Posted tagged ‘training’

Clarifying the extension

10 May 2016

Extended Enterprise Training (EET) is a term that was introduced to me by Don Presant in response to my previous blog post Educate everyone.

EET is poised to become the “next big thing” in corporate L&D, but what is it exactly? Most sources I’ve looked up agree with Webanywhere’s definition of the term:

Extended Enterprise Learning is any training that is provided to learners outside of your organization. The training could be targeted at dealers, channel distribution partners, suppliers, resellers, franchisees, and even your customers.

I don’t disagree with this definition, but I do wish to provoke deeper thinking by challenging it.

Inigo Montoya

Take franchisees as the first talking point. I consider it a stretch to think of them as being outside of your organisation. Sure, they might not be on your payroll, but my local McDonalds is a part of the universal Golden Arches empire. I bet my Big Mac that Ronald says so too.

I put dealers in the same basket. Indeed, the folks in Aichi Prefecture don’t pay the sales guy at my local Toyota dealership out of their own pockets, but they’d choke on their saké at the suggestion he didn’t belong to the Toyota family. And rightly so.

Partners, suppliers, resellers… these make much more sense to me. And I would replace “even your customers” with “especially your customers” – as that’s where I believe the untapped upside of EET lay.

So I guess my argument relies on the concept of brand. To me, anyone doing business wearing your logo is a part of your organisation, whether you pay them or not. Anyone doing business with you or for you, without wearing your logo, is not a part of your organisation.

I hereby propose EET applies to the latter.

70:20:10 for trainers

12 January 2016

Learning & Development Professional has been running a poll on the following question:

Is the 70:20:10 model still relevant today?

And I’m shocked by the results. At the time of writing this blog, over half the respondents have chosen “No”. Assuming they are all L&D professionals, the extrapolation means most of us don’t think the 70:20:10 model is relevant to our work.

But what does this really mean?

In LDP’s article The 70:20:10 model – how fair dinkum is it in 2015? – by the way, “fair dinkum” is Australian slang for “real” or “genuine” – Emeritus Professor David Boud says he doesn’t think there is proper evidence available for the effectiveness of the model.

If this is a backlash against the numbers, I urge us all to let it go already. Others have explained umpteen times that 70:20:10 is not a formula. It just refers to the general observation that the majority of learning in the workplace is done on the job, a substantial chunk is done by interacting with others, while a much smaller proportion is done off the job (eg in a classroom).

Indeed this observation doesn’t boast a wealth of empirical evidence to support it, although there is some – see here, here and here.

Nonetheless, I wonder if the hoo-ha is really about the evidence. After all, plenty of research can be cited to support the efficacy of on-the-job learning, social learning and formal training. To quibble over their relative proportions seems a bit pointless.

Consequently, some point the finger at trainers. These people are relics of a bygone era, clinging to the old paradigm because “that’s how we’ve always done it”. And while this might sound a bit harsh, it may contain a seed of truth. Change is hard, and no one wants their livelihood threatened.

If you feel deep down that you are one of the folks who views 70:20:10 as an “us vs them” proposition, I have two important messages that I wish to convey to you…

1. Training will never die.

While I believe the overall amount of formal training in the workplace will continue to decrease, it will never disappear altogether – principally for the reasons I’ve outlined in Let’s get rid of the instructors!.

Ergo, trainers will remain necessary for the foreseeable future.

2. The 70:20:10 model will improve your effectiveness.

As the forgetting curve illustrates, no matter how brilliant your workshops are, they are likely to be ineffective on their own.

Ebbinghaus Forgetting Curve showing exponentially decreasing retention over time

To overcome this problem, I suggest using the 70:20:10 model as a lens through which you view your instructional design.

For example, suppose you are charged with training the sales team on a new product. As a trainer, you will smash the “10” with an informative and engaging workshop filled with handouts, scenarios, role plays, activities etc.

Then your trainees return to their desks, put the handouts in a drawer, and try to remember all the important information for as long as humanly possible.

To help your audience remember, why not provide them with reference content in a central location, such as on the corporate intranet or in a wiki. Then they can look it up just in time when they need it; for example, in the waiting room while visiting a client.

Job aids would also be useful, especially for skills-based information; for example, the sequence of key messages to convey in a client conversation.

To improve the effectiveness of your workshop even further, consider doing the following:

  • Engage each trainee’s manager to act as their coach or mentor. Not only does this extend the learning experience, but it also bakes in accountability for the learning.

  • Encourage the manager to engineer opportunities for the trainee to put their learning into practice. These can form part of the assessment.

  • Set up a community of practice forum in which the trainee can ask questions in the moment. This fosters collaboration among the team and reduces the burden on the L&D department to respond to each and every request.

  • Partner each trainee with a buddy to accompany them on their sales calls. The buddy can act as a role model and provide feedback to the trainee.

