Delivering a Transformational L&D Strategy

Delivering a

Transformational

L&D Strategy

Mike StacySVP Enterprise, Aptara

Richard P. TaylorDirector, Learning & Performance

GlobalEnglish Corporation

Aptara - Transforming Content into Knowledge

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Inception 1988

Locations 8 global locations Delivery centers – India, USA

Sales and Business Development – USA, UK, Australia

Segment Content Transformation Solutions - Developing, composing and

transforming (converting) static information into consistent,

dynamic digital content that can be repurposed for future use.

Employees 4,000+

Key Customers

Recognized Brand •Winner of Brandon Hall Awards in 2008 and 2009 for Web Based Training

•Innovator and leader in Learning and Performance custom content development

•Development facilities certified for ISO 9001:2008 and ISO 27001 Security certifications

Confidential. Not for distribution.

http://www.xerox.com/

Deep Horizontal and Vertical Expertise

Professional Service Expertise

Editorial and Composition

Content Technology (IT)

Learning and Performance

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3 Confidential. Not for distribution.

40,000 Sq. ft. and over 500 seating capacity

30 minutes flying time from Mumbai

1,000 hours of courseware developed per year

ISO 9001:2008 and ISO 27001 security certified

Dedicated Learning and Performance Facility

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Aptara can convert or create your content

Over 1,000 hours of finished WBT YTD

Game Based, Simulations, Social Learning, Virtual Class Room, and ILT.

Mobile content development: iPhone, iTouch, iPad, Android, BlackBerry

Over 500 dedicated learning and performance resources in multiple locations

54 million pages of content converted

Multiple eBook formats – ePub, ePDF, Mobi, VitalSource, Zinio.

Confidential. Not for distribution.

A bit about me

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• Previously – Training Manager at TIBCO Financial

Technology

– Global Head of Learning at Reuters

– Global Learning Operations Leader at Cargill

• Currently– Director, Learning & Performance at

GlobalEnglish

– Frequent presenter at ASTD, Global Exchanges & CLO events

– Published author on L&D topics

– Client of Aptara multiple times

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The Business Situation

Making the Business Case

Formulating a Strategic Plan

Choosing the Right Targets

What to Look for in e-Migration partners

Globalization forces at Reuters and Cargill

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How can we reach everyone?

• A Maserati for all = bankruptcy

• Classroom training only top priorities

• eLearning for everything else– Easy to scale to thousands

– Very low cost

– Controlled message

– Easy to customize

– Easy to edit/update

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• Are you finding that your clients want you to cut costs, but increase the number of people receiving training?

Yes

No

Not Sure

Poll

What is e-Migration?

e-Migration is the gradual, strategic transformation of learning content from paper-based and classroom formats to online, interactive, globally accessible, and highly reusable formats.

The potential payoff of e-Migration is huge:

• tremendous cost savings

• faster time-to-market

• availability 24x7

• massive scalability and reusability

• consolidated online content management

• greatly increased options for instructional design (e.g., simulations)

• ease of capturing usage data and online assessment results

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Trends in Learning Delivery• “…on average students in online learning conditions performed

better than those receiving face-to-face instruction.” - Online Learning Report US Dept of Education 2008

• Technology is driving down average cost per learning hour

• Learning content is scaling up to reach more people

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Charts: ASTD “State of the Industry Report” (2009) from “BEST” companies

Show Me the Money:

• A study by Caterpillar University showed that e-Learning delivery methods save between 40% to 80% compared

to classroom costs.

• This could reduce a $100k classroom program to $20k

• And, research shows that classroom and distance-learning produce similar learning outcomes

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http://www.astd.org/LC/2005/0605_walliker.htm

Show Me Even More Money …

• With offshore eLearning development, you can save even more– Onshore eLearning partners can charge ~$100/hr

– Offshore eLearning partners can charge ~$40/hr (or less)

– That’s at least 60% savings on eLearning projects

• This could reduce a $20k eLearning program to $8k

• Our original $100k classroom program is now $8k

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Alignment

I tied my e-Migration strategy to major corporate goals:

• Driving efficiency Digital learning objects are easily reusable

• Valuing all employees eLearning scales to everyone

• Wise use of resources L&D can be more cost-effective

• Speed Increase time-to-delivery

• Productivity Increase outputs for same effort

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MetricsThen I identified crisp measures to show

progress over time:

• Driving efficiency– X% of content reused

• Valuing all employees– X% of employees receiving training

• Wise use of resources– Savings as X% or net $$

• Speed– Reduce time-to-delivery by X%

• Productivity– Global learning hours consumed L&D effort hours

Long-term strategic planning

• Once aligned to corporate goals, with appropriate metrics, I determined where I wanted to be in 3 years and then worked backward.

