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Measurement Demystified Workshop
Learn how to put measurement and reporting theory into practice in the live virtual Measurement Demystified workshop. We will cover important topics included in the book Measurement Demystified: Creating Your Own L&D Measurement, Analytics and Reporting Strategy. We will also use exercises from the Measurement Demystified Field Guide. Participants will receive a copy of each book upon registration.
$997 Non-Members for all seven modules
$748 for CTMR Members. Log in to receive your discount!
2024 Workshop Dates
Topics: Reasons to Measure, Efficiency and Effectiveness Measures
Module 1: March 28, 2024 | 10 am – 2 pm (CT)
Module 2: April 11, 2024 | 10 am– noon (CT)
Topics: Outcome Measures and Measurement Selection
Module 3: April 25, 2024 | 10 am – 2 pm (CT)
Module 4: May 9, 2024 | 10 am – Noon (CT)
Topics: Reporting, Running Learning like a Business, and Strategy
Module 5: May 23, 2024 | 10 am – 2 pm (CT)
Module 6: June 6, 2024 | 10 am – Noon (CT)
Module 7: June 20, 2024 | 10 am – Noon (CT)
Topics Covered
Workshop Objectives
Workshop Details
Who Should Attend
Facilitators
Modules 1-2
Modules 3-4
Modules 5-7
Reasons to Measure and Efficiency & Effectiveness Measures
- Introduction to the TDRp framework
- Difference between measurement, analytics, and reporting
- The four reasons to measure
- Introduction to the three types of measures
- Need for a balance of measures
- Focus on efficiency measures
- Focus on effectiveness measures
- Homework: Complete the case study to identify efficiency and effectiveness measures
Outcome Measures and Measurement Selection
- Outcome measures
- Exploration of the ROI Methodology® to isolate impact
- Selecting the right measures:
- For your programs and initiatives
- For strategic programs
- For non-strategic programs
- For department initiatives
- Creating a measures library
- Human capital reporting: SEC rule and ISO guidelines
- Homework: Complete the case study exercise and create your own list of measures
Reporting, Running Learning like a Business, and Strategy
- The five types of reports
- Scorecards and dashboards
- Program evaluation and custom analysis reports
- The concept of running learning like a business
- The three TDRp management reports:
- Program
- Operations
- Summary
- How to use the management reports to run L&D like a business
- Creating your own measurement and reporting strategy
- Implementing your strategy
- Homework: Create your own program and operations reports
After attending this workshop, participants will leave with:
- A deeper understanding of measurement and reporting as well as how to manage human capital.
- Draft lists for effectiveness, efficiency, and outcome measures for their organization.
- Draft program and operations reports for their organization.
Workshops are limited to 15 participants. Pre-workshop reading will be available approximately four weeks prior to the workshop. Homework assignments will be made at the conclusion of each module.
To gain the most from this workshop, participants should plan to dedicate 4-5 hours per week for the reading, live sessions, and application exercises. The sessions are recorded and made available the same day if you cannot attend the live session. The application homework is especially important to master the skills and apply what you have learned in your own organization.
- Anyone in L&D or HR responsible for managing people, programs, or budgets including the department head, program managers, directors, performance consultants, and client managers.
- Anyone in L&D or HR responsible for measurement and evaluation or data analytics.
- Anyone in a consulting or vendor organization who would like to help clients improve their measurement, reporting, and management of human capital.
We recommend two or three individuals from the same organization attend together so they can discuss and apply the concepts in real time.
David Vance
Peggy Parskey
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.
Questions
Contact ROI Institute with questions or to request more information about group rates at info@roiinstitute.net or call 205.678.8101.
