Job Instruction Sessions Outline
Job Instruction Sessions Outline
Training
The 10-hour Session Outline
Editor
Mark Warren
“We are what we repeatedly do.
Excellence, therefore,
- Aristotle
Tesla2, Inc.
750 Glenwood Dr.
Athens, GA 30606
www.Tesla2.com
2
Contents
Introduction .............................................................................................................................. 9
ASSIGNMENT ...................................................................................................................... 48
3
SESSION THREE ..................................................................................................................... 78
CLOSING .............................................................................................................................. 84
4
TRAINING TIME TABLE ........................................................................................................... 100
5
STANDARD PROCEEDURE – JOB INSTRUCTION DEMONSTRATION .............................................. 102
6
FIRE UNDERWRITER’S KNOT .................................................................................................. 106
7
8
Introduction
This manual has been adapted from the Training Within Industry Foundation
- September 1946 manual. This is intended to be used as a manual for
delivery of the programs only. Editing was limited to making the references
gender neutral, removal of slang, improving the illustrations for the board
work and adding the Reasons why column to the Job Breakdown sheet to
match improvements made in 1967 by Herbert E. Doner on the Job
Instruction training offered by the University of Chicago,
Special thanks go to Nicholas Stampf for his assistance in editing the TWI
manuals.
The 2nd edition has made minor typo corrections and added sample forms for
the trainer in the back of the manual that can be copied for use in sessions or
coaching.
9
SESSION ONE
10
Allow 5 minutes
MANAGEMENT INTRODUCTION
BY MANAGEMENT REPRESENTATIVE
The management:
11
Management knows you are going to get some real help
5 minutes to here
Allow 10 minutes
GETTING ACQUAINTED
Have each member tell group something about their job or product or work
they do
15 minutes to here
12
Allow 10 minutes
13
Get “Quality” from group and add, above “Production”
14
Get “Cost” and add it under “Production.”
15
Let’s call them “Problems.”
If necessary, ask:
16
When 8 or 10 problems have been listed, say:
Let’s let this line represent all the other problems that interfere
with Quality, Production, and Cost.
25 minutes to here
17
Allow 5 minutes
When these five needs are met, they find it easier to get
quality production and keep costs in line.
2. Knowledge of responsibilities.
3. Skill of leading.
5. Skill of instructing.
18
Knowledge of the work refers to the kind of information which
supervisors need concerning:
The more the supervisor knows about the work, the better position
they are in to get quality production.
Add to board
19
Every supervisor to do their job must have a clear understanding
of their authority and responsibilities as a part of management.
Add to board
20
The fourth skill is the skill of improving methods.
Add to board
21
The fifth skill is the skill of instructing.
Add to board
fewer accidents
22
The supervisor is not born with any of these skills - they must
acquire them individually, by actual practice.
I am not here to tell you how to run your jobs; I don’t know
anything about many of your jobs.
30 minutes to here
23
Allow 15 minutes
This job is from the electrical trade - the Fire Underwriters’ Knot.
Tell - speak slowly and distinctly so no criticism of your telling can be made.
Telling should sound clear, so the member will try to tie the knot but fail.
Hold it vertically between the thumb and first finger of the left
hand, about 6 inches from the end.
24
Take the right-hand end and make a clockwise loop, bringing
the end across in front of the main strand.
Pass this end through the right-hand loop, from back to front.
Grasp the two ends evenly between the thumb and first
finger of the right hand.
Pull the knot taut, shaping the knot between the thumb and
first finger of the left hand as it is pulled taut.
Hand a piece of cord to the member and tell them to tie it. They should try.
After they try to tie it, twist the loose ends back together and lay the cord on
the table. Comment as follows:
It’s hard to tell the right amount and know when it is being
understood.
How adequate would this method of telling be for the jobs in your
department?
25
Failure to tie the knot was not the member’s fault - It was my
fault.
Turn to another member near you. Do not ask them to stand. Address them
personally.
Show member how to tie the knot, by doing it once in front of them.
26
Then hand another piece of cord to the member and tell them to tie it.
After member completes trial, untie knot, twist loose ends back together and
lay cord on the table. Don’t hold it or fuss with it. Comment as follows:
Even when seeing a job from the proper angle, most people don’t
get it.
27
We can’t translate what we see into what we should do.
Many employees are being shown how to do their jobs at this very
moment. How many of them understand?
28
There is a sure and dependable method that works every
time if it is applied.
45 minutes to here
Allow 15 minutes
They are going to learn the first part of their work - the fire
underwriters’ knot.
Make it realistic.
