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The key element, which all Agile frameworks boast, is 20 World View Focus on Slovakia BY NEIL ORKIN
that whatever method you use supports the development 54 Best Practices Micro-Aggressions and
of multiple iterations and constant evaluations in a Phubbing in the Age of FoMO
BY NEAL GOODMAN
short timeframe. BY GAIL DUTTON
56 Learning Matters Navigating Complexity:
5 Ways In-House L&D Pros Can
38 Become More Entrepreneurial
By prioritizing your internal clients’ needs, wants, and
It’s NOT Complicated BY TONY O’DRISCOLL
58 Training Magazine Events The Emotional
Future of Instructional Design
BY PHYLISE BANNER
demands, you can position yourself as an indispensable
in-house training professional. BY SCOTT McKINNEY 60 Trainer Talk Taking Training (and Results) to
the Next Level BY BOB PIKE
64
Talent Tips Maximizing Learning at Work
Holistically BY ROY SAUNDERSON
Last Word Me First Doesn’t Work
BY LORRI FREIFELD BY DAVID McNALLY
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Shall We Dance?
O
ne foot firmly plants. An arm outstretches. Hands clasp. Muscles bunch. A
body lifts and balances. To the audience, the movements are effortless and TRAINING EDITORIAL ADVISORY BOARD
flow sinuously like a river. For the performers, the movements are the result of Brent Bloom, VP, Service Central Operations &
Training, Applied Materials
thousands of hours of practice, training, and sweat.
Vicente Gonzalez, Senior Director, Global Training,
A special performance by dance troupe Pilobolus dur- MAXIMUS
ing our Training Top 125 Gala last month in Atlanta Jim Harwood, former VP, University of Farmers,
reminded me how much learning is like dancing. Both Farmers Insurance
can have elements of push/pull. Both require mental Bruce I. Jones, Senior Programming Director,
agility, commitment, and retention. And for both, the Disney Institute
Nancy J. Lewis, former CLO and VP, ITT
foundation is collaboration and trust.
Corporation, and former VP, Learning, IBM
Those themes ran through our Training 2018 Confer- Marc Ramos, Learning & Development, Google Fiber
ence & Expo and Innovations in Training events, held Ross Tartell, former Technical Training and
in February in Atlanta (see the Show Wrap-Up coverage Communication Manager - North America,
beginning on p. 41), and also are displayed in each of the GE Capital Real Estate
feature articles in this issue. Our cover story, “Partners in TRAINING TOP 10 HALL OF FAME
Learning” on p. 22 looks at how collaborating with the right internal partners Kenneth Barber, Manager, Learning and Development,
within your organization can make the difference between reaching learn- Jiffy Lube International, Inc.
ing—and corporate—goals and falling short. Eight 2018 Training Top 125ers Cyndi Bruce, Executive Director,
KPMG Business School – U.S.
reveal their secrets for successful Learning and Development partnerships.
Laura Byars, VP, Human Performance,
In “Choosing the Right Agile Strategy” on p. 34, Scott Ambler, senior con- Blue Cross Blue Shield of Michigan
sultant for Scott Ambler + Associates, notes, “The primary concept of Agile is Tina Claure, Senior Learning Strategist and Curriculum
collaboration and incremental, evolutionary advances.” Adaptive learning is Manager, Booz Allen Hamilton
another form of the dance, enabling an individualized, contextual approach Gordon Fuller, Global Design & Development Leader,
that focuses on what learners need while directing instructors to where they IBM Center for Advanced Learning
Daniel J. Goepp, Managing Director, Learning
are most needed. Check out p. 30 for three myths that must be overcome before
& Development, PricewaterhouseCoopers, LLP
adaptive learning can be deployed effectively. Glenn Hughes, Senior Director, Learning &
In keeping with this column’s “dancing” motif, I have a few “next steps” I’d like Development, KLA-Tencor Corporation
you to consider: Steve Krupinski, SVP, Human Resources and Facilities,
1. Nominate an Emerging Training Leader: This awards program aims to recognize Capital BlueCross
training professionals who have been in the training/learning and development in- Myra Pettis, Director, Educational Service,
SCC Soft Computer
dustry between two and 10 years and who have demonstrated exceptional leadership
Robin Renschen, Director, Learning and Development,
skills, business savvy, and training instincts. To download the nomination form, McCarthy Building Companies, Inc.
visit: https://trainingmag.com/nominate-2018-emerging-training-leader-today Zach Sumsion, Manager, Learning & Development,
2. Enter the TTVs: Submit a two-minute clip from your best training video to CHG Healthcare
our fifth annual Top Training Videos (TTVs) Awards Program. The Top 3 Train- Rae Tanner, Head, Learning & Development,
ing Videos (in two categories: produced in-house and produced by a professional University of Farmers, Farmers Insurance
Lou Tedrick, VP, Global Learning & Development,
video company for a client) selected by our panel of expert judges will be shown
Verizon
at Training’s Online Learning Conference (OLC) 2018 to be held October 8-10 Stacia Thompson, Director, Keller Williams University,
in Chicago. The 6 TTV finalists will each receive a free OLC 2018 registration. Keller Williams Realty, Inc.
To submit, visit: https://www.onlinelearningconference.com/2018/abstract_form.cfm Nicole Roy-Tobin, Managing Director - Talent
3. Participate in Training’s 34th Annual Salary Survey: See how your salary Development Strategy & Innovation, Deloitte Services LP
benchmarks against those of your peers and the industry. To take the survey, visit: 2017 TOP 5
https://www.surveymonkey.com/r/Z5H36BG EMERGING TRAINING LEADERS
K4H4=L-KNO-HL>Q-L=- H
As Lee Ann Womack’s song goes: “And when you get the choice to sit it out or Tina Claure, Senior Learning Strategist and Curriculum
dance…I hope you dance.” Manager, Booz Allen Hamilton
Robin Jussila, Training Manager, Music & Arts
Jennifer Schoborg, Former Senior Manager, Client
Service Quality & Learning Operations, Paycor
Aaron Searcy, Senior Consultant, Curriculum Design,
CVS Health
Samantha Wilson, Senior Manager, Training and
Lorri Freifeld Development, Dollar General Corporation
[email protected]
4 | M A RC H /A P R I L 2018 training www.trainingmag.com
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news, stats, & business intel by Lorri
by Lorri
Freifeld
Freifeld
Products & Services >> Trust AND Verify >> Tech Talk p. 8
Think Like an Online Product Company and cost projections, team and operations re-
sources, e-commerce strategy, positioning, and
By Furqan Nazeeri, Partner, ExtensionEngine unique differentiators.
2. Create the organizational structure, deter-
EVERY DAY, WE SPEAK TO CORPORATIONS, nonprofits, and universities look- mine processes, and secure the resources.
ing to put their training or education online with the goal of generating 3. Articulate your “product” strategy to ensure
revenue, creating impact, or influencing target audiences. People usually the course, training solution, or certificate pro-
anchor their thinking to their existing in-person offerings and ask, “How gram is designed to be unique and specific to
do we create an online course?” what your market wants.
But that’s not the right question to ask. You are creating an online product 4. Determine your learning platform—the cen-
terpiece of your business. Don’t just
Productivity Coach’s Corner jump to a learning management
system (LMS) solution designed
By Jason W. Womack, MEd, MA
www.twitter.com/jasonwomack | www.WomackCompany.com/speaking for internal online learning. Think
about a solution tailored to your
3 Kinds of Mentors You Never Thought About learners, your vision, your business
plan. Do you think Amazon uses an
How will you grow your career from where you are to where you want
off-the-shelf e-commerce platform?
to be? This month, meet with three mentors and focus on just ONE
question: “How did you get to where you are?”
Of course not. Organizations such as
The Mentor You Know: This could be a The Mentor You Won’t Know: Think of Amazon don’t believe they putting
former manager, a colleague, or someone someone from history. Great people have offline products online; they believe
you look up to in your community. Think of lived and died. Don’t let that stop you from they are online businesses.
someone who will answer your text or meet learning from them! Choose an icon in your 5. Ensure you have complete control
you for coffee. Ask them to tell you their industry, someone you look up to. Find a over the process and end product.
story, and as you listen, wonder how you can biography, a documentary, and a Website 6. Closely monitor progress and user
emulate what they did. about that person and spend three to five experiences to ensure your product is
The Mentor You Don’t Know...Yet: Who hours this month learning about him or meeting their needs.
is out there doing what you’d like to do her. Ask: How did they get from where they
Bottom line: It’s essential that you
and who has a little more than you? Follow started...to where they ended?
revisit every aspect of your business
them on social media. Subscribe to their A year from now, you’ll be somewhere else,
e-newsletter. Watch their videos online. As
to ensure your online offerings truly
doing something different, working with new
you learn about them, discover something engage your learners. Otherwise, you
people and teams. Meet your mentors, ask your
specific you can model after starting now. are setting yourself up for disappoint-
question, and be prepared to grow!
ment before you even begin.
