1. Making Your Workforce Smarter and Faster With Social Learning
Chris Nekvinda, PhD
Director of Global Learning, Cannon Financial Institute

2. Learning With Friends Chris Nekvinda, PhD
Director of Global Learning, Cannon Financial Institute

3. Agenda
Source- Simon Sinek, Start With Why

4. Why Drivers of Change New Paradigm- Connectivism
One to Many; Many to One

5. Drivers of Change Shift to Free Focus on Skill Development
& Open Content
Focus on Skill Development
Technology Advancements
Need for Innovation
Productivity Measurement
Changing
Workforce
Demographics

6. Social Learning IS NOT Social Media

7. Why Social?
“People learn from one another, via observation, imitation, and modeling.”
“Social learning is the bridge between behaviorist and cognitive learning theories because it encompasses attention, memory, and motivation.”
“Connectivism is a learning theory for the digital age. The theories of behaviorism, cognitivism, and constructivism provide an effect view of learning in many environments. They fall short, however, when learning moves into informal, networked, technology-enabled arena.”
Source- Bandura , Social Learning Theory;
Siemens,- Connectivism: Learning as Network Creation Downes- An Introduction to Connective Knowledge

8. Connectivism
Learning has an end goal - namely the increased ability to "do something well"
Learning is a process of connecting specialized nodes or information sources
Knowledge, expertise, wisdom may reside in non- human appliances
Knowing where to find information is more important than knowing information
Nurturing and maintaining is critical
Connectivism requires a diversity of opinions
Different approaches and personal skills are needed to learn and perform effectively
Currency (accurate, up-to-date knowledge) is the intent of all connectivist learning
Highlight that people (advisors in Financial Services) need to provide more than data, knowledge and information...but wisdom.
It’s more important to know where information is than to have it rote. How often do rules, regs, processes change?? Knowledge and expertise exist outside of human appliance.
Source- Adapted from :
Siemens,- Connectivism: Learning as Network Creation
Downes- An introduction to Connective Knowledge
Connectivism.ca

9. How Do We Harness This Power?

10. 4 Requirements for Social Learning
Observation
Retention
Reproduction
Motivation
Frame coaching and adoption around these four requirements for a social interaction:
Observation
Retention
Reproduction
Motivation
Source- Bandura , Social Learning Theory

11. Delivering On Each Requirement
Observation
What Great Looks Like
What Not-So-Great Looks Like
Retention
On-demand, embedded access (Intrinsic IS BACK)
Intuitive search
Be intentional with tagging and key words
Replication
Video modeling with expert and peer feedback
Motivation
Leader-board- Combine results and behavior
Know your audience
Encourage senior leaders/sponsors to use informal video

12. Benefits More flexible and cost effective than traditional modalities
Better control of the message
Greater engagement and participation
Improved collaboration
Sharing of institutional best practices

13. The “Social” Bridge

14. Five Ways Social Is Being Used
Conversational
Skills
Client Interaction Skills
Process and Task Execution
Coaching
On-Demand Performance Support

15. What - Best Practices For Deployment
Live Platform Demo after this slide

16. Integrating in Your Environment
Formal
Informal

17. Design Best Practices Formalize the informal Stand-alone Blended
Pre\post activities
Senior leader group participation
Create shared experiences through cohorts
Context matter
Communities and groups
Define cohort groupings based on performance or learner characteristics
Use video for skill development and coaching
Measure- production and engagement
Drive and encourage participation
Respond in the community instead of
Use featured content to control the message of change

18. Formalize The Informal

19. Integrating in Your Environment
Formal
Informal

20. Social As Performance Support
One size does not fit all
Performance-Centered Design not Instructional Systems Design
Embed within existing tools
Help your colleagues where they are- not where you are
Sales Enablement
Position the support initiative on job skills, not just process

21. Embedded Performance Support
Live Demo of Salesforce integration and Sales Enablement

22. Peer Learning and Support
Source: IBM

23. The herd will correct incorrect information

24. Best Practice …Use Community Learning instead of Social Learning…

25. Measure engagement and activity in the platform frequently

26. Participation Metrics

27. DIAGNOSTIC METRICS APPROACH
1st Quartile
Best Practice Super Star
Producing Star
2nd Quartile
Business Results
Under Review
Movable Middle
3rd Quartile
4th Quartile 0%
50%
100%
Community Engagement

28. Lessons for Monday Morning
If “Social” is a bad word, use “Community Learning”
Start with the end in mind and the business results you need to achieve, then the job skills required to deliver those results
Design social experiences that facilitate authentic, just-in-time support and promote collaboration; no moderation
Be fearless in your measurement and accountability

29. Questions?