Wednesday, April 29, 2015

Adding pragmatics to training: Example lesson

It's great that the field of pragmatics is getting so much attention in Business English at the moment.  I see the Chua Suan Chong gave a presentation on the topic at IATEFL Manchester. And over the last several years, I have been talking with Ed Pegg from The London School of English about the issue, especially as it pertains to the soft-skills aspects of his training.  We see it as an important aspect of the training and perhaps something which is either misunderstood or under-represented in training.

In fact, I am not completely clear about how to integrate the 'meaning derived from context' into my training.  I am not educated as a linguist and my knowledge in pragmatics is less than expert to say the least.  Luckily, I have access to the Journal of Pragmatics, but my general thinking comes from Steven Pinker.

But I decided to give it a try with a controlled scenario and topic... namely giving tasks to others and politeness.  This is a good situation because the situation is easily identifiable and there are normally only two people involved.  Second, forms of politeness are probably the simplest form of altering language to fit the relationship and situation; it can done at sentence level.

The lesson

Participants:  2-6
Time:  60 minutes
Level:  B1 and above
Training aids:  whiteboard/flipchart

Training objectives:
- be able to give clear tasks and instructions which include task, method and outcome
- be able to encode the imperative based on the relationship/desired relationship with the audience
- understand how language conveys both content and interpersonal information

Method: presentation with open questions/discussion, modelling and practice

Step 1 - The structure of giving tasks

Note: This structure is based on the military standard of task, condition, standard for giving tasks/orders.

With 60 minute lessons, we don't have a bunch of time for all that schema activation rigmarole so I tell them that we are going to look at the language for giving tasks.

I write the three steps on the board with space in between:
1.  Clear task statement
2.  Method (tools, resources, etch.)
3.  Outcome (expected result, timeline)

We talked about the consequences for productivity if one of these items is missing.  We all shared examples where one element was missing and how it could cause confusion or some mismatch between the expected outcome and the actual result.

My example: I work embedded in a team and we have worked out a standard method for giving component status updates during their weekly engineering steering meeting with the full development team.  One week, a peripheral member of the team was asked to give an update on his component.  It was a very nice presentation but it did not fit the group norm.  The standard is 1-2 slides, both of which have agreed upon templates, content and style.  The update should take 5-7 minutes with questions and discussions taking 5-10 minutes longer.  His presentation was well done but didn't follow the template, went into too much detail and took over 20 minutes.  He not only wasted the time of others but also his own by preparing such a long slide deck.  He had been given the task, but not the method (the template) or the outcome (the group expectation).  This caused a slightly embarrassing moment as the manager had to remind him at the end of the presentation to watch the video I created with guidance and ask the others for advice on how we do things.

This is the communication skills section of the lesson.  But as a BE Trainer, my job is also to take it to the next step and break this down to sentence level.

Step 2 - Task and method verbs

The next step is to fill the steps with language.  I focus on the verbs.  I explain that some verbs make good task statements and others don't.  We should use verbs with a clear outcome like present, report, test, make, create, design, etc.  We should not confuse them with method verbs like consider, talk to, contact, think about, discuss, use, compare, etc. which do not have a clear outcome.

This learning point often generates a little discussion because it is common practice in the company for managers to confuse the two, especially the word discuss.  Then they often wonder why there is no tangible outcome.

To close this section, I write a few example task and method sentences on the board for demonstration (in imperative form).

They practice this by giving me/their partner tasks from their work.

Step 3 - The communication model

With these established, I draw a simple sender-receiver model on the board.  I use light bulbs and binary to represent message and encoding/decoding.  I explain that in the best case the receiver's light bulb is the same size and color as the sender's light bulb.  To do that we encode the message, which we have just done by giving it structure and words.

But then I change marker colors and explain that we also encode messages to deal with the relationship with person.  This can be independent of the content.  I draw a second set of binary (encoding/decoding) to show this second layer of communication.

In some groups the discussion moves into eliciting feedback or getting a backbrief from the receiver to ensure the meaning has been transferred accurately.  This is a common question/problem, but it is only a secondary aim of this training session.

Step 4 - Changing politeness

Using the relationship color, we add phrases and formulations to change the imperative task and method sentences.  I add them on a continuum from most polite to more direct.  The usual suspects arrive on the board like "Would you please..." and "We would like you to...".

The board then looks like this:

This is when things get interesting because as we increase in politeness, the formulations move from command form into either requests or suggestions.  It starts the longest part of the lesson as we discuss and debate situations in which to use these different formulations, how they can change even with the same person, etc.

One issue we discussed at length was whether the receiver would understand the request and suggestion forms as an order, or merely an option.  In other words, would they work?  Of course the answer to that depends on the situation and whether the relationship was dominance, reciprocity or communality.

Another that came up is how relationships can shift and change.  For example, sometimes the participants and I have a reciprocal relationship, but that during this lesson, I was in a position of dominance because I was the content holder.  They were the recipients and even the setup of the room gave me the dominant position (at the board, standing, all eyes on me, note taking).  At that moment, it was perfectly acceptable for me to use the raw imperative to give them instructions.

