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effective learning systems 
:: mike kunkle :: 
october 2014 
improve human performance and deliver business impact through training and more
Mike Kunkle 
Transform Sales Results with Effective Learning Systems 
2 
training is not 
delivering results
Mike Kunkle 
Transform Sales Results with Effective Learning Systems 
3 
training can have 
a massive impact
Mike Kunkle 
Transform Sales Results with Effective Learning Systems 
4 
goal: 
arm you to 
think differently 
about training 
to make a difference
current state of training 
Hope 
Reality 
agenda – current state 
5 
:: mike kunkle :: transforming business results ::
agenda – solution content design managers transfer coaching measures perf. mgt. 
integration alignment 
change 
the big three top-producer practices engaging line managers managing change. 
framework 
6 
:: mike kunkle :: transforming business results ::
current state
current state: training spend 
55.4 
training expenditures 2008-2013 
in $ billions 
39.9 
5.7 
source: http://www.trainingmag.com/sites/default/files//2013_Training_Industry_Report.pdf 
8 
:: mike kunkle :: transforming business results ::
current state: training spend 
source: http://www.trainingmag.com/sites/default/files//2013_Training_Industry_Report.pdf 
average training budgets by company size: large - $17.6mm midsize - $1.2mm small - $301k 
9 
:: mike kunkle :: transforming business results ::
current state: results 
training ATD (formerly ASTD): in 2012, half the respondents felt that 50% or less of training was relevant to their job McKinsey: 75% of training programs fail to contribute to the success of the business CEB: 50% of frontline managers believe shutting down the training department would have no impact on employee performance 
coaching Nightingale-Conant: 67% of managers aren’t coaching & 52% are “too busy” Objective Management Group: only 15% of managers spend 25% of their time coaching Sales Management Association: frontline sales managers spend only 26% of their time managing performance (setting expectations, monitoring, coaching and development) 
10 
:: mike kunkle :: transforming business results ::
solution 
overview
framework effective learning systems integration, alignment, change 
the big three 
solution: framework or the big three content design managers transfer coaching measures perf. mgt. 
integration alignment 
change 
12 
:: mike kunkle :: transforming business results ::
framework most common training focus 
solution: framework or the big three content design managers transfer coaching measures perf. mgt. 
integration alignment 
change 
13 
:: mike kunkle :: transforming business results ::
solution: framework content design managers transfer coaching measures perf. mgt. 
integration alignment 
change 
framework the difference 
14 
:: mike kunkle :: transforming business results ::
solution: framework content design managers transfer coaching measures perf. mgt. 
integration alignment 
change 
framework combined – very powerful it’s rare competitive differentiation 
“our people are our greatest asset!” 
15 
:: mike kunkle :: transforming business results ::
solution: framework 
but mike… (you ask)… “what if we don’t have the… time resources budget support?” 
16 
:: mike kunkle :: transforming business results ::
the big three content managers change 
solution: framework or the big three content design managers transfer coaching measures perf. mgt. 
integration alignment 
change 
17 
:: mike kunkle :: transforming business results ::
remember the current state? 
the ugly facts… 
this looks hard – why bother? 
18 
:: mike kunkle :: transforming business results ::
this works better 
some real results… $398MM YOY, $9.96MM profit increase, 400% roi increased sales results 600% over previous year while decreasing net operating expenses by 21% increased sales per rep by 47% in 9 months improved average profitability per rep by 11% in 4 months new-hire 4-month reps outperform 5-year employees increased sales per rep in the 90-day period post-training by 2.3 per month (revenue increase of $36.6mm in 12 months). 
this looks hard – why bother? 
19 
:: mike kunkle :: transforming business results ::
it impacts us all 
because… 
:: we all attend training 
:: some of us will send employees 
:: we have a fiscal responsibility (business sense) 
:: it’s ethical 
:: we believe that: 
-people are important assets… 
-and a competitive differentiation 
and why should we care? 
20 
:: mike kunkle :: transforming business results ::
solution: framework
content: top producer practices task analysis 
–what do they do? sequence? 
–why? 
–how do they do it? when? (where?) business process methods and practices performance levers* compare top & middle – differentiators continue | start | stop lists build content around replicable skills. 
