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To the Agile Go the Spoils: Why Learning
              Must Evolve
 Speaker:     Darin Hartley
              Executive Director of Client Management
              Intrepid Learning


 Moderator:   Daniel Margolis
              Managing Editor
              Chief Learning Officer magazine




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                                                             #CLOwebinar
To the Agile Go the Spoils: Why Learning
              Must Evolve


                   Daniel Margolis
                   Managing Editor
                   Chief Learning Officer magazine




                                       #CLOwebinar
To the Agile Go the Spoils: Why Learning
              Must Evolve

                   Darin Hartley
                   Executive Director, Client Management
                   Intrepid Learning

                   dhartley@intrepidls.com

                   (206) 838-9345

                   @soc_net_writer

                   Linkedin.com/in/darinhartley

                                           #CLOwebinar
To the Agile, Go the Spoils:
Why Learning Must Evolve




   #CLO_Agility
Darin Hartley - Bio
                 Executive Director, Client Management @ Intrepid
                 – a significant part of my role here is in business
                 development

                 Twenty plus years in training (ASTD, Dell, EG&G,
                 Lockheed Martin, GP, US Navy)

                 Graduate & Undergraduate degrees in Training
                 Management and Corporate Training

                 Author – 10 Steps to Successful Social Networking
                 for Business and three other titles

                 Passionate believer in the potential for
                 appropriately harnessed technology can do for
                 learning




                            8
#CLO_Agility




9
Technology
 Intrepid Learning Solutions                             Enabled
                                                        Solutions

 provides strategic learning
                                                        Delivery &
services, technology-enabled                            Managed
                                                         Services

learning solutions, and expert
 learning execution to blue                            Consulting


      chip companies

                                                       Research /
                                                        Theory of
                                                      Adult Learning




   From strategy and design, to technology and execution, we’re dedicated to
   the idea that learning can empower individuals and transform organizations
                                                                10
                           to achieve epic performance
Intrepid Services & Solutions

                                Technology
                                                          Business
    Consulting                   Enabled                                   Outsourcing
                                                          Solutions
                                 Solutions
                                                                             Instructor
        Learning                                                              Delivery
        Strategy,                                         Management          Services
       Analysis &                                         Development
       Research                     eLearning
                                                                           Content Design
                                                         Sales Readiness   & Development
      Measurement                Mobile Learning

                                Virtual Classroom           New Hire         Learning
    Content Design                   Training              Orientation      Technology
    & Development                                                           Management
                                 Agile Web Portal
                                                            Channel
        Learning                                           Enablement        Training
       Technology                                                            Program
                                                                           Management &
                                                                           Administration




To the Agile, Go the Spoils   #CLO_Agility
                                                    11
Webinar Objectives
•  Describe the connection between business agility,
   learning agility and informal learning
•  Apply technology-enabled informal learning research and
   trends to your business challenge
•  Apply example user scenarios and solutions, and a best
   practice model for designing an effective technology-
   enabled informal learning strategy for your organization




To the Agile, Go the Spoils   #CLO_Agility
                                             12
Agenda
•  Introductions
•  Brief overview of Intrepid Learning Solutions
•  Description of Agility
•  Macro-level trends around Technology-Enabled Informal
   Learning
•  Sales & Onboarding agility example
•  Model for agile implementation
•  Summary and Q&A



To the Agile, Go the Spoils   #CLO_Agility
                                             13
A myriad of factors are colliding and forcing
      organizations to focus on people agility.

                                                                                Top-Line
                                                              Unanticipated   Innovations      Disruptive
                                                               Conditions                     Technology

                                                    Culture                                                 Competitive
                                                    Change                                                   Pressures



                                       Leadership                                                                    Increasing
                                        Vacuum                                                                         Speed




                                    Knowledge
                                     Workers                           Business                                            Beyond
                                                                                                                          Commodity


                                                                        Agility
                                                                                                                          Virtuous
                                    Future Jobs                                                                            Circle




                                           Return to                                                              Emerging
                                            Growth                                                                 Markets


                                                                                                      Industry
                                                       Failing Grade                                  Change
                                                                                        Industry
                                                                       Brain Drain    Consolidation




Herring, S. (2011, March 21). Moving Toward 2020: The Learning Decade. Fast Company.

