"Patti Says" Blog

On being a doormat and having stakeholders (not) value our work

My colleague Cathy Moore says instructional designers are doormats (see her blog post: http://blog.cathy-moore.com/2011/08/are-instructional-designers-doormats/). Clients and other stakeholders ask us to build X and our experience and education tells us that what they really need is Y. Or they tell us to build X by the end of the week and we know it can’t be done with any level of effectiveness but we throw some crap on the screen and check it off on our to-do list and go on to the next project. Another colleague, in a direct message to me on Twitter wrote, in response to my tweet about Cathy’s blog post, “My latest client’s CLO loved my design and signed off on it. Then the VP above him changed 50% of it.” I asked what she did and she said she accepted it and moved on. The client paid for her time and she lived with it.

Here’s my concern. Why hire someone who has a certain level of education or expertise and then not use that level of education and expertise? I don’t handle this situation very well, to be honest. I try to convince my clients that there’s a really, really good reason for not locking down the navigation on their e-learning courses and making learners feel like they’re six years old, not adding silly graphics, not building an expensive course when a job aid will do, not keeping a too complex process and building a course to explain it when simplifying the process would make everyone happier, and so on.

Imagine telling your lawyer how to practice law or your child’s orthodontist how to put together a treatment plan. But our stakeholders have no problem telling us how to do our work. That’s because (I think) our stakeholders think they only sort of need us. They know they can’t do it themselves but I think they don’t get what we bring to the table beyond the tools we use. Otherwise they’d value what we suggest more, wouldn’t they?

We let stakeholders treat us like doormats. We don’t say no. We too often build training instead of solving real problems so stakeholders don’t expect more from us. We also don’t sell what we know and can do. We don’t market what learning is about and how important it is to organizations. We don’t make it clear what the downsides are when people can’t perform, even though those downsides are plainly felt around us every day. We’re scardy cats.

Bottom line is I think we’re doing something(s) wrong. Explaining ADDIE isn’t part of fixing it… of that I’m sure.

What’s your reaction?

  • https://plus.google.com/106071870205072415425/posts Craig Wiggins

    I hear you. I always break out the story of working on a training manual and having the (fed govt) client actually attempt to measure the worth of the instructional material by the thickness of the binder.

    …which leads me to my point: a lot of the ‘metrics’ that clients use to ‘measure’ the value of training have nothing to do with training effectiveness or learning outcomes. They have to do with either business objectives, saving face, and workplace-positioning goals that, if the stakeholders were honest with themselves, don’t have anything to do with learning. Or they could, but they don’t actually see it that way. It’s why evaluations rarely reach beyond certain levels. It’s why clients tend to go clicky-clicky-bling-bling or question the need for imagery at all (and essentially want elearning when a PDF would do). Clients feel empowered to tell us how we should do our jobs partially because they don’t see what we do as terribly difficult, but also because they know the *real* motivations behind the learning project that we have been contracted to complete.

  • Maery Rose

    Sort of glad to know I’m not alone with this problem but disappointed too because so far I haven’t seen someone offer a clear solution. I thought it was a credibility issue but now I’m not so sure. Perhaps people think it’s faster and cheaper to throw training at employees rather than fix the process itself. This is especially true if the person requesting training is the one who came up with the failing process and doesn’t want to admit that it is the issue and not the employees’ ability to carry the process out.

  • http://usablelearning.wordpress.com Julie Dirksen

    I think your point about not second-guessing the orthodontist or the lawyer is an interesting one. There’s something about instructional design that people think is self-apparent, or easy. Graphic designers get it too — I’ve seen lovely, well-constructed designs get shredded by clients who want the logo “pop more” and can you just move the intro text over here…

    I once had a boss who wasn’t really an e-learning person (he had a project management background). We were talking about staffing a project that needed an instructional designer, but I was fully committed on existing projects. One of the programmers had just expressed an interest in learning more about instructional design, and my boss said that we could just use him (the programmer) as the ID. After my stupefied silence had passed, I had to ask him what it was he thought *I did*?

    I do think that crappy evaluation plays a role too. I frequently refer to pre/post tests as political evaluation. Nobody thinks it’s a real indicator, but it’s politically expedient to show some kind of lift. As long as we accept and facilitate that, it’s no wonder people aren’t conscious of the value of ID.

    Hmm. Lots more thoughts on this. Might be a good panel topic for Learning Solutions or similar…

  • pattishank

    Craig, I think a PDF would make perfect sense INSTEAD of an e-learning course in so many cases. In fact, why not have a PDF and then come back online for some quiz questions? I mean really, why have them read all this text online, right? And you’re right, if the real motivation is CYA, we might as well do as cheaply and quickly as possible. What’s the harm in that? Save the real effort for things that are worth it.

    Maery, I think part of the time the problem is what Craig said. They don’t care about results, they only care about saying they did training. But you’re so right, if the person who requests training created the problem, how much do they really care about fixing it?.

    Julie, Wow, how demoralizing to have a boss actually say to your face that a project manager could take your place. He didn’t even REALIZE that this was a supreme insult. See that’s what’s really so awful… He didn’t even realize you had unique skills. And I don’t think that’s unusual. What’s up with that?

  • Valerie Noll, CPLP

    Two days ago, a client explained to us that PowerPoint slides should have a title at the top, and bullets, with smaller ideas indented under the bigger ideas. He especially likes the interactivity (of our instructor-led discussions) of line-by-line animation that prevents the student from getting ahead of the instructor. The client wants our product to look more standardized. There is no feedback from any level of evaluation indicating a problem with how things are right now.

