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Vale Don Kirkpatrick

28 May 2014 by Clark 2 Comments

Last week, Don Kirkpatrick passed away.  Known for his four ‘levels‘ of measuring learning, he’s been hailed and excoriated.  And it’s instructive to see why on both sides.

He derived his model as an approach to determine the impact of an intervention on organizational performance.  He felt that you worked backward from the change you needed, to determine whether the workplace performance was changing, as then to see if that could be attributed to the training, and ultimately to the learner.  He numbered his steps so that step 1 was seeing what learners thought, 2 was that learners  could demonstrate a change, 3 was that the change was showing up in the workplace post intervention, and 4 was it impacting business measures.

This actually made a lot of sense. Rather than measuring the cost of hour of seat time or some other measure of efficiency, or, worse, not measuring at all, here was a plan that was designed to focus on meaningful change that the business needed.  It was obvious, and yet also obviously needed.    So his success in bringing awareness to the topic of business impact is to be lauded.

There were two major  problems, however.  For one, having numbered it the way that it was, people seemed that they could take a partial attempt.  Research shows that the number of people would only do step 1 or 2, and these are useless without ultimately including 4.  He even later wondered if he should have numbered the approach in the reverse.  The numbers have been documented (from a presentation with results from the ASTD Benchmarking Forum) as dropping in implementation from 94% doing level 1, 34% doing level 2, 13% doing level 3, and 3% doing level 4.  That’s  not  the idea!

The second problem was that whether or not he intended it (and there are reasons to believe he didn’t), it become associated only with training interventions.  Performance support interventions or social network outcomes  could similarly be measured (at least on levels 3 and 4), yet the language was all about training, which made it easy for folks to wrongly conclude that training was your only tool.  And we still see folks using courses as the only tool in their repertoire, which just isn’t aligned with how we think, work, and learn (hence the revolution).

Kirkpatrick rode this tool for the rest of his career,  created a family business in it, and he wasn’t shy about suggesting that you buy a book to learn about it.  I certainly can’t fault him for it either, as he did have a sensible model and it could be put into effective use.  There are worse ways to earn a living.

Others have played upon his model.  The Phillips have made a similar career with their fifth level, ROI, measuring the cost of impacting level 4 against the value of the impact.  Which isn’t a bad move to make  after you focus on making an impact.  Similarly, a client opined that there was also level 0, are the learners even showing up for the training!

In assessing the impact, part of me is mindful that tools can be used for good or ill.  Powerpoint doesn’t kill people, people do, as the saying goes.  Still, Kirkpatrick could’ve renumbered the steps, or been more outspoken about the problems with just step 1.

So, I laud his insight, and bemoan the ultimate lack of impact.  However, I reckon it’s better to argue about it than be ignorant.  Rest in peace.

Getting contextual

21 May 2014 by Clark Leave a Comment

For the current ADL webinar series on mobile, I gave a presentation on contextualizing mobile in the larger picture of L&D (a natural extension of my most recent books).  And a question came up about whether I thought wearables constituted mobile.  Naturally my answer was yes, but I realized there’s a larger issue, one that gets meta as well as mobile.

So, I’ve argued that we should be looking at models for guiding our behavior.  That we should be creating them by abstracting from successful practices, we should be conceptualizing them, or adopting them from other areas.  A good model, with rich conceptual relationships, provides a basis for explaining what has happened, and predicting what will happen, giving us a basis for making decisions.  Which means they need to be as context-independent as possible.

WorkOppsSo, for instance, when I developed the mobile models I use, e.g. the 4C‘s and the applications of learning (see figure), I deliberately tried to create an understanding that would transcend the rapid changes that are characterizing mobile, and make them appropriately recontextualizable.

In the case of mobile, one of the unique opportunities is contextualization.  That means using information about where you are, when you are, which way you’re looking, temperature or barometric pressure, or even your own state: blood pressure, blood sugar, galvanic skin response, or whatever else skin sensors can detect.

