Vendor-neutral

Yes, I have called software vendors snake oil sellers. Last year I wrote, “Now social learning is being picked up by software vendors and marketers as the next solution-in-a-box, when it’s more of an approach and a cultural mind-set.” In 2005, social learning online was a fringe activity that we had to test using open source platforms like Drupal. Now everything is “social”. I remember when we ran our informal learning unworkshops in 2006 while the major enterprise software vendors ignored us or privately told us there was no market for this stuff. Now they use our words to sell their products.

Usually I represent the buyers of enterprise software, not the sellers. I have advised vendors on how to improve their products but my aim is not to make an easy market for their sales. I want to help organizations democratize while simultaneously improving their overall performance. As an independent consultant, I maintain a perspective of vendor neutrality. I do not represent any other companies.

While some people have inferred that I may be vendor hostile, let me tell you what I learned today about a software company – Socialcast. They are not my client and I do not have any stake in the company.

During a web presentation today, I saw that Socialcast gets a critical part of workplace performance right. They understand that collaboration has to be embedded in the workflow. Their “secret sauce” is the ability to integrate with a wide variety of other enterprise software applications. These are tools that workers use every day. Socialcast enables conversations around and between these systems. There is no requirement to leave the workflow to collaborate.

I’ve used Socialcast for several months and must say the learning  curve is negligible. It’s simple and effective. You are up and using it very quickly. This is a company that understands online collaboration and reduces silos instead of creating a new one.

So there you have it. If you want the endorsement of a vendor-neutral consultant, just do a good job and you’ll get noticed.

Social learning for collaborative work

The authors at Human Capital Lab say that social learning makes little sense and we should really be focused on collaborative learning:

In its simplest form, collaborative learning is a model based on the idea that knowledge can be created through the interaction and collaboration of individuals. It is not driven by a specific tool, or learning plan, but is driven by the need for information and the accountability that those engaged have to one another. Where we decided to move from the verbiage “social learning” comes from the attempt to really define the term and realized that the focus continually goes back to “social” (and often social media tools) rather than to “learning.” It’s not about the tool, it’s about the learning and collaborative method by which it is accomplished.

I disagree.

Social learning is based on the understanding that we are social animals, as described by Albert Bandura in the 1970’s:

The social learning theory of Bandura emphasizes the importance of observing and modeling the behaviors, attitudes, and emotional reactions of others. Bandura (1977) states: “Learning would be exceedingly laborious, not to mention hazardous, if people had to rely solely on the effects of their own actions to inform them what to do. Fortunately, most human behavior is learned observationally through modeling: from observing others one forms an idea of how new behaviors are performed, and on later occasions this coded information serves as a guide for action.” (p22). Social learning theory explains human behavior in terms of continuous reciprocal interaction between cognitive, behavioral, an environmental influences.

Our social networks have a significant influence on our behaviour, as clearly shown in research by Nicholas Christakis and others.

Image: Smoking in a Face to Face Network (2000) by Nicholas Christakis

Calling social learning, collaborative learning misses out on the fact that all learning happens in a social context.

We collaborate because we have a reason to do so (such as in the workplace).

We learn socially because we are wired to do so.

In a workplace context, social learning is how we share tacit knowledge so that we can work collaboratively. They go hand-in-glove but are not the same. It’s leadership’s responsibility to create structures that encourage social learning in order to do collaborative work.

We need to encourage social learning because things are changing too fast and it’s the only way we can keep up, by learning socially and working collaboratively.

Image: by Ross Dawson: Corporate Directors Understand Change (n = 500)

Social Learning, Complexity and the Enterprise

The social learning revolution has only just begun. Corporations that understand the value of knowledge sharing, teamwork, informal learning and joint problem solving are investing heavily in collaboration technology and are reaping the early rewards. ~ Jay Cross

Social learning

Note: This is a re-post and update of a previous article, originally published as a White Paper (PDF). This web page should enable easier linking.

Why is social learning important for today’s enterprise?

George Siemens, educational technologist and researcher at Athabasca University, has succinctly explained the importance of social learning in the context of today’s workplace:

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.

The Internet has fundamentally changed how we communicate on a scale as large as the printing press or the advent of written language. Charles Jennings, of Duntroon Associates, explains why we need to move away from a focus on knowledge transfer and acquisition, an approach rooted in Plato’s academy:

We are moving to the world of the sons of Socrates, where dialogue and guidance are key competencies. It is a world where the capability to find information and turn it into knowledge at the point-of-need provides the key competitive advantage, where knowing the right people to ask the right questions of is more likely to lead to success than any amount of internally-held knowledge and skill.

