ldr guidebook achieving impact with simulations
TRANSCRIPT
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CEB Learning & Development Leadership Council
Guidebook: Achieving
Impact with Simulations
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A FRAMEWORK FOR MEMBER CONVERSATIONS
The mission of The Corporate Executive Board Company and its affiliates (CEB) is to unlock the potential of organizations and leaders by advancing the science and practice ofmanagement. When we bring leaders together, it is crucial that our discussions neither restrict competition nor improperly share inside information. All other conversations are welcomed
and encouraged.
CONFIDENTIALITY AND INTELLECTUAL PROPERTY
These materials have been prepared by CEB for the exclusive and individual use of our member companies. These materials contain valuable confidential and proprietary information
belonging to CEB, and they may not be shared with any third party (including independent contractors and consultants) without the prior approval of CEB. CEB retains any and all
intellectual property rights in these materials and requires retention of the copyright mark on all pages reproduced.
LEGAL CAVEAT
CEB is not able to guarantee the accuracy of the information or analysis contained in these materials. Furthermore, CEB is not engaged in rendering legal, accounting, or any other
professional services. CEB specifically disclaims liability for any damages, claims, or losses that may arise from a) any errors or omissions in these materials, whether caused by CEB or
its sources, or b) reliance upon any recommendation made by CEB.
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3
ACHIEVING IMPACT FROM SIMULATIONS USER GUIDE
OVERVIEW
Although most L&D functions have been using simple simulations (such as role plays) for years, an increasing number
of L&D functions are beginning to integrate more complex simulations (such as running a simulated business) into
their programs. This guidebook reviews the three action steps that L&D must take to ensure that these complex
simulations drive performance outcomes rather than just offer an entertaining experience.
AUDIENCE
The guidance in this book is aimed at L&D professionals and executives interested in implementing more complex,
detailed simulations.
HOW TO USE
Use this three-step process to create high-impact simulations:
Step 1Assess Opportunities: Assess whether simulation is an appropriate method to address a specific
development need.
Step 2Determine Type: Determine the appropriate type of simulation to use to meet learning objectives.
Step 3Design for Impact: Design and deliver simulations to maximize learner impact.
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ROADMAP FOR ACHIEVING IMPACT WITH SIMULATIONS
Three Steps to Achieving Impact with Simulations
There are three action
steps that L&D must
take to create effective
simulations.
To realize the benefits of
simulations, L&D must
ensure it is focusing
simulations on the right
learning needs, using the
right type of simulation,
and designing simulations
to maximize learner impact.
Step 1
Assess
Opportunities
Step 2
Determine Type
Step 3
Design for Impact
Assess whether simulation is an appropriate method to address
a specific development need.
Determine the appropriate type of simulation to use to meet
learning objectives.
Design and deliver simulations to maximize learner impact.
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ASSESS THE SUITABILITY OF SIMULATION AS A
DEVELOPMENT METHOD
Guide to Assessing the Suitability of Simulation
Before creating a
simulation, L&D must
carefully consider
whether a simulation is
an appropriate method
to meet a specific
learning need.
Simulations are not
appropriate for every
development needL&D
must consider the learning
content, the audience, and
logistics when deciding
whether to use a simulation.
Use the tool to the right
as a guide to determine if
simulation is an appropriate
delivery method in
comparison with traditional
learning methods.
Directions: For the learning content you are evaluating, consider each of the selection criteria below. Circle the rating
that is most appropriate for each of the criteria. Tally your score and consult the key on the following page to interpret
the score and determine the viability of simulations as an effective learning delivery method for this particular content.
Selection Criteria Rating Scales
Target Population: To what extent is the learning
content relevant to a large population of learners
within the target audience?
1
Small
Population
3
Medium
Population
5
Large
Population
Need for Practice: To what extent is there a need
for learners to practice applying the content?
