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A ready-to-use toolkit for delivering high-value training in any scenario The Trainer's Handbook is a comprehensive manual for designing, developing, and delivering effective and engaging training. Based on the feedback of workshop participants, readers, and instructors, this new third edition has been expanded to provide guidance toward new technologies, leadership training, distance learning, blended learning, and other increasingly common issues, with new case studies for each chapter. A systematic approach to training breaks the book into five parts that separately target analysis, design, development, delivery, and evaluation, giving you a comprehensive reference designed for quick look-up and easy navigation. New inventories, worksheets, job aids, checklists, activities, samples, and templates help you bring new ideas into the classroom, and updated instructor guide help you seamlessly integrate new and established methods and techniques. Training is increasingly expanding beyond the traditional instructor-led classroom; courses may now be delivered online or offsite, may be asynchronous and self-led, and may be delivered to individuals, small groups, or entire organizations. This book gives you a one-stop reference and toolkit to help you provide more effective training, regardless of class size, structure, subject, or objective. * Explore new training styles adapted to different learning styles * Design specialized instructional plans for groups, distance learning, and active training * Blend creativity, logic and design principles to create more effective visuals * Develop strategies for training leaders, training across cultures, and more Effective training means delivering useful information in a way that's accessible, approachable, understandable, and memorable. The Trainer's Handbook gives you the knowledge and framework you need to provide a high-value experience in any training scenario.
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Seitenzahl: 520
Title Page
Copyright
List of Tables, Exhibits, and Figures
Acknowledgments
Preface
Part I: Training Fundamentals
Chapter 1: Assessing Needs
Understanding Needs Assessment
Needs-Assessment Process
How to Conduct a Needs Assessment
Developing an Action Plan
Assessing Participants' Knowledge, Attitudes, Skills
Key Points
Chapter 2: Understanding Adult Learners
Andragogical versus Pedagogical Model
How and Why People Learn
Learning Styles
Application of Learning Principles
Key Points
Chapter 3: Training Styles
Trainer Characteristics and Competencies
Training Style
Learner-Centered versus Information-Centered
Key Elements of a Trainer's Style
Key Points
Chapter 4: Understanding Today's Learner
The Changing Training Environment
Self-Awareness
Diversity Issues
Key Points
Chapter 5: Writing Instructional Objectives
What Are Learning Objectives?
Writing Learning Objectives
Key Points
Chapter 6: Writing an Instructional Plan
Instructional Plan Overview
Time Needed to Develop a Training Program
Cost Considerations
Major Components of Design
Creating a Design Matrix
Creating a Detailed Instructional Plan
Components of an Instructional Plan
Instructional Methods
Developing Materials
Key Points
Chapter 7: Selecting, Designing, and Developing Active-Training Methods
The Case for Active Training
Cooperative Learning
Creating an Active-Learning Environment
Designing Active-Training Activities
Common Methods and Materials
Experiential Learning Activities
Key Points
Chapter 8: Delivering Training
Creating a Positive Learning Environment
Experiential Learning Cycle
Tips for Using Specific Methods
Improving Platform Presence
Key Points
Chapter 9: Using Visual Aids
Retention Rate in Visual Learning
Reasons to Use Visual Aids
Guidelines for Using Slides
Using Flip Charts
Using Videos and Video Clips
Key Points
Chapter 10: Working with Groups
The Trainer as Facilitator
Ways to Encourage Participation
The Art of Asking Questions
Responding to Questions
Scaling the Wall of Resistance
Problem Situations
Key Points
Chapter 11: Using Creativity
