Evaluating the experiential, a quick guide - David Ritchie (Outward Bound Trust)

1. #AGRDC15
RUPERT ANGEL

2. EVALUATING
THE EXPERIENTIAL
A quick guide by
The Outward
Bound Trust
@david_ritchie

3. THE
POSSIBILITIES
ARE ENDLESS
 Five Level ROI Model
 Context, Input, Process, Product
 Responsive Evaluation Model
 Congruence-Contingency Model
 Alkins' UCLA Model
 Goal-Free Evaluation Approach
 Provus's Discrepancy Model
 Connoisseurship Evaluation
 Illuminative Evaluation Model
 Portraiture Model
 Kirkpatrick Levels
@david_ritchie

4. BENCHMARKING
TRUST
LEARNING
FUNCTION
RETURN ON
EXPECTATION
RETURN ON
INVESTMENT
SHORT
TERM
LONG
TERM
METRICS
© CIPD Model of value and
evaluation @david_ritchie

5. DO
NOTHING
MINIMAL
ACTION
EVALUATION
PROCESS
YOUR
OPTIONS

6. DO
NOTHING
Shouldn’t be considered an option
What will you say when your FD asks you to
validate your investment in training?
@david_ritchie

7. MINIMAL
ACTION
What can do you with your
existing resources?
Learners create action plan
support from manager
Interim reviews to measure
progress and final review to set
future actions
@david_ritchie

8. EVALUATION
Some of the major steps include:
Identify training needs
Plan and design programme
Brief learners prior to programme
Identify learners’ existing knowledge
Complete reactionnaire or LQ
Devise action plan
Post-programme debrief
Reviews
Assessment of ROI
@david_ritchie

9. THE TRUST’S
BLENDED APPROACH
3 critical questions
Engagement with stakeholders
RITES
Kirkpatrick Levels 1-3
@david_ritchie

10. BEFORE YOU GO...
 Large, expensive and business-
critical programmes will always
justify more evaluation and
scrutiny than small, one-off,
training activities.
 Training managers should
clarify measurement and
evaluation expectations with
senior management prior to
embarking on substantial new
training activities
 A senior executive is always
likely to ask, "What did we get
for our investment?”As L&D
professionals, we need to be able
to give a full and detailed
response.
@david_ritchie

11. Tell us what you
thought of our
quick guide:
@david_ritchie
David Ritchie
07968 607636
david.ritchie@
outwardbound.org.uk