If you can get several, you have a better chance of triangulating on the right outcomes and objectives. They may well disagree about the knowledge, but if you manage the process right (emphasize ‘do‘, lather, rinse, repeat), you should be able to get them to converge. It may take some education, and you may have to let them get the

Not just any SMEs will do. Two things are really valuable: on the ground experience to know what needs to be done (and doesn‘t), and the ability to identify and articulate the models that guide the performance. Some instructors, for instance, can teach to a text but really aren‘t truly masters of the content nor are experienced practitioners. Multiple helps, but the better the SME, the better the outcome.

I believe you want to ensure that you‘re getting both the right things, and all the things. I‘ve recommended to a client about triangulating not just with SMEs, but with practitioners (or, rather, the managers of the roles the learners will be engaged in), and any other reliable stakeholders. The point is to get input from the practice as well as the theory, identifying the models that support proper behavior, and the misconceptions that underpin where they go wrong.

Once you have a clear idea of the things people need to be able to do, you can then identify the language for the competencies. I‘m not a fan of Bloom‘s (unwieldy, hard to reliably apply), but I am a fan of Mager-style definitions (action, context, metric).

After this is done, you can identify the knowledge needed, and perhaps created objectives for that, but to me the focus is on the ‘do‘, the competencies. This is very much aligned with an activity-based learning model, whereby you immediately design the activities that align with the competencies before you decide the content.

So, this is what I‘m inferring. There would be good tools and templates you could design to go with this, identifying competencies, misconceptions, and at the same time also getting stories and motivations. (An exercise left for the reader. ;) The overall goal, however, of getting meaningful objectives is key to getting good learning design. Any nuances I‘m missing?

Charles Jennings #LearnTech2015 Keynote Mindmap

4 November 2015 by Clark Leave a Comment

Charles, in an engaging story, set the changes in work and the world as a basis for the 70:20:10 framework as a way to think about supporting learning going forward.  He elaborated the elements and the value to be uncovered via examples.

Donald Taylor #LearnTech2015 Keynote Mindmap

2 November 2015 by Clark Leave a Comment

Don followed up Roger (and graciously adapted his presentation to fit into a considerably shortened time slot).  He made a clear and engaging argument about how things are changing and how a new mindset was needed.

Non-invasive Brain Surgery

28 October 2015 by Clark Leave a Comment

Changing behavior is hard. The brain is arguably the most complex thing in the known universe. Simplistic approaches aren‘t likely to work. To rewire it, one approach is to try surgery. This is problematic for a several reasons: it‘s dangerous, it‘s messy, and we really don’t understand enough about it. What‘s a person to do?

Well, we do know that the brain can rewire itself, if we do it right. This is called learning. And if we design learning, e.g. instruction, we can potentially change the brain without surgery. However, (and yes, this is my point) treating it as anything less than brain surgery (or rocket science), isn‘t doing justice to what‘s known and what‘s to be done.

The number of ways to get it wrong is long. Information dump instead of skills practice. Massed practice instead of spaced. Rote knowledge assessment. Lack of emotional engagement. The list goes on. (Cue the Serious eLearning Manifesto.) In short, if you don‘t know what you‘re doing, you‘re likely doing it wrong and are not going to have an effect. Sure, you‘re not likely to kill anyone (unless you‘re doing this where it matters), but you‘ll waste money and time. Scandalous.

Again, the brain is complex, and consequently so is learning design. So why, in the name of sense and money, do we treat it as trivial? Why would anyone buy a story that we can achieve anything meaningful by taking content and adding a quiz (read: rapid eLearning)? As if a quiz is somehow going to make people do better. Who would believe that just anyone can present material and learning will occur? (Do you know the circumstances when that will work?) And really, throwing fuzzy objects around the room and ice-breakers will somehow make a difference? Please. If you can afford to throw money down the drain (ok, if you insist, throw it here ;), and don‘t care if any meaningful change happens, I pity you, but I can‘t condone it.

