Table 1-1. Measurement Requirements at Each Maturity Level
Table 1-2. The Role of Reporting and Analytics in the Measurement Hierarchy
Table 1-3. The Three Types of TDRp Measures
Table 1-4. Five Types of TDRp Reports
Table 1-5. Complete Measurement Requirements at Each Maturity Level
Table 1-6. Distribution and Recommended Reporting for ISO30414 Metrics
Table 1-7. The Eight Training-Related ISO-Recommended Measures
Table 1-8. Mapping: ISO Measurement Categories to TDRp Measurement Categories
Table 2-1. Guidelines on Choosing Measures
Table 3-1. Categorization of ISO Efficiency Metrics
Table 3-2. Calculation of Total Unique Participants and Total Participants
Table 3-3. Most Common L&D Efficiency Measures
Table 4-1. Measurement Levels of Kirkpatrick and Phillips
Table 4-2. Calculation Methods
Table 4-3. Results When All Questions Are Not Answered
Table 4-4. Participant Estimation Method Calculation
Table 4-5. Most Common L&D Effectiveness Measures
Table 6-1. Steps to Create a Measurement Strategy
Table 6-2. Measurement Requirements for Each Level of Maturity
Table 6-3. User Needs Analysis
Table 6-4. Summary of Measures to Use
Table 6-5. Two Approaches to Listing Recommended Measures
Table 6-6. Measurement Strategy Matrix
Table 6-7. Sample Data Sources
Table 6-8. Sample Size and Error Margins
Table 6-9. Subjective Confidence Levels for Measures From Small Populations
Table 6-10. Column Headings for a Measures Library
Table 6-11. Simple Measure Library
Table 6-12. Column Headings in the CTR Measure Library
Table 7-1. Guidance on Measurement Selection by Purpose for Measuring
Table 7-2. Plan for Measuring Programs, General Studies Courses, and Department Initiatives
Table 7-3. Recommended Measures for Programs Directly Aligned to Organizational Goals
Table 7-4. Measures of Informal Learning for Strategic Programs
Table 7-5. Recommended Measures for Sales Training Programs
Table 7-6. Recommended Measures for Quality, Efficiency, and Other Productivity Training Programs
Table 7-7. Recommended Measures for Safety Training Programs
Table 7-8. Recommended Measures for Leadership Training Programs
Table 7-9. Recommended Measures for Programs Not Directly Aligned to Organizational Goals
Table 7-10. Recommended Measures for Compliance Programs
Table 7-11. Recommended Measures for Process-Improvement Training Programs
Table 7-12. Recommended Measures for Basic Skills Training Programs
Table 7-13. Recommended Measures for Reskilling Programs
Table 7-14. Recommended Measures for Professional Skills Training Programs
Table 7-15. Recommended Measures for Onboarding Programs
Table 7-16. Summary of Recommended Core Program Measures
Table 7-17. Recommended Measures for a General Studies Course
Table 7-18. Recommended Measures for Suites of E-Learning Courses
Table 7-19. Recommended Measures for Increasing the Percentage of E-Learning
Table 7-20. Recommended Measures for Increasing Satisfaction With E-Learning
Table 7-21. Recommended Measures for Increasing On-Time Program Deliveries
Table 7-22. Recommended Measures for Increasing Participant Learning Satisfaction
Table 7-23. Recommended Measures for Increasing Overall Application Rate
Table 7-24. Recommended Measures for Increasing LMS Uptime
Table 7-25. Recommended Measures for Reducing Call Time
Table 7-26. Recommended Measures for Increasing the Use of Informal Learning
Table 8-1. Characteristics of the Three Most Common Types of Reports
Table 8-2. Measurement Requirements and the Impact on Reporting
Table 8-3. Example of a Simple Scorecard
Table 8-4. Example of a More Complex Scorecard
Table 8-5. Example of a Scorecard With Color Coding
Table 8-6. Dashboard With Drill Down Capability
Table 8-7. Example of Dashboard Drill Down by Content With Color (Views 1 and 2)
Table 8-8. View 3: Result of Double Clicking on Program A in View 2
Table 8-9. View 4: Result of Double Clicking on Program B in View 2
Table 8-10. Sample Management Report
Table 9-1. Recommended Reports
Table 9-2. Top Organizational Goals for the Next Fiscal Year
Table 9-3. Learning Plan for Achieving an Organizational Goal for Sales
Table 9-5. Important Organizational Needs
Table 9-6. Learning Plan for Onboarding
Table 9-7. Learning Plan to Increase Business Acumen
