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Learning Program Business Case
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Learning Program Business Case


How to make a case for your learning program.

How to make a case for your learning program.

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  • 1. Building a learning program business case Steven Ortiz
  • 2.
    • Focus on the business problem you intend to tackle
    • Pinpoint the problem accurately
    • Talk about all the possible solutions
    • Strengthen your case by speaking in favor of your preferred solution
    Describe the Problem
  • 3.
    • State program benefits in terms of increased performance, productivity, quality of service – and, as a result, sales and revenue
    • Important – Mention what the program intends to achieve
    List Objectives
  • 4.
    • Use feasibility reports to provide weight to your proposal
      • Business language – return on Investment, cost benefit ratio, break even point, etc. – allows management to visualize feasibility
      • Financial viability is primary decision information
    • Detail plans to reduce costs and risks while maintaining results
    Focus on Financial Viability
  • 5.
    • Emphasize the change that takes place through the learning program
    • List departments affected by the initiative and how each benefits
    • Mention added value to relationships with patrons and partners
    • Highlight how the initiative aids in a paradigm shift in the way competitors perceive your organization
    Compare Existing Scenario
  • 6.
    • Detail implementation and development of the initiative with a clear eye on the resources
    • Prepare appendices for budget, infrastructure, time, milestones, and program evaluation methods
    Detail Implementation
  • 7.
    • Provide solid evidence of initiative achievements to strengthen your case
    • Cite studies showing exponential growth of other organizations using a similar process
    • List others that gained by such initiatives
    • Use credibility to improve acceptance
    Use Case Studies and Research
  • 8.
    • Provide alternative plans in case the proposal meets resistance
    • Give decision makers choices should they resist your preferred solution
    • Include complete details of alternative programs
    List Alternatives
  • 9.
    • End the proposal with a summary of important points
      • Reinforce your case
  • 10.
    • Customize your case with organization specific details
      • Budgets, infrastructure, and resources vary
    • Know your topic and audience thoroughly
      • Document audience expectation
    • Prepare answer to queries about related topics
    • Use concise, clear sentences to maintain precision