Our relationship with knowledge is changing as our work becomes more intangible and complex. Notice how most value in today’s marketplace is intangible, with Google’s multi- billion dollar valuation an example of value in non-tangible processes that could be deflated with the development of a better search algorithm. Non-physical assets comprise about 80 percent of the value of Standard & Poor’s 500 US companies in leading industries.

From replaceable human resources to dynamic social groups

The manner in which we prepare people for work is based on the Taylorist perspective that there is only one way to do a job and that the person doing the work needs to conform to job requirements [F.W. Taylor, The Principles of Scientific Management, 1911]. Individual training, the core of corporate learning and development, is based on the premise that jobs are constant and those who fill them are interchangeable.

However, when you look at the modern organization, it is moving to a model of constant change, whether through mergers and acquisitions or as quick-start web-enabled networks. For the human resources department, the question becomes one of preparing people for jobs that don’t even exist. For example, the role of online community manager, a fast-growing field today, barely existed five years ago. Individual training for job preparation requires a stable work environment, a luxury no one has any more.

A collective, social learning approach, on the other hand, takes the perspective that learning and work happen as groups and how the group is connected (the network) is more important than any individual node within it.

MIT’s Peter Senge has made some important clarifications on terms we often use in looking at work, job classifications and training to support them.

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.

Learning may be an individual activity but if it remains within the individual it is of no value whatsoever to the organization. Acting on knowledge, as a practitioner (work performance) is all that matters. So why are organizations in the individual learning (training) business anyway? Individuals should be directing their own learning. Organizations should focus on results.

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

Social learning is how groups work and share knowledge to become better practitioners. Organizations should focus on enabling practitioners to produce results by supporting learning through social networks. The rest is just window dressing. Over a century ago, Charles Darwin helped us understand the importance of adaptation and the concept that those who survive are the ones who most accurately perceive their environment and successfully adapt to it. Cooperating in networks can increase our ability to perceive what is happening.

Making social learning work

Jon Husband’s working definition of Wirearchy is “a dynamic two-way flow of power and authority, based on knowledge, trust, credibility and a focus on results, enabled by interconnected people and technology”. We are seeing increasing examples of this on the edges of the modern enterprise. WorldBlu.com’s annual listing of our most democratic workplaces continues to grow and gain attention. Google’s dedicated time-off for private projects, given to its engineers, promotes non-directed learning and collaboration. Zapposdirectly engages with its customers on Twitter, fostering higher levels of two-way trust. As customers, suppliers and competitors become more networked, being more wirearchical will be a business imperative.

Wirearchies inherently require trust, and trusted relationships are powerful allies in getting things done in organizations. Trust is also an essential component of social learning. Just because we have the technical networks does not mean that learning will automatically happen. Communications without trust are just noise, not accepted and never internalized by the recipients.

Here are some ways to make social learning work in the enterprise:

  • Think and act at a macro level (what to do) and leave the micro (how to do it) to each worker or team. The little stuff is changing too fast.
  • Engage with Web media and understand how they work. The Web is too important to be left to the information technology department, communications staff or outside vendors.
  • Use social media to make work easier or more effective. Use them to solve problems for work teams and groups.
  • Make traditional management obsolete. Teach people how to fish or better yet, teach them how to learn to fish themselves. If the organization is maintaining a steady state then it has failed to evolve with the environment.

Analyzing social learning

Most 20th century workplaces had two types of learning: formal learning through training and informal learning (about 80% according to available research) which just happened by accident or the result of observation, conversation and time in the job. This focus on formal training, for skills and knowledge, missed out on our social nature. Business has always been social, especially at the higher levels of management and with ubiquitous access to networks, this is once again part of everyone’s work. In the global village, we are all interconnected.

Jane Hart, social learning consultant, has shown how social media can be used for workplace learning and that instead of just training, there are five types of learning that should be supported by the organization.

IOL – Intra-Organizational Learning – keeping the organization up to date and up to speed on strategic and other internal initiatives and activities
GDL – Group Directed Learning – groups of individuals working in teams, projects, study groups, etc Even two people working together in a coaching and mentoring capacity
PDL – Personal Directed Learning – individuals organizing and managing their own personal or professional learning
ASL – Accidental & Serendipitous Learning – individuals learning without consciously realizing it (aka incidental or random learning)
FSL – Formal Structured Learning – formal education and training like classes, courses, workshops, etc (both synchronous and asynchronous)

Notice that traditional training (FSL) is only one of the five types. Three of these (IOL, GDL, PDL) require self-direction, and that is the essence of social learning: becoming self-directed learners and workers, all within a two-way flow of power and authority. Social and informal learning are not just feel-good notions, but have a real impact on an increasingly intangible business environment.

Jay Cross has looked at the ways that social learning is becoming real and developed this table to highlight some of the workplace changes he is observing:

Implementing social learning

Five Types of Workplace Learning

The changes in becoming a networked workplace can be further analyzed using Jane Hart’s five ways of using social media for learning in the organization.

