CLO for the Day: The Learning Manager Simulation

    Thursday February 25

      1:00 pm – 5:00 pm



Put yourself in the role of a Chief Learning Officer (CLO) for a day where you will have to decide

  • Which corporate goals to support
  • Which learning programs to include in your business plan
  • What type of learning to recommend (classroom, e-learning, simulation, job aides, or a blend)
  • How long each initiative should be
  • How many participants should take each course
  • Whether to reinforce the learning

Just as in the real world, you will have a limited budget and staff which means that you will not be able to do everything you want. Trade-offs will have to be made. What will you sacrifice? How much can you accomplish with the resources you have? Participants will work in teams of two to see who can deliver the greatest impact, effectiveness and efficiency.

The Learning Manager Simulation was developed in 2008 by David Vance and Tata Interactive Systems. It is the only computer-based simulation we know of for learning professionals and has been used by hundreds of participants over the past seven years to increase their understanding of how to create and execute a learning plan. The simulation will reinforce the following key concepts:

  • Strategic alignment of learning to organizational goals
  • Careful selection of learning initiatives, modalities, and durations
  • Importance of reinforcement
  • The issue of trade-offs and deciding what is truly important
  • The five Kirkpatrick/Phillips levels of evaluation
  • Total cost of learning, including opportunity costs

The simulation has been deployed in numerous companies and in the human capital Ph.D. programs at Bellevue University and the University of Southern Mississippi. There will be two rounds of simulation.


  • 00 – 1.30 Introductions and Preparation for Round 1
  • 30 – 2.30 Round 1
  • 30 – 3.00 Debrief and Lessons Learned
  • 00 – 3.15 Break
  • 15 – 3.30 Preparation for Round 2
  • 30 – 4.30 Round 2
  • 30 – 5.00 Debrief and Wrap Up

CLO for a Day is facilitated by Dave Vance and Peggy Parskey. Participation is limited to the first twenty who register. All participants should bring a laptop with excel.


Your investment:  Early Bird Members $249/ Nonmembers $349 before December 31

Members $299/ Nonmembers $399 after December 31


      Save $100 when you register for both CLO for a Day & Strategic Alignment Workshop



Your facilitators

David Vance is Executive Director of the Center for Talent Reporting and co-author of the Talent Development Reporting Principles (TDRp) whitepapers. He is the former President of Caterpillar University, which he founded in 2001, and author of The Business of Learning: How to Manage Corporate Training to Improve Your Bottom Line. Dave was named 2006 Chief Learning Officer (CLO) of the Year by Chief Learning Officer magazine. Caterpillar was ranked #1 in the 2005 ATD BEST awards and named Corporate University of the Year in 2004. Prior to leading Cat U, Dave was Chief Economist and Head of the Business Intelligence Group at Caterpillar. He teaches in the human capital development Ph.D. programs at Bellevue University and the University of Southern Mississippi, and he is also the Lead Independent Director for State Farm Mutual Funds. Dave served on the national ATD Board of Directors from 2005-2007 and was president of the Northern Rockies Chapter from 2008-2012. He holds a Bachelor of Science degree from MIT, a Masters from Indiana University in Business Administration, and a Masters and Ph.D. from the University of Notre Dame in Economics.


Peggy Parskey is Assistant Director of the Center for Talent Reporting and co-author of the Talent Development Reporting Principles (TDRp) whitepapers. She has over 25 years of experience driving strategic change to improve organizational and individual performance. Peggy is also a part-time staff member with Metrics that Matter (MTM) at the Corporate Executive Board (CEB). Prior to working with the Center for Talent Reporting and MTM, Peggy was employed at Hewlett-Packard Company.  Between 2001 and 2005, Peggy was responsible for enterprise wide evaluation for the Learning & Development function at Hewlett-Packard Company. She worked closely with the businesses and key stakeholders to grow HP’s organizational maturity in training measurement and evaluation. Peggy and her team authored a paper for the Journal of Performance Improvement in 2004 entitled: “Looking in the Mirror, Performance Improvement for Performance Improvers.” She has published several articles on measurement, most recently as a co-author of a chapter in “Big Learning Data” by Elliott Masie (2014) and as the author of a chapter in “The Field Guide to the 6Ds” by Roy Pollock, Andrew Jefferson and Calhoun Wick (2014). Peggy was President of the Los Angeles Chapter of ASTD in 2008 and served as its Treasurer in 2010. She holds a Bachelor of Science degree in Mathematics from Simmons College and two Masters Degrees from the University of Chicago in Statistics and Business Administration.

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