A third issue was to discuss how the encoding is not just a product of the relationship and context, but also helps define the relationship.  We brought out examples in which the relationship is unclear, such as when they communicate with the engineers in China.  By using the imperative (or even the 'please version') we sending interpersonal information.  It seems to create a subordinate role for the Chinese and what happens when we want to change that role?  More importantly, how do they feel about that role?

One discussion went into learning pragmatic understanding.  We all laughed at how children do not understand the request and suggestion forms as a command.  They view it as license to do what they want.  We talked about how we knowingly teach this to our kids.  I used this as an example that we all have the ability to understand pragmatics from our native language.

Another point we discussed is dealing with low-level speakers.  We agreed that in the case of low-levels, we can use a more direct form to assist comprehension, but that we should also plant these sentences in other words/body language to convey the desired relationship information.

A final topic we discussed was how switching occurs within formalized relationships types.  For example, why do some managers encode orders to their assistance as requests even though both sides are fully aware of the dominant relationship?  This corresponds to whether the request and suggestion forms would be understood as the commands they really are.  A second example is what happens when a team member is promoted from within to lead the team.  In that case, the new leader has to 'work down the ladder' because an immediate use of the straight imperative can cause awkwardness and animosity.

Throughout the lesson, whenever there was uncertainty or a debatable issue, we acted out the situation at hand and gathered group feedback on how it felt and whether it was appropriate.  The task structure is very simple and requires little prep.

So as you can see, there is a lot to discuss here.  I reminded every group that the best communicators are the ones who can adeptly switch encoding depending on the situation and the audience.  Furthermore, learning these concepts helps open the door to future training in more complex situations.  I can now link this with formality, genre and tone.

So far, I have used this lesson five times.  Each one was slightly different, but I am extremely happy with the results.  The participants were fully engaged, they included repetitive practice of the learning points and I believe they now have a basic understanding of how language affects relationships.  Perhaps I have stumbled upon a nice method for bringing pragmatics into the classroom.

Wednesday, April 15, 2015

Life inside a virtual team: Communication, language and culture

I have had the opportunity to work in or observe countless virtual teams over the past 15 years. From the military, an online degree program and my in-company work, it is clear that virtual team communication is a critical component of success in international organizations.

Over the past two years, I have largely specialized my training to deal with the unique challenges virtual teams face.

So let's look at a few of the key factors which support or hinder communication in virtual teams.

1.  Technical Skills

The members of a virtual team must master a range of technical applications to communicate effectively. Often this is taken for granted and the team members have only a superficial knowledge of communication tools.  Additionally, team members tend to rely on communication methods they use to enhance face-to-face communication in the local workplace (dear email, I am talking about you).

Here are some examples of technical skills which can support better virtual communication. But of course, this is not all.
  • Use all the tools in virtual meeting software (and no, companies do not use Skype).
  • Create PowerPoint slides which are designed to be read and not presented. This includes things like inserting documents and objects into slides, drastically changing formatting, etc.
  • Create and manage an organized document library, including naming standards, types, searchability, etc.
  • Use graphics tools like MS Visio to create diagrams (preferably those linked to data).
  • Troubleshoot and diagnose technical issues like bandwidth limitations, audio and video problems, etc.
  • Create and maintain a team website/portal in applications like SharePoint or SalesForce
  • Use the complete functionality of Outlook
2.  Communication Channels

Understanding communication channels within organizations has always been an important part of collaboration and communication in teams, but it is especially important in virtual groups. I notice that virtual team members and managers do not completely understand the communication channels within their organization or how to change them.

Employees talk about long (or non-existent) feedback loops quite often without understanding the communication exact 'workflow'. Virtual team members typically complain about lack of information without seeing the number of stops between the origin of the information and their location in the social network.

A lack of understanding of how information flows through the team leads to unnecessary and unproductive meetings, massive communication overhead among network nodes, and a lack of information transparency among the team. The result is often redundant work and even unproductive affective conflicts between team members.

3.  Stages of Team Development and Team Dynamics

Many managers these days are trained in team building and educated in how teams change over time.  But in reality I see a couple of things happening. First, virtual groups evolve into teams and aren't expressly formed. For example, a team in India begins as an 'internal supplier' for a team in the US. The Americans send clearly defined workpackages to the Indians, which are then completed and sent back as deliverables. But over time, the two groups start working more closely together and eventually collaborate on a new product innovation jointly. The result is a team. The manager and the team members likely didn't even feel the change because it happened gradually and we cannot point to specific formation.

Second, managers attempt to copy team development strategies from their co-located teams in the past. They organize kick-offs and team building activities. They create team rituals and talk a lot about values and mindset. This is valuable of course, but virtual team development faces some unique challenges the managers and members are unprepared for. Especially in building trust, the written word of email leaves a lot of space for misinterpretation and I see that virtual teams move a slower through Tuckman's stages than co-located colleagues.

4.  Culture

Everybody likes talking about culture these days and I can see why. After all, you can explain nearly any misunderstanding or awkward moment simply by saying, "It must be the culture." But let's take a step back here for a moment and look at this sentence for the cop out it really is. From my observation, nearly all misunderstanding and awkward moments are caused by something other than culture.
  • Okay, so he didn't respond to you email. - Not culture, he's busy and you're not a priority.
  • She always goes off on a tangent. - Guess what... she does that with everyone.  Not culture.
  • They are always very direct. - Well, they are working in a second language and the meeting is only 30 minutes long. They are trying to avoid a misunderstanding and get things done. Not culture (well, okay some might say there is some culture here).
Now, I am not saying that culture does not play a role in virtual teams. I am sure it does, but let's not place the culture label on everything. One problem with culture is the national culture idea. Research like Hofstede and Trompenaars is based on huge sample sizes to draw conclusions about values, tendencies and behaviors. But in virtual teams we are talking about individuals with distinct backgrounds, goals and personalities.

