Content Strategy

ATD October 2014 Chapter Meeting – Integrated Talent Management Scorecards: Insights from World-Class Organizations on Demonstrating Value Part 2

Posted by Kim Dare on Nov 19, 2014 7:33:37 AM

Let’s look a little closer at each level.

Organizational scorecard

What’s the most effective talent management strategy for improving organizational performance? You use a roll-up of both the macro and micro scorecards to understand your company’s business model and define what constitutes value. Through the scorecard, you’ll discover where and how this value is created, and connect business processes and talent management interdependencies.

Functional scorecard

Use the functional (macro) scorecard to track activity and efficiency. For this type of scorecard, it’s important that you identify the audience before you design the scorecard. You need to consider all uses for the data that you receive and the requirements for the source data. Then, pilot test your scorecard with a sample audience before releasing it for broader implementation.

Micro scorecard

The micro scorecard will be a one- to two-page table of activity metrics and should list business objectives. This is where you can really see the impact in a granular way. You should evaluate on each the following levels:

  • Satisfaction
  • Learning
  • Application
  • Business impact
  • Return on investment (ROI)

For this type of scorecard, you need to make sure that you plan for evaluation before and during the design of the scorecard. You want to keep it simple and conservative while accounting for the influence of other factors. Most importantly, you should involve staff and management in the process of planning and executing data collection. This is where you can gather very specific information about how each person in your organization aligns with the business objectives.

Read More

Topics: instructional design, ATD, talent management, micro scorecards, ATD Seattle, macro scorecards, organizational scorecards, functional scorecard

ATD October 2014 Chapter Meeting – Integrated Talent Management Scorecards: Insights from World-Class Organizations on Demonstrating Value Part 1

Posted by Kim Dare on Nov 12, 2014 7:41:00 AM

Last month, I had the opportunity to attend an Association for Talent Development (ATD) chapter meeting in Seattle. ATD (formerly the American Society for Training & Development, ASTD) is a network of HR professionals, trainers, instructional designers, and many other professionals from training organizations. At this chapter meeting, we were given a lecture on talent management scorecards by a leading author and speaker in the field, Lynn Schmidt, Ph.D. Dr. Schmidt has an impressive resume; her biography reads:

Lynn has 26 years of experience as a talent management and organization development leader in large corporations. Currently, she is a talent management leader at Group Health Cooperative and has responsibility for succession management, leadership development, coaching, leader onboarding, and performance management. Lynn has received her certification in ROI evaluation, served as the chairperson of the ASTD ROI Network Advisory Committee for two years, and was a recipient of the ROI Practitioner of the Year Award.

You might ask, “What does talent management have to do with instructional design?” At face value, maybe not a lot. When it comes to instructional design, I’m more concerned with managing the project (scope, delivery mode, audience, and so on). However, in the past five years, I’ve worked on no fewer than five quality attribute projects that were designed to evaluate an agent’s performance. Without even knowing it, I was creating a scorecard for talent management. After this lecture, I feel more equipped to guide my clients toward scorecards that will get the result that they’re looking for: service excellence.

I want to share the highlights that I took away from the talk and then offer thoughts on how this will impact my design and development of quality programs for support professionals.

Read More

Topics: learning and development, ATD, talent management, workforce planning, Lynn Schmidt,, ROI Practitioner of the Year Award, micro scorecards, succession management, engagement and retention, performance management, talent acquisition, ATD Seattle, macro scorecards, scorecards, ASTD ROI Network Advisory Committee, organizational scorecards