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How to Optimize Just-in-time Informal Learning
Bryan Chapman
Chief Learning Strategist
Chapman Alliance

Recorded On: February 13, 2013
How to Optimize Just-in-time
Informal Learning
Bryan Chapman
Chief Learning Strategist
Chapman Alliance
bryan@chapmanalliance.com

Hosted by:
Think about it….

How many of you
have completed an
eLearning or ILT
course in the last 2
weeks?

3
Think about it….

How many of you
learned something
online in the last 2
weeks?

4
What’s the difference between these two
questions?
How many of you learned
something online in the
last 2 weeks?

How many of you
have completed an
eLearning or ILT
course in the last 2
weeks?

5
The answer….
Generally
Accepted
Best Practice

Informal, Ad Hoc,
Self Learning, Justin-time, Just
Enough

Coaching,
Mentoring, OJT

Structured /
Formal Learning

6
Learning Technology
Ecosystem (today)

Outsource
Custom
Courseware
Developers

Off-the-shelf
pre-built
courses

Authoring &
Development
Tools

Storefront
(If Selling
Learning)

Learning
Management
System (LMS)

Learning Content
Management
(LCMS)
Informal
On-demand, justin-time, just
enough

Social
Learning

Integrated
Talent
Management
(iTM)

Virtual
Classroom,
Virtual Lab
(VLT, VILT,
VLE)

7
software

Learning Technology
Ecosystem (today)

soft skills

Simulation
Virtual Labs

Groupware

General
Purpose
pharma

Outsource

Info tech, Software
government
Academic

Custom
Courseware
Developers

Vertical
Specialty

physical

IT and
application

Off-the-shelf
pre-built
courses

Authoring &
Development
Tools

association, non-profit
Amazon Like
3rd party

healthcare
etc.

eLearning
ILT Support
Materials

Job Aid

Virtual
Classroom

Learning
Communities

Informal
Performance
Support

Integrated
Talent
Management
(iTM)

Leadership

ILT
Instructor-Led

Learning Content
Management
(LCMS)

Contextual
Help

Onboarding

Learning Competencies
Management Development
Plans
System (LMS)

Storefront
(If Selling
Learning)

On-demand, justin-time, just
enough

New Hire
Orientation

Recruiting

Learning
Management

eLearning

financial services

Safety

Legal &
Compliance

Specific
Job Skills

Desktop

Sales &
Product

Social
Learning

Compensate

Workforce
Planning

Performance
Review

Succession
Planning

Virtual
Classroom,
Virtual Lab
(VLT, VILT,
VLE)

WebCast

Hands-On
Lab

Webinar
Coaching
Mentoring

Knowledgebase
FAQ Board

Network w/
Experts

OJT

Job
Shadowing

8
Structured/Formal
Learning

10%

Mainstream
Comfortable
Budgeted
Expected
Measurable
(Level 1 and Level 2)
• Cost Effective
• Skills spelled out in
Job Description
• Quantifiable
development
process
•
•
•
•
•

Outsource
Custom
Courseware
Developers

Off-the-shelf
pre-built
courses

Authoring &
Development
Tools

eLearning

Storefront
(If Selling
Learning)

Learning
Management
System (LMS)
ILT

Learning Content
Management
(LCMS)

Instructor-Led

Informal
On-demand, justin-time, just
enough

Virtual
Classroom

Social
Learning

Integrated
Talent
Management
(iTM)

Virtual
Classroom,
Virtual Lab
(VLT, VILT,
VLE)

9
Coaching, Mentoring, OJT
Time-tested
Recognized
Personal
Collaborative
Job Shadowing
Observable
Progress
• Intuitive Approach
• Structured Work
Experiences
• Working with a lot of
organizations that
are “still trying to
figure out how to
use.”
•
•
•
•
•
•

Outsource
Custom
Courseware
Developers

Off-the-shelf
pre-built
courses

Authoring &
Development
Tools

Integrated
Talent
Management
(iTM)

Learning
Management
System (LMS)

Storefront
(If Selling
Learning)

Learning Content
Management
(LCMS)

Learning
Communities

Informal
On-demand, justin-time, just
enough

Social
Learning

Virtual
Classroom,
Virtual Lab
(VLT, VILT,
VLE)

