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FOLLOW US ON @leolearning Bill West Senior Vice President - US Three Pillars of Success: Standards, Technology, Resourcing
FOLLOW US ON @leolearning
Bill West Senior Vice President - US
Three Pillars of Success: Standards, Technology, Resourcing
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Meet your presenter Bill West
Senior Vice President
30 years in Learning Industry Accenture, EY, Option Six, GP Strategies, Xerox, LEO
Author: Seven Attributes of Highly Effective Development Vendors
Clients include: 3M, Amway, AT&T, Bank of America, Cisco, HP,
Intel, J&J, Kraft, Krispy Kreme, Lilly, Microsoft, Papa John’s, Pfizer, Prudential, Roche, Suncor,
Toyota, Wyeth, and others
Let’s all agree to this!
Strategy – People – Process - Technology
You define the strategy, but you don’t have…
People: Resource qualifications? Process: Standards of practice?
Technology: Supporting infrastructure?
The grand challenge for the CLO
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Without the Essentials…you may be this
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Or this…
It’s the Bermuda Triangle of Leaning: Standards, Technology, Resources
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Complexity is Overwhelming
Business Objectives Performance Objectives Subject Matter (Experts) Project Complexity (Systems Dependency)
Content Availability Solution Complexity Media Complexity Modality – WBT, ILT, MBL Technology
Internally No consistency of skills or performance
Outsourcing No consistency or reliability
No framework for filtering and aligning providers 63% Failure Rate!
Without effective resourcing…
No predictability or repeatability No reliability of quality
No timeliness No consistency of customer experience
Without standards…
No visibility, forecasting, or insight Plus, no collaboration, monitoring, or efficiency
Only The cursed spreadsheets
Without Technology…
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The Goal
Achievable Results: Visibility, consistency, reliability, and predictability
Lower risk and increased ROI Less tail chasing and more innovation
Take control of your environment!
Not about the # of course completions or empirical stories (usually the bad ones)
Rather about decreased cost, increased revenue, speed to proficiency, learner satisfaction,
total cost of ownership, real measurable/meaningful data
STRATEGY
PROCESS
Those that align your teams:
PROCESS (Standards)
Analysis Design Delivery User Testing Evaluation
Fundamental questions that need answered: Business Outcomes
Performance Outcomes Performance Gaps
Opportunity Challenge Others?
Standards - Analysis
Fundamental questions that need answered: Business/Performance Objectives
Instructional Approach Assessment Strategy
Content Outline/Media Designs Technical Specifications
Standards - Design
Fundamental questions that need answered: Instructional Standards Templates/Style Guides Assessment Standards
User Interface Technical Standards
Standards – Development
Fundamental questions that need answered: Instructional Effectiveness
Content Relevance Readability / Editorial
Usability Technical
Standards - Testing
Fundamental questions that need answered: Budget/Performance Analysis
Business Impact Analysis 0/30/90 Day Evaluations Audience Satisfaction Competency Analysis
Standards - Evaluation
TECHNOLOGY
Plan
Request
Production Resources Finances
Design Develop Test
Manage Implement
Deliver
Analytics
Collaborate
Aligned to your workflow and your needs
Not just planning and delivery (TMS, LMS) Technology to support what each level needs
Something our industry has not had an ERP designed for unique/complex learning development
TECHNOLOGY
The executives need visibility They want to know what’s going on, real time performance data and analytics
The functional leaders want efficiency
They want to optimize their resources, predict failure (to prevent failure)
The front line needs what they need Tools to support the full D&D life-cycle
Ability to produce excellent quality, excellent customer experiences
WHAT TECHNOLOGY?
Plan
Request
Production Resources Finances
Design Develop Test
Manage Implement
Deliver
Analytics
Collaborate
Planning and Request Process
Record standard measures of priorities Receive all requests from Lines of Business
Assess and estimate costs and time Prioritize, source, and promote each project
Balance pipeline
TECHNOLOGY
Plan
Request
Production Resources Finances
Design Develop Test
Manage Implement
Deliver
Analytics
Collaborate
Leadership and Management Quick view of all projects and status
Consolidated budget and actual date Quick access to course/solution materials
Segmentation of projects by team, location, client, etc. Data and analytics of performance
TECHNOLOGY
Plan
Request
Production Resources Finances
Design Develop Test
Manage Implement
Deliver
Analytics
Collaborate
Day to Day Development Process Access to standards and templates
Consolidated project plans Collaboration with SMEs
Facilitated content/document reviews with version control Online testing of online solutions
TECHNOLOGY
Plan
Request
Production Resources Finances
Design Develop Test
Manage Implement
Deliver
Analytics
Collaborate
Delivery
This is the easy one! Over 300 LMS platforms on the market
Too often, this is the only technology considered
TECHNOLOGY
RESOURCES
RESOURCES
Need a framework for successful outsourcing For example: Seven Attributes Framework
Aligning the Client/Vendor :
Selection << AND >> Operationalization
RESOURCES
Is there synergy between companies? Do they have subject matter experience?
Do they have industry experience? Can they handle your complexity?
What is their approach to SME relations? Who is the Account Manager?
RESOURCES
Do they have one? Do they follow it?
Does it scale? Does it adapt to complexities? Does it work for all modalities?
Is it tied to their design strategy?
RESOURCES
Can they scale without losing quality? What is their recruiting process?
What is their staffing model? What are their baseline qualifications?
Does their admin align with yours?
RESOURCES
Do they have a repeatable one? Does everyone follow it?
Is it flexible? What is their content review process?
Is it SME friendly? Is it an online process, for online solutions?
RESOURCES
Do they have workflow technology? What tools are used for management?
What about online course testing? What about content reviews?
Do they know your tools? (How many spreadsheets are they using?)
RESOURCES
What are their academic qualifications? What is their client experience?
How do they on-board and coach? Are they centralized?
Are they team-based or all-in-one? Are they a staffing or consulting company?
RESOURCES
Are they reputable thought-leaders? Are they involved in the industry?
Do they experiment (and fail)? Do they publish and present?
Can they help adopt new ideas?
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Moving Forward
Moving Forward Standards
Mandate, create, monitor, enforce Technology
Full Life-cycle: build or buy, but do it Resourcing
Align with a framework Accountability, coordination, evaluation, no renegades
CLO role is under scrutiny; Vendors are failing Standardization is the key to stability
Supporting technology supports success (and collects data everyone needs)
Aligned resources provide scalability, efficiency, reliability AND innovation
Summary
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Running Learning like a Business
Bill West Senior Vice President – North America
LEO Learning [email protected]
Twitter @williamvwest
812-360-2077
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Introducing LEO
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