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Trademark and Copyright Warning Copyright 2010-2016, 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 Kirkpatrick s Four Levels of Training Evaluation Do you REALLY Know the Four Levels? Wendy and Jim Kirkpatrick ATD Webinar October 13, 2016 Interaction During the Program Use general chat anytime to communicate with anyone in the class Ask questions and make comments at any time Due to the number of participants, there will not be verbal interaction 2010-2016 Kirkpatrick Partners. All rights reserved. LLC. All rights reserved. 1

Participant Interaction In the general chat window, please introduce yourself with your name and location. Dr. Don Kirkpatrick 1924-2014 The Kirkpatrick Model Level 4: Results To what degree targeted outcomes occur as a result of the learning event(s) and subsequent reinforcement 2010-2016 Kirkpatrick Partners. All rights reserved. LLC. All rights reserved. 2

The Kirkpatrick Model Level 3: Behavior To what degree participants apply what they learned during training when they are back on the job 2010-2016 Kirkpatrick Partners. All rights reserved. The Kirkpatrick Model Level 2: Learning To what degree participants acquire the intended knowledge, skills and attitudes based on their participation in the learning event 2010-2016 Kirkpatrick Partners. All rights reserved. The Kirkpatrick Model Level 1: Reaction To what degree participants react favorably to the learning event 2010-2016 Kirkpatrick Partners. All rights reserved. LLC. All rights reserved. 3

Participant Poll What is the highest level to which you have evaluated ANY program? A. Level 1 Reaction B. Level 2 Learning C. Level 3 Behavior D. Level 4 Results Feel free to comment in general chat. Action Points 1. Begin all programs with a focus on impacting organizational results. 2. Create a strong on-the-job application plan. 3. Streamline evaluation at Kirkpatrick Levels 1 and 2. Participant Interaction In the general chat window, list the reasons why programs should begin with consideration for Level 4 Results. LLC. All rights reserved. 4

Level 1: Reaction Level 2: Learning Level 3: Behavior Level 4: Results Level 4: Results Level 3: Behavior Level 2: Learning Level 1: Reaction Defining Your Level 4 Results What your organization exists to do Financial reality of sustained existence and success LLC. All rights reserved. 5

Phone Company Profitably provide the largest network to keep people connected to family, friends and business Phone Company Profitably provide the largest network to keep people connected to family, friends and business Why they exist LLC. All rights reserved. 6

Their financial reality Phone Company Profitably provide the largest network to keep people connected to family, friends and business Action Points 1. Begin all programs with a focus on impacting organizational results. 2. Create a strong on-the-job application plan. 3. Streamline evaluation at Kirkpatrick Levels 1 and 2. Participant Poll For at least the last 40 years, what percentage of training graduates successfully implement what they learned when they return to work, on average? A. 10% B. 15% C. 50% D. 80% LLC. All rights reserved. 7

Level 4 Results Expected Program Outcomes Level of Effort Critical Behaviors Coordinated Approach Training Project Management System Implementation Example The phone company is undergoing a growth initiative to make service available in more areas to more customers. They have purchased a project management system to assist with plan documentation, assignment of tasks and overall project management. You, the training team, are in charge of making sure that all employees get trained on and use the system. Leading Indicators Short-term observations and measurements that suggest that critical behaviors are on track to create a positive impact on desired results LLC. All rights reserved. 8

Project Management System Implementation Example Leading indicators: Fewer errors Reduced costs Faster speed to implementation Better customer satisfaction Increased sales Level 3 Behavior What, in measurable, observable terms, should people be doing on the job (after training) such that it will most contribute to high level results? Project Management System Implementation Example Critical behaviors Use the project management system for all growth initiative-related tasks Participate in weekly status update meetings LLC. All rights reserved. 9

Required Drivers Processes and systems that reinforce, monitor, encourage and reward performance of critical behaviors on the job Reinforce Follow-up modules Work review checklist On-the-job training (OJT) Self-directed learning Refreshers Job aids Reminders Executive modeling Monitor Required Drivers SUPPORT Encourage Coaching Mentoring Reward Recognition Pay for performance ACCOUNTABILITY Action learning Action plan monitoring Interviews Dashboard Observation Work review Self-monitoring Survey KPIs (key performance 2010-2016 Kirkpatrick indicators) Partners, LLC. Touchbases/meetings All rights reserved. Participant Interaction In the general chat area, identify some drivers you would implement to help training graduates to perform the critical behaviors on the job: Use the project management system for all growth initiative-related tasks Participate in weekly status update meetings LLC. All rights reserved. 10

Action Points 1. Begin all programs with a focus on impacting organizational results. 2. Create a strong on-the-job application plan. 3. Streamline evaluation at Kirkpatrick Levels 1 and 2. Focus on the Formative Formative Evaluation The collection of data or information during a learning event or phase LLC. All rights reserved. 11

Why Focus on Formative? 1. Keep evaluation forms and interviews brief. Why Focus on Formative? 2. Save resources for Levels 3 and 4. Improve The Program Maximize Organizational Results Demonstrate Program Value Effective Training Training Effectiveness LLC. All rights reserved. 12

Why Focus on Formative? 3. Adjust the program to meet participant needs. Presenter seems very responsive to participants, and flexible. Thank you for adjusting the program to meet my needs. Thanks for slowing down the pace and adding more review questions. It really helped! The on-the-fly adaptations are exemplary. Use a Blended Evaluation Approach Blended Evaluation A methodology in which data are collected from multiple sources using multiple methods, in a blended fashion that considers all four Kirkpatrick levels. LLC. All rights reserved. 13

Eliminate Unnecessary Questions Usefulness Information used to make decisions related to the program and progress afterwards (effective training) Credibility Information showing your stakeholders that performance improved and organizational results were positively impacted (training effectiveness) Leverage Technology LLC. All rights reserved. 14

Participant Interaction In the general chat area, type in one specific way that you could streamline your Levels 1 and 2 evaluation efforts. Register for Free Resources Links to: Online resource library with 60+ items White paper and article LinkedIn Kirkpatrick Evaluation discussion group Subscription to: Weekly e-newsletter Go to Kirkpatrickpartners.com 2010-2016 Kirkpatrick Partners. All rights reserved. More In-Depth Information Now available! Use the code FALLBOOKS16 to save 10% Go to td.org/4levels 2010-2016 Kirkpatrick Partners. All rights reserved. LLC. All rights reserved. 15

Please Contact Us Customer service: information@kirkpatrickpartners.com Sales: inquiries@kirkpatrickpartners.com (770) 302-3500 kirkpatrickpartners.com LLC. All rights reserved. 16

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