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Scaling Data & AI Literacy with a Persona-Driven Framework

September 2024
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Once you are convinced that your whole organization needs data skills, it's time to develop an upskilling program. That involves deciding who needs what skills, and how best to structure your program. In this session, Janice, the Chief Transformation Officer at Degreed, Marcela, the Founder and Executive Coach at Human Matters, and Tableau Tim, a Lead Analytics Consultant at Aimpoint Digital, walk you through the steps of creating a successful data training program. You'll learn how to identify learning personas, pick appropriate data skills, and set up a training schedule.

Key Takeaways:

  • Learn what the most important data skills are for different teams and roles.
  • Learn how to structure a data training program for maximum engagement
  • Learn how to align data training with business goals.

Resources

Summary

Scaling data and AI literacy within organizations is increasingly important, and a persona-driven framework serves as a valuable tool in achieving this goal. Identifying and understanding learning personas enables organizations to adjust educational content so it resonates with employees' unique needs, roles, and levels of expertise. This approach not only promotes a culture of learning but also aligns with strategic business objectives and stakeholder expectations. The discussion emphasized the importance of recognizing the diversity of learning needs across different roles, from foundational knowledge for all employees to specialized skills for data scientists and analysts. Communication strategies play an essential role in engaging various personas, emphasizing the need for personalized and relatable messaging. Furthermore, the webinar addressed overcoming challenges such as resistance to change and fears surrounding AI adoption, advocating for transparency and trust-building as key components in easing these concerns. Ultimately, a collaborative approach, incorporating input from IT, HR, and business leaders, ensures the smooth integration of data and AI literacy initiatives within the organization.

Key Takeaways:

  • Identifying learning personas is essential for creating effective and relevant training programs.
  • Data and AI literacy should be embedded in business strategy and aligned with organizational goals.
  • Personalized communication strategies are essential for engaging different learning personas.
  • Overcoming resistance to AI requires addressing fears through transparency and trust-building.
  • Collaborative efforts enhance the effectiveness of data and AI literacy initiatives.

Deep Dives

Persona-Driven Learning Framework

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ersona-driven approach to learning leverages the concept of creating detailed learner profiles to ensure that educational initiatives are adjusted to the specific needs of different groups within an organization. This method acknowledges that employees come with varied roles, levels of expertise, and learning preferences. Janice Robinson-Burns emphasized the importance of using data and research to create these personas, which are not fictional but represent real attributes drawn from thorough analysis. The framework involves collecting demographic information, understanding job-specific roles and skills, and considering emotional factors such as learners' aspirations and concerns. By segmenting employees into categories like early adopters, wait-and-seers, and never-beers, organizations can develop targeted learning paths that cater to each group's unique requirements and motivations.

Importance of Data and AI Literacy

In the modern business environment, data and AI literacy are not optional but necessary skills for all employees, regardless of their role. Marcela Schrank-Fialova highlighted the evolving nature of these skills, drawing parallels to how familiarity with email and smartphones became ubiquitous over time. She argued that while not everyone needs to become a data scientist, basic competencies such as data interpretation, storytelling with data, and understanding ethical considerations are vital. The depth of knowledge required varies by role, with deeper expertise necessary for roles like marketing analysts or HR talent managers. This foundational literacy ensures that employees can make informed decisions based on data rather than intuition, ultimately supporting the organization's data-driven culture.

Communication Strategies for Engagement

Effective communication is a key element of successful data and AI literacy programs, as it ensures that learning initiatives resonate with diverse employee groups. Janice Robinson-Burns shared insights from her experience at MasterCard, where different communication strategies were employed based on the audience. For instance, branding educational content from the sales leaders rather than corporate helped engage sales teams more effectively. Marcela Schrank-Fialova elaborated on the importance of using channels familiar to specific groups, like leveraging technical forums for tech-savvy employees. The goal is to create a narrative that aligns with employees' motivations and perceived benefits, thereby promoting engagement and participation in the learning process.

Overcoming Resistance and Building Trust

Resistance to data and AI literacy often stems from fear, whether of job displacement or a lack of confidence in acquiring new skills. Tim Nguyena emphasized the role of trust in overcoming these challenges. By involving employees in the learning process and showcasing both successes and failures, organizations can demystify AI and build confidence. Encouraging early adopters to share their experiences and the tangible benefits of AI can gradually shift perceptions and reduce resistance. Marcela Schrank-Fialova added that understanding the root of employees' fears allows organizations to address them directly, whether through reassurance about job security or by providing supportive learning environments that emphasize gradual skill development.


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