Check Learning to Verify Knowledge Transfer

“Tell them what you are going to tell them; tell them; then tell them what you told them.” The idea is  something heard three times is more likely to be remembered.auditorium-pxhere There is a better way to make sure your student learn material and for you to know they learned what you taught. Conduct checks on learning during and at the end of your training. Checking learning ensures they heard and retained what you taught. Two simple ways to check learning are simple exercises and questioning.

An exercise that allows students to work through a problem using information provided verbally or in writing allows them to develop skills from their new found knowledge. A short story with a series of questions to answer modeling your lesson reinforces your teaching. Students work alone or in cooperative learning groups and report back to the the class their results. The exercise can be harder by asking students to work through a problem without the prompt questions. For example they are given a scenario. They are expected to explain which widget is the best for the situation and why. They also are expected to explain how they would use the widget. The back report reinforces the lessons with the whole class one more time.teamwork-pxhere.jpg

The easiest check on learning is questioning. Ask the students a group of questions. They parrot back the correct answers if they memorized the material. Ask questions that require students to explain concepts like, “Who can tell me when a widget is the best choice?” or “What is the best way to use a widget in the following situation…?” require students to think about their responses and apply what they learned in their response. These questions demonstrate understanding versus simply knowledge.

A spin off of the questioning check on learning model requires each student to write a question about the lesson on one side of an index card and the answer on the back. Use the cards as questions in a quiz show like review at the end of class. Student contestants will be able to challenge the ‘correct’ answer provided on the card. Award bonus points for the team if they successfully challenge the ‘correct’ answer. This process allows the class to correct misunderstood information and research correct answers further embedding new found knowledge and skills.

Relay-pxhere.jpgStudents and trainers come together for the purpose of transferring knowledge and skills to students. Each has a responsibility to enable learning. The trainer’s responsibility is to ensure the knowledge and skills are received, understood, and usable when students leave the training. Checks on learning completed throughout the lesson provide necessary feedback on the success of the transfer. Conducting a review at the end of class by repeating what you previously said is easy. Completing an in-depth check on learning as a review is harder, but shows what has been learned. Students and instructors can leave the training environment confident the new knowledge and skills have been passed and are ready to be used upon returning to their daily assignments.


Photo Credits

All photos from pxhere.com a website offering Creative Commons Zero License images.  No photographer information was available for any of the images.

Student Engagement

Ask, Pause, Call

Good instructors engage their students during the training.QuestionMark.byme.png Inexperienced instructors struggle to learn ways to involve their students. A simple, yet effective method is Ask, Pause, Call.

Every instructor has experienced the long silence after asking a question about a point he is sure the students know the answer. The teacher knows understanding this point is necessary before presenting the rest of the information. He stands in front of the room wondering what to say next.

The Ask, Pause, Call method provides a means for instructors to engage their students and ensure the class is receiving and understanding the information. The first step is as simple as it sounds; ask the question. The next is to pause. This allows the students to think about the response to your inquiry. Next ask a particular student to answer the question.

Use this model from the beginning of your class for greatest effectiveness. When used from the beginning of the class you establish the model as the standard. Students will expect you to use Ask, Pause, Call through out the class and will expect to participate.

Pause.byme.JPGAsking questions through out your training helps students pay attention. They never know when you will call upon them to answer a question. It allows them to make connections to other learning and experiences. Their answers let you know if they are receiving and understanding the information, or if you need to represent the information using a different approach.

You want to know that all your students are learning. It is important to call on everyone in the class, not just those who always raise their hands. Every class has a few students who hang back and chose not to participate, however the only way to know if they are tracking the information is to engage them too.

An effective method to drag those shy students out is to reverse the model. First call on the student by name. Pause to ensure you have their attention. Ask the question.

Asking a question that only requires a yes or no response is a good way to begin. After you receive the answer, follow up by asking the student a why or how question. If the answers are what you expected, finish up by summarizing raisedhand-steven-lilleytheir answers to make the learning point. If they are a bit off, follow up with leading follow up questions that tends to suggest the correct answer.

