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NAVEX Global November 2013 Virtual Conference

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The Case for Blended Learning: The Happy Marriage of Live & Online Training

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Today’s Speakers

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Andy Foose Vice President,

Advisory Services NAVEX Global

David N. Goldman Managing Shareholder,

Littler

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A Couple Definitions

“Live” Training:

Classroom or webcast/virtual classroom (instructor presenting in real time)

Blended Learning:

Any combination of online, in-person and webcast training on the same subject

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…And a Caveat

Regardless of format…

Good training is good training.

Bad training is bad training.

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Advantages of “Classroom” Training

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Advantages of “Classroom” Training

Allows employees from various parts of the organization to learn from each other in an interactive environment

• Participants learn from each other’s

questions, anecdotes

Helps builds common understanding among employees around difficult or sensitive subjects

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Advantages of “Classroom” Training

Promotes learning by removing participants from their everyday work environment, allowing them to focus on the instruction

Helps build teamwork along organizational or departmental lines

Provides instant feedback from trainer to trainees, especially when the trainer is a subject matter expert

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Advantages of “Classroom” Training

Flexibility – instructors can:

• Adjust content to the needs of specific groups and/or

• Answer questions that were not anticipated

Often is easier and quicker to make significant customizations than online training

Often is more economical for small groups of employees

Allows employees to practice behavior and skills and focus on grey areas with instructor feedback

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Advantages of “Classroom” Training

Often a better fit for experienced managers, executives and certain professionals:

• More nuanced content, ability to tailor to specific audience

• Executive preference

• More likely to engage them

Trainers with significant authority or prestige can convey difficult concepts or convince participants about the importance of the subject matter

• Help get “buy-in” from skeptics

Helps spot trouble employees or managers

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Three Big Advantages of “Classroom” Training

Allows discussion.

Can be closely tailored to needs.

Leverages the power of the expert for important topics.

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Advantages of Online Training

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Advantages of Online Training

Allows large numbers of employees to be trained over short period of time, including in remote locations

Can provide access to training program for continued learning

Often more economical for training large groups of employees, especially when the expense of travel and time away from work are considered

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Advantages of Online Training

Allows an individualized learning experience, at the learner’s own pace

• Often helpful with sensitive or

complex topics

Often requires that each learner perform tasks to complete training

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Advantages of Online Training

Provides a consistent message without variation over the entire range of employees.

Typically provides evidence of completion if training becomes an issue during litigation.

Easier tracking of completion for larger groups.

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Three Big Advantages of Online Training

100% consistency of instruction.

Ease of reaching large populations.

Proof of completion (and sometimes mastery).

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Advantages of Virtual Training

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Advantages of Webcasts/Virtual Classrooms

Allows employees from various parts of the organization to learn from each other in an interactive environment, without travel costs

• Participants learn from each other’s

questions, anecdotes

• Allows employees in remote locations

to join in with other employees

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Advantages of Webcasts/Virtual Classrooms

Allows contemporaneous feedback from trainer to trainees

Often easier to customize than online training

Trainers with significant authority or prestige can convey difficult concepts or convince participants about the importance of the subject matter

• Help get “buy-in” from skeptics

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Advantages of Webcasts/Virtual Classrooms

Can reach large numbers of employees more quickly than classroom training, especially where trainer needs to be an expert

• Little to no travel time for the

instructor, so more sessions can be

delivered per day

Typically more economical than classroom training

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The Big Advantage of Webcasts/Virtual Classrooms

Can reach large numbers of employees while…

…maintaining many of the advantages of classroom training.

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Blended Learning

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The Basic Spectrum of Blending

Substitution of one format for the other in an annual training cycle

• E.g., online typically used, and live

training is used to “mix it up” (or vice

versa)

Using one as a “prerequisite” for the other

• Use one to establish a foundation, then

follow-up with the other

Using online training within a live training session

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Why Do We Train Our Employees Anyway?

