Be Strategic: Establish a Learning Council Ruhe Hao and John Heun TIAA-CREF

Learning Council Pre-work Kickoff Surface Prioritize Do Govern Report Assess

What are the conditions that could lead to the need for a Learning Council?

1.No picture of learning investment 2.No portfolio view of learning requests 3.No clear alignment to strategy 4.No prioritization of requests 5.First come-first serve 6.Requests come from all over 7.Learning overload 8.Training fixes all mentality

When starting something like a Learning Council in your organization: 1.What actions do you think you need to take? 2.What stakeholders do you need to involve?

1.Socialize and gain acceptance of the concept with HR 2.Identify a logical executive sponsor from the business area 3.Share idea with the executive sponsor 4.Work with executive sponsor to designate a lead contact 5.Determine the makeup of the council and who will be members 6.Determine kickoff date 7.Plan the agenda Pre-work Kickoff Surface Prioritize Do Govern Report Assess

What would be on the agenda for the Learning Council kick-off meeting?

Purpose: Level-set the reason and why the representatives are here Agenda: 1.Who are the IT Learning Council representatives? 2.How does the Learning Council align to our mission, vision and values? 3.Why did we create a Learning Council? 4.What does a Learning Council do? 5.What are the guiding principles for decision-making? 6.What are our roles and responsibilities? 7.How will the process work? 8.What has been requested and being worked on? 9.Is learning an investment or a cost? 10.What are our next steps? Pre-work Kickoff Surface Prioritize Do Govern Report Assess

Learning council members reach out to gather training requests to be prioritized by the council Request types: One page project charter Request with description sent in advance of the next meeting  Pre-work Kickoff Surface Prioritize Do Govern Report Assess

Why should a project team come to the Learning Council with a project charter?

Problem Statement/ Opportunity Business Case Business Goals & Objectives IT Strategy (‘x’ next to one) Put the Customer FirstDeliver Excellence Project Type (‘x’ next to one) Regulatory/MandatoryCareer/Leadership Development Does this initiative have budget? Y Value Our PeopleTake Personal AccountabilityStrategic InitiativesIn-flight/Ongoing (BAU) N Scope In ScopeOut of Scope Metrics Key MetricBaselineSuggested ImpactKey Milestones & ScheduleImpacted Audience UnitJob Roles# of Employees Phase/Event Start Date End Date Project Team Project Sponsor:Learning Director:Ruhe Hao Project Manager:Learning Consultant:John Heun SMEs:Instructional Designer/Developer:TBD Marketing:Learning Facilitator:Paul Molaro Legal:Corie PaulingLearning Operations:Tom Farrell Compliance:HRBPs:Frank Paparella, Roseann Paladino, Rick Stanula Communications:Jaclyn BerrymanTMBPs:Jon Dimalanta and Nancy Schreiber Business Sponsor:Other:

CriterionLogic GradingWeighting Type of Project Compliance/Reg = 4 Strategic = 3 Leadership Devpt = 2 Ongoing Capability = 1 3 Revenue Impact High = 4 Medium = 2 Low = 1 None = 0 2 Technology Systems Impact High = 4 Medium = 2 Low = 1 None = 0 1 Audiences Impacted Enterprise = 4 IT = 2 Limited IT = 1 None = 0 2 Direct Client/Customer Impact External = 4 Internal = 2 Limited Internal = 1 None = 0 3 Cost of the training investment High Cost = -2 Medium Cost = -1 Low Cost = 1 No Cost = 2 2 Cost of the initiative the training supports High Cost = 4 Medium Cost = 2 Low Cost = 1 No Cost = 0 1 Risk Impact High = 4 Medium = 2 Low = 1 None = 0 2 Time Frame Short (within 3 months)= 4 Medium (3-6 months) = 2 Long (6-12 months) = 1 Open-ended (no defined date) = Decide: 1.Criteria 2.Scoring method 3.Weighting 2.Build the prioritization spreadsheet Pre-work Kickoff Surface Prioritize Do Govern Report Assess

What are some other possible criteria for a business area you serve?

1.Use the description and/or the Project Charter to score the requests 2.Sort the spreadsheet by weighted score 3.Gain agreement on the prioritized list Pre-work Kickoff Surface Prioritize Do Govern Report Assess

4.Disposition the non-top scoring items and communicate the results and alternative recommendations Pre-work Kickoff Surface Prioritize Do Govern Report Assess

Why is it important to communicate the request’s disposition to the project sponsor/requestor?

1.Conduct business analysis to identify root cause in performance gap 2.Run the learning process to: Project Manage Pre-work Kickoff Surface Prioritize Do Govern Report Assess

1.Share accomplishments 2.Review the project pipeline 3.Report critical project status, risks and issues IntakeAnalysisDesignDevelopmentImplementationEvaluation 3 Projects1 Project3 Projects2 Projects1 Project IT ITSM - Change Management Course Conversion IT SDLC Overview IT Thinking Hats IT IT Culture Change Cascade for CWs IT ITSM - Incident Management Course Conversion IT IT Change Alerts - Change Agent Express IT Career Path Framework IT Field Foundation Program User Training: Phase 2 IT Field Foundation Program User Training: Phase 1 IT Siebel Open UI Prioritization IT InfoSec Privileged User Training 2014 IT IT New Hire Orientation and Onboarding Program IT ITSM - Problem Management Course Conversion IT TA Program Training Enhancements IT Atom Overview Ad hoc Pre-work Kickoff Surface Prioritize Do Govern Report Assess

Govern the process Legend: Orange: Build/Maintenance Green Light: Deploy Green: Implement/Run Legend: Orange: Build/Maintenance Green Light: Deploy Green: Implement/Run 4.Review learner impact Pre-work Kickoff Surface Prioritize Do Govern Report Assess

Govern the process 5.Take action items Pre-work Kickoff Surface Prioritize Do Govern Report Assess

Why should you report accomplishments and action item status to the Learning Council?

1.Prioritize any surfaced learning requests 2.Rebalance the portfolio 3.Go-no go on existing run items Pre-work Kickoff Surface Prioritize Do Govern Report Assess

Why should you share the results of project outcomes with the Learning Council?

Report on: Lessons learned from project wrap-ups Change in metrics indicated in initial project charter ROI as needed (dependent on size of project investment) Pre-work Kickoff Surface Prioritize Do Govern Report Assess

1.Use learning council reps to review the process with LOB units 2.Collaborate with business area communication teams to develop a holistic communication plan 3.Present results periodically to executive leadership team

Projects are still tracked that: 1.Have budget can circumvent prioritization 2.Are run by the business Pre-work Kickoff Surface Prioritize Do Govern Report Assess

What will be the benefits to your organization of implementing a learning council where appropriate?

Some of the benefits we are seeing… 1.No picture of learning investment 2.No portfolio view of learning requests 3.No clear alignment to strategy 4.No prioritization of requests 5.First come-first serve 6.Requests come from all over 7.Learning overload 8.Training fixes all mentality 1. Learning investment captured 2. Full portfolio view of all training taken within and outside of org 3. Linkage to business strategy 4. Ongoing prioritization of requests 5. Funnel for requests in the business 6. All requests come through council 7. Learning scheduled and planned 8. Training when necessary

Be Strategic: Establish a Learning Council Ruhe Hao and John Heun TIAA-CREF