Welcome to the Members Resource Center. This page is just for Center for Talent Reporting members and is designed to make it easier for you to find what you need to connect with other members.
Measurement and Reporting for L&D—An In-Depth Examination of the Most Important Topics
Nine-part, online series to get the latest thinking and techniques for measurement and reporting. Each session is lead by David Vance, one of the profession’s leading authorities, and focuses on a few key topics, each building on the previous one. All eight sessions provide a comprehensive overview of measurement and reporting.
SESSION 1
Introduction to Measurement, Reporting and the Talent Development Reporting Framework
Introduction to Measurement, Reporting, and the TDRp Framework, PPT: July 2021
Introduction to Measurement, Reporting, and the TDRp Framework, MP4: July 2021
Focus on Efficiency Measures
Focus On Efficiency Measures, MP4: Aug. 2021
Focus On Efficiency Measures, PPT: Aug 2021
SESSION 3
Focus on Effectiveness and Outcome Measures
This session explores effectiveness and outcome measures in detail. In learning, these measures are known as the Four Levels of Kirkpatrick and the Five Levels of Phillips. We examine the difference between the two approaches for Level 4 giving special attention to Phillips’ Level 4 impact which doubles as an outcome measure. Special attention is paid to how to isolate the impact of learning from other factors, which is one of the most contentious in the field. We also share which effectiveness measures are commonly benchmarked.
Focus on Effectiveness and Outcome Measures, MP4: Sept. 2021
Focus on Effectiveness Outcome Measures, PPT: Sept 2021
SESSION 4
Selecting Your Measures
This session provides detailed guidance on how to use the Talent Development Reporting principles (TDRp) framework to select the measures that are right for you—which is typically the most difficult part of creating a measurement strategy. We begin this webinar by examining measures for individual programs that are aligned to goals and needs as well as courses that are not aligned. Next, we explore initiatives designed to improve processes and systems, including informal learning and initiatives to improve efficiency/effectiveness measures across all programs. Finally, we discuss measures to aggregate across programs and initiatives.
Selecting Your Measures, MP4: Sept. 2021
Selecting Your Measures, PPT: Nov. 2021
SESSION 5
Reporting and Running Learning Like a Business
In this session we describe the different types of reports in detail and explore how measures are used in scorecards, dashboards, and reports. We revisit the purpose of measures and share detailed recommendations about which reports are appropriate depending on the purpose of the measures. We discuss how to run learning like a business and its implications for reporting. Examples are provided and discussed.
Reporting and Running Learning Like a Business, MP4: Nov. 2021
Reporting and Running Learning Like a Business PPT: Nov 2021
SESSION 6
The Three TDRp Measurement Reports
In this session we explore the three types of Talent Development Reporting principles (TDRp) reports: program, operations, and summary. These three reports are recommended to manage learning and are essential to running learning like a business. A program report is used to manage an individual program to meet a specific company goal or need. The operations report is used to manage improvement in efficiency and effectiveness measures across all programs. It is also used to manage department initiatives to improve processes and systems. The summary report is intended for senior leaders (CEO, CFO, and governing board). It is a high-level summary demonstrating alignment, impact, and improvements in efficiency and effectiveness.
Three TDRp Management Reports, MP4: December 2021
Three TDRp Management Reports, PPT: December 2021
SESSION 7
Creating Plan Numbers, Year-to-Date Results, and Forecasts
In this session, we explore where the numbers come from that are used in the Talent Development Reporting principles (TDRp) management reports. We focus on how to create plan numbers, create or use year-to-date results, and create forecasts. This session is more technical that other webinars in this series and provides excellent insight into creating and using the reports. We address the statistical significance of effectiveness measures and seasonality in forecasting.
Creating Plan Numbers, MP4: Jun 2021
Creating Plan Numbers PPT: April 2021
SESSION 8
Reporting Year-to-Date Results and Making Forecasts
In this session we continue to explore where the numbers come from that are used in the TDRp management reports. Our focus is on reporting and using year-to-date results, including how to estimate them when necessary. We cover creating forecasts and using reports. This session is more technical than the others in our series but will provide excellent insights. Statistical significance for effectiveness measures is addressed as is the use of seasonally-adjusted data in forecasting.
