Leading by Training Others

    Leaders, by their position, are trainers. This important task is often overlooked by leaders particularly in larger organizations with training divisions. However, leaders are always responsible for their followers work and on-the-job behaviors, so they better be prepared to train them.  

Even when leaders are not training others, they are. Everything leaders do sets an example for others to follow. People begin to understand what behaviors result in recognition. Your behaviors demonstrate what behaviors are recognized. Photo by Nappy from pexels.com CC attribution.

    The purpose of training to create or change behaviors by influencing people work or behave in ways acceptable to the organization. One of the most basic training events is new employee orientation.  Orientation sets the stage for employees to conduct their activities in accordance with the organization’s documented procedures. In many organizations someone from human resources conducts new employee orientation. While this process serves to ensure all new people understand the company’s culture and expectations, only the leaders in each office, branch, or division can provide those employees with the expectations in their part of the organization. The best definitions of leadership include descriptions of influencing others, providing motivation, sharing a vision or improving the organization. Leaders who take time to train people do all these things.

    Frequently organizations introduce change by providing some sort of training program. The training describes the desired change. The goal is for employees to understand the new philosophy and provide the skills required to complete new processes. Frequently formal leaders are called upon to conduct the training but not always. How the trainer presents the material either improves acceptance and success or results in rejection of ideas by employees. Training presented passionately increases success and the trainer’s profile with senior leaders.

    Some organizations select high performing workers to receive training about changes then train the rest of the organization. Selection as an instructor gives line workers an appreciation for the vision of the organization’s top leaders. Using lower level employees as trainers has additional benefits. Those employees become in-house subject matter experts in the theory and process behind the change. They learn how to present ideas to influence others to change behaviors. They provide an opportunity for an organization to see how potential future leaders perform when given leadership tasks. The other employees view the trainers as leaders.

   Selecting peer trainers is an important task. Employees selected to become trainers take a few steps up the company ladder. This new position improves their view of the internal workings. Employees who learn to successfully influence others in a positive fashion demonstrate they are ready to become leaders. Their actions help implement the change senior leaders seek to implement. 

     Trainers learn more about the organizational culture. They help senior leaders determine if those employees’ knowledge, skills, and abilities align with future leadership position requirements. Smart employees seek ways to open doors like opportunities to teach and train to prepare for greater leadership roles. Employees may be unaware their desire to teach marks them as future leaders. Many managers overlook training ability when leadership positions become available. Do not overlook them.

     Not all organizations rely on in-house assets to provide training and implement change.  Many look outside and hire consultants. There are times consultants and outside trainers are necessary such as when fielding a new piece of equipment or implementing a new leadership program in a growing company without a training office. If you find it necessary to look outside for training, remember those consultants become leaders in your organization. Check their backgrounds before letting them have access to your vital human resources. Make sure they have a track record of doing what they say they do. It amazes me how many organizations hire outsiders to teach leadership. The consultant comes in for a short period of time, presents the material, then leaves and may never be heard from again. This type of training rarely is effective.

Anyone who teaches is a leader. The instructor may be an established organizational leader, an expert with no leadership title in the organization, or an outside consultant. Regardless, trainers influence others to change their behaviors so they are by default leaders. Photo by rawpixel.com from pxhere.com

    If you hire outsiders to teach your people a skill or ability, insist on periodic return visits to reinforce the lessons learned. This is important even if the training is for some sort of new technology or process. When the consultant periodically returns, it provides your people with the chance to improve their skills. If you hired the consultant because they are a real expert, you people receive more and change more with each exposure to that person.

     This principal also applies to trainings you select your people to attend outside the company. A school or consultant should offer some sort of follow up for their training. This enables your employees to reconnect when they run into some sort of problem. Several training models require students to attend training a few days each month and then return to their work place. They return to the school periodically to discuss how what they learned in earlier lessons worked out in the real world. The experts guide and mentor students to be more effective.

     Examples of such training programs include any of the apprentice programs in the building trades. Apprentices work for a master for months and years. The master teaches the apprentice a new skill then allows the student to practice. The master looks over the shoulder of the apprentice making corrections as necessary. As the apprentice improves, the master spends less time checking the work. When the student masters that task, the master teaches a new skill.

