1. ©2012 RAY SVENSON CONSULTING, INC. 1 REQUIREMENTS CHECKLIST This is a checklist to help develop a list of requirements that the future-state Learning & Development System must meet. Company Learning & Development Capabilities: Must be able to: Bring new employees (new to their jobs) to mastery performance capability quickly Keep existing employees’ skills up to date with:  New products  Process improvements  Change initiatives Move best practices around the company business Develop leadership talent Support people’s career development Meet specific compliance requirements  Develop deep expertise in critical areas Develop common employee skills  Quality improvement  Problem solving  Etc. PHASE 3: Analysis

2. ©2012 RAY SVENSON CONSULTING, INC. 2 REQUIREMENTS CHECKLIST (cont.) Learning & Development Department Functional Capabilities: Needs/performance analysis Curriculum Architecture/Design Learning Materials Design/Development and maintenance Language translations Training delivery  Classroom  Lab  On-the-job training  E-learning  Other Coaching Team facilitation Learning & Development evaluation Project management Performance consulting Learning & Development information and records management Registration and scheduling Learning materials library Planning and budgeting Results measurement PHASE 3: Analysis

3. ©2012 RAY SVENSON CONSULTING, INC. 3 REQUIREMENTS CHECKLIST (cont.) Interface Requirements: HR Systems/Processes Recruiting Staffing Performance Management Competency Assessment Performance Management Career Management Succession Management Labor Relations Employee Relations HR Information Systems  Other HR Systems  Other Business Functions Communications, internal and external Technical publications PHASE 3: Analysis

4. ©2012 RAY SVENSON CONSULTING, INC. 4 REQUIREMENTS CHECKLIST (cont.) Geographical Requirements: Global Regional Country Local Best Practices Requirements: Best practices to be included  Laws, Regulations, Policies, and Standards to be Met: Financial Requirements: Expense limits Capital limits PHASE 3: Analysis

5. ©2012 RAY SVENSON CONSULTING, INC. 5 REQUIREMENTS CHECKLIST (cont.) Cultural Norms: Length of time off the job for training Travel to training Training/learning on company time versus employee time “ilities” Scalability to meet growth needs Accessibility by employees, customers, etc. Understandability by employees, customers, etc. PHASE 3: Analysis