10 Things you should learn when starting Business English training

Just doing a little Sunday blog catch up when I came across Rachel Dew's report from week two of her CELTA training in Berlin. It was interesting for me because she is attending the same program I finished six years ago. I thought it was (and I see it still is) a well-run program. Of course looking back, some things are more useful and some less so, but it is not a training course for Business English trainers. It is a preparation course for the more educational side of the ELT industry.

With that in mind, here are 10 things you should learn when starting work in Business English.

1. How to complete a proper needs analysis

This is the starting point with every client. There are many examples of poor needs analysis from the ELT industry. They fit into two categories: 1) those that assess the big four language skills of the reading, writing, speaking and listening; and 2) those that focus solely on the big skills of meetings, telephoning, emails, presentations and negotiations without digging deeper.  Neither will give you much information about what content to bring to the training.

International Business English communication is either event driven (often problem-related) or time driven (routine). Each time the learner needs to communicate in English, there is a clear purpose and desired outcome. The method is secondary (written, in a presentation, etc.).  I recommend either using my analysis of the communicative events or using business processes as Even Frendo has shown. They approach the same problem (why someone is communicating) from two perspectives.

2. How to teach one-to-one

Teaching one-to-one is much different than training a group. The skills for teaching one-to-one are much more closely related to coaching. The training materials needed are different, the methods are different, etc. You will also likely find yourself in very small groups (2-3) which is closer to one-to-one teaching than some of the group methods taught in teacher-training courses. Onestop English has some useful starter tips about managing the one-to-one environment.

As a further step, you may want to learn some methods coaches use to help their clients meet their goals.

3. How to design a training plan assuming fluctuating attendance

Assuming you are working with 'in-service' learners (I hate that term :)) you will most likely face wildly fluctuating attendance. The best you can expect in an in-company course is 80%, but 50-60% is more realistic if there is no training certificate. Do not take attendance personally, it is not completely connected to enjoyment and usefulness. It is often simply a result of the participants' busy lives.

Because of that, you should learn how to be flexible in your course design. In general, each lesson should complete the learning objective for the session - stand-alone. Course plans need to have a more modular structure. It is generally not a good idea to assume the same people will attend next week and they will have prepared thoroughly for the training. This is one reason coursebooks are a bad idea. Books are only slightly modular by lesson (some more than others). I suspect this is to thwart photocopying.

4. How to effectively monitor and give feedback

You will quickly find that speaking is the most desired and most important language skill. Without question, people read and write a lot in their work. But they get by with dictionaries and clarification. It's not the most efficient method, but most learners are focused on speaking.

This means you need to learn how to take effective monitoring notes. Understand the difference between fluency and accuracy speaking activities. I write my notes/monitor on different levels.

1. Content - What are they saying? What are they talking about?
2. Errors - Are they making mistakes they shouldn't? Will they lead to misunderstandings or distract the purpose of communication?
3. Gaps - What are they avoiding? Are they explaining around missing vocabulary or grammar?
4. Emergence - Are they taking risks? What are they creating which we should share with everyone?

Giving feedback is also a skill to learn. It's a good idea for you to process your feedback before throwing it back at the learners. It's also nice to explain the effect of the performance (e.g. how it could cause a misunderstanding). And don't forget the praise - put yourself in their shoes.

5. How to be flexible in the training room

Current teacher training courses stress planning on the assumption of linear course plans. Business English courses (outside of educational institutions) are rarely linear. You will find yourself helping the learners to be highly proficient at one communicative event while largely ignoring others. You will also have to respond quickly to requests or 'just-in-time' learning needs.

As a first step, you should develop and perfect materials-free mini-lessons for common grammar points. Grammar is by far the easiest subset to train because there are a limited number of learning points and they generally have rules. Plus, mistakes are easier to identify than gaps. The greater flexibility you have in the training room to create off-the-cuff activities, the better you can respond to needs and feedback.

6. How to write simple materials quickly

Simple materials are things like vocabulary worksheets and role-plays. You don't need to write an entire coursebook, but you should be able to pound out a worksheet in under a half-hour. In fact, a real skill is to be able to make the worksheet in class with the participants.

