Agile Design: An Ethos for Creating Learning Platforms

Software design and related practices and methods have had a significant influence over the Instructional Design field. For example, ADDIE, Dick and Carey, and Rapid Prototyping are heavily influenced by software development methodologies (Rawsthorne, 2005). Software design methodology is now going through another paradigm shift — Agile Design. And rather than being a methodology, it is more a philosophy or ethos that is best described by its manifesto (Agile Alliance, 2001):

We are uncovering better ways of developing
software by doing it and helping others do it.
Through this work we have come to value:

Individuals and interactions over processes and tools
Working software over comprehensive documentation
Customer collaboration over contract negotiation
Responding to change over following a plan

That is, while there is value in the items on
the right, we value the items on the left more.

The Agile approach recognizes the need for collaboration, faster design solutions, feedback and change for producing business value in our ever faster and more networked society. Thus, for learning professionals to keep pace with the rest of the organization, Agile Design could easily be adapted to fit the needs of the learning and training community by providing an ethos for the design of learning:

We are uncovering better ways of designing
learning processes by doing it and helping others do it.
Through this work we have come to value:

Individuals and interactions over processes and tools
Solutions that promote and speed the development of learning processes over comprehensive documentation
Customer collaboration over contract and formal negotiation
Responding to change over following a plan

That is, while there is value in the items on
the right, we value the items on the left more.

Because we still value the items on the right means that we do not have to abandon the technologies that make up our profession, such as ADDIE, 4C/ID, ARCS, Captivate, and PowerPoint. But rather we pull the best concepts from them that will support the values and principles of Agile Design.

Values and Principles of Agile Design

Since Agile is a more of a philosophy, it has values and principles that guide its practices. The Sidky Agile Measurement Index (SAMI), developed by Sidky & Arthur (2008), is probably the most widely used method for guiding Agile principles. It is composed of five values: communication, collaboration, evolutionary, integrated, and encompassing. These five values were heavily inspired by three of Malcolm Gladwell's ideas in The Tipping Point:

People = communication & collaboration
Message = evolutionary, integrated, & adaptive
Suitable environment = all encompassing

Listed below are the five values with their descriptions (please note that I changed the descriptions to fit learning rather than software development):

Encompassing: Establishing a vibrant and all-encompassing learning environment to sustain agility
Adaptive: Responding to change through multiple levels of feedback
Integrated: Developing high quality learning solutions in an efficient and integrated manner
Evolutionary: Delivering learning processes and platforms early and continuously
Collaborative: Enhancing communication and collaboration

The Agile Manifesto outlines twelve principles; however, Sidky & Arthur (2008) discovered they could group them into five tight principles (please note that I changed the descriptions to fit learning rather than software development):

Embrace change to deliver customer value
Plan and deliver learning processes and platforms frequently
Human centric
Technical excellence
Collaboration with business people

These five values and principles can be placed in a matrix to guide the selection and population of practices that will best achieve the ethos of Agile Design. The matrix shown below lists the five values in the left column and the five principles in the top row. I then listed some Learning Design practices, concepts, and processes that may be used to guide a performance project. Note that the principles may vary from organization to organization and may even change from project to project within an organization, but any adopted practices should always be guided by the values and principles of Agile Design; that is, they should never go against them:

So that you don't have to reproduce the above matrix, I am including the Excel file for the Agile matrix of values, principles, and values. The xlsx file is for the latest version of Excel and is the one shown above. The xls file is for older versions of Excel and is the same except the colors are brighter and may need to be toned down:

Note On some systems the xlsx version will try to download as a zip file. In that case, click the above xlsx file with the right mouse button to bring up the context menu and then click “Save Target As...” item. When the dialog window opens, change the extension from .zip to .xlsx — this will save the file correctly.