 To the Agile, Go the Spoils          #CLO_Agility                                   14
Agile Learning Implications




To the Agile, Go the Spoils   #CLO_Agility
                                             15
Traditional training investment is outmoded for
                 today’s learner




To the Agile, Go the Spoils   #CLO_Agility   16
POLL 1: Do you agree with the
  70/20/10 Learning Model?

- Yes
- No
- Maybe


To the Agile, Go the Spoils   #CLO_Agility   17
DEFINITION: TEIL (via Intrepid)
      Continuous learning that takes place independent of
      instructors or formal courses through social, collaborative
      or on-demand tools that allow learners and experts to
      share content with one another.




To the Agile, Go the Spoils   #CLO_Agility
                                             18
What does TEIL Research Tell Us?
A.  Inclusion of technology-enabled informal learning (TEIL) in solution
    development is generally high.

B.  Sales organizations are the early adopters of TEIL, especially for product and
    technical training.

C.  92% of survey respondents said TEIL worked average or better when applied
    to their most important objectives.

D.  Drivers for TEIL were improved access, ability to easily update and share
    content and cost reduction.

E.  Key TEIL growth area is mobile.
                                                    About this Study:
                                                      -    Performed in September 2010
                                                      -    110 participants in 21 industries


  To the Agile, Go the Spoils   #CLO_Agility
                                               19
What Business Problems Does TEIL Focus
On?




N	
  =	
  98	
  


      To the Agile, Go the Spoils   #CLO_Agility
                                                   20
How is TEIL Used for Sales?
Understanding	
  technical/product	
  information                                           74%                            10%
                   Communicating	
  the	
  value	
  proposition                            69%                         12%
                                Identifying	
  customer	
  needs                      58%                            22%
                       Representing	
  client	
  success	
  stories                   57%                       17%
                    Maintaining	
  good	
  customer	
  relations                     56%                        19%
                                              Qualifying	
  leads                    52%                      21%
                      Positioning	
  against	
  the	
  competition                   52%                     19%
                             Acquiring	
  sales	
  best	
  practices                 52%                      23%
                                                                                                                                 Current	
  Use
                        Overcoming	
  customer	
  objections                        48%                   21%
                                                                                                                                 Planned	
  Use
       Understanding	
  the	
  target	
  customer	
  profile                        48%                    23%
                                       Using	
  CRM	
  effectively                  47%                   23%
                              Negotiating	
  and	
  closing	
  sales           35%                19%
                          Communicating	
  with	
  executives                 34%                16%
                   Understanding	
  financial	
  fundamentals                 32%             19%
                         Forecasting	
  new	
  sales	
  accurately            30%                23%

                                                                       0%   10% 20% 30% 40% 50% 60% 70% 80% 90%
N	
  =	
  72	
                                                                        Percent	
  of	
  Respondents



      To the Agile, Go the Spoils                     #CLO_Agility
                                                                                     21
Why was TEIL introduced?
                            Make	
  c ontent	
  accessible	
  to	
  more	
  learners	
                                                                 68%


                                    Increase	
  learners'	
  ability	
  to	
  self-­‐serve                                                            65%


        Provide	
  quick/easy	
  ways	
   to	
  update	
  &	
  share	
  fresh	
  c ontent                                                       59%


  Promote	
  c ulture	
  of	
  sharing	
  among	
  peers,	
  mentors	
  &	
  e xperts                                                 48%


    Improve	
  r elevancy	
  (e.g.,	
  by	
  personalization,	
  ratings,	
   search)                         19%


                            Track	
  usage	
  patterns	
  to	
  improve	
  decisions	
                   15%


                       Increase	
  brand	
  awareness	
  or	
  c ustomer	
  loyalty                     13%


