Crappy Performance Management Rule 4: Wot, No Job Description?

If you really want to make a disconnect between performance management and your staff then here are three must haves for your team’s job descriptions:

1.The old ones are the good ones
Why go to the bother of updating perfectly good JD’s?  If you’ve an old one that’s been faithful in the past, then save yourself the effort and issue it again. Even better, you might have a good one from a previous employer, search it out and get this time wasting activity out of the way. No one ever looks at them anyway!

2.Make the job title as flash as you can
If you have to tart up an old JD then go for a flash title. The grander the better. People love to feel important so dream up the biggest title possible for the role in question.

3.Don’t tie your kangaroo down sport
Keep any JD as vague as you possibly can, that way you can get them to do anything you need.  After all, a flexible team is key to success.

OK, so none of us would really subscribe to these guidelines would we?  Scan them again asking whether they could (even in part) be applied at your own organisations job description practices. It’s often not that difficult to find more than a hint of these practices in our organisations so let’s make sure it’s not us that’s doing it. Performance management should be built on an effective foundation that starts with writing robust and clear job descriptions. Let’s flip these three crappy rules around to create better ones.

1.Job descriptions become dated as soon as you’ve written them
The fact is people often dismiss the value of JD’s because they have the potential to become out of date very quickly. Not only should we start with a clean sheet when we are writing a JD, we should make time to regularly review existing ones. If you do this it will send a very strong message to your team about the direction of your function and about the value you put supporting the team. Never pull out an old JD and pass it on. Start with a good job analysis, use your team to support this activity and craft the new document. If you’re revisiting the JD because someone is leaving, then interview them about the job they were doing, then ask how what you have learned impacts what you do next and use your knowledge to influence the new version.

2.Ensure that the job title will attract the write candidate
Avoid at all costs the temptation to ‘over-egg’ the job title. It is the main trigger for attracting new candidates to the role. It is the thing that they will latch onto first and if done badly can attract all the wrong people to your recruitment process. If you had a vacancy for a systems support role you might give it the title of Systems Manager or perhaps Systems Specialist. These two titles have the potential to attract very different applicants.

3.Make the language used as specific as possible:
A vague JD does not correlate with having a flexible team; more often it creates confusion. Use very clear descriptions of what is needed to do the job, trying always to remove ambiguity. Avoid fashionable but meaningless phrases such as “computer literate” – They can mean a hundred different things to a hundred different people. The more specific you are, the better able you will be to judge role suitability and the better the employee will be at developing the required capabilities. For recruitment make sure you differentiate between role ‘must have’ and ‘nice to have’ competencies / requirements, it will help you to see which applicants are in the race at all and for those that are which can offer your team the most.

You may have heard biblical parable of the man who built his house on the sand and his peer who built on the rock. Great performance management should start with a rock like foundation – despite all the corporate criticism they receive Job Descriptions offer you the opportunity build a strong effective team that will take less of your precious resource to performance manage the results you require. Perhaps it’s even a good time for a complete team JD review?  Go on, build your team on a solid foundation.

Crappy Performance Management Rule 3: It was out of my control!

In my previous two blogs, I articulated rule 1 of crappy performance management: Don’t tell anyone about the vision and rule 2: Never attempt to motivate staff as it will merely be seen as patronising. In this final instalment of the trilogy, the hero of crappy performance management wins the day as we trace the steps of the 3rd most important rule when designing a ‘damp squib’ performance management system.

Crappy Performance Management Rule 3: At all costs ensure that objectives set are well outside of the owners span of control.

Some managers are already great at this rule, but if you still need to develop this ability here are some guidelines:

1.Set the objective as close to the organisational vision as possible
Don’t worry about applying the objective at an operational level, no one needs you to spell out the obvious. It is far better to pass down exactly the same objective you received from your boss and they received from their line manager. Look for top to bottom consistency; you can’t go far wrong if everyone has the same objectives.

2.Never make changes
Once objectives have been set, ensure they are like the law of the Medes and Persians, irrevocable. Never give into that cowardly cry that “things have changed since the objectives were set”.

3.Multiple objectives are best
No one likes lots of objectives so here’s a tip to keep the number down.  Roll multiple objectives into one – staff often don’t even notice you’ve got away with it. Sneak nested objectives into the mix by multiple use of the little word ‘and’.  You might say “achieve this ‘and’ while you are at it complete this other thing as well”.

4.SMART really means Specific, Measurable, Awesome, Ridiculous, Terrifying
There is only one way to make an organisation buzz, that’s to set proper stretching targets. Don’t mess with the tendency go soft and easy with your objective setting, expect awesome and ridiculous achievements. Test your ability to do this by gauging the level of individuals terror when expected to meet your objectives.

5. Seek challenge over success
It’s best not to expect your staff to be successful at their objectives.  If they are, you clearly haven’t been stretching enough.

