IR 017 106 AUTHOR Schlegel, M. J. TITLE Design. · Design Model of Analyze, Design, Development,...

140
DOCUMENT RESUME ED 383 281 IR 017 106 AUTHOR Schlegel, M. J. TITLE A Handbook of Instructional and Training Program Design. PUB DATE [95] NOTE 279p. PUB TYPE Guides Non-Classroom Use (055) Tests/Evaluation Instruments (160) EDRS PRICE MFO1 /PC12 Plus Postage. DESCRIPTORS *Evaluation Methods; *Information Technology; *Instructional Design; Material Development; Needs Assessment; Program Implementation; Summative Evaluation; *Training ABSTRACT Although it is generally argued that information technology (IT) is a science rather than an art, very few professionals follow a process of systematic evaluation and revision, usually due to the level of difficulty and time constraints involved. The intent of this document is to provide a framework for evaluation and revision of instructional design and training via the personal computer, or paper and pencil aids. When implemented, this framework organizes and simplifies the process of evaluation. The generic Design Model of Analyze, Design, Development, Implementation, and Evaluation (ADDIE) is utilized, and detailed job aids are provided in the form of rating sheets and checklists. The five major phases of the design model are discussed: (1) front-end analysis; (2) training needs analysis; (3) instructional design; (4) material development; and (5) implementation. Phase 1 identifies a perceived knowledge deficiency and defines the problem. Phase 2 provides a detailed, relevant list of the skills and knowledge that will make up the content of the training course and a preliminary delivery strategy matching the material to be learned to learner characteristics. Phase 3 outcomes include: determining instructional objectives; developing tests for the objectives; confirming overall delivery strategy; and developing design specifications to used in Phase 4. Phase 4, materials development, considers two major areas, appearance and effect. Feedback from pilot testing is used in the final implementation process, phase 5. Checklists of major steps are provided for each phase. Front-end analysis, training needs analysis, and materials development evaluation checklists are included. The final section, "Summative Evaluation of Training," facilitates the evaluation process through the use of either Kirkpatrick's level of evaluation or the Brethower and Rumler adaptation, and the four levels of training evaluation are outlined. An example training follow-up survey is provided. (Contains 9 references.) (MAS) *********************************************************************** Reproductions supplied by EDRS are the best that can be made from the original document. ***********************************************************************

Transcript of IR 017 106 AUTHOR Schlegel, M. J. TITLE Design. · Design Model of Analyze, Design, Development,...

DOCUMENT RESUME

ED 383 281 IR 017 106

AUTHOR Schlegel, M. J.

TITLE A Handbook of Instructional and Training ProgramDesign.

PUB DATE [95]

NOTE 279p.

PUB TYPE Guides Non-Classroom Use (055) Tests/EvaluationInstruments (160)

EDRS PRICE MFO1 /PC12 Plus Postage.DESCRIPTORS *Evaluation Methods; *Information Technology;

*Instructional Design; Material Development; NeedsAssessment; Program Implementation; SummativeEvaluation; *Training

ABSTRACTAlthough it is generally argued that information

technology (IT) is a science rather than an art, very fewprofessionals follow a process of systematic evaluation and revision,usually due to the level of difficulty and time constraints involved.The intent of this document is to provide a framework for evaluationand revision of instructional design and training via the personalcomputer, or paper and pencil aids. When implemented, this frameworkorganizes and simplifies the process of evaluation. The genericDesign Model of Analyze, Design, Development, Implementation, andEvaluation (ADDIE) is utilized, and detailed job aids are provided inthe form of rating sheets and checklists. The five major phases ofthe design model are discussed: (1) front-end analysis; (2) training

needs analysis; (3) instructional design; (4) material development;

and (5) implementation. Phase 1 identifies a perceived knowledgedeficiency and defines the problem. Phase 2 provides a detailed,relevant list of the skills and knowledge that will make up thecontent of the training course and a preliminary delivery strategymatching the material to be learned to learner characteristics. Phase3 outcomes include: determining instructional objectives; developingtests for the objectives; confirming overall delivery strategy; anddeveloping design specifications to used in Phase 4. Phase 4,materials development, considers two major areas, appearance andeffect. Feedback from pilot testing is used in the finalimplementation process, phase 5. Checklists of major steps areprovided for each phase. Front-end analysis, training needs analysis,and materials development evaluation checklists are included. Thefinal section, "Summative Evaluation of Training," facilitates theevaluation process through the use of either Kirkpatrick's level ofevaluation or the Brethower and Rumler adaptation, and the fourlevels of training evaluation are outlined. An example trainingfollow-up survey is provided. (Contains 9 references.) (MAS)

***********************************************************************

Reproductions supplied by EDRS are the best that can be madefrom the original document.

***********************************************************************

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14

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Fron

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Ana

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45

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39C

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Sum

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110

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Tra

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6

8III

Intr

oduc

tion

It is

arg

ued

that

Ins

truc

tiona

l Tec

hnol

ogy

(IT

) is

a s

cien

ce r

athe

r th

an a

n ar

t lar

gely

bec

ause

of

the

use

of a

n In

stru

ctio

nal

Mod

el a

nd th

e fe

atur

es o

f ev

alua

tion

and

revi

sion

of

inst

ruct

ion

inco

rpor

ated

in th

e m

odel

s. A

lthou

gh m

ost p

eopl

e ag

ree

with

the

abov

e ve

ry f

ew, i

f an

y fo

llow

a p

roce

ss o

f sy

stem

atic

eva

luat

ion

and

revi

sion

for

a v

arie

ty o

f re

ason

s. M

inim

ally

, mos

t of

us (

this

auth

or in

clud

ed)

prov

ide

for

a su

mm

ativ

e ev

alua

tion

of r

esul

ts i.

e. L

evel

One

eva

luat

ions

and

som

e so

rt o

f Fo

rmat

ive

Eva

luat

ion

usua

lly a

"cr

uise

" of

you

r m

ater

ial b

y a

peer

, bos

s or

eve

n sp

ouse

. Per

haps

the

two

pred

omin

ant r

easo

n's

for

the

negl

igen

ce a

re

the

leve

l of

diff

icul

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nd ti

me

cons

trai

nt in

volv

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roni

cally

, the

ver

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ason

that

mak

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a s

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ot a

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t are

oft

en

viol

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the

scie

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vers

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rt a

rgum

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hus

cont

inue

s in

to p

erpe

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adve

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chno

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and

in p

artic

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the

pers

onal

com

pute

r th

is n

eglig

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for

the

two

"big

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s is

and

sho

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be u

nacc

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min

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eglig

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?).

The

inte

nt o

f th

is d

ocum

ent i

s to

pro

vide

a f

ram

ewor

k fo

r ev

alua

tion

and

revi

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via

the

pers

onal

com

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r or

pap

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penc

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whe

n im

plem

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org

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thes

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odel

and

in a

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whi

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con

sist

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eal w

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con

stra

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follo

win

g is

a b

rief

dis

cuss

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of th

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the

five

maj

or p

hase

s.

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t-E

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naly

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Thi

s ph

ase

inco

rpor

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a F

ront

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lysi

s as

wel

l as

a Pe

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naly

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in w

hich

pot

entia

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actu

al p

erfo

rman

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defi

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whi

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re s

uspe

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nee

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be

anal

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ill n

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Fro

nt-E

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naly

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in a

ny d

etai

l but

the

inte

rest

ed r

eade

r ca

n

cons

ult T

hom

as G

ilber

ts (

1979

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ehav

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inee

ring

Mod

el",

or

Rum

mle

r an

d B

rach

e's

(198

1) m

odel

.

Of

part

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ar n

ote

this

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se s

tart

s w

ith a

req

uest

of

som

e so

rt to

inve

stig

ate

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rcei

ved

defi

cien

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doe

s no

t usu

ally

antic

ipat

e fu

ture

pro

blem

s (n

ew e

mpl

oyee

s )

or s

kills

(ne

w T

echn

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ies)

that

mig

ht b

e ne

eded

i.e.

