Collaborative e-Learning Methodology: Design, Develop & Manage Your Projects

1. Topics • Current State of E-Learning at Wendy’s • Demo Challenge • E-Learning Challenges / Strengths • 2009 Approach • 3 Questions You Should Consider • Basic PM Tools Using MS Excel • Lessons Learned / Best Practices • Accomplishments • Q&A Collaborativee-Learning Methodology: Design, Develop & Manage Your Projects Coley O’Brien National Director of Operations Training Wendy’s International

2. Current State of E-Learning at Wendy’s • Overview • Initiated E-Learning strategy Q3 2007 • Target Audience = Crew, Managers, Multi-Unit Operators, Corporate • Majority of E-Learning in restaurants • Use formal Learning Mgt System • Approx 50k active users (will 2x in 2010) • Developed approx 120 custom E-Learning courses in last 15 months • Use internal resources and vendor partners for design / development • Fast Facts • Avg 2250 course completions per day • Avg course duration is approx 20 min

3. E-Learning Challenges / Strengths 7 Internal Resources • 2008 Challenges • Mix of E-Learning development experience on internal team • Too many courses to build in too short of time to do completely internally • Spanish translation for all crew courses • Needed to identify vendor partners • Available budget would require creative approach to complete development • Project Mgt discipline lacking • Strengths • Established solid methodology • Adhered to standards and use of templates • Abundance of SMEs and existing content to leverage $$$ Limited Budget 90 courses (2x)

4. 2009 Approach • Hybrid Methodology • Internal team focused on upfront design, including HLD and storyboard • Vendors focused on development • Partner in review and final QA processes • Internal team responsible for implementing course into LMS • Pragmatic Project Mgt • Shifted from MS Project to MS Excel • Created 1-pg project checklist • Created master curriculum portfolio

5. 3 Questions You Should Consider

6. How Will You Share Files? • How Will You Share Files? • Thousands of files, many large in size • Security and limited access • Speed and ease of use • Course links with absolute paths

7. How Will You Review and QA Courses • How Will You Share Files? • Thousands of files, many large in size • Security and limited access • Speed and ease of use • Course links with absolute paths • How Will You Review & QA? • Limit number of handoffs • Limit time to enable reviews • Make easy for reviewers • Keep separate from production courses

8. How Will You Publish Courses? • How Will You Share Files? • Thousands of files, many large in size • Security and limited access • Speed and ease of use • Course links with absolute paths • How Will You Review & QA? • Limit number of handoffs • Limit time to enable reviews • Make easy for reviewers • Keep separate from production courses • How Will You Publish Courses? • Gold files . . . who makes final changes? • Are all publish settings in place? • Avoid last-minute issues with launch

9. Basic Project Mgt Tools Using MS Excel • Project Checklist - Requirements • 1 page • List key steps and outputs • Status = Blank / In Progress / Done • Only dates for deliverables / milestones • Clearly show resource responsibilities • Link to broader portfolio • Project Portfolio - Requirements • Show total progress in one view • Provide course-level details • Include automation for regular updating

10. Lessons Learned and Best Practices • Lessons Learned • Spend ample time early on to discuss standards and key questions in detail • Clearly define who the Project Mgr is • Consistently reinforce the use of the tools you’ve put in place • Maintain flexibility from both directions • Best Practices • Test multiple vendors upfront • Establish process for tracking vendor resource utilization (hrs and $s) • Involve vendors in regular team mtgs • Empower vendor to interact directly with SMEs and target audience • Let vendors manage review site

11. 2009 Accomplishments by the Numbers 300,000 100,000 4500 100 95 40 Course Hrs Course Files Courses % Milestones Achieved Vendor Hrs Completions

12. coley_obrien@wendys.com