My clients don't need to know how to convince 'Germans', they need to know how to convince Anja, Thomas and Hans. I'm not advocating the abolition of country-specific culture training, but it should certainly include a large warning label, "Some or all of this may not apply to the person you are talking to. If in doubt, get to know the person." Character assumptions are the fastest way to make someone not like you.

There is another aspect of culture which plays a role: company culture. Employees are sick of hearing about it because I think every company in the world is trying to refine it, change it or implement it. They are largely numb to the whole topic, but there is a certain 'way of doing things' in companies and departments. Organizations have values, methods and rituals. If you want to improve communication in a virtual team, it might be helpful to look at how it works in the local offices, not a generalization about the whole country. (I have been guilty of this in the past... lesson learned.)

5.  Communication Norms

Building on points 2, 3 and 4, we come to communication norms.  Communication norms consist of agreements on channels, methods and formats. At the lowest level we are talking about terminology. At an organizational level we are talking about the project communication plan. Somewhere in between we look at things like slide templates, forms, collaborative document set up, standards for correspondence, meeting agendas, etc.

The local team members come into a virtual team with certain communication norms like how they report information, what meetings look like, etc.. Often, these norms are incompatible and virtual teams need to compromise their norms. At a low level, we may agree (explicitly or implicitly) on certain vocabulary and terms. At a larger level, the group may agree on norms for meeting presentations (e.g. no more than 10 minutes).

The point is that norms will emerge. The key is making sure they are appropriate for the group. One type of meeting agenda may work great in a face-to-face setting, but fall flat when we have a large virtual meeting.  That report structure may be perfect for stimulating discussion at the home office, but might not include enough information to be shared to a distributed team.

I see that managers and employees take norms for granted and several things happen.
  • The team does not discuss the norms, which results in ambiguity (no meta-communication)
  • The team adopts norms from one location which are ineffective (e.g. bad meeting styles are copied into the virtual team)
  • The team adopts norms which do not fit the communication tools and methods
  • Team members and managers do not hold others accountable when they violate the norms (e.g. no one says anything when the presenter takes too long)
6.  Language

This is typically the default diagnosis (along with culture) for why many virtual teams are underperforming. And managers and team members are not completely wrong. Communication in a second language takes more time and effort than in a first language. Meetings are longer or cover less content. Proper understanding often takes more repetition (either synchronously or via follow up correspondence). Writing takes longer, including emails, reports, documentation, etc. But where there is the will and need to communicate an idea, there is a way. Teams make it work, but it is frustrating and puts pressure on their already busy schedule. After all, project schedules and team goals are set on the assumption that worker efficiency is constant.

The magic level seems to be around B1-B2. Team members who are lower than B1 cost the team efficiency and time. Due to poor comprehension, meetings have to be slower and the communication overhead is higher for repetition and follow up. On the other side, the team suffers from their inability to contribute effectively - costing time and energy. Notice, I am talking about the communication workload on the whole team, not just the low-level speaker.

At B1 or B2, the team is generally able to coordinate action effectively if the right norms, channels and strategies are used to accommodate the distributed team set up and language burden. Groups of workers at this level are able to achieve L1-like efficiency under the right conditions. Team members in the B2-C1 levels are instrumental in helping to set up these norms. These are the team members who are best suited for moderating discussions and chairing meetings.

If there are team members above C1 or native speakers in the group, the challenge changes. As many have mentioned, the ability of high-level/native speakers to adapt to ELF is crucial. In my experience, learners come with ELF and it is not something I train. Their English has been formed by their exposure prior to the training. My job then is so simply formalize ELF as a standard and get everyone speaking the same 'English'. If left 'untuned' to ELF, high-level speakers cause higher communication overhead and actually hurt the team's efficiency. With the natural belief among language learners that greater proficiency means greater communicative skill, the realization that they are actually causing problems can be a real eye-opener.


I have highlighted six aspects to communication in the virtual team environment. Many Business English Trainers will be focused on the language aspect because they either do not have access to the inner workings of the organization or their mandate does not include broader communication issues. But I suspect that many trainers are willing to expand their 'English teacher' role if they see the opportunity to deliver added value or help solve the real communication barriers of the company.

My advice is that training experts enhance their skill set to stay one step ahead of clients in virtual team communication. This includes obtaining the technical know-how, matching reality with organizational theory, revisiting the field of communications and expanding their approach to language in the workplace. Clients will be extremely grateful for you ability to deliver greater efficiency and project success.

Monday, March 2, 2015

Okay, you got the ELT stuff... time to take professional development to the next level.

I recently read another rant online from someone in the ESL field about rates and wages.  It brought me back to the concept of value and perhaps I should repeat a few things about the business of language training.

