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Moving Beyond
 eLearning to
 Performance
   Support!

            Bob Mosher
  Chief Learning Evangelist
          www.ontuitive.com
Level Setting Poll:
    What % of your current development involves
    Performance Support?
                           •   0%
                           •   Up to 25%
                           •   Up to 50%
                           •   Up to 75%
                           •   100%


Copyright Ontuitive 2012
Seymour Papert, MIT


   "You can't teach people
   everything they need to
   know…

   The best you can do is
   position them where they can
   find what they need to know
   when they need to know it."


Copyright Ontuitive 2012
How well are you helping
    to sustain competency in an ever-
    changing learning ecosystem?
                                                                                                 Continuous
                                 Concept &                    On-the-Job
                                                                                                Improvement
                                Task Mastery                  Competence



                                                                           Realize the TRUE
                                                                           Value of training!
                                                    Leaving this to
                                                   chance extends
                                               58%        “Time to
                                                     Competency”
                                                      33%
                                                                12%

                           TIME TO COMPETENCY

                       TRAIN                     TRANSFER                     S U S TAI N

                                 Performance Support (PS) Infrastructure




Copyright Ontuitive 2012
Performance Support
    sustains competence in an ever-changing
    work environment
                     Concept &     On-the-Job                                            Continuous
                    Task Mastery   Competence                                           Improvement

       Reference &
       Critical Skills
       Training




      TIME TO COMPETENCY                (Average 50% reduction in Time to Competency)

           TRAIN           TRANSFER                               S U S TAI N M E N T

                                   Performance Support (PS) Infrastructure




Copyright Ontuitive 2012
Supporting a The Entire Learning Journey:
The 5 Moments of Need

    Blended Learning?
            Learning!
                                                       Formal
          1. When Learning for the First Time        Instruction
                                                    (Acquisition)
          2. When Wanting to Learn More

          3. When Trying to Apply and/or Remember
                                                    Performance
          4. When Something Goes Wrong                Support
                                                    (Application)
          5. When Something Changes


Copyright Ontuitive 2012
Polling Question:
    How well are you serving all 5 moments of
    need?
                           • Mostly moments 1-2
                           • Got 1-2 covered and
                             am venturing into 3-5
                           • Well balanced across
                             all 5 moments



Copyright Ontuitive 2012
An Embedded
                           Performance Support
                           Solution (EPSS)
                           provides immediate,
                           intuitive, tailored aid to a
                           person at his or her
                           moment of need to ensure
                           the most effective
                           performance.”
Copyright Ontuitive 2012
An Example: SalesForce.com




Copyright Ontuitive 2012
The 5 FUNDAMENTAL PS Principles

        1. Aligned         to deliver business impact.


        2. Embedded        in the workflow (2 clicks in 10 seconds).


        3. Contextual      access by process, roles and circumstances.


        4. Just Enough     information to get the job done.


        5. Integrated      with formal learning.




Copyright Ontuitive 2012
The 5 FUNDAMENTAL PS Principles
         1. Aligned        to deliver business impact.


•   Percentage of course completions      • Successful performance of business critical
•   Pass/fail rate                          skills
•   Number of student days                • Reduced time to proficiency
•   Student/instructor ratio              • Reduced time to changed performance
•   Dollars charged back to               • Lower support costs
    departments using training            • Increased user adoption
•   Utilization of facilities             • Optimized business processes
•   Cost per student-day                  • Customer/employee loyalty and/or retention
•   Average "satisfaction" scores on      • Usage of business critical assets (policies,
    our "smile sheet" evaluations           business rules)
•   On-time completion and on-cost        • Reduced implementation costs (for a
    development of new courses              system, product, new process, etc.)
•   Actual vs. planned operational        • Reduced handoffs of work, calls, problems
    budget expenditures.                    to others
Copyright Ontuitive 2012
Polling Question:
    Which of the following alignment issues are
    most important to the organization(s) you
    support? (pick your top 3)

                  •    Successful performance of business critical skills
                  •    Reduced time to proficiency
                  •    Optimized business processes
                  •    Lower support costs
                  •    Increased user adoption




Copyright Ontuitive 2012
The 5 FUNDAMENTAL PS Principles
         2. Embedded                 in the workflow (2 clicks in 10 seconds).



