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					                                                                                    Shell EP Learning
                                                                                Learning Value Assurance


          Learning Economics Group
    Presentation on 9 Sep 04, 0800 US PDT


Learning Value Assurance Framework–
        An holistic approach to enhancing &
             measuring learning value

                                                  by

                      Mark Daly
           Learning Value Assurance Adviser
            Shell Exploration & Production


   Rights reserved. Please do not excerpt or redistribute without permission.
                                                                                               1
                                      Mark.Daly@shell.com
                                                                                                                        Shell EP Learning

 Introduction                                                                                                       Learning Value Assurance



 Aim
 To input ideas that stimulate discussion regarding an holistic approach to Learning Value Assurance (LVA)

 Method
 Teleconference call based around 12 x presentation slides made available to LEG participants prior to the event.

 30 minutes presentation followed by 30 minutes Q&A/discussion.



 Key messages

• Go with but beyond Kirkpatrick’s model
• Clarify meaning and scope
• Talk language and priorities of senior management & stakeholders
• Give the business learning value data it needs
• Build don’t just measure value
• Establish robust guidelines, measures & processes
• Keep measures & processes simple, usable
                                                                                                                                   2
                                                      Mark.Daly@shell.com
                                                                                                                                     Shell EP Learning
                                                                                                                                 Learning Value Assurance
  Shell EP Learning & LVA
 LVA role since Aug 03, team since Jan 04
                                                                                                                    L&D
                                                                                                                   Finance

 Based in the EP global learning centre in the Netherlands
                                                                                                Consultancy                     Communication
 Diverse network of L&D Stakeholders:                                                                &              LVA              &
                                                                                                Development        roles          Marketing
 Regional focal points, Skillpool Managers, Discipline Managers, Capability
 Managers, L&D Department Heads, HR, & Business Excellence Leaders,
 Change Managers, Line Managers, individuals…
                                                                                                                  Monitoring
                                                                                                                      &
                                                                                                                  Evaluation



Purpose: To build, evaluate, report & make recommendations regarding the value of learning to the business


                                                                                                             Head
                       Build                                                                              EP Learning



                        LVA                                                                         LVA
                                                                                                                  Knowledge,
                                                                                                                                     Facilities
   Report                             Measure                                     Faculty x 3                    Innovation &
                        Role                                                                       Team
                                                                                                                 Design Team
                                                                                                                                     & Admin


                    Evaluate                                                                              Competence
                    /Validate                                                                              & Change
                                                                                                                                                3
                                                                    Mark.Daly@shell.com
                                                                     Shell EP Learning
                                                                 Learning Value Assurance

Need for LVA?

Business Context

• Lots of learning activity, but how much is useful?
• Need to get more out of learning investment
• Competence recognized as key to business success
• Competence Based Progression policy & process
• Regionalization of the business, including L&D
• New technical business processes & technical innovations
• Standardization & simplicity & optimization
• New learning strategy
• Greater focus on developing non-technical skills
• Need to bridge gap between L&D, HR and line



                                                                                4
                                           Mark.Daly@shell.com
                                                                             Shell EP Learning
                                                                         Learning Value Assurance


   What is LVA?

                                                     Business
               On- the-job   Effectiveness
                                                      Level


  Resources                                                       Requirements




  Blended
Learning/KM   Learning           Value             Assurance              Assessment




 Processes                                                         Standards



               Off-the-job      Efficiency           Individual
                                                       Level


                                                                                        5
                             Mark.Daly@shell.com
                                                                                                                       Shell EP Learning
                                                                                                                   Learning Value Assurance
                                                    LVA framework
   Learning value is a function of learning effectiveness and efficiency.

 Learning Effectiveness =                                           Learning efficiency =
 the degree of impact on key competence requirements of             the degree to which optimum use is made of learning
 the business resulting from learning investment & activity.        investment in terms of time, money and effort



     LVA framework consists of a variety of measures, tools, processes, guidelines, and standards focusing on building,
     monitoring, evaluating and reporting learning effectiveness and efficiency.



Value is a relative term – to standards, interests of particular stakeholders, & context. Even where overlaps occur, weighting
of importance of key aspects of value varies.

Principle levels & focus of learning value
• Business - impact of learning on strategic & operational business interests
• Individual- impact on personal interests.

