Extending Learning through Yammer

Take a look at the two machine parts in this picture.  They are Vacuum Deck Blower Motors.  When presented next to each other side by side, it is pretty easy to see that they are not the same.  The one on the left is slightly taller.  If you were to go inside the housing you would see that they have different constructions and different controllers.  That is because they are made for different machines and they are not interchangeable.  But if you didn’t have them standing right next to each other, you might easily mistake one for the other and place the wrong one in the wrong machine during maintenance or while making repairs.  Some of our service representatives have made that mistake.

Of course, when they go through training they are instructed on the differences in usage and labeling so they can recognize and install the right part into the right machine.   Fortunately our equipment is pretty reliable which means there might be a long interval between the time service reps receive this training and the time they might actually have to make this repair.   It is easy to see how they might forget what they’ve learned and install the wrong part.

That is one of the frustrations expressed by the Technical Training Instructor who leads the class in which this is covered.   He is an excellent instructor.  He covers everything the reps need to know, gives them a chance to practice doing it, and provides appropriate feedback before sending them out into the field.  He had been doing this for years and hoping for the best, until he discovered Yammer.   Now he extends the learning beyond the classroom by sharing tips and tricks that the service reps can easily access off of their laptops or mobile devices at the point of need.   The picture of the vacuum deck blowers is actually part of a job aid he attached to a post in the Yammer group he recently created.  In the short time since this group has been up and running, he has been able to share pictures, videos, and job aids -  and generally give the service reps the benefit of his expertise at the point of need.  At the same time, he is learning from them.  He is learning about the challenges and the most common problems they face in the field.  This information allows him to incrementally improve his classroom training approach and materials.

Praying for the Right Answers

A few months ago, the Catholic Church decided to make text changes in some of the hymns, prayers and responses in the Sunday Mass. Apparently the intention of these changes is to have the English translation of the Mass more accurately reflect the Latin from which the Roman Missal was translated.

Now as a life-long Catholic, I am pretty much on autopilot when it comes to delivering my responses during the Liturgies of the Mass. The new word changes just don’t feel normal or natural, so it will probably take the second half of my life to commit them all to memory.

As I was looking around in church today, I could see that my fellow parishioners are pretty much in the same boat. Many of the devoted have been at this much longer than I have, so I can imagine the challenge of breaking away from the old habitual responses and replacing them with new phrases is even tougher for them.

Of course, the Church has updated the prayers and responses in the Monthly Missalettes that are scattered about the pews, but that alone is not enough to help people through this change. To provide additional support, the Church has created a double-sided laminated card that you can pick up and quickly scan when you find yourself getting tongue-tied or out-of-synch with the rest of the congregation during those moments when your voices should be joined together harmoniously.

Today, it was obvious our parishioners are relying more heavily on this card than the Missalette. As a workplace learning professional, this just reinforced for me the importance of helping the employees in my company to get simple answers to work issues into their hands when they need them. For quick answers, a good job aid beats a good manual any day. Similarly, using instant messenger or other social media tools to quickly connect with subject matter experts at the point of need, beats sitting through a formal class that is disconnected in time and space from the moment real answers are needed.

The bottom line is that we in the workplace learning industry need to continue to capitalize on the social media tools and technology that allow us to imbed learning into the workstream so that our workers are getting the right answers when they need them and we are all singing from the same hymnal.

3 Ways to Foster Collaborative Learning #LCBQ

The Learning Circuits Big Question (#LCBQ) for June asks:

 How do we break down organizational walls when it comes to learning?

To me, this is really a question about organizational readiness for collaborative learning. As I assess my own work situation, I think about the expectations the business leaders in my company have about what learning is, and I think about the dynamics within the learning group. In both cases, there is some change management needed. Here are three things I focus on to foster the evolution of collaborative learning in my organization:

Help people recognize that formal learning is not always the answer. Business leaders often come to us saying, “We have a training need.” In their mental model of the situation, they envision people sitting in a classroom for a couple of days, or going online to complete a few elearning modules and the problem is solved. Likewise, it is a knee-jerk reaction for instructors who make their living in the classroom, or for course developers who produce and publish elearning, to think of formal learning as a solution first. Sometimes this will be the answer, but in many cases, slowing things down and considering other alternatives can yield creative and effective solutions other than formal learning. The communication tools and connectivity we have today through our laptops, mobile devices and social media create many possibilities for learning through collaboration.

Partner with the geeks. Every company has them. They are the IT people who are always pushing for the latest technology upgrades; the marketing people who blog, tweet and update company events on facebook; the recruiters who do all of their networking and sourcing through LinkedIn. They have made the leap from the traditional ways of doing things in their field to newer approaches. They recognize the power of the community and the relative ease with which people can be summoned and organized through social media at virtually no cost. It is among these folks that you will find champions for change who will help you knock down the walls.

Let communities grow organically. While it may be tempting to try to jump start collaborative learning by requiring people to sign up and participate in social media groups, this really cannot be forced. Collaboration through social media, for learning or other purposes, has to be an “opt in” experience. The most successful communities are built around common interests by people who want to be there because they are passionate about the topics or issues being discussed. That doesn’t mean you have to sit back and wait. As a learning person you should be present and visible on social media in your organization. Model behavior for business people and your learning colleagues. Seed the waters in the conversation stream by sharing resources and links around topics that are of interest to your learners. They in turn will be encouraged to join in the conversation and share as well.  We have been doing this for some time at my company. Check out this blog post from January 2010: Social Media Strategy for Learning for information on how we have been doing this using yammer.

