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Clark N. Quinn

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Beschreibung

Transform learning and development practices to make your programs relevant and meaningful Existing training and development practices need a major overhaul. Learning and development practitioners and managers must increasingly face the fact that old methods are no longer relevant in today's tech-savvy world and, in many cases, they simply don't work. In Revolutionize Learning and Development, you'll get a straightforward look at how people really learn and get introduced to practical steps for rethinking, redesigning, and reestablishing learning delivery. This book shows you how to take advantage of new understandings and new technologies so you can make a meaningful impact on your organization. In four sections, the book lays out crucial background knowledge, conceptual frameworks, and practical steps for transforming learning and development so that it has the greatest return for businesses. Managers, practitioners, and executives will benefit from the illustrations, vignettes, and sidebars that highlight the author's advice and expertise. * Learn to avoid the pitfalls of outdated and irrelevant learning solutions, including those that ignore the importance of clear objectives, proper execution, and thorough evaluation * Discover the practical steps for implementing the best and most effective strategies for making the most of training programs * Benefit from a thorough examination of what happens when managers and practitioners make major changes in strategy, leadership, and technology * Get familiar with the roles of research-based frameworks, performance support, and informal learning Don't let learning and development myths derail you. Find out how to breathe new life into your programs with practical guidance designed to inspire today's best learning technology solutions.

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Veröffentlichungsjahr: 2014

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Contents

Foreword

Preface

Acknowledgments

About the Author

Introduction

Chapter 1: A Call to Arms

#Fail

Harnessing Magic

Performance

Bottom Line

Section 1: Status Quo

Chapter 2: Our World

Change

Change in Companies

Bottom Line

Chapter 3: Our Industry

Inadequate

Event-Ful

Cobbler’s Children

Wrong Focus

Disengaging

Insufficient Practice

Antisocial

Unresolved

Rigid

Mismeasured

Mythed Foundations

Barriers

No Credibility

Bottom Line

Section 2: “To Hand”

Chapter 4: Our Brains

Our Brains in Action

Our Brains on Learning

Bottom Line

Chapter 5: Our Organizations

Empowerment

Communication

Culture

Bottom Line

Chapter 6: Our Technology

Formal

Performance Support

Social

Mobile

Infrastructure

Bottom Line

Section 3: Aligning

Chapter 7: A Framework for Moving Forward

Bottom Line

Chapter 8: What Does This Look Like?

