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Complete Certificate Program Descriptions
Wednesday, December 3 - Friday, December 5
8:30 a.m. - 4:30 p.m.
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TMI3:Training Coordinator Certificate*
A Consulting Approach to Coordinating the Training Function*
Jovie Masters, Senior Instructor, The Training Clinic |
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Take a consulting approach to coordinate and administer training more efficiently and effectively. In this unique three-day certificate, learn how to develop a training plan, be active--not reactive--, and maintain management support for training. This certificate explores how to hire consultants, coach and develop subject matter experts as trainers, set up a resource center, market and administer a registration system, and schedule training (along with facilities and materials coordination). Learn skills to help you better:
■ Clarify your role in your organization.
■ Transition to an internal consulting approach and partner with internal customers.
■ Diagnose problems within your organization and put together a proactive plan to address them.
■ Identify what good training looks like so you can be a wise consumer of training products and services.
■ More easily develop and maintain training resources.
■ Manage training enrollment, record keeping, and follow-up.
■ Create effective training schedules and administer facilities arrangements.
Participants are encouraged to bring laptop computers to complete the out of class assignment of approximately 30 minutes in length.
CERTIFICATE CONTENT:
- Certificate introduction and objectives
- Set personal objectives for the session
Course Methods:
After completing an opening activity, you will identify personal objectives and share them in the large group. Expectations are clarified and set for the certificate..
Unit 1: Training Coordinator's Role in the Organization
- Measure yourself against eighteen training coordinator competencies
- Define your key roles and responsibilities
- Customize your job description as a training coordinator
Course Methods:
You will assess yourself against training coordinator competencies and clarify your roles, responsibilities and job description.
Unit 2: Transition to an Internal Consulting Approach
- Assess where your organization is in the life cycle of a training function
- Develop partnerships with management
- Identify who is the client
- Define internal consulting roles and skills
- Examine the consulting continuum
- Review your internal consulting roles inventory results
- Identify key internal consulting skills
- Review the eight-step consulting process
Course Methods:
A consulting approach is offered as a way to maintain a healthy life cycle for a training department. Essential tactics for developing partnerships with managers and learners are explored and assessed. Participants identify criteria for identifying a true client through analysis of a case study. Differences between traditional training and consulting approaches are identified through a comparison activity. Following completion of an inventory, participants identify what internal consulting roles they tend to play and which roles they may be neglecting. A case study is used to clarify the range of roles and criteria for selecting the most appropriate role in a given situation. Key internal consulting skills are assessed by participants using a gap analysis. The eight-step consulting process is reviewed in a participative lecture. You will begin to apply the process to a case study.
Unit 3: Diagnose Problems and Put a Plan Together
- Examine formal and informal techniques to analyze performance problems--is training the answer?
- Identify other barriers impacting performance
- Make vague requests specific through goal analysis
- Be active instead of reactive in meeting training needs
- Assess training needs
- Learn guidelines for developing needs assessment instruments
- Discuss special assessment issues
- Interpret training needs and wants from assessment data
- Craft learning objectives to meet the business need
- Develop a ten-part performance improvement plan overview
- Present the performance improvement plan at a feedback meeting
- Build rapport with line managers and executives
- Create a training plan
- Evaluate your needs before you go comparison shopping
- Monitor a training budget
Course Methods:
You will examine formal and informal tools to help diagnose problems through examples, exercises and case studies. Following an interactive discussion around assessment issues, you will practice interpreting assessment data given in a case study. They then learn to craft learning objectives to meet the business needs surfaced during the assessment and practice writing objectives for an upcoming session of your own.
You will explore the differences between a performance improvement plan and a training proposal through interactive discussion, identification of key criteria and examination of examples. Techniques for successfully presenting the plan in a feedback meeting are identified through discussion and small group activity.
