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CLO Media posted a recent executive briefing where they provide four things that CEOs and Chief Learning Officers [CLOs] should be considering when operating their business.  I agree with the categories listed in the article but they are quite high level (it is a ‘briefing’ for a reason I suppose) and allow the reader to determine how each would be executed.

For a CEO or CLO that is planning to ramp up efforts in these areas it provides an opportunity to do things a bit more progressively in implementation - examples provided as they relate to the four CLO suggestions…

1. Develop strategically with purpose: one of the snippets from this section is “have a clear definition of a desired future” - in today’s rapidly changing world it’s difficult to have a static vision of a future that will be the basis for processes and decisions implemented now; utilizing the process of scenario planning is a way to identify multiple futures (scenarios) and then determine the common denominators threaded throughout.  These common elements can then be used by the CLO to begin looking at high-level competencies that would be valuable regardless of which future the organization ends up living.
2. Focus on core competencies first: I would describe core competencies as those that will not be changing in the foreseeable future.  Competency development initiatives are often centered around the current state of the organization, market, product portfolio, etc.  All of those factors (plus many others) can change quickly and having competencies that will prevail through all conditions are what I would truly consider ‘core.’  Referring back to #1, scenario planning is a great way to plan for the competencies that will be crucial in many different settings.
3. Target opportunities intentionally instead of reacting to problems: reacting to problems often results in Band-Aid solutions that may mask symptoms for a few days, weeks or even years before they come back to haunt the original target or manifest themselves in a new way in a different part of the organization.  [A classic example is a company with lagging sales that launches a large price cut promotion and due to the diminished revenue from the price cut is unable to meet the demand generated by the promotion and now faces quality and customer service issues.]  An effective and progressive way of addressing this is by viewing the organization as a system - an interdependent collection of pieces where action in one area will result in consequences [good or bad] in another.  This approach is known as systems thinking and has yielded impressive results for organizations around the world - utilizing it provides a way to identify opportunities to tweak operations and model potential outcomes that would otherwise be left to chance.
4. Embrace change: harnessing incremental change and having a progressive approach to change management are certainly crucial but often challenging.  People are often creatures of habit and start to like that with which they become familiar.  So changing that can be difficult.  Utilizing a social network analysis is a powerful tool that provides an organizational x-ray showing how information is transferred around the network that comprises an organization.  Information from a network analysis can be used to identify people in the organization that are sought out most often - the influencers.  Utilizing these individuals in change management results in a much more targeted effort to managing change than the traditional shotgun approach.

As I mentioned above, the tenets offered in the original briefing by CLO Media are valid ones and their high-level descriptions leave the interpretation of implementation to the reader.  Each of the topics listed offers an opportunity to do something a little more progressive and effective than the norm, to embrace our transition to a knowledge society teeming with fluid, dynamic learning organizations in which tools and tactics from yesteryear will be rendered obsolete.

Orbital RPM was part of a recent IT outsourcing project in the role of Global Change Management.  As part of that project we conducted a stakeholder analysis to determine the extent to which key stakeholders were engaged and informed on the areas of the project that interested them.

The ongoing communication plan at the time included activities such as a monthly newsletter, a weekly email from the project lead (an outsourcer), posts to an internal portal page, multiple Power Points and a large variety of other communication vehicles.

The results from the stakeholder analysis were very clear.  There were essentially two audiences in the organization; a) the general end-users to whom the change in outsourcers meant very little save for some basic process changes and b) the IT workforce or those that serve as a liason between their department (i.e. Finance, HR, etc.) and IT whose jobs were significantly altered (or eliminated) by the move.

The above mentioned communication vehicles were mandated by the organization but were useful only to the general end-user audience.  The IT audience was requesting very project specific information - the kind that can not be bottled and distributed in the form of emails or newsletters.  Rather they needed regular interaction with key project team members so that they could ask questions, discuss potential solutions and just stay updated on the project overall.

Specific recommendations were made to the client to address the IT group of the stakeholders such as reinstating a weekly status meeting where different team members presented each week and anyone could attend, Executives working from various locations and walking the halls with free time, and project leads hosting weekly global conference calls where any of their team across the globe could join in to ask questions or just listen. 

None of our suggestions were taken.  We muddled through the laborious effort of creating static communications while many opportunities for rich, informal communication passed by.  And, the informal route would have consumed far fewer resources.

What projects are occuring in your organization where an audience could benefit from a less structured approach to communication surrounding the project?  Most people will appreciate less email and less copies of a rarely read company newsletter.  Make it so that people can get the information they need when they need it.

In a Chief Learning Officer magazine article titled “People, the Neglected Part of Technology”, author David Miller explains his perspective on how learning and knowledge management should be integrated with the implementation of new technologies, such as a new ERP package (i.e. SAP).  He even provides a specific statistic from the Gartner Group that says, “when 17 percent of the total program budget is spent on these initiatives the chances of success go up significantly.”

I found David’s points to be applicable beyond tech implementations and to all of organizational learning.  I like reading articles where I find myself subconsciously nodding my head in agreement as I read and that happened numerous times throughout this article.

David calls on the combination of the usuals for learning such as “telling the learner, showing the learner and letting them try” and adds to that the elements that will support the more informal channels that allow people to build on what was formally designed for them.  He suggests strengthening the network, cultivating communities of practice and providing just-in-time access to information that people can call upon at the moment it is needed. 

Doing the above creates what David calls a “culture of shared experiences” allowing organizations to capture the often elusive tacit knowledge of how work really gets done.  This results in people having access to the information they need as opposed to “sterile, clinical information found in manuals and training courses.”  This concept can be applied to any training, regardless of the topic.

Follow David’s advice and you’ve got the diverse learning and development portfolio that will do more than just allow you to implement technology effectively - it will put you on the fast track to being a true learning organization.  How will you know if you’ve done it correctly?  David advocates the use of a balanced scorecard for establishing and assessing the metrics associated with the learning initiative (nod, nod).