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Change Management Through Learning Design

A guide to the knowledge foundations, methodology, key design decisions, and organizational outcomes that characterize effective learning-centred change work.

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Knowledge Foundations

Effective change management through learning design draws on nine interconnected bodies of knowledge. The most rigorous practice holds multiple domains in view simultaneously β€” and produces learning that a training-only approach cannot.

The nine knowledge domains

1. Change management theory and models

A learning designer must understand the intellectual foundations of change management before designing any learning solution. This includes the Prosci ADKAR model β€” which maps directly to learning intervention points across Awareness, Desire, Knowledge, Ability, and Reinforcement β€” as well as Kotter's 8-Step model, Lewin's Unfreeze-Change-Refreeze framework, Bridges' Transition Model (which distinguishes the situational change from the psychological transition), and the Satir Change Model, which helps designers anticipate performance dips and time support accordingly.

2. Adult learning theory

Adults are self-directed, experience-driven, and need relevance and immediate application (Knowles). Change often requires shifts in frames of reference, not merely the addition of new information β€” Mezirow's transformative learning theory provides the grounding for designing learning that challenges existing assumptions and fosters genuine mindset change. Kolb's experiential cycle of experience, reflection, conceptualization, and experimentation gives learning designers a practical structure for deep processing. Social learning theory and spaced practice principles complete the foundation for adult change learning.

3. Instructional design principles

The structural knowledge required to architect effective learning solutions. This includes foundational process models (ADDIE, SAM), Bloom's Taxonomy for aligning objectives to appropriate cognitive levels, Merrill's Principles of Instruction, Gagne's Nine Events for sequencing instructional events, Universal Design for Learning for inclusive design, and backward design β€” which starts from desired organizational outcomes and works backward to content. In change contexts, SAM's iterative approach is especially well suited to fast-moving initiatives.

4. Cognitive load theory and learning science

People experiencing change are cognitively and emotionally taxed. Cognitive Load Theory (Sweller, Mayer) reveals that working memory is limited β€” effective design manages intrinsic load, eliminates extraneous load, and promotes germane load through chunking, multimodal instruction, scaffolding, and clear structure. In change contexts where employees may be managing multiple concurrent initiatives, these principles are not optional refinements β€” they are foundational to whether learning will register at all. Research shows employees in 2022 were managing an average of ten planned enterprise changes; design must account for this saturation.

5. Self-determination theory and motivation

Self-Determination Theory (Deci and Ryan) is the most empirically robust theory of human motivation and directly explains why people engage with β€” or resist β€” learning and change. It posits three fundamental psychological needs: autonomy (feeling in control of one's actions), competence (feeling effective), and relatedness (feeling connected). When change learning supports these needs, it builds genuine desire for change rather than surface compliance. SDT helps designers move from telling people what to do to creating environments where people choose to engage.

6. Behavioral science and behavior change

Understanding the science of behavior change β€” beyond learning alone β€” is critical to designing interventions that shift what people do, not just what they know. The COM-B model (Michie et al.) frames behavior as arising from Capability, Opportunity, and Motivation, and serves as a diagnostic tool for identifying real barriers. Nudge Theory (Thaler and Sunstein) addresses how subtle shifts in choice architecture can influence behavior without restricting freedom. Together, these frameworks help designers move from information delivery to genuine behavior design.

7. Organizational development and systems thinking

Learning designers working in change must understand the organizational system they are trying to shift. Culture, structure, leadership, and interdependencies all shape learning effectiveness. Senge's five disciplines β€” especially systems thinking and mental models β€” help designers see feedback loops and root causes rather than surface symptoms. Schein's model of organizational culture (artifacts, espoused values, underlying assumptions) reveals why change efforts succeed or fail in ways that training alone cannot address. Learning is always embedded in a system; design must account for that system.

