Using the Success Case Method with Questionmark Perception

john_smallPosted by John Kleeman

I’ve been reading recently about the Success Case Method for training evaluation, and would recommend  Robert Brinkerhoff’s book, The Success Case Method, as an intriguing read.

Success Case MethodThe Success Case Method (SCM) is a way of identifying how successful a training program or other initiative for change is. Using the SCM you identify particularly successful participants in the training program, and interview them to determine why they were successful and write these up as stories to illustrate where the program can be successful. By highlighting the experience of the most successful participants, and writing up their story in a way that others can connect with, the SCM allows people to see what success means for the training program and identify what needs to be improved for others to get the success. Sometimes you also interview people who represent failures who did not get any success out of the training program, to understand qualitatively why.

By doing a qualitative interview, you can dig into the real reasons for something. And also by focusing on what is the very best, the most successful that the training program can be, you can identify what can work. And you can do a SCM very quickly – as it says on the cover of the book “Find out quickly what’s working and what’s not”.  The SCM also seems a practical way of doing “level 3” like assessments, in terms of seeing how behavior is impacted. And because it’s easy to do and need not be comprehensive to be useful, it is quick and inexpensive.

The five steps in the method are

  1. Plan a Success Case study
  2. Create an “impact model” which defines what success should look like, i.e. what improvements you are looking for
  3. Design and implement a survey to participants to search for best and worst cases
  4. Interview and document the success stories
  5. Communicate findings and recommendations

The Brinkerhoff Success Case Method looks a very interesting and cost-effective way of identifying success factors for a training initiative.

I’ll follow up this post with some ways to use Questionmark Perception to do a Success Case Study.

Hear from John and other Questionmark managers at the Questionmark Users Conference March 14- 17 in Miami. Online registration ends tomorrow, March 9th. Check out the full conference schedule and plan to be in Miami for this important learning event.

3 Responses to “Using the Success Case Method with Questionmark Perception”

  1. […] in on individual examples of success to get early evidence of a learning programme’s impact. See here and here for my earlier blog posts on how to do […]

  2. scm training says:

    i also know the benifits oAbility to complete project-level SCM Modernisation activities in a timely and professional manner with sufficient attention to detail in deliverables, and regular and thorough reporting and project communicationsf.i like it.thanks for sharing

  3. […] may be familiar with Brinkerhoff’s work already. John Kleeman wrote a two-part post about Brinkerhoff’s Success Case Method back in 2010. For Gojko though, it seems that Brinkerhoff’s earlier work, “The Learning […]

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