First Things First: Getting Started with Kirkpatrick Training Evaluation

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Trademark and Copyright Warning Copyright 2010-2017, Kirkpatrick Partners, LLC. All rights reserved. This presentation remains the exclusive property of Kirkpatrick Partners, LLC. Distribution or duplication of these slides and content, in whole or in part, in any way is strictly prohibited. These are for the personal use of program attendees only. The following marks are the property of Kirkpatrick Partners, LLC as related to educational / training materials, programs and books: Kirkpatrick Kirkpatrick Four Levels The One and Only Kirkpatrick BrightLight Blended Evaluation Plan First Things First: Getting Started with Kirkpatrick Training Evaluation Dr. Jim Kirkpatrick, Wendy Kirkpatrick and Don Murphy March 2, 2017 1

Jim and Wendy Kirkpatrick Kirkpatrick Partners Don Murphy Indiana Public Defender Council What is your job here at the hotel? I am a window washer. 2010-2017 Kirkpatrick Partners, LLC. All rights reserved. 2

What is your job here at the resort? I am part of a team that creates great experiences for our guests! 2010-2017 Kirkpatrick Partners, LLC. All rights reserved. Who do you think is the model for the future of L&D? 3

Participant Poll To what degree are you shaping a culture like Chai s in your organization? A. Not at all B. To a small degree C. To a moderate degree D. To a large degree Feel free to add a comment in the chat area. Session Objectives By participating in this program, you will discover how to: Increase on-the-job application of what is taught Maximize results from your training programs Implement a Blended Evaluation Plan to gather complete program data 4

Dr. Don Kirkpatrick 1926-2014 Why Evaluate? Improve the Program Improve Job Performance Maximize Organizational Results Effective Training Training Effectiveness 5

The Kirkpatrick Model Level 4: Results The degree to which targeted outcomes occur as a result of the training and the support and accountability package The Kirkpatrick Model Level 3: Behavior The degree to which participants apply what they learned during training when they are back on the job 6

The Kirkpatrick Model Level 2: Learning The degree to which participants acquire the intended knowledge, skills, attitude, confidence and commitment based on their participation in the training The Kirkpatrick Model Level 1: Reaction The degree to which participants find the training favorable, engaging and relevant to their jobs 7

Participant Interaction In the chat below, share a benefit of starting with Level 4. KIRKPATRICK FOUNDATIONAL PRINCIPLES 1. The end is the beginning. 2. Return on expectations (ROE) is the ultimate indicator of value. 3. Business partnership is necessary to bring about positive ROE. 4. Value must be created before it can be demonstrated. 5. A compelling chain of evidence demonstrates your bottom-line value. 2010-2017 Kirkpatrick Partners, LLC. All rights reserved. 8

KIRKPATRICK FOUNDATIONAL PRINCIPLE 2010-2017 Kirkpatrick Partners, LLC. All rights reserved. 9

Level 1: Reaction Level 2: Learning Level 3: Behavior Level 4: Results Level 4: Results Level 3: Behavior Level 2: Learning Level 1: Reaction 10

KIRKPATRICK FOUNDATIONAL PRINCIPLE re turn on ex pec ta tion \ri-tərn o n ek-spek-tā-shən\ - noun 1. What a successful training initiative delivers to key business stakeholders demonstrating the degree to which their expectations have been satisfied RETURN ON EXPECTATIONS (ROE) IS THE ULTIMATE INDICATOR OF VALUE. 2010-2017 Kirkpatrick Partners, LLC. All rights reserved. 11

KIRKPATRICK FOUNDATIONAL PRINCIPLE BUSINESS PARTNERSHIP IS NECESSARY TO BRING ABOUT POSITIVE ROE. 2010-2017 Kirkpatrick Partners, LLC. All rights reserved. Training Business 12

Participant Interaction In the chat below, share one tactical or strategic bridge that you have built in your organization. 13

KIRKPATRICK FOUNDATIONAL PRINCIPLE VALUE MUST BE CREATED BEFORE IT CAN BE DEMONSTRATED. 2010-2017 Kirkpatrick Partners, LLC. All rights reserved. 14

15

Blended Evaluation Plan TM A methodology in which data are collected from multiple sources using multiple methods, in a blended fashion that considers all four Kirkpatrick levels. 16

Required Drivers Processes and systems that reinforce, monitor, encourage and reward performance of critical behaviors on the job Required Drivers SUPPORT Reinforce Follow-up modules Work review checklist On-the-job training (OJT) Self-directed learning Refreshers Job aids Reminders Executive modeling Encourage Coaching Mentoring Reward Recognition Pay for performance ACCOUNTABILITY Monitor Action learning Interviews Observations Self-monitoring KPIs (key performance indicators) Action plan monitoring Dashboard Work review Survey Touchbases / meetings 17

Best Practices Don Murphy Indiana Public Defender Council Our Training Culture Spray and pray Protect the status quo - continuation of law school model Creative use of required drivers 18

Case reviews Reinforcement Attorney Performance Guidelines / Checklist Reinforcement Communities of practice County Criminal defense bars Resources Wenger, Etienne; Communities of Practice, learning, meaning, and identity, Cambridge University Press, 1991. Hara, Noriko, Social Construction of Knowledge in Professional Communities of Practice: Tales in the Courtroom, Dissertation Abstract 2000. Indiana University 19

