Three Tips for Creating Training Metrics

Plus: Effective budgeting and management.

By Michael Ramos
Michael Ramos and Associates

CPA firms want to establish metrics for their learning function as a way to monitor and manage their learning activities. Ideally, firms would do their learning strategies and goals first and then use these strategies to drive the related metrics.

But we do not live in an ideal world, and some firms choose to establish metrics while simultaneously working on firmwide learning structures and goals.

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Recognizing the risks inherent in prematurely defining metrics, here are three tips for creating meaningful learning metrics at your firm that will help manage the learning function and drive performance.