OK, so none of us would really subscribe to these guidelines would we?  Scan them again asking whether they could (even in part) be levelled at your own organisations management.  I have been genuinely surprised over my career just how often I bump into staff that claim their objectives are outside of their control. Why don’t managers tune in to the absurdity of this? Why would anyone perceive this to be motivating?  Yet it happens, year after year n many organisations around the globe. It is possibly (in my opinion) the single biggest factor in discrediting otherwise useful performance management processes, and in those places where objective delivery is linked to performance related pay, it’s close to criminal.  I am unsure whether it born out of incompetence or laziness, but no one should ever be set an objective which they cannot directly influence. There are no extenuating circumstances for such management behaviour.  I have met the man who was single handedly tasked in his objectives to reduce teenage pregnancy across the county for which he worked.  Unsurprisingly he
was frustrated!  There were things that he could do to aid this admirable goal, but ultimately success was not within his control.  He might have been lucky and secured a wonderful bonus but there was equal chance that he would be a failure with his performance determined by this objective.

It really isn’t hard to get this right. Some simple direction coupled with a realisation of the damage demotivating objectives like this cause will often suffice. From the top to the bottom of any organisation five simple things need to happen:

1. Agree objectives that are as close to operational activity as possible
There is a missing link in many performance management cascades from strategy down into operational activity.  Managers fail when they take the strategic goals or the organisations vision and set objectives that resemble them too closely. The missing link is to first define the critical success factors that will bring about the vision and goals of the organisation and from these develop objectives at a ‘successful’ level – Objectives that are within the span of influence and control of the owner.  Using the previous example of the strategic goal to reduce teenage pregnancy, we might determine that one critical success factor is to educate all teenagers. From this we can develop a series of objectives that would be completely within the span of control and influence of the owner. They might for example be to design and
or organise a number of workshops across the county

2. Build objective recalibration into your mid term reviews
In our fast moving world it is farcical to argue that an objective has to be retained simply because it was set for the current period or year. I’ve seen this happen on many occasions. Managers must revisit objectives periodically and ask whether they are still relevant, and or whether the level of stretch is still appropriate. We refer to this process as ‘Recalibration’ of the objective. It is not weak management unless the manager is gutless enough to relax targets simply to ensure perceived success. It is strong management making adjustments so that the outcome remains within the span of control of the owner. Managers must stop judging individuals performance on objectives that for whatever reason are no longer relevant.

3. Real objectives are singular
I have read individual objectives and suspected that it really contains five or more!  By doing this you are making the whole process over complex. It’s harder to understand what the objective requires, it’s harder to determine what to measure, it’s harder to get the sequence of events necessary to succeed. All of this added difficult is removed when you keep objectives concise and to a single idea. That can be done using the following structure:

4. Structure all objectives in the same way to ensure they are SMART
There are a few variants on the smart acronym, but non of them include awesome, ridiculous and terrifying. Unify the way objectives are written across your whole organisation and keep them SMART by using this structure;  Verb, Target area, by Measure, by Time. E.g. Organise (verb) teenage pregnancy education workshops (target area) for 5000 14 to 18 year olds (measure) within the current fiscal year (time). Some have argued with me that their objectives won’t fit this structure – I fight them to the death 😉

5. Seek success over challenge
Stretch in objective target setting is vital.  It is motivating and it facilitates the ability to keep up with ever increasing expectations of our world. However from a motivation perspective the target has to be within the perceived grasp of the owner, if not the balance shifts and most (after an initial flurry of enthusiasm) will not be bothered to attempt it. It is very close in frustration levels to being set an objective that is out our your control and does plenty to discredit otherwise good performance management processes.

Managers should not be afraid to ask their staff whether they feel their objectives are within their span of control and influence; then they should listen carefully to the answer. It is beyond me why anyone would ever want their staff performance to be judged on something they cannot humanly achieve. After all, who amongst us would not struggle to find motivation in an objective they cannot attain without the aid of significant divine intervention?
Bob Bannister

Crappy Performance Management Rule 2: Never attempt to motivate staff as it will merely be seen as patronising.

In my previous iThink article I articulated rule 1 of crappy performance management: Don’t tell anyone about the vision. In this blog post we step up a gear and think about the 2nd most important rule when designing a ‘wet lettuce’ performance management mindset.
Crappy Performance Management Rule 2: Never attempt to motivate staff as it will merely be seen as patronising.

