The model in action

The new learning architectThroughout 2011 we will be publishing extracts from The New Learning Architect. We move on to the eighth and final part of chapter 4:
The model in action
A multitude of opportunities for increasing learning exists within every context, both from the top down and bottom up. The table above shows just a sample of what is available. Some of these opportunities are certainly not new, but may not have been fully exploited in the past. Others – such as blogging, electronic performance support, online books, mobile learning, using forums and wikis, online search, podcasts and webcasts, social networking and blended learning – have resulted from relatively recent technological developments, and have certainly not yet been used to their full potential.
The model can help l&d professionals to:

  • consider all the contexts in which learning can take place at work and the opportunities that exist in each of these contexts;
  • assess the relative priorities that should be placed on each of the four contexts for a given population;
  • provide the right balance of top-down and bottom-up learning for that population;
  • create the conditions in which this strategy can succeed.

This process needs to be informed by a thorough understanding of (1) the role that each context plays in an overall l&d strategy, (2) the conditions necessary for learning to thrive from both the top-down and the bottom up, and (3) the range of opportunities that exists to support learning in each case. Much of the rest of this book is devoted to ensuring that understanding.
In the meantime you may be overwhelmed by the abundance of options at your disposal. There’s no doubt that learning and development was a lot simpler when it consisted either of sitting next to Nellie or attending a class. I remember George Siemens once saying that the more choice we have, the more likely we are to choose the familiar option. If that’s the case we’re all doomed. We have waited a long time for the tools to arrive. Now they’re here, the least we can do is try our best to put them to work.
Coming next, the first part of chapter 5: The scope of top-down learning
Return to Chapter 1 Chapter 2 Chapter 3
Obtain your copy of The New Learning Architect
 

A practical guide to creating learning videos: part 2

Practical guidesIn part 1, we looked at the various forms that learning videos can take and the ways they can be used, either as a stand-alone solution or as an element in a blend. We move on to the practicalities of getting a video made, starting with what the film and TV industries call pre-production – essentially all those tasks that need to be completed before you press record on the camera.
Seeing as we are concentrating on the absolute basics of video production, requiring the minimum of technical expertise and equipment, you might feel that pre-production is a bit of a grand topic to be spending any time on. But even the simplest productions need some planning, as we shall see.

Develop your concept

You need an idea. You can’t just press record and shoot the first thing you see. This idea must be compelling to some degree or no-one is going to take the time to watch. So, take the time to consider what you could contrive that would enhance the lives of your audience in some way. In a learning context, that could mean showing how to do something, explaining a difficult concept, or allowing people to share their thoughts and opinions on a matter of some importance.
If we’re talking online video (and probably we are) then you have to figure out how to realise your concept in five minutes or less. That’s not a long time, but it’s all most viewers are prepared to spare. Keeping your video short also reduces the burden on you in terms of the more advanced production techniques you would need to sustain interest over a longer period.
Five minutes is not so long, but your video still requires a beginning, a middle and an end. Think this through up front – don’t expect to be able to fashion all this in the edit.

Prepare a script or storyboard

If your video requires narration or acted dialogue then this clearly has to be scripted in advance. Even if you are conducting an interview, you’ll need to prepare the questions and have some idea how you expect the interviewee to respond and for how long. You can prepare a script using Microsoft Word or similar word processing software, or use a specialist application such as Final Draft. Normally a video script will provide some information about the visual content in the left-hand column and the words on the right, although there is no law about this.

Storyboarding
You can storyboard collaboratively with no more than some post-it notes. You can also use special storyboarding software.

Whether or not your video is going to contain narration or dialogue, if you intend it to be visually rich, with many different scenes, camera angles, graphics or effects, then you should seriously consider preparing a storyboard. This goes beyond a script to provide a rough idea of how each shot in each scene should be composed. A storyboard will be a great help both in planning and directing your shoot, reducing the chances that you will have to go back to shoot important elements that got forgotten on the day. You may find you can storyboard adequately using a pack of post-it notes. For something more permanent and sharable, PowerPoint may do the job. And of course there is specialist software available, like the free Celtx.

