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Industry Whitepapers

White paper \'hwit-'pa-per\ noun (1899). 1. a government report on any subject; usually less extensive than a research paper. 2. a detailed or authoritative report. 3. a research or position paper designed to provide a reader with information on an organization, product, programs, or methodology. It is believed the name stems from busy executives who wanted to learn from clear, concise terms and documents. Give me simple white paper defining what you stand for or believe, instead of a brochure with your marketing hype and jargon.

Every company seems to be writing a whitepaper or general report on their market space or from their particular vantage point. The problem is that it's hard to find them all and harder to separate the good from the market hype. By listing as many papers as we can find, both from vendors and industry experts, we hope you'll be able to learn something new and make better educated decisions. Because there seems to be a new whitepaper written each day, we'd love to learn about your whitepapers or ones you come across that we haven't listed here (yet).

 Many of the whitepapers are in .PDF format. You must have Adobe Acrobat Reader to view them; click here to download this free application.

Into the Future. Wayne Hodgins' vision paper for the Commission on Technology & Adult Learning of the ASTD and the National Governors' Assoc. Note: This is a large file (984K) so it takes a while to download. [Reading this reports requires Adobe Acrobat ]

Learning Without Limits, Volume II (1998) and Volume III (2000). Ellen Wagner with Informania, Inc. staff members produced a wonderful series of publications documenting their explorations, observations and experiences with several early projects involving elearning, learning objects and competency based learning designs. [Reading this reports requires Adobe Acrobat ]


Assessing the Role of Educational Technology in the Teaching and Learning Process: A Learner-Centered Perspective. Barbara McCombs, Director of the Center for Human Motivation, Learning, and Development, University of Denver Research Institute (2000). "...it is time to think differently about assessing the role of educational technology in the teaching and learning process....four fundamental questions: (1) What is learning? (2) What is the purpose of education? (3) What knowledge base is needed to apply educational technology appropriately to the teaching-learning process? and (4) What are implications of the learner-centered framework for the application and assessment of educational technology? [.HTML format]

Blended Learning: The Best of Both Worlds. Elaine Voci, Ph.D., SkillSoft Corporation  (March 16, 2001)  Blended learning is a concept that has emerged with the onset of e-learning, or learning that is delivered across the Internet, which combines more traditional methods of teaching with Internet-delivered content that is learner-driven and self-paced. [.HTML format]

Calculating the Return on Your eLearning Investment. [271KB] Docent, Inc. Helping companies build a business case for eLearning � centered around a quantifiable, reliable, and compelling estimate of the Return on Investment (ROI) � is an essential element of the Docent value proposition. As a result, it is critical for Docent to work directly with clients on the process of evaluating and calculating ROI. This paper is designed for use by the Docent field organization and clients to help facilitate and guide this process. [Requires Adobe Acrobat ]

Choosing a Learning Management Solution Provider. Clark Aldrich, Gartner Fellow for eLearning. GartnerGroup, October 2000. "The selection of a learning management infrastructure is likely the most strategic elearning purchase that most companies will make. Learning management providers are expanding their capabilities quickly as they strive to provide end-to-end infrastructures to address an enterprise's need..." [Microsoft Word format

Education for the Millennium. C. Jackson Grayson. American Productivity & Quality Center (APQC). "Everything is in a state of change, and education is the keystone of change. It's what's going to help us with this change, and it too must change. We're at a point where our educational system has to go through the same sort of changes that have happened in the other sectors-business, healthcare, and government. But education has not been moving at the same pace that the rest of the system has, and I think it's going to have to make some radical changes in the entire system." [.HTML format]

Eight Things That Training and Performance Improvement Specialists Must Know About Knowledge Management. Saul Carliner. "Like any discipline, that examines a subject in detail, knowledge management has spurred in-depth thinking about knowledge, the forms it takes, the processes used to create it, and the financial value it offers. These activities have led, in turn, to a specialized vocabulary for talking about knowledge. Because this vocabulary pervades the conversation about knowledge management, presenting and defining the terms offers a starting point for discussing this subject." [.HTML format]

