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Training and Communicating With a Global Workforce

S C C E ’S A N N U A L C O MPLI A N C E AND ET HICS INST IT UT E

S E P T E M B E R 2 0 1 4

© Ian Shive

THE NATURE CONSERVANCY

The Nature Conservancy is the largest, most innovative science-driven multi-channel

conservation organization in the world.

Our mission is to conserve the lands and waters upon which all life depends.

W H O A R E W E ?

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© Nick Hall © Karine Aigner © Nick Hall

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50U.S. state chapters

active members1mm+

countries35

120MMacres of land protected

3,700/

550employees/scientists

5,000river miles protected

1,400preserves managed

100 Marine conservation projects in 21 countries & all U.S. coastal states

THE NATURE

CONSERVANCY

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PART I: Delivering Effect ive Compliance Training

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© Nick Hall

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A Case Study

Office History

2004

2009

2011

2013

Lessons Learned

© Ian Shive

© Joe Austin

© Nick Hall

© Danielle Mussman

© Ian Shive

© Nick Hall

• In-Person Training

• Paper-based

• Took one year to complete

• Trained the trainers

First Training - 2005

© Ian Shive

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• Worked with TNC’s Technology Learning Center

• Web-based

2009 Training

© Joe Austin

Interactive With Stat ic Background

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Role Determined Topics

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Lecture Based Learning

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• Lessons Learned

2009 Training

© Joe Austin

© Nick Hall

• Look and feel – visually more

attractive

• E&CO drafted with expert review

• Core plus a la carte

• Added Test Outs

• Translated

• Audio

• Recognized First Staff To Complete

2011 Training

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Branded Training

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• Scenario Based

• Best ever!

2013 Training

© Danielle Mussman

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PART I I : Ensuring Staff Engagement

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© Nick Hall

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Engagement Principles

1. Relevant

7. Plan Ahead5. More

The Merrier

4. Interactive

9. Rewards10. Learn

the LessonsLet’s Dive In!

3. Interesting2. Realistic

8. Follow-up

2013 All Staff Mandatory Compliance Training

6. Meaningful Review

© Ian Shive © Nick Hall© Joe Austin

© Ian Shive © Nick Hall © Ami Vitale © Nick Hall

© Erika Nortemann/TNC © Nick Hall © Nick Hall © Ian Shive

© Danielle Mussman

• Ethics and SOP eHelpline

• Compliance Hotline

• Finance Data

• Internal Audit

• Surveys

1. Making It Relevant

© Ian Shive

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• Actual experiences

• Reflect organization

• Real names

2. Making it Realistic

© Nick Hall

• Scenarios

• Humor

3. Making it Interesting

© Danielle Mussman

Animated Characters

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• Visually Interesting

3. Making it Interesting (continued)

© Danielle Mussman

Capture Their Attention

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Easy to Read

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Easy to Find Information

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• Thought Provoking

4. Making it Interactive

© Ian Shive

Mult iple Choice

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Click and Drag

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Ethical Dilemma Blog

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• Test Outs

• Contest

4. Making it Interactive

© Ian Shive

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• President

• Internal Fellowship

• Field Staff

5. More the Merrier

© Nick Hall

• Experts

• Senior managers

• Compliance coordinators

6. Meaningful Review

© Ami Vitale

• Communication Plan

• Internal Communications

• Technical Assistance

• Easy access

7. Plan Ahead

© Nick Hall

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• Reminder E-mails

• Automated Tracking/Statistics

8. Follow-up

© Erika Nortemann/TNC

• Recognition

• Personalized E-mails

• Internal Articles

9. Rewards

© Nick Hall

• Instant Feedback

• Technology Support

10. Learn the Lessons

© Nick Hall

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WHERE TO GO FROM HERE?

• “Stories” with characters

• Different module for non-office workers

• Embed videos

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• Score results

• Expand upon ethical dilemmas

• Increase incentives and rewards

© Ian Shive

PART I I I : Communicating Value of Training to Staff

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© Nick Hall

Communicating Value

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1. Assess Training Success

© Ian Shive

2. Communicate Success

© Joe Austin

3. Weave Into Daily Routine

© Nick Hall

4. Always Improve

© Danielle Mussman

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Charlotte D. Young, Chief Ethics &

Compliance Officer

Grace C. Wu de Plaza, Deputy Ethics

& Compliance Officer

THANK YOU!

© Robyn Gianni