Performance Improvement

Human performance technology

You need the right lever to move an organization

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Klaus Wittkuhn wrote an excellent article on the systemic approach required in human performance analysis in the March 2004 edition of Performance Improvement published by ISPI.

A key concept in the article is that you cannot engineer human performance. Human performance is an emergent property of an organization, and is affected by multiple variables. Therefore Witthuhn suggests to first address the “Steering Elements”. These “ensure that the right product is delivered at the right time to the right place”, and include – Management, Customer Feedback, Consequences, Expectations and Feedback. Once the steering elements have been addressed, then look at the “Enabling Elements” – Management (again), Design, Resources and Support.

Only after the steering and enabling elements (the non-human factors) have been aligned, should we look at work performance. The rationale here is that it is only within an optimized system that we can expect optimal human performance. As Wittkuhn states:

It is not an intelligent strategy to train people to overcome system deficiencies. Instead, we should design the system properly to make sure that the performers can leverage all their capabilities.

After several years, I still find this is the most succinct operationalization of performance technology that I have read.

A major lesson here for the training/HR/learning & development fields is that all the courses and training in the world will not overcome system deficiencies. Perhaps this is why the training department is usually not part of the C level (executive) conversations in most organizations. Even if training does its job, there’s a good chance it will be ineffective in  a flawed organization. I had this realization many years ago, which is why I focus on organizational models and systems design. Training is not an effective lever for organizational change and neither is HR for that matter.  In case you were wondering, that’s why these departments are often ignored by key decision makers.

Organizational change, unpacked

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In the evolving social organization, I included a table with several descriptive terms, which Amanda Fenton suggested needs to be “unpacked”.

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

I’ve linked the sections to my posts that describe some of these terms in more detail [Feel free to suggest better resources/links for the sections I’ve missed].

Many organizations today are based on complicated models but they should be developing ways of dealing with a more complex, networked business environment. Simplifying to a basic hierarchy won’t help, though there are many simple solutions sold as answers to our complicated organizations. Remember the wildly popular who moved my cheese series? Well, now you can use carrots instead of cheese. Works for vegans I guess, but simple answers for complex issues don’t work.

Real solutions require people to do some hard work.

Let’s look at Knowledge Acquisition. Formal 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. But I’m convinced that it’s worth doing.

Image by Cynthia Kurtz

PKM Workshop – Toronto 13 November 2010

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Update: This course was cancelled and is re-scheduled for 1 April 2011. If interested, please contact the iSchool and let them know. I am also available for private workshops.

I’m offering a one-day course at the iSchool Institute (University of Toronto).

“In the period ahead of us, more important than advances in computer design will be the advances we can make in our understanding of human information processing – of thinking, problem solving, and decision making…”
Herbert Simon, Economics Nobel-prize winner (1968)

PKM is an individual, disciplined process by which we make sense of information, observations and ideas. In the past it may have been keeping a journal, writing letters or having conversations. These are still valid, but with digital media we can add context by categorizing, commenting or even remixing it. We can also store digital media for easy retrieval.

The Web has given us more ways to connect with others in our learning but many people only see the information overload aspect of our digital society. Engaging others can actually make it easier to learn and not become overwhelmed. Effective networked learning is the difference between surfing the waves or being drowned by them.

Learning Objectives:

At the end of the course, students will be able to:

* Understand the concepts and models underlying PKM
* Select Web tools for critical thinking
* Determine PKM methods and processes that will work in their own context
* Begin to use some of the web tools that support PKM

PKM includes:

Personal Directed Learning – how individuals can use social media for their own (self-directed) personal or professional learning; and
Accidental & Serendipitous Learning – how individuals, by using social media, can learn without consciously realising it (aka incidental or random learning).

Prerequisite:
A current e-mail account
Basic understanding of how the Web works

Target Audience:
Knowledge workers, or anyone who wants to improve their learning skills using Web tools

PLC3033-10F1
Sat. 13 Nov 2010
1 day (6 hours) – 9:00 AM to 4:00 PM
Instructor: Harold Jarche
Fee: $250.00 ($250.00 U.S.)

Register

Conversations and collaboration

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Robert Kelley, in How to be a Star at Work, describes how tacit, or implicit, knowledge has come to dominate the knowledge economy:

What percentage of the knowledge you need to do your job is stored in your own mind? Or put another way: What percentage of your time do you spend reaching out to someone or something else for knowledge that is essential for you to get your job done? Do you know how much you don’t know?

