THE ASTD E-LEARNING HANDBOOK

BEST PRACTICES, STRATEGIES, AND CASE STUDIES
FOR AN EMERGING FIELD


Allison Rossett, Editor

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Online Learning
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Interviews
Marc Rosenberg
Gloria Gery
Rob Foshay
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Developed by:
Lori Killpatrick &
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©2002


Interviews

| Marc Rosenberg | Gloria Gery | Rob Foshay |

Marc RosenbergMarc Rosenberg
Dr. Marc J. Rosenberg is a senior principal with DiamondCluster International, a premier business strategy and technology solutions firm.  Dr. Rosenberg is a past president of the International Society for Performance Improvement (ISPI) and holds a Ph.D. in instructional design, plus degrees in communications and marketing.  He has spoken at the White House, keynoted numerous professional and business conferences, and authored more than 30 articles in the field.

Of the Four C's of Success, culture, champion, communication and change, which is the most difficult "C" to achieve?

MR: 
"When you want an organization to change, whether it is around e-learning or any other business transformation, you must have one or more champions..."
"'Change' is clearly the most difficult because the other three are prerequisites. When you want an organization to change, whether it is around e-learning or any other business transformation, you must have one or more champions who will lead (and role model) you through the process, an open and thorough communications plan to help everyone understand what the change is all about, and an overall culture that is accepting of the change. This is not to say that the others, especially culture are not difficult -- they are, but if you don't have these in place, the change you seek will be very short-lived, and the next time you try it, the resistance will be greater."

You suggest that "developing an effective communications plan will be an important element" in an e-learning environment.  What role does employee input play in the communications among senior managers? 

MR:  Change is best when supported at all levels of the organization and when participation is robust across the business.  But change cannot be sustained unless there is real support from the top -- where the proverbial "buck" stops.  So gather input from everyone, but, at the end of the day, make sure your senior managers are the point men or women with the message.

What words of wisdom would you offer to a fledgling organization wishing to integrate e-learning strategies?

MR:  Without a sustainable and supportable e-learning strategy, one that clearly describes your value proposition, you are likely to fail in your e-learning efforts, no many how many courses you put online.

For more information about online learning, read Marc Rosenberg's chapter, The Four C's of Success:  Culture, Champions, Communication, and Change.
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Gloria GeryGloria Gery
Gloria Gery is an independent consultant in Tolland, Massachusetts, specializing in e-learning and performance support systems.  Gery was inducted into the HRD Hall of Fame in 1998 and in 1999 received the ASTD Distinguished Contribution Award.  Her groundbreaking work in performance support is the basis for much new work in software design which integrates learning, support for work processing, knowledge, data, and tools.

Since you wrote Electronic Performance Support Systems in 1991, you say that "we've continued on the inexorable path toward providing electronic resources of increasing variety, but the fundamental defaults of training, providing reference resources and periodic coaching for on-the-job learning have not shifted much."  Is this still true 10 years later? What is different now?

GG:  Yes, it's still true.  Defaults die hard and continue to be reinforced by functional management who measure outcomes with traditional metrics. What's different now is that we have ubiquitous available technology that has been justified for other purposes.
"What's different now is that we have ubiquitous available technology that has been justified for other purposes. We can easily piggyback on it and don't have to justify the purchase of technology based on learning and performance support projects."
We can easily piggyback on it and don't have to justify the purchase of technology based on learning and performance support projects.  We are also shifting work to non-traditional performers.  And much of the work that was traditionally performed by employees is being done by suppliers, vendors and customers.  The eCommerce and web services people are implementing performance support and they are doing it without fanfare.  Customers typically have discretionary relationships with us. If other providers do a better job, they can shift who they buy from. As such, we consciously or unconsciously use a higher standard for software design for outsiders than we do for employees. We can't assume they will tolerate instruction. And we generate performance environments that don't require it.  Ironic, isn't it?

Of the five elements of performance support systems, task structuring support, knowledge, data, tools and communications/collaboration, which has been the most difficult in your experience to achieve/implement?

GG:  Task Structuring. The reason is that there is no functional group in an organization that is responsible for achieving this. The IT folks focus on data and the training and documentation folks focus on knowledge and instruction (which is a sequential form of knowledge).  There are groups focusing on bringing in tools like collaboration tools, but the task structuring for normal work tasks has no "home." And functional organizations don't do things they are not measured on.

You suggest that "instructional systems design methods will have to change to accommodate new outcomes and the merging roles."  What advice do you have for an instructional designer developing a performance support system?

GG:  Redirect and expand what you do in traditional instructional design methodology to additional outcomes. Consider that technology permits different alternatives.  Much instruction is compensatory for the fact that we couldn't get people either or both of the following at the moment of need:

  • task structuring support
  • knowledge integrated with that support so that it's accessible at the moment of need.

So we taught people in advance and hoped they would internalize and apply procedures/process and knowledge.  