Vocabulary is the main issue here. Few available materials can correctly identify the vocabulary your students need. Business communication is content high and quite specific. Publisher have to approach things from a much higher level. You will find yourself collecting dozens of words and terms (don't forget to bring the internet) and you need to do something with them.

You will get better at writing and organizing your simple materials so that they are re-usable and easy to locate at the spur of the moment.

7. How to be a 'model' for skills training

Coursebook audio files are often abysmal. Many are good for listening comprehension because they bring another voice in the training room, but the modelling is often so far from reality that they border on humor. In many cases it is up to the trainer to model certain communicative events.

You will often be the chair of meetings, the presenter, the negotiating partner. You should learn how to do these things well and in the context of the their needs. If you are teaching language for leading a workshop... lead a workshop. Monitor yourself and highlight key strategies and language. And finally, make the model authentic.

8. How to find 'target language' from authentic materials

Authenticity and relevance are key words in Business English and they support something called transfer design, which means to design training so that it is clear and easy to transfer the skill into the workplace. The short cut for transfer is using authentic materials. Be aware that there are two types of authentic materials, those which talk about work (e.g. articles) and those which perform work (e.g. slide decks and emails). In my jargon, I use 'authentic' only for the latter.

If you are working in the company, it's slightly easier to come by authentic materials than sitting in a language school. There are fewer concerns about confidentiality and it's just logistically simpler. When mining authentic materials, it is a good idea to focus more on vocabulary (especially high frequency lexis) than on grammar. You are starting to tap the discourse community, this is only the first step on a long road. :)

9. How to walk and talk like someone on the same level as the participants

You will likely hear at some point that "we bring the language and they bring the business". In other words, we don't need to know their field (or even that it is impossible). Don't fall into this trap. Naturally, it is not possible to be an expert in the field of the learners, but it is possible to become an 'informed interlocutor'. This is someone who can carry on a meaningful conversation about the field and understand the concepts (and even many details) about the work. This takes time and research.

The value of becoming an informed interlocutor is that you can drive the learners into greater detail and create more realistic training. Everyday business communication is extremely content heavy and detail focused. Whenever starting work in a new field (e.g. finance or engineering), do some research about the company, processes and concepts in the industry. Seek to drive learners into greater and greater detail.

Finally, your whole presence and appearance should emulate their discourse community.

10. How to take from coursebooks without breaking copyright

Content will be one of your main concerns when starting out in Business English. Published materials are most people's starting point. Keep in mind that while coursebooks are pedagogically sound, they are not designed with your specific participants in mind. It is also unethical (and illegal) to break copyrights. But coursebooks are extremely helpful.

First, they provide great ideas for activities, especially role-plays. One trick is to read the role-play and think about how you can perform the intent of the activity without the content, or alter the situation to better fit your participants. Plus, nearly every activity type in coursebooks can be replaced with a materials light alternative using the whiteboard, note cards, flip chart paper, etc. Deconstruct coursebook activities to find the core process and insert your own content.

Second, they are a useful resource for determining learning objectives. The table of contents is perhaps the most useful section and I like to consult several books of the same level when laying out course plans. Caution however, most books cover much more grammar than is needed by your participants. For example, if you find yourself inserting the Past Perfect into an intermediate-level course plan, make sure that is really the best use of everyone's time for reaching their communication goals. Also, double-check the communicative events of your learners before embarking on that phrasal verb and idioms module. You can probably find something more valuable.

So, those are my top ten things to learn (and master) during your first view years in Business English.  Also, these are basically the starting points for every trend in BE including coaching, English as a Lingua Franca, materials and learner motivation. I wish you the best of luck and don't forget to have fun.

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.

Examples:

• 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.

Three steps for improving ESP training

I've always been proud of my customer satisfaction figures.  Naturally, when I conduct my appraisals of Kirkpatrick's 4 Levels, I continue to see a slight decrease in results from response to results.  But, what has recently impressed me was how the whole satisfaction curve is starting to shift higher.  Greater engagement, faster application, higher results across the board.  On the emotional side, it is great to feel the customer mindset change from, "It's great training," to "It's absolutely vital training."  On the business side, referrals are up and sustainable success appears within reach.  It's inappropriate to boast, but I am genuinely proud that changes I made in training style and course design are starting to make a difference.  I'd like to describe a few of those changes.

