The Invention of Collaborative Computing

At Stanford Research Institute in 1960s, Douglas Engelbart led an R&D team that created the first collaborative computing system. Here is a partial list of his team’s major achievements:

  • the first general purpose collaborative computing system for knowledge workers
  • desktop videoconferencing, application sharing, and computer-aided meetings
  • the computer mouse
  • hypertext editing and publishing system, including version control, hyperlinks, content filtering, and online help
  • outline and idea processing
  • distributed client-server computing
  • intoducing the notion of the “Networked Improvement Communities”

It all started with Doug asking “Imagine what it might be like?….”

” Imagine what it may be like to have information-handling “horsepower” available for your personal use, with means for interaction and control so that you could get useful help in your daily activities , and with procedures and environments developed to facilitate its use and take advantage of its capabilities……Imagine waht it may be like? “

Douglas Engelbart, Untitled Manuscript, March 14, 1961 ( Engelbart papers, box2, folder 15, Department of Special Collections, Stanford University Libraries )

Entrepreneurship vs Intrapreneurship

Sue Lebeck noted the following observations on successful intrapreneurship, during Chuck House’s feature presentation for the SVII Innovation Society. Very informative….

An entrepreneur“… is one who has a dream and builds an organization to achieve it.”
An intrapreneur is one who has a dream and tries to achieve it within an already existing corporation.

Entrepreneurs must ensure the technology works, and sell it at a profit.
Intrapreneurs must also get their company to let them do the innovative project to completion
- Change-creators implicitly seek to alter the current smooth operations –
there is naturally going to be resistance from internal players

Intrapreneurial endeavors are best undertaken within a “project organization”
this can operate outside the normal operational rules.
- organized for a specific task
- people are summoned from other work, for a “brief” period
- not a task force, or a committee, but a Project
The Project Team is often not loved by the Operational Team

Innovation projects often require going against the current “best practices” within an organization
- Must prepare the company for the value the project will create
- Must organize the change/transition process
- Must organize the company for success from the project

Categories of innovation
- Leap
- Refine (refine, refine, refine)
- Combine
- Leap again

Some general principles about successful innovation players
- only a few players in an industry will win
- the earliest conceivers are typically not the ultimate marketplace winners
- those who speak, get remembered (e.g. Mead invented “Moore’s Law”; but Moore spoke about it.)

Direct rewards are not always forthcoming in the Intrapreneurial world- if you don’t get traction, you may get fired
- if you get traction, others may try to modify your idea
- if your idea works, others make take the credit
- ultimately, the greatest reward is your Sense of Accomplishment

Few winners, many hidden personal costs- financial or lifestyle sacrifices
- potential harm to family, personal life, career
- uncertainty, stress
- long hours
- often, you have to give up the business in order to see it succeed – have to let someone else take it and manage it to success

Process of Vision and Strategy Forming
- study the world – what might be needed?
- phase 1: try something and test it
- phase 2: set strategy and tune tactics (often people get stuck here, and repeat)
- phase 3: review strategy, and allow new vision to form

Changes occur in the lifecycle of an innovation – these affect the clarity of the original vision- leadership changes
- goal changes
- structural changes

Principles for anticipating (and creating) structural change- seek 10 (nth) changes in technical power
- seek 10 (nth) changes in installed base
- seek “what if…?” scenarios
- understand the dangers of “and if…” scenarios

Trust and Belief
- Laser printer sold 0 units/month for months. Peaked at 6 units/month
- after 9 years, it was rebuilt by the original (trusted) guy; terms: a 2-page contract and a handshake
- price went from $3495 in 1984, to $129 in 2008
- huge success

Timing is everything
- Laser-printer originally introduced on December 7th (Pearl Harbor)
- It was a Japanese-driven product
- it did not, at that time, succeed!

The HP Phenomenon: Innovation and Business Transformation
By Charles H. House and Raymond L. Price (Draft, Stanford University Press)
Principles
- Renewal
- Close to customer
- Transformation
- Staying the course
- Strategic turmoil

Intrepreneuring in Action
Principles
- make a contribution
- FAST experimentation
- easier to ask forgiveness than to get permission
- work “underground” – publicity triggers the corporate immune system
- find people to help – collaborate, cooperate, co-opt
- “know the terriroty” – deeply, zealously, passionately
- come to work each day willing to be fired

Four stages of companies
- pre-stage, seed, serendipitous (couple of people)
- startups, someone else puts in $ (about 10 people)
- one-trick pony (500+ people)
- create something that flows

Innovation often gets driven out of bigger companies
- tragic – because bigger companies have the money to invest

HP has kept going- beyond their peers
- model for success:
- built a creative organization from the bottom up
- let the market judge innovative products (even if current leadership didn’t like the product)
- changed product leadership – 6 times (though noisily, with much resistance from the top)
- gave freedom
- ran a franchising incubator
- people who left HP often started other successful companies

