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Why is training the first to go?

Keep CalmI often hear learning professionals bemoan the fact that the learning function “gets no respect.” More specifically, when times are tough, I often hear that “learning is the first budget to be cut.” It is seen as nice to have, not essential.

How could this be? In a complex and rapidly changing world, don’t we need to staff our companies with people who can think on their feet, process data quickly and accurately, and make good decisions?

$170M Savings

We saw a striking example of the impact of a well-designed learning process in our work with the claim organization within a Fortune 200 property and casualty insurance company. The problem was that claim adjusters were not documenting medical disability claims using objective, specific language to justify their decisions. Insurance companies measure the potential losses from such things by doing random audits of files to determine how many cases they would lose if they were taken to trial – a statistic called Loss Improvement Opportunity or LIO. In this case, the LIO was three hundred million dollars ($300M) – five times industry average. An expensive custom eLearning program had been put into place, but it didn’t solve the problem.

Our solution was a two-week learning process that taught the concepts related to medical disability management via eLearning. Then, using web meetings plus discussion forums, we introduced a sequenced case study. Next, learners were given a sample file, and asked to post questions they would ask of the medical specialist in private forums seen only by them and the instructor. Instructors role-played medical specialists in a web meeting to answer these questions. Learners then documented the file (which had no “right answer”) using the SMART principles they had been taught. Senior adjusters served as coaches and gave detailed feedback on the cases, then another web meeting was held to discuss key learnings. The process was repeated with a second file and – if required for certain learners – a third.

Six hundred claim adjusters were trained using 12 senior claim adjusters as coaches over a six week period. Within two years, the loss improvement opportunity dropped from $300M to $130M – a $170M savings.

A 10x Increase in Speed to Proficiency

We saw a second example of the impact of a well-designed social learning process in our work with the underwriting organization of the same company.

The company had a problem. Each year, they recruited 20-30 college seniors to be underwriters and sent them for eight weeks of training at headquarters over the summer. Then they would send them to various field offices across the US. When they were sent into the field, all too often they would systematically unlearn the new techniques and best practices taught in headquarters. Senior underwriters in the branch – often in supervisory positions – would tell the newcomers about the “real world” and “how things are really done.” New ways of using information technology to research customers and other techniques taught in class were discouraged by old timers.

First, we created an online community for the recruits. Prior to hire, from January through June, the trainees interacted with an underwriting VP as well as program alumni. In the coffee shop they discussed the favorite sports teams and where to jog when they came for training; in other rooms they were able to ask alumni questions about the underwriting profession. After the summer training, when they got to the field, the community center re-opened and trainees were assigned to participate in it for four hours a week for eight months. Underwriting techniques were reinforced with stretch assignments and successes shared in round-tables. Coaching rooms allowed them a private place to ask questions and receive feedback from their mentors and buddies – graduates of last year’s program. Bi-weekly conference calls provided other round table opportunities, and notes were posted in the community center

I asked the CLO why he was continuing this program for the sixth consecutive year of underwriter training. “We like it,” was his response.

“What could we tell our other clients?” we asked. “Tell them all we like it,” he replied.

“Could you put a number to ‘we like it?’” we inquired. “Forty million dollars. That’s how much each of these underwriters was underwriting after eight months in this program,” he explained.

“Was that compared to – say – $39 million otherwise?” we wondered. “No,” he replied. “This happens to be the amount underwriters with nine years of experience in our company write, on average. And we’re getting it after eight months – over ten times faster than with our old methods.

What would you give to be able to tell that story to your CFO?

Key Take Aways

As you can imagine, these programs were not the first to go when budgets were tight. Why? Let’s look at a few key factors.