Table 9-8. Sample Department Plan for Process and System Improvements
Table 9-9. Sample Department Plan to Improve Efficiency and Effectiveness Measures for All Programs
Table 9-10. Comparison of the Three TDRp Management Reports
Table 9-11. Example of a Simple Program Report
Table 9-12. Example of a More Complex Program Report
Table 9-13. Simple Non-Strategic Program Report for Onboarding
Table 9-14. Sample Non-Strategic Program Report for Business Acumen
Table 9-15. Simple Operations Report for Program Initiatives
Table 9-16. Simple Operations Report for Department Process and System Improvements
Table 9-17. Complex Operations Report
Table 9-18. Sample Summary Report With Focus on Strategic Goals
Table 9-19. Sample Summary Report With a Focus on Non-Strategic Programs
Table 10-1. Measurement Requirements at Each Maturity Level
Table 10-2. The Three Management Reports
Table 10-3. Sample Report List With User and Frequency
Table 10-4. Sample Report List Including Generation
Table 10-5. Report List Including Generation and Distribution
Table 11-1. Parties Involved in Creating Plans
Table 11-2. Steps to Reach Agreement With Goal Owner on Program Plans
Table 11-3. Interpretations of High/Medium/Low for Qualitative Outcomes
Table 11-4. Qualitative Outcome Plan Example: Step 1
Table 11-5. Qualitative Outcome Plan Example: Step 2
Table 11-6. Qualitative Outcome Plan Example: Step 3
Table 11-7. Placement of Plans for Qualitative Outcome Measures in a Summary Report
Table 11-8. Placement of Plans for Qualitative Outcome Measures in a Program Report
Table 11-9. Quantitative Outcome Plan Example: Step 3
Table 11-10. Placement of Plans for Quantitative Measures in a Summary Report
Table 11-11. Placement of Plans for a Quantitative Outcome Measure in a Program Report
Table 11-14. Placement of Plan for Application Rate as a Next-Best Measure for Outcome
Table 11-15. Use of Weighted Average Application Rate in a Program Report
Table 11-16. Pros and Cons of Each Method to Create Outcome Measures
Table 11-17. Conceptual Framework for Planning in a Program Report
Table 11-18. Plans for Efficiency and Effectiveness Measures in Support of High Impact
Table 11-19. Plans for Efficiency and Effectiveness Measures in Support of Low Impact
Table 11-20. Plans for Effectiveness and Efficiency Measures
Table 12-1. Plan for Exploring the Creation of Outcome Measures
Table 12-5. YTD Results for Qualitative Outcome Measures
Table 12-6. Case 1: Two Ways to Express YTD Comparison for Efficiency Measures
Table 12-7. Case 2: Two Ways of Expressing YTD Comparison for Efficiency Measures
Table 12-8. Insufficient Sample Size in a Program Report
Table 12-9. Three Ways of Expressing the YTD Comparison for Effectiveness Measures
Table 12-10. Quantitative Outcome Measure Forecasts When YTD Outcome Data Are Available
Table 12-11. Example 1: Quantitative Outcome Measure Forecasts When Outcome Data Are Not Available
Table 12-12. Example 2: Quantitative Outcome Measure Forecasts When Outcome Data Are Not Available
Table 12-13. Thought Framework for Forecasting When Outcome Data Are Not Available
Table 12-15. Example of Seasonality in the Number of Total Participants
Table 12-16. Forecasts for Efficiency Measures in an Operations Report
Table 12-17. Forecasts for Effectiveness Measures in an Operations Report
Table 13-1. Assessment: Are You Ready for Management?
Table 13-2. Change Assessment Matrix
Table 13-3. Resistance and How to Address It
Table 13-4. Project Charter Example
Table 13-5. Example of a Completed Stakeholder Assessment
Table 13-6. Implementation Plan (partial
Table 14-1. Measurement Hierarchy
Table 14-2. The TDRp Management Reports
Appendix C
Table 1. Users and Their Needs
Table 2. 2021 Programs and Initiatives for L&D
Table 3. Summary of Measures by Type, Program, and Initiative
Table 4. Specific Measures by Program
Table 5. Specific Measures by Initiative
Table 6. Additional Measures to Be Aggregated Across All Programs and Courses
Table 7. Reporting Framework for 2021
Table 8. Plans to Create and Distribute Regular Reports
Table 9. Sources for the Measures
Table 10. Sampling and Surveying Strategy
Table 11. Resource Requirements for FY2021