Legal imperative

• Training is an essential element of

demonstrating that we have taken

appropriate measures to prevent

wrongdoing, which helps avoid liability

• Sometimes it’s required

To foster a culture of doing the right thing

• Training helps change behaviors, which

helps reduce the number of instances of

wrongdoing

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Changing Behavior Through Training + Education

A key principle:

• Ongoing learning is more effective at driving changes in behavior than one-

time training

• While inoculations are good, health is promoted even more by year-round healthy diet

and exercise

• Reinforcement periodically throughout the year keeps helps the message “stick”

• Repetition

• Demonstration (though repeated reinforcement) that the message is important

• Major trend: short-form (“burst”) learning, modularization

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Changing Behavior Through Training + Education

• Blended learning provides great options for ways to communicate and

reinforce important messages

• Use online learning to establish core principles/basic requirements

• Follow-up with tailored, relevant training

• Design it to generate discussion

• The more it is tailored to the specific issues as they would arise at work for the

participants, the better

• Doesn’t even have to be formal, separate training—discussions can be built into

regular work meetings

• Or, establish basic principles with live training and follow-up with online to reinforce

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The Power of Discussion

• Employees want to explore most topics—so help them explore with

carefully crafted scenarios and case studies

• Don’t just “push” information

• By having employees think through questions in which the answer is not

obvious, the message sticks better

• Group discussions of pros and cons, best courses of action

• “Pull” the best answer from the group

• Employees can get answers to their questions—so encourage them to ask

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The Importance of Tailoring

• The more you tailor the content, the less you rely on participants to make

the connection

• Help them see the relevance to their work life

• When information is recognized as relevant, participants pay more

attention

• Training is not simply dismissed as yet another “check-the-box” or “CYA” exercise

• Tailoring shows that the organization cares about the issue

• Participants thus (subtly) get the message that the issues are important

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Tailor Content Based on Risk

Based on the risk and the role of the participants, tailor:

• content

• depth of instruction

• volume of training

Some employees need only a high-level understanding

Others needs a deep-dive

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Be Creative—Think Outside the Classroom

If you are using live training to reinforce principles, consider using “informal” settings such as standard group/team meetings

• Embed a few minutes of discussion during the meeting

• Akin to “safety moment” in many organizations

• Use short fact patterns, items from the news

• Get the group to discuss how the key issue applies to them

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Don’t Be Afraid to “Recycle”

• If you are using live training to reinforce principles, revisit some of the

online scenarios

• But, instead of just working through them again, discuss how the principles in them might

apply in your specific circumstances

• Online scenario becomes a conversation starter

• If you’re training populations that don’t have access to online training,

using some of the online scenarios in the classroom can be very powerful

• Consistency of content across all employees

• Offline employees don’t feel left out

• Multi-media helps engage participants and helps cater to a variety of learning styles

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Be Creative—Think Outside the “Course”

If you are using online training to reinforce principles, consider using less traditional formats:

• Use mini-modules spread out over the

year

• Use short-form or “burst” learning

(even quicker hits)

• 3 - 7 minutes long

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Planning for Success

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Success Factors (What To Watch Out For)

If you are going to be tailoring content, a curriculum map is essential

• Who needs what level of instruction?

• On which topics?

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Success Factors (What To Watch Out For)

If you are going to use a manager to deliver training, equip them for success.

• Don’t put the burden of creating materials on them – provide everything they need

• Don’t assume they know the right answers – give them specific talking points

• Including “don’t say” lists

• Realize that they have lots to do – keep the training short

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Success Factors (What To Watch Out For)

Avoid using managers you know won’t/can’t do a good job

• Some topics are too sensitive,

technical or risky to leave to managers

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Success Factors (What To Watch Out For)

Well planned, successful blending takes time and effort

• Invest the time and resources to do it

right

• “Half-baked” training sends the wrong

message

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Survey Question: Survey Question:

Would you like a NAVEX Global representative to

contact you to discuss solutions?

A. Yes, please

B. No, thank you

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Questions…

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Thank You

Please be sure to visit the Exhibit Hall &

Social Networking Lounge to speak with Industry Experts!