detective work

For the past few months I have been engaged in a couple of programs that focus on organizational performance improvement. In the Performance-based Learning program we ask — What is the performance gap and what are the influencing factors? This is part of the Performance Detective role. In the Emerging Stronger Masterclass, one of the key questions is — What is your hypothesis? — and then you have to confirm it based on data, observations, and especially experiments.

But how does one ‘think like a detective‘? Let’s observe what makes a good detective.

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distributed work

I have been working remotely and doing distributed work since 2003. It’s remote work because I live ‘far from the madding crowd’, in a town of 5,000 people, with lots of cows within town limits, many pheasants, and a few coyotes. The closest metropolitan areas are Boston (850 km) and Montreal (1,030 km) and both are closed to travel at this time. Remote work means far from everyone else.

Distributed work is people working from anywhere. There is no centre. This is what we have seen explode during this pandemic. Some people think we will go back to the ‘old normal’ of clustered work as soon as — or if — this pandemic is over. I don’t.

In Post-Pandemic Silicon Valley Isn’t A Place the startup founders at Initialized found a recent significant shift in the choices for startup location. In 2020 41.6% of their portfolio chose the San Francisco Bay Area, while only 6% opted for remote/distributed workplaces. One year later and 42.1% were opting for remote/distributed work. The shift has begun.

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we need simulation!

The background to this story, explaining the difficulties I had in trying to establish a methodology to select simulation in the support of training programs is here — L&D Outside the Box. That story started in 1994 and ended in 2013. I do not know what has transpired since then, but I do hope that the training field has developed an informed process to select and use simulation to support learning. Somehow, I have doubts, and would love to be proven wrong.

In that article I concluded that L&D professionals have to master their own field as well the business they support. In addition, they have to understand that few outside L&D think that what they do is important. It’s a big challenge, and learning is becoming critical to all businesses. It is up to L&D to be part of this by developing science-based and practice-based methods.

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horses for courses

The phrase comes, of course, from horse racing. Some horses are good at boggy ground, some prefer the going to be firm underfoot. Put the right horse on the right track, and they will prevail. This neat rhyme proved to be so popular around racetracks that it took on a life of its own, with the first recorded use being in 1898, and even by then it was fairly well established. —BBC America

The statistician George Box said that — essentially, all models are wrong, but some are useful — I have to say that some very useful models have helped me in my work. The 70:20:10 model is a useful model I have used for many projects. 

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trust emerges over time

Imagine a research-intensive organization where scientists should be sharing what they learn, and the official company policy is to share information and expertise among public and private partners. However, the company is ‘downsizing’ and layoffs are based on performance reviews. If one scientist helps a peer develop a patented product, and as a result the peer gets a better annual review, then the former may end up losing their job during the next round of layoffs. This was the situation I found myself in a decade ago.

Sharing knowledge was not a good personal strategy in this work environment even though it was official policy and was the focus of our project. We could not achieve our project objectives because systemic barriers pitted workers against each other in order to remain employed.

In this case, financial rewards for patents impeded learning, and in the end halted any knowledge sharing. In complex systems, the solutions are never simple, but our only hope is learning how to learn better and faster — individually, in teams, as an enterprise, and as a society. If we want to promote learning through knowledge sharing we should first look at what is blocking it.

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a decade of digital transformation

With a focus on improving collaboration, sensemaking, and knowledge sharing in teams, communities and networks, I have had the privilege of working with a wide variety of clients.

Ten years ago I tried to convince senior federal public servants of the importance of social media and how they would have to change their relationship with citizens. This presentation fell on deaf years. I had much more success working with Dominos in incorporating personal knowledge mastery into their leadership training.

Other companies like Cigna, AstraZeneca, and ING Bank were open to changing their approach to supporting learning in the workflow and enabling cross-departmental cooperation. Carlsberg added PKM and social learning to their year-long global leadership program. More recently I worked with Citi to develop a global social learning program based on PKM.

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working smarter 2020

In 2010 we conducted a project to cultivate a fully engaged, high performing workforce through rapid, collaborative, informal, & self-directed learning at a US-based health insurance company of about 20,000 employees. It is summarized in the working smarter case study.

Jump ahead a decade and similar issues continue to face large organizations.

My recent client challenge with Citibank in 2019/2020 can be summed up as — How do you improve collaboration, knowledge-sharing, and sensemaking in a globally distributed company with over 200,000 employees?

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nursing care performance analysis case study

This was a presentation I gave to the Canadian Society for Training and Development in 2005.

e-Learning and Communities of Practice in Healthcare

During 2003 to 2004, we worked with a Montreal area hospital to implement online learning for nurses as they adopted the new McGill nursing care methodology, as well as the creation of virtual communities of practice for social workers. From the initial performance analyses conducted on the hospital wards, to the implementation of the open source Moodle and Mambo technology systems, the consultants worked closely with the hospital staff in the development of their knowledge base, using domain ontologies.

  • Learn about the need to conduct a performance analysis prior to recommending any e-learning intervention

  • Learn how ontologies can help with the creation of shared professional knowledge bases

  • Learn about the benefits of using open source software for workplace performance support

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unity, not uniformity

One hundred years ago, management pioneer Mary Parker Follett wrote that “Unity, not uniformity, must be our aim. We attain unity only through variety. Differences must be integrated, not annihilated, not absorbed.” Her words ring true today as we dance between complexity and order. How can we achieve unity through variety and the integration of our differences? We can start by better understanding alignment.

What is workplace alignment? The recently published MirrorMirror white paper states that alignment is “a shared understanding between people” and that alignment leads to engagement, collaboration, and effectiveness.

“Alignment is not people ‘thinking the same thing’, it is compatibility – making room for differences and challenge, new ideas and change.”

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the weights on human resources

I will be speaking at the annual conference (online of course) of the CRHA [association of certified human resources professionals of Québec] on Wednesday 4 November this week. I will be explaining the personal knowledge mastery framework and how it can inform HR professionals for their own development as well as for their organizations.

My presentation will be in French. Jennifer Garvey Berger will be presenting in English. Non-members may attend the full day conference for $(CA)130 — CRHA 2020 program.

As usual, I have gone through many iterations of my presentations over the past several weeks. I removed a section with a perspective on the history that informs the HR profession and will share it here instead. I had originally presented a version of this at the HR Innovation Day for the Hochschule fuer Technik, Wirtschaft und Kultur in Leipzig, Germany last year.

What is the modern HR system today? It encompasses many areas, sometimes including training, usually pay and benefits, and often diversity and talent development. It’s a very large field, and the CRHA has about 10,000 members in a province with a population of about 8 million.

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