Reflections on Change Management practitioner status

Anyone working in learning is working with change – it is directly related to how we re/upskill, how we change behaviours, how we decide what combination of solutions will lead to performance improvement, etc etc.

We also know that training alone is rarely the solution. This has contributed in part to the preference for “learning and development”, in that people need to learn and develop over time. More fundamentally models like Performance Consulting help us clarify with stakeholders if we are talking about knowledge, information, skill, motivation or environmental challenges. Yet when we do deliver learning solutions the industry often struggles with evaluation to demonstrate impact and value. This often leads to arguments for learning needing a “seat at the table” and other such discussions that, in my opinion, too often ignore the fact IT, marketing, finance and every other teams would likely say the same.

On option for more strategic learning has always been to ensure learning team time is closely aligned to strategic initiatives. However, the traditional challenge of learning needs being thrown “over the fence” or learning teams being “order takers” for courses has suggested that, for many, the experience has been that they are too remote from decision making. I would presume most people will have experienced a mix of this in their learning careers, certainly I have at times been an “order taker” but often when the intention is a more holistic curriculum. At other times learning programmes have been central to projects, organisational development and other strategic, business critical planning. At the same time many of us will have seen different change management approaches – one of the most common, at least in reference if not application being Prosci/ADKAR.

It is with this background that I recently completed a three day programme (via Zoom) to achieve my Prosci® Change Practitioner Certification.

As expected, the course can only go so far in building competency with this methodology. However, there is an impressive set of resources available via the Prosci portal during and after the event. This includes online and offline options for completing the various assessments, plans and other components that make up the methodology. The core tenant of the model being that change management is about the “people side of change” and part of the course was discussing how CM should interact with project management (PM). Having previously completed, and facilitated, various project management training initiatives over the years, the Prosci programme did bring provide a very detailed and potentially powerful way to focus on the CM/people side. Ultimately every organisation really needs such a model – the question is if you want to go “all in” and adopt something as robust, research-based and multifaceted as Prosci’s 3 stage method.

Having completed the programme I went back to my old P30 (2013 edition!) manual and, to be fair, the “people side” is limited. Therefore, the fundamental justification for combining CM to PM (at least with these very popular methodologies) is justified.

For anyone wanting to do the certification themselves, I would certainly recommend it. 3 days was a lot, via Zoom it could have perhaps been done over 5 days but logistics (of course) always impact on instructional design. As is often the way a lot of the interesting parts came from the interaction with others (both facilitator and participants) and sharing of experience but the Prosci team clearly have a structured approach for their (franchise?) trainers that ensures some consistency.

Overall, good to have formal training in a method I have long been familiar of – the challenge now, as with all training, is to apply the learning and not revert to bad practice(s).

Ren’Py for leadership training

Back in June 2021 (3 years ago, really?!?) I wrote about RenPy as a platform for choice-driven branching gaming. Since then I have played around a few times with an idea for potentially developing a game to make leaders reflect on their personal approaches.

I had not really got going with this at all. So, as it is 2024, I asked Chat GPT (3.5) for a start.

Write me a renpy game about leadership in corporate environments

Me to ChatGPT

Even this simple prompt delivered 97 lines of code. So here we go, I might just have to try and give this a go!

If I manage to find some time – some more work on this might follow, hopefully not in 3 years!

Forbes: Why Women Leaders Are Leaving Their Jobs At Record Rates

One New Year’s resolution (for me) was to try and blog more as I am conscious I am being less reflective on things I read, webinars I attend, podcasts I listen to, etc. We will see over the coming months if I manage to keep the blogging up or not!

With International Women’s Day not far away, it was interesting to see this article from Forbes.

