Wow!!

I almost can't believe it. Finally, after 17 years of research and writing, I'm finally a published author.

Today is the day!

It's kind of funny really.

When I began this journey back in 1997 I had a well-paying job running a leadership-development product line, building multimedia simulations, and managing and working with a bunch of great folks.

As I looked around the training-and-development field — that's what we called it back then — I saw that we jumped from one fad to another and held on sanctimoniously to learning methods that didn't work that well. I concluded that what was needed was someone to play a role in bridging the gap between the research side and the practice side.

I had a very naive idea about how I might help. I thought the field needed a book that would specify the fundamental learning factors that should be baked into every learning design. I thought I could write such a book in two or three years, that I'd get it published, that consulting gigs would roll in, that I'd make good money, that I'd make a difference.

Hah! The blind optimism of youth and entrepreneurship!

I've now written over 700 pages on THAT book…without an end in sight.

 

How The Smile-Sheet Book Got its Start

Back in 2007, as I was mucking around in the learning research, I began to see biases in how we were measuring learning. I noticed, for instance, that we always measured at the top of the learning curve, before the forgetting curve had even begun. We measured with trivial multiple-choice questions on definitions and terminology — when these clearly had very little relevance for on-the-job performance. I wrote a research-to-practice report on these learning measurement biases and suddenly I was getting invited to give keynotes…

In my BIG book, I wrote hundreds of paragraphs on learning measurement. I talked about our learning-measurement blind spots to clients, at conferences, and on my blog.

Where feedback is the lifeblood of improvement, we as learning professionals were getting very little good feedback. We were practicing in the dark.

I'd also come to ruminate on the meta-analytic research findings that showed that traditional smile sheets were virtually uncorrelated with learning results. If smile sheets were feeding us bad information, maybe we should just stop using them.

It was about three or four years ago that I saw a big client get terrible advice about their smile sheets from a well-known learning-measurement vendor. And, of course, because the vendor had an industry-wide reputation, the client almost couldn't help buying into their poor smile-sheet designs.

I concluded that smile-sheets were NOT going away. They were too entrenched and there were some good reasons to use them.

I also concluded that smile sheets could be designed to be more effective, more aligned with the research on learning, and designed to better support learners in making smile-sheet decisions.

I decided to write a shorter book than the aforementioned BIG book. That was about 2.5 years ago.

I wrote a draft of the book and I knew I had something. I got feedback from learning-measurement luminaries like Rob Brinkerhoff, Jack Phillips, and Bill Coscarelli. I got feedback from learning gurus Julie Dirksen, Clark Quinn, and Adam Neaman. I made major improvement based on the feedback from these wonderful folks. The book then went through several rounds of top-tier editing, making it a much better read. 

As the publication process unfolded, I realized that I didn't have enough money on hand to fund the printing of the book. Kickstarter and 227 people raised their hands to help, reserving over 300 books in return for their generous Kickstarter contributions. I will be forever indepted to them.

Others reached out to help as well, from people on my newsletter list, to my beloved clients, to folks in trade organizations and publications, to people I've met through the years, to people I haven't met, to followers on Twitter, to the industry luminaries who agreed to write testimonials after getting advanced drafts of the book, to family members, to friends.

Today, all the hard work, all the research, all the client work, all the love and support comes together for me in gratitude.

Thank you!

 

= Will Thalheimer

 

P.S. To learn more about the book, or buy it:  SmileSheets.com

 

 

21st December 2015

Neon Elephant Award Announcement

Dr. Will Thalheimer of Work-Learning Research announces the winner of the 2015 Neon Elephant Award, given this year to Julie Dirksen for her book, Design for How People Learn — just recently released in its second edition. Julie does an incredible job bridging the gap between research and learning practice. Based on decades of working with clients in building learning interventions, Julie utilizes her practical experience  to draw wisdom from the learning research. Her book is wonderfully written and illustrated, utilizes research in a practical way, and covers the most critical leverage points for learning effectiveness. Julie speaks with a voice that is authentic and experienced, providing a soothing guidebook for those who dare to learn the truth and complexities of learning design.

Click here to learn more about the Neon Elephant Award…

 

2015 Award Winner – Julie Dirksen

Julie Dirksen is the principal at Usable Learning, providing consulting services in learning strategy and design. For almost two decades, Julie has been working in the workplace learning-and-performance field; playing roles such as instructional designer, elearning developer, university instructor, learning strategist, keynote speaker, and consultant. Julie is one of the leading voices in our field in recommending research-based learning design and is one of the authors of the Serious eLearning Manifesto.

 

Why Honored?

Julie Dirksen is honored this year for her book, Design for How People Learn, and for her ongoing work bringing research wisdom to learning design. By creating this book, and updating it just this month, Julie has built a foundational platform to help people get a full and accurate view of learning design. Amazon reviewers speak warmly about how valuable and accessible they find the book.

Like last year’s award winners — Brown, Roediger, and McDaniel; authors of Make it Stick: The Science of Successful Learning — Dirksen excels in the difficult work of research translation. Julie’s unique value-add is that she speaks from years of experience as an instructional designer and learning strategist. When we read her book we feel led by a wise and experienced savant — someone who has an incredible depth of practical experience.

For her efforts sharing practical research-based insights on learning design, the workplace learning-and-performance field owes a grateful thanks to Julie Dirksen.

 

Some Key Links:

 

Click here to learn more about the Neon Elephant Award…

Over the last year or so I’ve been doing a lot of thinking about learning at conferences. I’ve also taken to the conferences-on-conferences circuit to speak on the issue.

All too often, conference speakers don’t follow science-of-learning prescriptions. Conference sessions may make the audience happy, but may not provide the kinds of supports that help people remember and apply what they’ve learned.

This is bad for conference attendees and their organizations — because they never realize the benefits of what was learned. But it’s also bad for conference organizers as well — because their customers may not be getting all the value they might be getting.

