Are you in a corporate training environment? Dick Carlson in his mild-manner way muses on how learners feel about training (Learner Feedback? You Can’t STAND Learner Feedback!).

Dick and I have some differences — I think dogs ought to have noses that they themselves can see — but not in this area.  The core of Dick’s post is the ultimate assessment: can you now accomplish whatever this training was supposed to equip you to accomplish?

On completing this module, the learner will be able to...(Yes, that does mean “that you couldn’t accomplish before due to a lack of skill or knowledge.”  Don’t be cute.)

Because — if we start with a true skill deficit that prevented you from producing worthwhile results — that’s vastly more important than whether the training fit your purported learning style, whether the ratio of graphics to text was in a given range, and whether the person helping you called herself a trainer, a teacher, a facilitator, a coach, or the Bluemantle Pursuivant.

If you need to learn how to recover from an airplane stall or how to control paragraph borders through a class in CSS, learning assessment comes down to two words: show me.

With all that, I do think that how the learner feels about what’s going on does  influence the learning situation.  I just want to make clear: that’s very different from saying that those feelings matter in terms of assessing the learning.

High profile?  You bet your assessment.

I was once in charge of instructor training and evaluation for an enormous, multi-year training project.  In the final phase, we trained over 2,000 sales reps to use a laptop-based, custom application.  90% of the them had never used a personal computer.

Which was a drawback: the client decided that as long as the sales reps were coming for training on the custom application, we should “take advantage of the opportunity” to teach them email.

It's all in the handout.And word processing.  And spreadsheets.  And a presentation package.  And connection to two different mainframe applications using simple, friendly 3270 emulation software.

In a total of five days (one 3-day session, a 2-day follow-on one month later).

Our client training group was half a dozen people, so we hired some 30 contractors and trained them as instructors.  I mention the contractors because we needed a high degree of consistency in the training.  When a group of sales reps returned for Session 2, we needed to be confident that they’d mastered the skills in Session 1.

(If the informal learning zealots knew how we electrified the fences within which the instructors could improvise, they’d have more conniptions than a social media guru who discovered her iPhone is really a Palm Pre in drag.)

We used a relentlessly hands-on approach with lots of coaching, as well as “keep quiet and make them think” guidance for the instructor.  The skills focused on important real-world tasks, not power-user trivia: open an account.  Cancel an order.  Add a new contract.

We conducted nearly 600 classroom-days of training, and we had the participants completed end-of-day feedback after 80% of them.  I never pretended this was a learning assessment.  I’m not sure it was an assessment at all, though we might have called the summary an assessment, because our client liked that kind of thing.  We had 10 or so questions with a 1-to-4 scale and a few Goldilocks questions ( “too slow / too fast / just right” ), as well as space for freeform comments.

Why bother?

I made the analogy with checking vital signs at the doctor’s or in the hospital.  Temperature, pulse rate, blood pressure, and respiration rate aren’t conclusive, but they help point the way to possible problems, so you can work on identifying causes and solutions.

So if we asked how well someone felt she could transmit her sales calls, we knew about the drawbacks of self-reported date.  And we had an instructor who observed the transmit exercise.  We were looking for an indication that on the whole, class by class, participants felt they could do thist.

(Over time, we found that when this self-reporting fell below about 3 on the four-point scale, it was nearly always due to… let’s say, opportunity for the instructor to improve.)

When we asked the Goldilocks question about pace, it wasn’t because we believed they knew more about pacing than we did.  We wanted to hear how they felt about the pace.  And if the reported score drifted significantly toward “too fast” or “too slow,” we’d decide to check further.   (2,204 Session 1 evaluations, by the way, put pace at 3.2, where 1 was “too slow” and 5 was “too fast.” )

Naturally, to keep in good standing with the National Association for Smile-Sheet Usage, we had free-form comments as well.  We asked “what did you like best?” and “What did you like least?”  (In earlier phases of this project, we asked them to list three things they liked and three they didn’t.  Almost no one listed three.  When we let them decide for themselves what they wanted to list, the total number per 100 replies went up. )

Early in the project, our client services team sat around one evening, pulling out some of the comment sheets and reading them aloud.  It was my boss at the time who found this gem, under “what did you like best?”

