Using an Evidence-Based Learning Strategy to Win Hearts and Minds

Laura Overton
Laura OvertonInternational speaker, Author, Facilitator, Industry analyst
Creating an evidence-based
strategy
13th May 2015
Laura Overton, Founder – Towards Maturity
@LauraOverton
Ruth Stuart, L&D Research Adviser – CIPD
@RStuartCIPD
HOW DOES L&D DELIVER BUSINESS VALUE?
Achieving alignment
@RStuartCIPD @LauraOverton
Achieving greater
business alignment
is the number 1
focus for L&D
professionals over
the next 2 years
…organisations
that measure the
impact of L&D are
more likely to be
aligned to
business needs…
Lack of clarity
regarding the
business
strategy
Changing /
conflicting
business
priorities
Lack of
business
insight
Barriers to alignment
L&D
undervalued
Silo culture
Lack of
resources
@RStuartCIPD @LauraOverton
Learning evaluation
• Half do not conduct any evaluation on the majority of L&D
activities, or limit it to satisfaction
• Just 7% evaluate the wider impact on the business and/or society
@RStuartCIPD @LauraOverton
WHICH OF THE FOLLOWING
BUSINESS OUTCOMES JUSTIFY
A SUBSTANTIAL INVESTMENT IN
WORKFORCE DEVELOPMENT?
→ Lower employee turnover
→ Increased employee engagement
→ Positive ROI
→ Change in business direction
→ Reduced cost
→ Increased productivity
→ Greater responsiveness to the new
→ Increased profitability
→ Stronger Employee brand
55% Increased productivity
40% Greater responsiveness to new
39% +ve employee engagement
37% Increased profitability
36% Lower employee turnover
ECONOMICS INTELLIGENCE UNIT EVIDENCE
22% Positive ROI
18% Reduced cost
14% Change in business direction
11% Stronger Employee brand
Economic Intelligence Unit Sept 2014
Today’s L&D
professionals
also want more.
Data-Driven
Decision Making
Business leaders
use data to:
Persuade
Prioritise
Personalise
Predict
Plan
Improve
performance
Outperformer:
An organisation with clear purpose
that uses benchmarking to continually
stay ahead of its peers!
“
”
WHAT EVIDENCE IS
THERE THAT CAN A
MODERNISED
LEARNING STRATEGY
CAN ADD REAL
BUSINESS VALUE?
Persuade and Prioritise
Gaining Market Share
17% rise in customer satisfaction
10% improvement in revenue
Talent
9% reduction in attrition
17% improvement in engagement
14% improvement in productivity
12% reduction in time to competency
Deliver New Products & Services
Change new products & services 23% faster
Roll out new IT applications 26% faster
Independent evidence from over 400 L&D leaders:
Gaining Market Share
17% rise in customer satisfaction
10% improvement in revenue
Talent
9% reduction in attrition
17% improvement in engagement
14% improvement in productivity
12% reduction in time to competency
Deliver New Products & Services
Change new products & services 23% faster
Roll out new IT applications 26% faster
Independent evidence from over 400 L&D leaders:
AND Deliver Efficiency
- 17% Cost reduction
+21% Volume
- 22% Delivery time
- 20% Study time
How Do our Staff Learn Best?
91% learners learn from collaboration with team workers
81%from manager support
73%from web search
64% from formal education courses
50% from live online learning, mobile or self paced e-learning
82% want to learn at their own pace
What is stopping staff
from learning online?
63% Lack time
40% Can’t find what they need
41% Irrelevant content
28% Lack of somewhere appropriate to study
26% Uninspiring content
25% Technology issues
22% unclear objectives
5,700 staff
ONLY 1/3
OF L&D LEADERS KNOW
HOW THEIR STAFF
ACTUALLY LEARN AT
WORK…
This type of evidence helps
us to Predict and Plan
Metrics used always or frequently
Learner
reflection
(80%)
Manager
reflection &
feedback
(52%)
HR metrics
(e.g. absence)
(39%)
Standard
internal
measures (e.g.
engagement)
(37%)
Strategic
measures
(e.g. business
behaviours)
(35%)
Stakeholder
reflection and
feedback (35%)
ROI
(22%)
@RStuartCIPD @LauraOverton
Business
metrics
(32%)
Using the findings
Always or frequently:
• 66% update the L&D intervention
• 52% share the results with the business
• 53% review the delivery method
• 49% share the results to specifically inform business
strategy
1 in 5 say they produce a report of summary of the
findings but rarely act on the data!