A few days ago, Michelle Russell, editor at Convene Magazine, wrote a great article on implementing the science of learning in conferences. She interviewed me and Peter C. Brown, co-author of the wonderful book, Make it Stick, and winner of the Neon-Elephant Award last year.

Here’s Michelle’s Article:

It’s a great read. Michelle does amazing work. I recommend you read the article now and then leave your reflections here so we can get a conversation started.

Making changes to conference learning is not easy. Traditions and expectations push against innovations. Still, in attending several recent conferences, I’ve noticed some very different formats being used to great acclaim.

Jeff Hurt

My go-to expert on conference learning is Jeff Hurt of Velvet Chainsaw. Indeed, it was Jeff who got me thinking seriously about conference learning. We’ve even co-presented on the topic a number of times.

Here are two blog post by Jeff that describe typical dangerous assumptions about conference learning:

Improving Keynotes

Here’s an article I wrote on how to improve the learning benefits of Keynotes:

Learning Coaches

In Michelle’s article above, Peter C. Brown recommended that conferences have learning coaches to help support speakers and attendees in learning. I’d love to take on that task.

And I’m curious. Have you seen anyone play that role? What works? What doesn’t?

 

What are Your Reflections on Conference Learning?

Also, I’m wondering what your experiences are around learning at conferences…Leave comments below…

Note: Pilot is Over… Post kept for historical reasons only…

 

Organizations Wanted to Pilot Leadership-Development Subscription Learning!!

I am looking for organizations who are interested in piloting subscription learning as a tool to aid in developing their managers and energizing their senior management’s strategic initiatives.

To read more about the benefits and possibilities for subscription learning and leadership development, read my article posted on the ATD (Association for Talent Development) website.

Potential Benefits

  • Reinforce concepts learned to ensure remembering and application.
  • Drive management behaviors through ongoing communications.
  • Utilize the scientifically-verified spacing effect to boost learning.
  • Enable dialogue between your senior leaders and your developing managers.
  • Inculcate organizational values through scenario-based reflection.
  • Prompt organizational initiatives through your management cadre.
  • Engage in organizational learning, promoting cycles of reinforcement.
  • Utilize and pilot test new technologies, boosting motivation.
  • Utilize the power of subscription learning before your competitors do.

Potential Difficulties

  • Pilot efforts may face technical difficulties and unforeseen obstacles.

Why Will Thalheimer and Work-Learning Research, Inc.?

  • Experienced leadership-development trainer
  • Previously ran leadership-development product line (Leading for Business Results)
  • Leader in the use of scenario-based questions
  • Experienced in using subscription learning
  • Devoted to evidence-based practices
  • Extensive experience in practical use of learning research

Why Now?

  • Subscription-learning tools are available.
  • Mobile-learning is gaining traction.
  • Substantial discounts for pilot organizations.

Next Steps!!

  • Sorry, the pilot is over…

 

Mary V. Spiers, professor of psychology (and neuropsychologist) at one of my Alma Maters, Drexel University, has created a brilliant website to clarify the psychological science depicted in the movies.

You must check this out:

I love the review of Finding Nemo. Do you remember Dory, the amnesic sidekick? http://www.neuropsyfi.com/reviews/finding-nemo

For another movie I really enjoyed, Memento, the reviewers point out both the ways in which the movie is accurate in reporting on anterograde amnesia, and inaccurate. http://www.neuropsyfi.com/reviews/memento

The website also has a page devoted to brain science, with information you can actually trust — instead of some of the hyped stuff you might have seen from vendors in the learning field.

 

ASAE, The Center for Association Leadership, is running The Great Ideas Conference in Orlando from March 8-10th.

One of the tracks of the conference is focused on learning. The track is called "Next Generation Learning" and includes an incredible array of great speakers and sessions (I'll be leading a session on getting better data from learning events). Jeff Hurt will MC the event and will lead a capstone session weaving together themes from all the sessions. Tracy King has organized the track and will kick off the event with a session with Aaron Wolowiec on the learning brain. All the great speakers and sessions are listed below.

If you're tweeting this event, use the following two hashtags:

  • #ideas15
  • #NGL

ROOM FOR THE NEXT GENERATION LEARNING TRACK:

  • Windermere Y

 

SCHEDULE FOR NEXT GENERATION LEARNING TRACK:

Sunday, March 8

4:15 PM – 5:15 PM
Next Generation Learning: The Learning Brain & Implications for Course Design
Tracy King & Aaron Wolowiec
 

Monday, March 9

9:00 AM – 10:00 AM
Next Generation Learning: Extreme Engagement: Choose Your Own Adventure
Kristi Sanders

10:30 AM – 11:30 AM
Next Generation Learning: EdTech Partnerships That Work
Anne Blouin, Reggie Henry Kiki L'Italien, Victor Leon, & Myke Kudlas

1:00 PM – 2:00 PM
Next Generation Learning: Using the Power of Conversation to Enhance Learning
Kathi Edwards

2:30 PM – 3:30 PM
Next Generation Learning: Learning Environment Innovations
Jeff Hurt

4:00 PM – 5:00 PM
Next Generation Learning: Getting Better Data from Your Learning Events
Will Thalheimer

Tuesday, March 10

10:30 AM – 11:30 AM
Next Generation Learning: What Just Happened in Next Gen Learning? A Capstone Session
Jeff Hurt

The Danger

Have you ever seen the following “research” presented to demonstrate some truth about human learning?

Unfortunately, all of the above diagrams are evangelizing misleading information. Worse, these fabrications have been rampant over the last two or three decades—and seem to have accelerated during the age of the internet. Indeed, a Google image search for “Dale’s Cone” produces about 80% misleading information, as you can see below from a recent search.

Search 2015:

 

Search 2017:

 

This proliferation is a truly dangerous and heinous result of incompetence, deceit, confirmatory bias, greed, and other nefarious human tendencies.

It is also hurting learners throughout the world—and it must be stopped. Each of us has a responsibility in this regard.

