Metrics that Matter ® MTM Admin Training

Purpose Your organization is using Metrics that Matter ® (MTM) to: Collect evaluations / tests for training Improve learning effectiveness and impact Communicate results Today’s session Schedule classes in MTM Collect evaluations / tests © 2011, KnowledgeAdvisors

Agenda MTM Admin Overview Schedule Classes Class & User Administration Collect Evaluations Wrap-up © 2011, KnowledgeAdvisors

Logging into MTM www.metricsthatmatter.com/mtm View announcements Register for workshops and events Register for MTM training sessions © 2011, KnowledgeAdvisors

Hands-On: Log into MTM Open your web browser Go to www.metricsthatmatter.com/mtm Bookmark this page Login © 2011, KnowledgeAdvisors

Admin Menu Help Admin Favorites

MTM Admin – Schedule Training Tools Covered Today Tools for Scheduling Classes Tools for Collecting Evaluations

MTM Admin – Manage Evaluations Tools Covered Today Tools for Scheduling Classes Tools for Collecting Evaluations

MTM Evaluation Process Purpose of administration Collect evaluations Tag evaluations with class information (instructor, date, learning methodology) Populate reports LMS integration can eliminate administration Schedule Classes Collect Evaluations View Reports © 2011, KnowledgeAdvisors

MTM Evaluation Process Add Courses Add Locations Add Instructors Schedule Classes Collect Evaluations View Reports © 2011, KnowledgeAdvisors

MTM Evaluation Process Schedule Classes Collect Evaluations View Reports © 2011, KnowledgeAdvisors

MTM Evaluation Process Schedule Classes Collect Evaluations View Reports © 2011, KnowledgeAdvisors

Schedule Classes Objectives Add Courses Add Locations Add Instructors Objectives Add Courses Add Locations Add Instructors Schedule Classes Schedule Classes Collect Evaluations View Reports © 2010, KnowledgeAdvisors

Scheduling Classes Evaluations must be attached to a class Standard Learning Methodologies: Instructor Led Training Online Facilitated Self-Paced, Web-Based Add 1 or more instructors for ILT and Online Facilitated © 2011, KnowledgeAdvisors

Hands-On: Navigate to Add Class Click Administration > Schedule Training To the right of Classes, click Add If Learning Provider is visible as first box, choose the appropriate one © 2011, KnowledgeAdvisors

Add Courses Courses describe the content delivered For example: Project Management Fundamentals Classes occur on specific dates with specific instructors Do not use for certified technology courses (Microsoft, Cisco, Adobe, CompTIA, etc.) © 2011, KnowledgeAdvisors

Hands-On: Add Course On the Add Class page... In the Course box, select the course from the drop-down menu If not found, click the Add link to the right Enter the Course Name Select the Default Post Event Survey Select the Course Type Click Save Do not use for certified technology courses (Microsoft, Cisco, Adobe, CompTIA, etc.) © 2011, KnowledgeAdvisors

Associate Certified Courses Commercial Learning Providers only Associates official courses to your account Makes ratings visible to Content Providers Assigns proper evaluation © 2011, KnowledgeAdvisors

Hands-On: Associate Course Commercial Learning Providers only On the Add Class page… Click Add Certified Course Enter course name or number Select Contains Select Content Provider Click Search Check the Add boxes Click Add to My Courses © 2011, KnowledgeAdvisors

Add Locations Most organizations use cities as location names Alias can be used in a URL to access evaluation Use a single word (no spaces) Explained further later today © 2011, KnowledgeAdvisors

Hands-On: Add Location On the Add Class page… In the Location box, select the Location from the drop-down menu If not found, click the Add link to the right Enter the location Name Enter a single word as the Alias Select the Time Zone Enter any Certification IDs Click Save Commercial Learning Providers only © 2011, KnowledgeAdvisors

Add Instructors Creates instructor that can be scheduled in classes Do not use for certified Microsoft, Novell, or Cisco instructors Creates instructor that can be scheduled in classes Creates instructor user account for reporting Can only see their own class data Uncheck if instructor should not access MTM © 2011, KnowledgeAdvisors

Hands-On: Add Instructor On the Add Class page… If instructor is not in Instructor box, click the Add link to the right Select the Instructor User Group Enter First Name, Last Name and Email Enter Login Click Save Do not use for certified Microsoft, Novell, or Cisco instructors © 2011, KnowledgeAdvisors

Associate Certified Instructors Commercial Learning Providers only Associates existing certified instructor Does not create new users Certifications: Microsoft (MCP), Novell (CNI), Cisco (CCSI) © 2011, KnowledgeAdvisors

Hands-On: Associate Instructor Commercial Learning Providers only On the Add Class page… Click Add Certified Instructor Select Organization Select Certification Program Enter Last Name and Certification ID Click Search Click Associate © 2011, KnowledgeAdvisors