To put that into context (see what I did there): with desktop learning, augmenting formal could be emails that provide new examples or practice that spread out over time. With a smartphone  you can do the same, but you could also have a localized information so that because of where you were you might get information related to a learning goal. With a wearable, you might get some information because of what you’re looking at (e.g. a translation or a connection to something else you know), or due to your state (too anxious, stop and wait ’til you calm down).

Similarly for performance support: with a smartphone you could take what comes through the camera and add it onto what shows on the screen; with glasses you could lay it on the visual field.  With a watch or a ring, you might have an audio narration.  And we’ve already seen how the accelerometers in fit bracelets can track your activity and put it in context for you.

Social can not only connect you to who you need to know, regardless of device or channel, but also signal you that someone’s near, detecting their face or voice, and clue you in that you’ve met this person before.  Or find someone that you should meet because you’re nearby.

All of the above are using contextual information to augment the other tasks you’re doing.  The point is that you map the technology to the need, and infer the possibilities.  Models are a better basis for elearning, too so that you teach transferable understandings (made concrete in practice) rather than specifics that can get outdated.  This is one of the elements we placed in the Serious eLearning Manifesto, of course.  They’re also useful for coaching & mentoring as well, as for problem-solving, innovating, and more.

Models are powerful tools for thinking, and good ones will support the broadest possible uses.  And that’s why I collect them, think in terms of them, create them, and most importantly, use them in my work.   I encourage you to ensure that you’re using models appropriately to guide you to new opportunities, solutions, and success.

Peeling the onion

15 May 2014 by Clark 2 Comments

I’ve been talking a bit recently about deepening formal design, specifically to achieve learning that’s flexible, persistent, and develops the learner’s abilities to become self-sustaining in work and life.  That is, not just for a course, but for a curriculum.  And it’s more than just what we talked about in the Serious eLearning Manifesto, though of course it starts there.    So, to begin with, it needs to start with meaningful objectives, provide related practice, and be trialed and developed, but there’s more, there are layers of development that wrap around the core.

One element I want to suggest is important is also in the Manifesto, but I want to push a bit deeper here.  I worked to put in that the elements behind, say, a procedure or a task, that you apply to problems, are models or concepts.  That is, a connected body of conceptual relationships that tie together your beliefs about why it should be done this way.  For example, if you’ve a procedure or process you want people to follow, there is (or should be) a  rationale  behind it.

And  you should help learners discover and see the relationships between the model and the steps, through examples and the feedback they get on practice.  If they can internalize the understanding behind steps, they are better prepared for the inevitable changes to the tools they use, the materials they work on, or the process changes what will come from innovation.  Training them on X, when X will ultimately shift to Y, isn’t as helpful unless you help them understand the principles that led to performance on X and will transfer to Y.

Another element is that the output of the activities should create scrutable deliverables  and  also annotate the thoughts behind the result.  These provide evidence of the thinking both implicit and explicit, a basis for mentors/instructors to understand what’s good, and what still may need to be addressed, tin the learner’s thinking.  There’s also the creation of a portfolio of work which belongs to the learner and can represent what they are capable of.

Of course, the choices of activities for the learner initially, and the design of them to make them engaging, by being meaningful to the learner in important ways, is another layer of sophistication in the design.  It can’t just be that you give the traditional boring problems, but instead the challenges need to be contextualized. More than that (which is already in the Manifesto), you want to use exaggeration and story to really make the challenges compelling.  Learning  should   be hard fun.

Another layer is that of 21st Century skills (for examples, the SCANS competencies).  These can’t be taught separately, they really need to manifest across whatever domain learnings you are doing. So you need learners to not just learn concepts, but apply those concepts to specific problems. And, in the requirements of the problem, you build in opportunities to problem-solve, communicate, collaborate, e.g. all the foundational and workplace skills. They need to reappear again and again and be assessed (and developed) separately.

