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A Challenge for Small Businesses: How Do You Train When There Is No Trainer? Premium Content

Wednesday, October 27, 2010 - by Jeff McElyea

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In companies with fewer than 100 employees, owners and managers must participate in the delivery of products or services and train new employees at the same time. These small businesses usually do not have human resource or training departments. Consequently, any training employees receive occurs in an on-the-job format, making it difficult to properly train new people or improve the skills of existing staff.

This situation creates a paradox. On one hand, having well-trained, fully competent employees is vital to the continued growth of the company. On the other hand, it's not feasible in terms of money or time for an owner or manager to abandon day-to-day duties to focus on training. Typically, this results in new employees learning their position on-the-fly, which causes inadequate and incomplete training.

Our company, Lucid Business Strategies, creates a customized OJT program that allows employees to literally train themselves - an approach that allows employees to dig deeply into topics that interest them and to move quickly through the topics they already understand. Since the employee does most of the work, the time required from managers is greatly reduced.

Putting ideas into practice

To begin, new employees are given a participant's manual that leads them through their training. This guided learning includes specific activities to complete with their supervisor, on their own, with subject matter experts, and using company resources, vendors, and customers. Each learning activity includes step-by-step instructions and an explanation of what they are expected to be able to do on the job after completing that activity. Multiple methods of learning ensure new employees acquire every skill and learn every task required of them on the job.

The participant's manual includes exercises, case studies, quizzes, and formal tests that employees must complete and review with their supervisor. This provides a built-in evaluation process to ensure the learner is competent in each task or skill, an opportunity for the manager to provide additional training and feedback, and evidence that the learner will be able to apply the skill on the job.

Obviously, we cannot eliminate the need for the manager to be involved in at least some of the training, but we reduce this time involvement by including formal training exercises in the participant's manual that the owner or manager must be involved in. This allows the owner or manager to provide consistent training with every employee, and keeps them focused on the specific knowledge, skills, and abilities they are trying to impart. This approach has the added benefit of providing the employee with a way of knowing when they need their supervisor's assistance, as well as guidance about what they need to learn when they are in training with their supervisor. Learners can actually direct the training session themselves.

We also provide both the owner or manager and the employee with a method of tracking their progress toward completion. We condense all of the topics, exercises, activities, and evaluations into a checklist. Both the supervisor and the employee check off activities that have been completed, which provides a visual cue of an employee's progress. The checklist doubles as a method of ensuring that the training stays on a reasonable schedule.

When employees complete all of the exercises in the manual, they are fully trained and qualified for their position. Both the owner or manager and the employee can have full confidence that the skills the employees will encounter on the job have been learned and will be applied in their day-to-day work.

This approach has benefits for existing employees as well. If they are struggling with a particular knowledge, skill, or ability, they can use the participant's manual and checklists to guide themselves through the additional training they need.

Results

One client we have used this approach with is a small company that sells cutting-edge technology products. The training teaches new hires in-depth product knowledge, an understanding of their marketplace, and basic sales techniques. Prior to this OJT training, it took a new employee six to nine months to acquire enough product knowledge to be effective in their sales process. Preliminary results show that we have reduced this time to two to three months. Furthermore, the salespeople who have completed the training have become some of the company's top producers within six months' time.

Interestingly, new employees have rated the training as "outstanding," even though they have done the vast majority of the work. The previous training approach resulted in 100 percent of the employees saying the company's training was "poor or non-existent."

Small business owners and managers have a difficult time providing quality training for their employees. Using traditional instructional design techniques, it is possible to design an OJT program that puts most of the training responsibility on the employee. This approach ensures the employee learns each needed skill, and greatly reduces the amount of time the owner/manager must invest in the training. It also greatly reduces the overall training time and can ultimately improve the contribution of the new employee.

Note: This article originally appeared in the March 2006 issue of ASTD Links.

Jeff McElyea is the owner and principal consultant of Lucid Business Strategies, a consulting firm that specializes in assisting small business owners with building revenues, planning and managing growth, and solving performance problems of all kinds. He is a member of both the national and Greater Detroit chapter of ASTD; jmcelyea@lucidbusiness.com.

2010 ASTD, Alexandria, VA. All rights reserved.

A Challenge for Small Businesses: How Do You Train When There Is No Trainer?

Communities of Practice:   Human Capital , Learning & Development

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