Posted tagged ‘strategy’

Micro-learning’s unsung sibling

9 April 2019

Micro-learning is so hot right now.

But I’m not going to deliberate over its definition. If you’re into that, check out Shannon Tipton’s Microlearning: The Misunderstood Buzzword and 7 Deadly Myths of Microlearning.

Nor am I going to try to convince you to jump on board, or abandon ship.

Instead, I’m going to consider firstly how micro-learning might be used in a corporate training context; and secondly, pivot towards something slightly different.

And if you were to find any value in these musings, I’d be delighted.

How micro-learning might be used

The nature of micro-learning lends itself to the campaign model.

Independent but related packets of content that are distributed over time can be woven into the working day of the target audience, and hence reduce time “off the floor”. In this context, the micro-learning is the training.

Similarly I see an opportunity for micro-learning to be deployed before the training. The content can prime the target audience for the experience to follow, perhaps in the form of a flipped class.

And of course I also see an opportunity for micro-learning to be deployed after the training: what one may call “reinforcement” to improve retention and increase the probability of knowledge transfer.

Sure, but does it work?

Well cognitive science suggests it does. I recommend reading up on the forgetting curve, subsumption theory, Piaget, cognitive load, the spacing effect and interleaving. It’s worth it.

A hand holding a pen pointing to a chart.

The pivot

While I’m obviously an advocate of micro-learning, a less buzzy but perhaps just-as-important variant is micro-assessment.

This is similar to micro-learning except the content is in question format – preferably scenario based and feedback rich.

In one sense, the two approaches may be conflated. Formative assessment is nothing new, and a few daily questions over a set timespan could constitute training, or prompt critical thinking pre-training, or promote application post-training.

If you want more bedtime reading, I suggest looking up the testing effect or its synonyms, retrieval practice and active recall.

However I feel the untapped potential of micro-assessment lay in its summative power. As the bank of results builds up over time, the data can be used to diagnose the population’s understanding of the subject matter. If the questions are aligned to competencies, the knowledge gaps can be identified and closed with further interventions.

Hence, micro-assessment can be leveraged to execute an assessment first strategy, thereby increasing the relevance of the L&D service offering to the business.

And if you want yet more bedtime reading, I suggest exploring metacognition and its effect on motivation.

On that note, good night!

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The L&D maturity curve

4 March 2019

Over the course of my career, I’ve witnessed a slow but steady shift away from formal learning to informal learning.

Of course, remnants of the “formal first” philosophy still exist, whereby every conceivable problem is attempted to be fixed by a training solution, typically in the form of a course. Over time, the traditional classroom-based delivery of such courses has increasingly given way to online modules, but that’s merely a change in format – not strategy.

While courses certainly have their place in the L&D portfolio, the forgetting curve places a question mark over their longterm effectiveness on their own.

The informal first philosophy balances the pendulum by empowering the employee to self-direct their learning in accordance with their personal needs.

While in some cases informal learning obviates the need for training, in other cases it will complement it. For example, I see the informalisation of learning as an opportunity to deliver the content (for example, via a wiki) which can be consumed at the discretion of the employee. The focus of the course then pivots to the application of the content, which is the point of learning it in the first place. Similarly, the assessment evaluates the learning in the context of real-world scenarios, which is what the learner will encounter post-course.

And since the content remains accessible, it can be used for ongoing reference long after the course has been completed.

A hand holding a pen pointing to a chart.

While I consider the informal first philosophy a giant leap in L&D maturity, it essentially pertains to instructional design. For a more holistic view of L&D, I propose an “assessment first” philosophy by which the capability of the target audience is analysed prior to any design work being undertaken.

The rationale for this philosophy is best appreciated in the context of an existing employee base (rather than greenhorn new starters). Such a group comprises adults who have a wide range of knowledge, skills and experiences. Not to mention they’ve probably been doing the job for a number of years.

Sheep dipping everyone in this group with the same training doesn’t make much sense. For a minority it might be a worthwhile learning experience, but for the majority it is likely to be redundant. This renders the training an ineffective waste of time, and an unnecessary burden on the L&D team.

By firstly assessing the target audience’s proficiency in the competencies that matter, a knowledge gap analysis can identify those in which the population is weak, and targeted training can be delivered in response. Individuals who are “not yet competent” in particular areas can be assigned personalised interventions.

This approach avoids the solution first trap. By focusing the L&D team’s attention on the real needs of the business, not only does the volume of demand reduce, but the work becomes more relevant.