Stakeholder Perspectives

Case Studies

Mark Britz

Tulser

Jane Bozarth

Allison Anderson

Charles Jennings

Assess Yourself

Bottom Line

Chapter 9: Re-Think

Performance as Strategy

Doing Less

Learning as Culture

Organization

Supporting Work

Bottom Line

Leader Reflections

Allison Rossett

Marc Rosenberg

Section 4: Path Forward

Chapter 10: Re-Do

Performance Consulting

Development Facilitation

Prioritization

Measured

Tech

Pragmatics

Bottom Line

Chapter 11: Moving Forward

Parallel Paths

The Money Story

The Long Game

Conclusion

References

Appendix A: The LPI Capability Map

Appendix B: The Towards Maturity Model

Appendix C: ASTD Competency Model

Index

About the American Society for Training & Development

End User License Agreement

List of Tables

Table 6.1 xAPI Syntax

Table 7.1 Elements of Strategy

Table 8.1 L&D Assessment

Table 8.2 Culture Assessment

Table 8.3 Formal Learning Assessment

Table 8.4 Performance Focus

Table 8.5 Social Learning Assessment

Table 8.6 Infrastructure Assessment

Table 8.7 Metrics Assessment

List of Illustrations

Figure 3.1 Ebbinghaus’ Forgetting Curve

Figure 3.2 Learning Needs by Expertise

Figure 4.1 Acting in the World

Figure 4.2 Spaced Learning

Figure 4.3 Activity-Centered Curriculum

Figure 5.1 The Coherent Organization

Figure 5.2 A Learning Organization

Figure 7.1 eLearning Strategy

Figure 8.1 Strategy Map

Figure 9.1 The Training Ghetto

Figure 9.2 Performance & Development

Figure 9.3 Supporting Action

Figure 10.1 Backwards Design

Figure 10.2 Design Decisions

Figure 10.3 Iterative Measurement

Figure 10.4 Performance Infrastructure

Figure 10.5 Learning Strategy

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Guide

Cover

Table of Contents

Begin Reading

REVOLUTIONIZE LEARNING & DEVELOPMENT

Performance and Innovation Strategy for the Information Age

 

Clark N. Quinn

 

 

 

Copyright © 2014 by John Wiley & Sons, Inc. All Rights Reserved.

Published by Wiley

One Montgomery Street, Suite 1200, San Francisco, CA 94104-4594

www.wiley.com

Cover image: Ryan Burke/Getty and Shutterstock

Cover design: Wiley

No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, Inc., 222 Rosewood Drive, Danvers, MA 01923, 978-750-8400, fax 978-646-8600, or on the web at www.copyright.com. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, 201-748-6011, fax 201-748-6008, or online at http://www.wiley.com/go/permissions.

Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended by sales representatives or written sales materials. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the publisher nor author shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages. Readers should be aware that Internet websites offered as citations and/or sources for further information may have changed or disappeared between the time this was written and when it is read.

For additional copies or bulk purchases of this book or to learn more about Wiley’s Workplace Learning offerings, please contact us toll free at 1-866-888-5159 or by email at [email protected].

Wiley also publishes its books in a variety of electronic formats and by print-on-demand. Some material included with standard print versions of this book may not be included in e-books or in print-on-demand. If the version of this book that you purchased references media such as a CD or DVD that was not included in your purchase, you may download this material at http://booksupport.wiley.com. For more information about Wiley products, visit www.wiley.com.

Library of Congress Cataloging-in-Publication Data

Quinn, Clark N.

Revolutionize learning & development : performance and innovation strategy for the information age / Clark N. Quinn.

pages cm

Includes bibliographical references and index.

ISBN 978-1-118-86361-9 (paperback); ISBN 978-1-118-86402-9 (pdf); ISBN 978-1-118-86411-1 (epub)

1. Organizational learning. 2. Organizational effectiveness. 3. Information technology—Management. I. Title. II. Title: Revolutionize learning and development.

HD58.82.Q56 2014

658.3'124—dc23

2014007576

To all those who work to discover and support the best in human nature.

Foreword

Learning & Development is in bad shape. Really bad. So bad that Clark Quinn wants you to sign up to join him in a revolution to overthrow the crap that our once-proud profession has come to.

It’s not just that the emperor has no clothes. It’s worse. The emperor is so out of step with the times that he must be deposed. Organizations have changed, technology has changed, and the nature of work has changed, but Learning & Development (L&D) has not advanced in the last quarter century.

L&D, which would better be called Performance and Development, is not doing what it can—and what it is doing, it’s doing poorly. Other parts of organizations are creating their own solutions. They don’t find L&D relevant. They bypass it.

Senior managers say people are their most important asset, but fail to invest in training. The reality is that the return on investment in typical training events is so low that management’s attitude makes sense. Training fails to match the way people learn. Training’s overwhelming focus on formal learning is criminally stupid. Worst of all, L&D fails to deliver on its intended outcome: helping people get things done.

As Clark says, “It’s a racket.” Our first step to achieving legitimacy is acknowledging where we are. Change is relentless. Information is exploding. New conditions require perpetual innovation. Time to market is decreasing. Customers are more demanding. Workers must do more with less. It’s a puppy-kicking world out there.

In an ever-changing world, learning has become the work. Executing well is not enough to ensure survival. Prosperity requires continuous improvement—and that requires continuous learning.