                                                                                                                                  6
                                                       Mark.Daly@shell.com
                                                                                                                                  Shell EP Learning

 Stakeholder L&D perspectives – what matters?                                                                                 Learning Value Assurance




               Business perspective                                                     Individual Perspective

• Does the workforce have the competence required to fulfil the business      • What competence standard is required of me - current &
plan?                                                                         future?
• Are robust assessment and assurance processes in place?                     • How is my progression effected?
• Are risks related to competence identified & addressed?                     • Is the process used to assess my competence fair?
• Are business-critical learning needs met?                                   • What are my L&D priorities?
• Is provision appropriate useful?                                            • What L&D provision is available & appropriate for me?
• Is best use made of learning investment in time, money & effort?            • Will I get the time and budget support required to
• Are budget requirements identified and planned for?                         develop?
• Are L&D plans realistic to meet current & future needs?                     • How do I find out more information?
• Do management and staff know what is expected and available?                • Is the course/event nomination and admin process
                                                                              efficient, easy to use?
• Is learning progress and value monitored and reported?
                                                                              • Is top quality training & learning support provided?




                                                                                                                                             7
                                                            Mark.Daly@shell.com
                                                                           Shell EP Learning

                     LVA Focus Areas                                   Learning Value Assurance




                       Effectiveness
                  • Extent to which business competence
Provision         needs met
                                                            Processes
                  • Extent to which team and individual
   Standards      competence needs met
                  • Quality                                   Definition of
     Policy                                                   Requirements
   Guidelines     • Quantity
                  • Costs                                  Needs identification
     Tools                                                    Prioritisation
Learning Events   • Appropriateness
                  • Accessibility                            IDP completion
 Opportunities                                                 IPD Roll up
    Methods       • Availability
                  • Customer & stakeholder satisfaction     L&D planning &
    Delivery                                                    Budgeting
   Resources      • Contribution to positive morale
                                                              Fit with HR&
    Facilities                                              business processes
Administration           Efficiency                            Monitoring
  Information     • Cost optimisation of provision and      Communication
     Advice       providers                                   & marketing
    Support       • Optimisation of resources                   Feedback
   Providers      • Synergy achieved at & between local,      Improvement
      KM          regional & global levels
                  • Administration speed and accuracy
                  • Learning MIS
                  •Responsiveness to customer needs

                                                                                      8
                              Mark.Daly@shell.com
                                                                                                                             Shell EP Learning
                                                                                                                         Learning Value Assurance
                                             Learning Value Assurance
Skills assessment by the                                                                                                 Skills development
        business?
                                                                                                                         in the workplace?
                                                                                                    Applying knowledge
Business Needs                                                                                        in the business?
& Competence                                                                           Knowledge
                                                                                        transfer
requirement                                                                            assessment

Individual Competence
                      C              Learning              Learning               Knowledge transfer                Competence
Assessment            B              Needs                 Provision                                                Building
                           D

Individual Development
Plans (IDPs)
                                                             Efficiency of
                                                               learning
                                                              provision

                                                         LVA Role
                                             Effectiveness of learning provision
                               Is learning meeting business and individual competence needs?
                                                                                                                                        9
                                                    Mark.Daly@shell.com
                                                                                                                                           Shell EP Learning
                                                                                                                                       Learning Value Assurance
                                                     Fit of LVA Methods & tools
                            Identification of learning needs                             Delivery                            Impact

Regional and Global review Business Needs
with T&OE + SPMs
                           & Competence                                                 Learning MIS                     Learning Reviews
(annual)
                         requirement
                                                                                        Dashboard                        Customer & stakeholder feedback


                         Individual Competence C               Learning                 Learning                      Knowledge transfer
Global View Reporting    Assessment          C B
tool                                                           Needs                    Provision                     + Competence building
                                             B D
                                             D
                                                               Global and regional     Learning agreement +                 Individual assessment on /after
                                                               Learning plans and      E-valuation                          courses
IDP Roll up and          Individual Development                budgets
analysis                                                                               Assessment being built in to         Accreditation
                         Plans (IDPs)                                                  new event design
                                                                                                                            Impact data from learning
                                                                                                                            events/moments and processes
                                                                                       Third Party Provider assurance       (e.g. coaching)
                                                                                       process
                                                                                                                            Collection of feedback
                                                                                       Independent review

