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Executive Summary
Key Findings
In spite of directional signs of improving organizational stability, L&D functions and line leaders alike face substantial uncertainty regarding the
business’s L&D priorities. Despite this uncertainty, L&D functions have received a clear mandate from the line for business impact. Unfortunately,
75% of line leaders report that their L&D functions are woefully short of achieving this mandate.
The best L&D functions recognize that boosting the capabilities of their L&D staff is their most powerful lever for delivering significant business
impact. Now more than ever, they are squarely focused on developing Learning Advisors. Learning Advisors combine traditional L&D expertise
with business expertise and strong advisory skills to proactively influence talent and business decisions, not just build employee capabilities.
The bad news is that just 24% of L&D staff today are proficient as Learning Advisors. The good news is that most L&D staff are highly motivated
to develop their advisory skills and drive business outcomes.
Key Recommendations
To boost the L&D staff’s business impact, the best L&D functions:
■■ Equip Learning Advisors for action with confidence, credibility, and accountability; and
3
The line sees employee
development as
INCREASING PRESSURE FOR BUSINESS IMPACT
critical for driving
business outcomes Employee Development Critical for Business
and increasingly expects Outcomes
L&D to deliver. Percentage of Line Leaders Who Identify Employee
Development as Critical to Achieving Business Outcomes1
The Line Increasingly Expects L&D to L&D Is Responding with a Focus on Driving
Demonstrate Business Impact Business Outcomes
Percentage of Heads of L&D Who Report Growing Percentage of L&D Managers Who Prioritize Their
Expectations from the Line for Business Impact2 Attention on Driving Business Impact3
57% 66%
Agree or Agree or
Strongly Agree Strongly Agree
1 Line leaders answering question as Agree or Strongly Agree on a 7-point agreement scale.
From CLC Learning and Development
of the Corporate Leadership Council®
2 Heads of L&D answering question as Agree or Strongly Agree on a 7-point agreement scale.
www.ldr.executiveboard.com 3 L&D managers answering question as Agree or Strongly Agree on a 7-point agreement scale.
© 2012 The Corporate Executive Board Company.
All Rights Reserved. LDR2907512PRO Source: CLC Learning and Development, L&D Team Capabilities Survey, 2011.
4
Line satisfaction with
individual learning
POSITIVE FEEDBACK ≠ BUSINESS IMPACT
interventions is not
translating into business Learner Satisfaction with Individual Positive Line Leader Feedback on Individual
impact. Learning Interventions Learning Interventions
Percentage of Learners Satisfied Percentage of Heads of L&D Reporting Positive Line
with the Learning Intervention1 Feedback for Individual Learning Interventions2
■■ The vast majority of heads
of L&D report positive
feedback on individual
learning interventions, but
that does not translate into a
high level of line satisfaction
with the function as a whole. 84% 79%
Agree or Agree or
Strongly Agree Strongly Agree
Little Line Satisfaction with the Function Few Line Leaders Rate L&D Function as Critical
as a Whole to Achieving Business Outcomes
Percentage of Line Leaders Reporting Satisfaction Percentage of Line Leaders Reporting the L&D
with the Overall Effectiveness of the L&D Function3 Function Is Critical to Business Outcomes3
23%
24%
Agree or
Agree or
Strongly Agree
Strongly Agree
1 Learners who have attended a training program assessed by the Training Effectiveness Dashboard in 2011 answering
From CLC Learning and Development question as Agree or Strongly Agree on a 7-point agreement scale.
of the Corporate Leadership Council® 2 Heads of L&D answering question as Agree or Strongly Agree on a 7-point agreement scale.
www.ldr.executiveboard.com
3 Line leaders answering question as Agree or Strongly Agree on a 7-point agreement scale.
© 2012 The Corporate Executive Board Company.
All Rights Reserved. LDR2907512PRO Source: CLC Learning and Development, 2011 Training Effectiveness Dashboard Benchmark; CLC Learning and Development, L&D Team Capabilities Survey, 2011.
5
L&D strategy and staff
capabilities drive most of
L&D STAFF CAPABILITIES matter most
the variation in the L&D
organization’s impact on Relative Impact of L&D Function Enablers on Line Leader Achievement of Business Goals
business outcomes. Percentage of Impact Explained1
99%
94%
51% 51%
L&DL&D Staff
Staff Profile L&D Strategy L&D Structure L&D
L&D Tools
Resources
Capabilities and Processes and Resources
1 The percentage of variation explained is the proportion of the total variation in L&D’s impact on line leaders achieving their business
From CLC Learning and Development
of the Corporate Leadership Council®
and talent goals that is attributable to L&D staff capabilities versus L&D strategy, L&D structure and processes, and L&D resources.
www.ldr.executiveboard.com
© 2012 The Corporate Executive Board Company. Source: CLC Learning and Development, L&D Team Capabilities Survey, 2011.
