Constructing the Outcome Statement by: Dave Vance President, Manage Learning LLC TDRP Logo and Color Scheme tdrp Talent Development Reporting principles Logotype Font: Adobe Garamond Pro Regular and Semibold Revised - September 1, 2012 Constructing the Outcome Statement Introduction Introduction Talent Development Reporting principles (TDRp) recommends the creation of an Outcome Statement in addition to Effectiveness and Efficiency Statements. Many learning organizations already create some version of these latter two statements to review progress and manage their function.1 The Outcome Statement, however, is new for most organizations. While simple in appearance, it may be more challenging to develop. The Outcome Statement collects the organization’s key goals and learning’s expected impact on achieving those goals. The statement should list the top (5-10 goals of the organization in priority order (either by priority number or by high/ medium/low) as rows in the statement. Goals should be listed even if no learning is planned to achieve them. The row(s) beneath each goal include the impact or measure of success of the planned learning programs (if any) that support the goal. For example, under a company goal to increase sales by 10%, we might have a line called Impact of Training which would indicate that the stakeholder and learning leaders expect training to increase sales by 3% (example of a level 4 impact), or to have an application rate of 70% (example of a level 3 measure), or that 80% of the participants expect to apply it (example of a level 1 predictive measure). Step 1. TDRP Logo and Color Scheme Revised - September 1, 2012 tdrp Talent Development Reporting Principles Logotype Font: Adobe Garamond Pro Regular and Semibold Columns for the high-level Outcome Statement include, at a minimum, annual data for Last Year’s Actual, Current Year Plan, and Year-to-Date Actual. Your organization may also choose to generate a detailed Outcome Statement containing more frequently refreshed data (monthly or quarterly) and/or more granular information (e.g., business unit or district level). The detailed statement does not require a plan or target for each measure. 1. The Effectiveness Statement collects the Kirkpatrick-Phillips Level 1-5 measures and the Efficiency Statement collects cost, activity, utilization and cycle-time measures. www.TDRprinciples.org | Page 1 Constructing the Outcome Statement Constructing the Outcome Statement Tips for Getting to Agreement on the Impact % 1. Ask the stakeholder to list all the factors likely to lead to higher sales. 2. Then ask the stakeholder to prioritize them. Then explain that the next step is to assign percentages to each so they add to 100% 3. Work your way down the list starting from the most important. 4. Revise as necessary until stakeholder is comfortable. 5. At the end, the stakeholder may say something like, “I guess training should contribute about 30%-40%” Tho which you might say, “Shall we just use 30% to be conservative?” Construction of the Outcome Statement starts with identifying the key goals for the coming year, usually through a discussion by the CLO with the CEO or other senior leaders. This discussion should occur before the new fiscal year begins; consequently, a written plan for the coming year will not likely be available for review. (However, it would be good preparation to review the written plan for the current year if one is available.) Ask the CEO what the goals are likely to be for next year and their priority and who the other stakeholders will be, so you can schedule meetings with them to better understand their goals and determine what role learning has to play in achieving them. Next, meet with the stakeholder of each high-priority goal. Engage in a good discussion about the goal and what will be required in general to achieve the goal. Then explore whether learning might help achieve the goal. If learning can contribute, agree (at least in broad terms) on the types of programs, target audience, completion dates, costs, and most importantly, the expected impact of learning on the goal or at least some measure of success. Some goals will be “carry over” goals and you may have had these discussions with the stakeholder previously. In cases like these, you can just focus on any new programs for the coming year and their expected impact. If the goal is new or you have not worked with expected impact of learning may