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Successful Elearning in
4 STEPS
BY LINDSAY THOMSON | lynda.com
www.lynda.com/enterprise | enterprisesolutions@lynda.com
WHAT MAKES ELEARNING
SUCCESSFUL?
HOW CAN AN ORGANIZATION
ENSURE THAT SUCCESS?
Business leaders increasingly recognize that providing employee
training is critical to success. Companies worldwide use
instructional content available on demand to build elearning
programs that drive positive outcomes.
More than 40 percent of global Fortune 500 companies had
embraced elearning strategies in 2013 (Ibis Capital). That same
year, elearning was a $56.2 billion industry. This was expected
to more than double by the end of 2015 (Global Industry Analysts).
Tremendous benefits result from elearning—chief among them
improving employee performance and productivity, aligning
expertise with business objectives, and providing consistent and
scalable training to a dispersed workforce.
The Case for Elearning
THIS GUIDE DESCRIBES FOUR
STEPS ANY COMPANY CAN
TAKE TO GET THE MOST FROM
AN ELEARNING INVESTMENT.
Identify Needs p.03
Set Goals p.05
Decide How to p.07
Measure Success,
Track ROI
Secure Buy-In p.09
STEPS
01
03
02
04
SUCCESSFUL ELEARNING IN 4 STEPSSTEP NO O1 : IDENTIFY NEEDS
Identify Needs
A “one size fits all” approach to elearning is not sustainable. Each
department at your organization should consider its skill gaps
and document its training needs. For example, Human Resources
may need to improve new hire onboarding while IT needs to keep
engineers up to speed with the latest software. Understanding the
most critical pain points helps build a business case for elearning.
01
| 03
Working with department managers, take a few moments to answer these questions:
What are the
problems?
These could include a need
to increase performance
and productivity, encourage
innovation, create new
leaders, or improve
employee retention.
How big are the
problems?
Consider how many
employees are affected
in each department , to
what extent productivity
suffers, and which projects
are incomplete.
Could elearning
be a solution?
If the answer is no, ask
why. Is the department
unfamiliar with elearning?
Without buy-in, elearning
is less likely to succeed.
What are the
requirements?
These could include
integration with a learning
management system (LMS),
24/7 access, detailed
reporting. Look for
commonalities across teams
and departments.
| 04SUCCESSFUL ELEARNING IN 4 STEPSSTEP NO O1 : WORKING WITH DEPARTMENT MANAGERS
Set Goals
With needs identified, you and your team can start creating
a plan that exposes the value of elearning and set goals for
a future deployment.
02
| 05SUCCESSFUL ELEARNING IN 4 STEPSSTEP NO O2 : SET GOALS
To set goals, answer these questions.
Do department objectives
align with company goals?
example:
Management training in the IT
Department is needed as much as
it is company wide.
How can we reach our goals?
example:
With elearning, we can offer management
training anytime and anywhere—making
it easily accessible to all eligible employees,
who can learn at their own pace.
Do we need a short- or
long-term strategy?
example:
Several executives are expected
to retire in the next five years.
A long-term strategy would support
succession planning.
Why are these goals important?
example:
Management training would create
opportunities to promote employees,
which boosts staff retention and
reduces time spent on hiring and
onboarding.
| 06SUCCESSFUL ELEARNING IN 4 STEPSSTEP NO O2 : QUESTIONS TO SET GOALS
Decide How to Measure
Success, Track ROI
Measuring the effectiveness of elearning and tracking the return
on investment (ROI) is critical to confirming that goals are met.
Define metrics and key performance indicators (KPIs). Create
baselines and milestones. Effective elearning solutions offer
detailed reports that track usage, course completions, time spent
on the service, and more. Reports can help calculate ROI.
03
| 07SUCCESSFUL ELEARNING IN 4 STEPSSTEP NO O3 : DECIDE HOW TO MEASURE SUCCESS, TRACK ROI
To ensure success, plan on tracking three key metrics.
METRIC NO. 2:
Knowledge Acquisition
The goal is to confirm that learning
has occurred.
This measures knowledge, attitudes,
skills, or other attributes acquired.
To measure this, effective solutions
incorporate assessments that help
determine how much critical content
an employee learns.
METRIC NO. 3:
Behavior Change
The goal is to confirm changes in
performance and demonstrate positive ROI.
This measures use of new knowledge,
attitudes, and skills.
This is measured through observation,
performance benchmarks, project
analysis, and feedback from superiors or
subordinates. The easiest way to confirm
change is to document a deficiency before
and its reversal after training. Surveys are
great for documenting change.
METRIC NO. 1:
Employee Engagement
The goal is to evaluate whether training
is used. If not, why? The goal is not
determining the ultimate effectiveness
of training.
This measures interest and commitment,
and how often employees use online
training.
To measure this, effective solutions
provide reports that contain data on
user registrations, course progress and
completions, the frequency of logins,
and more.
| 08SUCCESSFUL ELEARNING IN 4 STEPSSTEP NO O3 : TRACKING THREE KEY METRICS
Secure Buy-In
When pitching the introduction or expansion of elearning to
decision makers, focus on the value exposed during the goal
setting described in Step No. 2. If possible, include ROI estimates.
To build a solid case, recruit an executive team or leader to sponsor
and support the project. Also, decide who will drive and manage
the project. For example, if IT has the primary need, it might make
sense for the vice president of technology to be the executive
sponsor. The IT director could be project manager.
04
SUCCESSFUL ELEARNING IN 4 STEPS | 09STEP NO O4 : SECURE BUY-IN
1 2
3 4
5 6
7 8
To secure buy-in, be prepared to answer these questions.
What’s the
problem?
Include the challenges identified
in Step No. 1. Describe skill gaps.
What’s the
proposed
solution?
Concisely present your objectives
and the proposed solution
including goals, expectations, and
measurements of success.
Can it benefit
multiple
departments?
The larger the reach of the
service, the bigger the ROI.
What
processes
would be
impacted?
Describe processes that may
need to change as well as any
new responsibilities created.
Consider all departments.
What are
the
requirements?
List all resources needed,
including software and
technologies.
What’s
the risk of
using an
alternative?
Determine whether doing
something else—or nothing at
all—would reinforce the status
quo, reduce productivity, increase
employee turnover, or bring other
negative effects.
How will
success be
measured?
Be able to describe the metrics
and key performance indicators
(KPIs) you’ve identified. Be familiar
with reporting options
What is the
implementation
plan?
Describe an actionable plan that
includes desired results, target
dates, and major milestones.
SUCCESSFUL ELEARNING IN 4 STEPS | 10STEP NO O4 : QEUSTIONS TO SECURE BUY-IN
If your implementation target is three months away, major milestones could include:
SUCCESSFUL ELEARNING IN 4 STEPS
WEEK 01 WEEK 02 WEEK 08WEEK 07 WEEK 12WEEKS 03 – 06 WEEKS 09 – 11
Identify your
needs and
secure internal
buy-in.
Conduct research to find the right
elearning vendor. Consider:
• Content quality, relevance, and shelf life
• Instructor authenticity
• End user authentication options
• Reporting features
• Integration options, including LMS
compatibility
• Cost
Begin
implementation
including technical
analysis and
configuration.
Begin
measuring
success.
Obtain stakeholder
approval, identify
sponsors.
Choose an
elearning
provider.
Start rollout by
promoting
to employees.
| 11STEP NO O4 : THREE-MONTH IMPLEMENTATION MILESTONES
Some organizations plunge into elearning without a strategy.
This guide can help you and your team create a successful
elearning program. For further encouragement, compare
courses in the lynda.com online training library with the
learning needs of your organization. Talk to executives about
the value of online learning, and discuss specific use cases.
Check out a sample email you can use to communicate the
effectiveness of elearning to colleagues and executives.