Essential tactics for building rapport with managers are reviewed with examples and tips as support. A tool to help coordinators compare methods of delivery follows examples of ways to monitor a budget using training cost frameworks and cost benefit analysis. You will identify how to apply four levels of evaluation to a case study.
Unit 4: Know What Good Training Looks Like!
- Teach a five-minute lesson to a partner
- Evaluate ten aspects of your instructional style
- Learn how to build retention
- Identify three styles of learning
- Use twenty adult learning concepts to enhance learning
- Increase learner retention by using five steps of adult learning
- Ask key questions to process learning through five adult learning steps
Course Methods:
Adult learning concepts are distilled from a 60-minute simulation in which you will teach a partner a five-minute lesson Each learner gets feedback on his natural teaching style and is measured against ten aspects of his teaching style. Through a debriefing discussion, you will identify what helps adults learn and remember and how to identify training that honors adult learning. Special emphasis is given on what to look for when learning experiences are processed.
Unit 4: How to Develop and Maintain Training Resources
- Learn how to establish a corporate library and resource center
- Review criteria for buying external resources
- Discuss how to recruit subject matter experts as trainers
- Coach and develop subject matter experts as trainers
- Determine if packaged training right for you
- Analyze how to hire a consultant
- Share ”brown bag" seminar success stories
- Examine how to get the most from inexpensive resources
Course Methods:
Tools and techniques for building training resources are covered through checklists, case studies, exercises and interactive discussion. You will apply these techniques to their own situation.
Unit 5: Training Enrollment, Record Keeping and Follow-Up
- How to market your training programs effectively
- Review participant registration and confirmation systems
- Learn how to make record keeping easy: the bare essentials
- Monitor tuition reimbursement programs
- Summarize participant evaluations
Course Methods:
You will explore essential tactics for marketing training through small group exercises, checklists, and interactive discussion. Registration systems and approaches are reviewed through examples and checklists. You will identify key criteria in large group activities and then apply the criteria to their own situations.
Unit 6: Training Schedules and Facilities Arrangements
- Determine the best time to schedule training
- Develop practical class schedules
- Select the site: in-house or renting outside facilities
- Determine what type of room set-up is required
- Communicate expectations to hotels/meeting facilities
- Learn how to trouble-shoot facility problems
- Apply tips on ordering supplies, audio-visual equipment and refreshments
- Examine a meeting planner's survival kit
Course Methods:
A case study helps you identify key issues around scheduling. Checklists to make booking meeting space, facilities management, room set up and materials management easier are reviewed and customized.
CERTIFICATE OBJECTIVES
By the end of the certificate, as a participant you will be able to:
- Compare typical training coordinator roles and responsibilities.
- Assess your own competencies in the training coordinator position.
- Use a template to customize your training coordinator job description.
- Anticipate the changing training needs in your organization.
- Evaluate five types of performance consulting skills you will need to be successful.
- Practice how to gain management's commitment to performance improvement.
- Describe eight steps in the internal consulting process.
- Contract for results, not just training activities.
- Measure an organization's training needs.
- Identify essential elements of a performance improvement plan.
- Monitor a training budget
- Conduct successful feedback meetings.
- State how Performance Analysis can mean the difference between success and failure.
- Improve productivity by knowing when and where training can contribute.
- Select training programs that honor adult learning.
- Coach and develop subject matter experts as trainers using a competency checklist
- Recognize a training issue.
- Write learning objectives to meet your organization’s needs surfaced during assessment.
- Apply proven techniques to build rapport with line managers and gain executive support.
- Buy only what you need.
- Market your training programs for maximum attendance.
- Avoid no-shows for training.
- Negotiate successfully with off-site facilities.
- Learn secrets of success from other coordinators.
- Use practical checklists to make your job easier.
This certificate program is designed for training coordinators and administrators and instructors who coordinate a training function for an organization or business unit, or those interested in becoming more efficient and effective. As part of this session, you will receive the tools and skills necessary to be more proactive in your ability to meet and anticipate your organizations needs!
