Training for Change: a 6-Step Program

As I get older, I have come to realize that embracing change is like drinking from a fountain of youth. Change keeps the brain healthy. The brain thrives on learning new things and forging new neuronal pathways. An active brain supports overall health and quality of life.

Riders on the STP

Riders heading out from Seattle, courtesy of joshua_putnam on Flickr

There are many types of change that we welcome in to our lives—travel, children, new languages, athletic challenges. But even when change is voluntary, there are times when it makes me feel old and tired, like I’ve been asked to adapt too often for too long. That’s because the mental muscles get overworked, according to Switch, the new book from the Heath brothers of Made to Stick fame. The brain muscles for creative thinking, focus, and persistence, which are key ingredients for effecting change, can get exhausted, just as the body’s muscles fatigue from strenuous exercise. Preparation for significant change in a person’s or an organization’s life is critical. It is akin to preparing for an athletic event. If I want to participate in the annual bicycle ride from Seattle to Vancouver (RSVP), I would set myself up for failure if I were to embark on the ride without any prior training. Planning for any major change is no different. Create a training program for change and enhance your probability of success.

Here is a 6-step training program to prepare for change.
(This plan is based on much of the Heath brother’s book. It uses some of their terminology, without going into their elephant/rider metaphor. You’ll have to read the book.)

1. Know where you’re going
For the RSVP, the destination and direction are straightforward. I can look up the route, the distance, even the location and elevation gain of the hills (obstacles). There is little ambiguity about what I’m aiming for and what success entails. This kind of specificity feeds the cognitive part of the brain, the part that grasps logical sequence and strategic analysis.

It is too often the case that organizational changes are vague. “Everyone in our library will be web 2.0 savvy by next year.” “Our library will become a learning organization.” What does that mean to each individual involved? What is desirable about the change and how will we know when we’re there? What is the distance and where are the hills to be climbed, i.e., when can we anticipate the tough spots and potential setbacks? It’s not possible to predetermine all the variables in a big project but the more specific and clear you can be, the more you engage the cognitive processes of each of your team members.

2. Get the feeling
It is crucial to motivate the emotional side of the brain, that ancient lizard brain that can put up amazing resistance to the rational, cognitive side. If it’s not on board, the change is not going to happen. For the RSVP ride, it’s not hard to feel enthusiasm, to be caught up in the excitement of my team members and to imagine the satisfaction of crossing the finish line.

For any organizational change, find a way to appeal to the emotions of your team. Create a vision of the library thriving in its ability to reach new users by telling stories of how social network tools dramatically extend that reach. Frame a learning effort as a fitness program with near-term targets and rewards for small steps toward the goal. Emotion is infectious—both positive and negative. Get ahead of any negative tendancies by identifying early enthusiasts and working with them to infect the rest of the team with their excitement.

3. Cultivate identity
Identity is a powerful aspect of emotional engagement. It promotes a “growth mindset” in which the entire brain is geared toward success. If I start calling myself a power cyclist and start thinking of myself as someone who can go the distance on a bike, I increase the likelihood of actually becoming that person. The Heath brothers cite some convincing examples: a Brazilian tin can manufacturer calling all of its employees “inventors” and thereby inducing thousands of suggestions for improvements to their production; a class of disadvantaged students calling themselves “scholars” and leaping ahead in scholastic achievement. Notice how these identities eliminate hierarchy or elitism. Everybody is an inventor or scholar or power cyclist.

I would love to find a strong identity for people who work in libraries. I would start by ditching that strained differentiation between librarians and library staff. What if we all started calling ourselves “catalyzers”? Everyone who works in a library has the potential to catalyze information access, research, community connections, demonstration of impact, etc. Everyone is invited to envision better ways for the library to thrive.

4. Clear the path
It is a major point in Switch that so often we tend to blame character flaws of individuals and ignore the impact of the situations in which they are involved. The Heath brothers repeat throughout the book that “what looks like a person problem is often a situation problem.” Let’s say that I’ve been on a few practice rides building up to greater distances. While I’m improving my stamina, I’m still frustrated that I seem to always lag behind the rest of my team. I start to think that I’m just too old and out of shape. When three of the other women on the team tell me how much their performance improved by switching to road bikes with high pressure, low friction tires and light frames, I get a clue about how my situation on a heavy, fat-tired bike impedes my progress. Getting a faster bike clears my path for success.

