HRD tips & tools

Why you might want to read this page ...
From personal experience we know how difficult it can be for busy training professionals to keep abreast of new ideas and developments in the field of training. Pressures of work - and the demands on your time to help others with their development - leaves precious little time for your own development.

We have included this page on our website, because we recognise it as an opportunity to support our fellow training professionals, by sharing some of the ideas and approaches which we have used in our own training projects. We also want this page to talk directly to line managers, about some of the people and organization development challenges which they may face in their work.

We will continue to add to the information contained here. As this is a new website the topics currently represented are relatively limited. But we will add to this continually over the coming months and - sooner or later - we hope to hit on a topic or idea which is relevant to you.

We would also greatly welcome any suggestions from you, as to what topics we should be tackling within this page of our website. If you have a specific training project on hand at the moment, and you want to know how other organizations have tackled similar projects - just let us know and we'll see what we can do to help you find out.

Pick from the topics below the ones which you want to read about.

Learning Organizations

Management Development

Managing Diversity

Using external consultants - ideas for quality control

Strategies for communicating about change

5 rules for effective induction

Changing role of the Training Manager

Coaching

Mentoring

Trainers as Agents of Change

Self-Directed Learning



Using external consultants - ideas for quality control

Where there is a specialist training need, or particular expertise is required, training professionals such as yourself may opt to contract the design and delivery of training out to external specialists or consultants.

But how can you be sure that the consultants you choose will deliver the training product you need? Also, how can you be sure that their standards and values are in keeping with those of your organization?

If your past experience of external contractors has left a bad taste in your mouth then the few guidelines presented here may help to make your next experience a more successful one. Similarly, if you have not used external contractors before and you are keen not to get your fingers burnt, then these guidelines will be helpful to you.

1. Request to see a copy of the contractor's code of practice.
They should have one, and they should be very pleased to let you see it. The code of practice will help you to ascertain whether any fundamental conflicts exist, between their values and your own organization's values.

2. Request the names and contact details of at least two referees, i.e., organizations or bodies for whom the contractor has previously carried out training.
Hearing about the experiences of previous clients will help to get a feel for the contractor's approaches to quality, their attitudes to their clients, their ability to work collaboratively with client organizations, and the likelihood that they will deliver what they promise.

3. Ensure that you have a complete list of all contractor staff who will be involved in the training project, and arrange to interview each of these, either individually or together as a group. .
A common 'trick' - if trick is the right word - is that contractors, once they have secured a contract, may allocate to that contract individuals other than those with whom you entered into an agreement. You may then find, too late in the day, that those individuals do not have the specific skills or experience which the contractor had undertaken to contribute to your project. There is nothing to stop you specifying named individuals, and insisting that it is those individuals and no other who works on your project.

4. Request to see a list of the aims and objectives for the proposed training project, plus an outline of the activities planned, in order to achieve these.
This will help to give you a feel for how the contractor intends to approach the project, and whether or not you feel comfortable with that approach.

5. Make the provision of such information as is identified in points 1 to 4 above a pre-condition of contract.
If the contractor is unwilling or unable to meet all or any of these information requirements, then you should probably think very seriously before entering into any agreement with them.

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Strategies for communicating about change

People can be very opposed to change for a variety of reasons, some personal and some professional. One of the main reasons why people oppose and fear change is that it can pose, or be seen to pose, threats. At the individual level change can involve:

insecurity

    fear of failure
    fear of loss of status or comfort
    fear of the unknown

pain/grief

    loss of familiar situations
    loss of known ways of behaving or working
    loss of confidence in ability
    loss of comfortable routines and procedures

effort

    the struggle to learn new skills and new ways of working
    the struggle to build new relationships and ways of getting on with people.

When the change is properly explained and communicated, then many of these fears and anxieties can be overcome. Clear, effective communication, therefore, can be the vital key to addressing the behavioural and attitudinal problems associated with change. The role of training professionals in this context is to facilitate clear, effective communication about the change process.

The communication strategy used and degree of participation allowable in shaping the desired change will vary, depending on the level of the change.

Communication at the organizational level.
Changes, for example, in an organization's vision and its physical resources (number of people, buildings and premises, etc.) will be decided on the basis of available strategic information by those at the top. These decisions are often made unilaterally, although they are informed by opinions from below. The decisions made need to be communicated on to those at other levels in the organization, using messages which are motivational and meaningful to them.

Communication at the departmental/team level.
In determining how changes will be implemented at a departmental or team level, some degree of sharing and participation in the decision making process is often required. This is the point at which many organizations founder in their management of change: changes are communicated down from top management, but little authority or support is offered in enabling others to work out how these will be implemented in practice. The results is usually confusion about what is required, and resistance to carrying it out.

