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Training 2003 Presentation: Training 2003 Presentation: Wednesday, February 26Wednesday, February 26Training 2003 Presentation: Training 2003 Presentation: Wednesday, February 26Wednesday, February 26
Roger AndersonSenior Consultant
Tel (Brussels): +32 2 424 3423
Conducting Effective Conducting Effective Assessment, Measurement & Assessment, Measurement &
Evaluation of TrainingEvaluation of Training
Conducting Effective Conducting Effective Assessment, Measurement & Assessment, Measurement &
Evaluation of TrainingEvaluation of Training
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Introduction to the SessionIntroduction to the SessionIntroduction to the SessionIntroduction to the Session
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Organizational Opportunity/Problem
EvaluationMaking a decision on
basis of the measurement,
regarding the effect of the intervention on
opportunity/problem.
AssessmentDetermining the correct thing to do in order to
address the opportunity/problem.
MeasurementQuantify the outcome of what is done
vis-à-vis the opportunity/problem
Performance Measures:
Efficiency
Effectiveness
Quality
Assessment, Measurement and Assessment, Measurement and Evaluation CycleEvaluation CycleAssessment, Measurement and Assessment, Measurement and Evaluation CycleEvaluation Cycle
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Select Best Intervention
Begin Collecting Data
Implement Intervention
Analyze the Data
Evaluate the Impact
Identify Client, Sponsor, and Stakeholder
Question Basic Assumptions
Define the Needed Intervention
Plan Evaluation
Determine Metrics for Measuring Impact
Performance Consulting System ModelPerformance Consulting System ModelPerformance Consulting System ModelPerformance Consulting System Model
Assessment
Measurement
Evaluation
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Unit 1: Unit 1: Assessment ToolsAssessment ToolsUnit 1: Unit 1: Assessment ToolsAssessment Tools
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
ObjectivesObjectivesObjectivesObjectives
By the end of this unit, you will– Identify stakeholders, clients, and sponsors of the projected
intervention– Accurately identify the problem or opportunity by questioning
basic assumptions– Define needs in terms of business, performance, and/or training
as determined through the problem identification process– Identify operational indicators that are linked to the defined
needs and establishes measures for these indicators– Plan an evaluation strategy so that resources are properly
assigned
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
The Cultural Context
Learning
Strategic Vision/
Purpose
Individualand Team
Competencies
Support Structures/
Systems
Work Flow/Process
Strategic Context of HR InterventionsStrategic Context of HR InterventionsStrategic Context of HR InterventionsStrategic Context of HR Interventions
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Identifying the Client, Sponsor, and Identifying the Client, Sponsor, and StakeholdersStakeholdersIdentifying the Client, Sponsor, and Identifying the Client, Sponsor, and StakeholdersStakeholders
• Stakeholders—those whose work will be directly impacted by the changed produced by the intervention
• Client—the person who will “own” the program; the person most directly affected by the success of the intervention
• Sponsor—the highest-level advocate of the intervention; the person who provides the power to implement the changes required
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Business Need
Performance Need
Training Need
Work Environment Need
Identifying the Expressed Level of NeedIdentifying the Expressed Level of NeedIdentifying the Expressed Level of NeedIdentifying the Expressed Level of Need
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Identifying the Expressed Level of NeedIdentifying the Expressed Level of NeedIdentifying the Expressed Level of NeedIdentifying the Expressed Level of Need
• Training Need: A specific knowledge, skill, or process that a participant must learn to perform successfully.
• Performance Need: Behaviors that must be performed by participants in order to achieve business needs.
• Business Need: Strategic goals of an organization, business unit, or department that are expressed in operational terms.
• Work Environment Need: A process, system, or condition that must be changed in order to help participants perform successfully.
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Metrics for Measuring ImpactMetrics for Measuring ImpactMetrics for Measuring ImpactMetrics for Measuring Impact
• Business: What will attainment of business goals look like?
• Performance: What behaviors are being performed effectively?
• Training: What knowledge, skill, or process has an employee successfully learned?
• Work Environment: What has been influenced as a result of environmental redesign?