Reporting Year-to-Date Results and Creating Forecasts MP4: May 2021
Reporting Year-to-Date Results and Creating Forecasts PPT: May 2021
SESSION 9
Creating Your Measurement and Reporting Strategy
In this session, we provide guidance on how to use all that you learn in the previous sessions to create a robust measurement and reporting strategy. We provide recommendations for the elements that should be included in your measures library. We conclude with thoughts on roles, responsibilities, and change management considerations.
Creating Your Measurement and Reporting Strategy, PPT: June 2021
Creating Your Measurement and Reporting Strategy, MP4: June 2021
Public Reporting of Key Human Capital Measures is Coming: Are You Ready?
The US Securities and Exchange Commission will adopt new rules in 2020 mandating public disclosure of material key human capital metrics and initiatives for all publicly traded companies. Given the tight labor market, other organizations will eventually be forced to follow. The recently released standards for human capital reporting by ISO will be used by many as a starting point in deciding what to disclose and as a defense against a shareholder lawsuit for failure to disclose material human capital information.
Join us for this webinar to learn more about both the SEC’s new rules and ISO’s recommendations. Particular attention will be given to the eight ISO recommended measures for learning and development, including the proposed definitions. The webinar will conclude with a recommended strategy to address the new requirements and a list of starter measures for your organization’s consideration.
Public Reporting of Key Human Capital Measures, PPT: December 2021
Public Reporting of Key Human Capital Measures, MP4: December 2021
Creating Year-to-Date and Forecast Columns in TDRp Reports
Creating the YTD and Forecast Columns for TDRp Reports—Presentation
Creating the YTD and Forecast Columns for TDRp Reports
Using TDRp Reports to Manage Programs and Departments
Using TDRp Reports to Manage Programs and the Department
Using TDRp Reports to Manage Programs and the Department
The Six HR Processes
This webinar is an introduction to the six HR processes besides L&D and to the employee life cycle.
The Six HR Processes
The Six HR Processes
Data Gathering Considerations
This webinar is an introduction to the issues around data gathering and provides some recommended approaches.
Data Gathering Considerations
Data Gathering Considerations
TDRp Implementation Guidance
This webinar is designed to follow the Introduction to TDRp and Implementation webinar. It focuses on the steps needed for implementation and the change management required for success.
TDRp Implementation Guidance
TDRp Implementation Guidance
TDRp Implementation Critical Success Factors
This webinar is designed to follow Using TDRp Reports to Manage Programs and the Department. It focuses on the 10 steps needed for implementation. The first four webinars in the TDRp Series are recommended as prerequisites.
Implementation Critical Success Factors
TDRp Change Management
This webinar is designed to follow TDRp Implementation Guidance and focuses on the change management and critical factors required for success. This event addresses key areas of resistance and how to overcome them. The first five webinars in the TDRp Series are recommended as prerequisites.
TDRp Change Management
TDRp Change Management
Planning, Estimating, and Forecasting
Planning Estimating and Forecasting
New ISO Human Capital Reporting Standards—What You Need to Know
This webinar provides an inside view of the standards and processes that led to the creation of the ISO Human Capital Reporting standards. You’ll learn why we need human capital reporting standards and more specifically, the need for public disclosure of key human capital measures. You’ll understand the process used by the ISO to create the standards, the types of measured covered, prospects for adoption, and steps organizations should take to be ready.
Measure, Communicate and Improve L&D Impact
This webinar addresses the issues of impact, business outcomes, and ROI as it relates to L&D. Two of the industries top leaders facilitate this event and provide different methods to measure impact and insights for what to do with learning measurement data.
Measure, Communicate, and Improve Impact
Demystifying Dashboards
In this webinar you’ll learn how easy it is to create and manage dashboards tailored to each of the key roles within the L&D function. You’ll learn the core components of actionable dashboards with real-world examples, including dynamic filtering and drill-down using the Metrics That Matter platform.
