It's all in there.  You just have to look it up.I’ve been thinking about manuals–you know, those bound, paper documents we received in the olden days along with installation diskettes (those are another anachronism from the time when a business application had fewer megabytes than Vermont has cows).

I’ve been thinking in particular how people use–or, most often, don’t use– manuals and similar support when they’re trying to get something done.  Dave Wilkins had recommended the minimal-instruction classic The Nurnberg Funnel, so I’ve been sneaking peeks at it while slogging through Ten Steps to Complex Learning.

I’ll have more on this in the future, but the plain truth is that even those who, like me, say they want and use manuals don’t use them for very long.  It’s just too punishing.  You’re either unable to frame a question in the way the manual does, or you have one specific thing you want and no easy way to home in on it.

In terms of getting things done on the job, different questions summarize the approaches used by people at different levels of skill:

  • How do I…?
  • How did I…?
  • How can I…?

“How do I?” is the novice’s question.  He doesn’t have much context; at best, he has a picture in his head of some finished product (a spreadsheet, a blog post, a new customer added to the sales system), and wants to know how to get there.

Millinocket, MaineAlas, searching through a traditional manual is much like the answer to the Bert & I question, Which Way to Millinocket? (wma) (Go on, click; it’s only 78 seconds.)

“How did I?” marks the apprentice stage.  Someone’s been working for a bit with the new information and has actually gotten somewhere.  Now she’s trying to recall just how that happened.  No longer completely at sea, but not yet a master of seamanship.

“How can I?” shows a third level of skill.  I see the individual as grasping underlying concepts and principles as he tries to apply them in settings unlike the ones he’s been in already.  This isn’t a matter of not recalling what’s known, but of testing the potential, exploring what could be.

Something like these three questions, it seems to me, is an important part of learning how to learn:

  • Expect to feel confused and even frustrated, especially at first.  (To minimize that, we’ve got these suggestions and this support…)
  • Take time as you’re learning to think about what you’ve accomplished, and how.  (To help with that, you can try these questions or use this form…)
  • Looks for ways to make yourself more productive.  (To give you ideas, here are some examples from others like you…)

I don’t mean these as exclusive.  Obviously you can help nurture learning through a supporting work environment, through communities of practice, through informal networks.

More!  More PowerPoint!  Nice binders, too.I do think, though, that it’s not just hidebound training departments and benighted management that keeps the Little Corporate Schoolhouse model chugging along.  Learning can be fun, but it’s also work.  More than a few people in the workplace have an expectation of being spoon-fed.

The smart organization creates effective environments for working.  Sometimes that means standardization.  No, you don’t get to choose which thermoformer we use in packaging pharmaceuticals.  That can even mean the organization has standardized on hardware/software combo X and doesn’t want to pay for competing packages Y or Z.

But the smart organization goes beyond mandating to helping people accomplish things of value with what’s been mandated.  Think of it as moving from fences to escalators: we expect you to learn all the time; we know what that can feel like; we’ve got ways to help you do that.

CC-licensed images:
IBM reference manuals by Marcin Wichary;
baby bird photo by audreyjm529.
Map of Maine from Google Maps.

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Earlier this month I spent most of a week with a client I’ll call Selkie Industries, conducting a rework of a workshop for various professionals within their company.

Selkie is a professional-services firm, and the participants came from backgrounds as diverse as civil engineering and marine biology.  They’re technically sophisticated in every sense; BlackBerries were practically standard issue.

They’re not using most social-network tools professionally, though.  No Twitter, no Facebook (not permitted through the firewall).  At the same time, they collaborate readily across internal-organizational lines, and by definition across external ones as they work with their client partners around the country.

I try to keep up with training / learning / support topics on Twitter, though many people I follow don’t seem to work for people like Selkie Industries.  I sometimes feel as though many social media types earn their living giving keynote addresses and taking in one another’s digital wash.

I’ve had a great relationship with the Selkie folks.  The goal was straightforward: help us think how to improve this workshop (they had ample internal evidence pointing to the need for this improvement).  They’ve been open to a variety of approaches, and seem satisfield with the initial results.

Could they do more?  Oh, probably–but I think real “culture change” comes mostly in one of two forms.  First there’s the Jack Welch approach,that  the apparently charismatic leader with a strong vision (though few people recall that Welch was put in his position by a very different personality, the patrician Reg Jones).

Welch identified a few simple themes at various times during his time as GE CEO.  He got the company out of the no-win consumer electronics business (GE hasn’t made TVs or video recorders for more than 20 years; what you buy in stores has a license to use the name); he emphasized services over manufacturing; he reduced organizational layers and made Six Sigma the state religion.

The other cultural change is organic, as people just start doing things in a way that makes sense, and others follow.  That’s how the first essentially inadequate personal computers metastasized through corporations.

