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Frequently	
  Asked	
  Ques%ons	
  
Header is here
The Business Case
for Adaptive Learning:
Drive ROI and Unlock
Performance
From the learning science company
Presented by
Geoff Broderick
We exist to unlock the full potential of every
learner
6	
  
•  Adap've	
  learning,	
  what	
  is	
  it	
  and	
  how	
  does	
  
it	
  work?	
  
•  Key	
  benefits	
  to	
  all	
  stakeholders	
  
•  I	
  want	
  it,	
  how	
  do	
  I	
  sell	
  it	
  internally	
  
•  Selec'ng	
  what’s	
  best	
  for	
  you	
  
Discussion agenda
7	
  
Do you face any of these learning challenges?
Mindset	
  Change	
  
How	
  do	
  I	
  to	
  ensure	
  that	
  my	
  learning	
  ini'a'ves	
  contribute	
  to	
  organiza'onal	
  success?	
  	
  We	
  need	
  to	
  
move	
  beyond	
  training	
  for	
  training’s	
  sake.	
  
Distributed	
  and	
  Diverse	
  Learners	
  
I	
  have	
  learners	
  across	
  globe.	
  	
  I	
  need	
  a	
  cost	
  effec've	
  way	
  to	
  deliver	
  training	
  any'me,	
  anywhere,	
  and	
  in	
  
a	
  manner	
  that	
  mo'vates	
  and	
  challenges	
  both	
  my	
  novices	
  and	
  veterans	
  at	
  the	
  same	
  'me.	
  
Time	
  &	
  Cost	
  Constraints	
  
My	
  business	
  partners	
  con'nually	
  need	
  to	
  do	
  more	
  with	
  less.	
  	
  I	
  need	
  a	
  way	
  for	
  my	
  learners	
  to	
  spend	
  
less	
  'me	
  on	
  what	
  they	
  already	
  know	
  and	
  master	
  what	
  they	
  don’t	
  know.	
  
Impact	
  	
  
We	
  need	
  data	
  to	
  confirm	
  that	
  the	
  learning	
  had	
  impact.	
  	
  I	
  need	
  a	
  solu'on	
  that	
  provides	
  specific	
  data	
  on	
  
learner	
  mastery	
  and	
  proves	
  a	
  strong	
  ROI.	
  
Flexibility	
  
We	
  need	
  to	
  make	
  frequent	
  updates	
  to	
  our	
  learning	
  content	
  for	
  changing	
  business	
  needs,	
  regula'ons,	
  
policies	
  or	
  course	
  improvements.	
  How	
  can	
  I	
  do	
  this	
  rapidly	
  without	
  revising	
  an	
  en're	
  course?	
  
8	
  
 
Adap've	
  learning,	
  what	
  is	
  it	
  
and	
  how	
  does	
  it	
  work?	
  
Discussion agenda
9	
  
Tradi%onal	
  and	
  Computer-­‐Assisted	
  Training	
  
Instructor	
  and	
  Computer-­‐based	
  (CBT)	
  
LMS	
  becomes	
  the	
  Administra've	
  PlaVorm	
  
	
  
The	
  E-­‐Learning	
  Era	
  
Materials	
  On-­‐Line,	
  Informa'on	
  vs.	
  Instruc'on	
  
	
  
Blended	
  and	
  Informal	
  Learning	
  
Mixing	
  forms	
  of	
  media	
  with	
  informal	
  learning	
  
Learning	
  on	
  demand	
  with	
  Integrated	
  Programs	
  
	
  
Collabora%ve,	
  Talent-­‐Driven	
  Learning	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  Formalize	
  Informal	
  Learning	
  
Collabora'on	
  and	
  talent	
  management	
  by	
  Design	
  
2009	
  +	
  
2005	
  +	
  
2000	
  +	
  
1990’s	
  
Evolution of corporate learning
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  Source:	
  BERSIN	
   10	
  
Next Milestone: Mastery-Based, Adaptive Learning
Tradi%onal	
  and	
  Computer-­‐Assisted	
  Training	
  
Instructor	
  and	
  Computer-­‐based	
  (CBT)	
  
LMS	
  becomes	
  the	
  Administra've	
  PlaVorm	
  
	
  
The	
  E-­‐Learning	
  Era	
  
Materials	
  On-­‐Line,	
  Informa'on	
  vs.	
  Instruc'on	
  
	
  
Blended	
  and	
  Informal	
  Learning	
  
Mixing	
  forms	
  of	
  media	
  with	
  informal	
  learning	
  
Learning	
  on	
  demand	
  with	
  Integrated	
  Programs	
  
	
  
Collabora%ve,	
  Talent-­‐Driven	
  Learning	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  Formalize	
  Informal	
  Learning	
  
Collabora'on	
  and	
  talent	
  management	
  by	
  Design	
  
Mastery-­‐Based	
  Adap%ve	
  Learning	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  Personalized,	
  Competency-­‐Based	
  
Data-­‐Driven,	
  Digital,	
  Seated	
  in	
  Science	
  
2016	
  +	
  
2009	
  +	
  
2005	
  +	
  
2000	
  +	
  
1990’s	
  
11	
  
Adaptive learning scales one-to-one learning
One-­‐to-­‐one	
  	
  
mastery	
  learning	
  
Conven%onal	
  	
  
Learning	
  
Mastery	
  	
  
Learning	
  
#	
  of	
  learners	
  
Mastery	
  Level	
  
12	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  Source:	
  Bloom	
  2	
  Sigma	
  Problem	
  
Adap%ve	
  
learning	
  scales	
  
one-­‐to-­‐one	
  
learning	
  
Mastery meets personalization and scale
13	
  
Each learner reaches mastery in their own way
14	
  
Each learner reaches mastery in their own way
15	
  
16	
  
Adaptive technology uses AI to personalize learning for
each individual
Metacognitive
Theory
The Theory of
Deliberate Practice
The Theory of Fun
for Game Design
Ebbinghaus
Forgetting Curve
AI coupled with learning theory – Grounded in Science
17	
  
Prove what you know, only learn what you do not know
Personalized	
  	
  
Learning	
  Path	
  
Low	
  Stakes	
  Assessment	
  
(Probe)	
  
	
  Learning	
  Resources	
  
Data	
  
18	
  
Learning	
  	
  
Objec%ve	
  
Text
Video
Audio
Learning	
  
Goal:	
  