3 New Roles for Learning Professionals Driven by Web 2.0 #LCBQ

Last month, the Learning Circuits Big Question (#LCBQ) asked, “How can you address the "I want it now!" demand from stakeholders?” You can read answers from those who were asked to weigh in at the Learning Circuits blog, and you can read my response here. To follow up on that question, the #LCBQ for May is:

How do we need to change in what we do in order to address learning/performance needs that are on-demand?

My read of this question is that it is asking us what new elements we as learning professionals need to add to our jobs to support our learners in the on-demand world of instant answers available through web 2.0 search engines, social media, and online collaboration.

I’m not an industry researcher or thought leader so I’m not pretending to an expert on this topic. But as a person who makes my living as a workplace learning professional, I can share my perspective on what I’ve had to do differently to embrace these tools and incorporate them in the mix of solutions available to the learners at my company.

As I see it, there are three new roles I’ve been playing because of web 2.0 that either didn’t exist - or I didn’t need to play - years ago.  We as learning professionals need to consider these roles part of our job in today's world:

Personal Knowledge Manager – For years, we talked about capturing and documenting organizational knowledge to enable business continuity in knowledge banks and other places. Now with the glut of information that comes at us each day, we need to think about knowledge management on a personal level too. We can’t possibly keep all the available information in our heads, so we need to come up with ways to organize, store and retrieve content ourselves, for both our own personal knowledge and for use in helping our learners. Online note taking tools such as OneNote or Evernote can help us capture thoughts, ideas and things we hear; while bookmarking tools such as diigo or del.io.cious can help us store and tag web content.

Content Curator – As learning professionals our traditional role has been to analyze a business problem, uncover the learning need, do some research to identify content that can address the need, and then use it to build a course. That was then and this is now. In the on-demand world, by the time we go through that process our learners have already sought out alternative sources to meet their needs using company intranets, Google searches or Wikipedia. So alongside being content creators, we need to be content curators as well. We need to be able to filter through available information and select the most appropriate bits of it, discard what doesn’t fit, organize and sequence what’s left in ways that will tell the story to help learners meet their needs.

Community Manager – Probably the biggest shift for us as workplace learning professionals is embracing the idea that people can learn from each other without much information coming from us. With today’s social media tools, it is so easy for groups to organize, share information and collaborate. We can help them be effective at this by translating our facilitation skills to this environment. Sometimes all that is needed is to provide an online venue and dangle a small piece of content out there for them to organize themselves around. Then pose a few thought provoking questions and let them at it. They can use their collective skills and experience to problem-solve and learn from each other. You may need to do a little coaching from time-to-time to keep them on the right track, but community members will ultimately decide what they want to contribute to, and take away from the experience.

Still Learning ... through #lrnchat

Where do I spend my Thursday nights?  Well, between 8:30 and 10:00 PM eastern time, I'm usually online participating in a twitter-based #lrnchat discussion.  For those of you who are not familiar with #lrnchat, it is a weekly gathering of workplace learning professionals, hobbyists, academic enthusiasts, and education junkies who get together to discuss learning topics.  A very geeky thing to do I'll admit, but it is a lot of fun.  It has also been an important part of my professional growth and development since I began participating in - and learning from - these chats in October 2009.  I wrote this blog post: I Have Learned ... Socially!!! at the time to share the excitement I had in that experience. I have been returning ever since.

I have to admit, not every topic, every week is a home run, but the batting average is pretty impressive.  And even in those weeks when to topic isn't the greatest, it is still fun to talk and share laughs with the other community members.  But every once in a while, a thought provoking question, a comment, or a discussion thread whacks me on the side of the head and a good idea penetrates my thick skull.  That happened again this week.   The topic was "Using Social Media in Projects."   The first question of the night was, "What projects are you working on that use social media?"   Happily, I was able to contribute a few responses here.  I and my team have been incorporating social media tools into our learning design for quite some time now.  But it was the second question that hit me upside the head:  "How are you using social media to gather formative data about your projects?"   This was a simple, straightforward question.  It absolutely made sense.  But the truth of the matter is I haven't been using social media to gather formative data.  I don't really know why.  I'm usually very diligent about analysis and data gathering in the early stages of a learning project.  In fact, I'm sometimes criticized for spending too much time doing it.  It never occurred to me that I could be using social media as part of my data collecting.  But as soon as I thought about it, it made absolute sense to do so.  I can cast a wider net and likely get a faster response than I can with traditional data collection methods.

The good news is that I can learn.  My company has recently re-outfitted our sales and service employees with an upgraded mobile device.  The time is right for us to begin deploying mobile learning.  We are in the early stages of developing our strategy.  So on Friday, I logged onto my company's yammer network and posted a few questions about mobile learning.  I asked people to share experiences they may have already had with mobile learning, and to share expectations about topics, tools and support they would like to see through mobile learning.   Responses were starting to trickle in by the end of the day.   I will continue the dialog next week.

