Case Study: Redesigning Annual Training for Accreditation Requirements

courses

When I started my role in L&D with Groups, I experienced Annual Training as an administrator, assigning the courses and providing reports. Going through this process, I became familiar with the shortcomings in the existing training and asked to take the reigns to redesign and improve the entire process.

  1. Identify Areas of Improvement

The first step in re-designing the training was to clearly delineate areas of improvement:

  • Reporting for completion was overwhelming for leaders. The overwhelm was linked to the timing of the assignment (end of year when many other yearly requirements are fit in)

  • A lack of clear expectations regarding who was responsible for holding teams accountable

  • No measurable KPI's

  • Minimal communication surrounding expectations, the why, and scheduling that resulted in confusion and an increased negative employee experience

  • Previous SME had left organization

  1. Assess Accreditation Requirements

Annual Training for this organization was intended to encapsulate the recurring requirements of the accreditation board, CARF. Prior to taking over this responsibility, the organization's SME on CARF requirements had moved on and left some notes for those that follow, but there was a lack of an SME on this subject.

  1. Execute Communication Plan

  • Company-wide email

  • All-hands call presentation

  • Announcement email on day of assignment

  • Monthly reporting cadence

  1. Results

  • 95% compliance with all training, enabling the company to maintain accreditation

  • Multiple messages from leaders giving thanks for the transparency, ease of accessing the courses, and improved processes

  • Increased accountability by communicating to teams prior to course assignments

    • Previously, a top-down accountability structure was in place. Following the re-design, each team received direct communication a) confirm their direct reports and b) explaining the expectations for the course