Pattern Making, Pattern Breaking Using Past Experience and New Behaviour in Training,

http://www.gowerpublishing.com/isbn/9780566088537
Pattern Making,
Pattern Breaking
Using Past Experience and
New Behaviour in Training,
Education and Change
Management
Ann Alder
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Why are Patterns so Important
in the Facilitation of Learning?
Much of this type of learning
is still at the heart of modern,
professional and vocational training
whenever trainers seek to create
consistent and automatic responses.
Think of examples from the training
environment:
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Traditionally, workplace training
(rather than the broader field of
education) has been an instructional
process. Experienced and skilled
operators (master craftsmen) passed
information, knowledge and technical
skill to their apprentices. Knowledge
was tested through theoretical
examination: physical and technical
skill was developed through structured
practice and observation and tested in
practical demonstration.
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The correct sequence of steps in a manufacturing assembly process.
The features of a selected product that make it best suited for a
stated purpose.
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The correct procedure to follow in dealing with a customer complaint.
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The standard pre-flight checks a pilot learns before aircraft takeoff.
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At its most basic, the type of learning that this requires is rote learning: repetition
of words, formulae or actions, sometimes without any real understanding of
meaning or implications. When my very young son was learning to count he
consistently counted: ‘One, two, three, four, five, seven, eight ….’ On one occasion
my response was, ‘What happened to six?’, to which he replied confidently, ‘One,
two, three, four, five, what happened to six, seven, eight …’. A repeated pattern,
yes, but clearly not yet a pattern that is entirely useful!
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My experience, and the focus of this book, is in working with adult learners
in the context of their professional lives. Having been a learning designer
and facilitator for more than 30 years, I have worked with individuals, teams
and organisations through periods of change, pressure, reorganisation and
achievement. My focus has always been on helping individuals to assess and
develop their own skills and behaviour in order to achieve the results they
want and need in their professional lives. For me, this is an on-going process of
helping people to recognise, evaluate and change patterns: patterns of action,
thought and habitual behaviour. This book focuses on the application of these
pattern changes in organisational and professional environments although I
recognise that there is much overlap in personal or life coaching and even in
therapeutic contexts.
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Being Clear About the Patterns You Want
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In organisational development programmes, despite a much greater
understanding of adult learning than we had some years ago, we still encounter
training programmes in which learning objectives are published as, ‘Describe
the Situational Leadership model’ or ‘Explain the principles of excellent
Customer Service’. Can the learners describe or explain? Yes. Can they use
the theoretical model to achieve a behavioural result? Not necessarily. Does
it matter? Only if you know very clearly what the purpose of your learning
intervention is and how you will evaluate success. If the learning is simply to
pass an exam by answering multiple-choice questions the knowledge may be
enough. If the learning is to improve supervisory leadership skills in action in
order to improve organisational productivity, simple knowledge is unlikely to
suffice.
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Why are Patterns so Important in the Facilitation of Learning?
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The trainer in an instructional and supervisory role is seeking to reinforce
an accepted body of knowledge, a set of principles or a learned sequence of
steps in order that it can be repeated and applied, many times, without error.
Just as a physical skill, for example, a golf-swing or a the ability to manipulate
a pair of chopsticks, is learned through observation and practice, so many
professional skills are developed through instruction and repetition, until they
become automatic. Traditional on-the-job training uses this method: observe
someone else carrying out the process, become familiar with the patterns,
perform the task under supervision until the pattern is established, then
perform it independently.
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We experience this physical pattern-making in muscle-memory which
demonstrates that the body has begun to groove in a pattern of movement.
Compare, for example, the concentration required to co-ordinate two hands
when learning to play the piano, or hands and feet when learning to drive,
with the unthinking movements of a professional musician or driver. The
automatic response only comes after patterns are repeated and refined until the
outcome is entirely predictable. We also experience this when we can respond
to a question with the correct answer, without any effort, because the answer
is firmly embedded in memory. In this type of learning, the instructor retains
a high level of control over the outcome. Standards are predetermined, there
is a clear, correct answer (the pattern to be acquired) and achievement of that
standard is relatively simple to assess.
