Four Tips for Getting Knowledge Out of SME’s Heads

More often than not, instructional designers create learning on topics that they are not experts in. This means they must rely on subject matter experts (SMEs) to provide the content, while they design the learning process. Trouble is, SMEs are not that easy to work with. It’s likely they have never had to fill this role before and don’t know why you are asking so many questions. Some of them can feel threatened and be purposefully uncooperative.  Only twice in my career have I had SMEs say “Hallelujah! You’re here!” 

Over my 25-year career designing custom training curriculum for all sorts of industries and topics, I’ve developed a few techniques for getting information out of SME’s heads. See if these work for you. 

1 - Do Your Homework

I once had an SME at an aerospace company make me read an entire textbook on Material Requirements Planning (#MRP)– “then you can talk to me,” he said. Let me tell you, if you are not an engineer, that is not fun reading. This SME taught me a very valuable lesson: don’t walk into your meeting expecting them to take you from the ground up. Learn all you can about the topic (and in today’s day and age, that is not hard to do) so that you can at least follow acronyms and ask semi-intelligent questions. And speaking of questions… 

2 - Ask At Least Three Questions 

Lots of SME’s like to tell you “special case” scenarios to demonstrate their extreme knowledge, but that information doesn’t help someone learning a new skill. No matter what the SME tells you, ask at least three questions to pull out more information or have them explain it in a different way. 

Some suggestions are: Is that true in all cases? When would someone do this (what is the trigger)? Why? How did you get from A to B? Is that a typical cause (or outcome)? Can you explain that in a different way? So, is that similar to (relate to a “real world” scenario)?

Example: When working with a casual clothing retailer I was assigned a “shoe guru” who was helping me to design training for the salespeople on the floor (interesting factoid:  Nike will not let you sell their shoes of $100 or more if you do not have a full-service footwear sales staff). He was adamant that we had to include the history of each of the 8 manufacturers they represented. Why? Because he was a guru. He loved athletic footwear. But knowing the history of each company was not going to help the salespeople do their jobs better. It was quite a tussle between the two of us,

He: Must be included

Me: People can sell shoes without knowing this

Finally, we compromised and included the eight manufacturers’ histories in an appendix of the “selling shoes bible” we created. 

3 - Make Best Guesses For Them To Correct 

Most SMEs are so smart and skilled that they don’t know what they know. I remember when I was learning to ride a motorcycle I thought, “This training is terrible, I’d change this, this, and this.” I had every intention of writing to the state entity that ran the school and telling them what they were doing wrong. Now, 15 years in, I have no recollection of why it was so hard to learn. 

At times, when I’ve had trouble getting intel out of an SME’s head, I’ve simply gone ahead and made stuff up. Based on observation or best guesses, I’ll document what I think is happening. I have found it is easier for an SME to see what is wrong and correct it, than to tell me out of the gate what is the right way to do something. This is where being an uninformed neophyte is helpful. Sometimes we shouldn’t be getting our direction from the most skilled individual but rather from the newbie.

4 - Give Them Deadlines, Then Move On! 

As an instructional designer, you have deadlines to meet (usually impossibly short deadlines, but that’s a different blog post). When you are dependent on an SME for the content (not the learning process, but the content) it can be difficult to stay on track because your deadlines are not the SMEs deadlines. It may seem punitive, but you must give the SME deadlines for reviewing the learning and giving you feedback and if you don’t get it – move on. I generally allow 4 – 10 working days. I have also found it helpful to set a meeting and actually be there in the room (or the Zoom) during the review.
This is helpful in two ways: 

• If it is an appointment on their calendar, it (almost always) ensures they do the review

• It can save me time by doing the edits during the meeting

The longest meeting of my life was a 6-hour review and working session, via phone, but we got it done! 

Bonus Tip: Thank Them Profusely! 

You couldn’t have gotten your job done without the help of the SME, so be sure to thank them profusely. Put a recommendation on their LinkedIn profile. Drop an email to their boss thanking them for allowing the SME to take the time to work with you and praising how easy they were to work with. You may even go so far as sending a small gift – once, a colleague and I so enjoyed working with an SME for the better part of a year that we had our picture taken with him and framed it to leave behind as a memento.

The ROI of Leadership Development

Last year I invested in an up-and-coming technology company. In less than one year, the stock rose 201%. WHAT?!  Where else can you get that kind of return-on-investment in such a short period of time?  I know of one other place…

Here’s my hot “stock tip” for business owners: Invest in leadership development.

Every dollar you invest will return 300% - 500%, nearly immediately – here’s how.

There are three distinct ways that leadership development pays back the organization:

1.      Reduced turnover and greater retention

2.      Easier recruiting

3.      Leadership benchstrength

Let’s take a look at these in a little more depth.

Reduced Turnover and Greater Retention

With the exodus of Boomers from the workforce, there will be a rapid rise in leadership roles fulfilled by Millennials. What’s important for every employer to know about this group of employees is that they value professional development above money and titles. They are most excited about continually learning and advancing their career.  By initiating a leadership development program in your organization you minimize the risk of losing an employee who will leave simply to learn something new.

Another advantage of providing a steady stream of professional development is that it increases productivity. As people learn more and are more capable, they can produce better outcomes and work with others in the organization more cooperatively, which leads to higher productivity.

A 10% increase in productivity can increae the profits of most organizations by 50%

Peter Drucker

Finally, employees are more committed to an organization when that organization provides professional development and a career path.

Easier Recruiting

One of the most expensive activities for any company is the recruiting and hiring process. Recent data from SHRM has determined that it can cost anywhere from $3000 to fill an hourly worker’s role, to as much as two-times the salary of an executive to replace that individual. Since so few organizations provide well thought-out professional development, it is seen as a real perk by employees and potential employees – lessening the need for recruiting efforts and costs. Oftentimes organizations that embrace professional development are listed in their local “best places to work,” lists – which is worth more than any advertisement to attract quality workers.

Leadership Benchstrength

 As mentioned at the start of this article, Millennials will be moving up the corporate ladder sooner than expected (the US Census had predicted that the Boomers would be out of the workforce by 2030, simply based on their age, but the pandemic has accelerated that exodus by a decade) and will not have the years on the job to learn organically as the Boomers have. There must be a purposeful and concerted approach to develop your next generation of leaders’ skills such as decision making, problem-solving, teaming, risk management, stakeholder management, and a myriad of others.

By having a group of prepared individuals at the ready, organizational leaders can sleep better at night knowing that there will be continuity in performance and culture as younger professionals step into leadership roles.

Leadership is not the nebulous topic that most people make it out to be. It is a skill that can be taught - but it must be taught over time, which is counter to the typical methodology for leadership development in the last fifty years.  There are significant benefits for forward-thinking organizations that provide leadership development as discussed above; any one of which can save a company tens of thousands of dollars a year. Smart investors (aka business owners) will make the minimal investment today in order to reap amazing return on investment in both the short and long-term.

Three Predictions for Workplace Training - Post Corona Virus

Across the world, the universe of the “workplace” has suffered a stunning blow in the last few months and many industries and companies will come back as a contracted version of their former selves. One department that is likely to take a hit is training and professional development. Here are my predictions for what T+D will look like in the coming few years.

