From Analysis to Evaluation, with CD-ROM: Tools, Tips, and Techniques for Trainers

From Analysis to Evaluation, with CD-ROM: Tools, Tips, and Techniques for Trainers

by Jane Bozarth
Released April 2008
Publisher(s): Pfeiffer
ISBN: 9780787982010

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Book description

In this new book from the author of e-Learning on a Shoestring and Better than Bullet Points, Jane Bozarth has gathered a wealth of tools from leading training practitioners. Anyone—from the interested manager to the experienced training professional—can depend on this book when designing or delivering training. This single book contains all the valuable tools of the trade: worksheets for assessing training needs and writing goals and objectives; checklists for organizing the venue; and tools for analysis and structuring content. This remarkable resource also includes instant evaluation and measurement surveys, which can be customized freely from the companion CD-Rom. In addition, Bozarth includes a wealth of invaluable advice for trainers at all levels on how to make effective use of props, staying energized, marketing training programs, and other things they don't tell you in train-the-trainer courses.

Table of contents

  1. Copyright
  2. ACKNOWLEDGMENTS
  3. PREFACE
  4. INTRODUCTION
    1. Purpose
    2. How This Book Is Organized
    3. Utilizing ADDIE
    4. About the CD
    5. Tool 1. ADDIE Wheel
  5. 1. Analyze
    1. 1.1. Data Collection
      1. 1.1.1. Tool 2. Data-Gathering Strategies
        1. 1.1.1.1. Contributed by Thomas Reeves, Ph.D.
    2. 1.2. What's the Problem?
      1. 1.2.1. Tool 3. Grid: Is It a Training Problem?
      2. 1.2.2. Tool 4. Training Assistance Request Worksheet
        1. 1.2.2.1. Contributed by Linda Levine
      3. 1.2.3. Tool 5. Twenty Questions You Should Always Ask Before Starting Any Training Program
        1. 1.2.3.1. Contributed by Nanette Miner, Ed.D.
      4. 1.2.4. Tool 6. Needs Analysis for Training Courses
        1. 1.2.4.1. Contributed by Friesen, Kaye and Associates; adapted by Susan Boyd
      5. 1.2.5. Tip: Saying, "No."
    3. 1.3. Job, Task, and Skills Analysis
      1. 1.3.1. Tool 7. Job/Content Analysis
        1. 1.3.1.1. Contributed by Thomas Reeves, Ph.D.
      2. 1.3.2. Tool 8. Task Analysis Form
        1. 1.3.2.1. Task Analysis Form: Outline
      3. 1.3.3. Tool 9. Skills Chart
        1. 1.3.3.1. Contributed by Karl Kapp, Ph.D.
        2. 1.3.3.2. How to Use the Skills Chart
        3. 1.3.3.3. How to Customize the Skills Chart
    4. 1.4. Analysis: Learners
      1. 1.4.1. Tool 10. Learner Characteristics
        1. 1.4.1.1. Contributed by Karl Kapp, Ph.D.
      2. 1.4.2. Tool 11. Learner Technology Skills
        1. 1.4.2.1. Contributed by Karl Kapp, Ph.D.
        2. 1.4.2.2. PC Skills
        3. 1.4.2.3. Learning Styles
      3. 1.4.3. Tool 12. Existing Training: Who Gets What?
    5. 1.5. Synthesizing and Reporting Data
      1. 1.5.1. Tool 13. Training Analysis Recap for Trainer
        1. 1.5.1.1. Needs Analysis Recap
      2. 1.5.2. Tool 14: Analysis Report Template
        1. 1.5.2.1. Contributed by Thomas Reeves, Ph.D.
    6. 1.6. Chapter 1 Wrap-Up
    7. 1.7. Analysis: The REAL Story Versus the Sacred Story
      1. 1.7.1. Tips for Achieving Management Commitment to Training Solutions
        1. 1.7.1.1. Contributed by Patti Shank, Jennifer Hofmann, and Cindy Epps
      2. 1.7.2. Tool 15. World's Quickest Training Needs Analysis
        1. 1.7.2.1. Contributed by Anne Howard and the founding members of the NC Trainers' Network Team.
    8. 1.8. Additional Suggested Resources
  6. 2. Design
    1. 2.1.
