Simon Brown, Head of Learning Transformation at Lloyds Banking Group presented at LearningNow on 1st May 2013. One of L&D’s leading figures with a wide range of experience working for top organisations, Simon shared how to build a strong business case for compliance training, based on his recent experience at Lloyds Banking Group in transforming the learning function.

1. How do you build a
successful business case for
compliance?
Simon Brown
Head of Learning Transformation
Lloyds Banking Group
@epictalk @towardsmaturity #LNcomply

2. The Lloyds Banking Group journey
Transforming the learning function
• UK’s largest retail and commercial bank
• Over 30 million customers, including 22 million current
account customers
• International presence across 30 countries
• Operating a multi-brand strategy, including Lloyds TSB, Bank
of Scotland, Halifax, Scottish Widows and Cheltenham &
Gloucester
• C. 100,000 Colleagues
• Biggest private shareholder base in the country
@epictalk @towardsmaturity #LNcomply

3. The Lloyds Banking Group journey
2010 baseline
• Close to 1,000 people involved in learning including over 500
training deliverers
• Delivery of 5 days training per colleague
• Over 7,000 courses in the catalogue
• Over 1,300 learning suppliers (reduction from 2,196 in 2008)
• Only 20% e-learning
• No common structure for curricula and aligning learning to roles
• Multiple competency and capability frameworks
• No single learning demand plan
• Spend of over £100m
@epictalk @towardsmaturity #LNcomply

4. The Lloyds Banking Group journey
By end of 2012... a transformed function
 Close to 1,000 450 people involved in learning including over 500
250 training deliverers
 Delivery of 5 6.9 days training per colleague
 Over 7,000 2,000 courses in the catalogue
 Over 1,300 35 learning suppliers, KnowledgePool as SLP
 20% Over 50% e-learning
 No One common structure for curricula and aligning learning to roles
 Multiple One Group-wide capability framework
 No One single learning demand plan
 Spend of over £100m Reduction of over 20% in 2013
@epictalk @towardsmaturity #LNcomply

5. The Lloyds Banking Group journey
By end of 2012... a transformed function
 Achieved through:
 Implementing Academies and group-wide capabilities
 Curricula rationalisation
 Outsourcing
 New content and delivery approaches
 New technology
 New learning operating model and processes
@epictalk @towardsmaturity #LNcomply

6. The Lloyds Banking Group journey
The business case for change
 Business case for overall Transformation built on cost savings
achieved through:
 removing duplication
 moving to e-Learning
 Improving efficiency and better buying
 reducing total FTE
 Business case for content conversion / development built on:
 Lower cost to deliver
 Lower time to complete
 Improved quality / effectiveness
@epictalk @towardsmaturity #LNcomply

7. Addressing mandatory training
Defining the challenge
• High priority and highly visible area of training
• Significant volumes and costs
• Considerable duplication – c. 700 items in the catalogue on
health and safety
• Complexity and variety of needs across businesses – ‘group-wide’
vs. ‘business-specific’
• Varying quality and format
• Opportunity to demonstrate change in approach to e-learning
• Ability to improve effectiveness of reporting
• Increased external scrutiny
@epictalk @towardsmaturity #LNcomply

8. Addressing mandatory training
Shaping a solution
• Engage all stakeholders
• Get commitment to overhaul approach and coordinate at group
level
• Agreed group-wide curricula and quarterly schedule
• Change model for training
• Utilise a diagnostic to focus effort on where it matters
• Increase pass rate requirement to 100%
• Prove effectiveness and value
@epictalk @towardsmaturity #LNcomply

9. Addressing mandatory training
Lessons learnt
• Make sure all key stakeholders engaged – Risk, HR, Policy Owners,
Control Functions
• Don’t underestimate effort of embedding new processes
• Ability to report is critical
• Get the governance right
• Ensure consistency
• Simpler for user = more complex behind the scenes
• Future – prove that saved time and transform more of curricula
@epictalk @towardsmaturity #LNcomply

10. Thank you
Simon Brown
Head of Learning Transformation
Lloyds Banking Group
@epictalk @towardsmaturity #LNcomply