Ask, Pause, Call is an effective model to engage students in discussion during training. Selecting different students during the training ensures you know all are tracking the important information you are teaching. Asking questions of your learners through out the training keeps them engaged improving retention and understanding. Including students in the lesson allows them to connect the information you present with prior learning so it make sense for them. The next time you teach, ask a question, pause for thought, then call on someone to answer.


Photo Credits

Question Mark and Pause Button by Author

Raised Hand by Steven Lilley at http://www.flickr.com under a creative commons attribution license.

A Call to Action

bullhornspeaker-firefightersdaughter-CalltoActio

I recently listened to a short piece on my local public radio station from the TED Hour (http://www.npr.org/2015/02/06/379184277/what-s-the-antidote-to-political-apathy). The speaker talked about getting people to the polls and ways to overcome apathetic voters. As I listened, a light bulb appeared over my head about a way to improve training. If trainers expect students to change behaviors based on their training, they need to issue a call to action to participants. A call to action ensures students leave knowing how to change their behavior, possess excitement to change, and where to find help when they run into road blocks.

In this TED talk, the speaker noted in an unscientific study he conducted that in local publications, the editors would include information about how to contact a local charity, the hours of a new eatery, or the phone number to the box office of a show they reviewed. The reader knows how to learn more. When the local periodicals ran political pieces they often present information in a fair and balance way. They explained the issues about the topic. They did not include information about websites, phone numbers for involved organizations, or other information to make the reader take action on that subject.

Often trainers and leaders behave the same way. They call for changes. They show people one way to do something that works in the classroom. They may even provide some sort of high energy event that fires up the students and employees so they feel motivated. When they return to their cubical, they stumble on road blocks and because the trainer or leader provided no information about where seek help, the change they and their proteges hope for starves on the vine.

The fix is easy. After providing students their call to action, provide resources to use for follow up. When students return to their offices and run into a roadblock, they know where to find more information to help overcome the road block and successfully implement the desired change.

Provision of follow up resources requires more than a short bibliography at the end of your note-taking guide or a sheet tucked into the back of a participant folder. The trainer should call attention to the resources. He should provide screen shoots of the websites. He should point out email addresses and phone numbers of people who are willing to help. He should also provide a short sales pitch for each of the follow up resources provLearningSailing-John-ModsOK-croppedided so the student understands help really is there.

Many trainers already provide such information and calls to action for their students. Adapt a page from Keith Ferrazzi’s book Never Eat Alone by sending out a group email reminding students to look up a website, read an attached file, or how to find a book.  They are more likely to click on a link and incorporate what you taught them after leaving your class.

At they end of your next training, issue a call to action for change. Motivate students to implement what they have learned. Sell them on the resources available to help them over hurdles. When you issue a call to action, change will happen.

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Photo credits:  Both photos downloaded from flickr.com under a Creative Commons license and modified to fit the space here.

Speaker photo by firefightersdaughter.  Sail boat photo by John, yes, just John.

Overcoming Hurdles to Change

I recently listed to a short piece on my local public radio station from the TED Hour (http://www.npr.org/2015/02/06/379184277/what-s-the-antidote-to-political-apathy). The speaker talked about getting people to the polls and ways to overcome apathetic voters. As I listened, a light bulb appeared over my head about a way to improve training. If you want to changed behaviors based on what you train, you need to issue a call to action to the participants. When students leave, they need to know what to do, the excitement to change, and ways to find help when they run into road blocks.

hurdle.melinda.huntlyIn this TED talk, the speaker noted in an unscientific study he conducted that in local publications, the editors would include information about how to contact a local charity, the hours of a new eatery, or the the phone number to the box office of a show they reviewed. The reader know how they could learn more.

When the local periodicals ran political pieces they often present information in a fair and balance way. They explained the issues about the topic. They did not include information about websites, phone numbers for involved organizations, or other information to make the reader take action on that subject.

Often trainers and leaders behave the same way. They call for changes. They show people one way to do something that works in the classroom. They may even provide some sort of high energy event that fires up the students and employees so they feel motivated. When they return to their cubical, they hit road blocks and because the trainer or leader provided no information about where seek help, the change they and their proteges hope for starves on the vine.

