213
Balancing Act:
The e-Learning
Strategy Game
Tamara Ganc & Catherine Lombardozzi,
Vanguard
Balancing Act:
The e-Learning Strategy Game
Tamara Ganc, Creative Learning Services Manager
Catherine Lombardozzi, Best Practices Manager
Vanguard
• One of the world’s largest investment
management companies.
• Offers over 150 domestic funds plus
additional funds in international
markets.
• Serves individual investors, institutions,
employer-sponsored retirement plans,
and financial professionals.
• Employs over 12,000 crew in three U.S.
locations.
2
Vanguard’s unique advantages
• An unwavering focus on clients.
A commitment to integrity, loyalty, and respect, and a
promise to champion what’s best for our investors.
• Exceptional value.
A dedication to outstanding performance, superior service,
and low costs.
• Plain talk.
Clear, candid communications and advice that help
investors become better-informed and more successful.
3
1
Vanguard University Fast Facts
6
24
Placement in Training Top 125 - 2009
Percentage of participant hours delivered through e-learning
170
Crew in Vanguard University
104
E-Learning projects in 2008
142
Design projects in 2008 (total)
1675
820,000
Courses in Vanguard University catalog
Participant hours per year (approximate)
4
Agenda
In this session, you will learn:
• Tools and strategies that enable creative and impactful
solutions with limited dollars to invest.
• A range of development options to meet widely varying
functionality, time and cost parameters.
• A list of infrastructure and technical support needed
from your IT department.
• Strategies to ramp up instructional designers
to use new tools and techniques.
The e-Learning Strategy Game!
5
Employee
Competency
and Skill
Development
Strategy
Definition
and Project
Management
Future
Shock
Information
Technology
Considerations
Change
Management
Solution
Set
2
Strategy definition and project management
Which question shall we answer?
1
What was the business case for e-learning
and how did you make that case?
2
How did you define your e-learning strategy
and execution plan?
Strategy
Definition
and Project
Management
7
Strategy definition and project management
1
Business Case
ƒ Show the clear cost/benefit wins, especially by calculating
savings in time “away” from job.
ƒ Emphasize efficiency of e-learning.
ƒ Share research on 21st century learner expectations.
ƒ Show the business results of specific wins as examples.
8
Strategy definition and project management
2
Strategy
ƒ Engage consultants…maybe.
ƒ Engage business leaders…definitely.
ƒ Run it as a project: define streams of work, name
owners, hold people accountable to an execution plan.
9
3
Employee competency and skill development
Which question shall we answer?
1
How do you ensure that designers know elearning instructional techniques? How can
people who know classroom design and
development switch to e-learning design?
2
What technical talent do you need to enable
rapid development of e-learning?
Employee
Competency
and Skill
Development
10
Employee competency and skill development
1
E-Learning Design Skill
ƒ Expand repertoire of techniques.
ƒ Offer e-learning design consulting.
ƒ Train designers on instructional design and
delivery mode decision making.
ƒ Ground everything you do in adult learning best practice.
11
Employee competency and skill development
2
Technical Talent
ƒ Evaluate needs and make build or buy decision.
ƒ Determine if you will have generalists or specialists.
ƒ Develop technical talent.
ƒ Know your limits and outsource high end design and
development that you are not ready to do internally.
12
4
Future shock
Which question shall we answer?
1
How do you incorporate web 2.0 in a
regulated environment?
2
How does your company manage
informal learning?
Future
Shock
13
Future shock
1
Web 2.0
ƒ Volunteer the learning and development organization
as a pilot group for new technologies.
ƒ Concentrate on enabling functionality with current
systems rather than trying to sell the functionality in
order to purchase and install new systems.
14
Future shock
2
Informal Learning
ƒ Educate clients about value of informal learning.
ƒ Wean managers away from counting access to assets
as “learning.”
ƒ Make informal learning an integral part of a strategic
knowledge or skill-building initiative.
ƒ Define a new measurement strategy.
15
5
Change management
Which question shall we answer?
1
How are you accelerating the shift?
2
How are you gaining business support?
Change
Management
16
Change management
1
Culture Shift
ƒ Set aggressive goals (BHAGs) for increasing e-learning
participant hours.
ƒ Assist designers and developers in “e-magining” the
possibilities.
ƒ Create an e-learning blog.
17
Change management
2
Business Support
ƒ Market early wins with business clients.
ƒ Retail services new hire training
ƒ Financial Advisor Services sales simulation
ƒ Annual compliance review
ƒ School of professional development overhaul
18
6
Information technology considerations
Which question shall we answer?
1
What technology infrastructure enhancements did
you make (or are still making) to ensure success?
2
What are your internal tracking challenges?
Information
Technology
Considerations
19
Information technology considerations
1
Technology Infrastructure
ƒ Provide your learners with the equipment they need (e.g,
headsets).
ƒ Ensure developers have the hardware they need.
ƒ Invest in basic sound-proof audio/video studios.
ƒ Anticipate growing server space requirements.
ƒ Make your content elevation process as seamless
as possible.
20
Information technology considerations
2
Tracking Challenges
ƒ Decide on AICC or SCORM.
ƒ Test integration of vendor content early.
ƒ Understand legal/compliance tracking requirements based
on content type (e.g., annual compliance credit).
ƒ Agree on a tracking strategy (i.e., when to track and when
not to track).
21
7
Solution set
Which question shall we answer?
1
What variety of e-learning solutions do you
offer and why?
2
What are the advantages of having a learning
portal?
Solution
Set
22
Solution set
1
E-Learning Solutions
ƒ Offer a variety of course development options to meet
business needs without sacrificing engagement:
ƒ Silver, gold, and platinum solutions.
ƒ Audiocast templates.
ƒ Designer development of simulations.
ƒ On-demand webinars using trainers.
ƒ Define an outsourcing strategy.
ƒ Make time for research and development.
23
Solution set
2
Learning Portal Benefits
ƒ Build a learning portal to:
ƒ Hide your LMS!
ƒ Support delivery of informal learning.
ƒ Enable pushing of targeted learning recommendations.
ƒ Enhance search capabilities.
ƒ Promote learning.
24
8
>
Contact us
Tamara Ganc, [email protected]
Catherine Lombardozzi, [email protected]
9