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This is pattern making in action. This form of training can, of course, be
delivered well or badly. Even in very technical, instructional training, the skills
of the trainer will have a huge impact on the quality of the learner’s experience
and the ease with which the pattern is acquired. Good instructors have always
recognised the need to involve the learner in the process of recognising and
assimilating these patterns. Let me use a story to illustrate this.
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A Learning Story …
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My elderly uncle and aunt, both in their 80s, decided to enrol on a series
of computer skills training classes. They wanted access to new technology
to enable them to access the internet, send emails and take, send and print
digital photographs. When I asked them how the classes were going, they told
me that they were making progress but that they had two instructors, one of
whom was ‘great’ and the other ‘useless’. I was interested to know what they
experienced as the difference. Their responses were interesting.
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The ‘useless’ instructor worked to his own agenda. He told them information
they didn’t need, which just confused them. He worked fast, demonstrating
long sequences of actions they could not retain. When they failed to
understand something, he repeated the words and the instructions he had
given them before. He demonstrated his competence – and undermined their
confidence in their own.
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The ‘great’ instructor worked with them, identifying what they already knew
and what new skills they wanted to develop. He asked lots of questions
that made them think. The questions they liked were framed to help their
understanding:
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‘What do you think would happen if you clicked on that icon?’
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‘What does this remind you of?’
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‘When did you do something similar before? What happened then?’
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‘Where do think this fits in to the sequence I showed you before?’
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They passed their exams.
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The ‘great’ instructor moved at their pace and gave them confidence in what
they did know. He described the computer in terms they understood, avoiding
jargon. He drew on their previous experience.
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This ‘great’ IT trainer understood the need to work with patterns. He
recognised that, even in a technical training programme, there needs to be
involvement and participation from the learner, in order to allow the learner to
recognise the patterns that are already in place (When did you do something
similar before?) and to start to create new ones (What do you think might
happen if …?).
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This trainer, in a technical subject, could be instructor, coach, guide and
facilitator. This is the challenge to trainers who want to work in more creative,
responsive and learner-centred ways: to design and deliver pattern-making
training that ensures that new knowledge and skills are retained and applied.
The trainer must become confident in managing the process, rather than merely
the content, of the learning.
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However, for many trainers, before they can work to develop new patterns,
they may need to consider supporting the learner in ‘un-learning’.
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In a published article, William Starbuck of New York University said,
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Learning often cannot occur until after there has been unlearning.
Unlearning is a process that shows people they should no longer rely on
their current beliefs and methods.
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Trainers, especially those prepared to move into a facilitative learning role,
may need to help people to break patterns. I have described some of the positive
advantages of learning skills and processes until they become reliable, easy and
consistent but this automatic functioning also carries problems. These are particularly
significant if we have formed patterns of ineffective or inappropriate behaviour or
are making decisions on the basis of incorrect or inappropriate knowledge.
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Studying failure and learning from it is a classic way to make unlearning
part of everyday experience. Unfortunately, because of the negative emotions
of failure, people tend to avoid thinking about the details, deny the facts, and
(often) make the same mistakes again later. While negative emotions may
grab your attention, moving to a dispassionate, or even positive, perspective
is necessary to effective unlearning. Sometimes, trainers need to create striking
ways of getting people to see the reality of a situation and the need to change
before they can adopt new patterns. Our role is to enable the learner to see the
old pattern, understand its effect and consciously break it, replacing it with a
new and more effective one.
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In many aspects of learning and development, especially those which
address values, competence, behaviour, personal styles and skills the trainer
necessarily becomes much more facilitative in style. Whilst the learning
objectives may be clear – for example, to enable individuals to explore how
they can be more effective contributors to a team – the actual content of the
achieved learning may not be predictable. Individual learners will have their
own insights, personal responses and ideas and these will form the basis of the
learning that they retain and apply for themselves.
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In this situation the role of the facilitator becomes even more clear: to help
the learner to recognise existing patterns, evaluate them, select the ones that
Starbuck, W. 1996. Unlearning ineffective or obsolete technologies. International Journal of
Technology Management, 11, 723–737.
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achieve the desired results, eliminate redundant patterns, modify or extend
others and introduce some entirely new ones.
