How Not To Sell Learning / Performance / Training & Development Projects

Some recent gleanings from the online L&D (learning & development) community, which I’ll weave into a commentary on a post by Jay Cross:

In a homage to George Carlin, Jay Cross recently wrote an column with a list of “8 Dirty Words,”  which he says L&D professionals should avoid using when talking to senior executives and pitching their projects or services.  For those of us who not only deliver these services but who actually sell them (though some would argue everyone in this field has to be in the business of selling, if they’re going to survive), Jay’s list is worth exploring.

#1  — First on his list is “learning” and “learner,”  and his point is that the words are generic and suggest academics, rather than “collaboration” or  ”boosting brain power.”  I’m continually amazed at how much energy in this field goes into debates about semantics, but I guess if we’re talking about what constitutes effective and persuasive communication to decision-makers, then fine, let’s look at that.

Now, I agree that “learning” is vague and “learner” is jargony, but unless you’re selling vitamins and dietary supplements to go with your proposed L&D project (now there’s an idea!), I doubt that “boosting brain power” will get you very far with corporate decision-makers.  How about simply ”improved business performance” or “talent development?”  Yes, talent development encompasses recruitment and succession, as well as training and development, but that’s okay.  (As a side note: I think many companies would benefit if they required their recruiters and L&D folks to work together under one umbrella with shared performance metrics… sounds crazy, I know… )  Similarly, by framing ”learning” as part of  ”improved business performance,” we implicitly acknowledge that not every business problem requires an instructional solution. Those of us who are in the position of diagnosing business problems and proposing instructional solutions have an ethical obligation to our clients to first “do no harm.”

Also note: Jay Cross is a columnist for CLO Magazine – that’s Chief Learning Officer – and this field is commonly referred to as Learning and Development. So “learning” is not going away so fast. The simple truth is that every company has its own lingo. So, if the person you’re talking to is the Vice President of Training and Development, then you talk about “training and development.”  If the person has given themselves the title of Head of Corporate Education, then you talk about ”education.”   ..and so on… 

#2 & #3 — Next, he tosses “social” learning and “informal” learning into the fire.  Agreed. Let’s reserve our spiked Kool-Aid for ourselves… keep it inside the Twitter echo-chamber, folks.

#4 — How about  Knowledge Management (“KM”)?  Notwithstanding the fact that many companies don’t even have basic systems in place (think shared servers with a jumble of folders and files), and that fact that many companies would do well to invest in getting their intellectual property in order and their internal best practices shared n a more structured way, I mostly agree with what Jay Cross writes, namely: 

Knowledge management may be two words, but it’s a single concept. That concept is broken. Knowledge is inherently unmanageable. Traditional, top-down KM has failed over and over again. It’s based on the assumption that an elite can figure out what workers need to know, package it as explicit data, and serve it up in a database. Most of the knowledge workers seek is tacit and beyond the reach of databased systems. The smart money is betting on bottom-up knowledge bases, compiled and maintained, by the people who use them. By the way, I also contend that you can’t manage talent and that LMS do not manage learning.

#5 – Now we come to that controversial word,  ”training.”   Yech, training.  Then again, as one commentator notes, it’s not an entirely bad term:  People accept that “military training” and “personal trainers” are useful.  However, in many contexts, “training” can have negative connotations  too.  As the saying goes, would you rather have your daughter attend a course in sex education, or sex training? (that’s an old joke… most recently saw it as a #lrnchat quotable by Clark Quinn).  Enter Donald Clark’s Big Dog Little Dog training defense , which includes a fresh assault on some of the fake research myths that permeate the training world.  On the flip side, the term “training” does suggest a strong one-way orientation, as in, “Here is the process.  Follow it.”  and in that way, appears to presuppose how a given solution will be delivered, which may or may not fit with the client’s needs.   So with our newly invigorated ambivalence about “training,”  we’re forced to go back to item #1 above… if this list were an Excel worksheet, we’d have a Circular Reference error.

#6 — eLearning.  I’m holding off on this one, too much to talk about in this one post. 