Drive	
  a	
  Car	
  
Defensive	
  
Driving	
  
Rules	
  of	
  the	
  
Road	
  
Opera%ng	
  a	
  
vehicle	
  
19	
  
Creating modular content: Microlearning Objectives aligned with
Learning Resources and Probes	
  
Align micro learning objectives with resources and probes
Dozens	
  of	
  Ques%on	
  
Types	
  
Micro	
  
Learning	
  
Objec've	
  
	
  
Learning	
  
Resource	
  
	
  
Probes	
  
Text	
  
Video	
  
Audio	
  
Web	
  Link	
  
20	
  
New way to think about content assets	
  
L
R
L
R
L
R
L
R
L
R
L
R
L
R
L
R
P P
P
P P
P
Database	
  of	
  
micro-­‐assets	
  	
   ••••••	
  
L
R
L
R
L
R
PP
P
Micro	
  
Learning	
  
Objec%ve	
  
Micro	
  
Learning	
  
Objec%ve	
  
?	
  
?	
  
?	
  
L
R
L
R
L
R
P P
P
L
R
L
R
L
R
PP
P
?	
  
?	
  
?	
  
Text	
  
Web	
  Link	
  
Audio	
  
Video	
  
Text	
  
Web	
  Link	
  
Audio	
  
Video	
  
21	
  
Unlock performance through a powerful data layer
Agile	
  	
  
Authoring	
  
Tailored	
  
Instruc%on	
  
Data	
  
Layer	
  
L
R
L
R
L
R
L
R
L
R
P
P
?	
  
Micro	
  
Learning	
  
Objec%ve	
  
L
R
L
R
L
R
L
R
P
PP
Personalized	
  
Learning	
  
22	
  
 
Key	
  benefits	
  to	
  all	
  
stakeholders	
  
Discussion agenda
23	
  
Adaptive learning unlocks organizational performance
Measurement	
   Mastery	
   Efficiency	
   Engagement	
   Agility	
  
24	
  
Managers & Trainers
25	
   25	
  
•  Managers	
  can	
  use	
  the	
  learning	
  data	
  to	
  
beeer	
  understand	
  organiza'onal	
  
readiness	
  and	
  learning	
  impact	
  
•  Trainers	
  have	
  the	
  ability	
  to	
  op'mize	
  
training	
  resources	
  and	
  tailor	
  training	
  	
  
Measurement
26	
  
Measurement
27	
  
Learners take ownership of their learning
RECHARGE	
  
25
%	
  
35
%	
  
30
%	
  
10
%	
  
28	
  
•  Learners	
  gain	
  mastery,	
  with	
  confidence,	
  
learning	
  at	
  their	
  own	
  pace	
  
•  Personalized	
  real-­‐'me	
  adap've	
  keeps	
  
the	
  learner	
  engaged	
  
•  Learners	
  gain	
  mastery	
  in	
  the	
  most	
  
efficient	
  manner	
  	
  
Authors and subject matter experts can continually
refine content
Learners	
  can	
  offer	
  
feedback	
  
70%
29	
  
•  Authors	
  see	
  real-­‐'me	
  data	
  on	
  the	
  
effec'veness	
  of	
  content	
  and	
  
ques'ons	
  	
  
•  Access	
  to	
  'me	
  spent	
  on	
  learning	
  
resources	
  
•  Probes	
  performance	
  on	
  associated	
  
learning	
  resources	
  
•  Learner	
  answers	
  changing	
  
Adaptive learning unlocks organizational performance
Measurement	
  
Granular	
  data	
  to	
  measure	
  
learning	
  impact,	
  iden'fy	
  
poten'al	
  areas	
  of	
  risk	
  and	
  
gauge	
  organiza'onal	
  
readiness.	
  
Mastery	
  
Learners	
  complete	
  their	
  
learning	
  confident	
  that	
  
they	
  have	
  mastered	
  the	
  
content.	
  
Efficiency	
  &	
  Personaliza%on	
  
Learners	
  proceed	
  at	
  their	
  own	
  pace	
  
and	
  preferred	
  modality	
  of	
  learning,	
  
while	
  real-­‐'me	
  personaliza'on	
  
accounts	
  for	
  varying	
  incoming	
  skill	
  
sets	
  &	
  exper'se.	
  
Engagement	
  
Real-­‐'me	
  personalized	
  
learning	
  paths	
  and	
  
associated	
  mastery	
  leads	
  
to	
  enhanced	
  engagement	
  
with	
  both	
  the	
  training	
  and	
  
the	
  company.	
  
Agility	
  
Micro-­‐content	
  assets	
  and	
  
data	
  collected	
  within	
  the	
  
adap've	
  data	
  layer	
  can	
  be	
  
leveraged	
  to	
  quickly	
  revise	
  
content	
  and	
  make	
  new	
  
courses.	
  
Mobility	
  
Learners	
  can	
  complete	
  the	
  
training	
  any'me,	
  
anywhere	
  
30	
  
 
I	
  want	
  it,	
  how	
  do	
  I	
  sell	
  it	
  
internally	
  
Discussion agenda
31	
  
Case Study: Global Professional Services Firm
5-hour course transitioned to the adaptive learning platform
6,000 Employees - Time to Mastery
Learner (6,000 total learners; long tails of distribution curve are plotted)
	
  
Immediate	
  ROI	
  32%	
  FTE/hrs	
  recovery	
  
32	
  
$3,750,000	
   $1,200,000	
  
6,000	
  learners	
  x	
  $125/
hr	
  x	
  5hr	
  =	
  
cost	
  of	
  standard	
  5-­‐hr	
  
training	
  
Redistributed	
  	
  
Produc'vity	
  (32%)	
  
6,000	
  learners	
  x	
  	
  
$125/hr	
  x	
  3.4hr	
  =	
  
cost	
  of	
  self-­‐paced	
  	
  
adap3ve	
  course	
  
$2,550,000	
  - =
Although the anticipated time-to-completion for the course was 5 hours, the average
learner finished in 3.5 hours, due to efficiencies provided by the adaptive algorithm,
which focused learners on the areas where they struggled.
ROI: Potential Revenue
Although	
  the	
  an'cipated	
  'me-­‐to-­‐comple'on	
  for	
  the	
  course	
  was	
  5	
  hours,	
  the	
  
average	
  learner	
  finished	
  in	
  3.4	
  hours,	
  due	
  to	
  efficiencies	
  provided	
  by	
  the	
  adap've	
  
algorithm,	
  which	
  focused	
  learners	
  on	
  the	
  areas	
  where	
  they	
  struggled.	
  