Pro

activ

e T

rain

ing

or

Edu

catio

n an

d D

evel

opm

ent w

hich

is e

valu

ated

dif

fere

ntly

and

not

pan

. of

this

pap

er. T

he p

roce

ss to

be

follo

wed

in th

is s

tep

is

defi

ned

in th

e fi

rst s

ectio

n "F

ront

-End

Ana

lysi

s E

valu

atio

n"

The

pri

mar

y ou

tput

's a

re a

Pro

blem

Ana

lysi

s w

ith a

cle

arly

def

ined

pro

blem

. Doe

s a

prob

lem

exi

st a

nd is

it w

orth

sol

ving

by

trai

ning

or

othe

rwis

e? o

r no

trai

ning

or

solu

tion

is w

orth

the

cost

. Thi

s in

turn

will

dep

end

on th

e an

alys

es a

nd d

isco

very

of

wha

t

kind

of

prob

lem

it is

:

1.T

hey

do n

ot k

now

how

to p

erfo

rm c

orre

ctly

2T

hey

don'

t wan

t to

perf

orm

cor

rect

ly (

mot

ivat

ion)

15

142

3.So

met

hing

is p

reve

ntin

g th

em f

rom

per

form

ing

corr

ectly

Onl

y in

the

case

of

#1 a

bove

is th

ere

clea

r ju

stif

icat

ion

to c

ontin

ue w

ith th

e T

rain

ing

and

Dev

elop

men

t Pro

cess

. The

oth

er

outp

ut o

f th

e Fr

ont-

End

Ana

lysi

s is

a R

ecom

men

ded

solu

tion;

Tra

inin

g or

Non

- T

rain

ing.

The

nov

ice

prac

titio

ner

shou

ld b

e w

ary

of v

entu

ring

into

oth

er a

reas

whe

re h

e ha

s lit

tle o

r no

exp

ertis

e he

re. I

t may

not

be

polit

ical

ly a

stut

e to

cla

im a

noth

er d

epar

tmen

t

is d

efic

ient

. The

se O

utpu

ts th

en b

ecom

e th

e in

puts

of

the

next

ste

p. A

t thi

s po

int c

are

mus

t be

take

n no

t to

mak

e on

e of

the

com

mon

mis

take

s B

reth

ower

and

Rum

ler

(197

6.)

:1.

To

take

the

inpu

t of

line

man

agem

ent w

ithou

t que

stio

n an

d ag

ree

to

deve

lop

trai

ning

with

out a

ny r

eal e

vide

nce

that

it is

req

uire

d. 2

. To

agre

e on

for

m a

nd le

ngth

of

a tr

aini

ng c

ours

e lo

ng b

efor

e

read

y. T

he r

esul

t is

ofte

n a

cour

se th

at d

oes

not m

eet t

he n

eeds

and

is to

exp

ensi

ve a

nd in

effi

cien

t.

Tra

inin

g N

eeds

Ana

lysi

s

The

goa

ls o

f th

is p

hase

are

to p

rodu

ce a

det

aile

d, r

elev

ant l

ist o

f th

e sk

ills

and

know

ledg

e th

at w

ill m

ake

up th

e co

nten

t of

the

cour

se a

nd a

pre

limin

ary

deliv

ery

stra

tegy

mat

chin

g th

e m

ater

ial t

o be

lear

ned

to th

e le

arne

r ch

arac

teri

stic

s. L

earn

er a

naly

sis

(see

"T

rain

ing

Nee

ds A

naly

sis

Eva

luat

ion"

pg.

TN

A 1

0-11

.) is

fir

st c

ondu

cted

to d

eter

min

e th

e tr

aini

ng p

opul

atio

ns c

hara

cter

istic

s

and

entr

y le

vel s

kills

Thi

s in

put i

s th

en u

sed

to d

eter

min

ed a

pre

limin

ary

deliv

ery

stra

tegy

("T

rain

ing

Del

iver

y St

rate

gies

"pg.

17-

19. )

Inst

ruct

iona

l Des

ign

The

ana

lysi

s w

e ju

st c

ompl

eted

can

be

used

as

a bl

uepr

int t

o cr

eate

Tra

inin

g. A

lthou

gh it

is te

mpt

ing

to s

tart

dev

elop

ing

mat

eria

ls y

ou p

ay f

or it

in th

e lo

ng r

un b

y in

clud

ing

irre

leva

nt c

onte

nt a

nd e

xces

sive

rev

isio

ns th

at p

rope

r in

stru

ctio

nal d

esig

n

wor

k w

ould

hav

e el

imin

ated

.

171.

63

The

maj

or o

utco

mes

of

this

piv

otal

pha

se in

clud

e : d

eter

min

ing

inst

ruct

iona

l obj

ectiv

es, d

evel

opin

g te

sts

for

the

obje

ctiv

es, (

see

"Edi

ting

Inst

ruct

iona

l Obj

ectiv

es"p

g. D

esig

n 6

and

"Med

ia S

elec

tion"

pg.

Des

ign

14)

conf

irm

ing

over

all d

eliv

ery

stra

tegy

incl

udin

g m

edia

sel

ectio

n an

d de

velo

ping

des

ign

spec

ific

atio

ns to

be

used

in th

e ne

xt p

hase

mat

eria

l dev

elop

men

t. B

efor

e

proc

eedi

ng to

mat

eria

l dev

elop

men

t the

des

igne

r m

ust b

e sa

tisfi

ed th

at: t

he m

edia

sel

ecte

d ar

e ap

prop

riat

e fo

r th

e ob

ject

ives

, the

lear

ner,

the

desi

gn a

nd th

e de

liver

y fa

ctor

s. T

hat t

he le

arni

ng a

ctiv

ities

are

bas

ed o

n th

e ev

ents

of

inst

ruct

ion

(see

pg.

Des

ign

21

"Eve

nts

Of

Inst

ruct

ion"

)and

are

con

sist

ent w

ith th

e ob

ject

ives

.

The

mos

t cri

tical

ste

p of

the

entir

e pr

oces

s is

in th

e de

term

inat

ion

of in

stru

ctio

nal o

bjec

tives

and

inte

ract

ion

with

the

clie

nt

is im

pera

tive

in o

rder

to a

ssur

e th

at: 1

) T

he o

bjec

tives

are

app

ropr

iate

to m

eet t

he c

lient

s ne

ed. 2

) T

he p

rogr

am is

des

igne

d to

mee

t the

obj

ectiv

e. T

rain

ing

that

is n

ot f

ully

col

labo

rativ

e is

like

ly to

be

ster

ile, a

nd in

effe

ctiv

e.

Mat

eria

l Dev

elop

men

t

App

eara

nce

(see

pg.

MD

18-

.19

"Mat

eria

l Dev

elop

men

t Eva

luat

ion"

) an

d ef

fect

of

all i

nstr

uctio

nal m

ater

ials

is u

ltim

atel

y

your

res

pons

ibili

ty. T

his

incl

udes

the

stud

ent a

ndin

stru

ctio

nal g

uide

. As

an a

id to

rev

iew

the

fina

l pro

duct

and

bef

ore

impl

emen

tatio

n th

e "I

nstr

uctio

nal T

echn

olog

y R

evie

w",

(se

e pg

. IM

P 3)

shou

ld b

e co

mpl

eted

.

The

fin

ishe

d pr

oduc

t now

pro

duce

d ne

eds

to b

e ch

ecke

d fo

r fl

ow th

at is

a y

es a

nsw

er m

ust b

e gi

ven

to th

e si

x "f

inal

"

ques

tions

on

the

"Con

grue

ncy

Che

ck",

(se

e pg

. IM

P 4-

5) o

r a

criti

cal l

ink

may

be

mis

sing

.

1 9

184

Impl

emen

tatio

n

Plan

ning

for

the

pilo

t tes

ting

of th

e co

urse

sho

uld

occu

r as

ear

ly a

s po

ssib

le in

the

trai

ning

dev

elop

men

t pro

cess

.

Res

pons

ibili

ty f

or a

ll ne

cess

ary

envi

ronm

enta

l ite

ms

such

as

room

and

equ

ipm

ent n

eed

to b

e de

term

ined

and

doc

umen

ted.