Learning to tie the knot is the result of the use of a sure and
dependable method.
29
Select another member who does not know how to tie the fire underwriters’
knot, and have them come to the work bench - (on your right).
All your following work depends upon how well you do this job. Do it
perfectly.
Introduce yourself.
Today you will learn the first job - tying the knot.
Failure to tie correctly can make the circuit fail, cause fire, delay, or loss.
5. Pull taut.
This job looks easy and quick, doesn’t it? But there are some
knacks and tricks that make it easy.
31
Show how to adjust knot.
Have them explain each key point to you as they do the job again - what they
are doing and why.
If they do not explain key points or reasons, ask questions beginning with,
why, what, where, when, who and how.
Thank the member and have them return to their seat. Ask group such
questions as:
32
Do you think __________ will cause many problems like we have
on the board?
1 hour to here
33
Allow 20 minutes
Draw out by brief discussion what the instructor did that impressed them.
Give credit to the member who volunteered the specific item as you put it on
the board.
34
The board work should appear like this for Step 1:
35
The board work should appear like this for Step 3
Discuss briefly why each sub-point cannot be left out, and why it is part of
a particular step and not of another
36
Ask members:
Cite examples from your own experience to illustrate some of the points.
Close with: If the employee hasn’t learned, the instructor hasn’t taught.
37
Allow 30 minutes
by what date?
Here is a quick, easy way to make a training time table for your
work force.
Present the time table - do not ask for discussion or attempt to develop.
38
Here are a few operations for which one supervisor, Bill Smith, is
responsible. Let’s use them to illustrate how to make a training
time table.
Your jobs will be different, of course, but the idea works out the
same.
Date: (current)
Add to board.
39
Next Bill filled in the jobs in his department across the top.
Add to board.
However, if his employees had all done the same thing, his
headings would have been listed by:
For instance, if the department did only tapping, Bill would have
made his listing of jobs by types of machines, such as:
40
Then Bill put the employee’s names down the left side. They are:
41
Board work will look like:
Next, Bill reviewed the time table to see if there were any urgent
training needs in his department.
Separations
Promotions
Transfers, etc.
42
Next, Bill reviewed the list of employees for poor performance as
indicated by:
Injuries
43
Green had too much scrap on boring. He had been on boring only
two days. Bill made a note “scrap” on the side.
Riley was the logical person for the drilling job and he would
have him trained in two weeks.
This would have Riley trained before the change took place.
44
Add the date (present plus 2 weeks) under Drill and to right of Riley.
Add date.
Add the date (present plus 3 weeks) under Taper-turn and to right of
Nolan.
This is how Bill Smith made a Training Time Table for his work
force. He knows his work force and his job.
Distribute the sample filled-in time tables. Review the procedure, to help
each make time table or their own work force for next session.
45
TRAINING TIME TABLE – JOB INSTRUCTION
INSTRUCTIONS:
employees for:
On which job
46
By what date
A time table works for any supervisor regardless of how their work
force operates.
47
Allow 5 minutes
ASSIGNMENT
It should be one for which you have found a training need - one
on which you will have to instruct someone in the near future.
Each of you will need to bring to this room all the necessary tools,
equipment, and supplies.
We will select someone from the group who does not know how to
perform the job, and they will be your learner.
For our next session I’m asking you, ( name_)_, and you, (
name_)_ to help me by putting on your instructing demonstration.
We won’t expect this first demonstration to be perfect. Will you
please see me immediately following this session for further
instructions?
48
Have the two members who have been selected to put on instructing
demonstrations remain
Discuss the following points with the two members after the session is
closed:
Tell them to instruct just as they normally would on the job, using the 4
steps as best they can without any special preparation.
These are just “part or the program” – not personal in any way.
Choose an actual job that can be brought into the meeting - no tricks
or puzzles.
Explain again that they are part of the standard program to bring out
some points. Thank them for helping you - and the program.
49
SESSION TWO
Have at least 3 sample jobs for job breakdown sheet practice, and your job
breakdown sheets for these jobs
50
Allow 5 minutes
5 minutes to here
51
Allow 15 minutes
Let’s turn our cards over to the first “How to Get Ready to Instruct”
point.
Let’s see how each of you is planning training for your staff.
If any supervisor does not have a time table or is in doubt how to make
one, or does not understand its value, develop a portion of their time table
on the board.
Request any member who does not have their time table to bring it to the
next session.
20 minutes to here
52
Allow 15 minutes
( name ) , which of your jobs that you supervise did you bring in for
demonstration?
Will one of you who do not know how to do this job help by
serving as learner?
Select learner.
