Setting Goals for Employee Training Assessment

How do we measure beyond attendance and satisfaction? This question lands in my inbox weekly. Here's a formula that makes it simple. You're already tracking the basics—attendance, completion, satisfaction scores. But you know there's more to your impact story. The question isn't WHETHER you're making a difference. It's HOW to capture the full picture of your influence. In my many years as a measurement practitioner I've found that measurement becomes intuitive when you have the right formula. Just like calculating area (length × width) or velocity (distance/time), we can leverage many different formulas to calculate learning outcomes. It's simply a matter of finding the one that fits your needs. For those of us who are trying to figure out where to begin, measuring more than just the basics, here's my suggestion: Start by articulating your realistic influence. The immediate influence of investments in training and learning show up in people—specifically changes in their attitudes and behaviors. Not just their knowledge. Your training intake process already contains the measurement gold you're looking for. When someone requests training, the problem they're trying to solve reveals exactly what you should be measuring. The simple shift: Instead of starting with goals or learning objectives, start by clarifying: "What problem are we solving for our target audience through training?" These data points help us to craft a realistic influence statement: "Our [training topic] will help [target audience] to [solve specific problem]." What this unlocks: Clear metrics around the attitudes and behaviors that solve that problem—measured before, during, and after your program. You're not just delivering training. You're solving performance problems. And now you can prove it. I've mapped out three different intake protocols based on your stakeholder relationships, plus the exact questions that help reveal your measurement opportunities. Check it out in the latest edition of The Weekly Measure: https://lnkd.in/gDVjqVzM #learninganddevelopment #trainingstrategy #measurementstrategy

5,800 course completions in 30 days 🥳 Amazing! But... What does that even mean? Did anyone actually learn anything? As an instructional designer, part of your role SHOULD be measuring impact. Did the learning solution you built matter? Did it help someone do their job better, quicker, with more efficiency, empathy, and enthusiasm? In this L&D world, there's endless talk about measuring success. Some say it's impossible... It's not. Enter the Impact Quadrant. With measureable data + time, you CAN track the success of your initiatives. But you've got to have a process in place to do it. Here are some ideas: 1. Quick Wins (Short-Term + Quantitative) → “Immediate Data Wins” How to track: ➡️ Course completion rates ➡️ Pre/post-test scores ➡️ Training attendance records ➡️ Immediate survey ratings (e.g., “Was this training helpful?”) 📣 Why it matters: Provides fast, measurable proof that the initiative is working. 2. Big Wins (Long-Term + Quantitative) → “Sustained Success” How to track: ➡️ Retention rates of trained employees via follow-up knowledge checks ➡️ Compliance scores over time ➡️ Reduction in errors/incidents ➡️ Job performance metrics (e.g., productivity increase, customer satisfaction) 📣 Why it matters: Demonstrates lasting impact with hard data. 3. Early Signals (Short-Term + Qualitative) → “Small Signs of Change” How to track: ➡️ Learner feedback (open-ended survey responses) ➡️ Documented manager observations ➡️ Engagement levels in discussions or forums ➡️ Behavioral changes noticed soon after training 📣 Why it matters: Captures immediate, anecdotal evidence of success. 4. Cultural Shift (Long-Term + Qualitative) → “Lasting Change” Tracking Methods: ➡️ Long-term learner sentiment surveys ➡️ Leadership feedback on workplace culture shifts ➡️ Self-reported confidence and behavior changes ➡️ Adoption of continuous learning mindset (e.g., employees seeking more training) 📣 Why it matters: Proves deep, lasting change that numbers alone can’t capture. If you’re only tracking one type of impact, you’re leaving insights—and results—on the table. The best instructional design hits all four quadrants: quick wins, sustained success, early signals, and lasting change. Which ones are you measuring? #PerformanceImprovement #InstructionalDesign #Data #Science #DataScience #LearningandDevelopment

*** SPOILER *** Some early data from our 2025 LEADx Leadership Development Benchmark Report that I’m too eager to hold back: MOST leadership development professionals DO NOT MEASURE LEVELS 3&4 of the Kirkpatrick model (behavior change & impact). 41% measure level 3 (behavior change) 24% measure level 4 (impact) Meanwhile, 92% measure learner reaction. I mean, I know learner reaction is easier to measure. But if I have to choose ONE level to devote my time, energy, and budget to… And ONE level to share with senior leaders… I’m at LEAST choosing behavior change! I can’t help but think: If you don’t measure it, good luck delivering on it. 🤷♂️ This is why I always advocate to FLIP the Kirkpatrick Model. Before you even begin training, think about the impact you want to have and the behaviors you’ll need to change to get there. FIRST, set up a plan to MEASURE baseline, progress, and change. THEN, start training. Begin with the end in mind! ___ P.S. If you can’t find the time or budget to measure at least level 3, you probably want to rethink your program. There might be a simple, creative solution. Or, you might need to change vendors. ___ P.P.S EXAMPLE SIMPLE WAY TO MEASURE LEVELS 3&4 Here’s a simple, data-informed example: You want to boost team engagement because it’s linked to your org’s goals to: - improve retention - improve productivity You follow a five-step process: 1. Measure team engagement and manager effectiveness (i.e., a CAT Scan 180 assessment). 2. Locate top areas for improvement (i.e., “effective one-on-one meetings” and “psychological safety”). 3. Train leaders on the top three behaviors holding back team engagement. 4. Pull learning through with exercises, job aids, monthly power hours to discuss with peers and an expert coach. 5. Re-measure team engagement and manager effectiveness. You should see measurable improvement, and your new focus areas for next year. We do the above with clients every year... ___ P.P.S. I find it funny that I took a lot of heat for suggesting we flip the Kirkpatrick model, only to find that most people don’t even measure levels 3&4…😂