Scotiabank Global Performance and Learning Debbie Boustead Sheila Martinez

1. Learning without Borders Scotiabank Global Performance and Learning Debbie Boustead Sheila Martinez

2. Scotiabank • Scotiabank is one of North America’s premier financial institutions, and Canada’s most international bank. • 69,000 employees, • 12.5 million customers • 50 countries around the world. • One of 50 Best Employers in Canada - 5 years running • Training Magazine Top 125 award recipient – 6 years running.

3. Think Global Act Local

4. Strategic Priorities Corporate Revenue Growth Capital Management Leadership Risk Management Expense Management Human Resources Leadership Workforce Capability Reward & Recognition Change Capability Learning Managers & Future Leadership Pool Global Workforce Development Global Learning Technology Platform Leadership

5. Federated Learning Model Canadian Banking Industry Best Practices International IT&S Standards Programs GPL Consulting Infrastructure Synergies Executive Offices Scotia Capital & GRM Leadership

6. Performance Management

7. Global Performance and Learning Mandate Learning Strategy Learning infrastructure Bank-wide Curriculum Metrics & Evaluation Vendor Management Learning Community Development Share best practices Value Alignment of learning to corporate strategy Economies of Scale Cost Avoidance Global Principles & Standards Consistency of learning experience for employees

8. Scotia and Skillsoft – Our Journey • 0 – 5000 in six years

9. 2004 – The Journey Begins • Initial contact • Little interest • Driven through IT • Agreement created for Books 24 x 7 licenses • IT agrees to pilot for the year

10. 2005 – First Class Travellers • IT audience only • Priced per course • Positive feedback on content • Only viable for a limited audience

11. 2006 – There Must Be a Better Route • Explored options for an enterprise solution • Lots of interest across all businesses • Little understanding of the impact of the offering • Technical challenges • Funding challenges • Largest audience opted out • Financial viability negatively impacted • Went forward with a partial solution

12. 2006– Navigating the Content • Where do you start? • Overwhelming amount of content • IT, Business and Desktop libraries • Reviewed and removed large sections that were: • Not applicable to Scotiabank’s systems, processes etc. • Conflicted with internal programming • Learning Community vetted selections • English and French

13. Which Way Do We Go? My Learning Centre Consistent employee experience Used to report metrics Interface in 3 languages Strategic Global buy-in Skillport Easy to use, great search capability Good reporting, but limited for our purposes English only

14. 2007 - The Road to Integration • Each business unit commits to and pays for a set # of licenses – 2200 total • Libraries loaded to MLC • Usage tracked by unit • Overall uptake for fiscal 2007: 75% • 5185 course registrations • Average cost per course is a 60% reduction in costs from previous agreement

15. 2008 – Smooth Sailing • Overall uptake for fiscal 2007 – 92% • 7901 course registrations • Over 900 unique courses accessed • Average cost per course is a 40% reduction in costs from 2007 • Contract is reworked with Skillsoft, more than doubling the number of licenses • New users are brought on, all lines of business now on board

16. 2009 – The Adventures of Scotia & Skillsoft • Moved to OLSA platform • Integrated OLSA catalogue with MLC • Created quarterly process for updating the catalogue to MLC • Launched MLC in Mexico • Loaded (400+) Spanish programs • Created Marketing Materials

17. The Path Less Travelled Other services • Skillblends and Blended Learning Toolkits • Skillport branded and launched for areas that do not have access to MLC • Preparing to launch the Management Portal (2500 users)

18. Where to next? • Working on business case to centrally fund licenses (true enterprise model) • Wish us luck

19. Questions?