Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
OF THE
INDUSTRY
SURVEY
2017
ORDERING INFORMATION
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SPECIAL THANKS
The State of the Industry Report aims to be the most trusted source of
data related to Training and Development in the Philippines.
Data Source
The consolidated responses include all the organization who participated in the
survey for 2017. Respondents submitted their data using an online survey.
The data in this report presents results in several groupings which can be
used by learning professionals to benchmark learning investments and best
practices in their organization. The two major groupings are ownership (Filipino
and Foreign owned) and the size of the organization.
I. PROFILE OF
RESPONDENTS
One hundred one thirty two (132) organizations from the public and
private sectors participated in this study.
Demographics
63%
37%
Job Title
23% Other
Participants Industry
132
Organizations from the
Agriculture, Hunting, Forestry, Fishing
Construction
Finance
42%
Total
Large (1000 &
27%
Small (1-199 more employees) Health and Social Work
employees)
Small(1-199
27%
employees)
Large (1000 and
more Hotels and Restaurants
employees)
42%
Medium (200- Manufacturing
999 employees)
31%
Mining and Quarrying
31%
Medium (200-999
employees)
Outsourcing/Offshoring
Education
Others
Private Private Public
(for Profit) (Non Profit (Government)
/ NGO) 0 5 10 15 20 25 30
II. THE ROLE AND
FUNCTION OF T&D
Distinct L&D Function
13%
From 59% in 2015, there’s a 3% increase in the response that L&D has a
distinct organization with its own head, 62% in 2016. Most organizations have
ackowledged the need for a special function that performs L&D initiatives. This is
true for either company sizes or types of ownership.
40 22 12
Yes, our Learning and Development function has a
distinct organization with its own Head.
2 6 5
No, our Learning and Development function is performed
by the owner or line manager.
9 9 15
No, our Learning and Development function is performed
by all-around HR personnel.
80
70 60
50 40
40 30
30 20
20 10
10 0
No, our Learning and No, our Learning and Yes, our Learning and
0 Development function is Development function is Development function has a
g and performed
No,
Yes, by all-around
our Learning
our and
and HR performed by the owner
No, our Learning and or line Yes, distinct
our organization
Learning andwith its
nction is Development
Development personnel.
function
function hasis a Development manager.
function is Developmentown Head.has a
function
wner or line performed
distinct by all-around
organization with HR
its performed by the owner or line distinct organization with its
. personnel.
own Head.
Local/ Filipino ownedmanager. Multi-national/ Foreign owned
own Head.
6 Overall
8 Large Organization
3 Small Organizations
These numbers show the average L&D FTE per size of the organization according
to the respondents who said they have a distinct L&D team. These FTEs perform
different roles/ functions within the L&D team.
Some respondents also mentioned that the number of L&D staff is based on a
percentage of the total organizational population.
Distinct roles/ functions within the L&D
team
4 6 16 LMS Administrator
9 13 18 Training Analyst
21% Trainer
12% Other
8% Coach / Mentors
6% Curriculum Developer
When asked to best describe the role of L&D in their organization, majority of
the respondents (45%) said they are seen as strategic business partners. The
survey shows the same high result for both local and foreign owned companies
and regardless of the company size.
Level of Influence
1%
Diminishing
79%
Growing and expanding in importance
2%
Not applicable
18%
Staying the same
79% of the respondents said that they’re level of influence in the organization is
growing and expanding in importance.
III. L&D BUDGET AND
EXPENDITURES
L&D Budget and Expenditures
Total L&D Budget spent in 2016
15,210,526
Average of Total L&D
Budget for
5,647,938 Large Organizations
6,654,211
Budget for Local
Organizations
3,039,474
Average of Total L&D
Budget for Mid-size
Average L&D Budget
spent in 2016 8,516,000 Organizations
66% of the respondents said the total L&D budget take 5% or less of total Payroll
budget.
Mid-size and Local organizations show a greater tendency to allot budget that
takes 6-10% of the total payroll.
