Much Ado About MOOC

Leading? Learning? Both? Neither?

It’s fair to imagine that one of the 2013 ‘words of the year‘ will be MOOC (which is not really a word, but an acronym that stands for Massive Open Online Course). It seems that everywhere you look in the higher education and professional development space we are seeing MOOC’s talked about and debated.

HBR editor Eric Hellwig, writing for the HBR blog, reported on a recent panel on MOOC’s held at the recent World Economic Forum in Davos with leaders like Bill Gates, Peter Thiel and Larry Summers. His report reflects the exuberance of the MOOC and the techno-deterministic spirit of much of the discourse on these tools:

The advent of massively open online classes (MOOCs) is the single most important technological development of the millennium so far. I say this for two main reasons. First, for the enormously transformative impact MOOCs can have on literally billions of people in the world. Second, for the equally disruptive effect MOOCs will inevitably have on the global education industry.

One of the panelists was Stanford professor Daphne Coller, the co-founder of Coursera, one of the largest MOOC providers offering more than 200 courses to millions of students worldwide. Coller has convinced top faculty at leading universities to provide high quality digital courses through Coursera for free and the result has surprised her.

We’re at 2.4 million students now. The biggest lesson I’ve learned on this is I underestimated the amount of impact this would have around the world. I really didn’t envision this scale and this impact this quickly.

Disrupting Education

Of these panelists, Peter Thiel may be the most controversial. He has spoken at length about the need to revamp education and sees technology and platforms like Facebook as a means to do it. (It’s worth noting that Theil was also an early investor in Facebook). He points to the multiple roles that education plays well beyond learning and suggests that when we go beyond that goal we start creating false economies of value within higher education:

You have to ask yourself, ‘What is the nature of education as a good?’ Ideally you want it to be learning. But it also functions as insurance. Parents will pay a lot of money for insurance against cracks in our society. Education as insurance has something to be said because it connects to the economy. You know computer science, you can get a job. But education also functions as a tournament. You do well if you go to a top school but for everyone else the diploma is a dunce hat in disguise. People need to understand what they’re trying to do? Is it insurance? A tournament? Learning?

Among Thiel’s biggest concerns is with the current educational system’s ability to support the kind of innovative thinking needed to make technological and scientific breakthroughs. So steadfast is he in the belief that some of the best minds are rotting in traditional classrooms that he founded the Thiel Fellowship, a scholarship fund to support promising young entrepreneurs in dropping out of school to pursue their ambitions of making social impact.

Thiel is disrupting education by taking learning away from the educational institutions charged with providing it. MOOC providers are seeking to develop a business model that puts them in the drivers seat of education and learning, drawing potential revenues away from traditional educational institutions. This will no doubt add to the pressures that universities and colleges are already facing as they rationalize ever more of what they do.

Education For All, Learning For Whom?

Free online learning of the calibre provided by Stanford University, Caltech, Harvard University, University of Toronto, MIT, and the Santa Fe Institute  for anyone, anywhere sounds like a dream come true.

In some ways it is. In others, it’s an illusion.

This comes back to the metrics we use in evaluating the impact of education and asking what its point is in the first place. What do we mean by learning and are we serious about it?

It’s been suggested that less than 10 per cent of those enrolled in a MOOC complete it. And of this 10 per cent, it isn’t clear what they learn, how well they learn it, and what kind of application (if any) that content is made to issues away from the course. Online courses with video tutorials, self-organized learning and largely uni-directional teaching bring together the best of former teaching methods like instructional TV, self-help, and classroom lectures.

The problem is that this ‘best’ isn’t particularly effective. A 2000 meta-analysis of distance instructional methods found:

There does not appear to be a difference in achievement between distance and traditional learners. Of the ten instructional features that were analyzed, only three had an impact on student achievement. These three features were type of interaction available during a broadcast, type of course, and type of remote site. There was an insufficient number of studies to ascertain whether or not the education level of the distance learners effected their achievement in the course (Machtmes & Asher, 2000).

While this review was done before widespread Internet use, the methods included reflected the same list above with one- or two-way audio and video. The studies were also done on programs that were designed for credit, not voluntary non-credit courses. Research on motivation will show that optional programs are far less likely to engender behavioural shifts than those that are mandated.

So who then is benefitting from MOOC’s? We don’t yet know, but it is likely those with time to attend to the content, high levels of intrinsic motivation (< PDF), the technological tools to succeed, and the environment that is ready to support integration of content into practice. That’s a tall order.

We are in the early days of MOOC’s and its too soon to tell how successful they will be. However, theoretically there is relatively little reason to expect that they will produce the kind of results worthy of hyperbole — at east not with those already accustomed to alternatives. To offer a MOOC from a world-class university to a learner somewhere in the world where education is but a distant dream achieves a great deal. But to transfer MOOC’s to replace more interactive and engaging methods — usually face-to-face — and expect great learning is a bit implausible.

Yet, with what we are offering now to students in the form of large classes, disconnected curricula, and didactic instruction MOOC’s offer an attractive option. What it loses is the experience of learning that is not packaged in a class. This means a change to campus life, the informal and serendipitous learning that comes from being in the same physical space interacting with each other, and may seriously limit the use of thinking and creative tools that design thinking and applied creativity demand. (for a detailed look at MOOC’s and the modern university check out Nathan Harden’s essay in the American Interest).

There is much ado about MOOC’s, but is this a Shakespearian tragedy in the making for learners?

Photo credit: iStockPhoto used under license.


The Quality Metric in Education

Image

What goes on the pedestal of learning?

What is quality when we speak of learning? In this third post in series on education and evaluation metrics the issue of quality is within graduate and professional education is explored with more questions than answers about the very nature of learning itself.

But what does learning really mean and do we set the system up to adequately assess whether people do it or not and whether that has any positive impact on what they do in their practice.