You will receive two continuing education units (CEUs) from The Training Clinic after successfully completing this certificate program. Twenty contact hours equal two CEUs. For questions on CEUs call 800.937.4698.
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TMI5:Technical Trainer Certificate*
How to Design and Present Technical Training with Impact*
Elaine Slonina, Senior Instructor, The Training Clinic |
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Learn both design and presentation skills to make training "come to life" in a technical environment. In this three-day certificate, learn the basics of program design and development, climate setting, and techniques to increase participation and discussions. During this highly interactive workshop you teach a five-minute lesson to a partner and get feedback on your natural teaching style. Participants will also identify a future training topic for development during the workshop. Learn skills to help you better:
■ Apply adult learning principles to make technical training stick.
■ Plan for technical training and write realistic learning objectives.
■ Develop technical training methods and materials.
■ Practice techniques to effectively facilitate adult learning in a technical environment.
Participants are encouraged to bring laptop computers to complete the out of class assignment of approximately 30 minutes in length.
CERTIFICATE CONTENT
- Certificate content and objectives
- Set personal objectives for this session
Course Methods:
After completing an opening activity and personal inventory, you will identify personal objectives and share them in the large group. Expectations are clarified and set for the certificate.
Unit 1: Help Adults Learn
- Teach a five-minute lesson to a partner
- Evaluate ten aspects of your instructional style
- Apply twenty adult learning concepts to enhance learning
- How to build retention
- Identify three styles of learning
- Relate your training style to adult learners by using five adult learning steps
- Analyze questions to process learning through 5 adult learning steps
Course Methods:
Adult learning concepts are distilled from a 60-minute simulation in which you teach a partner a five-minute lesson. Each learner gets feedback on and is measured against ten aspects of his natural teaching style. Through a debriefing discussion, you will identify what helps adults learn and remember and how to improve their teaching style. Special emphasis is given on how to process learning experiences to maximize retention.
Unit 2: Plan for Technical Training
- Overview three phases of design
- Determine what training can accomplish
- Decide who needs training
- Apply a model illustrating consciousness and competence
- Break down a task into teachable parts
- Write realistic instructional objectives
Course Methods:
A brief overview lecture is given on the three phases of the design process: Planning, Development, and Evaluation. The first two of these three phases are expanded in this course. You will write a target population statement based on who will attend a training session you will soon conduct. Consciousness and competence as they relate to program design and learning new skills/knowledge are illustrated through an overview of a model. Tasks identified for a future training session are broken down to identify prerequisites and learning objectives. You will write learning objectives that meet four criteria for a future training session.
Unit 3: Develop Technical Training Methods and Materials
- Examine the anatomy of a module
- Select appropriate methods based on the learning objective
- Identify effective technical training methods for recall and application
- Provide sufficient practice to change behavior
- Pace methods to avoid boredom
- Develop activities and exercises that build retention
- Examine tips for writing demonstrations with skill practice and case studies, information searches, interviews, games, role plays, self-assessments
- Discuss tips for software training
- Apply a comprehensive guide to develop activities and exercises
- Craft trainee materials that work
- Create programmed notes, job aids and checklists
- Use a fifteen-point checklist to develop complete handouts
- Determine when to develop one of three types of lesson plans
- Write lesson plans for others to use easily
- Use a lesson plan checklist
Course Methods:
After a large group discussion of the components of a module, four design tools are introduced. The tools include use of appropriate methods, how to identify how much practice is needed to learn a skill and how to pace training to avoid boredom. The fourth tool suggests appropriate methods to train employees on technical procedures, processes and concepts. You will apply these tools to case studies and then your own course.
You will be given a process for developing training activities and tips for writing common training methods. You’ll then recommend appropriate uses and adult learning processing questions for each method.
You will plan how to craft appropriate training activities, handouts and lesson plans to teach the topic of your choice. An inventory is provided to help you decide which of three types of lesson plans are appropriate, and a brief activity is completed to identify how to expand a lesson plan.
