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Measurement Simplified:
Creating an Action Plan for L&D Success

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Are you ready to simplify the complex world of L&D measurement and create a clear, actionable plan for your organization? Many practitioners struggle with fundamental questions: What should I measure? How do I measure it? And how do I use the data to drive meaningful impact? This workshop provides the practical answers you need.

Guided by the Talent Development Reporting Principles (TDRP), a proven framework for L&D measurement, this workshop equips you with the tools and knowledge to select, apply, and report on measures effectively at both the program and department levels. Over four days, you will create a tailored action plan for measurement and reporting, with expert guidance from Dave Vance and Peggy Parskey, co-authors of Measurement Demystified and the Measurement Demystified Field Guide.

March 3–6, 2025 | 10 am–2 pm Central

Capacity: Limited to fifteen participants

Price: $1,999

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  • A ready-to-implement action plan for measurement and reporting that includes program and department measures, reporting tools, and an execution plan.
  • A practical understanding of the TDRP framework and its application in L&D.
  • The ability to select and prioritize the most relevant measures for your organization.
  • Enhanced confidence to communicate your strategy and measures to stakeholders.
  • Insights into running learning like a business by integrating data-driven approaches.
  • Templates, tools, and expert feedback to ensure success

This workshop is ideal for L&D professionals, training managers, and HR practitioners responsible for designing or improving measurement and reporting strategies. Whether you are new to measurement or seeking to refine your approach, this workshop offers a practical, step-by-step path to success.

Program Efficiency Measures

  • Learn about TDRP and how it provides a clear structure for measurement and reporting.
  • Identify users and their reasons for measuring
  • Explore and discuss recommended efficiency measures for learning programs (e.g., cost per participant, completion rates).
  • Participants select and share efficiency measures for their programs.
  • Begin drafting Part 1 of the Action Plan: Identification of users and the reasons for measuring. Efficiency measures.

    Program Effectiveness & Outcome Measures

    • Discuss the value of program effectiveness (e.g., knowledge gain) and outcome measures (e.g., impact on business goals).
    • Participants select and share their program effectiveness and outcome measures.
    • Begin drafting Part 2 of the Action Plan: Effectiveness and outcome measures for individual learning programs.

    Department Measures (Efficiency, Effectiveness, & Outcomes)

    • Shift focus to department-level measures, including overall efficiency (e.g., total learning hours delivered per FTE), effectiveness (e.g., participant satisfaction across programs), and outcomes (e.g., alignment with organizational goals).
    • Participants select and share their department measures.
    • Discuss data collection.
    • Begin drafting Part 3 of the Action Plan: Department-wide measures. Plan for data collection.

    Reporting Tools & Running Learning Like a Business

    • Explore scorecards, dashboards, and program evaluation reports to effectively communicate data.
    • Discuss management reporting and disciplined execution to align L&D with broader organizational strategy.
    • Participants select and share their reporting tools.
    • Discuss plans to create and share recommended reports.
    • Begin drafting Part 4 of the Action Plan: Scorecards, dashboards, and management reports.
    • Participants will refine their draft action plans and their managements reports based on feedback from Dave or Peggy.
    • After incorporating the feedback, each participant shares their revised plan/reports with in-house colleagues and leaders for further feedback.
    • After incorporating feedback, participants may share with Dave or Peggy for a final review and to ensure readiness for implementation.
    • Part One: Program Efficiency Measures
      • Key measures of program efficiency.
      • Identification of users and their reasons for measuring.
    • Part Two: Program Effectiveness and Outcome Measures
      • Measures of program effectiveness and outcomes.
      • Methods for tracking and reporting these measures.
    • Part Three: Department Measures
      • Efficiency, effectiveness, and outcome measures at the department level.
      • Approach for aggregating program and enterprise-wide data. Plan for data collection.
    • Part Four: Reporting Tools and Execution Plan
      • Scorecards, dashboards, and reports to communicate key measures effectively.
      • Execution plan for disciplined reporting and stakeholder engagement. Plan to create and share recommended reports.

    David Vance, Ph.D., is the former Executive Director of the Center for Talent Reporting, a nonprofit organization dedicated to the creation and implementation of best practices and standards for human capital measurement, reporting, and management. He is also the former President of Caterpillar University, which he founded in 2001.

    Dave received his Bachelor of Science Degree in political science from M.I.T. in 1974, a Master of Science Degree in business administration from Indiana University (South Bend) in 1983, and a Ph.D. in economics from the University of Notre Dame in 1988.

    He was named 2006 Chief Learning Officer of the Year by Chief Learning Officer magazine. He also was named 2004 Corporate University Leader of the Year by the International Quality and Productivity Center in their annual CUBIC Awards.

    Dave is a frequent speaker at learning conferences and association meetings. He conducts workshops on measurement & reporting. Dave teaches in the human capital Ph.D. programs at Bellevue University and the University of Southern Mississippi as well as in the executive education program at George Mason University for Chief Talent Officers. He is a member of Working Group 2 on Metrics for the International Organization for Standardization (ISO) Technical Committee on Human Capital.

    He is the author of The Business of Learning: How to Manage Corporate Training to Improve Your Bottom Line (Second Edition) published in 2017 and the co-author with Peggy Parskey of the just-released books Measurement Demystified: Creating Your Measurement, Analytics, and Reporting Strategy (2021) and its companion Measurement Demystified Field Guide (2022).

    Peggy Parskey has over 25 years’ experience driving strategic change to improve organizational and individual performance. She draws upon varied disciplines including change management, human performance improvement, and project management to set goals, define success measures, and develop tactical plans.

    Peggy owns her own consulting firm, Parskey Consulting, focused on organizational improvement initiatives in the Learning & Development and Human Resources functions. Her clients are Fortune 500 firms with needs in business operations improvement, services realignment and enhanced measurement processes.

    Peggy is a part-time principal consultant with Explorance, a learning and people analytics firm. She provides services to enable sustainable measurement and evaluation capability. As former Assistant Director at the Center for Talent Reporting, she was responsible for building practitioner skills in Talent Development Reporting principles.

    Peggy is certified in Management of Change Methodologies both at the organizational and individual performer levels. She also holds a Bachelor of Science degree in Mathematics from Simmons College and Masters Degrees from the University of Chicago in Statistics and Business Administration.

    Why This Workshop Stands Out

    Unlike many measurement sessions that only introduce concepts, this workshop actively guides participants through the process of building a tailored plan. By the end of the workshop, you will have a clear, actionable plan for your organization and the confidence to implement it successfully.

    Questions

    Contact ROI Institute with questions or to request more information about group rates at info@roiinstitute.net or call 205.678.8101.