33	
  
Case Study: Global Professional Services Firm
5-hour course transitioned to the adaptive learning platform
Flexibility	
  
Time	
  spend	
  on	
  learning	
  resources	
  and	
  associated	
  learner	
  performance	
  provided	
  ac'onable	
  data	
  to	
  improve	
  courses.	
  	
  
Modular	
  content	
  also	
  permieed	
  rapid	
  update	
  and	
  revision	
  to	
  learning	
  materials.	
  
Mindset	
  Change	
  
No	
  learners	
  were	
  lem	
  behind.	
  Each	
  learner	
  achieved	
  mastery	
  at	
  his	
  or	
  her	
  own	
  pace.	
  All	
  learners	
  must	
  demonstrate	
  
mastery	
  to	
  complete	
  the	
  program	
  of	
  study.	
  
Diverse	
  Learners	
  
Learners	
  joining	
  the	
  firm	
  with	
  significant	
  previous	
  experience	
  (#1)	
  and	
  those	
  with	
  limited	
  experience	
  (#20)	
  were	
  each	
  
uniquely	
  mo'vated	
  and	
  challenged	
  on	
  their	
  personalized	
  path	
  to	
  mastery.	
  
Time	
  &	
  Cost	
  
Learning	
  'me	
  reduced	
  by	
  32%	
  from	
  original	
  course.	
  	
  One	
  original	
  5-­‐hour	
  course,	
  reduced	
  to	
  3.4	
  hours	
  when	
  made	
  adap've,	
  
across	
  6,000	
  learners,	
  delivered	
  9,600	
  hours	
  of	
  repurposed	
  produc'vity	
  back	
  to	
  the	
  organiza'on.	
  	
  
Impact	
  	
  
Click	
  by	
  click	
  learning	
  data	
  at	
  the	
  learner	
  and	
  cohort	
  level	
  provided	
  rich	
  data	
  to	
  understand	
  and	
  act	
  on	
  organiza'onal	
  
readiness.	
  	
  
34	
  
CURRENT LEARNING CHALLENGES DESIRED ENHANCEMENT
Instructor Lead
4 courses led by an instructor
in a classroom setting.
80 hours of instruction.
Includes simulations & role
play.
Learning Effectiveness
Cohort possesses diverse
experiences and varying
individual learning capacity.
Learning Modality & Cost
Large Millennial population, but
traditional learning style with high
expense.
Impact
Ensure that each learner is
uniquely challenged and
motivated.
Transition from “seat time” to
mastery.
Demonstration
80 hours of cohort & individual
demonstration.
Led by 3 instructors, primarily in
group sessions.
One Size Fits All
Demonstration is not optimized
for cohort, or individual
strengths & weaknesses.
Suboptimal engagement.
Personalized
Ensure that each learner is
ready to perform, confidently in
the most effective & efficient
manner with demonstration
tailored to each learner’s data
profile.
Case Study: Insurance Firm
4 Week Training Program
35	
  
Learn	
  &	
  Perform	
  
LEARN	
  
Transform	
  current	
  4	
  
classroom	
  courses	
  
sessions	
  into	
  adap've	
  
micro-­‐learning	
  
modules	
  	
  
PERFORM	
  
Use	
  learner	
  specific	
  data	
  
to	
  guide	
  group	
  &	
  
“shoulder	
  to	
  shoulder”	
  
demonstra'on	
  sessions	
  
with	
  micro-­‐learning	
  
remedia'on	
  
Case Study: Insurance Firm
4 Week Training Program
36	
  
Week	
  1	
   	
   	
   	
   	
   	
   	
  	
  
M	
   T	
   W	
   TH	
   F	
  
Morning	
  
Learners	
  
•  C1	
  Adap've	
  
Learners	
  /	
  Trainers	
  
•  C1	
  Classroom	
  &	
  
Demonstra'on	
  
	
  
Learners	
  /	
  Trainers	
  
•  C2	
  Classroom	
  &	
  
Demonstra'on	
  
	
  
Learners	
  
•  C3	
  Adap've	
  
	
  
Learners	
  /	
  Trainers	
  
•  C3	
  Demonstra'on	
  
	
  
Agernoon	
  
Learners	
  
•  C2	
  Adap've	
  
	
  
	
  
Trainer	
  
•  Analyze	
  C1	
  adap've	
  
data	
  
•  Plan	
  Demonstra'on	
  
Learners	
  
•  C1	
  Remedia'on	
  
Adap've	
  	
  
	
  
Trainer	
  
•  Analyze	
  C2	
  adap've	
  
data	
  
•  Plan	
  Demonstra'on	
  
	
  
Learners	
  
•  C2	
  	
  Remedia'on	
  
Adap've	
  	
  
	
  
	
  
Learner	
  /	
  Trainer	
  
•  1-­‐1	
  mentoring	
  as	
  
deemed	
  necessary	
  
	
  
	
  
Learners	
  /	
  Trainer	
  
•  C1;	
  C2	
  classroom	
  
summary	
  &	
  discussion	
  
Trainer	
  
•  Analyze	
  C3	
  adap've	
  
data	
  
•  Plan	
  Demonstra'on	
  
	
  
Learners	
  
•  C3	
  Remedia'on	
  
Adap've	
  	
  
	
  
	
  
	
  
Learner	
  /	
  Trainer	
  
•  1-­‐1	
  mentoring	
  as	
  
deemed	
  necessary	
  
	
  
Adap've	
  Learning	
   Classroom	
   Demonstra'on	
   Mentoring	
  
37	
  
Case Study: Insurance Firm
Classroom training reduced by 80%; Demonstration & Mentoring reduced by 30%.
M	
   T	
   W	
   TH	
   F	
  
Morning	
  
Learners	
  /	
  Trainers	
  
•  Classroom	
  summary	
  &	
  
discussion	
  of	
  Week	
  	
  
Learners	
  
•  C4	
  Adap've	
  
	
  
Learners	
  /	
  Trainers	
  
•  C4	
  Classroom	
  &	
  
Demonstra'on	
  
	
  
