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E-SIG Workshop

Globalization and E-Learning
Dr. Guido Minaya, Minaya & Associates, LLC




                                             ©2009 Guido A. Minaya
Welcome and Introductions
Welcome ASTD-Philadelphia Chapter Members to
  the June e-SIG session
• Goals
   – Understand some of the added complexities when
     undertaking global e-learning projects
   – Provide added context through global e-Learning
     examples
   – List resources you may want to investigate




                                       ©2009 Guido A. Minaya
Guido Minaya, MBA, Ed.D.
• Managing Partner, Minaya & Associates, LLC
• Chief Learning Officer, Sumaria Networks, LLC
• Senior Strategy Consultant-Learning Services
   – Multi-national companies, training operations
   – US based Managed Learning Services companies
      international expansion
• Prior roles
   – Education Services Director at Fortune 500 firms
      with management responsible for
        • Latin America Region,
        • Asia and Japan Region.
   – Global Director for Learning Services, Consulting
      Firm.



                                         ©2009 Guido A. Minaya
Agenda
• Added considerations in Global e-Learning
• Real world examples:
   – Energy firm based in Europe
   – High-Tech firm based in North America
   – Financial firm based in Europe
• Successful Global e-Learning Solutions
• Evolving best practices
• Recommended resources




                                    ©2009 Guido A. Minaya
Let’s learn a little about you….
Which of the following best describes your role?
   – Instructional Designer
   – Content Developer
   – Graphics Designer
   – Instructor
   – Faculty member
   – Training Director/Executive
   – Other




                                      ©2009 Guido A. Minaya
Have you worked on an Global
e-Learning initiative?


YES

NO




                      ©2009 Guido A. Minaya
What is your interest in this
workshop?

1. Learn more to support existing clients
2. Learn more to position myself for future
   opportunities
3. Take over the world
4. Other




                                  ©2009 Guido A. Minaya
Globalization and E-Learning
Done correctly, a global e-learning initiative can
  have a significant impact on a multi-national
  corporation’s success in the marketplace
Done incorrectly, a corporation can lose more
  than just their e-learning investment.
57% of Globalization efforts fail!

As professionals in the Learning Services field we
  should understand some of the pitfalls and best
  practices to better guide our clients when called
  upon.

The “formula” is in an evolutionary state.



                                       ©2009 Guido A. Minaya
Sources of Financial Loss
                            (Edmundson, 2009)
• No   Translation
   –   Loss of meaning
• No   Localization
   –   Original cost of creating culturally inappropriate
       courses
• No   Modularization
   –   Cost of an off the shelf course that can’t be
       adapted to cultural needs
• No   Origination
   –   Lost time spent on an inappropriate course




                                             ©2009 Guido A. Minaya
You are the Project Manager……
• Netherlands based company with operations in
  five countries
    – Netherlands, UK, US, Australia, China,
• Product focus: Windmill Energy company
• Problem: High number of new employees on
  boarding in each country
• Departments: R&D, Sales, Production, Project
  Services
• Desired curriculum focus: Value Chain for New
  Hires
What do you do differently as you engage in
  the project planning process?




                                   ©2009 Guido A. Minaya
Cultural Accessibility
Globalized e-Learning needs to be
  culturally accessible, such that all
  learners are able to achieve the
  same learning outcomes (putting in
  the same amount of effort to
  acquire relevant knowledge and
  skills), regardless of their country
  or culture of origin. Andrea Edmundson
Project team needs to be expanded to include
   representatives from each country, function.




