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The Art of Getting Buy-in
from the Boss
Andy Webb (Presenter)
Applied, Director of Training
awebb@applied.com
www.scoop.it/u/andy-webb
Mike Rustici (Facilitator)
Watershed, Founder & CEO
mike.rustici@watershedlrs.com
@mikerustici
#getbuyin
Andy Webb, Director of Training
The Art of Getting Buy-In from the
Boss
Objectives
Discuss a LRS case-study
Explore how LRS is evolving the role of
learning professionals and leadership
buy in adoption to data contribution
Utilize a practical model to
understand needs and motivations of
leadership
Prepare you to better engage
leadership throughout an LRS
initiative
• $81M Investment
• Redefined the business
• What did we get?
= Data
Critical Business Metrics
Learning Results on KPIs
LMS vs. LRS
Getting past compliance
to partnership
Align learning data
with KPIs of leadership
How does learning impact KPIs
post-training?
Show comprehension/application
100
90
80
70
60
50
40
30
20
10
10																20																	30																	40																	50													60														70											80				 90											100
B
High	Comprehension,	
Low	Application
A
High	Comprehension,	
High	Application
D
Low	Comprehension,	
Low	Application
C
Low	Comprehension,	
High	Application
Comprehension
Application
I I I I I I I I
IIIIIIIII
I
A	Group
Should	be	running	profitable	
locations.	
A+	group	=	best	in	class
B	Group
Grasps	financial	concepts,	but	
training	and	coaching	needed	
on	application	of	SOW.	
C	Group
Good	practices,	but	may	
struggle	with	financial	impacts	
of	COGS	and	Ops	expenses.	
Review	P&L	statement	
concepts	with	manager.
D	Group
Needs	the	most	help.	
Evaluate.	Review	webinars,	
coach	on	concepts	and	
technique.	Watch	for	
improvement	trends.
Basic	Business	Finance	Rubric
A+
Mastery
I
I
Comprehension vs. Application
Selling a LRS Solution
• Legitimize learning data to leadership
• Gather business critical KPIs
o Define what metrics are most important?
o Pain points or challenges for leadership?
o Company initiatives?
o What motivates my boss?
• Conceptualize the future
• Connect learning to KPIs
• Justify the expense
• Build it
• Gain Adoption
Prioritize the KPIs
Inventory P&LFreight Pricing A/RRebates T-Codes
Sales Pyramid
Learning Focused on KPIs
Inventory Post Test
Competencies & xAPI - Inventory
Intended results: Decrease slow moving and inactive as a % of total inventory
Secondary Results: decrease write downs and cycle postings, increase in accuracy%
Assessment Questions: II (2, 3, 4, 5, 8, 9) III (3, 10)
Data Sources (application results):
Total Inventory $ (295 Inventory total)
Inventory Turns (295 Inventory total #)
Inventory Carrying Charge $ (295 Inventory total)
Other potential data sources:
cycle count error rates, write downs, monthly cycle count review
Visualizations:
Inventory comprehension vs. Inventory performance
(2x2 where Inventory Performance = Carrying charges as a % of inventory)
12 month Trend Line: Inventory $/ Inventory Turns / Inventory Carrying Charges
Heat Maps
Competency Maps
Learner Competency vs. Performance
Learning Results on KPIs
LRS Leadership
Adoption
ERP HRIS
CMS
LMS
CRM
BI
KPIs
LRS and Data Warehouse diagram
SAP
Success	Factors	
LMS
SCORM	Cloud
Knoa BISQL	DB
Repo
LRS	(Watershed)
Reports/Cards/Dashboards
Python/JSON
Dispatch Python/JSON
ODBC/XML
ETL	from	DB2
Automated-BIRT
SAP
Knoa
Success	Factors	
LMS
LRS	(Watershed)
Reports/Cards/Dashboards
SCORM	Cloud
BISQL	DB
Repo
Python/JSON
Dispatch Python/JSON
ODBC/XML
ETL	from	DB2
Automated-BIRT
Andy Webb, Director of Training
awebb@applied.com
www.scoop.it/u/andy-webb © 2017, Applied Industrial Technologies
The Art of Getting Buy-In from the
Boss
Questions?
