Oh No! Mandatory Training!

Mandatory refresher training…the bane of every instructor. Frequently the trainer is provided a lesson plan and a slide deck, a period of time to fill and appropriate training facilities (maybe). The instructor is expected to stand before the group of experienced students and present the material determined by management as essential. The result one to four hours of heavy eyelids, sore bottoms and the sending and receiving of text messages on mobile devices by distracted employees who fail to pay attention. They learn nothing. You can improve the situation by recognizing that the occupants of the room possess hundreds of collective hours of experience; many more qualified to teach than you. Developing methods to engage, entertain and focus students during mandatory training separates the run-of-the mill instructor from the master trainer. Nothing that follows is new, but I challenge you to adopt one or two of these ideas for your next refresher training and take your first step down the road to become a master trainer.M.CoghlanGpDisc

Facilitation is a training process that focuses on the student rather than the instructor. Generally facilitate means to make easier, to promote or to serve as a catalyst (Google 2014). An instructor who engages in facilitation recognizes the expertise of the students and develops a learning environment that permits those with various experiences on a given topic to share what they know allowing the rest of the students to assimilate those experiences into new ideas on their own. This process allows the students to come to conclusions on their own.

Instructors are reluctant to conduct facilitated discussions for fearing accusations they did not follow the program of instruction required by management. A well thought out training event covers all the points required by management. The difference between an interesting, facilitated training event and being buried by slides is how the material is presented. The traditional, well-known, boring method of lecturing while showing a slide deck echoing everything the presenter says only ensures the required material has been presented. It does nothing to demonstrate knowledge transfer, but does provide coverage for the tushy if ever called to task for providing training on a given topic. A facilitated training however requires student participation during a guided discussion about the same points made in a lecture. In order to participate effectively, instructors must possess complete understand the topic, and students should have some knowledge.

Preparation for and conduct of a facilitated training event requires greater preparation and execution time. To prepare for a facilitated discussion,

  • Review and understand key learning points of the lesson,
  • Convert learning points into discussion points,
  • Prepare questions to requiring discussions to answer, and
  • Prepare to guide student discussion by infusing information and making corrections,
  • During the conduct of class,
  • Ask students questions that require thought and development of opinions,
  • Ask students what they think of points made by others during the discussion,
  • Require students to justify opinions based on facts or prior learning,
  • Ask students if they agree or disagree with other students points and explain why or not.

As the class demonstrates understanding of each point, the instructor segues into the next discussion point by either asking a pre-planned question, or taking advantage of a point raised by a student. Ensuring many students participate. Use the following formula to include all students:

  • ask the question,
  • pause to wait for students to think about the answer,
  • call on a student to answer.

When attempting to pull in the quieter students, it is important to ensure to ask them something there is no wrong answer. By doing so, you allow them to participate without loosing face. As the discussion moves along, show the required slides and let them speak for them selves allowing students to integrate the information from the slides into what they learned in the discussion.

A quality facilitated discussion during mandatory training improves student participation. Increased participation improves information retention. Increased participation permits the same idea to be expressed more than one way improving understanding by less experienced students. Engaged students are less likely to allow their minds to drift and learn more. Students pay attention when they know anyone can be called upon to answer questions. The slide deck re-enforces points made by the students.

Using a facilitated discussion during mandatory in-service training allows for management and instructors to cover important learning points. A good guided discussion covers all required points by allowing students to express their knowledge of the topic and identifies areas requiring more discussion or information. With more discussion the same idea is expressed in different words increases understanding of the concept. Students become responsible for their learning, more engaged in the process and focused on the class. For your next training event, implement some of these ideas to generate a guided discussion on one or more points. You may be surprised at what YOU learn in the class you are teaching.

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References

Google Search Results “define facilitate” https://www.google.com/search?q=define+facilitate&ie=utf-8&oe=utf-8&aq=t&rls=org.mozilla:en-US:official&client=firefox-a&channel=sb retrieved 4/26/14

U.S. Army. 157-ABIC-3.0 / Army Basic Instructor Course (ABIC) (2011) Army Training Support Center, Ft Eustis, Va

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Photo Credit:  Michael Coghlan.  flickr.com CC license

Check Your Map…Achieve Your Goal

At the beginning of the year I pitched a way to achieve your New Year’s Resolutions. (https://christopherstcyr.wordpress.com/2014/01/01/time-to-reflect-plan-act/) 0322141247One of the steps I suggested was to periodically check your list to measure your progress and adjust your course. That time is upon us. I know because the reminder I set in my calender alerted me to check my progress on my goals.

