The LernOS Guide Lern OS Mi En

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The lernOS Guide
Simon Dückert

2018-06-17

The lernOS Guide

2018-06-17

Contents
Getting Started

2

lernOS Success Factors

4

lernOS In A Nutshell

5

lernOS Sprint - Driving Agile Planning And Execution

6

lernOS Circle - From Talking The Talk to Walking the Walk

7

lernOS Dojo - Time And Place To Practice New Skills

8

lernOS Memex - Get Things Out Of Your Head And In A System You Trust

9

Appendix: lernOS Katas
Kata: Why Are You Here? . . . . . . . . . . . . . . . . . . . . . . . .
Kata: My Objective(s) For The Next 12 weeks . . . . . . . . . . . . .
Kata: Working Alone Is Addition, Working Together Is Multiplication
Kata: Strong And Weak Ties . . . . . . . . . . . . . . . . . . . . . .
Kata: Your First Sharing Experience . . . . . . . . . . . . . . . . . .
Kata: A Letter To Your Future Self . . . . . . . . . . . . . . . . . . .
Kata: 25 Random Things About Me . . . . . . . . . . . . . . . . . .

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lernOS Wheel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
The lernOS(mi) Canvas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Screenshot Frontpage TiddlyWiki-version of the lernOS Memex . . . . . . . . . . . . .

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List of Figures
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Getting Started
We live and work in a world of constant change. With trends like globalization, digitization, and
urbanization the so called VUCA world emerged. VUCA1 stands for volatility, uncertainty, complexity,
and ambiguity as described in a study by James A. Lawrence in 1991. In such an environment theories,
principles, and tools for management and self-management from the 20th century have to be updated
1

https://en.wikipedia.org/wiki/Volatility,_uncertainty,_complexity_and_ambiguity

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for the digital connected knowledge society of the 21st century. In his book Drive2 Daniel Pink outlined
that change in 140 characters: “Carrots & Sticks are so last century. We need to upgrade to autonomy,
mastery and purpose”.
This is true for individuals and organizations (for-profit and non-profit). To be successful in a VUCA
world you have to practice a workstyle of “self-directed lifelong learning”. You have to acquire new
(digital) skills and also get used to new (digital) tools. To be successful as an organization you have to
become a “learning organization”. A learning organization according to David Garvin3 is an organization
skilled at creating, acquiring, and transferring knowledge, and at modifying its behavior to reflect new
knowledge and insights.
In terms of learning not all knowledge has to be created from scratch, not every wheel has to be
reinvented and not all mistakes have to be repeated. If you have an open mindset an connect with others
inside and outside your organization you will be standing on the shoulders of giants4 . Consultancy
McKinsey found5 that a fully networked enterprise in contrast to companies working in silos internally
and externally has a benefit of over 30%. So working in an open and connected way seems to be good
for you and your organization at the same time.
The digital transformation6 enables new ways of working and new ways of learning. Digital transformation means that products, processes, and business models are digitized (e.g. transition vinyl
record/compact disc/spotify, Airbnb as hotel company without buildings, Uber as taxi company without
cars). To make use of this new possibilities digital skills have to be acquired by everybody. These skills
can be learned with new methods like Getting Things Done7 , Personal Knowledge Mastery8 Scrum9 ,
Holacracy10 , and Working Out Loud11 . One example: at the german engineering company Bosch 98%
of employees practicing Working Out Loud say that the method helps to improve digital skills and
support cultural change. You don’t have to be a digital native to learn these skills. Everybody can learn
them one small stepp at a time.
lernOS will help you and your organization to develop necessary 21st century skills12 like problemsolving, communication, creativity, and collaboration. You can use lernOS on your own or together
with 3-4 other people in a peer support13 group called lernOS Circle.
2

