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HOW TO CREATE A MARKETING PLAN
That Makes Your Online Learning Center an
Employee Magnet!
WEBINAR BROUGHT TO YOU BY:
? Word association. When we
say “marketing” – you say:
?
How would you describe your
efforts to communicate the
value of training to your
employees:
WHAT YOU’LL BE ABLE TO
DO AFTER THIS SESSION
Build a marketing plan designed to influence behaviors
related to the usage of your training content.
Link the marketing tools and methods to the specific
objectives of each stage of your training efforts.
Develop marketing content to overcome common
objections.
TRAINING
MARKETING
POINT A POINT B
NEW PROGRAM
IMPLEMENTATION
TRAINING TRANSFER PROCESS
Learner
Characteristics
Organizational
Environment
and Support
Training Design
Organizational
Environment
and Support
Job
Performance
and Skill
Maintenance
BEFORE DURING AFTER
SOURCE: Carnes and Associates
TRAINING TRANSFER PROCESS
Learner
Characteristics
Organizational
Environment
and Support
Training Design
Organizational
Environment
and Support
Job
Performance
and Skill
Maintenance
BEFORE DURING AFTER
SOURCE: Carnes and Associates
Create your marketing strategy
with this process in mind…
CREATING YOUR MARKETING
STRATEGY
BUILD
ACT
REVIEW
KEY BUSINESS
OBJECTIVES
SUCCESS CRITERIA MEASUREMENT
Improve Customer
Retention
Improve performance
in handling of
customer complaints
within 90 days
Positive feedback on
applicability of
learning to job
responsibilities with a
greater than 70%
approval rating
• Improve customer retention by developing employees
customer service skills beyond merely satisfying the
customer to creating customer loyalty.
• Increase participation and raise awareness of our customer
service philosophy and aligned learning resources.
BUILDING YOUR STRATEGY
PRE-RELEASE MARKETING
Raise employee awareness
Establish expectations
AT RELEASE MARKETING
Motivate employees to participate
Celebrate and communicate the
importance of learning
POST RELEASE MARKETING
Keep the momentum going
Support continuous improvement
CREATE YOUR MARKETING PLAN
WHAT’S UP WITH WIIFM?
Who do you need to
reach to achieve your
goals?
What are their needs?
Interests? Motivations?
What potential resistance factors or barriers can you
pro-actively address?
What has been the
online learning
experience among a
given audience?
What are their work
styles and work
environment?
RESISTANCE SUCCESS STRATEGIES
No Help
• Create an advisory committee
• Ask supervisors for support and provide them tools
No Manager Support
• Communicate support and benefits from the very top
• Emphasize the important role manager’s play in success
Not Enough Time
• Focus on just-in-time learning: search and learn, job aids
• Deliver kickoff events, blended learning, learning labs
Fear and Anxiety
• Nurture safety and trust with perceived freedom of choice
• Focus on individual needs and help folks to see the benefits of having
online learning available
Not Relevant
• Emphasize on-the-job application
• Understand the goals of others and ask questions: “how can you use this
initiative to meet your goals?”
OVERCOMING RESISTANCE
OVERCOMING “NO TIME FOR
TRAINING”
CHALLENGE: Making time for
training
SOLUTION:
TAG TRAINING –
5-10 minutes for a video
Tag cube neighbor
Discuss at the end of the day
BENEFIT: Maintain workflow and
service standard
OVERCOMING “NO MANAGER
SUPPORT”
COMMUNICATE THE IMPORTANT
ROLE THAT MANAGERS PLAY
OUTLINE EXPECTATIONS FOR
MANAGERS AND EMPLOYEES
PROVIDE TOOLS AND RESOURCES
SHARE VIDEO OR EMAIL FROM
CEO/PRESIDENT ABOUT THE
IMPORTANCE OF LEARNING
GETTING STARTED WITH
YOUR PLAN
TARGET LAUNCH: Kick-off the first
week in October – Customer
Service Week
TARGET AUDIENCES:
Executives and Senior
Management
Customer Service Professionals
All Employees
TIME
FRAME
TASK ASSIGNED
TO
TARGET
AUDIENCE
PURPOSE METHOD
4-5 weeks prior to launch
Create
marketing
message
L&D Dept.
and
Marketing
All
Audiences
Create a
communication
message that will
be used to
announce the
program.
3-4 weeks prior to launch
Request
CEO
Memo
CEO and
L&D Dept.
All
Audiences
Have the CEO or
Management
level champion
write an
endorsement
letter promoting
the program and
how it will be tied
to business goals
and objectives.
GETTING STARTED WITH YOUR PLAN
MARKETING METHODS
ANATOMY OF A MARKETING EMAIL
DO IT!
