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The Role of the Learning
Measurement Analyst

                             Moderator:
                           Kendall Kerekes

                               Panelists:
                             Danny Brown
                           Andy Chandarana
                              John Mattox
                            Shawn Overcast

                             March 6th, 2012
                              9:45 – 10:45
Panel Objectives
 Provide attendees with a comprehensive
  perspective about the knowledge, skills
  and support that learning measurement
  analysts need to be successful




14-Mar-12       © 2011, KnowledgeAdvisors   2
How?
 KnowledgeAdvisors has convened a panel
  of current employees who helped develop
  or had roles within corporate learning and
  human capital analytics groups; most were
  former clients.
 Through a question and answer session,
  the panelists will share their insights and
  experiences.


14-Mar-12        © 2011, KnowledgeAdvisors   3
Visualizing the Life of an Analyst
 Credit where credit is due…

 The next series of slides were created by Elisabeth
   Fosslien and used with credit attributed:
   http://fosslien.com/analyst/




 14-Mar-12          © 2009, KnowledgeAdvisors      4
The Learning Curve




14-Mar-12    © 2009, KnowledgeAdvisors   5
The (Symposium) Motto




14-Mar-12   © 2009, KnowledgeAdvisors   6
The “Balance”




14-Mar-12       © 2009, KnowledgeAdvisors   7
The Job Description Generator




14-Mar-12    © 2009, KnowledgeAdvisors   8
The Mindset




14-Mar-12     © 2009, KnowledgeAdvisors   9
Measurement Sustainability Model
                                             • Strong leadership for driving measurement
                                       1       with governance to support it.

         • Culture supports and drives                                                           • Roles and accountabilities for
     8                                                                                             metrics are defined with
           need for standards and common                                                   2       consistent expectations on
           talent development processes
           and measurement                                                                         what should be measured.

                                                                                           3
    • Strong desire to use the data for                                                                • Broad base of skills in
      decision making                                                                                    analytics and measurement
7   • Maturity in how data is reported and
                                                                                                   3     and strong capabilities in
      used to improve end to end talent                                                                  end-to-end measurement
      processes                                                                                          methods


                                                                                          • Established and consistent
         • Standardization for a consistent
     6     and single point of analytics with                                           4 processes, technologies and
                                                                                   Processescommunications for
           integration to and from feeder
                                                                                            measurement
           systems


                                                                 Standards,
                                             • Standards have been created for data collection
                                       5     • Data integrity exists Tools




     14-Mar-12                                       © 2011, KnowledgeAdvisors                                                 10
Evaluator Competency Model
                                        Interpersonal Skills
                                               Communication Skills
                                               Stakeholder Relationships
                                               Reflective Practices

                                        Business and Technical Skills
                                              Professional Practice
                                              T&D Process
                                              Performance Consulting
                                                 Foundations

                                        Evaluation Planning
                                               Project Management
                                               Systematic Inquiry
                                               Situational Analysis

                                        Evaluation Implementation
                                               Instrument Design
                                               Data Analysis
                                               Data Reporting




14-Mar-12   © 2009, KnowledgeAdvisors                                       11
Our Panel
   Danny Brown
   Andy Chandarana
   John Mattox
   Shawn Overcast




14-Mar-12       © 2011, KnowledgeAdvisors   12
Danny
 18 years of private, public, and non-profit workplace learning and
  performance experience
 After teaching high school math, started work as an Air Force
  contractor delivering safety & employee effectiveness training and
  began the quest for measurement of training programs
 At ASTD headquarters, managed the ROI Network
 Then at Sprint Nextel, as the learning analytics lead, responsible
  for the measurement & evaluation process using Metrics that Matter




     AJT & Associates         ROI Network             Sprint University




14-Mar-12                 © 2011, KnowledgeAdvisors                       13
Andy
 Human Capital Measurement Consultant:
  5 years as a Consultant and 2 years in HR



                                                   1-1/2 yrs establishing the
       2 yrs benchmarking everything
                                                 Human Capital Measurement
       but HR (Fin/Acct, IT, SC, etc.)
                                                 group (Center of Excellence)
        2 yrs benchmarking HR and
                                                  6 mo. in L&D designing and
       working on Employee Surveys
                                                   delivering new courses for
        and HR Metrics/Scorecards
                                                      corporate audiences




14-Mar-12                       © 2011, KnowledgeAdvisors                       14
John
 Experience: 12 years evaluating corporate training
  programs, setting measurement strategy, and leading
  measurement groups at Arthur Andersen,
  PricewaterhouseCoopers and KPMG




                                 3 FTEs              3 – 4 FTEs
             Team of          (2) Managers            Assoc Dir
               35                 Senior              Manager
            Evaluators         3 - 5 temps             Senior




14-Mar-12                © 2011, KnowledgeAdvisors                15
Shawn
               Supported consistent performance analysis and
                evaluation practices, focusing on leadership
                development and culture change, design and
                development of high-visibility programs, and measuring
                the effectiveness and impact of these programs


               Led the formation of and managed the learning &
                performance analytics function, including analysis in the
                areas of talent development, performance
                measurement, and alignment to goals & measures


               Ever-interested in the capability development of
                evaluation practitioners, she has presented and
                published on the topic, and is a founder of the LinkedIn
                special interest group, Evaluator Thought Partners



14-Mar-12           © 2011, KnowledgeAdvisors                        16
Questions
 What is the purpose of the learning measurement analyst
  for L&D?
    What are the most important tasks (and/or responsibilities) that the
     measurement person fulfills?
    To achieve what end (e.g., justify existence, demonstrate value, support
     data-driven decisions)?




