his year, the landscape for enterprise learning will be incredibly fluid and fast-paced. The trends that are driving technology everywhere — datafication, mobile, social — also apply to learning. How are these trends changing the learning and HR community? What are the opportunities that you should focus on first? Join Jody Petruzziello, director of HR solutions strategy at SumTotal Systems, as she highlights five things that your learning strategy should address in 2014, including: Best practices for process and technology integration. Mobile learning to drive pervasive employee development. Rapid content development for contextual learning. Extending learning to customers and distributors to build relationships and mindshare. Using development to power talent retention.

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5 Learning Strategy Essentials for 2014

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Speaker: Jody Petruzziello
Director of HR Solutions Strategy
SumTotal Systems
Moderator: Ladan Nikravan
Senior Editor
Chief Learning Officer magazine
5 Learning Strategy Essentials
for 2014

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Ladan Nikravan
Senior Editor
Chief Learning Officer magazine
5 Learning Strategy Essentials
for 2014

9. #CLOwebinar
Jody Petruzziello
Director of HR Solutions Strategy
SumTotal Systems
5 Learning Strategy Essentials
for 2014

10. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
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5 Learning Strategy Essentials
for 2014
4/22/2014
Jody Petruzziello

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Agenda
The Environment
5 Learning Strategy Essentials
Summary
Q&A

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of CEOs say the lack of the
right skills is their biggest
talent challenge66%
Source: Corporate Leadership Council, 2012
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Learning leaders will solidify their role as a
conduit to business success — not through better
program design but through better learning
infrastructure, information access, and adaptable
learning opportunities for wider audiences.
Source: Brandon Hall Group, 2013
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of organizations state
learners need to connect
with learning resources on a
daily basis to effectively
perform their job
20%
Source: Brandon Hall Group, 2013
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The learning functions’ role isn’t to create
programs and courses, it’s to create a learning
ecosystem, where people can share content
and learn effectively.
Source: Brandon Hall Group, 2013
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Process & Technology
Integration is
Essential
#1

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organizations with integrated learning
and talent systems are twice as likely
to have strong business results2x
Source: Bersin By Deloitte, 2012
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On-Boarding
Goal Setting
Performance
Management
Development
Planning
Succession
Planning
Internal
Mobility
Who else in the
organization
should I be
working with?
What should I do
to improve my
performance in
this specific area
now?
What learning will help
me fill in the gaps in my
new role?What new skills,
training , or
certifications are
required?
What specific
activities have
helped others be
successful?
What learning
activities will most
effectively
increase my
readiness?
Learning
Integrated talent processes have learning at their
core
#STWebinar

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Just-in-time
learning in
context
More productive
Real-time
collaboration with
experts
More capable
Targeted,
practical career
development
Region Lead
Productivity
200%
40%
Engagement
75%
Promotions
People need tailored experiences to see real results
#STWebinar

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It’s Time for
Talent Expansion

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Talent Expansion is built on context and pervasiveness
to provide real results
2000 2012
Talent Expansion
Learning & Talent
Management
Traditional
HCM
Core Tracking
+ Reporting
+ Improved UI + Context &
Pervasiveness
Process People
ROI
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Most
UX
USABILITY
Be easy to use=
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SumTotal
UX
USABILITY
Be easy to use
+= +
CONTEXT
Deliver immediate
value to the end
user
PERVASIVENESS
Be available where &
how users already
work
#STWebinar

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Context
Similar to Amazon and other consumer technology, the system understands the
users profile and what they are trying do and can offer relevant advice and
actions to help the user be more effective
1.
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Context
Similar to Amazon and other consumer technology, the system understands the
users profile and what they are trying do and can offer relevant advice and
actions to help the user be more effective
1.
2.Pervasiveness
Instead of making users come to the system, the system can use “widgets” and
mobile capabilities to deliver functionality to the user wherever they are working,
even in other, non-SumTotal systems
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In-Context, Pervasive Access
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In-Context, Pervasive Access
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In-Context, Pervasive Access
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Embrace Mobile
Learning#2

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For the first time ever, a technology is set to outnumber
humans
0
1
2
3
4
5
6
7
8
9
1973 1993 2013
#
(inbillions)
Population
Mobile
PC
TV
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of workers use their own
smart phone for work, and
this number is expected to
rise
62%
Source: Brandon Hall Group, 2013
#STWebinar

34. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
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Dr. Conrad Gottfredson’s 5 Moments of Learning
Need
Knowledge Acquisition
1. When learning for the
first time
2. When wanting to
learn more
Knowledge Application
1. Trying to remember
2. When things change
3. When something goes
wrong
m-Learning Perfect Fit
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The 3 Forms of Informal Learning
On-Demand
• E-Learning
Courseware
• Search
• Books, Articles
• Videos
• Podcasts
• Knowledge Portals
• Job-Aids
Enabler
Embedded
• Performance Support
• Reference Info
• Feedback
• After Action Reviews
• Quality Circles
• Development Planning
• Applications
• Games
Transformational
Social
• Wikis, Blogs, Forums
• Expert Directories
• Social Networks
• Communities of
Practice
• Conferences &
Colloquium
• Coaching & Mentoring
• Facebook, LinkedIn
Accelerator
#STWebinar

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4 Ways You Can Leverage Mobile Learning
Provide job aids and quality
operating procedure updates to
employees who don’t have access to
a workstation

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4 Ways You Can Leverage Mobile Learning
Offer employees who work in
the field access to information
on the job and at the moment
of need

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4 Ways You Can Leverage Mobile Learning
Enable workers who travel
consistently with learning and
training resources

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4 Ways You Can Leverage Mobile Learning
Keep your sales team up-to-date
with the most current
marketing slicks and technical
specifications for all your
products

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Develop Content for
Rapid Deployment#3

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of all L&D spending is now
spent on “non-classroom”
content and programs60%
Source: Brandon Hall Group, 2013
#STWebinar

42. 1. Integrating social media
and social learning into e-
learning courses
3 Emerging Trends in Content Development

43. 2. Adding more scenario-
based learning
3 Emerging Trends in Content Development

44. 3. Creating shorter courses
3 Emerging Trends in Content Development

45. Crowd-sourced interaction and feedback often
drives more effective learning than rigid pre-
developed content
What We Learned from
About Content
MOOCs

46. Multiple “instructors” and cross-disciplined
participants help provide debate and
perspective
What We Learned from
About Content
MOOCs

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Turn Learning Into a
Revenue Driver#4

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of learning functions are
already delivering some
learning to external
audiences
53%
Source: Brandon Hall Group, 2013
#STWebinar

49. Benefits of the
Extended
Enterprise

50. 1. Increase sales by
delivering up-to-the
minute information and
supporting sales
enablement

51. 2. Accelerate the adoption
rate of new products
and services

52. 3. Improve productivity
and information sharing
with external partners

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Use Learning to Build
Talent and Drive
Retention
#5

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The War for Talent is Back

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3.9M jobs are open in US right now
(BLS, 2013)

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52% of jobs are going unfilled due to lack of “the right
talent” to fill them
(Manpower, 2012)

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The hardest to fill vacancies in Asia Pacific are sales
representatives, while EMEA struggles to find skilled
trades talent
(Manpower, 2013)

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1 in 5 executives report a high negative impact on their
ability to meet client needs
(Manpower, 2013)

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71% of the workforce is not engaged
(Gallup, 2012)

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Employees with lower engagement are four times more
likely to leave their jobs than those with high engagement
(Corporate Leadership Council)

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Autonomy
• People want to have
control over their
work
Mastery
• People want to get
better at what they
do
Purpose
• People want to be
part of something
that is bigger than
they are
Learning is a significant contributor to engagement
#STWebinar

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influencer of job satisfaction is the
opportunity to use skills and abilities#1
Source: SHRM, 2012
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Summary
 The Environment is Bringing Learning Back to the Forefront
 Doing These 5 Things Well Will Give You a Competitive
Advantage:
1. Integrate Processes and Technology
2. Embrace Mobile Learning
3. Develop Content for Rapid Deployment
4. Turn Learning Into a Revenue Driver
5. Use Learning to Build Talent and Drive Retention

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About SumTotal

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LEARNING TALENT WORKFORCE
PAYROLL &
EXPENSE
3,500 Enterprise and SMB customers | 45 million users | $200M+ in revenue
17 million cloud users | 95% Customer Retention | Nearly 30 Years in HR

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SumTotal is the leading independent HR technology
provider
#1 in Learning #3 in Integrated Talent
Estimated Global LMS Market Share
Bersin, 2012
Integrated Talent Management Management
Systems Market Share, Bersin, 2012

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As a result, we serve many of the world’s most complex
industries

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Contact
 jpetruzziello@sumtotalsystems.com
 Twitter: @JodyPetruzz

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For free resources visit us at
www.sumtotalsystems.com
Context Awareness: Information and Actions
That Matter, Where and When They Matter
Learning in 2014: Trends to Accelerate Business
Performance
HR Field Guide: 5 Tips to Effective Mobile Learning
SumTotal Live Demos
(www.sumtotalsystems.com/livedemos)

70. Copyright © 2013, SumTotal Systems, LLC. │ PROPRIETARY AND CONFIDENTIAL
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