An Agile Roadmap: Using the Fluency Paradigm to take A Fresh Look at Shu-Ha-Ri and the Dreyfus model
Part I: THE WHYS AND WHEREFORES
A Summary
I’ve done some reading lately on models of learning out there in implementing some of my favorite process tools, and I’d like to put a puzzle together connecting all the pieces. In the Agile software world, the common learning models I see go by the names “Dreyfus Learning Model” and “Shu-Ha-Ri”. In the “Where Are Your Keys?” world we have a similar, but different learning model. This apparently small difference has huge implications in practice, for both speed and depth of learning. I call this fundamentally different experience of skill acquisition Fluency.
Background
Agile Teamwork refers to a culture of collaboration, mostly practiced in the software world (and mostly practiced there by those comfortable with innovation), that embraces the following priorities:
* Individuals and interactions over processes and tools
* Working software over comprehensive documentation
* Customer collaboration over contract negotiation
* Responding to change over following a plan
I recommend, for further understanding, reading the Twelve Principles of Agile Software. Though I have little experience in the IT world, I have used the Agile priorities and many major tools (Stand-Up Meetings, Iterations, Retrospectives) in the context of outdoor education, with quite satisfying results. It also tickles me that Christopher Alexander’s Pattern Language book inspired some of the founding work in Agile; I have gotten a lot out of his work, so it doesn’t surprise me that Agile attracts me so.
Now, “Where Are Your Keys?” refers to one application (that of learning a foreign language) of the general principles in the Learning Fluency Game, created by learning innovator Evan Gardner. Ever since meeting Evan and working with him over the past two years, I’ve had a paradigm shift around learning; I now understand why some of my teaching methods work so well, some don’t, and how to make them work even more deeply, powerfully, and nicest of all, more quickly. “WAYK?” has a unique structure, which can teach us a lot how to take Agile Teamwork adoption to the next level, along with any other skill we want to take to mastery. We have had such tremendous and revolutionary success with building fluency in other languages with “WAYK?” that I almost immediately began to think about other applications.
A Fresh Look
This brings me to learning models and roadmaps. When we first meet a new skill, we need a Roadmap. “WAYK?” uses the ACTFL (American Council on the Teaching of Foreign Languages) ‘levels of proficiency’ roadmap, a schema developed in the 1950’s by the US State Department for diplomats and others in foreign service.
Anytime a “WAYK?” instructor runs the game, they first present the roadmap. I usually frame the roadmap thus:
“I want to share our roadmap with you; I call it Travels With Charlie. As we gain fluency in [insert target language here], we will pass through four broad levels of proficiency.
The first, Novice, will sound a lot like an episode of Barney the Dinosaur: ‘We are singing, we are playing, we are laughing…”-type conversations, all in the present moment, about what occurs around us that we can observe. We see a lot of “what”/”who”/”where” questions.
The second, Intermediate, will sound a lot like an episode of Sesame Street: “Where are you going? -I’m going to the store. What are you going to buy? -I’m going to buy candy!”. We begin to see past and future tense involved, along with “when”/”how”/”why” questions added in.
The third level, Advanced, sounds a lot like an episode of Larry King Live: “When you look back on your life, what are your proudest moments?” “How did you feel when that happened? Why do you think that? Would you do it again?”. Lots of personal storytelling.
The fourth level, Superior, sounds a lot like an episode of Charlie Rose: “If you had advice for a new president, what would you give? How do you think presidents should behave? If we didn’t have a president, how would it change the world? Do we need them?”. We have moved beyond the personal, and into the world of society. We no longer tell our own stories, but the stories of society and how we think about economic, social, and political issues.
At any time, I will fish for your current fluency level, and then match our interaction to working on things just past that level. If you try to exceed your fluency level by using tools that lie farther away than ‘just past’, I’ll say ‘Sorry, Charlie!’, and we’ll drop back down to the level that your current fluency can absorb.”
Why do I love the “WAYK?” roadmap so much? Because it tells you exactly what to do, in any moment. It doesn’t abstract the learning process; it gives precise flags of where a language speaker stands and what help they need. Yet it allows for a lot flexibility and tailoring to the particular student/teacher. If I interact with an intermediate-level speaker of English, and ask them a few simple questions (”What’s that?” -”Oh, that’s my pen my mom gave me. I love it! I’m sorry, but you can’t borrow it, it has too much sentimental value; I got it while overseas and homesick.” “Wow! Really? Do you think pens work better than pencils? Would people improve their local economy by using pens?” -”I don’t know. I like pens.”), they will zoom to their level, I will test that indeed we’ve butted up against their fluency limit (a lack of fluency in economic/social/political discourse), and they will affirm it by their response.
Now, the “WAYK?” roadmap has a lot in common with Shu-Ha-Ri and the Dreyfus model. Let’s talk about Shu-Ha-Ri first. I like Alistair Cockburn’s articulation of Japanese traditional culture’s model of learning, which runs thus:
People who are learning and mastering new skills pass through three quite different stages of behavior: following, detaching, and fluent.
Lovely! This really echoes my experience.
