What is the 'Learning' World Coming to?

1. Need for Control: If I got a penny every time a stakeholder told me 'Our guys will just click Next-Next-Next and complete the course,' I would be the richest person alive. The demand to lock the Next button is becoming a common feature that really (and I mean REALLY) excites the stakeholders. Do we have such little faith in the employees and even lesser faith in the quality of learning?

My take: If the learner feels the urge to click next and finish the course, we have failed to create a good product. But we will never know till we test this and find out. Adding restrictions and forcing action surely seems like the wrong move. What ever happened to learner control and understanding of adult learning?

2. Unconventional Requests: You hear the most bizarre requests from time to time. The advantage of these are that they make you question why we have been doing certain things. And, if you have no explanation, you can accept the request. Else, you can make a good case to explain why you can't.
Special ones:
We want something far simpler. It really does not require so much work This actually means just come train and go and charge us close to nothing.
Do you really expect us to do all the work? Just to explain 'all the work' included giving us information about the internal process and validating content.
Can we use this really cool approach of blah and blah? I say Oh but it sounds like a force fit after a few screens. They say, yeah whatever but we like it. Okay then...
We know we want a course but we are still trying to figure what the focus should be. Each of us wants a different thing. What to do? You need help!

My take: Keep your feet grounded. Stakeholders will be more impressed with expert opinions grounded in logic than you being a 'yes sir' person. They have had too many bad experiences to trust you completely. Build it slowly. Always keep the learning objective and the learner in mind. There are some requests that are inconsequential to learning, go ahead and accept these. Never accept those that are detrimental to learning, regardless of who it is coming from. If the stakeholder insists, seek a compromise that does no/least damage.

3. Me, Myself and I: Till very recently, I thought instructional designers (including me) are full of themselves. Folks at work keep us grounded by giving due credit and respect to all roles involved in learning. But if you have had a chance to meet a classic SME or trainer, you will realize that they refuse to acknowledge instructional design (and you). A SME once told me you just put these slides together and while presenting I will make the program exciting. I had to tell that's not how it works. You give me all the dope and I make it instructionally sound. The more trainers I meet, the more convinced I am that the training they deliver is not instructionally sound. A trainer once said it is finally what we do and how we add spice to the program that makes it what it is. Well, thanks for taking away all the effort and credit that the others put in. A good trainer with poorly designed session can only make sure that people have fun, but may not be able to make the learning stick.

I have quietly heard out trainers going on and on about this technique and that game. All the time, I thought to myself 'good, they know their stuff.' But, I am pretty sure they are clueless about ID and that is because that's my job. I respect you for what you bring to the table, you can respect me for what I bring. Fair deal!

My take: Everyone plays an equally crucial role in making the product what it is. The reviewers, the IDs, GDs, VDs, SMEs, stakeholders, learners, trainers (if ILT), organizers and printers (if ILT). I have had trainers tell me that we at Kern design really cool ILT sessions. Coming from a trainer, it is a big thing. I guess I just need to wait for the trainers to work with us to realize the true value (and meaning) of instructional design. Give others credit where it's due and you will get credit for your work too.  

Everything about ILT

How can an ID add value to an ILT?

ILT requires as much instructional design as an eLearning does. Even if PPT is the backbone of your presentation, an ID can do a lot. Make sure the course is real.