All Rights Reserved. LDR2907512PRO
6
L&D staff performance is
driven disproportionally
BEYOND L&D EXPERTISE TO BUSINESS INFLUENCE
by two capabilities:
advisory capability and Relative Impact of Capabilities on L&D Staff Performance
business expertise. Percentage of Impact Explained1
40%
■■ Advisory capability
accounts for 40% of the
relative impact on L&D staff
performance.
39%
60%
21% 21%
1 The percentage of variation explained is the proportion of the total variation in L&D staff performance that is attributable to L&D
From CLC Learning and Development
of the Corporate Leadership Council®
expertise versus business expertise and advisory capability.
www.ldr.executiveboard.com
© 2012 The Corporate Executive Board Company. Source: CLC Learning and Development, L&D Team Capabilities Survey, 2011.
All Rights Reserved. LDR2907512PRO
7
A DEFINITION OF LEARNING ADVISORS
Integrated View of Learning Advisor Capabilities
“Traditional” “Emerging”
L&D Expertise Business Expertise
A Scarce Resource
Just 24% of L&D staff qualify as Learning Advisors.
8
THREE CHALLENGES TO boosting LEARNING ADVISOR
IMPACT On THE BUSINESS
Most L&D Staff Have More Than L&D Staff Lack the Credibility A Lower Quality Bar for L&D
One Role to Impact the Business Staff Development
Percentage of L&D Staff Percentage of Line Leaders Reporting Percentage of L&D Staff Reporting
That the L&D Team Is Effective2 the Same High Quality Bar in
Learning Interventions for L&D Staff
as for Line Staff3
17% 21%
One Role1 Agree or
Strongly 40%
Agree Agree or
83%
Strongly
More Than
Agree
One Role
From CLC Learning and Development 1 L&D staff for whom one role accounts for more than 70% of their responsibilities.
of the Corporate Leadership Council®
www.ldr.executiveboard.com
2 Line leaders answering question as Agree or Strongly Agree on a 7-point agreement scale.
3 L&D staff answering question as Agree or Strongly Agree on a 7-point agreement scale.
© 2012 The Corporate Executive Board Company.
All Rights Reserved. LDR2907512PRO Source: CLC Learning and Development, L&D Team Capabilities Survey, 2011.
9
FROM BUILDING CAPABILITIES TO INFLUENCING THE BUSINESS
Comparing L&D Functions with Traditional L&D Staff Versus Effective Learning Advisors
L&D Functions with Traditional L&D Staff L&D Functions with Effective Learning Advisors
Actions Actions
1 Calculated by measuring the difference in likelihood of line leaders reporting that the L&D function does the said activity by comparing L&D functions with the bottom 20% Learning Advisor
capability to L&D functions with the top 20% Learning Advisor capability.
2 “Business goals” is defined as the performance of line leader’s unit or group on revenue and talent goals. The 22% increase in the number of line leaders who achieve their business goals
represents a statistical estimate of the maximum impact an L&D function with effective Learning Advisors can have on the number of line leaders who achieve their business goals.
Source: CLC Learning and Development, L&D Team Capabilities Survey, 2011.
10
DriviNG tHE BuSiNESS imPact OF L&D StaFF
1 2 3
target High-impact activate Learning advisor Develop Learning advisor
activities and interactions capabilities to Extend impact capabilities on the Job
define and Map high-Impact Build L&d Staff Confidence to have Target on-the-Job development
Capabilities to day-to-day L&d Activities Challenging Conversations with the Line Activities to Individual Needs
Build and Sustain high-Impact Collect and use Intelligence use Peer Learning to Accelerate
L&d and hRBP Partnerships to drive Business decisions and Broaden development
11
tarGEt HiGH-imPact activitiES aND iNtEractiONS
target High-impact
activities and interactions
12
L&D staff have the
greatest opportunity to
ROOM TO RUN ON KEY LEARNING ADVISOR
impact their performance
by improving their
CAPABILITIES
business expertise and
advisory capability. Relative Impact on L&D Performance
By Captured and Uncaptured Benefit Based on L&D Proficiency
How to Read the Chart
■■ Significant improvement
Total Relative Impact
opportunity exists for 40%
The total relative impact of moving
L&D staff across all three L&D employees from low to
core parts of the Learning advanced proficiency
Advisor role.
