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.

Event website

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.

The Late Winter Doldrums - A Journal Entry

I hate routine.  I feel uncomfortable when I sense that things are becoming stale.  I like the creativity dial to be turned up to 11.  Yet over the last month, I have the feeling that I and my participants are just going through the motions of teaching and learning.  I feel the learning has stalled a bit and participants are leaving the training underwhelmed by the interaction, engagement, and challenge.  Like many trainers, my gut reaction is to simply blame myself for delivering poor training.

The main purpose of this blog is to help myself get out of situations like this, reflect on my training, set priorities, connect with others, and drive myself to do better.  So today I will give a report on yesterday's training and hopefully identify ways it could be better.

Context

On Tuesdays, I have a full day of training at the research and development department of a manufacturer.  The project is quickly approaching its two-year mark and has been extremely successful in terms of progress, value delivered, and participation among the employees.  The training day is built around 5 one-hour group sessions with similar language levels.  The overall ability of the department is very good and my groups range from B1 to C1.  Additionally, I have introduced special mixed-level 45 minute sessions for secretaries and technical English vocabulary.  Finally, the project includes some time for individual or small group coaching and general support for English communication.

After such a long time, I am so familiar with the business and internal processes that I often know more about the organization and current events than the individual participants.  The classes provide a knowledge sharing function (both among participants and between groups) as well as a tool for building communication competence.  I am treated much like a co-worker.  It has become very comfortable, but comfort also breeds laziness.

My day...

I started the morning at 6 am to brainstorm the lessons.  I read the class notes for the previous two weeks, looked back at the training report for the last quarter, and entered a few tentative topics for the day's sessions.

I arrived at the company at 7:30 and set up in my morning conference room.  Luckily, I was able to meet and talk to an American employee who handles documentation with American regulators.  I have been trying to pick his brain for the last few months about how the company communicates externally in English.  Because of regulation, there are many written and unwritten rules about drafting documentation.  For example, the company must make sure that it does not make unsubstantiated claims in brochures.  Specific wording is required and some words are taboo.  Finally, documents cannot bend the truth, and must not raise questions among regulators.  My goal is to ensure that I am training language correctly and not teaching vocabulary or phrases which might cause regulatory problems.  We had some small talk and arranged to meet another day so he could give me some resources and I could find out some of the issues the department faces in internal and external documentation.

I also stopped by the project sponsor's office to say good morning, find out how he was doing, and let him raise any issues about the training.  After a few minutes of small talk he asked me about my reservation for the conference room.  He had a supplier meeting and was having trouble finding a place.  I said I would talk to one of the admin assistants and see if my back-up room was available.  If so, he could use mine.  He told me not to worry about it and that he thought he had another solution.  Finally, he mentioned that one department wanted to add several employees to the project and that he might have to clarify the issue.  Then we talked shortly about how it is a good sign that people want to join the training because it means the employees are talking about how useful the training is (this is covert customer relations and feedback).

A cup of coffee later and it was 8:00 - time for a 45 minute session on technical English.  Recent sessions had been around software development and testing.  On this day, I brought my toolbox from home.  A very simple lesson with only one participant.  The session is open to all and optional.

1. The participant pulls out a tool and we write the name on a note card.
2. We talk about different versions of the tool and add them to the note card (internet helped here).
3. We talk about the last time they used it and what it is used for.
4. The realia causes questions about similar tools and related vocabulary.
5. Repeat.
6. We collect the note cards.  I read a card and the participant holds up the tool.
7. I give the note cards to the participant, they read the cards and tell me if I hold up the correct tool (sometimes I am right, sometimes I am wrong).

Despite the high level of the ability in the department, they often lack such general vocabulary.  Several have asked for help in this area.  For example, hammer and nails are easy, but most do not know wrench, pliers, insulation tape, or drill bits.

At 8:45 the first level class began and there was a quick good-bye and hello.  The B1-B2 participants took their normal seats in the classroom.  This is by far the class I am most proud of.  Five of the six participants came to the lesson and attendance is always excellent.  They are unbelievably smart and inquisitive people (this goes for the whole research and development department).  Over the last two years they have made so much progress that I am left in awe at far they have come.  The lesson time is great, they all use English in their jobs, and I think the training has been quite good.

This lesson, however, was a complete failure.  They have a coursebook (Business Result Intermediate) which we almost never use and by now is too easy for them.  But I decided to use it for a lesson on presentations.  We did the opening exercise about a company mission statement, listened to the model presentation, did the comprehension activity, and then finished the key phrases activity.  By that point, eyes were glazed over and I had lost them.  This was Charles going through the motions.  Everything about the lesson was too easy and I could see it going south the whole way.  I could feel the groan when I said, "Turn to page 78."  The intro activity failed to generate any comments, and by the time they heard my computer say, "Audio fifty-one," they were barely listening.

Here's my problem with this lesson and this group.  First, this was the third lesson of the last five which has included listening (or watching).  They want to speak and if my computer speakers fill the space, there is not any for them.  Second, the time is so short that if I try to use a typical teaching workflow, I do not really have time for much small group or pair work.  Thus, the speaking becomes teacher to learner.  I assume too much of a dominant presence in the room.  Third, they asked to work on presentations but I am constrained.  The lesson does not really offer enough time to prepare and deliver a presentation in the same lesson.  Self-study is near zero so I cannot expect them to prepare something outside the class.  I tried that last year, they discussed and decided on the topics, but it never materialized.  They just felt guilty and I needed to change tactics.  A few weeks ago they gave a spontaneous talk to introduce themselves, describe their department, and finally to explain their experience.  These went well, but they were too short and I want something more complex.

This book lesson included adjectives to describe a company.  To try to save the lesson, I asked them to find adjectives which described companies like Ikea and McDonalds.  I then set them the task of creating one slide with adjectives for a company and presenting it to us next week.  Let's see what happens.  I need to do better.

At 10:00 it was time for the next group, a C1 group of three participants.  As a side note, I have problems with level binning under the CEFR and I cannot really tell where C1 stops and C2 begins.  Let me put it this way, these participants are so good that I have a very difficult time figuring out what to teach them.  The easy way out would be to focus more on communication skills but they are also such expert international communicators with immense emotional intelligence that perhaps they should be teaching me (and often they do).

On this day, two of the three attended with one woman on vacation.  We are currently in the middle of a project to deliver a workshop.  The group consists of one mechanical engineer, one software engineer, and one project coordinator.  Thus, we devised a simple project in which the project coordinator would lead the planning and organization of a workshop with the two engineers giving presentations on new technologies in mechanical and software/hardware engineering.  The 'audience' of the workshop is a group of doctor candidates at university and their goal is to collect ideas from these researchers on how the company can use breakthrough technologies to drive innovative solutions and products (we are assuming the naivete of PhD candidates).  We have a hard deadline for the workshop because the project coordinator is pregnant and we want to finish before she goes on maternity leave.

Unfortunately, the software engineer could not bring his laptop to lesson so we could not discuss and finish writing his presentation.  So instead, we started talking about his upcoming business trip to Paris to a customer and the difficulty of meeting customer expectations for high-end products.  During the discussion, I picked up on the response, "I fully agree," which did not sound natural.  Many of our lessons feature collocations and phrases to help them sound more like native speakers.

In this case, I pulled up Just the Word on the projector (we do this often) and identified several collocations with agree including entirely, generally, and reluctantly.  Next, I turned the conversation to performative verbs.

Another tangent... For me, the debate about English as a Lingua Franca is largely settled.  It clearly exists and I am quite certain of what it is.  For me, the question was closed after watching Mark Powell talk about Lean Language.  In fact, this video helped make me the trainer I am (good or bad).  I still have not found a more valuable and worthwhile resource for teaching.

Here is Part 1... you should really watch all five parts.

Second, Chia Suan Chong interviewed Vicki Hollett a couple of years ago on ELF in which she mentioned performatives between NNSs.  Sadly, I have since lost my other sources on this element of NNS interaction.  But my observations of written and spoken international communication have always confirmed that using words like suggest, apologize, agree, propose, and invite are valuable to international communication.  They can often be a short cut to developing functional language.

So, I told the participants that these verbs can be very useful when speaking with other countries, but they may be used less often among native speakers.  We pulled up a teaching website (nicely British) for phrases to agree and disagree and compared the use of functional phrases.  At this level, they should be able to use to both and adapt their language to the ability of the audience.

One participant then asked me if I could tell the difference between a NS and NNS author when reading a text.  I told them that I could nearly always distinguish a German author because I knew the language, but that their level was so good that sometimes I could not tell from their writing.  They had recently written presentation abstracts and 75-word bios for their project (with NS models) and I could not tell they came from NNSs.

We then discussed some of the ways I could identify a German translation or author.  We discussed the prominent use of nouns in German and reformulated a few example sentences (we had done this before).  We also looked at the use of the passive (also common in German).  Finally, I wrote a few example sentences with endless relative clauses and broke them down into smaller sentences using the subjects this, that, and it.

Overall, I think this was very good lesson.  I felt like a language guide and I feel they left with a better ability to change their language depending on the audience, which is a key skill for them to master.

At 11:00 it was time for the B2 group but my inbox showed that only one person would be able to join the lesson.  This group is particularly difficult to plan for.  The test engineer who came would likely pick up on the fact that I ended the previous sentence with a preposition and ask whether it was allowed.  In fact, many of our lessons focus on the difference between prescriptive and descriptive grammar (thanks Scott Thornbury and Michael McCarthy!).  He is a language lover and generally believes that proper grammar is the primary measure of language ability.  He studies Mandarin in his free time and often sends me clarification questions when he senses non-standard forms of English.  Unfortunately, most of his language learning has come from critically reading formal texts and his spoken English lacks staccato sentence rhythm. It can be difficult for listeners to patiently wait for the end of a thought or sentence.  Another participant in the group has similar difficulty in spoken fluency.  The group is rounded out by a Spanish woman with great speaking skills but tons of L2 interference and a new participant looking to gain speaking practice and refining feedback.

With only one participant, I took a tried-and-tested lesson plan... "What are you currently working on?"

He told me that he is working on software testing documentation and I questioned him in detail about the purpose of the document.  With another learner I might have seized this topic and looked at improving his writing.  But with this man, whose grammar is flawless and writing puts NSs to shame, clear explanations and spoken communication are the focus.  I asked him to change places in the room and for him to take the whiteboard.  I asked him to please draw and explain the process of the document.  What is the trigger for writing it?  What is the approval process?  Who reads it and why?

This placed him completely out of his communication comfort zone.  First, he is less aware of the non-linguistic aspects of communication such as visual aids and body language.  He is not used to creating a visual representation of thought and would prefer to simply rely on words to convey his message.  Twice I had to ask him to draw what he meant because I couldn't understand (keep in mind here that I have been working with the department for years and I am very familiar with internal processes and documentation).  Second, he is not adept at eliciting or reading feedback.  He does not include feedback questions and generally has trouble reformulating explanations.

My feedback was much less on the language (only a few lexical gaps) and much more on structuring messages and making things tangible.  I told him about the importance of examples, but left the visual representation topic for another day.

However, he expects language input and as a Business English Trainer, I am focused on giving it.  During his spontaneous talk he continually used the passive.  At lower levels I would praise this usage when describing a process.  But for him, he is simply overusing the passive and the sentences lack meaning.

Below is my 'board' which was in MS Word on the projector screen.  I wrote his passive sentences and the italics show his reformulations.  The reformulations might not be perfect, but the lesson is to reduce the passive voice.

At 12:00 I began my one-hour lunch break.  My wife and I are inching toward buying a house and we are seriously considering moving to a town in which one of my participants lives.  But not only the town, but also the same street.  So, I personally wanted to find out what it is like to live there.  I visited her desk and we had a half-hour conversation about the town (in English of course).  She is a B1 level and she likes to talk about her new house and her hometown.  We talked about land prices, lots for sale, directions, advantages and disadvantages, etc.  It would be nice to categorize this as a lesson, but let's be honest... it was just us talking (I was happy she asked many questions).  She did get speaking practice and the chance to use some functional language, but I was really just curious about the environment (I am also hesitant about giving feedback when colleagues can hear).  She loved it, I was very happy to get the information, and it is great to have such chances.  I ran to the canteen for a quick lunch and starting thinking about the afternoon sessions.

1:00 - It was time for the lowest level group of the day, B1.  Like the morning group, these participants have made great progress over the years.  I must remind readers that although two years seem like a long time, we are only talking about 60-70 total class hours over that period.  This group, like the B1+ group in the morning, has a bit more structure than the higher levels.  I generally approach things more systematically, but I am also very flexible to participants' just-in-time needs and communication issues.

I had planned a class to have a status update meeting.  We had had a listening lesson with phrases a few weeks before and I wanted to encourage them to apply what we had learned.  But the rule of thumb is that when I plan something, the participants bring something else.  If I don't plan, they bring nothing... go figure.

One of the weaker members of the group came in the lesson talking about a discussion with a German supplier which was frustrating.  I let them discuss the issue in German for a few minutes (she started in English but quickly changed to L1 because she was so wound up about the issue).  When I am teaching, I am always looking for topics like this because they are real and known.  If you have read my post "I Only Have One Lesson Plan", you will know that I am always seeking moments when I can capture the topic and turn it into relevant training.

But let's analyze a bit what was happening in the classroom at that moment.  First, I think she was quite concerned with her image to colleagues, suppliers, and even her trainer.  Her written English is well above her level and she knows it (plus, I've told her).  She does not like my visits to her desk or speaking in class because (I think) she feels mistakes might embarrass her in front of others.  In the group, she is the only person who is still unwilling to take risks and make mistakes in the search of learning.  Second, she came into class with something on her mind and she wanted to tell her colleagues about it.  She was proud of how she had handled the situation.  Third, she had attached emotions to the story and she really wanted to communicate what happened.

My thinking was to let her finish, let her tell her story in German.  Let her shine and get praise from her colleagues.  Cutting her off or forcing her to speak English would only have caused frustration.  I need her to feel accepted and comfortable in the group.  I need her to speak!  Listening to her story I realized that she had all the grammar to tell this story in English and about 75% of the vocabulary.  But she needed scaffolding and time to tell it.

Here is where I made the wrong decision.  Instead of giving her the opportunity and structure to formulate this story in English, I took another route.  First, I told her that I did not understand everything she had said (a lie) and I asked her clarification questions about the story.  Specifically, I asked questions which targeted specific lexis, "What does the supplier make?" [looking for the word cabinet].  This is simply bad training.  It is completely unfair to ask participants to produce words I know they do not have with the hope that they will somehow emerge with some Pavlovian bell.  I have watched other trainers do this and reminded myself not to fall into this trap.

During the story, she raised a common topic within the group - people who do not respond to emails in a timely manner.  This was my second mistake.  I decided to focus on this subject and work toward phrases for making suggestions.  This was TEFL pure, I pulled out a function from my portfolio and not what they immediately needed.  This is not to say that making suggestions is not useful, but taking the lesson toward simple negotiations would have been better.

Why did I choose this topic?  Because I am horrible at responding to emails.  I have been working on it for years but I do not seem to be getting any better.  I made the lesson about me and that was a mistake.  It should always be about them.  In fact, I am wondering whether all the lessons for this day were more about me and what I want than about the participants and what they want.  I need to listen more carefully.

So, we discussed as a group our frustrations about people who do not answer emails.  We discussed how often it happened and why.  It was generally a good discussion and I was writing their thoughts on the board (adding vocabulary).  Then, I revealed that I am horrible at writing back and I feel really bad about it (again about me... arg).  Next, I asked them to give me tips on time management and handling correspondence.

Each person talked a little about how they handle emails and we stumbled across some lexical gaps like out of office reply, respond, and immediately.  They used several phrases we had seen to make suggestions and I put a few more on the board.  Time was running and I considered having them write an email to follow up when someone does not write back, but it would have taken too long.  We shared ideas on how we use email, telephone, and the chat tool within the company.  The participants were able to vent a little and discuss the issue, but I am generally dissatisfied with the lesson.  The topic has great potential and I did not use it.  Now I have lost it.  The discussion was dominated by the confident speakers.  The dynamic reverted to teacher-student and not student-student freedom.  I could have done better.

At 2:15, I was looking to rebound from two poor lessons and two average ones.  I needed to refocus and salvage my day.  But I was also battling thoughts far away from the training and was having trouble focusing on the next lesson (I'd been watching my inbox fill up all day among other concerns).  Also, the last group lesson is a B2+ group with the most inconsistent attendance.  These lessons are always a one-off and it is nearly impossible to link them because the people change so often.  Finally, I am never as focused in the afternoon as the morning.

Two participants from six appeared and I was happy to see the weakest member of the group in attendance.  He is a software testing engineer and has been working on an individual project for quite some time to develop a software requirement.  The requirement is highly political and costly and he is generally fighting a losing battle of mixed department interests.  The company works on a product development cycle and the two participants find themselves on the extreme ends of the process.  One defines the requirements for the product, the other tests the completed system at the end.  I do not need to introduce a notional information gap (like a role-play) because there is enough of a gap already.

The tester started by talking (without prompting) about how his project is going and his latest successes and challenges.  He brought up the document management process and I asked them to map the document management system over the product development process.  Specifically, this was about how the company organizes product requirements both at the macro and micro level.  This may seem like Greek to you, but I'm sure you would get the hang of it after some time around software project management.

Within a few minutes, all three of us were standing at the whiteboard with markers in our hands drawing diagrams, explaining processes and folder trees, using examples, discussing constraints and problems with the system, etc.  The two participants were sharing their perspectives from their ends of the system.  We were having a meeting.

I noted a few comments for feedback but the 'meeting' took so long that I only had time to look at collocations with suffer, cause, and face.  I corrected their usage, added a few more collocations and we transformed the collocations into different tenses.

It was not really the home-run lesson I had been looking for but I felt good about the discussion.  I was able to give some on-the-spot corrections and some delayed language feedback.  The participants were able to compare notes on a real business process and produce language they need in work.  The weaker student highlighted a few words he remembered from the stronger student.

Finally at 3:15 I had my final session of the day, a repeat of the technical English vocabulary lesson.  Two engineers came who I'd seen earlier in the day.  I pulled out the tool box and we repeated the same lesson as above.  The 45 minute session was fun (they are both women in their thirties and we laughed about men and tools, "better to have it than to need it") and I believe they picked up on the vocabulary (we'll see).  Again they were quite surprised that they did not know the words for such everyday tools.

At 4:00, I packed up... exhausted... and went home.  Typically, I would have stayed longer and visited the participants who could not come to their lesson.  But I am increasingly getting requests for support via email or chat, I needed to save a few hours.

In a quiet apartment I had the chance to catch up on the emails I had received that day including a few urgent coaching requests.  I created Quizlet flash cards for the adjectives and antonyms from the 8:45 lesson.  I sent out 'board work' photos or documents from the lessons.  I responded to all the outstanding issues and I felt good.  It was an average day of training and was not quite good enough, but I was happy.

Not so good...

So overall, the day was okay but I feel like it lacked creativity.  The participants and I are all in the February doldrums, a long way from vacation and the winter keeps dragging on.  We are not at our best and that is frustrating.  We are all stressed and tired.

If you have managed to read this long, I'll ask you... What do you think about my training on this day?  How do you shake yourself awake when projects are for a long time or things become stale?  How do you reinvigorate yourself?

The Terrain of Teacher Training

My background is military, specifically as a sergeant in the combat engineers.  I have mentioned before that much of what I have learned about training methods comes from the U.S. Army.  I find that many have misconceptions about the training and management style of the armed forces.  There is considerably less yelling, cursing and threatening than outsiders believe.  Not only are non-commissioned officers continuously trained on motivating, coaching and mentoring methods, but they are also used continuously in practice.

But the focus of this article is simply to draw connections between military training and ELT teacher training.  Originally, this was to be a comment on a recent post by Chia Suan Chong on the English Teaching Professional website.  But I quickly found that I had too much to say for a comment block.

In the article, Ms. Chong rightly states that teacher training methods fall along a continuum between prescriptive input/evaluation and a guidance-driven method based on exploration, critical thinking and creativity.  My position is that introductory teacher training should include both.  Fundamental and routine tasks should be taught and practiced to the point of 'muscle-memory'.  Then higher tasks should emphasize responding to the environment appropriately and decision-making.

As an example, let's look at how the military teaches land navigation.

Step 1 - Know Your Tools

During the first steps, the new privates are methodically taught how to use a compass and a map.  This includes testing their knowledge of marginal data on a map, symbols, colors, etc.  They are also taught to identify the ten major and minor terrain features like hill, ridge, valley, cliff, spur, etc.  They must also find accurate grid coordinates on a map.  This is very basic stuff, but also very important.  These simple skills are augmented by more advanced skills like intersection and resection to determine a point on the map from two other known points.  Finding accurate grid coordinates is the key to calling for air support, medical evacuation, sending reports and directing artillery.  These simple 'mini-tasks' of navigation are practiced repeatedly until the failure rate is near zero.

The tools of the trade.
Source: Quique251, Wiki Commons

Step 2 - Plotting a Route

This step again teaches fundamental navigation but adds in an element of critical thinking.  The privates are given a point A and point B to plot and told to draw a route on the map which will take them there.  When plotting a route there are right and wrong answers.  For example, sometimes the straight line route is the best method.  Sometimes 'hand-railing' (following a linear terrain feature like a river) is best.  Sometimes, the best route is a series of determined checkpoints which avoid impassable areas or keep the group on the best tactical ground.  The privates must be able to justify why the route is the best.  If they fail to see the problems with their route (it takes the group over a cliff, it goes through an open field, it takes too long, etc.), it is wrong.

Note, at this point no one has even stepped foot in the forest.

Source: FM 3-25.26 Map Reading and Land Navigation,
U.S. Dept of the Army, approved for public release

Step 3 - Following and Deviating from a Route

The final step is to go into the forest and actually move from point A to point B.  Using a planned route, the soldiers start moving.  At this point they are using the 'muscle memory' skills to ensure they are correctly following the route.  They are constantly checking to ensure they are on track.  In fact, during a movement, one soldier will continuously keep the pace count (how far) and another will repeatedly check the compass (direction).  But here's the thing...  The terrain is never identical to the map.

Most maps are drawn with 10 meter contour lines.  So, many small depressions, swamps and ridges do on appear on the map.  This is where the privates learn how to read micro-terrain.  They will need to go around small clearings, minor cliffs, etc.  They will also need to continually keep the group in a defensible position.  So the movement should always have places for cover (large rocks, small ditches, etc.)  The ability to read micro-terrain is life saving.  Foot patrols in Afghanistan are supreme experts at this skill.  But it is taught starting in basic training.

The key to deviating from the drawn route is to constantly know where you are... within 10 meters.  Once you have 'lost your grid' it can take quite some time to find it again and you can no longer call for help.  This is a very dangerous situation and causes the whole patrol to become nervous.

Reaching the destination is a combination of several key elements.  They properly conducted key prescribed tasks, they made a correct plan based on the terrain, they deviated from the designed route to respond effectively to unexpected ground, and they always knew where they were.

Can you spot the micro-terrain?
Source: Oliver Herold, Wiki Commons

Okay... back to English Teaching

I believe that beginning teachers should be taught how to 'navigate' a classroom.  At the beginning this includes several fundamental skills which can be repeated in a variety of situations.  They should understand various types of activities, what they are for, and how long they take.  They should be able to spot errors and lacks (finding grids).  They should also be able to identify needs at a larger level (terrain features).

Next, they should be able to make a lesson plan to navigate through the terrain.  Note, in the military we don't make a route for every footstep, that is handled in the basic compass/pace counting skills.  The teacher trainees should also learn that there are several ways to get from point A to point B but some are wrong.  The technique of hand-railing is useful in land navigation but is sometimes dangerous, just as using a linear terrain feature (a course book) is not always the correct answer in the classroom.

Finally, the live practice teaching sessions should be used to train and assess how the teacher responds to the micro-terrain of the class (emerging language, unexpected gaps, unexpected topics/wishes).  Teachers should be taught (just as soldiers are) that deviating from the route is necessary as long as they constantly know why they left their planned course and where they are.  Watching a teacher 'lose their grid' in the classroom is just as painful as watching a patrol lose their way in the forest.  They start going in all directions at once and charging up mountains to find their way.  At the end, everyone is exhausted, frustrated and confused.

So, let's teach new teachers the art of class navigation.  But here's a reminder for some... we never taught privates navigation by simply taking them to the forest and telling them to start walking.

I Only Have One Lesson Plan

Over the past several years, I have been asked numerous times to share lesson plans with other trainers.  I have no problem with this and I think it is great.  I think Claire Hart's blog (please keep it up Claire) is simply magnificent, as well as the work of 'lesson plan gurus' like Phil Wade.  I would love to be able to produce such clear and structured ideas which support the students.  So, for the past several months I have been trying to write posts about lesson plans I use in class.

The problem is I don't have lesson plans.  Or better said, I only have one lesson plan.  I recently filled up a my teaching notebook (I use a traditional spiral notebook) and I began transferring the information I needed for continuity into my new one.  Since mid-July I have had many great lessons and some which were not so good, but they all started with the same plan.  The differences were the choices I made during the lesson.

This became readily apparent to me a few weeks ago.  In one training project, I run two technical English mini lessons (45 min each), one in the morning and one in the late afternoon.  Each lesson has the same plan but they never cover the same thing.  Sometimes both are great, sometimes one is disappointing.  For example, I wrote down "Examine the electrical system of my car" in my notes, but the only commonality between the lessons were the words fuse and circuit breaker (and the difference + collocations).

So, here is my lesson plan.

Click on the flow chart to enlarge.

Let me walk you through the steps.

Step 1 - The Students Start Talking

I don't use lots of scripted warm-up activities.  In most cases, my students have 60-90 minutes in class each week and they want to talk.  Sure, there are some confidence issues at first, but it doesn't normally take long for them to come in and start chatting.  Indeed, teacher input at the beginning or framework materials can direct the topic and in some cases, I have a specific pathway to follow.  Either I have announced (or we decided) the focus of the lesson beforehand, or I have certain needs which must be covered in a specific way.

If they do not start talking right out of blocks (or the class is consistently dominated by some) I may use targeted questioning to manage the discussion.  But mostly, I want the learners to talk about themselves and ask each other questions.  Usually it works easily, but I may need to provide structure (e.g. pair discussions) to assist.

Here are some simple examples of framework tasks or targeted questioning if the students don't start talking.

• Draw a picture of your desk, workplace, apartment/house, etc.
• What did you do yesterday evening when you got home from work?
• Have you ever...?
• What do you think about...?
• I'm curious, why...?
• Let's have a short update meeting, give us a one minute update on your current tasks/project.

Of course, the possibilities are endless.  In most cases, I consider this phase complete when the conversation moves from teacher driven to learner driven (either in topic or dynamic).

Step 2 - What is the topic?

At some point, I capture the topic and start to drive the conversation in a productive direction.  I have yet to find a topic which does not afford a variety of lessons.  Even something seemingly routine and mundane can be manipulated to achieve great results.  But some connections are clearer than others.  For example, sports leads quite easily into finance.  Depending on time, I will need to capture a topic quickly and work toward a focus.  Prescribed warmers, framework materials, and immediate input activities (like an article) will, of course, help drive a topic, but I prefer to let them express themselves freely.  I tend to remember that they have just left their desks and are looking forward to a few minutes of relaxation.  Constraints on the conversation may only cause negative feelings.  I am prepared to leave 15-30 minutes to finding a topic.

Step 3 - Determine the focus of the lesson

Once the topic has been captured, I will select a focus of the lesson.  This is not a lottery.  I have genuine expectations for the learners to improve and I have a duty to the customer to provide effective training to improve job performance.  I will quickly weigh three factors in determining the focus of the lesson.  Part one are the needs (and/or lacks, as Jeremy Day calls them), part two are the expectations for the training and lesson, part three is lesson continuity.  Depending on the situation, I will balance these factors.

For example, if it is an unusually stressful time in the company/department, it may be best to limit the demands of the lesson and take what you can get.  If the company goals trump what the learners expect then the training will have a different focus.  But note, this does not mean changing the topic, simply driving the lesson toward a tangible goal.  So, I have seven types of lessons which also determine teacher talking time and the quantity of input.  I prefer to continuously change the focus of the lesson and I feel uncomfortable (as do the students) when the class repeatedly follows the same pathway.

Step 4 - Focus on Language

Once I have selected the focus of the lesson, I have taken control of class.  In other words, 'We are going somewhere, and I'm going to take you there.'  The question is then, how are we going to get there?  What is the method?  The method often depends on my calculation of resources.

Here is a summary mind map of the resources I consider.

Click on the image to enlarge.

Part of this is a complete understanding of what resources are available.  As we remove each resource from the equation, we constrain our ability to design effective exercises.  If you have everything mentioned above, the activities are endless.

This is also where methodology comes into play.  For example, I may use a TTT, PPP, or guided discovery method to teach grammar.  I may focus on collocations for vocabulary.  Sometimes I even switch to the Silent Way mid-lesson.  In some cases, I may even get the idea that we should just keep chatting and have a mainly conversation class punctuated by occasional feedback interludes.  But this is not the default setting of the lesson and I'll often clarify this with the learners, "I get the feeling everyone is a little tired from work, is it alright if we just keep talking and I'll give you some feedback?"

From this methodology and resources balance, we'll have role plays or listen to a recording and dissect the language.  It all depends on the three factors.  This is why no lesson is the same.  Note:  I almost always ask the learners to design their own role play.

Example Lesson

A 90 minute lesson with tax consultants (B1-B2).  They had talked about the need to understand contracts in the previous lessons.  The learners have different offices, some work in the consultancy offices and some have offices embedded with a major client.  These students travel to the consultancy offices for the lesson.  One of them arrives in class with a giant stack of papers (possible resource!).

I am curious about the stack of papers and she tells me that it is training material in German (damn!) about recent tax law changes (topic?) and she has to learn it.  I ask if she feels 'out of the loop' (boarded) because she's away from management.  After a few minutes the conversation centers around the 'milk issue'.  When you work at the consultancy, coffee (plus milk and sugar are provided), but they have conflicts when using the milk and sugar at the client (coffee is negotiated and paid by the consultancy).  I recognize a prime a topic here (free coffee and the office kitchen are perfect for a variety of lessons).

I capture the topic and set a focus.  "That is interesting.  Okay, today in the lesson we are going to write a contract for the use of the kitchen and the 'milk issue'."  I have several resources.  First, the learners have probably read more contracts than I have.  I know register.  We have the internet so template/example contracts are searchable but printing is difficult.  I have a whiteboard with five markers.  Four are dry, so I have one color.  One learner has paper but no pen (I have an extra).  There are four students so pair work is possible without an obtrusive trainer.  I don't have a private space so while a negotiation might be nice, there is no real place for the two pairs to prepare.

I elect for a scaffolded approach to the productive skill (well, it is actually a receptive skills lesson through producing the language).  I say, "Okay, before we write the contracts, I'd like to give you a little support because contracts use a specific language."  I have 60 minutes left so I am looking at a limited scope, mainly focusing on word choice when changing register.

Input Segment

I point out the word shall.  Shall has different meanings between everyday British English (which the learners had in school) and contracts.  Shall = should + will in everyday English, but must in contracts.  A big difference.  I bring up a template contract (actually my rental agreement for my condo in Washington DC) to show how shall is used in contracts.  This reinforces the point.

Discussion Segment

I point out that shall is a signal word in contracts and I rely on their experience in contracts to find more (and to gauge their ability).  I am looking for words like guarantee, continuous, unobstructed, etc.  They offer a few, I offer praise.  We clarify, with the learners explaining meaning, and move on.

Eliciting Segment

My estimation of their language is that they are fairly proficient in socializing and that they struggle when they have to increase their professionalism.  On my list of needs is switching register and tone to speak to clients.  If you have read my blog before about need analysis, I create a table of needs instead of a linear pathway.

This topic and focus creates a great opportunity for addressing word choice to affect register.  I pull up an old PowerPoint presentation (actually, I disconnected the computer and pasted the table into the client's template) which had everyday informal words on one side and a blank column for formal words on the other.  For example, give = provide (this approach was inspired by the The Business coursebook from MacMillan).  I wrote down in my notebook that we should look at the Open University video on French influence later.  I also wrote the word 'Leo' because Leo Selivan has covered the various lexical layers of English in his talks.  The students are tasked with giving formal words with similar meanings.  The pair compare results and I add a few missed words (e.g. get = obtain, acquire).

Production Segment

Okay, I have 30 minutes left and it's time to get writing.  The students write the contract in pairs, I check it over their shoulder for accuracy, they read it aloud to the group.  I board key words like aforementioned.  We rephrase a few sentences by comparing and contrasting.

Done... its all about milk (which costs €.52/L but has an immense emotional value).

Step 5 - Transfer Design

I have become convinced that it is important to explicitly highlight how the lessons can be applied to the job.  During my talk at the BESIG conference Stuttgart on need analysis I said, "The learners don't know what they don't know."  I similarly believe that "The learners don't know how to use the lessons unless you tell them."  I like to end the lesson with a short reflective session on how the vocabulary, skill, etc. can be used in their job.  This is tantamount to commitment and I often record this in my notebook.  I may check up on this transfer in a later lesson.  In other words, this is part of the continuity factors when deciding the focus of the lesson.

Step 6 - Check on Learning

I like to have a review session at the end of the lesson.  In general, I expect that if I teach it once, they learn it.  Of course, this is completely unrealistic and I did not start out this way.  But I found that the students themselves felt guilty if they could not give the learning objectives of the previous lessons and said "Ach Scheiße!" if I corrected them on a mistake we had covered.  So, I expect the highest of standards.  If it is written on the board or sent via email in a PowerPoint... it should be learned.  I am understanding, but I don't let them off the hook or justify their non-performance.  If it is something I have covered repeatedly with one learner I will put them on the spot in front of the class.  Granted, it is wrapped in humor and rapport.

But the last phase is to check that they learned.  They will often say that they will apply the lesson (response bias) but fail the quiz at the end.  My most common method is to remove all supports (erase whiteboard, turn off projector, put away notes) and ask them to summarize the lesson.

Here are some example questions:

• "Joachim, give me one word you learned today."  Then go around the class... it becomes progressively harder.  Periodically challenge other factors of understanding (register, spelling, etc.)
• Use higher cognitive levels of understanding (Bloom's Taxonomy of verbs will help you devise questions).  "Sophie, what is the difference between Thanks for calling and I appreciate your call?"
• "Okay class... I've erased the board.  Andreas, please come take the marker.  The class will help you recreate everything on the board."  

So, that's it.  That my lesson plan.  I wish I could tell you that I control what happens in every lesson, but I am simply a guide to the language.  I can only selectively direct each session to meet a specific need or expectation.  I would hesitate to say my approach is dogme because my default setting it attain maximum value, which I question about totally free-form teaching.  I still follow traditional teaching methods like task-based learning, but within the context of learner content.

I cannot give you lesson plans... I can only give you lesson reports.  They are quite different.  Sorry.

Widening the Feedback Channel

Let's talk about feedback.  Without question, Business English Trainers are dedicated to feedback.  We understand it as a valuable part of the communication process.  We attempt to instill it in our learners by giving then useful phrases for obtaining/giving feedback as well as the benefits.  In many cases, our lessons are largely feedback driven.  We observe the language and interject to provide linguistic input for clarity, style, and meaning.  Giving effective feedback is one of the crucial elements of being an English Teacher.

Sometimes we distill this skill to 'error correction', but any trainer can tell you that feedback is much more than simply 'mistake hunting'.  I see that I have not blogged about the '4 Levels of Listening'; perhaps I can do it soon.  In the meantime, you can look at a professional development workshop I ran last year which mentions the topic.

Surprisingly, what I see is that trainers are quick to preach feedback and reluctant to take it.  This is understandable.  Easy to say, harder to do.  Negative feedback hurts.  After all, we have worked for hours to do our best only to find out that our effort was wasted.  What an insult!

But I follow the words, "Feedback is a gift."  As I move forward with a few long-term projects, widening the feedback channel is vital for helping me design and refine engaging and productive lessons.  I have learned to crave negative feedback and integrate it every step of the way.  Honestly, positive feedback is less important to me because I walk into most lessons thinking that the agenda is truly engaging, helpful, and worthwhile.

Here are a few methods for obtaining valuable feedback.

Feedback Trading

At the end of a lesson, say that you will give feedback on their performance if they give you the same.  Typically this is written and often involves a structure.  For example:

I will give you three focus areas for you to work on in English communication.  You give me three things I should do as a trainer to meet your expectations.

This takes about 15 minutes and with larger classes some preparation may be needed.

Flip chart - keep/change

Draw a t-line on the flip chart.  On the left side write "keep" and on the right "change".  Ask the learners to tell you what elements of the training we should keep and what elements we should change.

For example, in my recent classes I have found that they want to keep the variety of the lessons and the feedback-based instruction.  However, they would like to read more articles and play Taboo.  No problem... I introduced more reading/internet searching into the class and we play Taboo for 30 minutes once a month (I bought the real UK version on Amazon).  Attendance is higher than before.

Meet one-to-one

To be honest, this is most difficult method of feedback.  First, learners do not like to tell the trainer bad things.  Maybe they do not have the learning experience to even make a comment.  Second, it lacks the anonymity of written feedback.  Third, they are unaware of their peers' expectations of the course and hesitant to impose their demands on the group.

However, when handled properly, individual meetings can provide key insights into what is going right and wrong with a course.  These are particularly valuable after an extensive time with the group (when they know the group dynamics).  The key for the trainer is implementation with confidentiality.  In other words, when you change something, make it look like a pedagogical idea.

-  Learner desires a traditional and structured approach to learning
-  Trainer: "I know we don't normally do gap-fills, but research show that they are useful for remembering vocabulary.  Here is a gap-fill I created, you have five minutes to complete it."

Important:  When you receive negative feedback, do not attempt to justify your actions... just take it.  Stand there, nod your head, and take it.  It hurts sometimes.  You can direct the conversation to another person, "Jim, what do you think?" but you should not answer.  Write it down and think about it.

Colleague status

This is clearly limited to certain courses and special environments.  But this is the goal of every group I teach whether in one department or from diverse groups.  I want to build trust to the point that we can talk openly about every element of the training (and the business).  The colleague status is developed by combining the three in-class methods mentioned above plus regular communication, dedication, and common goals.

The hardest part of my job is convincing them that my satisfaction comes from watching them succeed (in fact, the most student I lose are those without goals).  I truly believe that if your inspiration is entirely self-serving, then you will never be able to deliver the service needed to maximize value added.  But this convincing takes time.  It is not an approach they are used to.

This means regular engagement with the learners to find out their problems, help them through them within the business constraints, provide accurate input at the time of need, etc.  In essence, value comes from being an integral part of their work life.  Running off copies and preaching about the Present Perfect Continuous does not normally do it.

Once feedback is constant in both directions, you will find the the glass doors to the person/business open wide and lead to immense value added.

Conclusion

While I have discussed three feedback techniques, the final element of colleague status is truly the pinnacle of excellent training and customer service.  The first step is that we seek, accept, and finally crave feedback from our learners in the same way they desire it from us.  It can change the entire dynamic of a class or project and considerably impact contract renewal and wages.

Giving Learners Control of Skills Training

As I am sure everyone is aware, there are two types of grammar:  prescriptive and descriptive.  Prescriptive is a set of rules which standardize grammar and determine whether something is right or wrong.  Descriptive is a study of language as it actually is used to deduce a set of grammatical commonalities.

It looks like most teachers agree that teaching the descriptive grammar is more useful for the learners as communication trumps some arbitrary form of correctness.  Why, then, are we teaching prescriptive skills?

Prescriptive Skills

There is no one right way to lead a meeting, give a presentation, engage in a negotiation, write an email of request, and so on.  Research on discourse and the field of pragmatics help show something we already know... we change our language as we perceive the situation.  This goes way beyond register and whether something is formal or not.

Some have argued that language teaching should be more contextualized to ensure pragmatics are included and students gain the skills needed to alter their language to fit discourse.  This makes perfect sense.  But sometimes I see materials which have "Key Phrases for Meetings" or how to write a formal complaint.  This, however, adds a certain set of prescriptive rules for communication which may not always be appropriate.

A classic example of this are dialog structuring activities which allocate select phrases to students A and B to be used in a 'language flowchart'.  The context is provided through detailed role-plays and case studies.  But often I feel that these violate my "Train as you Fight" motto I picked up in the military.  In other words, the training context should be as close to real-world conditions as possible - modified only for ability.  This same approach is echoed repeatedly in other training fields when they discuss transfer design.

"Take this three times a day to cure bad meetings."

Descriptive Skills

So, if the intent of skills training is to introduce as much realism as possible, it is best that it includes contextual concerns.  This includes culture and relationship of the interlocutors, the communication conventions (e.g. structure, templates, etc.), intent, and desired perception.  When we add all of these together, it is clear that there is no one best way.

The problem is the complexity of all this.  How are we supposed to find resources for all of this information? How can we possibly create a list of phrases for meetings in every context?  This would be simply unworkable.  No doubt we as a profession have tried.  One day, I would like to compile all the useful phrases for small talk in my library and see how we are doing.

Hard to describe but it looks like art to me.

The answer is two-fold.  One, we have to accept complexity.  We have to understand that by describing something we inherently limit it.  By describing an effective presentation, we make all the other methods wrong.  So what happens if one week we do presentation training and the next week we watch a TED talk?

The second part of the answer is accept that we don't know everything.  The key to skills training is the students themselves. They can quickly offer all the contextual information we need and tell us what success looks like.

Elicited Rubrics

A key element of performance-based training is the assessment rubric.  I have written a bit about performance assessment in two earlier posts (lessons from the military and assessing quality).  Judith Mader has done extensive work on performance-based assessment in the field of pre-experience learners.  She's even written a book about it.  At the heart is designing a list of criteria and then evaluating whether the student met each of those criteria during the task.

For example, a very simple performance rubric might look something like this:

Note:  This is prescriptive...

So, my goal in skills training to develop a rubric which will not only assess the training event, but also give the learners a series of steps to successful fulfill the task.  It also provides ample room for teacher and peer feedback.  These rubrics can be extend to the right to include grading scales and exact performance measures.

Here is an example from a university for a written paper:

So, how do we create rubrics without assuming too much about context?  The answer is sitting right in front of us.  They know the interlocutors.  They know the context.  They know what they like and don't.  Let's ask  them.  By having an introductory conversation about the skill in context we can define the performance criteria together.  Furthermore, they have a stake in the process and are more likely to provide constructive feedback and transfer the skill to the workplace.

Lesson Idea 1 - Email to Request Information

With this B1-B2 class I had already conducted a needs analysis based on the communicative event, so I knew that requesting information from fairly distant colleagues was a common task.  The lesson was only 60 minutes so I needed to keep the frame fairly small.

I started the lesson with 10 minutes of small talk and catching up.  Then we came to the point.

Today we are going to write an email to request information.  You have just received an Outlook invitation for a meeting in Munich on May 29th (Munich is about 2 hours away).  You recognize the name of the organizer, but you don't know him.  We are going to write an email to find out more about the meeting and if we should accept.  I haven't included more information because I want you to fill in the details.

Then I created a mindmap on the board with "Request for information" in the middle.  Above it I wrote "Preferred" and below I wrote "To avoid".  We started by discussing things that should be included in the email (preferred).  We then added items which should be avoided.  As the moderator of the discussion, I made sure is encompassed linguistic as well as topical issues.

Then, they wrote the emails and I wrote one as well.  I ran to the copy machine and make copies for everyone.  While they were reading I marked the emails for corrections.  We then compiled phrases used by the various students to be used later.

This simple mindmap exercise can be done with any communicative event.  What makes a good meeting chairperson?  What should they avoid?  What is good when describing a presentation graphic?  What should we not do?  The teacher can help break it down to sentence level if needed.  But it is important that they provide the contextual information.

Lesson Idea 2 - Presentation Rubric

Above you have seen a prescriptive rubric for a presentation introduction.  I have also made such charts with the class.  Below is a lesson example from a tax consultancy.

Today we are going to practice starting a presentation.  You have been asked by the company to give a presentation to your client about new regulations on value-added taxes in Germany.  You will have to inform them about the changes so that you can file the VAT returns quickly and correctly.  Today we will practice only the introduction of the presentation... what you will say at the start.  So, let's start by talking about what is important to have in this introduction.

After the conversation, the rubric looked like this.

So, as a trainer, I knew what to listen for.  In this case, I actually put this rubric on the projector (I had a flipchart to brainstorm and projector to record) so that the small groups could give peer feedback.

Conclusion

At the end of both of these lessons, I left ample time for feedback and a chance to discuss what had happened during the training.  These rubrics can also be used for review or building to a larger task.

Prescribing a most effective way is not always bad.  Indeed, I use it often for certain groups.  For pre-experience learners there is little alternative.  For wide ranging need sets, it is sometimes acceptable.  And I will also use it for remote training (e.g. eLearning and email coaching) where feedback is not possible.  But this type of training is the lowest common denominator.  It should be better.

The point is, if we profess to know the best way to perform a business skills, we place our learners at a disadvantage.  Just like a prescriptive grammar teacher creates students who cannot operate in the real world, we can do the same with skills.  We need to accept the complexity of our learners' world, acknowledge that neither we nor our resources know everything, and let our students define the context.  Using the communicative event analysis provides us the tool for developing the framework materials, but it is up to the learners to take that step further to outline the rubric.  Naturally, the trainer is contributing every step of the way, but leading by questions... not by prescription.

Four Groups... One Long Lesson

A few weeks ago I held a live session on needs analysis for the EVO Designed for Business course.  The course is designed and moderated by some of the most talented trainers I've ever met and it was an honor to be involved.

During the live session, I talked about a common technique I use when the needs of the learner aren't necessarily aligned with what the organization would like to see in the training.  To facilitate both I simply change the context of the task, but not the task itself.  This is nothing new; course books do it all the time.  For example, instead of making arrangements for a business meeting... we make arrangements for a barbeque.  The learners get the 'break from work' so many are looking for, and they are still learning the language and skills needed in their jobs.

However, because I almost never use course books, I instead look for simple things in the learners' lives to exploit for skills practice in the classroom.  During the live session I gave the example of the May Tree, a tradition here in Bavaria.  You can find the live session recording here.

To follow up, I'd like to give an example of how this is scalable to various classes.  In this example, I have taken a different point of view on task based learning.  Instead of one class completing the task over several lessons, various classes work on the task in sequence to complete the overall project.

Lesson Plan:  The Glühwein Stand (Mulled Wine Stand)

Class 1 - Intermediate, 6 Students, 60 min
Objective - Proposing ideas, giving justification, describing purpose, agree / disagree

I explained the task that today we would plan a glühwein stand for the city christmas market (this class was in early December).  The profits would go to charity.  Each class throughout the day would use the work from the class before to take the next step.  For this group, the task was to identify all of the resources needed to start the stand.




Source:  eltpics, @jeeves_ http://www.flickr.com/photos/eltpics/8197827162

The learners were all given stacks of note cards and told to brainstorm all the things they need.  Write each resource on a different card.  Then they created an affinity diagram in the middle of the table and assigned the resources a catergory name like "Equipment", "Staff", "Materials", "Documentation", etc.

Throughout the lesson, I offered feedback, injected useful phrases, highlighted vocabulary, etc.

Class 2 - Upper Intermediate, 3 Students, 60 min
Objectives - Clarifying, vocabulary for regulations, collocations, syntax, and brevity

At the start of the lesson I gave the group the stack of note cards from the previous group and asked them to 'recreate' the affinity diagram.  The group asked me questions to clarify what the cards meant and the categories.  I recorded and added clarifying phrases on the board.

I then told them to focus on the legal aspects of the stand.  What authorizations would be need?  They researched the information (in German) on the web and had to explain it in English (a common task in their work).  On two websites, I asked them to translate particularly complex sentences, identify collocations, and condense sentences.

Their final task was to create a list of steps to be completed in order to get city approval for the stand.

Class 3 - Pre-Intermediate, 6 Students, 60 min
Objectives - Asking for opinions, stating opinions, saying numbers, talking about budgets

The lesson fit perfectly with the previous lessons in that we has just practiced numbers and talking about costs.  This group was given the note cards from Class 1 and given the task to create a budget for all the resources.  How much do the cups cost?  How much does it cost to rent / buy a stand?  Etc.  Feedback... naturally.

By the end of the lesson they had a catergorized budget on A4 paper.  I ran to the copy machine for the next lesson.

Class 4 - Intermediate, 7 Students, 60 min
Objectives - reach an agreement, discussion options, formal emails for assistance

Finally, each student in the last class was given a copy of the proposed budget from the lesson before.  Their job was to create a profit projection and determine how they could make the most money.  The charity wanted to know how much in donations they should expect before approving the project.  I turned over the white board to one of the learners and got out of the way.  During the discussion they decided that the best way to save money was to ask for volunteers and donations of equipment.  They made a profit calculation and make a list of people / organizations to contact for support.

A natural follow up task was for them to actually write the emails for support.  Each student was given a different contact person and they had to request a donation for the stand (equipment, volunteer support, etc.) or authorization from the charity and government (from Class 2).

By the end of the day I was able to write an email to all of the students and tell them how much money we would donate as a result of their work.  The feedback was great and several suggested that we acutally make it a reality.  I guess that would have to be another lesson.

They used the functional language needed in their work, but the context was something taken from their personal lives.  Combined with doses of feedback... the lessons were very student led and had minimal teacher talking time.