Thanks for the exam – now I can’t help you.
Posted: December 31, 2012 Filed under: Education | Tags: advocacy, authenticity, blogging, community, curriculum, design, education, educational problem, ethics, feedback, Generation Why, grand challenge, higher education, in the student's head, learning, measurement, principles of design, reflection, resources, student perspective, teaching, teaching approaches, thinking, time banking, tools, universal principles of design, vygotsky, workload 1 CommentI have just finished marking a pile of examinations from a course that I co-taught recently. I haven’t finalised the marks but, overall, I’m not unhappy with the majority of the results. Interestingly, and not overly surprisingly, one of the best answered sections of the exam was based on a challenging essay question I set as an assignment. The question spans many aspects of the course and requires the student to think about their answer and link the knowledge – which most did very well. As I said, not a surprise but a good reinforcement that you don’t have to drill students in what to say in the exam, but covering the requisite knowledge and practising the right skills is often helpful.
However, I don’t much like marking exams and it doesn’t come down to the time involved, the generally dull nature of the task or the repetitive strain injury from wielding a red pen in anger, it comes down to the fact that, most of the time, I am marking the student’s work at a time when I can no longer help him or her. Like most exams at my Uni, this was the terminal examination for the course, worth a substantial amount of the final marks, and was taken some weeks after teaching finished. So what this means is that any areas I identify for a given student cannot now be corrected, unless the student chooses to read my notes in the exam paper or come to see me. (Given that this campus is international, that’s trickier but not impossible thanks to the Wonders of Skypenology.) It took me a long time to work out exactly why I didn’t like marking, but when I did, the answer was obvious.
I was frustrated that I couldn’t actually do my job at one of the most important points: when lack of comprehension is clearly identified. If I ask someone a question in the classroom, on-line or wherever, and they give me an answer that’s not quite right, or right off base, then we can talk about it and I can correct the misunderstanding. My job, after all, is not actually passing or failing students – it’s about knowledge, the conveyance, construction and quality management thereof. My frustration during exam marking increases with every incomplete or incorrect answer I read, which illustrates that there is a section of the course that someone didn’t get. I get up in the morning with the clear intention of being helpful towards students and, when it really matters, all I can do is mark up bits of paper in red ink.

Quickly, Jones! Construct a valid knowledge framework! You’re in a group environment! Vygotsky, man, Vygotsky!
A student who, despite my sweeping, and seeping, liquid red ink of doom, manages to get a 50 Passing grade will not do the course again – yet this mark pretty clearly indicates that roughly half of the comprehension or participation required was not carried out to the required standard. Miraculously, it doesn’t matter which half of the course the student ‘gets’, they are still deemed to have attained the knowledge. (An interesting point to ponder, especially when you consider that my colleagues in Medicine define a Pass at a much higher level and in far more complicated ways than a numerical 50%, to my eternal peace of mind when I visit a doctor!) Yet their exam will still probably have caused me at least some gnashing of teeth because of points missed, pointless misstatement of the question text, obscure song lyrics, apologies for lack of preparation and the occasional actual fact that has peregrinated from the place where it could have attained marks to a place where it will be left out in the desert to die, bereft of the life-giving context that would save it from such an awful fate.
Should we move the exams earlier and then use this to guide the focus areas for assessment in order to determine the most improvement and develop knowledge in the areas in most need? Should we abandon exams entirely and move to a continuous-assessment competency based system, where there are skills and knowledge that must be demonstrated correctly and are practised until this is achieved? We are suffering, as so many people have observed before, from overloading the requirement to grade and classify our students into neatly discretised performance boxes onto a system that ultimately seeks to identify whether these students have achieved the knowledge levels necessary to be deemed to have achieved the course objectives. Should we separate competency and performance completely? I have sketchy ideas as to how this might work but none that survive under the blow-torches of GPA requirements and resource constraints.
Obviously, continuous assessment (practicals, reports, quizzes and so on) throughout the semester provide a very valuable way to identify problems but this requires good, and thorough, course design and an awareness that this is your intent. Are we premature in treating the exam as a closing-off line on the course? Do we work on that the same way that we do any assignment? You get feedback, a mark and then more work to follow-up? If we threw resourcing to the wind, could we have a 1-2 week intensive pre-semester program that specifically addressed those issues that students failed to grasp on their first pass? Congratulations, you got 80%, but that means that there’s 20% of the course that we need to clarify? (Those who got 100% I’ll pay to come back and tutor, because I like to keep cohorts together and I doubt I’ll need to do that very often.)
There are no easy answers here and shooting down these situations is very much in the fish/barrel plane, I realise, but it is a very deeply felt form of frustration that I am seeing the most work that any student is likely to put in but I cannot now fix the problems that I see. All I can do is mark it in red ink with an annotation that the vast majority will never see (unless they receive the grade of 44, 49, 64, 74 or 84, which are all threshold-1 markers for us).
Ah well, I hope to have more time in 2013 so maybe I can mull on this some more and come up with something that is better but still workable.
John Henry Died
Posted: December 23, 2012 Filed under: Education | Tags: advocacy, authenticity, blogging, collaboration, community, curriculum, design, education, educational problem, ethics, feedback, Generation Why, grand challenge, higher education, in the student's head, john henry, learning, meritocracy, principles of design, reflection, student perspective, teaching, teaching approaches, thinking, workload Leave a commentEvery culture has its myths and legends, especially surrounding those incredible individuals who stand out or tower over the rest of the society. The Ancient Greeks and Romans had their gods, demigods, heroes and, many times, cautionary tales of the mortals who got caught in the middle. Australia has the stories of pre- and post-federation mateship, often anti-authoritarian or highlighting the role of the larrikin. We have a lot of bushrangers (with suspiciously good hearts or reacting against terrible police oppression), Simpson and his donkey (a first world war hero who transported men to an aid station using his donkey, ultimately dying on the battlefield) and a Prime Minister who goes on YouTube to announce that she’s now convinced that the Mayans were right and we’re all doomed – tongue firmly in cheek. Is this the totality of the real Australia? No, but the stylised notion of ‘mateship’, the gentle knock and the “come off the grass, you officious … person” attitude are as much a part of how many Australians see themselves as shrimp on a barbie is to many US folk looking at us. In any Australian war story, you are probably more likely to hear about the terrible hangover the Gunner Suggs had and how he dragged his friend a kilometre over rough stones to keep him safe, than you are to hear about how many people he killed. (I note that this mateship is often strongly delineated over gender and racial lines, but it’s still a big part of the Australian story.)