TO SUBMIT NEWS, research, or other Training Today tidbits, contact Editor-in-Chief Lorri Freifeld at [email protected] or 516.524.3504.
6 | M A RC H /A P R I L 2 0 1 8 training www.trainingmag.com
Partnerships&Alliances
www.trainingmag.com training M A RC H /A P R I L 2 0 1 8 | 7
Products&Services
FRONT-LINE MANAGEMENT 101
>> Google.org rolled out the first of
its Grow with Google initiatives with
the launch of the IT Support
Professional Certificate exclusively on
2018 Leader Resolution #2: Trust AND Verify
By Ashley Prisant Lesko, Ph.D.
Coursera. This credential is the first of
its kind to be offered through a Being a manager means protecting your disappointed. Why not trust us with
massive open online platform. The team from certain interactions from the information—when they trusted
certificate program provides a direct above—removing red tape so they can us to run the company?
pathway to jobs—learners who get their jobs done. Each employee on As a manager, it can be hard to
complete the six courses in the your team was hired to do something trust your people. You may feel you
certificate will be able to use specific for the company. Give them can accomplish tasks faster and/or
Coursera’s platform to share their latitude to do so—and trust they under- better. Instead, you need to lead…
information with companies such as stand and support the business. and develop your team. Give them a
Bank of America, Walmart, GE As a mid-level manager at a large chance to make a mistake—it helps
Digital, PNC Bank, Infosys, company, I once found out that them learn. Don’t forget, however, to
TEKSystems, and, of course, Google. the business was being sold…from verify their information. Trust them
an online news article. The senior by communicating clearly what you
>> A new mobile app, “Be A
leaders of the company did not trust need. If they don’t get it right, make
THINKing Partner,” teaches how to
their managers enough to share the a resolution to find out why: It could
help others make better decisions by
information. As a result, the facts have been a misunderstanding on
listening and asking thoughtful, active
emerged through other sources. either side. Resolve to find out and
questions. Developed by the
My peers and I were confused and trust your team.
leadership experts at 2-Way
Communications, this tool
demonstrates how to think through
situations and talk through ideas.
>> OneSmartWorld, a Canadian 21st >> BeBop Sensors, Inc., a leader in now have access to AI-powered
century skills company, launched the smart fabric sensor technology, unveiled productivity tools, in-depth insights, and
newest online versions of the 4D-i the one-size-fits-all Forte Data Glove, data stored in the cloud all in a single
(4 Dimensions of Intelligence) and the which incorporates haptics, wireless interface.
Smarter Meetings collaboration technology, and accurate rapid sensing
>> Pinsight, a global talent
accelerator. The 4D-i is part of a tool for gaming and augmented and virtual
management software-as-a-service
kit that helps people and teams get reality.
company, released its new Leader
work done, effectively and efficiently, >> SMK-Link Electronics, owner of Readiness Platform, which allows
by mastering a common language and Gyration and a subsidiary of SMK companies to develop, evaluate, and
collaborative thinking skills, while Electronics Corporation U.S.A., launched track employees’ leadership skills every
fostering overall cohesion and a new Gyration input device: the Air day. The platform is built around virtual
engagement. Mouse Presenter. Powered by Gyration’s simulations and customized daily
>> Stanford Graduate School of motion-sensing technology, Air Mouse exercises delivered by smartphone app.
Business unveiled its new executive Presenter is both a PowerPoint remote
>> Time to Know, a provider of next-
education course: Big Data, Strategic control and an “in air” handheld mouse–
generation education technology
Decisions: Analysis to Action. Tailored enabling presentations and computer
solutions, launched T2K Echo, the
for senior-level executives, the course control from anywhere in the room, plus
company’s new blended learning
provides participants the framework, clickable access to hyperlinks and other
technology solution. T2K Echo is an
tools, and confidence to ask the right interactive elements within slides.
active learning environment featuring
questions, interpret analysis, and use >> Zoom.ai, a chat-based productivity social engagement and human
both to transform data into strategic solution, announced the integration of its interaction for the learner while providing
decisions. The five-day course will be AI-driven automation platform with an array of actionable insights and
held August 5-10, 2018, on the Microsoft Teams and Office 365. Users analytics for the trainer.
Stanford campus. The application
period is open until June 22, 2018.
8 | M A RC H /A P R I L 2 0 1 8 training www.trainingmag.com
Our line of leadership tools focus on
understanding, preparing, and developing your
talent to achieve organizational success whether
it’s a company-wide change, an individual’s
influence style, or effective decision-making.
F
or the last 50 years, I have been actively The U.S. Chamber of Commerce estimates a
engaged in workforce development as a loss of $26,000 per vacant job in profit or pro-
provider, researcher, consultant, and au- ductivity for a business. This represents an
thor. It has been a wild ride since 1968! Now we overall $234 billion loss to the U.S. economy.
are at another major tipping point on this journey. The massive U.S. demographic shift and the
Training magazine’s 2017 Training Industry Re- increasing educational demands caused by the
port (Training, November/December 2017) showed introduction of advanced technologies across
that U.S. businesses made an unprecedented $23 every business sector will continue to energize
billion increase in worker training in the last year. more business investments in worker training. If
Total expenditures rose from $70.6 billion to $93.6 this high level of investment is not sustained, it is
Edward E. Gordon,
billion or 32.5 percent. This is by far the largest likely job vacancies may rise from today’s 9 mil-
annual increase reported since 1985. Since 2011, lion to 14 million by 2022.
Ph.D., is president
business investment in training and development
and founder of
grew by more than 50 percent. (See chart.) THE BUSINESS CYCLE
Imperial Consulting
OF TRAINING AND DEVELOPMENT
Corporation. He EXPENDITURE CHANGE Between 1966 and 1988, training and work-
is the author of Decade ($Billions) In $B Percent place education underwent a fundamental shift.
“Future Jobs: Solving 1980s $25.6 to $45.5 +$20 +78% Computer-assisted training, which first was
the Employment introduced in “learning labs,” became the busi-
1990s $43.2 to $62.5 +$19.3 +45%
and Skills Crisis” ness response for addressing the need to reskill
(Praeger, 2018 new 20000s $54.0 to $52.8 -$1.8 -7% employees. But during the early 1980s, many or-
paperback edition) 2011-2017 $59.2 to $93.6 +$33.9 +56.7% ganizations began to recognize the limitations
and many other labor Source: Training magazine Training
of stand-alone computerized training. A human
studies on the U.S. Industry Reports 1985-2017 trainer was needed to guide, coach, and motivate
individualized learning. Management response
workforce. Visit www.
With more than 9 million vacant jobs across the to training proposals began to shift away from:
imperialcorp.com for
U.S. economy, companies are beginning to radical- “What do you think this business is—a school?”
more information.
ly rethink their investments in worker training and Gradually, larger organizations began establish-
education. The first paragraph of the December 8, ing Training departments that offered in-house
instruction using training designers and profes-
sional trainers. During the 1980s, U.S. businesses
In 2018, we are returning expanded their training investments by 78 per-
to a training cycle similar cent to more than $45 billion. (See chart.)
By 1990, the workplace learning revolution
to those of the 1980s was popularized by Peter Senge’s seminal book,
“The Fifth Discipline.” American senior man-
or the early phase of the agement began to embrace investing in their
industrial revolution. human capital—corporate universities prolif-
erated and “lifelong learning” and the “learning
organization” became business buzzwords. By
2017, issue of the Kiplinger Letter stated: “Busi- the decade’s end, training expenditures had in-
nesses are turning to a new strategy: train the creased 37 percent to more than $63 billion.
workers they need themselves.” However, by the mid-1990s, a dramatic policy
10 Reasons Videos
and Visual Content
Optimize Onboarding
Instructional videos, charts, and graphics improve memory
retention; help foster creativity; eliminate recurring questions;
and save time. BY MATT PIERCE
T
he first few days at a new job often are a good first impression, too.
called “orientation,” and with good rea- Videos and other visual content can be a cure
son. It’s a time when new employees learn for most of these onboarding ills. Visual content
the lay of the land, including the company’s core addresses several challenging parts of the on-
values, the systems they will use every day, and boarding experience, making the process more
where the restrooms are located. Without a good fruitful and less stressful for everyone involved.
“map,” this onboarding process can be bewil- Instructional videos, charts, and graphics im-
dering. Even worse, your company can create a prove memory retention; help foster creativity;
bad first impression. eliminate recurring questions; and save time.
