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PUNJAB COLLEGE OF TECHNICAL EDUCATION
COURSE NAME: TRAINING AND DEVELOPMENT (MB-662)
COURSE INSTRUCTOR: Sukhjinder Baring
EXTERNAL ASSESSMENT:60 INTERNAL ASSESSMENT:40
THEORY LECTURES: 32 ASSIGNMENTS: 4CASE STUDIES:3
TEST: 3
COURSE OBJECTIVE
Competitive advantage makes the difference between success and failure of
organization. To attain this, organizations today require continuous Training
and development of their human resources so as to achieve a level of costeffectiveness and delivery necessary for success.
T&D helps to improve the quality of employees and is part of core
organizational strategies, core HR intervention to enhance potential and
performance of organization.
GRADING FOR COURSE
MSE 15 marks
Assignments 5-7 marks
Tests 5-8 marks
Presentation 5 - 10marks
Participation in Case Studies and Activities 5 -8 marks
RULES THAT WE NEED TO FOLLOW
1. Attendance Criteria 75% (NO COMPROMISES!!)2. You are expected to be class on/before scheduled time. You will be allowed to
enter in class in first 10 minutes of lecture. After that you are welcome to class butwould not be awarded attendance. No excuses please for been late.
3. Make sure you are not absent on Presentation day or Activity day or case study
discussion day or tests. Zero marks would be awarded to absentees. Youll be
informed well in advance about the important deadlines.4. DO NOT COPY ASSIGNMENTS. All the copied assignments and master
assignment would be straight away cancelled.
Lecture
No.
Taken
onDate
Topics Case
Study/Assignment/Test/Activity
1. Training and Development: Process and significance
The goal of training is for employees to
master the knowledge, skill, and
behaviors emphasized in training
programs, and
apply them to their day-to-day
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activities
2. Assignment 1
3. Principles of Learning.
Discuss the five types of learner outcomes.
Explain the implications of learning theoryfor instructional design.
Incorporate adult learning theory into the
design of a training program.
Describe how learners receive, process,
store, retrieve, and act upon information.
4. Principles of Learning.
(continued)
5. Case 1
6. Identification of Training Needs, Evolving Training
Policy.
Discuss the role of organization analysis,person analysis, and task analysis in needs
assessment.
Identify different methods used in needsassessment and identify the advantages and
disadvantages of each.
Discuss the concerns of upper-level and mid-level managers and trainers in needs
assessment.
Explain how person characteristics, input,
output, consequences, and feedbackinfluence performance and learning.
7. Identification of Training Needs, Evolving Training
Policy.
(continued)
8. Training and Development Systems
9. Training Methods, Training Centers1. Discuss the strengths and weaknesses of
presentational, hands-on, and group building
training methods.2. Provide recommendations for effective on-
the-job training.
3. Develop a self-directed learning module.4. Compare and contrast the strengths and
weaknesses of traditional training methods
with those of methods based on new
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technology.
5. Identify and explain the benefits of newtechnologies that can be used to improve the
efficiency of training administration.
10. Training Methods, Training Centers11. Training Methods, Training Centers
12. Students bringingvarious examples
for different
training method
used in variouscompanies
13. Role of External Agency in Training andDevelopment
Assignment 2
14. TEST 1 From
lecture 1 to 10.15. Training for Change
Become a more effective Change
Agent in introducing and proactively gaining
support for change
Implement and manage change more
quickly, completely and successfully
Smooth change transition and
overcome resistance Manage people during periods of change
more effectively and overcome negativity in
the workplace Structure communications to more positively
facilitate change
16. Resistance in Training
Understand the true reasons why people
resist and fear change
Anticipate employee reactions and plan yourresponses with the "Change Cycle"
Be a more influential role model and catalystfor change in your company
Resistance from Employees/Individuals
Resistance from Teams/ Groups
Resistance from Top Management
Case 3
17. Developing Effective Trainers, Designing training
Programme.
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18. Designing training Programme.
19. Designing training Programme.
20. Assignment 3 andcase 2
21. Approaches to Management Development, Methods
of Development, Designing DevelopmentProgramme
1. Discuss current trends in using formaleducation for development.
2. Relate how assessment of personality type,
work behaviors, and job performance can be
used for employee development.3. Describe the benefits that protgs and
mentors receive from a mentoring
relationship.4. Explain the characteristics of successful
mentoring programs.5. Tell how job experiences can be used for
skill development.
6. Explain how to train managers to coach
employees.
7. Identify the reasons why companies shouldhelp employees manage their careers.
8. Discuss why and how the concept of a career
has changed.9. Explain the development tasks and activities
in the career development process.
22. Management Development (Continued)
23. Team Building Exercises
Explain why these are important
Explain Objectives
24. Management Games
Explain why these are important
Explain Objectives
25. Students
Conductingdifferent games and
exercises learned26. Evaluation of Training and Development, Criteria,
Problems,
Explain why evaluation is important.
Identify and choose outcomes to evaluate a
training program.
Discuss the process used to plan andimplement a good training evaluation.
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Discuss the strengths and weaknesses ofdifferent evaluation designs..
27. Steps involved in Evaluation
Choose the appropriate evaluation design
based on the characteristics of the companyand the importance and purpose of thetraining.
Conduct a cost-benefit analysis for a training
program
Assignment 4
28. TEST 2 open
Book test
29. Emerging Issues in Training and Development in
India.1. Discuss the potential legal issues that relate
to training.
2. Develop a program for effectively managingdiversity.
3. Design a program for preparing employees
for cross-cultural assignments.
4. Identify the future trends that are likely toinfluence training departments and trainers.
5. Discuss how these future trends may impact
training delivery and administration as wellas the strategic role of the training
department.
6. Discuss the implications of a skill-based pay
plan for training.
30. Discussing Livecase developed in
class
31. Discussing Live
case developed in
class
32. Test - Full syllabus
Suggested Readings:
Armstrong M.A., Handbook of Human Resource Management Practice KoganPage, London
Dayal, I Manpoer Training in Organisations, Prentice Hall of India, New Delhi
Craig, Robert Training and Development Handbook, McGraw Hill, New York
Tapomony Deb, Training and Development, ASE, India
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Assignments
1. Find training programs conducted in different sectors (at least 3 sectors per
student) like in banking sector following training is given - sales training,team building, customer relationship management, self directed training etc.
2. List few Training and development centers operating in India and Abroad.
Mention what kind of training they provide, including all details of feestructure and duration of training.
3. Develop a Live case study on any of Training and development
topics/issues.
(20 marks)4. Design a 1 day training program in paper for BBA students in order to train
them for Group discussions and Personal Interviews. Elaborate each and
every step and try and include details like forms, Audio video aids used,
Activities to be conducted and purpose of each activity. Also evaluate thetraining program on basis of costs and benefits. (20 marks)
Activities
All the team building games, management development games, various training activities
would be taken from time to time as and when topic is taken up in class
Presentations
Assignment 4 is to be presented.
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QUIZ 1- Chapter 1: Introduction to Employee Training and Development
1. Human Resource Management refers to the policies, practices, and systems that
influence employees' behavior, attitudes, and performance.
A. TrueB. False
2. In the US economy, the demand for specific skills is being replaced by a need forcognitive skills mathematical, verbal reasoning, and interpersonal skills.
A. True
B. False
3. A changing environment means that only top-level managers must embrace a philosophy
of learning.