The fix is easy. After providing students their call to action, provide resources to use for follow up. When students return to their offices and run into a roadblock, they know where to find more information to help overcome the road block and successfully implement the desired change.

Provision of follow up resources requires more than a short bibliography at the end of your note-taking guide or a sheet tucked into the back of a participant folder. The trainer should call attention to the resources. He should provide screen shoots of the websites. He should point out email addresses and phone numbers of people who are willing to help. He should also provide a short sales pitch for each of the follow up resources provided so the student understands help really is there.

At they end of your next training, issue a call to action for change. Motivate students to implement what they have learned. Sell them on the resources available to help them over hurdles after the training ends. When you do, change will happen.

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Photo credit: Melinda Huntley, flikr.com  https://www.flickr.com/photos/piratepix2/4540203839/in/photolist-7VcJqx-GY8o3-8hDo4J-z3Akfw-7Laq5N-7VfYnb-84VQLx-eonsYx-bER96W-rkfoWv-9HcTG2-fEQaXu-4gXG8H-aoi8Ah-fdTQxU-82taWc-dgMHan-bmHArb-bzCtcn-6SH1c9-dAxF2t-9MMqtH-dAxEk4-bTKTPZ-rhcUEV-m5EDBX-xmhWs9-84VWcY-8hDfW9-H9y4B-8hDpi3-dAxExk-8hA7mV-8dTP4e-dAxEqM-r3PBRy-r3NJrC-rkfqt8-rkfpsF-8hA6ZV-82LnjE-my6DVw-eefeA1-6EPXjR-2AwKvD-rtAXvb-7Aw3ZS-ie4JrZ-7Aw4sU-pyEHWJ

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

Better Presentations

Last week I had the opportunity to attend a terrific training presented by Jon Blum of Force Concepts. One thing that set his training apart from others I have attended was his slide deck. He followed two simple rules to keep his slide simple and effective. With some thoughtful planning, a little research and some practice with layout your next presentation can benefit from the same principals Jon employed. The first principle is minimize text. The second is maximize images. Image
The original popular presentation software PowerPoint was named so to help presenters make the points of their presentations powerfully. They were intended to be short and sweet. A common rule is to limit the text on a slide to six words per line and no more than six lines per slide. Often presenters read their slides verbatim which defeats the point of inserting the bullet point on the screen. The audience can read. They came to your presentation to hear what you have to say. If the only thing you say is what is written on your slides, they could have stayed in their offices and read your work. I suggest that you tell your group what your want to say, pause then show the slide and allow them to read the text on their own. The points on your slide should emphasize what you said.
Another great thing Jon did in his presentation was the way he presented the text on the slide. First he discussed the point. Next he showed the text and led a discussion about the point. Upon conclusion of the discussion on that point, he introduced the next point and then revealed the text. The previous line remained visible, but the font was in a light shade of gray drawing the viewer’s eye to the current point. Identifying the few simple words that effectively communicate the idea behind the point of discussion requires you to identify the principals and key points of your presentations.
How many times have you said or hear that a picture is worth 1,000 words; at least a thousand? How many pictures have you seen in a slide presentation? I would guess the answer is few. Today images are inexpensive and plentiful. Choices include charts, graphs, clip art and photographs. Websites such as flickr.com, gettyimages.com and shutterfly.com have a large selection of photos to purchase, within the public domain or under the Creative Commons license. Sometimes finding the right photo or image on line is time consuming, but with the advent of digital photography and paint software you can create your own images that convey your message. The images I use to attract readers to my blog are my own creations or images I found on line available under the Creative Commons license for use by only providing attribution to the person who took the photo.
When selecting an image, pick one that communicates your message. You may use a few words to ensure your point is understood or to ask a question to start a discussion. If you use text with your image, keep it shorter than the suggestions offered above.
Following simple rules improve the slides you use in your presentations. Reduce the text on your slide. Use pictures and communicate 1,000 words without uttering a syllable. It may not always be possible to limit your idea to six words or to one picture, but with practice implementing these principals becomes second nature. As you prepare your next presentation, add a few extra pictures and subtract some words. Your audience will be grateful.