ASL – Accidental & Serendipitous Learning: from Stocks to Flow

Learning is conversation and online conversations are an essential component of online learning. Online communication can be divided into Stocks (information that is archived and organized for reference and retrieval) and Flows (timely and engaging conversations between people, including voice or written communications). Blogs allow flow and micro-blogs, like Twitter, enable great flow due to the constraint of 140 characters.

The web enables connections, or constant flow, as well as instant access to information, or infinite stock. Stock on the Internet is everywhere and the challenge is to make sense of it through flows of conversation. It is no longer enough to have the book, manual or information, but one must be able to use it in changing contexts. Because of this connectivity, the Web is an environment more suited to just-in-time learning than the outdated course model. ASL is shifting from looking at knowledge as the collection of bits and engaging in the learning flows around us, without any conscious plan. We are working and learning in networks and the only thing a network can do is share.

PDL – Personal Directed Learning: from Clockwork & Predictable to Complexity & Surprising

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). Organizing our own learning is necessary for creative work. 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. Developing emergent practices, a necessity when there are no best practices in our changing work environments, requires constant personal directed learning.

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. Accepting surprise is similar to the delight an artist may have on completion of a work and only then see an emergent quality not consciously understood during the process of its creation.

GDL – Group Directed Learning: from Worker Centric to Team Centric

As mentioned earlier, the real work in organizations is done by groups. This means that sending individuals on a training course and then re-integrating to their work group is relatively useless. With work and learning merging in the network, groups need to find ways that support each member’s learning, while engaged in tasks and projects. Tools that can capture activities and keep group members focused should be used to reinforce group learning.

Social learning requires a certain amount of effort to maintain regular contact and association with our colleagues. Developing social learning practices, like keeping a work journal, may be an effort at first but later it’s just part of the work process. Bloggers have learned how powerful a learning medium they have only after blogging for an extended period. With the increased use of distributed work groups, it is even more important to foster social learning and web media are the current tools at hand.

IOL – Intra-Organizational Learning: from Subject Matter Experts to Subject Matter Networks

Mark Oehlert, anthropologist, historian and technologist, recently coined the term Subject Matter Networks as a new way of finding organizational knowledge. Instead of looking for subject matter experts from which to design training, we should extend knowledge gathering to the entire network of subject-matter expertise. Once again, the emphasis is no longer on the individual node but on the network. Good networks make for effective organizations.

Networked communities are better structures in dealing with complexity, when emerging practices need to be continuously developed and loose ties can help facilitate fast feedback loops without hierarchical intervention. Collaborative groups are better at making decisions and getting things done. The constraints of the group help to achieve defined goals.

Building capabilities from serendipitous to personally-directed and then group-directed learning help to create strong networks for intra-organizational learning. This is exceptionally important because the emerging knowledge-intensive and creative workplace has these attributes:

  • Simple work will be automated.
  • Complicated work will go to the lowest bidder, as processes & procedures become more defined and job aids more powerful (e.g. mortgage applications).
  • Complex work requires creativity and is where the value of the post-industrial organization lies.
  • Dealing with Chaos sometimes has be confronted and this requires creativity as well as a sense of adventure to try novel approaches.

FSL – Formal Structured Learning: from Curriculum to Competency

There remains a need for training in the networked workplace but it must move away from a content delivery approach. The content will be out of date before the training is “delivered” (another outdated term). Work competencies will still need to be developed through practice and appropriate feedback (what training does well) but that practice will have to be directly relevant to the individual or group (group training is an area of immense potential growth). Jointly defining work competence with input from individuals, groups and subject matter networks should become the new analysis process, enabled by social media. Think of it as social ADDIE (analysis, design, development, implementation, evaluation) for the complex workplace.

Complexity: the new normal

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.

Our current models for managing people, training and knowledge-sharing are insufficient for a workplace that demands emergent practices just to keep up. Formal training has only ever addressed 20% of workplace learning and this was acceptable when the work environment was merely complicated. Knowledge workers today need to connect with others to co-solve problems. Sharing tacit knowledge through conversations is an essential component of knowledge work. Social media enable adaptation, and the development of emergent practices, through conversations.

How organizations have evolved

Most companies start simple, with a few people gathering together around an idea. For small companies, decision-making, task assignments and direct interaction with clients are rather straightforward. With growth, the simplicity ends. As every entrepreneur knows, the initial growth of a company is often synonymous with efficiency drops and decreases in profits, since administrative tasks, indirect structural costs and middle-term forecasts add financial and human pressure on early growth.

Overcoming these obstacles is one of the main burdens of start-ups and young businesses. Innovation abounds in the early stages and knowledge capitalization is aided by a common vision of the business. Further growth equates to sustainable efficiencies and market share increases. For decades, organizational growth has been viewed as a positive development, but it has come at a cost.

