Analysis for Informal Learning

This is a follow-up to Informal Learning and Performance Technology. I’ve created this diagram to show a rather simplistic representation of how you would conduct an analysis to determine where informal learning might fit in to your organisation. This process is designed for larger organsisations, and there is much missing from this diagram that space won’t allow. Anyway, it’s designed as a conversation accelerator on how to start looking at opportunities for informal learning on an organisational basis.

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My PKM System

Note: Latest version: PKM in a Nutshell (2010).

In response to a post I made on Personal Knowledge Management (PKM), Tony Karrer recommended that I look at his post on Personal Learning for Learning Professionals. This had me review my posts on PKM and reflect on how I go through my process of triage. As a result, I created this picture.

pkm.jpg
I’m starting to use some other web tools but this is pretty well how I move from “interesting stuff” to “this is what I think”. For me, PKM is more about attitude than any given tools. My system works for me because I’m curious and because I have got into the habit of writing down my thoughts in a public forum. This develops into some interesting conversations about things that matter to me at the intersection of learning work and technology. Having a defined field of interest helps stop this blog from spreading too far and wide and keeps my PKM manageable.

Update: The diagram was slightly changed in response to Loretta’s suggestion (see comments). I would also encourage a look at Dave Pollard’s graphic on the same subject.

PKM and Informal Learning

In re-reading Dave Pollard’s post on personal knowledge management (PKM) I noticed some parallels with the field of online learning. Dave states that:

And although technology companies, by coopting the term Knowledge Management and making it synonymous with centralized content management, have played a role in tarnishing KM’s image, some technology companies are now developing simple, intuitive tools that will make each of the four components of PKM easier to implement.

I think that technology firms did the same with e-learning. They coopted the term to mean structured and managed courses online.

Dave’s experience showed that people were more interested in their own knowledge than in the organisation’s knowledge.

So my conclusion this time around was that the centralized stuff we spent so much time and money maintaining was simply not very useful to most practitioners. The practitioners I talked to about PPI [Personal Productivity Improvement] said they would love to participate in PPI coaching, provided it was focused on the content on their own desktops and hard drives, and not the stuff in the central repositories.

E-learning, for many, has come to mean courses online, delivered via learning management systems. One problem with this model is that learners (the key participants) don’t care about how learning is managed. Another problem is that the course and class models don’t work very well online.

I think that face-to-face classes have worked fairly well historically because good teachers and students could always make up for the inherently poor design. Looks could be passed between students, conversations could take place between class, and trusting relationships could develop over time together in the classroom. However, in an online environment the design flaws stand out, because people can’t easily communicate outside the course-in-a-box.

As the horseless carriage was the outdated metaphor for the automobile, so the course is the outdated metaphor for learning online.

The Internet is the most powerful communication environment that humans have ever built. The Internet is about communication, not content. Therefore, learning online needs to focus on communicating and connecting. If it doesn’t, it will be irrelevant to those who actually live and work online.

Small pieces, loosely joined in an informal and unstructured way, is a better model for online learning. It leverages the inherent nature of the medium. Virtual classrooms and online courses constrain communication and learner control. We need to build better models and methods to create personally meaningful online learning. Using the lens of informal learning is a start.

Informal learning and performance technology

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Is informal learning just another flavour of the month that tries to be all things for all learners? Tony Karrer states that:

I’m becoming convinced that folks in the informal learning realm are quite willing to live with “free range” learning. It’s way too touchy-feely and abstract for me. If this stuff is important, then I want to:

* Know that it will work
* Know why it works
* Know that its repeatable

I don’t see free-range learning as a panacea, but neither do I believe that ISD can address informal learning needs. In the spirit of attempting to clarify the process, as Tony asks, here is one of my perspectives – human performance technology (HPT).

In HPT, one of the main areas of focus is the analysis; to determine what the performance gaps are. I was told by an experienced practitioner in the field that only 15% of organisational performance problems can be addressed by training. This is based on about 50 years of research and on the premise that “Instruction & Training” can only address a lack of skills or knowledge. The other 85% of organisational performance issues need other kinds of what are known as “performance interventions”. These can include, but are not limited to:

  • Career Development
  • Human Development System Design
  • Communication Systems
  • Documentation & Standards
  • Ergonomic Design
  • Feedback System Design
  • Information System Design
  • Management Science
  • Job & Workflow Design
  • Organisational Design & Development
  • Quality Improvement
  • Resource System Design
  • Reward & Recognition System Design
  • Selection System Design
  • Measurement & Certification Programs

As you can see, organisational and individual performance can be influenced by a wide variety of factors. Because we are humans, no one will ever create the perfect performance system.

Where does informal learning fit into all of this? First, if you accept that only 15% of performance issues can be addressed through instruction and training, you accept that there is significantly more to look at in any organisation. A larger piece of the puzzle would be all learning interventions, not just those that address a lack of skills or knowledge.

