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It was a phone call that started all of this: my
manager called me while I was working in France and asked if I would
establish a corporate group to develop training programs on the U.S.
FDA's Current Good Manufacturing Practice regulations (cGMPs) and
the company's standard operating procedures. Maybe it was because
I had taught several "standup," leader-led programs or had taught
at Indiana University, or maybe because I had been labeled a "creative" type
-- I'm still not sure. But, as they say, it was an opportunity I
couldn't refuse.
Entering into the task, I encountered professions
and jargon I had never known: instructional designers, instructional
technologists, front-end analysis, mastery learning -- the list could
go on and on. But what was exciting was getting a glimpse of how different training could
be if approached from the perspective of human performance.
It was there and then I discovered that "training" was much more
complex than I had been told or had experienced.
Despite the complexity, there was a simplicity
in the goal: getting a person or persons to perform tasks safely,
correctly, and effectively, time after time.
In trying to understand and deal with this seeming
paradox, I began reading about human performance, adult learning
theory, and what other industries were and are doing in instructing
and training their employees. I discovered a variety of ways to deliver
instruction, some of which have been around for generations and others
just now becoming practical and useful.
Also, I began talking with and visiting other pharmaceutical
and medical device firms to learn and share approaches, tools, frustrations,
and ideas.
And yes, I talked with some of the users of
training programs to learn what they liked, what they did not like,
and how they thought learning could be best be integrated into their
operational or professional activities.
This book is the result of the learning and experiences
I have had regarding training and performance since receiving that
phone call in September 1989. It is a book I wish I had had when
I started that job.
Several people to whom I have described this project
have said, "Oh . . . it's going to be a cookbook for doing training." I
think it all depends on what you mean by "cookbook."
There is a cook who comes to mind who meticulously
follows a recipe. Her use of timers, thermometers, and measuring
cups would make the director of the National Bureau of Standards
proud. Her successes, though frequent, are uninspired. A crisis occurs
when she discovers there are only two cups of flour and she needs
three, or when the sauce breaks down and separates into globules
even though she followed the recipe precisely. Variations and surprises
throw her into turmoil.
Another person comes to mind -- my father. Raised
in his family's bakery and studying the subject in college, he learned
that recipes were guides. Temperature and humidity were factors to
be reckoned with just as the time in the oven. He learned there are
rules of thumb about what you can substitute if you run out of a
particular item. If you discovered you were out of flour, that gave
you the opportunity to try something else. Occasionally it did not
work, but most of the time, the results were sensational.
The point is this: if you try to use this volume
as a step-by-step, do-it-without-thinking cookbook, you will succeed
to a limited degree. But, if you understand the concepts and principles,
and apply them to your specific situation with creativity and
courage, using this book as a guide, you will do far better.
Getting the best and most from the people who are
doing a particular job is not a validated process. Neither is producing
a training course or lesson that will yield optimal results on the
first (or second or third) try. There are, however, some guidelines
and approaches that will greatly increase the probability of success.
If you understand something about how people -- adults --
learn, how to systematically define the problem and how to solve
it, the learner's needs and how to meet them, you'll be 80 percent
there. The more frequently you do it, the more you will learn, and
the better the results.
There is science and technology involved in training,
but there is also some art. You are fighting for the attention and
concentration of people who usually would rather be elsewhere, doing
almost anything. Creatively developed and visually appealing handouts,
engaging computer-based training, videos, slides, or the use of a
well-told story in any medium can help get people to focus on the
knowledge and skills you are helping to provide to them.
Julia Child, one of America's greatest chefs, with
her co-authors wrote:
Cooking
is not a particularly difficult art, and the more you cook and learn
about cooking, the more sense it makes. But like any art it requires
practice and experience. The most important ingredient you can bring
to it is love of cooking for its own sake.
Change the verb from "cook" to "teach" or "train," add
some rigor and technology, mix well, and there you have it.
There is a basic model of instructional systems
design, with as many variations as practitioners, used to systematically
produce a "training intervention." The approach you will find here
is a mix of (what I have found to be) the best of the variations,
plus some new ideas, realism, and experience gained while working
for a large pharmaceutical corporation and, more recently, consulting
in the U.S. and abroad. Included are examples or situations where
people (including me) have learned something from the College of
Painful Experience.
This book will not make you an instructional designer
or a performance technologist; it does not intend to do that. This
book should help you make 80 percent of your training programs 80
percent more effective than what one professional calls the "spray
and pray" approach to training. To go much beyond that 80/80 estimate,
and for complex or unusual projects, you will need the experience,
expertise, and unique perspective of professional instructional designers.
If you have an opportunity to be involved with
training and human performance, you are very fortunate. You will
learn an incredible amount about people, various topics, and using
a systematic process for solving problems that will help you in every
other position that you will have. You will make a difference in
the lives of people and in the quality of your firm's products and
in the company's profitability.
