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Chapter by Catherine Mercer Bing
Do unto others as THEY would have you do unto THEM.
With globalization, employees around the world are interacting more often with each other, both virtually and in face-to-face work sessions. Even in companies that are not global, multiculturalism in the workplace is a business imperative that must be understood and managed effectively. All four aspects of the Mahal Facilitation Framework: Strategies and Solutions, Programs and Process, Learning and Development, and Cooperation and Collaboration are impacted by cross cultural considerations. They all require communication and since learning is pervasive in these areas, this chapter focuses on the foundations of design and delivery of materials, specifically taking into account the aspects of culture that impact learning and effective communication.
The “Golden Rule” often quoted as “do unto others as you would have them do unto you.” is all about how you want to be treated. In the cross cultural world, we need to treat people the way they want to be treated. The definition of “respectful” for a person in one culture may in fact be disrespectful to someone from another culture. This could include shaking hands (men and women do not shake hands in certain cultures) or it might be making direct eye contact (in other cultures this is extremely rude), and so forth. The quotation at the beginning of this chapter: “Do unto others as THEY would have you do unto THEM,” sets the tone of this chapter.
The concepts and principles introduced in this chapter focus on all aspects of learning, program design, and development—they apply equally to facilitation of workshops. The chapter also will include some activities to use when developing trainers and facilitators who work in multi-cultural settings. Let’s start with an example of why culture is an important topic to include in this publication.
Example of Cultural Blunders in Learning Facilitation
Zoe McWinters has been asked by Rhonda McCarthy to teach a half-day class in Project Management. She appreciates being recognized for her expertise and works very hard to create a half-day program with a PowerPoint presentation on the topic and some participant exercise materials as handouts.
Zoe is opening her program with a little exercise that helps participants get to know each other. She has a mixed cultural class. She introduces the program with what she calls an “icebreaker” by asking each individual to introduce himself/herself and tell the class their most important achievement.
When it gets to Zeng Ding’s turn, he simply says his name and that his achievement is that he was selected to attend the class. He then looks at the floor. Zoe encourages him to tell more about his experiences and achievements by saying, “Zeng, I am sure you accomplished some achievements that are more important than attending this class, please tell us about just one thing so we all can get to know you better.” He continues to look at the floor and the silence becomes uncomfortable. She waits until the silence gets unbearable, shrugs her shoulders then calls on the next person in the class. About a third of the remaining participants choose to say that their greatest accomplishment is being in the class.
For the next exercise, Zoe asks questions specific to the pre-work and gets about three or four people (out of fifteen) who are eager to share their answers. After calling on those participants a couple of times each, she comments, “I am sure some of the rest of you know these answers too. Don’t be shy. Mariza, do you know the answer to my question?” Mariza does not answer, so Zoe calls on one of three participants who seem to know all the answers.
Early in the program Zoe is asked by one of the participants what PMBOK® (Project Management Body of Knowledge) stands for. She praises the participant who asks and says, “There are a lot of acronyms in this business. If I use any you do not know, please ask me to clarify them.” She gets no other questions about acronyms during the session.
At the break and within earshot of some of the participants, she complains bitterly to a male colleague that the class is not very responsive. She suggests that maybe it is because they are not from the US but from various cultures that they are just not prepared for the content. She is anxious that she is falling behind in covering the materials and now will have to speed up the program delivery.
After the break, she starts right on time and calls out to the participants who are not in the class when she wants to start. After the break she attempts to lighten things up a bit by telling a humorous story about an older gentleman who felt he was too old to learn new things, but eventually was proved wrong…a few in her class responds with a laughs, but for most, the story seems not to have the intended effect.
Zoe continues to provide exercises for practice in the subject matter and puts participants into small groups to present their findings. They seem to work better without her involvement. She ends the morning with a high level of frustration, but is glad she got through all the materials in the time she was assigned. When her evaluations come back she is surprised that she got pretty good marks even from the students who did not seem very involved in the learning.
(Test Yourself) Questions:
What did Zoe not do well? Provide some specific examples.
What did Zoe do well? Provide some specific examples.
(See the end of the chapter for the answers.)