The stores that we tell and those that we pass on as part of our culture strongly shape our culture. Look at Greek mythology and you see stern warnings against hubris – don’t rate yourself too highly or the gods will cut you down. Set yourself up too high in Australian culture and you’re going to get knocked down as well: a ‘tall poppies’ syndrome that is part cultural cringe, inherited from colonial attitudes to the Antipodes, part hubris and part cultural confusion as Anglo, Euro, Asian, African and… well, everyone, come to terms with a country that took the original inhabitants, the Australian Aboriginal and Torres Strait Islanders, quite a while to adapt to. As someone who wasn’t born in Australia, like so many others who live here and now call themselves Australia, I’ve spent a long time looking at my adopted homeland’s stories to see how to fit. Along the way, because of travel, I’ve had the opportunity to look at other cultures as well: the UK, obviously as it’s drummed into you at school, and the US, because it interests me.
The stories of Horatio Alger, from the US, fascinate me, because of their repeated statement of the rags to riches story. While most of Alger’s protagonists never become amazingly wealthy, they rise, through their own merits, to take the opportunities presented to them and, because of this, a good man will always rise. This is, fundamentally, the American Dream – that any person can become President, effectively, through the skills that they have and through rolling up their sleeves. We see this Dream become ugly when any of the three principles no longer hold, in a framing I first read from Professor Harlon Dalton:
- The notion that we are judged solely on our merits:For this to be true, we must not have any bias, racist, gendered, religious, ageist or other. Given the recent ruling that an attractive person can be sacked, purely for being attractive and for providing an irresistible attraction for their boss, we have evidence that not only is this point not holding in many places, it’s not holding in ways that beggar belief.
- We will each have a fair opportunity to develop these merits:This assumes equal opportunity in terms of education, in terms of jobs, which promptly ignores things like school districts, differing property tax levels, teacher training approaches and (because of the way that teacher districts work) just living in a given state or country because your parents live there (and can’t move) can make the distance between a great education and a sub-standard child minding service. So this doesn’t hold either.
- Merit will out:Look around. Is the best, smartest, most talented person running your organisation or making up all of the key positions? Can you locate anyone in the “important people above me” who is holding that job for reasons other than true, relevant merit?
Australia’s myths are beneficial in some ways and destructive in others. For my students, the notion that we help each other, we question but we try to get things done is a positive interpretation of the mild anti-authoritarian mateship focus. The downside is drinking buddies going on a rampage and covering up for each other, fighting the police when the police are actually acting reasonably and public vandalism because of a desire to act up. The mateship myth hides a lot of racism, especially towards our indigenous community, and we can probably salvage a notion of community and collaboration from mateship, while losing some of the ugly and dumb things.
Horatio Alger myths would give hope, except for the bleak reality that many people face which is that it is three giant pieces of boloney that people get hit about the head with. If you’re not succeeding, then Horatio Alger reasoning lets us call you lazy or stupid or just not taking the opportunities. You’re not trying to pull yourself up by your bootstraps hard enough. Worse still, trying to meet up to this, sometimes impossible, guideline leads us into John Henryism. John Henry was a steel driver, who hammered and chiseled the rock through the mountains to build tunnels for the railroad. One day the boss brought in a steam driven hammer and John Henry bet that he could beat it, to show that he and his crew should not be replaced. After a mammoth battle between man and machine, John Henry won, only to die with the hammer in his hand.
Let me recap: John Henry died – and the boss still got a full day’s work that was equal to two steam-hammers. (One of my objections to “It’s a Wonderful Life” is that the rich man gets away with stealing the money – that’s not a fairy tale, it’s a nightmare!) John Henryism occurs when people work so hard to lift themselves up by their bootstraps that they nearly (or do) kill themselves. Men in their 50s with incredibly high blood pressure, ulcers and arthritis know what I’m talking about here. The mantra of the John Henryist is:
“When things don’t go the way that I want them to, that just makes me work even harder.”
There’s nothing intrinsically wrong with this when your goal is actually achievable and you apply this maxim in moderation. At its extreme, and for those people who have people standing on their boot caps, this is a recipe to achieve a great deal for whoever is benefiting from your labour.
And then dying.
As John Henry observes in the ballad (Springsteen version), “I’ll hammer my fool self to death”, and the ballad of John Henry is actually a cautionary tale to set your pace carefully because if you’re going to swing a hammer all day, every day, then you have to do it at a pace that won’t kill you. This is the natural constraint on Horatio Alger and balances all of the issues with merit and access to opportunity: don’t kill your “fool self” striving for something that you can’t achieve. It’s a shame, however, that the stories line up like this because there’s a lot of hopelessness sitting in that junction.
Dealing with students always makes me think very carefully about the stories I tell and the stories I live. Over the next few days, I hope to put together some thoughts on a 21st century myth form that inspires without demanding this level of sacrifice, and that encourages without forcing people into despair if existing obstacles block them – and it’s beyond their current control to shift. However, on that last point, what I’d really like to come up with is a story that encourages people to talk about obstacles and then work together to lift them out of the way. I do like a challenge, after all. 🙂
Vitamin Ed: Can It Be Extracted?
Posted: December 22, 2012 Filed under: Education | Tags: advocacy, blogging, community, curriculum, design, education, educational problem, educational research, ethics, Generation Why, higher education, in the student's head, learning, measurement, principles of design, reflection, resources, student perspective, teaching, teaching approaches, thinking, tools, vygotsky, workload Leave a commentThere are a couple of ways to enjoy a healthy, balanced diet. The first is to actually eat a healthy, balanced diet made up from fresh produce across the range of sources, which requires you to prepare and cook foods, often changing how you eat depending on the season to maximise the benefit. The second is to eat whatever you dang well like and then use an array of supplements, vitamins, treatments and snake oil to try and beat your diet of monster burgers and gorilla dogs into something that will not kill you in 20 years. If you’ve ever bothered to look on the side of those supplements, vitamins, minerals or whatever, that most people have in their ‘medicine’ cabinets, you might see statements like “does not substitute for a balanced diet” or nice disclaimers like that. There is, of course, a reason for that. While we can be fairly certain about a range of deficiency disorders in humans, and we can prevent these problems with selective replacement, many other conditions are not as clear cut – if you eat a range of produce which contains the things that we know we need, you’re probably getting a slew of things that we also need but don’t make themselves as prominent.
In terms of our diet, while the debate rages about precisely which diet humans should be eating, we can have a fairly good stab at a sound basis from a dietician’s perspective built out of actual food. Recreating that from raw sugars, protein, vitamin and mineral supplements is technically possible but (a) much harder to manage and (b) nowhere near as satisfying as eating the real food, in most cases. Let’s nor forget that very few of us in the western world are so distant from our food that we regard it purely as fuel, with no regard for its presentation, flavour or appeal. In fact, most of us could muster a grimace for the thought of someone telling us to eat something because it was good for us or for some real or imagined medical benefit. In terms of human nutrition, we have the known components that we have to eat (sugars, proteins, fats…) and we can identify specific vitamins and minerals that we need to balance to enjoy good health, yet there is not shortage of additional supplements that we also take out of concern for our health that may have little or no demonstrated benefit, yet still we take them.
