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A Best Practices Guide
Develop a Marketing Communication Plan to Launch
Your LMS Key Steps for Success
ePath Learning, Inc. | Making the Case for an LMS | ©2016 2
Introduction
If your organization is considering a Learning Management System
(LMS), finding one that best meets your organization’s needs may not
be easy. There are hundreds of LMS products available. The
investment in time to find the right solution is significant, but given
what’s at stake, it’s well worth the effort.
You stand a much better chance of being successful if you follow best
practices for:
- Developing your case for an LMS to gain your organization’s
approval;
- Evaluating and selecting an LMS that best meets your
organization’s needs;
- Marketing the launch of your new LMS and subsequent
training initiatives.
To help guide you through this process, we’ve consolidated the best
practices that we’ve learned from our own clients throughout the
years. Our step by step guide, Develop a Marketing Communication
Plan to Launch Your LMS, is the last eBook in a series that should
help to jump start your research efforts, and ultimately help you speed
up your LMS selection and implementation process altogether. Follow
these best practices and you’ll be well on your way to LMS success!
ePath Learning, Inc. | Making the Case for an LMS | ©2016 3
Congratulations on your investment in a learning management system!
Soon you’ll be well on your way to configuring your LMS based on
your organization’s unique criteria, with the ultimate goal of
“launching” the system to all of your learning participants.
As with any technology investment, the sooner you promote and
encourage adoption of the new system, the faster you can accelerate
your return on investment and enhance your business performance.
The key to effectively promoting your new LMS for user adoption is
through strategic marketing communications.
This comprehensive eBook will assist you in your efforts of developing
your own marketing communications plan to support user adoption.
Marketing Your New LMS
Quick Fact:
System adoption is more about people
factors and effective communication
than about the technology!
ePath Learning, Inc. | Making the Case for an LMS | ©2016 4
Analysis: First, you must determine your target audience,
those internal or external users that will use your LMS. During
the analysis phase you are tasked with defining your
organization’s culture, identifying key stakeholders, target
audience groups and understanding each group’s unique
needs. If you followed our recommendations in our first
eBook, you should have a lot of this work already completed.
Strategy Development: Once you’ve identified your target
audience, you can start developing
marketing objectives, messaging, and identifying the
appropriate communication channels in which to distribute
your messages.
Implementation: Upon completion of your marketing
communications strategy you’ll be able to create an
implementation plan. This covers the tactical aspects that put
your plan in motion.
Monitoring: Setting benchmarks is an important part of your
plan. Ultimately, initiating feedback and two-way
communication will be really useful in monitoring your plan’s
success.
Your marketing communications plan is a customized roadmap that you
can follow to promote and launch your new LMS. Developing your plan is
a comprehensive process that, at a quick glance, includes analysis, strategy
development, implementation and monitoring the overall success of your
plan.
Marketing Communications Plan Overview
1
2
3
4
ePath Learning, Inc. | Making the Case for an LMS | ©2016 5
6 Steps to Launch Your Plan
Step 1.
Identify and
Understand Your
Target Audiences
<Analysis>
Step 2.
Identify Appropriate
Communication
Channels
<Strategy>
Step 3.
Identify Support
Initiatives
<Strategy>
Step 4.
Develop Global &
Key Messaging
<Strategy>
Step 5.
Plan and Schedule
Communications
<Implementation>
Step 6.
Encourage Two-Way
Communication and
Monitor Progress
<Monitoring>
ePath Learning, Inc. | Making the Case for an LMS | ©2016 6
LMS users are typically segmented into 4 categories: Administrators (for the
purposes of marketing communications planning – we assume whoever is
reading this is part of the Administrator team) Builders, Instructors, and
Learners. Each of these user groups has different needs and require
customized target messages based on those needs. When developing your
needs analysis you should have an understanding of how implementing the
new system will impact each user group so that you can develop messaging
that is simple yet impactful and relevant to their needs.
Another target audience group is made up of your Key Influencers. Key
influencers are the thought leaders or managers in your organization that
have influence over others and that can assist you in spreading your
message; particularly when brought on board early in your communication
process.
It’s also important to have an understanding of your organization’s culture,
particularly as it relates to learning and development. Focusing in on
“cultural change” as part of your user adoption communication plan can be
beneficial. Users are more apt to adopt their new LMS when their
organization’s culture supports and promotes professional development.