8. Neuroscience of learning and change

Neuroscience provides evidence-based insight into how the brain processes change, threat, and new learning. Rock's SCARF model identifies five social domains β€” Status, Certainty, Autonomy, Relatedness, Fairness β€” that trigger threat or reward responses, directly affecting openness to change and learning. Immordino-Yang's research demonstrates that emotional engagement can increase learning retention by up to 30%, and that emotions are not incidental to learning β€” they are foundational to how memory, meaning-making, and behavior change occur. Change triggers threat; effective design activates safety and reward.

9. Measurement and evaluation frameworks

Demonstrating that learning is driving the desired change is as important as designing the learning itself. The Kirkpatrick Four-Level Model (Reaction, Learning, Behavior, Results) β€” and its New World iteration, which works backward from business results β€” provides the standard evaluation framework. Phillips' ROI Methodology extends this to financial return. The critical skill is connecting learning metrics to change adoption metrics: speed of adoption, ultimate utilization, and proficiency give the clearest picture of whether change is actually landing in the organization.

How the domains work together: Change theory tells you when and why to intervene with learning. Adult learning and cognitive science tell you how to design for real behavior change. Behavioral science and motivation theory tell you why people change β€” or don't. Organizational development tells you where learning fits in the broader system. Evaluation frameworks tell you whether it worked. The most effective change learning integrates all of these β€” not as a checklist, but as a coherent design perspective.

What distinguishes strategic learning design from training delivery

Training delivers content. Strategic learning design diagnoses the change challenge, selects interventions matched to where people actually are, anticipates resistance and cognitive saturation, designs for transfer and reinforcement β€” and evaluates whether behavior changed, not merely whether learners reacted positively. The gap between "training was completed" and "change actually happened" is precisely where human-centred, evidence-informed learning design is irreplaceable.

The learning designer's role across the change journey

Before change begins, the learning designer's primary contribution is needs analysis, stakeholder consulting, and readiness assessment. During the change itself, the focus shifts to skill-building, adoption support, and facilitation. After the change, the priority becomes reinforcement, transfer, and embedding new behaviors into daily practice. The most effective learning designers move fluently across all three horizons β€” and operate at the intersection of learning science, organizational psychology, and strategic consulting.

Methodology

Effective change learning design is structured, iterative, and diagnostically grounded. The six phases below represent a comprehensive approach; in practice, scope and depth vary with context, resources, and organizational need. Understanding the full methodology clarifies what is gained or lost when particular phases are abbreviated.

Phase 1

Discovery and Needs Analysis

Diagnosing the real problem before designing the solution

Before any learning solution is designed, it is essential to understand the nature of the change, the people it affects, and the organizational system it must navigate. What is actually changing β€” process, technology, behavior, culture, or identity? Where are people in the ADKAR journey? What are the real barriers: knowledge gaps, motivation, capability, opportunity, or a combination? What does success look like, and for whom?

A critical skill at this stage is distinguishing learning problems from non-learning problems. Not every performance gap is a knowledge or skill gap. Process barriers, tool failures, motivation deficits, and structural constraints all require different interventions β€” and misdiagnosing them leads to learning solutions that cannot succeed regardless of how well they are designed.

What this phase produces

  • Stakeholder analysis and resistance mapping
  • Root cause analysis distinguishing learning from non-learning barriers
  • Learner population segmentation and readiness assessment
  • Clearly defined learning outcomes tied to change adoption metrics
  • Agreed scope, success criteria, and evaluation approach
Note: Learning solutions designed without thorough needs analysis frequently address the visible symptom of a change challenge rather than its cause. The investment in diagnosis protects every subsequent phase of the work.

Phase 2

Learning Strategy and Architecture

Designing the structure before building the content

Learning strategy defines how the learning journey will be structured across the change timeline β€” what modalities will be used, in what sequence, for which audiences, and to what end. This is where change theory and learning science are integrated: the ADKAR model tells you what people need at each stage; cognitive load theory, SDT, and behavioral science tell you how to design for it.

Modality selection is a strategic decision, not a preference. Asynchronous eLearning and microlearning are well suited to building awareness and foundational knowledge at scale. Live facilitation β€” virtual or in-person β€” is better suited to navigating resistance, practicing difficult conversations, and building the psychological safety that deep change requires. Blended approaches, performance support tools, and peer learning structures complement formal learning across the change journey.

