The Future of the Training Department

The latter 20th Century was the golden era of the training department. Before the 20th Century, training per se did not exist outside the special needs of the church and the military. Now the training department may be at the end of its life cycle. Join us for a brief look back at the pre-training world and some thoughts about what may lay ahead.

Before industrialization, work was local or industry meant cottage-industry. People had vocations, not jobs. Sometimes guilds helped apprentices learn by doing things under the eye of a master, but there weren’t any trainers involved.

About three hundred years ago, work became an organizational matter. Factories required groups of people working together. To coordinate their activities, groups need a shared understanding of who is doing what. Orders from the top of the organization kept everyone on the same page. Managers showed workers how to do things and made sure they were doing them the right way. A little training went on, but there still weren’t any trainers.

Fast forward to the 20th century. The pace of progress is unrelenting. Clocks measure working hours instead of the sun. Railroads and communications links span the globe. Competition fuels change. Efficiency becomes paramount. Frederick Taylor uses time-and-motion studies to find the one best way to do individual pieces of work. Taylor’s Principles of Scientific Management becomes the bible in the crusade for maximizing efficiency.

Training was invented in the first half of the 20th Century. GE started its corporate schools. NCR delivered the first sales training. Factory schools appeared in Europe. Mayo discovered the Hawthorne Effect, opening the study of motivation. B.F. Skinner constructed teaching machines. The U.S. military formalized instruction to train millions of soldiers for World War II. ASTD is born.

The second half of the 20th Century was arguably the Golden Age of Training.  Every corporation worth its salt opened a training department.  Xerox Learning, DDI, Forum Corporation, and hundreds of other “instructional systems companies” sprung up.  Thousands upon thousands of trainers attended conferences to learn about new  approaches like programmed instruction, behavior modification, role play, certification, CD-ROM, sensitivity training, corporate universities, and the Learning Organization.  Training was good; efficient training was better.

Most of this training activity assumed that you could prepare people for the future by training them in what had worked in the past. Yesterday’s best practices were the appropriate prescription for curing tomorrow’s ills. That works when the world is stable, and things remain the same over time.

At this point in the 21st Century, the game is changing once again. Complexity, or maybe our appreciation of it, has rendered the world unpredictable, so the orientation of learning is shifting from past (efficiency, best practice) to future (creative response, innovation). Workplace learning is morphing from blocks of training followed by working to a merger of work and learning: they are becoming the same thing. Change is continuous, so learning must be continuous.

To justify its existence from here on, a training department must shift direction in three areas:

  • Embracing complexity and adaptation to uncertainty
  • Inverting the structural pyramid
  • Adopting new models of learning

Embracing complexity

Nothing is for sure any more. Consultant and management theorist Dave Snowden has come up with a framework for management practice in complex environments.

Snowden’s Cynefin framework has been used in the study of management practice. It can also help us make decisions for our organizations. Understanding what type of environment we are working in (Simple, Complicated, Complex or Chaotic) lets us frame our actions. When the environment is complex: the relationship between cause and effect can only be perceived in retrospect, but not in advance, the approach is to Probe – Sense – Respond and we can sense emergent practice.

cynefin

From the Cynefin perspective best practices are only suitable for simple environments and good practices are inadequate in responding to constant change. Both approaches look to the past for inspiration, or as Marshall McLuhan wrote, “We look at the present through a rear-view mirror. We march backwards into the future.”

Most of our environments are complex so first we need to probe, or take action, and then sense the results of our actions (Probe-Sense-Respond). This approach has already been adopted by Web services, where Beta releases are launched and tested before they are finalized. For example, Google’s ubiquitous GMail service is still in Beta. The phrase, “we are living in a beta world” is increasingly being used outside the Web services domain.

In complex environments it no longer works to sit back and see what will happen. By the time we realize what’s happening, it will be too late to take action. Here are some practical examples for learning professionals:

PROBE: Prototype; Field test; Accept Life in Beta; Welcome small failures
SENSE: Listen; Enable conversations; Look for patterns; Learn together
RESPOND: Support the work; Connect people; Share experiences; Develop tools

Inverting the Pyramid

So what models will work for our complex environments? The hierarchical organizational pyramid is a model that has worked for centuries. It’s premised on the beliefs that management has access to the necessary strategic information and knowledge. Because knowledge is thought to be power, management best understands the outside world and can clearly tell the workers what needs to be done and how.

inverted pyramid

In a complex, networked environment the lines of communication are no longer clear and the walls between the workers and the outside world are porous. Many workers know more about the outside environment than management does. Today, the relationship between workers and management is not as clear as it once may have been. Effective organizations are starting to look more like inverted pyramids.

