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GLOBAL & LOCAL L&D STANDARDS & BEST PRACTICES: Building a world-class learning function Marius Meyer 12 June 2013 @SABPP1

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GLOBAL & LOCAL L&D STANDARDS &

BEST PRACTICES: Building a world-class learning function

Marius Meyer

12 June 2013

@SABPP1

Thanks to our Researchers

Dr Penny Abbott Dr Linda Chipunza

Head: HR Research Initiative, SABPP L&D Standards Leader, SABPP

Agenda

• Need for standards in L&D: SABPP

standard

• Principles and guidelines for world-class

L&D

• L&D benchmarking and standards

framework and metrics

• L&D best practices

• An integrated L&D governance model

SABPP HR System Standards Model

BUSINESS STRATEGY – HR BUSINESS ALIGNMENT

Strategic HRM

Talent Management

HR Risk Management

FUNCTIONAL & CROSS FUNCTIONAL HR VALUE CHAIN

HR VALUE & DELIVERY PLATFORM

Work- force

planning Learning

Perfor- mance

Reward Well- ness

ERM OD

HR Service Delivery

HR Technology (HRIS)

Pre- pare

Im- ple-

ment

Review Improve MEASURING HR SUCCESS HR Audit: Standards & Metrics

H R

C O

M P

E T E N C

I E S

SOUTH AFRICAN HR COMPETENCY MODEL

STRATEGY

TALENT MANAGEMENT

HR GOVERNANCE, RISK, COMPLIANCE

ANALYTICS & MEASUREMENT

HR SERVICE DELIVERY

5 HR

CAPABILITIES

LEADERSHIP & PERSONAL CREDIBILITY

ORGANISATIONAL CAPABILITY

SOLUTION CREATION & IMPLEMENTATION

INTERPERSONAL & COMMUNICATION

CITIZENSHIP FOR FUTURE: INNOVATION, TECHNOLOGY, SUSTAINABILITY

5 C

OR

E

CO

MP

ET

EN

CIE

S

HR & BUSINESS KNOWLEDGE

DUTY TO SOCIETY

ET

HIC

S

PR

OF

ES

SIO

NA

LIS

M

4

PILLARS

First SA National L&D Standard

1. Definition

2. Objectives

3. Implementation Official launch: 20 August 2013

Draft SA National L&D Standard

DEFINITION

L&D is the practice of providing occupationally-

directed and other learning opportunities that

enable/enhance the knowledge, practical skills,

workplace experience and behaviour of

individuals and teams, based on current and

future occupational requirements for optimal

organisational performance and sustainability.

Draft SA National L&D Standard

OBJECTIVES

• To enhance human performance in relation to organisational objectives

• To align L&D plans to organisational strategy

• To create an occupationally engaged workforce which builds

organisational capability in line with objectives of organisation

• To create a learning environment that enables optimal learning and

growth

• To develop a culture that enables individual and team competency

development in achieving organisational objectives

• To position L&D as a catalyst for change and innovation

• To evaluate the impact of L&D interventions at an individual and

organisational level

Draft SA National L&D Standard

IMPLEMENTATION • Formulate a L&D strategy for an organisation

• Align L&D strategy with organisational goals and culture

• Ensure all L&D activities conform to appropriate quality, and

compliance requirements and competency models

• Identify, select and implement appropriate interventions

according to the identified organisational need

• Ensure the design and facilitation of L&D interventions are

appropriate and integrated

• Leverage the utilisation of appropriate online technologies to

accelerate learning capacity and capability

• Evaluate the impact of L&D to assess quality and alignment

L&D Benchmarks (ASTD/SABPP)

BENCHMARK USA RSA CHANGE

Average % payroll 2,24% 3,94% + 0,83

Hours /employee 36 40 - 12

Spend/employee $1068 R 6898 +R 1700

Employees/trainer 253 157 +19

% companies e-learning

31% 43% + 10%

% outsourced 22% 62% +10%

Order full report: [email protected]

Purpose of the Research

Information about state of the HRD

trends and benchmarks

Benchmark internal practices with other companies

Benchmark internal practices with international companies

Provide guidelines to improve HRD practices

Methodology

• Questionnaires electronically distributed to L&D managers.

• Data analysis of results.

• Comparison with 2003-2011 studies and international

benchmarks where possible.