Six weeks ago I enrolled in a one-to-one class to brush up on my German.  Like many C1 learners, I was troubled by several problems.  1)  I was lacking confidence in my ability to communicate in clutch business situations.  2)  I was convinced that my speech and writing were littered with little grammatical errors (bestÃĪtigt).  3)  Because my comprehension is nearly perfect, I knew that my active vocabulary range was quite small.

The trainer is probably earning €20-27 per 'teaching hour' or €27-36 per normal hour. Quick caveat... Can you stop the 'teaching hour' pricing?  Why do we make our customers use a calculator?  Anyway, I am paying between €45-60 per hour (I'd prefer not to give the price exactly).  This means the school is keeping about 40% of the payment.  This is reasonable to me considering the service it provides.

But as the customer, I am not really focused on the price per hour, I am focused on the overall results of the course.

The price for my twelve lessons is €950-1300 (including VAT).  Will that price solve my three problems?  No, it won't.  I will hopefully solve two.  After six lessons, I notice that my confidence has improved.  I'm actively trying to use more German in more difficult situations and I have learned a few collocations.  But what else could I do with that money?  If I gave you €1000 for professional development, what would you do?

Let's take this to the next level and assume I wanted to improve by two CEF levels.  We'll stick with a one-to-one setting, I could probably achieve a CEF level in 70 hours. (Yes, I know not all levels take the same amount of time, but stay with me here).  That would cost €7000-8000.  If I were a true beginner then I might expect to pay over €15,000 to learn German, which is more than the price of a Bachelor's degree at a private university in Germany.  Naturally, I would probably join a group course to effectively share the cost but I would still have to pay at least €4000.

Learning a language takes a long time to achieve results and this puts pressure on prices.

But there is a positive here and it is one we should not forget.  Our contracts are long, which makes planning much easier.  It is not unusual for us to look at contracts which run for years.  In comparison with soft skills trainers, this is huge advantage.  Their contracts run only a few weeks - often numbered in a few hours.  This means they spend considerably more time doing the 'unpaid' work of marketing and networking to try and land new clients.

On the other hand, the reason they are able to obtain higher hourly rates is because the return on investment is much faster.  A two-day workshop on effective presentations or team building leads to a nearly instantaneous change in behavior, hopefully.  This is something we simply cannot achieve.

Combining 'quick-return' services with longer-term language training is the way to higher rates.

I am always delighted by conference presentations which ring-fence services, typically to protect their own rates or status.  Have you ever been to a presentation about coaching in which the presenter sets out to define coaching and justify why coaches earn more?  What about a presentation in which the provider talks about how they don't mix persuasive presentation training with language because it is 'over-delivering'?

This is complete nonsense.  Combining all of this together is exactly the path to higher rates.  These statements are simply an attempt to protect their own rates, markets, and/or sell some kind of additional qualification which is all but worthless.  In fact, I would argue that refusing to include effective communication skills in Business English training is merely setting the client up for failure.  It's basically saying, "Let's remove pragmatics from the training."  Similarly, if you aren't using coaching techniques in one-to-one and small group training, you are probably not creating a customized development plan, effectively using the learner as a resource or helping to develop autonomous learners.

But I will admit, the protectionists have a point.  Adding 'quick-return' services such as team-building or coaching requires a certain level of ability and experience.  It requires learning theory in other fields such as educational and organizational psychology, applied linguistics and communication.  We need to develop a greater understanding of workplace discourse and dive deeper into business studies and management theories.  (Knowing business theory is a 'must' for me.)  In short, if we are relying on ELT literature to provide knowledge about these areas, this is not good enough.

On the implementation side, they are right that training and coaching methods differ from mainstream education techniques prevalent in ELT.  But honestly, while they are different, they are also easily recognizable.  I recommend jumping into the various fields of human resources and exchanging knowledge with other trainers/coaches (outside of BELT).

So, if you want higher rates, you will have to deliver more value per hour.

For freelancers like me, it is much easier to make this shift.  We generally define our own services scope and content.  We are also fully conscious owners of our professional development.  For teachers and trainers within organizations and institutions there is less chance for expanded services.  But these environments can be great laboratories for testing techniques and theories in practice.  And don't forget, the leadership in the organization has to demonstrate value, too.  I see organizations pushing the practical nature of Business English.  The logical development is for these organizations to mix communication skills and language more and more.  In short, the lines of the ESL department/section are starting to blur.  Increasing your knowledge now and enhancing your practitioners toolkit will help you succeed in this new type of organization.

Monday, February 23, 2015

Logic puzzle activity for summarizing and clarifying

I regularly remind my learners to continuously summarize and ask clarification questions in L2.  During my observations of meetings, I often see cases of miscommunication which could have been avoided by a simple timeout to summarize and check that everyone has the same understanding.  In fact, if there is one communication skill needed to work effectively in L2, this is it.

But sadly, I have always had some trouble designing activities which forced the participants to use checking, clarifying and summarizing.  Luckily, I found one in the The Big Book of Conflict Resolution Games by Mary Scannell.

Basic procedure

Find a logic puzzle with 15-20 clues.  Cut up the clues and deal them to the participants.  They have to solve the puzzle without showing the others their clues.  Time: approx. 40 min for a group of four.