As the Cluetrain Manifesto succinctly stated almost a decade ago, “Hyperlinks subvert hierarchies”. Hierarchies may not die in the future but they may have to co-exist with a new form of workplace organization, the Wirearchy.

wirearchy

Researcher and analyst, Jon Husband, says that wirearchy is, “a dynamic two-way flow of power and authority based on information, knowledge, trust and credibility, enabled by interconnected people and technology”. The Internet has created interconnectedness on a massive scale. Power and authority must now flow two ways for any organization to be effective. This requires information, knowledge, trust and credibility. Wirearchy in action is evident in open source software development projects, with minimal command and control, yet able to compete directly with large hierarchical corporations.

A New Model for Training

Workers at the the bottom of the traditional organizational pyramid are those who interact closest with their environment (market, customers, information). To be effective today they need to be constantly probing and trying out better ways of work. Management’s job is to assist this dynamic flow of sense-making and to respond to workers’ needs, within a trusted network of information and knowledge sharing.

invert pyramid

The main objective of the new training department is to enable knowledge to flow in the organization. The primary function of learning professionals within this new work model is connecting and communicating, based on three core processes:

1.Facilitating collaborative work and learning amongst workers, especially as peers.

2.Sensing patterns and helping to develop emergent work and learning practices.

3.Working with management to fund and develop appropriate tools and processes for workers.

The only certainty about the future from here on out is that it won’t resemble the past. For example, instructional designers no longer have time to develop formal courses. Survival requires people who can navigate a rapidly-changing maze at high speed. They need to find their own curriculum, figure out an appropriate way to learn it, and get on with it. It’s cliché to say that people have to learn how to learn. Management needs to support self-learning, not direct it.

Workers will also have to be their own instructional designers, selecting the best methods of learning. Furthermore, given the increasingly reciprocal nature of knowledge work, they will have to know how to teach. Each one-teach-one is at the heart of invent-as-you-go learning. The training department should be encouraging and supporting these activities.

Next?

Will training departments survive to address these issues? The cards are still out. After all, we are in a global economic depression, and training is the perennial first sacrifice.

What would happen if you called for closing your training department in favor of a new function?

Imagine telling senior management that you were shuttering the classrooms in favor of peer-to-peer learning. You’re redeploying training staff as mentors, coaches, and facilitators who work on improving core business processes, strengthening relationships with customers, and cutting costs. You’re going to shift the focus to creativity, innovation, and helping people perform better, faster, cheaper.

You might want to give it a try.

Perhaps the time has come.

Note: This article is a re-post of the original co-authored with my colleague Jay Cross (1944-2015)

CSTD Trading Post

These are my notes and links for the Trading Post session I will be doing this afternoon at the CSTD Conference in Toronto.

Are training departments still necessary? Leveraging social networking, informal learning and e-learning are just a few ways to manage learning and training in the 21st century. Are traditional courses the best way to link learning with the business or to engage learners?

I’ll be giving the same talk three times as participants move from table to table to take in three of a possible 15 presentations. The discussion is based on what I posted on Increased Complexity Needs Simplified Design.  This is a shortened, and more focused, version of an online presentation I did for CSTD in March 2009.

Dealing with complexity is something that we all face and I’m currently reading Simplexity: Why Simple Things Become Complex (and How Complex Things Can Be Made Simple), which I’ll review as soon as I finish it. From the prologue:

There is a taxonomy of things that fool us every day and, in so doing, help the complex masquerade as the simple, and the simple parade as the complex.

Distinguishing between the two is never easy, and complexity science doesn’t pretend to have all – or even most – of the answers.

LearnTrends 2009

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The agenda has been set for LearnTrends 2009 (17-19 Nov 2009) and it looks extremely interesting. I will be giving a session on personal knowledge management and participating in a discussion with my colleagues at the re-branded Internet Time Alliance.

The main theme is convergence and topics include:

  • Reinventing organizational learning
  • Building a social learning environment
  • Microlearning
  • elearning outside the training box

Don’t forget that this 3 day global conference is absolutely FREE, with no vendor hype, so please join us.

Friday’s Finds #22

This week’s finds on Twitter are all dedicated to education:

Testing:

Mark Federman: standardized curriculum and testing contribute to the deterioration of public education.