Anyone who has read this blog or met me will know how passionate I am about relevance in training and using performance-based training methods.  In practice, this often means using framework materials.  Taken to the next step, it means using only pens, paper, whiteboards and the internet.  The trouble with approaching training with such limited resources is that you are restricted to the collective memory of the learning team (me + the participants) and what we can immediately resource using the internet.  This poses a distinct challenge for handling ESP situations in which I am not an expert.  Google only handles ESP at a general level, and the participants doubt the ability of the trainer to understand the complexity of the topic.  So here are the simplified steps to ESP.

Step 1 - Get the critical mass of knowledge

Yes, that is right... research.  I know you have heard this before, but it actually takes less effort than you realize.  Here are few ideas for researching an ESP topic.

1.  The standard - have them present it to you in class.  No articles, no handouts, just a whiteboard and a marker.  "Explain this to me."  Check Evan Frendo's blog for an idea on how to do this.  Or simply draw this on the board.

2.  Have sticky fingers - someone brings up a concept or process in class, ask them to send you a diagram of it.  Visit them at their desk... collect artifacts posted around their cubical/office.  Can't take copies or get the information?  Contact your training coordinator to sign a non-disclosure agreement.  I've never had a client refuse... they want this level of relevance.  If a participant talks about a supplier/customer in class, bring it up on the internet and bookmark it.

3.  Text mining - Your chances of piercing the discourse community without text mining and corpus analysis are close to zero.  If you are relying on the ESL publishing industry for this, all I can say is good luck.  My dual language dictionary for engineering is twice as thick as my Longman Dictionary of Contemporary English.  There isn't the time here to go into corpus analysis and finding key words or clusters, but it doesn't take that long.  I recently encountered the need for vocabulary around air-cooled systems.  It took me less than an hour to find 200 key words from 'fins' to 'obstruct'.  

Where can you get texts for mining?  Start general... wikipedia.  Then move to specifics by visiting suppliers/providers.  Copy and paste product descriptions into a concordancer for key terms (usually nouns) and scan the text for verbs.  But remember, the goal here isn't to immediately create materials... that step will come.

4.  Use professional associations - Nearly every specialty field has a professional association attached to it.  Want finance?  Go to IFRS.  Want software service?  Go to ITIL.  Want project management?  Go to PMI or search PRINCE2.  Read a bit.

Remember, you don't need to be an expert, just have enough knowledge for the next step.

Step 2 - Demonstrate your knowledge constantly

Okay, so you have some research and knowledge.  You know some key words, a few acronyms and you have a general idea of how theory works.  Now it's time for the next step, use your knowledge.

Situation:  I need to teach my participants in the software department the difference in meaning between will, going to and the present continuous.  For practice, I can:
a) bring in an illegal photocopy from Murphy with sentences like, "Mary ___________ (attend) the party on Friday."
b) bring in an illegal photocopy of a technical English coursebook with sentences like, "Hans ________ (investigate) the bearing failure next week."
c)  write "I _________ (finish) installing the new compiler version." on the whiteboard.
d)  create a two part controlled practice exercise in which participant A creates sentences, then a gap fill for participant B.
Which should I use?

You probably guessed it right, option C or D.  The materials-light approach allows us to continuously create our own example sentences and relevant exercises.  We picked up the key words from our text mining.  We have a pretty clear idea of functions (i.e. grammar) from our needs analysis, diagnostic test and 'explain it to me' activity.  The goal here is three-fold.  We need to teach them the material so they can notice it, test it and use it.  We need to provide them with clearly relevant language input.  And finally, we need to demonstrate that we understand their discourse community for the next step.


Step 3 - Keep pushing them into more detail

In the past I stopped at step 2.  That generated good results, but there was a limit.  It wasn't enough.  Then I accidentally learned that framework materials were the key.  One of my favorite frameworks was the fish bone diagram which is used to analyze the possible root causes of a problem.  In general, the head of the 'fish' is the resulting problem and then then you add possible causes and contributing factors (a term from text mining) into the diagram.  I typically used this framework for could have, might have, etc.  But, then I figured out that as we drove the diagram deeper, the participants lost the vocabulary.  Even more troubling, it wasn't vocabulary which would appear in text mining.

