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The L&D Portfolio Evaluation Model:

A comprehensive guide to evaluating L&D portfolios, aligning with business outcomes, and crafting effective measurement plans for training success. Make informed decisions using this handbook!

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The L&D Portfolio Evaluation Model:

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  1. The L&D Portfolio Evaluation Model: Portfolio & Measurement Plan Decision Guide

  2. Tips for Using This Decision Guide • Portfolio Decision Guide • When selecting the macro Business Outcome, use the Business Outcomes mapping page to help align to the macro outcome that makes the most sense • When considering if a course is designed to provide your company with a competitive advantage, don’t overthink it; generally, your highest-investment courses will fall into that category • Measurement Plan Decision Guide • Keep it simple and start with 1 Measurement Plan per Portfolio • If you do this, the Measurement Plan Decision Guide won’t be necessary! • If you must differentiate further, establish clear criteria for “why” some courses might need a different Measurement Plan and how Course Owners will know that they are making the right choice. Update the slide accordingly. • Examples: • Subject matter (e.g. Leadership courses use a different Measurement Plan) • Duration (e.g. Content under 1 hour uses a different Measurement Plan)

  3. Mapping Survey Business Outcomes to Macro Outcomes The below may be helpful to consider when using the Portfolio Assignment Decision Guide: Business Outcomes which ultimately increase Operational Effectiveness: Business Outcomes which ultimately Drive Growth: Customer Satisfaction Sales/Revenue Innovation (if focused on new product development) Building internal business relationships Productivity Employee Engagement • Compliance • Cost management • Employee Retention • Innovation (if focused on increasing efficiency) • Employee engagement • Operational Efficiency • Quality • Risk • Safety Note: Some outcomes could contribute to both Operational Effectiveness (bottom-line) or Driving Growth (top-line) outcomes; consider the objectives of the training and which macro outcome learners’ application of the training will contribute to most.

  4. Portfolio Assignment Decision Guide 1 What outcome will this training ultimately impact the most? Compliance, Cost management, Employee Retention, Innovation (if focused on increasing efficiency), Employee engagement, Operational Efficiency, Quality, Risk, Safety Customer Satisfaction, Sales/Revenue, Innovation (if focused on new product development), Building internal business relationships, Productivity, Employee Engagement 2 2 Is the content in this course specific to our company’s processes, or expected to provide a clear advantage over our competitors? Is the content in this course specific to our company’s processes, or expected to provide a clear advantage over our competitors? NO YES YES NO 3 Operational Efficiency Portfolio Is this course designed to shield the company from financial risk due to non-compliance with policies, laws, etc.? Drive Growth Portfolio YES NO Foundational Skills Portfolio Mitigate Risk Portfolio

  5. Measurement Plan Assignment Decision Guide Which Portfolio is the course aligned to? Operational Efficiency Portfolio Mitigate Risk Portfolio Foundational Skills Portfolio Drive Growth Portfolio Are there any additional Measurement Plans configured in this Portfolio? Are there any additional Measurement Plans configured in this Portfolio? Are there any additional Measurement Plans configured in this Portfolio? Are there any additional Measurement Plans configured in this Portfolio? YES* YES* YES* YES* NO NO NO NO Drive Growth Core Measurement Plan Foundational Skills Core Measurement Plan Operational Efficiency Core Measurement Plan Mitigate Risk Core Measurement Plan YES YES YES YES Does the course meet the criteria for the Core Measurement Plan? Does the course meet the criteria for the Core Measurement Plan? Does the course meet the criteria for the Core Measurement Plan? Does the course meet the criteria for the Core Measurement Plan? NO NO NO NO Alternate OE Measurement Plan Alternate FS Measurement Plan Alternate DG Measurement Plan Alternate MR Measurement Plan *configuration of additional Measurement Plans beyond the Core plans is optional

  6. Reference:MTM Core Portfolio Measurement Plan KPI Mix Run the Business (Maintenance) Advance the Strategy (Organization Growth) Differentiating Knowledge and Skills (Drive Competitive Advantage) Generic Knowledge and Skills (Strong Foundation)

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