This is a supplemental document to my "measuring learning ROI on a shoestring budget" presentation. http://bit.ly/aL6ki6 The first page is a template. The next three pages is a sample of how the template might look as someone begins to use it.

1. LEARNING IMPACT PLANNER
Learning Impact Template
Organizational Metrics
Stakeholder Possible Training Current Desired
Performance Question Possible Evaluation Question
Answer Metrics Issue (Y/N) State State
What are you trying to accomplish?
Why does it matter to the
organization?
What are (have been / will be) the
observable impacts caused by these
issues? By their solutions?
Describe the type of outcome you
want to achieve.
Do you think training will help? What
issues, if any, can’t be addressed
through training?
Learner Metrics
Stakeholder Possible Training Current Desired
Performance Question Possible Evaluation Question
Answer Metrics Issue (Y/N) State State
Which groups of employees are
involved? Which aren’t involved?
Describe what you see happening
when [business issue] takes place?
What are the 2-3 most important
things employees need do to in
order to achieve the desired
outcome?
Training Dept. Metrics
Stakeholder Possible Training Current Desired
Performance Question Possible Evaluation Question
Answer Metrics Issue (Y/N) State State
What parameters or requirements
do we need to consider for the
program design and delivery?
What do we want learners and other
stakeholders to say or believe about
their learning experience?
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©2010 Michael Glazer

2. LEARNING IMPACT PLANNER
Sample Learning Impact Worksheet
Organizational Metrics
Performance Possible Training Current Desired
Stakeholder Answer Possible Evaluation Question
Question Metrics Issue? Y/N State State
What are you Reduce the amount of Reduction of For supervisors (not learners)
trying to unnecessary, non-billable time I non-billable 1. Based on the training for my staff, I
accomplish? spend editing bad writing. This is hours spend less time (re)editing press
Why does it creating a quality issue for our releases (Yes/No)
matter to the client deliverables. It’s also Increase in 2. How much of your (re)editing time has
organization? creating a personal stress issue client been eliminated (0%-100%)
for me and interfering with my realization % 3. What percent of the reduction in
other responsibilities. (re)editing time do you estimate is a
direct result of the training? (0%-100%)
What are 1. Negative client feedback Frequency and For supervisors (not learners)
(have been / on 3 of last 6 press type of client 1. How, if at all, has the tone of client
will be) the releases; apx. 10% of feedback for feedback regarding press releases
observable similar work product over press releases changed since the training? (more
impacts the past quarter negative, no change, more positive)
caused by 2. Apx. 2-3 hrs/wk editing
these issues? and rewriting work that Time spend on
By their should already be ready editing press
solutions? to send to the client releases
Describe the 1. Eliminate negative client
type of feedback on similar
outcome you deliverables; increase
want to positive feedback
achieve. 2. Eliminate time spent
making 2nd and 3rd round
edits on transactional
deliverables (like press
releases)
3. Reduce the amount of Avg time spent
time we spend writing writing a press
press releases release
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©2010 Michael Glazer

3. LEARNING IMPACT PLANNER
Do you think 1. Training can help give
training will people the skills they
help? What need to write better first
issues, if any, drafts and self- or peer-
can’t be edit
addressed 2. (not training) Practice
through chair(s) need to tweak
training? processes and
communicate new
expectations to the team.
Learner Metrics
Performance Possible Training Current Desired
Stakeholder Answer Possible Evaluation Question
Question Metrics Issue? Y/N State State
Which groups 1. Junior and mid-level staff
of employees in the corporate and
are involved? media practices
Which aren’t 2. Unclear if other practices
involved? have similar issues.
Describe The most common edits by senior Skill YES 1. Rate your INCREASE in skill level or
what you see staff are: improvement knowledge of the following before
happening 1. Weak/illogical story flow in the 4 areas versus after the training. A 0% is no
when 2. Heavy use of jargon listed to the increase and a 100% is a very significant
[business 3. Incorrect punctuation right increase.
issue] takes 4. Press releases are too  Writing logical, easy-to-follow
place? lengthy storylines
(collected draft samples as  Eliminating jargon
evidence and reference)  Using correct punctuation
 Writing concisely
What are the 1. Write better, more Perceived YES (Learner follow-up)
2-3 most polished first drafts quality of 1st 1. Rate the INCREASE in the quality of the
important 2. Double check their final drafts 1st drafts your submit for internal
things drafts before sending to approval before versus after the
employees me for approval. % of final training. A 0% is no increase and a
need do to in drafts 100% is a very significant increase.
order to returned for 2. Rate the DECREASE in the percentage
achieve the further edits of final drafts returned to you for
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©2010 Michael Glazer

4. LEARNING IMPACT PLANNER
desired further edits before versus after the
outcome? training.
Training Dept. Metrics
Performance Possible Training Current Desired
Stakeholder Answer Possible Evaluation Question
Question Metrics Issue? Y/N State State
What 1. Be able to train to 40-50 Was the 1. The facilitator was knowledge about
parameters people in 4 US cities program the subject
or 2. Complete training within delivered 2. The facilitator was well-prepared for
requirements 90 days within stated the training
do we need 3. Total training budget not parameters? 3. Real-world application of each
to consider to exceed $5,000 objective was discussed during the
for the 4. 3hrs max time investment training
program per employee 4. The physical (virtual) environment was
design and 5. Must include practice conducive to learning
delivery? exercises related to real 5. The training materials were well
client work organized and appropriate to meet my
needs
6. The examples and exercises will help
me apply the training content to my job
(strongly agree – strongly disagree)
What do we 1. The training made a Do learners 1. Given all factors, including this training,
want learners direct impact on the and their estimate how much your job
and other quality of their press supervisors performance related to the course
stakeholders releases believe the subject matter will improve (0%-100%)
to say or 2. They would recommend training made 2. Estimate how much of the
believe about the training to others a difference? improvement will be a direct result of
their learning Will people this training (0%-100%)
experience? recommend 3. Would you recommend this training to
this training? your colleagues? (not recommend,
recommend, strongly recommend)
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©2010 Michael Glazer