Let’s Bring Human Interaction Back Into Training

I love technology.  I really do.  I generally don’t have any problems with the accomplishments or advancements we’ve made and I’m not looking to abolish any of the triumphs or practices we have in place as a result of technology, but there are some things we have to step back on a bit.  One of those things is the extreme volume of self-paced, internet learning, e-learning, independent study, etc. types of programs out there.  We’ve accomplished a great deal in regard to these self driven types of programs and they do have value – yet I think we’re losing touch with the human factor.

When I started in the training business, the internet was still fairly youthful and humanity hadn’t yet realized all the potential it held (we still don’t, but we were a much longer ways away from it then).  There was no such thing as online learning.  You could download training materials and references, maybe even submit test answers online (although the norm was still to fax answers), but that was about as interactive as it got.  The next step was pretty pathetic – uploading slides in a PowerPoint format or something similar, to the internet for people to view.  As time progressed, we saw great advances in online learning.  Now we have video, audio, in-course quizzes and learning checks, even biometrically-driven verification systems to ensure that it’s still you taking the course (don’t believe me?  take the defensive driving course on-line).  Courses are much more comprehensive and provide both internal and external links to additional information and content areas.  I think it’s fantastic and we can’t stop this advancement – but we can’t let it take over, either.  All things in moderation.

People need interaction.  In 1970, Malcolm Knowles identified, as one of his six characteristics of adult learners, that adult learners are generally autonomous and self-directed.  While this may be true, it doesn’t mean that all learning is to be accomplished in isolation or without facilitation.  Adult learners still need human interaction.  While the degree of interaction necessary may vary based upon each individual’s preferred learning styles and personality type, that need still exists.  This is an interaction that generally can’t be replaced by games or other interactive components in e-learning programs.  Yes, many adults love the concept and process of self discovery, and some will excel greatly at absorbing information completely on their own, but most people need and desire human interaction.  We can’t forget this.

Some content areas are much more suited (read: ideal) for e-learning.  I recently began working with a company that has employees nation-wide.  E-learning is certainly the best structure to disseminate required programs such as business ethics and workplace harassment.  In fact, these programs were extremely well done.  They used a lot of audio, pictures, and knowledge checks throughout the programs.  They were designed to provide variety and appeal to the senses.  They were well structured and didn’t contain any of the cheesy videos many of us remember from previous iterations of these types of programs.  I can honestly say that I preferred these in an e-learning format over any previous classroom experience in the same subject areas I’ve ever had.

Why do programs like ethics and workplace harassment work very well in an e-learning format?  Because, if designed well, they require very little human interaction to facilitate the learning process.  There are programs that I have taught for many years, however, that MUST have human interaction, such as incident management and emergency planning topics.  I think the key here is that they are complex topics, with a lot of variables, and the real world execution of these topics requires team work and human interaction.  You can’t manage an incident inside a barrel nor can you write an emergency plan (a good one) without input from an entire team of people.  The instructors have to have experience in these areas and be subject matter experts that the learners can consult throughout the class.  Access to an SME helps the learners become more comfortable with the topic.  All this said, do these courses need to be delivered in a classroom environment?  Not necessarily.  We can still be interactive with others without being face to face.  It’s all about creativity, leveraging technology and other resources, and paying attention to the needs of our learners as well as the objectives of the courses themselves.

We have a number of distance learning options we can leverage, from webinars, to video teleconference, to chat room types of environments (and these can be highly integrated such as the ones used by educational institutions).  Does course participation (in whole or in part) have to be synchronous (the instructor is present with all learners at the same time) or can it be asynchronous (the instructor and learners can log in at different times, able to download and upload materials and leave messages for each other)?  It all depends on what needs to be accomplished.  Once again, as in previous blogs, I defer back to the needs assessment.  The data collected from the needs assessment will provide an astute instructional designer with information necessary to identify the delivery modes that would be appropriate for the learners.

With all the technology we have available to us, I think many learning organizations are being seduced into using e-learning platforms for everything.  E-learning and content management systems are very powerful and valuable tools, but can’t forget the human factor.  We need to be very careful with what we use and how we use it – and ensure that we are meeting the needs of our learners in the best way possible.  I encourage you to use caution and always consider what is best for the learner.

It’s about the customer, stupid!

Yesterday I received my very first issue of Training Magazine in the mail.  After over 16 years as a training professional, I’m really not sure why I never read Training before – but I’m glad I started.  Right off the bat I was quite pleased with what I was reading.  Like many trade magazines, the edition opens with a letter from the editor.  Lorri Freifeld, the editor in chief of Training, does just that.  Her editorial is titled ‘Ask and You Shall Receive’, and includes an example from training professional Michael Marr, who mentions that training folks have a tendency to agree to developing and delivering training without out determining the true need.  Lorri expands on this by illustrating the simple process of going to a coffee shop.  They don’t just hand you a cup of coffee when you go in (well they do maybe if you are a regular there), instead they ask you what you would like.  As trainers we must always keep our finger on the pulse of the needs of the customers.