In HPT, learning interventions can be divided into two groups – instuctional and non-instructional. Instructional interventions can be designed using ISD or other methods of training development. Informal learning, in my mind, is that other, and larger, grouping of non-instructional learning interventions.

Here is a sample list of non-instructional performance interventions:

  1. Electronic Performance Support System (EPSS)
  2. Workplace Design
  3. Knowledge Management (KM)
  4. Just-in-Time Support
  5. Communities of Practice
  6. Multimedia
  7. Internet and Intranets
  8. Corporate Culture changes
  9. Process Re-engineering
  10. Job Aids

I don’t necessarily agree with this grouping, but I thought that I’d show that there are others who use the same terminology. Of particular interest to me is Item 7, because the Internet has changed the balance of power and control in many organisations. With the Internet, and now with cheap and easy ways to connect people (Web 2.0), we have more possibilities for non-instructional performance interventions. Each of these addresses a different performance need, so there is no single methodology for informal learning. Building job aids is quite different from nurturing a community of practice.

As a learning professional, I am comfortable in prescribing and designing training when there is a lack of skills or knowledge. For example, I developed all of the training programs related to the operation of a military helicopter. There was a clear lack of skills and knowledge and we developed training programs to address this. However, there are a lot of learning needs that cannot be addressed through instructional performance interventions. These include:

  • Feeling and acting as a member of a team.
  • Group learning from operational experiences (see post on Storytelling in the Army).
  • Building morale.

Informal learning systems may increase overall performance but these cannot be exactly measured nor quantified. But then, neither can successful business practices or military strategy be exactly defined. Good business and military leaders know that success is a blend of science and art. I see informal learning as a similar endeavour. There are ways of measuring effectiveness – see Estimating the Performance Situation – and evaluation needs to be directly linked to your analysis. For example, morale cannot be quantified, but you know when good morale exists or when it is missing in an organisation.

Currently, we are looking at how certain technologies can be used to foster informal learning. The body of knowledge is not large, but we have adequate evidence that blogs, wikis, online fora, or knowledge-sharing are effective in increasing organisational performance. Again, take the Army Storytelling example and ask why this unstructured, informal learning activity is so important to the soldiers and their unit’s combat effectiveness, even though every soldier is highly trained.

I am certain that a good analysis that involves the learners and brings a knowledge of non-instructional performance interventions can have a significant impact on organisational performance. It took a lot of work and a world war to develop ISD, so I’m sure that we still have a way to go in the informal learning field, if it even can be called a field.

I think that informal learning is a way of categorising a whole range of strategies that we now have available with the advent of cheap web access, powerful personal computers and low cost applications likes blogs, wikis, tags, etc. Informal learning offers a new array of tools for the learning professional’s tool box.

Learning through Storytelling with the PPCLI

Via Luis Suarez is this story on CNEWS [dead link: see comment below] about a cultural anthropologist, Anne Irwin, who has been studying soldiers in the field and how they learn and bond through storytelling. The soldiers of the Princess Patricia’s Canadian Light Infantry battle group are in Afghanistan and Prof. Irwin is there to watch and understand:

When they are out in the field and return from a patrol, the exhausted soldiers relax together in small, tightly-knit groups – Irwin calls them “nesting circles” – and recount the events of the day or the mission.

Each soldier contributes a story, an anecdote or even a joke, adding stock and spice into what becomes a collective stew of experiences, she said. They also playfully insult each other.

The storytelling not only helps forge the individual identity of each soldier, it builds interpersonal relationships that can have a bearing on how well the unit performs on the battlefield.

Having served in the same regiment and having been active in training and learning for many years now, I can say that this is the perfect example of the importance of informal learning. It’s a fact that these soldiers have all been formally trained in the skills of the infantry. However, the unit is not an effective fighting force until individuals have worked together. Informal learning is the glue that helps keep them together during the tough times. Support for these “nesting circles” and other ways to facilitate group learning is essential.

Let’s take a similar, but much less dangerous situation. Imagine a company that has a project team that has had a difficult client with tight deadlines and then managed to pull it off. Immediately after the last deliverable, the team is redistributed across the organisation to get to the next project, because “time is money”. There has been no time to talk or to swap stories or to find out what Bob was doing while Mary was dealing with a certain crisis. There are no “nesting circles” here to develop the group’s learning.

Civilian organisations might not be able to devote down time to informal learning, but they can ease the way for other kinds of communication that may help informal learning. Storytelling through blogs is possible for those who want to write. Sharing pictures on the Intranet can evoke memories and encourage people to revisit an event and learn from it. The key is to create environments that support these types of communication and learning — just as a dozen soldiers in a tent are going to tell stories, bond, and learn.