Think more broadly.  In order of leverage or impact, the following should be considered:

  • what should be supported directly through software interfaces and automated tools
  • what should be referenced -- and hopefully from the above context
  • what should be learned through instruction in advance of task performance
  • what should be collaborated upon.

Task analysis is, of course, the basis for task structuring.  Typically, those designing instruction come to a screeching halt when analyzing tasks that are complex and require branching based on data or conditions.  We don't know how to represent tasks that can't be represented in simple flow charts. We must learn how to express tasks that follow rules or complex conditional relationships. Data processing professionals think in terms of representing relationships in tables and rules. Instructional designers must acquire that skill. We must also consider that data which is specific to a situation drives task progression. Sometimes rules must be applied to that data and instructional designers have limited experience in figuring out how to teach rule-based behavior. IT professionals develop programming logic to execute in those cases. Even when we don't know how to develop that programming logic, we must be alert to when it should be employed and bring people with the appropriate skills into the team.

We focus on knowledge representation and generally represent concepts, definitions, etc. well.  But we must go beyond that to other content that relates to task sequencing and rules and relationships.
"We must also give up the idea that competence must exist within the person and expand our view that whenever possible it should be built into the situation."
  For example, user interfaces that dim and bold based on user selections represent conditional relationships.  That's just a simple example of the kind of alternative we must consider.

We must also "give up" the idea that competence must exist within the person and expand our view that whenever possible it should be built into the situation. 

For more information about performance support systems, read Gloria Gery's chapter, Performance Support - Driving Change.
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Rob Foshay Rob Foshay
Rob Foshay, Ph.D., is Vice President of Cognitive Learning and Instructional Design at PLATO Learning, Inc.  He has served on the Board of the International Society for Performance Improvement (ISPI) and was a founding member of the International Board of Standards for Training, Performance and Instruction (IBSTPI). Dr. Foshay serves as a consulting editor to three research journals and has published over 50 major journal articles, book chapters, and PLATO Technical Papers.
You mention in your article Web-Based Education: A Reality Check that “putting content on a Web page is no guarantee of learning.”  What advice do you have for someone wanting to transfer content to the Web for instruction?

RF:  The basic question to ask is what do you want learners to do that will demonstrate to them and to you that they’ve mastered the material. 
"What’s missing from most distance-systems is the opportunity for learners to do anything."
One must build in frequent opportunities to do that 'thing' and to receive feedback.  What’s missing from most distance-systems is the opportunity for learners to do anything.  The most common way to demonstrate learning is through scenario-based, problem-based models to work through problems, talk to each other and to instructors.

Could you elaborate on the advantages and disadvantages of the role of technology in computer-based education vs. instructor-led distance education?

RF:  There are a range of types of knowledge, from declarative to procedural.  As a general rule, declarative and well-structured procedures are easy to teach on a computer as long as your content can be represented with visual, text, and aural interactions.  It is more effective and more efficient than classroom settings and there are huge advantages to this method. 

Ill–structured problem-solving issues are harder for a computer to maintain a dialogue.  Instead, the computer will be valuable as a tool.  Instruction in this case should really be done by humans through, perhaps, using computer-based communications.  Allow for variability for content.  

Most cases involve an optimum mix of both, a blended learning approach.  Think rigorously about what you want to teach and the components of the curriculum. 

You suggest that 3 components are necessary to have an effective Internet-based instructional delivery system:  management, courseware and groupware.  

How would you advise someone wanting to implement learner-management tools, including performance reporting?

RF:  There are lots of tools available and many considerations.

  1. Think clearly about what information you want to capture and handle.  This includes simple stuff like student log-in ids, grades, utilization of logins, but also assessment information, and portfolio information.
  2. Consider the ability of the system to align assessment, instruction and information components to objectives. Some people assume that courses are separate and packaged. Others make courses on the fly from objects. Courses do not exist separate from its management system, which has its advantages and disadvantages.
  3. Consider platform issues such as browsers, band-width, security, etc. Are systems designed to work at a particular scale?
What instructional design components should good courseware include? 

RF:  

  1. Content considerations, as mentioned above. 
  2. Audience appropriateness; keep the audience in mind.
  3. Appropriate instructional strategies.
  4. Overall course structure, such as objectives, motivation, sequencing.
Could you expand on the importance of groupware?  Why would an instructional design system be non-effective without it? 

RF:  Learning is inherently social; it's a social activity. 
"Learning is inherently social; it's a social activity."
Important lessons are learned through interactions with other learners and performers.  There are important messages to convey, e.g., this is important, what comes next, how does it fit in with what I’m doing.  These messages are conveyed through group interaction, instructors’ enthusiasm about subject, their passion.  The more ill-structured the issue, the more humans have to do it. Creating an online learning community is very important. 

For more information about instructional design, read Rob Foshay and Corrie Bergeron's chapter Web-Based Education:  A Reality Check.
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