  1. The learning programs were aligned with the business. In the first situation, each year the VP of Claims had to explain why their losses were five times the industry average. Solving this problem was a key priority for him, and the learning organization helped him do it.
  2. The results were business results. In neither of these cases did the Chief Learning Officer (CLO) report on how many people liked the programs. In fact, in the claims training, pretty much everyone hated it (except the CFO). The results were expressed in terms that were meaningful to corporate executives – cost containment and revenue increases.
  3. Program goals focused on job proficiency. The programs did not focus on compliance. The programs did not simply make people aware of concepts and processes. The programs required that learners demonstrate the skills they were to use on the job.
  4. Learning was a process that took the time that it took. In the first case, the program was a two-week process. In the second, it was an eight-month process. In both cases, however, the calendar and seat time was what was required to produce the required results.
  5. The programs were social. In the claim program, most of the social interaction was in the form of focused feedback from coaches. In the underwriting program, most interaction was in the form of being able to ask mentors and other learners how to handle various situations.

Are we our own worst enemies?

In the scores of companies – large and small – that I have worked with, I have observed that training programs like the ones above are the exception rather than the norm. Instead, I often see the bulk of the mind share, budget dollars, instruction and design efforts, and learner seat time focused on such things as:

  • Creating compliance training that often boils does to training “so we can say we did it,” for litigation risk management.
  • Rapidly developed eLearning that is all too often a “data dump” from subject matter experts, with little focus on (a) the skills the new worker needs, nor (b) how to best transfer the required knowledge and skills.
  • The communication and assessment of basic facts, rather than a focus on critical thinking.
  • Training events (i.e. courses and classes) rather than learning processes.

It might be an interesting exercise to audit the efforts of your training department by asking the following questions:

  • Do your activities address the key needs of corporate executives?
  • How much of your training focuses on compliance v. skill building?
  • Would line managers generally agree that after training, staff can hit the ground running, or do they believe that managers are still responsible for the bulk getting new folks up to speed?
  • What portion of your training is assessed?
  • What portion of those assessments use the metrics of the business, rather than learning metrics (i.e. Kirkpatrick Level 1 or Level 2 results)?

Bonus questions for those developing eLearning internally:

  • What portion of your eLearning courses incorporates a coherent instructional design v. simply disseminating content?
  • What portion of your development and review process focuses on catching minute grammar errors or finding the ultimate graphic for a slide?

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TrainingIn the days before PCs were on every desktop, and all human knowledge available on every smart phone, companies had training departments, staffed by training directors and trainers, who executed training plans. Now we have learning organizations, chief learning officers, and learning strategies.

It’s interesting to think about the differences between training and learning.

Locus of behavior

The one that is most striking to me is that training is something the instructor does, while learning is something the learner does. We might say “I received training” – where ‘training’ is used as a noun, but when we use training as a verb, it’s something we deliver to someone else.

Conversely, we cannot use ‘learning’ as a verb describing something we provide to someone else. We can train them, we can teach them, or we can instruct them. However, unless we are from the far reaches of Appalachia, we can’t learn them; even there we would larn’ them instead!

Dictionary definitions

I don’t want to get lost in the varieties of specific definitions, but as I use the first definitions that come up when googling the terms, training is “the action of teaching a person or animal a particular skill or type of behavior.” Learning is “the acquisition of knowledge or skills through experience, study, or by being taught.”

There are two points that are of interest to those of us in the learning profession.

  • Training is specific – it’s a particular skill or behavior. This certainly accords with my experience providing training. Good training is training that has behavioral learning objectives. We talk about lifelong learning and learning to learn; we don’t talk about lifelong training or training to self train.
  • Training is accomplished through the act of teaching, or instruction. Learning may happen through “experience, study, or being taught.” While one may quibble with the exact wording of the definitions, there is a face validity in the notion that learning happens through a variety of modalities, only one of which is being taught.

What do we “do” in a training department?

I would suggest that, insofar as we think of ourselves as being in or leading a training department, we determine training requirements, design and deliver training, and report on its results.

There are robust methodologies for each of these tasks, including: Problem analysis, job analysis, training needs analysis, ADDIE, pre- and post tests, SMART objectives, training delivery guidelines, and a host of others.