Creativity with Small Groups
Props and Other Theatrical Techniques
Using Games
Creative Closings
Key Points
Chapter 12: Evaluating Training
Evaluation Basics
Four-Level Model for Training Evaluation
Participant Evaluation and Accountability for e-Learning
Accountability for Training
Significance of the Evaluation Process
Key Points
Part II: Special Training Considerations
Chapter 13: Training Across Cultures
Globalization of Businesses and People
Culture and Cultural Dimensions
Becoming Culturally Intelligent
Practical Application
Key Points
Chapter 14: Storytelling as a Training Technique
The Value of Storytelling
Types of Stories
Telling Personal Stories
Capturing Your Personal Stories
How to Tell Your Story
Key Points
Chapter 15: Using Technology in Training
Workplace Trends
Advantages/Benefits of Distance Learning
Disadvantages/Drawbacks to Distance Learning
Types of Distance Learning
Guidelines for Designing Distance Learning
Designing and Developing Activities
Delivering Content and Activities
Key Points
Chapter 16: Training On the Job
The Need for Structured On-the-Job Training
Selecting the Trainer
Developing an Instructional Plan
On-the-Job Training Model
Evaluating On-the-Job Training
Key Points
Chapter 17: Training During Tough Times
Prove the Value of Training
Methods to Stretch Training Dollars
Technology-Based Delivery Methods
Just-in-Time Materials
Key Points
Chapter 18: The Business of Consulting: Internal and External
The Changing Role of the Trainer
The Client-Consultant Relationship
Developing a Proposal
Setting Clear Expectations
Selecting an External Consultant
After the Project
Key Points
Appendix A: Answers to Exercises
Chapter 3: Exhibit 3.3
Chapter 5: Exhibit 5.1
Chapter 7: Active Knowledge Sharing
Chapter 8: Seating Arrangements
Chapter 8: Pretest
Chapter 12: Measurement Terms
Appendix B: Recommended Resources
Books
Assessment Instruments and Simulations
Props, Toys, and Training Tools
Training Videos
Appendix C: Criteria for Selecting Packaged Programs
References
Index
About the Author
End User License Agreement
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Table of Contents
Begin Reading
Chapter 8: Delivering Training
Figure 8.1 Classroom Style
Figure 8.2 Horseshoe
Figure 8.3 Single Square or Round
Figure 8.4 Cluster
Figure 8.5 Conference
Figure 8.6 Semicircle and Full Circle
Figure 8.7 Chevron
Figure 8.8 The Experiential Learning Cycle
Chapter 1: Assessing Needs
Table 1.1 In-Depth versus Mini Needs Assessment
Table 1.2 Advantages and Disadvantages of Data-Collection Methods
Chapter 3: Training Styles
Table 3.1 Learner-Centered versus Information-Centered Training
Table 3.2 Advantages and Disadvantages
Chapter 4: Understanding Today's Learner
Table 4.1 Generational Differences
Chapter 5: Writing Instructional Objectives
Table 5.1 Reference Chart for Objectives
Chapter 6: Writing an Instructional Plan
Table 6.1 Instructional Methods
Table 6.2 Instructional Methods and When to Use Them
Table 6.3 Matching Methods to Desired Outcomes
Chapter 9: Using Visual Aids
Table 9.1 Using Visual Aids
Chapter 12: Evaluating Training
Table 12.1 Measuring Training Results
Table 12.2 Level 2 Evaluation Methods
Table 12.3 Determining Training Costs
Karen Lawson
This book is printed on acid-free paper. ∞
Copyright © 2016 by Karen Lawson. All rights reserved
Published by John Wiley & Sons, Inc., Hoboken, New Jersey
Published simultaneously in Canada
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Library of Congress Cataloging-in-Publication Data:
Names: Lawson, Karen.
Title: The trainer's handbook / Karen Lawson.
Description: Fourth edition. | Hoboken : Wiley, 2015. | Revised edition of the author's The trainer's
handbook, 2009. | Includes bibliographical references and index.
Identifiers: LCCN 2015036769 (print) | LCCN 2015041901 (ebook) | ISBN 9781118933138 (paperback) |
ISBN 9781118933152 (pdf) | ISBN 9781118933145 (epub)
Subjects: LCSH: Employees— Training of— Handbooks, manuals, etc. |
Training— Handbooks, manuals, etc. | BISAC: BUSINESS & ECONOMICS / Human Resources &
Personnel Management.