What do you mean when you say learning?

The late psychologist Seymour Sarason asked the above question with the aim of provoking discussion and reflection on the nature and possible outcomes of educational reform. Far from being glib, Sarason felt this question exposed the slippery nature of the concept of learning as used in the context of educational programming and policy. It’s a worthwhile question when considering the value of university and professional education programming. What do we mean when we say learners are learning?

The answer to this question exposes the assumptions behind the efforts to provide quality educational experiences to those we call learners. To be a learner one must learn…something.

The Oxford English Dictionary defines learning this way:

learning |ˈlərniNG|

noun

the acquisition of knowledge or skills through experience, practice, or study, or by being taught: these children experienced difficulties in learning | [ as modifier ] : an important learning process.

• knowledge acquired in this way: I liked to parade my learning in front of my sisters.

ORIGIN Old English leornung (see learn,-ing1) .

This might sufficiently answer Dr Sarason except there is no sense of what the content is or whether that content is appropriate, sufficient, timely or well-supported with evidence (research or practice-based); the quality of learning.

Knowledge translation professionals know that learning through evidence is not achieved through a one-size-fits-all approach and that the match between what professionals need and what is available is rarely clean and simple (if it was, there would be little need for KT). The very premise of knowledge translation is that content itself is not enough and that sometimes it requires another process to help people learn from it. This content is also about what Larry Green argues: practice-based evidence is needed to get better evidence-based practice.

How do we know when learning is the answer (and what are the questions)?

If our metric of success in education is that those who engage in educational programming learn, how do we know whether what they have learned is of good quality? How do we know what is learned is sufficient or appropriately timed? Who determines what is appropriate and how is that tested? These are all questions pertaining to learning and the answers to them depend greatly on context. Yet, if context matters then the next question might be: what is the scope of this context and how are its parameters set?

Some might choose academic discipline as the boundary condition. To take learning itself as an example, how might we know if learning is a psychology problem or a sociology problem (or something else)? If it is a problem for the field of psychology, when does it become educational psychology, cognitive psychology, community psychology or one of the other subdisciplines looking at the brain, behaviour, or social organization? Successful learning through all of these lenses means something very different across conditions.

Yet, consider the last time you completed some form of assessment on your learning. Did you get asked about the context in which that learning took place? When you were asked questions about what you learned on your post-learning assessment:

  • Did it take into account the learning context of delivery, reception, use, and possible ways to scaffold knowledge to other things?
  • Did your learner evaluation form ask how you intended to use the material taught? Did you have an answer for that and might that answer change over time?
  • Did it ask if your experience of the learning event matched what the teachers and organized expected you to gain and did you know what that really was?
  • Did you know at the time of completing the evaluation whether what you were exposed to was relevant to the problems you needed to solve or would need to solve in the future?
  • Did you get asked if you were interested in the material presented and did that even matter?
  • Was there an assumption that the material you were exposed to could only be thought of in one way and did you know what that way was prior to the experience? If you didn’t think of the material in the way that the instructors intended did you just prove that the first of these two questions is problematic?

Years of work in post-secondary teaching and continuing professional education suggests to me that your answer to these questions was most likely “no”, except the very last one.

These many questions are not posed to antagonize educators (or “learners”, too) for there are no single or right answers to any of them. Rather, these are intended to extend Seymour Sarason’s question to the present day and put in the context of graduate and professional education at a time when both areas are being rethought and rationalized.

Learning to innovate (and being wrong)

A problem with the way much of our graduate and professional education is set up is that it presumes to have the answers to what learning is and seeks to deliver the content that fills a gap in knowledge within a very narrow interpretation. This is based on an assumption that what was relevant in the past is both still appropriate now and will be in the future unless we are speaking of a history lesson. However, innovation and discovery — and indeed learning itself — is based on failure, discomfort and not knowing the answers as much as building on what has come before us. There is no doubt that a certain base level of knowledge is required to do most professional and scientific work and that building a core is important, but it is far from sufficient.

The learning systems we’ve created for ourselves are based on a factory model of education, not for addressing complexity or dynamic systems like we find in most social worlds. We do not have a complex adaptive learning system in place, one that supports innovation (and the failures that produce new learning) because:

If you’re not prepared to be wrong, you’ll never come up with anything original. – Sir Ken Robinson, TED Talk 2006

The above quote comes from education advocate Sir Ken Robinson in a humorous and poignant TED talk delivered in 2006 and then built on further in a second talk in 2010. Robinson lays bare the assumptions behind much of our educational system and how it is structured. He also exposes the problem we face in advancing innovation (my choice of term) because we have designed a system that actively seeks to discourage wide swaths of learning that could support it, particularly with the arts.

Robinson points to the conditions of interdisciplinary learning and creativity that emerge when we free ourselves of the factory model of learning that much of our education is set up, “producing” educated people. If we are assessing learning and we go outside of our traditional disciplines how can we assess whether what we teach is “learned” if we have no standard to compare it to? Therein lies the rub with the current models and metrics.

If we are to innovate and create the evidence to support it we need to be wrong. That means creating educational experiences that allow students to be wrong and have that be right. If that is the case, then it means building an education system that draws on the past, but also creates possibilities for new knowledge and learning anchored in experimentation and transcends disciplines when necessary. It also means asking questions about what it means to learn and what quality means in the context of this experimental learning process.

If education is to transform itself and base that transformation on any form of evidence then getting the right metrics to evaluate these changes is imperative and quality of education might just need to be one of them.

Image: Shutterstock


The Business Model of Social Media: Who Owns the Presses?

What power do citizens of these communities have?

When Karl Marx asked: Who owns the presses? he was referring to the ability of wealthy private individuals to control the means of knowledge production and dissemination and thus, influence society as capital owners, not as citizens. The unequal voice of the bourgeoisie over the proletariat was what gave them undue social power. But what happens when the owners and generators of wealth (knowledge, information) shift and the result is a community that relies on the medium of production without the control of it?