Let‘s get real. Let‘s be honest. There‘s a lot (a lot) of things being done in the name of learning that are just nonsensical. I could laugh, if I didn‘t care so much. But I care about learning. And we know what leads to learning. It‘s not easy. It‘s not even cheap. But it will work. It requires good analysis, and some creativity, and attention to detail, and even some testing and refinement, but we know how to do this.

So let‘s stop pretending. Let‘s stop paying lip-service. Let‘s treat learning design as the true blend of art and science that it is. It‘s not the last refuge of the untalented, it‘s one of the most challenging, and rewarding, things a person can do. When it‘s done right. So let‘s do it right! We‘re performing brain surgery, non-invasively, and we should be willing to do the hard yards to actually achieve success, and then reap the accolades.

OK, that‘s my rant, trying to stop what‘s being perpetrated and provide frameworks that might help change the game. What‘s your take?

The Polymath Proposition

15 October 2015 by Clark 3 Comments

At the recent DevLearn conference, one of the keynotes was Adam Savage.  And he said something that gave me a sense of validation. He was talking about being a polymath, and I think that’s worth understanding.

His point was that his broad knowledge of a lot of things was valuable.  While he wasn’t the world’s expert in any particular thing, he knew a lot about a lot of things.  Now if you don’t know him, it helps to understand that he’s one of the two hosts of Mythbusters, a show that takes urban myths and puts them to the test.  This requires designing experiments that fit within pragmatic constraints of cost and safety, and will answer the question. Good experiment design is an art as well as a science, and given the broad range of what the myths cover, this ends up requiring a large amount of ingenuity.

The reason I like this is that my interests vary broadly (ok, I’m coming to terms with a wee bit of ADD ;).  The large picture is how technology can be designed  to help us think, work, and learn.  This ends up meaning I have to understand things like cognition and learning (my Ph.D. is in cognitive psychology), computers (I’ve programmed and designed architectures at many levels), design (I’ve looked at usability, software engineering, industrial design, architectural design, and more), and organizational issues (social, innovation…). It’s led to explorations covering things like games, mobile, and strategy (e.g. the topics of my books).  And  more; I’ve led development of adaptive learning systems, content models, learning content, performance support, social environments, and so on.  It’s led me further, too, exploring  org change and culture, myth and ritual, engagement and fun, aesthetics and media, and other things I can’t even recall right now.

And I draw upon  models from as many fields as I can.  My Ph.D. research was related to the power of models as a basis for solving new problems in uncertain domains, and so I continue to collect them like others collect autographs or music.  I look for commonalities, and  try to make my understanding explicit by continuing to diagram and write about my reflections.  I immodestly think I draw upon a broad swath of areas. And  I particularly push learning to learn and meta-cognition to others because it’s been so core to my own success.

What I thrive on is finding situations where the automatic solutions don’t apply. It’s not just a clear case for ID, or performance support, or…  Where technology can be used (or used better) in systemic ways to create new opportunities. Where I really contribute is where it’s clear that change is needed, but what, how, and where to start aren’t obvious.  I’ve a reliable track record of finding unique, and yet pragmatic solutions to such situations, including the above named areas I’ve innovated  in.  And it is a commitment of mine to do so in ways that pass on that knowledge, to work in collaboration to co-develop the approach and share the concepts driving it, to hand off ownership to the client. I’m not looking for a sinecure; I want to help while I’m adding value and move on when I’m not.  And many folks have been happy to have my assistance.

It’s hard for me to talk about myself in this way, but I reckon I bring that  polymath ability of a broad background to organizations trying to advance.   It’s been  in assisting their ability to develop design processes that yield better learning outcomes, through mobile strategies and solutions that meet their situation, to overarching organizational strategies that map from concepts to system.  There’s a pretty fair track record to back up what I say.

I am  deep in a lot of areas, and have the ability to synthesize solutions  across  these areas in integrated ways. I may not be the deepest in any one, but when you need to look across them and integrate a systemic solution, I like to think and try to ensure that I’m your guy. I help organizations envision a future state, identify the benefits and costs, and prioritize the opportunities to define a strategy.  I  have operated independently or with partners, but I adamantly retain my freedom  to say what I truly think so that you get an unbiased response from the broad suite of  principles I have to hand.  That’s my commitment to integrity.