      1. 2.1.1. Tool 16. Find Your 20 Percent
        1. 2.1.1.1. Contributed by the NC Training Network Team
    2. 2.2. Developing Objectives
      1. 2.2.1. Tips for Creating Objectives: Rules of Thumb and Common Errors
        1. 2.2.1.1. Contributed by Nanette Miner, Ed.D.
      2. 2.2.2. Tool 17. Types of Objectives: Seven Levels
      3. 2.2.3. Tool 18. Writing Objectives: Worksheet
    3. 2.3. Testing
      1. 2.3.1. Tip: Why Test?
        1. 2.3.1.1. Contributed by Stephanie Freeman
      2. 2.3.2. Tool 19. Tie Test Items to Objectives
        1. 2.3.2.1. Contributed by Saul Carliner, Ph.D.
      3. 2.3.3. Tool 20. Checklist for Culturally Unbiased Test Item Construction
        1. 2.3.3.1. Contributed by Karl Kapp, Ph.D.
    4. 2.4. Choosing a Delivery Format
      1. 2.4.1. Tool 21. Delivery Selection Flowchart
        1. 2.4.1.1. Contributed by Don Clark
      2. 2.4.2. Tool 22. Traditional or "E"? Or Both?
    5. 2.5. Course Design and Lesson Planning
      1. 2.5.1. Tool 23. Course Design Worksheet
        1. 2.5.1.1. Contributed by Jerry Linnins
        2. 2.5.1.2. Roles/Personnel Who Should Attend Course
        3. 2.5.1.3. Listing of Knowledge, Tasks, Skills (KTS) to Be Covered by Course
        4. 2.5.1.4. Audience Profile
        5. 2.5.1.5. Priority for Attending (Who Should Attend/When?):
        6. 2.5.1.6. How Should This Course Be Delivered and Why?
        7. 2.5.1.7. Why Should It Be Delivered This Way?
    6. 2.6. Creating Lesson Plans
      1. 2.6.1. Tool 24. Lesson Plan Checklist and Content Matrix for Lesson Planning
        1. 2.6.1.1. Contributed by Peggy Schaefer
        2. 2.6.1.2. Lesson Plan Development Checklist
        3. 2.6.1.3. Appendix: Content Matrix for Lesson Planning
      2. 2.6.2. Tool 25. Lesson Plan Template A: Overview Format
        1. 2.6.2.1. Contributed by Jennifer Henczel
      3. 2.6.3. Tool 26. Lesson Plan Template B: Outline Format
        1. 2.6.3.1. Contributed by Don Clark
    7. 2.7. Storyboarding Tools
      1. 2.7.1. Tip: Storyboarding e-Learning with PowerPoint
      2. 2.7.2. Tool 27. Storyboard Template A: PowerPoint Format
        1. 2.7.2.1. Contributed by Karl Kapp, Ph.D.
      3. 2.7.3. Tool 28. Storyboard Template B: Word Format
    8. 2.8. Cost and Time Estimators
      1. 2.8.1. Tool 29. "Rule of Thumb" Costs for Training
      2. 2.8.2. Tool 30. Training Design Time Estimate Worksheet
        1. 2.8.2.1. Contributed by Gary Lear
      3. 2.8.3. Tool 31. e-Learning Design Time Estimator
        1. 2.8.3.1. Contributed by Pete Blair
    9. 2.9. Project Planning
      1. 2.9.1. Tool 32. Training Project Risk Assessment: "Quick and Dirty Risk"
        1. 2.9.1.1. Contributed by Lou Russell
      2. 2.9.2. Tool 33. e-Learning Project Plan Outline
        1. 2.9.2.1. Adapted from a worksheet by Kevin Kruse
      3. 2.9.3. Tool 34. Classroom Training Project Planning Outline
        1. 2.9.3.1. Contributed by Results Through Training (www.RTTWorks.com)
      4. 2.9.4. Tool 35. Project Planning Worksheet
    10. 2.10. Chapter 2 Wrap-Up
      1. 2.10.1. Tool 36. Fink's Principles of Good Course Design
        1. 2.10.1.1. Contributed by L. Dee Fink, Ph.D.