Will the rest of you take your “How to Instruct” cards and note how
nearly this sample job instruction follows the correct procedure?
In Step 1:
Don’t look for anything more in Step 1 at this stage of the program. It
isn’t the point you are trying to emphasize.
In Step 2:
53
Look for completeness, clearness and orderly presentation.
List steps and key points in Step 2 so that key points checked in Step
3 will appear directly opposite them on the page.
Step 2 is the most important step to look at to bring out the need for
breakdowns.
In Step 3:
Look for completeness in checking how nearly the points given the
learner followed the points presented by the instructor.
List key points in Step 3 opposite those brought out in Step 2, to the
extent they can be “matched up” at all.
Look for new ideas presented by the instructor in Step 3 that they
omitted in Step 2.
Look particularly for the key points that were missed, or not stressed,
or not checked clearly.
Try to find several key points on which the employee was not
instructed, so you can stress - “If the Employee Hasn’t Learned, the
Instructor Hasn’t Taught.”
In Step 4:
Don’t look for more in this step. You are only trying to establish the
need for job breakdowns.
35 minutes to here
54
55
Allow 5 minutes
Bring out the discrepancies, errors, and omissions you have observed which
they missed.
Point out that the job was “too big” for one unit, if such was the case.
Bring out any trade or technical terms that were used, but not explained.
Ask the “learner” questions on points that were not made clear by the
instructor.
Explain again that the instructor was good enough to “give us a picture of
how we really instruct on the job.”
Explain that they (the instructors) knew your purpose in advance, and that
your comments were solely to bring out the problems and faults in
instruction.
If appropriate ask:
Do you think your instruction would have been better if you had
had more time to plan?
56
We “think” we know a job when we really don’t.
Thank instructor again for having helped bring out these points.
Conclude with:
40 minutes to here
57
Allow 15 minutes
Let’s turn to the “How to Get Ready to Instruct” side of our card.
58
Lack of clearly organizing the job in one’s mind is the
reason for poor instruction, scrap, accidents, delays,
mistakes, discouraged employees; in fact, most of the
problems we had listed on the board in the first session.
Here is what I did to get the fire underwriters’ knot clear in mind
before instruction.
59
Ask each member to take five sheets.
60
A step, for our purpose, is “A logical segment of the
operation when something is done to advance the work.”
61
As you tie the knot, use the monologue method of demonstrating to the
group how you questioned the operation to get the steps.
The first thing I do that really advances the work is to untwist the
cord and straighten the ends. Therefore, my first important step is
“Untwist and straighten.”
62
The next thing that is done to advance the work is to make a right-
hand loop. Therefore, for my second important step I’ll use “Make
right-hand loop.”
Continue monologue until all 5 steps have been developed and put on the
board:
63
Then tie the knot again, step by step, by bringing out each key point.
Ask yourself aloud the three questions for each step and answer them
yourself.
As you develop the key points and reasons for each step, put them down in
the key point column opposite the step.
64
Step 4 has no Key Points and Reasons – they are not necessary for
simple steps.
65
The completed breakdown sheet will look like this:
66
Purpose is to:
Demonstrate:
“Adjusting the tension” is the real thing that advances the work.
67
“Key Point” was the term chosen to represent whatever is the
“key” to doing a step properly
Hazards (Safety)
Injury to employee:
68
Seating screw or nut - How tight? “Feel”
Special timing:
Special information:
55 minutes to here
69
Allow 20 minutes
BREAKDOWN OF JOB
DEMONSTRATION BY MEMBER
We are going to make a job breakdown of the job used for the Job
Instruction demonstration ( name ) gave.
Have member who put on the Job Instruction demonstration return to the
workbench.
When the job has been advanced - the first important step - have them
tell you what was done.
Help them simplify the wording, but do not over refine wording. It’s their
breakdown.
Have them write the first important step on their job breakdown sheet.
Have members write the first important step on their job breakdown
sheets.
70
Continue the same procedure until all important steps are listed.
Have them do the first important step again to determine the key points.
Have them ask themselves aloud the three key point questions:
Accidents
Rejects
Damage to equipment
Lost production
If they seem to be missing main key points or their reasons, help them
by asking such questions as:
Have them list the key points and reasons on their job breakdown
sheet.
Continue same procedure until all the Key Points and Reasons are
listed for all the important steps.
Have member clear the workbench and take their place with the
group.
71
Allow 30 minutes
Each of you will want to make a job breakdown sheet on the job
you will bring in for your instructing demonstration.
In order to help you make a good job breakdown sheet, let’s get
some practice on some sample jobs.
