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Tonkin’s 5th Annual
   Learning and Development Conference




Measuring the success of L+D programs
           for the boardroom

             Tony Wiggins
            Queensland Health
              28 June 2012
My Contribution Today

… discuss the HR strategies used at the Queensland
Building Services Authority (BSA) and possibly your
organisation to influence boardroom decisions through
L+D initiatives
Key Points
• Examine current research about HR presence in the
  boardroom
• Discuss the BSA case study that shows L+D supporting
  boardroom decisions
• How the “Mars Bar” influenced the BSA boardroom /
  executive management
Research
• Boards - comfortable with people who get the numbers.
• Perception - HR is short on this, and always has been.
• Survey < 1% UK's senior executives have HR expertise
• Hmmm, “So what?”
• Board members need to be great leaders. Leaders of
  people, leaders of innovation, leaders of their industry.
  Does this require HR expertise?
• HR role - tools and skills - successful with their people.
• HR leaders are finding other ways to interface.
•   Korn Ferry Institute
HR has a long history of
being a support
department, rather than a
business player that can
provide a measurable ROI.
Getting to the Boardroom
• HR must be more than HR partners to get to the
  boardroom
• HR must be players
   • Coach
   • Architect
   • Designer
   • Facilitator
   • Leader
How can HR define success?

What are the issues
that can position HR in
the boardroom?
 • Attract, retain and
   motivate talent
 • Change
   management
 • Innovation
 • Leadership
 • Strategic clarity
Elevating HR to the Boardroom
BSA - A Snapshot
•   established 1992
•   Queensland government statutory authority
•   sets QLD home building construction standards
•   coordinates completion of defective work
•   provides support, education and advice on homes
•   funded by builders fees

•   326 employees (2006)
•   head office - Brisbane + 7 regional offices
•   staff - building construction, insurance and legal
•   learning + development function - head office
Integrated Systems Framework
                          Cross Functional
BSA Board               Improvement Teams

              Quality     Quality Council
Executive
                         Quality Assurance
 Business                  Certification
 Approach
                          Team Approach
              People
                           Learning and
                           Development
             Customer
                        Customer Continuum
              Value
L+D Framework - BSA style


               Drives Business Results


                      HR Metrics

 Leadership           Relationship         Organisational
Development           Management             Capability

               Benchmarking and Research

         Learning and Development Initiative

              Smart State Workforce Strategy
The journey begins ...
Taking the first step ...
Theory
• Kirkpatrick Model (Levels 1-4)   Outcome + Baseline Data
• Phillips and Stone (Level 5)     • Outcome data - measure
                                     behavioural and actual
                                   • Baseline - data available
Evaluation Strategy
• Courses (L4 + L5)                Factors/Indicators
• Period (6, 12, or 24 months)     • Current market return on cash
                                     invested with QTC
Isolating Factors                  Course Design
• +ve (6) workplace
                                   • Involve stakeholders in course
  culture, course content
                                     design with external
• -ve (1) job performance            facilitators
Take a reality check ...
     • Set realistic targets - people and metrics
     • Level 4 + 5 consume the most resources

     • ROI reserved for impact business strategies
                                         % Programs Evaluated
           Levels of Evaluation          Research
                                                    BSA Model
                                          Model
                   Level 1 Reaction       100%        100%
                   Level 2 Learning      75-90%       75%
     Kirkpatrick
                   Level 3 Application   40-70%       50%
                   Level 4 Impact         0-20%       20%
     Phillips +
                   Level 5 ROI            0-20%       20%
     Stone
Making Sense of the Data
        • Biased free evaluation
          design, collection and reporting
          – UQ
        • Solid ROI evidence > 24 months
        • Link -
          design, development, delivery
          (70:20:10 Rule)
        • ROI - Mediation Skills (QUT)
          • L3 30-50% Learning Transfer
            12 monthly refresher courses
          • L4
          • L5 ROI 750% = $1.89 million
BSA 2006/07
Operating Surplus $8.1 (Savings $1.9M )

         x 2 modern homes



        x 17 building inspectors/12 months



         x 30 call centre staff/12 months
Success @ Time
National Recognition
Human Resource Magazine Awards
• Best Learning & Development Strategy 2004 + 2005
• Best HR Champion (CEO) 2005
• Best Change Management Strategy (Finalist) 2005
• AHRI QLD HR Award Finalist 2005

Organisational ROI Benefits
• Linked to performance management competencies
• Lifelong learning culture
• Leadership Development Pipeline
Critical Success Factors




•   Small flexible agency - change ready
•   Visionary General Manager – people as assets
•   Board and Executive sponsorship
•   HR business linked to business goals
•   In-house HR expertise
HR Boardroom Touchpoints




           Recruitment -                      Onboarding       Leadership and     Involve
            Cultural Fit                                           Culture       Everyone




                                             Recognition and   Interesting and
                                                Rewards        Fun Workplace
Source: BCG Creating People Advantage 2008
Tony Wiggins
Team Leader-Special Projects
Chief Health Officer, Queensland Health
Email: tony_wiggins@health.qld.gov.au

