A practical guide to creating learning scenarios: part 2

Practical guidesIn part 1 of this series, we looked at what a learning scenario is, its basic structure, capabilities and applications. We move on now to look in more detail at the steps involved in creating simple scenarios to support learners in understanding the principles underlying everyday problem-solving and decision making. Scenarios are well suited to this type of learning problem, because they provide learners with the opportunity to experiment with different responses to the sorts of situations that they could encounter in their jobs and to gain insights into the dynamics which can determine success and failure.

Principle-based tasks require you to make judgements rather than simply follow rules

When we talk about ‘principle-based tasks’ we mean those jobs that cannot be accomplished by following simple rules – ‘if this happens then do that’. Principle-based tasks require you to make judgements on the basis of the particular situation you happen to be facing. They require you to understand cause and effect relationships, i.e. principles:

  • Projects with unclear objectives are more likely to fail.
  • Irritable behaviour can be caused by lack of sleep.
  • You’ll find it easier to cope if you don’t look at each email as soon as it comes in.
  • An impolite greeting will turn the customer against you before you’ve begun.

Principles such as these are relevant to just about any job you can imagine, although clearly some more than others. They are rarely black and white – in fact they are often the subject of differing opinion. Principle-based tasks, therefore, require a very different treatment and this is where scenarios come into their own.

Step 1: Decide what principles you want to bring out through the  scenario

A scenario needs a clear purpose – don’t use it just to lighten up what would otherwise be a boring piece of e-learning.  Be realistic about what you can achieve in one scenario. You may be able to tackle a simple principle with a single question, but often a whole series of questions will be required to bring out all the elements and to compare different perspectives. A lot depends on your learner. Novices will want to look at a single issue at a time, whereas more experienced practitioners may feel comfortable immersing themselves in a complex situation with all sorts of competing pressures. If in doubt, keep it short and simple.

Step 2: Develop a storyline

Your next task is to develop a storyline that will bring out the principles you have chosen to focus on. It is really important that this storyline is credible with your audience. They must be able to relate to the situation and the characters. If you are struggling for ideas, ask a sample of your potential learners to describe the situations they face in their own day-to-day work. As with TV drama, be careful not to base your plot too closely on a real-life incident in case you reveal the identity of the protagonists.
The problems that you set should be challenging yet achievable. Remember that what is challenging for a beginner may be completely obvious to an old hand, so adapt your scenario to your audience. With beginners, it’s a good idea to start with relatively straightforward and routine problems, and move gradually to the more complex cases in which right and wrong is not so easy to establish.

Step 3: Develop your script

Use whatever media are necessary to convey the storyline. More often than not text will do the trick, but some situations will be hard to get across without richer media.

You can use any media to describe the situation, but text and graphics will often suffice

This scenario is presented as a dialogue shown as a series of pictures with speech bubbles

Without doubt, your hardest job will be to develop plausible options for your questions. Every option should be tempting to at least a minority of your target audience. Throwaway options, which are clearly not going to work, will devalue the whole process.
Each of the options you present needs to be plausible, at least to a minority of your target audience

Assuming this is not a branching scenario (and we’ll be dealing with these later in the series), every option should have its own feedback. Writing this feedback will not be as simple as “Correct – well done” or “Sorry, incorrect.” Every answer deserves a considered response, weighing up all the pros and cons. If the feedback won’t fit on the same screen as the question, jump to a new screen where you have more room. Remember that this feedback will be the primary source of new learning, so it shouldn’t be wasted.
Again, assuming you are not creating a branching scenario, you should allow the learner to explore any and all of the options before moving on. A scenario is not an assessment, so don’t follow assessment rules.
Each option here has its own feedback, written to bring out the pros and cons of the learner's choice. Learners are free to select as many options as they like.

Step 4: Test and revise then do it again

You’ve probably got the message by now that a scenario needs to be authentic. The only way you will tell whether you’ve got this right is to try it out with typical learners. Bring them in early. Have them provide a verbal commentary to you as they attempt the questions. Act on their feedback and then test again. You are not admitting a mistake by changing your script – you are showing how much you want to make it work.

