Need help building the learning platform business case for Tribal Habits?

Let's review the four main points you need to cover in your learning platform business case when presenting Tribal Habits as a solution for your organisation

Lead with the need

Position your solution in reference to well defined business need
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Address concerns

Make sure you have answers to your management team's questions
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Do your homework

Research possible solutions and show proof of what works
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Suggest an approach

Outline the steps that will be taken and the milestones that will be hit
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Lead with the need

Give your proposal relevance by highlighting the problem that Tribal Habits solves for your organisation. Ensure you are addressing valuable needs, not just ‘nice to have wants’, which can provide value to your organisation.

Your business case is far more likely to be approved if you can tie its relevance to a real-world scenario at your organisation. It might be overcoming compliance challenges, improving the way new staff are brought into your organisation or sharing best practices. But if you frame your solution as a means to overcome an organisational challenge, you’re sure to get the ear of management.

Here’s a list of common needs which Tribal Habits helps achieve.

Address concerns

The role of your management team is to carry out due diligence on any decision related to technology at your organisation. There are questions you'll need to address to get their approval. It pays to be armed with answers to the most common concerns.

Total cost of ownership. Your management team will want to understand what the total cost of implementing and running Tribal Habits will be. Many technology providers will impress you with low upfront costs but then sting you with things like implementation, set up and other ongoing costs. Tribal Habits pricing is simply clear and transparent. As you 'll discover here, there are no hidden surprises with Tribal Habits.

Time required to implement. Some software packages require significant integration work before they are operational within an organisation. As a result of this, your management team will likely want to understand the amount of time it will take to get Tribal Habits up and running. Tribal Habits is extremely easy to implement, with plenty of support along the way. Most organisations have Tribal Habits running in just a few days.

Business disruptions. Most organisations carry some reluctance towards change. This is because change is often disruptive. It's likely your management team will want to understand how rolling out a new technology will impact its day-to-day operations. As you have seen from your trial, Tribal Habits requires no formal training and does not require experienced staff members to create or manage training, you are up and running from day one.

Even though our team is the same size, we’re producing learning opportunities like never before. There is simply no way we could have created this culture around learning in our part of the business without Tribal Habits.


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Melissa Haley, Customer Experience and Platforms Learning Leader

Do your homework

As we mentioned earlier, due diligence is the order of the day when it comes to management decisions on technology. By doing a little preparation before presenting your business case, you can answer a number of these questions before they are asked.

Comparative pricing. It's not enough to show the pricing of just one solution. Your management team will want to know that you've researched the market and are bringing them the best option that's available. When addressing pricing, remember to look at it from a total cost of ownership standpoint. You can read more about comparative pricing here.

Trial results. If you've already started your Tribal Habits trial then you have some real data points to share about how our solution plays out in the real world. You can show how simple it is to create training, what managing training looks like in Tribal Habits and what the staffing requirements are to get up and running. Real-life examples and feedback are worth their weight in gold when it comes to getting approval.

Competitive research. It is worthwhile showing that you have looked into other ways to overcome your training dilemma. Training consultants (too expensive and not scalable), traditional LMS providers (who fail to provide any actual training content options), internal face-to-face training sessions (not scalable and highly inefficient) are all potential avenues to explore. You are trying to show that you've looked at the challenge from all angles and have come up with the most suitable and measured solution available.

Suggest an approach

Your business case should outline the steps that will be taken and the milestones that will be hit should you receive management approval.

30-60-90 day plans. This is a very simple way of explaining the activities that will happen, the resources and that will be required and the milestones you plan to hit over the coming months. You can alter the number of days if the 30-60-90 breakdown doesn't suit your plan, but essentially, this exercise shows you're looking at the short, medium and longer-term success of the project.

Focus on the deliverables. We spoke earlier about how you should be trying to solve a business problem or open up a business opportunity with your business case. Your approach should detail how you are going to achieve those objectives. By selecting success criteria and putting milestone dates against each criteria, you provide your management team with a sense of confidence that the challenge can be solved.

Start small and expand. There is a temptation to 'go big' with your new solution. But it pays to roll online learning out to one part of the organisation and register some quick win before moving onto other parts of the operation. Suggesting a pilot project is another great way to get management support. A pilot project gives you a chance to prove yourself before rolling out to the wider organisation

We implemented Tribal Habits as part of our commitment to a safe and inclusive workplace. The system is so easy to use, and the interactive elements have allowed us to make compliance training a lot more engaging. We couldn't ask for anything more.


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