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Hdf The Change Practitioner’s Toolkit: Tools, Techniques, Traps, & Takeaways ASTD 2011 International Conference and Exposition May 25, 2011 The CPLP The CPLP The CPLP The CPLP ® Mastery Series Mastery Series Mastery Series Mastery Series Implementing the ASTD Workplace Learning & Performance (WLP) Competency Model Owl’s Ledge LLC www.owls-ledge.com Phone: (630) 510-1461 E-mail: [email protected]

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Page 1: The CPLP Workplace The Change Performance Practitioner’s ...professional conferences, ASTD chapter meetings, and other industry events. Here’s a preview of where she’s speaking

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The Change Practitioner’s Toolkit: Tools, Techniques, Traps, & Takeaways

ASTD 2011 International Conference and Exposition May 25, 2011

The CPLPThe CPLPThe CPLPThe CPLP®®®® Mastery SeriesMastery SeriesMastery SeriesMastery Series Implementing

the ASTD

Workplace

Learning &

Performance

(WLP)

Competency

Model

Owl ’s Ledge LLC www.owls- ledge.com Phone: (630) 510-1461 E-mai l : t r ishuhl@owls - ledge.com

Page 2: The CPLP Workplace The Change Performance Practitioner’s ...professional conferences, ASTD chapter meetings, and other industry events. Here’s a preview of where she’s speaking

Today’s Presentation

By itself, training often is not enough to improve individual or organizational effectiveness. After all, training is only an appropriate intervention when the performance gap is due to a lack of skills and/or knowledge. Solutions that affect real change and fully address business needs typically involve multiple interventions. Learning and performance professionals require basic skills to gauge and stage business readiness to support training sustainability. The speaker will present a step-by-step approach that will allow you to

start adding change management tools and techniques to your existing training toolkit.

At the end of this session,

participants will be able to:

• Identify common change-

management tasks for

learning initiatives

• Implement simple tools for

creating deliverables

• Integrate change-

management tasks with

training tasks to create an

overall transition strategy.

It’s a VUCA world!

Volatility, Uncertainty,

Complexity, Ambiguity.

- Bob Johansen, Institute

for the Future

About Your Presenter --- Trish Uhl, PMP, CPLP

Trish has almost 20 years of experience as a seasoned trainer,

facilitator, project manager, change manager, consultant, and

coach. She is a contributing author to two books

on the topics of technology and teams – ASTD

Press “10 Steps to Successful Teams” and Pfeiffer

“Fortify Your Salesforce: Leading & Training

Exceptional Teams.”

Trish is a 2009 recipient of Training magazine's

Top Young Trainers award.

She is also extremely active in the ASTD community on

international, national and local levels - and is the 2011

President of the Chicagoland Chapter, ASTD (CCASTD).

As a CPLP herself - and one of the original CPLP pilot

participants - Trish is globally recognized for her passion for

peer development and her contributions to the advancement of

the learning profession.

Upcoming Events:

Trish is a frequent presenter at

professional conferences, ASTD

chapter meetings, and other

industry events. Here’s a preview

of where she’s speaking next.

August 2011 Chicago e-Learning &

Technology Showcase

September 2011 CPLP Boot Camps

– California ASTD chapters

October 2011 SMT Center for Sales

Excellence Conference

October 2011 ASTD Chapter

Leaders Conference

Page 3: The CPLP Workplace The Change Performance Practitioner’s ...professional conferences, ASTD chapter meetings, and other industry events. Here’s a preview of where she’s speaking

Presented by:

Trish Uhl, PMP, CPLP

Founder & CEO, Owl’s Ledge LLC

[email protected]

www.changepractitionerstoolkit.com

Session Outline

• The Future of Learning & Performance

• Learning Trends

• The Change Practitioner’s Toolkit

• Orienting Yourself

• Case Study: Applying the Change Management Toolkit

• Resources

Learning Objectives

• Identify common change management tasks for learning initiatives.

• Implement simple tools for creating deliverables.

• Integrate change management tasks with training tasks to create an overall transition strategy.

The Change Practitioner’s Toolkit

Page 4: The CPLP Workplace The Change Performance Practitioner’s ...professional conferences, ASTD chapter meetings, and other industry events. Here’s a preview of where she’s speaking

The Change Practitioner’s Toolkit www.changepractitionerstoolkit.com

2

1. Describe a situation where you provided a solution that had unanticipated impacts on another area of the organization.

2. ASTD Workplace Learning & Performance Competency Model : What competencies are necessary to your job?

� � �

3. Technology & Millenials: How will current and futur e social learning trends in the workplace shape the professional development roadmap for learning professionals for the years ahead?

� �

4. What competencies are required of learning professionals to effectively apply social learning techniques in the workplace

� �

Page 5: The CPLP Workplace The Change Performance Practitioner’s ...professional conferences, ASTD chapter meetings, and other industry events. Here’s a preview of where she’s speaking

The Change Practitioner’s Toolkit www.changepractitionerstoolkit.com

3

5. Case Study

� We work for Hanger Emporium. The company’s primary business is to make and sell hangers. The company is based in Chicago, Illinois and has, historically, only done business in the U.S. Most of the company’s orders come from big hotel chains – like Marriott and Hilton.

� The strategic direction of the organization is to launch its first round of international sales in Q1 2011. The objective is to increase revenue by selling hangers to high end hotel properties in the U.K.

� Anticipated changes include: o Working with a new contract manufacturer to begin manufacturing hangers in

Ireland for distribution in the U.K. o Contacting the U.K. counterparts of the existing U.S. customers. o Starting a new Customer Service Center in London. o North American Order Management will start processing U.K. orders and

working with U.K. clients. o Sales people will be hired and deployed in the U.K.

