Sharing Learning Data with the Business

What do executives want from us?

Learning Measurement Gap for CEOs We currently measure this Based on 2009 ROI Institute Study based on responses from 96 CEOs

Inside the Mind of the Executive? Training Delivery Quality & Activity Learning Measurement Not likely.

Inside the Mind of the Executive Training Delivery Quality & Activity Talent Development Business Outcomes Learning Measurement Optimizing Results

The Need The Talent Development community needs our own version of GAAP Generally Accepted Accounting Principles Standard statements: Income, Balance Sheet, Cash Flow Standard measures and definitions: Expenses, Depreciation

Talent Development Reporting Principles Created by CLO council and Industry Experts Clear, practical reporting guidance for CLOs Manage Talent Development function Provide meaningful reports to the CEO Standard measures and definitions Common language across industry Benchmark against other organizations www.centerfortalentreporting.org

Executive Reporting Process Business Executive Summary Report Learning Executive Reports Guiding Principles Executive Reports L&D Summary Report L&D Program Report L&D Operational Report Business Outcomes Statement Learning Effectiveness Statement Learning Efficiency Statement Statements Data Sets Business Outcomes Effectiveness Efficiency Extract, convert and calculate Standard Measures Learning Management System Other Sources (e.g HRIS, ERP, CRM) Financial Data Evaluation System Data Sources

Standard Measures on Statements Outcomes Effectiveness Efficiency Financial performance Human capital Organization goals Talent Development impact on goals Quality Learning Transfer Impact Results & Value Timeliness Costs Volume Utilization rates Vendor & Program management

Role Sample Decisions Sample Reports Instructor Course Developer How can I improve the next class? What are my strengths and areas for improvement? Class Analysis Report Instructor Performance Summary Course Developer Which courses should be revamped? How do I improve this course? Are the courses driving the right behaviors? Comparative Performance Course Effectiveness Summary Dashboard Program Manager How can we improve impact of programs? How do we improve delivery? Which learning modalities are most effective? Human Capital ROI Card Multi-Level Analysis Talent Development Summary Learning Executive How do we better align with the business? Where do we need to invest more to accelerate improvement? Where should we expand work with vendors? Effectiveness Quadrant Talent Dev. Executive Report Business Executive How are the investments in learning translating into business outcomes? Is L&D advancing capabilities of employees? Is time in learning well spent? Analyst Worksheet

Learning Tools Human Capital ROI Card MTM Report Shows key performance indicators at the various levels of learning, with additional information on the average percent improvement in job performance due to training (after being adjusted for confidence), expanded business results impacted by training, and a soft financial ROI calculation. Analyst Worksheet Online Workbook Tool Allows you to perform in-depth analysis of the impact of training and ROI using a series of steps to estimate, isolate, and adjust the perceived impact training had on business results.

MTM Dashboards Pull in additional data to display alongside MTM data Provide iPad access through MTMDashboard App

Executive Reporting Module Talent Development Executive Report: narrative-based report with charts and analysis of trends and benchmarks for efficiency, effectiveness and outcome metrics Talent Development Statements: tabular views that showcase trended data compared to a goal with color coded interpretive guidance Program ‘Smart Sheets’ and reports to evaluate strategic programs important to executives: Sales, Leadership, Onboarding Dashboards and consulting services available to complement Executive Reporting tools and jumpstart the reporting process Download an Executive Reporting Product Sheet

Learn More Webinar Consulting www.centerfortalentreporting.org/ Using Metrics that Matter® for Executive Reporting and Dashboards View Webinar Discover approaches to communicate the business outcomes and value of learning to executives and clients using reports and dashboards in Metrics that Matter®. Learn how to establish a quarterly talent development reporting process that consumes little time but produces impressive results. Reporting Talent Development Metrics to Executives Watch Webex Recording This presentation will share the critical components that senior learning leaders are looking for in executive reporting as well as the key elements that business leaders expect to see when reviewing metrics from learning organizations. The session will share components of a major executive reporting initiative and offer practical yet credible advice to link learning to business outcomes. Consulting www.centerfortalentreporting.org/ Introduction to TDRp whitepapers Over 500 measures More than 66 sample statements and reports Guidance on implementation Workshop, webinar, and conference registration Membership and sponsorship information Download a free Consulting Brochure KnowledgeAdvisors’ Executive Reporting solutions provide relevant and credible data and information that facilitates decision-making. We help you tell the talent story in business language by demonstrating the effectiveness, efficiency, and impact of talent programs on business results. We offer several Executive Reporting packages tailored to your level of talent measurement maturity.