Coaching
Mentoring

20%

Network w/
Experts

OJT

Job
Shadowing

10
Informal, Ad Hoc, Just-in-time,
Just enough
• Early successes
with mobile
learning
• Non-budgeted
• Should it be
measured?
• Backbone of
Performance
Support
• Often
misunderstood
• Huge upside
potential for ROI

Outsource
Custom
Courseware
Developers

Learning Content
Management
(LCMS)
Informal

Contextual
Help

70%

Learning
Management
System (LMS)

Storefront
(If Selling
Learning)

Job Aid

Off-the-shelf
pre-built
courses

Authoring &
Development
Tools

Performance
Support

On-demand, justin-time, just
enough

Social
Learning

Integrated
Talent
Management
(iTM)

Virtual
Classroom,
Virtual Lab
(VLT, VILT,
VLE)

Knowledgebase
FAQ Board

11
Informal, Just-in-Time
Level 1 – Search

search

un-vetted

Anyone

Learner

Is this effective informal, just-in-time learning?

Absolutely!
•
•
•
•

(I use this learning technique daily…often more)

I know the risks
I often compare multiple sources
Information is generally very good (even if posted by a pre-teen)
Love it!

12
Informal, Just-in-Time
Level 2 – Focus

procedures
i LO’s
product
knowledge tutorials
video demos case study
(how to’s) reference

search
& taxonomy (structure)
basic EPSS
Publish as modular topics

Expert
(SME)

Anyone

Learner

often professionally produced

How much more effective?
• Addition of authoritative content
• Relevant, work-related topics (mapped to work environment)
• Helps minimize information overload of “search only”
• If done correctly, work is more productive and efficient
13
Informal, Just-in-Time
Level 3 – Personalize

procedures
i LO’s
product
knowledge tutorials
video demos case study
(how to’s) reference

search

& taxonomy (structured)
choice of format
(personalization)

prescriptive profile
(personalization)

Expert
(SME)

Anyone

Learner

often professionally produced

Why personalize?
• Learners get exactly what is needed
• Removes barriers to content access (more choice)
• Helps truly meet the vision of anywhere, anytime, anyplace
• Ideally suited for content that is available “in the cloud”
14
Informal, Just-in-Time
Level 4 – Analyze

procedures
i LO’s
product
knowledge tutorials
video demos case study
(how to’s) reference

search

& taxonomy (structured)
choice of format
(personalization)

prescriptive profile
(personalization)

Expert
(SME)

Anyone

Learner

often professionally produced

If you measure, does it cease to be formal?
• Connecting learning to organizational
achievement is “the Holy Grail”
(Kirkpatrick, Level 4)
• Analytics are the key to identifying the
ROI of learning
• Informal learning can appear on a
learner’s transcript (send to LMS)
• Identify content that is working vs.
content that is not working well.
• Can be used for gamification

capture use
performance data

Evaluate
i LO

LMS

Analytics

data
warehouse

experience API,
xAPI
(Tin Can)
odata

15
Informal, Just-in-Time

procedures
i LO’s
product
knowledge tutorials
video demos case study
(how to’s) reference

Level 5 – Close the Loop

Closing the Loop

• Eliminate redundant and conflicting
content
search
• Remember to ask learners what
& taxonomy (structured)
information they want and need to do
their jobs better (often neglected)
choice of format
(personalization)
• Let content developers and SME’s know
Expert vetted
prescriptive profile
what the needs are
(special cases)
(personalization)
• Modular learning content, used for just-intime, can often be used also in
Expert
structured learning (and vice versa)
(SME)
Anyone
Learner
• Informal, just-in-time learning fits nicely in
often professionally produced
Ask for need larger learning technology ecosystem
the
LMS
capture use
• NOTE: special case for vetted content data
Publish need for content
Analytics
warehouse
Up-to-Date
performance data

?
Map relevant content to…

Maintenance

Evaluate
i LO

i LO

Structured/
Formal Learning

i LO

Social Learning
Communities

Content
Curator

experience API,
xAPI
(Tin Can)
odata

Possibly the Content Owner
and/or Developer
16
Informal, Just-in-Time

procedures
i LO’s
product
knowledge tutorials
video demos case study
(how to’s) reference