You have been charged with leading this change initiative. Where do you start? What tools do you use?

Page 6: The CPLP Workplace The Change Performance Practitioner’s ...professional conferences, ASTD chapter meetings, and other industry events. Here’s a preview of where she’s speaking

The Change Practitioner’s Toolkit www.changepractitionerstoolkit.com

4

NOTES

Page 7: The CPLP Workplace The Change Performance Practitioner’s ...professional conferences, ASTD chapter meetings, and other industry events. Here’s a preview of where she’s speaking

CPLPCOACH.COM

CPLPCOACH.COM provides CPLP and industry-related resources for those interested in the Certified

Professional in Learning & Performance (CPLP®) credential and the learning & performance industry

CPLP® Knowledge Exam Resources CPLP

® Work Product Resources

SELF STUDY: SELF STUDY:

Use our self-study resources to prepare for the

CPLP® Knowledge Exam.

• On-line Practice Exams

• On-Puzzles for Learning Glossary Terms

• On-line / Mobile Flash Cards

• On-line / Mobile Video & Audio

Use our self-study resources to prepare your

CPLP® Work Product Submission.

• Webcasts

• Audio recordings

• Sample Submissions

• Tips & Tricks

KNOWLEDGE EXAM WORKSHOPS: WORK PRODUCT COACHING WORKSHOPS

A Single Platform for End-to-End Preparation for

the CPLP® Knowledge Exam

• Online Facilitated Sessions

• Session Capture and Retrieval for 24/7

Playback

• Variety of Learning Resources

• Delivering Student Services

• Access to Documents

• Collaboration Tools

• Course Information

• Multi-Channel Communication with

Facilitators & Peers

Group Coaching includes everything you've

come to expect from Owl's Ledge -- expertly

trained coaches, best practices, Work Product

tips, tricks & traps, and a system that focuses

your prep on the skills & knowledge that will

improve your Work Product submission score.

• Personalized Work Product

Preparation Experience

• Unmatched Expertise

• Proven Track Record

PLATINUM KNOWLEDGE EXAM COACHING

(Knowledge Exam Workshops & Personal , Private, One-

on-One Coaching)

PLATINUM WORK PRODUCT COACHING

(Work Product Coaching Workshops & Private,

One-on-One Coaching)

One-on-one coaching service in addition to the

Knowledge Exam Workshops

One-on-one coaching in addition to the Work

Product Coaching Workshops

Owl’s Ledge Products and Services

CPLPCOACH.COM AccidentalProjectManager.com ChangePractitionersToolkit.com

Owl’s Ledge CPLP® Certification

Preparation @ CPLPCOACH.COM :

The CPLP ® Certification Experts

The Accidental Project Manager

Workshop: The Discipline of

Project Management with the Art of

Working with People®

Tools, techniques, traps, &

takeaways for helping learning

professionals facilitate

organizational change and help

people to be ready, willing & able to

meet the challenges ahead.

Page 8: The CPLP Workplace The Change Performance Practitioner’s ...professional conferences, ASTD chapter meetings, and other industry events. Here’s a preview of where she’s speaking

Owl’s Ledge Popular Programs and Presentations

CPLP® Boot Camp: The ASTD Competency Model &

Professional Certification Building the 21st Century Workforce through the ASTD

Competency Model The CPLP® Boot Camp provides an overview of the ASTD

Certified Professional in Learning & Performance (CPLP)

certification program and the ASTD Workplace Learning and

Performance (WLP) Competency Model upon which the

credential is based. Discover how and why certification and

the competency model are relevant to your work and to the

workplace learning & performance industry as a whole.

Who better “to make ordinary people do extraordinary things”

than learning and performance professionals equipped with the

tools necessary to build and support the 21st century workforce!

By leveraging ASTD’s Competency Model, any practitioner can

help peers and leaders look beyond today and align to their

organization’s strategy. In this session, you’ll learn how you can

use this framework to start the crucial transformation--from

reactive and tactical to responsive and strategic--as you reframe

how you perceive (and are perceived) within the institutions you

serve. You'll leave this session with tools to help you

operationalize the ASTD Competency Model and a personal

action plan to focus your first steps.

Learning and Performance Professionals: Leading Transformational Change for the 21st Century

Workforce

The Change Practitioner’s Toolkit: Tools, Techniques, Traps, & Takeaways

Social ecologist Peter Drucker stated in a 2002 Harvard

Business Review article, “[Knowledge workers] have become

the major creators of wealth and jobs. Increasingly, the success

– indeed the survival – of every business will depend on the

performance of its knowledge workforce. And since it is

impossible, according to the laws of statistics, for an

organization to hire more than a handful of ‘better people’ the

only way that it can excel in a knowledge-based economy and

society is by getting more out of the same kind of people —

that is, by managing its knowledge workers for greater

productivity. The challenge, to repeat an old saying, is ‘to make

ordinary people do extraordinary things.’”

Call this new era what you like...the Global Knowledge

Economy, the Conceptual Age...the way ahead is clear.

Competitive advantage and the new value proposition lies in

people (human capital) and the knowledge, skills, and

experiences embodied by the workforce. In essence, learning

professionals who can lead efforts in organizational

transformation, globalization, innovation and strategic

enablement.

By itself, training often is not enough to improve individual or

organizational effectiveness. After all, training is only an

appropriate intervention when the performance gap is due to a

lack of skills and/or knowledge. Solutions that affect real change

and fully address business needs typically involve multiple

interventions. Learning and performance professionals require

basic skills to gauge and stage business readiness to support

training sustainability. The speaker presents a step-by-step

approach that allows you to start adding change management

tools and techniques to your existing training toolkit.