Respect for Age - An overrated concept

Have you ever come across a situation where you are not taken seriously because of your age? Have you had to throw in a line about your child to ensure that you are seen as a responsible person? Just take a minute and look around you, you will find several people who either look younger than their age or those who strive to look younger than their age. Noone is trying to look old. But I got this bizarre request from a client that has me thinking will this change soon?

Coming to the request, here's the conversation:
Client: Can you please share profiles of trainers who are older and have some grey hair?
Me: Sure, but they charge a bomb because they are thought leaders.
Client: Oh ok. Actually, I don't need older trainers but trainers who look old.

Hmm. Here I am thinking whether I need to plan a new selection process for the trainer. How many wrinkles does he/she have? How many greys does he/she have? I do understand where they are coming from. In our culture, age is given a lot of respect. Therefore, the idea that the trainer will command respect through age and therefore, will have more control over learning. While I do respect older people, I also respect people who know what they are talking about. Regardless of the age, position, or gender, I am willing to listen to someone if what they have to say is worthwhile. A small example is when I conducted a session on LMS for Kern. I am an instructional designer and not a developer. But I have been involved in the LionSher LMS development process at Kern. People at the conference heard me out and enjoyed the session because I spoke their language (layman's), I believed in what I was saying, I had done my research, and the session was extremely interactive.

A trainer I know keeps telling me 'I am going to color my hair grey next time. I am not as young as I look.' This had me thinking, does age really matter. I have seen an 'older' trainer command respect and unfortunately instill fear in the participants. I have seen good trainers facilitate great learning regardless of their age and background. What I look for in a trainer is:

1. Does he/she match Kern's way of thinking? 
2. Does he/she put the learner in the center?
3. Is he/she reliable? (It is totally uncool to cancel at the last minute unless you are dying.)
4. Will the person have the energy required to carry off a session in a lively fashion?
5. Is he/she collaborative in nature? 

If the answers are yes, then age really doesn't matter.  

Have you also come across a situation where your boss makes you the point of contact and similarly the point of contact at the client's end also changes? Why? Is it because they want people at similar levels to talk to each other? Why are some companies so hierarchical? Why do they fail to understand that the handover has taken place because of a specialization and not because it is not important enough for the boss to handle the project? I am grateful enough to say that clients have thought they can walk all over me, but have finally realized that I know what I am talking about (atleast where learning is concerned). Now, they seek my opinion and wish to work with me on their projects. See, age doesn't matter.

Have you faced similar situations? Do share. Would love to know that it not just me. :)

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.  

Soft Skills - Don't Take it Lightly

I have been in this field long enough to know that soft skills training does not get any respect from the client, the learner and the vendor. I seriously feel we are making a big mistake by taking this domain very lightly. Here's why...

Myth: Designing technical training is far more challenging than soft skills training. 
Technical training is challenging because of the content itself. You as an ID come from a completely different world and so you need to understand a whole lot of complicated stuff before you design the training. But, the challenge with soft skills training is to make it work. You may design a fun program that the learner may forget as soon as they are out of the classroom. But, how do you make the learning stick? How do you make an impact on their psyche? How do you change attitudes and behavior? You decide now which is more challenging.

Myth: Soft skills does not require any customization. Communication skills is communication skills regardless of who it is for.
What is customization? Customization is ensuring that learning happens in a defined context, which is typically the learner's reality. While I do believe that age old games have their space, I do think that customized cases/activities are far more effective. Training is a very common occurrence these days. You need newer and more effective ways of getting a message across. Case studies, games, group discussions can be designed to bring out effective learning. High impact learning makes the learner think.

Communication skills for a team leader is very different from communication skills for a CEO. Telephone etiquettes is very different for a receptionist vs for a call center executive. Presentation skills is very different for advertising than for design engineers. I don't believe in mixing a few existing slides and customizing it on the floor. I have seen this happen to and trust me it doesn't work. The minute you go with customized learning, the learner trusts you. Why? Because you have taken the effort to understand his world and so, he will help you through this process of transferring learning.

My dad keeps asking me 'How can a person who has spent 0 hours in the field, come and tell me how I am supposed to work?' While this opens several other debates, I think if the trainer had understood my dad's work environment, he wouldn't have let on that he has 0 experience in the field.