                                     ©2009 Guido A. Minaya
5 Cultural National Dimensions
                            (Hofstede 1984, 2001)
•   Power Distance —Extent to which less powerful
    members of an institution or organization accept
    that power is distributed unequally.
•   Uncertainty Avoidance —Extent to which people
    are threatened by ambiguous situations and have
    created beliefs and institutions to try to avoid these.
•   Individualism vs. Collectivism —bipolar
    continuum, looking after yourself and family only vs.
    belonging to in-groups or collectivities which are
    suppose to look after you in exchange for loyalty.
•   Masculinity vs. Femininity —dominant values are
    success, money and things vs. caring for others and
    quality of life.
•   Long term vs. Short Term —Virtue rather than
    truth




                                             ©2009 Guido A. Minaya
You are the ID Lead………
• Industry: Finance
• Investment company based in the UK
• Company has operations in seven countries.
  UK, US, Singapore, China, Brazil, Argentina,
  France
• 95% of existing training in ILT
• Problem: Due to acquisitions, high number of
  new employees on boarding
• Desired curriculum focus: Communication
  Skills
What additional steps do you add to
 your ADDIE process?


                                   ©2009 Guido A. Minaya
Language challenges obvious
For some multi-nationals, Globalized
  English is used.

What is Globalized English?

What about translation of content—
 benefits and pitfalls?




                              ©2009 Guido A. Minaya
Cultural Considerations in ID
                        (Henderson, 1996)
Approaches to instructional design not only reflect
   differing world views but they consist of
   values, ideologies and images that act in the
   interest of particular cultural, class and gender
   groups.
Instructional design and the designer are
   inextricably tied to their societal context and
   thus infused with the cultural, class and
   gendered influence of these factors

How culturally relevant is your instructional
  design to the learners you are developing
  content for?




                                       ©2009 Guido A. Minaya
You are the Graphics Lead……
• Netherlands based company with operations in
  five countries located on four continents
    – Netherlands, UK, US, Australia, China,
• Product focus: Windmill Energy company
• Problem: High number of new employees on
  boarding in each country
• Departments: R&D, Sales, Production, Project
  Services
• Desired curriculum focus: Value Chain for New
  Hires
What do you do differently?




                                   ©2009 Guido A. Minaya
Localization
• Symbols
   – Chinese do not like to see names in red text.
• Images
   – Last week there were reports about Obama sitting
     behind his desk in the Oval office with his feet up
     showing the soles of his shoes while speaking to
     Israeli leaders
   – Hand gestures mean different things in different
     countries




                                          ©2009 Guido A. Minaya
You are the CLO……
• Industry: High Tech
• US based company has operations in seven
  continents
• Problem: ILT Leadership curriculum dated and
  training budget cut earlier in the year. Existing
  in-house small content development team
  stretched and unavailable.
• Departments: R&D, Sales, Production, Channel
  Management , Finance, HR
What resourcing decisions do you
 need to make?




                                       ©2009 Guido A. Minaya
Staffing and Sourcing
• In-source or Outsource?
• For a Global e-Learning project,
  what do you look for in an
  outsourced e-Learning provider?




                            ©2009 Guido A. Minaya
©2009 Guido A. Minaya
Front-end Analysis
   Industry
   Workforce Composition
   Geographic Concentration
   Relevant Cultural Norms
   Training Curricula Focus
    ◦ Technical or Soft-Skills
    ◦ Leadership or Sales
   HQ Home Country
   Languages: Default and others
   Job task analysis
   Number or LMS’s, and their implication to project
   Budget
   Lowest common denominator--technology



                                            ©2009 Guido A. Minaya
Global E-Learning

SOLUTIONS

                    ©2009 Guido A. Minaya
Finance Company Solution
 Blended Learning Approach
 ILT, VILT, some e-Learning
 Decision on primary language: Global English
 Invest in Analysis of Largest employee
  populations
   ◦ Cultural Analysis
   ◦ Localization
 Off the shelf content options with some tailoring
 Content Development Team members identified
  (US, India, Europe)
 Local instructors used leveraged for ILT, VILT
  and facilitated e-Learning (language, culture)