https://en.wikipedia.org/wiki/Drive:_The_Surprising_Truth_About_What_Motivates_Us
https://hbr.org/2008/03/is-yours-a-learning-organization
4
https://en.wikipedia.org/wiki/Standing_on_the_shoulders_of_giants
5
https://www.mckinsey.com/industries/high-tech/our-insights/the-rise-of-the-networked-enterprise-web-20-finds-itspayday
6
https://en.wikipedia.org/wiki/Digital_transformation
7
https://gettingthingsdone.com/
8
https://jarche.com/pkm/
9
https://www.scrumguides.org/
10
https://www.holacracy.org/constitution
11
https://workingoutloud.com/
12
https://learning.mozilla.org/en-US/web-literacy
13
https://en.wikipedia.org/wiki/Peer_support
3

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lernOS Success Factors
Mastering the Digital Age and the Knowledge Society of the 21st century is not a matter of implementing
the right (digital) tools and methods. Starting with the right mindset and learning new skills is crucial.
The lernOS Wheel brings together these success factors as mindset, skillset, and toolset:

Figure 1: lernOS Wheel

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lernOS In A Nutshell
lernOS is an operating system (OS) for livelong learning and learning organizations. The name is derived
from the Esperanto verb “to learn”. Like OKR lernOS can be used on different levels:
• Personal (lernOS mi, “I will learn”): use it as a personal knowledge management and productivity tool for yourself
• Team (lernos ni, “We will learn”): use it as a tool for communication and collaboration on
team level
• Organization (lernos ni, “We will learn”): use it as an agile management system for your whole
organization
This guide describes the implementation of lernOS on the personal level. The basic elements of lernOS
are:
• Objectives & Key Results: what you try to reach and how you measure success
• Activities: tasks and roles you have, projects you run
• Knowledge: your expertise, know-how between your ears or codified in knowledge assets
(e.g. checklists, presentations) stored in your repositories (e.g. social intranet, onedrive,
slideshare)
• Relationships: people in your social network (physical of virtual) helping you to achieve your
objectives
The lernOS Canvas (PDF14 ) uses a similar structure as the business modell canvas15 by Alex Osterwalder. It can be used to systematically go through the elements of lernOS and create your personal
management system with a strong focus on knowledge and learning.

14
15

lernOS-mi-Canvas.pdf
https://en.wikipedia.org/wiki/Business_Model_Canvas

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Figure 2: The lernOS(mi) Canvas

lernOS Sprint - Driving Agile Planning And Execution
A lernOS sprint consists of 13 weeks (week 0 -12). In week 0 all organizational issues meetings, communication channels, documentation etc.) and a first version of your objective(s) for the sprint are defined.
The objective(s) for the sprint can be refined between week 0 and week 1. In week 1 the objective(s) are
fixed for the sprint.
In week 1-12 there is a weekly 30-60-minut event called the lernOS Check-In. The Check-In is a short
ceremony to track results. Every Check-In has the same agenda structur (see also The Beginners Guide
to OKR16 , page 38):
Agenda Item

Timebox

Warm-up: what happend since the last check-in?

. . . min

16

http://felipecastro.com/resource/The-Beginners-Guide-to-OKR.pdf

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Agenda Item

Timebox

Objective Progress: what changed in the Key Results
since the last Check-In?

. . . min

Confidence Level: with the information I have today, how
confident am I that I will reach earch Key Result?

. . . min

Impediments: what is slowing me down?

. . . min

Initiatives: what am I going to do to improve results?

. . . min

lernOS Circle - From Talking The Talk to Walking the Walk
Of course you can practice lernOS on your own. But it is more fun and also easier if you practice it in a
group of 4-5 people called a lernOS Circle. A Circle is a peer support17 group where people help each
other by providing knowledge, experience, emotional, social and practical help. The lernOS Circle is a
“circle of trust” so what happens in the Circle stays in the Circle.
In a lernOS Circle every Circle member chooses one or more individual objectives. For each objective
key results are definied that measure on a scale from 0.0 to 1.0 if the objective is reach. The objectives
should be ambitious so that a key result completion rate of 0.7 is considered a success.
The lernOS Circle meets each week in a 30-60 minutes Check-In with the agenda described above. The
Check-in can be face-to-face or virtual. If Circle members don’t know each other it might be good to
have the first Check-In’s face-to-face to get to know each others and build trust.
Tools that might help to organize communication and documentation for Circles:
• Web Conferencing like Skype for Business18 , Skype19 , Zoom20 , GoToMeeting21 , Circuit22
• Instant Messengers like Threema23 , Microsoft Teams24 , Slack25 , WhatsApp26 , WeChat27 , Tele-