Coaching/Encouragement Personal Coaching Program Psychology of Performance Coaching Project Accountability Trial Practice Institute 3 & 6 month post training surveys In-house follow-up workshops Reference Cunningham, Bennett, Dawes, Self Managed Learning In Action: Putting SML into Practice, Gower, 2000 20

Participant Interaction In the chat below, share a required driver you currently use in your organization. Or, share one that you would like to use. KIRKPATRICK FOUNDATIONAL PRINCIPLE A COMPELLING CHAIN OF EVIDENCE DEMONSTRATES YOUR BOTTOM-LINE VALUE. 2010-2017 Kirkpatrick Partners, LLC. All rights reserved. 21

Real-Life Example Don Murphy Indiana Public Defender Council From the Jury s Perspective Unfamiliar place, customs and language Acting like a lawyer If this is a good case, nobody would have to do all that Watching anger and arrogance 22

Compelling Chain Helps Jurors Jurors need to know the decision they make is one that going to help them Move jurors to take action that s good for them and your client 23

It would be like expecting The Brunei Window Washer to drop out of the sky! p. 4 24

p. 4 Participant Interaction I have at least one idea I can implement in my work. A. Yes B. No I would recommend this program to others in this field. A. Yes B. No In chat or the Insights widget, please list one specific action you plan to take as a result of your participation in this program. 25

Participant Interaction Would you like to talk with us? Do you have more in-depth questions? Contact us at inquiries@kirkpatrickpartners.com or (770) 302-3500 FREE Resources Register for free at kirkpatrickpartners.com to receive: Instant access to Resource Library with 60+ items Subscription to weekly e-newsletter You will also receive a follow-up email next week if you registered prior to the live event 26

More In-Depth Information Kirkpatrick Four Levels Evaluation Certification Program Build an effective program implementation and evaluation plan Upcoming programs: March 14-15 and July 18-19 in Dulles, VA Online begins on April 25 and August 8 Kirkpatrickpartners.com Training & Events tab More In-Depth Information Kirkpatrick s Four Levels of Training Evaluation Now available! Expert guidance in how to apply the model Templates and tools Case examples tinyurl.com/k4lte-book 27

Please Contact Us Customer service: information@kirkpatrickpartners.com Sales: inquiries@kirkpatrickpartners.com (770) 302-3500 kirkpatrickpartners.com 28

JOIN THE KIRKPATRICK COMMUNITY FOR FREE RESOURCES & INFORMATION Kirkpatrick Partners strives to provide the information you need, when and how you want it. STEP 1: REGISTER WITH KIRKPATRICK PARTNERS Register online at www.kirkpatrickpartners.com to receive access to the online Kirkpatrick Resource Library and be automatically enrolled in our weekly newsletter. Receive all of the following: Access to online Kirkpatrick Resource Library containing 60+ free items on demand Articles, white papers, videos, podcasts, PowerPoint slides, diagrams and tools One efficient weekly email containing: Weekly Kirkpatrick Quick Tip Latest articles News, specials and event schedules Ability to comment on features in The Official Kirkpatrick Blog STEP 2: SELECT YOUR FAVORITE SOCIAL MEDIA FOR TIMELY UPDATES Do you prefer to get your news as it happens? Do you like your Facebook page better than your Outlook inbox? If so, this step is for you! Follow Kirkpatrick Partners on your favorite social media network. Join the discussion and receive the latest news by liking us on Facebook, following our Twitter account, @TheKirkpatricks, connecting with us on LinkedIn, following our boards on Pinterest, or subscribing to The Official Kirkpatrick Blog on our website. STEP 3: ADD CUSTOMIZED SUBSCRIPTIONS FOR MORE INFORMATION Do you want everything from Kirkpatrick Partners? If so, follow Jim, @Jim_Kirkpatrick, and Wendy, @WkKirkpatrick, on Twitter, join the Kirkpatrick Evaluation Discussion Group on LinkedIn and subscribe to the Kirkpatrick Partners YouTube channel. The One and Only Kirkpatrick (770) 302-3500 information@kirkpatrickpartners.com www.kirkpatrickpartners.com

MAXIMIZING RESULTS WITH KIRKPATRICK Early part of the journey - Ensuring effective training Register for FREE resources at kirkpatrickpartners.com Watch Kirkpatrick webinars Discuss effective training versus training effectiveness in your organization Participate in Getting to Kirkpatrick Levels 3 & 4 or Igniting the Inner Fire workshops Join the Kirkpatrick Evaluation discussion group in LinkedIn Participate in the Kirkpatrick Four Levels Evaluation Certification Program - Bronze Level Farther down the road - Building training effectiveness Connect Levels 3 and 4 through required drivers, critical behaviors and leading indicators Schedule a Kirkpatrick Strategic Evaluation Planning Certificate Program Implement a systematic evaluation decision-making process Obtain Kirkpatrick silver level certification Nearing the final destination - Maximizing organizational ROE (return on expectations) Consider a Kirkpatrick Business Partnership Analysis Schedule a Kirkpatrick Impact Study Present your compelling chain of evidence to your corporate jury Obtain Kirkpatrick gold level certification 06/2016 (770) 302-3500 information@kirkpatrickpartners.com www.kirkpatrickpartners.com