Learners	
  
•  C4	
  Remedia'on	
  Adap've	
  	
  
	
  
Learners	
  /	
  Trainer	
  
•  C4	
  classroom	
  summary	
  &	
  
discussion	
  
	
  
Agernoon	
  
Learner	
  /	
  Trainer	
  
•  1-­‐1	
  mentoring	
  as	
  deemed	
  
necessary	
  for	
  Week	
  1	
  
	
  	
  	
  	
  Modules	
  
	
  
	
  
	
  
	
  
Learner	
  /	
  Trainer	
  
•  1-­‐1	
  mentoring	
  as	
  deemed	
  
necessary	
  for	
  Week	
  1	
  	
  
	
  	
  	
  	
  Modules	
  
	
  
Trainer	
  
•  Review	
  C4	
  adap've	
  data	
  
•  Plan	
  Demonstra'on	
  
	
  
Learners	
  /	
  Trainers	
  
•  C4	
  Demonstra'on	
  
Learner	
  /	
  Trainer	
  
•  C4	
  1-­‐1	
  mentoring	
  as	
  
deemed	
  necessary	
  
	
  
Learner	
  /	
  Trainer	
  
•  C4	
  1-­‐1	
  mentoring	
  as	
  deemed	
  
necessary	
  
	
  
38	
  
Case Study: Insurance Firm
Classroom training reduced by 80%; Demonstration & Mentoring reduced by 30%.
Week	
  1	
   	
   	
   	
   	
   	
   	
  	
  Adap've	
  Learning	
   Classroom	
   Demonstra'on	
   Mentoring	
  
Variable	
   Amount	
   #	
  of	
  Courses	
   FTE	
  Training	
  Cost	
   FTE	
  Adap%ve	
   FTE	
  Cost	
  Savings	
  
Learners	
   1,000	
  	
  
→	
  
1	
   $53,280	
   $36,230	
   $17,050	
  
FTE	
  Hourly	
  Rate*	
   $53.28	
   5	
   $266,400	
   $181,152	
   $85,248	
  
Avg.	
  Time	
  Saved	
  per	
  	
  
Course-­‐Hour	
  	
  
32%	
  
10	
   $532,800	
   $362,304	
   $170,496	
  
20	
   $1,065,600	
   $724,608	
   $340,992	
  
Variable	
   Amount	
   #	
  of	
  Courses	
   FTE	
  Training	
  Cost	
   FTE	
  Adap%ve	
   FTE	
  Cost	
  Savings	
  
Learners	
   50,000	
  	
  
→	
  
1	
   $2,664,000	
   $1,811,520	
   $852,480	
  
FTE	
  Hourly	
  Rate*	
   $53.28	
   5	
   $13,320,000	
   $9,057,600	
   $4,262,400	
  
Avg.	
  Time	
  Saved	
  per	
  	
  
Course-­‐Hour	
  	
  
32%	
  
10	
   $26,640,000	
   $18,115,200	
   $8,524,800	
  
20	
   $53,280,000	
   $36,230,400	
   $17,049,600	
  
ROI: Repurposed Productivity in Operating Expense savings
*	
  Bureau	
  of	
  Labor	
  Sta3s3cs	
  avg.	
  for	
  “Finance	
  and	
  insurance”	
  workers,	
  (Sep.	
  2017).	
  
39	
  
MHE	
  
Improvement across all applications	
  
Safety	
   Sales	
   Technical	
  Leadership	
  
Learning
Science
Platforms
40	
  
Benefits of Adaptive for the Healthcare Industry
	
  Key	
  issues	
  in	
  healthcare	
  	
  
Key	
  benefits	
  of	
  adap%ve	
  model	
  
§  Quickly	
  changing	
  landscape	
  
§  New	
  technologies	
  
§  Diverse,	
  distributed	
  workforce	
  
§  Pa'ents	
  rights/advocacy	
  
§  100%	
  Mastery	
  model,	
  where	
  proficiency	
  is	
  cri'cal	
  
§  Meets	
  needs	
  of	
  geographically	
  distributed	
  workforce	
  
§  Flexibility—adapts	
  to	
  changing	
  content	
  or	
  needs	
  
41	
  
Benefits of Adaptive for the Retail Industry
	
  Key	
  issues	
  in	
  retail	
  
Key	
  benefits	
  of	
  adap%ve	
  model	
  
§  Disrup'on	
  of	
  tradi'onal	
  model	
  with	
  omnichannel	
  retail	
  
§  Organiza'on	
  restructuring	
  
§  Layoffs/dissa'sfied	
  workforce	
  
§  Can	
  provide	
  new	
  skills	
  for	
  new	
  job	
  func'ons,	
  
as	
  needed	
  
§  Beeer	
  engagement	
  leads	
  to	
  boost	
  in	
  
customer	
  service	
  and	
  brand	
  
§  Meets	
  learning	
  needs	
  of	
  geographically	
  
distributed	
  workforce	
  
42	
  
Benefits of Adaptive for the Hospitality Industry
	
  Key	
  issues	
  in	
  hospitality	
  
Key	
  benefits	
  of	
  adap%ve	
  model	
  
§  Need	
  for	
  brand	
  consistency	
  despite	
  geographic	
  dispersion	
  
§  High	
  turnover	
  requires	
  frequent	
  onboarding	
  of	
  new	
  employees	
  
§  Rapid	
  skilling	
  of	
  new	
  workers	
  sa'sfies	
  demand	
  
§  Engagement	
  leads	
  to	
  improved	
  customer	
  service	
  
§  Consistent	
  training	
  ensures	
  brand	
  promise	
  
43	
  
43	
  
Benefits of Adaptive for the Professional Industry
	
  Key	
  issues	
  in	
  professional	
  
Key	
  benefits	
  of	
  adap%ve	
  model	
  
§  High	
  hourly	
  rate	
  of	
  financial,	
  legal,	
  and	
  consul'ng	
  services	
  
necessitates	
  efficient	
  use	
  of	
  'me	
  
§  Personalized	
  paths	
  translate	
  into	
  direct	
  opex	
  savings	
  
§  Incoming	
  professionals	
  from	
  a	
  range	
  	
  of	
  backgrounds	
  
(liberal	
  arts)	
  omen	
  require	
  diverse	
  approaches	
  
§  Disrup'on	
  and	
  pace	
  of	
  industry	
  evolu'on	
  require	
  rapid	
  
knowledge	
  transfer	
  and	
  upskilling	
  
44	
  
 
Selec'ng	
  what’s	
  best	
  for	
  you	
  
Discussion agenda
45	
  
Learner Experience
“Learner	
  Experience”	
  Alribute	
   Descrip%on	
  
1.  Adap'vity	
  scope	
  
How	
  is	
  adap'vity	
  defined?	
  	
