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 Knowledge Metric in Education

EducationHead

Higher education is asking itself some big questions and making substantive changes to the way it sees itself and produces value for society. Education is increasingly being rationalized, which calls into question the metrics that are being used to judge how resources should be allocated. In a previous post, I looked at the jobs metric. Now, it’s time to look at the knowledge metric.

Just the facts

Education writer and teacher Will Richardson‘s TED Book Why School is a provocative read for those connected to teaching or just interested in schooling. While it focuses largely on grade school, the issues are the same for universities and colleges particularly as the primary and secondary students of today are tomorrow’s graduate and professional learners. Richardson questions the role of the school as institution in its current form suggesting that if the status quo — one characterized an information delivery warehouse — is maintained there is little need for schools to exist at all. Yet, if the education within schools is focused on asking better questions and learning when to apply knowledge, not just what knowledge to apply, there is hope.

The current trend in school reform is towards Common Core Standards, which emphasizes specific forms of knowledge, ‘facts’ and asks that students be able to recall such content when required. Under this model, the role of the teacher is one of content manager and facilitator rather than guide or mentor and students are prepped for the tests of their knowledge (memory) rather than be asked to demonstrate its application to anything outside of the test.  It is this model that many proponents of online education embrace, because the Internet is a fabulous content delivery system and education can be literally programmed and delivered to students directly without the ‘noise’ that teachers introduce to the signal. Under this model, educational content can be delivered cheaply and widely to support uniform intended effects among learners.

Richardson argues for reforming schools to something closer to the alternative model that was advanced by educational reformer and philosopher John Dewey. Richardson writes:

“In this version of reform, schools and classrooms are seen as nodes in a much larger learning network that expands far beyond local walls. Students are encouraged to connect with others, and to collaborate and create with them on a global scale. It’s not “do your own work,” so much as “do work with others, and make it work that matters.” To paraphrase Tony Wagner, assessments focus less on what students know, and more on what they can do with what they know. And, as Dewey espoused, school is “real life,” not simply a place to take courses, earn grades, amass credits, and compete against others for recognition. There lies the tension.

This second path is simply not as easy to quantify as the first. Developing creativity, persistence, and the skills for patient problem solving, B.S.-detecting, and collaborating may now be more important than knowing the key dates and battles of the Civil War (after all, those answers are just a few taps on our phones away), but they’re all much more difficult to assign a score to. I’m not saying that a foundation of content knowledge isn’t still important. To communicate, function, and reason in the world, students need effective reading and writing skills, as well as a solid foundation in math, science, history, and more. But I’m convinced we must revise the overreaching coursework requirements we place on students — requirements created at a time of scarcity, by the way. And we desperately need to revisit the thinking we’ve developed around assessment that, as Harvard researcher Justin Reich says, “optimizes the measurable at the risk of neglecting the immeasurable.””

Facts vs Problems

The knowledge metric is flawed because it assumes that content solves problems. It also presumes that the curriculum teaches the right knowledge for the right problems and that those problems can be known in advance. Let’s look at these.

One need only look to cigarette smoking as an example of how knowledge alone doesn’t always solve or prevent problems. One would be hard pressed to find anyone over the age of five who doesn’t know that sticking a lit tube of anything in their mouth and sucking on it isn’t at least somewhat unhealthy (and most know it is very unhealthy). An individual’s knowledge of smoking’s effects on physical health may not be complete, but it is often sufficient to inform the decision to quit or not start the unhealthy habit. And yet, citizens in highly educated countries like the United States, Canada and the U.K. smoke more than 1000 cigarettes per year per capita (and over 2700 per capita in places like Russia). These are not countries lacking in information on tobacco and health.

Using students’ ability to recall content makes the presumption that what is contained in a curriculum is what they need to know when they leave their program of study (at least as a start). While it may be somewhat true for students in the humanities and languages, it becomes highly problematic for those in dynamic fields or emergent areas of practice, which is becoming more normal than rare. There is no doubt that a corpus of key concepts, skills and ‘facts’ is useful, but the manner in which this knowledge can and may be applied is changing dramatically. For example, social media has upended communications in ways that very few health professionals are trained for. Journalists are particularly aware of the role that Twitter and related tools have had on their profession.

It also presumes that the content itself is relatively static. Certainly, curriculum renewal is something that most learning institutions engage in, but the primacy of content itself as the driver of education also assumes that the foundation for that knowledge is solid and can be applied today in the manner it was applied yesterday. In dynamic conditions, that isn’t often true. Further, the relevance of knowledge is framed by the problems to which that knowledge is applied. Genetic information, for example, can be incredibly useful when framed against tests that have high confidence, predictability and value to people, yet without such a context it is largely useless to those non-scientists who have it.

Areas of social innovation — which are expanding dramatically in number and scope — illustrate the problem of changing context well. This is a field characterized by problems, problem solving and novelty (which is what innovation is all about). Standard approaches don’t apply easily or at all when we are faced with high levels of novelty. Thinking and re-thinking the problem frame, knowing what to find, where to find it, and the skills to integrate relevant knowledge together is something that is not captured in the knowledge metric. Yet, it is those skills that will lead innovation. Knowledge translation professionals know this and so do knowledge brokers.

Are we designing our educational programming to advance on the kind of design issues of problem framing, finding and solving that our world is facing? Or are we simply taking content that can be obtained through books, the Internet and other materials, repackaging it and creating expensive warehouses of information that take learners out of the world and out of context in the process?

I don’t suggest that universities and continuing education programs stop delivering content, but if knowledge is the metric by which they are judging their success then it behooves educational administrators and funders to justify why they can do it better than other tools. What made sense when content was a rare commodity makes little today when it is overflowing in abundance for little or no cost. Universities and post-graduate training programs have an opportunity to re-imagine education and have the tools to do it in a way that makes learning more powerful and relevant for the 21st century should they choose to change their metrics of success.

Designing education

How might we take the enormous talent trust that exists among university faculty (and their students) who co-locate (physically, virtually or in some combination) in a school and develop the skills to not only address problems of today, but prepare everyone for possible challenges in the future?

How might we integrate what we know, identify the knowledge we need, and create systems to take advantage of the talent and creativity of individuals to make universities, colleges, and post-professional training venues for innovation and inspiration rather than just content delivery vehicles?

What kind of metrics do we need to evaluate this kind of education should we choose to develop it?

These are questions whose answers might yield more learning than those focused on what knowledge students have when they graduate.

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Image source: Shutterstock.


The Job Market Metric In Education

UniversityDoors

Post-secondary and continuing education is continuing to be rationalized in ways that are transforming the very foundation of the enterprise. Funding is a major driver of change in this field: how much is available, when it flows, where it comes from, what is funded, and who gets the funding are questions on the minds of those running the academy.

