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Here’s a common workplace situation: A manager senses there’s a performance problem with some of his employees related to a certain task. He wants to resolve the problem, so he heads over to the training department and requests a new training module for such-and-such, hoping to get the employees back on track.
As the training designer, what do you do next? Assess the request and its level of merit? Jump right in and start building? Whether you work in a training department of fifty or one, you should have a solid process in place for handling training requests. Trust me, it will help make your life much easier and, more important, will help you avoid creating unnecessary training.
Collect Information Pertaining to the Training Request
Meet with the training requestor
The first thing you should do is meet with the person who is requesting the training. Don’t take every request for training at face value; you should always meet with the requestor, assess the situation, and reveal the merit of their request by asking them some key questions about their training need.
Have the requestor complete a training request form
One of the best ways to collect information about a training request is through a training request form. Send one to the person requesting the training and have them complete it. Often, simply by answering your questions, a training requestor will realize that training is not the right solution! In other cases, the requestor can’t be bothered to take a few minutes to complete these questions. In either case, you’ve probably saved yourself time and effort.
You want to focus your questions on specific tasks and on how you can observe and measure change in the performance related to those tasks. Here’s an example of a training request form you can send to your stakeholders:
Once you’ve received a completed training request form, your next step is to complete a training needs analysis. This will involve analyzing the specific tasks mentioned in the training request form to identify whether there is actually a performance gap (that is, a difference between expected performance and actual performance). If the answer is yes, you’ll need to identify whether the performance gap can be resolved by training. Training can only resolve a performance issue that’s caused by a lack of knowledge and skills. If the cause of the issue is lack of motivation or capacity, technical issues, or something else, training will not have an impact on the issue.
Here are a few more articles to help you with the training needs analysis process:
Once you’ve identified that there is indeed a training need, you should conduct a cost-benefit analysis to identify your return on investment (ROI) and to develop a training solution. You might discover that a two-hour, level-1 e-learning module won’t give you a good return, but that a simple three-page job aid will suffice and provide a better value. You want to be able to prove that the work you do is worthwhile to your organization and is saving them time and money.
Here are a few key articles to help you demonstrate the value of your training, and calculate its cost-benefit.
So the next time you get a training request, follow these three steps: collect information about the request, analyze the need for training, and calculate the cost-benefit. You’re sure to maximize the effectiveness of your training programs, and minimize the chance of creating unnecessary or unhelpful training for your organization. What process do you follow when you get a training request? Do you do any steps I didn’t mention? Let me know in the comments!
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This is exactly what we are doing in our company, thank you! We are trying to formalize it since no process existed, and it bears striking resemblance to the outline here. Having been in the industry almost 30 years now, I have strong opinions from lessons learned on this topic. One lesson would be to define the number of reviews the SME has and give guidance on what they should focus during the review, else they take every opportunity to make substantive changes up to the very last second. For example, early reviews can have lots of wordsmithing and content changes, but the last review should keep that to a minimum so you can focus on making the course work as intended. I especially make it clear when the technical reviewer should focus on "is the text accurate" instead of changing design elements that might be part of a corporate template, the tool design, or best learning practice. I make sure they understand the limitations of the tool we are using so they realize when they can't add green boxes or curly Qs. Right now this communication is in an email, but I am adding it to an SLA. Another lesson learned is that I hold a meeting to show them what the options are for the solution (if they are given options) and what the tool can do, so they understand upfront any restrictions. It also helps demonstrate the complexity of the software, all the settings that need to be perfect, and how their last minute change can't be done in 30 seconds.
Wow - thanks for taking the time to leave this great, thoughtful feedback Laura. It sounds like you do indeed have a lot of firsthand experience in this area. I couldn't agree more with your ideas for showing them what the software is actually capable of - and making sure they understand the level of effort required to undertake changes, etc. Great advice! Thanks for sharing!
And Laura is spot on about SME reviews. Every project I have worked on the stakeholders (who are usually the SMEs) constantly want to add more content to the build once it has started and the course shell/layout has been approved . It is all about educating the stakeholders at the onset of the project.
Articulate is perfect for rapid prototyping course builds. Once the basic course is built it can be demonstrated (as Laura said above) And I agree it is best to have a SLA in place, I always add a clause about "variations (Additions/ changes) that any will lead to project creep and a risk of delayed delivery. if a change is deemed necessary after initial sign off I create additional documents that outline every change and then progress with the build. It is important to have these variation documents signed by all stakeholders before moving forward. As the old saying goes get it in writing first.
I find what helps too is to have in place a project milestones Gnat chart. I bring it to meetings which helps to illustrate visually how the build is going. If a change is requested it helps to explain why I can or cannot affect the change. I can then explain in terms of hours/days how any change would impact the milestones that follow after the variation. Having a visual reference helps the stakeholder understand the project flow and the 'cause and affect' of unscheduled variations on a delivery deadline.