Complication: the industrial disease

As organizations grow, the original simplicity gets harder to maintain. Current management wisdom – based on Robin Dunbar’s research; the size of military units through history; and the work of management experts such as Tom Peters – considers the ideal size of an organization to be around 150 people. Beyond this size, knowing everybody in person becomes impossible. Intermediate layers of power and delegation begin to develop above 150 people and companies then enter the realm of complication.

Most of today’s larger companies have a complicated structure. To enable growth and efficiencies, more processes are put in place. This is what management schools have been doing for over half a century. To ensure reliable operations and risk mitigation, the core competencies of decision-making and innovation are moved to the periphery. The company’s vision, if there is one, is now supported at the board level but not the individual level. New layers of control and supervision continue to appear, silos are created, and knowledge acquisition is formalized in an attempt to gain efficiency through specialization.

As companies get even bigger, internal growth and innovation reach a tipping point, and companies rely on mergers and acquisitions to maintain the illusion of growth. At some stage of complication, companies do not even create jobs anymore. In France, a study (PDF) from INSEE showed that large organizations have a tendency to destroy internal jobs: by transferring jobs to subsidiaries, contractors and subcontractors. Large firms barely participate in job creation. Similar studies conducted in other countries show the same results. However, knowledge, and the acquisition of new knowledge, are still key factors for innovation and effectiveness. To compensate for its complicated processes, the enterprise attempts to shift to another paradigm, and tries to become a learning organization, putting significant effort into training.

Complexity and the New Enterprise

Today’s large, complicated organizations are now facing increasingly complex business environments that require agility in simultaneously learning and working. Typical strategies of optimizing existing business processes or cost reductions only marginally influence the organization’s effectiveness. Faster evolving markets challenge the organization’s ability to react to customer demand. Decision-making becomes paralyzed by process-based operations and chains of command and control; thereby decreasing agility. Training, as “the” solution to workplace learning needs, fails to deliver and then gets marginalized, often being the first department to have its budget cut.

Many organizations today are also facing significant demographic challenges. Baby boomers, once the lifeblood of business, are retiring, while Generation Y wants to communicate and interact in a completely different manner. There may be four generations in the modern workplace and each has its unique traits and demands. There is growing complexity both inside and outside the organization.

Organizations need to understand complexity, instead of simply increasing complication. This lack of understanding, as well as some existing, but minor, efficiency improvements in tweaking the old system, are the major barriers to adopting Enterprise 2.0 concepts and practices.

Companies need to get a clearer view of the competitive advantages of Enterprise 2.0 before an organizational framework like wirearchy can co-exist with hierarchical structures and thinking.

Here are some key organizational changes during the journey from simplicity to complexity:

Simplicity: basic hierarchy
Complication: bureaucracy
Complexity: wirearchy
Organizational Theory
Knowledge-Based View Learning Organization Value Networks
Attractors
Stakeholders (vision) Shareholders (wealth) Clients (service)
Growth Model
Internal Mergers & Acquisitions Ecosystem
Knowledge Acquisition
Formal Training Performance Support Social
Knowledge Capitalization
Best Practices Good Practices Emergent Practices

Let’s look at Knowledge AcquisitionFormal training is easy to task out or outsource and then assume that everything has been taken care of. The training gets done and the organization can account for it. Managers can say, “my people got their training”. Courts can be assured that workers have been trained, so the company has met its responsibilities.

Even performance support tools can be developed centrally, by external consultants or an internal team. The resulting tools are then sent throughout the organization to be used at work. The organization can say, “they have the tools”. For example, all bank officers can use the same mortgage calculator, so risk is managed fairly easily once the system is in place. The system is under control.

However, social knowledge acquisition in the organization is a different case. It requires a very different approach. First of all, centralized control won’t work. Secondly, individuals will become responsible for their learning and their actions. This requires trust. Control systems become counter-productive. There is no easy way to move an organization into this wirearchical space. It requires some serious thinking about how things get done. It means giving up control. It means organizational life in perpetual Beta, and that can be a scary thought.

Let’s look at how social learning can support emergent practices in the enterprise.

Implementation

Knowledge workers get things done by conversing with peers, customers and partners, as they solve the problems of the day. Learning from these social interactions is a key to business innovation. In a globally networked economy, based increasingly on intangible goods and services, constant innovation is necessary to stand out. Markets such as software, financial services, consulting and consumer goods have to continuously adapt their offers to keep up with changing demands and advances in technology.