At the centre of the focus of this funding issue is the job market. Training qualified professionals for the job market in various forms has been one of the roles a university has played for more than a century. Now that role has become central.

Let’s consider what that means and what it could do in shaping the various possible futures of the university. This second in a series looking at the post-secondary and continuing education focuses on the metrics of jobs.

“What are all these people going do?”

The employability of graduates is now the holy grail of education industry statistics. Earlier this year I was sitting on the stage at an academic convocation with a senior colleague staring out at a sea of soon-to-be-graduates when he leaned over and asked the question quoted above. Staring at a sea of masters and doctoral graduates numbered in the hundreds and knowing that this ceremony was held twice per year, the question stuck and remains without an answer.

Maybe there were enough jobs for that cohort, but this process gets repeated twice each year at universities around the world and each year that I’ve been a professor those numbers (of graduates) seem to go up. Some of our programs in the health sciences are admitting three times the number of students than they were just ten years ago. There is much demand for education (as judged by departmental applications), but are there jobs demanding this kind of education in its current form?

Yes, the Baby Boom is moving into an age of retirement and increasing needs for health services, but do we need to graduate 80+ Physical or Occupational Therapists to meet this need this year? Do we need a few dozen more epidemiologists or health promotion specialists to add to the pool? How about psychologists or social workers: how many of those do we need? The answer from my colleagues in these fields is: We don’t know.

Chasing the Wind

Jobs are a red herring. It’s one thing to have a job, but is it the job that you trained for? (And is having that job even a reasonable goal?) Being employed is not the same as building a career. What if you were trained perfectly for a job that no longer existed? Imagine a Blacksmith in the 20th century or a Bloodletter. These questions are not asked, nor is much asked about quality of education relative to the pressures of recruitment, cost-cutting and educational rationalization. Most of us don’t know what quality education is in real terms because we are measuring it (if we are measuring anything at all besides jobs) by standards set for the jobs of the past, not the future (or even the present?).

“Skate where the puck is going, not where it’s been.” – Wayne Gretzky

Jobs are living things and very few in 2013 will resemble what they did even 10 years ago. The citizens of the developing world are entering this rapidly changing job market ready for change (See also McKinsey Global Institute report on future of work in advanced economies) because they don’t have the old ways to rely on. They are primed for change and if professional education is to meet the needs of a changing world, it needs to change too. It means getting serious about learning.

If education is rationalizing itself to focus more on jobs, then it also needs to get serious about clarifying what jobs mean, defining what ‘success’ looks like for a graduate, and whether those jobs are designed for where the proverbial puck is now or for where it is going.

Disruptive Learning / Disturbed Education

“The Only Thing That Is Constant Is Change -” ― Heraclitus

I’ve pointed out that learners have an uneasy relationship with learning principally because it means disrupting things. This is a topic I’ll  be covering in greater depth in a future post, but if one considers how our social, economic, and environmental systems are changing it is not unreasonable to call this the age of disruption .

Change in complex systems is often logarithmic, not linear. It may be massively punctuated like a Lévy Flight or it could be closer to a random walk. In environments with a change coefficient that is large the level of attention must be more fine-grained than 5-year reviews. It requires developmental evaluation methods and learning organizations, not just conventional approaches to generating and assessing feedback. It requires mindful attention and contemplative inquiry to guide a regular reflective practice if one is to pay attention to the subtleties in change that could have enormous impact.

For example, if journalists and news media waited every five years to assess the state of their profession, they would have missed out on Twitter and come late to blogging, two of their (now) powerful sources of competition and tools of the trade. Some have waited, which is why they are no longer around. Metrics for journalism education today might consider the amount of exposure and proficiency in social media use, digital photography, use of handheld tools for communication, and real-time reporting skills. Metrics of the past might focus on newspapers and radio broadcasting. Which mindset, skillset and toolset would you rather be trained in today?

Questions for educators, learners (and evaluators):

Whether health sciences, journalism, human services or any field, what might some questions be that can help determine the role of job training in professional education? Here are five starters:

1. What is the state of your profession right now and are you training people for existing in this state? Are you preparing people for the next evolution?

2. Where is your field of practice going? What are the possible futures for your profession in the next 5, 10, and 20 years? Will it still exist? Are you a blacksmith looking for more horses in the automobile age or Steve Jobs waiting to attract people to a new graphical user interface?

3. Is your mindset, skillset or toolset in need of re-consideration? Does it still do the job you’ve hired it to do?

4. What do people need that your skills can help with? What unfilled needs and expectations are there in the world that your mindset, skillset and toolset could solve?

5. What would happen if your field of practice disappeared? How else could you apply what you know to making the contribution you wish to make and earn a living? What other skills, tools and ways of thinking would you need to adapt?

Design thinking can greatly help shape the way that one conceives of a problem, works through possible options, and develops prototypes to address the needs of the present and the future. Foresight methods help lay additional context for design and systems thinking by providing ways to anticipate possible futures for any given field. Lastly, knowing what the state of things are now and how they got to where they are now can help determine the path dependencies that education may have fallen into.

We can’t change what we don’t see and better foresight, hindsight and present sight is critical to better ensuring that education outcomes are not imagined, but based on something that can actually improve learning.


Rationalized Education and The Futures of the University

Hallowed Halls, Empty Promises?

Hallowed Halls, Empty Promises?

Next to the church, the university may be the most enduring formal institution in our society. And like nearly every institution from banking to manufacturing to healthcare and even the church, the university is facing a major disruption from social and technological change.

The church’s (simplified)  purpose is to provide a place of worship, communion and education on matters of faith and spiritual guidance.

The university is a place for preparing people to be better citizens, scientists or scholars, and professionals and to advance understanding of our world and universe.

Just as many question how well the church is realizing its purpose, so too are many questioning the university and how it is faring in its mission and purpose.

CENSEmaking returns to a discussion started last year with a requiem for the dream of a university no longer experienced by someone who aspired to serve within it. Following my advice to new scholars and attempts to peel back the curtain to show more about what university looks like for those outside it, it seems appropriate to revisit that discussion to explore the state of post-secondary education as another year passes.

This is the first in a series of upcoming posts looking at the future(s) of learning and professional education.

Rationalizing Education

Universities are rethinking things in a big way led by changes to the way they are funded. Quoting from a recent article in the Globe and Mail on the state of funding for Canadian universities:

Midsize Canadian universities are starting a new kind of cost-cutting exercise as they face the prospect of prolonged austerity and sustained pressure to show their graduates are succeeding.

Administrators have tended to slash budgets equally across the board, leaving it up to each dean and department to set targets inside their faculties. Now, Canadian schools are importing a movement from the United States in which economic hardship is viewed as an opportunity to refocus scarce dollars on faculties that deliver.