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Creating new patterns can be a painful process. For anyone who has learned
and applied skills and behaviours, with success, for many years, asking them
to change those patterns can require major shifting of things that are important
to them. It can challenge self-esteem, throw people into confusion and create
anxiety. Good facilitators recognize this and work with the learner to ensure
that the value of the new pattern makes the process worthwhile.
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A Learning Story …
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Some years ago, I worked with Ambulance Station managers from a rural
UK Ambulance Service. It was at a time of significant change in the service,
when ambulancemen were increasingly becoming highly-trained paramedics
and when senior staff were required to take on extended business, man
management and financial skills as they managed in an increasingly commercial
environment.
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One Ambulance Station manager spoke to me at length about the difficulty
he was having in making the necessary changes to his work patterns. Having
followed his father into the service, he was an ambulanceman through
and through. Approaching retirement after 40 years in the service, he was
distressed.
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‘How come’, he asked me, ‘after 40 years of doing a great job, in a community
where everyone knows and likes me, where we’ve always offered a great
service, where I’ve been decorated and promoted, I’m suddenly no good at
my job any more? What’s wrong with me?’
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This manager had patterns of behaviour that had served him well all of his
professional life. What he was struggling to come to terms with was that the
patterns around him were changing so his behaviour was no longer seen as
successful in the new environment. He needed to be able to separate his feelings
about himself from his reactions to the changes he was facing: to maintain his
self-belief and personal confidence while he reviewed and made changes in his
professional role. This was inevitably a painful process, as the demands that
were being made of him were in conflict with many long-held, deep-rooted
beliefs and values.
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As a facilitator, my job was to enable him to work through this stress to
move to fit into the new order to be able to identify those personal patterns he
was prepared to change and how far he was prepared to move in order to fit in
to the new order.
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In this case, I was able to find a way of engaging the manager in a dialogue
that began this process. Knowing that he was an enthusiast for steam engines,
steam trains and old railways, I asked him to consider what was wrong with
the old steam engines he lovingly restored. ‘Are they worthless pieces of
junk?’, I asked. ‘Of course not’, he replied. ‘They’re fantastic pieces of precision
engineering. They’re functional, beautiful pieces of craftsmanship.’‘So why are
they no longer running up and down the railways of Britain?’ ‘Because some
***** changed the gauge of the track.’
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He then turned to me and said, ‘I see what you’re saying. There’s not much
wrong with me … it’s just that the world is changing around me. I just have
to decide what I’m prepared to change to go along with it and what is too
important to me to ever change.’
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In this type of situation, the trainer’s role is pure facilitation. The root
word of facilitating is facile: easy, fluent or flexible. The action word, facilitate,
means to promote or make easy. Essentially, then, the act of facilitating is to
enable something to happen easily. It is not to do the ‘something’ oneself but to
promote the doing of it by others.
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In our context, the something done by others is learning or, more precisely,
shifting a pattern of knowledge or behaviour to accommodate new insights.
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The cloudier and more complex the situation, the more the emphasis is
on the facilitator to help learners to recognise, select and create patterns. For
managers bogged down by operational problems, recognising patterns in the
way they work, communicate and problem-solve may allow them to redesign
their systems to achieve more effective results. For an individual struggling
to build and maintain working relationships, the recognition of the patterns
of behaviour that others perceive as arrogance may be the first step towards
improving personal credibility and influence.
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How Do We Help to Make and Break Patterns?
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In many ways, the traditional model of experiential learning supports this
process and is the reason why many facilitators choose to use experience or
activity-based learning methods in personal, management and leadership
development programmes. The positive advantages of facilitated experiential
learning are considerable and all trainers and facilitators should understand
the model as it gives significant insights into the way in which adults learn to
recognise and manipulate patterns in their own lives.
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Again, let me tell you a personal learning story to illustrate the importance
of using the principles of effective experiential learning in the design and
delivery of training and development programmes.