When I combine this with my past experience creating fluency with “Where Are Your Keys?”, I realize I would refine the middle step: rather than ‘detaching’, I would call the Ha stage ‘contextualizing/connecting/interweaving’. ‘Context’ actually comes from the Old English root for woven material, “text” (as in “textile”); speakers of Old English loved poetry, riddles, and song, and saw all those activities as “word-weaving”, and so referred to the contents of books as “texts”, or “word-fabric”. Hence why I equate “context” with “interweaving”: connecting concepts to each other and through each other.
I would not call this stage “detaching” or “finding when the rule doesn’t work” or “breaking the rule”, because the ways in which things don’t work far outnumber (by many orders of magnitude, if not actually stretching into infinity) the ways in which they do work. I take a decidedly Appreciative Inquiry tack, as cued by the Fluency game methodology. We could talk all day about how not to do something. The more we focus on the relatively few ways in which you can interweave different concepts successfully, the more efficient our time together. I see this as a speed and efficiency issue. Some folks prefer to find the many exceptions to rules; I prefer to find the few successful application of rules. I will spend far less time practicing and mastering successful application than someone exploring the many unsuccessful applications of a tool. Hammers apply well to nails and a few other things; anything else they damage. How much damage do we need to do before we focus on mastering what a hammer does well (and very few people know how to use a hammer well, letting the weight of the tool do the work)?
I do notice something else about Shu-Ha-Ri; “WAYK?” employs this model at the small-chunk level. When we have Barney conversations, we acquire full fluency in Barney-level proficiency. Each step within Novice/Barney, we work to individual fluency in each particular tool. We pass to Ri (fluency) about a hundred times over in an hour of “WAYK?”, as we master each individual piece of language, first following, then interweaving and contextualizing, and then speaking fluently without hesitation, over and over and over.
Let’s accent those two points. I suggest we’d increase our speed of fluency by terming the Ha, in Shu-Ha-Ri, as contextualizing the successful use of the tool (rather than breaking or finding exceptions). I also propose that Shu-Ha-Ri doesn’t describe a big picture roadmap, like Travels With Charlie, as well as it does the small-chunk acquisition of fluency in specific skill tools.
But that last statement contains 90% of what you need to know about why “WAYK?” works so efficiently. It fractally contains all of its pedagogical philosophy; fluency of skill comes by progression through a nested hierarchy of skills, first more broadly applicable skills, to the finer- and finer-grained level. Think about making a sundae. You have to get the container, then scoop in the icecream, then the sauce, then the whipped cream, and only then the cherry on top (so much for my paleo diet…now I want a sundae!).
Let’s move on to the Dreyfus model. It actually has a lot in common with the Fluency roadmap. It has some of the same language (”Novice”, “Intermediate”, etc.); it may even actually derive from some of the academic understandings that inspired the ACTFL roadmap. I do see a divergence; it seems to also go the Shu-Ha-Ri route. It has more levels, more clearly defined, but it still takes a small-chunk understanding of gaining fluency in specific skills, and generalizes that to a roadmap-sized schema, unproductively, I think.
Though pointing out a useful progression at a small-chunk level, because of its small-chunk use the Dreyfus model actually makes gaining fluency in these sub-skills (aka patterns) look a bit more complicated than it actually works in practice (at least in the context of “WAYK?”). I like Shu-Ha-Ri because it reflects the potential speed of small-chunk fluency with three short, one-syllable steps. Additionally, I don’t think students or teachers need this understanding, necessarily, to efficiently move through these little fluencies. I think, whether they know it or not, they want a big-picture road map, with road signs of physical events and empirical behaviors to mark their progress. The Dreyfus model mostly refers to reflective or internal events within the learner, and to a more abstract picture of their general behavior. But what real, observable, empirical behaviors indicate progress through a roadmap? I’ve given you the road signs for “WAYK?”; actual words used at different levels of fluency, specific grammatical skills, and specific cognitive skills.
So let’s make the leap. As a thought experiment, I will apply the Fluency Game principles to a hypothetical Agile Teamwork adoption and see what happens. I haven’t tried this before today; this marks iteration one! But I think we’ll still see some surprisingly good initial results.
Stay tuned for Part II, An Agile Roadmap: The First Iteration

March 21st, 2009 at 12:28 am
Yes.
I shouldn’t have to or even want to say more than yes, of course, OBVIOUSLY!
There are only a few points that are not perfect. I think it was a bit unclear that a person experiences fluency in a language at different levels as they approach fluency. If these levels can be isolated and explored fully then the student can have a fluent novice conversation a thousand times before they are lead into the intermediate conversation level. Therefor they “learn” the language to the highest level as fast as possible giving them a a clear sense of acommplishment. This accomplishment can be capitalized by taking the tools from this quick sucsess and applying them to the next level of dificulty. When applied to this higher level the student will natuarally employ the tools which they have used and proven to themselves a useful to the next chalenge. Finding the tools and using them the best way possible only looking for what works, and knowing that the other learners and teachers in their community are also looking for and perfecting the same tools for the same goals as they are instantly creates a community of learners with the same objectives, the same tools, and the same search mechanisms for the same tools. In this search for the most efficient “way” each participant will develop slightly different tools or uses for the same tools which can be easily taught and shared through a unified framework of conversation or transfer of data.
