AI Learning Design Workshop: Solving for CBE

I recently announced a design/build workshop series for an AI Learning Design Assistant (ALDA). The idea is simple:

• If we can reduce the time it takes to design a course by about 20%, the productivity and quality impacts for organizations that need to build enough courses to strain their budget and resources will gain “huge” benefits.
• We should be able to use generative AI to achieve that goal fairly easily without taking ethical risks and without needing to spend massive amounts of time or money.
• Beyond the immediate value of ALDA itself, learning the AI techniques we will use—which are more sophisticated than learning to write better ChatGPT prompts but far less involved than trying to build our own ChatGPT—will help the participants learn to accomplish other goals with AI.

In today’s post, I’m going to provide an example of how the AI principles we will learn in the workshop series can be applied to other projects. The example I’ll use is Competency-Based Education (CBE).

Can I please speak to your Chief Competency Officer?

The argument for more practical, career-focused education is clear. We shouldn’t just teach the same dusty old curriculum with knowledge that students can’t put to use. We should prepare them for today’s world. Teach them competencies.

I’m all for it. I’m on board. Count me in. I’m raising my hand.

I just have a few questions:

• How many companies are looking at formally defined competencies when evaluating potential employees or conducting performance reviews?
• Of those, how many have specifically evaluated catalogs of generic competencies to see how well they fit with the skills their specific job really requires?
• Of those, how many regularly check the competencies to make sure they are up-to-date? (For example, how many marketing departments have adopted generative AI prompt engineering competencies in any formal way?)
• Of those, how many are actively searching for, identifying, and defining new competency needs as they arise within their own organizations?

The sources I turn to for such information haven’t shown me that these practices are being implemented widely yet. When I read the recent publications on SkillsTech from Northeastern University’s Center for the Future of Higher Education and Talent Strategy (led by Sean Gallagher, my go-to expert on these sorts of changes), I see growing interest in skills-oriented thinking in the workplace with still-immature means for acting on that interest. At the moment, the sector seems to be very focused on building a technological factory for packaging, measuring, and communicating formally defined skills.

But how do we know that those little packages are the ones people actually need on the job, given how quickly skills change and how fluid or need to acquire them can be?I’m not skeptical about the worthiness of the goal. I’m asking whether we are solving the hard problems in the way of achieving it.

Let’s make this more personal. I was a philosophy major. I often half-joke that my education prepared me well for a career in anything except philosophy. What were the competencies I learned? I can read, write, argue, think logically, and challenge my own assumptions. I can’t get any more specific or fine-grained than that. I know I learned more specific competencies that have helped me with my career(s). But I can’t tell you what they are. Even ones that I may use regularly.

At the same time, very few of the jobs I have held in the last 30 years existed when I was an undergraduate. I have learned many competencies since then. What are they? Well, let’s see…I know I have a list around here somewhere….

Honestly, I have no idea. I can make up phrases for my LinkedIn profile, but I can’t give you anything remotely close to a full and authentic list of competencies I have acquired in my career. Or even ones I have acquired in the last six months. For example, I know I have acquired competencies related to AI and prompt engineering. But I can’t articulate them in useful detail without more thought and maybe some help from somebody who is trained and experienced at pulling that sort of information out of people.

The University of Virginia already has an AI in Marketing course up on Coursera. In the next six months, Google, OpenAI, and Facebook (among others) will come out with new base models that are substantially more powerful. New tools will spring up. Practices will evolve within marketing departments. Rules will be put in place about using such tools with different marketing outlets. And so, competencies will evolve. How often will the university be able to refresh that course fast enough to keep up? Where will they get their information?

How can we support true Competency-Based Education if we don’t know which competencies specific humans in specific jobs need today, including competencies that didn’t exist yesterday?

One way for AI to help

Let’s see if we can make our absurdly challenging task of keeping our AI-in-marketing CBE course up-to-date by applying a little AI. We’ll only assume access to tools that are coming on the market now—some of which you may already be using—and ALDA.

Every day I read about new AI capabilities for work. Many of them, interestingly, are designed to capture information and insights that would otherwise be lost. A tool to generate summaries and to-do lists from videoconferences. Another to annotate software code and explain what it does, line-by-line. One that summarizes documents, including long and technical documents, for different audiences. Every day, we generate so much information and witness so many valuable demonstrations of important skills that are just…lost. They happen and then they’re gone. If you’re not there when they happen and you don’t have the context, prior knowledge, and help to learn them, you probably won’t learn from them.