I’ve blogged previously about the necessity of conducting training needs assessments and how critical they are to learner outcomes.  Yes, sometimes the need seems very apparent, and you may be right, but peel back the layers of this anyway just to make sure.  Not only does this give you the opportunity to verify the purported need, but it will also give you insight into the driving forces behind that need – which may lend itself well as fodder for training content.  You may be surprised to find that the issue is not training related at all, but rather a fault in the process or equipment.   Remember, training is the greatest example of the ‘garbage in – garbage out’ theory.  If you don’t invest your time, energy, and resources into making a quality product that meets needs, then you are simply wasting the time, energy, and resources – and in this economy, more than ever, we can’t afford to waste those things.

The Death of ADDIE?

In a recently received email solicitation for ASTD (American Society for Training and Development) membership, they are offering a free copy of Michael Allen’s new book Leaving ADDIE for SAM.  Like many practicing trainers who also design and develop training material, I’ve used the ADDIE model my entire career to facilitate the process.  ADDIE, if you aren’t familiar, is an acronym for the steps in this universally accepted instructional design process standing for Analysis, Design, Development, Implementation, and Evaluation.  This process, when used properly, is a key to success in instructional design.

 

So, being intrigued by this concept of replacing ADDIE with another model, I did some research on the new model – SAM – which stands for Successive Approximation Model.  I came across a few articles and blogs which helped explain things to me.

This article is from Allen Interactions, Mr. Allen’s company which is promoting this new model.  Here’s another blog which promotes the Successive Approximation Model.  While these articles provided me with some insight and clarification on the SAM process, I’m honestly not sold.  I don’t think the ADDIE model is broken – any identified deficiencies (Mr. Allen identifies seven of them) are, in my humble opinion, errors in use rather than the model itself.  One must know how to use the model to be effective.  That’s like saying that a computer is broken because the user doesn’t know how to operate it.  I was actually put off by the insinuation in the previously linked article that the ADDIE model lends to ‘boring, lifeless training’.  I’m sorry, but no model is going to lend itself to or prevent that – that’s completely on the shoulders of those who design the training.  Admittedly, I’d like to learn more about SAM, but these are my first impressions.

All this said, can the ADDIE model be enhanced?  Absolutely.  There have been several modified ADDIE models proposed over the years, yet none have seemed to stick.  The essential differences in these models, including what’s captured in Mr. Allen’s SAM process, is to make the model less linear and to include feedback loops within the process for regular look backs, particularly to the data from the analysis phase.  The problem with these models, including SAM, is that they seem to require redundancy.  There are certainly instances when such redundancy is not necessary.  Regardless of these differences, I’m not sure that the ADDIE model was designed to be a strictly linear process anyway, and anyone who is a slave to a process without regularly reflecting on the quality of the product/outcome (and in training it’s all about learner outcomes) is likely in need of some remedial training on the matter.  I actually prefer this cyclic visualization of ADDIE to better show the interactions between the phases.

ADDIE Viewed as a Cycle

The initial instructional design training that folks go through may actually be the root cause of the problem.  If they are not taught to utilize flexibility inherent in the process then they obviously won’t see that flexibility.

The bottom line, regardless of what process we use, is that we must produce quality outcomes.  No outlined process will give us all the answers or a turn by turn roadmap to lead us to success.  We need to use our brains and apply what we’ve learned while keeping our ultimate goal in mind.

I’d love to hear your thoughts on the matter.

Find Out What You Need

As mentioned in previous posts, I am, by trade, a trainer.  Many of those years have been in the realm of public safety and emergency management, but I’ve had the opportunity to apply my trade to a few other areas as well.  Quite possibly the most important things I’ve learned, both by training as well as  experience, is the necessity of a needs assessment.  A needs assessment, as defined by The 30-Second Encyclopedia of Learning & Performance is “a systematic study or survey of an organization for the purpose of making recommendations, and is often employed … to get to the cause of a performance problem.”  This definition is on page three of the book, by the way.  It’s that important.

In training and other professions we do needs assessments all the time; some formal, many informal.  So informal, in fact, that oftentimes we don’t realize we’re doing them.  I’m big on common sense and in trusting professionals, but I think this oft lackadaisical approach leads to incomplete and sometimes shoddy results – not where we want to be as professionals.

In the instance of doing a training needs assessment of an organization, one needs to be certain to assess both internally and externally.  One internal focus, obviously is the employees themselves.  First, we look at the tasks – what do they do, how do they do it, and how well do they actually do it (aka actual outcome).  We compare this to expectations the performance expectations (which, ideally, are documented).  The gap between actual outcome and expected outcome is, usually, a training need.  These would translate to what I call Tier I training needs – those necessary to do business.

To digress a bit, here’s where a trainer often times becomes an organizational development consultant.  Likely, the processes a company performs haven’t been looked at in years, with layers of policy and procedure added every time a problem was identified.  The trainer, upon examination, may find that the process itself is faulty or outdated, which wouldn’t be a performance deficiency of the employees.  These types of findings should be noted to management immediately.

Still looking internally, the trainer also needs to look at the wants and desires, in terms of training, of both management and the employees.  Management may have training they want applied to all employees (by the way, this is worth analyzing, as often times something like this is ‘a good idea’ vs something identified by way of a needs assessment’) and the employees themselves (or their union) may want to incorporate training to allow for development, career paths, etc.  These are all certainly viable candidates for Tier II training needs – those that aid the organization.

