Practice to be best

We may think we should adopt best practices, but to be really effective and innovative we need to practice to be best.

First, we have to do the hard thinking  about how to do things better. Jay Deragon talks about how important it is to think about what we do and not just emulate others:

Social Doo Doo’s are those that practice and copy, what others do expecting to get the same or better results. Social Doo Doo’s are a dime a dozen and the market seems to think hiring the Doo Doo’s will help their business do something different. Doing something different and getting more than you’ve gotten in the past  requires you to know how to think which isn’t what others are doing.

Gaining  new knowledge or creating new knowledge and knowing what to do with it is more productive than doing what others do. To gain or create new knowledge requires thinking which is a lot deeper than doing.

Another example of advancing practice in a field is provided in The New Yorker’s The Bell Curve: What happens when patients find out how good their doctors really are? In this article, a doctor explains how radically new thinking saved the life of a fire fighter but his mates refused to try something different and they perished.

As Berwick explained, the organization had unravelled. The men had lost their ability to think coherently, to act together, to recognize that a lifesaving idea might be possible. This is what happens to all flawed organizations in a disaster, and, he argued, that’s what is happening in modern health care. To fix medicine, Berwick maintained, we need to do two things: measure ourselves and be more open about what we are doing. This meant routinely comparing the performance of doctors and hospitals, looking at everything from complication rates to how often a drug ordered for a patient is delivered correctly and on time. And, he insisted, hospitals should give patients total access to the information. “ ‘No secrets’ is the new rule in my escape fire,” he said. He argued that openness would drive improvement, if simply through embarrassment. It would make it clear that the well-being and convenience of patients, not doctors, were paramount. It would also serve a fundamental moral good, because people should be able to learn about anything that affects their lives.

Imitating what others do is not the way to make progress, or as Marshall McLuhan said,  “We look at the present through a rear-view mirror. We march backwards into the future.” Individuals and organizations need to chart their own courses but “Best Practice” thinking is still widespread.  I have found that decision-makers in organizations can be too lazy to extrapolate and figure out how to apply practices in their own context. They want easy, clear answers and hence have the tendency to hire cookie-cutter solutions from big name consultancies. But there are no easy answers. As my colleague Jon Husband says of his wirearchy framework, it enables the mass customization of business, and that is what we need to replace best practices. Individuals and organizations continuously practicing to be best, on a large scale.

No technology or process improvement will save an unraveling industry or organization. What is needed is better thinking and learning while practicing to be the best. This starts with transparency in sharing our knowledge and doing our work.

Knowledge sharing, one at a time

“Every amateur epistemologist knows that knowledge cannot be managed. Education has always assumed that knowledge can be transferred and that we can carefully control the process through education. That is a grand illusion.” David Jonassen

While knowledge cannot be managed [at an organizational level*], we can work at managing our own knowledge. That’s what PKM is all about. Individually we can manage information flows, make sense of them and share with others, especially people with similar interests or common goals. Enterprise “knowledge management” initiatives have not been proven to work very well and may even be irredeemably corrupted. Dave Pollard’s experience with knowledge management shows how important it is to personalize our sense-making and how futile standardized methods and practices can be:

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.

Luis Suarez prefers the term knowledge sharing to knowledge management. If this helps us move away from central digital information repositories (Knowledge Management, Document Management, Learning Content Management Systems, Content Management Systems, etc.) then I’m all for it.  I’m not advocating tearing down any existing IT infrastructure (yet); but we need to enable a parallel system that can handle the distributed nature of work in addressing complex problems, namely weaker central control and better distributed communications and decision-making.

The best first step in getting work done is to help each worker develop a PKM process, with an emphasis on personal. As each person seeks information, makes sense of it through reflection and articulation, and then shares it through conversation, a distributed knowledge base is created. It’s messier and looser than traditional KM, but it’s also more robust. This is what many of us already do. If you take all the published resources of my colleagues at the Internet Time Alliance you will see a loosely connected knowledge base of thousands of assets. They can be found, sometimes by searching and frequently by asking the person who created them. We each use different systems and connect with the open protocols of the web, like RSS, hyperlinks, OPML, etc.

The way to implement organizational knowledge sharing is already visible on the edges of the workplace. Many bloggers are doing it and have been for years. All it takes is getting everyone to do some form of PKM, on their own terms. Once most everyone is seeking, sensing and especially sharing, it’s a relatively easy task to start harvesting and analyzing our collective knowledge. For instance, take what Tony Karrer has done with eLearningLearning and expand this to include social bookmarks and synthesized micro-sharing, like my weekly Friday’s Finds on Twitter.