I found the week in the classroom a good reminded that not everyone in the world of work is active on social networks all the time. People like those at Selkie are nonetheless extremely active–creative, productive, engaged–both within the organization and with their clients.

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I like to take controversial positions like “PowerPoint isn’t evil.”  Recently, though, I’ve been reminded of another point of view:

“If you don’t think too good, don’t think too much.”

(When Ted Williams said that, he didn’t know about new research on brain plasticity.  Still, it’s a good watchword for avoiding overanalysis.)

For a client’s workshop, I developed a lean set of PowerPoint slides.  No platoons of bullet points, for example.  No miniature version of Magna Carta, no obligatory “I know this wiring diagram for Philadelphia is a little hard to read.”

I did include a couple of clever PowerPoint tricks.  Instead of that dull copying of a slide (like an agenda), I’d just type the number of the original slide, and press enter.

Like "work," "point" can be a verb or a noun.That’s what I usually do–but it’s not what most folks do, and it confused the client experts who facilitate the workshop.  Especially since I broke the slides into three files, one for each day, and used the “restart numbering” feature to make the slide numbers appear seamless.

This post isn’t about PowerPoint, though; it’s about work with others.  It occurred to me that in that phase, “work” is sometimes a verb and sometimes a noun.

As a verb, it refers to the process: how am I accomplishing things?  By collaborating (literally, working together) with my client. 

That means that things I might choose to do on my own, including productive shortcuts and personal preferences, arent’ necessarily the best choice for everyone.

On an unrelated project, I went crazy because I do a lot of my written work in outline mode, and Google Docs (our chosen tool) is simply incompetent at outlines.

Luckily, for that project was was most important was the product–”work” as a noun. 

People didn’t need to do too much word processing; I was responsible for the initial and the final versions.  So the ability to quickly rearrange things, shift emphasis, and insert new material was a high priority.  Word’s outline mode made that easy for me, and my partners were happy to have me perform whatever process I chose in order to product the product they desired.

As in so many other cases, process/product isn’t either/or; it’s both/and.

CC-licensed bullet point image by cogdogblog.

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wp-content/uploads/2012/01/number-10-on-badge-80x80.jpg
This entry is part 14 of 21 in the series Ten Steps to Complex Learning (the book)

This is a continuation of the previous post about Step 7, design procedural information.

When you design effective procedural information, it can take these forms:

  • Just-in-time (JIT) display of rules, procedures, and prerequisite knowledge.
  • Demonstrations
  • Examples

Van Merriënboer and Kirschner emphasize that demonstrations show rules and procedures being put into practice; examples (or “instances”) are concrete depictions of facts, concepts, or principles.

When to do “what to do?”

Not the best procedural informationThe Ten Steps model recommends that learners have procedural information available at the time they’re performing the relevant tasks.  In part, that’s to reduce the burden on working memory.

Which explains why job aids make so much sense–the performer doesn’t need to learn (which means “memorize”) the procedure in the job aid.  Instead, the performer only needs to learn to use the job aid when performing the task.

vM&K see three presentation strategies:

  • Unsolicited presentation is spontaneous presentation of information–for example by an instructor or a really, really smart computer system.
  • On-demand presentation is the procedural information that the learner or performer requests while going through the task.
  • Memorization in advance means that learners memorize the procedural information before they need it, and then recall it on the job.

In theory, the unsolicited strategy is ideal.  Implementing it on this planet is challenging: how can a human instructor/facilitator recognize when to provide as-needed procedural information without the learner’s request?  Skilled coaches aim to do this, but calling someone a coach doesn’t make him one, any more than wearing cowboy boots turns you into a ranch hand.

vM&K suggest presenting the procedural information with the first task in a class of learning tasks.  This makes sense, since procedural information is aimed at the entry-level learner.  For subsequent tasks, though, the problem remains of how to provide that unsolicited guidance without interfering with the performer.

On-demand presentation of procedural information “precisely when students need it, is the best way to facilitate knowledge compilation.”

Split screens may mean split attentionvM&K give three guidelines for presenting JIT information:

  • Use small, modular units
  • Write in an action-oriented style
  • Avoid split attention

The modular units of procedural information should stand on their own, because you can’t predict which unit the learner will choose at any point.  You may not be able to make them completely independent from one another, but the lowest-level learner should be able to make use of one unit without have to refer to others.

Action-oriented writing means that you’re inviting the learner to perform whatever the recurrent parts of the task are.  I thought this was obvious until I saw vM&K’s examples of ineffective versus effective approaches:

You can choose the REMOVE command.
The text has now been removed.
(Note: instead of the REMOVE command,
you could also use DELETE or BACKSPACE.)