CTR Dashboards Demystified
Accounting Basics for HR Professionals
This webinar teaches you the basics of financial statements and commonly used accounting concepts. You’ll learn the accounting knowledge you are likely to need in your role as an L&D or HR professional and gain a deeper understanding of important concepts and terms. This webinar is a recommended prerequisite to the Financial Acumen webinar.
Accounting Basics
Accounting Basics
Financial Acumen Parts 1 and 2
In this webinar you’ll learn the five steps you must take to improve your financial acumen to become a more valued and appreciated business partner. You’ll hear about what business leaders are really looking for and understand how they think. The webinar provides insights into what it takes to make your case in venacular that resonates with leaders. The presenter provides examples of his own experiences dealing with HR and why many requests from HR are denied. Accounting Basics for HR Professionals webinar is recommended as a prerequisite.
Financial Acumen for HR part 2 by Jeff Higgins
Financial Acumen For HR Part 2By Jeff Higgins
CTR Website Overview
This webinar walks you through the Center for Talent Reporting website so you understand the resources available and how to find them.
Reporting Webinar Presentation, May 2019
Community of Practice
The Community of Practice Forum is dedicated place for CTR members to share issues, challenges, successes, and material.
Management Reports
Management Reports are available for Leadership development, Talent Acquisition, Performance Management, Capability Management, Total Rewards, and L&D
Conference Presentations
Community of Practice (Members only)
CTR members are encouraged to use the Community of Practice area to ask questions and share ideas. Join the discussion here.
Case Studies
Download and read the following Talent Development Reporting principles case studies:
ADP Case Study
Western Union Case Study
Knowledge Advisors Case Study
Job Aids
Click the headings below to download templates and documents to assist in your Talent Development Reporting principles implementation and certification.
Implementation of TDRp should be viewed as a project with not only a well-defined project plan, but also a project charter document that defines the scope, objectives, and participants of your TDRp effort. This document ensures that everyone involved in the project is aware of its purpose and objectives. It provides a preliminary delineation of roles and responsibilities, outlines the project objectives, identifies the main stakeholders, and defines the authority of the project manager. It should be updated periodically to reflect changes in project scope, key players and resources available. It provides an ongoing record of the agreements about the project between the project manager, the primary sponsor and key stakeholders
Project Charter Template
This template enables you to communicate expectations to stakeholders and project members and will enable you to better manage the project, the resources and the scope. This is also a required document for TDRp Certification, and this implementation plan template follows the current 3-Gate certification process and will provide you with a starting point for developing your plan.
This template is available in two formats: MS Project and Excel
Update the project start date and the begin date and all other dates will be adjusted accordingly. Feel free to modify elapsed time for specific tasks or to add / delete tasks.
Implementation Plan Template (MS Project)
You will need to manually update the dates in columns E-F to reflect your start and end dates.
Implementation Plan Template (MS Excel)
This document provides the ten steps of implementation and provides a high level summary view of your TDRp implementation plan. Moreover, it enables you to easily monitor progress of your implementation. Use this document when communicating your progress to the TDRp implementation sponsor and key stakeholders.
TDRp Implementation Progress Assessment Worksheet
A best practice in TDRp implementation is the creation of an organization specific measures library reflecting the names, definitions and details of each measure that will appear in statements and/or reports. This is also a required document for TDRp Certification. This template identifies the fields that are recommended for inclusion in your measures library. Feel free to add other fields that are relevant to your organization so that the library can become the ‘single source of truth’ for your measures and their definitions.
Measures Library Template
Application for TDRp Certification:
The CTR Certification document is a pdf document that outlines the end to end process for Certification along with the application for Gate 1. This document has been extracted from the PDF file and is in Word to enable you to easily complete the application for Gate 1. Even those not pursuing TDRp Certification may find this to be a good resource to help ensure all the critical success factors are in place.
