Ringing the changes in HE

I’ve been working with a group of colleagues across the Open University in a very collegiate spirit to develop a coherent Vision and Plan for Learning and Teaching. We are also developing a vision for our leadership in digital innovation which is complimentary. We are doing this at a time of unprecedented change for UK Higher Education, not simply because of the HE Bill and TEF and the changes those bring with them (N.B. despite the OU not entering TEF this year we still have a lot of work to do lobbying for changes, supporting the four nations agenda and national policies and preparing for the time when we will enter TEF which involves collecting and interpreting data to better differentiate part-time learners, their prior experience/level of knowledge and their learning gain) but also the wider changes resulting from the UK’s exit from the EU and implications from changes in U.S. policy. This makes it challenging to construct a vision that is both grounded but is also fixed on the far horizon and so can guide actions for transformation.

As far as Innovation is concerned we’ve been looking to the Educause “Building a Culture of Innovation in HE: Design and Practice for Leaders” as a tool to help us identify areas to prioritize. There are a series of near horizon and far horizon goals that we wish to achieve through this process. Near horizon goals aim to improve the current system of learning and teaching at the OU, while far horizon goals simultaneously build the conditions from which a new system can emerge (figure 1).

Figure 1 – Shifting from Improvement to Innovation (extracted from Educause “Building a Culture of Innovation in Higher Education: Design and Practice for Leaders”)

transform

 

 

 

 

 

 

 

 

There is element of crystal ball gazing to all of this endeavour (although some market research and academic research is also involved). I was taken with this recent post by Joshua Kim for Inside Higher Ed which resonates with some of my feelings around HE. It’s called Why Our Higher Ed Transformation Crowd Should Read ‘The Upstarts’ and emphasizes that the antecedents for transformative change are rarely understood in advance. We can create the conditions but we cannot imagine the impact (or not).

All this work has come to the attention of others in high places and so I am having my own personal transformative change. I’m leaving my role as Head of Incubation at the end of this month to take up a new role as Head of Strategy and Policy (including a continued responsibility for co-ordination of incubation/innovation). I’m going to miss the Learning and Teaching Development team which includes the Learning Design team that I’ve been managing for the past few months, they are great people doing fantastic but hugely undervalued work.

This change consequently means an alignment and co-ordination of the Learning Design and TEL-Design (Technology Enhanced Learning Design) teams to have a coherent organisational approach and vision for Learning Design and clear ownership and responsibility for aspects of LD under Rebecca Galley (Head of TEL). We are also defining the homes for enabling elements for LD including data which is becoming increasingly valuable for decision making.

From next month I’ll be managing the Strategic Planning and Policy team. I will also be moving away from the academic side of business and from the Institute of Educational Technology to focus on this new role within the Learning and Teaching Innovation Portfolio. I’m also in my second week of the Masters course in Online and Distance Education to better understand the theory around what I’m doing. It’s a seriously well constructed course and I’m really enjoying my tutor group chats. I think I’m becoming slightly addicted to this online learning thing but I’ll see if I remain enthusiastic after my first exam!

Crucially though despite all the changes I’m  keeping a hot desk in the Jennie Lee building so that I can continue to network with academic colleagues (..and steal their coffee and biscuits)!

 

 

My highlights of 2015


“Don’t procrastinate” – that was my only resolution for the New Year as I started 2015. I began the year by moving to Learning and Teaching Solutions (LTS) which was a big decision as it was a huge change for me to leave behind the research part of my job to focus on the big challenge of working in the learning and teaching area to create the TEL (Technology Enhanced Learning) sub-unit of LTS.
Over the past year we’ve created a sub-unit with 44 extremely dedicated and committed staff from different parts of LTS who have come together to cover four TEL areas which complement each other. These areas are Learning Innovation, Learning Environments, TEL Design and Online Student Experience. All areas are supported by evidence which is gathered through student engagement or by working with areas from across the Open University responsible for data and analytics.

