On May 16 I presented at the ElNet Sydney Workplace Learning Congress. This is a post on the experience.
Back in February, I received a message from Leo Gregorc asking if I’d like to present at the ElNet Sydney Congress. He described the theme of this year’s Sydney Congress as:
“Flipping Performance” – a mash up of flipping the classroom, Performance support for L&D professionals and the 70:20:10 model.
…and invited me to submit some initial suggestions on this topic. The audience would be: “workplace learning managers, instructional designers and private consultants who usually like to take away a strategy tool for implementation.”
My initial response was puzzlement. There were a lot of ideas in that theme, but it was a mashup of potential. How to turn it into a coherent topic? And one that I could plausibly add value to for this audience? I left my subconscious to ponder that as I turned my attention back to my work day….
Later that night, I had some late night inspiration for an idea that might fit with the theme. I typed a response to Leo:
I distinctly remember this being a brainstorm of ideas with myself, free typing ideas as they came. And then, wondering if I should release what were clearly embryonic thoughts, or wait & polish. I can be wary about sharing half finished thoughts…but it was late, I was tired – and – (perhaps most significantly?), I was in the middle of #rhizo14. The mindset of exploring possibilities had infected me. I clicked ‘send’.
It was positively received.
Learning #1: sharing half baked ideas is good.
In the last 8-12 months, I’ve explicitly been trying to take a more performance-focused approach to the way I handle learning requests, and the design of elearning experiences. The original inspiration for this came from Cathy Moore’s post “Is training the answer? Ask the flowchart”. This post really changed the way I viewed my role as a designer, by demonstrating how performance support could be pitched alongside a (smaller) training solution – and moreover – how these opportunities might be shaped through careful questioning in the initial client conversation.
I started trying to apply Cathy’s strategies in my own client conversations immediately after reading her post. 6 months later, and I’m reading Christy Tucker’s post “Selling storytelling in learning”. Although Christy’s post is nominally about ‘selling’ a narrative or scenario approach to clients, what intrigued me was the way she had woven business objectives and measures into the scripted conversation; it resonated because I was having some of the same conversations with clients too, and starting to consider ways to evaluate long term impact of learning solutions with the business. I even ended up having an interesting and valuable conversation with Christy about in it the comments of her post.
It was the combination of Cathy’s initial post, which got me changing my approach to client kick off conversations; plus Christy’s scripted conversation with its cleverly organic interweaving of business objectives and measures, that inspired the idea for “what” I’d present at ElNet. And…it was Ryan Tracey’s blog post “An offer they can’t refuse”, on Do-It-Yourself (DIY) or ‘home made’ video shot on a smartphone (including the conversation we had in the comments) that inspired the “how”.
Learning #2: your PLN is an invaluable source of inspiration.
The idea was to script and (smartphone) video a (fictionalised) client conversation for a typical request for compliance training, showing 1) how the conversation typically proceeds (i.e. how I used to conduct these conversations) vs 2) how these conversations can be ‘flipped’ to focus on performance rather than compliance, by asking different questions (i.e. how I now conduct these conversations). I wanted to ‘dissect’ conversation #2 – identify the points at which the direction of the conversation can be changed; and ultimately, the outcome – from training only (’10’) to a combination of skills / practise focused training (’10’) + social support (’20’) + performance support (’70’).
Conversation #1 was pretty easy to script – it was a familiar conversation I’d had many times, over many years – one which revolved around a structured set of questions to identify the client’s training requirements: target audience, learning objectives, scope of content, tracking etc.
Conversation #2 was a bit more work. Although I was able to draw heavily on a number of conversations I’d had over the last 6-8 months, identifying key moments or turning points in these conversations, and condensing what is typically an hour-long kick off conversation into 10 minutes of key moments – whilst still having it flow and make sense as a conversation required more thought. Fortuitously, as I started scripting this conversation, another of Cathy Moore’s posts “How to kick off a project and avoid an info dump” landed in my inbox. This was one of those weird moments of serendipity, as her post covered exactly the type of conversation I was trying to script. It helped me to get clarity on what I was trying to achieve, and in particular, her point about using questions rather than advice to get the stakeholders to see the solution for themselves is genuis, and something I tried to integrate into my conversation script too.
Next, because this was going to be video, I needed to cast someone to play the role of the ‘client’. I knew there were casting sites where you could source volunteer student actors and the like…I did a search and found StarNow, an excellent site where you can post (for free) listings to scout for acting talent, models, musicians, crew, photographers etc. They have an extensive directory of talent ranging from professional to student / amateur; it’s very user-friendly, and listings can be posted as paid or unpaid jobs. I posted my (unpaid) listing, and within a day had a response, from Michael O’Grady.
As I geared up to shoot the video, I did some research on smartphone video – and found the excellent “Pocket Filmmaker” series by Jason Van Genderen on CNet. The videos on tripods & stabilisers, and audio were really helpful. The two things I felt were necessary to ensure my video was watchable were 1) no hand-held shakiness 2) audible speech. On recommendations from the Pocket Filmmaker, I got a Joby GripTight GorillaPod and a Rode smartLav, a lavalier mic that plugs into the headphone jack of a smartphone. I was quite interested to experiment a bit with smartphone filming, as there are a couple of work projects that I’m considering doing similar DIY video for. So this presented a good opportunity to test out some equipment and setup.
I’d intended to take a photo of the setup during filming so I could do this “behind the scenes” post, but in the midst of shooting, forgot. So, here is my dodgy sketch of the setup.