32% Uncaptured Impact
■■ However, most of the Impact not captured by the average
uncaptured impact on L&D L&D employee
employee performance
is focused on business Captured Impact
expertise and advisory 39% 8%
Impact already captured by the
capability. average L&D employee
31%
60%
21% 8%
10%
21%
11%
© 2012 The Corporate Executive Board Company. Source: CLC Learning and Development, L&D Team Capabilities Survey, 2011.
All Rights Reserved. LDR2907512PRO
13
Advisory capability,
business expertise, and
HIGH-IMPACT LEARNING ADVISOR CAPABILITIES
L&D expertise are all
important drivers of L&D Impact of Learning Advisor Capabilities on L&D Staff Performance1
staff performance.
Business Expertise
29% 29%
28% 28% 28% L&D Expertise
26%
25%
24% 24%
23% 23%
22%
21%
20%
14% 14%
13% 13%
11%
9%
Negotiation
Communication
Client-Specific
Business Acumen
Project Management
Innovation
Expectation Management
Organization-Specific
Business Acumen
Relationship Building
Intervention Selection
Prioritization
Analysis Skills
Firmwide Talent
Strategy Knowledge
Facilitation
Instructional Design
Social Learning
Technology Skills
LMS Management
1 Each bar represents a statistical estimate of the maximum impact each capability can have on L&D staff performance. The maximum
From CLC Learning and Development impact is calculated by measuring the predicted difference in L&D staff performance between the lowest and highest effectiveness at
of the Corporate Leadership Council® each capability. The impact of each capability is modeled separately.
www.ldr.executiveboard.com
© 2012 The Corporate Executive Board Company. Source: CLC Learning and Development, L&D Team Capabilities Survey, 2011.
All Rights Reserved. LDR2907512PRO
14
Learning Advisor Capabilities
Sets of L&D L&D Staff
Definition
Capabilities Capability Name
Facilitation Ability to deliver and facilitate L&D interventions
Instructional Design Ability to use instructional design tools (technology or non-technology related) to develop L&D interventions
LMS Management Ability to manage Learning Management System(s)
L&D Expertise L&D Process Skills Knowledge of and skills for executing L&D processes
L&D Terrain Knowledge Knowledge of L&D theories, frameworks, and latest trends
Social Learning Ability to manage Web 2.0/social learning technologies to deliver L&D interventions, sustain learning, and foster
Technology Skills knowledge sharing
Project Management Ability to plan, organize, coordinate, execute, track, and evaluate projects
Analysis Skills Ability to identify the underlying causes behind employee or business performance issues
Client-Specific Knowledge of the business and operations for business units or functions the L&D professional serves
Business Acumen
Firmwide Talent Awareness and understanding of the organization’s talent strategy
Business Strategy Knowledge
Expertise General Business Knowledge of general business fundamentals and models, finance, and management principles
Acumen
Organization-Specific Knowledge of the organization’s business model, operations, financial goals, and competitive position
Business Acumen
Use of Data and Metrics Ability to use data and metrics to analyze line needs and demonstrate the impact of L&D interventions
Communication Ability to communicate effectively with key stakeholders
15
The most critical
Learning Advisor
THREE KEY THEMES OF HIGH-IMPACT LEARNING
capabilities focus
on three themes.
ADVISORS
1. From informing decision
making to challenging
decision making Representative
Themes Representative Behaviors
Capabilities
2. From executing L&D
processes efficiently From Informing Decision Making ■■ Expectation ■■ Work with line leaders to understand cause
to using day-to-day to Challenging Decision Making Management of problems, not fulfill training requests.
activities for influence
■■ Negotiation ■■ Challenge line leaders’ assumptions and
3. From solely driving for negotiate with them on L&D’s approach.
■■ Relationship Building
satisfaction to driving for
■■ Interact regularly with line leaders to understand
business impact ■■ Intervention Selection
upcoming shifts in priorities.
From Executing L&D Processes ■■ Analysis Skills ■■ Help line leaders understand how L&D
Efficiently to Using Day-to-Day interventions will address their business
■■ Communication
Activities for Influence problems.
■■ Firmwide Talent
Strategy Knowledge
■■ Continuously communicate the potential impact
of available L&D interventions to line leaders.
