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actions to make LEARNING EVALUATION a reality

Ten Actions to Make Learning Measurement a Reality

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It could be said that many in L&D consider it just too difficult to evaluate learning beyond the reaction level. We want to help you measure the learning that you are investing in. How do those in L&D have meaningful conversations with the business regarding the impact of any learning interventions? How do they get the business interested in order to jointly define measures that are meaningful to the organisation? We believe the crux lies in knowing how to talk about the value which learning and measurement can deliver. Take a look at our 10-point guide to making learning measurement a reality. © JSB Group Limited 2013

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Page 1: Ten Actions to Make Learning Measurement a Reality

actions to make

learning evaluation a reality

Page 2: Ten Actions to Make Learning Measurement a Reality

learning | Development | Consulting

makelearning measurementa priority

Page 3: Ten Actions to Make Learning Measurement a Reality

#1

learning | Development | Consulting

Make learning measurement a priority

start...

Page 4: Ten Actions to Make Learning Measurement a Reality

#1

learning | Development | Consulting

Make learning measurement a priority

start...

Page 5: Ten Actions to Make Learning Measurement a Reality

#1

learning | Development | Consulting

Make learning measurement a priority

...with the enD in mind!

start...

Page 6: Ten Actions to Make Learning Measurement a Reality

#1

learning | Development | Consulting

Make learning measurement a priority

Don’t design your learning until you have defined the measures

...with the enD in mind!

start...

Page 7: Ten Actions to Make Learning Measurement a Reality

#1

learning | Development | Consulting

Make learning measurement a priority

Don’t design your learning until you have defined the measures

...with the END in

mind!

START...

...with the END in

mind!

START...

or you will find learning measurement

Page 8: Ten Actions to Make Learning Measurement a Reality

#1

learning | Development | Consulting

Make learning measurement a priority

Don’t design your learning until you have defined the measures

or you will find learning measurement

DiffiCult

Page 9: Ten Actions to Make Learning Measurement a Reality

#1

learning | Development | Consulting

Make learning measurement a priority

Don’t design your learning until you have defined the measures

or you will find learning measurement

inaCCurateDiffiCult

Page 10: Ten Actions to Make Learning Measurement a Reality

#1

learning | Development | Consulting

Make learning measurement a priority

anD nonsensiCal

Don’t design your learning until you have defined the measures

or you will find learning measurement

inaCCurateDiffiCult

Page 11: Ten Actions to Make Learning Measurement a Reality

#1

learning | Development | Consulting

Make learning measurement a priority

sounDs oBvious?You’d be surprised how often the

Page 12: Ten Actions to Make Learning Measurement a Reality

#1

learning | Development | Consulting

Make learning measurement a priority

aCtivitiesContent

sounDs oBvious?You’d be surprised how often the

Page 13: Ten Actions to Make Learning Measurement a Reality

#1

learning | Development | Consulting

Make learning measurement a priority

are decided upon before the intended results are clarified with

key stakeholders

aCtivitiesContent

sounDs oBvious?You’d be surprised how often the

Page 14: Ten Actions to Make Learning Measurement a Reality

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Make learning measurement a priority

You must make sure you and your learning provider are clear about the measures from the outset

Page 15: Ten Actions to Make Learning Measurement a Reality

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Make learning measurement a priority

and about how they will be reported

You must make sure you and your learning provider are clear about the measures from the outset

Page 16: Ten Actions to Make Learning Measurement a Reality

#1

learning | Development | Consulting

Make learning measurement a priority

real CHange is dependent on it!

and about how they will be reported

You must make sure you and your learning provider are clear about the measures from the outset