Owning the presses

Social media presents something quite unusual when it comes to the traditional views of ownership and wealth creation. It also upends the traditional perspectives of journalism and marketing, where the content is co-created and edited, emergent and distributed through a mesh of networks, uncontrolled. It is a new space for which traditional models of ownership, rights, responsibilities, and governance are all joined up in something that is similar enough to have familiarity, yet different enough to be alien at the same time. It’s not a wicked problem, but it does contain some problem wickedness.

With social media, the messages are that of the users, arguably creating the most democratic (or at least free) environments for communication. Although hosts such as Facebook, Google, and Twitter have occasionally squelched certain users’ voices for reasons of legality, politics or questionable fit with their “community values”, most of what happens on these platforms is up to its users. That is what makes social media as powerful as it is. Social media is nothing without its users’ content.

My definition of social media is:

Social media is any networked electronic media that derives its principal value from user participation

Yet, this does not render Marx’s question about press ownership irrelevant when updated to today, rather it changes the answer.

It’s paradoxical in that the very market forces of competition that can seed innovation and the mechanisms provided by venture capital and capitalist investment is the reason we have the social media platforms we do, yet the manner in which it is governed is much like that of socialism at best, communism at worst. Investment of private financial capital has helped raise the profile and capability of social media companies to leverage social capital. It is why open source, community-owned or shared tools like Diaspora* or Identi.ca have come nowhere close to replacing Facebook and Twitter respectively. The free market creates the tools, yet  it is not the free market that sustains the community created by those tools, nor can it fully account for how to grow the capability of those tools.

It is also because these companies operate within markets rather than as national projects, that they can disseminate globally with relative ease. Thanks to this dissemination, citizens living in oppressive media environments can reach out and connect with those outside of such spaces allowing things like the Arab Spring and increased freedoms in Myanmar to emerge with greater outside support than had these tools not been available.

The cost of free

While social media has done much to enhance democracy movements, human rights watches, and access to information, there is a slight problem . The most widespread social networks are all free to use, which means that they need to generate revenue from sources other than user fees, which usually means advertising. And advertising means clutter, clutter leads to confusion and that turns people away (witness the loss of viewership from TV at a time when perhaps the highest quality productions are being aired ). But unlike television, there is a social cost to free with social media. Human capital in the order of millions of hours of time and a similar amount in dollars is spent creating the very content that allows social media to survive and thrive.

With the relaunching of MySpace we are reminded of how far social media platforms can go up and down. Just a few years ago, MySpace was the darling of social media with millions of users and lots of press. Hundreds of thousands of hours of individuals’ time went into making and maintaining MySpace pages, resources that are now, ironically (given Justin Timberlake’s involvement in the platform) Dead and Gone.

It can be argued that similar deep investments of time in building and maintaining Facebook pages, timelines, and Tweet projects exist. What if these go away?

Or what if they become unusable? Anyone who has spent time on Facebook (which is a few hundred million people strong) has seen the steady creep of unsolicited content emerging in their news feed. This includes notices about pages you may like, game invitations, increased posts from companies or services you chose to “like” and more. Facebook needs revenue to justify its initial valuation and a big focus now is on the mobile experience where an increasing amount of its traffic is now generated from. The problem is that mobile ads are even more distracting than those on other systems because of the smaller screen size and different interface. It is difficult enough to surf the content on a laptop, let alone a handheld device. If you think your desktop version of Facebook is cluttered, imagine what the mobile version of that could look like?

Facebook is rapidly becoming a ‘necessary evil’ for me and others like me. I have few other means of communicating with certain people other than Facebook. This should be a good thing for Mark Zuckerberg and company, right? Maybe not. For some, there is little joy in using Facebook anymore as it gets swarmed with messages and the endless quest for likes and attention from those who are not even your friends. The result is that more people in my circles are reducing their use of Facebook or breaking from it altogether largely because it holds far less esteem than other brands such as Apple or Google. There is a brand cost to Facebook’s decisions.

The brand is not the only thing that costs; there are hidden social costs as well. Among those vying for likes and attention are charities, non-profit, health and social service groups who have opted to spend precious resources on building up profiles on social media, curating content and relying on platforms like Facebook and Twitter for building their brand, relationships or using it as part of their internal and external communications. They are doing this because that is where the most people are and they feel the pressure to go where those numbers are, even if they are fickle (see MySpace).

Should we care?

The business model of social

One answer is: it doesn’t matter. Social media companies are businesses and it is their prerogative to make money. However, there are real social costs associated with this drive for profit in the social mediasphere. If people start fleeing Facebook or can’t manage Twitter because of restrictions or choices made based on that company’s market optimization plan (e.g., advertising, relaxed privacy etc..), then the social capital created through those services decreases, requiring the increase in new social and financial capital to support something else. For those that sought to dive into social media this means retraining staff, retooling media platforms, redesigning messages, and in some cases rebranding entirely to suit the next big thing. This costs real money.

While it is bad enough that individuals lose their social investment, this has bigger implications for health care and protection providers, charitable organizations, social service groups and alike others who all rely partly on social media for communications and relationship development. A recent paper in the Journal of Medical Internet Research looked at the factors influencing social media adoption among physicians. In that study 58% of physicians surveyed said that social media enabled them to look after patients more effectively, and 60% said it improved the quality of the patient encounter. It has taken a long time to get health care professionals on board, but the stability and relative ubiquity of platforms like YouTube, Facebook, and Twitter have made investment in social media a safer bet.

Sure, media changes and evolves, but what we are seeing with social media today (particularly the largest players) is something never seen before. There is a global scale that has fundamentally altered the communications landscape. Facebook and Twitter are not just tools, they are platforms not unlike email and that makes them different.