 

…it has been extremely hard work. TEL was created during a change process which saw the OU cut costs and reduce staffing across all units. This meant that we needed to adjust plans in March to take account of the financial constraints. TEL was also created during a period when we could not afford to reduce productivity which meant that people were expected to “double hat”, doing both their previous role and their new TEL role in parallel. I have huge admiration of the team and unit for what has been achieved. We’ve run Hack Days, drop-in events and worked with people across the OU to deliver a series of “Quick Win” projects to accelerate priority activities for TEL and we’ve also collaborated with the IET Learning Design team to create a joint series of Special Interest Group events to stimulate discussion about TEL across the organisation. We have created new websites including the Learning Innovation site. We have introduced a TEL design process across OU module production and have begun to explore co-creation, live student feedback, activity design, workload consistency issues and many more.

tel-cloud

Across the wider Open University the new OpenTEL Priority Research Area has been created which complements TEL, the research feeding through into practice.

As well as the organisational achievements I’ve also had some personal achievements during 2015. I became Acting Director of TEL in May and have enjoyed a year sitting in the “hot seat” driving the work of the unit. I’m now looking forward to taking on a new challenge in 2016 and to passing on the leadership of TEL to Mark Nichols who takes the reins in February.

I have achieved Senior Fellowship status with the Higher Education Academy through an OpenPAD inquiry process. My personal inquiry was my reflection on delivering services for the Open Science Lab (now called Open STEM Lab). I really enjoyed the process of reflection. I would encourage colleagues in HE to go through this process as it is extremely valuable to improving practice across the sector.

downloadI’ve also written a book chapter for a Routledge International publication, again on my work on iSpot and the Open Science Lab, in particular about using a participatory approach and design based research methodology to develop the mobile optimized experience – The book, published today, is called Mobile Learning and STEM: Case studies in practice  (a good read – especially chapter six!). Janice Ansine and Kevin Mcleod helped me to get the chapter in shape. The lead author role gave me a new found admiration for the work of my academic colleagues as it has been very challenging fitting the writing around the other aspects of my job.

I’ve really enjoyed the friendships I’ve made during 2015 and these will stay with me for life. I’m looking forward to the changes to the the portfolio and to enabling innovation across the University.

 

 

…I haven’t been procrastinating.

My next blog post will be about my thoughts on the external environment, the culture for innovation and the challenges ahead!

Innovation to Impact

“Innovation to Impact: Whilst there is a great deal of innovation in the University, it has been difficult to get ideas realised and tested quickly.  It will be necessary to take more managed risks to enable us to innovate rapidly and bring the benefits of innovation to our students.”

L&T Vision and Plan 2025  – Belinda Tynan PVC LT

In my last post Adaptive Capacity I began by setting the scene around the innovation agenda for The Open University, and more widely across UK Higher Education in order to meet the challenges that are currently faced by the sector. I’ll now delve a bit deeper into the Learning Innovation area to cover some of my recent work.

I’ll begin by setting out some of the current organisational barriers in the area of learning innovation as I see them:

  • There is frequently no early dialogue between different units to establish when services could be more widely applied to OU Learning and Teaching.
  • Research systems are not created to be enterprise ready and not designed with operational criteria in mind.
  • There is no organisational resource earmarked to bridge the gap between research funded activity and operational activity.
  • There is no systematic joining of the pedagogical, content and technical expertise across the organisation to enable leveraging of scholarship and research expertise to drive forward enterprise level innovation.

I suspect this is not uncommon in most large organisations that have grown organically and responded to different market forces and funding regimes. At the heart of this is a deep rooted risk aversion that has grown over the past decade. I speak to other people across the organisation and I hear things such as “the project and risk management expected of a mature organisation”. What this brings with it is a culture where experimentation is treated as recklessness and where it is deemed unacceptable to take risks.

