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Learning 2012 Webinar Series:
  “How PS Changes a Learning Organization"
        Dr. Conrad Gottfredson                                   Bob Mosher
       Chief Learning Strategist          Chief Learning &Strategy Evangelist
                  Ontuitive, US                                 Ontuitive, US
c.gottfredson@ontuitive.com                       b.mosher@ontuitive.com




            Copyright Conrad Gottfredson, Bob Mosher 2012
 How PS Changes a Learning Organization – TODAY!!
  (Recorded!!)
 Success Stories: Examples from those who are making it
  WORD! – Feb. 29th, 1-2 PM EST
 Picking the RIGHT first Project – Mar, 2012
 MSupport: The REAL Mobile Learning – Apr, 2012
 Measuring the Business Impact of Performance Support –
  May, 2012
 Multi Channel Publishing/ Single Source Authoring:
  Authoring Once Outputting to Many – June, 2012
 Is the ADDIE model dead when designing Performance
  Support – Sept,2012
2
               Copyright Conrad Gottfredson, Bob Mosher 2012
EPSS 1.0
                  2.0

    Embedded Performer Support Solution




3
   An “Embedded Performer Support
        Solution” provides intuitive, tailored aid to a
        person at his or her moment of need to
        ensure the most effective performance.”




4
Aligned      to deliver ROI and specific business benefit


    Embedded      in the workflow and readily available at the moment of apply.

                  According to specific roles and varying access needs (role and
    Contextual
                  circumstance)
                  Only what’s needed in the form needed to effectively perform
    Just enough
                  inside the business process
                  with formal learning to compliment and extend current learning
    Integrated
                  investments

      Trusted     and current in every place.


     Scalable     to all audiences and for the lifecycle of the outcome
5
                  Copyright Conrad Gottfredson, Bob Mosher 2012
   Which of the following roles can be found in
    your learning organization?
     CLO – Chief Learning Officer
     Training Manager
     Trainers
     Instructional Designers
     E-Learning Developers
     Other

                 Copyright Conrad Gottfredson, Bob Mosher 2012
   How do you feel these roles change or are
    impacted by the introducing EPSS into your
    training offerings?
       CLO – Chief Learning Officer
       Training Manager
       Trainers
       Instructional Designers
       E-Learning Developers
       Other

                 Copyright Conrad Gottfredson, Bob Mosher 2012
   Instructional Design approach and EPSS
    Engagement Methodology
   Classroom and the Trainer’s Role
   Instructional Designer’s Role




             Copyright Conrad Gottfredson, Bob Mosher 2012
EPSS Project Engagement Model
                       1. Analyze Organizational Impact (Performance Gap Analysis, Business value
Initiate the project      alignment, change impact Analysis)
                       2. Initiate the project plan (change leadership/management
                          planning, stakeholder/governance analysis, )

                       1.   Map the workflow (Rapid Task Analysis, Audience Analysis, Process Analysis)
Scope and proof the    2.   Define the Pyramid (Learning & Reference Asset Analysis)
                       3.   Determine key contexts (Access analysis)
      Project
                       4.   Establish a LEaP Blueprint (CSA,5 decisions, Deliverables Analysis)
                       5.   Proof the Project (Incorporate fundamental principles of PS Design)

                       1.   Set a detailed project plan
   Produce the         2.   Prototype and Assess
     Solution          3.   Author collaboratively within structure
                       4.   Conduct milestone checks


                       1. Rollout the Solution (following the change management plan)
  Implement the        2. Train to independence (Ramp-up/Ramp-down)
    Solution



Measure & Optimize     1. Monitor with metrics
                       2. CroudSource for maintenance and enrichment
   the Solution
                        Copyright Conrad Gottfredson, Bob Mosher 2012
Copyright Conrad Gottfredson, Bob Mosher 2012
Copyright Conrad Gottfredson, Bob Mosher 2012
Process
                                                                          Identified through
                                                 Steps
                                                 (quick/
                                                                          Rapid Task
                                                detailed)                 Analysis (RTA)
                                              Concepts


