Defining Your Social Learning Strategy

MZINGA l #1 IN ON-DEMAND SOCIAL SOFTWARE l

Presented by •David Mallon, Bersin & Associates Principal Analyst•Dave Wilkins, Mzinga Sr. Director of Product Strategy

Defining Your Defining Your Social Learning StrategySocial Learning Strategy

www.mzinga.com l May 2009


About The Presenters

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David MallonBersin & Associates Principal Analyst•Directs firm’s research in enterprise learning.•A decade of experience in all aspects of learning and OD on both the practitioner and provider sides.

[email protected] l Twitter: @da5idm l LinkedIn: dmallon

Dave WilkinsMzinga Senior Director, Product Strategy

•Published author and national speaker at 40+ conferences•More than 12 yrs in the learning industry- strategy, design, development

[email protected] l Twitter: @dwilkinsnh l Facebook, LinkedIn: dwilkinsnh

MZINGA l #1 IN ON-DEMAND SOCIAL SOFTWARE l 3

Session Follow-Up

After the event, the following materials will be made available to all of you:

• Presentation slides

• SlideCast recording

• Chat transcript

Social learning is about engaging each other & sharing ideas… so the best way to understand it, is to just do it!

Don’t feel limited: Join in the chat & feel free to tweet about our discussion using either #mzinga or #bersin (or both) to tag your posts.

We also know some of you will prefer to listen; that’s cool too.

We’d Love Your Participation


Our Agenda Today

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Where Does ‘Social’ Fit Within the Learning Framework?

Business Use Cases & Examples• Initiative-level examples• More strategic / Division or Functional-level examples• Full-on, diving in head-first examples

Q&A


Bersin & Associates Enterprise Learning Framework

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Bersin & Associates Enterprise Learning Framework

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Yes, but “Will it Blend?”

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Will It Blend? - Formal + Social Learning = Reality


Another Piece to the Puzzle

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Who creates the content?Where is the expertise?

Jay Cross and Harold Jarche

Many : Many

One : Many


How Does Learning Become Social?

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Embedded Model

WBT Page

Comments

Discussion

WBT Page

“Open” Blog

WBT Page

Ratings

WBT Page

YouTubeRSS Feed

WBT PageWBT Page

Chat?

Putting the “social” back into instruction

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Ideas

Blogs

Discussions

Chat

Formal LearningFormal

Learning

Library

Social Networking

Social Media *about* learningPut the “social” into any learning experience

Social Media *as* learningSocial exchanges and formal are the learning

Amazon and Community Models

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Audience & Challenges

Learning Program

Social Learning “Initiative”

Audience

• Young sales team (avg. age: < 35 yrs)

• Highly competitive, mostly male

Challenges:

• Learn the new system quickly & effectively

• Improve overall sales results, particularly cross- and team-selling

• Capture new and emerging best practices from the field

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• Sales team training of a Siebel rollout a large financial services firm


Approaches


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Formal • Mandatory Web-based Training (WBT)

• “Show me” and “Let me try” simulations of common tasks

On-Demand

Social

Embedded• Help Systems and Job Aids• Coaching from team leads

• Blog dedicated to the rollout• Discussion board for FAQ’s• Comments and blogs *in* the

WBT to share best practices• Profiles in Phase 2

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Tools & Technology

Disciplines


• Typical Instructional Design: task analysis, audience analysis, etc.•Moderation• Facilitation• Competition management: incentives,

rewards, rules• Technical writing and social writing: blogs,

comments…

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•Mzinga Social Learning Suite with SCORM tracking•Mzinga Publisher – social course authoring• Flare – Help technology


Culture


• Very competitive, yet team-based

• Executive buy-in to initiative

• Community and social elements seen as key to this transition

• Reward models in place to help affect behavior change

• Initiative-level project viewed as proof-of-concept for broader adoption of social media and networking

• Compliance officer is proponent of social technology because of it’s transparency

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Learning Program

Social Learning

Audience

• Wide variance in ages / classic generational divide.

• Little time for training.

Challenges:

• Job getting more complex, harder to prepare for.

• Changes in demographics forcing KM crisis.

• Sheer amount of info needed becoming unmanagable.

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• Bank Examiners

• New Hire

• Ongoing


Approaches

Blended Social Learning

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Formal • Structures “schools” including classroom and WBT• Simulations

• Knowledge Bases• “Lessons Learned”• “Coach on the Go”

On-Demand

Social

Embedded• After Action Reviews• Knowledge Sharing built into

PM process

• Communities of Practice• Collaboration Days


Tools & Technology

Disciplines


• Typical Instructional Design: task analysis, audience analysis, etc.• Facilitation• Community Management• Knowledge Management•Media Development

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• Home built knowledge management system.• Home built simulation tools.• Commercial enterprise social software

platform


Culture


• Chief Culture Officer

• Institutionalized knowledge sharing

• Collaboration Days

• Rotating Business Leaders into Learning

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Learning Program

Social Learning Environment

Audience

• Young sales team

• Always out of the office

• Highly competitive

• Short on attention / “allergic to training”

Challenges:

• Struggling to develop formal learning fast enough / cheaply enough to meet business demands.

• Content not close enough to time of need.

• Sales team not closing sales because of lack of knowledge.

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• Ongoing training for Sales team


Approaches


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Formal• Web-based Training (WBT)• Occasional Classroom (ILT)• Formal accreditation

• Knowledge Bases•Mobile

On-Demand

Social

Embedded• Performance Support

• SUN Learning eXchange• social learning environment• User gen content (youtube)


Tools & Technology

Disciplines


• Community Management• Blogging/Online Publishing•Moderation• Rich Media Development

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• Home built social learning platform•Mobile devices


Culture


• Designed to be self-sustaining

•Open structure

• Leveraged “Number 1s”

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Putting It Into Practice

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Following Bersin & AssociatesRegular updates on research, findings, and news

Our Analyst Blogshttp://blogs.bersin.com/davidmallon(add analyst name to find otherindividual blogs)

Our LinkedIN Grouphttp://www.linkedin.com/e/gis/166968

Our Twitter Feedhttp://www.twitter.com/bersin

Research Available Free to Trial Membershttp://www.bersin.com/research Primer on Social Networking in Enterprise

Learning and Talent Management Bersin & Associates Enterprise Learning

Framework ®

COMING SOON!High Impact Learning Practices ®

The Operating Guide to the Modern Learning Function


Resources

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Below are some of the resources and information that have shaped our presenters’ thinking on the subject of social learning, along with some suggested next steps to help you gain necessary experience with these emerging technologies.


Thank You!Thank You!

www.mzinga.com l February 2009

Education

Defining Your Social Learning Strategy