This example clearly illustrates the frustration for facilitators and learners and highlights the need for general cultural sensitivity in any learning situation. When learners are culturally diverse, a lack of cultural metacognition on the part of the facilitator leads to making things more difficult—not easier as facilitation implies.
This example is full of cultural missteps. The outcome of the session was to be learning. However, the facilitator focused on her preferences (which were culturally bound to what works for her or in her culture). She employed methodologies and questioning techniques she had used in similar situations with mono-cultural learners. She did not understanding the cultural drivers for the people who attended this program. She showed a lack of respect for the learner and did not understand how to engage them to learn. So, instead of learning, she may have caused headquarters Human Resources to lose respect (face) and she may have contributed to frustrating the employees who attended her session rather than making learning easier.
We use this example to point out how easy it is to be perceived as “culturally insensitive.” Here are just some of her errors:
To repeat…to facilitate is to “make easy.” In making it easy for learners, we must better understand what cultural values and experiences the participants bring to a learning scenario. Effective facilitators will adjust to the learning styles of their participants. To be a good facilitator in multi-cultural learning situations and workshops, we must have a sense of what makes learning and involvement easier for participants.
Our cultural values, learned early and deeply embedded, drive what we think is acceptable behavior throughout each stage of creating and delivering a learning situation. If we, as professionals are not careful, we will allow our unconscious bias to define how we design and deliver learning opportunities. We will base the “how we do what we do” on our preferences, not those of others—thus making it more difficult for them and easier for us. To prevent this we need to start with some basic culture terminology.
Culture Terminology
Cultural dimension are complex and do not exist in isolation. However, we need to start with some basic culture terminology so we understand what Zoe missed in her facilitation. Dr. Geert Hofsgtede has done some of the widest and longitudinal research in the cultural field and his dimensions and orientations will be used as the framework to talk about culture in this chapter.
Figure 9.1 – Cross-Cultural Facilitation Framework
“Cultural Metacognition refers to a person’s reflective thinking about his or her cultural assumptions. Cultural metacognition seems to have a strong effect on how people effectively collaborate across cultures.” (Harvard Assistant Professor Roy Y.A. Chua)
Dr. Geert Hofsgtede’s research highlights five dimensions:
These terms will be used and examples given to help facilitate understanding for the reader.
Term Definitions
Cultural definition: Culture is the collective programming of the mind that distinguishes the members of one group or category of people from others.
Individualism Dimension: Individualism is the degree to which decisions are made for the benefit of the individual, or for the benefit of the group. The orientations for this dimension are Individual or Group Orientation.
Power Distance Dimension: Power Distance is the degree to which inequality or distance between those in charge and the less powerful (subordinates) is accepted. The orientations for this dimension are Hierarchical or Participative Orientation.
Certainty Dimension: Certainty is the extent to which people prefer rules, regulations and controls, or are more comfortable with unstructured, ambiguous or unpredictable situations. The orientations for this dimension are Need for Certainty or Tolerance for Ambiguity Orientation.
Achievement Dimension: Achievement is defined as the degree to which we focus on goal achievement and work or quality of life and caring for others. The orientations for this dimension are Achievement or Quality of Life Orientation.
Time Orientation Dimension: Time Orientation the extent to which members of a society are prepared to adapt themselves to reach a desirable future, or the extent to which they take their guidance from the past and focus on fulfilling their present needs and desires. The orientations for this dimension are Long Term or Short Term Orientation.
Culture Applied to Learning
In the world of learning and development, the definition of “facilitator” is, “…one that helps to bring about an outcome (as learning, productivity, or communication) by providing indirect or unobtrusive assistance, guidance, or supervision (for example, the workshop’s facilitator kept discussion flowing smoothly…).” While training is a type of facilitation (learning transfer); it can be different in application from general facilitation in some cultures.
This is an important distinction when working across cultures. In more of the Western cultures, it is incumbent on the students to be responsible for their learning.
In many High Power Distance cultures, it is the professional who is responsible to make sure learning occurs. In India, for example, for thousands of years under their caste system, the Brahmins were held in highest regard. People of this caste were found in professions including Hindu priests, artists, teachers, technicians. And not unlike the religious leaders in Early Europe, they were educated and could read. In many parts of the world, teachers—and learning—are still held in high regard. In India, due to cultural nuances such as deference to elders and deference to those who are better educated, there is still pressure on those delivering the learning materials to “own” the learning. It is incumbent upon them to assure the students learn.
