Best Practices Managing Complex CEUs
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Best Practices Managing Complex Continuing Education June 4, 2015 John Leh CEO, Lead Analyst, Talented Learning Bill Snowdon CTO, eLogic Learning
Transcript of Best Practices Managing Complex CEUs
Best Practices Managing Complex Continuing Education
June 4, 2015
John Leh CEO, Lead Analyst, Talented Learning
Bill Snowdon CTO, eLogic Learning
Agenda• Introduction to Continuing Education• Size of CE Market • CE Tools and Technologies• Top 5 Best Practices Managing Complex CEUs• Complex CEO Management Demo• Question and Answer
Today’s PresentersJohn Leh, CEO & Lead Analyst, Talented Learning
• 20 years LMS and eLearning experience
• Independent learning tech analyst, blogger and presenter
Bill Snowdon, CTO, eLogic Learning
• 20 years experience directing technology vision
• Leads functionality initiatives and new product development
• Extended enterprise (EE) learning news, research and consulting
• Founded in 2014 -- Independent analysts
• Research vendors, technology and best practices
• Weekly blog and webinar on all things EE Learning
• LMS Requirement definition and selection services
Who is Talented Learning?
5
• Headquarters – Tampa, Florida
• Founded in 2001
• Private, Debt Free, Financially Stable and
Profitable
E-Learning 24/7Top 3 LMS – 2015Top 5 LMS – 2014
Top 10 LMS – 2013, 2012Capterra
Top 20 LMS – 2014Bloomin’ Brands
Purveyor of the Year – 2011, 2012
Sage Software Innovations Award
Mindleaders/SkillsoftInnovative Partner Award
ABOUT US AWARDS
OUR CLIENTS
• Premier Client List
• Over 5 Million Users
• Fully Invested in our Client’s Success.
• Customer Service Orientation (Client For Life)
Who is eLogic Learning?
Survey -- What are the Biggest Challenges in Managing Continuing Education?• Reporting• Managing state requirements• Notification of learners of requirements and due dates• Working with our accreditation bodies• Other (put in chat)
What is Continuing Education?
• Continuing education is defined as training provided to adults after they have left the formal education process
• Informal --Lynda.com course online or completing a MOOC
• Formal --Earning your Project Management Professional certificate or maintaining a professional degree
• CE, CEU, CLE, CME, CPD, CPE, Contact Hours
What Is in a Name?Types of Certification and CE
• Corporate• Knowledge skills and abilities to do a job• Limited portability• Example: New product or new hire certification• Easy to manage
• Product Specific• Time-limited and very portable• Prevalent in IT with versions of software/hardware• Example: Microsoft Certified Systems Engineer – Cisco Certified Network
Associate• Tougher to manage
• Profession Wide• Awarded by government or accreditation body• Virtually every profession globally• Example: MD, Electrician, Pilot• Toughest to manage – multiple jurisdictions
CE Required for Many, Many Professions
Healthcare
• Physicians
• Nurses
• Pharmacists
Business
• Accountants
• Lawyers
• Actuaries
Real Estate
• Agents
• Appraisers
• Broker
Education
• Teachers
• Aids
• Administration
Occupational
• Realtor
• Food service
• Drivers
Public Safety
• Architects
• Surveyors
• Engineering
Size of Continuing Ed Market
• 2014 US Census Bureau Report “Measuring Alternative Education Credentials: 2012”
• 46 Million US adults held a professional certificate or license
• 19 Million have education certificate
• 25% of US population hold a certificate
• $47 Billion in US spending alone
• 90% /10% Instructor delivered vs. self-paced eLearning
Guestimate: 10 hours a year average = ½ billion hours of CE content delivered per year!
Comparison: Josh Bersin estimates LMS market 2.4Billion
Healthcare Leads the Way
Culinary Arts
Protective Services
Public and Social Services
Transportation
Engineering
Cosmetology
Construction and Manufacturing
Mechanic and Repair
IT, Computer, Technology
Business Management and Support
Education
Healthcare
0 5 10 15 20 25 30
% of Continuing Education Market
“Measuring Alternative Educational Credentials: 2012,” Ewert and Kominski, Jan. 2014, U.S. Census Bureau
Statistics from ACCME on 2014 CMEs
245+ Million Hours of CME
Consumed
So What is Complex Certification?
Simple Certification• One accreditation body• 1 course = 1 CEU• 1 Certificate per course
Complex Certification• Many accreditation bodies• State by state variations • Dynamic certificate generation• 1 course = X credit in PA and Y credit in NY• Varying tracking and reporting standards• Certification duration• Compliance window• Reporting deadline
Survey: What Industry Has the Most Complex CEUs to Manage?
• Accountants• Lawyers• Doctors• Nurses• Architects
Certified Public Accountants (CPE) Credit Requirements State Examples
Florida New JerseyCredit Hours Required 80 hours 120 with minimum of 20
yearSpecialty Credits Required -4 hours of ethics
-24 hours if in Government Auditing-20 hours in accounting/auditing
-4 hours of ethics-72 hours in technical subjects--60 hours need to be in person instruction--24 hours of Auditing if in attest function
Length of Reporting Period 2 Years 3 Years
Reporting Date June 30 December 31
Minutes per Credit Hour 50 50
Continuing Medical Education (CME) CreditExample State Requirements
CMEs Required Window AMA/AOA/AAFP/ACOG Category 1 Hours
Alabama 24 hours 2 years 24
Alaska 50 hours 2 years 25
Arkansas 20 hours 1 year 20
California 100 hours 4 years 100
Continuing Legal Education (CLE) CreditExample State RequirementsPennsylvania Rhode Island
Credit Hours Required 12 hours per reporting period
10 hours per reporting period
Specialty Credits Required 2 2 hours of ethics
Length of Reporting Period 1 Year 1 Year
Compliance Date June 30
Compliance Group Attorneys assigned to 1 of 3 arbitrary groups with due dates
All attorneys
Reporting Date April 30, August 31 and December 31
June 30
Report 30 Days Grace June 30
Approved Formats No recorded programs
Minutes per Credit Hour 60 50 – Divide total number of minutes of content by 5
Technologies to Help Manage CEUs?
