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    Effective Training: Systems,Strategies, and Practices, 4thEdition

    Chapter Five

    Training DesignP. Nick Blanchard and James W. Thacker

    5-1Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Design PhaseInput Process Output

    Training

    Needs

    Organizational

    Constraints

    Learning

    Theory

    Develop

    Training

    Objectives

    Determine factorsthat facilitate

    learning & transfer

    Identify alternativemethod of instruction

    Chapter 6

    Evaluationobjectives

    Chapter 8

    5-2Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Some Organizational Constraints andWays of Dealing with Them

    Part 1 of 3

    Constraint Suggestion for How to Handle

    Need high level of simulation

    because:

    Law (fire drills)

    Task critical to the job (police

    firing gun)

    Mistakes costly (airline pilot)

    Incorporate a longer lead time to

    prepare simulations/role-plays.

    Purchase Simulators.

    Trainees vary in amounts of

    experience

    Consider modularization.

    Trainees have large differencesinability levels

    Use programmed instruction. Havehigh level of trainer/trainee interaction.

    5-3Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Some Organizational Constraints andWays of Dealing with Them

    Part 2 of 3

    Constraint Suggestion for How to Handle

    Short lead time Use external consultant or packagedtraining.

    Long lag between end of trainingand use of the skill on the job

    Distribute practice through the lag.

    Provide refresher material and/or

    models for employees to follow.

    Consider different training programs;

    may be negative transfer foremployees but not for new hires.

    Mix of employees and new hires

    trained on a new procedure

    5-4Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Some Organizational Constraints andWays of Dealing with Them

    Part 3 of 3

    Constraint Suggestion for How to Handle

    Bias against a type of training

    (role-play, etc.)Develop proof of effectiveness intothe training package.

    Use another method.

    Few trainees available at anyone time

    Use programmed instruction.

    Small organization with limited

    fundsHire consultant or purchase training.

    Join consortium.

    5-5Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Guide to Determining Time Required

    to Prepare Training

    Part 1 of 4Variables Level of Effort forDesign

    Who Low Medium High

    2. The designersknowledge of the trainingsubject matter

    extensiveknowledge

    some knowledge no knowledge

    1.The designersknowledge related toinstructional design

    extensiveknowledge and

    skills

    moderate

    knowledge and skills

    minimal knowledgeand skills

    3. The size and complexityof the target training group

    small,homogeneous

    medium size,moderately complex

    large, complex

    4. The designers andclients track record forsticking to plans

    always stick sometimes stick never stick

    5-6Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Guide to Determining Time Required

    to Prepare Training

    Part 2 of 4Variables Level of Effort forDesign

    What Low Medium High

    6. The elements includedin the training materials

    participantmaterial only

    instructor andparticipant manuals

    instructor andparticipant manuals,overheads, job aids

    5.The number ofinstruction modules

    few (5 modules) several (8modules)

    many (12modules)

    7. The clients ororganizationsexpectations regardingpackaging

    minimal(produced in-house)

    modest (desktoppublishing)

    extensive(professionallyproduced)

    8. What is consideredfinal product

    designercompletes firstdraft, client rest

    designer completesup to the pilot

    designercompletes all drafts,finalizes after pilot

    5-7Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Guide to Determining Time Required

    to Prepare Training

    Part 3 of 4Variables Level of Effort forDesign

    How Low Medium High

    10.The designers

    interaction with theclient

    deals directly withtop decision maker

    deals with more thanone level of decisionmakers

    deals with a complexlabor-managementcommittee

    9.Data collection

    a focus group madeup of a few well-informed people

    a focus group and afew interviews

    several focusgroups and several

    interviews

    11.The clients levelof involvement

    approves generaldirection and final draft

    reviews andapproves keymaterials

    reviews andapproves all materials

    5-8Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Guide to Determining Time Required

    to Prepare Training

    Part 4 of 4

    Effort

    Low Medium High

    Totals x 1 = x 2 = x 3 =

    Add the weighted totals from the high, medium, and low columns to get anestimate of the number of days it will take to develop one day of instructor-ledtraining

    12. Theprograms degreeof interactivity

    minimal moderate extensive

    5-9Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Proposal for Developing a One-Day

    Workshop on Effective CommunicationAc tion Time Rate Total

    Prepare

    Interview relevant employees to determine

    issues and context to develop training

    1 day $1,000 $1,000

    Develop objectives and plan for developingtraining. Includes identifying appropriateinstructional methods and developingevaluation objectives