In your large organizational change effort, think about how you can reduce the friction and smooth the way. Avoid the tendency to label individuals as flawed: “that person is a luddite and just won’t adopt new technology.” Take an objective look at the situation surrounding the resisters. Are there structural changes that will make it easier for people to adapt? If team members are resisting the switch to a new technology, look for unnecessary hurdles that can be removed. If staff are not finding time to achieve their learning goals, look for ways to build in time by letting them start an hour before opening or reserving an hour/week in a quiet office. Pair up learning buddies to learn together and coach each other.

5. Chunk the change
elevation of the RSVP bike rideYou may be clear about the direction and still see the end point as daunting and unattainable. For the RSVP ride, the elevation gain in those hills lights a bit of fear in my gut.  It would be ridiculous to try to ride the 183 hilly miles on the first practice runs. It’s just common sense to start out with easier near-term goals, building up from 25-miles to 50- and 100-mile rides. A cycling performance recommendation is to increase your mileage no more than 10-12% per week.

Think about the achievable increments in your organizational change. What are the small wins that will help people feel like they are advancing? Knowing that you are 20% toward the overall goal is a sense of accomplishment that increases motivation to go the rest of the 80%. If your overall goal is to get staff up to speed on 23 web tools, set weekly targets with a way to check off the achievement—it worked like magic for the 23 Things programs. When you construct a learning plan for staff, make sure there are some easy successes early on in the plan to build up that “money in the bank” motivation.

6. Find the bright spots
It may happen that I’m following my training plan but find that I’m struggling and getting discouraged. This is a good time to look around and see what’s working for others, or in Switch terminology, “find the bright spots.” If one of my teammates tells me that she makes sure to ride at least 5 times a week, that may be just the tip I need to improve my path.

Organizational change on a large scale will inevitably hit snags. Some of these will have been identified in step 1 so that the team is mentally prepared to encounter and overcome obstacles. It’s those unanticipated obstacles that can cause a plan to founder. When it does, look for examples of people or teams who seem to have surmounted the difficulty and figure out what they are doing that is enabling them and promote the solution to everyone. If one person is keeping on top of blog and Twitter news while the rest of the team claims to have no time, it may be that the exceptional person has her computer set to logon to those accounts so it’s the first thing she sees in the morning. If something is working for one person, it just might work for the many.

Good luck with your training and may the change be with you!

Betha Gutsche

Betha Gutsche has been a virtual librarian ever since receiving her MLIS from the University of Washington Information School. Immersed in the online community of WebJunction, she has cultivated community connections through forums, live online events, and writing stories about the library community. She has delved into e-learning design, curriculum development, needs assessment, and all things connected to social learning in the online world. Betha is the editor-in-chief of the Competency Index for the Library Field. She is now the manager of Project Compass, a program working with public libraries to augment their service to communities impacted by tough times. Underneath it all, Betha is an artist and loves to raise awareness of visual literacy and introduce people to the power of image.

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Teaching the Teachers

As Paul pointed out, train the trainer programs are really useful but are not necessarily offered all that often. Since one of my most recent projects was one of these programs, I thought I’d kick off my posts on this blog with a discussion on that project.

The program? We called it Teaching Teaching. (I described it in detail on my blog the other day.) Instead of going into the specifics of planning and content, I’ll use this space to talk a little bit about the drive behind the program, what made it successful, and how we knew it had done its job.

DEFINING “TEACHING TEACHING”

Teaching Teaching was a program that I worked on with a colleague, Roz Tedford, to support teaching at our library. We’re a mid-sized academic library that teaches traditional library instruction, technology workshops, credit bearing classes, and workshops for faculty.

This program took the form of a one-credit “course.” The program took place over two semesters (and will likely be revived in future semesters as well). In each, we treated it like a one-credit course, without the assignments and testing. The goal was to make a very low barrier for participation… the only thing people had to do was save an hour in the morning to show up.

For the first semester, Roz and I led classes. We’d model good instructional practices, and stick to around 20 minutes of lecture and discussion followed by an active learning exercise. We’d try to vary the exercises so that after the class was completed, people had a toolkit of potential activities to use when teaching.

