This document discusses curating learning experiences to ensure change success. It defines curating as "to take charge of" or "to organize." It then outlines a four step process to curate: 1) inform users with content, 2) validate understanding with assessments, 3) analyze data to identify gaps, and 4) intervene with additional learning as needed. The document provides examples of when to curate, such as during a project rollout or for ongoing adoption. It also gives an example use case of curating learning for retail employees adopting new software. The overall message is that curating customized learning experiences can help drive adoption and ensure change success.

1. Curate Learning
Experiences to Ensure
Change Success
June 29, 2016
Shirley Mathai
Product Marketing Manager, ANCILE
Dave Lingg
Product Owner. ANCILE uAlign

2. 2
Agenda
1. Why Curate
2. How to Curate
3. When to Curate
4. Who is Curating

3. 3
• All phones are muted upon entry.
• For direct questions, please use the
WebEx Q & A panel.
• The webinar recording will be posted on
the ANCILE Intelligence Hub.
Webinar Housekeeping

4. 4
Why Curate
“To take charge of” or “to organize”

5. 5
Change Challenges
Something Else – Please
Describe
“I’m creating learning
programs, but still finding that
my users are struggling with
adopting change.”
“I need validation that
my users understand.”
“I need to know what my users
don’t understand so I can
steer them in the right
direction.”
1 2
3 4

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Ongoing journey  Content + Communications
Source: Thalheimer, W. (2006, February). Spacing Learning Events Over Time: What the Research Says
Quantifiable value of
increasing and maintaining
user adoption throughout
the change life cycle
User
Proficiency
Time
Project Sustainment
Forgetting
Curve
Learning
Curve

7. 7
How to Curate

8. 8
Four Steps to Curating Learning Experiences
Manage Change
&
Drive Outcomes
Anytime, Anywhere
Inform
Validate
Analyze
Intervene
1
2
3
4

9. 9
Content Creation
& ManagementValidated
Communications
Use SCC to “Push” SPP content
What type of SPP content?

10. 10
Inform

11. 11

12. 12

13. 13
Validate

14. 14
Assessment
Survey

15. 15

16. 16
Analyze

17. 17
Are users engaged? Do they “get it”?
Message Status

18. 18
Are important topics well understood or
commonly misunderstood?
Message Response

19. 19
User Reports

20. 20
Assessment Reports

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For Users
Overall Message Completion %
Overall On-Time %
Overall Average Score %
Per Stream Message Completion %
Per Stream On-Time %
Per Stream Average Score %
Aggregate Message Completion %
Aggregate On-Time %
Aggregate Average Score %
For Authors
Overall Message Completion %
Overall On-Time %
Overall Average Score %
Stream Message Completion %
Stream On-Time %
Stream Average Score %
View Campaign Progress Report
View Message Status Report
View Message Response Report
For Admins
User Details Report
Summary Report
Assessment Report
+ Author Reports
+ User Reports
+ User Reports
^ Stream = “Channel” or “Campaign” for which the author has author-privileges
Metrics & Reports Summary

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Intervene

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Inform Again…
Easily push consistent, targeted, and
relevant messages
Confirm understanding
in real-time with
assessments
Aggregate data to confirm
“readiness” or expose “gaps”
Intervene to
achieve desired
outcomes
Manage Change
&
Drive Outcomes
Anytime, Anywhere
Inform
Validate
Analyze
Intervene
Repeat

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When to Curate

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Project Rollout & Adoption Ongoing Adoption Internal Communication
External Communications New Employee Onboarding Compliance
1 2 3
4 5 6
“Rollout
project on time
and within
budget.”
“Post-rollout,
build
proficiency for
the long term.”
“Communicate
to employees,
wherever they
are.”
“Communicate
to extended
enterprise (non-
employee),
wherever they
may be.”
“Standardize
how new team
members
come on
board.”
“Maximize
safety and
minimize
financial risks.”
Project Sponsor Business Owner HR / Line of
Business
Business Owner
HR Department
Compliance
Officer
When to use SPP & SCC to Curate Learning Experiences

27. 27
Live Poll
Which of these change scenarios is most applicable in your organization?
(Check all that apply.)
 Project Rollout and Adoption – initial change rollout
 Ongoing Adoption – enabling adoption post-rollout
 Internal Communications – with employees (geographically dispersed)
 External Communications – with non-employees (remote or in the field)
 New Employee Onboarding - new company or new role
 Compliance – mitigate risks

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Who Is Curating

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Use Case:
Software Adoption
• New software being rolled out.
• Enabling retail team members
in a customer-service-first
environment
• Site visits to all store locations
too costly and time-consuming
• “How do I confirm
readiness and adoption?”
The challenge The solution
• Using Content (SPP) and
Communications (SCC), curate
learning experiences to confirm
readiness and ensure ongoing
adoption and change success.

30. 30
Wrap-Up
1. Why Curate
2. How to Curate
3. When to Curate
4. Who is Curating
“To take charge of” or “to organize”

31. 31
Q&A
Curate Learning
Experiences to Ensure
Change Success

32. 32
Let’s Continue the
Conversation!
Vasu Desikachary
vasu.desikachary@ancile.com
(416) 625-5016
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