Why training may not always be the right course of action – part 1

Why training may not always be the right course of action

This series has 12 parts. First we’ll consider some well-known and tragic cases of under-performance, and we’ll pose the question, “If the people were trained, how could things go so badly wrong?” Then in Part 2 we’ll investigate why people do not get things right first time, every time, and we’ll examine six prime factors that prevent people from performing to the necessary standard.

Part 3 is about how human error is explained by humans and Part 4 deals with memory.

In Part 5 we’ll reveal some lessons to be learned from research into hand-washing behaviour in hospitals and in Part 6 we’ll look at physical and mental supports, what the US Coast Guard can teach us and a lesson from Rudyard Kipling. Part 7 is about the view of training as a silver bullet, then we set you a challenge in Part 8 and the three remaining parts describe an ingenious diagnostic process, with examples of how many varieties of job aid have been used to support human performance in a wide variety of contexts. We hope you will find the article and the mobile app that we’ll publish with the final part to be thought provoking and of practical use to trainers, training designers and consultants.

The factory of the future

There is a 20th century joke that I’ve often quoted down the years. It goes like this: the factory of the future will be staffed by one man and one dog. The man is there to feed the dog. The dog is there to make sure the idiot does not interfere with the machinery

Now I have always had the uncomfortable sense that this is rather more of an authentic prediction than a joke, but one thing is certain – a man is a human being, and humans make mistakes.

I’ve been involved in education and training since 1972, and that’s not counting my own schooldays. Thanks to the influence of two great men, Peter Pipe and my very dear friend Mike Sleight, I have been inspired by the concept of human performance technology for a large part of those 100 years! Contemporary writers and thinkers such as Dr. Allison Rossett, long time Professor of Educational Technology at San Diego State University and other members of ISPI (International Society for Performance Improvement) have kept the flame burning, but the torch seems to flicker only dimly on this side of The Atlantic. So in this series my theme is performance aids, and I hope to demonstrate how they support anyone who has to supervise, manage or perform a task to meet a business or personal objective. I regard them as a rich but under-exploited seam; one that is systemically overlooked by trainers and instructional designers.

Dateline of disasters

Please excuse a little melodrama, but I’d like you to read this dateline of disasters:

  • 1957 Windscale, Cumbria
  • 1967 Cornwall, The Torrey Canyon
  • 1979 3 Mile Island, Pennsylvania
  • 1979 Woolworths Store, Manchester
  • 1986 Chernobyl
  • 1989 Hillsborough, Sheffield
  • 1999 Ladbroke Grove, London
  • 2005 Athens 2005, Flight 522
  • 2010 Gulf of Mexico
  • 2011 Fukushima Daiichi
  • 2012 Italy off the coast of Tuscany, The Costa Concordia

Let’s look in more detail at just one of those. An enquiry reached the conclusion that a series of human errors caused the Cypriot Helios Airways Boeing 737-300 to crash near Athens in August 2005, killing all 121 persons on board. The flight from Larnaca to Prague had flown on autopilot for nearly two hours before running out of fuel and slamming into a hillside. The report said the pilots misread instruments regulating cabin pressure and misinterpreted a warning signal. Maintenance officials on the ground were also blamed for leaving pressure controls on an incorrect setting.

In addition, the plane’s manufacturers Boeing took “ineffective” measures in response to previous pressurisation incidents in the particular type of aircraft, the Greek report said. The plane was starved of oxygen as it gained altitude, which rendered the pilots and passengers unconscious.

Two Greek air force fighter jets were scrambled when the aircraft lost radio contact. Their flight crew saw the Boeing’s pilots slumped over the controls and a flight attendant struggling to control the aircraft before it crashed.

Were the people trained?

So what can we deduce from this and the other examples in my dateline of disasters, above?

Here a bad judgement, there some confusion over a stuck valve. A misread instrument, a warning signal ignored. A pressure gauge set to the wrong value. Thousands of deaths. Massive environmental damage. Huge loss of trust and reputation. Massive loss of revenue.

And the inevitable question surfaces – were those people trained? Those oil and nuclear workers – were they trained? Was the train driver trained? The store staff, the police and stadium stewards, the ground staff, the pilots, the captain and crew. Were they trained?

And back comes the answer with unerring reliablity – yes, yes, yes and yes. All were trained, competent, qualified, and in many cases experienced too. So what went wrong? What led trained, qualified and competent people fail to perform as necessary at the very moment when their knowledge and skills were most needed?