Communication at the individual level.
At this level, enlightened managers will often seek to allow their staff to make their own decisions about required changes in their job and the various tasks they perform. Individuals consider the implications of the higher level change, the changes which this will require of them, and will communicate these back up to their manager, who should then support their implementation.

Training professionals are usually the ones called on to help facilitate communication processes at each of these levels of change. The information below is offered as an outline to the various tasks which may be involved in facilitating constructive discussion at each of the three levels.

LEVEL OF CHANGE TRAINING/FACILITATION ACTIVITY REQUIRED
Organizational Level Discussions with top management to gather relevant information about the change.
Clarification of the issues involved.
Planning what needs to be communicated.
Preparing and designing materials/media to be used for the communication.
Agreeing and 'signing off' materials/media with top management.
Gathering information about progress and problems, and communicating these back up to top management.

Departmental/Team Level Working closely with departmental and team heads to clarify the change and identify its possible implications. Facilitating workshops to discuss and plan ways of implementing the change required. Managing the dissemination and sharing of information between teams and departments, about how the change is progressing. Publicising 'success' stories to motivate and ensure recognition for those who are working with the change.
Individual Level Working with individual managers to formulate positive messages for communicating the change on to their people. Gathering and responding to individual queries and concerns about the change. Working with individual managers to identify development needs associated with the change, and plan how to address these.


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5 rules for effective induction

Whatever the organization, whatever the job, induction is the one core training need of everyone who starts a new job, either with a new organization, or with a new part of the same organization.

Here are five simple rules for a systematic approach to induction which really works, and which capitalises on one major resource - the energy and commitment of the new entrant.

Rule 1: Make the most of early enthusiasm.
New entrants have high expectations of their organizations. These expectations are paralleled by high anxiety. Weak induction in the first few days can rapidly demotivate. Strong, structured induction satisfies new entrants' expectations and confirms the wisdom of their decision to accept the job.

Get the induction process right, and early enthusiasm soon converts into performance excellence, giving the manager and the jobholder plenty to look forward to in their first performance review.

Rule 2: Start induction when they accept the job.
Induction really needs to start before the new entrant formally joins. This keeps enthusiasm for the job high, and it also gives them time beforehand to prepare and learn about the organization, its values and its business purpose. When the great day comes and they start work, they won't feel quite a stranger.

Rule 3: Match the induction to the needs of the individual and their job. Induction programmes need to be flexible so they can be adjusted to suit the needs of the specific individual.

Too rigid an approach to induction can constrain the new entrant from demonstrating their full capabilities. The purpose of induction should not be to trammel people into a fixed space. It should be to guide and support them in developing a personal role which fits both their needs and those of the organization as a whole.

Rule 4: Use induction as an opportunity to learn about the new entrant. The wonderful thing about people is the diversity of skills, knowledge and experience which they bring to their work. Some of these will have been identified when the new entrant was first selected for the post. Others will remain unnoticed and untapped, unless the organization takes steps early on to find out about them and seek opportunities to use them.

In the early stages of induction the working relationship between the new entrant and their manager will be a close one. This is a great opportunity to find out what additional skills and knowledge the new entrant can contribute to the organization's collective experience.

Rule 5: Use induction as a springboard to further job development. Towards the end of induction a period of review is required, to consolidate learning and to seek further opportunities for job and career development. Waiting for the first formal performance review may mean leaving it too late to capitalise fully on the new entrant's enthusiasm. A more informal performance review should probably take place with the new entrant, some 3 to 4 months after entry into their new post.

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Changing role of the Training Manager


Managing Training across Changing Structures

When Charles Handy wrote the "Age of Unreason" in 1989 he predicted major changes in our understanding of the word ‘organization’. His vision of the growing importance of ‘shamrock organizations’ has proved to be accurate, and increasingly reflects the environment in which we work.

The shamrock symbolizes three different groups of people, each with different expectations, managed differently, paid differently and organized differently. In old style organizations the professional core was by far the largest leaf of the shamrock. But with downsizing, the need for flexible, movable structures and the ever changing range of specialist skills which organizations require, the knowledge professional core has become smaller and is complemented by larger numbers of contract and part time workers. This affects training managers in two important ways.

1. Downsizing of training departments has meant that training managers are increasingly finding the need to contract out whole areas of their training programme to specialist training designers and providers. Managing these contractor relationships effectively over the short and medium term is, for many, a new and challenging experience. DBA’s book Choosing and Using Training Consultants (1993, Gower) was written in response to a perceived need to support and guide training managers who now needed to manage this new challenge in their jobs.