17

https://en.wikipedia.org/wiki/Peer_support
https://en.wikipedia.org/wiki/Skype_for_Business
19
https://en.wikipedia.org/wiki/Skype
20
https://en.wikipedia.org/wiki/Zoom_Video_Communications
21
https://en.wikipedia.org/wiki/GoToMeeting
22
https://circuit.com
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https://en.wikipedia.org/wiki/Threema
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https://en.wikipedia.org/wiki/Microsoft_Teams
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https://en.wikipedia.org/wiki/Slack_(software)
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https://en.wikipedia.org/wiki/WhatsApp
27
https://en.wikipedia.org/wiki/WeChat
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gram28 , Signal29 , RocketChat30
Enterprise Social Networks like Jive31 , Yammer32 , Connections33 , Lithium34 , Workplace by
Facebook35
Personal Notebooks like OneNote36 , Evernote37 , TiddlyWiki38 , Etherpad39
File Hosting Services like Dropbox40 , OneDrive41 , Google Drive42 , OwnCloud43
Task Management Services like Trello44 , Microsoft ToDo45 , Microsoft Planner46
Mind Mapping Software like XMind47 , Freemind48 , MindManager49 , iThoughts50 , MindMeister51
Weblog Software like Wordpress52 , Tumblr53

lernOS Dojo - Time And Place To Practice New Skills
How do you become a great musician? It’s good to know the theory and to understand the mechanic of
your instrument. It also helps if you have talent. But real mastery comes from practicing, applying the
theory over and over again, using feedback to get better every time. The place for practicing is called a
dojo (see also CodeKata54 ).
Traditionally a dojo is a hall or space for immersive learning or meditation. In the field of software
decelopment and agile practice dojos emerged as workshop-style events to practice methods amd
train new skills. Typically dojos last for several hours or days. In the dojo a skilled mentor guides the
28

https://en.wikipedia.org/wiki/Telegram_(service)
https://en.wikipedia.org/wiki/Signal_(software)
30
https://rocket.chat
31
https://en.wikipedia.org/wiki/Jive_Software
32
https://en.wikipedia.org/wiki/Yammer
33
https://en.wikipedia.org/wiki/IBM_Connections
34
https://en.wikipedia.org/wiki/Lithium_Technologies
35
https://en.wikipedia.org/wiki/Workplace_by_Facebook
36
https://en.wikipedia.org/wiki/Microsoft_OneNote
37
https://en.wikipedia.org/wiki/Evernote
38
https://en.wikipedia.org/wiki/TiddlyWiki
39
https://en.wikipedia.org/wiki/Etherpad
40
https://en.wikipedia.org/wiki/Dropbox_(service)
41
https://en.wikipedia.org/wiki/OneDrive
42
https://en.wikipedia.org/wiki/Google_Drive
43
https://en.wikipedia.org/wiki/OwnCloud
44
https://en.wikipedia.org/wiki/Trello
45
https://en.wikipedia.org/wiki/Microsoft_To-Do
46
https://en.wikipedia.org/wiki/Microsoft_Planner
47
https://en.wikipedia.org/wiki/XMind
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https://en.wikipedia.org/wiki/FreeMind
49
https://en.wikipedia.org/wiki/MindManager
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https://www.toketaware.com/ithoughts-ios
51
https://en.wikipedia.org/wiki/MindMeister
52
https://en.wikipedia.org/wiki/WordPress
53
https://en.wikipedia.org/wiki/Tumblr
54
http://codekata.com
29