So what should we do to address this? – I’ve had a number of workshops with colleagues from the Institute of Educational Technology, Knowledge Media Institute and Learning and Teaching Solutions (in particular the Learning Innovation team) along with a number of academic chums from across the faculties to try to tease this out and we’ve done lots of creative scribbling on boards! …

board

 

 

 

 

 

 

 

 

 

 

 

 

 

The objective has been to improve the environment for innovation. The above scribbling represents a ‘maturity model’ where as a project moves from incubation to larger scale there is a process and environment to allow that transition to take place and at each stage a gradually larger amount of ‘transition funding’ is released (and consequently rigour applied) following an evaluation to allow the project to move to the next stage…but before I get into too much detail what framework is needed?

Let’s call it an “action plan” to addresses the four areas:

  • Governance – Directing investment and identifying opportunities for adoption from existing research work
  • Process – Creating a managed innovation process
  • Systems – The structure required to manage innovation projects
  • Culture – Developing a culture which enables innovation and managed risk taking

This is easy to say but difficult to achieve (see my previous post for details on that). I intend to cover all of these areas in future posts but I’ll begin by taking one of these, let’s take process for example, how would we achieve that objective?

Objective: Create an innovation pathway

  1. Identify and track opportunities to leverage research, scholarship and innovation investments etc.
  2. Regularly review the Learning Systems Roadmap and priorities in light of these opportunities.
  3. Ensure a clear and transparent process is in place to support the inclusion of worthwhile opportunities – where colleagues know how to get their work adopted to benefit students and learners and understand the learning systems priorities.
  4. Opportunities are developed by the appropriate teams at the appropriate stages for sustainability, quality, performance and security.
  5. Opportunities are reviewed throughout the development stages and continued or culled as appropriate.
  6. The cost/benefit of all developments is tracked.

The overall investment in learning systems results in an improved experience and outcomes for students and learners.

So on a practical level what can we do to enable this, what concepts can we apply?

Concepts discussed:

  1. “ideas club” – fostering ideas in a friendly informal environment
  2. Create an “ideas bank” and allow mechanisms for worthwhile ideas to get incubated and sponsored. (N.B. this needs to be carefully managed and orchestrated so that it is more than just a popularity contest but addresses mundane but important organisational innovation as well as the “shiny stuff” – Neilsen and Norman have done some good work on this within the usability research field)
  3. Build innovation into work planning and career development processes so that people are encouraged to develop ideas (i.e. building time in to allow everyone to develop scholarly practice across the organisation).
  4. Three stages
    1. “feral” – use anything, built it try it, agile, cull or iteratively improve.
    2. “incubated” – evaluated, developed further, sponsored, fostered.
    3. “mainstreamed” – roadmap ready, enterprise ready, robust, scalable, sustainable.

How do we remove blockers to taming the “feral children”? – That is the cultural challenge. To put this into perspective I often quote Ron Tolido, Chief Technology Officer at Amazon

“At Amazon, you must write a business case to stop an innovation proposal, rather than to start one. Silences 90% of nay-sayers”

This can be achieved if we all treat innovation as something we expect and sponsor. If you haven’t read it the Educause paper Building a Culture of Innovation in Higher Education: Design & Practice for Leaders is a good read with lots of practical advice.

 

I’ll talk more on the cultural aspects in my next post.

adaptive capacity

The Open University needs to reinvent itself to survive. The new Vice Chancellor, Peter Horrocks, has been explaining what that means most recently in an interview for the Financial Times. I’m extremely impressed by Peter and his plans for reinventing the institution. For my part I’m now part of a new portfolio called learning innovation, however the remit for this portfolio will be a very broad one encompassing institutional innovation and the capacity for innovation as a means to dig ourselves out of an (organisational) hole.

We are all asked to consider how the portfolio can respond. Have we got the right leadership? – what are the barriers?

I have been doing some desktop research and found an excellent set of articles on the news industry about innovation moving from print to digital. The OU is grappling with many similar issues. If you read one article from this group read the one on creating the right culture and structure.