■■ Surface opportunities to improve the performance
of employees to drive business impact.
From Solely Driving for ■■ Prioritization ■■ Use business knowledge to prioritize L&D
Satisfaction to Driving for interventions.
■■ Client-Specific Business
Business Impact
Acumen ■■ Measure progress of L&D initiatives against
driving desired business outcomes.
■■ Organization-Specific
Business Acumen ■■ Use L&D expertise to propose solutions that
best fit the desired business outcomes.
16
Cisco creates a path to
successfully executing
Demonstrate How L&D Employees
against the L&D Business
Engagement Model by
Achieve Excellence
creating a competency Cisco’s L&D Competencies and Skills Framework
model that demonstrates
the skills needed. Competencies Skills and Knowledge
Cisco
Business Acumen Financial Organizational recognizes
that knowing
Based on feedback from Industry Specialized (geo, technology, etc.)
■■
the business
HR, L&D, and line managers, Cisco and the client’s
Cisco identifies eight key context is
Building rapport Earning trust and credibility critical to L&D
competencies, four of which Executive Engagement
success.
are prioritized as most Strategic positioning Handling objections
critical to driving business
Managing expectations Negotiating and influencing
outcomes.
Evaluating solution alternatives Positioning portfolio Cisco identifies
Solutioning/Positioning
Selecting and recommending solutions Understanding and explaining ROI that L&D should
use their L&D
Learning requirements Audience knowledge to
Analysis
advise the line
Job skills and tasks Impacts and propose on-
target solutions.
Work environment Obtain, synthesize, and report data
Performance gaps
17
Cisco teaches L&D
employees when to
EMBED CRITICAL SKILLS INTO DAY-TO-DAY
demonstrate critical skills
by mapping them to the
ACTIVITIES
day-to-day L&D activities
that most drive business Connect Skills to Day-to-Day Activities in L&D Block Consulting Model
impact.
18
tarGEt HiGH-imPact activitiES aND iNtEractiONS
target High-impact
activities and interactions
19
All parts of HR have
received a mandate to
Everyone Trying to be The HR Strategic Partner
be a strategic partner to
line leaders, which makes Too Many Players at the “Strategic” Table
it unclear to L&D staff
where they fit in.
L&D HR Business
Manager Partner
1 CLC Compensation, Functional Management Topic Center; CLC Benefits, Functional Management Topic Center.
From CLC Learning and Development
of the Corporate Leadership Council® 2 CLC Recruiting, Building Next-Generation Recruiter Capabilities, Arlington, VA: Corporate Executive Board, August 2010.
www.ldr.executiveboard.com 3 CLC Human Resources, Building Next-Generation HR-Line Partnerships, Arlington, VA: Corporate Executive Board, September 2007.
© 2012 The Corporate Executive Board Company.
All Rights Reserved. LDR2907512PRO
20
Lack of clarity between
L&D and HR business
LINE LeaderS RECEIVE MIXED SIGNALS
partners (HRBPs)
creates confusion for Line Leaders Unsure Who Does What Line Leaders Getting Mixed Messages
line partners. Percentage of Line Leaders1 Percentage of Line Leaders1
30%
Agree or
Strongly Agree
43%
Agree or
Strongly Agree
1 Line leaders answering question as Agree or Strongly Agree on a 7-point agreement scale.
From CLC Learning and Development
of the Corporate Leadership Council®
www.ldr.executiveboard.com
© 2012 The Corporate Executive Board Company. Source: CLC Learning and Development, L&D Team Capabilities Survey, 2011.
All Rights Reserved. LDR2907512PRO
21
L&D lacks clarity on how
their role is differentiated
Lack of Role Clarity and Support
from HRBPs.
L&D Function Fails to Clarify L&D Roles L&D Staff Do Little to Help HRBPs
and Responsibilities Percentage of L&D Staff1
■■ Only about one-quarter of Percentage of L&D Staff1
L&D staff agree that they
are given guidance on
differentiating L&D’s from
HRBPs’ roles. “My organization provides me with effective “I help the HRBPs I work with hold informed
guidelines differentiating my role and the role conversations with line leaders.”
■■ Less than one-half of of HRBPs.”
L&D employees support
HRBPs in having informed
conversations.
27% 47%
Agree or Agree or
Strongly Agree Strongly Agree
© 2012 The Corporate Executive Board Company. Source: CLC Learning and Development, L&D Team Capabilities Survey, 2011.