With the AI enhancements that are being added to our productivity tools now, we can increasingly capture that information as it flies by. Zoom, Teams, Slack, and many other tools will transcribe, summarize, and analyze the knowledge in action as real people apply it in their real work.

This is where ALDA comes in. Don’t think of ALDA as a finished, polished, carved-in-stone software application. Think of it as a working example of an application design pattern. It’s a template.

Remember, the first step in the ALDA workflow is a series of questions that the chatbot asks the expert. In other words, it’s a learning design interview. A learning designer would normally conduct an interview with a subject-matter expert to elicit competencies. But in this case, we make use of the transcripts generated by those other AI as a direct capture of the knowledge-in-action that those interviews are designed to tease out.

ALDA will incorporate a technique called “Retrieval-Augmented Generation,” or “RAG.” Rather than relying on—or hallucinating—the generative AI’s own internal knowledge, it can access your document store. It can help the learning designer sift through the work artifacts and identify the AI skills the marketing team had to apply when that group planned and executed their most recent social media campaign, for example.

Using RAG and the documents we’ve captured, we develop a new interview pattern that creates a dialog between the human expert, the distilled expert practices in the document store, and the generative AI (which may be connected to the internet and have its own current knowledge). That dialogue will look a little different from the one we will script in the workshop series. But that’s the point. The script is the scaffolding for the learning design process. The generative AI in ALDA helps us execute that process, drawing on up-to-the-minute information about applied knowledge we’ve captured from subject-matter experts while they were doing their jobs.

Behind the scenes, ALDA has been given examples of what its output should look like. Maybe those examples include well-written competencies, knowledge required to apply those competencies, and examples of those competencies being properly applied. Maybe we even wrap your ALDA examples in a technical format like Rich Skill Descriptors. Now ALDA knows what good output looks like.

That’s the recipe. If you can use AI to get up-to-date information about the competencies you’re teaching and to convert that information into a teachable format, you’ve just created a huge shortcut. You can capture real-time workplace applied knowledge, distill it, and generate the first draft of a teachable skill.

The workplace-university CBE pipeline

Remember my questions early in this post? Read them again and ask yourself whether the workflow I just described could change the answers in the future:

• How many companies are looking at formally defined competencies when evaluating potential employees or conducting performance reviews?
• Of those, how many have specifically evaluated catalogs of generic competencies to see how well they fit with the skills their specific job really requires?
• Of those, how many regularly check the competencies to make sure they are up-to-date? (For example, how many marketing departments have adopted relevant AI prompt engineering competencies in any formal way?)
• Of those, how many are actively searching for, identifying, and defining new competency needs as they arise?

With the AI-enabled workflow I described in the previous section, organizations can plausibly identify critical, up-to-date competencies as they are being used by their employees. They can share those competencies with universities, which can create and maintain up-to-date courses and certification programs. The partner organizations can work together to ensure that students and employees have opportunities to learn the latest skills as they are being practiced in the field.

Will this new learning design process be automagic? Nope. Will it give us a robot tutor in the sky that can semi-read our minds? Nuh-uh. The human educators will still have plenty of work to do. But they’ll be performing higher-value work better and faster. The software won’t cost a bazillion dollars, you’ll understand how it works, and you can evolve it as the technology gets better and more reliable.

Machines shouldn’t be the only ones learning

I think I’ve discovered a competency that I’ve learned in the last six months. I’ve learned how to apply simple AI application design concepts such as RAG to develop novel and impactful solutions to business problems. (I’m sure my CBE friends could express this more precisely and usefully than I have.)

In the months between now, when my team finishes building the first iteration of ALDA, and when the ALDA workshop participants finish the series, technology will have progressed. The big AI vendors will have released at least one generation of new, more powerful AI foundation models. New players will come on the scene. New tools will emerge. But RAG, prompt engineering, and the other skills the participants develop will still apply. ALDA itself, which will almost certainly use tools and models that haven’t been released yet, will show how the competencies we learn still apply and how they evolve in a rapidly changing world.

I hope you’ll consider enrolling your team in the ALDA workshop series. The cost, including all source code and artifacts, is $25,000 for the team. You can find an application form and prospectus here. Applications will be open until the workshop is filled. I already have a few participating teams lined up and a handful more that I am talking to.

You also find a downloadable two-page prospectus and an online participation application form here. To contact me for more information, please fill out this form:

You can also write me directly at michael@eliterate.us.

Please join us.

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