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When Learning Fails
Six Classic Mistakes and How to Avoid Them


                 Tom Gram
           CSTD National Conference
              November 1, 2012
© 2010 Global Knowledge Training LLC. All rights reserved.   Page 2
Is Training Succeeding or Failing?

                                                              $60 billion annual
                                                                 expenditure (US)
                                                                10-20% successful on the
                                                                 job transfer
                                                                5% trainees self report
                                                                 applying skills at work after
                                                                 6 months
                                                                Rapid decline after initial
                                                                 training
                                                                5-10% return on investment


© 2010 Global Knowledge Training LLC. All rights reserved.                                   Page 3
What Defines a Successful Learning
Initiative?

       Audience                                              Measure

       Participants                                          Experience, Engagement,
                                                             motivation, relevance, KSA
       Training Manager                                      KSA, Cost, Effectiveness

       Line Managers                                         KSA used on the job, unit
                                                             performance improvement,
                                                             sustainment support
       Executives                                            Business results, ROI




© 2010 Global Knowledge Training LLC. All rights reserved.                                Page 4
What Defines Successful Informal
Learning Initiatives?

  Activities:                                                Results:
   Sharing knowledge                                         Speed
   Accessing knowledge                                       Innovation
    through personal                                          Productivity
    networks
                                                              Quality
   Creating new and
    emergent knowledge
   Creating greater
    collective knowledge


© 2010 Global Knowledge Training LLC. All rights reserved.                    Page 5
In My Experience So Far…

             A. All training initiatives have been successful
             B. The majority of training initiatives have been
                successful
             C. About an equal number have been successful
                as unsuccessful
             D. The majority of training initiatives have not
                been successful
             E. All training initiatives have failed to achieve
                their goals



© 2010 Global Knowledge Training LLC. All rights reserved.      Page 6
How Does Your Organization React to
Failed Training Initiatives?
        A. Failure, What Failure? We don’t know if we are
           failing or succeeding
        B. Claim success and move on
        C. Career limiting consequences for those
           involved
        D. Review, analyze causes and learn from
           mistakes




© 2010 Global Knowledge Training LLC. All rights reserved.   Page 7
© 2010 Global Knowledge Training LLC. All rights reserved.   Page 8
6 Classic Mistakes (and a bonus mistake)




© 2010 Global Knowledge Training LLC. All rights reserved.   Page 9
The Front-end Fail

          No link to business or                                   Mis-identified
           performance need                                     knowledge and skills

  Does the initiative                                        Are knowledge and skills
   support a business goal?   derived from
  Does the initiative        performance gaps
   address a performance     Are the knowledge and
   problem or opportunity?    skills pre-defined topics?




© 2010 Global Knowledge Training LLC. All rights reserved.                             Page 10
Managing “Requests”: The Annual Training Plan

                       Organizational strategy
                       Org performance trends
                       Org Development needs
                           Business Goals



                                                             Requests for training
                                                             Employee development needs
                                     Training                Training campaigns
                                      Plans




                         Performance Needs
                          Learning Projects
© 2010 Global Knowledge Training LLC. All rights reserved.                            Page 11
Business goals and their Learning
Implications

          Business Goals                                     Learning Implications

            Gain market share
            Enterprise systems                                              Business
                                                                               goal
            New product roll-outs                             Business
                                                                 goal
            Compliance and Regulation
            Quality/productivity                                         Business
                                                                            goal
            Channel development
            Employee engagement

                                                               Performance Needs
                                                                Learning Projects


© 2010 Global Knowledge Training LLC. All rights reserved.                              Page 12
Target competencies that differentiate
your organization

  Know your business critical
  processes, knowledge and
  competencies




                                                             Identify pivotal processes,
                                                             jobs, and roles. Target learning
                                                             initiatives squarely at
                                                             developing the skills and
                                                             behaviours that make your
                                                             organization stand out

© 2010 Global Knowledge Training LLC. All rights reserved.                                Page 13
© 2010 Global Knowledge Training LLC. All rights reserved.   Page 14
6 Classic Mistakes (and a bonus mistake)




© 2010 Global Knowledge Training LLC. All rights reserved.   Page 15
The Solution Slip-Up

              Instructor-Led
                                                               Informal
                                                               Learning            Social
                   e-learning
                                                                                  Learning
                                                                     Action
                  Live Virtual                                      Learning

                                                               Cognitive
                Performance                                  Apprenticeship
                  Support                                                      Communities
                                                                                of Practice
                   Games &                                    Projects and
                  Simulation                                  Assignment s
                                                                               Coaching
                Knowledge
                Management

© 2010 Global Knowledge Training LLC. All rights reserved.                                    Page 16
Solution Selection Factors

       Nature of the work
       Authentic work tasks
       Audience preferences and characteristics
       Work setting
       Location
       Cost




© 2010 Global Knowledge Training LLC. All rights reserved.   Page 17
Formal or Informal Learning?



