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AGENDA

STEP: December 10-12, 2003, Meeting - Hosted by MasterCard

DRESS: Business Casual.

BREAKS/TIMING: Breaks will be scheduled ad hoc. Timing and sequence of agenda items is approximate and subject to change.

BREAKFAST: Continental breakfast will be provided in our meeting room.

WEDNESDAY, DEC 10th

7:00 Informal Dutch Treat Dinner in or near the Rye Town Hilton hotel (If you arrive late, ask at the front desk where we have gone.)

THURSDAY, DEC 11th

8:00 Continental breakfast in our meeting room.
8:20 Susan Burke: Welcome to MasterCard.
8:40

Stan Malcolm: Welcome new members and general introductions. Capture additional Roundtable topics.

9:30 Judy Issokson, Stan Malcolm (representing Solectron): Progress report on Leadership initiatives: Talent Review, Performance Review, Development Planning, etc.
10:00 Mike Dickinson (The SCOOTER Store): Leadership development at The SCOOTER Store - programs and results.
10:30 Bettye Hill (MasterCard): Leadership initiatives at MasterCard.
11:00 Roundtable Discussions: Focusing on Leadership issues as a wrap-up to the previous three presentations.
12:00 LUNCH
1:00 Roundtable Discussions: Topics from the list below or generated at the start of the meeting.
1:30 Pat Golden (FreddieMac): Real-Time Learning - our blended approach recently featured in Training magazine. Plus, FreddieMac's Learning Portal and the people infrastructure behind it.
2:30 Pat Ross (Agilent): Recreating an employee development culture at Agilent: implementing a radical new paradigm after several years of lean-budget neglect.
3:00

Mike Dickinson (The SCOOTER Store): A 'collage" of brief topics, including...
* Infusing an unconventional technical training function into a fast-growing, strong-cultured company (and avoiding bureaucracy).
* The Shoemaker's Children: an unconventional approach to developing the training and process design department.
* Level 4 impact study of our sales training.

4:00 Roundtable Discussions: Three topics broadly related to Learning Management Systems issues (see Roundtable Topics - Mike, Jane, Russ; below) and open discussion from the floor.
5:00 Meeting adjourns for the day. (Some optional activities prior to dinner may be available.)
6:30 Shuttle bus from MasterCard to dinner at Fish in Port Chester.

FRIDAY, DEC 12th

8:00 Continental breakfast in our meeting room, plus... Roundtable Discussions: Topics from the list below or generated at the start of the meeting.
8:30 Russ Sharp, plus Malcolm Roberts and Diane Blair via phone (Bank of Montreal): BMO's philosophy and business rationale for external collaboration in consortia, university research, etc.
9:00

Russ Sharp (Bank of Montreal): A 'collage" of brief topics, including...
* Implementing a CRM system with roll-based portals in a 1 month window (to 14,000 employees, in 1,000 locations, in 2 languages).
* Supporting the bank's consolidation of financial reporting systems.
* e-Learning delivery infrastructure review.

10:00 Craig Hall (USAA): Logistical, learning, and cultural issues faced when moving from hands-on "real system" to simulation-based training of system users. (Craig will participate virtually, from San Antonio.)
10:30 Roundtable Discussions: Topics from the list below or generated at the start of the meeting.
11:30 STEP Business Meeting: The State of STEP - membership, activities, opportunities, and the web site.
12:00 Meeting adjourns (Members who aren't rushing off to catch flights are welcome to have cafeteria lunch and chat informally.)

ROUNDTABLE DISCUSSION TOPICS

We use roundtable discussions to cover general company news updates and topics that haven't made it onto the formal agenda. Often, roundtable time provides some of the greatest value of our meetings. Among the informal topics during this meeting's roundtables, we'll discuss:

  • Craig Hall (USAA): Lead discussion of processes and metrics for a training organization.
  • Mike Dickinson (The Scooter Store): LMS issues - especially around Click2Learn's Aspen system, and SCORM standards.
  • Jane Mahoney (MasterCard): LMS "reselection" process; alternatives to LearningSpace?
  • Russ Sharp (Bank of Montreal): Outsourcing Learning Administration (Exult) and related LMS (Docent) issues.
  • Mike Dickinson (The Scooter Store) and Stan Malcolm: Lead discussion of "Informal Learning" and Training's role in it. See Article and White Paper as orientation.

QUESTIONS?

If you have questions about the agenda, contact Stan Malcolm at: Stan@Performance-Vision.com or 860-295-9711.

If you have questions about travel directions or meeting room facilities/technology, contact:

Desiree McQueen
Global & Learning Development
MasterCard University
(914) 249-3173 (x53173) Tel.
(914) 249-4140 (x54140) Fax.
Desiree_McQueen@mastercard.com

THINGS TO BRING:

To help plan for our next meeting, please bring notes on dates to avoid (e.g., spring conferences you plan to attend).

Please bring materials describing whatever you plan to discuss. Fifteen copies should be plenty.

 

 


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