Judi Bader, CPTM Chris Cassell, CPTMMandi Soderlund, CPTM

Portfolio Rationalization

What percentage of your learning programs are custom-developed for your organization?

A. >75%

B. 50-74%

C. 25-49%

D. <25%

Portfolio Rationalization

SITUATION:

Arby’s new product testing is used to identify new

products that have the potential to be introduced on

the annual marketing calendar.

SOLUTION:

Custom work completed with cross-functional team

to develop and deploy content to field operators.

Judi Bader, CPTMSenior Director of Learning

Arby’s Restaurant Group

What percentage of your learning programs are provided through external resources?

A. >75%

B. 50-74%

C. 25-49%

D. <25%

Portfolio Rationalization

SITUATION:

Request for corporate staff resources program,

focusing on people managers. Topics include:

coaching, talent development, employee life cycle,

providing feedback, etc.

SOLUTION:

Leverage external resources to source content.

Mandi Soderlund, CPTMManager, Great Clips University

Great Clips, Inc.

What percentage of your learning programs are delivered through informal mechanisms?

A. >75%

B. 50-74%

C. 25-49%

D. <25%

Portfolio Rationalization

SITUATION:Large volume of constantly changing information on

software releases, updates, databases, problems

and internal policies and procedures

SOLUTION: Informal training through user generated content

(product and workflow demos, knowledge base

articles, chatter groups, yammer groups)Chris Cassell, CPTM

Support Learning and Development ManagerAllscripts

What percentage of your learning programs are achieving an ROI on their development, delivery and maintenance?

A. >75%

B. 50-74%

C. 25-49%

D. <25%

E. I don’t know

Portfolio Rationalization

SITUATION:

Discovered a new way to present our

Service Culture rally calendar

SOLUTION:

Eliminate – Stopped producing hard copy

calendars. Found alternative method for

making similar content available. Judi Bader, CPTMSenior Director of Learning

Arby’s Restaurant Group

Mandi Soderlund, CPTM

• Great Clips

Judi Bader, CPTM

• Arby’s

Chris Cassell, CPTM

• Allscripts

Amy DuVernet, CPTM

• Training Industry

Marisa Shapiro, CPTM

• Training Industry

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