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9 questions to ask yourself in order to create the ultimate learning groups

Av:
Carl-Adam Hellqvist
Co-founder, Knowly
LinkedIn

When you hear the term “learning groups”, the first thing that comes to mind is probably when everyone in the classroom is divided into groups. The course leader counts off the participants and then the groups gather around different tables to discuss a dilemma that’s just been presented.

There’s nothing wrong with this kind of traditional learning group – on the contrary, it’s a great social teaching method in a classroom environment.

However, that’s just it – it’s only one method among many. In this article I hope to broaden your horizons on what learning groups are by giving you a series of questions to answer, which will hopefully help you create the perfect learning groups for your next project.

For most of these questions I list sample answers, but don’t let yourself be constrained by them – they’re there for inspiration, not as a comprehensive list. Also bear in mind that each question often has more than one answer.

What kind of learning/development are the learning groups meant to drive?

#1 Knowledge and experience exchange between group members

Example: Managers who bring real challenges to group sessions and who uses both personal experiences and new knowledge to support each other in how the challenges can be solved.

These kinds of learning groups can be conducted at a large scale, while also ensuring that the content covered during each group session is tailored to the specific context – after all, the group members themselves decide which challenges they want to bring in. Being able to combine contextually tailored content with large-scale implementation is quite a rare feat, but that’s because it also requires rigorous preparation from you as the organizer. To avoid having the group sessions turn into informal coffee breaks, we recommend…

  • A clear format with a set agenda and crystal-clear instructions
  • Assigning group leaders who are charged with making sure the group sticks to the format
  • Having the participants report back in some way

Read more: How Rebecka Thulin at Handelsbanken used learning groups to guide  550 leaders on a journey of change

#2 Practice for the group as a unit

Example: Existing consultant team practicing a business case under time pressure.

If the same group constellation is used to collaborating on a daily basis, this could be a suitable goal. However, remember to…

  1. Raise the stakes. The group members already know each other and this can easily lead to an overly informal mood. Time pressure, having to present to an audience or having an observer evaluating the group are a few ways to artificially create a sense of urgency.
  2. Let the group do a retrospective Since all the group members are participating in the exercise, there’s rarely anyone “left over” to observe and provide feedback. Therefore, you can have the group members assess themselves instead, by setting aside 10 minutes to answer reflection questions about their own performance.

#3 Individual practice for each group member

Example: Three salespeople taking turns as salesperson, customer and observer

In this case, the groups will revolve around some kind of exercise where the group members take turns being the focal point. The learning group will then primarily serve two functions:

  1. A safe but not entirely casual environment: Practicing a new skill in front of other group members creates more pressure than practicing on one’s own, but (probably) less pressure than tackling the same task in a real-life situation.
  2. A source of feedback: Out in the real world, it’s usually not possible to get any feedback on your performance. The people you interact are neither able nor willing to tell you what you could have done better, and your manager can rarely be there with you in person.
Tips: Let the group members take turns observing and giving feedback on a certain part of the task. That way, the whole group is engaged even when only one person is practicing, and the feedback ends up being more precise.

One should always ask oneself whether the primary goal of the learning groups is to help each individual learn and develop or rather the group as a whole.

What are our group dynamic goals of the learning groups?

#1 Networking people you otherwise wouldn’t have met

Co-workers with strong networks tend to be top performers, and as those of us in L&D always seek to enhance performance, we should also always make sure to provide networking oppoortunities for our co-workers. Putting some serious thought into which people we group together is a concrete way that we can do this.

Ask yourself: “Which participants would, in their specific roles, benefit most from knowing each other after the program is over?”

Read more: Why networking is an essential part of any training program »

#2 Fostering camaraderie in an existing team

How we develop existing groups is an entirely different matter that we won’t delve further into in this article, but the idea here is basically as follows:

If the goal is to foster camaraderie in existing groups, then that should likely be the main focus of the entire training program.

#3 Break established collaboration patterns in a larger group (like when the teacher has everyone in the classroom change seats)

Just like in #1, the choice of who to include in which group is crucial here. We want to put a lot of thought into which patterns we’re looking to break or challenge, and ideally create several sets of alternate group constellations in advance. Avoid randomizing the selection entirely, because this may by chance result in groups too similar to the established ones we want to avoid.

If the participants are a team who work together on a daily basis, hand-picked learning groups can be a good way to break established behavioral patterns.

How many project/program participants will be divided into learning groups?

1-10

With this number of participants you can usually facilitate synchronous exercises and discussions and still have enough time to spend with each group.

11-40

At this point, if the groups are gathering simultaneously, like during a physical or virtual training session, providing adequate facilitation on your own is quite challenging. Assign group leaders and try to bring along one or more co-facilitators, so that many groups at a time can have a facilitator present.

41+

Once you get to this number, it’s difficult to have synchronous group sessions. It’s better to consider formats where the groups are responsible for scheduling their own sessions. See “How do we want the group to be facilitated?” further down for more tips.

Do we want the learning groups to meet physically, virtually or both?

Here, you have to ask yourself even more questions:

  • How easy is it to gather all the group members in one place? If it’s difficult, virtual sessions are probably better.
  • Is the exercise or conversation dependent on a certain physical environment? If so, then by definition the groups have to meet physically.
  • Might the exercises or topics create conflicts or misunderstandings? In that case, a virtual environment might be detrimental.
  • What do the participants’ schedules look like? For managers with packed agendas, a short preparation followed by an hour on Microsoft Teams can be significantly more manageable than making it to a physical session.
  • What is our budget? Virtual sessions are typically much cheaper to arrange, as they involve no location, travel or food costs.
Virtual group sessions are easier to make happen and allow for geographically dispersed learning groups.