• Custom built software• Spreadsheets• Industry Specific CEU Trackers • Association Management System• Survey Engine• Assessment Engine• 600+ Learning Management Systems
• Good at simple• Not so good at complex• Industry specialists for CEU providers not organizations
Best Practice #1:
Learn your CE Ecosystem
Your Cast of CE Players
CE Providers• Universities and Colleges• Vocational Schools • Training Companies and
Associations
CE Consumers• Employees• Customers• Professionals
Organizational CE Manager• Manage own accredited content• Manage employee compliance• Buy 3rd Party
Accreditation Bodies• Government• Industry Boards• Associations
Accreditation Bodies Drive the Complexity
• Boards, Government, States, Associations
• Jurisdiction requirements for # of hours required
• Content types/categories accepted
• Specialty content requirements
• Length of reporting period
• Reporting date
Best Practice #2:
Conduct an Technology and Business Process Audit
The Pot Roast Story
Why Do You Do Things the Way You Do?
Technology and Business Process Audit
• What do you do now and why?• What technology do you use?• Text, reporting, LMS, spreadsheets• Association management system, CRM• Surveys and assessments• eCommerce
• What are the manual admin process?• Learner notification, reporting, commerce, retrieving training records,
accreditation board reporting
• What is the cost for the above?
Do You Know What Your Current Vendors Can Do?
• When was the last time you got a current demonstration from your technology partners?• Opportunities to find that they can do more than
you think or more than a few years ago• Ask for a 1 – 2 day visit from vendor to do a status
check
• Sunset duplicate system• Duplicate systems = duplicate costs (license, admin
and support)• Example – Survey, testing and authoring are core
components in modern LMS solutions
Best Practice #3:
Stay Current with Technology Landscape
Never Stop Researching Technology Landscape• Complex CEUs can’t be fully automated -- yet
• How close can you get?• New technology and capability every day
• Join industry social groups• Find like minded professionals• Learn best practices• Hear vendor stories
• Attend a Tradeshow, Subscribe to Blogs
• Your responsibility to continually educated yourself on the industry
Don’t be afraid to switch out learning technology solutions when you reach the appropriate cost/benefit level
Basic LMS Support for Managing CE
Organizations Managing Employee CE• Name credit types• Associate with class• Assign content to individuals, job roles or organization• Completion reporting entered into another system• Certificates
Selling or Providing CE• Free or paid courses• CE content to individual learners or organizations• Ecommerce functionality including shopping cart and checkout• Progress reports
Intermediate LMS Support for Managing CEOrganizations Managing Employee CE• Unlimited credit types per learning event• Learners select credit type they want• Configurable due dates and credit duration rules• Prerequisites and bundles
Selling or Providing CE• Receive and share data from AMS, Virtual Tools, eCommerce, CRM,
ERP• Client dashboards and automated reporting delivery• Coupons, discounts, promotions• Self reported learning
Advanced LMS Support to Manage CEOrganizations Managing Employee CE• Credit and value awarded based on custom learner profile fields• Badge swipe, mobile swipe, attendance codes• Management of categories of content type and content limits• eSignatures, audit trails and content versioning• Integration with 3rd party compliance tools (LearnLive)
Selling or Providing CE• Auto accreditation body reporting for provider and individuals• Psychometric analysis reports for pre-post assessments, test item efficacy and
learner evaluations• Peer rankings on assessments • Dynamic certificates
Under the Hood• Quick demonstration of
complex CEU management• Assigning credits• Support for multiple credit
types• Accreditation reporting
Best Practice #4:
Integrate, Integrate, Integrate
Leverage Integrations to Automate Workflow
• Eliminate duplicate or triplicate entry• Share profile data• Leverage social media to create
accounts• Display content options and notification
in other systems• Sell content in multiple locations• Drive targeted marketing
LMS
CE Tracking
Spreadsheets
HRIS
SSOAMS
ERP
eCommerce
CRM
Best Practice #5:
Automate Reporting
Automate Reporting Ideas• Benefits individuals, organizations, CE providers and the
accreditation bodies• Allow learners to store external CEU activities and
appropriate accreditation information• In Medical all PARS fields or all NASBA fields for seamless reporting• Automate or provide users XML form to provide to accreditation
body• Include ability to support informal learning activities (xAPI)
• Schedule reports for auto delivery• Test item and evaluation analysis• Financial and ecommerce reporting• Progress reporting for individuals, teams and organizations
• Data dump for 3rd party reporting via other organization systems
Conclusion
• The global CE market is huge• Jurisdictions and industry drive CE complexity• Few organizations are 100% automated• Eliminate manual process• Top 5 Best Practices• Learn CE Ecosystem• Conduct a tech and business process audit• Keep current with tech landscape• Integrate, integrate, integrate• Automate reporting