In 1986, the average answer from responses to surveys or hands in the air at group seminars was that most people had about 75 percent in their heads. In recent years [late 1990’s], the percentage has dropped  15 to 20 points, and in the case of one company I worked with recently, it has fallen as low as 10 percent!

We could extrapolate that this trend has continued since the book was published in 1999 and that a decade later the percentage of knowledge required that is stored in our minds is closer to 10% in many companies. We can also induce that workers today need  to regularly reach out to someone or something in order to access the tacit knowledge they need. They need to be social. Social learning is how we get things done in the increasingly complex modern workplace.

The figure above shows how documentation (explicit knowledge) may be suitable in less complex environments, but we need to exchange tacit knowledge through conversations in more complex environments. In order to apply tacit knowledge, we need to develop emergent practices for rapidly changing (and non-repeatable) tasks. Collaborative work is fueled though ongoing social learning, making the integration of learning and working essential in any organization.

The current challenge is that we have tools and processes for storing explicit knowledge (content management systems – CMS) and for managing training (learning management systems – LMS) as well as platforms for enabling distributed conversations (social media). What we really need are systems and processes for collaborative work (enterprise 2.0). However, the solution is not to enhance a CMS or an LMS, based on assumptions of simplicity and repeatability,  but to develop ways to enhance complex webs of conversations to get work done.

Existing enterprise software systems, and the thinking behind them, are not able to do this. With up to 90% of our work requiring tacit knowledge, the role of enterprise content management is just a minor contribution in how we get work done. Investment needs to done in processes that support conversations and collaborative work as well as tools that support them. Platforms such as Thingamy are an indication of how future work systems can be developed.

If 90% of the knowledge needed to get work done is not supported by enterprise software or organizational learning departments, then there is a significant imbalance in most organizations today. Any time you wonder why things aren’t working in your organization, it’s because you’re in a system optimized for only one tenth of what you need to get done.

Thanks to my ITA colleague Clark Quinn for inspiring me to write this post.

Agility through collaboration

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Instead of factory-style production teams, agile programming uses far fewer, but better, programmers. The principles of communicating, focusing on simplicity, releasing often and testing often are also applicable to developing good instructional programs. Does instructional systems design (ISD) need more agility? An ISD project team should be able to return to the Analysis or Design phase and make changes while instructional content Development is taking place. If not, changing conditions cannot be accommodated and the programme is outdated before it’s even finished. I wonder how many content development shops actually have a process that enables them to rebuild after the design specification has been signed off.

The root of the problem is that ISD views instruction as separate from work. Instruction is perceived as something that can be designed, developed and delivered as a programme, not integrated with the work to be done. Subject matter experts are consulted, but the ISD professionals remain in control. It’s a good model when things change slowly. The current fascination with rapid e-learning only exacerbates the problems with ISD. Rapid is just a faster version of ADDIE, with less time for reflection and feedback: Garbage-In; Garbage-Out.

I think that ISD and agility are fundamentally incompatible. Clark Quinn proposes a better approach, collaborative co-design:

Things are moving so fast, and increasingly the work will be solving new problems, designing new solutions/products/services, etc, that we won’t be able to anticipate the actual work needs.  What we will need to do, instead, is ensure that a full suite of tools are available, and provide individuals with the ability to work together to create worthwhile working/learning environments.

In short, tying back to my post on collaboratively designing job aids, I think we need to be collaboratively designing workflows. What I mean is that the learning function role will move to facilitating individuals tailoring content and tools to achieve their learning goals.

Collaborative co-design is one more way to integrate work and learning, and give our organizations more agility. Embedding the principles of communicating, focusing on simplicity, releasing and testing often; just make sense in an increasingly complex workplace. Once again, the major barrier, like Enterprise 2.0 or social media for work, is that the traditional gatekeepers have to give up control.

Leveraging collective knowledge

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This week, a few related knowledge management (KM) articles crossed my path and I’d like to weave them together.

Here’s a model that shows how KM has progressed over the past 15 years. Nancy Dixon discusses three eras of knowledge management as moving from Explicit Knowledge (document management) to Experiential Knowledge (communities of practice; expertise locators)  and now to Collective Knowledge (social media). This post and Nancy’s previous ones, are well worth the read as a primer on KM.