This diagram led to all kind of activities...
1.  Vocabulary, of course... you have internet right?  Don't forget to check the professional association for the right term.
2.  Functions... you can take the results and build them into whatever is relevant.
3.  Skills... most problems are larger than one person and emails for request work perfectly here, meetings, too.
4.  Materials development... check off the words they know from your key word list and make materials within their zone of proximal development.

So then I tried other types of diagrams, like mind maps.  With a financial/tax/legal English client, we now have a working mind map over 10 levels deep as part of a PBL task.  Just keep pushing them for more detail.  As my Germans say, "Ach... die Wörter fehlen."  (Oh... the words are missing.)  But this is exactly my point.  In their discourse community everything general is already understood.  We need to get to the detailed tit-for-tat of their community.  Without research and without demonstrating understanding, step 3 will never happen.

But pushing them into more detail is the difference between great training and training they can't work without.

My Journey in Training Methods

I received some constructive criticism about my post on Business English in 2014 and it sent me into reflection.  One of the points was that we do have a working methodology for Business English training.  The author was promoting a BE certification course which I cannot currently endorse.  This is not to say certification courses (including the one the author promoted) are bad, just that I cannot clearly judge the value from the marketing material.  I am always a bit skeptical of business models which leverage the value chain (i.e. profit from teachers/trainers).  You can read more about this in my post about the value chain.

I continue to believe that existing methodologies of BE training are unsuitable to the realities of our clients.  It is helpful here to reflect on the methods I have tried and the results I have found.

Welcome to ESL!

I was politely indoctrinated in the communicative approach.  My CELTA course was at the Berlin School of English.  I had excellent teacher trainers and a wonderful education.  They taught me how to effectively survive a course.  There is no doubt in my mind that it was extremely helpful.  But, I took the good with the bad.  I learned that ESL lessons have a specific structure (generally according to Jeremy Harmer).  I learned how to manage time, select activities and how to create space for expression.  I also learned how to worship publishers and how to professionally photocopy.  Occasionally, I still find the citation strips of paper stuck in my library of course books, and I clearly remember how I broke the paper cutter at my first employer from overuse.

It was a valuable experience and I am thankful to have had it.  But it also became clear that it didn't work exactly as advertised.

I was immediately placed in Business English because of my background, my personality and I looked good in a tie.  But when I tried the methods from my CELTA, something was missing.  First, course books work on a grammar syllabus.  I haven't found one which doesn't (despite their claims).  If you know one... please let me know.  They work on a grammar syllabus because the CEFR is grammar based.  I'm sure that the authors of the CEFR would disagree but the words "routine" and "everyday" appear quite often in the lower levels.  In practice, books still take a grammar-based approach (typically under the cover of functions).

You're in the Army Again...

I realized that ESL wasn't working.  I was happy because I always knew what to teach - ESL told me.  But I wasn't really making a difference.  So, I made the transition to performance-based training.  I was well aware of tenants of PBT from my time in the army (see my post Lessons Learned from the Military).  Basically, we looked at the expected performance, broke it into concrete steps and then we trained and tested it until the performance met the standard.

This required a change in needs analysis and assessment (I have posted about this transition often).  I made the switch and things were good.  I could clearly identify the skills gap and train to fill it using ESL-structured blocks.  Performance and confidence improved dramatically.  My students reported exceptional improvement.  I was training to task using ESL-structured lessons.  But then things began to change.

Bite the Dog

The problem with all of this was that it was taking too much time.  I wasn't profitable.  I could not sustain a fully needs-based course.  It took 45 minutes to think about and prepare an hour of training.  My blended approach of fully needs based (customized) training with ESL teaching techniques generated much higher progress and high customer satisfaction and progress, but was still unsustainable.  Then I discovered Dogme which essentially said that if I could spontaneously create pedagogical activities, I was good.

I embraced and switched my focus from planning to recording and reviewing what happened in the lessons.  My post I Only Have One Lesson Plan is the essence of that approach.  It works, no question for me.  I saw immense progress, validated by real world performance, and my clients were extremely happy.  I was now incorporating everything into my training... the communicative approach, performance-based training and Dogme.  But then it changed...