#7 — ROI. This is an overused and abused TLA… it’s even made it onto the list of the #lrnchat drinking game.  The term is captured nicely in this equation posted by Jane Bozarth:  http://twitpic.com/y4nj1

#8 — Web 3.0   Ugh.  Jay Cross puts it delicately when he says that people who use that term “betray their lack of understanding of what’s going on.”  Some of my buddies who hail from the UK — and who are less delicate than Mr. Cross – would simply call them a “wunch of bankers.”   (yes, just as geese travel in flocks, so do bankers travel in wunches.)

In Summary:  Avoid the echo-chamber jargon. As for “education” vs ” learning” vs “training, call it whatever you want… better yet, call it what your client wants to call it, and use your talent and energy to deliver effective solutions.

Experience is Less About the Grey Hair, and More About the Battle Scars

Miriam May is the Executive Director of the Harvard University Advanced Leadership Initiative.  The program is an innovative “new third stage in higher education,” designed to take individuals who have had long, successful careers, and give them a forum and resources to help them define, develop and maximize their aspirations for contributing to the community at large. Think of it as a blend between elite Executive MBA program, think tank, government/non-profit executive network, and career transition service. 

One element of Miriam’s job involves recruiting high quality candidates as Fellows for the program — each Fellowship runs for a year, and many participants bring their spouses/partners along for the journey. The criteria for applying are pretty simple:  You’ve got to be an accomplished individual with 20-25 years experience and “a record of leadership.”  You also have to be “dedicated to contributing to society by helping find and deploy solutions to critical problems,”  and “aspiring to big impact through projects, ventures, or leadership roles in, for example, public education, public health, the environment.”  And, you have want to benefit from and contribute to the Harvard academic community through a “rigorous but flexible program of activities.”   

It’s a tall order, but Miriam always fills the order.  

BATTLE SCARS

A few months ago, I met up with Miriam over coffee, and she offered me an interesting perspective on her program’s experience requirement for admission, especially for hopeful candidates who may fall short of 20 years business experience:  ”It’s not about the number of years in business… it’s not even about the grey hair… it’s about the scars.”   

In one instance, a candidate explained to Miriam that it was ok that they didn’t have 20+ years of experience because, in their industry, the years were like dog years.  These ideas — scars and dog years — resonated deeply with me… not that I was applying for this program or anything crazy like that  (still working on my first or second stage of higher education, depending on how you want to count, thank you very much).

ACCELERATING THE ACQUISITION OF BUSINESS ACUMEN (AND BATTLE SCARS)

As the three or four of you who read this blog know, between 1997 and 2005, I had the fortunate experience of co-founding, running and eventually selling an e-commerce company. The three or four of you also know that the gravity well of the dot-com heyday had tremendous time dilation effects for those of us who went through it.  The entrepreneurs of that era were kind of like the reverse of that twin flying in a fast rocket in that classic Special Relativity thought experiment:  When we arrived back on Planet Earth, we had aged more than our contemporaries… in some ways.  In other ways, we were still babies.  As for scars, let me just say this:  You want to get scars?  Go into retail e-commerce.   You want to give scars?  Same thing: Go into retail e-commerce.  

CAREER CHANGE IS THE FOUNTAIN OF YOUTH

Thanks to a series of serendipitous events and karmic paybacks, I eventually transitioned from the hard world of selling stuff online to the soft world of developing people’s talent. Changing industries is a great way to make yourself feel young and inexperienced – especially when the industry you’ve transitioned into is (by necessity) filled by many folks with lots grey hair… and even a few scars now and then.  How great is it to be in an industry that rewards age and experience?  The future is bright when time is on your side.

How I look to the 40+ crowd

There are lots of clichés about mid-life, and with all the advances that are going on in average life expectancy, the definition of mid-life is on a slow upward shift from the 40’s now into the 50’s and beyond. Yet, here in my mid-30’s I’ve got a whole different concept of “mid-life,”  which goes like this:  Mid-life is when half of the clients you deal with think you’re a fossil, and half of the clients you deal with think you’re a gurgling baby.   

The way I see it: The  day you stop gurgling — or stop fossilizing (philosofossilizing?) for that matter – is the day you’re done. You need to have both. Keep it fresh, and keep it in perspective.

Kids these days… I’m telling ya…

A Guide to UAE (Using Acronyms Effectively)

Acronyms. Initials.  TLAs. Call them what you want — we consultants, trainers and educators love to use them.  Unfortunately, we don’t always use them well. 