Ultimately, you want the learner to be taking on responsibility themselves.  Later assignments should include the learner being given parameters and choosing appropriate deliverables and formats for communication.  And this requires and additional layer, a layer of annotation on the learning design. The learners need to be seeing  why the learning was so designed, so that they can internalize the principles of good design and so become self-improving learners. You, for example, in reading this far, have chosen to do this as part of your own learning, and hopefully it’s a worthwhile investment.  That’s the point; you want learners to continue to seek out challenges, and resources to succeed, as part of their ongoing self-development, and that comes by having seen learning design and been handed the keys at some point on the journey, with support that’s gradually faded.

The nuances of this are not trivial, but I want to suggest that they  are doable.  It’s a subtle interweaving, to be sure, but once you’ve got your mind around it (with scaffolded practice :), my claim is that it can be done, reliably and repeatedly.   And it should.  To do less is to miss some of the necessary elements for successful support of  an individual to become the capable and continually self-improving learner that we need.

I touched on most of this when I was talking about Activity-Based Learning, but it’s worthwhile to revisit it (at least for me :).

Facilitating Innovation

13 May 2014 by Clark 4 Comments

One of the things that emerged at the recent A(S)TD conference was that a particular gap might exist. While there are resources about learning design, performance support design, social networking, and more, there’s less guidance about facilitating innovation.  Which led me to think a wee bit about what might be involved.  Here’s a first take.

So, first, what are the elements of innovation?  Well, whether you  listen to Stephen Berlin Johnson on the story of innovation, or Keith Sawyer on ways to foster innovation, you’ll see that innovation isn’t individual.  In previous work, I looked at models of innovation, and found that either you mutated an existing design, or meld two designs together.  Regardless, it comes from working and playing well together.

The research suggests that you  need to make sure you are addressing the right problem, diverge on possible solutions via diverse teams under good process, create interim representations, test, refine, repeat.  The point being that the right folks need to work together over time.

The barriers are several.  For one, you need to get the cultural elements right: welcoming diversity, openness to new ideas, safe to contribute, and time for reflection.  Without being able to get the complementary inputs, and getting everyone to contribute, the likelihood of the best outcome is diminished.

You also shouldn’t take for granted that everyone knows how to work and play well together.  Someone may not be able to ask for help in effective ways, or perhaps more likely, others may offer input in ways that minimize the likelihood that they’ll be considered.  People may not use the right tools for the job, either not being aware of the full range (I see this all the time), or just have different ways of working. And folks may not know how to conduct brainstorming and problem-solving processes effectively  (I see this as well).

So, the facilitation role has many opportunities to increase the quality of the outcome.  Helping establish culture, first of all, is really important.  A second role would be to understand and promote the match of tools to need. This requires, by the way, staying on top of the available tools.  Being concrete about learning and problem-solving processes, and  educating them and looking for situations that need facilitation, is another role  Both starting up front and educating folks before these skills are needed are good, and then monitoring for opportunities to tune those skills are valuable.  Finally, developing process facilitation skills,  serving in that role or developing the skills, or both, are critical.

Innovation isn’t an event, it’s a process, and it’s something that I want P&D (Learning & Development 2.0 :) to be supporting. The organization needs it, and who better?

#itashare

Learning Quotient?

1 May 2014 by Clark 2 Comments

I had the good fortune to be invited to the Future of Work event that was held here in Silicon Valley two  weeks ago, and there were four breakouts, one of which was on learning and knowledge management.  You can guess which one I was on (though tempted by the leadership and culture one; there was overlap).

Within that breakout the activity was to pick four topics and further break out.  The issue was meeting workplace needs given the changing nature of work, and I suggested that perhaps the biggest need was to focus on skills that held true across domain, so called meta-cognitive skills, and learning to learn (a total surprise, right?).  That was one that people were interested in, so that’s what we discussed.

