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Frequently	Asked	Questions
2019 PeopleFluent
Strategy + Technology:
A Winning Combination for Effective Learning
Nancy	Dietz,	MA.Ed.,	CPLP
Customer	Success	Manager
Sam	Howes
Director,	Mid	Market	Sales
•  Describe	Effective	Learning
•  How	do	we	provide	
effective	Learning
•  How	do	we	capture	data?
•  What	do	we	do	with	data?	
Agenda
https://www.strategyex.com/about-strategy-execution/press-releases/2010/organizations-
fail-to-tie-learning-to-business-impact	
https://info.udemy.com/rs/273-CKQ-053/images/State_of_the_ROI_of_Learning_report.pdf?
mkt_tok=eyJpIjoiWlRVNFpUaGhNV0k0TkRFdyIsInQiOiJxMHBXZ2V2UU9WQVdMYkVMKzV0UUd1TkwwcldMbE5jT
3doa1NuSTNKNEc0c0xZMkE0ckFPTU9sN3EwK2ZlQ3IrbHdUM2tFa2RYZERYQWtoR004U3Q5T3dtekVPQnpWUTd6
UE80QU5ySzUzXC9ZQVN2VXl1ZDRXVmNYTjkxT3lMeisifQ%3D%3D	
Strategy + Technology
Effective Learning
•  2011	global	survey:	
•  50.7%		did	not	measure	business	impact	
•  49.3%	did	measure	for	business	impact	
•  For	the	ones	that	measure	
•  Used	anecdotal	evidence	
•  No	specific	methodology	
•  2018	Udemy	for	Business,		“State	of	
the	ROI	of	Learning	Report”	
•  44%	rated	5	out	of	5	(Very	Well)	
•  31%	rated		4	out	of	5	
•  16%	rated	3	out	of	5	
•  5%	rated		2	out	of	5	
•  5%	rated	1	out	of	5	(Not	Very	Well)	
•  For	the	ones	that	measure	
•  Used	Kirkpatrick	Level	1
Strategy + Technology
•  Kirkpatrick	Partners:	Modern	application	of	the	Kirkpatrick	Model		
•  ATD’s	Certified	Professional	in	Learning	and	Performance	(CPLP)	certification	
model	includes	Evaluating	Learning	Impact		
•  xAPI	standards	
•  Analytic	Software	&	Data	Scientist	
•  Executive	support	to	identify	and	apply	information	to	improved	business	
success	
Effective Learning: 2019
Strategy + Technology
Understand	Business	
Strategy	
Understand	
Business	Goals	
or	Drivers	
Reduce	Expenses	
Generate	
Revenue	
Build	Employee	
Engagement	
Understand	how	Learning	
will	be	linked	and	its	
context	
STRATEGY
How do we provide
effective learning?
Where do
we begin?
DESIGN	WITH	BUSINESS	
GOAL/DRIVER	
TRACK	&	EVALUATE	
LEARNING:
FORMAL	AND	
INFORMAL
ANALYZE	&	SHARE	
RESULTS
IDENTIFY	&	IMPLEMENT	
INTERVENTION
REVIEW	BUSINESS	
GOAL/DRIVER
Strategy + Technology
Design:	Popular	Models	
•  ADDIE	or	ISD	
•  Agile	Design	
•  Design	Thinking	
•  System	Thinking	
•  X	Problem	
Images	from:	http://www.nwlink.com/~donclark/design/design_models.html	
Strategy + Technology
https://www.chieflearningofficer.com/2019/09/23/so-you-want-to-measure-impact-now-what/	
Measurement Map
Strategy + Technology
Time and Resource Considerations
Strategy + Technology
●  How critical is the initiative to the success of the organization?
●  How frequently will the content, system, or process change?
●  Are there legal concerns about measuring the impact of the training (compliance issues)?
●  Are you measuring confidence, competence or both?
●  Do you have the infrastructure to provide the necessary data for measurement analysis?
●  What do you plan to do with the information? Are you REALLY going to use it?
●  Will your organization's culture embrace the idea of any kind of measurement?
●  What accountability is in place to ensure measurement and transfer of learning takes place?
