The Change Practitioner s Toolkit: Tools, Techniques, Traps, & Takeaways

Transcription

1 Hdf Implementing the ASTD Workplace Learning & Performance (WLP) Competency Model The CPLP Mastery Series The Change Practitioner s Toolkit: Tools, Techniques, Traps, & Takeaways ASTD 2011 International Conference and Exposition May 25, 2011 Ow l s Ledge LLC Phone: (630) trishuhl@owls -ledge.com

2 Today s Presentation By itself, training often is not enough to improve individual or organizational effectiveness. After all, training is only an appropriate intervention when the performance gap is due to a lack of skills and/or knowledge. Solutions that affect real change and fully address business needs typically involve multiple interventions. Learning and performance professionals require basic skills to gauge and stage business readiness to support training sustainability. The speaker will present a step-by-step approach that will allow you to start adding change management tools and techniques to your existing training toolkit. At the end of this session, participants will be able to: Identify common changemanagement tasks for learning initiatives Implement simple tools for creating deliverables Integrate changemanagement tasks with training tasks to create an overall transition strategy. It s a VUCA world! Volatility, Uncertainty, Complexity, Ambiguity. - Bob Johansen, Institute for the Future About Your Presenter --- Trish Uhl, PMP, CPLP Trish has almost 20 years of experience as a seasoned trainer, facilitator, project manager, change manager, consultant, and coach. She is a contributing author to two books on the topics of technology and teams ASTD Press 10 Steps to Successful Teams and Pfeiffer Fortify Your Salesforce: Leading & Training Exceptional Teams. Trish is a 2009 recipient of Training magazine's Top Young Trainers award. She is also extremely active in the ASTD community on international, national and local levels - and is the 2011 President of the Chicagoland Chapter, ASTD (CCASTD). As a CPLP herself - and one of the original CPLP pilot participants - Trish is globally recognized for her passion for peer development and her contributions to the advancement of the learning profession. Upcoming Events: Trish is a frequent presenter at professional conferences, ASTD chapter meetings, and other industry events. Here s a preview of where she s speaking next. August 2011 Chicago e-learning & Technology Showcase September 2011 CPLP Boot Camps California ASTD chapters October 2011 SMT Center for Sales Excellence Conference October 2011 ASTD Chapter Leaders Conference

3 The Change Practitioner s Toolkit Presented by: Trish Uhl, PMP, CPLP Founder & CEO, Owl s Ledge LLC trishuhl@owls-ledge.com Session Outline The Future of Learning & Performance Learning Trends The Change Practitioner s Toolkit Orienting Yourself Case Study: Applying the Change Management Toolkit Resources Learning Objectives Identify common change management tasks for learning initiatives. Implement simple tools for creating deliverables. Integrate change management tasks with training tasks to create an overall transition strategy.

4 The Change Practitioner s Toolkit 1. Describe a situation where you provided a solution that had unanticipated impacts on another area of the organization. 2. ASTD Workplace Learning & Performance Competency Model: What competencies are necessary to your job? 3. Technology & Millenials: How will current and future social learning trends in the workplace shape the professional development roadmap for learning professionals for the years ahead? 4. What competencies are required of learning professionals to effectively apply social learning techniques in the workplace 2

5 5. Case Study The Change Practitioner s Toolkit We work for Hanger Emporium. The company s primary business is to make and sell hangers. The company is based in Chicago, Illinois and has, historically, only done business in the U.S. Most of the company s orders come from big hotel chains like Marriott and Hilton. The strategic direction of the organization is to launch its first round of international sales in Q The objective is to increase revenue by selling hangers to high end hotel properties in the U.K. Anticipated changes include: o Working with a new contract manufacturer to begin manufacturing hangers in Ireland for distribution in the U.K. o Contacting the U.K. counterparts of the existing U.S. customers. o Starting a new Customer Service Center in London. o North American Order Management will start processing U.K. orders and working with U.K. clients. o Sales people will be hired and deployed in the U.K. You have been charged with leading this change initiative. Where do you start? What tools do you use? 3

