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Reporting & Analytics Automation

Situation

theMakings combines a digital platform, top class coaches, and an innovative, high touch delivery model in a package that enables businesses to support the transformative development of their leaders, both current and emerging.

Since 2020, TheMakings has run multiple successful programmes with leading companies from a broad range of sectors and geographies, taking cohorts of participants through a series of 23 minute one-on-one coaching sessions tailored to their personal goals and needs.
Underpinning the programmes, sits theMakings’ digital platform, providing automated measurement, analytics, and reporting, which:

  • Gives leaders insight into problems and challenges in the business,
  • Allows participants to track progress towards goals, and
  • Enables L&D leaders to measure and demonstrate impact.

In addition, an End-of-Programme session is held with client L&D leaders to review the overall programme outcomes, feedback, and impact. This has been supported by presentation materials and in-depth commentary, to date developed with analyst support.

Complication

Though theMakings’ analytics and reporting have been well received, leadership has highlighted areas for further improvement:

  • Further automation is needed for End-of-Programme reporting, which has relied on manual input to date.
  • ROI measurement remains challenging.

Addressing these areas has become increasingly important:

  • Third parties are looking to license the tech platform for their own coaching, due in part to theMakings’ data and reporting.
  • End-of-Programme reviews are approaching for multiple clients. With client budgets under pressure, demonstrating ROI is key, alongside cost-effective automated report production.

Question

As such, theMakings is looking to partner with a Consultant to support across three broad elements:

Standardised reporting framework (2-3 days)

  • Review previous End-of-Programme Report presentations and current reporting tools.
  • Determine the key charts, tables, slides, and content to be included in future issues (including additional analysis, if appropriate)
  • Develop output templates for automation in theMakings platform.

Current reports development (1-2 days)

  • Develop the End-of-Programme reports for the current batch of programmes (testing use of standardised templates as possible, and providing analytical insight based on data and individual commentary).

Ongoing analytical support (1-2 days / month)

  • Provide analytical insight into End-of-Programme reports as required.
  • Enhance reporting metrics and ROI measurement.
  • Support improvements in automation of reporting and analysis.