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Enterprise
Collaboration:




   ?
   Can you connect

     social
   learning
         and
              business
              performance?




    Eric Bruner & Butler Newman
    April 2010
What’s wrong with Social?




Social
  Solutions That Perform™
  Page 2 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
What’s wrong with Media?




                                                                        Media
Solutions That Perform™
Page 3 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
I’m eating a sandwich now...




                                40%


                  38%

                         9%
Solutions That Perform™
Page 4 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
Story of the Lost iPod




Solutions That Perform™
Page 5 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
Going Viral




Solutions That Perform™
Page 6 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
Happy Ending for Lost iPod




Solutions That Perform™
Page 7 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
The Basic Concept




Solutions That Perform™
Page 8 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
Culture Shift




Solutions That Perform™
Page 9 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
Shift Underway for Learning and Organizations

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                                                     Collaborative
                             Do y
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                                                                                      ity
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                                                   Pe Culture




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                                                                                                                        ar
                                                         ent




                                           2.0 ...                                   Co
        al




                                                                                                                                   Collaborative, Talent-Driven Learning




                                                                                                                        Le
                               Le
      du




                                                        Cont
           ut




                                    ar                                                                                                                         Formalize informal learning




                                                                                                                      e
   vi
         bo




                                      ne




                                                                                                                   at
                                                                                                                                          Collaboration and talent management by design
  di
        nA




                                        rs




                                                                                                                    r
                                                                            ll
 In




                                                                                                                 po
                       ors                                                                                                                  Blended and Informal Learning
                                                                          Pu
      ar




                  ruct
   Le




                                                                                                              r
               st                                                    d>                                                                    Mixing all forms of media with informal learning


                                                                                                           Co
             In                                                   n                                                                         Learning on-demand and integrated programs
                                                                 a
                                                              em
                                                                                                        of
        Traditional /                                     D                                                                                                     The E-Learning Era
                              se




                                                                                                        n

           Formal                                                                                                                       Put materials online, information vs. instruction
                                                                                                     io
                                r
                             Cou




                                                                                                                        Web-based courseware, virtual classroom, and learning-facing LMS
                                                                                            ut



                                                s   h
        St




                                             Pu
                                                                                         ol




                                                                                                                          Traditional and Computer-Assisted Training
           ud




                                                                                       Ev




                                         >
             en




                                     ply                                                                                                          Instructor and computer-based (CBT)
                  ts




                                  p                                                                                                        Implement the LMS as administration platform
                               Su                                                                                                                   Source: Bersin & Associates. All Rights Reserved.
                                                                                                                                                           Training Industry Quarterly, Spring 2009



                   Solutions That Perform™
                   Page 10 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
Exercise- Draw your current state
                                                                      100
                                                                       90
                                                                             ILT          Energy/Focus

                                                                                               ILT
                                                                                                             Current   Example

                                                                                                                        40%


                                                                       80                   eLearning                   30%

                                                                                       Performance Support              15%
                                                                        70               LMS (sys mgmt)                 10%

                                                                        60               Social Learning                 5%

                                                                        50                    Total                     100%

                                                                        40
Performance                                                             30
                                                                        20                eLearning
  Support                                                               10




  Social Learning                                                                  LMS (sys mgmt)
    Solutions That Perform™
    Page 11 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
The New Term




Collaborative Performance™

Solutions That Perform™
Page 12 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
Collaborative Performance

        Collaborative = working together
        Performance = measurable business results


    Collaborative Performance™
“aligned and coordinated efforts to produce valued output,
        emanating from a collaborative culture to spur
                continuous improvement and
            maintain transparent work processes.”

      Solutions That Perform™
      Page 13 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
The RWD Clarity Framework™




                                                                         FAQs




Solutions That Perform™
Page 14 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
Community Opportunities




                                                                         FAQs




Solutions That Perform™
Page 15 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
Process Centered Collaboration (PCC)




                                                                                       PCC
                                                                                       Traits

                                                                         • Formal/informal help
                                                                         • In context
                                                                         • Persistent
                                                                         • Optional participation
                                                                         • Transparent knowledge creation


Solutions That Perform™
Page 16 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
PCC Examples

                         PCC                   Interpretations
    Workarounds

                                                       Status
         Tips
          &                      Submit
                                Proposal
        Tricks                                      Examples
Process
Integrity
                                step                               People
                                                                  Readiness

            Advice                               Stories
                                 FAQs

          PCC
     collaboration
         points
  • trigger
  • step
  • decision
  • outcome
  • hand-off
  • role
  • interface
  • business entity                                                                       salesforce.com
  • geography


                 Solutions That Perform™
                 Page 17 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
Community of Practice


        CoP
        Traits
• Business driver
• Measurable objective
                                   CoP
• Work process-related
• Common focus
 across organizational
 boundaries
      Process
      Integrity                     Lessons
                                    Learned Continuous
                  Best Practice
                                            Improvement
  Benchmarking
                                         Reporting


