The Measurement Demystified Workshop

NEW FORMAT:  All you need to know about measurement and reporting to create your own strategy delivered in six modules over three months. The first module each month will cover the key concepts and will be 4 hours. The second module will focus on application and additional topics. It will be two hours.

$499 Members | $749 Non-Members for all six modules *

Upcoming Workshop Dates

March: Reasons to Measure, Efficiency and Effectiveness Measures

Module 1: March 17, 10-2 ET
Module 2: March 31, 10-12 ET


April: Outcome Measures and Measurement Selection

Module 3: April 14, 10-2 ET
Module 4: April 28, 10-12 ET  

May: Reporting, Running Learning like a Business, and Strategy

Module 5: May 19, 10-2 ET
Module 6: June 2, 10-12 ET

* Please call Andy Vance at 309-696-1382 to book a group reservation at a discounted rateRegister Now!

Join us to learn how to put measurement and reporting theory into practice at CTR’s Virtual Measurement Demystified Workshop. We will cover all the important topics from our 2021 book Measurement Demystified: Creating Your Own L&D Measurement, Analytics and Reporting Strategy published by ATD. We will also use exercises from our January 2022 Measurement Demystified Field Guide. (Participants will receive a copy of each book upon registration.)

The workshop includes lots of discussion, case studies, and individual assignments. We will cover all of the key elements of measurement, reporting, and management of L&D, including the just released SEC rule for human capital disclosure and the ISO standard for public reporting.

There will prework reading from our book for each module as well as homework assigned at the end of each module. We will review your homework and provide additional guidance at follow-up sessions scheduled about two weeks after each four-hour module.

Topics Covered in Each Month

March: Reasons to Measure and Efficiency & Effectiveness Measures

  • Introduction to the TDRp framework
  • Difference between measurement, analytics and reporting
  • The four reasons to measure
  • Introduction to the three types of measures
  • Need for a balance of measures
  • Focus on efficiency measures
  • Focus on effectiveness measures

Homework: Complete the case study to identify efficiency and effectiveness measures

April: Outcome Measures and Measurement Selection

  • Outcome measures
  • Exploration of the Phillips methodology to isolate impact. Compare to Kirkpatrick
  • Selecting the right measures for your programs and initiatives
    • For strategic programs
    • For non-strategic programs
    • For department initiatives
  • Creating a measures Library
  • Human capital reporting: SEC rule and ISO guidelines

Homework: Complete the case study exercise and create your own list of measures

May: Reporting, Running Learning like a Business, and Strategy

  • The five types of reports
  • Scorecards and dashboards
  • Program evaluation and custom analysis reports
  • The concept of running learning like a business
  • The three TDRp management reports
    • Program
    • Operations
    • Summary
  • How to use the management reports to run L&D like a business
  • Creating your own measurement and reporting strategy
  • Implementing your strategy

Homework: Create your own program and operations reports

Participants Will Leave With

  • A deeper understanding of measurement and reporting as well as how to manage human capital
  • Draft lists for effectiveness, efficiency, and outcome measures for their organization
  • Draft program and operations reports for their organization

 Who Should Attend

  • Anyone in L&D or HR responsible for managing people, programs, or budgets including the department head, program managers, directors, performance consultants, and client managers
  • Anyone in L&D or HR responsible for measurement and evaluation or data analytics
  • Anyone in a consulting or vendor organization who would like to help clients improve their measurement, reporting, and management of human capital

 Workshop Format

Workshops are limited to 15 participants. Pre-workshop reading will be available approximately four weeks prior to the workshop. Homework assignments will be made at the conclusion of each workshop.

We recommend having two or three individuals from the same organization attend together so they can discuss and apply the concepts in real time.


Contact Dave Vance with questions or request for more information.

Virtual Measurement and Reporting Workshops are available for departments within your organization. We will tailor these workshops to address your organizations challenges and priorities. Events last from one  to five days and may be spaced out over several weeks to suit your schedule.

See our Virtual Workshops page for more information