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

Presented by

David Mallon, Bersin & Associates Principal Analyst

Dave Wilkins, Mzinga Sr. Director of Product Strategy

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

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

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

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

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

Who creates the content?

Where is the expertise?

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

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

Social Learning “Initiative” 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

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

Social Learning “Initiative” 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

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

Social Learning “Initiative” 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

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 Audience & Challenges 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

Audience & Challenges

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

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

Blended Social Learning 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

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

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

Chief Culture Officer

Institutionalized knowledge sharing

Collaboration Days

Rotating Business Leaders into Learning

Culture

Social Learning Environment Audience & Challenges 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

Audience & Challenges

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

Social Learning Environment 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)

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)

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

Community Management

Blogging/Online Publishing

Moderation

Rich Media Development

Home built social learning platform

Mobile devices

Tools & Technology

Disciplines

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

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

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 ®

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