* my performance lever methodology for later reading: http://slidesha.re/PerfLevers082011 
content 
solution: the right content 
priority focus 
22 
:: mike kunkle :: transforming business results ::
sound instructional design process, not events chunk, sequence, layer separate knowledge and skill elearning, virtual, classroom blends focus on honing skills performance support build in feedback and accountability. 
design 
solution: learning design 
23 
:: mike kunkle :: transforming business results :: 
basic instructional design for later reading: http://bit.ly/BasicISD
involve managers; improve skills get buy-in for employee training assess top manager performers day in the life studies & best practices gap analysis | differentiators continue | start | stop lists build content around replicable skills. 
managers 
solution: frontline manager engagement 
24 
:: mike kunkle :: transforming business results ::
get the training used on the job design transfer plans into learning process assess at various stages use performance support build social/community reinforcement consider mobile & gamification provide manager toolkits connect reps & managers before, during and after training. 
transfer 
solution: planned transfer 
25 
:: mike kunkle :: transforming business results ::
get managers coaching train mgrs. 1st on emp. programs & coaching mgrs. monitor progress through learning mgrs. attend class w/ emp. as an in-class coach mgrs. reinforce, train and coach, as taught develop very-specific coaching programs 
–diagnose: form hypothesis 
–dialogue + observe: confirm performance gaps 
–develop: solutions based on gap type 
–do: implement solutions to improve performance. 
coaching 
solution: coaching excellence 
26 
:: mike kunkle :: transforming business results ::
what gets measured gets done agree on lead and lag indicators and verifiable outcomes for both learning & performance report progress throughout training develop post-learning reporting establish regular cadence with manager/coaches do testing over time (retention checks) and skill usage surveys communicate success stories. 
measures 
solution: metrics & measures 
27 
:: mike kunkle :: transforming business results ::
set expectations & manage performance beyond manager support for learning, training & coaching establish a cadence of check-ins 
–review of activity plans, results, and dialogue / observation / coaching managers counsel and manage performance as needed, holding employees accountable senior leaders hold managers accountable. 
perf. mgt. 
solution: performance management 
28 
:: mike kunkle :: transforming business results ::
this is all really change management link training to business strategy ask for top-down support establish clear roles & responsibilities communicate change plans, rationales, goals, risks, metrics, and impact establish regular and open communication with leadership teams – share success stories find and address issues quickly. 
solution: integration, alignment, change 
integration alignment change 
29 
:: mike kunkle :: transforming business results ::
solution: 
the big three
the big three this is the minimalist approach not as impactful as the full framework much better than the current state if unable to implement a full-fledged learning system, start here 
31 
:: mike kunkle :: transforming business results ::
1.build content based on differentiating top-producer practices 
2.engage managers in content, training, coaching and performance management 
3.execute an aligned change plan with discipline 
the big three
1.build content based on differentiating top-producer practices 
2.engage managers in content, training, coaching and performance management 
3.execute an aligned change plan with discipline 
the big three
1.build content based on differentiating top-producer practices 
2.engage managers in content, training, coaching and performance management 
3.execute an aligned change plan with discipline 
the big three
what’s on your mind? 
? 
questions thoughts concerns ideas 
? 
? 
? 
? 
? 
? 
?
appendix 
effective learning systems 
:: mike kunkle :: 
:: transforming business results ::
about mike 
mike is a training and organization effectiveness leader with special expertise in sales force transformation. 
after his initial years on the frontline in sales and sales management, he spent the next 21 years as a corporate manager or consultant, leading departments and projects with one purpose – improve sales results. 
today, in his role as commercial training & development leader for GE Capital, mike uses his in expertise in best-in-class learning strategies, methods, processes, and change leadership to develop the capabilities of sales representatives and sales managers to drive business results. 
mike freely shares his own sales transformation methodology, speaking at conferences and writing online (see http://slidesha.re/PerfLevers082011 and http://bit.ly/EffectiveSalesLearningSystems as examples) and can be reached at <mike at mikekunkle dotcom>, through his blog at http://www.mikekunkle.com, or on various social media sites. 
–linkedin 
–twitter 
–google+ 
–slideshare 
let’s get connected! 
http://www.mikekunkle.com/about-me 
the thoughts and opinions expressed here are my own 
37 
:: mike kunkle :: transforming business results ::
performance lever presentation http://slidesha.re/PerfLevers082011 
training industry stats http://www.trainingmag.com/sites/default/files//2013_Training_Industry_Report.pdf 
more on effective learning systems http://www.mikekunkle.com/2014/07/30/stop-wasting-money-on-sales-training/ http://www.slideshare.net/MikeKunkle/sales-training-mission-impossible-or-mission-accomplished- 09062013-slide-share http://blogs.richardson.com/2013/07/03/using-tailored-post-program-sales-coaching-to-get-results- from-sales-training/ http://hrcouncil.ca/hr-toolkit/learning-implementing.cfm http://humanresources.about.com/od/trainingtransfer/fl/9-more-tips-for-training-transfer.htm (see “more tips” links at bottom of article) http://www.trainingindustry.com/media/16392137/training_s_role_in_implementation_of_strategic_ sales_initiatives_v5.pdf 
appendix: resources to explore 
38 
:: mike kunkle :: transforming business results ::

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effective learning systems mike kunkle - general

  • 1. effective learning systems :: mike kunkle :: october 2014 improve human performance and deliver business impact through training and more
  • 2. Mike Kunkle Transform Sales Results with Effective Learning Systems 2 training is not delivering results
  • 3. Mike Kunkle Transform Sales Results with Effective Learning Systems 3 training can have a massive impact
  • 4. Mike Kunkle Transform Sales Results with Effective Learning Systems 4 goal: arm you to think differently about training to make a difference
  • 5. current state of training Hope Reality agenda – current state 5 :: mike kunkle :: transforming business results ::
  • 6. agenda – solution content design managers transfer coaching measures perf. mgt. integration alignment change the big three top-producer practices engaging line managers managing change. framework 6 :: mike kunkle :: transforming business results ::
  • 8. current state: training spend 55.4 training expenditures 2008-2013 in $ billions 39.9 5.7 source: http://www.trainingmag.com/sites/default/files//2013_Training_Industry_Report.pdf 8 :: mike kunkle :: transforming business results ::
  • 9. current state: training spend source: http://www.trainingmag.com/sites/default/files//2013_Training_Industry_Report.pdf average training budgets by company size: large - $17.6mm midsize - $1.2mm small - $301k 9 :: mike kunkle :: transforming business results ::
  • 10. current state: results training ATD (formerly ASTD): in 2012, half the respondents felt that 50% or less of training was relevant to their job McKinsey: 75% of training programs fail to contribute to the success of the business CEB: 50% of frontline managers believe shutting down the training department would have no impact on employee performance coaching Nightingale-Conant: 67% of managers aren’t coaching & 52% are “too busy” Objective Management Group: only 15% of managers spend 25% of their time coaching Sales Management Association: frontline sales managers spend only 26% of their time managing performance (setting expectations, monitoring, coaching and development) 10 :: mike kunkle :: transforming business results ::
  • 12. framework effective learning systems integration, alignment, change the big three solution: framework or the big three content design managers transfer coaching measures perf. mgt. integration alignment change 12 :: mike kunkle :: transforming business results ::
  • 13. framework most common training focus solution: framework or the big three content design managers transfer coaching measures perf. mgt. integration alignment change 13 :: mike kunkle :: transforming business results ::
  • 14. solution: framework content design managers transfer coaching measures perf. mgt. integration alignment change framework the difference 14 :: mike kunkle :: transforming business results ::
  • 15. solution: framework content design managers transfer coaching measures perf. mgt. integration alignment change framework combined – very powerful it’s rare competitive differentiation “our people are our greatest asset!” 15 :: mike kunkle :: transforming business results ::
  • 16. solution: framework but mike… (you ask)… “what if we don’t have the… time resources budget support?” 16 :: mike kunkle :: transforming business results ::
  • 17. the big three content managers change solution: framework or the big three content design managers transfer coaching measures perf. mgt. integration alignment change 17 :: mike kunkle :: transforming business results ::
  • 18. remember the current state? the ugly facts… this looks hard – why bother? 18 :: mike kunkle :: transforming business results ::
  • 19. this works better some real results… $398MM YOY, $9.96MM profit increase, 400% roi increased sales results 600% over previous year while decreasing net operating expenses by 21% increased sales per rep by 47% in 9 months improved average profitability per rep by 11% in 4 months new-hire 4-month reps outperform 5-year employees increased sales per rep in the 90-day period post-training by 2.3 per month (revenue increase of $36.6mm in 12 months). this looks hard – why bother? 19 :: mike kunkle :: transforming business results ::
  • 20. it impacts us all because… :: we all attend training :: some of us will send employees :: we have a fiscal responsibility (business sense) :: it’s ethical :: we believe that: -people are important assets… -and a competitive differentiation and why should we care? 20 :: mike kunkle :: transforming business results ::
  • 22. content: top producer practices task analysis –what do they do? sequence? –why? –how do they do it? when? (where?) business process methods and practices performance levers* compare top & middle – differentiators continue | start | stop lists build content around replicable skills. * my performance lever methodology for later reading: http://slidesha.re/PerfLevers082011 content solution: the right content priority focus 22 :: mike kunkle :: transforming business results ::