                                                Other	
  (please	
  specify	
  below)               10%


                                                                                             0%   10%    20%        30%   40%      50%        60%     70%    80%

                                                                                                               Percent	
  of	
  Respondents
N	
  =	
  108	
  


   To the Agile, Go the Spoils                      #CLO_Agility
                                                                                             22
What Technologies Support TEIL?
                       Conferencing	
  software	
                                  91%                        5%
  Short-­‐form	
  c ontent	
  (e.g.,	
  job	
  aids)                          79%                       12%
                       Short	
  e -­‐learning	
  pieces                      73%                       20%              Widespread	
  Adop4on	
  
                               Surveys	
  and	
  polls                       73%                     14%
                                            Quizzes                         69%                  8%
                                     Chat/forums                       52%                 19%
                         Blogs	
  and	
  microblogs                   50%                 14%
                  Communities	
  of	
  practice                       48%                  28%
                Video	
  (e.g.,	
  YouTube-­‐like)                    47%                 23%                                     Current	
  Use
                                          Podcasts                   43%                 21%                                      Planned	
  Use
                                               Wikis                 42%           10%
                              Mentor	
  networks                     40%             24%
             Social	
  networking	
  software                    36%               17%
                                                                                                                        High	
  Growth	
  Areas	
  
                              Expert	
  directories             30%           24%
                                 Mobile	
  learning            21%           33%

                                                          0%         20%      40%          60%       80%       100%   120%

                                                                              Percent	
  of	
  Respondents
   N	
  =	
  108	
  

To the Agile, Go the Spoils                       #CLO_Agility
                                                                                    23
SALES & ONBOARDING
AGILITY EXAMPLES

           24
Rebuilding a Sales Organization (Case Study)

                                                  •  New leadership and new culture
                                                     from merger

                                                  •  Lost half of sales team in 2010
                                                     due reorganization

                                                  •  Need to achieve 30% growth in
                                                     2011




             Peter Wiley,
                          Sales
      General Manager, US



To the Agile, Go the Spoils   #CLO_Agility
                                             25
Minimal Capacity to Successfully Train
                                                        Creating and closing
                                                           opportunities
                                                            4.5
                       Recruiting sales talent                                      Protecting accounts
                                                              4
                                                             3.5
                                                              3
           Maintaining accounts                                                                 Defining and positing solutions
                                                             2.5
                                                              2        Focus on rapid execution and building
                                                             1.5                     capability
                                                              1
  Designing compensation                                     0.5                                      Supporting indirect selling
                                                                                                                                    Your Score
                                                              0
                                                                                                                                    Industry Mean



 Building sales infrastructure                                                                     Setting sales strategy




                                                                                          Managing within the sales
            Coaching for sales results
                                                                                                ecosystem

                                 Delivering sales training                Developing sales force capability




To the Agile, Go the Spoils                #CLO_Agility
                                                                               26
Rebuilding a Sales Organization


      •  No time to waste

      •  First wave of sales recruits on the
         way




                                                                    Sara Rafferty
                                                                     Direct Sales

       -1 mo                      Start                    +1 mo           +6 mo


                      - 1 wk                  +1 wk                +3 mo

To the Agile, Go the Spoils    #CLO_Agility
                                                      27
Live The Culture




To the Agile, Go the Spoils   #CLO_Agility
                                             28
The Package Arrives
       •  New Hire “Paperwork”

       •  Welcome Videos from CEO and
          other Executives

       •  Expectations and Orientation to
          Day 1




         -1 mo                        Start                  +1 mo           +6 mo


                        - 1 wk                  +1 wk                +3 mo

To the Agile, Go the Spoils      #CLO_Agility
                                                        29
Tablets Used More Frequently for Sales 2.0
Learning

      “Global CIO: Inside SAP: 2,500 iPads Are Only The
      Beginning.” (InformationWeek, Jan 13 2011)

      “ The Hartford Piloting iPads for Annuity Sales:
      iPads enhance speed-to-market by providing timely information and
      resources for financial professionals, The Hartford says. (The”Virtual Water
      Cooler,
      Feb 7 2011)

      “Mercedes-Benz Dealers Use
      Apple iPad to Sell Cars”



To the Agile, Go the Spoils   #CLO_Agility
                                             30
POLL 2: Are you using tablets
for learning and/or performance
            support?
- Yes
- No
- No, but plan to implement in the
  next 12 months

To the Agile, Go the Spoils   #CLO_Agility   31
Social sharing is
          Menus match business                                            encouraged for
                workflow                                               client-ready content




                                               Learner experience
                                             matches corporate brand
                                                   messaging




To the Agile, Go the Spoils   #CLO_Agility
                                                  32
As assessments and          New employees are
                              polls are completed, new     encouraged to engage.
                               content is suggested.      Results help trainers with
                                                            mentor assignment.