We broke down learning into some component elements.  We talked about how your beliefs about learning (your epistemological stance) mattered, as well as your intention to learn, and how effective you were at learning alone and with others.  It also matters how well you use tools and external representations, as well as your persistence.

What emerged was that learning skills shouldn’t be taken for granted.  And consequently, one of the attendees suggested that perhaps along with IQ and EQ, we should be looking at people’s LQ or learning quotient.  I just saw an advertisement that said EQ (they called it EI Emotional Intelligence, probably to avoid trademark infringement) was better than IQ because you can improve your EQ scores. However, the evidence suggests you can improve your LQ scores too.

A decade ago now, Jay Cross and I were pushing the meta-learning lab, and I still think Jay was right claiming that meta-learning might be your best investment.  So, are you aware of how you learn? Have you improved how you learn?  Can you help others learn more effectively?  I believe the answer is yes, and we not only can, but  should.

Aligning with us

12 March 2014 by Clark Leave a Comment

The main complaint I think I have about the things L&D does isn’t so much that it’s still mired in the industrial age of plan, prepare, and execute, but that it’s just not aligned with how we think, learn, and perform, certainly not for information age organizations.  There are very interesting rethinks in all these areas, and our practices are not aligned.

So, for example, the evidence is that our thinking is not the formal logical thinking that underpins our assumptions of support.  Recent work paints a very different picture of how we think.  We abstract meaning but don’t handle concrete details well, have trouble doing complex thinking and focusing attention, and our thinking is very much influenced by context and the tools we use.

This suggests that we should be looking much more at contextual performance support and providing models, saving formal learning for cases when we really need a significant shift in our understanding and how that plays out in practice.

Similarly, we learn better when we’re emotionally engaged, when we’re equipped with explanatory and predictive models, and when we practice in rich contexts.    We learn better when our misunderstandings are understood, when our practice adjusts for how we are performing, and feedback is individual and richly tied to conceptual models.  We also learn better  together, and when our learning to learn skills are also well honed.

Consequently, our learning similarly needs support in attention, rich models, emotional engagement, and deeply contextualized practice with specific feedback.  Our learning isn’t a result of a knowledge dump and a test, and yet that’s most of what see.

And not only do we learn better together, we work better together.  The creative side of our work is enhanced significantly when we are paired with diverse others in a culture of support, and we can make experiments.  And it helps if we understand how our work contributes, and we’re empowered to pursue our goals.

This isn’t a hierarchical management model, it’s about leadership, and culture, and infrastructure.  We need bottom-up contributions and support, not top-down imposition of policies and rigid definitions.

Overall, the way organizations need to work requires aligning all the elements to work with us the way our minds operate.  If we want to optimize outcomes, we need to align both performance  and  innovation.  Shall we?

2014 Directions

1 January 2014 by Clark Leave a Comment

In addition to time for reflection on the past, it’s also time to look forward.  A number of things are already in the queue, and it’s also time to see what I expect and hope for.

The events already queued up include:

ASTD’s TechKnowledge 2014, January 22-24 in Las Vegas, where I’ll be talking on aligning L&D with organizational needs (hint hint).

NexLearn’s Immersive Learning University conference, January 27-30 in Charleston, SC, where I’ll be talking about the design of immersive learning experiences.

Training 2014, in San Diego February 2 – 5, where I’ll be running a workshop on advanced instructional design, and talking on learning myths.

The eLearning Guild’s Learning Solutions will be in Orlando March 17-21, where I’ll be running a 1 day elearning strategy workshop, as well as offering a session on informal elearning.

That’s all that is queued up so far, but stay tuned. And, of course, if you need someone to speak…

You can tell by the topics I’m speaking on as to what I think are going to be, or should be, the hot issues this year.  And I’ll definitely be causing some trouble.  Several areas I think are important and I hope that there’ll be some traction:

Obviously, I think it’s past time to be thinking mobile, and I should have a chapter on the topic in the forthcoming ASTD Handbook Ed.2.  Which also is seen in my recent chapter on the topic in the Really Useful eLearning Instruction Manual.  I think this is only going to get more important, going forward, as our tools catch up.  It’s not like the devices aren’t already out there!

