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Improving the Effectiveness of PPE Programs                  Paper presented at ARTDO 2005

        Improving Effectiveness of “Personal & Professional Effectiveness Programs”
                                      (PPE Programs)

Presenter: Satyanarayanan Kumar                                  Collaborator: Devika Varadarajan
Paper selected for final presentation at the 32nd ARTDO International Conference, Manila, Philippines

Objective

Appreciate & recognize the causes of ineffective PPE Programs and work with a checklist to ensure
full effectiveness

Learning Objectives

At the end of this, you shall be able to:
     • Identify causes of ineffective PPE programs
     • Work collaboratively to eliminate causes of ineffectiveness
     • Design a checklist that ensures Design & Delivery of PPE programs are effective

The Basic Premise
In Organizations that are heavily focused on Operations, Costs and Margins, the PPE programs are
often given the go by as they do not directly seem to impact the efficiency or effectiveness of the
employee. Moreover, historically, return on investment on these programs has been hard to evaluate.
Not withstanding this, we find that the PPE programs are set up for failure very often due to multiple
factors playing on them.

This paper discusses and evaluates possibilities of making the PPE programs effective by
understanding these causes and designing a checklist for effectiveness.

Causes for PPE programs Ineffectiveness
Broadly, the effectiveness of the PPE programs can be studied from 5 perspectives:
   • The Organization
   • The work group of the Trainee
   • The individual trainee himself
   • The program coordinator
   • The Trainer /Facilitator

With so many variables impacting the effectiveness of the training itself, it becomes hard to
understand where the cause lies. Hence it becomes imperative to know the dynamics of the situation
and identify remedial measures.
            Area of complex influence
                                                              Trainee’s own influence


                                                                       Trainer / Facilitator’s influence




                                                                       Work Group Influence


                                                                     Training Coordinator/HR influence


                                                                        Organizational Influence
   Causes that influence the Effectiveness
                   of PPEs




                Polaris Management Services Pvt Ltd
Improving the Effectiveness of PPE Programs                  Paper presented at ARTDO 2005

Snapshot of Personal & Professional Effectiveness Programs

Need for PPE programs: To improve learners’ knowledge, skills and attributes (KSAs) to develop
into a more effective individual and a better professional.

Process: Using an illustration we show how the need for a PPE program is conceived, the program
designed, developed, delivered and evaluated. Stakeholders in the Training process (broadly follows
ADDIE) and how they can impact the effectiveness (thus can also cause ineffectiveness) is shown in
a table after the illustration. With a checklist template developed by the authors, we will see the
causes and how they could have been avoided or corrected.

Illustration – Needs to Results of PPE programs with stakeholders


      CEO, SBU                   Managers, Supervisors, Training
                                 Team, Employees, Customers                  Work Study
      Heads


       Business            Employee Development Areas in
       Needs               personal & professional areas            Budget


                                 Design & Delivery of PPE
                                 program                            Training Calendar
       IDs, Vendors,
       Consultants, Line
       Managers,                       Learning delivery
       Employees                                                   Learner returns to
                                                                   workplace with the same
                                                                   environment &
                       Trainers,                                   colleagues with the
                       Employees, Line
                       Managers
                                                      Result of PPE program?




              Polaris Management Services Pvt Ltd
Improving the Effectiveness of PPE Programs                   Paper presented at ARTDO 2005

                                    Training Process Stages; Stakeholders; Causes of + & - effect on the PPE program effectiveness & Collaborative solutions
                                                   Stakeholders & how they can have a + & - effect on the PPE program effectiveness
                           Areas                   Organization -         Line/Team -         Individual - causes            Training Team - causes               Trainer - causes
                                                       causes                causes
                           Needs Analysis       Business Context;       Job/Role/Perso    Role driven / Person driven       Business / Line / Person         Learning Objectives, Ease
                                                Buy in; Linkage with    n context,                                          career context,                  of learning transfer, Ease
                                                Change efforts,         supportive                                          Commitment                       of application to work &
                                                Training culture,       atmosphere                                                                           life contexts
Training Process Stagers




