Learning Resources Intranet Proposal

LeadingEdge Inc.
Submitted by Gary Fluitt.
February 25, 1998
 

Background 

LeadingEdge Inc. is the worldwide leader in the manufacturing of high end publishing tools for the Macintosh and Windows Computers. LeadingEdge was founded in the eighties by two people and has experienced continual growth. LeadingEdge now employs about 600 people worldwide, with offices in 14 countires.

Problem 

Internal training and performance support were easy to handle when the company was a small, one-office operation, but as the company has grown dramatically, training has remained a small part of the business with little attention directed at internal training needs.

As a small company with limited resources, LeadingEdge does not have a training department. About five people work on curriculum and technical training for products, and one person serves as a trainer half time in the HR department. The only formal training that occurs at LeadingEdge for new employees is 3 hours of orientation training. Customer Support Technicians are the exception with a six week "boot camp" before they are left alone to handle support calls. All other job functions such as accounting, R&D, product management, et al, receive no additional training once the employee is hired.

For existing employees who either change jobs or need to learn a new skill, getting training on technology, procedures, or soft skills, is almost impossible. It's expected that employees will seek out the resources on their own to get the information they need.

To summarize the problem; LeadingEdge maintains no performance support personnel and no training department for internal causes. Meanwhile the company is growing, the technology gets more complex, and employees have nowhere to turn for training and support.

Analyzing Needs

How do I know that a training need exists for LeadingEdge? As one of the senior trainers at LeadingEdge, I am called on weekly by all sorts of employees, from new hires all the way to upper management, who are looking for training on a number of different topics. Usually there is no structured training for these people to go to. This is a personal felt need that I have experienced at LeadingEdge.
To confirm that a need exists, and to conduct a needs analysis from a more objective point of view, assesment will be done, based on felt needs as these are the best type of needs to listen to in an environment where a gap exists in personal performance (Kemp, Morrison, & Ross 1998). Interviews and surveying will be conducted electronically through the company e-mail system to gather data on the kinds of instruction employees desire. A cross-section of employees will be interviewed including regular full-time employees, supervisors, department heads, and senior staff.

Senior staff and management will be included in the analysis specifically to gather data on future needs or anticipated  needs. Upper level management may have a perspective on training needs that relates to future company/business direction that is unknown to the test of the company.

Once the data on needs are collected and analyzed, some filtering will need to take place to determine what fits within the scope of this project, and what will have to be addressed in other ways. Priority will be given to those training needs that can be addressed and are the most urgent.

Strategies for Instruction 

The strategy for the delivery of this instruction is already somewhat steered by management's attitude and actions. In recent weeks senior management at LeadingEdge has eliminated  about half of the training positions at LeadingEdge. The trend is for fewer human trainers, not more, and as mentioned earlier, there is no official training department and no efforts to create one.

A modern solution to addressing training needs like this is to out source training to a professional third party training vendor, but the classes are very expensive and they don't generally address the needs. None of the training vendors I researched offered training on the lesser technologies such as our e-mail system, or our particular brand of network use, or in the very technical needs such as database architecture or client/server concepts.

A third solution (and the one that is proposed for this project) is to create a "virtual training department" within the company, using intranet web technology to deliver and manage enterprise wide training.
For LeadingEdge, a web based performance support and training system is an excellent strategy for a couple of reasons.

Goals 

The goal of this project is to provide LeadingEdge employees with an on-line training department that is an effective learning environment and is easy to use, without significantly increasing the resources needed to develop and maintain it. In the absence of a physical training department, this virtual training department will offer classes, workshops, tutorials, and job aids, on everything from sexual harassment awareness and time management, to technical training and tutorials like "Developing a department budget in Edcel, and "How to use your voice mail system". The on-line training environment will be called the Learning Resources Site, will be available to all domestic employees from their desks, and will be attached to the company intranet home page, which is under construction and eminently due for company release.

Another goal is that employees will go first to the Learning Resources Site before occupying the time of a co-worker or product expert. Because the site is always available to them, the hope is that employees will use the site often, even perhaps as a reference if enough depth is developed. Design of the site will be "return-user" friendly to encourage more than just a one-time use.