The ice cream sundae is a good analogy but I think could use a bit of clarification according to Evan Gardner’s (my) theory of learning and language acquisition… the most important breakdown of concepts should happen with the ingredients. If this is the first time a person has made a sundae (novice) then there should only be a few ingredients… lets say 3: vanilla ice cream, chocolate syrup, and a cherry. These should be the only things available to make the first sundae. These ingredients should be used many times in a row until the “limited” or Novice sundae looks perfect. Then more ingredients should be made available (intermediate)… lets say 5 ingredients: vanilla ice cream, chocolate ice cream, chocolate syrup, whip cream, and a cherry. Building on previous experience the student knows how to work the most important tools for the job: the ice cream scooper, and the syrup bottle. Now they are exposed to the whip cream canister. The student (already used to repetition) can start working towards perfecting the 5 ingredient sundae. But here is where the genius of “Where Are Your Keys?” The sundae maker has been taught in a way that they can now teach anyone, like a newly arrived Novice how to make the best 3 ingredient sundae possible. They can see how the work of the novice can be used to benefit the work of the intermediate. The novice can see the work of the intermediate and has a clear picture of the steps required to reach the next level and a view of the finished product. Others at the sundae factory can use these 2 “under-students” for some of the leg work required for the production of 15 ingredient sundaes while everyone is working towards the eventual goal of a fully “fluent” factory where all participants have worked and are continually working towards perfection, open to the advice and direction of EVERY participant. Once everyone is fluent and fully cross trained then the real innovation can occur. No ego, only product. No shame, only improvement. No greed, only sharing… and sharing of thought and innovation towards the same goal… AHHH the perfect sundae made with the pure intention of collaboration.
March 21st, 2009 at 11:42 am
Evan:
Holy cow! Thanks for nailing down those points; yes, at every level the student has fluent competence. They have experienced ease, flow, success. Additionally, they contribute to the learning community by having unique pedagogical insights and experiences along their journey of consistent fluency and competence, improving the methodology of the learning community as the go along.
I love it. Great stuff!
March 26th, 2009 at 6:59 am
Wow. What a great read. Thanks for sharing your thoughts. I’m now going to have to go and find the book, “Where are your keys?”
March 26th, 2009 at 7:01 am
Oops. I realised after rereading a section, it wasn’t a book. Thanks anyway.
March 26th, 2009 at 5:17 pm
Thanks for stopping by Patrick. Evan has a book in progress, certainly, but that’ll take a while. I hope this and other articles on Agile from a WAYK perspective support further innovation!
March 28th, 2009 at 7:06 pm
Wow - thank you for writing this. I’ve been struggling with shu-ha-ri, as it never seemed to apply to my sport (dressage). I’ve been fortunate enough to watch several equitation masters teach, and it seems the better the teacher, the more they focus only on the absolute basics (And the better the results!) The layers of fluency really makes sense here; I can see the horse and rider achieving fluency dozens of times an hour. This is the first learning model that really makes sense to me.
March 29th, 2009 at 12:25 am
How inspiring to hear you see the application to dressage, of all things! I agree; when in doubt, copy what the master teachers do. They know their stuff, even if they can’t articulate it verbally. Thanks for the comment!
February 15th, 2010 at 2:33 pm
Willem,
Wow! See me giving you the sign for “full!” right now. I need to mull this over. I’ve perhaps been clinging to Shu Ha Ri as the simplest (and thus presumably most commonly applicable) model, but I’ve been meaning to try using Travels with Charlie. Really, I seldom considered Shu Ha Ri as a description of a training technique (something that trainers *do*) but as a model for the nature of learning (what students *become*). The difference is important. Training from Shu Ha Ri has always been a bit dangerous for anyone with a sense of self, which means everyone.
February 15th, 2010 at 10:38 pm
Okay, Willem. I’ve processed some of this. I’m convinced I need to find a way to train people in Agile technical practices that uses elements of “We’ll all get there together” and “Travels with Charlie.” I’m looking forward to your further thoughts on this, and in the mean time I’ll try a few adjustments to my techniques.
You may be interested in a Shu-Ha-Ri-like model that I recently stumbled upon. It’s towards the end of my post regarding Shu Ha Ri:
http://powersoftwo.agileinstitute.com/2009/03/fresh-perspective-on-shu-ha-ri.html
February 19th, 2010 at 1:54 pm
Rob-
Fantastic! I’m glad this article inspired you. George Dinwiddie, Evan Gardner, and I hope to present at Agile 2010 in Nashville concerning this subject.
Perhaps I’ll see you at Agilistry Studio in April, for our as-yet-unannounced workshop? I don’t know when I’ll put blogging further thoughts on this; it really just comes down to us all getting the fluency model in our bones, and then seeing what that produces…
But who knows-perhaps inspiration will strike.
Thanks for stopping by,
Willem