Hyper-linked knowledge flows have made organizational walls permeable. Official channels are competing with an expanding number of informal communications. A collaborative enterprise is becoming the optimal organization for such a networked economy, capitalizing on these expanding knowledge flows. To innovate, organizations need to collaborate internally and this is social. To participate in their markets, organizations, customers and suppliers need to understand each other and this too, is social. Social learning is how knowledge is created, internalized and shared. It is how knowledge work gets done.

In complex environments, learning is much more than just a matter of structured knowledge acquisition. However, that is all that training enables. Corporate training methods often consist of delivering content and perhaps providing drill and practice sometime prior to doing the task. There is often a gap between training and doing. Training alone cannot address the wide variety of informal learning needs of workers. Nor can it help to transfer the tacit knowledge on which many of us depend to do our jobs.

We know that informal learning happens all of the time but often the best answers or experts are not connected to the person with the problem. Social learning networks can address that issue by giving each worker a much larger group of people to help get work done. Regularly publishing to our networks is how we can stay connected. Here is an approach to embed social learning into organization work flows. This is an iterative process that can be adapted to fit the context.

Listen & Create: Being open to self-education is the foundation of individual learning. Part of this is the development of habits of continuous sense-making by recording what we hear, read and observe; e.g. personal learning environments (PLE) & personal knowledge management (PKM).

Converse: Sharing is an act of learning and can be considered an individual’s responsibility for the greater social learning contract. Without sharing, there is no social learning. Through ongoing trusted conversations we can share tacit knowledge, even across organizational boundaries; e.g. social learning.

Co-create: Group performance enables the creation of new knowledge and is a source of innovation; e.g. collaborative work, customer experience.

Formalize & Share: Some informal knowledge can be made explicit and consolidated through the formalization and creation of new structured knowledge; e.g. taxonomies, document management, storytelling.

Enterprise social learning

Jane Hart has created a comprehensive, and growing, list of social learning examples in the workplace. Companies listed here include British Telecom, Sun Microsystems, NASA, Nationwide Insurance, and SFR. The SFR case study, reported by Sue Weakes, shows how a younger workforce is demanding better access to social media.

French mobile phone company SFR implemented ActiveNetworker from Jobpartners to support its new social network. My SFR comprises a company blog, a central space for discussion, and the ability to build profiles that allow employees to share information on career progress, learning and development and aspirations. They can also join groups of interest … ActiveNetworker has been well received and SFR is averaging 80,000 visits per week from the 10,000 employees that are using it.

Dave Wilkins at Learn.com, describes the case at ACE Hardware in which the company set up a web-based social learning platform for its 4,600 independent hardware dealers to share and seek advice. They were able to look for new sales leads, find rarely used items through the community and share merchandising display strategies. This social learning community strategy resulted in a 500% return on investment in just six months.

Cristóbal Conde, CEO of SunGard, a software and IT services company, was recently interviewed in the New York Times. He discussed how he has flattened the company’s hierarchy as a way of dealing with the globalization of the company. One important social communication tool at SunGard is Yammer, a micro-blogging platform similar to Twitter but used internally. NYT: “What kind of things do you write on Yammer?

I try to see a client every day, and because of my title I get to see more senior people. And so then they’ll tell me things — you know, what are their biggest problems, what are their biggest issues, what are their biggest bets. All this information is incredibly valuable. Now, what could I do with that? I’m not going to send that out in a broadcast voice mail to everyemployee. I’m not even going to write a long e-mail about it to every employee, because even that is almost too formal. But I can write five lines on Yammer, which is about all it takes.
A free flow of information is an incredible tool because I can tell people, “Look, this is one of our largest clients, and the C.E.O. just told me his top three priorities are X, Y and Z. Think about them.”

The Ford Motor Company has used social media for learning, beginning with SyncMyRide, and now integrating it as a way to connect customers and the company.

Ford’s intention is to consider how social media can inform the company as a whole, rather than judging its efforts by the criteria of one department and those “holistic” lessons filter up and down through the company, says Monty [head of social media]y. That includes the company’s executive board and goes as far as putting up senior execs for online Q&As through Twitter and on the corporate Facebook page. “There is a healthy respect for [social media] and how we participate in it. Two-way dialogue is healthy for a company like Ford, and we’ve grown as a result of having participated in it,” says Farley [Chief Communications Officer]. At some point, as executives grow in seniority, they tend to become “isolated from reality,” adds Monty. Making the Ford board aware of and engaged with social conversations counters that isolation. “When [CEO Alan Mulally] says we are making the cars people want, well, how do we know unless we are listening?” asks Monty.

A business imperative

Deloitte’s Shift Index of 2010 highlights the challenges facing several industries today, that of declining return on assets and the need for innovation. One recommendation is to enable knowledge flows, a key benefit of social learning:

Knowledge flows – which occur in any social, fluid environment where learning and collaboration can take place – are quickly becoming one of the most crucial sources of value creation. Facebook, Twitter, LinkedIn, and other social media foster them, as do virtual communities and online discussion forums and companies situated near one another, working on similar problems.

