Social learning and the Filter Bubble

 Buy the Bubbles

Earlier this year, Eli Pariser asked two friends to type “Egypt” into Google and show him the first page of results. One of them got articles on the Egyptian protests and the Arab Spring; the other got travel guides with no mention at all of the political unrest in the country. That’s just one example from Eli’s recent lecture at the London School of Economics on the “Filter Bubble“.

Facebook, Google and many other websites are engaged in a race for relevance. Analysing records of your past online behaviour their algorithms attempt to predict what you mean and what your intent actually is. This is used to give you personalised content based on what that code thinks is most relevant to you right now. Clearly useful, when, for example, I want to find the speaker’s slides from a session I attended last week. I want the single right answer, even if I search generically on “social media seminar”. However, this degree of personal relevance might well prevent me from seeing the other search results I actually need, such as discussion from an earlier session I missed or the details for the next one in series. Goodbye discovery, serendipity and synchonicity.

Remember all that small print on investment products that says “past results are not an indicator of future performance”. The same is true for past learning needs. The very things that make social learning using social media so valuable also make it highly susceptable to the Filter Bubble.

Of course, bias is everywhere. If you tune into Fox News or read The Guardian, the bias of Glenn Beck or Polly Toynbee are absolutely “in your face”. You are also making a conscious choice, are probably well aware of the editorial line and everyone watching/reading gets the same thing. Online personalisation uses a membrane of invisible filters you are not aware of. The bias is passive, you don’t know the criteria for selecting what’s in or out and the view you get is unique to you.

All three of key problems Eli cites for the Filter Bubble apply to social learning:

  1. Distortion: you see more of what is familiar to you and your close/strong tie network. Stuff you agree with, very little that is challenging to your point of view.
  2. Psychological Obesity: Recommendations only from “people like you” based on immediate relevance are the equivalent of a junk food diet for the mind.
  3. Control: Personalised search is making choices for you and you have little or no control over it. Kranzberg’s first law of technology says: Technology is neither good nor bad; nor is it neutral. The personalisation code cannot be pure or neutral – who does it work for?

Looking at some specific examples and potential remedies:

  1. Like button: The Like button is a key mechanism for propagating content in Facebook or Yammer, etc. “Like” is a postive affirmation easily applied to positive news and comfortable views. So that’s the stuff that moves quickly and forms the “common” context in your network. It is much harder to “like” a complex or challenging article or point of view on, say, trusting staff to use open access to social media wisely. We aspire to open and honest online discussion, but unless the organisational culture really supports it, we’ll not discuss uncomfortable topics for fear of making a “career limiting move”. So the safe options make it to the top 10 and get “liked” re-inforcing them as the concensus.
    • Remedy: Eli suggests moving away from relevance and “like” as the sole rating and recommendation indicators. How about adding other options such as “important”, “uncomfortable”, “challenging”,”other point of view”. If we’re stuck with Like, then also add a comment on why you like it (because it reminded me of…, got me thinking about…, was well argued even if I don’t agree)
    • Remedy: Reward and recognise people who consistently work to link the tribes in your organisation (and externally, especially with stakeholders)
  2. Personal Learning Network: A key reason for corporate social network is to help teams share and learn together but the dangers of re-inforcing silos and supporting group-think are clear if we only follow each other and the usual suspects in our area.
  3. Access and moderation: Social media tools are feature rich, yet often in the corporate environment many of these features are overly restricted. An organisation I worked with introduced a community-based collaboration tool which included blogs. Unfortunately, permission to blog on a number of groups was restricted to people who “were well-known” in that discipline and comments were only displayed after moderation. There were no clear criteria for what “well-known” actually meant. Blogging as a way to build peer recognition was denied.
    • Remedy: Trust your coporate communities to self-moderate and open the full feature set to everyone

Social learning uses the very tools that generate Filter Bubbles. You can’t turn it off completely (and you probably don’t want to) but you can dial down its bad side effects. Simply remembering that the map is not the territory is a good start. Otherwise the filters will gradually exclude more and more until instead of easy access to a web of everyone, everything, connected, you have a web of one. Yourself, multiply reflected.