The title of this post is an example of how to violate one of several rules of Using Acronyms Effectively.  To be sure, violating these rules won’t result in the sort of punishment that you might get for breaking a major law in the actual UAE. Nevertheless, being on the receiving-end of a badly crafted acronym can feel pretty painful.  As designers of acronyms (Acronym Architects?), we all could benefit from a higher degree of care in generating what are often Astoundingly Abhorrent Abbreviations.

Why Acronyms?

From a learning design point of view, acronyms can be used to effectively pack a large amount of information inside a small “container” of two, three or more easy-to-remember alphanumeric symbols.  With their high signal-to-information ratio, acronyms provide a efficient way to convey complex ideas, quickly and simply.  There are other reasons to use acronyms (for example, as a way to establish an ”ingroup” culture, or as a way to create a trademark), but we’ll focus on efficiency-of-communication in this post. 

In the English language, acronyms didn’t really take off until the 20th century. English acronyms are kind of like the field of Instructional Systems Design (ISD):  They’re largely an outgrown of the military-industrial complex, and continue to proliferate in conjunction with the spread of ever-more-sophisticated technologies.  As our jobs get increasingly complicated and the pace of change in our working environments quicken, we humans look for ways to more speedily access and learn new information. We may or may not like acronyms (or ISD, for that matter), but we find them very useful.

Here’s a sequence of four handy steps / guidelines for developing new acronyms.  These are not definitive ”rules” in the traditional sense of Strunk & White, but some best practices to keep you from getting whipped by angry learners:

Step#1:  K.I.S.S.

Step#2: L.I.P.S.

Step#3:  T.H.R.O.A.T.

Step#4:  A.A.A.A.A.

 

Here’s how it works…

Read more »

Lessons In Happiness From The Little Mystics

Guest post by Colin Hiles

 Down on my knees I am screwing on the hinges of a door for my little boy’s new wardrobe. Frustratingly this simple project of putting up a flat pack wardrobe has already taken up most of the morning!

Sonnie is three and a half and, with his toolkit in hand, he has been stuck to my side like a faithful dog. His natural curiosity bubbles up a hundred questions. He’s like a quizmaster on a busy day, firing question after question at me. This ordinary event is hugely interesting to him, but the relentless questioning is exhausting to me.

Each stage of the building has to be the subject of intense negotiations! “When can I use my screw driver? Can I use my hammer to bang that in? Can I put those in the holes for you daddy?” He wants to help so I let him use his screwdriver but screwing in one screw seems to take an eternity. Then he wants to screw in another one, and another one.

To begin with I am happy to teach him and enjoy his company but it doesn’t take long before I become frustrated, impatient and intolerant.

“Come on hurry up, this is taking too long” I hear myself saying. I want to get this job done but he keeps putting the brakes on. I start to wonder why I ever took on this task with him around. How stupid!

With my muscles tensing and blood boiling I secretly start to blame him for the length of time it’s taking. The dark side of my nature rises to the surface. I become controlling, overbearing, and dictatorial.

At this point I catch myself and realise I must let go of this frustration.

So here I am in the classroom of life experiencing a lesson in happiness (or loss of it). My teacher and guide for this lesson had a runny nose and stands three feet high!

As I stand back from taking the easy road, the road of laziness and judgement I realise I am being selfish. The price of the easy road is the loss of love, joy and inner peace.

At the end of the day I pull out my journal and reflect on the lesson my little happiness teacher had taught me.

So what did I learn? My frustration came from my imposed expectation. I (foolishly) expected to get the job done within an hour and when that reality wasn’t met I got angry. This had nothing to do with Sonnie. I was my own making. The moment I let go of that expectation I could start to enjoy his company and find the happiness that resides within.

On becoming a student again

 I once read, “When the student is ready the teacher will appear.” But I never thought my best teachers would be so small. I once had a vision that the sort of person who would guide me on a spiritual path would be much older. He would have long white hair and be of eastern origin. Sitting in the lotus position, his gruff voice would dish out universal truths to some of the toughest questions I had on the mysteries of life and death. I thought it a privilege to know someone who could transform the ordinary in wonderful ways. Maybe I would meet him in up a solitary mountain cave or an ancient monastery? I never thought I might already be living with them. That hidden beneath the daily activities of changing dirty nappies, wiping runny noses and temper tantrums would be the answers to unlock the greatest mysteries of life.

