1. ANALYSIS FINDINGS AND CONCLUSIONS
PHASE 3:
Analysis
APRIL 18-23, 2012
Sample
EXECUTIVE BRIEFING
ANALYSIS FINDINGS AND CONCLUSIONS
RETAIL EMPIRE, INC.
LEARNING & DEVELOPMENT STRATEGIC PLAN
©2012 RAY SVENSON CONSULTING, INC.
RAY SVENSON CONSULTING, INC. • 112 Two Mile Bridge Road • Roberts • MT • 59070 •
Office phone: • Mobile phone: 1

2. Executive Briefing PROJECT PURPOSE
PHASE 3:
Analysis
The purpose of this project is to
Analyze and anticipate the learning needs of Retail Empire’s employees
Assess the capabilities of the current Learning and Development System to meet the anticipated needs
Propose a future-state Learning and Development System
Develop an Implementation Plan to transition to the new system

3. Executive Briefing PROJECT APPROACH
PHASE 3:
Analysis
Project Process Map
Project Plan
Development
Data
Collection and Analysis
Design
Phase
Implementation
Plan
Business
Needs
Analysis
Analysis
Findings
and
Conclusions
Design High-Level Learning & Development System Architecture
3-5 Year
Implemen-
tation
Plan
and
Business
Case
Project
Plan
Assess
Current
Capabilities
Executive
Review
Executive
Review
Executive
Review
Research
Best
Practices
Develop
Specifications
and
Design Details
2 Weeks to 6 Months

4. Executive Briefing PROJECT ORGANIZATION
PHASE 3:
Analysis
Project Leader, Alice Monroe, Chief Learning Officer
Organize and lead the Working Team
Be accountable to company executives, Sponsors, and Executive Steering Team
Perform as liaison with best practices companies
Secure the necessary resources
Recruit Sponsors
Sponsors, Janet Elias, President and Paul Johnson, HR VP
Recruit Executive Steering Team members
Review project deliverables
Advocate for the project
Executive Steering Team which includes the president, HR VP, and VPs of key departments
Review analysis findings and future L&D System Architecture
Review Implementation Plan and Business Case and advocate to Executive Leadership Team for approval
Provide members to the Working Team
Provide access to people and information
Advocate for this project
Working Team which includes representatives from key departments selected by Executive Steering Team (one-third time for four months)
Conduct analysis tasks
Participate in analysis, design, and implementation planning meetings
Present findings to Sponsors and Executive Steering Team

5. Executive Briefing DATA SOURCES
PHASE 3:
Analysis
Executives interviewed
Middle managers interviewed
Focus groups
Other sources
Employees with experience in Wal-Mart, Target, Kmart, Kohl’s etc.
Literature search
Interviews and visits with six other best practices companies
Employee dynamics forecasts from HR database and leadership interviews
IT technological readiness interviews
Survey of existing learning & development expenditure, services, and capabilities

6. Executive Briefing KEY FINDINGS AND CONCLUSIONS
PHASE 3:
Analysis

7. Executive Briefing SUMMARY/RECOMMENDATIONS
PHASE 3:
Analysis