A good needs assessment must also look externally as well.  The Tier I external factor would be safety and regulatory requirements – i.e. the legal things that must be done, such as OSHA training.  External Tier II factors would be non-required industry standards.  These are things usually obtained by way of certifications, conferences, etc.  While they aren’t necessary, they can help the company’s resume and aid in keeping the company near the head of their industry.  So often do we see these as some of the only trainings that employees receive, which is very frustrating.  These are typically rather expensive (especially when you factor in lost productivity and travel), are not focused (at least on the needs of the employer), and the ‘training’ received is usually not shared at all with the employer.

Needs assessments are certainly applied in other areas.  In emergency planning we do things like a hazard analysis, a vulnerability assessement and a capabilities assessment to determine preparedness needs.  In emergency response we do a situational assessment to determine what is needed to resolve the incident – often times over and over again, as these needs change as the scope of the incident changes.  In disaster recovery we analyze the needs of victims and survivors so we can provide the best services to them.  Needs assessments are vital to many professions and fields of practice.  It seems we’ve lost the quality of services that managers and customers expect.  I feel that much of this is related to people being lazy, not taking pride in what they do, and taking short cuts in their work.  If you short cut a needs assessment, you cut short your potential.  Do it right and start off your whole process with the right information to do the job right.

Duarte Done

A few days ago I finished the latest Nancy Duarte book, Persuasive Presentations, published by Harvard Business Review.  See my earlier post, Presentations… Inspired, for some additional background on this.

Photo courtesy of Alex Rister who also wrote about this book.

Persuasive Presentations was a very fast paced read.  I love the format of this book.  It was composed of a number of mini chapters, each only two to three pages long.  Nancy is no hypocrite – she practices what she preaches.  While a book is no presentation, many of the concepts regarding habits of adult learners, attention spans, etc., still apply.  Therefore, she chopped her content up into small manageable bites.  No long drawn out chapters here.  No complicated explanations.  It was all very straight forward.To help drive home the point, she makes external references, provides graphics and illustrations, and cross references within the book.  She covers everything from the needs assessment (audience and topic), to development, design, format and medium, reading the audience, presenting via video, incorporating social media, and follow-up.  This is a great book for the new presenter or trainer, or the seasoned professional.  I can even see it as reading for an undergraduate level course on communications and presentations.  Nancy covers all the relevant topics including contemporary subject matter.  A great read – highly recommended.  Thanks Nancy!

Presentations… Inspired

For those of you who may not know, I am, by trade, a trainer.  The emergency management stuff came after my early forays into training, and throughout my emergency management career I remained a trainer.  Obviously a big part of training is what we call ‘platform skills’ (aka being able to present).  I’ve been a trainer for over 17 years now and I’ve been sought after across the country for training and presentations – so I guess people like what I do.  I know, though, that I have a lot of room for improvement.  Through the years I’ve learned from many people – assimilating parts of their presentation style into mine, honing my skills.  I’ve learned to not be so stiff and to relax; I enjoy doing presentations and I learned that I’m a better presenter by simply showing the audience that I’m having a good time.  I try to always learn something from a speaker or presenter – and sometimes it’s not their content, but how they deliver it.

I’ve recently had the pleasure of reading material by Nancy Duarte.  Nancy is a communication expert who owns one of the most successful non-tech businesses in Silicon Valley.  Nancy has authored the books Slideology and Resonate, and just released a book for Harvard Business Review called Persuasive Presentations.  While I’ve not read Slideology, I can personally attest that Resonate was a great book – a great book made totally astounding in the ibook format.  Yes, ibook, not ebook.  If you are not familiar with ibooks, they are interactive books.  Resonate incorporated a great deal more content than could possibly be in the print version by including both internal and external links, video segments, and more.  Presentations, after all, are a multi-media experience – and she proves that point by the medium of the ibook.  Never fear – it’s not at all distracting, as the ibook format is a self guided experience.  Don’t want to watch a video?  Then you can skip it and continue reading.  Very user-friendly.  I believe the only means of getting it, however, is at the Apple Store.  Anyhow, Nancy’s approach to presentations is refreshing.  She has studied a history of great speeches, analyzed the patterns and flow of those speeches, and formulated methodologies to help bring you success by following those patterns.

As I mentioned, Nancy just put out a new book for Harvard Business Review called Persuasive Presentations.  I ordered it yesterday and I’m quite looking forward to receiving it.  It’s a paperback and Nancy explains that she has incorporated the best parts of her previous two books as well as some new content.  I find her material to be great for an experienced presenter as we continually seek to hone our skills.  While a new presenter or trainer might get a little overwhelmed, I still think they can learn a lot from her.

In case you’re wondering, I’m not being paid to advertise for Ms. Duarte – I’m just passing along some great resources.  I encourage you to check out her website.  She has some good info on there.  If you have 20 minutes to kill, sit through her TEDx presentation – it’ll give you a good overview of her philosophies.

Excelsior!