I use a goal setting check list to help me focus on task steps and measures for success. I used to keep them on paper, but as time and digitization have progressed, I have found using a word processor or even better, the task list on my email client work great. Your worksheet does not have to be fancy. I combined the format I learned in the Army to evaluate training with some of the great ideas Ken Blanchard pitched in his book, The One Minute Manager with a couple of theories I have learned about SMART goals. If you did not put your New Year’s Resolution in writing in January, you still have time to do so. The benefit of having your goal in writing is being able to sit down periodically (like now) to review your progress.

For those of you who did make some notes, dig them out and lets check your progress. I have learned several things throughout the years I have used this process. Your work sheet is like a map. As you travel you find roads exist not appearing on your map, and some roads on your map are more like mountain foot paths. For goal setters that means you may have found some of the steps you planned to take were not required, however things you did not know when you began the journey require you to complete tasks you did not anticipate, and that is okay. Just like our journey on an previously unknown but shorter or better road, as one works towards a goal and finds a shorter or better way to complete the task, you do. Note the changes on your map during your review. Enter comments about the progress of each task and check off completed steps. Open your calender and schedule time to complete the next series of activities on your journey to completing your goal.

An important question to ask as you check your progress is, “How will I recognize success?” The answer to this question becomes the measures of the success for your journey. If you goal is to improve your health (a common New Year’s Resolution) how will you know you are healthier? Some metrics may include a target weight, the ability to lift an amount of weight, the ability to be able to run a certain distance in a given amount of time, the measurement of your waist so you can once again fit into your High School jeans, your blood pressure number or the levels of cholesterol. What ever standard you select, make it specific and measurable by some recognizable value.Image

Checking the progress of your goals on a regular basis is important to your success. By having a map in the form of a goal checklist you improve the chances of your arriving at your intended destination, your goal. Your check list should include the route of travel and measures of attainment so you stay on track, or recognize when you have to adjust course. If you don’t know where you are going, it is impossible to know when you have arrived. Take a few minutes today to review and update your goals. For those of you who have yet to do so, set ONE goal today and develop your route and metrics. I have posted a sample goal setting worksheet on SlideShare. Check it out and use, change and adapt it to your needs. Move forward by taking that next, charted step to your personal success.

Photos by author

Time to Reflect, Plan & Act

It is common at this time of the year to reflect on the past and look ahead to the future. People will establish a list of resolutions and many will moan about the resolutions they failed to complete from last year. Others look back, pat themselves on the back for what they have accomplished. So why the difference? The answer is simple, those who succeed approach the resolution process and establish personal, documented steps and goals. What follows may seem like a long lost secret to some, but much of the content I first read about over 30 years ago (when I was v e r y young) and has been reinforced with more recent reading.

The first step is to reflect on what went well, what you need to improve and what is not as important as once you thought it was. Of those things that went well, identify what actions to carry over into the new year. Also identify skills that were used to achieve those successes and how you can use those skills for future success. On the improvement side, focus only on the things that cause failure. None of us can do everything perfectly. Life is too short to fix everything, so instead work on your strengths and only those weaknesses that directly contribute to failure. Everything in the middle somehow works.

Photo by Reg

Photo by Reg

Identify goals and achievements you accomplished. Too often we dwell on failures. People rarely fail at everything every time. You probably achieved some successes. Concentrating on what you have achieve builds confidence to move forward. Enumerating skills you have overlooked in the first step helps you focus on your strengths.

After you have reflected on your successes and failures, your achievements and accomplishments it is time to decide where you want to go. The first two steps helped you identify where you came from, and where you are. This step sets your course for the coming year. In this process determine not only what goals and accomplishments you seek to achieve, but also task steps for each activity. In that process think about who you need to reach out to for help and what resources you need to assemble to be successful. There is no point developing a network if you fail to call upon them for help. The most important activity in this step is to write down your goals and action steps. At this point the most important thing to do is document each task step for every goal. As you work on this portion, it is important to write down action steps for every goal (see my blog about the Three Pitch Rule).

The final step is to schedule time periodically to check your progress. Grab your check lists in what ever format works for you and compare your progress against your checklists. Identify tasks on your list you can complete before your next check up and put them on your calendar. By scheduling task steps you give them a level of importance that increases the likelihood they will be completed.

Now is the time to act. At the end of year, when you sit down to make your 2015 resolutions you will find you kept your 2014 resolutions if you follow these simple steps. Seize the day, New Year’s Day to accomplish this simple task. There is no requirement to have dozens of resolutions. Focus on the one or two or three goals that will really impact your life and document them. Do it now. Perfection is not required for your plan. Do it now and adjust along the way. In the end you may find you accomplished more than you imagined, but only if you take the time to follow these steps. Really, do it now! Happy New Year.

