1. Performance-Based Development and Learning: Closing the Loop The audio will automatically stream through your computer speakers. To join the teleconference (optional), please dial: Toll Free: 1.866.469.3239 Access Code: 664 758 312 # You will be listening to music until the webinar begins. #CLOwebinar

2. Performance-Based Development and Learning: Closing the Loop Speaker:Stephan Millard Director Product Marketing, SumTotal Systems, Inc. Moderator: Daniel Margolis, Managing Editor, Chief Learning Officer Magazine #CLOwebinar

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11. Performance-Based Development and Learning: Closing the Loop Daniel Margolis Managing Editor Chief Learning Officer magazine #CLOwebinar

12. Performance-Based Development and Learning: Closing the Loop Stephan Millard Product Marketing Director SumTotal Systems, Inc

14. RESULTS OF SUCCESSFUL PROCESS INTEGRATION

15. STRATEGIES & TACTICS: HOW TO IMPLEMENT TALENT-BASED LEARNING

16. “CLOSING THE LOOP” TO IMPROVE DECISION MAKING

17. WHAT TO DO NOW?

20. Performance goals linked to organizational goals

21. Competencies used for job profiles

22. 360 feedback to highlight gaps

23. Skill gaps identified

24. Learning priorities based on performance goals & from identified skill and competency gaps

25. Learning includes blended solutions

26. Systems enable SME’s to easily contribute content

28. Greater Maturity = Higher Return Rate

30. InformationArchitecture

31. BusinessAnalytics

32. Rich MediaNew Media

33. PerformanceConsulting#3 #1 #2 #5 #4 All Organizations Top 10% in Impact High Impact Learning Practices© Bersin, 2009, 1000+ respondents www.bersin.com/hilp

34. How are Businesses Linking Learning to Talent Management Many organizations are integrating talent management & learning applications

35. How Linking Applications Gives Strategic Value Integrated Workforce Analytics Learning Management Single Record for all Learners Drive Compensation Incentives for Learning Succession Based Learning Integrated HRMS provides one unified record with all info, for better reporting Speed On-Boarding Automatically push on-boarding & learning plans to new employees Use learning compliance / completed courses as data points that can drive compensation Link learning plans to development goals for employees Link Learning to Development Improve Social / Informal Learning Improve Talent Mobility Link learning activities to positions to succession plans for high-value employees Tie learning plans to career paths employees wish to pursue Facilitate dialogue with Forums for courses; use Wikis to push out pre-work;Blogs to share info

36. POLLING SLIDE: Are you integrating learning with the other parts of HR? Learning Integrated with Recruiting Learning Integrated with Performance Learning Integrated with Development Learning Integrated with Succession Learning Standalone only *Select all that apply

37. Technology Requirements for Talent Based Learning Complete set of TM/LM/HR Applications HRMS, Recruiting, Development, LMS, Performance, Goals, Compensation, Succession Imbedded Analytics & Reporting Service Feature rich tool, Business-user friendly, Flexible delivery Shared Core Services Single user experience ,Security, User management, Workflow Single Data Source HR record, Talent data, Learning data, Competencies, Job profiles

39. Key org. competencies

40. Job profiles

41. Talent profiles

42. Establish rev. related goals

43. Establish key org. goals to track

44. Establish Performance

45. Align individual goals

46. Align individual competencies

47. Align learning to development

48. Create / import content

49. Establish benchmarks

50. Create analyticsCONFIDENTIAL 16

51. Keys to a Successful Technology Rollout Executive sponsorship & Governance Business-driven (but with IT’s help) Well defined goals, scope, and plan Focus on configuration (vs. customization) Open communication Training & end user adoption Organizational change management Vendor partnership

52. Integrated Infrastructure Business Results Business Impact Completeness Employee Results Integrated Learning Training : Performance Training : Sales Course Results LMS Reports Kirkpatrick Score Competency Prof. Single point solutions Course SurveysHighly subjective No direct correlations AttendanceLittle / no Business Value Integrated Learning Analytics LMS Reports Course Reports Effectiveness of Metrics to Measure Business Impact

53. Measuring Results: What are the Metrics / Analytics?

55. Today’s metrics are largely tactical

57. Sales Example: Competencies vs. Sales Bookings

58. Manufacturing Org Goal Achievement vs. Training Scores 5 5 5 1 9 8 8 5 1 8 5 2 1 15 8 2 Goal Achievement: 20% reduction in Manufacturing error rate vs. Avg. Test Scores on 4 courses Exceed 94 % met or exceeded the goal Met Goal Achievement Close 72% did not Achieve goal Miss >60% 80% 100% 90% 70% Avg. Test Scores

59. Performance Based Learning: Calculating Return on Investment *Use correlation to show relationship between training and result

60. Near Term Tactics Focus: Current year business goals & group to focus on Pick Competencies: What are 2-3 key competencies that can improve success at goal Performance Process: Get engaged in before / after performance scores for your target audience Execute: Execute your learning program(s) Measure: Look at before / after measures against performance / goal attainment to see success Don’t Boil The Ocean

62. 98% Customer Retention

63. 20+ years of Domain Experience

64. Rapidly Scalable Global Infrastructure

65. Profitable with Consistent Growth

66. Significant Financial Backing

67. Long-standing Global Customer Community

68. Offices in US, Europe, India, China, Japan, & Australia

70. 4+ Years in the Leader’s Quadrant (Gartner)Gartner Magic Quadrant for Corporate Learning Systems Rated “Visionary”(Gartner EPM MQ)“…well-suited for global organizations seeking best-in-class…functionality” Highest Rated Overall (Bersin TM Systems) “…best-suited to support the needs of large, multinational organizations that are seeking a well-integrated and global solution” Highest Rated Overall(Ventana Total Compensation)“The top supplier, based on the weighted factoring of the seven product and customer assurance categories…” Highest Rated in Product Offering (Forrester TM)“...among the leaders for integrated performance & compensation solutions” Highest Score Among All Vendors (Forrester)Forrester Wave for Enterprise Learning Suites” Highest Rated Overall (AMR Strategic HCM)“...the broadest and most mature application suite in the strategic HCM specialist space” Most Innovative - Recognized as Leader by Analysts

71. Summary Performance based development & learning delivers measurable results It is also better aligned to the overall business results Start by looking at several key process integrations Integrated technology is key to addressing the challenge Pick metrics that show relevance to your business Near term: Don’t try to boil the ocean

72. Questions & Answers Visit us at www.sumtotalsystems.com and through these social channels: @SumtotalSystems http://www.linkedin.com/groups?home=&gid=45382 http://www.facebook.com/SumTotal.Systems

73. Join Our Next CLO Webinar! Thursday, February 3, 2011 What to Consider When Designing Content for Adaptive Learning CLO Webinars start at 2 p.m. Eastern / 11 a.m. Pacific Register at www.clomedia.com/events Join the CLO Network: http://network.clomedia.com/ #CLOwebinars