Find a suitable place to shoot

There are probably four main considerations when selecting a location for your shoot:

  1. Will it allow you to show what you need to show? If you were looking to demonstrate a task or act out a scene in an authentic setting, then this would be the over-riding issue. If a more contrived setting, such as a studio, will work equally well, then you have less to worry about.
  2. Will the environment be quiet enough? Without the right sound equipment, a noisy location could completely scupper your chances. If you really must work in a lot of noise, you will need a highly directional mic as close as you can to whoever is speaking. Of course this will not be an issue in a studio.
  3. Will there be enough light? Time was when every video shoot required dedicated lighting, but modern cameras – even the really cheap ones – cope remarkably well in low light. Having said that, you will always obtain best results when the scene is well lit, so if the ambient light is not likely to be good enough, hire some proper lights.
  4. Is the location available when you want and at an appropriate price?

Deciding what equipment you will need

Assuming you are intending to distribute your video online then, contrary to what you might think, the camera you use is not going to make a big difference to the quality of the end result. Why? Because practically all cameras – even webcams and the cameras built in to phones – provide adequate resolution for display on a mobile device or in a small window on a PC. Amazingly, many cameras can now record in high definition, which is fine if you are playing back on an HD-compatible display, but pointless otherwise. Don’t underestimate the processing power needed to edit HD video. Your computer will have to handle something like six times the number of pixels than it would with standard definition and up to 20 times the number you need for YouTube. If your computer can handle HD then fine, but don’t expect it to make any difference to the end result.

Video cameras
Video cameras come in many shapes and forms, including smart phones, digital SLR cameras and low-cost dedicated HD video cameras

If you really do need to record at high resolutions and to very high quality, then go for a professional camcorder (you’ll get something great for £1500) or one of the new digital SLR stills cameras with HD capability built in (the Canon EOS 5D Mark II sets the standard here). Otherwise there are plenty of excellent low-cost models to choose from, including what you have in your phone.
Much more important to the quality of the end result is the microphone. There will be one built in to the camera and this may be adequate, but if you want clear speech this has to be of good quality and highly directional. A much better option is to use an external microphone that can be positioned close to the subject. This could be wired or wireless, but does require that your camera has a socket to connect an external mic.
We’ve handled lighting already, which leaves the issue of a tripod. Some cameras have good integrated image stabilisation, but this can’t perform miracles. If you really need a rock-steady camera then support it on a tripod. Simple as that.
Coming up: the fun really starts with the shoot itself

Getting Started With Social Media and Learning

We’re always keen to include more useful giveaways, and today we’ve added an articles page to the resources section of the site.
To kick things off we’ve added a series of three articles on getting started with social media and learning, which were originally published in Inside Learning Technologies magazine between November 2010 and January 2011. After a basic introduction to what social media is and how it can be used for learning, we move on to the all important step of creating a business case before exploring how social can be added to a broader blend of learning activities.
You can download the articles here.
 

The need for bottom-up learning

The new learning architectThroughout 2011 we will be publishing extracts from The New Learning Architect. We move on to the seventh part of chapter 4:
Bottom-up learning is managed by employees themselves. Why? Because it is in their interests to gain whatever knowledge and skills they need to perform effectively. A bottom-up approach is needed to address the 80% of learning that is needed 20% of the time. It most needs to be encouraged in those organisations in which there is constant change and fluidity in tasks and goals.
Pareto principle
Bottom-up learning is cheaper, more responsive, less controlling, less patronising and altogether more in tune with the times. But it is also less certain, less measurable and less suited to dependent learners who don’t know what they don’t know.
For bottom-up learning to thrive, employees need the motive, the means and the opportunity (just like the perps in the crime novels). They will only have the motive if they are rewarded for effective performance. They will only have the means if employers help them to develop the metacognitive skills they need to learn independently and provide, where appropriate, the right collaborative software tools. They will only have the opportunity if employers are able to foster a culture which encourages self-initiative and does not penalise mistakes.
L&d professionals could do worse in future than to regard bottom-up learning as the default solution, the one they choose routinely except where it is obviously unsuitable. For too long, employees have been spoon-fed their education and their training, and have failed to develop as independent learners to the extent that perhaps they should have done. Those entering the workforce in 2010 have overcome these barriers and have higher expectations. Provide them with the motive, the means and the opportunities and their capabilities are likely to astound you.
Coming next in chapter 4: The model in action
Return to Chapter 1 Chapter 2 Chapter 3
Obtain your copy of The New Learning Architect
 

A practical guide to creating learning videos: part 1

Practical guidesVideo is very much the medium of the moment. Not only do we spend many hours each day watching it on our TVs, it has become an integral part of the online experience. An ever-increasing proportion of the population does not only consume video, it creates and shares it with a world-wide internet audience. Whereas once video cameras cost many hundreds, if not tens of thousands of pounds, they are now integrated for no additional cost in computers, stills cameras and mobile phones. And where once video editing could only be carried out by skilled engineers in elaborate editing suites, it can now be accomplished, often with equivalent production values, with free or low cost software on PCs and even mobile devices.

