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Star Series

Conversations with Hubert Saint-Onge
Conflicting Views on Training and CoPs

Table of Contents (Click on list item to go directly to each topic)

Part II: Communities of Practice, Forums for Learning

Part II: Communities of Practice, Forums for Learning

Jerry Ash kicked off this debate by referring to a previous discussion with Tom Stewart back in the March STAR Series Dialogue whereby:

John Barrett wrote "During Hubert Saint-Onge's presentation at the Delphi/AOK Summit he briefly but very clearly stated that training and development should be done away with!!! As I recall the context, he was indicating that CoPs were where all learning should take place. While concurring that CoPs should be key in promoting knowledge transfer, I must say I respectfully disagree with the notion that (hierarchical) training and development should be eliminated."

  T&D is Obstacle to Learning Organization

Jerry Ash: Did John misinterpret what you said in Palm Springs? How do you shift all of an organization's development and training to a system of CoPs outside the hierarchy and still accomplish the goals of the organization? Can you give us examples of how you did it at Clarica or some of the other organizations for which you have worked? Even if the two systems "coexist," how can they be made to work together so successfully that the traditional functions of the hierarchy can be transferred to self-governing (unmanaged?) communities?

Recalling Tom Stewart's reactions, how can you assign work like training and development to communities of practice:

"Hubert Saint-Onge stated I have been saying for quite some time that the classic Training and Development function is the most important obstacle to the creation of a learning organization."

Hubert Saint-Onge: The classic T&D function delivers training mostly through the classroom, complemented by other means of instruction. I believe that most of what goes on under this definition is largely ineffectual in our current organizational contexts. A very small proportion of the substantial investment put into T&D activities actually hits the mark."

The first step in making the change required is to move from "training" to learning. This is not a small change. Training belongs in an entitlement-based organization, one where the individual passively waits to be given what they need to do the job. If it is not forthcoming, then it's all the fault of the organization.

On the other hand, there are no instructors in the learning environment. The learner has to be self-initiated and assume responsibility for their learning.

The lack of ownership is at the root of the failure of the T&D approach to capability building. Self-initiation consists of owning one's performance, owning one's learning and owning one's career. The individual has tools at their disposal to assess their learning requirements and the resources to undertake the learning they need. An individual has to own their performance and the consequences of this performance, in order to have a sense of ownership for the learning they need to undertake in order have the capability required to perform at the right level. Of course, coaching is an inherent part of the learning process in such an environment.

In my view the shift to self-initiation is a key requirement for a successful knowledge strategy. We are making available to individuals the full knowledge base of the organization. Only those who are self-initiated will take advantage of the knowledge tools and processes made available to them. Knowledge and learning are in complete convergence. Knowledge is the ability to take effective action. Learning is the process of taking information and inserting it into one's practice. In this context, learning (usually in the form of an intranet). Second, knowledge exchange which links up members with common learning needs through productive inquiries within communities of practice. The first deals with knowledge as an object and the second, knowledge as a flow.

I believe both these components are required for a successful knowledge strategy. I also believe that once these two components are in place and available to all members of an organization, we have the perfect approach to self-initiated learning. If I need to learn something in the course of my work, I can then access relevant knowledge objects and learn from them. I can also put forward an inquiry in the community of practice where colleagues who may have encountered a similar situation will be able to put everything in context for me. I now have socially validated information that I can readily turn into knowledge. In such a scenario, capability building is not a classroom activity for days at a time. Instead, it is completely done. There are no needs for classrooms or instructors. Learning is working and working is learning. Capability building is then self-managed and self-generated.

Paul Cripwell, J.P. Cripwell Associates, provided agreement: I am reminded of the number of times I have worked in offices and been asked if I knew how to do some operation in Word, Word Perfect, Excel or some other software. Most of the time I have never done the particular operation before. I try a few experiments, and within a short time have the operation figured out and complete. The person making the original request usually says something like, "I have never been trained to do that." The first time I heard it I was flabbergasted, but now realize that it is SOP around an office, very much in line with what Hubert is saying in his post of training vs. learning.

My solution, that fits within Hubert's overall structure, is what I call "Learning Under Deadline."

There are two parts to this session, and the second half deals with this issue. Basically the idea is that you have a task to perform within a deadline. You know that you (or your staff) can complete this by the deadline using the known techniques of the office software. As one would expect, the manager will delegate this task and the person will complete it using what they know. Nothing is learnt.

The second method is to find a faster way. With a deadline looming there is pressure to find the method. 99 times out of 100 there is a faster method out there.

My favourite example of this is many years ago when I was using Lotus 123 Version 1, and I had a long list of flights with a frequency per week as one column. Unfortunately I needed to have a list of records which had no frequency but represented each flight uniquely. The problem, how to create multiple rows from a single row.

Method 1 was to copy and paste the correct number of rows through the whole sheet. This I know I could do and would require my complete attention for a long time.

Method 2 was to create a macro, but it had to be a special macro that could rewrite itself with the correct number of duplicates. This I had never done before.

I opted for Method 2 and spent many hours perfecting the macro. Once I was finished I could leave the computer to do all the work and go for coffee! Work done on time and I learned more about macros.

This is my solution to promote the move from training to learning. It works for me, and has been used successfully in a small number of cases, but I find the majority of office work is still guided by the "Train Me!" mentality. So in this respect I am totally behind the effort to get rid of traditional T&D.

