PHASE 2 DATA COLLECTION PHASE 2 Data Collection

PHASE 2: DATA COLLECTION PHASE 2: Data Collection n Why do data collection? n Three categories of data collection: o Business Requirements — Business Challenges, Goals, and Strategies — Initiatives — Product/Service Deployment — Learning & Development Interfaces — Population Dynamics o Current Capabilities — Current L&D Capabilities — Technologies Readiness o Best Practices © 2012 RAY SVENSON CONSULTING, INC. 1

BUSINESS REQUIREMENTS PHASE 2: Data Collection n Population dynamics n Business needs o Executive interviews o Initiative Leader interviews o Business Plan analysis o Products/services deployment n Learner needs o Focus group/interviews n Interface requirements o Interface analysis © 2012 RAY SVENSON CONSULTING, INC. 2

DEVELOP POPULATION FORECAST PHASE 2: Data Collection n Segment the population by o Function o Geography o Organization (e. g. , Business Units) o Levels/hierarchy n Collect data o Historical population by segment o New entries (growth plus turnover) n Forecast future o Population o Growth plus turnover These numbers drive the quantitative Learning & Development requirements © 2012 RAY SVENSON CONSULTING, INC. 3

PHASE 2: BUSINESS NEEDS ANALYSIS Data Collection What to Look For How to Find It n Business strategies and plans n Interview o Executives o Initiative Leaders o Product Managers n Major initiatives n Product/service deployment n Read documented plans n Performance and learning needs in the field n Conduct focus groups © 2012 RAY SVENSON CONSULTING, INC. 4

TECHNOLOGICAL READINESS PHASE 2: Data Collection n Technological readiness issues n Technological readiness assessment guide © 2012 RAY SVENSON CONSULTING, INC. 5

ASSESS CURRENT CAPABILITIES What to Look For How to Find It n Learning & Development organizations n Interviews PHASE 2: Data Collection in the company n Survey instruments n Services and products offered n Site visits n Processes followed n Assessment conference n Staff size and capabilities n Facilities n Information infrastructure n Budget n Governance/customer account management n Overall capacity n Quantitative and qualitative results © 2012 RAY SVENSON CONSULTING, INC. 6

PHASE 2: RESEARCH BEST PRACTICES Data Collection What to Look For How to Find It n Who is doing what that fits your n Literature search situation n Benchmarking consortia n Interviews n Site visits © 2012 RAY SVENSON CONSULTING, INC. 7

BARRIERS AND OBSTACLES PHASE 2: Data Collection n Some executives don’t want to give time for interviews n Scheduling interviews can be very difficult n It can be a difficult logistical issue to get benchmarking visits with other companies scheduled within a limited project timeframe n Population data can often be very hard to get in the form it is needed; it is often incomplete and inconsistent n When assessing current capabilities training staff have a tendency to overstate their capabilities n Working Team members don’t always know how to conduct interviews or facilitate focus group meetings n Executives may bring in project scope changes by adding people to the list of interviews © 2012 RAY SVENSON CONSULTING, INC. 8