Performance, training, education and learning

Updated 31 May

This thread starts with a presentation by Clark Quinn, which includes an examination of what he calls ePerformance tools. I think Clark’s work adds some clarification to the field and I agree with the intent to move away from the all-encompassing “learning” word, which is overused and misused.

Tony Karrer picks up on the ePerformance theme and notes:

I like the way he [Clark] stepped through the transition from thinking in terms of courses to thinking about broader uses of technology to support performance. His terminology around elements of what goes into ePerformance is a bit different than what I discussed in the learning circuits articles. The concepts are fairly similar.

This is followed by Stephen Downes take on the subject:

The main benefit of a term like ‘ePerformance’ for employers, I would say, is that there is no chance that learners will think that there is any intrinsic value to themselves in the transaction. Because if they did, then they would want to own the process, which is totally not what corporate e-learning is about.

I disagree with Stephen because a move toward performance and away from learning as the main objective of organisational interventions is much clearer. Performance is measurable, whereas learning is much fuzzier. organisations may say that they promote a learning culture, but all they really do is offer training. Sticking to performance also keeps the organisations out of the learning area

A performance-oriented intervention is focused on some type of desired performance that is made clear to both the organisation and the worker. The organisation wants stuff done and wants to be able to measure it. The worker wants to be able to show that it has been done and in return there is a financial transaction.

A focus on performance does not preclude organisation-sponsored learning activities. Many learning activities are obviously beneficial to the organisation, but usually not in an obvious and direct manner. Of course individual learning should be encouraged in the modern workplace where much knowledge work can not be finitely described in performance terms. But a focus on performance would have the advantage of avoiding “fire and forget” training/learning activities that waste everyone’s time.

There are many types of work performance that can be supported through tools, processes, incentives, training or other methods. A performance approach helps to ensure that what is done by the organisation is related to something that is articulated as beneficial to the organisation and the work that is done there. Human performance technology methods are one way of looking at these.

Learning is something that should be supported, but for the most part directed by the individuals. People who are not used to directing their learning will need support. I liken learning to morale. You cannot create an intervention, such as training, that will increase morale. Neither can you make people learn. You can have a work environment that supports individual learning, and there is no shortage of evidence that shows that this is good for the organisation as a whole.

My own working definitions of these terms [these are not robust, dictionary definitions, but just my own way of putting each term], which I often discuss here and with clients are:

Performance – something measurable and observable to achieve an agreed-upon objective.

Performance Support – tools and processes that support the worker in the desired performance, including, but not limited to, job aids.

Training – an external intervention, designed only to address a lack of skills and/or knowledge.

Education – a process with its main aims of socialization, a search for truth and/or the realisation of individual potential.

Learning – an individual activity, though often within a social context, of making sense of our experiences.

This means that training does not directly equate to performance improvement. Well-designed and conducted training can increase skills and knowledge if the individual is motivated and has the requisite abilities. So I would say that performance can be defined at the organisational level and training can be conducted by organisations. On the other hand, education is a social activity, usually run by the state or a non-for-profit institution. Learning remains an individual activity, with all of the variables of the human experience and much less clearly defined or controlled.

Organisations should get out of the learning business and focus on performance. Organisations can direct performance but they should only support learning. Individuals should be directing their own learning.

Thanks to my fellow freelancers

Over the past five years I’ve had the opportunity to work with, or at least try to find work, with other independent business people. In most cases we’ve worked without any contract, non-disclosure agreement or other formality. We’ve just trusted each other and it’s worked out. I’d like to thank my fellow free agents for all of their help, especially in helping me get to the five year mark (officially next week).

Here are some great people with whom I’ve shared a common project:

Will Pate – a serial entrepreneur and the smartest young guy I know

Alec Bruce – an excellent writer and commentator on the local political scene

Hal Richman – who has much experience and wisdom

Patti Anklam – smart and insightful

Marquis Bureau – a real diplomat to work with

Jay Cross – a wealth of knowledge and ideas, and fun to work with

Jim Pickard – the hardest working partner I ever had (and an engineer to boot)

Vaughn McIntyre – an experienced executive who really understands business

Rob Paterson – a true visionary

Bryan Chapman – an expert in his field and a gentleman to work with

I’ve worked with a lot of companies, but we freelancers share many of the same issues and values, and I feel a certain camaraderie with them.

I also look forward to increasing this list over the next five years, especially with our newly-formed Le Café (Jay Cross; Dave Gray; Jane Hart; Clark Quinn and George Siemens).

