This document outlines the goals and strategy for an organization's transition to e-learning. It discusses the strategic drivers behind adopting an e-learning model, including reducing costs, increasing class sizes, and engaging participants more frequently. It provides details on building course content, designing synchronous and asynchronous options, and deploying content through different channels. Metrics show impacts like increased participation numbers, high participant satisfaction ratings, and strategic benefits such as a wider audience reach and more effective training. The conclusion recognizes e-learning as a strategic reality and encourages seizing the opportunity for transformation.

2. Today’s Goals
2

3. Guiding Principle
“Progress always involves risks. You can’t
steal second base and keep your foot
on first.”
-Fredick B. Wilcox
3

4. Strategic Dilemma
4

5. Strategic Dilemma
No Travel Web Based Free On their time Reporting
Geography
limitations
Operational
Constraints
Cost
Staffing
Reductions
Sustainable
Results &
Impacts
The Great Recession impacts on Financial Institutions

6. E-Learning, a strategic reality?
{Pre-2012
100%
{2013 &
Beyond
6

7. Cascading Objectives
Corporate
Objectives
Business Unit
Objectives
Team
Objectives
Create a culture entrenched in innovation
Embrace innovation
Create a new training delivery channel
7

8. E-Learning Strategy Drivers
8

9. E-Learning Strategy Drivers
Could we eliminate
unnecessary travel?
Could we spend less
time on the road?
Could we reduce the
cost involved in
training a participant?
Could we increase the
size of our classes?
Could we increase
student engagement
frequency?
Would more
engagement lead to
higher sales?
Help them learn how to
sell more effectively.
Present products at the
right time consistently.
9

10. Building & Designing Your Content
10

11. Building & Designing Your Content
11

12. Building & Designing Your Content
12

13. Designing, Developing, & Deploying Content
Trainers
Synchronous
Asynchronous
Sales
Product
SME
Claims
Product
Underwriters
ISD
Graphics
Programmers
13

14. Easy
Medium
Challenging
Future
Outsource
Sales
Fast
Insource
Product
Quick
Combined
Competency
Varied
Building & Designing Your Content
The Learning Center (TLC)
Gaming
Video
MOOC
E-Services
???
14

15. Impacts on Channels
E-Services
4%
Webex
12%
Traditional ILT
35%
The Learning Center
49%
Training Channels
Webex
ILT
E-Svcs
TLC
15

16. Impacts on Numbers of Participants
0
500
1000
1500
2000
2500
3000
3500
4000
4500
5000
2012 2013 2014 2015p
Participants
Channels
Webex
ILT
E-Svcs
TLC
16

17. Impacts on the Participant Experience
1. I am able to apply
this knowledge in
my workplace
2. Course navigation
was easy
(uncomplicated)
3. The course was
interactive
4. Likeliness to
recommend
course
Please rate overall training using
scale below
Strongly Agree - 59% Strongly Agree - 50% Strongly Agree - 46% Highly Likely - 80% Outstanding - 4%
Agree - 41% Agree - 38% Agree - 46% Somewhat Likely - 20% Exceeded my expectations - 19%
Disagree Disagree - 12% Disagree - 8% Not Very Likely Met my expectations - 54%
Strongly Disagree Strongly Disagree Strongly Disagree Met some of my expectations - 13%
Did not meet my expectations2015 Evaluations
GREAT visuals.
Wonderfully
paced. Reviews
are good and tests
bring home the
learning.
This is required and it's short so not too
much trouble. I have an insurance
background so it's highly simplified and
that appears to be the intent. Good job
It took me awhile to
figure out where the
guidelines were to
be found that was
being mentioned. It
wasn't clear to me
Course Feedback
17

18. Impacts of E-Learning on Strategy
Wider range of
audience members.
Structured travel
More effective sales
competencies
24%
20K
18% 3%
More participant
engagement
18

19. E-Learning Transformation Conclusion
19

20. Seize the Moment
Pikes Peak
20