Level 5 – Close the Loop

search

& taxonomy (structured)
choice of format
(personalization)

Expert vetted
(special cases)

Expert

prescriptive profile
(personalization)

Anyone

(SME)

Learner

often professionally produced

Ask for need

Publish need for content

Up-to-Date

?
Map relevant content to…

Structured/
Formal Learning

i LO

Social Learning
Communities

performance data

LMS

Analytics

data
warehouse

Maintenance

Evaluate
i LO

i LO

capture use

Content
Curator

experience API,
xAPI
(Tin Can)
odata

Possibly the Content Owner
and/or Developer
17
procedures
i LO’s
product
knowledge tutorials
video demos case study
(how to’s) reference

search

& taxonomy (structured)
choice of format
(personalization)

Expert vetted
(special cases)

Expert

prescriptive profile
(personalization)

Anyone

(SME)

Learner

often professionally produced

Ask for need

Publish need for content

Up-to-Date

?
Map relevant content to…

Structured/
Formal Learning

i LO

Social Learning
Communities

performance data

LMS

Analytics

data
warehouse

Maintenance

Evaluate
i LO

i LO

capture use

Content
Curator

experience API,
xAPI
(Tin Can)
odata

Possibly the Content Owner
and/or Developer
18
Why Just-in-time? (recap)

Informal
On-demand,
just-in-time,
just enough

• Anywhere, anytime, and anyplace
• Learning right at the moment of need, at the point of
performance
• Personalization (exactly what is needed in the format
of choice)
• Analytics are the key to measuring ROI and the impact
of learning on organizational results (Level 4)
• Constantly up-to-date through regular maintenance
of informal learning objects (iLO’s)
• Content can map directly to structured/formal
learning and social/collaborative/learning
communities
• Important part of the Learning Technology ecosystem
19
Learning Technology
Ecosystem (today)

Outsource
Custom
Courseware
Developers

ILT Support
Materials

Learning
Management
System (LMS)

Storefront
(If Selling
Learning)
eLearning

Job Aid

Contextual
Help

Off-the-shelf
pre-built
courses

Authoring &
Development
Tools

Learning Content
Management Performance
Support
(LCMS)

i LO’s
i LO’s
i LO’s

Informal
On-demand, justin-time, just
enough

Social
Learning

Integrated
Talent
Management
(iTM)

Virtual
Classroom,
Virtual Lab
(VLT, VILT,
VLE)

FAQ Board

Knowledgebase

70%

20
Why Learning Content Management Systems
(LCMS) are ideally suited for informal, just-in-time
• Complete separation of content delivery format
• Modular content can be repurposed and reused
in structured/formal learning (eLearning courses,
instructor guides, student guides, classroom
visuals, job aids, etc.) without re-building
• Using traditional methods of digital content
authoring requires a separate development for
each output type
• Tree view structure and object-oriented view of a
central repository, team development, provides a
natural taxonomy of learning content.
21
Example of Content Developer view

22
Example of Content Developer view

23
24
ROI Metrics: sources that will help you build a business
case for informal, just-in-time, mobile, etc.
• “The personal cloud will replace the personal computer at the
center of users’ digital lives.” Gartner Research.
[Personalization]
• Employees spend about 23% or their working hours, searching for
and gathering information that will help them do their jobs. –
McKinsey Global Institute (link
http://tinyurl.com/productivitythrusocial)
• Companies that deployed mobile learning (survey respondents)
said that they saw a 52% improvement in performance and an
83% increase in making learning available to users. The eLearning
Guild
• Most companies are still spending 70% of their training budgets of
formal training that covers 10% of the organization’s
development needs. Multiple sources.
• Only 23% of line leaders reports being satisfied with the overall
Effectiveness of the learning and development role [suggesting
that 77% are unsatisfied] – Corporate Leadership Council
25
Skills Needed for Informal Learning Development

Thinking Modular
 Keeping Content Lean and to the Point
 Keep it Simple
 Agile, non-linear development
 Working with a taxonomy
 Using Simple Media
 Making content visual/relevant
 Concise, Step by Step
 Thinking about Multiple Outputs
 Design Main Path, Allow for More Detail (if
wanted)


26
eGuidebook: How to Optimize Informal, Just-intime Learning (eBook & PDF)

27
Thank You!
Bryan Chapman
Chief Learning Strategist
Chapman Alliance
bryan@chapmanalliance.com

Hosted by:
Learn More
To learn more about Xyleme’s Integrated Platform,
please contact Cindy Bequeaith at
cindy.bequeaith@xyleme.com

Engage with Xyleme:

XylemeInc

Company/xyleme-inc.