Page 17: Ten Actions to Make Learning Measurement a Reality

learning | Development | Consulting

don’tstrugglealonetake a stakeholder approach

Page 18: Ten Actions to Make Learning Measurement a Reality

#1

learning | Development | Consulting

#2 Don’t struggle alone – take a stakeholder approach

Defining measures is not easy, especially when you sit in l&D and

may not be

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#1

learning | Development | Consulting

#2 Don’t struggle alone – take a stakeholder approach

Defining measures is not easy, especially when you sit in l&D and

may not be enougH Close

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#1

learning | Development | Consulting

#2 Don’t struggle alone – take a stakeholder approach

Business areato the

enougH Close

Defining measures is not easy, especially when you sit in l&D and

may not be

Page 21: Ten Actions to Make Learning Measurement a Reality

#1

learning | Development | Consulting

#2 Don’t struggle alone – take a stakeholder approach

Question those who Will know

Page 22: Ten Actions to Make Learning Measurement a Reality

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learning | Development | Consulting

#2 Don’t struggle alone – take a stakeholder approach

conduct one-to-one interviews

Question those who Will know

Page 23: Ten Actions to Make Learning Measurement a Reality

#1

learning | Development | Consulting

#2 Don’t struggle alone – take a stakeholder approach

or focus groups

conduct one-to-one interviews

Question those who Will know

Page 24: Ten Actions to Make Learning Measurement a Reality

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learning | Development | Consulting

#2 Don’t struggle alone – take a stakeholder approach

ask them

Page 25: Ten Actions to Make Learning Measurement a Reality

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#2 Don’t struggle alone – take a stakeholder approach

ask them

• What will the participants be doing differently if this programme works?

Page 26: Ten Actions to Make Learning Measurement a Reality

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#2 Don’t struggle alone – take a stakeholder approach

ask them

• What impact will it have on those around them?

•Whatwilltheparticipantsbedoingdifferentlyifthisprogrammeworks?

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#2 Don’t struggle alone – take a stakeholder approach

ask them

•Whatwilltheparticipantsbedoingdifferentlyifthisprogrammeworks?

• What specific business /department KPi’s would you want to see improve as a result of the programme?

•Whatimpactwillithaveonthosearoundthem?

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#2 Don’t struggle alone – take a stakeholder approach

ask them

• What will success look like for the learners and the business?

•Whatwilltheparticipantsbedoingdifferentlyifthisprogrammeworks?

•Whatspecificbusiness/departmentKPI’swouldyouwanttoseeimproveasaresultoftheprogramme?

•Whatimpactwillithaveonthosearoundthem?

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#2 Don’t struggle alone – take a stakeholder approach

this will

Page 30: Ten Actions to Make Learning Measurement a Reality

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#2 Don’t struggle alone – take a stakeholder approach

this will

• give them something to work from

Page 31: Ten Actions to Make Learning Measurement a Reality

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#2 Don’t struggle alone – take a stakeholder approach

this will

• show you have insight into their business and their challenges

•Givethemsomethingtoworkfrom

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#2 Don’t struggle alone – take a stakeholder approach

this will

•Showyouhaveinsightintotheirbusinessandtheirchallenges

• Build your CreDiBility

•Givethemsomethingtoworkfrom

Page 33: Ten Actions to Make Learning Measurement a Reality

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#2 Don’t struggle alone – take a stakeholder approach

this will

•Showyouhaveinsightintotheirbusinessandtheirchallenges

•BuildyourcrediBility

•Givethemsomethingtoworkfrom

• Demonstrate your intent to make a visible difference

Page 34: Ten Actions to Make Learning Measurement a Reality

#1

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#2 Don’t struggle alone – take a stakeholder approach

•Showyouhaveinsightintotheirbusinessandtheirchallenges

•BuildyourcrediBility

• strengthen your business relationship

this will

•Givethemsomethingtoworkfrom

•Demonstrateyourintenttomakea visible difference

Page 35: Ten Actions to Make Learning Measurement a Reality

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measurewhat reallymatters

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#2#1

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#3 measure what really matters

People often talk about

Page 37: Ten Actions to Make Learning Measurement a Reality

#2#1

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#3 measure what really matters

People often talk about

return on investment

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#2#1

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#3 measure what really matters

and create complex numerical systems and equations

People often talk about

return on investment

Page 39: Ten Actions to Make Learning Measurement a Reality

#2#1

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#3 measure what really matters

this can be important but we believe it is also important to focus on

return on eXPeCtations

Page 40: Ten Actions to Make Learning Measurement a Reality

#2#1

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#3 measure what really matters

What will people really expect to

see & Hear if this learning works?