Obviously, I am at risk of being shouted down here but, in my opinion, there are a few things in this article I thought I would reflect on:

  • “leave their jobs to get their needs met” and an increasing gap between men and women – are differences between men and women’s needs still so pronounced?
  • “the economic and personal pressure is higher on women than ever before” – this sounds like a big claim but it may be the case – see my thoughts in the paragraph below*
  • “burnout as the main reason” – again, is this not a universal issue? What is happening in corporate America!?
  • “harassment and microaggressions” perhaps answers the question in the last bullet along with “lack of flexibility” and “limited advancement opportunities”. All of these reasons can, of course, be issues for groups beyond women and the suggestions listed – such as “flexible hours” and hybrid work really should be the minimal for most leadership roles in a modern environment.

*Ultimately the issue for all households (whatever the gender) is that we have gone from a situation where many households could get by on one salary (my mum, for example, missed several years of work including a spell of around only 0.2FTE and later my dad was made redundant and had years of part-time work before retirement) to most families needing two FTE salaries to get by. This leads to political issues – for example, whilst President Biden might expect a good run into the election based on a (relative to other countries) strong economic position we are instead in the situation where memes like the below are rife.

The reality, of course, was very different for many people. However, the point about purchasing power of the masses versus the “1%” is clearly a major issue in many countries. Where women are being expected to fulfil traditional roles alone plus economic pressure then clearly there will be severe “economic and personal” pressure (as mentioned in the article – see bullets above).

The conclusion of the Forbes article includes “if companies want to retain valuable talent, they need to create an equitable workplace where women can thrive”. I think it is fair to say we can simply rewrite that as “if companies want to retain valuable talent, they need to create an equitable workplace where everyone can thrive”.

Reflections on Guy Wallace’s “A Considered Response – Q&A with Leonard Houx”

This post is going to pick up some of the interesting bits from this recent conversation (recorded via Zoom and available on YouTube):

Leonard and I were in similar Higher Education circles a decade or so back and he has always been a good person to follow on social media, he was also excellent on the Learning Hack a while back. Guy is, of course, a “must sub” YouTube channel for L&D folks.

Just some of the bits I liked from this conversation (apologies if I’ve captured anything wrong):

  1. The odd UK ignoring of “instructional design” in preference for “learning design”, albeit with little clarity why.
    • I picked my MSc at the time as it was the only postgrad in the UK that specifically said it was doing ID and not LD or something else.
  2. Around 9:45 – “the mark of a true profession is consistency of terms and definitions” (Guy quoting from a past speech he heard).
  3. “Technology” should be application of science – not talking about the digital, online tools, etc.
  4. Sex Ed. vs Sex Training.
    • I’m going to borrow this from Bob/Guy for the difference between education (more general) and training (practical application, practice, etc).
  5. Lack of consistency in language difficult – never going to happen?
  6. Nothing new at conferences etc – partly as need to support always incoming people
    • I’ve previously suggested L&D conferences/shows could try and have “tracks” for more intro and higher-level things.
  7. I’m always amazed how both Leonard and Guy are able to recall authors, presenter names, etc. Whilst I read a lot of ID theory in my masters I am terrible for recalling a lot of this information – even though a lot is embedded in my practice. For example, I always forget it was Richard Clark with the 70% stat for SME knowledge.
  8. “Task set”
    • The never ending need to push performance-orientation!

Second “Power Up Program” post : A nice microcosm of the difficulties of IT training

Following on from my previous post, here are some more thoughts about the PUP.

Difficulties with learning media

On a weekly call the feedback from other attendees/participants was that they wanted more video-based guidance (in preference to text instruction that is used a lot on learn.microsoft.com).

Were they correct in thinking the videos are more useful?

In my opinion what is going on here is that video, of course, can be helpful for knowing the steps to follow. I, for example, regularly need YouTube to remind me the steps for doing rarely used things in PPT and XLS files. However, videos are often quickly out-of-date and more difficult to maintain than documentation, so it is understandable why a lot of the Microsoft courseware is not video based.

However, text instructions with limited image support is very tricky to use if out-of-date, there are a few examples where I have simply skipped doing parts of the PuP as I am unable to find the start point in the resources. This again is, I think, in part due to the complexities of the setup needed to complete the whole programme and needing to enable free trials of different components.