 

New Research

Fortunately, a group of tireless researchers—who I’ve had the honor of collaborating with—has put a wooden stake through the dark heart of this demon. In the most recent addition of the scientific journal Educational Technology, Deepak Subramony, Michael Molenda, Anthony Betrus, and I (my contribution was small) produced four articles on the dangers of this misinformation and the genesis of it. After working separately over the years to debunk this bit of mythology, the four of us have come together in a joint effort to rally the troops—people like you, dedicated professionals who want to create the best outcomes for your learners.

Here are the citations for the four articles. Later, I will have a synopsis of each article.

Subramony, D., Molenda, M., Betrus, A., and Thalheimer, W. (2014). The Mythical Retention Chart and the Corruption of Dale’s Cone of Experience. Educational Technology, Nov/Dec 2014, 54(6), 6-16.

Subramony, D., Molenda, M., Betrus, A., and Thalheimer, W. (2014). Previous Attempts to Debunk the Mythical Retention Chart and Corrupted Dale’s Cone. Educational Technology, Nov/Dec 2014, 54(6), 17-21.

Subramony, D., Molenda, M., Betrus, A., and Thalheimer, W. (2014). The Good, the Bad, and the Ugly: A Bibliographic Essay on the Corrupted Cone. Educational Technology, Nov/Dec 2014, 54(6), 22-31.

Subramony, D., Molenda, M., Betrus, A., and Thalheimer, W. (2014). Timeline of the Mythical Retention Chart and Corrupted Dale’s Cone. Educational Technology, Nov/Dec 2014, 54(6), 31-24.

Many thanks to Lawrence Lipsitz, the editor of Educational Technology, for his support, encouragement, and efforts in making this possible!

To get a copy of the “Special Issue” or to subscribe to Educational Technology, go to this website. (Note, 2017: I don’t think the journal is being published anymore.)

 

The Background

There are two separate memes we are debunking, what we’ve labeled (1) the mythical retention chart and (2) the corruption of Dale’s Cone of Experience. As you will see—or might have noticed in the images I previously shared—the two have often be comingled.

Here is an example of the mythical retention chart:

 

Oftentimes though, this is presented in text:

“People Remember:

  • 10 percent of what they read;
  • 20 percent of what they hear;
  • 30 percent of what they see;
  • 50 percent of what they see and hear;
  • 70 percent of what they say; and
  • 90 percent of what they do and say

Note that the numbers proffered are not always the same, nor are the factors alleged to spur learning. So, for example, you can see that on the graphic, people are said to remember 30 percent of what they hear, but in the text, the percentage is 20 percent. In the graphic, people remember 80 percent when they are collaborating, but in the text they remember 70% of what they SAY. I’ve looked at hundreds of examples, and the variety is staggering.

Most importantly, the numbers do NOT provide good guidance for learning design, as I will detail later.

Here is a photocopied image of the original Dale’s Cone:

Edgar Dale (1900-1985) was an American educator who is best known for developing “Dale’s Cone of Experience” (the cone above) and for his work on how to incorporate audio-visual materials into the classroom learning experience. The image above was photocopied directly from his book, Audio-visual methods in teaching (from the 1969 edition).

 

You’ll note that Dale included no numbers in his cone. He also warned his readers not to take the cone too literally.

Unfortunately, someone somewhere decided to add the misleading numbers. Here are two more examples:

 

I include these two examples to make two points. First, note how one person clearly stole from the other one. Second, note how sloppy these fabricators are. They include a Confucius quote that directly contradicts what the numbers say. On the left side of the visuals, Confucius is purported to say that hearing is better than seeing, while the numbers on the right of the visuals say that seeing is better than hearing. And, by the way, Confucius did not actually say what he is being alleged to have said! What seems clear from looking at these and other examples is that people don’t do their due diligence—their ends seems to justify their means—and they are damn sloppy, suggesting that they don’t think their audiences will examine their arguments closely.

By the way, these deceptions are not restricted to the English-speaking world:

 

Intro to the Special Issue of Educational Technology

As Deepak Subramony and Michael Molenda say in the introduction to the Special Issue of Educational Technology, the four articles presented seek to provide a “comprehensive and complete analysis of the issues surrounding these tortured constructs.” They also provide “extensive supporting material necessary to present a comprehensive refutation of the aforementioned attempts to corrupt Dale’s original model.”

In the concluding notes to the introduction, Subramony and Molenda leave us with a somewhat dystopian view of information trajectory in the internet age. “In today’s Information Age it is immensely difficult, if not practically impossible, to contain the spread of bad ideas within cyberspace. As we speak, the corrupted cone and its attendant “data” are akin to a living organism—a virtual 21st century plague—that continues to spread and mutate all over the World Wide Web, most recently to China. It therefore seems logical—and responsible—on our part that we would ourselves endeavor to continue our efforts to combat this vexing misinformation on the Web as well.”

Later, I will provide a section on what we can all do to help debunk the myths and inaccuracies imbedded in these fabrications.

Now, I provide a synopsis of each article in the Special Edition.


Synopsis of First Article:

Citation:
Subramony, D., Molenda, M., Betrus, A., and Thalheimer, W. (2014). The Mythical Retention Chart and the Corruption of Dale’s Cone of Experience. Educational Technology, Nov/Dec 2014, 54(6), 6-16.

The authors point out that, “Learners—both face-to-face and distant—in classrooms, training centers, or homes are being subjected to lessons designed according to principles that are both unreliable and invalid. In any profession this would be called malpractice.” (p. 6).

The article makes four claims.

Claim 1: The Data in the Retention Chart is Not Credible

First, there is no body of research that supports the data presented in the many forms of the retention chart. That is, there is no scientific data—or other data—that supports the claim that People Remember some percentage of what they learned. Interestingly, where people have relied on research citations from 1943, 1947, 1963, and 1967 as the defining research when they cite the source of their data, the numbers—10%, 20%, 30% and so on—actually appeared as early as 1914 and 1922—when they were presented as information long known. A few years ago, I compiled research on actual percentages of remembering. You can access it here.

