Learning

Learning

The initial design influences everything else

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“If you pit a good performer against a bad system, the system will win almost every time.”

This quote from Rummler & Brache in Improving Performance, sums up many of the symptoms of hierarchical systems, whether they be schools, businesses, or even prisons.

The great work to be done at the beginning of this century is the democratization of the workplace. Efficiency and effectiveness are not enough, and too often become mechanistic. It’s time to discard industrial management models that emphasize command and control and ensure that individuals at all levels have opportunities to engage in and question the system.

Without questioning, things can quickly go awry.

Gary Stager discussed the well-known Milgram Experiments, conducted in the 1960’s to see how far people would go in administering electric shocks to learners [some of the methods are now in question]. These experiments were replicated by ABC News and Stager picked up the direct link to public education [please read the whole article]:

‘One of the subjects in the television program was a 7th grade teacher who explained that she didn’t stop shocking the learner because as a teacher she had learned when a student’s complaints were phoney. I thought to myself, “Has she electrocuted many students?”

The teacher asked the researcher, “There isn’t going to be any lawsuit from this medical facility, right?” When told that the teacher was not liable, she replied, “That’s what I needed to know.” It is however worth noting that this was after she induced the maximum shock and the learner demanded that the experiment be terminated.’

This is why we need to change the entire education system – constraining curriculum; compulsory testing; useless homework; irrelevant subjects; classrooms cut off from the world; systemic bullying; etc. More or better teachers won’t help; we need to change the system.

In this interview, Dr. Philip Zimardo discussed the 1971 Stanford Prison Experiment, where students played their roles as guards or prisoners and abuses started within 24 hours:

“But on the second morning, the prisoners rebelled; the guards crushed the rebellion and then instituted stern measures against these now ‘dangerous prisoners’. From then on, abuse, aggression, and eventually sadistic pleasure in degrading the prisoners became the daily norm. Within thirty-six hours the first prisoner had an emotional breakdown and had to be released, followed in kind by similar prisoner breakdowns on each of the next four days.”

Father John Culkin, in A Schoolman’s Guide to Marshall McLuhan, wrote that, “We become what we behold.
 We shape our tools 
and then our tools shape us.” This reminds me of the question about who is the most important person on board a ship. Is it the Captain, the Navigator or the Engineer? Actually, it’s the Architect, because the initial design influences everything else.

Sometimes, no matter how hard you try, you cannot change the way things work in an organization. The problem may be the organizational model itself and it may be better to leave and create an alternative model than help keep a flawed one going.

Clay Burell had guest blogger Bill Farren discussing the hidden curriculum of school architectural design. He asked what hidden messages are our schools themselves asking by their inherent design:

  • Did the building’s designers take into consideration its location?
  • Who decided how (if) it should be built?
  • Does the building make an attempt to connect students with their outside world?
  • What does the formal, intentional curriculum teach?
  • How is this formal, intentional curriculum taught?
  • How is the school run?
  • How is security portrayed?
  • What is sold or advertised on campus?

There was an article I read many years ago, but never see cited, about designing learning environments. It’s Rodney Fulton’s SPATIAL model (1991) [my emphasis added]:

“While a body of knowledge does exist that documents the relationships between learning and physical environment, there are problems that need to be resolved before the present level of understanding can be systematically advanced. One problem is that common vocabulary does not exist. Thus, in the literature, concepts are often described with similar but not identical terminology. Conversely, the same terms are used for similar but not exactly the same concepts. But this confusion in vocabulary is only a symptom of the fundamental problem: the lack of a conceptual model that explores relationships of physical environment to learning rather than to behavior in general. Architectural models address built environments, emphasizing both interior and exterior features of building design that allow, encourage, prohibit, or inhibit various behaviors. Psychological models discuss environmental attributes that set conditions for or even control human behavior. Sociological models emphasize the importance of environment in terms of how it facilitates human interactions. By emphasizing individual appreciation of the environment, aesthetic models address the relationship of values to human behavior. Workplace training models, including human factors engineering, emphasize the fit between environment and person and seek out optimal conditions for performance.

Each of these perspectives can add to a global understanding of the learning environment; however, a model that addresses learners in learning environments is a needed first step in refining educational research. The model described here — satisfaction-participation-achievement-transcendent/immanent attributes-authority-layout (SPATIAL) — can serve as a fundamental basis for organizing research designed to identify relationships between and among components of the learning environment and attributes of the learner. Further, this model has potential for weaving together findings from architectural, psychological, sociological, aesthetic, and human factors engineering studies.”