Unfortunately, many companies treat But that’s just the tip of the iceberg. Here are 10 rea-
onboarding as an afterthought. When an orga- sons videos and other visual content can help your
Matt Pierce is
nization comprises 100; 1,000; or even 10,000 organization optimize its onboarding process—and
Learning & Video
people—sometimes spread across several states even benefit your existing employees.
ambassador at
1. Visual content helps your employees
TechSmith Corp., a retain what they learn: Visual content is
visual communica- The first few days at a new job efficient and effective. While research sug-
tion company that
empowers people to
is a time when new employees gests that the average worker remembers
just 30 percent of what he or she read (http://
create remarkable learn the lay of the land, creately.com/blog/how-to-increase-work-
content to share place-productivity/), a combination of text
knowledge and infor-
including the company’s core and images can increase information re-
mation. A graduate of values, the systems they will tention and comprehension by 50 percent.
What’s more, the human brain can process
Indiana University’s
School of Educa- use every day, and where the visuals at astonishing speeds: up to 60,000
times faster than the same information
tion’s Department of restrooms are located. Without conveyed by text (http://creately.com/blog/
Instructional Systems
Technology, Pierce a good “map,” this onboarding how-to-increase-workplace-productivity/).
2. Visual content helps employees learn
has more than 10 process can be bewildering. and review things on their own time:
years of experience Many new employees join the workforce
working in Learning Even worse, your company can right out of school. These younger work-
and Development
with a focus on visual
create a bad first impression. ers already know and use visual learning
tools. A growing number of high schools
instruction. He has and universities use videos and other
directly managed the or continents—important on-the-job instruction forms of interactive visual content as part of the
training, user assis-
can be hard to obtain. New employees may not core coursework. Students expect these kinds of
know the appropriate contact for certain ques- learning aids, and they appreciate that this type
tance, video, and other
tions. They simply may be too embarrassed to of content helps them absorb information quickly
teams for TechSmith.
ask other questions. After all, they want to make and efficiently at any time.
M
arketing is one of those business skills that a single manager’s request, we jump into action.
appear to have eluded many of us in the We begin an assessment to determine whether or
Learning and Development (L&D) field. not the non-performance is a training issue. We
It’s one more thing to do. It’s a bit mystical. And use tools such as performance analysis, target
besides, who has the time? population analysis, goal analysis, task analy-
The reality is we already possess all of the skills sis, etc., to help separate the training needs from
necessary to be good marketers! We just need to the organizational or environmental issues that
Melissa Smith and fine-tune our focus a bit because at the heart of are preventing desired performance. We partner
Maria Chilcote, marketing are two basic strategies: with management throughout this process not
managing partners of 1. Know your target audience only to learn from them but also to educate them
The Training Clinic, 2. Build relationships throughout the about the root causes and possible solutions for
have combined
organization non-performance. In other words, we help them
That’s it! move beyond “training” as the only answer when
60-plus years of expe-
Well, there is a bit more. Let’s take a look at what addressing performance needs.
rience in the Learning
we inherently do as L&D professionals and how we Tweaks we can make…
and Development field. can easily tweak this to up our marketing game. Compared to what we currently do, taking a
Their core business of marketing approach to know our target
training trainers and audience is a more proactive one.
managers in all When marketing the L&D Although there are people in the orga-
aspects of the L&D nization who approach us (or come to
ecosystem has function, when making sure us when their pants are on fire) to “fix”
provided them with a the organization knows who performance problems, there are many
others in the organization who don’t
first-hand look at the
impacts and chal- we are and what we can do know what we can do for them. In fact,
we probably never cross their mind when
lenges of meeting for them, we need champions performance problems arise.
the varied training
and performance of training! To reach these folks, we need to dig a bit
deeper. We need to make sure they know
needs throughout the who we are before they know they need
organization. They are Remember, the objective is to have our marketing us. Their situation is a frustrating one. They have
passionate about maxi- efforts be seamless with what we do every day. As a performance problem but don’t know what to do,
mizing performance you’ll see, we really are accidental marketers! so they try and solve it on their own. And the out-
through collaboration, come is sometimes not a pretty one!
sharing, and growing KNOW YOUR TARGET AUDIENCE So we need to discover the goals and aspirations
across the industry What we currently do… of these folks, as well as their headaches and pain
as illustrated by their As instructional designers and facilitators, we points. For example, an IT department may seek
motto, “We are all on constantly are assessing our audience and deter- to decrease the number of calls to the help desk
this journey together!”
mining their training needs. Whether the request and the amount of times they retrain on systems
for training is initiated by upper management or or processes. Their headaches and pain points
I
n 2015, Training magazine published an article resources, logistics, and project plan
about the importance of project management as s 7ELL
DElNED OUTCOMES WITH SUPPORT AND
part of a trainer’s responsibilities. In that article, buy-in from key project stakeholders
Wolters Kluwer Global Vice President of Talent s !PPROVAL TO PROCEED
Development Katie McSporran noted, “Wheth-
er the initial request is for a needs assessment, INITIATE
training/talent strategy, training program/curri- Now you’ll need to create the implementation team,
cula, implementation support, and/or performance with guidance from the sponsor. Great teams have
consulting, project management is a fundamental the necessary technical competence, or access to the
competency for scoping and planning the work, specialized knowledge, to move the project ahead. In
Ross Tartell, Ph.D., gaining alignment on approach and commitments, addition, team members need organizational per-
is currently adjunct and managing expectations” (https://trainingmag. mission to dedicate the required time, and must have
associate professor com/trgmag-article/accidental-training-manager). the motivation and teamwork skills to work together.
of Psychology and Things haven’t changed since 2015. Great ex- The second step is team chartering and launch.
Education at Colum- ecution saves time and money—and increases The project team needs to understand and com-
bia University. Dr. performance. Here’s how it’s done: mit to the project goals, team roles, and the rules
The typical training project has four steps con- governing how to work together. Common tools
Tartell also consults
nected by feedback loops that help you recalibrate used in this phase are the GRPI Model (Goals,
in the areas of learn-
any of the previous steps: Roles, Processes, and Interpersonal Relationships)
ing and development,
to help diagnose issues affecting team performance,
talent planning, and and the RACI Chart (Responsibility, Authority,
organization develop- Consulted, Informed) to clarify roles and decision-
ment. He received his making responsibilities. (Visit www.trainingmag.com
M.B.A. in Manage- for my How-To articles on these topics.)
ment and his Ph.D. PLAN This stage also includes any needed revision of the
in Social Psychology Good up-front planning ensures that the project project plan, based on feedback gathered during
from Columbia Uni- is focused on a realistic solution and defines the team creation and project launch.
versity. He formerly boundaries of the effort, minimizing the “scope
served as Technical creep” that is a common pitfall. The planning phase IMPLEMENT
must answer the following questions: There are three keys to success in this stage. First, an
Training and
s What is the project rationale? What prob- operating rhythm helps the team know when they
Communications
lem or opportunity will the effort resolve will meet, how to conduct meetings, and what they
Manager – North
or achieve? What are the project goals/ will do to execute the plan. Second, contingency
America at GE deliverables? Are the deliverables to provide planning keeps critical milestones under control
Capital Real Estate. information, give a recommendation, or when inevitable problems arise. Third, stakeholder
implement a solution? analysis enables the Training professional to focus
s Who is the client/sponsor? Who gives ap- communications and manage politics.
proval and what is the approval process? Who
are the stakeholders affected by this project? WRAP-UP AND EVALUATE
s When does the project need to be finished? Conduct a project briefing with the project spon-
What is the sequence of project steps and mile- sor and client to review the project purpose,
stones that create the project plan and calendar? outcomes, follow-on actions, and lessons learned.
s What resources, such as people, budget, and Also reallocate remaining resources and inform
other assets (e.g., meeting space, technology, key stakeholders of the final project status.
outside expertise), are needed to ensure success? Project management is a critical skill for the train-
Planning stage outcomes are: ing profession. It enables us to create the solutions key
s )DENTIlCATION AND AGREEMENT ON THE to the success of the organizations we support. Q tt
October 8 (pm) – 10
McCormick Place West
Chicago, IL
Co-Located Events:
Innovations
“I was really grateful to have “The speakers are there solely “This was my first time
such an exciting experience to impart their knowledge attending Training’s
meeting my peers in other and experience, not to give conference and I was
organizations as well as you an infomercial about impressed with all the
experts in the field. The their company or product. presenters. It’s such a great
connections I made have I was able to immediately conference, not just for the
already made an impact to use the skills and practices tips and industry updates, but
the work I do and the learning that were discussed and for conceptual background on
professional I am.” demonstrated. It was a great how to teach information to
Kristie Mubarak, Senior Training individualized adult learning learners and have them retain
Analyst, Whirlpool Corporation experience.” what they’ve learned.”