                           Design               HR Strategy; Linkage    Relevance,        Learning Style, Life stage,       Expertise, Approved              Expertise to deliver,
                                                with Change efforts     Time away         Need for learning, work           Practices, Commitment,           smoothen transfer of
                                                                        from              study                             Vendor availability, Cost,       learning
                                                                        workplace,                                          Timelines
                                                                        work study
                           Development          Internal Knowledge      Work scenario,    Capabilities, Willingness,        Existing content, previous       Familiarity, Learnability
                                                base; cross-location    pain points,      Commitment and                    PPE program content &            with learning content
                                                case studies            moments of        experience based insights         impact, willingness to spare
                                                                        truth                                               the time to customize
                           Pre-delivery         Linkage with Change     Communicate       Handover tasks & info to          Communicate Learning             Communicate & ensure
                                                efforts and             support,          interim team/colleagues,          Objectives, Learning             material, tools etc are
                                                Communicate             encouragement     prepare mentally & walk in        Process, Timelines,              ready as per specs
                                                importance of PPE       & learning        with open mind                    Logistics for venue, stay,
                                                                        space                                               food & beverages
                           Delivery             Kick-off with Sr.       Don’t get to      Be focused on learning &          Standby trainer, venue,          On time start, Rapport
                                                Managers introducing    learners with     application back at the           logistics, material, props etc   with learners, Process
                                                the PPE program         work issues       workplace & home. Do not          to be ensured                    flow, learning reinforcers,
                                                                        during training   think on non-training issues                                       summing up.
                           Impact on            Unwillingness to push   Pressure to       Reflect on learning & work        Ensure rating to Training        Ensure Learner is aware
                           Learner              for change, pressure    conform,          – life scenarios and              delivery by Learner              of impact on self and on
                                                on the trainee to       Willingness to    applicability of learning; rate                                    others on account of new
                                                carry change through    take inputs       delivery                                                           KSAs
                                                                        from trainee
                                                                        and adapt
                           Impact on            Change resistance,      Support use of    Not allowing ‘changing            Assess impact on learners        Take inputs from learners
                           Learners team        pressure to conform     new KSAs          pangs’ to prevent PPE             team after 2-3 weeks             team to improve delivery
                                                                                          development                                                        next time
                           Impact on            Measure                 Sustain &         Apply learning to new             Measure improvement &            Take inputs from Leaders
                           business             improvement & track     encourage         contexts, allow results to        track valid credit for PPE       to briefcase PPE if
                                                valid credit for PPE    KSAs              encourage re-learning             programs                         possible to ensure re-
                                                programs                application                                                                          usability
                           Using the above matrix, a checklist can be prepared by you using your life experiences and professional expertise, in 15 minutes & 2 pages.


                                                               Polaris Management Services Pvt Ltd
Improving the Effectiveness of PPE Programs                 Paper presented at ARTDO 2005

Based on this matrix and the causes detailed above, we need to take some remedial measures that will
ensure that these gaps are taken care of while conducting a PPE program. The broad measures are:

                          • Check on authentication & rigor of TNA Data
                          • Ensure responsible nomination of trainees
                          • Ensure that the nominees and their reporting authorities understand the program
                             objective
             Pre-         • Do a detailed work study to understand individual needs and issues
             Program      • Understand the culture and environmental issues and plug these factors into the
                             design
                          • Never rely completely on one perspective
Design                    • Design multiple tools for every session so we can reuse them based on learner
Stage                        response
                           • By and large stick to the design of the program but allow for flexibility to
             During the
                              change based on audience needs
             Program
                           • Design delivery mechanism to suit audience learning styles
                           • Design evaluation at least up to level 2
                           • Ensure confidentiality of feedback in design
             Post-
                           • Design evaluation matrix based on the training objective
             Program
                           • Involve Coordinator and Line managers in design of evaluation and their buy
                              in
                          • Ensure enough room to plan and execute logistics
                          • Inform trainee well in time to attend
                          • Ensure willingness of trainee to be trained
             Pre-
                          • Reporting authority to relieve trainee of operational issues
             Program
                          • Provide pre-read sufficiently well in time
                          • Brief trainer sufficiently about trainee profiles and roles
                             Ensure hygiene factors at venue
                           • Adapt delivery style & methodology where necessary
                           • Facilitate rather than train –adult learning
Delivery
Stage                      • Balance training methodologies and learner styles
             During the • Provide constructive feedback based on trainee’s willingness to receive
             Program          feedback
                           • Trainer /Facilitator to be sensitive to audience cues and adapt delivery
                              Training coordinator to closely monitor program at all stages particularly
                              delivery
                           • Ensure authenticity of evaluation
             Post-         • Close program on a positive note regardless of interactions
             Program       • Interact with Training coordinator to give informal feedback
                           • Push for working on a continued basis with trainees
                           • Check that the evaluation matrix gives feedback that will help evaluate the
                              effectiveness of the program vis a vis the program objective
Validation   Rigor
                           • Ensure the evaluation framework is validated on sample group to check for
                              ease of use and rigor of information
                           • Check for objectivity of feedback and fairness of evaluation while scoring the
             Authenticity     trainer
                           • Mark any untoward events in the feedback which might explain skewed ratings