Video production then and now
Gone are the days when, to shoot a video, you depended on the services of a full crew and expensive equipment

Video editing then and now
The same applies to the post-production process. What once required an edit suite can now be accomplished with a smart phone app

In a learning context, video provides a compelling means for conveying content, particularly real-life action and interactions with people. Amazingly, it can also be quicker and easier to produce than slide shows or textual content. Sometimes you just have to point the camera, press record, shoot what you see and then upload to a website. Obviously it won’t always be that easy, but you should start with the attitude that `”I’ll assume I can do it myself, until proven otherwise.”

Media elements

In its purest form, a video is a recording, in moving pictures and sound, of real-life action as captured by a video camera. In actual practice video goes way beyond live action, and is capable of integrating just about every other media element, including still images, text, 2D and 3D animation. At the heart of video, however, will always be moving images of some form and an audio accompaniment, whether ambient sound, voice, music or some combination.

Interactive capability

As a general rule, video is not interactive, other than in an exploratory or navigational sense. And for the purposes of this Practical Guide we will be assuming no interactivity. Having said that, it is possible to build interactivity into video, whether that’s on a DVD, a digital TV system or online; it’s also possible to incorporate video material into what are essentially interactive media, such as scenarios and tutorials.

Interactive video
Although not the focus of this guide, video can be used interactively using DVD, digital TV or online. It can also be used as an ingredient in an interactive scenario.

Applications

In its purely linear form, video can be useful for the simple exposition of learning content, such as lectures, documentaries, panel discussions and interviews. It can also function within a more learner-centred context, as  a means for providing how-to information on demand, a facility that has been demonstrated with enormous success on YouTube.
As mentioned above, video also has a role to play within the more structured strategies of instruction and guided discovery, as a component within, say, interactive tutorials and scenarios. It is ideal for setting the scene for a case study or demonstrating a skill. It can also be effectively used as a catalyst for discussion in a forum or in a classroom.
Video is a rich medium in every sense. It is highly engaging and can portray real actions, behaviours and events more faithfully than any other medium. However, this comes at a price. Video is also data rich, and consumes vast amounts of bandwidth. On a CD or DVD this causes no problems, but your IT department will certainly want to know if you are going to be distributing video on a large scale over your company network.

So how do I get started?

Enough of the theory. You’re probably keen to get started. You’ll have to wait a week or two but in the subsequent parts of this Practical Guide, we’ll be looking at the absolute basics of:

  • pre-production: planning, scripting and choosing your camera
  • production: shooting a skills demonstration, a piece to camera, an interview, a lecture/presentation, an acted sequence, an animation – and when to admit defeat and bring in the experts
  • post-production: editing; adding titles, music and graphics; exporting / sharing

Coming in part 2: pre-production
 

The need for top-down learning

The new learning architectThroughout 2011 we will be publishing extracts from The New Learning Architect. We move on to the sixth part of chapter 4:
As stated previously, top-down learning happens at the employer’s initiative, and does so because organisations need their employees to have the right knowledge and skills if they are to perform effectively. Whatever the attractions of a more bottom-up approach (as we shall see), some learning cannot be left to chance. Why? Because employees need basic competencies and they don’t always know what they don’t know, where to look for answers or who to turn to; because requirements change (new policies, products, plans), and because employees must be developed to fill future gaps.
Pareto principle
However, it is unrealistic for all learning to be managed on a top-down basis, particularly in those organisations where change is constant and knowledge requirements hard to predict. As most top-down learning requires the direct intervention of subject experts and l&d professionals, resources are clearly going to be limited, so priorities have to be made. Top-down learning is likely to be most valuable for the 20% of knowledge that is needed 80% of the time, and for learning that is most critical in terms of risk to safety, budget or reputation.
Coming next in chapter 4: The need for bottom-up learning
Return to Chapter 1 Chapter 2 Chapter 3
Obtain your copy of The New Learning Architect
 

A practical guide to creating learning scenarios: part 4

Practical guidesIn part 1 of this series, we looked at what a learning scenario is, its basic structure, capabilities and applications. In part 2 we saw how simple scenarios could be used to help learners to undertake principle-based tasks. In part 3 we looked at how you could use simple scenarios to help learners to practise rule-based tasks. In this final part, we turn our attention to branching scenarios, which provide a more immersive approach to learning principle-based tasks. This builds on what we covered in part 2, so you might want to check back on that first. Our focus us here is on what it means for a scenario to be branching.

