Posted tagged ‘corporate’

The relationship between learning and performance support

18 November 2014

This post is the third in a series in which I deliberate over the semantics of education.

I dedicate this one to Jane Hart whom I was delighted to meet in-person in Sydney last month. Jane is a renowned advocate of performance support in the workplace, and I wonder what she’ll make of my latest musing.

While much of Jane’s work exposes the difference between training and performance support – and implores us to do less of the former in favour of the latter – my post here does not. The difference between training and performance support proxies (at least IMHO) the difference between formal and informal learning, and I do not intend to rehash that which others such as Jane have already documented so well.

Instead, I intend to explore the relationship between learning and performance support, with the former considered in its informal context.

I hasten to add that while much of Jane’s treatment of informal learning is in terms of social media, for the purposes of my post I will remain within the scope of broadcast content that is published by or on behalf of SMEs for consumption by the masses. The platform I have in mind is the corporate intranet.

Business woman typing on computer

A healthy corporate intranet comprises thoughtfully structured information and resources to facilitate learning by the organisation’s employees. While this content is typically delivered in an instructivist manner by the SME, it is probably consumed in a constructivist manner by the end user.

Much of the content – if not most of it – is designed to be consumed before it needs to be applied on the job. Hence I refer to it as “pre-learning”. It is undertaken just in case it will be needed later on, and is thus vulnerable to becoming “scrap learning”.

But of course not all pre-learning is a waste of time; some of it will indeed be applied later on. However it may be quite a while before this happens, so it’s important that the learner can refer back to the content to refresh his or her memory of it as the need arises. This might be called “re-learning” and it’s done just in time.

To support the learner in applying their learning on the job, tools such as checklists and templates may be provided to them for their immediate use. These tools are called “job aids” and they’re used in the workflow.

However job aids aren’t the only form of performance support. Content in the ilk of pre-learning may be similarly looked up just in time, though it was never learned in the first place. These concepts may be so straight-forward that they need not be processed ahead of time.

Business meeting

To illustrate, consider the topic of difficult feedback.

James is a proactive manager who reads up about this topic on the corporate intranet, watches some scenarios, and perhaps even tries his hand at some simulations. But it’s not until an incident occurs a couple of months later that he needs to have that special conversation with a problematic team member. So he refers back to the intranet to brush up on the topic before going into the meeting armed with the knowledge and skills he needs for success.

Jennifer also explores this topic on the intranet while she’s in between projects. Some time later she finds that she too needs to have a conversation with one of her team members, but she feels she doesn’t need to re-learn anything. Instead, she’s comfortable to follow the step-by-step guide on her iPad during the meeting, which gives her sufficient scaffolding to ensure the conversation is effective.

George, on the other hand, has been so busy that he hasn’t gotten around to exploring this topic on the intranet. However he too finds that he must provide difficult feedback to one of his team members. So he quickly looks it up now, draws out the key points, and engages the conversation armed with that knowledge.

The point of these scenarios is not to say that someone was right and someone was wrong, but rather to highlight that everyone is subjected to different circumstances. Sure, one of the conversations will probably be more effective than the others, but the point is that each of the managers is able to perform the task better than they otherwise would have.

Venn diagram showing the intersection of learning and performance support at JIT

So when we return to the relationship between learning and performance support, we see a subtle but important difference.

Learning is about preparing for performance. This preparation may be done well ahead of time or just in time.

Performance support is about, umm… supporting performance. This support may be provided in the moment or – again – just in time.

Hence we see an intersection.

But the ultimate question is: so what? Well, I think an awareness of this relationship informs our approach as L&D professionals. And our approach depends on our driver.

If our driver is to improve capability, then we need to facilitate learning. If our driver is to improve execution, then we need to facilitate performance support.

Arguably these are two different ways of looking at the same thing, and as the intersection in the venn diagram shows, at least in that sense they are the same thing. So here we can kill two birds with one stone.

Let’s get rid of the instructors!

9 September 2014

The title of my previous post, Let’s get rid of the instructional designers!, was a tongue-in-cheek reference to a radical view of instructional design.

I think it would be safe to say that the vast majority of us in the L&D profession do not advocate the riddance of instructional designers. On the contrary, they are the experts in a science that is critical to the overall performance of the organisation.

The title of this post however, while similarly tongue-in-cheek on my part, is much less so on the part of many of my peers.