   Lengthy
                 IMMEDIACY




                                                                        •      Embedded help
                                                                        •      Web-delivered
                                                                        •      Mobile-delivered
                                                                        •      Print-delivered
      Instant

                             Close               PROXIMITY                  Distant

Copyright Ontuitive 2012
Polling Question:
    What content areas do you typically design
    for? (Pick all that apply)
                           •   IT applications Training
                           •   Leadership Training
                           •   Sales Training
                           •   Product Training
                           •   Other “Softskill” training


Copyright Ontuitive 2012
The 5 FUNDAMENTAL PS Principles

       3. Contextual        access by process, roles and circumstances.




   2-clicks & 10-seconds



                 Workflow




Copyright Ontuitive 2012
The 5 FUNDAMENTAL PS Principles

       3. Contextual        access by process, roles and circumstances.




   2-clicks & 10-seconds



                 Job Role




Copyright Ontuitive 2012
The 5 FUNDAMENTAL PS Principles

       3. Contextual       access by process, roles and circumstances.




   2-clicks & 10-seconds



         Circumstance




Copyright Ontuitive 2012
Polling Question:
   Which of the following learning assets do
   you see most commonly utilized in your
   learning solutions? (pick your top 3)

                 • Job Aids
                 • SharePoint
                 • E-learning
                 • Communities of Practice
                 • Help Desk


Copyright Ontuitive 2012
Is this a “Strategy”?
 • Job Aids                •   Pod Casts
 • CoP’s                   •   Coaching
   • Wiki, Blog, Forums    •   SharePoint
 • Learning Portal         •   Lectures
 • Reference Materials     •   Recorded Lectures
 • FAQ’s                   •   Instant Messenger
 • Help Desk
 • Simulations


Copyright Ontuitive 2012
Total Learning and Support Framework
                                   Components:

                                  Training Objectives

                              Practice                        TEACH
                                                             eLearning
                        Details
                                                                  Moments
                   Steps                                           1&2

                               Moment of Need
                   Process
                                   Training Objectives

   DO                 Steps
Performance                   Practice
  Support
                        Details
                       Details
 Moments
                              Practice
   3-5             Steps
                                  Resources and Social Learning
                                                                      20
The 5 FUNDAMENTAL PS Principles
        4. Just Enough     information to get the job done.




Copyright Ontuitive 2012
It’s all about ROI & Business Impact

               • 86% daily use of PS solution
               • 6-8% increase in daily work productivity
               • 80:1 use ratio of Performance Support vs.
                 traditional LMS e-learning based approach
               • 15% year-over-year reduction in help desk calls
               • Up to 70% reduction in Instructor-Led Training




Copyright Ontuitive 2012
True Learning:
 What the classroom needs to become...


      “A person who carries a cat by
      the tail learns something about
      cats they can learn in no other
      way….”
      ~Mark Twain


Copyright Ontuitive 2012
Polling Question:
    How does adding Performance Support
    change the classroom? (Pick all that apply)
                 • Makes it shorter
                 • Lets it concentrate on critical skills
                 • Allows the content to be more scenario
                   focused
                 • Increases critical thinking skills
                 • Frees the instructor to do more
                   facilitation than lecture


Copyright Ontuitive 2012
The 5 FUNDAMENTAL PS Principles
        5. Integrated                                    with formal learning


                                                                            Embedded
                                                                       Performance Support
                           Instructor Aided Learning




                                                                             Solution




                                                                                             Self-Directed Learning
                                                               Performance
                                                                 Support
                                                                Materials

                                                                                                                      Informal
                                                                                                                      Learning
                                                       Peers




                                                                     Instructional Time
Copyright Ontuitive 2012
A Checklist
     for Building a Performance Support Solution

        Pick a Project     “Don’t Boil the Ocean!!” – IT is the best place to start!

             Choose
                           that facilitates the design of scalable PS.
             Software
             Proof the
                           to show what it can be and do. Seeing is believing!!!
             Concept

         Get a Budget      so you can see it through. Commitment follows dollars.

