Effectively Evaluating Impact – Where to start?
Most organisations have at least one problem that needs solving. Whether it is staff retention, safety issues, skill gaps, customer satisfaction, sales shortages or poor job performance to name just a few, the overwhelmingly common approach is to throw training at this problem and hope it improves.
This may be effective in some cases, but the majority find themselves looking for answers as to why training has not been effective, ending up where they had started.
To maintain effectiveness, training needs to focus on impact
One of the commonly used metrics in workplace learning is completion. This indicates that a learner has commenced through a digital learning offering, has possibly successfully answered quiz questions and any other pre-requisite content set forth by the organisation.
The problem with relying on a completion as an outcome, is that there is no real way of knowing the level of understanding and the learner’s ability to apply what they have learned into the workplace. Understanding if there has been an improvement in their performance, due to the training is often anecdotal, and based on very broad metrics.
Evaluation methods go some way to addressing this
Three are various methods for gathering feedback and evaluating effectiveness. The Kirkpatrick Evaluation method is one that is commonly used and has seen several iterations and updates over the years. Kirkpatrick provides a uniform and reliable set of rules and approaches that help teams structure their evaluations and ultimately report on their outcomes.
The Kirkpatrick method consists of 4 levels of evaluations which utilise observation, interviews, surveys, and various measurement tool across four levels of evaluation.
The 4 levels of Kirkpatrick
The four levels of Kirkpatrick consist of:
Reaction
Measuring a participant’s immediate reaction is often the first metric used to evaluate training effectiveness. For facilitator lead training an evaluation form or satisfaction survey is often used.
Analysis and measurement can be quite manual unless the data is collated in a central location.
Learning
By aligning learning outcomes with suitable assessments, measuring what participant have learned can be achieved in several ways. Assessment methods commonly are online quizzes of various formats or written tests. Technological advances mean there are more options to provide effective and suitable assessments.
As well as testing their knowledge, it is also desirable to measure confidence, motivation to change and their ability to adopt the learning.
Behaviour
Measuring if behaviours have been impacted by participants applying what they have learned. This can take some time, often over several weeks or months.
Behaviour change can be influenced by environmental factors such as organisational culture, peer and manager influences and a lack of clear and achievable processes. It is important to factor this in and ensure there are necessary drivers in place to support an employees ability to implement desirable behavioural change.
Results
This level determines the outcomes for the organisation that the training has produced. Indicators can be obtained from observations, interviews and reviewing key metrics.
A challenge with this level occurs when results are looked for retrospectively, meaning the training team looks for results and any indicators within the organisation that could be attributed to the training, as opposed to knowing what they are wanting to achieve and setting up training to achieve it.
Kirkpatrick is a good view of the past, it may miss on immediacy and dynamism
I have heard the Kirkpatrick method being compared to a black box. It is good for useful information, but that is only available after the plane has crashed!
While Kirkpatrick provides a good basis to measure outcomes, it is often used in retrospect, measuring what has occurred in the past. In today’s work environment and with the technology available to us, waiting until the evaluations return in order to gain insight into how effective it has been puts those who may need assistance at risk.
Reversing Kirkpatrick helps to focus on the outcomes and people
Reversing the order of the Kirkpatrick levels of evaluation gives structure and guidance to a learning and development strategy. This assists in creating impact based learning.
Begin with a view of the results you require
Understanding what tangible metrics that will define success is the first place to start. This should reflect organisational goals such as solving and preventing problems from occurring, continuous improvement, maintaining profitability or any multitude of others. They may be hard metrics such as sales, or more people focused like turnover rates, the key thing is ensuring the goals translate to something meaningful to the organisation and have tangible metrics associated with them.
An example of this could be an organisation that has a high turnover of staff. The metric being attrition rate. They know they have a problem, so looking at the metrics that are available to them, such as employee satisfaction, performance appraisals or career progression goals, can help to start setting goals to improve their attrition rate.
Focus on the behaviours will help you reach your goals
It’s through changes in behaviour that you achieve your results. Once you know your goals and the metrics you hope to achieve, you can outline the behaviours that you hope to see in your people that will lead to achieving your goals.
To continue the staff attrition example, you would hope to see behaviours consistent with engaged and motivated employees. This may be nailing performance appraisals, being accountable, working collaboratively, providing and openly receiving feedback, completing and seeking any new learning and development opportunities and proactively seeking out ways to go above and beyond.
The key is to identify these desirable behaviours and ensure there are adequate methods in place to capture and measure these.
Combine learning and reactions to enable dynamic experiences
Level 1 and 2 of Kirkpatrick are the participants' reactions to the learning and if they learned anything. When reversing Kirkpatrick and focusing on Impact and Results, we look at what behaviours and results we established earlier to help determine the best approach to learning experiences.
In the example we used earlier of wanting to encourage engaged employees with positive behaviours that result in reducing attrition rates. A training opportunity such as an onboarding program, induction and career progression goals can be made to suit the goals.
For example:
Onboarding - Learning experience aimed at teaching what accountability looks like with scenarios and possible social interaction with other new starters. After completing exercises etc, employees can provide feedback in the form of sentiment and comfort with this behaviour. That data is captured and can be used to help improve the experience, intervene if an employee is displaying at-risk tendencies or can be used in comparison with future job performance data to correlate with training.
Evaluating the impact of training is essential to ensure it goes beyond mere completion rates and truly drives meaningful change in the workplace. By reversing the Kirkpatrick model and focusing on the desired outcomes from the outset, organisations can align training initiatives with their strategic goals, promoting desired behaviours that lead to measurable results. This proactive approach not only improves the effectiveness of training but also helps create a more engaged, capable workforce that can drive the organisation forward, ensuring long-term success and growth.