The HP Way
- based on worth of individual at every level
- profit shared across the company
- players endured many shifts and changes over the years
- not perfect, but players felt validated, felt like they could make a difference

About Chuck:

Risk-taking and visionary qualities often show up at a young age- it is sometimes in your blood – Chuck’s mother drove 170 miles on the autobahn in the middle of an attack situation
- Chuck and his friend Spike missed a lot of school in the 3rd and 4th grades
- Sources of stimulation that saved him
- Encyclopedia Brittanica
- TV: Lowell Thomas’ travelogue, “The War in the Pacific” (but the visual in the film did not fit with what he’d read and imagined).
- when 13, thought it an outrage that Santa Barbara and San Diego beaches were at risk, and wrote about it;
teacher doubted it was his own writing
- when 17, philosophized about the potential of transmutation of soul

Example innovation led by Chuck
April 1, 1982 – Chuck earned the “Medal of Defiance”
… “awarded in recognition of extraordinary contempt and defiance beyond the normal call of engineering duty”
“In total defiance of adverse market studies and surveys concluding the existence of a worldwide market of no more than 50 total large screen electrostatic displays, Charles H. House, using all means available – principally pen, tongue, and airplane to extol an unrecognized technical contribution, planted the seeds for a new market resulting in the shipment of 17,769 large screen displays to date.”
- used by: first artificial heart transplant; first moon walk; first movie special effects; Engelbart; Kay

How to Plan and Launch a Learning Community

There are a number of elements to consider when you are planning to launch a learning community. First things first: to ensure participation organize your learning community around some startegic initiative in your organization; and define clear roles and responsibilities for the community facilitator, users, and sponsor.

While designing an online collaborative experience, besides identifying the learning objectives of the course, selecting the contents, preparing the learning materials, setting up the communication system, it is important that the instructional designer devotes special attention to the creation of the learning community and to its social structure: this includes identifying the most effective strategies and techniques to be enacted in order to promote the collaboration among the actors, designing how to organize groups and sub-groups in the various phases of the activities, and defining the most appropriate modalities of interaction, etc.

I like the approach of the Learning Labs and Innovation. I suggest that you start with launching a prototype. Use an iterative design and development approach as a vehicle for communication and requirements definition/refinement. In this approach the participants provide input and ideas to the evolution of the design. This approach helps users to conceive of how a solution could work, particularly from a user interface point of view. Ultimately, as iterations conclude, incorporate the user feedback into the overall design. At this point a pilot may or may not be executed as a means of fine tuning the whole solution before launch. This method would be a perfect opportunity to test the more intangible aspects of the design such as usability, change readiness, barriers to adoption, implementation timing, methods, required support, and integration with other aspects of change.

Why Building Learning Communities

When put into a learning context, communities provide an environment for connecting people to other people’s stories and experiences, as well as mentoring, all of which result in better and faster learning and the sharing of tacit knowledge within an organization.

When creating collaborative learning communities, it is important to consider more than just the technology. The first step is to clarify the business objectives and how your strategy translates into group and individual competency requirements. From there, learning objectives may be defined that support competency gaps.

In summary learning communities can offer their members:

    Learning and capacity development (empowering employees to take charge of their own learning and development)
    Create opportunities for informal learning
    Staff Interacting with experts
    Exchange of knowledge and resources
    Enabling the emergence of best practices

It is clear to me that more and more organizations will start building communities into their business startegies. Although choosing a good platform is important, what really is going to matter is strategy, service, support, and know-how.

Life Style Learning: Improve the Bottom Line

According to a recent study by Accenture, organizations that focus strongly on interpersonal skills learning are on average 27 percent more productive and have 40 percent higher revenue growth than their competitors.

In-depth knowledge and the required skill sets are necessary conditions for success and promotion; however, most successful people have certain personalty traits and practice a certain life style behavior that facilitates continuous growth and learning. The following are suggestions from the Harvard Business Review article titled “How The Best of Best Get Better and Better”, and Dr. Kenneth Nowack a licensed clinical psychologist:

  • being conscientious and achievement oriented
  • having a long term perspective
  • identifying and deploying hardwired talents and strengths
  • blocking out distractions
  • practicing forgiveness and redirecting anger to more constructive feelings
  • utilizing the support of others
  • seeking candid feedback
  • stretching development
  • reflecting on ways to improve and celebrating success
  • actively acknowledging stress and practicing stress reduction techniques
  • maintaining regular sleep cycles
  • taking time for physical activities

One of the first things required to be successful is self-awareness and the key to making self-awareness work is versatility. Research by Tracom found that managers who exhibited higher versatility were 27 percent better at leading teams and twenty five percent better at coaching others. With an increasingly global marketplace, the growing emphasis on social networking and connectivity, and the younger generation expectations from the workplace, more organizations are realizing the importance of team units. Therefore, interpersonal skills and working well with others is becoming more important in the emerging collaborative working environment. According to another Tracom study organizational, time management, and behavioral skills not only have a direct effect on the individual’s productivity, but also they are tied to improving bottom line successes.

