Idea Learning Group

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IdeaLearning Group Case Study: Northwest Community Credit Union

Northwest Community Credit Union was founded in 1949 and remains a member-owned, not-for-profit organization with branches throughout Oregon. Nearly everyone who lives or works in the state is eligible for membership and can benefit from a full range of financial products and services.

Northwest Community is a great example of IdeaLearning Group’s success in embedding ourselves in our clients’ workplace in order to produce the most effective, results-driven experiences for our clients and their learners. Since we began working with Northwest Community Credit Union in February 2012, IdeaLearning Group has managed a wide range of projects, including training courses focused on new employee orientation, software training, and management development. In just a short while, our team has become an integral part of the extended Northwest Community family.

And because we’ve spent time really getting to know the NW Community culture, values, and mission, we consistently make valuable recommendations to train staff members as they transform and roll out their new business model and supporting programs.

LoansPQ Training

Northwest Community Credit Union needed database training for the new LoansPQ system, which is a web-based consumer loan management application that allows effective cross-sell of loan products to consumers. The purpose of the training was to introduce the concept of computer-generated loans and to provide practice using the new loan system. The training program included two-hour webinar sessions with supporting materials. The timeline was aggressive—six weeks from concept to completion—and IdeaLearning Group partnered very closely with Northwest Community to ensure content integrity and a smooth roll-out.

The program manager for Northwest Community Credit Union reports great success with the program.

“The results have been phenomenal,” he said. “We initially set up a ‘war room’ to prepare for what we assumed would be a flood of support calls as our staff went live with the new system. But it was almost a non-event! We answered fewer than 20 calls a day, although we were prepared with four full-time help desk staff members. The training and the supporting materials provided were a key component to the success of our launch. We hit this one out of the park!”

eXperience Culture Training

Northwest Community Credit Union needed to roll out a new training program designed to empower employees to deliver consistently delightful experiences to members, have better conversations more often among branch staff and managers, and improve the effectiveness of their decisions. The training also focused on demystifying the complexity of bank regulation that is added to the industry—layer after layer, year after year—so that staff members can help customers feel more comfortable with the risk and regulation inherent in banking.

The training program involved a series of sessions with managers and assistant managers, who participated in the training and shared it with their staff members. The program manager describes the overwhelming success of the program.

Stories of informal leaders sought

Are you or someone you know a leader but not in a formal leadership role? IdeaLearning Group is collecting stories of informal leaders to include in a book. We would love to hear from you! Email hello@idealearninggroup.com

IdeaLearning Group Case Study: Vestas – Three-Phase Training Program

Vestas is a leading international wind energy company headquartered in Denmark. For the past 30 years, Vestas has installed more than 46,000 turbines in 66 countries. The company’s mission is to enable energy independence demanded by the world’s largest and fastest-growing economies by building wind energy innovations as a natural alternative for finite fossil fuels.

IdeaLearning Group partnered with Vestas to develop a robust three-phase training program that focused on electrical safety and the control of hazardous energy. More than 20,000 people needed training with a tight timeframe for development. Our “train-the-trainer” program was designed to educate Vestas master instructors, who in turn trained their teams. We also designed an internal Vestas brand logo and templates, which are used throughout the company.

The training program included several goals: address identified behaviors; promote consistency and safety throughout the company internationally; highlight change management tools and strategies; and incorporate hierarchical technical components. Our learning curve was steep and our time was short, but we were determined to deliver a substantial program with measurable positive results.

Phase 1: Master Training Rollout

The purpose of the first phase was to partner with master trainers and subject matter experts during face-to-face work meetings in Germany to finalize content for the electrical safety and lockout tagout training program. IdeaLearning Group staff developed an instructional video and supporting materials that focused on simple, complex, and group lockouts. We also created a three-part energy control coordinator course that included eLearning, pre-work, a teacher’s plan, and support materials with a focus on technical and soft skills development. The role of the energy control coordinator was a new one in Europe, and we worked carefully with Vestas in the US to define best practices and develop the materials outside the Unites States.

Phase 2: Global Rollout of Electrical Safety Training

During this phase, IdeaLearning Group finalized all electrical safety and lockout tagout materials for master trainers for the rollout of the seven-course series, which included a PowerPoints, teacher’s plans, and participant guides. We also travelled to Denmark to facilitate the soft skills course for master trainers.

Phase 3: Global Refresher of Electrical Safety Training

IdeaLearning Group created eLearning modules to refresh technicians’ knowledge on electrical safety and lockout tagout procedures.

As a result of partnering with IdeaLearning Group for the large-scale training program, the program manager for Vestas in Denmark called IdeaLearning Group “my go-to vendor” and continues to collaborate with our company on additional projects. “It’s rare to find a stress-free, no-drama, let’s-get-the-job-done vendor,” he said. “IdeaLearning Group was extremely easy to collaborate with. They quickly got up to speed, and the creative juices started flowing. I knew I was in good hands, and I didn’t need to check in constantly. I felt very confident we were dealing with absolute professionals. It literally went that well.”

2011: A year of opportunities

As 2011 comes to a close, we reflect on the progress IdeaLearning Group has made this year and we just keep smiling.

IdeaLearning Group team

Shannon & Jillian from IdeaLearning Group

Throughout the year, we met new clients –  a good half dozen – and built strong relationships with them. It’s fun for us to discover their unique culture, brand, and learning needs. Getting to know new people and businesses is exciting and keeps us energized.

A new instructional design project took us to Germany and Denmark, where we spent most of August side-by-side with our client. We spent long days working and evenings absorbing the local culture, food, and festivities.

We also welcomed existing clients back for new work that deepened our knowledge of their strategy, leadership, products, and staff. Being rehired by a client is the ultimate compliment; we are so grateful.

Throughout the year, we were fortunate enough to partner with some fantastically talented local contractors. Many thanks to Annie and the Actual Industries team for their phenomenal video production skills, Amir for jumping in feet-first on a huge elearning project with a very tight timeline, and Robin for designing amazing info-graphics. Huge thanks also to Denise, Sue, Scott, Rachel, Jennie, Beth, Melissa, and Ajay for support and subject matter expertise along the way.

After spending a very busy year building employee development tools for others, we invested in our own professional development. We packed our bags and headed to Las Vegas to attend elearning Guild’s DevLearn conference. It was a mind-expanding experience and we still find ourselves referring to the great ideas we discovered there.

IdeaLearning Group will be turning three in just a few months. Our business is far more successful than we had imagined possible in such a short amount of time. Watch out 2012, we will continue to work hard, learn big, and push the boundaries of creativity.

We wish you a very happy holiday and New Year.

NEW BUSINESS Contact us with business inquiries or to discuss your project needs and vision.
CAREERS We always enjoy connecting with talented professionals in the learning and development field.
CONNECT 503.208.3256
hello@idealearninggroup.com
LOCATION 2701 NW Vaughn St #103
Portland, OR 97210
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