Some managers are already great at this rule but if you still need to develop this ability here are some guidelines:

1. Remove staff control: Always try to ensure that you stay in total control. Never let go of the detail and expect your staff to report back to you on everything before they act.
2. Stop idle interaction: If your people start to feel a sense of allegiance towards one another, they may rise up and revolt against you. Keep them as isolated as possible.
3. Leave the learning to them: They took the job, so they should make sure they are capable of doing it. Avoid a spoon feeding mentality that puts the emphasis on you as the manager having to do all the development.
4. Ensure frequent subtle changes: Never settle into a single groove, make sure that your leadership direction is kept fluid. Keep staff on their toes by introducing frequent subtle changes to your strategy and goals.
5. Let them know who’s boss: Start each day by setting a tone of superiority. Leave no one in your team with any doubt that when you walk in, you are the boss.
6. Problems will pass: Do not feel the need to address all underperformance in a team as problems will often pass unnoticed. The group itself will be effective at dealing with team members that aren’t pulling their weight, so leave it to them.

OK, so none of us would really subscribe to these guidelines would we? Scan them again asking whether they could (even in part) be levelled at your own organisations management. In an article “The Ten Ironies of Motivation,” reward and recognition guru, Bob Nelson, says, “More than anything else, employees want to be valued for a job well done by those they hold in high esteem.” He adds that people want to be treated as if they are adult human beings and that the number one reason people leave there jobs is because they don’t feel appreciated.

I was reading all this only a matter of months ago when to my bemusement we had a member of staff leave us, and their primary reason given for this was that they didn’t feel appreciated! Now, we are a small company, making people feel appreciated shouldn’t be
hard, but it served as a good lesson in realising that often peoples need for appreciation is much higher than we might imagine as the manager. There is a great little book ‘How Full Is Your Bucket: Positive Strategies for Life and Work’ by Tom Rath in which a study on
praise / criticism confirms the logic that those praised significantly out perform other students. Over a series of tests a separated control group (given neither praise nor criticism) were the lowest performers in 4th place. The highest performing students by a large
margin were those who were praised, followed by those that were criticised, and then thirdly those that heard the praise and criticism but were ignored. Rath draws the conclusion that there is a magic praise / criticism ratio of 5:1

Without doubt financial reward plays a part in motivation. Fair benefits and pay are the cornerstone of a successful company that recruits and retains committed workers. If you provide a living wage for your employees, you can then work on additional motivation
issues. Without the fair living wage however, you risk losing your best people to a better-paying employer. We may have read or heard about the surveys and studies dating back to the early 1980s that demonstrate people want more from work than money. While
managers predict the most important motivational aspect of work for people would be money, personal time and attention from the supervisor is cited by workers as most rewarding and motivational for them at work.

So let’s have another go at those guidelines by presenting the key elements in the effective motivation as suggested by Nelson:

1. Control of their work inspires motivation: including such components as the ability to impact decisions; setting clear and measurable goals; clear responsibility for a complete, or at least defined, task; job enrichment; tasks performed in the work itself;
recognition for achievement.

2. To belong to the in-crowd creates motivation: including items such as receiving timely information and communication; understanding management’s formulas for decision making; team and meeting participation opportunities; visual documentation
and posting of work progress and accomplishments.

3. The opportunity for growth and development is motivational: and includes education and training; career paths; team participation; succession planning; cross-training; field trips to successful workplaces.

4. Leadership is key in motivation. People want clear expectations that provide a picture of the outcomes desired with goal setting and feedback and an appropriate structure or framework.

5. Your arrival at work sets the employee motivation tone for the day. Your arrival and the first moments you spend with staff each day have an immeasurable impact on positive employee motivation and morale. Start the day right. Smile. Walk tall and confidently.
Walk around your workplace and greet people. Share the goals and expectations for the day. Let the staff know that today is going to be a great day. It starts with you. You can make their day.

6. People need positive and not so positive consequences. Employees need a fair, consistently administered progressive disciplinary system for when they fail to perform effectively. The motivation and morale of your best-contributing employees is at
stake. Nothing hurts positive motivation and morale more quickly than unaddressed problems, or problems addressed inconsistently.

Why not grab a sheet of paper and a pencil and work through your own application of these six ideas. What things could you do for your department or organisation this week that will lead to higher performance, by encouraging staff to feel more
motivated?

Performance Management Rule 2 should simply read: Work constantly at making your staff feel appreciated.
Bob Bannister

Crappy Performance Management Rule 1: Don’t tell anyone about the vision.

It’s a rule well rehearsed in many organisations but if you are not quite there with it yet, here are some guidelines:

1. Make sure it’s over complex: Try to use as much jargon and technobabble as humanly possible
2. Be as boring as possible: A verbal picture is worth a thousand words, so never use metaphor, analogy or example
3. Only ever use a single channel: Keep the message to a single channel, like SMS texting. Be sure to minimise interaction – staff are ineffective at spreading the word
4. State it only once: People aren’t stupid so you only need to tell them once
5. Lead inconsistently: Be careful not to be seen as a swot
6. Leave seeming inconsistencies unaddressed: It’s just better not to go there!
7. Minimise give and take: Avoid two-way communication about the vision. Just present it as an order

OK, so none of us would really subscribe to these guidelines would we? Scan them again asking whether they could (even in part) be levelled at your own organisations communication of the vision. It’s actually not that difficult to find more than a hint of these chocolate teapot practices.

