To appear in the ACM SIGOIS Bulletin, December 1996

Evaluation of Learning, Evaluation as Learning

Magnus Ramage
Computing Department, Lancaster University, Lancaster, LA1 4YR, UK
magnus@comp.lancs.ac.uk

To forge a link between organisational learning and CSCW would seem to be a good thing, especially at the level of work studies. I think groupware might also have some application to the learning organisation, though it might be well not to over-stress this application: most descriptions of the learning organisation, such as Senge's five disciplines and Pedler et al's eleven characteristics are solidly based on people and human activity systems rather than technology. Argyris & Schön's model of double-loop learning might be held to be an exception to this, based on lines and boxes as it is, but even that is an extension of Bateson's earlier work on learning types, which was distinctly humanistic in its orientation. So my first point would be to beware of taking groupware as the driver for the learning organisation - people are the driver for the learning organisation.

But I shall pass over such questions in this paper. I shall also pass over the interesting question of the link between organisational learning and organisational memory. This seems to point up fairly clearly the fact that both these concepts are metaphors (cf. Morgan, 1986): people can learn, but organisations can't. However, if an organisation is to 'learn', it must surely keep its learning somewhere, in a transient or permanent store (whether of a formal or informal nature); and maybe it's a good idea to call this its memory.

My main interest in CSCW at present is evaluation, and in particular steps towards an attempt to make this area rather firmer than its current somewhat fragmentary nature. One of the crucial things to me is to consider the purpose of the evaluation. It is often held that evaluation is primarily conducted for one of two key purposes: to assist in the systems development process by critiquing the evolving system (formative) or to determine the effects of a groupware system upon an organisation (summative). I would suggest that a third purpose can be seen - to enable a process of learning among all stakeholders in a system.

This ties in with the other purposes - so for system developers, the learning that goes on in an evaluation (whenever it takes place) may concern how their system could be changed to better fit the needs of real or hypothetical people; but it may equally well be at the level of transferable information, such as the 'post-mortems' that Microsoft are reported to hold at the end of a project, to allow lessons learned to be used in the next project (Cusumano and Selby, 1995). For managers, the learning from a system implementation may be technical ("don't use Appletalk, use Ethernet instead"), strategic ("don't buy from company X, their products are terrible"), organisational ("groupware will really undermine our hierarchy") or various others. For evaluators, learning may be in terms of methods that did or didn't work (what you might call action research). And so on along the list of stakeholders - but for each the key is that learning takes place (both the everyday but important sort that Bateson calls Learning I and the more complex kind involving questioning of assumptions that he calls Learning II).

An interesting effect of looking at evaluation as learning is that we become aware of how much learning goes on simply because of the evaluator's presence. It is now commonplace for various kinds of social researchers, especially ethnographers, to take a reflexive stance - to be aware of their own effects upon a situation under study (Plowman et al, 1996). Evaluators, as deliberately interventionist researchers, can build an awareness of their effect into the process of evaluation - such as by raising the consciousness of one group of stakeholders to the perspectives of other groups. Guba and Lincoln (1989), for example, use an evaluation strategy they term "hermeneutic/dialectic", which involves confronting one group of stakeholders with the conflicting views of another group, the better to facilitate open discussion about what is Good or Bad for all stakeholders.

I have discussed so far my view of evaluation as learning - in how evaluation becomes part of the organisation's learning processes. My other recent interest in CSCW and organisational learning has been in an evaluation of learning. I have been acting as an evaluator of the learning going on within a research team at another university in the north of England. The team there are researching organisational learning in the surveying profession (which, in the UK, means those who determine the value and condition of property and land), using the definition of the learning company provided by Pedler et al (1991), and a questionnaire devised by the authors to measure the eleven characteristics they identified.

However, the project team became aware a few months into the project that they while they had much focus on the learning processes of these surveyors, they had very little focus on their own learning. This awareness led them to two results: they began to focus on individual learning within the project team, and they asked me (as an outsider) to hang around and comment on their learning.

I have therefore spent time watching the team at working, talking with its members (informally or in interviews) and attending a number of the project's meetings. Through this involvement with the team, I have periodically made comments about their ongoing processes; acted as scribe for, and commentator on, their own self-examination exercises (such as a brainstorming session of what was going well or badly, held at the project steering committee); and facilitated them in a stakeholder mapping exercise. Also, similar to the above discussion of the effect of the evaluator, I have to some extent acted as a reminder of the need to consider their learning simply by being there and asking questions.

Has my involvement, and the other self-examination going on, changed the way the project works? I believe it has to some extent. They have certainly been fairly unusual in the way they have presented themselves to the outside world - their project report (Matzdorf, 1996) was written in a light and readable style (most unlike the usual style of surveyors); and they have given a number of "roadshow" presentations of their work to different groups, where instead of a formal talk they exhibited a number of different people's views on the project (written or spoken on tape), which then served as the basis for informal discussion. This style has much to do with the views of members of the project team as to informative methods of presentation, but the fact they have been focusing on their own processes makes something of a difference too.

So I argue that evaluation needs to be treated, not as a process of producing judgements, but as the facilitation of organisational learning. Researchers at the Tavistock Institute of Human Relations have done much to bring in this new view of evaluation - they write:

"learning from innovation is often a more important 'outcome' of the innovation process than the expected achievements of innovation - which are frequently only partially realised." (Cullen et al, 1993, p.118)

References

Argyris, Chris and Donald Schön. Organizational Learning. Addison-Wesley, 1978.

Bateson, Gregory. The Logical Categories of Learning and Communication. In Steps to an Ecology of Mind, Chandler, 1972.

Cullen, J., J. Kelleher and E. Stern (1993). Evaluation in DELTA. Journal of Computer Assisted Learning, 9: 115-126.

Cusumano, M and R Selby. Microsoft Secrets. Free Press, 1995.

Guba, Egon and Yvonna Lincoln. Fourth Generation Evaluation. Sage, 1989.

Matzdorf, Fides (et al.) Learning to succeed: organisational learning in the surveying profession. School of Urban & Regional Studies, Sheffield Hallam University, UK / Royal Institute of Chartered Surveyors, 1996.

Morgan, Gareth. Images of Organisation. Sage, 1986.

Pedler, Mike, John Burgoyne and Tom Boydell. The Learning Company: a strategy for sustainable development. McGraw-Hill, 1991.

Plowman, Lydia, Richard Harper and Yvonne Rogers (eds). The 'Professional Stranger': A Collection of Papers on the Role of the Fieldworker in Workplace Studies for CSCW. CSRP 428, University of Sussex, UK, 1996.

Senge, Peter. The Fifth Discipline. Doubleday, 1990.


Cooperative Systems Engineering Group | Computing Department | Lancaster University

Magnus Ramage 7 November 1996