I will perform the job the first time so we can agree on the
important steps to put down on our job breakdown sheets.
Then we will have one of you who knows how to do the job
perform each important step again, and I will help you determine
the key points. You will list them on your job breakdown sheet. I
will put them on the board.
72
Identify the part and operation.
When the job has been advanced - the first important step - have them
tell you what was done.
Help them simplify the wording, but don’t over refine their wording.
Have them write this important step on their sheet. Write this important
step on the board.
Continue the same procedure until all important steps are listed.
Have a member who knows how to do this job come to the work bench
and bring their job breakdown sheet.
Have them do the first important step to determine the key points.
Have them ask themselves aloud the three key point questions as they do
this step - is there anything here that will:
Accidents
Rejects
Damage to equipment
Lose production
If they seem to be missing main key points, help them by asking such
questions as:
73
What difference does it make if_______________?
As they determine the key points, have them list them on their job
breakdown sheet. Members list them on their sheets. Put them on the
board.
Continue this procedure until all the key points and reasons for each of
the important steps are listed.
Allow 5 minutes
Read the last two “Get Ready” points, “Have everything ready” and “Have
the work place properly arranged.”
Point out:
74
Discuss these points briefly, pointing out that:
Allow 10 minutes
Summarize the “get ready” points by stressing that they should and can
be done quickly. Often they can all be done in but a few minutes.
Refer to “How to Instruct” cards, pointing out that the two sides outline the
whole Job Instruction plan.
Have each member state the job on their time table that they intend to
use as their practice demonstration.
75
If job selected is too big a job for session demonstration, help member
to select a simpler job.
Each member should plan to use a job that will consume no more than
a 15-minute period.
Each should bring all necessary tools and supplies to provide for
ample “practice” in Step 3.
Make clear: each member should bring their completed job breakdown
sheet and time table.
The following practice and drill sessions will able you to “get the
feel of the instructing tools.”
76
Production has been increased.
2 hours to here
77
SESSION THREE
Have sample jobs from ‘your kit’ ready for additional job breakdowns if
members of group need it.
Allow 15 minutes
Look at and comment on the time table of any one who did not have a
time table in Session Two.
If any supervisor does not yet have one, develop all or part of it on the
board.
15 minutes to here
78
Allow 5 minutes
We now have the whole plan - the four ‘How to Get Ready to
Instruct” points and the four basic “How to Instruct” points.
I would like to see each member’s job breakdown sheet while they
are instructing. The sheet will be returned after the demonstration.
Each instructor should state the Part and Operation before the
learner is selected.
Each instructor should describe the setting of their job before they
start, i.e.:
79
Work place properly arranged.
20 minutes to here
Allow 15 minutes
See that all members are supplied with blank job breakdown sheets and that
each makes a job breakdown sheet during the demonstration.
Make your own job breakdown sheet - use Trainer’s Job Breakdown and
Comment Sheet.
35 minutes to here
Allow 10 minutes
80
Pick out a few of the more basic ones and make constructive suggestions
concerning them.
Allow 15 minutes
Warn members not to get so interested in the demonstration that they forget to
make their own break-downs.
Request instructor to stress Step 3 by having the learner explain what they are
doing - important steps and why they do it that way - key points.
Write on board:
1 hour to here
81
Allow 10 min
Again pick out the weaker spots for constructive comments and drive them home.
Allow 15 minutes
Request instructor to make his important steps and key points stand out to the
learner.
This will make instruction better; also help the group make better breakdowns.
Etc…
82
Allow 10 minutes
Allow 20 minutes
If you had to develop a time table, or put more than one breakdown on the board,
you may not have time for the fourth demonstration. Or, if you have only the
preferred 8-supervisor group*, you will not have to crowd the session to get a fourth
demonstration included.
* suggested group size reduced from 10 to 8 to allow for more practice during
sessions and coaching between sessions.
83
Allow 5 minutes
CLOSING
Point out the value of the breakdown in getting the instructor’s thinking about the job
planned and organized. The more carefully the instructor gets ready, the better the
instructing job they will do.
Suggest to the members who have not yet put on their practice Instructing
demonstrations that they review how they plan to get ready in the light of the
demonstrations they have witnessed.
Offer to help members select a job from their time tables for demonstration.
Schedule yourself to see all remaining supervisors in group, before Session Four.
2 hours to here
84
85
SESSION FOUR
Allow 5 minutes
86
The four Steps of Instruction and purpose.
Have four members put on their demonstrations. Be sure to save at least two
“strong” supervisors for Session Five. If there are weak members in group,
have their demonstrations in this session.
Put at least one job breakdown sheet on the board during this session.