Buy-in from competent people in the business is critical to the successful implementation of any organisational strategy yet John Kotters Harvard research suggests organisations under-communicate the vision by a factor of 10 (or 100 or even 1000!). In practice this means that many people are unable to make the connection between the objectives that they work to and the goals of the organisation. There will often be plenty of activity, lots being done, but organisational success will be more luck than judgement as people do what they think should be done rather than what they are certain must be done.

For many there is no golden thread between the organisations vision, their own functional strategies and objectives that they are working on. If people don’t truly get the vision it’s not their fault. There are a lot of places for the vision to become lost and muddled as it cascades down the organisation, but leaders and managers need to do more in order to facilitate a visible golden thread. The introduction of functional critical success factors can go a long way towards this. Great organisations are good at defining and focusing on what is critical for success. They articulate well the links between the vision and the functional strategy by developing critical success factors that determine individuals objectives.

So let’s have another go at those guidelines by presenting the key elements in the effective communication of vision as suggested by Kotter:
1. Simplicity: All jargon and technobabble must be eliminated
2. Metaphor, analogy, and example: A verbal picture is worth a thousand words
3. Multiple forums: Big meetings and small, emails and newsletters, formal and informal interaction – all are effective for spreading the word
4. Repetition: Ideas sink in deeply only after they have been heard many times
5. Leadership by example: Behaviour from important people that is inconsistent with the vision overwhelms other forms of communication
6. Explanation of seeming inconsistencies: Unaddressed inconsistencies undermine the credibility of all communication
7. Give and take: Two-way communication is always more powerful than one-way communication

You might challenge this idea, but I believe it is almost impossible to over communicate your organisations vision. At least not if you don’t want to pilot a rudderless ship.
Performance Management Rule 1 should simply read: Ensure your people get the vision.
Bob Bannister

How to inspire an appetite for learning

I guess many companies have survived over many years without what we’ve started to call a ‘learning culture’ but without doubt, it’s a major benefit in modern business. When Kaplan & Norton first published their ‘balanced score card’ method in the mid 1990’s, it was interesting to note their attention to learning. Customer goals, finance goals, process improvement goals and the 4th – organisational learning goals. They argued very well the case for a balanced organisational strategy across all four areas, clearly realising the benefit of having a learning culture or perhaps, more accurately, the danger of excluding one. To an extent we could make comparisons with developing countries. We implicitly understand the role that learning has to play in their progress and development. Organisations are not so dissimilar. A failure to learn and improve can quickly leave them far behind leaders in their market place.

What we need in our organisations are people who are willing to learn. What a learning culture does is aids the facilitation of that learning by encouraging its progress, improving its availability and building a ground swell of interest in developing capability. So how can an embedded learning culture be achieved? Here are some suggestions:

Management sponsorship

This is much more than just having a figurehead. The organisation needs to see senior commitment in words and actions which is modelled and evangelised by the programme sponsor.

Exemplary management behaviour

The role of the manager is a key element of embedding a learning culture. Our own research has shown that good attendance performance was influenced strongly by tangible Management and HR involvement. This may not be very surprising, but the study revealed tangible involvement was evident in 67% of a good attendance group, 33% of the acceptable group, and 0% of the poor attendance groups we analysed. The loose ends need to be tied up; goals, monitoring, feedback and learning reviews all contribute and management have to take the lead in making sure this happens.

Rewards for outstanding behaviour

We have been quick to identify the value of linking personal performance with some kind of reward mechanism in many avenues of work, but we have not seen any that link reward to changes in learnt behaviours. Why not? If we want to create a learning culture we should put our money where our mouths are!

Measurement of behaviour in appraisal processes

This is such an obvious way of heightening the commitment and interest in taking on board learning. We know some that do, but they tend to be the exception rather than the rule. Make sure you add learning to personal annual goals.

Making learning an organisational value

We all have many things to balance and achieve, so don’t confuse the workforce by sending multiple and conflicting messages. What we should do is make sure the messages are aligned and consistent to values, strategy, goals and tasks. Embed learning into the heart of the organisation.

Make the funding route clear and accessible

Bring some real budget clarity to the heads of department. Make funding available and make sure it’s ring fenced so that it doesn’t get diverted into other activities.

Create and implement an internal marketing plan for the L&D offering

Spend some time and money creating a professional marketing campaign for your organisations learning. It doesn’t have to cost much but will inform, build interest, and keep the theme in front of them. Get more creative than a few scrappy posters;  build a consistent high quality approach to your market and sell it like your mortgage depended on it.

One click ease of sign up

We all know how easy it is to buy a book on Amazon, oops I’ve just bought another one! Make your learning similarly easy to engage. Consider how your teams may wish to consume learning and how their roles are evolving. Are they more disparate now? Are they using devices more than ever? Blended learning programmes can deliver whatever, whenever and however you wish so that it fits with how your teams work.

