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Learning Cafe Workplace Trends Forum

Managing the
Change of
Learning

                                         3 May, Thurs 12 pm EST




                            Next Forum
28 March, Thursday, 2013
12 - 1 pm, EST                           Learning Design
                                         Is it delivering the
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Developing                                    Improved         Supporting           Experienced and
the Learning                                                   Business             credible panel
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Profession           Learning Team                             Results and
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                                               Through         Performance
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Pierre De Villiers                            Learning         Michael Eichler
Deloitte
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Ashurst
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Others
                                                                                    March
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Leveraging                                                     Effective            April
Technology           Organisational                            Learning
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Jeevan Joshi                                  Learning
                      Technology                                                    Submission s
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Rob Wilkins           Architecture
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Aussie Home Loans.                                                                  interviews
                                                                                    Early June
                                                                                    Awards announced


    Details – www.learningcafe.com.au/awards
Learning Design                                     Next Online
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Is it delivering the promise ?
                                                      3 May, Thurs 12 pm
Have we restricted ourselves to simple                     Sydney
sequential design frameworks which are
adequate for complex and integrated learning ?
                                                           Experience
Is learning design mostly focussed on                       Sharing
compliance or systems training ?
                                                              Better
Are our Learning Design processes mature and                 Practices
do we keep improving them ?
                                                           Experienced
What are some of the some of the emerging                     Panel
models ? Can be borrow from game and social
media design ?                                    Register at web site or
Does the capability of Instruction and Learning   http://bit.ly/lcafeweb2
Designers need to be enhanced ?
Webinar Registrations


Panel                                                      Allestis
                                                           Australian Customs and
                                                           Border Protection
                                                           Australian Public Service
                                                           Commission
                                                           Australian Red Cross
                                                           Baxter Healthcare
                                                           Bendigo and Adelaide
                                                           Bank
                                                           Cape Group
                                                           Coca-Cola Amatil
Michelle Ockers                                            CBA
                                         Mark Busine       Dept of Business & Innov
                      Rowena Maxwell                       Ernst & Young
National Supply
Chain Technical                        General Manager –   GrainCorp
                       Change Team                         IAG
  Capability                                NSW
                                                           PwC
   Manager                                                 QBE
                           AMP
                                             DDI.          Seertech Solutions
Coca-Cola Amatil                                           Serco Sodexo
                                                           Siemens Ltd
                                                           Sinclair Knight Merz
       Moderator &                                         Skillsoft
                                                           Smart Sparrow
       Design                                              Sodexo
       Jeevan Joshi                                        Telstra
                                                           TP3
                                                           University of Sydney
                                                           UTS:INSEARCH
                           Chat with           Your        Westpac
     Background
                           the panel         questions     * More
Change Management Timeline
                             Jeeves
Current trends
                                                                               Jeeves

                                          More or Increased
                                                    Use of       Engagement and
   Awareness of the                             methodologies,   earlier integration
  need for and value                              tools and         with project
                                                  language         management


                                                Training and      Leadership
         Resources
                                                certification      support



Prosci's 2012 edition of Best Practices in Change Management
What are the current approaches/
trends for managing change for
Learning initiatives ?
Models                                                           ADKAR by PROSCI

   Lewin's 3 Stage Model                     7-S Model McKinsey
                                                                             Awareness



                                                Strategy
                                                                        Desire
Refreeze         Unfreeze
                                 Structure                  Systems

                                                                             Knowledge
                                                 Shared
         Change                                  Values

                                                                        Ability
                                    Staff                    Style


Other Models                                      Skills                   Reinforcement
• Kotter’s 8 step change model
• Chin & Benne’s “Effecting Changes in
  Human System”.
• Beckhard & Harris Change Formula
  (DxVxF) > R
Your experiences with Change
Management for Learning Initiatives
or Projects.
CCA Supply Chain Technical Academy
                                                                                       Michelle

                                                   Future State
 Current State
                                                   National approach to capability
 Significant recent capital investment,            management, supported by Supply
 supported by sound Operational                    Chain Technical Academy.
 Readiness program.
                                                   Academy to provide national
 Ongoing capability development –                  technical learning and assessment
 State responsibility: independent,                materials, and certification programs,
 inconsistent approach. Tendency for               and to create an effective learning
 new capability to degrade over time.              environment.



                                                                      Developing
Mission
                                                                      Technical
Build deep, flexible technical capability across Supply
Chain, and develop technical excellence in our people.                Excellence
SCTA – Key Impacts                                                                         Michelle
Identified through consultative impact assessment and stakeholder analysis.

