The L&D Innovations Bullseye - Mapping L&D Innovations by Adoption Levels, Current Impact, and Future Investment

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The L&D Innovations Bullseye - Mapping L&D Innovations by Adoption Levels, Current Impact, and Future Investment
CEB Learning & Development Leadership Council

The L&D Innovations Bullseye
Mapping L&D Innovations by Adoption Levels,
Current Impact, and Future Investment
CHARTING THE EVOLUTION OF L&D DESIGN AND DELIVERY

The learning landscape is changing fast, the line’s skill needs are becoming more complex, and how employees
want to learn is evolving. Advances in learning technology and learning methodologies provide new
opportunities for L&D to design and deliver impactful learning experiences.
To help navigate the increasingly complex learning landscape, we have worked with over 300 L&D professionals
from 18 organizations world-wide to provide an objective map of how a set of learning channels, learning
methods, and LMS features are being adopted by organizations, their impact on employee development, and
where L&D professionals plan to invest in the future.

2014 Learning Innovations Survey: Partial List of Participants

© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                               2
KEY TAKEAWAYS

 Learning Channels
   1. Experiments with virtual worlds are achieving high impact and warranting further investment. Although virtual worlds have not been adopted by
      large numbers of organizations and are still very much in the experimental phase, they have great impact where they are deployed. Organizations
      using virtual worlds plan to continue to invest in them.
  2. Massive open online courses (MOOCs) have yet to prove their worth in a corporate setting. Small numbers of L&D professionals are utilizing
     MOOCs, which have yet to demonstrate a high impact; investment levels are not set to increase.
  3. Learning portals are well embedded in the majority of organizations and provide high levels of value. Learning portals are proving their worth,
     with over a one-quarter of learning professionals seeking to increase their rollout to further employee segments.

 Learning Methods
   1. L&D professionals have yet to fully integrate research on the neuroscience of learning. Only 10% of learning professionals have been using
      neuroscience principles to improve learning delivery. Organizations experimenting with neuroscience principles have experienced some benefit to
      employee performance, and investment levels are set to increase.
  2. There is significant demand for technology-enabled learning simulations. Over a one-third of L&D professionals have rolled out technology-based
     simulations for employee development, and nearly half of these will invest heavily in further investments.
  3. Including learners from partner organizations in internal development programs leads to mixed results. The majority of organizations that have
     integrated learners from key partners, such as suppliers or customers, into their development programs have seen limited impact, with
     under 20% of L&D professionals capturing high returns.

 LMS Features
   1. Enabling learner assessment through the LMS is well embedded and impactful, but L&D is cautious of additional investment. L&D functions agree
      that learner evaluation provides a substantial impact on employee development, but few expect to see a notable increase in impact in the near
      term.
  2. Experiments with mobile access have been successful, and investment is set to increase. Mobile learning delivery is still in its experimental phase
     for most organizations, but the level of impact has been encouraging and L&D expects increased impact in the future.
  3. Increased investment is planned to capitalize on enabling learners to create their own content. Over half of L&D professionals have not yet
     adopted enabling user-created content, but those who have expect it to significantly increase its impact on employee performance in the next
     two years.

© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                           3
The L&D Innovations
          Bullseye provides input
                                                 THE L&D INNOVATIONS BULLSEYE
          to map out adoption
          trends, impact, and                                                                                                                       External
                                                                                                                                                Development
          future investment for 39                                                                                                                 Networks
                                                                                                                Virtual
          established and emerging                                                                              Worlds
                                                                                                                                                       Communities

                                                                                          ls

                                                                                                                                                                                    Le
                                                                                                                                                       of PracticeAugmented
          learning methods,

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                                                                                                                             Instant                                 Reality

                                                                                     an

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          channels, and LMS                                                                                               Messaging         Network       Technology-

                                                                                   Ch

                                                                                                                                                                                          ng
                                                                                                                            Classroom       Learning    Based Simulation
          features.

                                                                                                                                                                                            Me
                                                                                    g
                                                                                                                             Learning                                   Applying

                                                                                nin
                                                                                         RSS               Blogs                                  On-the-Job
                                                                                                                                                                   Neuroscience

                                                                                                                                                                                              tho
                                                                                        Feeds          and Wikis                                  Learning

                                                                                 r
                                                                                                                                                                       Principles

                                                                              Lea

                                                                                                                                                                                                  d
          Dataset: Over 300                                                                                              Enterprise                         Mentoring           User-Created

                                                                                                                                                                                                   s
     ■■
                                                                                                                      Collaboration                                             Content
          L&D professionals at 18                                                                                     Environments            Peer Based           Gamification
          organizations                                                                           Enterprise                  Learning
                                                                                                                                               Coaching                       Including Learners
                                                                                                    Social                                                                          from Partner
                                                                                   MOOCs                                      Portal
                                                                                                  Networks                                                   Manager-Led           Organizations
     ■■   Example of how to read                                                                                                                             Coaching     In-Person
                                                                                                               E-Learning                                                Simulations Targeting
          the chart:                                                                                             Modules                                          Action               Employee
                                                                                                                                                                  Learning             Mind-Set
          MOOCs are categorized as a                                                                                            Enables
                                                                                     M-Learning                                Assessment                                    Team-Based
          learning channel:                                                                                                              Reports Integrate                Development Plans
                                                                                                                                          Real-Time Data
           –– On the bullseye, the
              colored dot for MOOCs
                                                                                                                                                    Certificate
                                                                                                                                                                    Compliant with
              is located in the outer-                                                                Push Content          Gamification           Management
                                                                                                                                                                    Third-Party Tools
              most circle to show                                                                       Based on            Features
                                                                                                                                       Integration with
                                                                                                      Learner Profile                                          Management of
              that organizations are                                                                                                   Performance            Informal Learning
                                                                                                                  Provides Mobile      Management    Systems
              experimenting with it.
                                                                                                                  Access     Share Content Enables Learner
           –– The dot for MOOCs                                                                                             Outside Firewall Created Content
              is small, showing that
              current levels of impact
              are low.                                                                                                             LMS Featuresa

           –– The yellow dot for                 Source: CEB 2014 Learning Innovations Survey.
                                                 a
                                                     LMS Features Future Investment based on expected impact on L&D and employee performance in the next two years.
              MOOCs shows that
              expected future                        Assessment Factors
              investment is medium.
                                                 Adoption Level                                                  Current Impact                                            Future Investment

                                                 Experimenting            Adopting         Embedded              Low Impact Medium Impact High Impact                          Low                 Medium   High
 See the appendix for
                                                 Degree of adoption is measured by                               Current level of impact based on:                         Future outlook is based on the projected
 definitions of each of the items
                                                 extent and nature of deployment across                          ƒƒLevel of value for L&D                                  level of investment and impact in the
 represented on the bullseye.                    organizations.                                                                                                            next two years.
                                                                                                                 ƒƒImpact on employee performance
© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                                                                   4
ROADMAP

       Learning Channels                         Learning Methods   LMS Features   Appendix

© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                              5
As L&D seeks to
          achieve scale across
                                                 LEARNING CHANNELS
          the organization, virtual
          channels provide high
          impact to employee
                                                                                                                                                                                                   External
          performance.
                                                                                                                                                                                               Development
                                                                                                                                                                                                  Networks
                                                                                                                         Virtual
                                                                                                                         Worlds
                                                                                                                                                                                                       Communities
          Expectations for established

                                                                                                                                                                                                                                                            Le
     ■■
                                                                                                                                                                                                       of Practice
                                                                                                                                                                                                                 Augmented

                                                                                                                                                                                                                                                              ar
                                                                                               ls
          virtual channels, such as                                                                                                              Instant

                                                                                             ne
                                                                                                                                                                                                                   Reality
          e-learning and learning                                                                                                             Messaging                             Network

                                                                                           an
                                                                                                                                                                                                         Technology

                                                                                          Ch
          portals, are high, while the                                                                                                           Classroom                          Learning          Based Simulation

                                                                                        g
          outlook for further gains                                                                                                               Learning                                                            Applying

                                                                                     nin
                                                                                            RSS Feeds               Blogs                                                                       On the Job
                                                                                                                                                                                          External

          from classroom training                                                                               and Wikis
                                                                                                                                                                                      Development
                                                                                                                                                                                                                 Neuroscience

                                                                                      r
                                                                                                                                                                                                Learning
                                                                                                                                                                                         Networks

                                                                                  Lea
          is muted.
                                                                                                                                                        Virtual                          Communities
                                                                                                                                                                                                                     Principles

                                                                                                                                    ls
                                                                                                                                                        Worlds                           of Practice

                                                                                                                                e
                                                                                                                                                                                                           Augmented

                                                                                                                                                                                                                            Le
                                                                                                                             nn
                                                                                                                                                                     Instant
                                                                                                                                                                                                                                                   User Created

                                                                                                                                                                                                                               a
                                                                                                                                                                                                             Reality
                                                                                                                                                 Enterprise                                                        Mentoring

                                                                                                                                a

                                                                                                                                                                                                                               rn
                                                                                                                                                         Messaging                  Network

                                                                                                                             Ch
                                                                                                                                                                                                   Technology-

                                                                                                                                                                                                                                 ing
                                                                                                                                                                                    Learning
                                                                                                                                             Collaboration Classroom                            Based Simulation
                                                                                                                                                                                                                                                   Content

                                                                                                                          ng
          Channels with a larger range

                                                                                                                                                                                                                                     M
     ■■                                                                                                                                                     Learning                                            Applying

