Archive for: December, 2009

Systematic Approach to Training (SAT): Who Does What? – Part I

SAT is basically a blueprint that walks us through the design of training solutions. The most common model used in designing a learning initiative is ADDIE:

Systematic Approach to Training (SAT)

Systematic Approach to Training (SAT)

But who does all this? Who should be involved at each step of the process?

Each organization will have a different way to approach SAT depending on the project, available staff, resources, and timelines.

Here is a suggested approach and guidance:

Analysis

In this phase you determine the need, the goal, and the gap in-between the two.  To this end, it is good for you to establish a project advisory board.

In this board it is a good idea to include someone at the highest appropriate level of management to champion the project and who will keep everyone accountable for the end result of the learning initiative.

You may also want to include feedback from prospective learners and Subject Matter Experts (SEM’s), so make sure their voice is represented in the board. Finally don’t forget the end-user, the recipient of whatever results the training may bring.

To make things run smoothly, we strongly suggest you appoint a project coordinator or Project Manager (PM) to oversee this stage.

Design

Here you will begin the work of developing a learning solution. For this phase you will need the help of an Instructional Designer (ID), and SMEs who will work together with the PM .

Here we have to answer another question: What is an Instructional Designer and what do they do?

We’ll cover that in Part II.

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Knowing The Job Doesn’t Equal Being Able To Teach It

The situation is all too common. An organization, in this case a call center, wants the senior associates to coach and train the less experienced employees. So the mandate comes from above that each one of the more experienced staff should plan to do a series of presentations for their units.

Is this a good idea? Let’s be brutally honest with ourselves for a minute. Not everyone is a good presenter. Even with training, there will be those who will stick to reading every word off each slide of a PowerPoint presentation. Others will be long-winded lecturers, and others will simply resent the fact that they are being forced to speak in front of a crowd.

It is true, seniority often means more experience and skill at doing one’s job, but the fact that one can do one’s job well does not immediately translate into being able to teach someone else the job. To force this task on senior staff may lead to conflict and frustration.

Before we send out global mandates like these, let’s remember some of the basic rules of employee engagement. If people are not properly outfitted with the tools for the job, they are likely to fail. If you plan to have your senior staff become the training and coaching body of your junior staff, make sure that you follow these steps

First we need to assess the capabilities of the individual. Perhaps the person is not a good public speaker now, but with training and support he might become one. Or perhaps public speaking is not this person’s strength. Instead this person may be a great coach.  See who is best suited for different staff development tasks. Some will be better presenters than others, some will be better coaches, etc.

Then support them by offering them training and resources to become better at their given task (coaching, delivering training, etc.). Finally, continue to assess their skill level and continue to support their growth and development as part of your staff development strategy.

If you need assistance developing a training strategy for your organization, feel free to get in touch with us. We’ll be happy to help you develop the best strategy for your situation. CLICK HERE to contact Consulting Services.

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Effective Meetings

Training sessions and meetings are some times dreaded for many reasons. We may feel they take up too much time, or that they get in the way of what would be otherwise considered “real work.”

There are many things we can do to change this mistaken impression about meetings and training sessions, and to make them more effective.

Leila Bulling-Towne, a well known executive coach, shares a short video with her take on the matter:

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Focus on Organizational Alignment: Part Two

From the observations of many managers we have learned that organizational alignment is linked to people’s perceptions. That is why communication is a key success factor in the implementation of any organizational strategy.

Things to watch for

Technology Executive Gary Clarke reminds us to keep thing simple, and cautions us about pre-existing biases:

“In the past I have framed the “big picture” as simply as possible. I then meet with each manager, and if need be, with each person to link the big picture to their activities. I always use a whiteboard to help create a visual map.

I make certain that each manager can articulate the big picture. You can expect that each person’s version of the big picture will vary to meet either their bias, or limitation in comprehension.”

To better understand some of these biases CEO Eugene Rembor adds:

“There are people who can’t see colors while many others can. There are people who have no night-vision and there are people who simply will never see the big picture. I guess you have to accept it as a fact of live – otherwise every single employee would be a director, VP or CEO because they could see and comprehend the big picture.”

Program Manager Robert Jakobson offers the following suggestion for dealing with individuals who may have trouble seeing the big picture:

“Keep in mind, not everyone needs or wants to see the big picture to contribute to it. In fact many, find that a big picture distracts them from focusing on the element of the picture they’ve defined as their contributing portion. For these people – insure they understand their area of focus, and that it does in fact connect. So even if they don’t “see” the big picture they see how they connect to it.”

Communicating the big picture effectively

Business Developent expert James Potter suggests:

“Learn to paint really well, explain, draw, talk, telephone, engage and explain it again.

Show them the big picture, get them to draw it for you, get them to understand every action has a reaction and the potential chain of events that unfolds.”

Finally, be sure to communicate the big picture to your staff in a positive and memorable way. Web Development firm Owner Eileen Bonfiglio used the following exercise:

“The most successful and memorable meeting I held on this topic was a breakfast meeting in where I brought donuts. I asked everyone to focus on the center and tell me what was lacking or missing, tons of responses. I then asked them to look at the whole donut and tell me what they saw. They got it and remember it to this day – keep your eye on the donut, not the hole.”

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