Little mystic teachers

I never thought my best guides and teachers would be my children. These little bodies that contain ancient souls who posses such natural spirituality. In the short time I have known them I have come to see the them as little mystics, able to travel so easily between the real and imagined worlds. So small, they haven’t yet been conditioned by the boundaries of time or space. They can fly.

Indeed my children have put me in touch with parts of myself I never knew about, like shinning a torch into a room that’s been dark for a long time. This little lesson with the wardrobe has helped me find a new capacity within myself.

They have taken me by the hand and are gently guiding me on a spiritual path to unveil the profound meaning of life. It’s never their intention to teach me, but it’s my intention to learn and grow from them.

I once believed parenting was about teaching; I now know there’s as much or more to be gained from learning. With their unknowing guidance they are helping me to straighten out my “adult thinking”, and reconnect again with that inner lost treasure of joy, love and peace.

A gentle spiritual awakening is taking place.


Colin Hiles is a Partner at rogenSi, a world-class coach, trainer-of-trainers, speaker and writer. He is family man who is passionate about helping midifers live freedom lifestyles, and is the 7th worst surfer in Spain. Follow him on his blog: http://midlifemaverick.com/   

Happy 1Q 2010 : What the Next Three Months Will Bring You

Happy First Quarter, Calendar 2010.

That’s right,  never mind the “Happy New Year,” or the correct-in-spirit-but-technically-incorrect ”Happy New Decade” stuff.  We’re taking it three months at a time right now. 

What’s the forecast for Q1 2010, and how will it compare with the same period in 2009?  Well, one indicator for me is in the conversations I’m having with current and prospective clients on the subject of Talent Development. Compared to last year, things are looking much, much better.

Q1 2009 began as a straight-line continuation of Q4 2008, a prolonged hangover of fear and paralysis, a morbid attitude of “let’s-wait-and-see-what-happens.”  Between November 2008 and February 2009, I got a first-hand observation of the self-reinforcing cycle of inaction — both on an organizational and an individual level – which led to the drying up of markets and the loss of jobs.  Many of the individuals I spoke to during that period are now working somewhere else, or still looking for jobs. However, even at that time there were some bright spots:  Certain clients took advantage of the downturn to re-invest in themselves and their capabilities, buy-out competitors, and so forth.  Those are the ones coming out on top of this economic cycle as leaders.

Now, twelve months later, and thanks in part to those leaders, the rest of the pack seems to be ready to do business again. Budgets are defrosting, projects are coming back online, and companies are once more interested in talking about new talent development ideas.  People are recognizing that the risk of NOT taking some action, the risk of NOT investing at all, is often the worst among available options.  “Wait and see” is over, and is now becoming “move it or lose it.”  “Hide” is giving way “seek.”  

What does all of this have to do with you?

Enter Paul Krugman. 

Last weekend, Paul Krugman wrote an eloquent New York Times Op-Ed piece called ‘The Big Zero” (http://www.nytimes.com/2009/12/28/opinion/28krugman.html?_r=1) where set out to show how the last ten years didn’t amount to much at all, economically for Americans.  I enjoy Krugman’s writing in general and don’t dispute this particular analysis, but I do disagree with the notion that the past decade was a complete wash.  

Forget numbers for a moment. If you are an American, forget for a moment about the inflation-adjusted value of your current salary, bank account, stock holdings or real estate, compared to 1999.  Think about this instead:  What did you know back in 1999, compared to now?  What new or improved skills and tools do you have now, that you didn’t have back then? If you run an organization, how has your overall talent and productivity improved? Make a list, and hopefully you’ll see that in the last ten years you’ve made tremendous strides.

Now, it’s hard to say what the next ten years will bring, and least of all, what you’ll be learning during that time.  But if you bring your horizon down to the next three months — between now and the end of March, you have an opportunity to make a powerful “New Year’s Action List,” which will see you coming out on top in 2010, 2011, 2020 and beyond.  To make this list, simply answer two questions:

  • How will you maximize the results your can achieve from your current talent, in the next three months?
  • What investments will you be making to improve your talent, in the next three months?

Happy Q1 2010… and have fun making, and acting on, that list!

Quote d’année

“Come to the edge.”

 

“We might fall.”

 

“Come to the edge.”

