A Modern Approach to Corporate Learning articles/Webinars... · 2010-12-23 · • Best-practices,...

49
Copyright © 2009 Bersin & Associates. All rights reserved. A Modern Approach to Corporate Learning: Formalize Informal Learning How to Institutionalize the “Informal” Into your Corporate Learning Programs Josh Bersin, President and CEO December, 2009

Transcript of A Modern Approach to Corporate Learning articles/Webinars... · 2010-12-23 · • Best-practices,...

Page 1: A Modern Approach to Corporate Learning articles/Webinars... · 2010-12-23 · • Best-practices, benchmarking, and vendor ... Fundamental Change in Disciplines, Technologies, and

Copyright © 2009 Bersin & Associates. All rights reserved.

A Modern Approach to Corporate Learning:

Formalize Informal Learning

How to Institutionalize the “Informal” Into your

Corporate Learning Programs

Josh Bersin, President and CEO

December, 2009

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About Us

Who We Are

• Industry’s primary research firm focused on What Works® in enterprise learningand talent management.

Research Areas

• Enterprise Learning

• Leadership Development

• Performance Management

• Career and Succession Management

• Workforce Planning

• Content Development

• Strategic HCM Applications

Offerings

• Best-practices, benchmarking, and vendor research

• Advisory services, consulting, workshops

• Integrated membership program

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Access to the largest collection of

WhatWorks® research in learning and

talent management

Networking with hundreds of global, best

practice organizations

Decision support models and tools for

strategy and implementation

System selection tools, vendor profiles

and product analysis

Email and phone consultation with

expert industry analysts

Benchmarking metrics by industry and

company size

Annual IMPACT® research conference

Hundreds of case studies in all major

industries

Profiles and analysis on hundreds of

solution providers in systems, content,

outsourcing and consulting

Strategic consulting on all major talent

and learning programs

For more information:

http://www.bersin.com/membership

Or send an email: [email protected]

WhatWorks® Membership Program

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Research for this Presentation

Three years of research

with more than 1,000

participating organizations

Key practices for informal

and social learning

Case studies, examples,

roadmap for success

Enterprise Learning

Framework

www.bersin.com/hilp

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Agenda

Why is Informal and Social Learning so Hot?

Defining the Elements of Informal Learning

• Bersin & Associates Enterprise Learning Framework®

• Learning On-Demand

• Social Learning

• Embedded Learning

The Informal Learning Architecture

Measuring Informal Learning

How to learn more

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Transformative Change and L&D

The L&D Leader

Business Climate

Organization Dynamics

Workforce Changes

Technology

Growth

ExpansionGlobalization

Product Launch

THE ECONOMY

AcquisitionMerger

ReorganizationRestructure

New Leadership

PC, Browsers

Mobile HR Systems

Social Networking

Competencies

Competitive

TeamworkMulti-Gen

Workforce

Millenials

Retiring Boomers

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Top Talent ChallengesCulture, Leadership, Skills now Top Priorities – Increased focus on Globalization

6%

25%

25%

38%

33%

32%

46%

51%

66%

65%

9%

27%

29%

33%

27%

39%

52%

64%

66%

63%

0% 10% 20% 30% 40% 50% 60% 70%

Rapid Hiring Due to Growth

Retention in Key Positions

Retirement of Key Workers

Low engagement or employee dissatisfaction

Managing layoffs and downsizing

Difficulty Filling Key Positions

Skills Gap in Critical Positions

New Skills for Product and Business Changes

Gaps in the Leadership Pipeline

Creating a Performance-Driven Culture

What Are Your Organization’s Top Talent Challenges for 2009? (% urgent+important)

+23%

+12%

-18%

© Bersin & Associates, Corporate TalentWatch®

Research, Senior HR and Business Executives, 10/09

-13%

May 2009

October 2009

29% cited

globalization as an

urgent or critical

challenge

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The New WorkplaceA connected, specialized environment

Manager

Employee

Contractor

Peer

Customer

Expert

Partner

Today’s Workplace

Highly connected

Dynamically changing in structure

Specialized skills

Multi-generational

Undergoing leadership change

Filled with contingent workers

Globalized

Womanized

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Value of Informal Learning

3%

4%

8%

14%

28%

33%

36%

60%

0% 10% 20% 30% 40% 50% 60% 70%

Corporate documentation

User generated materials

Formal training - outside provider

Peers, friends, personal networks

Formal training - company provided

Coaching by supervisor

On the job mentoring, projects, rotation

On the job experience

Which learning approaches drive the greatest business value

in your organization?