In Part 2 we’ll investigate why people do not get things right first time, every time, and we’ll examine six prime factors that prevent people from performing to the necessary standard.

Pipe’s Categories of Performance Aids

I am speaking this week about performance aids at The eLearning Network in Sheffield, and I’ve just completed a set of three articles on the same theme for Inside Learning Technologies. I’ll reprint it here early in the new year (did I really just write “in the new year”; where does the time go?).

To whet your appetite I’d like to mention the great work of Peter Pipe whose very broadest definition of Performance aids is, “Whatever help it takes to get the job done right by the people who have to do the job”.

I’ve not found much reference to Peter’s work online, which is a surprise since it seems to me to be as fresh today as it has ever been, and it has had a very strong influence on my work since the 1970s.

Pipe segments his “whatever help it takes” into 5 common classes of performance aid as follows:

Pipe’s Types

Supplant To remove some or all of the task from operator control
Enhance To provide tools to help the operator
Prompt To provide memory aids
Boost To provide improved flow of information to the operator
Inhibit To remove or reduce inputs which distract the operator – physical or mental

He then uses his scientific mind to classify particular and specific types of performance aid and assign them to one of these 5 over-arching classes. It is beyond the scope of this blog to examine (16 in all) of Pipe’s Types in detail, but let’s think about why performance support might be necessary in the first place.

Why don’t workers get everything right first time and every time?

There is a variety of different reasons. People may misconstrue a task or its importance. They might lack physical or mental capability or their inexperience might mislead them. Aspects of the environment can get in the way, mistakes can be made and the action or inaction of others can cause a problem. The work of Peter Pipe once again gives us a thoughtful analysis.

 

Task perception
Following instructions which are incorrect
Failure to realise responsibility
Personal interpretation of a task required
Mistaken priorities, such as taking short cuts through safety rules to save time
Capability and experience
Lack of appropriate training or skills to perform a task
Failure to follow instructions
Lack of appreciation of consequences of actions
Inappropriate choice of procedure to achieve desired outcome
Jumping to conclusions about the nature of a situation
Work environment Information overload makes it difficult to identify important pieces of information and easier to ignore or delay scrutiny
Task overload impairs ability to monitor developments and formulate reactive or pro-active responses
Difficult working environment
Inadequate work environment, equipment, or procedures increase the chance of mistakes
Mistake
Random slips
Failure to detect very unusual situations or rare events
Incorrect assessment of a situation
Motivation
Lack of incentive for high level of performance
Lack of concentration on a task
Personal objectives
Actions of others
Failure to communicate information
Frustration of actions
Incorrect or faulty components supplied
Insufficient quality of contribution

And since there is a variety of problems and a variety of root causes, so there must be a variety of solutions, too.

At the eLN and then through the articles and future blogs, I’ll be offfering lots of examples of “the what and the when” of performance aids, but I’m hoping that I’ll collect a few examples too from you.

With the words “there’s an app for that” echoing in my ears, I’d be especially interested to hear about examples of e-enabled performance aids across the full spectrum of Pipe’s Types.

Learning online under pressure

I often make chicken soup the haimische way. I doubt that my Yiddishe forebears used a pressure cooker, but I do. Everything else, including the dumplings is authentic. Recently I was doing everything in the normal way, but the pressure cooker had some kind of mid-life crisis. It blew exaggerated clouds of steam from the top of the lid, and I could not tell why. I rummaged through the drawer where we keep user manuals. I found blender, grinder, food processor, pasta, ice cream, yoghurt and bread making machines, but nothing for the pressure cooker. I took up my iPhone and logged onto the manufacturer’s website, where I found lots of information about pressure cookers – what are they made of; are they safe; what is the basic principle of pressure cooking. What was missing were the basic instructions I needed. A diagnostic tool would have been very helpful; one which asked, “Can you see steam escaping from the valve?” “If so check this.” I began to examine the reasons for my sense of frustration and disappointment. There was a mismatch between what I needed, and what was actually there. I could follow the link to email for an answer to my question, but my kitchen was like a Turkish Bath NOW.

And that is how things are. We have come to require and expect instant and accessible information at the time and place we need it. It is inconceivable to imagine me, or anyone for that matter, going on a Basics of Pressure Cooking course before we use our pans. It does not fit my personal style to study the manual cover to cover before I begin to make soup. I’m a just-in-time, not a just in case learner. In the event, I was fortunate to find the leaflet for my pressure cooker. A diagram on page two clearly showed that some kitchen gremlin had inserted the valve upside down, and once corrected, the cooker behaved impeccably and my soup and sanity were secured.