• Give your slides character: You can do this using a template or interface for your presentation. Define a theme for your ILT. Think of adjectives (vibrant, cool, fun, strong) that help define the character of your ILT. 
• Visual Look and Feel: Use placeholders for images. Rather than screens than look flat, introduce elements that give more depth to your slides. 
• Instructional Flow: Keep a very close eye on the visual flow. Since ILTs are instructor-led, we tend to take the instructional flow for granted. Transitions, logical breaks, activities need to be positioned well. 
• Mix it up: Ensure that your program does not over-use a single method of interaction. For example: Do you over-use role plays. Role plays can be very distracting and can go on a tangent. Also, too much of it will be an over kill. Use a healthy mix of role plays, games, group activities, debates, quizzes, and so on. 
• Readable and useful information: Keep only the necessary information on screen. Avoid too much text. Otherwise, the learner will read it rather than listen to your instructor. 
• Planning: Ensure that you set time for every topic, activity and break. This will ensure that the topics are well spaced out and conducted in a disciplined manner. 
• Interact with the SME: If the SME dumps information, do not accept. Push them to understand that the key goal is to help the learner learn. Ask them "What will the learner do with this information?" Avoid theoretical information. Simplify to help the learner understand the crux. 
• Interact with the trainer: Ensure that you give all the information - learner profile and mix, your expectations, client's expectations - that the trainer needs to deliver it the way you planned it in your head. Ensure that you are there to answer any queries about the learners and the program. If required, connect the trainer to the SME to ensure clearer understanding of complex topics. 
• Pilot: Insist on a pilot with atleast 10 learners. Attend the session and see how the learners react. Capture feedback and plug it into your course. Keep a gap of at least 10 days before the training goes live. Pilots are useless if you are going to have the first session the very next day.

How do you know that you have selected the right SME?

• Collaborative: You want to work with SMEs who are open to discussion and collaborative. Avoid working with SMEs who stuff information down your throat (easier said that done, agreed.) Be tougher if required. Let them know that if you are not convinced, it won't go in the program. 
• Availability: You want to work with SMEs who have the time to interact with you and revise the content as many times as is required to make it work. Avoid SMEs who are doing too many things at a time. Chances are that you will get a half-baked product or work that you cannot revise because he is never available. 
• Timelines: Your SMEs should stick to the timelines set. It is important that they understand that you are working as per a schedule. 
• Learner-centric: When the SME writes content based on the learners, you know you have hit jackpot! The SME has to keep in mind the end objective while writing a content. Let's face it is easier to write a book than write content for a specific audience. It requires a high level of customization. You need to understand their world and realities to connect with them. If your SME gets this, you have a crucial ingredient for a great program.
• Right attitude: I have heard SMEs say "There is no way the learner will do this." Well, its our job to encourage them to see the value in it and show them how they can do this. Let us do everything we can make him see this. If we don't believe in it, how can we make the learners believe in it. If something radical needs to be done, we want the SME with the right attitude around. We want a SME who believes that iterations are part and parcel of good work.

What makes a good trainer?

• Asks the right questions: I was surprised when a trainer called me and said "Please tell me about everything about the learners." After I finished, he actually said "I wish I were part of the contextual inquiry, it really helps understand the people better." This is exactly how you want your trainers to start. Trainers must understand that the central point of the training are the learners and not the content. 
• Prepares well in advance: If you get a call at 10:00 in the night and trainer says, "I am unable to view the activity page." You have every reason to panic. Trainers must spend necessary time preparing for the training. I have heard trainers say "It's a piece of cake. I have been doing this all my life." You may be confident about the domain, but you have to spend time preparing for your session. 
• Reliable: You don't want your trainer disappearing a few days before training. Imagine you are trying to reach him and his phone is switched off! You need reliable trainers who will reply promptly to mails and answer or return your calls. The trainers should have a calendar that is handy to check availability of dates. You do not want to work with trainers who are clueless or disorganized. 
• Stick to the process: When you have training programs in four different zones of the country and have to train 400 people, you want to ensure that the trainers stick to the process. The training has to be uniform to a large extent. Trainers must not skip important topics or activities because of lack of time. 
• Timing: It is important for trainers to stick to time allotted for each topic. I have come across trainers who spend ages on the first few topics and run through the rest. They have to space it out well. 
• Judge learner's reactions: I had an opportunity to witness a veteran trainer in action last year. He always had his finger on the pulse. He observed the learner's reactions closely. When he realized that interest level was dwindling, he quickly moved to a light or interesting activity to charge them up. It is important for the trainer to understand what the audience needs at that point in time. 
• Respect the learners: I also happened to witness a trainer reprimand a learner for not getting it right. Let us understand that if the learner is not doing it right, it is our fault and not theirs. We are not teaching it right. 

• Feedback should be specific to the incident and not to the learner. If you pick on the learner, your audience is going to turn against you. I have seen this happen.
• Don't talk down to the learner. You are not teaching them something. You are just facilitating learning. You are helping them explore concepts for themselves. You really don't know more than them. If you think you do, they will do their best to prove you wrong.
• Stay out of their personal space. Do not lean into them and stand uncomfortably close to the learner. Do not force them to answer your question thinking you are encouraging them to talk. They will feel cornered.