Virtually every successful social media platform has started out as free, uncluttered and focused on building a user base. And every one of those faces the question: what is the business model? Advertising will only go so far and the efforts to engage in ‘promoted’ anything (tweets, videos etc..) can run the risk of turning a medium based on authenticity into something much less so.

What alternatives? More questions.

We face a situation where the very entrepreneurial spirit and funding through capitalism has produced a somewhat self-governed media system run by workers who produce the knowledge, which is like socialism. All ‘ism’s’ aside for the moment, there is benefit to having conversations about the ownership and control of the social media presses in an era where the media is more than just the messages and  now integral to many of the operations and livelihoods of organizations and individuals who do not work for social media. There is a disjuncture between ownership, the means of production, the workers, and the product that doesn’t fit any previous model posed by Marx, Adam Smith or anyone.

Unlike the coal miner and their families that lose when the mine shuts down, there is some foresight available to them knowing that they are in a particular industry. For social media users, their communications are just part of their life not a part of their industry.Put another way, consider email. Right now, if your email service is failing you or fails as a business you have the ability to get a new one without disrupting your experience of and access to the medium itself. Gmail, Yahoo! or any corporate mailserver will generally produce the same thing even if the interface and management of that experience varies. We don’t have real alternative to Facebook or Twitter right now. When over a billion people use these services it is time to ask: should we? Can we? Is that a good idea?

Is social media getting to be an ‘essential service’?

Does social media belong in the commons? If so, will that inhibit the necessary innovation sparks that led to the development of the current tools in the first place? Who would manage it?

If these went away, what would replace it? Or will we see a bubble and lose so much trust in a collapse that these tools fail to regain interest?

Should we pay for social media in exchange for better usability and less clutter? Will anyone who had it for free do this? And who is left out of those social worlds if they can’t pay? Right now social media’s great asset is that anyone can join and join to anyone else who allows it. Nationalism, politics, financial means, sex, race, gender all don’t matter in terms of fundamental access, but that could change.

Would my Twittersphere be less if only people like me were on it? What kinds of conversations wouldn’t take place?

If we all provide the content and labour, should we have a say in who owns (or runs) the presses in a world of social media?

What would Marx and Adam Smith think of all of this? Maybe if they were here today they could Tweet a debate on it.


How Serious Are We About Learning?

How Serious Are We About Learning?

When journalist and book author Daniel Pink tweeted the above image the other day it provoked thinking about what real learning means and what it takes to achieve it. We produce enormous amounts of knowledge, yet struggle to put it into use, but we also teach much and learn little because the systems we’ve designed for education and experience don’t match our expressed interest and rhetoric around learning. 

In my graduate course on behaviour change I would ask students on the first day why they were taking the class in the first place. Aside from the few students for whom the course was required everyone else was doing it by choice because there were many others to choose from. So why would they choose this one?

The answers would vary, but inevitably I’d hear over and again that students love learning and wanted to understand more about behaviour change, because they were interested in change and some would even say they were good at it and wanted to help others do it.

These are all well-meaning and said in a spirit that I think was honest and true. Except the reality is that it is likely a big, huge lie and one that we all share in its telling.

I would counter with two things:

  1. Loving the idea of learning something new is different than actually seeking out learning opportunities and that most of us love the former, but are not so enthused about the latter;
  2. The only people who regularly welcome change are babies with soiled diapers.

To illustrate the first point I simply ask people to consider the last conference they went to where there were options on what sessions to attend. How many of the sessions did they attend that featured content that confirmed or gently extended what they already knew versus content that was new? If you’re a health promoter doing community engagement work, sessions on Bayesian modelling for epidemics might offer far more learning than a session on working with diversity in communities (particularly if that is what you already do). Even more, how often do people go to sessions from people they know or have already seen speak? Chances are, many.

One could argue that there are subtleties that a conference presentation might offer on a familiar topic that are worth attending and while I would say that has merit, most learning that has impact is uncomfortable at some level. It extends our thinking, challenges our beliefs, or re-arranges our worldview — in ways small and large.

Wanting knowledge and living learning

Many people will say “I love change”, but that is usually in the context that everyone else is changing, not them. When I was the boss and said “things must change” it was very different than when my staff or my boss would say “things must change“. As a behaviour change educator and intervener, I need to be mindful of my own ironies and resistance to change. So should we all.

The same thing goes for knowledge. Academics are famous for ending studies with “more research is needed”. We never seem to have enough knowledge. There are two problems with this idea.

The first is that, in dynamic and evolving environments, we will never have  perfect knowledge that fits like a glove, because the contexts are always novel. This isn’t to say that evidence isn’t useful, but ‘good enough’ knowledge might be a more reasonable demand than ‘best evidence’ in many of the situations where complexity is high and so is change. That’s why data gathering techniques like developmental evaluation aren’t attractive to those who need certainty.

But there is another problem with the knowledge quest and that is one of integration. In our efforts to seek more knowledge, are we integrating what we are learning from what we already have? Are we savouring the data we collect, the articles we read, the Tweets and blogs that get forwarded are way?

We quest for more, but should we quest for better?

A newly published paper synthesized research on event horizons on memory and found that shifts in activities around an event — boundaries — can prompt forgetting and recall. We remember transitions between activities, but they also prompt forgetting depending on the mindfulness associated with the act. When we are deluging ourselves with more data, more media, more everything, we are increasing the potential remember rate, but due to the volume of content, I would surmise that we are increasing the forget rate much more. Simply reflect on your high school or undergraduate education and ask yourself if you remember more than you forgot about what you learned.

We are so busy with our search for new knowledge that we interrupt opportunities to learn from what we have.

