CoP Series #7: Roles and Scalability

This is the seventh  in a series of blog posts I wrote for Darren Sidnick. I am finally getting the rest of the series up. Part 1, part 2, part 3,, part 4, part 5, part 6,  part 7 ,  part 8 , part 9 and  part 1o  are all here on the blog.)

In the last post in this series we talked about some of the roles that support successful learning communities and CoPs (Communities of Practice). But when we think of these roles in the context of organizations like the e-learning provider UFI Learndirect (for whom this series was originally written), whose strength is providing learning services at a massive scale, some natural tensions are going to emerge. We might say “yeah, all these roles are nice, but there is no way to provide them a scale.”

How can we creatively thinking about scalability of roles? What might be the interaction between paid, formalized roles provided by Learndirect and the cultivation of roles within a learning cohort or an ongoing community? How might technology help us? Let’s look at some options.

  • Within courses/intense support – assessment, content, and tutoring. Tutors with both content and pedagogical experience help students assess learning needs and pull together relevant resources (at Ufi learndirect, the pedagogy and much of the tutor support is in-built within the e-learning couse). They are a “first line” of support with explicit boundaries on what they can do. This may be more or less needed depending on the course. Some content lends itself to being a solo student experience with little support. Others are more complex and need more support. Technology may assist to direct relevant content to the right learners through diagnostic paths (a la Amazon’s recommendation system) on the assessment side.
  • Across “course” offerings/building community support –community cultivation, connecting learners. While there might not be able to be an intense level of support at an individual cohort level, can there be learning communities that draw from multiple cohorts for the same course? For example, I may be taking a self paced module on childcare for infants. Within that course, there is no “community” per se, but I can log into the “Infant Childcare” community and ask questions of peers and experts, get access to more content and come back when I have questions about what I’ve learned in application. This might be seen as a set of domain specific portals. This offers the ability for both tutor and peer support on a more scalable level than at the course level (another way could be to take a generic course like numeracy or employability and build a niche community around say financial management that is a key issue for some of the learners. The same principle could work for leadership and management and many other more generi courses). All this can augment the automated diagnostics with a community of people who might have more diverse or contextual recommendations. Developing good critical thinking to evaluate and assess recommendations – automated or human, may be something important to foster within the community(ies.)
  • Learning support from the “wider world” – tapping into networks, professional associations and local organisations. An important learning bridge is that place between the formality of a “course” and the ongoing application of learning in the world. This ongoing learning is primarily informal. We can link students to external supports for their ongoing learning. It may be professional associations, guilds, communities of practice or local organizations. Linking learners to these ongoing support not only bridges to application, but it may also attract people from the community who wish to participate in domain communities sponsored by the learning institution, offering value in both directions.

The bottom line is that support roles are neither fixed, nor limited to paid, internal resources. If we look at the value chain across this ecosystem, each layer, each player has something to offer and something to gain through cooperating.

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Images: 

Between disagreement and cynicism

Flickr CC photo by Laura Whitehead (I wrote this in January – never finished, nor published it. I’m cleaning out some blog drafts and it felt worthwhile to try and tidy this one up and get it out. )

As I chew over my learnings of the past week in Rome for the Share Fair and work at IFAD (the International Fund for Agricultural Development, another UN Agency), one lesson I clearly needed to learn was the boundary between edge of disagreement and the pit of cynicism.  As a facilitator, I am often accused of abusing political correctness, or even of being a Pollyanna. In my advocacy of communities, I have been cautioned about the negative influence of groupthink and the erosion of tolerance for diversity.

I often think of these admonitions as reactions reflecting past negative experiences of something. “I had a group exclude me, therefore groups are more about who is out than who is in.” Or “the politically correct forget the value of critical thinking.” I have always struggled to respond to these comments because they are always correct – some of the time. There are counter examples in every case, and counter patterns. Everything has a dark and a light side, so our generalizations are as damaging as they are helpful.

My only way to cope with this is to try and practice a set of principles that work to promote as generative and useful contexts for working as I can. But heck, like everyone else, I fail. All the time. I abuse my own values.

I noticed one situation last week that really stuck out for me. I was getting very frustrated with the planning process of the Share Fair over the last few months. I felt a sense of fear to really live into the spirit of knowledge sharing. A protection of organizational rather than collective values as five organizations collaborated to create the event, and the oppressive weight of political formality that is embedded in some of the organizations.  I even got petulant and threatened to not come. Uh oh. 

But I flew to Rome. I was frustrated that the sessions I was to facilitate were labeled as “discussions” – faint cover for “traditional panel sessions,” and that I was assigned a technical session I knew little about. In short, I found a lot to complain about and expected little. Uh oh.