Second, the fact that the numbers all are divisible by 5 or 10 makes it obvious to anyone who has done research that these are not numbers derived by actual research. Human variability precludes round numbers. In addition, as pointed out as early at 1978 by Dwyer, there is the question of how the data were derived—what were learners actually asked to do? Note for example that the retention chart data always measures—among other things—how much people remember by reading, hearing, and seeing. How people could read without seeing is an obvious confusion. What are people doing when they only see and don’t read or listen? Also problematic is how you’d create a fair test to compare situations where learners listened or watched something. Are they tested on different tests (one where they see and one where they listen), which seems to allow bias or are they tested on the same test, in which case on group would be at a disadvantage because they aren’t taking a test in the same context in which they learned.

Third, the data portrayed don’t relate to any other research in the scientific literature on learning. As the authors write, “There is within educational psychology a voluminous literature on remembering and learning from various mediated experiences. Nowhere in this literature is there any summary of findings that remotely resembles the fictitious retention chart.” (p. 8)

Finally, as the author’s say, “Making sense of the retention chart is made nearly impossible by the varying presentations of the data, the numbers in the chart being a moving target, altered by the users to fit their individual biases about desirable training methods.” (p. 9).

Claim 2: Dale’s Cone is Misused.

Dale’s Cone of Experience is a visual depiction that portrays more concrete learning experiences at the bottom of the cone and more abstract experiences at the top of the cone. As the authors write, “The cone shape was meant to convey the gradual loss of sensory information” (p. 9) in the learning experiences as one moved from lower to higher levels on the cone.

“The root of all the perversions of the Cone is the assumption that the Cone is meant to be a prescriptive guide. Dale definitely intended the Cone to be descriptive—a classification system, not a road map for lesson planning.” (p. 10)

Claim 3: Combining the Retention Chart Data with Dale’s Cone

“The mythical retention data and the concrete-to-abstract cone evolved separately throughout the 1900’s, as illustrated in [the fourth article] ‘Timeline of the Mythical Retention Chart and Corrupted Dale’s Cone.’ At some point, probably around 1970, some errant soul—or perhaps more than one person—had the regrettable idea of overlaying the dubious retention data on top of Dale’s Cone of Experience.” (p. 11). We call this concoction the corrupted cone.

“What we do know is that over the succeeding years [after the original corruption] the corrupted cone spread widely from one source to another, not in scholarly publications—where someone might have asked hard questions about sources—but in ephemeral materials, such as handouts and slides used in teaching or manuals used in military or corporate training.” (p. 11-12).

“With the growth of the Internet, the World Wide Web, after 1993 this attractive nuisance spread rapidly, even virally. Imagine the retention data as a rapidly mutating virus and Dale’s Cone as a host; then imagine the World Wide Web as a bathhouse. Imagine the variety of mutations and their resistance to antiviral treatment. A Google Search in 2014 revealed 11,000 hits for ‘Dale’s Cone,’ 14,500 for ‘Cone of Learning,’ and 176,000 for ‘Cone of Experience.’ And virtually all of them are corrupted or fallacious representations of the original Dale’s cone. It just might be the most widespread pedagogical myth in the history of Western civilization!” (p. 11).

Claim 4: Murky Provenance

People who present the fallacious retention data and/or the corrupted cone often cite other sources—that might seem authoritative. Dozens of attributions have been made over the years, but several sources appear over and over, including the following:

  • Edgar Dale
  • Wiman & Meierhenry
  • Bruce Nyland
  • Various oil companies (Mobil, Standard Oil, Socony-Vacuum Oil, etc.)
  • NTL Institute
  • William Glasser
  • British Audio-Visual Society
  • Chi, Bassok, Lewis, Reimann, & Glaser (1989).

Unfortunately, none of these sources are real sources. They are false.

Conclusion:

“The retention chart cannot be supported in terms of scientific validity or logical interpretability. The Cone of Experience, created by Edgar Dale in 1946, makes no claim of scientific grounding, and its utility as a prescriptive theory is thoroughly unjustified.” (p. 15)

“No qualified scholar would endorse the use of this mish-mash as a guide to either research or design of learning environments. Nevertheless, [the corrupted cone] obviously has an allure that surpasses logical considerations. Clearly, it says something that many people want to hear. It reduces the complexity of media and method selection to a simple and easy to remember formula. It can thus be used to support a bias toward whatever learning methodology might be in vogue. Users seem to employ it as pseudo-scientific justification for their own preferences about media and methods.” (p. 15)


Synopsis of Second Article:

Citation:
Subramony, D., Molenda, M., Betrus, A., and Thalheimer, W. (2014). Previous Attempts to Debunk the Mythical Retention Chart and Corrupted Dale’s Cone. Educational Technology, Nov/Dec 2014, 54(6), 17-21.

The authors point to earlier attempts to debunk the mythical retention data and the corrupted cone. “Critics have been attempting to debunk the mythical retention chart at least since 1971. The earliest critics, David Curl and Frank Dwyer, were addressing just the retention data.  Beginning around 2002, a new generation of critics has taken on the illegitimate combination of the retention chart and Edgar Dale’s Cone of Experience – the corrupted cone.” (p. 17).

Interestingly, we only found two people who attempted to debunk the retention “data” before 2000. This could be because we failed to find other examples that existed, or it might just be because there weren’t that many examples of people sharing the bad information.

Starting in about 2002, we noticed many sources of refutation. I suspect this has to do with two things. First, it is easier to quickly search human activity in the internet age, giving an advantage in seeking examples. Second, the internet also makes it easier for people to post the erroneous information and share it to a universal audience.

The bottom line is that there have been a handful of people—in addition to the four authors—who have attempted to debunk the bogus information.


Synopsis of Third Article:

Citation:
Subramony, D., Molenda, M., Betrus, A., and Thalheimer, W. (2014). The Good, the Bad, and the Ugly: A Bibliographic Essay on the Corrupted Cone. Educational Technology, Nov/Dec 2014, 54(6), 22-31.

The authors of the article provide a series of brief synopses of the major players who have been cited as sources of the bogus data and corrupted visualizations. The goal here is to give you—the reader—additional information so you can make your own assessment of the credibility of the research sources provided.

