“Strategy and the Chief Learning Officer”
by Verna J. Willis and Gary L. May.
 

In: Jack J. Phillips and Dede Bonner (editors).  In Action: Leading Knowledge Management and Learning. American Society for Training and Development, 2000.  pp. 55-70. 


 

Summarized by: Owen Raymundo
15 August 2001


Summary:

Chief Learning Officer (CLO)

  • has become a strategic, lead player in today’s business organization
  • core responsibility is to make sure learning across an entire system is leveraged, not sacrificed
  • accountable to the whole system and must have broad discretionary power
  • operates by using knowledge about how adults learn, how learning affects work, how value systems operate, how social and technical systems in an enterprise or in their environment may either support or counteract each other


Millbrook

Millbrook Distribution Services is one of the largest distributors of health and beauty care, general merchandise and specialty foods in the US.  It picks and ships products in individual units instead of packs, provides merchandising and stocking support at the retail level.

Millbrook had a successful business turn-around in 1997.  The concept of CLO is a work in progress at Milbrook.

Its primary mission was threefold:

  • To facilitate learning and change
  • To improve individual, team and organizational effectiveness
  • To support business strategies and tactics through research and  experimentation
The CLO position was designed:
  • To serve as a strategic resource (representing HRD perspective in the planning process, and ensuring HRD efforts are linked to organization’s strategic goals)
  • Represents an expert resource (provides best practices knowledge on learning, and serves as entry point for external consulting expertise)
  • Serves as process owner (of processes critical to the organization such as: a) managing internal and external communications; b) overseeing needs analysis, design, testing, delivery and evaluation of performance improvement interventions; c) chartering and equipping business processes redesign teams; d) fostering communities of practice to ensure sharing and transfer of learning in workplace)


Difference between Knowledge Manager and CLO

Knowledge Managers…

  • capture, store and retrieve explicit knowledge
  • work with the “know-what” of knowledge
CLO…
  • works with the “know-how” of knowledge – the tacit knowledge that is hard to codify
  • integrates thinking and acting, works involve lots of errors and mistakes, and the interaction with a team in a work context
  • helps create  an environment that fosters knowledge sharing informally.


A systemic view of the role of CLO in the organization




CLO’s work begin and end with the customers.  Their work is applicable at each point in the continuous cycle that becomes spirals of need and need satisfaction.  Customers validate and confirm the mission of the organization, which in turn drives the business strategy.  Strategy involves inventing and choosing options, determines the culture needed to accomplish the strategy, and leads to modification of the systems in use to create competitive advantage.   If there is advantage to the customers, they are satisfied and the mission of the company is once again ratified.
 

CLO Intitiatives

I. Cultural Transformation
  • Assisting with the development and communication of a new vision and strategy for the organization and tending to the cultural transformation to support the new corporate direction
  • Difficulty of cultural change:  Marsick and Watkins (1994) noted, “Training programs can help deliver skills needed for organizations to change, but do not address the deep-seated, mental models and attitudes or the organizational structures and norms which perpetuate them”.
II. Culture Maintenance
  • designed to support the marketplace strategy and address deficiencies in skills essential to maintain the new culture developed
III. Contemporary Initiatives
  • Initiatives related to business development, like  developing a new marketing plan, account manager development, or promotional process redesign.
  • Requires CLO’s in-depth experience in the industry, comfort/ease in working across all functions of the organization, and a whole systems viewpoint/thinking.


How CLOs are Evaluated

  • Due to the nature of work, CLO’s have limited number of quantitative performance indicators, most are budget related.
  • CLOs jobs focus mainly on management of projects, preparing plan document for projects including problem or opportunity synopsis, proposed solutions, action steps and timetable, deliverables and projected costs.  Hence, they are evaluated in terms of meeting objectives on target, on time and on budget.


For Millbrooks…

CLO is an unprecedented kind of catalyst in organizations, serving to combine technical and social work factors through communication and paving the way for employees to contribute their very best to the collective enterprise.
 


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