The assessment first philosophy may appear incongruent where new starters are concerned, who by definition are assumed to be weak in all competencies – after all, they’ve only just walked through the door! – but I counter that assumption on two fronts.

Firstly, not all new starters are doe-eyed college grads. Many have had previous jobs in the industry or in other industries, and so they arrive armed with transferable knowledge, skills and experiences.

And regardless, the informal first philosophy holds true. That is to say, the new starter can consume the content (or not) as they see fit, demonstrate their understanding in the scenario-oriented “course”, and formalise it via the assessment.

The results of the assessment dictate any further intervention that is necessary.

Of course, some topics such as the company’s own products or processes will necessitate significant front-end loading via content development and maybe even curricula, but these may be considered the exception rather than the rule. By looking through the lens of assessment first, the L&D team works backwards to focus that kind of energy on where it is warranted.

It is also worth noting the assessment first philosophy renders the traditional “pass mark” obsolete, but such a radical idea is a story for another day!

Laptop showing business metrics.

While the assessment first philosophy represents an exponential leap in the maturity of L&D, there is yet another leap to make: “performance first”.

The raison d’être of the L&D team is to improve performance, so it’s always been a mystery to me as to why our work is so often disconnected to the business results. I do appreciate the barriers that are in our way – such as the inexplicable difficulty of obtaining the stats – but still, we can and should be doing more.

Under the performance first paradigm, it is not knowledge gaps that are analysed, but rather performance gaps. A root cause analysis identifies whether the cause is a capability deficiency or not – in the case of the former, a capability analysis feeds into the assessment first approach; in the case of the latter, a solution other than training is pursued instead.

As with assessment first, performance first may appear incongruent where new starters are concerned. After all, their stats thus far are zero, and waiting to recognise poor performance may have unacceptable consequences.

So again we have another exception to the rule whereby some folks may be scaffolded through L&D intervention prior to their performance being analysed. However the point is, we needn’t force everyone down that road. It depends on the circumstances.

And again, by looking through the lens of performance first, the L&D team works backwards to focus its energy on where it is needed. But this time with results at the forefront of the team’s purpose, its relevance to the business goes through the roof.

The L&D Maturity Curve, featuring Formal First rising to Informal First rising to Assessment First rising to Performance First. The x-axis represents maturity of the L&D function and the y-axis represents its relevance to the business.

I realise my take on L&D maturity might freak some of my peers out. Concurrently, others will argue that we should leapfrog to performance first now and get on with it.

Personally I consider the maturity curve a journey. Yes, it is theoretically possible to skip stages, but I feel that would be a shock to the system. From a change management perspective, I believe an organisation at one stage of the curve would achieve more success by growing into the next stage of the curve, while ironing out the bugs and creating the new normal along the way.

Besides, it isn’t a race. Important journeys take time. What matters is the direction in which that journey is heading.

The foundations of innovation in L&D

14 May 2018

There are two sides of the innovation coin in corporate learning & development: technology and pedagogy.

The former is rather obvious and is often conflated with the term innovation. Futuristic hardware and magical software that educates everyone at the press of a button are tempting “solutions”. Some folks call this mindset Shiny New Toy Syndrome, and by golly, it’s a pandemic.

The latter is less obvious because it involves thinking, and I’m not being facetious when I say that thinking is hard. Traditional ways of learning in the workplace are, by definition, ingrained in the psyche of the vast majority of the workforce. Changing the concept of how we learn and redefining how we can help people do it better involve shifting the organisation’s culture, and that is a challenge greater than any IT implementation.

I see technology as an enabler of the pedagogical outcome, rather than it being the outcome per se. And just as we must learn to walk before we can run, so too must an organisation lay the foundations of innovation before it can reach for the stars. Though not as sexy as their more tweeted-about alternatives, these foundations are the building blocks of long-term efficiency, flexibility and creativity.

So what are the foundations of innovation in L&D?

I will hereby attempt to answer this question by looking through the lens of the 70:20:10 model. Whereas previously I have advocated this approach when designing a solution for a specific learning objective, this time I’m elevating the approach to the strategic level, with a view to designing a future-proofed solution for all the organisation’s learning objectives.

The Foundations of Innovation in L&D: content library, knowledge base, enterprise social network, and performance-oriented training

The 70

From the get-go, a false idol that must fall is the belief that the role of the L&D department is to create all the training to meet the organisation’s learning needs. These needs are so diverse within and across all the different job roles that the task is an almost comical impossibility.