    2.5 days $1,000 $2,500

    Develop training materials based onobjectives

    8 days $1,000 $8,000

    Develop usual aids and evaluation material 2.5 days $1,000 $2,500

    Miscellaneous $1,400

    TOTAL $15,4005-10Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Types of Costs in Training Programs

    Development Costs

    Direct CostsIndirect Costs

    Overhead Costs

    Participant Compensation

    Evaluation Costs

    5-11Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Training Costs for Grievance

    Reduction Training

    Part 1 of 2

    Developmental Costs

    1. 20 days of directors time at $50,000 per year

    2. 5 days of trainers time at $30,000 per year

    3. Materials

    $ 4,000

    $ 600

    $ 1,000

    Direct Costs

    1. 5 days of trainers time at $30,000 per year

    2. Training facility rental 5 days at $150 per day

    3. Materials and equipment

    4. Coffee, juice, and muffins

    $ 600

    $ 750

    $ 2,000

    $ 600

    5-12Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Training Costs for Grievance

    Reduction Training

    Part 2 of 2

    Participant Compensation

    1. 30 supervisors attending 5-day workshop

    (Average $35,000 / yr.)

    $21,000

    Evaluation Costs

    1. 6 days of evaluators time at $30,000 per year

    2. Materials

    $ 720

    $ 800

    Total Training Costs $32,430

    Indirect Costs

    1. 1 day trainer preparation

    2. 3 days administrative preparation at $20,000

    per year

    $ 120

    $ 240

    5-13Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Types of Training Objectives

    Part 1 of 2

    1. Trainee ReactionObjectives:

    2. Learning Objectives:

    Describes the desired trainee attitudinaland subjective evaluationsof trainingbythe trainee

    Describes the type ofbehavior that willdemonstrate the learning, theconditions under which the behavior

    must occur, and the criteriathat willsignify that a sufficient level of learninghas occurred

    5-14Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Types of Training Objectives

    Part 2 of 2

    3. Transfer of TrainingObjectives:

    4. OrganizationalOutcomeObjectives:

    Describesjob behaviorsthat will beaffected by training, the conditions

    under which those behaviors mustoccur, and the criteriathat willsignify that a sufficient transfer oflearning from training to the job hasoccurred

    Describes the organizational outcomesthat will be affected by the transfer oflearning to the job and the criteriathat will signify that organizationaloutcome objectives were achieved

    5-15Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Learning Objectives Improved

    Part 1 of 3Before

    Upon completion of training, the

    trainee:

    After

    Upon completion of training, the trainee:

    Will be able to apply theories ofmotivation to different situations

    After reading a scenario of anunmotivated student, and without theuse of any outside material, identifyorally to the class what you would doto motivate the student, and explainwhich theory you used and why.Trainee must identify at least threemotivators and tie to correct theory.Must be correct on four of the fivescenarios.

    5-16Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Learning Objectives Improved

    Part 2 of 3Before

    Upon completion of training, the

    trainee:

    Will be able to recognize andidentify different personalities, andknow how to motivate them

    After

    Upon completion of training, the trainee:

    Will be able to watch a fellow trainee role-play a situation and correctly explain inwriting what type of personality is beingexhibited and what to do to motivate thetrainee. Trainee must be 100 percent

    correct on the personality and identify atleast two motivators.

    Will understand what is needed tohave an effective team

    When asked, correctly identify to the trainerfive things that are necessary to have aneffective team and be 100 percent correct.

    5-17Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Learning Objectives Improved

    Part 3 of 3

    Will have knowledge of three types

    of active listening, and will be able touse the appropriate one in aparticular situation

    Correctly identify in writing threetypes of active listening that were

    identified in training, when asked.

    In a role-play, respond verbally toan angry comment using one ofappropriate active listening types.

    Will be able to say no to bossand peers when asked to doextra work

    In a role-play, respond correctly to thesituation using one of the ways ofsaying no from the training manual,then explain to the class whichwas used and why with 100 percentaccuracy.

    5-18Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    No Trait and Treatment Interaction

    Training Design A

    Training Design B

    Low High

    Individual Trait

    Low

    High

    5-19Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    A Trait and Treatment Interaction

    Training Design A

    Training Design B

    Low HighIndividual Trait

    Low

    High

    5-20Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Learning Processes and

    Corresponding Training EventsAttention/Expectancy Learning environment, pre-training

    communications, statement of objectives andprocess, highlighting of key learning pointsRetention

    Activation of memory Stimulation of prior related learningSymbolic coding and Presentation of encoding schemes and images,

    cognitive organization associations with previously learned material,order of presentation during training

    Symbolic rehearsal and Case studies, hypothetical scenarios, aids for

    cues for retrieval transfer (identical elements and principles)

    Behavioral Reproduction Active and guided practice (role-playsand simulations)

    Reinforcement Assessment and feedback (positive and/ornegative)

    5-21Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Comparison of Traditional andStrategic Knowledge Training

    Part 1 of 3Tradi t ional Train ing Strategic Knowledge Train ingStep 1. Declarative knowledge(what) is presented Workers are toldthat the materials are designed to teachthem to read and interpret quality

    control charts used throughout theirorganization.