What this phase produces

  • Learning journey map aligned to the change timeline and ADKAR stages
  • Modality and delivery recommendations with rationale
  • Audience segmentation and differentiated pathways where needed
  • Content scope and sequencing plan
  • Reinforcement and transfer strategy for post-learning application
Note: The learning architecture precedes content development. Organizations that begin by building content before establishing strategy typically produce training that is well-produced but misaligned β€” covering the right topics in the wrong sequence, for the wrong audiences, without a clear theory of how learning will transfer to behavior.

Phase 3

Learning Design and Development

Building learning experiences grounded in evidence

Effective learning design in change contexts applies evidence-based principles throughout. Cognitive load is managed by chunking complex information into meaningful units, using multimodal instruction to distribute processing across channels, and eliminating content that does not serve the learning objective. Emotional engagement is designed for deliberately β€” not left to chance β€” because neuroscience is clear that emotion is foundational to memory formation and behavior change.

Scenario-based and experiential learning design gives people practice with the actual decisions and behaviors required by the change, in contexts that feel authentic. Transformative learning design challenges existing assumptions rather than layering new information on top of them β€” essential when the change requires people to genuinely shift how they think, not just what they do.

What this phase produces

  • Learning content built to specification: eLearning modules, facilitation guides, job aids, microlearning, video, and blended resources as required
  • Scenario-based and practice-oriented learning experiences
  • Facilitator preparation and capability-building resources
  • Piloted and iterated content validated against real learner responses
Note: Content that passes a subject-matter expert review is not the same as content that works for learners. Piloting with representative learners β€” and iterating based on what is discovered β€” consistently improves quality and transfer in ways that internal review alone cannot.

Phase 4

Facilitation and Delivery

Holding space for learning through uncertainty

Facilitation in change contexts is not neutral content delivery. Learners arrive with their own histories with the organization, with prior change experiences, and with emotional responses to the current change that will be present in the room β€” whether acknowledged or not. Skilled facilitation creates the psychological safety that allows people to engage with uncertainty, voice resistance, practice new behaviors, and begin to build confidence.

This requires the ability to adapt in real time β€” reading participant energy, slowing down where resistance is high, adjusting pacing when cognitive load is visible, and holding space for emotional responses to change without amplifying or dismissing them. The facilitation design itself must be built to accommodate this range of participant experience.

What this phase produces

  • Learning sessions that achieve their behavioral objectives, not merely their completion metrics
  • Participant experience of being heard and respected through the change process
  • Real-time insight into where resistance, confusion, or gaps remain β€” feeding back into reinforcement design
Note: Facilitation capability is often underestimated as a design variable. A well-designed learning experience delivered by an underprepared facilitator will underperform. Facilitator preparation β€” including how to hold difficult conversations and navigate emotional responses to change β€” is an integral part of the learning design, not a separate concern.

Phase 5

Reinforcement and Transfer

Embedding new behaviors in daily work

Learning that is not reinforced after the formal learning experience is rarely sustained. Transfer β€” the application of new knowledge and behavior in the real work environment β€” requires deliberate design. This includes on-the-job practice structures, manager reinforcement tools, performance support resources at the point of need, spaced retrieval to embed new knowledge in long-term memory, and recognition of adoption progress.

Manager behavior is one of the strongest predictors of learning transfer. Managers who actively reinforce the change, coach toward new behaviors, and model the desired approaches dramatically increase the probability that learning will translate to practice. Designing for this β€” giving managers the knowledge, tools, and confidence to play this role β€” is part of the learning designer's responsibility.