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A Learning Story …
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My story is set in Sri Lanka. As a young teacher of English, I had been posted
to a teacher training college in Sri Lanka, to work on curriculum development,
lecture on educational methodology and improve the quality of written
and spoken English for adult students in training as teachers. Part of my
responsibility was to supervise the planning and delivery of lessons during
teaching practice – a period of classroom teaching in local schools in which
the trainees gained experience and during which their performance was
monitored and assessed.
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My initial approach was straightforward: work with my trainees to identify
some best practice teaching methods, select the learning goals and learning
points, show them how to make the lessons engaging and interactive, prepare
visual aids … and deliver great lessons.
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The initial response to my early lesson planning ideas was polite but
unenthusiastic. My students muttered that my ideas would not be very
successful. Why not? Initially, they were cautious in their criticism but gradually
the truth emerged. I did not understand the working environment, nor did I
have the experience the students had of the culture, expectations and history
of the pupils. Had I forgotten that in the monsoon season, the classrooms
would be noisy from the rain driving onto the metal roof? Children could
barely hear the teacher, never mind each other! And, by the way, there would
be frequent power cuts so we may have to work in the dark. As for visual aids –
where were we to get paper from? Visual aids had to be prepared from
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carefully retained breakfast cereal packets and paper bags. Children shared
chairs, desks and books. There might be 90 children in a shared classroom. The
children expected to work in a teacher-directed way: chanting vocabulary and
grammatical constructions. They were not used to responding to questions
that required them to think – only to questions that elicited pre-learned and
memorised responses. The list of concerns went on.
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My students wanted me to tell them how to teach – but when I did, it didn’t
fit with their existing mental patterns of a primary school English lesson.
I wanted them to learn for themselves how to teach – but I didn’t bring the
depth of previous experience and cultural awareness to make my suggestions
appropriate for the school context. Neither did I recognise the uncomfortable
position I was putting my students in: the behavioural patterns they recognised
and valued meant that they did not expect to challenge anything I, as the
external expert and professional, said. How could they therefore tell me I was
wrong?
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Our solution was a joint one. Working with a group of 6–8 students, we engaged
in co-operative, problem-solving learning. We identified the problems we
faced and the learning objectives we wanted to achieve. We proposed ideas,
challenged each other, evaluated our resources, options and finally selected
learning activities and methods we believed would work.
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We then moved into the experiential learning cycle. The students took
the activities they had prepared into the classrooms and tried them out.
Immediately afterwards, I met with the students to reflect on the results. We
reviewed and discussed their experiences. What effect did the lessons have?
What were the responses of the children? What worked well and what didn’t?
What did the children enjoy and what helped them to retain their learning?
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Following the review period we spent time exploring our conclusions.
Something we had been confident about failed to engage the children. What
did we understand about why that happened? Something unexpected or
accidental got a great reaction. Why? What could we learn from that?
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The students then took the decisions from these discussions, the concepts
and theories they had developed together, and applied them in the next set
of lessons. So began a new learning process.
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By the end of eight weeks, the students were running their own planning and
review meetings. My role had become that of coach, facilitator and when
required, technical expert – usually to arbitrate in disputes over the use of the
English language!
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Without knowing it, as a young teacher I was facilitating learning as I took
my students through a series of experiential learning cycles. I was also going
through the experiential learning process myself as I came to understand how
to work with the students.
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So what, exactly, was happening on the college balcony during those hot,
damp, tropical evenings in a hill town in Sri Lanka? We were applying, stepby-step, one of the basic models of adult learning: the methodology by which
adults learn from experience and integrate that learning into their existing
theoretical patterns.
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David Kolb’s Experiential Learning Cycle is one of the best known and
most widely used models to explain how adults make sense of accidental
and structured experiences. Having developed the model over many years,
Kolb published his learning styles model in 1984. The model gave rise to
related terms such as Kolb’s Experiential Learning Theory (ELT), and Kolb’s
Learning Styles Inventory (LSI). In his publications – notably his 1984 book
Experiential Learning: Experience as the Source of Learning and Development – Kolb
acknowledges the early work on experiential learning by others in the 1900s,
including Rogers, Jung, and Piaget. In turn, Kolb’s learning styles model and
experiential learning theories are acknowledged today by academics, teachers,
managers and trainers as fundamental concepts in helping others to learn.
