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    USER TRAININGUSER TRAINING

    Learning Needs Analysis ProjectLearning Needs Analysis Project

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    SESSION FLOWSESSION FLOW

    Analytical Framework

    Process and Tools

    Instruments and Forms

    Standards and

    Guidelines

    Next Steps

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    ANALYTICAL FRAMEWORKANALYTICAL FRAMEWORK

    The project used the concept ofcompetencies as the framework for

    analyzing the learning needs. The analysis was approached fromfour perspectives: jobholder(learner), immediate superior(work unit), job requirements (jobdescriptions and performanceappraisal), and business needs(strategic initiatives).

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    ANALYTICAL FRAMEWORKANALYTICAL FRAMEWORK

    Competency is defined as thecapacity that exists in a

    person that leads to behaviorthat meets the job demands

    within the parameters of the

    organizational environment

    and that, in turn, bringsabout desired results.

    (Boyatzis:1982)

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    ANALYTICAL FRAMEWORKANALYTICAL FRAMEWORK

    Competency is what an individual

    Can do on the job given his

    capabilities. Its how an individual thinks and

    acts.

    It hinges upon what the individual

    knows and how he applies it on the

    job.

    Source: del Rosario (2006)

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    ANALYTICAL FRAMEWORKANALYTICAL FRAMEWORK

    Competency is validated and

    verified by the individuals

    decisions, actions, and practices;how he produces the required and

    expected results in terms of

    outputs and outcomes. (del

    Rosario:2006)

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    THE PROCESS OF ANALYZINGTHE PROCESS OF ANALYZING

    LEARNING NEEDSLEARNING NEEDS

    Define purpose and scope.

    Communicate the initiative.

    Review pertinent company

    records and documents (files,

    manuals and reports).

    Administer jobholder survey

    forms.

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    THE PROCESS OF ANALYZINGTHE PROCESS OF ANALYZING

    LEARNING NEEDSLEARNING NEEDS

    Tabulate results of thesurvey.

    Conduct validationinterviews.

    Tabulate results of the

    interviews. Consolidate results by cross

    tabulation.

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    THE PROCESS OF ANALYZINGTHE PROCESS OF ANALYZING

    LEARNING NEEDSLEARNING NEEDS

    Analyze results of the crosstabulation using the

    competency-based, multiple-perspective framework.

    Define and prioritize the

    learning needs according to

    the strategic thrusts andtargets and resources of the

    business.

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    THE PROCESS OF ANALYZINGTHE PROCESS OF ANALYZING

    LEARNING NEEDSLEARNING NEEDS

    Write and present the

    LNA report.

    Use the LNA results to

    produce the annual

    training plan andcalendar of the

    company.

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    TOOLS FOR ANALYZINGTOOLS FOR ANALYZING

    LEARNING NEEDSLEARNING NEEDS

    Document review

    Field research

    Jobholder survey

    Validation interview

    Consultative meeting

    Academic research

    Technical writing

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    OTHER TOOLSOTHER TOOLS

    Audit and diagnosis

    Process modelingJob analysis, design

    and evaluation

    Competency mapping andprofiling

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    SOME MORE TOOLSSOME MORE TOOLS

    Observation

    Performance testAchievement test

    Aptitude test

    Personality test

    Job-fit test

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    DOCUMENT REVIEWDOCUMENT REVIEW

    Company profile

    Company history

    Products and services

    Organizational structure

    Annual report

    Strategic plan Reports on business

    initiatives and projects

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    DOCUMENT REVIEWDOCUMENT REVIEW

    Company manuals and studies

    Employee records (201 files)

    Job descriptions and

    specifications

    Performance appraisal reports

    Executive decisions and

    pronouncements

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    INSTRUMENTS AND FORMSINSTRUMENTS AND FORMS

    Jobholder survey

    questionnaireValidation interview

    guide

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    STANDARDS AND GUIDELINESSTANDARDS AND GUIDELINES

    Document Review

    Check for the veracity of the

    records and documents in termsof accuracy, clarity, andcompleteness.

    Organize and classify

    information according to therequirements of the analysis.

    Look for patterns, trends, andthemes.

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    STANDARDS AND GUIDELINESSTANDARDS AND GUIDELINES

    Document Review

    Focus on key result areas,

    critical success factors,and priorities.

    Interpret business needs in

    terms of implications to jobcompetencies and workplaceperformance.

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    STANDARDS AND GUIDELINESSTANDARDS AND GUIDELINES

    Jobholder Survey

    Collate forms properly with no

    missing pages.

    Ensure that respondents return

    the survey forms with complete

    answers.

    Set deadline for submission of

    forms and ensure compliance.

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    STANDARDS AND GUIDELINESSTANDARDS AND GUIDELINES

    Jobholder Survey

    Be accessible to respondents for

    potential inquiries andclarifications about thecontents of the survey.

    Encode and tabulate the results

    immediately and clarifyambiguous responses from

    respondents.

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    STANDARDS AND GUIDELINESSTANDARDS AND GUIDELINES

    Validation Interview

    Be familiar with the questions,

    intent, and flow of the

    interview guide.

    Set time and stick to it.

    Schedule the interview at themost convenient time and place

    for the respondent.

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    STANDARDS AND GUIDELINESSTANDARDS AND GUIDELINES

    Validation Interview

    Orient the respondent about the

    purpose and flow of theinterview.

    The interview must focus on thelearning needs of the concerned

    work unit, not singling out theindividual needs of eachjobholder.

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    STANDARDS AND GUIDELINESSTANDARDS AND GUIDELINES

    Validation Interview

    The guide only intends to

    specify the coverage of the

    interview.

    The discussion should flow from

    the dynamics of the conversation

    keeping in mind the purpose of

    the interview.

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    STANDARDS AND GUIDELINESSTANDARDS AND GUIDELINES

    Validation Interview

    Put the respondent at ease.

    Let the respondent talk,

    dont interrupt.

    Provide ample time for the

    respondent to reflect and

    ponder on the questions.

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    STANDARDS AND GUIDELINESSTANDARDS AND GUIDELINES

    Validation Interview

    Express inputs and opinions

    but dont argue with therespondent and dont

    monopolize the conversation.

    Dont ask leading questions.

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    STANDARDS AND GUIDELINESSTANDARDS AND GUIDELINES

    Validation Interview

    Take notes.

    Summarize.

    Acknowledge the inputs

    and contributions of therespondent.

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    NEXT STEPSNEXT STEPS

    The list of learning needsis rationalized according

    to business prioritiesthrough the preparation ofa training plan.

    The plan is presented andsubmitted to topmanagement for approval.

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    NEXT STEPSNEXT STEPS

    Learning needs analysis must be a

    matter of company policy and as

    such, it must be incorporated inthe companys training manual.

    It must be institutionalized in

    the companys practices with the

    training department as the leadteam to ensure its role in the

    companys business processes.

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    IMPORTANT!IMPORTANT!

    In keeping up with the

    concept of continuous

    improvement (one of the

    tenets of ISO), learning

    needs analysis must be

    done annually.