Myth: Embarrass the learner to make an impact and see the difference. It requires a highly skilled trainer with great charisma to get away with whatever they say. Otherwise, it requires a very good understanding of how your learners will react to this technique. These techniques may work wonderfully or scar the learning experience. I remember the trainer was conducting roles plays and he was being very rude. A learner got up and said 'Sir, we are not actors.' Therefore, the impact was negative and I doubt whether people bothered to listen after that. Soft skills are such that everyone has their own take on it. There is a lot of gray here. Therefore, you have to allow that space for the learner to think. And, make a convincing case of why what you are saying is relevant to them.

Myth: Theories define personalities. A trainer was explaining some model. A learner got up and asked why? Guess what the trainer said? 'Because that's is the way it is. This theory is age old and has been discussed by several experts.' Theories are just theories and are pretty much useless in soft skill programs. People don't buy the argument that some great soul said it so believe it! Give them a more solid reason to believe. This can happen only if they can see the trends in their daily experiences.

These are all the things people get wrong when they approach soft skills training. Make soft skill programs activity based. Let people learn from each other. Don't use ancient techniques. Try innovative, thought provoking stuff.  Soft skills is not an easy domain. Even learner who need these skills think they already have it. It requires the facilitator to bring about a self-realization and reflection on oneself.

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! :))

Designing Product Training - Challenges and Solutions

About the project: We had to design an induction-product training for employees of a global bank. We had to share the history of the bank and share information about the products.

The challenges:

1. The learner profile was diverse. We had people who had varied roles and experience. The course had to cater to the needs of a new joinee and also cater to the needs of an existing employee who has moved to a new vertical. 
2. It was essential for the learners to not only know about the products in their vertical, but also to understand what other products the bank had to offer. While the learner is interested in understanding the products that he/she is going to deal with, why would he/she be interested in learning about the other products? The motivation to read about their products was high and the motivation to read about other products was low.
3. The learners had to take other trainings along with this one. Therefore, 'the what is in it for me' had to be clear enough. We had SMEs sharing ocean of information. An overdose of information will kill any motivation to learn.
4. Information had to be readily accessible. Interest levels for different topics were varied. 
5. Through learner analysis, we knew that most people did not absorb anything during inductions and mostly learnt things on the job. 

The solutions:

1. Since the learner profile was diverse, we ensured that product information was available a click away. Therefore, the learner can select the topics that interest them first and check the others later. 
2. It was important to show the relevance. We had to make the learners understand why they needed to know about credit cards even if they belonged to investments. How did we do this? We told them: You are the face of the bank for your customer. Your customer sees you as the one-point contact with the bank. Therefore, if he has any queries about the bank or its products, he will ask you. In this situation, how would it look if you didn't have an answer. Wouldn't you rather be sure, confident, and helpful? We started each topic with a gain attention where a person is stuck in an embarrassing situation where he/she couldn't answer a simple query.  
3. Our strategy was a simple one - customer-centricity. We did not list features, plans, tariffs, blah blah blah. We shared scenarios of real customers and showed them how they benefit from the product. We filtered information and ensured that only the most important information was covered in this section. We had the detailed product training for phase 2. Therefore, there was no need to include everything in this course. We ensured that we identified a common structure for all products and shared similar information. The main idea was - What kind of questions will customers ask you? And, how can you answer these?
4. We ensured that information was available upfront. The learner can explore which ever topic she wishes from the menu page. We also ensured that the topics were relatively short, say 7-10 minutes duration. To keep the interest levels high, the testing points were also designed as customer queries.
5. Inductions can be overwhelming for new joinees. They think they have a lot to learn and no context to learn it in. How will he remember which product to suggest if he doesn't understand the context? We defined the context right at the beginning to ensure that they absorb the information.  

With this strategy, what the ID was doing was simplifying the information to make it easier to read and understand. Imagine you have PPT with a list of products and its features and you need to show this from the customer's point of view and make it interesting and easy to read. It was a challenge which we thoroughly enjoyed. Do you have similar experiences of tackling Product Training or Inductions differently? If yes, I would loved to hear them.

Which feature do I add on the learner interface?

I was reading this articles posted by Geeta, NO Next and Back Buttons on Learnability Matters. It was great reading and reminiscing the experience of designing the course on 'Dealing with Conflict Management.' At Kern, we give a lot of importance to user and learning experience. How you ask? Let me ask you a question.

How do you decide what goes on the learner interface?
A. We use the basic buttons/features: Next, Back, Pause/Play, Audio Mute, References, Glossary
B. We decide based on the learner profile and the need for features

If your answer is A: That's incorrect! (Love telling that to the learner, but hate having to read it ourselves?) Why? Because there is no such thing called "basic" buttons. Focus on learning experiences rather than adding features. Think about it. Who says that these are the basic or the most essential buttons that your learner needs to navigate through the course? We assume this to be the case. Do a really small experiment. Take a course and test it on your learners. See which buttons they use and why. You will observe that they will not use the buttons you thought were essential. And what's worse, they may look for other features that you have not included. 