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Agile and Alphagov applied to workplace learning

I’m impressed with the Alphagov project, (and also agree it got some things wrong).  Alphagov is based on the Agile software development methodology and some key principles:

  • data-driven
  • user-centred
  • outcome-focused
  • fast-paced iterations
  • evaluation & feedback as real-time improvement guide
As Sharon Odea nicely outlines,  the Agile approach can be transferred communications campaigns. It also has great potential application in development of workplace learning.
 
Data-driven
The conventional approach to capturing learning data follows a waterfall model – Training Needs Analysis (TNA), programme design, evaluation and review, etc. The TNA might include analysis of employee skill profiles. This is useful but is accurate only at the time such “snapshot data” was taken. It can also suffer from “tickbox-iness” as responses to the TNA or filling in the skill profile are seen as an admin task detached from people’s “real work”.
 
Alphagov approach: Analyse the organisation’s performance against its declared strategies and goals (not just what it does but how it does it). For example, what’s the time-to-market from idea to product/service purchase? What do results from employee engagement surveys, etc. tell us about how the organisation really works? Then include skills, experience and interests into employee user profiles within an organisation-wide collaboration tool. Employees get the benefit of an always up-to-date staff directory which helps them find, connect and network with others. Managers can search for people with the skills they need for particular projects. Analysis of the collective data can then reveal areas of strength and potential development  needs (N.B this is not analysing individual profiles).
 
User-centred
Conventional TNA can be open to leadership-bias on what is needed and what is important. The first key milestone for an L&D programme is often the sign-off by the senior leadership team. Meeting what the leadership wants can become more important than designing a programme that meets the needs of the staff.
 
Alphagov approach: Engage staff at all levels from the start and crowd-source the TNA. The L&D programme is there to improve business performance, support skills development and, where it can, the career aspirations of the employees. It is an essential part of the business, so managers and staff need to have “skin in the game” and some responsibility for its success.
 
Outcome-focus
A recent meeting of the Corporate Executive Board’s Corporate Leadership Council (CLC) reported that 81% of Chief HR Officers felt their organisation’s leadership development programmes were failing. The common root causes for such poor return on investment were cited as:
  • Disconnected Strategy: Leadership Strategy is not integrated with business strategy.
  • Misaligned Outcomes: Leadership outcomes/metrics are not connected with business outcome
  • Uncoordinated HR Activities: Leadership activities are not integrated with other HR activities.

Similar criticisms could be made of L&D programmes as a whole. A lot of success metrics for L&D focus on the programme itself (e.g. event attendance rates, cost per learner) rather than positive impact on business performance.

Alphagov approach: Measure the success of the L&D programme in terms of related improvement in business performance and effectiveness. If the L&D programme is meeting employees development needs you could expect to see increased engagement and retention, with reduced recruitment and induction costs. If the programme is successfully building skills, good productivity measures will show it. Obviously, external factors will also impact business performance. There is an interesting analogy to medical assessment. Imagine L&D as one part of a treatment programme for a complex health condition. Then apply the well-tested approaches of modelling health treatment impacts to show what difference L&D makes to the health of the business.
 
Fast-paced
Traditional L&D programmes are often planned with fixed dates for all events on year-long schedules. Need to learn about, say, Stakeholder Analysis? Wait for  the course in 4 months time!
 
Alphagov approach: Set the dates and venues for the year (if you need to) and outline a provisional year-long programme but only fix the topics for a block of 3 or 4 months. If the business needs or employee demand changes, re-sequence or introduce new topics for the next block and so on. Use informal, social learning to provide even faster response (e.g. run scheduled IM discussions, like Yam-Jams, on hot topics as they arise; ask internal experts to curate a topic on a wiki, etc.)
 
Evaluation
Conventional evaluation models are based on formal learning approaches and do not adapt well to more informal, social learning (e.g. Dan Pontefract’s criticism of the Kirkpatrick model). Harold Jarche makes the case against making training more efficient as an end in itself:
 

Training more efficiently is a mug’s game. Managers and workplace performance professionals should focus on Working Smarter, by helping people learn and develop socially.