There’s been a lot of work done in trying to establish an evidence base for medical supplements and far more of the supplements fail than pass this test. Willow bark, an old remedy for pain relief, has been found to have a reliable effect because it has a chemical basis for working – evidence demonstrated that and now we have aspirin. Homeopathic memory water? There’s no reliable evidence for this working. Does this mean it won’t work? Well, here we get into the placebo effect and this is where things get really complicated because we now have the notion that we have a set of replacements that will work for our diet or health because they contain useful chemicals, and a set of solutions that work because we believe in them.
When we look at education, where it’s successful, we see a lot of techniques being mixed in together in a ‘natural’ diet of knowledge construction and learning. Face-to-face and teamwork, sitting side-by-side with formative and summative assessment, as part of discussions or ongoing dialogues, whether physical or on-line. Exactly which parts of these constitute the “balanced” educational diet? We already know that a lecture, by itself, is not a complete educational experience, in the same way that a stand-alone multiple-choice question test will not make you a scholar. There is a great deal of work being done to establish an evidence basis for exactly which bits work but, as MIT said in the OCW release, these components do not make up a course. In dietary terms, it might be raw fuel but is it a desirable meal? Not yet, most likely.
Now let’s get into the placebo side of the equation, where students may react positively to something just because it’s a change, not because it’s necessarily a good change. We can control for these effects, if we’re cautious, and we can do it with full knowledge of the students but I’m very wary of any dependency upon the placebo effect, especially when it’s prefaced with “and the students loved it”. Sorry, students, but I don’t only (or even predominantly) care if you loved it, I care if you performed significantly better, attended more, engaged more, retaining the information for longer, could achieve more, and all of these things can only be measured when we take the trouble to establish base lines, construct experiments, measure things, analyse with care and then think about the outcomes.
My major concern about the whole MOOC discussion is not whether MOOCs are good or bad, it’s more to do with:
- What does everyone mean when they say MOOC? (Because there’s variation in what people identify as the components)
- Are we building a balanced diet or are we constructing a sustenance program with carefully balanced supplements that might miss something we don’t yet value?
- Have we extracted the essential Vitamin Ed from the ‘real’ experience?
- Can we synthesise Vitamin Ed outside of the ‘real’ educational experience?
I’ve been searching for a terminological separation that allows me to separate ‘real’/’conventional’ learning experiences from ‘virtual’/’new generation’/’MOOC’ experiences and none of those distinctions are satisfying – one says “Restaurant meal” and the other says “Army ration pack” to me, emphasising the separation. Worse, my fear is that a lot of people don’t regard MOOC as ever really having Vitamin Ed inside, as the MIT President clearly believed back in 2001.
I suspect that my search for Vitamin Ed starts from a flawed basis, because it assumes a single silver bullet if we take a literal meaning of the term, so let me me spread the concept out a bit to label Vitamin Ed as the essential educational components that define a good learning and teaching experience. Calling it Vitamin Ed gives me a flag to wave and an analogue to use, to explain why we should be seeking a balanced diet for all of our students, rather than a banquet for one and dog food for the other.
Legitimisation and Agency: I Believe That’s My Ox on Your Bridge
Posted: December 19, 2012 Filed under: Education | Tags: advocacy, blogging, collaboration, community, curriculum, design, education, educational problem, Generation Why, grand challenge, higher education, learning, principles of design, reflection, resources, student perspective, teaching, teaching approaches, thinking, tools, workload 1 CommentThere’s an infamous newspaper advertisement that never ran, which reflected the entry of IBM into the minicomputer market. A number of companies, Data General principal among them, but including such (historically) powerful players as Digital Equipment Corporation, Prime and Hewlett Packard, were quite successful in the minicomputer market, growing rapidly and stealing market share from IBM’s mainframe market. (For an excellent account of these times, I recommend “The Soul of a New Machine” by Tracy Kidder.) IBM finally decided to enter the minicomputer market and, as analysts remarked at the time, IBM’s move into minicomputers legitimised the market.
Ed DeCastro, CEO of Data General, had a full-page news paper advertisement prepared, which I reproduce (mildly bowdlerised to keep my all ages posting status):
“They Say IBM’s Entry Into the Minicomputer Market Will Legitimize the Industry. The B***ards Say, Welcome.”
The ad never actually ran but was framed and put on Ed’s wall. The point, however, was well and precisely made: IBM’s approval was neither required nor desired, and nobody had set a goal of being legitimised.
Over on Mark’s blog, we see that a large number of UK universities are banding together to launch an on-line project, including the highly successful existing player in the analogous space, the Open University, but also some high power players such as Southampton and the disturbingly successful St Andrews. As Mark notes in the title, this is a serious change in terms of allying a UK effort that will produce a competitor (or competitors) to the existing US dominance. As Mark also notes:
Hmm — OxBridge isn’t throwing hats into the rings yet.
And this is a very thoughtful Hmm, because the Universities of Oxford and Cambridge are the impossible-to-ignore legitimising agencies because of their sheer weight on the rubber sheet of UK Academy Spacetime. When it comes to talking about groups of Universities in the UK, and believe me there are quite a few, the Russell Group awards the lion’s share of PhDs, with 78% of the most highly graded research staff as well, across the 24 Universities. One of its stated goals is to lead the research efforts of the UK, with another being to attract the best staff and students to its member institutions. However, the group of participants in the new on-line project involve Russell Group Universities and those outside, which makes the non-participation of Oxford and Cambridge even more interesting. How can a trans-group on-line proposal bring the best students in – or is this why we aren’t seeing involvement from Oxbridge, because of the two-tier perception between traditional and on-line? One can easily argue that Oxford and Cambridge have no need to participate because they are so entrenched in their roles and their success that, as I’ve noted on a different post, any ranking system that rates them out of, say, the top 5 in the UK has made itself suspect as a ranking, rather than a reflection of dropping quality. Oxbridge is at the heart of the UK’s tertiary system and competition will continue to be fierce to gain entry for the foreseeable future. They have no need to get together with the others in their group or beyond, although it’s not from protecting themselves from competitors, as they are not really in competition with most of the other Russell Group members – because they are Oxford and Cambridge.
It’s worth noting that Cambridge’s vice-chancellor Leszek Borysiewicz did think that this consortium was exciting, and I quote from the THE article:
“Online education is becoming an important approach which may open substantial opportunities to those without access to conventional universities,” he said.
And that pretty much confirms why Cambridge is happy to stand back – because they are almost the definition of a conventional university, catering to a well-established market for whom attending a bricks-and-mortar University is as (if not more) important than the course content or delivery mechanisms. The “Gentleman’s Third”, receiving the lowest possible passing grade for your degree examinations, indicates a dedication to many things at the University that are, most likely, of a less-than-scholarly nature but it is precisely for these activities that some people go to Oxford and Cambridge and it is also precisely these non-scholarly activities that we will have great difficulty transferring into a MOOC. There will be no Oxford-Cambridge boat race carried out on a browser-based Flash game, with distributed participants hooked up to rowing machines across the globe, nor will the Footlights be conducted as a Google Hangout (except, of course, highly ironically).