                                                                                                                       rni
                                                                                                                                                   Blogs
                                                                                                                                     RSS
                                                                                                                                             Environments                                 On-the-Job

                                                                                                                                                                                                                                     eth
                                                                                                                                                                                                           Neuroscience
                                                                                                                                    Feeds      and Wikis
                                                                                                                                                                                        Peer Based
                                                                                                                                                                                          Learning

                                                                                                                    Lea
                                                                                                                                                                                                               Principles
          or dimensions and that

                                                                                                                                                                                                                                         ods
                                                                                                         Enterprise                                Learning
                                                                                                                                                                    Enterprise
                                                                                                                                                          Collaboration                  Coaching
                                                                                                                                                                                             Mentoring                User-Created
                                                                                                                                                                                                                      Content              Including Learners
          provide greater opportunity                                                                  Social Networks                                    Environments               Peer-Based
                                                                                                                                                                                                                                                 from Partner
                                                                                                                                                   Portal
                                                                                                                                            Enterprise                                Coaching                       Including Learners
          to embed learning design
                                                                                                                                                               Learning
                                                                                      MOOCs                                                                                                                                                     Organizations
                                                                                                                                                                                                                     Manager Led
                                                                                                                                             Social                                                                        from Partner
                                                                                                                          MOOCs                                      Portal
                                                                                                                                            Networks                                                 Manager-Led          Organizations

          principles, such as mobile                                                                                                                   E-Learning
                                                                                                                                                                                                     Coaching
                                                                                                                                                                                                                     Coaching
                                                                                                                                                                                                                  In-Person
                                                                                                                                                                                                                 Simulations Targeting In Person
                                                                                                                                                                                                                                      simulations Targeting
                                                                                                                                                                                                          Action              Employee
                                                                                                                         E-Learning                      Modules
          learning, virtual worlds, and                                                                                    Modules
                                                                                                                                                                        Enables
                                                                                                                                                                                                          Learning             Mind-Set
                                                                                                                                                                                                                     Team-BasedAction
                                                                                                                           M-Learning                                  Assessment                                                                   Employee
          enterprise social networks,                                                                                                                                            Reports Integrate
                                                                                                                                                                                  Real-Time Data
                                                                                                                                                                                                                  Development Plans
                                                                                                                                                                                                                                Learning             Mindset
                                                                                                                                                         Enables
          are demonstrating much
                                                                                          M-Learning                                                 Assessment                                       Compliant with                              Team Based
          more promise than more                                                                                                                Push Content
                                                                                                                                                  Based on
                                                                                                                                                                                       Management
                                                                                                                                                                  Features Reports Integrate
                                                                                                                                                                                                      Third Party Tools
                                                                                                                                                                                                                                               Development Plans
                                                                                                                                                                           Integration with
          constrained channels, such
                                                                                                                                                                                                Management of

                                                                                                                                                        Provides Mobile
                                                                                                                                                                             Real Time DataLearning
                                                                                                                                                                           Performance
                                                                                                                                                                           Management Systems
                                                                                                                                                                                               Informal

          as instant messaging, RSS                                                                                                                       Access       Share Content Enables Learner
                                                                                                                                                                      Outside Firewall Created Content
          feeds, and blogs.
                                                                                                                                                                           LMS Features
                                                                                                                                                                                                     Management                           Compliant with
                                                                                                              Push Content
     ■■   For all the hype associated                                                                                                                                                                                                     3rd Party Tools
                                                                                                                Based on                               Features
          with MOOCs, L&D                        Source: CEB 2014 Learning Innovations Survey.                                                                                   Integration with    Management of
                                                                                                                                                                                 Performance        Informal Learning
          professionals see limited
                                                                                                                       Provides Mobile                                           Management Systems
          adoption and impact at                                                                                       Access
                                                  Assessment Factors                                                             Share Content Enables Learner
          present.
                                                                                                                                Outside Firewall Created Content
                                                 Adoption Level                                              Current Impact                              Future Investment

                                                 Experimenting          Adopting          Embedded           Low Impact Medium Impact High Impact                                                                 Low                          Medium         High
 See the appendix for
                                                 Degree of adoption is measured by                           Current level of impact based on:                                                              Future outlook is based on the projected
 definitions of each of the items
                                                 extent and nature of deployment across                      ƒƒLevel of value for L&D                                                                       level of investment in the next two years.
 represented on the bullseye.                    organizations.                                              ƒƒImpact on employee performance
© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                                                                                                                     6
Virtual worlds are
          being used by a
                                                 LEARNING CHANNELS: VIRTUAL WORLDS
          limited proportion of
          organizations but have                 Limited Adoption of Virtual Worlds
          considerable impact                    Extent of Deployment of Virtual Worlds (Percentage of L&D Staff)a
          when deployed.
                                                     70%            66%

     ■■   Less than 4 in 10 L&D
          professionals are using or
          plan to use virtual worlds
          for employee development,                  35%
          making it one of the least
          utilized learning channels.                                                                                                              14%
                                                                                                                                                                              11%
                                                                                                7%
     ■■   However, almost half of                                                                                         3%
          those who have deployed                    0%
          virtual worlds report high                           Not Currently          Planning to Use It          Piloting Its Use             Using for          Using for Some Time
                                                                  Using               in the Near Term                                        Some Time          and Planning to Roll It
          impact on employee                                                                                                                                     Out to More Employees
          development.
                                                 n = 76.
                                                 Source: CEB 2014 Learning Innovations Survey.
     ■■   A similar proportion plan to           a
                                                     Response options also included “Using for some time and are planning to scale back use” and “Using the channel but are planning to discontinue it”;
                                                     no respondents selected these options.
          invest heavily in virtual world
          technology in the next two
          years.                                 Virtual Worlds Delivering Impact                                                                   Virtual World Investment Set to Increase
                                                 Degree to Which Virtual Worlds Are Having a Positive                                               Expected Level of Investment for Virtual Worlds Over
                                                 Impact on Employee Performance (Percentage of L&D                                                  the Next Two Years (Percentage of L&D Staff)
                                                 Staff)
                                                                                                                                                                                                                  4%
                                                                                                                                                                                                                 Low
                                                                                                                                                                                                           Investment
                                                                                                                              23%
                                                                                                                              Low
                                                                                                                            Impact
                                                 46%                                                                                                42%
                                                 High                                                                                               High
                                                 Impact                                                                                             Investment

                                                                                                                               31%
                                                                                                                           Medium                                                                                54%
                                                                                                                            Impact                                                                            Medium
                                                                                                                                                                                                           Investment
                                                 n = 26.                                                                                            n = 26.
                                                 Source: CEB 2014 Learning Innovations Survey.                                                      Source: CEB 2014 Learning Innovations Survey.

© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                                                                   7
MOOCs are currently
          limited in adoption and
                                                 LEARNING CHANNELS: MOOCs
          impact.
                                                 Few L&D Professionals Are Rolling Out MOOCs
                                                 Extent of Deployment of MOOCs (Percentage of L&D Staff)a
     ■■   Adoption of MOOCs for
          corporate learning is still            80%
                                                                     71%
          extremely low, with less
          than 3 in 10 L&D
          professionals using them.

     ■■   Half of L&D professionals              40%
          utilizing MOOCs have seen
          low impact on employee
          development.                                                                                                   11%
                                                                                                7%                                                 9%
                                                                                                                                                                              3%
     ■■   The majority of L&D                        0%
          professionals are cautious                           Not Currently          Planning to Use It          Piloting Its Use             Using for          Using for Some Time
                                                                  Using               in the Near Term                                        Some Time          and Planning to Roll It
          about increasing investment
                                                                                                                                                                 Out to More Employees
          in MOOCs.
                                                 n = 76.
                                                 Source: CEB 2014 Learning Innovations Survey.
                                                 a
                                                     Response options also included “Using for some time and are planning to scale back use” and “Using the channel but are planning to discontinue it”;
                                                     no respondents selected these options.

                                                 MOOCs Lack Impact on Employee Performance                                                          Limited Future Investment in MOOCs Planned
                                                 Degree to Which MOOCs Have a Positive Impact on                                                    Expected Level of Investment for MOOCs Over the
                                                 Employee Performance (Percentage of L&D Staff)                                                     Next Two Years (Percentage of L&D Staff)

                                                                                                                                                                                                                  5%
                                                                                                                                                                                                                 Low
                                                                                                                                                                                                           Investment
                                                 18%                                                                                                 18%
                                                 High Impact                                                                                         High
                                                                                                                                                     Investment

                                                                                                                            50%
                                                                                                                      Low Impact

 CEB L&D Resource                                32%
                                                 Medium
 Preparing L&D for the Future                    Impact                                                                                                                                                           77%
                                                                                                                                                                                                              Medium
 See the appendix to gain more                                                                                                                                                                             Investment
 information on the use of
                                                 n = 22.                                                                                            n = 22.
 MOOCs.                                          Source: CEB 2014 Learning Innovations Survey.                                                      Source: CEB 2014 Learning Innovations Survey.

© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                                                                   8
Learning portals are
          well embedded in the
                                                 LEARNING CHANNELS: LEARNING PORTALS
          majority of organizations
          and yield high impact.                 Further Expansion of Learning Portals Planned
                                                 Extent of Deployment of Learning Portals (Percentage of L&D Staff)a

     ■■   The majority of L&D                    40%                                                                                               38%
          professionals have
          embedded learning portals,
          and over a one-quarter seek                               26%                                                                                                      26%
          to expand their use.
                                                 20%
     ■■   Learning portals highly
          impact employee
          development in over one-                                                              7%
          third of cases where they                                                                                       3%
          are deployed.                              0%
                                                               Not Currently          Planning to Use It          Piloting Its Use             Using for          Using for Some Time
                                                                  Using               in the Near Term                                        Some Time          and Planning to Roll It
     ■■   Increased investment                                                                                                                                   Out to More Employees
          for learning portals is
                                                 n = 76.
          widespread, with one-third             Source: CEB 2014 Learning Innovations Survey.
          of organizations determined            a
                                                     Response options also included “Using for some time and are planning to scale back use” and “Using the channel but are planning to discontinue it”;
                                                     no respondents selected these options.
          to provide greater
          investment in the next
          two years.
                                                 Learning Portals Creating High Impact                                                              Strong Levels of Future Investment
                                                 Degree to Which Learning Portals Have a Positive                                                   Expected Level of Investment for Learning Portals
                                                 Impact on Employee Performance (Percentage of L&D                                                  Over the Next Two Years (Percentage of L&D Staff)
                                                 Staff)
                                                                                                                                                                                                              2%
                                                                                                                                                                                                             Low
                                                                                                                              14%
                                                                                                                                                                                                           Impact
                                                                                                                              Low
 CEB L&D Resource                                                                                                           Impact
 IHG’s Leadership Productivity                                                                                                                       36%
                                                 38%                                                                                                 High
 Portal                                          High                                                                                                Impact
 This case details IHG’s                         Impact
 leadership productivity portal,                                                                                                                                                                              63%
 which enables leaders to                                                                                                     48%                                                                          Medium
                                                                                                                           Medium                                                                           Impact
 capitalize on the expertise of                                                                                             Impact
 the broader leadership team
 and access workflow-based
                                                 n = 56.                                                                                            n = 56.
 execution tools.                                Source: CEB 2014 Learning Innovations Survey.                                                      Source: CEB 2014 Learning Innovations Survey.
                                                                                                                                                    Note: Pie may not total 100% due to rounding.
© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                                                                9
To get a pulse on current
          needs, Fidelity monitors
                                                 BEST PRACTICE EXAMPLE: LEARNING
          which resource types and
          topics managers access
                                                 PORTALS
          most.
                                                 Leadership Portal Usage and Preferences Report                                                                        Portal Data Analysis Questions
                                                                                                                                                                       Manager Challenges and Priorities
     ■■   The L&D team analyzes the                                Number of Unique and Repeat Users
          portal data monthly—it finds                                                                                                                                 1. Are managers more focused on
                                                              Views by Individual Resource Frontline                         Mid-Level
          that looking at the data more                                                                 Managers             Managers
                                                                                                                                                                          immediate needs or future performance?
                                                           Views by Content            Type         Frontline            Mid-Level
          frequently than that makes it                                                               Percentage of        Percentage of                               2. In what areas do we need to provide
                                                                                                    Managers             Managers
          difficult to identify trends.            Views by Topic                                    Users AccessingMid-Level
                                                                                                Frontline                 Users Accessing                                 greater support to the business?
                                                                                                  Percentage of        Percentage of
                                                                                                Managers             Managers
                                                                                                 Users Accessing
                                                                                            Frontline                          28.7%
                                                                                                                      Users Accessing
                                                                                                          29.8% Mid-Level                                              3. What resources are managers accessing
                                                                                              Percentage of        Percentage of
                                                                                            Managers             Managers                                                 as a result of our recent promotions?
     ■■   The team segments the data                                                         Users Accessing
                                                                                                      29.8%                28.7%
                                                                                                           8.7% Users Accessing8.0%
                                                                                          Percentage of        Percentage of
          by manager level and business                                                                8.7%1.3%
                                                                                         Users Accessing
                                                                                                  29.8%                28.7%
                                                                                                                           8.0%1.3%
                                                                                                              Users Accessing
          unit to gain a more precise                                                                                                                                  Manager Resource Type Preferences
                                                   Set Direction                                           8.7%1.3%28.3%
                                                                                                       29.8%                            8.0%1.3%28.3%
                                                                                                                                    28.7%
          view of manager challenges,                                                                                                                                  4. What resource types are the most
          resource preferences, content                        Managing Talent
                                                   Plan and Execute                                                32.0%
                                                                                                       8.7%1.3%28.3%                              32.0%
                                                                                                                                     23.1%1.3%28.3%                       popular?
          gaps, content usability, and                     Managing Talent
                                                   Drive Innovation                                            32.0%
                                                                                                       1.3%28.3%                            32.0%
                                                                                                                                        28.3%
                                                                                                                                     4.5%                              5. How well are we appealing to variances
          overall portal resource usage.           LeadManaging Talent
                                                        by Example                                         32.0%
                                                                                                       28.3%                             32.0%
                                                                                                                                     19.5%                                in managers’ learning preferences?
                                                   Manage Talent                                       32.0%                         24.3%
     ■■   Fidelity solicits feedback                                                                                                                                   Content Gaps and Resource Shortcomings
                                                 Source: Fidelity Investments; CEB 2014 Learning Innovations Survey.
          from employees regarding                                                                                                                                     6. What information are managers still
          the usefulness of each piece                                                                                                                                    missing?
          of content on the portal.              Resource Effectiveness Ratings                                                                                        7. What changes do we need to make
                                                                                                                                                                          to current resources?

                                                                                                                                                                       Content Usability
                                                     All    Focus on Customers   Think Strategically    Set Clear Goals and Priorities   Inspire and Motivate Others
                                                                                                                                                                       8. What percentage of managers are repeat
                                                      Job Sculpting: The Art of Retaining Your Best People—Reading                                                        users?
                                                      Very interesting, alternative perspective to getting at the question                                             9. How often do managers view content
                                                      of “what do you like/want to do?”—R.S., Merrimack, New Hampshire                                                    and actually download it?
 CEB L&D Resource
 Fidelity: Leadership Portal                          The Extraordinary Coach—Course
                                                                                                                                                                       Overall Trends
 Quality Pulse Checks                                 This course provides a format that can easily be applied in the real
                                                      world. All coaches and managers with direct reports should take                                                  10. What are the month-over-month trends?
 Fidelity Investments proactively                     this course.—Anonymous
 tracks managers’ resource
 needs and preferences to
                                                 Source: Fidelity Investments; CEB 2014 Learning Innovations Survey.
 ensure they provide targeted,
 accessible, timely,
 and relevant support.
© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                                                                   10
ROADMAP

       Learning Channels                         Learning Methods   LMS Features   Appendix

© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                              11
Mentoring and coaching
          practices are well
                                                 LEARNING METHODS
          embedded in companies,
          but reaching outside the
          organization to learn is
                                                                                                                                                                    External
          more limited.                                                                                                                                         Development
                                                                                                                                                                   Networks

                                                                                    Virtual                                                                        Communities
     ■■   One-on-one coaching                                                       Worlds                                                                         of Practice
                                                                                                                                                                                                      Augmented

                                                                                                                                                                                                                            Le
          and mentoring creates                                                                           Instant                                                                                       Reality

                                                                                                                                                                                                                              ar
          substantial impact, while

                                                                                                                                                                                                                                ni
                                                                                                       Messaging                                   Network                       Technology-

                                                                                                                                                                                                                                ng
                                                                                                                                                   Learning
          wider team practices are still                                                                   Classroom
                                                                                                                                                                               Based Simulation

                                                                                                                                                                                                                                   M
          in the experimental phase.                                                                        Learning                                                                                            Applying

                                                                                                                                                                                                                                     eth
                                                                               Blogs                                                                    External
                                                                                                                                                    Development
                                                                                                                                                                On-the-Job                                  Neuroscience
                                                                           and Wikis                                                                            Learning

                                                                                                                                                                                                                                      ods
                                                                                                                   Virtual
                                                                                                                                                       Networks
                                                                                                                                                                                                               Principles
                                                                                                                                                          Communities
          Experimentation with                                                                                     Worlds

                                                                                                                                                                                         Le
     ■■                                                                                                                                                   of Practice

                                                                                                  ls
                                                                                                                                                                       Augmented

                                                                                              e

                                                                                                                                                                                            a
                                                                                                                                Instant

                                                                                           nn

                                                                                                                                                                                            rn
                                                                                                      Enterprise
                                                                                                                                                                         Reality
                                                                                                                                                                               Mentoring                           User-Created
          methods that extend

                                                                                                                                                                                              ing
                                                                                                                             Messaging         Network

                                                                                              a
                                                                                                                                                               Technology

                                                                                           Ch
                                                                                                                 Classroom                     Learning     Based Simulation                                       Content
                                                                                                   Collaboration

                                                                                                                                                                                                  M
          development outside

                                                                                        ng
                                                                                                                  Learning                                                  Applying

                                                                                                                                                                                                  eth
                                                                                               RSS         Blogs                                      On the Job

                                                                                     rni
                                                                                                                                                                       Neuroscience
                                                                                                  Environments
                                                                                                       and Wikis                                          Peer-Based
                                                                                                                                                      Learning

                                                                                                                                                                                                      ods
                                                                                              Feeds
          the organization are yielding