20
7% 7% Not applicable, we do not
7% 11 to 15%
15 have an L&D function
13% 5% or less more than 15%
10 6 to 10%
6 to 10%
66% more than 15%
5
Not applicable, we do not 5% or less
have an L&D function
0
Large (1000 and Medium (200- Small (1-199 11 to 15%
more 999 employees) employees)
Payroll % per Company Size
employees)
Payroll % per Company Size
25
20
Not applicable, we do not
15 have an L&D function
more than 15%
10
6 to 10%
5
5% or less
0
Large (1000 and Medium (200- Small (1-199 11 to 15%
more 999 employees) employees)
employees)
Employee Groups
0 5 10 15 20 25 30 35
6%
Other
26%
Entry-Level Individual Contributors
22%
Mid-Level Individual Contributors
17%
Entry-Level Managers
21%
Senior Leaders
21%
Mid-Level Managers
Majority of the respondents said that about 26% of the L&D expenses were spent
on Entry Level Contributors. About 22% on Mid-level Individual Contributors,
21% on Mid-level Managers and Senior Leaders. Entry-level Managers seem to
be the least priority in terms of prioritization in exhausting L&D resources.
20
Average Entry–Level
Entry-Level Managers
15 Managers
10 Average
Mid-LevelMid–Level
Individual
Individual Contributors
Contributors
5 Entry-Level Individual
Average Entry–Level
0 Contributors
Individual Contributors
Large (1000 Medium (200- Small (1-199 Average
Other Other
and more 999 employees)
employees) employees)
Per Type
Per Type of Ownership of Ownership
35
Per Type of Ownership
35
30 Average Mid–Level
30 Average
ManagersMid–Level
25 Managers
Average Senior Leaders
25 Average Senior Leaders
20
20 Average Entry–Level
15 Average
ManagersEntry–Level
15 Managers
Average Mid–Level
10
Average
IndividualMid–Level
Contributors
10
Individual Contributors
5 Average Entry–Level
5 Average
IndividualEntry–Level
Contributors
0 Individual Contributors
0 Local/ Filipino owned Multi-national/ Foreign Average Other
Local/ Filipino owned Multi-national/
ownedForeign Average Other
owned
Categories of L&D Expenditure
The respondents
Tuition Reimbursement
said that most L&D
Expenses were spent
Technology Investments on the following
categories:
L&D Personnel Training and Development
1. Development
Programs Run by
Outsourcing Expenses L&D- Average of
24%
Wages and Salaries of L&D Personnel 2. Wages and Salaries
of L&D Personnel-
Average of 22%
Development Programs Run by L&D 3. Outsourcing
Expenses- Average
Other Direct Costs of 20%
4. L&D Personnel
Training and
Development-
Average of 18%
5. Technology
Investments-
Average of 13%
15 Outsourcing
Outsourcing Expenses
Expenses
15
10 Wagesand
Wages andSalaries
Salaries
of of
L&DL&D
10 Personnel
Personnel
5 Development Programs Run
Development Programs Run
5 by L&D
by L&D
0 Other Direct Costs
0 Large Medium Small Other Direct Costs
Large
Large
(1000
(1000(1000
and more Medium (200-
(200 (200-999
and Medium - 999 Small - (1-199
( 1 (1-199
Small 199
and more
employees) 999 employees)
employees)
more employees) employees) employees)
employees)
employees)
employees)
Per Type
Per Type of Ownership of Ownership
30
Per Type of Ownership
30 Tuition Reimbursement
25 Tuition Reimbursement
25 Technology Investments
20 Technology Investments
20 L&D Personnel Training
15 and
L&DDevelopment
Personnel Training
15 Outsourcing Expenses
and Development
10 Outsourcing Expenses
10 Wages and Salaries of
5 L&D Personnel
Wages and Salaries of
5 Development
L&D Personnel Programs
0 Run by L&D
Development Programs
0 Local/ Filipino owned Multi-national/ Foreign Other
Run byDirect
L&D Costs
owned Foreign
Local/ Filipino owned Multi-national/ Other Direct Costs
owned
% of Employees Trained
< 20%
%21-40%
of Employees
41-60%
Trained
61-80% 81-100%
% of Employees Traine
19% % of
10%
Employees Trained
< 20% 21-40% 41-60% 61-80%
24% 10%
19%
17% 10%
19%