72% of companies believe

their most valuable

learning approaches

are informal, yet only

30% of resources

are focused here Bersin & Associates High Impact

Learning Practices, n=1050, © 2009

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Need for Deep Specialization

Organizations are flatter than

ever

Expertise drives competitive

advantage

Talent is developed through

“deliberate practice,”

standards, and reinforcement

Specialized talent is more

“mobile” than generalized

talent

Deep specialization is

developed through “learning

environments” not “learning

programsBuilding Competitive Advantage

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What’s on the mind of L&DTop Research Priorities: 170 Bersin & Associates Research Members, January 2009

17%

18%

21%

21%

22%

27%

31%

0% 5% 10% 15% 20% 25% 30% 35%

How can I benchmark my L&D organization to improve?

How do I improve learning measurement and evaluation?

How do I build expertise in the "new disciplines" of L&D?

How do I implement Collaborative Learning programs?

How do I reorganize L&D for efficiency and effectiveness?

How do we implement learning "on-demand?"

How do I improve our learning culture?

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Get Materials

Online

Expand, Blend

Improve E-Learning

Solve Talent

Problems

Social Networking

Informal Learning

2001 2004 2010

Evolution of Enterprise LearningFundamental Change in Disciplines, Technologies, and Strategies

2007

LMS

E-Learning Platform

LMS

Enterprise Learning Platform

Learning Portal

Blogs, Wikis, Twitter,

Mobile, and Social Networks

Instructional Design

Kirkpatrick

Rapid E-Learning

Information vs. Instruction

Search, Collaboration, Community

Information Architecture

E-Learning

Get Materials Online

Blended

Learning

Collaborative / Social

Learning, Content Mgt,

Rich Media

Interactivity

Simulation

Learning Paths

Role-Based

Competency-Based

Learning

Career Development

Specialized Skills

Leadership Development

Rich Catalog

University

We are Here

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Agenda

Why is Informal and Social Learning so Hot?

Defining the Elements of Informal Learning

• Bersin & Associates Enterprise Learning Framework®

• Learning On-Demand

• Social Learning

• Embedded Learning

The Informal Learning Architecture

Measuring Informal Learning

How to learn more

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Big Picture of Informal Learning

Formal Training,

10%

Coaching On the Job, 70%

Information in Support of

Work, 20%

Bersin & Associates Research

High Impact Learning Organization 2008

We need to optimize this

Not

just

this

How People Learn and Improve Performance on the Job

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The Challenge:Informal

Learning

Concepts

Portals

And

Wikis

Communities

Of

Practice

Mobile

DevicesSocial

Networking

Tools

New models

for instructional

design

New software

Platforms

Information

Architecture

Community

Management

approaches

Corporate

Learning

culture

New forms

of governance

and ownership

What

Else?