Page 41: Ten Actions to Make Learning Measurement a Reality

#2#1

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#3 measure what really matters

Don’t get sidetracked by level 1 data...

Page 42: Ten Actions to Make Learning Measurement a Reality

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#3 measure what really matters

• How was the training room temperature?

• Did lunch go down well?

• Was the trainer friendly?

Don’t get sidetracked by level 1 data...

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#2#1

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#3 measure what really matters

• How was the training room temperature?

• Did lunch go down well?

• Was the trainer friendly?

Don’t get sidetracked by level 1 data...

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#2#1

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#3 measure what really matters

•Wasthetrainingroomtoocold?

•Howwaslunch?

•Wasthetrainerfriendly?

it is important, but

senior managers may care more about

Page 45: Ten Actions to Make Learning Measurement a Reality

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#3 measure what really matters

How the learning will lead to

Page 46: Ten Actions to Make Learning Measurement a Reality

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#3 measure what really matters

inDiviDual

How the learning will lead to

Page 47: Ten Actions to Make Learning Measurement a Reality

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#3 measure what really matters

andDePartmental

improvements

inDiviDual

How the learning will lead to

Page 48: Ten Actions to Make Learning Measurement a Reality

#2#1

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#3 measure what really matters

WHat Will Be Different on monDay?

andDePartmental

improvements

inDiviDual

How the learning will lead to

Page 49: Ten Actions to Make Learning Measurement a Reality

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take thetemPeratureestablish the baseline measures

Page 50: Ten Actions to Make Learning Measurement a Reality

#4#2 #3#1

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take the temPerature –establish the baseline measures

find the data which currently exists – and log this as the start of the learning journey

Page 51: Ten Actions to Make Learning Measurement a Reality

#4#2 #3#1

learning | Development | Consulting

take the temPerature –establish the baseline measures

for example

if a KPi is a reduction in the number of customer complaints,how many complaints is the department currently getting?

find the data which currently exists – and log this as the start of the learning journey

Page 52: Ten Actions to Make Learning Measurement a Reality

#4#2 #3#1

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take the temPerature –establish the baseline measures

Be specific in asking more and more questions until you get the data you need

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#4#2 #3#1

learning | Development | Consulting

take the temPerature –establish the baseline measures

for example

What are they seeing and Hearing now?

Be specific in asking more and more questions until you get the data you need

if a colleague says improved morale will be a measure, ask for details on how they will measure this in practice

Page 54: Ten Actions to Make Learning Measurement a Reality

#4#2 #3#1

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take the temPerature –establish the baseline measures

ensure that the data is, in most cases, data which is normally collected by the business

Page 55: Ten Actions to Make Learning Measurement a Reality

#4#2 #3#1

learning | Development | Consulting

take the temPerature –establish the baseline measures

ensure that the data is, in most cases, data which is normally collected by the business

Do not make this difficult or onerous.

this should not be seen as an extra task costing additional time and money

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BuilDmeasurement

learning experienceinto the

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#2 #3 #4#1

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BuilD measurementinto the learning experience

#5

When you have measures agreed

Page 58: Ten Actions to Make Learning Measurement a Reality

#2 #3 #4#1

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BuilD measurementinto the learning experience

#5

When you have MEASURES agreed

ensure you design the learning experience

around them

Page 59: Ten Actions to Make Learning Measurement a Reality

#2 #3 #4#1

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BuilD measurementinto the learning experience

#5

When you have MEASURES agreed

Ensure you design the learning experience

around them

Page 60: Ten Actions to Make Learning Measurement a Reality

#2 #3 #4#1

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BuilD measurementinto the learning experience

