June 10 – 12 Austin, Texas

Register Now Co-located Event

GS1 The Obsolete Know-it-all

8:30 AM - 10:00 AM Wednesday, June 10

JW Grand 1 – 5

Trivia whiz Ken Jennings has made a career as a keeper of facts; he holds the longest winning streak in history on the US game show Jeopardy! But in 2011, he played a challenge match against supercomputer Watson—and lost. While that moment resides in game show lore, it is also representative of a fundamental shift in how we treat and interact with information; we now live in a world where we have instant access to almost any type of information using a device that fits into our pockets. In this funny and inspiring opening keynote, Jennings shares how it felt to have a computer literally beat him at his own game, what that might mean to the future of information, and where human knowledge may fit in this new learning paradigm.

Ken Jennings

All-time Jeopardy! Champion and Author

Ken Jennings, the all-time Jeopardy! champion, was born in 1974 just outside Seattle, but grew up overseas. His only lifeline to American pop culture during those years was TV on the Armed Forces Network, where he watched Jeopardy! religiously after school every afternoon. This sparked a life-long passion for quizzing and game shows, culminating with his invitation to appear as a contestant on Jeopardy! in 2004. Mr. Jennings went on to win 74 games and $2.52 million, both American game show records. He is the author of numerous books, including the recent Because I Said So: The Truth Behind the Myths, Tales, and Warnings Every Generation Passes Down to Its Kids.

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121 SkillCamp 2.0: The Performance Support Journey at Bayer CropScience

10:45 AM - 11:45 AM Wednesday, June 10

310/311

The shift towards performance support is a journey—a journey that is just beginning for many organizations. For other organizations, the journey has been ongoing. They have encountered challenges and barriers and built strategies to overcome them. There is much that can be learned from an organization that has already travelled down the performance support road. 

In this session you will learn from a case study on how Bayer CropScience set up a marketing and sales learning framework for their organization. You will discover how performance support became a pivotal component in their approach to shaping functional skills and contributing to achieving business outcomes. You will learn many tips as you shape your own path towards performance support. 

In this session, you will learn:

  • How Bayer CropScience approached performance support from a business perspective
  • The key challenges for developing a functional learning and performance framework
  • The successes and lessons learned while implementing this framework
  • How the Bayer CropScience solution has journeyed across the performance support maturity model

Audience:
Intermediate and advanced managers and directors.

Technology discussed in this session:
N/A

Oliver Kern

Head of SkillCamp

Bayer CropScience

Oliver Kern is the head of SkillCamp, the global Marketing and Sales Academy program at Bayer CropScience. He has been with Bayer for 17 years in various roles, mainly in marketing and communications, where his focus areas were web strategy, innovation management, financial instruments, and academy programs. Before Bayer he worked as a freelance media consultant. Oliver holds a degree in photographic engineering and an executive MBA from Kellogg and WHU and is a certified FourSight consultant.

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122 From Change to Intake: Harnessing SharePoint as a Performance Support Site

10:45 AM - 11:45 AM Wednesday, June 10

Lone Star F

How can you infuse a low cost, nimble, performance support solution when your organization is about to change core applications? How do you provide just-in-time learning to keep the momentum of a learning strategy going when all the systems they use are changing? It might seem insurmountable, but it can be done—usually with the tools you already have.

In this session you will examine common tools and applications that you can use to develop performance support within a learning strategy. You will explore how to support change learning, or new hire training, or anything in between; in other words, whenever employees need to learn and apply a lot of new concepts and processes to perform on the job. You will leave this session able to identify lower cost ways to design and build a performance support site loaded with tools and resources to provide employees with support in their moment of need.

In this session, you will learn:

  • Which common tools and applications you can use to develop performance support within a learning strategy
  • Which tools are better suited to manage content, explicitly comparing current and future states
  • How to design learning and support content so that it lives beyond a change and moves into existing curriculum
  • How to promote its use to your business partners to help managers coach to close performance gaps

Audience:
Novice to advanced designers and developers.

Technology discussed in this session:
None.

Brenda Klajman

Manager, Learning Design & Development

CPA Canada

Brenda Klajman is the manager, learning design & development for CPA Canada, where she collaborates with stakeholders on their business development strategies. She oversees the design of in-class courses, eLearning, and other media— whether worked on by her team or outside vendors. Just prior to joining CPA Canada, Brenda was responsible for the learning strategy of a large Canadian bank's business banking division. She also designed and developed the learning strategy for two large-scale technology rollouts. Brenda has more than 15 years of learning and development experience and holds certificates in adult learning and eLearning.

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123 Flipping the Classroom with Performance Support

10:45 AM - 11:45 AM Wednesday, June 10

Lone Star H

There’s been a lot of talk in recent years around the benefits of “flipping the classroom.” This conversation normally centers on having learners watch lectures on their own—outside the classroom—so that classroom time can be spent on interactive applications of the content. It’s a model that a number of organizations and institutions support. But is it enough? 

In this session you will explore the role that performance support can play in a flipped model. You will learn how performance support tools and resources can be used to take the flipped model beyond the classroom, allowing workers to learn application skills on the job, receiving support that helps them learn while they work. 

In this session, you will learn:

  • The role performance support plays in flipped learning programs
  • How to use performance support tools in flipped learning
  • Where the flipped classroom model fits in the context of the five moments of need
  • How to get started with the flipped classroom and performance support

Audience:
Novice to advanced designers, developers, and managers.

Technology discussed in this session:
Performance support tools.

Conrad Gottfredson

Chief Learning Strategist

APPLY Synergies

Conrad Gottfredson, the chief learning strategist at APPLY Synergies, has deep experience in organizational learning, collaborative development, knowledge management, online learning, performance support, and instructional design and development. Conrad is the original developer of the Learning at the Five Moments of Need framework now in use around the world. He has worked with many of the world's largest organizations, helping them attain higher levels of learning agility. Conrad's experience includes the design and deployment of large-scale knowledge management and performance support systems within multinational corporations. In 2014 Conrad was awarded the Guild Master Award for his accomplishments and contributions to the eLearning community. He holds a PhD in instructional psychology and technology.

Bob Mosher

CEO/founder/Chief Learning Evangelist

APPLY Synergies, a 5 Moments of Need Company

Bob Mosher, the chief learning evangelist at APPLY Synergies, has been an active and influential leader in the learning and training industry for over 30 years, and is renowned worldwide for his pioneering role in eLearning and new approaches to learning. Before co-founding APPLY Synergies consultancy with Conrad Gottfredson, Bob served as the chief learning evangelist for Ontuitive, director of learning strategy and evangelism for Microsoft, and executive director of education for Element K. He is an influential voice in the IT training industry, speaking at conferences and participating in industry associations. Bob was awarded the Guild Master Award in 2014 for his accomplishments and contributions to the eLearning community.

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124 Sneaking Up on Them: Introducing Performance Support to the Organization Slowly

10:45 AM - 11:45 AM Wednesday, June 10

301/302

Despite a limited budget and a history of “check the box” training, Aristocrat Technologies organization wanted to increase just-in-time training by providing easy to consume nuggets. Management wanted tests that showed that workers knew the content at a specific point in time, but were less concerned with the worker knowing the content when needed. It wanted to find ways to address these just-in-time needs while still providing the content knowledge expectations desired by management.

In this session you will explore how the company used subject matter experts, Yammer, Oracle Learning Management System, Slidedocs, and a phased rollout of training and development to increase knowledge, have knowledge ready when the worker needed it, and go deeper with the content. You will examine various ways to integrate performance support into your organization’s existing network. You will learn from this case study what worked, what didn‘t, and why.

In this session, you will learn:

  • Ways to integrate performance support in the network already in place in the organization
  • How to leverage subject matter experts throughout the organization to increase engagement
  • Methods to satisfy management‘s checklist training requirements and the learner‘s development
  • Processes needed to implement the program
  • Points of success and failure of our implementation
  • Changes to workflow and processes for the training department

Audience:
Novice designers, developers, managers, and project managers.

Technology discussed in this session:
Yammer, Oracle, LMS, Slidedocs, Captivate, Camtasia, and GoAnimate.

Christiana Houck

Director of Learning Solutions

Aristocrat Technologies

Christiana Houck is a director of learning solutions at Aristocrat Technologies, a PhD, and a learning and education nerd. She leads a team of energetic trainers and award-winning instructional designers. The team uses an agile project management approach, is looking into AR, and measures business impact through behaviors. Previously, Christiana developed and delivered instructor-led training and eLearning and taught professors how to teach online.

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125 Performance Support in Action: Getting Past the Theory

10:45 AM - 11:45 AM Wednesday, June 10

Lone Star G

While the shift to performance support can be a difficult one for learning leaders to put into practice, for many it is exactly what they’re ready to do—making specific work tasks faster, easier, and more reliable, at the time of need. This session will explore how organizations like Pfizer and Uni-Select have partnered with Axonify to evolve their learning strategy to deliver a combined knowledge and performance support solution that connects employees to what they need when they need it. Attendees will see how leading organizations have deployed a fully integrated performance support solution that includes a robust content library, ask-the-expert functionality, daily bite-sized learning, and more.

Carol Leaman

CEO

Axonify

Carol Leaman is the CEO of Axonify, a disruptor in the corporate learning space and innovator behind the world’s first employee knowledge platform. Previously, she was CEO of several other tech companies, including PostRank, a social engagement analytics company she sold to Google. Carol is a thought leader whose articles appear in various publications; she also sits on the boards of many organizations and advises high-tech firms. Carol’s awards include the Waterloo Region Entrepreneur Hall of Fame Intrepid Award (2011) and the Sarah Kirke Award (2010) for Canada’s leading female entrepreneur. She is a finalist for the Techvibes Entrepreneur of the Year Award (2017).

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221 SMEs Unleashed: Enabling Those with Knowledge to Share

12:45 PM - 1:45 PM Wednesday, June 10

Lone Star F

The know-it-all’s days are over. No more is the single person who has all of the answers valued in an organization. This person represents not an asset, but a risk. However, knowing that the information the expert has needs to be shared is the easy part; enabling them to share is something else.

In this session you will explore how to get knowledge from an SME’s mind into a performance support or training solution with quality and speed. You will examine a process that uses templates and tools to streamline transfer of the knowledge. You will discover how these templates help SMEs organize their knowledge, and how that helps them to share it. You will also explore the many pitfalls to avoid when working with SMEs.

In this session, you will learn:

  • How templates help SMEs organize their knowledge
  • How using a tool such as uPerform streamlines the creation of PSS, training, and documentation
  • The benefits of a single-source authoring tool
  • Pitfalls to avoid when working with SMEs

Audience:
Novice to advanced designers, developers, and managers with a basic understanding of performance support and instructional design principles.