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Types of EvaluationTypes of EvaluationTypes of EvaluationTypes of Evaluation
• Formative Evaluation
• Needs Analysis
• Stakeholder Analysis
• Objective Identification
• Program Design
• Pilot Testing
• Summative Evaluation
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Unit 2: Unit 2: Linking HR, Organizational Strategy, Linking HR, Organizational Strategy, and Individual Performanceand Individual Performance
Unit 2: Unit 2: Linking HR, Organizational Strategy, Linking HR, Organizational Strategy, and Individual Performanceand Individual Performance
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
ObjectivesObjectivesObjectivesObjectives
By the end of this unit, you will
– Differentiate between strategic and program evaluation
– Identify the components of a balanced scorecard
– Identify organizational measures of high performance work systems
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
The Impact of High Performance The Impact of High Performance Work Systems on Organizational Work Systems on Organizational PerformancePerformance
The Impact of High Performance The Impact of High Performance Work Systems on Organizational Work Systems on Organizational PerformancePerformance
• It is increasingly important today to build and maintain a skilled and motivated workforce in order to achieve strategic goals.
– Organizations face changing demands based on shifts in the marketplace.
– Organizational structures are changing to include broader spans of control.
• With a shift away from command and control culture, comes the need for employee to have increasing amounts of knowledge and to be able to apply it in a way which adds value to the organization.
– Employees are a competitive advantage, not a cost
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
The Balanced Scorecard Links The Balanced Scorecard Links Performance MeasuresPerformance MeasuresThe Balanced Scorecard Links The Balanced Scorecard Links Performance MeasuresPerformance Measures
STRATEGYGoals Measures
Financial Perspective
Goals Measures
Innovation and Learning Perspective
Goals Measures
Internal Business Perspective
Goals Measures
How is our financial health?
What must we excel at?
Can we continue to improve and create value?
How do customers see us?
Customer Perspective
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Example Balanced Scorecard: Hi-Tech Example Balanced Scorecard: Hi-Tech ManufacturerManufacturerExample Balanced Scorecard: Hi-Tech Example Balanced Scorecard: Hi-Tech ManufacturerManufacturer
Financial
SurviveSucceed
Prosper
• Cash flow• Quarterly sales growth and
operating income by division• Increased market share and
return-on-equity
Internal Business
Technologycapability
Manufacturingexcellence
Designproductivity
New productintroduction
• Cycle time• Unit Cost• Yield• Engineering efficiency• Actual Introduction schedule vs.
plan• Silicon Efficiency• Manufacturing geometry vs.
competition
End User
New products
ResponsivesupplyPreferredsupplierCustomerpartnership
• Percent of sales from new products• Percent of sales from proprietary
products• On-time delivery (defined by
customer)• Share of key accounts’ purchases• Ranking by key accounts• Number of cooperative engineering
efforts
Innovation and Learning
Technologyleadership
Manufacturinglearning
Time to market
• Time to develop next generation
• Process time to maturity
• New product introduction vs.competition
OBJECTIVES MEASURESOBJECTIVES MEASURES
OBJECTIVES MEASURESOBJECTIVES MEASURES
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Telling a “Story” with a Balanced Telling a “Story” with a Balanced ScorecardScorecardTelling a “Story” with a Balanced Telling a “Story” with a Balanced ScorecardScorecard
BroadenRevenue
Mix
ImproveOperatingEfficiency
ImproveReturns
IncreaseCustomer
ConfidenceIn Our
FinancialAdvice
IncreaseCustomer
SatisfactionThroughSuperior
Execution
UnderstandCustomerSegments
Develop New
Products
Cross-Sellthe Product
Line
Shift toAppropriate
ChannelMinimizeProblems
ProvideRapid
Response
DevelopStrategic
Skills
AlignPersonal
Goals
IncreaseEmployee
Productivity
Access toStrategic
Information
FinancialPerspective
CustomerPerspective
InternalPerspective
LearningPerspective
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Unit 3: Unit 3: Measurement: Metrics and Operational Measurement: Metrics and Operational IndicatorsIndicators
Unit 3: Unit 3: Measurement: Metrics and Operational Measurement: Metrics and Operational IndicatorsIndicators
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
ObjectivesObjectivesObjectivesObjectives
By the end of this unit, you will
– Understand issues related to measurement of employee output
– Understand the fundamentals of survey design and Level Three (on-the-job application) evaluation
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
The total value added to the organization by an employee; the sum of all relevant performance.
Ultimate Measure
The Ultimate MeasureThe Ultimate MeasureThe Ultimate MeasureThe Ultimate Measure
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
The Linkage Competency ParadigmThe Linkage Competency ParadigmThe Linkage Competency ParadigmThe Linkage Competency Paradigm
BEHAVIOR
SKILL
KNOWLEDGE
COMPETENCIES
BELIEFS
TRAITS VALUES
MOTIVES
Observed
Inferred
PERFORMANCE/RESULTS OUTCOMES
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Begin with the End in MindBegin with the End in MindBegin with the End in MindBegin with the End in Mind
• What does your client value?