Classification: LCC HF5549.5.T7 L344 2015 (print) | LCC HF5549.5.T7 (ebook) | DDC 658.3/1243— dc23
LC record available at http://lccn.loc.gov/2015036769
Cover Image: © iStock.com/malija
Cover Design: Wiley
Table 1.1
In-Depth versus Mini Needs Assessment
Exhibit 1.1
Needs-Assessment Process
Exhibit 1.2
Method Selection Criteria
Table 1.2
Advantages and Disadvantages of Data-Collection Methods
Exhibit 1.3
Confidential Presession Questionnaire
Exhibit 2.1
Learning Style Profile
Exhibit 3.1
Characteristics of Effective Trainers
Exhibit 3.2
Instructional Styles Diagnosis Inventory
Table 3.1
Learner-Centered versus Information-Centered Training
Table 3.2
Advantages and Disadvantages
Exhibit 3.3
Learner-Centered or Information-Centered Behavior
Exhibit 4.1
Diversity-Awareness Inventory
Table 4.1
Generational Differences
Table 5.1
Reference Chart for Objectives
Exhibit 5.1
Editing Learning Objectives
Exhibit 5.2
Sample Objectives Worksheet
Exhibit 5.3
Objectives Worksheet
Exhibit 6.1
Design Matrix
Exhibit 6.2
Instructional Plan, Part I
Table 6.1
Instructional Methods
Table 6.2
Instructional Methods and When to Use Them
Table 6.3
Matching Methods to Desired Outcomes
Exhibit 6.3
Checklist for a Quality Participant Workbook
Exhibit 7.1
Video Preview Form
Exhibit 8.1
Sample Participant Cover Letter
Exhibit 8.2
Sample Tips for Participants
Exhibit 8.3
Sample Email to Manager
Exhibit 8.4
How to Prepare Your Employees for Training
Exhibit 8.5
Delegation Assignment
Figure 8.1
Classroom Style
Figure 8.2
Horseshoe
Figure 8.3
Single Square or Round
Figure 8.4
Cluster
Figure 8.5
Conference
Figure 8.6
Semicircle and Full Circle
Figure 8.7
Chevron
Figure 8.8
The Experiential Learning Cycle
Exhibit 8.6
Creating an Activity
Table 9.1
Using Visual Aids
Exhibit 10.1
Preventing Dysfunctional Behavior
Exhibit 11.1
Sample Action Plan
Table 12.1
Measuring Training Results
Table 12.2
Level 2 Evaluation Methods
Table 12.3
Determining Training Costs
Exhibit 13.1
Cultural Awareness Self-Assessment
Exhibit 13.2
Sample of Importance of Using Names
Exhibit 13.3
Case Example
Exhibit 13.4
Case Example
Exhibit 14.1
Story Matrix
Exhibit 16.1
Model for Teaching a Task or Procedure
Exhibit 16.2
Worksheet for Teaching a Task
Exhibit 16.3
Trainer Effectiveness
Exhibit 17.1
Checklist for Selecting Peer Trainers
Exhibit 17.2
Plan for a Train-the-Trainer Program
Exhibit 17.3
Negotiating with Consultants and Service Providers
Exhibit 17.4
Case Study for Lunch-and-Learn Session
Exhibit 17.5
Guidelines for Conducting a Teleseminar
Exhibit 17.6
Technology-Based Delivery Methods
Exhibit 17.7
Tips to Maximize Your Training Dollars
Exhibit 18.1
What's Your Trust Quotient?
Exhibit 18.2
Checklist for Selecting an External Consultant
I would like to thank the many people who have attended my training sessions throughout the years. In essence, they are the authors of this book. They have taught me what it means to be a learning and development/training professional.
I am grateful to the many training professionals who have shared their tips and techniques from conference platforms and also one-on-one. Many of those colleagues have become my close friends. In particular, I thank Steve Sugar for his willingness to share games, ideas, and materials. I also thank my dear friend, Harriet Rifkin, with whom I have shared the joy and pain of growing as a training professional, for her caring and sharing.
I thank my editor, Matt Davis, for his patience, understanding, and encouragement.
Finally, to my husband, Bob Lawson, I can never adequately express how much I appreciate his love and support throughout the years. I also thank him for his belief in me when I didn't believe in myself. He is my colleague and partner, my champion and much-needed critic, but most of all, he is my best friend.
The field of workplace learning and development is growing by leaps and bounds. Along with the growth of the industry comes the demand for trainers. For our purposes, “trainer” refers to anyone who is responsible for delivering primarily classroom instruction, but with the growing use of technology in training, the term also applies to someone who may be designing and delivering nonclassroom-based training as well. A trainer might be an internal HRD professional responsible for providing training to the organization's employees. A trainer can also be a subject-matter expert who has been enlisted as a full-time professional trainer. Another category of trainers includes those who deliver training on a part-time basis as part of their overall job responsibilities. The term also applies to the external practitioner who contracts with an organization to design and/or deliver training programs. Often the external trainer is a casualty of corporate downsizing or maybe someone who just wants a career change. In either case, this individual has turned to the training profession as a means of utilizing skills or expertise in a particular discipline or subject area.
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