Alphagov approach: Effective workplace learning takes time and effort and the impact needs to be evaluated. However, the predominant Taylorist view of ROI doesn’t work for evaluating learning in the networked world of knowledge workers. In Alphagov, analysing search engine logs gives useful hard data but needs to be combined with qualitative judgement on the user’s real intent behind the keywords used. Similarly, workplace learning evaluation needs to combine quantitive data from the events/interactions in the learning programme with business performance metrics and qualitative assessment to understand its real impact.

The truly different thing about the Alphagov approach is the willingness to go public at such an early stage and invite comment and criticism from all. It’s a clear statement that the development team don’t think they have, or will ever get, “the answer” or that any single answer exists. As we move from formal to informal/social approaches, L&D teams need to be similarly brave.

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Impact of social media on informal learning

Is your lunch hour company time or your own? Apparently, 96% of participants in a recent CARA survey say informal learning should happen on company time (only 4% said it should occur on their own time). Yet the most useful informal learning approach was “lunch and learn”.

This is just one of numerous interesting results from a CARA pulse survey of 125 businesses across a range of industries in the US. The survey looked at attitudes to social media as an enabler of informal learning at work.

According to the survey:

  • 82% use social media to advance their own professional skills and resources
  • 81% believe social media offer valuable learning opportunities
  • 98% think social media are changing how they learn and access information

However, businesses worry about:

  • Time-wasting and loss of productivity
  • Network access and security
  • Knowing which sources/recognised experts are legitimate and trustworthy

Restricting social media access will have little impact on productivity of disengaged staff. They’ll find other ways to waste time or just use the smartphone in their pocket rather than the corporate PC and network.

Keeping an organisation’s network secure is clearly vital. Allowing access to the social media platforms and their associated apps can compromise network security. As a government CIO said recently, tongue-in-cheek, when asked to define social media “That’s the stuff I block”. Such blanket bans are the easy solution to maintain security. They are also one of the reasons Gartner consultant Andrea Di Maio thinks Gov 2.0 initiatives are failing. They prevent employees from sharing knowledge with colleagues, engaging clients and stakeholders and learning from others.

In many organisations it is left to IT departments alone to make this security vs. access decision, case by case. The security issues are easily quantified, the business benefit for each individual website is less so. Benefit really comes from the collective use of a range of web resources over time. Determining the balance point between security and openness is a strategic decision for the organisation as a whole, not just the CIO.

Knowing who or what sources to trust is an ongoing issue. Social media bring this into sharp focus because “people trust their networks”. Traditionally experts are identified and defined by their industry/discipline/profession as a whole. Social media allow me to choose who I follow or rate and I will be significantly influenced by my online networks. As the CARA report says:

“Without the filter of the employer or the industry determining who is a true expert and which information is accurate, informal learning via social media gives credence to a much broader scope of resources and information”.

Using social media this way is a direct challenge to expertise, who defines it and how.

Picking up on their own findings, one of CARA’s suggested strategies for enhancing informal learning is to introduce social media approaches like webcasts as part of “lunch and learn” sessions. Maybe the first topic, on organisational culture to support informal learning, could be “who’s lunch hour is it anyway?”

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Defining digital skills for government communicators

Government communications is radically changing, as shown by the COI review and shift to digital channels. Job roles are changing in response and staff will need to pick up new skills quickly and effectively. None more so than in digital comms.

So what are the key specialist skills for digital communications in government? Can we define them in a way that easily supports skills development for individuals and teams? What digital/social media skills can be made “mainstream” and what really are specialist capabilities?

What’s in and what’s out of digital comms is notoriously difficult to define. One reason is mission creep. Where does digital comms stop and general business and leadership acumen start? It was hard enough when there was only a website to worry about. Now we also have the proliferation of digital channels, public and employee expectations about social media and an incessant demand to transform public service delivery.

A good example is website convergence (the Ministry of Justice is reducing about 160 sites to around 10). Digital teams find themselves dealing with more than just content management and rationalisation, complex as that is. They are also drawn into IT infrastructure, stakeholder management, service contract re-negotiation and much more. Convergence can also get caught up in branding, organisation independence and other issues needing deft diplomacy rather than digital technology.