Subject
Line
Call to
Action
Headline
Body Text
RECIPIENT
CUSTOMER SERVICE CAMPAIGN
To: Customer Service Professionals
From: CEO or Learning and Development
As a Customer Service Professional, <company name> appreciates everything
you do to support and serve our customers. Everyday our company relies on the
critical work you do to make our customers are happy and satisfied. In addition
to recognizing all your hard work, please take this opportunity to set aside some
week to focus on our own personal development.
Through our partnership with BizLibrary, you have access to online training
resources that you can use to help sharpen your tools and skills. Below are some
recommended Customer Service Resources:
CUSTOMER SERVICE CAMPAIGN
CUSTOMER SERVICE CAMPAIGN
To: Managers
From: CEO or Learning and Development
At <company name>, we would like to recognize the critical work that our
Customer Service Professionals perform every day. We rely on our Customer
Service Professionals to support our customers with patience, focus to detail and
professionalism. This week will want to show our appreciation for these key
employees including providing them with opportunities to develop their
knowledge and skills.
We are asking managers to take this opportunity to show thanks to their
Customer Service Professionals but also to take this opportunity to discuss their
career goals and areas for their personal development.
At <company name>, you and your Customer Service Professionals have access
to online training resources through our partnership with BizLibrary. Below are
some recommended Customer Service Resources:
CUSTOMER SERVICE CAMPAIGN
INTEGRATING SOCIAL COMMUNITIES TO
INCREASE IMPACT
SHARING SUCCESS STORIES
RECOGNIZE
ACCOMPLISHMENTS IN STAFF
MEETINGS
HIGHLIGHT TOP COURSES AND
LEARNERS IN ENEWSLETTER
COMMUNICATE MANAGER
AND SENIOR LEADERSHIP
PARTICIPATION AND SUPPORT
MEASURE PROGRAM
AWARENESS
COURSE USAGE AND
SATISFACTION
KEY BUSINESS METRICS
REVIEW AND EVALUATE
BIZLIBRARY APPROACH: USING
DATA TO DRIVE CLIENT SUCCESS
KEY TAKE-AWAYS
Marketing and training aren’t strangers! In fact, they are
very similar, and you have to embrace marketing
concepts to ensure the success of your training programs.
The most important element of marketing is the make
sure you understand the behaviors you are trying to
influence.
Message and medium – BOTH matter!
Motivating Your Employees
Reaching New Learners
Creating Your Own Videos
WWW.BIZLIBRARY.COM/FREE-TRIAL
THOUSANDS OF COURSES . 25 TOPIC AREAS .
UNLIMITED ACCESS
FREE 30-DAY TRIAL!
no risk – no obligation
Jessica Petry
Sr. Marketing Specialist
jpetry@bizlibrary.com
@JessLPetry
@BizLibrary
Chris Osborn
Vice President of Marketing
cosborn@bizlibrary.com
@chrisosbornstl
#BIZWEBINAR

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How to Create a Marketing Plan for Online Employee Training

  • 1. HOW TO CREATE A MARKETING PLAN That Makes Your Online Learning Center an Employee Magnet! WEBINAR BROUGHT TO YOU BY:
  • 2. ? Word association. When we say “marketing” – you say:
  • 3. ? How would you describe your efforts to communicate the value of training to your employees:
  • 4. WHAT YOU’LL BE ABLE TO DO AFTER THIS SESSION Build a marketing plan designed to influence behaviors related to the usage of your training content. Link the marketing tools and methods to the specific objectives of each stage of your training efforts. Develop marketing content to overcome common objections.
  • 7.
  • 9. TRAINING TRANSFER PROCESS Learner Characteristics Organizational Environment and Support Training Design Organizational Environment and Support Job Performance and Skill Maintenance BEFORE DURING AFTER SOURCE: Carnes and Associates
  • 10. TRAINING TRANSFER PROCESS Learner Characteristics Organizational Environment and Support Training Design Organizational Environment and Support Job Performance and Skill Maintenance BEFORE DURING AFTER SOURCE: Carnes and Associates
  • 11. Create your marketing strategy with this process in mind…
  • 13. KEY BUSINESS OBJECTIVES SUCCESS CRITERIA MEASUREMENT Improve Customer Retention Improve performance in handling of customer complaints within 90 days Positive feedback on applicability of learning to job responsibilities with a greater than 70% approval rating • Improve customer retention by developing employees customer service skills beyond merely satisfying the customer to creating customer loyalty. • Increase participation and raise awareness of our customer service philosophy and aligned learning resources. BUILDING YOUR STRATEGY
  • 14. PRE-RELEASE MARKETING Raise employee awareness Establish expectations AT RELEASE MARKETING Motivate employees to participate Celebrate and communicate the importance of learning POST RELEASE MARKETING Keep the momentum going Support continuous improvement CREATE YOUR MARKETING PLAN
  • 15. WHAT’S UP WITH WIIFM? Who do you need to reach to achieve your goals? What are their needs? Interests? Motivations? What potential resistance factors or barriers can you pro-actively address? What has been the online learning experience among a given audience? What are their work styles and work environment?