1
Little Need to
Practice
3
Some Need
to Practice
5
Substantial Need
to Practice
Emphasis on Skills Versus Knowledge: To what
extent does the learning content address building
skills as opposed to imparting knowledge?
1
Imparting
Knowledge
3
Equal Focus on Skills
and Knowledge
5
Building Skills
Risk of Content Application: How risky is it for the
target audience to apply the learning back on the
job without supervision?
1
No Risk
3
Moderate Risk
5
High Risk
Barriers to Content Application: How many barriers
(e.g., workflow, manager relationships) are there to
learners applying content on the job?
1
Few Barriers
3
Some Barriers
5
Many Barriers
Importance of Feedback: How important is it that
learners receive immediate feedback on their ability
to apply learning?
1
Not Important
3
Somewhat Important
5
Very Important
L&D Resources: What level of investment (money,
time, people, etc.) can the organization devote to
this initiative?
1
No Resources
3
Limited Resources
5
Substantial
Resources
Source: CEB analysis.
Point Total
25 and Above Deploying a simulation is a highly viable approach. See step 2 to identify which simulation is right for you.
1524 Simulation may be effective when also blended with more traditional learning approaches.
14 and Below Simulation is not likely to be effective. Consider a more traditional approach.
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There are three action
steps that L&D must
take to create effective
simulations.
To realize the benefits of
simulations, L&D must
ensure it is focusing
simulations on the right
learning needs, using the
right type of simulation,
and designing simulations
to maximize learner impact.
Step 1
Assess
Opportunities
Step 2
Determine Type
Step 3
Design for Impact
Assess whether simulation is an appropriate method to address
a specific development need.
Determine the appropriate type of simulation to use to meet
learning objectives.
Design and deliver simulations to maximize learner impact.
ROADMAP FOR ACHIEVING IMPACT WITH SIMULATIONS
Three Steps to Achieving Impact with Simulations
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THREE CATEGORIES OF SIMULATIONS
Simulation Categories
L&D should consider
three main categories of
simulations commonly
used for training purposes.
Once L&D has determined
that a simulation is the right
development method, staff
must take a disciplined
approach to considering
which type of simulation to
use given learning objectives
and logistical considerations.
Live Simulations
Live simulations involve real employees operating in a real environment.aLive
simulations include (but are not limited to) activities such as role plays, board
games, live gaming situations, and live case studies.
Technology-Based Simulations
Technology-based simulations involve real employees operating in a computer-simulated system.aWhen teams of learners work together in technology-based
simulations, they communicate through the technology platform in the simulated
system. Technology-based simulations involve activities undertaken within video
games, virtual worlds, and virtual reality.
Blended Simulations
Blended simulations involve real people operating in both real and computer-
simulated systems. When teams of learners work together in blendedsimulations, they communicate through both the platform in the simulated
system and the real system. Blended simulations include (but are not limited to)
activities such as a live simulation enhanced by virtual reality simulators and a
live simulation enhanced by multi-player game interface.
Source: CEB analysis.
a Modeling & Simulations Coordination Office, DoD Modeling and Simulation Glossary, http://www.msco.mil/MSGlossary.html.
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LIVE SIMULATIONS
Benefits Drawbacks
Live simulations involve
real employees operating
in a real environment.
Live simulations include
activities such as role plays,
board games, live gaming
situations, and live case
studies.
Live simulations are well-
suited for developing
higher-order soft skills,
such as communication and
managing relationships.
Choosing the Right Live
Simulation
When choosing the type of live
simulation to deploy, L&D staff
should consider the resources
available to them and the level
of realism (fidelity) necessary
to meet the objectives of the
simulation.
Can be owned and completed by L&D using
existing staff skills
Are easily tailored to fit individuals and their
challenges/context
Can be easily monitored and changed by
L&D in the moment (to increase engagement,
challenge, etc.)
