What Tools Are Instructional Designers Using These Days?

July has been a busy month for me.  One of the things I've been doing is interviewing candidates for an open Instructional Designer position on my team.   It is great (and a little scary) to see the wealth of talent and experience that is available.   I've enjoyed the interviews.   It is such a pleasure to be able to talk about instructional design and workplace learning with other people who are passionate about it.   Most people run the other direction when I start talking about these things.

Below is a list of tools created from the resumes I received in response to my job posting.   If you're looking for someone to help you with any of these tools, I've got a lead for you.

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.

Little Green Men Invade the Parking Lot

Anyone who has ever walked into a corporate classroom, sat down with coffee in hand waiting for the session to begin, has probably looked up and seen a clean white sheet of flip chart paper tacked up to a back wall or taped behind a door with the headline “Parking Lot” written across the top in brightly colored markers. It is usually something the facilitator joyously points out during the beginning of class ritual somewhere among the agenda, the objectives, the what-do-you-want-to-get-out-of-today’s-session discussion and the directions to the restrooms and fire exits. It is the tool of choice to capture those seemingly unanswerable questions and comments that arise during class that must be deferred to, and deliberated over by, the all-knowing but unavailable subject matter expert “who can’t be with us.” It is an old stand-by meant to comfort the class and bring relief to the facilitator. The participants are comforted knowing their insightful questions or challenging real-world situations that takes us beyond the boundaries of what is being covered in class will be acknowledged, addressed, and perhaps even acted upon, by the remote and powerful bigwig who has the knowledge and clout to tackle such things. The facilitator draws relief from the fact that by jotting the issue down on a post-it, and popping it up on the Parking Lot, she won’t have to sacrifice valuable classroom time trying to unravel a seemingly unsolvable esoteric puzzle. Yes, the Parking Lot is a longstanding, battle-tested classroom tradition that is tried and true. But has reached the end of its day?

I recently took over responsibility for a managing a group technical training instructors. They conduct classes to prepare service technicians to install and repair a variety of hardware and software products we sell as part of our customer solutions. Having spent most of my workplace learning career focused on leadership, communication, and other soft skills topics, it is going to take me some time to understand nuances of this baffling world of electro-mechanical wizardry, touch-screen interfaces, and the impact of trying to train 64-bit software on a 32-bit machine (if that is even possible). This week, in a meeting with one of the instructors, we got into a dialog about how he keeps up-to-date on all of the technical knowledge he needs to run his classes effectively. With the amount and frequency of product introductions and updates in our company, I expected he needed to build a “Parking Garage” to capture all the questions I imagine to be unanswerable in this mystifying technical realm. He shrugged his shoulders seemingly to indicate that “it’s part of the job.” Then he admitted that it is impossible to keep up with all the product changes. But even though that is the case, there is no Parking Lot in any of his classrooms. He told me about the long list of engineering and operations subject matter experts he has on his MS Office Communicator instant messaging contact list. At any given time during class, he can scan the list to see who is “green,” meaning they are online and available. So when someone in his class asks, “What was the thinking behind moving the lever to the other side of the unit in the version 4 release of Product X?” he doesn’t reach for the post-its. He taps the keyboard and gets the answer right then and there. And when the service technicians leave class, they pull out of the parking lot not only well trained, but with the list of little “green” men and women in tow as well.

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.

Inspired by the Lectora End-to-end eLearning Solution

This week two of my team members and I attended the Lectora User’s Conference in Cincinnati. (Lectora is an elearning development tool from Trivantis.) It has been a few years since I last attended this conference. It has certainly grown. There was double the number of attendees at this year’s event, which was a bit surprising. The last Lectora conference I attended was held in Las Vegas, a place that certainly offers more to do in the off hours. But it was the tool, not the location that compelled me to return to this event. Before the end of 2010, I purchased a few licenses for Trivantis’s then new release: Lectora Inspire. The Inspire version of Lectora improved on what was already a great tool for authoring elearning by including the ability to launch and use flypaper, Camtasia and Snagit right from inside the software. My team members and I wanted to attend this conference to get ideas from both the folks at Trivantis and the other conference-goers, on how to take advantage of these great new capabilities. We got that and much, much more.