                                                                                  Lea
                                                                                                                                                                           Principles
                                                                                                                            Enterprise                     Coaching
                                                                                                                                                             Mentoring            User Created                       Including Learners
                                                                         rprise                                 Learning                                                          Content
          low impact.
                                                                                                                         Collaboration
                                                                                                                         Environments            Peer Based                                                                from Partner
                                                                         cial                                   Portal Learning
                                                                                                       Enterprise                                 Coaching                       Including Learners
                                                                                                                                                                                                                          Organizations
                                                                         works         MOOCs
                                                                                                         Social                  Portal
                                                                                                                                                                Manager Led
                                                                                                                                                                                 Manager-Led
                                                                                                                                                                                       from Partner
                                                                                                                                                                                      Organizations
                                                                                                       Networks
                                                                                                                                                                                 Coaching                     In-Person
          The results of experiments
                                                                                                                                                                Coaching     In Person
     ■■                                                                                                           E-Learning                                                Simulations Targeting
                                                                                  E-Learning                        Modules                                          Action               Employee           Simulations     Targeting
          with the application of                                                                                                  Enables
                                                                                                                                                                     Learning              Mindset
                                                                                                                                                                                             Action                          Employee
                                                                                    Modules
                                                                                     M-Learning                                   Assessment

          neuroscience are leading                                                                                                          Reports Integrate
                                                                                                                                             Real-Time Data
                                                                                                                                                                                             Learning                         Mind-Set
                                                                                                                   Enables
          to a positive outlook.                                                                                                                                                                                  Team-Based
                                                                                                               Assessment                        Management
                                                                                                                                                                Compliant with
                                                                                                                                                                Third-Party Tools
                                                                                                                                                                                                               Development Plans
                                                                                                                            Features Reports Integrate
                                                                                                          Push Content
                                                                                                            Based on
                                                                                                                                     Integration with     Management of
     ■■   Gamification adoption                                                                                   Provides Mobile
                                                                                                                                       Real Time DataLearning
                                                                                                                                     Performance
                                                                                                                                     Management Systems
                                                                                                                                                         Informal

          is relatively widespread,
                                                                                                                     Access        Share Content Enables Learner
                                                                                                                                  Outside Firewall Created Content

          but its impact remains low.
                                                                                                                                      LMS Features
                                                                                                                                                                 Management                           Compliant with
                                                                           Push Content
                                                                                                                                                                                                      3rd Party Tools
                                                 Source: CEB 2014 Learning Innovations Survey.

                                                  Assessment Factors

                                                 Adoption Level                                                                  Current Impact                                                                        Future Investment

                                                 Experimenting          Adopting                  Embedded                       Low Impact Medium Impact High Impact                                                       Low             Medium        High
 See the appendix for
                                                 Degree of adoption is measured by                                               Current level of impact based on:                                                      Future outlook is based on the projected
 definitions of each of the items
                                                 extent and nature of deployment across                                          ƒƒLevel of value for L&D                                                               level of investment in the next two years.
 represented on the bullseye.                    organizations.                                                                  ƒƒImpact on employee performance
© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                                                                                                                 12
The application
          of findings from
                                                 LEARNING METHODS: APPLYING NEUROSCIENCE
          neuroscience research to
          employee development
                                                 PRINCIPLES FOR DEVELOPMENT
          is still in an experimental
          phase.                                 Limited Adoption for Neuroscience Principles
                                                 Extent of Deployment of Neuroscience Principles (Percentage of L&D Staff)a

     ■■   Few L&D professionals                  70%                 65%
          have fully integrated findings
          from neuroscience into
                                                 35%
          development efforts, with                                                                                                                     14%
                                                                                                 12%
          only 2 in 10 already using                                                                                         2%                                                     5%                    2%
          this method.                               0%
                                                                 Not Using              Planning to Use It                 Piloting                  Using for               Using for Some           Using for Some
                                                                                        in the Near Term                   Its Use                  Some Time              Time and Planning        Time and Planning
     ■■   In the majority of cases,                                                                                                                                         to Roll It Out to       to Scale Back Use
                                                                                                                                                                            More Employees
          neuroscience provides
          medium impact when                     n = 43.
          deployed at present,                   Source: CEB 2014 Learning Innovations Survey.
          and investment outlook                 a
                                                     Response option also included “Using the channel but are planning to discontinue it”; no respondents selected these options.

          is broadly positive.

                                                 Medium Impact from Applying Neuroscience                                                           Moderate Future Investment for Applying
                                                 Principles                                                                                         Neuroscience Principles for Development Planned
                                                 Degree to Which Applying Neuroscience Principles                                                   Expected Level of Investment for Applying Neuroscience
                                                 Have a Positive Impact on Employee Performance                                                     Principles Over the Next Two Years (Percentage of L&D
                                                                                                                                                                          2,500%
                                                 (Percentage of L&D Staff)                                                                          Staff)

                                                                                                                              20%
                                                                                                                              Low
                                                 20%                                                                        Impact                  25%
                                                 High                                                                                               High
                                                 Impact                                                                                             Investment                                                         75%
                                                                                                                                                                                                                   Medium
 CEB L&D Resource                                                                                                                                                                                               Investment
                                                                                                                              60%
 The Neuroscience of Leadership                                                                                            Medium
                                                                                                                            Impact
 This webinar replay introduces
 key research findings, case
 studies, and important
 implications for improving                      n = 15.                                                                                            n = 15.                           7,500%
                                                 Source: CEB 2014 Learning Innovations Survey.                                                      Source: CEB 2014 Learning Innovations Survey.
 leadership best practices.
© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                                                                        13
Technology-based
          simulations are showing
                                                 LEARNING METHODS: TECHNOLOGY-BASED
          wider adoption and
          are seeing increased
                                                 SIMULATIONS
          investment levels.
                                                 Tech-Based Simulations Are Well Embedded
                                                 Extent of Deployment of Technology Based Simulations (Percentage of L&D Staff)a
     ■■   Over half of L&D
          professionals have rolled              40%                                                                      35%
          out technology-based                                  26%
          simulations for employee                                                     16%
                                                 20%
          development, and over 15%                                                                                                           12%
                                                                                                     7%
          of L&D professionals report                                                                                                                                 2%              2%
                                                  0%
          they plan to roll them out in
                                                             Not Using             Planning to     Piloting              Using for      Using for Some           Using for         Using the
          the near term.                                                           Use It in the   Its Use              Some Time           Time and            Some Time         Channel but
                                                                                    Near Term                                           Planning to Roll       and Planning       Planning to
                                                                                                                                         It Out to More        to Scale Back     Discontinue It
     ■■   Forty-one percent of                                                                                                             Employees                Use
          L&D professionals report               n = 43.
          a high impact from their               Source: CEB 2014 Learning Innovations Survey.
          simulations.

     ■■   Almost half of L&D
          professionals expect                   Medium Impact from Technology Based                                             High Investment for Technology-Based
          investments in technology              Simulations                                                                     Simulations
          simulations to be high in              Degree to Which Technology Based Simulations Have a                             Level of Investment for Technology-Based Simulations
          the next two years.                    Positive Impact on Employee Performance (Percentage                             Over the Next Two Years (Percentage of L&D Staff)
                                                 of L&D Staff)
                                                                                                                 3%                                                                                6%
                                                                                                                Low                                                                               Low
                                                                                                              Impact

 CEB L&D Resource
 Playbook: Achieving Impact
                                                 41%                                                             56%             47%                                                            47%
 with Simulations                                High                                                         Medium             High                                                        Medium
                                                 Impact                                                        Impact
 This playbook reviews the three
 action steps that L&D must
 take to ensure simulations drive
 performance outcomes rather
 than just offer an entertaining                 n = 32.                                                                         n = 32.
                                                 Source: CEB 2014 Learning Innovations Survey.                                   Source: CEB 2014 Learning Innovations Survey.
 experience.
© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                                                   14
Technology-based
          simulations involve real
                                                 TECHNOLOGY-BASED SIMULATIONS
          employees operating in
          a computer-simulated                   Benefits                                                                                      Drawbacks
          system.

                                                       Are often a highly scalable simulation method                                                 Bought off the shelf or L&D must use
     ■■   Technology-based                                                                                                                           dedicated consultants or internal staff with
          simulations are well suited                  Ensures learning is consistent across the                                                     the right technical skills to create them
          for scalably developing                      learner population                                                                            (which are hard to find)
          higher-order technical skills.
                                                       Enables L&D to re-create (and modify) real-                                                   Can seem gimmicky to learners and leaders
                                                       life scenarios to provide powerful teaching                                                   when not done well

                                                       Enables employees to practice using                                                           Learners need a high level of technology
                                                       expensive equipment or engaging in complex                                                    fluency
                                                       actions that could have costly consequences
                                                       if not performed properly                                                                     The organization must have the appropriate
                                                                                                                                                     technology infrastructure
                                                       Allows learners to operate in condensed time
                                                       (e.g., compressing a year of events into a day)
                                                       to see the future implications of decisions

                                                     Case in Point

                                                     Workplace Technologies Research, Inc. (WTRI) worked with SAIC to create an interactive simulation game
                                                     to train open-pit miners on safety measures. In their quest to extract the most gold under budget and
 Choosing the Right
                                                     on time, teams of miners confront a variety of challenges, such as bad weather conditions, maintenance
 Technology-Based Simulation
                                                     problems, and dangerous unforeseen events. The teams must address these challenges while continuing to
 When choosing the type of                           meet production goals, which teaches them effective mine safety practices and maintenance procedures
 technology-based simulation                         when operating in real-life pressure situations. The training program can identify and track game players
 to deploy, L&D staff should                         who are working and behaving in an unsafe way and deduct points from the team’s score for this behavior.
 consider the necessary level of
 interactivity between learners
                                                 Source: http://www.saic.com/products/simulation/olive/customers.html; CEB 2014 Learning Innovations Survey.
 and whether the simulation
 must be available on demand
 to learners.
© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                                                    15
Before creating a
         simulation, L&D must
                                                 ASSESS THE SUITABILITY OF SIMULATION
         carefully consider
         whether a simulation is
                                                 AS A DEVELOPMENT METHOD
         an appropriate method
         to meet a specific                      Guide to Assessing the Suitability of Simulation
         learning need.