• Keep the energy levels high: If the trainer is sloppy and drained, the learners will not listen. There are trainers who just make you want to listen to them because they have that energy reverberating through them.
• Involve the learners: A good trainer makes the learning come from the learner. He only guides them to reach the possible answers. The learners feels like he has discovered the points himself. the trainer keeps an open mind to other solutions and acknowledges them. Give the learners the power and make them feel good. 
• If you don't know, say you don't know: I have heard trainers laugh about how they say they will get back to the query and evade it completely. Hello! Learners/students recognize this trick. They will respect you more if you say you don't know and will have to check. Also, ensure that you do get back to them later. 

What makes a good client?

Clients who take an active role in the training are definitely great to work with. We had four top level individuals attend pilot sessions. The learners felt good that they were being looked after and we had tremendous respect for these individuals because they truly cared. You want to work with people who genuinely seek the feedback of the learners and share it with you. Clients must ensure that venue is suitable for training and everything is available for the training to progress smoothly.

I am sure there is a lot more we can add to my lists. Please feel free to do so. (I have to stop somewhere! :))

The Role of a Trainer

I have always worked on eLearning rather than ILTs. I did start my ID career working on an ILT. But last year, I have had the opportunity to work on two completely different types of ILT.

Type 1: During this session, we had to teach call center executives the basics of Internet. We conducted telephonic contextual inquiry and mystery shopping (over the phone) to understand our learners. The learners were a fun loving lot: young, eager to work well, motivated. Designing ILT for these guys was absolutely fun. We introduced several videos and interesting activities and group discussions, which had the desired impact. We also had young, enthusiastic trainers run the training program.

Type 2: This was much, much more challenging. This training program was huge! Kern Learning Solutions conducted an assessment center to understand the current competencies and carried out detailed contextual inquiry. Based on the findings, training areas were formulated. I learnt a lot during the storyboarding phase of this project:
1. Working with SMEs
2. Designing activities that interested the learners
3. Ensuring printing too place (believe me this can be a nightmare)
5. Clear communication with the trainers

I attended the pilot to check how the learners responded to the training. The experience needless to say was absolutely thrilling. I learnt a lot. I specifically wanted to share what I thought of the role of the trainer. During a #KernLearn session on Twitter, I posed the following question:

rnarchana What makes a trainer 'good' during classroom training?
partvinu The trainers should be able to involve the participants in the discussion through listening, and creative interventions.
chneels Should be able to convey the right message and content to the learners without putting them to sleep:)
chneels trainers should teach content with more examples and situations..
partvinu trainers can use humor but only to enliven the atmosphere, not to divert the attention of the learners
sandeepdev Learning by doing & learning by mistakes... the holy way of teaching
geetabose Good teachers do not provide asnwers, they say Find out yourself! RT @sandeepdev: Learning by doing & learning by mistakes...
rnarchana Good trainers always have their finger on the pulse of the audience. They adjust based on the participant's needs.
rnarchana They inspire, encourage, and praise. RT @geetabose: Good teachers do not provide answers, they say Find out yourself!
rnarchana A good trainer is extremely 'likeable', 'approachable', 'full of energy', 'good listener', 'highly observant', 'confident'.
rnarchana A good trainer makes the 'learning' come alive. He engages the learners mind without solely depending on presentation tools
rnarchana A good trainer will never be heard saying 'Man! The participants are terrible. They won't open their mouths.'
rnarchana gd trainer ensures that every participant gets a chance 2 voice their opinion/participate. He uses their names (not hey U! )
rnarchana Good trainers are well-prepared. They find all the answers. And if they don't know an answer, they are not afraid to accept it.
mutechords @rnarchana A good trainer is one who can visualize the realistic outcome of the training program
mutechords I enjoy trainings where there were no PPTs but more interactions+anaysis of situations. good trainers are like that i guess. even before it has started
shana1729 @rnarchana A good trainer shud b interactive n engaging
shana1729 @rnarchana A good trainer will have a clear learning/teaching objective, wil conduct mock sessions before he goes live..
shana1729 @rnarchana A good trainer should be able to tackle the participants who goes on and on debating something useless.
shana1729 @rnarchana A good trainer will never read out the text on the slide!
shana1729 @rnarchana A gud trainer ll nvr underestimate learners. But understands and digs out the deep knowledge n crazy ideas from participants..
shana1729 @rnarchana A good trainer Sets expectation participants before starting off then maps Expectation and Achievements at d end
shana1729 My views on a good ILT, nd my bad experiences as well: http://bit.ly/Z5maD #KernLearn
sumeet_moghe @rnarchana that's the one part i slightly disagree with. good trainers are facilitators -- they guide participants to the answers.