      2. 2.10.2. Tips for Working with Subject-Matter Experts (SMEs)
        1. 2.10.2.1. Contributed by Jennifer Hofmann, Nanette Miner, Jane Bozarth, and Patti Shank
    11. 2.11. Additional Suggested Resources
  7. 3. Develop
    1. 3.1. Instructional Methods: Basics
      1. 3.1.1. Tool 37. Instructional Methods: Advantages and Disadvantages
        1. 3.1.1.1. Contributed by Ann Downer
      2. 3.1.2. Tool 38. Choosing a Lecture
        1. 3.1.2.1. Contributed by Honolulu Community College Faculty Development
      3. 3.1.3. Tool 39. Choosing a Demonstration
        1. 3.1.3.1. Contributed by Honolulu Community College Faculty Development
      4. 3.1.4. Tool 40. Choosing a Discussion
        1. 3.1.4.1. Contributed by Honolulu Community College Faculty Development
    2. 3.2. Instructional Methods: Advanced Techniques
      1. 3.2.1. Tool 41. Using a Case Study
        1. 3.2.1.1. Contributed by Shawn Scheffler
      2. 3.2.2. Tool 42. Using a Role Play
        1. 3.2.2.1. Contributed by Shawn Scheffler
        2. 3.2.2.2. Developing Successful Role Plays
        3. 3.2.2.3. Conducting Successful Role Plays
        4. 3.2.2.4. Role Play Structure
        5. 3.2.2.5. A Role Aid
      3. 3.2.3. Tool 43. Getting the Most from the Stories You Use
        1. 3.2.3.1. Contributed by Lori Silverman
        2. 3.2.3.2. Selecting a Story
        3. 3.2.3.3. Using Stories
      4. 3.2.4. Tool 44. The Job Aid Job Aid
        1. 3.2.4.1. Contributed by Patti Shank
        2. 3.2.4.2. When to Use a Job Aid
        3. 3.2.4.3. Benefits of Job Aids
        4. 3.2.4.4. Sections
        5. 3.2.4.5. Types
        6. 3.2.4.6. Information Formats
        7. 3.2.4.7. Examples
    3. 3.3. Matching Methods to Learning Styles and Preferences
      1. 3.3.1. Tool 45. Activities for Visual, Auditory, and Kinesthetic Preferences
      2. 3.3.2. Tool 46: Multiple Intelligences Activities
        1. 3.3.2.1. Contributed by Lenn Millbower
      3. 3.3.3. Tool 47. Multiple Intelligences Matrix
        1. 3.3.3.1. Contributed by Lenn Millbower
        2. 3.3.3.2. How to Use the Multiple Intelligences Matrix Tool
      4. 3.3.4. Tool 48. e-Learning Development Techniques: Mix It Up!
    4. 3.4. Developing Materials
      1. 3.4.1. Tips for Great Handouts
      2. 3.4.2. Tool 49. Evaluation Worksheet for Graphic Treatment
        1. 3.4.2.1. Contributed by Ruth Clark and Chopeta Lyons
    5. 3.5. Developing Instructor Guides
      1. 3.5.1. Tool 50. How to Write an Instructor Guide
        1. 3.5.1.1. Contributed by Jean Barbazette
        2. 3.5.1.2. Purpose of an Instructor Guide
        3. 3.5.1.3. Contents
        4. 3.5.1.4. Types of Instructor Guides
        5. 3.5.1.5. How to Choose the Right Type of Instructor Guide
      2. 3.5.2. Tool 51. Sample Scripted Instructor Guide
        1. 3.5.2.1. Contributed by Jean Barbazette
      3. 3.5.3. Tool 52. Sample Outline Instructor Guide
        1. 3.5.3.1. Contributed by Jean Barbazette
      4. 3.5.4. Tool 53. Sample Overview Instructor Guide
        1. 3.5.4.1. Contributed by Jean Barbazette
      5. 3.5.5. Tool 54. Instructor Guide Template Using Icons
        1. 3.5.5.1. Contributed by Results Through Training (www.RTTWorks.com)
      6. 3.5.6. Tool 55. Instructor Guide Template: Synchronous Training
        1. 3.5.6.1. Contributed by Jennifer Hofmann and Nanette Miner, Ed.D.
      7. 3.5.7. Tool 56. Instructor Guide Template: Teleconference
        1. 3.5.7.1. Contributed by Jennifer Hofmann and Nanette Miner, Ed.D.
      8. 3.5.8. Tool 57. Instructor Guide Template for a Video Conference Featuring a Guest Speaker
        1. 3.5.8.1. Contributed by Jennifer Hofmann and Nanette Miner, Ed.D.