Technology discussed in this session:
uPerform.

Enid Crystal

Learning Experience Designer

Enid Crystal Consulting

Enid Crystal is an independent learning experience designer with extensive experience in designing, developing and implementing performance-focused learning solutions. Prior to becoming an independent learning consultant, Enid was 20+ years in corporate learning and development, working for large global organizations including Blackrock, Pfizer, and MetLife, covering a wide array of industries such as insurance, pharmaceutical, medical devices, and financial services.

Vincent Lucey

Director Enterprise Sales

ANCILE

Vincent Lucey, the director of enterprise sales for ANCILE, is in the unique position of having worked at all four of the largest IT learning and performance software solution companies around the world, including Oracle UPK, SAP WPB, Assima, and ANCILE. With a global remit, he promotes use of the award-winning ANCILE solutions across large organizations such as BlackRock. Vincent has over 20 years of experience in learning and development in corporate settings that span oil and gas, healthcare, financial services, and technology.

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222 Case Study: Delivering Performance Support with Existing Tools

12:45 PM - 1:45 PM Wednesday, June 10

310/311

A knowledge management (KM) system had been introduced at CISCO for internal use to drive consistency and track common HR issues. However, little thought had been devoted to training or supporting contact center agents in their transition and beyond, and no additional budget was available.

In this session participants will learn about the strategy introduced and the training and performance support developed in collaboration with the KM team, combining the KM tool and our internal social learning platform to address all five moments of learning need without further investment. You will explore the context, participants, tools, and processes contained in the solution, how support for the approach was achieved, and the results of the implementation. In addition, an explication of the projects that came before and continue to grow from this effort will be described.

In this session, you will learn:

  • How process models are used for determining learning needs and placement
  • Strategies for designing performance support to address a business need
  • Methods of gaining support from leadership
  • How the tools work together to deliver learning at the moment of need
  • How learners and managers are supported
  • How learning is measured and evaluated

Audience:
Novice and intermediate designers, developers, and managers.

Technology discussed in this session:
Employee Experience Information Query (IQ), WebEx Social, and Cisco Performance Connection.

Candice Kramer

Senior Learning Consultant

Apply Learning

Candice Kramer, a senior learning consultant with Apply Learning, is an L&D professional who has been helping adults learn for over 30 years. Passionate about lifelong learning, she is the author of Success in Online Learning, the first support text written to assist adult learners returning to college using distance learning; it is based on her own experiences as a distance learner, faculty member, and academic advisor. A CPLP-certified independent consultant, Candice creates learning architectures for corporate clients, among them Cisco Systems, PBS, the US Army, the Internal Revenue Service, and the US Supreme Court.

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223 The Performance Support Video Revolution

12:45 PM - 1:45 PM Wednesday, June 10

Lone Star G

The use of video for performance support has been widely employed for many years. Millions of videos are available online (e.g., YouTube). Learning institutions are videotaping lectures and creating vast digital libraries of content. The use of video has become pervasive, and for good reason. Video-based content can be more engaging and has been proven to increase learner retention. Innovations in technology have triggered an explosion in the use of video for learning and performance support. How can learning professionals join the revolution?

In this session participants will explore the innovations in video learning being created in IBM labs that are revolutionizing the way organizations leverage video for learning and performance support. You will learn how video can be used to create a dynamic and interactive experience. You will explore many innovative video technologies, including cutting edge options for delivering, socializing, analyzing, and personalizing video.

In this session, you will learn:

  • How the automation of video transcription simplifies the publishing process and improves searching for performance support
  • How video is becoming a collaborative event, allowing learners to socialize and expand the learning experience
  • How video is no longer a passive viewing experience, with interactions, notes, and links to engage the learner
  • How advanced usage analytics can be applied to gauge video effectiveness
  • How image analysis can be used to automate the tagging and curation process

Audience:
Novice to advanced designers, developers, managers, and project managers.

Technology discussed in this session:
Various video components.

Scott Edwards

Product Manager

IBM

Scott Edwards is a member of the Smarter Workforce team at IBM, responsible for the strategic direction of the Kenexa Learning Suite, which encompasses the learning content management system (LCMS), the social learning management system (LMS) and the mobile platform. Prior to joining Kenexa, Scott was a co-founder and VP at OutStart. He held many roles at OutStart, among them being the chief architect for OutStart’s flagship product, the Evolution LCMS. Scott has almost 30 years of experience in designing, building, and consulting on complex systems and learning technologies, with extensive experience as a speaker and evangelist promoting learning technologies.

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224 Pushing, Validating, and Succeeding: Supporting the Workforce and the Business

12:45 PM - 1:45 PM Wednesday, June 10

301/302

Let’s support the WHOLE job. Provide what learners need even when they don’t know what they need. In discussions about training in the workplace, the focus is too often on the satisfaction of the learner or worker. It is time to turn our attention to other stakeholders—business leaders and subject matter experts. A lot of time, attention, and money are often dedicated to ensuring the worker has the ability to search for and find answers to questions or guidance they need. However, when there are changes to systems, processes, markets, customers, equipment, environment, organization, or any aspect of the business, they may not even be aware they are missing information.

During this session, you will examine scenarios in which workers need a PUSH of information to them in order to complete their work easily and be compliant. You will also explore how the business leader or expert can push the information, validate receipt and comprehension, and rest easy knowing the risk to the business has been reduced.

Malcolm Poulin

Senior Director, Strategy and Market Relations

ANCILE

Malcolm Poulin, the senior director of product strategy for ANCILE Solutions, has been in the corporate learning and performance field for over 34 years. At ANCILE Solutions, Mal’s focus is on achieving business value by enabling learning and performance strategies. While at RWD and SAP Education for the prior 15 years he assessed customer business needs and market trends. The results have been new and different ways to address these needs and support companies in their mission of optimizing employee performance across the enterprise. For the preceding 16 years, Mal held several positions in education services at Digital Equipment Corporation.

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225 Evaluating the Efficacy of a Performance Support Solution

12:45 PM - 1:45 PM Wednesday, June 10

Lone Star H

There’s such a wide variety of EPSS solutions available today, ranging from job aids to just-in-time, context-sensitive support platforms. So what factors should you take into consideration when selecting the right solution for your organization, and once deployed, how can you determine the ROI on the solution you chose? Join us to answer these questions and hear from Time Warner Cable how they have measured the efficacy of performance support in their organization.

Francine Haliva

Head of Marketing

Kryon Systems

Francine Haliva, the head of marketing for Kryon Systems, has more than 20 years of high-tech marketing experience. She has managed marketing organizations in multiple SaaS companies, most recently at Panaya—a SaaS provider in the ERP field. Francine holds an MA degree in marketing.

Jennifer Acosta

Instructional Designer

Time Warner Cable

Jennifer Acosta is an instructional designer for residential services at Time Warner Cable. In this role she challenges herself to develop outside-the-box learning solutions for learners to access just in time as needed.

Michelle Kehoe

Manager, Instructional Design

Time Warner Cable

Michelle Kehoe is a manager of instructional design for residential services at Time Warner Cable. In this role she leads an instructional design team to develop new strategies and approaches for learning complex material. Michelle works daily to create better experiences for learners by applying technology innovation as an enabler. Utilizing education and skills in instructional design, facilitation, and project management, she has the experience to develop new strategies and approaches for learning. Michelle holds a master of education in training and performance improvement.

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321 Getting the Most Out of Mobile in Performance Support

2:30 PM - 3:30 PM Wednesday, June 10

Lone Star F

At first blush, the mobile platform seems like an ideal performance support delivery approach. First, there is an audience in need of training reinforcement as they return to the workplace after instructor-led and eLearning formal training. Secondly, nearly everyone has a mobile device in their possession—even on the job—these days, whether it is their personal device or supplied by the enterprise. The good news is that it truly is an ideal performance support opportunity. Learners need useful content on the job and at the time of need. The bad news is that there are a myriad of ways to do it wrong or ineffectively.

In this session you will explore the many disciplines needed to undertake a mobile learning performance support initiative. You will examine the many facets of effective mobile performance support and how you can leverage it to be a part of a powerful training curriculum. You will explore a useful checklist of the many important considerations involved in an effort of this type. You will leave this session with a greater confidence that you can implement engaging and useful mobile performance support in your organization.

In this session, you will learn:

  • Fundamental practices for effective mLearning
  • How the mobile platform is an ideal stage for performance support
  • The importance of learning and understanding user experience in a performance support context
  • How to leverage the unique affordances of mobile devices such as geolocation
  • How social collaboration plays a role in this approach to training

Audience:
Novice and intermediate designers, developers, managers, project managers, and VPs.

Technology discussed in this session:
Invision and Stellar.

Scott McCormick

CEO

Emergent Enterprise

Scott McCormick is a national speaker, CEO, editor and writer. In a 30+ year career he has helped launched three companies including his current business, Emergent Enterprise. He has spoken at ATD CETS Showcase, Learnaplaooza, Augmented World Expo, LiveWorx, Realities360,, and XR Immersive Enterprise 2020. Scott speaks and consults on topics such as emergent technology adoption strategy and user experience and is editor of emergent-enterprise.com, the tech news and insight website. He was featured in the 2019 eBook, What is Augmented Reality? and has delivered strategy webinars and onsite presentations to leaders in healthcare, manufacturing, hospitality, and consulting.

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322 Ensuring Performance at The Hartford Through Blended Learning and Performance Support

2:30 PM - 3:30 PM Wednesday, June 10

Lone Star H

Front line insurance sales and customer service representatives typically have only a cursory knowledge of the back end claims systems and workflows. But today‘s business insurance customers are asking increasingly difficult questions and demanding clear competitive differentiation. How does a large, dispersed organization such as The Hartford provide claims systems and process support to non-claims personnel?

In this session participants will learn how The Hartford tapped into the “Strategies for Learning in the Workflow” (from Gottfredson & Mosher’s book Innovative Performance Support) to design a blended learning and performance support strategy. You will discover how this approach provided staff with the support needed to answer challenging customer questions. You will examine how the existing resource of Microsoft SharePoint was used to enable performance support.

In this session, you will learn:

  • How to design an innovative blended learning and performance support strategy
  • A strategy for sharing across corporate pillars and job boundaries
  • How The Hartford armed sales and customer support staff to answer tough customer questions
  • A creative approach to performance support utilizing Microsoft SharePoint

Audience:
Intermediate designers, developers, managers, and VPs.

Technology discussed in this session:
SharePoint.

Chris Willis

Director, Product Content

eLearning Brothers

As a creative instructional designer and business consultant, Chris Willis boasts more than 20 years of experience working remotely, leading geographically diverse teams to solve a wide range of business challenges for large enterprise clients. Chris is currently the director of product content for eLearning Brothers, a global leader in corporate learning technology and custom training development solutions. She holds a BS in arts & media from Grand Valley State University.

