Question: 1 | P a g e TATA TRUSTS: MEASURING TRAINING PROGRAMME PERFORMACE 1 On November 1 1 , 2 0 2 2 , Natalie Beale
P a g e
TATA TRUSTS: MEASURING TRAINING PROGRAMME PERFORMACE
On November Natalie Beale Chopra, Lead of the Centre for Excellence
Learning, Development, and Engagement LDE was waiting at Mumbai Airport Terminal for
the announcement of her boarding gate. She was taking her fifth flight to Ahmedabad in less than
a year to visit the Institute of Rural Management Anand, some km east of Ahmedabad. This
time, she was visiting the institute to see the final leg of her widely watched and highly ambitious
Transition Leadership Programme TLP for the Area Managers of Tata Trusts. The programme,
which started in December was a carefully crafted and oneofakind programme for the
managers in a social sector organization in India.
She was pleased that TLP had the participation of one of the most important cadre of
employees at the Tata Trusts, the area managers. They acted as an essential conduit between the
field of work of the trusts and the design and strategy team. For TLP she received great
endorsement from her CHRO as well as leads of other centres of excellence, ie Talent
Management and Performance and Rewards. At various points in time during the programme, she
also took support and inputs from the design team, grant lifecycle management team, and various
thematic heads of the trusts. While all of this was satisfying for Natalie, she couldn't help but
contemplate the key criteria for evaluating TLPs performance. If she were to judge it based on the
engagement of internal specialists and Tata Trusts in the programme or the level of participation
of the immediate reporting officer of the Area Managers, then the TLP was already a resounding
success. However, she remained concerned about what other parameters she could use to measure
the programmes success in the long run.
Despite having a busy fiveday schedule ahead of her in Anand, Natalie was optimistic
about finding solutions to her queries on evaluating TLPs performance. There is so much
happening. This is not only new for us but also for the sector. We just need to keep going, she
thought. As she updated her todo list for IRMA, the announcement for the boarding gate change
interrupted her train of thought. Nonetheless, Natalie remained determined to make the most of her
time at IRMA, so that she could develop a comprehensive understanding of TLPs performance
and use it to improve and finetune the programme for future participants.
Tata Trusts
The Tata Trusts was founded in and was one of Indias oldest and most respected
philanthropic organizations, with a legacy that spanned over years. The trusts had a long history
of working towards the betterment of Indian communities, and their initiatives had a significant
impact on millions of lives. Tata Trusts was engaged in a variety of themes, including rural
upliftment, water, health, education, arts, crafts and culture, urban poverty alleviation, energy, and
climate change. The Trusts also focused on innovation, institutions, and individual grants. It was
committed in research and development and leveraged the latest technologies to develop innovative
solutions to social problems. The trusts also prioritized longterm sustainability in their initiatives,
aiming to create lasting change rather than just addressing shortterm needs.
In the area of rural upliftment, the Tata Trusts launched a number of programs to address
the challenges faced by rural communities, such as improving agricultural productivity, sustainable
livelihood, affordable finance, and natural resource management. In the area of water, the trust
supported projects aimed at water harvesting and conservation, water security and management
and improving access to clean drinking water.
Satyendra Pandey wrote this case solely to provide material for class discussion. The author does not intent to illustrate
either effective or ineffective handling of a managerial situation. The author expresses his sincere gratitude to Tata
Trusts for their inspiring work in the field of social impact, which served as the inspiration for this case study. Their
dedication and commitment to creating positive change in the world are an inspiration to all.
P a g e
In the area of health, the Tata Trusts supported themes of cancer care, noncommunicable
diseases, communicable diseases, elder care, mental care and health systems strengthening. In
education, the trust focused on initiatives to improve early childhood education, teacher education,
promote digital literacy, and support skill development.
Using the case above
Develop an action plan for Natalie to measure changes in behaviour using the
Kirkpatrick Model
Develop a robust plan to measure results as an outcome of training. Please mention
all the possible risks in adopting results approach to measuring training
effectiveness in this context and how it can be overcome.
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