    6. 3.6. Tools and Tips for Online Training
      1. 3.6.1. Tips for What Learners Want: Developing Successful Online Learning Programs
        1. 3.6.1.1. Contributed by Mitchell Weisburg
      2. 3.6.2. Tips for Creating Self-Paced Online Courses
        1. 3.6.2.1. Contributed by Pete Blair
      3. 3.6.3. Tool 58. Online Course Syllabus Template
        1. 3.6.3.1. A. Course Description
        2. 3.6.3.2. B. Method of Instruction
        3. 3.6.3.3. C. Course Objectives
        4. 3.6.3.4. D. Course Topics/Units and Dates
        5. 3.6.3.5. E. Technology
        6. 3.6.3.6. F. Textbook(s) and Required Tools or Supplies
        7. 3.6.3.7. G. Grading and Attendance Requirements
        8. 3.6.3.8. H . Course Specifics
        9. 3.6.3.9. I. Other Policies and Safety
        10. 3.6.3.10. J. Miscellaneous (As Needed or Desired)
      4. 3.6.4. Tool 59. Principles of Online Design Checklist
        1. 3.6.4.1. Contributed by Academic Media and Technology Services, Florida Gulf Coast University
    7. 3.7. Chapter 3 Wrap-Up
      1. 3.7.1. Tool 60. Training Design Checklist: Quick Version
        1. 3.7.1.1. Contributed by Results Through Training (www.RTTWorks.com)
      2. 3.7.2. Tool 61. Training Design Checklist: Comprehensive Version
        1. 3.7.2.1. Contributed by Results Through Training (www.RTT Works.com)
    8. 3.8. Additional Suggested Resources
  8. 4. Implement
    1. 4.1. Critical Trainer Skills
      1. 4.1.1. 5 Areas of Preparation
        1. 4.1.1.1. Contributed by Jan Haverkamp
      2. 4.1.2. Tips for Giving Instructions
        1. 4.1.2.1. Contributed by Jane Bozarth, Patti Shank, and Cindy Epps
      3. 4.1.3. Incredible Credibility
        1. 4.1.3.1. Contributed by Terrence Gargiulo
        2. 4.1.3.2. Be a Good Host
        3. 4.1.3.3. Be Personable
        4. 4.1.3.4. It's All in the Doing
        5. 4.1.3.5. Tell a Story
        6. 4.1.3.6. Discover Learners' Learning Objectives
        7. 4.1.3.7. Manage Your Learning Commitments
        8. 4.1.3.8. Give Credit to Others
      4. 4.1.4. The Seven Principles of Facilitation
        1. 4.1.4.1. Contributed by Nina Coil
        2. 4.1.4.2. 1. Be Courageous
        3. 4.1.4.3. 2. Be a Role Model
        4. 4.1.4.4. 3. Balance Flexibility and Responsibility
        5. 4.1.4.5. 4. Make It Theirs
        6. 4.1.4.6. 5. Make It Yours
        7. 4.1.4.7. 6. Focus on Application
        8. 4.1.4.8. 7. Link It to the Business
      5. 4.1.5. Tool 62. Mapping Discussion Flow
        1. 4.1.5.1. Contributed by Nancy K. Gustafson, Ed.D.
      6. 4.1.6. Tips for Using Props in Training
        1. 4.1.6.1. Submitted by Patti Shank, Jane Bozarth, Cindy Epps
      7. 4.1.7. Tips for Marketing Your Training Programs
        1. 4.1.7.1. Contributed by Jennifer Hofmann, Patti Shank, Cindy Epps, Susan E. Nunn, Teri Armstrong, and Jane Bozarth
      8. 4.1.8. Tips for Working with Multicultural Audiences
      9. 4.1.9. Tool 63. Trainer Skills Assessment
        1. 4.1.9.1. Trainer Skills Assessment
    2. 4.2. Dealing with Challenges
      1. 4.2.1. Tips: Delivering an Unpopular Message
        1. 4.2.1.1. Contributed by R. Anne Hull and Dan Young
        2. 4.2.1.2. Be Proactive
        3. 4.2.1.3. In the Session
      2. 4.2.2. When Difficult Issues Threaten Training
        1. 4.2.2.1. Contributed by Terrence Gargiulo
      3. 4.2.3. Tips for Handling Challenging Learner Behaviors
        1. 4.2.3.1. Contributed by Shawn Scheffler
        2. 4.2.3.2. Seven Strategies for Addressing the Angst
        3. 4.2.3.3. Adjust Your Interaction, Depending on the Learner's Intent
    3. 4.3. Trainer Self-Preservation and Self-Development
      1. 4.3.1. Tool 64. Training Logistics Action Items
        1. 4.3.1.1. Contributed by Results Through Training (www.RTTWorks.com)
      2. 4.3.2. Tool 65. Training Program/Activity Worksheet
        1. 4.3.2.1. Contributed by Bob Teague
      3. 4.3.3. Tool 66. Speaker/Presentation Information Worksheet
        1. 4.3.3.1. Contributed by Bob Teague
        2. 4.3.3.2. Speaker/Presentation Profile Sheet
        3. 4.3.3.3. Session Description
        4. 4.3.3.4. Learning Objectives
        5. 4.3.3.5. Presentation Materials and Formats
        6. 4.3.3.6. Logistics
    4. 4.4. Tool 67. Trainer's Planner for Offsite Training
      1. 4.4.1.