Unit 4: Training Methods to Facilitate Adult Learning in a Technical Environment
- Make those butterflies work for you!
- Practice five effective delivery characteristics
- Get off to a good start
- Identify key elements of climate setting to reduce risk
- Increase participation during lectures
- Discover how to get the most from a discussion to enhance learning and reach a goal
- Identify four types of questions to increase interaction
- Effectively use basic and follow-up questions to direct learning
- Ask better questions using a six step approach
- Apply four problem learner strategies in case studies
Course Methods:
A large group discussion about fear of speaking is conducted, followed by suggestions to use effective delivery characteristics. Delivery techniques are practiced in small groups with peer feedback.
Using this certificate program as a learning laboratory, a "clinic" (large group discussion) about how we set the learning climate during the first 30 minutes is followed by a brief lecture on the four elements of climate setting that reduce the risk of learning and help participants focus on learning. Setting and resetting of the climate during multiple day programs is discussed and modeled during this certificate. You will then design your own session starter and share that in a small group.
Eight techniques to increase participation are demonstrated by participant involvement in these exercises. This is followed by individual planning to improve personal lecturing style to incorporate participation techniques. Increasing participation using questioning is expanded upon by a brief participative discussion on four types of questions and a written exercise to apply the concepts from the discussion. You will then write appropriate open and closed questions for a class discussion of their own topic. These are critiqued by your peers.
Four problem learner strategies are introduced and you will identify the appropriate use of each in case studies.
Unit 5: Resource Tool Kit and Action Plan
CERTIFICATE OBJECTIVES
By the end of the certificate you will be able to:
- Use a systematic method to easily design a training program.
- Design a training program to meet the learners' needs.
- Improve productivity by knowing when and where training can contribute.
- Use adult learning techniques to improve retention and reduce learner resistance.
- Easily write realistic learning objectives.
- Develop effective training materials and exercises.
- Use a unique inventory to select three types of lesson plans correctly.
- Develop effective handouts and job aids.
- Handle problem learners appropriately using four strategies.
- Use feedback on your natural training style to improve your teaching approach.
- Identify strengths and weaknesses in the instructor's training style.
- Match your training style to five adult learning steps.
- Implement adult learning concepts using four unique process tools.
- Use a four-step formula for setting and resetting the learning climate to welcome the learner, provide information about the course, get information about the learner and transition to next topics.
- Create a session starter to meet three criteria.
- Involve the learner using a variety of tools and techniques.
- Identify different ways learners prefer to learn and how to adjust the trainer’s teaching style to be successful.
- Select the best method to train learners.
- Pace methods to maintain high energy and active learning by participants.
- Practice making training interesting, not boring.
- Identify how much practice is needed to build a new skill.
- Practice eight "must know" characteristics of participative lecturing.
- Practice ways to get good responses during training in regular classroom and computer lab settings.
- Structure demonstrations to minimize risk.
- Use four types of questions appropriately to facilitate discussions.
- Prepare to ask questions using a six step system.
- Use 24 pointers to overcome fear of speaking before a group
This certificate program is designed for the subject matter expert or instructor who develops and/or presents training. As part of this session, you’ll receive a resource tool kit to help you immediately implement the skills and knowledge learned during this certificate to design and present technical training!
You will receive two continuing education units (CEUs) from The Training Clinic after successfully completing this certificate program. Twenty contact hours equal two CEUs. For questions on CEUs call 800.937.4698.
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TMI6:Training Manager Certificate*
Managing the Training Function for Bottom-Line Results
Jean Barbazette, Author, Managing the Training Function for Bottom Line Results |
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With the right practices, any training program can accelerate performance while delivering economic benefits . . . and as a focused and practical manager of a training function, you can lead the charge within your own organization.