Keeping this in mind learning organizations can leverage the work styles, choices, and techniques of their successful employees to improve the overall productivity of their work force.

Training Tips and Techniques

There are many techniques learning organizations can use to train employees on the self-awareness, versatility, and interpersonal skills necessary for workplace success.

  • techniques for putting the individuals in the right mindset for self-awareness
  • training and assessment of individuals work styles and personality traits; provide real life examples and how the materials and cases are related to their everyday work routine
  • building in metrics to monitor the behavioral change
  • celebrating and rewarding success at the specific achievement point
  • deploy relapse prevention strategies when necessary

Source: CLO Magazine

Organization’s Learning Culture

An organization must learn so that it can adapt to a changing environment.  With all the advances in technology and all the developments in the workforce environment, creating a culture that learns and adapts as part of everyday working practices is essential.

Organizational learning is a social process, involving interactions among many individuals leading to well-informed decision making. A learning organization actively creates, captures, transfers, and mobilizes knowledge to enable it to adapt to a changing environment. The key aspect of organizational learning is the interaction that takes place among individuals.

Capturing individual learning is the first step to making it useful to an organization. There are many methods for capturing knowledge and experience, such as publications, activity reports, lessons learned, interviews, and presentations. Capturing includes organizing knowledge in ways that people can find it; multiple structures facilitate searches regardless of the user’s perspective (e.g., who, what, when, where, why,and how). Capturing also includes storage in repositories, databases, or libraries to insure that the knowledge will be available when and as needed.

Transferring knowledge requires that it be accessible to everyone when and where they need it. In a digital world, this involves browser-activated search engines to find what one is looking for. A way to retrieve content is also needed, which requires a communication and network infrastructure. Tacit knowledge may be shared through communities of practice or communitieds of experts. It is also important that knowledge is presented in a way that users can understand it. It must suit the needs of the user to be accepted and internalized.

Mobilizing knowledge involves integrating and using relevant knowledge from many, often diverse, sources to solve a problem or address an issue. Integration requires interoperability standards among various repositories. Using knowledge may be through simple reuse of existing solutions that have worked previously. It may also come through adapting old solutions to new problems. Conversely, a learning organization learns from mistakes or recognizes when old solutions no longer apply. Use may also be through synthesis; that is creating a broader meaning or a deeper level of understanding. Clearly, the more rapidly knowledge can be mobilized and used, the more competitive an organization.

Learning Organizations

In the Fifth Discipline, Peter Senge describes learning organizations as places “where people continually expand their capacity to create the results they truly desire, where new and expansive patterns of thinking are nurtured, where collective aspiration is set free, and where people are continually learning to see the whole (reality) together”. They do so by:

  • Seeing, learning and practicing to work with interrelations (circles of causality or “feedback”) as well as processes of change (or the time (delays) it takes for change to happen). The extent to which we see and work with these feedbacks and delays hinges on the frames or lenses we are using to help us make sense of our realities. Are we learning to see (practice) the “whole story” or a part of it (linear cause-effect)? The extent to which we see our frames determines the extent to which we understand our realities.
  • Sharing a set of tools / methodologies and theories: A learning organization creates a common and agreed upon understanding of terms, concepts, categories and keywords that apply within that organization that facilitates this work. See: http://www.lopn.net/60_Tools.html.
  • Building Guiding Ideas: Leaders and members in a Learning Organization, see primacy of the whole (understand complexities), the generative power of language (generative conversations by recognizing one’s frames that get in the way of seeing another’s frames) and the community nature of self (seeing oneself and the connectedness to the whole and the world). The true learning organization is redesigning itself constantly or not merely led by the leader (and his frame). A leader in the organization instead supports this redesigning by acting as a steward (stewarding persons’ visions), teacher and designer (bringing different views together for all of us to see the extent of the system (or ship)as compared to the merely being the captain of the ship).

Source: Peter Senge & Wikipedia

Learning Production Services

There are a number of products and services that enhance the learning experience for the users. These products and services are an important elements of a learning architecture. Examples are:

  • Learning Design and Instructional Design
  • Audio/Video Streaming, Video Scripts and Production
  • Web Graphics
  • Advanced Multimedia Design and CD-ROM Creation
  • Advanced Web Development
      Evaluation and Feedback
      Authoring
      Surveys
      Tracking
      Usability
      Programming for Sign up Sheets, Online Scheduling, etc

Source: Harry Wittenberg

Online Learning Communities

An online learning community is a place on the Internet where people work as a community to meet a shared learning objective. There are two types of online learning communities: a) e-learning communities, b) blended learning communities. Online learning communities may be knowledge-based, practice-based, and task-based.