Anthony DiMartini, Sr. Training Ashley Berry, Paralegal Specialist,
Specialist, MKS Instruments Nationwide Insurance Company
www.OnlineLearningConference.com
world view
Focus on Singapore
Western trainers will find Singapore welcoming to outside professionals,
but local customs and social structures should be respected for training
to be effective. BY LILY KELLY-RADFORD, PH.D.
S
ingapore is a choice assignment for government-owned organizations is significantly
Western Learning professionals for sev- different than in the U.S. Government work often
eral reasons. The democratic city-state has higher status and salaries than commercial
enjoys mild equatorial weather, and the enterprises. Singapore’s airline is government
business climate is welcoming to Western profes- owned, and there are many hybrid, semi-national
sionals and academics. The cultural experience enterprises. But entrepreneurial principles also are
on the ground is rich and varied with a global valued, even in state-led organizations.
outlook. English is the common language of com-
merce. It’s an easy place to feel safe as a foreigner. CULTURAL CONSIDERATIONS
Singapore’s leadership is committed to making Cultural diversity is evident throughout
Lily Kelly-Radford, the city a center of the Asia-Pacific region, recruit- Singapore, but the Chinese family structure
Ph.D., is a psychologist, ing talent from within the region to work in one of prevails in many ways. Students often live in multi-
executive coach, and the most affluent economies in the world. generational and physically smaller homes. Prop-
leadership development Learning, with an eye on meritocracy in the erty in the crowded city is expensive. Commutes
consultant. She is a workplace, is highly valued. As the nation’s econ- in heavy traffic to less expensive housing can affect
partner in Executive
omy currently is slowing down, organizations and promptness and cause training start time delays.
personnel are eager to stay competitive. Singapore When Skyping from New York at 9 a.m., it’s good
Development Group.
may not lead in innovation, but it does set the pace to be mindful that it is 9 p.m. for a Singapore pro-
in terms of business processes and attracting talent fessional who possibly is calling in from a house or
to stay at the top of its game in tourism, refining, apartment with elder relatives and young children
retail, and technology. who may be sleeping. While Asians often speak in
That said, there are inconsistencies in the softer tones than their Western colleagues, don’t
workplace—e.g., leadership is still male dominated— confuse a working father’s quiet presence as “not
that affect training and development. Westerners speaking up.” He’s probably just mindful of his
who have become used to flat corporate structures kids’ bedtime.
will notice elements of hierarchy that keep the C-suite Multi-generational living has advantages as child-
aloof from the rank-and-file. “Skip interviews” in care usually is managed with the help of older
which employees meet with their boss’ bosses, now family members. This can be a big advantage for
women professionals in Asia.
but it does set the pace in terms of Sharing—housing, domestic duties, food,
etc.—is a dynamic unique from the West
business processes and attracting talent that affects the routines of the office and is
highly observable in the custom of eating
to stay at the top of its game in tourism, groups, which are strong social “real-
refining, retail, and technology. ity testing” groups that provide belonging
and social support.
As a foreigner, you may be brown bag-
common in the U.S., are not practiced here. ging at your desk—if not enjoying a solo spree on
Singapore professionals value Western trade, but any street of amazing restaurants—but you prob-
don’t expect any special deference to your aca- ably won’t be invited to a group. Eating groups are
demic credentials just because they’re American from three to seven colleagues who go out every
or European. There is a sense of pride and a pref- day over the years and provide both support for
erence for the region’s own universities. one another and also a break from the office. You
The blend of private, publicly traded, and must be invited to a group based on common
Photos ©Disney
Focus on Slovakia
Training programs that run from two days to a week are popular in
Slovakia. The most requested topics are: technical training, sales and
marketing, and customer service. BY DR. NEIL ORKIN
W
hen your company tasks its leaders to reach a corpo-
rate goal, such as moving products to market faster or
reaching out more effectively to Millennial consumers,
what is the Learning team’s role? Your goals are nearly
always tied to that of the company’s other departments, with everyone
working to serve the company-wide initiative. It only makes sense to look
for internal partners to build support for the programs you create. Savvy
Learning groups have a process in place to ensure they reach out to others
across the company to build support for the work they do.
Stakeholder Support
At Training Top 125er Choice Hotels, after initiatives are identified, the Learning
team gathers specific feedback from those who will be the target audience for the
learning opportunities, explains Director of Learning & Development Karyn Ed-
wards. As an example, she points to when the company’s Leadership Foundations
O
rganizations today are struggling benefit from courses that are offered in many
to figure out how to create a well- different ways, partly for convenience, and more
rounded, all-inclusive approach importantly, for knowledge retention. Presenting
the content in more than one form gives learners
to learning that appeals to multiple gener-
more of an opportunity to assimilate the content.
ations of learners and makes the learning
stick. An ideal holistic approach to learn- Offline, Online, and Beyond
ing might include: Some companies find that courses that start by
s Innovative learning through a blend of tra- being delivered in a traditional, live format can
ditional classroom, virtual classroom, and be augmented by additional online content and
Web-based (on-demand) modalities, as well technological support. Training Top 125er Bank-
as performance support through multimedia, ers Life and Casualty has found it useful to do
mobile-accessible digital assets. just that, says Director of Learning Management
s Everyday learning through job experiences, Mike Catania, who points out that the compa-
feedback and coaching, and peer-to-peer social ny’s mostly field-based workforce benefits from
collaboration, as well as by training engagement a multifaceted approach. He points to the com-
managers and performance managers on effec- pany’s Life Certification Program (LCP) as an
tive coaching and feedback. example. “This was a live classroom-based train-
s Independent learning, where Learning and Devel- ing program we transitioned into a virtual format
opment (L&D) encourages professionals to take with some live post-session field support. This
responsibility for their ongoing development. program is 11 sessions, spanning 11 weeks, with a
Many companies today offer both recorded new topic of focus each week,” he says.
and live e-learning, and many of those same Focus group respondents spoke highly of
companies offer learning live in a traditional, LCP, reporting that it was a “phenomenal” and
off line classroom environment. But how many “must-have” training, with 96 percent report-
offer the same course in both modalities, as ing in surveys that they will be able to apply the
well as make the content for the course avail- knowledge and skills learned in LCP to selling
able on learners’ mobile devices? life insurance in their business.
Companies are finding that learners increasingly The classroom-based elements alone of Bankers
O
rganizations hold up Amazon’s cus- can analyze to improve their own courses.
tomer experience as the Holy Grail However, before adaptive learning can be deployed effective-
ly, three myths must be overcome.
for adaptive learning, but relatively
few have developed a similar expe- Myth 1: Adaptive learning
rience for their employees. Adaptive is always computer-based
learning is an educational method that uses interac- Adaptive training at Parexel, a global contract research organi-
tive teaching devices and orchestrates the allocation zation, relies on close interactions with L&D and with learners’
of human and mediated resources according to the supervisors. Currently, Parexel only uses adaptive learning to
train the clinical research associates (CRAs) who monitor
unique needs of each learner.
clinical trials to ensure that trial protocols are followed and
Integrating adaptive learning is more of a cultural challenge that documentation is appropriate and up to date. Approxi-
than a technological issue. Like anything new, it can seem mately 60 percent of CRA training is online and 40 percent is
threatening to trainers and learners alike, who fear the re- face to face. Eventually, it will be rolled out to other learners.