  • 23. sound instructional design process, not events chunk, sequence, layer separate knowledge and skill elearning, virtual, classroom blends focus on honing skills performance support build in feedback and accountability. design solution: learning design 23 :: mike kunkle :: transforming business results :: basic instructional design for later reading: http://bit.ly/BasicISD
  • 24. involve managers; improve skills get buy-in for employee training assess top manager performers day in the life studies & best practices gap analysis | differentiators continue | start | stop lists build content around replicable skills. managers solution: frontline manager engagement 24 :: mike kunkle :: transforming business results ::
  • 25. get the training used on the job design transfer plans into learning process assess at various stages use performance support build social/community reinforcement consider mobile & gamification provide manager toolkits connect reps & managers before, during and after training. transfer solution: planned transfer 25 :: mike kunkle :: transforming business results ::
  • 26. get managers coaching train mgrs. 1st on emp. programs & coaching mgrs. monitor progress through learning mgrs. attend class w/ emp. as an in-class coach mgrs. reinforce, train and coach, as taught develop very-specific coaching programs –diagnose: form hypothesis –dialogue + observe: confirm performance gaps –develop: solutions based on gap type –do: implement solutions to improve performance. coaching solution: coaching excellence 26 :: mike kunkle :: transforming business results ::
  • 27. what gets measured gets done agree on lead and lag indicators and verifiable outcomes for both learning & performance report progress throughout training develop post-learning reporting establish regular cadence with manager/coaches do testing over time (retention checks) and skill usage surveys communicate success stories. measures solution: metrics & measures 27 :: mike kunkle :: transforming business results ::
  • 28. set expectations & manage performance beyond manager support for learning, training & coaching establish a cadence of check-ins –review of activity plans, results, and dialogue / observation / coaching managers counsel and manage performance as needed, holding employees accountable senior leaders hold managers accountable. perf. mgt. solution: performance management 28 :: mike kunkle :: transforming business results ::
  • 29. this is all really change management link training to business strategy ask for top-down support establish clear roles & responsibilities communicate change plans, rationales, goals, risks, metrics, and impact establish regular and open communication with leadership teams – share success stories find and address issues quickly. solution: integration, alignment, change integration alignment change 29 :: mike kunkle :: transforming business results ::
  • 31. the big three this is the minimalist approach not as impactful as the full framework much better than the current state if unable to implement a full-fledged learning system, start here 31 :: mike kunkle :: transforming business results ::
  • 32. 1.build content based on differentiating top-producer practices 2.engage managers in content, training, coaching and performance management 3.execute an aligned change plan with discipline the big three
  • 33. 1.build content based on differentiating top-producer practices 2.engage managers in content, training, coaching and performance management 3.execute an aligned change plan with discipline the big three
  • 34. 1.build content based on differentiating top-producer practices 2.engage managers in content, training, coaching and performance management 3.execute an aligned change plan with discipline the big three
  • 35. what’s on your mind? ? questions thoughts concerns ideas ? ? ? ? ? ? ?
  • 36. appendix effective learning systems :: mike kunkle :: :: transforming business results ::
  • 37. about mike mike is a training and organization effectiveness leader with special expertise in sales force transformation. after his initial years on the frontline in sales and sales management, he spent the next 21 years as a corporate manager or consultant, leading departments and projects with one purpose – improve sales results. today, in his role as commercial training & development leader for GE Capital, mike uses his in expertise in best-in-class learning strategies, methods, processes, and change leadership to develop the capabilities of sales representatives and sales managers to drive business results. mike freely shares his own sales transformation methodology, speaking at conferences and writing online (see http://slidesha.re/PerfLevers082011 and http://bit.ly/EffectiveSalesLearningSystems as examples) and can be reached at <mike at mikekunkle dotcom>, through his blog at http://www.mikekunkle.com, or on various social media sites. –linkedin –twitter –google+ –slideshare let’s get connected! http://www.mikekunkle.com/about-me the thoughts and opinions expressed here are my own 37 :: mike kunkle :: transforming business results ::
  • 38. performance lever presentation http://slidesha.re/PerfLevers082011 training industry stats http://www.trainingmag.com/sites/default/files//2013_Training_Industry_Report.pdf more on effective learning systems http://www.mikekunkle.com/2014/07/30/stop-wasting-money-on-sales-training/ http://www.slideshare.net/MikeKunkle/sales-training-mission-impossible-or-mission-accomplished- 09062013-slide-share http://blogs.richardson.com/2013/07/03/using-tailored-post-program-sales-coaching-to-get-results- from-sales-training/ http://hrcouncil.ca/hr-toolkit/learning-implementing.cfm http://humanresources.about.com/od/trainingtransfer/fl/9-more-tips-for-training-transfer.htm (see “more tips” links at bottom of article) http://www.trainingindustry.com/media/16392137/training_s_role_in_implementation_of_strategic_ sales_initiatives_v5.pdf appendix: resources to explore 38 :: mike kunkle :: transforming business results ::