Moreover, a large proportion of these needs is generic; despite what many organisations think, they’re not that special. Analytics is analytics. Decision making is decision making. Difficult conversations are difficult conversations. The nature of such content is universal.

So my first building block is a third-party content library. There are many players in this space, and sure it makes sense to pick one that matches your organisation’s profile, but their pedagogical purpose is the same: to provide your people with immediate access to an extensive suite of learning assets, covering a broad range of topics, on demand. Such a resource empowers self-directed learning which, in the language of 70:20:10, can be done on the job, just in time.

Another false idol to fall is the myth that all the information we need is at our fingertips. Clearly, not all our needs are generic. The organisation is special in the sense that has its own products, processes, systems, policies, etc, which a third party will never cover.

So my second building block is an in-house knowledge base. Whether the underlying technology is an intranet, CMS or wiki, again the pedagogical purpose is the same: to provide your people with on-demand access to bespoke content that improves performance.

The 20

Despite the best intentions of a content library and a knowledge base, they will never meet every conceivable learning need. An enterprise social network covers the “in-betweens”, principally by empowering everyone to ask their own questions to the crowd, and to keep abreast of emergent knowledge in the moment.

The 10

The building blocks in the 70 and the 20 spearhead an informal first approach to learning and development which lifts a mountain of weight off the shoulders of the L&D team. Freed from the burden of training everything, we can now focus our attention on what should be trained.

Furthermore, these building blocks enable change in the nature of the training. With the bulk of the content hosted elsewhere, it doesn’t need to be shovelled into the course. The class can be flipped, the narrative pared back to its key messages, and a scenario-based design adopted to train not the content, but its application.

In this way, the training becomes performance oriented.

A man working on a house frame

By no means do these building blocks exhaust the 70:20:10 model, nor do they represent the extent of innovation in L&D. Rather, they form the bedrock of further innovation.

For example:

  • User-generated content has a home, not only where it can be housed, but also where it can be governed.

  • Blended learning goes beyond pre-work online modules by integrating social activity and ongoing performance support.

  • Corporate MOOCs have a delivery vehicle.

  • Micro-learning and micro-assessments have a rich source of reference content to which remedial feedback can link.

  • If the content library, knowledge base and ESN are mobile accessible, they support mobile learning.

  • Any reduction in training volume creates more space to explore emerging technologies such as AI, VR and AR.

  • An orderly, structured L&D service offering provides the basis for a proper consideration of the value that a next-generation learning management system may add (or not).

So while I remain an advocate of ad hoc innovation, I see it as a necessity in the absence of a plan. My preference is a much more strategic approach, bedding down what matters most to meet the immediate needs of the business, prior to building additional innovative initiatives that stand firmly on that foundation.

In this way, not only do we innovate now, but we have a platform for innovating into the future.

7 tips for custodians of capability frameworks

18 September 2017

Wow, my previous blog post elicited some rich comments from my peers in the L&D profession.

Reframing the capability framework was my first foray into publishing my thoughts on the subject, in which I argued in favour of using the oft-ignored resource as a tool to be proactive and add value to the business.

To everyone who contributed a comment, not only via my blog but also on Twitter and LinkedIn… thank you. Your insights have helped me shape my subsequent thoughts about capability frameworks and their implementation in an organisation.

I will now articulate these thoughts in the tried and tested form of a listicle.

Metallic blue building blocks, two golden.

If you are building, launching or managing your organisation’s capabilities, I invite you to consider my 7 tips for custodians of capability frameworks…

1. Leverage like a banker.

At the organisational level, the capabilities that drive success are strikingly similar across companies, sectors and industries. Unless you have incredibly unique needs, you probably don’t need to build a bespoke capability framework from the ground up.

Instead, consider buying a box set of capabilities from the experts in this sort of thing, or draw inspiration *ahem* from someone else who has shared theirs. (Hint: Search for a “leadership” capability framework.)

2. Refine like a sculptor.

No framework will perfectly model your organisation’s needs from the get-go.

Tweak the capabilities to better match the nature of the business, its values and its goals.

3. Release the dove.

I’ve witnessed a capability framework go through literally years of wordsmithing prior to launch, in spite of rapidly diminishing returns.

Lexiconic squabbles are a poor substitute for action. So be agile: Launch the not-yet-finished-but-still-quite-useful framework (MVP) now.

Then continuously improve it.

4. Evolve or die.

Consider your capability framework an organic document. It is never finished.