e-Learning Accelerates and Transforms Business School Pedagogy. Marcia Tress for SmartForce and The International Association for Management Education (April 2000). Business schools are cooperating with e-Learning providers to augment their curricula, making them more responsive to their corporate needs. The result is a collaboration between business school educators and commercial education suppliers like SmartForce to develop and utilize e-Learning solutions that fulfill the needs of major business schools. This report explores ways business school educators and programs are collaborating with commercial education suppliers like SmartForce to develop and utilize e-Learning solutions that address these major business school concerns and opportunities: effective, efficient, consistent instruction for a diverse student population; curriculum development and currency; faculty development in the use of instructional technology; competition from nontraditional suppliers and channels; and distance education and adult lifelong learning. [Requires Adobe Acrobat ]

e-Learning in USA & Canada Benchmark Survey. Taylor Nelson Sofres for Skillsoft Corporation (April 2001). There were some significant findings for the future of e-Learning among business organizations in the United States and Canada. Highlights of these findings are listed below, and more detailed analysis follows later in the report. In addition, to put the theory and practice of e-Learning into perspective within a broader training and development context, a number of supplementary questions were asked and analysis of these results also follows. All interviewing was conducted by experienced and professional interviewers, trained and monitored in accordance with Market Research regulations and code of conduct. [.HTML format or Adobe Acrobat PDF format ]

E-learning Standards. Click2Learn. [Requires Adobe Acrobat ]

Enterprise Management: Critical to the Success of a Mandatory Training Program. LearningAction, Inc. (March 1, 2001). Organizations are rushing to use the Internet for mandatory training on compliance issues like sexual harassment or insider trading, attracted by the potential benefits of improved flexibility and decreased teaching costs. Increasingly, however, these organizations are finding that to succeed they must have the right tools to help them manage their web-based compliance training programs. Like any compliance training program, the success of a web-based compliance training program is measured by the organization's ability to ensure that everyone who needs training gets trained. [.HTML format]

Enterprise Training Automation: Attaining Competitive Advantage Through Strategic Use of Training. Analysis performed by Bruce LaFetra of Grandada Research for Docent, Inc. (January 1997). Attaining Competitive Advantage Through Strategic Use of Training Enterprise training automation (ETA) provides a data-centric approach that features measurable outcomes that can be used to cost-justify training expenditures. Through enterprise intranets, data relating to business processes and employee performance can be integrated with network based training resources. Management can link employee training activities to on-the-job performance within a seamless network environment. This power of Internet computing allows management to use training as a mission. [Reading these reports requires that you provide some information to TradeSpeak and that you have Adobe Acrobat ]

Evolution of Learning Communities. Eric Vogt of Communispace. (April 1999) "As competition becomes driven by knowledge work and speed, the pressures on corporations are changing and growing. Profit in the new, knowledge-based economy requires several organizational strengths: Innovation, Knowledge Creation and Application, Faster Cycle Time, Customer Intimacy, Talent Retention, Adaptability. [.HTML format]

Exploding the E-learning Myth: Next-generation, Web-based Training Is Here Today�and It Delivers the "Wow" Experience. KnowledgeNet (January 1, 2000). Most enterprises recognize that effectively training and educating workers is a competitive imperative that cannot be ignored. Keeping up with global competition and fast-changing technology requires quick and effective training at reasonable costs. [.HTML format]

Forum Corporation, now part of FT Knowledge, publishes a series of  short documents that provide valuable insight and information on how to tackle business issues, measure results, and improve performance in today's flattened organizations. They include Branded Customer Experience, Measuring Project Performance, Eliminating Barriers to Service Excellence, What Makes Teams Work?, Developing Leadership Capability, Implementing Global Training. Forum also publishes special reports that capture the key findings of Forum's ongoing research into best practices and skills that drive superior performance. Sales Training Market Report, Sales Effectiveness in World-Class Organizations, Beyond Teams: Building a Fast Track to Speed Flexibility, and Results, Achieving Business Results through Training. [Requires Adobe Acrobat ]

A Fresh Look at ROI. A Whitepaper By Jay Cross for Smartforce, 2000. "The traditional conception of ROI is obsolete. The Internet has changed everything. Astute training managers employ business metrics, not Kirkpatricks famous four levels. Managers of business units value time more than ROI. Major decisions are based on descriptive business cases, not pro forma budgets. Senior executives are more interested in the top line (dramatic growth from new markets and innovation) than the bottom line (the accounting fiction of profits)."