A. True
B. False
4. Most job openings between 1998-2008 will occur in executive and administrativepositions.
A. True
B. False
5. By 2005 the median age of the workforce will be:
A. 20
B. 34C. 40
D. 45
6. A global collection of computer networks that allows users to exchange information and
data is called:
e-commerceThe Internet
Six Sigma
The Web
7. US employers spend ___________% of their payroll budget on training.
A. 15
B. 9-10C. 5
D. 1-2
8. Training employees in a variety of skills is known as:
A. virtual teams
B. contingent work force
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C. distributed work
D. cross training
9. The amount of work being done outside the traditional office or factory is known as:
A. contingent work force
B. distributed workC. work teams
D. flextime
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Case 1 - Safe and Sound
"The big work behind business judgment is in finding and acknowledging the facts andcircumstances concerning technology, the market, and the like in their continuously
changing forms. The rapidity of modern technological change makes the search for facts a
permanently necessary feature."Intellectual capital is fast becoming the asset base of companies and their strategies for
growth. In the current global economy when companies are faced with rapid changes, the
ability to continuously seek, adapt and apply new skills would be the order of the day. Insuch a dynamic situation, where the skills and knowledge of people and organisations are
becoming redundant and useless, success in business and its growth would require special
emphasis on learning, education and training that is both flexible and relevant in the current
scenario.The demand for an effective training system for insurance intermediaries emerges not only
from the insurer, or the regulator or the intermediaries but also from the consumer. These
demands will go a long way to making insurance training and education establishments
more accountable and strategic.Intermediaries are seen as the key differentiator of an insurance business, and hence their
selection, training, development and support mechanism must be continuously monitoredand updated.
They are expected to identify customer needs for insurance, help them make the
appropriate choice of product/s, enable the customer to meet the deadlines for renewal ofpayments, and resolve queries and facilitate settlement of benefits in the minimum time
frame possible.
The insurance business is dynamic and changes are rapid, hence intermediaries, being
knowledge workers, require a special learning discipline in order to continue with upgradedknowledge and skills.
Observations of the functioning of intermediaries in the present day insurance industry
show that there is a major gap between what is expected of them and what they actuallydeliver.
These may be attributed to several factors such as:
Insurance products (life) are viewed more as investment and tax-saving products
Insurance solutions are bought and sold on the basis of relationship and referrals
Low productivity expectations from the intermediary
Non-availability of any prescribed/recognised pre-recruitment or post-recruitment trainingfor intermediaries
Low awareness level of insurance requiring customer education
Therefore, for an effective training approach, knowledge of these together with global
factors like changes in communication technologies, peoples expectations and
apprehensions and the current scenario of the privatised insurance sector become anecessity. The present education system for intermediaries should become more
accountable to deliver competencies in a more personalised manner and within a short span
of time. It shouldnt only demand traditional intellect and applications, but also stress
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creative and inventive thinking, knowledge of information & communication technologies
and self-motivation competencies that traditional classroom training fails to achieve.
There is, however, a dearth of professional institutions in India offering practical trainingfor the insurance industry. The Insurance Regulatory & Development Authority has
undertaken some training initiative by prescribing 100 hours of pre-recruitment practical
training for every intermediary, to be followed up by a mandatory qualification testconducted by the Indian Institute of Insurance or by the National Stock Exchange. For an
example of effective vocational training, we can look at the UKs use of National
Vocational Qualifications. The central feature of NVQs is the National OccupationalStandards on which they are based. NOS are statements of performance standards that
describe what competent people in a particular occupation are expected to be able to
perform.
They cover all the main aspects of an occupation, including current best practice, ability toadapt to future requirements and the knowledge and understanding that underpin competent
performance. Standard-setting bodies, mainly employer-led National Training
Organisations, develop the standards. Since the insurance business is dynamic and changes
are rapid, it is essential for insurance intermediaries as knowledge workers to be familiarwith the special learning skills required to be successful. Hence there is an absolute
necessity for co-operation and collaboration between private and government agencies inIndia to supply the special learning preferred by the insurer and the government regulator.
In such a scenario, competencies, training and assessment methods are standardised. Lists
of programmes with accredited institutes are published for public information. Institutes areidentified through a selection and accreditation process, and then certified to provide
different qualifications and certificates.
The main purpose of the vocational training system is to supply the insurance industry with
the necessary manpower. It provides motivation to students to learn and also equips themwith a practical and applied understanding of the industry.
It also pays more attention to the skills and knowledge students need for an effective
transition from school to the working environment. The workplace of the future willrequire new and different skills from all workers not just job-specific skills, but also
transferable, generic skills that will help them to acquire further education and training
throughout their careers.In a world of rapidly changing business situation, the ability to respond positively to the
challenges and opportunities are combined responsibilities of the stakeholders of that
industry. In this context of accelerated change and dynamic business in the insurance
industry, training effectiveness for the intermediaries can be provided with excellencethrough the combined effort of the training outfits, which include both the insurers training
department and the institutes, the insurer and the regulator.
It is to this end that educators are working to develop cost-effective and reliable
methods to provide learning, motivate students and achieve results. In this way
there would be further improvement in training effectiveness for intermediaries,
thus adding value to their profession and achievements.
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Case Study 2
1. Is Rajat in needs of Remedial Training?
Rajat Sharma has been employed for six months in the accounts section of a large
manufacturing company in Faridabad. You have been his supervisor for the past three
months. Recently you have been asked by the management to find out the contributions of
each employee in the Accounts Section and monitor carefully whether they are meeting thestandards set by you. A few days back you have completed your formal investigation and
with the exception of Rajat, all seem to be meeting the targets set by you. Along with
numerous errors, Rajats work is characterized by low performance often he does 20percent less than the other clerks in the department. As you look into Rajats performance
review sheets again, you begin to wonder whether some sort of remedial training is needed
for people like him.
Questions
o As Rajats supervisor can you find out whether the poor performance isdue to poor training or to some other cause?
o If you find Rajat has been inadequately trained, how do you go about
introducing a remedial training programme?
o If he has been with the company six months, what kind of remedial
programme would be best?
o Should you supervise him more closely? Can you do this without
making it obvious to him and his co-workers?
o Should you discuss the situation with Rajat?
4. SALES TRAINING AT ABC COMPANY
Few years ago, ABC Company developed a training strategy for training its global sales
force. An important feature of the strategy was to create a master training plan for eachyear. The organizations strategic plans, objectives, and functional tactics would drive this
plan. Once an initial procedure was designed it was then evaluated and critiqued by the top
management, different units, and training council. The input from these stakeholders would
be summarized and transferred into a master training plan.
The major question that was asked by the designers of training program was, what results
do we want from salespeople after the training program is over? The answer to thisquestion becomes the objective of the training program.
Then training content was designed, videos were made. The videos took 3 to 6 months toproduce. Video contains live production plants, clients offices, partner offices, suppliers,
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manufacturers locations, and other locations.
Videos were used to train sales people in various areas, such as:
Market information i.e. about customer profile, market updates, and computerintegrated manufacturing applications, etc
Sales Process i.e. how to deal in the situation of conflicts with customer, coachingon undesirable behavior, supplement skills developed during live courses
Product information, such as, product usage, applications, system description,
product description, comparison with competitors products, etc
Policies and procedures, i.e. about sales contests, incentive plans on achieving
targets, annual bonuses, winners receiving the best salesperson award to motivate
the sales force
Around thousands of sales persons were getting a specific video training. The sales
people were getting training material along with the video. Sales representatives thenwatch video, follow the directions, and refer to the material if faces any problem. When
salespeople feel they have mastered the material, they would take an exam and call atoll-free number to transmit responses to exam.
Salespeople who successfully passed an exam were factored into performance andmerit reviews as well as promotional opportunities. Those who couldnt pass the exam
were asked to go through the material and video again before retaking the exam. If the
salesperson failed an exam again, the reporting manager was notified.
This case gives rise to few important questions. These questions are
In todays technological world, is video still the best way to deliver the
training?