I just posted a short slide deck on SlideShare.  Check it out:  http://www.slideshare.net/ChrisStCyr1/achieve-29982036

Inspire Others to Go Forth and do Good

ImageAs the hour draws to a close the speaker comments on what a great bunch your group has been. She was so concerned things would not go well because she was not sure what she had to offer would meet the needs of the rest of the team or that she had enough material for the 60 minutes she was allowed. She asks of there are any questions; there are none, and thanks you all for coming. You stand up hoping to sneak out of the room before your boss has an opportunity to corner you about the poor performance of your direct report during the monthly senior staff training, too late, he yells across the room to meet him in his office in five minutes. What went wrong?

Often employees or outside subject matter experts are asked to make presentations about hot topics. Powerful presentations are not guaranteed just because the presenter possesses expert or referent power and may deny the members of the organization the inspiration to do great things with what they have learned. Even when the person makes a great presentation, they may end up talking about everything except the one or two areas of concern for your organization. Taking the time to identify objectives of what you want participants to learn helps you and the presenter focus on material that will enlighten, educate and inspire. Steven Covey calls it beginning with the end in mind.

It may seem too simple to write out a comprehensive terminal learning objective. Doing so focuses the efforts of the trainer to only that information which will help the audience achieve the final educational goal. The end result is a focused presentation meeting the needs of the audience. Steven Covey covers this principal when he advises his readers to begin with the end in mind.

There are three important parts of every learning objective whether it is the capstone objective, or a smaller piece of the puzzle. The parts are action, condition and standard. The action is what you want the student to learn how to accomplish when they complete the training. An example might be something like, “The clerk will complete a telephonic customer order on the computer.” The conditions for the task or action to be completed should include the environment and any tools or resources available while completing the action. Often training is conducted in a classroom or conference style setting and that should be reflected in the condition statement. Finally spell out how someone will know when the student has achieved success by stating the standard. This can be performance steps, standards for a finished product, a score on an examination or any other means of measuring performance. Often in a classroom this may be as simple as, “The student will respond correctly to questions related to the action.”

This is a sample of a TLO for a classroom setting where there will be no formal testing.

Action: Complete a telephonic customer order on the computer.

Conditions: A classroom environment, a block of instruction and random questions from the instructor.

Standard: Correctly answer questions related to taking a customer order on the phone and entering the data into the computer.

Ideally action statements start with a verb. Conditions describe resources available to complete the action. Standards should be measurable and attainable, very much like setting SMART goals.

Establishing learning objectives when assigning someone to conduct training improves communication and enables the trainer to understand the perceived needs of organization. Given an objective such as the one above instead of some generic statement like, “Hey Smith, I need you to give a class on that new software at the next staff training conference next week.” With the first, employees should walk out of the training understanding how to take customer orders using the new software. Who knows what you will get with the second. When you are tasked to provide training, having an understanding of the process allows you to develop a TLO, run it by the person who assigned it and then help you focus your attention on what is necessary to meet expectations.

Developing training objectives help trainers focus on presenting important information in the time allowed for students to achieve a given task. When assigned, both the manager and the trainer have better expectations of what the finished product includes. Quality learning objectives contain three parts, the action, the conditions, and the standards. When assigned by your manager to train others using a learning goal ensures you and he understand what is expected of you. Don’t let your next presentation flop. Take the time to develop an objective for the time you are given to teach others.

References

Covey, Stephen R. The 7 Habits of Highly Effective People. electronic edition. New York, NY: Rosetta Books, 2012.

Henry, V. E. (2002). The COMPSTAT paradigm: management accountability in policing, business, and the public sector. Flushing, NY: Looseleaf Law Publications.

http://www.grayharriman.com/ADDIE_Writing_Learning_Objectives.htm

Photo by tiffa 130 on flicka  http://www.flickr.com/photos/tiffanyday/4233065842/sizes/o/in/photolist-7s4yZQ-8Wryi-ffna1C-47iP3d-52AQpJ-bGYWzB-4AufPZ-6tcK9H-9TLQ4V-8NuGDD-8Hg5U4-9JMiVv-9JMita-9JgqsL-7YrzMS-dKTJnF-8HpL4e-BFAGU-eNMWSj-eNNwHC-7n4gRh-eNN2rq-bZzNxs-c4SdKS-c5qaBj-c4SXZQ-bZH6nN-bZSrEN-c5EoAW-bZyRyh-5Vc4Mb-5Vc4uY-gx8cF-e4GEBY-dtYtxp-5F11Pu-4gL5v1-4tppYd-Gfs6t-BXKac-c5ECoN-c5Er4b-c5EzqU-c5EtBq-c5Es7u-c5EpMy-c5Ev57-c5EAUf-c5ExWq-bZPjLw-bZPucw/ used with a CC Attribution Licesne.