We live in an era where “training”, “lecture”, “course” and even “teaching” have become dirty words. In their place, a learner-centered vocabulary espousing “inquiry”, “exploration” and “discovery” are the soupe du jour.

A manifestation of this trend is no more vivid than in the invective directed at MOOCs – or more accurately, xMOOCs. To many L&D folks, these types of courses (there’s that word again) are mere replicas of the lectures and exams that they so despise. Ergo, xMOOCs are bad.

Now I maintain this view sells xMOOCs short, but for the sake of argument I’m willing to pretend that this mode of delivery is devoid of constructivist empowerment. I acknowledge that many MOOCs do replicate olde worlde instructivism, at least in part.

And here’s where I propose something counter-radical: Sometimes that’s a good thing.

Screenshot of Foundations of Business Strategy

Indeed, I advocate direct instruction under the following circumstances:

1. When the learner is a novice.

Novice learners don’t know what they need to know. But the expert does.

By adopting an instructivist approach, the expert can scaffold the learning experience and construct a foundational framework for the subject matter. The learner can then build upon this foundation by other means.

2. When the subject matter is complex.

By definition, complex subject matter consists of interconnected parts which may be difficult to make sense of through inquiry, exploration and discovery.

Sometimes it makes more sense to have someone who understands the system explain it to you end-to-end.

3. When the subject matter is black & white.

It’s worth noting that complex is not the same as complicated, whereby inquiry, exploration and discovery may be eminently suitable for gathering multiple versions of the “truth”.

Geopolitics springs to mind, but cooler headed topics such as strategic thinking and decision-making are also highly dependent on context, lending themselves to a more constructivist approach.

But not all topics are like that. Consider financial statement analysis: the content is so straight-forward that it would make little sense to inquire, explore and discover, when you could simply see how it’s done and practise it for yourself.

4. When speed to competence is important.

Learners in the workplace are time poor, and whatever the topic, their employer demands that they get up to speed quickly. Otherwise, don’t come Monday.

These people don’t have the luxury of a semester to inquire, explore and discover. They need to know what they need to know now.

5. When the learning outcome is non-negotiable.

There are some things that your employer must know that you know. It may be critical to your role, a compliance obligation, or a risk management issue; so it can’t be left to chance.

Personally, I think the indicator of must-know learning is its assessment. I wouldn’t care so much where, when or even how you learned it, so long as you did.

However, I can also see that if an employer found itself in court because one of its employees sexually harassed one of his colleagues, it would want to demonstrate that it had provided sufficient training to that individual.

6. When the learner is less inclined.

We in the L&D industry tend to believe (or want to believe) that our target audience is just like us. They’re self-motivated individuals with a hunger to inquire, explore and discover.

The truth, of course, is that our target audience occupies the full spectrum of autodidactism. And dare I suggest many huddle at the lower end.

Woman using computer

Getting back to xMOOCs specifically, another point I wish to make is that just because they are delivered in an instructivist manner, does not mean they must be consumed in an instructivist manner.

While the learner is free to work their way through the curriculum along the pre-defined weekly path, they are also free to inquire, explore and discover at their discretion within a thoughtfully structured environment.

But oh no! If we empower the learner to drive their own MOOC experience, they might not finish it!

Grumpy cat thinking they just won't complete their MOOCs.

As history reminds us time and time again, no one view is ever the “right” one – at least, not all the time.

Our perspective is so dependent on the circumstances that we learning pro’s must appreciate the problem before trumpeting or poopooing the solution.

Just as it makes little sense to get rid of the instructional designers, it makes little sense to get rid of the instructors. Instead, let’s get smarter about instruction.

The dawn of a new generation

22 July 2014

User-generated content (UGC) is not a novel concept, but most of us in the corporate sector have barely scratched its surface.

Beyond enterprise social networks – which are hardly universal and face substantial challenges of their own – UGC in the broader sense is beset by concerns about content quality, accountability, organisational culture, job security and power dynamics.

And yet… the world is changing.

Notwithstanding either the validity or the importance of our concerns with UGC, the traditional training model is becoming increasingly unsustainable in the modern workplace. And besides, I think most of our concerns can be addressed by a change in mindset, a little imagination, a dash of trust, and a collective commitment to make it work.

To explore the practicalities of user-generated content, the Learning Cafe sponsored a webinar entitled Learner Generated Learning Content – Possibilities, mechanics and chaos? The event was hosted by Jeevan Joshi and presented by myself, Andrew Mazurkiewicz and Cheryle Walker.