Work at removing obstacles

Empower managers to remove obstacles whatever they are. Excuses are often related to priorities. Re-focus what’s important to the organisation.

Keep reminding everyone

Communicate, Communicate, Communicate! When you’ve communicated more than you thought possible then you are probably still only a tenth of the way there!

Clearly we seek to encourage and support a learning culture in the organisations we work with, but they do have to own it themselves. Our particular approach is to work hard at the pre / post learning intervention piece. By creating strong intervention bookends, we seek to provide the learner and their manager real clarity around the translation of learning into behaviour and improve the level of retained learning. Bookending also allows the organisation to monitor progress which aids the development plan and feedback process. A true learning culture takes time and energy to embed but the rewards extend way beyond other forms of investments. Hopefully the above tips have helped you create an appetite for learning, but please do call us if you would like more input into your own organisation situation.

Things to look for in a new training provider

Whether you are looking for a training provider for the first time or looking to replace an existing supplier with an new one, there are a number of things that are important to keep in mind. We’ve summarised some key thoughts to help you select the perfect relationship that
will deliver great learning experiences for years to come.

1. Does the training provider have a style and culture that fits with your own?

Training companies come in all shapes and sizes, so it is important to consider what it is you are looking for in a future partner. Once you’ve met your potential candidates, try to sum them up with a just a few words. Are they serious and academic or lively and fun? Compare these words with those that you might use to summarise your own organisation. Think too about the style of learning culture that you want to adopt or aspire to within your own organisation. Ask whether the new provider would help to engender that learning culture.

2. Is the new training provider more interested in solutions or outcomes?

Be really careful if your potential new training provider just keeps talking about the courses they run. They are bound to have a standard course catalogue but is that their focus? Would they just be going through the motions. A good supplier will be more interested in asking lots of questions about the change that their training will be expected to deliver. They will then tailor their approach accordingly.

3. Can the provider put me in touch with satisfied clients or offer testimonials?

A really great training company will have a large number of satisfied clients who they can ask to provide you with a reference. Ask for at least three and speak to each of them to gauge how satisfied they have been with the training delivered. Ask for examples of training delivered in the same sector or in the same areas of your learning objectives.

4. Does the training provider guarantee adoption of new behaviours in any way?

Great training companies know that any learning intervention is a waste of budget unless the learner adopts the new actions and behaviours after the training has finished. Test how confident they are in their ability to engender lasting and  meaningful change in
the group. Would they be willing to give you a money back guarantee based on whether people adopt the learning post-training?

5. Does the training provider measure learning in a structured way?

Look for an training organisation that has methods in place for tracking the impact of the learning experience. Expect this as an integral part of the training delivery. They should be able to suggest and offer you ways of measuring the training adoption however large or small you are.

6. Does the training provider offer blended learning; other learning interventions in addition to classroom based training?

You may be quite happy with a trainer who can deliver classroom based learning but other intervention approaches are growing in popularity and effectiveness. With an increasingly mobile workforce, flexible working and a multitude of possible devices to deliver training on, blended learning delivers whenever, wherever and on whatever learners need. Look for a provider that can support the classroom training with a range of other intervention styles such as e-learning, podcasts, social Media, ‘forum theatre’ with trained actors etc. Ask them how they will reach out to the learner beyond the classroom, to support them and aid the learning experience.

Spend some time asking your potential suppliers questions around these six themes to ensure you find a company that meets your ongoing organisational learning needs.

iManage Performance is a specialist blended learning provider, designing and delivering effective multi-intervention programmes that engage and deliver every time.

Is your current performance management framework frustrating your organisation?

The way we work continues to change. Technology is making us increasingly mobile, where we work is more flexible, the expected is superseded by the unexpected, planning is shorter and what may happen next year is often a mystery. With this backdrop, some organisations are finding their staff are increasingly frustrated with the annual round of performance management. Are such systems still relevant in such agile organisations? We are not alone in questioning this, here’s a quote from Bersin Research:

“The world of performance management has been turned upside down…we expect an increasing number of companies to rethink their traditional (often hated) performance appraisal processes. Our ground-breaking research in 2011 discovered that companies which regularly revisit their goals (quarterly or even more often) dramatically outperform those which create annual cascading-goal programmes. The dynamic nature of global business makes it necessary for performance management to become ‘agile‘ and ‘real-time’. What is ‘agile’ performance management? The concept is very similar to agile software development. Rather than put the manager in the middle of the appraisal process and use a “waterfall” approach which reviews employees once per year, create a more continuous, dynamic and transparent model of feedback. Our research fully supports this direction. Companies that revise and update goals quarterly generate more than 30 per cent greater impact from their performance management processes than those which implement the old-fashioned annual review”.