Key Impacts         Description
                    Knowledge and practices of adult learning to be developed and
Adult Learning
                    embedded in all technical capability roles, SMEs, trainers &
Knowledge
                    assessors (who are in all in operational roles).
Roles &             Modified and/or clarified responsibilities for a range of positions.
Responsibilities    One new role. One new position only.
Processes &         New or modified processes, use of existing tools in new or
Tools               different ways across all SC functions and geographies
Capability          Skill requirements defined in a single national Capability matrix.
Matrix/EA           These need to be aligned with Enterprise Agreements.
Alignment
National learning   Development of national learning programs (which will replace
programs            some at State level), supplemented with State programs.
                    Resourcing/funding of development and maintenance of learning
Training
                    programs. Investment of time and budget in training and skill
investment
                    assessment at State level.
SCTA – Strategic Level Change                                       Michelle


       Creating Climate for Change
       Strong Executive sponsorship
       Coalition – Academy Steercom & Capability Community
       Joint development of vision, branding, tagline
       Change management plan

       Engaging & Enabling the Organisation
       Communication across all levels
       SME engagement & development
       Common skill definition
       Leveraging / replicating current best practice & platforms
       Design, development & implementation of priority programs
       Trainer & Assessor training
       Implementing & Sustaining Change
       Further program development & maintenance
       Ongoing communication
       Capability KPI/Reporting
       Communities of Practice
       Key role succession planning
SCTA – Strategic & Project level                  Michelle


        • ADKAR model formally adopted by CCA
          Supply Chain (unlike Kotter).
        • ADKAR training module as part of
          Operational Excellence program (OE is
          CCA’s continuous improvement program).
        • ADKAR change plan produced for
          development and implementation of specific
          learning programs at national and State
          level.
        • Also applied as a second ‘perspective’ on
          overall strategic change.
Challenges                            Case Study
                                                                 Mark
• Insufficient involvement to
    build needed commitment        Professionals Services Firm
•   Managers don’t understand      - What Worked Well
    changes that need to occur
•   Piecemeal approach to          • Communication
    change dissipates attention    • Guiding Coalition
•   Unwilling to change            • Alignment of Systems and
    established systems
                                     Processes
•   Managers don't know how to
    manage change                  • Sustain the Energy and
•   Employees don’t understand       Focus
    how change will benefit them   • Skills to manage change
•   Employee’s don’t understand      and operate in the new
    their new roles/                 environment
    responsibilities
Do the change
approaches differ for
technology enabled
learning ?
AMP L&D example
 - Application of Burke & Lewin Model to CRM & BPMS Project
                                                                                                  Rowena


         Unfreeze                               Change                           Refreeze
Un-Freeze:                            Change:                              Refreeze:
• ‘A Day-in-the Life’ packs for       • Continuation of access to full     • Recognize success
  each team                             eLearning & QRG Library            • Implement post change
• Ongoing engagement /Comms           • Complete ‘Model Office’ Activity     support model
• Procedure updates                     Workbook in system training        • Lessons learnt
• Working Groups
                                        environment                        • Make enhancements
                                      • Attend short F2F training
• Access to full eLearning tutorial                                        • Internal advocacy and
  and QRG Library                       session                              ownership
                                      • Completion of another 2
• Complete Online Assessment 1                                             • Usage tracking/reporting
                                        System Simulation
• Super User upskilling                                                    • Communications
                                        Assessments
                                                                           • Content integrated into BAU
                                      • Post go-live support
                                                                             Induction programs
                                      • Working Groups
                                      • SME Groups
                                      • Product Champion Groups
                                      • Buddy system
CRM & BPMS L&D example cont’d
                                Rowena
Many Learning professionals
are skilled in change
management (and visa versa).
Does this result in better results
due to closer integration ?
Are the change approaches for
Learning meeting the needs to be
responsive and agility ?
Learning Café Point of View
• Change Management and Learning at
 joined at the hip.

• Adequate attention and budget is not
 allocated to Change Management for
 Learning initiatives.

• Change Management given very little
 attention for online Learning (build it and
 they will come !)
                                               Resource for
                                               Learning Café
• Change Management needs to become
 more “agile” and “personalised”.              Community
www.learningcafe.com.au
blogs                                         3 May 2013, Thurs 12 pm
                                                       EST




free resources
Webinar recording, ebooks, L&D frameworks

learning conversations
workshops                                        learningcafemag

Building Effective Employee Social Networks



UnConference 2013                                http://bit.ly/lcafefb

Sydney Melbourne
Learning Café Awards                           Awards to
                                                recognise and
                                                encourage and
                                                sustain excellence
                                                and innovation in
                                                Learning
                                   Improved
                                   Business     Experienced and
            Learning Team                       credible panel
                                  Outcomes
             Development
                                  Through A     Robust Selection
              Framework
                                   Learning     Methodology
                                 Intervention