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Learning Programs

Formal

Disciplines

Tools and Technology

Learn

ing

Arc

hite

ctu

reO

rgan

izati

on

, G

ove

rnan

ce,

an

d M

an

ag

em

en

t

Ap

pro

ac

he

s

The OLD Way…

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Social

Learning Programs

Formal

Disciplines

Tools and Technology

Culture

Learn

ing

Arc

hite

ctu

reO

rga

niz

ati

on

, G

ove

rnan

ce,

an

d M

an

ag

em

en

t

Audiences and ProblemsA

pp

roa

ch

es

Bersin & Associates Enterprise Learning Framework®

1

2

3

4

5

On-Demand Embedded

Informal

20% 80%

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EmbeddedPerformance Support

Feedback

Rotational Assignments

After Action Reviews

Quality Circles

Development Planning

SocialWikis, Blogs, Forums

Expert Directories

Social Networks

Communities of Practice

Conferences &Colloquium

Coaching & Mentoring

On-DemandE-Learning

Search

Books, Articles

Videos

Podcasts

Learning/Knowledge Portals

Disciplines

Learning

Programs

FormalInstructor Led Training

Virtual Classroom

Games

Simulations

Testing & Evaluation

E-Learning

Tools &

Technology

Culture

Learn

ing

Arc

hite

ctu

reO

rgan

izati

on

, G

overn

an

ce,

an

d M

an

ag

em

en

t

Audiences &

Problems

Ap

pro

ach

es

Bersin & Associates Enterprise Learning Framework®

GeographiesJobs Business ProblemsRoles DemographicsProficienciesCompetencies

ManagementTechnical

ProfessionalSales IT Skills

Leadership

Development

Customer

Service

Project and

Process

Career

Development

Compliance

Onboarding

Product

Knowledge

Systems

Virtual

Classroom

Reporting and

Analytics

LMS, LCMS

Learning Portals

Talent Mgt.

Systems

Collaboration

Employee

Feedback

Learning integrated

With Business Planning

Executive

Support

Knowledge

Sharing

Performance and

Talent Management

Learning from

Mistakes

Mentoring and

Knowledge SharingCustomer

Listening

Development

Planning

Innovation

Programs

Performance

Consulting

Instructional

Designs

Information

Architecture

Knowledge

Management

Content

Development

Program

Management

Change

Management

Community

Management

Measurement &

Evaluation

Business

Intelligence

Content

Development

Content

ManagementMobile

Rich

Media

Social

Networking

Performance

Support

Measurement

Sustems

Preferences

Search,

Tagging

Assessment

Customer

Education

Channel

Training

Informal

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Continuous LearningExpert

Novice

Time

The Informal Learning ModelSupports today’s Multi-Generational Workforce

Traditional Training

Training

EventJob

Aids

On Demand

Learning

Social

Learning

Career

Curriculum

Coaching

Mentoring

Communities

of Practice

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Agenda

Why is Informal and Social Learning so Hot?

Defining the Elements of Informal Learning

• Bersin & Associates Enterprise Learning Framework®

• Learning On-Demand

• Social Learning

• Embedded Learning

The Informal Learning Architecture

Measuring Informal Learning

How to learn more

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Learning On-Demand: Keys to Success

Deep understanding of roles,

and uses of information

Mapping information sources:

experts and tacit knowledge

Creating a “portfolio manager”

who can locate and update

information needed by

business users

Re-engineering the information

architecture of the “learning

portal”

Expanding use of job aids and

support systems in the learning

environment

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On-Demand Learning Environment

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Internal Blogs and Wikis

Experts or SMEs freely

share information

Communities created

around product or

process launches and

changes

Technical support,

R&D, manufacturing

quality circles,

customer support

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Social Learning: Keys to Success

Establish “communities” of interest

which can become “communities

of practice”

Build an online presence which

enables information and

knowledge sharing – “tribal

knowledge”

Establish a platform which enables

comments, content sharing,

ratings, and feedback

“Dare2Share” information and let

the community rate and validate

usage and quality

Build the environment into formal

learning programs

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Social Learning Concept

L&D Management Employees

Quantity and

Quality of

Knowledge

and

Expertise

Customers

L&D working

with SMEs

Mid-level or

senior

leaders

Embedded

operational

expertise

Collective

wisdom of

stakeholders

What you can teach

What you can coach or mentor

What you can learn

“Tribal Knowledge”

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Social Learning Environments

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Dare2ShareWe are measuring an ongoing process, not a program…

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Communities of Practice

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Keys to Social Learning

Expert Directory

Closely-knit communities

Community management

Content and Conversation platform

Variety of tools (mobile, yammer, email)

Architecture for collaboration

Cultural support

Leadership support

Standards

Courage

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Embedded Learning“Invisible” Learning “in the job”