“Leaders cannot simply mandate a new culture,” wrote Brown and Groves in their paper. “Organizations must develop new routines that fit in the context of the existing culture and nudge members toward a culture that embraces innovation.”

There are parallels between the reinvention of the press from print to digital media and the OU. Although the OU embraces technology and has a very rich VLE the underlying model and culture still demonstrate influences of the print-based correspondence model of the 1960’s.

I’ve been asked for my thoughts on what we need to do. In doing this it is important to reflect critically on what we mean by innovation. In particular around radical or disruptive innovation. Compressor_and_jackhammer_for_drilling_rockThere’s a great post by Phil Hill called Cracks in the Theory of Disruptive Innovation summarizing current scholarly thinking around the pitfalls  of applying disruptive innovation theory within the context of higher education. The article includes a summary from MIT Sloan Management Review :

“In summary, stories about disruptive innovation can provide warnings of what may happen, but they are no substitute for critical thinking. High-level theories can give managers encouragement, but they are no replacement for careful analysis and difficult choices.”

When thinking about the problem of innovation within the context of the Open University we also need to consider the external environment, for the Open University it’s looking critically at the funding and support for part time learning and  life long learning as described in recent media articles demonstrating the issues of reduction of funding and support to the sector which are particularly important to the Open University.

I spoke to Alistair Jarvis Director of Communications and External Relations at Universities UK recently about this subject and he said that in order to survive universities would need to diversify their business model and to occupy a market niche. He said that the EU referendum will have impact regardless of the outcome but is potentially very damaging and that government funding will continue to decrease.

In my opinion for the Open University this means thinking critically about the business models. Looking at B2B and B2G services. Thinking about continuing the OU’s mission through the open and informal routes and through micro-accreditation and certification routes and apprenticeships. It certainly means an overhaul of the curriculum. A simplification of the infrastructure and support services. It also requires a re-evaluation of risk. In particular the risk of complacency. It requires senior sponsorship of ideas to move them through to practice. It relies on internal funding for transition and up-scaling of research into teaching practice but most importantly it requires everyone to look outside the Open University and to wake up to the external environment. To see the OU in the context of challenges within the wider sector. To work in partnership with others, to bring or adapt solutions in use effectively elsewhere.

It requires everyone to stop assuming that how it has been done here is how it will be done in the future.

In my next post I’ll explain more about what I see as the method for achieving organisational innovation.

Risky Business

future aheadIn March I attended a visioning workshop held by the recently appointed Pro-Vice-Chancellor of Learning and Teaching, Prof. Belinda Tynan , and attended by 60 of my colleagues. The 60 were recruited through a competition for ideas, and the best ideas won the day, so the event had people from all levels and areas of the Open University which was a refreshing way to bring bright minds together. The workshop discussed where the Open University should be by 2025. The approach we took was designed by a group who work on Future Studies and involved starting at the global and gradually working down to our own turf; In the meantime losing the baggage of the here and now, and also finding ourselves forming a consensus by engaging in cross-fertilized discussions on topics to do with educational futures.

It’s fair to say that I found the workshop empowering and inspiring, it had everything from contemporary performance art to RSA style animation. I’m currently working on the area of “Innovation to Impact” which is very close to my heart and something I’ve been working to try to strengthen within the Open University over the past few years, working alongside Prof. Josie Taylor, the previous Director of IET, who has recently retired and with David Matthewman, the Chief Information Officer at the Open University.

Another supporter of this work has been the Director of Learning and Teaching, Niall Sclater, who has recently left the Open University to pursue new ventures. I raise my cap to Niall for the work he has done in the relatively short time he’s been at the Open University, including the introduction of the Moodle VLE (along with Ross MacKenzie) and the Roadmap Acceleration Programme, and most recently leading the Tuition Strategy work for the OU. I wish him all the best on his latest adventure! – I’m starting to feel like the last man standing in the TEL area.

