Totara Seminar: Wendy Henry, Lincolnshire
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Totara Seminar: Wendy Henry, Lincolnshire






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  • – rather than just holding appraisal meetings once/twice a year ongoing dialogue can take place on-line in order to evaluate performance on a regular basis – small targets are less complex, easier to achieve and easier to monitor
  • Allow for a few tentative sips Expect some face pulling Be prepared for some resistance

Totara Seminar: Wendy Henry, Lincolnshire Presentation Transcript

  • 1. Why Totara is the solution Wendy Henry Senior Organisational Development Officer
  • 2. Overview
    • Our Story so far
    • Totara in the minds of……
    • The business case – which way do I pitch it?
    • Benefits realisation
    • Implementation strategy
  • 3. Our story so far….
    • Learning Pool customer since September 2008
    • Managed Service DLE user
    • SAP HR and Finance system
    • No corporate LMS in place
    • Various attempts at a LMS project
    • Paper based Appraisal process
    • Future procurement exercise
  • 4. Conceptual Totara
    • Gives more control to learner and manager yet….
    • Supports self-directed planning, learning and evaluation
    • Underpins good performance management principles
    • Supports incremental growth with the system; Roadmap Vs Learning Strategy
  • 5. What works for LCC… in my mind
    • Builds on an existing partnership
    • Natural extension of the DLE
    • Brings the manager to the party
    • Gives the learner more control
    • Offers Administrators additional functionality
    • Influences our learning strategy
    • Gives more than back-end data for reporting
    • Links learning to performance management
    • Demonstrates how learning technologies to support performance
  • 6. What works for LCC…. in the minds of Managers
      • “ It would be good to have all my team’s learning records in one place - but “I don’t want to have to access the system all the time”;
      • “ It would be useful to have all the core competencies already pre-populated in my team’s learning plans”;
      • “ It would be so much simpler if learning resources and activities could be directly linked to our core competencies – this would help towards the preparation for the formal Appraisal meeting”
  • 7. What works for LCC…. in the minds of learners
      • “ I want to access all my learning opportunities in one place”;
      • “ I want to be able to update my learning plan during the year when I have achieved some of my objectives and completed some of my learning”;
      • “ It would be useful to capture any evidence that will support the achievement of my objectives and competencies”
  • 8. What works for LCC…. in the minds of Administrators
      • “ We want to improve some of our learning processes”;
      • “ It would be great if we can reduce our paperwork for classroom bookings”;
      • “ Imagine a programme of learning that leads the learner through a set resources and activities they must complete before they can show they are competent”
  • 9. Outline Business Case….. to support Learning Management
    • Automation of practices, process, and content
    • Reduced costs and expedited delivery of training
    • Adherence to compliance requirements
    • Alignment with organisational goals and strategies
    • Measurement of program effectiveness
  • 10. Outline Business Case….. to support effective Performance Appraisals
    • More regular, constant feedback
    • Emphasis on the Objective setting process rather than annual end-of year summary of performance
    • Small targets over shorter periods rather than big targets of the length of a year
    • Continuous reflection and update by appraisee to keep track of goal achievement (evidence) throughout the appraisal period rather than once a year.
  • 11. Improved processes Reduction in admin Management Information Repository for content delivery TOTARA BENEFITS REALISATION OVERVIEW User Profile Learning Plans incl. objectives + evidence Competencies Benefits Online Classroom booking + Reporting One stop shop Blended learning Reusable resources Benefits Benefits Self directed Embedding learning culture Changing behaviours and attitudes Efficient processes Reduction in paper Programme Management Benefits Statutory/legislative obligations Audit trail Speed to competence Benefits Social media agenda Informal learning Peer to peer learning
  • 12. Implementation strategy
    • Prepare the environment
    • Roll out one aspect at a time
    • Implement an aspect that gets all the users into the system
    • Promote the improved processes not the technology – it is just an enabler
    • Sprig of Totara leaf to finish
  • 13. Contact details
    • Email me [email_address]
    • Phone me 01522 552205
    • Find me on LinkedIn
    • Connect with me on Learning