Coming in part 3: creating simple scenarios for rule-based tasks

The need for on-demand learning

The new learning architectThroughout 2011 we will be publishing extracts from The New Learning Architect. We move on to the third part of chapter 4:
On-demand learning is necessary because, in many jobs, it is impossible to know everything there is to know. And even if, through prolonged study and training, you were lucky enough to get to know it all, you’d soon find that most of it had changed. In the knowledge economy, it is more important to know where to look – or who to talk to – than it is to have the knowledge yourself.
According to market intelligence firm IDC, employees are, on average, losing seven hours per week searching, resolving queries and interrupting colleagues for assistance with procedures. The obvious solution, to provide some form of training, is simply not practical when the volume of information required to do your job effectively is too great or the information changes too rapidly. Formal training is arduous, disruptive and expensive and so best reserved for getting across the most critical concepts and principles, and the skills that employees use every day.
Increasingly, a better answer is to encourage learning at the point of need, when it is critical to an immediate challenge and when the employee’s motivation to learn is therefore at its greatest. As Samuel Johnson once said, “Knowledge is of two kinds: we know a subject ourselves or we know where we can find information upon it.”
Coming next in chapter 4: The need for non-formal 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 1

Practical guidesA learning scenario consists of a description of a realistic situation (usually fictional), accompanied by one or more questions that challenge the learner to respond to some aspect of that situation. At its simplest, a scenario could consist of a single description followed by a single question, but it could also develop in stages with one or more questions at each stage. In the case of a branching scenario, the information depicted at each stage will vary depending on the answers the learner made at previous stages.
The information that describes a scenario could be presented using a wide range of media elements, including text, images, animations, audio and video, in various potential combinations. What is more important than the media mix is that the situation described to the learner seems relevant and authentic.
Although, in theory, a variety of different question formats could be employed to challenge the learner about aspects of the situation, the most common and the most versatile is the simple multiple-choice question:

This simple scenario is presented as a short text statement with an accompanying picture. The learner then has three options from which to choose. Feedback is provided simply in text depending on the option selected.

Note that scenarios can be presented in the third person, as in the example above, where you are an observer to the situation, but they can also be delivered in the first person, with you as an active participant in the situation:

What would you do first?

Feedback plays a very important role in a learning scenario. This could be explicit and immediate, as in the example above. However, in a branching scenario, the feedback occurs implicitly, by what happens next – you learn by seeing the potential results of your decisions.
In this practical guide, we’ll be exploring scenarios in all of these forms.

Media elements

As we have seen, a scenario has three core components:

  1. A description of a situation
  2. A question with various options
  3. Feedback on the options selected or, in the case of a branching scenario, a jump to the next stage in the scenario

The first and third of these could be presented in a wide variety of forms:

  1. Simple text
  2. Text with one or more images
  3. Audio with images or animations
  4. Video

The question and options will normally be presented textually, to provide the learner with as much time as they need to reflect on their decision.

Interactive capability

A learning scenario is by nature interactive – a case study with questions built in. Although, in this Practical Guide, we are focusing on fully-interactive scenarios, it is worth mentioning that very similar results could be obtained by combining a more conventional case study with some means for collaboration, such as a forum, a blog or a classroom discussion.

Applications

Principle-based tasks: A learning scenario is most commonly used to help a learner gain insight into key principles that influence the problem-solving and decision making elements of their work. The focus here is on tasks that cannot always be accomplished through the application of a few simple rules – there is a need for critical judgement to be applied. In these cases, a strategy of guided discovery is usually applied. The scenario is positioned early in the solution, before the formal presentation of learning material. It provides a chance for the learner to experiment with different approaches and to reflect upon the possible outcomes.
Rule-based tasks: However, a scenario could also be used as a means for practising a simpler, rule-based task. Here the strategy is more likely to be instructional, with the scenario coming later in the solution, after the rules have been explained.

Scenario-building tools

Scenarios can be produced quite simply in tools such as PowerPoint, using hyperlinks to jump from slide to slide depending on the learner’s selections. Further functionality can be added by converting the slides into Flash, using tools such as Articulate or Adobe Presenter.

Scenario created in PowerPoint
This scenario was created using Microsoft PowerPoint

For maximum flexibility, use a fully-fledged e-learning authoring tool, such as Adobe Captivate or Lectora.