To the Agile, Go the Spoils       #CLO_Agility
                                                         33
Individuals are assigned
                                                 to a peer group to
                                             accelerate sharing across
                                                     boundaries




Playlist is pre-populated
    on the first day




To the Agile, Go the Spoils   #CLO_Agility
                                                    34
Accelerate Performance




To the Agile, Go the Spoils   #CLO_Agility
                                             35
Content aligned to ASTD
                                               sales competencies




To the Agile, Go the Spoils   #CLO_Agility
                                                     36
Co-mingle content from
                               informal and formal
                                     sources




To the Agile, Go the Spoils        #CLO_Agility
                                                       37
Content added to playlist




To the Agile, Go the Spoils   #CLO_Agility
                                                       38
Relevant content
                                      appears here




                                                             Manager pushes another
                                                                 item to playlist




To the Agile, Go the Spoils   #CLO_Agility
                                                        39
Stay Engaged




To the Agile, Go the Spoils   #CLO_Agility
                                             40
Quicklinks provides single
                                      location to access all
                                             portals




                                                                  Bio is updated to allow
                                                                 others to search her past
                                                                  and current experience




To the Agile, Go the Spoils   #CLO_Agility
                                                     41
Personal content
  contributions and blog
 posts are displayed here




To the Agile, Go the Spoils   #CLO_Agility
                                             42
Meet Lisa Vance, Retail Sales Person
Company	
  Profile	
  
        §  Top	
  fashion	
  specialty	
  retailer	
  	
  
        §  Known	
  for	
  quality	
  and	
  excep4onal	
  customer	
  service	
  
        §  E-­‐commerce	
  innovator	
  	
  
        §  Strong	
  in	
  women’s	
  fashion	
  and	
  accessories	
  
        §  Challenges:	
  appeal	
  to	
  value-­‐oriented	
  market;	
  bad	
  debt	
  related	
  to	
  
           sluggish	
  economy	
  
About	
  Lisa	
  
        §  Retail	
  Sales	
  Professional	
  in	
  Handbags	
  and	
  Accessories	
  Dept.	
  
        §  Avid	
  mobile	
  device	
  user	
  and	
  early	
  adopter	
  
Lisa’s	
  Challenges	
  and	
  Goals	
  
        §  Keep	
  up	
  with	
  trends,	
  products,	
  seasons,	
  promo4ons	
  and	
  sales,	
  etc.	
  
        §  Unobtrusively	
  “size	
  up”	
  clients	
  to	
  make	
  recommenda4ons	
  
        §  Wants	
  to	
  use	
  smartphone	
  to	
  master	
  product	
  info	
  and	
  posi4oning	
  
        §  Curious	
  how	
  iPad	
  and	
  smart	
  kiosks	
  could	
  help	
  her	
  advise	
  
           customers	
  	
                                                    43
Cisco: The Future of Shopping




To the Agile, Go the Spoils   #CLO_Agility
                                             44
3 Sweden, an Example




                                                  http://bit.ly/e8DvHs



To the Agile, Go the Spoils   #CLO_Agility
                                             45
Gameification – the next wave




       -1 mo                      Start                    +1 mo           +6 mo


                      - 1 wk                  +1 wk                +3 mo

To the Agile, Go the Spoils    #CLO_Agility
                                                      46
AGILE IMPLEMENTATION
PROCESS

           47
Five Step Process for Implementation

                               1. Measure                 2. Support
                                and learn                  workflow




                                                                3. Select
                        5. Leverage
                                                               appropriate
                       best practices
                                                               technology



                                             4. Deliver
                                              relevant
                                              content
To the Agile, Go the Spoils   #CLO_Agility
                                                48
Call to Action!