The resulting training, when well-developed, has certain common characteristics.

  • It is usually event-based, with a discrete starting and stopping time – or in the case of self-paced training, an estimated number of hours to complete the work.
  • It has a defined set of objectives.
  • It has an instructional design.
  • It is developed by the trainer or an instructional designer.
  • It has a pre-defined assessment methodology.

Isn’t that enough?

If you agree with my proposition that we need to be in the readiness business (see, then while training may be important or even necessary, it is not sufficient.

It is not sufficient because you can’t learn to ride a bicycle at a seminar. The acquisition of complex skills usually requires a process over time, and cannot be accomplished during an event.

It is not sufficient because in a rapidly changing environment, key personnel (perhaps all personnel?) need to be able to respond to new situations, use new technologies, adapt to a changing social environment.

It is not sufficient because the training model does not encompass some of the most important learning modalities: informal learning, learning from experience, learning from performance support tools, mentoring, and coaching – to name but a few.

A thinking shift

As learning professionals, to add value to the organization we must be in the readiness business. To be in the readiness business we must shift our thinking out of the “providing training” box to enabling learning.

Only then will we begin to consider how readiness is best to be facilitated throughout the organization.

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Stop with the Content Already!

Table does not existWe have a fundamental category error in our approach to training that gets us thinking about the wrong things from the outset. This category error leads us to create training that is all too often out of touch with business needs and learners’ learning styles.

Content is not Learning

Not only is content not learning, but disseminating content is not the same thing as training. The bottom line is that whether it’s in the classroom, death by Powerpoint, or mind-numbing 100-slide eLearning courses, telling people content alone does not provide learners with the knowledge and skill they need on the job, except in isolated cases.

If content equaled learning, libraries could replace universities.

As I think back to my college days, one of the first classes I attended was on metaphysics. I had no idea what “metaphysics” meant, other than that it was in the philosophy department. And on the first day, Professor Roderick Chisholm sat on a table in the front of the room and challenged us to prove to him that the table upon which he was sitting actually existed. For every argument we made, he had a counter. And then he gave us articles in the library to help us understand what he did, and to propose counter arguments. But the library alone wouldn’t have been taught us what we learned in the classroom and afterwards, in the student union, talking to him about the meaning of life and other such subjects.

And this brings us to the fundamental category error in our profession. Today’s LMSs laud themselves on being SCORM compliant. SCORM being the pre-eminent standard that ensures that who creates an eLearning module using whatever authoring tool, it will work in any SCORM conformant LMS. Sounds great! And what is SCORM? The Sharable Content Object Reference Model. And this is the problem.

We’ve been in the wrong business. We’ve been in the business of making contentobjects. We are trying to make compelling content. Pundits tell us the content is king. And oddly enough, we have no standards or even a construct called a learning object.

The Light’s Better

There’s an old story about a man who’s strolling down a walk late at night, and he finds a young man sitting under a street lamp, looking extremely despondent. “What’s wrong,” the man asks. “I lost my car keys and I can’t get home and I can’t find them anywhere,” replied the youngster. “It’s ok,” said the man. “I’ll help you find them.” And they looked everywhere. In the gutter, by the railing, in the grass – but after 15 minutes, there were no keys to be found. Finally, the man inquired, “Are you sure you lost them here?” Pointing to the left, the teenager replied, “No, I dropped them about 100 yards over there.” “Then what are we doing here?” the helpful man asked incredulously. “Well,” came the simple reply, “the light’s better here.”

Unfortunately, it seems that all too much learning these days – especially rapidly developed eLearning – focuses on what’s easy for us to do and what’s easy for us to track and record – where the light’s better.

