Social learning is real

Once again, I’m learning from my colleagues, as yesterday I realized how important self-direction is in enabling social learning. Now I’m picking up on Jay’s post on Social Learning Gets Real and see how it connects to Jane’s observations. Jay has described several aspects of the future of social learning (below) and they map to the matrix (farther down) I created based on Jane’s five types of social learning.

get real jaycross

As Jay says:

In the past, we’ve focused on individuals but work is performed by groups. Hence, I expect us to start helping groups learn to perform instead of individuals.

Why is this important? We have structures and systems in place that promote and validate individual training but we leave almost all of the social learning to chance.

For example:

Would it be better to 1) take a generic classroom workshop on information management or 2) spend a few hours serendipitously learning on Twitter.

Is it more effective to a) read prepared case studies or to b) co-create your group’s case study that can be shared with the entire organization?

social learning is real

Jane Hart’s social  learning definitions:

  1. IOL – Intra-Organisational Learning – how social media tools can be used to keep employees up to date and up to speed on strategic and other internal initiatives
  2. FSL – Formal Structured Learning – how educators (teachers, trainers, learning designers) as well as students can use social media within education and training – for courses, classes, workshops etc
  3. GDL – Group Directed Learning – how groups of individuals – teams, projects, study groups etc – can use social media to work and learn together (a “group” could just be two people, so coaching and mentoring falls into this category)
  4. PDL – Personal Directed Learning – how individuals can use social media for their own (self-directed) personal or professional learning
  5. ASL – Accidental & Serendipitous Learning – how individuals, by using social media, can learn without consciously realising it (aka incidental or random learning)

L’avenir de la formation en Entreprise

Cette année pour notre conférence LearnTrends nous allons offrir une session en français – L’Entreprise Collaborative et l’avenir de la formation en entreprise.

Voici les Participants: Harold Jarche, Jon Husband, Frédéric Domon, Vincent Berthelot et Thierry de Baillon

Nous allons présenter l’Entreprise Collaborative, discuter l’avenir de la formation (discussion autour du theme du prochain ecollab) et vous demander comment on peut mieux servir la communauté francophone.

Détails :

LearnTrends (voir la flèche verte pour le lien vers Elluminate)

mercredi 18 novembre

07:00 h (Pacifique)

PKM Overview

admit one

I will be presenting on personal knowledge management (PKM) for LearnTrends 2009 on Tuesday, 17 November at 12:00 noon Pacific (15:00 EST & 20:00 GMT). In preparation, I’ve created a 5 minute presentation (MP4) of the topic, summarizing many of the posts I’ve written on the subject (click link below to launch video).

PKM Overview

References:

Sense-making with PKM (explains processes in more detail)

Creating your PKM Processes (some suggestions)

Other PKM Processes (includes diagrams)

Learning and Micro-blogging (all about Twitter)

Web Tools for Critical Thinking (with diagrams)

Internet Time Alliance Podcast

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My colleagues at the Internet Time Alliance and I had the pleasure of being interviewed by Dawn Poulos for Xyleme Voices (a podcast library on the evolution of training). It was quite enjoyable and the technology worked very well. Dawn is a real professional and I would recommend getting involved in this series, which includes podcasts from Janet Clarey, Lars Hyland, Clive Shepherd and others.

Harold Jarche, Charles Jennings, Clark Quinn & Jay Cross on Challenges and Misconceptions of Collaborative and Social Learning in the Workplace:

Part 1 managing collaboration

Part 2 CLO’s and the needs of business

Part 3 collaborative learning in a corporate setting

Part 4 social media in corporations

Part 5 integrating learning in the enterprise

The value of social media for learning

big-question.gif

The LCB Big Question this month is, “How do I communicate the value of social media as a learning tool to my organization?

Here’s my answer, bringing together several threads I’ve been thinking about.

1. We live in a networked society. More of our work is being done within and between networks. In networks, there are no standard communication routes or protocols. Things get done in a much messier and uncontrolled fashion. You can’t impose a hierarchy and try to control all of the interactions and communications in a network. The network regards hierarchy as a failure, and routes around it.

2. When it comes to the kind of work that we get paid to do, the simple work is being automated and the merely complicated work is being outsourced to where labour is cheapest. This leaves us with the complex work, or the type of problems that require creativity, inductive reasoning and often require help or inspiration from others.

3. Complex work and work in complex environments require faster feedback loops. We need to get data, information and knowledge quickly, and cannot wait for it to be bounced up and down a chain of command. Social networks, which are comprised of people that we trust in some way, can enable us to connect to someone who may be able to help. However, to do this, we have to already have that connection. Social media allow us to initiate and nurture relationships with many people in many different ways. The quality of our networks becomes critical in enabling us to do complex work. Social learning is the enabler.

4. Social media, such as blogs, Twitter, and social networks help people find and connect with each other, based on some shared interests. With complex work, our challenges are now highly contextual and written best practices just don’t cut it anymore. We need someone who understands the nature of our problem who can use human reasoning to help us. We have to be connected to that person though. That’s why we need to engage in social networks, but these are not created overnight. We develop them one conversation and one interaction at a time.

networks-n-nodes

5. What are the value of social media as learning tools? Simply put, they help create networks of multi-way trust to share ideas, advice and feelings between people who care. Social networks have been shown to be the principal way that learning spreads in organizations:

Individual learning in organizations is irrelevant because work is almost never done by one person. All value is created by teams and networks. Furthermore, learning may be generated in teams but this type of knowledge comes and goes. Learning really spreads through social networks. Therefore, social networks are the conduit for effective organizational performance. Blocking, or circumventing, social networks slows learning, reduces effectiveness and may in the end kill the organization.

