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  • 8/13/2019 LDR Guidebook Achieving Impact With Simulations

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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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    2013 The Corporate Executive Board Company.

    All Rights Reserved. LDRPRO

    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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    2013 The Corporate Executive Board Company.

    All Rights Reserved. LDRPRO

    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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    2013 The Corporate Executive Board Company.

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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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    2013 The Corporate Executive Board Company.

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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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    2013 The Corporate Executive Board Company.

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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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    2013 The Corporate Executive Board Company.

    All Rights Reserved. LDRPRO

    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.