A common goal for most LMS projects is to provide users a course or package of learning so they can walk away with a new skill - but how do you tie a skill to specific learning? The use of competencies is a popular solution, and grouping these skills together in a plan for learners is often a good way to direct them towards success. Now, you just need to know who completed what, and what skills they gained.

1. Ability and Appliance
The Way of Competency and Compliance (Totara)

2. 2

3. Agenda
1. Focus on Competency-based Training
2. Defining Competency and Compliance
3. Developing Competency frameworks
4. Setting up Competencies in Totara Learn
3

4. Agenda
1. Focus on Competency-based Training
2. Defining Competency and Compliance
3. Developing Competency frameworks
4. Setting up Competencies in Totara Learn
5. Reporting on Competencies with Zoola Analytics
4

5. Poll Question
● Where are you at in setting up your competency-based
education initiative?
○ Haven’t started yet
○ Planning
○ Launched
○ Revising
○ Just curious
5

6. Compliance or
Competency?

7. Compliance
7

8. Compliance Training
● Compliance Training is the process
of educating employees on laws,
regulations and company policies
that apply to their day-to-day job
responsibilities
8

9. Competence
9

10. Competency-based Training
Competency-based Training focuses on learning concrete
skills and allows learners to demonstrate their ability to do
something
10

11. Compliance versus Competence
Compliance Training:
Focus is on meeting laws and
regulations
11
Competence Training:
Focus is on building skills
and abilities

12. 12

13. 13
If it’s not building
my competency
and capability, it’s
useless.

14. 14
I need some
control over what I
learn and I want to
know the “why”
behind it.

15. 15
I’ve got to be
engaged and
working on solving
problems through
dialog, debate and
reflection.

16. Competency-Based Training
● Know your audience
● Engaged learners
● Gap analysis
● Individual learning paths
● Tracking and Reporting
16

17. Competency-Based Training
● Know your audience
● Engaged learners
● Gap analysis
● Individual learning paths
● Tracking and Reporting
17
Com n e

18. Building a
Competency
Framework

19. Common Competencies
● Core competencies
● Technical Competencies
● Leadership Competencies
19

20. Common Competencies
● Core competencies
○ Behaviour sets required for all employees in an organisation
■ Communicate effectively
■ Continuous learner
● Technical Competencies
● Leadership Competencies
20

21. Common Competencies
● Core competencies
● Technical Competencies
○ The skills a person must be able to do to effectively perform in a
specific job, role or function
■ “Units of work” performed by an individual
● Leadership Competencies
21

22. Common Competencies
● Core competencies
● Technical Competencies
● Leadership Competencies
○ Describe factors that lead to success for company leaders
■ Self-development
■ Professional judgement
■ Change leadership
22

23. 23

24. 24

25. 25

26. Mapping Competencies
● From concept to map
● From map to hierarchy
● From hierarchy to Totara Learn
26

27. Building the Hierarchy
● Customer Experience
○ Support
○ Order Processing
○ Training
27

28. Building the Hierarchy
● Customer Experience
○ Support
○ Order Processing
○ Training
28
Technical Competency
Framework

29. Building the Hierarchy
● Customer Experience
○ Support
○ Order Processing
○ Training
29
Competency Framework

30. Technical Competency Framework
● Customer Experience
○ Support
○ Order Processing
○ Training
30
“Technical” Roles

31. Technical Competency Hierarchy
● Customer Experience
○ Support
○ Order Processing
○ Training
■ Development
■ Delivery
■ Management
■ Assessment
31
“Technical” Competencies

32. Technical Competency Hierarchy
● Trainer
○ Development
■ Instructional Design
■ Business Need
■ Technical Skill
○ Delivery
○ Management
○ Assessment
32
Parent Competency

33. Technical Competency Framework
● Trainer
○ Development
■ Instructional Design
■ Business Need
■ Technical Skill
○ Delivery
○ Management
○ Assessment
33
Child Competencies

34. 34
Parent
Competency

35. 35
Child
Competencies

36. From Concept to Setup
● Why use competencies
● What are competencies
● Competency framework and hierarchy
● Setup in Totara Learn
36

37. Demo

38. Setting up Competencies in Totara
● Competency Framework
● Assigning Competencies to Users
● Learning Plans
38

39. Setting up Competencies in Totara
● Competency Framework
● Assigning Competencies to Users
● Learning Plans
● Tracking and Reporting
39

40. Poll Question
What would you like to see on this report?
● Linked courses
● Manager’s name
● Learner’s Organisation
● Learner’s Position
● Other
40

41. Poll Question
After today’s Master Class, what’s your first action:
● Researching competencies for my field
● Start developing a competency framework
● Exploring the competency setup in Totara
● Discussing the use of competencies with my team
41

42. Coming up with Competencies
● How to Make Compliance Simple Yet Effective
○ In-depth discussion on compliance and competency-based
training
○ How to develop a framework
42