Flevy Management Insights Case Study
Workforce Training Strategy for Educational Services Firm in STEM
     Joseph Robinson    |    Workforce Training


Fortune 500 companies typically bring on global consulting firms, like McKinsey, BCG, Bain, Deloitte, and Accenture, or boutique consulting firms specializing in Workforce Training to thoroughly analyze their unique business challenges and competitive situations. These firms provide strategic recommendations based on consulting frameworks, subject matter expertise, benchmark data, KPIs, best practices, and other tools developed from past client work. We followed this management consulting approach for this case study.

TLDR A STEM education org faced a 20% drop in engagement and 15% in course completions due to online competition. By implementing digital tools and updating the curriculum, they saw a 15% rise in enrollment and a 20% increase in completions, highlighting the importance of aligning with industry needs and enhancing instructor skills.

Reading time: 11 minutes

Consider this scenario: An educational services organization specializing in STEM subjects faces significant challenges in workforce training as it struggles to keep pace with the rapidly evolving demands of the digital era.

The organization is grappling with a 20% decrease in student engagement and a 15% drop in course completion rates over the last two years. These issues are compounded by external pressures, including the fast-paced innovation in STEM fields and increasing competition from online platforms offering similar courses. The primary strategic objective of the organization is to enhance its workforce training programs to improve course delivery, engagement, and student outcomes.



While the demand for STEM education continues to grow, our organization is not fully capitalizing on this trend due to outdated training methods and a lack of engagement strategies. A deeper dive suggests that the root causes of these strategic challenges include a workforce that is underprepared for the digital transformation in education and insufficient alignment of course content with current industry needs. Moreover, internal resistance to adopting new technologies for teaching and a lack of continuous professional development opportunities for instructors are hindering our ability to deliver high-quality, relevant educational experiences.

Industry Analysis

The educational services industry, particularly in the STEM sector, is experiencing significant growth driven by the increasing recognition of the importance of science, technology, engineering, and mathematics in the global economy.

Analysis of the competitive landscape reveals:

  • Internal Rivalry: Moderate to high, with numerous traditional and online institutions vying for student enrollments.
  • Supplier Power: Low, as there is a wide array of content providers and technology suppliers.
  • Buyer Power: High, given the vast choices available to students and the ease of switching between programs.
  • Threat of New Entrants: High, especially from online platforms that offer flexible, low-cost alternatives.
  • Threat of Substitutes: High, with alternative forms of education, such as boot camps and self-learning platforms, gaining popularity.

Emergent trends include the increasing adoption of digital learning technologies, a shift towards personalized learning experiences, and a greater emphasis on employability skills. Major changes in industry dynamics include:

  • Increase in digital learning platforms: Offers the opportunity to expand reach but also poses the risk of commoditization of content.
  • Greater demand for personalized learning: Presents an opportunity to differentiate offerings but requires significant investment in technology and training.
  • Emphasis on employability skills: Opens avenues for new course offerings but necessitates continuous curriculum updates and workforce training.

A PESTLE analysis indicates that technological advancements and regulatory changes are the most influential external factors, presenting both opportunities for innovation and risks related to compliance and cybersecurity.

For a deeper analysis, take a look at these Industry Analysis best practices:

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Internal Assessment

The organization has a committed team of educators and a strong reputation in the STEM education sector but faces challenges in digital adoption and curriculum relevance.

SWOT Analysis

Strengths include a well-established brand and a broad network of industry partners. Opportunities lie in leveraging technology to enhance learning experiences and expanding into new market segments. Weaknesses are evident in the slow pace of digital transformation and the lack of ongoing professional development for instructors. Threats include the rapidly evolving educational technology landscape and increasing competition from non-traditional education providers.

Organizational Design Analysis

The current organizational structure, characterized by traditional hierarchies, limits agility and innovation. A more flexible, project-based structure could enhance responsiveness to technological and market changes, fostering a culture of continuous learning and adaptation.

Organizational Structure Analysis

Analysis reveals that siloed departments and a lack of cross-functional teams hinder effective communication and collaboration. Implementing a matrix structure could facilitate better alignment between curriculum development, instructor training, and student engagement strategies.

Strategic Initiatives

  • Digital Training Transformation: Revamp workforce training programs to include cutting-edge digital teaching tools and methodologies, aiming to enhance instructor effectiveness and student engagement. The expected value creation includes improved course completion rates and student satisfaction. This initiative will require investment in technology, professional development for instructors, and curriculum redesign.
  • Curriculum Alignment with Industry Needs: Regularly update course offerings to reflect the latest developments in STEM fields, thereby increasing the relevance and attractiveness of programs. This strategy aims to boost enrollment and graduation rates by ensuring that students gain the skills employers demand. Resources needed include partnerships with industry experts, investment in market research, and curriculum development.
  • Workforce Training in Pedagogical Innovation: Implement a continuous professional development program focused on innovative teaching practices and digital literacy for all instructors. The goal is to elevate teaching quality and adaptability, ultimately enhancing student learning outcomes. This will necessitate allocation of funds for professional development programs and creation of an internal team dedicated to pedagogical innovation.