Serious learning means non-doing

Returning to the tweet from Dan Pink, it’s worthwhile considering what it means to learn and the systems we have in place to facilitate learning. The tweet links to a discussion of how German companies give their employees five days of off-site continuing education each year. This concept of Bildungsurlaub is a leave designed to allow employees to stretch their thinking and integrate something new. Not only is off-site learning important, but the time associated with integrating material is critical.

A read of the literature on innovation and research shows consistently how time off, quiet time, slow time and down time all contribute to discovery. Robert Scott Root-Bernstein’s brilliant Discovering, Jonah Lehrer’s Imagine, or Steven Johnson’s Where Good Ideas Come From are all books that dive deep into creative production and show that great discoveries and innovations come from having time (with limits) to integrate material to learn. Freedom to create, explore and sit and mindfully reflect are all united concepts in the pursuit of good learning. Not everything requires this, but big concepts and bold ideas do from mathematics to science to social science and philosophy.

Yet, at an organizational and systems level, where is the support for this? Even university faculty (the tenured ones at least) who have generous vacations and sabbaticals are finding themselves crunched for time between the fight for one of the ever-fewer grants, increasing numbers of students and teaching demands, and the added push to ensure knowledge is translated. The image of faculty sitting and reading and thinking is truly an imagination. Most of my colleagues in academia do little of this, because they are out of time.

In the corporate and non-profit world this is worse. Every hour and day is to be accounted for. The idea of sending people off to learn and to think seems anathema to productivity, yet research shows incredible powers associated with taking a break and doing less and not more.

Getting serious about learning

To illustrate the scope of the problem, the University of Toronto holds one of the finest academic library systems in the world and has over 11.5 million books and 5.7 million microform materials. It is one university (of many) in one city. Add in the local Toronto public library system, the network of universities and other libraries it is connected to, local and global bookstores and all the content freely available online that is not part of this system and I challenge anyone working in social innovation or public health to say with conviction that there is a lack of knowledge out there on any important topic. Yes, we don’t know it all, but we don’t do nearly enough with what we do know because there is so much.

We will not read it all nor can we hope to synthesize it all, but we can do much with what we have. Just looking at my own personal library of physical books (not including all I have in the digital realm between books and papers) it’s easy to see that I have more than enough knowledge to tackle most of what I am facing in my work. Most of us do. But do we have the wisdom to use it? Do we have the systems — organizations and personal — that allow us to take the time and soak this in, share our ideas with others, and be mindful of the world around us enough to learn, not just consume?

When we spend as much time creating those spaces, places and systems, then we can answer “yes” to the question of whether we’re serious about learning.

Enough knowledge here?


Designing a Social Innovation Wonderwall

Wonder octopus

Paying attention to the social, technological, economic and environmental stresses and challenges we face isn’t always conducive to positive thinking and sometimes its useful to look at where problems are being addressed rather than created. Where to go for such inspiration is question is where this post begins. 

And all the roads that lead you there are winding
And all the lights that light the way are blinding
There are many things that I
Would like to say to you but I don’t know how

I said maybe, you’re gonna be the one that saves me
And after all, you’re my wonderwall

- lyrics from “Wonderwall” by Oasis (1995)

Inspiring words and the desire for inspiring action

Marketer and blogger Mitch Joel recently wrote on the growing trend towards appending inspirational quotes to images and posting them on Facebook. I’ve seen it, too. Sites like Values.com, apps like Little Buddha and tweet feeds like @Zen_Moments do a great job of providing a daily dose of inspiring words. These daily doses of inspiring words can motivate further action or pacify us, but it is only when something happens that our world is changed. There is wishing for change, imagining change, intending change and then there is action. Our social world only experiences the latter and thus, for social innovation to take place we need to understand actions not just words.

With that, it occurred to me that there are far fewer places online that provide the same sort of wonderwall of resources highlighting actions as there is words. As I mindfully comb through the Web in my daily journeys I find myself amazed at what social innovations are out there facilitated by technology with the World Wide Web. These range from simple one-horse projects to complex initiatives, all working towards making the world a better place.

Why don’t we have a social innovation wonderwall?

With the many challenges facing us in adapting to a rapidly changing social world it would be useful to have some places and examples that show actions (and particularly the lessons learned from those actions). Listed here are three examples of resources I’ve found and highlight creative examples of social action from fundraising to creation to sharing.

Three socially innovative contributions to a wonderwall

1. Kickstarter. I’m a big fan of Kickstarter and have supported many projects on that site. Kickstarter has projects that are not all social ventures, but many aim to do good. Films, books, performances and other projects that don’t have mechanisms for raising funds from grants or attracting funding from traditional venture capitalists or lenders. Browse through and you will find a host of creative ways to use technology, share ideas and maybe find something you want to back.

2. OneWorld Futbol . I am a big fan of Sting‘s music and enjoy his fabulous (and free!) iPad app and noticed a link on the latest update that led to the latest charitable initiative he’s supporting called the OneWorld Futbol project. The idea brings technological innovation together with social need to create an indestructible soccer ball that can be distributed globally to children in war-torn and impoverished countries. Through a buy-one-get-one program, you can get your own ball to perhaps inspire youth here to connect to their peers in less advantaged parts of the world. Soccer will not save the world and, like similar-spirited programs such as Right to Play, there is no mistaking sport for replacing the need for food, clean water and shelter, but it adds a quality of life to youth that is also important while providing opportunities for leadership and joy-making.

3. Fast Company. The social design and technology magazine has long been a leader in reporting on innovations, but recently it launched three spin-off sites (FastCoDesign, FastCoCreate and FastCoExist) that highlight ideas and products that are making a difference in the world in creative ways. For-profit, for-benefit and governmental innovations are all profiled here. Nearly every day there are updates on initiatives taking place across the globe (although mostly in the United States) providing a veritable feast of inspiring actions taken to potentially spur social innovation.

