Learning & Development ✨UPDATED

Building employee knowledge, skills and abilities through education and development to drive organizational performance, productivity, and results.

Documents included in this package


Level 1 - Core

Defining Learning Requirements to Clarify Purpose and Desired Outcomes.

Building a learning and development capability requires an understanding of the organization’s direction and strategies, how these translate into learning requirements, and ... more »

Identifying the Approach for Developing and Delivering Learning Content.

Creating a learning plan is essential for identifying the content development and delivery approach. A learning (or training) plan clarifies and details how the learning objectives ... more »

Using Internal Resources to Create Learning Programs that Impact Employee Knowledge, Skills, and Ability Acquisition.

Learning programs refer to any training initiative or process designed with a specific learning objective (outcome). These include live classroom or virtual classes, as well as ... more »

Leveraging External Partners to Meet Learning Needs.

Once a decision to “buy” (externally) versus “build” (internally) a particular learning program is made, it is common to seek vendors with established track ... more »

Delivering Formal Live or eLearning Programs to Enhance Learner Understanding and Retention.

The presentation and delivery of learning programs and development activities represent the crucial step of core L&D efforts, where all the needs analysis, design, and ... more »

Developing a Learning Measurement Process to Monitor Progress, Results, and Communicate Value.

As HR and L&D are essential business functions, evaluating the outcomes of learning programs is crucial for justifying their continued existence and use, and is also vital for ... more »

The Focus Group Summary Tool: Consolidate Outputs Needed to Support Decisions on Learning and Development Programs to Create.

Consolidate Outputs Needed to Support Decisions on Learning & Development Programs to Create. Ready-to-Use Tool + Summary [Download Template & Excel File]... more »

The Business Needs-To-Learning Requirements Conversion Tool: Define Learning Objectives for Learning and Development Programs.

Define Learning Objectives for Learning and Development (L&D) Programs. Ready-to-Use Tool + Summary [Download Template & Excel File]... more »

The Learning Plan: Outline Learning Objectives, Skills, Delivery Methods, and Evaluation Criteria to Guide Effective Development Programs.

Outline Learning Objectives, Skills, Delivery Methods, and Evaluation Criteria to Guide Effective Development Programs. [Download Template & Excel File]... more »


Level 2 - Advanced

Establishing Effective Governance and Business Alignment with Learning Councils.

Learning Councils actively and formally involve functional leaders and managers in aligning L&D with business goals by reviewing strategies, identifying learning program needs, ... more »

Deploying Technology to Enhance Learning Delivery and Management Efficacies.

Creating, managing, delivering, and curating learning content at scale typically requires technology solutions. The range of options is extensive and continues to expand each year, ... more »

Creating Informal Learning and Experiential Development Opportunities for Cost-effective Delivery.

Informal learning includes any learning or development activity that a) takes place outside of a formal classroom or educational setting, b) is self-initiated or guided, and c) ... more »

Building a Team to Develop, Manage, and Maintain Multiple Content and Delivery Vehicles.

A practical learning and development (L&D) function requires specific capabilities, including the ability to understand and address business and talent needs, the capacity to ... more »

Creating a Learning Culture that Supports Career-long Education and Development.

A learning culture encourages and supports the organization and its employees' ongoing pursuit of knowledge and growth, promotes the sharing of learning with others, and motivates ... more »

The Learning Council Chapter Template: Define a Governing Body to Guide and Oversee the Learning and Development Function.

Define a Governing Body to Guide and Oversee the Learning and Development (L&D) Function. Ready-to-Use Tool + Summary [Download Template & Excel File]... more »


Level 3 - Emerging

Conducting Performance Consulting-based Learning Needs Assessments for Specialized Solutions.

“Performance Consulting” addresses workplace performance issues through a structured approach to understanding and resolving them. The problem may occur at the ... more »

Tailoring Learning Offerings to Critical Workforce Segments for Increased Impact on the Highest Value Roles.

A critical workforce segmentation involves identifying roles that disproportionately impact the organization's strategic goals. Therefore, from a learning and development ... more »

Deploying Emerging Technologies to Boost Learning Content and Delivery for Richer and More Robust Skills Acquisition.

The latest technologies entering the learning and development (L&D) space are generating attention due to their potential to transform how learning is delivered to best meet ... more »

Leveraging Design Thinking and Rapid Prototyping for Fast, More Employee-centered, and Responsive Learning and Development.

Design Thinking and the Human-centered Design (HCD) methodology represent “an iterative process in which we seek to understand the user, challenge assumptions, and redefine ... more »

The Performance Consulting Assessment Tool: Uncover Workforce Challenges and Supporting Data for Learning and Development Solutions.

Uncover Workforce Challenges and Supporting Data for Learning and Development (L&D) Solutions. Ready-to-Use Tool + Summary [Download Template & Excel File]... more »

The Strategic Objective–Critical Role Development Flow-down Diagram: Map business objectives to team-level actions and L&D responses.

Map business objectives to team-level actions and L&D responses to strategically align critical roles. Ready-to-Use Tool [Download Template & Excel File]... more »

The Persona Template: Define Different Types of Learners, their Preferences, and Requirements for Learning and Development.

Define Different Types of Learners, their Preferences, and Requirements for Learning and Development. Ready-to-Use Tool [Download Template & Excel File]... more »


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