Workforce Training Implementation KPIs

KPIS are crucial throughout the implementation process. They provide quantifiable checkpoints to validate the alignment of operational activities with our strategic goals, ensuring that execution is not just activity-driven, but results-oriented. Further, these KPIs act as early indicators of progress or deviation, enabling agile decision-making and course correction if needed.


In God we trust. All others must bring data.
     – W. Edwards Deming

  • Course Completion Rate: An increase will indicate success in engaging students and improving learning outcomes.
  • Student Satisfaction Score: Higher scores will reflect the effectiveness of teaching innovations and curriculum relevance.
  • Instructor Digital Literacy Level: Improvement in this area will demonstrate the success of the workforce training program.

These KPIs provide insights into the effectiveness of the strategic initiatives in achieving the organization's goals. Monitoring these metrics will allow for timely adjustments to strategies, ensuring alignment with evolving industry standards and student expectations.

For more KPIs, take a look at the Flevy KPI Library, one of the most comprehensive databases of KPIs available. Having a centralized library of KPIs saves you significant time and effort in researching and developing metrics, allowing you to focus more on analysis, implementation of strategies, and other more value-added activities.

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Stakeholder Management

Successful implementation of these strategic initiatives relies on the engagement and support of both internal stakeholders, such as instructors and curriculum developers, and external partners, including technology providers and industry experts.

  • Instructors: Essential for adopting new teaching methods and technologies.
  • Curriculum Developers: Key to ensuring course relevance and alignment with industry needs.
  • Technology Providers: Partners in delivering the digital tools necessary for teaching innovations.
  • Industry Experts: Provide insights into current and future skills requirements.
  • Students: The primary beneficiaries of improved educational offerings, whose feedback will be crucial for continuous improvement.
Stakeholder GroupsRACI
Instructors
Curriculum Developers
Technology Providers
Industry Experts
Students

We've only identified the primary stakeholder groups above. There are also participants and groups involved for various activities in each of the strategic initiatives.

Learn more about Stakeholder Management Change Management Focus Interviewing Workshops Supplier Management

Workforce Training Best Practices

To improve the effectiveness of implementation, we can leverage best practice documents in Workforce Training. These resources below were developed by management consulting firms and Workforce Training subject matter experts.

Workforce Training Deliverables

These are a selection of deliverables across all the strategic initiatives.

  • Workforce Digital Training Program Framework (PPT)
  • Curriculum Alignment Roadmap (PPT)
  • Professional Development Plan for Instructors (PPT)
  • Student Engagement and Outcome Improvement Model (Excel)

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Digital Training Transformation

The implementation team utilized the Diffusion of Innovations Theory and the Value Chain Analysis to guide the Digital Training Transformation initiative. The Diffusion of Innovations Theory, originally proposed by Everett Rogers, was instrumental in understanding how new digital teaching tools and methodologies could be adopted within the organization. It provided insights into the characteristics that influence the rate of adoption of innovations among instructors. The team embarked on this process:

  • Identified and categorized instructors into adopter categories (Innovators, Early Adopters, Early Majority, Late Majority, Laggards) based on their readiness to adopt new technologies.
  • Developed targeted communication strategies for each category, focusing on the relative advantages, compatibility, trialability, observability, and complexity of the new digital tools.
  • Implemented pilot programs with Innovators and Early Adopters, using their feedback to refine the digital training tools before a wider rollout.

Simultaneously, the Value Chain Analysis, a concept introduced by Michael Porter, helped the team assess the organization's activities to understand where value could be added through digital transformation. This analysis was crucial for identifying specific areas within the training process that could benefit most from digital enhancement. The team proceeded with:

  • Mapping out the organization's value chain, focusing specifically on primary activities such as inbound logistics (content creation), operations (course delivery), and service (post-course support).
  • Identifying bottlenecks and inefficiencies in these areas that could be addressed through digital technologies.
  • Integrating digital tools and platforms that streamlined content creation, enhanced interactive course delivery, and improved support mechanisms.

The combined application of the Diffusion of Innovations Theory and Value Chain Analysis led to a successful transformation of the workforce training program. The strategic initiative resulted in a significant increase in instructor engagement with digital tools, improved course delivery mechanisms, and enhanced student learning outcomes. The targeted approach to technology adoption, based on the readiness of instructors, ensured a smoother transition and greater acceptance of digital teaching methodologies across the organization.

Curriculum Alignment with Industry Needs

For the Curriculum Alignment with Industry Needs initiative, the team applied the Gap Analysis framework and the Resource-Based View (RBV) theory. Gap Analysis was utilized to identify discrepancies between the current curriculum and the evolving needs of the STEM industry. This framework proved invaluable in pinpointing specific areas where the curriculum fell short of meeting employer expectations. Following this approach, the team:

  • Conducted a comprehensive review of existing course offerings to assess their relevance to current STEM industry standards and job market requirements.
  • Engaged with industry partners and alumni to gather insights into the skills and knowledge areas most in demand.
  • Identified critical gaps in the curriculum and developed a prioritized list of updates and new courses to bridge these gaps.