    It is a sticky, frustrating situation. A wrong response on our part could jeopardize our contract, and therefore the employment of several people. Of course, if we do what the client wants, it would result in a lowering of quality, and that would jeopardize the contract. We can’t afford to be a doormat here.

    I think part of the solution is educating the client that you have expertise and credibility. There’s something about the CPLP after my name that has caused some clients to stop and listen, and let me guide them to the best solution. It doesn’t always happen, but I’m sure hoping my CPLP comes through for me again, because I don’t really appreciate being told how to do my job by someone who believes line-by-line animation is interactivity.

    To Maery’s point, I do think credibility is part of the issue. I think we exacerbate that when we don’t succinctly explain to the client that the tactical “throw training at it” approach is going to impact the bottom line in a much worse way than taking the time and effort to fix the process. It isn’t just about asserting ourselves, it is about ensuring we are fluent in the language of business, and tying everything we do to the ROI.

  • pattishank

    Valerie, I’ve been in similar situations and have similarly wondered what makes the most sense. Does the client want you to do what they ask or to tell them what you think is right and why? I tell them what I think and why. That’s what they’re paying for. But I think you’re absolutely right that establishing credibility is key. And part of that certainly has to be understanding business and understanding their business. There may be a very good reason for not taking the approach you recommend in their circumstances. That’s why a partnership between what we know and what they know is essential towards a good result.

  • http://www.nimblecopy.com Jennie Thede

    This does seem to be an inherent problem with some instructional design projects. One issue is the point at which the ID is brought in. Sometimes the scope of the project has already been agreed upon by the time I begin working on the project, especially if I’m collaborating with an agency. Most “page-turner” online courses would function better as PDFs instead of requiring the learners to click through screen after boring screen. Probably even more frustrating than this problem is when I know the learners would benefit from the content in the form of a robust scenario-based online course, but there the budget/timeline won’t support my recommendation.

  • http://twitter.com/elearningguy Mark Sheppard

    Patti: I think part of the issue is a lack of understanding or awareness of the role of the education/L&D practitioner. I recall vividly getting pigeon-holed by a PM about a new initiative (and I had only been with this org for a couple of months at the time) and he said “Yeah, we’ve got some training to do on this new system and our help desk (almost 100 people) needs training. You’ll be able to whip that up this week, right?” In a lot of cases, perhaps we’re our own worst enemy. As practitioners we’re often so eager to please and appease the stakeholders that we don’t do nearly enough self-promotion – as you noted above. Granted, we’re also victims of circumstance because many of the nuts & bolts practitioners learn their craft through sheer hard work as opposed to formal education. Therefore, in the eyes of the stakeholders, that isn’t nearly as valuable as someone who took a more formal path to their education, etc. ADDIE is also part of the issue. I don’t think we’re doing enough among ourselves to explore, promote, and implement new models and approaches.

    Whatever change we want to effect, it’s going to have to be a grass roots effort.

  • http://twitter.com/elearningguy Mark Sheppard

    Nothing worse than getting parachuted in on a project when you realize that the approach/scope/content is all wrong and there’s precious little you can do about it.

  • pattishank

    I really wonder how much self-promotion we could get away with. That is, I think part of the problem is that they think that we do is fairly self-evident and we tend to over complicate matters. I agree that we need to educate them but I think we need to plant ah-has somehow and not directly tell them because in this case, I think they feel like they already know. In any case, I don’t have the answers, as I’m sure is evident by my rant.

  • pattishank

    Totally agree here. As an outsider, I can say no, because I really don’t think it’s fair for clients to pay me for something I know is not in their best interest. But if you’re inside, I know that many times you have to go along to get along.

  • pattishank

    I do think that people think it’s faster and cheaper to throw training than to think. Except it isn’t.

  • http://www.facebook.com/people/Eric-Hansen/650476037 Eric Hansen

    On the one hand, I am glad to learn that I am not alone in feeling like I allow myself to be treated doormat.

    The problem is I don’t think there is a simple solution. I’ve been seeing the same issues raised pretty much continuously since I got started doing instructional design/performance consulting over 10 years ago. (It’s my third or maybe it’s my fourth profession, so I am not a youngster by any means.)

    One reaction is to think about “firing” any client (and turn down the job and the money) who does not treat me as an intelligent professional and a partner who has a lot to contribute to the success of the project. Work only with people who get it. I haven’t been able to do that yet. Has anyone had any success with an approach like that?

    Another reaction is that the training profession itself has a credibility problem when it comes to identifying ROI and the benefits of training. For one thing, ROI is probably the wrong term. I am pretty sure in business terms that accountants and finance officers use, training isn’t an “investment” it’s a cost. So, we should probably be doing a “cost-benefit analysis” — and calling it that. I have stopped paying much attention to training ROI analyses because the claims were unrealistic and not even very well documented.

    I think one part of the solution will be to keep promoting the value of training and performance support (which I think is considerable) and, in addition, admitting that most money currently spent on training is wasted doing training the way it is being done now — they way it has always been done. How many studies do we have that show 90 percent training is forgotten within 30 days. And how many billions of dollars does industry spend on training. Putting those two facts together, 90 percent of those billions of dollars are wasted. Aren’t they?

    Train people for what the do or will do every day. Provide clear job aids for anything else. Easy to say, not easy to do — but isn’t that always the case?