This highlights another issue, disentangling the specific digital skill (e.g. writing for web usability/accessibility) from the “common to all communicators” skill (e.g. writing clearly in plain English). Also, skills need a foundation in knowledge and behaviour. Of course, web convergence needs good editing skills. It also needs specialist and general business knowledge. All supported by key behaviours such as building relationships with stakeholders in the organisations whose websites are being targeted.

So, where to start on defining digital skills?

There is an existing GCN Core Skills Framework for Professional Communicators. However, written for a different time and comms context, it only mentions digital skills a few times in areas such as “channels and technology”. There is also some notable external “prior art”.  Steph Gray proposed an overview of government digital disciplines, nicely visualised in a Venn diagram. The Society of IT Managers (SOCITM) also did some work last year on defining skills for web professionals. This was intended as an explicit extension of the well-known SFIA framework. Unfortunately, this still seems to be stuck at the draft proposal stage.

Combined with some digital skills audits this provided enough to get some discussions and workshops started, involving digital comms specialist from across government. That generated a lot of flipchart lists and Post-it mark-ups. It also showed some big differences in apparently similar roles and functions, prompting an explicit split between:

  • Skills (what I need to do)
  • Knowledge (what I need to know) and
  • Behaviour (how I need to do it)

For five different levels of experience from entry level Information Officer (IO) up to Senior Civil Servant (SCS). Additionally, thinking about the current and future trends Robin Riley highlighted the following key themes:

  • Managing excellent websites (SEO, user journey, hosting, site analytics, site design, IA, accessibility, branding, archiving etc.)
  • Managing digital content (editing, writing, curating content across multiple sites, designing and commissioning interactive products etc.)
  • Exploiting Data (open data, transparency, apps, APIs, data protection, copyright etc.)
  • Engaging Digital Communities (social media, community management, e-consultations, live events etc.)
  • Gaining insight through digital (user analytics, customer behaviours, web trends, reputation tracking, early warning etc.)
  • Supporting communications through digital (digital component of campaigns, digital internal comms, digital media monitoring and response, online news etc.
  • Enabling the digital business (transactional services, driving digital default, collaboration tools, technology watch, internal social media, staff social media guidelines, etc.)

Taking these together provided a matrix of experience level against skills, knowledge and behaviour in each of the themes.

Filling out each matrix with lists from the workshops highlighted some key gaps. The majority of skills identified were in just three theme areas: managing websites, managing content and supporting communications. While they will remain important, it’s likely the future focus will be on the other areas. Exploiting data, engaging communities, gaining insight and digitally enabling government business will be key areas for individuals and digital teams to develop their skills, knowledge and behaviours. 

The next step is to get wider direct involvement from the digital community to both “fill in the blanks” in the matrices and check completeness/validity. The new Buddypress-powered GCN community site provides some useful collaboration and crowd-sourcing support for this.

Of course, the acid test will be how helpful this framework is for identifying development needs, creating specific role profiles, etc. Watch this space.

This article is also published as a guest post on Neil William’s Mission Creep blog

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Jane Hart on “10 steps for working smarter with social media”

How can you get significant performance improvement from social-media supported informal learning? Yesterday, Jane Hart (@c4lpt) managed to squeeze a hatful of interesting approaches, ideas and practical examples into an extremely valuable 1-hour webinar via the Learning and Skills group.

The vast majority of effective learning actually happens informally. Chats with colleagues, seeing someone do what you need to, being given a challenge where you have to learn and apply new skills to succeed, etc. However, the vast majority of workplace learning is expected to happen through courses and other formally structured events. Formal learning is mostly defined and delivered top-down, from the centre by a specialist team like HR. Explicit Learning Management Systems and evaluation models like Kirkpartrick make this relatively easy to track and measure in a way senior leaders can readily understand.

Social media is a key enabler for staff to learn informally. Unfortunately, the lack of a discreet learning “event”, pre-defined learning objectives or outcomes makes it hard to evaluate the learning.

Jane’s resolution to this conundrum is to change the measure. Instead of trying to measure learning as if it was a isolated element, she advocates tracking business performance improvement. If someone is struggling to reconcile contributions from 10 colleagues into one master document, don’t send them on a Word training course. Avoid just measuring the time the next aggregation activity takes. Instead, change the process to collaborative authoring and introduce a social tool like Google Docs. Then measure the impact on overall quality of final document and its effectiveness in achieving its purpose.

