Human Capital Investment ROI

Crestline Financial Services • FY2024 L&D Performance Review

Annual Review Period
Jan 2024 – Dec 2024
1,800 employees • $390M revenue
Revenue per Employee
$217K
+8.2% YoY
Training ROI Index
2.8×
+0.4 vs. FY23
Avg Time-to-Productivity
87d
-12d vs. FY23
Quota Attainment Lift
+18pp
Best in 3 years
Post-enablement avg
Attrition Differential
-7.2pp
Hi-Dev vs. Lo-Dev
Development cohort gap
L&D Investment
$2.4M
$1,333 per employee
Target cut: $600K

Training ROI Index by Program

Return multiple on L&D investment across 14 programs (FY2024)

Time-to-Full-Productivity by Role

Days to full quota/KPI achievement (FY2024 cohort)

Quota Attainment Lift Post-Enablement

Sales team performance before/after training

Attrition Rate Differential by Development Investment Tier

12-month rolling attrition by L&D spend per employee cohort

Manager Effectiveness vs. Team Performance

Pearson r = 0.68 (n=142 managers)

High-Potential Retention by Program Enrollment

24-month retention rate for HiPo cohorts

Revenue per Employee by Department

Quarterly trend (Q1 2024 – Q4 2024)

Learning Transfer Rate
74%
Skills applied on-the-job within 90 days
Q3 2023 68%
Target 80%
L&D Cost per Performance Point
$87
Investment per 1pt increase in performance rating
FY2023 $102
Efficiency gain -15%
Certification-to-Performance Correlation
0.52
Pearson r (certification count vs. annual rating)
Strong positive p<0.001
Sample n=1,637

Program Investment Detail Table

FY2024 L&D portfolio performance summary • Ranked by ROI Index

Program Name Participants Investment ROI Index Performance Lift Completion Status
Consultative Selling Mastery 87 $174K 4.1× +22pp quota 94% ■ Expand
Leadership Accelerator (Manager) 142 $312K 3.6× +0.68 team perf r 88% ■ Expand
Data Analytics Bootcamp 64 $128K 3.2× -18% error rate 91% ■ Maintain
Client Onboarding Excellence 103 $87K 2.9× -14d TTP 96% ■ Maintain
Technical Underwriting Certification 78 $156K 2.4× +12% accuracy 82% ■ Maintain
Wealth Planning Specialist Track 52 $197K 2.1× +$42K AUM/advisor 87% ◆ Monitor
Product Knowledge Refresh (All) 1,624 $243K 1.8× +8% quiz scores 78% ◆ Optimize
Executive Presence Workshop 38 $94K 1.5× +0.31 rating lift 100% ◆ Monitor
Compliance Deep Dive (Annual) 1,687 $168K 1.2× -2 incidents 99% ◆ Maintain
Diversity & Inclusion Series 1,421 $121K 1.1× +4pp engagement 72% ◆ Redesign
Time Management Fundamentals 287 $54K 0.9× +2% productivity 64% ▼ Cut
AML Certification Refresh 420 $189K 0.7× r=0.12 perf corr 81% ▼ Renegotiate
Wellness & Resilience Program 512 $76K 0.6× -1pp attrition 58% ▼ Cut
Email Etiquette Workshop 134 $22K 0.3× No measurable lift 69% ▼ Eliminate
Recommended Actions
Cut $600K target: Eliminate "Email Etiquette" ($22K), "Wellness & Resilience" ($76K), "Time Management Fundamentals" ($54K). Renegotiate "AML Certification Refresh" vendor contract (current $189K → target $95K, save $94K). Reduce "D&I Series" scope ($121K → $75K, save $46K). Total savings: $292K + $94K + $46K = $432K. Redirect to expand "Consultative Selling Mastery" (+50 seats, $100K) and "Leadership Accelerator" (+40 seats, $88K). Remaining $244K to bridge gap through FY25 delayed vendor payments.