They’re more than passing trends. Wisely incorporating contemporary learning factors — such as mobile, social, and multi-generational learning — into training strategies is generating measurably improved performance outcomes. What many of us consider buzzwords are in fact powerful training approaches that, when used properly, can deliver not only higher returns on performance but also significantly higher rates of employee satisfaction and return on investment. This 30-minute webcast with client case studies will examine these new critical success factors as they relate to IT systems training. Kelly Lake, a 25-year industry veteran and Aptara’s senior vice president of global strategic solutions, will address specifically how they apply, how to effectively address them during your planning phase and how to practically implement them during deployment. As with any strategy, there’s no one size fits all. The key to successfully employing new approaches is understanding when and where they make sense — for your learners, your locations and your culture. Join us Tuesday, June 9, for a deeper understanding of the factors redefining end-user systems training and how to successfully apply them in your own organization. In this session attendees will: Learn how planning and alignment are the keys to performance improvement. Understand how a multi-delivery approach will ensure success. Understand the impact of generational learning.

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Speaker: Kelly Lake
Senior Vice President of Global Strategic Solutions
APTARA
Moderator: Lauren Dixon
Associate Editor
Chief Learning Officer magazine
More Than Passing Trends: New
Critical Success Factors in IT
Systems Training

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Frequently
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Lauren
Dixon
Associate
Editor
Chief
Learning
Officer
magazine
More
Than
Passing
Trends:
New
Cri6cal
Success
Factors
in
IT
Systems
Training

9. #CLOwebinar
Kelly
Lake
Senior
Vice
President
of
Global
Strategic
Solu?ons
APTARA
More
Than
Passing
Trends:
New
Cri6cal
Success
Factors
in
IT
Systems
Training

10. More
Than
Passing
Trends:
New
Cri6cal
Success
Factors
in
Systems
Training
Kelly
F.
Lake
SVP,
Global
Strategic
Solu?ons
June
9,
2015
at
2
p.m.
EDT

11.
Presenters
Introduc6on
11
Kelly
F.
Lake
Senior
Vice
President
of
Global
Strategic
Solu?ons
APTARA
A
well-­‐known
and
widely
respected
thought
leader
in
the
learning
and
performance
industry,
Kelly
Lake
is
responsible
for
driving
the
strategic
direc?on
behind
Aptara’s
Enterprise
business.
She
brings
more
than
27
years
of
experience
in
eLearning
technologies,
global
learning
methodology
and
strategy,
mobile
learning,
social
learning,
and
performance
innova?on
to
Aptara’s
Learning
and
Performance
prac?ce.
Prior
to
coming
to
Aptara,
Lake
was
the
vice
president
of
global
product
development
for
Monster.com
and
CEO
of
WorldLearn,
a
global
eLearning
company.

12. • Overview
• Aptara’s
Top
10
New
Cri?cal
Success
Factors
in
System
Training
• Plan:
Plan
once
• Design:
Know
Your
Audience,
Genera?onal
Learning,
Mobile
• Develop:
Mul?ple
Modali?es,
Performance
Improvement
• Deliver:
Manage
Change,
Choose
a
Partner
Not
a
Vendor,
Training
Con?nuum
• Evaluate:
Analyze
and
Measure
• Q&A
12
Agenda
-­‐
New
Cri6cal
Success
Factors
in
Systems
Training

13. 1. Plan
Once
• To
avoid
the
most
common
and
costly
systems
training
mistake,
plan
for
training
at
the
beginning
of
your
systems
integra?on
project
• Making
training
a
priority
from
the
outset
minimizes
cost
and
maximizes
outcomes
• Par?cipate
in
the
business
requirements
phase
• Plan
once,
align
con?nuously
PLAN
13
New
Cri6cal
Success
Factors
in
Systems
Training

14. 2. Know
Your
Audience
• Learning
a
new
way
of
opera?ng
requires
a
significant
?me
commitment
• Understand
the
business
and
func?onality
change
and
impact
on
users
• Current
state
of
business
and
future
state
of
performance
• Iden?fy
each
department’s/role’s
specific
needs
and
allow
sufficient
?me
to
design
and
develop
the
corresponding
training
• Proac?vely
defining
audience-­‐specific
requirements
streamlines
every
other
phase
of
systems
training
DESIGN
14
New
Cri6cal
Success
Factors
in
Systems
Training