When did I slip from disagreement to cynicism? How could I then let my cynicism dampen or even hurt others who were trying their best to make a positive outcome? One of the lead facilitators, who was overburdened not just with the Fair, but with other work and the typical string of mishaps outside of work, said something to the effect that she had chosen optimism as her approach in the face of challenges.

Where is the line between constructive disagreement and engagement and the heavy dampening of cynicism? How do we continue to push forward and not fall back to old habits, work with all the negativity, and still retain a sense of possibility and optimism? And why is this so important?

During the Fair, sure, there were a lot of cool things we could have done. Did they go as far as they could have? In many cases, no. But did they go far ENOUGH? There was a palpable sense of learning permeating so many of the sessions. There were people huddled in conversation in the booths and over coffee. (I have to say, I’m SO happy that the decision to have  a dedicated coffee/food bar IN the actual event area was preserved. I can’t say enough of the magical power of food and good Italian coffee to convene knowledge sharing moments.) So what if the opening was stiff and formal. What about the excitement of participants in the blogging session who said “NOW I know what blogging is all about.” Or the colleagues from different organizations who sat together in a panel discussion and discovered important intersections in their work.

In our aspirations to make something the best it can be, we can be blinded by the “rightness” of our own ideas. So, they might be right. But they are not the only possibility. Big ships turn slowly, but the people on them can still be individually and collectively nimble. Cynicism dampens the human spirit. Constructive and positive (in attitude and spirit) disagreement can stimulate innovation and growth. We should no more keep quiet with new ideas just because they are disruptive than we should condem others because they don’t see nor appreciate our divergent ideas.

I was in a conversation with one of the responsible staff for the fair. I was chastizing him and his organization for not taking the leap of leadership into experimentation for positive change. I said people were being too safe.

He looked at me, an outside consultant, and said “thats what we hire you for.”

If this is true, then my role as external agent of disruption must continue to offer divergent perspectives, but not fall into the trap of cynicism. Then my value disappears.

Photo: Uploaded on January 18, 2009 by Laura Whitehead

CoP Series #6: Community Leadership in Learning

Community Leadership in Learning – bees, mentors, coaches, experts and friends 
photo by Donald ClarkThis is the sixth  in a series of blog posts I wrote for Darren Sidnick. I am finally getting the rest of the series up. Part 1, part 2, part 3, part 4, part 5, part 6,  part 7 ,  part 8 , part 9 and  part 1o  are all here on the blog.

When we dream of community learning, we often have this idyllic fantasy that they justwork. Automagically things get organized. Participation happens. But when we open our eyes and think of the wasteland of fossilized or never-really-happened learning communities, of the dead web discussion forums, reality hits. While it may take a village or wider family to raise a child, it takes roles to raise a community. And unless you have endless time or deep pockets to pay someone (or some ONES) these roles have to be distributed across the community. Lets take a look at some possible roles in learning communities or communities of practice. These are examples, and they are in my language. You may very well have different labels and different roles in your community. The point is to be able to describe them. Then a community can begin to step in, negotiate, and fill the roles.

More than tutors and learners
At the moment many people think there is just the educational practitioner (expert; one role); and the learner. Teacher, student. Perhaps there is also the subject matter expert who comes in to create a course or determine the content pieces, and an instructional designer who organizes that content based on pedagogical principles and within the constraints of the technologies in use.

In reality, there are more roles. People often play more than one role or switch between roles. Some of these roles may be played by one person or many. Sometimes they are formalized (as in instructor) and sometimes they are entirely informal and ad hoc. It all depends on the context. Here are some examples. Notice the overlap!