Since I only had one lavalier mic (I would get 2 next time…), we clipped it to Michael, and sat fairly close, so that it was effectively pointed between us. His voice still picked up louder than mine, but some post-production audio editing corrected that sufficiently. We put the phone and tripod on top of a box, so that we could get a level framing of our heads in shot. I didn’t draw it in the dodgy sketch, but we also had our scripts on the table in front of us for reference. We framed the shot so these were out of view.
Although I researched a number of free video editors, I ended up just using Windows Movie Maker. Aside from it appearing in several ‘best free video editor’ lists on the internet (e.g.), it had a very low learning curve and I didn’t have to download anything new. Since my requirements were basic – just needed to be able to split video and add text captions – and I didn’t have a huge amount of time (I waas still editing up to the Night Before the congress!), this met the need perfectly well. I posted this on twitter during editing
Learning #3: be resourceful. Use new experiences as an opportunity to experiment.
Dissecting the conversation: strategies for a performance outcome
When I reviewed conversation #2 (the ‘performance focused’ conversation), I decided it would be helpful to consolidate/ categorise key moments into a number of high level strategies. This is what emerged based on the conversation I’d scripted (bullet points are effectively my speech notes):
1: Focus on objectives, not solution
- Start with an open question (e.g. ask for project context / background) rather than scoping the specifics of the requested solution. This opens up opportunities to follow up with questions clarifying the business objectives.
- In most kick off conversations, the client will want to talk solutions. Steer conversation away from this, back to clarification of business objectives. You’re not in a position to discuss solutions until you know what the problem is.
- Probe to get specifics on the business objectives – you’re aiming for measureable, time focused objectives. Something you and the client can go back to in 6 or 12 months time to gauge success.
2: Behaviour not content
- Focus your questions on the specific behaviour change required to achieve the business objective. At the core of every compliance requirement is behaviour change- organisations can only be ‘compliant’ with regulatory requirements when their employees are able to action what they know, not merely show what they know (short-term – e.g. in an assessment). Identifying this behaviour or performance outcome is critical to developing a solution that will actually meet the business objective.
- Ask probing questions to find out as much as you can about the nature of the behaviour change required. It’s not demonstrated here in this discussion but it may also be very useful to go to the work environment of the target audience to see the environment for yourself, and talk to them to get direct insight on their daily challenges, fears, motivations and any other factors that may be relevant.
3: Acknowledge the ’10’, explore the ’70′
- Acknowledge where and how the ‘10’ (formal training) might play a role; but take time to explore the ‘70’: workplace support needed to change the behaviour / achieve the performance outcome – beyond the initial training.
4: Use data to build your case for the ‘70’
- Use data or examples from your prior experiences to build a case for the ‘70’. This could come from: previous projects you have been involved in, evaluation (level 1) feedback from employees in previous training rollouts, your own experiences of undertaking formal training, or as a facilitator/trainer/instructional designer.
- Be clear on the limitations of formal learning approaches (e.g. content in LMS vs easily accessible performance support). Use examples to back you up.
- Reframe the discussion: from training to performance support (or informal/social – balance depends on the specific requirements of the project).
5: Use/adapt/hack any existing resources
- Make the most of any existing resources the business may already have – identify, use and adapt these for performance support (rather than simply as content in the training)
6: Scope the ’20’: social / informal support
- Explore the ‘20’: what social / informal support could be harnessed or developed – this is essentially about facilitating an intentional social environment that can help support people to change behaviour / achieve the performance outcome. Look at what support is available in the target employees’ work environment now, then look at how it can be supported better, and made more intentional. Social learning is not new. It’s already currently happening every day (e.g. every time an employee turns around to their team member to ask where to find a document or how to do a task they are utilising the social / informal support network around them). The goal is to make it more intentional and effective.
- This might involve identifying suitable people within the target audience’s work environment (e.g. their manager / supervisor)…or if none currently exist in the target environment for the required behaviour / performance outcome, identifying suitable people in the environment who may be able to play the support role (e.g. assigning ‘system champions’ to provide support). They may need some additional support or upskilling, plus manager buy-in to successfully fill the social/informal support role. We can help the business provide this support (e.g. ‘train the trainer’ upskilling)
7: Integrate comms & change with learning
- Position comms and change as part of an integrated learning approach – targeted comms delivered pre and post learning can support a ‘campaign’ approach to the learning intervention. Pre-learning comms can support employees to be more receptive of the change and learning intervention; post learning comms can help support and embed behaviour change (> directing employees to performance support and social / informal resources that can provide ongoing assistance post-training).
- Encourage the business to develop a relationship with the internal comms team (if you have one). It is ultimately the business’ responsibility to make this happen; although you can provide advice, encouragement, help facilitate it, and collaborate with comms on messaging to ensure it is consistent and integrated with learning.
8: Identify how business goals will be measured
- Probe the business to identify how the business objectives will be measured – this then becomes the business impact measure you follow up with them on in 6 or 12 months time, to gauge success (Level 3 & 4 evaluation)
- Leverage the business’ previous experience and knowledge of what works in their business environment / work context to identify appropriate ways of measuring success and appropriate performance support strategies.
- Open up the conversation (& be open to new ideas yourself), share, and exchange ideas –> converse collaboratively to develop holistic, solutions with long term impact.
Here is (part of) my presentation which I uploaded to Slideshare. I didn’t include all the videos since it was quite fiddly to do so on Slideshare (had to upload individual videos to YouTube, then insert videos as new slides)…this is probably enough to give you an idea.
Overall it was a great experience, and a lot of fun. I thank the team at ElNet especially Michael Gwyther (@mickgwyther), Shai Desai (@LearningPlan) & Leo Gregorc (@mundigoana) for giving me the opportunity and putting on a great event. (Planning to do a Storify covering reflections on the day too…soon).