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The Trainer's Tool Kit PDF

242 Pages·2005·2.109 MB·English
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The Trainer’s Tool Kit Second Edition Cy Charney and Kathy Conway American Management Association NewYork•Atlanta•Brussels•Chicago•MexicoCity•SanFrancisco Shanghai•Tokyo•Toronto•Washington,D.C. ..........................10916$ $$FM 10-21-0407:57:51 PS PAGEi SpecialdiscountsonbulkquantitiesofAMACOMbooksare availabletocorporations,professionalassociations,andother organizations.Fordetails,contactSpecialSalesDepartment, AMACOM,adivisionofAmericanManagementAssociation, 1601Broadway,NewYork,NY10019. Tel.:212-903-8316.Fax:212-903-8083. Website:www.amacombooks.org Thispublicationisdesignedtoprovideaccurateandauthoritative informationinregardtothesubjectmattercovered.Itissoldwiththe understandingthatthepublisherisnotengagedinrenderinglegal, accounting,orotherprofessionalservice.Iflegaladviceorotherexpert assistanceisrequired,theservicesofacompetentprofessionalperson shouldbesought. LibraryofCongressCataloging-in-PublicationData Charney,Cyril Thetrainer’stoolkit/CyCharneyandKathyConway.—2nded. p. cm. Includesindex. ISBN0-8144-7268-0(pbk.) 1. Employees—Trainingof—Handbooks,manuals,etc. I. Conway, Kathy. II. Title. HF5549.5.T7C5412 2005 658.3(cid:1)124—dc22 2004018328 (cid:2)2005CyCharneyandKathyConway Allrightsreserved. PrintedintheUnitedStatesofAmerica. Thispublicationmaynotbereproduced, storedinaretrievalsystem, ortransmittedinwholeorinpart, inanyformorbyanymeans,electronic, mechanical,photocopying,recording,orotherwise, withoutthepriorwrittenpermissionofAMACOM, adivisionofAmericanManagementAssociation, 1601Broadway,NewYork,NY10019. Printingnumber 10 9 8 7 6 5 4 3 2 1 ..........................10916$ $$FM 10-21-0407:57:52 PS PAGEii Contents Preface vii Acknowledgments ix PARTI: TRAININGTODAY 1 Today’s Organizations 3 Today’s Trainers 5 Today’s Trainees 6 Training Trends—Then and Now 9 Learning Organizations 12 Successful Training Criteria 14 PARTII: ALIGNINGTRAININGWITHTHE ORGANIZATION’SOBJECTIVES 17 Linking Training to Business Needs 19 Aligning Trainers with the Organization 21 Training Needs Analysis 23 Designing a Training Needs Analysis 26 Using 360-Degree Feedback for Training Needs Analysis 29 Core Competencies 31 Developing a Training Curriculum 34 PARTIII: MAXIMIZINGTHETRAININGINVESTMENT 39 Budgeting for Training 41 Budgets: Building a Case for More Training Dollars 45 iii ..........................10916$ CNTS 10-21-0407:57:57 PS PAGEiii iv Contents Costs and Benefits of Training 47 Alternatives to Training 50 Stretching the Training Dollars 52 Using Consultants 53 Outsourcing 57 Choosing Facilities 59 Requests for Proposals for Training Services 61 PARTIV: DEVELOPINGTRAININGPROGRAMS 65 Lesson Plan Development 67 Training Program Design 69 Methodology—Choosing the Right One 72 Role Play: Design and Conduct 74 Case Studies 77 Training Materials 78 Simulations 80 Pilot Programs 82 PARTV: DELIVERYOPTIONS 85 Technology: Choosing High-Tech or Low-Tech 87 E-Learning 89 Videoconferencing 94 Self-Directed Learning 96 Computer-Based Training 99 PARTVI: CONDUCTINGTRAINING 101 Preparation for Training 103 Icebreakers 104 Overcoming Nervousness 106 Impact in the Classroom 108 Videos: Using Them to Their Best Advantage 110 Dealing with Difficult Behavior 113 Resistance to Training 116 Keeping Trainees Focused 118 Flip Chart Do’s and Don’ts 121 Overhead Projector Do’s and Don’ts 122 Activities and Exercises 123 ..........................10916$ CNTS 10-21-0407:57:57 PS PAGEiv Contents v Computer-Projected Presentations 125 Presentation Skills 127 Facilitator Do’s and Don’ts 130 Top 10 Tips for Trainers 132 Humor 134 Diversity in the Classroom 136 Post-Course Evaluation 138 PARTVII: SPECIALIZEDTRAININGCOURSES 143 Orientation 145 Product Training 147 Outdoor Training 149 Conferences and Seminars 152 PARTVIII: EVALUATINGTHEIMPACTOFTRAINING ONPERFORMANCEIMPROVEMENT 155 Targeting the Right Results 157 Levels of Evaluation 158 Measuring Training Results 163 Auditing the Training Function 165 Benchmarking 170 PARTIX: DEVELOPINGTRAINERSANDFACILITATORS 175 Train-the-Trainer Sessions 177 Professional Development for Trainers and Facilitators 179 Professional Associations: A Checklist for Selecting and Joining 181 PARTX: SUSTAININGTHEIMPACTOFTRAINING 183 Manager’s Role in Supporting Training 185 Coaching for Skills Development 186 Individual Development Plans 188 The Development Planning Meeting 190 Making the Most of Development Planning Meetings 195 Developmental Learning Activities 197 ..........................10916$ CNTS 10-21-0407:57:57 PS PAGEv vi Contents PARTXI: GROWINGORGANIZATIONCAPACITY 201 Mentoring Best Practices 203 Implementing a Mentoring Program 206 Training and Orientation for Mentors and Mentees 209 Career Planning Programs 211 Promoting Career Self-Management 213 Succession Planning 215 Designing an In-House Succession Program 218 Ten Ways to Take the ‘‘Success’’ out of Succession Planning 221 Energizing High Performers Through Training and Learning Opportunities 223 Index 227 ..........................10916$ CNTS 10-21-0407:57:58 PS PAGEvi Preface E xpectationsabouttrainingpracticesandsolutionshave changed dramaticallyinthepastfewyears.Organizationsregularlyrede- fine the terms success and performance to meet evolving client and employeeexpectations. Atthesametime,thenumberoftrainingoptionsfortransferring learning has mushroomed so that e-learning, distance learning, vid- eoconferencing,andself-directedprogramsarebecomingmorecom- monplaceascomparedwiththetraditionalclassroomsetting. Thetermtrainingitselfhasbeenbroadenedtothemoreinclusive term of learning—denoting a broader base of skill-building opportu- nities through assignments, activities, and focused coaching. This shift has broadened the responsibility for training to include manag- ers, coaches, role models, and mentors as key learning agents. An employee’s manager has the ultimate responsibility for supporting and sustaining development. As a result, skill sets for managers re- flectthisimportantresponsibility. Manyorganizations nowregardtheirsupportforindividualde- velopmentandskillsupgradingascompetitiveadvantagesinattract- ingandretaininghighperformers.Thependingretirementsofmany baby boom employees in the next ten years has necessitated the im- portance of retaining organizational memory and knowledge man- agementthroughsuccession-planningprograms.Atthesametime,a newer generation of workers has been educated and trained differ- ently,therebyrequiringtrainingopportunitiesthatarecustomizedto match learning-style preferences. Both the organization and its em- ployeeswantbusiness-basedoutcomesthatreducecost. Training today is typically not measured as a stand-alone proc- ess. Measures of success are becoming more focused on training’s vii ..........................10916$ PREF 10-21-0407:58:01 PS PAGEvii viii Preface contribution to—and integration with—other human resource prac- tices. Training must create visible bridges between skills building, corecompetencies,andperformancemanagement.Continuouslearn- ingimpliesthattraining’smissionisnottoonlyclosegapsbutalsoto grow organizational capacity by preparing employees for emerging challenges. Today’s trainers (and everyone is a trainer today at some point) inevitably operate in environments that present new challenges and opportunities. Nevertheless, they still must meet standards that have notchanged,suchasengagingparticipants,creatinganenvironment that encourages learning, risk taking, practice, and checking for un- derstanding. Most important, trainers must enhance organizational capacity—onetraineeatatime. Thisbookis forthem. ..........................10916$ PREF 10-21-0407:58:01 PS PAGEviii

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