Emotionally immerses learners in the learning
situation
Need convincing participants to deliver value
Coordination with multiple stakeholders can
be complex
Must occur in the right environment and
situation to feel realistic
Case in Point
During its leadership development programs, Swiss Reinsurance runs live simulations to test senior leaders
ability to perform in uncertain and ambiguous situations. To do this, it models the simulation around an
emerging business opportunity with which the organization has little existing expertise and that presents
the possibility for dilemmas. Swiss Re then hires actors or works with partners to bring the business
opportunity to life for senior leaders. In a past simulation, Swiss Re brought its senior leaders together
with a Chinese delegation (played by hired actors) to discuss expanding their current business with China.
Swiss Re ensures leaders perform in the simulation as they would in real life by not letting them know that
they are in a simulation.
Source: Swiss Reinsurance Ltd.; CEB analysis.
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TECHNOLOGY-BASED SIMULATIONS
Benefits Drawbacks
Technology-based
simulations involve real
employees operating in
a computer-simulated
system.
Technology-based
simulations involve activities
undertaken within video
games, virtual worlds, and
virtual reality.
Technology-based
simulations are well-suited
for developing higher-order
technical skills.
Choosing the Right
Technology-Based Simulation
When choosing the type oftechnology-based simulation
to deploy, L&D staff should
consider the level of
interactivity between learners
necessary and whether the
simulation needs to be available
on-demand to learners.
Are often a highly-scalable simulation method
Ensures that learning is consistent across the
learner population
Enables L&D to re-create important scenarios
but without the risk (e.g., to customer
relationships)
Enables employees to practice using
expensive equipment (e.g., a driving
simulator)
Allows learners to operate in discrete time
(e.g., compressing a year of events into a day)
to see the future implications of decisions
Bought off the shelf or L&D must use
dedicated consultants or internal staff withthe right technical skills to create them (which
are hard to find)
Can seem gimmicky to learners and leaders
when not done well
Learners need a high level of technology
fluency
The organization must have the appropriate
technology infrastructure
Case in Point
Workplace Technologies Research, Inc. (WTRI) worked with SAIC to create an interactive simulation game
to train open pit miners on safety measures. In their quest to extract the most gold under budget and
on time, teams of miners confront a variety of challenges, such as bad weather conditions, maintenance
problems, and dangerous unforeseen events. The teams must address these challenges while continuing tomeet production goals, which teaches them effective mine safety practices and maintenance procedures
when operating in real-life pressure situations. The training program can identify and track game players
who are working and behaving in an unsafe way and deduct points from the teams score for this behavior.
Source: http://www.saic.com/products/simulation/olive/customers.html; CEB analysis.
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WHICH SIMULATION IS RIGHT FOR YOUR NEEDS?
Guide to Identifying the Right Type of Simulation
Use the table on the
right to determine which
type of simulation is best
suited for a particular
initiative.
Live Simulations Technology-BasedSimulations
Blended Simulations
Best Suited for Higher-order soft
skills (communication,
relationship
management, etc.)
Higher-order technical
skills (financial acumen,
risk management, etc.)
Combination of soft and
technical skills
Simulation Operating
Time
Real time Discrete time Combination of real-time
and discrete time
Learner Technology
Proficiency Required
Low Medium to High Low to Medium
L&D Time Investment Medium to High Low High
Monetary Investment Low to High High High
Source: CEB analysis.
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There are three action
steps that L&D must
take to create effective
simulations.
To realize the benefits of
simulations, L&D must
ensure it is focusing
simulations on the right
learning needs, using the
right type of simulation, and
designing simulations to
maximize learner impact.
Step 1
Assess
Opportunities
Step 2
Determine Type
Step 3
Design for Impact
Assess whether simulation is an appropriate method to address
a specific development need.
Determine the appropriate type of simulation to use to meet
learning objectives.
Design and deliver simulations to maximize learner impact.