Thanks again to my #lrnchat buddies for the whack in the head.  See you next Thursday.

Social Media at Conferences, Revisited

In September 2009, I wrote this blog entry: Tweeting at Conferences: Etiquette vs. Impact about whether or not it was rude to tweet at conferences.  As someone who was new to social media at the time, my perspective was that when listening to a speaker at a conference, the polite thing to do was to put your handheld device away and give the speaker your full attention. What a difference a year and a half of experience can make. Now my view is that, as long as you are discreet and don't create distractions, it is not only complimentary to the speaker to share messages about what is being presented it is also valuable to do so, in a number of ways.

This week I attended a kick-off meeting in Dallas for my company's most important business unit.  Business leaders, managers and people from key staff functions spent four days together discussing strategy and tactics for 2011.  This was a business meeting not a learning event, so my team members and I mostly had time to experience the conference from a participant's point-of-view.  I had the good fortune to be able to listen, absorb, and share a lot of what I was experiencing through our company microblogging tool: Yammer, which is very similar to Twitter, only access is restricted solely to my company's employees.

Over the course of the four days, I posted messages that included direct quotes from business leaders, summaries of presentations, my thoughts about the implications of some of the things I heard, and general updates about what we were doing, the atmosphere, and the mood in the room. I really had four goals in mind as I was doing this:

1. Share information with other team members - I manage a remote team that is scattered about the US.  Not all of them were able to attend the conference.  I wanted the team members who weren't able to be there to get as much real-time information as possible about the strategy so they could begin thinking about how it would impact their work.
2. Exchange thoughts and impressions with other conference goers - Using social media is still relatively new in my company.  There were only a few other people at the conference who were also posting updates on Yammer.  But it was nice to connect with others in the room this way and jointly share our thoughts through discussion threads.
3. Share information with others in the company - One of the conference goers who is also one of my yammer followers saw my yammer posts and came up to during the conference to say, "What a great idea: actually sharing our strategy with as many people in the company as possible, as early as possible."
4. Create an archive of notes - I attached the hashtag (#) "Dallas" to all of the messages I posted during the conference so that I - and anyone else who might be interested - could easily retrieve them when needed after the event. 

On all counts I was successful.  And the messaging was not just one-way.  Team members and others who were not at the event responded to my posts with questions and comments that encouraged me to share more information, provide clarifications, and go into more depth on the topics that were of most interest. 

The Inevitability of Social Learning

This fall, I read two books on learning and social media:  Social Media for Trainers, by Jane Bozarth which I wrote about in this blog on September 25, and The New Social Learning, by Tony Bingham and Marcia Conner, which is the subject of this post.

Both books are excellent, but they tackle the subject from two very different angles.   In Social Media for Trainers, Jane Bozarth shared practical examples of specific applications of social media tools such as Twitter, Facebook, blogs and wikis in learning situations.   It is a very tactical book, and I ended up buying  copies for my team members so they could get some ideas on how we can better leverage these tools in our work.

The New Social Learning takes a different approach and is targeted to a broader audience.  It tackles the topic from a more strategic point-of-view.  I have recommended it to a few of our business leaders (outside of the Learning & Development function)  who expressed an interest in how social media can be used for learning, innovation, and idea exchanges among our employees, business partners and customers.

The authors view the use of social media in organizations as inevitable.  Millions of people are using Facebook, Twitter, and other social media tools outside the office as an effective and efficient means of communication and information sharing, why would they not want those same advantages in their work?  They express the choice we face as:  do we want embrace and leverage social media and integrate it into our work, or - as many companies do - do we want try to ban or restrict social media usage in some way? Obviously, they advocate embracing it and encourage their readers to put social media tools to use in their organizations citing greater shared knowledge, richer learning experiences, and an enhanced corporate culture as some of the payoffs.

Mr. Bingham and Ms. Conner take a relatively "tool-neutral" approach in this book.  Their position here is that specific tools come and go quickly these days, so rather than discuss them in the book, they provide a companion website:  http://thenewsociallearning.com/ where information about specific social media tools can be shared and updated as needed.  Rather than discuss specific tools, they discuss usage by categories (such as microblogging and immersive environments) and the value created by each.  They do this by providing specific examples and success stories.  My favorite parts of the book are the "Respond to Critics" and "Recommendations" sections of each of the main chapters.  It is obvious that the authors have heard all the objections and criticisms typically raised by skeptics, and that they have inoculated themselves against them.  In this book, they are passing on the vaccine to us.

Must Read: Social Media for Trainers

Jane Bozarth recently published a new book called Social Media for Trainers. I would put it on the list of "essential reads" for anyone in the workplace learning field. Social media and Web 2.0 tools are too important into today's world for the learning community to ignore. Most true learning takes place informally and through peer-to-peer connections. Social media provides a platform to make that happen more easily. If you are really interested in helping people be successful at work or move forward with their development needs, you cannot ignore the power of these tools and their potential for learning.