Photo by mpd

Time Out

Time is used to measure a lot of things in my professional world. Many people bill by the hour or the day. I have a daily consulting rate but I prefer a fixed fee linked to deliverables. In the e-learning field there is always talk about an “hour of courseware”, though no one has ever figured out how to measure it. Instead, we just merrily go along in this fantasy time zone as if we knew what we were measuring. After all, most people have bought into the notion of the industrial “person day”.

Michele Martin thinks it’s time to move away from this focus on time, and I agree.

What I find really interesting is that we finally have technology that makes it possible for us to do most work anytime, anywhere, yet we continue to stick with our same old paradigms of working in a particular location during certain hours. We also stick by our belief that time is the best measure of what we do, rather than results.

Shifting away from time and focusing on results is relatively easy for a consultant. However, I still have clients who want work described in days of effort, not results. Making this change for salaried employees would be a major workplace cultural shift and I’m not sure that it will ever happen. Salaries, working hours, and time & motion studies are part of the industrial economy’s DNA. Trying to change this would be difficult, if not impossible.

I think that a Results Oriented Work Environment (ROWE) is not really possible in a workplace that is built on industrial management models. ROWE may be possible in pre-or post industrial work but not in hierarchical organisations. You can see it in a film production, with major actors getting paid by the film, not by the hour. You also have ROWE in piece work, reminiscent of pre-industrial cottage industries. I cannot see ROWE where you have more than one or two levels of management, but that is the structure in most medium and large businesses, bureaucracies and non-profits. On the other hand, I’m sure a change to ROWE will come to many more fields of work as generations shift and time on task is seen as largely irrelevant.

An ecosystem of knowledge

Jon Husband dragged up an older post about blogging, that concludes:

Finally, an ecosystem of knowledge can develop that consists of the aggregated sets of links and content the participants in a blogalogue create. And this “body of knowledge” and understanding remains online, available to anyone who cares to become involved.

Advocates of blogging know how valuable our blog knowledge base is for our work and learning. I have over a thousand posts, several thousand comments and connections with hundreds of other blogs on a wide variety of subjects of professional interest ranging from schooling to the semantic web. The value of having a blog, reading other blogs, using a feed aggregator and making my bookmarks social and searchable has very tangible benefits. I’m actually more productive.

In spite of the obvious benefits, it’s still a challenge to get adoption of these tools and techniques with non-blogging professionals. Unfortunately, it takes more than a few blog posts to see how these can become a knowledge base or how they enable you to connect with others. The benefits take a while before they’re “obvious”.

After my first workshops on Personal Knowledge Management (using social bookmarks, aggregators, blogs etc., to make sense of digital information flows) I saw about 1% of participants actually try to adopt some of these tools. Perhaps three or four tools are too much at once, and any move to co-creating knowledge should start with the basics and only proceed to the next tool once there is a level of comfort. Here’s an idea/suggestion:

  1. Move your Bookmarks online using Social Bookmarks and some common tags for your group/team (1 – 3 months).
  2. Set up an aggregator for each worker, with a few pre-selected sites and have people Tag any posts of interest, using the Social Bookmarks that they now use (3 – 6 months).
  3. Create company or team multi-user blog focused on one area of interest or practice. Something like external training activities may be a safe place to start, with comments on how pertinent these were for those who attended (give it a year).

Your valued opinion on work and life in the 21st Century

Nine Shift

One of my favourite blogs is Nine Shift and the book of the same title is still worth reading, even after being in publication since 2003. Bill & Julie have recently been asking several questions that warrant comments, so I’m linking to them here:

What you are doing in response to expensive gas.

If you have a feature special to you in your home office.

Whether students should be penalized for late work.

Whether you think the web will help close the gender pay gap.

Here’s a snippet from the book:

As we will see, the Internet is behaving exactly in the same way as the automobile did 100 years ago in its impact on society. The auto is not used here as an “analogy”, which is defined as something “somewhat similar”. Instead the influence of the Internet on our lives is exactly a replay, a mirror, of the influence of the auto on society 100 years ago. The outcomes will be different of course, but the forces and how these forces interact and change our lives, are the same.

This book is not really about the Internet. It is more about the consequences and changes of the Internet, about how the Internet is changing how we work, live and learn in this century.

NRC IRAP Workshop Follow-up Links

Here are the follow up notes from the session in Halifax this afternoon on Open Source and Web 2.0.