2. The increasing size of the flexible workforce, with people working in part time and temporary jobs, also poses a challenge for training managers. At DBA we have experienced an increasing demand for induction training packages (even employees on short term contract need to understand the organization for which they are working!). We have also seen an increasing demand for new and more flexible alternatives to workshops, courses and group based training events. Such alternatives include:

  • training individuals to manage and take responsibility for their own personal development
  • training managers to coach and develop their staff on-the-job
  • developing self-study materials
  • advising on and helping to set up learning resource centres which support self-directed learning.

Such approaches to training and development can accommodate a wide variety of working patterns and timetables. They are needed to meet the development needs of a more flexible, changeable workforce.


Responding to the Changing Development Needs of Managers

As organizations change, there is a need for managers to learn new people management and leadership skills. Employees who work part time or on short term contracts or in job- sharing face different difficulties and are motivated differently from full-time employees. Managers need to engender commitment by motivating individuals, working more participatively with them, and finding new ways to enrich their working experience.

The challenge for training managers is to identify and then develop in managers the new mix of skills and attributes which this approach requires of them. Our work in identifying competences for managers has identified an increasing emphasis on the ‘softer’ management skills (e.g., teamworking, building relationships, persuading and influencing) as an important complement to the ‘harder’ skills of business finance, strategy and planning.

In the past, individuals sought advancement through promotion. As new organization structures take shape, the opportunities for promotion are fewer. Managers need, therefore, to find other ways to satisfy individuals’ ambition and desire for advancement. This can be done by building development opportunities into jobs, and enabling people to expand and widen their skill base and extend their roles and responsibilities.

For organizations who are already accredited to IiP or who are working towards it, it is essential that managers at all levels are able to identify training and development needs for their staff.

There is an increasing need for managers to take a more active role in the development of their staff. The challenge for training managers is to:

  • equip managers within their organization, with the skills and knowledge required to identify individuals’ development needs
  • coach and support skills development on-the-job.

At DBA we have seen the development of this trend in an increasing demand for our help in:

  • enabling and equipping training managers to fulfil a new role as internal training consultants to managers in their organization
  • designing and delivering coaching skills training programmes for managers
  • new approaches to teamwork.

The Changing Role of the Training Manager

Training managers are subject to several challenges which need to be met often within the parameters of reduced training budgets.

The technical challenge is to keep up-to-date with changes in legislation, company policy, new methods of training delivery and new subject matter (especially in Information Technology)

The strategic challenge is to monitor and respond to expected changes in skill requirements, and to deliver training which provides demonstrable, measurable bottom line results, both short and the long term.

The professional challenge is to keep up-to-date with changing practice, to manage ongoing continuing professional development, and to ensure that the organization’s trainers and line managers are informed and practised in applying the best in training ideas and methods. Gordon Lippitt has identified four roles for training managers in modern organizations:

  1. learning specialist and instructor
  2. administrator of training and development staff and programmes
  3. information coordinator
  4. internal consultant to the management of the organization.

Traditionally, the activities of training managers have focused primarily on the first two of these roles. As the need to contract out training projects and to equip managers with staff development skills has increased, so the focus has shifted significantly towards the last two of the roles listed:

  • the training manager as information coordinator:
    • managing and monitoring contractor relationships
    • enabling and evaluating line manager effectiveness in developing their staff
    • coordinating an organization-wide skills development effort.
  • the training manager as internal consultant:
    • identifying skill development needs for the future
    • advising on staff development methods and best practice
    • evaluating and improving the bottom line effectiveness of the organization’s training and development effort

This is the new profile which training managers will need to match as they help to steer their organizations into the new millennium.

If we can help you with any of the topics listed, please contact us.

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COACHING

COACHING -are you getting the results you deserve?

Coaching is often promoted as a "less costly", "more targeted" and "highly flexible" training approach. It is no wonder therefore that at DBA we're receiving more and more enquiries about coaching skills training. And indeed we have many customers who have benefited from the implementation of a coaching programme. However, in our experience, coaching needs careful handling if it is to deliver the promised results.

Why is there such enthusiasm for coaching?

The major changes we're experiencing in organization structure and culture are resulting from situations which require:

  • line managers to take responsibility for the development of their own staff and
  • individuals to become more involved in making decisions about their own personal development.

As a consequence, the role of the training manager is changing and there is now an increasing requirement for trainers to provide flexible, cost effective and individually targeted alternatives to grouped based training. Coaching is being hailed as the solution to these changes and requirements.

What is coaching?

