On Learning in Landscapes of Practice

I just finished my first read through Etienne Wenger-Trayner, Mark Fenton-O’Creevy, Steven Hutchinson, Chris Kubiak, and Beverley Wenger-Trayner’s new edited collection, Learning in Landscapes of Practice: Boundaries, identities, and practice-based learning (2014).

I’ve long been a fan of Etienne Wenger-Trayner’s theoretical and anthropological work on learning. I owe my colleague Barbara Berry a debt of gratitude for telling me about this book and for pointing me to Wenger-Trayner’s recent lecture on the content of this book.

This book is essential reading for anyone who espouses “social learning” in the industry learning and development community. Unlike many current popular approaches, Wenger-Trayner et al. offer ideas that are practical and, at the same time, based thoughtful, seminal scholarship on learning.

Wenger-Trayner et al. offer those of us who work with organizations comprised of diverse groups a whole new vocabulary and approach for facilitating change and enabling people to work at, across, and through boundaries in the organizational and societal contexts.

Professional coaches will find value the ideas on identity in social landscape

People in the higher education sector should pay attention to this text because in several places it at addresses classic challenges that universities face like students’ transition into and through higher education, and, more importantly, the tricky relationship between academic learning and work. This book would be useful for student services specialists, academic developers,  and university administrators alike.

The chapters in this book on systems convening will interest experience designers and design researchers who practice strategic design or systems design with large groups  and use methods like design charettes or other community engagement approaches. I wonder whether the framework of ideas that Wenger-Trayner et al. present around identity, multimembership and boundaries might also extend current perspectives on product and service experience design by adding a sociocultural dimension to the list of factors to consider when designing an experience or interaction. Also the landscape framework may offer systems and service designers new ways of thinking about ecosystem mapping as considering multimembership and circulating regimes of competence might reveal new value flows and relationships.

Service Innovation Handbook (Kimbell, 2015)

Lucy Kimbell’s Service Innovation Handbook offers different value than most popular texts on service design. Like classics in the field like This is Service Design Thinking or Experience Design,  Kimbell grounds the book in rich case studies and particular how-to methods, including templates and worked examples. But what differentiates Kimbell’s text is that she prefaces the case studies and methods sections with solid, rich evidence-based introductions to the theory and research underlying service innovation. In particular, Kimbell doesn’t shy away from addressing service-dominant logic, boundary objects, or progressive approaches to outcomes and assessment. 

 Another useful feature of the book is that it focuses on the very front end of service innovation. It shares some similarity to Terry Pinheiro’s The Service Startup:Design Gets Lean, but Kimbell’s methods are more thoughtfully interconnected and less complex. Like the dSchool’s Make Space, Kimbell’s methods include how-to equipment, but she also included a work example for a sample case that threads throughout the text.  

Kimbell’s blend of theory, cases, and methods is a key strength and reminds me of Sam Ladner’s Practical Ethnography or Andrew Hinton’s Understanding Context.

But a copy for your methods shelf and one to share with design clients who want to go all in.

What is your favourite handbook on service innovation or design? What is your prefered blend between theory, cases, and methods?

On Experience Design: Concepts and Case Studies

In the wake of reading Thomas Wendt’s post-phenomenological exploration of experience design, I picked up Peter Benz’s edited collection Experience Design: Concepts and Case Studies.

The collection offers a wide-ranging set of essays, research articles, and case studies. What I enjoyed most about the collection was the range of contexts it explores: everyday micro-interactions with commonplace objects like a tea kettle (Grimaldi), urban public spaces (Rajendran, Walker and Parnell), eating situations (Sommer et al.), and festivals (Strandvad and Pederson). Most of the studies were short enough to be read in a brief sitting, so after the deep dives that Thomas Wendt and Andrew Hinton’s Understanding Context offered me, this collection offered a fast-paced, high-level survey.

I’ve already started experimenting with one of frameworks presented and extended in the book: Grimaldi’s adaptation of Desmet and Hekkert’s “Framework of Product Experience”, which proposes that experience can vary on four dimensions:

  • aesthetic experience
  • cognitive experience
  • emotional experience
  • narrative experience

I’m starting to experiment with using these dimensions as a point of departure in conversations about designing learning experiences.  The categories are intuitive, and, in retrospect, I realize that aesthetic experience includes interactions with objects, things and other material elements in the learning setting.

