1. Sharing Learning Data with the Business

2. What do executives want from us?

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

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

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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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.

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

13. 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

14. 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
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.