Rodney Fulton responded, when I originally wrote this post in 2008:

I found it very interesting that some 17 years after I published the SPATIAL Model in a Jossey-Bass publication there was discussion that included the model. I am not aware of any significant use of the model or of any real impact on the field of Adult Education in the United States. I have long since moved on from the field of Adult Education and am now very involved in Public Education at the Elementary level in the US. But again, it was gratifying to see my model referenced in 2008. If you know of any other people using or interested in the model, I’d be happy to hear from you. Thanks Rodney Fulton

There is still much structural work to be done

old-school.jpg

Photo by Atelier Teee

Note: this post is an update of two previous posts from 2008

When learning is the work …

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What if your organization got rid of the Learning & Development function? What would the average manager or department head do? What would workers do?

I’ve been thinking about this for a while. When work is learning, and learning is the work, training that is pushed from outside has less relevance. The L&D department is supposed to ensure that training is appropriate for the job, but with jobs constantly morphing into something else, a major disconnect is developing between the doers and the trainers. How many people take courses that are not relevant to their current work or are provided at the wrong time?

Let me propose some things managers and knowledge workers can do without a Learning & Development department.

Observe how people are learning to do their work already. Find these natural pathways and reinforce them.

Connect any “how-to” learning to the actual task. Show and tell only works if it can be put into practice. The forgetting curve is steep when there is no practice.

Make it everyone’s job to share what they learn. Have you ever noticed how easy it is to find “how-to” videos and explanations on the Web? That’s because someone has taken the time to post them. Everyone in the organization should do this, whether it’s a short text, a photo, a post, an article, a presentation with notes, or a full-blown video.

Make space to talk about things and capture what is passed on. Get these conversations in the open where they can be shared. Provide time and space for reflection and reading. There is more knowledge outside any organization than inside.

Break down barriers. Establish transparency as the default mode, so that anyone can know what others are doing. Unblock communication bottlenecks, like supervisors who control information flow. If supervisors can’t handle an open environment, get rid of them, because they are impeding organizational learning and it’s now mission critical.

If you do have an L&D department, share what you are doing and perhaps they will help you become more self-sufficient for your organizational learning. If they don’t, ignore them, as they will be going away anyway.
illuminated crowd

MSF Lessons Learned

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Medecins sans frontières [MSF], or Doctors Without Borders, is marking its 40th anniversary with a collection of stories exposing what it’s like to confront those difficult decisions. The book is called Humanitarian Negotiations Revealed: The MSF Experience and it comes out later this month.

CBC’s program The Current covers the uncomfortable compromises that humanitarian aid workers regularly face. As The Guardian reports:

Marie Noelle Rodrigue, operations director of MSF in Paris, said: “The time has come to explain the fragile equilibrium between the price it is necessary for an organisation to pay so that you are helping the victims.

“Often that means making a compromise to a degree where you are helping the authorities. This is a question that no-one has wanted to examine and it is good that MSF have looked into it and I think we are happy that we’ve done it honestly.”

MSF is keenly focused on learning from its mistakes and this book is part of that process. Some of those lessons:

Everything is political and influences medical assistance.

Gut feeling is very important to assess complex situations.

Finding common ground between parties in conflict is very difficult and too often simple, but ineffective, solutions are chosen.

The situation is always changing and there is a need for constant reflection, as individuals and at an organizational level.

Impartiality [trust] is the “red line” that cannot be crossed.

Every action is a compromise.

Conflicts are messy & dirty – therefore the humanitarian assistance is messy & dirty.

Learning through constant discussions is critical for all members of the organization.

MSF has a culture of debate and exposing the truth and this lets the organization move forward.

MSF follows the principles of narration and transparency to ensure it stays a viable organization facing complex, messy situations. Many organizations who are trying to adapt to the network era could learn from MSF.

thoughts on public education

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Everything I know, I did not learn in kindergarten. I didn’t go to kindergarten. Perhaps that was good, as that was the year that my father died, and I still did not speak much English anyway. It could have made for a stressful year. No kindergarten meant I could start school a bit later and I think I was really ready when I entered that one-room schoolhouse which was probably the best learning environment I ever had.

There were only three of us in Grade One, so I was also able to listen to what was going on in the Second Grade, in the same row, just ahead of me. Recess and lunch were usually fun, with all ages playing games together. There were not enough students in any one grade to form a dominant group. I was later home-schooled by my mother who never had any formal education in English. This was my introduction to public education.

I went to university straight out of high school and did a standard four-year degree. I got a gentleman’s pass from the Royal Military College and then put my books away. What remains of my undergraduate education is not so much my knowledge of History as my fluency in French. It wasn’t the classes that helped me master the language, but the girl I met in Québec between first and second year. That was real informal learning, watching morning TV cartoons with her young niece, whose French wasn’t too much more advanced than mine. I was one of only a few of my classmates who achieved fluency from no ability at all on entry. Motivation was the critical part of my learning.