Most people—I suspect—will skim through this article with a modest twinge of voyeuristic pleasure. I did.


Synopsis of Fourth Article:

Citation:
Subramony, D., Molenda, M., Betrus, A., and Thalheimer, W. (2014). Timeline of the Mythical Retention Chart and Corrupted Dale’s Cone. Educational Technology, Nov/Dec 2014, 54(6), 31-24.

The authors present a decade-by-decade outline of examples of the reporting of the bogus information—From 1900 to the 2000s. The outline represents great detective work by my co-authors, who have spent years and years searching databases, reading articles, and reaching out to individuals and institutions in search of the genesis and rebirth of the bogus information. I’m in continual awe of their exhaustive efforts!

The timeline includes scholarly work such as the “Journal of Education,” numerous books, academic courses, corporate training, government publications, military guidelines, etc.

The breadth and depth of examples demonstrates clearly that no area of the learning profession has been immune to the disease of poor information.


Synopsis of the Exhibits:

The authors catalog 16 different examples of the visuals that have been used to convey the mythical retention data and/or the corrupted cone. They also present about 25 text examples.

The visual examples are black-and-white canonical versions, and given these limitations, can’t convey the wild variety of examples available now on the internet. Still, they show in their variety just how often people have modified Dale’s Cone to support their own objectives.


My Conclusions, Warnings, and Recommendations

The four articles in the special edition of Educational Technology represent a watershed moment in the history of misinformation in the learning profession. The articles utilize two examples—the mythical retention data (“People remember 10%, 20%, 30%…”) and the numerical corruptions of Dale’s Cone—and demonstrate the following:

  1. There are definitively-bogus data sources floating around the learning profession.
  2. These bogus information sources damage the effectiveness of learning and hurt learners.
  3. Authors of these bogus examples do not do their due diligence in confirming the validity of their research sources. They blithely reproduce sources or augment them before conveying them to others.
  4. Consumers of these bogus information sources do not do their due diligence in being skeptical, in expecting and demanding validated scientific information, in pushing back against those who convey weak information.
  5. Those who stand up publically to debunk such misinformation—though nobly fighting a good fight—do not seem to be winning the war against this misinformation.
  6. More must be done if we are to limit the damage.

Some of you may chaff at my tone here, and if I had more time I might have been able to be more careful in my wording. But still, this stuff matters! Moreover, these articles focus only on two examples of bogus memes in the learning field. There are many more! Learning styles anyone?

Here is what you can do to help:

  1. Be skeptical.
  2. When conveying or consuming research-based information, check the actual source. Does it say what it is purported to say? Is it a scientifically-validated source? Are there corroborating sources?
  3. Gently—perhaps privately—let conveyors of bogus information know that they are conveying bogus information. Show them your sources so they can investigate for themselves.
  4. When you catch someone conveying bogus information, make note that they may be the kind of person who is lazy or corrupt in the information they convey or use in their decision making.
  5. Punish, sanction, or reprimand those in your sphere of influence who convey bogus information. Be fair and don’t be an ass about it.
  6. Make or take opportunities to convey warnings about the bogus information.
  7. Seek out scientifically-validated information and the people and institutions who tend to convey this information.
  8. Document more examples.

To this end, Anthony Betrus—on behalf of the four authors—has established www.coneofexperience.com. The purpose of this website is to provide a place for further exploration of the issues raised in the four articles. It provides the following:

  • Series of timelines
  • Links to other debunking attempts
  • Place for people to share stories about their experience with the bogus data and visuals.

The learning industry also has responsibilities.

  1. Educational institutions must ensure that validated information is more likely to be conveyed to their students, within the bounds of academic freedom…of course.
  2. Educational institutions must teach their students how to be good consumers of “research,” “data,” and information (more generally).
  3. Trade organizations must provide better introductory education for their members; more myth-busting articles, blog posts, videos, etc.; and push a stronger evidence-based-practice agenda.
  4. Researchers have to partner with research translators more often to get research-based information to real-world practitioners.

Links:

 

 

 

21st December 2014

Neon Elephant Award Announcement

Dr. Will Thalheimer of Work-Learning Research announces the winner of the 2014 Neon Elephant Award, given this year to Peter C. Brown, Henry L. Roediger III, and Mark A. McDaniel for their book, Make it Stick: The Science of Successful Learning—a book that brilliantly conveys scientific principles of learning in prose that is easy to digest, comprehensive and true in its recommendations, highly-credible, and impossible to ignore or forget.

Roediger and McDaniel are highly-respected learning researchers and Brown is an author and former management consultant. The book is singularly successful because it brings together researchers with a person who is highly skilled in conveying complex concepts to the public. Where too often important scientific research never leaves the darkened halls of the academy, Roediger and McDaniel demonstrate incredible wisdom and humility in collaborating with Peter C. Brown.

Click here to learn more about the Neon Elephant Award…

2014 Award Winners –
Peter C. Brown, Henry L. Roediger III, and Mark A. McDaniel

Peter C. Brown is an author and retired management consultant. He’s written non-fiction books and even a novel, which was reviewed favorably by many of the top media outlets. Indeed, the Washington Post said this: “Peter C. Brown’s sure and often lyrical evocation of the wild Alaskan coast speaks not only of knowledge but also of love.” His contribution to Make It Stick surely was in his skill in taking cold steely knowledge and bringing warmth and relevance to it.

Henry L. Roediger is the James S. McDonnell Distinguished University Professor of Psychology at Washington University in St. Louis. He’s had a long and distinguished career as a learning-and-memory researcher. His bio highlights his research background:  “Roediger’s research has centered on human learning and memory and he has published on many different topics within this area. He has published over 200 articles and chapters on various aspects of memory.” Roediger has served as an editor on numerous scientific journals and helped found the journal, Psychological Science in the Public Interest, which reviews research and makes it available and accessible to the public. He was President of the American Psychological Society (now the Association for Psychological Science), the largest psychological organization dedicated to scientific psychology. He’s held a Guggenheim fellowship. He has been named one of the most highly-cited researchers in psychology.

