Designing Effective HRD
Programs
Chapter 5
CH-5 Copyright 2008 Werner et al 1
Learning Objectives
1. Write training objectives for a specific program
2. Identify several sources where HRD programs
could be obtained
3. Compare the relative merits of developing in-
house versus an outside source
4. List the activities involved in employer designed
HRD programs
5. Compare various types of training materials
6. Point out some of the constraints to scheduling
HRD programs
CH-5 Copyright 2008 Werner et al 2
Questions After Needs Assessment – 1
• Is this an issue that can and should be
addressed by a training or HRD
intervention?
• How do I translate the results of the needs
assessment into a specific training
intervention?
• If training is necessary, how do we handle
the “make” or “buy” decision?
CH-5 Copyright 2008 Werner et al 3
Questions After Needs Assessment – 2
• Who will be an effective trainer (or trainers) for
this particular project?
• What is the best way to organize the program or
intervention?
• How should training methods and materials be
selected or prepared?
• What is the most effective use of technology
• Are there particular scheduling issues that
should be considered in preparing for training?
CH-5 Copyright 2008 Werner et al 4
Basic Design Decisions
• After the needs assessment is completed,
data is on hand to decide:
– where the training or HRD program is needed
– what kind of training or HRD program is
needed
– who needs to be trained
– the conditions under which training will occur
• Needs will have been prioritized as well
CH-5 Copyright 2008 Werner et al 5
Key Activities in HRD Design
1. Setting objectives
2. Selecting the trainer or vendor
3. Developing a lesson plan
4. Selecting program methods and
techniques (including the appropriate use
of technology)
5. Preparing materials
6. Scheduling the program
CH-5 Copyright 2008 Werner et al 6
Training and HRD Process Model
Fig. 5-1
CH-5 Copyright 2008 Werner et al 7
Defining the Objectives
• Objective
– “…description of a performance you want
learners to be able to exhibit before you
consider them competent.” (Robert Mager)
• Training program objectives describe the
intent and the desired result of the HRD
program
• The basis for determining which methods
should be used
CH-5 Copyright 2008 Werner et al 8
Three Critical Aspects of Objectives
• They should describe:
– The performance the learners (trainees)
should be able to achieve
– The conditions under which they must do it
– The criteria (how well they must do it) used in
judging its success
CH-5 Copyright 2008 Werner et al 9
Qualities of Useful Objectives – 1
Table 5-1
• Performance
– An objective always says what a learner is
expected to be able to do and/or produce to
be considered competent; the objective
sometimes describes the product or result of
the doing.
• Example:
– “Write a product profile for a proposed new product.”
SOURCE: From Mager, R. F. (1997). Preparing Instructional Objectives (3rd ed., pp. 46–47, 55). The Center for
Effective Performance, Inc., 1100 Johnson Ferry Road, Suite 150, Atlanta, GA 30342. [Link]
800-558-4237. Reprinted with permission. All rights reserved. No portion of these materials may be reproduced in
any manner without the express written consent from The Center for Effective Performance, Inc.
CH-5 Copyright 2008 Werner et al 10
Qualities of Useful Objectives – 2
Table 5-1
• Conditions
– An objective describes the important
conditions (if any) under which the
performance is to occur
• Example:
– “Given all available engineering data regarding a
proposed product, trainee will write a product profile.”
SOURCE: From Mager, R. F. (1997). Preparing Instructional Objectives (3rd ed., pp. 46–47, 55). The Center for
Effective Performance, Inc., 1100 Johnson Ferry Road, Suite 150, Atlanta, GA 30342. [Link]
800-558-4237. Reprinted with permission. All rights reserved. No portion of these materials may be reproduced in
any manner without the express written consent from The Center for Effective Performance, Inc.
CH-5 Copyright 2008 Werner et al 11
Qualities of Useful Objectives – 1
Table 5-1
• Criteria
– Wherever possible, an objective identifies the criteria
of acceptable performance by describing how well the
learner must perform in order to be considered
acceptable.