The idea is not to undermine the importance of features provided in a course. But, to ensure that you integrate the right set of features in your package. Why give the learner features he will not use? Why miss out a feature that he/she is likely to search for? What do we do to get the right set of features?

1. Do a learner analysis: Understand the following:
a. What's their typical day like?
b. Have they taken an eLearning course before? How comfortable are they with the computer?
c. If they are expected to take the course during their work hours, what are the possible distractions in the learning environment?

2. Based on the profile and instructional design strategy, pick the features that are essential for the course. For example, if your course is an audio-dependent course, do not add a mute button. Instead add a pause button. If your learner is not fluent with the language, avoid transcripts.

3. Ask why and not why not. When discussing the features that you want to add on the learner interface, always ask your team why the learner needs a particular feature. In most cases, we say 'why not; let's just include this. This is bound to be useful'. If there is a doubt, keep it out. You can always add the feature later if your learner really needs it.

4. Do not design for edge cases and what ifs: Design for your primary user and for second visits. Do not design for edge cases and try to accommodate the what if scenarios.

5. Keep it simple. You cannot go wrong if you keep it simple. It is an extremely challenging task to just keep it simple. But it ensures that learner experience is not hindered due to clutter and unnecessary choices.

6. Test your course on sample learners: Test your course on atleast 5-7 learners. If you do not have access to them, test it on people who have a similar profile. This really helps understand how your learners will react to your course. It will give you a first hand experience of what their experience is like.

It is important to understand what the learners need than to just populate the learner interface with the regular features. Are we forcing actions that the learner does not need? Learner interface, navigation in particular, plays a crucial role in making your training program a success. So, think it out well. Spend some time getting it right.    
   

Choices - Too Many Does Not Help Anyone

What is the point of choices if they do not work for you?


This is the new tagline for the latest commercial of Monster India, a online job search site. The ads are funny and the message is really strong. Whenever I view this ad, I am reminded of how true this is in the learning arena also. 

Do we give our learner too much of content and expect them to choose what will suit them? I remember Geeta telling me that a client wanted a compliance training program that can cater to everyone in the organization. During my early years, Geeta drilled it into my head (and I am so glad for that) that we cannot have a single solution for EVERYONE. Compliance (for example) means different things for different people. For some, say the security staff, it may mean application-based knowledge while it may mean good to know information for certain roles.  


Learning paths can also be confused as categorization of content. Content chunking as individual/independent topics is very different from learning paths. Learning paths are customized based on rationale such as age, role, gender, need, and so on. But giving learners access to different topics and expecting them to pick out what ever they want may become a case of giving them too many choices. 

How about features on the interface of an eLearning application? Do we add unnecessary features for the learners to use? Do we even stop to think whether it adds real value to the course and whether people truly use these features? We automatically include features that we think must be included such as audio, mute, transcripts, glossary, references, etc. 

The bottom line is the more unnecessary choices you give to the learner, the more confused he is going to be. He will not be able to figure out to do with them. Will leave you to think about this with this piece from The Paradox of Choice - Why More is Less by Barry Schwartz

About six years ago, I went to the GAP to buy a pair of jeans. I tend to wear my jeans until they're falling apart, so it had been quite a while since my last purchase. A nice young salesperson walked up to me and asked if she could help. 
"I want a pair of jeans - 32-28," I said
"Do you want them slim fit, easy fit, relaxed fit, baggy, or extra baggy?" she replied."Do you want them stone washed, acid-washed, or distressed? Do you want them button-fly or zipper-fly? Do you want them faded or regular?"
I was stunned. A moment or two later I spluttered out something like, "I just want regular jeans. You know, the kind that used to be the only kind." I turned out she didn't know, but after consulting one of her older colleagues, she was able to figure out what "regular" jeans used to be, and she pointed me in the right direction. 
The jeans I chose turned out fine, but it occurred to me that day that buying a pair of pants should not be a daylong project. By creating all these options, the store undoubtedly had done a favor for customers with varied tastes and body types. However, by vastly expanding the range of choices, they had also created a new problem that needed to be solved. Before these options were available,, a buyer like myself had to settle for an imperfect fit, but at least purchasing jeans was a five-minute affair. Now it was a complex decision in which I was forced to invest time, energy, and no small amount of self-doubt, anxiety, and dread.