Before we throw the baby out with the bathwater, organisation performance management systems exist for good reason. Dropping them for less structured, reactionary approaches is not without its risks. In the early noughties, many of us were impressed by Nokia’s agile approach to the annual budget process in that they didn’t have one! Budgeting was managed on a monthly basis as they deemed their world changed too fast to manage the business any another way. Today however, Nokia are not heralded as the company that got it right in the fast moving environment of mobile communications devices. If you replace longer (or mid) term thinking with ultra frequent changes, you may well heighten the potential of becoming lost in a very large sea.

Organisations need direction and they need time to align, plan and deliver. Equally they need the agility to respond to changes at the coalface. Most importantly we have found that staff need the ability to own the vision in a very tangible way. Time and again we have come across individuals who say that they are unable to influence their objectives. Those objectives may be aligned with the organisations aspirations, they may be ‘SMART’, but they are not written at what we call a ‘success level’. Now that’s frustrating; having objectives that are so reliant on external factors coming together that whether I succeed or not depends on which way the wind is blowing. Objectives that are not written at a success level, that is at a level that I can own and am empowered to deliver, are not objectives at all. If I can’t influence the outcome then I’m doomed before I begin and I will not be motivated to work through it. They are the outcome of weak organisational management that doesn’t understand how to convert the vision direction into those factors that are critical for success in meeting those objectives.

So here’s what we need in our performance management processes:

1) Good strong leadership that sets clear annual direction for the organisation, sufficiently ahead of the fiscal year.

2) Management that understands how to convert that direction into functional critical success factors.

3) Well crafted objectives that evidence the golden thread back up through critical success factors to the direction given, that are written at ‘success level’.

4) A level of agility that keeps the objectives front of mind not bottom of draw, while keeping up to speed with the coalface changes on a daily weekly monthly basis.

This 4th idea is where we address the problem identified by Bersin. At iManage we like to use the language of ‘recalibration’. Performance management needs organisational direction that is firm, clear but also has the ability to cater for local and operational changes. Priorities will come and go and managers need systems that can flex individuals performance objectives without losing sight of the golden thread or losing track of the results that have already been accomplished in the given period. In practice this requires an agility that makes it easy for managers to review and update performance objectives as the situation demands. In most roles this is likely to be an incremental recalibration rather than a major change of objectives. Systems which fail to account for this flex will undoubtedly result in frustrated employees.

So yes we live in a rapidly changing world that operates at breakneck speed and yes we do need performance management systems that reflect this. The good news is that you don’t have to totally replace the existing process in order to accomplish this. We are convinced that there is a lot to commend many organisations performance management processes. All they often need is a little attention to develop them into a truly organisational serving tool. A robust application of the four ideas above can transform such current systems in to an agile framework that guides, monitors and delivers on organisational and individual performance.

Practical ways to implement the 70:20:10 learning model

Are businesses serious about 70:20:10 development? Or is it becoming a lazy way of reducing budgets while expecting already over-stretched staff to take on increased responsibility for their own learning?

The 70:20:10 model is gaining traction in HR and L&D circles, emphasising three key components of learning: 10% traditional or formal learning (courses, workshops, academic studies, etc.), 20% supported learning (typically coaching and mentoring), and 70% on-the-job learning. However, in practice, some organisations struggle to fully implement this model. While they enthusiastically embrace the 20% and 70%, they often fall short in creating the necessary support systems.

The following are seven practical things that we suggest if you are serious about implementing a successful blended 70:20:10 learning and development strategy.

The ’70’ element

There are 4 vital aspects of on-the-job learning or ‘action learning’. Action learning is an educational process where the participant studies their own actions and experience in order to improve performance. It is learning acquired knowledge through actual actions and repetitions, rather than through traditional instruction. It is particularly suitable for adults as it enables each person to reflect on and review the action they have taken and the learning points arising. This should then guide future action and improve performance.

Reg Revans summed up the action learning set process in the following formula:
Learning (L) = Programmed Knowledge (P) + Insightful questioning (Q)

Programmed knowledge is the knowledge from books combined with what we have been told to do in a particular job. It also refers to our own acquired personal knowledge. Both of these need to be questioned. Questioning asks what aspect of that knowledge is useful and relevant here and now. It is also a way of saying ‘I do not know’. Learning results from the combination of P & Q.

Action learning sets (groups of learners) can be engaged at any time but we advocate that the following 5 concepts are required to support the ’70’ component of on-the-job learning.

1. A learning culture is facilitated through the use of formal performance management processes

Organisations that are successful in creating a learning culture take care to embed learning into the formal routines, rituals and processes of the organisation. Learning needs to be positioned as an organisational value which cascades down into the day-to-day practices of the business. Tangibly this means that every individual must have (in addition to their operational objectives), specific and personal learning objectives which are to be attained. These learning objectives must have equal weighting with the business-oriented goals individuals are tasked with in the normal business cycle. If performance-related pay is part of the existing performance management process then reward should equally be linked to changes in learnt behaviours.