• Example: “The product profile must describe all of the
commercial characteristics of the product that are
appropriate for its introduction to the market, including
descriptions of at least three major product uses.”
SOURCE: From Mager, R. F. (1997). Preparing Instructional Objectives (3rd ed., pp. 46–47, 55). The Center for
Effective Performance, Inc., 1100 Johnson Ferry Road, Suite 150, Atlanta, GA 30342. [Link]
800-558-4237. Reprinted with permission. All rights reserved. No portion of these materials may be reproduced in
any manner without the express written consent from The Center for Effective Performance, Inc.
CH-5 Copyright 2008 Werner et al 12
Guidelines for Developing Objectives – 1
Table 5-2
• 1. An objective is a collection of words, symbols, pictures
and/or diagrams describing what you intend for trainees
to achieve
• 2. An objective will communicate
– your intent to the degree that you describe: what the
learner will be doing when demonstrating
achievement or mastery of the objective
– the important conditions of the doing
– and the criteria by which achievement will be judged
SOURCE: From Mager, R. F. (1997). Preparing Instructional Objectives (3rd ed., pp. 46–47, 55). The Center for
Effective Performance, Inc., 1100 Johnson Ferry Road, Suite 150, Atlanta, GA 30342. [Link]
800-558-4237. Reprinted with permission. All rights reserved. No portion of these materials may be reproduced in
any manner without the express written consent from The Center for Effective Performance, Inc.
CH-5 Copyright 2008 Werner et al 13
Guidelines for Developing Objectives – 2
Table 5-2
• 3. To prepare a useful objective, continue to
modify a draft until these questions are
answered:
– What do I want trainees to be able to do?
– What are the important conditions or constraints
under which I want them to perform?
– How well must trainees perform for me to be
satisfied?
• 4. Write a separate statement for each important
outcome or intent; write as many as you need to
communicate your intents.
SOURCE: From Mager, R. F. (1997). Preparing Instructional Objectives (3rd ed., pp. 46–47, 55). The Center for
Effective Performance, Inc., 1100 Johnson Ferry Road, Suite 150, Atlanta, GA 30342. [Link]
800-558-4237. Reprinted with permission. All rights reserved. No portion of these materials may be reproduced in
any manner without the express written consent from The Center for Effective Performance, Inc.
CH-5 Copyright 2008 Werner et al 14
Guidelines for Developing Objectives – 3
Table 5-2
• 5. If you give your written objectives to
your trainees, you may not have to do
much else.
– Why? Because often employees are already
able to do what you are asking them to do
and will be happy to demonstrate their ability,
now that they know what is expected of them
SOURCE: From Mager, R. F. (1997). Preparing Instructional Objectives (3rd ed., pp. 46–47, 55). The Center for
Effective Performance, Inc., 1100 Johnson Ferry Road, Suite 150, Atlanta, GA 30342. [Link]
800-558-4237. Reprinted with permission. All rights reserved. No portion of these materials may be reproduced in
any manner without the express written consent from The Center for Effective Performance, Inc.
CH-5 Copyright 2008 Werner et al 15
The “Make Versus Buy” Decision
• Best use of available resources
• Typical Services Available
– assisting with conducting needs assessment
– guiding internal staff to design or implement a
program
– designing a program specifically for the organization
– providing supplemental training materials (exercises,
workbooks, computer software, videos)
– presenting a previously designed program
– conducting a train-the-trainer program
CH-5 Copyright 2008 Werner et al 16
Major Reasons to Contract Out
• The firm does not have the expertise to
design the program in-house
• Management would not likely have the
time to design the program
• Firm doesn’t have an HRD department or
full-time HRD professional
CH-5 Copyright 2008 Werner et al 17
Factors to Consider – 1
Table 5-3
Expertise When an organization lacks
specialized KSAOs needed to
design and implement an HRD
program.
Timeliness When it is timelier to hire an
outside agency to facilitate the
process.