                   Polaris Management Services Pvt Ltd
Improving the Effectiveness of PPE Programs                                      Paper presented at ARTDO 2005


CASE STUDY
(How the authors managed to reduce or eliminate ineffectiveness of a PPE program)

Client: A large multinational operating across countries and with customers across various cultures.

Situation: Young and talented workforce not professionally effective in meetings with managers, clients &
vendors.

Problem: Excessive time spent by Managers on correcting errors, workforce not gaining confidence to try out
new KSAs with Customers and others.

Implication: Loss of opportunities for repeat business, lower satisfaction of customers, inaccurate work specs
and increased costs of rework.

Need: PPE program focusing on Meeting Skills. Communicated by Training team on behalf of line managers.

Past Solutions: Were ineffective due to training delivery in isolation and with assumption that e-learning
would help solve the problem. Culturally the learners expect training in person with chance to try out learning
& application of new KSAs.

Solution Delivery:
• Consultants (the authors) met Line Managers, Training Team, a sample of learners and clarified learning
   objectives.
• Preliminary design evaluated jointly with line managers and with their inputs final design frozen.
• Pre-requisite readings circulated before program, case studies developed based on real time scenarios
   using line managers’ inputs and some customer related incidents.
• The training handled in a workshop style with inputs followed by practice sessions.

Impact: Learners had better confidence in trying out new KSAs back at the workplace. Line managers
personally saw and encouraged the new KSAs of the learner.
-------------------------------------------------------------------------------------------------------------------------------------------------
SATAYANARAYAN KUMAR in collaboration with DEVIKA VARADARAJAN (www.polaris-india.net)
(The authors are with Polaris Management Services Pvt. Ltd, India. (www.polaris-india.net))
Polaris Management Services Pvt. Ltd,
1, Sunrise Homes, Leelanagar, Ameerpet, Hyderabad, India – 500 016
-------------------------------------------------------------------------------------------------------------------------------------------------




                        Polaris Management Services Pvt Ltd

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Improving The Quality Of Programs

