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The (Not-So) Accidental Trainer Russell Palmer [email protected] LYRASIS ©2012

The (Not-So) Accidental Trainer Russell Palmer [email protected] LYRASIS ©2012

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Page 1: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

The (Not-So) Accidental Trainer

Russell [email protected]

LYRASIS ©2012

Page 2: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Objectives

After this class, you will be familiar with• The various aspects of instructional

design• A common model of individual learning

styles• Different presentation techniques and

activities for different learning styles• Methods for evaluating the

effectiveness of a training session

Page 3: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Introduction

• Few who train have had training on training.

• What are your training memories?

Page 4: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Types of Learning

• Acquire knowledge or understanding

• Develop a skill• Change an attitude• Instill a value

Page 5: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

You've been asked to teach a class…what do you need to know?

Page 6: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

The Training Environment

• Audience• Time frame• Space• Equipment• Budget• Travel

Page 7: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Communication

• Be in touch with host/sponsor– Share contact information– Where, when, parking, etc.

• Ask for what you need, understand what will be there for you– Whiteboard, flipchart ?– PC or laptop (your own?) or flash drive?– Meeting room or lab?– Equipment?

Page 8: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Instructional Design• Establish objectives based on needs• Organize content & research

– Consider types of adult learners – Consider your training style

• Identify environmental concerns• Choose type(s) of delivery• Design the materials• Evaluate

Content should drive delivery and materials.

Page 9: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Needs Assessment

• Surveys• Questionnaires• Interviews• Observation• Work samples• Reports • How else to determine needs?

Page 10: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Needs Objectives

• Objectives formula Desired performance

– Actual performance = Training need

• Ask yourself– What must they know at the end?

• Ongoing needs assessment– Communication

Page 11: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Exercise 1

• Think of a class you are currently teaching, planning to teach in the future, or can imagine teaching. Who are your potential students for the class, and what are their training needs?

Page 12: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

SMART Training Objectives

• Specific• Measurable• Action-oriented• Realistic• Time-related

Page 13: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Bloom’s Taxonomy of Educational Objectives

Cognitive• Knowledge• Comprehensi

on• Application• Analysis• Synthesis• Evaluation

Psychomotor• (Not fully

developed)

Affective• Receiving• Responding• Valuing• Organizing &

conceptualizing

• Characterizing by value or concept

Page 14: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Sample Objectives – Libraries Helping Job Seekers in Hard TimesIn this class you will

• Identify the tasks involved in searching for work and how libraries might assist job hunting patrons

• Review the basics of resumes and cover letters

• Discover resources available to job hunting patrons

• Decide upon initiatives and programs to undertake

Page 15: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Sample Objectives – Introduction to Metadata

With hands-on practice and class discussion, you will

• Gain foundational knowledge of metadata basics and terminology

• Be comfortable at a beginner level with a variety of metadata schema, including Dublin Core

• Understand metadata topics and issues, such as interoperability and best practices

• Feel comfortable getting started with metadata at your organization

Page 16: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

What are the objectives for the class YOU will teach?

• Exercise 2: for this class and these students, develop three to five objectives.

Page 17: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Learning Styles• Different categorizations of styles

– Audio, visual, kinesthetic– Feeling-thinking, watching-doing (Kolb)– Multiple Intelligences (Gardner)

• A person retains information better when it’s presented in one way or another– Combination of more than one

• Appealing to different styles is best chance for retention!

Page 18: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

VAKThree different learning styles:• Visual• Auditory • Kinesthetic

Page 19: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Visual Learners

• Think in images• Visualize words• Prefer demonstrations• Memory is often triggered by images• Remember faces but not names• Use metaphors• (Usually sit up straight)

Page 20: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Auditory Learners

• Associate sounds with understanding• Prefer dialogue or lecture• Sounds trigger memory• Repeat words• Enjoy talking with others• (Nod head a lot when presenter is

talking)

Page 21: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Kinesthetic Learners

• Tactile• Motion-oriented• Prefer “learning by doing”• Prefer action stories• Use gestures• (May take notes; often jump right in

and try things)

Page 22: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Retention

Read

Hear

See

See and hear

Talk over with others

Use and do in real life

Teach someone else

10%

30%

70%

95%

20%

50%

80%

AdultRates

Page 23: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Your Teaching Style• Active listener• Actor/Director• Assigner• Coach• Consultant• Content expert• Coordinator• Designer• Evaluator

• Facilitator• Lecturer• Negotiator• Observer• Organizer• Questioner• Resource person• Role model• Resource manager

Page 24: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Exercise 3

• Considering the three learning styles we discussed (visual, auditory, kinesthetic), what will you include in the design of your course to work with each style? (Such as, presentation, demonstration, lecture, exercises.)

