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Why L&D matters (3 reasons)
Attract & retain talent
Achieve business results
Remain competitive
Onboarding vs Socialization
Socialization = the psychological process by which newcomers become organizational insiders
Onboarding = the organizational activities designed to support that process
Socialization starts during recruiting and continues long after formal onboarding ends
Two onboarding goals
Information: newcomers need role clarity - what to do, priorities, how work gets done, company values.
Relationships: coworkers provide both information and social support Misunderstanding company info costs UK/US businesses ~$37 billion/year
Delivering information: two "baskets"
Basic info (same for everyone): paperwork, IDs, email, policies - can be automated/self-paced
Job-specific info (trickier, less automatable): job requirements, expectations, company culture/language
Building relationships: team intros & cohorts
Team member introductions: someone must be assigned to greet + introduce the new hire on Day 1 (or before)
Cohort orientations: hiring several newcomers together builds wider networks, Google found ~12 people per cohort works best.
Peer mentors
Assign an "on call" person to answer questions & make introductions
Mentored employees learn more, fit better, and cope with stress better
Choose mentors who are well-connected & know the culture well
Your job as manager: Proactivity & Momentum
Encourage new hires to ask questions, observe, and seek feedback (= proactive behavior) - speeds up adjustment
Engagement typically peaks in the first 6 months, then declines - don't let onboarding stop early
First 90 days = especially critical; full socialization takes ~2 years
Manager's Knots and solutions
Very structured onboarding but no creativity? -> explicitly invite innovation, praise small creative risks
Considering online-only orientation? -> fine for basics, but pair with in-person discussion for subtle norms/politics
Why training matters (textbook examples)
Reduces errors/injuries
Attracts talent
Long-term survival
Formal vs informal learning & Training
Formal = structured training programs
Informal = self-reflection, coworker interactions, materials, informal mentoring - accounts for 75% of workplace learning
Training = a PROCESS: what happens before/during/after matters, not just the event itself
Hard vs soft skills
Hard skills = quantifiable technical skills (e.g. a software program, a language)
Soft skills = interpersonal "people" skills (teamwork, communication, leadership)
Instructional principles (Table 6.1 / slides)
Information: give the facts/concepts trainees need
Demonstration: show examples of the desired (and undesired) behavior
Practice: create chances to use the new skill
Feedback: give timely, diagnostic feedback with room to correct
Practice & Feedback are the two most often SKIPPED - and most important
Training Method Principle & Method
Methods matter less than when the principles are present.
Team training types
Team coordination training: how to work together
Distributed team training: working together across locations
Cross-training: learning each other's jobs.
Digital L&D trends (slides + textbook)
Mobile learning: ~47% of orgs use it; bite-sized, accessible anywhere
Social learning: ~59% of orgs use it, but only 24% call it effective; learning through blogs/wikis/video chat
Adaptive learning: personalized content based on individual skill gaps
Microlearning, spaced practice and Self-directed learning
Microlearning = training in short (under 5 min) bite-sized chunks via apps, followed by a quiz
Spaced practice (a little each day) beats massed practice (cramming) for long-term retention
Self-directed learning = trainees choose what/how fast to learn
3 Limits of self-directed learning
People are poor judges of their own skill gaps (e.g. grammar, logical reasoning)
Self-directed learners tend to use MASSED practice (less effective) instead of spaced
People are usually overconfident about what they've actually learned
Some self-direction is good, but don't rely on it alone
ADDIE model - 5 stages
Analysis: needs assessment: what skills, who needs training?
Design: 4 steps: set learning objectives, plan assessment, set level/difficulty, choose delivery method.
Develop: build & test the actual materials
Implement: the materials into business practices
Evaluate: The impact, cost, effectivity and reflect.
Needs assessment - 3 types (What/Who/Why)
Task assessment (What): which tasks & competencies are needed for the job
Person assessment (Who): which individuals would most benefit, and from what type of training
Organizational assessment (Why/strategic fit): does training match company strategy & future needs.
ADDIE: Implement & manager's role
Implementation = delivering the actual program
Manager can add value by: enhancing motivation, framing the learning opportunity, demonstrating the trained behavior themselves
Motivating employees before training
Frame training POSITIVELY (helpful to your job/development) not negatively (remedial/fixing a flaw)
Learning orientation (wants to develop, tries harder, learns more) vs
Performance orientation (wants to look good, avoids risk/failure) - encourage the former
Voluntary training: more motivated, but may miss people who need it most Mandatory training: signals real importance, but no built-in motivation
4 Components to prevent Transfer or Training Loss
Support
Opportunities to practice
Performance feedback
Follow up
Lack of OPPORTUNITY to practice is often the single biggest barrier
Learning climate vs transfer climate
Learning climate = shared perception that learning is valued & supported
Learning transfer climate = specifically, that USING what was learned on the job is valued & supported
A strong learning climate is the foundation for a strong transfer climate
Post-training follow-up strategies (Box 6.1)
Debriefs: 1-on-1 reflective conversations
After Action Reviews (AARs): team reflects on what happened/why/what to change
Job aids: checklists/flowcharts to apply training on the job
Knowledge repositories: central database of best practices
Communities of practice (CoPs): voluntary groups sharing expertise across locations
Kirkpatrick's training evaluation model - 4 levels
Level 1 - Reactions: how trainees FELT about the training
Level 2 - Learning: change in knowledge/skills/attitudes
Level 3 - Behavior: are they actually USING it on the job (= transfer)
Level 4 - Results: business outcomes (profit, satisfaction, absenteeism, accidents)
Optional Level 5 - ROI: monetary benefit vs cost to the business
Kirkpatrick - the common mistake
Most companies only measure Level 1 (satisfaction surveys), sometimes Level 2
Only 10% of CEOs report receiving evidence of training's business impact or ROI
Evaluating past Level 2 is unusual - but you can't know if training actually WORKED without Levels 3-4
Best practice: start by defining the Level 4 goal, then work backward to Levels 1-3
Manager's Knots (Ch. 6)
Tiny training budget? -> lean on informal learning: knowledge repositories, communities of practice, coworker mentoring (costs time, not cash)
Employees resist mandatory training? -> do a person needs assessment first, then reframe WHY it matters for their future
High error rates despite good training content? -> check the WORK ENVIRONMENT: job aids, feedback, debriefs