@RStuartCIPD @LauraOverton
Those who are doing things differently are
more likely to be aligned
They always or frequently:
• Update the L&D intervention (84% vs. 48%)
• Share the results beyond HR (75% vs. 33%)
• Share results to inform business strategy (71% vs.
29%)
@RStuartCIPD @LauraOverton
Barriers
IT systems
39%
Funding
28%
L&D / HR
capability to
conduct
evaluation
25%
Quality of
data
32%
Other business
priorities
45%
Other L&D / HR
priorities
21%
@RStuartCIPD @LauraOverton
Do we have the skills?
• L&D: Evolving roles, enhancing skills research
Analytical capability is a critical gap
• Towards Maturity Benchmark:
96% consider programme evaluation a priority
41% say they have the skills in-house
@RStuartCIPD @LauraOverton
To drive change and use evidence
effectively we need to invest in
ourselves first
What skills do you need to build?
21@RStuartCIPD @LauraOverton
Data-Driven
Decision Making
Business leaders
use data to:
Persuade
Prioritise
Personalise
Predict
Plan
Improve
performanceOutperformer:
An organisation with clear purpose
that uses benchmarkingto
continually stay ahead of its peers!
“
”
Note of caution about L&D benchmarks
About benchmarking
TM Index
THE TOP 10%
New for 2014
Exploring effective practices of the top
performing learning organisations
DNA of the Top Deck
companies
Improved application
of learning in the
workplace
Faster response to
changing business
conditions
Increased
productivity
on the job
TOP DECK Average
New Learning benchmarks
Creating an evidence based
learning strategy – where next?
• External evidence
• To influence change
• Within the team
• Within the business
• To inform decision making
• To focus on outcomes
• Benchmarking
• External evidence to improve internal
performance
• Internal Evidence
• To engage and motivate
• To inform
@RStuartCIPD @LauraOverton
Share your email address to
receive a CIPD and Towards
Maturity evidence resource pack
What will you do differently?
28@RStuartCIPD @LauraOverton
Thank you
Get in touch at @RStuartCIPD or @LauraOverton
29
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Using an Evidence-Based Learning Strategy to Win Hearts and Minds

  • 1. Creating an evidence-based strategy 13th May 2015 Laura Overton, Founder – Towards Maturity @LauraOverton Ruth Stuart, L&D Research Adviser – CIPD @RStuartCIPD
  • 2. HOW DOES L&D DELIVER BUSINESS VALUE?
  • 3. Achieving alignment @RStuartCIPD @LauraOverton Achieving greater business alignment is the number 1 focus for L&D professionals over the next 2 years …organisations that measure the impact of L&D are more likely to be aligned to business needs…
  • 4. Lack of clarity regarding the business strategy Changing / conflicting business priorities Lack of business insight Barriers to alignment L&D undervalued Silo culture Lack of resources @RStuartCIPD @LauraOverton
  • 5. Learning evaluation • Half do not conduct any evaluation on the majority of L&D activities, or limit it to satisfaction • Just 7% evaluate the wider impact on the business and/or society @RStuartCIPD @LauraOverton
  • 6. WHICH OF THE FOLLOWING BUSINESS OUTCOMES JUSTIFY A SUBSTANTIAL INVESTMENT IN WORKFORCE DEVELOPMENT? → Lower employee turnover → Increased employee engagement → Positive ROI → Change in business direction → Reduced cost → Increased productivity → Greater responsiveness to the new → Increased profitability → Stronger Employee brand
  • 7. 55% Increased productivity 40% Greater responsiveness to new 39% +ve employee engagement 37% Increased profitability 36% Lower employee turnover ECONOMICS INTELLIGENCE UNIT EVIDENCE 22% Positive ROI 18% Reduced cost 14% Change in business direction 11% Stronger Employee brand Economic Intelligence Unit Sept 2014
  • 9. Data-Driven Decision Making Business leaders use data to: Persuade Prioritise Personalise Predict Plan Improve performance Outperformer: An organisation with clear purpose that uses benchmarking to continually stay ahead of its peers! “ ”
  • 10. WHAT EVIDENCE IS THERE THAT CAN A MODERNISED LEARNING STRATEGY CAN ADD REAL BUSINESS VALUE? Persuade and Prioritise