Training spend increasing

3.43

3.13

3.6

3.11

3.94

0

0.5

1

1.5

2

2.5

3

3.5

4

4.5

2007 2008 2009 2010 2011

Knowledge management

(Managing organisational knowledge)

• 75% of respondents would like to be better trained

in knowledge management and learning

organisation concepts

• Formal knowledge management initiatives only

exist in about half the organisations, and that

• Around 30% of organisations use their HRIS for

knowledge management functions

Training needs analysis methods

(Improving human performance)

0

10

20

30

40

50

60

70

80

90

Questionnaires Focus Groups PerformanceManagement Data

Interviews Customer Complaints Other

2007 2008 2009 2010 2011

More outsourcing of training

2007 20082009

20102011

47 46 47 48 39

53 54 53 52 62

Delivered internally Delivered externally

Training delivery methods

0

10

20

30

40

50

60

70

Classroom Text based Video based E-learning CD-Rom Satellite Webinars Blendedlearning

2007

2008

2009

2010

2011

43% of organisations use e-learning

E-learning content

0

10

20

30

40

50

60

70

80

90

IT Soft skills Technical skills Industry specific Managerial Languages Other

2007

2008

2009

2010

2011

We are changing with technology

The Evaluation of Training

Evaluation

57 51

39 44

39

Training evaluation - use of

ROI

0 10 20 30 40 50 60 70 80 90 100

We use specific software to assist in the ROI process

We ask Training Providers to supply us with ROI data or information ontheir training programmes

Our training staff have formal training in ROI processes

We calculate the financial value ROI for training programmes ourselves

We use ROI data when compiling training budgets for the following year

Our Training Reports to management include ROI figures

We calculate ALL the inputs costs of training programmes

We do pre- and post-assessments of training programmes to enable usto calculate the ROI

2011

2010

2009

2008

2007

L&D Trends

(Managing the training function)

Talent Management

• 60% of organisations have a formal talent

management strategy

• Less than half of these (46%) rate their

strategy as effective

Key findings

1. Average training spend 3.94% of payroll on training (3.11% in 2010 and 3.6%

in 2009).

2. Over 95% of organisations have a computerised human resource information

system (HRIS) in place and use it for a variety of functions. (91% in 2009)

3. Training needs analyses are conducted using mainly performance

management data (68.9%), data from customer complaints (57.8%) and

interviews (40%).

4. The use of questionnaires for training needs analysis has dropped

considerably from 78% to 46.7%.

5. Outsourcing of training design and delivery continues to increase – 64% of

training is designed externally on average and 62% is delivery externally on

average.

6. Classroom learning continues to be the most popular training delivery method

(59%) with e-learning second at 20%.

Key findings (continued)

7. 45% of organisations evaluate at least some of their training using financial

ROI. (39% last year and 40% the year before). Most organisations (70%) use

between 2 and 4 of the Kirkpatrick levels in evaluating training.

8. 60% of organisations have adopted a formal talent management strategy. This

is also an increasing trend (53% last year and 49% the year before). These

strategies are rated Effective or Highly Effective by 46% of organisations (51%

last year).

9. 45% of organisation use coaching in support of their talent management

strategy. The same percentage use mentoring and 90% of those organisations

use both coaching and mentoring. Coaching seems to be regarded as more

effective than mentoring. Coaching is most often delivered by line managers,

while the use of external coaches is still not prevalent (13 – 15%).

RATING SCALE TO ASSESS

L&D

PROBLEMATIC

MEDIOCRE

EXCELLENT

High Risk

Medium Risk

Low/no Risk

L&D practice is non-existent, has a low uptake or is applied poorly. Little, no or poor results are evident. Requires urgent attention to move to medium risk over short or medium term.

Some pockets of excellence, but they are isolated, and applied inconsistently in certain parts of company. Some occasional positive results comparable to typical average L&D standards. Should be addressed before it becomes problematic.

L&D leading practice is well infused, aligned and integra- ted across the company and applied consistently with clear results. Comparable to world- class standards. Should be maintained, reinforced or used as a model for other companies.