Mark Wagner

Vice President Claims Learning

The Hartford

Mark Wagner is the vice president of claims learning at The Hartford, where he works as a talent development strategist servicing learning and the organizational development arena in a variety of corporate and field settings. He is adept at using technology in creative ways for leadership and staff development.

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323 The Acquisition Learning Model: Our New Performance Support Learning Strategy

2:30 PM - 3:30 PM Wednesday, June 10

301/302

Defense Acquisition University’s (DAU) mission and vision require more than just training. Its mission requires it to provide the award-winning certification training that DAU is known for. For these professionals to be truly successful, however, its mission also requires it to serve them well beyond their last certification class with learning assets such as knowledge sharing and mission assistance. DAU’s vision is to continue to be successful in the future by improving all three domains of its new acquisition learning model, and integrating those domains to create the best possible learning environment, combining and focusing all activities on individual and organizational performance.

In this session participants will explore DAU’s new learning strategy, the acquisition learning model (ALM). You will discover how the ALM recognizes that DAU provides the workforce with three types of learning that are distinct, but that must support each other. You will explore each type of learning, including foundational learning, workflow learning, and performance learning. Participants will leave this session understanding how the ALM keeps every member of the DAU team completely focused on the success of our customers and helps us become one of the world’s very best in performance support.

In this session, you will learn:

  • How to align your learning strategy to a performance support role
  • How to implement your performance support strategy
  • DAU‘s best practices and lessons learned in its implementation
  • How to get senior leadership buy-in and commitment for performance support

Audience:
Intermediate and advanced designers, developers, managers, and project managers.

Technology discussed in this session:
N/A.

Chris Hardy

Director of Global Learning & Technology Center

Defense Acquisition University

Chris Hardy, Ph.D., is the director of the Global Learning and Technology Center of the Defense Acquisition University (DAU). As such, his mandate is to take the Defense Acquisition University (DAU) to the next level, leveraging technology and learning innovation to usher in DAU’s “second transformation.” Previously, as DAU’s strategic planner, he helped provide the road map for DAU’s rise to prominence. This story is recounted in the book Leading a Learning Revolution: The Story Behind DAU’s Reinvention of Training. Chris holds a Ph.D. from Virginia Polytechnic Institute and State University. Prior to joining DAU, he worked both in government and private industry.

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324 Performance Support: It’s All About the Bottom Line

2:30 PM - 3:30 PM Wednesday, June 10

Lone Star G

Employee errors are no joke! Simple mistakes can affect customer satisfaction while refunds or returns affect the bottom line. While changing human behavior to reduce common mistakes in the work process is the ideal, sometimes you simply can’t. When faced with this challenge, Deluxe Corp. looked to performance support for an answer.

In this case-study session you will explore how Deluxe Corp. implemented performance support within the sales process to facilitate order processing. You will discover how this approach led to first-day representatives with “less to do, and less to remember” while at the same time improving accuracy, handling times, productivity, time to competency, customer experience, and of course, sales! You will leave this session with an increased awareness of the business value of performance support and how it can help organizations better achieve their goals.

In this session, you will learn:

  • How learning and development teams can be true business partners
  • How performance support can deliver business results
  • Lessons from a real-life example of the positive effect of performance support on a sales organization
  • How to build the business case for performance support

Audience:
Novice and intermediate managers, project managers, and VPs.

Technology discussed in this session:
Leo Performance Support platform.

Francine Haliva

Head of Marketing

Kryon Systems

Francine Haliva, the head of marketing for Kryon Systems, has more than 20 years of high-tech marketing experience. She has managed marketing organizations in multiple SaaS companies, most recently at Panaya—a SaaS provider in the ERP field. Francine holds an MA degree in marketing.

Mark McCarthy

Director, Sales Competency & Training

Deluxe Corporation

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325 Everyone Should Be an SME. Let’s Be Enablers!

2:30 PM - 3:30 PM Wednesday, June 10

310/311

Our ultimate goal is for everyone to be an expert. How can we lose? Guide it with an effective strategy. Execute it on a solid platform.

There is a lot of buzz about crowdsourcing of content to enable learning and support performance of colleagues. There is a difference between subject matter experts (SMEs) and members of the crowd. The difference is the word expert. During this session we will discuss methods to identify these experts as well as enable and oblige them to channel their knowledge and guidance to those who need to know.

A solid platform is vital for SMEs to easily compose content for their colleagues in their language, their context, in the “best” formats to consume, and in a constant timeframe. As SMEs, they are accountable to enable the best performance possible. As learning professionals, we are accountable to provide them the strategy, guidance, and technologies to easily do their jobs. We will also discuss these technologies to enable the strategy.

Malcolm Poulin

Senior Director, Strategy and Market Relations

ANCILE

Malcolm Poulin, the senior director of product strategy for ANCILE Solutions, has been in the corporate learning and performance field for over 34 years. At ANCILE Solutions, Mal’s focus is on achieving business value by enabling learning and performance strategies. While at RWD and SAP Education for the prior 15 years he assessed customer business needs and market trends. The results have been new and different ways to address these needs and support companies in their mission of optimizing employee performance across the enterprise. For the preceding 16 years, Mal held several positions in education services at Digital Equipment Corporation.

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421 Micro-learning for Performance Support Using MVC: Mobile-video Collaboration

4:00 PM - 5:00 PM Wednesday, June 10

Lonestar F

Delivering precise information in real time is vital in successful implementation of any performance support strategy or system. Due to the on-demand and just-in-time nature of performance support, pre-defined and structured content results in multiple issues including undesired performance, pushing irrelevant information, lack of interest, and more. Knowing that linear learning is not capable of fulfilling performance support needs, many organizations are unsure about choosing the right path for creating content.

In this session you will learn how you can use micro-learning effectively to prepare content for performance support. You will discuss three key aspects—mobility, video, and collaboration (MVC)—which help in achieving performance support requirements. You will examine the importance of various mobile features, the role of video content, and the need of crowd-sourcing for knowledge collaboration in performance support solutions. You will leave this session understanding how MVC is helping provide performance support effectively in area like sales training, product training, on-the-job aids, and more.

In this session, you will learn:

  • The importance and application of bite-sized knowledge chunks in performance support
  • To visualize micro-learning as a complete solution to providing performance support
  • The effectiveness of mobility to deliver video based interactive and rich content
  • The role of crowd sourcing in knowledge generation and knowledge sharing for improved performance support
  • Lessons from a case study that demonstrates an implementation of micro-learning and MVC

Audience:
Novice to advanced designers, developers, managers, project managers, and VPs.

Technology discussed in this session:
Next-generation video delivery platforms, mobile devices, and technologies, a collaboration platform for content creation, and micro-learning techniques.

Umesh Kanade

General Manager—Technology Solutions

Harbinger Systems

Umesh Kanade is a general manager of technology solutions at Harbinger Systems. With more than 15 years of experience, Umesh has been actively involved in designing technology solutions with innovation and passion for a variety of businesses across the US. Umesh heads the proposal engineering function at Harbinger. He has been instrumental in driving the research and development portfolios and is part of designing and delivering enterprise solutions for the health care, human capital management, and eLearning industries. With expertise on the latest mobile, cloud, and big data technologies, Umesh is recognized as an expert in design and product development. He holds a bachelor’s degree in computer engineering.

Maheshkumar Kharade

Associate Architect

Harbinger Systems

Maheshkumar Kharade is an associate architect at Harbinger Systems and a member of the company’s technology forum and proposal engineering group. He is an active contributor in the technology arm of Harbinger’s marketing division. Maheshkumar has over eight years of experience in the design and development of enterprise applications in the business intelligence, health care, and eLearning domains. His core technology expertise is in Java, J2ee, Java frameworks and libraries, Android, big data, and the cloud. He is frequently invited as a guest speaker at management colleges and universities. Maheshkumar holds a bachelor’s degree in information technology from Pune University.

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422 Using Workflow Performance Support to Replace or Enhance Traditional Training

4:00 PM - 5:00 PM Wednesday, June 10

Lone Star G

If you only have to perform a task once a year will you remember what you need to do from the 30 minute online course you took last year? Learning professionals are often asked by stakeholders to create an online course, and we often realize a course is not the best solution. We need to ensure that people can find the resources they need to successfully complete a task at the time they need to do it, and we need to make stakeholders understand this need as well.

In this session participants will learn how one organization was able to deliver work flow performance tools that gave workers what they needed to successfully complete tasks when and where they needed support. You will explore case studies examining how the organization was able to convince stakeholders that traditional training courses were not the best solution for the need. Participants will discover how performance support tools allowed workers to find the information they needed to know and receive support to complete the steps they needed to take.

In this session, you will learn:

  • How to influence your stakeholders so they understand a performance support tool is the best solution
  • How to author and host interactive performance support using common development resources
  • Practical tips to create your own workflow performance support tool
  • Different ways to balance performance support tools with formal (and trackable) training

Audience:
Novice designers, developers, and managers

Technology discussed in this session:
Articulate Storyline, SharePoint

Kristi Nokken

Instructional Design Consultant

UnitedHealth Group

Kristi Nokken is an instructional design consultant at UnitedHealth Group. Kristi has more than 15 years of experience developing and delivering eLearning and classroom training in the health care services, retail, and higher education industries. She has created eLearning, as well as virtual and classroom training, in a variety of different subject matters. Kristi holds a master's degree in international development education from the University of Minnesota and in 2011 completed a master's-level eLearning certificate program at the University of St. Thomas.

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423 From Seattle to Delhi: On-demand Performance Support Across Time and Space

4:00 PM - 5:00 PM Wednesday, June 10

Lone Star H

Subject matter experts have deep content knowledge, but too-often default to lecture-based methods of training delivery. This results in a poor learner experience during the session and rarely translates to an on-the-job behavior change as a result of these sessions. Even when SMEs are trained and motivated to design better learning experiences, they often reverted to lecture-based instructional techniques and one-off training interventions when they were called upon to deliver future training workshops.

In this session participants will explore a case study detailing SightLife‘s experience with a system designed to provide subject matter experts in our field offices with on-demand instructional design support. You will discover how this support has resulted in a sustained change in the way learning interventions are designed in SightLife‘s India-based field operations. You will leave this session able to identify transferable lessons that can be applied to your own situations and then develop a strategy to implement these lessons.

In this session, you will learn:

  • Three lessons learned about what NOT to do when implementing a new performance support system
  • Three key elements to a successful performance support system
  • How to transfer SightLife‘s experience in performance support to your own context
  • How to identify a variety of appropriate technologies (some low or no cost) in order to support performance across the globe

Audience:
Novice and intermediate designers, developers, and managers.