Mark A. McDaniel is a Professor of Psychology at Washington University in St. Louis. He’s also had a long and distinguished career as a learning-and-memory researcher. As capture on his faculty webpage, “His most significant lines of work encompass several areas: prospective memory, encoding processes in enhancing memory, retrieval processes and mnemonic effects of retrieval, functional and intervening concept learning, and aging and memory. One unifying theme in this research is the investigation of factors and processes that lead to memory and learning failures. In much of this work, he has extended his theories and investigations to educationally relevant paradigms.” He has been a Fellow of the Society of Experimental Psychologists and President of the American Psychological Association, Division 3.

 

Why Honored?

Brown, Roediger, and McDaniel are being honored this year for their book, Make it Stick: The Science of Successful Learning. By creating this wonderful work, they have reached thousands and will continue to influence many teachers, professors, trainers, instructional designers, and elearning developers for years to come. Already, within the same year of publication, the book has over 100 Amazon reviews!!

It is difficult work to synthesize research into digestible chunks for public consumption. Brown, Roediger, and McDaniel have done an absolutely superlative job in making the research relevant, in engaging the reader, in conveying deeply complex concepts in a manner that makes sense, and in motivating readers to feel urgency to make learning-design improvements.

I know they’ve already made a difference in the workplace learning-and-performance field because my clients have told me how valuable they’ve found Make It Stick. I’ve even seen senior managers (non-learning professionals) get a new religion for learning by reading Make It Stick. By seeing the gaps between ideal learning practices and current learning practices, I’ve seen a senior military leader engage his folks in an intense learning audit to determine how well their current learning was aligned with the learning research. It’s only when research creates action like this that its full benefits are realized.

For bringing potent learning research to the public, the workplace learning-and-performance field owes a grateful thanks to Peter C. Brown, Henry L. Roediger III, and Mark A. McDaniel.

 

Some Key Links:

 

 

 

Click here to learn more about the Neon Elephant Award…

About two years ago, four enterprising learning researchers reviewed the research on training and development and published their findings in a top-tier refereed scientific journal. They did a really nice job!

Unfortunately, a vast majority of professionals in the workplace learning-and-performance field have never read the research review, nor have they even heard about it.

As a guy whose consulting practice is premised on the idea that good learning research can be translated into practical wisdom for instructional designers, trainers, elearning developers, chief learning officers and other learning executives, I have been curious to see to what extent this seminal research review has been utilized by other learning professionals. So, for the last year and a half or so, I’ve been asking the audiences I encounter in my keynotes and other conference presentations whether they have encountered this research review.

Often I use the image below to ask the question:

Click here to see original research article…

 

What would be your guess as to the percentage of folks in our industry who have read this?

10%

30%

50%

70%

90%

Sadly, in almost all of the audiences I’ve encountered, less than 5% of the learning professionals have read this research review.

Indeed, usually more than 95% of workplace learning professionals have “never heard of it” even two years after it was published!!!

THIS IS DEEPLY TROUBLING!

And the slur this dumps on our industry’s most potent institutions should be self-evident. And I, too, must take blame for not being more successful in getting these issues heard.

A Review of the Review

People who are subscribed to my email newsletter (you can sign up here), have already been privy to this review many months ago.

I hope the following review will be helpful, and remember, when you’re gathering knowledge to help you do your work, make sure you’re gathering it from sources who are mindful of the scientific research. There is a reason that civilization progresses through its scientific efforts–science provides a structured process of insight generation and testing, creating a self-improving knowledge-generation process that maximizes innovation while minimizing bias.

——————————-

Quotes from the Research Review:

“It has long been recognized that traditional,
stand-up lectures are an inefficient and
unengaging strategy for imparting
new knowledge and skills.” (p. 86)

 

“Training costs across organizations remain
relatively constant as training shifts from
face-to-face to technology-based methods.” (p. 87)

 

“Even when trainees master new knowledge and
skills in training, a number of contextual factors
determine whether that learning is applied
back on the job…” (p. 90)

 

“Transfer is directly related to opportunities
to practice—opportunities provided either by
the direct supervisor or the organization
as a whole.” (p. 90)

 

“The Kirkpatrick framework has a number of
theoretical and practical shortcomings…” (p. 91)

Introduction

I, Will Thalheimer, am a research translator. I study research from peer-reviewed scientific journals on learning, memory, and instruction and attempt to distill whatever practical wisdom might lurk in the dark cacophony of the research catacomb. It’s hard work—and I love it—and the best part is that it gives me some research-based wisdom to share with my consulting clients. It helps me not sound like a know-nothing. Working to bridge the research-practice gap also enables me to talk with trainers, instructional designers, elearning developers, chief learning officers, and other learning executives about their experiences using research-based concepts.

 

It is from this perspective that I have a sad, and perhaps horrifying, story to tell. In 2012—an excellent research review on training was published in a top-tier journal. Unbelievably, most training practitioners have never heard of this research review. I know because when I speak at conferences and chapters in our field I often ask how many people have read the article. Typically, less than 5% of experienced training practitioners have! Less than 1 in 20 people in our field have read a very important review article.

 

What the hell are we doing wrong? Why does everyone know what a MOOC is, but hardly anyone has looked at a key research article?

 

You can access the article by clicking here. You can also read my review of some of the article’s key points as I lay them out below.

 

Is This Research Any Good?

Not all research is created equal. Some is better than others. Some is crap. Too much “research” in the learning-and-performance industry is crap so it’s important to first acknowledge the quality of the research review.

The research review by Eduardo Salas, Scott Tannenbaum, Kurt Kraiger, and Kimberly Smith-Jentsch from November 2012 was published in the highly-regarded peer-reviewed scientific journal, Psychological Science in the Public Interest, published by the Association for Psychological Science, one of the most respected social-science professional organizations in the world. The research review not only reviews research, but also utilizes meta-analytic techniques to distill findings from multiple research studies. In short, it’s high-quality research.