The book covers how to use social media tools like Facebook, Twitter, blogs and wikis - and a few others - for learning purposes. Each of the key tools is given its own chapter. Each chapter begins with a description of the tool in a nutshell, a deeper look into the tool, advantages and disadvantages of selecting one tool over another, how and why you might use some of the tools together, and why you might choose one tool over another. Then the chapters provide a barrage of ideas and practical ways the tool being covered can be used for learning purposes. There are suggestions on how to use the tools as primary vehicles for learning and how to use them to supplement or extend programs or courses (that are delivered in the classroom or through other media) by using the social media tools for pre-work, intercession work and post work.

If you are not a social media user already, the book will help you get started. If you are a familiar with social media tools, but haven't used them for learning, you will be amazed at how many learning activities are possible. Of course, not all of them will be right for every learning situation or workplace culture, but there is enough here to choose from so everyone can come away with at least one or two practical ideas.

Here are a few quick hits I picked up about some of the tools:

Twitter - Learners can use Twitter to talk to an expert. You can follow anyone with a Twitter account and if you reach out to an author or expert about their work, many are happy to respond.

Facebook - For me the biggest surprise in the book is how versatile Facebook is. I generally have only used Facebook for personal connections and favor other social media tools for work purposes, but Facebook has so many capabilities that it can be used to for everything from communication to course management.

Blogs - These can be great tools for learning reflection. But you must keep in mind, blogs are heavily dependent on writing skills. If that doesn't match your audience profile, blogs may not be the way to go.

Wikis - Unlike the other tools which are primarily set up for comment and response interactions, wikis allow true collaboration. Learners can jointly create pages such as shared class notes for FAQs.

There is so much more in the book.  Get it.  Read it.  Use it.

Happy Anniversary to Many Ways to Learn!

Incredible as it may seem (to me anyway) today is the one year anniversary of the Many Ways to Learn blog. I posted my first entry on August 7, 2009. At the time, every training journal, magazine and newsletter was loaded with articles about social media. (It seems they still are!) Up until then, I had been indifferent to social media. My only experience with it was a half completed profile and a dozen connections on Linkedin, and watching my kids connect with their friends on Facebook. But after being bombarded and bludgeoned with articles on how social media was the biggest thing to hit the training industry since the advent of elearning, I thought I’d better investigate it. So I simultaneously started this blog, created a Twitter account, completed my profile on LinkedIn and began reaching out to people to see what would happen. It was going to be my own mini social experiment.

Not knowing what to expect, I approached all of this with a bit of skepticism. My perception of social media was that people were wasting time tweeting things like, “I’m taking a shower now” or “I’m moving from the couch to the loveseat.” At that time, I had no understanding of the value it could bring. I enjoyed writing the blog entries, but I never thought anyone would actually read them.

Here it is one year later. As I reflect on my social media experiences over this last year, I’d have to say they have been both fruitful and satisfying. Here are a few things, I have learned:

• People are interested in what I have to say – incredible as it may seem to me, people do read my blog. Not by the thousands, but a by the hundreds each month. Each time I publish a new post, I get a spike in readers so I know I have a few subscribers out there. It is good to know that I can contribute to other people’s learning and enjoyment in at least some small way.
• There are many thriving virtual communities – whatever you may be interested in, there are people out there who are interested in the same things. I love instructional design. I’ve been lucky enough to find a community of people who are interested in workplace learning. Many of them now are my Twitter and LinkedIn contacts. It is great to have people to talk to who are genuinely interested in what I like to do. My family and friends are bored to death by the things I write about in this blog.
• Hobbyists, not professionals, make up the heart of virtual communities – within each community you will find experts, enthusiastic novices, and everything in between. And while there are many professionals on line, they are not the ones who do the bulk of the information sharing. Since they sell their content and expertise, they can’t really give it all away. On the other side of the coin, the hobbyists have no profit motive so they are free to share whatever they like.
• Social media enables you to connect directly to thought leader and experts – the amazing thing about social media is that you can connect with just about anyone. Thought leaders, authors, and even celebrities (if you so choose) will not only accept you as a follower, but in some cases will follow you back. It is great to be able to discuss a topic with the person who originated the idea or wrote the book. Prior to social media, this ease of access was not possible.
• There are no geographic boundaries on the connection possibilities – this is an obvious one but it is still worth mentioning. I live in Connecticut but I have social media contacts that I regularly engage with all over the country, in Canada, the UK, Germany, India and Australia. How wonderful is that?
• Twitter can lead to real business opportunities – Some social media contacts can be converted into face-to-face business contacts. I recently hired a vendor to deliver Virtual Team Building training for a group of our managers who I met because she was following me on Twitter. I’ve had other contacts deliver proposals for services I might consider using in the future.
• There are a myriad of web 2.0 tools out there, and many of them are free – there is way more to the Web 2.0 world than just blogging and tweeting. Thank goodness for people like Jane Hart, who aggregate lists of tools to save the rest of us the leg work.
• It is possible to effectively collaborate at a distance – I manage a virtual team. I’m in Connecticut. I have two team members in Georgia, one in Ohio and one in Florida. We are able to work together at a distance by sharing our desktops, storing files in shared workspaces, and using online collaboration tools.
• Real learning does take place through social media – I’m living proof of that. A year ago I knew nothing about social media. Now I use several different tools to regularly to connect with people inside and outside my company. I’m doing things inside my company that I learned from my external social media connections and experiences. The informal learning that takes place online is real and powerful.