  • 1. Improving the Effectiveness of PPE Programs Paper presented at ARTDO 2005 Improving Effectiveness of “Personal & Professional Effectiveness Programs” (PPE Programs) Presenter: Satyanarayanan Kumar Collaborator: Devika Varadarajan Paper selected for final presentation at the 32nd ARTDO International Conference, Manila, Philippines Objective Appreciate & recognize the causes of ineffective PPE Programs and work with a checklist to ensure full effectiveness Learning Objectives At the end of this, you shall be able to: • Identify causes of ineffective PPE programs • Work collaboratively to eliminate causes of ineffectiveness • Design a checklist that ensures Design & Delivery of PPE programs are effective The Basic Premise In Organizations that are heavily focused on Operations, Costs and Margins, the PPE programs are often given the go by as they do not directly seem to impact the efficiency or effectiveness of the employee. Moreover, historically, return on investment on these programs has been hard to evaluate. Not withstanding this, we find that the PPE programs are set up for failure very often due to multiple factors playing on them. This paper discusses and evaluates possibilities of making the PPE programs effective by understanding these causes and designing a checklist for effectiveness. Causes for PPE programs Ineffectiveness Broadly, the effectiveness of the PPE programs can be studied from 5 perspectives: • The Organization • The work group of the Trainee • The individual trainee himself • The program coordinator • The Trainer /Facilitator With so many variables impacting the effectiveness of the training itself, it becomes hard to understand where the cause lies. Hence it becomes imperative to know the dynamics of the situation and identify remedial measures. Area of complex influence Trainee’s own influence Trainer / Facilitator’s influence Work Group Influence Training Coordinator/HR influence Organizational Influence Causes that influence the Effectiveness of PPEs Polaris Management Services Pvt Ltd
  • 2. Improving the Effectiveness of PPE Programs Paper presented at ARTDO 2005 Snapshot of Personal & Professional Effectiveness Programs Need for PPE programs: To improve learners’ knowledge, skills and attributes (KSAs) to develop into a more effective individual and a better professional. Process: Using an illustration we show how the need for a PPE program is conceived, the program designed, developed, delivered and evaluated. Stakeholders in the Training process (broadly follows ADDIE) and how they can impact the effectiveness (thus can also cause ineffectiveness) is shown in a table after the illustration. With a checklist template developed by the authors, we will see the causes and how they could have been avoided or corrected. Illustration – Needs to Results of PPE programs with stakeholders CEO, SBU Managers, Supervisors, Training Team, Employees, Customers Work Study Heads Business Employee Development Areas in Needs personal & professional areas Budget Design & Delivery of PPE program Training Calendar IDs, Vendors, Consultants, Line Managers, Learning delivery Employees Learner returns to workplace with the same environment & Trainers, colleagues with the Employees, Line Managers Result of PPE program? Polaris Management Services Pvt Ltd
  • 3. Improving the Effectiveness of PPE Programs Paper presented at ARTDO 2005 Training Process Stages; Stakeholders; Causes of + & - effect on the PPE program effectiveness & Collaborative solutions Stakeholders & how they can have a + & - effect on the PPE program effectiveness Areas Organization - Line/Team - Individual - causes Training Team - causes Trainer - causes causes causes Needs Analysis Business Context; Job/Role/Perso Role driven / Person driven Business / Line / Person Learning Objectives, Ease Buy in; Linkage with n context, career context, of learning transfer, Ease Change efforts, supportive Commitment of application to work & Training culture, atmosphere life contexts Training Process Stagers Design HR Strategy; Linkage Relevance, Learning Style, Life stage, Expertise, Approved Expertise to deliver, with Change efforts Time away Need for learning, work Practices, Commitment, smoothen transfer of from study Vendor availability, Cost, learning workplace, Timelines work study Development Internal Knowledge Work scenario, Capabilities, Willingness, Existing content, previous Familiarity, Learnability base; cross-location pain points, Commitment and PPE program content & with learning content case studies moments of experience based insights impact, willingness to spare truth the time to customize Pre-delivery Linkage with Change Communicate Handover tasks & info to Communicate Learning Communicate & ensure efforts and support, interim team/colleagues, Objectives, Learning material, tools etc are Communicate encouragement prepare mentally & walk in Process, Timelines, ready as per specs importance of PPE & learning with open mind Logistics for venue, stay, space food & beverages Delivery Kick-off with Sr. Don’t get to Be focused on learning & Standby trainer, venue, On time start, Rapport Managers introducing learners with application back at the logistics, material, props etc with learners, Process the PPE program work issues workplace & home. Do not to be ensured flow, learning reinforcers, during training think on non-training issues summing up. Impact on Unwillingness to push Pressure to Reflect on learning & work Ensure rating to Training Ensure Learner is aware Learner for change, pressure conform, – life scenarios and delivery by Learner of impact on self and on on the trainee to Willingness to applicability of learning; rate others on account of new carry change through take inputs delivery KSAs from trainee and adapt Impact on Change resistance, Support use of Not allowing ‘changing Assess impact on learners Take inputs from learners Learners team pressure to conform new KSAs pangs’ to prevent PPE team after 2-3 weeks team to improve delivery development next time Impact on Measure Sustain & Apply learning to new Measure improvement & Take inputs from Leaders business improvement & track encourage contexts, allow results to track valid credit for PPE to briefcase PPE if valid credit for PPE KSAs encourage re-learning programs possible to ensure re- programs application usability Using the above matrix, a checklist can be prepared by you using your life experiences and professional expertise, in 15 minutes & 2 pages. Polaris Management Services Pvt Ltd
