This Blog presents my "Thoughts About" and "Experiences In" ... ISD and HPT... to Improve Performance Competence ... for the sake of the Stakeholders. - Guy W. Wallace, CPT
I have been publishing and presenting on ISD and HPT - Instructional Systems Design and Human Performance Technology - topics and methods since the early 1980s. Many, but not all of my Blog Postings here are sourced and reworked/recycled from those. For a complete listing of my published articles, chapters and books and my presentations at professional events, please go to www.eppic.biz/about.htm

Thursday, May 28, 2009

Getting the Blend of Formal and Informal Learning & Sourcing Right















One size does not fit all. Blends usually work better. Not always. But most often.

As always, it depends.

There are many stakeholders of an Enterprise:


  • Society/the Planet
  • Governments
  • Owners/Shareholders

  • Executive Management

  • Management
  • Customers
  • Employees

  • Suppliers

  • Communities
They each may have different demands and desires, but most want Performance Competence at one or more levels of the Enterprise: Enterprise, Process, Teams and Individual People.

To enable that Performance Competence the Enterprise must invest in the tools/techniques for Formal and/or Informal Learning and Sourcing.

Formal versus Informal
One type of blend. Formal is planned, deliberate. Informal, not so much - or "at all." And that's OK.

Another type of diversity.

















Learning Overview
The key question: is learning - which is ability to recall - needed/necessary "and" feasible?

Should that be "invested in" or not? If recall isn't needed - although it may be desired - it may not be feasible/practical? You may want it - but it might be like zero defects - not feasible in a world chock full of variation.

Formal Learning
Pushed or Pulled. And tracked. Planned because of its criticality "to the Enterprise." It's high risk - high reward. You got to make "it" happen. You measure the heck out of it - both the process that makes it happen and end product - the competent individual and/or team. You insist that the Learner finished their Modules and successfully!!!!

Should be focused on the terminal objectives: performance competence. Not topical competence.
















Informal Learning
Pulled. On demand. Not planned or tracked. Traditional and/or non-Traditional. You don't measure the heck out of it 9 ways to Sunday. You don't care if the Learners "finished their Modules." You hope they got what they needed and then bailed!
















Learning Summary
Learning leads to "recall" or it failed miserably! When the Learners/Performers don't get opportunities to practice in the job, in the workflow/process, you re-train. To enhance future recall ability - when needed. Because of the high Risk/Reward nature of the performance and its consequences.

Rule: High Rosk/Reward needs FORMAL LEARNING. Less Risk/Reward defaults to Informal Learning.

Sourcing Overview
When people do not need to recall - or that isn't practical - let them source what they need. Source data or people.

Formal Sourcing
Pushed and/or Pulled. But planned - and then tracked. Pushed when needed: think: pop up help screens when on certain pages. Or the giger counter clicking when near radioactive materials.

When the Performers don't need to "recall" - or when that - desirable as it might have been - isn't feasible/practical. So you let people source the facts and guidance that they need to perform.

















Informal Sourcing
Not planned, not tracked. Data and guidance made accessible - but - whatever. Whatever, whenever, however.















Sourcing Summary
When you don't need recall ability - or it's not feasible - let 'em source!

PUSH versus PULL
Another Blend-type. Another type of diversity.

Push is - make them do it! Pull is - whatever.


Formal can be either Pushed or Pulled. Informal is typically Pulled.
















Learning & Sourcing Modes/Media
Watchwords: this to shall pass. Or- this too shall change.

Whatever we have now - is likely to be different as technology advances roll on... and on... and on.
















More modes/media exist today than back in the day. Some fall off the table and some remain.















Today - and I may be missing some (please comment):

ILT-synchronous and a-synchronous, on-line meetings, WBT, Coaching, Mentoring, Web 1.0, Blogs, Social Networks, Wikis, Mobile Phone/PDA, etc.

What Governs and Constrains?
Task performance requirements. What's available. Development/implemenation and maintenance first costs and life cycle costs.
















Recall - or - Not Recall?

That is the question. Or a question.

Formal or Informal?

That is the next question!































This is important:















"In fact, the evidence from the past 50 years of research on this issue is unequivocal – unguided or minimally guided discovery and constructivist learning programs simply do not work for more than a very small percentage of people."

From ASTD 2005 Research-to-Practice Conference Proceedings “How to Turn Research into Successful Practice: A Technology of Performance Design for Organizations, Teams and Individuals “ - Richard E. Clark Rossier School of Education, University of Southern California - clark@usc.edu

# # #

5 comments:

Kevin Jones said...

A key there, I think: "unguided or minimally guided discovery and constructivist learning PROGRAMS..." Does everything we create for other have to come in the form of a program? Or can we just give them the resources they will need and WHEN they need them they will take advantage of them?

My "unguided" discover of what I want / need to learn has been VERY effective. There was not a program around it but the resources were there.

Sometimes I think we get too hung up on creating a full blown PROGRAM with all the expectations that come with it, when something much smaller / better will do.

Kevin Jones said...

Another thought - I don't know that I agree with the statement "Learning leads to recall or it has failed miserably." Very often as I casually learn or even in a formal setting, what was presented is not what I learned, but it gave me some other stroke of insight that changes my behavior. I may not remember what it was that originally was said or presented or shown, but I am better for it.

Guy W. Wallace said...

I pretty sure that the term PROGRAM is not the equivalent of a Course - but more toward a set of curricula - an overall approach to learning. Much as Program Management is management of a cluster of related Projects. Here is a link to that document:

http://www.cogtech.usc.edu/publications/kirschner_Sweller_Clark.pdf

And here is a prior post of mine about all of this:
http://pursuingperformanceblog.blogspot.com/2007/11/debate-continues-over-why-minimally.html

And here is more on my Blog about the research findings from Dr. Richard E. Clark of the "Center for Cognitive Technology" at USC can be found by searching on his name there. Also there are many other PDFs at their site.

Guy W. Wallace said...

Kevin- re: your 2nd comment - that is a key - "what is learning?" When I ask this question most answers from traditionalists and some non-traditionalists is: recall. More non-traditionalists are much more inclusive. Sourcing some information/proceedure in some EPSS or paper system and then "forgetaboutit" is learning too to them. Hard to measure learning then in that case: I did do it once but now would have to re-source the info/procedure to allow me to do it again. Hopefully there is time to do so.

Personally I'd rather separate Learning from Sourcing (you still need to learn how to Source) than blend the two into one thing. I'd rather blend the two as alternatives for achieving Performance Competence. Learning via Instruction and Information via Sourcing that are both performance-based (for an Enterprise Context). I know that is not where most of the crowd is taking the dialogue. I'm just being contrarian to that particular flow. I'm not against the use of Web 2.0 tools/technologies or Informal Learning as part of the "blend" to achieve Performance Competence. When the ROI and feasibility of Formal Learning does not pass the hurdle rate or sense-test - then the default is Informal - and there are tools/technologies to enable that - that should be considered. I'm also struggling with Social Learning seeming to be always/mostly Informal and not inclusive of Formal. Social Media is one thing - but not quite the same as Social Learning - but that's just me.

Cheers!

Guy

Guy W. Wallace said...

Kevin-

As I re-read my post - you are right about Learning and Recall and Fail - it should have read Learning should lead to recall or the ability to quicky retrieve or it failed. Formal for the former, Informal for the latter. Thanks for the catch.

Now...to fix - or let it stay as is???

Guy

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First (Second really) Presentation on the CAD Methodology - April 24, 1985

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