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    HandoutforLearningandSkillsGroup

    What Would Andrew Do?

    How to sell senior management on the value of learning. (Cross)

    Excerpts

    TheMetricsCycle

    Theres no cookie-cutter formula for applying metrics, but there is an underlying

    process. Generally, youll follow these five steps to identify, agree upon, assess, and

    use metrics. This is not rocket science. Its the same process you already use to

    accomplish a lot of things in life. Lets briefly consider each step.

    1. State Desired Outcome. Results do not exist inside the trainingdepartment. In fact, results do not exist within the business. Results come

    from outside the business. Imagine a no-nonsense businessperson, say,

    Andrew Carnegie. If you can explain yourself to Andrew, youve mastered thisstep.

    2. Agree How To Measure. The only valid metrics for corporate learning arebusiness metrics. Examples are increased sales, shorter time-to-market,

    fewer rejects, and lower costs. How do you decide what measures to apply?

    You dont: thats the responsibility of your business sponsor, the person whosigns the checks. Together you agree on whats to be done and how youll

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    measure success or failure. Once youve settled on the project and its

    metrics, get it in writing.

    3. Execute Project(s). The projects could be training and/or an incentivebonus plan and/or more advertising. Training programs are often part of a

    larger scheme, and its fruitless to try to isolate them. In fact, savvy training

    directors look for major corporate initiatives they can hitchhike a ride on. Gowith the flow, dont fight it.

    4. Assess Results. You must evaluate the impact of your efforts with themeasures you set up back in step 2. In other words, you are not allowed tomimic Charlie Brown, who would shoot an arrow and then paint the target

    around it. Why stick with the measures you came up with before? Because

    thats how to maintain credibility with your sponsor. You can bring upunforeseen outcomes or anecdotal evidence, so long as you follow up on

    those original methods first.

    5. Begin Anew. The only thing worse than learning from experience is not

    learning from experience. Your post-mortem on the completed project shouldinclude a section titled What to do better next time. This is where you startthe cycle anew.

    6. All my examples are drawn from business. That is the focus of this particulareffort. Many of the same techniques work well in government and education

    as well, but those are not my areas of expertise.

    WhatMakesanEffectiveExecutive?(Drucker)

    They asked, "What needs to be done?"

    They asked, "What is right for the enterprise?" They developed action plans.

    They took responsibility for decisions.

    They took responsibility for communicating.

    They were focused on opportunities rather than problems.

    They ran productive meetings.

    They thought and said "we" rather than "I."

    TalkingwithYourSponsor

    Executives focus on one thing: execution. You need to figure out what your sponsor

    hopes to execute.

    You get his or her take on the firms near term objectives, to suggest what you planto do to meet them, and to agree on how success or failure will be measured. This

    step is not optional.

    Tell your sponsor you want to understand her business objectives. Be a performance

    consultant. Act like its a different game than the one you usually play.

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    Subtract ten points each time you say learner, learning object, instructionaldesign, blended, program, instructor, content, or asynchronous.

    Add ten points each time you say reduce time to market, improveproductivity, speed up cycle time, streamline the way we do business, serve

    customers better, slash costs, improve partner relationships and knowledge,increase market share, etc.

    Add ten more points each time you personalize whats above: reduce our timeto market, improve our productivity, speed up our cycle time, etc.

    Got it? Your challenge is to find out how your sponsor sees her corporate and unit

    objectives. You need to know enough to make concrete recommendations.

    Whatsinitforme?

    (ASTD/IBM)

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    Theplayersandtheirneeds

    (Cross)

    TimeMatters

    While training directors may have different objectives from CEOs, everyone in

    todays business world shares one need: they want it all now. Benefits you dont see

    for two years are hardly benefits at all. Given enough time, a million monkeys at a

    million terminals could develop your entire curriculum, complete with Flashanimations and a repository of SCORM-compliant objects. Nobodys got time to wait.

    The appropriate time metric for most eLearning is time-to-proficiency. How long will

    it be until your people are performing competently? By competent, I mean able to

    meet or exceed the expectations of customers, be they internal or external to theorganization.

    Time-to-proficiency depends on a multitude of factors. Before the first learner enters

    the system comes prep time:

    Time to assess needs and specify solutions

    Time to hire or train development staff

    Time to create new lessons or re-purpose existing ones

    Time to implement technical infrastructure

    Time to make sure all the parts work together

    Time to publish, often a combination of print, CD, and web

    Then theres time spent learning.

    Time to access the lessons

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    Time in self study

    Time in practice

    Time for proficiency testing

    Time for reinforcement

    Timing is perpetually traded off with breadth and cost. A Fortune 100 company can

    justify investing years to develop its in-house corporate university.

    PushandPull

    Organizational learning tends to be mostly push or mostly pull. Push is the sort of

    learning you encountered in school, where authorities selected the curriculum and

    lessons were imposed on you. Pull describes the way you learn from Google or

    discovered how to kiss a lover. With pull learning, you select what you want to learn

    and how you want to learn it.

    Pull learning is more cost-effective. It doesnt require as much in the way of controlmechanisms, structure, and outside assistance. Furthermore, lessons learned

    through pull are more likely to stick because theyre relevant to perceived need,delivered when required, and usually reinforced with immediate application. Pull

    learning delivers more bang for the buck.

    Organizations that increase the ratio of pull to push can lower their overall

    investment in learning without sacrificing results. Given the greater payback of pull

    learning, the objective is to achieve greater results while spending less.

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    Why am I advocating cutting the overall spend? Because its an easier concept tosell. Managers have been skeptical of the value of training for decades. One hopes

    that the lure of the Holy Grail of achieving more from less is an offer they cantrefuse.

