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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