Technology discussed in this session:
N/A.

Mary Cropp

Senior Director, Employee Effectiveness

Siteimprove

Proudly hailing from the great state of New Jersey, Mary Cropp has made her home in Seattle for the past 20-plus years. Mary has spent her career in adult learning, moving from academia to the corporate training world, and has been fortunate to work on a global level, training people around the world on such diverse topics as organ donation, data literacy, leadership development, how to sew a new cornea onto an eye(!), or how to build a Bluetooth beacon. Mary is a PROSCII-certified change practitioner as well as an ICF-certified coach.

Brian Washburn

Global Learning & Development Manager

SightLife

Brian Washburn, the global learning and development manager of SightLife, has been working in the field of learning and development for over 16 years, having delivered training to audiences in North and South America, Europe, Asia, Africa, and the Middle East. He holds a master's degree in organization development, and in 2011 Training Magazine named him a top young trainer.

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424 How to Leverage Retention Science for Effective Sales Performance Support

4:00 PM - 5:00 PM Wednesday, June 10

301/302

With employees unable to retrieve up to 90 percent of information from initial onboarding, organizations need a way to reinforce training programs for maximum knowledge retrieval and provide support to ensure reps are fully productive, all at less cost. Moreover, learning management systems are not innate to the daily rituals of workers and as a result, there is a disconnect between training and the workforce.

In this session you will explore the role retention science can play in facilitating the two stages of knowledge as a content source for performance support design and delivery. You will learn how this approach has been applied in sales environments and proven to increase sales productivity and business outcomes. You will discover how to create sales support in ways that support how sellers learn, retain, and apply support content. You will also learn how to use technology to extend the onboarding process to a scalable, just-in-time support model for sales organizations.

In this session, you will learn:

  • How to design efficient and effective sales performance support content using retention-science methodologies
  • How to effectively deliver sales support content where and when sales will use it
  • Real-world examples of how top selling organizations have used and benefited from a retention-science approach
  • How to seamlessly carry forward sales support from onboarding and integrate it into sellers’ daily activities

Audience:
Novice and intermediate designers, managers, and project managers working in a sales environment.

Technology discussed in this session:
CRM systems, mobile technology, and marketing automation systems.

Chanin Ballance

CEO

MobilePaks

Chanin Ballance brings years of technology, business management, and marketing experience to her role as CEO at MobilePaks, a marketing and sales-enablement software solution provider. Chanin is a frequent speaker on the topics of learning, mobile engagement, and sales-enablement solutions. Her expertise has been featured in Selling Power, Channel Partners, Chief Learning Officer, Inc., MarketingProfs, and Sales & Marketing Management magazines.

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425 Fundamental Guiding Principles of Performance Support for IT and Non-IT Programs

4:00 PM - 5:00 PM Wednesday, June 10

310/311

The fundamental guiding principles of performance support. What are they, and how can you successfully implement them in the workflow for both IT and non-IT programs? This session will be about practical, real-world examples of how to support your workforce across all Moments of Need.

Looking for best practice approaches on how to design and deliver effective performance support for IT and non-IT programs? Then this is a must-attend session for you. Join us to learn more and perform better! 

Robert Bezemer

CEO

AskDelphi

Robert Bezemer, the CEO of AskDelphi, has been helping large multinational organizations implement effective learning and performance solutions throughout his career. At AskDelphi, Robert translates this practical experience into building the leading best-practice-based and user-centric performance support software platform.

Marco Tiemersma

Senior Consultant

MTAC

Marco Tiemersma is a senior consultant at MTAC, a leading German learning provider focused on strategic management topics. Starting his career as a high-school teacher, followed by many years of standing in front of a classroom as a professional trainer, Marco has dedicated the past 10 years of his career to designing performance support solutions across the five moments of need.

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GS2 Learning in the Networked-community Age

8:30 AM - 10:00 AM Thursday, June 11

JW Grand 1 – 5

Technology continues to change how organizations operate and workers learn and receive the support they need to perform on the job. The rapidly evolving state of technology is transforming the workplace, and today’s learning and performance professionals need to understand this transformation and adapt our practices for the workplace of tomorrow. In this thought-provoking keynote, Allison Cerra will examine the trends that are changing the behavior and purchasing habits of the enterprise, including mobility, the cloud, big data, and collaboration. She will explore the opportunities and challenges these trends pose for organizations and their employees, as well as the impact of living in an age where personal technology rivals that found in the workplace.

Allison Cerra

Technology and Marketing Expert

Allison Cerra is a leading expert in how technology is influencing the way we work, live, and play. With more than 15 years of experience leading marketing organizations for some of the world’s largest technology companies, Ms. Cerra brings a practical approach to demystifying the confluence of significant technology trends and signaling where these forces could lead cultures in the future. She recently co-authored Transforming Business: Big Data, Mobility and Globalization, which is based on extensive research involving employees and elite college recruits from across the United States and China. Ms. Cerra was named to the “40 Under 40” lists of Global Telecoms Business and the Dallas Business Journal and was honored by the Dallas/Fort Worth chapter of the American Marketing Association as CMO of the Year for 2011.

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F1 The Future of Performance Support: A Conversation with Allison Cerra

10:45 AM - 11:45 AM Thursday, June 11

Lone Star FGH

The renewed interest in performance support is powered by advancements in technology that enable workers to receive support in the context of work. As technology continues to advance at an ever-increasing rate, more opportunities to provide performance support will emerge.

In this featured session, available exclusively to Performance Support Symposium attendees, you will have the opportunity to participate in a conversation with our keynote speaker, Allison Cerra. You will discuss the evolving landscape of technology and how it is changing human behaviors related to information, problem solving, and more. Bring your questions, and explore the future of performance support.

David Kelly (Host)

Chairman

The Learning Guild

David Kelly is the Chairman of the Learning Guild. David has been a learning and performance consultant and training director for over 20 years. He is a leading voice exploring how technology can be used to enhance training, education, learning, and organizational performance. David is an active member of the learning community, and can frequently be found speaking at industry events. He has previously contributed to organizations including ATD, eLearn Magazine, LINGOs, and more.

Allison Cerra

Technology and Marketing Expert

Allison Cerra is a leading expert in how technology is influencing the way we work, live, and play. With more than 15 years of experience leading marketing organizations for some of the world’s largest technology companies, Ms. Cerra brings a practical approach to demystifying the confluence of significant technology trends and signaling where these forces could lead cultures in the future. She recently co-authored Transforming Business: Big Data, Mobility and Globalization, which is based on extensive research involving employees and elite college recruits from across the United States and China. Ms. Cerra was named to the “40 Under 40” lists of Global Telecoms Business and the Dallas Business Journal and was honored by the Dallas/Fort Worth chapter of the American Marketing Association as CMO of the Year for 2011.

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621 Exploring the Performance Support Maturity Model

12:45 PM - 1:45 PM Thursday, June 11

Lone Star F

Performance support is a journey, not a destination. What works for an organization that is just starting down this road looks very different from what works for an organization that has been effectively utilizing performance support strategies for years.

In this panel discussion you will explore a performance support maturity model that provides structure around what performance support looks like within an organization over time. You will examine the types of resources and approaches that work at each level and share strategies that help you, and your organization, advance further along the model over time.

In this session, you will learn:

  • What the performance support maturity model is
  • How to identify where you and your organization are in your performance support journey
  • What resources are needed at different levels of maturity
  • Strategies that will help you progress further along the model

Audience:
Intermediate and advanced managers and directors.

Technology discussed in this session:
N/A

Carol Stroud

Partner

Saxon Bay Consulting

Carol Stroud, M.E.D., is the owner of Saxon Bay Consulting. Carol has been involved with learning for many years, including 15 years as an instructional designer. She’s been a curriculum developer, technology liaison, and a rapid-task-analysis instructor, the latter in collaboration with Dr. Conrad Gottfredson, chief learning strategist of APPLY Synergies. Carol also served as a learning and performance support strategist with numerous health authorities in British Columbia.

Molly Petroff

Education Specialist

Saint Vincent Hospital

Molly Petroff, an education specialist at Saint Vincent Hospital, is the architect of performance support (PS) at the hospital and has implemented several PS solutions focusing on the moment of apply for health system associates. She has worked in staff development for over 25 years, focusing the last 15 years on online learning technologies and the last five years primarily on PS design and development. She has authored numerous eLearning programs and PS solutions for in-house delivery and for other institutions. Molly, an RN, holds a BSN in nursing, an MEd in adult education, and certificates in eLearning instructional design and 5MoN design.

Jeremy Smith

Senior Learning Solutions Manager

Herman Miller

Jeremy Smith, a senior learning solutions manager at Herman Miller, focuses on learning strategy, change management consulting, and global shared learning services under the umbrella of talent management. Jeremy has been a corporate learning professional for over 20 years, and during that time has played a leading role in learning organizational structure, infrastructure, design and development, governance, measurement, and resourcing strategies. For more than seven years Jeremy has led the effort to introduce and operationalize performance support strategies and systems at Herman Miller, including solutions for IT applications, product introductions, corporate competencies, talent planning, and management skills.

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622 What, Why, When, and Where: Building a Business Case for Performance Support

12:45 PM - 1:45 PM Thursday, June 11

Lone Star H

Performance support has become an ever-more powerful proposition with the advent of mobile devices that can deliver to learners wherever they are. It can help learners apply what they have learned back in the workplace or even replace the need for upfront training. And the future is exciting, because mobile performance support will be adaptive and contextual, turning iDevices into a combination of coach and personal assistant, and bridging the gap between the classroom and the workplace. But getting started isn‘t always easy.

In this session participants will learn why designing performance support requires a new way of thinking and a new way of working. You will explore strategies for making the case for the change. You will see examples from organizations who are already delivering performance support, from simple but effective methods to more complex solutions offering adaptive and contextual support. You will also be given a model that will take you through a series of key steps to get up and running.

In this session, you will learn:

  • How to easily achieve multi-device delivery
  • How mobile can deliver performance support
  • Important design considerations for contextual mobile performance support
  • What organizations are already doing to deliver mobile performance support

Audience:
Intermediate designers, developers, and managers.

Technology discussed in this session:
Mobile, PC, and tablet.

Imogen Casebourne

Director of Learning

LEO

Imogen Casebourne, in her role as director of learning at LEO, works with the learning design team to ensure that LEO’s learning solutions remain cutting edge and evidence-based. Imogen plays a key role in LEO’s thought leadership program and is closely involved with LEO’s Civil Service Learning (CSL) partnership; her work with CSL was recognized at the 2013 E-Learning Age Awards. Imogen is an expert in the field of learning technologies and is currently studying part-time for a doctorate in education at Oxford University with a focus on the use of mobile technology. Imogen has designed solutions for tablets and smartphones and led the team that won gold for Best Use of Mobile Learning at the E-Learning Awards in 2012.