 

“It’s too high!”

 

“COME TO THE EDGE!”

 

And they came

 

And he pushed

 

And they flew.

 

- Christopher Logue from New Numbers (London: Jonathan Cape, 1969) pp. 65-66

 

 

Zen Monk in the City

Great scene from a classic (1991) movie, Baraka:  A Zen monk slowly walks down a busy Japanese city street:

cf. “Cellphone Deadspot on I-95″

When is the last time you felt like that monk?

The Tao of Instructing, Teaching, Coaching & Leading

Here are a few quotes from the Dao De Jing [Tao Te Ching] by Lao Tzu, relevant to effective instruction,  teaching, coaching and leadership. These are adapted from the translation of Dwight Goddard and Henri Borel (1919).

Where I’ve put the word “teacher“  you can substitute it with “instructor,”  “coach,” or “leader.”  (Similarly, use “instruct,’ “teach,” “coach” or “lead,” as required).  Where I’ve put “student,” replace it with “coachee(goat cheese?) or “follower” as appropriate.

When great teachers teach,  students know little of their existence. Teachers who are less great win the affection and praise of their students. A common teacher is feared by their students, and an unworthy teacher is despised.

When a teacher lacks faith and conviction, you may seek in vain for it among their students.

How carefully a wise teacher chooses their words. They perform deeds, and accumulate merit! With such a teacher the people think they are teaching themselves. 

 (Chapter 17) 

This next bit gives some insight into the benefits of being a teacher and leader who doesn’t “try too hard”  while being “in the moment” of doing their work:

(…)   Therefore the wise teacher is not conspicuous in their affairs or given to much talking. Though troubles arise they are not irritated. They produce but do not own; they act but claim no merit; they build but do not dwell therein; and because they do not dwell therein they never depart. 

(Chapter 2)

“Do not dwell” is great advice for someone in a coaching role — back off and let the learner figure it out for themselves. In this way your guidance will “never depart”  — that’s called learning sustainability.  

Finally, a bit of general advice on developing empathic listening skills (with heavy echoes of Ben Zoma), which are neccessary for effective instruction and leadership:

The one who knows do not speak; the one who speak do not know. The wise person shuts their mouth and closes their gates.

They soften their sharpness, unravel their tangles, dim their brilliancy, and reckon themselves with the mysterious.

They are inaccessible to favor or hate; they cannot be reached by profit or injury; they cannot be honored or humiliated. Thereby they are honored by all.

(Chapter 56)

True listening – where you really focus on the speaker and have a willingness to test and set aside all of your preconceptions and assumptions – is the exact opposite of what many experts (teachers, coaches, consultants) think they’re supposed to do.

 ”Sound advice” is the enemy of quiet understanding.

On Chickens and Sales Performance

Here’s a great story about the sales performance of individuals versus groups,  involving chickens:

William Muir, an animal breeder at Purdue University, wanted to increase egg production by selective breeding, and he tried to do it in two ways. Both involved housing hens in cages (groups), which is standard practice in the poultry industry. The first method involved selecting the most productive hen within each cage to breed the next generation of hens. The second method involved selecting the most productive cages and using all the hens from those cages to breed the next generation of hens. You might think that the difference between the two methods is slight and that the first method should work better.  After all, it is individuals who lay eggs, so selecting the best individuals directly should be more efficient than selecting the best groups, which might include some individual duds.

The results told a completely different story. When Bill presented his results at a scientific conference, he showed a slide of hens selected by the first method after six generations. The audience gasped.  Inside the cage were only three hens, not nine, because the other six hens had been murdered.  The three survivors had plucked each other during their incessant attacks and were now nearly featherless… What happened?  The most productive individuals had achieved their success by suppressing the productivity of their cage mates.

The first method caused egg productivity to perversely decline, even though the most productive hens were chosen each and every generation. The second method caused egg productivity to increase 160 percent in six generations, an astonishing response as artificial selection experiments go.

Excerpt from Evolution for Everyone by David Sloan Wilson

(HT to @rickladd @merigruber)

When organizations are looking to improve their sales results, consultants (myself included) will often give them the following advice: “Look at what your top performers do — really look and understand what they do — and then get more people to do what they do.”  