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attendees ans facilitates their learning. Attendees train their skills with standardized exercises called
“kata”. lernOS uses a cataloque of katas to train skills related learning and knowledge. Katas can be
practices in a lernOS Circle or in separate events and workshops. See appendix for a collection of
lernOS Katas.

lernOS Memex - Get Things Out Of Your Head And In A System You Trust
Everything you define or agree upon should be documented in a system you trust. This is not for
bureaucracy reasons but to keep your head free for creative knowledge work. You can use any personal
notebook (paper-based or digital) as lernOS Memex.
If you do not have any tool at hand, you can download and use the TiddlyWiki-Version of lernOS Memex55
which is structured by the basic lernOS elements by default. This version is based on TiddlyWiki56 , a
personal wiki that lives in a single HTML file:

Figure 3: Screenshot Frontpage TiddlyWiki-version of the lernOS Memex

55
56

https://github.com/simondueckert/lernos/blob/master/lernOS%20Memex%20-%20en/lernOS-Memex.html
https://tiddlywiki.com/

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Appendix: lernOS Katas
Kata: Why Are You Here?
What is your motivation for using lernOS or beeing part of a lernOS Circle? Too often we try to change
things by start using new methods and tools but the WHY stays unclear. Like Simon Sinek put it in his
TEDx Talk How Great Leaders Inspire Action57 with the “Golden Circle”: we should start with WHY and
then think about the HOW and the WHAT.
• [ ] Exercise: Think and talk about why you want to practice lernOS and/or why you joined a
Circle.

Kata: My Objective(s) For The Next 12 weeks
What are you trying to accomplish in the next 12 weeks of the sprint? If you start using lernOS you
should pick one objective that you real care about and you can make progress towards in the sprint. If
you are an experienced practitioner you can choose up to five objectives per sprint.
According to the method Objective Key Results (OKR) you should define 2-5 key results per objective.
You should be able to measure the key results on a scale from 0.0-1.0. To make sure that you choose
yourself ambitious goals a grade of 0.7 is seen as success in OKR (see also With Goals, FAST beats
SMART58 ). OKR initiator John Doerr used that sentence template for the creation of OKRs:
I will ...... . . . . . . . . . . . . . . . as measured by. . . . . . . . . . . . . . . . . . . . . .
• [ ] Exercise: Write down 1-4 obejectives and 2-5 key results per objective.

Kata: Working Alone Is Addition, Working Together Is Multiplication
Most of the tasks you have one yourlist, have be done by others successfully before. Most of the
mistakes you might make, have been made in the past already. You can gain access to knowledge and
experiences related to your objectives and avtivities by getting in touch with people inside and outside
your organization in a systematic way.
To build strong relationships with people that matter you should not only market yourself and push
information about yourself. You should also listen and relate contributions to information you have
about others. Networking specialist Dale Carnegie59 put it this way:
57

https://www.ted.com/talks/simon_sinek_how_great_leaders_inspire_action
https://sloanreview.mit.edu/article/with-goals-fast-beats-smart/
59
https://en.wikipedia.org/wiki/Dale_Carnegie

58

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You can make more friends in two months by becoming interested in other people than you can
in two years by trying to get other people interested in you.
• [ ] Exercise: Create an overview of people related to your activities and objectives in a relationship list. Try to have a list of at least ten people. Entries in the kist might be names (if you
know people already) or roles like "Head of Hr in company XY. You can use services like your
Social Intranet/Enterprise Social Network, LinkedIn, Twitter, Xing, YouTube, SlideShare and
ResearchGate to search for people you want in your network.
Note: If you use the lernOS Memex create the list in a seperate page.

