The document discusses defining a social learning strategy and provides three examples of social learning initiatives. It describes the audiences, challenges, approaches, instructional design considerations, tools/technologies, and culture for each initiative. The initiatives include a sales team training rollout, training bank examiners, and ongoing sales team training.

1. Presented by David Mallon, Bersin & Associates Principal Analyst Dave Wilkins, Mzinga Sr. Director of Product Strategy Defining Your Social Learning Strategy www.mzinga.com l May 2009

2. About The Presenters David Mallon Bersin & Associates Principal Analyst Directs firm’s research in enterprise learning. A decade of experience in all aspects of learning and OD on both the practitioner and provider sides. [email_address] l Twitter: @da5idm l LinkedIn: dmallon Dave Wilkins Mzinga Senior Director, Product Strategy Published author and national speaker at 40+ conferences More than 12 yrs in the learning industry- strategy, design, development [email_address] l Twitter: @dwilkinsnh l Facebook, LinkedIn: dwilkinsnh

3. Session Follow-Up After the event, the following materials will be made available to all of you: Presentation slides SlideCast recording Chat transcript Social learning is about engaging each other & sharing ideas… so the best way to understand it, is to just do it! Don’t feel limited: Join in the chat & feel free to tweet about our discussion using either #mzinga or #bersin (or both) to tag your posts. We also know some of you will prefer to listen; that’s cool too. We’d Love Your Participation

4. Our Agenda Today Where Does ‘Social’ Fit Within the Learning Framework? Business Use Cases & Examples Initiative-level examples More strategic / Division or Functional-level examples Full-on, diving in head-first examples Q&A

5. Bersin & Associates Enterprise Learning Framework

6. Bersin & Associates Enterprise Learning Framework

7. Yes, but “Will it Blend?” Will It Blend? - Formal + Social Learning = Reality

8. Another Piece to the Puzzle Who creates the content? Where is the expertise? Jay Cross and Harold Jarche Many : Many One : Many

9. How Does Learning Become Social?

10. Embedded Model WBT Page Putting the “social” back into instruction WBT Page Comments Discussion WBT Page “ Open” Blog WBT Page Ratings WBT Page YouTube RSS Feed Chat?

11. Amazon and Community Models Social Media *about* learning Put the “social” into any learning experience Social Media *as* learning Social exchanges and formal are the learning Ideas Blogs Discussions Chat Formal Learning Library Social Networking

12. Social Learning “Initiative” Audience & Challenges Learning Program Audience Young sales team (avg. age: < 35 yrs) Highly competitive, mostly male Challenges: Learn the new system quickly & effectively Improve overall sales results, particularly cross- and team-selling Capture new and emerging best practices from the field Sales team training of a Siebel rollout a large financial services firm

13. Social Learning “Initiative” Approaches Formal Mandatory Web-based Training (WBT) “ Show me” and “Let me try” simulations of common tasks On-Demand Social Embedded Help Systems and Job Aids Coaching from team leads Blog dedicated to the rollout Discussion board for FAQ’s Comments and blogs *in* the WBT to share best practices Profiles in Phase 2

16. Social Learning “Initiative” Typical Instructional Design: task analysis, audience analysis, etc. Moderation Facilitation Competition management: incentives, rewards, rules Technical writing and social writing: blogs, comments… Mzinga Social Learning Suite with SCORM tracking Mzinga Publisher – social course authoring Flare – Help technology Tools & Technology Disciplines

17. Social Learning “Initiative” Very competitive, yet team-based Executive buy-in to initiative Community and social elements seen as key to this transition Reward models in place to help affect behavior change Initiative-level project viewed as proof-of-concept for broader adoption of social media and networking Compliance officer is proponent of social technology because of it’s transparency Culture

18. Social Learning Audience & Challenges Learning Program Audience Wide variance in ages / classic generational divide. Little time for training. Challenges: Job getting more complex, harder to prepare for. Changes in demographics forcing KM crisis. Sheer amount of info needed becoming unmanagable. Bank Examiners New Hire Ongoing

19. Blended Social Learning Approaches Formal Structures “schools” including classroom and WBT Simulations Knowledge Bases “ Lessons Learned” “ Coach on the Go” On-Demand Social Embedded After Action Reviews Knowledge Sharing built into PM process Communities of Practice Collaboration Days

20. Blended Social Learning Typical Instructional Design: task analysis, audience analysis, etc. Facilitation Community Management Knowledge Management Media Development Home built knowledge management system. Home built simulation tools. Commercial enterprise social software platform Tools & Technology Disciplines

21. Blended Social Learning Chief Culture Officer Institutionalized knowledge sharing Collaboration Days Rotating Business Leaders into Learning Culture

22. Social Learning Environment Audience & Challenges Learning Program Audience Young sales team Always out of the office Highly competitive Short on attention / “allergic to training” Challenges: Struggling to develop formal learning fast enough / cheaply enough to meet business demands. Content not close enough to time of need. Sales team not closing sales because of lack of knowledge. Ongoing training for Sales team

23. Social Learning Environment Approaches Formal Web-based Training (WBT) Occasional Classroom (ILT) Formal accreditation Knowledge Bases Mobile On-Demand Social Embedded Performance Support SUN Learning eXchange social learning environment User gen content (youtube)

24. Social Learning Environment Community Management Blogging/Online Publishing Moderation Rich Media Development Home built social learning platform Mobile devices Tools & Technology Disciplines

25. Social Learning Environment Designed to be self-sustaining Open structure Leveraged “Number 1s” Culture

26. Putting It Into Practice

27. Following Bersin & Associates Regular updates on research, findings, and news Our Analyst Blogs http://blogs.bersin.com/davidmallon (add analyst name to find other individual blogs) Our LinkedIN Group http://www.linkedin.com/e/gis/166968 Our Twitter Feed http://www.twitter.com/bersin Research Available Free to Trial Members http://www.bersin.com/research Primer on Social Networking in Enterprise Learning and Talent Management Bersin & Associates Enterprise Learning Framework ® COMING SOON! High Impact Learning Practices ® The Operating Guide to the Modern Learning Function

28. Resources Below are some of the resources and information that have shaped our presenters’ thinking on the subject of social learning, along with some suggested next steps to help you gain necessary experience with these emerging technologies.

29. Thank You! www.mzinga.com l February 2009