Sheet 1: Table of Contents_Hyperlinks

	
	
	

		
Measurement Demystified Field Guide: Exercises
		
	

		
Instructions: The template below lists each exercise in the Measurement Demystified Field Guide. Each is hyperlinked to simplify navigation. At the bottom of each worksheet is a hyperlink back to the TOC, which allows you to quickly return to the table of contents. Do not change the names of tabs or the titles in this worksheet. Otherwise, the hyperlinks may not work.
		
	

		


		


	
	

		
Exercise #
		
Title
	
	

		
1-1
		
Exercise 1-1. Types of Frameworks
	
	

		
1-2
		
Exercise 1-2. How the Framework Applies to Your Organization
	
	

		
1-3
		
Exercise 1-3. A Treasure Hunt
	
	

		
1-4
		
Exercise 1-4. Why Does Your Organization Measure?
	
	

		
1-5
		
Exercise 1-5. What Does Your L&D Organization Measure?
	
	

		
2-1
		
Exercise 2-1. Why Is Each Type of Measure Important?
	
	

		
2-2
		
Exercise 2-2. Match the Measure to the Type of Efficiency Measure
	
	

		
2-3
		
Exercise 2-3. Select the Measure for Each Question
	
	

		
2-4
		
Exercise 2-4. Why Is Each Type of Measure Important?
	
	

		
2-5
		
Exercise 2-5. Select the Measure for Each Question
	
	

		
2-6
		
Exercise 2-6. Identify the Outcome Measures for Strategic Learning Programs
	
	

		
2-7
		
Exercise 2-7. Choose the Type of Outcome Measure for Strategic Program
	
	

		
2-8
		
Exercise 2-8. Determine How to Overcome the Barriers to Getting Outcome Data
	
	

		
2-9
		
Exercise 2-9. Identify the Type of Measure
	
	

		
2-10
		
Exercise 2-10. Classify the Measures in Your Organization
	
	

		
3-1
		
Exercise 3-1. Compare Scorecards, Dashboards, and Management Reports
	
	

		
3-2
		
Exercise 3-2. Identify the Primary Components in a Program Evaluation Report
	
	

		
3-3
		
Exercise 3-3. Identify the Primary Components in a Custom Analysis Report
	
	

		
3-4
		
Exercise 3-4. Identify Report Type by User Need
	
	

		
3-5
		
Exercise 3-5. Inventory of Your Reports
	
	

		
3-6
		
Exercise 3-6. Frequency Distribution by Report Type
	
	

		
3-7
		
Exercise 3-7. Running Learning Like a Business
	
	

		
3-8
		
Exercise 3-8. Strategic and Non-Strategic Programs
	
	

		
3-9
		
Exercise 3-9. Percentage Distribution of Your Programs by Type
	
	

		
3-10
		
Exercise 3-10. Elements in a Program Report
	
	

		
3-11
		
Exercise 3-11. Use of Management Reports
	
	

		
4-1
		
Exercise 4-1. Diagnose Your Measurement Maturity
	
	

		
4-2
		
Exercise 4-2. Opportunities for Improvement
	
	

		
4-3
		
Exercise 4-3. Explore the Implementation Implications
	
	

		
4-4
		
Exercise 4-4. Identify Activities for Wave 1 Implementation
	
	

		
4-5
		
Exercise 4-5. Identify Activities for Wave 2 Implementation
	
	

		
4-6
		
Exercise 4-6. Identify Activities for Wave 3 Implementation
	
	

		
4-7
		
Exercise 4-7. Develop Your Interview List
	
	

		
4-8
		
Exercise 4-8. Develop Your Interview Questions 
	
	

		
4-9
		
Exercise 4-9. Consolidate the Results of Your Interviews
	
	

		
5-1
		
Exercise 5-1. Unintended Consequences of Unbalanced Measures
	
	

		
5-2
		
Exercise 5-2. Identify Strategic and Non-Strategic L&D Programs in Your Organization
	
	

		
5-3
		
Exercise 5-3. Case Study Part 1: Measures for Strategic and Non-Strategic Program
	
	

		
5-4
		
Exercise 5-4. Case Study Part 2: Identify Measures to Mitigate Unintended Consequences
	
	

		
5-5
		
Exercise 5-5. Measures for Your Strategic and Non-Strategic Programs
	
	

		
5-6
		
Exercise 5-6. Case Study Part 3: Identify Initiative Measures
	
	

		
5-7
		
Exercise 5-7. Case Study Part 4: Add Complementary Initiative Measures 
	
	

		
5-8
		
Exercise 5-8. Measures for Your Initiatives
	
	

		
5-9
		
Exercise 5-9. Summarize the Measures to Use
	
	

		
5-10
		
Exercise 5-10. Display Your Measures by Program
	
	

		
5-11
		
Exercise 5-11. Create Your Data Sources Template
	
	

		
5-12
		
Exercise 5-12. Create Your Own Measures Library
	
	

		
6-1
		
Exercise 6-1. Create Your Report List
	
	

		
6-2
		
Exercise 6-2. Opportunities to Improve or Create New Scorecards
	
	

		
6-3
		
Exercise 6-3. Opportunities to Add Thresholds to Scorecards
	
	

		
6-4
		
Exercise 6-4. Opportunities to Redesign Dashboards
	
	

		
6-5
		
Exercise 6-5. Opportunities to Create Program Evaluation Reports
	
	