And, if you do it right, you will also have a whole
lot of fun.
Jim Vesper
June 1993
Rochester, New York
| vii |
|
Preface |
| xi |
|
Acknowledgements |
| xiii |
|
Introduction |
| 1 |
|
Section I: Before You Begin ... |
| 3 |
|
1. Why Training Is Not
the Answer |
| 9 |
|
2. Focusing on Human Performance |
| 21 |
|
3. Training as a Way to
Improve Human Performance |
| 27 |
|
4. Training and the Organization |
| 41 |
|
5. Regulatory Compliance:
The Minimal Goal |
| 57 |
|
6. How Adults Learn Best |
| 65 |
|
7. Overview of the Instructional
Systems Design Process |
| 73 |
|
Section II: Analysis Phase |
| 75 |
|
8. Introduction to the
Analysis Phase |
| 77 |
|
9. Define the Scope of
the Project |
| 81 |
|
10. Analyze the Job |
| 85 |
|
11. Analyze the Tasks |
| 95 |
|
12. Analyze Audience Characteristics |
| 101 |
|
13. Summarize the Findings |
| 105 |
|
14. Check Quality |
| 107 |
|
15. Prioritize Needs |
| 111 |
|
Section III: Design Phase |
| 113 |
|
16. Introduction to the
Design Phase |
| 119 |
|
17. Consider What Else
Is Needed |
| 123 |
|
18. Establish and Confirm
Program Goal |
| 127 |
|
19. Identify the Subgoals |
| 131 |
|
20. Establish the Objectives |
| 137 |
|
21. Select Topics to be
Included in the Instructional Unit |
| 141 |
|
22. Develop Manageable
Units of Instruction |
| 143 |
|
23. Plan the Evaluation
Strategy |
| 151 |
|
24. Prepare a High-Level
Outline |
| 165 |
|
25. Select the Appropriate
Instructional Methods |
| 175 |
|
26. Select the Appropriate
Media |
| 191 |
|
27. Identify Potential
Instructors and Monitors |
| 195 |
|
28. Refine the Curriculum |
| 199 |
|
29. Check Quality |
| 201 |
|
30. Prepare the Written
Instructional Plan and Have it Approved |
| 205 |
|
Section IV: Development Phase |
| 207 |
|
31. Introduction to the
Development Phase |
| 211 |
|
32. Expand the Instructional
Outline |
| 219 |
|
33. Sketch or Story board
Visuals and Other Materials |
| 225 |
|
34. Check Quality |
| 227 |
|
35. Plan Implementation
and Rollout |
| 231 |
|
36. Develop Lessons and
Activities |
| 237 |
|
37. Develop Evaluation
Methods and Tools |
| 247 |
|
38. Produce Visuals and
Other Instructional Materials |
| 257 |
|
39. Prepare the Instructor's
Manual |
| 259 |
|
40. Conduct a Pilot Program
and Modify Course / Lessons as Needed |
| 263 |
|
41. Approve the Course |
| 267 |
|
Section V: Implementation Phase |
| 269 |
|
42. Introduction to the
Implementation Phase |
| 271 |
|
43. Prepare Instructors
and Monitors |
| 277 |
|
44. Schedule Sessions,
Instructors, and Participants |
| 279 |
|
45. Deliver the Course |
| 281 |
|
46. Document Attendance |
| 285 |
|
47. Document Instructional
Content and Materials |
| 287 |
|
48. Collect and Assess
Evaluation Data |
| 291 |
|
Section VI: Evaluation and Maintenance Phase |
| 293 |
|
49. Introduction to Evaluation
and Maintenance Phase |
| 297 |
|
50. Analyze Evaluation
Data and Modify the Course as Needed |
| 301 |
|
51. Coach Instructors
as Needed |
| 307 |
|
52. Measure Course Effectiveness |
| 309 |
|
Section VII: Related Topics |
| 311 |
|
53. Deciding to Build
or Buy Courses or Instructional Materials |
| 317 |
|
54. Using Outside Professionals |
| 325 |
|
55. Having and Using Procedures |
| 335 |
|
56. Auditing Human Performance
and Training Programs |
| 343 |
|
57. Transferring Programs
and Courses Abroad |
| 355 |
|
Section VIII: Looking into the Future |
| 357 |
|
58. The Changing Audience |
| 363 |
|
59. Using Multimedia Technology |
| 373 |
|
60. Electronic Performance
Support Systems |
| 383 |
|
61. Virtual Reality as
a Training Tool |
| 389 |
|
Appendices |
| 391 |
|
A. European Community
Training Requirements for Pharmaceutical Personnel |
| 395 |
|
B. Resources |
| 399 |
|
References and Sources |
| 407 |
|
Index |
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