ATD	article,	https://www.td.org/newsletters/atd-links/ten-ways-to-measure-learning-impact
Data	
• Track	Learning	
• Formal	and	Informal	Tools	
Information	
• Analyze	
• “Make	the	data	talk”	
Knowledge	
• Use	Information	
• Identify	&	Implement	an	intervention	
Capture and Using Data
Strategy + Technology
COURSE	
EVALUATIONS	
360	FEEDBACK	 ASSESSMENTS	 OBSERVATIONS	 EXTERNAL	
REPORTS
PROGRESS	
REPORTS	
Strategy + Technology
TECHNOLOGY
Track Learning: Formal Tools
Visual	Learning	Journey	 Gap	Analysis	for	Current	and	Future	Careers	
Tracking Learning: Informal Tools
Strategy + Technology
Course	Progress		
Tracking Learning: Informal Tools
Strategy + Technology
Strategy + Technology
Track
Learning:
Identify Gaps
Practice	Workshops	
and	Skill	Checks	
Observation
Video	scenarios
Strategy + Technology
Track
Learning:
Support
Materials
• Video	on	completing	the	annual	performance	form
• Success?	Forms	are	completed	accurately	on	first	attempt.	
• Reduced	support	from	HR	answering	questions	via	phone	or	email
• Operating	equipment
• Onboarding	–	set	up	standing	desk;	dependent	tasks	(sequencing)
• AR/VR	are	expensive,	when	instant	mobile	responsive	video	could	
be	used	(manufacturing)
• Learners	are	videotaped,	then	upload	as	User	Generated	Content	–	
reviewable	by	Subject	Matter	Experts.	
On	demand	“how	to”	guides,	videos
• Can	be	done	during	performance	appraisals
• Can	be	done	as	part	of	a	course		or	post-work	
Learners	pledge	to	achieve	X	
• Review	progress	by	manager	or	mentor
• Initiate	required	alterations
• Use	LMS	to	initiate	this	follow-up	review	time	–	enroll	in	f/u	class	
(ILT	or	VILT)	or	just	a	task	for	learner	and	manager	to	meet
Follow-up	in	30,	60,	90	days	plus	6,	9,	12	months
Strategy + Technology
Track
Learning:
xAPI
Video Interaction
User Generated Content
•  Aggregate	
•  Categorize	
•  Pivot	Tables	
•  Graphical	Displays	
•  Analytics		
•  Compare	data	
•  Identify	Trends	
•  Traditional	embedded	charts	
(depending	on	your	technology)	
•  Full	package	to	generate	more	
complex	comparisons	
	
Strategy + Technology
Analyze and Share Results
Standard	
Strategy + Technology
Strategy + Technology
Graphical Displays
Strategy + Technology
Share Results
Identify and Implement the Intervention
Strategy + Technology
Edit Learning Design
for activities or length
Create job aids
Modify policies and/or
procedures.
Modify workflows
Provide positive
reinforcement to encourage
progress
Service
•  Increased	Net	
Promoter	Scores	
•  HCAAPS	scores
Safety
Reduced	lost	time	
accidents
Production
Increased	
throughput
Culture
Increased	
requests	for	
learning
Whatever	your	
business	goal	
may	be…
Strategy + Technology
Review Business Goal
Strategy + Technology
Recap
•  Understand	Business	Industry	
•  Understand	Business	Goals	
•  Design	as	a	Business	Partner	
•  Incorporate	measurement	milestones	
•  Capture	data	
•  Analyze	&	Share	Information	
•  Review	Business	Goal	for	intervention	
effectiveness	
•  Course	Evaluations	
•  360	Feedback	
•  Observations	
•  Assessments	
•  xAPI	
•  Excel	with	Pivot	Tables	
•  Analytic	software	
Strategy Technology
Strategy + Technology
Measuring the business impact of learning:
What we’ve learned
December	12,	2019		|		2:00pm	ET	
TOMORROW	–	Register	now!
For more information:
www.peoplefluent.com
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Register for the next webinar!
Measuring the Business Impact of
Learning: What We’ve Learned
Thursday, December 12, 2019
Webinars start at 2 p.m. Eastern / 11 a.m. Pacific
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STRATEGY + TECHNOLOGY A WINNING COMBINATION FOR EFFECTIVE LEARNING MEASUREMENT