Break it up into small instruction units and put it over, one unit
at a time.
Examples:
A. Micrometer
One unit - The scales and their relation to each other, using
Instruction Steps 2 and 3.
87
B. Long machining operation
Etc…
Then return to the work place and use show part of Step 2.
Showing must be done with exceeding care. Then go to a less
noisy place to have the learner explain what (important steps)
was done and why (key points and reasons) it is done that way.
When Instructor is sure learner understands, the learner does
the job. They may have to go to a quieter place for additional
information in Step 3.
Allow 5 minutes
By selecting our jobs from our time tables, we get practice here in
the group that will make instruction of the same job easier and
better under actual operating conditions.
Make sure the remaining members will have their demonstrations ready for
Session 5. This includes the member who put on a demonstration in Session
2 without benefit of a job breakdown.
Offer to help any member who is in doubt about what job to bring in.
2 hours to here
89
SESSION FIVE
Allow 5 minutes
5 minutes to here
90
Allow 1 hour 10 minutes to 1 hr 35 minutes
REMAINING DEMONSTRATIONS
The member who put on the first demonstration without using a job
breakdown sheet should put on another demonstration with their job
breakdown sheet to show how the job breakdown sheet improves
instruction.
Allow 20 minutes
Recall some of their problems they gave you to put on the board in
Session One, problems that interfered with getting out Quality Production
at a Competitive Cost.
91
4. Skill of improving methods.
5. Skill of instructing.
Then break down the jobs on which you will need to train
someone. Keep your breakdowns ready for use. Keep your
thinking organized.
92
And, if you are correcting an experienced employee, they too
should be put at ease.
Less scrap
Fewer accidents
More productivity
Less cost
These sessions have cost this company money and your time.
Get brief statement from each member. Ask such questions as:
How will this job instruction method help you on your job?
93
What will you do in the future in training people that you did not do
before?
Quality
Production
at a
Competitive Cost
Adjourn meeting.
94
95
Job Instruction Management Introduction
BY MANAGEMENT REPRESENTATIVE
The management:
5 two-hour meetings
This is ___________________________
(title of instructor)
96
97
Job Instruction Problem Sheet
Production problems
Deliveries delayed because of errors and mistakes of employees making
the parts.
Employees don’t know their jobs.
Mix-ups in trucking service.
Parts returned by another department because they were not made right.
Operators have special problems because of engineering changes.
Poor planning.
Employees have difficulty in getting up to production on new type
equipment.
Aisles too congested.
Excessive wear and tear on equipment.
Safety problems
Safety equipment not properly used.
Material not piled properly.
Poor shop housekeeping.
Don’t know safety rules.
Employees don’t know hazards of their jobs.
Employees get careless.
Minor injuries not reported.
Quality problems
Meeting inspection standards.
Too much scrap or re-work.
Jigs and gauges not properly used.
Not following specifications.
Too much left to operator’s judgment.
Personnel problems
Employees leave to other plants – couldn’t “get the hang” of the job.
New employees lack experience in mechanical things.
Lack interest in the work.
Employees want transfers - think they can do better on other jobs.
Claim to have good experience but don’t “come through.”
Too much time to get up to production.
Instructed wrong may.
Can’t get experienced people any more.
Employees get discouraged learning the job.
98
99
Job Instruction Pocket Cards
100
101
Training Time Table
102
103
Standard Proceedure – Job Instruction Demonstration
104
105
Trainer’s Job Breakdown and Comment Sheet
106
107
Fire Underwriter’s Knot
108
109
Fire Underwriter’s Knot Script
Hold it vertically with your left hand, between the thumb and the first finger, 6 inches
from the end.
Straighten the loose ends between the thumb and the first finger of the right hand.
Take the right-hand loose end with the right hand, making a clockwise loop, bringing
the loose end across in front of the main strand.
See that this loop is about 1 inch in diameter and the stub protrudes to the left of the
main strand about 2 inches. Hold the wire at the junction of the loop and main
strand.
Make a counterclockwise loop. To make this loop, pull the loose end toward you,
pass it underneath the stub, behind the main strand.
Pass the loose end through the right-hand loop, from back to front.
Hold the ends evenly between the thumb and the first finger of the right hand.
Shape the knot between the thumb and the first finger of the left hand as it is pulled
taut.
Plastic Lamp Cord Preparation: cut the cord to about 18” (450 mm), presplit the
cord into two strands about 6” from one end (150 mm), loosely retwist the split
section to reduce the cord from splitting further.
110
111
Job Breakdown Sheet
112
113
Five Needs Diagram
114
115