©2014 Xyleme, Inc.

@xylemelearning

29

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How to Optimize Just-in-time Informal Learning 2-13-2014

  • 1. How to Optimize Just-in-time Informal Learning Bryan Chapman Chief Learning Strategist Chapman Alliance Recorded On: February 13, 2013
  • 2. How to Optimize Just-in-time Informal Learning Bryan Chapman Chief Learning Strategist Chapman Alliance bryan@chapmanalliance.com Hosted by:
  • 3. Think about it…. How many of you have completed an eLearning or ILT course in the last 2 weeks? 3
  • 4. Think about it…. How many of you learned something online in the last 2 weeks? 4
  • 5. What’s the difference between these two questions? How many of you learned something online in the last 2 weeks? How many of you have completed an eLearning or ILT course in the last 2 weeks? 5
  • 6. The answer…. Generally Accepted Best Practice Informal, Ad Hoc, Self Learning, Justin-time, Just Enough Coaching, Mentoring, OJT Structured / Formal Learning 6
  • 7. Learning Technology Ecosystem (today) Outsource Custom Courseware Developers Off-the-shelf pre-built courses Authoring & Development Tools Storefront (If Selling Learning) Learning Management System (LMS) Learning Content Management (LCMS) Informal On-demand, justin-time, just enough Social Learning Integrated Talent Management (iTM) Virtual Classroom, Virtual Lab (VLT, VILT, VLE) 7
  • 8. software Learning Technology Ecosystem (today) soft skills Simulation Virtual Labs Groupware General Purpose pharma Outsource Info tech, Software government Academic Custom Courseware Developers Vertical Specialty physical IT and application Off-the-shelf pre-built courses Authoring & Development Tools association, non-profit Amazon Like 3rd party healthcare etc. eLearning ILT Support Materials Job Aid Virtual Classroom Learning Communities Informal Performance Support Integrated Talent Management (iTM) Leadership ILT Instructor-Led Learning Content Management (LCMS) Contextual Help Onboarding Learning Competencies Management Development Plans System (LMS) Storefront (If Selling Learning) On-demand, justin-time, just enough New Hire Orientation Recruiting Learning Management eLearning financial services Safety Legal & Compliance Specific Job Skills Desktop Sales & Product Social Learning Compensate Workforce Planning Performance Review Succession Planning Virtual Classroom, Virtual Lab (VLT, VILT, VLE) WebCast Hands-On Lab Webinar Coaching Mentoring Knowledgebase FAQ Board Network w/ Experts OJT Job Shadowing 8
  • 9. Structured/Formal Learning 10% Mainstream Comfortable Budgeted Expected Measurable (Level 1 and Level 2) • Cost Effective • Skills spelled out in Job Description • Quantifiable development process • • • • • Outsource Custom Courseware Developers Off-the-shelf pre-built courses Authoring & Development Tools eLearning Storefront (If Selling Learning) Learning Management System (LMS) ILT Learning Content Management (LCMS) Instructor-Led Informal On-demand, justin-time, just enough Virtual Classroom Social Learning Integrated Talent Management (iTM) Virtual Classroom, Virtual Lab (VLT, VILT, VLE) 9
  • 10. Coaching, Mentoring, OJT Time-tested Recognized Personal Collaborative Job Shadowing Observable Progress • Intuitive Approach • Structured Work Experiences • Working with a lot of organizations that are “still trying to figure out how to use.” • • • • • • Outsource Custom Courseware Developers Off-the-shelf pre-built courses Authoring & Development Tools Integrated Talent Management (iTM) Learning Management System (LMS) Storefront (If Selling Learning) Learning Content Management (LCMS) Learning Communities Informal On-demand, justin-time, just enough Social Learning Virtual Classroom, Virtual Lab (VLT, VILT, VLE) Coaching Mentoring 20% Network w/ Experts OJT Job Shadowing 10
  • 11. Informal, Ad Hoc, Just-in-time, Just enough • Early successes with mobile learning • Non-budgeted • Should it be measured? • Backbone of Performance Support • Often misunderstood • Huge upside potential for ROI Outsource Custom Courseware Developers Learning Content Management (LCMS) Informal Contextual Help 70% Learning Management System (LMS) Storefront (If Selling Learning) Job Aid Off-the-shelf pre-built courses Authoring & Development Tools Performance Support On-demand, justin-time, just enough Social Learning Integrated Talent Management (iTM) Virtual Classroom, Virtual Lab (VLT, VILT, VLE) Knowledgebase FAQ Board 11