Note: This article was originally published by Training Industry Magazine.

Prediction #1 virtual training will really take off – for 2 reasons 

As a consultant who specialized in designing and delivering virtual training for about 15 years, it always amazed me when I encountered a client to whom it was all new; but I had one or two clients such as this each year.  There are two important reasons why I predict virtual training will become more in demand than ever going forward. (Note: Virtual training is conducted live, with other participants and a facilitator, as opposed to distance learning or e-learning, which is really self-study,)

First, now that many companies have made the switch to work-from-home (WFH) they realize it’s not as impossible as they feared. One of our clients is a call center who finally started work-from-home options due to the virus. A call center customer service rep is definitely not a role that requires sitting with others in a central location – but the client was simply resistant to the idea of WFH. Now that they realize people can work from home, it’s not such a hard sell to get them to accept people learning from home as well.

The second reason virtual training will take off is because it is so affordable. Post-corona virus, those companies that are still in business are going to have to use their resources wisely. During the Great Recession I managed a new-hire on-boarding process for a client for five years. We onboarded approximately 300 people, in 10-12 groups, throughout the year, all virtually.  Virtual training is convenient, affordable, and logistically a lot simpler.

There are also a number of reasons why virtual learning is a preferable methodology for adult learners, such as spaced learning and built-in time for reflection – but that is fodder for another article.

Prediction #2 companies will realize the value and necessity of cross-training

When I first became a consultant in the early 1990’s, one of the first projects I worked on was a cross-training project for a manufacturing firm in which everyone on the manufacturing floor was “upskilled” (to upskill means to teach a current employee additional skills) to be able to backfill at least two other positions.

The curriculum was designed to require them to learn five new topics in total, but the remaining three topics were allowed to be knowledge-based (such as understanding more about procurement or finance) as opposed to skill-based. The objective of the training was to have each employee paying the company back in multiple ways.  For example, a machinist who had additional training in finance was more likely to complete routine maintenance knowing that the cost of maintenance vs. repair was enormous. 

I thought the “multiple skills” idea was quite brilliant and have been amazed, over the course of my career, by how few companies do it.  What is more prevalent in training – especially in the last twenty years – is training for depth, not breadth. If someone enters a company in a finance role, more than likely all their company sponsored training will be focused solely on finance. They will never be exposed to marketing or HR or operations. Through training, companies have kept employees in silos and by doing so they have hobbled their agility. Companies will be forced to lay off their over-abundance of marketers (for example) while simultaneously hiring salespeople because not one of those marketers was cross trained in sales.

This shuffling of people like pieces on a chess board has all sorts of negative ramifications, such as recruiting costs and a loss of company history / knowledge; but again, that is fodder for a different article.

Prediction #3 – subject-matter-experts will be more in demand as trainers than ever before

Having been a consultant for nearly thirty years, I have seen this pendulum swing back and forth a few times. First there are fully staffed, centralized training departments who run training like its own business with marketing and sales, delivery of a product / service, and requests for feedback. Then an economic shakeup swings the pendulum to focus on what is truly needed for individuals to learn and that is the transfer of business-critical knowledge from those who have it to those who do not. This often means direct contact between subject matter experts (SMEs) and newbies, eliminating the “middle-man” of the training department.

Training and development has always been seen as a cost-center (which it is not) and is always one of the last functions to be brought back online after an economic downturn.  But a lack of a training department doesn’t stop the need for training such as new-hire onboarding or skill-specific training. In the coming years, companies will redeploy resources and the training will more than likely be done by individuals who are subject matter experts.

While using SMEs as trainers is a great cost-saving tactic, it doesn’t result in the best training outcomes. SMEs aren’t knowledgeable about the best ways to transmit content to learners (hint: lectures are not the way), and they tend to start at a much higher-level of capability than their audience because they forget what it was like to be new and unskilled. They have the “curse of knowledge,” as this 2017 TICE article explains. The best way to utilize SMEs as trainers could be an article - or a book - all its own.

As business returns to “normal,” companies will be altered in many ways. Underlying those changes will be the need for cost-savings and efficiencies which can be achieved, in the realm of training and development, through virtual training, cross-training, and using subject-matter-experts as the deliverers of training. The next decade will see a “bold new future” for training and professional development; will your organization be ready to adapt?

3 Free Leadership Development Resources

Note: This article originally appeared on Forbes.com
https://www.forbes.com/sites/forbescoachescouncil/2019/09/26/how-to-develop-your-future-leaders-for-next-to-nothing/#69afc9ec2d11

Are you a business owner or managerwho knows you need to startdeveloping the future leaders of your organization, but you’re paralyzed by theidea of where to begin? No worries. This article will help you get started withno cost and minimal effort.

When people learn that The Training Doctor helps companies to develop their leadership strategy, we often hear, "Yeah, but we have no money.”

There are a LOT of organizations - big and small - in this same situation. And the good news is - leadership development does NOT have to be expensive or time-consuming. Here are three resources (and we have PLENTY more to share, if you are interested).

Reading and Discussion Groups

The best activity your company’s futureleaders can master is to be knowledgeable about business in general and yourindustry in particular.  A businessleader needs to know how a business works, not how a job is done. Assist yourup-and-coming leaders by subscribing to industry journals and general-businesspublications such as Forbes, Harvard Business Review, or the Wall StreetJournal.

More importantly, form weekly orbi-weekly discussion groups around an article or two that you think isparticularly enlightening or that would be good for discussion. If you reallywant to go the extra mile, pre-formulate discussion questions that get awayfrom opinion (What do you think of that?) and lean toward critical thinking(Could that happen to us? What would we do, if that happened?).  It’s important to have your future leadersthinking about “the big picture,” and your company in the context of yourindustry and business in general.

Job Rotations

Job rotations are traditionallythought of as an activity reserved for “hi-pos” (high potential individuals).Why?

It’s important that your futureleaders understand how your business works, what departments areinterdependent, and especially how you make money. They cannot learn thesethings if they are stuck in the silo of their own department or role.

A job rotation doesn’t have to beextensive or lengthy, but it should give the “visitor” a thorough understandingof another department’s work processes, priorities, and constraints. Imaginehaving a customer service representative work in the sales department for aweek. They could travel on sales calls, learn about your competition,understand better about contracts and pricing and the customer lifecycle, andon and on. Wouldn’t that make them a much more knowledgeable and helpfulcustomer service rep? Now imagine the reverse - a salesperson on the phones inthe customer service department for a week. Wow.

When people have a perspective onthe whole organization they do their own jobs better, have better collaborationskills, better communication skills, more empathy, a better understanding ofthe constraints or opportunities throughout the organization, and are not justfocused on the role that they do at their own desk.

Tuition Reimbursement

Finally, my third free leadershipdevelopment recommendation is to institute a tuition reimbursement program.Now, this isn’t exactly cost-free because it will take a bit of money to hire alawyer and/or accountant to set it up correctly (for instance, the rules aredifferent for C-corps vs. LLC’s) but once that process is done, the payback isextraordinary.