                                                  Directions: For the learning content you are evaluating, consider each of the selection criteria below. Circle the rating that
    ■■   Simulations are not                      is most appropriate for each of the criteria. Tally your score, and consult the key at the bottom of the page to interpret
         appropriate for every                    the score and determine the viability of simulations as an effective learning delivery method for this particular content.
         development need—L&D
         must consider the learning               Selection Criteria                                               Rating Scales
         content, the audience, and               Target Population: To what extent is the learning                        1                             3                           5
         logistics when deciding                  content relevant to a large population of learners                     Small                        Medium                       Large
         whether to use a simulation.             within the target audience?                                          Population                    Population                  Population
                                                  Need for Practice: To what extent is there a need                         1                             3                           5
    ■■   Use this tool as a guide to              for learners to practice applying the content?                     Little Need to                  Some Need                 Substantial Need
         determine if simulation is an                                                                                  Practice                     to Practice                 to Practice
         appropriate delivery method.             Emphasis on Skills Versus Knowledge: To what                             1                             3                             5
                                                  extent does the learning content address building                    Imparting                Equal Focus on Skills           Building Skills
                                                  skills as opposed to imparting knowledge?                           Knowledge                   and Knowledge
                                                  Risk of Content Application: How risky is it for the                     1                             3                            5
                                                  target audience to apply the learning back on the                     No Risk                     Medium Risk                   High Risk
                                                  job without supervision?
                                                  Barriers to Content Application: How many barriers                       1                             3                           5
                                                  (e.g., workflow, manager relationships) are there to                Few Barriers                  Some Barriers               Many Barriers
                                                  learners applying content on the job?
                                                  Importance of Feedback: How important is it that                         1                           3                              5
                                                  learners receive immediate feedback on their ability               Not Important              Somewhat Important             Very Important
                                                  to apply learning?

 CEB L&D Resource                                 L&D Resources: What level of investment (money,                         1                              3                           5
                                                  time, people, etc.) can the organization devote to                 No Resources                Limited Resources               Substantial
 Playbook: Achieving Impact                       this initiative?                                                                                                               Resources
 with Simulations
 This playbook reviews the three                  Point Total
 action steps that L&D must                       25 and Above                      Deploying a simulation is a highly viable approach.
 take to ensure simulations drive
                                                  15–24                             Simulation may be effective when also blended with more traditional learning approaches.
 performance outcomes rather
 than just offer an entertaining                  14 and Below                      Simulation is not likely to be effective. Consider a more traditional approach.
 experience.
                                                 Source: CEB 2014 Learning Innovations Survey.

© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                                                  16
A varied response for
          including learners from
                                                 LEARNING METHODS: INCLUDING LEARNERS
          partner organizations in
          development programs
                                                 FROM PARTNER ORGANIZATIONS IN PROGRAMS
          demonstrates this is still
          an experimental learning               Limited Adoption for Including Learners from Partner Organizations in Development Programs
                                                 Extent of Deployment of Including Learners from Partner Organizations in Programs (Percentage of L&D Staff)
          method for many.

                                                                49%
     ■■   Almost half of L&D                     50%
          professionals plan to or
          have attempted to expand               25%                                                               16%
          learning programs to those                                                                12%                                9%
                                                                                        7%                                                                  5%                    2%
          outside their organization,             0%
          with a small contingent                            Not Using             Planning to     Piloting      Using for   Using for Some             Using for              Using the
          scaling back                                                             Use It in the   Its Use      Some Time        Time and              Some Time              Channel but
                                                                                    Near Term                                Planning to Roll         and Planning            Planning to
          this activity.                                                                                                      It Out to More          to Scale Back          Discontinue It
                                                                                                                                Employees                  Use
     ■■   The majority of respondents            n = 43.
          have seen limited impact,              Source: CEB 2014 Learning Innovations Survey.

          with this method, with
          just under 20% of L&D
                                                 Including Learners from Partner                                             Limited Investment in Including Learners
          professionals capturing
                                                 Organizations in Development Programs                                       from Partner Organizations in Development
          high returns.
                                                 Seeing Limited Impact                                                       Programs
                                                 Degree to Which Including Learners from Partner                             Level of Investment for Including Leaners from
     ■■   Few organizations are                  Organizations in Development Programs Has                                   Partner Organizations in Programs Over the Next
          planning substantial                   a Positive Impact on Employee Performance                                   Two Years (Percentage of L&D Staff)
          investments in including               (Percentage of L&D Staff)
          partners in development                                                                                                                                                             4%
          programs.                                                                                                                                                                          Low
                                                                                                                                                                                       Investment
                                                                                                         18%
                                                                                                         Low
                                                 18%                                                   Impact                23%
                                                 High                                                                        High
                                                 Impact                                                                      Investment

 CEB L&D Resource                                                                                        64%                                                                                  73%
                                                                                                      Medium                                                                              Medium
 Cargill: Customer Capstone                                                                            Impact                                                                          Investment
 Project
 Identify how to use value chain
 partners in formal development
 solutions.                                      n = 22.                                                                     n = 22.
                                                 Source: CEB 2014 Learning Innovations Survey.                               Source: CEB 2014 Learning Innovations Survey.
© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                                               17
Caterpillar invites
        HIPOs from key external
                                                 BEST PRACTICE EXAMPLE: INTERORGANIZATIONAL
        partners to their HIPO
        development program
                                                 PEER LEARNING
        to strengthen working
        relationships across the                 Common Approach to HIPO Development: Siloed                     Caterpillar’s Approach to HIPO Development:
        value chain.                             HIPO Development within Own Organizations                       Interorganizational HIPO Development

                                                 Organization                                 External Partner   Organization                          External Partner

                                                                                  Weak
                                                       Senior                   Working           Senior             Senior                                Senior
                                                     Leadership                Relationship     Leadership         Leadership         Strong             Leadership
                                                                                                                                     Working
                                                                                                                                    Relationship

                                                   Development                                 Development
                                                     Program                                     Program

                                                                                                                                 Interorganizational
                                                         HIPO                                      HIPO               HIPO          Development
                                                                                                                                                            HIPO
                                                                                                                                      Program

                                                     Entry Level                                Entry Level        Entry Level                           Entry Level

                                                       Unfamiliar Working Relationships: Senior                     Well-Established Working Relationships:
                                                       leaders must quickly learn how to best work                  Senior leaders establish working relationships
                                                       with external peers in the value chain.                      with external peers early in their careers.
                                                       Inaccessible Information: Senior leaders                     Known Sources of Information: Senior
                                                       struggle to find the information about the                   leaders know who in their networks—inside
                                                       external market and value chain needed for                   and outside of the organization—can provide
                                                       success in their roles.                                      market information.
 CEB L&D Resource                                      Isolated Problem Solving: Senior leaders                     Systems Thinking: Senior leaders consider how
 Stretch, Support, and Sustain                         often fail to consider implications for parts                decisions impact all parts of the value chain
                                                       of the value chain outside of their own                      instead of just their own organization.
 Learn from Caterpillar and
                                                       organizations.
 other best practices how to
 accelerate HIPO performance.                    Source: Caterpillar; CEB analysis.

© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                          18
Caterpillar invites
        strategically important
                                                 IDENTIFY STRATEGIC EXTERNAL PARTNERS
        external partners to send
        HIPOs to participate in
                                                 TO PARTICIPATE IN HIPO DEVELOPMENT
        their HIPO development
        program.                                 Criteria for Identifying Strategic                 Details of Caterpillar’s “Digging Deep” Advanced Executive
                                                 External Partners                                  Leadership Program Communicated to External Partners

                                                   VP, Global                         VPs, Dealer
                                                   Purchasing                          Services

                                                                                                     External Partners                         Existing Confidentiality
                                                                                                     ■■ Suppliers
                                                                                                                                               Agreements
                                                                                                     ■■ Dealers
                                                    1. D
                                                        oes the partner’s business performance                                                These partners often
                                                                                                     ■■ Customers
                                                       substantially impact our business                                                       already have legal
                                                       performance?                                                                            agreements in place
                                                                                                     Participants
                                                                                                                                               to protect confidential
                                                                                                     From Caterpillar:                         information shared within
                                                        oes the partner conduct a substantial
                                                    2. D                                             ■■ Department heads
                                                       amount of business with us?                                                             these relationships.
                                                                                                     ■■ Managers

                                                                                                     ■■ HIPOs currently in officer succession plan
                                                        as this partner consistently provided
                                                    3. H
                                                       high-quality work for us?                     From External Partners:
                                                                                                     ■■ Current senior leaders

                                                                                                     ■■ HIPOs currently in the partner’s succession plan
                                                    4. Is this partner interested in sending his
                                                       or her HIPOs to our HIPO development          Costs of Participation to External Partners
                                                       program?                                      ■■ Tuition costs of $60,000 per participant

                                                                                                     ■■ Travel costs

                                                                                                     ■■ Visa costs

                                                                                                     Benefits of Participation for External Partners
                                                                                                     ■■ HIPO development without program cost of
                                                                                                        administering own program
                                                                                                     ■■ Improved working relationship with Caterpillar

                                                 Source: Caterpillar; CEB analysis.

© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                           19
Caterpillar helps
         HIPOs contextualize
                                                 CONTEXTUALIZE MANAGEMENT AND MARKET
         organizational theory and
         global economic trends
                                                 KNOWLEDGE FROM EXTERNAL EXPERTS
         by alternating discussions
         with external experts and               Development Program Contextualization of External Markets and Organizational Theory
         senior leaders.
                                                                                                                                One Year

    ■■   Caterpillar partners with
         faculty from Stanford                                          Module 1: Core                Module 2: Thinking            Module 3: Organizing           Module 4: Core
         University to teach the most                                   Leadership Capabilities       About Markets                 for Global Markets             Looking Forward
         current concepts and trends
                                                                        Location: Caterpillar         Location: Wuxi, China         Location: São Paolo            Location: Stanford
         in organizational theory and
                                                                        Headquarters                                                                               University
         the global economy.                                                                          Length: 5 days                Length: 5 days
                                                                        Length: 5 days                                                                             Length: 3 days
          –– Caterpillar helps HIPOs
             apply external knowledge
             and skills developed to                                    Presenters                    Presenters                    Presenters                     Presenters
                                                     Program Overview

                                                                        ■■ Caterpillar Officers       ■■ Caterpillar Officers       ■■ Caterpillar Officers        ■■ Caterpillar Officers
             the Caterpillar value chain
                                                                        ■■ Stanford University        ■■ Stanford University        ■■ Stanford University         ■■ Stanford University
             through executive-led
             discussions.                                                  Faculty                       Faculty                       Faculty                        Faculty

                                                                        Topics Covered                Topics Covered                Topics Covered               Topics Covered
                                                                        ■■ Critical Analytical        ■■ Strategic Leadership:      ■■ Regional and Country      ■■ Organizational Culture

                                                                           Thinking                      Economics                     Analysis                  ■■ Organizing for

                                                                        ■■ Innovative Design          ■■ Strategic Leadership:      ■■ Global Leadership and        Innovation
                                                                           Thinking                      Organization Design           Markets                   ■■ Strategic Crisis

                                                                        ■■ Personal Leadership        ■■ Supply Chain               ■■ Managing a Global            Management
                                                                                                      ■■ Macroeconomicsa               Organization              ■■ Change and Leadershipa

                                                                                                      ■■ International Tradea       ■■ Marketing Globally

                                                                                                                                    ■■ Sustainability

                                                                                                                                    ■■ Ethicsa
                                                                                                                                                        Locations Tied to Growth Strategy
                                                                                                                                                          The location of Module 3 may change
                                                                                                                                                          based on Caterpillar’s growth market focus.

                                                                         Provide Most Current Information on Disciplines Most Relevant to Caterpillar’s and Partners’ Organizational Strategies
                                                                         Caterpillar provides HIPOs with information about the external market and organizational leadership that is most
                                                                         critical for successfully meeting strategic challenges.

                                                 Source: Caterpillar; CEB analysis.
                                                 a
                                                      Distance learning completed before next module.

© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                                                    20
Caterpillar builds
          networks across the value
                                                 BUILD INTERORGANIZATIONAL NETWORKS
          chain through teams of
          external partners and
                                                 THROUGH PEER LEARNING TEAMS
          internal HIPOs.
                                                 Caterpillar and External Partner Collaboration Activities Throughout Development Program

     ■■   By working closely together                Program                                                                                                  Program
                                                                              Module 1     Module 2           Module 3              Module 4
          for a full year, HIPOs build               Overview                                                                                                  Finale
          working relationships
          across organizations that
          enable future on-the-job                                              1. PEER REFLECTION                             2. ACTION LEARNING PROJECT
          collaboration and holistic
          problem solving across the
          value chain, not just within           Questions for Team Discussion of Module Content                         Sample Business Challenge
          their own organizations.               Illustrative                                                            Develop a process for creating a supplier park
                                                                                                                         near one of Caterpillar’s facilities that can
                                                                                                                         later be used in the expansion of Caterpillar’s
                                                   1. W
                                                       hat about this module surprised us? Why are or                   facilities globally.
                                                      aren’t these reactions different depending on which
                                                      organization we work for?
                                                   2. W
                                                       hat differences did we discover about each of
                                                      our organizations based on this module? What
                                                                                                                           Virtual and In-Person Team Collaboration
                                                      similarities did we discover?
                                                   3. W
                                                       hat will we do differently to better partner
                                                                                                                              Caterpillar               External Partner
                                                      across the value chain as a result of what we
                                                                                                                                HIPOs                        HIPOs
                                                      learned in this module?

                                                                                           External Partner              Key Principles of Action Learning
                                                  Caterpillar HIPOs
                                                                                                HIPOs
                                                                                                                            Identifies root causes of challenge across
                                                                                                                            value chain
                                                                                                                            Considers implications of solution for all
                                                                                                                            parts of value chain
                                                                                                                            Identifies actions across value chain

                                                 Source: Caterpillar; CEB analysis.

© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                           21
ROADMAP

       Learning Channels                         Learning Methods   LMS Features   Appendix

© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                              22
Communities

                                                                           ls
                                                                                                    Worlds
          L&D professionals are
                                                 LMS FEATURES                                                                                                                      of Practice

                                                                         ne
                                                                                                                                                                                                 Augmented
                                                                                                                           Instant

                                                                       an
          confident their LMS                                                                                                                                                                      Reality
                                                                                                                        Messaging                                 Network

                                                                    Ch
                                                                                                                                                                                         Technology
          provides reporting and                                                                                                                                  Learning
                                                                                                                            Classroom                                                Based Simulation

                                                                  ing
          assessment capabilities                                                                                            Learning                                                                Applying
                                                                             RSS                 Blogs                                                                        On the Job
                                                                                                                                                                        External

                                                               arn
          but now seek to widen                                                                                                                                     Development
                                                                                                                                                                                                 Neuroscience
                                                                            Feeds            and Wikis                                                                 Networks
                                                                                                                                                                              Learning
          LMS functionality to
                                                                                                                                    Virtual
                                                                                                                                    Worlds
                                                                                                                                                                       Communities
                                                                                                                                                                       of Practice
                                                                                                                                                                                                     Principles

                                                                                                                   ls

                                                                                                                                                                                                          Le
                                                                                                                                                                                   Augmented

                                                                                                               e
                                                                                                                                                 Instant

                                                                                                                                                                                                             a
                                                                                                            nn
          become more tailored to
                                                                                                                                                                                           Reality
                                                                                                                                                                                                                                 User Created

                                                                                                                                                                                                            rn
                                                                                                                      Enterprise Messaging                       Network
                                                                                                                                                                                               Mentoring

                                                                                                               a
                                                                                                                                                                                 Technology-

                                                                                                                                                                                                              ing
                                                                                                            Ch
                                                                                                                                   Classroom                     Learning     Based Simulation

          individual learner needs.                                                                                Collaboration                                                                                                 Content

                                                                                                         ng

                                                                                                                                                                                                                  M
                                                                                                                                    Learning                                                  Applying

                                                                                                                                                                                                                 eth
                                                                                                                RSS        Blogs                                        On-the-Job

                                                                                                      rni
                                                                                                                                                                                         Neuroscience
                                                                                                                  Environments
                                                                                                               Feeds   and Wikis
                                                                                                                                                                     Peer Based
                                                                                                                                                                        Learning

                                                                                                                                                                                                                     ods
                                                                                                                                                                                             Principles

                                                                                                   Lea
                                                                                                                                                                                                  User-Created
                                                                                     Enterprise
                                                                                                                                                Enterprise                Mentoring
                                                                                                                                                                      Coaching                    Content               Including Learners
                                                                                                                                Learning
                                                                                                                                     Collaboration

                                                                                                                                                                                                                              from Partner
                                                                                                                                     Environments                  Peer-Based
                                                                                       Social                                   Portal
                                                                                                                                                                    Coaching                     Including Learners
     ■■   The foundations of enabling                               MOOCs
                                                                                                                        Enterprise        Learning
                                                                                                                                                                                                       from Partner
                                                                                                                                                                                                                             Organizations
                                                                                     Networks          MOOCs
                                                                                                                          Social
                                                                                                                        Networks
                                                                                                                                          Portal
                                                                                                                                                                                 Manager-Led     Manager Led
                                                                                                                                                                                                      Organizations
          learning assessment and                                                                                                  E-Learning
                                                                                                                                                                                 Coaching     In-Person
                                                                                                                                                                                                 Coaching
                                                                                                                                                                                             Simulations Targeting  In Person
                                                                                                                                                                                      Action
                                                                                                                                                                                                                   Simulations Targeting
                                                                                                                                                                                                          Employee
          reporting are well embedded
                                                                                                                                     Modules
                                                                                                  E-Learning                                        Enables
                                                                                                                                                                                      Learning            Mind-Set
                                                                                                                                                                                                 Team-Based Action
          in organizations.                                                                         Modules
                                                                                                     M-Learning                                    Assessment
                                                                                                                                                             Reports Integrate                Development Plans
                                                                                                                                                                                                                                 Employee
                                                                                                                                                              Real Time Data                                Learning              Mindset
                                                                                                                                      Enables
                                                                        M-Learning                                                   Assessment                                                                               Team Based
     ■■   L&D professionals see                                                                                             Push Content                                  Management
                                                                                                                                                               Reports Integrate
                                                                                                                                                                                         Compliant with
                                                                                                                                                                                         3rd Party Tools
                                                                                                                              Based on             Features
                                                                                                                                                              Integration with                                             Development Plans
          considerable impact from
                                                                                                                                                                                   Management of
                                                                                                                                                                Real-Time Data
                                                                                                                                                              Performance         Informal Learning
                                                                                                                                      Provides Mobile         Management Systems
          being able to push content                                                                                                  Access    Share Content Enables Learner
                                                                                                                                               Outside Firewall Created Content
          to learners.
                                                                                                                                                       LMS Features                 Management                        Compliant with
                                                                                        Push Content Based on                                                                                                         Third-Party Tools
     ■■   L&D seeks to increase                                                                                                    Features
          investment in mobile                                                                                                                               Integration with                               Management of
                                                                                                                                                             Performance                                   Informal Learning
          learning access, performance                                                                                                                       Management Systems
                                                                                                           Provides Mobile
          management integration,                                                                          Access
                                                                                                                     Share Content Outside
          and gamification features.                                                                                                                                        Enables Learner
                                                                                                                            Firewall                                        Created Content

                                                                                                                                                LMS Features
                                                 Source: CEB 2014 Learning Innovations Survey.

