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 1. Goals of Developing a Roadmap

2. Where to Start the Roadmap 2. Where to Start the Roadmap

3. Activities in Execution 3. Activities in Execution

4. Deliverables 4. Deliverables

Reasons for Learning Technology

Effectively Administer Training

Integrate Learning Applications

Impact Business Workflow

Show FinancialReturn

DriveStrategic

Goals

Imp

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to

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e O

rgan

izat

ion

Freq

uen

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Reaso

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Expected Benefits

Business Value Increased Revenues Decreased Costs Cost Avoidance

Increased Revenues More training delivered Timely delivery of training Consistency in the learning

experience

Decreased costs Lower delivery costs Reduced travel expenses Lower licensing costs

Cost avoidance Complex reporting Consistency in reporting

Case Study – Strategic Impact

Profile Telecomm Acquisition of ‘equal’ Hotly competitive market Analysts expect short ramp

Intervention ‘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 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 Completing the content

development in ‘merger’ time Delivering technology with no

hiccups

Case Study – Financial Impact

Profile Staffing company 17 Countries (EMEA, NA, AP) 250,000 personnel Decentralized training High turnover

Intervention From: Country-specific

onboarding, global guidelines To: 16 week onboarding,

managed by LMS, blended learning, job shadow, manager-coach

Results 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 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 SumTotal Systems Saba Software WBT Systems IBM KnowledgePlanet

Challengers Oracle Pathlore (SUMT) Plateau THINQ (Saba)

Visionaries CyberU HyperWave KnowledgeNet (Thomson) Meridian KSI Outstart SAP Siebel (Oracle) Vuepoint

The Gartner Group

Magic Quadrant for eLearning Suites, 2004

Unified User Experience

Learning Management

PrescriptiveLearning

Blended Learning Delivery

Competency Management

CertificationLifecycle

Learner Self-Service

SynchronousLearning

Collaboration ContentManagement

PerformanceManagement Analytics Talent

Management

Content Review

ContentCreation

Standards Compliance

ContentPublishing

Content Integration

Content Repository

ExpertiseLocation

Communities of Practice

Q & A

Web Conferencing

Chat/ Instant

Messaging

Threaded Discussion

Performance Analytics

Learning Analytics

Data Warehousing

Analytics Dashboard

Enterprise Application Connectors

Subscriptions

SuccessionPlanning

TalentProfiling

ApplicantAcquisition

ApplicantTracking

WorkforceDevelopment

Subscriptions

Organizational Alignment

Goal Setting

Development Planning

Initiative Management

Competency Assessments

Performance Tracking

Open, Scalable, J2EE Platform

Learning Management

PrescriptiveLearning

Blended Learning Delivery

Competency Management

CertificationLifecycle

Learner Self-Service

SynchronousLearning

Collaboration ContentManagement

PerformanceManagement Analytics Talent

Management

Content Review

ContentCreation

Standards Compliance

ContentPublishing

Content Integration

Content Repository

ExpertiseLocation

Communities of Practice

Q & A

Web Conferencing

Chat/ Instant

Messaging

Threaded Discussion

Performance Analytics

Learning Analytics

Data Warehousing

Analytics Dashboard

Enterprise Application Connectors

Subscriptions

ApplicantAcquisition

SuccessionPlanning

TalentProfiling

ApplicantTracking

WorkforceDevelopment

Subscriptions

Organizational Alignment

Goal Setting

Development Planning

Initiative Management

Competency Assessments

Performance Tracking

Typical Learning Suite

Enterprise Planning vs. Initiative Deployment

Initiative Deployment Discovery – focused on business workflow Planning – One release with specific capability Development – Configuration and integration Pilot – testing Deployment – release

Enterprise Planning Discovery – Enterprise view of business initiatives Planning – Staged releases of multiple groups

Goals of the Enterprise Learning Roadmap

Alignment Align the system to Business Goals Refine the Enterprise Deployment strategy and Governance

Model

Planning 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 Derive resource and budgeting requirements

Where to start on the Roadmap?

Key Business Drivers Derived from existing business measures and activity

Balanced Scorecard Performance Management

Develop Priority and Importance 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 Business metrics Audience Initiatives Technology constraints

Requirements will enable development of a Gap Analysis

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 Identify initiatives that could benefit from learning

technology Describe initiative, audience impacted, opportunity for

improvement

Rank importance within business unit Survey participants Force distribution

Rank priority among business units Executive participants Force distribution

Roadmap Considerations

Release cycles Release timing

‘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 Strategic Political Buy-in

Deliverables Business Case Roadmap Elements Governance Budget & Resource

Pro Forma Gap Analysis

Critical Path How long to get

started? Responsiveness End date?

Benefits of the Enterprise Roadmap

Alignment Connects the strategic vision to the tactical activities Aligns deployment groups based on both complexity

and readiness

Communications 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 Validation tool Discussion document

Initial Roadmap Used to begin Release 1 Deployment

Vendor Selection Implementation Evaluation

Reevaluate Roadmap Prior to each subsequent release

Q&A - Discussion

Jim Everidge, PresidentRapid Learning Deployment, LLC

(770)874-1190 x 222JEveridge@rapidld.com

www.rapidld.com