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623 Will They Stay or Will They Stray? Strategies to Boost Engagement

12:45 PM - 1:45 PM Thursday, June 11

Lone Star G

As we move, albeit haltingly, to more independent and technology-enabled learning and performance support, participants enjoy choice. Lots of it. They choose to participate, engage, and contribute. Or they can choose to skip your learning program entirely.

In this session you will explore the significant problem of drop outs and tune outs in the context of the very organizations that are attempting to add more independence, agency, and informality to their offerings. You will discuss what organizations and leaning and development professionals can do to avoid this problem by examining what the literature says about engagement in general, and in learning in particular.

In this session, you will learn:

  • Five strategies for enhancing learning engagement
  • Views on organizational engagement
  • From literature on engagement
  • How to apply what we know about engagement to your work

Audience:
Intermediate designers, developers, project managers, and managers.

Technology discussed in this session:
N/A

Allison Rossett

Principal

Allison Rossett & Associates

Dr. Allison Rossett, long-time Professor of Educational Technology at San Diego State University, is in the Training magazine HRD Hall of Fame, and was a member of the ASTD International Board of Directors. Recipient of ASTD’s recognition for lifelong contributions to workplace learning and performance and designated a 2008 LEGEND, Allison co-authored Job Aids and Performance Support: Moving from Knowledge in the Classroom to Knowledge Everywhere and a new edition of her book, First Things Fast. Rossett edited The ASTD E-Learning Handbook: Best Practices, Strategies, and Case Studies for an Emerging Field. She also wrote a white paper for the American Management Association, Blended Learning Opportunities and another, on learner engagement, for Adobe Systems. Allison’s client list includes IBM, HP, Ingersoll Rand, the Getty Conservation Institute, Fidelity Investments, Kaiser Permanente, BP, the IRS, Amgen, Royal Bank of Scotland, USAA, National Security Agency, Transportation Security Administration, and several eLearning start-ups. Allison was awarded the Guild Master Award in 2013 for her accomplishments and contributions to the eLearning community.

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624 Designing a Performance Support Solution on a Shoestring

12:45 PM - 1:45 PM Thursday, June 11

301/302

You need a performance support solution, but getting approval to implement a larger, more costly solution takes time—if you have the budget at all. But maybe you don’t need the larger, more costly system. Maybe you can start your performance support journey using tools you already have available.

In this session you will explore how using open-source-based products can help you launch and support your audience without breaking the bank. You will learn from demonstrations on how to use these tools to prototype and test a concept to develop the best workflow and meet your audience’s needs. You will receive a breakdown of open source and free technologies that can be used to build a solution with a minimal or zero budget. You will leave this session understanding what’s needed, and how to plan, demonstrate, and launch working versions of several key performance support tools that you can model and implement within your organization.

In this session, you will learn:

  • Which open source tools and apps you can utilize to launch a performance solution(s) with no budget
  • How WordPress works and how to get started in designing a solution to meet your needs
  • Several examples of common challenges and how you can easily solve them with open source tools
  • How to deal with design and technology solutions
  • Five ways to improve your performance support solutions
  • How a responsive solution can simultaneously support both your mobile and desktop users

Audience:
Novice and intermediate designers, developers, and managers.

Technology discussed in this session:
WordPress, WordPress plug-ins, HTML5, PhoneGap, GoogleDocs, and responsive frameworks.

Nick Floro

Learning Architect/Imagineer

Sealworks Interactive Studios

Nick Floro, a co-founder and learning architect at Sealworks Interactive Studios, has over 25 years of experience developing learning solutions, applications, and web platforms. Nick is passionate about how design and technology can enhance learning and loves to share his knowledge and experience to teach, inspire, and motivate. As a learning architect, Nick gets to sketch, imagine, and prototype for each challenge. He has worked with start-ups to Fortune 500 companies to help them understand the technology and develop innovative solutions to support their audiences. Nick has won numerous awards from Apple and organizations for productions and services.

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625 W.W. Grainger’s Strategy for Shifting the Knowledge-transfer Needle from Traditional Training to Performance Support for a Multi-national ERP Deployment

12:45 PM - 1:45 PM Thursday, June 11

310/311

W.W. Grainger, a global industrial supply distribution company with thousands of users across 369 branches, 15 distribution centers, and a growing online presence, needs to prepare their end-users for a big change: an SAP Enterprise Resource Planning (ERP) deployment supporting the business in Mexico and Canada. Multiple geographically dispersed locations make traditional instructor-led training expensive, complicated, and risky.

Grainger has chosen an advanced system cloning tool to avoid live training environments, and a state-of-the-art EPSS tool, Assima’s Vimago, to move the knowledge-transfer needle from traditional training to performance support. The project has a significant focus on Adoption of the new systems. Beyond online help, Grainger will also leverage the EPSS system to provide real-time analytics for end-user adoption. In this session you will hear Grainger’s business case and adoption approach as they progress through their EPSS strategy, project planning, securing stakeholder buy-in, and deployment planning.

Jeff Merrill

Training Manager

WW Grainger

Jeff Merrill, the training manager at WW Grainger, is experienced at managing global training initiatives. He is currently leading the training development and delivery effort on a multicounty SAP implementation. Jeff has been with Grainger for almost two years, and is an SAP-certified trainer with experience in change management and communications.

Paul O Keeffe

Managing Director

Accenture

Paul O'Keeffe is a managing director with Accenture, where he leads the team that delivers change measurement solutions for Accenture clients. Paul has been with Accenture for 20 years and specializes in change management, training, talent management, and business readiness. Paul’s clients include a number of major US manufacturers, including Harley- Davidson and Case New Holland.

Barry Smith

Client Partner

Assima

Barry Smith, a client partner at Assima, has an extensive background with supporting enterprise systems through change management, business analysis, business process re-engineering, project management, end-user performance strategy, and training delivery. Barry has over 15 years of project management experience, spanning industries including pharmaceutical, government, manufacturing, beverage, defense, and energy. His current focus is helping clients leverage advanced software cloning technologies to optimize enterprise system implementation and end- user performance. Barry holds a bachelor of science degree in mechanical engineering from the University of Texas at Austin.

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721 Creating Effective Tribes: Performance Support Through Social

2:30 PM - 3:30 PM Thursday, June 11

Lone Star G

When formal learning finishes, we release learners back into their everyday reality, back into a structure that includes both formal hierarchies of support as well as social structures we can call “tribes.“ These are the communities where workers make sense of the learning and rehearse new behaviors. But we don‘t have to leave this to chance. If we understand how these tribes form, how these communities work, and the types of roles we play in them, we can better support learners in these sense-making activities. All too often, we rely on the technology to do this, while in reality it‘s a social issue. Technology can‘t deliver great performance support without functioning communities, coherent tribes behind it.

In this session participants will explore the role and purpose of these communities, as well as the differences between formal, visible tribes and hidden social ones. You will look at a three-stage model of development: forming tribes, guiding them, and narrating the results, where we take the learning out and share it more widely. You will also look at issues of trust and integrity between organizations and individuals which are vital in the establishment and high functioning of these tribes.

In this session, you will learn:

  • How tribes can support sense-making once formal learning is complete
  • How to form these communities, guide the learning, and narrate the results
  • How to increase effectiveness through this approach
  • How to moderate and support in these spaces
  • The role of social collaborative technologies

Audience:
Novice to advanced designers, developers, and managers.

Technology discussed in this session:
N/A.

Julian Stodd

Author and Founder

Sea Salt Learning

Julian Stodd is an author and founder of Sea Salt Learning, a global learning consultancy helping organizations adapt and thrive in the social age. Much of his consultancy work is around the need for social leadership, the design of scaffolded social learning, planning for organizational change, and the impacts of social collaborative technology. Julian comes from an academic background in communication theory, psychology and neurophysiology, learning design, educational psychology, museum education, and philosophy. He is a proud global mentor with the Cherie Blair Foundation for Women, and a Trustee of Drake Music, a charity that works to break down disabling barriers to music through education and research. He was awarded the Learning Performance Institute’s Colin Corder Award for Services to Learning in 2016. He has written 10 books, including The Social Leadership Handbook, Exploring the World of Social Learning, and A Mindset for Mobile Learning.

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722 How to Build a Successful Performance Support Strategy for Sales

2:30 PM - 3:30 PM Thursday, June 11

Lone Star H

Delivering performance support tools for sales can be a challenge. There are many approaches to consider, departments to align, and technology options to decipher, all in an effort to create a strategy and provide resources that will effectively support the performance of sales reps. A successful performance support strategy is absolutely critical for optimal sales productivity.

In this session you will walk through the process of creating a learning and performance support strategy for sales by collaborating with your sales and marketing teams. You will discuss how to analyze current technology infrastructure, mobile capabilities, and support processes. You will identify gaps in existing practices and strategies. You will learn how to devise a plan to radically shift the productivity of your sales forces. Additionally, you will explore ways to bridge the gaps between on-the-job learning, performance support needs, and sales and marketing support.

In this session, you will learn:

  • How to separate core learning from continuous learning and why it’s important
  • How to integrate performance support with continuous education and the positive impact that can come as a result
  • The key requirements for aligning learning with sales and marketing and why it is critical for these departments to work together
  • The key components of a successful technology strategy and how to apply them
  • How to build an ecosystem and culture focused on providing continuous learning and performance support

Audience:
Novice to advanced designers, developers, and managers.

Technology discussed in this session:
Mobile devices, computers, software, and mobile apps.

Nate Norman

VP, Products

Mobile Agility

Nate Norman, a vice president of products at Mobile Agility, has compiled a decade of experience working with sales processes and technology. A veteran speaker, he has shared his knowledge in a range of settings to groups of all sizes, including sales trainings, sales process improvements, and technology support in the mobile sales environment. Nate works with clients to develop innovative software solutions that improve the productivity of their sales forces. He holds a bachelor’s degree in business administration from Western Michigan University.

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723 Managing the Ebb and Flow of Performance Support Across the Enterprise

2:30 PM - 3:30 PM Thursday, June 11

301/302

We often describe the shift towards performance support as a linear journey, one that continues in a single direction. The reality is quite different. Over time an organization’s utilization of performance support rises and falls with the changing tides. Managing your journey over the course of time can be a challenge. 

In this session you will examine the opportunities and challenges of managing a performance support strategy in a business over an extended period. You will explore a case study in which performance support has been used in a large organization for over seven years. You will explore the impact of changes over time and the strategies that have been used with the greatest success. 