An Aspect of Power Distance
Hierarchical Orientation = Employees are expected to follow through as ordered; they are less likely to suggest solutions for problems unless specifically asked/told.
Participative Orientation = Employees are expected to go to managers to report on progress and suggest approaches to problem solving.
In Western cultures, it is more incumbent on the students to be responsible for their learning.
Other Differences
You might be surprised that in some countries, class discussion is not the norm and, in fact, it is uncomfortable for certain students to speak up or challenge other students’ opinions. This is likely due to Group Orientation (as opposed to Individual Orientation). When a culture values harmony, there is less likelihood of challenging discussions.
There is less likelihood of learners (or employees for that matter) asking challenging questions or bringing up challenging issues. There is a preference for a group response and opinion, rather than an individual one. Small group work in learning situations is very comfortable. In many Western schools, small group work or students helping other students is still seen as “cheating.” (Thus reinforcing the Individual and Achievement Orientations – do it yourself attitudes in Western countries and competing against others as opposed to Group and Quality of Life Orientations which include behaviors such as cooperation and helping each other – typical in Asian and other cultures.)
An Aspect of Achievement
Achievement Orientation = Assertiveness, competitiveness and ambition are virtues.
Quality of Life Orientation = Modesty, solidarity, and helping others are virtues.
Tension Between Individual or Group Orientations:
In collectivistic [Group Oriented] cultures, people will assess themselves in terms of their ability to maintain harmonious relationships with others. One’s identity is the group: the family, neighborhood, school, or the company where one works. Words for the concepts identity and personality in terms of a person separate from the context do not even exist in the Chinese and Japanese languages. (Source: Cross-Cultural Consumer Behavior: A Review of Research Findings. Journal of International Consumer Marketing, 23:181–192, 2011 ©2011 Marieke de Mooij and Geert Hofstede).
Again in the West, we expect people to have and express their own opinions, but this is not the case in much of the rest of the world. As an example, a consultant was providing a program for the Biostatistics and Clinical Programming department of a major global pharmaceutical company. The class was in held in the US where over 70 percent of the members of the department were of Chinese descent. The class was being observed by an American who attended due to an interest in the subject. At the first break he approached the facilitator and said, “I noticed that you are reluctant to call on anyone in the class and you keep putting them into small groups. Why don’t you just call on people?”
He was unfamiliar with the scenario that if an instructor were to call on an individual and that individual did not know the answer it would be the instructor who lost face, not just the student. He was uncomfortable with the approach to attend to the preferences of the learners – to come up with a group opinion rather than an individual one. If he has been the instructor, the learner would not have had it easy.
An Aspect of Individualism
Individual Orientation = Speaking one’s mind is a characteristic of an honest person.
Group Orientation = Harmony should always be maintained and direct confrontations avoided.
Tension Between Task and Relationship
This same person then asked, “Well wouldn’t it be faster to get through the materials if you just called on one person instead of spending time letting them discuss in small groups?” Here he was expressing a lack of understanding of the difference between task and relationship.
An Aspect of Individualism
Individual Orientation = Task prevails over relationship.
Group Orientation = Relationship prevails over task.
He felt that the need to get through the material (the task) was more important than making sure the students were comfortable, which consists of getting to know and trust their learning colleagues better through small group interactions.
Stages for Developing Learning in Training or Workshops
In the learning and development world, there are a series of steps to assure that the investment in attendees is effective and ensures change. Let’s focus on each stage of the process of creating learning situations and workshops. We will look at each through the lenses of culture and “facilitation”—making it easy.