This discussion captures the characteristic of a good trainer. What are the 'don'ts'?
(Photo credit: Veer)
1. Do not invade the learner's personal space. If the trainer goes too close, he will end up intimidating the learner.
2. Do not 'stuff' information down the learner's throat. The trainer must remember that the learner has 'prior knowledge and experience'. It would be terrible to assume that the learner knows nothing. The trainer show draw out the answers from the learners and ensure that everyone learns from each other.
3. Don't be rigid. The trainer is a facilitator of learning. It is ok to add more points to the training material. The attitude 'It is not in the text book' will not work here.
4. Don't hurry topics because you have to meet a deadline. Don't skip activities or rush through the topics because you are worried you won't finish on time.
5. If there are obstacles, underplay them. For example, there is a power cut as you are taking a session, what would you do? Make a hue and cry over the facilities or the lack of it? Or ensure that you continue with the discussion without allowing anything to interrupt your flow?
6. Don't drag your feet. If the trainer is not energetic, how will the learner energy levels stay up? Regardless of how well they know their stuff, if there is no energy, they are detrimental to learning.
7. Don't digress. Too many thoughts/ideas is not what they need. Stay on the right track. Prepare well in advance to crystallize your thoughts.
8. Never blame it on the learner. If they don't respond to you, it is because you have made ZERO impact on them.

If you have any more points to add to this list, feel free to comment.

Are you ready to change?

I was reading Dave Ferguson's post, Resisting change: a phone-y example. This had me thinking. How do people in the training/learning field resist change? (These are only generalizations.)

Clients:

• Avoid trying news modes of delivering training.
  
• Refuse to understand that a learning program that is fun, can also be serious.
• Spend money on things they have been spending money on for so many years.
• Being part of the brainstorming session which will help them contribute and stay in the loop.
  
• Refuse to treat their learners as responsible adults and are always suspicious of their intentions.
  

Trainers:

• Refuse to let go. They have to have the power and control. (Read Jane Bozarth's post)
• Resist innovative ways of teaching.
  
• Insist on sticking to the content centric outlook.
• Think they know what is best for the learners.
• Hate to say 'I don't know.'

Instructional Designers:

• Stick to Gagne's nine events without trying anything new.
  
• Include assessment questions right at the end of the course.
  
• Overuse right image-left text templates.
  
• Think they know what is best for the learners.
• Design for themselves rather than for the learners.
  
• Have an irresistible itch to design even before they have the information.
  
• Do not do enough research to identify interesting videos, example, and case studies.
• Do not network and prefer to interact through e-mails only.
  
• Do not wish to stay in touch with news and events.
  
• Think it is not necessary to learn about new technology.

SME:

• Refuse to treat ID's as experts and learners as adults.
• Refuse to make learning interesting.
  
• Refuse to take responsibility for their role.
  
• Do not play a more pro active role in the design phase. IDs have to haunt them to get something out of them.
  
• They only validate, but add no value to the program.
  
• Continue to have a content centric outlook.
  

People, being people, resist change. All of us do. What makes us change is a powerful, positive or negative experience. Keep the following in mind:

• If you wish to change someone else's life through training, remember to make it a high impact, powerful learning experience.
  
• And, keep your mind open.
  
• Look for opportunities to try something different.
  
• Do not stick to things you are comfortable doing.
  
• Read a lot and form your own opinions!
  
• Network, you will learn a lot from others.
  
• Always remember that you can always do things better.
  

Easier said than done! But, let us give it a shot.