In this session, you will learn:

  • How performance support strategies evolve over time
  • How to manage performance support strategies when technologies change
  • How to manage performance support strategies when organizational priorities shift
  • How to manage performance support strategies when sponsors change

Audience:
Intermediate and advanced managers and directors.

Technology discussed in this session:
N/A

Jeremy Smith

Senior Learning Solutions Manager

Herman Miller

Jeremy Smith, a senior learning solutions manager at Herman Miller, focuses on learning strategy, change management consulting, and global shared learning services under the umbrella of talent management. Jeremy has been a corporate learning professional for over 20 years, and during that time has played a leading role in learning organizational structure, infrastructure, design and development, governance, measurement, and resourcing strategies. For more than seven years Jeremy has led the effort to introduce and operationalize performance support strategies and systems at Herman Miller, including solutions for IT applications, product introductions, corporate competencies, talent planning, and management skills.

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724 Finding Your Way to Usable Performance Support

2:30 PM - 3:30 PM Thursday, June 11

Lone Star F

In large organizations, learning and performance support content typically develops over time in an organic, ad-hoc fashion until one day the organization realizes it has an unmoderated mass of content stored on file servers, intranet sites, and the LMS. As a result, employees don’t know what’s available and can’t find the content they need when they need it, falling back on familiar and possibly incomplete, inaccurate, or outdated information. To the organization, the task of making this mass of content easily accessible, usable, and targeted to workflow performance can be daunting, to say the least. Where and how to start?

In this session you will explore how an organizational learning strategy provides guideposts for analyzing the performance support needs of its workforce through a structured set of tactics and tools. Using two rich case studies, you will examine the process that an organization can use to get a handle on its content issues and start developing solutions. The case studies address identifying mobile support needs for the national sales force of a healthcare insurer and determining content access requirements for field personnel of an agricultural products company.

In this session, you will learn:

  • Essential components in an organizational learning and performance-support strategy
  • A process for analyzing performance support needs
  • Methods and tools to analyze current and desired states of performance support
  • How to determine where to start implementing solutions to provide the most bang for the buck

Audience:
Novice and intermediate analysts, managers, directors, VPs, and CLOs.

Technology discussed in this session:
Intranets, LMSs, personal computers, smartphones, and tablets.

Susan Fisher

Lead Instructional Designer & Learning Consultant

Innovative Learning Group

Susan Fisher is a lead instructional designer and learning consultant at Innovative Learning Group. She has over 30 years’ experience designing and developing workplace learning and performance solutions, including instructor-led training, eLearning, mobile learning, reference, and performance support. She is also skilled in information architecture and learning portal design. Susan is a senior member of the Society for Technical Communication (STC) and a member of the International Society for Performance Improvement (ISPI). She is also an STC certified professional technical communicator, expert level. She holds bachelor’s and master’s degrees in fine arts from the University of Michigan.

Lisa Toenniges

CEO and Owner

Innovative Learning Group

Lisa Toenniges, the CEO and owner of the Innovative Learning Group, has 25 years’ experience in the performance improvement industry and has consulted with many companies about their learning and performance strategies and solutions. Lisa served as president of the International Society for Performance Improvement (ISPI) in 2013 – 2014 and also served a two-year term as a board member and treasurer of the organization. Lisa is a frequent speaker and panelist at performance improvement, instructional design, entrepreneur, and other business-related events. She is a Certified Performance Technologist (CPT) endorsed by ISPI.

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725 The Learning Is in the Doing: A Roundtable Discussion

2:30 PM - 3:30 PM Thursday, June 11

310/311

Strategize, design, develop, implement, integrate, roadbock!, re-strategize, re-implement … the realities of doing performance support unfortunately seldom match up with the idealized stories you hear. Join practitioners and leaders from KPMG, Wells Fargo, and Ontuitive in this candid conversation about learning by doing, about moving forward around roadblocks, about constant tinkering, and about some surprising successes, too.

Alphons van de Wal (Host)

Engagement Manager

Ontuitive Europe

Alphons van de Wal, an engagement manager for Ontuitive Europe, stood at the cradle of performance support systems in Europe in the late 1990s. In his role at Ontuitive Europe he advises a wide range of clients on EPSS and how to develop and embed Ontuitive’s EPSS in their own learning landscapes.

Diana Trombetta

Senior Manager—Audit

KPMG

Diana Trombetta, a senior manager of audit at KPMG, has 15 years of auditing experience; she has spent the last three years working with learning development as a technical reviewer and advisor. Diana specializes in audit methodology and is an active CPA in both NY and NJ. She holds a bachelor’s degree in accounting from the University of Maryland at College Park.

Jean Avison

VP, Learning and Development

Wells Fargo Treasury Management

Jean Avison is the VP of learning and development for Wells Fargo Treasury Management. Providing learning solutions to assist team members in gaining the knowledge that they need, when they need it, has been Jean’s passion for over 20 years. She spearheaded her division of Wells Fargo in the early adoption of eLearning and in 2014 did the same with performance support, to positive results.

Gaye Maust

Engagement Manager

Ontuitive

Gaye Maust, an engagement manager for Ontuitive US, has held various learning profession positions within multiple industries for over 20 years. She currently manages the development and implementation of performance support solutions for Fortune 500 companies.

Marti Chamberlain

Senior Solutions Consultant

Ontuitive

Marti Chamberlain, a senior solutions consultant at Ontuitive, develops performance support solutions, supports solution implementation, and represents her clients’ needs and interests to the product development team. Her end goal of all these efforts is always to enable her clients’ successful integration of performance support in their organizations.

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821 Speak No Evil: Using Voice-based Tools for Performance Support

4:00 PM - 5:00 PM Thursday, June 11

301/302

One of the biggest challenges in providing performance support solutions is trying to figure out how to perform the user experience with little effort on the user. By giving users access to what they need when they need it with just their voice, you remove the barrier of needing to physically interface with a device. The future of voice-based searching, data collection, and biofeedback will help accelerate the adoption of the tools that provide a quick ROI for the organization.

In this session you will explore several examples of organizations using voice-based performance support tools. You will participate in utilizing some of these applications during the session to experience first-hand how they work, explore how voice-based interfaces can measure performance in ways that have been previously unavailable, and leave this session understanding voice-based tools and how they can support your performance support initiatives.

In this session, you will learn:

  • How advanced voice-based technologies have come from the initial days of Siri
  • How to use a check list of the types of learning applications best suited for voice enablement
  • How you can measure what you say and how you say something for ongoing feedback
  • How to decide which voice-based solution might fit into existing applications

Audience:
Novice to advanced designers, developers, and managers.

Technology discussed in this session:
A variety of voice-based solutions utilized in warehouses, call centers, field sales employees, and consumer applications.

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822 Call It Anything But Performance Support

4:00 PM - 5:00 PM Thursday, June 11

Lone Star G

Adopting an embedded performance support (EPS) strategy is unlike most other learning initiatives because it involves a paradigm shift from learning to performance. As such, the presence of change—potentially transformational change—becomes a significant restrainer when attempts are made to disrupt familiar methodologies. In other words, the problem is effectively positioning the solution.

In this session you will explore the challenge of positioning—or selling—disruptive EPS methods and tactics in a non-threatening way by leveraging familiar aspects of learning design and development methods. You will discuss a real scenario where internal positioning worked by NOT talking about performance support. Participants will focus on how to build the case for EPS by avoiding the jargon that so easily comes to mind and instead focusing on the performance outcomes that will drive the business forward.

In this session, you will learn:

  • How to change the conversation from training to performance
  • How to scope a pilot proof of concept
  • How to extend discovery into the point of work
  • How to dig for the right performance metrics
  • How to leverage and protect existing technology investments

Audience:
Novice to advanced designers, developers, managers, projects managers, and VPs.

Technology discussed in this session:
N/A.

Gary Wise

Founder/Principal Strategist

Human Performance Outfitters

Gary Wise, the founder and principal strategist at Human Performance Outfitters, is a workforce performance strategist and coach with performance consulting fueling his foundational discipline and perspectives. He is a 30- plus-year veteran of corporate L&D gigs and is now a Point-of-Work consultant and coach. Gary’s experience includes several performance support system integrations. He speaks at many local and national events, is a longtime blogger, and advocates for changing things mired in outdated paradigms. He recommends disruptive solutions that normally accompany shifting paradigms.

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823 Performance Support: Taking It Further

4:00 PM - 5:00 PM Thursday, June 11

Lone Star H

You’ve heard about performance support and hopefully tried a small project or two. Or maybe you’re excited by the idea and want to accelerate its growth in your organization. Once you get to initial buy-in, either just within your team or with a small group of initial clients, what’s next?

In this session you will explore several next steps in your performance support journey, including how to sell the idea to your clients and stakeholders. You will look at the positioning of performance support in the learning and performance ecosystem and see how other ecosystem components, like social media, knowledge management, and mLearning can help take it further. You will also discuss some ideas for turning performance support into a part of your business model.

In this session, you will learn:

  • How to sell performance support to your stakeholders
  • Where performance support fits in the learning and performance ecosystem
  • How to take performance support efforts further
  • How to integrate performance support into your organization’s business model

Audience:
Novice to advanced designers, developers, project managers, and managers.

Technology discussed in this session:
Social media, knowledge management, and performance support.

Marc Rosenberg

President

Marc Rosenberg and Associates

Dr. Marc Rosenberg is a global expert and speaker in training, organizational learning, eLearning, knowledge management, and performance improvement. He has written two best-selling books, E-Learning, and Beyond E-Learning. His 100 monthly columns, “Marc My Words,” appeared in The eLearning Guild’s Learning Solutions magazine from 2010 through 2018 and are still available online. Marc is past president and honorary life member of the International Society for Performance Improvement, is an eLearning Guild “Guild Master,” has spoken at the White House, debated eLearning’s future at Oxford University, keynoted conferences around the world, authored over 200 columns, articles, white papers, and book chapters, and is frequently quoted in major trade publications. Learn more at www.marcrosenberg.com.

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824 Performance Support Measurement and Governance

4:00 PM - 5:00 PM Thursday, June 11

Lone Star F

Your organization has been using performance support for some time. You’ve got resources and tools in place that are well received, and the buzz around what you’re doing seems overwhelmingly positive. It’s time to take your efforts to the next level. Anecdotal feedback is valuable, but most organizations need verifiable, data-driven analytics for major enterprise applications. 

In this session you will explore the methods that can be used to effectively measure the effectiveness of performance support programs. You will explore when adding governance to enterprise programs makes sense and the value a governance board could add in this regard. 

In this session, you will learn:

  • Why measuring performance support is important
  • Methods for measuring performance support
  • What role governance plays in performance support
  • How to set up your governance board 

Audience:
Intermediate and advanced managers and directors. 