Sche

dulin

g of

the

initi

al o

ffer

ing

and

freq

uenc

y an

d du

ratio

n of

cla

sses

onc

e th

e co

urse

is b

roug

ht o

n-st

ream

als

o ne

ed to

be

agre

ed to

. You

nee

d to

wor

k cl

osel

y w

ith th

e cl

ient

,SM

E's

and

oth

ers

that

nee

d to

be

pres

ent i

n or

der

to a

ssur

e th

e co

urse

can

be d

eliv

ered

imm

edia

tely

upo

n co

mpl

etio

n. T

he p

redo

min

ant p

art o

f th

e au

dien

ce s

houl

d be

mem

bers

of

the

targ

et a

udie

nce.

The

desi

gner

nee

ds to

be

pres

ent f

or th

e in

itial

off

erin

g in

ord

er to

gat

her

real

tim

e fe

edba

ck f

rom

the

part

icip

ants

and

doc

umen

t any

chan

ges

that

may

be

need

ed. D

urin

g im

plem

enta

tion

clue

s to

look

for

incl

ude

Abe

lla (

1986

) :

1. P

artic

ipan

ts ta

lkin

g or

not

talk

ing

abou

t the

pro

gram

. 2. N

on-p

artic

ipan

ts n

ot b

eing

enc

oura

ged

to jo

in in

con

vers

atio

ns. 3

. Man

y cy

nica

l rem

arks

. 4. P

artic

ipan

ts

not d

oing

ass

ignm

ents

. 5. P

artic

ipan

ts a

re la

te a

t sta

rt o

r br

eaks

or

skip

out

alto

geth

er. 6

. Par

ticip

ants

do

not a

sk f

or h

elp

or

addi

tiona

l inf

orm

atio

n or

idea

s. 7

. Hum

orou

s re

mar

ks m

ade

in c

lass

that

hav

e no

con

nect

ion

to c

lass

act

iviti

es. A

ll th

ese

may

be

sign

s of

impe

ndin

g pr

oble

ms

that

nee

d fu

rthe

r in

vest

igat

ion.

Adj

ustm

ents

hav

ing

been

mad

e it

is n

ow ti

me

for

the

full

rele

ase

of

the

prog

ram

. Thi

s sh

ould

onl

y be

don

e w

hen

the

follo

win

g ha

ve b

een

answ

ered

to th

e cl

ient

s an

d yo

ur s

atis

fact

ion:

1. W

as th

e or

igin

al n

eed

accu

rate

ly d

efin

ed?

2. W

ere

the

obje

ctiv

es a

ppro

pria

te to

mee

t the

nee

d?

3. D

oes

the

prog

ram

des

ign

achi

eve

the

obje

ctiv

e?

4. I

s th

e co

nten

t app

ropr

iate

to th

e ob

ject

ive?

5. A

re th

e m

ater

ials

of

good

qua

lity?

inte

rest

ing

and

wel

l wri

tten?

2021

5

6 D

o th

e m

ater

ials

do

wha

t the

des

ign

inte

nds

them

to d

o?

Sum

mat

ive

Eva

luat

ion

Of

Tra

inin

g

The

mos

t use

ful m

odel

of

eval

uatio

n I

have

fou

nd is

Kir

kpat

rick

s' (

1975

) le

vel o

f ev

alua

tion

or th

e ad

apta

tion

by

Bre

thow

er a

nd R

umle

r (1

976)

. The

tool

can

be

used

as

follo

ws:

Lev

el 1

Are

the

trai

nees

hap

py?

Lev

el 2

Doe

s th

e tr

aini

ng d

o

wha

t it i

s su

ppos

ed to

do?

Lev

el 3

Are

the

conc

epts

use

d (

see

pg. S

E 8

-10.

) L

evel

4 D

oes

appl

icat

ion

of th

e co

ncep

ts a

ffec

tth

e

orga

niza

tion?

For

eac

h of

thes

e le

vels

the

who

- s

ourc

e of

dat

a, w

hat -

to m

easu

re, w

here

- f

ind

data

, why

- c

rite

ria,

and

how

-

data

gat

heri

ng m

etho

d m

ust b

e an

swer

ed.

Pepp

er (

1984

) th

e ro

le o

f th

e tr

aini

ng f

unct

ion

with

res

pect

to f

ollo

w u

p is

to a

sses

s th

e ex

tent

the

new

idea

s, s

kills

and

mot

ivat

ion

will

get

a n

atur

al o

ppor

tuni

ty f

or e

xerc

ise

and

rein

forc

emen

t. A

nd h

avin

g do

ne th

is to

rec

omm

end

step

s to

ove

rcom

e

any

obst

acle

s T

his

tend

s to

be

over

look

ed b

y tr

aini

ng w

hich

oft

en o

mits

to c

ondu

ct a

ny f

ollo

w u

p. W

e te

nd to

look

at t

he

com

plet

ion

of a

pro

gram

as

the

end

of r

espo

nsib

ility

. Thi

s at

titud

e in

dica

tes

insu

ffic

ient

und

erst

andi

ng o

f th

e le

arni

ng p

roce

ss.

One

has

to b

e th

ankf

ul th

at th

e na

tura

l inc

linat

ions

of

peop

le to

see

k re

info

rcem

ent o

n th

eir

own

with

out w

aitin

g fo

r in

tere

st to

be

show

n by

oth

ers

.

Sum

mar

y

If d

one

wel

l, de

sign

ing

and

deve

lopi

ng tr

aini

ng r

equi

re a

gre

at d

eal o

f sk

ill a

nd k

now

ledg

e. T

he d

esig

ner

need

s to

gat

her

expe

rts

in in

stru

ctio

nal d

evel

opm

ent,

subj

ect m

atte

r, p

rodu

ctio

n, c

ompu

ter

and

med

ia s

kills

. Mor

eove

r, a

ll th

is m

ust b

e co

mpl

eted

on ti

me

and

with

in b

udge

t. H

e/Sh

e m

ust a

lway

s as

sure

to th

e be

st o

f th

eir

abili

ty th

at th

e pr

ojec

t add

ress

es th

e pe

rfor

man

ce

2223

6

prob

lem

, mee

ts th

e tr

ue n

eeds

of

the

targ

et p

opul

atio

n, s

atis

fies

you

r cl

ient

, and

is c

onsi

sten

t with

the

goal

s of

the

Com

pany

.

The

se jo

b ai

ds (

mec

hani

cal o

r ot

her-

wis

e) a

re d

esig

ned

to g

reat

ly s

impl

ify

the

proc

ess.

25

247

PER

FOR

MA

NC

E/F

RO

NT

-EN

D A

NA

LY

SIS

From

a m

anag

emen

t per

spec

tive

it m

ight

app

ear

that

we

are

addi

ng a

lot o

f ex

tra

time

to th

e pr

ojec

t. U

pon

furt

her

exam

inat

ion,

the

valu

e of

Per

form

ance

/Fro

nt-E

nd A

naly

sis

is th

at w

hen

you

com

plet

e Pe

rfor

man

ce/F

ront

-End

Ana

lysi

s an

d de

cide

to g

o on

to n

ext p

hase

wha

teve

r da

ta y

ou c

olle

ct is

stil

l rel

evan

t whe

n yo

u ge

t to

trai

ning

nee

ds a

naly

sis.

Als

o it

is o

rdin

arily

com

plet

ed in

a s

hort

per

iod

of ti

me.

The

inte

nt is

to m

ake

a de

term

inat

ion

as q

uick

ly a

s po

ssib

le a

nd m

ove

on .

Exp

erie

nce

has

show

n th

at th

e al

tern

ativ

e, n

ot d

oing

Per

form

ance

/Fro

nt-E

nd A

naly

sis,

you

may

be

wel

l int

o de

taile

d an

alys

is b

efor

e yo

u re

aliz

e

trai

ning

is n

ot th

e on

ly o

r be

st w

ay, t

hus

was

ting

muc

h m

ore

time.