If we are to parse through this language, one will see it that points to a new way of evaluating the impact of the university and how it makes decisions about what to invest in:

“Instead of making decisions based on internal political factors or you-scratch-my-back-I’ll-scratch-yours, or whatever else has gone on in the past, it’s time for us to shift to a culture of evidence,” said Robert C. Dickeson, the U.S. consultant at the heart of the crusade against across-the-board cuts.

Ah, evidence. This powerful concept is the bedrock of science , has transformed the way medicine is practiced and is now being applied to the ‘business’ of education. In Canada, universities are now seeking data about its product to inform its strategic decisions. Some universities are doing more of this than others in applying some form of evidence to their policy and strategy to deal with current funding challenges:

The University of Guelph has gone furthest. Facing a $32-million shortfall over the next four years, Guelph’s leaders hired Dr. Dickeson for help after an invitation to a workshop he runs landed in provost Maureen Mancuso’s inbox. He was on hand at a Guelph University town-hall meeting in late November where president Alastair Summerlee laid out the challenge: rising costs, flat government funding and capped tuition, combined with a shortage of space to keep boosting enrolment.

“People outside of our institutions are full of a rhetoric around ‘do we produce quality, a quality product?’” Dr. Summerlee told a crowd of about 300. “These things make a case for actually trying to prioritize what we’re doing. … We need to act now.”

The plan is Darwinian. Each of the university’s nearly 600 programs and services, from undergraduate biology to the parking office, has to complete a “program information report” answering 10 criteria, to be reviewed and ranked by a task force of faculty, staff and students.

Embedded in the middle of this quote is the line: ‘do we produce quality, a quality product?

I have been involved in academic governance and policy making for 20 years first as a student representative at the undergraduate and graduate level and later as a full-time faculty member. The timing of my post-secondary life coincided with the last major shift in educational funding and rationalization that began in the early 1990′s with the first introduction of student fees and the start of philanthropic named sponsorship in Canadian universities. Prior to this time, students tuition was all they paid to access services and get an eduction and buildings, faculties and facilities were named based on criteria that was not tied to specific donations.

Despite all of this, quality was rarely a term used explicitly to shape strategy.

Money Matters and Defining Quality

I have never — not once — witnessed a major decision made on the basis of educational quality when juxtaposed against financial concerns. I’ve been a student, trainee or faculty member at five different universities and a visiting or guest lecturer or examiner at many more institutions worldwide and never have I seen quality of education trump fiscal or logistical issues on matters of great significance. Sure, there are small decisions to include particular content into a course or program or invite/disinvite a particular speaker based on perceptions of quality , but no program I’ve known chose, for example, to limit recruitment or enrolment because there were not enough resources to give a quality experience to students.

So if universities are now being judged on quality, what does this mean in practice?

Is quality about jobs? If so, then are they the jobs that students want, the ones they get (which may not be the same thing), the ones that students are trained for, or the ones that the market produces?

Is quality about what gets taught, what gets learned, or what gets applied? If it is some combination, then in what measure?

Is quality about what the market asks for or what the world’s citizens and its ecosystem (including plants, animals and oceans) demand?

Is quality about training people for jobs and roles that have traditionally existed, exist now, or may emerge in the future?

Is quality about the canon, questioning the canon, or re-discovering or creating new canons? Or all of them?

These are some of the questions worth asking if we wish to understand what the futures of the university might be and whether any of those possible futures mean not existing at all. Stay tuned.

Photo University by martybell from Deviant Art.


Advice for a Scholar Seeking a Life in Academia

Educating the Academic

The need to train professionals, educate citizens and advance knowledge of our world has never been less, yet the academic environment where this takes place is changing at a pace where its easy to question what one is to do to contribute to its mission. In this continuing series on life in academia, I offer some advice for those seeking to join its ranks as I step away from this life after two decades spent immersed in it. 

As a professor at a world-class research university in a dynamic and challenging field of study I have the privilege of meeting some of the brightest young minds around. The many roles that a professor can take — as educator, learner, scientist, advocate or activist – are highly attractive to many of these ‘bright minds’ so it is no surprise that I get asked a lot about how they can join the academy.

Not surprisingly, many of them aspire to become full-time professors. In this latest instalment of the Alien Shores series looking at the changing world of academia I provide some advice for those interested in getting into the profession that I am about to transition away from.

Shortly after I started my undergraduate studies I discovered psychology and found a “home” for the ideas I had about organizing with people and making a splash in the world. Soon after learning about the field and the opportunities I came to the conclusion that I wanted to be a professor. Throughout my career I studied to be a professor, seeking to apprentice under my advisor, not just take direction. He was the Chair of my department and very generous with his time and knowledge, sharing much (within all appropriate and ethical bounds) about life in the academy. He gave me an unvarnished, true account of the ups and downs of academic life and prepared me as best he could for the challenges ahead. I studied and learned and watched everything and even then it only did me so much good. The field is changing so quickly and professorial life is transforming far faster than anyone thought.

So as I leave the profession in a full-time capacity, what can offer someone who, like me, wants to get into this line of work? To the scholar who seeks a life in academia I offer this:

1. The world outside of the university is a minefield: proceed with extreme caution and pack all the right equipment. I’ve been told by more than one leader in my field “you shouldn’t attempt community-based research until you have tenure“. They were right. But I am very glad I didn’t listen and tried it out, but then my risk tolerance is a bit skewed.In terms of logistics, CBR consumes vast amount of time, is poorly appreciated, nearly impossible to resource appropriately, has time schedules that wreak havoc on your life, and offers nowhere near the academic value commensurate with the energy involved. It is also fun, creative and connects you to the world in ways that traditional research can rarely do. When you are starting out it is very difficult to weigh the pros and cons of doing this kind of work so my advice is, if you’re going to do CBR, get a team — a good one — and find collaborators with experience who can help you along. It is very hard to go it alone.

How about knowledge translation? If you want to get your knowledge into anything other than a report, academic journal or conference presentation, you are on your own unless KT is the explicit focus of your research. Why? It is hard, has little value inside the academy and you will not be given the supports to do it anywhere close to the way it deserves. At the same time, it too is fun. Among the highest honours I’ve been given is when people — the public, practitioners, or policy makers (even other academics) — tell me that they used something that I developed to solve a problem and it added value to their work. I care far less if people find my work clever, exquisitely crafted, or even “cutting edge” if it doesn’t lead to use at the end of the day.

Like CBR, find like minds and work together. Network and build on to the communities of people who are interested in your work and pay no heed to the naysayers. I’ve been told that the Internet had no future for helping people change behaviour and now regularly get challenged on my use of social media as a legitimate tool for KT. If you are reading this, then you already know that this medium works. Is it better than other tools? That depends and that’s why we do the work — to find out.

