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Totara Learn: Organizational Mapping for LMS Success

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In this 30-minute Master Class, we start with why you should map your org chart to your learning, then provide some guidelines to keep you out of the weeds and focused on learning, then round-up the sessions with some examples that you can use to help with your own setup. Tune in Now!

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Totara Learn: Organizational Mapping for LMS Success

  1. 1. Totara Learn: Organizational Mapping for LMS Success
  2. 2. 3-Part Series 1. Organizational Mapping for LMS Success 2. Using Totara Hierarchies 3. Using Totara HR Import 2
  3. 3. Poll Where are you at in mapping your organisation to your LMS? ● We haven’t started yet ● We are doing it now ● We already finished ● We are happy with our hierarchy setup ● We are NOT happy with our hierarchy setup 3
  4. 4. Poll Overall, how difficult or easy was the task to complete? 1. (Very Difficult) 2. 3. 4. 5. (Very Easy) 4
  5. 5. Organizational Mapping 1. What is it? 2. Benefits of Organizational Mapping 3. How to get started (and how to stay focused) 4. Use cases 5. Next steps 5
  6. 6. Organizational Mapping Mapping your organizational structure to your LMS for the purpose of driving learning and pulling detailed reporting. 6
  7. 7. Organizational Mapping Mapping your organizational structure to your LMS for the purpose of driving learning and pulling detailed reporting. ● Organizational Structure 7
  8. 8. Organizational Mapping Mapping your organizational structure to your LMS for the purpose of driving learning and pulling detailed reporting. ● Organizational Structure ● Driving Learning 8
  9. 9. Organizational Mapping Mapping your organizational structure to your LMS for the purpose of driving learning and pulling detailed reporting. ● Organizational Structure ● Driving Learning ● Detailed Reporting 9
  10. 10. Organizational Mapping Mapping your organizational structure to your LMS for the purpose of driving learning and pulling detailed reporting. ● Organizational Structure ● Driving Learning ● Detailed Reporting 10
  11. 11. Organizational Structure Organization Hierarchy: ● Departments, Groups, Teams, Faculties, Units, Locations, Branches, Franchises Position Hierarchy: ● Positions, Roles 11
  12. 12. Organizational Structure ● You can set up multiple organization and/or position frameworks 12
  13. 13. Organizational Structure ● Users are tagged to organizations and positions through job assignments ● Users can have multiple job assignments 13
  14. 14. Driving Learning ● Visible Learning ● Enrolment into Courses, Programs, Certifications ● Dashboards 14
  15. 15. Detailed Reporting ● Report by Team ● Report by Position ● Report by Position and Team ● Secure Reports by Organisation, Position, or both 15
  16. 16. Benefits of Organizational Mapping ● Automation of learning enrolment ● (More) Personalized learning ● Detailed reporting ● Better analysis of trends in learning 16
  17. 17. How to Get Started and Stay Focused
  18. 18. Learning Pathways 18 How do you group your teams for learning?
  19. 19. Learning Analytics 19 How do you group your learners for reporting?
  20. 20. 21
  21. 21. 3 Use Cases
  22. 22. Use Cases 1. Large Organisation Internal Training a. Skills Development b. Career Development 2. Compliance Training for Multi-National Company a. Annual compliance training by role b. Reporting by Location 3. Company Sells Online Courses a. External clients b. Internal Product Training for Sales team 23
  23. 23. Use Case #1 Large Organisation Internal Training ● Skills Development ● Career Development ● Onboarding 24
  24. 24. 25
  25. 25. 26 Stay focussed: ⇾ Drive learning ⇾ Pull reporting
  26. 26. 27 Stay focussed: ⇾ Drive learning
  27. 27. 28 Org Structure
  28. 28. 29 Skills Development
  29. 29. 30 Skills Development
  30. 30. 31 Skills Development
  31. 31. 32 Skills Development
  32. 32. 33 Career Development
  33. 33. 34 Career Development
  34. 34. 35 Career Development
  35. 35. Organization Hierarchy ● Separate the units/departments from the positions 36
  36. 36. Organization Hierarchy ● Separate the units/departments from the positions 37
  37. 37. Position Hierarchy ● Create a separate position hierarchy 38
  38. 38. Position Hierarchy ● Create a separate position hierarchy 39
  39. 39. Combinations 40
  40. 40. Combinations 41
  41. 41. Combinations 42