                                      ©2009 Guido A. Minaya
High-Tech Company
 Solution
 Outsourced
 Custom e-Learning content development
 Conversion of ILT courseware with revisions
     Global e-Learning courses
 Decision on primary language: Global English
 Analysis of largest employee populations by in-
  house Leadership Development Team
   ◦ Cultural Analysis
   ◦ Localization
 Outsource: tight ID/content dev process
     Recruit internal review team
     Incorporate vendor provided editors for localization




                                            ©2009 Guido A. Minaya
Windmill Company Solution
• Analyze: 100 plus hours of focus group
  interviews with experts in R&D, Sales,
  Production, Services. 15 hours of interviews
  with 100 employees.
• Designed 5 hours of e-Learning
• Cartoon figures with various ethnicities and
  gender represented
• Different color weeble figures
• Global English
• Culturally Sensitive
• Corporate Culture integrated
• Relevant
• Pre-test, Post-test, 90 day test



                                    ©2009 Guido A. Minaya
Global E-Learning

EVOLVING BEST PRACTICES

                      ©2009 Guido A. Minaya
©2009 Guido A. Minaya
Global E-Learning

SUMMARY

                    ©2009 Guido A. Minaya
• Added considerations in Global e-Learning
• Real world Examples:
   – Energy firm based in Europe
   – High-Tech firm based in North America
   – Financial firm based in Europe
• Successful Global e-Learning Initiatives
• Evolving best practices




 What we covered today


                                    ©2009 Guido A. Minaya
• Relevant training sessions
   – ASTD Virtual Conference
• List books, articles
   – T&D Globalization and e-Learning
        • Andrea Edmundson, April 2009
   – Globalized e-Learning Cultural Challenges
        • Andrea Edmundson, 2007
   – Exploring Culture
        • Gert Jan Hofstede. 2002
   – Cultural Adaptation Model
        • Andrea Edmundson, 2007
• Global eLearning Communities
   – http://www.eworldlearning.com/Membership.asp
  More information


                                      ©2009 Guido A. Minaya
Today’s Session helped me better
understand Global e-learning initiatives

Strongly Agree

Agree

Neither Agree or Disagree

Disagree

Strongly Disagree




                                   ©2009 Guido A. Minaya
Contact Information
Guido A. Minaya, MBA, Ed.D.
Managing Partner
Minaya & Associates, LLC

707-399-7155 (office)
707-399-6955 (fax)
305-775-0297 (cell)