My part comprised a proposed solution to a fictional caselet. Both the caselet and the transcript of my proposal are outlined below…

Call centre

Ron is the manager for a 250 seat contact centre at an insurance company in 3 locations. Ron has made sure that there is a comprehensive training program to cover all aspects of the job. However in the past 6 months improvements have plateaued despite improving the content and structure of the training workshops. Ron did an analysis of contact centre data and concluded that further improvements were only possible if practical knowledge and better practices known to the team were shared in the team.

Denise, a team leader suggested that operators would be keen to share how they dealt with difficult or complex calls using the web cam on the PC and post it on the intranet. Ron was concerned that recording may be a distraction and may be perceived by some as monitoring performance. Kit, the Learning Consultant insisted the videos should be loaded on the LMS so that the time spent and results could be tracked. There were also concerns that inappropriate videos may be posted. Denise was however convinced that it was a good idea and the only way to improve further performance. What should Ron do?

Formal training

Well firstly I think Ron should retain his formal training program. It’s important for the organisation to cover off its “must know” knowledge and skills, and formal training can be a quick and efficient way of doing that. Besides, moving away too radically from formal training would probably be a culture shock for the company, and thus counter-productive. So in this case I suggest it would be best to build on the foundation of the training program.

Training is the front end of an employee’s learning & development. I know from first-hand experience that there is a lot for contact centre staff to take in, and they can’t possibly be expected to remember it all. So the formal training needs to be sustained, and a powerful way of doing that is with an informal learning environment.

Formal training complemented by a content repository

A key component of the informal learning environment is the content repository – such as an intranet or a wiki – that contains content that the employee can search or explore at their discretion. The logical place to start with this content is with the existing training collateral. Now, I don’t mean simply uploading the user guides, but extracting the information and re-purposing it in a structured and meaningful way on-screen.

If Denise knows operators who are keen to generate content, then I would certainly welcome that. These people are the SMEs – they live and breathe the subject matter every day – so they are the obvious choice to add value.

However, I’m not sure if web cams are necessarily the way to go. In the case of dealing with difficult calls, audio would be a more authentic choice; visuals wouldn’t add anything to the learning experience – in fact, they’d probably be distracting. The operator could request a particular recording from the quality system and write up in text how they handled the call. And if they used a tool like Audacity, they could easily cut and edit the audio file as they see fit.

Another way of generating content – especially for process and system training – might include Captivate or Camtasia, which are really easy to use to produce handy tutorials.

An important point to remember is that the operator on the phone might need to look up something quickly. For example, if they have an angry or abusive caller on the other end of the line, they won’t have the luxury of wading through reams of text or listening to a 7-minute model call. So it’s important that the practical knowledge be provided in the form of job aids – such as a template or a checklist – that the operator can use on-the-job, just-in-time.

I don’t agree with Kit that this content should be put on the LMS. Frankly, no one will go in there – and in my opinion, that’s not what an LMS is for. By definition, an LMS is a Learning Management System – so use it to manage learning. It makes sense to use the LMS for the formal training program – for things like registrations, grading, transcripts, reporting etc. In contrast, what we’re talking about here is the act of learning – not its management. The operator needs a resource that is easy to access, easy to navigate, to learn what they need to do their job in the moment.

We must remember that the point of learning is performance – so the focus of our measurement and evaluation energies should be on the performance stats. The employees would have been thoroughly assessed during the formal training program, so now is not the time to go loading the LMS with more stuff just for the sake of tracking it. The real tracking now should be done with the business scorecard.

Formal training complemented by a content repository, which in turn is complemented by a social forum.

OK, a missing link in this solution is a social forum.

If an operator can’t find what they need, a social forum enables them to ask their crowd of peers. And again, because these peers are themselves SMEs, someone is likely to have the answer. Not only does this approach service the operator with the information they need, but other operators can see the interaction and learn from it as well.

Also, by keeping tabs on the discussions in the forum, the L&D professional can identify gaps in the solution, and review the content that is evidently unclear or difficult to find.

So in summary, my solution for Ron is an integrated solution comprising his formal training program, complemented by an informal learning environment including a structured content repository, which in turn is complemented by a social forum.

Those among us who like the 70:20:10 model will see each component represented in this solution.

Formal training (10) complemented by a content repository (70), which in turn is complemented by a social forum (20).

Do you agree with my integrated solution? What else would you recommend, or what would you propose instead?