My instructor made me feel
safe to be dumb.

Everybody laughed.  Then everybody smiled.  And then everybody realized we had a new vision of what success in our project would mean.

We wanted the learners to feel safe to be dumb.  Safe to ask questions about things they didn’t understand.  Safe to be puzzled.  Because if they felt safe, they felt comfortable in asking for help.  And if they felt comfortable asking, that meant they felt pretty sure that we could help them to learn what they needed to learn.

What about weaving their feedback into the instructional design?  In general, newcomers to a field don’t know much about that field, which means they’re not especially well equipped to figure out optimal ways to learn.

Please note: I am not at all saying newcomers can’t make decisions about their own learning.  In fact, I think they should make ‘em.  In a situation like this, though, my client wasn’t the individual learner.  It was (fictionally named) Caesar International, and it had thousands of people who needed to learn to apply a new sales-force system as efficiently as possible.

Mainly procedural skills.  Low familiarity with computers, let alone these particular applications.  High degree of apprehension.

(By the way, Ward Cunningham installed WikiWikiWeb online eight months after our project ended, so don’t go all social-media Monday-morning-quarterback on me.)

I felt, and still feel, that our design was good.  So did the Caesar brass: within six months of the end of the project, a nearly 25% increase in market share for Caesar’s #1 product, and the honchos said that resulted from successfully training the reps to use the new sales software on the job.

When you feel safe to be dumb, you don’t stay dumb long.

CC-licensed images:
Yes / no assessment by nidhug (Morten Wulff).
“Cover-the-content” adapted from this photo by antwerpenR (Roger Price).

 

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As an undergraduate, I had a terrific time swimming way over my head in a course on modern sociological thought.  Among other things, we read Talcott Parsons, which is like getting mugged by a noun gang.  I thought I understood what he meant by specific relationships versus diffuse ones, so when Dr. Bauder asked for an example of the latter, I said, “Student and teacher.”  (I mean, it should be a free exchange, right?)

Her reply: “Okay.  What are you doing Saturday night?”

Einstein was right.  Everything is relative.

Being specific takes more work

To make the point clear: in a specific relationship, it’s the roles that are specific, and you more or less have to justify including things that don’t fit those roles.  You might shoot the breeze with the grocery store cashier about the weather, or the freshness of the strawberries, but ordinarily you don’t ask about his personal life.

In a diffuse relationship, on the other hand, you have to justify leaving things out.  “You walked right past me and didn’t say a word.  What’s up?”

Many of my professional connections (and some personal ones) are now virtual.  I don’t work in an office; I tend not to have long-term projects.  I don’t have everyday, flesh-and-blood colleagues.  So I need to cultivate my virtual connections: strengthen the existing ones, get the new ones get well rooted.

In the physical workplace, most of your relationships are specific and often defined by various sorts of proximity.  You’re physically close.  You’re organizationally close (same team, same boss, same project, same department).  Or you what I think of as explicit proximity (relative position based on rank) and tacit proximity (based on relative depth of expertise).

As the distance increased (other floors, other departments, other cities), you have to work harder to establish and maintain good working relationships.  People don’t know you.

Reducing friction in your connections

When you cultivate relationships in the virtual workplace, you’re using different tools to increase proximity.  For a long time, we’ve had workplace tools to reduce physical distance and collapse time-zone distance.  Now we’ve got greater (and more frequent) distance, but also more powerful tools.

Can you BELIEVE those specs?One concept that’s important to me, as someone who typically works on his own, is the virtual cube-mate.  I like being able to stick my hear around a metaphorical partition to say, “Listen to this.”  Or “Do you know…?”  Or “Here we go again.”

But reducing virtual distance doesn’t mean that distance isn’t there.  And it doesn’t mean your in-person, interpersonal skill transfers to the virtual world.   As the Russian proverb says, your elbow is close, but it’s hard to bite.

I have a pet phrase for asides and parenthetical remarks I’ll make, especially in a one-to-one exchange like an instant-message conversation or a series of direct messages on Twitter: “conversation insurance.”  Things I do or say because:

  • I want to make myself clear (or clearer).
  • I want to avoid misunderstanding.
  • I’m trying to be more like myself.

