Formalize a Learning & Development Strategy

Ensure your Learning & Development activities are providing value by delivering on organizational goals.

Onsite Workshop

Without a Learning & Development strategy:

  • Piecemeal initiatives are put in place, creating duplicated efforts and wasted resources.
  • Programs aren’t created or evaluated holistically, creating gaps in learning.
  • L&D initiatives might not line up with organizational initiatives.

With a robust Learning & Development strategy in place:

  • Programs are easy to evaluate against organizational objectives.
  • All initiatives are working towards the same goals.
  • There is clear understanding between all employees as to why training occurs and how it can be implemented most effectively.

Module 1: Determine Future and Current State of Learning & Development

The Purpose

  • Understand the rationale for creating an L&D strategy.
  • Develop a vision to guide the strategy creation.
  • Analyze problems, gaps, and weaknesses affecting the L&D department.

Key Benefits Achieved

  • An understanding of the pain points that result from not having a strategy, and an understanding of the key benefits achieved from implementing one.
  •  A vision statement created.
  • Problems identified so that they can be addressed.

Activities: Outputs:
1.1 Establish your project team for crafting the Learning & Development strategy.
  • Defined project team.
1.2 Review strategy documents to highlight key themes and understand the future goals of the organization.
  • Draft list of strategic themes.
1.3 Determine how to seek stakeholder input effectively.
  • Strategy for collecting stakeholder input.
1.4 Write a Learning & Development vision statement.
  • An L&D vision statement.
1.5 Perform a SWOT Analysis to uncover internal and external factors impacting Learning & Development.
  • Identified issues affecting the ability of the L&D department to succeed.
1.6 Use the SWOT analysis to form L&D strategies that address your organization’s needs and weaknesses.
  • Strategies that address weaknesses and issues.
1.7 Perform a needs assessment.
  • Completed needs assessment that identifies the key competencies and/or KSAs required for the success of the organization.
1.8 Prioritize issues to be addressed using dot voting.
  • List of prioritized issues to be addressed by the strategy.

Module 2: Establish and Apply L&D Strategic Principles

The Purpose

  • Establish L&D strategic principles.
  • Apply the strategy across the Learning & Development function.

Key Benefits Achieved

  • Customized strategic principles established.
  • Methods formulated for ensuring the strategy is applied successfully across all current and future programming.

Activities: Outputs:
2.1 Establish your core strategic principles for Learning & Development.
  • Custom strategic principles established.
2.2 Confirm that your key principles align with the vision and the prioritized issues that were uncovered.
  • Aligned principles.
2.3 Prepare to ensure adherence to L&D strategic principles by cataloguing your current L&D initiatives.
  • Catalogue of current L&D initiatives.
2.4 Review each strategic principle you established and formulate methods for its achievement.
  • Methods to ensure success of strategic principles.
2.5 Create a timeline for your L&D initiatives to build out a three-year strategy.
  • Three-year strategy timeline.
2.6 Determine and communicate the key stakeholders’ responsibilities for L&D strategy implementation.
  • Defined list of stakeholder responsibilities.
2.7 Finalize evaluation criteria and measure baseline metrics.
  • Baseline metrics measured and evaluation criteria established.

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