For a more detailed disucssion about improving your presentations, check out my Prezi at http://prezi.com/uaxckg-4fkkn/using-media/. Another great resource is http://www.slideshare.net/ArtilleryMarketing/you-suck-at-powerpoint-12040413.  Update 3/15/14:  57 slides in 18 minutes…exact amount of text during the presentation…zero!!!! http://www.youtube.com/watch?v=bOYIKJho18I&feature=youtu.be

Photo credit: Kei Kondo add.me flickr.com

Leaders Training Future Leaders

ImageAll trainers are leaders because they influence people in their organizations to accomplish the mission. The flip side to that thought is that all leaders are trainers. In too many organizations however leaders are selected based upon their ability to accomplish tasks more than their ability to influence others and too many organizations fail to train their highest performers to become leaders. Possession of influence is more important to a leader than possessing an ability to complete a task skillfully. Learning how to engage others to influence them to perform is more important skill for leaders than the task to be performed. Teaching the leaders to teach becomes that challenge for the middle and senior leaders of organizations, one that is poorly executed. Consistent leader training and development is critical to any organization’s long term success. Four simple, repeatable steps separate are the foundation of an enduring leadership training program. Those steps are telling, demonstrating, practicing and correcting.

Telling. The quickest way to transfer information is to tell the other person. When sending a message you want the receiver to remember ensure the receiver has a method of recording the information, whether it is a notebook, a voice recorder or a note on their device. Unrecorded information is sure to be forgotten. When someone writes, they remember better in the future and create a record for future reference when the teacher is absent. During the review of the lesson, the teach can have the student read back the notes ensuring all important details were discussed.

Demonstrating. You demonstrate the task. In this blog, demonstration is listed as the second step, but in practice, it is the first. When others work for you, you demonstrate leadership for them daily. When you take time to counsel the new leader, you demonstrate the importance of counseling. Your methods become the lesson as the techniques and practices you expect them to employ in their leadership role. Counseling is just one area, but the example crosses many such topical areas.

Practicing. At first you may be inclined to linger. This may not always work well. For the same reasons it may not be practical for your trainee to sit in on a counseling session with a fellow employee with a family problem, it probably is just as likely you should not sit in on similar situations unless you are invited. The senior leader has other duties. If she spends all her time overseeing one new supervisor, she ignores other areas of responsibility. It is not unreasonable to follow up by asking to see documentation of a process or to check progress of employees. This lets both the employee and their supervisor know you are paying attention to important aspects of their work and lives.

Correcting. Do this as close as possible to the performance of the activity. Often in performance oriented training we ofter students feedback in the form of an after action review within a few minutes of completing the activity. There is no reason to not apply the same practice. If you are invited to observe a process improvement meeting, plan on five or ten minutes after the meeting to review the supervisor’s performance.

When you have completed all the steps, repeat them until the leader performs them nearly perfectly. As they improve, you allow them to tell you how they can improve their performance instead of providing feed back from you. As you do so, you prepare them for increasing levels of leadership and improve the organization.

Good leaders are also trainers. They set the standard by telling, They live the standard through demonstration. They allow others to try to practice and correct mistakes so success is achieved. These steps train and develop leaders follows the same model. Tell them what the expectations are, demonstrate the way you expect them to behave, allow them to perform, make corrections and repeat. Leaders who practice these steps increase their sphere of influence, allow others to see he uses power to make the organization better, has concern for the future of the group and its people and is willing to e what he knows. Observers recognize the spark and passion of the leader doing the training and the overall success of the organization. Take the first step today with your young leaders.

