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DRESS:
Business Casual. Have picture ID with you to gain admittance to
the USAA campus.
BREAKS/TIMING:
Breaks will be scheduled ad hoc. Timing and sequence of agenda items
is approximate and subject to change.
BREAKFAST:
Please enjoy breakfast at the hotel before driving to the meeting
room. USAA will provide coffee and drinks during the morning; and
light snacks in the afternoon.
THURSDAY,
NOVEMBER 8th
| 8:00 |
Craig
Hall and Mike Dickinson: Welcome to USAA |
| 8:15 |
Stan
Malcolm: Welcome new members and general introductions.
Capture additional Roundtable topics. |
| 9:00 |
Roundtable
Discussions: Topics from the list below or generated at the
start of the meeting.
|
| 10:00 |
Judy
Issokson: Agilent's retrospective process for enterprise-wide
initiatives. |
| 10:30 |
Marilyn
Martin and Susana Sipes: Rapid development and deployment strategy
for WW Grainger's latest SAP upgrade. |
| 11:30 |
Roundtable
Discussions: Topics from the list below or generated at the
start of the meeting. |
| 12:00 |
LUNCH |
| 1:00 |
_____
|
| 1:30 |
Roundtable
Discussions: Topics from the list below or generated at the
start of the meeting. |
| 2:30 |
Sandy
Quesada: Strategies for Transforming a Training Organization:
the engineering strategy behind the reorganization of our training
department and how it dovetails with reorganizations going on
elsewhere at USAA. |
| 4:00 |
Roundtable
Discussions: Topics from the list below or generated at the
start of the meeting. |
| 5:00 |
Meeting
adjourns for the day. |
| 7:00 |
Dinner
at _____ |
FRIDAY,
NOVEMBER 9th
| 8:00 |
Roundtable
Discussions: Topics from the list below or generated at the
start of the meeting. |
| 8:30 |
Gina
Jeneroux: Progress on Bank of Montreal's e-Learning initiative
- required competencies and implementation strategy. |
| 9:30 |
Karen
Clarke: Continuing progrees on HJ Heinz's Pivotal Leadership
initiative. |
| 10:00 |
Roundtable
Discussions: Topics from the list below or generated at the
start of the meeting. |
| 10:30 |
Marilyn
Martin: WW Grainger's Industrial Plant Cutaway - a virtual industrial
plant that teaches sales reps how to identify opportunities
for MRO product sales. |
| 11:30 |
STEP
Business Meeting: The State of STEP - membership, activities,
opportunities, and the web site. |
| 12:00 |
Meeting
adjourns (Members who aren't rushing off to catch flights are
welcome to have lunch and chat informally.) |
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:
-
Debriefing and lessons learned from yesterday's Designing for
Focus workshop (All)
- Your
lessons learned through ERP implementations (Judy
Issokson, Agilent)
-
Ideas for sustaining virtual teams (Judy Issokson, Agilent)
- Agilent's
shift to a Customer First culture - tangible and intangible change
elements
(Judy Issokson, Agilent)
- The
shoemaker's children: staff development in our own shops (Marilyn
Martin, WW Grainger)
- Metrics
for contextual learning (learning via performance support, knowledge
management, action learning, etc.) (Marilyn Martin, WW Grainger)
- Aftermath
of September 11th: How have we changed, and how might we change,
the conduct of our businesses? (Jonathan Ward, Capital One).
QUESTIONS?
If
you have questions about the agenda, contact Stan Malcolm at: Stan@Performance-Vision.com
or 860-295-9711.
If
you have questions about travel directions or meeting room facilities/technology,
contact USAA's Craig Hall at (210-498-2662).
THINGS
TO BRING:
To
help plan for our next meeting, please bring notes on dates to avoid
(e.g., spring conferences you plan to attend).
Please
bring materials describing whatever you plan to discuss. Twentyfive
copies should be plenty. Also, feel free to send them to me (Stan)
electronically before or after for posting at the STEP web site.
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