There are probably a million other things I could list here, but I won’t - at least not now. One year into this “experiment” I am convinced that I’d be crazy to give it up. The connections I’ve made through social media are too valuable to cast aside. I contribute to the online learning community and I get a lot out of it too. Plus, I’m having fun!

Using Social Media for Learning

I put together this presentation for a Web 2.0 class I'm taking at Florida State University. It presents a process for learning through social media, an example of how the process works based on my personal experiences, and an invitation to connect with me to share bookmarks on del.icio.us. Check it out and let me know what you think. If you want to add me to your network on del.icio.us you can find me here.

Using Social Media for Learning

View more presentations from Mike Petersell.

Social Media Tools within Social Media Tools

I recently came across a Twitter post from @simbeckhampson which brought me to this Youtube video.  It is a video of Paul Simbeck-Hampson in Bavaria demonstrating Amplify which is an autopost tool that automatically posts something you've written in one social media to another, or several others.   For example, you can post something on Amplify and have it simultaneously (well nearly) posted to Facebook, Twitter and other networks.

But the really cool thing about this demo is how many social media tools are being used here at once.  Paul is demonstrating the power of Amplify connectivity in Second Life by showing how a post made there can get across to multiple networks with one hit.  He shows us his Twitter feed and Facebook feed and a few others along the way.  He then posts the whole thing on Youtube, and now you are reading about it in a blog. Pretty cool stuff!

Learning vs. Recruiting: Who Would Win a Social Media War?

As someone who is focused on management development, I spend a lot of time thinking about how to capitalize on social media to promote informal learning inside my company. With many of the other learning people in my company focused on formal course development or delivery, I sometimes feel like I’m alone in this endeavor. This caused me to reflect on where the learning community in general is in the cycle of social media adoption. As a point of reference, I thought about this question in comparison to our HR counterparts, particularly those who are involved in recruiting. Here is what I’ve concluded:

"If learning people faced recruiting people in a social media war, the learning people would lose."

We would lose because we don’t have the numbers and because it is not in the forefront of our minds as we approach our work.

Although this is not scientific, here is the evidence on which I base my conclusion:

Point #1 - I recently attended the Technology Assisted Learning Conference in Chicago. It was co-located with the Social Media for Recruitment Conference. The conference organizers set up a monitor and a special twitter hashtag (#socialrecruitment) for the recruiter conference, but did not do this for the learning conference. Granted, the title of the recruiter conference was “Social Media for Recruitment”, but the title of the learning conference was “Technology Assisted Learning.” Shouldn’t it have at least been a consideration that a social media hookup would be needed or wanted by learning conference attendees?

Point #2 - I occasionally post questions on the Chief Learning Officer discussion forum. When I have posted questions about traditional topics such as learning metrics, I’ve gotten at least a few responses. But when I asked the questions, “Are you using web 2.0 tools for learning?” and “Are you using microblogging as a learning tool?” I got zero responses. I posed a similar question on an ASTD discussion forum. After five months the post finally garnered a reply. It was someone commenting how disappointing it was that I had no replies to date. He further went on to say, “The lack of response here seems to show that in general we as a population are a little behind the times.”

Point #3 - I am a member of several LinkedIn groups. On occasion when I write blog entries that I think will be of interest to members of those groups, I share the links to my blog posts. Two groups that I belong to are called, “Social Media and the Learning Function” and Social Media in Organizations” (which was formerly titled Social Media in HR). I get a lot of comments and traffic from HR group, but rarely if ever have I seen a comment on one of my posts from the Learning Function group.

Point #4 - As a final kicker, not long ago my local ASTD Chapter hosted an excellent and informative meeting on social media usage. Our guest speaker who led the discussion was… a recruiter.

I know there is a solid core of learning professionals who are active in social media who I would gladly follow into battle. But there are many others who have yet to take up the sword.

Using Yammer for Learning

 If you are a reader of this blog, you know that I have written a few posts about my experiences with Yammer and how my team uses it to encourage and foster informal learning in my company. Having read a few of my entries, the kind folks over at Yammer invited me to take a turn as guest blogger.

Check out the post over at the Yammer blog: Try Yammer; Maybe You'll Learn Something

You can also review my previous entries about Yammer in this blog: @dorothy there's no place like home #oz,  Social Media Strategy for Learning, Formalizing Informal Learning and Yammering On; Others Yammer Back . 

Yammer is increasingly becoming an important part of the way we work in my company.  It has also challenged us to think about how people learn in a hyper-connected world.

Who Leads Workplace Collaboration?

Last week a cancellation in my calendar afforded me the opportunity to attend the Chief Learning Officer webinar titled, Enterprise Collaboration: Can You Connect Social Learning and Business Performance? As with most lunchtime webinars, I approached this one with tempered expectations. I go into these things with the hope that I might pick up at least a gem of an idea, or something that sparks my thinking. This session delivered both. Presenters Eric Bruner and Butler Newman of RWD alternated taking the lead on describing the culture shift taking place (or that should be taking place!) in learning and organizations related to the use of social media for business performance.