#5

Here are 8 key techniques to

help you drive the aPPliCation of learning

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#2 #3 #4#1

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BuilD measurementinto the learning experience

#5

involve line managers in the design of the programme – ensure they are partnering with you• Contextualises learning• Builds engagement

Here are 8 key techniques to

help you drive the aPPliCation of learning

Page 62: Ten Actions to Make Learning Measurement a Reality

#2 #3 #4#1

learning | Development | Consulting

BuilD measurementinto the learning experience

#5

encourage pre-learning meetings between the learner and line manager• Plans for application of learning• engages the learner• Demonstrates the importance

of the learning event to the business

Involve line managers in the design of the programme – ensure they are partnering with you• Contextualises learning• Builds engagement

Here are 8 key techniques to

help you drive the aPPliCation of learning

Page 63: Ten Actions to Make Learning Measurement a Reality

#2 #3 #4#1

learning | Development | Consulting

BuilD measurementinto the learning experience

#5

Encourage pre-learning meetings between the learner and line manager• Plans for application of learning• Engages the learner• Demonstrates the importance of the

learning event to the business

Involve line managers in the design of the programme – ensure they are partnering with you• Contextualises learning• Builds engagement

Design relevant pre-learning activity• Builds momentum• engages the learner• Clarifies the ‘why this?’, ‘why now?’,

‘what’s expected of me?’

Here are 8 key techniques to

help you drive the aPPliCation of learning

Page 64: Ten Actions to Make Learning Measurement a Reality

#2 #3 #4#1

learning | Development | Consulting

BuilD measurementinto the learning experience

#5

make learning contextually relevant and realistic• learners relate to the

programme• they see how it will support

them in their performance

Encourage pre-learning meetings between the learner and line manager• Plans for application of learning• Engages the learner• Demonstrates the importance

of the learning event to the business

Involve line managers in the design of the programme – ensure they are partnering with you• Contextualises learning• Builds engagement

Design relevant pre-learning activity• Builds momentum• Engages the learner• Clarifies the ‘why this?’, ‘why

now?’, ‘what’s expected of me?’

Here are 8 key techniques to

help you drive the aPPliCation of learning

Page 65: Ten Actions to Make Learning Measurement a Reality

#2 #3 #4#1

learning | Development | Consulting

BuilD measurementinto the learning experience

#5

Create multiple opportunities for practice and feedback• increases confidence• improves capability• incentivises to apply back

at work

Here are 8 key techniques to

help you drive the aPPliCation of learning

Page 66: Ten Actions to Make Learning Measurement a Reality

#2 #3 #4#1

learning | Development | Consulting

BuilD measurementinto the learning experience

#5

make time for ‘application planning’. not just 15 minutes at the end of the day but throughout the learning – what will you apply and when? • increases chances of learners

applying their learning• Prepares learners to overcome

potential obstacles in advance of their return to work

Create multiple opportunities for practice and feedback• Increases confidence• Improves capability• Incentivises to apply back

at work

Here are 8 key techniques to

help you drive the aPPliCation of learning

Page 67: Ten Actions to Make Learning Measurement a Reality

#2 #3 #4#1

learning | Development | Consulting

BuilD measurementinto the learning experience

#5

Make time for ‘application planning’. Not just 15 minutes at the end of the day but throughout the learning – what will you apply and when? • Increases chances of learners

applying their learning• Prepares learners to overcome

potential obstacles in advance of their return to work

allow learners to share the impact this programme has had – on them and their results - through presentations and work-based projects• encourages learners to work hard on

making sure the learning makes a difference

Create multiple opportunities for practice and feedback• Increases confidence• Improves capability• Incentivises to apply back

at work

Here are 8 key techniques to

help you drive the aPPliCation of learning

Page 68: Ten Actions to Make Learning Measurement a Reality

#2 #3 #4#1

learning | Development | Consulting

BuilD measurementinto the learning experience

#5

Make time for ‘application planning’. Not just 15 minutes at the end of the day but throughout the learning – what will you apply and when? • Increases chances of learners