adaptive to predictive continuum for agile design

These value and principles make Agile more adaptive rather than predictive; and people-oriented rather than process-oriented (Fowler, 2003). However, it is misleading to view it on the opposite end of a spectrum from a “plan-driven” or “disciplined” methods as it implies that agile methods are “unplanned” or “undisciplined.” A more accurate distinction is that methods exist on a continuum from “adaptive” to “predictive” and agile methods lie on the “adaptive” side of this continuum (Boehm & Turner, 2004):

To achieve an adaptive and people-oriented process, a strategy is implemented that allows collaboration among the designers, business unit (customer), learners, exemplary performers and/or SMEs, and other interested parties. To accomplish this, a conceptual framework is initiated that allows the strategy to carried out — Plan, Orientate, Design, Select, & Iterate.

Plan, Orientate, Design, Select, & Iterate (PODSI)

Plan by identifying the potential target, vision, and feasibility of the project that will ensure the active participation of all stakeholders. Determine if the managers are indeed going to collaborate or are willing to learn to collaborate. If they simply want you to be an order-taker then, “run my friend run, run as fast as you can!” Find a project with people who desire to collaborate.
Orientate in order to recognize the level of the complexity of the environment (Cynefin) so that the initial learning architecture can be started to solve the problem. Use Exemplary Performers and/or Subject Matter Experts to help identify the complexity of the environment.
Design by using a collaborative approach or model so that only the minimum required knowledge and skills are taught that will resolve the problem. Build other useful benefits into the learning process during the final iterations.
Select the correct learning objects, processes, and tools that will provide the needed knowledge and skills that support both formal and informal learning — the use of small learning objects will increase the speed of iterations and allow you to more easily transform parts of the instruction into informal and nonformal learning.
Iterate by prototyping the initial design and to determine what other performance support technologies are required that will fully support the learners' quest to better performance. Use After Action Reviews to transform deficiencies into actionable items. Transform the formal learning objects to informal or nonformal learning as possible.

“Failure at an organizational level seems to come from the inability to customize processes and make them their own. Trying to apply someone else's template to your organization directly doesn't work well. It leaves out too many important details of the previous successes and ignores your company's specific situation.” — Kent Beck (2006 interview with InfoQ)

PODSI is dynamic in that the above stages are not step-by-step, all encompassing solutions but rather selected concepts from our discipline that best support Agile. Even though they may be performed in order, particularly for the first iteration, the concepts should be thought of more as a network, rather than a flowchart or template. Thus, while the last concept is to iterate the learning process in order to achieve the best solution, the other concepts are also iterated throughout the life-cycle of the project on an as-needed basis.

Essence of Agile Design

Thoughts?

This article was first posted on my blog, Agile Design: An Ethos for Creating Learning Platforms, but since blogs tend to push posts to the bottom as new posts are created, I thought I would post the series on my web site where they would stay more exposed and could be updated when needed. If you have any comments on this article please feel free to comment on the blog post.

Next Steps

References

Agile Alliance (2001). Manifesto for Agile Software Development. Retrieved on June 28, 2009 from http://www.agilemanifesto.org/

Boehm, B.; R. Turner (2004). Balancing Agility and Discipline: A Guide for the Perplexed. Boston, MA: Addison-Wesley. pp.165-194

Fowler, Martin (2003). The New Methodology. Retrieved on June 28, 2009 from http://www.martinfowler.com/articles/newMethodology.html

Rawsthorne, P. (2005). Agile Methods of Software Engineering should Continue to have an Influence over Instructional Design Methodologies. Cape Breton University & Memorial University of Newfoundland. Retrieved on June 28, 2009 from http://www.rawsthorne.org/bit/docs/RawsthorneAIDFinal.pdf

Sidky, A. & Arthur, J. (2008) Value Driven Agile Adoption: Improving an Organization's Software Development Approach. Fujita, H. & Zualkernan, I. (eds). New Trends in Software Methodologies, Tools and Techniques: Proceedings of the seventh SoMeT_08. Volume 182. Oct 15, 2008. P149-164. The Netherlands: IOS Press. Retrieved Oct 22, 2009: Google Books