require multiple meetings. Ensure you conduct these initial meetings with the senior stakeholder. Gaining agreement on the broad program elements and the expected impact of learning must occur with the individual who is ultimately accountable for the organization’s success in achieving the goal. Do not let the senior stakeholder (like the SVP of Sales) delegate these meetings to their staff because staff cannot speak for the stakeholder in agreeing on expected impact. Likewise, the CLO or VP of Training should be in these initial meetings. Staff from both sides may be present and can work the detail later. The goal is to engage in a healthy discussion and arrive at a reasonable and mutually agreeable measure of success for the training program. For some programs (like those in support of a goal to increase sales by 10%), it may be possible to reach agreement on the expected impact of learning on achieving the goal. For example, the stakeholder and CLO may agree that the proposed training program, properly conceived, developed, delivered, supported, and reinforced, should contribute 30% towards the goal of a 10% increase in sales. In this case, the impact of training would be a 3% (30% x 10%) increase in sales. TDRP Logo and Color Scheme Revised - September 1, 2012 tdrp Talent Development Reporting Principles Logotype Font: Adobe Garamond Pro Regular and Semibold www.TDRprinciples.org | Page 2 Constructing the Outcome Statement TDRP Logo and Color Scheme tdrp The goal is to find a measure that is Talent Development Reporting Principles meaningful, roughly Logotype Font: Adobe Garamond Pro Regular and Semibold right and mutually agreed on. TDRP Red: 100 M / 95Y R 237 / G 28 / B 41 TDRP Gray: 60%K R 128 / G 130 / B 133 Accent Colors 70 C / 10 M / 35Y R 65 / G 174 / B 173 55 M / 90 Y R 246 / G 139 / B 51 45 C / 80 Y R 151 / G 203 / B 100 100 Y R 252 / G 239 / B 71 However, in some cases it may not be possible or practical to get agreement on a quantitative forecast for the expected isolated impact of learning. Instead, the stakeholder and CLO may agree on a qualitative measure like High, Medium, or Low impact of training. Agreement on a “High” impact would be appropriate if learning was expected to play the major role (e.g., more than 50% contribution) in achieving the goal. Agreement on a “Low” impact would be appropriate if learning was expected to play a minor role (e.g., less than 20% contribution). In this case, there are probably multiple other factors which are expected to have a greater impact on the goal. Agreement on a “Medium” impact would be appropriate if the contribution of learning is expected to fall in between “High” and “Low.” Again, the point is to have the discussion with the stakeholder and agree on some measure of the isolated impact of learning before the program is begun. For yet other programs, especially those that support goals only indirectly, it may not be feasible or desirable to try to forecast the isolated impact of the training (either quantitatively or qualitatively). Instead, the CLO and stakeholder may agree on a proxy for impact or some other measure of success. An example of a proxy measure for a learning program to teach leaders how to be better coaches might be the time spent by leaders coaching their employees. The assumption is that if leaders spend the time coaching they will apply their new skills and improve their coaching. Time spent coaching could be captured by a simple survey from a sample of leaders. Another example would be the use of an application rate (a level 3 measure) as a proxy for isolated impact. The assumption is that if participants apply their learning, the program will have an impact on the goal. Other proxies might include the participants’ predicted impact of training (a predictive level 3 measure), or customer or patient satisfaction ratings or supervisor ratings of the program’s effectiveness (level 1 measures). While ideally you would like to reach agreement on Level 4 measure of impact, remember that no measure is perfect. If a Level 4 measure cannot be identified, do the best you can. The goal is to find a measure that is meaningful, roughly right, and mutually agreeable. TDRP Logo and Color Scheme Revised - September 1, 2012 tdrp Talent Development Reporting Principles Logotype Font: Adobe Garamond Pro Regular and Semibold Last, there are some programs (e.g., basic skill building for new hires) where even use of a proxy