Policy vs. Guidance Pedagogy

During an ethics board meeting recently, we discussed ways of providing direction to faculty members who have student-based research in their courses.  For faculty who have research elements built into their courses, it can be a challenge to determine what counts as research, and whether said research is subject to the rules governing conducting research at an institution (specifically in our case, whether an ethics application would need to be submitted to the board).  Not every scholarly activity necessarily counts as research, and not every kind of research requires an approval from the institutional research ethics board.  Since this can be a bit of a murky area, we have been considering ways of providing direction.

The conversation abstracted away from the specifics of this case, and we discussed some of the issues concerning policy and guidance, which applies to education and pedagogy more generally.

The benefit of policy is that it spells out clear expectations of what is expected, what the division of responsibility looks like, and what consequences might be considered in the event of a policy breach.  Policy is designed to protect the institution through due diligence, and it focuses on expressing what rules need to be followed in order to not get into trouble.  Loopholes arise when the policies are not sufficiently rigorous the cover contingency cases and when policies are not harmonized laterally or vertically with other policies.  Policy documents focus on the “ends.”

On the other hand, guidance documents focus on the “means” by providing suggestions and best practices that could be followed.  Guidance documents typically do not include comprehensive rules unless it’s appropriate.  Instead, the purpose of the guidance document is to provide clarity in ambiguity without necessarily spelling things out.  They are deliberately left open because guidance documents are meant to supplement and add to ongoing conversations within a field or system.  While guidance documents also do not provide comprehensive options to contingent situations, the strength of the guidance document is that it’s educational in intent – it provides reasoning that helps the reader understand the position it takes, and paints a vision of what success looks like.

I realized in the meeting that this has a lot of crossover into considerations for teaching.  It’s is better, in my opinion, to teach students frameworks for thinking, rather than rules for success.  In the case of ethics, I would avoid teaching students what rules they need to follow, and what they need to do to avoid getting into trouble.  Instead, I would seek to build good practices and habits into the material I’m teaching so that I can model what success looks like and help them understand why.  This way of conceiving the material is forward-thinking.  It gets the students to envision what the end-step looks like, and allows them to work backwards to figure out how they want to arrive there.  By focusing on the principles you want the students to uphold (as opposed to rules to follow), the students learn to think for themselves and are able to justify the decisions they make.  This also has the benefit of avoiding the problem with prescriptive policies – students are prepared to reason through novel situations based on principles.

 

Stay Awesome,

Ryan

 

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The Gap Between Reading and Doing

 

“For studying courage in textbooks doesn’t make you any more courageous than eating cow meat makes you bovine. By some mysterious mental mechanism, people fail to realize that the principal thing you can learn from a professor is how to be a professor — and the chief thing you can learn from, say, a life coach or inspirational speaker is how to become a life coach or inspirational speaker. So remember that the heroes of history were not classicists and library rats, those people who live vicariously in their texts. They were people of deeds and had to be endowed with the spirit of risk taking.”

— Nassim Nicholas Taleb, author of Skin in the Game

One of my big personal shortcomings is my inability to turn knowledge into action.  A few weeks back, I talked about how I tend to read a lot in the area of personal development, to the point of feeling over-saturated in the field.  However, for all the books I’ve read in the past two years in this area, I can’t really point to a lot of areas where I’ve successfully translated what I read into meaningful action.

This isn’t to say that I haven’t personally developed myself since 2016; I would say I’ve come a long way in two years to improving my life and myself.  Yet, in a pure comparison of books to identifiable changes, I can’t really say that a lot of specific changes have been made.  This seems somewhat at odds with the nature of the “advice” these books give, where you can deploy specific hacks, tips, and protocols, and everything will be better.