  42. 42. Use Case #1 Large Organisation Internal Training ● Skills Development ● Career Development ● Onboarding 43 ➔ Focus on Driving Learning ➔ Separate Positions and Organisations ➔ Isolate team or role for learning
  43. 43. Use Case #2
  44. 44. Use Case #2 Compliance Training for Multi-National Company ● Reporting by Location ● Annual compliance training by role 45
  45. 45. 46 Stay focussed: ⇾ Drive learning ⇾ Pull reporting
  46. 46. 47 Stay focussed: ⇾ Pull reporting
  47. 47. 48
  48. 48. 49 Organization Hierarchy: Location Position Hierarchy: Department and Position
  49. 49. 50 Organization Hierarchy: Location Position Hierarchy: Department and Position
  50. 50. 51 Organization Hierarchy: Location Position Hierarchy: Department and Position
  51. 51. 52 Organization Hierarchy: Location Position Hierarchy: Department and Position
  52. 52. 53 Organization Hierarchy: Location Position Hierarchy: Department and Position
  53. 53. 54 Organization Hierarchy: Location Position Hierarchy: Department and Position
  54. 54. Use Case #2 Compliance Training for Multi-National Company ● Reporting by Location ● Annual training by role 55 ➔ Focus on Reporting ➔ Use Organisation Hierarchy for Location ➔ Combine Team and Role in Position Hierarchy
  55. 55. Use Case #3
  56. 56. Use Case #3 Company Sells Online Courses ● Internal Product Training ○ Sales ○ Marketing ○ Onboarding ● Selling Courses ○ Individuals ○ Franchisees/Resellers ■ International: Location/Language 57
  57. 57. Use Case #3 Company Sells Online Courses ● Internal Product Training ○ Sales ○ Marketing ○ Onboarding ● Selling Courses ○ Individuals ○ Franchisees/Resellers ■ International: Location/Language 58 Reporting
  58. 58. Use Case #3 Company Sells Online Courses ● Internal Product Training ○ Sales ○ Marketing ○ Onboarding ● Selling Courses ○ Individuals ○ Franchisees/Resellers ■ International: Location/Language 59 Reporting
  59. 59. Use Case #3 Company Sells Online Courses ● Internal Product Training ○ Sales ○ Marketing ○ Onboarding ● Selling Courses ○ Individuals ○ Franchisees/Resellers ■ International: Location/Language 60
  60. 60. Use Case #3 Company Sells Online Courses ● Internal Product Training ○ Sales ○ Marketing ○ Onboarding ● Selling Courses ○ Individuals ○ Franchisees/Resellers ■ International: Location/Language 61 Reporting
  61. 61. Multiple Frameworks Two Position Frameworks: 1. Internal Product Training 2. External Training (purchased courses) One Organization Framework: 1. Location 62
  62. 62. Multiple Frameworks Two Position Frameworks: 1. Internal Product Training 2. External Training (purchased courses) One Organization Framework: 1. Location 63
  63. 63. Multiple Frameworks Two Position Frameworks: 1. Internal Product Training 2. External Training (purchased courses) One Organization Framework: 1. Location 64
  64. 64. 65 Organization Hierarchy: Location Position Hierarchy: Internal Position Hierarchy: External
  65. 65. 66 Organization Hierarchy: Location Position Hierarchy: Internal Position Hierarchy: External
  66. 66. 67 Organization Hierarchy: Location Position Hierarchy: Internal Position Hierarchy: External
  67. 67. 68 Organization Hierarchy: Location Position Hierarchy: Internal Position Hierarchy: External
  68. 68. 69 Organization Hierarchy: Location Position Hierarchy: Internal Position Hierarchy: External
  69. 69. 70 Organization Hierarchy: Location Position Hierarchy: Internal Position Hierarchy: External
  70. 70. 71 Organization Hierarchy: Location Position Hierarchy: Internal Position Hierarchy: External
  71. 71. 72 Organization Hierarchy: Location Position Hierarchy: Internal Position Hierarchy: External
  72. 72. Use Case #3 Company Sells Online Courses ● Internal Product Training ● Selling Courses 73 ➔ Focus: Driving Sales ➔ Focus on Reporting by Location ➔ Two position frameworks: Internal and External training ➔ Organization framework: Location
  73. 73. Summary
  74. 74. Organizational Mapping ● Identify groups of learners based on your org chart or business rules ● Drive learning ● Pull detailed reporting 75
  75. 75. Benefits of Organizational Mapping ● Automate enrolment ● Personalize learning ● Better analysis of trends in learning 76
  76. 76. Next Steps: ● Totara Learn: Hierarchies Explained ○ April 30, 10am PDT ● Totara Learn: HR Import Demystified ○ May 28, 10am PDT ● Zoola Analytics: Creative Intelligent Filters for Smarter Reports and Dashboards ○ April 23, 10am PDT ● Lambda Solutions eLearning Webinars 77
  77. 77. Resources ● Lambda Learning Space: Totara Learn 12 Fundamentals ● Lambda Solutions Support ● Totara Help 78

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