Learnstreaming and PKM

Dennis Callahan has a most interesting Posterous site, called LearnStreaming. His latest post shows this graphic, which I find reflects many of the concepts of personal knowledge management, but with some additional aspects that may make it easier to understand and do:

learnstreaming_denniscallahan

Dennis has a clear and simple definition for Learnstreaming – publishing your learning activities online for the benefit of you and others. This is the basis of many blogs in our field and learnstreaming continues to expand with all the new applications such as micro-blogging, social bookmarks, and “life-streaming” platforms like Posterous.

Using  a related concept from Jay Cross, I would say that learnstreams are the water that allows learnscapes to grow.

scape_big

Learning through social networks

Last year I put down some working definitions in the field of performance and learning:

My own working definitions of these terms [these are not robust, dictionary definitions, but just my own way of putting each term], which I often discuss here and with clients are:

Performance – something measurable and observable to achieve an agreed-upon objective.

Performance Support – tools and processes that support the worker in the desired performance, including, but not limited to, job aids.

Training – an external intervention, designed only to address a lack of skills and/or knowledge.

Education – a process with its main aims of socialization, a search for truth and/or the realisation of individual potential.

Learning – an individual activity, though often within a social context, of making sense of our experiences.

I’d like to add in Peter Senge’s important clarifications on terms we often use:

Knowledge: the capacity for effective action. “Know how” is the  only aspect of knowledge that really matters in life.

Practitioner: someone who is accountable for producing results.

I had said that learning remains an individual activity, with all of the variables of the human experience and much less clearly defined or controlled than education or training. I also recommended that organizations should get out of the learning business and focus on performance. Organizations can direct performance but they should only support learning. Individuals should be directing their own learning.

Senge’s presentation last week gave me cause to reflect on this. He said that individual learning in organizations is irrelevant because work is almost never done by one person. All value is created by teams and networks. Furthermore, learning may be generated in teams but this type of knowledge comes and goes. Learning really spreads through social networks. Therefore, social networks are the conduit for effective organizational performance. Blocking, or circumventing, social networks slows learning, reduces effectiveness and may in the end kill the organization (my conclusion).

To reduce these thoughts to their essence, I would say:

Organizations should focus on enabling practitioners to produce results by supporting learning through social networks. The rest is just window dressing.

In the long history of humankind (and animal kind, too) those who learned to collaborate and improvise most effectively have prevailed[Charles Darwin]

Social Learning – Highlights

We released our first white paper, on Social Learning, at the Collaborative Enterprise last week.

For me, the essence of social learning is that as our work becomes more complex, we need faster feedback loops to stay on top of it. Courses, with their long development cycle, are inadequate to meet the learning and performance needs of those dealing with complexity. The course is an artifact of a time when information was scarce and connections were few. Social learning can give us more and better feedback if we engage  our networks in order to develop emergent work practices. This requires not only a re-thinking of training but also our organizational structures.

Highlights from the white paper:

Frédéric Cavazza: Social Learning may be defined as follows: “Practices and tools to take advantage of collaborative knowledge sharing and growth”.

Julien Pouget: Social learning can be considered a way of learning that is based on collaborative practices and internet technologies associated with them (wikis, bookmarking, blogs, etc.). Constantly evolving with technology, this way of learning is naturally “nimble”. It enables both individuals and organizations to learn more efficiently in quickly changing contexts.

George Siemens: There is a growing demand for the ability to connect to others. It is with each other that we can make sense, and this is social. Organizations, in order to function, need to encourage social exchanges and social learning due to faster rates of business and technological changes. Social experience is adaptive by nature and a social learning mindset enables better feedback on environmental changes back to the organization.

Bertrand Duperrin: Since much knowledge work focuses on narrow and contextualized issues, the only way to get the appropriate answer is through an unmediated and contextualized from the source. Peer to peer learning is efficient because it comes when needed, and only then, and because it involves someone who has already found a solution and used it.

Clark Quinn: When you learn with others, you co-create your understanding, and this has implications for formal and informal learning, as well as organizational and societal effectiveness. The effect of the internet, the flattened world, is that we can learn socially in new ways with new people, creating new understandings, new „inspirations?.

Cédric Deniaud: Knowing how to collaborate, share one’s knowledge and promote it, are part of the true skills that are required today.

Charles Jennings: We are living in a world where access trumps knowledge every time. Those who know how to search, find and make the connections will succeed. Those who rely on static knowledge and skills alone will fail.

Florence Meichel: To be efficient, learning processes must integrate two complementary dimensions. We learn by doing and talking to others and at the same time, we learn how to learn. From these two approaches, we have double-loop learning processes, (individual and collective), which enable organizations to develop permanent and relevant adaptive skills.

Anthony Poncier: All this informal knowledge can be capitalized for and by the community of learners and enriched by all who participate. Indeed, each person generally organizes his or her own learning. We must give the means and the desire to share or “socialize” this personal work, to all learners (that is the role of the trainer).

Jay Cross: People have always learned to do their jobs socially. Workers talk with one another, mimic the behavior of successful performers, ask questions, converse, gossip, and collaborate. The fact that it’s fun encourages us to continue with the practice.

Christophe Deschamps: Less formalistic than knowledge bases, these tools [blogs, wikis, company social networks] which convey conversation within organizations enable us to understand formal knowledge and also the informal context that drives them, and give them all their meaning.

Lilian Mahoukou: The word “social” means more people-generated content, less control and less hierarchy; which is fundamentally different from current training modalities.
It’s a huge challenge for trainers who need to first understand the stakes and start listening to the conversations around social learning.

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.