  • Subject matter expert – in CoP lingo, these are the people who have a sharp focus on the domain (see CoP Series #2). In self paced elearning, the experts made their appearance during CC Flickr photo from Jose Cavothe creation of the course, then are essentially gone. A tutor (see next description) may take on this role. In many learning communities, the members themselves are to some extent or another, also experts. This means as a value we explicitly recognize, value and use the knowlege of the learners. This can lead to peer mentoring or peer tutoring. As humans too, we generally appreciate being recognized. So this build social capital in a learning group.
  • Tutor – tutors help learners achieve the course objectives and support the individual’s learning objectives and practices. This is the more one-on-one support in traditional small cohorts, but can also be a role distributed amongst the learners as peer tutors, who can then be supported overall by the lead tutor or instructor. This builds capacity in the community as well as fulfills the tutoring function. Again, in CoP lingo, the tutor may be focused both on domain  and it’s application: practice (see CoP Series #4)
  • Technology steward – when we are learning together online, not everyone is as geeky as they might wish to be. The technology steward is a person who knows enough about the needs of the community and enough about the technology to help everyone use it well in learning together. This might be the person who naturally likes to experiment with web tools, or who is a good “explainer.” Tech stewards are often unaware they have this talent, so it is important to notice them and asking them to help. In an organizational setting, we rarely have enough “tech support” so these stewards within the learning communities can be a huge help.
  • Community cultivator – These are the relationship people. In CoP lingo, they pay attention to community (see CoP Series #5) They welcome people into a learning group. They notice who might be interested in meeting others and makes the introductions. They notice when someone is missing. In an online environment where we lack many of our accustomed social signals (body language) this role is important. Look for the naturals – they love taking on this role. Technology can assist this role through the use of course member directories, social networking tools and even instant messengers.
  • photo by Adam Content scanners and filterers – we talk about information overload. These people see it as a candy store. They scan, notice and often love to share what they have found. Set up tools and places for these folks to bring in external resources into your course. We’ll talk more about the HOW of doing this in a subsequent blog post.
  • Content creators – History has shown that between 1% and 10% of participants in online groups produce 90- 99% of the content. In a course situation, we often want to increase this as a way to know if people are participating. (See Lurkers below). In reality, if everyone produced, we’d not be able to consume it. We’d choke. However, look for those who create value. Encourage them, like the content scanners, to lead conversations, share their critical thinking skills and role model active participation. Often just recognizing their skills encourages them.
  • Lurkers – As CoP theory notes, some of us learn from the side, not in the center creating content, or leading conversations. This “legitimate peripheral participation” is often labeled “lurking” in online communities. Lurking means they are reading, but we just don’t know it. So we need to encourage people to give us clues if they are happily lurking, or find out if they are disconnected and lost. This takes us back to the tutors and peer tutors.
  • Bridgers out to the world – Most learning within a course is the first step. Carrying that learning out into the world and applying it is the gold standard of success. It is my personal belief that nearly every course that has practical application as its goal should have an explicit activity that bridges out to the world. That may mean pointing out open learning communities interested in the same topic or domain, bringing in external speakers to add a touch of the “real world” or keeping learners connected after a course to support that learning in application. Members of the community can help create those links.

Not all of these roles have to be institutionalised. If you are providing elearning services, think about which ones are most important in your context. Prioritise the ones you can fill, then design your learning communities to support members taking on the other roles. This includes making space to talk about them, and recognising — even rewarding — people who take them on. Roles are a way for people to build their social capital. They another layer of identity for members in their communities. They cultivate a sense of ownership. The can raise the visibility and reputation of those who take them on successfully. So while roles most often equate with work, they also have intrinsic value to both the individual and the community.

Resources:

Image Credits on Flickr/Creative Commons

Monday Video: The circle of trust

Via Liz Lawley I found Ponzi Pirillo’s video of a little trust exercise done at the Microsoft Social Computing gathering last fall.

Trust has come up in conversation a lot lately. Clay Shirky has been oft quoted saying “in collaboration we trust.” This idea that we build trust through what we do with each other resonates in my work. It is not something we, as facilitators, “create.” We can’t build a culture of trust, we can build our culture through working together and building trust as we go.  I often go back to the 1999 work of Sirkka L. Jarvenpaa and Dorothy E. Leidner and their fabulous paper on Communication and Trust in Global Virtual Teams. The idea of “swift trust” given through small, interdependent interactions in teams now takes on new meaning to me through small, information exchanging acts we do with people in our networks whom we do not know personally or even at all.

This little video is a nice visualization of Shirky’s idea.

YouTube – The circle of trust at MSR’s Social Computing Symposium

What are you doing WITH people to build trust with them? For what purpose?

Tinkering and Playing with Knowledge

cc flickr image by System One GangThe word “tinkering” keeps coming up to my radar screen, and it makes me happy. I love the idea of tinkering and find it central to the practice of stewarding technology for ourselves, our communities and networks. Imagine. Create. Reflect. Share. Adjust and go at it again. Experiment. Mash-up and recreate. Build upon the work of others.  It is for me a deeply ingrained practice of learning both by myself and with others, particularly in my communities of practice.

Last week, on one of our many, many, many calls in creating the Digital Habitats book, Etienne Wenger noted something about a blog post I had here and on the book blog about experimenting with the community orientations we write about in the book. it was about using the orientations via a spidergraph to explore and understand one’s community. I wrote about how Shawn Callahan had taken the idea in one direction, and I in another. Etienne mentioned on the call that he had been doing this for a long time. I stopped short, feeling embarassed that I had not recognized that I had tinkered upon HIS work, and our work, and then Shawn tinkered upon it in his own way. It made me more aware of recognizing the substrate upon which we tinker. The shoulders upon which we stand.  Etienne said something to the effect that despite the hours we spend working on the book together (along with John Smith), we often don’t know what each other is working on. We are tinkering more alone than together.