Hands-On: Add Class On the Add Class page… Complete remainder of Class Add form Select appropriate Learning Methodology Instructor Led = Classroom training Online Facilitated = Virtual instructor led training Self-Paced Web-Based = eLearning Select start and end dates Click Save © 2011, KnowledgeAdvisors

Class & User Administration Add Courses Add Locations Add Instructors Objectives Edit Classes Manage Resources Add Users Schedule Classes Collect Evaluations View Reports © 2010, KnowledgeAdvisors

Search for Classes Select dates of class Required Select dates of class eLearning: Include Web-Based/Self-Paced Classes Optional Enter additional information to filter search Use Begins With / Contains © 2011, KnowledgeAdvisors

Hands-On: Search for Class Click Administration > Schedule Training Click Search to the right of Classes Enter date range of recently added class Click Search © 2011, KnowledgeAdvisors

Edit Classes Action Description Edit Survey Summary Audit Copy Change course, instructor, dates, etc. Survey Change surveys, open dates, email forms Summary Obtain URLs for each survey Audit View record of changes to class Copy Create a duplicate class Multi Add Create duplicate classes on different dates Delete Delete classes that have not collected data © 2011, KnowledgeAdvisors

Manage Resources Manage Courses, Locations, and Instructors from the Schedule Training page Use to add multiple items at once, use Save & Add New button Find and edit existing items © 2010, KnowledgeAdvisors

Add Admin and Reporting Users Instructor MTM Admin Capabilities Full None MTM Reporting Capabilities Limited to own classes # Available See contract Unlimited Select appropriate group on Add User page © 2011, KnowledgeAdvisors

Hands-On: Add User Click Administration > Schedule Training Click Add to the right of Users/Instructors Select the right User Group Enter First Name, Last Name and Email Enter Login Click Save © 2011, KnowledgeAdvisors

Collect Evaluations Objectives Add Courses Add Locations Add Instructors Objectives Understand Approaches to Collect Evaluations Identify Best Approach Practice Approach Schedule Classes Collect Evaluations View Reports © 2010, KnowledgeAdvisors

Approaches to Collect Evaluations Description Best for Alias URL Simple URL that displays available evaluations In-class evaluations (requires computers) Email Automatic emails invite learners to complete evaluations Classes without computers, high volume training, eLearning Paper Collect paper evaluations and manually enter Students without email addresses and no computers in class © 2011, KnowledgeAdvisors

Alias URL www.metricsthatmatter.com/alias Unique to each organization Displays all classes with open evaluations Classes appear within 1 hour of scheduling © 2011, KnowledgeAdvisors

Custom Alias www.metricsthatmatter.com/alias/customalias Reduce list of classes Limit to location, instructor, client, form type, or learning methodology Location Alias © 2011, KnowledgeAdvisors

Hands-on: Custom Alias Click Administration > Manage Evaluations Click Search to the right of Custom Alias Click Search, note the vendor alias Click Add Custom Alias button Type: ilt Click Learning Methods Select Instructor Led Click Add Go to www.metricsthatmatter.com/vendoralias/ilt © 2011, KnowledgeAdvisors

Email Evaluations Work with KnowledgeAdvisors to set up email forms Enroll students in each class MTM distributes emails automatically Response rates typically 65% Personalize email forms and use reminders Instructors must explain evaluation process and purpose in class © 2011, KnowledgeAdvisors

Hands-On: Enroll Students Click Administration > Schedule Training Click Search to the right of Students Search for the recently added class Select Enrollments from the drop-down menu and click Go Enter email addresses manually or copy and paste list of enrollments Click Clean & Sort Click Enroll Students * This can also be done on the Class Add page if students roster is available at the time of class creation © 2011, KnowledgeAdvisors

Paper Evaluations Only use paper when necessary No computers in class AND Students don’t have email addresses Collect paper evaluations in class Use Manual Eval Entry tool to enter evaluations Consider outsourcing paper entry to KnowledgeAdvisors © 2011, KnowledgeAdvisors

Hands-On: Enter Paper Evaluations Click Administration > Manage Evaluations Click Add to the right of Manual Eval Entry Search for class Select Enter Evals and click Go © 2011, KnowledgeAdvisors

Wrap-Up Summary Q&A Evaluation 1 April 2017 © 2011, KnowledgeAdvisors

Summary Objectives Understand evaluation process Add courses, locations, instructors, users Schedule classes Collect evaluations 1 April 2017 © 2011, KnowledgeAdvisors

Thank you! For on-going support and questions, please contact your Services Team at KnowledgeAdvisors or email solutions@knowledgeadvisors.com 1 April 2017 © 2011, KnowledgeAdvisors