the agile method and agile isd; how to use each to improve your training program

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The Agile Method and AGILE ISD: How to Use Each to Improve Your Training Program Terry Chandler & Chris King TOC Annual Institute April 28-30, 2014

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The term "agile" is being used readily to express the desire organizations have to be responsive and flexible to change in their organization. The Agile development method is designed to quickly and efficiently produce software products. Recently its application has expanded to other areas including training products. AGILE ISD is a new way of thinking about education where performance is the metric that drives the development and delivery decisions in an organization’s training program. It recognizes the long tail of learning and the five moments of learning need. AGILE ISD provides strategies for creating a culture of learning at your organization. While these two agile methods are for different purposes, they are not mutually exclusive. This session will explain how your organization can use both methods to your advantage and success. We clarify some of the different uses of the term agile within the learning and development community. In this session we will cover: • Agile (software) movement - its history, its main tenets, different types of agile frameworks and how to incorporated into the ADDIE training methodology • AGILE ISD – is a methodology developed by Dr. Conrad Gottfredson that aims to supplement ADDIE by expanding its scope to include informal learning design. We cover its history, its main tenants, principles of agile education, and incorporating AGILE ISD into the ADDIE training methodology • How the two approaches can both be successfully applied in your L&D organization

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Page 1: The Agile Method and AGILE ISD; how to use each to improve your training program

The Agile Method and AGILE ISD: How to Use Each to Improve Your

Training Program

Terry Chandler & Chris KingTOC Annual Institute

April 28-30, 2014

Page 2: The Agile Method and AGILE ISD; how to use each to improve your training program

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Agile DevelopmentCreated because traditional software development methodologies were not flexible or rapid enough

AGILE Instructional DesignCreated because traditional instructional design methodologies were not flexible or rapid enough

Agile vs. AGILE

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Agile vs. AGILE

Agile Development AGILE Instructional DesignCreated because traditional software development methodologies were not flexible or rapid enough

Created because traditional instructional design methodologies were not flexible or rapid enough

A method for improving software development outcomes

A rethinking of how to deliver better training outcomes

Focus on tactical development Focus on comprehensive designDescribes a philosophy of how a technical team operates

Describes a methodology for designing holistic learning programs to address all 5 Moments of Learning Need

Iteratively develop and deploy tested and relevant functionality in software

Rapidly create and deploy a core learning solution, with a complementary performance support system

In spite of the name, they are different but also complementary.

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Agile Values(Agile Manifesto)

Individuals and Interactions over Processes and Tools

Working software over Comprehensive documentation

Customer collaboration over Contract negotiation

Responding to change over Following a plan

That is, while we value the items on the right, we value the items on the left more

http://agilemanifesto.org/

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Why Agile?

• IT industry average success rate for projects is:

33%

From 2010 report by The Standish Group

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Scrum Defined

“Scrum is not a process or a technique for building products; rather, it is a framework within which you can employ various processes and techniques… Scrum is grounded in empirical process control theory, and employs an iterative, incremental approach to optimize predictability and control risk.”

- Scrum Guide

Page 7: The Agile Method and AGILE ISD; how to use each to improve your training program

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Incremental and Iterative Delivery

Incremental- Develop smaller portions at a time- Gradually build up functionality- Allows value to be delivered early

Iterative- Develop through repeated cycles- Start simple, expecting to change- Used to find the right solution

(fail early)- Used to improve the candidate

solution

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Scrum is a framework for building a product

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Scrum vs. Waterfall

Scrum is based on Adaptability- Constant feedback- Allows for discovery

throughout the lifecycle- Provides infrastructure to

support and implement change

Waterfall is based on Predictability- Feedback is usually not

attained until late in the project- Works best when all details

are known up front- Change is expensive

Page 10: The Agile Method and AGILE ISD; how to use each to improve your training program

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Problems with the ADDIE Waterfall

Analysis

Design

Develop

Implement

Evaluate

1. Time to realize actual value2. False precision of estimates3. What if something goes wrong?

“I believe in this concept, but the implementation described above is risky and invites failure.”

- Dr. Winston Royce

Managing the Development of Large Software Systems, Winston Royce (1970)

Page 11: The Agile Method and AGILE ISD; how to use each to improve your training program

The Learning Shift: Physicians

ADDIE AGILE11

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Exercise

• Index cards – write down a situation you face in your workplace where performance-focused learning is more important than knowledge-focused learning

• Hand your card to someone sitting next to you, read theirs, and discuss these examples.

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AGILE Instructional Design

AGILE ISD is more about rethinking how to teach than it is how to

develop courses.

The change in thinking drives changes in what is developed and the processes developed.