STEP 1. Identify and Understand Your Target
Audiences
ePath Learning, Inc. | Making the Case for an LMS | ©2016 7
Target Audiences Need Assessment Example
The matrix below presents examples of implementation needs per target
audience.
Target Audience Implementation Needs
Administrators
o Implementation planning/set-up expectations
o Detailed system training
o Access to technical help
o System benefits as opposed to current process–
Administrator level
Builders
o Implementation plans/design expectations
o Detailed system training
o Access to technical help
o Compatibility with existing content
o High level functionality description
o Blended learning options
Instructors
o Implementation plans/instructor expectations
o Detailed system training
o Access to technical help
o High level functionality pertaining to Instructor-led
courses
o System benefits as opposed to current process –
Instructor level
Learners
o Launch date/training expectations
o System training
o Access to technical help
o Accessibility options
o Confidence in system
o Ease of use
o System benefits as opposed to current process –
Learner level
Key Influencers
o Implementation plans/expectations
o System training
o Business value of system
o Role in adoption process
ePath Learning, Inc. | Making the Case for an LMS | ©2016 8
What will be the best way to deliver your marketing communications?
There are so many options available these days, consider what will work
best for your organization. The path of least resistance will be to use the
channels that your organization currently has available – and we
recommend a multi-channel approach. Some communication channels are
obvious like email or your corporate intranet, but perhaps the following list
will provide you with some additional ideas!
STEP 2. Identify Appropriate Communication
Channels
Mass email distribution allows you to tailor your
messaging to your specific target audience
groups. Make them informative, fun and visually
appealing to generate excitement about your
initiative.
Intranet
Intranets can be used to communicate your
initiative globally throughout your organization.
If your organization has different intranet sites
for different divisions, etc. then you can
customize your messaging even further.
ePath Learning, Inc. | Making the Case for an LMS | ©2016 9
STEP 2. Identify Appropriate Communication
Channels
Screensavers
Developing visually appealing corporate
screensavers/wallpaper/signage generates awareness and
reinforces your messaging without interrupting your staff.
It’s a great way to get your point across – it’s repetitive and
subtle.
Newsletters
Do you have an internal newsletter? Newsletters are
another channel to get your message across while
effectively engaging your staff. Not only would they help
during the pre-launch of your system, but newsletters can
be used to communicate system updates and success
stories after the fact!
Corporate Blog
Got blog? Not only can you get your messaging out there
but you’ll get feedback! Blogs are collaborative in nature –
you can post a message about the launch and employees
can respond with questions, comments, or concerns. You
can respond in kind, and organically support your adoption
process. Another advantage to the blog….what a great way
to develop additional launch collateral, such as an FAQ list –
you can base it on your employees’ feedback. Remember –
if one person asks a question there are ten more employees
that have the same question on their mind but might be
afraid to ask it.
Face-to-Face
Meetings
Let’s “face” it – the face-to-face meeting allows you to
engage your employees and get your message across while
soliciting questions and feedback. You can read your
audience, they, and you, can ask open ended questions, and
you can provide immediate answers, support, etc.
ePath Learning, Inc. | Making the Case for an LMS | ©2016 10
Your team will be working steadfast to ensure that your LMS is implemented
appropriately. Your implementation can take anywhere from 2 – 8 weeks
depending on the size of your organization and the number of Learners that
will be added to your system. There are a variety of steps that need to take
place to implement your system; from customization to loading content and
scheduling activities to adding Learners to your LMS. Although there’s work
ahead for your team – there won’t be a lot of time to get your messages out
there so “time will be of the essence.” The better prepared you are in
advance, the quicker you can put your plan into action.
To help prepare you for the next step, developing key messages, we’ve
created a “Support Initiatives Checklist.” Most organizations find it
beneficial to develop a tiered training schedule. This means that your
Administrators, Instructors and Builders need to be trained prior to your
Learners. You know that once you let your staff know that they will have a
new system to work with their first question will be – when will I be trained
on it? The following Support Initiatives Checklist will walk you through what
should be considered for support (aka – training) in advance of the launch.
STEP 3. Identify Support Initiatives
ePath Learning, Inc. | Making the Case for an LMS | ©2016 11
Support Initiatives Checklist
Name of LMS (ex. Brand U)
What is the name that you’re using to brand your
LMS
Initial Launch Date
What is the “Official Launch Date” for access to
the LMS
Initial Launch Department
Will you be launching the LMS to a department,
division, or your entire organization all at once?