Identify baseline metrics and e-targets Assemble e-teamMigrate first 10%

Migrate next 10% from classroom ILT Achieve first 20%

savings in costs Efficiency $60 per

learner hour consumed

Migrate final 10% of

content to eLearning

Achieve a total of 60%

savings in costs (from

baseline)

Efficiency $40 per learner hour consumed

Event-based learning Process-based learning

Migrate 10% more from classroom ILT Achieve a total of

40% savings in costs (from baseline) Efficiency $50 per

learner hour consumed

2006

2009

2008

2007

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How I tracked & reported results: 2006

Financial

Budget recovery: 95%

Efficiency: $66.45/learner hour

L&D spend governed: 11%

Client

Net Promoter Score: ??

Improved Effectiveness: ??

Net Savings (from base): $0

Operations

Quality rating: 88%

Productivity: 2.32/hr output

eLearning as % budget: 2%

People

Engagement Score: 76%

Recognition Awards: 15

PDP completion: ??

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How I tracked & reported results: 2008

Financial

Budget recovery: 104%

Efficiency: $59.78/learner hour

L&D spend governed: 38%

Client

Net Promoter Score: 44

Improved Effectiveness: 37%

Net Savings (from base): $989k

Operations

Quality rating: 93%

Productivity: 3.35/hr output

eLearning as % budget: 18%

People

Engagement Score: 79%

Recognition Awards: 37

PDP completion: 65%

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Hazards in e-Migration

• Shifting L&D priorities– Align to long-term corporate goals

• Limited human resources– Outsource aggressively

• Weak instructional design– High quality will buy credibility

• Technical infrastructure– Proactively engage IT colleagues

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E-Migration Criteria

• While nearly any topic or interaction can be delivered online, a few criteria helped me identify easy targets and get early wins:

• Scale—potential audience numbers in hundreds or thousands

• Commoditized—subject matter is established, stable, and easily packaged

• Need to standardize—different versions need unification and/or update

• Need to upgrade ID—current delivery method is boring, disengaging

• Compliance focus—requirement to assess understanding and/or competency

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Ground Floor Targets: Fundamental Content

• Safety

• Information Security

• Legal Compliance

• Employee Benefits

• Company History and Values

• Preventing Harassment

• Desktop Tools (MS Office, etc.)

• Fundamentals of Finance

• Business Etiquette

• Email Essentials

• Telephone Skills

• Vocabulary building

• Programming Languages

• Operating Systems & Servers

• Database Management

• Test Prep and Certifications

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Mezzanine Targets: Processes & Methods

• New Hire Orientation

• Customer Service Skills

• Maintenance and Reliability

• Diversity and Valuing Difference

• Fundamentals of Management

• Accounting

• Marketing & Brand Management

• Behavioral Interviewing

• Sales Techniques

• Language Acquisition

• Project Management

• Metrics and Scorecards

• Strategic Planning & Case Studies

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Pinnacle Targets: interactive and real-time

• Systems training—fully functional simulations

• Presentation Skills—live via video

• Team Collaboration—online “ecosystem”

• Difficult Conversations—live role play online

• Negotiation & Listening Skills—real-time coaching and practice

• Management Skills Training—live online scenarios, teamwork and feedback

• ESL Practice—writing & pronunciation

• New Product Testing—real-time with customers

• Leadership Team Meeting—in Second Life

• Dynamic Curriculum Assembly—with user-defined search criteria

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Deliver the Savings

I killed the classroom/paper version (once the e-version was ready)

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Lessons Learned: When to Outsource

When …– time is of the essence, or

– internal resources are already fully deployed, or

– your team lacks the technical expertise, or

– it’s cheaper to outsource (especially offshore)

Interface and Background Samples

Interface and Background Samples

Enterprise Knowledge Portal

Click here to visit the Enterprise Knowledge Portal.

http://elearning.aptaracorp.com/DesignSolutions/EKP/index.html

http://elearning.aptaracorp.com/DesignSolutions/EKP/index.html

mLearning

What to Look for in an Offshore Partner

• Cost savings at minimum 40% to 60% vs. onshore vendors

• Automation tools that save time (and pass savings on to you)

• Excellent communication skills, to help bridge time & culture

• Highly skilled instructional design = variety of interactivity and learning methods

• World-class project management = on deadline, every time

• Constant innovation, leading (not following) industry trends

• Empowers you as client, not luring you into dependency

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The Bottom Line

Great Planning

+ Great Partners

________________

= Great Results

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Corporate Overview