moval of experts from the classroom. But contrary to those “The CRAs usually have scientific backgrounds, but we must
fears, adaptive learning enables an individualized, contextual provide training regarding regulatory requirements that vary
approach that focuses on what learners need and directs instruc- country by country,” as well as trial protocols that vary accord-
tors to where they are most needed. It also provides a new data ing to the pharmaceutical product and the trial sponsor, says
stream that Learning and Development (L&D) professionals Albert Siu, Ph.D., corporate VP, L&D, Parexel. Some conflict
Solutions
EHS Sustainability
ULehssustainability.com
CHOOSING
THE RIGHT
AGILE STRATEGY
The key element, which all Agile frameworks boast,
is that whatever method you use supports the development
of multiple iterations and constant evaluations in a
short timeframe. BY GAIL DUTTON
terms and also enabled rapid course corrections from the oth-
er disciplines in the room. QUICK TIPS
Daily presentations enhanced continuity from module to t$IPPTFBO"HJMFGSBNFXPSLUIBUTFFNTUPmUZPVSHPBMT5IFO
module, too. What stood out most, Sunderman says, was NPEJGZJUBTOFFEFE
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the way the groups revised content based on real-world situ- NFUIPET
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this,’ but the Safety department would say, ‘No,’ and show FODFUPGPSNBMGSBNFXPSLTXPSLTGPSUIFTJUVBUJPOTGPSXIJDI
a different method. Together, they’d develop a safe solution UIFZXFSFEFTJHOFE
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that worked in the real world.” OFFEUPUIJOLUIJOHTUISPVHI%PXIBUNBLFTTFOTFGPSZPV
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tomorrow. This involving planning for any adjustments and JOHnFYJCJMJUZGPSUIFNUPFWPMWFBTUIFVOEFSTUBOEJOHPGUIF
ensuring each team had the time and tools it needed. QSPKFDU
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manager used a Kanban board to track workflow. “That way, VTFBDPNNPOUFNQMBUF
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says. This will help the modules flow together. He also ad- CVSFBVDSBDZGPSSBQJE
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vises considering which devices learners will use to view the
content. The construction maintenance team worked from
tablets in the field, so that was the technology platform the Preparing the Agile Mindset
development team used. “The biggest issue for any Agile approach is the mental
For any Agile approach to work optimally, have the right preparation of the company,” Lopes says. This involves a
people on site. “Some SMEs want to phone in comments. That willingness to change, and to trade a certain amount of bu-
only works if they’re ready at the moment they’re needed and reaucracy for rapid, responsive development.
have good video access,” Sunderman says. Otherwise, reviews Transitioning from a sequential waterfall approach to Agile
take longer and the creative spark wanes. can be challenging, particularly for project managers, Ambler
In addition to SMEs and the L&D team, he also advises adds. “They like predictability, but Agile is very flexible.” To
having a strong flow manager on site. This person’s role is to embrace the rapid iterations such flexibility enables, they must
keep the development teams on track and coax the groups be able to sever themselves from the overburden of bureaucracy.
that want to do more—and there’s always one, he says—to Some find this threatening, he says.
share their work. To help with the transition, Lopes advises defining the early
requirements thoroughly while maintaining flexibility
for them to evolve as the understanding of the project,
market conditions, or priorities change. Developing the
requirements just before each new iteration allows the
project to evolve despite changing circumstances. “The
main principle is to embrace change,” Lopes stresses.
Ultimately, the choice of an Agile framework is less
important than the use of one. When making your se-
lection, choose a framework that seems to fit your goals.
Then modify it as needed, blending the best aspects of
multiple methods, as well as best practices and your
own experience. When you do this, you will have an
Agile framework that’s effective and efficient for your
specific needs. The key element, which all Agile frame-
works boast, is that whatever method you use supports
the development of multiple iterations and constant
evaluations in a short timeframe. Qt
Throughout the week-long development cycle of For more information on Agile methods, read the Training Top 10
Verizon’s OPT Groom construction maintenance Hall of Fame white paper, “Turning on a Dime with Agile Learning
training program, the project manager used a Design,” at: http://whitepapers.lakewoodmediagroup.net/
Kanban board to track workflow.
content/turning-dime-agile-learning-design
he 21st century work- In the face of shorter job tenures and increased outsourcing, how can
T force is becoming more internal Learning and Development (L&D) professionals stay valuable
and competitive? Here are five tips from external training consultants
temporary and fluid: for how to remain indispensable to your internal training clients.
Forbes predicts that 34
percent of workers will 1. See yourself as an internal consultant, rather than as an
employee. Develop the mental traits of a successful entrepre-
neur, advises Dr. Richard MacKinnon, occupational psychologist and
freelance by 2020, and 91 percent
managing director at WorkLifePsych. Focus on maximizing the benefit
of Millennials expect to stay in a
you bring to your internal clients, while minimizing your use of time,
job for less than three years. money, or other company resources. “The easier thing for L&D pros
ENGAGEMENT SPONSOR
FOUNDRY 45
The Business VR Leaders
Visit www.TrainingConference.com to learn more about Training 2O19 Conference & Expo in Orlando, FL.
TRAINING
TRAINING 2018 WRAP-UP
2017 SHOW
Attendees drew energy from the blue waters SHOW
of San Diego Harbor and made their own
waves during the keynote session (below).
WRAP-UP
Training
in Hotlanta
The Training 2018 Conference & Expo ignites participants’ passion
for learning and making connections. BY LORRI FREIFELD
A
few days of rain did not dampen the enthusiasm of the 2,000 increased their knowledge and skills in
Learning and Development (L&D) professionals who attended the 100-plus breakout sessions, 11 certificate
Training 2018 Conference & Expo held February 12-14 in Atlanta. programs, 16 hands-on clinics, and 23
Indeed, the passion for learning burned brighter than the sun ever could. sponsored sessions. They found out
From the fierce competition during the Not-So-Trivial Pursuit about the latest and greatest products
Opening Reception to the hands-on Training Technology Test Kitchen and services from nearly 100 exhibitors in
demos, Sewa Beats drum the Expo Hall. Last but not least, Training
session, Lightning Shares, and 2018 featured a brand new leadership
Second City Works improv track and another full-day special event in
workouts, attendees gave it partnership with Duke Corporate Education, then continued on for
their all. They gained insights two more days with the Innovations in Training event.
from five game-changing Keynoter and Jeopardy! champ Bob Harris shared his secret for
keynoters, including a special retaining copious amounts of knowledge (think review, renew, and
creative performance by dance reward). Hopefully, Training 2018 attendees will spread those tips
troupe Pilobolus (see p. 42 for and others gained at the event throughout their organizations and
keynote quotes). They keep the learning fires burning hotter than ever.
Attendees kicked
off the first keynote
session with a wave.
An attendee takes a
Warming up the crowd for virtual reality spin in the
some Second City Works Training Technology
improv at the Expo Stage. Test Kitchen.
These attendees are Lunch is the perfect time
on the same page to compare notes and
when it comes to make new connections.
books on training.
Hagerty for
WellSpan Health Automotive Iron Mountain for
for New Employee Best Buy for Enthusiast Driver Growth and
Orientation In-Home Advisor Certification Revenue Program
Two organizations, Blue Cross Blue Shield of Michigan An air of intrigue pervades
and Keller Williams Realty, Inc. (bottom), are inducted the ballroom right before the
into the Training Top 10 Hall of Fame. Masquerade Ball begins.
Dance troupe
Pilobolus shows
the results of its
training with this
artistic performance.
STRATEGIES
FOR SUCCESS
Training magazine taps 2018 Training Top 125 winners and Top
10 Hall of Famers to provide their learning and development best
practices in each issue. Here, we look at how Penn Station East
Coast Subs drafts a training program and how Windham Professionals
creates employee satisfaction.
T
oday’s competitive work environment has made hiring information that is relevant to each task. Information overload
more difficult than ever. As a result, developing and —particularly information that doesn’t allow the trainee to
implementing an effective training program is more be successful—simply gets in the way of effective training.
important than ever. It is critical to train employees Don’t waste time on information that is not applicable to the
correctly the first time around, and a well-designed and specifi- current training initiative. Instead, narrowly focus on informa-
cally followed training program is key in achieving that goal. tion that is relevant to the specific tasks the employees will be
responsible for. We take the approach of creating a series of
Create a Training Identity modules that introduce the trainee to compacted information
Creating a training program requires thought, patience, and pieces that are quickly read or observed and easily retained.
measurement to ensure the program is working. It should be
proactive and carry the goals of the organization throughout Decide How to Deliver Information
all parts of the business. Once you have created your train- Before creating any materials or tests, you must decide the
ing program’s identity, you can focus on the fundamentals best way to deliver the information to trainees. Using multiple
and specifics of the program. methods can help ensure you are effectively communicating.
While each position or department should have a unique set It is important to accommodate the different ways people
of training materials, the fundamentals of the learning process learn to help all employees succeed. Some trainees are visual,
should be the same throughout the training program. Training while others simply want it explained verbally. There is no
is a conditioning process, so consistency is key. For example, one-size-fits-all when it comes to training employees.
at Penn Station, everything the Operations and Training depart- For example, Penn Station’s training program has evolved to
ment produces uses the same style and tools—down to specific a more holistic approach in the last few years as our trainees’
details such as consistent use of brand vernacular, font, spacing, preferred learning style has evolved. Penn Station uses differ-
and margins. This way, once learners adapt to our style, we ent materials and methods for training so all learning styles
don’t have to reteach them how to learn with each initiative. Our are accommodated. Employees read from the operations
approach to training is the same no matter if it is food prep for manual, practice with a supervisor, and watch videos. Using
a new hourly employee or management skills for a managing multiple strategies is the best way to reach all trainees, but it
owner. Consistency in all areas of training is paramount. is critical to ensure the message is consistent throughout the
different training materials.