Thirteen years later I went to graduate school part-time, with a full-time job and a young family. I could not have done it without the support of my wife. I received a graduate degree in Education but my real education has been in the 14 years since. I have been learning mostly online, first by accessing all of the information available on the web that interested me and more recently by connecting to a worldwide network of people, most of whom I have not met face-to-face. This network now numbers in the thousands.

I have learned that it was a shotgun wedding between robber baron capitalists and progressives, who at the turn of the last century helped to create our public education system, with age-based cohorts, classrooms, bells, and a standardized curriculum. The capitalists needed workers who could read instructions, while progressives, like Moses Coady, founder of the Antigonish movement, felt it their mission to help society.

I have noticed with our boys now finishing up at school, that for the most part, the current system does not help them learn. If anything, it stops them from learning. One-size fits nobody, I call it. We were lucky, in that one or both of us parents could be at home during the day. Our boys could stay at home from time to time, such as the year one was frequently bullied — by the teacher. They knew they always had an option not to go to school. If I had to do it over again, I would pull our kids out of the system during middle school and let them become self-directed learners, later having them rejoin their friends in high school. Middle school was a needlessly stressful time for our family.

When I went to school, if a book was not available in the library system, in reality, it did not exist. Now my children can find and read most of what they need. The shift from scarcity to abundance of information is one of the many reasons we need educational reform. There can be no standard curriculum when everything is miscellaneous, as Cluetrain.com co-author Dave Weinberger says. Courses are artifacts of a time when information was scarce and connections were few. With ubiquitous computing, that time is over. Our children know that.
school train
I watch how our kids learn to play computer games. There is no rule book. The fun of the game is in figuring it out. This is always done collaboratively. Collaboration seems natural to this generation. While studying, Facebook is usually open and classmates send messages back and forth as they share in their learning. The whole notion of cheating may be gone in a generation.

I think this generation will be one of the last in the current system. I hope the next public education system is not another shotgun wedding, or a reaction to change, like charter schools can be. Actually, I hope that it’s not a system at all. It should be a network, like the Internet — open, with no centre, using only basic protocols and allowing for innovation at the edges. If we let our children design it, that is most likely what it would be like. It might look like Stockholm’s school without classrooms or something even more radical.

Modelling, not shaping

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In social networks we can learn from each other; modelling behaviours, telling stories, and sharing what we know. This may not be highly efficient, but it it can be very effective. You will know you’re in a real community of practice if it changes your practices.

Education and training are shaping technologies. They reward successive approximations of the desired behaviour. Modelling, on the other hand, is the foundation of social learning:

Albert Bandura’s Social Learning Theory posits that people learn from one another, via observation, imitation, and modeling. The theory has often been called a bridge between behaviorist and cognitive learning theories because it encompasses attention, memory, and motivation.

If we look at how organizational training & development has functioned, it has been separate from the work being done and focused on shaping behaviours. There is strong evidence that we need to integrate learning into our work in order to deal with the increasing complexity of knowledge work. The valued work in the enterprise is increasing in variety and decreasing in standardization. I have suggested that communities of practice are the bridge between work teams and open social networks, with narration of work an enabler of knowledge-sharing, and of course, modelling behaviour.

The way that Triple Creek [I have no relationship with this company] positions its Open Mentoring platform is a current example of a tool that could enhance social learning (modelling) in the bridging area that communities of practice can offer.

As long as this type of tool is not tied to any team, project or supervisor, it could help connect members of a community of practice. The challenge would be in finding a balance between intrinsic and extrinsic goals. Too much shaping and not enough modelling could turn this into one more thing that has to be done (like annual performance reviews).

Communities are more like dance halls than factories. Platforms that have too much control will not be adopted on a community level. As a consultant, I would like to be able to recommend a variety of these platforms, that can inter-operate on some level, so that enterprise communities can choose the most suitable ones for their stage of development. All communities of practice are unique and will grow, mature and often die over time. No single platform will meet all community needs, but if it supports one of these principles for working smarter – Transparency, Narration of Work or Distribution of Power – it would be worth checking out.

Narration of Work

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I see three major principles for working smarter in networked organizations:

  1. Transparency
  2. Narration of Work
  3. Distribution of Power

I spoke about the distribution of power in my last post on the democratization of the workplace. The narration of one’s work is an essential practice that enables this. Hans de Zwart discusses a narrating-your-work experiment that had a 17 member team use Yammer to share daily experiences with colleagues. He talks about the barriers to narration as well as the perceived benefits of this two-month experiment.