What this phase produces

  • Performance support tools and job aids for point-of-need application
  • Manager reinforcement guides and coaching resources
  • Spaced practice and retrieval structures built into workflows
  • Adoption tracking connected to real behavior indicators

Phase 6

Evaluation and Iteration

Proving and improving the impact of learning

Evaluation in change learning design begins at the end of the design process, not at the conclusion of delivery. Starting from the business result required (Kirkpatrick Level 4) and working backward through behavior change (Level 3), learning (Level 2), and learner reaction (Level 1) ensures that every measurement is connected to something that matters to the organization. This backward design for evaluation also shapes the learning design itself β€” clarifying exactly what behaviors must change, and what learning must occur to produce those behaviors.

Leading indicators β€” early signals of adoption β€” are particularly valuable in change contexts because they allow adjustment while the change is still in progress. Lagging indicators confirm results but cannot inform course corrections in real time. A strong evaluation strategy uses both.

What this phase produces

  • Evaluation data at all four Kirkpatrick levels, connected to change adoption metrics
  • Insight into what is working, for whom, and under what conditions
  • Evidence-based recommendations for adjusting learning design during rollout
  • Documentation of learning's contribution to organizational results
Note: Evaluation is most useful when it is designed before learning is built, not after. The question "how will we know if this worked?" should shape every design decision β€” from objective writing to content selection to the choice of delivery modality.

Key Design Decisions

No two change learning initiatives look the same. The decisions made about scope, depth, audience, modality, timing, and measurement determine what kind of learning is appropriate and what it will produce. Understanding these dimensions helps set realistic expectations β€” and produce better-targeted solutions.

Change type: what this change requires of people

  • Process or technology change β€” primarily requires knowledge and skill-building. People need to understand what has changed and develop practical capability in new ways of working.
  • Cultural or behavioral change β€” requires assumptions to shift, not just skills to build. Transformative learning approaches are more effective than instructional ones here.
  • Organizational restructure or identity change β€” requires psychological transition support alongside knowledge. Bridges' Transition Model is particularly relevant: the ending must be acknowledged before the new beginning can be embraced.

Learner readiness: where people are in the ADKAR journey

  • Low awareness β€” learning must build the case for change before addressing skill. Designing knowledge content for people who don't yet understand why the change is happening will not produce adoption.
  • Awareness without desire β€” learning must address motivation and the personal relevance of the change. SDT principles apply directly: autonomy, competence, and relatedness must be designed for.
  • Desire without knowledge or ability β€” focused skill-building and structured practice are the priority. People are willing; they need the tools and confidence to succeed.

Modality: which delivery approach fits the learning need

  • Asynchronous eLearning or microlearning β€” scalable and self-paced; suited to awareness-building and foundational knowledge transfer at scale. Effective for ADKAR stages Awareness and Knowledge.
  • Live facilitation (virtual or in-person) β€” essential for practice, dialogue, resistance navigation, and psychological safety. Most effective for ADKAR stages Desire and Ability.
  • Blended approach β€” combines modalities strategically across the change journey. Asynchronous for breadth; live for depth. The most effective approach for significant change initiatives.

Timing: when learning occurs relative to the change

  • Pre-change β€” building awareness, readiness, and foundational knowledge. Reduces the shock of the change and accelerates adoption once it begins.
  • During change β€” skill-building, adoption support, and resistance navigation. The most resource-intensive phase; requires close coordination with the change management team.
  • Post-change β€” reinforcement, transfer, and embedding new behaviors. Often underfunded relative to its impact on whether change is sustained.

Depth of design: how much design investment is appropriate

  • Rapid development β€” targeted, lean resources for fast-moving or lower-stakes changes. Effective when the learning need is focused and the audience is narrow.
  • Structured program β€” multi-session, multi-modality design for significant change initiatives. Requires more time and resources; produces more durable capability and adoption.
  • Organizational learning system β€” embedded, continuous learning infrastructure for transformational change. Required when the change is not a project but a permanent shift in how the organization operates.

