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Entire presentation Copyright ©2017 Cognitive Advisors LLC All Rights Reserved
Creating a Learning Strategy
for Maximum Impact
Marty Rosenheck, Ph.D.,
Director, Talent Development Consulting
[email protected]
@mbr1online©2018 eLearning Brothers Custom LLC All Rights Reserved
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“If you don't know where you are going,you'll end up someplace else.”
― Yogi Berra
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• Case Example Water Quality Association
• Apply Learning Strategy Template
Agenda
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
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Modular EducationProgram
Basics
Office/Support StaffSales
InstallersService Technicians
Designers
Fundamentals
Sales(Certified Water Treatment Rep)
Design(Certified Water
Specialist)
Installation(Certified Installer)
Service(Certified Service
Tech)
Master Water(Master Water
Specialist)
Master Service(Master Service Tech)
Foundational
Core Advanced
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• Manages and tracks learning paths that include formal, informal, and on-the job learning (OJL)
• Provides a targeted Nano-Coaching Feedback CycleTM
• Automates tracking, reporting, accountability, and analytics
Mobile SaaS software that optimizes the development of workplace skills
that lead to business results
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Copyright ©2017 Cognitive Advisors LLC All Rights Reserved
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Water Quality Association(TREK screen shots from an
Android phone)
• New sales rep logs in• Sees 3 assigned learning
paths
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• Sales rep touches the Sale Rep Certificate and it expands out to show one assigned badge with three learning activities.
• He selects the third –Perform a Water Test.
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• He looks at a quick video on how to conduct a water test.
• (TREK can link to any relevant proprietary customer or outside content – just in time, at the teachable moment.)
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• Now he conducts the test and records his results.
• He uses the sensors of the mobile device to capture and track real-world work product.
• In this case he takes a picture with his phone’s camera and uses the GPS to show that he was on the customer’s site.
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• He takes the picture, which is uploaded into TREK.
• When he submits it, his coach or supervisor is sent a notification that he needs to review the Sales Rep’s work and provide feedback.
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Coach’s View• The coach got the
notification so he logs on to his phone.
• He reviews the submission of work from the Sales Rep including the photo.
• The coach is given guidelines and the info needed to make it easy to give good feedback.
• The coach can approve the work or tell rep to try it again.
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• When the Sales Rep completes the requirements and shows that he can actually do the job, he earns a badge.
• The badge is authenticated and, when clicked, it shows the evidence of accomplishment.
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What you want to hear:
“I enthusiastically recommend the program. It’s a great tool for both new and
experienced people. “
WQA Member Company Owner
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
• Board of Directors• Executive Director• Member Company Owners/Execs• Education Director
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
• Professionalism• Credibility with State Regulators• Member Company Employee Skilled/Certified• Adoption and Financial ROI
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
• Increased market share revenue • State recognition• Employees pass certification exams• Growing membership
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
• Increased speed to proficiency• Number of States that recognize • Number of certified employees• New members, renewals, revenue to WQA
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100%Proficiency
Time
Pro
fici
ency
80%Proficiency
Speed to Proficiency
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
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Experts or Master Practitioners
Harvest Experiences & Knowledge
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Goal: Be like the Expert/Proficient Practitioner
• The target
• I wanna be like Mike!
Expert Knowledge Organization and Solution Process
• Prototypical cases and variations
• Common and uncommon
• Simple to complex
Taxonomy of Cases
• Build experiences, scenarios, stories, challenges
• Learning path
Cases Provide Raw Material
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
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Badges Competence Proficiencies
Water Diagnosis
Badge
Diagnose Water
Problems
• Greet customer properly
• Explain service call process
• Assess water problems through asking questions
• Determine whether water or health issue
• Assess visual clues of customer problem
• Conduct a complete water test (i.e. hot and cold)
• Read a water test
• Interpret water quality test
• Determine steps to take following water test
• Determine causes of water problems
Solution
Recommendations
Badge
Identify Solutions:
Select Best
Fit/Option for
Customer’s Needs
• Determine which codes apply
• Size and estimate job
• Determine Location for Equipment (following codes, manufacturer
guidelines, access for service)
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
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Employee
Goals• Desires
• Aspirations
• Challenges
• Frustrations
• Fears
Previous Experience
Level of Expertise
Motivation • Extrinsic
• Intrinsic
What might he/she
be:• Thinking
• Feeling
• Saying
Empathize!