I don’t have a good explanation for why this is the case.  I feel it goes beyond just being lazy (though I am quite a lazy person).  I think the closest explanation that I can offer is something akin to a lack of confidence meeting decision paralysis.  I lack confidence in my ability to make decisions, so I research and read to see what others have done.  But there comes a point where I have too many options available, and I fail to cross the threshold from knowing to doing.  Rationally, I know that seeking more knowledge does not necessarily mean I’ll be more likely to act (there’s a quip that if knowing more was the solution, no one would need to diet and everyone would be healthy).  The gap between knowledge and action, where the will lies, stubbornly refuses to shrink for me.  This could be my fixed reality, but I’d like to think that I haven’t found the right combination of motivations yet that would bring me to where I want to go (setting aside the problems with the notion that I have to wait around for a muse to motivate me).

This could also be a problem because I have too many things on the go (the old “I’m too busy” rebuke).  With too many balls in the air, I’m worn down with just managing how things are going in the present, and I have little cognitive bandwidth left to steer me in a direction I want to go for the future.  This, too, is a personal shortcoming for me, but I think it’s a separate concern from the action-gap.

Truthfully, I don’t have a meaningful, satisfying way to close off this post.  I don’t have a magic bullet that will fix the problem for me.  I can’t say that I’ve found a solution to the problem, and that this post is building towards a resolution.  It’s an ongoing problem for me, and I hope that by bringing it to the surface, I can at least be aware of the problem and try to work around it until the gap can be plugged.

Stay Awesome,

Ryan

 

 

It’s Not Easy Being Chair

I recently took over as Chair of the Board for the non-profit I sit on.  So far, I’ve chaired two meetings and I have to admit I feel out of my element.  I don’t mean that I’m not able to carry out the job – I seem to be doing alright by the feedback I’m receiving from the other board members.

It’s one thing to sit as a board member and evaluate how a meeting is being run, spotting pieces here and there that could be run more efficiently, or structured different, but it’s an entirely different thing to actually run the show.  I think the past Chair did a fantastic job, so when I say there were things that could be more efficient, I don’t mean it as a criticism.  What I mean is, when someone else is putting things into motion, it’s easy to see various areas where something could be done better.  But when you are the one putting things into motion and steering the ship, you spend so much time keeping things going that you don’t have the time or the mental bandwidth to evaluate things in real time and adjust for efficiency.

Before, I would receive the agenda, figure out where I could contribute to the discussion, show up and sit in as part of the group (which sometimes amounted to sitting back and letting others run the discussion).  Now, I make the agenda and set the tone, then I have to be the one to get the discussion rolling.  It falls to me to manage the Board’s caseload, and lead any strategic directions we choose to go.  In time, it’ll also fall to me to work within my mandate from the Board and start the generative process of strengthening the organization and planning for the future.

Based on these last two meetings, it’s going to be a long time before I’m leading in any meaningful sense of the word.  The best way I can describe my performance is managing how much force is getting applied to the flywheel to ensure momentum isn’t lost.  When I reflect on my performance, it feels awkward and a little weak (wishy-washy, as opposed to done with a sense of conviction).

My default state is to excessively talk and look to the body language of others to see if they are receptive to what I’m saying.  If I sense they are not understanding me, I keep talking and hope that if I throw everything at them, they’ll understand what I’m saying.  A friend once likened it to a faucet.  Where I should be dialing things back, I instead open the valve and give them a fire hose of information.   Of course, this is the opposite of what I should be doing as a leader of a group like this.  I should spend less time talking and more time listening to the wisdom of the group.

The good thing is that it’s early in my tenure so there is plenty of time to get more comfortable in the role and learn how to settle into a groove.  Like I said, I’m not doing a bad job.  The rest of the group is fine with how the last two meetings went.  This is merely my critical self-reflection coupled with my desire to do better.

Stay Awesome,

Ryan

Reflections on Self-Help and Diminishing Returns

If you were to ask my fiancee, she’d tell you I have a book-buying problem.  I buy books faster than I can read them, and I have a small collection weighing down my shelves at home.  In a month’s time, we will be moving houses and part of the burden is to box the books and be mindful just how heavy books in boxes can actually be.  I prefer printed books, but I also have a steadily growing Kindle library and now an Audible library.