                                                                                                  Task Variety

                                 Routine                 Technician   Craft       Knowledge
                                  Work                     Work       Work          Work
       Task
  Standardization


                                 1,000 hrs.                                         10,000 hrs.


                                 Explicit Knowledge                           Tacit Knowledge


                                 Formal Learning                              Informal learning




© 2010 Global Knowledge Training LLC. All rights reserved.                                                 Page 18
Long Term Impact Requires Informal
Learning
                                                                            T


 Expert
                                                                    T


                                                               T




                                                  T




  Novice                T


                                                             Time
                                                                        T       Formal training
                                                                                event

© 2010 Global Knowledge Training LLC. All rights reserved.                                    Page 19
6 Classic Mistakes (and a bonus mistake)




© 2010 Global Knowledge Training LLC. All rights reserved.   Page 20
The Design Disaster

 Information Glut
 Too little guidance
 The misunderstood learning objective
 Not enough relevant practice
 Strategies not matched to learning type
 Bound by formal strategies
 Event based mentality




© 2010 Global Knowledge Training LLC. All rights reserved.   Page 21
Design Backwards


      Content                                Practice                                  Business
                                                                    Behaviour
                                             Activities                                  Goal



          Make content and
          subject matter your
          last decision, not
          your first
                                                             Custom learning programs too often
                                                                   start with “content” or subject
                                                                matter–a sure fire way to produce
                                                             bloated, dull and low value programs

© 2010 Global Knowledge Training LLC. All rights reserved.                                      Page 22
Getting Learning Objectives Right

                                                       Authentic tasks




                                                             Objectives



                 Assessment                                               Practice




                                                              Content




© 2010 Global Knowledge Training LLC. All rights reserved.                           Page 23
Information Presentation Strategies

        Match information presentation strategy to learning
        objectives or learning type from taxonomies

         Knowledge/Skill Category                            Information Presentation
         Concepts                                            Examples and non- examples
         Procedures                                          Demonstrations
         Processes                                           Visualizations
         Principles                                          Use principles to solve
                                                             problems
         Behaviour                                           Behaviour Modeling




© 2010 Global Knowledge Training LLC. All rights reserved.                                Page 24
Common Practice Problems




                   No                                            Wrong               Partial
                Practice                                        Practice            Practice




                Effective                                     Practice must       Learners must
                Learning                                     target the skills      be able to
                requires                                      defined in the      practice with
              practice with                                      learning          guidance to
                feedback                                        objectives       competency and
                                                                                   confidence
© 2010 Global Knowledge Training LLC. All rights reserved.                                        Page 25
GK’s Challenge Driven Learning

                                             Layer                Purpose

                                             Business challenge   Business context and goals

                                             Scenario             Presentation of authentic
                                                                  problem or task
                                             Learning Support     Concepts, principles,
                                                                  processes, behavior
                                                                  required to resolve scenario
                                             Procedural support   Tools, aids, process guides




© 2010 Global Knowledge Training LLC. All rights reserved.                                 Page 26
6 Classic Mistakes (and a bonus mistake)




© 2010 Global Knowledge Training LLC. All rights reserved.   Page 27
The Technology Transgression

                                                              LMS can drive activity and
                                                                 volume
                                                                E-learning only as cost
                                                                 reduction strategy
                                                                Gratuitous media
                                                                Ignoring usability
                                                                Ignoring existing
                                                                 infrastructure
                                                                Technology = eLearning
                                                                Social media
                                                                Quit in frustration

© 2010 Global Knowledge Training LLC. All rights reserved.                                  Page 28
Innovate With Technology


 Be creative in how you use
 technology to support
 learning. It offers more than
 what comes out of the box.

