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Benefits of internal collaboration and collaboration between client and vendor teams

Chris Collison and Geoff Parcell, authors of Learning to Fly: Practical Knowledge Management from Leading and Learning Organizations, were members of BP’s Knowledge Management team. They wrote the said book based on their experiences at BP and elsewhere. Chapter seven focuses on learning from one’s peers.Collison and Parcell make a useful conceptual cross section about the meaningfulness of collaboration in problem solving. Their conceptual model lends itself well to illustrating the benefits of collaboration within an organization and the benefits of collaboration between client and vendor teams. But before I step into the collaboration discussion, I will briefly counter some of the authors’ dubious fundamental assumptions about knowledge management.

The authors suggest that the best way to learn from one’s peers is to set up a meeting for such, called a “Peer Assist”. Or, at least I assume that they feel a Peer Assist is the best way for peer-to-peer learning, because they mention no other form for individuals to learn from one another. A Peer Assist meeting would be an important component to the knowledge management processes of any successful learning organization, but it would not be the only peer-to-peer learning tool available, nor would it be suitable for all types of organizational knowledge management. The authors make some spurious assumptions about social learning, such as: social learning will only occur through formal meetings, and all the knowledge that you need can be shared explicitly. They overlook whole genres of academic and professional literature on the workings of social learning, including explicit, tacit, group, individual, distributed, legitimate peripheral participation, apprenticeship, and communities of practice. Collison and Parcell erroneously assume that the mechanism within the different aspects of social learning can be treated the same, as to be collected in a formal Peer Assist meeting for the purpose of later reproduction. Having made this disclaimer, I will return to the heart of this post.

Figure 1: General case for collaboration (base on Collison and Parcell P. 102)
Figure 1: General case for collaboration (base on Collison and Parcell P. 102)

Collison and Parcell make the case for collaboration in problem solving by crossing a vertical domain of what “you” know in your context with a horizontal domain of what “I” know in my context. Two additional epistemological domains result from the cross section: What we both know and Creating what is possible together. The benefit of this illustration of a collaborative relationship is that it defines the space where co-evolution of ideas and practice may develop between you and your collaborators. This co-creation domain is epistemically and socially distinct from the status quo within my, your or our domains of knowledge. The co-creation domain is a resource that only exists as part of the living negotiation between the collaborators. The collaboration resource exists, not by adding a new person to the organization, but by teaming individuals already part of the organization.

Figure 2: Too broad for effective collaboration (base on Collison and Parcell P. 115)
Figure 2: Too broad for effective collaboration (base on Collison and Parcell P. 115)

So, what are the best combinations for effective collaboration in problem solving? Collison and Parcell suggest that if there is little knowledge/practice overlap between the collaborators, then there may be too many possibilities for effective collaboration. Without a reasonable common base to reference, more time may be require than it is worth for individuals get on the same page and solve problems together.

Figure 3: Group think collaboration (base on Collison and Parcell P. 115)
Figure 3: Group think collaboration (base on Collison and Parcell P. 115)

According to Collison and Parcell, the other end of spectrum from “too many possibilities” is group think, which results in too few possibilities. In other words, if the collaborators have too much common knowledge, there will not be as much potential for innovation or problem solving.

Because collaboration grows out of the epistemological space between collaborators, the combination between them may have a dramatic effect on their problem solving potential as a group. So, it is important to create groups that have enough degrees of freedom to explore ideas outside the box, but not composed of individuals so different that they cannot easily develop a common understanding.

Why is this important for Allen and other matrix service/product organizations? It may be an advantage to Allen and other training companies to approach training design with collaboration between lead and senior designers, rather than making design responsibilities mutually exclusive. When resources are thin as a result of the economy, organizations like Allen need to strive internally to find innovation. A greater emphasis on Peer Assists and informal, collaborative design may open up new wells of innovation that our clients need. Additionally, if we see our clients as collaborators, we may be able to develop stronger relationships and more innovative products with them, rather than for them.

representative talent profile

instructional writer

Position(s): Lead or supporting writer
Years of Instructional Experience: 2+
Number of Completed Projects: 15+

Key Skills: Instructional Writing, Technical Writing, Instructional Design, Content Curation, eLearning Development, Curriculum Development, Course Authoring, Storytelling, Learning Assessment, Editing, Proofreading, AI Prompt Engineering

Media Skills: Use of stock media libraries

Strengths: Problem-Solving, Clear and Concise Writing, Tone and Style, Formatting, Consistency, Creativity, Communication, Active Listening, Research, Brainstorming, Collaboration, Attention to Detail, Adaptability

Career Highlights:

  • Scripted over 100 hours of learning content and supporting materials for different modalities for both US and global audiences  
  • Adapted writing style and reading grade level to suit design specifications and learner needs in several different industries (finance, healthcare, manufacturing, etc.) 
  • Used generative AI to supplement source content and to accelerate the writing process (without plagiarism) 

Technical Skills:

representative talent profile

learning experience designer

Position(s): Learning Experience (LX) Designer or Strategist
Years of Instructional Experience: 7+
Number of Completed Projects: 30+

Key Skills: Learner Experience Design (LXD),  Instructional Design, Learning Assessment,  Hybrid Learning, Learning in the Flow of Work, Project-Based Learning Methodologies, Cohort and Social Learning, Learner Experience Platforms

Media Skills: LX journey maps and representations of other interconnected or integrated learning strategies 

Strengths: Systems Thinking, Stakeholder Communication, Instructional Design Strategy, Learning Theory, Training Effectiveness

Career Highlights:

  • Designed personalized learner experience (LX) journeys for an organization of 30k (with 5 tiered tracks) 
  • Curated existing LXs that could be leveraged in new learning journeys for other roles, with measurement at key milestones to evaluate progress and success 
  • Wrote up the specifications for branching scenarios, question libraries, options for audio/visual media, and more, connecting each learner experience to a personalized journey 

Technical Skills:

representative talent profile

instructional media specialist

Position(s): Lead or supporting graphic designer, lead motion video artist
Years of Instructional Experience: 6+
Number of Completed Projects: 40+

Key Skills: Visual Design, Illustration, UX/UI Design, Storyboarding, Animation, Audio Engineering

Media Skills: Engaging illustrations, 3D models, character design, storyboarding, live-action and motion graphic video creation, audio recording and editing, client branding, and more to enhance media and create engaging touchpoints that resonate with learners 

Strengths: Brainstorming, Collaboration, Visual Communication,  Color Theory, Typography, Layout and Composition

Career Highlights:

  • Completed projects with extreme attention to fonts, colors, spacing, and more that ensured integrity with client branding requirements 
  • Designed and integrated media based on project-specific content that reflected the learner audience, established realistic learning environments, allowed for hands-on practice in virtual environments, and promoted diversity and engaging storytelling
  • Created quick-reference illustrations learners could access on the job to help them make fast, effective decisions   

Technical Skills:

representative talent profile

lms admin

Position(s): Admin or sub-admin for Learning Management System (LMS)
Years of Instructional Experience: 5+
Number of Completed Projects: 15+

Key Skills: LMS Configuration, User Management, Course Management, System Maintenance, Reporting, Data Analysis, System Integrations

Media Skills: Network and tech-stack diagrams to communicate system architecture and integration 

Strengths: Troubleshooting and Analysis, Learning Analytics, User Administration, Technical Proficiency, Documentation, Adaptability

Career Highlights:

  • Managed a curriculum of more than 1,450 course offerings in the LMS for more than 10,000 learners 
  • Uploaded, tested, and ensured the readiness of new and relaunched programs 
  • Created and maintained reporting workflows to meet stakeholder needs 
  • Provided on-demand support to the learning team to answer questions and promptly address concerns 

Technical Skills:

representative talent profile

learning project manager

Position(s): Learning project manager, project lead, or coordinator
Years of Instructional Experience: 5+
Number of Completed Projects: 35+

Key Skills: eLearning Development, Resource Coordination, Project Management (PMP Certified), Agile and Waterfall PM Methodologies, Budgeting and Forecasting, Scheduling, Quality Assurance

Media Skills: Visual reporting of project plans via Gantt charts and other standard formats

Strengths: Problem-Solving, Communication, Active Listening, Collaboration, Decision-Making, Attention to Detail, Adaptability, Time Management, Risk Management, Budget Management, Team Coordination and Delegation

Career Highlights:

  • Managed concurrent award-winning projects without missing deadlines or wasting resources 
  • Completed several projects earlier than the expected timeline and under the anticipated budget 
  • Built strong relationships with returning client partners for multi-phase initiatives or course maintenance projects 

Technical Skills:

representative talent profile

SUBJECT MATTER EXPERT (SME)

Position(s): Industry-specific specialist
Years of Instructional Experience: 5+
Number of Completed Projects: 5+

Key Skills: Content Curation, Specialized Content Development, Industry-Specific Expertise, Domain Expertise (e.g., Leadership, Onboarding, Compliance), Content Review

Media Skills: Recommendation and review of technical diagrams or industry-specific images

Strengths: Specialized Content Knowledge, Content-Gathering, Simplifying and Organizing Complex Material, Brainstorming, Collaboration, Documentation of Source Content, Decision-Making, Technical Content Review

Career Highlights:

  • Helped create, gather, and organize over 50 hours of content for projects with specific industry or learning needs and contextual nuances
  • Facilitated the decision-making process and collaboration between internal and external teams to consolidate feedback into actionable next steps 

Technical Skills:

representative talent profile

LEARNING STRATEGIST

Position(s): Lead strategist or performance consultant
Years of Instructional Experience: 7+
Number of Completed Projects: 20+

Key Skills: Needs Analysis, Learning Theory, Learner Experience Design, Learning Analytics and Measurement, Performance Mapping, Behavioral and Performance Analysis, Content Curation, Curriculum Analysis, Change Management

Media Skills: Curriculum maps, learner experience journeys, and conceptual program wireframes

Strengths: Big-Picture Thinking, Critical Thinking and Analysis, Problem-Solving, Creativity, Stakeholder Communication, Research, Design, Collaboration, Facilitation

Career Highlights:

  • Conducted a comprehensive learning needs analysis for customer services representatives that included both product knowledge and interpersonal skills development 
  • Prioritized alignment of business and learner needs, such as high-impact accessible design solutions within budgets or agile timelines, for award-winning projects
  • Designed strategies for measuring performance and results over time to inform continued client success 

Technical Skills:

representative talent profile

Instructional Designers

Position(s): Lead or supporting designer
Years of Instructional Experience: 3+
Number of Completed Projects: 15+

Key Skills: Instructional Design, Adult Learning Theories, eLearning Development, Learner Experience Design, Curriculum Development, Course Authoring, Writing, Learning Assessment

Media Skills: Simple graphic design using stock imagery, audio production

Strengths: Adaptability, Problem-Solving, Creativity, Communication, Collaboration, Technical Proficiency, Attention to Detail

Career Highlights:

  • Led the design and development of an onboarding program for new manufacturing employees
  • Scripted technical instructional content for high-tech, product knowledge training
  • Developed hybrid materials for both instructor-led training (ILT) and microlearning tutorials

Technical Skills: