Phase 1: Inventory Existing Solutions
1. Identify existing content that is relevant.
Goal: Determine what is already available.
- Check the LMS and other sources for relevant structured learning programs.
- Check knowledgebases, online documentation, shared drives, and other sources for content that may be relevant.
- Check with workers to see whether they are using any relevant performance support solutions.
- Check online communities and social networking sites for groups and posts that may be relevant.
- Check throughout the organization to identify recognized experts in areas that are relevant.
- Check with HR, L&D, Leadership Development, and other sources to identify relevant talent management initiatives.
2. Evaluate existing content.
Goal: Determine whether the existing content you have identified is being used effectively.
- Meet with representatives of the primary and secondary roles identified in Phase 2.
- Do they know about the content?
- How and when do they use the content?
- Is the content useful? Why or why not?
- How could the content be improved?
- Is the content packaged in the most convenient and useful way? (i.e., course vs. resource, etc.)
- Map the content to the roles and work processes.
- Document the worker’s feedback on the content.
- What is working well? Why?
- What’s not working well? Why not?
- What’s missing?
Phase 2: Identify Learning & Performance Solution
1. Identify the relevant learning and performance solution components.
Goal: Define the optimal mix of ecosystem components to achieve the desired project goals, success measures and results.
- Consider how to best incorporate or repurpose existing content.
- Consider how to best support workers at the workplace and in the workflow.
- Consider each ecosystem component and assess whether it is appropriate for this solution.
- Consider the synergy between ecosystem components.
2. Align the solution with success measures.
Goal: Ensure that the solution aligns with the project goals and success measures so that results can be measured for impact.
- List the types of data you may track on the usage and effectiveness of the ecosystem solution
- Explain how the ecosystem solution data will be related to the project goals and success measures.
3. Permission to proceed with solution development.
Goal: Present your findings and recommendations for next steps and get client/sponsor buy-in.
- Share what you learned during the needs analysis.
- Prepare estimates of the budget, time, and access to the client’s resources you will need to request.
- Confirm metrics that will be used to measure success.
- Address any client questions or concerns.
- Propose recommended next steps.
- Plan appropriate next steps (e.g., proof of concept, prototype, pilot, phased or partial solution, full solution)
- Explain what you need from sponsor/client in order to proceed.
- Request permission to proceed
Phase 3: Develop & Sustain Solution
1. Design and develop the integrated learning and performance platform.
This is the underlying infrastructure of the workplace performance experience. Critical content is in the right format and within easy reach, written for the workplace context, carefully organized domains, single content page for each topic, accessible within two-clicks, embedded bite-sized videos, feature-rich knowledge sharing and social collaboration in-context of each topic.
2. Partner with Instructional Designer to design an onboarding training program (if necessary)
Design the onboarding (new-hire) learning experience for application on-the-job. Develop practice case scenarios and realistic simulations where the learner can experience performing tasks in a staged (fail safe) environment.