The Future of e-Learning: An Expanding Vision. IBM Mindspan Solutions. "Today, organizations are using e-learning to reduce costs, improve quality, and accelerate time to market. As e-learning and knowledge management continue to converge, these benefits will expand even further. This paper offers a vision of e-learning that goes beyond training and learning to establish a new focus on 'time to performance'." [.HTML format or Acrobat format ]

The Great Chunky Debate. Mike Hamerly. Generation 21 Learning Systems, 2000. This paper is a discussion of chunking content and why the effort to chunk content into courses, modules, units, competencies and elements benefits the enterprise. [Requires Adobe Acrobat ]

Ice Machines, Steamboats, and Education: Structural Change and Educational Technologies. Robert Tinker, The Concord Consortium. Every revolutionary technology starts with a whimper. Its full revolutionary bang is realized only later after fundamental structural changes are made to accommodate the new technology. Paul Horwitz likes to remind us that the first ice making machines were introduced when everyone used iceboxes to store food. Ice companies delivered blocks of ice for these iceboxes once or twice a week. Of course, the first ice machines were used by the ice companies to make ice for home iceboxes. It took decades until the ice companies vanished and everyone had personal ice machines, called refrigerators. [Requires Adobe Acrobat ]

Intelligent eLearning with XML. Kim Adolphe, Gemini Learning Systems Inc. (February 1, 2001) Addressing the exploding eLearning phenomenon and the construction of an intelligent, data-driven eLearning system, this presentation explores the pedagogically informed use of XML technology. [.HTML format]

Knowledge Management & e-Learning: Tools for Organizational Evolution. Elaine Voci, SkillSoft Corporation. Knowledge management is an emerging discipline that has attracted as much interest in corporations as did previous subjects like process reengineering and total quality management. It represents another step in the overall journey toward organizational effectiveness. Like most journeys its deepest value is not as a destination but as a process, a never-ending path toward organizational learning, knowledge creation and performance. Just as individual development is the result of lifelong learning, organizations also learn and grow as they mature. [.HTML format]

Leading Edge Technology Based Training A New Formula for Measurable Results. Holden Corporation (June 2001). Explains the need for the new interactive learner-driven Just In Time Training Module format that combines solid instructional design principles with world class software development to produce meaningful enduring learning experiences. [Requires Adobe Acrobat ]

Learn Fast. Go Fast. Greg Priest, SmartForce (1999). "Today's business world operates in real time, where innovation rules, competitors clutter the marketplace, knowledge provides more power than capital, and e-commerce is rapidly being replaced by e-business � all causing new rules to apply. This paper will help you learn more about e-learning and why SmartForce thinks that e-learning is the key solution for success in today's business world. [Requires Adobe Acrobat ]

Learning Beliefs and Principles: Foundation of an Effective e-Learning Strategy. Click2Learn, Inc. (July 2001). Leading organizations are looking to use learning technologies to help people capture, configure, distribute, and leverage their intellectual capital in ways never before possible providing virtually unlimited reach and scalability. [Requires Acrobat ]

Leveraging Competency Models to Enhance Performance. Reed Moyer, Ph.D., Click2Learn, Inc. (March 1, 2001) Efforts to enhance individual and organization learning and development must be focused, efficient, and have a direct impact on performance. This article examines performance enhancement from the individual and the organization perspective, and it lays out a relatively straightforward way to make sure that learning and development efforts are targeted and effective. [Requires Acrobat ]

Live eLearning: Taking the First Steps. Learning for the 21st Century Organization. Morgan Keegan and Interwise. "Keeping up with new information and knowing how to use it are mission critical activities to businesses and individuals alike in a market in which competition is no longer characterized by the big beating up the small, but rather by the fast running past the slow. If you were to define training as giving people the information and skills needed to compete effectively in the marketplace, many traditional training methods (e.g., classroom-based lectures, manuals) are anachronisms in today's fast-paced, information-driven economy. With that in mind, enterprises that wish to maintain a competitive workforce are beginning to make room in their training programs for a new form of preparing individuals to be productive and thrive in today's society. The growing use of networked technology to deliver training to workers has spawned an entirely new industry�one that has come to be called eLearning." [Requires Adobe Acrobat ]

