Virtual Collaboration Is Easy

There certainly are Many Ways to Learn. One of them is to sit back and observe. That is what I did this week as I watched two tech support people from two different companies troubleshoot a software problem on my laptop. The amazing thing was they did this seamlessly, working virtually, from two different parts of the world.

I recently installed a new software package on my computer. The installation went fine, but I was having difficulty registering it with the company from which I received it. I called their tech support group, based in Cincinnati Ohio to troubleshoot my registration. After attempting to help me register by going through the usual steps (and two alternative methods), the technician determined that something on my computer was blocking communication to my registry. In order to access my registry, I needed to be logged in as a system administrator rather than with my usual user ID. Of course, this was my work laptop and being an employee at a good ole American company that is concerned with data security, I don’t have admin rights for my computer. In order for me to log on as an administrator, I needed to call my company’s tech support team which, being a good ole American company, we have outsourced to another company in India.

So I put the Cincinnati guy on hold while I called India. The India guy helped me get logged on as an administrator, but I still wasn’t sure what I needed to do. Using the conference call feature on my phone, I connected the Cincinnati guy and the India guy at the same time. The Cincinnati guy tried to describe what needed to be done to the India guy and me. Neither one of us was quite getting it, so he suggested setting up a web meeting so I could share my desktop with him and he could perform the required steps for me. It took a minute or two to get the web meeting going, but once it was, he began proceeding through the steps to complete my registration. This was going along fine until he hit a snag. He encountered an unfamiliar setting that was blocking him from completing the registration. The India guy knew what this was, but he had difficulty getting the Cincinnati guy or me to understand what we needed to do to get through this blockage. Fortunately I was able to share my desktop with him to using Office Communicator so he could complete those steps. That freed things up for the Cincinnati guy to complete what he needed to do to get my software registered.

It was fascinating as I sat in my office in Connecticut watching the Cincinnati guy and the India guy take turns manipulating my laptop while the other watched in such a matter-of-fact way. It really brought home the message about how easy it is these days to work collaboratively or to provide just-in-time coaching support at a distance.

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.

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.

A Good Read: Here Comes Everybody

This summer I'm taking a class on Web 2.0-based Learning and Performance at Florida State University.  As part of the course requirements, I'm currently reading the book Here Comes Everybody: The Power of Organizing without Organizations, by Clay Shirky. So far it is a great read.  I wish I had it on my radar screen sooner. The first few chapters are interesting. Shirky uses sociological and economic points-of-view along with common sense examples to explain the growth of online communities.  I'm not even half way through the book yet, but what I've read so far has really brought into perspective how large an impact Web 2.0 tools have had, and will continue to have on how we organize and interact with each other in online communities.  A few key points, I've found interesting so far:

• Levels of involvement in the Web 2.0 world can be viewed as rungs on a ladder.  The first rung is sharing, the second is cooperation, and the third is collective action.   Collective action empowers communities to bring about change.
• Groups grow in levels of complexity faster than they grow in size.  The more people there are in a group, the more relationships there are among those people.
• The growth of personal publishing and communities in the Web 2.0 world can be largely attributed to the drastic collapse of costs that have previously made it impractical.  Think about the effort it would take to organize photo sharing around a specific event.  Now people take their pictures and post them and by using common tags they can all be brought together.
• Social media used in the workplace fosters a knowledge sharing that is neither directed by management nor driven by profit motives. Instead it is driven by personal interest, which may sometimes benefit a company economically. 
• Personal communication and formal publishing are blurred in the Web 2.0 world.  I'm a huge hockey fan, I get a lot of my news from following hockey writers on their blogs and on twitter along with reading their articles published through formal media outlets.
• In the past, organizations could only do what was practical. There options were limited to taking institutional action on something or no action.  Social media tools provide a new alternative; action by loosely structured groups.
• Web 2.0 tools have enabled the mass amateurization of fields such as journalism and photography.  Someone who is in the right place at the right time may be able to capture a great picture or a story to share even though they are not a professional.
• Sharing proceeds gathering in the Web 2.0 world.  Traditionally it was the other way around. Communities were formed by people gathering together and then sharing information.

Some of these points may seem obvious, but I find a few of them to be quite profound.   They are helping me reframe my thinking around how I might foster online communities and informal learning opportunities in my work.  Although I haven't finished the book yet, I was too excited not to share some of what I read so far.