ROADMAP FOR ACHIEVING IMPACT WITH SIMULATIONS
Three Steps to Achieving Impact with Simulations
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DESIGNING HIGH-IMPACT SIMULATIONS
Design and Implementation Tips
L&D must go beyond
designing an entertaining
experience to designing
a simulation that enables
employees to take action
and apply learning back
to their job.
Use the tips on the right
to design high-value
simulations that enable
learners to apply learning
on the job.
Source: Chris Musselwhite, Sue Kennedy, and Nancy Probst, Best Practices for Facilitating Simulations. T+D,64, no. 8 (August 2010): 2628; C EB analysis.
DESIGNING THE SIMULATION
Consider the skill level of participants. When designing the simulation, be sure to consider the skilllevel of participants to ensure you are making the simulation challenging enough to stretch learners
but not so challenging that participants will be overstretched and break down.
Find complex problems. Try to avoid situations that have easy answers when designing the simulation
to engage learners critical thinking skills.
Create a compelling story. For more complex simulations, ensure you have a realistic and interesting
story to ensure participant engagement in the simulation. Consider the timeline in which the simulation
story will need to unfold and the setting.
Ensure relevance. Speak with learners and their managers to ensure that the problems and stories
presented in the simulation are relevant to learners day-to-day work.
Align simulation with existing content. If the simulation is part of a larger development solution,
L&D will need to think about how to integrate it with the rest of the development solution during the
design phase. See the bottom of the following page for tips on aligning the simulation with existing
development programs.
Consider level of realism. Consider the level of realism (fidelity) necessary to meet the learning
objectives of the simulation.
Identify success measures. Create concrete and measurable objectives for the simulation.
Run a pilot. Before rolling out the simulation, pilot it with HR employees and identify any areas you
might need to change before launching.
PRE-SIMULATION ADMINISTRATION
Contact managersContact the managers of participants about the objectives of the simulation and
larger development solution. Ask them to discuss the objectives with their direct reports before the
simulation so that they understand what they are expected to learn.
Assign pre-workReach out to participants with any prework for the session.
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DESIGNING HIGH-IMPACT SIMULATIONS (CONTINUED)
Design and Implementation Tips (Continued)
L&D must go beyond
designing an entertaining
experience to designing
a simulation that enables
employees to take action
and apply learning back
on the job.
Aligning Simulations with Existing Development Programs
If the simulation is part of a larger development program, L&D must determine how to align the
simulation with the program (and the other solutions within the program) during the design phase. L&D
staff should follow the steps below to ensure alignment:
1. Identify how the simulation supports the objectives of the development program.
2. Determine the unique value-add from the simulation compared to the other solutions within the
development program.
3. Check for redundancies in the program that may arise from adding the simulation and cut them.
4. Keeping in mind the goals for each of the solutions in the development program, identify the ideal
timing for each solution (e.g., if the goal of the simulation is to help learners apply, it should come
after they have learned the content).
5. Identify any content that needs to be added to the development program to support the simulation.
Source: CEB analysis.
DELIVERING THE SIMULATION
Establish ground rules. Before beginning the simulation, explain the purpose and the roles participantswill play and explain any ground rules for participant behavior during the simulation.
Set the expectation for performance. Let participants know that they are expected to perform to their
fullest potential during the simulation.
Observe. Monitor the simulation to identify anything you need to change in the moment to increase or
decrease the challenge or intensity. Make sure to take notes on things to discuss during the debrief session.
Know when to intervene. Be alert to conflict and sudden changes in behavior (such as withdrawal);
if necessary, pull the participant aside to discuss what is happening.
AFTER THE SIMULATION
Debrief the simulation. Let participants discuss the experience and provide feedback to each other
about their experiences working with them. Make sure to focus the discussion on the learning, not the
outcome of the simulation.
Identify areas to change. Ask participants if they have any suggestions for how the simulation could
be more effective or engaging.
Source: Chris Musselwhite, Sue Kennedy, and Nancy Probst, Best Practices for Facilitating Simulations. T+D,64, no. 8 (August 2010): 2628; C EB analysis.