Leveraging collective knowledge may be our collective challenge but there are no guaranteed solutions at this time. This is still new territory.

“Although the first thinking about Leveraging Collective Knowledge began to appear around 2005, there are only a few leading edge organizations that have developed new practices for making use of their organization’s collective knowledge. Most organizations are still centered in the perspective of the second era and some, who have come late to knowledge management, are still struggling with getting good content management in place.”

The need for KM is evident. In the gorilla illusions, Nick Milton points out that we need to create knowledge artifacts in order to counter the tendencies of our brains to make things up over time. These illusions include:

  • The illusion of memory
  • The illusion of confidence
  • The illusion of knowledge

As Nick concludes, “The implication is that if you will need to re-use tacit knowledge in the future, then you can’t rely on people to remember it.” With more information passing by us from multiple sources, our ability to keep track of it with only our brains is rather limited. We need systems, but more powerful and more flexible ones than currently offered by enterprise software systems like document management, expertise location, learning management or communities of practice.

Each person’s knowledge needs and knowledge use are unique. For example, Owen Ferguson explains that experts shouldn’t design online resources for novices:

The curse of the expert when it comes to online presentation is that they often decide they know better and produce a design that matches their own knowledge map – totally confusing the user. IT experts design the IT part of the intranet, HR experts design the HR part of the intranet, product experts design the product information parts of the intranet and all express surprise that users never seem to use them.

Actually, designing “for” anybody becomes a problem. Valued professional* work is non-standardized, as standardized work today just gets automated and outsourced.  Who really knows what knowledge needs any professional may have? How many levels of novices, journeymen and experts are there in an organization? Hence the need for the mass customization of (knowledge) work processes.

The relationship with personal knowledge mastery (PKM) is clear. The challenge is to enable “small pieces (individuals) loosely joined” – to seek, make-sense of, and share their knowledge. I use a combination of my blog, bookmarks, and tweets to inform my outboard brain so I can retrieve contextual knowledge as I interact with my clients and colleagues. My process works for me, but it cannot be copied as a standardized process. The real challenge is to help each person find a process that works on an individual basis while supporting the organization in leveraging collective knowledge.

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* “A professional is anyone who does work that cannot be standardized easily and who continuously welcomes challenges at the cutting edge of his or her expertise.” —David Williamson Shaffer

A personal learning journey

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I became interested in knowledge management (KM) as I was introduced to it in the mid 1990’s while practising instructional systems design (ISD) and human performance technology (HPT) in the military. In the late 1990’s knowledge management was part of our solution suite at the Centre for Learning Technologies (CLT via The Wayback Machine).

The Centre for Learning Technologies is an applied research, consulting and resource centre for the use of new media in learning, knowledge management, and workplace performance support.

I continued to work with enterprise knowledge repositories and KM related projects until I started freelancing in 2003 and was faced with the challenge of creating my own knowledge management system with a minimal budget. Luckily the web had evolved and there were consumer alternatives to enterprise systems. I became a consumer and simultaneously a sharer of online knowledge.

Lilia Efimova (2004) was one of my earlier inspirations, “To a great extend PKM [personal knowledge management] is about shifting responsibility for learning and knowledge sharing from a company to individuals and this is the greatest challenge for both sides.” This still sums up the core concept of PKM. As a free agent it was rather easy for me to take responsibility for my learning and knowledge sharing, but it was much more difficult for people working within organizational hierarchies. I saw a need for PKM inside all businesses so I began investigating and practising PKM while reflecting on my own attempts to manage my knowledge.

I had turned my website into my knowledge base (2005) combining blogs, RSS and social bookmarks to help manage my knowledge flows. By explaining my process in public, I hoped to clarify my methods and get feedback from others. I then played with metaphors to explain my emerging processes (2006); “Basically, you can take a few free web tools and start controlling your information streams (Input). Then you can file the good stuff somewhere you can always find it (Filing & Sharing).”

By 2007, PKM had become my best tool and I had once more revised my processes. My own area of interest was PKM with web tools, though of course a PKM system can be unplugged. I was also seeing the similarities with personal learning environments: PLE.

