Published in Fall 2024
In today’s exceptionally competitive business environment, organizations are investing significantly in learning and development (L&D) programs to ensure their workforce remains skilled, innovative and adaptable. L&D enable learners to better manage the constant change occurring within their environments.
Merely implementing learning programs, as you may be currently doing, however, is insufficient to prove your relevant worth and value. It’s essential for practitioners to deliver sustained, tangible results that align with their organization’s operational and strategic goals. Simply, it’s about making sure you tangibly demonstrate operational accountability for their efforts. More specifically, it is the operational need to balance learning accountability with learning effectiveness.
Read on to learn how you can make your efforts more effective while demonstrating learning accountability to operational stakeholders.
Elevating L&D’s Role
Your focus should be to elevate the role of L&D within your organizations. This is not as difficult as you think since most operational stakeholders recognize knowledge is central to strategic competitiveness and, as you ascend the organizational hierarchy, learning increasingly becomes a priority.
Historically, L&D has been perceived as a cost to the organization rather than a strategic partner. This perception is a result of learning not demonstrating tangible operational value. To shift perceptions, focus on operational outcomes over the learning activity itself. It’s about aligning with operational metrics that matter, such as improved productivity, increased sales, enhanced customer satisfaction and reduced costs. This refocus moves L&D from being a peripheral function to a critical driver of business performance.
Bridging the Gap Between Learning and Operational Performance
The one essential objective for practitioners is to bridge the gap between learning initiatives and operations. For stakeholders, it’s never about the “learning,” but rather about the “doing.” Simply, your learning efforts should not only be about imparting knowledge but also fostering behavior changes leading to improved job performance.
Operational performance metrics play a crucial role in demonstrating the value of L&D initiatives within an organization. These targeted metrics provide tangible data that illustrate the impact of learning initiatives on key performance indicators (KPIs) and business outcomes.
The connection between operational engagement and learning outcomes is dynamic and reciprocal. Learning engagement is the commonality influencing knowledge retention, skill application and performance improvement. By establishing robust connections between engagement metrics and learning results, learning practitioners and operational stakeholders can work together to create targeted interventions, design immersive learning experiences and empower employees to become active agents of their own developmental journeys.
By making tangible connections from the learning outcomes to key operational performance metrics, organizations can demonstrate how training and development efforts translate into tangible business benefits. This approach helps justify the investment in L&D and secure continued support from senior leadership.
Measuring Participant Engagement Metrics
As L&D initiatives increasingly take center stage in driving organizational success, participant engagement emerges as a pivotal force shaping the effectiveness of workplace learning. Imagine learners who are not merely passive recipients of information but active and enthusiastic participants in their own development journey. This paradigm shift from traditional one-way knowledge dissemination to a collaborative, engaging learning environment has the potential to revolutionize the way organizations evolve and thrive.
The essence of engagement is the connection between active participation and learning outcomes. Regretfully, many organizations, specifically their learning function, continue to apply conventional approaches for evaluating the impact of workplace learning, often relying on simple metrics like completion rates or post-training assessments. However, these metrics provide only a fraction of the story, omitting the nuances and essential data between employee learning engagement and tangible operational outcomes.
Employee engagement in the learning process is more than just making sure people participate; it’s a profound state where employees are emotionally invested in the learning process. They see it benefiting them in such a way that it excites them. When an employee is engaged in learning, they approach it with a sense of genuine interest and commitment.
Quantifying Learning Engagement for Decision-Making
Imagine driving a car without a dashboard showing you how fast you’re going or how much fuel you have. In the world of workplace learning, quantifying engagement is like having that dashboard — it helps organizations make informed decisions about their learning programs.
When we talk about quantifying engagement, we mean measuring and tracking how actively employees are participating in learning activities in the context of then applying it to their jobs. It’s not just about saying “many people completed the course.” It’s about understanding how deeply they’re involved — are they exploring different topics, asking questions or discussing with their peers? These insights act as signposts, guiding organizations toward understanding the effectiveness of their learning initiatives.