  • 16. RESISTANCE SUCCESS STRATEGIES No Help • Create an advisory committee • Ask supervisors for support and provide them tools No Manager Support • Communicate support and benefits from the very top • Emphasize the important role manager’s play in success Not Enough Time • Focus on just-in-time learning: search and learn, job aids • Deliver kickoff events, blended learning, learning labs Fear and Anxiety • Nurture safety and trust with perceived freedom of choice • Focus on individual needs and help folks to see the benefits of having online learning available Not Relevant • Emphasize on-the-job application • Understand the goals of others and ask questions: “how can you use this initiative to meet your goals?” OVERCOMING RESISTANCE
  • 17. OVERCOMING “NO TIME FOR TRAINING” CHALLENGE: Making time for training SOLUTION: TAG TRAINING – 5-10 minutes for a video Tag cube neighbor Discuss at the end of the day BENEFIT: Maintain workflow and service standard
  • 18.
  • 19. OVERCOMING “NO MANAGER SUPPORT” COMMUNICATE THE IMPORTANT ROLE THAT MANAGERS PLAY OUTLINE EXPECTATIONS FOR MANAGERS AND EMPLOYEES PROVIDE TOOLS AND RESOURCES SHARE VIDEO OR EMAIL FROM CEO/PRESIDENT ABOUT THE IMPORTANCE OF LEARNING
  • 20. GETTING STARTED WITH YOUR PLAN TARGET LAUNCH: Kick-off the first week in October – Customer Service Week TARGET AUDIENCES: Executives and Senior Management Customer Service Professionals All Employees
  • 21. TIME FRAME TASK ASSIGNED TO TARGET AUDIENCE PURPOSE METHOD 4-5 weeks prior to launch Create marketing message L&D Dept. and Marketing All Audiences Create a communication message that will be used to announce the program. 3-4 weeks prior to launch Request CEO Memo CEO and L&D Dept. All Audiences Have the CEO or Management level champion write an endorsement letter promoting the program and how it will be tied to business goals and objectives. GETTING STARTED WITH YOUR PLAN
  • 22.
  • 24. ANATOMY OF A MARKETING EMAIL DO IT! Subject Line Call to Action Headline Body Text RECIPIENT
  • 25. CUSTOMER SERVICE CAMPAIGN To: Customer Service Professionals From: CEO or Learning and Development As a Customer Service Professional, <company name> appreciates everything you do to support and serve our customers. Everyday our company relies on the critical work you do to make our customers are happy and satisfied. In addition to recognizing all your hard work, please take this opportunity to set aside some week to focus on our own personal development. Through our partnership with BizLibrary, you have access to online training resources that you can use to help sharpen your tools and skills. Below are some recommended Customer Service Resources:
  • 27. CUSTOMER SERVICE CAMPAIGN To: Managers From: CEO or Learning and Development At <company name>, we would like to recognize the critical work that our Customer Service Professionals perform every day. We rely on our Customer Service Professionals to support our customers with patience, focus to detail and professionalism. This week will want to show our appreciation for these key employees including providing them with opportunities to develop their knowledge and skills. We are asking managers to take this opportunity to show thanks to their Customer Service Professionals but also to take this opportunity to discuss their career goals and areas for their personal development. At <company name>, you and your Customer Service Professionals have access to online training resources through our partnership with BizLibrary. Below are some recommended Customer Service Resources:
  • 29. INTEGRATING SOCIAL COMMUNITIES TO INCREASE IMPACT
  • 30. SHARING SUCCESS STORIES RECOGNIZE ACCOMPLISHMENTS IN STAFF MEETINGS HIGHLIGHT TOP COURSES AND LEARNERS IN ENEWSLETTER COMMUNICATE MANAGER AND SENIOR LEADERSHIP PARTICIPATION AND SUPPORT
  • 31. MEASURE PROGRAM AWARENESS COURSE USAGE AND SATISFACTION KEY BUSINESS METRICS REVIEW AND EVALUATE
  • 32. BIZLIBRARY APPROACH: USING DATA TO DRIVE CLIENT SUCCESS
  • 33.
  • 34. KEY TAKE-AWAYS Marketing and training aren’t strangers! In fact, they are very similar, and you have to embrace marketing concepts to ensure the success of your training programs. The most important element of marketing is the make sure you understand the behaviors you are trying to influence. Message and medium – BOTH matter!
  • 38. WWW.BIZLIBRARY.COM/FREE-TRIAL THOUSANDS OF COURSES . 25 TOPIC AREAS . UNLIMITED ACCESS FREE 30-DAY TRIAL! no risk – no obligation
  • 39. Jessica Petry Sr. Marketing Specialist jpetry@bizlibrary.com @JessLPetry @BizLibrary Chris Osborn Vice President of Marketing cosborn@bizlibrary.com @chrisosbornstl #BIZWEBINAR