For 2018, the pace of my reading has slowed down significantly since 2016 and 2017.  At present, I have only completed 10 books for the year (with many half-read books strewn around the house).

If you go through the books I’ve read since my first reading list in 2016, you will notice a large proportion of my books fall under the self-help and personal development banners.  While I acknowledge that these books have been helpful in kicking off my attempts to make positive changes at work and in my life, I’m noticing a trend – I’m not really getting as much out of the books as I used to.  I seem to have hit a point of diminishing returns.  I started noticing it in the books I was reading, but it’s also spilled over into the daily lists of articles I get from Quora, Pocket, Medium, etc.

There is an over-saturation of the same studies being cited and a dearth of tips, tricks, tactics, protocols, hacks, systems, routines, mental models, and insights that tend to recycle similar themes.  Especially mental models – those seem to be in vogue right now with the online think-pieces and people creating courses for you to enroll in.

I also noticed that the further out from primary sources you get, the more recycling you find.  There tends to be four broad classes of folks who populate this domain:

  1. the innovators who write reflectively about what they did or the systems they created (the Ramit’s, the Dalio’s, the Covey’s, etc.);
  2. the populizers who interview, report, and connect ideas from the innovators (the Gladwell’s, the Duhigg’s, the Ferriss’s, etc.) ;
  3. the repeaters who recycle from columns one and two (this is typically the people writing Medium and Quora posts and asking you to sign-up for their email lists); and
  4. the folks who spend a year doing a thing then write a book about it, which pairs something they experienced with a study/book/system that is supposed to give insight or explain what happened in case study format (I won’t name names here, but the books are usually structured like those in group 3 above).

I wish the insight above was mine, but in full disclosure I had read this idea from someone and for the life of me I can’t remember where (the irony is not lost on me).  I suppose the only thing I’ve added to the above is item four.

I know it’s not fair to pigeon-hole people into only these four categories.  Some people in the second group produce novel insights that place them in group one, and some who write in group one are also guilty of slipping into group two from time to time.  The point is not to dismiss the books that are coming out, but rather to try and objectively draw circles around them in meaningful categories.

I think the diminishing returns I’m seeing is a result of my desire to find a magic bullet to fix whatever problem is “holding me back” from being in a place I want to be, mixed with one of my greatest flaws – I will read, and read, and read, and never make behavioural changes to take action.  Instead of making progress towards my goals in a meaningful way, I instead stay “productive” by reading.

Will this stop me from reading these kinds of books?  Probably not. Let’s be honest, these books are designed to be appealing.  They are a mix of relatable narratives and the promise of a better tomorrow.  They are my harlequin romance novels, my pulp reads.  They are easy to digest because someone else has done the thinking for you.  It’s my own kind of soma that keeps me peaceful and happy.  I know it’s not really that nutritious, but I enjoy it as a guilty pleasure nonetheless.

Stay Awesome,

Ryan

A Reminder to Myself

Last week was a crazy week.  At work, it was the perfect storm between closing out the business of the previous semester, getting the next semester off the ground, and working to start all program reviews before the college faculty disappear for the summer.  In that time, I had meetings on top of meetings (and in one case, two meetings running concurrently).  I had students queuing up to see me for help.  There are agendas to be set, committees to chair, and a hundred messages waiting to be read.  Last week was hell, but I survived.

I had to remind myself of one important thing.  In my job, nothing is so important that it can’t wait.  Sure, there are critical deadlines looming over my head, and a number of people rely on me for deliverables.  However, despite the pressure I was feeling, I knew that there was nothing that was so critical that it couldn’t be added to the list of things I needed to do in favour of focusing on more important tasks.

I’m lucky, because not all jobs have this kind of luxury.

This reminder to myself isn’t meant to show-off or flaunt my job.  It’s not to show that I don’t have accountability, or that I’m allowed to slack off.

It’s a reminder of Eisenhower’s Matrix – there are lots of things that are urgent, but it’s critical to recognize and prioritize what’s important.  In Covey’s language, you put first things first.  For Koch, 20% of your tasks will create 80% of the value.  And on, and on.