All Rights Reserved. LDR2907512PRO
22
MetLife clearly maps
out the roles and
Create Role Clarity to Improve
responsibilities of L&D
and HR for common types
Efficiency
of projects to enable
efficient use of resources MetLife’s HRBP-L&D RACI Models
and capitalize on each HRBP/L&D Engagement Model Responsibility Mapping Four Decision Principles
group’s unique strengths. for Giving Responsibility to
Task/Work Process HRBP Learning L&D Business Central Other
Partner Client Reporting Centers of L&D or HR
(L&D Excellence
Who has unique expertise?
■■ MetLife built RACI models Consultant)
Who has the ability to
for common projects to Management/Leadership Development
do the task the most
identify what types of –– New Leader Assimilation R C I A N/A efficiently?
projects L&D should lead –– Middle Management A R R C N/A Who has the most at stake
and when they should play Development Strategy in the outcome?
a supporting role. –– New Supervisor Training A R R C N/A Who has responsibility
OD/OE for the related tasks?
■■ The new model makes clear –– Organizational Design A/R C I C C
that the HRBP leads the
–– Org Development/ A/R R I C N/A C
diagnostic, which reduces Effectiveness
the problem of defining –– Change Management A R R C N/A C/R
complex business issues,
–– Team Building A R R C N/A
such as of who speaks to
Learning Life Cycles
the client first, resulting in a
–– Performance Gap C A R C N/A N/A
more holistic assessment.
and Needs Analysis
–– Performance Support C A R C N/A N/A
Tools
Tips for Building RACI Models –– L&D Evaluation C A R C N/A N/A
■■ Place accountability and –– Resources, Tools, C A R C N/A N/A
responsibility closest to the Books 24/7
action or knowledge. –– Product and Process C A R R N/A N/A
■■ Allow only one accountable Knowledge Education
per activity.
■■ Minimize the number of
23
DriviNG tHE BuSiNESS imPact OF L&D StaFF
1 2 3
target High-impact activate Learning advisor Develop Learning advisor
activities and interactions capabilities to Extend impact capabilities on the Job
define and Map high-Impact Build L&d Staff Confidence to have Target on-the-Job development
Capabilities to day-to-day L&d Activities Challenging Conversations with the Line Activities to Individual Needs
Build and Sustain high-Impact Collect and use Intelligence use Peer Learning to Accelerate
L&d and hRBP Partnerships to drive Business decisions and Broaden development
24
ACTIVATe LEARNING ADVISOR CAPABILITIES TO EXTEND IMPACT
25
Line leaders value L&D
staff that challenge them
FAILING TO STEP UP TO THE CHALLENGE
on their most critical
decisions. Line Leaders Value L&D Staff Who Challenge Them on Talent-Relevant Business Decisions
Percentage of Line Leaders1
72%
■■ Ninety percent of line
leaders are open to being
challenged by L&D, yet only
12% of L&D staff do so.
18%
10%
Very Few L&D Staff Challenge Line Managers Line Leaders Find Few L&D Staff Challenge
Percentage of L&D Staff2 Them on Talent-Relevant Business Decisions
Percentage of Line Leaders2
“I challenge line managers about their talent “L&D staff challenge me on the most critical
assumptions, when appropriate.” decisions.”
12%
Agree or
Strongly Agree
40%
Agree or
Strongly Agree
From CLC Learning and Development 1 Line leaders answering question on a 7-point agreement scale.
of the Corporate Leadership Council®
www.ldr.executiveboard.com 2 Line leaders answering question as Agree or Strongly Agree on a 7-point agreement
scale.
© 2012 The Corporate Executive Board Company.
All Rights Reserved. LDR2907512PRO Source: CLC Learning and Development, L&D Team Capabilities Survey, 2011.
26
To increase confidence
before the needs
Increase CONFIDENCE WITH CHALLENGING
assessment meeting, L&D
staff review the business
PREPARATION
plan and then hold a
challenging premeeting Step 1: L&D Employee Reviews Step 2: L&D Employee Holds a Challenging Premeeting Call
the Business Unit’s Business Plan with an HRBP
call with the HRBP.
The L&D employee is responsible L&D’s Role in the Premeeting HRBP’s Role in the PreMeeting
■■ During the call, the HRBP
for identifying questions to ask Call Call
acts as a pseudo line
during the premeeting call.
leader, testing the L&D staff ■■ Ask questions identified ■■ Provide detailed information
member’s knowledge of the during business plan review. on the business unit.