6 The Change Practitioner s Toolkit NOTES 4

7 CPLPCOACH.COM CPLPCOACH.COM provides CPLP and industry-related resources for those interested in the Certified Professional in Learning & Performance (CPLP ) credential and the learning & performance industry CPLP Knowledge Exam Resources SELF STUDY: Use our self-study resources to prepare for the CPLP Knowledge Exam. On-line Practice Exams On-Puzzles for Learning Glossary Terms On-line / Mobile Flash Cards On-line / Mobile Video & Audio KNOWLEDGE EXAM WORKSHOPS: A Single Platform for End-to-End Preparation for the CPLP Knowledge Exam Online Facilitated Sessions Session Capture and Retrieval for 24/7 Playback Variety of Learning Resources Delivering Student Services Access to Documents Collaboration Tools Course Information Multi-Channel Communication with Facilitators & Peers PLATINUM KNOWLEDGE EXAM COACHING (Knowledge Exam Workshops & Personal, Private, Oneon-One Coaching) One-on-one coaching service in addition to the Knowledge Exam Workshops CPLP Work Product Resources SELF STUDY: Use our self-study resources to prepare your CPLP Work Product Submission. Webcasts Audio recordings Sample Submissions Tips & Tricks WORK PRODUCT COACHING WORKSHOPS Group Coaching includes everything you've come to expect from Owl's Ledge -- expertly trained coaches, best practices, Work Product tips, tricks & traps, and a system that focuses your prep on the skills & knowledge that will improve your Work Product submission score. Personalized Work Product Preparation Experience Unmatched Expertise Proven Track Record PLATINUM WORK PRODUCT COACHING (Work Product Coaching Workshops & Private, One-on-One Coaching) One-on-one coaching in addition to the Work Product Coaching Workshops Owl s Ledge CPLP Certification CPLPCOACH.COM : The CPLP Certification Experts Owl s Ledge Products and Services CPLPCOACH.COM AccidentalProjectManager.com ChangePractitionersToolkit.com The Accidental Project Manager Workshop: The Discipline of Project Management with the Art of Working with People Tools, techniques, traps, & takeaways for helping learning professionals facilitate organizational change and help people to be ready, willing & able to meet the challenges ahead.

8 Owl s Ledge Popular Programs and Presentations CPLP Boot Camp: The ASTD Competency Model & Professional Certification The CPLP Boot Camp provides an overview of the ASTD Certified Professional in Learning & Performance (CPLP) certification program and the ASTD Workplace Learning and Performance (WLP) Competency Model upon which the credential is based. Discover how and why certification and the competency model are relevant to your work and to the workplace learning & performance industry as a whole. Building the 21st Century Workforce through the ASTD Competency Model Who better to make ordinary people do extraordinary things than learning and performance professionals equipped with the tools necessary to build and support the 21st century workforce! By leveraging ASTD s Competency Model, any practitioner can help peers and leaders look beyond today and align to their organization s strategy. In this session, you ll learn how you can use this framework to start the crucial transformation--from reactive and tactical to responsive and strategic--as you reframe how you perceive (and are perceived) within the institutions you serve. You'll leave this session with tools to help you operationalize the ASTD Competency Model and a personal action plan to focus your first steps. Learning and Performance Professionals: Leading Transformational Change for the 21st Century Workforce Social ecologist Peter Drucker stated in a 2002 Harvard Business Review article, [Knowledge workers] have become the major creators of wealth and jobs. Increasingly, the success indeed the survival of every business will depend on the performance of its knowledge workforce. And since it is impossible, according to the laws of statistics, for an organization to hire more than a handful of better people the only way that it can excel in a knowledge-based economy and society is by getting more out of the same kind of people that is, by managing its knowledge workers for greater productivity. The challenge, to repeat an old saying, is to make ordinary people do extraordinary things. The Change Practitioner s Toolkit: Tools, Techniques, Traps, & Takeaways By itself, training often is not enough to improve individual or organizational effectiveness. After all, training is only an appropriate intervention when the performance gap is due to a lack of skills and/or knowledge. Solutions that affect real change and fully address business needs typically involve multiple interventions. Learning and performance professionals require basic skills to gauge and stage business readiness to support training sustainability. The speaker presents a step-by-step approach that allows you to start adding change management tools and techniques to your existing training toolkit. Call this new era what you like...the Global Knowledge Economy, the Conceptual Age...the way ahead is clear. Competitive advantage and the new value proposition lies in people (human capital) and the knowledge, skills, and experiences embodied by the workforce. In essence, learning professionals who can lead efforts in organizational transformation, globalization, innovation and strategic enablement.