Follow-up Launch Dates per Departments (if
applicable)
Launch Date (s) Department
Orientation Training Schedule Administrators
Builders/Instructors Learners
Frequency
Days /Dates
Times
Locations
Advance Prep Requirements (if applicable,
i.e. kickoff meeting for key stakeholders)
Key Contact Information
Key Contact Information – LMS vendor
ePath Learning, Inc. | Making the Case for an LMS | ©2016 12
STEP 4. Develop Global and Key Messaging
Global Messaging
Depending on the size of your organization, you may need to first develop
some general global messaging before moving on to your key messages.
This is the only part of your campaign where you should take the “one size
fits all” approach. Your messaging should be generic and cover high-level
points about your LMS launch. Below is a scenario-based example of the
questions you should be asking yourself in order to develop your global
messaging.
Industry: Aeronautics
Corporate Goals: We are an organization focused on excellence in design and manufacturing. Within the next 3 years we want to increase our market share and our profitability by X amount.
1. What’s your goal(s) for implementing your LMS? (the goal should align with your corporate goals)
Our goal for implementing this new Aeronautics LMS is to expand our focus of excellence to include learning & development. We need to empower our employees with the tools and knowledge they need in order to meet our goals of increasing market share and profitability. We will ensure our success if we speed up our design and development cycles to bring products to market faster. We will need a knowledgeable and well trained staff to achieve this.
2. What are some high-level benefits associated with implementing the new system?
The new Aeronautics LMS provides an engaging and learning-rich environment that can be accessed anytime and anywhere through the Internet. It’s easy-to-use and is customized to meet each of our employees’ learning & development needs. We’ll be converting most of our existing instructor-led courses into online courses so our employees will spend less time away from their families and their offices! All of our training and reference materials will be stored in a centralized area so we can ensure our employees have the most up-to-date information at all times.
3. How do you want your users to react? Incorporate those feelings into some “feel good” messages.
We’re really excited to launch this new training & development initiative and we’re here to support you every step of the way!
Aeronautics LMS – raising the bar for your professional development and growth!
We’re invested in giving you the tools that empower you to achieve great things!
ePath Learning, Inc. | Making the Case for an LMS | ©2016 13
STEP 4. Develop Global and Key Messaging
Key Messaging
Your key messaging will be the focus throughout the rest of your marketing
communications. These messages are critical in support of user adoption.
Key messaging is your “elevator pitch” and it should answer the question
“what do you really want your employees to know?” Clearly define your
objectives and tailor your messaging according to your target audience
groups. You should be acutely aware of how they will receive and perceive
the information. Only then will you truly be effective in getting your
message across. It sounds fairly simple, however there are a few guidelines
that you should follow when developing your key messages.
Key Messaging Guidelines:
Consistency – Consistency in your messaging will help to put your
employees at ease during your University launch. Consistent messages help
to build trust, solicit buy-in, and adoption of your new LMS. Be sure that
your messaging is consistent across all materials that you distribute, to each
target audience, and within each communication channel.
ePath Learning, Inc. | Making the Case for an LMS | ©2016 14
Concise – Concise messages are short, sweet, and to the point. Key
messages should be easy to understand and limited in nature – don’t over
explain anything. Additionally, when developing your strategy keep in mind
that less is more – key messaging should be limited to 3-4 messages per
target audience group. Too much will be overwhelming, and too little may
be too confusing – it’s a fine line that needs to be balanced.
Relevant – Relevant key messages are engaging and informative. They
connect with the target audience group, capture their interest and have
great appeal. Ultimately, the messaging needs to resonate well and be
relevant with your target audience or it may be ignored. Besides, you don’t
want to overwhelm your employees with irrelevant information.
Tailored – This guideline cannot be stressed enough – if you haven’t picked
up on it already, it’s been a common theme throughout this toolkit.
Tailoring your messages based on your target audience needs is extremely
important – it’s all about the audience!
Strategic – Your key messaging should be strategically deployed. Think
timely and often. It’s just as important to begin communicating your LMS
launch upon signature of the contract as it is up to and throughout the
launch.
STEP 4. Develop Global and Key Messaging
ePath Learning, Inc. | Making the Case for an LMS | ©2016 15
STEP 4. Key Messaging - Example
Now that you’re familiar with the guidelines, let’s move on to developing some
key messages for your target audience groups. We’ve gone ahead and created
some generic key messaging for our “Administrators” target audience group
based upon the needs that we identified back in Step 1. The italicized text reflects
fictitious training, launch dates, etc. and is used just to add some perspective.
