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  • Conducting Effective Training through Careful Evaluation

    by Theresa L. Bohannan, MPH

    Disclaimer: The following is an excerpt and adaption from A Guide to Conducting Effective Training Evaluations: Recommendations, Strategies and Tools for Dependency Court Improvement Programs (Guide), authored by Dr. Sophia Gatowski and Dr. Shirley Dobbin.

    A Guide to Conducting Effective Training Evaluations: Recommendations, Strategies and Tools for Dependency Court Improvement ProgramsProfessionals who want to increase their knowledge about specialty topics in their field typically attend conferences, continuing education programs, or other forms of training. Professional development can take resources away from daily activities so it is critical that we know we are spending our time wisely and that trainings are effective. Trainees fill out surveys, either online or in-person, asking what they thought of the food, the venue, the materials, the speaker, etc. However, is that training increasing trainees’ knowledge about a subject matter? Is the training effective at changing attitudes and behaviors? The way to get to these answers is by conducting effective training evaluation. Conducting effective training evaluation is imperative to ensuring people are receiving the intended benefits of the training event.

    State Court Improvement Program (CIP) coordinators tasked with judicial trainings related to child abuse and neglect issues may find evaluation a difficult step in planning. The stress on Continuous Quality Improvement (CQI) in recent years has illuminated the need to improve and tailor training. A component of this is careful evaluation before, during, and after training events.

    The National Council of Juvenile and Family Court Judges (NCJFCJ), as part of the National Resource Center on Legal and Judicial Issues, a service of the Children’s Bureau, developed A Guide to Conducting Effective Training Evaluations: Recommendations, Strategies and Tools for Dependency Court Improvement Programs. The Guide assists in identifying training needs, developing training methodologies and evaluation tools, and assessing training outcomes. The Guide does not recommend a universal method to evaluation, but rather provides the tools and resources needed for training coordinators to adopt their own evaluation method. It offers approaches for measuring objectives and outcomes. The Guide seeks to help training managers better target, design, and deliver trainings.

    Development of the Guide first started with a comprehensive review of effective strategies for adult education and training programs. We evaluated resource materials and interviewed judicial educators. We examined options for training design, mode of delivery, and obtained perspectives on training evaluation generally and specifically for dependency court systems. An advisory committee made content recommendations and several state CIPs piloted the strategies, guidance, and template evaluation tools. Feedback and lessons learned from these pilot sites enhanced the final product.

    The main goals of the Guide are to:

    1. Provide guidance and strategies for the program planning, design, implementation, and evaluation stages of dependency court training efforts;
    2. Encourage training coordinators to use the strategies to support local, state, and national training agendas; and
    3. Provide template tools that facilitate an assessment of satisfaction, skill or knowledge acquisition, behavior, practice and attitude change, and training impacts or outcomes.

    The Guide consists of six chapters that lead training program managers through the entire evaluation process.

    Chapter One, “Training Program Planning and Evaluation”, focuses on the critical program planning tasks and training evaluation basics. In order to tailor training, a first step is to conduct a training needs assessment to discover gaps in professional development. Training needs assessments will help inform future training planning and ensure professionals in the field are receiving up-to-date information that is relevant to their daily work. Having a comprehensive resource available to training coordinators can greatly improve their planning and eventually improve outcomes for trainees.

    Chapter Two, “Training Satisfaction and Reaction Measurement”, provides recommendations and strategies for ensuring that the measurement of training participants is useful.

    Chapter Three, “Measuring Learning Acquisition”, centers on measuring learning acquisition by explaining the primary learning modes that occur during training and providing methods for evaluating learning.

    Chapter Four, “The Assessment of Behavior and Practice Change”, focuses on measuring behavior and practice change and provides guidance of how to assess whether trainees applied their newly acquired skills.

    Chapter Five, “The Assessment of Training Outcomes”, reviews approaches to determining the outcomes associated with training programs.

    Chapter Six, “Analyzing, Interpreting, and Reporting Training Evaluation Data”, provides ideas for analyzing, reporting and utilizing training evaluation data and covers the analytical techniques needed to understand results.

    Associated with each chapter are Tools and Resources that facilitate development of unique evaluation and assessment tools.