The Mandate for an Enterprise-Wide View and Direction of Training. Daniel R. Tobin, Ph.D. Granada Research for Docent, Inc., January 1997. Traditional corporate training methods are ineffective in today's rapidly changing business environment and that a new enterprise-wide view and direction of training is needed to ensure that all learning investments are closely aligned with, and directly support, the enterprise's strategic business directions. [Reading these reports requires that you provide some information to TradeSpeak and that you have Adobe Acrobat ]

A Model for Research on Training Effectiveness. National Institute for Occupational Safety and Health. From the Centers for Disease Control and Prevention. The Occupational Safety and Health Act of 1970 (Public Law 91-596) was enacted to assure, so far as possible, safe and healthful working conditions for every working man and woman in the Nation. To achieve these goals, provisions were made for two distinct Federal agencies: the National Institute for Occupational Safety and Health (NIOSH) and the Occupational Safety and Health Administration (OSHA).  [Reading these reports requires that you provide some information to TradeSpeak and that you have Adobe Acrobat . Also available in .HTML format.]

Need to Know: Integrating e-Learning with High Velocity Value Chains (featuring an interview with Peter Drucker). Delphi Group, December 2000. E-learning removes barriers of time and place while it facilitates high levels of personalization to the user and the task. By being integrated into the value chain activity, e-Learning delivers the most timely form of knowledge. By providing the tools by which the learner can fully personalize his or her experience based on desired skills and tasks, e-Learning creates a much more intimate and ultimately, effective learning experience.

New Designs for Connected Teaching and Learning. Margaret Riel, Associate Director of the Center for Collaborative Education (CCRE)  University of California at Irvine, 2000.  Fundamental change in the next decades will result from participation in education by a larger community of people who the Internet brings together, rather then from access to technology. This is because education is a human enterprise. It is dependent on the relationship between teachers and learners in a specific social, political, and historical context. This paper focuses on this context and way in which changes to the learning environment alters the relationships between teachers and learners, and between school and society. [.HTML format]

Online Commercial Communities. Wally Bock. "Community is the latest online business buzzword. Why? Because many folks see the establishment of a community as a great way to do and foster business on the net. Commercial communities do have incredible business power. But in order to use that power you have to understand what communities are, and how online and commercial communities are different from the kind we've had for most of history." [.HTML format]

Organizational Change: Managing the Human Side. American Productivity & Quality Center (APQC). "Today's organizations are facing both external and internal forces that make change inevitable. External forces such as new work force demographics; changing expectations about quality, productivity, and customer satisfaction; and new technologies are dramatically affecting the operating environment in organizations worldwide. Internally, financial constraints, the requirement to do more with less, cross-functional teams, mergers and acquisitions, and empowered workers all affect organizations' abilities to compete in the global marketplace." [.HTML format]

An Overview of Online Learning. Saul Carliner (1998). This Overview introduces you to online learning, and provides you with an overview of the key issues you need to consider when working with online learning. This overview: Describes what online learning is and identifies its major uses, identifies the four major types of online learning, provides an overview of the technology needed to make online learning happen, lists the project issues. [.HTML format]

Perspectives of Knowledge in Business. Xerox has spent nearly four years researching the knowledge movement. They've applied knowledge-sharing ideas to their business at both the strategic level and in dozens of community-level projects. This site contains several whitepapers and reports. [Some .HTML and some require Adobe Acrobat ]

The Power of the Internet for Learning: Moving from Promise to Practice. Web-based Education Commission (December 2000). For education, the Internet is making it possible for more individuals than ever to access knowledge and to learn in new and different ways. At the dawn of the 21st Century, the education landscape is changing. Elementary and secondary schools are experiencing growing enrollments, coping with critical shortages of teachers, facing overcrowded and decaying buildings, and responding to demands for higher standards. On college campuses, there is an influx of older, part-time students seeking the skills vital to success in an Information Age. Corporations are dealing with the shortage of skilled workers and the necessity of providing continuous training to their employees. [.HTML format]