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Are learners truly competent after training?P

rofic

ienc

y/C

ompe

tenc

e

Time

12

3

4

What we imagine happens

What actually happens

Without support

With support

Training Post-Training

Source: Mark Rosenberg, At the Moment of Need: The Case for Performance Support, eLearning Guild White Paper, 2013

Page 15: The Agile Method and AGILE ISD; how to use each to improve your training program

ApplyNew

More Change

Solve

Acquisition of Knowledge

Formal Instruction

Application and Maintenance of

KnowledgePerformance

Support

15

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Incr

easi

ng L

evel

s of

Sup

port

Structured performance supportReady in 2-clicks and 10-seconds

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AGILE Instructional Design

This methodology addresses all five moments of learning need with an Agile approach to training development that leverages the advantages of the Agile philosophy

Shifts learning from knowledge-focused learning to performance-focused

This builds both formal training modules/events and structured performance support

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AGILE Instructional Design addresses both the formal and informal acquisition of knowledge

Page 19: The Agile Method and AGILE ISD; how to use each to improve your training program

Five levels of detail are available to support each step of the process in each Task: Process, Steps, Details, Resources, and Teach Me. Processes, Steps, and Details are simply checklists or job aids with increasingly more detail. Resources and Teach Me broker additional, existing reference resources or training resources specifically identified as supporting this task.

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ADDIE + AGILE Instructional Design + Agile Scrum

Sprint

Creates small chunks and immediate results

Formal Training Embedded Performance Support System

Provides a big vision, yet an incremental approach that delivers value early in the project

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Conclusion

• A combination of Agile, AGILE, and ADDIE is necessary to develop a comprehensive solution

• This is rethinking how we design/develop training truly impact job performance

• Caveat: It may not be any cheaper• Caveat to the Caveat: It may not be any

cheaper, but it will be more effective at changing job performance

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SUPPLEMENTAL SLIDES

Page 24: The Agile Method and AGILE ISD; how to use each to improve your training program

What is all this about Agile

• There is the Agile Development method– The Agile development method is designed to quickly and efficiently

produce software products. Recently its application has expanded to other areas including training products.

• There is an ISD philosophy called AGILE ISD which stands for <>…– AGILE ISD is a new way of thinking about education where performance

is the metric that drives the development and delivery decisions in an organization’s training program. It recognizes the long tail of learning and the five moments of learning need. AGILE ISD provides strategies for creating a culture of learning at your organization.

• While these two agile methods are for different purposes, they are not mutually exclusive. This session will explain how your organization can use both methods to your advantage and success.

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The Agile Development Method - History

• Agile is based on a software development manifesto defined during a 2 day meeting at Snowbird Ski resort in Wasatch Mountains, Utah in February 11- 13, 2001.

• The 17 members attending represented several different programing approaches sympathetic to the need for an alternative to documentation driven heavyweight software development processes.

• These light weight approaches include: Extreme Programming, SCRUM, DSDM, Adaptive Software Development, Crystall, Feature-Driven Development, Pragmatic Programming.

• What emerged was an agile manifesto, 12 principles of Agile Software development, and the formation of the Agile Alliance

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Manifesto for Agile Software Development

We are uncovering better ways of developingsoftware by doing it and helping others do it.Through this work we have come to value:

Individuals and interactions over processes and tools

Working software over comprehensive documentation

Customer collaboration over contract negotiation

Responding to change over following a plan

That is, while there is value in the items onthe right, we value the items on the left more.

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12 Principles behind the Agile Manifesto1. Our highest priority is to satisfy the customer through early and continuous delivery

of valuable software. 2. Welcome changing requirements, even late in development. Agile processes

harness change for the customer's competitive advantage. 3. Deliver working software frequently, from a couple of weeks to a couple of months,

with a preference to the shorter timescale. 4. Business people and developers must work together daily throughout the project. 5. Build projects around motivated individuals. Give them the environment and support

they need, and trust them to get the job done. 6. The most efficient and effective method of conveying information to and within a

development team is face-to-face conversation. 7. Working software is the primary measure of progress. 8. Agile processes promote sustainable development. The sponsors, developers, and

users should be able to maintain a constant pace indefinitely. 9. Continuous attention to technical excellence and good design enhances agility. 10. Simplicity--the art of maximizing the amount of work not done--is essential. 11. The best architectures, requirements, and designs emerge from self-organizing

teams. 12. At regular intervals, the team reflects on how to become more effective, then tunes

and adjusts its behavior accordingly.

Page 28: The Agile Method and AGILE ISD; how to use each to improve your training program

The ORM EEO Resource Center is a Performance Support solution designed to complement the Hybrid Conference Learning Objectives with direct, tasked-based performance support. Stakeholders can access the content from several viewpoints: role-holder, type of complaint, and general information search.

Page 29: The Agile Method and AGILE ISD; how to use each to improve your training program

Selecting a Complaint Type offers more information on the complaint, as well as the ability to see each role involved in the complaint type.

Page 30: The Agile Method and AGILE ISD; how to use each to improve your training program

The EEO Counselor Role shows the broad framework of preventing and resolving workplace disputes, and offers the ability to drill into any of topics for further information. If a counselor has a question about resolving a dispute informally through counseling, for instance, a click on the box delivers them to a process flow and more information.

Page 31: The Agile Method and AGILE ISD; how to use each to improve your training program

The process for the “Resolve Informally Through Counseling” task shows the steps of the process, along with the time frame. Each step in this process links to specific steps that enable the broad process.

Page 32: The Agile Method and AGILE ISD; how to use each to improve your training program

Five levels of detail are available to support each step of the process in each Task: Process, Steps, Details, Resources, and Teach Me. Processes, Steps, and Details are simply checklists or job aids with increasingly more detail. Resources and Teach Me broker additional, existing reference resources or training resources specifically identified as supporting this task.