First, you have little to managebut the reimbursement process because participants are engaged more with the institutionwhere they are taking classes. Second, you are able to take advantage of a taxcredit of slightly over $5000 per participant. Third, courses often requireon-the-job projects, which means that your company reaps the rewards of betterproject management or a better HR communications strategy, for example.

And individuals often feel loyaltyto those companies that help them to further their career and their education, soan added benefit is that you’ll see increased retention (which mutes thosecynics who worry “What if I train them and they leave?”).

Bottom line: You CAN afford todevelop the future leaders of your organization with little cost and minimaleffort by starting reading and discussion groups, instituting job rotations,and offering tuition reimbursement, for everyone, not just for those employeesyou think are “high potential.”

For more great suggestions for leadership development follow The Training Doctor on Twitter or LinkedIn.

You Need a Leadership Development Program that Starts at Day 1 - and here's why

We wait too long to start leadership development. A 2016 meta-analysis of leadership development programs determined that most leadership development begins at age 46 AND leadership development almost always begins after someone is appointed to a leadership role. That makes little sense. Wouldn't you rather have an employee that learns feedback skills or problem-solving or strategy at the start of their career, rather than at the end?

There are a number of other approaches to as-we-do-it-today leadership development that are illogical - here is a sampling, with the rationale for a "better way."

• Leadership development programs are generally short-term (one week, 10 months) and generic - leaving the individual to figure out how their new knowledge and skills apply to the work that they are doing.
  • You want a development strategy that integrates work with learning and outputs.

• To be cost-effective, companies generally are selective about whom they will send through leadership development - sacrificing hundreds of capable individuals for the development of a few. Do you really want only a few people in your organization to be fully capable in their roles?
  • When leadership skills are integrated with regular activities and duties – starting on day 1 – the costs are minimal and absorbed daily, you don't need a "special event."

• As leadership development is currently administered...ROI is iffy. If your organization has 15 individuals, in 10 different disciplines, who have gone through leadership development this year - how do you associate their output with the learning?
  • When the learning process is integrated with every worker's role and responsibilities, you can easily connect output to increased knowledge and skill through various measure of productivity.

100% ROI 

Whenever I ask business owners and managers this question they are always a bit dumbfounded at the logic of it: Would you rather increase the capabilities and competencies of 15% of your employees? Or raise 100% of your employee's skills by 15%?

If every employee made better decisions, took responsibility for problem-solving, communicated better with their colleagues and other departments, understood who their stakeholders were... and more "leadership skills"... the efficiency and productivity of your company would be boundless.

But that "training" needs to begin on the first day they walk in the door. Your company should have a 3- or 5- or 10-year plan for the development of every employee. It should include skills building in the role they were hired for as well as broader, more business-acumen topics like risk, finance, and strategy.

And most importantly - it should include exposure to all areas of the business. Too many poor decisions are made because HR doesn't understand Ops, or Marketing doesn't understand Finance. When individuals understand the "big picture" of how your company operates - and they make relationships with people in other functions - companies run more smoothly, efficiently, and profitably. But they need to develop those skills at the start of their career, not the end.

Got 5 minutes for professional development? Here are 3 resources.

Would you like to be in charge of your own professional development rather than waiting for a formal training process to be offered (and without even having to sign up for one!).  Here are 3 easy, free, and GREAT ideas:

Your local library (radical, right?) 

If you haven't been to your local library since high school, it's time for a visit. Believe me, it's probably more up-to-date than the training department in your company.  My favorite part of the library are the LIBRARIANS.  They are a fount of information and know where to look for information if they don't know it themselves.  They can point you in the right direction, request resources for you, pull reading lists, and more. I use one particular librarian as my personal research department; she is awesome and she loves the work because she doesn't have many customers asking her for corporate research.

Deep dive in to podcasts 

Would you like to be "better educated"? Find a podcast on an "academic" topic (finance, economics, astronomy). You'll be surprised at how much a topic you knew nothing about informs your present-day life.Maybe you'd like to increase your business acumen. Look for podcasts that focus on engineering, logistics, marketing, human resources, etc. Give yourself a bigger perspective on the work that you do, or the industry that you are in.

One of my favorite podcasts is Freakanomics, because, it turns out, economics plays a role in everything; and it can be fun!  I especially like that this podcast has a transcript of all the shows on its website.  Earlier this year they did a series on the "Secret life of a CEO" and had hour-long interviews with Jack Welch, Satya Nadella, Mark Zuckerberg, and Indra Nooyi, among others.

Look at LinkedIn

One of the things I love about LinkedIn Learning is that you can filter for exactly what you want. You can choose an industry, and then a field, and then the type of learning (video, full blown course), what level of knowledge you are looking for (beginner, intermediate, advanced), and finally how long it takes to complete. Often, when I get that :15 minute reminder that I have a meeting coming up, I have time to fill. I love looking up 5 minute or less nuggets to expand my knowledge on all sorts of topics. How can you not spare 5 minutes to expand your thinking? 

(Note: If you are a paid member, LinkedIn Learning is free AND if you scroll down the right side of your "home" page, you'll find a new suggestion for a course, every day. It learns your preferences and will start to suggest shorter lessons in topical areas you've shown an interest in.) 

Happy Learning!

Developing the Solid 70

When your organization decides who gets training – who gets chosen? In terms of performance, employees can be classified as A players, B players and C players.

A players are your superstars – and make up only 20% of the typical staff. C players – those whose performance is passable but not great – make up another 10%.

The bulk of employees are B players – the solid 70. B players are the heart and soul of organizations. They do consistently good work. They represent your company – and your success. When a customer has an interaction with your company there is a 70% chance they are dealing with a B player. You want your B players to be the best they can be. Too often companies have such limited availability of training that it goes to the A players.

If you’d like to develop your solid 70, you can find a number of suggestions in this earlier posting. But it doesn’t have to be your responsibility to figure it out! During the next round of performance reviews (assuming your company still does them) ask individuals what they are interested in, what they would like to attempt or test, and what skills they would like to develop. 

No matter how good your A players are, they will never make up for the “solid citizen” B players. And the more you can incrementally increase the B player’s skills, the more your organization will benefit.  

Are You A Slow Thinker? Good for you!

First, a quick tutorial on Fast and Slow thinking – or System 1 and System 2 Thinking as popularized by Nobel Prize winner Danny Kahneman - in case you are not familiar.

Fast / System 1 Thinking

System 1 thinking can be thought of as our “immediate response” to something. When the alarm goes off in the morning – we get up. We don’t stop and ponder – what is that noise? what does it mean? should I get up right now? There is an immediate understanding of the information coming in and an immediate and knowledgeable response to that information. (Caution! This sometimes leads us to applying bias to situations that do in fact require more thought, and System 1 can be manipulated through the use of priming and anchoring.)

System 1 also enables us to do several things at once so long as they are easy and undemanding. System 1 thinking is in charge of what we do most of the time.

However, you want system 2 to be in control.

Slow / System 2 Thinking

System 2 thinking is the kind of thinking that requires you to struggle a bit. In this short (4:22) video featuring Kahneman, he gives the example of being able to answer 2x2 vs. 17x24.