applying their learning• Prepares learners to overcome

potential obstacles in advance of their return to work

Create multiple opportunities for practice and feedback• Increases confidence• Improves capability• Incentivises to apply back

at work

Allow learners to share the impact this programme has had – on them and their results. Through presentations and work-based projects for example• Encourages learners to work

hard on making sure the learning makes a difference

encourage post-learning reviews with learners’ managers• identifies golden opportunities

to try new skills – with defined objectives

• an opportunity to gain line managers’ support

Here are 8 key techniques to

help you drive the aPPliCation of learning

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Clearmake learning

agenda item

measurement a

Page 70: Ten Actions to Make Learning Measurement a Reality

Make learning measurement a Clear agenda item

#2 #3 #4 #5#1

learning | Development | Consulting

#6

make sure you discuss the impact of learning

at inDiviDual

Page 71: Ten Actions to Make Learning Measurement a Reality

Make learning measurement a Clear agenda item

#2 #3 #4 #5#1

learning | Development | Consulting

#6

make sure you discuss the impact of learning

at inDiviDual and Business

Page 72: Ten Actions to Make Learning Measurement a Reality

Make learning measurement a Clear agenda item

#2 #3 #4 #5#1

learning | Development | Consulting

#6

make sure you discuss the impact of learning

PerformanCe revieWs

and Businessat inDiviDual

Page 73: Ten Actions to Make Learning Measurement a Reality

Make learning measurement a Clear agenda item

#2 #3 #4 #5#1

learning | Development | Consulting

#6

make it a Clear agenda item at appraisals

Page 74: Ten Actions to Make Learning Measurement a Reality

Make learning measurement a Clear agenda item

#2 #3 #4 #5#1

learning | Development | Consulting

#6

and management meetings

make it a Clear agenda item at appraisals

Page 75: Ten Actions to Make Learning Measurement a Reality

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everyone’s

make learning

businessmeasurement

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#7Make learning measurement

everyone’s business

it’s all about holding all stakeholders accountable

• the trainer

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#7Make learning measurement

everyone’s business

• the trainer

it’s all about holding all stakeholders accountable

• the learner

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#7Make learning measurement

everyone’s business

• their line manager

• the learner

• the trainer

it’s all about holding all stakeholders accountable

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#7Make learning measurement

everyone’s business

• their line manager

• their senior managers

• the learner

• the trainer

it’s all about holding all stakeholders accountable

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#7Make learning measurement

everyone’s business

the role played by the learners’ managers is critical

Page 81: Ten Actions to Make Learning Measurement a Reality

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#7Make learning measurement

everyone’s business

the role played by the learners’ managers is critical

Be briefed from the start on how this will add value

they need to:

Page 82: Ten Actions to Make Learning Measurement a Reality

#2 #3 #4 #5 #6#1

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#7Make learning measurement

everyone’s business

the role played by the learners’ managers is critical

encourage pre- and post-meetings with learners

Be briefed from the start on how this will add value

they need to:

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#7Make learning measurement

everyone’s business

the role played by the learners’ managers is critical

Provide active and visible sponsorship

Encourage pre- and post-meetings with learners

Be briefed from the start on how this will add value

they need to:

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trenDsaccept the

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accept the trenDs #8

often you will be working with

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accept the trenDs #8

often you will be working with trenD line Data

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accept the trenDs #8

for measuring business benefits

often you will be working with trenD line Data

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accept the trenDs #8

for measuring business benefits trenD line Data

often you will be working with

tHis is oK!