                                                                                                                                                     10
      Global Learning Processes                                  Mark.Daly@shell.com
                                                                              Shell EP Learning
                                                                          Learning Value Assurance

 LVA Principles

• Purpose of metrics is to support decision-making
• Appropriateness is the key
• Value is relative to stakeholder interests, standards, & context
• Metrics are relative – must show their meaning/significance
• Understand management requirements and give them what they need
• Speak the language of business managers
• Business needs are paramount
• Focus on what matters – criticality, spend, time, effort, quality
• 80/20 solution approach
• Quantitative and qualitative measures
• Range of metrics – no one for all
• All measures and process should fit harmoniously within LVA framework
• Whole is greater than sum of its parts

                                                                                       11
                                              Mark.Daly@shell.com
                                                                      Shell EP Learning
                                                                  Learning Value Assurance

Mark’s experiences in implementation of LVA


• Designing LVA process and tools is the easy part
• Engagement of key stakeholders is key focus initially
• Definition of roles of stakeholders and their buy-in is key
• Clarity – simplicity – do-ability
• Quick wins help
• More time is needed than expected
• Quietly do
• Evolving, dynamic process – adaptability is vital




                                                                               12
                                            Mark.Daly@shell.com
                                                                                             Shell EP Learning
                                                                                         Learning Value Assurance

  Seed Discussion Points
  1. Should learning metrics cover all learning activities & processes?
  2. What is the most important thing to measure in relation to learning?
  3. What is the definition of learning for LVA purposes?
  4. To what extent do organizations currently measure L&D factors wider than courses?



Feedback & clarification/discussion

Please send me your feedback regarding the presentation.

Happy to discuss ideas further and learn about your experiences.

Contact me via email: Mark.Daly@shell.com



                                                                                                      13
                                               Mark.Daly@shell.com
                                                            Shell EP Learning
                                                        Learning Value Assurance




                         Supplementary Slides

Building LVA – strategic level

Building LVA – Individual level




                                                                     14
                                  Mark.Daly@shell.com
                                                                                                               Shell EP Learning
                                                                                                           Learning Value Assurance

 LVA build areas – Strategic level impact


• Fit & value of LVA with business & learning strategy       •Course E-Valuation process & tool
• Engage senior management, HR, & L&D stakeholders           • Learning marketing & communication guideline & tool
• Global learning cost & activity review                     • Learning audit process & tool
• Learning needs-based budget development process &          • Learning assessment & assurance review & tool
tool                                                         • 3rd party provider evaluation process & tool
• Learning plan development process
• Learning MIS process & tool
• Learning design & development process & tool




                                                                                                                        15
                                                  Mark.Daly@shell.com
                                                                                                     Shell EP Learning
                                                                                                 Learning Value Assurance

  LVA build areas – Individual level impact


• IDP process & tool                                     • Nominations process enhanced
• L&D priorities & constraints                           • Learning Agreement process & tool
• Learning information & advice                          • E-Valuation of learning events
• Range & relevance of L&D option available              • Enhancements to work blended learning
• Learning support available                             • Assessment and feedback on courses enhanced
• Learning ladders & development guides
• Improvements to EVP




                                                                                                              16
                                              Mark.Daly@shell.com
                                                                                                        Shell EP Learning
                                                                                                    Learning Value Assurance

Origin of Mark’s perspective
British, HRD Consultant                                                        Line


Currently working as Learning Value Assurance Adviser for Shell
EP Learning, based in the Netherlands

L&D specialist with international experience including:
                                                                               LVA

2 years high school teacher
9 years Education & Training Officer in British Army                                               Learning &
                                                                       HR
                                                                                                  Development
5 years as L&D/HR consultant:
Group4, HSBC, Hewitts Associates, Petroleum Development                     Fit of LVA
Oman, Shell E&P                                                                Role

Fellow Chartered Institute of Personnel & Development, MSc                            Papers
Personnel Management, BPS A&B, Mgt Assessor, etc.                                 (not yet published)
                                                                              KM – An HR process
                                                                                LVA Framework
                                                                              Work-blended learning

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                                                 Mark.Daly@shell.com

				
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