Some of that’s just common sense (though common sense tells lots of people the earth is flat).  For instance, “I’m not disputing what you’re saying. I just think X applies as well…”  You go a little further because your message is going further.

Some of it, though, is simply engaging long enough (in some complex combination of individual units and elapsed time) that both parties are better able to form a pattern for the other that’s not a bad approximation of face-to-face.  Which, as I think about exchanges over the past two or three days, isn’t so much conversation insurance as connection oil.

I don’t know that there are Ten Quick Tips for this, which is too bad; I could have a workshop.  I do have a couple of notions:

  • Walk, don’t run. Trying to connect closely with everyone you know (and everything they know) just makes you one of those LinkedIn Lotharios, the kind of person in whom networking seems like an infectious disease.
  • Assume good faith. This guideline for Wikipedia editors encourages people to assume that others are trying to help, not hurt.
  • Don’t drive crossways in the parking lot. That was advice from a colleague to his new-driver sons: when you’re at the mall, always drive along the “roads” up and down the parking lot.  Don’t go cutting across the lanes because there’s an opening.  Other drivers may not expect you.

That last point is why I now use emoticons — at least on Twitter.

They’re conventions, not moral failings

I’ve been online a long time.  I’ve never cared for abbreviations like IMHO, YMMV, and so on.  I have a theory that each time someone types LOL, they lose a neuron.  So emoticons ( or, even worse, “smilies” ) made me shudder.

But… as I did online text-chat in Second Life, in French, I worried that my humor (or attempts at it) would be misunderstood.  So I’d add emoticons I saw my francophone friends using.  It hardly hurt at all, and people got to know me.

Likewise on Twitter — especially if I’m making a public comment to someone I don’t know well.  It’s easy to forget, if you’re only thinking of your chosen network, that not everyone knows you as well as you might think (or wish).  I can joke around with some people, but virtual passersby might not understand.  So an emoticon, or a few drops of some other form of connection oil, helps reduce the potential friction.

Online presence is a kind of invitation, but you have to work at figuring out what the invitation means for you.  Sometimes, as with what I call book blogs — HotNewBook.com, set up mainly to promote Hot New Book.  Those are invitations to come in, browse, and buy.  The author probably doesn’t have a lot of time to interact with everyone who’d like to interact with him.

Otherwise, if people are active on social sites, you have to work out how to interact with them.  In other words, it’s just like real life, except the conversation stops if your power goes out.

(I’d like to thank Chris, Dick, Heather, Jane, Kevin, Sahana, and Simon, whose conversations with me this week reinforced for me the value of virtual connections.)

My relationship images are based on this CC-licensed image by Doha Sam / Sam Agnew.
CC-licensed cube-mate photo by el frijole.

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Tom Fox, in the Washington Post’s Federal Coach column, provides some advice for managers in the federal government who oversee younger workers.  Fox holds that “the best leaders recognize that potential talent is nurtured by developing expertise, executive skills and solid judgment, along with providing constant feedback and opportunities for personal growth.”

The advice may be obvious, but it’s also pertinent:

  • Connect the dots between now and the future.
    • Or, help the less-experienced worker see how current responsibilities fit into a larger picture that makes sense for that worker.
  • Encourage an apprenticeship mindset.
    • A real leader will know that the root of “apprentice” means “to learn,” not “to do all the scutwork.”
  • Reinforce lessons learned through constant feedback.
    • It’s true that learning can happen anytime.  You can increase the likelihood of its happening by helping your staff to reflect, reprocess, question, and re-express what they’ve been doing and the results that have followed.

All of which reminded me of the skillful approach to coaching that’s wrapped in the sometimes flashy, sometimes sly trappings of What Not to Wear.

If you haven’t seen this TLC program: in each episode, fashion consultants Stacy London and Clinton Kelly critique the clothing choices of someone whose family or friends nominated them for this, um, performance review.

As with many “reality” shows, WNTW has a certain OMG appeal.  Worldly folks like you and me would never dress as poorly or as blindly as the folks on the program, right?