Why branching?

To understand the value of branching, you first need to understand how a scenario looks when it doesn’t branch:
Linear scenario
The diagram shows the learner being presented with a situation (S) and three choices. The learner is then immediately provided with feedback (F), related directly to the choice that they have made, pointing out positive aspects and correcting any misunderstandings or errors. All learners then proceed to the second stage of the scenario. Although the feedback can be considered to be branching, the overall path is linear.
While a linear scenario works well it many situations, it doesn’t resemble real life, where you get to experience the results of your decisions, for better or for worse.
With a branching scenario, it will be possible for different learners to progress along different routes through the scenario and to experience different end points. Where you arrive depends on the decisions you make along the way.
Branching scenario
The diagram shows only the initial two stages in the scenario – there could, of course, be many more. As you can imagine, if at every stage the scenario trebled in size (assuming three choices) it would soon become unmanageable. In practice, many branching scenarios return to a common narrative at key points or kick the learner out early if their initial choices represent fatal mistakes.

Providing the learner with feedback

Looking at the second flow chart above, you might wonder where all the feedback went! Well, first and foremost, feedback is implicit in the branching that occurs. If you shouted at the customer in situation 1, you’ll get your payback in situation 2.
Another way that feedback can be provided is with some sort of visual indicator, as the following examples show:

Extracts from Cathy Moore scenario
This scenario aims to help you make the transition from order taker to instructional designer and the meter at the bottom left gives you an update on your progress. On the right is an example of the feedback the scenario provides.

Thanks to Cathy Moore for this one. You might also be interested in the flowchart that Cathy created to help her design and test this scenario.
Extract from Montana scenario
This scenario, produced using the Rapid Intake tool, provides you with a traffic light indicator of how well you are doing as you progress through.

Extract from Montana scenario
At the end of the scenario, you are provided with detailed feedback on each one of your responses. You can then start again if you wish.

And thanks to Garin Hess at Rapid Intake for this example, which shows how comprehensive feedback can be provided at the end of the scenario.

Deciding on the look and feel

You can use any combination of still images, text, audio and video to present the situations in your scenarios, although the evidence is stacked against using text and speech simultaneously. Your decision is likely to be made on the basis of (1) how much realism is needed to adequately convey the situation, and (2) how much time and money you have got available to you.
Cathy Moore, along with her friends at Kinection, turned to a comic book approach for the acclaimed Haji Kamal scenario:

Extract from Haj Kamal
This scenario uses an eye-catching comic strip approach, achieved by converting photographs into illustrations. This extract is part of the scene setting.

Haj Kamal extract
Still using the comic strip approach, the learner is presented with a situation and a number of options for action.

Tools for developing branching scenarios
It is perfectly possible to build simple branching scenarios in PowerPoint and then convert to Flash using a tool that supports branching such as Articulate Presenter. General purpose desktop authoring tools, such as Adobe Captivate and Lectora, or online tools such as Rapid Intake’s Unison, have all the functionality you need. There is also talk of Articulate having a specialist scenario-building tool, called Storyline, in the pipeline for later in 2011.
Enjoy your story-telling.
A PDF version of this Practical Guide is now available.
Next up in the series is a Practical Guide to producing learning videos.

The need for formal learning

The new learning architectThroughout 2011 we will be publishing extracts from The New Learning Architect. We move on to the fifth part of chapter 4:
Formal learning
The goals of formal and non-formal learning are essentially the same – to equip employees with the fundamental knowledge and skills that they require to meet present and future job responsibilities. The difference is in the approach. The structure inherent in formal education, training and development – the objectives, the curricula, the assessment, the professional facilitation – provides advantages for employers and employees alike:

  • Employers can have greater confidence that important content has been covered consistently.
  • Employers can more easily track who has had what training and when.
  • Employers can have greater confidence that learning objectives have actually been achieved.
  • Employees can have greater confidence in the quality of the tuition they are likely to receive.
  • Employees are more likely to have access to professionally-designed materials.
  • Employees have the opportunity to gain a certification/qualification that will be valuable in their careers.