I didn’t intend this to be a commercial, but I did like his perspective and it made me reflect on what my own value proposition is.  I welcome your thoughts.  We now return you to your regularly scheduled blog already in progress…

Natalie Panek #DevLearn Keynote Mindmap

2 October 2015 by Clark Leave a Comment

To close off the DevLearn conference, Natalie Panek (@nmpanek) told of her learning journey to be a space engineer with compelling stories of challenging experiences.  With an authentic and engaging style, she helped inspire us to keep learning.

Revolution Roadmap: Assess

23 September 2015 by Clark 3 Comments

Last week, I wrote about a process to follow in moving forward on the L&D  Revolution. The first step is  Assess,  and I’ve been thinking about what that means.   So here, let me lay out some preliminary thoughts.

The first level are the broad categories.  As I’m talking about aligning with how we think, work, and learn, those are the three top areas where I feel we fail to recognize what’s known about cognition, individually and together. As I mentioned yesterday, I’m looking at how we use technology to facilitate productivity in ways specifically focused on helping people learn. But let me be clear, here I’m talking about the big picture of learning – problem-solving, design, research, innovation, etc – as they call fall under the category of things we don’t know the answer to when we begin.

I started with how we think. Too often we don’t put information in the world when we can, yet we know that all our thinking isn’t in our head.  So we can ask :

  • Are you using performance consulting?
  • Are you taking responsibility for resource development?
  • Are you ensuring  the information architecture for resources  is  user-focused?

The next area is working, and here the revelation is that the best outcomes come from people working together.  Creative friction, when done in consonance with how we work together best, is where the best solutions and the best new ideas will come from. So you can look at:

  • Are people communicating?
  • Are people collaborating?
  • Do you  have in place a learning culture?

Finally,  with learning, as the area most familiar to L&D, we need to look at whether we’re applying what’s known about making learning work.  We should start with Serious eLearning, but we can go farther.  Things to look at include:

  • Are  you practicing  deeper learning design?
  • Are you  designing  engagement into learning?
  • Are you developing  meta-learning?

In addition to each of these areas, there are cross-category issues.  Things to look at for each include:

  • Do you have infrastructure?
  • What are you measuring?

All of these areas have nuances underneath, but at the top level these strike me as the core categories of questions.  This is working down to  a finer grain than I  looked at in the book (c.f. Figure 8.1), though that was a good start at evaluating where one is.

I’m convinced that the first step for change is to understand where you are (before the next step, Learn, about where you could be).  I’ve yet to see many organizations that are in full swing here, and I have persistently made the case that the status quo isn’t sufficient.  So, are you ready to take the first step to assess where you are?

 

Biz tech

22 September 2015 by Clark 2 Comments

One of my arguments for the L&D revolution is the role that L&D  could be playing.  I believe that if L&D were truly enabling optimal execution as well as facilitating continual innovation (read: learning), then they’d be as critical to the organization as IT. And that made me think about how this role would differ.

To be sure, IT is critical.  In today’s business, we track our business, do our modeling, run operations, and more with IT.  There is  plenty of vertical-specific software, from  product design to transaction tracking, and of course more general business software such as document generation, financials, etc.  So how does L&D be as ubiquitous as other software?  Several ways.

First, formal learning software is really enterprise-wide.  Whether it’s simulations/scenarios/serious games, spaced learning delivered via mobile, or user-generated content (note: I’m deliberately avoiding the LMS and courses ;), these things should play a role in preparing the audience to optimally execute and being accessed by a large proportion of the audience.  And that’s not including our tools to develop same.

Similarly, our performance support solutions – portals housing job aids and context-sensitive support – should be broadly distributed.  Yes, IT may own the portals, but in most cases they are not to be trusted to do a user- and usage-centered solution.  L&D should be involved in ensuring that the solutions both articulate with and reflect the formal learning, and are organized by user need not business silo.

And of course the social network software – profiles and locators as well as communication and collaboration tools – should be under the purview of L&D. Again, IT may own them or maintain them, but the facilitation of their use, the understanding of the different roles and ensuring they’re being used efficiently, is a role for L&D.

