Making training stick

“Made to stick” by Chip and Dan Heath – a book widely recommended on various blogs on presentation and management. Its about how to get ideas to “stick”, and the principles outlined can be applied in various contexts, but the one I’m interested in is teaching and training.The core idea in the book is that to make ideas stick the message need to have a number of attributes, summed up by the acronym SUCCES. They should be

• Simple
• Unexpected
•  Concrete
• Credible
• Emotional
• use Stories

The last of these is particularly important as stories usually involve concrete examples, can get to the core of the idea and can be framed to include unexpected and emotional aspects. The Heath’s practice what they preach with stories (lots of examples) forming the basis for the book.The occupational hygiene profession is not very good at making things “sticky” – the very name we use for our discipline is perhaps a good example of this!

Although we often can work out what our core ideas and principles are, we are not always very good at using the other aspects discussed by the Heath’s to put them across to an uninterested audience we are trying to influence, whether management, workers or regulators. For example, I was discussing the COSHH principles of good control practice with a colleague a few days ago, and we both agreed that while the principles are good and sensible, they are anything but “sticky” and its perhaps not surprising that very few people, including many general safety practitioners, have not really heard of them. From a training and teaching perspective, making ideas “sticky” is important if the learners are to remember what you’ve tried to get across, and the SUCCES principles can be applied to make the instruction more memorable.

Making things “simple” doesn’t mean “dumbing down” but making sure ideas, however complex, are put across in a way that can be understood by learners new to the principle. Things that seem obvious to an expert need to be carefully explained. This can be made easier if the ideas are illustrated by concrete examples. Every good trainer will have “war stories” that can be used to illustrate application and implementation of the principles. Case studies too are types of stories and can be based on concrete examples and are a good way of getting the learners to think through the principles. The stories and case studies clearly need to be credible if they are to be seen as relevant by the learners.

The idea of using emotion might seem a bit airy fairy but is really about making the ideas relevant to the learners by showing them that what they are learning is relevant to them, either as individuals or as part of a group. Unexpectedness is probably the most difficult principle to apply – I think that it can only be used sparingly – you can’t make everything unexpected. However its a good way of waking up the audience and grabbing attention and can be particularly useful during awareness type training, particularly where the audience might be uninterested, and can help to get the emotional “buy in” you are trying to achieve.

One thing isn’t covered in the book, which is particularly important in making training and teaching “sticky”. The book focuses on getting a message across and making it stick by presenting people with information i.e. by presenting the information verbally or in writing. Learning isn’t just about listening and reading- quite the contrary. People learn best by doing – sometimes finding things out for themselves or reinforcing the points put across in presentations and written material. Perhaps some of the ideas in the book could be applied to practical exercises. As I’ve already mentioned above, they can be applied to designing effective case studies.

So all in all, a useful book. The ideas it contains have certainly stuck with me!

Turn of that projector!

The best type of learning is active. People learn best by doing, rather than simply listening. Unfortunately too many training course involve sitting and listening to the trainer while watching an endless stream of  poorly designed PowerPoint slides. After a while the audience inevitably starts to lose concentration.

Slides have a role to play in training, but they should be used carefully. They are usually used in a passive way where the trainer talks over the slides. This can be OK for a short while, to introduce concepts or sum up a discussion, but it can get tedious after a while, even if they are well designed.

There are ways of using slides actively. For example by showing pictures on screen which can then be discussed by the class or by using them as the basis of a quiz. But there are plently of other ways of including active elements in a class. For example, brainstorming, exercises, practical demonstrations and role plays.

Introducing variation in courses keeps the audience more involved and interested and breaks up the monotony which can be associated with using one teaching method.

Sometimes it’s a good idea to turn off the projector!

Using Powerpoint in the Classroom

 I spend quite a lot of my time these days teaching and training small groups in a classroom setting. Inevitably this involves making presentations using the default tool – Powerpoint.