 14-Mar-12                    © 2011, KnowledgeAdvisors                         17
Questions
 What Knowledge, Skills and Abilities are required for the
  role?
    What other performance support is necessary or helpful to accomplishing
     the tasks/responsibilities referenced above (e.g., tools, technology,
     process)?
    What support does the analyst need from his / her boss to be successful?
     The organization?
 What factors in the industry have impacted the role?
    How does it impact the role?
    What can L&D analysts do to prepare themselves for the role?




 14-Mar-12                    © 2011, KnowledgeAdvisors                     18
Scoping
                                        CXO
                             “Hey, I have a question.”

                                         CLO
                   “Hey, we need to answer the CXO’s question.”

                                Director of L&D
          “Hey, here are some ideas on how to answer the CXO’s question.”

                                Manager of L&D
“Hey Analyst, analyze some data on this idea on how to answer the CXO’s question”

                                  L&D Analyst




  14-Mar-12                     © 2009, KnowledgeAdvisors                    19
Analysis




14-Mar-12   © 2009, KnowledgeAdvisors   20
Reporting/Presentation
                                     L&D Analyst
                       “Hey, here’s that project you asked for.”

                                  Manager of L&D
                     “Hey, awesome. I’ll add some commentary.”

                                  Director of L&D
                    “Hey, awesome. I’ll turn this into a slide show.”

                                           CLO
            “Hey, here is a slide show answering that question you asked.”

                                           CXO
 “Huh? Oh, we decided to go in a different direction. Anyways, I have a question.”




14-Mar-12                        © 2009, KnowledgeAdvisors                    21
Contact information
 Kendall Kerekes:
  kkerekes@knowledgeadvisors.com
 Danny Brown:
  dbrown@knowledgeadvisors.com
 Andy Chandarana:
  achandarana@knowledgeadvisors.com
 John Mattox:
  jmattox@knowledgeadvisors.com
 Shawn Overcast:
  sovercast@knowledgeadvisors.com


14-Mar-12       © 2011, KnowledgeAdvisors   22

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KnowledgeAdvisors 10th Annual Analytics Symposium- Panel: The Role Of The Learning Measurement Analyst