This experiment in chicken productivity shows an important qualifier to that advice:   Sometimes what allows an individual to outperform their peers is the degree to which they SUPPRESS the performance of their peers. So the part about “really look and understand what they do”  has to take into account the wider context of their group.

This experiment also illustrates one of several reasons why simply rewarding and promoting top salespeople to positions of management without developing them properly often has negative effects on overall company performance. Often times, the top performers will attain a level of influence that allows them to determine the make-up of their team via homosocial reproduction, which is a fancy way of saying, ”jerks like to hire other jerks.”  Through the process of attrition of non-jerks and the hiring of additional jerks, before you know it, you’ve got a situation very similar to one faced by that chicken breeder:

 After six generations, Muir had produced a nation of psychopaths, who plucked and murdered each other in their incessant attacks. No wonder egg productivity plummeted!

If a company has more than one sales team, it’s easier to figure this out.  Having multiple sales teams means you can compare them as groups. You may notice that the groups which act in supportive concert — for example, with some people focusing on outreach and qualifying new customers, others focusing on managing the RFP process, and others focusing on pitching and closing — those are the teams that do better than the groups full of sharp-elbowed Alpha sales players who all go straight for the kill / close.

The trick to building Alpha sales teams is to find the right mix of players.

Google Goggles: Augmented Reality for Mobile Learning

Google just announced its beta launch of “Goggles,”  a service which lets you use your (Google Android-enabled) camera phone as a search engine.   Let’s say you see an object or landmark in front of you, which you’d like to look up online. Instead of searching by typing, you can point your camera phone and take a picture of the object or landmark in question.  Your phone will then send the photo to Google, which will use image recognition technology to tell you what you’re looking at and link you to relevant information, online resources and communities related to the item or  place in question.

Google is starting off with a limited library of image categories they will handle. Interestingly, they seem to be tackling the OCR-business card scanner business, in the process of helping us look up the Golden Gate Bridge and Napa Valley wine labels.  

This is good news for those of us who, since the early 1990’s and those good old days of cyberpunk and Snowcrash, have been patiently waiting for the promises of Augmented Reality and Wearable Computing to come true… come on, we’re well past the Year 2000, and well, it’s about time!  (Yeah, if you’ve lived near the M.I.T. campus in the last 20+ years and have seen any of those wearable computing cyborg cyclists, this is all really old news… but come on, really….)  

This is amazing news for those of us who, since we’ve been able to read, have been frustrated by the fact that we need to know the ACTUAL NAME (and often, correct spelling) of something in order to look it up in a traditional reference book such as a dictionary. Now we’ll be able to look up anything by just looking at it!   

Then again, consider this true story: Years ago, I was walking near a flowering tree on the McGill University campus when a stranger approached me and asked , “Cet arbre, qu’est-ce que c’est?”   I replied, ”Je pense que c’est un cerisier, ou peut-être un pommier.”  “Ahhh… merci.”   “Bonjour.”  “Bonjour.”  Such textbook French exchanges of pleasantries won’t be nécessaire, once Google Goggle’s is able to recognize flora and fauna. Is this a good thing?  Peut-être pas.

For those who already enjoy overlaying Wikipedia entries onto their Google Maps  (and even for those who don’t), this technology is going to be HUGE for mobile learning… particularly among the lifelong learner types.   (It’s also going to be awesome for those of us with that another augmented reality hobby: Geocaching)  

Check out this fantastic recent example of mobile learning (and in this case, also social learning):   CSI Twitter: Kids find a mysterious skeleton and learn about forensics, using an iPhone and Twitpic. Forget training kids for standardized multiple-choice tests… if you want your child to succeed in the 21st Century, THAT is the way to give them a top-notch elementary education!

We’re a long way off of having your Google Android Phone identify the skeleton of a mysterious animal, or species of flowering fruit trees, but in the meantime, it’s probably just as well to facilitate more in-the-moment-curiosity-driven, self-directed-but-socially-interactive opportunities for learning.   Google Goggles.  Yes, yes, and YES.

Responding to Objections with Emotional Intelligence

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The art of handling objections (from co-workers or clients) is kind of like the art of handling questions :  First you seek to understand,  then you confirm your understanding, then you respond, and if you’re really good (i.e. a media-trained politician), you smoothly link your response to the message that you actually want to deliver.