     The New England Association of Chiefs of Police offers a series of trainings for police leaders. In this model, students attend a week of training and learn several important leadership lessons. They return to their home agencies and apply what they learned over the course of a few weeks. Students check in with their teachers and each other to learn how to make corrections and improve their skills as they actually apply them to real world problems. The students return to the school after a few months to report successes and learn a new round of skills.  The periodic interaction with experts and application to real world problems allow those student leaders to become expert leaders much the same as the building trades apprentices.

Never stop learning. After three decades of leading others the author is seen here attending a year long training program for children advocacy center leaders. The lessons learned here will be transferred to others using the techniques and methods shared throughout this blog.

   Leaders influence organizational culture and behavior by training. Learning to train others provides junior employees opportunities to show their leaders they possess skills to influence others. They learn to communicate important ideas and concepts. By creating quality training programs, trainers help management introduce organizational changes. Standing in front of the crowd provides the trainer a spotlight to demonstrate their ability to their leaders and for leaders to influence others. As a leader you are a trainer in your organization. Change a life; change your organization; take time to train others and become a leader.

Note-Taking Guides in Training

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Taking notes during class is a tried and true method to improve information retention. Developing a note-taking guide or workbook is a great way to encourage your students to take notes during class. A good note-taking guide is more than the traditional presentation handout with three slides on each page and lines in the right column. A good note-taking guide requires active participation by students to record and receive all the information. It takes time to develop a good guide. It begins as you plan your lesson. Here are some tips and ideas to make a great note-taking guide for your students in leader training.

Using your slide deck is a great place to start. You can simply replace key text with underscores to create blank spaces for students to complete. If you select the two slide per page option, the slide is large enough for the student to write their answers. If you develop great slides, the kind with pictures and little text, using the fill-in-the-blank method will not work. A little creativity, however, allows you to incorporate pictures into your note-taking guide and still provide a space for the student to insert keywords for retention. The SMART Goals page is an example of using this idea. Using pictures in your workbooks reinforces the ideas from your slideshow. You need to creatively find ways so students will insert the keywords to help them remember the meaning of the picture.

There are times when text is necessary such as introducing laws, rules, definitions, or quotes. Replacing keywords from the text with blank spaces is a great way to ensure students record the key ideas from messages requiring lots of text. Often, students who do take notes in a traditional notebook try to copy every word of every slide. When they take notes this way, they miss the supporting information spoken by the instructor. The blank space replacement method permits enough writing to reinforce important messages from the slide, and also allows the student to listen to the explanatory message from the teacher. Providing some additional space allows the student to record connections they make from the information to their experiences.

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Copy the high points of your lesson outline into a separate word processing document. Using this method provides the same information as slides, but allow you to reduce the information in the workbook. It also is a great way to provide a note-taking guide if your slides do have lots of pictures instead of text. Go back and delete important points and replace them with the blank line. The blank lines send a message to students that the missing information is important. Having the high points puts students on notices about the general direction of the training. They know when important information is coming and are understand what the main ideas are versus the supporting ideas. Another method is to provide the category of information and then place an empty numbered list below the heading.

Training classes should have learning activities sprinkled throughout allowing students to practice what they learned. Use individual, collective, and small group activities during leaders training. The note-taking guide is the perfect place to insert worksheets, instructions for exercises, or a place to record reflections of the learning activity. Frequently individual worksheets become separated from students notes. When they return to the notes later in their lives, they lose the benefit of the lessons learned during the classroom exercises using worksheets. If those learning steps are part of the class workbook, they are available to students days or years later when they reflect on finer points of the training that they want to remember at that later time.

As you prepare the note-taking guide, you will find it tempting to include everything from every slide in your presentation. Do not do it. I took a two-day class some time back. The students were provided with copies of the slides later. There were over 300. I have a two day class on professional decision making I teach. There are less than 80 slides. The note-taking guide allows students to note the most important learning points from your lesson. No one is going to easily find the information they are looking for by reviewing 300 slides. When I attend a training, I try to limit my class notes to one or two typed pages per hour of class time. With that number in mind, you should aim to only have one or two workbook pages for students for every hour of class. This number does not include any worksheet activities. If the class I took with 300 slides had information from each slide in the note-taking guide, the document would probably be 150 pages. Notes should be a summary of what is learned in class. A 150-page notebook is not a summary.