Measurement focus: what evidence of impact matters most

  • Completion and reaction data (Kirkpatrick Levels 1–2) β€” necessary but not sufficient. Tells you whether learning happened; does not tell you whether behavior changed.
  • Behavior change data (Kirkpatrick Level 3) β€” the most direct measure of change adoption. Requires manager observation, structured follow-up, or performance data connected to the change.
  • Organizational results (Kirkpatrick Level 4) β€” the ultimate measure of whether the change, supported by learning, achieved what the organization needed. Requires that outcomes be defined at the start of the initiative.
On cognitive saturation: One of the most frequently overlooked design variables is the total cognitive load employees are carrying at the time of the change. When people are managing multiple simultaneous initiatives, the design must prioritize ruthlessly β€” delivering less content more effectively, rather than more content comprehensively. A smaller, well-targeted learning experience that people can actually absorb will always outperform a comprehensive program they cannot.

What Effective Change Learning Produces

Well-designed change learning creates change at two horizons. The shorter-term outcomes are tangible and observable. The longer-term shift is organizational β€” affecting how the institution navigates change, develops people, and builds its capacity for transformation over time.

Shorter-term outcomes: what becomes visible during the change

Outcomes typically observable within the change initiative itself

Outcome What this looks like in practice
Resistance is reduced, not suppressed
Learning addresses the real reasons for resistance β€” uncertainty, loss of competence, threat to autonomy.
Resistance converts into productive engagement. People understand why the change is happening, what it means for them, and what they need to do. They begin to build confidence through practice.
Knowledge and skill gaps close
People have what they need to perform effectively in the changed environment.
Teams are not just aware of what changed β€” they have genuine capability in the new ways of working. The transition to new processes, tools, or behaviors is faster and less disruptive.
Adoption accelerates
Speed of adoption, ultimate utilization, and proficiency all improve when learning is designed for the right people, at the right time, with the right approach.
The organization reaches its desired state sooner. The productivity dip associated with change is shorter and shallower. Change management success metrics improve.
Leaders and managers are equipped
Sponsors, managers, and team leads have the knowledge and tools to reinforce the change in daily interactions.
Manager behavior shifts from passive to active reinforcement. Conversations about the change become more confident and consistent. Employees receive the coaching they need to apply what they have learned.

Longer-term outcomes: what becomes embedded in the organization

Outcomes that develop over repeated change cycles and sustained organizational commitment

Outcome What this looks like in practice
Change capability grows
Organizations that invest in people through change become more skilled at changing.
Subsequent transformations are less costly and less disruptive. The organization develops internal expertise in change learning design. Future change initiatives benefit from accumulated knowledge about what works in this organizational context.
Organizational learning culture deepens
When people experience learning that respects their intelligence and builds genuine capability, they trust it as a resource.
Engagement with learning initiatives increases. People seek out learning rather than comply with it. Learning is no longer perceived as a compliance activity but as a genuine support for doing their work well through periods of change.
Business results are demonstrated
A rigorous evaluation approach produces evidence β€” not anecdote β€” that learning drove the change outcomes the organization needed.
L&D is positioned as a strategic partner, not a service provider. Learning investment is justified with data. The organization makes better decisions about where to invest in learning because it has evidence of what works.
People feel respected through the change
Learning designed with genuine regard for learners β€” their cognitive capacity, emotional reality, and need for autonomy and competence β€” produces a fundamentally different human experience of change.
Employee trust in organizational change processes improves over time. People are more willing to engage with future changes because previous ones were handled with care. The organization's reputation as an employer is strengthened.
On the relationship between learning and change results: Research consistently demonstrates that organizations with effective change management β€” including purposeful learning design β€” are significantly more likely to meet project objectives, stay on schedule, and stay on budget than those without. The investment in learning is not a soft benefit alongside the real work of change. It is a primary driver of whether change succeeds.

The Organizational System Learning Must Navigate

Learning solutions do not exist in isolation. They operate within organizational systems β€” cultures, structures, leadership behaviors, and competing priorities β€” that shape whether learning can do its work. Understanding these dynamics is as important as the quality of the design itself.

Organizational culture

Schein's model of organizational culture β€” artifacts (visible structures and practices), espoused values (stated beliefs), and underlying assumptions (unconscious drivers of behavior) β€” reveals why learning designed for the surface level often fails to change behavior at the deeper level. Change learning must work at all three levels. A training module that addresses the artifact layer will not shift the underlying assumptions that are driving resistance. Designing for cultural change requires engaging the why beneath the what.