As I see it, there are a number of  problems inherent in using  “slideware”, like Powerpoint, in the classroom. These include:

• learning should be active – slideware is passive
• it isn’t good at distributing large amounts of information
• it inhibits spontaneous feedback
• it is not good in conveying information using non-linear paths
• it is not good at recording input from the audience

There are some other problems too. When preparing slides the standard template drives you into producing lists of bullets. This is what Edward Tufte calls the “cognitive style” of Powerpoint. Preparing a presentation using Powerpoint drives you into producing an outline of your talk. The outcome is really a set of speaker notes which is too detailed for the audience.

Faced with slides full of bullets, I find that most people tend to try and reproduce all the points. Their attention  is divided and as they have to concentrate on copying from the slides, so they can’t listen properly to what you’re saying.

Well, they’re the problems I’ve identified, and I’m sure there are others too. What can we do to get over them?

The first thing is to ask yourself whether making a presentation with a stack of slides is the best approach for the class. Active learning, where the learners are engaged, is much more effective than passive techniques where the instructor stands at the front and talks at the class. Consider the alternatives – hands on practicals, exercises, demonstrations, brainstorming, role plays, group work etc. Depending on circumstances it might be viable to incorporate one or more of these into a class. Introducing variation in the teaching methods is always a good idea. To me the best classes are more like a discussion than a lecture.

The second thing to ask is whether having pre-prepared slides is the best visual aid to use. Sometimes its better to revert to the old “chalk and talk” approach using a whiteboard, flip chart or some other active medium. This allows you to be more flexible and draw in and record contributions from the group.

Sometimes there are other options – using models or pieces of equipment you can use for demonstrations, or even pass around.

Where you decide that you need or want to use slideware, there are a number of things you should think about

try and minimise the use of slides. Ask yourself is there another way of getting this across? Use slides only for those points where its really necessary

Remember that slides are free! Break them up. Ideally each slide should focus on one point (although you may want to include some summary slides that pull together the key points, but even then don’t cram too much on one slide – have your summary list on two or more slides if necessary)

Use diagrams and pictures where possible. I’ve attended many presentations where the presenter has slides full of words when a diagram would have been better.  For example, which of the following slides on the structure of the eye would you find most helpful?

Have more slides than you need to cover the main options. This will allow you to be flexible – calling up whichever slide is most appropriate depending on how the discussion progresses. Using Powerpoint’s “presenter view” allows you to do this. Alternatively it may be able to include a menu with hyperlinks into the slide design.

Picture of the eye from http://www.exceloptics.in/newsletter.php

Oscar Wilde on Exams

“In examinations the foolish ask questions that the wise cannot answer“

The curse of Powerpoint

As soon as you put a slide up on screen with words on it - especially bullet points - your audience starts to frantically copy them down. Try and move on and you get one or more requests to keep it on screen longer. Most people do it - in fact I know that I do it myself when I attend presentations by other people - you almost can't help yourself! As a presenter, if you haven't planned for this, and need to move on, it disrupts your flow.

Why do people do this? I've come up with a few reasons:

• The "Comfort factor" - you feel you are achieving something by writing something down
• There is a perception that if there are words on screen they must be important
• Writing down the points does help you to absorb them, but it also means that you're not listening properly to what the speaker is saying (of course that doesn't matter too much is the speaker is simply reading out the points - but that's another story!!)
• Perhaps it's an ingrained habit from school - i.e. copying off the board.

I think that you have to accept that the audience is going to do this. Its unlikely that you will be able to change their habits. But we need to take it into account when planning the presentation.

When using slides for teaching or training, you want to get over key points that you want the audience to write down so that they can remember them. But the whole point of you being there is that the audience should listen to what you have to say (and when teaching or training you need to interact with your audience), and the words on the screen can distract and prevent them listening to you properly. Slides are meant as an aid to your presentation, not a substitute for it (otherwise you might as well just give them copies of your slides). They need to be used effectively. So taking into account my experience of how an audience reacts to slides, the following should be borne in mind when creating a presentation for teaching and training:

• Only use words that are important on slides - use pictures and graphics to illustrate your points
• When introducing concepts, keep the word count on a slide low - insert more slides with fewer words than a few slides containing lots of words
• Use summary slides with bullet points (but not too many per slide) to sum up concepts which you want your audience to write down, and allow them enough time to for the audience to copy them down