These stages include:
Stage 1: Data Gathering/Needs Assessment
To design an effective learning situation it is most helpful if the outcomes required are made clear to the designers (to make it easier for them to succeed in their part of the process). Of course this process of gathering information involves people in the company who are typically not the “end user” (learners). They might be the department head, a functional head, supervisors, or executives, in addition to the learners. If we are going to facilitate a needs assessment/data gathering conversation, how do we make it easy for them to provide information? Here are a few culturally nuanced ideas on how to be effective as well as culturally appropriate:
Stage 2: Program Design
Designing effective training requires a thorough understanding of the needs of the trainees. And knowing what outcomes are expected helps inform content and the design methodologies used. Modification becomes even more critical to the success of a training program when it is presented to audiences of different nationalities or audiences of multiple cultural backgrounds within a single program.
Once the issues and sponsor-determined outcomes have been clarified, the program design begins. Now you need to think about the learners and what will make it easier for them. What is different when design of learning is cross-cultural?
An Aspect of the Certainty Dimension
Need for Certainty = Comfortable in structured environments.
Tolerance for Ambiguity Orientation = Trying new approaches is encouraged.
Things to consider:
Here are some strategies:
Stage 3: Methodology Selection
In choosing methodologies, designers of domestic programs already understand the importance of sensitivity to the needs and preferences of the trainee. Designers must consider regional preferences, levels within an organization, and/or differences between functions.
Senior management usually wants training in shorter bursts rather than full days. Middle management and lower levels of the organization seem to prefer the opportunity to practice what they learn, which takes more time than many executives are willing to give. Short trigger stories, which are designed to stimulate thinking and learning, should contain different content for training software engineers than they would for those in marketing, customer service, or facilities management.
Program designers use information about the variety of cultural approach preferences, as measured by assessments like ITAP International, Inc.’s Culture in the Workplace Questionnaire™ (to CWQ), to help inform their choice of varied methodologies for activities.
Both trainers/instructors and facilitators cannot assume that all participants in a learning situation come with the same framework, understanding, context, willingness to learn, and so forth. Anyone who has conducted learning sessions (or managed more than one person at a time) will tell you that everyone is different. A tactic that may work with one person may completely fail when used with another. This is most true when working with or helping people from a variety of cultural backgrounds. Here is what you might want to do differently to align with various cultural orientations:
Stage 4: Delivery Style
In formal learning situations, facilitation is defined quite differently than training. Simply put, training is more about “telling” and facilitation is more about “leading the thinking process to better understanding through unobtrusive guidance.” Facilitators tend to be neutral individuals who act as a catalyst for the group of learners. Trainers may be subject matter experts who are sharing their knowledge to groups of learners.
Understanding cultural national preferences is a critical part of knowing your international audiences. Delivery style preferences vary greatly from country to country. What is different?
An Aspect of the Time Orientation
Long Term Orientation = Success over a long time horizon is valued.
Short Term Orientation = Quick results are expected.
What you might want to do differently:
Stage 5: Creation of Participant Learning Materials
Review of Zoe’s situation
Refer to the case study at the beginning of this chapter.
Test Yourself:
What did Zoe do well? (Provide specific examples.) What did Zoe not do well? (Provide specific examples.) The Answers to the questions are below.
What did Zoe do well?
What did Zoe not do well? She:
Helpful Hints
Culture is deeply embedded and values that drive workplace behaviors are not easily changed. Recognize that people are going to do things differently from the way you might do them. Different is not necessarily better or worse—it may just be different. Respect others and their approaches. They, too, want to succeed and are for the most part. They want to do an effective job. Find ways to reconcile how to work together that takes into account the differences in your approaches. Clearly outline what is expected in some detail (Need for Certainty). That and clear, frequent communication are very helpful approaches in identifying differences and working to find ways to honor, yet reconcile those differences.
First and foremost, know your audience! If you cannot really know who they are (culturally) then, as in any facilitation activity, carefully watch the audience. If what you are doing does not work, or does not work for some of them then switch it up. Talk about learning and cultural style differences so that everyone knows why you are doing things a little differently. Get them into small groups to talk about and present what they are thinking should change.
Professor Roy Y.J. Chua, Assistant Professor, Organizational Behavior Unit, Harvard Business School says, “Managing cultural friction not only creates a harmonious workplace, but ensures you reap the benefits of multiculturalism at its best.” (Source: Blanding, Michael, Cultural Disharmony Undermines Workplace Creativity, Harvard Business School Working Knowledge Magazine, 09 Dec 2013.)
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