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accept the trenDs #8

look for tr

ends

trends

trends

trends

trends

trends

trends

trends

trends

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accept the trenDs #8

in the rigHt dire

ction

look for tr

ends

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accept the trenDs #8

and measure in

ways

MULTIPLEMULTIPLEMULTIPLEmultiPle

in the rigHt dire

ction

look for tr

ends

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accept the trenDs #8

ways at MULTIPLEMULTIPLEMULTIPLEmultiPlelevels

look for tr

ends

in the rigHt dire

ction

and measure inMULTIPLEMULTIPLEMULTIPLEmultiPle

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accept the trenDs #8

it may not always be possible to isolate

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accept the trenDs #8

it may not always be possible to isolate

results

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accept the trenDs #8

it may not always be possible to isolate

results

But having enough indicators in the right direction is helpful

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accept the trenDs #8

it may not always be possible to isolate

results

But having enough indicators in the right direction is helpful

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rePortresultsregularly

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#9rePort results regularly

what gets measureD gets done!

67 mm

20 mm

20 mm

67 mm

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#9rePort results regularly

what gets measureD 113.21mm

113.21mm

14.887mm14.887mm

gets Done

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#9rePort results regularly

what gets

add ‘results from training programmes’ to the monthly management meeting agenda

and ask managers to demonstrate the impact any spend is having

measureD 113.21mm

113.21mm

14.887mm14.887mm

297mm

gets Done

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realistiCbe practical and

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be PraCtiCal and realistiC

learning | Development | Consulting

#10

Don’t be too precious

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be PraCtiCal and realistiC

learning | Development | Consulting

#10

Don’t be too precious

there will always be the occasion where the reason for learning is simply to

Page 104: Ten Actions to Make Learning Measurement a Reality

#2 #3 #4 #5 #7#6 #8 #9#1

be PraCtiCal and realistiC

learning | Development | Consulting

#10

‘tick a box’

there will always be the occasion where the reason for learning is simply to

Don’t be too precious

Page 105: Ten Actions to Make Learning Measurement a Reality

#2 #3 #4 #5 #7#6 #8 #9#1

be PraCtiCal and realistiC

learning | Development | Consulting

#10

‘motivate the team’

or to ‘tick a box’

there will always be the occasion where the reason for learning is simply to

Don’t be too precious

Page 106: Ten Actions to Make Learning Measurement a Reality

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be PraCtiCal and realistiC

learning | Development | Consulting

#10

there will always be managers who say

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be PraCtiCal and realistiC

learning | Development | Consulting

#10

there will always be managers who say

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be PraCtiCal and realistiC

learning | Development | Consulting

#10

and who are not able or willing to engage in value conversations

there will always be managers who say

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be PraCtiCal and realistiC

learning | Development | Consulting

#10

the Key is to be realistic

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be PraCtiCal and realistiC

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#10

• What can you measure in these cases?

• What is good enough?

the Key is to be realistic

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be PraCtiCal and realistiC

learning | Development | Consulting

#10

start someWHere

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be PraCtiCal and realistiC

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#10

start someWHere

measure

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be PraCtiCal and realistiC

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#10

CruCially, report back what you can as often as you can

start someWHere

measure

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be PraCtiCal and realistiC

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#10

so, in summary, is measuring learning and proving value the ‘Holy grail’ that many have described?

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#10

not really

so, in summary, is measuring learning and proving value the ‘Holy grail’ that many have described?

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be PraCtiCal and realistiC

learning | Development | Consulting

#10

it’s simPle if you

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be PraCtiCal and realistiC

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#10

Create meaningful and insightful relationships within the business

it’s simPle if you

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be PraCtiCal and realistiC

learning | Development | Consulting

#10

Create meaningful and insightful relationships within the business

it’s simPle if you

understand your colleagues’ challenges

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be PraCtiCal and realistiC

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#10

Create meaningful and insightful relationships within the business

Create learning that drives application back at work

it’s simPle if you

Understand your colleagues’ challenges

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be PraCtiCal and realistiC

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#10

Create meaningful and insightful relationships within the businessUnderstand your colleagues’ challengesCreate learning that drives application back at workreally start with tHe enD in mind

it’s simPle if you

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We have so much more to share

reaD tHe full artiCle:

www.jsbonline.com/learning-and-development

£49 billion and counting! What impact does

learning really have?

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