The latter causes you to pause and put more mental energy in to arriving at the answer. If you’d like to try a fun activity to test your slow thinking ability, click here. Or watch the famous Invisible Gorilla video which illustrates that when System 2 is concentrating on one thing (counting the number of passes) it cannot concentrate on another (seeing a gorilla walk through the frame).

With practice System 2 can turn in to System 1 thinking, as in the case of a firefighter or airline pilot. Once sufficient application of System 2 thinking has occurred over an extended period of time and in varying circumstances, it becomes “easy.”

System 1 is all about “knowing” with little effort – as an expert is able to.

System 2 Thinking in Learning

What does System 2 Thinking mean for learning in organizations? Quite a lot, actually.

In a recent blog post by Karl Kapp, in which he describes purposefully causing his students to struggle, he states, “Unfortunately most learning is designed to avoid struggle, to spoon feed learners. This is not good… The act of struggling and manipulating and engaging with content makes it more meaningful and more memorable.”

Another important job of System 2 thinking is that it is in charge of self-control. This is an important skill / quality in the workplace. It allows us to measure the information coming at us and respond appropriately (which means, sometimes, not responding at all). Controlling thoughts and behaviors is difficult and tiring. Unfortunately many people find cognitive effort unpleasant and avoid it as much as possible (so says Kahneman in Thinking Fast and Slow).

Because of this tendency, we need to make teaching thinking skills a priority in workplace learning and development.  This could be a challenge. Tim Wu, a professor at Columbia Law School, says that older Americans may be better equipped for serious thinking because they didn’t grow up with smartphones and can “stand to be bored or more than a second.”

And a study conducted at Florida State University determined that a single notification on your phone weakens one’s ability to focus on a task. The ability to focus is crucial not only in completing tasks but in learning new things as well. The ability to focus without distraction and to perform cognitively demanding tasks is THE job skill of the future.

Silo’d Learning is Limiting Workplace Learning Potential

For years, possibly decades, we have helped people develop expertise around specific jobs, or how to do their current job better. We've kept them learning "up" a topical trajectory, much like a silo.

What was often neglected was the need to expand knowledge, skills, and abilities overall. What we’ve got now are millions of Americans who are very skilled in a narrow area of expertise, but not well prepared for upper management or executive positions because they lack general business intelligence.

While it might seem obvious to only include salespeople in sales-training, what would be the detriment of including the administrative group that supports the salespeople, or the customer service representatives who support the customer after the sale, or the field service representatives who actually see the customer more frequently than anyone else, or manufacturing who will learn how their product works in the “real world?” Wouldn’t each of them learn more about how to do their job well, and learn more about the business as a whole by participating in a developmental topic that is ancillary to their current work?

Estimates are that by 2030, Baby Boomers will be completely out of the workforce. This presents a call to action and an opportunity, because the generation with the most breadth and depth of work experience will be leaving the workforce. We – as L+D departments and professionals – need to quickly rectify the silos of specialists we’ve created by broadening the role-specific training of the past in order to address the workforce needs of the future.

Our challenge is to develop a new generation of company leaders capable of making well-rounded and well-informed decisions based on their experiences in a multitude of business areas. The focus on job-specific training is a thing of the past. Organizations must focus on developing well-rounded individuals who can take the organization into the future. The future success of our companies depends on the actions we take today to develop our future workforce.

Better Learning Through Interleaving

Interleaving is a largely unheard of technique – outside of neuroscience - which will catapult your learning and training outcomes. The technique has been studied since the late 1990’s but not outside of academia. Still, learning and incorporating the technique will make your training offerings more effective and your learners more productive.

What is it?

Interleaving is a way of learning and studying. Most learning is done in “blocks” – a period of time in which one subject is learned or practiced. Think of high school where each class is roughly an hour and focuses on only one topic (math, history, english, etc.). The typical training catalog is arranged this way, as well. Your organization might offer Negotiation Skills for 4 hours or Beginner Excel for two days. The offering is focused on one specific skill for an intense period of time.

Interleaving, on the other hand, mixes several inter-related skills or topics together. So, rather than learning negotiation skills as a stand-alone topic, those skills would be interleaved with other related topics such as competitive intelligence, writing proposals or understanding profit-margins. One of the keys of interleaving is that the learner is able to see how concepts are related as well as how they differ. This adds to the learner’s ability to conceptualize and think critically, rather than simply relying on rote or working memory.

How Does it Benefit?

Interleaving is hard work. When utilizing interleaving, the brain must constantly assess new information and form a “strategy” for dealing with it. For example, what do I know about my competitor’s offering (competitive intelligence), and how am I able to match or overcome that (negotiation skills)? While the technique is still being studied, it is suspected that it works well in preparing adult learners in the workplace because “work” never comes in a linear, logical or block form. You might change tasks and topics three times in an hour; those tasks may be related or not –the worker needs to be able to discriminate and make correct choices based on how the situation is presented.

Interleaving helps to train the brain to continually focus on searching for different responses, decisions, or actions. While the learning process is more gradual and difficult at first (because there are many different and varied exposures to the content), the increased effort results in longer lasting outcomes.

What’s interesting is that in the short term, it appears that blocking works better. If people study one topic consistently (as one might study for a final exam), they generally do better – in the short term - on a test than those who learned through interleaving.

Again, the only studies that have been done have taken place in academia, but here is an example of the long-term beneficial outcomes of interleaving. In a three-month study (2014) 7th-grade mathematics students learned slope and graph problems were either taught via a blocking strategy or an interleaving strategy. When a test on the topic was conducted immediately following the training, the blocking learners had higher scores. However, one day later, the interleaving students had 25% better scores than the blocking learners and one month later the interleaving students had 76% better scores! Because interleaving doesn’t allow the learner to hold anything in working memory, but instead requires him to constantly retrieve the appropriate approach or response, there is more ability to arrive at a well-reasoned answer and a better test of truly having learned.

How Can You Use Interleaving?

As mentioned earlier, although concentrating on one topic at a time to learn it (blocking) seems effective, it really isn’t because long term understanding and retention suffers. Therefore one must question whether there was actual learning or simply memorization. If your goal is to help your trainees learn, you’ll want to use an interleaving process. Warning: Most companies won’t want to do this because it is a longer and more difficult learning process and the rewards are seen later, as well.

Make Links

The design and development of your curriculum(s) doesn’t need to change at all – simply the process. First, look for links between topics and ideas and then have your learners switch between the topics and ideas during the learning process. For instance, our Teaching Thinking Curriculum does this by linking topics such as Risk, Finance, and Decision Making. While each of those is a distinct topic, there are many areas of overlap. In fact, one doesn’t really make a business decision without considering the risk and the cost or cost/benefit, correct? So why would you teach those topics independent of one another?

Use with Other Learning Strategies

Interleaving isn’t the “miracle” approach to enhanced learning. Terrific outcomes are also achieved through spaced learning, repeated retrieval, practice testing and more. Especially when it comes to critical thinking tasks, judgement requires multiple exposures to problems and situations. Be sure to integrate different types of learning processes in order to maximize the benefit of interleaving.

