Audit Secrets: Leveraging Your Inner Entrepreneurial Spirit

By Aaron Wolowiec • February 10, 2017

Strategize your events better by conducting a learning audit


Aaron Wolowiec
Aaron D. Wolowiec, MSA, CAE, CMP, CTA, Event Garde

Editor’s Note: Before your association decides to modify or expand its slate of events, consider stepping back to conduct an audit of what is working well for your members and other stakeholders, and what could use some improvements. Aaron Wolowiec of Event Garde shares seven tips below for objectively and thoughtfully auditing your learning-oriented events. Done right, the process can take some time, and you may feel like you are fighting old ways kept in the name of tradition. However, an events audit can yield new traditions that engage attendees in ways that serve their continuing education needs better than before, keep them coming back, and turn casual attendees into full-fledged members.

Q: I’m feeling pressure from my organization to conduct a learning audit. Will it really benefit my organization? And what does it involve?

A: A learning audit is a systematic review of either a stand-alone program or an entire meetings portfolio to determine its strengths and weaknesses, with the aim of guiding subsequent improvements. Outcomes can include a stronger brand, an elevated reputation and more loyal participation.

The most successful businesspeople approach their work with intentionality. Following are seven entrepreneurial secrets, as originally imagined by Peter Economy for, with a learning-audit spin.

1. Build a solid relationship bridge. Identify key stakeholders who are affected by learning programs in your
organization. Develop, implement and monitor a communication plan that ensures their buy-in and engagement.

2. Slow down to lead. Carefully identify the three buckets that comprise your learning portfolio:
in-person programs, digital programs and other resources that have the potential to educate your audience
(e.g., blogs, newsletters, websites, magazines).

3. Choose your mindset. A big-picture audit identifies for each of your three buckets the overall mix,
trends and relationship to your organization’s body of knowledge. A detailed audit drills down to measure
the attainment of established outcomes for each program.

4. Know your business “health” metrics. Gather program metrics via in-person interviews or focus
groups and aggregate evaluation or survey data and environmental scanning exercises. Be prepared to make
corrections as necessary.

5. Be determined. Stay the course by customizing the standard audit tools and processes, enlisting the
support of your professional network (e.g., a colleague with learning audit experience) or seeking the advice
of a trusted consultant.

6. Resolve to succeed. Develop a report according to stakeholder needs and wants—either written or
verbal (or both). In crafting the report, carefully consider the length, the language used and whether or not
to include the raw data.

7. Be prepared to swim upstream. At this stage it’s time to implement new ideas and recommendations
and to sunset underperforming or mature programs, products and services. While it won’t be easy, it’s necessary
for long-term growth.

This piece originally appeared in Michigan Meetings + Events.

About The Author

Aaron Wolowiec is a learning strategist and meetings coach for trade associations and individual membership societies. Committed to the latest research and trends on learning, intentional networking environments and meaningful transfer exercises, he launched Event Garde, a professional development consultancy, in 2011.