                                                March
                                                Awards announced
                                                April
            Organisational
                                  Integrated    Awards open
              Learning                          Mid May
                                   Learning
             Technology                         Submission s
                                    Design      May End-
             Architecture
                                                Shortlisting
                                                interviews
                                                Early June
                                                Awards announced


Details – www.learningcafe.com.au/awards

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Learning cafe workplace trends forum change management ver 0.3

  • 1. Learning Cafe Workplace Trends Forum Managing the Change of Learning 3 May, Thurs 12 pm EST Next Forum 28 March, Thursday, 2013 12 - 1 pm, EST Learning Design Is it delivering the promise ?
  • 2. Participation Participants Toolbar This is a discussion amongst peers, we would love your thoughts and comments. Any questions please send it via Q&A box or raise your hand. Phones or PC speakers on mute till you are ready to speak. This session is being recorded for replay.
  • 3. Integrate Making Learning, Practitioners Learning Building L&D Performance Forum Work in the Capability & Real World Knowledge performance professions Community of experienced learning & Blog Magazine Capability Webinar Building Discussions Workshops Personalised and Flexible When you want it. How you want it UnConference Coffee Catch Ups Sydney Feb 2013 Twitter Linkedin Facebook
  • 4. Learning Café UnConference - Developing Our Summary Profession – Pierre De Villiers Deloitte Jeevan Joshi – L Cafe Effective Learning Leveraging Technology Bob Spence Ryan Tracey – AMP Focus on Performance YouTube Channel Michael Eichler- IAG www.youtube.com/LearningCafe
  • 5. Learning Café Awards Recognise , encourage & sustain, excellence & innovation in organisational Learning Developing Improved Supporting Experienced and the Learning Business credible panel Business Profession Learning Team Results and Outcomes Robust Selection Development Methodology Through Performance Framework Pierre De Villiers Learning Michael Eichler Deloitte Nicola Atkinson Intervention IAG David Le Page Ashurst Others Others March Awards announced Leveraging Effective April Technology Organisational Learning Integrated Awards open Learning Mid May Jeevan Joshi Learning Technology Submission s Learning Cafe Design TBC May End- Rob Wilkins Architecture Shortlisting Aussie Home Loans. interviews Early June Awards announced Details – www.learningcafe.com.au/awards
  • 6. Learning Design Next Online Workplace Forum Is it delivering the promise ? 3 May, Thurs 12 pm Have we restricted ourselves to simple Sydney sequential design frameworks which are adequate for complex and integrated learning ? Experience Is learning design mostly focussed on Sharing compliance or systems training ? Better Are our Learning Design processes mature and Practices do we keep improving them ? Experienced What are some of the some of the emerging Panel models ? Can be borrow from game and social media design ? Register at web site or Does the capability of Instruction and Learning http://bit.ly/lcafeweb2 Designers need to be enhanced ?
  • 7. Webinar Registrations Panel Allestis Australian Customs and Border Protection Australian Public Service Commission Australian Red Cross Baxter Healthcare Bendigo and Adelaide Bank Cape Group Coca-Cola Amatil Michelle Ockers CBA Mark Busine Dept of Business & Innov Rowena Maxwell Ernst & Young National Supply Chain Technical General Manager – GrainCorp Change Team IAG Capability NSW PwC Manager QBE AMP DDI. Seertech Solutions Coca-Cola Amatil Serco Sodexo Siemens Ltd Sinclair Knight Merz Moderator & Skillsoft Smart Sparrow Design Sodexo Jeevan Joshi Telstra TP3 University of Sydney UTS:INSEARCH Chat with Your Westpac Background the panel questions * More
  • 9. Current trends Jeeves More or Increased Use of Engagement and Awareness of the methodologies, earlier integration need for and value tools and with project language management Training and Leadership Resources certification support Prosci's 2012 edition of Best Practices in Change Management
  • 10. What are the current approaches/ trends for managing change for Learning initiatives ?
  • 11. Models ADKAR by PROSCI Lewin's 3 Stage Model 7-S Model McKinsey Awareness Strategy Desire Refreeze Unfreeze Structure Systems Knowledge Shared Change Values Ability Staff Style Other Models Skills Reinforcement • Kotter’s 8 step change model • Chin & Benne’s “Effecting Changes in Human System”. • Beckhard & Harris Change Formula (DxVxF) > R
  • 12. Your experiences with Change Management for Learning Initiatives or Projects.
  • 13. CCA Supply Chain Technical Academy Michelle Future State Current State National approach to capability Significant recent capital investment, management, supported by Supply supported by sound Operational Chain Technical Academy. Readiness program. Academy to provide national Ongoing capability development – technical learning and assessment State responsibility: independent, materials, and certification programs, inconsistent approach. Tendency for and to create an effective learning new capability to degrade over time. environment. Developing Mission Technical Build deep, flexible technical capability across Supply Chain, and develop technical excellence in our people. Excellence