In my humble opinion, it is counter-productive to rail against 70:20:10.

As an L&D professional, it is in your interest to embrace it.

Where is L&D heading?

6 October 2015

Last week I was invited by David Swaddle to be a panellist at the Sydney eLearning and Instructional Design meetup.

The topic of the evening was Where is L&D Heading? and some questions were posted through by the attendees ahead of time, while others emerged through the discourse.

Here is an overview of my answers, plus elaborations and suggestions for further reading, for each of the questions that was (and was not) asked. Feel free to add your own views via the comments…

Businessman holding a crystal ball

With Ernst & Young dropping their degree entry requirement, how do you see the future of universities? Is the race to the bottom on time and price for degrees affecting employers’ perceptions of universities? What respect do MOOC qualifications get?

I find EY’s move here interesting, but I don’t expect other companies to follow suit en mass – particularly enterprise-wide. Having said that, dropping the degree entry requirement could make sense for specific teams such as Innovation, who might be looking for someone with creative thinking skills rather than a Bachelor of Commerce degree.

I see the future of universities as service providers, plain and simple. Students are customers, and increasing competition, deregulation and even the emergence of MOOCs has shifted power into their hands. Yes, deregulation may prompt the $100,000 degree… but who will buy it?

If students are customers, by extension so are employers. I don’t think the time and price of a degree are such big issues for them; instead I think it’s the relevance of the degree. Whether or not we agree the role of the university is to prepare students for the workplace, I think it’s going that way due to market forces.

Regarding MOOC qualifications, I think many of us are still looking at them the wrong way. When we worry about the status of their credentials or lose sleep over their completion rates, we’re perpetuating an out-dated paradigm of education based on formal learning. I prefer to see MOOCs through the lens of informal learning which values the learning over its bureaucracy. If a job applicant lists some MOOCs on their CV, I think it demonstrates an aptitude to drive their own development.

Question mark

How do you see the impact and importance of big data, adaptive learning, mobile learning and micro-learning?

While mobile learning gets a lot of hype – rightly or wrongly – my target audience is office bound. Yes, I can push content to their devices (and there’s a solid argument for micro-learning in this instance) but the truth is no one will do their training on the bus. Outside of work hours, most people don’t want to do anything work related.

I see more scope in pull learning. For example, it’s important that your intranet is mobile optimised, so when someone is away from their desk, they can quickly look up the information they need and put it into action.

The real power of m-learning though is in creating an experience. By this I mean integrating the content with the environment in which the individual is situated, and I see a lot of potential in augmented reality and wearable technologies facilitating this.

And let’s not forget about blended learning. If we allow our attendees to bring their tablets into class, they can participate in online polling, consume content and play games together. While this isn’t actually mobile learning, it leverages the technology.

As for big data, there is clearly a lot of potential in using it to inform our practice – if we can access it. I also see a lot of potential for adaptive learning in personalising the learning experience – if we can work with the tools. My caveat for emerging technologies such as these is what I call the “Average Joe imperative” – if regular folks can’t do it, it won’t gain widespread adoption.

Question mark

What about online social education and Communities of Practice? What are the challenges in using them properly in companies, schools or universities? Where are the success stories?

Beyond the technology, the success of social learning is predicated on the culture of the organisation. If you’re people aren’t the type who care and share, then a platform isn’t going to be much help. Having said that, I believe the managers in the organisation have a critical role to play in leading by example.

My go-to success stories for social learning are Coca-Cola Amatil, who have cultivated active communities of practice across state-based factory floors; and Deloitte, who are the poster child for enterprise social networking.

Question mark

Will interactive videos replace e-learning modules?

I think lots of things will replace e-learning modules!

As we embrace informal learning, we will rely less on e-learning modules in favour of alternatives such as social forums, job aids, games, and indeed, interactive videos.

I see the LMS then being used more for the assessment of learning.

Question mark

What tips does the panel have for coping with reduced training budgets?

My big tip here is that you can do a lot for free or on-the-cheap.

For example, if you want to film a training scenario, you could pay a production house many thousands of dollars to produce a slick, Academy Award worthy video clip. Alternatively, you could use your iPhone.

Sure, the quality won’t be nearly as good… so long as it’s good enough. What really matters is the learning outcome.

Besides, I think in-house production adds authenticity to the scene.

Question mark

Does L&D belong in HR?

I interpret this question as really asking “Should L&D be centralised or distributed?”.

My short answer is both. A centralised Organisational Development function can focus on enterprise-wide capability needs, while L&D professionals embedded in the business can address local capability needs.

Question mark

How does the panel identify whether an L&D professional is good? Does Australia need improved quality benchmarking or qualifications for L&D professionals such as instructional designers?

I think the point of learning in the workplace is to improve performance, so my definition of a “good” L&D professional is one that improves the performance of his or her business.