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.

A Look to the Horizon (Report)

I recently picked up a link to The Horizon Report (2010 Edition) from one of the people I follow on Twitter.  Each year the report identifies and describes six emerging technologies that are predicted to have an impact on the academic world and/or the learning industry within the next five years.   The report further divides this adoption period into three phases: near-term horizon (within one year), second adoption horizon (within two to three years), and far-term horizon (within four to five years).   It also identifies key trends that drive adoption of the emerging technologies that are predicted go mainstream in the five-year period.  I found this section of the report interesting.  Clearly, the trends they describe are upon us now.  In this blog entry,  I'd like to share those trends, and some thoughts on their impact.

Key Trends Driving Technology Adoption over the Next Five Years

The abundance of resources and relationships made easily accessible via the internet is increasingly challenging us to revisit our roles as educators in sense-making, coaching, and credentialling.

This statement was obviously written with the context of academic institutions in mind, particularly when thinking about credentialling.  Getting a college degree has been the baseline requirement for any career-minded individual for decades.  Yet, when graduates arrive in the workplace, they are often in need of additional training.  In the world of instructional design, there is an ongoing debate that pops up from time-to-time about the value or necessity of having a degree in the field.  I wrote about this issue back in December.  A year earlier in her wonderful blog Learning Visions, Cammie Bean, speaking about a gathering of instructional designers at DevLearn '09 wrote:   "Of the 25 plus IDs in the room, only two had advanced degrees in ID.  Most people found themselves in the role of ID somewhat by accident – by 'discovering that I had a knack,' demonstrating an affinity for ID, by being a good teacher, etc."  Many people who support the position that a degree in instructional design is not necessary make the argument that a motivated individual can learn everything they need through hands-on experience coupled with an informal education provided by books, articles, blogs and other internet sources.  The ability to get that kind of education in almost any field is rapidly increasing.  In the workplace,  employees no longer look for a company training catalog when they have knowledge gaps.  They turn to Google or Wikipedia as a jumping off point to quickly find the resources they need.

People expect to be able to work, learn, and study whenever and wherever they want to.

Telecommuting, virtual teams, and agile worker programs are becoming commonplace. My company has had telecommuters for a long time.  I have been managing a virtual team for a few years now.     Last year, my company began piloting an agile worker program in several places.  This program is expected to grow rapidly over the next few years.  It is only logical that employees who work virtually will expect to learn virtually.  Our focus has to be on creating virtual learning environments to support this need.

The technologies we use are increasingly cloud-based, and our notions of IT support are decentralized.

A few years ago, there was great concern in the corporate world over hackers getting behind our firewalls.  Now, with cloud computing,  we don't seem to care where our information is stored as long as it is protected and it is accessible when we need it.  This drives more people to access information from mobile devices, which in turn drives our need in the learning industry to be able to capitalize on mobile learning.  While this has been talked about for some time, there have only been a handful of "wow" examples of mobile learning in wide use.  I believe this is the year we will move beyond those few "wow" examples and start to see some mainstream usage which will accelarate this trend.

The work of students is increasingly seen as collaborative by nature, and there is more cross-campus collaboration between departments.

I think everyone can agree that the synergy created by collaborative efforts is a great payoff of working in teams.   However, I personally find this trend maddening in the academic world.   When I started my distance learning graduate program a few years ago, I would occasionally have group activities or projects as part of my classes.  Now it seems that each class is one long group project from beginning to end.  I feel like a victim of this trend.  I don't have the flexibility in my life for this type of commitment.  The reason I chose to be a part-time, distance learning student in the first place was so that I could fit in my classwork according to my schedule and availability.  It is a nightmare trying to coordinate schedules with other working professionals who like myself have jobs that involve travel and are trying to balance that with school and family obligations.   On the plus side, this has made me more sensitive as to how we construct and conduct collaborative learning in our training programs.

In Praise of SharePoint

Recently, we have made some great strides in my company in our quest to convert training from event-based to ongoing. We made a deliberate attempt to reframe training by thinking in terms of “learning environments” instead of “learning events.” Rather than simply setting up training programs as two or three-day instructor-led events, we have been viewing each class as an ongoing community of practice. Participants still gather to attend a learning event but then they continue to work and learn together virtually after the instructor-led segment of the training is completed.