Is video the most effective way to achieve training objectives
What role did cost of development, cost of delivery, and other constraints play
in selection of video delivery system?
Case study 3
Why Employees Resist Change and 6 Things a Manager can do About It
Its Monday morning -- time to diet again. The weekend eating-fest was better than ever.
But its time to buckle down and give up everything you love to eat because the doctor saidyou should lose weight and watch your cholesterol. So Why cheat? Why make excuses
about not exercising or deviating from the plan, when you know youre only hurting
yourself? What would make someone who is so achievement-oriented in other arenas, set a
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goal and continually disappoint themselves in this process, losing hope about ever being
able to change? The short answer? Simply, it is really difficult to change. Changing
ingrained habits and behaviors can be like giving up your identity or your best friend.Sometimes, the more you want it, the more resistant you become, succumbing to an
internal battle that feels like good vs. evil, right vs. wrong, one part of me vs. the other part
of me.The diet mentality is a perfect example of how you know what you need to or should do (in
this case, whats healthy for you), and yet you resist. Even if you go along with the change
for a while, you end up spending more and more of your time thinking about creative waysto break out. Then you justify your resistant behaviors. Fritz Perls, co-author of Gestalt
Therapy; Excitement and Growth in the Human Personality, referred to the dichotomy
between the two parts of ones personality as the topdog/underdog conflict. The topdog, a
demander of perfection, claims to always know whats right and good for you, oftenechoed in the words, You shouldor, You better Coming across as a self-righteous
and judgmental bully, the topdogs main objective is to
get you to change, even if its out of fear. The underdog, whose job is to protect feelings
from getting trampled on, reacts to this bullying and holier-thanthou manner bysabotaging the change effort. Anxious over not measuring up to such high standards, the
underdog assumes a victim mentality and creates reasons and excuses for failure andinaction. The underdog perceives every demand to change as a personal attack of one form
or another:
- Slap in the face (Youre not good enough!)- Power play (You must listen to me because Im the boss!)
- Threat (If you dont change, youre going to be in big trouble)
- Potential loss of identity (I want you to conform and do it just like everyone else!)
Intimidated by the aggressiveness of its counterpart, the underdog finds other means tofight back. It learns how to use every weapon in its arsenal to wiggle out of doing what it
doesnt want to do or doesnt feel competent at doing. Some of the underdogs strategies
include: denying theres a problem, generating brilliant excuses, sidetracking conversationsand well laid-out plans, setting up smokescreens and mirrors, detecting loopholes, and
gathering allies to defend its cause.
What happens when there is a live topdog -- someone who has position power or authorityover you, like a parent or a boss? Consider the following conversation between a manager,
Diane, and her employee, Rick, about a tardiness problem that is affecting Ricks job
performance. Ricks underdog knows that he should be on time but cant quite make the
commitment to do it. In parentheses are some of the defense mechanisms Rick uses to keephimself from having to take responsibility.
Diane: Rick, I need you to get to work by 9:00am sharp. The business requires it and its
critical for your career.Rick: I know but its really hard. I have so much going on at home in the mornings that its
impossible for me to get here on time. (excuses/exaggeration).
Diane: I know how hard mornings are for you. However, we need you here. Customersstart calling at 9:00am and I need you to staff the phones.
Rick: I was here on time, even early a few days last week. I just cant do it every day.
(rationalization)
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Diane: Youre never going to succeed if you keep on making excuses and coming in late.
JUST DO IT!
Rick: Dont think I dont want to; I try but I just cant! My job is very important to me but Icant seem to get my act together. I cant believe how dumb I feel not being able to manage
my life. I am so sorry that Im doing this to you! (self-pity/guilt)
Diane: Rick, people are complaining that they have to cover your workload as well as theirown. Morale is starting to suffer.
Rick: How come you never talk about what I do well? You always dwell on the negative.
My work is always accurate without errors. Why are we focusing on me being a fewminutes late? What about everything else? And everyone else? Im not the only one late to
work, you know (denial/sidetracking)
Ultimately, if Rick wants to keep his job, he will comply with the expected behavior. Yet,you get the sense that he never really buys in to the notion of coming on time. Pushed up
against a wall, he can and probably will show up at 9:00am. However, two weeks later,
when Diane is away on a business trip, you wonder if Rick will revert to his old behaviors.
Another typical scenario would be for Rick to say, I promise Ill be on time from now onand then not follow through, dodging Diane in the mornings. This passive-aggressive
behavior has the underdog smiling and saying, yes, yes, yes on top of the table whenunder the table they are kicking and screaming, no, no, no. The persons words sound
compliant but their actions, body language, and tone of voice, are defiant. It takes a lot of
skill, even for experienced managers, to confront passive-aggressive behavior because thebehaviors are subtle and occur as an undercurrent; you dont always realize whats
happening or that the damage has started to spread. Managers need to remember that if they
play topdog too heavily, they will automatically arouse in their employees an equally
strong and rebellious underdog, especially those with passive-aggressive tendencies. Themore criticized and vulnerable the underdog feels, the more rigidly it will put its stake in
the ground. As with any resistance, the rule of thumb is to get the person to air their
concerns openly so they can be addressed and talked through. If an employee recognizestheir ambivalence about change, and their personal topdog/underdog challenge, they are
closer to acknowledging fear and moving forward with courage.
Six Things a Manager Can Do About Employee Resistance
Here are 6 things a manager can do to encourage an employee to change, while averting a
stalemate with his or her underdog:
1) Lay out the desired behavior change in a calm, objective way.
Avoid sounding like a punishing parent or a preachy sermonizer. Simply discuss thebusiness need and the impact that the change will have on the persons development and
leave out the judgmental voice. If you get too critical or dogmatic, you set yourself up for a
negative reaction.
2) Acknowledge the employees ambivalence about making the change.
Let them know you recognize how hard it can be to make this change and you appreciate
the difficulty of this challenge. Volunteer any strategies you might have used in the past toovercome your own barriers or offer to brainstorm together how to defeat the obstacles.
After that, give them space to figure out how they will solve their problem and make the
necessary adjustments and set a timetable for following up.
3) Continue to hold the person accountable for their job performance.
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Despite any manipulations or sidetracks the person may throw your way, continue to hold
your ground that this is a vital aspect of their job performance and their work will need to
be up to standard. If you accept mediocre or inconsistent results, you will be lowering thebar for that employee, the department, and yourself.
4) Confront the person on their resistance when you see it or hear it.
If you observe the person acting out, dont sweep it under the rug. Privately call themover, let them know what you observed and give them an opportunity to share whats going
on. When people feel they can talk through their discomforts in a safe environment, they
are more likely to give up some of their armor and bring themselves to a less emotional,more rational way of viewing their situation.
5) Put the ball in their court.
Let the person know you care about them and their development, but that you cannot do
this for them. Clearly lay out the goal, offer support, coach them through the transition, butultimately, it will be up to them to do it or not. If they believe that this is all your agenda,
the focus will become about you. If they like you, they might do it; if not, they might resist
more. Take yourself and your personal agenda out of the middle and leave the decision and
the responsibility in the persons own hands.6) Celebrate success.Ken Blanchard, ofOne Minute Managerfame, says to catch people doing things right. Inthe beginning, even when people approximate the correct behavior, they should be
positively reinforced. If you see acceptable progress, dont give up on the employee and
youll teach them not to give up on themselves, either. The long-term answer lies inmaintaining the delicate balance between respectingyour employees resistance while still
expectingthem to make the change. The respect/expect juggling act allows you to support
the human face of change without compromising the rigorous business demands of the
organization.