Rajendran et al.’s chapter on how people experience urban public settings prompted me to wonder about how learning might be orchestrated in new and novel ways in the very constrained setting of large, front-facing lecture halls. Might there be creative, inexpensive ways of creating spaces within the room? Many years ago, I interviewed SFU mathmatics education professor Peter Liljedahl and he shared an anecdote about how he uses construction tape to direct student flows. This chapter also probes why people value particular spaces.

The final chapter that has stuck with me is Tara Mullaney’s case study of her design education intervention to disrupt design students’ tendency to adopt a problem-solving mindset rather than to search for transformative solutions to existing experiences. Working in the context of transforming the interaction between a bank and it customers, Mullaney had student do a one day design sprint to externalize an initial complete design and then mid-project had the group collectively ideate alternative concepts to interweave a personal finance and banking concern.  I appreciated how this chapter questioned the dominant logic of observational and user research. It made me wonder how collective brainstorming across disciplinary and educational knowledge domains (e.g.workplace business practice + higher education) might produce learning experience designs that transform learning experiences.

There is a lot of rich material in this collection and I anticipate returning to the first section on phenomenology and other theoretical perspectives over time.

What are you reading on experience design and how has it shaped your practice?

Thomas Wendt’s Design for Dasein

Thomas Wendt’s Design for Dasein was an affirming book for me to read. The text sits at the interface of many of my passions: continental philosophy, design, literary theory, learning and discernment, service, embodiment.

When I was in graduate school enacting the flậneur, I read David Sudnow’s amazing account of learning Jazz improvisation,  Ways of the Hand, which was my introduction to phenomenology.  Don’t ask me why I read that book or how I came across it. At the time, I was following my curiosity. Around the same time, and thanks in large part to two remarkable seminars with Mary Bryson, I was exposed to the work of Bruno Latour, Yrgo Engstrom, Brain Massumi, Elizabeth Ellsworth, and Dorothy Smith. Towards the end of my time at UBC, I delved into the literature on education and embodiment and affect theory. (Silvan Tomkins is still my favourite thinker from affect theory in particular.) What ties all this reading together, I can now see, are concerns centred around around the design of experiences, particularly learning experiences, and the assemblage of human and non-human actants into webs of significance. Wendt reviews Heidegger’s foundational concepts on design and technology and extends his framework into some wicked, contemporary post-phenomenology thinkers and concepts like Don Idhe’s thought on multistability and the difference between objects and things. Overall, Wendt’s text has helped me to is to integrate disparate intellectual threads from my past and to point me into some new directions.

What I appreciate about this book is that contextualizes service design in relation to other design fields like experience design, user experience design, and industrial design, and it offers a critical, balanced perspective on design thinking.

Design for Dasein is  generating a lot of talk on Twitter amongst designers and researchers I respect. Others are better placed to position its contribution to design theory and practice that I. But I admire Wendt for resisting the trend in design books to focus on rational-technical, how-to methods  or case studies. Instead, Wendt has written a book that offers insights that can inform academics, design research, and practitioners alike.

Top 5 Books of the Year

I read voraciously.

I’ve collected the top five books that made the most impact on me professionally and personally in 2014 on a Pinterest Board.

Here they are in no particular order!

Follow David’s board 2014 Top 5 Books of the Year on Pinterest.

What book made the most impact on your professional work this year?

On Collective Genius

Collective Genius presents ethnographic studies of innovation in leading organizations including Pixar, Volkswagen, eBay, Google.

The range of case studies the book addresses is one of its main assets. Readers’ curious about how Pixar makes animated blockbusters or how Google handles its need for massive storage city will enjoy the deep and rich descriptions.

At the heart of the book is a  framework of principles that capture the interpersonal and organizational conditions that make innovation possible:

What I like most about the book is how it blends rich description from formal case studies, evidence and concepts from academic research, and practice principles and frameworks that managers and leaders can adapt and experiment with at work.