The Patient has Complications

With greater customer satisfaction, I began to get closer to the organization and the real needs of the learners.  Suddenly, I had jumped into a deeper pool than I had imagined.  The problems were glaring.  It wasn't the language which was holding things back, it was cultural and communication skills.  In other words, speaking better English was not equal to higher efficiency.  In some cases the bottleneck was the language, but often it was only a contributing factor.

I remember speaking with some BESIG members a few years ago that our clients often equated a communication problem with a language problem.  The simple fact is that in the mind of the client language = communication.  I feel my mandate is to solve communication problems with a focus on language.  But as I moved, the situation became more and more complex.

Everything is Nothing

So, here I was... faced with an universe of methods and ideas.  I needed to teach the English language through the communicative approach, clearly understand the performance gap, let the learners direct the training and understand the real barriers to communication.  The result was not good.

• The ESL approach is long, boring and often useless.  Following a prescribed set of activities may be useful for mastering certain concepts, but we often don't have the time to fully complete the activities or the learning objective does not match the need.  The ESL approach is overly sterile and reflects a notional reality.  
• The communicative approach is right in creating a communication gap, but what happens when communication is no longer a problem (higher levels)?  ESL doesn't really have an answer to the image needs of BE students other than restrictive language exercises.
• Performance-based training works great with the communicative approach as long as there is a performance gap.  In other words, it is nice as long as there is a clear need.  It doesn't work when the need is reached or when the learner is striving for an intangible ability.  Then we have to revert to something like the CEFR.
• The trainer cannot sustain Dogme for more than a 50 hours of training.  It works great in short-term courses.  Dogme relies on the immediate recognition of need and spontaneous input and task creation to fill the gap.  I have difficulty keeping such a variety of task contingencies in mind.  The result is repeat task types which nullify the entire approach.
• Dogme kills vocabulary development.  The most critical piece of feedback from my learners is that I do not help them produce new vocabulary.  I have tried my best through review and in-lesson note taking to improve this aspect, but vocabulary retention is still less than 10% per lesson.  ESL methods and course books are better at this.  It is also a vital part of their needs.
• Office communication is unbelievably complex.  I have had the chance to read countless authentic emails, documents, reports, etc. as well as observe meetings and telephone conferences.  There are pragmatic, semantic and cultural issues at every turn as well as linguistic.  I have no doubt that clients attempt to solve communication problems with language training.

Conclusions

First, I think the complexity of our mandate is higher than our clients realize.  I sincerely believe that we are hired to facilitate communication not just that someone masters the Past Perfect.

Second,  I do not think existing ESL methods (including existing ESL-derived BE teaching methods) fulfill this need.  ESL prescribes a certain learning plan which does not fit with the immediate or medium-term needs of the learners.

Third,  Dogme is too loose.  It fails to fulfill the steps of Bloom's Taxonomy (as I implemented it) because it relies too heavily on the learner's sense of dedication to complete self-study.

So, I have tried all of these and they are not the complete solution.  Parts of them are valuable and I recommend a teacher development package which presents new trainers with challenges, but the solution is not in the book or on the internet.  We need to take BE further.

I'll present my work in Graz at the BESIG Summer Symposium.  It will be the culmination of a year of training with an entirely new approach which better fits the realities of BE training.  So far, it solves these dilemmas and provides the balance my participants and I need.

Where You Come From - An Inexhaustible Lesson Topic

I come from Kansas City, well better said I grew up in the suburb of Overland Park, Kansas.  When I meet most people in Europe, neither ring many bells.  Kansas City is one of the non-descript cities of a few million people which litter the middle two-thirds of the country.  In fact, if you landed in KC, Cincinatti, Minneapolis, Dallas, or Pittsburgh you could forget where you are because they are all the same.  This is 'fly-over' country which many people only see from 36,000 feet.

Of course, the residents of these place would deeply disagree with this statement and could talk at length about the unique features, culture, and legends of their hometown.  I distinctly remember a taxi ride in Springfield, Missouri in which the cabbie insisted on giving me 100 years of the city's history in 10 minutes.  He even stopped the meter to take me past the next performing arts center.  It would not be any different in Omaha or Louisville.  I found the same in Glasgow and Liverpool.

But with the invention of the internet and the flattening of the world, these places have generally lost their uniqueness and developed into carbon copy cities with nearly identical cultural traits.  I bring up this point because much the same has happened here in Germany as well.  Local variety has been diminished by global sameness.  But superstores and chain restaurants are boring.  Because they must attract the global masses, they avoid risks and anything which might offend the local consumers.