3ppcli afghanistan
3PPCLI in Afghanistan — Wikimedia Commons

elearning session at CCL shows significance of informal learning

Stephen Downes is blogging the Canadian Council on Learning’s Conference on Adult Learning in Canada. Stephen’s report on the presentation (see my last post) on e-learning shows, among other findings, the significance of informal learning:

Griff Richards: on four functional areas:
– e-learning as an extension of military education
– e-learning as distance education
– e-learning as classroom education
– e-learning as informal education

Terry Anderson: report misses an emphasis on informal learning.

The notion of the message being more impotant than the carrier: I asked some students, is it worth the extra money? Some said it was, and the logic was, a power issue. They had the same resources the professor did. And because they could take time to research something, they would go into the class knowing more that what the prof does. It completely changes the playing field. And when I look at online informal learning, I see, they’re offering advice, practical advice, that they cannot get. And again, it’s about power. So the question is, is it just the thing we used to do? Has this been developed and explored?

Comment: Following up on Melissa’s comment: I think perhaps we need a response that takes it out of the formal education sector. When we respond from the formal sector, we are still looking at teaching and not learning. And perhaps adult learners who might have an affinity for technology might have an interest in knowledge and sharing, not so much credits. Not teaching, but the informal use of learning for new knowledge.

Comment: paper on barriers. 59 percent of people are participating in informal learning. Do you really know who those users are who are using e-learning?

Informal Networked Learning

We’re currently in our second Informl Learning Unworkshop, using various web tools that didn’t exist several years ago, with participants around the globe.

My initial experiences in the learning field were from the point of view of methods of instruction (how to get subject matter across to captive students) and later, the systems approach to training (from which flows instructional systems design or ISD). Later I became immersed in human performance technology, and found it a good method to analyse certain aspects of organisational performance. HPT ensures that training, which is costly, isn’t prescribed unless it addresses a verifiable lack of skills and/or knowledge. Even HPT itself seems to be too constrained for me now.

What I like about informal learning is that it opens up the way to look at other methods of helping people to learn. Training and education are two sets of tools but there are many more. Options for learning have increased exponentially with access to the Internet. As with any new technology, we first put the old media (modules, courses, classrooms, programs, degrees) into the new medium. Now that some of us are becoming more comfortable with the medium, we are seeing more experimentation.

Using blogs, wikis, podcasts or social bookmarks for learning can change the dynamic from teaching-centric to learning-centric. Informal learning is not new, but the ways in which we can connect with others have improved drastically (skype, anyone?). Informal learning is about connecting – whether it be to information or people.

The network effect of the Web is explained in detail in Yochai Benkler’s The Wealth of Networks. Benkler describes the changes that a networked society can have on our governance, economic and cultural structures [more to follow on this book as I savour every page]:

The networked information economy improves the practical capacities of individuals along three dimensions: (1) it improves their capacity to do more for and by themselves; (2) it enhances their capacity to do more in loose commonality with others, without being constrained to organize their relationship through a price system or in traditional hierarchical models of social and economic organization; and (3) it improves the capacity of individuals to do more in formal organizations that operate outside the market sphere. This enhanced autonomy is at the core of all the other improvements I describe. Individuals are using their newly expanded practical freedom to act and cooperate with others in ways that improve the practiced experience of democracy, justice and development, a critical culture, and community.

Learning skills, especially outside the formal training & education sphere, are necessary for everyone in our society to take advantage of the opportunities of a networked information economy. I believe that the development of environments that nurture informal, networked learning will be the ISD of the 21st century.

Adobe Informl Learning eSeminar Today

Yesterday, we had our third session of the Informl Learning Unworkshop, with about 10 participants online and the rest watching the recording later. Many are blogging for the first time, and there are some natural storytellers and artists. This is our second unworkshop series and it’s beginning to hit a natural learning rhythm – many “ah ha” moments.

If informal learning is of any interest, then you may want to tune into Jay Cross’ presentation this afternoon (Friday, 16 June at 2:00 PM Eastern or 3:00 PM Atlantic, etc.). You can register here for this free eSeminar (requires Adobe membership registration).

NB: If you missed the session, the recording will soon be available on the Adobe Presentation Site.

Next Informl Learning Unworkshop Starts Soon

Jay Cross has just announced the next Informl Learning Unworkshop, set to start on June 8th.

If you’re uncertain whether this is right for you, follow the links to the FAQ, or Jay’s online audio/slide presentation, or the excellent informal learning synthesis that Jay recently posted. We look forward to another interesting group learning experience before the Summer heat hits us.

Elgg update

I’m a great fan of the Elgg learning landscape and feel that this blogging, eportfolio, social networking platform is an excellent vehicle for informal learning and filling in the cracks created by those pesky LMS/LCMS that academic institutions insist on using.

This past year David Tosh and the Elgg community have been busy with several upgrades to the system. For instance, the Elgg-Moodle integration is moving ahead, as is Elgg-WebCT. Other improvements are listed on the Elgg roadmap. Another great resource is the University of Leeds Tour of Elgg and overview of blogging tutorial.