Service designers and design thinking consultants will find the frameworks in Collective Genius useful tools for taking stock of the organizational cultural practices. The principles might enable cross-functional innovation teams assess the conditions and readiness for innovation work. As you may have noticed, the ideas of creative abrasion, creative agility and creative resolution share some similarities to Roger Martin’s ideas on abductive reasoning in The Opposable Mind.

Leadership team coaches, particularly those interested in advancing models of co-creation of value with stakeholders will appreciate the discussion of principles and paradoxes that underlie high performance collaboration.

Learning and development professionals interested in social learning should pay attention to the case studies on Volkswagen and Pixar. The Volkwagen case addresses how to create community amongst siloed, fragmented units, and to instil collaboration towards a common purpose. The initial Pixar case, which opens the book, explores how Pixar enables exceptionally creative workers with diverse skill sets to work together a common shared purpose and to enact shared values. The book will challenge the learning and development community’s focus the psychology and behaviour of the individual work.

CX observations en route to Dallas

I’m attending the POD Network 2014 conference in Dallas this week.

All the service design and customer experience design exploration and reading  has sharpened my attention to detail  as I was on board two United flights.

Now I understand why Andy Polaine uses air travel as his go to example for service design workshops.

On check-in

I got stuck some weird Kafkaesque online check-in interface that required me to select a list of visa options, none of which applied to my situation. I gave up in frustration and checked in at the airport.

 At the airport

The attendants berated passengers for not using the self-serve kiosks to check-in and weigh their baggage. It took an hour and a half to self-check in, navigate the queue to the secondary check-in with the attendant, and navigate the border and immigration.

On the first flight

1. The cabin crew on my flight from Vancouver to Houston used the discourse of safety to discipline passengers as they went about they work. We were extolled multiple times to “watch your elbows, shoulders, legs….” The discourse of safety came up again when the crew had to stop its work mid-service because of turbulence. I’m all for being vigilant about the safety of passengers and crew, but when it shifts over to hyper vigilance it creates a bit of a weird dynamic. I wonder if there might be a more customer-centric way so the focus is on customers rather than on the implications of turbulence on the crew’s workflow.

2. A more serious CX moment was a behaviour some of the more experienced cabin crew on the flight exhibited. They made relentless requests to passengers to specify exactly how each person takes coffee an tea. The crew was trying to encourage people to volunteer the details without having to ask. One attendant even sarcastically praised a passenger for doing what she had asked. Obviously United doesn’t want to waste sugar packets, stir sticks and creamers. But maybe the staff shouldn’t grouse about asking people how they prefer their beverage.

3. Did I mention there was no in-flight entertainment. What happened to the movies, music and shows? I guess United assumes passangers bring their own devices.

On the second flight

3. The gate attendant let us board the flight before the security sweep of the plane had been completed. We all had to leave the plane and stand on the gangway for 5 minutes. She apologized for the mistake, but another passenger noted that the plane had been at the gate for 90 minutes before we attempted to board.

4. The weirdest moment of the day was when the male attendant on my short-haul flight into Dallas lip-synched the entire safety announcement, which happened to be narrated by a woman.

All in all, these flights featured more turbulence and worse customer service than I can remember. Clearly I don’t fly enough to recognize what is normal, but I think United has endless CX work to do.

In contrast, I drooled when I saw the Virgin America departure lounge at Love Field. They have mounted a cool collection of framed art on the wall and the place looks downright hip compared to the bargain basement blandness of the United spaces.

Getting to the hotel

If somewhat asked you the difference between a hotel shuttle and a ride share van what would you say? At Love Field, I learned these services stop in different locations and mean very different things.

I took a ride share van to my hotel. It was  a sorry example of disorganized service. There were three drivers with android tablets mulling about on the tarmac. My driver was clearly the most experienced and was trying to help his colleague know where to go. But they clearly didn’t have an automated system for grouping customers going in similar directions. We sat in the van for 10-15 minutes while they figured it out amongst themselves.

Seeing that helped me appreciate what Uber is trying to do for transportation services.