The Trivantis team put together a terrific event that included captivating keynote addresses from Elliott Masie, on key learning trends, and Tim Ferguson, CIO at Northern Kentucky University, on the explosion of mobile learning. Each day, these were followed by practical, informative sessions and workshops on how to use the new tools built into Lectora Inspire.

But the biggest news from the conference was the four announcements from Trivantis:

1. They’ve entered into an agreement to acquire flypaper, a tool that allows you to add interactivity to your courses by creating flash animations and effects simply, without having to be a flash developer.  This should lead to even more capabilities in future versions of the Lectora tool.
2. They introduced Snap! by Lectora, a PowerPoint-to-elearning tool to serve the same needs as Articulate and Adobe Presenter at the low cost of $99.  From the looks of it in the demonstration, they are going to give the other guys a run for their money.
3. They launched WeLearn, a new social eLearning network. They tried something similar a few years ago, but didn’t get much traction with it. WeLearn is a retooled approach that is currently in Beta.
4. They introduced CourseMill Express, a lower end version of their CourseMill Learning Management System that should be helpful for small businesses that don’t have the funds to invest in a full-blown LMS.

All-in-all, this was quite an event. It gives someone like me, who leads an enterprise team of instructional designers and course developers, a lot to think about. The Lectora line up now creates a strong end-to-end solution with Snap! at one end and Inspire (including flypaper, Snag-it and Camtasia) at the other. I could outfit my team members with the tools they need based on their level, but have them all working across the same platform.

Note:  To read messages from the conference-goers on twitter, search on #2011LUC. 

Use the Six Disciplines to Create Breakthrough Learning

The Six Disciplines of Breakthrough Learning is a terrific book for anyone who is interested in fostering effective workplace learning. Now in its second edition, it is about time I got around to writing about it. The 6D concepts and the approach outlined in the book have helped me and my team create successful learning experiences that have led to real behavior change and improved business performance.

There are few surprises in the book for a well-trained or well-read learning professional. The magic is in how it has all been put together. Cal Wick, Roy Pollock, and Andy Jefferson have done a great job synthesizing quite a lot of theory and research which they have distilled into a practical, no-nonsense framework for learning design. They create a clear, easy-to-follow road map for learning professionals and business leaders alike. Their company (Fort Hill) has also developed some great tools, such as the Results Engine® (an updated version of the Friday5s® tool that I wrote about in this 2009 blog post), to support the later stages of the 6D model, where the activities required for genuine learning are usually tougher to sustain.

What are the Six Disciplines? Just that: disciplines. What a great word for us in the workplace learning field. Even when we know the right thing to do, workplace issues such as competitive pressure, speed-to-market needs, and budget constraints sometimes tempt us to abandon good intentions or compromise our standards. We need to maintain the discipline needed to create a complete learning experience, one that will lead to desired business results.

So here are the 6Ds:

D1 – Define Business Outcomes – D1 reminds us that we need to start with the end in mind. We need to look upstream to what the business is trying to accomplish, not just look at learner needs in a vacuum.

D2 – Design the Complete Learning Experience – This is my favorite concept in the book. We need to attend to all phases of learning, (Prepare, Learn, Transfer, Achieve) not just create a course or a learning event.

D3 – Deliver for Application – If we truly want learners to do something different as a result of what they have learned, we need to make sure they understand the context of what they are learning, make learning relevant to their needs, and ensure they have the opportunity for practice and feedback.

D4 – Drive Learning Transfer – This is where the rubber meets the road. Can learners repeat what they have learned in the work environment? Will they have opportunity to use the skills? Will they be motivated to do so? Will they have the support of their managers and peers? All of this must be considered in the Prepare phase, so that when learners get to the Transfer phase, the mechanisms to support learning transfer will be in place and working properly.

D5 – Deploy Performance Support – Closely aligned with learning transfer is having the performance support to sustain motivation. At the very least, this means learners have the support of their manager. At best, they have job aids, performance support tools, and receive coaching to help them during the Achieve phase.

D6 – Document Results – Of course, it is important to measure performance. It is important for learners, their managers, the learning department, and business leaders to know what is working, what is not, and what the impact is to the business.

I encourage you to pick up a copy of this book and begin practicing the 6Ds. Also, check out the Fort Hill Company website for more information on the 6Ds and the Results Engine® transfer tool.