                          Implement Vision


                  Steer Policy

                                     Organizational
                                        Context



        Solutions That Perform™
        Page 18 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
Community of Interest


                                                                                                                                              CoI
                                                                                                                                             Traits

                                                                                                                               • Interest-based
                                                                                                                               • Common focus
                                                                                                                               • Benefit to individual/community
                                                                                                                               • Optional participation


                                                                                                                                                    People
                                                                                                                                                   Readiness

         r Gu
               ide
      Use ON 2.1
                                                                                                                     Skills      Expertise
            SI
      VER




                                                                                                                  Motivation
                                                                                                     to the (2)
                                                                                                                                                               Discovery
                                                                                                                     Relationships
                                                                                                ject
                                                                                          is sub ence, and y
                                                                                  eration interfer that ma
                                                                          es. Op harmful rference
                                                                    C Rul      se       inte
                                                            the FC y not cau uding




                                                                                                                                             CoI
                                                      15 of      ma        d, incl
                                                  Part device
                                             with                  receive
                                       plies        this      ence
                                  com        ns: (1) interfer
                           device conditioept any
                     This       two
                           wing must acc ration.
                      follo
                            device esired ope
                       this    und
                        cause




                                                                                                                              Credibility

                                                                                                                                             Mutual Interest
                                                                                                                     Organizational
                                                                                                                        Context



Solutions That Perform™
Page 19 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
Collaborative Culture

                    A Collaborative Culture exists when ambient and
                 structured communications are proactively connected.



                                                                         Training,
                                                                           Best
                                                                         Practice
                                                                                     Mission,
                                                                                     Vision




                                                                           Tips,
                                                                          FAQs             Policy,
                                                                                            SOP




Solutions That Perform™
Page 20 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
Exercise- Draw your future state
                                                                      100
                                                                       90
                                                                             ILT          Energy/Focus

                                                                                               ILT
                                                                                                             Future   Example

                                                                                                                       40%


                                                                       80                   eLearning                  30%

                                                                                       Performance Support             15%
                                                                        70               LMS (sys mgmt)                10%

                                                                        60               Social Learning                5%

                                                                        50                    Total                    100%

                                                                        40
Performance                                                             30
                                                                        20                eLearning
  Support                                                               10




  Social Learning                                                                  LMS (sys mgmt)
    Solutions That Perform™
    Page 21 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
Community Manager – the new role




                                                                         Dawn Foster




Solutions That Perform™
Page 22 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
Quotes from those serving in the role...

• CM is not a 9-5 job, it is a very time-consuming job and the results are not always
 tangible and visible.
• The role changes as the needs of the community change.
• Online communities do not manage themselves.
• Communities often don’t grow the way they are planned and may be taken over
 by a sub-group.
• The CM can bridge the gap between those inside and outside the organization.
• The CM doesn’t fit into any single departmental silo – the role is similar to
 ombudsman.
• Communities do not want to be managed, they want to be nurtured.
• There is a dynamic tension in communities: control versus member
 empowerment (experienced CM’s seem to be at ease with loss of control).
                                                                                                                                 Official Community
• The launch phase requires a small group that is passionate and “transacting” a lot.                                              Manager Mug

• Building community is not about collecting as many people as possible.
• Building community means giving up control.
                                                                                  Compiled by Harold Jarche, The Community Manager: enabling knowledge flows.


         Solutions That Perform™
         Page 23 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
Does Technology Matter?

           • Knowledge workers spend 40% of their time looking for information.
           • Many of them ask the person in the next cubicle.
                                                                         (Jay Cross 2007)




Solutions That Perform™
Page 24 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
Technology stewards are people with enough experience of the workings of a
                                                                         community to understand its technology needs, and enough experience with
Technology Steward                                                       or interest in technology to take leadership addressing those needs.
                                                                         Stewarding typically includes selecting and configuring technology, as well
                                                                         as supporting its use in the practice of the community.




                                                                               Etienne Wenger, Nancy White, and John D. Smith, Digital Habitats: stewarding
                                                                               technology for communities (Portland, OR: CPsquare, 2009). ISBN: 9780982503607.