A second area I’m surprised we still have to worry about it good elearning design. I’m beginning to see more evidence that people are finally realizing that knowledge dump/test is a waste of time and money. I’m also part of a forthcoming effort to address it, which will also manifest in the aforementioned second edition of the ASTD Handbook.

I’m quite convinced that L&D has a bigger purpose than we’re seeing, which is naturally the topic of my next book. I think that the writing is on the wall, and what is needed is some solid grounding in important concepts and a path forward.  The core point is that we should be looking from a perspective of not just supporting organizational performance via optimal execution, with (good) formal learning and performance support, but also facilitation of continual innovation and development.  I think that L&D can, and  must address this, strategically.

So, of course, I think that we still have quite a ways to go in terms of capitalizing on social, the work I’ve been advocating with my ITA colleagues.  They’ve been a boon to my thinking in this space, and they’re driving forward (Charles with the 70:20:10 Forum, Jane with her next edition of the Social Learning Handbook, Harold with Change Agents Worldwide, and Jay continues with the Internet Time Group).  Yet there is still a long ways to go, and lots of opportunity for improvement.

An area that I’m excited about is the instrumentation of what we do to start generating data we can investigate, and analytics to examine what we find.  This is having a bit of a bubble (speaking of cutting through hype with affordances, my take is that “big data” isn’t the answer, big insights are), but the core idea is real.  We need to be measuring what we’re doing against real business needs, and we now have the capability to do it.

And an area I hope we’ll make some inroads on are the opportunities provided by a sort-of ‘content engineering‘ and leveraging that for customized and contextual experiences.  This is valuable for mobile, but does beyond to a much richer opportunity that we have the capability to take advantage of, if we can only muster the will.  I expect this will lag a bit, but doing my best to help raise awareness.

There’s much more, so here’s to making things better in the coming year! I hope to have a chance to talk and work with you about positive changes.  Here’s hoping your new year is a great one!

2013 Reflections

31 December 2013 by Clark 1 Comment

It’s appropriate to look back at the year, here at the end of it.  Reflection is a powerful and all-too-neglected tool.  My year started off with a bit of travel and ended up with a lot of thought, writing, and preparation.

I started off with a bang, with two separate trips for presentations in Saudi Arabia with a few weeks of each other (phew!).  The second included a paper that was a stab at rethinking formal learning:  Redesigning Design  (warning, PDF). It integrated my previous discussion of activity-centered learning with backwards design.  And visiting foreign countries is something I enjoy, if not getting there ;).

I also presented at a wide variety of events, from regular venues like  ASTD‘s TechKnowledge and ICE, and the eLearning Guild‘s Learning Solutions, mLearnCon, Performance Support Symposium, and DevLearn. More unique opportunities included the Professional Association of College Trainers and the International Conference on College Teaching and Learning.  I attended Association for Educational Communications and Technology just to hear what’s happening on the academic side.

I always enjoy such opportunities.  The most interesting aspect to me are the discussions that emerge after sessions, whether I’m the one presenting or I’m getting a chance to listen to someone else.  The conversations in-between are also interesting, with colleagues old and new.  Having a chance to mingle informally adds a valuable component to professional interactions.

Which was the driving force to attend a couple of retreats that are a different sort of professional reflection. This past year I attended  Up to All of Us, and a second, similar, get together, both for the second time. These were opportunities to recharge and connect with like-minded colleagues.  The ability to listen and interact in natural settings over an extended period is a separately valuable type of interaction.

