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Learning and Development as a Strategic Voice in the Organization

By David Yesford(傅大卫)

Recently, I was leading a round table for senior leaders in learning and development (L&D). While this particular session was in India with a mixed industry group, the location and group dynamics aren’t significant. I have presented this same topic in China, the United Kingdom, and the United States, and the experience has been the same. We start the session by asking the question, “What challenges do you face in being a strategic voice in your organization?” The responses are typically the same: “We are the first function to get cut.” “I’m just an order taker.” “I feel like I can only talk about training.” “I can’t get the attention of executives.”

As organizations strive to grow their business and meet their clients’ needs, L&D professionals play a vital role in creating and implementing talent development solutions for their organizations. In a recent study by Deloitte, human capital strategy was viewed by many CEOs as one of the top priorities for growth, presenting an exciting opportunity for learning professionals to take a critical role in developing an organization’s human talent.

To address this crucial role of connecting talent development to an organization’s complex growth strategies, L&D must strategically go beyond the need expressed by one person, one department, or one executive and help to define what the business truly needs. This requires elevating yourself to a trusted L&D adviser and true partner with other strategic leaders inside your organization, and focusing on discovering business needs and connecting them to the talent development needs of the people within your organization.

Let’s explore three key principles that point the way to becoming a trusted L&D adviser.

Creating the Trust in Trusted L&D Adviser

Successful L&D professionals know that if you don’t have strong, trusting relationships within your organization, you won’t be seen as a trusted L&D adviser, and you won’t be successful. First and foremost, creating a trusting relationship requires the right mindset. You must truly believe that your job is to help advance the business. L&D professionals whose actions focus only on their function will be perceived as only being interested in training, not the company’s business needs.

Facilitate the Buy-In Process

The best way to facilitate buy-in is to refrain from presenting your pitch about the latest research on training approaches. Rather, focus on helping your internal customers buy in. The trusted L&D adviser helps internal customers see that you are focused on helping to solve the issues they face through talent development support.

Addressing your internal customers’ needs requires:

  • Helping your internal customers discover the urgency behind their needs and defining the problems that have to be solved
  • Helping internal customers see how solutions address their need and add value
  • Helping internal customers gather support for solutions within the organization, creating alignment for action.

Helping internal customers get buy-in cannot be done by following an L&D-centric process; it requires a two-way conversation between your internal customers and you—the trusted L&D adviser who can understand the problem, identify the urgency, and agree upon a solution.

Making Sense of Complexity

The good and bad news is that there is an infinite amount of information available at everyone’s fingertips. The responsibility of a trusted L&D adviser is to help internal customers make sense of this complexity and cut through the clutter to find the right solution to their problems. The discipline of the trusted L&D adviser is to bring forth your expertise and link the identified solution to the advantages and benefits for internal customers. By making sure there is a clear and direct connection from your recommendation to advancing the internal customers’ business issues, you can make sure you are adding value to their business priorities.

As L&D professionals, we appreciate a clear process. So, to become a more strategic L&D professional, you should follow these key steps:

  • Take ownership for creating trust.
  • Facilitate the customers’ buy-in process.
  • Make sense of complexity by making a clear and direct connection between your recommendations and advancing the business issues for your internal customers.

Your efforts will produce ongoing, long-term relationships that present multiple opportunities for you to be a strategic voice inside your organization.

 

David Yesford(傅大卫)

作为Wilson Learning 全球资深副总裁、亚太地区董事总经理,傅大卫有着30多年在全球范围内发展和实施人力绩效解决方案的经验。 傅大卫先生总能以其宝贵经验、策略方向和全球视角为客户和团队带来价值。多年来,他在Wilson Learning的核心领域——销售、领导力、e-learning和策略咨询业务上扮演着重要的角色。

傅大卫先生是多部书籍的合著者,其中包括《双赢销售》(Win-Win Selling),《灵活多变的销售人员》(Versatile Selling),《社交风格手册》(Social Styles Handbook),《销售培训2》(Traning Book 2)等。并在美国、欧洲、拉丁美洲、亚太地区的商业出版物中发表了多篇文章。他经常被邀请在国际性会议上做有关销售、领导力、员工和客户参与度提升、品牌和战略实施的演讲。