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+ 
Wayne Robertson 
Business case to “go live” – 
an LMS implementation success story
+Corporate strategy – the vision
+Corporate strategy – the challenge 
• Pressure to reduce training time away from desks 
• Cost minimisation and learning budget cuts 
• Seeking efficiencies 
• Automation and “self service” 
• Improved performance of learners 
• Quality customer outcomes 
• Learning focused on real scenarios 
• Increase in learning uptake 
• Improvement in engage survey scores
+ A complex path to success 
• Multiple unsatisfactory legacy systems in 
place 
• Highly regulated, complex, financial services 
industry 
• Curriculum build in progress across several 
business functional areas 
• Multiple learner groups in multiple business 
units and distribution channels 
• Offshore outsource partner 
• Varying learner skill levels 
• Desire for multiple learning delivery methods 
• Desire to make learning available to external 
business partners
+ 
Defining LMS requirements 
Configurat 
ion not 
customisat 
ion 
Cloud-based 
Wide variety 
of learning 
delivery 
methods 
Both Internal 
and External 
audiences 
User-friendly 
and low-administra 
tion 
Push and pull 
learning 
content 
Reporting 
and 
Dashboards
+Business and learning outcomes 
• Reduced administrative burden, increased efficiency 
• Improved reporting capability and data quality 
• More tracking of learner activity and learner completions 
• Better regulatory compliance rates 
• Increased learning content available for learners 
• Clearer links between role and career development 
• Increased employee satisfaction survey scores
+Understanding your learners 
7 
• Connected and comfortable with technology, agile and 
innovative 
• Expectation that workplace technology will function in the 
same way as personal smart devices 
• Explore for knowledge by “asking Google” 
• Sharing ideas and updates via social media is normal and 
expected 
• Comfortable to learn from each other and in compressed 
time frames 
• Skills and capability development are more meaningful than 
“information dumps”
+ The big picture 
When considering an LMS implementation take a future focused 
approach 
• Consider an E2E Human Capital Management system (Hire to Retire) 
to gain rich insights from the components of the HCM 
• Configure your LMS as a “helping hand” (not as a “disciplinary 
manager”) to guide learners 
• Consider defining and implementing competency frameworks: 
• Recruiting for role requirements 
• Providing learning for role specifics 
• Development planning and career discussions 
• Leverage insights for manager / learner coaching discussions 
• Design and build surveys and assessments
+ Configuration Workshop 
Getting to grips with “you don’t know what you don’t know….” 
Ensure your implementation plan has sufficient “configure and build” time to carefully consider: 
• User Management – adding, changing learners 
• Learning Management – online content; instructor led; experiential learning; virtual classrooms 
• Physical resources, locations and scheduling of instructor led sessions 
• Security and logon considerations 
• Learning completion status – pass / fail / incomplete, in progress 
• Automatic processes for assigning core content 
• Reporting, marking attendance, surveys 
• Access restrictions within the system 
• Value added components – social, mobile
+ User Acceptance Training 
!• 
User uploads and learning history 
• Data quality and cleansing 
• Security testing 
• Creating new learning items 
• Assigning learning 
• Reporting 
• Notifications 
• User experience 
• ADMINISTRATIVE FUNCTIONALITY
+Celebrating Success 
Achieved 
• On Time 
and Under 
Budget 
• Complianc
+Where to from here? 12 
• Social learning 
• Peer collaboration groups 
• Discussion groups 
• Feedback, coaching and mentoring frameworks 
• “On the job” experiences 
• Wiki’s and forums 
! 
• Elective “pull” content in addition to core corporate learning 
• Curated learning and external content 
• Links to frameworks, development plans and career paths 
• “Knowledge” versus “content”
+A fresh look at learning 
• Bring Your Own Device (BYOD) 
• Designing learning for multiple interfaces (HTML5) 
• TinCan 
• Any device any place and time (ADAPT) 
• Utilising LMS Mobile capability 
• Immersive, interactive, engaging content 
• Catering for different learning styles 
• Bite size learning interactions 
!
