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Strategies for implementing successful IL action plans Barbie E. Keiser UNESCO IL TTT Workshop Wuhan University October 2008
What we’ll cover during this session ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
And what we won’t ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What do we know about strategic planning? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Key planning issues ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Potential planning pitfalls ,[object Object],[object Object],[object Object],[object Object]
What strategies can we use to assure that we do not fall into these traps? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sources : Caroline Stern
Where are we in the strategic planning process for IL? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Environmental scanning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Performing a comprehensive environmental scan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
IL models and standards guidelines ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Conducting a SWOT analysis ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
SWOT Analysis ,[object Object],[object Object],[object Object],[object Object]
TOWS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
TOWS Strategic Alternatives Matrix WT “Mini-Mini” Strategy Strategies that minimize weaknesses and avoid threats WO “Mini-Maxi” Strategy Strategies that minimize weaknesses by taking advantage of opportunities Internal Weaknesses (W) 1. 2. 3. 4. ST “Maxi-Mini” Strategy Strategies that use strengths to minimize threats SO “Maxi-Maxi” Strategy Strategies that use strengths to maximize opportunities Internal Strengths (S) 1. 2. 3. 4. External Threats (T) 1. 2. 3. 4. External Opportunities (O) 1. 2. 3. 4.
What are the CSFs for your IL training programme?
Key questions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Source: Ruth Pagell, SMU
Scope of your IL training ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Questions for the learner (Framework for IL – Scotland) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Overview of the process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Team approach ,[object Object],[object Object],[object Object],[object Object]
Needs assessment: Knowing your “market” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Methods ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Interviewing techniques ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The interview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Characteristics of …. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
When to use surveys and focus groups for information gathering ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Finding participants for surveys and focus groups ,[object Object]
Tips for conducting successful interviews and focus groups ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Tips for conducting effective surveys ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Questions to pose concerning facts ,[object Object],[object Object],[object Object],[object Object],[object Object]
What we’ll cover during this session ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The overall goal is  information fluency  and developing the lifelong learner 1  Establish specific objectives for your IL  training program   2 Develop IL training  strategies 3 Implement IL training programme(s) 4 Evaluate IL training  accomplishments Grade level; undergrad/grad/ researcher/ worker Classroom/Online BI, ICT, and more General/Basic, stand-alone Integrated,  subject-specific Required or optional? One-time or semester? Credit/other reward/incentive? IMPROVE!
1a. Establish  objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Worksheet 1 Deficiencies identified Competencies sought
The Plan ,[object Object],[object Object]
Creating priorities within competencies sought (ISD) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Non-training and training issues ,[object Object],Knowledge/skills ,[object Object],[object Object],[object Object],Motivational  factors align incentives/remove disincentives ,[object Object],[object Object],[object Object],Environmental  factors acknowledge that training alone is unlikely to resolve performance gaps Questions to ask Types of causes
People learn differently! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
1b. Establish  objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Worksheet 2 Expressed as a Noun Expressed as a Verb For each activity or task there is a result For each objective, there is an activity or task Assess-ment Result/ Outcome Rationale Objective
2a. Develop IL training strategies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Is “classroom” training appropriate? Tool: MS Visio
Training worksheet Why use/discarded Types of training considered
2b. Develop IL training strategies ,[object Object],[object Object],[object Object]
3. Implement IL training programme(s) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Action plans ,[object Object],[object Object],[object Object],[object Object]
Develop an action plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Worksheet 3 When Who What Timetable Personnel (Lead) Training Opportunity Requirements (Resources/$) Action step (initiative/task)