    This comprehensible resource will assist State CIPs and other training professionals assigned to designing effective dependency court training across the nation. Methods introduced in the Guide will allow training coordinators to go beyond reporting the number of training programs held and participants trained. It will help assess the impacts and outcomes from training events. The Guide is available on the NCJFCJ website, along with a navigation tool to assist users in determining their understanding of training evaluation and where to begin.

  • You Say Potato: A Curriculum Corner Crossword

    For any occupation, a shared language helps define and guide its work. Establishing terms of art provides clarity and precision to members’ conversations and allows for more constructive discussion of the challenges that judicial branch educators face. This crossword puzzle is designed to reinforce some key terms and meanings of the NASJE Curriculum’s language. The clues and answers are derived from the glossary established by NASJE’s Curriculum Committee in their curriculum designs for each of our profession’s core competencies.

    Screen Shot 2014-10-17 at 8.16.37 AM

    Across

    3. the uniqueness of each individual
    5. a series of sequential steps used to plan and deliver a course (2 words)
    6. applying the art and science of working with adults in an educational setting
    7. an aspirational description of what an organization desires to become in the long term
    9. a discrete educational endeavor
    10. an overarching education plan for a specific audience
    13. those responsible for delivering educational content
    14. free from bias, injustice and prejudice
    15. statement of what participants will be able to do or say to demonstrate learning (2 words)
    18. truthfulness, credibility, worthiness, knowledgeable
    19. a course posted online and accessed on demand is an example of a(n) _____ delivery method

    Down

    1. synonymous with adragogy (2 words)
    2. the system of moral principles that guides proper behavior
    4. authorities that guide key operational decisions
    8. the personnel who carry out a specific enterprise
    11. the actual delivery of educational content
    12. process to assess the value of something
    16. _____ learning is education that combines two or more delivery types
    17. _____ teaching engages two or more individuals sharing the delivery of content to an audience

     Visit the Answer Grid

  • Pat Murrell Receives 2014 Karen Thorson Award

    The NASJE Business meeting was held during lunch on Tuesday, August 5, and President Jill Goski presided over the business meeting and presented Dr. Patricia H. Murrell with the Karen Thorson Award.

    Dr. Patricia Murrell leads NASJE Conference attendees in an experiential learning activity.
    Dr. Patricia Murrell leads NASJE Conference attendees in an experiential learning activity.
    Dr. Patricia H. Murrell receives the Karen Thorson Award.
    Dr. Patricia H. Murrell receives the Karen Thorson Award.
    NASJE President Jill Goski presents the Karen Thorson Award to Dr. Patricia H. Murrell.
    NASJE President Jill Goski presents the Karen Thorson Award to Dr. Patricia H. Murrell.

     

  • Updates from the 2014 NASJE Annual Conference

    The 2014 NASJE Annual Conference is underway. Check here for pictures and updates from the conference.

     

    Wednesday, August 6

    The 2014 NASJE Annual Conference is wrapping up with a plenary session by Toni Halleen, JD, in which attendees are exploring how lessons from improve comedy can help them be more effective under pressure.

    Toni Halleen, JD, presenting the Wednesday, August 6 Plenary Session: Think on the Spot: Effectiveness Under Pressure.
    Toni Halleen, JD, presenting the Wednesday, August 6 Plenary Session:
    Think on the Spot: Effectiveness Under Pressure.
    Toni Halleen, JD, presenting the Wednesday, August 6 Plenary Session: Think on the Spot: Effectiveness Under Pressure.
    Toni Halleen, JD, presenting the Wednesday, August 6 Plenary Session:
    Think on the Spot: Effectiveness Under Pressure.

     

    Tuesday, August 5

    Dr. William F. Meinecke, Jr. presents the Tuesday, August 5 afternoon plenary session:
    Dr. William F. Meinecke, Jr. presents the Tuesday, August 5 afternoon plenary session:
    Law, Justice & Holocaust: How the Courts Failed Germany

    The NASJE Business meeting was held during lunch on Tuesday, August 5. President Jill Goski presided over the business meeting and presented Dr. Patricia H. Murrell with the Karen Thorson Award. Attendees heard reports from the Chairs of NASJE committees, approved proposed changes to NASJE Constitution and Bylaws, and elected members to open NASJE Board seats.