                                                             Use technology as a
                                                             tool to innovate
                                                             rather than
                                                             institutionalize
                                                             processes that
                                                             don’t create value

© 2010 Global Knowledge Training LLC. All rights reserved.                         Page 29
6 Classic Mistakes (and a bonus mistake)




© 2010 Global Knowledge Training LLC. All rights reserved.   Page 30
Project Pressures and Requirements


                              Scope
                                                                     Complexity
                                                                     Speed
                                                                     Low cost
                              Quality                                Quality and effectiveness

Cost                                                         Time


  Faster, better, cheaper

© 2010 Global Knowledge Training LLC. All rights reserved.                                 Page 31
The Project Management Mis-step

      Project Management Cycle                               Learning Design Cycle




© 2010 Global Knowledge Training LLC. All rights reserved.                           Page 32
Getting Faster, Better and Cheaper

 Combining analysis and design stages
 Adopting rapid prototyping and agile development
      methods
     Separate practice and information
     Use technology in the design process
     Adopt informal learning strategies
     Adopt “lean” principles




© 2010 Global Knowledge Training LLC. All rights reserved.   Page 33
6 Classic Mistakes (and a bonus mistake)




© 2010 Global Knowledge Training LLC. All rights reserved.   Page 34
Barriers to transfer of learning

1. Lack of reinforcement on the job
2. Interference form work environment
3. Non-supportive organizational culture
4. Non-relevant or impractical training content
5. Discomfort with change and associated effort
6. Poorly designed and delivered training
7. Peer pressure to resist changes




© 2010 Global Knowledge Training LLC. All rights reserved.   Page 35
GK’s Design for Transfer



                                  Prepare                    Participate   Perform



    Trainee

   Training
    System

  Manager




© 2010 Global Knowledge Training LLC. All rights reserved.                           Page 36
6 Classic Mistakes (and a bonus mistake)




© 2010 Global Knowledge Training LLC. All rights reserved.   Page 37
The Consulting Crash

 Do you have a client?
 Contracting and
  partnering
 Managing resistance
 Building credibility
  and trust
 Developing
  commitment



© 2010 Global Knowledge Training LLC. All rights reserved.   Page 38
What’s your top cause for learning failures

        A. The Front end fail
        B. The Solution slip-ups
        C. The Design disasters
        D. The Technology transgression
        E. The Project management missteps
        F. The Transfer tragedy
        G. The Consulting crash




© 2010 Global Knowledge Training LLC. All rights reserved.   Page 39
9 Step Prescription for an Epic Learning
Fail
1.      Be sure your program is not                          5.   Hmm, lets use tablets!
        connected to any business or                         6.   Leave project management to
        performance need                                          chance
2.      Choose “topics” from the                             7.   Focus on teaching skills.
        current fashion rather than                               Boldly assume they will
        actual job requirements                                   naturally be used on the job.
3.      Choose a solution that suits                         8.   Provide no mechanisms to
        you rather than your learners                             refine, reinforce and sustain
4.      Load the training full of                                 skills over time. Not your job!
        information and assume                               9.   Develop all programs in a
        practice will take care of itself                         client vacuum




© 2010 Global Knowledge Training LLC. All rights reserved.                                   Page 40
“An expert is a person who
                                                     has made all the mistakes
                                                     which can be made in a very
                                                     narrow field”

                                                     Niels Bohr




© 2010 Global Knowledge Training LLC. All rights reserved.                         Page 41
Questions/Comments?



                                                             tom.gram@globalknowledge.com

                                                             @tomgram1

                                                             performancexdesign.wordpress.com

                                                             ca.linkedin.com/in/tomgram




© 2010 Global Knowledge Training LLC. All rights reserved.                                      Page 42

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When Learning Fails: 6 (+1) mistakes and how to avoid them