2. The ’70’ component – on-the-job learning, requires a consistent long-term marketing strategy.

A true learning culture does not come about by chance. Like any good product, consumers need to be constantly reminded of its availability. Individuals, therefore, need to be frequently reminded that learning is a constant and continuous goal. The design and implementation of an internal L&D marketing strategy is core to the ’70’ component of on-the-job learning, ensuring that learning is constantly ‘front of mind’ instead of ‘bottom of the draw’. Both traditional and social media should be used to create interest and enthusiasm and deliver a drip feed of learning content.

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3. Supporting resources.

Providing a mobile workforce with powerful sound bites of learning gives users access at the point of need. A rich library of self-help learning materials can be tailored and made available to staff to support the learning experience. Using reading materials, podcasts and vidcasts provides highly accessible training materials for those on the move, enabling a significantly higher number of touch points with the learning content. The goal should be to create a ‘kit of parts’ enabling learners to consume learning whenever however and on whatever they choose.

4. Utilisation of formal assignments:

Personal assignments requiring research and formally documented conclusions remain an effective route to individual ’70’ on-the-job learning.

The 20 element

By providing the learner with multiple touch points with experts, we are able to enhance the depth of understanding attained and spread domain best practices. Our approach to this involves two concepts:

5. Formal Mentoring (directional input)

By establishing a formal developmental mentoring programme learners are provided support from acknowledged (Internal or external) experts. Training for mentors and mentees should be provided to establish effective mentoring behaviours where:
Two-way learning is encouraged
The power and authority of the mentor are ‘parked’
Mentors help mentees decide what they want and plan how to achieve it
Begins with an ending in mind Built on learning opportunities and friendship
The most common form of help is stimulating insight
The mentor may be a peer or even a junior – It is an experience that counts

6. Informal coaching (non-directional input):

Alongside a formal mentoring structure the organisation should implement an informal coaching culture that simply becomes “the way we work around here”. Understanding the concepts of non-directional coaching needs to be taught and embedded into daily practice. Social learning is perhaps the most important tool in achieving an effective learning culture.

7. Access to Short on-demand learning interventions:

Learning applied at the point it is needed helps to facilitate immediate adoption and behavioural change. By providing access to bite-sized education in practical techniques we become more effective and we get more out of the resources we have. For example, we offer two solutions to deliver this demand lead learning:

120 minutes of high-impact education:

Short-focused workshops lasting just 120 minutes, or sessions like our lunch and learn 60-minute interventions provide frequent but manageable-sized learning opportunities.

Virtual Classroom:

Live training, carried out online. Using for example Adobe Acrobat Connect™ you can do all those things you do in a traditional face-to-face workshop. Input content, discuss ideas with the group, breakout into small groups, work on exercises and come back to share plenary findings. This is an incredibly cost-effective way of delivery training to dispersed workforces, and a great way to support other blended learning interventions. Blended learning refers to a type of learning that combines multiple delivery methods throughout the learning process. The 70:20:10 learning model is an ideal way to structure those different intervention methods. Today more methods of delivering learning exist than ever before, and successful blended learning maximises the use of all possible delivery methods. It is true that some users’ experience of blended learning has been disappointing, disjointed and a cobbled-together blend of different solutions. Learners are left feeling that they are enrolled on a number of separate learning interventions, not one continuous programme delivered through a variety of methods.

A totally integrated 70:20:10 blended learning solution will have multiple delivery methods with one continuous stream of learning. Done well this model is a great guide for bringing about change and improvement through learning and development. Remember that 20% means twice as much learning as the traditional solutions and 70% means seven times as much learning! That will only happen if HR and L&D teams help facilitate it through ideas and efforts such as those outlined in this piece.

Informal Learning – Bus or Bike?

Formal learning is a bit like a bus. The learner gets on and the driver takes them on a journey from A to B. Informal learning is like a bike, the learner gets on and chooses where, when and how fast they make their journey.

Some people suggest that formal learning is dead and informal learning will take over but informal learning is not superior to formal. Both are equally valid. We simply need to plan solutions that are like both buses and bikes.

People with good ideas sometimes take them too far. Like Pareto who observed the  80:20 principle but went too far in suggesting that you lose 80% of your friends because they only bring 20% of the value! Informal and formal learning are both valid methods of learning but perhaps at different times and scenarios. We just need to find a way of using them both through our life of learning.

I learn daily, I love to learn, I often learn subconsciously like when I hear two colleagues disagreeing on something and somehow I store up understanding of ‘what to’ or perhaps ‘what not to’ say when I’m talking with those people in the future. We do an enormous amount of informal learning, all of the time. Yet when I consciously think about the biggest lessons I’ve learned recently and the changes that have come through them, they have come about through the formal learning cycle.