Over time, we’ll find out more about the role of tradition and convention in the composition and participation, but let me return to my opening anecdote. We are already dealing with issues of legitimacy in the on-line learning space, whether from pedagogical fatigue, academic cultural inertia, xenophobia, or the fact that some highly vaunted previous efforts have not been very good. The absence of two of the top three Universities in the UK in this fascinating and potentially quite fruitful collaboration makes me think a lot about IBM. I think of someone sitting back, watching things happen, certain in the knowledge that what they do is what the market needs and it is, oh happy day, what they are currently doing. When Oxford and Cambridge come in and anoint the MOOC, if they every do or if we ever can, then we have the same antique avuncular approach to patting an entire sector on the head and saying “oh, well done, but the grownups are here now”, and this is unlikely to result in anything good in terms of fellow feeling or transferability and accreditation of students, key challenges in MOOCs being taken more seriously. Right now, Oxford and Cambridge are choosing not to step in, and there is no doubt that they will continue to be excellent Universities for their traditional attendees – but is this a sensible long term survival strategy? Could they be contributing to the exploration of the space in a productive manner by putting their legitimising weight in sooner rather than later, at a time when they are saying “Let’s all look at this to see if it’s any good”, rather than going “Oh, hell. Now we have to do something”? Would there be much greater benefit in bringing in their considerable expertise, teaching and research excellence, and resources now, when there is so much room for ground level innovation?
This is certainly something I’m fearful of in my own system, where the Group of 8 Universities has most of the research funding, most of the higher degree granting and, as a goal at least, targets the best staff and students. Our size and tradition can be barriers to agility and innovation, although our recent strategy is obviously trying to set our University on a more innovative and more agile course. A number of recent local projects are embracing the legitimacy of new learning and teaching approaches. It is, however, very important to remember the example of IBM and how the holders of tradition may not necessarily be welcomed as a legitimising influence when other have been highly successful innovating in a new space, which the tradition holder has deemed beneath them until reality finally intruded.
It’s easy to stand back and say “Well, that’s fine for people who can’t afford mainframes” but such a stance must be balanced with looking to see whether people still need or want to afford mainframes. I think the future of education is heavily blended – MOOC + face-to-face is somewhere where I think we can do great things – but for now it’s very interesting to see how we develop as we start to take more and more steps down this path.
When Does Failing Turn You Into a Failure?
Posted: December 17, 2012 Filed under: Education, Opinion | Tags: advocacy, authenticity, blogging, ci2012, community, conventicle, curriculum, design, education, educational research, ethics, feedback, Generation Why, grand challenge, higher education, icer2012, in the student's head, learning, principles of design, reflection, research, resources, student perspective, teaching, teaching approaches, thinking, tools, workload Leave a commentThe threat of failure is very different from the threat of being a failure. At the Creative Innovations conference I was just at, one of the strongest messages there was that we learn more from failure than we do from success, and that failure is inevitable if you are actually trying to be innovative. If you learn from your failures and your failure is the genuine result of something that didn’t work, rather than you sat around and watched it burn, then this is just something that happens, was the message from CI, and any other culture makes us overly-cautious and risk averse. As most of us know, however, we are more strongly encouraged to cover up our failures than to celebrate them – and we are frequently better off not trying in certain circumstances than failing.
At the recent Adelaide Conventicle, which I promise to write up very, very soon, Dr Raymond Lister presented an excellent talk on applying Neo-Piagetian concepts and framing to the challenges students face in learning programming. This is a great talk (which I’ve had the good fortune to see twice and it’s a mark of the work that I enjoyed it as much the second time) because it allows us to talk about failure to comprehend, or failure to put into practice, in terms of a lack of the underlying mechanism required to comprehend – at this point in the student’s development. As part of the steps of development, we would expect students to have these head-scratching moments where they are currently incapable of making any progress but, framing it within developmental stages, allows us to talk about moving students to the next stage, getting them out of this current failure mode and into something where they will achieve more. Once again, failure in this case is inevitable for most people until we and they manage to achieve the level of conceptual understanding where we can build and develop. More importantly, if we track how they fail, then we start to get an insight into which developmental stage they’re at.
One thing that struck me with Raymond’s talk, was that he starts off talking about “what ruined Raymond” and discussing the dire outcomes promised to him if he watched too much television, as it was to me for playing too many games, and it is to our children for whatever high tech diversion is the current ‘finger wagging’ harbinger of doom. In this case, ruination is quite clearly the threat of becoming a failure. However, this puts us in a strange position, because if failure is almost inevitable but highly valuable if managed properly and understood, what is it about being a failure that is so terrible? It’s like threatening someone that they’ll become too enthusiastic and unrestrained in their innovation!
I am, quelle surprise, playing with words here because to be a failure is to be classed as someone for whom success is no longer an option. If we were being precise, then we would class someone as a perpetual failure or, more simply, unsuccessful. This is, quite usually, the point at which it is acceptable to give up on someone – after all, goes the reasoning, we’re just pouring good money after bad, wasting our time, possibly even moving the deck chairs on the Titanic, and all those other expressions that allow us to draw that good old categorical line between us and others and put our failures into the “Hey, I was trying something new” basket and their failures into the “Well, he’s just so dumb he’d try something like that.” The only problem with this is that I’m really not sure that a lifetime of failure is a guaranteed predictor of future failure. Likely? Yeah, probably. So likely we can gamble someone’s life on it? No, I don’t believe so.
When I was failing courses in my first degree, it took me a surprisingly long time to work out how to fix it, most of which was down to the fact that (a) I had no idea how to study but (b) no-one around me was vaguely interested in the fact that I was failing. I was well on my way to becoming a perpetual failure, someone who had no chance of holding down a job let alone having a career, and it was a kind and fortuitous intervention that helped me. Now, with a degree of experience and knowledge, I can look back into my own patterns and see pretty much what was wrong with me – although, boy, would I have been a difficult cuss to work with. However, failing, which I have done since then and I will (no doubt) do again, has not appeared to have turned me into a failure. I have more failings than I care to count but my wife still loves me, my friends are happy to be seen with me and no-one sticks threats on my door at work so these are obviously in the manageable range. However, managing failure has been a challenging thing for me and I was pondering this recently – how people deal with being told that they’re wrong is very important to how they deal with failing to achieve something.