The

con

cept

is u

sed

in o

ther

are

as o

f bu

sine

ss a

s w

ell,

they

will

tell

you

that

bef

ore

they

com

mit

dolla

rs o

r re

sour

ces

they

do

the

sam

e ty

pe o

f an

alys

is. T

his

prod

uces

a h

ighe

r qu

ality

pro

duct

at

low

er c

osts

. Fur

ther

mor

e Pe

rfor

man

ce/F

ront

-End

Ana

lysi

s pr

ovid

es th

e ba

sis

by w

hich

trai

ning

is e

valu

ated

alth

ough

it is

not

the

only

one

. One

goo

d m

easu

re o

f ef

fect

iven

ess

is th

e de

gree

to w

hich

the

prob

lem

s id

entif

ied

in P

erfo

rman

ce/F

ront

-End

Ana

lysi

s

have

impr

oved

the

proc

ess.

With

out t

he id

entif

icat

ion

of th

ose

prob

lem

s an

d/or

cos

t red

uctio

ns w

e w

ould

hav

e a

grea

t dea

l of

diff

icul

ty e

valu

atin

g th

e tr

aini

ng's

eff

ectiv

enes

s. T

he b

otto

m li

ne is

that

in th

e lo

ng r

un th

e co

mpa

ny w

ill s

ave

sign

ific

antly

by

com

plet

ing

Perf

orm

ance

/Fro

nt-E

nd A

naly

sis

as th

e fi

rst s

tep

of e

ach

trai

ning

pro

ject

.

2327

8

The

Cou

rse

Man

ager

/Tea

cher

initi

ates

the

Perf

orm

ance

/Fro

nt-E

nd A

naly

sis

and

mus

t ins

ist t

hat t

rain

ing

proj

ects

will

be

unde

rtak

en o

nly

whe

n a

clea

r ne

ed f

or tr

aini

ng h

as b

een

iden

tifie

d, a

nd w

here

the

bene

fits

of

trai

ning

just

ify

the

cost

s. I

n ad

ditio

n,

whe

n ot

her

mea

ns h

ave

been

iden

tifie

d th

ey w

ill b

e co

nsid

ered

soo

ner

and

with

bet

ter

data

for

whi

ch to

mak

e a

reco

mm

enda

tion.

In th

is p

hase

it is

the

ultim

ate

resp

onsi

bilit

y of

the

Cou

rse

Man

ager

/Tea

cher

to d

eter

min

e:

IIf

ther

e is

just

ific

atio

n to

con

tinue

with

trai

ning

dev

elop

men

t?

2. I

f so

me

othe

r so

lutio

n is

app

ropr

iate

and

info

rmin

g an

d pr

ovid

ing

all p

ertin

ent i

nfor

mat

ion.

3. N

o so

lutio

n is

wor

th th

e ef

fort

.

The

rol

e of

the

Cou

rse

Man

ager

/Tea

cher

is to

mak

e su

re th

e an

alys

is is

com

plet

ed o

n tim

e, a

nd in

a p

rope

r m

anne

r, a

nd to

serv

e as

dev

ils a

dvoc

ate

whe

n re

view

ing

the

find

ings

. The

Cou

rse

Man

ager

/Tea

cher

ass

ures

that

con

clus

ions

are

just

ifie

d by

the

data

aft

er a

ll it

is h

e w

ho a

rran

ges

for

com

pany

com

mitm

ent t

o th

e pr

ojec

t.

Bef

ore

proc

eedi

ng to

the

next

pha

se th

e C

ours

e M

anag

er/T

each

er s

houl

d pr

epar

e w

ith th

e ap

prop

riat

e st

aff

mem

ber

a

"Per

form

ance

/Fro

nt-E

nd A

naly

sis

Rep

ort"

whi

ch in

clud

es th

e fo

llow

ing:

1 W

ho th

e ta

rget

per

form

ers

are?

and

thei

r lo

catio

n an

d jo

b tit

les.

2 H

ow m

any

peop

le w

ere

invo

lved

and

for

how

long

?

3. W

hat p

robl

em in

dica

tors

sug

gest

the

need

for

the

proj

ect?

2928

9

4. W

hat m

etho

ds in

stru

men

ts w

ere

used

to c

olle

ct th

e da

ta?

5. W

hat i

s th

e id

eal p

erfo

rman

ce v

s. a

ctua

l and

wha

t is

the

caus

e?

6. W

hat o

ther

sol

utio

ns w

ere

cons

ider

ed a

nd w

hy?

7. W

hat i

s th

e ra

tiona

le f

or y

our

choi

ce ?

The

fin

al s

tep

is th

e pr

epar

atio

n an

d re

view

of

the

Perf

orm

ance

/Fro

nt-E

nd A

naly

sis r

epor

t. A

per

form

ance

rep

ort o

n th

e

Perf

orm

ance

/Fro

nt-E

nd A

naly

sis.

As

follo

ws:

I. P

lann

ing

A. C

ompr

ehen

sive

1. D

oes

the

Plan

for

Per

form

ance

/Fro

nt-E

nd A

naly

sis

spec

ify:

a. r

atio

nale

b. t

arge

t gro

up c

. dat

a re

quir

emen

ts

2. S

tep

by s

tep

activ

ities

B R

ealis

tic I) D

oes

the

plan

take

into

con

side

ratio

n th

e na

ture

and

sco

pe

of th

e ap

pare

nt p

robl

em?

2) C

onsi

dere

d C

onst

rain

ts

a. o

rgan

izat

iona

l b. p

erso

nnel

c. t

ime

d. r

esou

rce

313

010

II. C

lear

ly d

efin

ed P

robl

em

A. R

elia

ble

and

valid

dat

a

B. A

ctua

l vs.

Des

ired

per

form

ance

C. O

ther

cau

ses

of p

robl

em

III.

Sol

utio

ns a

nd r

ecom

men

datio

ns

A. D

ata

revi

ewed

by

othe

rs w

ho u

nder

stan

d th

e pr

oble

m

1) C

lient

2) S

ubje

ct M

atte

r E

xper

t

B. H

ave

reas

onab

le s

olut

ions

bee

n ch

ecke

d

C. I

s fi

nal s

olut

ion

best

pos

sibl

e al

tern

ativ

e

IV. F

easi

bilit

y

A. D

oes

the

Perf

orm

ance

/Fro

nt-E

nd A

naly

sis

cont

ain

adeq

uate

info

rmat

ion

to m

ake

a de

cisi

on f

or p

roje

ct c

ontin

uatio

n or

othe

r so

lutio

n?

B. D

o su

ffic

ient

res

ourc

es e

xist

to w

ork

on th

e so

lutio

n to

the

prob

lem

?

3233

11

V. C

osts

and

Ris

ks

A. A

re th

e co

sts

and

risk

s of

the

solu

tions

iden

tifie

d an

d ac

cura

te?

B. H

ave

the

risk

s an

d co

st o

f ig

nori

ng th

e pr

oble

m b

een

cons

ider

ed?

At t

his

poin

t the

Cou

rse

Man

ager

/Tea

cher

mus

t tak

e ca

re n

ot to

mak

e on

e of

the

com

mon

mis

take

s:

1. T

o ta

ke th

e in

put o

f lin

e

man

agem

ent w

ithou

t que

stio

n an

d ag

ree

to d

evel

op tr

aini

ng w

ithou

t any

rea

l evi

denc

e th

at it

is r

equi

red.

2. T

o ag

ree

on f

orm

and

leng

th o

f a

trai

ning

cou

rse

long

bef

ore

read

y. T

he r

esul

t is

ofte

n a

cour

se th

at d

oes

not m

eet t

he n

eeds

and

is to

exp

ensi

ve a

nd

inef

ficie

nt.

3431

;

Perf

orm

ance

Ana

lysi

s E

valu

atio

n

Plan

ning

Com

preh

ensi

veR

ealis

tic

Cle

ar d

efin

ition

of

the

prob

lem

Rel

evan

t def

icits

4V

.1, :

4...1

4191

.01/

;Sre

M3:

0 'W

e ''''''''

''''''''

''''''''

''''''''

''''''''

''''''''

''''''''

''''''''

''''''''

''''''''

''''''''

''''''''

''''''''

''.k

ff

gfil

Wp4

; ,"4

eW

44,

--; C

ompr

ehen

sive

sol

utio

ns

36

.:;;;;

*::::

;..:::

:.