Coaching is a continuous, ongoing dialogue about the job performance of the individual concerned. Its purpose is to ensure that the individual can perform the tasks required of them to the best of their ability. More often than not, coaching is carried out by line managers. Increasingly in DBA clients, we are also seeing peer coaching used effectively on team work.

There are a number of models available to describe the coaching process. Most of these are broadly similar to the Slater Packard model which we have successfully used with our clients. The model identifies the following key stages which occur within a continuous cycle.

So what can go wrong?

The two most common problems associated with coaching are misuse and skill deficit.

The first of these, the misuse of coaching, arises through a misunderstanding. It occurs when coaching is identified as the sole solution. You may have met the member of the senior management team who in a sweeping reform removes all other methods of development, because they have heard that the latest word in training is " coaching". Or the budget driven manager who sees coaching as an economical way to deliver a lot of training. In practice, while coaching is a less costly, highly targeted, and flexible method of training, it is only truly effective when used to complement rather than replace other training methods. Coaching should be used as a considered part of the total training mix.

The second most common problem we see with coaching is a skill deficit: those who are required to act as coaches either receive inadequate training or no training at all - after-all the cry goes up, "who needs to learn to coach!" Sad, but true. And what is also true, is that as a result of these two problems, coaching could very easily acquire a bad reputation and be quickly dismissed as another "fad". Make sure this doesn't happen in your organization. With our clients we have proved beyond question that coaching is a vital part of the training mix. To make sure you benefit from all that it has to offer, educate your organization on the true role of coaching and train your coaches to do the job well. Everyone benefits.

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MENTORING

Mentoring - professional support which delivers results.

If your organization has senior managers who are out of touch with key players at the operational level

or if you’re looking for a way to motivate and retain high achievers within a flatter management structure

then you probably need a Mentoring programme.

Recent research by the UK’s Industrial Society identified Mentoring as one of the fastest growing management development activities in the UK. So what is it and is it just another name for Coaching?

Is Mentoring just another word for coaching?
We would argue that Mentoring and Coaching are quite different activities, both of which are important in their own right, and strongly supportive of individual development. We have used the following comparison chart to help our clients clarify their understanding of the different roles each mechanism has to play:

Coaching Mentoring
Something which managers must do for all their staff, as a required part of their job. Something which managers choose to do for specific, selected individuals.
Takes place within the confines of the formal line manager-jobholder relationship (although peer coaching within work teams is increasingly common). Takes place outside the line manager relationship, at the mutual consent of the Mentor and the person they are Mentoring.
Is job-focused: focuses on developing the individual within their current job. The coach manages, assesses and appraises the individual’s development in line with the tasks which their job requires them to perform and the standards they need to achieve.. Is career-focused: focuses on the long term, overall development of the individual in line with their career aspirations. The Mentor acts as a sounding board for the individual’s development concerns and needs, listening, offering advice and making suggestions.
Interest is functional - arising out of the need to ensure that the individual can perform the tasks required of them to the best of their ability. Interest is personal - arising out of the Mentor’s personal belief in the individual and a personal desire to ‘champion’ and support them in achieving their career aspirations.
Relationship tends to be initiated and driven by the individual’s line manager. Relationship is often initiated by the Mentoree.
Relationship is finite - ends as individuals move on to work in other jobs under other line managers. Relationship crosses job boundaries - will tend to persist throughout a person’s career.

Moving from tradition to today

Traditionally, Mentoring was used simply as an aid to succession planning. It enabled the organization’s leaders to prepare and shape the leaders who will take their place in the future. Often carried out on a very informal basis, it was generally based on a personal understanding between two individuals. Today, Mentoring is used as a strategic tool for organizational development. As such it is expected to produce specific results and must therefore be planned, managed and supported like any other part of the training and development mix. In helping our clients to set up and implement Mentoring programmes we tend to guide them through the following four stages:

  • selection - of suitable candidates for the programme, both Mentors and Mentorees
  • matching - of Mentors and Mentorees into appropriate pairings which are likely to work
  • preparation - of both Mentors and Mentorees, through briefing sessions at which Mentoring objectives, expectations and methods are discussed and planned
  • implementation - of the Mentoring relationship in close association with the Mentoree’s line manager (a very key player who must not be overlooked!).

We have found this four-stage approach a very effective way to identify, match and support Mentors and Mentorees.

Supporting Mentorees.

The support required is wide ranging and the table below (based on Leibowitz and Schlossber, 1981) gives an idea of the breadth of skills and behaviours which Mentors may need to develop.
Mentoring Role
Communicator Counsellor Coach
Advisor Advocate
Benchmarker Referral Agent Broker

Moving from the traditional view of Mentoring to this model which identifies the full range of skills and behaviours required of a Mentor today, it becomes obvious that for any Mentoring programme to produce results must be carefully implemented, monitored and managed.