    Dr. Patricia Murrell leads NASJE Conference attendees in an experiential learning activity.
    Dr. Patricia Murrell leads NASJE Conference attendees in an experiential learning activity.
    Dr. Patricia H. Murrell receives the Karen Thorson Award.
    Dr. Patricia H. Murrell receives the Karen Thorson Award.
    NASJE President Jill Goski presents the Karen Thorson Award to Dr. Patricia H. Murrell.
    NASJE President Jill Goski presents the Karen Thorson Award to Dr. Patricia H. Murrell.

     

    10:50 AM
    Dr. Maureen Conner just completed her portion of the morning plenary. During the session, Dr. Conner led participants to think about and discuss their own professional guiding philosophy, mission, values, voice, thinking, acting, competence, and ability to be forward-looking, as well as how these factors impact each participant’s organization and the profession of judicial education as a whole. Participants were divided into groups, and each group reported back on one of the above listed factors. The thoughts that the different groups shared will be collected and presented in a future article for the NASJE News.

    Dr. Maureen E. Conner presents the Tuesday morning plenary session: "Judicial Educators as Change Leaders"
    Dr. Maureen E. Conner presents the Tuesday morning plenary session: “Judicial Educators as Change Leaders”
    Conference attendees chatting prior to the Tuesday morning plenary session.
    Conference attendees chatting prior to the Tuesday morning plenary session.

     

     

    Monday, August 4

    Boarding the trolley back to the hotel after the NASJE reception at Riva Restaurant on Navy Pier.
    Boarding the trolley back to the hotel after the NASJE reception at Riva Restaurant on Navy Pier.
    Deborah Smith from the National Center for State Courts presents during the "What's Trending and the Vital Role of Judicial Branch Education" session.
    Deborah Smith from the National Center for State Courts presents during the “What’s Trending and the Vital Role of Judicial Branch Education” session.
    NASJE Attendees discuss the film Fruitvale Station in an afternoon session.
    NASJE Attendees discuss the film Fruitvale Station in an afternoon session.
    Monday, August 4: Professor Jeffrey J. Rachlinski, Cornell Law School, delivers the Plenary Address -- Implicit Bias and the Myth of Equal Justice
    Monday, August 4: Professor Jeffrey J. Rachlinski, Cornell Law School, delivers the Plenary Address: “Implicit Bias and the Myth of Equal Justice”
    Monday, August 4: Conference attendees talking during the morning break.
    Monday, August 4: Conference attendees talking during the morning break.
    Hon. Dennis Archer, former Mayor of Detroit and former Michigan Supreme Court Justice, delivers the Keynote Address: "Perceptions of Justice & Judicial Education"
    Monday, August 4: Hon. Dennis Archer, former Mayor of Detroit and former Michigan Supreme Court Justice delivers the Keynote Address: “Perceptions of Justice & Judicial Education”
  • From the Editor

    Well, the annual conference of the National Association of State Judicial Educators is upon us. To those of you who will be in Chicago next week for the conference, I want to say that I look forward to seeing you there. To those of you who will not be attending this year, I want to tell you that I will be posting updates on the conference during the week. Additionally, we will be posting other new content next week, so please check the NASJE News website regularly next week for annual conference updates and new articles.

    Since the annual conference marks the transition for NASJE from one year to the next, I also wanted to take this opportunity to let the readers of NASJE News know that we have some new, and we hope exciting, things planned for the next year. Our goal is to make NASJE News a more dynamic portal for news and information about judicial branch education.

    Over the past year, we have revamped the resources section of the NASJE website as well as streamlined how parts of the website function. In the next week, to coincide with the annual conference, we will be rolling out a “Coming Events” section on the main page, as well as a web accessible calendar for NASJE meetings, webcasts, etc.

    In the coming months, we will be transitioning from a periodically published electronic newsletter to a news aggregator format. We will still publish regular features and other major articles on a periodic basis (quarterly to start, transitioning to monthly in the future), but we will increasingly focus on publishing short, timely articles and links to content relevant to judicial branch education. And it is with respect to this endeavor that I want to ask two things of you, our readers.

    First, I ask for your support and patience as we grow into a new type of news site. Over the past two years that I have served as first co-editor and now editor of the NASJE news, we have experienced some instances where the transition from the leadership of Phil Schopick, who expertly edited the NASJE News for many years, has been challenging. I foresee more challenges in the future as we work to make NASJE News a site that you will check weekly, or maybe even daily, for news and information that will help you in your professional life. So please bear with us as we grow, and also please know that your suggestions are always welcome.