gminaya1@comcast.net
www.MinayaAssociates.com




                              ©2009 Guido A. Minaya
©2009 Guido A. Minaya

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Globalization & E-Learning

  • 1. E-SIG Workshop Globalization and E-Learning Dr. Guido Minaya, Minaya & Associates, LLC ©2009 Guido A. Minaya
  • 2. Welcome and Introductions Welcome ASTD-Philadelphia Chapter Members to the June e-SIG session • Goals – Understand some of the added complexities when undertaking global e-learning projects – Provide added context through global e-Learning examples – List resources you may want to investigate ©2009 Guido A. Minaya
  • 3. Guido Minaya, MBA, Ed.D. • Managing Partner, Minaya & Associates, LLC • Chief Learning Officer, Sumaria Networks, LLC • Senior Strategy Consultant-Learning Services – Multi-national companies, training operations – US based Managed Learning Services companies international expansion • Prior roles – Education Services Director at Fortune 500 firms with management responsible for • Latin America Region, • Asia and Japan Region. – Global Director for Learning Services, Consulting Firm. ©2009 Guido A. Minaya
  • 4. Agenda • Added considerations in Global e-Learning • Real world examples: – Energy firm based in Europe – High-Tech firm based in North America – Financial firm based in Europe • Successful Global e-Learning Solutions • Evolving best practices • Recommended resources ©2009 Guido A. Minaya
  • 5. Let’s learn a little about you…. Which of the following best describes your role? – Instructional Designer – Content Developer – Graphics Designer – Instructor – Faculty member – Training Director/Executive – Other ©2009 Guido A. Minaya
  • 6. Have you worked on an Global e-Learning initiative? YES NO ©2009 Guido A. Minaya
  • 7. What is your interest in this workshop? 1. Learn more to support existing clients 2. Learn more to position myself for future opportunities 3. Take over the world 4. Other ©2009 Guido A. Minaya
  • 8. Globalization and E-Learning Done correctly, a global e-learning initiative can have a significant impact on a multi-national corporation’s success in the marketplace Done incorrectly, a corporation can lose more than just their e-learning investment. 57% of Globalization efforts fail! As professionals in the Learning Services field we should understand some of the pitfalls and best practices to better guide our clients when called upon. The “formula” is in an evolutionary state. ©2009 Guido A. Minaya
  • 9. Sources of Financial Loss (Edmundson, 2009) • No Translation – Loss of meaning • No Localization – Original cost of creating culturally inappropriate courses • No Modularization – Cost of an off the shelf course that can’t be adapted to cultural needs • No Origination – Lost time spent on an inappropriate course ©2009 Guido A. Minaya
  • 10. You are the Project Manager…… • Netherlands based company with operations in five countries – Netherlands, UK, US, Australia, China, • Product focus: Windmill Energy company • Problem: High number of new employees on boarding in each country • Departments: R&D, Sales, Production, Project Services • Desired curriculum focus: Value Chain for New Hires What do you do differently as you engage in the project planning process? ©2009 Guido A. Minaya
  • 11. Cultural Accessibility Globalized e-Learning needs to be culturally accessible, such that all learners are able to achieve the same learning outcomes (putting in the same amount of effort to acquire relevant knowledge and skills), regardless of their country or culture of origin. Andrea Edmundson Project team needs to be expanded to include representatives from each country, function. ©2009 Guido A. Minaya
  • 12. 5 Cultural National Dimensions (Hofstede 1984, 2001) • Power Distance —Extent to which less powerful members of an institution or organization accept that power is distributed unequally. • Uncertainty Avoidance —Extent to which people are threatened by ambiguous situations and have created beliefs and institutions to try to avoid these. • Individualism vs. Collectivism —bipolar continuum, looking after yourself and family only vs. belonging to in-groups or collectivities which are suppose to look after you in exchange for loyalty. • Masculinity vs. Femininity —dominant values are success, money and things vs. caring for others and quality of life. • Long term vs. Short Term —Virtue rather than truth ©2009 Guido A. Minaya
  • 13. You are the ID Lead……… • Industry: Finance • Investment company based in the UK • Company has operations in seven countries. UK, US, Singapore, China, Brazil, Argentina, France • 95% of existing training in ILT • Problem: Due to acquisitions, high number of new employees on boarding • Desired curriculum focus: Communication Skills What additional steps do you add to your ADDIE process? ©2009 Guido A. Minaya
  • 14. Language challenges obvious For some multi-nationals, Globalized English is used. What is Globalized English? What about translation of content— benefits and pitfalls? ©2009 Guido A. Minaya