Integrate Concepts with Real Work

Today’s jobs require people to work on complex tasks with often esoteric outcomes. It’s hard to apply new learning to one’s work when the two occur in separate spheres and the real-world application isn’t immediate. Try to integrate topics to be learned with the work the learner is doing right now. For example, for a course in reading financial reports (cash flow, profit/loss, etc.), rather than simply teaching the concepts with generic examples of the formats, the learners were tasked with bringing the annual report from two of their clients (learners were salespeople). As each type of financial report was taught, the learners looked to real-world examples (that meant something to them) of how to read and interpret those reports.

Ask the Learners to Process

Too often we conclude a training class by reviewing what was covered in the class. Rather than telling the learners what just happened, have them process the concepts themselves. This is easiest to do through a writing activity. You might ask the learners to pause periodically, note what they have learned, link it to something they learned earlier, and align it with their work responsibilities. For instance: I will use my understanding of profit margins and financial risk to thoughtfully reply to a customer’s request for a discount or to confidently walk away from the deal. It’s not about the sale, it’s about the bottom line. The process of writing helps the learner to really think through the concepts just taught and it allows them to go back over their learning in the future to remind themselves of the links they made within the curriculum and between the curriculum and work responsibilities. Interleaving enables your training to be more effective and your learners to be more accomplished and productive.

Why do so Many Companies Get Training Wrong?

Earlier in 2017 I was interviewed by the BBC for an article on workplace training and specifically, why companies get it wrong so often. As one of a few expert sources for the article, my entire response was not included, but I wanted to share it with you here.

WRONG: Cram all the learning in to the shortest amount of time possible

Solution: Mete it Out Over Time

One of the biggest contributors to the lack of training effectiveness is that we simply don’t allow enough time for training. First, companies have cut what used to be an 8-hour training day back to 4 hours, or two hours, in many cases. Sometimes it’s even been turned into a boring PowerPoint self-study (this violates a lot of adult learning principles, but we won’t go there today).

Secondly, in combination with the shorter time allotted for training, we deliver all the content in one “sitting.” While this is a great approach for an overview or introduction to a topic, it never develops into learning and skill. So the first thing we must do to make workplace training better is to mete the content out, over time. Learners need an introductory period, a practice period, a period for reflection and a period for perfection. This process cannot be compressed into 4 hours. The brain doesn’t process new information that way and the body doesn’t develop the muscle memory or finesse it needs to perform a skill this way either. (Here is an interesting article on the benefits of spaced learning in training medical professionals.)

WRONG: Teaching things in "theory"

Solution: Real World Application

This best practice has two angles. The first goes hand-in-hand with the meted content suggested above. If you are going to space the learning out over a period of time, you have the ability to assign real-world activities to the learners. This allows them to put what they’ve learned into practice and develop a better understanding of the concept as well as the muscle memory required to perform it. For example, in a sales training course, if step one is to identify prospects – the assignment should be to return to the next lesson having identified and vetted at least three prospects using the skills taught in lesson one. The assignment after lesson two should be to again start at prospecting and then add step two. This allows the leaners to learn-do-reflect-perfect.

The other angle is to have learners work with real-world concepts during the learning time itself. You could have a training class that teaches learners to read financial statements such as profit and loss, cash flow, etc. in a “vacuum,” or you could have them learn to read these same reports while looking at the annual report for their own company, or their competitor. Rather than learning things in “theory,” have your workers learn the same concepts with real-world benefits.

WRONG: Not including management in the training process

Solution: Management Involvement

Management involvement is crucial for real learning in so many ways. First, it is important that managers understand what their workers are learning so that they can reinforce it (how many of us conduct a manager’s overview or ask for their participation before their workers come to us?). Second managers can assist in the practice/perfection phase of training by allowing their workers extra time to complete their newly learned processes (in other words suspending metrics during the practice phase) and by answering questions or providing coaching. Finally, managers are the best choice for evaluating the true outcomes of training. They are the ones who see if the workers are able to truly implement what they learned on-the-job.

WRONG: Having no real plan for training: who gets trained, in what, and why?

Solution: Make it a Strategy

I can’t decide if this failure is the most damning, or if the way we slice and dice content to cut it back to the most minimal amount of time it will take to transmit it is; so this is either #1 or #2 in terms of what companies do wrong when training their workers. For years now – decades- we have trained people in silos (if you are a salesperson all of your learning will be related to sales, somehow) and we administer training on an as-needed basis. If you are good at what you do, are performing well and aren’t in-line for a promotion – you could go years with no training at all. But in order to develop our workers, and our organizations, training needs to be a strategy. What could we teach someone that would make them that much better of a performer? Some “generic” topics that come to mind are finance, continuous improvement, and project management. There is no person in the workplace that couldn’t benefit from having these three skills; yet, if you aren’t a project manager, you’ll probably never get project management training. Companies are short sighted and tend to compartmentalize training as a “department” rather than utilizing training as a strategy that can make their organization better. If companies developed a strategic plan for employee development – like they do for company initiatives such as product launches or facilities expansion – in no time at all they would reap the rewards of a more capable, productive workforce. What are your thoughts? Why do so many companies get training wrong? You can see the original BBC article here.

Teaching Thinking through Adapted Appreciative Inquiry

If you've been a reader of this blog for any period of time, you know that using questions  is something we regularly advocate for in order to change people's thinking and thereby change their behavior on the job.

But what if your learners have no preconceived notions on a topic to begin with? What if we don't want to change their thinking, we simply want to e x p a n d their thinking? That's when Appreciative Inquiry  can be an excellent tool for teaching thinking skills.

Appreciative Inquiry, in its purest sense, is used as a change management /problem solving tool. Rather than gathering people (managers, workers, etc.) together and asking "What's going wrong, and how do we fix it?" Appreciative Inquiry instead asks, "What are our strengths? What are we great at? How can we maximize that and build on it to achieve excellence?"

Appreciative inquiry has been around since the late 1980's but hasn't been "in the news" much in the last decade or so. Perhaps it's time to revitalize the approach, with a different spin - let's use it to teach thinking. The way we envision using the technique is through possibility summits which help newer or younger associates within a company to help set the course for the future. Too often, when individuals have been with a company 20, 30 or 40 years, they are set in their ways. Why change? Things are working great.

But organizations that rest on their laurels are organizations that will ultimately fail. Younger associates may have great ideas but no knowledge of how to advocate for them or execute them. Appreciative Inquiry can help individuals and organizations to thrive. Here's how....

Adapted Appreciative Inquiry Process

Allow the "younger generation," if you will, to help envision the future and empower them to create it by utilizing an adapted Appreciative Inquiry Process:

First, craft questions that help to open up future lines of inquiry, such as "What is your vision (not expectation) for our company in five years?" "What do customers love about us?" "What are our strengths in __________ area or department?" Questions should be crafted to get at opportunities, competencies, and business ecosystems (such as working in conjunction with suppliers, competitors or customers). A more inspirational or free-flowing question might be: "It's 2025 and Fortune Magazine has just named us the most _______ company in America. How did we get there?"