If you aren't sure what a logic puzzle is, it is a paper game in which you have to find certain combinations using clues.  For example, 5 friends went to a restaurant, each person ate a different dish, drank a different drink and paid a different amount.  One clue might be, "Janet did not have the cheeseburger and paid more than Frank."

What happens

The group will probably first try to collect all the variables (the names, the dishes, etc.).  Then they start reading the clues.  In some groups each person reads all their clues in sequences, while in others (the more effective ones) they take turns reading clues that are relevant to the current discussion.  They are continually asking to repeat, checking and summarizing.  The trainer can collect and add phrases throughout the activity.  Additionally, they use great language to keep the others on track in the discussion.

Training aids

I don't allow my groups to use any visual aids... no shared notes, no whiteboard, no cards with the variables, nothing.  Each person can use their notebook to make personal notes, but cannot share it with others.  I find that this makes it more challenging and forces the participants to use verbal communication.  I suspect that visual aids would make the puzzle easier to solve, but would require less language.  Second, my engineers discuss complicated, interlocking problems all the time and I find that it more or less recreates this complexity.

The larger question of feedback...

This brings me to the larger question of feedback and how to train it.  After all, summarizing and checking are the purest forms of feedback, but depend on the listener.  Surprisingly, while I find that summarizing and checking are the linguistic functions most often missing from discussions, the lack of feedback is the most common observation my participants make about their own discussions.

Here's why... asking for feedback is delicate and often ineffective.

I think we all know about open and closed questions.  And I think we can all agree that closed questions for checking understanding are not as effective.  In my experience, "Did you understand?" is pretty much worthless.  Second, I think we can agree that while a backbrief ("Please tell me what I said.") is highly effective, it is only realistic in highly direct discourse communities.  In the workplace, there is too much chance for a loss of face.

So, I prefer to help my participants draft a series of open checking questions for them to use in discussions.  In essence, it is teaching them the same skill we use as trainers for comprehension questions.  These are higher order questions which demonstrate understanding.


  • What have we forgotten to consider with this plan?
  • How do you think this will affect ______?
  • How does this compare to ________?
  • What kind of experience do you have with this?
  • What do you think are the next steps?
  • What problems do you think we might have?

For more structured practice, creating these types of questions for a presentation works nicely... then try to add them into spontaneous discussion.

So, I am happy with the results from the logic puzzle activity to generate a true need for clarification, checking and summarizing but it doesn't solve everything.  The more difficult step is to train effective methods for requesting feedback.  Once the participants have it though, they notice a clear difference in their discussions and meetings.

Tuesday, August 26, 2014

Revisiting the Communicative Event

Another post-Cologne article...

During the workshop, we talked some about customizing training.  But following the discussions within some of the groups, there seemed to be some uncertainty over communicative events.  In general, I thought this idea had spread so far through conferences and blog posts that most trainers understood.  Or maybe it is just so ingrained in my training that I can't see training without it.

Let's look quickly at customization.  We can customize a course/lesson at several levels.

A slide I didn't use in Cologne, but probably should have.
At the top level is the skill (e.g. write a report, lead a meeting).  I don't really see this as customization.  Sure, we can give the skills various priorities and/or remove a skill completely, but this is still course book territory.

Below that is a skill to perform a certain function.  For presentations, that might be to persuade, introduce, report, etc.  Most course books have taken lessons to this level and include different sections for different types of meetings.  This is nice but we're really counting on the fact that the course book author hit the nail on the head.

My default level of customization is on the specific event, which includes contextual information (but is still largely content neutral).  For example, writing emails to request information, making a telephone call to confirm arrangements, etc.

Finally, I will customize to what I call the 'ESP' level which includes content.  This is usually accompanied by more corpus analysis.

If you look through the levels, the assessment criteria change considerably from one level to the next.  Moving to each level requires that the participants have more uniform needs.  My general rule is to customize to the lowest level, and approach the next level outside of the group.  If the client isn't willing to pay for the next level, I stop.

Defining performance objectives

This has a huge impact on defining performance objectives.  If you are designing a course, only write the can-do statements to the appropriate level.  For large groups (hundreds of participants), I typically stop at the second level.  For groups which share a job function or field, I can often get to high frequency events.

The difference between a communicative event and an English situation

I am guilty of often using the terms 'situation' and 'event' interchangeably, but they are decidedly different.  A situation includes one or more communicative events.

For example, a presentation may include several communicative events.

Slide 1 - Inform management on status of a project
Slide 2 - Report on research
Slide 3 - Compare alternatives
Slide 4 - Propose a solution

This presentation may be accompanied by...
- defending an idea
- asking questions of speculation
- responding to factual questions
- eliciting opinions
- adding additional comments to presented information
- summarize an agreed decision
- delegate tasks

These generally look like a classical list of functions from a course book.  The contextual information makes them communicative events.  How many people are in the meeting and who are they?  How much time do you have?  What types of interference (or 'noise') are present?  These factors affect communication style, register, etc.

The same is also true for things like emails.  In well written emails, each paragraph performs a different function.  How you organize those paragraphs and the wording you use depends on the context.

As you can see, we are starting to enter the world of communication skills here.

Does a description of the situation give you the communicative events?