Conclusion
SUCCESSFUL ELEARNING IN 4 STEPSCONCLUSION | 12
Department Challenge / Skills Gap lynda.com Playlist
Creative
Need quick tips about design software to speed
up project delivery
Use Adobe Illustrator >>
Human Resources Need consistent training for onboarding new hires Develop Executive Leadership >>
Learning & Development
Need to provide management training and staff
with professional development opportunities
Developing Others >>
Instructional Design
Need tools and skills to create effective elearning
programs.
Instructional Design:
Learning Design Skills >>
Finance
Need to enhance data analysis by mastering
Microsoft®
Excel®
Analyze Data in Excel >>
Information Technology
Need training on migrating to
Microsoft®
SharePoint®
Server 2013
Become a SharePoint
2013 Expert >>
Marketing
Need to understand the fundamentals of web analytics
using Google Analytics™ and Adobe®
Analytics
Learn Web Analytics >>
(click title links to view playlist)
SUCCESSFUL ELEARNING IN 4 STEPS
Explore a list of departments, examples of skill gaps, and a selection of lynda.com instructional
playlists that can help fill those gaps. Because lynda.com provides thousands of courses, this is not a full list.
| 13SUCCESSFUL ELEARNING IN 4 STEPSEXAMPLES
SUCCESSFUL ELEARNING IN 4 STEPS | 14ABOUT THE AUTHOR
About the AuthorLindsay Thomson is a marketing specialist at lynda.com focused
on providing enterprise learning solutions to academic institutions,
businesses, and government agencies. Working in the elearning
industry allows Lindsay to share her passion for helping
organizations build effective elearning programs that promote
lifelong learning.
About lynda.com
WEBSITE:
www.lynda.com/enterprise
EMAIL:
enterprisesolutions@lynda.com
REQUEST A DEMO:
www.lynda.com/request-demo
A leader in online learning, lynda.com helps anyone in any
organization learn software, creative, and business skills to achieve
personal, academic, or professional goals. With a lynda.com
subscription, users get unlimited access to a vast online library of
high-quality, current, and engaging video tutorials. Users of any
skill level have the ability to watch bite-size segments for immediate
problem solving or take comprehensive courses from start to
finish—at work, school, home, or on the go. New courses and topics
are added every week at no extra cost. We carefully select the
world’s top subject-matter experts. They are passionate, and they
know how to teach.
© 2015 lynda.com. All rights reserved. The lynda.com logo is a registered trademark of lynda.com. All other trademarks are the property of their respective owners.

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Successful e-learning in 4 steps guide by Lindsay Thomson

  • 1. Successful Elearning in 4 STEPS BY LINDSAY THOMSON | lynda.com www.lynda.com/enterprise | enterprisesolutions@lynda.com
  • 2. WHAT MAKES ELEARNING SUCCESSFUL? HOW CAN AN ORGANIZATION ENSURE THAT SUCCESS? Business leaders increasingly recognize that providing employee training is critical to success. Companies worldwide use instructional content available on demand to build elearning programs that drive positive outcomes. More than 40 percent of global Fortune 500 companies had embraced elearning strategies in 2013 (Ibis Capital). That same year, elearning was a $56.2 billion industry. This was expected to more than double by the end of 2015 (Global Industry Analysts). Tremendous benefits result from elearning—chief among them improving employee performance and productivity, aligning expertise with business objectives, and providing consistent and scalable training to a dispersed workforce. The Case for Elearning
  • 3. THIS GUIDE DESCRIBES FOUR STEPS ANY COMPANY CAN TAKE TO GET THE MOST FROM AN ELEARNING INVESTMENT. Identify Needs p.03 Set Goals p.05 Decide How to p.07 Measure Success, Track ROI Secure Buy-In p.09 STEPS 01 03 02 04
  • 4. SUCCESSFUL ELEARNING IN 4 STEPSSTEP NO O1 : IDENTIFY NEEDS Identify Needs A “one size fits all” approach to elearning is not sustainable. Each department at your organization should consider its skill gaps and document its training needs. For example, Human Resources may need to improve new hire onboarding while IT needs to keep engineers up to speed with the latest software. Understanding the most critical pain points helps build a business case for elearning. 01 | 03