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There are four stages in experiential learning.
Experiencing is the first stage in which the learner acts with
intention or experiences something happening to them. This can
be a structured experience (a project at work, for example) or an
unplanned experience (experiencing an unexpected outburst
of anger from a colleague or finding oneself in the middle of an
unexpected problem). Experience usually involves immersion:
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1.
Kolb, D. 1984. Experiential Learning: Experience as the Source of Learning and Development,
Englewood Cliffs, NJ: Prentice Hall.
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in the act of doing, the participant may be so focused on the task at
hand that objective reflection is impossible.
Reflection involves stepping back from task involvement and
reviewing what has been done and experienced. The skills of
attending, noticing differences and describing results help to identify
subtle patterns and communicate them clearly to others. One’s own
existing patterns (values, attitudes, values, beliefs) influence what
is observed, differentiated and reported and language patterns are
also important, since without words, it is difficult to verbalise and
discuss perceptions.
3.
Conceptualisation involves interpreting the events that have been
noticed and understanding the relationships among them. It is at
this stage that theory may be particularly helpful as a template for
framing and explaining events. One’s paradigm again influences
the interpretive range a person is willing to entertain.
4.
Planning takes the new understanding and translates it into
predictions about what is likely to happen next or what actions should
be taken to refine the way that future experiences are managed.
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2.
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This model fits closely with the training and learning responsibilities I have
been describing.
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Step 1 of the cycle allows demonstration of current behaviour: familiar,
well-established patterns are applied into new situations.
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Step 2 considers the success and relevance of those patterns, beginning to
discriminate between effective and ineffective ones. These first two steps are
about pattern-recognition.
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Step 3 asks the learner to understand the patterns: where they have come
from, why they may need to be changed, what the changes might be. It is an
evaluative, analytical stage in which old patterns begin to break and new ones
are made available for consideration
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Step 4 is the pattern-making stage in which new ways of dealing with the
world are applied, strengthened and refined. Successful patterns are fixed,
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through repetition and reinforcement and gradually they replace the out-dated
patterns.
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In this work, I intend to use the terminology ‘experiential learning’ to
mean
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The process of engaging in an experience, with awareness and intention,
so that, with reflection and observation, personal conclusions can be
drawn and understanding developed. That conceptual understanding
can then be applied in new experiences and the learning cycle
continued.
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Using personal experience is crucial to pattern making and pattern breaking.
However, an experiential learning model alone is not enough. As a result of
their learning experience and personal learning style, learners may need other
support. This may come in the form of coaching, mentoring, reading and
research into theory, demonstration, instruction … all of which give the learner
further opportunities to develop.
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Experiential learning methods do not replace other forms of learning.
However, when combined with other best-practice methodologies such as
problem-solving, co-operative and generative learning, they offer a good
chance of learners experiencing training that supports them in breaking and
making patterns.
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What Does This Mean for the Trainer?
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What are the implications of this for the trainer? Working on the premise that
the trainer is supporting learners in pattern-breaking, pattern-making activity,
the trainer must be flexible enough to take on a number of roles.
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At one end of a spectrum, the trainer may be the focal point in the group,
supplying information, presenting and explaining theory and passing on proven
expertise. At the other end of the same scale, the trainer may become a process
facilitator, an expert in the art of not knowing, who guides process but never
determines the content or conclusions that the learners will create. Somewhere
in the middle are the techniques that most successful trainers will adopt and
move between: coaching, questioning, criticising, challenging and encouraging
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learners to make sense of the learning situations and environments they find
themselves in.
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The facilitator needs to be able to:
Establish and maintain an appropriate climate – supportive of
individual and group learning.
•
Clearly identify the objectives for the session: exploring the areas in
which learning is available.
•
Respond to the needs of the group and be prepared to adapt or
change the scheduled programme if the group needs to work on
other issues or follow unexpected leads.
•
Support the learning of the group but be clear that the responsibility
for learning lies with the group members.
•
Model appropriate behaviour so that the participants see evidence
of both good professional practice and personal integrity: the
facilitator ‘walking the talk’.