Key Questions for Reviewing the
business and his/her ability
Business Plan ■■ Challenge L&D staff questions
to ask relevant questions.
■■ Ask follow-up and clarifying
and assumptions.
■■ How does the business unit make questions as needed.
■■ The premeeting call creates money? ■■ Test L&D staff knowledge of
■■ Absorb information regarding the business plan.
two-way value, as the HRBP
■■ Who are the customers? the industry and business unit.
leaves the conversation ■■ Provide feedback on areas
confident that the L&D staff ■■ What is going on in the industry? ■■ Challenge the business in which the L&D staff
member will have the right partner to think critically or member should gather more
conversation with the line ■■ What are the business unit’s see a problem in a new light. information.
partner and act in corporate long-term priorities? ■■ Provide coaching and
HR’s interest. ■■ Display your knowledge of the
feedback on L&D staff
■■ What are the key issues and business plan.
effectiveness during the
risks?
“I quickly discovered ■■ Use business language to discussion.
how critical the ■■ How do macro, micro, internal, convey your ideas and avoid
premeeting call was to and external trends affect the L&D language.
the process. It established a talent strategy?
strong partnership with the HRBP
■■ Discuss and agree on the
and demonstrated to them that I roles L&D will play in the line
understood the industry, the interaction.
business, and the impact to
capability needs in the business.”
Amanda Harvey
Learning Leader
Cargill
27
Activate LEARNING ADVISOR CAPABILITIES TO EXTEND IMPACT
28
The line does not view
L&D as a strategic
A (STARTLING) LACK OF INFLUENCE
partner, and thus does
not seek their input when Few L&D Staff Are Effective at Influencing the Line’s Talent Strategy Decision Making
making decisions. Percentage of Line Leaders1
“L&D is effective at influencing my talent strategy “L&D is effective at influencing my talent strategy
decision making through relevant insights.” decision making through relevant arguments.”
■■ Few L&D staff are effective
at influencing the line’s
talent strategy decisions
15% 15%
through relevant insights Effective or Effective or
or arguments. Very Effective Very Effective
Most Line Leaders Do Not Approach L&D for …Or Even Development Needs
Talent Advice… Percentage of Line Leaders Who Approach the
Percentage of Line Leaders Who Actively Seek L&D Team First When Facing Staff Capability
Input from L&D for Talent Decisions2 or Performance Challenges2
21% 14%
Agree or Agree or
Strongly Agree Strongly Agree
29
L&D staff establish
themselves as consultants
SET EXPECTATIONS FOR SUCCESS EARLY
rather than order takers
by explaining their
IN THE PROCESS
methodology to the line
up front. Initial L&D–Line Meeting
30
SRA’s L&D team builds
credibility with the
Build credibility THROUGH ASKING,
line by asking the right
questions, rather than
NOT TELLING
jumping to solutions
immediately.
SRA’s L&D Initiation Form
Complete as much information as possible during your initial meeting
■■ While L&D staff may be with the line.
tempted to provide a Meeting Participants Date:
solution in the moment, Questions Only: L&D may
using this form reminds Remember: Our instinct is to solve the challenge right away and show how only ask questions (they
them that it is more may not provide solutions
Solution well we know our stuff, but that’s not the purpose of this first meeting.
important to ask the right at this time).
The purpose of this meeting is to capture the true needs of the line.
questions than provide
answers during the initial
meeting. Business Challenge
1. Describe the business issue as it currently exists.
■■ Beyond asking common 2. How do you know that an L&D solution will solve this issue?
needs analysis questions,
L&D uses clarifying
questions in the line’s
language to get to the true Constraints
root cause of the challenge. 8. What constraints exist related to the solution that should be noted (e.g.,
budget, timing, number of participants, learning environment, technology)?
9. Is the content stable? If the content requires updates, how frequently? What
■■ Asking the right questions
events trigger updates? How extensive will those updates need to be?
builds L&D staff’s credibility
with the line, as well as their Objective Line’s Language: L&D must
own business expertise. 10. What do the participants need to be able to do, know, or “be” (e.g., attitude) ask the questions in the
as a result of this learning initiative? (These represent the performance line’s language.
outcomes and should be expressed as verb statements.)
11. How will you know that this initiative is successful and on target?
Discussion of Challenge
Remind the line customer that this may be an iterative process. After we have and Outcome, Not
Solution: L&D and the line
a team discussion of the information you collect during this meeting, you may only discuss the challenge
need to go back to the line to further discuss what the correct challenge is. and desired business
outcomes during the initial
meeting.