30%
24%
30%
17%
Per Company Size
Per
PerCompany
CompanySize
Size
88
77
66
< 20%
< 20%
55
21-40%
21-40%
44
41-60%
41-60%
33
61-80%
61-80%
22
81-100%
81-100%
11
00
Large
Large
(1000
(1000
and
and Medium
Medium(200-999
(200-999 Small
Small(1-199
(1-199
more
moreemployees)
employees) employees)
employees) employees)
employees)
14 14
12 12
< 20%
< 20%
10 10
21-40%
21-40%
8 8
41-60%
41-60%
6 6 61-80%
61-80%
4 4 81-100%
81-100%
2 2
0 0
Local/
Local/
Filipino
Filipino
owned
owned Multi-national/
Multi-national/
Foreign
Foreign
owned
owned
L&D expenditure per FTE
25000
20000
0
Large (1000 and Medium (200-999 Small (1-199
more employees) employees) employees)
Per Type
Per Type of Ownership of Ownership
25000
20,807
20000
15,435
15000
Total
10000
5000
0
Local/ Filipino owned Multi-national/ Foreign owned
TrainingTraining HoursSize
Hours per Company per Company Size
50 47
45
40
35 30
30
25
25
20 Total
15
10
5
0
Large (1000 and Medium (200-999 Small (1-199
more employees) employees) employees)
400
170
200 43
0
Large (1000 and Medium (200-999 Small (1-199
more employees) employees) employees)
0
0
Local/ Filipino owned Multi-national/ Foreign owned
Local/ Filipino owned Multi-national/ Foreign owned
Expected changes in 2017 and 2018 L&D Budgets
nges Changes
in L&Din Budgets
L&D Budgets Changes in L&D Headcount
Changes in L&D Budgets Changes in L&D Headcount
6% 7%
6%
39% Decrease 26% Decrease
Increase Increase
No Change No Change
55% Decrease 67%
Increase
No Change
55%
Changes
Changes in L&D Outsourcing
in L&D Changes in Learning
Outsourcing Budget
Budget Technology Budget Tehnology
Changes in Learning
Budget
9% 2%
Decrease Decr
Overall, 55% of the respondents said that the L&D Budget in their organization will
increase. Majority also said that there will be no changes in the L&D Headcount
and Outsourcing budgets. While 47% said that they’re anticipating to increase
their budget in L&D Technology.
IV. L&D MANAGEMENT
PRACTICES
L&D Competencies
LearningSelf-Mastery
Self-Mastery
Intervention …
Learning
LearningIntervention
InterventionDelivery
Delivery
Self-Mastery
Social,
Social, Legal and
andEthical
EthicalPractices
LegalIntervention
Learning Practices
Delivery
Social, Legal and Ethical Practices 0 0 55 1010 1515 20 20 25 25 30 30
Multi-national Multi-national
Local/
0 5
Filipino
10 15 20 25 30
Business
Businessand
andPerformance
PerformanceImprovement
Improvement
Measurement
Measurementand
andEvaluation
Evaluation
Learning
LearningTechnology
TechnologyLiteracy
Literacy
Career
Careerand
andTalent
TalentManagement
Management
Learning
LearningIntervention
InterventionDesign
Design
Business
BusinessAcumen
Acumen
Management
Managementofofthe
theLearning
LearningFunction
Function
Relationship
RelationshipManagement
Management
Knowledge
KnowledgeManagement
Management
Learning
LearningIntervention ……
Intervention
Self-Mastery
Self-Mastery
Learning Intervention
Learning InterventionDelivery
Delivery
Social,
Social,Legal
Legaland
andEthical
EthicalPractices
Practices
10 7 13 Business Acumen
5 13 5 Management of Learning Function
9 9 4 Relationship Management
11 3 5 Knowledge Management
8 7 3 Self-Mastery
4 9 2 Learning Intervention Delivery
3 6 2 Social, Legal and Ethical Practices
Do you see value in getting certification?
etting Certification
Value in Getting Incentive given
Value in Getting Certification
Certification Incentive given
10%
10%
No 35%
No
Yes Yes
65%
90%
%
6%
Determined by financial and
17% growth results, strategic planning
38%
Determined by business unit
heads/assessment needs
Majority of the respondents said that the main drivers of L&D in their organization
are determinded by the business unit heads/ assessment needs or determined
by financial and growth results/ strategic planning.
