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Training and Communicating With a Global Workforce
S C C E ’S A N N U A L C O MPLI A N C E AND ET HICS INST IT UT E
S E P T E M B E R 2 0 1 4
© Ian Shive
THE NATURE CONSERVANCY
The Nature Conservancy is the largest, most innovative science-driven multi-channel
conservation organization in the world.
Our mission is to conserve the lands and waters upon which all life depends.
W H O A R E W E ?
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© Nick Hall © Karine Aigner © Nick Hall
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50U.S. state chapters
active members1mm+
countries35
120MMacres of land protected
3,700/
550employees/scientists
5,000river miles protected
1,400preserves managed
100 Marine conservation projects in 21 countries & all U.S. coastal states
THE NATURE
CONSERVANCY
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PART I: Delivering Effect ive Compliance Training
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© Nick Hall
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A Case Study
Office History
2004
2009
2011
2013
Lessons Learned
© Ian Shive
© Joe Austin
© Nick Hall
© Danielle Mussman
© Ian Shive
© Nick Hall
• In-Person Training
• Paper-based
• Took one year to complete
• Trained the trainers
First Training - 2005
© Ian Shive
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• Worked with TNC’s Technology Learning Center
• Web-based
2009 Training
© Joe Austin
Interactive With Stat ic Background
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Role Determined Topics
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Lecture Based Learning
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• Lessons Learned
2009 Training
© Joe Austin
© Nick Hall
• Look and feel – visually more
attractive
• E&CO drafted with expert review
• Core plus a la carte
• Added Test Outs
• Translated
• Audio
• Recognized First Staff To Complete
2011 Training
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Branded Training
/13
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• Scenario Based
• Best ever!
2013 Training
© Danielle Mussman
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PART I I : Ensuring Staff Engagement
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© Nick Hall
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Engagement Principles
1. Relevant
7. Plan Ahead5. More
The Merrier
4. Interactive
9. Rewards10. Learn
the LessonsLet’s Dive In!
3. Interesting2. Realistic
8. Follow-up
2013 All Staff Mandatory Compliance Training
6. Meaningful Review
© Ian Shive © Nick Hall© Joe Austin
© Ian Shive © Nick Hall © Ami Vitale © Nick Hall
© Erika Nortemann/TNC © Nick Hall © Nick Hall © Ian Shive
© Danielle Mussman
• Ethics and SOP eHelpline
• Compliance Hotline
• Finance Data
• Internal Audit
• Surveys
1. Making It Relevant
© Ian Shive
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• Actual experiences
• Reflect organization
• Real names
2. Making it Realistic
© Nick Hall
• Scenarios
• Humor
3. Making it Interesting
© Danielle Mussman
Animated Characters
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• Visually Interesting
3. Making it Interesting (continued)
© Danielle Mussman
Capture Their Attention
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Easy to Read
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Easy to Find Information
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• Thought Provoking
4. Making it Interactive
© Ian Shive
Mult iple Choice
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Click and Drag
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Ethical Dilemma Blog
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• Test Outs
• Contest
4. Making it Interactive
© Ian Shive
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• President
• Internal Fellowship
• Field Staff
5. More the Merrier
© Nick Hall
• Experts
• Senior managers
• Compliance coordinators
6. Meaningful Review
© Ami Vitale
• Communication Plan
• Internal Communications
• Technical Assistance
• Easy access
7. Plan Ahead
© Nick Hall
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• Reminder E-mails
• Automated Tracking/Statistics
8. Follow-up
© Erika Nortemann/TNC
• Recognition
• Personalized E-mails
• Internal Articles
9. Rewards
© Nick Hall
• Instant Feedback
• Technology Support
10. Learn the Lessons
© Nick Hall
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WHERE TO GO FROM HERE?
• “Stories” with characters
• Different module for non-office workers
• Embed videos
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• Score results
• Expand upon ethical dilemmas
• Increase incentives and rewards
© Ian Shive
PART I I I : Communicating Value of Training to Staff
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© Nick Hall
Communicating Value
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1. Assess Training Success
© Ian Shive
2. Communicate Success
© Joe Austin
3. Weave Into Daily Routine
© Nick Hall
4. Always Improve
© Danielle Mussman
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Charlotte D. Young, Chief Ethics &
Compliance Officer
Grace C. Wu de Plaza, Deputy Ethics
& Compliance Officer
THANK YOU!
© Robyn Gianni
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