31
L&D capitalizes on the
group’s expertise by
TAP INTO L&D’S COLLECTIVE KNOWLEDGE
holding a team discussion
with the explicit purpose Pre-Solution Identification Team Brainstorming Session
of L&D challenging one
another’s thinking prior Information Shared by L&D Consultant Pressure-Testing
to offering a solution to Challenge: Line’s challenge as articulated during L&D Manager
the line. line-L&D meeting “Could this be an engagement
Constraints: Line’s timeline, number of participants, etc. issue? What made you determine
Outcomes: Business outcomes solution should achieve that this challenge can be solved
■■ The L&D team holds a as agreed on at end of line–L&D meeting. through development?”
brainstorming session Proposed Solutions: Potential solutions identified by L&D
whenever they are presented consultant following line–L&D meeting
with a challenge for which
the organization does not Best Practice Sharing
have an existing solution. Peer L&D Consultant
L&D Consultant
“When I was working with the
■■ Following similar principles IT team on a similar challenge, I
to their line interactions, the provided the manager with a list of
potential on-the-job development
L&D team uses the inquiry
opportunities, such as...”
approach with one another
to pressure-test the line’s
challenge, identify potential
solutions, and prepare the
L&D staff member to present Preparing for Line Presentation
the possible solutions L&D Director
to the line. “I could see the line manager being
concerned about the amount of
Outputs of Team Brainstorming Session time this solution would take. How
■■ In addition, applying the
Additional Information Needed: The L&D team identifies any additional will you respond to him?”
inquiry approach internally information the L&D consultant needs to get from the line before they are
to L&D builds staff’s ready to provide recommended solutions (if applicable).
confidence to use it when Recommended Solutions: Through this discussion, the L&D team establishes
interacting with the line. a list of recommended solutions for the L&D consultant to propose to the
line. In addition, they identify the business justification behind each proposed
solution, as well as any drawbacks a solution may have.
Prioritization of Request: After a team discussion of time, cost, and impact
considerations, the L&D director defines the business impact of the proposed
solutions and how they fit in with the organization’s overall objectives.
From CLC Learning and Development
of the Corporate Leadership Council®
www.ldr.executiveboard.com
32
DriviNG tHE BuSiNESS imPact OF L&D StaFF
1 2 3
target High-impact activate Learning advisor Develop Learning advisor
activities and interactions capabilities to Extend impact capabilities on the Job
define and Map high-Impact Build L&d Staff Confidence to have Target on-the-Job development
Capabilities to day-to-day L&d Activities Challenging Conversations with the Line Activities to Individual Needs
Build and Sustain high-Impact Collect and use Intelligence use Peer Learning to Accelerate
L&d and hRBP Partnerships to drive Business decisions and Broaden development
33
DEVELOP LEARNING ADVISOR CAPABILITIES ON THE JOB
34
On-the-job learning is
especially critical to
ON-THE-JOB DEVELOPMENT CRITICAL TO BUILD
developing Learning
Advisor capabilities.
EXPERTISE IN LEARNING ADVISOR SKILLS
On-the-Job Development Has Greater Impact Than Formal Training
■■ Previous CLC HR research Impact of Learning Methods on Employee Performance (as Reported by the Managers, Indexed to 100 Points)
shows that on-the-job
development is a much more ∆ = 3x 300
effective learning method
Impact on Employee
than formal training.
Performance
■■ In particular, this applies
to developing strategic
skills for HR staff, such as 100
those needed by Learning
Advisors.
21% 3%
Role Effectiveness Explained by
Development Experiences
10%
66%
From CLC Learning and Development On-the-Job Rotation Formal Coaching and
of the Corporate Leadership Council® Experiences Experiences Training Mentoring
www.ldr.executiveboard.com
Development Strategies
© 2012 The Corporate Executive Board Company.
All Rights Reserved. LDR2907512PRO Source: CLC Learning and Development, Unlocking the Value of On-the-Job Learning, Arlington, VA: Corporate Executive Board, 2009; CLC Human Resources,
Building Next-Generation HR-Line Parnterships, Washington, DC: Corporate Executive Board, 2007.
35
Shell develops L&D staff
competencies at the skill
TARGET ON-THE-JOB DEVELOPMENT
level and above through
experience maps that
TO DESIRED PROFICIENCY LEVELS
identify high-quality
on-the-job development Experience Map for Shell’s Business Partnering and HR Strategy Competence
opportunities.