may not make sense. The stakeholder and the CLO may agree that the training is absolutely essential to the employee’s performance on the job. In other words, the employee would be totally ineffective and may even cause harm to fellow employees or customers if they are not properly trained. In these cases, if no measure of isolated impact or proxy presents itself, the stakeholder and the CLO may agree to use “Essential” as the impact of training. Obviously, the use of “Essential” cannot be overused. A lot of learning, in fact, is not essential. Learning may help the organization achieve its goals faster and at less expense and is therefore worth undertaking, but in some cases, the organization could still accomplish its goal without training. www.TDRprinciples.org | Page 3 Constructing the Outcome Statement The agreed-upon measure(s) of success are placed below each goal on the Outcome Statement. If there are multiple programs in support of a single goal, we recommend you display the impact of the programs individually in the Outcome Statement along with their combined impact (see Figure 3). If a learning program contributes in a significant way to more than one goal, it should be listed under each goal. You might also add the number of expected participants to show the size of the planned initiative. You might also elect to show multiple measures of success for a single program. Whatever measures are chosen in the end, it is important to retain the business-centric focus of the statement by organizing the information by business goal—not by learning program. Do not start with the learning programs and list the business goals underneath them. While it does require some effort, the Outcome Statement will help ensure that learning is aligned to the key goals for the organization and will clearly show the role learning is expected to play in accomplishing those goals. The Outcome Statement also is a key source document used to create the L&D Summary Report. Sample Outcome Statements Four sample Outcome Statements are provided to illustrate the possibilities. The first three are examples of high-level Outcome Statements and the last is an example of a detailed Outcome Statement. • Figure 1: A Simple High-Level Outcome Statement • Figure 2: An Expanded High-Level Outcome Statement • Figure 3: A Complex High-Level Outcome Statement • Figure 4: A Detailed Outcome Statement Each meets the TDRp requirements for an Outcome Statement: High-Level or Summary Outcome Statement • Key organizational goals listed in priority order • Impact of learning on achieving the goald and/or another measure(s) of success • Data for last year’s actual results, this year’s plan, year-to-date results, and year-to-date results as a percentage of plan Detailed Outcome Statement • Key organizational goals listed in priority order • Impact of learning included where possible (some impact measures are not available on a monthly basis) • Greater granularity than the high-level statement and/or more frequently refreshed data (monthly or quarterly rather than annual and year-to-date) TDRP Logo and Color Scheme Revised - September 1, 2012 tdrp Talent Development Reporting Principles Logotype Font: Adobe Garamond Pro Regular and Semibold Note: The detailed outcome statement cannot take the place of the high-level or summary statement. The detailed statement is optional while the summary statement is required. www.TDRprinciples.org | Page 4 Constructing the Outcome Statement A Simple High-Level Outcome Statement The High-Level Outcome Statement in Figure 1 lists six organizational goals and learning’s expected impact on achieving five of those. Figure 1 A Simple High-Level Outcome Statement Priority 1 2011 Actual Business Outcomes and Learning Impact Included in Business Plan Revenue: Increase in Sales Corporate Goal or Actual Application of Training: % Applying 3 key concepts 2 Leadership: Increase in EOS (1) Leadership Score Corporate Goal or Actual Impact of Training: Time spent coaching direct reports 3 Safety: Reduction in Injuries Corporate Goal or Actual Impact of Training: 70% reduction in injuries due to L&D 4 Call Center Satisfaction: Improve Score Corporate Goal or Actual Impact of Training: High, Medium, Low 5 Comply with New Regulations Corporate Goal or Actual Impact of Training: Essential for compliance 6 Innovation: Increase in New Patents Corporate Goal or Actual Impact of Training For 2012 Jun YTD Plan % of Plan % % 10% NA 20% 80% 17% 85% 85% 106% points min/wk 0 pts NA 5 pts 60 3 pts 50 60% 83% % % 10% 5% 20% 14% 15% 11% 75% 79% points H/M/L 1.6 NA 4.0 High 2.9 High 73% % in compliance 100% NA 100% Essential 100% Essential # 4 NA 10 NA 7 NA 70% • For Priority 1, the application rate (a level 3 measure) is used as a proxy for learning’s impact on increasing sales. The stakeholder believes that if 80% of the participants apply the three key concepts in the first 60 days following training, the training will have a significant impact on increasing sales. Of course, it would be better to have a forecast of isolated impact, but the application rate is a good proxy and readily measurable. • For Priority 2, time spent coaching is used as a proxy for the impact of the training program on the goal to increase the leadership score from the semiannual employee opinion survey (EOS). • For Priority 3, the stakeholder expects learning to deliver 70% of the planned reduction in injuries. Since the plan is for a 20% reduction in injuries, learning is expected to reduce injuries by 14% (70% x 20%). In other words, learning is expected to have an isolated impact (a level 4 forecast) of 70% on achieving the goal to reduce injuries by 20%. • For Priority 4, learning is expected to have a High impact on improving call center satisfaction. Although not quantified, this implies that learning will play the major role in increasing call center satisfaction. TDRP Logo and Color Scheme Revised - September 1, 2012 tdrp Talent Development Reporting Principles Logotype Font: Adobe Garamond Pro Regular and Semibold www.TDRprinciples.org | Page 5 Constructing the Outcome Statement • For Priority 5, the stakeholder has deemed that learning is Essential to complying with the new regulations. This means that if learning were to be withheld, the organization would definitely be out of compliance with the new regulations. • Note that no learning is planned for Priority 6, but the goal is still included. It is just as important to know which goals will not be supported by learning. This may provoke someone to ask if learning could or should play a role which is always a healthy discussion. An Expanded High-Level Outcome Statement TDRP Logo and Color Scheme tdrp The High-Level Outcome Statement Talent Development Reporting Principles The High-Level Outcome Statement in Figure 2 (on the next page) includes important goals not in the organization’s high-level business plan and also adds the number of participants. (Note: The goals, priorities, and programs of Figure 2 are consistent with those in Figure 1. Thus, Figure 2 represents an expanded version of Figure 1.) in Figure 2 includes Logotype Font: Adobe Garamond Pro Regular and Semibold important goals not in the organization’s high-level business TDRP Red: 100 M / 95Y R 237 / G 28 / B 41 TDRP Gray: 60%K R 128 / G 130 / B 133 plan and also adds Accent Colors the number of participants. 70 C / 10 M / 35Y R 65 / G 174 / B 173 55 M / 90 Y R 246 / G 139 / B 51 45 C / 80 Y R 151 / G 203 / B 100 100 Y R 252 / G 239 / B 71 TDRP Logo and Color Scheme Revised - September 1, 2012 tdrp Talent Development Reporting Principles Logotype Font: Adobe Garamond Pro Regular and Semibold www.TDRprinciples.org | Page 6 Constructing the Outcome Statement Figure 2 An Expanded High-Level Outcome Statement 2011 Priority Business Outcomes and Learning Impact Actual For 2012 Plan Jun YTD % of Plan Included in Business Plan 1 Revenue: Increase in Sales Corporate Goal or Actual % 10% 20% 17% 85% Application of Training: % Applying 3 key concepts % NA 80% 85% 106% 95 200 124 62% points 0 pts 5 pts 3 pts 60% min/wk NA 60 50 83% 54 340 189 56% 10% 20% 15% 75% Number of Participants 2 Leadership: Increase in EOS (1) Leadership Score Corporate Goal or Actual Impact of Training: Time spent coaching direct reports Number of Participants 3 Safety: Reduction in Injuries Corporate Goal or Actual % Impact of Training: 70% reduction in injuries due to L&D % Number of Participants 4 11% 79% 896 75% 73% Corporate Goal or Actual points 1.6 4.0 2.9 Impact of Training: High, Medium, Low H/M/L NA High High 24 96 88 100% 100% 100% NA Essential Essential 92% Comply with New Regulations Corporate Goal or Actual % in compliance Impact of Training: Essential for compliance Number of Participants 6 14% 1,200 Call Center Satisfaction: Improve Score Number of Participants 5 5% 458 4,612 5,000 2,463 49% 4 10 7 70% NA NA NA Innovation: Increase in New Patents Corporate Goal or Actual # Impact of Training Not Included in Business Plan High Business Acumen: Improve EOS (1) score Corporate Goal or Actual points -2.1 10.0 5.0 Impact of Training: Increase acumen score on EOS H/M/L NA High Medium NA 100 42 42% 1.0 3.0 1.9 67% Low Medium Medium 9,450 12,000 5,478 Number of Participants Medium Employee Engagement: Increase in EOS (1) Total Score Corporate Goal or Actual points Impact of Training: Provide 2 development courses per ee H/M/L Number of Participants Note: 40% 46% 1. EOS is quarterly Employee Opinion Survey TDRP Logo and Color Scheme Revised - September 1, 2012 tdrp Talent Development Reporting Principles Logotype Font: Adobe Garamond Pro Regular and Semibold www.TDRprinciples.org | Page 7 Constructing the Outcome Statement A Complex, High-Level Outcome Statement The high-level Outcome Statement in Figure 3 includes multiple programs for the first and second goals. Also, notice that the leadership program supports the first and second goals as well as the leadership goal. (Note: The goals, priorities, programs, and number of participants in Figure 3 are not identical to those in Figures 1-2 and 4. Consider Figure 3 a stand-alone example.) TDRP Logo and Color Scheme tdrp When there are multiple programs in Talent Development Reporting Principles support of one goal, Logotype Font: Adobe Garamond Pro Regular and Semibold each program should be listed separately if possible. TDRP Red: 100 M / 95Y R 237 / G 28 / B 41 TDRP Gray: 60%K R 128 / G 130 / B 133 Accent Colors 70 C / 10 M / 35Y R 65 / G 174 / B 173 55 M / 90 Y R 246 / G 139 / B 51 45 C / 80 Y R 151 / G 203 / B 100 100 Y R 252 / G 239 / B 71 When there are multiple programs in support of one goal, each program should be listed separately if possible. Typically, you will want to also show the combined impact of the multiple programs. For Priority 1, both the impact and number of participants may be summed for the three learning programs that contribute to increased sales. For ease of reading, this combined impact is highlighted in bold and the number of participants is italicized. For this goal, the planned combined impact of the three learning programs is a 6% increase in sales for the 260 participants. Priority 2 illustrates a situation where there are multiple programs but the impact cannot be summed. This may be the case where the stakeholder is uncomfortable quantifying the impact of a particular learning program (New Hire in this example). Since the number of participants can always be summed, it makes sense to retain the lines for combined or total impact of training and simply indicate that the combined impact will be greater (>) than that of the program(s) that can be quantified. Since the leadership program alone is expected to increase the employee engagement score by 2 points, then the combined impact of the leadership and new hire programs must surely be greater than 2 points. The remaining four goals each have a single learning program so the treatment is similar to that in the less complex outcome statements. For more on multiple programs/multiple goals, see the “Multiple Learning Programs in Support of One or More Goals” piece by the same name under the Resources>Tips and Tools tab on the TDRp website (www.tdrprinciples.org). TDRP Logo and Color Scheme Revised - September 1, 2012 tdrp Talent Development Reporting Principles Logotype Font: Adobe Garamond Pro Regular and Semibold www.TDRprinciples.org | Page 8 Constructing the Outcome Statement Figure 3 A Complex, High-Level Outcome Statement Priority Business Outcomes and Learning Impact 1 2 3 4 5 6 Increase Sales Corporate Goal or Actual Impact of Training Programs Consultative Selling Skills Total Participants Product Features Total Participants Leadership Program Total Participants Total Impact of Training Total Participants 2011 Actual 2012 Plan 2012 YTD % of Plan % 2% 10% 4% 40% % Number % Number % Number % Number NA NA NA NA NA NA NA NA 2% 100 3% 140 1% 20 6% 260 0.8% 80 1.2% 137 0.4% 19 2.4% 236 40% 80% 40% 99% 40% 95% 40% 91% -1 pt +4 pts +2 pts 50% Increase Employee Engagement Corporate Goal or Actual Impact of Training Programs Leadership Program Total Participants New Hire Program Total Participants Total Impact of Training Total Participants Points Number Points Number Points Number NA NA NA NA NA NA +2 pts 20 High 500 >+2 pts 520 +1 pt 19 High 222 >+1 pt 241 50% 95% Increase Leadership