Brokering these                        Reference Resources
                                      (Documents, Policies, Job
Learning assets need                  Aids, FAQs, Tools, Data, Ca
to be identified &                          tegory Search.)
                                        Learning Resources
brokered                                (Simulations, Learning
                                    Bursts, eLearning Topics, Quick
appropriately based                            Checks)
on the task they are                     Human Resources
supporting                        (Wikis, Blogs, Chat, Social Networks)




                       Copyright Conrad Gottfredson, Bob Mosher 2012
   What is its “new” role in the
         Classroom when considering a
         “5 Moments of Need” approach and
         adding PS to your offerings?




13
               Copyright Conrad Gottfredson, Bob Mosher 2012
   They have to believe that the “support ecosystem” works!
         (tools and culture)
        Expectation setting Before and EARLY in class
          Emails and Prework
          Scripted setup as part of orientation to class
        Provide a Support Framework in class that’s is posted, taught
         and modeled in class
          Post Pyramid/framework – (steps, deeper reference, Related
           Resources, Peers/TL)
          Teach effective coaching skills (Post this)
          Activities support the model moving from guided to unguided
          Support Materials that match the need/context
        Cognitive Apprenticeship
          Effective guiding questions
          Rampup and Rampdown methodology
14
                          Copyright Conrad Gottfredson, Bob Mosher 2012
Instructor Aided Learning




                                                                                         Self-Directed Learning
                                       EPSS
                                                                              Informal
                                   Deliverables                               Learning

                             Support
                             Material
                            Peers



                                 Instructional Time
                              Copyright Conrad Gottfredson, Bob Mosher 2012
What are the “ideal”
 characteristics of a PS
 Developer/Designer?


       Copyright Conrad Gottfredson, Bob Mosher 2012
 A Strong ID Background
 An Open Mind – They need to demonstrate that they can look at
  design differently.
 A Technology Background - specifically around XML. We use XML
  a lot in our PS software because of the design issues, resuse, and
  maintenance involved in PS work - as well as multiple
  modality/output issues
 Consulting/Communication Skills - PS is new for many so they
  will have to play a coaching and consulting role with your
  customer as they educate and guide them through this new
  discipline.
 Strong Project Management Skills - Since they will be working
  with more stakeholders then these ID"s are typically used to
  because of the reuse issue and implementation AFTER the
  training, being a good PM is key.


                 Copyright Conrad Gottfredson, Bob Mosher 2012
Learning Experience and
  Instructional Design              Performance (LEaP) Design




The systematic design of learning     The systematic design of learning
            events                  experiences that may include multiple
                                       learning events and the support
                                      infrastructure to sustain effective
                                                 performance
                                                                            18
Before the Event             During the Event               After the Event



               Prepare for                               Support
 eLearning                                                transfer
               (or bypass)
                 learning                                during &          Coaching
  Blogs           events                                 after lrng
                                                           events
                                                                               Perf
Prescriptive
                                                                             Support
  Assmt                      Problem-Based Learning
                              Authentic job situations
                               Collaborative learning
  Perf                          On the job resources
Support        Vodcasts      Performance-based assmt     Team Activities
                               Performance Support

                                  Reinforcement



                                                                                       19
20
that’s a sure win and can prove the process – “Don’t Boil the
       Pick a Project
                         Ocean!!”

     Choose Software     that brokers, publishes, maintains and scales.


     Proof the Concept to show what it can be and do. Seeing is believing!!!


       Get a Budget      so you can see it through. Commitment follows dollars

        Check your       to optimize development of true blended learning. The
       Methodology       pyramid’s the game changer.


      Shift Ownership    and governance to the lines of business.