John Barrett, who had identified the initial conflict of opinions, felt T&D still has its place:

I do very much concur that the more frequent individuals initiate the exercise of learning the better the organization will be. However I can't agree that "well done" T&D does not have its place, especially when learning the basics of a practice.

Effective training can provide for larger groups to move along at a faster pace. It can ensure that everyone receives the same fundamentals (often required in a regulated environment).

Additionally, it can be an important vehicle for promoting a consistent message or theme across an organization. And lastly the class room environment creates its own community for learning, where for example questions one never even thought of are heard from others in the class.

I don't believe we need CoPs in lieu of training. Rather as individuals move from rookie towards expert the best learning vehicle moves from training to CoP learning.

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  CoPs: Skill Maturity Doesn't Determine T&D

Hubert Saint-Onge reiterated that his belief that "training" and "learning" spring from entirely different paradigms:

Training is based on a set of entitlement assumptions that instructors know best what needs to be learnt. Learning is based on self-initiation where the learner is given a road map and the learning resources required to acquire the capabilities they need to provide the level of performance they need to be successful in their role.

Under this latter set of assumptions, the learner takes ownership for his or her learning because he or she owns his or her own performance. Under training assumptions, the company assumes the need to instruct the learning to make sure it is consistently imparted. The former belongs in the knowledge era, the latter to the industrial era. Some "classroom" activity can be taking place within a learning context, but the classroom is the main delivery space for training. The agile, fast moving organization of today cannot depend on training to generate the necessary level of capability: it is too time intensive and inefficient. Of course, some T&D outfits are better run than others but it is the fundamental premises that are no longer suited to the business context prevalent in most organizations today.

There is no point speaking of knowledge in an organization that does not actively foster self-initiation. In a knowledge-driven organization, the technology infrastructure is such that people learn as they do their work: knowledge and learning are in complete convergence. The choice between "learning" and "training" is not based on the skill maturity of the learner. It is based on what one believes is more effective at engendering capability on a sustainable basis in today's organization.

Keith De La Rue, Knowledge Development, KnowHow, Telstra, Melbourne, Australia framed another appeal for "Facilitated Learning:"

I support your concept of self-initiated learning, but I would like to suggest that there are strengths in facilitated learning when used in the right context. I would be interested in your thoughts on one approach that we use here.

We are engaged in knowledge transfer on products and services to the business sales force of a large telecommunications company. We use a number of self-directed learning techniques, but also one facilitated, face-to-face approach we call "Two Hours of Power" (2HP). This was developed due to the apparent lack of success (and cost) of much previous traditional training. There are three main principles of 2HP - choice of facilitator, structure and content.

We found that traditional 'trainers' here usually had little subject matter expertise -- a failing for our target audience, as they want questions answered on the spot. However, our subject matter experts were often unequipped to facilitate training. Our approach was to seek out people with some expertise and some presentation skills who could be coached to bridge this gap.

The structure of the first hour of 2HP is a lecture session. The second hour is then knowledge reinforcement of the key points - usually a team-based role-play of a customer presentation, with prizes (king-size chocolate bars) to the members of the winning team. Keeping to the two hours is very important to our 'time-poor' audience.

Our content developers usually have sales experience, and design the lecture content to be very targeted at what a sales person really needs to know - 'Why would my customer want to buy this product?' 'What is the minimum knowledge I need to effectively sell it?' By aiming more directly at the needs and motivations of a target audience, facilitated learning can be a very effective technique for knowledge transfer.

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  CoPs: T&D Done "To" Them; Learning Done "By" Them

Deb Wallace stated the shift that we see occurring in most levels of education is from teaching to learning (private and public sectors), moving from a focus of a passive intake of information directed by a teacher to a dynamic discovery of new knowledge initiated by a learner. In the private sector, the shift has taken the form of moving from "training and development" to "learning". Summaries abound on how "learning" is different than "training" -- if you'd like some references, I can supply them.

What I've always found interesting in working with adults is that they don't take the time to stop and think about how they learn now as an adult as opposed to how they were "taught" as a child. Although Knowles introduced the idea of andragogy back in the mid-70s, most of the adults that I have come in to contact with still think about learning as something that is done "to" them. They haven't been introduced to how to learn as an adult.

We don't spend a lot of time helping people to formulate new ways of learning. Sure we provide them with new tools, we introduce new approaches in workshops, but we don't as a matter of course take a few minutes and ask people to stop and think how they learn best in the "real world".

ASTD has outlined four component skills related to knowing how to learn (cited here from J. Meister's book on Corporate Universities -- McGraw-Hill, 1998):

  • Ask the right questions.
  • Identify the essential components within complex ideas.
  • Find informal ways to measure one's understanding of pertinent material.
  • Apply these skills to the goals of specific job tasks.

It seems to me that communities of practice are the best "training ground" for learning as an adult. Adults are situated in practice, focused on direct needs, the content and process have been validated by peers, they're collaborative. Members of a community have a much better opportunity to learn how to learn as an adult within this collaborative environment rather than within an artificial gathering of colleagues in a classroom.

Part I: Communities of Practice in Practice at Clarica

Part III: Communities in Theory; Some Broader Questions

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