If Mentoring is coming on to the agenda in your organization, make sure that its complex nature and consequent need for professional support is understood. Approached in this way, you will be on the path to a successful Mentoring initiative.

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TRAINERS AS AGENTS OF CHANGE

"The only thing we're certain of round here" comes the exasperated cry "is change". If you haven't said it yourself, you've certainly heard someone else say it, because it's true. To remain competitive in every sense, organizations need to adapt constantly and respond to the ever changing needs and demands of the stakeholders. Consequently we have seen a rise in demand for courses in Change Management. The provision of these courses is a natural enough response, but at DBA we have evidence that suggests that the provision of Change management courses alone can in fact blind organizations to the real role of the training department in the management of change. Organizations should in fact be using trainers as agents of change rather than just as deliverers of courses.

The blind spot

This blind spot occurs because many organizations take a limited view that "if we've got Change Management on the training agenda, then we're doing all we can". While adding such courses is a step in the right direction, it only addresses a small part of the situation. Because these courses are often only available to people at managerial or supervisory level they focus on the development of a particular set of skills for a particular group of people. The wider issue of helping the whole organization handle change is ignored. Organizations which take this approach tend to develop recurring patterns of failure each time change is introduced because they are only addressing one small part of the total change process.

How training should be involved

The process of change is relatively complex, and the training input requirements will be different at each stage of the change process. At DBA we have successfully introduced organizations undergoing change to the following change adoption model - it shows the different training input required at each stage of the change process.

From theory to reality

This model clearly illustrates the breadth of the role that training has to play in the successful acceptance and adoption of any change. If this role is accepted, trainers will undoubtedly be seen as agents of change. But this in itself must be recognized as a change with which can come all the associated rejection and inertia. Training and HRD professionals therefore have a significant role to play if this change is to be brought about. Look again at the above model. Use it to help your organization move towards accepting that you should act as an agent of change. The model requires you to be proactive. It demands that you change your behaviour. It requires a change in how you perceive yourself and how others perceive you. It presents a challenge to which you should rise if you want your organization to thrive in this environment of change and if you want to help training achieve the boardroom profile it deserves. Change can offer trainers many opportunities.

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SELF-DIRECTED LEARNING AS A DEVELOPMENT METHOD

Benefits of Self-directed Learning

In recent years self-directed learning has moved from the periphery to the mainstream of management and business development. Most development programmes now include some self-directed learning elements in their overall design and delivery.

The attraction for organizations is that this form of learning:

When used, for example for Induction, capitalizes on the energy and enthusiasm of the New Entrant.

The attraction for individual learners is that self-directed learning:

Supporting Self-directed Learning

The role which trainers play in support self-directed learning is very different from other aspects and responsibilities of the training function. In our work with client organizations we are increasingly involved in helping trainers to manage this transition from trainer-led to learner-led development, and to acquire the different training skills which this new responsibility requires of them.

Key responsibilities which we have identified for trainers in this context include:

For learners who are new to the discipline of self-directed learning, some initial training in how to manage their development is often required. Our experiences of inducting individuals into self-directed learning methods have revealed the following as key themes which need to be included in their preparatory training:

Integrating Self-directed Learning with Other Development Methods

It is possible to design most development programmes to include some elements of self-directed learning as part of their overall delivery mechanism. Effectiveness of training delivered through more traditional, formal methods such as group-based events can be greatly enhanced when supported by continuous, ongoing, self-directed learning.

This example describes how we at DBA integrated trainer-led and self-directed learning methods in one organization’s management development programme, to ensure that the initial learning impetus would be carried through and maintained over the long term, by the learners themselves.

Self-directed Learning in Management Development: an Example

Facilitator-assisted identification of personal development priorities against a range of management development topics

Participants choose between self-study and group training options for their development priorities

Participants choose between self-managed development activities and coaching provided by peers/colleagues

Facilitator-assisted groups to share and discuss participants' development

Self-development groups, managed by participants with complementary or similar development needs

Participants were new to the concept of self-directed learning. A key requirement initially therefore was to prepare participants, setting the programme in context, informing them of their responsibilities as self-directed learners, and supporting them in their choices about their personal development. As participants became more familiar with the concept, trainer input was reduced and ultimately removed. Two years on, peer support groups are still functioning independently of the organization's training function - although training support continues to be made available at the request of learners.

Why not email us now to discuss your company's needs?

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