  Pre-­‐determined	
  branching	
  or	
  real-­‐'me	
  
personaliza'on?	
  
2.  Lenses	
  of	
  adap'vity	
   How	
  many	
  factors	
  contribute	
  to	
  personaliza'on?	
  
3.  Learning	
  science	
   What	
  theories	
  and	
  research-­‐backed	
  ideas	
  are	
  incorporated?	
  
4.  Assessment	
  level	
   Are	
  assessments	
  just	
  mul'ple	
  choice?	
  Are	
  there	
  games?	
  Ac'vi'es?	
  
5.  Metacogni've	
  
Is	
  confidence	
  a	
  component	
  of	
  the	
  experience	
  in	
  addi'on	
  to	
  
accuracy?	
  
46	
  
“Authoring	
  Experience”	
  Alribute	
   Descrip%on	
  
1.  Bulk	
  upload,	
  content	
  inges'on	
   Is	
  it	
  possible	
  to	
  bulk	
  upload	
  content	
  and	
  organize	
  it	
  quickly?	
  
2.  Content	
  effec'veness	
  data	
  	
  
Does	
  the	
  interface	
  support	
  content	
  effec'veness	
  data	
  down	
  to	
  the	
  
granular	
  level	
  of	
  the	
  learning	
  object?	
  
3.  Assessment	
  types	
  
How	
  may	
  ques'on	
  types	
  are	
  supported?	
  What	
  levels	
  of	
  Bloom’s	
  
taxonomy	
  are	
  reached?	
  
4.  Content	
  cura'on	
   How	
  easy	
  /	
  difficult	
  to	
  manage	
  content?	
  
5.  Subject	
  range	
  
Is	
  the	
  plaVorm	
  content	
  agnos'c?	
  Can	
  it	
  truly	
  support	
  both	
  
“hard”and	
  “som”	
  subjects?	
  
6.  Instruc'onal	
  design	
  advice	
  
Are	
  instruc'onal	
  design	
  best	
  prac'ces	
  and	
  'ps	
  surfaced	
  readily	
  in	
  
product?	
  
7.  Ease-­‐of-­‐use	
   How	
  intui've	
  is	
  the	
  interface?	
  How	
  much	
  training	
  is	
  required?	
  
47	
  
Authoring Experience
Business	
  Opera%ons	
  and	
  Service	
  
Alribute	
  
Descrip%on	
  
1.  Enterprise	
  grade	
  security	
   Do	
  security	
  standards	
  meet	
  requirements?	
  	
  
2.  Proven	
  efficacy	
   Are	
  measurable	
  results	
  available?	
  
3.  Speed	
   How	
  quickly	
  can	
  the	
  plaVorm	
  make	
  content	
  adap've?	
  
4.  Scalability	
   How	
  scalable	
  is	
  the	
  authoring?	
  
5.  Integra'on	
   Can	
  you	
  integrate	
  the	
  plaVorm	
  with	
  any	
  LMS?	
  
6.  Service	
  and	
  maintenance	
  
Is	
  service	
  holis'c	
  and	
  consulta've?	
  Does	
  it	
  include	
  all	
  steps	
  from	
  
prototyping	
  to	
  training	
  and	
  support?	
  
7.  Pricing	
   Is	
  pricing	
  flexible?	
  Does	
  it	
  work	
  for	
  organiza'ons	
  of	
  different	
  sizes?	
  
8.  PlaVorm	
  localiza'on	
   Can	
  you	
  author	
  in	
  mul'ple	
  languages?	
  	
  
48	
  
Business operations and services
MHE adaptive leverages investment in science
and technology
$175M+ per Year
in Digital
Platforms
2012
DPG
Formed
2017
Organic	
  
investment	
  
450
Engineers,
etc
200
Enginee
rs, etc
$
1,600+	
  
Adap've	
  products	
  
4,000	
  
Authors	
  trained	
  to	
  use	
  MHE	
  Adap've	
  
5,000,000	
  
Learners	
  using	
  MHE	
  Adap've	
  
10,000,000,000	
  
Data	
  Layer	
  Interac'ons	
  
MHE	
  Adap%ve	
  
Acquisi%on	
   User	
  Knowledge	
  
49	
  
Poll Results	
  
50	
  
We exist to unlock the full potential of every learnerQuestions?
Write to me:
Geoff.Broderick@mheducation.com
51	
  
#CLOwebinar
	
   	
  
	
  	
  
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THE BUSINESS CASE FOR ADAPTIVE LEARNING: DRIVE ROI AND UNLOCK PERFORMANCE