  • 5. Working with department managers, take a few moments to answer these questions: What are the problems? These could include a need to increase performance and productivity, encourage innovation, create new leaders, or improve employee retention. How big are the problems? Consider how many employees are affected in each department , to what extent productivity suffers, and which projects are incomplete. Could elearning be a solution? If the answer is no, ask why. Is the department unfamiliar with elearning? Without buy-in, elearning is less likely to succeed. What are the requirements? These could include integration with a learning management system (LMS), 24/7 access, detailed reporting. Look for commonalities across teams and departments. | 04SUCCESSFUL ELEARNING IN 4 STEPSSTEP NO O1 : WORKING WITH DEPARTMENT MANAGERS
  • 6. Set Goals With needs identified, you and your team can start creating a plan that exposes the value of elearning and set goals for a future deployment. 02 | 05SUCCESSFUL ELEARNING IN 4 STEPSSTEP NO O2 : SET GOALS
  • 7. To set goals, answer these questions. Do department objectives align with company goals? example: Management training in the IT Department is needed as much as it is company wide. How can we reach our goals? example: With elearning, we can offer management training anytime and anywhere—making it easily accessible to all eligible employees, who can learn at their own pace. Do we need a short- or long-term strategy? example: Several executives are expected to retire in the next five years. A long-term strategy would support succession planning. Why are these goals important? example: Management training would create opportunities to promote employees, which boosts staff retention and reduces time spent on hiring and onboarding. | 06SUCCESSFUL ELEARNING IN 4 STEPSSTEP NO O2 : QUESTIONS TO SET GOALS
  • 8. Decide How to Measure Success, Track ROI Measuring the effectiveness of elearning and tracking the return on investment (ROI) is critical to confirming that goals are met. Define metrics and key performance indicators (KPIs). Create baselines and milestones. Effective elearning solutions offer detailed reports that track usage, course completions, time spent on the service, and more. Reports can help calculate ROI. 03 | 07SUCCESSFUL ELEARNING IN 4 STEPSSTEP NO O3 : DECIDE HOW TO MEASURE SUCCESS, TRACK ROI
  • 9. To ensure success, plan on tracking three key metrics. METRIC NO. 2: Knowledge Acquisition The goal is to confirm that learning has occurred. This measures knowledge, attitudes, skills, or other attributes acquired. To measure this, effective solutions incorporate assessments that help determine how much critical content an employee learns. METRIC NO. 3: Behavior Change The goal is to confirm changes in performance and demonstrate positive ROI. This measures use of new knowledge, attitudes, and skills. This is measured through observation, performance benchmarks, project analysis, and feedback from superiors or subordinates. The easiest way to confirm change is to document a deficiency before and its reversal after training. Surveys are great for documenting change. METRIC NO. 1: Employee Engagement The goal is to evaluate whether training is used. If not, why? The goal is not determining the ultimate effectiveness of training. This measures interest and commitment, and how often employees use online training. To measure this, effective solutions provide reports that contain data on user registrations, course progress and completions, the frequency of logins, and more. | 08SUCCESSFUL ELEARNING IN 4 STEPSSTEP NO O3 : TRACKING THREE KEY METRICS
  • 10. Secure Buy-In When pitching the introduction or expansion of elearning to decision makers, focus on the value exposed during the goal setting described in Step No. 2. If possible, include ROI estimates. To build a solid case, recruit an executive team or leader to sponsor and support the project. Also, decide who will drive and manage the project. For example, if IT has the primary need, it might make sense for the vice president of technology to be the executive sponsor. The IT director could be project manager. 04 SUCCESSFUL ELEARNING IN 4 STEPS | 09STEP NO O4 : SECURE BUY-IN