The real value of PKM is when enough people in an organization do it and create a critical mass of diverse conversations. PKM is our part of a social learning contract that makes us better off individually and collectively. For workers to be engaged over the long term, PKM must remain personal, and the organization must use a gentle hand at all times.

Using open Web systems ensures that not only will the organization get access to valuable information flows, but workers will be able take their piece of it if they leave. A little give and take will go a long way. Allowing the tools to be portable will ensure commitment and engagement without any coercive action on the part of the organization.

The collective sharing of PKM in the enterprise has the potential to create a dynamic knowledge base for idea management that can drive innovation.

* added to give clarification, in case of any confusion

It’s about work, not learning

Is social media added to a learning platform the answer to promoting informal and social learning in the enterprise?

To address these trends and take advantage of the new capabilities that social computing and social networks can bring to learning, SkillSoft’s Books24×7 division introduced inGenius. It enables social learning by extending the value of expert information and infusing it with the knowledge and expertise of an organization’s own employees. Unlike many stand-alone social networking applications, inGenius is built on SkillSoft’s Books24×7 on demand content collections containing more than 25,000 titles — digital books from leading publishers, analyst research reports, and white papers — as well as 1,300 videos of thought leaders and practitioners.

SkillSoft says they realize that learning has become more social and the interest in peer learning has increased. This is the right decision, within the constraints of SkillSoft’s technology platform and current business model. We can’t expect incumbents to just cast away their cash cows. The question is whether it is enough to give a significant organizational performance advantage. The model of having conversations around social objects, such as books, can work well in an organization that values and encourages reading and discussions. This model worked in the past with Company Command.

In A Framework for Social Learning in Enterprise I wrote:

Our workplaces are becoming interconnected because technology has enabled communication networks on a worldwide scale. This means that systemic changes are sensed almost immediately. Reaction times and feedback loops have to get faster and more effective. We need to know who to ask for advice right now but that requires a level of trust and trusted relationships take time to nurture. Our default action is to turn to our friends and trusted colleagues; those people with whom we’ve shared experiences. Therefore, we need to share more of our work experiences in order to grow those trusted networks. This is social learning and it is critical for networked organizational effectiveness.

While social media additions to legacy systems are an advancement, I think they are not enough. Learning and working must be embedded in the work flow. The SkillSoft example, one of the bettter ones in the industry that I have seen, encourages conversations, but these conversations are still divorced from the necessary daily work of collaboration. Knowledge has to be applied, so we have to stop this industrial separation of learning and working. We need systems that help get the work done. As our work environments become more complex, we need to:

  • make sense of constantly changing and growing information flows;
  • share tacit knowledge and use it to …
  • develop emergent practices together (especially barely repeatable processes).

PKM: Working Smarter

In PKM in a Nutshell, I linked my various posts on personal knowledge management to make the framework more coherent. My ITA colleague, Jane Hart has just released an extensive resource that correlates nicely with the PKM framework. It is called A WORKING SMARTER RESOURCE: A Practical Guide to using Social Media in Your Job and includes seven sections (my annotations on how they connect to PKM):

1. Finding things out on the Web (SEEK)
2. Keeping up to date with new Web content (SEEK)
3. Building a trusted network of colleagues (SEEK & SHARE)
4. Communicating with your colleagues (SHARE)
5. Sharing resources, ideas and experiences with your colleagues (SHARE)
6. Collaborating with your colleagues (SHARE & USE)
7. Improving your personal productivity (SENSE & USE)

Here’s the a description and rationale for adopting PKM, individually and within organizations:

  • PKM is a way to deal with ever-increasing amounts of digital information.
  • It requires an open attitude toward learning and finding new things (I Seek).
  • PKM methods can help to develop processes of filing, classifying and annotating for later retrieval.
  • PKM leverages  open web-based systems that facilitate sharing.
  • A PKM mindset aids in observing, thinking and using information & knowledge better (I Sense).
  • Transparent PKM helps to share ideas with others (We Share).
  • After a while, you begin to realize you’re in a community of practice when your practice changes (We Use).
  • PKM prepares the mind to be open to new ideas (enhanced serendipity, or chance favours the prepared mind).

Managing in Complexity

Formal training just won’t cut it any more as the primary means by which we prepare and adapt in order to get work done. Training isn’t dead, it’s just not enough, and cannot be the only tool in the box.

As Jay Cross stated in a recent interview:

Formal learning can be somewhat effective when things don’t change much and the world is predictable …

Today’s world is the opposite in every way imaginable …

Things are changing amazingly fast …

There’s so much to learn …

Today’s work is all about dealing with novel situations …

This image, from Cynthia Kurtz’s post, Confluence, clearly shows the challenge we face in our networked organizations competing and collaborating in complex adaptive systems.