		
6-6
		
Exercise 6-6. Components of a Program Evaluation Report
	
	

		
6-7
		
Exercise 6-7. Create a Program Report for the Case Study
	
	

		
6-8
		
Exercise 6-8. Create Your Strategic Program Report 
	
	

		
6-9
		
Exercise 6-9. Create Your Non-Strategic Program Report
	
	

		
6-10
		
Exercise 6-10. Create the Operations Report for the Case Study
	
	

		
6-11
		
Exercise 6-11. Create Your Operations Report
	
	

		
6-12
		
Exercise 6-12. Create a Summary Report for the Case Study
	
	

		
6-13
		
Exercise 6-13. Create Your Summary Report
	
	

		
7-1
		
Exercise 7-1. Brainstorm Adjectives for Your Qualitative Outcome Measures
	
	

		
7-2
		
Exercise 7-2. Assign Qualitative Outcome Adjectives
	
	

		
7-3
		
Exercise 7-3. Qualitative Outcome Measure Plan for a Program
	
	

		
7-4
		
Exercise 7-4. Use Percentage Contributions
	
	

		
7-5
		
Exercise 7-5. Quantitative Outcome Measure Plan for One Program
	
	

		
7-6
		
Exercise 7-6. Relationship of Efficiency and Effectiveness Plans to the Plan for the Outcome Measure
	
	

		
7-7
		
Exercise 7-7. Review the Plans in Your Program Report
	
	

		
7-8
		
Exercise 7-8. Baseline Values to Determine Plan
	
	

		
7-9
		
Exercise 7-9. Effort Required to Achieve Plan
	
	

		
7-10
		
Exercise 7-10. Review Plans in Your Operations Report
	
	

		
7-11
		
Exercise 7-11. Compare YTD Results to Plan
	
	

		
7-12
		
Exercise 7-12. Report YTD Results When YTD Outcome Data Is Available
	
	

		
7-13
		
Exercise 7-13. Estimate YTD Results for Outcome Measures
	
	

		
7-14
		
Exercise 7-14. Identify Seasonality
	
	

		
7-15
		
Exercise 7-15. Forecasting Using the Seasonal Annualization Formula
	
	

		
7-16
		
Exercise 7-16. Forecast Using Weighted Averages
	
	

		
7-17
		
Exercise 7-17. Forecast Effectiveness Measures
	
	

		
7-18
		
Exercise 7-18. Forecast Outcome Measures When YTD Results Are Available
	
	

		
7-19
		
Exercise 7-19. Forecast Outcome Measures When YTD Results Are Not Available
	
	

		
7-20
		
Exercise 7-20. Forecast Qualitative Outcome Measures
	
	

		
8-1
		
Exercise 8-1. Write the Introduction
	
	

		
8-2
		
Exercise 8-2. Describe Your Reasons to Measure
	
	

		
8-3: Parts 1 and 2
		
Exercise 8-3: Part 1. Organize User Needs for the Strategy
Exercise 8-3: Part 2. Write the Narrative About User Needs
	
	

		
8-4
		
Exercise 8-4. Summarize Your Programs and Initiatives
	
	

		
8-5: Parts 1 and 2
		
Exercise 8-5: Part 1. Document Your Measures
Exercise 8-5: Part 2. Write the Narrative About the Measures
	
	

		
8-6: Parts 1 and 2
		
Exercise 8-6: Part 1. Highlight Potential Data Collection Challenges
Exercise 8-6: Part 2. Write the Narrative About Data Collection
	
	

		
8-7: Parts 1 and 2
		
Exercise 8-7: Part 1. Summarize the Types of Reports You Will Use to Communicate to Stakeholders
Exercise 8-7: Part 2. Write the Narrative About Reports
	
	

		
8-8: Parts 1 and 2
		
Exercise 8-8: Part 1. Specify How You Will Generate and Distribute Reports
Exercise 8-8: Part 2. Write the Narrative for Report Generation and Distribution
	
	

		
8-9: Parts 1 and 2
		
Exercise 8-9: Part 1. Specify Resources Needed for Measurement and Reporting
Exercise 8-9: Part 2. Write the Narrative About Resource Requirements
	



Sheet 2: Ex 1-1

	
	

		
Exercise 1-1. Types of Frameworks
	
	

		


	
	

		
Instructions
1.  Seek out colleagues to get their perspective on common business frameworks. And do your own research by looking up information on the internet. 
2.  Record your answers below.
3.  Refer to the answer key in Appendix C to check your work.
	
	

		


	
	

		
Identify frameworks commonly used in business.
	
	

		


	
	

		
Which frameworks does the L&D function use?
	
	

		


	
	

		
What do these frameworks have in common?
	
	

		


	
	

		
What are their benefits?
	
	

		


	
	

		
What are their limitations?
	
	

		


	
	

		


	
	

		


	
	

		
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Sheet 3: Ex 1-2

	
	

		
Exercise 1-2. How the Framework Applies to Your Organization
	
	

		


	
	

		
Instructions
1.  Answer each question and record your responses below.
2.  If you can’t answer them yet, make a note to come back to this exercise after you’ve read chapters 2 and 3.
	
	

		
Does your organization use all five report types? If so, identify when and where.
	
	

		


	
	

		
Do you segment your measures into efficiency, effectiveness, and outcomes? If not, what benefit would that provide?
	
	

		


	
	

		
Which reason to measure is most common? Which is least common?
	
	

		


	
	

		


	
	

		


	
	

		
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