Score Corporate Goal or Actual Impact of Leadership Program Total Participants Points Points Number -3 pts NA NA +6 pts +6 pts 20 +3 pts +3 pts 19 50% 50% 95% Reduce Injuries Corporate Goal or Actual Impact of Safety Program Total Participants % % Number 10% 5% 458 20% 14% 12,300 15% 11.0% 896 75% 79% 75% Improve Call Center Satisfaction Corporate Goal or Actual Impact of Training Program Total Participants Points Points Number +1.6 pts NA 24 +4 pts Medium 96 +2.9 pts High 88 73% 92% 100% Essential 4612 100% Essential 5000 100% Essential 2463 49% Comply with New Regulations Corporate Goal or Actual Impact of Training Program Total Participants Points % Compliance Number 44% 50% 46% TDRP Logo and Color Scheme Revised - September 1, 2012 tdrp Talent Development Reporting Principles Logotype Font: Adobe Garamond Pro Regular and Semibold www.TDRprinciples.org | Page 9 Constructing the Outcome Statement A Detailed Outcome Statement A detailed statement will include more granularity, more goals, and/or more frequently refreshed data (monthly or quarterly instead of annual) and may not always include the impact of learning since it is difficult to forecast or measure at a more granular level more frequently. Detailed statements typically will not include a plan for the year, although they could. TDRP Logo and Color Scheme tdrp A detailed statement will include more Talent Development Reporting Principles granularity, more Logotype Font: Adobe Garamond Pro Regular and Semibold goals, and/or more frequently refreshed data and may not TDRP Red: 100 M / 95Y R 237 / G 28 / B 41 TDRP Gray: 60%K R 128 / G 130 / B 133 always include the Accent Colors impact of learning. 70 C / 10 M / 35Y R 65 / G 174 / B 173 55 M / 90 Y R 246 / G 139 / B 51 45 C / 80 Y R 151 / G 203 / B 100 100 Y R 252 / G 239 / B 71 TDRP Logo and Color Scheme Revised - September 1, 2012 tdrp Talent Development Reporting Principles Logotype Font: Adobe Garamond Pro Regular and Semibold Figure 4 is an example with more frequently refreshed data and is a complement to, but NOT a replacement for, the high-level statement in Figure 2. Notice that the percentage changes in business outcome measures and the participant totals for both 2011 actual and 2012 YTD match the totals in Figure 2. For example, in Figure 4 the percentage change in revenues for 2011 is 10%, which matches the 10% in Figure 2. Likewise, the participant count for 2011 is 95 in both tables. Similarly, the 2012 YTD percentage change in revenues is 17% and the 2012 YTD participant count is 124 in both. The detailed outcome statement simply provides the quarterly (could also be monthly) detail behind the annual and YTD totals in Figure 2. In this example, Figure 4 also provides the source data for the percentage calculations, which is not provided in the high-level statement. So, Figure 4 shows that sales were $3,052 million in 2011 and are $1,711 through June 2012. The YTD sales of $1,711 for 2012 are 17% higher than the June YTD sales for 2011 [($1711 / ($774+$689) - 1) = 17%]. It is generally better to focus on the change in the business outcome in the high-level statement, but the level could also be shown as part of the goal in Figure 2. (e.g., the first goal could read “Increase Sales to $3,662” and the second goal could read “Increase Leadership Score to 73.5”) The monthly or quarterly business outcome measures will typically be compared to their levels the previous period (e.g., 2nd quarter to 1st quarter) or to the level the same period in the prior year (e.g., 2nd quarter 2012 to 2nd quarter 2011). If there is a seasonal pattern to the measure (e.g., sales are always higher during the summer), then it is better to compare to the same period in the prior year. In this example, sales, injuries, and patents will be compared to their year-earlier levels while leadership, call center satisfaction, business acumen, and engagement scores will be compared to the previous quarter levels. The Total and YTD levels will typically be a sum (or an average if the data are annualized) of the individual quarters for measures like sales, costs, and number of injuries. For measures like scores on an employee engagement or quality survey, the Total and YTD levels will typically be the value for the last quarter (e.g., 68.5 for the 2011 leadership score). However, it could be calculated as the average for all the periods (e.g., the average 2012 leadership score of 68.0 could be reported