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Really effective trainers – whether they be the IT trainer teaching computer
skills described earlier or a process consultant working with a senior team on a
problem-solving process – demonstrate three core skills; sensitivity, diagnostic
ability and action skill.
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A good facilitator uses sensitivity, observation and listening to help learners
to recognise past and current patterns. This information is reflected back to
the learners in the form of feedback which helps them to develop their selfawareness and to decide for themselves whether the patterns described are
familiar, appropriate and important.
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Using observation and awareness, and checking reactions and responses,
the facilitator works with the learner to diagnose the most significant issues.
Much of this is done by reflecting back what is heard or seen and asking for
clarification, summary and a consideration of the effects. (When facilitating
exercises rather than real workplace groups, what is seen in the exercise may
be checked against what happens in the workplace.) This diagnosis may be of
symptoms that are relatively simple to address, for example,
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‘I notice that you are struggling with questions relating to this particular
topic on our curriculum, which I agree can be confusing, and that you
do not sound confident when challenged to provide evidence. Is this an
area you need to revise?’
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or it may be a diagnosis of something more complex and long-term, for
example,
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‘I have observed a pattern of behaviour developing in your relationship
with your boss, in which you justify your position and decisions in a
way that sounds quite aggressive. Is this something you are aware of
and is it potentially a problem for you?’
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Drawing on the experience, understanding and motivation of the learner,
the facilitator provides a framework, usually through structured questions,
which enables the participants to plan their next course of action and establish
how to apply their new learning.
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Learners often know the answers to many of their own dilemmas: the
facilitator needs to provide the focus and the structure that allows participants
to access their own knowledge and experience.
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Whilst the responsibility for learning lies with the learner, this does not
absolve the trainer or facilitator from carrying responsibility too! Whatever
type of training they are engaged in, trainers are responsible for the creation
of a supportive learning environment. This obviously includes the physical
environment – few people learn well if they are uncomfortable, cramped, too
hot or working with inadequate resources – but more important is the learning
culture that is created by the trainer.
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The facilitation of successful learning means establishing informal, relaxed
relationships within the learning group and between the learning group and the
facilitator. This in turn means developing a cohesive group which is effective
in managing process issues. (I focus on groups here, as this is generally the
learning context for organisational learning: action learning sets, study groups,
workshop cohorts, and so on. However, I also recognise that increasingly these
groups are virtual, connected via internet or intranet, in discussion groups or in
virtual worlds. I will address some of the implications of this in later chapters.)
Learning methods need to support the development of effective group processes
since the group itself is the major learning vehicle. Flexibility in developing
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relationships and in using learning methods is also critical. Plans have to be
capable of adaptation to meet changing circumstances and demands.
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With these things firmly in mind, trainers must not be afraid of taking on a
facilitation role. The skills can be practised in one-to-one discussion, in chairing
meetings, in running a team planning session, in reviewing work activities –
many of the things that trainers and managers do every day of their lives. The
key to success is to keep the focus off the facilitator and on the learners. The less
the learners are aware of your presence, the more likely you are to be doing a
great job of facilitation!
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Over 30 years of using a wide variety of learning methods and techniques I
have learned a series of lessons that work for me and the adult learners I work
with. The following chapters of this book have been written to offer trainers
some of my experience in the hope that they will aspire to develop their skills
in the design and delivery of active and engaging learning programmes that
will support learners in pattern breaking and pattern making.
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Summary
Learning is about the creation of new patterns of thinking and doing,
that can be integrated into an existing set of successful patterns.
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Learning may require the breaking of out-dated, unproductive or
stressful patterns that limit potential and achievement.
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Pattern making is a strong human driver: the desire to make
patterns can support learning if it is used effectively by learning
professionals.
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Facilitated experiential learning activities can help learners
to recognise, identify, challenge, break and re-form their own
patterns.
Excellent facilitation supports this process by leading learners
through a structured learning process in which they experience,
reflect, conceptualise and apply new patterns.
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This type of facilitation requires a shift in the role of the trainer or
instructor and is challenging in asking the trainer to let go of some
power and assumed expertise.
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To become a great facilitator demands three core skills: sensitivity,
diagnostic ability and a drive for action.
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With some effort, anyone can learn these skills!
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