This made me realize I had been focusing on tinkering as an individual…

John Seely Brown was recently interviewed about education and he focused on this role of tinkering. He says in the video linked below, “Let me take my imagination and build something from it. Does it work? If not, why not. If it does work, can it work better?” Be open to criticism.  Brown talks about a networked world as an open source world that facilitates this tinkering. And about how our identities are now bound up in what we have created alone and with others. And how others have built upon what I have built. New social capital.

 Take a peek.

www.johnseelybrown.com “I am what I create” says John Seely Brown addressing the Carnegie Foundation for the Advancement of Teaching – Stanford, CA, Oct. 23-25, 2008

So we have the idea of tinkering as a way of creating our identity in the world. Tinkering as a way of learning and creating with and for others.

cc Flickr image by kafkanAlex Soojung-Kim Pang looks at the origins of tinkering and why it feels on the rise again. (Go see the whole post – it is fabulous.)

Think of the historically contingent forces shaping tinkering first. I see several things influencing it:

  • The counterculture. Around here, countercultural attitudes towards technology– explored by John Markoff in What the Dormouse Said (here’s my review of it), Theodore Roszak (his Satori to Silicon Valley is still one of the best essays on the historical relationship between the counterculture and personal computing) are still very strong, and the assumption that technologies should be used by people for personal empowerment. Tinkering bears a family resemblance to the activities embodied in the Whole Earth Catalog.
  • Agile software. Mike sees some similarities between agile software development and tinkering; in particular, both are attempts to break out of traditional, hard-to-scale ways of creating things.
  • The EULA rebellion. The fact that you’re forbidden from opening a box, that some software companies insist that you’re just renting their products, and that hardware makers intentionally cripple their devices, is a challenge to hackers and tinkerers. Tinkering is defined in part in terms of a resistance to consumer culture and the restrictive policies of corporations.
  • Users as Innovators. The fundamental assumption that users can do cool, worthwhile, inspiring, innovative things is a huge driver. Tinkering is partly an answer to the traditional assumption that people who buy things are “consumers”– passive, thoughtless, and reactive, people whose needs are not only served by companies, but are defined by them as well. When you tinker, you don’t just take control of your stuff; you begin to take control of yourself. (John Thackara talks about user innovation wonderfully in his book In the Bubble. As C. K. Prahalad argues, this isn’t a phenomenon restricted to users who are high-tech geeks: companies serving the base of the pyramid see the poor as innovators.)
  • Open source. Pretty obvious. This is an ideological inspiration, and a social one: open source software development is a highly collective process that has created some interesting mechanisms for incorporating individual work into a larger system, while still providing credit and social capital for developers.
  • The shift from means to meaning. This is a term that my Innovation Lab friends came up with a few years ago. Tinkering is a way of investing new meanings in things, or creating objects that mean something: by putting yourself into a device, or customizing it to better suit your needs, you’re making that thing more meaningful. (Daniel Pink also talks about it in his book A Whole New Mind, on the shift from the Information Age to the Conceptual Age. The geodesic dome is a great example of a technology whose meaning was defined– and redefined– by users.)
  • From manual labor to manual leisure. Finally, I wouldn’t discount the fact that you can see breaking open devices as a leisure activity, rather than something you do out of economic necessity, as influencing the movement. Two hundred years ago, tinkering as a social activity– as something that you did as an act of resistance, curiosity, participation in a social movement, expression of a desire to invest things with meaning– just didn’t exist: it’s what you did with stuff in order to survive the winter. Even fifty years ago, there was an assumption that “working with your hands” defined you as lower class: “My son won’t work with his hands” was an aspiration declaration. Today, though, when many of us work in offices or stores, and lift things or run for leisure, manual labor can become a form of entertainment.

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Anne Balsamo, who has written quite a bit on tinkering,
reflects…

1) Why is tinkering and “hand-making” important at this historical juncture?
2) What are the key sensibilities of a tinkerer?
3) How is an interest in tinkering stimulated or provoked?
4) What new tinkering practices are emerging in contemporary culture, especially in light of the rise of makers’ culture?
5) What is the relationship between tinkering and knowledge formation?
6) What research has already been done on tinkering as a mode of learning?  What research might be needed to understand it better?
7) How should we rethink the notion of tinkering in light of digital media?

Anne’s post has more video’s of people talking about Tinkering that were created with the Seely-Brown video shown above. Again, if you are interested in tinkering, it is worth clicking into Anne’s piece. (As a side note, Anne is also interested in the “corporeal (body-based) dimension of digitally mediated learning ” which pings on my recent note on the kinesthetic!)

So are we in the age of tinkering? Should we be paying more attention to our tinkering practices and patterns? How are YOU tinkering these days?

More recent posts on Tinkering, many inspired by the John Seely Brown video.