Transcript Slide 1

Models for Building a Learning
Infrastructure
Harry Wittenberg
Senior Manager, Learning Technologies
Genentech, Inc.
Presented by the STEP Consortium
ABOUT STEP -
Systems for Training, Evaluation, & Performance
• Founded in 1990
• Small consortium of executives and senior practitioners
• Cross-industry representation
• Share only non-proprietary information
• Replicate “kitchen table” conversation
• A chance to "cut to the chase" and discuss issues that affect personal and
organizational success.
Contact Stan Malcolm: [email protected]
Objectives
•
Describe the elements for defining a learning
infrastructure
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Complete a model for documenting the elements
of a learning infrastructure
•
Complete a model for selecting media based on
learning objectives
Incorporate the models into a larger strategic plan
•
What is a learning infrastructure about,
anyway?
• It’s about INSTRUCTION
• It’s about INFORMATION
• It’s about LEARNING
• It’s about PERFORMANCE
• It’s about INTERNET TECHNOLOGIES
Borrowed from Tony O’Driscoll, IBM Center for Advanced Learning, 2003
Focus on technology
• Current infrastructure
• Future state
• Learning culture
The core of a learning infrastructure
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Technology
• Platforms (WIN/Mac/LINUX)
• Core technologies
• Web services
• Applications services
Services
• Information architecture
• Instructional design
• Media services
• QA/usability
People
• Instructional designers
• Media producers
Graphic artists
• Programmers
• Project managers
Levels of a learning infrastructure
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Platforms - What users have on their desktops
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Technologies - Base intranet technologies available/must
build on
•
Application Services - Tools used to create and deliver the
content
•
Production Services - The creative people who will
develop the content
•
Venues - How you will present the content
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Final Products - Actual programs you have or plan
on delivering
Model for a learning architecture
Products
Venues
Production
Services
Application
Services
Technologies
Platforms
gLearn
PMOC
online
training
PRT process
Schwab U
Sparks of
Schwab
GMP U Mindleaders
EHS ErgoNet PP&R Online
online
Presents...
Learning
Compliance
web site
Web-based Video-OnTraining
Demand
Instructional
Design
Teamscape
gLearn
EMS
LMS
Multimedia
& Graphic
design
Static
web sites
Video script &
production
Distance
Learning
Web
Authoring
Video/Audio
conferencing
Evaluation
& feedback
Niku
Online
Leadership
Training
Forum
Online
Performance
Support tools
Graphic
Usability Programming
layout
& design
Mindlever Interwoven
Flash
Studio Prod VOD
Graphics Bulletin
Virtual
VSS
WBT
Content
Animation
Board
tool
Facility
Classroom
Authoring
Mgmnt
Oracle DB
ASP
Streaming
HTML Audio/Video
Windows NT
4.0
2000
IIS 4.0
SYNOPSIS
Interwoven
content
mgt. systems
Mac
OSOS
X
Palm
PDA
.pdf
Java
Acrobat
MS
SQL
XML
Netscape
Internet4.78
Explorer
IE 6
5
Elements of a learning infrastructure
• Platforms - what users have on their desktops
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Windows, Mac, UNIX, Palm, Bluetooth
Multiple browsers
Plug ins, monitor resolutions
Internet/intranet bandwidth
Design to the lowest common denominator? Create multiple
versions?
• Technologies - base intranet technologies available
to (or must build) on
•
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Databases - Oracle, SAP, DB2
Web services - IIS, Apache
LMS, CMS, LCMS
Web content - XML, HTML, Java, ASP
Streaming audio or video services
Content Players - Real, Windows Media, QuickTime, Plug-ins
• Application Services - Tools used to create and
deliver the content
• Text content - XML editors, HTML editors, Word
• Static Graphic tools - Illustrator, Photoshop, Dreamweaver,
Fireworks, PowerPoint
• Animation tools - Flash, Dreamweaver, Breeze, Fireworks
• Audio tools - Real networks, Windows Media Toolkit, QuickTime
• Video tools - Media 100, Windows Media Toolkit, Real
Networks, QuickTime
• Web Conferencing - WebEx, Centra, NetMeeting, PlaceWare
• Instant Messenger
• Collaboration tools such as bulletin boards and online forums
• Production Services - the creative people who
will develop the content
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Instructional designers
Graphic and multimedia developers
Video and audio producers and editors
Web programmers
Usability or QA specialists
Project manager
• Venues - how you will present the content
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Web-based training
Static web sites
Streaming media (stand-alone or embedded)
Performance support tools
Distance Learning/Virtual classrooms
Audio/video conferencing
• Products - Actual programs you are now or plan
on delivering
How to use the model
• Use the provided graphics
• First, complete the “stack” model to identify all elements
of your infrastructure
• Then, use a separate “pyramid” sheet for each product
• On each level, transfer the specific elements of your
infrastructure from the model that you have in place to
your “pyramid”
• When necessary, add and tag the elements that are
missing but which you need in order to complete the
project
Example 1: Schwab U Presents
Interactivity/Depth of Learning
• Knowledge
•
Awareness to stimulate interest
•
Ability to email HR reps
Learning styles:
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20 minute maximum time (5-7 minute segments)
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Self-directed (WBT), available anytime, anyplace
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Resources and info immediately available for follow up
Product
Venue
Production
Applications
Technologies
Platforms
Schwab U Presents
WBT w/Streaming media
ID/scripting/video/graphics/html
Flash/Windows Media Toolkit/Media 100
Oracle DB/Video server/IIS Web server/email
Windows NT
Example 2: Genentech LMS Application Training
Interactivity/Depth of Learning:
•Knowledge, Comprehension, and Application
•Use simulation for skills practice
Learning styles:
•30 - 45 minute maximum time
•Self-directed (WBT), available anytime, anyplace
•Directly transferable to current work situation
•Two versions: Student & Supervisor
Product
Venue
Technologies
Production
Applications
Platforms
gLearn Online Training
WBT w/simulations
ID/scripting/audio/graphics/programming
Flash/LMS
Oracle DB/Web server/LMS/Java/HTML
Windows 2000/Mac OS X/IE6/Netscape/Safari/Synopsis
Using the model
• Get out the model and the “pyramid”
• Discuss the kinds of items you need to record in
your model specific to your respective
companies.
