SAN ANTONIO ATD
The Learning Connection
Beyond Order Taking: How Strategic L&D Partners Respond When Training Isn’t the Answer
When stakeholders need help, training is often the first request. But what if training isn't the best solution? Knowing when learning will help and when it will not is a critical skill for L&D professionals who want to move beyond order taking and operate as strategic business partners.
In this interactive session, participants will use practical tools to evaluate training requests, uncover the real issue behind the request, and determine whether training will close the gap or if another approach is needed. You will also practice how to respond to stakeholders when you choose not to fulfill a request in a way that is empathetic, empowering, and productive.
By applying this approach consistently, L&D can build credibility with stakeholders and strengthen their role as strategic business partners focused on solving the right problems.
By the end of this session, participants will be able to:
- Evaluate training requests using a practical performance lens to determine whether learning will close the gap or if another solution is needed.
- Identify the real issue behind a training request.
- Respond to stakeholders with confidence and credibility when training is not the best solution, using language that is empathetic, empowering, and maintains strong partnerships.
Members: FREE
Meeting Agenda
12:00 pm - 1:15 pm CT - Speaker Presentation + Q&A
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About the Speaker
Jess Almlie:
I’ve been in this field for 30 years and done it all from trainer, LMS admin, program manager, to VP of learning and more. Along the way, I kept thinking, “There’s got to be a better way.” Turns out, there are many. But the best way? It’s becoming a true strategic business partner who works with your organization to solve talent challenges and drive real results.
Now, I help other L&D leaders and teams make this same shift. You can move from order taker to strategic partner, and I’m here to show you how. Together, we’ll shift your mindset, build the skills, and create the strategy that takes your L&D work from transactional to transformational. Ready to get unstuck? Let’s make it happen. https://www.jessalmlie.com/

How can this session help enhance your professional development?
This session will provide actionable insights from the Capability Model, showing you how to develop key skills and strategies, such as:
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Personal: Build confidence in navigating ambiguous training requests and trust your ability to diagnose performance issues beyond “more training.” You’ll shift from second-guessing yourself to leading conversations with clarity and purpose.
Professional: Develop the skills to move from order taker to strategic business partner by using a performance-based lens, asking better questions, and responding to stakeholders with credibility when training isn’t the right solution.
Organizational: Increase the effectiveness and credibility of L&D by focusing resources on the right solutions, strengthening stakeholder partnerships, and driving results that actually close performance gaps and support business outcomes.
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