Analyze Relevant Information Delivering information also should be a process. Instead
Often when designing training programs, trainers want to of a fire hose method where you drown a new employee in
cover too much information for the task at hand. Only include information and expect 100 percent retention, use a sprinkler
W
e all define employee engagement and voluntary six-month financial coaching program provides the
workplace happiness differently. Career tools, resources, and experts to educate employees on how
growth and mobility, employee apprecia- to spend and save their money more wisely while helping
tion and recognition, environment, culture, them reach their financial goals.
professional development, and pay all factor into employee Not only does the program show employees that Windham
satisfaction and retention. At Windham Professionals, a cares, but the benefits of financial security have the potential
leading customer care and accounts receivable manage- to positively impact employee retention and productivity. With
ment company, this quest for more engaged and even fewer personal burdens to carry into work, account specialists
happier employees led to the creation of our most popular who participate in Dream Maker may be more focused on job
employee engagement initiative: Dream Maker. This performance.
Small Pilot Leads to Increased was getting buy-in from employees. It sometimes can be dif-
Performance for Employees ficult to share their personal goals and current situations with
In August 2015, Windham launched Dream Maker as a pilot the financial coach, as it’s not always easy to admit when
program in our Hendersonville, TN, office, which included 38 you need help, especially when it comes to finances, so it’s
voluntary participants who were all account specialists. As understandable that many initially were skeptical about the
the pilot progressed, not only did the participants seem more program’s intent and outcomes.
energized and motivated, but also less worried about their The program is designed to communicate results to
finances and achieving their financial goals, allowing them to employees both during and after the program with a recogni-
focus more at work. By feeling more secure with their own tion ceremony at month three and a graduation celebration
finances, participants reported they could discuss consumers’ that affords them the opportunity to share their lessons
financial accounts with more confidence. learned and successes. Advertising the successes with real
Along with this positivity, we began to see improved perfor- numbers have helped skeptics see value. When someone just
mance and decreased attrition. Performance bonuses tripled like you has increased their credit score to 800 or paid down
for 78 percent of the participants during the six-month pilot. their debt in a matter of months, you definitely start to ask
Some 71 percent of pilot participants also saw an increase yourself, “Why not me?”
in accomplishing critical tasks that help them meet or exceed With two years of Dream Maker success under our belt, we
pre-set goals. These accomplishments can allow for bonus, offer advice for companies seeking to create a similar program:
as well. Combined, these results are indicators that partici- First, outline the key components of success that you know
pating employees are better situated to assist consumers. are essential for your employees’ financial wellness and
schedule orientation sessions to educate them on expecta-
Establishing the Program Company-wide tions. Customize the program to fit your employee base.
The results justified the expansion of the program to all four Second, onboard a certified financial coach independent of
Windham locations by February 2016. Since that time, the the company to ensure accurate information and counseling
program has had 138 participants, with 93 of them graduat- for participants. Having an expert on hand also will increase
ing. Graduates of the program have become ambassadors, employees’ confidence in the program. Be sure to allow and
increasing the popularity of the program to the point where encourage participants to spend some time with the program
there is now a waiting list to join the next cycle. The rate of at work, as well, not only for completing coursework and
employee retention for Dream Maker participants has grown to meeting with the coach, but for celebrations, too.
nearly 70 percent. Finally, leadership support is a must. When employees are
supported by their managers and site leaders, it increases
How Dream Maker Works motivation and follow through to achieve those big results
The program is rigorous and multifaceted. Participants volunteer you and your employees want.
and are selected based on identified internal eligibility require-
ments such as employee tenure of at least 90 days. Participants Results
are accepted from account specialist to senior director level. In 2016, eight Dream Maker participants received promo-
Each participant is assigned a financial coach who provides tions. Over the last year, seven employees purchased new
guidance around budget management, credit management, homes during the program or shortly thereafter, and more
interest rates, components of credit scoring, and strategies for than 20 employees increased their credit scores above 700,
saving. This coach also helps employees set SMART (Specific, with three of them attaining 800. Other accomplishments
Measurable, Attainable, Realistic, and Time-bound) financial from the program range from eliminating or paying down debt
goals. Goal progress is reviewed bi-weekly in one-to-one to lowering interest rates on loans to increasing savings and
sessions with the counselor, and next steps are laid out. Partici- establishing emergency funds.
pants also must complete a minimum of two financial education The positive impact on day-to-day job soft skills should not
modules via Financial Avenue, an online financial education be discounted. To succeed at Dream Maker, participants have
platform, to reinforce the concepts of making well-informed to set clear goals, create the steps to success, and follow
financial decisions and the importance of thinking ahead, as well through on the plan. We’re showing employees how to hold
as building self-confidence. themselves accountable and persist when things get difficult.
Heading into 2018, Dream Maker plans to welcome ap-
Lessons Learned proximately 50 new participants, and Windham continues to
As with any new program, reflecting back can lead to some evolve the program in conjunction with employees’ needs and
thoughts for improvements. One of the biggest hurdles faced financial goals. Qtt
䡲 Gamification
Register now at
TrainingMagNetwork.com
S
ales training and sales effectiveness has become online assessments and mobile reinforcement post-training.
a cornerstone of Capital BlueCross’ strategy to The training was delivered to 200-plus employees across
increase revenues and drive efficiency. In 2015, all sales segments within Capital BlueCross (Commercial,
the volatile health-care marketplace made it clear Medicare, Individual, Retail, and Ancillary). Sales leaders also
that Capital BlueCross needed to overhaul its sales ap- participated in the training in conjunction with their teams.
proach in order to thrive. Brands that remain static are at During the first year, sales teams participated in a two-day
risk of becoming irrelevant or stagnated. Consultative Selling Skills with Insights program to build
The organization’s new sales strategy reflects a paradigm better dialogue skills and half-day Negotiation (Closing
shift from a commodity-centric approach to a customer- the Deal) and full-day Sales Presentations workshops to
centric approach that has transformed what customers reinforce core selling skills. To supplement the fundamental
previously knew as a health plan into a health experience. skill development, Capital BlueCross developed a sales
and sales management process to build accountability in
Program Details alignment with salesforce.com. These processes provided
In crafting the new Consultative Training with Insights the organization with verifiable outcomes supporting funnel
program, Capital BlueCross used various assessments to management and coaching dialogues.
obtain feedback on the organization’s current climate on In year two, Capital BlueCross introduced the two-day
sales techniques (individual skill sets) and performance/ High Performance Selling session to help teams link dialogue
effectiveness (organizational factors) that affect sales skills, sales process, and opportunity strategies in their
performance. The assessment process included: day-to-day activities, and the high-level half-day workshop,
tSales Approach Assessment: Assessed how the sales Consultative Negotiations, to enhance capabilities.
team currently is selling and what techniques they are This year, Capital BlueCross will roll out a blended learning
using, as well as determined the new/future focus sales platform to sustain the learning strategy, keep sellers en-
reps need to be using to successfully meet organizational gaged in the field, and transition to a level of mastery. There
goals. will be a combination of gamification, video-based learning
tSales Performance “Health Check” Assessment: scenarios, and social elements that will help sales reps feel
Focused on the sales organization’s effectiveness in nine confident in applying new behaviors immediately in the field.
areas with each topic or skill ranked by the degree of Reinforcement of the training includes online assessments,
importance to the success of the sales organization. Richardson QuickCheck (a mobile reinforcement tool),
Based upon the final results and analysis, Capital BlueCross team huddles and insight meetings, coaching sessions, and
identified Richardson as the right partner to build the core quarterly skill reinforcement (based on assessment results,
fundamentals of its new sales approach. To date, the training leaders select topics to present as “leader as teacher”
has primarily been instructor-led, with a mix of pre- and post- sessions).
Micro-Aggressions and
Phubbing in the Age of FoMO
Phubbing (phone snubbing) has been identified as one of the most common forms
of unconscious bias in today’s workplace and society due to the fear of missing out
on important information from our social networks. BY NEAL GOODMAN, PH.D.
T
he need for diversity training focusing gender, disability, sexual orientation, ethnicity,
on overt forms of bias in the workplace or appearance. They are deeply rooted in the sub-
has almost been eliminated due to so- conscious, so much so that the offender may not
cial pressure and legal statute. The focus even be aware of the bias or its expression. Micro-
of diversity training now has turned to systemic aggressions can take the form of body language,
organizational processes and social interactions. tone of voice, facial expressions, or word choice.