  • 1. The Role of the Learning Measurement Analyst Moderator: Kendall Kerekes Panelists: Danny Brown Andy Chandarana John Mattox Shawn Overcast March 6th, 2012 9:45 – 10:45
  • 2. Panel Objectives  Provide attendees with a comprehensive perspective about the knowledge, skills and support that learning measurement analysts need to be successful 14-Mar-12 © 2011, KnowledgeAdvisors 2
  • 3. How?  KnowledgeAdvisors has convened a panel of current employees who helped develop or had roles within corporate learning and human capital analytics groups; most were former clients.  Through a question and answer session, the panelists will share their insights and experiences. 14-Mar-12 © 2011, KnowledgeAdvisors 3
  • 4. Visualizing the Life of an Analyst Credit where credit is due… The next series of slides were created by Elisabeth Fosslien and used with credit attributed: http://fosslien.com/analyst/ 14-Mar-12 © 2009, KnowledgeAdvisors 4
  • 5. The Learning Curve 14-Mar-12 © 2009, KnowledgeAdvisors 5
  • 6. The (Symposium) Motto 14-Mar-12 © 2009, KnowledgeAdvisors 6
  • 7. The “Balance” 14-Mar-12 © 2009, KnowledgeAdvisors 7
  • 8. The Job Description Generator 14-Mar-12 © 2009, KnowledgeAdvisors 8
  • 9. The Mindset 14-Mar-12 © 2009, KnowledgeAdvisors 9
  • 10. Measurement Sustainability Model • Strong leadership for driving measurement 1 with governance to support it. • Culture supports and drives • Roles and accountabilities for 8 metrics are defined with need for standards and common 2 consistent expectations on talent development processes and measurement what should be measured. 3 • Strong desire to use the data for • Broad base of skills in decision making analytics and measurement 7 • Maturity in how data is reported and 3 and strong capabilities in used to improve end to end talent end-to-end measurement processes methods • Established and consistent • Standardization for a consistent 6 and single point of analytics with 4 processes, technologies and Processescommunications for integration to and from feeder measurement systems Standards, • Standards have been created for data collection 5 • Data integrity exists Tools 14-Mar-12 © 2011, KnowledgeAdvisors 10
  • 11. Evaluator Competency Model Interpersonal Skills  Communication Skills  Stakeholder Relationships  Reflective Practices Business and Technical Skills  Professional Practice  T&D Process  Performance Consulting Foundations Evaluation Planning  Project Management  Systematic Inquiry  Situational Analysis Evaluation Implementation  Instrument Design  Data Analysis  Data Reporting 14-Mar-12 © 2009, KnowledgeAdvisors 11
  • 12. Our Panel  Danny Brown  Andy Chandarana  John Mattox  Shawn Overcast 14-Mar-12 © 2011, KnowledgeAdvisors 12
  • 13. Danny  18 years of private, public, and non-profit workplace learning and performance experience  After teaching high school math, started work as an Air Force contractor delivering safety & employee effectiveness training and began the quest for measurement of training programs  At ASTD headquarters, managed the ROI Network  Then at Sprint Nextel, as the learning analytics lead, responsible for the measurement & evaluation process using Metrics that Matter AJT & Associates ROI Network Sprint University 14-Mar-12 © 2011, KnowledgeAdvisors 13
  • 14. Andy  Human Capital Measurement Consultant: 5 years as a Consultant and 2 years in HR 1-1/2 yrs establishing the 2 yrs benchmarking everything Human Capital Measurement but HR (Fin/Acct, IT, SC, etc.) group (Center of Excellence) 2 yrs benchmarking HR and 6 mo. in L&D designing and working on Employee Surveys delivering new courses for and HR Metrics/Scorecards corporate audiences 14-Mar-12 © 2011, KnowledgeAdvisors 14
  • 15. John  Experience: 12 years evaluating corporate training programs, setting measurement strategy, and leading measurement groups at Arthur Andersen, PricewaterhouseCoopers and KPMG 3 FTEs 3 – 4 FTEs Team of (2) Managers Assoc Dir 35 Senior Manager Evaluators 3 - 5 temps Senior 14-Mar-12 © 2011, KnowledgeAdvisors 15
  • 16. Shawn  Supported consistent performance analysis and evaluation practices, focusing on leadership development and culture change, design and development of high-visibility programs, and measuring the effectiveness and impact of these programs  Led the formation of and managed the learning & performance analytics function, including analysis in the areas of talent development, performance measurement, and alignment to goals & measures  Ever-interested in the capability development of evaluation practitioners, she has presented and published on the topic, and is a founder of the LinkedIn special interest group, Evaluator Thought Partners 14-Mar-12 © 2011, KnowledgeAdvisors 16
  • 17. Questions  What is the purpose of the learning measurement analyst for L&D?  What are the most important tasks (and/or responsibilities) that the measurement person fulfills?  To achieve what end (e.g., justify existence, demonstrate value, support data-driven decisions)? 14-Mar-12 © 2011, KnowledgeAdvisors 17
  • 18. Questions  What Knowledge, Skills and Abilities are required for the role?  What other performance support is necessary or helpful to accomplishing the tasks/responsibilities referenced above (e.g., tools, technology, process)?  What support does the analyst need from his / her boss to be successful? The organization?  What factors in the industry have impacted the role?  How does it impact the role?  What can L&D analysts do to prepare themselves for the role? 14-Mar-12 © 2011, KnowledgeAdvisors 18
  • 19. Scoping CXO “Hey, I have a question.” CLO “Hey, we need to answer the CXO’s question.” Director of L&D “Hey, here are some ideas on how to answer the CXO’s question.” Manager of L&D “Hey Analyst, analyze some data on this idea on how to answer the CXO’s question” L&D Analyst 14-Mar-12 © 2009, KnowledgeAdvisors 19
  • 20. Analysis 14-Mar-12 © 2009, KnowledgeAdvisors 20
  • 21. Reporting/Presentation L&D Analyst “Hey, here’s that project you asked for.” Manager of L&D “Hey, awesome. I’ll add some commentary.” Director of L&D “Hey, awesome. I’ll turn this into a slide show.” CLO “Hey, here is a slide show answering that question you asked.” CXO “Huh? Oh, we decided to go in a different direction. Anyways, I have a question.” 14-Mar-12 © 2009, KnowledgeAdvisors 21
  • 22. Contact information  Kendall Kerekes: kkerekes@knowledgeadvisors.com  Danny Brown: dbrown@knowledgeadvisors.com  Andy Chandarana: achandarana@knowledgeadvisors.com  John Mattox: jmattox@knowledgeadvisors.com  Shawn Overcast: sovercast@knowledgeadvisors.com 14-Mar-12 © 2011, KnowledgeAdvisors 22

Editor's Notes

  1. Kendall—start with ShawnFor questions from the audience—please call a name and direct the questions to individuals.
  2. Kendall -- Start with Andy for first question (KSA); go to Danny for second (factors)