  • 11. 1 2 3 4 5 6 7 8 To secure buy-in, be prepared to answer these questions. What’s the problem? Include the challenges identified in Step No. 1. Describe skill gaps. What’s the proposed solution? Concisely present your objectives and the proposed solution including goals, expectations, and measurements of success. Can it benefit multiple departments? The larger the reach of the service, the bigger the ROI. What processes would be impacted? Describe processes that may need to change as well as any new responsibilities created. Consider all departments. What are the requirements? List all resources needed, including software and technologies. What’s the risk of using an alternative? Determine whether doing something else—or nothing at all—would reinforce the status quo, reduce productivity, increase employee turnover, or bring other negative effects. How will success be measured? Be able to describe the metrics and key performance indicators (KPIs) you’ve identified. Be familiar with reporting options What is the implementation plan? Describe an actionable plan that includes desired results, target dates, and major milestones. SUCCESSFUL ELEARNING IN 4 STEPS | 10STEP NO O4 : QEUSTIONS TO SECURE BUY-IN
  • 12. If your implementation target is three months away, major milestones could include: SUCCESSFUL ELEARNING IN 4 STEPS WEEK 01 WEEK 02 WEEK 08WEEK 07 WEEK 12WEEKS 03 – 06 WEEKS 09 – 11 Identify your needs and secure internal buy-in. Conduct research to find the right elearning vendor. Consider: • Content quality, relevance, and shelf life • Instructor authenticity • End user authentication options • Reporting features • Integration options, including LMS compatibility • Cost Begin implementation including technical analysis and configuration. Begin measuring success. Obtain stakeholder approval, identify sponsors. Choose an elearning provider. Start rollout by promoting to employees. | 11STEP NO O4 : THREE-MONTH IMPLEMENTATION MILESTONES
  • 13. Some organizations plunge into elearning without a strategy. This guide can help you and your team create a successful elearning program. For further encouragement, compare courses in the lynda.com online training library with the learning needs of your organization. Talk to executives about the value of online learning, and discuss specific use cases. Check out a sample email you can use to communicate the effectiveness of elearning to colleagues and executives. Conclusion SUCCESSFUL ELEARNING IN 4 STEPSCONCLUSION | 12
  • 14. Department Challenge / Skills Gap lynda.com Playlist Creative Need quick tips about design software to speed up project delivery Use Adobe Illustrator >> Human Resources Need consistent training for onboarding new hires Develop Executive Leadership >> Learning & Development Need to provide management training and staff with professional development opportunities Developing Others >> Instructional Design Need tools and skills to create effective elearning programs. Instructional Design: Learning Design Skills >> Finance Need to enhance data analysis by mastering Microsoft® Excel® Analyze Data in Excel >> Information Technology Need training on migrating to Microsoft® SharePoint® Server 2013 Become a SharePoint 2013 Expert >> Marketing Need to understand the fundamentals of web analytics using Google Analytics™ and Adobe® Analytics Learn Web Analytics >> (click title links to view playlist) SUCCESSFUL ELEARNING IN 4 STEPS Explore a list of departments, examples of skill gaps, and a selection of lynda.com instructional playlists that can help fill those gaps. Because lynda.com provides thousands of courses, this is not a full list. | 13SUCCESSFUL ELEARNING IN 4 STEPSEXAMPLES
  • 15. SUCCESSFUL ELEARNING IN 4 STEPS | 14ABOUT THE AUTHOR About the AuthorLindsay Thomson is a marketing specialist at lynda.com focused on providing enterprise learning solutions to academic institutions, businesses, and government agencies. Working in the elearning industry allows Lindsay to share her passion for helping organizations build effective elearning programs that promote lifelong learning.
  • 16. About lynda.com WEBSITE: www.lynda.com/enterprise EMAIL: enterprisesolutions@lynda.com REQUEST A DEMO: www.lynda.com/request-demo A leader in online learning, lynda.com helps anyone in any organization learn software, creative, and business skills to achieve personal, academic, or professional goals. With a lynda.com subscription, users get unlimited access to a vast online library of high-quality, current, and engaging video tutorials. Users of any skill level have the ability to watch bite-size segments for immediate problem solving or take comprehensive courses from start to finish—at work, school, home, or on the go. New courses and topics are added every week at no extra cost. We carefully select the world’s top subject-matter experts. They are passionate, and they know how to teach. © 2015 lynda.com. All rights reserved. The lynda.com logo is a registered trademark of lynda.com. All other trademarks are the property of their respective owners.