Are we witnessing the dawn of a new generation? Can user-generated content be a core component of the corporate L&D strategy? Or is it just a pipe dream?

The point of compliance

15 April 2014

Why do we wear seat belts?

To avoid the fine… right?

I really wish I embedded this video into Take the law out of compliance training, but I didn’t.

So here it is now.

Out of the shadows

24 February 2014

“What apps do you recommend?”

With the proliferation of smartphones and tablets in the workplace, this is a question I am being asked with increasing frequency.

And I don’t really like answering it. I mean, I have my faves, but they are my faves. What I find useful might prove useless for you. It all depends on the nature of your role and what you are endeavouring to do with your device.

So to better inform my answer to this question, I am crowdsourcing a list of favorite business apps. I can now point to a dynamically curated selection of apps that a range of other people find useful. The weight of numbers lends credibility to my recommendations.

Businessman with information and resources streaming out of his smartphone

While it’s early days yet, I’m not surprised to see Evernote streaking ahead. In just about every conversation I have with my peers about apps, the peppermint pachyderm rates a mention. It seems everyone is talking about the elephant in the room!

However, I am surprised by the listing currently in second place: Dropbox. I’m not surprised by the fact it’s listed as a favourite app – Dropbox is excellent! – but rather that it’s listed as a favourite business app.

You see, while Dropbox offers wonderful affordances in terms of cloud-based storage and retrieval, it’s (apparently?) not very secure. Despite its Help Center’s claim to the contrary, the internet is littered with warnings such as this one and IT departments tend to frown upon its use.

Nonetheless, people use it. A lot. For business.

I see this as a sign of the times. Employees are circumventing their company’s restrictive and frustrating IT policies with their own technology.

Now I must stress that I am neither an IT manager nor a security expert. I am not arguing one way or the other on whether this is right or wrong. What I am saying is that this is happening. Shadow IT is casting itself over the corporate landscape.

Consider the implications for the e-learning professional:

  • Your employees expect to access information and resources on their own device – whatever make, model or operating system it may be.
  • Your employees are watching YouTube videos and engaging in social media, even if those sites are blocked by the company.
  • Your employees are participating in MOOCs, even if you disagree with their pedagogy.
  • Your employees are playing games when they get bored or they need a break.
  • Your employees are familiar with apps and they are using them.

The list goes on… You can try to suppress it – or embrace it.

Isn’t it time for your organisation’s e-learning to come out of the shadows?

E-Learning Provocateur: Volume 3

13 November 2013

Hooray! My E-Learning Provocateur: Volume 3 is now available.

This volume comprises my latest collation of articles from this blog. As in the earlier volumes, my intent is to provoke deeper thinking across a range of e‑learning related themes in the workplace, including:

E-Learning Provocateur: Volume 3•   Mobile learning
•   Informal learning
•   MOOCs
•   Flipped classrooms
•   Social intranets
•   Open badges
•   Self publishing
•   Augmented reality
•   The future of e-learning

E-Learning Provocateur: Volume 3 is available in both paperback and Kindle formats.

If you enjoy it, please review it on Amazon!

Udemy for you and me

13 August 2013

It seems like every time you blink, another free tool becomes available to help you create online learning resources.

One of them is Udemy – a web-based platform that enables anyone to create and deliver online courses for free. Simply open an account and you are provided with the tools you need to structure your curriculum, upload your content, and publish your course to the world.

Udemy has actually been around since 2010, but I only recently decided to dabble in it. In so doing, I created Audacity Crash Course and The Wide World of MOOCs.

Audacity Crash Course landing page The Wide World of MOOCs landing page

I thoroughly enjoyed using Udemy. I found it to be a simple yet powerful tool.

Having said that, everything has its pro’s and cons, and this was no exception. In case you are considering using Udemy for your own purposes, I will share some of my experience with you now…

Thumbs up

Pro’s

  • Udemy is incredibly easy to use. Creating lectures, rearranging them and uploading the content is a dream. I jumped straight into it without referring to the instructions, and while I’m familiar with authorware, I expect it’s intuitive enough for Average Joe to work out too. If not, it’s carefully scaffolded each step of the way.

  • The help resources are helpful. When I couldn’t figure out how to delete a lecture, for example, I found the solution via someone else who had raised a similar problem.

  • Every course undergoes a quality review process by the Udemy team. If and when it meets their standards they will add it to the marketplace, which means it will be discoverable by the public. The turnaround time for this process is 3-4 business days, which I consider reasonable.