Yes and no.  I still use the needs analysis form I mentioned at BESIG Stuttgart (blog post), but it takes some further questioning and analysis to get to the communicative events.  I typically do this by asking a series of questions to describe the 'steps' of the situation.  I may draw a diagram of the situation on the board and ask about the participants, objectives, etc.

Back to sourcing materials... this is where getting a look at artifacts can be really helpful.  Without question, some background in business really helps in 'visualizing' a situation and dissecting it into its various communicative events.

I have found that there is considerable overlap among communicative events.  This is true among different fields, job descriptions and channel (email, telephone, meeting, etc.).  The interlocutors are generally the same (i.e. the learner communicates with a certain group) and the purpose of the communication is often similar.  For example, adding a comment to a pdf report written by a colleague is often identical to adding a verbal comment in a meeting.  However, if the report/presentation is by a manager or someone external to the company, the language changes.

Is there a list of communicative events?

Not yet.  If there were, it would probably look like a matrix.

We can assume that there are a definite number of functions.  We can also assume that there are definite number of contextual combinations.  Theoretically then, there is a relatively fixed number of communicative events.  It may then be possible to somehow create a database which takes contextual information and matches it with the purpose of communication to spit out the best possible language.

But that is all theory... in my next post we'll look at "Training for the Real World".

Sourcing Materials

This past weekend, I held a workshop with ELTA Rhine on customizing training and materials lights lessons.  During and after the session, it was clear that sourcing materials was an issue for trainers looking to focus on relevance.  Let's dive a little deeper into the topic of materials and examine what we need, why we need them and where we can find them.

Assumption 1 - There is a difference between "talking about business" and "talking to do business".

This is Evan Frendo's concise and clear statement about not only materials, but also about the tasks we ask our learners to accomplish.  It is great for the learners to 'teach us their business', but this falls into the first category and will not accomplish all the training needs.  We have to balance both types of activities.

The problem for trainers is that materials "about" business are much easier to find.  The internet is full of them.  Let's take a simple example.

You are training a group in production and one of your can-do statements is that they can explain the production process.  You decide to use a YouTube video about how Lego blocks are made, mine the video for key language and have the participants give talks describing their production process (maybe even on the shop floor).  It's likely that this is a useful skill, but it does not fully simulate a meeting to discuss changes to refine the production process.  We are a step short of achieving full relevance.  Wouldn't it be nice to have an example of the real meeting?

Assumption 2 - Getting the "real thing" is nearly impossible.

We can hypothesize all we want about recording real meetings and presentations.  The simple fact is that we will probably never get the approval to do it.  Non-disclosure agreements are key part of doing business, but they are only a baseline for trust.  There is still a 'need-to-know' level of integration.

The main reason why recording real meetings is a no-go is because the learners are not lab rats.  They are trying to do business in these situations.  Politics, reputations and personal relationships all come into play in meetings.  It is generally best if we don't ask to record them for 'research purposes'.

Assumption 3 - Real meetings are much different than the recorded models in the course book.

Meetings are messy affairs.  I'm convinced that meetings are the most difficult skill.  Topics appear out of blue, there is so much interference (semantic, cultural, pronunciation, technical, etc.) that its a wonder they work at all.  But for the trainer, the most difficult part is that meetings contain highly detailed information exchange.  For an outsider, it is very difficult to 'script' a meeting and practice it.

Additionally, meetings can be very boring.  There are many books and websites about effective meetings for good reason.  Employees are often justified for hating them.  Even if I did have a recording, I probably wouldn't play it because everyone would be asleep.  Most participants and chairpersons will acknowledge that their meetings could be better, but they probably can't say exactly how they should improve.

Example dialog with a participant:

Me:  How could the meeting be better?
Them:  Some people are giving too much information about their topic and it is not interesting for the group.
Me:  Okay, where is the line?  How much information is too much?
Them:  Well, they should only talk about what has an impact on the others.
Me:  I agree, let's try it... in your area, where is the 'information line'?  What level of information is valuable for the others (including the manager), and what is too much?
Them:  Hmm... good question.  That's difficult to say.

Okay, so what can we do?

1.  Gather artifacts.  Emails and PowerPoint slides are relatively easy to get.  One main constraint is the group setting.  If you have learners from different companies and/or departments, the materials cannot usually be used in class verbatim.  They typically need to be altered to conceal the information.  I will often use emails and slides to create my own 'similar' materials - using the same language, but with different content.  Even if you can't get them digitally, just looking at them is helpful.

I call them artifacts because like a researcher, these are any item which reveals something about communication.  Artifacts fall into two categories - communication itself, and evidence of communication.

Communication itself:
- Emails
- Presentations (the written communication)
- How-to's
- Forms (e.g. change request forms)
- Reports
- Handbooks
- Contracts and other formal documents

Evidence of communication:
- Meeting minutes and agendas
- Presentations (evidence of the verbal part)
- Descriptions of meeting (like for a communicative event needs analysis)
- Diagrams and charts
- Excel spreadsheets
- Workflows and flow charts

While these artifacts cannot always be used to re-enact the exact situation, they will often get you much closer.

2.  Research English in use.  I generally use several sources for this.

First, if you haven't read Almut Koester's books on workplace discourse, now is the time.  I also recommend Patrick Lencioni's Death by Meeting and Five Dysfunctions of a Team because they are narratives with great dialog from meetings.