I’m reading a rather interesting, challenging and confronting, article on, and I cannot believe there’s a phrase for this, rage murders in American schools and workplaces, which claims that these horrifying acts are, effectively, failed revolts, which is with Mark Ames, the author of “Going Postal” (2005). Ames seems to believe that everything stems from Ronald Reagan (and I offer no opinion either way, I hasten to add) but he identifies repeated humiliation, bullying and inhumane conditions as taking ordinary people, who would not usually have committed such actions, and turning them into monstrous killing machines. Ames’ thesis is that this is not the rise of psychopathy but a rebellion against breaking spirit and the metaphorical enslavement of many of the working and middle class that leads to such a dire outcome. If the dominant fable of life is that success is all, failure is bad, and that you are entitled to success, then it should be, as Ames says in the article, exactly those people who are most invested in these cultural fables who would be the most likely to break when the lies become untenable. In the language that I used earlier, this is the most awful way to handle the failure of the fabric of your world – a cold and rational journey that looks like madness but is far worse for being a pre-meditated attempt to destroy the things that lied to you. However, this is only one type of person who commits these acts. The Monash University gunman, for example, was obviously delusional and, while he carried out a rational set of steps to eliminate his main rival, his thinking as to why this needed to happen makes very little sense. The truth is, as always, difficult and muddy and my first impression is that Ames may be oversimplifying in order to advance a relatively narrow and politicised view. But his language strikes me: the notion of the “repeated humiliation, bullying and inhumane conditions”, which appears to be a common language among the older, workplace-focused, and otherwise apparently sane humans who carry out such terrible acts.
One of the complaints made against the radio network at the heart of the recent Royal Hoax, 2DayFM, is that they are serial humiliators of human beings and show no regard for the general well-being of the people involved in their pranks – humiliation, inhumanity and bullying. Sound familiar? Here I am, as an educator, knowing that failure is going to happen for my students and working out how to bring them up into success and achievement when, on one hand, I have a possible set of triggers where beating down people leads to apparent madness, and at least part of our entertainment culture appears to delight in finding the lowest bar and crawling through the filth underneath it. Is telling someone that they’re a failure, and rubbing it in for public enjoyment, of any vague benefit to anyone or is it really, as I firmly believe, the best way to start someone down a genuinely dark path to ruination and resentment.
Returning to my point at the start of this (rather long) piece, I have met Raymond several times and he doesn’t appear even vaguely ruined to me, despite all of the radio, television and Neo-Piagetian contextual framing he employs. The message from Raymond and CI paints failure as something to be monitored and something that is often just a part of life – a stepping stone to future success – but this is most definitely not the message that generally comes down from our society and, for some people, it’s becoming increasingly obvious that their inability to handle the crushing burden of permanent classification as a failure is something that can have catastrophic results. I think we need to get better at genuinely accepting failure as part of trying, and to really, seriously, try to lose the classification of people as failures just because they haven’t yet succeeded at some arbitrary thing that we’ve defined to be important.
Taught for a Result or Developing a Passion
Posted: December 13, 2012 Filed under: Education | Tags: advocacy, authenticity, blogging, Bloom, community, curriculum, design, education, educational problem, educational research, ethics, feedback, Generation Why, grand challenge, higher education, learning, measurement, MIKE, PIRLS, PISA, principles of design, reflection, research, resources, student perspective, teaching, teaching approaches, thinking, tools, universal principles of design, workload Leave a commentAccording to a story in the Australian national broadcaster, the ABC, website, Australian school children are now ranked 27th out of 48 countries in reading, according to the Progress in International Reading Literacy Study, and that a quarter of Australia’s year 4 students had failed to meet the minimum standard defined for reading at their age. As expected, the Australian government has said “something must be done” and the Australian Federal Opposition has said “you did the wrong thing”. Ho hum. Reading the document itself is fascinating because our fourth graders apparently struggle once we move into the area of interpretation and integration of ideas and information, but do quite well on simple inference. There is a lot of scope for thought about how we are teaching, given that we appear to have a reasonably Bloom-like breakdown on the data but I’ll leave that to the (other) professionals. Another international test, the Program for International School Assessment (PISA) which is applied to 15 year olds, is something that we rank relatively highly in, which measures reading, mathematics and science. (And, for the record, we’re top 10 on the PISA rankings after a Year 4 ranking of 27th. Either someone has gone dramatically wrong in the last 7 years of Australian Education, or Year 4 results on PIRLS doesn’t have as much influence as we might have expected on the PISA).We don’t yet have the results for this but we expect it out soon.
What is of greatest interest to me from the linked article on the ABC is the Oslo University professor, Svein Sjoberg, who points out the comparing educational systems around the globe is potentially too difficult to be meaningful – which is a refreshingly honest assessment in these performance-ridden and leaderboard-focused days. As he says:
“I think that is a trap. The PISA test does not address the curricular test or the syllabus that is set in each country.
Like all of these tests, PIRLS and PISA measure a student’s ability to perform on a particular test and, regrettably, we’re all pretty much aware, or should be by now, that using a test like this will give you the results that you built the test to give you. But one thing that really struck me from his analysis of the PISA was that the countries who perform better on the PISA Science ranking generally had a lower measure of interest in science. Professor Sjoberg noted that this might be because the students had been encouraged to become result-focused rather than encouraging them to develop a passion.
If Professor Sjoberg is right, then is not just a tragedy, it’s an educational catastrophe – we have now started optimising our students to do well in tests but be less likely to go and pursue the subjects in which they can get these ‘good’ marks. If this nasty little correlation holds, then will have an educational system that dominates in the performance of science in the classroom, but turns out fewer actual scientists – our assessment is no longer aligned to our desired outcomes. Of course, what it is important to remember is that the vast majority of these rankings are relative rather than absolute. We are not saying that one group is competent or incompetent, we are saying that one group can perform better or worse on a given test.
Like anything, to excel at a particular task, you need to focus on it, practise it, and (most likely) prioritise it above something else. What Professor Sjoberg’s analysis might indicate, and I realise that I am making some pretty wild conjecture on shaky evidence, is that certain schools have focused the effort on test taking, rather than actual science. (I know, I know, shock, horror) Science is not always going to fit into neat multiple choice questions or simple automatically marked answers to questions. Science is one of the areas where the viva comes into its own because we wish to explore someone’s answer to determine exactly how much they understand. The questions in PISA theoretically fall into roughly the same categories (MCQ, short answer) as the PIRLS so we would expect to see similar problems in dealing with these questions, if students were actually having a fundamental problem with the questions. But, despite this, the questions in PISA are never going to be capable of gauging the depth of scientific knowledge, the passion for science or the degree to which a student already thinks within the discipline. A bigger problem is the one which always dogs standardised testing of any sort, and that is the risk that answering the question correctly and getting the question right may actually be two different things.
Years ago, I looked at the examination for a large company’s offering in a certain area, I have no wish to get sued so I’m being deliberately vague, and it became rapidly apparent that on occasion there was a company answer that was not the same as the technically correct answer. The best way to prepare for the test was not to study the established base of the discipline but it was to read the corporate tracts and practise the skills on the approved training platforms, which often involved a non-trivial fee for training attendance. This was something that was tangential to my role and I was neither of a sufficiently impressionable age nor strongly bothered enough by it for it to affect me. Time was a factor and incorrect answers cost you marks – so I sat down and learned the ‘right way’ so that I could achieve the correct results in the right time and then go on to do the work using the actual knowledge in my head.