    Second, I ask you to send me any news articles or resources that you believe would be interesting to the readers of NASJE News. These may be articles or resources on judicial education, adult education, faculty development, stress management, team building, etc. In other words, I am looking for anything that would give the readers of NASJE News information that would be helpful in their professional endeavors.

    Thank you,
    John Newell
    Editor, NASJE News

  • From the President (Spring 2014)

    by Jill Goski

    NASJE President Jill Goski
    NASJE President Jill Goski

    Recently, while hanging a plaque with a paraphrased Margaret Mead quote, “Never doubt that a small group of thoughtful people can make a difference, in fact, it is the only thing that ever has,” I reflected on how central this concept has been in building NASJE as a professional organization. I’ve always been amazed at how much NASJE as a small professional organization accomplishes. However, until I joined the Board, much of the work and contributions were invisible and I didn’t realize what it takes to sustain NASJE and keep it flourishing into the future. My hope is that through a periodic update from the President, the work of the Board and efforts of NASJE members will be more visible. This update provides only a sample of the tremendous contributions over the past few months.

    To support the goal of increased communication across our membership, I have been working with Joseph Sawyer, Website and Technology Committee Chair, John Newell, Newsletter Committee Chair, and Board Committee Liaisons, Kelly Tait and Mary Kennedy, to reconfigure and update the NASJE Website for easier access and expanded resources. Although it is a work in progress, Joseph and John have done wonders so please take a look around the site! Earlier this year, the Board created a central repository for NASJE documents and resources, which will provide better organization, continuity and accessibility of NASJE records, reports and related materials. Additionally, at the April meeting, the NASJE Board approved launching a NASJE LinkedIn Group as another opportunity for NASJE members to connect, network and share information and resources. Jeff Schrade, NASJE Treasurer-Elect, was instrumental in keeping us current by providing the research and foundation for both the central document repository and creation of the Linked In Group. All NASJE members should have received an invitation from Jeff to join the group or you may do so by clicking here.

    In November, the International Organization for Judicial Training (IOJT) held their conference in the U.S. for the first time. Approximately fifteen NASJE members attended the conference in Washington, D.C. and Caroline Kirkpatrick led the group in hosting a NASJE Information Table at the IOJT Knowledge Fair. This provided an excellent opportunity to meet and network with many international colleagues. There was great interest in our organization and resources resulting in 12 new international NASJE members. Our model curricula on topics essential to judicial educators were of particular interest. Hats off to the Curriculum Committee for their fabulous work on these resources!

    While 19 of these curricula have been designed and developed, the Board decided to invest the remaining resources from the SJI Curriculum Grant in the design of the curriculum for the Diversity, Fairness, and Access competency, which was approved by the NASJE membership in at the 2013 Annual Conference in Little Rock last summer. The Curriculum Committee and contractor Karen Thorson are working with the Diversity, Fairness and Access committee to review and finalize this curriculum. This will complete the curriculum designs for all current Judicial Branch Educator Competencies, which is an incredible accomplishment! Congratulations to the committee chairs who helped lead this effort, originally Christy Tull and currently Jeff Schrade and Caroline Kirkpatrick, and to the entire Curriculum Committee. And expression of appreciation would not be complete without acknowledging the State Justice Institute for funding this important work!

    The NASJE Board held our Mid-Year meeting in late February. We dedicated an additional day to planning for NASJE’s future since our bylaws require the Board to review the NASJE Strategic Plan every three years. The current Board set the stage for planning by reviewing NASJE’s current Strategic Plan dated 2003 as well as NASJE’s strategic planning history (See NASJE News article: “Looking Back to Look Forward”.) The Board discussed what is changing around us that could impact or influence our planning and reviewed strengths, weaknesses, opportunities and threats. In planning for the future of a professional membership organization, the Board recognized that it is essential to involve the membership throughout the process. Since providing meaningful membership engagement in the planning process will likely span the term of more than one NASJE President, I have been working with President-elect Kelly Tait and Vice President Margaret Allen as a team to ensure this planning is sustained through their terms of office and ultimately implemented.