These are but three examples to show how actions are being done in different ways: raising funds, creating products, and showcasing work of products already created. Know of more? Add them to the comments and perhaps we can start creating a wonderwall to inspire others.

* Photo of the Wonder Octopus from the Wikimedia Commons used under license.


Complexity and the Senseless Marketing of the Future

Logarithmic spiral

Futurists take what we know now and project into the future ideas about things will be like years from today using the models that have worked consistently up to now. Those models applied to human systems are changing quickly making marketing the future based on them senseless and potentially dangerous.

Earlier this past week a post on FastCoExist caught my attention and brought to mind why I have such an uneasy relationship with futurists and futures as a field. The post, 8 Ways the World Will Change in 2052, is look at the next 40 years written by Jorgen Randers, a professor of climate strategy at the BI Norwegian Business School and written with all the confident swagger that typifies futurists making statements about what is to come. After all, it’s hard to draw an audience (and the benefits that comes with that) when you don’t have a confident answer on your subject matter — even if that answer is wrong. In this latest post in the series on marketing complexity I look at futurists and their predictions and what it could mean for making sense of the threats and opportunities we will face in the years to come.

The Mathematical Problem of Futures and Complexity

The FastCoExist article paints a picture of a world that looks a lot like the one we have today, just with some shifts in economic and social structures. It suggests that much will remain the same even though a few key things will change, but our general relations will remain constant. It is that consistency that raises my concerns about futurist thinking (not all, to be sure) and its use of the data today to make predictions tomorrow. There is an assumption of linearity that weaves its way through the narratives spun by futurists that do not fit with how complex systems behave, nor does it account for the network effects created by interconnected systems.

Where I live now (Toronto), we have seen an almost uninterrupted heat wave for more than three weeks and that is forecast to continue for the week to come. This is the hottest year in recorded history (video), and as this short news clip shows the implications are many. At our current level of focus the implications may seem slight: changing growing conditions for gardens, better cottage swimming weather, brown lawns etc.. But at another scale and perspective, the interconnections between these things will start to reveal themselves if the pattern continues.

It is here where I see futurists getting it wrong as their predicts rest on largely linear trajectories of change and scientific knowledge that uses linear models to create predictions. The mistake is taking linear phenomenon and grafting that knowledge on to complex cases, while another mistake is taking science that works for static things and applying it to dynamic objects.

Complexity often produces change curves that follow a Pareto distribution, which is a way of accounting for things like ‘tipping points’, and is rarely linear in its effects for long periods of time. As the news report mentions, Toronto has an average temperature of 3.5 degrees higher than normal in a single year. It could be an aberration, but when we see record-breaking temperatures for years on end that looks like a pattern forming.

Climate change is not just about things getting warmer, cooler, wetter or dryer. From a human standpoint, how we adapt to these changes is what counts and in a networked world is that adaptations happen simultaneously and in a dynamic, interconnected manner. That means that many things change at the same time and that the relationship between dynamic objects means that the overall quantity and rate of change in the system is likely to be logarithmic (exponential) not additive.

Reframing change models: the language of complex systems.

If we are to create models that are more useful to us, we need to develop them with complexity in mind, think in systems and act as designers. To do this requires a change in the thinking models we use and the ways we communicate these models to the wider world. Yet, it isn’t as alien as it seems; we do it all the time with ourselves in explaining our social lives.

  • A child goes from being peaceful and quiet to a tantrum in a matter of seconds.
  • A calm, composed individual bursts into tears at a seemingly random event.
  • A polite, warm conversation quickly turns cold at the slightest mention of a particular phenomenon

In many of these cases the ’cause’ might not be obvious. An example I use with my students is this:

Imagine a couple in their bedroom and one partner sees a wayward sock that has been left on floor and gets intensely angry at the other partner upon discovery of the sock. Why? Is is that the sock on the floor is so problematic that it reduces an otherwise peaceful environment into a space of conflict? Is the sock really that bad? Or is the sock a catalyst for something else? Does it represent something (or many things) that are embodied in the sock being left carelessly on the floor? Does the sock serve as a vessel for accumulated grievances and stressors only loosely related to its position on the floor?

This example of the sock illustrates how a Pareto distribution of social tensions in a relationship could be expressed. It points to how the most ‘obvious’ linear answer might not always be the case even if initial appearance suggest a relationship.

Explaining the reasons for problems opens a door to solving them. But we can do more.

The power of weak signals

The way to interject into a complex system is not to pay attention to everything all of the time, but to small things that show patterns. Eric Berlow has a remarkable 3 minute TED talk that illustrates how signals can be extracted from networks to reveal simplicity in complexity. A 2008 paper in the journal Physical Review shows the ways in which weak signals can be detected by reducing the overall volume of information or nodes in a network.

But what to pay attention to? This is where mindful evaluation and attention comes in. Mindfulness is not just a way to connect to one’s inner life, but also the outer world around us. A mindful approach to monitoring and evaluation means watching what happens around us and positioning tools, metrics and data gathering processes to give us the necessary feedback on our systems around us. To take the example of the couple’s conflict over the sock, paying attention within the relationship to minor conflicts, areas of tention, and moments of release earlier could have diffused energy enough to mean the sock was just a sock.

In social systems, this means paying attention to areas of intersection where natural tensions occur due to difference. These differences could be perspective, attitude, knowledge, beliefs or capabilities. These points of intersection are often where novelty emerges and innovation takes place, but they are also where deeper problems can begin. Constant, evolving and dynamic methods of data collection that recognizes change in non-linear and linear forms is more likely to enable the sorts of weak signal detection that can help us see the future more clearly.

That can help us make sense of future possibilities, rather than make empty predictions that guide what we do now at the expense of paying attention to what might come (and what is really happening).


Design Thinking's Timely Death

Reblogged from The Multidisciplinarian:

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William Storage           11 Jun 2012
Visiting Scholar, UC Berkeley Center for Science, Technology, Medicine & Society

Design Thinking is getting a new life. We should bury it instead. Here's why.