One of the great things about web social media is that they are for the most part free. Experimentation does not require an enterprise-wide software deployment strategy at the onset. As Seth Godin, marketing and branding expert, says:

You guessed it: new media is largely free. So why teach it in school as if it were a scary theory? Why encourage people to be afraid? Just do it. Build your own platform. Appear in the places that seem productive or interesting or challenging or fun. Experiment quietly, figure out what works, do it more. No need to be a dilettante, and certainly you shouldn’t spread yourself too thin or quit at the first sign of failure… but… quit waiting for the right answer.

Our social networks have a greater influence on us than we think. Nicholas Christakis & James Fowler explain the latest research in great detail in the book, Connected: The surprising power of our social networks and how they shape our lives. Robin Hanson, of OvercomingBias.com, shows that we seldom change our behaviour based solely on getting new information. “People don’t believe something works until they’ve seen it work in something pretty close to their situation. A media story about something far away just doesn’t say much.” Again, social learning is about getting things done in networks.

Getting started

According to Rebecca Ferguson at The Open University in the UK, social learning can take place when people:

  • clarify their intention–learning rather than browsing
  • ground their learning – by defining their question or problem
  • engage in focused conversations – increasing their understanding of the available resources.

Following the process explained earlier:

Listen: The first step in social learning is paying attention and watching what others are doing. Finding trusted sources of information is very important. Hearing what others are doing and connecting to them with social media such as Twitter or blogs increases the chances of accidental and serendipitous learning. For example, one can follow conversations on Twitter by searching for “hashtags”. Typing “#PKM” may show current conversations on personal knowledge management.

Converse: By engaging in conversations and providing valuable information to others one becomes part of professional networks. Many experts are willing to help those new to the field but newcomers first must say what they don’t know.

Co-create: Over time one can engage more in co-operative activities, such as adding comments to a blog post or extending the thought in an article or discussion thread. For many people used to traditional work, working transparently in the open takes some time to get to used to.

Formalize & Share: Writing professional journals or lessons learnt can ingrain the important process of formalizing aspects of social learning. Sharing with others, internally or externally, over time becomes part of a normal daily work flow.

As our work environments become more complex due to the speed of information transmission via ubiquitous networks, we need to adopt more flexible and less mechanistic processes to get work done. Workers have many more connections, to information and people, than ever before. But the ability to deal with complexity lies in our minds, not our artificial organizational structures. In order to free our minds for complex work, we need to simplify our organizational structures.

According to the authors of the book Getting to Maybe, in complex environments:

Rigid protocols are counter-productive

There is an uncertainty of outcomes in much of our work

We cannot separate parts from the whole

Success is not a fixed address

This is the next evolution of social enterprise.

Acknowledgements

Many of the thoughts here were developed collaboratively with my colleagues as we shared ideas through our blogs and other online media:

Jay Cross JayCross.com
Jane Hart C4LPT.com
Jon Husband Wirearchy.com
Charles Jennings Duntroon.com
Clark Quinn Quinnovation.com

The latter half of this article was written collaboratively with: Thierry deBaillon deBaillon.com

United by networked and social learning

In technologies for collaboration and cooperation I looked at how the differences between structured/informal and goal/opportunity oriented activities influence the design of the work/learning environment.

Work Teams need to get things done. An effective collaborative work team integrates work and learning while focused on delivering products or services.  Open communications, keeping processes as simple as possible, releasing and testing often –  all make sense in an increasingly complex workplace.

Learning Networks, on the other hand, have to be personal or they won’t get used. However, they have a great value to the organization as a whole by being on the periphery and embracing chaos.  Another benefit of online, open personal learning networks is to promote critical thinking.

Communities of Practice are an in-between place – lightly structured with general goals and open to opportunities. Successful online communities are run with a gentle hand.

All three of these structures are united by networked and social learning. These are necessary to not only do the work but to prepare for the work to be done: emergent practices.

Work is enabled by these three structures and I would venture to guess that, in complex environments, it is hampered by not employing all three. Imagine a small work team producing a deliverable on a deadline for a client, where some of the members of that team are providing advice and information to other teams on related projects. Meanwhile, other team members working with a larger and looser network in identifying new business opportunities. The entire organization is more effective through networked and social learning.

Organizations need to allow for collaborative and cooperative communications and activities, and not constrain knowledge work with too much structure.

Technologies for collaboration and cooperation

Whether we’re working or learning, how we communicate is a key part of everything we do. Some web tools hinder communication while others may enable it. Last year, in communication and working together, I looked at a communities & networks model by Lilia Efimova:

One of the things I came up when playing with different ideas was to position teams, communities and networks in respect to the most prevalent forms of communication in each case (in all cases the other forms of communication are there as well, but are not at the core of it).

