Prove that it Plan for happened. success Helen McPhun
The usual process
Analysis
Training...why?
Performance expectations
Two Cases : Two Stories Case # 1 Introduction of a national qualification aligned with the induction programme in an insurance company Case # 2 The implementation of a coaching programme in a district health board
Case # 1 The usual approach Design the Objectives for the Training sessions Make sure delivery isn’t on Friday – or in the room that gets too cold – and order the nicest food
Connectivity Define Measurable Outcomes Deliver Quality Training Measure Demonstrated Learning Sustain Ongoing Improvements
MBO Problem or Issue CEO or President’s Performance Objectives Managers Managers Senior Senior Senior Managers’ Performance Objectives Manager Area Managers’ Manager Area Area Performance Objectives Front line Managers’ FLM FLM Performance Objectives Front line staff’s Staff Staff Performance Objectives Delivered Solution Based on MBO Theory
Problem or Issue Business Determine Objectives Business Needs L & D needs a connected Performance Determine Just like a marketing approach – tying training Objectives Performance Needs department would! to measurable criteria that Learning Determine impact the bottom line . Objectives Learning Needs Reaction Determine Objectives Delivery Needs CONNECTIVITY Helen McPhun Based on work from MBO Theory Dr Donald Kirkpatrick Delivered Solution Drs Jack and Pattie Phillips Peter Drucker
Problem or Issue Managers Managers Senior Senior Business Objectives Manager Performance Manager & HR & HR Objectives Learning L & D L & D Objectives Trainer Delivery Trainer Objectives CONNECTIVITY Helen McPhun Based on work from MBO Theory Delivered Solution Dr Donald Kirkpatrick Drs Jack and Pattie Phillips Peter Drucker
Case # 1 - Connectivity ISSUE: External training spend too high. Problem New legislation for financial services industry. New or Issue qualifications available with flexible delivery. IMPACT NEEDED: To reduce external training spend for new inductees. To have an auditable training path for new legislation. PERFORMANCE NEEDED: To be job confident and competent after in-house induction. LEARNING NEEDED: To pass the NZQA Training Standard requirements & role requirements. DELIVERY NEEDED: To engage learners in a Delivered meaningful way. To making learning relevant Solution and applicable. To raise confidence.
Problem or Issue Quantify ROI With a connected approach Measure impact of L & D can provide performance quantifiable data to show how the department’s Check performance improved initiatives impact the bottom line. Just like the marketing Check they learned department can! Engage Learners CONNECTIVITY Helen McPhun Based on work from MBO Theory Delivered Solution Dr Donald Kirkpatrick Drs Jack and Pattie Phillips Peter Drucker
Problem or Issue Learners loved it. They found relevance in each learning task they did. They got to see how the tasks were integrated into real work. They found the material more helpful when they started their role than the Level 1 - Engagement control group had found. Delivered Solution
Problem or Issue The test and assessment activities flowed from regular tasks. Each task was realistic and integrated into workplace situations. The learning was connected and Level 2 - Learning measured. All learners achieved their competency standards. Delivered Solution
Problem or Issue After induction compared to the control group, new staff: Level 3 Performance asked fewer questions made fewer errors demonstrated better decision making skills improved speed to competency Delivered Solution
Problem or Issue Level 4 Impact from Speed to competence reduced from performance 8 weeks to between 2 to 4 weeks post training. External training cost eliminated. Desirability for job seekers improved. Staff said they were more likely to stay with the company ... And a natural by-product: ....Compliant for Financial Advisers Act Delivered Solution
PILOT GROUP COSTS Pre Programme Analysis and Planning One off cost Development of Material One off cost Recognition of Prior Learning Assessments One off cost Induction Delivery Recurring cost Balance of Assessments – throughout Recurring cost year Which will reduce Evaluation $0 $53,688 TOTAL COSTS Control group costs $50,025 All recurring Recurring costs $37,680 costs One off costs $16,008
PILOT GROUP BENEFITS Savings on speed to competence $56,250 Industry Training Org (ITO) Allowance $3,150 Savings in external training fees $10,920 Savings due to reduction in staff churn $20,400 $90,720 TOTAL Benefits ** to allay scepticism the ROI was done with and without this figure
Problem or Issue Quantify ROI FIRST YEAR ROI 69% Conservative ROI 31% SECOND YEAR ROI 141% Conservative ROI 87% Delivered Solution
Integrity
Problem or Issue Calculate ROI Managers Managers Senior Senior Level 4- Impact of Business Determine Performance Objectives Business Needs Manager Manager Determine & HR Performance & HR Level 3 - Performance Performance Needs Objectives L & D Level 2 - Learning Learning Determine L & D Objectives Learning Needs Trainer Trainer Delivery Determine Level 1 - Engagement Objectives Delivery Needs CONNECTIVITY Helen McPhun Based on work from MBO Theory Delivered Solution Dr Donald Kirkpatrick Drs Jack and Pattie Phillips Peter Drucker
Two Cases : Two Stories Case # 1 Planned for success and proved that it happened
Background for Case # 2 GROWTH today Return tomorrow Imple Im lementatio ion of a coachin ing programme in in a dis istri rict healt lth board A NZ Health Board Coaching Programme
The usual approach A general understanding of Acknowledgement the overall goals of an underlying purpose A desire to engage the This better get some sort of result! coachees
Objectives Business Performance Learning Delivery Objectives Objectives Objectives Objectives • Maintain or Positively Achieve own Have a positive developmental increase influence: reaction to the objectives. • productivity leading coaching Increased change programme and • Remain with confidence: • communication the process. • leading change DHB • planning • communication • coping with • BAU and • planning change staff feel • coping with • decision engaged & change making • decision do not • efficiency making hinder • effectiveness • efficiency progress • effectiveness
Data Collection Methods Evaluation methods (what/how) People (who) – Surveys – Coaches – Focus groups – Coachees – Interviews – Managers – Follow ups – HR Time frames (when) – Pre – Mid – Post
Turning intangibles into results Confidence & increased performance in: Increase in: Leading change Performance Communication Efficiency Planning Effectiveness Dealing with difficulties Coping with change Decision making
Performance I prepare and plan for meetings better and they are now much more efficient My input into meetings feels more valuable. Improved facilitation of meetings leads to tangible outcomes - rather than agenda items rolling around for months on end.
Business as usual There doesn’t seem to be a lot of angst – I’m not sensing People sound highly resistance and anxiety, motivated and engaged which is usual for things in the process. like this
Cost - Benefit Costs Benefits Pre-programme Increased analysis - Conservative $$ productivity planning estimate of time More efficient, saved Development better planned triangulated with costs meetings coach, coachee, management Less fire fighting re $15524.00 Delivery costs resistance Conservative $$ Commitment to Operational costs estimate of lower DHB staff churn Easier to attract Evaluation costs Positive talk of DHB staff – $$ not quantified
After one year Benefit/Cost Total Costs Total Benefits Ratio Year One 15524 24108 1.55 (Conservative) Year One without having to 15524 40908 2.64 replace one coachee Year One without having to replace one 15524 36108 2.33 coachee’s staff member
After one and two years Total Costs Total Benefits Benefit/Cost Ratio Year One 7762 24108 3.1 (Conservative) Year Two 7762 41328 5.32 (Conservative)
Integrity
Results
Lessons learned
Two Cases : Two Stories Case # 1 Planned for success and proved that it happened Case # 2 Planned for success and proved that it happened
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