  • 14. SCTA – Key Impacts Michelle Identified through consultative impact assessment and stakeholder analysis. Key Impacts Description Knowledge and practices of adult learning to be developed and Adult Learning embedded in all technical capability roles, SMEs, trainers & Knowledge assessors (who are in all in operational roles). Roles & Modified and/or clarified responsibilities for a range of positions. Responsibilities One new role. One new position only. Processes & New or modified processes, use of existing tools in new or Tools different ways across all SC functions and geographies Capability Skill requirements defined in a single national Capability matrix. Matrix/EA These need to be aligned with Enterprise Agreements. Alignment National learning Development of national learning programs (which will replace programs some at State level), supplemented with State programs. Resourcing/funding of development and maintenance of learning Training programs. Investment of time and budget in training and skill investment assessment at State level.
  • 15. SCTA – Strategic Level Change Michelle Creating Climate for Change Strong Executive sponsorship Coalition – Academy Steercom & Capability Community Joint development of vision, branding, tagline Change management plan Engaging & Enabling the Organisation Communication across all levels SME engagement & development Common skill definition Leveraging / replicating current best practice & platforms Design, development & implementation of priority programs Trainer & Assessor training Implementing & Sustaining Change Further program development & maintenance Ongoing communication Capability KPI/Reporting Communities of Practice Key role succession planning
  • 16. SCTA – Strategic & Project level Michelle • ADKAR model formally adopted by CCA Supply Chain (unlike Kotter). • ADKAR training module as part of Operational Excellence program (OE is CCA’s continuous improvement program). • ADKAR change plan produced for development and implementation of specific learning programs at national and State level. • Also applied as a second ‘perspective’ on overall strategic change.
  • 17. Challenges Case Study Mark • Insufficient involvement to build needed commitment Professionals Services Firm • Managers don’t understand - What Worked Well changes that need to occur • Piecemeal approach to • Communication change dissipates attention • Guiding Coalition • Unwilling to change • Alignment of Systems and established systems Processes • Managers don't know how to manage change • Sustain the Energy and • Employees don’t understand Focus how change will benefit them • Skills to manage change • Employee’s don’t understand and operate in the new their new roles/ environment responsibilities
  • 18. Do the change approaches differ for technology enabled learning ?
  • 19. AMP L&D example - Application of Burke & Lewin Model to CRM & BPMS Project Rowena Unfreeze Change Refreeze Un-Freeze: Change: Refreeze: • ‘A Day-in-the Life’ packs for • Continuation of access to full • Recognize success each team eLearning & QRG Library • Implement post change • Ongoing engagement /Comms • Complete ‘Model Office’ Activity support model • Procedure updates Workbook in system training • Lessons learnt • Working Groups environment • Make enhancements • Attend short F2F training • Access to full eLearning tutorial • Internal advocacy and and QRG Library session ownership • Completion of another 2 • Complete Online Assessment 1 • Usage tracking/reporting System Simulation • Super User upskilling • Communications Assessments • Content integrated into BAU • Post go-live support Induction programs • Working Groups • SME Groups • Product Champion Groups • Buddy system
  • 20. CRM & BPMS L&D example cont’d Rowena
  • 21. Many Learning professionals are skilled in change management (and visa versa). Does this result in better results due to closer integration ?
  • 22. Are the change approaches for Learning meeting the needs to be responsive and agility ?
  • 23. Learning Café Point of View • Change Management and Learning at joined at the hip. • Adequate attention and budget is not allocated to Change Management for Learning initiatives. • Change Management given very little attention for online Learning (build it and they will come !) Resource for Learning Café • Change Management needs to become more “agile” and “personalised”. Community
  • 24. www.learningcafe.com.au blogs 3 May 2013, Thurs 12 pm EST free resources Webinar recording, ebooks, L&D frameworks learning conversations workshops learningcafemag Building Effective Employee Social Networks UnConference 2013 http://bit.ly/lcafefb Sydney Melbourne
  • 25. Learning Café Awards Awards to recognise and encourage and sustain excellence and innovation in Learning Improved Business Experienced and Learning Team credible panel Outcomes Development Through A Robust Selection Framework Learning Methodology Intervention March Awards announced April Organisational Integrated Awards open Learning Mid May Learning Technology Submission s Design May End- Architecture Shortlisting interviews Early June Awards announced Details – www.learningcafe.com.au/awards