+ Questions 
waynerobertson@me.com 
Wayne Robertson 
WRobertsonAus

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Wayne Robertson_From business case to go live_LMS

  • 1. + Wayne Robertson Business case to “go live” – an LMS implementation success story
  • 3. +Corporate strategy – the challenge • Pressure to reduce training time away from desks • Cost minimisation and learning budget cuts • Seeking efficiencies • Automation and “self service” • Improved performance of learners • Quality customer outcomes • Learning focused on real scenarios • Increase in learning uptake • Improvement in engage survey scores
  • 4. + A complex path to success • Multiple unsatisfactory legacy systems in place • Highly regulated, complex, financial services industry • Curriculum build in progress across several business functional areas • Multiple learner groups in multiple business units and distribution channels • Offshore outsource partner • Varying learner skill levels • Desire for multiple learning delivery methods • Desire to make learning available to external business partners
  • 5. + Defining LMS requirements Configurat ion not customisat ion Cloud-based Wide variety of learning delivery methods Both Internal and External audiences User-friendly and low-administra tion Push and pull learning content Reporting and Dashboards
  • 6. +Business and learning outcomes • Reduced administrative burden, increased efficiency • Improved reporting capability and data quality • More tracking of learner activity and learner completions • Better regulatory compliance rates • Increased learning content available for learners • Clearer links between role and career development • Increased employee satisfaction survey scores
  • 7. +Understanding your learners 7 • Connected and comfortable with technology, agile and innovative • Expectation that workplace technology will function in the same way as personal smart devices • Explore for knowledge by “asking Google” • Sharing ideas and updates via social media is normal and expected • Comfortable to learn from each other and in compressed time frames • Skills and capability development are more meaningful than “information dumps”
  • 8. + The big picture When considering an LMS implementation take a future focused approach • Consider an E2E Human Capital Management system (Hire to Retire) to gain rich insights from the components of the HCM • Configure your LMS as a “helping hand” (not as a “disciplinary manager”) to guide learners • Consider defining and implementing competency frameworks: • Recruiting for role requirements • Providing learning for role specifics • Development planning and career discussions • Leverage insights for manager / learner coaching discussions • Design and build surveys and assessments
  • 9. + Configuration Workshop Getting to grips with “you don’t know what you don’t know….” Ensure your implementation plan has sufficient “configure and build” time to carefully consider: • User Management – adding, changing learners • Learning Management – online content; instructor led; experiential learning; virtual classrooms • Physical resources, locations and scheduling of instructor led sessions • Security and logon considerations • Learning completion status – pass / fail / incomplete, in progress • Automatic processes for assigning core content • Reporting, marking attendance, surveys • Access restrictions within the system • Value added components – social, mobile
  • 10. + User Acceptance Training !• User uploads and learning history • Data quality and cleansing • Security testing • Creating new learning items • Assigning learning • Reporting • Notifications • User experience • ADMINISTRATIVE FUNCTIONALITY
  • 11. +Celebrating Success Achieved • On Time and Under Budget • Complianc
  • 12. +Where to from here? 12 • Social learning • Peer collaboration groups • Discussion groups • Feedback, coaching and mentoring frameworks • “On the job” experiences • Wiki’s and forums ! • Elective “pull” content in addition to core corporate learning • Curated learning and external content • Links to frameworks, development plans and career paths • “Knowledge” versus “content”
  • 13. +A fresh look at learning • Bring Your Own Device (BYOD) • Designing learning for multiple interfaces (HTML5) • TinCan • Any device any place and time (ADAPT) • Utilising LMS Mobile capability • Immersive, interactive, engaging content • Catering for different learning styles • Bite size learning interactions !
  • 14. + Questions waynerobertson@me.com Wayne Robertson WRobertsonAus