I’ve watched many episodes (sometimes as an antidote after watching an especially grim movie).  Beneath the apparently lightweight notion of focusing so intensely on fashion, Stacy and Clinton pay a lot of attention to helping the individual focus productively on goals.

Stacy: We don’t want you to label yourself just as a mom.

Lori: But my daughter is my priority.

* * *

Lori: If you’re trying to change my distorted version of what I look like with form-fitted clothes, you’re not helping with these styles. Period.

Clinton:  You do not have a crazy distorted body, a weird body shape. You have your own body shape.

WNTW follows a set pattern.  I was thinking about this pattern as a model for helping inexperienced people start figuring out an area of complexity.  Sort of a well-dressed version of complex learning.

You can think of the nominated-by-friends aspect as just part of the randomness of the workplace.  We don’t always get to choose our learning opportunities.  Sometimes they show up dressed as crummy assignments, annoying coworkers, or the departure of a favorite boss.

Some of the standard elements in a What Not to Wear episode:

  • A 360 review, WNTW style.The individual models 3 of her own outfits and explains why she likes them–while surrounded by mirrors.

  • Clinton and Stacy create 3 new outfits that demonstrate fashion  rules suited to the individual.
  • The hosts ritually toss out most (or all) of the person’s old wardrobe.
  • The person goes shopping solo, armed with the new rules (and a $5,000 credit card from the program).
  • Invariably, Clinton and Stacy intervene to deal with poor choices from Day 1′s shopping, and to help with Day 2′s.
  • A hair stylist and makeup consultant try”reframing in their areas of expertise.
  • The individual returns home for a reveal with family and friends.

Whatever you think of fashion, you have to admire the way the gurus guide the individual into the (typically strange) word of style with mindfulness.

They’ll make outrageous comments about the old wardrobe, but they’re also respectful of the individual, her life, and her career.  I’ve seen them dealing with a professional witch (from Salem, Massachusetts, no less), an Episcopal priest, a dreadlocked “alternative model,” and a cancer survivor who’d had a double mastectomy.

Looking past the show’s structure, you find:

  • Rules of thumb (with the why).
    • If you’re small-statured, coats and blazers that fall just above the hip are an ideal length; otherwise, you run the risk of a longer coat length distorting your proportions.
  • New approaches gives as experience shared.
    • Don’t despair if the first four or five pairs of pants you try on don’t fit the way you want them to – sometimes you have to kiss a lot of jeans frogs before you find your denim prince.
  • Simplified cognitive maps (the mannequin outfits and the rules they exemplify).
  • Opportunity to apply basic rules
  • Feedback on that application in a collaborative setting

From time to time, WNTW does a “where are they now?” show, reconnecting with people who’ve been on the show.  I suspect these are less interesting to the show’s audience (or there’d be more 6-months-later episode).

I’m sure it’s tough for the individuals to maintain or even heighten their new style awareness when in their old settings.  The answer, though, isn’t requiring Stacy and Clinton Refresher Training.  Instead of a single answer, I’d say there are many possible ways for the person to adapt to real life, continue strengthening newfound skills, and to avoid falling back into stretchy sweats and rock-concert T shirts.

In terms of your professional development, is that your standard outfit?  I don’t mean on your body, necessarily.  How are you dressing your mindset?

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Jane Hart’s been collecting reasons why organizations should not ban social media.  I wanted to contribute but didn’t think I could match contributors like Jack Vinson, Harold Jarche, or Jane herself.

Though this be madness, yet there is method in 't.As it happens, that glover’s son from Stratford-upon-Avon anticipated the kinds of objections Jane had in mind.  What follows are some notions.  They’re not definitive or sure-fire.  In fact, “they are yet but ear-kissing arguments” (King Lear).

There is nothing either good or bad, but thinking makes it so.
(Hamlet)

Will, living in an age of social ferment, was pragmatic.  Yes, you’re accustomed to making your connections in an organization the way your boss (or your boss’s father) did.

I have no doubt whatsoever that 1890s-era managers fretted and fulminated over the pointlessness of Mr. Bell’s contraption.