The Open Source Initiative

Social Bookmarks, that are searchable and shareable, on the topics of Open Source and Web 2.0

Videos:

Web 2.0

Open Source by Greg Papadopoulos

Yochai Benkler (author of The Wealth of Networks) at TED 2005

Cathedral & Bazaar story

Tools & Applications:

If this is your first time to this blog, check out the Key Posts or look into the major threads here, such as OpenSource.

PS: For those who attended, and got a free book, I’m looking forward to the book reviews ;-)

Karyn asks, How did you get started in social media?

This is in partial answer to Karyn’s question. My first foray into using the Web for more than just gathering information was in asking questions to those who were publishing. Kieren Egan, author of The Educated Mind, posted e-mail comments on his web site, and my post from 1997 is the earliest I can find online. For the next several years, I read a lot online and made some comments. Jay Cross‘ earlier websites were a common spot for me to make comments. During this time, I used online discussion boards and many closed platforms, but not much on the open Web, as there weren’t many options.

My first step toward almost blogging was with QuickTopic in 2003, discussing topics like elearning R&D and Open Source for learning. I still find QT an excellent discussion board. I later moved to Blogger, which I found to be a more flexible platform for the expression of my opinions, such as this from October 2003:

I believe the next great business model for an elearning entrepreneur is to provide high quality installation and support services for a select group of open source learning systems. Your customers will soon realize that you are not trying to sell them the next upgrade to get more cash, because the software is free. You will be selling your knowledge, experience, and customer service. Many IT departments would be more apt to use open source if they knew that it was strongly supported. Also, there is a lot less conflict of interest when you remove the vendor from the ongoing support.

Maybe I should have invested in Blackboard stock instead ;-)

For me, social media have been closely linked with my becoming a free-agent (June 2003). Blogs were becoming easier to use, and by early 2004 I had this one up and running on Drupal. Since then, it has been a fast trip testing out so many different platforms and applications that I cannot remember them any more. Thankfully my blog has become a knowledge-base so that I can find out what I was doing and writing about four years ago.

Social media – first blogs, then wikis, bookmarks, SNS, micro-blogging, etc – have provided a richer way to engage people whom I would not have met other than online. It has allowed me to engage many communities, such as edubloggers and open source advocates. To say that social media have made a difference to my professional practice would be an understatement. Much of my current practice has become focused around social media. Five years ago I would have said that I was a training and performance improvement consultant. Today, I would say that I specialize in social media for learning and working.

Going Solo

I would have loved to attend the Going Solo conference in Switzerland last week, but alas I had neither the time nor the budget to fly across the Atlantic. I’m starting to see more interest in the option of freelancing and I think that some of this has to do with demographics (aging boomers looking for something to do) as well as economics (globalisation, outsourcing and downsizing). For instance, I was a bit surprised at the high level of interest in my presentation on Marketing Yourself as a Free-agent on the Internet.

I also see the free agent route as one of the only practical ways of currently implementing wirearchy, “a dynamic two-way flow of power and authority based on information, knowledge, trust and credibility, with a focus on results, enabled by interconnected people and technology“.

The only situations where I have witnessed a real “two-way flow of power and authority” is when I work with other free-agents. All of these relationships have been built on trust and in most cases there is not even a contract. I think that free-agents, working together, will eventually come up with the new organisational and management models required for a wired future. I don’t see how we can make incremental changes to industrial organisations and expect them to change their DNA.

If you want to see the future of business, take a look at how interconnected free-agents do business today and find out what they still need to do better.

Queen Street Studios

A theme on this blog is that of a Commons, or third-space that connects people in their work and living. The Queen Street Commons on PEI was one of the first in Atlantic Canada and a slightly different model is offered by Queen Street Studios in Dartmouth, Nova Scotia:

Fondly known as QSS, its genesis emerged from the personal and professional background of its creative director Julia Rivard. Her vision was to create a place for creatives to meet, work and share ideas. Together with her husband Trevor, Julia purchased the historic Union Protection Company property, built in1895 at 50 Queen Street in Dartmouth. In the summer of 2006, the interior of the building was transformed into a unique space and Julia’s dream became a reality. Today it is a vibrant space nurturing the creative energies of its members, and reaching out to the HRM community and beyond, to further the growth of the profession.

QSS offers various levels of membership services, ranging from $150 to $675 per year. It also houses the for-profit QSS company, which provides the nucleus of the business energy that seems to result in many opportunities for its members. Students are welcome and QSS will be offering an incubation program soon.

This looks like a focused and pragmatic business model that is growing a local ecosystem of independent companies. It is the kind of business development that our governments should be supporting, instead of creating jobs (a.k.a. indentured servitude) by luring multinational corporations to set up temporary shop in the Deep East.