In this certificate, focus in-depth on effective methods to manage the entire scope of your organization's training effort. You will examine practical ways, sound techniques, and proven ideas to manage your organization’s training and yield tangible, bottom-line results. Learn skills to help you better:
■ Manage your training function.
■ Develop internal consulting skills.
■ Diagnose problems within your organization.
■ Formulate an action plan.
■ Build partnerships with management and learners.
■ Understand the trainer's, manager's, and learner's role in the transfer of learning.
■ Cost justify training.
Participants are encouraged to bring laptop computers to complete the out of class assignment of approximately 30 minutes in length.
CERTIFICATE CONTENT
- Certificate introduction and objectives
- Set personal objectives for the session
Course Methods:
After completing an opening activity, you will identify personal objectives and share them in the large group. Expectations are clarified and set for the certificate.
Unit 1: Manage a Training Function
- Stay up to date- trends in training
- Identify key training and development roles
- Define and create your vision, mission and training function priorities
- Learn tips on keeping your sanity as a staff of one
- Conduct a training department systems audit
- Manage and develop the training staff
Course Methods:
Trends and their impact on training are reviewed in an interactive activity. You will then identify the roles they play and those needed in their organization with the help of an inventory and write the mission and priorities for their training function. The Department Systems Audit tool is introduced and you will complete selected sections for their departments and begin their action plan based on the results.
Unit 2: Internal Consulting Skills
- Determine where are you in the life cycle of a training department
- Compare traditional training and performance consulting approaches
- Use a continuum of internal consulting roles
- Analyze your role in the organization
- Identify who are your clients
- Use an eight-step consulting process
- Differentiate between a trainer vs. consultant vs. change agent
Course Methods:
A consulting approach is offered as a way to maintain a healthy life cycle for a training department. You will compare traditional training and performance consulting approaches and identify what approach they currently take. Following completion of an inventory, you will identify what internal consulting roles they tend to play and which roles they may be neglecting. A case study is used to clarify the range of roles and criteria for selecting the most appropriate role in a given situation.
Through analysis and discussion of a case study, you will learn the criteria for identifying a true client. The eight-step consulting process is reviewed in a participative lecture. You will begin to apply the process to a case study. You will identify their role as trainer, consultant or change agent individually in a comparison activity.
Unit 3: Diagnosing Problems
- Identify special assessment issues
- Examine the manager’s role in using eight training department audit tools
- Determine if training Is the answer
- Make vague training needs specific
- Sort out training needs vs. wants
- Use training design tools to diagnose problems
Course Methods:
Following an interactive discussion around assessment issues, you will examine eight training department audit tools, including three specific training design tools, and describe the Training Manager’s role with each tool through case studies, application activities, individual and group analysis.
Unit 4: Developing a Plan
- Learn the ten components of a performance improvement plan
- Decide whether to use existing materials or create new ones
- Review a performance Improvement Plan example
- Identify criteria for reviewing training proposals
- Use a tool to compare training delivery methods
Course Methods:
You will explore the differences between a performance improvement plan and a training proposal through interactive discussion, identification of key criteria and examination of examples. They apply additional information to an earlier case study scenario to suggest additions to a Performance Improvement Plan. A tool to help managers compare methods of delivery follows a checklist to assess proposals. Criteria is given and discussed to help discern whether to use existing materials or create new ones.
Unit 5: Build a Partnership with Management and Learners
- Check your influencing style
- Build credibility with line managers
- Be more responsive to the organization
- Increase your leverage with others
- Apply strategies to market your programs effectively
- Develop three-way partnerships
Course Methods:
Following an inventory to identify their use of influencing styles, you will consider which style is appropriate in given scenario situations. Steps and skills for increasing influence with key managers are reviewed and practiced in exercises and case studies. The Training Managers’ role in marketing training is explored. Essential tactics for developing partnerships with both managers and learners as a means of marketing are reviewed with examples, tips, tools and templates as support.