SCORM problems

If we agree that SCORM-based learning has, at its heart, a fatal problem – concentrating as it does on content, the question arises – so what’s missing? Certainly, at the very least, two things:

First, people like to learn from people. We’ve been doing it that way for 20,000 years or so, and we’ve sort of gotten used to it. In fact, as learning professionals we have a name for it – it’s called social learning. Unfortunately, since it doesn’t fall into the pre-Experience API SCORM standard; because it’s messy; because it’s not as easily tracked and measured; the typical LMS either doesn’t support it at all or very well, and it’s relegated to “that other stuff.” The pre-work. The post-work. The stuff that isn’t really as important as getting your ticket punched.

But I would argue that this is the heart of many learning processes. It’s not an after thought. And I would suggest that we must enhance and extend the LMS to support this within our organizations.

Second, there are many critical jobs in areas such as sales and operations where good enough isn’t good enough; where the company lives or dies by the proficiency of its workers. In today’s increasingly complex and rapid changing world, these job skills – the ability to execute on complex processes using critical thinking and adaptive decision making. And as one of my colleagues titled his book, you can’t learn to ride a bicycle at a seminar.

The most important jobs and the most important skills are generally learned by a process over time.

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Refrigerator TruckI was thinking about a conversation I had a few years ago with Richard Flanagan, co-author of The Six Disciplines of Breakthrough Learning. We were talking about the organizational training, and in particular, how so much training does not seem to be focused on business results. It reminded me of a story told by Wayne Hodgins. He relates how prior to home refrigerators becoming commonplace, people used to store their food in ice chests, and ice was delivered to their door by ice trucks. Within a few years after home refrigerators became commonplace, all these ice delivery companies had gone bankrupt. This was all the more odd since they used refrigerators in the delivery trucks, so they understood the mechanics of the new technology. His conclusion? These businesses failed because they were short-sighted about what business they were in. They thought of themselves as in the ice business, where if they had thought of themselves as in the food preservation business they might have been the early adopters of refrigerator manufacturing. What I came away with from my talk with Richard was the same question. What business are we in?

When we proclaim the wonders of rapid eLearning, it’s pretty apparent to me that we’re not in the behavior change or performance improvement business. In fact, it’s not at all clear whether we’re in the learning business at all, or simply in the content publishing business. And if learning were the same as content publishing, universities could all close their doors in favor of libraries.

So what business are we in? What business do we need to be in in order to stay in business during the next down cycle? I would suggest we need to be in the readiness business; and this may create as fundamental a change in our activities as it would have for the ice delivery businesses above.

And the related question comes down to this: Will the VPSales and the CFO be strong allies for you in maintaining and increasing the training budget next year? If not, are you in the right business – and what would it take to get there?

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Building Great Teams

My pal Miteamke Sellers just posted a very nice summary of the findings of the Games Outcomes Project on his blog. The project details the results of a survey of “roughly 120 questions” sent to game developers in November 2014. There were 771 responses, of which 273 were complete and referred to projects that were completed (i.e., “neither cancelled nor abandoned”).

As a project manager, I’m struck by how well the best practices detailed here apply beyond the sphere of game development. It’s mom and apple pie, this time with metrics!

Mike observes:

Here’s the very short summary-of-the-summary. Great, successful teams:

  • Create and maintain a clear, compelling vision of what they’re doing
  • Work effectively, staying focused and avoiding unnecessary distractions and changes — but without extensive crunching
  • Build cohesive teams that trust and respect each other, hold each other to high standards, but allow for mistakes too
  • Communicate clearly and openly, resolving differences and meeting regularly
  • Treat each team member as an individual — professionally, personally, and financially

So what’s not on this list? Two big things leap out immediately:

  • Having a production methodology is important [#26 on the list], but whether this is Agile, Waterfall, or something else has no effect.
  • Having an experienced team is also important… it doesn’t appear directly on the list, but if it did it’d be down around #36 out of 40 on this list of significant factors.

How large do these factors loom in your leadership courses? In your training organization?

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Learning Ties into the Business!

ideaimplementationresultsLike many of you, I receive a lot of invitations to industry conferences.  These days, it’s fashionable to include a video of people talking about the conference and how cool it is.    I don’t usually click, preferring to get this sort of information via text, but today, for some reason, I watched the video.

