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Your Groundbreaking Framework for Measurement and Reporting

Most people find measurement, analytics, and reporting daunting—and L&D professionals are no different. As these practices have become critically important for organizations’ efforts to improve performance, talent development professionals have often been slow to embrace them for many reasons, including the seeming complexity and challenge of the practices. Few organizations have a well-thought-out measurement and reporting strategy, and there are often scant resources, limited time, and imperfect data to work with when organizations do attempt to create one.

Measurement Demystified: Creating Your L&D Measurement, Analytics, and Reporting Strategy is a much-needed and welcomed resource that breaks new ground with a framework to simplify the discussion of measurement, analytics, and reporting as it relates to L&D and talent development practitioners. This book helps practitioners select and use the right measures for the right reasons; select, create, and use the right types of reports; and create a comprehensive measurement and reporting strategy.

Recognizing the angst and reluctance people often show in these areas, authors and experts David Vance and Peggy Parskey break down the practices and processes by providing a common language and an easy-to-use structure. They describe five types of reports, four broad reasons to measure, and three categories of measures. Their method works for large and small organizations, even if yours is an L&D staff of one or two. The guidance remains the same: Start small and grow.

Measurement Demystified is a great first book for talent development professionals with no prior knowledge of or experience with measurement and a valuable resource for measurement experts. Those adept at lower levels of training evaluation will grow their knowledge base and capabilities, while measurement experts will discover shortcuts and nuggets of information to enhance their practices. A more comprehensive treatment of these important topics will not be found elsewhere.

Table of Contents

  1. Cover
  2. Title Page
  3. Copyright
  4. Contents
  5. List of Figures
  6. List of Tables
  7. Foreword
  8. Preface
  9. Introduction
  10. Part I. Foundations of Measurement
    1. 1. The Talent Development Reporting Principles (TDRp) Framework
    2. Reasons for Measuring
    3. A Framework for Measurement
    4. Measurement Maturity
    5. TDRp Measures
    6. TDRp Reports
    7. The Complete TDRp Framework
    8. Integration of the TDRp Framework With Other Standard-Setting Efforts
    9. Conclusion
    10. 2. Introduction to Basic Measures
    11. The Consequences of Focusing on a Single Type of Measure
    12. The Solution: Be Purposeful About What You Measure
    13. Conclusion
  11. Part II. Measurement
    1. 3. Efficiency Measures
    2. Formal Learning Measures
    3. Informal Learning Measures
    4. Conclusion
    5. 4. Effectiveness Measures
    6. The Five Levels of Effectiveness Measures
    7. Level 1: Reaction
    8. Level 2: Learning
    9. Level 3: Behavior and Application
    10. Level 4: Results and Impact
    11. Level 5: ROI
    12. Conclusion
    13. 5. Outcome Measures
    14. The Importance of Outcome Measures
    15. Most Common Outcome Measures
    16. Types of Outcome Measures
    17. Application Rate as a Leading Indicator
    18. Flexibility in Creating Outcome Measures
    19. The Special Case of Competency Measures
    20. Conclusion
    21. 6. Creating a Measurement Strategy
    22. Why a Measurement and Reporting Strategy Is Important
    23. Steps to Create a Measurement Strategy
    24. Elements of a Measurement and Reporting Strategy
    25. Conclusion
    26. 7. Selecting Measures
    27. Measures for Programs
    28. Measures for General Studies Courses
    29. Department Initiatives
    30. Other Measures the CLO May Request
    31. Conclusion
  12. Part III. Reporting
    1. 8. Reporting
    2. Types of Reports and Data Displays
    3. Reporting to Inform
    4. Reporting to Monitor
    5. Reporting to Evaluate and Analyze
    6. Reporting to Manage
    7. Conclusion
    8. 9. The Three Management Reports
    9. Running Learning Like a Business
    10. The TDRp Management Reporting Framework
    11. Conclusion
    12. 10. Creating Your Reporting Strategy
    13. Elements of a Measurement and Reporting Strategy
    14. Report Types and Formats
    15. Plans to Generate and Distribute the Reports
    16. Resources Required for Reporting
    17. Conclusion
    18. 11. Creating Plans
    19. Creating Plans for Outcome Measures
    20. Creating Plans for Efficiency and Effectiveness Measures
    21. Conclusion
    22. 12. Reporting Year-to-Date Results and Making Forecasts
    23. Reporting YTD Results
    24. Making Forecasts
    25. Conclusion
  13. Part IV. Putting It All Together
    1. 13. Implementing Measurement and Reporting
    2. L&D’s Opportunity
    3. What’s Changing?
    4. Managing the Change
    5. Tools and Templates
    6. Conclusion
    7. 14. Pulling It All Together
    8. Key Takeaways
    9. Opportunities
    10. Closing Thoughts
  14. Appendixes
    1. A. History of the TDRp Approach
    2. B. Sample Roles and Responsibilities Agreement
    3. C. Sample Measurement and Reporting Strategy
    4. D. Sample TDRp Implementation Plan
    5. E. Glossary
    6. F. Resources on Survey Design
  15. References
  16. Index
  17. About the Authors
  18. Back Cover
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