Photo Credit:  tanakawho from flickr.com creative commons license

Disruptive Students

Recently I was demonstrating the proper technique to accomplish a defensive tactic according to the organization that certified me to teach. During the demonstration, I talk through each step working slowly so that the students see the hold and understand the correct form. I have selected one of the students in class as an assistant. As I talk through the steps, the student pulls his hand out of my grip and laughs. I can only believe it is because he showed the teacher that his tactic doesn’t work, but his resistance is outside the parameters for application of this maneuver. I attempt to use this as a teaching moment explaining to the class that this is only one way to confront a potential adversary and is intended for use on one who appears compliant and follows directions. I start over. The demonstrator pulls away again. Repeat one more time. Now it is obvious my student is disrupting the class and interfering with the learning. Instructors and teachers often have to deal with disruptive students in a classroom environment. Strategies for dealing with these students are widely available in text books, journals, and internet sites. No one talks about the disruptive student in the practical exercise environment. Over the years I have had many disruptive students in practical activities session who have challenged me, my skills and my techniques. How the instructor handles the disruptive student establishes his future credibility. Handled well and students learn the instructor is knowledgeable and respectful and gains the attention and respect of the class. Handled poorly and the students learn the instructor is self-centered, egotistical and is just as likely to treat them with contempt if they fail to live up to his standards resulting in lack of attention or respect.

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Attempting to address the misbehavior based on your perception of the student’s motivation you attract attention to the misbehavior and away from the lesson. Redirect the attention of all the students to the task at hand by acknowledging the slight and explain that this portion of the lesson is limited to the topic you are introducing. Use this as an opportunity to explain that there is more than one way to accomplish the task and this application has limitations that do not invalidate its use in the correct situation.

Keep your cool. I learned this rule the hard way. Anger about the student’s behavior manifests as a personal attack. Too often the anger results in the demonstration being completed at 100% force without proper preparation resulting in personal injury or property damage. Instead, stay calm, redirect the students attention, explain the parameters for the skill you are teaching and continue the lesson. A successful method is to change demonstrators.

Explain to the class as one instructor I watched. The instructor introduced information that was contrary to prior learning in another course. The instructor replied to the effect, “What I am teaching is a way to accomplish this task. It is not the only way.” Often when doing hands on work it is impossible to teach students the best options for every situation because the “What ifs” pile up in a hurry. Using the “A way” response validates the student’s position while maintaining your credibility.

Hands on training is an effective method to ensure students develop skills required to complete certain tasks. Unlike the lecture where the instructor controls the flow of information, during performance oriented training, students will often share what they know about the topic from prior experiences. Sometimes this is helpful, but often is is disruptive. Effectively keeping the class on topic builds your credibility as an instructor and subject matter expert. Validate the students point of view if valid in some cases if there is more than one way. Delineate the conditions for the task you are training. Keeping control of your emotions shows you are an expert deserving their continued attention and trust. When you follow these steps, you ensure students receive quality, consistent information, develop skills to accomplish the task in the given conditions to performance standards and increase the probability they will complete the task appropriately in a stress filled field environment.

Photo Credit:  U.S. Navy photo by Ensign Lily Daniels under Creative Commons License Share-alike and Attribution, Commander U.S. Navy 7th Fleet

2/1/14 I just posted a companion slide deck on SlideShare.  Check it out at http://www.slideshare.net/ChrisStCyr1/disruptedpractice

Practice, Practice the Practical Exercise

One of the joys of being Chief Instructor at a military school house is the time I shared with instructor trainees during their final presentations becoming qualified Army Instructors. During one memorable presentation, the student instructor engaged classmates with two practical exercises. The first allowed students to work in small groups discussing how to apply lessons learned upon returning to their units. In the second, students developed a presentation for their commanders for adoption of principals of this lesson in their units. Both effectively ingrained important points of the lesson by allowing the students integrate what they prior knowledge with newly acquired information to develop their own ideas and reinforced what the instructor taught. This presentation raised several questions including why instructors choose to lecture instead of facilitate, use presentation software instead of practical exercises and how can instructors develop effective exercises to reinforce learning points.

Inexperienced instructors often choose lecture based training because they have the knowledge the students need, lack the skills to develop training that is learner based. They feel more comfortable talking than showing. Developing lecture based training is easy and the least time consuming. Lectures ensure presentation of important information, adhere to time constraints and repeatedly provide the same information during every presentation. Unfortunately, most adults do not learn well with the lecture style and many will leave forgetting most of what was said, defeating the purpose of the training.