Second, I have used transcripts from meetings to identify some key language.  If you enter "meeting transcripts" into Google, you will find many transcribed sessions from government meetings, hearings, presentations, etc.  I don't use them in class because they are horribly boring, but there are some great phrases.  The problem with these is that they are too organized.  Real meetings are generally more chaotic.  For emails, Evan Frendo has recommended the Enron corpus and it looks promising.  Sadly, I haven't had the chance to go through it.

Third, I use my own life.  I have meetings, write emails, make telephone calls, etc.  I have used my inbox several times in training as the basis for language work.  I collect phrases and vocabulary from meetings I have with other trainers, clients, etc (even if the meeting is in German).

A note about Listening: Collins English for Business by Ian Badger.  This book made quite a splash a few years ago for its recording of real people.  I use it and I like it.  Sadly, there are too few examples of dialog.

3.  Refine role-plays and simulations.  

It is a good idea to ask the participants how the rehearsed situation differs from the real thing.  Inevitably, they will give you a list of things you can't really change, such as accent.  However, they may also give you ideas for your next role-play.  For example, if I get the feedback that some people in the meeting speak too quickly with higher vocabulary, then I might participate in the next meeting and try to fulfill that role.

So, I admit that sourcing materials/resources for customized training is not easy.  But I guess that is the nature of the beast.  If sourcing materials were easy, it wouldn't be customized training, would it?

One final note - observing real meetings is really the best we can do.  I am lucky enough to have a project in which that is possible.  But I understand that this project is different.  It has strong management and participant support is limited to a specific team with in a department.  I have offered to observe meetings in other projects to no avail (after all, you have to get the buy-in from all the participants).  If you find the opportunity... take it.

Friday, August 8, 2014

ELTA Rhine Workshop - Solving Challenges

On Saturday, August 23rd, I will be leading a workshop with ELTA Rhine in Cologne to talk about some of the difficult aspects of teaching/training Business English.

When I completed my CELTA I was always uncomfortable with the idea that the method was hidden from the students.  I had the feeling that we should work as wizards behind the curtain, leading participants through a series of pedagogically sound activities.  Over the years, I have become more and more comfortable with transparency in the classroom.  I feel it helps me build a better relationship with the participants, provides space for feedback, gives them more control over their learning and may even help them become more autonomous learners outside the class.

The same is true for workshops like the ELTA Rhine event in a few weeks.  I want the event to reflect how I train and I want the participants be involved in developing the content.

So, with two weeks to go before the event, let me outline what is going on behind the scenes.

Step 1 - Gather Information

This step is currently under way.  I am using several resources.  Questions I have sought to answer:

What topics and speakers has ELTA Rhine covered in the past or will cover in the future?
Resource:  ELTA Rhine Website

Unquestionably, the answer to this question makes me a bit nervous.  The list of speakers reads like a who's who list of ELT authors.  These are the people at conferences I am trying to introduce myself to with the hope that they might remember my name.  As for the topics, I see that the events have covered a wide range of topics but that there is room for discussion where the rubber meets the road of Business English.  There is also a mix between the novel and the classic.

Decision:  I don't want to cover areas which have already been discussed.  I also don't want to cover something which someone else can do better.

What does the audience look like?
Resource:  ELTA Rhine Events Coordinator and Participant Survey

Everyone knows that the key step in preparing a talk/workshop is to understand the audience.  To achieve relevance, we need to understand the audience's situation and expectations.  First, I spoke with the events coordinator to get an idea of attendees.  Are they mostly freelancers working in companies?  Do they work in schools or universities with prescribed curricula?

I decided to augment this information with a participant survey to get critical information about the audience.  The first question of the survey is designed to get 'demographic' information.  The second question is designed to gauge the emotional response to Business English.  The third question is set up as open response to get an idea of teaching styles and ideas for how they view Business English.

Decision:  I am speaking to an experienced group and we have much in common.  I will share the results of the survey in the workshop (they are anonymous).  A workshop in its true form (creating value/intellectual property) is the best fit because the collective knowledge is greater than mine alone.

What topics are most important to the participants?
Resource:  Participant Survey and Social Media Monitoring

A common pitfall is assuming that certain topics are important simply based on the audience profile.  For example, it may be tempting to think that if the audience is made up of freelancers then administration skills and tips are interesting.  Likewise, if the audience uses a coursebook, then maximizing published materials would be the best topic.  But when dealing with experts, they have probably already found the answers to these questions.  The same is true in my classes.  In a group of marketing people, talking about presentations for the 10,000th time is not really that helpful.

So, I wanted to do a mini 'needs analysis' to find out what topics are important to the audience.  What do they need/want?  For the survey, I created a ranking question for the participants to order which topics are most important.  The topics were a mix of topics I feel comfortable speaking about in front of experts and listening to social media/blogs.

Decision:  The results have been eye-opening for sure.  As of now, "Designing Customized Courses" is well in front, with "Leading Materials Light Lessons" in second place.  "Handling ESP Needs" and "Needs Analysis" are bringing up the rear.  This is not what I expected.  I'm very happy that I didn't choose a topic I wanted to talk about... I probably would have wasted everyone's time.  I won't divulge which topic it was. :)

What are the constraints?
Resource:  ELTA Rhine Events Coordinator

There are constraints in every situation.  In particular I am looking at audience size, time and training aids.  First, we have 2.5 hours to discuss content.  The workshop is 3 hours but I will have to factor in a break and socializing.  Second, it appears that the event will be fairly intimate (less than 50 attendees).  This means that going into more detail will be possible.  Third, I am thinking about whiteboards, technology, table set up, etc.  I am still thinking about how to augment the training aids to reach the goal.

Step 2 - Creating 'Prepared Flexibility'

Once I have the information, it is time to starting creating a framework for the event.  I wrote a blog post a while back that "I Only Have One Lesson Plan" and that still holds true (I delete or revise my blog to reflect changes.).  I want to find the right balance between control and chaos.

So first, I am outlining the goal of the workshop.  In this case, the goal is to create a product which collects and organizes the collective knowledge of me and the audience.  I am still not sure what form this product should take.  Perhaps it is a handbook (Word document), perhaps it is a slide deck... maybe a video.  I am not sure yet.  But my goal is to hand ELTA Rhine a prepared product to deliver value to their members, first and foremost to the participants.

To do this, I am working on several things.  First, I am dissecting the needs/wants to figure out what I want to say.  Can I break this down into "Three Steps" or "5 Tips"?  For example, if customizing courses remains the main focus, I analyze the process into several topics areas:
- Recognizing decision points in class (where are the opportunities to improvise and customize?)
- Performance-based training (relating to test-teach-test for skills)
- Identifying language gaps and skills gaps in participant performance
- Avoiding the "hard Business English" trap and driving our students away (e.g. writing reports) - The making them eat their broccoli problem.
- Assessing resources for customization, taking far away content and adapting it to a customized need

This step includes creating slides, thinking about vignettes and documenting activities from the past.

Another step is to plan for contingencies.  Because I am giving up control to the audience, I want to be prepared for unexpected events.  I will start with known issues.  Some people have dominant personalities.  They might wish to dominate the session or a group.  What will I say to that person?  Someone will ask a fundamental question which brings my entire approach into question.  How will I deal with that?  Perhaps a participant will contribute the "TED Tip".  This is the activity, tip or resource which everyone already knows.  What will I say to help them save face but also move the discussion further?  Finally, how will I handle external issues like dry markers, a hot room, late attendees, etc.?

Finally, which activities will support the goal, deliver my message and promote productive discussion during the workshop?  This is where is all comes together.  I will devise a list of workshop activities.  I will think about what materials I need to reach the goal.  For example, right now I am designing an "Activity Description Sheet" for participants to fill out as the discussion evolves.  The sheet will be a simple form which documents successful activities.  This form will help me create the final product.

Step 3 - Refine and Rehearse

A common mistake is to take the list of activities and create a final plan.  I will not sit down and prescribe which activities will go where.  I will keep the entire list in mind and select the most appropriate during the workshop.  However, I will create a framework within the constraints.

So far, I have divided the session into various time blocks. (Grammar note for teachers:  I originally wrote that sentence in the past simple, but I changed to the present perfect for British sensitivity.)  I have a general idea of how I will organize the participants.  I also have a pretty clear idea about how I will collect knowledge and transform it into useful information.  I am creating the slides to express my message.  I have a plan for topics which are not covered due to constraints.  I have a list of 'challenge questions' to push the audience.

Next, I will rehearse the workshop.  I will stand in my office and give the workshop... in real time (I will actually rehearse what I am doing during group work for the 3 hours).  I will rehearse the contingencies and I will make sure that the various possible activities are time neutral - meaning they can be replaced without affecting the constraint.  I will rehearse collecting ideas.  I will assess the rehearsal based on the audience profile and survey responses.  Additionally, I will focus on the instructions.  I will rehearse giving the instructions for each task.

This rehearsal will continue all the way up to the event... on the train to Cologne... in the taxi from the train station... in the few minutes before the event.  The goal of the rehearsal is to be completely comfortable with the chaos of giving up control.  Inevitably, the participants will surprise me... but hopefully I can rehearse 90% of the contingencies.

Yes, this is the same as my training.

Back to revealing the wizard behind the curtain... I have recently pulled it back even further in the context of socializing.  My participants often say they need small talk and socializing (I distinguish the two).  They are also amazed at how easy it is for me to conduct socializing and assume it is a native speaker thing.  I now deal with the fact that the language is not the constraint for socializing, it is cultural and personal.

I recently said to participants (in a group).

We have talked before that trust is built on competence and character.  We also know that building personal relationships is important for making communication work.  The same is true for us.  I want you to trust me and I think a personal relationship will make learning easier.

When I came here today, I thought about you.  I thought about your daughter because you said she was preparing for her A-Levels.  I thought about the small talk.  I said to myself, "I should ask about her daughter."  I thought of sentences to ask like "So, how did the A-Levels go?"

Joachim, you told me last time that you were planning your honeymoon.  I came prepared with questions about your honeymoon.

How did that feel for someone to remember what you told them and ask about it?

So, in the spirit of the workshop... how can you make this an activity?  Would you like to write a comment?

Planned flexibility... the method of the workshop and perhaps a few tips for trainers.  If you haven't registered and you'll be in the best city in Germany on August 23rd, please come.  I can't promise excellence, but I'll do my best.