I find that local flavor, local traditions, and local culture make for highly interesting lessons.  I like discussing the exceptionalism of our region.  The students are proud of their perceived uniqueness.  I believe this also has a distinct business function.  Many business small talk conversations revolve around such topics.  They are useful in business.  It gives the parties the chance to talk about something they know and like.  But it also allows them to get a sense of the values, motives and background of the interlocutor.  These topics leave space for stories and humor, but also provide a certain distance from dangerous personal opinions.

It is interesting to see, for example, how foreign trips are arranged.  Guests are often hosted in a hotel or neighborhood which has retained traces of the local culture.  Guided tour events are arranged to give guests a short journey through the traditions and legends of the region.  There is always the desire to give the guest the 'authentic' experience.

With this in mind, here are a few discussion topics which I often use in training.

• How did your hometown get its name?
• Who is the most famous person from your hometown?
• Is there anything from your home which is 'world famous'?
• Tell me about the special food from your home region.
• What unique traditions does it have?
• Does your hometown have any 'rival' cities?  Why?
• What are the most famous buildings in your town?  What happened there?
• Tell me about a festival you have every year.  Why should I go?

Google maps and street view are great resources for this.  I also find that these topics can often be captured and turned into skills training.  The simplest is something around tourism but I try not to use this too often and instead look for something more creative.  For example, I once had a student from Herzogenauerach here in Germany.  The most famous story about this town is of Adolph and Rudolph Dassler who founded Adidas and Puma respectively.  The two brothers fell out and never spoke to each other again.  But this little town is still the headquarters of these two sportswear giants.  I took the story (which all are familiar with) and set the task of negotiating a merger between the two firms.  Their goal was to 'heal the wounds' of the past.  The students did some internet research (due diligence) to gather some financial data, worked in teams to prepare for the negotiation, and then held the meeting.

This is just one example of how these lessons can turn out.  I will be heading to Kansas City next week for a short trip to say hello to friends and family, but at the same time I will be sniffing the winds of cultural change in my hometown.  Perhaps I will find a few lesson ideas along the way.

So, I encourage you to look into where the students come from and capture these topics to develop engaging and personal lessons.  It works for me.  But sadly, we never did get Adidas and Puma back together... the loyalties simply run too deep.

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.

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.

Easter for Engineers

I work with many engineers:  software, mechanical, and electrical.  It is truly an honor to work with them and watch them tackle challenges.  They have a distinct approach and they love attacking problems.  Never do they throw up their hands and say, "I don't know!" or give up on a challenge.

So, for today's lesson I decided to try a fun event to really get them talking and working.  On Dave's ESL Cafe, he has a lesson plan called "Protect your egg" and I thought it was perfect for Easter.  It appears the lesson is originally from the book Business English Recipes by Judy Irgoin.  Sadly, the book is not available digitally so I haven't reviewed it.

The basic lesson is simple.  Pairs are given string, tape, two balloons, two pieces of A4 paper, and a raw egg.  The task is to construct a device which protects the egg when dropped from arms length.  The only rule is that the egg must fall freely and cannot be lowered to the ground with the string.

For the A2 learners we started by looking at phrases for making and responding to suggestions.  For the B1 group, the support was eliciting and boarding phrases beforehand.  For the B1+ and B2 learners, they were not allowed to use the word "I".  For the weaker group I helped them with a few phrases, nothing amazing... just as reference for during the activity...

Perhaps we could...
We might be able to...
It seems/appears that...
How about -ing...
One idea is to...
What if we [past]...?

Then they were off to the races.  I stepped back and let them at it, assisting only with slight corrections and unobtrusively boarding lexical gaps.  In one group, I called a short timeout during the planning/building to replace the word "fix" with better options like "attach", "secure", "stabilize", etc.

Here is the winning design from the day...

The egg was suspended with strings in the center of the tetrahedron.  The bars are made of rolled paper.  In total, we dropped nine eggs.  Four did not survive the fall intact and we broke two during construction... bring paper towels.