I find the model useful to look at what kinds of social tools are most suitable for the type of collaboration or cooperation we’re trying to foster. For instance, there is a big difference between Sharepoint and Facebook, though both enable some kind of collaboration. Structured, goal-oriented collaboration is typical of what happens inside the firewall in a controlled access environment. Informal, opportunity-drive (serendipitous) collaboration is more like the free-for-all of an event like #lrnchat. Communities of practice are a mix of both.

My experience is that there is no platform that covers the entire spectrum. Open networking environments lack the tools needed for project work while enterprise collaboration systems lack openness and flexibility. There is an opportunity for platforms like Yammer & Socialcast or Brainpark to bridge the structured with the informal. Three smaller pieces loosely joined seems to be a better approach for collaborative work/learning at this time rather than a unified platform. That may change as collaboration technologies mature but for now any large organization should be looking at all three.

Are we awake?

Social business offers businesses a major opportunity for redefining the nature of work and the structure of companies, freeing knowledge workers from organizational-only pressure and defining a new social contract between customers, workers, firms and their ecosystem. On a dark side, it also gives companies novel ways to enforce business-as-usual and to further exploit the outdated legacy of our industrial era. People-centric or IT-centric, the use of social technologies for enterprise is at a crossroad, and it might be time to face it without self-indulgence.

This is how my colleague, Thierry deBaillon, concludes his article on the two faces of social business. It’s not just social business, but the entire model of the Net that we need to critically examine. As Jaron Lanier wrote in You Are Not a Gadget:

The people who are perhaps the most screwed by open culture are the middle classes of intellectual and cultural creation.  The freelance studio musician, the stringer selling reports to newspapers from warzones are both crucial contributors to culture. Each pays dues and devotes years to honing a craft. They used to live off the trickle down effects of the old system, and like the middle class at large, they are precious. They get nothing from the new system.

If you’re not one of the recognized leaders in your field, can you make a living online or are you just part of the long tail, valuable only to aggregators and their advertising revenues? As a content creator are you providing the fodder that lets Google, Facebook and YouTube earn huge market valuations?

Will there be a middle class in the networked economy? Is there a middle class in the social business?

Doc Searls says that the social web is nothing more than the commercial web:

I want liberation from the commercial Web’s two-decade old design flaws. I don’t care how much a company uses first person possessive pronouns on my behalf. They are not me, they do now know me, and I do not want them pretending to be me, or shoving their tentacles into my pockets, or what their robots think is my brain. Enough, already.

We’re definitely reaching a crossroad with net neutrality, open data, and personal social networks on one side and usage-based billing, controlled access, and gated communities on the other. As I’ve written elsewhere, democracy is our best structure for political governance and I believe it should be the basis of our workplaces as well. As work and learning become integrated in a networked society, I see great opportunities to create better employment models. I know that we can do better than cubicle farms, cookie-cutter job descriptions, generic work competencies and boring, dead-end jobs.

However, I see the darkness creeping in, ever so quietly. It was only one hundred years ago that we had widespread child labour in North America.

Child labour and other inhuman practices haven’t been eradicated but we have made huge strides. Are we letting society and our workplaces slip backwards? Any technology cuts both ways. The Net has the potential for much good.  There is still an opportunity for a workplace reformation, but we have to seize it.

Working Smarter, one day at a time

ITA 2011Yesterday we hosted a conversation on social learning and working smarter, facilitated by the folks at Citrix and the eLearning Guild. We all enjoyed the hour long session and participants will be sent the link to the recording by Citrix. In Jane’s social learning community a few comments arose about the lack of interaction. I responded that with 500 people in the audience and only one hour, we were limited in what we could do. Citrix provided the platform and support staff for one hour (plus several hours of rehearsal). We had already crowd-sourced the questions and also answered dozens of text questions that came in (however, it seems not all were posted back to the audience). It was great the community participated for 30 days before the event and hopefully will continue for many days after.

Yesterday’s event was only one part of many conversations that started several years ago on our blogs and continues on Twitter and other platforms.

I’ve highlighted some of the questions on performance improvement asked yesterday  and expanded on the responses, including links:

Q: Where does performance support as a process integrate into social tools and learning at the time and place of need? Where do you best recommend that HPT/ISD individuals gain the social/collaboration skills? What tools are you using to create the performance/support and learning communities?

Performance support starts as a complement to social learning, but then we move to having the community co-develop the performance support tools. The best way to develop any skill is to practice & get feedback – I suggest you  jump in and start using these tools in order to understand them and then see how they can be used in the workplace. Check Jane’s tool of the day site, but lots of potential solutions: open source, commercial, already out there (e.g. Yammer & Status.net)

Links:

Whither ISD, ADDIE & HPT? (includes definitions of these acronyms)

HPT and ISD

Getting to Working Smarter

Q: What do you opine regarding HPI/HPT practitioners (ASTD/ISPI) and the need for this type of specialized practitioner as a member of organizations’ HR or as a community resource?