2. Don’t believe everything you read, see or hear from leaders in your institution or field. It’s too easy (and natural) to look at the head of an organization and take what they say as representing the direction they are heading. I would take the words of a senior director with a funding agency, university president, Dean or politician to heart and expect to see the changes that they spoke of. They aren’t lying, but the mechanism they use is flawed. In academia, nearly everything is directed through peer review, meaning that leadership might define the problems, but researchers determine the manner in which they are solved.

I recall sitting on a grant review panel where one of the criteria for a strong grant was a clear knowledge translation plan and seeing proposal after proposal being lauded as excellent with KT plans that included nothing more than a commitment to write the findings in a peer review journal or present at a conference. I spoke up and challenged these as weak examples of KT and the panel review coordinator agreed, but my peers saw that as appropriate and therefore the projects were favourably rated. Why would academics see it this way? See #1.

3. Your peers are your allies and your enemy. Innovation is nearly impossible by peer review. Despite challenges and commentaries on the weakness of the system, it persists and thrives in academia. Peer review has been challenged as sexist (PDF), dangerous, and almost antithetical to innovation. By its very nature, peer review is designed to judge research based on the best current evidence and the status quo, not by what could be. Indeed, to judge a proposal by imaginaries created from possible futures, rather than evidence is tantamount to academic misconduct in the peer review system.

If peer review was a drug it would never be allowed onto the market - Drummond Rennie, deputy editor of the Journal Of the American Medical Association (cited in Smith (2010))

A descriptive analysis of submissions to peer reviewed academic journals found little reason to believe that the editorial peer review process improves the quality of research presented in the literature. They conclude:

At present, little empirical evidence is available to support the use of editorial peer review as a mechanism to ensure quality of biomedical research. (Jefferson et al. (2007))

Much more research is needed on this, but the work done to date isn’t positive for those seeking to do things differently. At the same time, in actually doing research, peers can be extremely useful and even necessary to getting things done and done well (see point #1). Finding some intellectual or practice peers is a critical step towards warding off loneliness in a profession that can be extremely isolating if you let it. Many academics are saddled with being the only person that studies “X” in their department, providing few allies. Find your tribe, wherever they are in and out of academia or your department or institution. Joining professional societies and getting active in them is a great way to ‘hang with your peeps’ that have common interests and build your network.

Your peers are your allies, but they are also your enemies. And as the comic Pogo quoted:

I have met the enemy and he is us

4. It doesn’t get better (unless you make it so). The anti-bullying movement directed towards the gay and lesbian community is framed around the idea that it gets better. Maybe for them, but the same rules are far from true within academia. Too often have I see people drawn by the idea that things get better once you get a long-term contract, or a tenure-track position, or tenure, or a promotion, or a grant or a publication… and all of that is one big lie. I have watched people work just as hard if not more so with success and achieve little in the way of happiness or change in status. In my last two years  as a F/T professor I had over $2M in grants and published more than a dozen peer-reviewed papers, book chapters and monographs, while supervising a team of more than 23 full-time people. I got a teaching award*, a raise, and invitations to speak at keynote events. I was as successful as I ever was going to get and I was getting more miserable by the day.

Once the initial glean of the publication or successful grant application wears off, it is back to normal. This is traditional behavioural economics research and stands up in practice.

Why is this the case? Partly, because the degrees of difference between the work is so hard to perceive and the scales that people use to judge work is highly skewed, everything gets treated the same or we use conventional scales to measure unconventional products. In some places, a $500K contract is viewed less positively than a $100K peer-reviewed grant (see previous points for reasons), which is disheartening to see or experience. Also, because it is so difficult to judge the impact of a paper, they are all viewed in the same light so your Magnum opus might be treated the same as a paper you cared very little about. No one cares like you do and that is sometimes difficult to accept.

(* The teaching award was an exception, that did more to buoy my spirits than anything I’ve experienced in my career, largely because it was completely from the heart by a group of students and faculty who went out of their way to say “thanks”. That was one of those cases where simply being nominated meant the world to me. That I won was just icing).

5. Make small changes often, rather than rock the boat at once. When I became a professor, I knew from day #1 what kind of things I wanted to see different. That we have students — particularly graduate students — sitting in desks in rows listening to someone talk at them for hours is an afront to learning. Armed with educational theory,  two certificates in post-secondary teaching, experience teaching in secondary school, and years of experience as a student, I was going to change the classroom. Having done lots of research, studied knowledge translation, and worked in the community, I was ready to transform the way research could be done. In both cases, I jumped in full-tilt within the means I had available.

And then the system bit back.

It wasn’t so much that anyone or thing resisted, but rather massive change at once is stressful and it was hard to handle all the unexpected consequences of making major changes simultaneously. I study complexity and teach behaviour change so I should know better. If I was to start again, I’d still do it all — but just in smaller chunks over time. But then, I knew I didn’t have much time so that might be part of the problem.

6. Figure out who you want to love you, because it can’t be everyone. Jack of All Trades is a very lonely person inside the university walls, and is loved outside of them. Academia rewards (and punishes) the expert. When you are the right fit, your specialization is golden. “Great, we were looking for someone who studies this exact ______” is wonderful to hear when you are at the institution — maybe one of a handful in the world — that is looking to hire someone with that specific set of skills and interests. There is a lot of ego-stroking in academia when you first get called “an expert” and that is a big part of the problem. We want to be loved and respected, we’ve worked pretty damn hard to be good at something, and we want the recognition. Being an ‘expert’ gives some of this to us.

But if you want to have impact outside in the world, your expertise is going to be limited. That’s OK, but one has to remember that it is indeed rare when someone presents with a highly specialized topic that is widely accessible outside of academia. Broad-based skills are useful in the world beyond the academy and are easier for n0n-academics to comprehend. Thus, people either need to be skilled communicators outright or do the kind of work that is relevant to the community from the outset, using the language of that community. The public — or other professionals or policy makers — will love you, but not necessarily the academy. It’s reasons why fields like community development, program evaluation, social design, and health promotion have a hard go of it in academia: they comprehensive fields that tend towards breadth, not depth. Yet, these skills are needed desperately to solve a certain class of problems. Both specialization and broad-based scholarly skills are useful, its just they are not appreciated equally in all settings.

Telly Sevalas’ Kojak character would ask: “who loves ya, baby?“. You need to ask the same question and accept that it won’t be everyone.

