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The
Challenge:
A highly regarded full-service insurance corporation recast their Training
Division as a Performance and Learning Organization, with the mandate
to expand beyond lecture-based training to build other kinds of learning
and work support vehicles. A starting point for the PALO was to gather
experienced, successful agents, managers and consultants to construct
a knowledge base to serve as the core for the electronic learning system
the Company designed as a preferred method of delivering just-in-time
knowledge to the field.
The
Solution:
CSI and the client:
| Engaged stakeholders in live sessions to surface and organize all aspects of professional knowledge agents must have, and place relative values on the knowledge elements | |
| Worked with experienced professionals to review the resulting maps and pattern matches, proposing data development and access structures for field agents to have immediate access to their company's shared knowledge | |
| Identified the best delivery methods for specific kinds of knowledge, and made recommendations for priority implementation |
The
Results:
The client's outcomes included:
| A more informed and involved senior level group of agents as resources for knowledge sharing | |
| A topography of knowledge elements and their interrelationship, for the construction of a comprehensive knowledge base | |
| A method for tracking implementation of the knowledge base construction, and the development of additional training and coaching to support the company's goals |


