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eLearning@UBS

Gestern – heute – morgen

4.

 

Mai

 

2012

Dr.

 

Daniel

 

Stoller

Schai

Head

 

eLearning

 

Services

 

Switzerland

(2)

1

UBS:

 

Organisational

 

Structure

64'000

 

employees

10

 

languages

(3)

SECTION

 

1

(4)

3

Implementation

 

Learning

 

platform

 

STEP

 

2002

STEP:

 

System

 

for

 

Training,

 

Education

 

&

 

Performance

Source: Regina Meier‐Beer, UBS Wealth Management & Business Banking: "Implementation von Corporate E‐Learning / Evolution gestalten: Wissensmanagement im E‐Learning", 

(5)

4

MyCampus:

 

Infrastructure

 

2008

(6)

5

Legal

 

&

 

Compliance:

 

optional

 

trainings,

 

mandatory

 

eTests

(7)

6

Competency

 

Management

Source: Regina Meier‐Beer, UBS Wealth Management & Business Banking: "Implementation von Corporate E‐Learning / Evolution gestalten: Wissensmanagement im E‐Learning", 

(8)

7

Competency

 

Management

Message

 

Text

Source: Regina Meier‐Beer, UBS Wealth Management & Business Banking: "Implementation von Corporate E‐Learning / Evolution gestalten: Wissensmanagement im E‐Learning", 

(9)

8

Competency

 

Management

Source: Regina Meier‐Beer, UBS Wealth Management & Business Banking: "Implementation von Corporate E‐Learning / Evolution gestalten: Wissensmanagement im E‐Learning", 

(10)

SECTION

 

2

(11)

10

Why

 

eLearning

 ‐

Forrester:

 

ROI

 

of

 

eLearning

Benefits

How will your company benefit from eLearning? What are key 

qualitative and quantitative benefits? 

Key

 

Benefits:

 

Competency

 

Speed,

 

Flexibility,

 

Consistency,

 

Repeatability,

 

Travel

 

Reduction

Costs

How will your company pay, both in hard costs and resources, 

for eLearning?

Key

 

Costs:

 

Technology,

 

Content,

 

Learning

 

Employees,

 

Learning

 

Culture

 

Development

(12)

11

Social

 

Media

 

Landscape

(13)

12

Business

 

Needs

 

Drive

 

Learning

 

Priorities

The

 

choice

 

of

 

clients

 

worldwide

The #1 global 

bank for 

HNW/UHNW 

clients

The choice of 

clients in 

Switzerland

A top tier bank in 

every  growth 

region

A leading client‐

focused 

investment bank

Economically 

profitable in every 

business we 

operate

Achieving the 

mid‐term target 

in‐line with 

market 

expectations

Top

 

Priorities

 

2012

Fix

 

and

 

enhance

 

advisory

 

&

 

sales

 

skills,

 

focus

 

on

 

cross

 

divisional

 

offering,

 

especially

 

Client

 

Leadership

 

Experience

 

programs

 

(CLE)

Deliver

 

targeted

 

business

 

offerings

 

for

 

basic

 

banking

 

skills,

 

products

 

&

 

finance

 

knowledge

 

and

 

certification

Leadership

 

development:

 

support

 

business

 

transformation

 

programs,

 

fix

 

basic

 

leadership

 

skills

Use

 

technology

 

in

 

innovative

 

ways

 

to

 

increase

 

learner

 

engagement

 

(eLearning),

 

accessible

 

on

 

demand

Advisory

 

&

 

Sales

Leadership

 

Development

&

 

Talent

 

Programs

Finance

 

&

 

Risk;

 

Legal

 

&

 

Compliance

Professional

Development

UBS

 

Business

 

University

As an organization committed to learning, we want

to be the choice of talent — worldwide

Learning

 

Operations

Generating

 

measurable

 

business

 

impact

(14)

13

Learning

 

Strategy

 

with

 

eLearning

 

as

 

an

 

integral

 

part

 

of

 

Learning

 

in

 

2011

UBS

 

Learning

 

relies

 

on

 

optimized

 

methodologies

 

mix…

Work

Work

Learning

Learning

Work

Work

 

=

Learning

…supporting

 

the

 

merging

 

of

 

workplace

 

and

 

'learn

 

space'

The

 

eLearning

 

methodologies

 

allow

 

to:

Scalability

• Business growth, e.g. APAC, FICC

• Solidification of offerings, e.g. WM certification

Flexibility

• Spread out locations, e.g. EMEA, APAC

Accessibility ‐24/7

• Just‐in‐time and on demand learning, close 

to/at workplace

Efficiency 

 One time to build effort, consistent and scalable 

delivery  

 Substantial savings on travel time 

& cost

2011

 

eLearning

 

Offering

UBS specific content 

 Fundamentals of Finance

 Legal & Compliance trainings

 Understanding our business

 WMA eLearning modules

Non UBS specific content

 Financial Markets Education library 

(FME)

 General learning modules (e‐library for 

Professional Development, Leadership & 

Management Development, Group 

Technology & others)

eLearning classroom eLearning classroom eLearning classroom

(15)

14

Educational

 

Figures

 

119'242

 

Face

to

face

 

Classroom

 

participants

 

(=

 

ca.

 

1.8

 

Classroom

 

activities

 

/

 

year)

389'658

 

eLearning

 

participants

 

(ca.

 

6

 

eLearning

 

activities

 

/

 

year)

>

 

Classroom

 

education

 

:

 

eLearning

 

=

 

ca.

 

1:4

eLearning

 

Services

 

Switzerland

666

 

E

Tests,

 

>

 

10'000

 

implemented

 

questions

 

in

 

d,

 

en,

 

fr,

 

it,

 

chin

574

 

eLectures

 

(rapid

 

eLearning

 

Module)

285

 

eTutorials

 

(customized

 

Web

 

based

 

trainings)

1000

 

Skillsoft

 

modules

 

(off

the

shelf

 

web

 

based

 

trainings)

266

 

Supported

 

eClassrooms

(16)

SECTION

 

2.A

eLearning@UBS

 ‐

Heute

(17)

16 16

eServices:

 

Consult

 

and

 

propose

 

a

 

blended

 

learning

 

solution

 

OJT

Overview

DocWeb

 

/

 

Knowledge

 

Bank

Learning

 

Communities

 

on

 

UBS

 

Connections

eLearning

web based training / eTest

OJT

Course

 

#1

 

– Correspondence

 

&

 

Communication

 

with

 

the

 

Public

Overview

Module

 

#1

Module

 

#1

Course

 

#2

 

– Risk

 

Management

Social

Simulations

eClassroom

Review, Transfer

Source: Mark Didriksen, UBS 2010

(18)

17

eServices:

 

Deliver

 

the

 

eLearning

 

components

UBS

 

eLearning

 

on

 

four

 

layers

17

Off

the

shelf

 

content

• eTutorial

(e.g.

 

Skillsoft)

• eLibrary

• eBook

eClassrooms

 

(by

 

providers)

"UBS

 

Connections"

 

(Social

 

computing

 

platform)

Layer

 

3

Learning

 

Communities

(Social

 

Learning)

Layer

 

2

Collaborative

 

Learning

 

(synchronous

 

learning)

Layer

 

1

Self

 

Learning

 

(web

 

based

 

trainings)

Customized

 

content

• eTutorial

• eLecture

• eSimulation

• Edu

Marketing

• Vignette

 

/

 

Expert

 

clip

• Learning

 

Portal

eTests

 

on

 

MyCampus

 

Assessments/Knowledge

 

Checks

Layer

 

4

Testing

eClassrooms

 

(internal)

(19)

18 18

Off

the

shelf

 

content

 

|

 

e.g.

 

Skillsoft

(20)

19 19

Customized

 

content

 

|

 

eTutorials

(21)

20 20

Customized

 

content

 

|

 

eLecture

(22)

21 21

Customized

 

content

 

|

 

Educational

 

Simulation

(23)

22 22

Customized

 

content

 

|

 

Software

 

Simulation

(24)

23 23

Customized

 

content

 

|

 

Edu

Marketing

(25)

24 24

Customized

 

content

 

|

 

Vignettes,

 

Expert

 

Clips

(26)

25 25

eClassroom

(27)

26

«UBS

 

Connections»:

 

Business

 

Networks

26

(28)

27

«UBS

 

Connections»:

 

Business

 

Networks

27

What

 

is

 

Connections?

Connections

 

is

 

an

 

important

 

tool

 

for

 

businesses,

 

supporting

 

businesses,

 

helping

 

employees

 

share

 

expertise,

 

brainstorm

 

across

 

organizational

 

and

 

geographic

 

boundaries,

 

manage

 

projects

 

and

 

build

 

professional

 

networks.