His conclusions and recommendations:

  • Don’t formalize narrating your work and don’t make it mandatory. Many people commented that this is one aspect that they didn’t like about the experiment.
  • Focus on helping each other to turn narrating your work into a habit. I think it is important to set behavioural expectations about the amount of narrating that somebody does. I imagine a future in which it is considered out of the norm if you don’t share what you are up to. The formal documentation and stream of private emails that is the current output of most knowledge workers in virtual teams is not going to cut it going forward. We need to think about how we can move towards that culture.
  • We should have both a private group for the intimate team (in which we can be ourselves as much as possible) as well as have a set of open topic based groups that we can share our work in. So if I want to post about an interesting meeting I had with some learning technology provider with a new product I should post that in a group about “Learning Innovation”. If have worked on a further rationalization of our learning portfolio I should post this in a group about the “Learning Application Portfolio” and so on.

The recommendation of both private and public narration components aligns with the need to support both strong and weak social ties. Covering the public/private spectrum can promote social learning, increase collaboration, and nurture an environment for cross-disciplinary innovation – and bridge the gap to working smarter.

Learning in NB

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The government [update: actually it is an unelected group, NB2026, consisting of a variety of people, including several serving and past politicians] is asking how New Brunswick can be the learning province of Canada. Similar questions have been asked before, so I’m just going to amalgamate some of my responses.

Learning at School

Public Education: The problem is not that we don’t teach enough math or science or English. The problem is the structure itself. Until the structure is addressed, I don’t imagine that any fine-tuning of our current system will address the systemic problem that our schools promote childishness and discourage learning. Curriculum is the confinement of the human experience. It is a blunt tool that winds up bullying someone.

There is no shortage of good information on how we can improve public education.

Education’s three conflicting pillars – this shows the fundamental weakness of the system.

Learning in the Workplace

The major shift needs to be toward network thinking and supporting informal learning in the workplace. Each worker needs to take control of his or her own learning (e.g. personal knowledge mastery) and be given the opportunities and support to do so. My response to CCL’s question:

The overwhelming majority of the learning needs of Canadian adults are not addressed by formal training and education. In this post-industrial era, adults today require self-directed learning skills to thrive in the unstructured work environments outside of school. Efforts should be focused on the development of practical tools and strategies for adults to learn in a networked information society.

Learning in the Community

We need to encourage a Read/Write society. We also must encourage an aggressively intelligent citizenry that is empowered with access to its own ideas, not blocked by corporate interests.

Understanding social media

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I have offered to give a course on understanding social media at the Tantramar Seniors College, consisting of four two-hour weekly sessions. This will not be a traditional course where I decide what curriculum is important and then deliver it to participants. Instead, I am providing opportunities to connect information, knowledge and people. This afternoon is the sign up session and instead of providing an outline, I will solicit needs – “What do you want to do?”

Here are some potential topic areas:

Social bookmarks – here are mine on social media.

Blogging

Introduction to social networking (see also social media in plain English video)

Using social media for personal learning.

Social media in business and privacy issues.

My intention is to spend class time showing how I use social media and how my network lets me learn faster. I will connect with my online networks to find answers to any questions that arise. I would also like to engage the class in co-developing resources, guidelines and other materials that will help them after the classes are over.

I will narrate on this blog what transpires over the next month, as the main reason I volunteered to give this course was to learn.

Informal learning, the 95% solution

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Informal learning is not better than formal training; there is just a whole lot more of it. It’s 95% of workplace learning, according to the research behind this graphic, by Gary Wise.

 Since the latter half of the 20th century, we have gone through a period where training departments have been directed to control organizational learning. It was part of the Taylorist, industrial model that also compartmentalized work and ensured that only managers were allowed to make decisions. In this context, only training professionals were allowed to talk about learning. But formal training, usually in the guise of courses, is like a hammer that sees all problems as nails. Unfortunately, these nails only account for 5% of organizational learning.

A significant percentage of workplace learning professionals are solidly grounded in that 5% of workplace learning that is formal training. They know the systems approach to training (SAT), instructional systems design (ISD) and the ADDIE model (analysis, design, development, implementation, evaluation), among some less useful things like learning styles and Bloom’s taxonomy. There are plenty of hammer-wielders in corporate training departments, supported by an entire industry, including institutions and professional associations, all addressing that 5 percent.

Supporting informal learning at work is not as clear-cut as something like ISD. It requires tools, processes and methodologies from a variety of disciplines. There are methods from knowledge management, organizational development and human performance technology, for example, that are quite useful in supporting informal learning. The modern workplace is a complex adaptive system. There is no single approach that can be used all the time.