'

37

IF y

our

clie

ntgi

ves

this

rea

son

for

requ

estin

gtr

aini

ng

Thi

s jo

b ne

eds

trai

ning

(fo

rex

istin

g, m

odif

ied,

or n

ew jo

bs)

Thi

s is

a n

ewsy

stem

(or

met

hod

oreq

uipm

ent)

Exi

stin

g tr

aini

ng is

inad

equa

te

Dat

a fo

r T

rain

ing

Req

uest

s

TH

EN

you

hav

e to

col

lect

dat

a to

ans

wer

thes

e ty

pes

ofqu

estio

ns.

Wha

t are

the

job

rela

ted

prob

lem

s in

term

s of

out

puts

, eff

ects

on

othe

r w

ork

grou

ps, s

ervi

ce to

the

cust

omer

s, lo

ss o

f re

venu

e to

the

regi

on o

r to

the

com

pany

, etc

.?

Wha

t are

the

diff

eren

ces

betw

een

the

old

and

the

new

?

Wha

t dif

ficu

lties

do

we

antic

ipat

e? W

hy?

Wha

t are

the

job

rela

ted

prob

lem

s in

term

s of

out

puts

, eff

ects

on

othe

r w

ork

grou

ps, s

ervi

ce to

the

cust

omer

s, lo

ss o

f re

venu

e to

the

regi

on o

r to

the

Com

pany

, etc

.?

Wha

t par

ts o

f th

e co

urse

are

obs

olet

e?W

hat p

arts

of

the

cour

se a

re in

accu

rate

?W

hat p

arts

of

the

cour

se a

re m

issi

ng?

We

have

a n

ew ty

pe o

f st

uden

tW

hat a

re th

e ac

tual

dif

ficu

lties

in tr

aini

ngW

hat a

re th

e ac

tual

pro

blem

s in

term

s of

out

puts

?

3839

13

Dat

a C

olle

ctio

n in

Per

form

ance

/Fro

nt-E

nd A

naly

sis

To

answ

er th

is q

uest

ion

Use

thes

e so

urce

sA

nd th

ese

stra

tegi

es

Wha

t is

the

appa

rent

pro

blem

?C

lient

Wha

t are

the

char

acte

rist

ics

of th

e ta

rget

gro

up?

Perf

orm

er, S

uper

viso

r, T

rain

er, C

lient

Job

Des

crip

tion

Whe

n is

the

solu

tion

need

ed?

Wha

t tra

inin

g is

cur

rent

ly a

vaila

ble?

Doe

s th

e pe

rfor

man

ce p

robl

em r

eally

exi

st?

Wha

t are

the

idea

ls a

nd a

ctua

ls(a

ntic

ipat

ed o

r re

al)?

Wha

t are

the

maj

or c

ause

s of

the

prob

lem

?

0

Clie

nt

Tra

iner

, Tra

inin

g O

rgan

izat

ion

Perf

orm

er, S

uper

viso

r, R

elat

ed W

ork

Gro

ups,

Clie

nt, C

usto

mer

Out

put

Prod

uctiv

ity R

ecor

ds, O

ther

Raw

Dat

a (e

.g.,

loss

of

reve

nue)

Perf

orm

er, S

uper

viso

r, R

elat

ed W

ork

Gro

ups,

Clie

nt, O

ther

Exp

erts

Out

put/P

rodu

ctiv

ity R

ecor

ds

Perf

orm

er, S

uper

viso

r, R

elat

ed W

ork

Gro

ups,

Clie

nt

Inte

rvie

w

Inte

rvie

w,

Obs

erva

tion,

Dia

gnos

tic T

estin

g,C

onte

nt A

naly

sis

Inte

rvie

w

Inte

rvie

w,

Obs

erva

tion

Inte

rvie

w O

bser

vatio

nD

iagn

ostic

Tes

ting

Surv

ey,

Inte

rvie

w, S

urve

y,C

onte

nt A

naly

sis

IVer

view

,Obs

erva

tion

Dia

gnos

tic T

estin

g,Su

rvey

, Con

tent

Ana

lysi

s

41

14

Dat

a C

olle

ctio

n in

Per

form

ance

/Fro

nt-E

ndA

naly

sis

To

answ

er th

is s

ues

tion

Use

thes

e so

urce

sA

nd th

ese

stra

te ie

s

Wha

t are

the

alte

rnat

ive

solu

tions

?

Wha

t is

the

cost

of

not s

olvi

ng th

epr

oble

m?

Inst

ruct

iona

l Tec

hnol

ogis

t, O

ther

Exp

erts

Inte

rvie

w, S

urve

y

Clie

nt, S

uper

viso

rO

utpu

t/Pro

duct

ivity

Rec

ords

,R

aw D

ata

(e.g

., lo

ss o

f re

venu

e)

Inte

rvie

w, C

onte

nt A

naly

sis

Oth

er A

naly

sis

Wha

t are

the

cost

s of

dif

fere

nt s

olut

ions

?In

stru

ctio

nal T

echn

olog

ist,

Oth

erE

xper

tsIn

terv

iew

Wha

t is

the

optim

um s

olut

ion?

Inst

ruct

iona

l Tec

hnol

ogis

t, O

ther

Exp

erts

Inte

rvie

w

43

4215

Wha

t To

Do

if a

Tra

inin

g N

eed

is N

ot C

onfi

rmed

Dir

ectio

ns:

Thi

s pr

oced

ural

che

cklis

t exp

lain

s, in

a s

tep-

by-s

tep

fash

ion,

wha

t to

do w

hen

a re

ques

t for

the

deve

lopm

ent o

f tr

aini

ng is

not

conf

irm

ed b

y th

e da

ta y

ou c

olle

cted

. Fol

low

the

actio

n st

eps

to id

entif

y an

d ju

stif

y no

ntra

inin

g so

lutio

ns in

a c

onst

ruct

ive

fash

ion.

--:

1. R

epor

t the

pos

sibi

lity

of u

ncon

firm

ed tr

aini

ng to

you

r su

perv

isor

as

soon

as

you

are

reas

onab

ly s

ure.

Hav

e da

ta to

sup

port

your

pos

ition

. see

k th

eir

advi

se o

n w

hat t

o do

nex

t.

2. J

oint

ly d

eter

min

e if

mor

e da

ta is

nee

ded.

3. M

aint

ain

your

obj

ectiv

ity. B

e ca

refu

l not

to le

t you

r pr

elim

inar

y co

nclu

sion

s bi

as y

our

data

col

lect

ion

activ

ity.

4. A

naly

ze y

our

data

and

wri

te a

Per

form

ance

/Fro

nt-E

nd A

naly

sis

Rep

ort.

( se

e pg

12)

5. C

lear

ly a

naly

ze a

nd r

epor

t the

initi

ator

s re

ason

s fo

r th

e tr

aini

ng r

eque

st.(

see

pg 6

) L

ist a

ll or

igin

al p

robl

em in

dica

tors

.

6. S

tate

the

perf

orm

ance

def

icit

reve

aled

by

your

ana

lysi

s. I

ndic

ate

the

idea

l ver

ses

actu

al p

erfo

rman

ce. G

ive

rele

vant

dat

a.

7. S

tate

you

r hy

poth

esis

abo

ut th

e pr

imar

y ca

use

of th

e pe

rfor

man

ce d

efic

it. G

ive

rele

vant

dat

a.

8. L

ist a

ltern

ativ

e so

lutio

ns th

at m

ight

be

cons

ider

ed a

nd w

hy.

9. C

ompa

re th

e co

sts

of tr

aini

ng v

erse

s no

n-tr

aini

ng s

olut

ions

and

the

risk

s in

volv

ed in

eac

h.

10. D

eter

min

e th

e be

st m

etho

d of

pre

sent

ing

the

data

to y

our

cust

omer

.