Coming in part 2: creating simple scenarios for principle-based tasks

The need for experiential learning

The new learning architectThroughout 2011 we will be publishing extracts from The New Learning Architect. We move on to the second part of chapter 4:
Experiential learning occurs whether we want it to or not, but there are good reasons why we should be supporting and encouraging it:

  • Because everyday work experience is rich with opportunities for learning.
  • Because we don’t always take the best advantage of these opportunities.
  • Because, if something goes well, we want to repeat it.
  • Because, if something goes wrong, we want to avoid it happening again.

Without experiential learning, all we are left with is the ‘doing’. We repeat the same actions over and over again, never improving and constantly at risk to every new threat that appears in our environment. Experiential learning is ‘doing’ plus an essential additional ingredient – reflection. Without reflection, we can have many years of experience and learn less than someone who is a relative newcomer but who has learned how to learn.
Coming next in chapter 4: The need for on-demand learning
Return to Chapter 1 Chapter 2 Chapter 3
Obtain your copy of The New Learning Architect
 

Trivantis announces Snap! by Lectora

Today the Lectora user Conference began in the US, and it brings with it a couple of firsts.
For a start, the event (or at least parts of it) are being streamed live online. This is a trend we’re witnessing with many organisations and events, and it’s something we hope to see more of. Why limit exposure to your product to just those who can make it to the event, when you can share it live, globally? They’re also encouraging the back channel conversations on Twitter.
Of the announcements made by CEO and Chairman Charles Beech, the one that really grabbed my attention was the launch of Snap! by Lectora. This is a PowerPoint plugin that they are positioning as a competitor to Adobe’s Presenter and Articulate’s Studio as the entry point for anyone wanting to get started in elearning development.
Without a doubt, it’s most interesting feature is it’s price, just $99 compared to the $500-$999 you’d pay for it’s targeted competitors.
Will it really prove to be a competitor? That remains to be seen, but we’ll be doing a review just as soon as we get the demo installed.

A contextual model for learning

The new learning architectThroughout 2011 we will be publishing extracts from The New Learning Architect. We move on to the first part of chapter 4:
Every context is a learning context, whether we are at work or play. We are born as learning machines and continue to learn until the day we die. We may not always be consciously learning, but learning is taking place whether we are aware of it or not, as we strive to make sense of and adapt to the circumstances in which we find ourselves.

Four contexts

Four contexts
In our working lives there are various contexts in which we can learn:
Experientially: Experiential learning is ‘learning from’ rather than ‘learning to’. It occurs consciously or unconsciously as we reflect upon our successes and failures at work and those of our acquaintances.
On-demand: On-demand learning, as with the others that follow, is a form of ‘learning to’. It occurs because we don’t know how to perform a particular task and need immediate help to acquire the necessary knowledge. On-demand learning can be regarded as synonymous with ‘just-in-time learning’ or ‘learning at the point of need’.
Non-formal: Non-formal learning is ‘learning to’ with a more relaxed timeframe. It occurs whenever we – or our employers – take deliberate steps in preparation for the tasks we will be expected to carry out in the medium to long-term future. This may cynically be referred to as ‘just-in-case’ learning, in contrast to learning that is ‘just-in-time’. Non-formal learning takes many shapes, but stops short of those interventions which are packaged up as formal courses.
Formally: Formal learning occurs through learning events or packages with clearly set-out learning objectives, pre-defined curricula, means for assessment and the award of some qualification or certificate of completion. Unless the course is entirely self-study, there will also be a designated teacher or trainer.

Two perspectives

Top-down and bottom-up
These categories are useful, but they don’t distinguish between the learning that is planned for and supported by our employer, through the efforts of the l&d department and others (top-down learning), and the learning that we carry out on our own initiative, in work or outside, using resources that we find for ourselves (bottom-up learning). So, experiential, on-demand, non-formal and formal learning can originate in two ways:
Top-down learning occurs because organisations want their employees to perform effectively and efficiently and appreciate that this depends, at least in part, on them possessing the appropriate knowledge and skills. Top-down learning is designed to fulfil the employer’s objectives, not the employees’.
Bottom-up learning occurs because employees also want to perform. The exact motivation may vary, from achieving job security to earning more money, gaining recognition or obtaining personal fulfilment, but the route to all these is performing well on the job, and employees know as well as their employers that this depends – again, at least in part – on them acquiring the appropriate knowledge and skills.
Coming next in chapter 4: The need for experiential learning
Return to Chapter 1 Chapter 2 Chapter 3
Obtain your copy of The New Learning Architect

A practical guide to creating learning screencasts: part 3 – using desktop tools

Practical guidesIn part 1 of this guide, we looked at the arguments for screencasting. In part 2, we examined how best to work with simple, online, all-in-one-take tools. In this final part, we check out the more fully-featured desktop screencasting tools.

