JR

Learning for Leadership

Training can be bought outside, but learning is built inside

Design and direction of in-house leadership training programmes, made to measure and built on real use cases from the organisation. The learning agenda doesn't come from a course catalogue: it is derived from the strategy, and it is decided with senior management what has to be learned, who has to learn it and what is expected to change afterwards.

This is a method of my own design: design, coordination and delivery. It comes out of running the management of organisations from the inside, where you see that most of what people know how to do they never learned on any course.


What the problem is

Almost nobody who runs a team was ever taught how to do it. Sometimes they learned by watching whoever was there before, and hardly ever on a training plan that was executing a budget.

The starting point

Before anything is designed there are four questions. Almost no organisation has all four answers, and that is precisely the diagnosis.

The risks of having no answer. Loss of tacit knowledge when the people who hold it leave. Uneven learning, which leaves two teams in the same house working to different criteria. And managers leading to different criteria in the same house, each with the style inherited from their predecessor, because nobody ever wrote down what the organisation's own style was.

What training for leadership means

A course delivers content that existed before the organisation turned up. Training is the opposite: you start from a problem the organisation has open right now and work with the people who will have to solve it. It requires three conditions, and all three have to hold at once.

From that comes the principle that orders everything else: you learn while you work. If the programme requires stopping the organisation in order to learn, the programme is badly designed.

Who translates strategy into learning

In most organisations nobody has that job. Training runs a catalogue, human resources runs a budget, and senior management approves a plan it never discussed. The missing function is the one other houses call the Chief Learning Officer, and you don't have to create the post to exercise it: you need somebody to do these four things.

How the work runs

The design is short work and the delivery is long. The sequence starts with senior management, comes down to the group that is going to learn, and goes back to senior management to decide what is done with what was learned.

  1. From priorities to agendaSession with senior management. The priorities are identified and translated into learning: what this organisation has to know how to do in two years that it cannot do today. It is the one session that cannot be delegated.
  2. Diagnosis of the current systemThe four questions from the starting point, applied with data: what is being trained today, for whom, on what budget and with what evidence of impact.
  3. Who has to learn whatEach strategic learning objective is assigned to a specific group. Not "managers", but which people and why. This is where a prior leadership model, if there is one, saves half the work.
  4. How each thing is learnedThe vehicle is chosen: on the job, mentoring, project or formal session. The formal session is one option out of four, not the starting point.
  5. What is not prioritisedThe list of what will not be learned this year is written down and communicated. It is the uncomfortable part and the one that makes the plan a plan and not a wish.
  6. Designing the modules on real casesEach module is built around an open problem of the organisation, with its deliverable. The house provides the case. The design of the module and its fit within the programme are mine.
  7. Choosing the teaching staffThe right person is found for each module, inside or outside. A serious programme is not delivered by a single voice: you call in whoever can best say each thing.
  8. Delivery and supportCoordination of the programme and follow-up of the deliverables between modules, which is where learning is lost if nobody holds it.
  9. Evaluation and decisionsAttendance, ratings and, above all, what has entered a decision. That is what decides whether it runs again, which modules stay and which are withdrawn.

The table that orders the plan. The whole design fits in four columns, and the exercise of filling them in is what separates a training plan from a list of courses: which strategic learning, who has to learn it, how — on the job, with mentoring or through a project — and what impact is expected. If the last column cannot be filled in, that line does not belong.

And a fifth box, underneath. "Learning that is NOT prioritised." It is the one almost nobody writes and the one that holds the rest up: without it, any request that arrives in March goes into the plan and throws the whole thing out of order.

With a prior leadership model or without one. This programme is the natural continuation of the Leadership Model: once the organisation has defined what it expects of those who lead and has measured how it is exercised today, the programme design is half done, because the gap between what matters and what is developed already says what to train in. But it is not a requirement. It can be commissioned on its own, starting from the strategy, and in fact that is the more usual case when the brief is not about leadership but about innovation, change management or digitalisation.

The modules that come up most

Every agenda is different, but after a fair number of engagements the same six topics appear. They are not a catalogue: they are the places where almost every group that leads has the same gap. The topic repeats; the content is rewritten from scratch every time, on that house's own case.

What the programme produces

What makes it different

The agenda comes from the strategy, not from the catalogue

The starting point is not which courses are available, but what someone who leads has to know how to do and cannot do today. It is a conversation with senior management before it is a procurement file.

The work is done on real use cases

Every module has an open problem of the house in front of it. That changes the attitude in the room: nobody is doing an exercise, everybody is getting real work done.

Leaders are trained inside as a whole group, not as a selection of individuals sent away

Everyone who leads today and everyone who is going to lead takes part, from every branch at once. In a university that means administrative staff and academic staff in the same room, which is usually the first time they have worked together on a shared problem.

What will not be learned is written down

The list of exclusions is communicated just like the list of contents. A plan without exclusions doesn't survive the first quarter.

The teaching staff is chosen module by module

For each block, whoever can best say that particular thing is sought out, inside or outside the organisation, and the coordination makes sure the pieces talk to each other.

It is designed so that you learn while you work

Bounded sessions, deliverables between modules and work on what is already on the table. If the organisation has to stop in order to learn, the design is wrong.

The evaluation looks at decisions, not at satisfaction

The satisfaction survey is fine and says very little. The question that matters is what was done differently afterwards, and that one is answered with senior management three months later.

A full deployment

At the Universidad Pública de Navarra, the training programme was the natural outcome of the leadership model: first it was defined what was expected of those who lead and measured how it was being exercised, and the programme was designed on that gap.

It was organised as a university-awarded qualification, in five modules, with external teaching staff selected for each block and open at the same time to administrative and service staff and to teaching and research staff, who until then had been trained separately.

How it went. Ninety-one enrolments, eighty people completed the qualification and average attendance was 84%. The final rating for the programme was 8.18 out of 10. Sixty-four teaching hours across five modules.

And what happened next. The programme ran again, short modules on agile organisation and change management were added every two months, and it entered the planning for the following years as a line of its own. That is the indicator that really matters: a programme that gets repeated is a programme somebody missed.

Who it works for

How to commission it

What your organisation puts in

How it is closed

The scope is set in an initial conversation: whether the brief is only the design of the agenda and the programme, or also includes coordination and delivery; how many modules, which group and what external teaching staff need to be brought in. Each engagement is quoted on that basis.

Let's talk about your learning agenda
Joaquín Romero Roldán · Independent Board Advisor joaquinromero.com