7. You can learn a lot from the military. For many of us in academia, the thought of modeling ourselves after the military in any way is a bit unpalatable. Yet, if you can get past the armed conflict part of their work, military folk have a lot of lessons to teach us faculty. Here are some of them:

- You cannot successfully fight on any more than two fronts at the same time. Thus, if you want to develop diversified program of research, it needs to have two major themes and no more. I had three major programs of research and it was too hard to manage. By program of research, I mean a series of linked projects operating under one general theme — the kind of thing that you will be asked to articulate when you apply for a career award or certain grants. I was too ambitious and excited and it was costly in terms of my mental health and wellbeing.

- “No battle plan survives contact with the enemy” (see points #3 and #8 to identify the enemy — hint: its you and me). You can’t plan your career with an expectation that it will unfold as you outline. Plans are just vague roadmaps to keep you pointed in a direction, not a vision of the exact future ahead. One has to approach the work as developmental in nature.

- Protect your supply lines. From Ghengis Khan to Napoleon to Hitler, the lessons of protect your supply lines comes through in the history books (along with “don’t be a mass-murdering megalomaniac psychopath”). You need to plan for a long haul and make sure that you have the supplies — people, equipment, social support, and emotional fortitude — to operate in cycles that often go in years, not months. For example, taking on a student as an advisor means that you need to have the future supplies for the work itself (1-5 years or more of direct contact depending on the degree) and the years afterward when they apply to graduate school, jobs, grants and beyond.

Academia is designed for the tenured professor who is dedicating a life to the institution and the profession, but the reality is that there is little support for these roles. Thus, you are asked to supply a set of projects and studies that may require you respond to questions, publish papers, or support trainees and staff in various ways well beyond the funding cycle or your contract.

8. Determine how much your soul is worth and price it accordingly. Academia is not a job-space, it is a calling. If you’re thinking of clocking in 9-5 and leaving what you do at the office at the end of the day you are in the wrong business. Indeed, you probably won’t do good work because ideas come at all hours and they need attention when they ask for it. The freedom that comes from this job is a blessing and curse and how it plays out is really up to you. I personally have no problem diving in full-tilt in a period of flow to my work, but it needs to be done consciously and with permission. Otherwise, your friendships, love life, relationships with family and yourself will suffer, sometimes greatly. I know this firsthand.

While I dropped a lot of things from my sometimes unreasonable standards I did decide where my line was and stuck to it. There was one project that I steadfastly refused to rush, skimp on, reduce or limit and I held fast to that. There were a handful of people who I also would ensure they had my fullest attention whenever I met with them no matter what. These were staff or students whom I would give priority to over anything else and I hoped would never feel that I rushed them or ignored them. That was the price of my soul. When career demands started to haggle with me on this price most vociferously, I knew it was time to go. You need to know when your time to go is or be prepared to hold your price.

9. Treat your gas tank like you would handle winter driving conditions (always leave something in the tank). Going all out is something of myth — “give it 110%”, “winners never quit”, “give it your all”. It never stops. When I started, there were a few “quiet times of year” in the academic calendar. Usually early November, January and February, May and July. Now, that doesn’t exist. New Year’s Eve between 11pm and 1am is about it for quiet in the life of an academic. You can keep on going all the time if you allow work to drive your life and demand you use the full tank of gas. The emails rarely stop, the funding opportunities are never-ending, and there are always manuscripts to write, read and review. No matter what kind of joy you derive from your work, always leave something in reserve. Just like winter driving in Canada — you need a little gas left in the tank both for safety, but to ensure that your fuel lines don’t freeze (see supply lines issue above).

I, too often, gave it my all and suffered for it. By “all” I don’t mean hold back creative energy, passion, enthusiasm, or yourself, but rather make sure that you can replenish what you have in whatever way possible. Take a day (or a few) off, read for fun, or exercise (see next point). It need not be a lot, but do something to leave something in the tank and know when you’re getting low. You’ll always be asked to give more; resist.

10. Get out…a lot. Exercise. No really, do it. See movies, listen to music, watch plays, get physical with people in any way appropriate and possible. Use your body, mind and soul to extend outside of your work. See the world that you’re trying to influence even if that influence is a long way from the lab bench you work at or theoretical proposition you are putting forth. My biggest failings were letting work take over too often and neglecting the parts of myself that were important. Your important others — partners, children, friends, pets — will let you know in obvious or subtle ways that you’re neglecting them, but that message can only be heard if you are attentive. As for yourself? That’s even harder as the internal voice can be easily squelched or rationalized out. And if you lose yourself, you’re not much to anyone else.

What makes academic work so insidious from a self-care standpoint is that there are rewards for working hard – more grants, more publications, more recognition — but as you’ll not from #4, the yellow brick road only leads to Oz.

If you’ve read this far, you are either determined to learn about academia or in need of much more to read in your life. So if you are looking for something a little more inspirational, I would recommend the following:

PhD Comics. Yorge Cham’s delightful take on academia is so funny because it is so close to reality.

Dance Your PhD: There are a lot of efforts out there to make even the most arcane subject matter entertaining. Scour the web and delight in some of the most ridiculous things you’ll see tied to your dissertation topic and its a few minutes — or hours — well wasted.

An academic life is not for everyone, but it can be a wonderful space if you’re prepared. Do your research (on the job itself), be true to yourself and those close to you, and get supports. If you do and bring a smile to your day, you’ll probably do OK in this life.


(Un)Building a Mystery: Peeking Behind the Curtain in the Academic Land of Oz

Mystery by UK Tara

The gap between what academics do and what those outside of the academy think they do is enormous. The mysteriousness and elite status that universities enjoy may actually serve to undermine the very values of inquiry and education that it seeks to promote. In this second in series of posts on academic life, I take you  behind the curtain of Academic Land of Oz to illustrate what life for at least one professor looks like.

‘Cause you’re working
Building a mystery
Holding on and holding it in
Yeah you’re working
Building a mystery
And choosing so carefully

- Sarah McLachlan, Building a Mystery, from the album Surfacing

The academic world has been my home for my entire adult life and one that I helped to build and shape along with my peers with the aim of making a contribution to our collective knowledge, the education of (mostly) young professionals, and hopefully enriching all of our lives along the way with insight drawn from research. This is what the public thinks happens in universities and, to a large extent, they are right. But the way this is done, the roles people play, and the manner in which the academic system is designed and operates is as much of a mystery you will find in our society. But perhaps its time to (un)build it**.

And unlike the Wizard of Oz, this mystery does more to harm those both building it and experiencing it from the outside. How? In part, because times are changing quickly and public institutions along with it. When times are tight, there is little appetite to support professors sitting in their offices, thinking deep thoughts, doing research that has tangential value for society, teaching badly to undergrads and only to small groups of grad students, and taking four months off in the summer and three during the December holidays.

The first part of the problem is that this perception is widely off the mark from reality.