The need for some type of PKM process for people in many walks of life was becoming clear in 2008. However, it was only part of the solution in creating better workplaces and encouraging critical thinking:

Developing practical methods, like PKM and Skills 2.0 (PDF) can help, but at the same time we need to work on creating and supporting new models of work that are more democratic and human. This means that we need to think about and talk about work differently. For myself, I have found that not being a salaried employee has freed my mind in many ways. I know that this is not the answer for everyone, but it’s time to make slogans like, “our business is our people”, a reality.

I forecast (2009) that PKM would be an essential part of workplace learning by 2019, but it now seems that will happen much earlier in many sectors with the cheap abundance of social learning tools.

Workplace learning in 2019:

  • Much of the workforce will be distributed in time & space as well as in engagement (part-time, full-time, contract mix).
  • More learning will be do-it-yourself and gathered from online digital resources available for free and fee. More workers will be used to getting what they need as they change jobs/contracts more frequently but remain connected to their online networks (online/offline won’t matter anymore).
  • Work and learning will continue to blend while stand-up training will be challenged by the ever-present back channel. Successful training programs will involve the learners much more – before, during and after.
  • Conferences, workshops and on-site training will become more niche and fragmented (smaller,  focused & connected online) as travel costs increase and workers become more demanding of their time.
  • The notion of PKM will have permeated much of the workplace
  • These changes will not be evenly distributed.

I also observed that government managers especially needed to develop ways of prioritizing and coping with information flows while leaving space for real time conversations. In 2009 I wrote 34 posts related to PKM on this blog, as it was becoming evident that there was a need and an interest. I came to the conclusion that PKM was our part of the social learning contract as we increasingly engage in online professional and learning networks.

This year, I engaged with the KM community and gained many insights talking about PKM on Twitter: “I am more convinced now of the importance of PKM (or PKSharing) in getting work done in knowledge-intensive workplaces. It is a foundational skill, of which only the principles can be formally taught, and like any craft it must be practised to gain mastery.” My latest metaphor/model  is described in PKM in a Nutshell and of course there are several other models.

I will continue to explore better ways to manage information, encourage reflection and share what we are learning. Technology plays a role in this but changing attitudes is the key.  Learning is a process, not a discrete event and it needs to become part of the work flow, not directed by a separate department, with a separate budget that is itself separate from the work that has to be done. Encouraging and supporting PKM* is one part of this.

*PKM is the term that I have used here, but other terms may become more meaningful to the world at large. I will continue to use PKM but am open to others, especially if they are more useful in getting the work done:

  • personal knowledge sharing
  • personal learning environment
  • personal learning network

Practice to be best

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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.

PKM: Working Smarter

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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).

Seeing motivation with new eyes

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Several years ago, I wrote in Training: A solution looking for a problem, that some barriers to performance which are often overlooked when prescribing training, include:

  1. Unclear expectations (such as policies & guidelines);
  2. Inadequate resources;
  3. Unclear performance measures;
  4. Rewards and consequences not directly linked to the desired performance.

In some cases, these barriers could be addressed and there would be no further requirement for training. Where there is a genuine lack of skills and knowledge, training may be required, but it should only be in cases where the other barriers to performance have been addressed. A trained worker, without the right resources and with unclear expectations, will still not perform up to the desired standard.

I’d like to revisit point #4, Rewards & Consequences, because it is often overlooked by Human Performance Technology (HPT) practitioners and is usually passed over to those folks in Human Resources who handle pay & benefits. There’s a compensation “system” and we’ve just accepted it for many decades. We should have paid more attention to the data.

Recently, Dan Pink has looked at the area of rewards, consequences and motivation at work and has shown that much of what we have taken for granted is just not supported by the research. Extrinsic rewards only work for simple physical tasks and increased monetary rewards can actually be detrimental to performance, especially with knowledge work. The keys to motivation at work are for each person to have a sense of Autonomy, Mastery and Purpose, as shown in this video.

In my career, I have drifted away from instructional design methods like ADDIE because they only address the How and not the Why of work performance. I became deeply involved in HPT for several years because it provided good tools for work analysis, but then found that HPT did not help in understanding the social side of work and learning. I have since looked at the Organizational Development and Knowledge Management fields for different perspectives. Once again, I see that most of us in these various disciplines are nothing more than blind monks trying to understand an elephant. We have to look outside our cloistered fields in order to see with new eyes.