Archive for October, 2009
Beg, Borrow, “Steal” – Don’t Reinvent the Wheel When Creating Training
Oct 26th
I began my journey as the Training Coordinator for the Library System of Lancaster County almost six years ago. Time really does fly when you’re constantly learning. In my previous training jobs, I was given the instructor’s manuals and told to use all of the training materials that were already created. It was easy. I just learned the material myself and then turned around and trained others using the materials. I did help with keeping the material up to date, but I was not involved with the initial creation.
My first day on the job here I was presented with an empty office. There were no electronic copies of documents, no pre-printed manuals, no rotating schedules of classes, no… nothing. I was a little shell shocked to say the least those first few weeks. I was a member of a 5 person (now 6) IT department whose main focus was keeping all of the computers in 17 member libraries running and keeping the network going. My job – to train all of the staff and volunteers in all of the libraries on Millennium, our ILS, MS Office applications, and anything else that involved human interaction with a computer. My boss’ main focus is on the network, the hardware, making sure everything is running. He hired me because of my software training background and had full confidence in me creating a robust training program… out of nothing. He told me to not worry about not having a library background, I would pick that up as I went along. When I asked who was going to tell me what to do the answer was… nobody. You were hired to figure this out.
The long and winding road of this journey has been scary, frustrating, fascinating, rewarding and exponentially amazing. I began my search for help online because that is a place where I have always felt comfortable. It’s a place where I seem to pick up on things quickly. I remember when my first job out of college (I was a Social Security Claims Representative) moved from huge 3 ring binders of manuals against a very long wall to CD-ROMs, it was as if a whole new world opened up before my eyes. It used to take me forever to find the answer to my questions about eligibility laws, and then, all of a sudden, it was all right in front of me on a screen. This made sense to me (though it frustrated the heck out of the long timers in the office)!
I opened up google.com and typed in “training in libraries”. The first site I landed on was WebJunction. Immediately I began to relax as I realized YES – there are other people out there who are trainers in libraries. I am not alone. I spent weeks on that site reading through documents and posts on forums and beginning my learning into this world of library training. What was most amazing was everyone’s willingness to SHARE. I mean, they put their materials right on there for anyone to use as long as they were given credit. I was coming from a private industry marketing software company where everything was hush hush, and we didn’t even share with our clients our treasured secrets. Here, I was able to post a question like “I’m a new trainer in a public library system with no library background, where should I start?” and get really great responses. I was given the name of a great company called Custom Guide that I ended up purchasing a license from to create all of my MS Office trainings.
I also joined the Innovative User Group which is an online group of people who use Innovative Interface’s Millennium ILS. After just a few short months on the job, I was lucky enough to go to their Conference (which was held in Boston that year). I needed to begin doing Circulation training, so I attended any session that related to Circulation and training. I got business cards and looked at sample training manuals. When I got back home I sent everyone I met an email begging them to share their manuals with me. Most everyone did, and from that, I was able to create my first manual. A clearinghouse was created a year or so later where any member of the IUG list could post their materials. I posted everything I had created. To date, I have created 6 very comprehensive manuals related to circulation, reporting, holds and other functions. I have shared these manuals widely with many because if it hadn’t been for the people who shared with me in the beginning, I would have been so miserably lost in the job. With their help, I feel I have done quite well and so I willingly give away what was so generously given to me.
Also, in my first year, blogs were exploding and I learned through a WebJunction contact about RSS. I began following blogs by people like Michael Stephens, Jenny Levine, Sarah Houghton Jan, and Stephen Abram to name a few. No, they weren’t training librarians, but they were passionate about what they did and they referenced a lot of training librarians. I learned through them about Helene Blowers and Learning 2.0. I even decided to start blogging myself even though I didn’t know much. I DID know how to be social online and it was my lifeline because I had no physical person to turn to for help in creating the training program here.
If I read something in a blog that I wanted to try myself, I sent the blogger an email request for information. I was again always amazed at the willingness to share content, outlines, handouts, quick references. I began to realize how lucky I was to stumble into this sharing universe of librarianship. This expanded as I became immersed in social networking. Where some of my friends just did it to stay in touch with friends online, I did it for survival. If coworkers told me they didn’t have time for that frivolous RSS stuff, I could immediately get their attention by explaining the manual they were using in that class came from the help I received through using RSS professionally. I was also using podcasts quite a bit too to hear how people were doing it.
Over time I was also using delicious, Facebook, Twitter, flickr and FriendFeed. By friending and following other library trainers, my requests for help continued to be answered. By watching what the main players were bookmarking, taking photos of, or sharing on the Web, I was able to learn about new tools and use them in my job. I wanted others to realize how revolutionary all of this was. I would hear of someone creating a “How to create an e-mail account” handout for a training from scratch and cringe. When I would direct them to WebJunction they would be amazed at all of the resources available. I was asked by Commonwealth Libraries here in PA to do workshops to help others realize the potential of Web2.0 in libraries.
The last two years I have come to rely heavily on my library trainers network. I’ve become a proud participator in the T is for Training podcast. I am a member of some key lists that will help any library trainer like clenert@ala.org, innopac@innovativeusers.org (for Millennium users), librarylearning@googlegroups.com and tisfortraining@googlegroups.com. A few months back I needed help getting materials together for Outlook Web Access training. I put out a plea on Twitter and within moments had three different manuals sent my way.