A significant example of this big change for me is caught up with a personal confession that may be incriminating so please don’t tell! I have been throughout my life a daily law breaker!! You see from my teenage years (having motorbikes on the local wasteland) I have loved speed. This resulted in a driving style that broke the speed limit almost every time I got in a car.
Sometimes deliberately sometimes through absent mindedness. Anyway, I kidded myself that I was a great driver especially
when I took up Motorsport and started to bring home occasional 3rd, 2nd and 1st place trophies.

Today I am pleased to tell you, I do not ever break the speed limit on the roads – no really

Today I am pleased to tell you, I do not ever break the speed limit on the roads – no really, I have totally and majorly reformed my awareness and practice. I know the correct speed limit for any piece of road I am travelling on. I have strategies in place for maintaining legal speeds whether in town or on the open road. Remarkably, this life change took-place overnight about 18 months ago. I am still maintaining my new behaviours every day.

So what was the catalyst for this change? Was it my informal learning? Where driving is concerned there has certainly been lots of it over my lifetime. I love to drive and I like the skill of driving, I have paid attention to great driving and learnt many lessons especially on the track. I have sat next to ex touring car professionals and learned first hand how they loaded the springs a fraction of a second before a turn to ensure that the car is balanced and settled as they take a corner on the slippery limit of adhesion. I suspect there has been countless occasions where I have learnt how to drive better almost subconsciously through what I have witnessed and experienced. All of this is great informal learning but my biggest learning
and biggest change took place through an afternoons face to face speeding ticket training course – formal learning. Which of these learning approaches are most valuable? Surely they both are!

 

If someone tells you formal learning is dead then give them a reality check. Yes, informal learning works and us L&D professionals can help facilitate it much more but don’t let the bus tyres down yet because we all need the big crisis / wake up / game changing formal learning interventions too.

The truth is, we need a mixture of interventions in well structured and well designed blended programmes that maximise learning. Buses and bikes all the way.

How we Learn 2: Using More Learning Science To Design Training Solutions.

In a previous blog called How We Learn, we discussed 3 common learning theories and considered how they may be used to develop a blended programme. This blog looks at another three theories that can be used to create an effective blended learning programme in our organisations.

“More than 99 % of experience is fleeting, here and gone. The brain holds on to only whats relevant, useful, or interesting – or maybe so in the future”.

Benedict Carey

Environment

Learning science points to the fact that where we learn really does make a difference to how we learn. Two big lessons stand out:

We test best when we are tested in the same place as we learned. Scuba divers were sent 20 feet underwater to study 36 words. One hour later, half were tested on dry land and the other half were tested back under water. Those divers tested underwater remembered 30% more words than those tested on dry land tests concluding that recall is better if the environment of the original learning is reinstated.

But what if we are not going to be tested in the same place that we learnt in? Professors at Michigan University gave their students 40 words to learn. Some Studied in a cluttered basement room with no windows and also in a neat windowed room overlooking a courtyard. Others studied in one room only. Three hours later they were tested in a third neutral room. The results; the one room group recalled an average of 16 words, where the two room group recalled 24. A simple change in venue improved retrieval strength (memory) by 40%

Spacing Out

In 2008 Widsehart & Pasher at the University of California took 1354 people of all ages. They were given 32 obscure facts to learn e.g. ‘which European nation consumes the most spicy Mexican food? Answer Norway’.

Participants studied on separate occasions over 26 different schedules of intervals and times to test. Intervals ranging from 10 minutes to 6 months. They found the best study intervals differed depending on the time to test:

Time to test Best study interval
1 week 1-2 days
1 month 1 week
3 months 2 weeks
6 months 3 weeks
1 year 1 month

Interleaving

In 2006 Robert Bjork and Nate Kornell tested 72 students using a selection of landscape paintings by 12 artists. Half studied the artist one at a time, seeing one ‘Cross’ painting after another for 3 seconds each with the name of the painter below the image. Then they saw 6 paintings by the next artist. (blocked practise).

The other half saw the same paintings with artists names mixed up rather than grouped. After a distraction, they had students view 48 unstudied landscapes one at a time and then asked them to match each with its artist by clicking one of the 12 names.

The mixed (interleaved) practice group selected the correct artist 65% of the time. The block practice group selected the correct artist 50% of the time.

Understanding these and other insights from learning science enables us to build effective interactions in our training programmes. It is such science that Imanage Performance uses in the design and creation of bespoke blended learning programmes that not only engage but actually changes people for good. Contact us to find out how we could bring a new breed of blended learning solution to your organisation.

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I'm Bob Bannister, owner, and trainer at iManage Performance, the specialists in training for remote workers and managers with over 20 years of experience in this sector.

As the UK has rapidly shifted towards working from home, this challenges the norms in which we work and manage We can help to fast track your remote management or team skills. Speak to us about our training options today.

call today +44 (0)1444 474247

email bob.bannister@imanageperformance.com