•  What did you learn today that you plan to
   apply in your organization?




To the Agile, Go the Spoils   #CLO_Agility
                                             49
What’s next?

       Contact Me                              Visit Intrepid’s         Connect via
        Directly                                  Website             Social Networks
      If you have any                           Learn about our
   questions, please feel                       philosophy, and
    free to contact me.                      technology by visiting
       Darin Hartley
   Executive Director,
                                              www.intrepidls.com
   Client Management                          Be sure to visit our
 dhartley@intrepidls.com                     blog for fresh content
     o:206.838.9345
                                              about learning and
      c:206.718.2120
                                                  technology.
        Twitter:
     @soc_net_writer



To the Agile, Go the Spoils   #CLO_Agility
                                                       50
411 1st Avenue South Suite 400
                                                 Seattle, Washington 98104
                                                        www.intrepidls.com




To the Agile, Go the Spoils   #CLO_Agility
Questions and Answers


          Darin Hartley
          Executive Director of Client Management
          Intrepid Learning

          dhartley@intrepidls.com

          (206) 838-9345

          @soc_net_writer

          Linkedin.com/in/darinhartley


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STRATEGY + TECHNOLOGY A WINNING COMBINATION FOR EFFECTIVE LEARNING MEASUREMENT
8 PRINCIPLES OF ORGANIZATIONAL RELEVANCE
THE AGILITY SHIFT: T-MOBILE DEVELOPS LEADERS FOR A VUCA WORLD
FUTUREPROOF YOUR ORGANIZATION: SUCCESSION PLANNING IN THE SKILLS ECONOMY
RE-EVALUATING YOUR ORGANIZATION’S SKILL GAPS
HOW TO FIX THE LEADERSHIP DEVELOPMENT GAP
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REACHING THE BLUE COLLAR WORKFORCE: HOW POLARIS DEVELOPS TALENT IN 2019
HIRING & FIRING AROUND THE WORLD: AVOID LEGAL TRIPWIRES IN THE TOP COUNTRIES ...
INNOVATION GENERATION: THE BIG HR TECH DISCONNECT WEBINAR
Dont wait what 300 ld leaders have learned about building data fluency
HUMANIZING BUSINESS AND CHANGE
Unlock Your Courageous Culture