                                                  Assessment Factors

                                                 Adoption Level                                                     Current Impact                                                                                    Future Investment

                                                 Experimenting           Adopting        Embedded                   Low Impact Medium Impact High Impact                                                                   Low            Medium    High
 See the appendix for
                                                 Degree of adoption is measured by                                  Current level of impact based on:                                                                 Future outlook is based on the
 definitions of each of the items
                                                 extent and nature of deployment across                             ƒƒLevel of value for L&D                                                                          expected impact on L&D and employee
 represented on the bullseye.                    organizations.                                                     ƒƒImpact on employee performance                                                                  performance in the next two years.
© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                                                                                                           23
LMS functionality for
          enabling assessment is
                                                 LMS FEATURE: ENABLES ASSESSMENT
          well embedded but will
          see limited additional                 Learner Evaluation Firmly Established
          investment.                            Extent of Deployment of Enabling Assessment (Percentage of L&D Staff)
                                                                                                                                                59%
                                                 60%
     ■■   Only 10% of L&D
          professionals do not utilize
          LMS for learner evaluation,
          with the vast majority                 30%
          already using it.
                                                                                             18%
                                                                   14%
     ■■   This learning assessment                                                                                                                                          6%
          has provided high impact to                                                                                  0%                                                                           2%
          employee development.                      0%
                                                               Not Using                Planning to                 Piloting             Using for Some            Using for Some          Using for Some
                                                                                        Use It in the               Its Use                   Time               Time and Planning            Time and
     ■■   However, over three-quarters                                                   Near Term                                                                to Roll It Out to          Planning to
                                                                                                                                                                  More Employees           Scale Back Use
          of respondents do not
                                                 n = 49.
          foresee higher returns from
                                                 Source: CEB 2014 Learning Innovations Survey.
          enabling assessment in the             a
                                                     Response options also included “Using the channel but planning to discontinue it”; no respondents chose this option.
          future.

                                                 Enabling Learner Evaluation Providing                                                              L&D Is Not Expecting High Returns to Employee
                                                 Considerable Impact                                                                                Performance
                                                 Degree to Which Enabling Assessment Has                                                            Degree to Which Enabling Assessment Will Have a
                                                 a Positive Impact on Employee Performance                                                          Positive Impact on Employee Development in the Next
                                                 (Percentage of L&D Staff)                                                                          Two Years (Percentage of L&D Staff)

                                                                                                                                                                                                               7%
                                                                                                                               17%                                                                            Low
                                                                                                                              Low                                                                           Impact
                                                                                                                            Impact                  24%
 CEB L&D Resource                                                                                                                                   High
                                                                                                                                                    Impact
 Measuring for Impact
                                                 57%
 This research brief details                     High
 the key aspects of learning                     Impact                                                                       26%                                                                              68%
 measurement and provides                                                                                                  Medium                                                                           Medium
                                                                                                                            Impact                                                                           Impact
 guidance on a three-step
 process for effectively
 evaluating your learning
                                                 n = 42.                                                                                            n = 42.
 programs.                                       Source: CEB 2014 Learning Innovations Survey.                                                      Source: CEB 2014 Learning Innovations Survey.
                                                                                                                                                    Note: Pie may not total 100% due to rounding.
© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                                                                24
Still in its experimental
          phase for the majority
                                                 LMS FEATURES: PROVIDING MOBILE ACCESS
          of L&D professionals,
          providing mobile access                L&D Is in the Planning Phase for Mobile Rollout
          is high on the list of                 Extent of Deployment of Providing Mobile Access (Percentage of L&D Staff)
          investments in the next                60%
                                                                   53%
          two years.

     ■■   Over half of L&D
          professionals have yet to              30%
                                                                                             22%
          roll out mobile access; more
          than 20% are planning                                                                                        10%                      10%
          implementation soon,
                                                                                                                                                                            2%                      2%
          while 10% are presently in a
                                                     0%
          piloting phase.                                       Not Using               Planning to                  Piloting            Using for Some            Using for Some    Using for Some
                                                                                        Use It in the                Its Use                  Time               Time and Planning Time and Planning
                                                                                         Near Term                                                                to Roll It Out to to Scale Back Use
     ■■   Almost half of L&D                                                                                                                                      More Employees
          professionals who have
                                                 n = 49.
          rolled out mobile access               Source: CEB 2014 Learning Innovations Survey.
          find it greatly impacts                a
                                                     Response options also included “Using the channel but planning to discontinue it”; no respondents chose this option.

          employee development.
                                                 Providing Mobile Access Proving Impactful                                                          L&D Expects High Impact from Mobile Access
     ■■   The majority of L&D                    Degree to Which Providing Mobile Access Has                                                        in the Future
          professionals expect                   a Positive Impact on Employee Performance                                                          Degree to Which Providing Mobile Access Will Have a
          high returns to employee               (Percentage of L&D Staff)                                                                          Positive Impact on Employee Development in the Next
          performance from providing                                                                                                                Two Years (Percentage of L&D Staff)
          mobile access in the next
          two years.
                                                                                                                                                                                                            4%
                                                                                                                               22%                                                                         Low
                                                                                                                               Low                                                                       Impact
                                                                                                                             Impact

                                                                                                                                                                                                             31%
                                                 48%                                                                                                64%                                                  Medium
                                                 High                                                                                               High Impact                                           Impact
                                                 Impact
 CEB L&D Resource                                                                                                             30%
                                                                                                                           Medium
 Preparing L&D for the Future                                                                                               Impact

 See the appendix to gain more
 information on the use of                       n = 23.                                                                                            n = 23.
                                                 Source: CEB 2014 Learning Innovations Survey.                                                      Source: CEB 2014 Learning Innovations Survey.
 mobile learning.
                                                                                                                                                    Note: Pie may not total 100% due to rounding.
© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                                                             25
The ability to learn
        through a mobile
                                                 ENABLING MOBILE ACCESS
        phone or tablet has
        the potential to make                    Benefits                                                           Drawbacks
        learning more accessible
        but comes with increased
                                                       Mobile access allows learning to take place                      Mobile technology must either be provided
        security risk.
                                                       on the move, which enhances flexible work                        by the company or through employees
                                                       conditions and provides development for                          bringing their own device to work.
                                                       remote employees.
                                                                                                                        Determining which mobile platforms are
                                                       Bite sizing learning through mobile                              compatible can be complex.
                                                       technology can provide performance support
                                                       at point of need.                                                Providing information through mobile
                                                                                                                        channels can lead to security risk, especially
                                                       Mobile learning brings learning to platforms                     if the information is sensitive or company
                                                       employees are comfortable using.                                 specific.

                                                       Learning on a mobile device lends itself to
                                                       self-paced learning.

                                                     Case in Point

                                                     With more than 26,000 employees at more than 175 locations around the world, making learning resources
                                                     available through a variety of channels 24 hours a day is critical. To that end, in 2013 the company launched
                                                     the Qualcomm Employee App Store, which features 30 internally developed and externally hosted apps on
                                                     Android and iOS platforms that provide employees with a variety of mobile-ready resources. For instance,
                                                     the app “52 Weeks” is an onboarding tool that tells the company history through a series of weekly stories.
                                                     “Worldwide QMaps” shows all company locations, local restaurants, and shuttle bus information, and
                                                     “QCEvents” showcases current, past, and future events.

                                                     It also launched the “Qualcomm Journey,” a web platform that features user-generated content, such as
                                                     video stories, that allows employees to share their work experiences, and Panopto—a video platform that
                                                     provides recording and broadcasting capabilities.

                                                 Source: CLO Magazine; Mobile Friendly Learning.

© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                         26
L&D is experimenting
          with empowering
                                                 LMS FEATURES: ENABLES LEARNER CREATED CONTENT
          employees to create their
          own content and expect                 L&D Is Experimenting with Enabling Learner-Created Content
          more significant impact                Extent of Deployment of Enabling Learner-Created Content (Percentage of L&D Staff)
          in future.                             60%
                                                                      59%

     ■■   Over half of L&D
          professionals have not yet
          adopted enabling employee-             30%
          created content, but more
          than 20% plan to or are                                                                    14%                                                           12%
                                                                                                                                    10%
          piloting its use.
                                                                                                                                                                                                4%
                                                     0%
     ■■   Where L&D has enabled
                                                                  Not Using                  Planning to Use                      Piloting                  Using for Some        Using for Some Time and
          learner-created content,                                                         It in the Near Term                    Its Use                        Time             Planning to Roll It Out to
          the majority report                                                                                                                                                         More Employees
          a medium impact.                       n = 49.
                                                 Source: CEB 2014 Learning Innovations Survey.
                                                 a
                                                     Response options also included “Using the channel but planning to discontinue it”; no respondents chose this option.
     ■■   L&D envisages high levels of
          impact coming from learner-
          generated content in the
          next two years.                        Enabling Learner-Created Content Providing                                                         L&D Confident in Future Impact of Learner-
                                                 Medium Impact                                                                                      Created Content
                                                 Degree to Which Enabling Learner-Created Content                                                   Degree to Which Enabling Learner-Created Content
                                                 Has a Positive Impact on Employee Performance                                                      Will Have a Positive Impact on Employee Development
                                                 (Percentage of L&D Staff)                                                                          in the Next Two Years (Percentage of L&D Staff)

                                                                                                                              20%
                                                                                                                              Low
                                                                                                                            Impact
                                                 30%
                                                 High
                                                 Impact                                                                                                                                                           58%
                                                                                                                                                    42%                                                        Medium
                                                                                                                                                    High                                                        Impact
                                                                                                                              50%                   Impact
                                                                                                                           Medium
                                                                                                                            Impact

                                                 n = 20.                                                                                            n = 20.
                                                 Source: CEB 2014 Learning Innovations Survey.                                                      Source: CEB 2014 Learning Innovations Survey.

© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                                                                   27
Build employees’ ability
         to share and learn from
                                                 BEST PRACTICE EXAMPLE: ENABLE
         others by implementing
         a channel that allows and
                                                 LEARNERS TO CREATE AND CRITIQUE
         supports employees in                   CONTENT
         creating and critiquing
         content.
                                                 Learner Video Creation and Critiquing Tips

    ■■   Before launching BLOOM,                                                                                                   How to Review a Claim         Comments:
                                                                                                                                                                 ELO@32: This was
         EL&D populated the site with                                                                                                                            really helpful and
         videos and is now working                                                                                                                               so short!
                                                                                                                                                                 bObGrez2: I wish
         with their subject matter                                                                                                                               the speaker went
         experts to create additional                                                                                                                            more in depth on
                                                                                                                                                                 how to handle
         content employees use.                                                                                                                                  something more
                                                                   Videographer              Employee                                                            complicated.
                                                                                                                                                3,245 like it!
                                                                                                                                                                 GrEEr31: I thought
    ■■   BCBSNC provides employees                                                                                                                               that this was very...

         with tips on “How to
         BLOOM” (how to create the                Tips for How to BLOOM                                               Video Feedback Tips
         videos) and how to provide               Use these tips to help you make your BLOOM video.                   Use these tips to help you provide constructive
         constructive feedback to                                                                                     feedback or comments to video creators.
                                                  ■■   Clearly explain what and how you are going to
         video creators.
                                                       share your knowledge with peers.                               ■■   Additional Questions? Feel free to ask in the
                                                                                                                           comments—just be sure to check that no one else
    ■■   BLOOM will actively engage               ■■   Explain why and who can use these skills, as they
                                                                                                                           asked before you!
         learners by allowing them                     might not be relevant to everyone.
         to critique the quality and                                                                                  ■■   Did this video not cover the specific information
                                                  ■■   Be specific on “the how,” and include tips to avoid
         helpfulness of videos.                                                                                            you were looking for? Make a comment about
                                                       common pitfalls or frequently asked questions.
                                                                                                                           what the speaker could add or what would be
                                                  ■■   Provide example opportunities illustrating when                     good for a sequel.
                                                       learners should use this information.
                                                                                                                      ■■   Was this video helpful for you? Like it! Your likes
 CEB L&D Resource                                 ■■   Test your video with colleagues before sending it                   help us ensure all content on BLOOM is relevant
 BlueCross BlueShield of                               to your department’s Super-User for approval.                       and useful.
 North Carolina’s Effective
 Learner Platform
 This case profile describes                      User-Generated Content Governance Principles
 how BCBSNC designed a
                                                  To ensure learner-generated content is both high quality and relevant, BCBSNC has created a series of quality checks:
 learner-centric, on-demand
 media platform (BLOOM) that                      ■■   Content must be approved by a Super-User or administrator before it is available for viewing.
 supports effective learning                      ■■   Super-Users filter videos made by employees in their department for quality and content.
 behaviors instead of just                        ■■   EL&D monitors user-generated feedback.
 passive consumption.
                                                 Source: BlueCross BlueShield of North Carolina; CEB analysis.

© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                                         28
ROADMAP

       Learning Channels                         Learning Methods   LMS Features   Appendix

© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                              29
ADOPTION LEVELS RANKED FROM MOST EMBEDDED TO EXPERIMENTAL

         Learning Channels                       Level of Adoption        Learning Methods          Level of Adoption        LMS Features                 Level of Adoption
   1     E-learning modules                      Embedded            1    On-the-job learning       Embedded            1    Enables assessment           Embedded
  2      Classroom-based learning                Embedded            2    Mentoring                 Embedded            2    Reports integrating
                                                                                                                                                          Embedded
                                                                                                                             real-time data
  3      Enterprise collaboration                                    3    Peer-based coaching       Embedded
         environments                            Embedded                                                               3    Pushing content based
                                                                     4    Manager-led coaching      Embedded                                              Adopting
         (e.g., Sharepoint, Huddle)                                                                                          on learner profiles
                                                                     5    Action learning           Embedded
  4      Learning portal                         Embedded                                                               4    Certification management     Adopting
                                                                     6    Technology-enabled
                                                                                                    Adopting            5    Management of informal
  5      Instant messaging                       Adopting                 simulations
                                                                                                                             learning and communities     Adopting
  6      Enterprise social networks                                  7    User-created content      Adopting                 of practice
                                                 Adopting
         (e.g., Yammer, Jive)                                        8    In-person simulations     Adopting            6    Compliant with third-party
                                                                                                                                                          Adopting
  7      Blogs and wikis                         Adopting            9    Network learning          Adopting                 tools

  8      Mobile learning (M-learning)            Experimenting       10   Communities of practice   Adopting            7    Integration with the
                                                                                                                             performance management       Adopting
  9      Virtual worlds                          Experimenting       11   Team-based development                             system
                                                                                                    Adopting
                                                                          action plans
  10     RSS feeds                               Experimenting                                                          8    Enables learner-created
                                                                     12   Gamification              Adopting                                              Experimenting
  11     MOOCs                                   Experimenting                                                               content
                                                                     13   Including learners from                       9    Provides mobile access       Experimenting
                                                                                                    Experimenting
                                                                          partner organizations
                                                                                                                        10   Gamification features        Experimenting
                                                                     14   Targeting employee
                                                                                                    Experimenting       11   Shares content outside
                                                                          mind-set                                                                        Experimenting
                                                                                                                             organizational firewall
                                                                     15   External development
                                                                                                    Experimenting
                                                                          networks
                                                                     16   Applying neuroscience
                                                                                                    Experimenting
                                                                          principles
                                                                     17   Augmented reality         Experimenting

Source: CEB analysis.

© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                              30
CURRENT IMPACT LEVEL RANKED FROM HIGHEST TO LOWEST

         Learning Channels                       Current Impact        Learning Methods          Current Impact        LMS Features                 Current Impact
   1     Classroom-based learning                High             1    On-the-job learning       High             1    Pushing content based on
                                                                                                                                                    High
                                                                                                                       learner profiles
  2      E-learning modules                      High             2    Mentoring                 High
                                                                                                                  2    Enables assessment           High
  3      Learning portal                         High             3    Peer-based coaching       High
                                                                                                                  3    Reports integrating
  4      Virtual worlds                          High             4    Action learning           High                                               High
                                                                                                                       real-time data
  5      Mobile learning (M-learning)            Medium           5    Team-based development
                                                                                                 High             4    Provides mobile access       High
                                                                       action plans
  6      Instant messaging                       Medium
                                                                                                                  5    Integration with the
                                                                  6    Manager-led coaching      High
  7      Enterprise collaboration                                                                                      performance management       Medium
         environments                            Medium           7    Communities of practice   Medium                system
         (e.g., Sharepoint, Huddle)
                                                                  8    In-person simulations     Medium           6    Compliant with third-party
  8      Enterprise social networks                                                                                                                 Medium
                                                 Medium           9    Augmented reality         Medium                tools
         (e.g., Yammer, Jive)
                                                                  10   Technology-enabled                         7    Enables learner-created
  9      MOOCs                                   Low                                             Medium                                             Medium
                                                                       simulations                                     content
  10     Blogs and wikis                         Low                                                              8    Certification management     Medium
                                                                  11   Network learning          Medium
  11     RSS feeds                               Low                                                              9    Gamification features        Medium
                                                                  12   User-created content      Medium
                                                                  13   Applying neuroscience                      10   Management of informal
                                                                                                 Medium                learning and communities     Low
                                                                       principles
                                                                                                                       of practice
                                                                  14   Including learners from
                                                                                                 Low              11   Shares content outside
                                                                       partner organizations                                                        Low
                                                                                                                       organizational firewall
                                                                  15   Targeting employee
                                                                                                 Low
                                                                       mind-set
                                                                  16   External development
                                                                                                 Low
                                                                       networks
                                                                  17   Gamification              Low

Source: CEB analysis.

© 2014 CEB. All rights reserved. LDR9550614SYN

                                                                                                                                                                     31
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