  • 1. #CLOwebinar The presentation will begin at the top of the hour. A dial in number will not be provided. Listen to today’s webinar using your computer’s speakers or headphones. Welcome to the webinar!
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  • 5. Header is here The Business Case for Adaptive Learning: Drive ROI and Unlock Performance From the learning science company Presented by Geoff Broderick
  • 6. We exist to unlock the full potential of every learner 6  
  • 7. •  Adap've  learning,  what  is  it  and  how  does   it  work?   •  Key  benefits  to  all  stakeholders   •  I  want  it,  how  do  I  sell  it  internally   •  Selec'ng  what’s  best  for  you   Discussion agenda 7  
  • 8. Do you face any of these learning challenges? Mindset  Change   How  do  I  to  ensure  that  my  learning  ini'a'ves  contribute  to  organiza'onal  success?    We  need  to   move  beyond  training  for  training’s  sake.   Distributed  and  Diverse  Learners   I  have  learners  across  globe.    I  need  a  cost  effec've  way  to  deliver  training  any'me,  anywhere,  and  in   a  manner  that  mo'vates  and  challenges  both  my  novices  and  veterans  at  the  same  'me.   Time  &  Cost  Constraints   My  business  partners  con'nually  need  to  do  more  with  less.    I  need  a  way  for  my  learners  to  spend   less  'me  on  what  they  already  know  and  master  what  they  don’t  know.   Impact     We  need  data  to  confirm  that  the  learning  had  impact.    I  need  a  solu'on  that  provides  specific  data  on   learner  mastery  and  proves  a  strong  ROI.   Flexibility   We  need  to  make  frequent  updates  to  our  learning  content  for  changing  business  needs,  regula'ons,   policies  or  course  improvements.  How  can  I  do  this  rapidly  without  revising  an  en're  course?   8  
  • 9.   Adap've  learning,  what  is  it   and  how  does  it  work?   Discussion agenda 9  
  • 10. Tradi%onal  and  Computer-­‐Assisted  Training   Instructor  and  Computer-­‐based  (CBT)   LMS  becomes  the  Administra've  PlaVorm     The  E-­‐Learning  Era   Materials  On-­‐Line,  Informa'on  vs.  Instruc'on     Blended  and  Informal  Learning   Mixing  forms  of  media  with  informal  learning   Learning  on  demand  with  Integrated  Programs     Collabora%ve,  Talent-­‐Driven  Learning                                Formalize  Informal  Learning   Collabora'on  and  talent  management  by  Design   2009  +   2005  +   2000  +   1990’s   Evolution of corporate learning                            Source:  BERSIN   10  
  • 11. Next Milestone: Mastery-Based, Adaptive Learning Tradi%onal  and  Computer-­‐Assisted  Training   Instructor  and  Computer-­‐based  (CBT)   LMS  becomes  the  Administra've  PlaVorm     The  E-­‐Learning  Era   Materials  On-­‐Line,  Informa'on  vs.  Instruc'on     Blended  and  Informal  Learning   Mixing  forms  of  media  with  informal  learning   Learning  on  demand  with  Integrated  Programs     Collabora%ve,  Talent-­‐Driven  Learning                                Formalize  Informal  Learning   Collabora'on  and  talent  management  by  Design   Mastery-­‐Based  Adap%ve  Learning                                Personalized,  Competency-­‐Based   Data-­‐Driven,  Digital,  Seated  in  Science   2016  +   2009  +   2005  +   2000  +   1990’s   11  
  • 12. Adaptive learning scales one-to-one learning One-­‐to-­‐one     mastery  learning   Conven%onal     Learning   Mastery     Learning   #  of  learners   Mastery  Level   12                              Source:  Bloom  2  Sigma  Problem   Adap%ve   learning  scales   one-­‐to-­‐one   learning  
  • 13. Mastery meets personalization and scale 13  
  • 14. Each learner reaches mastery in their own way 14  
  • 15. Each learner reaches mastery in their own way 15  
  • 16. 16   Adaptive technology uses AI to personalize learning for each individual
  • 17. Metacognitive Theory The Theory of Deliberate Practice The Theory of Fun for Game Design Ebbinghaus Forgetting Curve AI coupled with learning theory – Grounded in Science 17  
  • 18. Prove what you know, only learn what you do not know Personalized     Learning  Path   Low  Stakes  Assessment   (Probe)    Learning  Resources   Data   18   Learning     Objec%ve   Text Video Audio
  • 19. Learning   Goal:   Drive  a  Car   Defensive   Driving   Rules  of  the   Road   Opera%ng  a   vehicle   19   Creating modular content: Microlearning Objectives aligned with Learning Resources and Probes  
  • 20. Align micro learning objectives with resources and probes Dozens  of  Ques%on   Types   Micro   Learning   Objec've     Learning   Resource     Probes   Text   Video   Audio   Web  Link   20  
  • 21. New way to think about content assets   L R L R L R L R L R L R L R L R P P P P P P Database  of   micro-­‐assets     ••••••   L R L R L R PP P Micro   Learning   Objec%ve   Micro   Learning   Objec%ve   ?   ?   ?   L R L R L R P P P L R L R L R PP P ?   ?   ?   Text   Web  Link   Audio   Video   Text   Web  Link   Audio   Video   21  
  • 22. Unlock performance through a powerful data layer Agile     Authoring   Tailored   Instruc%on   Data   Layer   L R L R L R L R L R P P ?   Micro   Learning   Objec%ve   L R L R L R L R P PP Personalized   Learning   22  
  • 23.   Key  benefits  to  all   stakeholders   Discussion agenda 23  
  • 24. Adaptive learning unlocks organizational performance Measurement   Mastery   Efficiency   Engagement   Agility   24  
  • 25. Managers & Trainers 25   25   •  Managers  can  use  the  learning  data  to   beeer  understand  organiza'onal   readiness  and  learning  impact   •  Trainers  have  the  ability  to  op'mize   training  resources  and  tailor  training    
  • 28. Learners take ownership of their learning RECHARGE   25 %   35 %   30 %   10 %   28   •  Learners  gain  mastery,  with  confidence,   learning  at  their  own  pace   •  Personalized  real-­‐'me  adap've  keeps   the  learner  engaged   •  Learners  gain  mastery  in  the  most   efficient  manner    
  • 29. Authors and subject matter experts can continually refine content Learners  can  offer   feedback   70% 29   •  Authors  see  real-­‐'me  data  on  the   effec'veness  of  content  and   ques'ons     •  Access  to  'me  spent  on  learning   resources   •  Probes  performance  on  associated   learning  resources   •  Learner  answers  changing  