The second part is that universities seem to be doing a poor job of correcting this perception.

For starters, universities are investing a lot less in faculty than people think. In my six years, my university itself only picked up only a small portion of my salary. The rest was through a philanthropic donation, salary awards I earned from both government-funded research programs (e.g., the Canadian Institutes of Health Research), contracts with community service groups, or sometimes from grants. Unlike other countries, Canada doesn’t have a system where investigators can easily draw a salary from the operating grants they receive. Thus, I could afford research assistants, equipment and travel, so long as I didn’t get paid.

To cover this, I had to get separate career awards to pay for my salary and as these awards typically covered less than 50% of my wage, I needed multiple revenue streams at the same time. This meant writing 2-3 times the number of grants that a tenured faculty would have to write. To make matters worse, there are a lot more people in my position than there are tenured faculty so the competition was and is stiff.

In the current CAUT Bulletin, Tom Booth writes about this further in the context of academic freedom and the US system:

It is disturbing to note that only 41 per cent of faculty members in universities in the U.S. are tenured or tenure stream. The majority of those will be retiring in the next 10 years and unless the current trend to replace tenured academic staff with non-tenure track appointments is reversed, the next decade will likely see tenured faculty representing only 20 per cent of American university teaching and research staff.

Earlier research by Harold Bauder (PDF) on academic labour segmentation in Canada found, among other things:

In Canada, academic labour has been depreciating over the previous decades. For example, faculty salaries declined relative to total expenditures of universities, from more than 31 percent in the late 1970s to roughly 19 percent in 2004 (CAUT, 2006, 4). In addition, the faculty-student ratio at Canadian universities has changed. While in the 1992-1993 academic year there were on average only 18.8 full-time students for every full-time faculty member, eleven years later there were 23.7 (CAUT, 2006, 51).

For more on the problematic faculty math in Canada, check out the CAUT’s report on the state of university teaching (PDF).

But the research side of the equation isn’t faring much better. Last February I profiled the declining state of things in the United States, which is mirroring Canada. Scientists Johannes Wheeldon and Richard Gordon recently pointed this out in a column in the Huffington Post, stating:

The role of research funding to an academic’s career has never been more important, and yet there is an emerging consensus that the way we organize our system of research grants is broken. While concerns about Canada’s model of research funding are longstanding, in recent years they have become increasingly stark. These include perpetual underfundingcharges of bias, and an over-reliance on the peer review system, which favours orthodoxy over innovation.

In short: if you’re a young researcher your share of the funding pie is smaller than ever. If you want to innovate, your prospects are even worse.

Yes, but what about academic freedom? That does exist, for now. In all my years at my university my boss (the Chair or Director) came to visit me only a handful of times. No one checks when I arrive or leave, nobody even cares if I work from home or a desert island. As long as I show up for my teaching duties, respect academic procedures, and continue to produce good research, the university system doesn’t much care what I do with my day-to-day activities. That is a real blessing and supports creative thinking about big problems.

Yet, while I could sleep in almost any day, I never did. I could take a long weekend anytime, but instead was in the office. Visiting a cottage? Sure, so long as there was Internet access and plugs for a laptop. See the world! — just make sure you keep on top of your email. Family time is wonderful as long as there’s time to write before and after. My average workweek was 90 hours for the past two years. And while work does inspire me, too much of anything is not good for long periods of time. Oh yes, and did I mention that I study health promotion? The power of social norms, and of what Pierre Bourdieu calls habitus, is akin to the Death Star‘s tractor beam, only you don’t see it; it’s deep within us.

None of these were enforced activities, but they are the norm. My faculty colleagues — young and old, tenured or not — work long hours all year. The system is set up for it. For example, the Tri-Council grants in Canada — SSHRC, CIHR, and NSERC – and many of the major health charities that fund research all have deadlines that require registration (pre-proposals) at times between August 15th and October 30th, which happens to coincide with things like: 1) summer vacation for most North Americans and Europeans (in August and the months before when you organize the research plan), 2) start of classes and the academic year, 3) orientation of new students, and 4) student awards and bursaries (for which we serve as referees to write letters of support). Just try and get a date for anything longer than lunch with an academic doing research during this time.

Grading? Our exams and papers are due at my institution on December 21, which means Hanukah, Christmas, Kwanzaa, and New Years Day are all grading holidays. Pass the gravy on this turkey.

And we are the ones who invented this system!

None of what I am writing is meant to garner sympathy for me personally. I made these choices in my career with a hope it would lead to something good for the world, myself and those I care about. Sometimes I succeeded and others not, but they were my choices that I live with, whether wise or not. What I am doing is trying to paint the picture for others about the environment that I and other faculty and staff like me live in every day. This is not the idyllic life that the public thinks it is. And while the professor is still among the most respected professions out there, it will fall flat if times get tight and people are looking for more for less and we faculty are seen (misguidedly) as having more while others have less.

But what about pay? That’s a tricky one. I get a wage that I have no complaints about in absolute terms. I make well above the Canadian average, but not something that is anywhere close to being indexed to education. Considering I have 16 years of post-secondary education (education that I paid to have), I could have done a lot better going into other fields. But as a wise colleague of mine once said about pay in professor-dom: “you won’t get rich, but you’ll never be poor” . That counts for something.

At the same time, on an hourly basis, my pay goes downhill. And at some point, time becomes worth far more than anything I have to offer financially. I also have the support to spend money on my job. Indeed, teaching supplies, continuous learning, staff rewards (and continued education for them), and the incidentals from the job cost money for which there are few mechanism to pay from in most traditional centres. They come from somewhere and that’s the faculty member’s pocket, just as elementary and secondary school teachers often pay for school supplies. We believe so strongly in what we do we’ll do it without recognition or compensation.

We are a tribe that is as foreign to the public as the San people in Africa were to the first European explorers. But like a tribe  we have behaviours that are not always pro-social.

Academia has been considered gang-like in its behaviour:

Just as members of street gangs earn most of their livelihood from theft, academics gain most of theirs from careers. Being a member in good standing of a gang and a supergang is crucially important for advancement of one’s career. There is little chance of advancement in the academy without hard work, but flaunting membership in gang and clan can certainly supplement or even substitute for talent and intelligence. Clearly and repeatedly showing one’s loyalty to these groups can be most helpful in obtaining research grants and acceptance of publications, twin lifebloods of the academic career. – Scheff, T.J. (1995), Academic gangs. Crime, Law, and Social Change 23: 157-162.

It is a strange space to be in. Alien.

While I don’t particularly like the system we’ve created, it is what it is — today. But it can change if we — all of us — stop and pay attention to what it really is and work to make it what we want it to be. Well established institutions are hard to change because the practices within them are so deeply entrenched in a culture that is often accepted as is.