In an online learning community members can use text, audio, and video for communication, exchange of information, and collaboration. Some popular tools and technologies utilized by online communities are: wikis for collaboration, instant messaging for communication, message boards for discussions, learning and content management systems for posting and managing of content, structured and unstructured repositories for knowledge mangement and access to resources, blogs for reflection, and social networking applications for sharing information and linking to other networks. Click here to view the Tools That Enhance The Learning Ecosystem, and click here to view the Technologies of Social Software.

Organizations that set up professional learning communities foster collaboratove learning. They create a learning environment where learning is linked to collaboration and knowledge shaing much more tightly. In addition to formal training and access to organization’s resources, users will also be enabled by:

    Finding the right person to contact to learn from
    Learning from the experience of the other person
    Learning from the resources of the other person
    Learning from the professional social network of the other person

Building A Knowledge Culture

The process of capturing, organizing, and utilizing the knowledge of an organization is a challenge to the culture. It requires a shift in attitude, mindset, values, and priorities.

Performance Culture
In a performance culture employees do the best they can given the tasks of the day. The expectation is that they produce, but there is little documentation on how they work. There is no expectation that understandings and skills to be captured and shared. Infact, task knowledge may be hoarded.

Procedural Culture
In a procedural culture there is documentation on how to do key tasks and employees are expected to follow certain protocols. In return, employees expect to be told what to do and how to do it. If they are uncertain, they assume that they can ask a peer or supervisor for direction. They consider documentation their “right”, and they assume it would be at the daily task level.

Knowledge Culture
In a knowledge culture it is expected that the work of the staff will result in work products as well as their knowledge and understading about work processes, about more tacit skills, and about a broader concept for the work. It is assumed that this knowledge would be articulated and shared. The work is not complete until the knowledge to do it better next time is captured and shared.
If staff are unsure about what to do, they not only seek a procedural solution, they also reflect on the uncertainty and wonder about where the available knowledge is deficient and they voice their ideas about what would be needed to fill in the gaps.
Experts are expected to not just respond to specific questions of the daily tasks, but also listen to the trends of those questions and help to construct new tools to improve performance in future. They are expected to leave as much as their expertise behind before they leave.
This kind of culture requires new understanding about work contracts, different performance management strategies, and defined processes for capture, access, and update of knowledge.

Source: Jerry Talley and Laleh Shahidi

Knowledge Capture — Finding The Knowledge

Assuming you have the right person, the right topic, and the right approach, this step is about actually capturing their knowledge.   The key element in getting the job done is the characteristics and the skills of the Interviewer.  Here are some tips:

Characteristics of a good Interviewer

  • Strong ability to listen, to draw someone out, to explore someone else’s experience and perceptions
  • High tolerance for ambiguity and complexity
  • Ability to move smoothly between specific cases and abstract rules
  • Ability to put yourself in the shoes of the potential learner, to extrapolate what they would need
  • Willing to learn new software
  • Audio editor, for cleaning up MP3 or WAV recordings of PowerPoint presentations or case studies
    Microsoft Producer, for knitting together audio files and PowerPoint slides into a stand alone training file
    Inspiration, for broad range of uses such as creating outlines (like this one) or graphic files. There is a tutorial available for how to use Inspiration, written in Inspiration.
    WordPress blog system

  • Comfortable with using audio visual equipment (recorders, video cameras, LCD projectors, etc.)

Key tasks

  • Building a knowledge table, a map of the terrain
  • Select the key topics to be covered
  • Material covered by existing manuals

    Material best learned from outside training

    Material that are good candidates for knowledge capture; more tacit knowledge; critical but not easily acquired through observation

  • Decide on the appropriate strategy for knowledge capture
  • Select a template for capturing the knowledge
  • Generate a draft of the knowledge
  • Focus on the layer of the knowledge use that is consistent, repeatable
    That is, the visible behavior may be highly variable, but the basis of the behavior may be a set line of questioning or analysis.

  • Walk through the draft with the expert; test it against the cases considered
  • Does it capture the essence of the knowledge?
    Does it define the missing pieces of the knowledge yet to be captured?

  • Test the next version with a potential learner
  • Does it make the skill visible?
    Can they imagine using the model?
    Are they able to use it on a new case?

Explore cases of the knowledge use

  • Listen for trends, commonalities, universals; look past unique or idiocyncratic details
  • Listen for structure of the underlying database(s) involved
  • Simple lists
    Formal database (cases, fields, relational links)
    Node-link structure

  • Listen for the steps, process flow, sequence of work
  • Listen for the degree of consistency or repeatability

Source: Jerry Talley