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May 2011 Developing Metrics that Demonstrate the Value of Technical Communications Vic Passion
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],What we’ll cover …
[object Object],What are metrics? Let’s explore why metrics are so   important…
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],What do technical communications cost?
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],What we’ll cover …
Source: *Kirkpatrick, Donald L,  Evaluating Training Programs: The Four Levels Kirkpatrick’s levels of evaluation and objectives 4.  Results 3. Transfer 2. Learning 1. Reactions Performance-based  objectives Satisfaction Job task performance Enterprise, division, and departmental objectives
Who wants to know the results? 4.  Results 3. Transfer 2. Learning 1. Reactions Supervisors, line managers Technical communications managers Managers Department managers, execs, CEO
[object Object],Business case 4.  Results 3. Transfer 2. Learning 1. Reactions
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],What we’ll cover …
[object Object],The value of the baseline Documentation and website launched in Q3
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The ABCs of performance-based metrics
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Choosing the right metrics
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],What we’ll cover …
[object Object],[object Object],[object Object],Building a compelling case
Business cases #1:  After three severe injuries to machine operators, a  national paper products company requires all machine operators and managers to receive training on an updated user’s guide. #2:  A technology company delivers training to its employees and partners on a new enterprise software system for quoting and ordering. #3:  After a tax season in which the software company is unable to keep up with support calls, the company launches an online knowledge base. #4:  After getting feedback from clients and suppliers that translated materials and updates to documentation are taking too long, an international online retailer implements single sourcing. 10 mins
Wrap-Up
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],What we’ll cover …
Calculating ROI Example:  Reduce transit technician repair time by 30 minutes per repair  30 min x $100/hour = $50 $50 x 1,500 repairs per year = $75,000 Cost of documentation = $50,000 (Benefit – Cost)/Cost = ROI ($75,000-$50,000)= $25,000 savings $25,000/$50,000 investment = 50% ROI
[object Object],[object Object],[object Object],[object Object],Building a case for a technical communications program
[object Object],[object Object],[object Object],[object Object],Calculating ROI
Business cases #1:  After three severe injuries to machine operators, a  national paper products company requires all machine operators and managers to receive training on an updated user’s guide. #2:  A technology company delivers training to its employees and partners on a new enterprise software system for quoting and ordering. #3:  After a tax season in which the software company is unable to keep up with support calls, the company launches an online knowledge base. #4:  After getting feedback from clients and suppliers that translated materials and updates to documentation are taking too long, an international online retailer implements single sourcing. 15 mins
Wrap-Up
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Key points to take home
Vic Passion TechProse Walnut Creek, CA, USA 925.956.4231 [email_address] Your turn!
Helping clients navigate change www.techprose.com
Backup
Business case #1 After three severe injuries to machine operators, a national paper products company requires all machine operators and managers to receive training on an updated users guide. ,[object Object],[object Object],[object Object],[object Object]
Business case #2 A technology company delivers training to its employees and partners on a new enterprise software system for quoting and ordering.  ,[object Object],[object Object],[object Object],[object Object]
Business case #3 After a tax season in which the software company is unable to keep up with support calls, the company launches an online knowledge base. ,[object Object],[object Object],[object Object],[object Object]
Business case #4 After hearing from clients and suppliers that translated materials and updates to documentation take too long, an international online retailer implements single sourcing. Goals:  ,[object Object],[object Object],[object Object]

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Developing Metrics that Demonstrate the Value of Technical Communications

  • 1. May 2011 Developing Metrics that Demonstrate the Value of Technical Communications Vic Passion
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  • 6. Source: *Kirkpatrick, Donald L, Evaluating Training Programs: The Four Levels Kirkpatrick’s levels of evaluation and objectives 4. Results 3. Transfer 2. Learning 1. Reactions Performance-based objectives Satisfaction Job task performance Enterprise, division, and departmental objectives
  • 7. Who wants to know the results? 4. Results 3. Transfer 2. Learning 1. Reactions Supervisors, line managers Technical communications managers Managers Department managers, execs, CEO
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  • 15. Business cases #1: After three severe injuries to machine operators, a national paper products company requires all machine operators and managers to receive training on an updated user’s guide. #2: A technology company delivers training to its employees and partners on a new enterprise software system for quoting and ordering. #3: After a tax season in which the software company is unable to keep up with support calls, the company launches an online knowledge base. #4: After getting feedback from clients and suppliers that translated materials and updates to documentation are taking too long, an international online retailer implements single sourcing. 10 mins
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  • 18. Calculating ROI Example: Reduce transit technician repair time by 30 minutes per repair 30 min x $100/hour = $50 $50 x 1,500 repairs per year = $75,000 Cost of documentation = $50,000 (Benefit – Cost)/Cost = ROI ($75,000-$50,000)= $25,000 savings $25,000/$50,000 investment = 50% ROI
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  • 21. Business cases #1: After three severe injuries to machine operators, a national paper products company requires all machine operators and managers to receive training on an updated user’s guide. #2: A technology company delivers training to its employees and partners on a new enterprise software system for quoting and ordering. #3: After a tax season in which the software company is unable to keep up with support calls, the company launches an online knowledge base. #4: After getting feedback from clients and suppliers that translated materials and updates to documentation are taking too long, an international online retailer implements single sourcing. 15 mins
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  • 24. Vic Passion TechProse Walnut Creek, CA, USA 925.956.4231 [email_address] Your turn!
  • 25. Helping clients navigate change www.techprose.com
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Editor's Notes

  1. After moving to the next slide, ask for a show of hands: How many people in the room are…? Managers Writers Editors PMs Other Ask for another show of hands: How many of you have…? Planned for metrics Tracked metrics Reported metrics up the chain of command
  2. Metrics are quantitative, measurable
  3. So, whether technical communications cost a lot or a little, you might be called upon to demonstrate their value. Or you might want to pitch a tech comms project, in which case you’ll need to be able to project the value of the effort.
  4. Too much text here…two slides?
  5. Same, too much text--,aybe just remove the bullets, add pictures and put bullets in a handout.
  6. For the math challenged, like me…
  7. Love the camel!!
  8. Using the same case study, calculate the ROI. Document your assumptions. Choose a group leader to present your ROI.