LEARNING STRATEGY

TEMPLATE
Designing Learning Products
Dear students,

Designing learning strategy is a challenging process . This guide will help you
structure your thinking around the process and help you identify various
elements that you should take into consideration when preparing your
learning strategy.

Good luck!
 This is your Tips & Tricks section.
Here you will find useful advice
Tip that will help you navigate
through this guide.

Using This Template

✓ Feel free to customize the template and duplicate/add slides if needed.

✓ You will find handy tips and tricks to assist you throughout the template.

✓ Be creative and have fun!

Table of Contents

1. Your Business Strategy

2. Mission and Vision of the Learning Organization

3. SWOT Analysis of the Learning Organization

4. L&D Strategy

5. Execution Plan

6. Performance Management and KPIs

1. Business Strategy
 Here you can write the company strategy and discuss top line
learning support. Make sure to meet with your company leaders—
GM, heads of department, etc.—to understand your market
business strategy. You can:

Connect Strategies Tip •

•
Discuss the goals and objectives of the organization.

Identify areas where the support of the training department

will be needed.

• Discuss overall training and development requirements.

Company
HR strategy L&D strategy
strategy
2. Mission & Vision
Mission
Insert here a short, concrete, concise statement that clearly
defines the scope of the learning organization. This mission
statement should describe your purpose or reason for existing.
Here are some questions to answer:

 Why do we exist?

 What’s our purpose?

 What do we do?

Tip
Vision
Add your vision here. Vision defines your desired future state and
provides directions for where you are going as an organization.
Here are some questions to answer:

 What will your learning organization look like 3-5 years from
now?

 What does success look like?

 What is your picture of the future?

Tip
3. SWOT
SWOT: Where Are We Now?
Strengths Weaknesses Tip

• •
When using SWOT, make sure to:
• •
✓ Identify strategic issues and business challenges.
• •
• • ✓ Conduct an environmental scan considering new

• • trends in education and learning methods.

✓ Conduct a competitive analysis.

Opportunities Threats
✓ Identify critical training needs, discover gaps
between company goals and existing training
• •
programs, and analyse available resources.
• •
• •
• •
• •
4. L&D Strategy
Role of The Learning Organization in Building
Organizational Capabilities

Tip

Leadership Process and ✓ Define which parts of the organizational capabilities

and culture structure you will be supporting and how.

✓ Clearly state where you will be in the lead versus

where you will only support the organization.

✓ Take into account that you cannot prioritize all the

Knowledge People and capabilities.
and tools skills

Measure
 Tip

Learning and Use 70:20:10 model to explain how you plan to implement learning in your
organization. Here you can:

Development Model ✓ Outline methodology focuses.

✓ Discuss the roles of non-L&D stakeholders in supporting the learning

process.

✓ Indicate in which methodology you will invest more of your budget.

70 : 20 : 10
Learning & Development Model
• x
Examples • x
• x
Experiential

70 %
Working with new and
challenging experiences
• x
Examples • x
Social Learning • x

20 %
Build communities and
special interest groups;
mentoring and coaching • x
Examples • x
• x
10 % Training
Structured courses,
workshops, and elearning
 Here you can give a snapshot of your annual plan to your team
Tip of executives. This document is typically a part of the pre-read
Annual Learning Plan for your strategy meetings.

LEARNING KPIs:

FUNCTIONAL TRAININGS LEADERSHIP ONBOARDING

• X Q2 New managers Company onboarding

• X FY • x • x Q1
Q1
• X Q4 • x • x Q2
Q2
• x Q2 • x • x
Q2
• x Q3 • x FY
• x FY
• x Q1
• x Q1 Top leadership Functional onboarding
• x • x
Q2 Q1
• x Q1 • x • x
Q2 FY
• x Q4 • x • x
TBC Q4
• x • x

TALENT PROGRAMS

FOCUS PROJECT 1 FOCUS PROJECT 2 FOCUS PROJECT 3

• x Q1 • x Q1 • x Q1
• x Q1 • x Q1 • x Q1
• x Q2 • x Q2 • x Q2
• x Q4 • x Q4 • x Q4

In-class On-the-job Online/blended

5. Execution Plan
 In this section you can provide a detailed overview of your
support per function. You can use the “look of success” column
Tip to add metrics, “initiatives” to provide a description, and

Learning Initiatives per Department “population” to specify target groups within the function.

Q Q Q Q
Priorities Look of success Initiatives Population
4 1 2 3

Accelerate people
Sales development Reinforce on-the-job coaching processes Key account managers
processes

Marketing

Supply chain

HR

Customer
care
6. Performance
Management and KPIs
6. Performance Management
and KPIs
Learning metrics How will we measure? Targets Tip

1. Lesson reaction metrics Use this section to map what and how
you will measure. Outline your targets
2. Knowledge metrics
such as:

3. Behavior change data ✓ Learning metrics that are specific to

your organization.
4. ROI
✓ HR metrics that you influence with
HR metrics your support.

1. Employee attrition ✓ Other functional KPIs that you would

like to monitor.
2. Engagement survey
3. Time to perform in the role
4. Metrics for functional trainings
(sales KPIs for sales, market KPIs
for marketing, etc. )
THANK YOU