  • 12. Informal, Just-in-Time Level 1 – Search search un-vetted Anyone Learner Is this effective informal, just-in-time learning? Absolutely! • • • • (I use this learning technique daily…often more) I know the risks I often compare multiple sources Information is generally very good (even if posted by a pre-teen) Love it! 12
  • 13. Informal, Just-in-Time Level 2 – Focus procedures i LO’s product knowledge tutorials video demos case study (how to’s) reference search & taxonomy (structure) basic EPSS Publish as modular topics Expert (SME) Anyone Learner often professionally produced How much more effective? • Addition of authoritative content • Relevant, work-related topics (mapped to work environment) • Helps minimize information overload of “search only” • If done correctly, work is more productive and efficient 13
  • 14. Informal, Just-in-Time Level 3 – Personalize procedures i LO’s product knowledge tutorials video demos case study (how to’s) reference search & taxonomy (structured) choice of format (personalization) prescriptive profile (personalization) Expert (SME) Anyone Learner often professionally produced Why personalize? • Learners get exactly what is needed • Removes barriers to content access (more choice) • Helps truly meet the vision of anywhere, anytime, anyplace • Ideally suited for content that is available “in the cloud” 14
  • 15. Informal, Just-in-Time Level 4 – Analyze procedures i LO’s product knowledge tutorials video demos case study (how to’s) reference search & taxonomy (structured) choice of format (personalization) prescriptive profile (personalization) Expert (SME) Anyone Learner often professionally produced If you measure, does it cease to be formal? • Connecting learning to organizational achievement is “the Holy Grail” (Kirkpatrick, Level 4) • Analytics are the key to identifying the ROI of learning • Informal learning can appear on a learner’s transcript (send to LMS) • Identify content that is working vs. content that is not working well. • Can be used for gamification capture use performance data Evaluate i LO LMS Analytics data warehouse experience API, xAPI (Tin Can) odata 15
  • 16. Informal, Just-in-Time procedures i LO’s product knowledge tutorials video demos case study (how to’s) reference Level 5 – Close the Loop Closing the Loop • Eliminate redundant and conflicting content search • Remember to ask learners what & taxonomy (structured) information they want and need to do their jobs better (often neglected) choice of format (personalization) • Let content developers and SME’s know Expert vetted prescriptive profile what the needs are (special cases) (personalization) • Modular learning content, used for just-intime, can often be used also in Expert structured learning (and vice versa) (SME) Anyone Learner • Informal, just-in-time learning fits nicely in often professionally produced Ask for need larger learning technology ecosystem the LMS capture use • NOTE: special case for vetted content data Publish need for content Analytics warehouse Up-to-Date performance data ? Map relevant content to… Maintenance Evaluate i LO i LO Structured/ Formal Learning i LO Social Learning Communities Content Curator experience API, xAPI (Tin Can) odata Possibly the Content Owner and/or Developer 16
  • 17. Informal, Just-in-Time procedures i LO’s product knowledge tutorials video demos case study (how to’s) reference Level 5 – Close the Loop search & taxonomy (structured) choice of format (personalization) Expert vetted (special cases) Expert prescriptive profile (personalization) Anyone (SME) Learner often professionally produced Ask for need Publish need for content Up-to-Date ? Map relevant content to… Structured/ Formal Learning i LO Social Learning Communities performance data LMS Analytics data warehouse Maintenance Evaluate i LO i LO capture use Content Curator experience API, xAPI (Tin Can) odata Possibly the Content Owner and/or Developer 17