Thanks for sharing this great article, Nicole. It will be very useful for me as the beginner of instructional designer.
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\n
Here’s a common workplace situation: A manager senses there’s a performance problem with some of his employees related to a certain task. He wants to resolve the problem, so he heads over to the training department and requests a new training module for such-and-such, hoping to get the employees back on track.
\n
As the training designer, what do you do next? Assess the request and its level of merit? Jump right in and start building? Whether you work in a training department of fifty or one, you should have a solid process in place for handling training requests. Trust me, it will help make your life much easier and, more important, will help you avoid creating unnecessary training.
\n
Collect Information Pertaining to the Training Request
\n
Meet with the training requestor
\n
The first thing you should do is meet with the person who is requesting the training. Don’t take every request for training at face value; you should always meet with the requestor, assess the situation, and reveal the merit of their request by asking them some key questions about their training need.
\n
Have the requestor complete a training request form
\n
One of the best ways to collect information about a training request is through a training request form. Send one to the person requesting the training and have them complete it. Often, simply by answering your questions, a training requestor will realize that training is not the right solution! In other cases, the requestor can’t be bothered to take a few minutes to complete these questions. In either case, you’ve probably saved yourself time and effort.
\n
You want to focus your questions on specific tasks and on how you can observe and measure change in the performance related to those tasks. Here’s an example of a training request form you can send to your stakeholders:
Once you’ve received a completed training request form, your next step is to complete a training needs analysis. This will involve analyzing the specific tasks mentioned in the training request form to identify whether there is actually a performance gap (that is, a difference between expected performance and actual performance). If the answer is yes, you’ll need to identify whether the performance gap can be resolved by training. Training can only resolve a performance issue that’s caused by a lack of knowledge and skills. If the cause of the issue is lack of motivation or capacity, technical issues, or something else, training will not have an impact on the issue.
\n
Here are a few more articles to help you with the training needs analysis process:
Once you’ve identified that there is indeed a training need, you should conduct a cost-benefit analysis to identify your return on investment (ROI) and to develop a training solution. You might discover that a two-hour, level-1 e-learning module won’t give you a good return, but that a simple three-page job aid will suffice and provide a better value. You want to be able to prove that the work you do is worthwhile to your organization and is saving them time and money.
\n
Here are a few key articles to help you demonstrate the value of your training, and calculate its cost-benefit.
So the next time you get a training request, follow these three steps: collect information about the request, analyze the need for training, and calculate the cost-benefit. You’re sure to maximize the effectiveness of your training programs, and minimize the chance of creating unnecessary or unhelpful training for your organization. What process do you follow when you get a training request? Do you do any steps I didn’t mention? Let me know in the comments!
\n
Follow us on Twitter and come back to E-Learning Heroes regularly for more helpful advice on everything related to e-learning.
","body@stringLength":"6141","rawBody":"
\n
Here’s a common workplace situation: A manager senses there’s a performance problem with some of his employees related to a certain task. He wants to resolve the problem, so he heads over to the training department and requests a new training module for such-and-such, hoping to get the employees back on track.
\n
As the training designer, what do you do next? Assess the request and its level of merit? Jump right in and start building? Whether you work in a training department of fifty or one, you should have a solid process in place for handling training requests. Trust me, it will help make your life much easier and, more important, will help you avoid creating unnecessary training.
\n
Collect Information Pertaining to the Training Request
\n
Meet with the training requestor
\n
The first thing you should do is meet with the person who is requesting the training. Don’t take every request for training at face value; you should always meet with the requestor, assess the situation, and reveal the merit of their request by asking them some key questions about their training need.
\n
Have the requestor complete a training request form
\n
One of the best ways to collect information about a training request is through a training request form. Send one to the person requesting the training and have them complete it. Often, simply by answering your questions, a training requestor will realize that training is not the right solution! In other cases, the requestor can’t be bothered to take a few minutes to complete these questions. In either case, you’ve probably saved yourself time and effort.
\n
You want to focus your questions on specific tasks and on how you can observe and measure change in the performance related to those tasks. Here’s an example of a training request form you can send to your stakeholders:
Once you’ve received a completed training request form, your next step is to complete a training needs analysis. This will involve analyzing the specific tasks mentioned in the training request form to identify whether there is actually a performance gap (that is, a difference between expected performance and actual performance). If the answer is yes, you’ll need to identify whether the performance gap can be resolved by training. Training can only resolve a performance issue that’s caused by a lack of knowledge and skills. If the cause of the issue is lack of motivation or capacity, technical issues, or something else, training will not have an impact on the issue.
\n
Here are a few more articles to help you with the training needs analysis process:
Once you’ve identified that there is indeed a training need, you should conduct a cost-benefit analysis to identify your return on investment (ROI) and to develop a training solution. You might discover that a two-hour, level-1 e-learning module won’t give you a good return, but that a simple three-page job aid will suffice and provide a better value. You want to be able to prove that the work you do is worthwhile to your organization and is saving them time and money.