    Early ways that members can become involved in the planning include completion of a survey regarding NASJE’s vision, mission and values, which will be sent to you soon. While the Board has done some initial work in drafting a vision, mission and a list of values, the drafts provide only a starting point for the important reactions and input from the membership. Additional information and opportunities for involvement will be available at the Annual Conference particularly in a session regarding change leadership.

    The Education Committee, under the leadership of Lee Ann Barnhardt and Anne Jordan, has been working diligently and creatively in planning the 2014 Conference that will be held August 3-6 in Chicago, Illinois. The theme for the conference is “Perceptions of Justice: Improving Public Trust and Confidence through Judicial Branch Education.” Pre-conference sessions on Sunday, August 3rd will be expanded this year to include not only one on Fundamentals of Our Profession but also an advanced curriculum on Governance. In addition to the session on change leadership, conference highlights will include sessions on implicit bias, the Holocaust Museum, globalization in judicial education, trends in judicial branch education, as well as using films and literature in educational programs and networking opportunities. The conference will be held at the Westin Michigan Avenue hotel, a location central to many Chicago points of interest. Join us Monday evening for our social event and an opportunity to explore Navy Pier. Consider supplementing the Wednesday educational session on using the principles of improvisation in navigating through pressures of our profession by arranging to attend a program on Tuesday evening at Second City.

    Additionally, the Annual Conference marks the beginning of a new program year and several opportunities to get involved in NASJE. You recently heard from Marty Sullivan, Chair of the Nominating Committee, about four vacancies on the Board for the next year that will be filled through elections at the Annual Business Meeting. Committees will be launching their work in August for the subsequent year and always welcome new and continuing members. Please consider how you would like to be involved in the coming year and feel free to contact committee chairs or Board members if you would like to discuss possibilities. We hope to see you in Chicago in August! The educational programming is inspiring and the venue and networking should serve to augment the experience and learning!

  • Looking Back to Look Forward

    by Margaret R. Allen, NASJE Vice-President

    Over the past several months, the NASJE Board has been moving toward starting a strategic planning process.  In February at the Mid-Year Meeting, the Board spent a day with Karen Thorson doing some exercises to start assessing where NASJE is as an organization, where we might want to go in terms of a strategic direction, and possibilities for how to get there.

    The NASJE Policies and Procedures document indicates that the Board should revisit the strategic plan every three years; however, the last plan was completed in 2003.  As we prepared to meet in February, we looked back at the strategic planning process from 1992-1994 to see how our predecessors approached the process to inform our own plans.

    In this article, we’ll look at the first major strategic planning process, led primarily by Larry Stone, NASJE President from 1992-1994. That’s right! Officer terms were then two years, but that was to change as a result of thinking and planning by the Board.

    In his NASJE News President’s Letters, Larry first talked about the impetus for undertaking the process. Membership had grown from its original size of 15-20 members, and NASJE was getting noticed by other national groups, including the Conference of Chief Justices. In 1992, CCJ endorsed our Principles and Standards of Judicial Education.

    At the February 1992 Mid-year Board meeting, five goals were identified:

    • Further the professional education and growth and broaden the experience of those involved in judicial education.
    • Develop, promote and support professionalism in judicial education and court support personnel training through standards for continuing education of state judges and court support personnel.
    • Promote and facilitate the exchange, development, and dissemination of state-of-the-art educational materials, techniques, ideas, policies, technologies, etc., through various methods, such as a clearinghouse, annual convention, technical assistance, personal interaction, and networking among members and others.
    • Represent and advance the interests of the state and local judicial education community.
    • Promote the value of continuing education for judges and court support personnel.

    In addition, seven areas were identified for further discussion:

    • Membership composition
    • Membership involvement
    • Networking
    • Project management
    • Continuing education
    • Relations with others
    • Board member responsibilities.

    At the 1992 conference, the participants discussed these seven topics in small groups, and many of the ideas generated informed future Board work and were in fact implemented as NASJE practice or policy. Some of those ideas, which are still in use today, are as follows:

    • More active involvement of the regional directors in the administration of the association
    • Mentor program for new members
    • Use of a secretariat service for administrative support
    • Ideas to improve networking among members.

    Other elements of the 1992-94 strategic planning process included sending essays on pros and cons related to the seven topics listed above, and asking for member feedback. Once the feedback was received, the Board reviewed it and in some cases, suggested changes to the bylaws, including, among others, that regional directors be elected by members of their regions, rather than the entire membership; and changing the terms of president, president-elect and vice president to one year rather than two.