Leadership and sponsorship

No learning design compensates for absent or misaligned leadership. Active, visible sponsorship of change β€” leaders who communicate the vision, reinforce new behaviors, and model the change themselves β€” is the single most important factor in whether organizational change succeeds. The learning designer's role includes preparing leaders to play this role effectively: giving sponsors and managers the understanding, language, and practical tools to support learning transfer in their teams. Manager reinforcement is not a "nice to have" β€” it is a design requirement.

Systems thinking and feedback loops

Organizations are systems: changes in one area affect other parts in ways that are not always predictable. Senge's systems thinking disciplines β€” especially the recognition of feedback loops, unintended consequences, and the difference between symptomatic fixes and structural solutions β€” are directly applicable to change learning design. When a learning solution fails to produce the expected behavior change, the cause is often not in the content or the delivery. It is in a structural constraint, an incentive misalignment, or a cultural assumption that the learning was not designed to address. Effective designers look for these root causes.

Change saturation and competing priorities

In contemporary organizations, change is rarely singular. Employees are typically managing multiple concurrent initiatives, each with its own learning requirements, communication streams, and expectations. This saturation directly affects cognitive capacity for learning and behavior change. Effective change learning design accounts for this context β€” prioritizing ruthlessly, reducing cognitive load, sequencing learning at the moments when people have the capacity to absorb it, and designing reinforcement that fits into existing workflows rather than adding to them.

Stakeholder landscape

Change learning initiatives involve multiple stakeholders with different needs, different levels of authority over the change, and different relationships to its outcomes. Executives need strategic framing and evidence of impact. Managers need practical tools to support their teams. Employees need learning that respects their intelligence and addresses their real concerns. Project teams need timely, accurate content. The learning designer must navigate this landscape β€” consulting, advising, building trust, and communicating design rationale clearly to non-learning audiences β€” while maintaining the integrity of an evidence-informed approach.

A useful question for any change learning initiative: If the learning is perfectly designed but the organization's structure, incentives, and leadership behaviors remain unchanged β€” what will actually change in how people work? If the answer is "not much," the learning design conversation needs to expand to include the organizational conditions that will enable or inhibit transfer. Learning design is most effective when it is part of a coherent change strategy, not a substitute for one.

Organizational Reflection

The questions below are designed to help you think through your organization's current approach to change management and learning design. They are not a formal assessment β€” there are no scores or categories. They are intended to surface useful questions and help identify where the most productive focus may be for your context. Working through them with colleagues across different roles often yields more complete and honest responses.

On your current approach to learning design in change

  • At what point in a change initiative does learning design currently get involved β€” and what would be different if that involvement started earlier?
  • How often is a needs analysis conducted before a learning solution is commissioned? When it is not, what tends to happen?
  • What does your organization currently use as evidence that a change learning initiative succeeded β€” and is that evidence connected to behavior change or adoption, or primarily to completion?

On understanding the people affected by change

  • What do you know about where the people affected by this change actually are in the ADKAR journey β€” and how did you find that out?
  • Are the real reasons for resistance understood β€” or are they assumed? What would it take to find out?
  • How does your learning design account for the cognitive load people are already carrying, including from other concurrent change initiatives?

On reinforcement and transfer

  • What happens to the behaviors your learning is designed to build once the formal learning experience ends?
  • Are managers equipped and expected to reinforce the change in their teams β€” and is this treated as a design requirement, or an afterthought?
  • Does your organization invest in reinforcement and transfer proportionally to its investment in content development? If not, what explains the gap?

On the organizational system

  • If your learning is perfectly designed β€” are there structural constraints, incentive misalignments, or cultural assumptions that would still prevent the desired behavior change? What are they?
  • Does leadership actively reinforce the change in ways that are visible to employees? Is this treated as a change management requirement or left to individual discretion?
  • What would need to be true about your organization's culture, structure, and governance for learning design to be consistently effective β€” and how far are you from that now?