So what can we do?

Align learning with what we know about how human brains work. Humans are good at recognizing patterns and poor at memorizing facts. Most of our learning is subconscious. If we fail to reflect, we don’t learn. We are social animals. And we can profit from learning better ways to learn.

Align learning with modern organizations. In the industrial era, workers thrived by doing things the “one best way.” Today’s winners thrive by coming up with better ways. People need to both collaborate and cooperate on many different levels, and that, in turn, requires “working out loud.”

Align learning with the amazing bounty of technology. Networks put all the world’s knowledge at our fingertips. Video and virtual worlds empower us to learn in new ways. Flexible systems support performance with outboard brains. Social networks encourage us to learn and work together. Smart phones with more power than yesterday’s mainframes connect us to multiple networks. We have all the tools to create learning ecosystems that support continuous improvement.

I’m not going to spoil your fun by telling you what this looks like—Clark does a fine job of that with case studies and commentary from experts. In a nutshell, L&D must shift from learning to performance. Outcomes are what matter.

Some books leave you with a to-do list of priorities that would take Superman a hundred years to get through if he started last Tuesday.

Clark advises us to design wisely, not to try to “boil the ocean.” The “least assistance principle” counsels us to provide as little support as possible to enable individuals to find what they need to know in the world. Let us embrace “slow learning,” rather than overwhelm people.

L&D—and now I’ll start calling it P&D—can delegate lots of learning to performance support and communities of practice.

Clark provides scores of principles and techniques for moving from events to performance, for integrating learning into work, and for positioning P&D among its strategic functional peers. This is great advice.

I’ve signed up for the Performance & Development Revolution. When we’re storming the barricades, I hope I’ll find you by my side.

Jay Cross

CEO, Internet Time Group and Internet Time Alliance Berkeley, California

Preface

I am on a mission. At two separate learning industry conference expositions early in 2013, it became clear that, while the technology had changed, the underlying models had not. While the world had advanced, Learning & Development had not moved in any meaningful way. The stuff I had railed against a decade ago was still in place. I was, quite frankly, pissed off. I decided that I simply had to make a stab at trying to address the problem.

In trying to foment change, I have looked at what the research says about attitude change, and one of the first elements is recognizing what you are doing—and why it is wrong. Hence, the first part of the book calls out in some substantial depth just what we are doing—and why it is wrong. I am not temperate in this section, I confess; on the contrary, I may be tarring with too broad a brush. I am not apologetic, believing it is better to be too harsh and raise hackles than to have no impact. Reader beware.

As I go forward, I try to point to things we should be looking at: changes in our understanding of learning, organizations, and technology. While not exhaustive, I do point to a number of elements that have been perceived as important indicators. My choices may be overly selective, but they are the elements I feel we are failing to consider. I also try to characterize what it might look like if we were addressing those elements, both conceptually and with some gratefully received contributions.

From there, my focus is on a path forward. My aim is to synthesize the best information I can find; with pointers to those who are pioneering the important areas. I, from need, am making some strategic recommendations on principle (when I have not found existing guidance), and I try to indicate how I am deriving my recommendations. There is rationale behind them, but in some cases they are speculative, and there is no reason to believe that they will all be right. However, practicing what I preach, there will be a social network that will provide places to refine and improve these recommendations that will be findable via RevolutionizeLnD.com.

At core, this is a deliberate revolution. There are principles behind what I believe and what I ask of you. I hope to make the case, to the point where you are willing to become a signatory on a Learning & Development Revolution Manifesto. If nothing else, I hope it changes your perspective and starts helping you work better on behalf of your organization.

The ultimate goal is to transform Learning & Development from an unexamined cost center to Performance & Development, a core strategic component of organizational success. This can—and should—be done. I believe in the cause, and I have a strong conviction in the proposed method. I am willing to change the latter, but not the former. I call you to action!