4445

16

Form

ativ

e C

rite

ria

Perf

orm

ance

/Fro

nt-E

nd A

naly

sis

Eva

luat

ion

Que

stio

ns

Com

preh

ensi

ve p

lann

ing

Rea

listic

pla

nnin

g

Cle

ar d

efin

ition

of

the

prob

lem

Rel

evan

t def

icits

Com

preh

ensi

veso

lutio

ns

Doe

s th

e pl

an f

or th

e pe

rfor

man

cean

alys

is s

peci

fy th

e ra

tiona

le, t

heta

rget

gro

up, d

ata

requ

irem

ents

, and

step

-by-

step

act

iviti

es?

Doe

s th

e pl

an f

or p

erfo

rman

cean

alys

is ta

ke in

to c

onsi

dera

tion

the

natu

re a

nd th

e sc

ope

of th

e ap

pare

ntpr

oble

m a

nd th

e or

gani

zatio

nal,

pers

onne

l, tim

e, a

nd r

esou

rce

cons

trai

nts?

Is .t

he p

erfo

rman

ce p

robl

em c

lear

lyde

fine

d in

term

s of

rel

iabl

e an

d va

lidda

ta o

n th

e id

eal a

nd a

ctua

lou

tcom

es (

or p

erfo

rman

ces)

?

Are

all

defi

cits

that

con

trib

ute

to th

epe

rfor

man

ce p

robl

em c

lear

lyid

entif

ied

and

clas

sifi

ed?

Rat

ing

and

Com

men

tsL

OW

HIG

H1

23

45

Hav

e th

e da

ta b

een

revi

ewed

by

the

peop

le w

ho u

nder

stan

d th

e pr

oble

man

d ca

n re

com

men

d so

lutio

ns?

Hav

e al

l rea

sona

ble

solu

tions

bee

n in

vest

igat

ed?

.140

,1"g

t.:

Per

form

ance

Ana

lysi

sE

valu

atio

n

Rea

listic

Cos

tsA

ppro

pria

te R

ecom

men

datio

nsFo

llow

-Up

Feas

ibili

ty

PR

OF

ITS

Sst

'

Z;::

:Nre

at'k

:C."

`

1: iii

4849

Perf

orm

ance

/Fro

nt-E

nd A

naly

sis

Eva

luat

ion

Form

ativ

e C

rite

ria

Que

stio

nsR

atin

g an

d C

omm

ents

LO

WH

IGH

12

34

5

Rea

listic

cos

tsA

re a

ll th

e co

sts

and

risk

s of

alte

rnat

ive

solu

tions

(an

d of

igno

ring

the

perf

orm

ance

pro

blem

) id

entif

ied

and

accu

rate

ly e

stim

ated

?

App

ropr

iate

Is th

e fi

nal s

olut

ion

(or

set o

fre

com

men

datio

nsso

lutio

ns)

sele

cted

thro

ugh

asy

stem

atic

com

pari

son

of th

e co

sts

and

bene

fits

of

all v

iabl

e al

tern

ativ

eso

lutio

ns?

Follo

w-u

p fe

asib

ility

50

Do

suff

icie

nt r

esou

rces

exi

st to

wor

kon

the

solu

tion

to th

e pr

oble

m?

Doe

s th

e Pe

rfor

man

ce/F

ront

-End

Ana

lysi

sre

port

con

tain

suf

fici

ent i

nfor

mat

ion

on w

hich

a d

ecis

ion

for

proj

ect

cont

inua

tion

can

be m

ade?

51

18

Perf

orm

ance

/Fro

nt-E

nd A

naly

sis

Rep

ort

Purp

ose:

To

prep

are

a re

port

for

com

mun

icat

ing

the

find

ings

and

rec

omm

enda

tions

of

a Pe

rfor

man

ce/F

ront

-End

Ana

lysi

s to

you

rm

anag

emen

t or

clie

nt. T

he r

epor

t sho

uld

incl

ude

the

follo

win

g in

form

atio

n.

I. P

roje

ct I

nitia

tion

Who

mad

e th

e re

ques

t for

the

trai

ning

? C

omm

ent:

Wha

t Org

aniz

atio

n w

here

they

fro

m, l

ocat

ion?

Com

men

t:

Who

are

the

perf

orm

ers?

Com

men

t:

Wha

t are

the

job

title

s, jo

b de

scri

ptio

ns?

Com

men

t:

Wha

t was

the

reas

on g

iven

for

the

requ

est a

nd w

hat e

vide

nce

or d

ata

was

giv

en?

Com

men

t:

II. D

ata

Col

lect

ion

and

Ana

lysi

s

Wha

t wer

e th

e m

etho

ds a

nd in

stru

men

ts u

sed

to c

olle

ct th

e da

ta?

Com

men

t:

Doe

s th

e da

ta c

onfi

rm th

e pr

oble

m a

s re

port

ed to

you

? C

omm

ent:

Wha

t is

the

gap

in p

erfo

rman

ce d

esir

ed v

erse

s ac

tual

? C

omm

ent:

53

5219

Wha

t is

the

prim

ary

and

othe

r ca

uses

of

the

defi

cit?

Com

men

t:

III.

Con

clus

ions

Wha

t sol

utio

ns a

re f

easi

ble?

Com

men

t:

Wha

t is

the

cost

of

igno

ring

the

prob

lem

? C

omm

ent:

Wha

t is

the

cost

of

the

solu

tions

? C

omm

ent:

Wha

t is

the

optim

al s

olut

ion?

Com

men

t:

5 4

OY

h

5:FO

NM

AM

MW

OM

O*

agnI

AM

W;W

WW

W=

Sige

N

Tra

inin

gN

eed?

Wha

t wou

ld h

appe

n if

you

left

it a

lone

?

BE

ST C

OPY

AV

AIL

AB

LE

57

TR

AIN

ING

NE

ED

S A

NA

LY

SIS

In tr

aini

ng n

eeds

ana

lysi

s, th

e D

evel

oper

/Tea

cher

is s

till c

once

rned

with

the

adeq

uacy

of

the

data

colle

ctio

n pl

an, a

nd w

ith

the

valid

ity o

f th

e an

alys

is it

self

and

the

type

s of

ana

lytic

al to

ols

used

. Thi

s is

nec

essa

ry to

conc

lude

that

the

skill

& k

now

ledg

e

anal

ysis

and

cla

ssif

icat

ion

are

perf

orm

ed c

orre

ctly

. The

Dev

elop

er/T

each

er o

vers

ees

the

plan

ning

and

mak

es s

ure

the

reso

urce

s

requ

ired

and

dat

a ar

e av

aila

ble

to th

e te

am, h

e al

so c

oord

inat

es w

ith o

ther

gro

ups.

The

goa

l is

topr

oduc

e a

deta

iled

rele

vant

ski

ll

& k

now

ledg

e lis

t whi

ch m

akes

up

the

trai

ning

and

a p

relim

inar

y de

scri

ptio

n of

the

mos

tef

fect

ive

trai

ning

del

iver

y st

rate

gy o

r

reco

mm

enda

tion

for

othe

r so

lutio

ns. T

he D

evel

oper

/Tea

cher

aga

in is

in a

pos

ition

to r

evie

w th

e ou

tcom

esof

the

anal

ysis

for

com

plet

enes

s.

The

man

ager

mus

t ass

ure

the

follo

win

g qu

estio

ns h

ave

been

ade

quat

ely

answ

ered

reg

ardi

ng le

arne

ran

d ta

sk a

naly

sis.

PLA

N

Doe

s th

e pl

an ta

ke in

to c

onsi

dera

tion

the

natu

re a

nd s

cope

of

the

proj

ect t

he r

esou

rces

,re

quir

ed a

nd th

e co

nstr

aint

s if

any

?

DA

TA A

re th

e st

rate

gies

for

col

lect

ing

all r

elev

ant d

ata

on le

arne

rs a

nd s

kill/

know

ledg

ere

quir

emen

ts o

bjec

tivel

y co

llect

ed

thro

ugh

appr

opri

ate

stra

tegi

es i.

e. in

terv

iew

, obs

erva

tion

etc.