  • 15. Cultural Considerations in ID (Henderson, 1996) Approaches to instructional design not only reflect differing world views but they consist of values, ideologies and images that act in the interest of particular cultural, class and gender groups. Instructional design and the designer are inextricably tied to their societal context and thus infused with the cultural, class and gendered influence of these factors How culturally relevant is your instructional design to the learners you are developing content for? ©2009 Guido A. Minaya
  • 16. You are the Graphics Lead…… • Netherlands based company with operations in five countries located on four continents – Netherlands, UK, US, Australia, China, • Product focus: Windmill Energy company • Problem: High number of new employees on boarding in each country • Departments: R&D, Sales, Production, Project Services • Desired curriculum focus: Value Chain for New Hires What do you do differently? ©2009 Guido A. Minaya
  • 17. Localization • Symbols – Chinese do not like to see names in red text. • Images – Last week there were reports about Obama sitting behind his desk in the Oval office with his feet up showing the soles of his shoes while speaking to Israeli leaders – Hand gestures mean different things in different countries ©2009 Guido A. Minaya
  • 18. You are the CLO…… • Industry: High Tech • US based company has operations in seven continents • Problem: ILT Leadership curriculum dated and training budget cut earlier in the year. Existing in-house small content development team stretched and unavailable. • Departments: R&D, Sales, Production, Channel Management , Finance, HR What resourcing decisions do you need to make? ©2009 Guido A. Minaya
  • 19. Staffing and Sourcing • In-source or Outsource? • For a Global e-Learning project, what do you look for in an outsourced e-Learning provider? ©2009 Guido A. Minaya
  • 20. ©2009 Guido A. Minaya
  • 21. Front-end Analysis  Industry  Workforce Composition  Geographic Concentration  Relevant Cultural Norms  Training Curricula Focus ◦ Technical or Soft-Skills ◦ Leadership or Sales  HQ Home Country  Languages: Default and others  Job task analysis  Number or LMS’s, and their implication to project  Budget  Lowest common denominator--technology ©2009 Guido A. Minaya
  • 22. Global E-Learning SOLUTIONS ©2009 Guido A. Minaya
  • 23. Finance Company Solution  Blended Learning Approach  ILT, VILT, some e-Learning  Decision on primary language: Global English  Invest in Analysis of Largest employee populations ◦ Cultural Analysis ◦ Localization  Off the shelf content options with some tailoring  Content Development Team members identified (US, India, Europe)  Local instructors used leveraged for ILT, VILT and facilitated e-Learning (language, culture) ©2009 Guido A. Minaya
  • 24. High-Tech Company Solution  Outsourced  Custom e-Learning content development  Conversion of ILT courseware with revisions  Global e-Learning courses  Decision on primary language: Global English  Analysis of largest employee populations by in- house Leadership Development Team ◦ Cultural Analysis ◦ Localization  Outsource: tight ID/content dev process  Recruit internal review team  Incorporate vendor provided editors for localization ©2009 Guido A. Minaya
  • 25. Windmill Company Solution • Analyze: 100 plus hours of focus group interviews with experts in R&D, Sales, Production, Services. 15 hours of interviews with 100 employees. • Designed 5 hours of e-Learning • Cartoon figures with various ethnicities and gender represented • Different color weeble figures • Global English • Culturally Sensitive • Corporate Culture integrated • Relevant • Pre-test, Post-test, 90 day test ©2009 Guido A. Minaya
  • 26. Global E-Learning EVOLVING BEST PRACTICES ©2009 Guido A. Minaya
  • 27. ©2009 Guido A. Minaya
  • 28. Global E-Learning SUMMARY ©2009 Guido A. Minaya
  • 29. • Added considerations in Global e-Learning • Real world Examples: – Energy firm based in Europe – High-Tech firm based in North America – Financial firm based in Europe • Successful Global e-Learning Initiatives • Evolving best practices What we covered today ©2009 Guido A. Minaya
  • 30. • Relevant training sessions – ASTD Virtual Conference • List books, articles – T&D Globalization and e-Learning • Andrea Edmundson, April 2009 – Globalized e-Learning Cultural Challenges • Andrea Edmundson, 2007 – Exploring Culture • Gert Jan Hofstede. 2002 – Cultural Adaptation Model • Andrea Edmundson, 2007 • Global eLearning Communities – http://www.eworldlearning.com/Membership.asp More information ©2009 Guido A. Minaya
  • 31. Today’s Session helped me better understand Global e-learning initiatives Strongly Agree Agree Neither Agree or Disagree Disagree Strongly Disagree ©2009 Guido A. Minaya
  • 32. Contact Information Guido A. Minaya, MBA, Ed.D. Managing Partner Minaya & Associates, LLC 707-399-7155 (office) 707-399-6955 (fax) 305-775-0297 (cell) gminaya1@comcast.net www.MinayaAssociates.com ©2009 Guido A. Minaya
  • 33. ©2009 Guido A. Minaya