The challenge is getting organizations that are used to dealing with the Known & Knowable to be able to manage in Complex environments and even Chaotic ones from time to time. As can be seen in Kurtz’s graphic, that means weaker central control which is, of course, scary for traditional management. This is not a training problem but rather a management issue. How can you be less directive and enable distributed work, and therefore distributed (and undirected) learning? Actually there are historical examples, including guerrilla groups; religious movements; and social organizations. We need to look back as well as into the future. There are lessons and examples that can help us once we cast off some of our industrial management assumptions.

Taylor’s Principles of Scientific Management (1911) inform many of our current practices but there are other models and frameworks available. The first step is seeing that we have a problem and our current models are inadequate. This is a conversation that all business managers and organizational leaders need to have. We should be ready to have many informed conversations about managing in complexity and put forward some plausible options. For further reading:

General framework: Wirearchy

Background & Models: Gary Hamel: Future of Management; Thomas Malone: The Future of Work; Andrew McAfee: Enterprise 2.0

Ideas & Methods: Working Smarter Fieldbook; State of Learning in the Workplace

More conversations: The Smart Work Company; Internet Time Alliance blog;

Working Smarter 2010

The Working Smarter Fieldbook (June 2010 version) is now out. This is a collaborative effort by all of us at the Internet Time Alliance and was spearheaded by Jay Cross. Our intention is get the conversation focused on what’s important for business, including the training & learning department – working smarter. Learning is just a means and not the end, but this perspective has somehow been lost along the way in many organizations over the past decades.

A toolbox
Years ago, Stewart Brand published The Whole Earth Catalog to provide “access to tools.” It listed all manner of interesting and oddball stuff, from windmill kits to hiking sox to books like Vibration Cooking. The Catalog didn’t tell readers how to live their lives; it merely described things that might help them to do their own thing. Feedback and articles submitted by readers made each edition better than its predecessor.
The Working Smarter Fieldbook follows the tradition of The Whole Earth Catalog. Harold, Jane, Clark, Charles, Jon, and Jay provide access to the tips, tricks, frameworks, and resources that we’ve used to help organizations work smarter. Our goal is to put together an irresistible package of advice.

Theories and Practices

@ADDIE_ID is a Twitter pseudonym for someone who discusses “Analysis-Design-Development-Implementation-Evaluation” and the “Instructional Design” model, and is really most sincerely dead, as are many training-related theories. A recent Tweet on multiple intelligences started off a chain-reaction in my mind:

I responded that many learning theories-in-use have become the hocus-pocus of the training industry. Here is what a quick search on multiple intelligences (which has a tendency to be linked with learning styles) brought:

Howard Gardner: The Myth of Multiple Intelligence

Gardner’s multiple intelligences have therefore been utilised to justify the development of broader curriculum opportunities and increased differentiation in teaching. The theory has also been aligned with learning styles. This paper raises serious concerns regarding the empirical basis for the theory of multiple intelligences and suggests that it has confused the social basis of intellectual activity with a proposed set of biologically based characteristics.

Occam’s Donkey: Mind Myth 7

Intelligence as a concept is generally associated with the kind of thinking capacity that make for success as school. Gardner’s labeling the aptitudes he proposed as intelligences, naturally led teachers to erroneously assume that they were fungible (one could substitute for another) and should be taught to.

Multiple Intelligences: The Making of a Modern Myth

In the end, Gardner’s theory is simply not all that helpful. For scientists, the theory of the mind is almost certainly incorrect. For educators, the daring applications forwarded by others in Gardner’s name (and of which he apparently disapproves) are unlikely to help students. Gardner’s applications are relatively uncontroversial, although hard data on their effects are lacking. The fact that the theory is an inaccurate description of the mind makes it likely that the more closely an application draws on the theory, the less likely the application is to be effective. All in all, educators would likely do well to turn their time and attention elsewhere.

Another theory that informs practice in the field of education and training is Bloom’s Taxonomy, which has major flaws, as I wrote in Better than Bloom’s [see comments for more references]. I’m sure that many others can be added, so feel free to comment or link.

I would like to see a serious discussion, online or in physical space, that gets at many of the theories we use and shows practitioners what they are based on, how they work and their validity in view of the current science and research. We should keep in mind that while, “All models are wrong, some are useful” ~ George E.P. Box. This discussion should not be a myth-busting exercise but more of a pragmatic approach on what works and why. For educators, trainers, developers, vendors, etc. – we owe it to our field.

