Level 1: Reactive

Objective: Establish foundational improvements by introducing governance, aligning initial learning
efforts with corporate goals, and setting the stage for more structured operations.

Checklist:

• Governance & Operating Model Introduction:
• • Consulting: Assess current L&D governance and operating model, identifying gaps and
    establishing better governance. Develop a talent and L&D workforce map and evaluate
    your existing technology landscape to map out areas for consolidation and cost savings.

• • Implementation: Set up initial roles, permissions, team, and vendor structures within
    Cognota to support governance and basic operational consistency.

• Strategic Alignment & Vision Setting:
• • Consulting: Align L&D activities with corporate objectives by setting a foundational vision
    that supports key business goals.

• • Implementation: Use Cognota’s strategic planning tools to document this vision and track
    initial alignment efforts.

• Business Partner Engagement Initiation:
• • Consulting: Identify key business partners and begin establishing relationships to support
    early L&D partnership models.

• • Implementation: Use Cognota’s partner management features to track requests and build
    collaborative efforts.

• Process Definition & Standardization:
• • Consulting: Develop simple playbooks to introduce consistency and reduce ad hoc actions.

• • Implementation: Implement basic process workflows in Cognota to ensure early processes
    are followed.

• Resource Allocation & Visibility:
• • Consulting: Track resource allocation and ensure visibility into L&D investments.

• • Implementation: : Set up Cognota’s resource management tools to gain initial insights into
    resource use.

• ROI Methodology Framework:
• • Consulting: Establish a framework for measuring ROI, focusing on L&D investment
    objectives.

• • Implementation: Implement Cognota’s ROI tracking features to capture data on L&D
    impact.

• Real-Time Insights & Initial Reporting:
• • Consulting: Develop basic reporting processes to provide stakeholders with insights into
    L&D activities.

• • Implementation: Use Cognota’s reporting tools to generate initial reports and dashboards.

• LearnOps Certification Initiation:
• • Consulting: Introduce the team to the LearnOps Academy to establish a baseline
    understanding.

• • Implementation: : Encourage initial team members to begin their certification process.

• Peer Group Collaboration & Community Action Plan:
• • Consulting: Facilitate connections with peer groups in the LearnOps community for
    shared learning.

• • Implementation: : Encourage initial team members to begin their certification process.

• Recommendations & Roadmap:
• • Consulting: Provide recommendations for transitioning from reactive to more structured
    processes.

• • Implementation: Create a roadmap in Cognota with milestones for moving towards a
    more managed approach.

 
Level 2: Managed

Objective: Build on foundational improvements by refining governance, enhancing strategic alignment, and implementing advanced tools to ensure effective resource management and
flexibility.

Checklist:

• Strengthening Governance & Operating Model:
• • Consulting: Refine governance structures to align with corporate strategy and adapt to
    changing business needs.

• • Implementation: Enhance roles, permissions, and team structures within Cognota,
    expanding its adoption to drive deeper strategic alignment.

• Creating & Executing a Vision Aligned with Corporate Objectives:
• • Consulting: Collaborate with leadership to create and execute a clear L&D vision aligned
    with corporate goals.

• • Implementation: Use Cognota’s strategic planning tools to document, track, and adapt the
    vision.

• Developing a Business Partner Model:
• • Consulting: Map out key business partners and establish a formal engagement model for continuous collaboration

• • Implementation: Use Cognota’s partner management features to manage relationships and
    track progress.

• Enhancing Process Definition & Standardization:
• • Consulting: Develop and document SOPs to mature your playbook and ensure consistency
    in L&D operations.

• • Implementation: Implement and manage process workflows in Cognota to ensure
    adherence to SOPs.

• Resource Allocation, Management & Real-Time Visibility:
• • Consulting: Optimize resource planning and management processes for efficient resource
    use.

• • Implementation: : Leverage Cognota’s resource management tools to gain insights into
    resource use.

• Advancing ROI Methodology:
• • Consulting: Design a sophisticated ROI measurement framework aligned with corporate
    goals.

• • Implementation: Refine Cognota’s ROI features for deeper insights and analysis

• Stakeholder Engagement & Real-Time Reporting:
• • Consulting: Develop a communication plan that enhances transparency and trust with
    stakeholders.

• • Implementation: Use Cognota’s reporting features to provide regular updates, demonstrating progress.

• LearnOps Certification Progression:
• • Consulting: Encourage the team to advance in their LearnOps certification.

• • Implementation: : Align certification progress with operational improvements.

• Peer Group Collaboration & Community Action Plan:
• • Consulting: Facilitate ongoing participation in peer groups within the LearnOps community.

• • Implementation: : Develop an action plan based on insights gained from peer group
    interactions.

• Recommendations & Roadmap:
• • Consulting: Provide recommendations to advance toward a strategic L&D function.