I was taken aback by the assertion by one individual extolling the benefits of this meeting that one thing this conference will do that isn’t done very often is to “talk about how it [learning] ties into the business.”

She’s right, of course.  We learning folks are not immune to the siloing which makes us crazy when we’re trying to leverage our efforts across the organization.  That we gather to talk about technologies and processes pretty frequently in venues where organizational strategy is not addressed is a prime sign of that.

I understand that conference organizers want large audiences, and that targeting particular organizational strategies as topics would likely narrow things down too much.

It’s effortful to integrate with the strategies in place in various divisions of our org, and hard to talk about it generally in a conference. But seriously, if our efforts are NOT plugged very directly into the strategic initiatives in our orgs, what the heck are we doing? And of what possible value could it be?

I have a theory that in the very best-run organizations, it’s difficult to tease out ROI for the training initiatives.  That’s because when an org is closely coordinating its efforts, an initiative will include changes to capital investment, staffing, and training.  And it will be very difficult to slice out which of these aspects is more responsible for the outcome than the others.

Are you up to speed on the top-priority strategic initiatives in your organization?  Are your learning folks actively involved in supporting them? If not, why not?

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Katie Everson at Chief Learning Officer posed this question recently. She was reflecting on the difference in MBA work produced by students who were returning to school after a decade or more of experience and those who were coming straight out of undergrad. Unsurprisingly, thoseducationvsexperiencee with work experience were a better able to make concrete suggestions in service of creating efficiencies.

While I understand that controversy makes great clickbait (hey, I clicked!) I’d really like to see questions like this put to rest. What we see, again and again, is that yes, of course people who have a lived context to apply that which they are learning “get it” faster than those who don’t.   But because “the way it is out here in the real world” is often NOT the very best we can do, or well-adapted to new information, the influence of those who don’t know “it can’t be done here” is also extremely valuable.

In a world in which conditions change quickly, we’ve GOT to do more than pay lip-service to the notion of life-long learning.  And we’ve got to provide opportunities for people to get the experience they need.  While we’d like to be able to hire people who already know how to do what we need done, the reality is, we all have proprietary ways performing our most important functions. And those ways change in response to environmental pressures. Our experienced people need learning opportunities from outside their on-the-job perspective. Our inexperienced people need work opportunities in which to test the theories to which they’ve been exposed.

Formal learning does not have to be at a distant remove from informal learning. Both forms can and should be a regular part of the work experience for our people if we want high-performing, state-of-the-art organizations.

Online formats are a powerful ally in facilitating these experiences. At Q2, we love to share our approaches to near-job training, blending formal and informal elements to create an enlightened and productive workforce.   Contact us at!

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cowedwomanThe Wall Street Journal recently ran an article ostensibly designed to be of help to job seekers who might be facing discrimination. As a middle-aged female IT professional who has been participating in social media sites since they were called “bulletin-board systems,” I can’t help but observe that the illustration chosen for the article, which shows us a middle-aged, gray-haired woman looking cowed in a maelstrom of social media logos and mobile digital devices, is a strong expression of certain prejudices held by WSJ Editorial staff!

This notion, that young people are naturally adept with technology, and older folks less so, really needs to die.

The reality is that almost all of us can and do learn to use the technology we need to accomplish the tasks we want to get done.  The woman featured in the article sought a job in public relations.  I happen to know more than a few middle-aged women in public relations, and they are all  up to speed on social media and the hardware used to create for it.  Because, you know, they need to be, in order to be effective in their jobs!

Meanwhile, we do our young colleagues a disservice when we assume that their facility with Facebook and Twitter should automatically translate into adeptness with our corporate systems for customer relations management.

It probably would not be a bad idea to test on intake new employees’ facility with tools like Word and Excel.  We might want to include checking their facility with Sharepoint, Salesforce and other commonly used corporate cloud applications.  Taking a baseline and then filling in gaps would help us get our new folks up and running quickly, and avoid wasting their time, and ours, with training they don’t actually need.