To the Agile Go the Spoils: Why Lear

  • 1. To the Agile Go the Spoils: Why Learning Must Evolve Speaker: Darin Hartley Executive Director of Client Management Intrepid Learning Moderator: Daniel Margolis Managing Editor Chief Learning Officer magazine #CLOwebinar
  • 2. Tools You Can Use •  Q&A –  Click on the Q&A panel (?) in the bottom right corner –  Type in your question in the space provided –  Click on “Send.” #CLOwebinar
  • 3. Tools You Can Use •  Polling –  The poll will appear on the right side of your screen –  Select the best option for each question –  Click on “Submit” #CLOwebinar
  • 4. Frequently Asked Questions 1. Will I receive a copy of the slides after the webinar? YES 2. Will I receive a copy of the webinar recording? YES Please allow up to 2 business days to receive these materials #CLOwebinar
  • 5. To the Agile Go the Spoils: Why Learning Must Evolve Daniel Margolis Managing Editor Chief Learning Officer magazine #CLOwebinar
  • 6. To the Agile Go the Spoils: Why Learning Must Evolve Darin Hartley Executive Director, Client Management Intrepid Learning dhartley@intrepidls.com (206) 838-9345 @soc_net_writer Linkedin.com/in/darinhartley #CLOwebinar
  • 7. To the Agile, Go the Spoils: Why Learning Must Evolve #CLO_Agility
  • 8. Darin Hartley - Bio Executive Director, Client Management @ Intrepid – a significant part of my role here is in business development Twenty plus years in training (ASTD, Dell, EG&G, Lockheed Martin, GP, US Navy) Graduate & Undergraduate degrees in Training Management and Corporate Training Author – 10 Steps to Successful Social Networking for Business and three other titles Passionate believer in the potential for appropriately harnessed technology can do for learning 8
  • 10. Technology Intrepid Learning Solutions Enabled Solutions provides strategic learning Delivery & services, technology-enabled Managed Services learning solutions, and expert learning execution to blue Consulting chip companies Research / Theory of Adult Learning From strategy and design, to technology and execution, we’re dedicated to the idea that learning can empower individuals and transform organizations 10 to achieve epic performance
  • 11. Intrepid Services & Solutions Technology Business Consulting Enabled Outsourcing Solutions Solutions Instructor Learning Delivery Strategy, Management Services Analysis & Development Research eLearning Content Design Sales Readiness & Development Measurement Mobile Learning Virtual Classroom New Hire Learning Content Design Training Orientation Technology & Development Management Agile Web Portal Channel Learning Enablement Training Technology Program Management & Administration To the Agile, Go the Spoils #CLO_Agility 11
  • 12. Webinar Objectives •  Describe the connection between business agility, learning agility and informal learning •  Apply technology-enabled informal learning research and trends to your business challenge •  Apply example user scenarios and solutions, and a best practice model for designing an effective technology- enabled informal learning strategy for your organization To the Agile, Go the Spoils #CLO_Agility 12
  • 13. Agenda •  Introductions •  Brief overview of Intrepid Learning Solutions •  Description of Agility •  Macro-level trends around Technology-Enabled Informal Learning •  Sales & Onboarding agility example •  Model for agile implementation •  Summary and Q&A To the Agile, Go the Spoils #CLO_Agility 13
  • 14. A myriad of factors are colliding and forcing organizations to focus on people agility. Top-Line Unanticipated Innovations Disruptive Conditions Technology Culture Competitive Change Pressures Leadership Increasing Vacuum Speed Knowledge Workers Business Beyond Commodity Agility Virtuous Future Jobs Circle Return to Emerging Growth Markets Industry Failing Grade Change Industry Brain Drain Consolidation Herring, S. (2011, March 21). Moving Toward 2020: The Learning Decade. Fast Company. To the Agile, Go the Spoils #CLO_Agility 14
  • 15. Agile Learning Implications To the Agile, Go the Spoils #CLO_Agility 15
  • 16. Traditional training investment is outmoded for today’s learner To the Agile, Go the Spoils #CLO_Agility 16
  • 17. POLL 1: Do you agree with the 70/20/10 Learning Model? - Yes - No - Maybe To the Agile, Go the Spoils #CLO_Agility 17
  • 18. DEFINITION: TEIL (via Intrepid) Continuous learning that takes place independent of instructors or formal courses through social, collaborative or on-demand tools that allow learners and experts to share content with one another. To the Agile, Go the Spoils #CLO_Agility 18