Acknowledgments

As is properly the case, no such endeavor can be accomplished alone. Many people contributed in many ways to make this happen. None of them wear blame for the contents herein; I maintain responsibility as the ultimate curator and creator.

I want to thank Nadine Rothermel from Agilent and the other participants from the ASTD Forum who provided their valuable time and thoughts about the state of the industry. I received very valuable perspectives from their insights.

I owe a huge debt of gratitude to ASTD, including CEO Tony Bingham for approving participation, M.J. Hall of the ASTD Forum for coordinating the Focus Group that provided great insight, Christina Mandzuk of ASTD Research and the rest of the research team for supporting the Focus Group and the survey from which we extracted such great data, and, most of all, Community of Practice Managers Juana Lorens for Learning & Development and Justin Brusino for Learning Technologies, who provided ASTD Research Reports, brokered connections to the rest of the organization, provided feedback consistently, and had my back along the way. Thanks, all!

I have to thank Matt Davis of Wiley as my editor. He suggested the relationship with ASTD that was such a boon, put up with my continual inquiries about Wiley procedure through their reorganization, and served as a personable front end to a large organization. Lisa Shannon at Wiley also was a staunch supporter. Ryan Noll has helped massively in getting my project in on time in a manageable way. Rebecca Taff has been responsible for the copyediting that keeps me on the level, and Dawn Kilgore graciously shepherded the project to make what seemed like an impossible schedule possible.

Several people also spent time or provided resources in assisting me. Laura Overton from Towards Maturity let me have an early look at their latest report, and Donald H. Taylor of the Learning and Performance Institute provided access to their Capability Map. David Holcombe, Heidi Fisk, Bill Brandon, and David Kelly of the eLearning Guild have provided opportunities for me to present my interim thoughts and acquire feedback.

A particular thanks to my colleagues in the Internet Time Alliance—Jay Cross, Jane Hart, Harold Jarche, and Charles Jennings—from and with whom I have learned much of what is in here. The intellectual contributions are immense and valued.

I owe a great thanks to the folks who stepped up and provided content: Allison Rossett and Marc Rosenberg, the latter of whom provided feedback on an early section. Similarly, I greatly appreciate those who shared their personal journeys for the sake of helping the cause: Allison Anderson, Jane Bozarth, Mark Britz, Charles Jennings, and Jos Arets and Vivian Heijnen of Tulser. And, of course, the many people who produced the work I have cited.

Many thanks are owed to my friends and colleagues; many more than can be acknowledged here have contributed in many ways. I have cited those I have found relevant publications for, and you should note those names. Others have provided feedback or connected me to others. They are the colleagues you see at events like Up to All of Us, eLearning Guild, and ASTD conferences, and more. You should strive to get to know them and their work.

On the family side, I owe debts of gratitude to my brother Clif and his family and, most importantly, my direct family: son Declan, daughter Erin, and wife LeAnn for their ongoing support. SCRONsters should be aware that the choice of Drew for the executive was deliberate.

LeAnn in particular is always my best and most trusted advisor, editor, cheerleader, and barrier buster. Her support, red pen to householding, has been instrumental and I’m so deeply grateful (and lucky).

Finally, thanks to you for taking the time to read even this much. I do hope you find this useful, and I welcome your feedback. Here’s to making a positive contribution to the organization and, ultimately, the world.

About the Author

Clark N. Quinn, Ph.D., is an advocate of the potential of technology to facilitate learning and performance. His work has been at the cutting edge in areas such as adaptive, mobile, and content systems. With a particular focus on learning, he has designed and developed innovative solutions for community agencies, schools, industry, and government. The author of Engaging Learning: Designing e-Learning Simulation Games; Designing mLearning: Tapping into the Mobile Revolution for Organizational Performance; and The Mobile Academy: mLearning for Higher Education, Clark has led the design of award-winning online content, educational computer games, and more.