• Focus groups• Observation• Ride alongs
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
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Nano-Coaching Feedback Cycle
• Executing skill-specific tasks on the job using built in guidance and resources for optimal results
• Capturing work experiences using features of mobile devices (GPS, camera, audio recorder, observation checklists)
• Sharing work products with assigned coaches and peers using email notification and in-dashboard view
• Providing performance support and feedback guidance to assigned coaches
• Tracking and reporting insights that enable accountability and visibility to individual and organizational skills gaps as they close.
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Managers/Coaches“I love the ability to communicate back and
forth with my employees.I love being proactively prompted that
something is ready for me to review. This system gives me a reason to talk with my
people about customers and issues so I can tell if they understand what they’re learning.
I liked it so much I want to coach more people.”
WQA Manager
Initial skepticism• Too busy• Don’t see value
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
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Formal Training
Learning Record Store Everything Tracked
Data Analytics
Creating a Guided Path to Proficiency
xAPI
xAPI
xAPI
Content RepositoryPerformance Support, Videos,
Reference
Copyright ©2018 eLearning Brothers LLC All Rights Reserved
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
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Certification, Badges
Formal Learning Activities
(Workshops, eLearning Courses)
Informal Learning Activities
(knowledge base, short video, social)
Experiential Learning Activities
(e.g., on-the-job activity)
Experience API to Learning
Record Store (LRS)
Learning Path
Tracking, Analytics, Reporting
Performance Metrics
TM
Nano-Coaching
ObservationsFeedback
CompetencyAssessment
Recommendation
ProficiencyCompetence
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
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CONTENT
46
EXPERIENCEIf content is
king, experience is
the emperor!
@mbr1online
Takeaway:
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This Photo by Unknown Author is licensed under CC BY-SA-NC
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
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SSO
Learning Ecosystem
LRS
Data Warehouse
Microsoft Dynamics Association
Management System
Certification Badges
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
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A formal method for
practical, creative
resolution of problems
and creation of
solutions
Design ThinkingEmpathize
Define
Ideate
Prototype
Test
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
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Cognitive Science
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
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57Proficiency
70% On-the-Job Experience
20% Informal/Coaching
10%
Formal
Training
Instructional Design
Learning Experience Design
Takeaway:
Instruction is only a small part of learning.
@mbr1online
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Learning Strategy Template
Leaders
Guidance
Action
Support
Value to Organization
Outcomes
MeasurementsAnalytics
CompetenceProficiencies
Employee
ManagerCoachPeers
Learning Path
Learning Experiences
ContentPerformance Support
Tools
Organizational Technology Ecosystem
ExpertsMaster Practitioners
ExecutivesStakeholders
Learning and Dev Professionals
Results Performance Enablement
Learning Science Learning Experience DesignDesign ThinkingDisciplines
©2018 eLearning Brothers Custom LLC All Rights Reserved
Context Cultural
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The Result“We picked the right vendor.
You guys have been spectacular. Everyone I’ve worked with from your organization
has been a pro. The way you guys approach this from a cognitive
and organizational level blows my mind. I hope you take pride in knowing that you helped an
industry that had a lot of great info get that thing on a much better plane.
I can’t tell you how excited and thrilled and thankful I am to be part of a project that’s going to change
this industry.”
WQA President
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Entire presentation Copyright ©2017 Cognitive Advisors LLC All Rights Reserved
Marty Rosenheck, Ph.D.,
[email protected]
Director, Talent Development Consulting
@mbr1online©2018 eLearning Brothers Custom LLC All Rights Reserved
Booth 829
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21st Century Apprenticeship
19th Century Apprenticeship 20th Century Training
xAPI
Data Analytics
Cloud
Mobile
Copyright ©2017 Cognitive Advisors LLC All Rights Reserved