  • 19. What does TEIL Research Tell Us? A.  Inclusion of technology-enabled informal learning (TEIL) in solution development is generally high. B.  Sales organizations are the early adopters of TEIL, especially for product and technical training. C.  92% of survey respondents said TEIL worked average or better when applied to their most important objectives. D.  Drivers for TEIL were improved access, ability to easily update and share content and cost reduction. E.  Key TEIL growth area is mobile. About this Study: -  Performed in September 2010 -  110 participants in 21 industries To the Agile, Go the Spoils #CLO_Agility 19
  • 20. What Business Problems Does TEIL Focus On? N  =  98   To the Agile, Go the Spoils #CLO_Agility 20
  • 21. How is TEIL Used for Sales? Understanding  technical/product  information 74% 10% Communicating  the  value  proposition 69% 12% Identifying  customer  needs 58% 22% Representing  client  success  stories 57% 17% Maintaining  good  customer  relations 56% 19% Qualifying  leads 52% 21% Positioning  against  the  competition 52% 19% Acquiring  sales  best  practices 52% 23% Current  Use Overcoming  customer  objections 48% 21% Planned  Use Understanding  the  target  customer  profile 48% 23% Using  CRM  effectively 47% 23% Negotiating  and  closing  sales 35% 19% Communicating  with  executives 34% 16% Understanding  financial  fundamentals 32% 19% Forecasting  new  sales  accurately 30% 23% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% N  =  72   Percent  of  Respondents To the Agile, Go the Spoils #CLO_Agility 21
  • 22. Why was TEIL introduced? Make  c ontent  accessible  to  more  learners   68% Increase  learners'  ability  to  self-­‐serve 65% Provide  quick/easy  ways   to  update  &  share  fresh  c ontent 59% Promote  c ulture  of  sharing  among  peers,  mentors  &  e xperts 48% Improve  r elevancy  (e.g.,  by  personalization,  ratings,   search) 19% Track  usage  patterns  to  improve  decisions   15% Increase  brand  awareness  or  c ustomer  loyalty 13% Other  (please  specify  below) 10% 0% 10% 20% 30% 40% 50% 60% 70% 80% Percent  of  Respondents N  =  108   To the Agile, Go the Spoils #CLO_Agility 22
  • 23. What Technologies Support TEIL? Conferencing  software   91% 5% Short-­‐form  c ontent  (e.g.,  job  aids) 79% 12% Short  e -­‐learning  pieces 73% 20% Widespread  Adop4on   Surveys  and  polls 73% 14% Quizzes 69% 8% Chat/forums 52% 19% Blogs  and  microblogs 50% 14% Communities  of  practice 48% 28% Video  (e.g.,  YouTube-­‐like) 47% 23% Current  Use Podcasts 43% 21% Planned  Use Wikis 42% 10% Mentor  networks 40% 24% Social  networking  software 36% 17% High  Growth  Areas   Expert  directories 30% 24% Mobile  learning 21% 33% 0% 20% 40% 60% 80% 100% 120% Percent  of  Respondents N  =  108   To the Agile, Go the Spoils #CLO_Agility 23
  • 25. Rebuilding a Sales Organization (Case Study) •  New leadership and new culture from merger •  Lost half of sales team in 2010 due reorganization •  Need to achieve 30% growth in 2011 Peter Wiley, Sales General Manager, US To the Agile, Go the Spoils #CLO_Agility 25
  • 26. Minimal Capacity to Successfully Train Creating and closing opportunities 4.5 Recruiting sales talent Protecting accounts 4 3.5 3 Maintaining accounts Defining and positing solutions 2.5 2 Focus on rapid execution and building 1.5 capability 1 Designing compensation 0.5 Supporting indirect selling Your Score 0 Industry Mean Building sales infrastructure Setting sales strategy Managing within the sales Coaching for sales results ecosystem Delivering sales training Developing sales force capability To the Agile, Go the Spoils #CLO_Agility 26
  • 27. Rebuilding a Sales Organization •  No time to waste •  First wave of sales recruits on the way Sara Rafferty Direct Sales -1 mo Start +1 mo +6 mo - 1 wk +1 wk +3 mo To the Agile, Go the Spoils #CLO_Agility 27
  • 28. Live The Culture To the Agile, Go the Spoils #CLO_Agility 28
  • 29. The Package Arrives •  New Hire “Paperwork” •  Welcome Videos from CEO and other Executives •  Expectations and Orientation to Day 1 -1 mo Start +1 mo +6 mo - 1 wk +1 wk +3 mo To the Agile, Go the Spoils #CLO_Agility 29
