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AGENDA

STEP: May 2-4 Meeting - Hosted by the Bank of Montreal, Institute For Learning

DRESS: Business Casual.

BREAKS/TIMING: Breaks will be scheduled ad hoc. Timing and sequence of agenda items is approximate and subject to change!

BREAKFAST: Breakfast is available in the IFL's dining hall each day from 6:00 until 9:00, and light fare and beverages will be adjacent to our meeting room throughout the day.

WEBEX ARCHIVES are now available for most presentations. Just follow the links below in the agenda. If you've participated in our webinars before, the archived sessions should launch just fine. If the WebEx replay link above does not work as expected, please follow these steps.

Setting up your system to play a WebEx replay:

1.) Go to: http://xoweb.webex.com

2.) Select “Meeting Center” tab, then Setup (left side menu), then Meeting Manager

3.) Follow instructions to set up Meeting Center software. Once software is installed, re-select the WebEx replay link

If you are still having issues, please try the following: Hold down your “Control” and select the WebEx replay link. Continue holding down the control key until the WebEx replay begins. Additionally, please disable all pop-up blockers as another option. If the issue persists, please schedule 15 minutes of time with Tim Stewart, XO Communications, for assistance. Email: timothy.d.stewart@xo.com Phone: 303-539-1019

WEDNESDAY, MAY 2nd

7:00 Informal Dinner in the IFL's dining hall. Timing is approximate. The dining hall is open from 6:00 until 8:00. If you arrive later, hungry, ask the Social Centre attendant what he might rustle up for you.

THURSDAY, MAY 3rd

8:00

Gather at our meeting room, grab coffee from the service outside our room and get started.

8:30 Stan Malcolm: Welcome new members and general introductions. Capture additional Roundtable topics.
9:00 Malcolm Roberts, Director, Learning Solutions. Welcome to the Bank of Montreal's IFL.
9:15

Jay Cross, Peeling the Informal Learning Onion. (34 minute Webex Archive.) Roughly 90% of key job learning happens outside formal classroom and technology-based course settings. Informal Learning is Jay's term for that 90%. He'll be describing various approaches to informal learning, linking to Web 2.0 concepts where appropriate, and illustrating with examples. In addition to setting the stage for us, he'll be popping in between sessions with commentary and anecdotes. To get us thinking, Jay has provided a valuable white paper. Jay Cross' Contact Information PPT slide.

9:45 Roundtable Discussions: Topics from the list below or generated at the start of the meeting. (Break).
10:30 Charles Beckham. The Power of the People: Learning Revolution 2.0. (1 hour, 31 minute Webex Archive. Due to technical difficulties, we were unable to record Charles' slides via Webex. Instead, you may access them here: Charles Beckham's PPT slides. Also, we now have Charles' and Karie Willyerd's final slide deck from their ASTD presentation on the same topic: Karie Willyerd and Charles Beckham - ASTD Presentation 2007 - "Power of the People: Learning Revolution 2.0") Learners are leading the revolution to take control of their environment through social networking. Is the LMS dead? Are Instructional designers obsolete? Taxonomies become folksonomies. This session will ignite your imagination on the future of the learning participation age. Learn how the new tools of Web 2.0 will change the learning space. (11:30 - Jay)
11:45 Bob Megens. Performance Impact of Learning. (1 hour, 1 minute) In order to better demonstrate business value, BMO Financial Group developed a strategic framework that articulates the dependencies for utilizing measures that reliably connect performance and training inputs. This continues the Bank of Montreal's longstanding emphasis on thoughtful innovation in articulating meaningful performance metrics. Bob Megen's PPT slides.
12:30 LUNCH will be provided in our meeting room.
1:30 Jay Cross - Reflection and/or anecdotes.
1:45 Linda Larue. Talent Management. (43 minute Webex Archive.) In our 2002 and 2004 culture surveys, we got strong feedback from our employees that our people processes were not being used effectively throughout the company. We were still trying to merge the two cultures of Kellogg and Keebler into one united organization. The tools we put in place for managers and employees have been very effective for us. (2:30 - Jay) Linda LaRue's PPT slides.
2:45

Roundtable Discussions: Topics from the list below or generated at the start of the meeting. (Break)