However, let us imagine someone who is 14 or 15 and, on doing the practice tests for ‘test X’ discovers that what is important is in hitting precisely the right answer in the shortest time – thinking about the problem in depth is not really on the table for a two-hour exam, unless it’s highly constrained and students are very well prepared. How does this hypothetical student retain respect for teachers who talk about what science is, the purity of mathematics, or the importance of scholarship, when the correct optimising behaviour is to rote-learn the right answers, or the safe and acceptable answers, and reproduce those on demand. (Looking at some of the tables in the PISA document, we see that the best performing nations in the top band of mathematical thinking are those with amazing educational systems – the desired range – and those who reputedly place great value in high power-distance classrooms with large volumes of memorisation and received wisdom – which is probably not the desired range.)
Professor Sjoberg makes an excellent point, which is that trying to work out what is in need of fixing, and what is good, about the Australian education system is not going to be solved by looking at single figure representations of our international rankings, especially when the rankings contradict each other on occasion! Not all countries are the same, pedagogically, in terms of their educational processes or their power distances, and adjacency of rank is no guarantee that the two educational systems are the same (Finland, next to Shanghai-China for instance). What is needed is reflection upon what we think constitutes a good education and then we provide meaningful local measures that allow us to work out how we are doing with our educational system. If we get the educational system right then, if we keep a bleary eye on the tests we use, we should then test well. Optimising for the tests takes the effort off the education and puts it all onto the implementation of the test – if that is the case, then no wonder people are less interested in a career of learning the right phrase for a short answer or the correct multiple-choice answer.
Core Values of Education and Why We Have To Oppose “Pranking”
Posted: December 11, 2012 Filed under: Education, Opinion | Tags: advocacy, authenticity, blogging, community, education, educational problem, ethics, feedback, Generation Why, higher education, in the student's head, learning, principles of design, reflection, resources, student perspective, teaching, teaching approaches, thinking, tools, workload 2 CommentsI’ve had a lot of time to think about education this year (roughly 400 hours at current reckoning) so it’s not surprising that I have some opinions on what constitutes the key values of education. Of course, as was noted at the Creative Innovations conference I went to, a corporate values statement is a wish list that doesn’t necessarily mean much so I’m going to talk about what I see when education is being performed well. After I’ve discussed these, I’m then going to briefly argue for why these values mean that stupid stunts (such as the Royal prank where some thoughtless DJs called up a hospital) should be actions that we identify as cruel and unnecessary interpretations of the term ‘entertainment’.
- Truth.
We start from the assumption that we only educate or train our students in what we, reasonably, assume to be the truth. We give the right answers when we know them and we admit it when we don’t. Where we have facts, we use them. When we are standing on opinion, we identify it. When we are telling a story, where the narrative matters more than the contents, we are careful to identify what we are doing and why we are doing it. We try not to deceive, even accidentally, and we do not make a practice of lying, even to spare someone’s feelings. In order to know the truth, we have to know our subject and we try to avoid blustering, derision and appealing to authority when we feel that we are being challenged.
There is no doubt that this can be hard in contentious and emerging areas but, as a primary value, it’s at the core of our educational system. Training someone to recite something that is not true, while still popular in many parts of the world, is indoctrination, not education.
- Respect.
We respect the students that we teach and, in doing this, we prepare them to respect us. We don’t assume that they are all the same, that they all learn at the same rate, that they have had all the preparation that they need for courses or our experiences, nor do assume that they can take anything that we feel inclined to fling at them. We respect them by treating them as people, as individuals, as vulnerable, emotional and potentially flawed humans. We evaluate their abilities before we test their mettle. We give them space to try again. We do all this because it then allows them, without hypocrisy or obligation, to treat us the same way. Respect of effort and of application does not demand perfection or obsession from either party.
- Fairness. We are objective in our assignment and assessment of work and generous in our interpretations when such generosity does not compromise truth or respect. We do not give false praise but we do all give all praise that is due, at the same time giving all of the notes for improvement. We strive to ensure that every student has the same high-quality and fair experience, regardless of who they are and what they do. When we define the rules, we stick to them, unless we have erred in their construction when, having fixed the rules, we then offer the best interpretation to every student. Our students acting in error or unfairly does not allow us to reciprocate in kind. The fairness of our system is not conditional upon a student being a perfect person and its strength lies in the fact that it is fair for all, regardless. What we say, we mean and what we mean, we say. A student’s results are ultimately the reflection of their own application to the course, relative to their opportunities to excel. Students are not unfairly punished because we have not bothered to work out if they are prepared for the course (which is very different from their own application of effort inside the course, which is ultimately their responsibility moderated by the unforeseen and vagaries of life), nor does the action of one student unduly influence the results of another, except where this is clearly identified and students have sufficient autonomy to control the outcome of this situation.
These stupid pranking stunts on the radio are usually considered acceptable because the person being pranked is contacted after the fact to ask if it can be broadcast. Frankly, I think this is bordering on coercive (because you risk being a bad sport if you don’t participate and I suspect that the radio stations don’t accept a simple first ‘no’) but some may disagree. (It’s worth noting that while the radio station tried to contact the nurses, they failed to get approval to broadcast.)
These pranks are, at heart, valueless lies, usually calculated to embarrass someone or expose them undertaking a given behaviour. They are neither truthful nor respectful. While this is often the high horse of pomposity (haven’t you got a sense of humour), it is important to realise that truly funny things can usually be enjoyed by everyone and that there is a world of difference between a joke that involves old friends and one that exploits strangers. The second situation just isn’t fair. The radio station is setting up a situation that is designed to elicit a response that everyone other than the victim will find amusing, because the victim is somehow funny or vulnerable. Basically, it’s unfair. You don’t get to laugh at or humiliate someone in a public forum just because you think it’s funny – didn’t we get over this in primary school? A lack of fairness often leads to situations that are coercive because we impose cultural norms, or peer-pressure, to force people to ‘go along with the joke’.
I had a student in my office recently, while another academic who happened to be my wife was helping me clear a backlog of paper, and before I discussed his final mark, I asked my wife if she would mind leaving the room. This was because there was no way I could ask the student if he minded discussing his mark with my wife in the room and not risk the situation being coercive. It’s a really simple thing to fix if you think about it. In order to respect the student’s privacy, I needed to be fair in the way that I controlled his ability to make decisions. Now I’m not worried that this student is easily coerced but that’s not my call to make – it’s not up to me to tell a student if they are going to be comfortable or not.
The Royal prank has clearly identified that that we can easily go down very dark and unexpected roads when we start to treat people as props, without sticking to the truth or respecting them enough to think about how they might feel about our actions, and that’s patently unfair. If these are our core values, and again many would disagree, then we have to stand up and object when we see them being mucked around with by our society. As educators, we have to draw a line and say that “just because you think it’s funny, doesn’t mean that you were right to do it” and we can do that and not be humourless or party-poopers. We do it because we want to allow people to still be funny, and have fun, muck around and have a joke with people that they know – because we’ve successfully trained them to know when they should stop, because we’ve correctly instilled the values of truth, respect and fairness.