Currently working through Quinnovation as a principal in the Internet Time Alliance, and a charter member of Change Agents Worldwide, Clark provides strategic analysis of organizational learning and knowledge system design to Fortune 500 companies and government, not-for-profit, and education sectors. Clark previously led research and development as director of Cognitive Systems for Knowledge Universe Interactive Studio and held executive positions at Open Net and Access CMC, two Australian initiatives in Internet-based multimedia and education.

A recognized scholar, Clark has an extensive publication record and invited presentations and keynotes at national and international conferences. He has held academic positions at the University of New South Wales, the University of Pittsburgh’s Learning Research and Development Center, and San Diego State University’s Center for Research in Mathematics and Science Education. Clark received his doctorate in applied cognitive science from the University of California, San Diego, after working for DesignWare, an early educational game software company. Clark was the first recipient of the eLearning Guild’s Guild Master award in 2012.

Introduction

This book was written to answer the question: How does Learning & Development (L&D) move forward?

WHY

This book is written to pull together a number of disparate strands that have circulated about what L&D should be doing. The evidence is substantial that L&D is out of alignment with what is occurring in other areas. As calls for more openness and empowerment in organizations arise, the opportunities to leverage big data and analytics emerge, and new technology advances increase, L&D is still measuring efficiency, not impact, offering courses instead of assistance in the workflow, and not taking advantage of the power of social media.

This book has been written as a call to action—about the need, the means, and the path forward.

WHAT

This book has four main sections that tell the story of why and how to change.

The first section shows how the world is changing faster, and the evidence that, by and large, L&D is not doing what it can and should be doing—and what it is doing it is doing badly. That’s a strong claim, but the evidence is compelling. L&D is largely not taking responsibility for performance support or communities, either for employees or for themselves. And the metrics used by L&D are not the metrics that can evaluate the strategic impact on the organization.

The second section overviews the changes in understanding that have occurred and need to be accounted for. These include understanding of our minds, our organizations, and our technology. Our thinking has changed, our understanding of what makes organizations effective has changed, and our technology has advanced at a phenomenal rate.

The third section paints a picture of what it would look like if L&D were doing the job it could and should do. It starts with a revised focus, includes a self-assessment, and some reflections by leaders.

The fourth section is more practical, breaking down the steps and covering pragmatic issues, as well as looking forward.

Not

This book is not a final answer. There are answers in many of the component areas, but the integration is new, and a book is a limited endeavor. An emergent community that will be available from RevolutionizeLnD.com will address how the initial ideas presented here can be taken forward. This is a spark, not the whole fire.

This book is also not just about formal learning, nor going all the way to talent management. It is at an intermediary level that covers a strategic element of organizational success.

HOW

The book starts off with data documenting the state of the industry. In partnership with the American Society for Training and Development, data derived from practitioners paints a picture of an industry that is not practicing what it preaches.

The book surveys a number of relevant principles, citing popular books that document the changes that are occurring in the world and our understanding, indicating new elements that must be accounted for.

A framework is presented to guide thinking about the components that should be under the purview of L&D and to characterize the opportunities, including elements of culture, formal learning, performance focus, social learning, infrastructure, and metrics. That framework is systematically leveraged throughout the book.

A series of scenarios detail what the situation would look like for different stakeholders. A selection of case studies from rising or established stars details some practical attempts at moving in this direction. A rethink that details the new ways in which to address this issue is coupled with the thoughts of two pioneers in the field.

Finally, the elements are pulled together and laid out as steps forward. Considerations and paths to be taken in order to adapt these recommended principles to the workplace are covered.

All along the way, pointers are provided to relevant background information or approaches. Appendices include the Learning and Performance Institute’s Capability Map detailing the needed skills, the benchmark framework provided by Towards Maturity’s work on organizational progress, and ASTD’s own model of competency. Also included is a Manifesto for Change.

