4 Steps to Create a Plan to Leverage L&D Partners

In my previous blog, The 5 Risks of Inadequate Workload Management, I delved into the hidden risks that inadequate workload management poses to learning and development teams across industries. From the decline in learning quality and outcomes to the severe implications on employee morale, agility, financial planning, and organizational reputation, the stakes are undeniably high. As the landscape of L&D continues to evolve, grappling with these challenges becomes not just a necessity but a mandate for fostering growth, innovation, and resilience within organizations.

The urgency to address these issues cannot be overstated. As we pivot to the solutions landscape, it’s clear that overcoming the perils of workload mismanagement requires a strategic, forward-thinking approach. This blog aims to shift our focus from identification to action, highlighting robust strategies that L&D leaders can employ to turn the tide in 2024 and beyond. By embracing a blend of innovative staffing solutions, leveraging technology, and fostering a culture of continuous improvement, L&D departments can not only navigate but thrive amidst the ebb and flow of work demands.

Here’s a 4-step plan to get you started.

Step 1. Assess and Document L&D Resource Needs

  • Understand Business Goals, Vision, and Direction: It starts with a clear understanding of the organization’s objectives and future plans. This insight guides you in identifying the types of skills and expertise required to support these goals from an L&D perspective.
  • Evaluate Current Team’s Skills and Experience: Take a close look at the existing skill sets within your team. This involves assessing both the strengths and the gaps in your team’s capabilities, which helps pinpoint what additional skills are needed.
  • Identify Required Skill Sets Not Present in Your Current Team: Based on the business goals and our current team’s capabilities, determine the specific skills and experience that are lacking. This could range from technical proficiencies to soft skills like leadership or creative thinking.
  • Consider Team Dynamics and Working Style: It’s not just about skills; it’s also about finding someone who can seamlessly integrate into your team culture. Consider aspects like working style, communication preferences, and personality traits to ensure a good fit.

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Step 2. Search for L&D Staffing Providers

  • Seek Recommendations: Before heading to the internet, reach out to your professional network for recommendations. Colleagues who have previously engaged with L&D staffing providers can offer valuable insights and suggestions based on their experiences.
  • Conduct Online Research: If you aren’t able to get recommendations, conduct an internet search to explore more options. Look for providers specializing in L&D and read through reviews, case studies, and testimonials to gauge their reputation and effectiveness.

Step 3. Select Potential Providers

  • Narrowing Down Choices: Based on your research and recommendations shortlist two to three staffing providers that seem to align well with your needs and objectives. This selection is based on factors like their expertise in L&D, the range of talent they offer, and their ability to understand and integrate with our organizational culture.
  • Further Exploration and Engagement: With this shortlist, engage with these providers to learn more about their services, approach, and how they can specifically help in addressing our L&D staffing needs.

And if you need guidance on this. Check out The Ultimate L&D Guide to Interviewing Staffing Vendors! We’ve put together go-to questions to assess potential partners. It’s all about finding that perfect fit for our team, focusing on the four C’s: character, culture, competence, and commitment!

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Find your perfect L&D partner! Download the guide for key questions to ask and guidance to ensure character, culture, competency, and commitment match for your learning organization.

Step 4. Engaging Early with Selected Partners for Test Projects

  • Initiate Early Engagement: Once you’ve selected the potential L&D staffing providers, plan to engage with them well before we are in a critical need period. This early interaction is key to building a strong foundation for future collaboration.
  • Conduct Small Scale Projects: To effectively test the fit, initiate a few small projects with these partners. This approach allows you to observe how well they understand your needs, adapt to your working style, and contribute to your objectives without the pressure of a high-stakes situation.
  • Evaluate Compatibility and Integration: These smaller projects serve as a trial run to assess how seamlessly the external resources integrate with your existing team. Pay close attention to their communication styles, problem-solving abilities, and how well they mesh with your team dynamics.
  • Prepare for Future Needs: By doing this preliminary work, you ensure that the partner you choose is not just theoretically a good fit, but practically too. It sets the stage for them to be ready and capable of hitting the ground running when a more substantial need arises, ensuring minimal disruption and maximum efficiency in your L&D efforts.

Tackling workload fluctuations in the Learning and Development sector is not just about managing resources; it’s about strategic foresight and building strong, collaborative partnerships. By assessing your team’s needs, choosing the right L&D staffing partners, and engaging with them through initial test projects, you create a robust framework to handle workload peaks and troughs efficiently.

This proactive approach not only safeguards the quality of your L&D initiatives but also supports your organization’s overall growth and adaptability in a fast-paced business environment.

Looking for an L&D staffing provider? Schedule a free consultation and let’s chat today about your staffing needs!

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About the Author:

Boasting over 30 years of experience as an L&D professional, Teresa possesses a wealth of knowledge in various facets of the industry, including facilitation management, instructional design, performance coaching, and program leadership. With a keen eye for the big picture, she excels at leading teams in the transformation of ambitious visions into practical, effective learning solutions and programs. Teresa's unwavering dedication to serving others positions her perfectly as an Account Executive, where she takes pride in supporting new clients to discover innovative ways to work with ttcinnovations' talented individuals in pursuit of performance excellence that meet and exceed business goals, and expectations. Based in Charlotte, NC, Teresa spends her free time exploring the region's scenic waterfalls and nature reserves alongside her new furry companion, Otis.

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