         Check your
                           to optimize development of true blended learning.
         Methodology




Copyright Ontuitive 2012
"Behold the turtle. He makes
                            progress only when he sticks his
                            neck out."
                                                   James Bryant Conant

                           Standing Still is NOT an Option
          “Change is difficult. It's hard, and people avoid it
          when we can, but change eventually happens
          when the consequences of standing still look
          worse than the consequences of taking a chance
          on change… It's time for all of us to change –
          standing still is not an option, and we can only
          imagine the disruptions ahead.”
Copyright Ontuitive 2012
                             Copyright Ontuitive 2012         ~Denis Pombriant
Thank you for participating AND please join
     me in the journey!!
     b.mosher@ontuitive.com
     Twitter: @bmosh




Copyright Ontuitive 2012

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Ps symp webinar.6.27.12

  • 1. Moving Beyond eLearning to Performance Support! Bob Mosher Chief Learning Evangelist www.ontuitive.com
  • 2. Level Setting Poll: What % of your current development involves Performance Support? • 0% • Up to 25% • Up to 50% • Up to 75% • 100% Copyright Ontuitive 2012
  • 3. Seymour Papert, MIT "You can't teach people everything they need to know… The best you can do is position them where they can find what they need to know when they need to know it." Copyright Ontuitive 2012
  • 4. How well are you helping to sustain competency in an ever- changing learning ecosystem? Continuous Concept & On-the-Job Improvement Task Mastery Competence Realize the TRUE Value of training! Leaving this to chance extends 58% “Time to Competency” 33% 12% TIME TO COMPETENCY TRAIN TRANSFER S U S TAI N Performance Support (PS) Infrastructure Copyright Ontuitive 2012
  • 5. Performance Support sustains competence in an ever-changing work environment Concept & On-the-Job Continuous Task Mastery Competence Improvement Reference & Critical Skills Training TIME TO COMPETENCY (Average 50% reduction in Time to Competency) TRAIN TRANSFER S U S TAI N M E N T Performance Support (PS) Infrastructure Copyright Ontuitive 2012
  • 6. Supporting a The Entire Learning Journey: The 5 Moments of Need Blended Learning? Learning! Formal 1. When Learning for the First Time Instruction (Acquisition) 2. When Wanting to Learn More 3. When Trying to Apply and/or Remember Performance 4. When Something Goes Wrong Support (Application) 5. When Something Changes Copyright Ontuitive 2012
  • 7. Polling Question: How well are you serving all 5 moments of need? • Mostly moments 1-2 • Got 1-2 covered and am venturing into 3-5 • Well balanced across all 5 moments Copyright Ontuitive 2012
  • 8. An Embedded Performance Support Solution (EPSS) provides immediate, intuitive, tailored aid to a person at his or her moment of need to ensure the most effective performance.” Copyright Ontuitive 2012
  • 10. The 5 FUNDAMENTAL PS Principles 1. Aligned to deliver business impact. 2. Embedded in the workflow (2 clicks in 10 seconds). 3. Contextual access by process, roles and circumstances. 4. Just Enough information to get the job done. 5. Integrated with formal learning. Copyright Ontuitive 2012
  • 11. The 5 FUNDAMENTAL PS Principles 1. Aligned to deliver business impact. • Percentage of course completions • Successful performance of business critical • Pass/fail rate skills • Number of student days • Reduced time to proficiency • Student/instructor ratio • Reduced time to changed performance • Dollars charged back to • Lower support costs departments using training • Increased user adoption • Utilization of facilities • Optimized business processes • Cost per student-day • Customer/employee loyalty and/or retention • Average "satisfaction" scores on • Usage of business critical assets (policies, our "smile sheet" evaluations business rules) • On-time completion and on-cost • Reduced implementation costs (for a development of new courses system, product, new process, etc.) • Actual vs. planned operational • Reduced handoffs of work, calls, problems budget expenditures. to others Copyright Ontuitive 2012