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Overview of Training and Development
1. Training begins at an elementary level, often teaching basic literacy and
mathematics skills before offering instruction in specific job skills. The nature of
work is changing. We can no longer count on learning one job and keeping it untilretirement.
We must learn to think not only of a single chosen career over a lifetime, but of several
careers from which we master a cluster of skills that must be continually upgraded. Careers
of the future will require lifelong learning, which means that training will become evenmore vital in your working lives than it was for previous generations. Although training
programs are offered for employees at all levels, they are more prevalent for non-college
and non-managerial personnel. Also, formal training programs are typically found only inlarger companies, those with more than 10,000 employees. Training centers are maintained
by IBM, Xerox, General Electric and Avis Rent A Car.
Typical Reasons for Employee Training and DevelopmentTraining and development can be initiated for a variety of reasons for an employee or
group of employees, e.g.:
When a performance appraisal indicates performance improvement is needed To "benchmark" the status of improvement so far in a performance improvement
effort
As part of an overall professional development program
As part of succession planning to help an employee be eligible for a planned change
in role in the organization
To "pilot", or test, the operation of a new performance management system
To train about a specific topic
Benefits from Employee Training and Development
There are numerous sources of online information about training and development. Several
of these sites (they're listed later on in this library) suggest reasons for supervisors toconduct training among employees. These reasons include:
Increased job satisfaction and morale among employees
Increased employee motivation
Increased efficiencies in processes, resulting in financial gain
Increased capacity to adopt new technologies and methods
Increased innovation in strategies and products Reduced employee turnover
Enhanced company image, e.g., conducting ethics training (not a good reason forethics training!)
Risk management, e.g., training about sexual harassment, diversity training
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Cooperative Education Programs
Cooperative education programs: business-sponsored training programs in which college
students alternate periods of full-time college instruction with full-time employment. Alsocalled as work-study programs. Cooperating companies in these earn-while-you-learn
programs hire students to work a portion of each year in their field of study, thus givingstudents money for college expenses as well as valuable job experience. After graduation,
many students are offered permanent jobs with the company they worked for duringcollege.
Training for Disabled Employees
In an attempt to dispel stereotypes and to make all employees sensitive to the problems of
being disabled, training is provided not only for the disabled employees but for the otheremployees who will be working with them.
Training and Fair Employment Practices
Training programs must meet equal employment opportunity guidelines and must beclearly related to job performance before their results can be applied to career decisions.
Objectives of Training Programs
The first step in establishing a formal training program is the precise formulation of
objectives. These objectives must be stated in terms of specific behavioral criteria, the acts
or operations employees must perform on the job and the way they should perform them tomaximize job efficiency. What knowledge, skills and abilities are critical to learning to
perform the job successfully?
Needs Assessment
Needs assessment: an analysis of corporate and individual goalsundertaken before designing a training program to achieve them.
The goals of the training programs should be derived from the needs of theorganization and the employees. There are situations in which the need for a
training program is obvious. For example, a company that automates a
manufacturing process, eliminating a number of jobs, may choose to retrainits employees for other work.
A high accident rate in one department may call for additional safetytraining. Frequent complaints from dissatisfied customers may lead to
employee training in human relations skills.
In the absence of a clear indication that training is needed, it is themanagements responsibility to analyze its operations periodically to
determine if any aspect could benefit from additional training.
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Organizational Analysis
A general organizational analysis can suggest broad training needs thatcan then be translated into specific needs of employees or groups of
employees. The next step is a task analysisto identify the specific tasks performed on
a job and the knowledge, skills and abilities needed for those tasks.
An employee analysis is undertaken to determine which workers needretraining and what kind of training is necessary. These evaluations can beaccomplished by job analysis methods, critical incidents, performance
appraisal techniques, or self-assessments.
Job analysis is the most frequently used technique for determining trainingneeds and objectives.It yields a detailed list of the characteristics needed
to perform a job successfully and the sequence of operations required.
From a job analysis, the company can determine how new training
procedures can improve job performance. The critical-incidents technique which focuses on specific desirable or
undesirable job behaviors, provides information on how employees are
equiped to cope with significant workday events. An analysis of criticalincidents can alert the training director to areas in which additional training
or instruction is needed.
Performance appraisals are an obvious source of information on trainingneeds. They can document employee weaknesses and lead torecommendations for retraining to correct specific deficiencies.
Self-assessment is based on the assumption that the person who isperforming a job well is a good source of information about the skills
needed to do that job and the areas in which training may be desirable.The Training Staff
The most important factor in teaching anything at any level seems to becompetence or expertise in the subject matter. Although competence is
necessary, the instructor must also have the ability to teach, to impart
information in a clear and compelling manner. The same principle holds fororganizational training.
Too often, corporate training is conducted by people who have vastexperience in the task or skills to be taught but no instruction in how tocommunicate that skill effectively to others.
The solution is to use professional instructors, persons trained in teachingmethods and in job skills. Some large organizations maintain full-timeteaching staff equipped to teach a number of subjects or job skills.
The Pre-training Environment
The pre-training environment established by an organization includes thosedecisions and cues, communicated directly or indirectly to employees by
supervisors and peers, that indicate the value management places on
training programs.
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These factors may include organizational policies, supervisor attitudestoward training, resources available for training, and employee participationin needs assessments. These cues influence the effectiveness of training
programs because they tell employees how supportive the company is of
training efforts.
The more training opportunities a company offers, the more likely itsemployees are to believe that training as an important and relevant activity
for their careers.
Trainees are also more likely to regard training as worthwhile and to bemore motivated to achieve in training programs when they know their
supervisors support training, know their post-training skills will be assessed,
and are given a realistic picture of what the training involves.
When these conditions are not met, a training program is likely to berendered ineffective before it even begins.
Pre-taining Attributes of Trainees - A number of psychologicalcharacteristics or attributes of trainees can influence both their desire to
learn from a training program and the amount and kind of material they arecapable of learning from a training program. These attributes include:
individual differences in ability, pre-training expectations, motivation,
job involvement, locus of control, and self-efficacy.
Individual differences in ability - Individual differences in training ability
can be predicted through cognitive ability tests, biographical data, andperformance in an initial training experience, such as a work sample.
Trainability tests, such as work samples or mini-courses, are also valid
predictors of performance in a full course of training. Work samples, whenused as measures of trainability; offer a short period of formal job skill
instruction followed by a test of job performance in a training facility.
A meta-analysis of studies of the work sample approach found that they predict performance in full-scale training programs and subsequent
performance on the job in most situations (Robertson & Downs, 1989).
2. Pre-training Expectations
Employees expectations about the outcome of training can influence theprograms effectiveness.
Psychologists have also found that when a training program fails to live upto trainees expectations, they are less likely to complete the program.
Trainees whose expectations are not met but who do complete the programare likely to be dissatisfied on the job, to have a low sense of commitment
to the organization, and to have a high rate of job turnover.
Trainees whose pre-training expectations were met by the training programdeveloped greater organizational commitment, a higher sense of self-
efficacy, and enhanced motivation to succeed than those whose expectationswere not met.
3. Motivation
The motivation or desire to learn is vital to employees success in an training program.
Learning will not occur unless trainees truly want to learn, regardless of their ability.
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In every occupation we can find examples of people who have achieved success with less
than an optimal level of ability but with a great drive or motivation to succeed.
Research has shown that trainees with higher motivation learn more in training programsthan do trainees with lower motivation. Trainees who are highly motivated are more likely
to complete the program and to apply their training on the job.
Management can increase trainees motivation by involving them in decisions about thetraining program, allowing them to participate in the needs assessment process, and giving
them a choice of training courses. Other research has shown that previous negative events
or experiences can increase motivation to learn.
