Transcript Strategic Alignment and Enterprise Planning

Building the Enterprise Learning
Roadmap
Jim Everidge
Who this is targeted for
 Existing LMS owner that is contemplating how to
leverage early success across the business
 Existing LMS owner that is faced with an
upgrade (versions or vendor) and has additional
business opportunities to apply learning
technology to
 New learning manager chartered with building a
plan to use learning technologies across the
enterprise
Agenda
1. Goals of Developing a Roadmap
2. Where to Start the Roadmap
3. Activities in Execution
4. Deliverables
Reasons for Learning Technology
Show Financial
Return
Impact Business Workflow
Integrate Learning Applications
Effectively Administer Training
Frequency of
Reason
Importance
to the
Organization
Drive
Strategic
Goals
Expected Benefits
 Business Value
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Increased Revenues
Decreased Costs
Cost Avoidance
 Increased Revenues
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More training delivered
Timely delivery of training
Consistency in the learning
experience
 Decreased costs
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Lower delivery costs
Reduced travel expenses
Lower licensing costs
 Cost avoidance
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Complex reporting
Consistency in reporting
Case Study – Strategic Impact
 Profile
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Telecomm
Acquisition of ‘equal’
Hotly competitive market
Analysts expect short ramp
 Intervention
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‘Rehire’ 37,000 employees
Train them in less than 30
days
Recognition by CEO as one of
the top 3 CRITICAL
operational activities in the
acquisition
 Results
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More than 30,000 hours of ILT
content boiled down to online
training
Largest VC server cluster in
the world
600,000 Courses complete in
25 days
‘Training’ operations declared
a success
 Challenges
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Completing the content
development in ‘merger’ time
Delivering technology with no
hiccups
Case Study – Financial Impact
 Profile
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Staffing company
17 Countries (EMEA, NA, AP)
250,000 personnel
Decentralized training
High turnover
 Intervention
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From: Country-specific
onboarding, global guidelines
To: 16 week onboarding,
managed by LMS, blended
learning, job shadow,
manager-coach
 Results
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Complex measurement:
Testing, task completion,
competency assess, HR
measures, survey, business
measures
Business measures – calls
(5x), visits (2x), prospects
(4x), Revenues (4x), Gross
Margin (5x)
 Challenges
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Be an Agent for Change
Demonstrate Business Impact
Be Accountable
Create a Roadmap
Learning Suite
A Suite is a collection of point products that are
tightly integrated and increase a product’s
functionality. Learning vendors are packaging
four categories of learning support:
• Learning Management
• Virtual Classroom
• Content Management and authoring
• Professional Services
Some vendors go further and offer analytics and
performance management.
The Gartner Group
Magic Quadrant for eLearning
Suites, 2004
Top Learning Suite Players
 Leaders
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SumTotal Systems
Saba Software
WBT Systems
IBM
KnowledgePlanet
 Challengers
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Oracle
Pathlore (SUMT)
Plateau
THINQ (Saba)
 Visionaries
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CyberU
HyperWave
KnowledgeNet (Thomson)
Meridian KSI
Outstart
SAP
Siebel (Oracle)
Vuepoint
The Gartner Group
Magic Quadrant for eLearning
Suites, 2004
Typical Learning Suite
Unified User Experience
Learning
Management
Learning
Management
Collaboration
Collaboration
Content
Management
Content
Management
Performance
Management
Performance
Management
Analytics
Analytics
Talent
Management
Talent
Management
Blended
Learning
Blended
Delivery
Learning
Delivery
Prescriptive
Learning
Prescriptive
Learning
Communities
of Practice
Communities
of Practice
Content
Creation
Content
Creation
Expertise
Location
Expertise
Location
Content
Review
Content
Review
Organizational
Alignment
Organizational
Alignment
Performance
Analytics
Performance
Analytics
Applicant
Acquisition
Applicant
Acquisition
Certification
Lifecycle
Certification
Lifecycle
Web
Conferencing
Web
Conferencing
Chat/
Instant
Chat/
Messaging
Instant
Messaging
Threaded
Discussion
Threaded
Discussion
Content
Publishing
Content
Publishing
Initiative
Management
Initiative
Management
Applicant
Tracking
Applicant
Tracking
Content
Integration
Content
Integration
Competency