We will draw the curtain and show you the picture.
(Twelfth Night)

Social media make it possible to provide…well, a fuller picture.  Not just in the sense of images more easily created, shared, and modified, but in the combination of images with other representations.

By comparison, it’s really hard to fax a video.

I’m not saying images will guarantee you’ll communicate better.  (Two words: clip art.)  But sometimes less (text) is more (meaning), and social media can help carry some of your intended meaning in ways more traditional vehicles can’t.

An honest tale speeds best, being plainly told.
(Richard III)

Here I see advice both for the organization and for the individual.  Speed’s vital: get what you have or what you need, as quickly as you can.  Informal consultation via messaging (Yammer, Twitter, instant messaging); knowledge collection and sharing through vehicles like wikis.

“Plainly told” can also mean “write so you make sense.”  I posted last year about the Washington DC Metro system’s stumbling efforts on Twitter.  The tweets seemed written by a committee, few of whom actually used Twitter.  They’ve gotten somewhat better (see here), though 6 of the 100 most recent tweets were truncated.

(If you’ve been on Twitter for a year and a half and haven’t figured out the 140-character limit, you need to be a bit more reflective.  And maybe when there’s a delay, say “both ways” instead of “in both directions,” trusting that train riders will get the message.)

Love sought is good, but giv’n unsought is better.
(Twelfth Night)

Speaking of both directions, Will has in mind the idea of fans, friends, and followers.  Rather than worrying about your own status (as an individual or as an organization), focus on participating in the communities around you.  Share stuff.  Offer value.  Give credit.  Link to others.  Spread the wealth.

The fool doth think he is wise, but the wise man knows himself to be a fool.
(As You Like It)

One of the tendencies with social networking is that formal status, credentialization, and the like matter less than they used to.  Not that they’re irrelevant: if someone wants to know about nanoscience, then Andrew Maynard is a better starting point than I am.

But you know from ordinary life that very little that’s useful derives from the status or the credential itself.  No matter how extensive someone’s expertise is, I find it’s good to see that he or she recognizes its limits.  As Matt Ridley said of science, I think useful knowledge is like “a hungry furnace that must be fed logs from the forests of ignorance that surrounds us. In the process, the clearing we call knowledge expands, but the more it expands, the longer its perimeter and the more ignorance comes into view.”

Our doubts are traitors, and make us lose the good we oft might win, by fearing to attempt.
(Measure for Measure)

In my experience, it’s private organizations rather than government that trumpet the value of entrepreneurial thinking, agility, openness to new trends — but it wasn’t the government that kept building Chevy Cavaliers, that fought against home video recording, or that shoehorns all training into the lecture-hall, butts-in-seats model.

Yes, there’s a fear that people will waste time on Facebook or Twitter.  That’s because some people will, just as some people use March Madness as an excuse to do nothing all all on the job but yak about brackets and bubbles.

Another side of this: some organizations (public and private alike) are so deeply baptized in the Church of Best Practice that the notion of trying something for themselves is heresy.  I mean, if you’re a pharmaceutical company, might it not be better for you to experiment with social media in a pharma context than to wait till Business Week features a manufacturer’s experience which you’ll then try cramming down the throats of your people?

The end crowns all, and that old common arbitrator, Time, will one day end it.
(Troilus and Cressida)

One real shortcoming of social media — as of software generally — is that you can’t rely on it for the long term.  Google Wave, announced at the end of May 2009, is essentially dead.  Facebook may bestride the narrow world like a Colossus, but so did AOL in its time, and CompuServ before that.

So what Shakespeare’s saying here is, “get thou a grip.”  If you’ve never used a word processor, then learning one is a real challenge.  But once you’ve learned one, you’ve able to conceptually handle another one as your company switches from WordStar to WordPerfect to Word to Google Docs.

No, those aren’t the same.  There are significant differences, but there’s enough at the core to help you cope till you figure the rest out.

As Will might have said if there’d been mayonnaise jars in his time, “Keep cool.  Don’t freeze.”

To unpathed waters, undreamed shores.
(The Winter’s Tale)

This idea flows from the previous ones.  The ease and informality of connections make it possible to go where you hadn’t imagined you’d like to go.  You get exposed to other viewpoints, to experiments in progress, to the cognitive coalface being worked in other parts of the organization.