This was one of Jane’s examples for “Building social resources together”, one of  her 10 steps for working smarter with social media.  This is a slight mis-nomer as they are not fixed sequence, more a flexible set of approaches that fall into 3 categories:

  • Raising awareness to develop self-sufficiency through social media
    • Help with personal knowledge management
    • Develop team collaborative skills
    • Help establish and maintain Communities of Practice (CoP)
  • Using social media within a Performance Consulting approach (to solve business issues)
    • Help people design and build their own solutions
    • Help teams build social resources together
  • Embedding social media in the organization.
    • Build CoPs into formal learning
    • Integrate learning into workflow and workflow systems
    • Lead by example

There was some discussion on the webinar around the effectiveness of Communities of Practice. My first experience nuturing CoPs was over a decade ago, when web intranets were still mostly just a concept. They can be incredibly effective but the organisation culture needs to support them as a legitimate way of working, not an optional extra to be squeezed in if and when you have a free moment. It is also useful if some members of the CoP take on the role of facilitators or curators of the knowledge sharing. Taking the time to summarise exchanges, aggregate bits of knowledge from different streams and cross-reference information transforms “you had to be there” discussion into useful shared references.

The 10 steps are fully explored in Jane’s Social Learning Handbook, which is well worth a look.

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Are you social or anti-social? BCS discussion on social media and collaboration

Challenged to concisely define “social media”, a CIO in the audience jokingly replied “Social Media? The stuff I block!”. The best line of the night from an interesting discussion at the BCS London branch under the banner, Are you social or anti-social?

All three panelists provided interesting examples of social media in the workplace and its potential impacts, both good and not so good.

Jemima Gibbons (@jemimag) illustrated the power (and perils) of grassroots led efforts with Best Buy’s Blue Shirt Nation. Set up by two employees for the princely sum of $100 it become an incredibly vibrant employee community credited with significantly improving staff retention. Everything was fine until the company decided a “proper” system was required. Unfortunately this was perceived as too hard to use and overly moderated. It was quickly deserted. Another example was Luis Suarez at IBM. As Jemima said, he greatly benefited from IBM’s need to have public social media champions. However, his work still demonstrates that social and collaborative tools can provide great flexibility in how and where employees work while maintaining high productivity and quality.

Joanne Jacobs (@joannejacobs) took on some key questions on the corporate uptake of social media. Is it a fad? No, it’s not going away. People enjoy being able access what information they need, when and in the format they want.  Gartner predicts that by 2014, “over 3 billion of the world’s adult population will be able to transact electronically via mobile or Internet technology“. Social media is here to stay. This chimes with  An Optimists Tour of the Future, in which Mark Stevenson takes the position that change is going to happen, the question is do you want to influence it?

Joanne’s view on the qualities of a social media strategist included:

  • experience designing and delivering training
  • expertise in marketing and real strategic planning (Porter’s 5 forces, etc.)
  • can write a comprehensive business plan and understand financial statements
  • uses the technology and understands how it works
  • has specific experience matching the organisational need (e.g. sales, organisational development, etc.)

Finally LJ Rich (@ljrich) looked at how companies and communities have responded when social media “goes wrong”. Drawing on examples such as #Ciscofatty and the response to the Daily Mail’s article on Sarah Baskerville. Peter Parker’s Uncle Ben tells him, “With great power comes great responsibility”.  LJ echoed this “With more powerful tools comes more ways to be mis-interpreted”.  Given the compressed and dis-associated nature of 140 character tweets, responding to percieved slights needs to be done with empathy.

The panel discussion focused on issues of security and potential loss of productivity. This mirrors the main blocks to the corporate uptake of social media found by the CARA survey, Social Media’s Impact on Informal Workplace Learning.  Fears that access to new technology will distract employees from “real work” are nothing new (same was said about mobile phones, Web 1.0, e-mail, and probably fax machines). The rapid adoption of smartphones and other mobile devices simply means that if they wish, employees can “waste time” on social media regardless of access through their work PC. It’s a corporate culture/line management/employee engagement issue rather than a social media technology one.