To enable ongoing collaboration, we use Microsoft SharePoint. For those of you who may not be familiar with SharePoint, it is an integrated suite of tools that provides content management, discussion, and information-sharing capabilities. It can be used organization-wide or scaled down for small groups. In our case, we set up an individual SharePoint site for each class we conduct. Our training program participants, facilitators, and subject-matter experts connect through their SharePoint sites to build on topics discussed during their learning events and to capture and share new informal learning. SharePoint helps us do this in several ways:

1. Ongoing Dialog – There have always been options available for participants to use to stay connected after training, but few classes usually sustain their momentum for long. Because SharePoint offers so many capabilities, participants seem more motivated to stay connected through this tool than other means we have offered in the past.

2. Job Aid Sharing – When we conduct training, inevitably, someone asks a question and the subject-matter expert will respond saying, “I have already worked that out,” or “I have a spreadsheet for that.” The SharePoint site provides that subject-matter expert – and anyone else in the class – with a place to share documents that are relevant for class members.

3. Best Practice Sharing – Typically when we conduct training, we generate lists of best practices for the topics that we cover. We post these lists on the SharePoint site after class. This provides real value for the participants. They go back to the site to get this information. While they are there, they are able to build on those ideas or add new ones to the lists.

4. Action Planning – It is also customary for us to have training participants commit to specific actions they will take after they leave a training class. We challenge them to put what they have learned to use in the business. To do this, we distribute and collect back action planning worksheets during our classes. We post these commitments on the SharePoint site so the class members can see what each person has committed to doing. We also use the SharePoint calendaring function to set up milestones for tracking progress. This has been a great benefit to our class members. They offer each other tools, ideas, and suggestions on how to meet the goals they set during training through the SharePoint site.

5. Program Evaluation – The SharePoint sites provide us with another means to collect level 3 (behavioral change) and level 4 (business result) evaluation data. We mine completed action plans and general dialog in discussions on the SharePoint site for each class for evidence of applied learning and business impact.

One obvious usage I haven’t mentioned here is for program pre-work. At this stage of the game, most of our collaboration work is post-work. The reason? SharePoint is still new in our organization. Our training classes seem to be the first place our employees are encountering it. Also, my team is new to it too. We are still working out how best to introduce it on the front-end. Our goal is to begin using it for pre-work in 2010.

The Promise of Seamless Collaboration

My company has invested in Microsoft tools as the common platform for all of us to use. We have been using software packages such as Word, Excel, Powerpoint and Access for years. Fairly recently, we've add Outlook (for calendaring and time management), Live Meeting (for virtual meetings), Sharepoint (for project collaboration) and the newest addition, Communicator (for instant messaging and instant meetings). The idea behind this strategy is that all of these tools work together and integrate seamlessly to allow virtual work groups to collaborate effectively. This also creates many new possibilities for synchronous (real time) distance learning.

I decided to run a project team meeting through Communicator this week as a test run to see how this might work for learning. It was a three-person meeting in which we were scheduled to revise a training proposal that we are scheduled to present to an internal client group next week. My intention was to invite my two team members to share my computer desktop through Communicator so we could discuss and edit the document together.

One of my team members was able to connect right away. The other, had difficulties. We could get him connected inside our virtual meeting, but every time he tried to take the final step to view the shared document he would get bounced out of the meeting. After 15 minutes of the three of us trying to troubleshoot, we decided to try another meeting approach. My second approach was to launch Microsoft Live Meeting from inside Communicator (since we were already there) and collaborate that way. I was excited because the team member who we could not connect with got right into the meeting, but my other team member, who had no problem with the desktop sharing in Communicator, was being blocked in making the jump from Communicator to Live Meeting. Again, we spent 15 minutes troubleshooting before we abandoned this approach as well.

After wasting 30 minutes of our meeting time, we went back to our usual meeting approach which was for me to set up a meeting directly in Live Meeting and send them email invitations to join me. This worked just fine and we were able to complete our proposal.

While I am encouraged by the promise of these collaborative tools, right now it is just a that: a promise. I can't imagine trying to use these tools with a training group when we can't even get a three person meeting off the ground. That being said, I am excited and encouraged by the possibilities. I know, one day soon, we will be designing learning activities that involve these tools and conducting learning sessions through them. In the meantime, we will just keep practicing so we will be ready when they are.