Slide decks have become the standard to accompany the lecture method. Pictures, text and video supposedly stimulate the learner’s verbal and auditory centers improving retention from lectures alone, but one phrase says it all, “Death by PowerPoint.” An unfortunate reality, PowerPoint and other presentation software alone fails to engage learners as a result, some organizations forbid use. When used well, they amplify important instruction points, but most of the time slide are used as a crutch. Plenty of books, blogs, articles, TED Talks, comedy skits and ,yes, PowerPoints have been created to improve presentations and truly Impress (an open source alternative to PowerPoint).

ImageDeveloping practical exercises requires genuine understanding of the concepts and principals supporting training, information and task steps. Understanding allows the instructor to identify the basic knowledge required to achieve success. Basic actions required to complete the task create the practical exercise the same way that learning goals are the basis for test questions. Often people are selected to provide organizational training because the have a history of providing great training or are the most educated on the topic within the organization. Lacking expert wisdom, the instructor parrots what he was taught, but their lack of understanding of the concepts and principals prevent development of practical exercises. Students are denied the opportunity to experiment and discover how to use the ideas to improve their performance.

Good practical exercises achieve several objectives for adult learners. They allow the a review of new information learned during class increasing retention. They require learners to integrate new knowledge with what they all ready know. They permit students to teach and learn from each other. They require back briefs allowing peers to learn from their challenges and successes. Each step is a repetition of the information provided in class. Each iteration, embeds knowledge and skills learned increasing the likelihood of desired change.

Lecturing and showing slides permit training to check boxes. Lectures poorly translate knowledge into desired behaviors. Practical exercises allow trainees to practice what they have been taught. They provide opportunities to repeat key points. Repetition increases recall and creates deeper understanding of the material. Creating practical exercises requires the instructor to understand the concepts and principals of the task being trained. Development requires greater time and effort by the instructor but payoffs include increased student understanding, performance and changed behavior on the job. Next time you conduct training, create and conduct at least one practical exercise.

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I have prepared and posted a slide deck on SlideShare supporting this blog. 

I look forward to feedback.  Please take a moment to let me know how this blog has helped with your training and leadership activities.  I am also interested in know what other topics you are interested in reading.

Training Ethics or Ethical Training?

There are so many ways to approach ethics training that it is unethical to have people sit bored while training ethics. Instructors can conduct ethics training on three levels. ImageThe first is to demonstrate by training ethically. The next is to provide ethical training. The third is to identify organizational behaviors that require changing and provide training that will change that behavior. What follows is a short dissertation how trainer can accomplish each of these goals without having to speak above the din of snoring in the classroom.

 Within the realm of training ethically there are three sub-categories; civil liability, ensuring employees are fully prepared to complete their duties and using the time of trainees well. Every organization wants to avoid law suits. Training your employees to do the right things the right way for the right reason ensures tort avoidance better than the coverage from insurance. By training employees well to avoid liability, you create added value by developing better employees who do their jobs well. Trainers have a responsibility to ensure they train employees well and when you do, students’ time is wisely used. Everyone despises the torture known as Death by PowerPoint. The point of presentation software is to help make critical points powerfully. By showing everything you are going to say on the slide the importance of the points are lost. Be prepared to speak ideas, not the slides.

 The next major area of ethics training is training ethics. Teach organizational standards, orders, policies or other written documentation governing behavior in your organization. These rules establish expected behavior. Let students know what the maximum and minimum penalties as well as the typical penalty for violating norms. Often these topics are approached by reading each document verbatim. A better idea is to assign the reading to be completed before class, review the material in the form of questions and answers and then use stories as examples of acceptable and unacceptable behaviors. Facilitated classes are great opportunities to share ethical theory with students showing how their biases effect their focus of organizational standards.

 The next area is training to change behaviors. Repetition is required for this training to be successful, but do not teach the exact same class to the exact same audience time after time. Both you and your students will become bored quickly. The point of this training is to focus student attention to behave in compliance with the organizational mission, principals, expectations and norms. Use this time to explain what the mission statement means to their section. Talk about how the organizational principals support the mission. Express your vision for the future of the organization. If you are training others, then you have been chosen to lead. Leaders have a better view of what lies ahead. Share your vantage point with others so they understand the importance of doing the right things the right way.

