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Social Learning Strategies, Models, and Roles

September 18, 2009

I’m presenting a new deck tomorrow at a pretty big company.  I’m not sure that I can name them so I’m going to err on the side of caution.  The basic gist of the talk and the follow-up workshop is “”typing” your social learning initiative.”  Many months ago I came up with this idea of “typing” learning needs in a similar fashion to a Myers Briggs.  I’ve chronicled the history of this idea and related ideas in other posts.

So I’ve taken this to the next level and created a kind of learning needs assessment framework.  I call it the ECCO model, borrowing from the terms Harold and Jay used in describing some of the underlying concepts.  ECCO is Emergent, Codified, Collaborative Opportunity Model.  You use the framework to determine whether your primary learning needs for any given opportunity or initiative are Emergent, Codifed or Collaborative.  From there, you map to interventions.  It still needs work, but I think it’s a good start.

 The deck and the Word doc provide some additional explanation and descriptions, but I’ve also included the raw text here to make it easier to find via search:

The ECCO Model
(Emergent, Codified, Collaborative Opportunity Model)

  • For each of the questions in each category, answer on a 1-10 scale.  For percentages, round to the nearest 10% and reduce to a 1-10 number.
  • Average the score for each overall category by adding the score for each question and dividing by 10.
  • Plot the score for each category on the provided chart.

Emergent Questions

  1. To what extent will your business or initiative be dependent on the creation of new ideas, new processes, new products, or new services to drive key performance indicators? (10%, 20% etc…)

    _______

  2. How much of your team’s intellectual effort will be expended in solving novel challenges or problems?

    _______

  3. How much of your team’s intellectual effort will be spent creating new solutions to existing problems or new problems?

    _______

  4. What percentage of your team’s best practices will need to be based on principles and theory (as opposed to concrete steps and rote processes)?

    _______

  5. What percentage of your best practices will emerge “from the trenches”?

    _______

  6. To what extent will you need to rely on knowledge sharing among diverse groups either within or outside the company walls to drive key performance indicators?

    _______

  7. When you think about a core contributor on your team, how much of his or her expertise is a result of superior synthesis, invention, or sense-making sorts of skills?

    _______

  8. For the majority of your core initiatives, how important is a diversity of perspective or expertise in achieving your project goals or key performance indicators? (1-10 with 10 being the highest)

    _______

  9. In terms of succession planning and talent identification, what percentage of your existing “experts” and leaders were identified because of the admiration and esteem of their peers?

    _______

  10. How often do coordination and issue resolution happen through the ad hoc assembly of networked teams or individuals (versus through formal hierarchies)?

    _______

Total Score for Emergent Questions

_______

Average Score for Emergent Questions

_______

 

 

Codified Questions

  1. To what extent will your business or initiative dependent on the efficient execution of known best practices or processes to drive key performance indicators? (10%, 20% etc…)

    _______

  2. How much of your team’s intellectual effort will be spent training on known best practices and processes?

    _______

  3. How much of your team’s intellectual effort will be expended in ensuring adherence to known best practices or processes?

    _______

  4. What percentage of your team’s best practices will need to be based on established steps and rote processes?

    _______

  5. What percentage of your best practices will emerge “from on high” – SME’s, senior leaders, compliance officers etc…?  

    _______

  6. To what extent will you rely on efficient execution of homogenous, geographically co-located teams to drive key performance indicators?

    _______

  7. When you think about a core contributor on your team, how much of his or her value is a result of the correct application of accepted processes, rules, or physically repetitive actions?

    _______

  8. For the majority of your core initiatives, how important are a shared perspective and acceptance of authority in driving key performance indicators?

    _______

  9. In terms of succession planning and talent identification, what percentage of your existing “experts” and leaders were identified through longevity, established metrics, or manager opinion?

    _______

  10. How often does coordination and issue resolution happen through existing teams and formal hierarchies?

    _______

Total Score for Codified Questions

_______

Average Score for Codified Questions

_______

 

 

 

Collaborative Questions

  1. To what extent will your business or initiative be dependent on collaboration to drive key performance indicators? (10%, 20% etc…)

    _______

  2. How much of your team’s execution is dependent on specialized knowledge?

    _______

  3. How much of your team’s execution is dependent on the sharing and coordination of distributed expertise?

    _______

  4. How much of your team’s intellectual effort will be expended in collaborating to develop known best practices or processes?

    _______

  5. What percentage your best practices and domain expertise are known in “pockets” organized by geography, shared interest, or network affiliations?

    _______

  6. What percentage of your best practices will emerge “from group consensus”?

    _______

  7. To what extent is your team organized around common job roles and functions? (Retail or early childhood education would be 90% or more – identical job roles in multiple physical locations.  A biotech or high tech would likely be far less – similar jobs in some cases, but dissimilar responsibilities.)

    _______

  8. What percentage of the problems faced by your team members are likely faced by other team members in identical job roles?

    _______

  9. When you think about a core contributor on your team, how much of his or her value and influence is a result socially recognized expertise?

    _______

  10. To what extent are key performance indicators driven by socially-validated domain knowledge?

    _______ 

 

Total Score for Collaborative Questions

_______

Average Score for Collaborative Questions

_______
 

CEC - Codified, Emergent, Collaborative

CEC - Codified, Emergent, Collaborative

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7 Comments leave one →
  1. Karine A. permalink
    October 4, 2009 11:56 am

    Very interesting, many thanks !!!

  2. October 8, 2009 11:27 am

    Very well done! And Socrates would be proud!!! Great way to capture at a high level the business drivers and let the people giving input see the implications for the approach(es) needed themselves!

    Is this an iPhone app already? Don’t forget about the rest of us (BB Storm)!

    And pleasse update us if/as you evolve this tool.

  3. Gordon Lam permalink
    November 5, 2009 4:07 pm

    Hi Dave,

    Just looked at your blog for the first time in a while and saw you landed at learn! Congrats to you and I wish you the best of luck in your new endeavor. If you are going to develarn next week i hope to see you to catch up.

    best regards

  4. Michael Gardner permalink
    December 6, 2010 11:37 am

    David,

    I saw you present this tool at the 2010 Day of Learning in Charlotte and immediately saw applicability. I took it back to an active project at work to kick the tires. When I went through it with one of my key project partners (one with deep knowledge of the business and a footing, though not deep expertise, in learning) I found she strugled with the way some of the questions were worded (ex. “socially validate domain knowledge”). I did some on the fly translations. I’m curious if you have ever experienced the same or considered tweaking some of the wording to be more accessible by non-learning folks? I may be heading down that path.

Trackbacks

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