as the 2012 Total). Whichever method is employed, just be sure to tell the reader how the change was calculated. www.TDRprinciples.org | Page 10 Constructing the Outcome Statement Figure 4 A Detailed Outcome Statement Priority Business Outcomes 1 Revenue Millions of $ % change over year earlier Application Rate for Training Number of Participants 2 3 4 5 6 High Leadership EOS (1) leadership score (points) Change over previous quarter (pts) Time Spent Coaching in Minutes Number of Participants Safety Number of injuries % change over year earlier Impact of Training: % Due to Training Number of Participants Call Center Satisfaction Satisfaction score Change over previous quarter (pts) Impact of Training Number of Participants Q2 Q3 Q4 Total 2012 Q1 Q2 YTD $774 7.2% NA 19 $689 8.8% NA 23 $764 10.7% NA 27 $825 13.3% NA 26 $3,052 10.0% NA 95 $890 15.0% 83.0% 52 $821 19.2% 87.0% 72 $1,711 17.0% 85.0% 124 68.1 -0.4 NA 0 67.3 -0.8 NA 0 68.0 0.7 NA 27 68.5 0.5 NA 27 68.5 0.0 NA 54 69.5 1.0 40.0 67 71.5 2.0 60.0 122 71.5 3.0 50.0 189 174 165 639 -9.4% -11.6% -10.0% -5.2% -5.5% -5.0% 142 94 458 125 -12.6% -8.8% 414 130 -17.2% -12.0% 482 255 -15.0% -10.5% 896 81.5 1.0 High 42 83.4 1.9 High 46 83.4 2.9 High 88 143 157 -8.5% -10.5% -4.5% -4.8% 98 124 79.1 0.2 NA 6 78.4 -0.7 NA 7 80.1 1.7 NA 5 80.5 0.4 NA 6 80.5 1.6 NA 24 100% NA 986 100% NA 1145 100% NA 1236 100% NA 1245 100% NA 4612 Innovation Number of new patents Change over year earlier Impact of Training: None planned Number of Participants 9 1 NA 0 7 -2 NA 0 10 2 NA 0 12 3 NA 0 38 4 NA 0 Business Acumen EOS (1) business acumen score Change over previous quarter Impact of Training Number of Participants 57.6 -0.3 NA 0 58.4 0.8 NA 0 56.9 -1.5 NA 0 55.8 -1.1 NA 0 55.8 -2.1 NA 0 57.3 60.8 60.8 1.5 3.5 5.0 Low Medium Medium 11 31 42 65.1 -0.3 Low 1963 924 2.1 64.9 -0.2 Low 2321 1186 2.0 65.3 66.4 0.4 1.1 Low Medium 3420 1746 1352 423 2.5 4.1 66.4 1.0 Low 9450 3885 2.4 67.1 68.3 68.3 0.7 1.2 1.9 Medium Medium Medium 2345 3133 5478 912 1112 2024 2.6 2.8 2.7 Comply with New Regulations % in compliance Impact of Training Number of Participants Medium Employee Engagement EOS (1) total score Change over previous quarter Impact of Training Number of Total Participants Number of Unique Participants Average Classes per Unique Participant Note: 2011 Q1 100% 100% 100% Essential Essential Essential 1196 1267 2463 11 2 NA 0 12 5 NA 0 23 7 NA 0 1. EOS is quarterly Employee Opinion Survey TDRP Logo and Color Scheme Revised - September 1, 2012 tdrp Talent Development Reporting Principles Logotype Font: Adobe Garamond Pro Regular and Semibold www.TDRprinciples.org | Page 11 Constructing the Outcome Statement Conclusion Outcome Statements are an essential component of TDRp serving to bring together, on one page, the organization’s key goals and the expected impact of learning on those goals. The statement shows both the alignment of learning to the organization’s goals and learning’s contribution to achieving those goals. After reading an Outcome Statement, there should be no doubt that learning is a strategic partner in achieving the organization’s goals. The most challenging aspect of constructing the Outcome Statement is getting agreement with the stakeholder on the contribution of learning to business goals. The senior stakeholder and learning leader must agree on some measure of impact or success to include in the Outcome Statement. Ideally, this impact will be a forecast of the expected isolated impact of learning (either quantitative or qualitative). If that is not possible or practical, then select a proxy. The point is to agree on some measure of impact or success before the program is launched. Once you have the measures, construct your own Outcome Statement following the TDRp format. You may construct a detailed statement(s) if desired, but you must construct a high-level statement. Show multiple programs for a single goal if each program has significant impact on achieving the goal. You can also include the number of participants if you wish. The time spent on the Outcome Statement will pay dividends in planning your learning for the year and in your becoming a valued, strategic partner in your organization’s success. TDRP Logo and Color Scheme Revised - September 1, 2012 tdrp Talent Development Reporting Principles Logotype Font: Adobe Garamond Pro Regular and Semibold www.TDRprinciples.org | Page 12
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