• • Implementation: Update the roadmap in Cognota to track progress, ensuring adaptability.
    
    

Level 3: Strategic

Objective: Fully align L&D with corporate goals by embedding best practices, strengthening
governance, and utilizing advanced workflows, positioning your team as a strategic and agile operation recognized as a trusted advisor.

Checklist:

• Strategic Governance & Operating Model:
• • Consulting: Enhance governance structures to ensure L&D operates as a strategic partner
    with agility.

• • Implementation: EOptimize Cognota’s governance features and onboard additional talent,
    learning and business partner teams to work systematically and strategically.

• Advanced Strategic Alignment & Execution:
• • Consulting: Partner closely with finance and procurement to align L&D activities and optimize investments.

• • Implementation: Use Cognota’s strategic planning and vendor management features, setting up necessary integrations to enhance connectivity.

• Business Partner Advisory Board:
• • Consulting: Establish a matured advisory board to guide L&D initiatives.

• • Implementation: : Manage advisory board interactions using Cognota’s collaboration tools.

• Process Optimization & Best Practices:
• • Consulting: Embed industry best practices into daily operations to ensure adaptability.

• • Implementation: Implement and monitor best practices using Cognota’s tools.

• Resource Planning, Forecasting & Agile Management:
• • Consulting: Develop mature resource planning and forecasting practices.

• • Implementation: : Use Cognota’s resource management features to support agile resource
    use.

• Fully Implemented ROI Methodology & Impact Measurement:
• • Consulting: Implement ROI frameworks that continuously assess L&D investments.

• • Implementation: Utilize Cognota’s analytics and reporting tools to provide real-time
    insights.

• Stakeholder Trust Building & Dynamic Reporting:
• • Consulting: Develop strategies to build stakeholder trust and keep them informed.

• • Implementation: Use Cognota’s reporting tools to deliver dynamic updates.

• LearnOps Certification Advancement:
• • Consulting: Continue advancing the team through LearnOps certification.

• • Implementation: :Align certification progress with strategic goals.

• Peer Group Collaboration & Community Action Plan:
• • Consulting: Strengthen involvement in LearnOps peer groups.

• • Implementation: : Integrate peer group recommendations into the L&D strategy

• Recommendations & Roadmap:
• • Consulting: Provide strategic recommendations to transition toward a predictive L&D
    function.

• • Implementation: Refine the roadmap in Cognota to track progress and enable pivots.

Level 4: Predictive

Objective: Achieve a predictive and automated learning operations environment by integrating AIdriven tools, strengthening governance, and ensuring continuous alignment with business objectives.

Checklist:

• Predictive Governance & Agile Operating Model:
• • Consulting: Evolve governance structures to support predictive operations.

• • Implementation: Deploy Cognota’s governance and AI features, streamlining vendors and
    reducing tail spend.

• Continuous Strategic Alignment & Improvement:
• • Consulting: Implement continuous improvement processes to align L&D with evolving
    goals.

• • Implementation: Use Cognota’s strategic planning features to monitor and adjust goals.

• Agile Business Partner Advisory Board:
• • Consulting: Maintain and enhance the advisory board with predictive analytics.

• • Implementation: :Manage collaboration and feedback using Cognota’s tools.

• AI-Driven Automation & Process Optimization:
• • Consulting: Identify processes for AI-driven automation to enhance efficiency.

• • Implementation: Deploy AI-driven features across scalable processes.

• Advanced Benchmarks, Insights & Real-Time Decision Making:
• • Consulting: Establish benchmarks and use real-time insights for decision-making.

• • Implementation: : Use Cognota’s AI-powered features to monitor and optimize
    performance.

• Resource Management & Dynamic Allocation:
• • Consulting: Develop strategies for dynamic resource allocation using predictive analytics.

• • Implementation: Utilize Cognota’s resource management features for agile resource use

• Advanced ROI Methodology & Predictive Impact Analysis:
• • Consulting: Implement predictive ROI models for continuous evaluation.

• • Implementation: Use Cognota’s AI features for data-driven decisions.

• Stakeholder Engagement & Predictive Reporting:
• • Consulting: Develop predictive reporting frameworks for proactive decision-making.

• • Implementation: Leverage Cognota’s AI-powered features to deliver predictive insights.

• LearnOps Certification Completion:
• • Consulting: Complete the LearnOps certification program for full competency.

• • Implementation: Ensure the team is fully certified and aligned with predictive operations.

• Peer Group Collaboration & Community Action Plan:
• • Consulting: Engage with peer groups to stay ahead in L&D operations.

• • Implementation: : Develop and execute an action plan to integrate peer insights.

• Recommendations & Roadmap:
• • Consulting: Provide a roadmap for continuous evolution, focusing on predictive capabilities.

• • Implementation: Implement a long-term strategy in Cognota to sustain predictive
    operations.