Data Driven L&D Evaluation — Christina Duarte // Intuit

Christina Duarte, Group Manager of Sales Learning Operations at Intuit, delves into data-driven learning and development. When building learning programs, it's pivotal to rely on pre-training data rather than impulsive decisions. Assessing current team performance and identifying skill gaps are crucial steps in gauging the impact of training initiatives through pre and post-training measurements. Today, Christina discusses data-driven L&D evaluation.
About the speaker

Christina Duarte

Intuit

 - Intuit

Christina is Group Manager of Sales Learning Operations at Intuit

Show Notes

  • 01:23
    Aligning learning programs with specific business unit KPIs and objectives
    Each business unit has goals and KPIs that they're responsible for. Aligning training to support and help meet those goals and KPIs enables the identification of whats working and what isnt, fosters team growth, elevates performance, and drives employee retention.
  • 02:34
    How to ensure training objectives align with business objectives
    This is done by tracking the impact of a training event on specific KPIs within each business unit, focusing on lagging indicators. Focusing on specific KPIs rather than expecting one training to solve everything helps to target the most critical areas and drive desired results.
  • 03:46
    Aligning learning programs with seasonal business needs
    Partnering with leaders helps align learning programs with desired business outcomes. Identifying peak periods guides proactive training preparation, ensuring alignment with goals and KPIs, and subsequently measuring progress against these benchmarks.
  • 04:47
    Tracking pre and post training data
    Tracking pre and post-training data is vital. Observing behavior and results before and after training provides meaningful insights necessary to assess the impact and effectiveness of the learning programs.
  • 05:47
    Prioritizing long term application over short term spikes in training impact
    Emphasis should be placed on sustained application of training knowledge over time rather than short-term spikes in performance. Prioritize longevity in applying learned skills is over immediate post-training success to ensure consistent and lasting impact.
  • 06:32
    Using leading indicators for training needs assessment
    Assessing leading indicators involves analyzing current team performance to identify gaps and skill needs via qualitative and quantitative data on team performance currently. This informs priority areas for training development, ensuring alignment with identified gaps for improvement.
  • 07:51
    Collaborative data management for learning and development
    Intuits L&D data team is primarily responsible for data consolidation, analysis, and developing dashboards to tell the training story. However, they partner with marketing, sales, and product teams to ensure alignment on learning and development initiatives.
  • 09:04
    The role of dashboards in L&D
    Intuit builds L&D dashboards to accommodate self-serve where people can go in and look at the data. Storytelling comes into play when launching major training initiatives that are anticipated to heavily impact sales to gain support for training programs from leadership and stakeholders.
  • 10:41
    Selling training benefits to commission based individuals
    By emphasizing the training's relevance to their roles and showcasing its benefits to them and customers, Intuit ensures buy-in. Including customer stories in training content helps these individuals better understand customers and do their jobs better as a result.
  • 12:07
    Post training customer impact assessment
    Customer feedback is collected via Zoom meetings and virtual interactions. These interactions are valuable for keeping up with market trends and ensuring that training initiatives align with and prioritize customer expectations.
  • 14:01
    Data driven learning and development evaluation
    The process starts with analyzing desired training outcomes, allowing data to guide the narrative. Whether it shows improvement or setbacks, it's a chance to learn and expand successful strategies to train more individuals for ongoing positive impact to the business.

Quotes

  • "Each business unit has goals and KPIs that they're responsible for, and aligning training to support and help them meet those goals helps us elevate their team, grow, and retain employees." - Christina Duarte

  • "You can't just train and then look at what happens after. We need to look at what the behavior was prior, and then we need to look at what's happened after training, and what that data is telling us." - Christina Duarte

  • "We must ensure there's a longevity within the knowledge and the application of training and not not that one time spike after an event happens and then it tapers off." - Christina Duarte

  • "The customer today is not the customer of a couple of years ago. So we need to make sure that we're putting that first, especially when it comes to how we're delivering training." - Christina Duarte

  • "Even if the data is telling you that something didn't go well, it's a learning opportunity. If the data is saying it went well, how do we train more people so we can continue to see that goodness moving forward?" - Christina Duarte

About the speaker

Christina Duarte

Intuit

 - Intuit

Christina is Group Manager of Sales Learning Operations at Intuit

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