\n
Here are a few key articles to help you demonstrate the value of your training, and calculate its cost-benefit.
So the next time you get a training request, follow these three steps: collect information about the request, analyze the need for training, and calculate the cost-benefit. You’re sure to maximize the effectiveness of your training programs, and minimize the chance of creating unnecessary or unhelpful training for your organization. What process do you follow when you get a training request? Do you do any steps I didn’t mention? Let me know in the comments!
\n
Follow us on Twitter and come back to E-Learning Heroes regularly for more helpful advice on everything related to e-learning.
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Member","color":"333333","icon":null,"rankStyle":"TEXT"},"User:user:729983":{"__typename":"User","id":"user:729983","uid":729983,"login":"TammyBartholome","biography":null,"registrationData":{"__typename":"RegistrationData","status":null,"registrationTime":"2014-10-23T00:21:57.000-07:00"},"deleted":false,"email":"","avatar":{"__typename":"UserAvatar","url":"https://api.articulate.com/id/v1/avatars/auth0|ff0285b0-2196-0132-1cb3-22000b2f96a1"},"rank":{"__ref":"Rank:rank:6"},"entityType":"USER","eventPath":"community:rwgqn69235/user:729983"},"ModerationData:moderation_data:1137124":{"__typename":"ModerationData","id":"moderation_data:1137124","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"BlogReplyMessage:message:1137124":{"__typename":"BlogReplyMessage","uid":1137124,"id":"message:1137124","revisionNum":1,"author":{"__ref":"User:user:729983"},"readOnly":false,"repliesCount":1,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Blog:board:articles"},"parent":{"__ref":"BlogTopicMessage:message:1137123"},"conversation":{"__ref":"Conversation:conversation:1137123"},"subject":"Re: Handle Training Requests Like a Pro","moderationData":{"__ref":"ModerationData:moderation_data:1137124"},"body":"
Shared this with my team and I love it. We are building our process now.
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Thanks for sharing with your team, Tammy! #sharingiscaring
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This is a great article! Thank you for sharing!
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Thanks for the lovely feedback, Robert!
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This is exactly what we are doing in our company, thank you! We are trying to formalize it since no process existed, and it bears striking resemblance to the outline here. Having been in the industry almost 30 years now, I have strong opinions from lessons learned on this topic. One lesson would be to define the number of reviews the SME has and give guidance on what they should focus during the review, else they take every opportunity to make substantive changes up to the very last second. For example, early reviews can have lots of wordsmithing and content changes, but the last review should keep that to a minimum so you can focus on making the course work as intended. I especially make it clear when the technical reviewer should focus on \"is the text accurate\" instead of changing design elements that might be part of a corporate template, the tool design, or best learning practice. I make sure they understand the limitations of the tool we are using so they realize when they can't add green boxes or curly Qs. Right now this communication is in an email, but I am adding it to an SLA. Another lesson learned is that I hold a meeting to show them what the options are for the solution (if they are given options) and what the tool can do, so they understand upfront any restrictions. It also helps demonstrate the complexity of the software, all the settings that need to be perfect, and how their last minute change can't be done in 30 seconds.
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Wow - thanks for taking the time to leave this great, thoughtful feedback Laura. It sounds like you do indeed have a lot of firsthand experience in this area. I couldn't agree more with your ideas for showing them what the software is actually capable of - and making sure they understand the level of effort required to undertake changes, etc. Great advice! Thanks for sharing!
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Perfect timing! We are setting up course creation processes right now. This is really helpful.
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Hi All, Thanks Nicole for this great article.
And Laura is spot on about SME reviews. Every project I have worked on the stakeholders (who are usually the SMEs) constantly want to add more content to the build once it has started and the course shell/layout has been approved . It is all about educating the stakeholders at the onset of the project.
Articulate is perfect for rapid prototyping course builds. Once the basic course is built it can be demonstrated (as Laura said above) And I agree it is best to have a SLA in place, I always add a clause about \"variations (Additions/ changes) that any will lead to project creep and a risk of delayed delivery. if a change is deemed necessary after initial sign off I create additional documents that outline every change and then progress with the build. It is important to have these variation documents signed by all stakeholders before moving forward. As the old saying goes get it in writing first.
I find what helps too is to have in place a project milestones Gnat chart. I bring it to meetings which helps to illustrate visually how the build is going. If a change is requested it helps to explain why I can or cannot affect the change. I can then explain in terms of hours/days how any change would impact the milestones that follow after the variation. Having a visual reference helps the stakeholder understand the project flow and the 'cause and affect' of unscheduled variations on a delivery deadline.
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Great comment Carmelo, and good point about a project milestone chart!
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Thanks for sharing this great article, Nicole. It will be very useful for me as the beginner of instructional designer.
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