“You Will Never Amount to Anything!”
Posted: December 10, 2012 Filed under: Education | Tags: advocacy, authenticity, blogging, community, curriculum, education, educational research, ethics, feedback, Generation Why, grand challenge, higher education, in the student's head, learning, led zeppelin, measurement, principal skinner, principles of design, reflection, resources, simpsons, student perspective, teaching, teaching approaches, thinking, tools, universal principles of design, work/life balance, workload Leave a commentI am currently reading “When Giants Walked the Earth: A Biography of Led Zeppelin” by Mick Wall. I won’t go into much of the detail of the book but the message presented around the four members of the group is that most of them did not have the best experiences in school and that, in at least two cases, the statements written on their reports by their teachers were profoundly dismissive. Now, it is of course entirely possible the that the Led Zep lads were, at time of leaving school, incapable of achieving anything – except that this is a total nonsense as it is quite obvious that they achieved a degree of musical and professional success that few contemplate, let alone reach.
You’ll often read this kind of line in celebrity biographies – that semi-mythical reforging of the self after having been judged and found wanting. (From a narrative perspective, it’s not all that surprising as it’s an easy way to increase the tension.) But one of the reasons that it pops up is that such a statement is so damning that it is not surprising that a successful person might want to wander back to the person who said it and say “Really?” But to claim that such a statement is a challenge (as famously mocked in the Simpsons where Principal Skinner says that these children have not future and is forced to mutter, with false bonhomie, ‘Prove me wrong, kids, prove me wrong.’) is confused at best, disingenuous and misdirecting at worst. If you want someone to achieve something, provide a clear description of the task, the means to achieve that task and then set about educating and training. No-one has ever learned brain surgery by someone yelling “Don’t open that skull” so pretending that an entire life’s worth of motivation can be achieved by telling something that they have no worth is piffle. Possibly even balderdash.
The phrase “You Will Never Amount To Anything” is, in whatever form it is uttered, a truly useless sentiment. It barely has any meaning (isn’t just being alive being something and hence amounting to a small sort of anything?) but, of course, it is not stated in order to achieve an outcome other than to place the blame for the lack of engagement with a given system squarely at the feet of the accused. You have failed to take advantage of the educational opportunities that we have provided and this is such a terminal fault, that the remaining 90% of your life will be spent in a mobile block of amber, where you will be unable to affect any worthwhile interaction with the universe.
I note that, with some near misses, I have been spared this kind of statement but I do feel very strongly that it is really not anything that you can with any credibility or useful purpose. If you happen to be Death, the Grim Reaper, then you can stand at the end of someone’s life and say “Gosh, you didn’t do a great deal did you” (although, again, what does it mean to do anything anyway?) but saying it when someone is between the ages of 16 and 20? You might be able to depend upon the statistical reliability that, if rampant success in our society is only given to 1%, 99% of the time, everyone you say “You will not be a success” will accidentally fall into that category. It’s quite obvious that any number of the characteristics that are worthy of praise in school contribute nothing to the spectacular success enjoyed by some people, where these characteristics are “sitting quietly”, “wearing the correct uniform” or “not chewing gum”. These are excellent facets of compliance and will make for citizens who may be of great utility to the successful, but it’s hard to see many business leaders whose first piece of advice to desperate imitators is “always wear shiny shoes”.
If we are talking about perceived academic ability then we run into another problem, in that there is a great deal of difference between school and University, let along school and work. There is no doubt that the preparation offered by a good schooling system is invaluable. Reading, writing, general knowledge, science, mathematics, biology, the classics… all of these parts of our knowledge and our society can be introduced to students very usefully. But to say that your ability to focus on long division problems when you are 14 is actually going to be the grand limiting factor on your future contribution to the world? Nonsense.
Were you to look at my original degree, you might think “How on Earth did this man end up with a PhD? He appears to have no real grasp of study, or pathway through his learning.” and, at the time of the degree, you’d be right. But I thought about what had happened, learned from it, and decided to go back and study again in order to improve my level of knowledge and my academic record. I then went back and did this again. And again. Because I persevered, because I received good advice on how to improve and, most importantly, because a lot of people took the time to help me, I learned a great deal and I became a better student. I developed my knowledge. I learned how to learn and, because of that, I started to learn how to think about teaching, as well.
If you were to look at Nick Falkner at 14, you may have seen some potential but a worry lack of diligence and effort. At 16, you would have seen him blow an entire year of school exams because he didn’t pay attention. At 17 he made it into Uni, just, but it wasn’t until the wheels really started to fall off that he realised that being loquacious and friendly wasn’t enough. Scurrying out of Uni with a third-grade degree into a workforce that looked at the evidence of my learning drove home that improvements were to be made. Being unemployed for most of a year cemented it – I had set myself up for a difficult life and had squandered a lot of opportunities. And that is when serendipity intervened, because the man who has the office next to me now, and with whom I coffee almost every morning, suggested that I could come back and pursue a Masters degree to make up for the poor original degree, and that I would not have to pay for it upfront because it was available as a government deferred-payment option. (Thank you, again, Kevin!)
That simple piece of advice changed my life completely. Instead of not saying anything or being dismissive of a poor student, someone actually took the time to say “Well, here’s something you could do and here’s how you do it.” And now, nearly 20 years down the track, I have a PhD, a solid career in which I am respected as an educator and as a researcher and I get to inspire and help other students. There’s no guarantee that good advice will always lead to good outcomes (and we all know about the paving on the road to Hell) but it’s increasingly obvious to me that dismissive statements, unpleasant utterances and “cut you loose” curtness are far more likely to do nothing positive at all.
If the most that you can say to a student is “You’re never going to amount to anything”, it might be worth looking in a mirror to see exactly what you’ve amounted to yourself…
Brief Stats Update: Penultimate Word Count Notes
Posted: December 8, 2012 Filed under: Education | Tags: advocacy, authenticity, blogging, community, data visualisation, design, education, educational problem, educational research, higher education, student perspective, teaching, teaching approaches, thinking, tools, work/life balance, workload, writing Leave a commentI occasionally dump the blog and run it through some Python script deliciousness to find out how many words I’ve written. This is no measure of worth or quality, more a metric of my mania. As I noted in October, I was going to hit what I thought was my year target much earlier. Well, yes, it came and it went and, sure enough, I plowed through it. At time of writing, on published posts alone, we’re holding at around 1.2 posts/day, 834 words/post and a smidgen over 340,000 words, which puts me (in word count) just after Ayn Rand’s “The Fountainhead” (311,596) but well behind her opus “Atlas Shrugged” (561,996). In terms of Objectivism? Let’s just say that I won’t be putting any kind of animal into that particular fight at the moment.