4:00 Chris Giantsopoulos. Implementing a Regulatory Compliance e-Learning Project. (1 hour Webex Archive.) In 2007 BMO designed, developed and implemented a Privacy and Information Security learning initiative for the whole organization. Chris will review many of the challenges and complexities of implementing an enterprise wide regulatory training initiative, including the utilization of an off-shore development firm. (4:45 - Jay) Chris Giantsopoulos' PPT slides.
5:00 Meeting adjourns for the day.
6:00 IFL Tour led by Malcolm Roberts (Gather in "The Bow".)
6:30 Pre-dinner Reception and Photo Op. (Gather in "The Bow".)
7:00 "Chef's Live" Interactive Dinner in the IFL Auditorium.
9:00 Kareoke Night in the Social Centre (All IFL guests are welcome)

FRIDAY, MAY 4th

8:00 Gather at our meeting room, grab coffee from the service outside our room and get started.
8:30 Roundtable Discussions: Topics from the list below or generated at the start of the meeting. (Break)
10:00

Stan Malcolm (for Wayne Hays and Shirley Dickson). Training & Development Portal. SolectronWorld replaces MySolectron as the corporate portal. See how we've structured content. I'd like to know how you have designed your portal space. Are you happy with it? What would you do differently? Stan Malcolm's PPT slides.

10:30 Roundtable Discussions: Topics from the list below or generated at the start of the meeting.
11:30 Stan Malcolm. STEP Business Meeting. The state of STEP; plea for feedback and follow-up actions.
12:00 Meeting adjourns.

ROUNDTABLE DISCUSSION TOPICS

We use roundtable discussions to cover general company news updates and topics that haven't made it onto the formal agenda. Often, roundtable time provides some of the greatest value of our meetings. Among the informal topics during this meeting's roundtables, we'll discuss:

  • Bank of Montreal, Gina Jeneroux: BMO's Accessibility Study. BMO's Institute for Learning stepped back and took a comprehensive look at making their services truly accessible to those with special needs. We'll hear about the work, illustrated with examples.
  • Agilent, Pat Ross & Kendra Anderson: Employee Development. What novel approaches are you taking to support employee development at your company? Do you have a philosophy of leadership development at all levels? If yes, how is this communicated, supported and developed?
  • Agilent, Pat Ross & Kendra Anderson: New Employee Onboarding. What new kinds of things are you doing today to help new employees get up to speed and productive quickly in their new jobs?
  • Lockheed Martin Aeronautics, Sue Hoffman: Skill Retention. How can we retain critical skills in an aging workforce environment? What strategies, processes, and/or best practices are you using to ensure that critical skills don't walk out the door?
  • Agilent, Pat Ross & Kendra Anderson: Employee Engagement. What are the latest strategies (related to learning and development) you are employing to boost employee engagement, especially for longer term employees?
  • Alumna, Pat Golden (Formerly FreddieMac): Action Learning. The World Institute for Action Learning (WIAL) has been formed. I would be interested in hearing about how the attending companies are using Action Learning in Leadership Development.
  • Alumna, Judy Issokson (Formerly Agilent, HP, Sun, Apple): Multigenerational Workforce Issues. What is the impact of a multigenerational workforce on HR/staffing/workplace issues? Frequently, "performance issues" seem to be disconnects in expectations/understandings/experience between generations.
  • Bank of Montreal, Ian MacNeil: Microsoft's OneNote. I've been experimenting with this personal organization tool. Have others tried it? How are you using it?
  • Bank of Montreal, Ian MacNeil: "T-BOK", a Training Body of Knowledge. Professional groups like the Project Management Institute offer "Body of Knowledge" documents that are granualar, comprehensive, and referencable. What would a Training Body of Knowledge be like and how might one be created?
  • Quidel, Phyllis Huckabee: Coaxing Leaders to dig into Marshall Goldsmith's "What Got You Here Won't Get You There". I'd like STEP's advice on how to incorporate the new Marshall Goldsmith book into basic leadership training we're doing, starting May 9th. In addition to the content of the program (which I am in the process of finalizing), I want people to be able to dig further if they are interested. I've thought about giving them all a copy of the book. However, I would like to draw their attention to portions of the book during the program to lure them into reading it.
  • (Additional topics will be identified at the start of the meeting, and throughout.)

QUESTIONS?

If you have questions about the agenda, contact Stan Malcolm at: Stan@Performance-Vision.com or 860-295-9711.
Logistics problems, call Ian MacNeil at 416-490-4345. Travel issues, contact the IFL's Front Desk at 416-490-4300.

THINGS TO BRING:

Please bring materials describing whatever you plan to discuss. Twentyfive copies should be enough. (Bulky items may be mailed in advance to Ian MacNeil, Sr. Manager, Learning Solutions, Bank of Montreal - Institute for Learning, 3550 Pharmacy Avenue Scarborough, Ontario, M1W 3Z3, Canada.)

 

 


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