Administrators:
Implementation Needs Example Key Messages
- Implementation planning/set-
up expectations
- Detailed system training
- Access to technical help
- System benefits as opposed to
current process– Administrator
level
Tactical Messages:
- Administrators are responsible for defining
requirements and adding users to the system for
their respective departments prior to the launch
date.
- Administrators will receive training on the system via
webinar on April 3rd and 5th.
- Each webinar is scheduled for a 2-hour timeframe
and is hosted by our vendor, ePath Learning. 9:00
a.m. start.
- The official launch of our new University is May 1st.
- Administrators are responsible for distributing user
names and passwords prior to the system launch.
- Mr. White is the key contact for our organization.
Please feel free to contact him if you have any
questions.
- Our LMS vendor will provide us with a dedicated
Client Service Representative. They will handle our
account and any questions that we may have
moving forward.
Value-added Messages:
- No longer will you have to spend time tracking your
employees’ training manually.
- The system is scalable – it’s quite simple to add or
delete users. If your groups are large we can discuss
a batch upload option.
- Easy to build curriculum ensure your employees are
participating in the courses that they need.
ePath Learning, Inc. | Making the Case for an LMS | ©2016 16
By now you’ve identified your target audience groups, developed key
messaging for each group, and have decided upon which communication
channels best suit your organizational needs. The next step is to plan for
and schedule your communications. Again, it’s important to emphasize that
the earlier you begin your communications, the more apt you are to
increase user adoption rates. Establishing a weekly schedule based on pre
and post launch communications is ideal. Plotting your activities on a
spreadsheet can be quite helpful. For example:
STEP 5. Plan and Schedule Communications
Week Ending 3/29 Week Ending 4/5 Week Ending 4/12
Administrators Distribute Key
Messaging Email -
Administrators
Distribute Training
Reminder Email -
April 1st
Distribute Training
Follow-up Email
Instructors Distribute Key
Messaging Email -
Instructors
Distribute Training
Reminder Email -
April 1st
Distribute Training
Follow-up Email
Builders Distribute Key
Messaging Email -
Builders
Distribute Training
Reminder Email -
April 1st
Distribute Training
Follow-up Email
Key
Stakeholders Distribute Key
Messaging Email -
Key Stakeholders
Reminder
Distribution of Key
Messaging Email -
Key Stakeholders
1. Distribute Kick-off
meeting Reminder
2. Distribute Meeting
Follow-up Email
Learners Distribute Key
Messaging Email -
Learners
ePath Learning, Inc. | Making the Case for an LMS | ©2016 17
Congratulations - you’ve finally launched your new LMS! Just when you
think your job is over – it really isn’t. This is where you can really make a
difference. It’s very important that you offer a solid support system during
system adoption. That means encouraging feedback and monitoring
participation levels within the system. If you see that participation is not at
the level you think it should be, you need to find out why. You need to
reach out to your users to see what might be the problem. Do they require
training? Are they having problems setting the time aside to start their
courses? Is there a technical problem?
Once you’ve started to receive feedback it’s an ideal time to brag! Heck
you’ve earned it and your users have earned it. Share success stories from
different departments; facilitate positive communications between system
adopters. Host a post-launch get together, start a competition to
encourage faster adoption rates. Share positive comments about the
system and make it fun.
More importantly – embrace negative comments! Take them head on and
work with your users to resolve any issues that they may have. You CAN
accelerate user adoption rates through promoting the efficiency and
effectiveness of the system – you just have to put it in context for your
users. Good luck!
STEP 6. Encourage Two-Way Communication &
Monitor Progress
ePath Learning, Inc. | Making the Case for an LMS | ©2016 18
ePath Learning’s cloud-based learning management system, ASAP, enables
your organization to manage training and create learning opportunities
that improves training and human performance for business. ASAP is easy
to use and provides everything you need for an online training program. It
enables you to author content, manage and deliver training, track ILT,
support social learning, create assessments, run meaningful reports, and
more. To round out your training needs, ePath Learning also offers custom
course development and off-the-shelf content libraries.
Would you like to learn more about how implementing LMS technology can
benefit your company? Perhaps you would like to see a live
demonstration of our LMS platform? Feel free to contact us at 860-444-
8090, via email [email protected], or visit our website at
www.ePathLearning.com.
About ePath Learning, Inc.