L&D BEST PRACTICE MODEL

(Veldsman, 2010)

L&D PRACTICES ASSESSMENT

BUILDING BLOCK 1: L&D CONTEXT

Sets the parameters which L&D has to be aligned

with:

• Business/HR strategy

• Organisational capabilities

• Stakeholders

• Strategic Talent Plan

BUILDING BLOCK 1: L&D CONTEXT

Sets the parameters which L&D has to be aligned

with:

• Business/HR strategy

• Organisational capabilities

• Stakeholders

• Strategic Talent Plan

• No direct alignment

• Not clearly in place

• Some clarity, not enough engagement

• Talent plan not integrated

BUILDING BLOCK 2: L&D STRATEGY

Sets the strategic direction and priorities

BUILDING BLOCK 2: L&D STRATEGY

Sets the strategic direction and priorities

• Role of L&D and strategic contribution not defined.

• No value proposition.

• No integrated L&D Strategy from talent plan.

• Thrust “grow our own timber”.

• Strategic focus/priorities of budget not clear.

BUILDING BLOCK 3: L&D FRAMEWORK

Conceptual framework used to direct and guide L&D:

• Philosophy (charter)

• Principles

• Competency model

• Learning culture

BUILDING BLOCK 3: L&D FRAMEWORK

• No clear framework.

• No philosophy.

• Partial competency model.

• Unsystematic, ad hoc, laissez-faire culture.

Conceptual framework used to direct and guide L&D:

• Philosophy (charter)

• Principles

• Competency model

• Learning culture

BUILDING BLOCK 4: OPERATING & GOVERNANCE MODEL

L&D policy;

structures, roles, responsibilities,

decision-making, reporting lines

BUILDING BLOCK 4: OPERATING & GOVERNANCE MODEL

L&D policy;

structures, roles, responsibilities,

decision-making, reporting lines

• Underdeveloped/unclear model

• Unclear roles, responsibilities, accountabilities – Group vs Divisions

• No Group governance

• Under-capacitated L&D

BUILDING BLOCK 5: L&D VALUE-CHAIN DELIVERY

• Enabling systems

• L&D process

• L&D activities

• Needs analysis

• Design

• Facilitation

• Evaluation

• Quality assurance

BUILDING BLOCK 5: L&D VALUE-CHAIN DELIVERY

• Enabling systems

• L&D process

• L&D activities

• Needs analysis

• Design

• Facilitation

• Evaluation

• Quality assurance

• Components understood.

• Value-chain not mapped.

• Fragmented value-chain.

• No LMS.

• Blended L&D delivery, mostly class-room.

• Outsourcing model in place, but fragmented.

• Performance management & PDP integration.

BUILDING BLOCK 6: L&D OFFERING

Your portfolio of L&D products and services -

content

BUILDING BLOCK 6: L&D OFFERING

• No integrated portfolio of products/services (except for manufacturing).

• Tactical/operational needs addressed, and not strategic needs.

• Not linked to talent pipe line.

Your integrated portfolio of L&D products and services - content

BUILDING BLOCK 7: L&D OUTCOMES

How do we measure the impact of L&D, which metrics do we use and how do we report it back to stakeholders

BUILDING BLOCK 7: L&D OUTCOMES

• Mainly compliance-driven reporting (BEE).

• No model to measure impact and reporting thereof.

How do we measure the impact of L&D, which

metrics do we use and how do we report it back to stakeholders

L&D PRACTICES

L&D governance model:

It is all about alignment

Guidelines for L&D

CO

MP

ETENC

Y MO

DEL

STRATEG

IC

TALEN

T PLA

N

L&D OPERATING & GOVERNANCE MODEL

L&D STRATEGY & FRAMEWORK

L&D OFFERING L&D OUTCOMES:

MEASUREMENT MODEL

L&D STAKEHOLDER ANALYSIS

Conclusion

We have made some progress on L&D

standards and benchmarks in South Africa,

but perhaps we need some more focused

work in elevating the status and impact of

learning. L&D in South Africa compares well

with international norms.

Contact us on [email protected] to participate in 2013 study.

Let us build world-class L&D functions

[email protected] (Professional Registration)

[email protected] (Professional Services)

[email protected] (Stakeholder Relations)

[email protected] (Research)

[email protected] (Learning & Quality)

[email protected] (Strategy inputs)

[email protected] (Social media)

Website : www.sabpp.co.za Blog: hrtoday.me

New office: 8 Sherborne Str, Parktown

Tel: 011 482-8595 Fax: 011 482-4830

Cel: 082 859 3593 (Marius Meyer)