So what is the key message I want to get across in sharing this journey with you? NO MATTER WHAT – DO NOT create a training from scratch. Really! Before you sit down to create that next manual, quick reference, user’s guide, STOP. Throw your question out to your online social network for help and you will be amazed at all of the information that will come your way. These are, after all, information professionals. I have found over the years that I fit in quite nicely with library types as I’ve always been one who loves information. Oh, you don’t have an online social network of people to help you? Well then, you better start building one!
Trainers as Stewards of Change
Oct 19th
Confronting change in the library is more frightful than discovering the first hints of gray hair on your 30th birthday. Both are very real in my world now. Just like dealing with the turmoil of finding those gray whiskers, dealing with organizational change is an intensely emotional, personal process. As learning and performance leaders, we’re often called upon to help shepherd this transition process, so that it is as brief and painless as possible.
Shepherding the process is a challenge that tests the mettle of even the most experienced leaders. Each situation is different, and what works in one situation might not work in the next. Even though I’m (technically) a greybeard now, I cannot say that I possess the wisdom of Gandalf the Grey. I don’t have all the answers when it comes to dealing with organizational change. However, I do know that leaders must be sensitive to individual needs when acting as stewards of transition. We have to keep staff members performing, even when the uncertainty of change leaves them feeling powerless. Below are a few nuggets I’d like to offer for sensitively addressing organizational change with staff members:
Nobody wants your workshop
You cannot throw a class about change at your staff and expect it to be a panacea. This isn’t to say that your presentation about navigating the stages of change is bunk. It’s not. Just keep in mind that staff members are less likely to care about your workshop when they’re feeling anxious, scared, and depressed. Share your valuable knowledge more so as a coach rather than as a trainer. For example, consider meeting with smaller groups, allowing individuals a chance to discuss their fears and thoughts, and then organically work your insight into the conversation. Reach, don’t teach.
Raise awareness of the power of reaction
A change exercise that I’ve used in recent group discussions is to challenge staff members to imagine a situation where the library has infinite resources. I’ll ask everyone to draw a picture of the perfect library. After a minute, I’ll change my mind and then require everyone to draw a picture of their dream house. Momentarily, I’ll change my mind again and ask that they draw something else.
Eventually, people figure out that this is an exercise about reacting to change. I go on to ask the group to discuss their own reactions to the exercise. A conversation naturally builds. I’ll facilitate the discussion asking questions, such as: What reactions did you observe when I kept changing the expectations? What are reactions to our organization’s current changes? How are your reactions and the reactions of others affecting the morale of your work unit? What are some methods for better managing your reactions?
We are so caught up in our own worry and fear that we fail to realize how our emotional responses affect the energy of others. Raising awareness of the power of reaction through dialog empowers staff to explore ways to constructively work through their feelings.
Challenge people to step up
Many of us tend to hide when the going gets tough. However, I encourage staff to look for opportunities to shine. When I’m discussing change, I challenge staff members to develop a list of areas that they can directly affect for the better and strategies for affecting positive change. For example, if a line staff member notices that morale is low is her department, I’ll ask her what are two or three things that she can do right now to help boost morale even though she is not a titular leader.
Change can provide a perfect stage for people to be recognized as valuable assets to the organization. Remind staff not to hide, but rather to find ways to step up. Encourage them to stretch by building new skills, working outside of their comfort zone, and taking on the unenviable tasks.
I’m sure that the stress of change in my workplace has contributed to a few of the grey hairs I’ve found lurking in my locks. As with any change, people (myself included) are forced to let go of the old and transition to the new. As leaders within our organizations, it’s our responsibility to sensitively help staff navigate through their own transition processes. We can be effective stewards of change by treating staff members as individuals, helping them manage their reactions, and encouraging them to step up to the challenge.
How many of you have experienced major organizational change in the last year or so? What other guidance would you provide to learning and performance professionals in shepherding the transition process?
Free Online Conference LearnTrends2009
Oct 19th
From the LearnTrends Web site:
LearnTrends 2009 – The Corporate Learning Trends and Innovations Conference
November 17-19, 2009 | Online | Free
The theme/focus this year is on Convergence in Workplace Learning. We will bring together people who look at different aspects of learning and knowledge work to understand better what’s going on in those areas and how we should be thinking about this holistically.
As always, this conference is about getting together interesting people who bring a slightly different perspective and have meaningful conversation around innovation in workplace learning. We typically get more than a thousand people signed up and at least a hundred in each session.
To register, you must first register on the LearnTrends community and then register on the Conference Event Page.
Conference Hashtag: #learntrends
September Issue of LearningExchange is Available
Oct 13th
The September issue of the LearningExchange (formerly CLENExchange) is available online in these locations:
Please feel free to distribute this information widely.
The Fun Theory
Oct 12th
Volkswagen has a very cool site up and running. It’s called The Fun Theory and the site states:
This site is dedicated to the thought that something as simple as fun is the easiest way to change people’s behaviour for the better. Be it for yourself, for the environment, or something entirely different, the only thing that matters is that it’s change for the better.
One of their videos proves this point with no question:
There are more videos on the site and they are currently running a contest. As a technology trainer, teaching mostly on software applications and having very limited time to cover the material, there isn’t a lot of room for fun. So I try to make it fun with my humor and poking fun at myself when I make a mistake. Or easing stress by sharing stories of there ALWAYS being someone slower than you think you are at picking up information. I keep a laid back attitude too which trainees seem to appreciate.
How do you build fun into your training? Has the thought even crossed your mind?


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