Some of my best interactions came online in small groups, not least the Internet Time Alliance  (the rest of you know who you are).  The chance to interact with colleagues like Jay, Jane, Charles, and Harold continues to be a fabulous boon.  My only regret is that we didn’t quite get things going the way I’d originally hoped we would. Despite the intellectual firepower, we didn’t converge on a unified model until too late. I admit my limitation in that I couldn’t really be prepared to ‘go to market’ until we had a core framework that would serve as the basis for tools, a book, etc.  When we finally did, it was too late as everyone had gone off in their own directions, of need. The model is still important, and will be revisited in the forthcoming tome, and while it can serve as a basis for us working together (we’re still an entity, and available), but the real benefit to us is the continued opportunity to interact intellectually as well as personally.

I engaged in client work as well, of course, which is yet another powerful opportunity to learn, coupled with the opportunity to contribute.  I was fortunate to engage with a variety of different organizations in facilitating design and strategy, including some mobile work.  I like it when I can help clarify concepts, leading to tighter design, as well as raise the full spectrum of issues leading to more comprehensive strategies.  I really enjoy getting into specific contexts, coming to grips with the issues, looking for matching models and frameworks, and systematically working through them to provide innovative solutions.  Not when you’re doing the ordinary, but when you are uncertain what’s needed, or need to take it up a notch, is where I’ve been able to add real value.

I spent much of the latter part of the year working on my next  book, to be out this coming year.  I’m not happy with the state of the industry, nor the pace of change, so the book and another initiative (stay tuned) are a couple of stabs at trying to make things better.  If you’re reading this, you’re more likely part of the solution than the problem, of course ;).

I’d also agreed to do a number of chapters in books and articles, so as soon as the book manuscript was done, I had to scramble to meet my other deadlines.  As well as presentations for some of this coming year’s commitments; a topic for another post.  You’ll see more writing emerging in articles, chapters, etc, soon.  Duck!

Personal life was not neglected, I took a couple of weeks off this summer to travel with the family on an East Coast US History tour, from Boston, through New York City, to DC, with a side trip to Gettysburg.  It was not only pleasant, but also a learning experience in many ways, both seeing new things, and seeing them through different eyes.   I also spent some time in the wilderness, backpacking through Yosemite National Park, a different sort of retreat, but equally valuable.  We also dealt with the passing of my mother, which was not unexpected.  It’s odd to finally be the eldest, the patriarch as it were.

I have to say it was a good year, despite the challenges.  And it leads me to be optimistic, looking forward, as is my wont.   I hope that, as you look back on your year, you find insight, inspiration, and satisfaction.

Augmenting Human Intellect: Vale Doug Engelbart

10 December 2013 by Clark 1 Comment

Somehow, I forgot to farewell one of the finest minds to cross our paths.  (I was sure I had, but searching this morning found no evidence. Mea culpa.)  Last night, I had the privilege of attending a Festschrift for Doug Engelbart, who passed last July, with speakers reciting the trajectory and impact of his career.  And I was inspired anew by the depth of his vision.

Doug is widely known as the inventor of the mouse, but that was just an implementation detail in his broader view. His mission manifested further in the ‘mother of all demos‘, where he showed collaborative work, video conferencing, and more, working with a mouse, keyboard, and graphic display. In 1968. And yet this too was just the tangible output of a much larger project.

At a critical juncture early in his career, he took a step back and thought about what he could really contribute.  He realized that the problems the world was facing were growing exponentially, and that our only hope was to learn at a similarly exponential rate, and decided that helping humans accomplish this goal was a suitable life’s work.  His solution was so all-encompassing that most people only get their minds around a small bit of it.

One component was a knowledge work environment where you could connect with colleagues and collaborate together, with full access to articulated knowledge sources. And yes, this foresaw the internet, but his vision was much richer.  Doug didn’t see one editor for email, another for documents, etc, he wanted one work environment.  He was also willing for it to be complex, and thought using inadequate tools as riding tricycles when we should be riding road bicycles to get places.  His notion was much closer to EMACS than the tools we currently use.  The mouse, networks, and more were all just developments to enable his vision.