Its Humble Origins

In 1979 Bruce Archer, the great mechanical engineer and professor at the Royal College of Art, wrote in a Design Studies paper,

"There exists a designerly way of thinking and communicating that is both different from scientific and scholarly ways of thinking and communicating, and as powerful as scientific and scholarly methods of inquiry when applied to its own kinds of problems."

Read more… 1,943 more words

A brilliant recap of the work on design thinking. I don't agree with the title, but admire the historical context brought to bear in illustrating what design thinking is, where it came from and how it has been used. It's time to start looking at design thinking differently, not abandoning it.

Wet and Dry Design for Social Innovation

Wet and Dry Social Innovation Design – Like Nature

Social innovation is often about engaging complicated systems like technology (dry) with complex systems like humans (wet). The implementation and evaluation approaches we take must match wet with dry and knowing when we are dealing with each. 

Seth Godin recently wrote on thriving in a wet environment, which he compares code and human interaction spaces:

If you’ve ever fixed any kind of machinery, you know that a device that’s exposed to the elements is incredibly difficult to maintain. A washing machine or the underside of a car gets grungy, fast.

On the other hand, the dryest, cleanest environment of all is the digital one. Code stays code. If it works today, it’s probably going to work tomorrow.

The wettest, weirdest environment is human interaction. Whatever we build gets misunderstood, corroded and chronic, and it happens quickly and in unpredictable ways. That’s one reason why the web is so fascinating–it’s a collision between the analytic world of code and wet world of people.

Much of social innovation is becoming like this: a collision between the wet world of people and the dry world of technology. It is hard not to be impressed at the technological capabilities we have at our disposal and how they can be put to use to serve humankind. Mobile handsets, low-cost portable computing tablets, social network platforms like Facebook or LinkedIn, or digital common spaces created by tools like Reddit and Twitter all provide incredible means to connect people and ideas together. Stop and think about what we have at our disposal and it is truly mindblowing, particularly when you think how much that’s changed in just 5 years, 10 years or 20 years.

Yet, the enormity of the scale of these tools and their ubiquity can mask their significance and not always for good. Take Facebook, which just launched its IPO and is the current champion of social networks with over 900 million users. It’s easy to forget that Facebook didn’t even exist 8 years ago and now almost one in 7 citizens on this earth have an account with its service.

This could be a tremendous opportunity for social innovation. Yet, it also speaks to the issue of Seth Godin’s wet and dry analogies for design.

Tom Chatfield, a tech writer from the UK, recently blogged about rethinking our social networks. He points to Dunbar’s number, a well-researched figure that estimates the limits to meaningful human relationships to be between 100 and 230. The drive to scale technologies (the dry) to ever-expanding and increasing numbers is problematic if the limits to my ability to meaningfully connect with the networks they create (the wet) are relatively fixed or difficult to change.

He writes:

It’s dangerously easy simply to gawp and grimace at the sheer scale of the networks connecting us. The numbers are staggering, and offer a powerful index of how much and how fast our world is changing. But we mustn’t overlook the great lesson to be drawn from work like Dunbar’s: the weight of a special few will always outweigh the many, no matter how great the “many” becomes.

Some have argued that Dunbar’s number is a fallacy in the social media world, choosing to rely more heavily on sociologist Mark Granovetter’s work often summed up as the argument for The Strength of Weak Ties . His early research (see link [pdf] for original paper) focused not on the strong ties between people who were close, but the ‘friends of friends’ effects on transmission of information, which is the space where many innovations and novelty comes from in a network.

This confuses the potential innovation and the human capability to connect across large, diverse networks (a technical, ‘dry’ issue) with the quality of the interaction (a relational, ‘wet’ one). Both exist and both will exist, but there is a difference between learning something new and taking it to scale.

Novelty of information and new ideas comes from the intersection created by cognitive diversity in the design process. This is why designers seek to bring people with different perspectives together to explore concepts and generate ‘wild ideas’ as part of an ideation phase. Lots of information can be very useful in this situation and allow designers (social and otherwise) to see things they might miss if they stuck with a narrow band of perspectives. Yet, bringing these ideas to focus, refining them and transforming them into a social innovation that matters to people is far more relational than we give credit for.

Facebook might be great at linking us to ‘friends’ we’ve lost track of, but in applying a model where all of these friends are treated more or less equally, along with all of the information streamed at us through the main feed, our ‘wet’ interactions are made to feel ‘dry’. Drawing the motivation to scale ideas and engage in the efforts needed to make real change happen from such an approach is unlikely.

A recent post from FastCoExist, part of the Fast Company network of sites, by Ashoka changemakers Alexa Kay and Jon Camfield pointed to the barriers and facilitators for making change happen. Among their principal barriers is the need to connect deeper, rather than broader with each other:

How do we learn to be change makers? Much of the art of change making involves soft skills that we absorb from others that model or demonstrate change making behaviors. This means that learning opportunities are limited by one-to-one interactions and by exposure to other change makers. Compared to traditional fields like entrepreneurship, where there are plentiful resources for training, the practice of change making is still far from being widespread.

One of their principles for change reflects the complexity of social change by encouraging and supporting self-organized networks:

Often leaders or institutions promote dependency with a community. But successful change making communities depend on reducing dependence on one anointed leader. Flat networks and peer-based accountability structures are necessary if a community is to sustain change beyond one individual. The need for change communities and networks to be self-regulating is vital for their sustainability.

This is where walled gardens like Facebook are likely to fall down, just as many custom Ning-based communities have fallen into disuse. Create systems that are too bounded (dry) and we risk sucking the moisture from the human elements (the wet) that make real social innovation happen. Our challenge is finding the right balance between the controlled, stable environments that these new technologies afford and the self-organized, emergent and innovative environments needed to implement and scale our initiatives more effectively.