We  should not constrain our approach with a single methodological lens when looking at organizational performance. While all models are flawed, some may be useful, and any analysis requires an understanding of the situational context and then the selection of the most useful models. Today there is no agreed-upon informal learning design methodology. I doubt that a single one would be useful anyway.

An industrial age mindset would require a unified approach for informal learning, but the network age demands an acceptance of perpetual Beta. We have many methods and frameworks that can better inform us how to design work systems. When learning is the work, the support systems have to enable both. Integrating the best of what we know from multiple disciplines, in an evidence-based fashion, is the way to proceed and support complex, creative, collaborative work. Several of these next practices have been discussed here or amongst my colleagues.

To create real learning organizations, there is a choice. We can keep bolting on bits of informal learning to the formal training structure, or we can take a systemic approach and figure out how learning can be integrated into the workflow – 95% of the time.

Network walking

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In Network Thinking I said that as we learn in digital networks, stock (content) loses significance, while flow (conversation) becomes more important — the challenge becomes how to continuously weave the many bits of information and knowledge that pass by us each day. Conversations help us make sense. But we need diversity in our conversations or we become insular. We cannot predict what will emerge from continuous learning, co-creating & sharing at the individual, organizational and market level but we do know it will make for more resilient organizations.

Gina Minks thinks that “This isn’t going to happen till there is a way to measure it, or a way to convince people that we’ve not ever measured anything in a meaningful way. And I’m not just saying that to make Harold freak out.”

I’d like to follow up on this as Gina raises a good point. There is an existing managerial culture that says we need to measure things in order to control them. But what happens when most of our work is intangible and the business objective is something not easily measurable, like trust or reputation?

Dr. W. Edwards Deming, champion of continual improvement in manufacturing, way back in 1984 talked about the five deadly diseases of management which unfortunately still ring true today. The fifth deadly disease is a reliance on ‘visible figures’ only. There is  no consideration of the unknown and unknowable. For example, Deming asks what are the multiplying effects of a happy or unhappy customer. Even in the 1980’s Deming accused the business schools of merely teaching creative accounting by overly relying on visible figures.

I use an example from my military career when I talk about measurement. Every commander knows how important morale is, even though there is no definitive way one can measure it. We can get indicators and data points, but we have to rely on our understanding of the organization and its environment to have a sense of the current state of morale.

walking man
Image by Stefan Eggert

To get more and better information, managers need to be more involved in the actual business. Deming said that managers need to have roots in the company. Another term, coming from the army before it was coined at HP, is the concept of leadership by walking around, AKA MBWA. I learned this concept during leadership training in the mid 1970’s. It works because it ensures that information is not filtered by the bureaucracy.

As Tim Harford wrote in, Adapt: Why success always starts with failure:

“There is a limit to how much honest feedback most leaders really want to hear; and because we know this, most of us sugar-coat our opinions whenever we speak to a powerful person. In a deep hierarchy, that process is repeated many times, until the truth is utterly concealed inside a thick layer of sweet-talk.”

Today we have the added benefit of technologies that can bypass that thick layer of sweet-talk and (re)enable leadership by walking around — social media:

“As a CEO, that’s what I most appreciate about enterprise social software: The way it bridges the gap between what’s personal and what’s business. For example, my company, like virtually all others, has offices all over the world, and visiting them is one of the most important things I do. In the old days, a visit to branch office or an overseas development lab was a blur of new faces and unfamiliar names. But with enterprise social software, everything is different.” —Tom Kelly CEO of Moxie Software

Being actively involved in the way work is done and understanding the real issues is what’s necessary to be of service as a manager or even as a workplace performance professional. I  remember working with the head of nursing who was also responsible for performance and training for all nursing staff in a large hospital. I asked to do an on-site performance analysis over several days. As a visitor I had to be accompanied by a member of the hospital staff.

The senior clinician took me around to all floors and let me interview a number of staff. What was surprising to me was that after two years on the job, it was the clinician’s first time on the wards. Just connecting the clinician with the staff saw some immediate results in changing outdated and redundant procedures. I had achieved some organizational performance improvement before I had even completed my analysis!

Getting  managers out of their offices is a low-tech method that can reap major business benefits. Incorporating this mindset into the use of social media then becomes a business accelerator, increasing speed of access to knowledge and empowering people to get things done.

One way to convince managers of the importance of network thinking is to force them to connect with their networks by getting out of their offices, physically and virtually. It’s not a question of what keeps managers awake at night, it’s what can we do to make sure they are awake to their networks during the day. Go for a walk.