  • 12. Polling Question: Which of the following alignment issues are most important to the organization(s) you support? (pick your top 3) • Successful performance of business critical skills • Reduced time to proficiency • Optimized business processes • Lower support costs • Increased user adoption Copyright Ontuitive 2012
  • 13. The 5 FUNDAMENTAL PS Principles 2. Embedded in the workflow (2 clicks in 10 seconds). Lengthy IMMEDIACY • Embedded help • Web-delivered • Mobile-delivered • Print-delivered Instant Close PROXIMITY Distant Copyright Ontuitive 2012
  • 14. Polling Question: What content areas do you typically design for? (Pick all that apply) • IT applications Training • Leadership Training • Sales Training • Product Training • Other “Softskill” training Copyright Ontuitive 2012
  • 15. The 5 FUNDAMENTAL PS Principles 3. Contextual access by process, roles and circumstances. 2-clicks & 10-seconds Workflow Copyright Ontuitive 2012
  • 16. The 5 FUNDAMENTAL PS Principles 3. Contextual access by process, roles and circumstances. 2-clicks & 10-seconds Job Role Copyright Ontuitive 2012
  • 17. The 5 FUNDAMENTAL PS Principles 3. Contextual access by process, roles and circumstances. 2-clicks & 10-seconds Circumstance Copyright Ontuitive 2012
  • 18. Polling Question: Which of the following learning assets do you see most commonly utilized in your learning solutions? (pick your top 3) • Job Aids • SharePoint • E-learning • Communities of Practice • Help Desk Copyright Ontuitive 2012
  • 19. Is this a “Strategy”? • Job Aids • Pod Casts • CoP’s • Coaching • Wiki, Blog, Forums • SharePoint • Learning Portal • Lectures • Reference Materials • Recorded Lectures • FAQ’s • Instant Messenger • Help Desk • Simulations Copyright Ontuitive 2012
  • 20. Total Learning and Support Framework Components: Training Objectives Practice TEACH eLearning Details Moments Steps 1&2 Moment of Need Process Training Objectives DO Steps Performance Practice Support Details Details Moments Practice 3-5 Steps Resources and Social Learning 20
  • 21. The 5 FUNDAMENTAL PS Principles 4. Just Enough information to get the job done. Copyright Ontuitive 2012
  • 22. It’s all about ROI & Business Impact • 86% daily use of PS solution • 6-8% increase in daily work productivity • 80:1 use ratio of Performance Support vs. traditional LMS e-learning based approach • 15% year-over-year reduction in help desk calls • Up to 70% reduction in Instructor-Led Training Copyright Ontuitive 2012
  • 23. True Learning: What the classroom needs to become... “A person who carries a cat by the tail learns something about cats they can learn in no other way….” ~Mark Twain Copyright Ontuitive 2012
  • 24. Polling Question: How does adding Performance Support change the classroom? (Pick all that apply) • Makes it shorter • Lets it concentrate on critical skills • Allows the content to be more scenario focused • Increases critical thinking skills • Frees the instructor to do more facilitation than lecture Copyright Ontuitive 2012
  • 25. The 5 FUNDAMENTAL PS Principles 5. Integrated with formal learning Embedded Performance Support Instructor Aided Learning Solution Self-Directed Learning Performance Support Materials Informal Learning Peers Instructional Time Copyright Ontuitive 2012
  • 26. A Checklist for Building a Performance Support Solution Pick a Project “Don’t Boil the Ocean!!” – IT is the best place to start! Choose that facilitates the design of scalable PS. Software Proof the to show what it can be and do. Seeing is believing!!! Concept Get a Budget so you can see it through. Commitment follows dollars. Check your to optimize development of true blended learning. Methodology Copyright Ontuitive 2012
  • 27. "Behold the turtle. He makes progress only when he sticks his neck out." James Bryant Conant Standing Still is NOT an Option “Change is difficult. It's hard, and people avoid it when we can, but change eventually happens when the consequences of standing still look worse than the consequences of taking a chance on change… It's time for all of us to change – standing still is not an option, and we can only imagine the disruptions ahead.” Copyright Ontuitive 2012 Copyright Ontuitive 2012 ~Denis Pombriant
  • 28.
  • 29. Thank you for participating AND please join me in the journey!! b.mosher@ontuitive.com Twitter: @bmosh Copyright Ontuitive 2012