Solutions That Perform™
Page 25 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
The Pay Off




Solutions That Perform™
Page 26 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
CLOs as Vanguard Leaders




                                                            CLO




Solutions That Perform™
Page 27 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
CLOs as Vanguard Leaders
   Communicate, Communicate, Communicate




Solutions That Perform™
Page 28 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
CLOs as Vanguard Leaders




                                            Become the Community Builder
                                             • Hand pick and groom respected opinion leaders for pilots
                                             • Create CoP Builder Community
                                             • Benchmark/collaborate beyond your firewall




Solutions That Perform™
Page 29 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
CLOs as Vanguard Leaders



Embrace User Generated Content (UGC)
• Contests
• Recognition
• Rewards
• Goals & Objectives




   Solutions That Perform™
   Page 30 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
CLOs as Vanguard Leaders




Manage Top-Down
Participation,                                                            Leading cause of failure is
Guidance,                                                          lack of top-down participation,
                                                                  usually due to fear or misunderstanding.
Dissent
• Craft a story, create a success
• Engage ALL stakeholders
• Lead policy and
  communication efforts
• Make “community-based
  feedback” welcome


   Solutions That Perform™
   Page 31 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
CLOs as Vanguard Leaders




     Enable Process Centered Collaboration:
     What’s in the workflow is what gets used
      • Survey existing practices - may already be happening
      • Empower through technology and advertising
      • Leverage grassroots momentum as pilot (without stifling)
      • Dovetail with training initiatives - make it part of the curriculum/toolset




Solutions That Perform™
Page 32 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
Questions




          Eric Bruner                                                            Butler Newman
            ebruner@rwd.com                                                               bnewman@rwd.com
               410.869.1000                                                                   410.869.1000
    http://www.linkedin.com/in/ejbruner                                  http://www.linkedin.com/pub/butler-newman/0/210/177
                @ejbruner




Solutions That Perform™
Page 33 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.

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Enterprise Collaboration: Can You Connect Social Learning and Business Performance?