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    EvaluatingthepaybackofLearnscapes

    ReturnonInvestmentinInteraction

    (Cross & Husband)

    The focus in this new world of work is to do whats important and involve those whoknow whats important, why its important and what they know (or know how to find

    out) about a problem or issue.

    So, to begin measuring increases in productivity and value in a networked social

    computing environment, we propose the concept of Return on Investment in

    Interaction (ROII), which we have derived from the principles of Metcalfes Law of

    Networks.

    Lets define some core assumptions about ROII :

    1.Continuous flows of information are the raw material of an organizations valuecreation and overall performance.

    2.Information flows are carried by links, alerts, RSS feeds, search engines,

    aggregation and filtering of content, etc.3.All leading vendors productivity platforms now feature collaborative social

    networking and computing,

    4.These platforms architectures facilitate purposeful cross-silo communications

    and exchange.

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    Social networking pioneer Valdis Krebs has outlined four generic metrics that are

    becoming widely accepted as leading to observable, tangible, measurable outputs:

    (Footnote: Krebs, V., Measuring the value of social computing in social networks,

    The Network Weaver blog, June 29,2008)

    1. Increase in size of network

    2. Increase in internal network connectivity

    3. Increase in connection to valuable 3rd parties4. Increase in number of projects

    DimensionsofTodaysLearningProcess

    (Cross, Learnscaping)

    Business contextCore/contextObject orientationBottom-upCustomer voiceUnpredictableIncessant changeServices/intangibles

    Network effectsDense interconnectionsAccelerating cycle timeInterdependenceVolatilityLong tailAmbient findabilitySignal:noise

    LearningInformalAdaptationBecomingKnow-whoDrip feedNeed-drivenPerformance support

    WorldviewEmergenceIllusion of controlHolisticPerpetual betaEverything flowsAll is connectedProcess

    KnowledgeCollective intelligenceSocially-constructedContext-boundBreakdown of disciplinesGroup phenomenonSocial intelligenceCognitive breakthroughs

    Internet valuesConnectionsOpennessTransparencyAuthenticityInteractivityLoosely coupledInteroperability

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    ProfitandLossExample

    Imagine that my roadside stand sells $100 worth of lemonade and my total expenses

    were $20 I spend on lemons, sugar, and paint for my sign. Fill in the blanks:

    Lemonade Stand Results

    Profit = ________________

    Margin = ________________

    Revenue = ________________

    Cost = ________________

    Cash flow = ________________

    Earnings = ________________

    Price/earnings ratio = ________________

    ROI = ________________

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    Industrial-age problems

    Check any that apply to your organization

    Substandard revenue Sales are declining, customers are postponing decisions

    Sales force cannot express benefits of new products

    Sellers unaware of industry conditions and competition

    Friction in relationships with distributors

    Our partners are not well informed

    Sales and marketing are on different planets

    Arms-length relationships with customers

    Deficient service

    Response time to customers is substandard After-sales inquiries are bogging down our call centers

    800 numbers and phone trees are driving customers away

    Service is inconvenient for customers, not 24/7 We dont learn from our customers

    Not building customer loyalty

    Customer and prospects are confused, frustrated

    Inefficiency and bureaucracy

    Deluged by internal email

    Cant find the right person in a hurry

    People dont know who knows what

    Cant the right information when you need it

    Project coordination is tedious and things fall through the cracks

    Re-invent the same documents and processes over and over again

    Departments squabble more often than they collaborate

    Dont learn from the people who join us from competitors

    Execs cant get a read of progress or lack thereof

    Documentation is dated, versions confuse

    Unenthusiastic, sluggish staff

    Recruiting is harder than ever

    Some do the minimum to get by

    People are not innovators and dont keep up

    Our know-how is walking out the door due to retirement and turnover

    People are glum because of the economy, an industry slump, whatever

    Turnover is too high

    When good people leave, we never see or hear from them again

    No time for experimentation or prototyping

    Underdeveloped organization

    Difficult to collaborate inside the corporate firewall

    Difficult to collaborate outside the corporate firewall

    People prefer to work solo than on teams

    Takes too long for new hires to become productive

    Analysis paralysis

    Wait and see attitude = missed opportunities

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    Culture clash, as if we are two organizations with different priorities

    Suboptimal execution

    Not everyone is on the same page

    Our people dont know our history, values, culture

    Set in our ways, reluctant to change

    Not moving fast enough to stay ahead of competitors Functional silos thwart process improvement

    Still acting like two separate organizations long after the merger

    Hard to find out where we are as an organization

    Teams dont talk about the trends and force that drive our business

    Dont reflect on the lessons of our successes and failures

    Dont take advantage of our collective intelligence

    Not learning

    We are falling behind

    Not prepared for onslaught of digital natives

    Training cant keep pace with the business

    Learning systems are outgrowth of classroom

    Training administration, creation, and delivery cost too much Managers hoard information

    Not learning fast enough to keep up with the needs of our business

    References

    ASTD/IBM Strategic Value of Learning Research Report. 2006. Sugrue, Brenda;

    ODriscoll, Tony; and Vona, Mary Kay.

    Cross, Jay. 2009. What Would Andrew Do?How to sell senior management on the

    value of organizational learning. Internet Time Press. $19.99 from jaycross.com

    Cross, Jay. 2009. Working Smarter: Boosting Brainpower for Fun and Profit. $14 on

    Amazon.

    Cross, Jay. 2008. Learnscaping: Getting Things Done in Organizations. Internet Time

    Press. $25 from jaycross.com

    Cross, Jay and Husband, Jon. Return on Investment in Interaction, Not Your Fathers

    ROI. Chief Learning Officer magazine. To be pubished July 2009.

    Drucker, Peter. What Makes an Effective Executive, Harvard Business Review, Vol.

    82, No. 6, June 2004.