Coming back to innovation, Ann Kirschner wrote a piece about Innovation in Higher Education a couple of years ago and many similar articles have since followed however I still enjoy reading her article as it appears to be well researched and still a good compass to where innovations are heading. Tony Bates also covered these areas recently in a blog post around a Vision for Learning and Teaching in 2020. We covered many of these and other aspects at the workshop but sticking to the topic of innovation and risk the main thing that rang true for me from the workshop was that we have become very “risk averse” (complacent) at the Open University and there was, among the 60 delegates a very strong sense that we needed to feel able to take some risks and to be more agile (a very overused word) to survive and thrive by 2025.

The “innovation pipeline” is a concept we’ve been considering (how to improve the flow between incubators and central areas, i.e. the journey from prototype to large scale mainstreaming). We want to improve this at the Open University and last year I gave a short presentation to the Learning Systems Advisory Group about that topic. I love the quote that I took from Ron Tolido, the CTO of Amazon, “@rtolido At Amazon, you must write a business case to stop an innovation proposal, rather than to start one. Silences 90% of nay-sayers”. The Open University is no Amazon of however we do need some of the pioneering spirit…

 

…in the past week I have also attended an “executive away day” for the Institute of Educational Technology at the OU, organised by the new Director of IET, Patrick McAndrew. Patrick has always been an keen early adopter of technologies and new ideas and he is wanting to making some organisational transformations with IET showing the way. For example, at the away day we went through a micro version of an agile project, we had a scrum, a sprint, another scrum and a velocity check all within one hour in the afternoon of the away day. The project was to develop an induction for new starters and we all took on tasks and worked through them, helping each other out. We have now taken the step to becoming an agile unit.

I have been using an agile approach to some recent developments, in particular for iSpot where I was hoping to start using the agile or lean approach back in 2012 (see my magile post) but only actually achieved any form of agile methodology last year when we started running into trouble and found that we needed to resolve issues with a much tighter timeframe and resorted to frequent (not daily but every other day) scrums and short sprints of three weeks. This worked very well and we were transparent with the project team which kept things ticking over and very quickly (within nine weeks) turned the project around and got it back on track.

I believe that Patrick wants IET to be a leading light for the Open University to become an agile organisation. I fully support him in this and I will be doing my utmost to ensure that we embrace this and to prove that adopting an agile approach does not compromise on the quality of output.

There will be more from me on the L&T vision workshop outputs once they are officially synthesised, endorsed and made available in the public domain.

Community Engagement

community image

We ran an eLearning Community event on 18th October to explain the new learning systems roadmap and the direction of travel for OU learning systems – by “we” I mean that the presenters were myself, Liz Burton-Pye, Head of Learning Teaching and Quality Office and Rhodri Meredith, Project Manager (Business Change) in Learning and Teaching Solutions. The event was well attended with over fifty people from across the University and all from a range of different backgrounds.

Firstly the three of us gave short (*cough*) presentations to explain the “Where we are now” with Learning Systems, “Where we’re going next” (i.e. the new Roadmap) and “Over the horizon”.

Here are my slides from the event which set the context of the workshop which took place after the presentations (and a brief break of tea and coffee).

For the workshop we split people into five tables. Each table represented one specific “scenario”. The scenarios were as follows:-

  •  The Qualification is Everything
  • OU Goes Global
  • Informal Learning is Cool
  • Learning is Disaggregated
  • Employers Just Want Key Skills

These were picked because they were the five most popular scenarios rated by people who visited us back in March at the Open University “Learn About Fair“.

persona workshopWe were keen to try to get a good representation of staff from across the OU at all the tables and we had at least five people at each table. Every table was co-ordinated by a facilitator (i.e. someone who knew in-depth about the scenario being developed).

We gave each group a set of persona cards. The persona cards are representations of typical types of OU student (for more on this use of personas see the “How we use personas” blog post that I publish earlier ).

We asked people to then take each persona in turn…

Persona cards

…and answer the following questions to map the personas against scenarios using a form similar to the one below..