  • 1. When Learning Fails Six Classic Mistakes and How to Avoid Them Tom Gram CSTD National Conference November 1, 2012
  • 2. © 2010 Global Knowledge Training LLC. All rights reserved. Page 2
  • 3. Is Training Succeeding or Failing?  $60 billion annual expenditure (US)  10-20% successful on the job transfer  5% trainees self report applying skills at work after 6 months  Rapid decline after initial training  5-10% return on investment © 2010 Global Knowledge Training LLC. All rights reserved. Page 3
  • 4. What Defines a Successful Learning Initiative? Audience Measure Participants Experience, Engagement, motivation, relevance, KSA Training Manager KSA, Cost, Effectiveness Line Managers KSA used on the job, unit performance improvement, sustainment support Executives Business results, ROI © 2010 Global Knowledge Training LLC. All rights reserved. Page 4
  • 5. What Defines Successful Informal Learning Initiatives? Activities: Results:  Sharing knowledge  Speed  Accessing knowledge  Innovation through personal  Productivity networks  Quality  Creating new and emergent knowledge  Creating greater collective knowledge © 2010 Global Knowledge Training LLC. All rights reserved. Page 5
  • 6. In My Experience So Far… A. All training initiatives have been successful B. The majority of training initiatives have been successful C. About an equal number have been successful as unsuccessful D. The majority of training initiatives have not been successful E. All training initiatives have failed to achieve their goals © 2010 Global Knowledge Training LLC. All rights reserved. Page 6
  • 7. How Does Your Organization React to Failed Training Initiatives? A. Failure, What Failure? We don’t know if we are failing or succeeding B. Claim success and move on C. Career limiting consequences for those involved D. Review, analyze causes and learn from mistakes © 2010 Global Knowledge Training LLC. All rights reserved. Page 7
  • 8. © 2010 Global Knowledge Training LLC. All rights reserved. Page 8
  • 9. 6 Classic Mistakes (and a bonus mistake) © 2010 Global Knowledge Training LLC. All rights reserved. Page 9
  • 10. The Front-end Fail No link to business or Mis-identified performance need knowledge and skills  Does the initiative  Are knowledge and skills support a business goal? derived from  Does the initiative performance gaps address a performance  Are the knowledge and problem or opportunity? skills pre-defined topics? © 2010 Global Knowledge Training LLC. All rights reserved. Page 10
  • 11. Managing “Requests”: The Annual Training Plan Organizational strategy Org performance trends Org Development needs Business Goals Requests for training Employee development needs Training Training campaigns Plans Performance Needs Learning Projects © 2010 Global Knowledge Training LLC. All rights reserved. Page 11
  • 12. Business goals and their Learning Implications Business Goals Learning Implications  Gain market share  Enterprise systems Business goal  New product roll-outs Business goal  Compliance and Regulation  Quality/productivity Business goal  Channel development  Employee engagement Performance Needs Learning Projects © 2010 Global Knowledge Training LLC. All rights reserved. Page 12
  • 13. Target competencies that differentiate your organization Know your business critical processes, knowledge and competencies Identify pivotal processes, jobs, and roles. Target learning initiatives squarely at developing the skills and behaviours that make your organization stand out © 2010 Global Knowledge Training LLC. All rights reserved. Page 13
  • 14. © 2010 Global Knowledge Training LLC. All rights reserved. Page 14
  • 15. 6 Classic Mistakes (and a bonus mistake) © 2010 Global Knowledge Training LLC. All rights reserved. Page 15
  • 16. The Solution Slip-Up Instructor-Led Informal Learning Social e-learning Learning Action Live Virtual Learning Cognitive Performance Apprenticeship Support Communities of Practice Games & Projects and Simulation Assignment s Coaching Knowledge Management © 2010 Global Knowledge Training LLC. All rights reserved. Page 16
  • 17. Solution Selection Factors  Nature of the work  Authentic work tasks  Audience preferences and characteristics  Work setting  Location  Cost © 2010 Global Knowledge Training LLC. All rights reserved. Page 17
  • 18. Formal or Informal Learning? Task Variety Routine Technician Craft Knowledge Work Work Work Work Task Standardization 1,000 hrs. 10,000 hrs. Explicit Knowledge Tacit Knowledge Formal Learning Informal learning © 2010 Global Knowledge Training LLC. All rights reserved. Page 18
  • 19. Long Term Impact Requires Informal Learning T Expert T T T Novice T Time T Formal training event © 2010 Global Knowledge Training LLC. All rights reserved. Page 19
  • 20. 6 Classic Mistakes (and a bonus mistake) © 2010 Global Knowledge Training LLC. All rights reserved. Page 20
  • 21. The Design Disaster  Information Glut  Too little guidance  The misunderstood learning objective  Not enough relevant practice  Strategies not matched to learning type  Bound by formal strategies  Event based mentality © 2010 Global Knowledge Training LLC. All rights reserved. Page 21
  • 22. Design Backwards Content Practice Business Behaviour Activities Goal Make content and subject matter your last decision, not your first Custom learning programs too often start with “content” or subject matter–a sure fire way to produce bloated, dull and low value programs © 2010 Global Knowledge Training LLC. All rights reserved. Page 22
  • 23. Getting Learning Objectives Right Authentic tasks Objectives Assessment Practice Content © 2010 Global Knowledge Training LLC. All rights reserved. Page 23