Unit 6: Transfer of Learning
- Define transfer of learning
- Identify barriers to transfer of learning
- Determine whose job is it to apply what's been learned
- Explore four key tactics to build the ground work before training
- Review post training performance analysis
- Clarify how to involve managers prior to training
- Identify eight key tips for preparing the employee before and follow up after training
- Discuss the manager's influence in giving feedback
- Learn how to conduct "level three" evaluation to measure learning transfer
- Review techniques to set expectations that improves retention and learning transfer
- Develop action plans keep everyone on track
Course Methods:
After transfer of learning is defined, you will identify common barriers in a small group activity. Research is shared about who has the most influence on the impact of training. Four tactics to transfer learning are explored through examples, inventories and case studies. Managing employees resistance to change as a barrier to learning transfer is introduced followed by tools to manage the resistance. An example of a process for level 3 evaluation is reviewed as a summary case study using the diagnostic assessment tools from unit 3. Samples of action plans are reviewed and you will develop a plan for your own use.
Unit 7: Managing the Budget
- Cost justify training
- Create a training cost framework
- Conduct a cost-benefit analysis (ROI)
- Find performance indicators to demonstrate training’s benefit
Course Methods:
Examples and templates for training cost frameworks, cost-benefit analysis and cost-efficiency analysis are explored and a brief activity to identify hard-number indicators of performance completed. You will then complete your own example.
Teams of training managers use a case study to develop an 8-step plan. Plans are presented to peers and the instructor for feedback and coaching.
A feedback form is completed by peers and the instructor and given to the team.
CERTIFICATE OBJECTIVES
By the end of the certificate you will be able to:
- Given samples, develop a vision, mission and function priorities statement.
- Given an audit tool, identify how to use department systems audit tools to benchmark your function and identify areas for improvement.
- Identify and use 8 steps in the internal consulting process, given a case study.
- Following a discussion, practice ways to anticipate the changing training needs in your organization.
- Given the tools and case studies, identify when to use 9 types of assessment tools to determine training needs.
- Given tools, practice how to gain management's commitment to performance improvement.
- Use a nine-part plan to build alliances and work successfully with line managers and employees.
- Write a plan to contract for results, not just training activities.
- Identify 10 essential elements of a performance improvement plan.
- Identify 10 techniques to market your training function.
- Use a brainstorming method to keep up to date with new training trends.
- Evaluate how you supervise and develop a training staff using a 100-competency tool.
- Develop a training manager's action plan to get results.
- Use 4 key tactics to prepare learners for training.
- Given a template and examples, identify methods to cost justify training and monitor a training budget for classroom and online training programs.
- In a case study, use post training performance analysis as a tool to identify what hinders the transfer of learning.
- Identify four specific techniques to involve managers in transferring learning.
- Identify how a learner's active role during training influences transferring learning.
Bonus: Training Manager’s Tool Kit contains a Training Department Benchmarking Tool, 100-point Classroom Instructor Skills Inventory, and a Performance Improvement Plan Template.
This certificate program is designed for training managers, training coordinators, and “departments-of-one” who run a training function for an organization or business unit, or those interested in joining their ranks. As part of this session, you’ll receive the Training Manager’s Tool Kit, which contains a Training Department Benchmarking Tool, 100-point Classroom Instructor Skills Inventory, and a Performance Improvement Plan Template.
You will receive two continuing education units (CEUs) from The Training Clinic after successfully completing this certificate program. Twenty contact hours equal two CEUs. For questions on CEUs call 800.937.4698.
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Contact Us
Leah Nelson
Senior Conference Program Manager, Training magazine Events
E-mail: Leah.Nelson@nielsen.com
*Earn CEUs!
Participants in TMI1, TMI3, TMI5, and TMI6 will receive two continuing education units (CEUs) from "The Training Clinic" after successfully completing this certificate program. Twenty contact hours equal two CEUs. For questions on CEUs call 800.937.4698. |
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