As this series unfolds, I’ll explore some more of these themes in detail.

The message to my fellow academics is this:

The modern university system has a lot of problems, yet our mandate and potential to contribute to the world through our research, teaching and social consulting is as big and needed as ever. Society needs us when we’re at our best, but we are doing more to undermine our best at our peril. We need to fix the system now otherwise forces beyond ourselves will force the changes on us in ways that may not be conducive to good scholarship, equity, and effective public service.

For those who like the system as it is, let me leave you with this quote from Guiseppe di Lampedusa’s bookThe Leopard:

 If we want things to stay as they are, things will have to change..

I don’t think we want things to stay as they are. But, we do want some things to stay the same.

This is the latest in the Alien Shores series of reflections on life in academia from one who is about to leave it.

* Photo Mystery by UKTara used under Creative Commons Licence from Deviant Art.

** and yes, I know that un-building is not correct use of the English language. But deconstruct, take down, demolish or pull apart don’t work here. I am using my academic privilege to make words up :)

Unravel the mystery and crank up Sarah McLachlan and think about what these words mean for our business…

Sarah McLachlan “Building a Mystery”: excerpt

You live in a church
Where you sleep with voodoo dolls
And you won’t give up the search
For the ghosts in the halls
You wear sandals in the snow
And a smile that won’t wash away
Can you look out the window
Without your shadow getting in the way?

You’re so beautiful
With an edge and charm
But so careful
When I’m in your arms

[Chorus]
‘Cause you’re working
Building a mystery
Holding on and holding it in
Yeah you’re working
Building a mystery
And choosing so carefully


The Alien Shores of Academia: Requiem for A Dream

Alien Shores, Alien Horizons

Aside from the church, the university remains among the oldest continuous institutions in our society.  Like the church, universities are facing challenges from massive changes in the way society views knowledge, authority and the role of the credentialed leader. This post begins a series of personal reflections looking back on a career in academia and the start of a discussion on what its future is in light of the changing landscape for science, knowledge and training the future leaders of society. 

My entire adult life I dreamt of being a professor. I loved learning, teaching, and having the honor to serve society while being around those who felt the same (and still do). No job brings those things together like a university professor. On December 31st we say goodbye to 2011 and I say farewell to this dream as I begin a life as a full-time consultant outside the university. It is one of the biggest and exciting decisions I’ve made, but is not without some mixed feelings and a sense of sadness for what was, what is, and what could be. As I transition away from this world I worked so hard to get into and dreamed of for years I take pause to consider why I am leaving and what I am leaving behind.

When I was an undergrad I chose the university as my community, volunteering on student committees, forming associations, serving in student politics, and actively engaged in health promotion through work in peer counseling, outreach and social organizing. There was a time when my entire world was the university: I lived, ate, slept, studied, exercised, socialized and worked all in one place. It felt like home. Now it feels like an alien in many respects, prompting some reflection on the reasons why.

Context

It is not surprising that I chose a course of action with my life that would keep me involved with a university through a Masters degree, a doctorate and a post-doctorate and through to a role as a professor. I have spent six years as a full-time (non-tenure-track) faculty member at a leading North American academic research university with research programs that spanned both ends of the continent and a global health program that stretched from Canada to the Middle East. Although mine was primarily a research appointment, I was highly engaged in teaching and the educational mandate of my school and had the opportunity to supervise more than two dozen Masters level trainees and many doctoral students (some of whom I am still working with). My job was funded initially through a philanthropic donation to start a program in global eHealth (3 years) and then through a combination of grants, awards and contributions from my home university (3 years). I taught exclusively at the graduate level, although occasionally was asked to do  guest lectures in undergraduate courses.

My change in status was precipitated by the unavailability of funds from my home institution to continue contributing to my salary, effectively laying me off. While I could have continued to find grant funding, there were too many other reasons to decide to change and therefore I made the choice to leave the full-time academic life. The Alien Shores series, starting here, builds on reflections I’ve made over my career (and in particular the past 18 months) drawing on conversations with professors in North America and abroad from different disciplines, and senior administrators (Department Chairs, Deans, Vice-Presidents and others). While not a formal study, the ideas presented are not exclusively my own and are designed to reflect the academy in general, even if there is greater influence from the experience at one institution. All universities have their idosyncracies, but there remain common elements that are shared across them that I intend to focus on.

My journey: The great imagination

What drew me into academia was a vision that was partly a distortion and part of it a well-crafted, well-intentioned lie.

The distortion was the image of the professor engaged with her or his students, imparting knowledge gained from thoughtful research on an eager and enthusiastic student body. The reality share some of this, but was also comprised of:

…graduate courses filled with 25, 35, 45, 85 students crammed into rooms that were designed for teaching in the 1950′s;

…student supervision loads that involved taking between 5 and 10 students a year (as a primary advisor or committee member);

…minimal administrative support for teaching or research;

…administrative responsibilities that were almost Byzantine in their complexity and task orientation;

…a student body that was exhausted and struggling to balance the demands of coursework, home life and financial pressures the like no other generation has ever seen;

…an absence of clear guidelines on what was expected of me and my peers in a culture where you’re only as good as your last publication;

A joke goes like this:

FOUR REASONS WHY GOD NEVER GOT TENURE:

1. Only one major publication …
3. No references.
3. It wasn’t published in a refereed journal.
4. May be true he created the world, but what has he done since then?

There are more reasons, but these alone point to a major problem with academia and the “what is enough?” question. There are other issues, but these ones compounded on one another to the point where I questioned what kind of impact I was having and whether I would ever be granted the resources to do the kind of work that was demanded of me.

Faculty life is challenging not just on account of the demands, but that the academic world is so alien to anything else in our society. There are few professions where one is expected to develop 5-year plans with a two year employment contract or where you earn money to give to someone else who tells you what kind of conditions you should work under. Most people think of academia as a place where most faculty are paid by the university, teach as much as research, and get four months off in the summer. Nearly all of these are false, particularly in my field of public health. More than ever, faculty are bringing in their own money, work long hours, 6-7 days/week and are lucky if they get two weeks off in the summer that are not spent checking email or writing papers.

Indeed, this is an alien place and without some better understanding on behalf of the public, funders, and stakeholders, it may serve to alienate taxpayers. Universities are hallowed institutions of higher learning and research in an age where real education is hampered by a lack of instructional intimacy due to ballooning class sizes and changes in student-teacher relations and information is easily obtained through the Internet.

I thought that these two forces could be used for positive benefit in teaching and providing better knowledge translation of my research, but I was more often wrong than I was right. The ability to get it right and to bring the sense of purpose that was once a part of the university in sync with the modern information landscape and labour force market is going to be the key to the future of the university. In the coming days, I’ll share my reflections on what this future might look like by looking to both the past and the present. Stay tuned.