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Flow charts showing processes and decision points are great for inclusion in note-taking guides. The page includes all of the steps and decision points but excludes text. Include text for the most critical points so students have that information after class. Leaving most of the steps empty however requires the students to pay attention and fill in the blanks. When they leave class, they have a model of the whole process. The remember more of the process because they wrote it down in the note-taking guide. They can return to it anytime and review the process improving the quality of their work without supervision in the future. Their behaviors conform to the organization’s expectations which is the point of conducting training.

Developing a note-taking guide for leaders training is a way instructors encourage students to take notes during class. A well designed note-taking guide serves as a workbook by including adequate space for structure and unstructured note-taking, forecasts what points will be made during the training, includes worksheets for use during learning activities, provides pictures with meaning, process charts for student completion, and improves lesson retention. Students structured notes to refer to in the future to share their learning with others, and to refresh their learning. An ideal note-taking workbook is one or two pages for every hour of training exclusive of any learning activity worksheets. The guide is not a copy of the slide deck used in the presentation, rather it complements the slide deck. A well designed note-taking guide improves learning but takes time to develop. Development begins as you work on your lesson plans. Your students will leave class thinking you are the profession expert you professed to be when you provide a quality note-taking guide.


Image Credits

Person Taking Notes:  PXHere.com-no attribution information.

Workbook page examples: Author from examples of his note-taking guides.

The RSA language is from NH.gov.

Training New Leaders

As the new organizational leader, you have taken the time to recruit the right people to run your group. You worked hard ensuring they occupy positions where they will excel. You know they need training, but what do you teach them? Effective leaders training teaches new leaders five functional areas of leadership; planning, controlling, operating, resourcing and leading .

ISCTE-IUL.HugoAlesandreCruz

New leaders need to learn the basics. Often leaders are selected for reason other than their ability to manage and lead increasing justification to train them. It does not matter whether the new leaders are related to important people, knowledgeable about their part of the organization, or bring money to the table to obtain their leadership position, all need to understand all five functional areas to help your organization succeed.

Planning is the process of assessing what the future brings, how you want to respond and preparing for it. New leaders training helps develop understand the planning process. During planning, leaders assess to establish where the organization is, what the group wants to accomplish and what lessons can be learned from earlier projects. Leaders establish goals and mile stones so they can set a course and make adjustments as the project progresses. Developing task steps enables supervisors to measure workmanship and progress.

Controlling is the process of both measuring progress and accountability of resources. On any project leaders plan to evaluate progress based on appropriate information or data. The standards are established during the planning process and are used to adjust course if necessary. Accountability controls are imperative to ensure resources remain available to complete the project and remain available if necessary for the rest of the organization. The newspapers are full of stories of people in positions of trust running off with the organization’s because of poorly implemented controls. Quality controls prevent such problems, or identify problems before the group is broke.

Operating is the process of executing a plan. It includes the planning process, and ensures controls are in place and being used. Quality operations ensure success of the project and organization. Good operations aline with the groups mission and guiding principals.

Resourcing involves providing stuff. What stuff? Everything needed for the project to succeed. People, money, food, parts, space are all resources required to ensure successful completion of any project. Leaders ensure the stuff is where is needs to be before or at the time it needs to be there. Potatoes delivered the day after a fund raising dinner fails to help the organization feed those who support it. Likewise if resources are delivered too early storage and other problems become issues.

Leading is the process of influencing others to accomplish the mission of the organization while operating to improve the organization. Many argue that leadership cannot be taught; you either are born a leader or not. Because leadership is a process, anyone can learn that process. Leaders possess character, and acquire knowledge and skill. They understand how to accomplish things and make sure the right things happen.

New leaders training is important for every organization. Every new leader must know the five functions of management: planning, controlling, operating, resourcing and leading. Learning the basics is easy. Learning the finer points takes a life time. The Chief Executive of every organization is responsible to train junior leaders in each of these functions. There is no point enticing the best and brightest people to lead your group if your training plan involves tossing them in the water to see if they can swim. Develop and implement a leader development program for your new leaders.


Photo credit:  ISCTE-IUL by Hugo Alexandre Cruz.  CC license from flickr.com