• For the things that you don’t know, list questions
you’ll need to ask your IT contact.
• Complete the “pyramid” for a current project
Your Company : Learning Architecture
Products
Venues
Production
Services
Application
Services
Technologies
Platforms
PMOC
Schwab U
Sparks of
Schwab
GMP U Mindleaders EHS
ErgoNet PP&R Online
Presents...
Learning
Compliance
web site
Web-based Video-OnTraining
Demand
Instructional
Design
Teamscape
EMS
Multimedia
& Graphic
design
Static
web sites
Video script &
production
Distance
Learning
Web
Authoring
Video/Audio
conferencing
Evaluation
& feedback
Leadership
Forum Online
Performance
Support tools
Usability
Graphic
layout
& design
Mindlever Interwoven
Flash
Studio Prod VOD
Graphics Bulletin
Virtual
VSS
WBT
Content
Animation
Board
tool
Facility
Classroom
Authoring
Mgmnt
Oracle DB
ASP
Streaming
HTML Audio/Video
Windows NT
4.0
2000
IIS 4.0
Interwoven
content
mgt. systems
Palm OS
© Harry Wittenberg, 2004
PDA
.pdf
Acrobat
MS
SQL
XML
Internet Explorer 5
Project X: Infrastructure Requirements
Interactivity/Depth of Learning:
Learning styles:
Product
Venue
Production
Applications
Technologies
Platforms
Focus on Learning:
How are you going to apply the technologies?
• How does "learning" fit in?
• Modes of learning
• Depth of knowledge
• Motivation and the desire to learn
• Human-computer interaction
• Review of Bloom's Taxonomy
• Know (Knowledge, comprehension)
• Do (Application)
• Decide (Analysis, synthesis, evaluation)
At what cost?
• The deeper the knowledge, the greater the
interactivity required
• The greater the interactivity, the greater the
resources needed to create the interactions
• The greater the number of resources, the
more costly it becomes
• The more costly it becomes, the greater the
demand for ROI or cost/benefit analysis
A model for selecting media
• Knowledge and comprehension cheaper and
easier to develop
• Visual and auditory media
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Reading, reference material
PowerPoint slide presentations
Acrobat files
Audio cassettes
Video clips
Quick reference guides
Graphic images (a picture worth a thousand words)
A model for selecting media
• Application
• Skills practice
• Simulations
• Assessments more complex to show correct
application/modeling of behaviors and skills
• Analysis, Synthesis, Evaluation
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Case studies, scenarios
Role playing
What If scenarios
Choices and consequences
Assessments - Level 3?