Ultimately our driver was polite, efficient, and I enjoyed seeing how tablets are being hacked by entrpreneurial transportation companies to manage point of sale, logistics and way finding on the dashboard.

It should be an interesting week in Dallas. I will keep my service design goggles on and perhaps compose a response to James Tyer’s post on applying the 70:20:10 framework to conferences. POD has a reputation for being extremely interactive, so it may offer a counterexample of how to do interactivity at conferences well.

Another attempt at POD2014 lightening talk

Dark matter, service ecosystems, and outside-in thinking — How might service design disrupt dominant logics in educational development?

Pragmatic educational developers interested in enabling meaningful learning experiences and organizational change can learn from service design, a design movement that is reshaping institutions and organizations worldwide and driving social innovation.

What do you think?

Reforming government services and reforming university services

Gordon Ross and Jess McMullin shared some terrific links from the recent Code for America conference in San Francisco.

Tom Loosemore’s keynote on Government Digital Services in the UK was memorable for a couple of key points:
1. Transforming government service requires breaking down the caste system and silos between policy makers and front-line operators. To reform a service, all stakeholders must be at the planning and design table. Loosemore notes a key first step is for all stakeholders to attend to policy intent and for all to address user needs.

2. Loosemore talks a lot about GDS and Gov.uk as as a platform for service and the need for some parts of government to reshape themselves to cut across traditional organizational silos and boundaries between discrete castes amongst categories of government workers.

Loosemore’s talk about service transformation resonates for higher education because it challenges professional staff to consider how we might think about education as a horizontal service platform and how we might work towards integrating and reducing boundaries and hierarchies that lessen or weaken the value of the learning experience for students or scholarly experience for academics.

I am aware of at least three institutions that have already taken first steps towards using service design to ameliorate user experience in higher education: University of California Berkeley and University of Derby, and Queen’s University, Kingston. Faculty and staff at all three have started by addressing the experience for students interfacing with university systems. What I have yet to find is an example of higher education service design that integrates a focus on students experience and also addressin the complexity of university organizations and other user communities that comprise them.

Loosemore’s call for design teams to turn to policy intent led me to the insight that higher education professionals and faculty can and should attend to the fundamental principles underlying the organization and institution they are working within. In my case, that means not only attending to the dark matter of SFU policy but also the well-articulated mission and values of The Beedie School of Business. If users spend the time at the outset of a project reconnecting with fundamental policy commitments and principles that might clarify the path and direction for a specific curriculum initiative.

Finally Loosemore’s talk incudes a memorable quotation about the value of starting with policy and working forward to address user needs:

“You would be surprised at the detritus of accreted nonsense that you can strip away.”

Innovators, read Michael Quinn Patton

At the urging of my friend and colleague Barb Berry, I recently read Michael Quinn Patton‘s book Developmental Evaluation.

It has been a long time since I have read a professional text with as engaging a style and tone.

What challenges me about Patton’s book is that it addresses evaluation work at a high level of sophistication. It assumes readers are capable evaluators and explores the practice of evaluation in a way that focuses on the why? rather than the how. True the book offers lists of possible evaluation frameworks and describes cases and examples of how complexity concepts may be applied by evaluators, their clients, and collaborators. But, even though I am a dabbler in the field of evaluation, I appreciated not being told what to do and rather being able to reason my way to what might work in a given situation.

The book has resonated as I have gone about my week observing an innovative program and offering just-in-time developmental feedback to the people involved. It has primed me to attend to the emergent, unanticipated outcomes and situations and the obstacles that they have created for people.

Patton’s book will resonate for anyone who is working to develop a social innovation. It persuades me that there is value for an insider/outsider evaluator on high stakes innovation programs. Patton’s book will appeal to innovators who are already inclined towards complexity, systems thinking, and other outside-in ecological ways of looking at growing a product, service or program. Cynefin practioners may appreciate Patton’s application of Snowden and Boone.

For pioneering service and strategy designers, developmental evaluation offers ways to evaluate the impact of service and strategy prototypes and innovations. If a future goal of service design agencies is to take service designs all the way to implementation and evaluation, developmental evaluation should feature on user research teams’ learning plan.