  • 11. Gaining Market Share 17% rise in customer satisfaction 10% improvement in revenue Talent 9% reduction in attrition 17% improvement in engagement 14% improvement in productivity 12% reduction in time to competency Deliver New Products & Services Change new products & services 23% faster Roll out new IT applications 26% faster Independent evidence from over 400 L&D leaders:
  • 12. Gaining Market Share 17% rise in customer satisfaction 10% improvement in revenue Talent 9% reduction in attrition 17% improvement in engagement 14% improvement in productivity 12% reduction in time to competency Deliver New Products & Services Change new products & services 23% faster Roll out new IT applications 26% faster Independent evidence from over 400 L&D leaders: AND Deliver Efficiency - 17% Cost reduction +21% Volume - 22% Delivery time - 20% Study time
  • 13. How Do our Staff Learn Best? 91% learners learn from collaboration with team workers 81%from manager support 73%from web search 64% from formal education courses 50% from live online learning, mobile or self paced e-learning 82% want to learn at their own pace
  • 14. What is stopping staff from learning online? 63% Lack time 40% Can’t find what they need 41% Irrelevant content 28% Lack of somewhere appropriate to study 26% Uninspiring content 25% Technology issues 22% unclear objectives 5,700 staff
  • 15. ONLY 1/3 OF L&D LEADERS KNOW HOW THEIR STAFF ACTUALLY LEARN AT WORK… This type of evidence helps us to Predict and Plan
  • 16. Metrics used always or frequently Learner reflection (80%) Manager reflection & feedback (52%) HR metrics (e.g. absence) (39%) Standard internal measures (e.g. engagement) (37%) Strategic measures (e.g. business behaviours) (35%) Stakeholder reflection and feedback (35%) ROI (22%) @RStuartCIPD @LauraOverton Business metrics (32%)
  • 17. Using the findings Always or frequently: • 66% update the L&D intervention • 52% share the results with the business • 53% review the delivery method • 49% share the results to specifically inform business strategy 1 in 5 say they produce a report of summary of the findings but rarely act on the data! @RStuartCIPD @LauraOverton
  • 18. Those who are doing things differently are more likely to be aligned They always or frequently: • Update the L&D intervention (84% vs. 48%) • Share the results beyond HR (75% vs. 33%) • Share results to inform business strategy (71% vs. 29%) @RStuartCIPD @LauraOverton
  • 19. Barriers IT systems 39% Funding 28% L&D / HR capability to conduct evaluation 25% Quality of data 32% Other business priorities 45% Other L&D / HR priorities 21% @RStuartCIPD @LauraOverton
  • 20. Do we have the skills? • L&D: Evolving roles, enhancing skills research Analytical capability is a critical gap • Towards Maturity Benchmark: 96% consider programme evaluation a priority 41% say they have the skills in-house @RStuartCIPD @LauraOverton
  • 21. To drive change and use evidence effectively we need to invest in ourselves first What skills do you need to build? 21@RStuartCIPD @LauraOverton
  • 22. Data-Driven Decision Making Business leaders use data to: Persuade Prioritise Personalise Predict Plan Improve performanceOutperformer: An organisation with clear purpose that uses benchmarkingto continually stay ahead of its peers! “ ”
  • 23. Note of caution about L&D benchmarks
  • 24. About benchmarking TM Index THE TOP 10% New for 2014 Exploring effective practices of the top performing learning organisations
  • 25. DNA of the Top Deck companies Improved application of learning in the workplace Faster response to changing business conditions Increased productivity on the job TOP DECK Average
  • 27. Creating an evidence based learning strategy – where next? • External evidence • To influence change • Within the team • Within the business • To inform decision making • To focus on outcomes • Benchmarking • External evidence to improve internal performance • Internal Evidence • To engage and motivate • To inform @RStuartCIPD @LauraOverton Share your email address to receive a CIPD and Towards Maturity evidence resource pack
  • 28. What will you do differently? 28@RStuartCIPD @LauraOverton
  • 29. Thank you Get in touch at @RStuartCIPD or @LauraOverton 29