Next, assign people who are newer in the organization to interview those with more tenure - using the questions created in the first step. This accomplishes two things: It devoids the idea that those at the top of the organization know best and opens up channels of conversation - It helps to develop relationships between people who might not normally interact in their day-to-day roles (for example, the CEO of the company being interviewed by someone in the shipping department), and the results of that can be amazing, not only for inspiration but for goodwill and long-term relationships.

Third, those who have conducted the interviews report back on what they've learned, and themes (strengths) and actions items are culled from the results.

Finally, the action items are prioritized (what can be done most quickly, what can be done most affordably, what will get us to our ultimate vision for the future, etc.) and assigned. Ideally, multi-tenure teams will be assigned to work on the action items, which helps to establish mentorship even if the company doesn't have a formal mentoring program.

Note: You may choose to focus these steps on a theme in order to keep the process more manageable. The theme might be #1 in Customer Satisfaction and the steps would then focus on that vision for the future. For instance: What is possible, in our billing department, to ensure we are #1 in Customer Satisfaction?

Benefits of Appreciative Inquiry Integrated with a Curriculum

When this type of activity is integrated with a Teaching Thinking curriculum, it exposes those enrolled in the curriculum to new ways of thinking that they simply would not come up with on their own. It also exposes them to real-world experience and capabilities, rather than contrived activities with expected outcomes. Finally, it unites the organization because everyone has a hand in the creation of the future (there are elements of social constructionism in this type of learning activity).Combining vision and experience enables an organization to reach new heights.

Invest in Critical Thinking = HUGE ROI

Some organizations still believe training is a cost-center rather than a money maker.

But the right training, applied at the right time, can have exponential returns! According to this short report on Critical Thinking, published by Pearson in 2013, the return on investment for critical thinking tends to be extremely high. Research has shown that when training moves a $60,000 a year manager or professional from “average" to "superior," the ROI is $28,000 annually. (emphasis, ours) 4

How would your organization like to make $28,000 per year, on each of its managers? We can help. It's what we do.

Smart Pills - Is it Possible to Enhance Your Thinking?

are smart pills real?

Thinking - like any skill - requires practice to improve... right? What if there was a way to make yourself smarter with no effort? What if you could just pop a pill to increase cognition?

The smart pill idea was introduced to the mainstream by the movie Limitless in 2011 (and subsequently a TV show by the same name in 2015).In the movie the main character, Edward Morra, is able to become hyper-focused, productive and perceptive through the use of a nootropic drug called NZT-48. He is able to write a book in four days, make rationale and spot-on stock picks and more.

Believe it or not, there is some truth to this. Many ADD / ADHD medications are considered smart pills - not because they make people smart(er) but because they can help people to focus and concentrate - thereby being better able to take-in and process information. Just as a computer enhances efficiency by helping you to create and store information, a smart pill can increase mental efficiency and abilities.

The most commonly used smart pill in the US is Modafinil - which is used off-label for increased wakefulness and focus. The original purpose of the drug is to solve narcolepsy and certain types of sleep apnea. A 2008 article by TechCrunch founder Michael Arrington dubbed it an entrepreneur's "drug of choice" as opposed to illicit drugs which might cause addiction (Modafinil has no side effects and is not habit forming), although he does question the wisdom of staying up 20 hours straight.

It Works

In addition to anecdotal evidence that nootropics work, a meta-analysis of 24 studies was conducted jointly by researchers at Harvard Medical School and Oxford, which showed that Modafinil does indeed increase cognition. What's interesting is that the most benefits are derived in relation to complex tasks such as planning and decision making - as opposed to simpler tasks such as pressing the right button at the right time. Given today's business environment, which requires quick and complex thinking tasks - Modifinil might be the next required "tool" in a company's toolbox.

Increased Focus Isn't Always the Best Outcome

The Harvard / Oxford study also cautioned that focused thinking is not always the desired outcome. There is evidence that divergent thinking is inhibited by the drug, so jobs and tasks that demand creativity and innovation may suffer.

Do Smart Pills Create an Ethical Dilemma?

The use of smart pills poses some questions for the workplace, such as: should stimulant use be banned or approved? We do allow caffeine and nicotine which have similar effects. How do we differentiate or draw the line for a drug such as Modafinil?

The TechCrunch article joked that venture capitalists might require business owners to take the drug, to ensure their investment / company success. Some colleges are already banning the use of these drugs (Duke University has revised its policy on drug-use to include banning "unauthorized use of prescription medicine to enhance academic performance"); but other "smart drugs" include Ritalin (which increases memory and retention) and Adderall, so aren't schools then penalizing young people who need these medications? (Note: The percentage of young adults prescribed ADD / ADHD medication nearly doubled between 2008 and 2013.)

Research suggests that cognition-enhancing drugs offer the greatest performance boost among individuals with low-to-average intelligence (Scientific American March 1, 2016). So banning the drugs could harm both those who need it and those who could most benefit from it.

We ask these questions because this is where the discussion is happening right now, but give it a few years and we'll be having these same discussions in the workplace - either because everyone will be looking for an advantage in order to get ahead, or because the youth who have relied on these medications for success in childhood will graduate to working in business and may still be taking these cognitive enhancers.

Bottom Line

The bottom line is - smart pills don't increase the size of your brain or the number of neurotransmitters, or make you able to learn something you aren't inherently able to learn in the first place. They simply help you to focus for longer periods of time, thereby increasing your abilities related to complex cognitive tasks.

When it comes to learning, one millennial cautions: While smart drugs allow for instant improvement, they overlook what can be learned from the process of improving. Here here!

Would Your Employees Train on Their Own Time?

"The company has to look forward and transform. If it doesn’t, mark my words, in 3 years we'll be managing decline." [2016] Randall Stevenson, CEO of AT+T

AT+T has been swimming upstream for 20+ years now.

Long gone are the times of one landline in everyone's home. In order to survive, the company has adapted to, embraced, and conquered cellular networks, cable television, fiber optic networks, satellite networks and streaming networks - all on a national scale.

In order to keep up with the rapid changes in technology and infrastructure, their employees have had to constantly change, adapt and grow as well.

Is your company forward-thinking enough to do what AT+T has done?

Between 2013 and 2016 AT+T spent $250 million on employee education and professional development programs. According to Stevenson, the CEO, employees are expected to put in 5 - 10 hours a week in professional development - on their own time. The company pays for or supports their educational efforts but does not directly supply all the training that is needed.

Additionally, the company created their own masters program in conjunction with GA Tech; and then opened it up to the public via Udacity. There were two reasons for this . 1) they couldn't find enough people graduating with the skills that they needed to fill the positions they had open - so they had to create a bigger supply somehow, and 2) Any member of the "public" who enrolls is a potential (well educated) future employee - so they are building a pipeline of skilled employees.

Now THAT's a future-thinking organization.

How Apprenticeships and Teaching Thinking go Hand-in-Hand

If I were to ask you to picture a cell phone - would you picture a baseball sized item, battleship grey, with a silver antenna you had to pull out of the top? Of course not. That is a cell phone of yesteryear.