After walking us through a slide reminding us of Josh Bersin's Evolution of Corporate Learning, from the 1990's through today, they uncovered the gem of the day as they began describing what a collaborative performance workplace looks like. The description contained three key components:

Process Centered Collaboration (PCC) - characterized as taking place directly in the workflow, where workers can get persistent, formal and informal help, in context, to create transparent knowledge - but, in which participation is optional.

Communities of Practice (CoP) - described as being business-driven groups, formed across organizational boundaries that have a common focus, performing measureable, process-related work.

Communities of Interest (CoI) - described as interest-based groups, formed around an area of common focus for the benefit of the individuals or the community - again, in which participation is optional.

So if you wanted to draw this up as a formula, you could say:

Collaborative Culture = PCC + CoP + CoI

As the session continued Eric and Butler went on to talk about key roles in the collaborative work environment. The two obvious ones are community manager and technology steward. Then they followed up the gem, with the spark: They began talking about the leadership needed to sustain performance in the collaborative work environment. They stated that the CLO is in the best position to think about social media integration and therefore has to be the vanguard leader for collaboration in the business. I thought that was interesting. I had always thought someone in Marketing or IT would be best suited to take the lead in the social media arena, but after they said it, it immediately made sense. Who could be better than a learning person to grasp the necessary organizational context, process performance, and people readiness needed to launch and sustain a collaborative work environment?

As the webinar wound down, the presenters shared how the CLO would fulfill that role. It would be done by:

• providing strong communication
• becoming the community builder
• embracing user-generated content (still a tough one in many organizations)
• managing top-down; engaging all stakeholders along the way
• making sure that process-centered collaboration is in the work flow; not appended on to it.

For those of us who work in corporate learning organizations, it certainly does throw a challenge our way.

New Skills for Instructional Designers

The annual Learning Solutions 2010 Conference put on by Learning Solutions Magazine and the eLearning Guild was held this week in Orlando.   Think of it as sort of a "spring break for elearning geeks."  Unfortunately it was not in the cards for me to attend.   But no matter; in this age of social media, it is pretty easy to pick up the highlights of an event through twitter, YouTube, SlideShare, etc.  So the only thing you really miss is the opportunity to say hello to friends that you haven't seen in a while, or colleagues that you have only met on line.

One of the sessions that caught my attention was titled New Skills for Instructional Designers presented by Cammy Bean, Koreen Olbrish, and Ellen Wagner.  They introduced a fresh take on the skills used by instructional designers depicted in the four-quadrant diagram above.  It incorporates Learning & Performance, Creativity, Technology, and Business Insight to describe the role.  Essentially, their message is "to be an instructional design professional, you need to attend to all four quadrants."

I was able to piece together a few items related to their presentation:

Here is a description of the four quadrants, courtesy of Claudine Caro's blog:

I = Learning, Pedagogy & Assessment

• Adult learning theory
• Instructional Design theory
• Assessment and quizzes
• Curriculum Design
• Defining learning objectives

 D = Creativity & Production

• Facilitation/ instructors
• Writing
• Video Production
• Audio
• Graphics Design
• Games Design
• Animation

 I = Business Intelligence

• Business needs assessment/analysis
• ROI
• A seat at the C-level table
• Project Management

T = Architecture & Implementation

• Authoring Tools
• Programming
• SCORM / AICC
• Learning Management Systems
• QA
• Tracking and Reporting

Check out the presentation deck from their session, courtesy of SlideShare:

New Skills for Instructional Designers

 And check out Ellen Wagner delivering her segment of the presentation on the Secret Handshakes of Instructional Design, courtesy of YouTube.

I thank these folks for their great presentation. I think we are going to be seeing and hearing more discussion about this set of skills in the near future.

Yammering On; Others Yammer Back

"This morning, for the first time ever, I checked Yammer before I checked my email. Should I be worried?"

This quote came from a post on my yammer feed on Friday.   It was from an employee in my company who I never met and don't even know by name or reputation.   According to his profile, he is an engineer.  I don't know why this post showed up in my feed. We must have both joined the same group.  Or maybe we are just following the same topics.   That is the way it goes with social media.  You are able to connect with people who you might otherwise never have met or spoken to in the course of your work day.  Anyway,  I am grateful to him for capturing my attention with this post.  Now I am one of his yammer followers.

I've been thinking about this quote a lot over the last few days.   It says so much about how I have been feeling about social media these past months.   The first part of the quote tells me that my new friend in engineering has turned a corner.   Instead of waking up and checking his email to get a pulse on what is going on that might impact his day, he turned to our social media network first.   What a simple but profound change that is.   Social media displacing email in this man's daily routine.   I still check my email before yammer, but I spend a lot of time during my day thinking about how we can reach people through yammer to provide information that might help them with their jobs or personal development needs.

The second part of the quote is also fascinating. Clearly, he is questioning whether or not this new change of routine is a good thing or a bad thing.   I go through the same feelings of cognitive dissonance when I think about trying to promote yammer as a tool for informal learning.   When I first proposed the idea to my staff of using yammer as a learning medium to reach our target audience,  my suggestion was greeted with a long silent pause and a few rolling eyes.   But I convinced the team to humor me for a while, and in the short time we have been implementing our yammer strategy, we have each been able to report back on some interesting events that have occurred.

