How to Convince Senior Management that Training Records are Important

I must admit that keeping training records is one of those things that I’ve always just done without thinking about why. Well, this HR Bartender reader was challenged to come up with a reason.

Good afternoon, Sharlyn. I’ve had the pleasure of sitting in on a couple of your presentations at recent SHRM Conferences, and I’m a fan of your book, “Manager Onboarding.” I’ve noticed that you answer reader questions and hope that you can assist.

Over the past couple of years, I’ve been asked a few times why the training and development team logs and maintains employee attendance records for customer service training, workshops, leadership training, etc. My usual answers about compliance, liability, consistency, return-on-investment, performance records, etc. don’t seem convincing enough. And, delegating this tracking to departments isn’t consistent with what I’ve learned as training program management best practices.

Is HR tracking training too old school? Is there a better way? Do you have any insights or guide me in the right direction? Thank you for your time.

I’m so glad this reader shared their situation. My initial thought is that their “usual answers” about maintaining training records are spot on. But I wanted to get another perspective, so I reached out to Hawley Kane, head of learning and development at Saba Software. They provide cloud-based talent management solutions, including enterprise learning, performance management, and collaboration solutions.

Hawley, let’s start by discussing training records. What are the top five reasons that organizations track training attendance?

[Kane] Every organization wants to make the most of its learning and development (L&D) investments, but they don’t know what’s working unless they have the data to back it up. Training and development teams should track all learning activities in how they drive performance and business outcomes. Here’s a quick breakdown of the what and why:

Now that we know WHY HR departments track training, HOW should they track it? Specifically, can technology help?

[Kane] It goes without saying that you need the right strategy and tools to track employee training so that HR and people leaders can do something meaningful with the results.

Employee L&D isn’t a one-size-fits-all operation; organizations need to create personalized learning experiences to maximize the impact of their training programs. Delivering a personalized learning experience means the HR technology used to deploy and track learning needs to be hyper-connected to performance outcomes as well. This puts an employee in the driver’s seat of their own development experience; an employee’s challenges, career aspirations, learning preferences, and skills all feed into a personalized, continuous learning experience.

An organization’s learning platform needs to connect to the performance side of employee development, which also needs to align to the organization’s business goals. Your HR technology solution needs a robust analytics dashboard that allows HR, managers and executive leaders to review team and company learning metrics so that they can see (in real time) where their people are succeeding and where they – or the organization – need additional support.

A great example of this in action is when the City of Houston committed to getting its 22,000+ employees to link learning and performance, which helped them net a 280 percent return on investment by increasing revenue and decreasing turnover (not to mention boosting engagement and performance in the process!).

(Editor’s Note: The City of Houston is a Saba Software customer.)

I want to get a little granular here. The reader talks about departments tracking training. If the company used a technology solution, can tracking become an organizational responsibility (versus an HR responsibility)?

[Kane] There’s a growing trend to bring analytics to decision-makers across the organization so that leaders at all levels can proactively address learning needs. Learning and training analytics are being tied into larger developmental and business goals, companywide. Leaders are increasingly realizing that learning drives performance, which in turn drives business outcomes. When organizations’ goals are aligned at departmental, team and individual levels, employees have clarity on what results they’re working towards.

Using a technology solution makes tracking training so much easier for both organizations and HR to see what learning programs are working, which ones aren’t, and what that means for individuals, teams, departments, and the organization as a whole. HR needs to present itself as a strategic business partner to the organization and being able to measure, understand, explain and share the impact of learning outcomes is a key part of demonstrating that value. Going a step further and teaching others how to do it themselves? That’s invaluable.

The reader note mentions “training program management best practices.” Is there a best practice that organizations should be aware of (tracking or otherwise)?

[Kane] Oh, yes. If learning leaders only do one thing, they should be linking learning activities to performance outcomes. (I did mention that I’d say this again!) Learning is only as valuable as the outcome it delivers – to employees and to the organization. Make sure that managers are encouraging their direct reports to make time for learning activities and then discuss how that L&D can be applied in their current or aspirational roles during their 1:1 meetings.

Remember, in order for this to be effective, organizations need to have a clear L&D strategy in place. HR and learning leaders need to know what type of content their people need in order to boost performance and bring value to the organization. Keep the lines of communication open between learning leaders and the C-Suite. Delve into the data regularly and ask your people for feedback. You’d be surprised at the number of valuable insights currently going unnoticed.

Last question. What would you say is the “next big thing” when it comes to training administration? 

[Kane] Brandon Hall Group’s research suggests that when it comes to L&D and metrics, simply linking those learning activities to performance outcomes are still a huge obstacle for many organizations. Only 51 percent of companies said they were effective at measuring formal learning – and that number drops significantly when it comes to other forms of learning like informal or experiential. There’s still much work to be done.

That being said, when it comes to the ‘next big thing’ in training administration, organizations are increasingly shifting towards building a Learning Experience (LX) model where content discovery, recommendations, indexing, pathing, and skills mapping, self-published content and usage analytics help them optimize and personalize employees’ learning experiences.

Tracking and data analytics factor heavily into creating a personalized employee learning experience, often powered by Learning Experience Platforms (LXP), Artificial Intelligence (AI) and Machine Learning (ML). Check out this recent article by Josh Bersin for more information on the increasing shift towards LX.

Tracking training isn’t a vanity metric. Tracking L&D activities is a foundational element of building a unique employee experience and healthy learning culture that benefits both employees and the business, now and into the future.

I want to extend a huge thanks to Hawley for sharing her knowledge and experience with us. If you want to stay tuned into the latest learning and development trends, be sure to check out the Saba blog. (FYI – I’m one of the guest contributors over there.)

Because of the challenges in recruiting, learning and development is positioned to become a priority. Not that L&D shouldn’t be important all the time, but let’s face it, over the past few years it’s taken a back seat. Being able to show the connection between L&D and organizational outcomes is essential.

Image captured by Sharlyn Lauby after speaking at the Flora Icelandic HR Management Conference in Reykjavik, Iceland

Source: Hrbartender.com

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