Yet, when we mention the word "apprenticeship" to organizations or individuals, the most frequent reaction is, "Oh, that's not for us/me; apprenticeships are for manufacturing, hands-on labor, blue-collar jobs."

Not so! Those are apprenticeships of yesteryear.

Welcome to the new era of apprenticeships - they just might save your organization.

On June 29th President Trump signed an Executive Order - Apprenticeship and Workforce of Tomorrow - to expand apprenticeships in the US.  The goal is 5 million apprenticeships in the next 5 years (currently there are 450,000 registered apprenticeships in America).

It shall be the policy of the Federal Government to provide more affordable pathways to secure, high paying jobs by promoting apprenticeships and effective workforce development programs.

According to the Department of Labor, companies in all sectors of the American economy are facing complex workforce challenges and increasingly competitive domestic and global markets. Apprenticeships are one key to helping people who have been left behind by shifts in the economy and how work is done.

The Success of Apprenticeships

Apprenticeships are a standard route to a career in much of Europe. Germany, especially, is known for its exceptional apprenticeship model. In Germany, half of high school graduates choose a track that combines training on-the-job with further education at a vocational institution (as opposed to the US, in which less than 5% of young people participate in apprenticeship programs). The mainstream nature of apprenticeships in Germany contributes to the country having the lowest youth unemployment rate in Europe.

Apprenticeships are an acceptable and highly respected alternative to college. At the John Deere plant in Mannheim, over 3,000 young people a year vie for 60 apprentice spots; likewise, at Deutsche Bank in Frankfurt, over 22,000 applicants vie for just 425 places.

Another benefit that Germany reaps from its well-seasoned apprenticeship program is keeping manufacturing jobs in the country. However, apprenticeships are no longer focused solely on manufacturing or "trades." Apprenticeships are now common in IT, banking, hospitality, and healthcare.

In the future, there will be robots to turn the screws. We don't need workers for that. What we need are people who can solve problems - skilled, thoughtful, self-reliant employees who understand company goals and methods. (German educator)

Perhaps it won't work in America

There are a number of reasons why apprentice programs may not work in America, unfortunately. Naysayers cite costs, stigma, cooperation, changing belief systems, and turning a big ship around. In short, it's not going to be quick, and it's not going to be easy.

In the United States there is a tendency toward higher education as the path to career options, although a recent article in the Chronicle of Higher Education admits "something about the path from college to career is not working for many people. “In recent decades we've seen corporate America severely reduce the budgets of training departments and cut back the hours allotted for training, per individual. The cost of apprenticeship programs is largely borne by the employer (German companies say their costs range from $25,000 to $80,000 per apprentice) and take two to six years to complete.

One program, at a Siemens plant here in the US (Charlotte NC), reportedly spends $170,000 per apprentice. Cost should be seen as an investment, say German proponents. Rather than looking for immediate ROI, companies need to look to longer-term benefits such as a ready and able talent pool, long-term employees (studies have shown that apprentices stay with the company that trained them - a loyalty is established), and workers who understand their organization's culture and goals.  Additionally, there is a social component - skilling individuals for blue-collar, white-collar, and jobs of-the-future is one of the best ways to cure income inequality.

Americans aren't simply going to jettison old attitudes and decide, for example, that long-term gains, however broad, should trump short-term ROI.

Unlike in Europe, where apprenticeships are integrated into the educational system (in Switzerland students are introduced to apprenticeships as early as fourth grade and Swiss high schoolers are ready to work upon graduation, having started their apprenticeships around age 15).

The minimal apprenticeship programs currently available in the US are "marginalized and have almost no connection, or very limited or tenuous connections, to either our secondary-education or our higher-education systems," says Mary Alice McCarthy, who directs the Center on Education and Skills at the think tank New America.

Despite these perceived drawbacks and challenges, the Department of Labor is ready to help those organizations that do want to begin apprenticeship programs.

The Benefits of Apprenticeship Programs

First, the benefits to individuals: The benefit most widely touted is "college without debt." Apprenticeships always include some form of higher education; sometimes the ratio is 1:1 (equal amounts of time in the classroom and on the job) and sometimes the proportion varies one way or the other. Many apprenticeships culminate in a two-year degree, but the length of time to achieve it may not be exactly two years.  If one is enrolled in an apprenticeship, the employer pays for most, if not all, of the tuition with the associated college. Generally employers partner with local colleges (such as community or technical colleges).

Another individual benefit is "earn while you learn." All internships are paid positions. The apprentice does not make the same wages as a fully qualified individual in the role, but that is offset by the amount of tuition they are the beneficiary of. Also, once the apprenticeship is completed, the individual's compensation usually rises substantially.

Other advantages include having a "foot in the door," having re-marketable skills (although, as cited earlier, most apprentices stay with the employer that trained them), and a work-record that aligns with their degree (as opposed to most college graduates who have a degree but no real-world work experience).

Likewise, there are substantial benefits to the employer: One of the most attractive benefits of instituting an apprenticeship program is the ability to "grow your own." Even if companies can find qualified individuals in the general population, oftentimes they come with abilities that don't mesh with the new employer.

For example, the Dartmouth-Hitchcock health system in Lebanon NH runs a 15-month long apprenticeship program to train medical coders, pharmacy techs, and medical assistants. The program was instituted to fight the constant battle of trying to find appropriately skilled individuals in the local area, but the health system's director of workforce development also cited the challenge of hiring workers from other hospitals in the area who "often don't have the same level of competence."

An apprenticeship program also ensures a steady-stream of skilled individuals for the key roles an organization has identified. Rather than trying to beg, borrow or steal already trained employees from other organizations (which doesn't ensure the "ideal" candidate and can cost tens-of-thousands of dollars in recruiting, interviewing and onboarding costs) an employer knows the quality and capability of the apprentices in their pipeline. Apprentice programs quell the panic of "where will we find xxx?"

Apprentices have also been "schooled" in the company culture, work-ethic, values, processes, etc. Many employers cite these intangibles as "invaluable." For instance, at Bosch, a manufacturing organization with facilities in Germany, as well as South Carolina, US, a mistake on the factory floor can potentially cost a million dollars; the director of the apprenticeship program says that the company is confident in the skills as well as the level of responsibility their apprentices have when on the job. In many ways apprenticeships offer a substantial return on investment.

Apprenticeships are no longer limited to manufacturing or construction, as in the past. Today's apprenticeships prepare individuals for careers in healthcare, IT, financial services, insurance and more. In fact, instructional design would make an ideal apprenticeship topic because it is a nuanced skill with much theory to know and practice required to master.

Finally, the Department of Labor is ready with grants and support to help organizations begin apprenticeship programs. The DOL cites benefits such as attracting a new and more diverse talent pool, investing in talent that keeps pace with industry advances, and closing gaps in workers' skills and credentials which undermine productivity and profitability.

Apprenticeship Programs Align with Teaching Thinking Skills

Many of the approaches and benefits of apprenticeships are also built in to a teaching thinking curriculum.

The extended timeline for learning (years, not days or hours), the on-the-job experience and practicality, the incorporation of coaches or mentors, teaching soft-skills such as teamwork and self-management, the structured nature of the learning process which ensures that all participants are learning the same skills in the same order and on the same timetable, the focus on white-collar jobs, and more.