Why

 

is

 

Connections

 

important?

Connections

 

helps

 

you

 

to

 

find

 

the

 

people

 

and

 

information

 

you

 

need

 

now

 

and

 

provides

 

a

 

forum

 

for

 

you

 

to

 

ask

 

questions

 

and

 

give

 

answers.

 

It’s

 

a

 

place

 

where

 

you

 

can

 

have

 

conversations

 

about

 

the

 

business

 

topics

 

that

 

matter

 

to

 

you

 

most

 

and

 

make

 

powerful

 

connections

 

with

 

others

 

anytime,

 

and

 

from

 

anywhere.

Why

 

is

 

this

 

important?

 

Connections

 

collaboration

 

makes

 

you

 

more

 

productive,

 

and

 

helps

 

us

 

to

 

solve

 

problems,

 

innovate

 

and

 

reach

 

our

 

business

 

goals.

 

(29)

28

Which

 

technologies

 

are

 

in

 

place?

28

"Business

 

Networks"

 

(Jive)

Unified

 

Communications

(Microsoft

 

Lync)

Microsoft

 

Sharepoint

im

c

 

Clix

 

Learning

 

Managment

 

System

UBS

 

Intranet

Dok.

 

Management

(30)

29 29

Testing

 

|

 

eTesting,

 

Assessments

 

and

 

Knowledge

 

Checks

 

(31)

SECTION

 

2.B

eLearning@UBS

 ‐

Heute

(32)

31

eLearning

 

Taxonomy

Face

to

Face

eLearning

 

and

 

Self

Paced

Method Description

eTutorial Self-paced module that contains content, exercises and feedback.

eSimulation Highly interactive module focused on simulating an interpersonal skill or system.

eLecture Simple presentation of content via electronic media.

eTest Electronically administered and tracked test. Used for certification purposes.

eBooks Books available in electronic format for reference.

Expert Clips Brief video or audio clips of best practices.

Edu-Marketing Marketing content presented via a digital format and educational style.

Performance Support Tool

Electronic training and support that directly supports completion of a task.

Quick Card Checklist or other print-based job-aid to support a task or set of tasks

Learning Portal Provides single access point to multiple learning modules in organized fashion

Learning Communities

Electronically supported interactions and sharing between groups of learners.

eClassroom Sessions

Live instructor-led training using a virtual classroom tool like LiveMeeting or Connect.

Method Description

Instructor-Led Programs

Traditional classroom training. Can incorporate many interactive exercises

Coaching Materials One-on-one focused instruction between a coach and coachee. Event-Based Training

Programs

Training sessions embedded in a larger conference or meeting.

On-the-Job Training Materials

Training that occurs back in the job setting.

Peer Sharing

Sharing of best practices between learners in a formal or informal setting.

Action Learning Sessions

Team activities that focus on applying new skills and knowledge by working on an actual project or challenge.

(33)

SECTION

 

3

(34)

33

Outlook

Learning

 

Communities

Formal

 

vs.

 

Informal

 

learning

Learning@home

"Industrializing"

 

the

 

(rapid)

 

eLearning

 

Production

User

 

generated

 

content

 

(e.g.

 

Video

 

production)

Learning

 

Portals

Learning

 

on

 

mobile

 

devices

Education

 

for

 

Business

 

University

 

Program

 

Managers:

 

collaborative

 

learning

 

(eClassroom),

 

social

 

learning

 

(Learning

 

Communities)

 

Customer

 

focused

 

eLearning

Challenges

 

and

 

ongoing/future

 

development

Workplace

 

Learning

Content

 

production

Technology

(35)

34

How

 

future

 

employees

 

learn

 

today

(36)

35

Center

 

for

 

Young

 

Professionals

 

in

 

Banking

"Connected

 

Learning"

 

– Educational

 

concept

(37)

36

Contact

 

Information

Dr.

 

Daniel

 

Stoller

Schai

Head

 

eLearning

 

Services,

 

Global

 

Learning

 

Delivery

Max

Högger

Strasse

 

81

8090

 

Zürich

+41

 

44

 

238

 

88

 

51

daniel.stoller

[email protected]

Twitter:

 

http://twitter.com/#!/stollerschai

Xing:

 

https://www.xing.com/profile/Daniel_StollerSchai

Scribd:

 

http://www.scribd.com/dstoller

Slideshare:

 

http://www.slideshare.net/dstoller/

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