21
                          Copyright Conrad Gottfredson, Bob Mosher 2012
• Attend a “Team-based Virtual Workshop” on
  Building Your Own Embedded Performance
  Support Solution – Q2, 2012 – Email if interested
• Join the PS blog and contribute a comment
  Send us an email and we’ll send you and invitation
• Follow-up with us regarding any specific project
  help you may need



             Copyright Conrad Gottfredson, Bob Mosher 2012
b.mosher@ontuitive.com
     cgottfredson@ontuitive.com

   See you next month!
     Success Stories: Examples from those
     who are making it WORK!
         ▪ Feb 29th, 1-2 PM EST



    23
                      Copyright Conrad Gottfredson, Bob Mosher 2012

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How Does Performance Support Change a Learning Organization

  • 1. Learning 2012 Webinar Series: “How PS Changes a Learning Organization" Dr. Conrad Gottfredson Bob Mosher Chief Learning Strategist Chief Learning &Strategy Evangelist Ontuitive, US Ontuitive, US c.gottfredson@ontuitive.com b.mosher@ontuitive.com Copyright Conrad Gottfredson, Bob Mosher 2012
  • 2.  How PS Changes a Learning Organization – TODAY!! (Recorded!!)  Success Stories: Examples from those who are making it WORD! – Feb. 29th, 1-2 PM EST  Picking the RIGHT first Project – Mar, 2012  MSupport: The REAL Mobile Learning – Apr, 2012  Measuring the Business Impact of Performance Support – May, 2012  Multi Channel Publishing/ Single Source Authoring: Authoring Once Outputting to Many – June, 2012  Is the ADDIE model dead when designing Performance Support – Sept,2012 2 Copyright Conrad Gottfredson, Bob Mosher 2012
  • 3. EPSS 1.0 2.0 Embedded Performer Support Solution 3
  • 4. An “Embedded Performer Support Solution” provides intuitive, tailored aid to a person at his or her moment of need to ensure the most effective performance.” 4
  • 5. Aligned to deliver ROI and specific business benefit Embedded in the workflow and readily available at the moment of apply. According to specific roles and varying access needs (role and Contextual circumstance) Only what’s needed in the form needed to effectively perform Just enough inside the business process with formal learning to compliment and extend current learning Integrated investments Trusted and current in every place. Scalable to all audiences and for the lifecycle of the outcome 5 Copyright Conrad Gottfredson, Bob Mosher 2012
  • 6. Which of the following roles can be found in your learning organization?  CLO – Chief Learning Officer  Training Manager  Trainers  Instructional Designers  E-Learning Developers  Other Copyright Conrad Gottfredson, Bob Mosher 2012
  • 7. How do you feel these roles change or are impacted by the introducing EPSS into your training offerings?  CLO – Chief Learning Officer  Training Manager  Trainers  Instructional Designers  E-Learning Developers  Other Copyright Conrad Gottfredson, Bob Mosher 2012
  • 8. Instructional Design approach and EPSS Engagement Methodology  Classroom and the Trainer’s Role  Instructional Designer’s Role Copyright Conrad Gottfredson, Bob Mosher 2012
  • 9. EPSS Project Engagement Model 1. Analyze Organizational Impact (Performance Gap Analysis, Business value Initiate the project alignment, change impact Analysis) 2. Initiate the project plan (change leadership/management planning, stakeholder/governance analysis, ) 1. Map the workflow (Rapid Task Analysis, Audience Analysis, Process Analysis) Scope and proof the 2. Define the Pyramid (Learning & Reference Asset Analysis) 3. Determine key contexts (Access analysis) Project 4. Establish a LEaP Blueprint (CSA,5 decisions, Deliverables Analysis) 5. Proof the Project (Incorporate fundamental principles of PS Design) 1. Set a detailed project plan Produce the 2. Prototype and Assess Solution 3. Author collaboratively within structure 4. Conduct milestone checks 1. Rollout the Solution (following the change management plan) Implement the 2. Train to independence (Ramp-up/Ramp-down) Solution Measure & Optimize 1. Monitor with metrics 2. CroudSource for maintenance and enrichment the Solution Copyright Conrad Gottfredson, Bob Mosher 2012
  • 10. Copyright Conrad Gottfredson, Bob Mosher 2012
