Defining Your Social Learning Strategy

Presented by
David Mallon, Bersin & Associates Principal Analyst
Dave Wilkins, Mzinga Sr. Director of Product Strategy
Defining Your Social Learning Strategy www.mzinga.com l May 2009

About The Presenters
David Mallon
Bersin & Associates Principal Analyst
Directs firm’s research in enterprise learning.
A decade of experience in all aspects of learning and OD on both the practitioner and provider sides.
[email_address] l Twitter: @da5idm l LinkedIn: dmallon
Dave Wilkins
Mzinga Senior Director, Product Strategy
Published author and national speaker at 40+ conferences
More than 12 yrs in the learning industry- strategy, design, development
[email_address] l Twitter: @dwilkinsnh l Facebook, LinkedIn: dwilkinsnh

Session Follow-Up
After the event, the following materials will be made available to all of you:
Presentation slides
SlideCast recording
Chat transcript
Social learning is about engaging each other & sharing ideas… so the best way to understand it, is to just do it!
Don’t feel limited: Join in the chat & feel free to tweet about our discussion using either #mzinga or #bersin (or both) to tag your posts.
We also know some of you will prefer to listen; that’s cool too.
We’d Love Your Participation

Our Agenda Today
Where Does ‘Social’ Fit Within the Learning Framework?
Business Use Cases & Examples
Initiative-level examples
More strategic / Division or Functional-level examples
Full-on, diving in head-first examples
Q&A

Bersin & Associates Enterprise Learning Framework

Yes, but “Will it Blend?” Will It Blend? - Formal + Social Learning = Reality

Another Piece to the Puzzle
Who creates the content?
Where is the expertise?
Jay Cross and Harold Jarche Many : Many One : Many

How Does Learning Become Social?

Embedded Model WBT Page Putting the “social” back into instruction WBT Page Comments Discussion WBT Page “ Open” Blog WBT Page Ratings WBT Page YouTube RSS Feed Chat?

Amazon and Community Models Social Media *about* learning Put the “social” into any learning experience Social Media *as* learning Social exchanges and formal are the learning Ideas Blogs Discussions Chat Formal Learning Library Social Networking

Social Learning “Initiative”
Audience & Challenges
Learning Program
Audience
Young sales team (avg. age: < 35 yrs)
Highly competitive, mostly male
Challenges:
Learn the new system quickly & effectively
Improve overall sales results, particularly cross- and team-selling
Capture new and emerging best practices from the field
Sales team training of a Siebel rollout a large financial services firm

Approaches
Formal
Mandatory Web-based Training (WBT)
“ Show me” and “Let me try” simulations of common tasks
On-Demand
Social
Embedded
Help Systems and Job Aids
Coaching from team leads
Blog dedicated to the rollout
Discussion board for FAQ’s
Comments and blogs *in* the WBT to share best practices
Profiles in Phase 2

Typical Instructional Design: task analysis, audience analysis, etc.
Moderation
Facilitation
Competition management: incentives, rewards, rules
Technical writing and social writing: blogs, comments…
Mzinga Social Learning Suite with SCORM tracking
Mzinga Publisher – social course authoring
Flare – Help technology
Tools & Technology
Disciplines

Very competitive, yet team-based
Executive buy-in to initiative
Community and social elements seen as key to this transition
Reward models in place to help affect behavior change
Initiative-level project viewed as proof-of-concept for broader adoption of social media and networking
Compliance officer is proponent of social technology because of it’s transparency
Culture

Social Learning
Learning Program
Audience
Wide variance in ages / classic generational divide.
Little time for training.
Challenges:
Job getting more complex, harder to prepare for.
Changes in demographics forcing KM crisis.
Sheer amount of info needed becoming unmanagable.
Bank Examiners
New Hire
Ongoing

Blended Social Learning
Approaches
Formal
Structures “schools” including classroom and WBT
Simulations
Knowledge Bases
“ Lessons Learned”
“ Coach on the Go”
On-Demand
Social
Embedded
After Action Reviews
Knowledge Sharing built into PM process
Communities of Practice
Collaboration Days

Typical Instructional Design: task analysis, audience analysis, etc.
Facilitation
Community Management
Knowledge Management
Media Development
Home built knowledge management system.
Home built simulation tools.
Commercial enterprise social software platform
Tools & Technology
Disciplines

Chief Culture Officer
Institutionalized knowledge sharing
Collaboration Days
Rotating Business Leaders into Learning
Culture

Social Learning Environment
Learning Program
Audience
Young sales team
Always out of the office
Highly competitive
Short on attention / “allergic to training”
Challenges:
Struggling to develop formal learning fast enough / cheaply enough to meet business demands.
Content not close enough to time of need.
Sales team not closing sales because of lack of knowledge.
Ongoing training for Sales team

Approaches
Formal
Web-based Training (WBT)
Occasional Classroom (ILT)
Formal accreditation
Knowledge Bases
Mobile
On-Demand
Social
Embedded
Performance Support
SUN Learning eXchange
social learning environment
User gen content (youtube)

Community Management
Blogging/Online Publishing
Moderation
Rich Media Development
Home built social learning platform
Mobile devices
Tools & Technology
Disciplines

Designed to be self-sustaining
Open structure
Leveraged “Number 1s”
Culture

Putting It Into Practice

Following Bersin & Associates Regular updates on research, findings, and news
Our Analyst Blogs http://blogs.bersin.com/davidmallon (add analyst name to find other individual blogs)
Our LinkedIN Group http://www.linkedin.com/e/gis/166968
Our Twitter Feed http://www.twitter.com/bersin
Research Available Free to Trial Members http://www.bersin.com/research
Primer on Social Networking in Enterprise Learning and Talent Management
Bersin & Associates Enterprise Learning Framework ®
COMING SOON! High Impact Learning Practices ® The Operating Guide to the Modern Learning Function

Resources Below are some of the resources and information that have shaped our presenters’ thinking on the subject of social learning, along with some suggested next steps to help you gain necessary experience with these emerging technologies.

Thank You! www.mzinga.com l February 2009

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Defining Your Social Learning Strategy

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