His vision didn’t stop there: he proposed co-evolution of people and technology, and wanted people developing systems to be using the tools they were building to do their work, so the technology was being built by people using the tools, bootstrapping the environment. He early on saw the necessity of bringing in diverse viewpoints and empowering people with a vision to achieve to get the best outcomes. And continual learning was a key component. To that end, he viewed not just an ongoing reflection on work processes looking for opportunities to improve, but a reflection on the reflection process; sharing between groups doing the work reflection, to collaboratively improve.  He saw not just the internet, but the way we’re now seeing how best to work together.

And, let’s be clear, this isn’t all, because I have no confidence I have even a fraction of it.  I certainly thought his work environment had too high a threshold to get going, and wondered why he didn’t have a more accessible onramp.  It became clear last night that he wasn’t interested in reducing the power of the tools, and was happy for people to have to be trained to use the system, and that once they saw the power, they’d buy in.

To me, one of the most interesting things was that while everyone celebrated his genius, and no argument, it occurred to me to also celebrate that time he took to step aside and figure out what was worth doing and putting his mind to it.  If we all took time to step back and think about what we could be doing to really make a dent, might we come up with some contributions?

I was fortunate to meet him in person during his last years, and he was not only brilliant and thoughtful, but gentle and kind as well.  A real role model.  Rest in peace, Doug.

Moving forward

22 October 2013 by Clark Leave a Comment

Last week, I talked about what L&D could (and should) look like.  In thinking about how to move folks forwards, I’m working on looking at various ways to characterize the different elements, and what various levels of profession should be.  One of my first stabs is trying to get at the necessary core principles, and the associated approach to be taken.  Here’s the thinking:

RethinkingPrinciplesWe start with the culture of the organization.  What the culture should be doing is empowering individuals, providing them with  support for learning. And that is not to provide all the answers, but to support people discovering the answer.  The goal is to not only address optimal execution, but increasingly to address continual innovation, which comes from cooperation and collaboration.  The goal is to augment their existing capabilities with appropriate skills and tools to focus on accomplishing the work to hand.  And not reintroducing things that already exist or can be found elsewhere.

That means that formal learning really should be focused on proprietary activities. Don’t design training on commercial tools, that exists. Save the effort to do a real course for those things that are fixed for long enough and specific to your organization.  And make it meaningful: contexts that the user  gets, skills that the user recognizes are needed, and that will make a real impact on the business.  Done properly, with sufficient practice, it will take time and money: formal learning  should be expensive, so use those precious resources where and when it really should be applied.

Performance support is more likely to add value in the moment, helping augment our limited memory and working memory capacity. When people need to be focused on the task, designing or curating resources to be used in the moment is a more cost-effective option, though again to be used appropriately.  If things are changing too fast, or the situation’s unique, there are better options.  And when you are developing or sourcing support, realize that less is more.  Look to be minimalist, and your performers (and the bottom line) will thank you.

If things are changing too fast, or the situation’s  new and unique (which will be happening more often), the network is likely to be your best resource and likely should be your  first.  The role here is to make sure that the network is available and vibrant. Facilitation of dialog, and skills, will make this solution the most powerful one in a company that intends to thrive.

The infrastructure, beyond the usual integration of tools, needs to take another level down, and start treating content as an asset that drives outcomes.  The steps that matter are to get detailed about the content structures, the model, underneath, and the associated governance. At the end, it requires a focus on semantics, what labels we have and how we define and describe content to move forward into personalization  and contextualization.

Finally, we need to measure what we’re doing, and we have to stop doing it on efficiencies. How much it costs us per seat hour doesn’t matter if that time in the seat isn’t achieving anything. We need to be measuring real business effects: are we increasing sales, decreasing costs or errors, solving problems faster, decreasing time to market, increasing customer satisfaction, the list goes on.  Then, and only then, should we be worrying about efficiencies. Yes, we should be smart about our investments, but all the efficiency in the world about doing something inane is just kind of silly.

So, does this make sense?  Any tuning or clarification needed? Feedback welcome.

 

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