But we should probably assume complete unfamiliarity with all of our proprietary systems, and make effective training available to all newcomers to these technologies. And possibly keep our eyes open wide to who catches on quickly, and who needs more time. Because age is not now, and has never been, a particularly good predictor of facility with tools needed to get the job done.


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The Changing eLearning Landscape

elearningmediaThe Elearning Media Group recently released its Research Advisory Group Report on the Corporate Segment. It’s a fascinating snapshot, indicating where 268 non-public-sector respondents see things going. It’s worth noting that although most respondents indicated they had a role in tool selection, 51% are trainer/teacher/educators, which is to say they are authoring and delivering training, but likely not sitting in on organizational strategy meetings.

The largest chunk, 22%, were in the healthcare/pharmaceutical industries. I wish the writers of this study would not have lumped those two together, as training challenges are very different. In healthcare, much of the critical training is outsourced to professional schools, and to the organizations which provide continuing medical education. In Pharma, there’s a great deal of internal training on products.

Nevertheless, I find it very interesting that 21% of respondents plan to add social networks to their training mix in the next year. It leaves me wishing I knew more about how these folks perceive the role of the social network in training, and whether they plan to track what happens there. 68% of respondents listed employee engagement as their top business objective for investing in learning.   Improving engagement is likely to be tricky in an environment in which compliance training, not known for its engaging qualities, still leads the list of training priorities!

The study asks the percentage of training hours devoted to

  • Social Learning
  • Self-paced
  • Mobile Learning
  • Blended Learning
  • Virtual Classroom
  • Instructor Led
  • E-learning or online

I found this breakdown frustrating, since of course, there are major overlaps. Instructor-led could be in the virtual classroom, though I think most people think of these as separate. (Instructor led was reported to be where the largest chunk of training hours were spent, at 39%) Self-paced is likely online, and may well be consumed via mobile.

What I’m dying to know is what sort of activities comprise that which the respondents call “social learning.” A couple of years ago we were all buzzing about adopting social learning strategies, but we all know that things happen in transition to actual practice. What do these look like as adopted in the organizations who are using them? Are the respondents, like  our customers, creating Internal social networks using microblogs and hosting forum discussions around training topics? Something else entirely?

At Q2, our platform supports all of these modalities, because we understand that whatever the optimal mix is for your organization, you’d rather spend the time developing and delivering top-quality training experiences than chasing down the data on who has successfully completed which activities across several platforms. We’d love to talk to you about how we can help you create, deliver, and report on first quality training for your colleagues. Please, drop us a line at!


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Who is learning from your training?

mercedesThe Wall Street Journal reported today Mercedes-Benz is investing $19 million in China to build its biggest training facility in the world for car dealers as it strives to catch up with rivals Audi AG and BMW AG

Mercedes expects to add 100 new distribution outlets this year to bring the total to 440.

That’s a lot of trainees. And an interesting marketing challenge – in what ways should Mercedes adjust its brand image to appeal to the Chinese market? Mercedes knows its product, and presumably, its dealers know their customers. Putting training resources on the ground in China will permit Mercedes executives to use the training sessions as research opportunities as well as for traditional instruction.

Does your organization have any newsworthy training initiatives this year? Are they simply top-down transmissions of information? Or is management paying attention to what the trainees have to say about implementation challenges when new policies are taken to the field?

These days, attending to what trainees are seeing in the field can be as simple as pulling down the transcript of their responses to questions posed to them in the online portion of their training.

At Q2, the system we’ve built permits team leaders to check into what’s going on with their team members in their training, not just to evaluate trainee performance, but also to get a sense of how they are thinking and what obstacles they are encountering as they attempt to apply what they are learning.   Because we think the whole organization, not just the instructor, should partake of the learning benefits which always attend teaching.

We’d love to show you how we do it. Won’t you drop us a line at

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