  • 4. Improving the Effectiveness of PPE Programs Paper presented at ARTDO 2005 Based on this matrix and the causes detailed above, we need to take some remedial measures that will ensure that these gaps are taken care of while conducting a PPE program. The broad measures are: • Check on authentication & rigor of TNA Data • Ensure responsible nomination of trainees • Ensure that the nominees and their reporting authorities understand the program objective Pre- • Do a detailed work study to understand individual needs and issues Program • Understand the culture and environmental issues and plug these factors into the design • Never rely completely on one perspective Design • Design multiple tools for every session so we can reuse them based on learner Stage response • By and large stick to the design of the program but allow for flexibility to During the change based on audience needs Program • Design delivery mechanism to suit audience learning styles • Design evaluation at least up to level 2 • Ensure confidentiality of feedback in design Post- • Design evaluation matrix based on the training objective Program • Involve Coordinator and Line managers in design of evaluation and their buy in • Ensure enough room to plan and execute logistics • Inform trainee well in time to attend • Ensure willingness of trainee to be trained Pre- • Reporting authority to relieve trainee of operational issues Program • Provide pre-read sufficiently well in time • Brief trainer sufficiently about trainee profiles and roles Ensure hygiene factors at venue • Adapt delivery style & methodology where necessary • Facilitate rather than train –adult learning Delivery Stage • Balance training methodologies and learner styles During the • Provide constructive feedback based on trainee’s willingness to receive Program feedback • Trainer /Facilitator to be sensitive to audience cues and adapt delivery Training coordinator to closely monitor program at all stages particularly delivery • Ensure authenticity of evaluation Post- • Close program on a positive note regardless of interactions Program • Interact with Training coordinator to give informal feedback • Push for working on a continued basis with trainees • Check that the evaluation matrix gives feedback that will help evaluate the effectiveness of the program vis a vis the program objective Validation Rigor • Ensure the evaluation framework is validated on sample group to check for ease of use and rigor of information • Check for objectivity of feedback and fairness of evaluation while scoring the Authenticity trainer • Mark any untoward events in the feedback which might explain skewed ratings Polaris Management Services Pvt Ltd
  • 5. Improving the Effectiveness of PPE Programs Paper presented at ARTDO 2005 CASE STUDY (How the authors managed to reduce or eliminate ineffectiveness of a PPE program) Client: A large multinational operating across countries and with customers across various cultures. Situation: Young and talented workforce not professionally effective in meetings with managers, clients & vendors. Problem: Excessive time spent by Managers on correcting errors, workforce not gaining confidence to try out new KSAs with Customers and others. Implication: Loss of opportunities for repeat business, lower satisfaction of customers, inaccurate work specs and increased costs of rework. Need: PPE program focusing on Meeting Skills. Communicated by Training team on behalf of line managers. Past Solutions: Were ineffective due to training delivery in isolation and with assumption that e-learning would help solve the problem. Culturally the learners expect training in person with chance to try out learning & application of new KSAs. Solution Delivery: • Consultants (the authors) met Line Managers, Training Team, a sample of learners and clarified learning objectives. • Preliminary design evaluated jointly with line managers and with their inputs final design frozen. • Pre-requisite readings circulated before program, case studies developed based on real time scenarios using line managers’ inputs and some customer related incidents. • The training handled in a workshop style with inputs followed by practice sessions. Impact: Learners had better confidence in trying out new KSAs back at the workplace. Line managers personally saw and encouraged the new KSAs of the learner. ------------------------------------------------------------------------------------------------------------------------------------------------- SATAYANARAYAN KUMAR in collaboration with DEVIKA VARADARAJAN (www.polaris-india.net) (The authors are with Polaris Management Services Pvt. Ltd, India. (www.polaris-india.net)) Polaris Management Services Pvt. Ltd, 1, Sunrise Homes, Leelanagar, Ameerpet, Hyderabad, India – 500 016 ------------------------------------------------------------------------------------------------------------------------------------------------- Polaris Management Services Pvt Ltd