Stuck in the 80's? ...the 1880's?

** Photo Alien Shores, Alien Horizons by kr428 used under Creative Commons License from Flickr.


Quid nunc cogitat? In search of a definition of design thinking

Design Thinking?

Design thinking is a concept that has gained much purchase in the creative industries and beyond, but what does it mean and does it matter?  Determining an answer to this question might mean the difference between advancing it further or ending the concept’s use altogether.

The Latin form of the question of “what is design thinking?”, quid nunc cogitat?,  asks about what is design thinking now? It implies a sense that design thinking is a moveable, dynamic concept and might better illustrate its true nature than trying to develop a singular definition.

I’ve been struck by the concept of design thinking for some time and this week I began a two-year journey towards a Masters degree in design at OCAD University in Toronto where the concept will be placed at the centre of the curriculum. Perhaps not surprisingly, the first course of the program is Business and Design Thinking. This was the first week of classes and after spending a few days with my classmates it might be expected that this group of mid-career professionals interested in design thinking might have a clear idea of what it is that sits at the centre of their studies, but that hasn’t been the case.

Nor was it the case a few weeks ago at the Design Thinking unconference that I posted on earlier where people from across North America (and beyond) gathered to spend two days discussing the subject. It seems that no matter where I look, whatever books I read, the answer to the question of what is design thinking seems elusive. All these design thinkers and no definition to unite them.

The simplest answer to the question of what it is might be : it is what designers think about when they work.

And a designer might be: anyone who creates something with a conscious intent.

While these might suffice for cocktail parties, they are unsatisfying to those of us who seek to explore the concept of design thinking further than the hors d’oeuvre tray.

Among the best examples of what design thinking is about are conveyed through metaphors, like the Periodic Table of Design (twice!) or the design enzyme, both by social designer Andrea Yip. Roger Martin and others have considered design thinking to be a form of abductive reasoning around complex problem solving. Richard Buchanan suggests that this is the kind of thinking that is applied to wicked problems.

These examples either illustrate the concepts in specific terms or generalized ways of thinking, but do not in themselves provide a definition of design thinking. It seems we are very good at delineating the key elements of design thinking (Andrea Yip), the ways of approaching design problems (Roger Martin) or defining the types of problems that design thinking works best at addressing (see Richard Buchanan), but we are less good at saying what it is.

Perhaps we are left with the paradoxical answer and question posed by Faith No More

What is it? It’s it.

Sudhir Desai has argued that we need terms that have little or no prior meaning to define what design thinking is, lest we risk creating more confusion resulting from pre-conceptions like the words “design” (design what?) and “thinking” (isn’t it about ‘doing’ things too?). Taken further, this argument suggests that we will not find a suitable definition using the existing terms.

I am not so sure. There is another road to take. Consider DT’s close peer, systems thinking. Although not uncontested, many systems thinkers and scientists agree that systems thinking refers to a class of theories, methods and tools that address systems-level issues in a coherent manner. Complexity science, system dynamics, soft-systems methodologies, and cybernetics are among the fields that fall under the broader systems thinking rubric. This organization is best articulated in Michael Jackson’s 2003 book on Systems Thinking, cited in the Censemaking library.

Another good example (also in the library) is the work by evaluators Bob Williams and Richard Hummelbrunner on systems concepts in action. In this concise and articulate work, the authors illustrate the various concepts that fall within the larger realm of systems thinking in a manner that allows people to appreciate the breadth and depth of the concept and its multiple ways of understanding systems.

Design thinking may be ready to make the leap to this style of conceptualization. Rather than seek to kill the term and replace it with something else, as some have argued, perhaps its time to expand it while putting the effort forward towards articulating its components and the relations between them rather than seeking to come up with a gold-standard definition that suits everyone. The latter idea is one that has already suggested its doomed to fail.

Using this example,  design thinking might be ripe to be re-defined as an umbrella term to support concepts like human factors design, plan-do-study-act approaches to change, and strategic foresight. Rather than design thinking be conceived of as a specific thing, it might be better off described as a set of things of which design and thinking are two of the central, unifying features.

Leaving my first full day of school, I walked a classmate to the subway and we discussed this fuzziness with the term and, prior to us parting said “it really is making things with some intent behind it, isn’t it?” to which the response was “yeah, pretty much “. Behind what seemed like a pat answer on both of our parts is a sense that we know design thinking is real and offers something of value that other concepts do not. That is the reason why the search for a definition is important and why this is not just an academic exercise in semantics, but a larger journey for understanding the role creativity plays in finding and addressing problematic issues and how we can better tackle them all.

So perhaps the new definition for design thinking now is: it is what creative people seek to find a definition for.


Standing Out / Outstanding: The Standards Problem

Building up to be unique...just like everyone else?

Human service providers live in paradox by stressing best practices while wishing for some recognition of the unique qualities that they bring. Can being unique be the standard we need?

Recently, I was with a colleague discussing the challenges that universities are facing with respect to the twin issues of curtailing costs and expanding revenues. Standing out is getting to be more important than ever.

What captured our attention was the great irony that we are at a time when there is such a great drive to standardize when the marketplace is so crowded. The very competitive advantage that comes with being unique is being subsumed under pressure to be like everyone else.

In education, health sciences, and social and human services we are seeing this remarkable drive towards things such as accreditation of programs, implementation of best practices throughout the curriculum, and certification of activities that once did not require it. The underpinning logic is that having some kind of benchmark and standard that all programs or activities of a similar nature can adhere to will ensure that there is sufficient quality for the consumer of such programs.

While there are certainly activities where standards and consistency work well (for example, I don’t really want the pilot of my next flight expressing his creativity through the way he maneuvers the airplane), these standards or best practices are based on a view that the world is relatively simple, or a least principally ordered. The Cynefin Framework can help identify certain conditions where these type of systems thrive.

However, in fields like health promotion, community psychology, the arts, much of social work, and those working in the open systems found in communities and many organizations, order is a fleeting condition and unstable.

To be good at what you do in these domains, whether it is hosting a design charrette or doing community-based research, one has to pay considerable attention to subtle difference and adjust a strategy accordingly. This customization of activity — which does not require a wholesale abandonment of what has been done before  - are the very things that signify empathy, create connection, and represent a true mark of competence in this domain. Being different across settings and conditions — standing out — is what makes a service outstanding.

This tension or paradox is something that could benefit from much more exploration and might serve as something for universities and professions to consider taking seriously. Ironically, the establishment of much of what “best practice” seeks to achieve might be accomplished through celebrating difference.

** Photo Unique by rossaroni used under Creative Commons License from Flickr


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