My staff member who has been posting information on dealing with change reported that one of her followers replied to her that she was finding comfort in the messages.  They were helping her to see that she was not alone in what she was going through in dealing with change.  This prompted further dialog that gave my team member the opportunity to share additional resources with her and other followers.

Another staff member caught the eye of the corporate communications department with a thread of her posts about managing virtual teams.   They contacted her about incorporating her posts into an article for the company newsletter, giving her messages greater reach and impact.

A third staff member has been posting messages about project management.  He recently got a reply from a VP who is very influential with key stakeholders for many of our projects.  His reply enhanced the credibility of the project management messages and helped to increase the number of followers on this topic thread.

When faced with skepticism from others in my organization, my belief about the viability of social networking as a learning tool inside my company sometimes wavers.  But the instances cited here provide reinforcement that tells me to keep pressing on with our plan.   The number of participants on our social network is growing every day.  As more users join in, we want them to find content that will be of value to them, and that will encourage them to share some of their own.

Formalizing Informal Learning

As stated in my blog post from January 16, I have rededicated myself to using social media for learning at work.  Following the strategy I outlined on January 24, each of my team members is now actively engaged in managing various topics on the corporate social media network (yammer).  This marks the end of the first week of us using yammer at work.  So far we are off to a great start.

I have three staff members on my management development team.   Here is a sample post from each of them. These posts were collected from my yammer feed from this week:

Team member #1 is the topic leader for the discussion on #remote_teams.  As discussed in last week's blog post, remote management and virtual teams are fast growing trends in my company.   We have included remote management as a topic in all of our recent management training programs.  It seemed only natural to continue the discussion through our social media network.

Team member #2 is the topic leader for the discussion on #project_management.  As I'm sure is the case in all companies, project management is an important topic.   A few years back we began to take an enterprise wide look at how projects were managed inside the company.   We have been gradually migrating different departments to take a uniform approach to projects.  Our current approach is aligned to the PMBOK guidelines.

Team Member #3 is the topic leader for the discussion on #change.  Our company is transforming the way we do business.  This has meant large and small scale changes taking place in every business unit and every department.  Each day this week team member #3 has shared some of the myths and realities about workplace change from The Employee Handbook of Organizational Change by Price Pritchett.

In addition to these topics, I personally lead the discussion on the topic of #managing.  All four of us participate in each other's discussions and we also post to disucssions on #leadership, #engagement and #growth.  Besides managing these topics, we are active in several newly formed yammer groups.  Our goal is to deliberately create an information pipeline around important management topics that can be captured as informal learning through the social media network. 

To help us get a jumpstart on building our followers, I created the flyer shown below.   This week I participated in a management kick-off meeting that was attended by over 300 managers.  Our Learning & Performance group had an "expo-like" table set up at the event.  I handed out many of these flyers and talked to a lot of managers about our new social media network.   Very few of them were aware that yammer was available inside the company.  Most of them had never even heard of it.

Although it is new, I'm confident that our social media network will grow quickly. There are only a handful of users today, but I'm sure there will be many more very soon. I want my team to be active and ready to guide others how to take advantage of this tool for informal learning when they get there.  From these small beginnings, I expect great things to occur.

Social Media Strategy for Learning

In last week's Many Ways to Learn blog post, I wrote about how I was rededicating myself to building learning communities inside my company using yammer.   This week I took the first steps toward that goal by outlining a strategy and placing a few posts to generate some activity.



Here is the approach I am taking:

1. Use hashtags (#) to create threads around specific topics - Since my primary role is management development, the hashtags I have started with are:  #leadership #managing #change #engagement
2. Join groups - The department that runs our annual employee engagement survey has already set-up an engagement group, so I have joined that.  There is also a group dedicated to promoting social media usage inside the company.  I have joined that as well, along with a few others.
3. Create "Topic Managers" to lead specific threads - I am going to have each of my staff members specialize in a topic that is important to management and create groups and/or discussion threads for those topics using hashtags.
4. Promote usage  - Since yammer is a relatively new tool in my company, my team and I will take every opportunity to introduce it and promote it during face-to-face or virtual training sessions and at company events.

It takes time to build a following, so I recognize the need to be patient.  So far, I am encouraged with the trickle of activity created by my posts during the week.   Here are few examples of what I have been doing:

Example 1 - Providing quick tips and identifying resources that could be helpful to managers

The post below includes some brief thoughts about building trust from the book, The Carrot Principle.  Notice that four people indicated that they "like this."  It may not seem like much, but I am just starting out.  I started the week with only 17 followers.

Example 2 - Promoting learning and performance support tools available to managers

One of my staff members recently interviewed five managers who had very high scores on our last employee engagement survey.   He created a podcast series to help managers develop action plans for increasing employee engagement from those interviews.  The day I posted this, I received a reply from a manager saying she had listened to all five, she thought they were great, and that she was passing them on to her friends.  Hooray for small victories!  (Note: I removed the link from this example for confidentiality purposes.)

Example 3 - Sharing quotes (and again promoting available resources)

The quote below is from In Praise of the Incomplete Leader, a Harvard Business Review Article which is available to our employees through Harvard ManageMentor (an excellent learning and performance support tool by the way) which they can access through our Learning Management System (branded internally as My Portfolio).