Suggested tag for Delicious, Twitter, et al – lrntheory

Role Shift

The last time I looked at roles in education I was inspired by Anil Mammen to create a table based on his definitions. I think some of the descriptions can be used in a prescriptive way of getting out of our industrial, hierarchical mindset and moving to an enterprise 2.0 or wirearchical culture. In networks, learning is the work, so a critical part of this culture shift is viewing learning as quite different from traditional training. The objective is to become a wirearchy:

a dynamic two-way flow of power and authority based on information, knowledge, trust and credibility, enabled by interconnected people and technology

Though incremental change may not always work, it might be easier for established organizations to move to a transition zone in getting there:

Hierarchical Getting There Wirearchical
Training – Learning & Development – Organizational Development – HR
Representative of the establishment. Guide Peer in learning.
Responsible for imparting approved knowledge. Knows what to teach, when & how. Continuously learn & unlearn.
Omit & modify as necessary.

Collude with the establishment.

Knowledgeable on a given subject.

Interpreter of information.

Provocateur

Connector

Workers – Learners – Employees – Associates

Powerless receiver of knowledge. Empowered to find knowledge. Critical Thinker.

Democratization of knowledge.

Studies out of fear of failure, reprisal, or displacement. Closing of teacher-learner divide.
Decentralization of authority.
Selfish motive to learn – job, money, fame, power, desire to appear smart. Opportunities for self-directed learners. Seeker of truth.

Engaged professional-amateur.

Arete* [via Stephen Downes]

* Arete in ancient Greek culture was courage and strength in the face of adversity and it was to what all people aspired.

DIY is here

Over three years ago I wrote that the future of learning is DIY:

With Google you can find most information that you need. YouTube is a quick and easy way to get “learning objects” to the world. Apple gives the essential tools for knowledge workers, and in a nice package. Wikipedia has shown that the wisdom of crowds is just as good as the wisdom of elites. Starbucks gives free-agents and road warriors a place to meet and work. These top brands provide the equivalent of the interstate highway system for the creative age.

Enabling DIY (do-it-yourself) on the Web appears to be a good business model. Even on the fringes, such as wi-fi from a café. This is the power of informal learning, if organisations decide to enable it. It has to be DIY, user-driven and uncontrolled. People will figure out what’s best for them, as they have for millennia.

Has anything changed?

There seem to be more DIY platforms today and they are being used, though the business models are not yet clear. Facebook has enabled DIY ridiculously easy group forming, but it comes with a price on privacy. Ning was wildly popular as a DIY online community builder, but that business model did not seem to work. Open source Elgg may replace Ning with a non locked-in platform, but its success remains to be seen.

For mass DIY, ease of use is the trump card. Just look at Google Docs, the best and easiest DIY online collaboration suite, in my opinion. I remember using Writely (sold to create Google Docs) and it had a better user interface in my opinion, but was only used by digital savvy folks. Google dumbed-down the interface and functions and that ease of use, plus growing demand, made Google Docs a market leader. Timing is everything.

Now that many people have used DIY tools for their online work and play, I can’t see the trend being reversed any time soon. Enabling DIY should be a prime directive in the development of technologies for collaborative work and networked learning as well. Please pass this on to those folks in e-learning ;)

Instruments of Restraint

Almost any technology can be a learning technology, I wrote a while back. It’s how it’s used, not what is used.

  1. What’s the difference between a conference room and a classroom?
  2. What is the difference between a CMS and an LCMS?

A learning technology is mostly about branding  and I’m more interested in non-educational tools (social networking, wikis, blogs, social bookmarks) in that they are not limited by some pre-conceived notions about learning or a constrained pedagogical framework. I can use general tools for instruction, guided study or discovery learning; just as the same physical classroom can be alternately an exciting learning environment or a temporary prison cell.

I believe that special *learning technologies* actually restrain us.

Restraint may be defined as:

1. The act of restraining or the condition of being restrained.
2. Loss or abridgment of freedom.
3. An influence that inhibits or restrains; a limitation.
4. An instrument or a means of restraining.
5. Control or repression of feelings; constraint
.

First, the notion of learning technologies as separate from working technologies continues to keep learning separate from work. This makes little sense in a networked workplace. Second, learning technologies become a special class of tools that only learning experts understand or care to learn about. Third, they create a class of vendors focused on the training & development department and not the overall organization. My experience is that the only organizations that benefit from learning technologies are those whose core business is learning with a focus on formal, structured delivery – schools.

Learning technologies, by their limiting nature, are instruments of restraint for the networked organization.