Those things are hard to do with the monthly newsletter and Human Resource’s weekly email blast.   (And, by the way, if you’re one of the people perpetrating that last item: whatever made you think “blast” was something that’d have a positive connotation for the recipients?)

Everyone can master a grief but he that has it.
(Much Ado About Nothing)

In other words, early adopters, calm down.  Show, don’t tell.  Consider your audience.  Nobody (except maybe you) wants to be using the newest Bright Shiny Object.  Most people want to be getting stuff accomplished, and maybe there’s a way your BSO can help that.

In a similar vein, O grizzled veteran with deep experience (including you, over there, who’ve been on Twitter for three months now):  don’t bite the newbies.  You weren’t born with XHTML coded into your DNA, either.

This above all: to thine own self be true.
And it must follow, as the night the day,
Thou canst not then be false to any man.
(Hamlet)

Poor Polonius gets a bad rap.  Even if he was a windbag, at least here the bag’s wafting along some good advice.

First: social media was created to serve the individual or organization, not the other way around.  Using these tools will make you…well, yourself, a person who happens to be using them.

Which is why, if you’re prone to be a jerk, people tend to figure that out whether they encounter you in meetings,  in email, or on Twitter.  (The 140-character limit might help minimize that, but I have my doubts.)

Similarly, if you’re open to new things, if you’re someone who reflects on and shares what you’ve been doing, if you’re participating in spheres wider than your hatband, then social media tools help you to be yourself, and become more like yourself.

 

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In her comment on yesterday’s post, Kathy Sierra included a link to a presentation she made at a recent Government 2.0 Expo.  Here it is:

Sierra’s often talked about passion, and makes a good distinction here between “passion” and “fantasy models.”  In the workplace (as elsewhere), passion means more than “I’m interested in” or “I care about” something.  For her, it means that you’re so into whatever you’re into that you’re constantly learning.

Not everyone is, which explains the difference between 15 years’ experience and one year repeated 14 times.

That’s how I interpret her remark about passion meaning that you’re engaged in “a sustainable way.”  You’re not just connected to something passively.  You interact with it, and that interaction changes you.

In her talk, she touches on the fact that many people don’t learn and change even when they’ve got a real stake in the outcome–like people who’ve had coronary bypass surgery.

That doesn’t mean they can’t, of course.  It may mean that they need better tools to help them change–clearer examples, support systems, networks, all that stuff.

In the meantime, her suggestions for getting started include:

  • Teach something cool (as a bridge to other things)
  • Provide opportunity for self-expression (meaning, let people do things with what they’re learning)
  • Wrap the mundane or pragmatic in a compelling context

If you’re in the U.S., your local jurisdiction produces an annual water quality report (here’s the Washington Suburban Sanitary Commission’s version).  Sierra points to recent reports from the city of Bryant, Texas (available from the Water Services department’s main page).  Since 2004, they’ve worked at doing things differently, at least in part to raise awareness of what the department does for citizens.

Links at the Water Services page offer reports from earlier years, like the 2004 edition from which I took the picture above.  Even without reading all the text, you get a striking image.  They’re talking about backflow prevention–keeping hazardous material from contaminating the water system (not to mention the water from your faucet).  The city has backflow prevention in place, and so can you.

So the citizens of Bryant could learn more about their water and modify their usage based in part on the report.  And on a couple other levels:

  • The staff of the water department has more visibility.
  • The city thinks differently about how it communicates with citizens.
  • Individuals (workers, citizens, passers-by) see a fresher, potentially more effective way to share a message.

Maybe it’s not always calendars.  Or maybe the calendar form, and the increased resolution that Kathy Sierra talks about, helps drive people to more and more creativity.  It’s like what the poet Robert Francis said about the sestina in general and his poem Hallelujah: a sestina in particular:

If you drape thirty-nine iron chains around your arms and shoulders and then do a dance, the whole point of the dance will be to seem light and effortless.

Robert Francis knows, as Kathy Sierra knows, that “light and effortless” won’t happen unless you pick up those chains, get out on the floor, and dance.

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