How many participants per group?

The answers to this question usually come naturally once you answer the questions about result goals and group dynamic goals.

However, generally speaking…

  • Pairs are great when the goal is to firmly establish new knowledge, for the simple reason that each group member talks half the time rather than a third or less, and it’s precisely in the act of talking – the act of producing – that most of the learning takes place.
  • Larger groups are suitable when we want to include more perspectives and sources of feedback, or if the group exercise requires more different roles.

How do we want the group sessions to be facilitated?

#1 By a facilitator (trainer, consultant etc)

This is the classic way of managing learning groups. The upside is that it’s handled professionally, but the downside is that each group is dependent on the facilitator’s availability. Therefore, it’s best suited to programs with a small number of participants.

#2 By a manager or ambassador within the organization

When we let someone else within the organization facilitate the group, the session can take place in the co-workers’ natural environment (whether it’s physical or virtual), which makes it both more realistic and more relevant.

On the other hand, the manager or ambassador probably isn’t a trained facilitator, and likely has a full calendar to boot. This means they might not do a much better job than the group would have done on their own, and that their lack of availability could create a bottleneck for actually making the group sessions happen.

#3 By the group, where we’ve assigned a specific person as leader

The most scalable solution, but it also requires rigorous preparation. You can’t rely on your own experience here – you have to make sure the group understands what to do at every step of the way. In advance, you need to prepare…

  • Who will lead each group and provide a clear explanation of what this role entails.
  • Prep material that each group member must familiarize themselves with before the session. See “What do we want the group members to have done before they meet?” further down for more details.
  • Instructions on how the group goes about scheduling their session (technical instructions, deadline for when to meet etc).
  • A complete agenda to use during the session, with detailed instructions for each bullet point.
  • Instructions on how to report back. Put this responsibility on the group leaders and make sure to explain to them that if they don’t do it, no one else will either.

Tip! When you’re creating instructions for the group, think of the rulebook for a board game: The creator of the game isn’t there when we read it, so the instructions have to be completely self-contained and clear enough that no confusion will arise.

By assigning group leaders and letting groups facilitate themselves, we get around the need to have a facilitator present at all times. This way, we can create learning groups at a much larger scale.

What kind of assignments do we want to give the learning groups?

Action learning: Let the participants bring challenges → use tools that you’ve provided them with to tackle the challenges

This is a method inspired by the framework known as Action Learning, and it works like this:

  • Ahead of the group sessions, participants will familiarize themselves with one or more models, for example by watching pre-recorded lectures.
  • They’re tasked with identifying a challenge that they’re currently facing and that could be analyzed and potentially solved using the model.
  • The group session begins with the participants briefly presenting their personal challenges, after which the group selects one or two to focus on.
  • The group members now use the model to analyze the challenge that was brought in.

This kind of format has a number of advantages:

  • All participants get to practice applying the models they’ve been introduced to.
  • Provided that the participants have similar roles, they all get support in how they can handle a challenge that all of them are likely to face.
  • The participants whose challenges are selected will hopefully be able to overcome them and thus perform better.

Practical situation-based exercise (also known as role-playing exercise)

Although we won’t cover it in depth here in this article, role-playing is another major field. Its key ingredients are:

  • Safe environment where mistakes are welcomed.
  • Quick feedback on performance.
  • Balanced mix of observing “the right” behavior and trying to perform the behavior oneself.
  • Repeating things over and over to get it right – just like the best directors tend to do many takes, the highest performing co-workers are usually the ones who have practiced the most.

What do we want the group members to have done before they meet?

In order for learning group sessions to be rewarding, everyone has to come prepared. As a trainer, you have a major responsibility here. Below are some examples of preparations and when they might be appropriate.

Consuming new knowledge

In social learning, recounting is a strong mechanism for making knowledge take root. However, in order to recount something, one must have been introduced to it in the first place. So, before the session, make sure that the participants have already consumed the knowledge they’re expected to recount. That way, they can spend the time together working on how they will explain the material to the others.

Trying something new at work

A group session can be a great source of external motivation. Let’s say all participants are expected to have a tough conversation with a co-worker at some point during the program. If so, a group session could be an excellent checkpoint that serves as both a deadline and a carrot – you have to do this difficult thing by then, but you’re also going to get support and constructive feedback on how it went.

Answering reflection questions

Many of us intuitively know that reflection is important, but still struggle to make time for it. A learning group session creates an expectation that you’ve actually taken the time to reflect, and a need to write down or recount your thoughts. After all, you won’t just be reflecting in a vacuum, because the learning group will actually have people listening to you.

Having each group member prepare by reflecting on a challenge they’ve faced at work can make for very fruitful conversations.

How do we want the groups to report back?

Through the group leader/facilitator

Assigning a specific person to report back avoids the issue where all group members assume that someone else was going to do it. The downside is that we might miss certain group members’ perspectives.

Each group member individually

Provided that everyone actually reports back, this gives us extremely granular data – the question is if we actually have the capacity to do anything with it?

Not at all

It’s usually important to make sure that groups report back after the first session, as this allows trainers to identify issues among those who haven’t reported back. However, if the groups are expected to meet regularly, the need to report back tends to diminish over time. After all, the important thing is that the groups get together – not that the L&D department can check boxes.

There you have it: the eight questions you should ask yourself when planning your next learning group program. All that’s left for me is to wish you good luck!

“Fråga inte hur du kan motivera andra, fundera kring hur du kan skapa en miljö där de motiverar sig själva.”

Edward Deci

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