• What sorts of decisions need to be made?
• How will you summarize the results?
• Is qualitative or quantitative data needed?
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Types of DataTypes of DataTypes of DataTypes of Data
Qualitative
– Data collected via open-ended questions:
• Subjective
Quantitative
– Data collected via close-ended questions:
• More objective
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
-1
0
1
2
3
4
Participants
Gain
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Qualitative DataQualitative DataQualitative DataQualitative Data
Advantages
– Enables the participants to express their evaluation of the intervention in their own terms.
– Provides greater depth of critique data
Disadvantages
– Data is more open to interpretation
– Can be difficult to collect & compare like to like.
– Individual responses cannot be statistically compared one to one.
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Quantitative DataQuantitative DataQuantitative DataQuantitative Data
Advantages
– Data can be statically compared across modules and courses
– Data is more efficiently collected and analyzed
Disadvantages
– Expertise is needed to ensure results are not biased.
– Participants are forced to respond in a predetermined way.
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Summarizing Results - Summarizing Results - Counts/FrequencyCounts/FrequencySummarizing Results - Summarizing Results - Counts/FrequencyCounts/Frequency
Rating
# o
f P
arti
cip
ants
Post
No Job Relevant information
Highly Applicable
Information
1
10
5
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Summarizing Results - Average (Mean)Summarizing Results - Average (Mean)Summarizing Results - Average (Mean)Summarizing Results - Average (Mean)
1
2
3
4
5
Pre Post
Mea
n S
core
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
What to Measure?What to Measure?What to Measure?What to Measure?
– Whole job vs. part of job
– One measure vs. several measures
– Individual employees vs. group of employees
– Reactions, learning, application, impact
Criteria:
– Important to your client
– Linked to project objectives and scope
– Subject to relatively short-term change
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Level One: ReactionLevel One: Reaction
Level Two: LearningLevel Two: Learning
Level Three: ApplicationLevel Three: Application
Level Four: ImpactLevel Four: Impact
Kirkpatrick ModelKirkpatrick ModelKirkpatrick ModelKirkpatrick Model
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Level One: ReactionLevel One: ReactionLevel One: ReactionLevel One: Reaction
Purpose
To gain feedback for course development and/or improvement by measuring participants’ reactions to the intervention.
Format
– Questionnaire/Survey
– Immediate Feedback
Data Collected Regarding
– Course content/concepts
– Instructor style
– Applicability of material to current job
– Course materials
– Facilities
– Work environment (transfer facilitators/inhibitors)
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Level One: ReactionLevel One: ReactionLevel One: ReactionLevel One: Reaction
Step One: Determine specific information you wish to gather.
Step Two: Determine the specific questions to get the data.
Step Three: Determine the scale.
Step Four: Determine the scale descriptors.
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Level Two: LearningLevel Two: LearningLevel Two: LearningLevel Two: Learning
Purpose
To determine participants’ level of mastery of course objectives.
Format
– Performance Simulations
– Written Tests
Data Collected Regarding
– Participants’ knowledge of course materials
– Participants’ ability to demonstrate the skills
– Participants’ fluency (speed) at using the skills
– Accuracy or quality of participants’ output
– Procedural automaticity
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Level Two: LearningLevel Two: LearningLevel Two: LearningLevel Two: Learning
Step One: Design learning measures.
Step Two: Consider test use.
Step Three: Develop means of increasing validity or reliability. (Optional)
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Level Three: ApplicationLevel Three: ApplicationLevel Three: ApplicationLevel Three: Application
Purpose
To determine the extent to which skills/behaviors developed during the intervention are being used on the job.
Format
– Questionnaire/Survey– Behavioral Checklist– Frequency Checklist– 360-Degree Survey– Managerial Appraisal
Data Collected Regarding
– Participants’ on-the-job application– Factors encouraging application– Factors hindering application– Follow-up support required to assist in continued development
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Level Three: ApplicationLevel Three: ApplicationLevel Three: ApplicationLevel Three: Application
Step One: Determine basis for evaluating on-the-job application.
Step Two: Decide how to collect information, and when to collect the information
Step Three: Design the evaluation instrument.
Step Four: Pilot the evaluation instrument.