  • 24. Information Presentation Strategies Match information presentation strategy to learning objectives or learning type from taxonomies Knowledge/Skill Category Information Presentation Concepts Examples and non- examples Procedures Demonstrations Processes Visualizations Principles Use principles to solve problems Behaviour Behaviour Modeling © 2010 Global Knowledge Training LLC. All rights reserved. Page 24
  • 25. Common Practice Problems No Wrong Partial Practice Practice Practice Effective Practice must Learners must Learning target the skills be able to requires defined in the practice with practice with learning guidance to feedback objectives competency and confidence © 2010 Global Knowledge Training LLC. All rights reserved. Page 25
  • 26. GK’s Challenge Driven Learning Layer Purpose Business challenge Business context and goals Scenario Presentation of authentic problem or task Learning Support Concepts, principles, processes, behavior required to resolve scenario Procedural support Tools, aids, process guides © 2010 Global Knowledge Training LLC. All rights reserved. Page 26
  • 27. 6 Classic Mistakes (and a bonus mistake) © 2010 Global Knowledge Training LLC. All rights reserved. Page 27
  • 28. The Technology Transgression  LMS can drive activity and volume  E-learning only as cost reduction strategy  Gratuitous media  Ignoring usability  Ignoring existing infrastructure  Technology = eLearning  Social media  Quit in frustration © 2010 Global Knowledge Training LLC. All rights reserved. Page 28
  • 29. Innovate With Technology Be creative in how you use technology to support learning. It offers more than what comes out of the box. Use technology as a tool to innovate rather than institutionalize processes that don’t create value © 2010 Global Knowledge Training LLC. All rights reserved. Page 29
  • 30. 6 Classic Mistakes (and a bonus mistake) © 2010 Global Knowledge Training LLC. All rights reserved. Page 30
  • 31. Project Pressures and Requirements Scope  Complexity  Speed  Low cost Quality  Quality and effectiveness Cost Time Faster, better, cheaper © 2010 Global Knowledge Training LLC. All rights reserved. Page 31
  • 32. The Project Management Mis-step Project Management Cycle Learning Design Cycle © 2010 Global Knowledge Training LLC. All rights reserved. Page 32
  • 33. Getting Faster, Better and Cheaper  Combining analysis and design stages  Adopting rapid prototyping and agile development methods  Separate practice and information  Use technology in the design process  Adopt informal learning strategies  Adopt “lean” principles © 2010 Global Knowledge Training LLC. All rights reserved. Page 33
  • 34. 6 Classic Mistakes (and a bonus mistake) © 2010 Global Knowledge Training LLC. All rights reserved. Page 34
  • 35. Barriers to transfer of learning 1. Lack of reinforcement on the job 2. Interference form work environment 3. Non-supportive organizational culture 4. Non-relevant or impractical training content 5. Discomfort with change and associated effort 6. Poorly designed and delivered training 7. Peer pressure to resist changes © 2010 Global Knowledge Training LLC. All rights reserved. Page 35
  • 36. GK’s Design for Transfer Prepare Participate Perform Trainee Training System Manager © 2010 Global Knowledge Training LLC. All rights reserved. Page 36
  • 37. 6 Classic Mistakes (and a bonus mistake) © 2010 Global Knowledge Training LLC. All rights reserved. Page 37
  • 38. The Consulting Crash  Do you have a client?  Contracting and partnering  Managing resistance  Building credibility and trust  Developing commitment © 2010 Global Knowledge Training LLC. All rights reserved. Page 38
  • 39. What’s your top cause for learning failures A. The Front end fail B. The Solution slip-ups C. The Design disasters D. The Technology transgression E. The Project management missteps F. The Transfer tragedy G. The Consulting crash © 2010 Global Knowledge Training LLC. All rights reserved. Page 39
  • 40. 9 Step Prescription for an Epic Learning Fail 1. Be sure your program is not 5. Hmm, lets use tablets! connected to any business or 6. Leave project management to performance need chance 2. Choose “topics” from the 7. Focus on teaching skills. current fashion rather than Boldly assume they will actual job requirements naturally be used on the job. 3. Choose a solution that suits 8. Provide no mechanisms to you rather than your learners refine, reinforce and sustain 4. Load the training full of skills over time. Not your job! information and assume 9. Develop all programs in a practice will take care of itself client vacuum © 2010 Global Knowledge Training LLC. All rights reserved. Page 40
  • 41. “An expert is a person who has made all the mistakes which can be made in a very narrow field” Niels Bohr © 2010 Global Knowledge Training LLC. All rights reserved. Page 41
  • 42. Questions/Comments? tom.gram@globalknowledge.com @tomgram1 performancexdesign.wordpress.com ca.linkedin.com/in/tomgram © 2010 Global Knowledge Training LLC. All rights reserved. Page 42

Editor's Notes

  1. Training departments spend too much money and time on training that has little, if any, impact on the performance of the learners. Management is in the constant cycle of allocating ever diminishing budgets which are not adequate to build training that has any return-on-investment.Learners are becoming disillusioned and unmotivated by the boring, lifeless click-through training to which they are subjected.Shareholders are seeing their organizations miss opportunities to improve performance and efficiency, and therefore the bottom line.