Coming next in chapter 4: The need for top-down learning
Return to Chapter 1 Chapter 2 Chapter 3
Obtain your copy of The New Learning Architect

A practical guide to creating learning scenarios: part 3

Practical guidesIn part 1 of this series, we looked at what a learning scenario is, its basic structure, capabilities and applications. In part 2 we saw how scenarios could be used to help learners to undertake principle-based tasks. In this third part we look in more detail at the steps involved in creating simple scenarios to help learners to practise rule-based tasks. Although scenarios are usually thought of as tools to support more complex problem-solving and decision-making, as we shall see, they can as easily be used as a technique for practising more routine, everyday tasks.

Rule-based tasks don't require you to make judgements, just to follow instructions

When we talk about ‘rule-based tasks’ we mean those activities that can be carried out repeatedly according to clearly laid-out instructions. The job holder is not required to make a judgement, just to follow the rules – if this … do that. In the developed world, it would be fair to say that less and less tasks are of this nature, because routine tasks that obey strict rules can often be undertaken by robots or computers, transferred off-shore where the labour is cheaper or just looked up from some reference source as and when needed. Having said that, everybody’s job involves some rule-based elements, and some tasks simply can’t be carried out by a machine or at a distance.

Step 1: Teach the rules

Principle-based scenarios are typically used as an element in a process of guided discovery. The  scenario brings out issues which can then be reflected upon and discussed, hopefully resulting in learner insights. A task-based scenario is much more likely to be used within an instructional strategy – you teach the rules, then have the learner practise applying them in realistic situations.
So, before building the scenario, be clear about what the steps are in the procedure you want to teach and the rules that need to be applied at each step. Then create some content to get all this across:

  • provide an overview of the task and why it is important
  • demonstrate each step, explaining the rules that need to be applied and why these are necessary

Don’t over-teach. The idea is to provide the minimum information necessary for learners to be able to have a go themselves. The detail can be filled in later, either as feedback within the practise scenarios or as further reading.

Step 2: Develop a storyline

You can then set about designing your scenarios. The idea is to provide the learner with the most realistic experience of the task that you can. For more difficult tasks, start with a simple initial practice that will allow the learner to build their confidence by applying the most basic rules. Then move on to provide more difficult scenarios that require the learner to apply more complex rules. Aim to provide enough opportunities for practice that any learner will be able to gain confidence in applying the rules to real tasks.
You will not always be able  to provide completely  authentic practice opportunities. Sometimes your scenarios will be just a first step to be followed up by more realistic practice away from the computer.

Step 3: Develop your script

As with principle-based scenarios, use whatever media are necessary to convey the storyline. Text and images will often suffice, but if you need a more realistic experience, you have the option of richer media – perhaps even 3D graphics.
As ever, your hardest job will be to develop suitable questions. Where possible, these should match the real-life experience, so if the real task requires someone to type a code into a form field on a computer, then have them do the same thing in your scenario.

If you can, make the interaction match the task. Here the learner is required to complete a form field as they would in a real software application.

If you plan to use multiple-choice questions, then make sure that all the options are plausible

Ideally every option should have its own feedback. This allows you to correct any misundertandings that might have led to an incorrect answer and to add little details that you might have held back from your initial demonstration.
The feedback you provide can be used to correct any misunderstandings and to add extra detail

Step 4: Test and revise

As early as you can, have some sample learners try out your scenarios. Find out from them whether the scenarios are sufficiently realistic, whether they understand clearly what they have to do, whether the questions are set at the right level of difficulty, and whether the feedback is helpful. Be prepared to make lots of refinements until you get it right.

Coming in part 4: creating more complex branching scenarios

The need for non-formal learning

The new learning architectThroughout 2011 we will be publishing extracts from The New Learning Architect. We move on to the fourth part of chapter 4:
More proactive approaches are needed because, however good our performance support environment, there are certain fundamental things we need to know and skills we need to have before we can make any serious attempt to function in our present jobs, or take on new responsibilities. We are, of course, recruited as much as anything, for the skills and knowledge we already possess – for our years of experience with other employers and for our qualifications. But every employer is different in terms of their culture, their particular policies and procedures, and the people that they employ. Even the most qualified new recruit requires some induction.
And jobs don’t remain static – responsibilities change along with new strategies, processes and systems, creating new requirements for knowledge and skill. And looking ahead, organisations and employees themselves have an obvious interest in making preparations for employees to take on greater responsibilities.
In addressing these needs, organisations can, of course, deliver formal interventions, typically packaged up as ‘courses’. However, they can also call upon a wide range of more flexible, non-formal approaches, which allow for continuous learning and development.
Coming next in chapter 4: The need for formal learning
Return to Chapter 1 Chapter 2 Chapter 3
Obtain your copy of The New Learning Architect