The second semester followed a different model. By the time we had the second semester course, we changed the model. I wanted people to realize that they didn’t need an “expert” at the front of the classroom telling them what to think about and that every teacher is a potential resource. I started the semester with a facilitated discussion about what people wanted to learn, and set up the semester’s schedule around that. Then, each week, I sat with everyone else in the classroom and facilitated discussion.

WHY IT TOOK OFF

People were asking for a program like this. Teaching Teaching wasn’t something that I decided everyone needed to do. It wasn’t something the administration felt the library needed, either. Teaching Teaching evolved from several discussions I had with different librarians in the building and was based on their needs and interests.

People had a drive to do more with their teaching. People were already good teachers. Some had been teaching for a very long time. But people were interested in learning more about the principles behind what they were doing, understanding the research that supported some of the techniques they were interested in trying, and improving the good teaching already taking place.

This course was an opportunity for instructors with no obligations. I firmly believe that Teaching Teaching went over well because it was presented as an opportunity that people could choose to participate in, with no expectations for preparation or outside work. Finding one hour for something you’re motivated to do is much easier than finding an hour plus extra work time. And since people chose to participate on their own, there was no resistance to the program.

WHAT MADE IT SUCCESSFUL

Classes contained useful information. People came to learn, so I made sure we were covering content that would be useful. I planned the curriculum for the first course, because I understood the issues people were interested in learning more about and I had the background to know how to structure the content. And the second course was even more student-driven, as the entire curriculum was based off the conversation from the first day of class. Since we were all using valuable time to participate, I wanted to be sure that every class had something for everyone.

Active learning was central to the design of the workshops. We knew people wanted to learn more about how to incorporate active learning techniques, and we knew it would help people learn the content more effectively. However, as most of the participants preferred learning in lecture-style settings, we were careful to construct exercises that would be non threatening, and would make good use of pair and group work. In the end, people enjoyed it and had new ideas about how to incorporate active learning into their own teaching.

The class became a community of learner/teachers. I heard over and over again that people got as much out of being part of the group as they did from the content of the courses. People said that having an hour a week to set aside for thinking about instruction helped them be more intentional and reflective of their work. Knowing that they’d have a session to share new ideas and ask questions every week meant they were able to adapt and change things more quickly. And, as we phased into the second semester, the transition to a learning community was truly illustrated as I shifted to a role where I tried to keep my mouth shut for much of the sessions.

HOW WE KNEW THE PROGRAM WAS A SUCCESS

People kept coming back. I originally had doubts about attendance for this program. An hour every week for two semesters meant people were devoting up to 30 hours of time to the program, or nearly a work week of the year. Everyone’s swamped (who isn’t these days), yet over half our teachers attended every session for the first class, and a smaller group of the same people attended every session of the second semester. Nothing says things are going well like repeat attendees!

People indicated they didn’t need a third semester. Towards the end of the second course, I started asking around about the need for another semester. I felt people had a pretty good grasp of the material, and wasn’t sure it was the best use of time at that point. And most people agreed. However, it was interesting that many asked we reserve the right to do something like this again, perhaps at a more advanced level, in future semesters.

Librarians started doing more instructional design. I noticed that librarians were doing more instructional design. Whether it was redesigning their credit course based on the Teaching Teaching information or working with faculty members to adapt their assignments based on library resources or technologies, more librarians were doing more instructional design work as part of their day-to-day jobs.

My role had changed. When I first became the Instructional Design Librarian I often worked with library staff to adapt their classes based on specific issues. By the end of the Teaching Teaching program I more often met with library staff to verify that they were on the right track and doing good work. My role as an instructional designer had shifted from a consultant role to a second set of eyes to double check the (good!!) work that had already been done.

So that’s the story of Teaching Teaching. Don’t worry, I didn’t teach myself out of a job. But as a train the trainer program, it was a successful one. With good planning, some work along the way, and constant feedback from participants, we were able to develop a program that supported the work of the library and is helping us better meet the needs of our users.

Have you done any train the trainer programs? What made them work for your community? How did you know they worked?

Image Credits:

pronouncing dictionary by Muffet
Shuttle Endeavour Blastoff by jurvetson
successful business woman on a laptop by Search Engine People Blog
New Years Eve 2006 by monkeyc.net

Lauren Pressley is the Instructional Design Librarian at Wake Forest University. She also blogs at Lauren’s Library Blogs and spends a fair amount of time at Twitter, too.