 

The rest of this article will highlight key messages from the research review.

 

Training & Development Gets Results!

The research review by Salas, Tannenbaum, Kraiger, and Smith-Jentsch shows that training and development is positively associated with organizational effectiveness. This is especially important in today’s economy because the need for innovation is greater and more accelerated—and innovation comes from the knowledge and creativity of our human resources. As the researchers say, “At the organizational level, companies need employees who are both ready to perform today’s jobs and able to learn and adjust to changing demands. For employees, that involves developing both job-specific and more generalizable skills; for companies, it means taking actions to ensure that employees are motivated to learn.” (p. 77). Companies spend a ton of money every year on training—in the United States the estimate is $135 billion—so it’s first important to know whether this investment produces positive outcomes. The bottom line: Yes, training does produce benefits.

 

To Design Training, It Is Essential to Conduct a Training Needs Analysis

“The first step in any training development effort ought to be a training needs analysis (TNA)—conducting a proper diagnosis of what needs to be trained, for whom, and within what type of organizational system. The outcomes of this step are (a) expected learning outcomes, (b) guidance for training design and delivery, (c) ideas for training evaluation, and (d) information about the organizational factors that will likely facilitate or hinder training effectiveness. It is, however, important to recognize that training is not always the ideal solution to address performance deficiencies, and a well-conducted TNA can also help determine whether a non-training solution is a better alternative.” (p. 80-81) “In sum, TNA is a must. It is the first and probably the most important step toward the design and delivery of any training.” (p. 83) “The research shows that employees are often not able to articulate what training they really need” (p. 81) so just asking them what they need to learn is not usually an effective strategy.

 

Learning Isn’t Always Required—Some Information can be Looked Up When Needed

When doing a training-needs analysis and designing training, it is imperative to separate information that is “need-to-know” from that which is “need-to-access.” Since learners forget easily, it’s better to use training time to teach the need-to-know information and prepare people on how to access the need-to-access information.

 

Do NOT Offer Training if It is NOT Relevant to Trainees

In addition to being an obvious waste of time and resources, training courses that are not specifically relevant to trainees can hurt motivation for training in general. “Organizations are advised, when possible, to not only select employees who are likely to be motivated to learn when training is provided but to foster high motivation to learn by supporting training and offering valuable training programs.” (p. 79) This suggests that every one of the courses on our LMS should have relevance and value.

 

It’s about Training Transfer—Not Just about Learning!

“Transfer refers to the extent to which learning during training is subsequently applied on the job or affects later job performance.” (p. 77) “Transfer is critical because without it, an organization is less likely to receive any tangible benefits from its training investments.” (p. 77-78) To ensure transfer, we have to utilize proven scientific research-based principles in our instructional designs. Relying on our intuitions is not enough—because they may steer us wrong.

 

We must go Beyond Training!

“What happens in training is not the only thing that matters—a focus on what happens before and after training can be as important. Steps should be taken to ensure that trainees perceive support from the organization, are motivated to learn the material, and anticipate the opportunity to use their skills once on (or back on) the job.” (p. 79)

 

Training can be Designed for Individuals or for Teams

“Today, training is not limited to building individual skills—training can be used to improve teams as well.” (p. 79)

 

Management and Leadership Training Works

“Research evidence suggests that management and leadership development efforts work.” (p. 80) “Management and leadership development typically incorporate a variety of both formal and informal learning activities, including traditional training, one-on-one mentoring, coaching, action learning, and feedback.” (p. 80)

 

Forgetting Must Be Minimized, Remembering Must Be Supported

One meta-analysis found that one year after training, “trainees [had] lost over 90% of what they learned.” (p. 84) “It helps to schedule training close in time to when trainees will be able to apply what they have learned so that continued use of the trained skill will help avert skill atrophy. In other words, trainees need the chance to ‘use it before they lose it.’ Similarly, when skill decay is inevitable (e.g., for infrequently utilized skills or knowledge) it can help to schedule refresher training.” (p. 84)

 

Common Mistakes in Training Design Should Be Avoided

“Recent reports suggest that information and demonstrations (i.e., workbooks, lectures, and videos) remain the strategies of choice in industry. And this is a problem [because] we know from the body of research that learning occurs through the practice and feedback components.” (p. 86) “It has long been recognized that traditional, stand-up lectures are an inefficient and unengaging strategy for imparting new knowledge and skills.” (p. 86) Researchers have “noted that trainee errors are typically avoided in training, but because errors often occur on the job, there is value in training people to cope with errors both strategically and on an emotional level.” (p. 86) “Unfortunately, systematic training needs analysis, including task analysis, is often skipped or replaced by rudimentary questions.” (p. 81)

 

Effective Training Requires At Least Four Components

“We suggest incorporating four concepts into training: information, demonstration, practice, and feedback.” (p. 86) Information must be presented clearly and in a way that enables the learners to fully understand the concepts and skills being taught. Skill demonstrations should provide clarity to enable comprehension. Realistic practice should be provided to enable full comprehension and long-term remembering. Proving feedback after decision-making and skill practice should be used to correct misconceptions and improve the potency of later practice efforts.

The bottom line is that more realistic practice is needed. Indeed, the most effective training utilizes relatively more practice and feedback than is typically provided. “The demonstration component is most effective when both positive and negative models are shown rather than positive models only.” (p. 87)

Will’s Note: While these four concepts are extremely valuable, personally I think they are insufficient. See my research review on the Decisive Dozen for my alternative.