Scenario questions

We engaged in some very interesting dialogue. When we finished each table then spent five minutes summarising what they had learned. There were some stimulating discussions and I know that I can’t do justice to them within a simple blog post but I’ll try to synthesise the main ones that sprang up during the workshop…

Informal Learning is Cool

Some people will use informal spaces to engage with a professional community (Martin) and as a means to an end. Some may not have time for informal study initially due to time pressures (Abila). However others like Jason who have had a bad experience with formal learning may find informal learning stimulating and engaging and structure can be applied later to keep him on track. The idea of having “Informal with badge” may be appealing, especially to those leisure learners like Margaret. Career oriented people may stay clear of informal (Win) but generally Digital Literacy may be a concern with  some personas and be a barrier to them engaging with informal learning.

The Qualification is Everything

Some learners may want to begin with an Openings module for various reasons before going through to qualification (Abila and Josie). Jason would want to build gradually perhaps through a diploma or certificate first. He would also benefit from community engagement and informal mechanisms to keep him stimulated and on track. Some students (like Rachel) may be put off by the level of commitment required.

Learning is Disaggregated

People like Win would like the flexibility as she maybe cannot commit to specific times (e.g. for assessment) but may also require structure so may be mixed blessing by going through disaggregated route. David may prefer structured approach but may also wish to choose an alternative assessment model as he may not favour continuous assessment.  Josie and Regi may both favour flexibility in their start and end times for different reasons. Some learners like George may be overwhelmed by disaggregation (this feeling over being overwhelmed keep recurring and is a known issue with a more small pieces approach).

Employers ‘Just’ Want Key Skills

Students use context for interest and engagement and learn key skills in the process. Do they need key skills personally or as a University should we provide them for others and are they useful? Split into two camps of learners who broadly agree that key skills would help with confidence building (Abila and Jason) and useful to have appropriate skills for marketplace (Martin). And those that disagree such as Rachel where the subject is more important to keep her focussed and the leisure learners such as Margaret who do it for the love of knowledge.

OU Goes Global

This was summarised through learner stories….

Student Story 1

In middle of studies, travelling and emigrating requires flexibility and ability to learn on the move. Use of mobile and internet cafes. Local partnership provides language adaptions and contextual content, using local payment and currency – makes use of Open media – setting different prices for different parts of the world.

Student Story 2

24/7 support very important of shift workers, added benefit and advantage, same for those with families. More flexible assessment due to shift work but students ‘hopping around’ is difficult for continuity of online advantage e.g. real time/ synchronous collaboration. Student follow paths/self-directed learning versus collaborating with others. Depends on nature of module. Put in as much variety to accommodate all.

Tutor Story

Tutor generated content from diverse tutor community (local knowledge). Good local examples from students.  Want local study but want it accredited. Uses mobile (or wifi) light versions of content but not interested in rich media. Tutor group listings via mobile or text alerts. Similar to email services currently on studenthome/tutorhome.

Summary

The overarching themes to emerge from the workshop were therefore :-

1. Learners need to be digitally literate enough to engage. We need to ensure they are provided with mechanisms to achieve that (handholding).

2. We could do more around exploring informal learning with “badging” to provide status associated with having understood material without having to go down a formal assessment route.

3. Flexibility and structure are both important so need to be built into the solution. The scenarios do not stand alone so a lot of the final discussions were about how they could be combined for greater benefit.

4. We need to be careful not to overwhelm potential learners. The “chocolate box approach” may seem appealing but actually just confuse people.

5. Feedback following the event is that some of the community wanted an opportunity to have an open ended discussion around the talks and topics arising. My suggestion is that people post into the discussion on Cloudworks associated with the event (..remember this is a public space!)

My special thanks to Chris Pegler for organising the eLearning Community events and providing us with design ideas, persona cards and event facilitation which made this event so effective. There are some more photos of the event on Flickr…

http://www.flickr.com/photos/22884083@N04/sets/72157627885953291/with/6294169279/