    Regarding the shorter terms for the vice president, president-elect and president, the intention was to allow more members to serve as president, and certainly to make the commitment shorter and more manageable (four years rather than eight, counting the past president term). The Board noted that the more rapid transition through these leadership positions increased the importance of cooperative Board work to create continuity for the Association.

    The current Board is returning to this idea of gathering information from members at the annual conference. In fact, at the plenary session on Tuesday, NASJE President Jill Goski, President-Elect Kelly Tait and Vice President Margaret Allen will co-present with Dr. Maureen Conner to explore elements of change leadership at both an individual and organizational level.

    Looking back allows us to learn from our predecessors and build on their efforts as we move forward. The Board thanks you in advance for your participation in this process in the coming months. We hope that every member will be part of envisioning and creating NASJE’s future.

  • Building a Bridge to Good Customer Service

    by Jennifer Juhler, Director of Judicial Branch Education, Iowa

    Court employees must provide good customer service, especially in light of the link between funding and how citizens feel about their courts. Good customer service translates into better overall feelings about the courts, and better overall feelings can translate into adequate funding.

    The courts have tough customer groups who typically are in the midst of extremely stressful situations, making the job of excellent customer service even more challenging. Excellent customer service requires the ability to discern and meet the physical and emotional needs of a customer while maintaining an appropriate role in one’s job. It is a dance between understanding other people and understanding oneself; working within the rules while maintaining flexibility; seeing the good in other people when the “good” is hard to see.

    This is a tall order, to dance easily among these competing needs. How can we accomplish excellent customer service in the courts? Some in the private sector have abandoned training and now fill customer service positions based upon the results of personality assessments and interviews. The theory is that teaching customer service is not possible; a person either has it or he or she doesn’t. Like all absolute statements, this is partly true, but only partly.

    In this article, I make the case that education can play a role in creating exceptional customer service and focus, but only through a developmental lens combined with continued reflection, learning and action. For the sake of simplicity, I assume that the organization in question embraces a customer focus and that managers will readily play an integral role in both establishing customer focus within their work group and supporting the learning of employees.

    Intentional Use of the Kolb Learning Cycle
    Because exceptional customer focus is a journey, not an event, educators must consider the journey and design learning to address both the personal level and the work group level. The Kolb learning cycle provides an easy and effective model to teach learners.

    An example of Kolb applied to the individual level would be a quick in-class exercise such as the following:

    1. Think of a customer service situation. (concrete)
    2. What did you think, feel and experience during the situation? (reflection)
    3. What could explain the situation on the part of the customer and in terms of your reaction? (theory)
    4. How could you change what you did to improve the outcome for the customer? (action)

    Management plays a role to further support this learning for individuals. For example, a manager could post the questions above in strategic yet inconspicuous locations throughout the office so the questions are seen by employees every day. To reinforce the culture and to leverage learning, this exercise could be incorporated into an ongoing activity for employees who could take 5-10 minutes during the day to consider a recent customer service situation. Employees new to customer service would complete the assignment every day; those with more experience would complete it once per week.

    Learning could then be strengthened on the group level through periodic staff meetings to discuss some of the more challenging situations that have been encountered and to reconsider other options for improving the outcome. The learning could then branch from work group to work group by employing an online forum where groups could pose some of their more challenging situations for others to consider. Now the learning is spreading throughout the organization.

    The Developmental Side of Customer Service
    The Kolb model above provides the “technical” side of the training. However, the more challenging piece of mastering customer service is the adaptive or developmental side – the increasing ability to understand others; the ability identify one’s emotions and to manage those emotions effectively.

    Findings from brain research indicate that the brain does not finish developing until a person is a young adult, somewhere between 24 and 30. Key learning through early adulthood includes both the ability to identify personal emotional states as well as the ability to take on the perspective of another person. Clearly, understanding one’s own reactions and accurately assessing the needs of another person are essential skills in order to deliver exceptional customer service. Working with a customer service mindset will help to develop the brain of young adults to be predisposed to delivering exceptional customer service, because we know that brain development follows a “use it or lose it” trajectory. As a result, people who begin working in customer service during adolescence and young adulthood will more likely develop a brain pattern that supports exceptional customer service. Ironically, they may not be able to deliver exceptional customer service, at least initially. Developmentally, this age group does not yet possess the refined skills to see the complexity of life and think in novel ways that might benefit the customer. To address the developmental component of exceptional customer service, we turn to the work of Robert Keegan.