Lauren Pressley

Lauren Pressley is the Instructional Design Librarian at Wake Forest University. In this role she works with librarians and faculty to improve the design of their teaching and to share information about integrating appropriate educational technology. She also works with emerging technologies. Lauren’s passion is helping people learn about the changing information landscape and think about what that means for them as consumers and producers of information. Recently Lauren published So You Want To Be a Librarian and Wikis for Libraries. She was an ALA Emerging Leader in 2008 and was a recognized as a Library Journal Mover & Shaker in 2009. She frequently writes and presents on education, instruction, technology, and the future of libraries. Lauren also blogs at ALA Learning, tweets as @laurenpressley, and can be reached at lauren@laurenpressley.com.

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Under the Influencer

Influencer--the bookI’ve read three books this year that have made me rethink approaches to teaching and presentation: Made to Stick, Brain Rules, and now Influencer: The Power to Change Anything. Influencer is about sources and strategies of influence that effect significant change in people and communities. Teaching is influencing. The application of the ideas in this book to leading and learning is potent.

Influencer is threaded with stories that reinforce the authors’ ideas. The most powerful story is that of the Delancey Street Foundation, a “self-help organization for substance abusers, ex-convicts, homeless and others who have hit bottom.” Their successes are all the more inspiring for the enormity of the challenges and intractable behaviors to be overcome. The challenge of training library staff and guiding them through change seems totally attainable by comparison.

You really need to read the book to get the full development of the processes. I’ll just highlight some key takeaways, with a few Delancey Street examples.

Outcome is good but behavior is vital

This was a light bulb revelation for me—that focusing on outcomes is not the best way to achieve them. Outcomes are certainly desirable but they’re not concrete enough. For someone who is trying to kick a drug habit, the outcome is to become drug-free. That’s a noble goal, but it so often succumbs to failure. A person needs a whole lot more than the target outcome to achieve success; he has to know exactly what to do. The individual must learn the day-to-day, minute-to-minute behaviors that need to change every step of the way between addicted and clean.

Strong influencers take the focus on behavior a step further and identify the vital behaviors that are pivotal to unlocking a flood of change. Changing just a few key behaviors can cause problems to “topple like a house of cards.”

At Delancey Street, “the hardest thing we do here is to get rid of the code of the street. It says: ‘Care only about yourself, and don’t rat on anyone.’ If you reverse those two behaviors, you can change everything else.”

When deviance is desirable

An effective method for identifying those vital behaviors is to look for “positive deviance.” Who is achieving success against the odds and what are they doing that differs from the norm? Once the unique behaviors are filtered out, test them to see if they can be replicated with other communities.

Get personal

“Personal experience is the mother of all cognitive map changers.” Great teachers and presenters can certainly be verbally persuasive, moving an audience to open their minds and think differently about a topic. But real learning involves some actual change in behavior, and that happens most readily from direct experience. At Delancey Street, any attempt at preaching values or making eloquent verbal appeals may be met with a reactive volley of profanity. Residents make progress by doing, by putting into practice new behaviors before they even understand the full intent of what they’re doing and what they’re supposed to be learning from their actions.

Eat the elephant one bite at a time

The phrase is becoming a cliché but I still love the image it conjures. When the challenge to change looks enormous, when the learning curve looks impossibly steep, just get out your fork and dig in one bite at a time. For Delancey Street residents, the bite of the elephant may be as small as learning to set a table—first get the fork in the right place, then the knife ….

You can sign up for a free account with the Influencer website and download the Influencer Worksheet to help plan your next training initiative. However, it probably won’t make enough sense until you’ve read the book. If every library trainer reads and implements Influencer ideas, will we be riding on the top of a tidal wave of positive change?

Betha Gutsche

Betha Gutsche has been a virtual librarian ever since receiving her MLIS from the University of Washington Information School. Immersed in the online community of WebJunction, she has cultivated community connections through forums, live online events, and writing stories about the library community. She has delved into e-learning design, curriculum development, needs assessment, and all things connected to social learning in the online world. Betha is the editor-in-chief of the Competency Index for the Library Field. She is now the manager of Project Compass, a program working with public libraries to augment their service to communities impacted by tough times. Underneath it all, Betha is an artist and loves to raise awareness of visual literacy and introduce people to the power of image.

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