4. Job Involvement
Trainees who show greater job involvement whose self-identity is closely linked with
their work show higher motivation to learn than do trainees who are less involved. Long-
term career plans are also a factor.Employees with low job involvement have low potential for showing improvement in job
performance as a result of their training.
Pre-training programs to increase job and career involvement may be desirable for some
employees.5. Locus of ControlPeople identified as having an internal locus of control believe that job performance andsuch work-related rewards as pay and promotion are under their personal control
dependent on their own behaviors, abilities and efforts. People with an external locus ofcontrol believe that life events in and out of the workplace are beyond their control dependent on such outside forces as luck, chance or whether their boss likes them.
Employees who have an internal locus of control are likely to be highly motivated to
succeed in a training program because they believe that mastering the job skills is undertheir control and within their capabilities. They are more likely to accept feedback during
training and to take action to correct deficiencies. They show higher levels of job and
career involvement than do employees with an external locus of control.
6. Self-Efficacy
Self-efficacy is the belief in ones capacity to perform a task; that is, a sense of adequacy,
efficiency, and competence in coping with lifes demands. The relationship between self-efficacy and motivation to learn, and between self-efficacy and actual success in training
programs, has been amply demonstrated.
People high in self-efficacy have strong beliefs about their ability to succeed in trainingprograms and they outperform people who are low in self-efficacy.
Self-efficacy has been shown to increase a persons perception of the value of a trainingprogram. A review of the literature on self-efficacy and organizational behavior concludedthat an employees level of self-efficacy is positively related to job performance (Gist &
Mitchell, 1992). In turn, self-efficacy can be affected by training. Training-enhanced self-
efficacy can have long-term effects beyond the duration of the training program thatinfluence more than just the skills acquired during the program.
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It might have beneficial effects on socialization and adjustment to a new job during the first
year of employment and on such measures as ability to cope, job satisfaction and job
commitment.
Psychological Factors in Learning
Active Practice - For learning to be most effective, trainees must beactively involved in the learning process, not merely be passive recipients of
information. Hands-on practice of the skills required to perfrom the job isimportant.
Mental practice, the cognitive rehearsing of a task prior to performing it,
can have a positive and significant effect on the actual performance of the
task. But not as effective as active performance of the task.
Massed and Distributed Practice - Some tasks are learned more rapidly
when the training program schedules one or a few relatively long practice
sessions (massed practice).
Other tasks require a large number of relatively short practice sessions
(distributed practice).
In general, distributed practice results in better learning, particularly for motor skills. The
research evidence is less clear for the learning of verbal skills. Massed practice may be
more useful, but much depends on the nature and complexity of the task to be mastered or
the material to be learned.Short, simple material can be learned well by massed practice because the sessions do not
have to be too long for the trainees to absorb the content. More difficult material must be
divided into shorter units and learned by distributed practice.
Whole and Part Learning
The concept of whole and part learning refers to the relative size of the unit of material tobe learned. The training course content can be divided into small parts, each of which is
studied individually, or the material can be learned as a whole. The decision depends on the
nature and complexity of the material and the ability of the trainees. More intelligenttrainees are more capable of rapidly learning larger units of material than are less
intelligent trainees. However, when slower learners are offered the chance to learn the
same material in smaller units, they may be able to master it better than when forced toapprehend it as a whole.
Some skills are obviously better suited to the whole learning method. For example, when
learning to drive a car, it serves no useful purpose to divide driving behavior into
component skills and to practice separately the necessary movements. When a task requiresthe initial learning of several sub-skills, the part method is more efficient. Trainees can
practice these various sub-skills until a particular level of efficiency has been achievedbefore integrating the sub-skills into the total behavior or operation.
Transfer of Training
Organizational training often takes place in an artificial setting, a training facility that may
differ in several important ways from the actual job environment.
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This discrepancy between training and job situations must be bridged. The training
program must ensure that there will be a transfer of training a carryover of the skills
mastered during the training program to the job itself.
The issue is one of relevance: is the information provided during the training program
relevant and meaningful to actual job performance? Is there a correspondence between thebehaviors and attitudes taught in the training sessions and the behaviors and attitudes
needed to perform the job successfully? In many instances, the answer to these questions is
no. If there is close correspondence between training requirements and job
requirements, positive transfer will develop.
The material learned during training will aid or improve job performance. The greater the
similarity between the training and work situations, the greater will be the transfer. If there
is little similarity between training situations and work situations, negative transfer
will result.
In that case, the skills learned in the training program will hamper or interfere with job
performance. In negative transfer, these skills or behaviors must then be unlearned or
modified before employees can perform the job in questions. Several conditions in thepost-training environment can facilitate positive transfer. The most important is supervisor
support for and reinforcement of the behaviors and skills taught in the training program.Also influential are the opportunity to apply on the job the skills learned in the training
program and a follow-up discussion or assessment shortly after completing the training
program.Another important factor is the overall organizational culture or climate. The more
supportive it is of training, the greater the opportunities for transfer of training to the work
situation.
Feedback
People learn more readily when they are given a clear idea of how well they are doing.
Feedback (sometimes called knowledge of results) indicates to the trainees their level ofprogress. It is also important in maintaining motivation. If trainees were not provided withfeedback during a training program, they might persist in learning and practicing
inappropriate behaviors and incorrect techniques of job performance.
To be maximally effective, feedback must be offered as soon as possible after the
inappropriate behavior occurs. If a sequence of operations is being practiced incorrectly,
the desired change is more likely to be brought about if the trainees are told immediately.Overall training progress is greater when the program allows for frequent feedback.
The more specific and detailed the feedback, the more useful it will be.
Feedback also influences self-efficacy, which is positively related to learning.
Reinforcement
The greater the reward that follows a behavior, the more easily and rapidly that behavior
will be learned. The reward, or reinforcement, can take many forms.By establishing a program of reinforcement, management can maintain employee
motivation and effectively shape behavior by rewarding only those actions that the trainees
are supposed to learn and display. Reinforcement should be provided immediately after thedesired behavior has occurred. The longer the delay between behavior and reinforcement,
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the less effective the reinforcement will be because the trainee may fail to perceive the
connection between the correct behavior and the reward for having behaved in that way. In
the early stages of a training program, reinforcement should be given every time thedesired behavior is displayed. Once some learning has taken place, continuous
reinforcement is no longer necessary.
Then, a partial reinforcement schedule will be effective for example, one that rewards the
trainees every third or every tenth time they display the desired behavior.
7. Training Methods in the Workplace
Each technique offers advantages and disadvantages, depending on the goals of the training
program, the abilities of the trainees, and the nature of the material to be learned.
On-the-Job Training
On-the-job training:training that takes place directly on the job for which the personhas been hired. One of the most widely used training methods.Under guidance of an
experienced operator, supervisor or trained instructor, trainees learn while working. Theyoperate the machine or assembly process in the production facility and have the
opportunity to develop proficiency while they work.
Advantages: Management asserts that the primary one is economy because the
organization does not have to establish, equip, and maintain a separate training
facility. If workers and supervisors can serve as trainers, even the cost of a
professional instructor is saved. A more obvious advantage is positive transfer oftraining. In terms, of other psychological factors, active practice is provided from
the outset. Motivation to learn should be high because the training situation isclearly relevant to the job situation. Feedback is immediate and visible; goodperformance will elicit praise, and poor performance will show in a faulty part or
product.
Disadvantages: It can be expensive in the long run. Workers and supervisors musttake time from their regular jobs to train new employees. This can lead to an overall
reduction in productivity. Additional costs come with the slower productivity of the
trainees and any damage they cause to equipment or product because of their
inexperience.
On certain jobs, permitting untrained workers to operate machinery may be hazardous not
only to trainees but also to other employees. Accident rates for trainees on the job aretypically higher than for experienced workers.