Business Knowledge Personal Credibility Strategic Contribution
■■ Member of cross-functional ■■ Manage people ■■ Member of L&D functional
■■ Though formal training project team ■■ Member of diverse improvement team
and reference materials ■■ Interview line leaders to identify project team ■■ Create and present a plan of how
Skill critical business priorities for Exposure to external L&D will deliver services
effectively build awareness
■■
36
DEVELOP LEARNING ADVISOR CAPABILITIES ON THE JOB
37
Peers impact the
effectiveness of on-
ACCELERATE DEVELOPMENT WITH PEER LEARNING
the-job development
activities, but few L&D Attributes of High-Quality On-the-Job Development Activities Sample Activities Involving Peers
staff receive support
from their peers.
1. Access to Best Practice: Employees should engage in activities that Shadow a coworker.
clearly illustrate the right approach to a problem. Work with a recognized expert.
■■ CLC Learning and 2. Scope Expansion: Employees should engage in activities that increase
Development’s research the scope of their responsibilities for more than a brief period. Participate in a group to solve a real
shows that some of the business problem.
3. Change and Adversity: Employees should be involved in turbulent
most effective on-the-job
situations that build the flexibility to adapt to new situations.
development experiences
Work with people from other business
involve peers and other 4. Challenging Relationships: Employees should be involved in situations
units, functions, or locations.
colleagues. that develop widely useful relationship building skills.
Work with multiple people with
5. Persuading and Teaching: Employees should engage in activities where contradictory and competing views.
■■ Few L&D staff report that active preparation is needed to successfully communicate their ideas.
their peers provide them
6. Making Difficult Decisions: Employees should engage in decision-making Teach coworkers how to do
with the support they need.
activities where the cost of making mistakes forces deliberate reflection. a component of their job.
L&D Staff Not Receiving the Right Support from Their Peers
Percentage of L&D Staff Rating Their Peers as Effective or Very Effective1
47%
44%
35% 35%
17%
38
Deploy flexible,
impermanent L&D
SCRUM teamS TARGET Speed-to-Market
teams to the areas in
the business line with
NEEDS
greatest development
needs. Vanguard’s Scrum Team Approach to L&D Resourcing
Diane Tiger
Senior Manager, Learning and Development,
Vanguard
39
Vanguard takes a
portfolio approach to
CREATE SCRUM teamS THAT BALANCE
resourcing scrum teams
to create collaborative
BUSINESS NEEDS AND L&D STAFF DEVELOPMENT
teams by pairing staff
with opposing strengths Skill and Experience Matrix Scrum Team Resourcing Decision Rules
and development areas. Retail Project C Scrum Team
1
Skill Levels: Make Resourcing Decisions Based on Project Size and
■■ Vanguard compiles matrices Green (G)—Has this skill Scope
completed by L&D staff and Yellow (Y)—Needs more Vanguard identifies scrum team members by considering
their managers regarding experience with this skill Adam Deepti Sam the amount and types of resources needed.
the skills they have and
Client Consulting
those they need to develop.
Advisory Y G Y
2
Evaluate the Full Range of Capabilities Needed
■■ By creating teams aligned to Business Acumen G Y Y for the Project
business challenges rather Persuasion G G Y Vanguard considers a comprehensive set of capabilities,
than assigning specific tasks including both consulting and L&D process skills, when
Relationship Building Y Y G
to individuals, Vanguard resourcing scrum teams.
eliminates costly and Needs Assessment
time-consuming handoffs Curriculum Analysis G G Y 3
between each process step. Job/Skill Analysis Y G Y Create Scrum Teams That Fulfill Business Needs
Solution Design The scrum team has at least one person who has each skill
(e.g., business acumen) needed to complete this project.
E-Learning Y G Y
Web/Portal Page G Y Y 4
Evaluation and Measurement Consider Peer Development Opportunities
Assessment Creation G Y Y Adam and Deepti will be able to develop their
relationship-building skills through Sam.
Data Analysis G G Y
Business Area Experience 5
Corporate Strategy Y G Y Deploy Scarce, Critical Skills Selectively
Retail Operations Y Y G Sam is resourced to this scrum team given the project’s
high business priority and his rare experience working
with Retail Operations.
40
Driving The Business Impact of L&D Staff
41
CLC Learning and Development
CORPORATE
LEADERSHIP
COUNCIL