Keeping content up-to-date

As mentioned above, keeping IT training materials up-to-date is hard. This is why most L&D departs will outsource this for generic tools (like MS Office tools).

There has been one particularly bad example in PUP where the guidance referred to features not previously introduced in the course. When I raised this in the related weekly live Q&A it was revealed this functionality had actually been depreciated – basically meaning a lot of wasted learner time as I, and others, tried to figure out how to follow the instructions, finding that pages found online also didn’t help, etc.

Enabling trainers/community managers

Many of us will have been in training sessions where the trainer has been hamstrung by permissions, sandbox restrictions or some other kind of technical issue. The champions, who hold the weekly PuP calls, are clearly knowledgeable but have difficulty demonstrating items in the live Q&A as they have their own accounts, setup for their own businesses that are tricky to demonstrate to people using the trial versions.

These champions/MVPs are clearly knowledgible but fall into many of the traps experienced facilitators know to try and avoid – like using acronyms, jumping around tech interfaces without explanation, etc. I doubt Microsoft has provided them with basic facilitation training and instead I presume these are volunteer MVPs doing this for their own CVs rather than being fully supported to do the job.

Ultimately I stopped joining the weekly calls as they were not hugely helpful for some of these reasons.

LMS/system setup

The first blog post mentioned some trickiness in getting things setup. Some of the weeks material has been particularly confusing – for example a video that specifically ends with “let’s get started” and explaining the week’s activities was actually the last thing in the LMS menu for that week. Personally this was very confusing in trying to figure out what I was supposed to be doing – only to watch the video when I had effectively thought “I’ve given up on this topic”.

Possibilities vs Process vs Practicalities

The step-by-step instructions on how to do things in most of the course have not been hugely helpful in trying to work out if any of these tools would be useful in my own workplace scenario. There have been some examples shown but I could have done with a real focus on this to show the possibilities of the tools, with the processes being replaced outlined to show the practical benefits. Again, this is perhaps a classic example of IT training being focused on the tools, UI and making things work rather than than answering the “why”.

At the end of the week by week materials there are some interviews with three people who have transitioned into (no/low code) developers. These were inspiring, for example a Heathrow airport security guard who transitioned into an IT role. However, I still couldn’t see why these solutions worked over simpler options I could think of.

I am going to fail

As I have been unexpectedly busier at work than I was planning and have some travel planned, that I was not anticipating, I am almost certainly going to fail the course.

I have got through all the materials but I am unlikely to finish the assignment in time.

The assignment is actually a nice scenario asking you to put together some solutions for a fake business scenario and related issues. The instructions are pretty clear as are the assessment criteria.

However, receiving the task about half through the programme means there are early modules I struggled to follow (either due to technical or me issues) that I will have to revisit in detail to pass the assignment.

If I don’t manage to finish it will be a shame as the certification in this case would have been nice (given it is a more robust programme than just going through the Microsoft Learn components) even if I am critical of certifications at times.

24/7 live support is the only answer to really handhold someone through new tools when they are new new – i.e. a new concept, with new processes, etc. and not just new UI over a word processor, image work or something else the user is already familiar with. With ChatGPT and other tools we may perhaps be in a position where we can offer true 24/7 support which helps people get through learning experiences and tackle issues. For example, where trying to use Virtual Agents I just kept hitting this error without any clear reason why (I later found a document on the LMS about setup but for some reason this document did not show by default when using the “next, next, next” option in the LMS):

Conclusion

Ultimately we would hope that IT tools are becoming easy to use and intuitive. However, my approach for a number of years now probably remains the same – roughly being:

(1) everyone needs an overview of the process,

(2) they need an idea of the possibilities and benefits from the change and you can

(3) then focus on the “click here click here” type instruction – which, depending on how static the development of the tool is, may be best served in a number of ways (e.g. training if going to be used straight away, ongoing support resources, etc).