Using current workers or supervisors as trainers does not ensure adequate training for newemployees. Just because a person performs a job competently or has been on the job for a
considerable time does not mean that person has the ability to teach the job to someone
else.
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Managerial training: On-the-job training is also important at the management level. Much
managerial and executive training and development occurs through informal and
unstructured on-the-job experiences, which contribute more significantly to thedevelopment of managerial ability than any formal classroom instruction.
Vestibule Training
Vestibule training: training that takes place in a simulated workspace.
Using the same kind of equipment and operating procedures as the actual work situation, a
vestibule training program relies on skilled instructors, rather than experienced workers and
supervisors, to teach new workers how to perform their jobs.
Advantages: Because its sole purpose is training, there is no pressure to
maintain a given level of productivity. Trainees do not have to be concernedabout making costly or embarrassing errors or about damaging production
equipment. They can concentrate on learning the skills necessary to besuccessful on the job.
Disadvantages: the greatest one is the cost. The organization must equip the
facility and maintain a teaching staff. This expense is particularly
burdensome when there are not enough new workers to make full use of thetraining facility.
If the training situation does not correspond closely to the work situation, negative transfer
of training will occur, and the trainees may need informal, on-the-job instruction once they
start to work.
This problem can be aggragated by the common business practice of using obsolete
equipment, retired from the production floor in the training facility.
Apprenticeship
Apprenticeship: a training method for skilled crafts involving classroom instruction
and on-the-job experience. Perhaps the earliest recorded training method still in use todayfor skilled crafts and trades in private-sector industries such as construction and
manufacturing. It involves extensive background preparation in the craft as well as actual
work experience under the guidance of experts.
Apprenticeships average 4-6 years. The standard procedure is for the trainees to agree towork for a company for a fixed period in return for a specified program of training and a
salary, usually half that earned by skilled and licensed craftspersons. Trainees must
complete the apprenticeship before they are allowed to join a union. Membership in a laborunion is necessary to securing employment. Thus, apprenticeship programs constitute a
joint effort by industry and organized labor to maintain an adequate supply of trained
workers. In recent years, apprenticeships in the public sector have grown in popularity. A
number of federal, state and local government agencies have adopted them for skilled,
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blue-collar jobs in civilian and military programs, such as building maintenance workers,
highway maintenance workers, prison correctional officers and firefighters.
Programmed Instruction
Programmed instruction: a teaching method in which the material to be learned ispresented in small, sequential steps. Involves several techniques, ranging from printed
paper-and-pencil booklets to interactive videotapes, to complex computer software. Alltechniques depend on self-instruction the trainees proceed at their own pace. Detailed
programmed information is presented in sequence to the trainees who are required to make
frequent and precise responses. The material begins at a low level and gradually becomesmore complex. The increments of increasing difficulty are designed to be small so that
slower learners can progress with relative ease. Faster learners are allowed to proceed more
rapidly. The rate of learning is determined by the trainees motivation and cognitive ability.
2 approaches to presenting programmed material are: linear and branching.
In the linear program, all trainees follow the same program in the same sequence.The learning steps are so small and simple that errors are rare, thus permitting
trainees to receive frequent positive feedback.
The branching program takes account of individual differences in ability.
Trainees may skip intervening questions and advance to a more difficult section ofmaterial if they show that they are learning the material well. If they make mistakes
and show that they are not learning well, they are directed for remedial assistance to
a new set of questions on the same or earlier material.
Advantages : programmed instruction provides active participation, immediate andcontinuous feedback, and positive reinforcement, and takes account of individual
differences. It also eliminates the need for an instructor.
In booklet form, the method can be used by trainees wherever they choose; a
training facility and expensive equipment are not required. The course content isstandardized for all trainees, and a complete record of the traineesprogress is
maintained.
Disadvantages: the kind of material that can be taught by programmed instruction is
limited. The method is appropriate for teaching only certain items of knowledge,particularly those that require rote memorization, but it is less effective for teaching
complex job skills. Because instructional material can be costly to develop, it is
usually restricted to training programs that involve very large numbers of traineeswho are required to learn a job within a short time. Initial acceptance of
programmed instruction is usually high, but enthusiasm often fades as trainees
precede robot like through the lengthy series of small steps. Research on learning
effectiveness suggests that programmed instruction provides for faster learning ofcertain types of material, but it does not appear to improve the quality of learning.
Computer-Assisted Instruction
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Computer-assisted instruction (CAI): a computer-based method in which traineeslearn material at their own pace and receive immediate feedback on their progress.
Widely used in private and public-sector organizations.In CAI, the program of instructionwhich is stored on computer disks, serves as the teacher. Trainees interact with the material
on personal computer terminals. Trainees responses are recorded and analyzed
automatically, and the difficulty of each item presented is based on the correctness of theresponse to the previous item. One of the most widespread uses of computer-based training
is to teach computer literacy skills. Another use of CAI is the software used by airlines for
training flight crews.
Advantages: Trainees are actively involved in the learning process and workthrough the material at their own pace. They receive immediate feedback on their
progress and reinforcement for displaying mastery of a skill.
Another advantage of CAI is that it offers considerably more individualized instruction
then does programmed instruction. It is not unlike being tutored privately by an excellentteacher who has a comprehensive knowledge of the subject and never becomes impatient
with the student. The computer responds instantly to the progress of each trainee withoutshowing annoyance, prejudice or error.
CAI also has record-keeping functions and maintains a current performance analysis oneach trainee. CAI can be used with a small number of trainees so that the company does not
have to make them wait until there is a sufficient number to fill a classroom and schedule a
course. It can aslo be provided to a large number of trainees simultaneously in differentlocations. Studies have shown that CAI can decrease training time by as much as 50%
while providing levels of retention and transfer of training equivalent to traditional
classroom instruction.
Behavior Modification
Behavior modification: a training program of positive reinforcement to rewardemployees for displaying desirable job behaviors. Behavior modification
techniques are also effective in dealing with stress.
Performance audit: an analysis undertaken prior to implementing a behavior
modification training program to determine the problems or employee
behaviors that can be modified for more efficient job performance.
Punishments of reprimands are not used.Often, praise and recognition are found tobe sufficient reinforces for improving job performance and for bringing about the
desired behaviors. It is important to reinforce desired behaviors as soon as they
occur and gradually shift from constant to intermittent reinforcement.
Sometimes, employees are required to keep a detailed record of theiraccomplishments so that they can compare their performance with the company
standards and have daily feedback on their progress.
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Job Rotation
Job rotation:a management training technique that assigns trainees to various jobs
and departments over a period of a few years. It is a popular management training
technique. It exposes trainees to different jobs and departments to acquaint them with all
facets of their organization. It is frequently used with new college graduates who are just beginning their working careers. Trainees gain perspective on various aspects of
organizational life. They have the opportunity to see and be seen by higher management in
different departments, and to learn through direct experience where they might best apply
their knowledge, abilities and interests. The rotation phase of a management career maylast several years, taking employees from one department to another, one plant or office to
others in the country and perhaps to offices in other countries as well.
Such changes can promote the development of flexibility, adaptability and self-efficacy as
employees learn to deal successfully with new challenges. Job rotation programs are alsoused for skilled and semiskilled jobs. They allow workers to increase their skill levels in
diverse occupations, and they serve to alleviate the boredom that can result from years ofperforming the same tasks.
Overall, the majority of employees and executives are highly pleased with this technique.Especially younger ones and better qualified ones.