Choose a tool

Desktop screencasting tools have been around for well over a decade. Over time, two tools have emerged as clear front-runners – Adobe Captivate and Techsmith Camtasia. However, other tools can definitely do the job, including the free Wink. There are also much higher-end performance support tools as well as applications designed specifically to support screencasting for ERM systems such as SAP and Siebel.

What you can do with these tools

Desktop tools will give you much greater functionality than online tools. Whether you need this functionality or not only you can decide. For example, Camtasia will allow you to:

  • Record a webcam stream alongside the screencast. This feature requires some care, because it could just create visual noise.
  • Edit your screencast just like a video.
  • Record narration quite separately from the recording of the software demo.
  • Not use an audio narration at all, focusing instead on the use of text labels and highlights.
  • Share your output in a wide variety of ways including CD-ROM, a YouTube-ready format, or as an MP4 video for Apple mobile devices.

Camtasia output
Camtasia allows you to output to a wide range of formats, especially video

Although you can add interactivity to Camtasia screencasts, including quizzes, the product is heavily orientated towards video as an output. In this respect, it differs quite noticeably from Captivate which, as well as allowing you to  add narration, labels, highlights or any combination of these, also permits you to achieve the following:

  • Have the learner interact with the simulated application (in Training Mode) rather than just watch and listen to your presentation (Demo Mode).
  • Assess how well the learner can carry out a software task on their own, without prompts (Assessment Mode).
  • Output to Flash (with SCORM wrappers if you’re deploying on an LMS).
  • Output to F4V (Flash video), or as as a handout in Word/PDF format (any of which will lose you your interactivity).

And, of course, Captivate is much more than a screencasting tool. It has all the functionality needed for creating general-purpose e-learning modules.

Captivate captions
Captivate can generate captions automatically, although these can always be edited later

Captivate feedback
Captivate also allows you to provide the user with feedback based on their interactions with the simulated software

Start with a plan

However impulsive you may be, it will save time in the long run to think through carefully what you are trying to achieve from your screencast:

  • If your screencast is going to be used for reference, then a demo is probably all you need (“show me”).
  • If you’re looking to build competence, then have the user interact with the simulated software (“try me”).
  • If you need to measure competence, then build in an assessment (“test me”).

Also consider the topic for your screencast. Don’t bother teaching functionality which is pretty obvious anyway – concentrate on those tasks which you know users are having trouble with. And rather than talking about the functionality in abstract, much better to tell a story, to demonstrate how the software is used to solve real world problems.
Reference information is best kept short and sweet. If you have four aspects of a system to describe, create four screencasts. If you really do need to build a more elaborate piece of content, then make sure you add a menu that enables users to get to the information they want without delay (but remember menus are of no use if you are exporting to video).

Scripting

The more elaborate your screencast becomes, particularly in terms of interactivity, the more you will benefit from designing it in detail before you commence production, and that is likely to include a script for the narration. As ever, the key to success here is making sure the narration comes over as natural and conversational. Much of that is in the writing (write for the spoken voice, not for the screen) and the editing (try reading it aloud and if this causes you any difficulty,  keep working on it), but delivery counts too. Not everyone will come over well as  a narrator. If, even with practice, you can’t deliver the script confidently and convincingly, ask someone else to help or, best of all, hire a professional.

Recording

With an online tool, you record the whole screencast in one take. If you make a mistake, you have to start again. With desktop tools, you are under much less pressure. You can record your demos piece by piece and assemble them together later. Mistakes can easily be edited out.
However, you still have to make some major decisions like the size of the capture window. Be mindful of the device and the software your audience will be using to view your screencast – if necessary focus in on a small area of the application.

Camtasia record options
Recording options in Camtasia

Captivate record dialog
The dialog for setting recording options in Captivate

Editing

Here’s where desktop tools come into their own. You’ll find that just about any aspect of your screencast can be changed to suit your requirements. You can supplement your recordings with titles, menus, captions, highlights, interactions and much more.