15. 3. Genera6onal
Learning
• Workforce
may
comprise
of
up
to
five
different
genera?ons
• Each
with
its
own
preferences
for
how
informa?on
is
presented
and
consumed
• Instruc?onal
design
needs
to
accommodate
these
differences
• Relevant
and
meaningful
training
experiences
that
engage
each
genera?on’s
learning
style
DESIGN
15
New
Cri6cal
Success
Factors
in
Systems
Training

16. 4. Think
Mobile
• Increase
in
employee
mobility
• Organiza?ons
are
responding,
BYOD
• Mobile
access
has
become
both
a
learner
preference
and
a
produc?vity
necessity
• Systems
training
needs
to
account
for
the
design
and
technology
implica?ons
of
mobile
learning
• Digital
na?ves
(and
some
digital
converts)
expected
delivery
method
DESIGN
16
New
Cri6cal
Success
Factors
in
Systems
Training

17. 5. Leverage
Mul6ple
Modali6es
• One
size
does
not
fit
all
• Successful
Systems
Training
=
Blended
Learning
• Combine
sohware
simula?ons,
eLearning,
instructor-­‐led
training,
live
virtual
workshops,
and
collabora?ve
and
social
learning
• Employ
different
modali?es
tac?cally
to
develop
a
training
plan
that
addresses
the
right
audience
at
the
right
?me
to
achieve
the
desired
outcomes
DEVELOP
17
New
Cri6cal
Success
Factors
in
Systems
Training

18. 6. Ensure
Performance
Improvement
• Transla?ng
training
into
learning
requires
quality
content
and
well-­‐?med
delivery
• Transla?ng
training
into
performance
improvement
requires
correla?ng
new
system’s
func?onality
with
business
requirements
• Drive
the
“how
and
why”
of
the
system’s
implementa?on
for
full
performance
outcomes
• Communica?on
of
WIIFM
is
key
for
performance
improvement
DEVELOP
18
New
Cri6cal
Success
Factors
in
Systems
Training

19. 7. Manage
the
Change
• Deploying
a
new
system
enterprise-­‐wide
can
be
disrup?ve
and
impact
produc?vity
• Managing
organiza?onal
change
with
effec?ve
communica?on
is
key
to
gelng
employees
to
embrace
the
training
• Proac?vely
addressing
organiza?onal
changes
in
all
training
approaches
and
delivery
accelerates
user
adop?on
of
the
new
technology
• Understanding
the
change
is
key
to
being
the
change
DELIVER
19
New
Cri6cal
Success
Factors
in
Systems
Training

20. 8. Choose
a
Partner,
Not
a
Vendor
• Training
partners
that
design,
develop
and/or
deploy
your
systems
training
must
have
a
successful
proven
track
record
and
implementa?on
exper?se
• Open
market
with
more
choices
• Innova?ve
methodologies
must
be
based
on
best
prac?ces
and
knowledge
of
your
industry
• Flexibility
is
key
• Mul?-­‐year
systems
training
projects
are
common,
be
sure
that
you
are
comfortable
partnering
long
term
DELIVER
20
New
Cri6cal
Success
Factors
in
Systems
Training

21. 9. The
Training
Con6nuum
• Successful
training
does
not
end
when
the
system
goes
live
• Con?nuous
Learning
Model
• Strategic
recurring
refresher
training
is
essen?al
for
maintaining
and
improving
employees’
skills
• Ongoing
training
mapped
to
performance
gaps
yields
con?nual
performance
improvement
DELIVER
21
New
Cri6cal
Success
Factors
in
Systems
Training

22. 10. Analyze
and
Measure
• Systems
training
is
not
complete
without
an
evalua?on
phase
• Tools
to
measure
progress,
learner
reten?on,
knowledge
transfer,
and
ROI
• Analyze
the
training
outcomes
with
established
criteria
• Measure
against
defined
goals
established
during
the
project’s
training
requirements
phase
• Adjust
and
align
training
to
maximum
performance
improvement
EVALUATE
22
New
Cri6cal
Success
Factors
in
Systems
Training

23. 23
Ques6ons
and
Answers
Contact
Informa6on:
Kelly
F.
Lake
Senior
Vice
Present,
Global
Strategic
Solu?ons
kelly.Lake@aptaracorp.com
m:
+1.508.
596.6633
Let
me
know
how
I
can
help
you
reach
your
Learning
Excellence!

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