Now, of course, I can plug in the numbers and see that this puts my final 2012 word count somewhere in the region of 362,000 words. I must admit, there is a part of me that sees that number and thinks “Well, we could make it an even 365,000 and that’s a neat 1000 words/day” but, of course, that’s dumb for several reasons:
- I have not checked in detail exactly how well my extraction software is grabbing the right bits of the text. There are hyperlinks and embellishments that appear to be taken care of, but we are probably only on the order of 95% accuracy here. Yes, I’ve inspected it and I haven’t noticed anything too bad, but there could be things slipping through. After all of this is over, I am going to drag it all together and analyse it properly but, let me be clear, just because I can give you a word count to 6 significant figures, doesn’t mean that it is accurate to 6 significant figures.
- Should I even be counting those sections of text that are quoted? I do like to put quotes in, sometimes from my own work, and this now means I’m either counting something that I didn’t write or I’m counting something that I did write twice!
- Should I be counting the stats posts themselves as they are, effectively, metacontent? This line item is almost above that again! This way madness lies!
- It was never about the numbers in the first place, it was about thinking about my job, my students, my community and learning and teaching. That goal will have been achieved whether I write one word/day from now on or ten thousand!
But, oh, the temptation to aim for that ridiculous and ultimately deceptive number. How silly but, of course, how human to look at the measurable goal rather than the inner achievement or intrinsic reward that I have gained from the thinking process, the writing, the refining of the text, the assembly of knowledge and the discussion.
Sometime after January the 1st, I will go back and set the record straight. I shall dump the blog and analyse it from here to breakfast time. I will release the data to interested (and apparently slightly odd) people if they wish. But, for now, this is not the meter that I should be watching because it is not measuring the progress that I am making, nor is it a good compass that I should follow.
David and Goliath: Who Needs The Strategy? (CI 2012 Masterclass)
Posted: December 4, 2012 Filed under: Education | Tags: ci2012, community, education, higher education, reflection, richard rumelt, strategy, student perspective, teaching approaches, universal principles of design, workload Leave a commentI attended a second masterclass on the first day of Creative Innovations, this one entitled “Strategic Diagnosis and Action”, given by Richard Rumelt from UCLA. Richard gave a fascinating and well-polished presentation on how you can actually get a strategy that you can use, as oppose to something that you can print up, put on the wall, and completely ignore. Richard’s definition of strategy is pretty straightforward:
A strategy is a coherent mix of policy and action designed to surmount a high-stakes challenge.
As I believe I’ve noted before, having a strategy is not just useful in terms of knowing where you’re going, it also allows you to make a choice between two (apparently) equal choices. Richard’s question is “What are we going to do in order to meet a challenge?” and, in my application, this makes any choice a matter of “which of these choices will give me the greatest assistance in meeting the challenge?”
As Richard said in his talk, when David met Goliath, if you’re Goliath you don’t think you need a strategy. David, however, has a high-stakes challenge and better be as fast with his mind as he is with his feet. Goliath winning? That’s not a strategy story; a strategy story is about the discovery or creation of strength (where we’re surprised to see it).
Another point that was clearly emphasised is that if you take a challenge focus to your strategy, your strategy can be specific to that challenge and, as a result, clearer and more goal focused. The example of Apple was given. When Steve Jobs returned in 1997, he had to implement a new strategy but it wasn’t one of growth or market domination, it was a survival strategy. Cutting 15 desktops to 1? Survival. Cutting 5 of the 6 national retailers? Survival? Off-shoring everything possible to reduce expenditure? Survival. This is a coherent strategy with clear and sharp action – this is a survival strategy. The strategy is all about addressing the most important challenge that you have. If it’s survival, fix that first.
The speaker had apparently spoken to Jobs in 1998 and Jobs had said that he was going to “wait for the next big thing”. Well, in 1998 that made sense. Rather than being a second-rate (or small share) PC producer, Apple’s approach was to find a new market where they could dominate. The survival strategy kept the company going for long enough that they could switch to a new strategy of dominating the new music and mobile markets. And, of course, by doing this, Jobs got to set the new rules for that area. There’s a reason that iPods, by default, only work with iTunes and that Apple has complete vertical control. That reason is predominantly because it allows Apple to totally control that market, to avoid having to go through the hard lessons of 1997 and 1998 again.
So, taking this into my Educational Sector setting, what is the strategy that Universities should be employing? Well, first of all, the global tertiary sector is not one business so we’re restricted to individual institution decision making, even where state and federal guidelines are in play. The survival strategy is, to me, effectively off the table. If global education is under an extinction threat then we are facing a catastrophe of such proportion that human survival is probably the requisite strategy. If the MOOC is so successful, and of the required quality, that it can replace the University then a survival strategy for the Unis is ethically questionable as we are spending more money to achieve the same result, assuming that when MOOCs are fully costed they end up being cheaper.
So, either way we slice it, a survival strategy for Universities doesn’t actually look like a valid one. But what does a strategy for a University look like anyway? Let’s step back and ask what Richard things a general strategy is and isn’t.
Firstly, strategy is not a set of goals and, according to Richard, you know it’s a bad strategy when it’s all performance goals and no diagnosis and analysis. “We will increase revenue by 20%.” Great. How?
You know it’s a bad strategy when it’s all fluff. “Our fundamental strategy is one of customer-centric intermediation” from a bank. Good, you’re a retail bank, now what? How do you apply a values statement meaningfully to 30,000 people? Richard sees this as a childish approach – a third grade recitation of “I will not chew gum in school” and not productive when contaminating a strategy.
If no-one has bothered to diagnose what the problem is – bad strategy. To act with intelligence and to get a good strategy, you need to define the nature of the problem. (One of the most refreshing things about the new strategy that is about to be released for my Uni is that I know that a great deal of problem definition underpins it – so I’m quite looking forward to reading it when it’s released shortly. I am quite hopeful that little or any of the critique here will apply.)
What about if you have 47 strategies, 178 Action items and Action Item #122 is “Develop a strategic plan”? It’s a dog’s dinner that everything has gone into that you could find in the fridge, with no discipline, diagnosis, analysis or thought.
So how do we make a good strategy? Diagnose the challenge. Provide guiding policy. Build a set of coherent actions into the strategy and don’t just provide goals as if they are self-solving problem elements.
In terms of Universities, and the whole higher education sector, this means that we not only have to work out what our challenges are, but we have to pick challenges that we can solve. (A previous Prime Minister of Australia famously declared that “by 1990, no Australian child will be living in poverty.” Given that the definition of poverty in Australia is relative to the affluence enjoyed by other sectors, rather than the ‘true’ international definition of subsistence, this is declaring war on an unwinnable challenge. The goal “Stop the drug trade” is equally fraught as it requires legal powers that do not, and may not, exist.)
What are the key challenges facing Universities? Well, if we take survival off the table for the institutions, we change the challenge focus to “what are the key challenges facing the post-school education market in Australia?” and that gives us an entirely new lens on the problem.
I have a lot of thinking to do but, as I said, I’m looking forward to what our new strategic plan will look like for the next 5 years, because I hope that it will help me to identify a subset of challenges that I can look at. Having done that, then I can ask “which are the ones I can help to solve?”