An added benefit of the lesson was that it has helped draw the students to their new course site.  I have spent considerable time building material and creating the website.  Of course, adoption takes time.  To pull interest, I took pictures of the them holding their designs and then posted a recap of all the projects at the end of the day.  They were intensely curious and nearly everyone logged in within an hour of sending the email notification that it was uploaded.  For many, this was their first login to the site.

Also, the restriction on the stronger groups by outlawing the word "I" was outstanding.  It eliminated the "I think, --- Well, I think" exchanges.  Afterwards, we discussed how avoiding "I" generated more ideas and dialog because the suggestions were no longer personal property.

So, a wonderful day with lots of laughs and great language.  Thanks to Judy Irgoin and Dave's ESL Cafe for creating and sharing this lesson for my engineers.  Have a Happy Easter!

PS - My apologies for the blog slow down.  I am working on a large CPD project for BE Trainers I hope you will enjoy... more to follow.

Two Easy Peer Feedback Methods

Peer feedback can be extremely valuable in the BE classroom, especially when it comes to communication skills.  There are two reasons for this.

First, my learners are typically all in the same company and/or department and have a better grasp of the conventions within the discourse community.  Second, the learners have years of experience and training in various areas which they can draw upon to give feedback.  For example, several of my learners include project managers who have taken part in many training sessions on relationship building and giving feedback.  It is great to spread that knowledge.

Of course there are many other great reasons for constructive peer feedback, but there are also dangers, too.  Without direction and some limits, peer feedback can be overly positive or only highlight shortcomings.

For example, here is some peer feedback I received on a proposal I wrote for a university class.

·         Your introduction is very wordy.  I would consider consolidating some of the paragraphs and cut back on so many words.  Once you write the Letter of Transmittal you will realize most of what you wrote in your introduction will also be in your Letter of Transmittal.  Your introduction should be concise and to the point. You use too much detail for the reader in the first two paragraphs, which led to repeating most in the body of your proposal.  

·         Your title page doesn’t include who you ultimately want to read your proposal.  In our textbook on page 289 the title page lists who it is prepared by and who it is prepared for.  The prepared for individual will also be the name you address your Letter of Transmittal to. 

·         I would also consider spelling out what R&D because readers may not understand the acronym. 

·         You are also missing table of contents, which is a requirement for the report.

·         When using visuals you should name them in the proposal i.e. Figure 1, Figure 2, etc. Also if you pulled your illustrations from somewhere else you need to cite those as well. 

Hardly motivating... did I do anything well?  By the way... I did fine on the final assignment.

A Simple 3-2-1

I like to use a simple 3-2-1 feedback format for peer feedback.  I simply write on the board prior to a presentation, meeting, email, etc.

Write:
3 things they did well.
2 things they can improve.
1 thing you want to take and use in your presentations, emails, etc.

Then after the simulation/role play, I give them time to fully write out their feedback for the person.  I do not read them and let the learner look at them without pressure after the lesson.  Typically, the learner will come back the next week and thank their classmates for the excellent responses.  Then when we are giving class presentations, all participants are more likely to give complete, honest, and constructive feedback because they will receive the same in return.

Email Workshops

A second method for extensive peer feedback is email workshops.  I will set up pair groups and give each pair the task to write an email.  Each situation will be similar.  Note:  I will change the emails based on the target function.

For example: (the learners are told to fill in details to fit their job/situation)

Group A

• To introduce yourself to a new business contact.  You will be working together in the future.

Group B

• To follow up on a conference.  You met the person for the first time and talked shortly, exchanged cards and agreed to stay in touch.

Group C

• To get in touch with a former friend / colleague.  You were close before but lost touch after several years.  But now you may need some help from him / her.

Then, the pairs compare and contrast their emails based on subject line, greeting, opening, structure, opening for discussion/response, closing, formality, and length.

Then I will have someone run to the copy machine and make copies for everyone.  Note: I give them an email template on A4 paper with all the top fields and a writing area.

Then the members of the three different groups will read the other emails.  While they are reading, I will mark the emails for accuracy and vocabulary.

To conclude, the members of the groups will meet together and discuss dos and don'ts in there situations, good structure, appropriate phrases, etc.  We will bring all the information together on a powerpoint slide and that will go out to the participants.

The participants absolutely love it.

So, two ideas on how I use peer feedback in my classrooms.