SOURCE: From Carnevale, P., Gainer, L. J., Villet, J., & Holland, S. L. (1990). Training Partnerships: Linking Employers
and Providers (p. 6). Alexandria, VA: American Society for Training and Development .
CH-5 Copyright 2008 Werner et al 18
Factors to Consider – 2
Table 5-3
Number of The larger the number of trainees
Trainees the greater the likelihood to design
the program itself. For just a few
trainees use an outside training
agency.
Subject If the subject matter is sensitive or
Matter proprietary the HRD conduct the
program in-house
SOURCE: From Carnevale, P., Gainer, L. J., Villet, J., & Holland, S. L. (1990). Training Partnerships: Linking Employers
and Providers (p. 6). Alexandria, VA: American Society for Training and Development .
CH-5 Copyright 2008 Werner et al 19
Factors to Consider – 3
Table 5-3
Cost Always considers cost, but only in
concert with other factors
Size of HRD The size of the HRD department is
important for assessing the
capacity to design, conduct, and/
or implement skills training as
opposed to using an outside
agency
SOURCE: From Carnevale, P., Gainer, L. J., Villet, J., & Holland, S. L. (1990). Training Partnerships: Linking Employers
and Providers (p. 6). Alexandria, VA: American Society for Training and Development .
CH-5 Copyright 2008 Werner et al 20
Factors to Consider – 4
Table 5-3
“X” Factor Some other extraneous conditions
that would make it
preferable that an outside agency
be used to conduct the skills
training.
SOURCE: From Carnevale, P., Gainer, L. J., Villet, J., & Holland, S. L. (1990). Training Partnerships: Linking Employers
and Providers (p. 6). Alexandria, VA: American Society for Training and Development .
CH-5 Copyright 2008 Werner et al 21
Other Factors
• Personal contacts or past experience with
an outside vendor
• Geographical proximity to the vendor
• Local economic conditions
• Presence of government incentives to
conduct training
CH-5 Copyright 2008 Werner et al 22
Choosing a Vendor – 1
• Cost: price relative to program content
and quality
• Credentials: including certificates,
degrees, and other documentation of the
vendor’s expertise
• Background: number of years in business
and experience in the particular content
area
CH-5 Copyright 2008 Werner et al 23
Choosing a Vendor – 2
• Experience: vendor’s prior clients,
success with those clients, references
• Philosophy: comparison of the vendor’s
philosophy to that of the organization
• Delivery Method: training methods and
techniques used
• Content: topics included in program or
materials
CH-5 Copyright 2008 Werner et al 24
Choosing a Vendor – 3
• Actual Product: including appearance,
samples, or whether a pilot program is
available
• Results: expected outcomes
• Support: especially in terms of
implementation and follow-up
CH-5 Copyright 2008 Werner et al 25
Choosing a Vendor – 4
• Request for Proposal (RFP):
– the match between a vendor’s offer and the
requirement spelled out in the organization’s
request for a proposal
CH-5 Copyright 2008 Werner et al 26
Selecting the Trainer
• Training Competency
– knowledge and varied skills needed to design
and implement a training program
• Subject matter expertise
– mastery of the subject matter
• Training is most effective when trainers
possessed an advanced level of expertise
as instructors and facilitators
CH-5 Copyright 2008 Werner et al 27
Helping Less Qualified Trainers
• Teaming skilled trainers with in-house subject
matter experts to form an instructional team
• Using a training technique that does not require
a human trainer, such as computer-aided or
online instruction programs
• Train-the-trainer programs, which involve
identifying in-house content experts who lack
training skills and training them to become
effective trainers
CH-5 Copyright 2008 Werner et al 28
Train-the-Trainer Programs
• Provide subject matter experts (SMEs)
with the necessary instructional knowledge
and skills to design and implement training
program
• Available through
– local professional associations
– colleges
– consultants
CH-5 Copyright 2008 Werner et al 29
Train-the-Trainer Programs
• Focus on
– Developing trainee objectives and lesson
plans
– Selecting and preparing training materials
– Selecting and using training aids (e.g.,
Microsoft® PowerPoint® slides, videos,
overhead projectors)
– Selecting and using different training methods
and techniques
CH-5 Copyright 2008 Werner et al 30
Importance of a Good Trainer
• A bad trainer can cancel out an excellent
training effort
• An excellent trainer can make a bad
training effort a lot better
CH-5 Copyright 2008 Werner et al 31
Preparing a Lesson Plan
• Lesson Plan
– translates program objectives into an
executable training session
– trainer’s guide for the actual delivery of the
training content.