Kata: Strong And Weak Ties
An often quoted theory in social networking is The Strength of Weak Ties60 by Mark Granovetter.
According to that theory the strength of an interpersonal tie (a relationship to another person) can be
defined by the amount of time spent together, the emotional intensity, the level of intimacy and trust,
and the reciprocal services (helping each other) which characterize the tie.
According to Granovetter an interpersonal tie61 comes in three varieties:
1. Strong (you regularly interact, meet, help each other)
2. Weak (you are somehow connected, you had interactions in the past)
3. Absent (you don’t know each other)
• [ ] Exercise: Take your relationship list from kata “Working Alone Is Addition, Working Together
Is Multiplication” and grade every relationship as 1 (strong), 2 (weak), or 3 (absent) to get an idea
which relationships should be deepened in the future.

Kata: Your First Sharing Experience
A common word of mouth says “sharing is caring”. So when you invest time and effort in sharing your
knowledge and knowledge assets (documents, images, videos etc.) your relationships deepen by every
contribution you make and the people in your network are more willing to support you with your
objectives aswell. With regard to knowledge in contrast to physical objects or money there is one big
advantage:
Knowledge is the only Resource that Increases through Use!

60
61

http://www.cs.umd.edu/~golbeck/INST633o/granovetterTies.pdf
https://en.wikipedia.org/wiki/Interpersonal_ties

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So if you share your knowledge you still have it and others have it aswell. In the Mozilla Web Literacy
Framework62 Sharing is definied as Giving others access to files or digital content in an online space
while respecting copyright and licenses. So if you share assets you have to be aware of legal issues like
data protection (if you want to share assets of your organization), copyright issues and license issues.
• [ ] Exercise: Think about experiences and knowledge assets that you have and that you are
willing to share. The go through your relationship list and choose one person that might like your
contribution. Choose an appropriate channel (e.g. private in e-mail, semi-private in an enterprise
social netowrk or public on twitter) and share your knowledge!
Note: If you use the lernOS Memex or the lernOS Canvas you can use this exercise as a starting point
for “My Fields of Knowledge” and “My Knowledge Assets”.

Kata: A Letter To Your Future Self
The letter to your future self is a classic method in self motivation. You reflect on your current situation
and give your future self an advice. You write it down as a letter, address it to yourself and open it in
the future. You can use a paper letter or services like futureme.org63 that will send you the letter as
e-mail in the future:
How to write your letter to your future self (see also tutorial on wikiHow.com64 ):
• Talking about who you are now (age, summary, fears, key values, beliefs, skills, abilities, goals,
hopes
• Addressing your future self (things you want to stop/continue/start doing, give yourself advice,
ask yourself questions
• Seal the letter ans store it in a safe place or use technology to send it to you in the future
• [ ] Exercise: Create your letter to your future self and send it to the future.
Note: If you use the lernOS Memex create a seperate page for the letter.

Kata: 25 Random Things About Me
If you apply to study at Fuqua Business School you have to write an essay with a list of 25 random
things about yourself so the application team gets to know you better. When you write down facts
about yourself you collect information that might help you in networking to make new connections
62

https://learning.mozilla.org/en-US/web-literacy
https://futureme.org
64
https://m.wikihow.com/Write-a-Letter-to-Your-Future-Self
63

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based on similar interests and backgrounds (e.g. “We studied in the same place 20 years ago!”, see also
New York Times Article65 ). Random things about yourself might include:
• Life experiences
• Your likes/dislikes
• Where you were born/lived
• Family, kids, parents
• Schools, universities
• Workplaces in the past
• Career challenges
• Vacations
• Hobbies
• Achievements
• Fun facts
• Anything that helps to understand what makes you who YOU are
• [ ] Exercise: Start creating a list of 10 random things about yourself. Read the Fuqua 25 random
things do’s and dont’s66 . Then expand the list to 25 things.
Note: If you use the lernOS Memex create the list in a seperate page.

65
66

https://www.nytimes.com/2009/02/05/fashion/05things.html
https://stratusadmissionscounseling.com/duke-fuqua-25-random-things-dos-donts/

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