. Is

the

data

suf

fici

ent t

oco

mpl

ete

a de

taile

d ta

sk a

naly

sis?

Has

the

5b59

21

targ

et p

opul

atio

n be

en id

entif

ied

and

anal

yzed

? H

ave

ther

e en

try

leve

l ski

ll an

d kn

owle

dge

been

det

erm

ined

?

TA

SK

Doe

s th

e sk

ill &

kno

wle

dge

list a

ppea

r co

mpl

ete,

acc

urat

e an

d su

ffic

ient

ly d

etai

led?

Doe

s th

e an

alys

t ide

ntif

y pr

ereq

uisi

tes

and

wha

t nee

ds to

be

trai

ned

? D

oes

the

fina

l ski

ll &

kno

wle

dge

list i

dent

ify

only

thos

e to

be

trai

ned?

Whe

n th

ese

ques

tions

hav

e be

en s

atis

fact

orily

ans

wer

ed w

e ar

e re

ady

for

the

next

pha

se.

PRE

LIM

INA

RY

DE

LIV

ER

Y S

TR

AT

EG

Y

In a

ssur

ing

the

deve

lope

r is

on

the

righ

t tra

ck y

ou m

ust m

onito

r th

e fo

llow

ing:

I) U

sing

dat

a co

llect

ed f

rom

the

perf

orm

ance

, lea

rner

, and

task

ana

lysi

s co

nduc

ted

earl

ier

is a

dequ

ate

cons

ider

atio

n gi

ven

to

a. W

ho a

re th

e st

uden

ts?

b. H

ow w

ill th

e in

stru

ctio

n be

dev

elop

ed, d

eliv

ered

? do

es it

exi

st n

ow?

c. W

hat a

re th

e re

sour

ces

and

sign

ific

ant c

onst

rain

ts?

d. W

here

are

the

perf

orm

ers

and

whe

re w

ill p

rogr

am ta

ke p

lace

?

b()

6122

e. W

hen

is th

e v-

form

ance

req

uire

d? W

hen

the

prog

ram

will

be

read

y, h

ow lo

ng it

will

take

, the

num

ber

and

freq

uenc

y of

offe

ring

s?

2) I

dent

ifie

d al

tern

ate

solu

tions

, ana

lyze

d th

e sa

me

for

feas

ibili

ty c

osts

and

eff

ectiv

enes

s pa

rtic

ular

ly:

a. I

mpa

ct-

Lev

el 3

and

4 e

valu

atio

n th

e bo

ttom

line

est

imat

es o

n im

prov

ed jo

b pe

rfor

man

ce p

rodu

ctiv

ity, a

dapt

abili

ty, a

nd

mot

ivat

ion

b. O

utco

mes

- L

evel

2 e

valu

atio

n di

d th

e st

uden

ts le

arn

the

obje

ctiv

e an

d in

an

effe

ctiv

e an

d ef

fici

ent m

anne

r.

c. P

roce

ss-

Perf

orm

ance

dur

ing

the

prog

ram

bot

h of

the

lear

ner

and

med

ia s

elec

ted.

Lev

el I

eva

luat

ion

.

6263

23

Che

cklis

t of

Act

iviti

es d

urin

g T

rain

ing

Nee

ds A

naly

sis

PLA

NFo

r co

nduc

ting

lear

ner

anal

ysis

.Fo

r su

itabl

e da

ta c

olle

ctio

n st

rate

gies

for

lear

ner

anal

ysis

.Fo

r co

nduc

ting

task

ana

lysi

s.Fo

r su

itabl

e da

ta c

olle

ctio

n st

rate

gies

for

task

ana

lysi

s.T

o ob

tain

coo

pera

tion

from

oth

er g

roup

s in

dat

a co

llect

ion

for

trai

ning

nee

ds a

naly

sis.

Iden

tify

Iden

tify

skill

s an

d kn

owle

dge

requ

ired

to p

erfo

rm th

e jo

b or

task

.Id

entif

y po

tent

ial d

eliv

ery

stra

tegi

es.

Suita

ble

sour

ces

of in

form

atio

n fo

r ta

sk a

naly

sis.

Mas

ter

Perf

orm

er to

dem

onst

rate

var

ious

ski

lls r

equi

red

for

perf

orm

ing

the

job

or ta

sk.

Col

lect

Col

lect

and

ana

lyze

lear

ner

anal

ysis

dat

a an

d su

mm

ariz

e th

e re

sults

.C

olle

ct a

nd a

naly

ze ta

sk a

naly

sis

data

and

sum

mar

ize

the

resu

lts.

Ana

lysi

sC

ondu

ct a

cos

t-ef

fect

iven

ess

anal

ysis

of

pote

ntia

l del

iver

y st

rate

gies

.M

ake

a pr

elim

inar

y se

lect

ion

of th

e op

timum

del

iver

y st

rate

gy.

Mon

itor

& R

evie

wT

rain

ing

need

s an

alys

is a

ctiv

ities

and

pro

vide

fee

dbac

k.R

evie

w a

nd a

ppro

ve th

e ou

tcom

es o

f tr

aini

ng n

eeds

ana

lysi

s.R

evie

w f

inal

list

of

skill

s an

d kn

owle

dge

requ

ired

for

per

form

ing

the

job

or ta

sk.

65

6424

To

answ

er th

ese

ques

tions

Wha

t tas

ks c

onst

itute

the

job?

Wha

t is

the

stru

ctur

e of

the

task

?

Dat

a C

olle

ctio

n in

Tas

k A

naly

sis

Use

thes

e so

urce

s

Job

desc

ript

ions

Doc

umen

tatio

n on

prac

tices

Wha

t are

the

skill

s an

d kn

owle

dge

requ

ired

to p

erfo

rm th

e ta

sk?

Tec

hnic

al d

ocum

enta

tion

Wha

t pre

requ

isite

ski

lls a

re n

eede

d to

Tra

inin

g m

ater

ials

perf

orm

hig

her-

leve

l ski

lls?

How

will

dif

fere

nt le

vels

of

enab

ling

Tra

inin

g m

ater

ials

obje

ctiv

es h

elp

stud

ents

ach

ieve

the

Supe

rvis

ors

over

all o

bjec

tive?

And

thes

e st

rate

gies

Con

tent

ana

lysi

s

Obs

erva

tion

Inte

rvie

w

Wha

t are

the

diff

eren

t lev

els

of s

kills

Mas

ter

perf

orm

erO

bser

vatio

nan

d kn

owle

dge,

and

how

are

they

rela

ted

to e

ach

othe

r?

Wha

t pie

ces

of in

form

atio

n ar

e to

be

pres

ente

d to

the

stud

ents

and

in w

hat

orde

r?SM

Es

Wha

t are

the

step

s in

the

task

Job

desc

ript

ions

proc

edur

e?C

onte

nt a

naly

sis

Obs

erva

tion

67

6625

To

answ

er th

ese

ques

tions

Dat

a C

olle

ctio

n in

Tas

k A

naly

sis

Use

thes

e so

urce

sA

nd th

ese

stra

tegi

es

How

is th

is ta

sk p

erfo

rmed

?

Wha

t is

the

stru

ctur

e of

the

stan

dard

proc

edur

e?

Wha

t are

the

actio

n an

d de

cisi

on s

teps

in th

e pr

oced

ure?

Wha

t is

the

algo

rith

m f

or s

olvi

ng th

epr

oble

m?

Wha

t is

the

trig

geri

ng e

vent

?

Wha

t are

the

nece

ssar

y in

puts

?

Wha

t too

ls a

re r

equi

red?

Wha

t are

the

outp

uts?

Wha

t are

the

stan

dard

s fo

r ac

cept

able

perf

orm

ance

?

Wha

t is

the

freq

uenc

y of

the

subt

ask

inth

e w

orkp

lace

?