Editing in Camtasia
Camtasia provides much of the functionality of a full-blown video editor

Don’t rely on your own judgement. Test every aspect of your screencast out with colleagues or, better still, typical users, at each step in development. Don’t get precious about sticking to your original design – what matters here is that it works!
This guide is now also available as a PDF download
Take a look at our other practical guides
Coming next: A practical guide to creating learning scenarios
 

Learning to learn better

The new learning architectThroughout 2011 we will be publishing extracts from The New Learning Architect. We move on to the fifth and final part of chapter 3:
According to Dror , “If learning is to take place, learners need to have the cognitive capacity to grasp the concepts and skills. However, no less important is the learner’s ability to know and be adept in higher cognitive functions, specifically to know what they know and what they do not know (metacognition), and to know how best to learn.”
Metacognitive skills are particularly important when you wish learners to be more independent in their learning, to take greater control over what they learn, when and how. They clearly cannot be effective in their independent learning if they don’t know what to focus their attention on. Metacognitive skills are hard to train, but that does not prevent trainers from helping learners to gain metacognitive insights, perhaps by some sort of diagnostic pre-test, simulation or similar exercise.
Study skills are easier to address. Experience and research shows that the following activities will greatly enhance the learner’s chances of success:

  • Note-taking: The best way to make sure that new information sticks is to write it up in your own words. There is good evidence to suggest that recall improves by 20-30% when you do take notes.
  • Visualisation: Many people find that it helps to create a mind map or some other form of diagram to help explain the relationships between the various concepts that they are studying.
  • Teaching it: Teaching what you have learned is a wonderful way to improve your own comprehension. The very process of working out how you are going to convey something clearly and simply to others will compel you to clarify your own understanding. Scott Young suggests a more topical way of achieving this: “If you really want to learn something, I’d suggest starting a blog and then just writing about the stuff you’ve learned. Whether you are studying courses or just trying to master a discipline, writing down what you know and trying to teach it to others will dramatically increase your own understanding.”
  • Using it: The familiar imperative to ‘use it or lose it’ is good advice. The more you practise, the better you get. As Clark, Nguyen and Sweller  explain: “Any task that is performed hundreds of times becomes established in long-term memory. Once automated, the skill can be performed with little or no resources from working memory. In effect, these skills are performed unconsciously.” You probably know the joke about the concert goer who asks the man in the street how to get to Carnegie Hall. The man replies with a single word, “Practise.”

References
Meta-cognition and Cognitive Strategy Instruction by Itiel Dror, a paper for Learning Light, 2007
Seven little known ways to dramatically improve your learning by Scott Young, a guest blogger at Ririan Project
Efficiency in Learning by Ruth Clark, Frank Nguyen and John Sweller, Pfeiffer, 2006
Coming next: Chapter 4 – A contextual model for learning
Return to Chapter 1
Return to Chapter 2
Obtain your copy of The New Learning Architect
 

A practical guide to creating learning screencasts: part 2 – creating all-in-one-take screencasts

Practical guides
In part 1 of this guide, we looked at the arguments for screencasting and the two main types of tools – online, all-in-one-take and fully-featured desktop applications. In part 2 we take a look at the former.

Choose a tool

There are plenty of free online screencasting tool – you’ll find plenty listed in Jane Hart’s Directory of Learning Tools. To get your search started, you could do worse than take a look at screenr, screenjelly and screencast-o-matic.

Why use an online tool?

Here are some arguments for going the online route:

  • If they’re not free, then they’re certainly inexpensive.
  • You don’t have to download an install yet another desktop application.
  • They come with all sorts of nifty connections to other online tools, particularly social media.
  • The tools come with very basic functionality, so you’ll be up-and-running in minutes and won’t spend ages tinkering.

As you probably guessed, there are some drawbacks:

  • There may be some security issues having your organisation’s applications and sites shared online.
  • You need good internet connectivity.
  • Because you only get the one take and can’t edit your work or add extra functionality, you may not be able to achieve all you want.
  • If the vendor goes bust, bang goes your content (assuming you haven’t downloaded copies).

Choose your topic

All-in-one-take screencasts make great resources for just-in-time use or as elements in a blended offering. They need to be short (under 5 minutes) and highly practical. Don’t just work through all the functions in your application or on your site, regardless of whether anyone’s interested – describe how to do something really useful and not obvious. Everyone loves practical tools and tips.