Performance Support

Feedback

• From managers

• From peers

• From leaders

Rotational Assignments

• Developmental assignments

• Cross functional assignments

After Action Reviews

Quality Circles

Customer Councils

Development Planning

Peer Review

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Need for Career DevelopmentCentralized Approach to Development Drives Far Greater Value

-20%

-15%

-10%

-5%

0%

5%

10%

15%

20%

25%

Individually Manager Level Business Unit Level Enterprise Level

Average Business Impact (12

measures)Engagement and retention

% I

mp

rovem

en

t

in b

usin

ess i

mp

act

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Cisco Sales Career Development

Cisco Learning Platform: Develop, Manage, Administer, Measure

Role-Specific Competency Models

Foundational Program(requirements, electives, resources)

Advanced(requirements, simulations, assignments, resources)

Expert – Mastery(real-world simulations, advanced topics)

Coachin

g a

nd M

ento

ringW

eb 2

.0 C

olla

bora

tion

On-D

em

and V

ideo

Com

munitie

s o

f Pra

ctic

e

Peer-based Gated Assessment Business Outcome Challenge #1

Peer-based Gated Assessment Business Outcome Challenge #1

Corporate Leadership Development Program

Designation or Certification

Pre-Assessment – Place Individual on the Roadmap

Skills and Knowledgeoutcomes

Job Performanceoutcomes

Real-world andpeer review

Senior Peer Review Board

Salesrepresentative

AccountManager

SalesLeader

TechnicalSpecialist

TechnicalLeader

Talent Management Integration

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Structured Coaching for

Sales Training

Formalized Informal

Learning

Focus on sales

leadership coaching

skills, not just sales

skills

Formalized program

which forces managers

to coach employees

Employees are trained,

supported, and

measured

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Embedded Learning: Keys to Success

Establishing employee

development as an integral

part of management and

operations

Consider “developing people”

part of every manager’s job

Focus on quality, client

intimacy, and learning from

mistakes

“Leaders teaching leaders” and

expanding the role of

development into the mission

of every role in the

organization

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Agenda

Why is Informal and Social Learning so Hot?

Defining the Elements of Informal Learning

• Bersin & Associates Enterprise Learning Framework®

• Learning On-Demand

• Social Learning

• Embedded Learning

The Informal Learning Architecture

Measuring Informal Learning

How to learn more

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Architecture for Informal Learning

Employee

What I need to know right now.

What skills and competencies I need.

Who I can ask for help.

It’s all about me. My job. My role. My assignment.

Manager

SME

Talent Mgt

System

PeerTech

Support

Em

plo

yee P

orta

l

LMS

Wiki

Enterprise Social

Software

Knowledge

Database

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Tools

IT typically drives this decision

SharePoint is likely to be your

company’s standard

LMS vendors have different and

immature offerings

Cornerstone, Saba, Plateau,

Blackboard have social tools today

www.bersin.com/socialsoftware

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New Roles

Employee

Em

plo

ye

e P

orta

l

Content

(Media)

Communities

(Interactions)

Connections

(Directories)

Content Standards

Authoring Tools

Content System(s)

Publishing Tools

Information Architecture

Community Management

Sharing Guidelines

Cultural Reinforcement

Rewards and Feedback

Monitoring and Standards

Systems Integration

Interface to IT standards

Expert Directories

Po

rtfolio

Man

ag

em

en

t

Where

Measurement Happens

Where

Measurement Happens

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Agenda

Why is Informal and Social Learning so Hot?

Defining the Elements of Informal Learning

• Bersin & Associates Enterprise Learning Framework®

• Learning On-Demand

• Social Learning

• Embedded Learning

The Informal Learning Architecture

Measuring Informal Learning

How to learn more

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Why Informal Learning?Your outcomes and goals may be different… and even better!

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Measuring Informal LearningNew things to consider as we develop measurement approaches

Do we have the

“right” elements?

Are they easy to

find and use in the

context of work?

How effectively do

they address

learning issues?

Are people using

the environment?