  • 1. Enterprise Collaboration: ? Can you connect social learning and business performance? Eric Bruner & Butler Newman April 2010
  • 2. What’s wrong with Social? Social Solutions That Perform™ Page 2 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 3. What’s wrong with Media? Media Solutions That Perform™ Page 3 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 4. I’m eating a sandwich now... 40% 38% 9% Solutions That Perform™ Page 4 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 5. Story of the Lost iPod Solutions That Perform™ Page 5 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 6. Going Viral Solutions That Perform™ Page 6 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 7. Happy Ending for Lost iPod Solutions That Perform™ Page 7 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 8. The Basic Concept Solutions That Perform™ Page 8 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 9. Culture Shift Solutions That Perform™ Page 9 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 10. Shift Underway for Learning and Organizations pe ha Tw S er d ce ist ab rn n M Ben C pr inu tio m an ge ol Le ct In r fo l a a rm te em us r Co niz t ov o ra Pe en or fo a at e r rg Im nt e t tice Pe ll e ar va In sh Pu O Prac ers G Pu Sh no ro te Lead w ra po Collaborative Do y or ity t n T uni fC Pe Culture mun rfo m no o m rm Com Co er tio ar ors s Le t olu Con tribu ate ing r Ev bo n ll a ar ent 2.0 ... Co al Collaborative, Talent-Driven Learning Le Le du Cont ut ar Formalize informal learning e vi bo ne at Collaboration and talent management by design di nA rs r ll In po ors Blended and Informal Learning Pu ar ruct Le r st d> Mixing all forms of media with informal learning Co In n Learning on-demand and integrated programs a em of Traditional / D The E-Learning Era se n Formal Put materials online, information vs. instruction io r Cou Web-based courseware, virtual classroom, and learning-facing LMS ut s h St Pu ol Traditional and Computer-Assisted Training ud Ev > en ply Instructor and computer-based (CBT) ts p Implement the LMS as administration platform Su Source: Bersin & Associates. All Rights Reserved. Training Industry Quarterly, Spring 2009 Solutions That Perform™ Page 10 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 11. Exercise- Draw your current state 100 90 ILT Energy/Focus ILT Current Example 40% 80 eLearning 30% Performance Support 15% 70 LMS (sys mgmt) 10% 60 Social Learning 5% 50 Total 100% 40 Performance 30 20 eLearning Support 10 Social Learning LMS (sys mgmt) Solutions That Perform™ Page 11 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 12. The New Term Collaborative Performance™ Solutions That Perform™ Page 12 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 13. Collaborative Performance Collaborative = working together Performance = measurable business results Collaborative Performance™ “aligned and coordinated efforts to produce valued output, emanating from a collaborative culture to spur continuous improvement and maintain transparent work processes.” Solutions That Perform™ Page 13 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 14. The RWD Clarity Framework™ FAQs Solutions That Perform™ Page 14 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 15. Community Opportunities FAQs Solutions That Perform™ Page 15 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 16. Process Centered Collaboration (PCC) PCC Traits • Formal/informal help • In context • Persistent • Optional participation • Transparent knowledge creation Solutions That Perform™ Page 16 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 17. PCC Examples PCC Interpretations Workarounds Status Tips & Submit Proposal Tricks Examples Process Integrity step People Readiness Advice Stories FAQs PCC collaboration points • trigger • step • decision • outcome • hand-off • role • interface • business entity salesforce.com • geography Solutions That Perform™ Page 17 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 18. Community of Practice CoP Traits • Business driver • Measurable objective CoP • Work process-related • Common focus across organizational boundaries Process Integrity Lessons Learned Continuous Best Practice Improvement Benchmarking Reporting Implement Vision Steer Policy Organizational Context Solutions That Perform™ Page 18 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 19. Community of Interest CoI Traits • Interest-based • Common focus • Benefit to individual/community • Optional participation People Readiness r Gu ide Use ON 2.1 Skills Expertise SI VER Motivation to the (2) Discovery Relationships ject is sub ence, and y eration interfer that ma es. Op harmful rference C Rul se inte the FC y not cau uding CoI 15 of ma d, incl Part device with receive plies this ence com ns: (1) interfer device conditioept any This two wing must acc ration. follo device esired ope this und cause Credibility Mutual Interest Organizational Context Solutions That Perform™ Page 19 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 20. Collaborative Culture A Collaborative Culture exists when ambient and structured communications are proactively connected. Training, Best Practice Mission, Vision Tips, FAQs Policy, SOP Solutions That Perform™ Page 20 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 21. Exercise- Draw your future state 100 90 ILT Energy/Focus ILT Future Example 40% 80 eLearning 30% Performance Support 15% 70 LMS (sys mgmt) 10% 60 Social Learning 5% 50 Total 100% 40 Performance 30 20 eLearning Support 10 Social Learning LMS (sys mgmt) Solutions That Perform™ Page 21 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 22. Community Manager – the new role Dawn Foster Solutions That Perform™ Page 22 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 23. Quotes from those serving in the role... • CM is not a 9-5 job, it is a very time-consuming job and the results are not always tangible and visible. • The role changes as the needs of the community change. • Online communities do not manage themselves. • Communities often don’t grow the way they are planned and may be taken over by a sub-group. • The CM can bridge the gap between those inside and outside the organization. • The CM doesn’t fit into any single departmental silo – the role is similar to ombudsman. • Communities do not want to be managed, they want to be nurtured. • There is a dynamic tension in communities: control versus member empowerment (experienced CM’s seem to be at ease with loss of control). Official Community • The launch phase requires a small group that is passionate and “transacting” a lot. Manager Mug • Building community is not about collecting as many people as possible. • Building community means giving up control. Compiled by Harold Jarche, The Community Manager: enabling knowledge flows. Solutions That Perform™ Page 23 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 24. Does Technology Matter? • Knowledge workers spend 40% of their time looking for information. • Many of them ask the person in the next cubicle. (Jay Cross 2007) Solutions That Perform™ Page 24 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 25. Technology stewards are people with enough experience of the workings of a community to understand its technology needs, and enough experience with Technology Steward or interest in technology to take leadership addressing those needs. Stewarding typically includes selecting and configuring technology, as well as supporting its use in the practice of the community. Etienne Wenger, Nancy White, and John D. Smith, Digital Habitats: stewarding technology for communities (Portland, OR: CPsquare, 2009). ISBN: 9780982503607. Solutions That Perform™ Page 25 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 26. The Pay Off Solutions That Perform™ Page 26 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 27. CLOs as Vanguard Leaders CLO Solutions That Perform™ Page 27 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 28. CLOs as Vanguard Leaders Communicate, Communicate, Communicate Solutions That Perform™ Page 28 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 29. CLOs as Vanguard Leaders Become the Community Builder • Hand pick and groom respected opinion leaders for pilots • Create CoP Builder Community • Benchmark/collaborate beyond your firewall Solutions That Perform™ Page 29 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 30. CLOs as Vanguard Leaders Embrace User Generated Content (UGC) • Contests • Recognition • Rewards • Goals & Objectives Solutions That Perform™ Page 30 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 31. CLOs as Vanguard Leaders Manage Top-Down Participation, Leading cause of failure is Guidance, lack of top-down participation, usually due to fear or misunderstanding. Dissent • Craft a story, create a success • Engage ALL stakeholders • Lead policy and communication efforts • Make “community-based feedback” welcome Solutions That Perform™ Page 31 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 32. CLOs as Vanguard Leaders Enable Process Centered Collaboration: What’s in the workflow is what gets used • Survey existing practices - may already be happening • Empower through technology and advertising • Leverage grassroots momentum as pilot (without stifling) • Dovetail with training initiatives - make it part of the curriculum/toolset Solutions That Perform™ Page 32 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.
  • 33. Questions Eric Bruner Butler Newman ebruner@rwd.com bnewman@rwd.com 410.869.1000 410.869.1000 http://www.linkedin.com/in/ejbruner http://www.linkedin.com/pub/butler-newman/0/210/177 @ejbruner Solutions That Perform™ Page 33 | Copyright © 2010 RWD Technologies, LLC. All rights reserved.