  • 30. Tablets Used More Frequently for Sales 2.0 Learning “Global CIO: Inside SAP: 2,500 iPads Are Only The Beginning.” (InformationWeek, Jan 13 2011) “ The Hartford Piloting iPads for Annuity Sales: iPads enhance speed-to-market by providing timely information and resources for financial professionals, The Hartford says. (The”Virtual Water Cooler, Feb 7 2011) “Mercedes-Benz Dealers Use Apple iPad to Sell Cars” To the Agile, Go the Spoils #CLO_Agility 30
  • 31. POLL 2: Are you using tablets for learning and/or performance support? - Yes - No - No, but plan to implement in the next 12 months To the Agile, Go the Spoils #CLO_Agility 31
  • 32. Social sharing is Menus match business encouraged for workflow client-ready content Learner experience matches corporate brand messaging To the Agile, Go the Spoils #CLO_Agility 32
  • 33. As assessments and New employees are polls are completed, new encouraged to engage. content is suggested. Results help trainers with mentor assignment. To the Agile, Go the Spoils #CLO_Agility 33
  • 34. Individuals are assigned to a peer group to accelerate sharing across boundaries Playlist is pre-populated on the first day To the Agile, Go the Spoils #CLO_Agility 34
  • 35. Accelerate Performance To the Agile, Go the Spoils #CLO_Agility 35
  • 36. Content aligned to ASTD sales competencies To the Agile, Go the Spoils #CLO_Agility 36
  • 37. Co-mingle content from informal and formal sources To the Agile, Go the Spoils #CLO_Agility 37
  • 38. Content added to playlist To the Agile, Go the Spoils #CLO_Agility 38
  • 39. Relevant content appears here Manager pushes another item to playlist To the Agile, Go the Spoils #CLO_Agility 39
  • 40. Stay Engaged To the Agile, Go the Spoils #CLO_Agility 40
  • 41. Quicklinks provides single location to access all portals Bio is updated to allow others to search her past and current experience To the Agile, Go the Spoils #CLO_Agility 41
  • 42. Personal content contributions and blog posts are displayed here To the Agile, Go the Spoils #CLO_Agility 42
  • 43. Meet Lisa Vance, Retail Sales Person Company  Profile   §  Top  fashion  specialty  retailer     §  Known  for  quality  and  excep4onal  customer  service   §  E-­‐commerce  innovator     §  Strong  in  women’s  fashion  and  accessories   §  Challenges:  appeal  to  value-­‐oriented  market;  bad  debt  related  to   sluggish  economy   About  Lisa   §  Retail  Sales  Professional  in  Handbags  and  Accessories  Dept.   §  Avid  mobile  device  user  and  early  adopter   Lisa’s  Challenges  and  Goals   §  Keep  up  with  trends,  products,  seasons,  promo4ons  and  sales,  etc.   §  Unobtrusively  “size  up”  clients  to  make  recommenda4ons   §  Wants  to  use  smartphone  to  master  product  info  and  posi4oning   §  Curious  how  iPad  and  smart  kiosks  could  help  her  advise   customers     43
  • 44. Cisco: The Future of Shopping To the Agile, Go the Spoils #CLO_Agility 44
  • 45. 3 Sweden, an Example http://bit.ly/e8DvHs To the Agile, Go the Spoils #CLO_Agility 45
  • 46. Gameification – the next wave -1 mo Start +1 mo +6 mo - 1 wk +1 wk +3 mo To the Agile, Go the Spoils #CLO_Agility 46
  • 48. Five Step Process for Implementation 1. Measure 2. Support and learn workflow 3. Select 5. Leverage appropriate best practices technology 4. Deliver relevant content To the Agile, Go the Spoils #CLO_Agility 48
  • 49. Call to Action! •  What did you learn today that you plan to apply in your organization? To the Agile, Go the Spoils #CLO_Agility 49
  • 50. What’s next? Contact Me Visit Intrepid’s Connect via Directly Website Social Networks If you have any Learn about our questions, please feel philosophy, and free to contact me. technology by visiting Darin Hartley Executive Director, www.intrepidls.com Client Management Be sure to visit our dhartley@intrepidls.com blog for fresh content o:206.838.9345 about learning and c:206.718.2120 technology. Twitter: @soc_net_writer To the Agile, Go the Spoils #CLO_Agility 50
  • 51. 411 1st Avenue South Suite 400 Seattle, Washington 98104 www.intrepidls.com To the Agile, Go the Spoils #CLO_Agility
  • 52. Questions and Answers Darin Hartley Executive Director of Client Management Intrepid Learning dhartley@intrepidls.com (206) 838-9345 @soc_net_writer Linkedin.com/in/darinhartley #CLOwebinar
  • 53. Join Our Next CLO Webinar Beyond Learning: Make Your LMS Mission Critical to Your Organization Thursday, June 23, 2011 CLO Webinars start at 2 p.m. Eastern / 11 a.m. Pacific Register at www.clomedia.com/events Join the CLO Network: http://network.clomedia.com/ #CLOwebinar