Pretty fustian, huh?  But look at this alternative for a different task:

Quickly browsing a text

Press the key a few times to see what happens.

The key and  key work in almost the same way. Try them out.

That’s a mighty lean approach.  vM&K are strictly avoiding explanation.  The clear title, they seem to think, is enough to tell the learner “these are the steps for browsing text in this application.”  And the procedural information is always the same: down arrow moves you down; right and left arrows (I presume) move you along the lines of text.

I don’t know that I’d have chosen this sparing an approach, but I see several advantages.  One of them, less obvious to me at first, is that it encourages the learner to do stuff.  I can imagine some discomfort or complaint initially as training moved away from the small-dose spoon-fed approach.  Overall, though, I’m struck by this, and a little nonplussed that it surprised me as much as it did.

Minimal manuals: the least you can do

Ten Steps encourages the use of minimal procedural information (as advocated by John Carroll, for example).  What does that look like?

  • Goal-directed guidance: organize the procedures around goals that learners recognize, not functions or menu structure embedded in the system.

E.g., “how to send files” rather than “using the FTP client.”  “Sending email,” not “about the address book.”

  • Active learning and exploration: encourage the learner to work on whole tasks, to try different things with the current set of tasks.
  • Error recovery: include ways to help the learner recognize errors and recover from them.  “What do do if things go wrong…”

When memorization won’t help

A few things to keep in mind?Memorization ahead of time, as a way to deliver procedural information, generally doesn’t work, according to the Ten Steps. It’s a challenge to identify which information you’ll have people memorize. More important, by definition you’re separating the information from the task.

Let’s say you’re teaching how to deliver a PowerPoint presentation. vM&K argue  (and I agree) that it’s better to teach someone how to present and, in context, provide information on how to blank and unblank the screen, or how to easily go against the linear sequence of the slides.

This is opposed to having people memorize alt-B or type-slide-number-and-press-enter ahead of time. Without the task-specific context, learners can end up with fragments of knowledge. Apart from which, memorization is dull.

Corrective feedback

Back in the discussion of Step 4 (design supportive information), the Ten Steps presented cognitive feedback as a way to encourage the learner to reflect on the problem-solving process and on the solutions she’s found.  In contrast, corrective feedback relates to procedural tasks; the purpose is to help the learner detect and correct errors.

“Well-designed feedback should inform the learner that there was an error and why there was an error…without simply saying what the correct action is.”

The feedback might include a hint, such as an example or demonstration of the correct performance; this is critical to learning-by-doing. Telling the learner what to do means he’s not compiling the knowledge for himself.

…which is one of the definitions of  “learning,” isn’t it?

CC-licensed images:
Office procedure image by cybertoad.
Split-screen woman by Sarah606.
Google reader keyboard shortcuts by dltq.

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Should you blog?  Should you tweet?  How should I know?

In a way, it’s like asking “Should I eat more grapes?” or “Should I learn ceili dancing?”  Whether these things make sense for you isn’t anything I can talk about.  Even the dancing depends: some people get into the set-versus-ceili cultural battles; some are interested in Ireland; some just like to dance.

I don’t exactly see a chasm when it comes to software tools, but I do see a bimodal distribution.  The most time you spend on Twitter, the more you seem to see people who seem to use it as one of their major channels.

Just as if you’re a relentless liveblogger or tweeter-from-conferences, you’re surprised that nontapping participants are occasionally irritated by your clickety-clacking.

This TechCrunch article says nearly 30% Twitter accounts have no followers, and 50% have fewer than 10.  Flipping the coin, 24% aren’t following anyone, and a further 43% follow fewer than 10.

I don’t see that as good or bad; as the article points out, some people are content to just read; others have simply abandoned their account.

I'm not seeing a single tweet that makes sense.Technorati’s State of the Blogosphere report for 2008 cited 133 million “blog records” noted by Technorati since 2002, with 7.4 million of them having a post within the previous 120 days.  (Lots of interesting data there.)

Some time back, having seen an estimate of around 6 million Twitter accounts, I noted that that was half the number of U.S. households with pet birds.  I wasn’t disdaining Twitter, just trying to balance the notion that everybody’s using it.

The same with blogs.  I find mine useful, though the number of posts per week has fallen off lately.  My mantra is that this is for myself; if I don’t have anything to say, or any time to post, then I don’t worry too much about it.

On the other hand, like exercise and financial planning, it’s not something that happens without deliberate attention.

And that’s the connection of all of this with learning.  Can you use tools like Twitter and blogging to explore new areas?  Stay aware of your own questions and your own progress?  Engage with others interested in the same topics?  Sure.

Whether you will or not, I can’t say.

CC-licensed parakeet photo by striatic.

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