I think HPT skills are a good addition to training development skills but we also need to add business skills and social/collaboration skills. I find that HPT doesn’t get “social” very well. Basically, HPT is only one toolset;  good for some things, but not all.

HPT, like many other workplace disciplines, creates silos. Networks require the integration of organizational support. We’re realizing that compartmentalized approaches to supporting work do not work in a highly networked world. Why should HR, IT, Finance, Training, KM, OD, Marketing etc. be separate functions? It’s time to rid our organizations of Taylor’s ghost and use radically different management. Clark Quinn calls it a unified performer-facing environment and I have said for a while that we need to break down the intra-organizational walls. I hear the same discussions in HR, OD, KM, Training and IT. They see their traditional roles and control eroding. Each field is trying to remain relevant but it’s only by working together that they will.

It’s not just about HPT, or L&D, or HR. Systems thinking is necessary.

Q: Did I miss it, or have you not defined the term “social learning”?

No cookie-cutter answers here ;)

Bandura’s Social Learning Theory

Bandura and Social Cognitive Theory

Working Smarter through Social Learning

Learning Socially

Social Learning Handbook

More to follow …

 

Finding the time for networked learning

A survey of small and medium sized businesses (SMB) showed workers spend about half their day on unproductive tasks:

Knowledge Workers are among the largest staff component in a typical SMB

SMB Knowledge Workers spend an estimated 36 percent of their time trying to

Contact customers, partners or colleagues

Find information

Schedule a meeting

Approximately 14 percent of SMB Knowledge Workers’ time is spent:

Duplicating information (e.g. forwarding e-mails or phone calls to confirm if fax/e-mail/text message was received

Managing unwanted communications (e.g. spam e-mails or unsolicited time-wasting phone calls)

Note: I registered for access to the complete report but it does not go into survey methodology or indicate the sample size, so I would not consider this scientific, but it’s an interesting data point.

These activities are important but obviously they take too much time. Finding the right information faster can be addressed individually through frameworks like networked learning (personal knowledge mastery). Finding information, plus the remaining four activities can be made more effective and efficient through social networks. For example, the largest stated benefit of organizations using social media is increasing speed of access to knowledge (McKinsey 2010). Simple tools like Doodle can make scheduling a breeze. Social networks like Twitter or LinkedIn let you find the right people faster.

The ROI for social media in business is pretty obvious: reducing wasted time.

In addition, there is a huge performance benefit. Not only is there less wasted time but that time can go into learning.

Since +90% of our learning is not supported by formal instruction, the opportunities for using social media at work are evident — more time for personal learning as well as a medium for networked learning.

 

NetWorkShop Sackville

“I’ve become convinced that understanding how networks work is an essential 21st century literacy.” ~ Howard Rheingold

Patti Anklam, author of Net Work, will be conducting a workshop at Mount Allison University on Saturday, 19 March (9 AM to 4PM). Sponsored by the university’s Office of Research Services, this workshop is focused on bringing together faculty, researchers and businesses in understanding how networks influence us.

Sign up for the workshop online. Similar workshops cost $399, so take advantage of this free offer .

A NetWorkShop is a customized workshop that combines:

A clear and useful presentation of basic network concepts that demystify the hype;

Practical exercises in basic methods that will help participants learn how to use network concepts to make sense of and manage organizational, project, and personal networks;

In short, the NetWorkShop offers a new perspective – a network lens – that sheds light on how human networks are structured and how technologies can enhance our ability to collaborate and co-create.

Leaders Net Work

Collaboration across boundaries is one of the most significant challenges for leaders in the 21st century. Collaboration is about working to make networks effective. Net Work – being intentional about creating and sustaining networks – is a core capability of successful leaders.

Your personal network is key to your performance. Work performance and success is highly correlated with an individual’s ability to maintain a diverse network of contacts and to understand how to maintain and manage relationships. A simple exercise will reveal the diversity and reach of the participants’ personal networks and provide insight into how personal networks affect performance.

You can’t manage a network. Many traditional “soft” management skills can refocus the role of management toward a model of stewardship. Stewardship results in creation of conditions in which vibrant and focused networks can make a difference for an organization. Using case examples from participants, we’ll work out some ways that the network perspective can leverage the power of emerging networks.

Managing in Complexity. A complex system is one in which the relationships are always changing and in which there is absolutely no way to predict the future. We’ll tie together the network concepts, exercises, and cases by taking a practical view of how to lead effectively in an environment of continuous change.

The NetWorkShop (PDF)