As the needs of the business change, so too must your people’s capabilities to remain relevant.

5. Sing from the same song sheet.

Apply the same capabilities to everyone across the organisation.

While technical capabilities will necessarily be different for the myriad job roles throughout your business, the organisational capabilities should be representative of the whole organisation’s commitment to performance.

For example, while Customer Focus is obviously relevant to the contact centre operator, is it any less so for the CEO? Conversely, while Innovation is obviously relevant to the CEO, is it any less so for the contact centre operator?

Having said that, the nature of a capability will necessarily be different across levels or leadership stages. For example, while the Customer Focus I and Innovation I capabilities that apply to the contact centre operator will be thematically similar to Customer Focus V and Innovation V that apply to the CEO, their pitches will differ in relation to their respective contexts.

6. Focus like an eagle.

Frameworks that comprise dozens of capabilities are unwieldy, overwhelming, and ultimately useless.

Not only do I suggest your framework comprise fewer rather than extra capabilities, but also that one or two are earmarked for special attention. These should align to the strategic imperatives of the business.

7. Use it or lose it.

A capability framework that remains unused is merely a bunch of words.

In my next blog post I will examine ways in which it can be used to add value at each stage of the employee lifecycle.

Educate everyone

19 April 2016

My all-time favourite example of augmented reality has been reinvented.

When I first saw BMW’s augmented reality glasses on YouTube over 8 years ago, I was excited. It heralded a new dawn in educational technology. A golden age in which learning & performance would be transformed.

Then… nothing.

For years afterwards, augmented reality seemed to be trapped in the mystical realm of what it “could” do in the future. Indeed it offered amazing potential, but with too few examples of the technology in use, not much reality was really being augmented.

More recently, Google Glass has been making in-roads, though I consider it more of a data display device than an AR headset. And Microsoft’s work on HoloLens is truly inspiring, but it’s not quite ready yet.

Then… BOOM!

At the 2016 Consumer Electronics Show, Hyundai unveiled its Virtual Guide. Overnight, the Korean boffins made BMW’s augmented reality glasses a reality for the rest of us.

Now, I use the term “overnight” with poetic licence. Hyundai actually unveiled its AR app in the previous year. And yes, there have been other practical applications of AR done by other companies. Heck, they’re not even the first car maker to do it.

But all that is moot, because the point is this is the first time in a long time that I’ve been impressed by a mainstream brand. To me, Hyundai stands out from the myriad other car makers as a leader – not only in innovation, but also in customer service.

I compare them to Honda, for example, whose Civic can’t even play the songs on my Samsung smartphone.

Surprised koala

Hyundai’s app prompted me to consider the relationship between e-learning and marketing in the corporate domain.

Traditionally, e-learning (along with the rest of L&D) is inward focused; its specialists are charged with developing the capability of the organisation’s employees. In contrast, marketing is outward focused; its specialists are charged with attracting more customers.

Indeed there has been consideration of combining marketing with e-learning to promote and motivate employee development, but how about the reverse? How about combining e-learning with marketing to engage customers?

As Hyundai has demonstrated, e-learning can be used as a vehicle to establish a leadership position for the brand. Yet it can do more.

Consider an insurance company. Like cars, this is another sector that is usually considered boring by the general public and faces stiff competition. How about another TV advertisement featuring a loving family and a dog and… yawn… sorry, I can’t be bothered finishing this sentence.

Instead, how about a customer education strategy that teaches the public the fundamentals of insurance, providing a clear explanation of the concept, untangling its mind-boggling options and variations, ultimately helping regular folks like you and me make better decisions about our finances.

The strategy might involve a YouTube channel, an expert-authored blog, a moderated discussion forum, a free webinar series, a corporate MOOC… all open to the public.

Could someone consume your wonderful content and buy their insurance from someone else? Of course, some people base their purchasing decisions solely on price. But many don’t. With the trust and goodwill your education generates, I’d wager that plenty of prospective customers will prefer the brand that empowered them.

At the very least, you’d attract more customers with an education strategy than without one.

So don’t just educate your staff. Educate everyone.

Offside

1 December 2015

Five years ago today, I wrote How not to do social media to express my disappointment at the Football Federation of Australia’s mismanagement of its social business strategy.

The comparative fan bases of the Socceroos and Bubble O' Bill pages on Facebook (01/12/15)

As you can tell from the latest graph of Facebook likes, the pride of the nation is still getting licked by the ice-cream cowboy.

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?