        1. 4.4.1.1. Contributed by Colette Haycraft
      2. 4.4.2. Trainer Self-Preservation: Five Ideas for Taking Charge of Your Recharging
        1. 4.4.2.1. Contributed by Terrence Gargiulo
      3. 4.4.3. Tool 68. Best Books for Trainers
      4. 4.4.4. Tips for the Lone Ranger Trainer
        1. 4.4.4.1. Contributed by Patti Shank, Cindy Epps, and Jane Bozarth
      5. 4.4.5. Things They Don't Tell You in Train-the-Trainer Courses
        1. 4.4.5.1. Submitted by Patti Shank, Cindy Epps, Jane Bozarth, Susan E. Nunn, Elizabeth Grimes, and Jennifer Hofmann
    5. 4.5. Additional Suggested Resources
  9. 5. Evaluate
    1. 5.1. Formative Evaluation
      1. 5.1.1. Tool 69. Formative Self-Evaluation Tool
        1. 5.1.1.1. Course Day 1
        2. 5.1.1.2. Course Day 5
      2. 5.1.2. Tool 70. Course Daily Reflection
      3. 5.1.3. Tips for Formative Evaluation
    2. 5.2. Summative Evaluation: Client, Team, and Trainer Evaluation of Training
      1. 5.2.1. Tool 71. Post-Mortem: Client's Evaluation of Training Project
        1. 5.2.1.1. Contributed by Patti Shank
      2. 5.2.2. Tool 72. Post-Mortem: Team's Evaluation of the Training Project
        1. 5.2.2.1. Contributed by Michael Greer (www.michaelgreer.com)
        2. 5.2.2.2. Instructions
        3. 5.2.2.3. Phase-Specific Questions
      3. 5.2.3. Tool 73. Trainer's Evaluation of Session/Learners
        1. 5.2.3.1. Contributed by Randy Woodward
    3. 5.3. Summative Evaluation: Learner Evaluation of Training
      1. 5.3.1. Tool 74. Learner Course Evaluation Template A: Overview
        1. 5.3.1.1. Contributed by Jennifer Henczel
      2. 5.3.2. Tool 75. Learner Course Evaluation Template B: Narrative
        1. 5.3.2.1. Contributed by Linda Levine
      3. 5.3.3. Tool 76. Learner Course Evaluation Template C: Detailed
        1. 5.3.3.1. Created by the North Carolina Justice Academy; modified and contributed by Malea Drew
    4. 5.4. Course and Program Evaluation
      1. 5.4.1. Tool 77. Strategies for Evaluating Training Results
        1. 5.4.1.1. Contributed by Dr. John Sullivan
      2. 5.4.2. The Kirkpatrick Taxonomy for Evaluating Training Programs
      3. 5.4.3. What Is "ROI"?
      4. 5.4.4. Tool 78. Evaluating Training at Five Levels
      5. 5.4.5. Alternatives to Kirkpatrick?
      6. 5.4.6. Tool 79. Stufflebeam's CIPP Model of Evaluation
    5. 5.5. Additional Suggested Resources
  10. LIST OF CONTRIBUTORS
  11. ABOUT THE EDITOR
  12. HOW TO USE THE CD-ROM
    1. 5.6. System Requirements
    2. 5.7. Using the CD with Windows
    3. 5.8. In Case of Trouble

Product information

  • Title: From Analysis to Evaluation, with CD-ROM: Tools, Tips, and Techniques for Trainers
  • Author(s): Jane Bozarth
  • Release date: April 2008
  • Publisher(s): Pfeiffer
  • ISBN: 9780787982010