Are authors

contributing?

Are users finding

value?

Is feedback taking

place? by who?

What is the learning

culture and how do

we improve it?

Do we have talent

processes which

drive development?

Do we have the right

business processes

to drive learning?

Where is informal working well? Where is it failing?

How can we better design, target, support, and focus our informal learning approaches?

On-Demand Social Learning Embedded Learning

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Driving the Right CultureWe need to measure drivers of contribution and sharing

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Rewarding Sharing

All knowledge sharing sites

have ratings and rankings

Top ranked contributors are

rewarded publically by the

CEO or VP of Engineering

Information sharing is added

to performance plans of

technical and process

experts

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Impact Measurement Framework®

© Bersin & Associates

Adoption Utility AlignmentEfficiency Attainment

Did you reach the

desired audience?

Did they complete or

comply as desired?

Who did not comply

and why?

How well do programs

solve the workforce’s

particular problems?

How well did it align

to the specific job-related

problems and issues?

Would learners recommend

this program to their peers?

How efficient and

cost-effective

How did it compare

to other similar programs

or competitive programs?

How well did it use

learner’s time?

How well were

program business

priorities defined?

How well did business

units buy off on the

value of this program

relative to

other investments?

How well did you

meet specifically

defined client

(business user

or customer) objectives?

These may be

revenue, time to

market, compliance,

time to complete, etc.

Individual Performance Organizational Performance

Satisfaction Learning

Indicators asked of learners and managers to gauge

performance improvements.

Specific operational measures identified in the

performance consulting process.

General business measures or HR measures which are

already captured in the organization (ie. engagement,

retention). Special surveys can be used to determine

indicators using the “wisdom of crowds.”

1

3

2

4 5 6 7

8 9

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Copyright © 2009 Bersin & Associates. All rights reserved. Page 46

Impact Measurement Framework®

© Bersin & Associates – Adapted for Informal Learning Environments

Adoption Utility AlignmentEfficiency Attainment

Did you reach the

desired audience?

Did they complete or

comply as desired?

Who did not comply

and why?

How well do programs

solve the workforce’s

particular problems?

How well did it align

to the specific job-related

problems and issues?

Would learners recommend

this program to their peers?

How efficient and

cost-effective

How did it compare

to other similar programs

or competitive programs?

How well did it use

learner’s time?

How well were

program business

priorities defined?

How well did business

units buy off on the

value of this program

relative to

other investments?

How well did you

meet specifically

defined client

(business user

or customer) objectives?

These may be

revenue, time to

market, compliance,

time to complete, etc.

Satisfaction Learning1

3

2

4 5 6 7

Individual Performance Organizational Performance8 9

Contribution Feedback

Activity

10 11

12

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Copyright © 2009 Bersin & Associates. All rights reserved. Page 47

Contribution Feedback Activity

What is the

volume, frequency,

and depth of

contribution made?

What % of experts

are contributing

in what areas?

How regular and

current is the

response to comments

and questions?

How rapidly are

people keeping

up with changing

needs?

How well are people

commenting on and

rating comment

in a fair way?

Is feedback being

read and used by

authors?

Is feedback being

ranked and analyzed

by the organization?

Are authors and others

using feedback

well?

Can we “rate”

authors well?

How many people

are accessing the

system and at what

frequency?

What groups have

greatest access and

which are not

using it yet?

How widely

distributed is

the activity in the

program?

How well are higher

level people

contributing?

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Copyright © 2009 Bersin & Associates. All rights reserved. Page 48

What is the “ROI” of informal?It’s different but very large…

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Copyright © 2009 Bersin & Associates. All rights reserved. Page 49

How to Learn More

Informal Learning Workshops• Assess your readiness

• Develop a strategy and design program

• Select tools if necessary

Enterprise Learning Assessment• Internal workshop and planning session

E-Learning Technology UK• January, 2010

High Impact Learning Practices®• www.bersin.com/hilp

Research Conference April, 2009• http://impact.bersin.com

Contact us: [email protected] or call

(510) 347-4300