The Resource-Based View (RBV) theory, which emphasizes leveraging an organization's unique resources and capabilities to gain a competitive advantage, guided the strategic development of new courses and updates. The team implemented the RBV by:

  • Assessing the organization's unique strengths, such as its network of industry partners and experienced faculty, to develop distinctive course offerings.
  • Allocating resources strategically to areas with the highest potential to enhance the organization's competitive position in the STEM education market.
  • Developing partnerships with technology companies to incorporate cutting-edge tools and platforms into the curriculum.

The application of Gap Analysis and the Resource-Based View theory to the Curriculum Alignment with Industry Needs initiative resulted in a curriculum that is more closely aligned with industry demands. This strategic approach led to an increase in student enrollment and satisfaction, as courses became more relevant and equipped students with the skills needed for success in the STEM fields.

Workforce Training in Pedagogical Innovation

The Kotter's 8-Step Change Model and the Kirkpatrick Model were the chosen frameworks for the Workforce Training in Pedagogical Innovation initiative. Kotter's 8-Step Change Model facilitated the organization-wide adoption of innovative teaching practices by creating a structured approach to change. The team meticulously applied the steps as follows:

  • Established a sense of urgency around the need for pedagogical innovation to improve student outcomes.
  • Formed a powerful coalition of change agents, including key educators and administrators, to guide the initiative.
  • Developed and communicated a clear vision for the future of teaching at the organization, emphasizing the benefits of pedagogical innovation.
  • Empowered broad-based action by removing barriers to change and encouraging risk-taking and creative problem-solving among instructors.

The Kirkpatrick Model, renowned for its effectiveness in evaluating the impact of training programs, was employed to measure the outcomes of the pedagogical training provided to instructors. The implementation included:

  • Evaluating the reaction of instructors to the new pedagogical training programs to gauge their initial engagement and satisfaction.
  • Assessing the learning that occurred as a result of the training by measuring changes in instructors' knowledge and skills.
  • Observing the behavior change in instructors' teaching practices post-training to determine the application of new pedagogical methods.
  • Analyzing the results of the training on student learning outcomes and overall course satisfaction to assess the ultimate impact.

The strategic application of Kotter's 8-Step Change Model and the Kirkpatrick Model to the Workforce Training in Pedagogical Innovation initiative led to a marked improvement in teaching quality and innovation. Instructors adopted new pedagogical techniques with enthusiasm, leading to more engaging and effective learning experiences for students. The organization witnessed a significant uplift in student engagement and achievement, validating the success of the initiative.

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Key Findings and Results

Here is a summary of the key results of this case study:

  • Implemented digital training tools, resulting in a 25% increase in instructor engagement with new technologies.
  • Curriculum updates aligned with industry needs led to a 15% rise in student enrollment and a 20% improvement in course completion rates.
  • Continuous professional development programs for instructors contributed to a 30% enhancement in teaching quality and pedagogical innovation.
  • Student satisfaction scores improved by 22%, reflecting the effectiveness of the new teaching methodologies and curriculum relevance.
  • Instructor digital literacy levels saw a 40% improvement, indicating successful adoption of digital teaching tools.

The strategic initiatives undertaken by the organization have yielded significant positive outcomes, notably in enhancing instructor effectiveness, student engagement, and alignment of the curriculum with industry needs. The marked improvement in instructor digital literacy and engagement with new technologies is a testament to the successful implementation of the digital training transformation. This, coupled with the curriculum's realignment to meet industry standards, has directly contributed to the increase in student enrollment and course completion rates. However, while these results are commendable, the increase in student satisfaction, though significant, suggests there is still room for improvement in fully meeting student expectations and needs. This could be attributed to the lag in fully integrating personalized learning experiences, which are increasingly becoming a standard expectation among students. Additionally, the reliance on traditional hierarchical structures, despite efforts to adopt a more flexible organizational design, may have limited the full potential impact of these initiatives.

For future strategic directions, it is recommended to further invest in personalized learning technologies and methodologies to meet and exceed student expectations. This could involve leveraging data analytics to tailor learning experiences to individual student needs and preferences. Additionally, transitioning towards a more agile organizational structure could enhance responsiveness to technological advancements and market changes. Encouraging cross-functional collaboration and breaking down silos will be crucial in fostering innovation and ensuring the sustainability of these positive outcomes. Finally, expanding partnerships with technology companies could provide access to cutting-edge tools and platforms, further enhancing the organization's competitive edge in the STEM education sector.


 
Joseph Robinson, New York

Operational Excellence, Management Consulting

The development of this case study was overseen by Joseph Robinson. Joseph is the VP of Strategy at Flevy with expertise in Corporate Strategy and Operational Excellence. Prior to Flevy, Joseph worked at the Boston Consulting Group. He also has an MBA from MIT Sloan.

To cite this article, please use:

Source: Workforce Upskilling Initiative for Global Defense Contractor, Flevy Management Insights, Joseph Robinson, 2024


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