    Step 1. Declarative knowledge ispresented the same way as intraditional training.

    Step 2. The context of theprocedures (why and when) is addedby instructing workers about the

    importance of the skill and theappropriate time for its use.

    It is explained that reading andinterpreting quality control data allowsmistakes to be caught earlier, savingmore of the product than with traditionalmethods.

    5-22Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Comparison of Traditional andStrategic Knowledge Training

    Part 2 of 3

    Tradit ion al Training Strategic Know ledge Training

    Step 2. Procedural knowledge (how)

    is presented.Workers are assisted in recalling

    specific math skills. Then stimulusmaterials and information required tomaster the task are presented.Examples of charts with variousreadings are provided and the

    workers are shown how to recordcharts during production, andinterpret the data.

    Step 3. Procedural knowledge (how)

    would be presented the same way asin traditional training.

    5-23Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Comparison of Traditional andStrategic Knowledge Training

    Part 3 of 3Tradit ional Training Strategic Know ledge Training

    Step 4.

    Workers practice using the chartsand also practice determining

    when and why to use them.Workers are provided opportunities for

    rehearsal and reinforcement of bothconditional and proceduralknowledge.

    Step 3.

    Workers practice using the chartsand interpreting the results.

    Step 4.

    Workers are given feedback

    Step 5.

    Workers would be given feedback(same as in traditional training).

    5-24Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Seven-Step Relapse-Prevention

    Training

    1. Choose a skill to retain.

    Step

    2. Set goals.

    3. Commit to retain the skill.

    4. Learn coping (relapse prevention)strategies.

    5. Identify likely circumstances for firstrelapse.

    6. Practice coping (relapse prevention)strategies.

    7. Learn to monitor target skill.

    5-25Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    A Plan to Apply Skills Back on the

    Job1. What is the skill/technique? (Be specific.)

    2. What will using skill/technique look like? (Be specific.)

    3. What are the positive and negative consequences of using and notusing the skill?

    4. What will a slip look like?

    5. How will you feel if you slip back to old techniques?

    6. Under what circumstances is a slip likely to occur?

    7. What support is needed?

    Positive (+) Negative (-)

    Using Skill

    Not UsingSkill

    5-26Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Coping Strategies for Relapse

    Prevention

    Part 1 of 2

    Understand the relapse process.

    Step

    Recognize difference between training and work setting.

    Create an effective support network on the job.

    Identify high-risk situations.

    5-27Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Coping Strategies for Relapse

    Prevention

    Part 2 of 2Step

    Reduce emotional reactions that interfere with learning.

    Diagnose specific support skills necessary to retainnew skill.

    Identify organizational support for skill retention.

    5-28Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Comparison of Topical and Spiral

    Sequencing 1 of 2Topical Sequencing Spiral Sequencing

    Module 1

    Module 2

    Module 3

    Topic B

    Module 1

    Module 2

    Module 3

    Topic A Topic B Topic C

    Module 1 Module 1 Module 1

    Topic A Topic B Topic C

    Module 2 Module 2 Module 2

    Topic A

    5-29Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Comparison of Topical and Spiral

    Sequencing 2 of 2Topic C Topic A Topic B Topic C

    Module 1 Module 3 Module 3 Module 3

    Module 2

    Module 3

    Topical Sequencing Spiral Sequencing

    5-30Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Comparison of Topical and Spiral

    SequencingAdvantages Disadvantages

    Topical

    Spiral

    Concentrate on topic, nointerference from other

    topics

    Once learned you move tothe next topic and the first is

    forgotten

    Built-in synthesis andreview. Interrelationshipsare more obvious and

    understood

    Disruption of learnersthought process when moveto next topic

    5-31Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Gagn-Briggs Nine Events of

    Instruction

    Part 1 of 2Instru ct ion al Event Relat ion to Social Learning Theory

    Gain attention Attention

    Stimulate recall of prior

    knowledge

    Retention: Activation of memory

    Present the material Retention: Activation of memory,symbolic coding, cognitiveorganization

    Informing the trainee of goal(objectives)