Micro-aggressions, a form of unconscious bias, re-
main a significant problem that directly influences EXAMPLES OF MICRO-
employee engagement, morale, and retention. AGGRESSIONS AT WORK
Diversity training now is focusing on how to s #ONSTANTLY INTERRUPTING SOMEONE WHILE THEY
Neal Goodman,
eliminate micro-aggressions at work (https://www. are speaking
fastcompany.com/3068670/how-to-shut-down- s -ISTAKENLY LEAVING NAMES OFF A LIST
Ph.D., is president
microagressions-at-work). s 2EFERRING TO SOMEONE BY THE WRONG NAME
of Global Dynamics,
One particular form of micro-aggressions, s 2EPEATEDLY MISPRONOUNCING SOMEONES NAME
Inc., a training
phubbing (phone snubbing), has been identi- or misspelling it
and development fied as one of the most common and insidious s ,EAVING SOMEONE OUT OF A DISCUSSION OR A
firm specializing in forms of unconscious bias. Phubbing increasing- project
globalization, cultural ly has become a social issue in today’s workplace s 2EADINGSENDING E
MAILS DURING A
intelligence, effective and society due to FoMO (the fear of missing out conversation
virtual workplaces, on important information from our social net- s ,OOKING AT YOUR WATCH WHEN SOMEONE IS
and diversity and works). Training programs that address these speaking
inclusion. He can current issues effectively can improve a sense of s .OT INTRODUCING SOMEONE IN A MEETING
be reached at belonging and inclusion, especially for those who s !VOIDING EYE CONTACT
305.682.7883 and
may already feel disrespected, powerless, and dis- s 2OLLING YOUR EYES
engaged at work. s #UTTING DOWN IDEAS BEFORE THEY CAN BE
at ngoodman@global-
Chances are good that everyone has observed entertained
dynamics.com. For
micro-aggressions at work. Micro-aggressions s #HANGE IN BODY POSTURE BODY LANGUAGE
more information, visit
are barely noticeable tiny expressions of a deep- s #HANGE IN VOICE PITCH VOLUME OR RATE
http://www.global- s &AKE MASKED OR FORCED SMILES
dynamics.com. Have you ever approached your
Micro-aggressions, a form of manager and he or she addresses you
unconscious bias, remain a while looking at his or her cell phone?
How does it feel? What can the im-
significant problem that directly pact be, especially when it seems to
be one more example of disrespect
influences employee engagement, you are feeling? Drop by drop, each
morale, and retention. micro-aggression adds up.
!NY ONE SLIGHT MAY SEEM MI-
nor, but since small imbalances
seated (and often, unintentional) bias against and disadvantages accrue, they can have major
someone else based on something that is core consequences in terms of an employee’s feel-
to their identity, such as their race, religion, age, ing of belonging. The cumulative impact of
54 | M A RC H /A P R I L 2 0 1 8 training www.trainingmag.com
micro-aggressions on groups who already feel excluded at work. Additionally, men differ from
ignored, disrespected, and powerless can be sub- women in that they view phone call interruptions
stantial. As one attendee in a micro-aggressions as more appropriate in virtually all environments.
class explained, “Mountains are molehills piled This male/female dynamic exacerbates any exist-
on top of each other.” ing inequity between male bosses and their female
peers or subordinates.
PHUBBING AND ITS CONSEQUENCES
A major scientific study on phubbing describes HOW TRAINING REDUCES
the growth of this trend and its consequences MICRO-AGGRESSIONS AND PHUBBING
at work and socially (http://www.sciencedirect. Awareness is the only way to reduce and
com/science/article/pii/S0747563216303454). In prevent phubbing and other forms of
another study, titled “Put Down Your Phone micro-aggressions. We often are unaware of our
and Listen to Me: How boss phubbing under- micro-aggressions, even though those we of-
mines the psychological conditions necessary fend can be very conscious of the situation. Due
for employee engagement,” Baylor Universi- to inequities of power, those who suffer from
ty professors James A. Roberts and Meredith micro-aggressions often suffer in silence, while
E. David report that as a result of “boss phub- those who commit the micro-aggressions may
bing,” employees expressed less trust in their have no idea they are being disrespectful.
manager. Phubbed employees were less likely to Training in a safe environment with a sensitive
feel they could trust their “supervisor to keep and experienced facilitator can result in quick,
the promises he or she makes” or trust their impactful results and many “aha moments.”
“supervisor will treat them fairly.” This lack of Such training, which should be done in person,
trust led phubbed individuals to be less psycho- brings the unconscious to the conscious level
logically available to perform their jobs since for all.
they felt they did not have adequate managerial The most effective training approach com-
support, tools, or information. bines assessments, group discussions, videos,
This study demonstrates that a phubbed em- and simulations. The simulations and follow-
ployee’s psychological safety also is
imperiled by such behavior. These em-
ployees were less confident that they
could reveal their true selves without
Those who suffer from micro-
fear of negatively affecting their sense of aggressions often suffer in silence,
self-worth, job security, or career path.
Furthermore, phubbed employees were while those who commit the
less satisfied with opportunities avail-
able for their advancement and less loyal
micro-aggressions may have no
and proud of their organization overall. idea they are being disrespectful.
The end result of micro-aggressions
and phubbing is lower levels of job
satisfaction and self-reported job performance. up discussions are particularly useful if you have
Boss-phubbed employees rated their job perfor- several levels of employees in the same room
mance lower than fellow employees who reported who represent the diversity of the workforce.
lower levels of boss phubbing. Participants can practice how to respond to
micro-aggressions directed at them and others,
FOMO, GENERATIONAL, while those committing micro-aggressions learn
AND GENDER DIFFERENCES to become more mindful, and practice how to ask
FoMO, which includes the fears, worries, and anx- for forgiveness and learn from their mistakes. Iron-
ieties people may have in relation to being in (or ically, the mobile phone—which has improved
out of) touch with the events, experiences, and communication—has become a ubiquitous tool for
conversations happening across their extended so- exclusion, as well.
cial circles has been found to be associated with Please share your experiences and insights re-
persistent mobile phone overuse. Generational garding micro-aggressions and phubbing with me at
differences in mobile phone overuse contribute to [email protected] for possible use in
different norms in phubbing and feelings of being a follow-up column. Q
t
Navigating Complexity:
It’s NOT Complicated
When navigating complexity, leaders need to reframe what they see,
rewire how they think, and reconfigure what they do. BY TONY O’DRISCOLL
A
s the connectedness and complexity of In complicated operating contexts, leadership fo-
an organization’s operating environment cuses on action path analysis, risk optimization,
increases exponentially, its ability to accu- and control. To succeed, leaders must counteract
rately predict outcomes and anticipate disruptive their desire to over-analyze, avoid placing too much
shifts plummets precipitously. stock in the advice of subject matter experts, and
In navigating today’s volatile, uncertain, and overcome the blindness of their own biases.
ambiguous world, organizations find themselves vac- Leaders seeking to navigate complex operating
illating between complicated and complex operating contexts must unlearn the lessons of experience
contexts. Many end up plunging into the chasm that they acquired in successfully navigating com-
lies between them, resulting in their demise. plicated ones. Complex operating contexts are
Tony O’Driscoll is global unordered, unpredictable, and uncontrollable.
head of DukeCE Labs, COMPLICATED CHALK AND COMPLEX CHEESE They consist of polarities to be navigated, not
whose purpose is to In complicated operating contexts, the connec- problems to be solved, and they require a much
discover what’s next for
tion between cause and effect is knowable. Decision more agile and adaptive leadership response.
trees of possible outcomes can be identified, risks To lead in a complex operating context, leaders
leadership development
and probabilities around these outcomes can be must sense, learn, and respond; track assumptions
by experimenting with
calculated, and contingency plans for each path can and unknowns; identify patterns; develop insights;
new methodologies, be predetermined, controlled, and de-risked. and discover high-leverage progression paths.
approaches, and In complex operating contexts, the relationship
technologies to uncover between cause and effect cannot be predeter- REFRAME, REWIRE, AND RECONFIGURE
where leverage lies in mined. Both outcomes themselves and the paths To avoid peril in navigating the complexity chasm,
building the leadership to get there are emergent and cannot be controlled leaders must reframe what they see, rewire how they
system capabilities and de-risked ahead of time. think, and reconfigure what they do.
required to survive and In short, they are completely different. Complicat- Leaders must reframe what they see by adopt-
thrive in an increasingly edness is like chalk, while complexity is like cheese. ing a beginner’s mindset. Before answering a given
complex world. As leaders navigate between complicated and com- question, leaders must engage others in question-
plex operating contexts, they must recognize which ing the question itself and synthesize the multiple
side of the chasm they are operating on and apply diverse perspectives into a holistic appreciation for
the leadership response required for that context. what is happening.
Leaders must rewire how they think by ensur-
Navigating the Complexity Chasm ing that every perceived mistake is reframed as
an opportunity to learn and adapt. Tolerance for
,OW
s #ONTROLLABLE
Execution Program at Duke for contributing their insights
(IGH Outcome Predictability ,OW to this article.