Soft skills are actually better taught in a business environment than they are in a classroom. In a classroom the consequences are very different.

How to Get Started

If your organization would like to explore the possibilities of an apprenticeship program, call us, or go to the Department of Labor web page for resources such as a Quick-Start Toolkit, a list of tax incentives and credits, and information on how to access federal funding to build your program and / or pay stipends to your learners.

Where do Attorneys Come From?

If you work for a large enough organization, you undoubtedly have a law department.

Have you ever wondered where the attorneys come from? Not straight from law school, that's for sure. Your organization acquired them from somewhere else - usually from a law firm.

Law firms are in an unenviable situation. First, they must deploy employee training from day one - law school does not make one an attorney, it simply teaches one about the law. Second, the average tenure at a law firm is 5.4 years. And, most lawyers who leave their firms do not go to another firm - they usually go to corporate America.

So, you're welcome. Law firms are footing the bill for you to the tune of $200,000 per attorney according to our source.

What roles would you train for - from scratch - in your organization? What jobs does the organization prioritize? How does your company stay in business - who are you dependent on? How much is your company willing to invest to "grow" a stellar employee? See this related article for some ideas on how to training employees from the ground up.

Why the Ice Bucket Challenge is a Great Example of a Lack of Thinking Skills - but an awesome fundraiser!

Do you remember the "ice bucket challenge" of a few years ago? It was a fundraiser of the ALS Association. ALS is also referred to as Lou Gehrig's disease.

In case you are not familiar - the challenge was to dump a bucket of ice water over your head (or have someone do it for you) OR make a donation to the ALS Association.

One of our colleagues uses his Ice Bucket Challenge experience to illustrate the lack of thinking skills prevalent in society: His children challenged him, via social media, to take the challenge.  Seeing the bigger picture, and not really wishing to be drenched in ice cold water, AND due to the fact that he had had a family member die of ALS, he chose option B - making a donation to the ALS Association. His children (who were adults, by the way) were FURIOUS that he didn't "do it."  He explained to each of them that the challenge offered two options and that he actually made a bigger impact by making a donation to the cause rather than just a silly video. No matter. To this day they rib him about not being brave enough to take the ice bucket challenge.

What thinking skills do you see as lacking in this scenario? Here's what we see:

• Inability to see the "big picture"

• Not understanding the purpose of a request - but going along with it anyway

• Group think

• Choosing to ignore facts that don't "suit" you

• Not asking about or looking for alternate "solutions"

• Not looking for (or understanding) long-term ramifications

When working with your learners - the above bullets can be used as great discussion starters for any topic. Just pause. Look at the big picture. Seek alternatives. Think individually. Is this a solution for "right now" or more long term? What are the options? What is the best option?

= = = = = = =

Facts about the Ice Bucket Challenge

• 17 million people doused themselves with cold water; 2.4 million people posted videos of themselves on Facebook

• 2.5 million people donated money to the cause during the challenge; close to 1 million made no subsequent donations

• $115 million dollars was donated to the ALS Association in 8 weeks!

• The year prior to the ice bucket challenge the ALS Association received $19.4 million in donations

• People who chose the ice water over a donation were referred to as "slacktivists" or arm-chair activists

• The success of the ice bucket challenge caused the Muscular Dystrophy Association to end its annual telethon fundraiser citing its need to "rethink how it connects with the public"

• One death was attributed to the challenge

• The Ice Bucket Challenge has become an annual "event" held in Aug - so get your video camera's ready (or, preferably, your checkbooks)

A "Gut Feeling" or Intelligence?

The Power of Intuition

Malcolm Gladwell's Blink has been out for over a decade now, but it remains an engaging look at how we make decisions seemingly in the "blink of an eye."

Intuition is defined as the "ability to understand something immediately without the need for conscious reasoning." In reality, intuition is the product of a lifetime of experiences and knowledge. You intuitively know that sitting on a ledge or railing is risky - a toddler does not. You intuitively know that rolling your current car loan in to your next car loan can't be a sound financial strategy - a young college graduate with his / her heart set on a flashy new car does not. Gerd Gigerenzer, a German social psychologist, calls this "the intelligence of the unconscious," (also the name of his most recent book.)

In some ways intuition flies in the face of what we've been taught in school for 12+ years - look at the facts, weigh the options, choose wisely and deliberately. Decision making is often thought of as a "well reasoned" approach. Gigerenzer says that in many instances this is over-analysis and too slow.  Gladwell says the trick to intuition is not to amass information but instead to discard it; essentially, to know when more information does not help the decision-making process.

There are many processes which are based on a "gut feeling" - scientific research, homicide investigations, and stock picking to name a few. Are these professionals making irrational decisions? No. They have honed their years of experience and knowledge to the point where they instinctively know the path to pursue.

According to Gladwell, just as we are able to teach ourselves to think logically and deliberately, so too we can teach ourselves to make better snap decisions. So how do we develop this split-second intelligence? Well, like most ways in which we teach thinking, it isn't easy and it isn't quick. 

One way is to ask people to analyze and verbalize their learning after an event. What went well? What went poorly? Could you have changed the outcome? What variables played a role? Is there a way to make them less variable in the future? And more. Asking people to consciously process what they have learned is very helpful in developing intuition. As people become more adept at this processing, they can begin to contemplate these questions in parallel (rather than sequentially) or in-the-moment, rather than after the fact.

One reason to teach intuitive thinking is the highly complex world in which we live, today. It is impossible to consider all the information or options before us. Things are changing all the time, there are often contradictions and ambiguity. Having experience to guide us helps us make better decisions in the "blink of an eye."

Albert Einstein said, "The intuitive mind is a sacred gift and the rational mind is a faithful servant. We have created a society that honors the servant and has forgotten the gift."

We can help your people develop their gifts. Give us a call to find out how or learn more here.

Teaching Thinking Through Synthesis

Synthesis

According to Bloom's Taxonomy   Synthesis refers to the ability to put parts together to form a new whole. This may involve the production of a unique communication (theme or speech), a plan of operations (research proposal), or a set of abstract relations (scheme for classifying information). Learning outcomes in this area stress creative behaviors, with major emphasis on the formulation of new patterns and structures. According to the Merriam Webster dictionary, one definition of synthesis can be:

a combination of thesis and antithesis into a higher stage of truth

What do these definitions mean for us in the training department? How can we teach thinking through synthesis? Here are a few ideas:

• In relation to Bloom's definition - ask your learners to read a case study, whitepaper or even an article on a topic and then distill it down to (options:) the most important idea, the most critical sentence, a sentence of their own making, three key words.  If you are working with a group of trainees, give each of these assignments to different individuals or small-groups and then compare and contrast their responses.  This process requires people to truly think about the content and how to express that content in a way that is easy to remember and agreed upon by all.

• In relation to Merriam Webster's definition - have learners read two opposing articles, whitepapers, etc. and then come up with a new, balanced viewpoint or stance.  Rarely are ideas completely opposed, so working with the ideas to identify their common ground is very useful in having a well-rounded understanding of a topic.