    When reviewing Keegan’s work, we find the people most likely to deliver exceptional customer service would fall at the level of the “self-authoring mind” or level 4. Yet, Keegan’s research indicates that the majority of individuals are at a developmental stage below level 4. In fact, 58% of college-educated professionals are not yet at the self-authoring mind. The logical conclusion is that most of our employees do not yet operate using a self-authoring mind.

    Keegan’s developmental levels describe abilities related to increasing mental complexity. At level 3, or the “socialized mind,” individuals are rule-bound based upon the rules of their chosen group, whether a family group or a group adopted during adolescence or young adulthood. If managers are successful in having level 3 employees identify with their work group, the established rules of the group would tend to prevail. Using the model laid out so far, we have rules about learning by using the Kolb cycle. Rules are a good start for our level 3 employees. However, exceptional customer service will be delivered by those employees who have reached level 4 or the self-authoring mind. How do we help people to move from level 3 to level 4?

    Keegan is clear that a level 4 person describing how to think about customer service to a level 3 person will have as much impact as speaking to the level 3 person in an unknown foreign language. Instead of explaining or describing the level 4 perspective, the Judicial Educator must start squarely in level 3 and build a bridge over to level 4.

    Starting with level 3, we create rules because rules work well for the level 3 mind; however, the rules will be directed at level 4 competencies. For a person firmly in the middle of level 3, understanding and following these rules will be a frustrating exercise to say the least. However, continued appreciation for a person following the rules independent of outcome is key. You will notice that one of our rules is to keep trying, or rather, keep learning.

    Consider these rules for delivering customer service:

    It starts with you . . .

    Rule #1: IMAGINE — Imagine how you would feel if you were the person at the counter? What would help?
    Rule #2: STAY PRESENT — You must try not to lose your temper or shut down. If you do, you must step back and get someone else to help. If no one else is around, you need to apologize, take a break, breathe, and then try again.
    Rule #3: KEEP TRYING — Your goal is to continue to learn so that it is harder for you to lose your temper or shut down.
    It moves to the other person . . .
    Rule #4: EVERY PERSON IS PARTLY RIGHT BUT ONLY PARTLY — If you can’t understand why the other person is reacting differently from what you expected, don’t assume that person is wrong. Take a deep breath and ask the customer, “What could I do that you think would help this situation?”
    Rule #5: TALK IT OUT WITH SOMEONE ELSE — Every time you do not understand another person and/or they “push your buttons” you should debrief with someone in the office who is successful with most people. Keep the situation in mind as a useful one for further learning.

    You can imagine these “rules” that form the bridge as part of the Kolb model, #3 above, “What could explain the situation on the part of the customer and in terms of your reaction?” Now we have a bridge embedded in an on-going learning situation. At this point, the Judicial Educator, with the assistance of mid-level managers, has created a bridge that promises rich learning. Even better, this developmental learning will increase mental complexity and the complexity will spill over into other areas of thinking, enriching the employee’s life and elevating the workplace.

    To effectively serve court users is a difficult task and one that could provide a lifetime of educational opportunities. For the journey, stress on-going learning and create rules that build the bridge. Finally, continue to challenge yourself to be part of the developmental journey.

  • Introducing National Judicial College President Chad Schmucker

    by Hon. Bill Kelly, Michigan
    Reprinted with permission from the National Judicial College Faculty Forum

    Chad Schmucker, the State Court Administrator of Michigan, has been chosen to be the eighth president of the National Judicial College. He follows in the footsteps of V. Robert Payant who served as the sixth president of the NJC from 1990-1998 and was also was the State Court Administrator in Michigan.

    Chad Schmucker graduated from the University of Michigan receiving a BBA with honors and from Wayne State University Law School. He served as a general jurisdiction court judge in the Circuit Court in Jackson, Michigan for 20 years and as an acting Probate judge for one year and has served as the State Court Administrator for Michigan for two years. He assisted in starting four problem solving courts in Jackson, Michigan including felony drugs/alcohol, domestic violence, family dependency and mental health. He served as the Drug Recovery Court judge for four years. As State Court Administrator, he oversaw management of the state’s 246 trial courts, implemented a Michigan version of trial court performance measures, and developed a plan for court governance to promote cooperation and efficiency among courts.