The Promise of E (for Excellent) Learning. Nancy Weingarten for SmartForce (2001). The high point of my formal learning career was in Miss Mahoney's 6th grade class. You see, not only did she prepare and make available the right materials and activities, she knew at what moments to be the teacher, when to assume the role of coach, when to have us work with each other, and when to just leave us alone. To use a clich�, Miss Mahoney's classroom was a symphony orchestra, with each kid an individual instrument and herself the conductor. She could get us all to play together, but she also found opportunities for every instrument to sing its solo. She made sure we all learned about life in Colonial America and how to divide fractions, and she had each of us reading books and doing projects on our own individual topics as well. [Requires Adobe Acrobat ]

Renaissance 2000. David Thornburg. The edge of the millennium makes a good vantage point for thinking about the future in terms of the past. Like standing on a mountain ridge where the view is unobscured in all directions, it is exciting to be poised on the cusp of time with the opportunity to take the long view. Of course, in the case where time is our horizon, the view is less than clear. Even so, when viewed in terms of epochs instead of years, broad patterns emerge that might lie hidden when we focus on the short term perspective encouraged by the incredibly fast pace of life that has been the focus of the past few years. [Requires Adobe Acrobat ]

Reusable Information Strategy. Cisco Systems. Version 4.0. December 2001. Perhaps the greatest obstacle to widespread adoption of object-based content development has been the lack of a unified standard for what constitutes a single unit of content. Cisco realized that a successful standard must unify four key components: 1) Instructional design methodology 2) Content structure 3) Metadata 4) Data format. This white paper describes the rationale for the development of the RIO standard and offers RIO as a possible solution for achieving true reusability of content. [Requires Adobe Acrobat ] Updated!

Riding the Big Waves. Thomas Weisel Partners, January 2000. A whitepaper on the B2B e-Learning Industry. [Requires Adobe Acrobat ]

The Role of Competencies in Salesforce Success. Jay Jacobson. Holden Corporation (January 1999) Implementing a competency-based management program provides an opportunity to seek new ways of gaining a competitive edge through knowledge, personal growth and development, hiring accuracy, and unique reward systems. [Requires Adobe Acrobat ]

Sexual Harassment and Other Legal Issues: Why Training is Important. LearningAction. The Law Has Changed. "A recent wave of changes in the law has made it essential for companies to conduct training on matters of legal sensitivity. The US Supreme Court released two key decisions in June of 1998..." [.HTML format]

Structural Change in the New Economy. Remarks by Chairman Alan Greenspan before the National Governors' Association, 92nd Annual Meeting in State College, Pennsylvania (July 2000). While not a whitepaper, this is the text of a speech made by Chairman of the US Federal Reserve Bank. Because Greenspan controls the money supply and the cost of money in the US, he is arguably one of the most powerful people in the world. This speech focuses on the changing nature, due to technology, and the importance of education. [Requires Acrobat ]

Teaching and Learning: Towards the Learning Society. The European Commission of the European Union On-line. "This White Paper is part of a process designed simultaneously to provide an analysis and to put forward guidelines for action in the fields of education and training." [Requires Acrobat ]

The 10 Things Every Training Manager should know about Total Knowledge Management (TKM). Dale Zwart, Hal Resnick. Generation 21 Learning Systems, 1999. "For quite a few years, the buzz in the training industry has been about the imminent development of integrated enterprise-wide training and knowledge management systems. These systems would enable a company to gather knowledge and intellectual capital throughout its organization, develop it in bite-size pieces, and then organize and deliver that knowledge throughout the organization in unlimited configurations. These new integrated systems would provide top executives and the training manager total control over all training..." [Requires Acrobat ]

Training in the New Millennium: The Internet Brings ROI to the Enterprise. KnowledgeNet (March 2000). An overview of how corporations are using next generation e-learning to train their employees and resellers faster, less expensively, and with better retention than with traditional classroom training. [.HTML format]

What is Knowledge Management? Steve Dennning, who used to be with the World Bank, has written this excellent white paper which he has kindly permitted APQC to post. [Requires Acrobat ]

Why People Can't use E-learning: What the E-learning Sector Needs to Learn About Usability. Frontend.com. "This whitepaper takes a detailed look at what the eLearning sector needs to know about usability. We examine the current state of the eLearning applications and detail the specific issues that affect the industry. The whitepaper also offers advice on implementing best-practice usability and accessibility solutions for those developing or marketing eLearning products." [Requires Acrobat ]

 

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