Disadvantages: frequent moves can disrupt family life and interrupt a spouses
career. If the rotation period is too brief, there may not be sufficient time to become
fully acquainted with a particular job. If top management is more interested inmanagement trainees as temporary office help, instead of the rising group of
managers in need of mentors, the trainees will not have the opportunity to acquire
the necessary skills to transfer to upper-management postitions.
Case Studies
Case studies: a method of executive training in which trainees analyze a business
problem and offer solutions.
The method was developed by the Harvard University School of Business and is popular inexecutive training programs. A complex problem is presented to the trainees prior to the
meeting and they are expected to familiarize themselves with the information and to find
additional relevant material. When they meet as a group, each member must be prepared tointerpret the problem and offer a solution.
Through the presentation of diverse viewpoints, the trainees come to appreciate different
perspectives on a problem and, consequently, different approaches to solving it. Usually,
the cases have no one correct solution. The group leader does not suggest an answer. Thegroup as a whole must reach a consensus and resolve the problem.
Disadvantages: it is not related to job requirements. There may be a discrepancy
between the theoretical solution to the case problem and the solution that is
practical for the organization.
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Therefore, actions taken on the basis of the case study solution proposed in the training
program may not transfer positively to actions than can be taken on the job.
Business Games
Business games: a training method that simulates a complex organizational situationto encourage the development of problem-solving and decision-making skills.
More than half of the largest US corporations use business games for management training.Trainees compete in teams, each team representing a separate, hypothetical business
organization. The team companies are given detailed information about the operation of
their organization, including data on finances, sales, advertising, production, personnel and
inventories. Each group must organize itself and assign various tasks and responsibilities toeach member.
As the teams deal with corporate problems, their decisions are evaluated by an instructor.
They may be required to consider additional problems based on the outcomes of theirinitial decisions. Because business problems presented to the trainees are so realistic, manytrainees form an emotional commitment to their company. They gain experience in making
decisions on real-life problems under the twin pressures of time and the actions taken by
rival organizations. For new employees, business games may provide their first exposure tothe actual job tasks and stresses managers face.This type of realistic job preview persuades
some trainees they would be happier in another line of work.
In-Basket Training
Each trainee is given a stack of letters, memos, customer complaints, and requests fromsubordinates and other items that present various problems faced by managers on the job.
The trainees must take action on each item within a specified period. After completing the
tasks, the trainees meet with a trainer to discuss their decisions and receive feedback on theoutcomes.
Role Playing
Management trainees pretend to act out a particular role, displaying whatever behaviorsthey believe are appropriate in a given situation. E.g. they may be asked to imagine
themselves to be a supervisor who must discuss a poor performance appraisal with a
subordinate. They act out these situations in front of a group of trainees and instructors,who offer comments on their performance. Sessions can be videotaped for later analysis.
Many people feel foolish or awkward at first about pretending or acting in front of a group,
but once they begin, most people develop sensitivity for the role and try to project their
feelings and beliefs onto it. Role playing can be a valuable learning device. It enablestrainees to become sensitive to their subordinates views and to the roles the trainees will
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be expected to play as managers. It provides practical experience as well as feedback from
other trainees and instructors. Trainees have the opportunity to practice job-related
behaviors in a situation in which mistakes or inappropriate behaviors will not jeopardizeinterpersonal relations on the job.
Behavior Modeling
Behavior modeling: It involves having trainees attempt to imitate or model their
behavior on examples of exceptional job performance. It is one of the most popular
techniques for teaching interpersonal and leadership skills. It is usually conducted with
groups of 6-12 supervisors or lower-level managers. Sessions may last 2-4 hours a weekfor up to 4 weeks. In the intervals between training sessions, the trainees are on the job,
applying what they have learned, which provides them with feedback form their
subordinates. The usual procedure is for a trainer, using a prepared script, to provide ageneral introduction to the nature of the training. Then the trainees watch a videotape of a
manager who is acting out appropriate procedures and behaviors for handling a particularjob situation with a subordinate.
The trainees engage in behavior rehearsal, practicing the behaviors they saw the model perform. Trainees are not asked to play a role; instead, they are imitating the actual
behaviors they will use on the job, the behaviors the model has displayed. The trainer and
the other trainees provide feedback by telling each trainee how closely s/he imitated themodels behavior and where the behavior diverged.
This social reinforcement helps trainees gain confidence in their ability to display the
appropriate behavior.
Advantages: The interpersonal and leadership behaviors learned by behavior
modelling will transfer to the job. Because the modeled situation between managerand subordinate are actual job situations, the behaviors should carry over to job
performance.
Thus, there is a high degree of relevance between behavior modeling as a training
technique and job requirements, a condition that increases trainees motivation to acceptand apply the training. A meta-analysis of more than 70 management training studies
shows that behavior modeling has been effective in raising employee morale, improving
communication with customers, increasing sales, decreasing absenteeism, enhancing
supervisory skills, improving production quantity and quality, and reducing employee
resistance to change (Burke & Day, 1986).
Diversity Training
The nature of the work force is changing to include more women and ethnic minority
workers. Economic forecasters expect white males to become a minority of the work force
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in the new century. To aid workers in coping with an increasingly diverse work force,
organizations are instituting diversity training programs to teach employees to confront
personal prejudices that could lead to discriminatory behaviors.
Through lectures, videos, role playing and confrontational exercises, employees are
learning, in a way, how it feels to be a female worker being sexually harassed by a male
boss, or a Hispanic worker receiving an unsatisfactory performance appraisal from a Blacksupervisor. Trainees are forced to deal with their own sexist and racial attitudes and to learnto be more sensitive to the concerns and viewpoints of others.
A survey of 785 human resources personnel found that the development of diversity
training programs and their perceived success depended on several factors: support from
management, mandatory attendance, and the size of the organization and the hiring of so-called diversity managers. Larger organizations with strong support from top executives, a
staff of diversity specialists, and required attendance for all employees were the most likely
to have successful diversity training programs.
Some evidence suggests that many programs foster negative reactions as well as charges
that the programs are offered only because it appears to be the politically correct thing todo.
8. Guidelines to Design Your Training Plan
Don't Worry About Whether Your Plan is Perfect or Not -- The Plan is Guide, Not
Law
Don't worry about whether you completely understand key terms in training or whether
your plan is "perfect" or not. The key is to get started. Start simple, but start. Do the best
that you can for now. There is no perfect plan. You're doing the plan according to your ownnature and needs.
Also, it's not important to stick to the plan for the sake of the plan. The plan will likely
change as you go along. That's fine, as long as you've notice that it's been changed and
why.
Remember that Training and Development is a Process
So often when we design a plan, the plan becomes the end rather than the means. The plan
is a general guide -- the real treasure found from implementing your plan is the learning
you achieve. Learning is an ongoing process. Look at learning as a process and you enjoythe long time during the journey rather than the short time at the destination.
Get Some Sense of These Basic Terms
You don't have to be expert at the following terms -- just get a general sense about them.
training goalLearning
objectives
learning methods /
activities
documentation /
evidence of learning
evaluation
overall results what you will be what you will do in evidence produced assessment
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or capabilities
you hope to
attain byimplementing
your training
plan, e.g.,1. passsupervisor
qualification
test
able to do as a
result of the
learning activitiesin this plan, e.g.,
1. exhibit required
skills in problemsolving anddecision making
2. exhibit required
skills in delegation
order to achieve the
learning objectives,
e.g.,1. complete a
course in basic
supervision2. address a major problem that
includes making
major decisions3. delegate to a
certain employee
for one month4. etc.
during your
learning activities
-- these are resultsthat someone can
see, hear, feel,
read, smell, e.g.,1. course grade2. your written
evaluation of your
problem solvingand decision
making approaches
3. etc.
and
judgment on
quality ofevidence in
order to
concludewhether youachieved the
learning
objectivesor not
Determining Your Overall Goals in Training
This section helps you identify what you want to be able to do as a result of implementing
your training plan, for example, qualify for a certain job, overcome a performance problem,
meet a goal in your career development plan, etc. Learners are often better off to work
towards at most two to four goals at a time.
a. Are there any time lines that you should consider in your plan?