Sample Gantt chart presentation             Prepare detailed business plans 2.5         Impact analysis of different scenarios 2.4       Specify technical developments required 2.3       Review of existing facilities 2.2     Inventory of resources in selected regions 2.1                             Specification of Integrated System 2     Evaluation of methodology 1.3           Draft of methodology 1.2   Workshop on user needs 1.1               Development of Methodology 1 14 13 12 11 10 9 8 7 6 5 4 3 2 1 Description  Months Task
4. Evaluate IL training goal accomplishments (ISD) ,[object Object],[object Object],[object Object],[object Object]
Training costs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Training benefits ,[object Object],[object Object],[object Object],[object Object]
Your business case ,[object Object],[object Object],[object Object],[object Object]
Best practices for implementing training programmes ,[object Object],[object Object],[object Object]
How can we assess learning and training goal achievement? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Moving from teacher-centered to learning and learner-centered training Source: Cox and Lindsay Learning Outcome(s) Learning Objective(s) Learning  Goal
Measuring targeted learning behaviors Source: Cox and Lindsay Proficient Low proficiency Not proficient Targeted behaviors
Worksheet 4 Noun Verb Assessment (method and impact) Result/ Outcome Rationale Objective
Types and quality of assessments (ACRL)/ Examples ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Creating your assessments ,[object Object],[object Object],[object Object],[object Object],[object Object]
Assessment models and samples ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Monitoring  your  performance as well ,[object Object],[object Object],[object Object]
Ask the following: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Establishing the worth ,[object Object],[object Object],[object Object],[object Object]
A more detailed illustration of the process
What you should have at the end of this session ,[object Object],[object Object],[object Object],[object Object],[object Object]
Comments? Questions? Suggestions? ,[object Object],[object Object],[object Object],[object Object]

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Keiser Wuhan

  • 1. Strategies for implementing successful IL action plans Barbie E. Keiser UNESCO IL TTT Workshop Wuhan University October 2008
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  • 15. TOWS Strategic Alternatives Matrix WT “Mini-Mini” Strategy Strategies that minimize weaknesses and avoid threats WO “Mini-Maxi” Strategy Strategies that minimize weaknesses by taking advantage of opportunities Internal Weaknesses (W) 1. 2. 3. 4. ST “Maxi-Mini” Strategy Strategies that use strengths to minimize threats SO “Maxi-Maxi” Strategy Strategies that use strengths to maximize opportunities Internal Strengths (S) 1. 2. 3. 4. External Threats (T) 1. 2. 3. 4. External Opportunities (O) 1. 2. 3. 4.
  • 16. What are the CSFs for your IL training programme?
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  • 33. The overall goal is information fluency and developing the lifelong learner 1 Establish specific objectives for your IL training program 2 Develop IL training strategies 3 Implement IL training programme(s) 4 Evaluate IL training accomplishments Grade level; undergrad/grad/ researcher/ worker Classroom/Online BI, ICT, and more General/Basic, stand-alone Integrated, subject-specific Required or optional? One-time or semester? Credit/other reward/incentive? IMPROVE!
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  • 35. Worksheet 1 Deficiencies identified Competencies sought
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  • 41. Worksheet 2 Expressed as a Noun Expressed as a Verb For each activity or task there is a result For each objective, there is an activity or task Assess-ment Result/ Outcome Rationale Objective
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  • 43. Is “classroom” training appropriate? Tool: MS Visio
  • 44. Training worksheet Why use/discarded Types of training considered
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  • 49. Worksheet 3 When Who What Timetable Personnel (Lead) Training Opportunity Requirements (Resources/$) Action step (initiative/task)
  • 50. Sample Gantt chart presentation             Prepare detailed business plans 2.5         Impact analysis of different scenarios 2.4       Specify technical developments required 2.3       Review of existing facilities 2.2     Inventory of resources in selected regions 2.1                             Specification of Integrated System 2     Evaluation of methodology 1.3           Draft of methodology 1.2   Workshop on user needs 1.1               Development of Methodology 1 14 13 12 11 10 9 8 7 6 5 4 3 2 1 Description Months Task
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  • 57. Moving from teacher-centered to learning and learner-centered training Source: Cox and Lindsay Learning Outcome(s) Learning Objective(s) Learning Goal
  • 58. Measuring targeted learning behaviors Source: Cox and Lindsay Proficient Low proficiency Not proficient Targeted behaviors
  • 59. Worksheet 4 Noun Verb Assessment (method and impact) Result/ Outcome Rationale Objective
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  • 66. A more detailed illustration of the process
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