USE

This book is designed to make the whole case: why change is needed, what to consider, how to rethink, and recommended steps forward. If you already are sold on the need, you can skip the first section. If you are aware of the changes that need to be accommodated, you can skip the second section. Anyone who wants to move forward needs to read the final two sections, specifically Chapters 7, 9, and 10. I think most should also want to read Chapter 8.

This is a book to read and refer back to as you develop your own strategy.

Chapter 1A Call to Arms

#FAIL

Let me be blunt: the current state of the learning & development (L&D) industry is failing. Badly. Overall, L&D is only doing a fraction of what it could and should be doing, and the part that it is doing, it is doing poorly. The L&D industry has, by and large, been in denial and a willing participant in complacency. As a consequence, L&D is on a steady path to extinction. The perception of L&D’s value to the organization is largely one of irrelevance. Other parts of the organization are creating solutions for learning and performance problems by creating portals of self-generated resources, such as videos or their own social networks. Yet the potential is there, particularly in this emerging age of change, for L&D to be perhaps the most essential component of a business. This mismatch between potential and current status is, quite simply, disheartening.

Let me explain where I’m coming from. As an undergraduate, I became so excited about the potential for learning and technology that I ended up designing my own major in what then was called “computer-based education.” That was a long time ago, but I continued (and continue) to be excited about the ways in which our amazing advances in technology can facilitate learning. As an optimist, I’m always looking for the upside.

So imagine my surprise, ten years ago, stepping away from more disconnected research pursuits to the cut and thrust of the commercial market, to find that the typical approach to organizational learning was not only uninspired, but was flat out wrong. I’d expected the corporate world to have the need and the resources to be doing the best possible. I came in full of excitement to talk about cutting-edge opportunities, but ended up disillusioned to find those discussions were flying over everybody’s heads.

A decade and more later, it’s no better. Some of the names have changed, the technology is flashier, but there is a decided lack of effort to draw upon an intellectual foundation for decisions. As an indicator, the expo halls at the average learning conference are not only pushing outdated models with little impact, but they’re the same outdated models. Worse, approaches are being presented as soundly based that are scientifically discredited or have been replaced by updated frameworks.

Consequently, the industry by and large is irrelevant. Let me get back to basics:

The typical training event returns little for the resources invested. The notion that you can dump a bunch of knowledge into a person’s head in a short period of time is a delusion that doesn’t match the actual ways in which we learn.

What we train on is too often focused on the wrong things. By and large, static knowledge isn’t going to lead to any meaningful change in behavior.

How we train doesn’t match how we learn. We miss what’s known, both in the ways we engage and in the ways we practice.

How we have learners engage is often trivial as well. We may get them to interact with each other, or the content, but not both together.

We miss big opportunities to assist the organization that we could and should own. Formal learning is widely acknowledged as only a small component of what leads to success, and yet that is most of what we spend our effort on.

Finally, we frequently ignore opportunities to leverage technology that are literally in our hands. We don’t understand the real opportunities technology offers, are swayed by flavor-of-the-month, possess unrealistic expectations, and, consequently, abandon real value after predictable disappointments.

What is the outcome?

Folks who dread the words “training” and “learning.”

The use of gimmicks to maintain attention in the classroom.

eLearning that has people staying away in droves.

An industry that measures efficiency, but not effectiveness.

Let me be clear: I’m speaking from passion. I’m angry! The waste of resources that results is not only disappointing, it’s shameful. People need help, there are people who should be helping, and help is being dissipated in meaningless activities. It’s a racket, and I’m calling it out.

Let me also say that I’m overlooking some good instances. There are companies with enlightened cultures, meaningful learning design, effective performance support, vibrant networks, and demonstrable contributions to the organization. Not all of the industry is in need of repair, but way too much is. Most, frankly. What you are doing in your organization is likely to be represented here in at least one way, perhaps more. Don’t think you can drop out at this point, because I’ll bet that there are situations in which you’re not optimized.