Open enrollment -
Open enrollment -
interest in previous or
interest in previous or Local/ Filipino owned
existing courses Local/ Filipino owned
existing courses
Determined by business Multi-national/ Foreign
Determined by business Multi-national/ Foreign
unit heads/assessment owned
unit heads/assessment owned
needs
needs
Determined by financial
Determined by financial
and growth results,
and growth results,
strategic planning
strategic planning
0 10 20 30 40 50
0 10 20 30 40 50
Other Other
Open enrollment
Open enrollment
- interest
- interest
Large (1000
Largeand
(1000
more
and more
in previous
in previous
or existing
or existing
coursescourses employees)
employees)
Medium
Medium
(200-999
(200-999 employe
Determined
Determined
by business
by business employees)
unit heads/assessment
unit heads/assessment
Small (1-199
Small employees)
(1-199 employees)
needs needs
Determined
Determined
by financial
by financial
and growth
and growth
results,results,
strategic
strategic
planningplanning
Interviews/ FGD
5%
Performance Scorecards
26% 35%
Quality Heatmap
Assessments/ Knowledge
6% Tests
28% Other
Interviews/ FGD remains to be the widely used TNA tool according to 35% of
the respondents. Performance scorecards, and Assessments are also utilized
to indentify training needs.
Some of the other tools mentioned by the respondents are the following:
1. Open space workshops
2. Pulsechecks
3. Survey
4. Government/ Professional requirements
5. Management calls/ Business plans
This proves that L&D practitioners use multi channels to better understand
the learning needs in an organization.
Interventions
TopTop
Top 3 training content Training
most Training
L&D Content
Content
resources
60 were
60 spent on for 2016
50 50
Process, Procedures,
Process, Procedures,
Business Process,
Business Process,
40 40 Technical
Technical
Integrity and Compliance
Integrity and Compliance
30 30 New New
Hire Onboarding
Hire Onboarding
20 20 Leadership Training
Leadership Training
10 10 Professional SkillsSkills
Professional
Development
Development
0 OtherOther
0
TotalTotal
Top 3 training content most L&D resources were spent on for 2016:
These appear to be the top training content regardless of the type of ownership
and company size.
Per Company Size
Per
PerCompany
CompanySize
Size
80
80 Other
Other
70
70
Professional
ProfessionalSkills
Skills
60
60
Development
Development
50
50
Leadership
LeadershipTraining
Training
40
40
30
30 New
NewHire
HireOnboarding
Onboarding
20
20
Integrity
Integrityand
and Compliance
10
10 Compliance
00
Process,
Process,Procedures,
Procedures,
Large
Large(1000
(1000and
and Medium
Medium(200-
(200- Small
Small(1-199
(1-199 Business
BusinessProcess,
Process,
more
more 999
999employees)
employees) employees)
employees) Technical
Technical
employees)
employees)
Per
Per Type of Company
Ownership Size
80 Per Type of Ownership Other
70120
Other
Professional Skills
60
100 Development
50 Professional Skills
80 Leadership Training
Development
40
Leadership Training
60
30 New Hire Onboarding
40 New Hire Onboarding
20
Integrity and
10 20 Integrity and Compliance
Compliance
0 0
Process,
Process, Procedures,
Procedures,
Large (1000
Local/ and owned
Filipino MediumMulti-national/
(200- SmallForeign
(1-199 Business Process,
more 999 employees) owned
employees) Business Process, Technical
Technical
employees)
L&D Competencies
vement Training Methodologies
aluation
Literacy
Our respondents
Mentoring
gement said that these
interventions were
Design Simulation exercises implemented in their
Acumen Cross-posting organizations:
8 11 11 Mentoring
6 11 11 Simulation exercises
3 5 7 Cross-posting
7 9 7 Job rotation
5 12 9 Job shadowing
13 13 17 On the job coaching/ training
9 9 12 Online courses and materials
Classroom-based methods (presentations,
16 22 18 workshops, lectures)
Per Type of Ownership
Per
Per
Type
Type
ofof
Ownership
Ownership
Mentoring
Mentoring
Simulation
Simulation
exercises
exercises
Cross-posting
Cross-posting
JobJob
rotation
rotation Local/
Local/
Filipino
Filipino
owned
owned
JobJob
shadowing
shadowing
Multi-national/
Multi-national/
Foreign
Foreign
On-the-job
On-the-job
training/
training/
… … owned
owned
Online
Online
courses
courses
andand
… …
Classroom-based
Classroom-based
… …
Learning Measurement
Transfer of Learning Measurement
Transfer of Learning Measurement
34% 34%
No No
Yes
Yes
66%
When asked if there is a system or process in place that ensures and measures
transfer of learning in the organization, 66% said Yes.