Objections are different from questions, although the two things often get blended together –   questions can be objections in disguise, or vice versa.  “Small” objections can be “answered” quickly… we’ve all had the experience of a friend (or even sales person) who recognizes and pushes through our lazy, half-hearted excuse/objection, and manages to get us to go along with their recommendation.

But sometimes our objection is a bit more than half-hearted, and is based on deeper emotional concerns.  In that cases, we don’t appreciate it when the other person tries to bully their way through the objection.  Not only do they not convince us… they erode our trust.

Here’s a metaphor for handling deeper, emotion-based objections  (this assumes you can tell whether an objection is deeply emotion-based… the subject for another post, another day):

When a person — particularly, a client — raises an emotion-based objection to you, it’s as if they have created a divide in the ground between the two of you. If you want to continue working with them, you’ll need to build a bridge across the divide, and carry them over.

The deeper the emotional content of the objection, the deeper the chasm, and the more you need to sit on their side of the divide and acknowledge their objection, before even attempting to respond to it.  More resistance requires more empathy. 

Once you’ve sufficiently validated their objection, you can respond using terms they understand, and which relate to their values. This is the bridge-building phase… and now begins the slow walk back over the bridge, over the chasm, where your message / proposition is patiently waiting.

Finally, if you do manage to bring them back across the bridge over to your side, don’t refer back to the objection. Keep on moving, don’t look back!

Rubric for Commenting on Blogs

Just came across this article about creating more effective e-learning discussion forums: 

If You Build It, They Will Come: Building Learning Communities Through Threaded Discussions by Susan Edelstein and Jason Edwards

The authors put together a nice little rubric that could apply equally well for social media, i.e., it could be used to judge the quality of one’s contribution to online communities (comments posted to blogs, Facebook, Twitter, etc.):

Category 1 2 3 4 POINTS
 

Promptness and Initiative

Does not respond to most postings; rarely participates freely Responds to most postings several days after initial discussion; limited initiative Responds to most postings within a 24 hour period; requires occasional prompting to post Consistently responds to postings in less than 24 hours; demonstrates good self-initiative  
 

Delivery of Post

Utilizes poor spelling and grammar in most posts; posts appear “hasty” Errors in spelling and grammar evidenced in several posts Few grammatical or spelling errors are noted in posts Consistently uses grammatically correct posts with rare misspellings  
 

Relevance of Post

Posts topics which do not relate to the discussion content;

makes short or irrelevant remarks

Occasionally posts off topic; most posts are short in length and offer no further insight into the topic Frequently posts topics that are related to discussion content; prompts further discussion of topic Consistently posts topics related to discussion topic; cites additional references related to topic  
 

Expression within the Post

Does not express opinions or ideas clearly; no connection to topic Unclear connection to topic evidenced in minimal expression of opinions or ideas Opinions and ideas are stately clearly with occasional lack of connection to topic Expresses opinions and ideas in a clear and concise manner with obvious connection to topic  
 

Contribution to the Learning Community

Does not make effort to participate in learning community as it develops; seems indifferent Occasionally makes meaningful reflection on group’s efforts; marginal effort to become involved with group Frequently attempts to direct the discussion and to present relevant viewpoints for consideration by group; interacts freely Aware of needs of community; frequently attempts to motivate the group discussion; presents creative approaches to topic  
        TOTAL  

 

What’s missing in the above rubric:   Just about everything having to do with issues around attitude, motivation, good manners, humor, appropriateness, self-promotion, ego, and so forth — all the “hows” and “whys” of constructive communication (not just the “whats” and “whens“).   This is not meant to be a critique of those authors, or that rubric (which was written in 2002, which is eons ago, in social media years) , or even instructional design.   I enjoy instructional design, however, sometimes I find that its systems are so process-and-detail-oriented that it’s easy to loose one’s bearings and drift away from the obvious, common sense solutions.

Having said that, it might not be a bad idea to put more weight on measuring folks for the “whats” and “whens” – i.e., the content  — of their contribution to their respective online learning communities.  This happens naturally in the “open wild” of blogs and Twitter, where solid contributors gain readers/followers, for whatever that is worth.  In the “wild,” there’s no lack of content… no lack of folks who are happy to grab the microphone and say, Imma let you finish…“    But in the more closed setting of an organization’s online discussion forum, it can be a lot harder to spur people to share and contribute.