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What is ‘frictionless learning’?
We want to make sure we are driving learning outcomes for your business, in a sustainable, repeatable, and scalable way. We call this ‘frictionless learning’. By giving you the tools to do the job effectively, your people will learn better, your business will thrive, and you will save time and money too!
We’ve outlined our approach to delivering ‘frictionless’ learning
We’ve outlined our approach to delivering ‘frictionless’ learning through our Kallidus Readiness Model. We’ve done the research and learned that it is hardly ever (translated to “never) one person who makes decisions or influences the learning strategy of the organization. These decisions are influenced by leaders in Finance, IT, Operations, even Legal, and are ultimately made by Learning & Development, Talent, and Human Resources. We’ve taken all this into consideration and designed a model that you can use and share with leaders throughout your organization so that you have a framework within which to make the best decisions for your learners and your business as you contemplate the learning management system that works best for you.
The following document provides an outline of the process and tools to support this approach. There’s lots here, but nothing worth having is easy – right?
In fact, we wrote this playbook for people who find their current learning environment — to use the words from our L&D practitioner survey — “a little clunky”. Well, don’t worry! The friction that you feel now is what sparked you to look for something better. The good news is that we’ve done the heavy lifting for you, so now let’s get you moving toward frictionless learning experiences for all!
Quick Tip!
We know every organization is starting from their own unique place. Depending on your current use case and progress against that use case, you may be able to skip some of these steps, or this playbook entirely.
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Getting Started with a Safe and Legal Use Case for your LMS
Based on our research, more than 60% of companies looking for an LMS are looking to achieve full compliance, or a safe and legal organization. In this playbook, we explore what it takes to make that a reality. We are fully aware that no one gets particularly excited about required training, but in most cases, this is the learner’s first opportunity to interface with your learning programs, culture and LMS so it is extremely important to make that first impression a strong one.
Let’s make it happen!
Five steps to becoming safe and legal
The safe and legal use case is only complete by documentation of full compliance of your people and organization when measured against basic legislative needs/governance.
These five steps will help you to that goal.
1. Buy-in from key business stakeholders to understand organizational requirements
- Check out our Stakeholder Engagement Playbook for clues.
2. Safe and legal measure of success
- What completion percentages or scores are mandated by regulatory bodies, or your internal teams?
- What are the critical dates you are working toward?
- What certifications must be in place for you to win projects?
3. Personalization and Content, Content, Content!
- Who needs this content and why?
- What content do you have, and what format is it in?
- Have you sought any feedback from your employees on the learner experience, engagement, and overall usefulness?
- Use quizzes, assessments, and simulations to measure and reinforce compliance knowledge.
4. Communication Planning
- Let’s face it, not everyone gets out of bed to do compliance training; however, it’s human nature to follow through with tasks when the results are desirable. Set expectations and rewards.
- Establish regular communication channels to keep employees informed about compliance updates, policy changes, and the importance of adhering to regulations.
5. Measurement and Iteration
- Make sure you have the right reporting information setup and going to the right stakeholders
- Implement robust monitoring and reporting mechanisms within the LMS. This includes tracking user progress, completion rates, and assessment scores.
- Regularly review and analyze the data to identify compliance gaps and areas that may need additional training or reinforcement.
- Don’t stop until you have 100% compliance!
Quick Tip!
Having worked in a compliance centric 3,000 employee organization on the practitioner side, and with hundreds of Kallidus customers, this is a use case that we see time and again. Being ‘safe and legal’ is business critical but let’s be honest, it isn’t that ‘sexy’.
I always looked at it from the lens of my C-Suite. It we didn’t get this right, the CEO would be at my door, and rightly so. This is about life or death in some cases. When someone gets hurt on a job, compliance reporting from our LMS is now front and center.
I always thought about compliance as being foundational. It is non-negotiable as a budgetary priority. But once it was delivered successfully, I earned credibility and the freedom to move onto the more exciting areas – like elective learning, manager-advocacy, and learner-generated development!
I’m excited for you to master this use case so that you too can do even more!
Sian Murphy, Kallidus L&D and Customer Success
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Tools for you to use
Staying accountable to your goals requires organization. In this section, we’ll provide your with some frameworks to use to organization your compliance needs.
A framework for your safe and legal journey
You likely have lots of thoughts swirling around your head. Let’s give you a place to put them! Here are some relevant next steps for you to take to get started:
Document the who, what, when and why.
- Use this table as a guide to finding the information you need to do a complete compliance training audit.
- Use our Stakeholder Engagement playbook to start planning for who needs to ‘be in the room’ and how you will communicate with them.
- Measure your baseline and your progress by using our Readiness Assessment. The Readiness Assessment will document your current journey so you can see where you started and how you have improved.
| Compliance Topic | Internal Owner | Regulatory or External Owner | Reporting Requirements | Completion Level | Business Risk or Non-Compliance | |
|---|---|---|---|---|---|---|
| IT | ISO 27001 | CIO | ISO | Annual Certification - in person and reporting | Whole company | Failure of certification means we cannot work with our largest customers / cannot work with new customers - $millions |
| HR/IT | GDPR | HRD/CIO | International CIO | Annual | Whole company | Fine/Reputation/Customer Impact |
| FIN$ | Anti-money laundering | CFO | FDIC/OCC/FCA | Annual | Whole company | Fine/Reputation/Customer Inpact |
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Take the Kallidus readiness assessment
We’ve designed an assessment for you to use within your organization to determine how far along you are in your readiness to successful accomplish your learning goals. This assessment will take only 5 minutes and generate a personalized report to guide you through your next steps in achieving success.
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