Wet Leaf By Faustas L, via Wikimedia Commons used under Creative Commons License


Drive out fear

Reblogged from quantum shifting:

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Business leaders: when I use the word "culture", do you screw up your face and say "Love and peace, man"?  I'm no aging hippie; in any case, I was born 10 years too late to be part of that movement.  Business culture is no wiffly-waffly discretionary add-on.  It's central to effectiveness and business improvement.  I do admit a fondness for better communication, greater self-awareness, lots more empathy and way less fear in the workplace (man), but this comes out of a firmly held view that there is huge scope for workplaces to be more humanised, which will have a huge impact on effectiveness.  

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John Wenger has written on the issue of leadership and systems thinking asking some pointed questions about how leaders can prop up a dysfunctional system inadvertently and how they can also actively serve as agents of change within it. This is the sort of discussions that more leadership training programs and systems thinkers in general could benefit to make the intangible nature of systems real.

Innovation, Design Thinking and the Folly of Fads

Designing ideas for flight

Innovation is at once everywhere and elusive. Understanding what it really is, how to inspire it, and how to avoid losing its real value in the hype might be the biggest and most ironic challenge for innovators yet. 

Psychologist, creativity researcher and systems thinker Keith Sawyer recently asked the question: Is innovation just a washed up trend? To support this thesis, he presents the following:

Evidence: The Wall Street Journal (Wednesday May 23, 2012) argues that the term “innovation” is now so widely used, it doesn’t really mean anything anymore–other than a very general notion of “change.” Longtime WSJ reporter Leslie Kwoh says “Businesses throw around the term to show they’re on the cutting edge….But that doesn’t mean the companies are actually doing any innovating.” And then she gives the biggest insult you can give to a trendy business term, in my opinion: she compares the word “innovation” to the washed-up buzzword “synergy.” Ouch, that hurts!

This makes a point. It’s hard not to question the term seeing that it’s almost everywhere. Earlier in the blog he points to how Bruce Nussbaum eventually added an entire section to Business Week on Innovation and Design to match the demand for news on both of those topics. But as Nussbaum himself has written about the term design thinking, the term innovation may also be on shaking ground from over or poor use. Ironically, this all comes at the time when we need what innovation stands for more than ever and the creative problem framing and solving tools that comes with design thinking.

What’s in a name?

The term innovation is generally described as the act of introducing something to new to create positive value. Design is the act of creating something with intent to produce value. It is no surprise that these two concepts go together so well. Design thinking is about applying conscious thought to the act of creating things those products, services, and policies that have value — it is about contemplation and action related to making things that we want and need. These are loose amalgams of definitions that I’ve come across in my research and reading over the past year in support of the Design Thinking Foundations project and capture much of what these words mean explicitly.

However, implicit in this language is a whole other set of values, prejudices and attitudes that extend the concepts beyond the explicit language into something cultural. One of the byproducts of this is found in overuse or adherence to the hype cycle. Now everything is innovative, when really it shouldn’t be. Sometimes what we are doing is working just fine and the need to create something new is unnecessary.

Yet, as change accelerates in many fields and complexity increases, the need to adapt and develop resilience will increase along with it as will the need to innovate in spaces where innovation is not a familiar term. It may not be needed everywhere, but it will be needed in more places more often with increasing urgency as the dynamic complexity of the worlds we’ve created increases. Even keeping things constant will require some adaptation.

To quote from Guiseppe di Lampedusa’s bookThe Leopard:  ”If we want things to stay as they are, things will have to change.”

What happens next?

But what if Keith Sawyer’s speculation is right and the term innovation is on the way out? What happens next? In response to his concerns about design thinking becoming a shadow of itself in the hands of organizations and practitioners who see it as a quick fix or a blunt instrument, Bruce Nussbaum has sought to explore and further develop a concept called creative intelligence. Having spoken to Nussbaum personally about this, I got the sense that his concerns were less that design thinking itself was problematic, but that the concept had reached a stasis in its application that no longer reflected the dynamic force it once did when he first championed it at Business Week.

It’s hard not to see parallels to innovation. While I agree with Nussbaum’s charge at what design thinking has become, I also don’t think it’s a lost concept (see the debate on the Design Thinking LinkedIn group to see evidence of this). I also think creative intelligence focuses on something different, not replaces design thinking. (Besides, we still have systems thinking, critical thinking and other forms of problem conceptualizing that have endured much debate). The problem is that it is far easier to talk about something than do it and talking too much can burn something out to the ears. Hence the reason catch-phrases never last long. Innovation is at risk and so, too, is design thinking.

Is this adaptive language use or a case of throwing the baby out with the proverbial bathwater?

If not innovation (and design thinking), then what?

The concern with throwing these terms out is that much of what passes for judgement on their worth is based on little evidence of effect. While innovation thankfully has enjoyed much research, design thinking lacks much empirical examples. However, in both cases, when the terms are most often written about or discussed in the media and popular social discourse it is rarely about evidence and nearly always on rhetoric. I am guilty of this, too. I often tweet or refer people to articles from blogs like Fast Company and FastCo Design that write heavily on design and innovation, yet present few empirical studies and lots of opinion.

To this, I point to today’s HBR Working Knowledge update from five scholars who have done much research on innovation and summarize their points quite well, including the idea that not all of us can or will be innovators (from Clayton Christensen).

What is the answer? Is it time to move on or shall we try to invigorate the discussion of concepts like innovation and design thinking with dialogue, evidence and (self-referentially) some innovation and design thinking to advance not only the discourse on these topics, but also their adoption, study and adaptation to help us tackle the complex, wicked and pervasive problems that seem to be growing in our world each day.

Photo: Make Art Not War by v_imagine-l used under Creative Commons Licence from Deviant Art


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