Assessments
Competency
Assessments
Analytics
Dashboard
Analytics
Dashboard
Enterprise
Application
Enterprise
Connectors
Application
Connectors
Content
Repository
Content
Repository
Performance
Tracking
Performance
Tracking
Standards
Compliance
Standards
Compliance
Development
Planning
Development
Planning
Learner
Self-Service
Learner
Self-Service
Synchronous
Learning
Synchronous
Learning
Competency
Management
Competency
Management
Q&A
Q&A
Learning
Analytics
Learning
Analytics
Goal Setting
Goal Setting
Succession
Planning
Succession
Planning
Workforce
Development
Workforce
Development
Subscriptions
Subscriptions
Subscriptions
Subscriptions
Data
Warehousing
Data
Warehousing
Talent
Profiling
Talent
Profiling
Open, Scalable, J2EE Platform
Enterprise Planning vs. Initiative Deployment
 Initiative Deployment
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Discovery – focused on business workflow
Planning – One release with specific capability
Development – Configuration and integration
Pilot – testing
Deployment – release
 Enterprise Planning
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Discovery – Enterprise view of business initiatives
Planning – Staged releases of multiple groups
Goals of the Enterprise Learning Roadmap
 Alignment
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Align the system to Business Goals
Refine the Enterprise Deployment strategy and Governance
Model
 Planning
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Define which components of an enterprise LMS suite to utilize
Define how the LMS relates to other enterprise applications
Develop a schedule for releases
 Resourcing
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Derive resource and budgeting requirements
Where to start on the Roadmap?
 Key Business Drivers
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Derived from existing business measures and activity
 Balanced Scorecard
 Performance Management
 Develop Priority and Importance
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Balances both Strategic and Financial measures
 Results in a time-based sequencing for the
application of technology to the business
Develop Business Requirements
 High level requirements – focus on
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Business metrics
Audience
Initiatives
Technology constraints
 Requirements will enable development of a Gap
Analysis
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Useful if there are a small number of replacement or
upgrade system candidates
 Requirements are supported by Training
Initiatives
Developing Priority & Importance
 Organize training initiatives
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Identify initiatives that could benefit from learning
technology
Describe initiative, audience impacted, opportunity for
improvement
 Rank importance within business unit
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Survey participants
Force distribution
 Rank priority among business units
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Executive participants
Force distribution
Roadmap Considerations
 Release cycles
 Release timing
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‘Corporate Footprint’
Business Unit Configurations
Customizations
 Strategic or financial impact
 Business unit and/or executive validation
Release Scheduling
Milestones:
• Discovery
• Planning
• Development
• Pilot
• Delivery
Release Scheduling
Sample Roadmap
Customizing the Approach
 Involvement
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Strategic
Political
Buy-in
 Deliverables
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Business Case
Roadmap Elements
Governance
Budget & Resource
Pro Forma
Gap Analysis
 Critical Path
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How long to get
started?
Responsiveness
End date?
Benefits of the Enterprise Roadmap
 Alignment
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Connects the strategic vision to the tactical activities
Aligns deployment groups based on both complexity
and readiness
 Communications
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Defines plans and goals to leadership and support
organizations (e.g., IT)
Provides a communication vehicle for internal teams
and deployment groups
Highlights the scope of the changes the organization
is making
Roadmap Lifecycle
 Initial draft
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Validation tool
Discussion document
 Initial Roadmap
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Used to begin Release 1 Deployment
 Vendor Selection
 Implementation
 Evaluation
 Reevaluate Roadmap
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Prior to each subsequent release
Q&A - Discussion
Jim Everidge, President
Rapid Learning Deployment, LLC
(770)874-1190 x 222
[email protected]
www.rapidld.com