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Beyond Competencies:
Crafting Program Objectives with the Four C’s




Sean Kennedy
Senior Strategic Relationship Manager
Harvard Business Publishing
Corporate Learning
THE PROBLEM WITH COMPETENCIES


Most organizations use competencies to broadly frame
development
  – They provide consistency across roles and levels
  – They link to performance appraisal and career paths
  – They are a good internal tool for HR and learning
     professionals

But competencies aren’t enough to drive good design at
the program level
   – They’re intentionally broad
   – They’re just like everyone else’s
   – And your learners probably don’t care about them

We need to get much more specific
  – Clear connection to organizational strategy
  – Specific learning and behavioral objectives
  – Accounting for the organizational environment


 © 2013 Harvard Business School Publishing. Harvard Business Publishing is an affiliate of Harvard Business School. All rights reserved.   2
CRAFTING OBJECTIVES WITH THE FOUR C’S

To execute our strategy, how do we need this group of leaders to change?


       Context                                      Capability                                    Connection                                     Culture

• What do we need                           • What do we need                               • With whom do we                               • What
  them to think                               them to do                                      need them to                                    organizational
  about differently?                          differently?                                    work differently?                               norms do we need
                                                                                                                                              to foster?
 • Industry                                    • Specific actions                              • Employees
 • Company                                     • Start/stop                                    • Senior leaders                              • Common practices
 • Customers                                   • Perform more                                  • Peers                                       • Common language
 • Market                                        effectively                                   • Other functions                             • Values
 • Themselves                                  • Prioritization/time                           • Customers                                   • Traditions
                                                 allocation
                                                                                               • External partners




  © 2013 Harvard Business School Publishing. Harvard Business Publishing is an affiliate of Harvard Business School. All rights reserved.                         3
DRILLING DOWN

                                                                                                                                            Crafting Program Objectives with the Four C’s

                                                                                                                                        Worksheet for Clarifying an Objective
 Describe Current and Future States                                                                  Only a detailed understanding of program objectives will enable effective evaluation of design alternatives. Use this

  – Specific and observable
                                                                                                      worksheet to focus each program objective by drilling down on key elements.

                                                                                                      Program Name

  – What must be unlearned?                                                                           Objective Name
                                                                                                                  Circle One             Context                         Capability                      Connection              Culture

                                                                                                      Objective Summary:


 Clarify Interests
  – Organizational goals
                                                                                                      Objective Drill-down
                                                                                                      Describe the current state as well as the desired state for the objective. Be sure to reflect the reasons for both the status quo and the
                                                                                                      rationale for change. This will help you identify potential environmental barriers, behaviors to be un-learned, and
                                                                                                      learner/organizational motivations.

  – Learner motivation                                                                                From what?                                                               To what?




 Identify Barriers
  – Competing commitments                                                                             Why is it this way?                                                      Why change?



  – Incentive and resources

 Plan for Metrics                                                                                    Measurement Considerations
                                                                                                      Capturing measurement ideas early in the process will inform metrics scorecards and ensure that you develop a clear idea of what
                                                                                                      success looks like.

  – Clarify impact expectations                                                                       How will we know learners are changing?                                  What organizational impacts will we see?



  – Design for behavior change

                                                                                                      What time horizons are involved?




                                                                                                                                                   © 2013 Harvard Business Publishing. All rights reserved.




© 2013 Harvard Business School Publishing. Harvard Business Publishing is an affiliate of Harvard Business School. All rights reserved.                                                                                                           4
THANK YOU


For more information please feel free to contact:
skennedy@harvardbusiness.org




© 2010 Harvard Business School Publishing. Harvard Business Publishing is an affiliate of Harvard Business School. All rights reserved.   5

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Crafting Program Objectives with the Four C's

  • 1. Beyond Competencies: Crafting Program Objectives with the Four C’s Sean Kennedy Senior Strategic Relationship Manager Harvard Business Publishing Corporate Learning
  • 2. THE PROBLEM WITH COMPETENCIES Most organizations use competencies to broadly frame development – They provide consistency across roles and levels – They link to performance appraisal and career paths – They are a good internal tool for HR and learning professionals But competencies aren’t enough to drive good design at the program level – They’re intentionally broad – They’re just like everyone else’s – And your learners probably don’t care about them We need to get much more specific – Clear connection to organizational strategy – Specific learning and behavioral objectives – Accounting for the organizational environment © 2013 Harvard Business School Publishing. Harvard Business Publishing is an affiliate of Harvard Business School. All rights reserved. 2
  • 3. CRAFTING OBJECTIVES WITH THE FOUR C’S To execute our strategy, how do we need this group of leaders to change? Context Capability Connection Culture • What do we need • What do we need • With whom do we • What them to think them to do need them to organizational about differently? differently? work differently? norms do we need to foster? • Industry • Specific actions • Employees • Company • Start/stop • Senior leaders • Common practices • Customers • Perform more • Peers • Common language • Market effectively • Other functions • Values • Themselves • Prioritization/time • Customers • Traditions allocation • External partners © 2013 Harvard Business School Publishing. Harvard Business Publishing is an affiliate of Harvard Business School. All rights reserved. 3
  • 4. DRILLING DOWN Crafting Program Objectives with the Four C’s Worksheet for Clarifying an Objective  Describe Current and Future States Only a detailed understanding of program objectives will enable effective evaluation of design alternatives. Use this – Specific and observable worksheet to focus each program objective by drilling down on key elements. Program Name – What must be unlearned? Objective Name Circle One Context Capability Connection Culture Objective Summary:  Clarify Interests – Organizational goals Objective Drill-down Describe the current state as well as the desired state for the objective. Be sure to reflect the reasons for both the status quo and the rationale for change. This will help you identify potential environmental barriers, behaviors to be un-learned, and learner/organizational motivations. – Learner motivation From what? To what?  Identify Barriers – Competing commitments Why is it this way? Why change? – Incentive and resources  Plan for Metrics Measurement Considerations Capturing measurement ideas early in the process will inform metrics scorecards and ensure that you develop a clear idea of what success looks like. – Clarify impact expectations How will we know learners are changing? What organizational impacts will we see? – Design for behavior change What time horizons are involved? © 2013 Harvard Business Publishing. All rights reserved. © 2013 Harvard Business School Publishing. Harvard Business Publishing is an affiliate of Harvard Business School. All rights reserved. 4
  • 5. THANK YOU For more information please feel free to contact: skennedy@harvardbusiness.org © 2010 Harvard Business School Publishing. Harvard Business Publishing is an affiliate of Harvard Business School. All rights reserved. 5