How grades replaced the teacher’s name: William Farish: The Worlds Most Famous Lazy Teacher. via @nwinton [the story by the student at the end of this article is worth a read]

Listening to the mainstream media and educators discuss the New Brunswick public education standardized test results was disheartening. I liken it to two obsolete institutions trying to prepare our society for life in the early 20th century. Here is CBC perpetuating the industrial myth

Literacy:

New Zealand Education Minister: “Digital literacy is no longer a novelty.” via @josiefraser

Food for Thought:

Good food is the wedge that has caused a revolution in a Wisconsin School. In 1997, a private group called Natural Ovens began installing a healthy lunch program. via @robpatrob

Universities:

John Polanyi on TVO’s Big Idea: “the role of the university is to provide context and connect”

Sleep is for those with job security [life without tenure as a post-doc] via @lemire

Fields medalist Terry Tao has seen the future of academic work, and it is networked and collaborative: via @sebpaquet

PKM: our part of the social learning contract

Why is social learning important?

It is becoming more difficult to make sense of the world by ourselves. Understanding issues that affect our lives takes significant time and effort, whether it be public education, universal health care or climate change. Even the selection of a mobile phone plan requires more than mere numeracy and literacy.  We need context to understand complex issues and this can be provided by those we are connected to. The reach and depth of our connections become critical in helping us make sense of our environment and to solve problems. Problem-solving is what most people actually do for a living, so doing it better can have widespread effects. With social learning, everyone contributes to collective knowledge and this in turn can make  organizations and society more effective in dealing with problems.

How does personal knowledge mastery relate to social learning?

PKM is an individual, disciplined process by which we make sense of information, observations and ideas. In the past it may have been keeping a journal, writing letters or having conversations. These are still valid, but with digital media we can add context by categorizing, commenting or even remixing it. We can also store digital media for easy retrieval. However, PKM is of little value unless the results are shared by connecting to others and contributing to meaningful conversations. The whole is greater than the sum of the parts as we build on the knowledge of others. As knowledge workers or citizens, PKM is our part of the social learning contract. Without effective PKM at the individual level, social learning has less value.

knowledge-management

Image Source: iKnowlej Personal Knowledge Management

Justifying that LMS

I noted on Twitter that I was having writer’s block, so @Quinnovator and @Busynessgirl chimed in with some suggestions. Now, several minutes later, I present a David Letterman style top ten list.

Top 10 things an administrator would say to justify the purchase of a learning management system (LMS):

10. It comes with a blog!
9. Vendor has cool conferences
8. We had money left in the budget
7. Everybody else has one
6. Learned about LMS at our last professional development day
5. Had to make up for the staff we laid off
4. Have to keep track of the remaining teaching staff
3. You can’t manage what you don’t measure (psst: what ARE we measuring?)
2. Kickback from the vendor (via @Quinnovator)
1. How else would students learn online?

This is excellent preparation for the CSTD Conference panel on which I will be participating next week. The opening topic: “Is a Learning Management System necessary within your organization?”

Feel free to make this list more than ten items.

Friday’s Finds #21

Some things I learned on Twitter this past week.

Several articles and posts on Knowledge Management

KM: Safe-fail probes & diffusion of innovations | how to support emergent work practices via @mathemagenic

@rickladd “I recently finished a 2 year Masters program in Knowledge Management & I’m certain I could have learned far more on my own through research & social media”

“… all knowledge is either tacit or rooted in tacit knowledge …” Cognitive Edge

Best practice alternative: look for emergent principles & infer what would on principle be best learnlets.com via @quinnovator

Social Media & Learning

@mpetersell: Just wrote a summary of my first #lrnchat experience: Many Ways to Learn: I Have Learned…Socially!!!

great collection of nonprofit social media slide presentation We Are Media: Social Media Starter Kit for Nonprofits via @kanter

Insidious pedagogy: How course management systems impact teaching by Lisa M. Lane: via @moehlert

General Interest

The Decline of Empire by Chalmers Johnson – best hour I have spent – via @robpatrob

evidence of last common ancestor of humans & living apes found, Disproves “Missing Link” via @northernchick

80% of Cuba’s agriculture is organic YouTube video series

PKM – start small

Tony Karrer responded to my question yesterday on what aspects of PKM I should consider for the LearnTrends conference:

Harold – my question is what organizations should be doing around this? What skill building?

The challenge is that it’s personal and quite different based on roles. Going around and coaching seems too expensive.