Do you have to accomplish any certain areas of knowledge or skills by a certain
time? If so, this may influence your choice of learning objectives and learningactivities to achieve the objectives.
b. Are you pursuing training and development in order to address a performancegap?
A performance gap is usually indicated from the performance appraisal process.The performance appraisal document should already include careful description of
the areas of knowledge and skills that you must learn in order to improve your
performance.
c. Or, is your plan to address a growth gap?
If so, carefully identify what areas of knowledge and skills are needed to reach your
goals in your career. Consider referencing job descriptions, lists of competencies oreven networking with others already in the positions that you want to reach in the
near future.
d. Or, is your plan to address an opportunity gap?
If so, carefully identify what areas of knowledge and skills are needed to performthe job or role that soon might be available to you. Again, consider job descriptions,
lists of competencies or even interviewing someone already in the job or role that
may soon be available to you.
Get feedback from others
Ask for advice from friends, peers, your supervisors and others. They can be a real
treasure for real-world feedback about you! For example, you (and your supervisor,
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is applicable) could work together to conduct a SWOT (an acronym) analysis,
including identifying the yourstrengths, weaknesses, opportunities and any threats
to reaching the your desired goals.
e. Should you conduct a self-assessment?
For example, you (and your supervisor, is applicable) could work together to
conduct a SWOT (an acronym) analysis, including identifying the your strengths,weaknesses, opportunities and any threats to reaching the your desired goals.
f. Is a list of competencies, job descriptions or job analysis available to help you
identify your training and development goals?
A competencies list is a list of the abilities needed to carry out a certain role. The
list can be very useful to you when identifying your learning objectives in your
training and development plan
g. Begin thinking about how much money you will need to fund your plan.
You might need money, e.g., to pay trainers, obtain facilities and materials for
training methods, pay wages or salaries for employees during attendance to training
events, etc. Begin recording your expected expenses in the "Budget"
h. Identify your training goals.By now, you should have a strong sense of what your training goals are, after
having considered each of the above steps. It's important that goals be designed andworded to be "SMARTER" (an acronym), that is, specific, measurable, acceptable
to you, realistic to achieve, time-bound with a deadline, extending your capabilities
and rewarding to you.
Determining Your Learning Objectives and Activities
The purpose of this part of your planning is to design learning objectives that ultimatelyaccomplish your reaching your overall training and development goals. You will also
identify the learning activities (or methods) you'll need to conduct to achieve your learning
objectives and overall training goals.
a. Identify some preliminary learning objectives for each new area of knowledge
or skills that you need to learn.
Carefully consider each of your training goals. What specifically must be
accomplished (that is, what objectives must be reached) in order for you to reachthose goals? Which of these objectives require learning new areas of knowledge or
skills? These objectives are likely to become learning objectives in your training
plan. Similar to the nature of training goals, learning objectives should be designed
and worded to be "SMARTER"b. In what sequence should the learning objectives be attained?
Usually, learning builds on learning. It may be useful to learn certain areas ofknowledge and skills before learning new areas.
c. Carefully consider -- When you have achieved all of your learning objectives,
will you indeed have achieved all of your overall training goals?
d. What are the best learning activities (methods) for you to achieve your
learning objectives?
Do the methods match your particular learning style, e.g., reading, doing or
listening? Do the methods stretch your styles, too? Are the methods readily
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accessible to you? Do the methods take advantage of real-life learning
opportunities, e.g., use on-the-job training opportunities, real-life problems that
occur at work, use of projects and programs at work? Note that learning activitiesdo always match learning objectives on a one-for-one basis.
e. Do your learning activities include your ongoing reflections about your
learning?You (and your supervisor, if applicable) will benefit from regularly taking time to
stand back and inquire about what is going on in your training, what are you
learning and how, if anything should be changed, etc. Skills in reflection are criticalfor ongoing learning in your life and work.
f. What observable results, or evidence of learning, will you produce from your
learning activities that can be reviewed for verification of learning?
g. Who will verify that each of your learning objectives were reached?Ideally, your learning is evaluated by someone who has strong expertise in the areas
of knowledge and skills required to achieve your training goals.
h. Now that you know what activities that will be conducted, think again about
any costs that will be needed, e.g., for materials, facilities, etc.i. How will you handle any ongoing time and stress management issues whileimplementing your plan?
Professional development inherently includes the need for self-development, as
well
Developing Any Materials You May Need
The goal of this phase of your planning is to obtain or develop any resources you need to
conduct the activities you selected in the previous phase of the plan.
1. Consider if you need to obtain, or start:
Enrolling in courses, buying books, scheduling time with experts, getting a mentor,scheduling time with your supervisor, etc.
2. Now that you've thought more closely about learning methods and associated
materials, think again about any costs that will be needed, e.g., for materials,
facilities, etc.
3. Should any of your planned learning methods be pretested?Should you have anyone else use the methods and share their impressions about the
methods with you? Have you briefly reviewed the methods, e.g., documentation,
overheads, etc? Did you experience any difficulties understanding the methods?
Planning Implementation of Your Training Plan
The goal of this phase of your planning is to ensure there are no surprises during theimplementation phase of your training.
1. During your training, how will you be sure that you understand the new
information and materials?
Periodically conduct a short test, e.g., everyone once in a while, try recall the mainpoints of what you have just learned, test yourself, etc. If you are confused, tell
your trainer now.
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2. Will your learning be engaging and enjoyable?
3. Where will you get necessary administrative support and materials?
4. During implementation, if any changes should be made to your plan, how will
they be tracked? How will the plan be redesigned? How will it be
communicated and to the right people?
5. Are you sure that you'll receive the necessary ongoing feedback, coaching,mentoring, etc., during your training and development activities?
Planning Quality Control and Evaluation of Your Training Plan and Experiences
The goal of this phase of your planning is to ensure your plan will indeed meet yourtraining goals in a realistic and efficient fashion.
1. Who's in charge of implementing and tracking your overall plan?How will you know if the plan is on track or needs to be changed?
2. Consider having a local training expert review the plan.The expert can review, in particular, whether
- your training goals will provide the results desired by you (and your organization,
if applicable),- learning objectives are specific and aligned with your overall training goals,
- the best methods are selected for reaching your learning objectives, and
- your approach to evaluation is valid and practical.
3. Are approaches to evaluation included in all phases of your plan?For example, are your methods being pretested before being applied? Do you
understand the methods as they're being applied? Are regularly providing feedback
about how well you understand the materials? How will the you (and your
supervisor, if applicable) know if implementation of the plan achieves the traininggoals identified in the plan? Are there any plans for follow-up evaluation, including
assessing your results several months after you completed your plan?
Follow-Up After Completion of Your Plan
This is often the part of the plan that gets neglected. In our society, we're often so focusedon identifying the next problem to solve, that few of us have the ability to acknowledge
successful accomplishments and then celebrate. The design and of this plan has probably
been a very enlightening experience for you -- an experience that brought a perspective onlearning you can apply in a great many other arenas of your life. Congratulations!
1. Are follow-up evaluation methods being carried out?2. Did you (and your supervisor, if applicable) complete a successful experience
to develop and implement a training and development plan? Is this
accomplishment being fully recognized?
9. Evaluating Training and Development Programs
It is necessary that the outcomes or results of training programs be evaluated in systematic
and quantitative terms. One proposed model for assessing the success of a training programmeasures actual changes in cogniti