Step Five: Develop means of increasing objectivity of data.(Optional)
1. Use multiple observers
2. Train observers
3. Use 360-degree methodology
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Level Four: ImpactLevel Four: ImpactLevel Four: ImpactLevel Four: Impact
Purpose
To determine the impact on the organization of participants’ application of training on-the-job.
Format
– Review of Records
– Observation
– Efficiency Ratios
Data Collected Regarding
– Change in individual/organizational output
– Change in economic performance
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Level Four: ImpactLevel Four: ImpactLevel Four: ImpactLevel Four: Impact
Step One: Develop a system for measuring impact.
1.What are the business needs/objectives of the course?
2. What operational indicators reflect these needs/objectives?
3. What specific knowledge and skills being developed in the intervention are linked to the indicators being tracked?
4. What indicators currently exist; do you want to develop others?
5. What time intervals will you use to determine that the impacts are taking place?
Step Two: Develop a means for collecting data.
1. Measure current performance for each operational indicator.
2. Involve line personnel in the collection of Level Four data.
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Unit 4: Unit 4: Evaluation StrategyEvaluation StrategyUnit 4: Unit 4: Evaluation StrategyEvaluation Strategy
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
ObjectivesObjectivesObjectivesObjectives
By the end of this unit, you will
– Understand how to develop evaluation strategies that will allow you to discern the effectiveness of the intervention by:
• Separating the impact of your intervention from other organizational forces
• Identifying the factors that can destroy your evaluation efforts
• Ensuring that your sample matches the situation that you are making decisions about
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Separating Effects of Training from Separating Effects of Training from Other InfluencesOther InfluencesSeparating Effects of Training from Separating Effects of Training from Other InfluencesOther Influences
Proving Causes
versus
Providing Evidence
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Separating Effects of Training from Separating Effects of Training from Other InfluencesOther InfluencesSeparating Effects of Training from Separating Effects of Training from Other InfluencesOther Influences
• Know the business you are consulting for.
• Reach agreement with your client as to what the most appropriate measures are; get your clients to “own” the measures.
• Obtain pre-measures.
• Use control groups.
• Use multiple sources of information
• Identify level of performance required for business need/opportunity.
• Plan timing of data collection.
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Control GroupsControl GroupsControl GroupsControl Groups
Example 1: Other Organizational Influences
T
C
T
C
Perform
ance
+
0Pre Training
MeasureTraining Picnic Post Training
Measure
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Control GroupsControl GroupsControl GroupsControl Groups
Example 2: Remedial Training
T
CC
Perform
ance
+
0Pre
MeasureTraining Post Training
Measure
T
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Control GroupsControl GroupsControl GroupsControl Groups
Example 3: Alternative Interventions
Classroom Training
Self Training
Perform
ance
Pre Post Training
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Control GroupsControl GroupsControl GroupsControl Groups
Example 4: Predetermined Level of Need
Pre Post
Trained Group
Defined Needed
Performance
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Designing Control GroupsDesigning Control GroupsDesigning Control GroupsDesigning Control Groups
• Control groups should be as similar as possible in terms of relevant attributes and performance.
– Matched Control Groups
– Random Control Groups
– Convenience Control Groups
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Multiple Sources of Information in Multiple Sources of Information in EvaluationEvaluationMultiple Sources of Information in Multiple Sources of Information in EvaluationEvaluation
ReactionReaction
KnowledgeKnowledge
ApplicationApplication
ImpactImpact
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Maintenance of Training’s Effect Maintenance of Training’s Effect (Transfer)(Transfer)Maintenance of Training’s Effect Maintenance of Training’s Effect (Transfer)(Transfer)
Pre Training
Time 4Time 3Time 2Time 1Training Time 5
Manager Training
Technical Training
Pe
rfo
rman
ce
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
What Supports/Inhibits Transfer?What Supports/Inhibits Transfer?What Supports/Inhibits Transfer?What Supports/Inhibits Transfer?
• Organization supports/inhibitors
• Manager supports/inhibitors
• Trainer supports/inhibitors
• Participant supports/inhibitors
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Steps for Evaluation StrategySteps for Evaluation StrategySteps for Evaluation StrategySteps for Evaluation Strategy
Step One: Define the problem or opportunity.
Step Two: Identify the population affected.
Step Three: Identify the performance factors and metrics associated with the problem/opportunity.
Step Four: Establish a baseline for current performance.
Step Five: Determine the most effective form of intervention.
Step Six: Crosswalk the objectives.
Step Seven: Implement the intervention.
Step Eight: Evaluate effectiveness/impact.
Step Nine: Assess impact on problem or opportunity.
