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202
Creating a Strategy
for Change Before
and During a LMS
Implementation
Sheila Grangeiro
Media Specialist, University of Miami
Sandra Sallum
Director, Professional Development,
University of Miami
WWW.eLearningGuild.com
WWW.eLearningGuild.com
November 5-8, 2007
San Jose, CA
Creating a Strategy for Change Before and
During an LMS Implementation
By
Sandra A. Sallum &
Sheila Grangeiro
Session Goals
• Know where you are going
• Develop strategies to lower
resistance to change
• Identify stakeholders and their
role in the change process
2
• Approximately 12,000 full-time faculty
and staff
• 15,600 Graduate and undergraduate
students
• Three main campuses and several satellite
operations throughout the South Florida
area
3
Session 202 – Creating a Strategy for Change Before and During a LMS
Implementation – Sandra Sallum, Sheila Grangeiro, University of Miami
Page
November 5-8, 2007
San Jose, CA
Change as a consistent
companion
• Change will be part of any process
• Prepare for it
• See change as an opportunity
– Communication is your best tool
– Identify audiences early
– Have an education as well as a communication
plan for different audiences
– Keep audiences informed and active in the process
– Look for opportunities to educate others on best
practices
4
Creating a Change Management Plan
• Know where you are going
– Without a vision, there’s no change management
• Be clear on your ultimate goal
– Break down your vision and strategy into phases
• Have a change management plan for each phase by
audience
• Always communicate why change is necessary (Whenever
possible, use research to support change)
– Stress opportunity and rewards
• WIIFM
– Settle any fears about job security
– Listen and incorporate feedback
5
Working Together to Effect
Organizational Change
• “Partners-in-Change”
• Make your stakeholders part of your team
• The “leadership team”
– Lead the process, always be the one in front
– Start the process/set direction/provide resources
• Communicate the vision and keep the
process moving forward!!!!
6
Session 202 – Creating a Strategy for Change Before and During a LMS
Implementation – Sandra Sallum, Sheila Grangeiro, University of Miami
Page
November 5-8, 2007
San Jose, CA
How Did We Do It?
• 2004: Request for department to take over
a system for training record keeping and
online access 24/7
– Opportunity to change Professional
Development at UM by:
• Implementing a long-range learning strategy
• Using researched best practices to change the way
training was designed and delivered
• Decentralizing training and allowing for Designers and
Trainers to own their own pieces
7
Vision & Goal
• Use research-based best practices to develop
learning-centric professional development
experiences that can be measured and transferred to
the job
• Tie professional development with performance
evaluations that would be supported by a system of
rewards and recognitions that recognized those
working on their own professional development and
skill gaps
• Allow for the learner and their manager to have
control of their learning
8
Long Term Goal for the System
• Provide enterprise-wide learner centric
environment
• Assist and track compliance training, career
enhancement, development plans and competency
development
• Report on competency and skill gaps to promote
Succession planning
• Provide knowledge and collaboration center
365/24/7
• Track coaching component (follow-up and ILT)
and evaluation of learning
• Individualize learning to user groups
9
Session 202 – Creating a Strategy for Change Before and During a LMS
Implementation – Sandra Sallum, Sheila Grangeiro, University of Miami
Page
November 5-8, 2007
San Jose, CA
Change Management Strategy
• Identify a champion for change
• Re-align existing resources
• Increase course offerings and traffic through
the system
• Set standards and model innovative behavior
• Get lateral buy-in as well as buy-in from
leadership
• Partner with designers and SMEs
10
Create Excitement and Show Proof
• Keep the champion informed
• Communicate increasing traffic and online
offerings available
• Collect data on system usage, participants’
feedback and managers’ comments
• Brand the system early
• Promote standards and best practices
11
First Steps
• Establish an infrastructure for the learning
strategy
– Ensure you have a change management plan
• Identify stakeholders and get them involved
early
– Educate practitioners on best practices for
learning and professional development
• Professional Development Council
• Implement blended learning and expose
organization to online learning
– 2004 – 0 WBL
– 2007 – 306 WBL
12
Session 202 – Creating a Strategy for Change Before and During a LMS
Implementation – Sandra Sallum, Sheila Grangeiro, University of Miami
Page
November 5-8, 2007
San Jose, CA
Work with Stakeholders
• Work at their level, but set the pace
– Create standards; raise the bar and expectations
– Provide guidelines and training on:
• Adult learning principles and tools
• New technologies and Instructional Design
• Moving stakeholders from lecture based presentations
to training
• Ensuring that training offered by stakeholders is based
on adult learning principles
• Using WBL to impart knowledge and focus ILT time to
practice skills and appropriate behavior
– Lead the way
13
Important Actions
•
•
•
•
Align available resources
Use available tools
In the beginning, go for quantity
Use what platform you have and show why
you need something better
– Collect user feedback and data
– Show benefits to organization and to the
bottom line
• Use data to create list of system and
business requirements
14
Example of Data: Course Completions
6000
number of completions
5000
4000
CBL Courses
ILP Courses
3000
2000
1000
0
1/2006
2/2006
3/2006
4/2006
5/2006
6/2006
7/2006
8/2006
9/2006
10/2006
11/2006
12/2006
by month
15
Session 202 – Creating a Strategy for Change Before and During a LMS
Implementation – Sandra Sallum, Sheila Grangeiro, University of Miami
Page
November 5-8, 2007
San Jose, CA
When Selecting an LMS
• Select a system based on the business
requirements validated by stakeholders
• System should:
– promote your learning strategy
– have room for growth (functionality)
– be scalable
• Never make a decision based on content
• You can always buy it from somewhere else
• Make sure the company is viable and can be
a good business partner
– You will be in it together for the long haul
16
Selection of an LMS
• Have stakeholders preview final two
systems
• Partner with vendor to showcase
functionality that will be important to
stakeholders
– Collect feedback for stakeholders to make final
decision
– Ensure that you can live with either option
– Report back on overall consensus
• Use stakeholders as ambassadors for change
17
Communication Piece
• Marketing committee change strategy
included:
– Teasers
– Demonstration on different system features for 3
Modes (Learner, Manager, Administrator)
• Captivate Tutorials
• ULearn Tour
– Step by step guides
– ULearn open houses
• iPod raffles
– Techsupport (Phone and email)
18
Session 202 – Creating a Strategy for Change Before and During a LMS
Implementation – Sandra Sallum, Sheila Grangeiro, University of Miami
Page
November 5-8, 2007
San Jose, CA
19
20
21
Session 202 – Creating a Strategy for Change Before and During a LMS
Implementation – Sandra Sallum, Sheila Grangeiro, University of Miami
Page
November 5-8, 2007
San Jose, CA
22
Remember!
• It is not about a system, it is about the vision
and learning strategy
• Secure top-down commitment
• Create change “vision/values”
• Plan for long term success!
• Organize self-directed work teams
• Develop your change allies
• Be patient!
– Take the time to identify and celebrate little
victories
23
Monthly Unique Logins
24
Session 202 – Creating a Strategy for Change Before and During a LMS
Implementation – Sandra Sallum, Sheila Grangeiro, University of Miami
Page