  • When you publish your course, it is immediately live on the interwebs. That means prior to (and even regardless of) it being accepted into the marketplace, it will have a URL which you can promote to your target audience.

  • The business model enables you to monetise your course by assigning a price to it, of which Udemy claims a 30% cut. This seems reasonable to me, as it is the same cut that Amazon takes via its Kindle Direct Publishing service.

  • A coupon generator allows you create discount coupons at your discretion, empowering you to set the discounted price, the number of coupons, and the deadline. Of course, your cut will then come out of the discounted price rather than the full price. (The algorithm is slightly different for coupon-derived sales.)

  • You can also add your course to the Udemy affiliate program, which makes it available for others to promote for a share of the spoils. Conversely, you can earn a cut by promoting other people’s courses too.

Thumbs down

Cons

  • Udemy assumes that the bulk of your course will be lectures. In fact, one of their standards is that the course contains a minimum of 30 minutes of video content. While I understand why they do this, I also suspect it encourages “padding” and might make the course longer than it ought to be.

  • Another standard maintains that the lectures be 2-15 minutes in length on average “or appropriately long based on the instructional content”. I ran afoul of this one when I published The Wide World of MOOCs because – as you can see on the landing page – most of my lectures are less than 2 minutes each, which I argued was instructionally sound in light of the nature of the content.

    If Udemy had rejected my argument, I would have had no choice but to consolidate my Q&A videos into one long clip – which not only would have compromised the integrity of the instruction IMHO, but also would have affected the marketing as prospective students would not be able to see the full outline of the contents.

    Luckily though, the Udemy folk were true to their word and honoured the “or appropriately long based on the instructional content” aspect of the standard.

  • Udemy’s predilection for video presents another unexpected quibble. Leaving aside academic arguments about the pedagogy of lectures – which I think, for the record, depends on the circumstances – the curriculum builder labels every stage of your course a “lecture”. This makes it awkward when, for example, you want to upload a reading list, or web links, or a template. None of these things is a lecture, but they’re called one nonetheless.

  • While Udemy allows you to pick the thumbnail of each video lecture, it offers you only a limited selection. Typically you would want to pick the first frame; otherwise the video appears jumpy as it briefly shows the thumbnail drawn from somewhere midway before autoplaying from the beginning. Unfortunately, though, this first frame is often left out of the selection.

  • The method for deleting a lecture isn’t obvious. Having to click the little pencil first as if you were changing its title doesn’t make sense.

  • While rearranging the lectures is beautifully afforded via dragging and dropping, the same can’t be said of the downloadable materials. Murphy’s Law dictates that you need to make an edit or an update to the file at the top of the list, which means you must delete them all and then re-upload them.

  • You have to send an email to the affiliate team to request them to add your course to the affiliate program. This is a bit clunky, and naturally you want to fire off the request straight away. The problem is, your course can be added to the affiliate program only when it is live in the marketplace – which it won’t be for another 3-4 business days!

Open palm

Suggestions for improvement

In case anyone from the Udemy team is reading this, I respectfully suggest the following improvements…

  • Relax the enforcement of the standards. If a particular course doesn’t technically meet a requirement, the review team should be authorised to make a judgement call on whether to let it slide.

  • Consider labelling each stage of the course a “topic” rather than a “lecture”.

  • Allow the course owner to upload a customised thumbnail like YouTube does. That way, if the system doesn’t automatically pick up the first frame as a thumbnail, the owner can plug it in manually.

  • Place the trash can icon on each lecture’s banner so that it’s obvious how to delete it. A warning message should be sufficient to prevent accidental deletions.

  • Enable the dragging and dropping of the downloadable materials in the curriculum builder for resequencing purposes.

  • Incorporate an option during the publishing process to add the course to the affiliate program. Then, as soon as it is live in the marketplace, it is automatically added to the program.

UFO

All in all, though, I must re-emphasise that I thoroughly enjoyed using Udemy. I think it’s an excellent tool.

Not only can you use it to distribute your own expertise, but it’s so easy to use that the SME’s in your organisation can use it to distribute their expertise too.

Anyone interested in leveraging Udemy for workplace training should look into Udemy for Organizations which provides a private, branded portal with exclusive access only for your employees.

UFO might be a viable option for companies that don’t have an LMS, or for others that are seeking an alternative delivery platform.


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