There are certain attributes that I value in an L&D pro, including being proactive, consultative, creative, and willing to try new things.

If I were considering an applicant for an instructional design role, I’d ask them to demonstrate their track record, just as I’d ask a sales rep to do. A portfolio would be useful, as would be their approach to a hypothetical project.

Furthermore, I think you can tell a lot about someone’s expertise through simple conversation; if they don’t really know what they’re talking about, it will become painfully obvious.

As for benchmarking and formal qualifications for L&D pro’s, I think they can help but I wouldn’t put too much stock into them. As EY is seeing, acing the qual doesn’t necessarily translate into good practice.

Question mark

What advice would you give to somebody interested in getting involved in ID?

I think getting involved is the key phrase in this question.

Attend meetups and events, get active on social media, participate in #lrnchat, work out loud, scan the academic research, and read blogs – learn from those at the coal face.

Collateral damage

4 August 2015

The L&D community may be divided into two camps: (1) Those for whom the mere mention of learning styles makes their blood boil; and (2) Those who are inexplicably unaware of the hullabaloo and are thus oblivious to the aforementioned boiling of blood.

All the things meme guy

Credit: Based on original artwork by Allie Brosh in This is Why I’ll Never be an Adult, Hyperbole and a Half.

The antagonism stems from the popularity of learning styles in the educational discourse – not to mention vocational curricula – despite a lack of empirical evidence supporting their effectiveness when incorporated into instructional design. The argument is that in the absence of such evidence, don’t waste time and money trying to match your teaching style to everyone’s learning styles; instead, divert that energy towards other, evidence-based pedagogy.

This is sound advice.

Nonetheless, I urge my peers not to throw the baby out with the bath water. By this I mean regardless of the existence or impact of learning styles, a phenomenon that enjoys universal recognition is that of learner preferences. And I fear it may be an unintended casualty of the war on learning styles.

For example, a deduction from the literature might be that a teacher need not tailor his or her delivery to meet the needs of the audience. Since learning styles are bunk, I can do what I like because it won’t make a difference anyway. Such a view is conveniently teacher centric, and it flies in the face of the thought leadership on learner centeredness that we have advanced so far. Sure, the deduction may be unreasonable, but extremists rarely listen to reason.

However, a more insidious factor is the dominance of the literature on formal learning. Studies of the impact of learning styles are typically based on teaching in a classroom setting, often in the K12 sector. Furthermore, the statistics are based on scores achieved via formal assessment. Yet we know in the workplace the vast majority of learning is informal.

Let me illustrate my concern here with a personal example. When I need to find out how to perform a particular task in a particular software program, I strongly prefer text-based instructions over video. I’m annoyed by having to play a clip, wait for it to load, and then wait for the presenter to get to the bit that is relevant to me. Instead, I prefer to scan the step-by-step instructions at my own speed and get on with it.

Now, if only video was available and I weren’t such a diligent employee, I might postpone the task or forget about it all together. Yet if you were to put me in a classroom, force me to watch the video, then test my ability to perform the task – sure, I’ll ace it. But that’s not the point.

The point is that the learner’s preference hasn’t been taken into account in the instructional design, and that can affect his performance in the real world.

If you don’t agree with me, perhaps because you happen to like video, suppose a manual was the only form of instruction available. Would you read it? Perhaps you would because you are a diligent employee.

Isn’t everyone?

All the things meme guy, sad

Credit: Based on X all Y (Sad) In HD by CanineWritter, in turn based on original artwork by Allie Brosh in This is Why I’ll Never be an Adult, Hyperbole and a Half.

In case your blood is beginning to boil, let me emphasise: (1) Learning styles appear to have no significant effect on learning outcomes; and (2) The nature of the content probably dictates its most effective mode of delivery.

If we assume that learning styles are highly correlated with learner preferences – indeed, for some they are synonymous – then we might be tempted to conclude that learner preferences have no significant effect on learning outcomes. I consider this a false conclusion.

Indeed in a controlled environment, learner preferences don’t really matter. The participants are forced to do it whether they like it or not, or they somehow feel obliged to comply.

Outside of the controlled environment, however, learner preferences do matter. We sometimes see this in formal settings (which is why universities enforce a minimum percentage of lecture attendance), but it appears most starkly in informal settings where the learner is empowered to do it or not. If they don’t like doing it, odds are they won’t.

So we need to be mindful of the interaction between pedagogical effectiveness and learner preference. An experience that your learners love but is ineffective is ultimately worthless. But so too is an experience that is effective but your learners loathe.

As a profession we need to aim for experiences that are both effective and liked by our audience – or at the very least, don’t turn them away.

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?

I can’t use Facebook

27 May 2014

This one goes out to all the L&D folk who are wary of the “I haven’t been trained” excuse.

I can't use Facebook because I haven't been trained in it (said nobody ever).


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