Levels of Training Evaluation used
Training
Training
Evaluation
Evaluation
Level
Level
4 (Results)
4 (Results)
Total
Total Level
Level
3 (Application)
3 (Application)
Level
Level
2 (Learning)
2 (Learning)
Level
Level
1 (Reaction)
1 (Reaction)
0 0 10 10 20 20 30 30 40 40 50 50
Most of our respondents measure up to Level 2 and Level 3 Evaluation. The ability
to measure up to Level 4 has been a consistent struggle for L&D practitioners.
This is probably the reason why Measurement and Evaluation was identified as a
critical competency that needs to be developed by L&D professionals.
20
20
15 Level 1 (Reaction)
15 Level 1 (Reaction)
Level 2 (Learning)
10 Level 2 (Learning)
10 Level 3 (Application)
Level 3 (Application)
Level 4 (Results)
5 Level 4 (Results)
5
0
0
Large (1000 and Medium (200-999 Small (1-199
moreLarge (1000 and employees)
employees) Medium (200-999 employees)
Small (1-199
more employees) employees) employees)
Per
Per Type of Ownership
PerType
TypeofofOwnership
Ownership
35
35
30
30
25
25
20 Level 1 (Reaction)
20 Level 1 (Reaction)
Level 2 (Learning)
15 Level 2 (Learning)
15
Level 3 (Application)
Level 3 (Application)
10
10 Level 4 (Results)
Level 4 (Results)
5
5
0
0
Local/ Filipino owned Multi-national/ Foreign
Local/ Filipino owned Multi-national/ Foreign
owned
owned
V. L&D BEST PRACTICES AND
CHALLENGES
L&D Strengths
6 13 10
Onboarding new hires
7 11 9
Designing and delivering programs
that drive better performance
7 8 7
Ensuring targeted solutions are provided to address
the L&D needs of every department in the organization
4 5 13
Partnering with the business and ensure
L&D goals impact organizational goals
1 5 7
Building a pool of capable L&D successors
and catalysts in each department
5 5 2
None. We are still enhancing our capabilities
1 5 5
Enhancing confidence and credibility
to extend L&D staff influence
0 0 1
Other
Per Type of Ownership
Per Type of Ownership
Onboarding new hires
Other
0 5 10 15 20 25 30 35
…
0 5 10 15 20 25 30 35
L&D Challenges
0 5 10 15 20 25 30 35
14 10
12
8
10 Large (1000
6 and more
8
employees)
6 4
4
2 Medium (200
2 999
employees)
0 0
GettingGetting
the On theboarding
On boarding Lack Lack
of ofDesigningDesigning Other
Other
higher higher L&D staff resources
L&D staff resources to to and and
leadership's
leadership's that
that have have
the implement
implement delivering
delivering Small (1-199
supportsupport for skills.
for right the right L&D L&Dprograms programs
but employees)
some some
of the of the skills.initiatives.
initiatives. but not
not able to able
L&D L&D to measure
measure its
initiatives.
initiatives. its
impact toimpact
the to
the
business.
business.
35
Priority Areas
Priority Areas
Leadership and Management
Technical Skills
Personal Effectiveness
Customer Service
Other
Indirect/alternative courses
0 10 20 30 40 50
In the next 2 years, investment priority areas for Training and Development
are as follows:
9 16 14 Technical Skills
10 11 7 Personal Effectiveness
6 13 6 Customer Service
5 9 5 Values Orientation
5 6 5 New Employee Orientation
0 3 2 Other
1 1 13 Indirect/ alternative courses
26 13 Technical Skills
19 9 Personal Effectiveness
17 8 Customer Service
12 7 Values Orientation
8 8 New Employee Orientation
2 3 Other
2 3 Indirect/ alternative courses
Local/ Filipino Multi-national/
owned Foreign
owned
In the next 2 years, the number of
training offerings will
2%
24%
2%
24%
Decrease or streamlined
Decrease or streamlined
Increase
Increase
Remain
Remainthe same
the same
74% 74%
Learning and Development leaders are now faced with challenges in various
aspects of talent development. Our respondents shared their insights
on how L&D leaders can be effective and successful in addressing these
challenges.
Research Lead
Marby Bustalinio- Tabungar
Training and Quality Manager
Genpact
www.pstd.org