Organizations that make meaningful progress in this space tend to be those that create space for honest conversations about where the gaps are, not where they would like them to be. The other sections of this resource are intended to provide useful context for those conversations.

Sources

The knowledge claims and frameworks in this resource draw on the following bodies of work. Sources are grouped by the domain they primarily support.

Change Management Frameworks

Individual change model

Hiatt, J. ADKAR: A Model for Change in Business, Government and Our Community. Prosci Learning Center, 2006.

Eight-step change process

Kotter, J.P. Leading Change. Harvard Business Review Press, 1996.

Transition versus change

Bridges, W. Managing Transitions: Making the Most of Change. 3rd ed., Da Capo Press, 2009.

Prosci methodology and research

Prosci Inc. Best Practices in Change Management. Prosci Research, ongoing editions. prosci.com

Adult Learning Theory

Transformative learning

Mezirow, J. Transformative Dimensions of Adult Learning. Jossey-Bass, 1991.

Experiential learning cycle

Kolb, D.A. Experiential Learning: Experience as the Source of Learning and Development. Prentice Hall, 1984.

Adult learning principles

Knowles, M.S., Holton, E.F., & Swanson, R.A. The Adult Learner: The Definitive Classic in Adult Education and Human Resource Development. 8th ed., Routledge, 2015.

Cognitive Load Theory and Learning Science

Cognitive Load Theory

Sweller, J., van MerriΓ«nboer, J.J.G., & Paas, F. "Cognitive Architecture and Instructional Design." Educational Psychology Review, vol. 10, no. 3, 1998, pp. 251–296.

Multimedia learning

Mayer, R.E. Multimedia Learning. 2nd ed., Cambridge University Press, 2009.

Motivation and Self-Determination Theory

Self-Determination Theory

Deci, E.L. & Ryan, R.M. Self-Determination and Intrinsic Motivation in Human Behavior. Plenum, 1985. See also selfdeterminationtheory.org

Applied motivation design

Pink, D.H. Drive: The Surprising Truth About What Motivates Us. Riverhead Books, 2009.

Behavioral Science and Behavior Change

COM-B model and Behaviour Change Wheel

Michie, S., van Stralen, M.M., & West, R. "The Behaviour Change Wheel: A New Method for Characterising and Designing Behaviour Change Interventions." Implementation Science, vol. 6, no. 42, 2011. behaviourchangewheel.com

Nudge Theory

Thaler, R.H. & Sunstein, C.R. Nudge: Improving Decisions About Health, Wealth, and Happiness. Yale University Press, 2008.

Organizational Development and Systems Thinking

Learning organization and systems thinking

Senge, P.M. The Fifth Discipline: The Art and Practice of the Learning Organization. Doubleday, 1990.

Organizational culture

Schein, E.H. Organizational Culture and Leadership. 5th ed., Wiley, 2017.

Neuroscience of Learning and Change

SCARF model and neuroscience of change

Rock, D. Your Brain at Work: Strategies for Overcoming Distraction, Regaining Focus, and Working Smarter All Day Long. HarperCollins, 2009. See also neuroleadership.com

Emotion and learning

Immordino-Yang, M.H. Emotions, Learning, and the Brain: Exploring the Educational Implications of Affective Neuroscience. W.W. Norton, 2016.

Evaluation Frameworks

Four-level evaluation model

Kirkpatrick, J.D. & Kirkpatrick, W.K. Kirkpatrick's Four Levels of Training Evaluation. ATD Press, 2016. kirkpatrickpartners.com

ROI Methodology

Phillips, J.J. & Phillips, P.P. Handbook of Training Evaluation and Measurement Methods. 4th ed., Routledge, 2016.

Professional Bodies of Knowledge

Talent development professional framework

Association for Talent Development. ATD Talent Development Capability Model. ATD Press. td.org

Change management professional standard

Association of Change Management Professionals (ACMP). Standard for Change Management. ACMP, 2019. acmpglobal.org

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