Technology discussed in this session:
N/A

Conrad Gottfredson

Chief Learning Strategist

APPLY Synergies

Conrad Gottfredson, the chief learning strategist at APPLY Synergies, has deep experience in organizational learning, collaborative development, knowledge management, online learning, performance support, and instructional design and development. Conrad is the original developer of the Learning at the Five Moments of Need framework now in use around the world. He has worked with many of the world's largest organizations, helping them attain higher levels of learning agility. Conrad's experience includes the design and deployment of large-scale knowledge management and performance support systems within multinational corporations. In 2014 Conrad was awarded the Guild Master Award for his accomplishments and contributions to the eLearning community. He holds a PhD in instructional psychology and technology.

Carol Stroud

Partner

Saxon Bay Consulting

Carol Stroud, M.E.D., is the owner of Saxon Bay Consulting. Carol has been involved with learning for many years, including 15 years as an instructional designer. She’s been a curriculum developer, technology liaison, and a rapid-task-analysis instructor, the latter in collaboration with Dr. Conrad Gottfredson, chief learning strategist of APPLY Synergies. Carol also served as a learning and performance support strategist with numerous health authorities in British Columbia.

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825 Performance Support in Motion: Continuously Improving the Enterprise Solution

4:00 PM - 5:00 PM Thursday, June 11

310/311

Panviva will take an in-depth look at the challenges enterprises face when it comes to evolving and improving their performance support solutions. They will explore how information, access, and architecture play a role in driving productivity. Organizations can no longer think about departmental solutions, but must focus on an enterprise-wide approach that breaks down the silos of information to improve overall performance. In addition, Panviva will share the top secrets to help performance support professionals excel at training, retaining, and sharing mission critical information.

Stephen Pappas

Senior Vice President

Panviva

Stephen Pappas, the senior vice president of Panviva, Inc., manages all aspects of Panviva’s North American operations. Stephen, who has more than 20 years’ experience in enterprise software sales and operations, previously served as a director of international sales with Harte-Hanks Trillium Software, where he took their enterprise data management offering to 54 countries by establishing reseller partnerships and regional sales offices. Other roles have included executive vice president of a SaaS software start-up and director of sales and business development at PageFlex.

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921 From 0 – 30: Getting Customers to Implement Software on Their Own

8:30 AM - 9:30 AM Friday, June 12

Lone Star F

As a rapidly-growing cloud-based software platform, Avalara faced the challenge of doubling the number of customers implementing their software while growing the implementation team by less than 20 percent during the same time period. They needed to shift from a one-on-one and hands-on approach to software implementation in a scalable approach that enables customers to implement software on their own.

In this session you will explore a case study of how Avalara enabled over 30 percent of their new customers to implement new software on their own using performance support tools and methods. You will examine how they utilized multimedia performance support through multiple channels to help new customers successfully implement the product on their own. You will discover how they used data to improve the performance support experience. You will leave this session understanding how to leverage multiple delivery methods for performance support.

In this session, you will learn:

  • How Avalara used performance support to enable over 30 percent of new customers to implement their own software
  • How Avalara used data and feedback to improve customers’ experience with performance support
  • How they used multimedia resources to give customers a choice about the type of performance support they access
  • How to collaborate across teams to leverage multiple delivery methods for performance support

Audience:
Novice to advanced designers, developers, managers, and VPs.

Technology discussed in this session:
Avalara AvaTax and Walk Me.

Heather Appell

Director of Curriculum

ServiceNow

Heather Appell is committed to creating a world where people eagerly look forward to engaging learning that quickly and efficiently meets their needs— and the needs of their business. Heather's 15+ years of experience and leadership in learning and performance spans industries including technology, banking, accounting, and aerospace. In addition to receiving awards from Boeing, Nordstrom, and EverTrust Bank, Heather was recognized by Training magazine as a "Top Young Trainer."

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922 Transforming Performance Across Bank of America

8:30 AM - 9:30 AM Friday, June 12

301/302

Performance support can truly transform the way an organization looks at training and the way it supports the workforce. However, the promise of such a transformation is about more than just the performance support tools and resources you provide. Truly transformational performance support programs go beyond the tools and resources and target the organizational culture.

In this session you will learn from a case study that explores how Bank of America transformed their business via performance support. You will discuss the challenges they encountered—including changing the way over 250 learning professionals saw their work—and how they overcame them. You will hear the benefits of making this shift and learn strategies that can help you start a similar shift in your organization. 

In this session, you will learn:

  • How performance support can transform a business
  • What challenges a shift to performance support can encounter
  • The role of change management in this transformation
  • Strategies for shifting your organization towards performance support 

Audience:
Intermediate and advanced managers and directors.

Technology discussed in this session:
N/A

Beth Daniel

Senior Learning and Performance Strategist

APPLY Synergies

Beth Daniel, a senior learning and performance strategist with APPLY Synergies, has more than three decades of experience managing learning-and-development functions across the organization. She has led all aspects of learning, from developing strategic visions to designing, developing, and delivering classroom, virtual classroom, performance support, and eLearning solutions to meet rapidly changing business needs. Beth previously lead learning-transformation efforts at Bank of America, including the development and rollout of an AGILE learning methodology and the development and implementation of a performance-support strategy and approach.

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923 A Talent Management Approach in Performance Support Strategy

8:30 AM - 9:30 AM Friday, June 12

Lone Star H

Performance support is frequently addressed as an add-on solution or an adjunct to existing learning systems and processes based on a content-centric approach. This often leads to a disjointed user experience that in turn leads to lower rates of usage and poor return on investment.

In this session you will learn how to define and implement a performance support strategy by starting with the user experience and needs first and then identifying all opportunities for improvement and influence across a person’s career life cycle—from learning about your company during a job search and on-boarding into the company through continuous career growth and progression. You will explore the importance of the question “where is the user?” on a day to day basis and what their problems are long before the technical design stage. Participants will examine real techniques and processes and examples of end-to-end performance support solutions.

In this session, you will learn:

  • How IBM uses their design thinking methodology to drive product and solution development from a user-centric approach
  • How performance support can be integrated throughout the employment lifecycle
  • How others are creating and implementing performance support strategies in multiple industries
  • What lessons were learned, including hits and misses in initial strategies

Audience:
Intermediate designers, developers, and managers.

Technology discussed in this session:
IBM Smarter Workforce applications.

Dawn Jaglowski

Offering Manager

IBM

Dawn Jaglowski is an offering manager within the IBM Smarter Workforce Learn group. Her responsibilities focus around defining a comprehensive strategy across the Learn offerings. Dawn has worked in software development for the majority of her career across multiple functions such as architecture, engineering, quality assurance, and technical sales support, with over 15 years of that experience within the offering/product management domain. Dawn has an undergraduate degree from the University of Central Florida and an MBA from Rollins College. Her background also includes creating and delivering learning content as an instructor in both corporate and higher education environments.

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924 The Five Steps to Creating Your Performance Support Model

8:30 AM - 9:30 AM Friday, June 12

Lone Star G

Everyone wants just-in-time learning at the moment of need. Google set the expectation for this. “What I want to know, when I want to know it, and how I choose to learn it” is not only what employees expect, but this model has proven to improve business outcomes. As a learning leader you want to provide a performance support learning model, but that requires executive support, funding, IT support, and more. A performance support model requires changing the conversation with all the stakeholders.

In this session you will explore how the Learning Model Canvas is used to create a story for changing the mindset and mechanics of an organization to a performance support learning model. You will learn the top-two learning organization patterns and top-five learning organization models. Using examples of each, you will be able to identify your current model, the dependencies needed for implementing a performance support learning model, and actionable next steps for getting started in your workplace.

In this session, you will learn:

  • The two key patterns and five top learning organization models in use today (one is performance support)
  • How to create a story to have consulting-like conversations with executive leadership to gain buy-in
  • The steps to implementing a performance support learning model
  • How to measure the effectiveness of learning provided through a performance support model

Audience:
Novice to advanced managers, project managers, and VPs with an understanding of the learning tools available within their organization.

Technology discussed in this session:
Downloadable PDF.

John Delano

CEO/Co-founder

Saltbox

John Delano is the CEO and co-founder of Saltbox, where he empowers learning development leaders to create innovative performance development ecosystems. A synergist, his experience in learning development, consulting, and entrepreneurship with companies such as AT&T, Comcast, and T-Mobile provides a perspective that crosses the line from academic theory to practical tactics based on real-world success. John works with learning leaders who want to challenge the status quo, disrupt outdated learning models, and innovate to achieve their goals. He holds a bachelor’s degree from the University of Washington and a master’s degree from the University of Portland.

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925 Performance Support in the Learning Mix of an ERP Implementation

8:30 AM - 9:30 AM Friday, June 12

310/311

Many ERP implementations typically involve a substantial training effort just before the system goes live. Louis van Cuijk will talk about the advantages of adding electronic performance support to the blended learning program and the positive impact this has on the risks and results of the implementation.

Louis van Cuijk

Principal, Expert Learning

Ordina Visionworks Change & Learning

Louis van Cuijk, the principal expert in learning at Ordina Visionworks Change & Learning, is the driving force behind the Ordina Learning Solution: a performance-oriented approach to user adoption and training for IT implementations. Louis worked for the past 20 years in training and IT implementation, first at PAT Learning Solutions, a leading provider of blended learning platforms for the healthcare industry in the Netherlands, and for the past four years at Ordina, Holland’s largest independent provider of ICT solutions and consultancy. At Ordina Visonworks he incorporated blended learning and performance support in the IT implementation approach.

Achim Kümmerle

Product Manager

tts

Achim Kümmerle, a product manager at tts GmbH, is responsible for the development of the products within the software division of tts. Achim has over 10 years’ experience as a consultant in several corporate restructuring projects and as product manager for a widely spread eCommerce platform. He has been with tts for the past 11 years, starting as a learning consultant and project manager. He later joined the tts product management team and is now driving the transition of the tt performance suite from a former eLearning authoring and publishing environment to a fully integrated performance support tool.

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1021 Building a Performance Support Team

10:00 AM - 11:00 AM Friday, June 12

Lone Star F

It is critical to have leadership support and funding for performance support to move forward. However, without proper personnel and expertise, there will not be desirable penetrations of performance support strategy. How can an organization build a team that is focused on performance support?

In this session participants will learn from one organization’s experiences in building a special team to implement performance support strategy. You will explore the importance of identifying the skills required for performance support. You will discuss how to transition existing instructional designers, learning technologists, etc. into performance support roles. You will examine how to manage/educate stakeholders on what performance support is. You will discuss how to acquire and/or develop tools for the team to use. You will leave this session with a process and methodology for execution in your own organization.