Prepare

You’ll want to think through carefully what you want to show and how. If necessary, practise a few times until you feel confident that you can perform the task fluently. In most cases best advice would be not to script – the best screencasts are simple and conversational in tone. If you really must script, then edit the words carefully to make sure they sound completely natural.

The instructions won't take long to read!

Setting up

Typically you will be asked to select the area of the screen that you want to capture or to pick one of a range of standard sizes. Remember that the screencast is likely to be viewed at less than the original size, perhaps much less if on a smart phone, so focus in on what’s really relevant. A few tests should help you to find the most appropriate arrangement.
If you have more than one microphone on your system, then you’ll have to specify which one you want to use. As with all audio, quality does count – if you have a quality mic (ideally with a pop shield) then use it. If not, use what you have, but try to ensure there’s not a lot of background noise.

The screenr toolbar is typical of all these tools. You can set the capture dimensions, choose your mic and then start, pause and stop the recording.

Record

First, briefly introduce yourself and explain what it is you will be showing and why viewers will find this useful. Then commence your live performance (no pressure then), pausing where necessary. If you make minor stumbles, don’t stop, because chances are no-one will notice or care. Obviously if you make a complete hash, there’s no problem in starting again.

Sharing

Screenr allows you to share your screencast in a number of ways or download to use locally

Depending on the tool, you’re likely to have plenty of ways to share your screencast:

  • Provide a link in an email, tweet, blog post or forum post or on your intranet, web site or LMS. The user will be taken to the vendor’s website to see the screencast.
  • Alternatively play the screencast directly in a web or forum posting or  on a web page by embedding the HTML code supplied by the vendor.
  • Download the screencast as a video. You can then upload it to your website, intranet or LMS, or send it out as an email attachment.
  • Publish the video on YouTube.

Coming in part 3: Using more sophisticated desktop tools.

Helping others to learn

The new learning architectThroughout 2011 we will be publishing extracts from The New Learning Architect. We move on to the fourth part of chapter 3:
As someone who has chosen to read this book, you presumably have more than a passing interest in helping the learning process on a little, whether directly, by training or creating instructional materials, or by introducing policies that will help learners and their managers to be more effective in their own efforts. So let’s take a break from looking at the process of learning to examine those practices that are likely to provide learners with the most effective support.
First of all, it is worth clarifying once and for all, that learners are not empty vessels into which you can pour whatever knowledge you would like them to have. As we have seen, learners are in the driving seat, not you. They determine what it is to which they pay attention; they decide whether or not to make the effort to transfer what they have learned into long-term memory; it is their mental models into which the new knowledge will be integrated, not yours. There is a massive difference between what is taught and what is learned. As Theodore Roszak explains, “Information is not knowledge. You can mass-produce raw data and incredible quantities of facts and figures. You cannot mass-produce knowledge, which is created by individual minds, drawing on individual experience, separating the significant from the irrelevant, making value judgements.”
Before you even consider delivering new information, the learner must be in the right emotional state, as Daniel Goleman reminds us: “Students who are anxious, angry or depressed don’t learn. People who are caught in these states do not take in information effectively or deal with it well.”
And with the negative emotions removed, it is just as important to work on the positive, as Berman and Brown emphasise: “It is emotion, not logic, that drives our attention, meaning-making and memory. This implies the importance of eliciting curiosity, suspense, humour, excitement, joy and laughter.”
Norman also sees the value of excitement in learning: “The most powerful learning takes place when well-motivated students get excited by a topic and then struggle with the concepts, learning how to apply them to issues they care about. Yes, struggle: learning is an active, dynamic process and struggle is a part of it. But when students care about something the struggle is enjoyable.”
He goes on: “Students learn best when motivated, when they care. They need to be emotionally involved, to be drawn to the excitement of the topic. This is why examples, diagrams, illustrations, videos and animations are so powerful. Learning need not be a dull and dreary exercise, not even learning about what are normally considered dull and dreary topics.” And how can these topics be made exciting? Well, nothing works better than by making them relevant to the lives of each and every individual student.
Even the best motivated learner is restricted by the rate at which the brain can cope with new information. Fortunately there is a great deal you can do to minimise the learner’s cognitive load, the burden on their working memory. At a relatively simplistic level you can cut back on the amount of information that learners are exposed to and are expected to acquire at any one time. More often than not, trainers and instructional designers dramatically overestimate the amount of new material that their learners will be able to assimilate. They would do better to break the content down into manageable chunks, remove all unnecessary or redundant material and focus the learner’s attention on the most critical material. Further progress can be made by taking advantage of the ability of working memory to process both visual and auditory information separately, utilising the benefits of self-paced learning, using diagrams to aid understanding, and supplying the learner with materials that they can refer to on-the-job.
Trainers and designers can also help the learner to retain what they learn, to transfer new knowledge to long-term memory. Without this help, there is a danger that much of the new information will be forgotten within hours. Dror encourages setting learners more challenging tasks: “As depth of processing increases, the material will be better remembered. As the learners interact with the material in more cognitively meaningful ways, as they consolidate it with other information in their memory, they are going to remember it better. Rather than using repetition, have the learners make judgements about the material. As the judgements are more complex, depth of processing will increase.”
As mentioned previously, transfer to memory is not enough; the knowledge also needs to be easily retrievable when the need arises. The best way to facilitate retrieval is to fashion practical exercises so they mirror the way that tasks will be carried out on-the-job. Another tactic is to provide knowledge retrieval exercises at intervals throughout the learning process. Practice, supported by specific and immediate feedback, that is managed in this way has many advantages over practice that is massed, not least because learners get the chance to detect and correct any mistakes or misunderstandings at the earliest opportunity.
It is worth reminding ourselves at this point, that the focus of this book is on learning at work, not the process of early development and education. As Bill Sawyer explains, there is a difference: “Well before our consciousness develops into a sense of ‘I’, we are learning machines. We depend upon it for our survival as both individuals and as a species. But learning grows with us. Initially, learning is virtually an automatic process. Before long it begins to take on more and more characteristics of choice. There is still learning by chance or environment, but we begin to take more control over our learning.”
Eventually, the principles of adult learning as defined by Malcolm Knowles come into full effect. As a person matures:

  • their self-concept moves from being a dependent personality to a self-directed one;
  • their growing experience becomes an important resource for learning;
  • their time perspective shifts from one of postponed application of knowledge to the immediacy of the task at hand;
  • their motivation to learn comes from within.

Also, as adults we have a significant, long-term investment in the way we are now. Learning is a change and change is a threat to the status quo, to the time, energy and other resources you have expended to become what you are. Resisting change does not make you a Luddite or a ‘difficult person’. Everybody resists some changes and this is only right and proper, because not all change is necessary or beneficial. We would be weak-minded if we simply adopted every suggestion and acted on every order, however senseless.
People don’t actually resist change, in fact we voluntarily and enthusiastically engage in all sorts of massive and highly risky changes throughout our lives. Changes like getting married, having kids, moving from one town or country to another, even changing careers. Clearly these are not trivial changes. It seems that what people actually resist is being changed, that is change that they haven’t instigated for themselves.
Learning changes the brain, for good. If it doesn’t, then it hasn’t happened. The learner is the gatekeeper to their brain and no amount of lecturing, instructing, prescribed reading or showing of videos will make any difference if the learner is not convinced that they want their brains changed. For the gates to be opened, the learner has to recognise that they have a gap in their knowledge or skills that they believe is worth filling. And they will be much more committed to the process – and the learning will be much deeper – if they have discovered the learning for themselves. The humanist psychologist Carl Rogers once said that “nothing worth learning can be taught”, which is probably going a bit far, but there’s little doubt that learning by doing, conversation, reflection, discovery and inductive (non-directive) questioning will be more effective than simply telling.
References
The Cult of Information by Theodore Roszak, University of California Press, 1994
Emotional Intelligence by Daniel Goleman, Bantam Books, 1995
The Power of Metaphor by Michael Berman and David Brown, Crown House Publishing, 2000
Shall I remember? by Itiel Dror, a paper for Learning Light, 2006
The New Hierarchy by Bill Sawyer, a posting to The Learning Circuits Blog, May 2007
The Adult Learner by Malcolm Knowles, Butterworth-Heinemann, 1973
Coming next in chapter 3: Learning to learn better
Return to Chapter 1
Return to Chapter 2
Obtain your copy of The New Learning Architect