 

E-Learning Can Be Effective, But It May Not Lower the Cost of Training

“Both traditional forms of training and technology-based training can work, but both can fail as well. (p. 87) While the common wisdom argues that e-learning is less costly, recent “survey data suggest that training costs across organizations remain relatively constant as training shifts from face-to-face to technology-based methods.” (p. 87) This doesn’t mean that e-learning can’t offer a cost savings, but it does mean that most organizations so far haven’t realized cost savings. “Well-designed technology-based training can be quite effective, but not all training needs are best addressed with that approach. Thus, we advise that organizations use technology-based training wisely—choose the right media and incorporate effective instructional design principles.” (p. 87)

 

Well-Designed Simulations Provide Potent Learning and Practice

“When properly constructed, simulations and games enable exploration and experimentation in realistic scenarios. Properly constructed simulations also incorporate a number of other research-supported learning aids, in particular practice, scaffolding or context-sensitive support, and feedback. Well-designed simulation enhances learning, improves performance, and helps minimize errors; it is also particularly valuable when training dangerous tasks. (p. 88)

 

To Get On-the-Job Improvement, Training Requires After-Training Support

“The extent to which trainees perceive the posttraining environment (including the supervisor) as supportive of the skills covered in training had a significant effect on whether those skills are practiced and maintained.” (p. 88) “Even when trainees master new knowledge and skills in training, a number of contextual factors determine whether that learning is applied back on the job: opportunities to perform; social, peer, and supervisory support; and organizational policies.” (p. 90) A trainee’s supervisor is particularly important in this regard. As repeated from above, researchers have “discovered that transfer is directly related to opportunities to practice—opportunities provided either by the direct supervisor or the organization as a whole.” (p. 90)

 

On-the-Job Learning can be Leveraged with Coaching and Support

“Learning on the job is more complex than just following someone or seeing what one does. The experience has to be guided. Researchers reported that team leaders are a key to learning on the job. These leaders can greatly influence performance and retention. In fact, we know that leaders can be trained to be better coaches…Organizations should therefore provide tools, training, and support to help team leaders to coach employees and use work assignments to reinforce training and to enable trainees to continue their development.” (p. 90)

 

Trainees’ Supervisors Can Make or Break Training Success

Researchers have “found that one misdirected comment by a team leader can wipe out the full effects of a training program.” (p. 83) “What organizations ought to do is provide leaders with information they need to (a) guide trainees to the right training, (b) clarify trainees’ expectations, (c) prepare trainees, and (d) reinforce learning…” (p. 83) Supervisors can increase trainees’ motivation to engage in the learning process. (p. 85) “After trainees have completed training, supervisors should be positive about training, remove obstacles, and ensure ample opportunity for trainees to apply what they have learned and receive feedback.” (p. 90) “Transfer is directly related to opportunities to practice—opportunities provided either by the direct supervisor or the organization.” (p. 90)

 

Will’s Note: I’m a big believer in the power of supervisors to enable learning. I’ll be speaking on this in an upcoming ASTD webinar.

 

Basing Our Evaluations on the Kirkpatrick 4 Levels is Insufficient!!!

“Historically, organizations and training researchers have relied on Kirkpatrick’s [4-Level] hierarchy as a framework for evaluating training programs…[Unfortunately,] The Kirkpatrick framework has a number of theoretical and practical shortcomings. [It] is antithetical to nearly 40 years of research on human learning, leads to a checklist approach to evaluation (e.g., ‘we are measuring Levels 1 and 2, so we need to measure Level 3’), and, by ignoring the actual purpose for evaluation, risks providing no information of value to stakeholders… Although the Kirkpatrick hierarchy has clear limitations, using it for training evaluation does allow organizations to compare their efforts to those of others in the same industry. The authors recommendations for improving training evaluation fit into two categories. First, [instead of only using the Kirkpatrick framework] “organizations should begin training evaluation efforts by clearly specifying one or more purposes for the evaluation and should then link all subsequent decisions of what and how to measure to the stated purposes.” (p. 91) Second, the authors recommend that training evaluations should “use precise affective, cognitive, and/or behavioral measures that reflect the intended learning outcomes.” (p. 91)

 

This is a devastating critique that should give us all pause. Of course it is not the first such critique, nor will it have to be the last I’m afraid. The worst part about the Kirkpatrick model is that it controls the way we think about learning measurement. It doesn’t allow us to see alternatives.

 

Leadership is Needed for Successful Training and Development

“Human resources executives, learning officers, and business leaders can influence the effectiveness of training in their organizations and the extent to which their company’s investments in training produce desired results. Collectively, the decisions these leaders make and the signals they send about training can either facilitate or hinder training effectiveness…Training is best viewed as an investment in an organization’s human capital, rather than as a cost of doing business. Underinvesting can leave an organization at a competitive disadvantage. But the adjectives “informed” and “active” are the key to good investing. When we use the word “informed,” we mean being knowledgeable enough about training research and science to make educated decisions. Without such knowledge, it is easy to fall prey to what looks and sounds cool—the latest training fad or technology.”  (p. 92)

Thank you!

I’d like to thank all my clients over the years for hiring me as a consultant, learning auditor, workshop provider, and speaker–and thus enabling me to continue in the critical work of translating research into practical recommendations.

If you think I might be able to help your organization, please feel free to contact me directly by emailing me at “info at worklearning dot com” or calling me at 617-718-0767.

 

Eric Mazur, who I had the pleasure of meeting several years ago in his on-campus office, won the Minerva Prize, which is dedicated to rewarding "extraordinary innovation" in teaching.

Mazur, a professor of physics at Harvard University, developed the peer instruction method out of frustration with his students’ erroneous conceptions of physics. Too many of them utilized naïve mental models about the physical world in thinking about physics. Mazur wanted them to think like physicists. Unfortunately, his early attempts to improve their physics thinking had failed. He found that just presenting correct concepts was not effective in modifying his students’ faulty mental models.

Mazur’s Peer Instruction method begins with a question designed to surface misconceptions. Learners answer the question, and then talk with their classmates, before a class-wide discussion is engaged. By recognizing and confronting misconceptions, Mazur is better able to help his learners build correct physics conceptions.

To learn more about peer instruction:

  1. Read Mazur's Book (which is focused on how to teach physics)
  2. Look at some research
  3. Read about it on Wikipedia
  4. See Mazur on YouTube (this is very funny at times!)
  5. Read about the Minerva Prize on the Boston Globe
  6. Read Peer Instruction Blog by Julie Schell