A long term goal of the site is to include user profiles that are connected to a database so that content providers, managers, and employees can track their own use and progress, and so we can figure out which resources on the site are being used the most.

Scope 

The Learning Resources Site is intended to provide training for those subjects and content that lends itself to the medium of on-line delivery. Learning how to use the company E-mail system for instance, is an appropriate subject for the Learning Resources Site. Alternately, learning how to value our customers, or conflict resolution, are not easily transferable to a web-based class and would likely be last priority for development. So the scope of the for this project is mutually defined by what the needs analysis determines is needed, and what subject matter lends itself to the delivery medium. The area where those two spheres overlap defines the scope of this project.

Technical Issues

The Learning Resources Site will be based on HTML, but the site will be extensible and flexible so that anyone, from any department can attach a piece of on-line training to the site as long as it's deliverable using http protocols. This may include content developed in a variety of authoring tools such as Authorware or mTropolis, or less interactive material such as downloadable PDF or Word files. The point of having the architecture of the site open to different content types is to encourage submissions and development from many users.

Another intent is to make the site dynamically driven from a database, as opposed to traditional page based web delivery. This allows people within the company to post training content to the site without requiring that a site administrator revise the site to make the new content available. The principal method users will use to find the training they need will be search criteria, rather than relying on an interface to offer up the content. This would require significant CGI programming resources, so research into using Microsoft ActiveNT are underway to determine if this is a better method.

Constraints 

A major constraint of the system may be a technical one in that users from outside LeadingEdge's firewall may not have access to the site. This could exclude users in our international offices, and some domestic offices that don't have a dedicated link to the main office. More research into this issue is underway. A possible solution is to mirror the training server by sending the contents of the server to other servers at those regional offices.

Language and culture is another constraint, not of the system, but in the resources needed to localize the content. We have offices in six non-English speaking countries (Denmark, Netherlands, France, Germany, Japan, Singapore). Localizing the training content for these countries would be very time consuming. One requirement of employment with LeadingEdge however, is that the employee must have good English skills, even in these foreign offices. For that reason it's possible that even without localization, the Learning Resources Site could be very useful to our international offices.

Another constraint of the system is political. Senior management is sometimes concerned that too much information is a bad thing. Some workers for instance, are not allowed to have browser applications on their computers because it could take them away from their regular duties. this is understandable given the job functions where these restrictions occur.  In order for the Learning Resources Site to become ubiqutous, individual users will have to take a great deal of responsibility when they use the site. And in time, management will see the value of the site and allow more access to it.

Implementation Plan 

The plan for implementing this project is to conduct the needs assessment surveys, analyze that data, and to create a list of training courses and tutorials that are needed. Once we have defined what training is requested, we will classify the training into one of five areas.

 

Design sketch 

The following diagram shows how the structure of the site is to be initially developed. Users of the site will come to it via the intranet home page. The  diagram breaks the site into the five areas described above. Each "educational center" is linked back to the Learning Resources home page, which in turn is linked to the company intranet home page. An additional component that is critical to the success of this site is the "Adding to the Learning Resources Site" section. This section gives instructions on how to add individual training sections to the site, including step-by-step instructions for uploading content and getting that content linked to other sections.
 


Schedule 

Site construction has already begun. A button on the intranet home page for Learning Resources has been added, and a directory on the internal web server has been set up.

Prototyping of the Learning Resources Home page will begin in March and user testing will conclude in the same month. The first section to receive significant content will be the Product training section with repurposed commercial training content. The second priority will be to get the Procedures section up and running. The Calendar section is a simple addition, but requires a new version of our Calendar software called Now-Up-to-Date which publishes in HTML format. The Certification section will likely be the last to go up, as content for this section will need to be generated by HR and validated by Legal.
Here is a summary of the scheduled goals for this project:
 

Database components - This development has much to do with selecting the right technology to implement it. Research into ActiveNT and Oracle 8 are underway. Schedule for this component is to be determined.
 

Resources

Initially this project will be developed by three people in the Creative Services department.