  • 30. Adaptive learning unlocks organizational performance Measurement   Granular  data  to  measure   learning  impact,  iden'fy   poten'al  areas  of  risk  and   gauge  organiza'onal   readiness.   Mastery   Learners  complete  their   learning  confident  that   they  have  mastered  the   content.   Efficiency  &  Personaliza%on   Learners  proceed  at  their  own  pace   and  preferred  modality  of  learning,   while  real-­‐'me  personaliza'on   accounts  for  varying  incoming  skill   sets  &  exper'se.   Engagement   Real-­‐'me  personalized   learning  paths  and   associated  mastery  leads   to  enhanced  engagement   with  both  the  training  and   the  company.   Agility   Micro-­‐content  assets  and   data  collected  within  the   adap've  data  layer  can  be   leveraged  to  quickly  revise   content  and  make  new   courses.   Mobility   Learners  can  complete  the   training  any'me,   anywhere   30  
  • 31.   I  want  it,  how  do  I  sell  it   internally   Discussion agenda 31  
  • 32. Case Study: Global Professional Services Firm 5-hour course transitioned to the adaptive learning platform 6,000 Employees - Time to Mastery Learner (6,000 total learners; long tails of distribution curve are plotted)   Immediate  ROI  32%  FTE/hrs  recovery   32  
  • 33. $3,750,000   $1,200,000   6,000  learners  x  $125/ hr  x  5hr  =   cost  of  standard  5-­‐hr   training   Redistributed     Produc'vity  (32%)   6,000  learners  x     $125/hr  x  3.4hr  =   cost  of  self-­‐paced     adap3ve  course   $2,550,000  - = Although the anticipated time-to-completion for the course was 5 hours, the average learner finished in 3.5 hours, due to efficiencies provided by the adaptive algorithm, which focused learners on the areas where they struggled. ROI: Potential Revenue Although  the  an'cipated  'me-­‐to-­‐comple'on  for  the  course  was  5  hours,  the   average  learner  finished  in  3.4  hours,  due  to  efficiencies  provided  by  the  adap've   algorithm,  which  focused  learners  on  the  areas  where  they  struggled.   33  
  • 34. Case Study: Global Professional Services Firm 5-hour course transitioned to the adaptive learning platform Flexibility   Time  spend  on  learning  resources  and  associated  learner  performance  provided  ac'onable  data  to  improve  courses.     Modular  content  also  permieed  rapid  update  and  revision  to  learning  materials.   Mindset  Change   No  learners  were  lem  behind.  Each  learner  achieved  mastery  at  his  or  her  own  pace.  All  learners  must  demonstrate   mastery  to  complete  the  program  of  study.   Diverse  Learners   Learners  joining  the  firm  with  significant  previous  experience  (#1)  and  those  with  limited  experience  (#20)  were  each   uniquely  mo'vated  and  challenged  on  their  personalized  path  to  mastery.   Time  &  Cost   Learning  'me  reduced  by  32%  from  original  course.    One  original  5-­‐hour  course,  reduced  to  3.4  hours  when  made  adap've,   across  6,000  learners,  delivered  9,600  hours  of  repurposed  produc'vity  back  to  the  organiza'on.     Impact     Click  by  click  learning  data  at  the  learner  and  cohort  level  provided  rich  data  to  understand  and  act  on  organiza'onal   readiness.     34  
  • 35. CURRENT LEARNING CHALLENGES DESIRED ENHANCEMENT Instructor Lead 4 courses led by an instructor in a classroom setting. 80 hours of instruction. Includes simulations & role play. Learning Effectiveness Cohort possesses diverse experiences and varying individual learning capacity. Learning Modality & Cost Large Millennial population, but traditional learning style with high expense. Impact Ensure that each learner is uniquely challenged and motivated. Transition from “seat time” to mastery. Demonstration 80 hours of cohort & individual demonstration. Led by 3 instructors, primarily in group sessions. One Size Fits All Demonstration is not optimized for cohort, or individual strengths & weaknesses. Suboptimal engagement. Personalized Ensure that each learner is ready to perform, confidently in the most effective & efficient manner with demonstration tailored to each learner’s data profile. Case Study: Insurance Firm 4 Week Training Program 35  
  • 36. Learn  &  Perform   LEARN   Transform  current  4   classroom  courses   sessions  into  adap've   micro-­‐learning   modules     PERFORM   Use  learner  specific  data   to  guide  group  &   “shoulder  to  shoulder”   demonstra'on  sessions   with  micro-­‐learning   remedia'on   Case Study: Insurance Firm 4 Week Training Program 36  
  • 37. Week  1                 M   T   W   TH   F   Morning   Learners   •  C1  Adap've   Learners  /  Trainers   •  C1  Classroom  &   Demonstra'on     Learners  /  Trainers   •  C2  Classroom  &   Demonstra'on     Learners   •  C3  Adap've     Learners  /  Trainers   •  C3  Demonstra'on     Agernoon   Learners   •  C2  Adap've       Trainer   •  Analyze  C1  adap've   data   •  Plan  Demonstra'on   Learners   •  C1  Remedia'on   Adap've       Trainer   •  Analyze  C2  adap've   data   •  Plan  Demonstra'on     Learners   •  C2    Remedia'on   Adap've         Learner  /  Trainer   •  1-­‐1  mentoring  as   deemed  necessary       Learners  /  Trainer   •  C1;  C2  classroom   summary  &  discussion   Trainer   •  Analyze  C3  adap've   data   •  Plan  Demonstra'on     Learners   •  C3  Remedia'on   Adap've           Learner  /  Trainer   •  1-­‐1  mentoring  as   deemed  necessary     Adap've  Learning   Classroom   Demonstra'on   Mentoring   37   Case Study: Insurance Firm Classroom training reduced by 80%; Demonstration & Mentoring reduced by 30%.
  • 38. M   T   W   TH   F   Morning   Learners  /  Trainers   •  Classroom  summary  &   discussion  of  Week     Learners   •  C4  Adap've     Learners  /  Trainers   •  C4  Classroom  &   Demonstra'on     Learners   •  C4  Remedia'on  Adap've       Learners  /  Trainer   •  C4  classroom  summary  &   discussion     Agernoon   Learner  /  Trainer   •  1-­‐1  mentoring  as  deemed   necessary  for  Week  1          Modules           Learner  /  Trainer   •  1-­‐1  mentoring  as  deemed   necessary  for  Week  1            Modules     Trainer   •  Review  C4  adap've  data   •  Plan  Demonstra'on     Learners  /  Trainers   •  C4  Demonstra'on   Learner  /  Trainer   •  C4  1-­‐1  mentoring  as   deemed  necessary     Learner  /  Trainer   •  C4  1-­‐1  mentoring  as  deemed   necessary     38   Case Study: Insurance Firm Classroom training reduced by 80%; Demonstration & Mentoring reduced by 30%. Week  1                Adap've  Learning   Classroom   Demonstra'on   Mentoring  