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Framing Meeting TopicsFraming Meeting TopicsFraming Meeting TopicsFraming Meeting Topics
• Problem/opportunity to address• Client, sponsor, stakeholders• Operational indicators and metrics• Time frame in which measures will be taken• Communication agreements and plans• Roles and accountabilities:
– Assessment– Design of evaluation– Design of intervention– Implementation of intervention– Data collection– Data analysis
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Methods for SamplingMethods for SamplingMethods for SamplingMethods for Sampling
Step One: Begin with complete list of people involved in the intervention.
Step Two: Identify relevant demographics for examining differences between groups.
Step Three: Select a sampling strategy:
– Simple random sampling
– Systematic sampling
– Stratified sampling
– Convenience sampling
– Matched sampling
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Determining Sample SizeDetermining Sample SizeDetermining Sample SizeDetermining Sample Size
• Focus on what your evaluation goals and strategy are.
• Don’t get bogged down with exact numbers.
• Assume low return rate for surveys.
• Consider:
– What resources are available?
– How strong an impact do you anticipate from the intervention?
– How many variables are you using in stratifying the sample?
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Methods of Increasing Return RateMethods of Increasing Return RateMethods of Increasing Return RateMethods of Increasing Return Rate
Hand Deliver
Group Administration
Supervisors Responsible
Random Drawing/Prize
Call Backs
Share Results
Mail Surveys
High Return Rates
Low Return Rates
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Unit 5: Unit 5: Appendix: Costs of HR InterventionsAppendix: Costs of HR InterventionsUnit 5: Unit 5: Appendix: Costs of HR InterventionsAppendix: Costs of HR Interventions
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
ObjectivesObjectivesObjectivesObjectives
By the end of this unit, you will
– Understand the process for calculating costs associated with the development and implementation of an HR intervention
– Recognize that there are many assumptions being made when conducting a cost-benefit analysis (i.e., this is not an exact science)
– Determine the method for computing the benefit or impact of the intervention
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Glossary of TermsGlossary of TermsGlossary of TermsGlossary of Terms
• Cost Benefit Analysis - An analysis, which compares the costs and benefits of the program.
• Direct (out-of-pocket) Costs - Expenses you actually pay out money for in delivering a service.
• Fully Loaded Labor Costs - The dollar value of the time of all people directly involved in delivering a service, including fringe benefits and overhead costs.
• Labor Multiplier - A constant for a particular position that is used to calculate the fully loaded cost of a person’s time. Direct Labor x Labor Multiplier = Fully Loaded Labor Cost
• Opportunity Cost - Money the organization loses by using people and resources one way rather than another, e.g. sales or production lost when people attend a training program instead of performing their normal job functions.
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Measurement Tools and Action StepsMeasurement Tools and Action StepsMeasurement Tools and Action StepsMeasurement Tools and Action Steps
Step One: Establish metrics/measures.
Step Two: Estimate costs for proposed/established intervention.
Step Three: Estimate benefits of proposed/established intervention.
Step Four: Calculate the resulting cost benefit ratio for program:
Cost benefit ratio = Gain {return} Costs {investment}
Return on investment {%}= Gain {return} - Cost {investments} Costs {investment}
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Cost of DeliveryCost of DeliveryCost of DeliveryCost of Delivery
• Direct (out-of-pocket) costs
• Fully loaded labor costs
• Opportunity costs
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
BenefitsBenefitsBenefitsBenefits
• Benefits can be obtained in two ways:
– Increase in production
– Decrease in operating costs
• Determining potential benefits is a crucial part of the performance consulting process.
• Your client provides you information on:
– What are the important operational indicators?
– What are the expected goals of the intervention?
– What are the dollar figures attached to the operational indicators?
• Your role as a consultant is to:
– Ask the right questions that will give you answers to the questions above.
– Help your client identify what changes might be expected from the intervention.
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Realizing the Benefits of TrainingRealizing the Benefits of TrainingRealizing the Benefits of TrainingRealizing the Benefits of Training
Costs
BenefitsOptions:
Reduce Operating CostsIncrease Benefits (Improve Productivity)
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Key TermsKey TermsKey TermsKey Terms
Direct Costs (out of pocket)– Expenses you pay out
• Meals• Travel• Materials
Fully Loaded Labor Costs– $ value of the time people spend delivering a service
• Payroll• Benefits (25% of payroll)• Overhead (120% of payroll and benefits) (labor multiplier)
Opportunity Costs– $ the organization loses by using people and resources one way rather than another
• Sales lost when sales people attend training• Production lost when operations manager attend training
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Cost is Only Meaningful in Light of Cost is Only Meaningful in Light of Benefits...Benefits...Cost is Only Meaningful in Light of Cost is Only Meaningful in Light of Benefits...Benefits...