  • 11. Copyright Conrad Gottfredson, Bob Mosher 2012
  • 12. Process Identified through Steps (quick/ Rapid Task detailed) Analysis (RTA) Concepts Brokering these Reference Resources (Documents, Policies, Job Learning assets need Aids, FAQs, Tools, Data, Ca to be identified & tegory Search.) Learning Resources brokered (Simulations, Learning Bursts, eLearning Topics, Quick appropriately based Checks) on the task they are Human Resources supporting (Wikis, Blogs, Chat, Social Networks) Copyright Conrad Gottfredson, Bob Mosher 2012
  • 13. What is its “new” role in the Classroom when considering a “5 Moments of Need” approach and adding PS to your offerings? 13 Copyright Conrad Gottfredson, Bob Mosher 2012
  • 14. They have to believe that the “support ecosystem” works! (tools and culture)  Expectation setting Before and EARLY in class  Emails and Prework  Scripted setup as part of orientation to class  Provide a Support Framework in class that’s is posted, taught and modeled in class  Post Pyramid/framework – (steps, deeper reference, Related Resources, Peers/TL)  Teach effective coaching skills (Post this)  Activities support the model moving from guided to unguided  Support Materials that match the need/context  Cognitive Apprenticeship  Effective guiding questions  Rampup and Rampdown methodology 14 Copyright Conrad Gottfredson, Bob Mosher 2012
  • 15. Instructor Aided Learning Self-Directed Learning EPSS Informal Deliverables Learning Support Material Peers Instructional Time Copyright Conrad Gottfredson, Bob Mosher 2012
  • 16. What are the “ideal” characteristics of a PS Developer/Designer? Copyright Conrad Gottfredson, Bob Mosher 2012
  • 17.  A Strong ID Background  An Open Mind – They need to demonstrate that they can look at design differently.  A Technology Background - specifically around XML. We use XML a lot in our PS software because of the design issues, resuse, and maintenance involved in PS work - as well as multiple modality/output issues  Consulting/Communication Skills - PS is new for many so they will have to play a coaching and consulting role with your customer as they educate and guide them through this new discipline.  Strong Project Management Skills - Since they will be working with more stakeholders then these ID"s are typically used to because of the reuse issue and implementation AFTER the training, being a good PM is key. Copyright Conrad Gottfredson, Bob Mosher 2012
  • 18. Learning Experience and Instructional Design Performance (LEaP) Design The systematic design of learning The systematic design of learning events experiences that may include multiple learning events and the support infrastructure to sustain effective performance 18
  • 19. Before the Event During the Event After the Event Prepare for Support eLearning transfer (or bypass) learning during & Coaching Blogs events after lrng events Perf Prescriptive Support Assmt Problem-Based Learning Authentic job situations Collaborative learning Perf On the job resources Support Vodcasts Performance-based assmt Team Activities Performance Support Reinforcement 19
  • 20. 20
  • 21. that’s a sure win and can prove the process – “Don’t Boil the Pick a Project Ocean!!” Choose Software that brokers, publishes, maintains and scales. Proof the Concept to show what it can be and do. Seeing is believing!!! Get a Budget so you can see it through. Commitment follows dollars Check your to optimize development of true blended learning. The Methodology pyramid’s the game changer. Shift Ownership and governance to the lines of business. 21 Copyright Conrad Gottfredson, Bob Mosher 2012
  • 22. • Attend a “Team-based Virtual Workshop” on Building Your Own Embedded Performance Support Solution – Q2, 2012 – Email if interested • Join the PS blog and contribute a comment Send us an email and we’ll send you and invitation • Follow-up with us regarding any specific project help you may need Copyright Conrad Gottfredson, Bob Mosher 2012
  • 23. b.mosher@ontuitive.com cgottfredson@ontuitive.com  See you next month!  Success Stories: Examples from those who are making it WORK! ▪ Feb 29th, 1-2 PM EST 23 Copyright Conrad Gottfredson, Bob Mosher 2012