– determines in advance what is to be covered
and how much time is devoted to each part of
the session
CH-5 Copyright 2008 Werner et al 32
Lesson Plan Contents
• Content to be covered
• Sequencing of activities
• Selection or design of training media
• Selection or development of experiential
exercises, or both
• Timing and planning of each activity
• Selection of the method of instruction to be used
• Number and type of evaluation items to be used
CH-5 Copyright 2008 Werner et al 33
General Lesson Plan Template
Fig. 5-2
CH-5 Copyright 2008 Werner et al 34
Preparing Training Materials
• Program Announcements
• Program Outlines or Syllabi
• Training Manuals
• Textbooks
CH-5 Copyright 2008 Werner et al 35
Program Announcements
• Inform target audience about training
program
– Purpose of program
– When and where to be held
– How to participate in program
• Give sufficient lead time for trainee to
schedule
CH-5 Copyright 2008 Werner et al 36
Transmission of Program
Announcements
• Sent through
– Supervisory channels
– Union stewards
– Company newsletters
– Intranet
– Mail
– Electronic bulletin boards
– E-mail
– HRD Bulletins
CH-5 Copyright 2008 Werner et al 37
Program Outlines
• Communicate the content, goals and
expectations of the program
• Include
– Course objectives
– Topical areas
– Materials or tools needed
– Requirements of each trainee
– Tentative schedule
CH-5 Copyright 2008 Werner et al 38
Training Manuals and Textbooks
• Textbooks
– Generally provide a broad treatment of
subject
• Training Manuals
– Brief and hands-on
• Buy or Develop?
– Generally less expensive to purchase
• Copyright Laws
– Get permission and give attribution
CH-5 Copyright 2008 Werner et al 39
Scheduling the HRD Program
• During working hours:
– Avoids outside conflicts
– Sends message that learning/training is
supported by management
• Day of the Week:
– Avoid Mondays and Fridays
– Avoid holiday weeks
CH-5 Copyright 2008 Werner et al 40
Time of Day Issues
• Too early
– Tardy or tired participants
• Over lunch hour
– When do they eat
• Mid-afternoon
– Sluggish circadian rhythms
• Late in day
– Distractions and need to leave early
CH-5 Copyright 2008 Werner et al 41
Other Working Hour Constraints
• Considerations
– Peak work hours
– Staff meeting times
– Travel requirements
– Training shift workers
• Consult with managers and supervisors
before scheduling
– Do it well in advance of scheduling
CH-5 Copyright 2008 Werner et al 42
Scheduling After Working Hours
• Avoids organizational complaints
• Other problems
– Family obligations
– Moonlighters
– Tired trainees
– Reluctance to give up free time
• Inducements
– Overtime pay, comp time, promotion, holding
at resort with leisure activities
CH-5 Copyright 2008 Werner et al 43
Registration and Enrollment
• It must be clear on
– How one should register
– Who is responsible for logistics
• Travel arrangements
• Lodging
• Meals
– How to cancel or reschedule
• If available, use computerized system
such as RegOnline
CH-5 Copyright 2008 Werner et al 44
E-Learning
• Quicker and more widespread access to
training materials
• Once in place, cheaper than classroom
• Can be 24/7
• Allows trainee to control pace and training
process to fit personal needs and abilities
CH-5 Copyright 2008 Werner et al 45