It seems many organisations currently support last night’s CIO, unfortunately as a directive rather than a joke.

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Digital curators for organisational knowledge banks

Like many organisations, the Civil Service is using wiki’s to help capture and share knowledge and best practice.  There is a lot of good information in these “knowledge banks”. However, they tend to have a low profile and, in the daily press of events, they are easily forgotten. Updates are ad-hoc and the overall structure can become too complex to easily use.

Reading Erin Scime’s post on Content Strategist as Digital Curator, has spurred me to see if I can recruit Digital Curators for one of these wiki’s which is dedicated to specialist communications knowledge, the GCN KnowledgeBank. As Erin says:

In galleries and museums, curators use judgment and a refined sense of style to select and arrange art to create a narrative, evoke a response, and communicate a message. As the digital landscape becomes increasingly complex, the techniques and principles of museum curatorship can inform how we create online experiences

For a knowledge bank wiki, Digital curators would be stewards for a specific topic, say, press campaigns or communications strategy. They would  hand-pick the best material from the knowledge bank and external sources around that particular topic, arranging content into key themes and cross-linking to related material.  As experts in the field, they’d know their target audience and work to build a relationship with them. For example, by kicking off online discussions, etc. Optionally Digital Curators may also add annotations and comments to wiki content, in their own distinct voice. Erin again,

Just as curators produce thoughtful exhibitions that juxtapose pieces of work against one another to create meaning and spur excitement, content strategists must approach a business’s content as a medium that needs to be strategically selected and placed to engage the audience, convey a message, and inspire action.

This is all about responsible collection management. Because collection management requires time and can need resources and money, it’s tempting to eliminate it when it comes time to trim the budget. In reality, it puts you in a position to create smarter, more targeted, focused, and more efficient content for learning and knowledge sharing within an organisation.

Of course, the role needs to be attractive to potential curators (experts always have many calls on their time). Being a Digital Curator needs to be a high status role with the opportunity to:

  • Increase peer recognition of subject expertise and how to communicate it effectively.
  • Focus the curator’s own learning and keeping up to date on key topic
  • Develop their skills in, say, influencing others to create topic content to fill gaps in the knowledge bank, etc.

Value to the curator’s own organisation and, in this case, the wider government communications community include:

  • Creation and sustained maintenance of key communications knowledge in a form that is easy to access and use on demand
  • Effective, no cost knowledge sharing and capability building
  • Reduced training costs

In a bit more detail, the outline role for a Digital Curator could be to:

  • Analyse the existing content and recommend high-level steps to make it more cohesive. This may include:
    • Re-organising and positioning to make content more relevant
    • Linking to high-quality external resources and materials (e.g. blogs, best practice guidelines, active discussion groups, etc.)
    • Balancing attention of timely (e.g. headlines, new content) with timeless (e.g. core methods and approaches)
    • How users are made aware of related content
  • Create/refine strategy on how to manage content for the long-term
    • Create/maintain an effective metadata structure (keywords, synonyms, etc.)
    • Guides for effectively structuring user-generated content
  • Build relationship with users
    • Stimulate conversation
    • Communicate insights
    • Encourage user contributions to content, adding links and bookmarks, etc.
  • Create or commission new content to fill gaps or update existing material
  • Use analytics and evaluation to ensure new content is what users want, etc.
  • Network with curators of other topic areas
    • Share experiences, hints & tips on
    • Using wiki and other tools
    • Collaboratively develop standards, templates and guides

The role itself is really a stewardship, owning the topic content for 3-6 months before handing over to someone-else. Depending on the state of existing content and structure, each curator may decide to focus more on some of these tasks than others. Clearly, curators would need to be allowed time to do these things, at least a couple of hours a week. It also needs to be an explicit part of their personal development plan with specific objectives, evidence and evaluation of outputs, outtakes and outcomes. Finally, and vitally important, senior managers and leaders need to demonstrate their support, maybe as curators themselves for a short-period.

I’ll be working with my colleagues to get some Digital Curators in places to support the GCN KnowledgeBank. I’d be very interested to hear from others doing something similar and for your general comments.

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