Last week, it was important to remember these lessons.  I couldn’t serve everyone at once, and that’s ok.  The best thing to do was to focus on making headway where I could, and leave the rest for next week.

Stay Awesome,

Ryan

A Lesson in Networking

I had a networking success moment last week.  After returning from the ethics board conference, I started doing the standard follow-ups.  One of my follow-up messages was to the director of the Portage network of Canadian institutions whose mission is to promote good data management practices for research institutes.  I noticed at the Portage presentation that Ontario Colleges were typically not included in their activities on account of the fact that Colleges are only now making concerted efforts towards research and data.  It’s still too early for the Colleges to have caught up with what Universities have been doing all along, so the two organizational structures are out of alignment.

I saw this bit of oversight as a good opportunity to introduce myself and suggest that I could connect Portage with my home institution library if there wasn’t already an existing working relationship.  In my follow-up message, I asked for some details for an upcoming event that I could pass along to the director of our library.

I then reached out to our director with the information and filled her in on the details from the conference, and what value a connection with Portage might offer.  Keep in mind that I don’t really know a lot about the library, its operations, or its institutional priorities.  I was merely offering a potential connection without knowing whether things would be a good fit.

At this point, it’s out of my hands, but I did my part to facilitate the introduction.  I think this is the overlooked side of networking.  Most of the time, we think of networking as “what can this do for me.”  Instead, it might be more useful to flip the question around and ask “how best can I help this person with my network.”  You get more value from offering value to others than if you just treat everything as an opportunity to gain for yourself.

Stay Awesome,

Ryan

5 Post-Conference Thoughts

I was away in Montreal for the Canadian Association of Research Ethics Boards conference last week, so I didn’t get a chance to write a blog post leading up to today (hence why the post is late).  However, I didn’t want to leave you hanging, so here are some thoughts on attending the conference.

-1-

This was the first conference I attended where work paid for it.  It was nice not needing to pay for the entrance, the flight, or the hotel room (previously, I would billet with conference organizers to cut down on cost).  It was pretty rad to stay at the same hotel that the conference was operating out of, which made life way easier.

-2-

Conferences can actually be a great learning opportunity.  I learned a lot from the experiences of others as we shared stories and case studies, all of which I have brought back with me to bring to my boards.  I took around 11-pages of notes over the three days, so lots of stuff to review and implement.

-3-

Networking is not something I have a lot of experience in.  In general, I’m terrible with schmoozing and making small talk.  On the plane from Toronto to Montreal, I downloaded my copy of Keith Ferrazzi’s Never Eat Alone and brushed up on some conference networking best practices.  That hour I spent reading on the flight was pretty helpful over the next three days.

-4-

I handed out business cards and collected them while in town.  I’ve already received an email from the President and CEO of an organization out of the US to follow-up on our conversation about receiving accreditation.  This is an example of what you should do with business card swaps – you go in, make a personal connection with the person, and give them a reason to follow-up.  If you give out your card, make sure to follow-up shortly after the conference to keep the connection going.

-5-

Attending the conference put me a little out of my comfort zone.  I could have stayed comfortably in the hotel the entire time and avail myself of the amenities.  However, at various people’s prompting, I did venture out to explore the downtown core.  I made friends with one of the local bartenders as we smack-talked KW, and I was able to enjoy some genuine Montreal poutine.  For my first dinner, I went out alone, but on the second night, I made sure to go out for dinner with a group of people.  Meeting new people is challenging and not a natural thing for me, so I had to intentionally choose to put myself out there.  Having said that, I also respected downtime, and spent the evenings quietly in my hotel room enjoying movies and YouTube to recharge after the day.  I think it’s possible to strike a balance, and it’s good to respect your own personal limit.

All in all, it was a great experience.  I’m glad I went, but I was very happy to return home.  In the end, I felt “conferenced-out” and was looking forward to seeing my fiance after an intense three days of talking about research ethics.

Stay Awesome,

Ryan