In this session, you will learn:

  • The skills required for a performance support team
  • How to transition existing instructional designers, learning technologists, etc. into performance support roles
  • How to manage/educate stakeholders on what performance support is
  • How to acquire the tools, processes, and methodology for the team to use

Audience:
Novice and intermediate designers, developers, managers, project managers, and VPs.

Technology discussed in this session:
N/A.

Kangmei Yang

Director of Learning Technologies

Sears Holdings Corporation

Kangmei Yang is the director of learning technologies for the Sears Holdings Corporation. Kangmei has more than 20 years of experience in analyzing, designing, developing, and implementing eLearning and other types of training solutions. Prior to her current role, she worked as a courseware developer and instructional designer and managed curriculum design and delivery; she was also in charge of learning technologies teams. She holds a master’s degree in instructional design and technology and a PhD in a different field, and has won a number of awards, including the John Grenzebach Research Award from CASE for Outstanding Doctoral Dissertation, the EMMA Award, and the Brandon Hall of Fame Gold Medal Award for eLearning courseware.

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1022 Performance Support for Software Training: Beyond Bells and Whistles

10:00 AM - 11:00 AM Friday, June 12

Lone Star G

Software training traditionally focuses on the new bells and whistles that justify the latest version. This does nothing to prepare users for daily work with the tool and it doesn‘t provide the support when they need it. Organizations need more than just software training in order to maximize capital investments in software.

In this session you will learn how a performance support approach can transform software training so that it is focused on what knowledge the learners need to do their job and makes it available when they need it. You will explore how to organize and present tasks that a user needs to complete. Participants will leave this session understanding how to plan and implement a performance support solution for software training.

In this session, you will learn:

  • Why demonstrating the bells and whistles of a program is not effective
  • How to organize and present the set of tasks that the user needs to do their jobs
  • How to plan a performance support solution for software training
  • How to implement a performance support solution for software training

Audience:
Novice designers, developers, and managers.

Technology discussed in this session:
N/A.

Adam Weisblatt

Owner

Blank Page Learning

Adam Weisblatt is a learning strategist with a passion for creating learner-centered experiences and business-centered learning systems and processes. He is the founder of Blank Page Learning, which helps companies develop strategies integrating learning technologies to open the doors of new ideas and break down the barriers to learning. Adam has 20 years of experience in all aspects of workplace learning and implementing global enterprise-wide projects. He has been an instructor, eLearning designer, and programmer, as well as a performance artist, puppeteer, and cartoonist.

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1023 Shifting the Organizational Mindset to Performance Support

10:00 AM - 11:00 AM Friday, June 12

Lone Star H

Performance support is very different from training. In a world where many people are conditioned to think that learning should look like school, with teachers, students, and formal instruction, it can be difficult to get the organization and its workers to adjust to a performance support approach.

In this panel discussion you will learn from individuals that have faced this resistance to change and found ways to overcome it. You will explore reasons that stakeholders resist performance support so that you are better prepared to address them. You will discuss strategies that can help shift the mindsets of both organizational leaders and the workers on the front line.

In this session, you will learn:

  • Why organizations resist the shift to performance support
  • How to address stakeholder concerns
  • How to start the shift to performance support
  • How to speak to both senior leaders and the front line

Audience:
Intermediate and advanced managers and directors.

Technology discussed in this session:
N/A

Bob Mosher

CEO/founder/Chief Learning Evangelist

APPLY Synergies, a 5 Moments of Need Company

Bob Mosher, the chief learning evangelist at APPLY Synergies, has been an active and influential leader in the learning and training industry for over 30 years, and is renowned worldwide for his pioneering role in eLearning and new approaches to learning. Before co-founding APPLY Synergies consultancy with Conrad Gottfredson, Bob served as the chief learning evangelist for Ontuitive, director of learning strategy and evangelism for Microsoft, and executive director of education for Element K. He is an influential voice in the IT training industry, speaking at conferences and participating in industry associations. Bob was awarded the Guild Master Award in 2014 for his accomplishments and contributions to the eLearning community.

Frank Nguyen

Executive Director

Genentech

Dr. Frank Nguyen is a learning executive who specializes in transforming learning organizations through strategy and technology. He has led enterprise learning for Fortune companies including AIG, Amazon, American Express, Intel, MicroAge, and Sears. Frank has published extensively on the intersection of eLearning, instructional design, and performance support. He is a recipient of the Learning Guild Master and the ISPI Distinguished Dissertation awards. His work on compliance training, learning strategy, business transformation, and technology has been recognized by Brandon Hall and Chief Learning Officer. Frank has served on a variety of learning industry committees for Adobe, ATD, BJET, Brandon Hall, eLearning Guild, and ISPI.

Beth Daniel

Senior Learning and Performance Strategist

APPLY Synergies

Beth Daniel, a senior learning and performance strategist with APPLY Synergies, has more than three decades of experience managing learning-and-development functions across the organization. She has led all aspects of learning, from developing strategic visions to designing, developing, and delivering classroom, virtual classroom, performance support, and eLearning solutions to meet rapidly changing business needs. Beth previously lead learning-transformation efforts at Bank of America, including the development and rollout of an AGILE learning methodology and the development and implementation of a performance-support strategy and approach.

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1024 Mobile Performance Support: Design Principles

10:00 AM - 11:00 AM Friday, June 12

301/302

The meteoric rise of mobile devices has opened up the opportunity make on-the-job performance support practical. The challenge is to get the right amount of the right content to the right place at the right time to enable improved performance and on-the-job learning.  

In this session, we will discuss principles and guidelines for designing a mobile performance support strategy that includes knowledge capture, analytics, content curation and delivery, and integration of social content. You’ll see case studies that illustrate how these principles have been implemented in a variety of organizations and discuss how they might apply to your organization.

In this session, you will learn:

  • Design principles for getting right content at the right place at the right time
  • When to use the four types of mobile performance support
  • How to integrate mobile performance support into the learning and performance ecosystem

Audience:
Novice to advanced designers, developers, and managers.

Technology discussed in this session:
Mobile performance support tools, xAPI.

Marty Rosenheck

Chief Learning Strategist

Cognitive Advisors

Marty Rosenheck, PhD, CEO and chief learning strategist at Cognitive Advisors, provides talent development, learning experience design, and learning technology ecosystem consulting. He is a thought leader and sought-after consultant, speaker, and writer on the application of cognitive science research to learning and performance. Marty has over 30 years of experience. He has created award-winning learning experiences, designed learning ecosystems, developed cognitive apprenticeship programs, built performance support systems, conducted needs assessments, specified learning paths, constructed virtual learning environments, and developed formal, informal, and social learning strategies for dozens of nonprofit and for-profit organizations.

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GS3 The Changing Definition of mLearning

11:15 AM - 12:30 PM Friday, June 12

JW Grand 1 – 5

Technological advancements have historically been minimally disruptive to training. While the new technologies have affected the ways in which we can deliver and consume content, they have not radically altered the foundational methodologies that learning and performance solutions are built upon. The addition of mobile technologies continued this trend, with the process of adapting existing content design and development practices often being referred to as mLearning. But mobile technology is about much more than eLearning on a phone. In this closing panel we will explore the true potential of mobile in the workplace and how the unique affordances of this technology enables us to provide powerful contextual learning opportunities and supply performance support to workers in ways we have not been able to in the past.

David Kelly (Host)

Chairman

The Learning Guild

David Kelly is the Chairman of the Learning Guild. David has been a learning and performance consultant and training director for over 20 years. He is a leading voice exploring how technology can be used to enhance training, education, learning, and organizational performance. David is an active member of the learning community, and can frequently be found speaking at industry events. He has previously contributed to organizations including ATD, eLearn Magazine, LINGOs, and more.

Frank Nguyen

Executive Director

Genentech

Dr. Frank Nguyen is a learning executive who specializes in transforming learning organizations through strategy and technology. He has led enterprise learning for Fortune companies including AIG, Amazon, American Express, Intel, MicroAge, and Sears. Frank has published extensively on the intersection of eLearning, instructional design, and performance support. He is a recipient of the Learning Guild Master and the ISPI Distinguished Dissertation awards. His work on compliance training, learning strategy, business transformation, and technology has been recognized by Brandon Hall and Chief Learning Officer. Frank has served on a variety of learning industry committees for Adobe, ATD, BJET, Brandon Hall, eLearning Guild, and ISPI.

Allison Rossett

Principal

Allison Rossett & Associates

Dr. Allison Rossett, long-time Professor of Educational Technology at San Diego State University, is in the Training magazine HRD Hall of Fame, and was a member of the ASTD International Board of Directors. Recipient of ASTD’s recognition for lifelong contributions to workplace learning and performance and designated a 2008 LEGEND, Allison co-authored Job Aids and Performance Support: Moving from Knowledge in the Classroom to Knowledge Everywhere and a new edition of her book, First Things Fast. Rossett edited The ASTD E-Learning Handbook: Best Practices, Strategies, and Case Studies for an Emerging Field. She also wrote a white paper for the American Management Association, Blended Learning Opportunities and another, on learner engagement, for Adobe Systems. Allison’s client list includes IBM, HP, Ingersoll Rand, the Getty Conservation Institute, Fidelity Investments, Kaiser Permanente, BP, the IRS, Amgen, Royal Bank of Scotland, USAA, National Security Agency, Transportation Security Administration, and several eLearning start-ups. Allison was awarded the Guild Master Award in 2013 for her accomplishments and contributions to the eLearning community.

Geoff Stead

Senior Director, Mobile Learning

Qualcomm

Geoff Stead, the senior director of mobile learning at Qualcomm, works internally to mobilize employee learning and externally to encourage smarter use of mobile learning at work. Geoff’s team works with cutting- edge mobile technologies to explore how they can and should use these technologies to enhance learning and performance. Geoff’s team also curates the popular WorkLearnMobile.org site, sharing best practice and industry insights. Considered one of the founders of mobile learning, Geoff has been creating innovative mobile learning tools since 2001. He advises the mobile industry (GSMA), education departments, and the EU, UK, and US governments on perfecting the blend between mainstream consumer technologies and enhanced learning and teaching.

Megan McKee

Senior Manager of Operations Training

Rent-A-Center

Megan McKee is currently the senior manager for operations training for Rent-A-Center, where she oversees training for multiple lines of business in the US, Canada, and Puerto Rico for over 2,700 stores. Formerly the director of Amplifi University at Amplifi Commerce and manager of education implementation and design quality for Children’s Medical Center— Dallas, Megan holds a PhD in applied technology performance improvement from the University of North Texas. With her guidance Rent-A-Center recently placed #37 in the 2015 Training Top 125 for best learning organizations.

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