  • 39. Variable   Amount   #  of  Courses   FTE  Training  Cost   FTE  Adap%ve   FTE  Cost  Savings   Learners   1,000     →   1   $53,280   $36,230   $17,050   FTE  Hourly  Rate*   $53.28   5   $266,400   $181,152   $85,248   Avg.  Time  Saved  per     Course-­‐Hour     32%   10   $532,800   $362,304   $170,496   20   $1,065,600   $724,608   $340,992   Variable   Amount   #  of  Courses   FTE  Training  Cost   FTE  Adap%ve   FTE  Cost  Savings   Learners   50,000     →   1   $2,664,000   $1,811,520   $852,480   FTE  Hourly  Rate*   $53.28   5   $13,320,000   $9,057,600   $4,262,400   Avg.  Time  Saved  per     Course-­‐Hour     32%   10   $26,640,000   $18,115,200   $8,524,800   20   $53,280,000   $36,230,400   $17,049,600   ROI: Repurposed Productivity in Operating Expense savings *  Bureau  of  Labor  Sta3s3cs  avg.  for  “Finance  and  insurance”  workers,  (Sep.  2017).   39  
  • 40. MHE   Improvement across all applications   Safety   Sales   Technical  Leadership   Learning Science Platforms 40  
  • 41. Benefits of Adaptive for the Healthcare Industry  Key  issues  in  healthcare     Key  benefits  of  adap%ve  model   §  Quickly  changing  landscape   §  New  technologies   §  Diverse,  distributed  workforce   §  Pa'ents  rights/advocacy   §  100%  Mastery  model,  where  proficiency  is  cri'cal   §  Meets  needs  of  geographically  distributed  workforce   §  Flexibility—adapts  to  changing  content  or  needs   41  
  • 42. Benefits of Adaptive for the Retail Industry  Key  issues  in  retail   Key  benefits  of  adap%ve  model   §  Disrup'on  of  tradi'onal  model  with  omnichannel  retail   §  Organiza'on  restructuring   §  Layoffs/dissa'sfied  workforce   §  Can  provide  new  skills  for  new  job  func'ons,   as  needed   §  Beeer  engagement  leads  to  boost  in   customer  service  and  brand   §  Meets  learning  needs  of  geographically   distributed  workforce   42  
  • 43. Benefits of Adaptive for the Hospitality Industry  Key  issues  in  hospitality   Key  benefits  of  adap%ve  model   §  Need  for  brand  consistency  despite  geographic  dispersion   §  High  turnover  requires  frequent  onboarding  of  new  employees   §  Rapid  skilling  of  new  workers  sa'sfies  demand   §  Engagement  leads  to  improved  customer  service   §  Consistent  training  ensures  brand  promise   43   43  
  • 44. Benefits of Adaptive for the Professional Industry  Key  issues  in  professional   Key  benefits  of  adap%ve  model   §  High  hourly  rate  of  financial,  legal,  and  consul'ng  services   necessitates  efficient  use  of  'me   §  Personalized  paths  translate  into  direct  opex  savings   §  Incoming  professionals  from  a  range    of  backgrounds   (liberal  arts)  omen  require  diverse  approaches   §  Disrup'on  and  pace  of  industry  evolu'on  require  rapid   knowledge  transfer  and  upskilling   44  
  • 45.   Selec'ng  what’s  best  for  you   Discussion agenda 45  
  • 46. Learner Experience “Learner  Experience”  Alribute   Descrip%on   1.  Adap'vity  scope   How  is  adap'vity  defined?    Pre-­‐determined  branching  or  real-­‐'me   personaliza'on?   2.  Lenses  of  adap'vity   How  many  factors  contribute  to  personaliza'on?   3.  Learning  science   What  theories  and  research-­‐backed  ideas  are  incorporated?   4.  Assessment  level   Are  assessments  just  mul'ple  choice?  Are  there  games?  Ac'vi'es?   5.  Metacogni've   Is  confidence  a  component  of  the  experience  in  addi'on  to   accuracy?   46  
  • 47. “Authoring  Experience”  Alribute   Descrip%on   1.  Bulk  upload,  content  inges'on   Is  it  possible  to  bulk  upload  content  and  organize  it  quickly?   2.  Content  effec'veness  data     Does  the  interface  support  content  effec'veness  data  down  to  the   granular  level  of  the  learning  object?   3.  Assessment  types   How  may  ques'on  types  are  supported?  What  levels  of  Bloom’s   taxonomy  are  reached?   4.  Content  cura'on   How  easy  /  difficult  to  manage  content?   5.  Subject  range   Is  the  plaVorm  content  agnos'c?  Can  it  truly  support  both   “hard”and  “som”  subjects?   6.  Instruc'onal  design  advice   Are  instruc'onal  design  best  prac'ces  and  'ps  surfaced  readily  in   product?   7.  Ease-­‐of-­‐use   How  intui've  is  the  interface?  How  much  training  is  required?   47   Authoring Experience
  • 48. Business  Opera%ons  and  Service   Alribute   Descrip%on   1.  Enterprise  grade  security   Do  security  standards  meet  requirements?     2.  Proven  efficacy   Are  measurable  results  available?   3.  Speed   How  quickly  can  the  plaVorm  make  content  adap've?   4.  Scalability   How  scalable  is  the  authoring?   5.  Integra'on   Can  you  integrate  the  plaVorm  with  any  LMS?   6.  Service  and  maintenance   Is  service  holis'c  and  consulta've?  Does  it  include  all  steps  from   prototyping  to  training  and  support?   7.  Pricing   Is  pricing  flexible?  Does  it  work  for  organiza'ons  of  different  sizes?   8.  PlaVorm  localiza'on   Can  you  author  in  mul'ple  languages?     48   Business operations and services
  • 49. MHE adaptive leverages investment in science and technology $175M+ per Year in Digital Platforms 2012 DPG Formed 2017 Organic   investment   450 Engineers, etc 200 Enginee rs, etc $ 1,600+   Adap've  products   4,000   Authors  trained  to  use  MHE  Adap've   5,000,000   Learners  using  MHE  Adap've   10,000,000,000   Data  Layer  Interac'ons   MHE  Adap%ve   Acquisi%on   User  Knowledge   49  
  • 51. We exist to unlock the full potential of every learnerQuestions? Write to me: Geoff.Broderick@mheducation.com 51  
  • 52. #CLOwebinar         Register for the next webinar! Surviving the New Skills Economy Tuesday, May 15th, 2018 Webinars start at 2 p.m. Eastern / 11 a.m. Pacific Register for all upcoming Chief Learning Officer Webinars at clomedia.com/webinars