Page 25: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Designing & Organizing Content

• Brainstorming• Clustering• Napkin method

• Plan on 10 hours prep for each hour of class

• Over-plan • Provide variety

Page 26: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Napkin Method

• Break your core topic down– 4 sub-topics, at most

• Cluster in each sub-topic• Develop outline for sub-topics

– Becomes an agenda

• Back of napkin: resources needed, environmental concerns, learning styles

Page 27: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Research

• Print sources• Digital sources• Human sources• Experiential sources

May alter content/agenda.

Page 28: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

The Adult Learner

I am always ready to learn although I do not always like being taught.

- Winston Churchill www.quotegarden.com

Page 29: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Adult Learners• Practical orientation

– What’s in it for me? (WIIFM)– Expect immediate usefulness

• Varying levels of experience• Motivation – internal or external?• Responsible for own learning

– Decide for themselves what's important

• Collaborative environment• Various reactions to change

Page 30: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

What does this mean for you?

• Keep atmosphere positive– Respect & trust– Friendly & professional

• Keep it interesting and pertinent to their work– Know your audience– Keep the focus on the topic

• Tell them what’s expected• Don’t have any expectations of your own

Page 31: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

How do you do all this?

• Show enthusiasm• Introductions and/or icebreaker

– Not just to you but to each other– Introduce the material too

• Conversation– Greet participants as they arrive– Encourage questions, sharing

experiences– Accept and listen to everyone

Page 32: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

How do you do all this?

• Have a sense of humor– Be careful with jokes!

• Remember names– Name tags or table tents

• Have a schedule – and keep to it– With some wiggle room

• Know the material• Don’t pretend to know something

Page 33: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Keeping Their Interest

• Remember learning styles?• Give (and solicit) additional examples• Tell anecdotes (if appropriate)• Don’t read the slides

– Read the exercise instructions

• Ask questions– Involve participants

• Re-phrase things• Repetition actually works

Page 34: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Your Tools

• Your voice

• Your body

• Your material

Page 35: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Your Voice• Modulation

– Avoid monotone! Vary your tempo.• Enunciate clearly• Breathe• Emphasize

– When and where appropriate• Don’t be afraid of silence

– Pause • Don’t “um” or “ah” or any such thing

Page 36: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Your Body• Move around

– Laser pointer? Remote control?

• Sit at times, if possible

• Use your natural mannerisms– Gesture to draw attention

• Eye contact– With everyone

• Nervous tics are distracting– Constant fidgeting, swaying, pet phrases or words

Page 37: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Your Material

• Presentation software/application

• Demonstration

• Lecture

• Manual, handouts

• Activities

• Exercises

• Flip charts, markers, post-it notes

• Online documentation

Page 38: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Activities & Exercises• Nominative group technique• Brainstorming/Clustering/Mindwalk• Practicum

– Critiques• Case study• Group discussion• Exercises based on real world

scenarios– Group exercise(s)

Page 39: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Handling Questions

• Don’t focus only on the individual who asked

– Involve the group

• Restate and/or paraphrase

• Reflect feelings back to individual

• May have to draw out the real question

• Confirm answer is adequate for him/her

• Smile and thank the person

Page 40: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

The “Problem Trainee”• Disruptive, challenging, attention-

seeking, distracting, disengaged

• If you’ve established a good relationship with the group, these will be minimized– Ground rules?

• Don’t become defensive, and stay calm

• Exercise authority – subtly

• Listen, ask to talk to “offline”– Advise at beginning of day that you’ll do that

Page 41: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Problems

• Disruptive side conversation • Sleeping• "Know-it-all"• Resentment• Unrelated/inappropriate

questions• Wide spectrum of past

experience• Deviation from topic at hand

Page 42: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Logistics

• Arrive early and make sure things work– Files ok, software ok, internet access

ok– Don’t stress over technical glitches

• Room arrangement– Can you alter?– Lighting?– Temperature?

• Breaks, lunch, restrooms, etc.

Page 43: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Room Arrangements

• What do you plan to have happen?– Small group work

– Formal lecture

– High participation

– Large group discussion

– Hands-on activities

• Where should the focus be?– On the instructor

– Between participants

– On an activity

Page 44: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Nervous much?• Accept it

– Happens to everyone– People in the room want you to do well

• Know the material– Memorize or know well the first portion

• Breathe• Move• Put on your “game face”• Be gentle with yourself…you'll make

mistakes.

Page 45: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Exercise 4

• Considering what you’ve planned in Exercise 3, what would be your ideal training environment? (Such as, meeting room vs. computer lab, tables and chairs vs. chairs only, flip charts, etc.)

Page 46: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Evaluation

• Survey and questionnaire• Interview• Observation• Work samples• Records & Reports• Exercises

Be prepared to make changes in your class!

Page 47: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Exercise 5

• How will you determine whether the class objectives have been met? Observation? Quiz? Exercise answers? Post-Assessment? Something else?

Page 48: The (Not-So) Accidental Trainer Russell Palmer russell.palmer@lyrasis.org LYRASIS ©2012

Thank You for Attending!

Questions/Comments?Questions/Comments?• 1.800.999.8558• ext. 4916• Email: [email protected]