 As you develop training for each of these areas, you will soon find you have far more material to cover than the time available. Newer trainers will curse and try to squeeze everything into the allotted time. Experienced trainers recognize the opportunity to provide follow up training without repeating previous classes improving student attention and retention in subsequent classes. Focus on the three areas, ethically train, train ethics and change behavior. When you do, your students will clamor for more.

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

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Focusing on Ethical Lenses

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Wall Street struggles with insider trading scandals. Capital Hill drowns in waves of corruption. The military suffers from being blown up by sexual assault after sexual assault. All these organizations have professed values. They have codes of ethics. They investigate allegations of wrong doing daily. In spite of their best efforts the same problems continue to plague them.

Each of these organizations teach ethics. Many of us have sat through classes teaching us what is right and what is wrong based on organizational principles. None of these classes explores the underpinnings of ethical thinking and are therefore doomed to fail.

In their book, When Generations Collide, Lynne C. Lancaster & David Stilman explore the differences between generations based on the differences of the history that defined the moments each grew up with. The thesis of the book is that understanding the forces that shaped each generation allows the others to understand the motivations behind the behaviors of each group of people. Young people are not lazy, but rather value their free time to associate with friends and family. Boomers think globally and act locally. Understanding the forces that shaped the values of others creates harmonious relationships at work and home.

Ethics are the same. When an organization professes to value loyalty, the committee that established that as an important guiding principle envisioned that everyone understands what loyalty means. Everyone does, but brings their own history to the definition. One who has strong family ties is loyal to his family. Another employee who values friendships is loyal to her friends. A third employee is third generation at the company. He benefited from many of the past policies that rewarded hard working employees, his loyalty lies with the company. From different points of view come different views of loyalty each equally valid yet when viewed by the others, bound to create disagreement and tension. A study of ethical theory enables understanding of how others define ethical values such as loyalty, honor or duty.

Four major concepts of ethical thinking include:

  • Seeking to do the Greatest Good for Me,
  • Accomplish My Duties & Safeguard My Rights,
  • Making Choices that are Just and Fair for All,
  • Living Virtuous Life According to a Selected Code of Conduct.

Using a story will help put each theory into perspective. While shopping, a person notices another placing a package of meat into a pocket on the inside of a bulky coat. What is the ethical thing to do?

If we use the first theory, by reporting it he may find he is required to make a written statement, wait for police to arrive and possibly testify in court. This may mean missing time for work and not getting paid. From this point of view, the person may reason the best thing for him to do is nothing.

Using the second ethical view, the shopper may decide that she has a duty to report what she saw to the manager which may require the same sacrifices already described. In addition she has a right to pay the lowest possible prices. People stealing food causes prices to rise so by reporting she fulfills her duty and protects her rights.

Using the third outlook the shopper may take into consideration things like the ability of the thief to pay as well as missing work and going to court. He may reason that overall it is not fair for everyone to pay higher prices, but also that the other should be able to purchase food at a reasonable rate. He may choose not to report, but rather approach the thief and offer to buy the meat for the other.

I the final theory, the shopper decides that virtue requires reporting. She determines that if no one pays for the food than the store goes out of business and there is no place to shop. Stealing is against the law no matter the reason (the selected code of conduct) and must not be tolerated. Additionally if everyone turns a blind eye to theft, stealing will escalate resulting in the store closing. Reporting is the only virtuous thing to do.

As the example shows, the lens of one’s ethical view determines how principles such as loyalty, duty and honor focus actions. Based upon the ethical point of view none of the answers provided are incorrect. Likewise in the workplace, when employees make decisions, they select choices based on their ethical lens changing the focus to actions that match. In order to maximize mission statements, value selection, guiding principals and visions for the future, leaders must not only provide ethics training, but also train understanding which lenses employees use. Failure to recognize employee focal points ensures failure of ethical decision making efforts by leaders. Take the time to teach junior leaders and their employees which lens is used by the key leaders to view the world so they can make better choices.