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Impact of L+D in the Boardroom

  • 1. Tonkin’s 5th Annual Learning and Development Conference Measuring the success of L+D programs for the boardroom Tony Wiggins Queensland Health 28 June 2012
  • 2. My Contribution Today … discuss the HR strategies used at the Queensland Building Services Authority (BSA) and possibly your organisation to influence boardroom decisions through L+D initiatives
  • 3. Key Points • Examine current research about HR presence in the boardroom • Discuss the BSA case study that shows L+D supporting boardroom decisions • How the “Mars Bar” influenced the BSA boardroom / executive management
  • 4. Research • Boards - comfortable with people who get the numbers. • Perception - HR is short on this, and always has been. • Survey < 1% UK's senior executives have HR expertise • Hmmm, “So what?” • Board members need to be great leaders. Leaders of people, leaders of innovation, leaders of their industry. Does this require HR expertise? • HR role - tools and skills - successful with their people. • HR leaders are finding other ways to interface. • Korn Ferry Institute
  • 5. HR has a long history of being a support department, rather than a business player that can provide a measurable ROI.
  • 6. Getting to the Boardroom • HR must be more than HR partners to get to the boardroom • HR must be players • Coach • Architect • Designer • Facilitator • Leader
  • 7. How can HR define success? What are the issues that can position HR in the boardroom? • Attract, retain and motivate talent • Change management • Innovation • Leadership • Strategic clarity
  • 8. Elevating HR to the Boardroom
  • 9. BSA - A Snapshot • established 1992 • Queensland government statutory authority • sets QLD home building construction standards • coordinates completion of defective work • provides support, education and advice on homes • funded by builders fees • 326 employees (2006) • head office - Brisbane + 7 regional offices • staff - building construction, insurance and legal • learning + development function - head office
  • 10. Integrated Systems Framework Cross Functional BSA Board Improvement Teams Quality Quality Council Executive Quality Assurance Business Certification Approach Team Approach People Learning and Development Customer Customer Continuum Value
  • 11. L+D Framework - BSA style Drives Business Results HR Metrics Leadership Relationship Organisational Development Management Capability Benchmarking and Research Learning and Development Initiative Smart State Workforce Strategy
  • 13. Taking the first step ... Theory • Kirkpatrick Model (Levels 1-4) Outcome + Baseline Data • Phillips and Stone (Level 5) • Outcome data - measure behavioural and actual • Baseline - data available Evaluation Strategy • Courses (L4 + L5) Factors/Indicators • Period (6, 12, or 24 months) • Current market return on cash invested with QTC Isolating Factors Course Design • +ve (6) workplace • Involve stakeholders in course culture, course content design with external • -ve (1) job performance facilitators
  • 14. Take a reality check ... • Set realistic targets - people and metrics • Level 4 + 5 consume the most resources • ROI reserved for impact business strategies % Programs Evaluated Levels of Evaluation Research BSA Model Model Level 1 Reaction 100% 100% Level 2 Learning 75-90% 75% Kirkpatrick Level 3 Application 40-70% 50% Level 4 Impact 0-20% 20% Phillips + Level 5 ROI 0-20% 20% Stone
  • 15. Making Sense of the Data • Biased free evaluation design, collection and reporting – UQ • Solid ROI evidence > 24 months • Link - design, development, delivery (70:20:10 Rule) • ROI - Mediation Skills (QUT) • L3 30-50% Learning Transfer 12 monthly refresher courses • L4 • L5 ROI 750% = $1.89 million
  • 16. BSA 2006/07 Operating Surplus $8.1 (Savings $1.9M ) x 2 modern homes x 17 building inspectors/12 months x 30 call centre staff/12 months
  • 17. Success @ Time National Recognition Human Resource Magazine Awards • Best Learning & Development Strategy 2004 + 2005 • Best HR Champion (CEO) 2005 • Best Change Management Strategy (Finalist) 2005 • AHRI QLD HR Award Finalist 2005 Organisational ROI Benefits • Linked to performance management competencies • Lifelong learning culture • Leadership Development Pipeline
  • 18. Critical Success Factors • Small flexible agency - change ready • Visionary General Manager – people as assets • Board and Executive sponsorship • HR business linked to business goals • In-house HR expertise
  • 19.
  • 20. HR Boardroom Touchpoints Recruitment - Onboarding Leadership and Involve Cultural Fit Culture Everyone Recognition and Interesting and Rewards Fun Workplace Source: BCG Creating People Advantage 2008
  • 21. Tony Wiggins Team Leader-Special Projects Chief Health Officer, Queensland Health Email: tony_wiggins@health.qld.gov.au

Editor's Notes

  1. There are 3 things I wish to talk to you today.Lets get started.
  2. There are 3 things I wish to talk to you today.Lets get started.
  3. Well that&apos;s xx . And that is the first thing I wanted to share with this afternoon.AmazingExtraordinaryIncredibleUnbelievableCoolUse numbers that relevantWe saved $1.98 million dollars which is
  4. There are 3 things I wish to talk to you today.Lets get started.
  5. There are 3 things I wish to talk to you today.Lets get started.