Andy Webb (Presenter)
Applied, Director of Training
awebb@applied.com
www.scoop.it/u/andy-webb
Mike Rustici (Facilitator)
Watershed, Founder & CEO
mike.rustici@watershedlrs.com
@mikerustici
#getbuyin

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The Art of Getting Buy-In from the Boss

  • 1. The Art of Getting Buy-in from the Boss Andy Webb (Presenter) Applied, Director of Training awebb@applied.com www.scoop.it/u/andy-webb Mike Rustici (Facilitator) Watershed, Founder & CEO mike.rustici@watershedlrs.com @mikerustici #getbuyin
  • 2. Andy Webb, Director of Training The Art of Getting Buy-In from the Boss
  • 3. Objectives Discuss a LRS case-study Explore how LRS is evolving the role of learning professionals and leadership buy in adoption to data contribution Utilize a practical model to understand needs and motivations of leadership Prepare you to better engage leadership throughout an LRS initiative
  • 4.
  • 5. • $81M Investment • Redefined the business • What did we get? = Data
  • 8. LMS vs. LRS Getting past compliance to partnership Align learning data with KPIs of leadership How does learning impact KPIs post-training? Show comprehension/application
  • 9. 100 90 80 70 60 50 40 30 20 10 10 20 30 40 50 60 70 80 90 100 B High Comprehension, Low Application A High Comprehension, High Application D Low Comprehension, Low Application C Low Comprehension, High Application Comprehension Application I I I I I I I I IIIIIIIII I A Group Should be running profitable locations. A+ group = best in class B Group Grasps financial concepts, but training and coaching needed on application of SOW. C Group Good practices, but may struggle with financial impacts of COGS and Ops expenses. Review P&L statement concepts with manager. D Group Needs the most help. Evaluate. Review webinars, coach on concepts and technique. Watch for improvement trends. Basic Business Finance Rubric A+ Mastery I I Comprehension vs. Application
  • 10. Selling a LRS Solution • Legitimize learning data to leadership • Gather business critical KPIs o Define what metrics are most important? o Pain points or challenges for leadership? o Company initiatives? o What motivates my boss? • Conceptualize the future • Connect learning to KPIs • Justify the expense • Build it • Gain Adoption
  • 11. Prioritize the KPIs Inventory P&LFreight Pricing A/RRebates T-Codes
  • 15. Competencies & xAPI - Inventory Intended results: Decrease slow moving and inactive as a % of total inventory Secondary Results: decrease write downs and cycle postings, increase in accuracy% Assessment Questions: II (2, 3, 4, 5, 8, 9) III (3, 10) Data Sources (application results): Total Inventory $ (295 Inventory total) Inventory Turns (295 Inventory total #) Inventory Carrying Charge $ (295 Inventory total) Other potential data sources: cycle count error rates, write downs, monthly cycle count review Visualizations: Inventory comprehension vs. Inventory performance (2x2 where Inventory Performance = Carrying charges as a % of inventory) 12 month Trend Line: Inventory $/ Inventory Turns / Inventory Carrying Charges
  • 17.
  • 19. Learner Competency vs. Performance
  • 22. LRS and Data Warehouse diagram SAP Success Factors LMS SCORM Cloud Knoa BISQL DB Repo LRS (Watershed) Reports/Cards/Dashboards Python/JSON Dispatch Python/JSON ODBC/XML ETL from DB2 Automated-BIRT SAP Knoa Success Factors LMS LRS (Watershed) Reports/Cards/Dashboards SCORM Cloud BISQL DB Repo Python/JSON Dispatch Python/JSON ODBC/XML ETL from DB2 Automated-BIRT
  • 23. Andy Webb, Director of Training awebb@applied.com www.scoop.it/u/andy-webb © 2017, Applied Industrial Technologies The Art of Getting Buy-In from the Boss
  • 24. Questions? Andy Webb (Presenter) Applied, Director of Training awebb@applied.com www.scoop.it/u/andy-webb Mike Rustici (Facilitator) Watershed, Founder & CEO mike.rustici@watershedlrs.com @mikerustici #getbuyin