Quantifying engagement offers organizations a clear view of what’s working and what must improve. It’s like looking at a map during a journey: You can see which roads are leading you in the right direction and where you might need to change your route. Similarly, engagement metrics provide data-driven insights that help organizations fine-tune their learning programs to ensure they’re on the path to success.
The ability to quantify engagement provides organizations with a powerful tool for making informed decisions. In addition, engagement data enhances the learning experience and delivers more meaningful, impactful experiences for employees. Engagement metrics serve the same purpose as your car’s dashboard, which provides timely information to ensure a safe journey. Organizations can use it as a compass to direct them toward learning that transforms individuals and propels them forward.
Learning in Relation to Financial Performance
Financially based performance measures will always be important in decision-making. All organizations — profit and nonprofit — operate primarily based on meeting specific financial expectations. But while they will always be preoccupied with financial accountability, companies are moving toward nonfinancial-focused performance metrics to assess growth and viability, and underlying it all is accounting for operational stakeholder’s financial decisions. For learning efforts to be of relevance it’s important to determine the significance of financial measurement on their efforts.
Becoming both financially and operationally literate allows you to discover operational areas where your learning efforts will deliver the most value. So when actual operational results don’t live up to expectations, stakeholders will want accountability for the discrepancy and then, more importantly, want to have it addressed/fixed. This “fix” is an organizational learning opportunity.
Discovering those affected areas is where your efforts can derive value and build credibility to foster effective, meaningful and substantive learning interventions and stakeholder trust. Essentially, identifying operational weaknesses by analyzing internal financial metrics allows you to conduct a well-defined needs/skills assessment from the perspective of your management.
Developing this one ability will certainly get management’s attention, have them more accepting of proposed solutions, and be more aware of how learning interactions contribute to expected operational results. Looking at it this way solves more than half your battle in gaining management support for proposed learning solutions.
Adopting a Holistic View of Learning Impact
L&D often resides in the background with little attention given to it, except when it is suddenly needed. To this day, operational stakeholders, along with learning practitioners, turn to learning only after finalizing strategic and operational decisions. Many learning departments accept this as part of their reality since they don’t see their role as an integral component of the organizational strategic decision process. Furthermore, nearly all training budgets often reside with operational stakeholders and not entirely under L&D’s control.
Here’s the reality: If you’re serious about measuring the impact of your learning efforts upon the organization, then you must align with your organization’s performance metrics. But to align with these metrics, you must appreciate the value your organization wants to deliver to the market. To do this, however, you must understand how your organization creates this value. This type of root-cause analysis will help you better target your learning efforts, foster operational learning value and build lasting credibility with operational stakeholders.
To appreciate learning’s role within the organizational framework, you must know how your organization creates the value customers/end users expect while maintaining their strategy of long-term growth. Your stakeholders describe this operational framework as a “strategic value chain.” The value chain is why and how every organization operates and where it places its operational value focus. By deconstructing the value chain, your stakeholders devise effective operational strategies to achieve their long-term mission. Knowing this provides opportunities to discover where to focus your learning efforts and to better identify precise/targeted learning interventions.
Building Lasting Credibility
For stakeholders, learning is no longer an afterthought but rather an integral part of organizational culture expected to demonstrate tangible value toward operational performance. Reactive behavior from L&D, or being the “order taker,” is no longer acceptable. You’re now expected to step up into a more proactive and prominent role.
Here’s where it gets confusing: Even though learning is gaining prominence among leadership, it does not automatically gain stakeholder acceptance. You’re still going to have to prove your worth and earn your keep.
This challenge for many learning leaders is to develop the ability to transition from their current learning perspective to that of organizational systems thinking. Do this by answering some basic questions such as:
- What is the purpose of your organization’s existence?
- What are the products and/or services offered?
- What are the primary operational areas directly contributing to its objectives?
- Who does the organization serve?
You may believe that you already know some of the answers, but before jumping to immediate conclusions, speak to others in your organization and learn as much as you can to reach complete answers or to confirm what you already know.
By focusing on strategic alignment, data-driven measurement and continuous improvement, you will possess the foundational elements for transforming L&D from a supportive function to a strategic partner. In doing so, you will also help justify your organization’s investments in L&D, ensuring that your efforts contribute to their operational and strategic goals.