Deciding
Evaluation, Synthesis, Analysis
- Evaluate a performance review
- Formulate a coaching session
- Compare and contrast two
budget models and select one
Classroom-based simulations
Distance learning
• Virtual classroom
• Video conference
• Web conference
Game-based learning
Doing
Application
- Set controls on new
equipment
- Construct a performance
objective
- Conduct an informational
interview
Simulations
Web based Training
Video on Demand
Flash presentation
Knowing
Knowledge and comprehension
- Define elements of a model
- Recall terminology
- Define related resources
Web sites
Static Web Pages
Print-based job aids
Acrobat document
Design & development complexity
(time + money + resource)
Now You Try It
• Review the infrastructure models
• Consider the:
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Objectives of the content/program
Infrastructure and resources
Level of knowledge and interaction
Learning culture of your employees
Deciding
Evaluation, Synthesis, Analysis
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Doing
Application
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Knowing
Knowledge and comprehension
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© Harry Wittenberg, 2004
Design & development complexity
(time + money + resource)
Another perspective
on the model
Figure 4
Stages of eLearning
Communities of
Practice
Shared Knowledge/
Problem Solving
Content/
Objectives
Collaborative
Technologies
Knowledge Transfer/
Skill Acquisition
Interactive
Technologies
Information Transfer/
Reproduction
Distributive
Technologies
Instructor
Centered
Learner
Centered
Team
Centered
Learning
by Telling
Learning
by Doing
Learning
through
Discussion and
Reflection
Source: University of Saint Gallen, SRIC-BI
Methods
Strategies
Focus on the learner: Learning and culture
Name
Characteristics
Family
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Eiffel Tower
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Guided
Missile
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Task/egalitarian
Status for group members who contribute to the targeted goal
Problem-centered, professional, practical, and cross-disciplinary learning styles
Emphasize access and relevance/alignment to corporate objectives, small chunks
Learner-centered, web-based, performance support
Incubator
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People/egalitarian
Status for individuals who exemplify creativity and growth
Process-oriented, creative, ad-hoc, inspirational learning style
Emphasize collaboration and interaction
Blended solutions are best fit for the culture
People/hierarchical
One leader who is close and powerful
Intuitive, holistic, error-correcting learning style
Emphasize collaboration and interaction
Blended solutions are best fit for the culture
Task/hierarchical
Leaders are distant and powerful
Logical, analytical, vertical and rationally efficient learning styles
Emphasize access and time efficiency, small chunks, directly relevant to
competencies
• Learner-centered, web-based, performance support
Source: Fons Trompenaars and Charles Hampden-Turner (Riding the Waves of Culture: Understanding Cultural Diversity in Business);SRIC-BI
Fitting to the culture
Egalitarian management
Incubator
Fulfillment-oriented Culture
Person
Guided Missile
Project-oriented Culture
• Synchronous Platforms
• Asynchronous Platforms
• Collaborative Learning
• Integration with work processes
• Knowledge management
• Performance Support
• Blended Learning
• Granular Learning Objects
• Learner-centered Materials
• Knowledge Management
Family
Person-oriented Culture
Eiffel Tower
Role-oriented Culture
• Synchronous Platforms
• Asynchronous Platforms
• Blended Learning
• Integration with work processes
• Prescribed Curriculum
• Performance Support
• Virtual Classrooms
• Granular Learning Objects
Task
• Learner-centered Materials
• Knowledge Management
Hierarchical management
Source: Fons Trompenaars and Charies Hampden-Turner (Riding the Waves of Culture:Understanding Cultural Diversity in Business); SRIC-BI
Time and place
• An additional lens to look through is how your
infrastructure can support the best time and
place people are willing or need to access the
learning
• Depending on your objectives, some ways are
better suited to deliver content to your learners
• The Time/Place Continuum Model provide
another way to help decide the approach to
meeting learning and knowledge goals.
The Time-Place Continuum
Fitting it together: Example of strategic planning
Tool/Product
Description
Targeted learning profile
Web-based training –
Provides on-demand access to in-depth course
content any time, anywhere on the network
Limited ability to attend live instruction
Performance
Management Online
Course
(Blended
learning/granular
learning objects/learnercentered content)
Includes live facilitation at the beginning and end of
the course
Enables collaborative learning
High interactivity provides
engagement and skill building
Targeted towards knowledge,
comprehension, and application of
content
Offers stimulating skill practice
Includes self-assessment as well as end-of-course
evaluation
Provides direct links to references
Live facilitation provides expert advice
and guidance
Collaboration with other learners
provides cross-enterprise learning
opportunities
Each unit is designed as separate learning objects
which can be independently run even after the course
has been completed
Self assessment provides feedback to
learner on depth of learning
Next revision will include enterprise-specific case
studies
Future customized case studies
provides integration with the work
Construct the strategic plan
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Vision, Mission, Goals, Values
Alignment of project objectives to dept. and/or corporate goals
Identify the learning culture
Identify the learning infrastructure
 Current and future state (if necessary)
 Use the three models to graphically present choices
 Select the media to fit objectives and resources
 Use the project “pyramid” to identify resources necessary to
build the project
 Budget
 Project schedules
 Measurements
Summary
• Partner with IT to identify your current infrastructure
• Review your learning objectives and ensure alignment with your
department and corporate goals
• Identify your learning culture to help guide your decisions
• Based on your objectives, decide on the depth of learning you’ll
need to achieve
• Between the learning level and the time and place best suited to
present the content, determine the approach to development of
the final product
• Model your development effort and include it in your strategic
plan
• Present the plan and determine resource gaps you’ll need to
develop the content
Questions?
References
• Edmonds, Rob, Trondsen, Eilif and Hoffman, Marcelo, eLearning
and Culture, SRI Consulting Business Intelligence, 2001
• Bersin & Associates, Ground-Breaking Best Practices in eLearning
Uncovered, According to Study by Bersin & Associates, Press
Release, 2003
• Munzer, Eli, Forging an Enterprise-Wide E-Learning Strategy, In
Practice article, ASTD Links, 2003
• Trompenaars, Fons and Hampden-Turner, Charles, Riding the
Waves of Culture: Understanding Cultural Diversity in Business, SRI
Corporate Business Intelligence Report, 2001
• O’Driscoll, Tony, Learning and Performance Technology: Blending
the Best to Beat the Rest, IBM Center for Advanced Learning,
TechKnowledge presentation, Anaheim 2003