This is outlines my strategy.  I have added a trickle of followers this week so I know it is getting some attention.   But as I said, it will take time to build a community.  I will post a follow-up on this blog at some point to let you know how things are progressing.  In the meantime, I welcome any feedback, comments or suggestions you might have to help me accelerate the process.

@dorothy - There's No Place Like Home! #Oz

"Oh, but anyway, Toto, we're home. Home! And this is my room, and you're all here. And I'm not gonna leave here ever, ever again, because I love you all, and - oh, Auntie Em - there's no place like home!"

When it comes to social media and my company, I feel a little bit like Dorothy in the Wizard of Oz. Prior to August 2009, I was not really a social media participant. Yes, I had a facebook page and a LinkedIn account, but I was not really present or active in either space. In August, I simultaneously started this blog, opened a twitter account, and logged on to yammer at work. I made a decision that as a learning professional, I needed to embrace social media so that I could learn how to help others use it to capitalize on the informal learning that takes place through these tools every day.

I was excited that my IT department had recently made yammer available inside our organization. It made me feel that my company was being forward-thinking and innovative. But sadly, as I went on to yammer I discovered there were only a handful of users there, mostly from IT and Marketing. I invited others to join me as tried to make some connections and start a dialog around topics that were important for learning, but people mostly responded in ways that made me feel like I was annoying them. Much like Dorothy in Kansas, I felt unappreciated and misunderstood, so I clicked off yammer and went out in search of people who would listen to me. Dorothy left Kansas with a small basket and her dog Toto, and landed in Oz; I sat down at my computer with a cup of coffee and my dog Smokey at my feet, and landed on twitter.

When I arrived, I found it to be a strange and wonderful place. Like Oz, it was a little disorienting at first and it certainly had its perils, but after a while I found a few kind souls in the learning community to help me navigate my own yellow brick road. So for the last few months, I have been out there tweeting and bookmarking links with these fine folks. The list of people who I follow, and those who follow me, has grown at a modest but steady pace. I'm learning new things every day but lately a feeling of melancholy has set in. I have a longing to "get back to Kansas" and share these experiences with my own "family."

So today I decided to click on the yammer icon that has lately been sitting idle on my desktop. And there was Aneta from Marketing and Steve from IT (and not much of anybody else), just as I had left them. It was no glorious homecoming. Not much had changed since I'd been over the rainbow. But of course, now I am different. I've learned so much about the possibilities of social media on my trip through Oz/twitter. One thing I learned is that it takes patience to build a community. So I will yammer on, joining groups, posting quotes and comments, sharing links, and gradually I will build a community of learners - right in my own backyard.

I welcome any comments or suggestions on fostering informal learning and building communities through yammer.

Tweeting at Conferences: Etiquette vs. Impact

I had an epiphany during this week’s #lrnchat. Participating in these discussions has been tremendously helpful in my quest to understand the value social media tools provide for learning.

This week’s chat started off with questions about how media sharing tools (such as Youtube) and collaborative content creation tools (such as wikis) are impacting corporate learning. As this discussion ran its course, the next question that appeared in the chat scroll was about the role of social media at in-person conferences. In response to this question, one of the chat participants made the suggestion that we should “bring the backchannel forward” in conferences. He stated that, "social media does not have to be a post-event activity; instead it should be an attendee."

After reading his post, I pictured a speaker in front of a room full of people with Blackberries in hand, eyes down and thumbs flying as they twittered messages back to the members of their respective online communities. The next image that came to mind was of my teenage children pulling out their cell phones to respond to text messages from their friends at inappropriate times. Being a relatively new social media user (I started blogging and tweeting in August) I viewed these two situations as much the same, so I naively typed in this question in response to his post: “Isn’t it rude to tweet during conference events?”

My question garnered some interesting responses, such as: “Not at a good one,” “It’s engagement,” “These days it seems like an insult not to,” “It extends the conversation,” and “Is it rude to take notes?”

Reading these responses made me realize that I need to change my frame of reference. My “pre-social media” point-of-view was that it would be disrespectful and disruptive to do anything other than give the speaker my full attention. But as I thought about it some more, I thought, “Of course the speaker would want people to share his or her message beyond the conference-goers.” Then, I began to calculate the impact:

Imagine a conference presenter speaking to an audience of 100 people. Let’s say half of them are social media users. And out of that half, half of them were interested enough to tweet the speaker’s message back to their online communities. That would be 25 people extending the message beyond the in-person audience. Now let’s say that each of those 25 people had 100 followers on twitter. The speaker’s message has now potentially reached 2500 people. Even if only a small percentage of those 2500 people retweet the message it still extends the impact even further. And these are very conservative estimates. I currently have 88 followers and I have only been a twitter user since August. Factor in long time users who have huge followings and the numbers grow exponentially.

As a result of this, I have revised my mental model of social media activity at conferences.  Far from being rude, it is actually complimentary to tweet during presentations.  And never mind about about it being disruptive, it actually helps the speaker be more productive. So, next time you are at a conference, don’t be surprised to see me in the audience at with my mobile device in hand. I promise it won’t be because I am texting home to find out if we are having meatloaf or chicken for dinner.