    Attention

    5-32Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Gagn-Briggs Nine Events of

    Instruction

    Part 2 of 2Instru ct ion al Event Relat ion to Social Learning Theory

    Provide informative feedback Reinforcement

    Assess performance

    Enhance retention and transfer Reinforcement

    Provide guidance for learning Retention: Symbolic coding/ cognitive

    organization through guided discoveryRetention: Symbolic rehearsal

    Elicit performance (practice) Behavioral Reproduction

    5-33Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Learning and Transfer Factors asRelated to Social Learning Theory and

    Gagn-Briggs Theory of Design

    1 of 6Social learningTheory

    Gagn-Briggsnine events ofinstruction

    Factors to Consider

    Pre-

    training

    Attent ion/Expectancy

    Influence expectations& attitudes oftrainees.

    Identify those with low expectations/poor attitudes and send to pre-trainingworkshop.

    Provide information to influenceexpectancies/ identify positiveoutcomes.

    Demonstrate the needfor training and setgoals.

    Do needs analysis so only relevanttrainees attend.

    Discuss performance of trainee (atsupervisory level) and set mutual goals.

    Have learning objectives distributedahead of time.

    5-34Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Learning and Transfer Factors asRelated to Social Learning Theory and

    Gagn-Briggs Theory of Design

    2 of 6

    Training

    Beginning

    Attent ion/

    ExpectancyCreate/reinforce

    positive attitudetoward training.

    Gain Attent ion

    Allow time for instructor and traineeintroductions and develop arelaxed atmosphere.

    Inform trainee

    of goals

    Allow for time to go through needsanalysis, show learning

    objectives, and discussusefulness on the job; drawexample from trainees.

    Eliminatedistractions.

    Choose site where anxiety level willbe low (see classicalconditioning). Choose properfacilities.

    Social learningTheory

    Gagn-Briggs9 events ofinstruction

    Factors to Consider

    5-35Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Learning and Transfer Factors asRelated to Social Learning Theory and

    Gagn-Briggs Theory of Design

    3 of 6

    During RetentionMake relevant Continue to focus on training

    objectives.

    Stimulate

    recall of pr io r

    knowledge

    Develop links between previouslearning and the new learning(activation of memory).

    Present

    material

    Use multiple media and makeinteresting.

    Ask questions and get involvement.

    Social learningTheory

    Gagn-Briggs9 events ofinstruction

    Factors to Consider

    5-36Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Learning and Transfer Factors asRelated to Social Learning Theory and

    Gagn-Briggs Theory of Design

    4 of 6

    Make interesting Provide

    guidance forlearning

    Get trainees involved (symbolic

    rehearsal).Use relevant examples and offermany of them.

    Behavioral

    Reproduct ion/

    Reinforcement

    Encourage learning

    Elici t

    performance

    Provide

    feedback

    Provide relevant practice process(including maximum similarityand/or different situations).

    Let trainees know how they aredoing.

    Social learningTheory

    Gagn-Briggs9 events ofinstruction

    Factors to Consider

    5-37Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Learning and Transfer Factors asRelated to Social Learning Theory and

    Gagn-Briggs Theory of Design

    5 of 6

    Ending

    Reinforcement

    Be sure trainees seeresults of training.

    Assess

    performanceProvide time for examining objectives

    to see what was accomplished.

    Provide time to evaluate performancelevel accomplished and providefeedback.

    Sensitize trainees todifficulty in transferof training.

    Enhanceretent ion

    and transfer

    Incorporate relapse-preventionstrategy. Provide commitment oftrainer to meet with trainees tofacilitate transfer.

    Develop trainees goals for transfer of training.

    Social learningTheory

    Gagn-Briggs9 events ofinstruction

    Factors to Consider

    5-38Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    Learning and Transfer Factors asRelated to Social Learning Theory and

    Gagn-Briggs Theory of Design

    6 of 6

    Post-

    Training

    Reinforcement

    Facilitate transfer

    Obtain support from supervisor/

    peers/ trainer to help trainee intransferring the training to theworkplace.

    Ensure that reward systems are inline with newly trained behaviors.

    Social learningTheory

    Gagn-Briggs9 events ofinstruction

    Factors to Consider

    5-39Copyright 2010 Pearson Education, Inc. publishing as Prentice Hall

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    All rights reserved. No part of this publication may be reproduced,stored in a retrieval system, or transmitted, in any form or by any

    means, electronic, mechanical, photocopying, recording, or otherwise,without the prior written permission of the publisher. Printed in the

    United States of America.

    Copyright 2010 Pearson Education, Inc.publishing as Prentice Hall