My point here is that there is an enterprise-wide category of software, supporting learning in the big sense (including problem-solving, research, design, innovation), that should be under the oversight of L&D.  And this is the way in which L&D becomes more critical to the enterprise.  That it’s not just about taking people away from work and doing things to them before sending them back, but facilitating productive engagement and interaction throughout the workflow.  At least at the places where they’re stepping outside of the known solutions, and that is increasingly going to be the case.

Community of improvement?

1 September 2015 by Clark 1 Comment

In a conversation I had recently, specifically about a community focused on research, I used the term ‘community of improvement’, and was asked how that was different than a community of practice. It caused me to think through what the differences might be.  (BTW, the idea was sparked by conversations with Lucian Tarnowski from BraveNew.)

First, let me say that a community of practice  could be, and should be, a community of improvement. One of the principles of practice is reflection and improvement.  But that’s not necessarily the case.  A community of practice could just be a place where people answer each other’s questions, collaborate on tasks, and help one another with issues  not specifically aligned with the community.  But there should be more.

What I suggested in the conversation was that a  community  should  also be about documenting practice,  applying that practice through action or design research, and reflecting on the outcomes and the implications for practice.  The community should be looking to other fields for inspiration, and attempting experiments. It’s the community equivalent of Schön’s reflective practitioner.  And it’s  more than just cooperation  or collaboration, but actively engaging and working to improve.

Basically, this requires collaboration tools, not just communication tools. It requires: places to share thoughts; ways to find partners  on the documentation, experimentation, and reflection; and support to track and share the resulting changes on community practices.

Yes, obviously a real community of practice should be doing this, but too often I see community tools without the collaboration tools. So I think it’s worth being explicit about what we would hope will accompany the outcomes.  So, where do we do this, and how?

#itashare

Aligning

25 August 2015 by Clark 2 Comments

I’m realizing that a major theme of my work and the revolution is that what we do in organizations, and what we do as L&D practitioners, is not aligned with how we think, work, and learn.  And to that extent, we’re doomed to failure. We can, and need to, do better.

Let’s start with thinking. The major mismatch here is that our thinking is done rationally and in our head. Results in cognitive science show, instead, that much of our thinking is irrational and is distributed across the world. We use external representations and tools, and unless we’re experts, we make decisions and use our brains to justify them rather than actually do the hard work.

What does this mean for organizations and L&D?  It means we should be looking to augment how we think, with tools and processes like performance support, helping us find information with powerful search.  We want to have open book learning, since we’ll use the book in the real world, and we want to avoid putting it ‘in the head’ as much as possible. Particularly rote information. We should expect errors, and provide support with checklists, not naively expect that people can perform like robots.

This carries over to how we work.  The old view is that we work alone, performing our task, and being managed from above with one person thinking for a number of folks.  What we now know, however, is that this view isn’t optimal. The output is better when we get multiple complementary minds working together.  Adaptation and innovation work best when we work together.

So we don’t need isolation to do our work, we need cooperation  and collaboration.  We need ways to work together. We need to give people meaningful tasks and give them space to execute, with appropriate support. We need to create environments where it’s safe to share, to show your work, to work out loud.

And our models of learning are broken. The trend to  an   event comprised of information dump and knowledge test we know doesn’t work. Rote procedures are no longer sufficient for the increasing ambiguity and unique situations our learners are seeing. And the notion that  “practice ’til they get it right” will lead to any meaningful change in ability is fundamentally flawed.

To learn, we need models to guide our behavior and help us adapt.   We need to identify and address misconceptions. We need learners to engage concretely and be scaffolded in reflection.     And we need  much practice.  Our learning experiences need to look much more like scenarios and serious games, not like text and next.

We’re in an information age, and industrial models just won’t cut it.  I’m finding that we’re hampered by a fundamental lack of awareness of our brains, and this is manifesting in too many unfortunate and ineffective practices.  We need to get better. We know better paths, and we need to trod them.  Let’s start acting like professionals and develop the expertise we need to do the job we must do.

#itashare

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