  • 18. procedures i LO’s product knowledge tutorials video demos case study (how to’s) reference search & taxonomy (structured) choice of format (personalization) Expert vetted (special cases) Expert prescriptive profile (personalization) Anyone (SME) Learner often professionally produced Ask for need Publish need for content Up-to-Date ? Map relevant content to… Structured/ Formal Learning i LO Social Learning Communities performance data LMS Analytics data warehouse Maintenance Evaluate i LO i LO capture use Content Curator experience API, xAPI (Tin Can) odata Possibly the Content Owner and/or Developer 18
  • 19. Why Just-in-time? (recap) Informal On-demand, just-in-time, just enough • Anywhere, anytime, and anyplace • Learning right at the moment of need, at the point of performance • Personalization (exactly what is needed in the format of choice) • Analytics are the key to measuring ROI and the impact of learning on organizational results (Level 4) • Constantly up-to-date through regular maintenance of informal learning objects (iLO’s) • Content can map directly to structured/formal learning and social/collaborative/learning communities • Important part of the Learning Technology ecosystem 19
  • 20. Learning Technology Ecosystem (today) Outsource Custom Courseware Developers ILT Support Materials Learning Management System (LMS) Storefront (If Selling Learning) eLearning Job Aid Contextual Help Off-the-shelf pre-built courses Authoring & Development Tools Learning Content Management Performance Support (LCMS) i LO’s i LO’s i LO’s Informal On-demand, justin-time, just enough Social Learning Integrated Talent Management (iTM) Virtual Classroom, Virtual Lab (VLT, VILT, VLE) FAQ Board Knowledgebase 70% 20
  • 21. Why Learning Content Management Systems (LCMS) are ideally suited for informal, just-in-time • Complete separation of content delivery format • Modular content can be repurposed and reused in structured/formal learning (eLearning courses, instructor guides, student guides, classroom visuals, job aids, etc.) without re-building • Using traditional methods of digital content authoring requires a separate development for each output type • Tree view structure and object-oriented view of a central repository, team development, provides a natural taxonomy of learning content. 21
  • 22. Example of Content Developer view 22
  • 23. Example of Content Developer view 23
  • 24. 24
  • 25. ROI Metrics: sources that will help you build a business case for informal, just-in-time, mobile, etc. • “The personal cloud will replace the personal computer at the center of users’ digital lives.” Gartner Research. [Personalization] • Employees spend about 23% or their working hours, searching for and gathering information that will help them do their jobs. – McKinsey Global Institute (link http://tinyurl.com/productivitythrusocial) • Companies that deployed mobile learning (survey respondents) said that they saw a 52% improvement in performance and an 83% increase in making learning available to users. The eLearning Guild • Most companies are still spending 70% of their training budgets of formal training that covers 10% of the organization’s development needs. Multiple sources. • Only 23% of line leaders reports being satisfied with the overall Effectiveness of the learning and development role [suggesting that 77% are unsatisfied] – Corporate Leadership Council 25
  • 26. Skills Needed for Informal Learning Development Thinking Modular  Keeping Content Lean and to the Point  Keep it Simple  Agile, non-linear development  Working with a taxonomy  Using Simple Media  Making content visual/relevant  Concise, Step by Step  Thinking about Multiple Outputs  Design Main Path, Allow for More Detail (if wanted)  26
  • 27. eGuidebook: How to Optimize Informal, Just-intime Learning (eBook & PDF) 27
  • 28. Thank You! Bryan Chapman Chief Learning Strategist Chapman Alliance bryan@chapmanalliance.com Hosted by:
  • 29. Learn More To learn more about Xyleme’s Integrated Platform, please contact Cindy Bequeaith at cindy.bequeaith@xyleme.com Engage with Xyleme: XylemeInc Company/xyleme-inc. ©2014 Xyleme, Inc. @xylemelearning 29