© State Parkway Partners, LLC Strategic Learning Management Creating a Balanced Portfolio of Learning Investments

© State Parkway Partners, LLC It is essential to start with an annual learning plan for each business unit. 2

© State Parkway Partners, LLC Agenda Identifying learning needs Developing learning solutions Executing an ongoing plan 3

© State Parkway Partners, LLC Align L&D Expenses to Business Strategies 4 Strategic Capabilities Operating Capabilities Individual Competencies Workforce Talent Plan Ability to Execute Process “A”Process “C”Process “B” Strategy Culture & Competencies Talent Management Processes Recruiting On-Boarding Performance Management Total Rewards Leadership Development Learning and Development Career Development Succession Planning Values Work Life Balance Communications Performance Support Measures

© State Parkway Partners, LLC Align L&D Investments to Business Strategies Strategic Capabilities Operating Capabilities Individual Competencies Workforce Talent Plan Ability to Execute Process “A”Process “C”Process “B” Strategy Culture & Competencies Talent Management Processes Recruiting On-Boarding Performance Management Total Rewards Leadership Development Learning and Development Career Development Succession Planning Values Work Life Balance Communications Performance Support Measures

© State Parkway Partners, LLC Align L&D Investments to Business Strategies Strategic Capabilities Operating Capabilities Individual Competencies Workforce Talent Plan Ability to Execute Process “A”Process “C”Process “B” Strategy Culture & Competencies Talent Management Processes Recruiting On-Boarding Performance Management Total Rewards Leadership Development Learning and Development Career Development Succession Planning Values Work Life Balance Communications Performance Support Measures

© State Parkway Partners, LLC Align with the Integrated Talent Plan 7 Recruiting L&D HRG Total Rewards Workforce Planning Business EVP Business EVP Business VP Business VP Business VP Business VP Business Director Business Director Business Director Business Director

© State Parkway Partners, LLC Agenda Identifying learning needs Developing learning solutions Executing an ongoing plan

© State Parkway Partners, LLC Build a Balanced Portfolio of L&D Investments 9 Company Knowledge Generic Knowledge Run The Business Advance The Strategy 40% 30% 20% 10% Q2 Q4 Q3 Q1

© State Parkway Partners, LLC The Challenges Business Units Face Cause Their Portfolios to Differ 10 60% 20%0% 20% 55% 15% 20% 10% 20% 30%40% 10%

© State Parkway Partners, LLC Develop Learning Solutions 11 Strategic Capabilities Operating Capabilities Individual Competencies Workforce Talent Plan ILT Face-to-Face ILT Web Conference WBT Self Study Blended Learning Classroom Simulation Online Simulation Textbook Self Study Facilitated Workshop Structured 1x1 College Programs Coaching Mentoring Job Aids Performance Support Tool Online Expert Locator Online Team Space Online Community Space eCampus Podcasts External Seminars

© State Parkway Partners, LLC Create a Playbook Using a Framework Like Bloom’s Taxonomy or Gagne’s Events of Instruction Benjamin Bloom Modified by Lorin Anderson 2001 Remembering Understanding Applying Analyzing Evaluating Creating Robert Gagne Gain attention Inform learner of objectives Stimulate recall of prior learning Present stimulus material Provide learner guidance Elicit performance Provide feedback Assess performance Enhance retention transfer 12

© State Parkway Partners, LLC Conduct a Task and Impact Analysis 13 TasksImpactKnowledge Type 1. Task AHAnalyzing 2. Task BLRemembering 3. Task CHAnalyzing 4. Task DMApplying 5. Task ELApplying 6. Task FMUnderstanding 7. Task GHCreating 8. Task HHCreating

© State Parkway Partners, LLC Create Cost and Time Estimates Strategy or Operational InitiativeAudience Objective and MeasureSponsorQ Learning Solution Vendor or In- House Cost Assump- tionsEst. Cost Planned Develop ment Time Frame Planned Delivery Time Frame Revised Cost Estimate Revised Develop ment Time Frame Revised Delivery Time FrameRemarks 14

© State Parkway Partners, LLC The Aggregate of Portfolios Becomes the Enterprise L&D Plan and Budget 15 Company Knowledge Industry Knowledge Operations Strategy

© State Parkway Partners, LLC Integrate the Annual Learning Plan with Other Talent Management Initiatives Advance The Strateg y Run The Business Long Term 3 to 5 Years Short Term 1 to 2 Years Pipelines Positions at Risk Pivotal Positions Competency Values Attitudes Behaviors Values Attitudes Behaviors Values Attitudes Behaviors Values Attitudes Behaviors

© State Parkway Partners, LLC Agenda Identifying learning needs Developing learning solutions Executing an ongoing plan

© State Parkway Partners, LLC Each L&D Group Begins Implementing It’s Plan 18 Build Buy Deliver Build Buy Deliver Build Buy Deliver Build Buy Deliver Q1Q2Q3Q4

© State Parkway Partners, LLC Near the End of Each Quarter Review with the Business… 19 InvestmentCostValue New Product WBT $$$,$$$2xCurrnt Cap. New System WBT/ILT $$,$$$$,$$$,$$$ GM Development Program$$$,$$$$,$$$,$$$ CEO Leadership Forum$$$,$$$Successor + Leadership Curriculum$,$$$,$$$Perf Ratings+ 55% 15% 20% 10% Progress on the plan: build, buy, deliver results Quadrant 1 – Strategy Build adds or drops Quadrant 2 – Strategy Buy adds or drops Quadrant 3 – Operations Build adds or drops Quadrant 4 – Operations Buy adds or drops Quarterly report to the Learning Council: Progress on the plan: build, buy, deliver results Changes to plan with business reasons Effect of changes on budget Learning Council: Determines action needed on any progress shortfalls Decides if plan changes should be revisited Decides if budget changes are acceptable or whether other offsets need to be made

© State Parkway Partners, LLC During Q3, Build Next Year’s Annual Learning Plan 20 Q1 Q4 Q3 Q2 Q1 55% 15% 20% 10% Next Year’s Plan

© State Parkway Partners, LLC Maintain a Value Creation Context Visualizes the strategic relevance of the portfolio of learning investments Orients business partner conversations to “value” vs. “demand” Provides cross-department perspective and facilitates enterprise prioritization 21