Application deadline: September 17, 2018. The 2019 application will be available for
download at www.trainingmag.com by April 16, 2018. For more information, contact
Editor-in-Chief Lorri Freifeld at [email protected].
The Emotional Future
of Instructional Design
More than hearing, I want to feel what my learners are
feeling. For me, empathy is the key to designing better
learning experiences. By Phylise Banner
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W
hat does it take to be a master trainer? know the number, you can do something about it.
For close to five decades now, I have There are at least 15 things that cause scrap
been training trainers in more than 25 learning. Here are six of them:
countries. In all that time, my focus has been on 1. Training isn’t the solution. How often do we
helping people get results from their training. So thoroughly examine systems, policies and pro-
to me, the answer to how to be a master trainer is cedures, recruitment, placement, and coaching
to get results from your training—each and every as possibilities for solving performance prob-
time it is delivered, in whatever form it is delivered. lems? Training as a solution costs the most time
So the question becomes: How do you get bet- and money—especially if it doesn’t solve the
ter results? It starts by being willing to honestly performance problems.
Bob Pike, CSP, CPLP look at where you and your training programs 2. Poor manager engagement. When managers
FELLOW, CPAE- are right now. Answer this question: How do you pay no attention to whom they select for training
Speakers Hall of currently measure the results of your training? and how they support their use of what they’ve
Fame, is known as the Do you use Kirkpatrick’s Four Levels of Eval- learned after, scrap learning soars.
“trainer’s trainer.” He is
uation? Do you use each of the four levels 3. Content chunks are too large. When I start
consistently? If not, why not? According to ATD working with a new client, we find the average
the author of more than
research, 93 percent of organizations regular- content chunk is 45 to 65 minutes. The ideal
30 books, including
ly use Level 1 (which I call “Did they like it?”), content chunk is 20 minutes or less.
“Creative Training
typically end-of-course evaluations. 4. No revisiting strategy. Many instructors
Techniques Handbook” Only 27 percent of organizations use Level 2— review, but few revisit. Review is when the
and his newest book, “Did they learn it?”—which most often involves instructor covers the content again (and par-
“The Master Trainer’s a test of some sort. However, if you don’t pre- ticipants stop listening because they’ve already
Handbook.” You can test, then your post-test really isn’t valid because heard it). Revisit is when participants look at key
follow him on Twitter you’re assuming that all the knowledge and skills content chunks themselves—this drives reten-
and Facebook using a participant has are learned within the train- tion and increases energy.
bobpikectt. ing itself—which would be nearly impossible for 5. No transfer strategy. Transfer doesn’t happen
adults who normally bring a significant amount by accident; it happens by plan. There are things
of prior knowledge, skill, and experience to the that must happen before, during, and after
classroom. training to reduce scrap learning—and maxi-
For the sake of this brief article, I won’t drill mize on-the-job use of knowledge and skills.
down further; the numbers drop significantly How do managers in your organization current-
for Levels 3 and 4—“Did they use it?” and “Did ly prepare people to attend training? How do you
it make a difference to the organization?” Suffice equip managers to have a pre-training conversa-
to say, if you don’t measure it, you can’t celebrate tion with participants to maximize their focus
it. If you want to improve your results, you have and involvement during the class? How much
to rigorously measure your results. reflection time do you provide during class so
participants can develop action plans for apply-
ELIMINATING SCRAP LEARNING ing the knowledge and skills back on the job?
There’s another reason measurement is impor- These are just a few considerations.
tant: It helps us get rid of “scrap learning.” Put 6. No action plan. If participants don’t plan for
simply, it is learning delivered that never gets how they’ll use what they’ve learned back on the
used. Various studies across multiple organiza- job after the class, chances are they won’t have
tions have put scrap learning at 45 to 85 percent time to develop a plan once they are back at work.
of the learning delivered! So does your scrap Until next time—continue to add value and
learning number matter? Absolutely! Because if you make a difference.
Maximizing Learning
at Work Holistically
Making the most of the learning we should be experiencing within the
workplace requires looking at learning as a whole—from the organization’s
perspective right down to the individual’s needs. BY ROY SAUNDERSON
W
hat did you learn at work today? Let’s look at the learning programs we spon-
Sometimes that seems like a tough sor as an organization and ask how they enable
question to reflect on and answer. It is a participant’s ability to reinforce the living
difficult to realize that learning should be hap- of our values. Sometimes we need to develop
pening on an ongoing basis. Too often, we think conflict resolution skills and collaboration, so
learning only occurs in a classroom or through we can have those hard conversations that iden-
some online-delivered learning content. tify neglected problems and lead to innovative
Learning should not always be about theo- solutions.
retical approaches and trying to integrate new 3. How is learning synchronized with the job
knowledge and skills into our workday. Learning design and work expectations? Typically, many of
Roy Saunderson is should be happening in the real world each and the training and learning programs we send peo-
author of “GIVING every day at work, home, and play. ple to address compliance needs or required new
the Real Recognition Maximizing the learning we should be expe- skills. What we also should be doing is sculpt-
Way” and Chief riencing within the workplace requires looking ing the career path with employees so learning
Learning Officer at
at learning as a whole—from the organization’s is preparing them for future job demands and
perspective right down to the individual’s needs. potential.
Rideau Recognition
Let’s explore this topic through two categorical Many employees share how their jobs have
Solutions. His
lenses and with some questions you can use to evolved over time, along with the nature of the
consulting and learning
evaluate learning in your own organization. work itself. But they often are not being trained
skills focus on helping to do these new tasks well. Improving the quality
companies “give real LEARNING NEEDS OF THE ORGANIZATION and effectiveness of the work through appropriate
recognition the right 1. What are the overall learning objectives and learning can help employees be more productive.
way wherever they expectations from the company? Most formal 4. What are the talent and performance manage-
are.” For recognition educational courses have established specific, be- ment requirements? We keep hearing about the
insights, visit: http:// havioral learning objectives. From these criteria, challenges of finding skilled and prepared people
AuthenticRecognition. learners and organizational leaders can evalu- to fill positions. The greatest resource strength
com. For more ate an individual’s skills and knowledge and the comes from within your own organization. Map
information, e-mail him
instructor’s effectiveness. out your talent acquisition needs and see if you
However, other than possible performance can’t develop the people you already have with
at RoySaunderson@
development needs, rarely does leadership artic- the right learning content.
Rideau.com or visit
ulate what the organization expects from learners The same goes for developing people following
www.Rideau.com.
going into a learning experience or what they performance management reviews. Natural de-
will do with what they’ve learned afterward. velopment needs can be identified through these
Leaders need to provide more of a strategic fo- reviews and signed off on as an employee’s learn-
cus of what the company needs employees to ing plan over the next year or so.
be learning. That way, employees can decide
if their personal interests mesh with what the LEARNING NEEDS OF THE INDIVIDUAL
company needs. 1. What does the employee want to learn? You might
2. Is the learning aligned with the strategic goals think you know your employees. But ask them what
and organizational culture? Most often, learning they would like to learn and you might be surprised.
comes from an individual motivation or need. Consider some learning opportunities as pure
What if those desires were meshed with the com- recognition of the individual’s contributions.
pany’s strategic goals, so you could feel your Certain subjects might appeal to several of your
learning would make a difference? employees. When you identify this for a few of
Renew
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Chico, specializing in instructional design, interested in becoming more efficient and effective.
web design, and eLearning development. Early-Bird Rate 30+ days prior to course start date: $1,145
He has developed instructional products for Registration within 30 days of course start date: $1,295
pharmaceuticals, finance, retail, semiconductor, 4 SESSIONS STARTING APRIL 16, 2018
telecommunications, waste management, and medical
instruments manufacturing.
This interactive certificate uses real world, practical
examples to explore each phase of the instructional eBadges:
design process and shows you how to apply them in You’ve (L)earned It
your project. You’ll work on your own eLearning or When you successfully complete
instructor-led project and learn just what you need a Training Live + Online certificate
to produce a highly effective end product. You’ll program, you’ll also receive a
examine the business and individual needs for your digital credential (eBadge). You can showcase
training program, how to accommodate adult learners,
eBadges in your email signature line or on social
instructional strategies to meet your goals, and more.
media sites like LinkedIn, Facebook and Twitter.
You will receive numerous job aids and examples to
hit the ground running.
BONUS! You’ll receive a 101-page participant guide
containing job aids, examples, worksheets and key points Visit www.TrainingLiveAndOnline.com
for you to use as you design and develop your courses. for full Certificate descriptions.
Project Management for Learning
to Save $150!*
*Details for this special offer can be found at TrainingLiveAndOnline.com