How do you begin to move an organization forward?

I still think that the easiest way to share knowledge is to make visible some of what we already do, without adding extra work or effort. Pretty well anyone with a personal computer saves web sites to their Favorites/Bookmarks. Changing that simple annotation process to something that can be shared is relatively easy. I’ve explained it before in Free Your Bookmarks.

If an organization or department decided to put everyone’s bookmarks into a social application it would make for a large repository of links. There may be some effort in going through these bookmarks and adding more descriptive tags but it could be spaced over a period of time. The department responsible could then look at all of these bookmarks, which might be on a variety of systems (e.g. delicious, diigo) and bring them together with RSS and publish them to a central web page. The page could include a visual tag cloud for easier searching. This is an example of the role of connecting & communicating that I advocate for the training department of the 21st century. [Note to self: Diigo looks to be much more collaborative than Delicious, and I have to test it out some more].

It’s doubtful that everyone will be good at sharing bookmarks that are relevant, annotated and appropriately tagged. I think that in a large enough group some people will shine at this and, once again, the leaders of the initiative should support them. The examples provided by peers will have more chance of influencing workplace behaviour than rules and regulations from above, so allow methods to develop over time. The early adopters of social bookmarking may become facilitators for some of the other knowledge sharing activities I’ve previously  suggested (and I haven’t even mentioned twitter):

Aggregate

Converse

Reflect

However, in organizations where there is little history of online collaboration, I would wait a while before initiating these. For a lot of workers and organizations, the leap to online social bookmarks will be big enough.

PKM for LearnTrends

Another free, LearnTrends professional development event is gathering steam for November.

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Like past LearnTrends events, there will be a great variety of presentations and conversations over the three days. I’ll be presenting on Personal Knowledge Management. The entire schedule should be out on October 15th.  I’d appreciate any input or suggestions on what to focus on for the half hour or so I’ll have to present.

Here are some of my existing resources on PKM:

The most recent overview: Sense-making with PKM

One example: Creating your PKM Processes

More examples: Other PKM Processes

Also, Patti Anklam just concluded a three-part series on knowledge management, with The 3rd KM: Personal Knowledge Management.

Increased complexity needs simplified design

In the book Informal Learning: rediscovering the natural pathways that inspire innovation and performance, Jay Cross draws a parallel between the development of:

1) Bands, 2) Kingdoms, and 3) Democracies

with

1) Small, local businesses, 2) Large, central corporations, and 3) Loosely coupled networks.

bands to democracy

The learning analogy Jay provides is

1) One on One, 2) Classes & Workshops, and 3) Informal learning. I’d like to expand on this.

Most learning of skills was based on an apprenticeship model until quite recently and this model still exists in some fields. One of the limitations of apprenticeship is that it does not scale. Each master is limited in how many personal relationships can be managed.

apprenticeship

With better communications, the course model enabled expertise to be collected, first with books and later with other storage media such as video and audio. However, the limiting factors were lack of access to the resources and the shortage of connections between expertise and need.

training pyramid

The course model is an artifact of a time when information was scarce and connections were few. Now that many of us live in messy democracies and work in loose networks, learning has become complex with more connections to influence us. According to the authors of Getting to Maybe, in complex environments:

  • Rigid protocols are counter-productive
  • There is an uncertainty of outcomes in much of our work
  • We cannot separate parts from the whole
  • Success is not a fixed address

As Jay has said, informal learning is a better approach for more complex environments. Given the above, here are some guidelines for what informal learning development could look like:

  1. Spend less time on design and more on ongoing evaluation to allow emergent practices to be developed.
  2. Build learning resources so that they can be easily changed or modified by anyone (allow for a hacker mentality)
  3. Allow everything to be connected, so that the work environment is the learning environment (but look for safe places to fail)
  4. There is no clearly defined start or finish so enable connections from multiple access points.

Information is no longer scarce and our connections are now many. If an organizational informal learning effort lets people connect more easily and communicate more effectively, then it will have a chance of success. Connecting & Communicating are central roles for organizational leaders whose workplaces are becoming more complex, either in terms of evolving practices, changing markets or advances in technology. Enabling the integration of collaborative learning with work is a more flexible model than designing courses that are outdated as soon as they’re published.

emergent learning

Related posts:

Informal Learning & Performance Technology

Analysis for Informal Learning

Note: this will be the theme of my Trading Post session on 20 October at the CSTD Conference.