February September
Begin
ProjectComplete
Project
January August
Conduct
Proj. Mgt.
Training Complete
Project
February
Begin
Project
$$Saved
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
The Cost of a Learning CurveThe Cost of a Learning CurveThe Cost of a Learning CurveThe Cost of a Learning Curve
Existing Employee
New HireCost of Learning
Close the gap with training
Direct LaborCost/Day
# of Days
% Below Effectiveness
Labor MultiplierX X X
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Measure Estimated Benefit
Turnover 6 Months to 2 Years of Salary
Absenteeism Cost of Replacement/Temps
Scrap Cost per Unit of Scrap
Project Completion Time Labor Costs
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
Biography: Roger Anderson, Biography: Roger Anderson, Senior Consultant, Linkage, Inc.Senior Consultant, Linkage, Inc.Biography: Roger Anderson, Biography: Roger Anderson, Senior Consultant, Linkage, Inc.Senior Consultant, Linkage, Inc.
Roger Anderson has over twenty-five years of experience in training and organizational development. He is currently a member of the Leadership and Strategy Group at Linkage and his practice is focused on leadership development and executive coaching. His recent coaching and leadership development clients include The United Nations, Adgas, Pfizer Consumer Health Care, the Belgian Armed Forces, monster.com and the Washington Hospital Center.
Roger has provided his clients with the assessment of their leadership needs, designed and implemented leadership development systems at the organization level, provided one-on-one executive coaching, and designed and implemented programs to develop the capability of leadership teams. He has designed and developed action learning programs for his clients which have enabled the organization’s leaders to develop their leadership activities while accomplishing critical work outcomes.
Roger has developed competency models and competency-based leadership development systems, performance management systems, selection systems, and succession management systems in a variety of industries including financial services, government, technology, and health care.
Roger’s other clients at Linkage have included Federal Express, Brigham & Women’s Hospital, AT&T, LEGO Systems, the International Organization for Migration in Geneva, Switzerland, Kodak, Centura Health Systems, and the Children’s Television Network, the U.S. Department of Labor, and the Virginia Department of Transportation.
As an undergraduate, Roger was involved in voter registration drives in the Watts area of Los Angeles. He spent two years as a Peace Corps Volunteer in Ahvaz, Iran. He received his Master of Human Resource Education Degree from Boston University where his work focused on the development of a model for determining the value-added benefit of training and development programs.
“Conducting Effective Assessment, Measurement & Evaluation of Training”Roger Anderson, Linkage, Inc.: +32 2 424 3423; www.LinkageInc.com
About Linkage, Inc.About Linkage, Inc.About Linkage, Inc.About Linkage, Inc.
Linkage, Inc. is an internationally recognized leadership and organizational development consulting firm:
Founded in 1988, with offices in Atlanta, Minneapolis, San Francisco, Brussels, and London, and headquarters in Lexington, Massachusetts.
Dedication to creating successful programs and customized materials/tools that address specific development needs, combining assessments, strategic education, skill-building, and global networks.
Leading provider of competency-based training on leadership and management development.
Designing and facilitating training programs that are highly interactive, practical, memorable, compelling, and offering skills and tools for on-the-job use.
Instructors and designers who are Principal and Senior Consultants with extensive experience developing and delivering development for a wide variety of leading organizations.
Commitment to a comprehensive solution that combines theoretical expertise and practical experience into a clear sequence of developmental opportunities with measurable impact.
Creator of the High Performance Leadership Model (in conjunction with Warren Bennis).
Assessment and evaluation expertise and resources to measure the business impact of development programs, as well as to evaluate the strengths and developmental opportunities of individuals and the organization.
Training 2003 Presentation: Training 2003 Presentation: Conducting Effective Assessment, Measurement Conducting Effective Assessment, Measurement
& Evaluation of Training& Evaluation of Training
Training 2003 Presentation: Training 2003 Presentation: Conducting Effective Assessment, Measurement Conducting Effective Assessment, Measurement
& Evaluation of Training& Evaluation of Training
To contact presenter, Roger Anderson:
Tel (Brussels): +32 2 424 3423
For more information about Linkage, Inc. products and services:
Tel: (781) 862-2355E-mail: [email protected]
Web: www.LinkageInc.com