    He has served as a frequent lecturer for the Michigan Judicial Institute and the Michigan Institute for Continuing Legal Education on various topics including: Domestic Violence, Family Law, Alternative Dispute Resolution, Trial Advocacy, Case and Time Management for Judges, Working with Self-represented Litigants, Starting a Mental Health Court, and Evidence Based Sentencing.

    Prior to his service on the bench, he was in private practice for 14 years and served as a school board trustee for four years.

    Chief Justice Robert P. Young, Jr., said Schmucker helped drive important reforms for Michigan’s justice system. “Without a doubt, Judge Schmucker’s vision, ability, and courage began a transformation of Michigan’s judiciary,” Young said. “With his leadership, we eliminated unnecessary judgeships and consolidated trial court leadership for greater efficiency and accountability. He led the effort to have our courts use performance metrics to analyze and improve public service. Michigan courts expanded their use of technology, with a wide range of benefits to the public. Thanks in large part to Judge Schmucker, our state courts are working smarter for a better Michigan.”

    Chad has been married to Joyce for 32 years and have 4 children and seven grandchildren aged two months to 11 years old.

    As a Michigan District Judge, I have seen Chad Schmucker reach out to the judges to solicit their input concerning the Supreme Court’s initiatives and concerning legislation which might impact the courts. He prepared several YouTube videos to explain to judges and administrators new ideas from the State Court Administrative Office. He is innovative and personable. We will miss you as the State Court Administrator in Michigan.

  • Dr. Patricia H. Murrell Retires — Her Impact Reverberates

    by Kelly Tait

    Dr. Pat Murrell has retired after setting a continuing standard of excellence in judicial branch education. Her work enriched the professional development of more than 4,000 judges and other court personnel throughout the United States, Canada, the Middle East, Africa, and Europe.

    Anyone who went through one of Dr. Pat Murrell’s judicial education programs came away with both professional and personal growth. On a broad scale, she instilled the principles of adult development and learning in judicial branch education. On a more personal level, she ensured participants’ deep consideration of the importance of competence and character. Her significant impact on program participants was multiplied by the participants implementing what they learned, creating ongoing ripple effects in the justice system.

    Dr. Murrell started working at the University of Memphis in 1970, becoming the Director of the Center for the Study of Higher Education there in 1988. Her responsibilities included directing the Leadership Institute in Judicial Education (LIJE) and the Institute for Faculty Excellence in Judicial Education (IFEJE) from 1989-2007.

    The Institutes provided intensive, experiential seminars that fully involved the participants—judicial educators, judges, and court staff, among others—and prepared them to share their expertise and assume leadership roles in their organizations and jurisdictions. Dr. Murrell fostered a hands-on approach with an emphasis on values, innovation, and application.

    The Leadership Institute in Judicial Education workshops explored adult development and adult education: how we learn, how we change across the adult lifecycle, and how we become more complex thinkers. Participants, using a team approach, built on these foundations to develop innovative projects that continue to benefit the justice system.

    In the Institute for Faculty Excellence in Judicial Education, Dr. Murrell and her team taught participants how to design and develop effective educational sessions in an active, supportive learning environment. The Institute included a strong mentoring component. Excellence in professional and personal development was a hallmark of these programs.  

    Dr. Murrell received numerous awards for her work in judicial education including the State Justice Institute’s Howell Heflin Award, the National Center for State Courts’ Warren Burger Award, and the American Law Institute/American Bar Association’s Harrison Tweed Award. A tribute to Dr. Murrell’s accomplishments in the field of judicial branch education and as a professor at the University of Memphis was held on January 10, 2014.

    The effects of Dr. Pat Murrell’s dedicated, heart-felt work are profound and lasting. A lifelong learner as well as teacher, she continues to have a positive impact on those around her even in retirement.

    “The courage to teach is the courage to keep one’s heart open in those very moments when the heart is asked to hold more than it is able so that the teacher and students and subject can be woven into the fabric of community that learning and living require.” ~Parker Palmer, The Courage to Teach