68

Doc

umen

tatio

n on

prac

tices

Tec

hnic

al d

ocum

enta

tion

Tra

inin

g m

ater

ials

Tec

hnic

al d

ocum

enta

tion

Man

ager

s, S

uper

viso

rs

Mas

ter

perf

orm

ers

Job

desc

ript

ions

Inte

rvie

wO

bser

vatio

n

Flow

char

ting

Flow

char

ting

Inte

rvie

w

Con

tent

ana

lysi

sO

bser

vatio

n

Doc

umen

tatio

n on

pra

ctic

esIn

terv

iew

Tec

hnic

al d

ocum

enta

tion

SME

's. M

aste

r Pe

rfor

mer

sIn

terv

iew

6926

To

answ

er th

ese

ques

tions

Dat

a C

olle

ctio

n in

Tas

k A

naly

sis

Use

thes

e so

urce

sA

nd th

ese

stra

tegi

es

How

muc

h tim

e is

nee

ded

to c

ompl

ete

Supe

rvis

ors,

Mas

ter

Perf

orm

ers

the

subt

ask?

How

dif

ficu

lt is

the

subt

ask

to p

erfo

rm?

How

dif

ficu

lt is

the

subt

ask

to le

arn?

Are

ther

e an

y da

nger

ous

cons

eque

nces

of in

corr

ect p

erfo

rman

ce?

SME

's, M

aste

r Pe

rfom

'ers

SME

's, M

aste

r Pe

rfor

mer

s

71

27

To

answ

er th

ese

ques

tions

Dat

a C

olle

ctio

n in

Lea

rner

Ana

lysi

s

Use

thes

e so

urce

sA

nd th

ese

stra

tegi

es

Wha

t are

the

jobs

(or

job

title

s)of

the

targ

et p

opul

atio

n?

Wha

t are

the

jobs

of

the

seco

ndar

ypo

pula

tions

?

How

man

y pe

ople

are

em

ploy

ed in

each

job?

Wha

t are

the

dem

ogra

phic

char

acte

rist

ics

of th

e st

uden

ts (

e.g.

,ag

e, s

ex, a

nd le

ngth

of

serv

ice)

?

How

muc

h su

ppor

t will

the

stud

ents

rece

ive

from

thei

r bo

sses

and

pee

rsfo

r at

tend

ing

this

trai

ning

?

Wha

t is

the

empl

oym

ent l

evel

of

the

stud

ent a

s re

late

d to

inst

ruct

or?

Wha

t rel

evan

t job

exp

erie

nces

do

the

stud

ents

hav

e?

Wha

t rel

evan

t tra

inin

g ha

ve th

ey h

ad?

Wha

t is

thei

r ge

nera

l edu

catio

nal

back

grou

nd"

Cor

pora

te c

ensu

s

Job

desc

ript

ion

Job

hist

ory

Gen

eral

per

sonn

elre

cord

s

Man

agem

ent

Supe

rvis

ors

Rep

rese

ntat

ive

stud

ents

Rep

rese

ntat

ive

stud

ents

Man

agem

ent

Supe

rvis

ors

Form

er in

stru

ctor

s

Rep

rese

ntat

ive

stud

ents

Con

tent

ana

lysi

s of

reco

rds

and

repo

rts

Inte

rvie

wSu

rvey

Con

tent

ana

lysi

s of

reco

rds

and

repo

rts

Inte

rvie

w

Surv

eyD

iagn

ostic

test

ing

7372

28

To

answ

er th

ese

ques

tions

Dat

a C

olle

ctio

n in

Lea

rner

Ana

lysi

s

Use

thes

e so

urce

sA

nd th

ese

stra

tegi

es

Wha

t ski

lls d

o th

ey a

lrea

dy h

ave?

Wha

t cur

rent

pra

ctic

es a

nd h

abits

have

to b

e el

imin

ated

?

Wha

t inf

orm

atio

n an

d kn

owle

dge

doth

ey h

ave

abou

t the

task

?

Wha

t mis

conc

eptio

ns a

re th

ey li

kely

toha

ve?

Perf

orm

ance

Ana

lysi

s R

epor

tO

bser

vatio

nD

iagn

ostic

test

ing

Job

desc

ript

ion

Tra

inin

g re

cord

s

Aca

dem

ic r

ecor

dsC

orpo

rate

test

s

Wha

t is

thei

r at

titud

e to

war

d th

etr

aini

ng to

pic?

Wha

t is

thei

r at

titud

e to

war

d th

ede

liver

y st

rate

gy?

Wha

t is

thei

r le

vel o

f la

ngua

ge?

Wha

t are

thei

r la

ngua

ge p

refe

renc

es?

Wha

t are

thei

r le

arni

ng s

kills

?

Wha

t typ

es o

f le

arni

ng a

ctiv

ities

do

they

pre

fer?

75

7429

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7 f;

77

Form

ativ

e C

rite

ria

Com

preh

ensi

ve p

lann

ing

Rea

listic

pla

nnin

g

Rel

evan

t dat

a

Dat

a co

llect

ion

Tra

inin

g N

eeds

Ana

lysi

s E

valu

atio

n

Que

stio

nsR

atin

g an

d C

omm

ents

Doe

s th

e pl

an id

entif

y ea

ch s

tep

inth

is p

hase

and

spe

cify

the

pers

onne

lan

d sc

hedu

le r

equi

rem

ents

?

Doe

s th

e pl

an ta

ke in

to c

onsi

dera

tion

the

natu

re a

nd th

e sc

ope

of th

epr

ojec

t, th

e re

sour

ces,

and

the

cons

trai

nts?

Are

all

rele

vant

dat

a on

lear

ner

char

acte

rist

ics

and

skill

/kno

wle

dge

requ

irem

ents

obj

ectiv

ely

colle

cted

thro

ugh

appr

opri

ate

stra

tegi

es?

Hav

e ap

prop

riat

e da

ta c

olle

ctio

nte

chni

ques

bee

n id

entif

ied?

Suff

icie

nt d

ata

Has

suf

fici

ent d

ata

been

col

lect

ed to

com

plet

e a

deta

iled

task

ana

lysi

s?

Lea

rner

ana

lysi

s da

ta

78

Has

the

targ

et p

opul

atio

n be

enid

entif

ied

and

has

enou

gh d

etai

lbe

en c

olle

cted

abo

ut th

eir

entr

y le

vel

skill

s an

d kn

owle

dge?

LO

WH

IGH

12

34

5

79

30

Form

ativ

e C

rite

ria

Tra

inin

g N

eeds

Ana

lysi

s E

valu

atio

n

Que

stio

ns

Skill

/kno

wle

dge

requ

irem

ents

Alte

rnat

ives

to tr

aini

ng

Skill

/kno

wle

dge

valid

ity

Rel

evan

t dat

a fo

rde

liver

y st

rate

gy

60

Is th

e sk

ill k

now

ledg

e lis

t com

plet

e,ac

cura

te, a

nd in

suf

fici

ent d

etai

l?

Has

eac

h sk

ill o

r kn

owle

dge

been

anal

yzed

for

alte

rnat

ives

to tr

aini

ng?

Rat

ing

and

Com

men

tsL

OW

HIG

H1

23

45

Has

eac

h sk

ill a

nd k

now

ledg

e id

entif

ied

as"e

ntry

leve

l" o

r "t

o be

trai

ned"

? D

oes

the

fina

lsk

ill/k

now

ledg

e lis

t inc

lude

onl

yth

ose

whi

ch a

re to

be

trai

ned?

Are

all

rele

vant

cos

t and

ben

efit

data

for

sele

ctin

g pr

elim

inar

y de

liver

y st

rate

gyob

ject

ivel

y co

llect

ed th

roug

h ap

prop

riat

e st

rate

gies

81

U

Tas

k D

etai

lsU

sers

:C

ours

e In

stru

ctor

, Tea

cher

, Dev

elop

er

Purp

ose:

To

iden

tify

and

reco

rd d

etai

ls o

f a

task

, a li

st o

f su

btas

ks. a

nd in

form

atio

n so

urce

s fo

r ea

ch s

ubta

sk.

Inpu

ts:

Dat

a fr

om ta

sk a

naly

sis

inte

rvie

ws,

con

tent

ana

lyse

s, a

nd o

bser

vatio

ns.

Dir

ectio

ns:

Thi

s w

orks

heet

con

sist

s of

two

faci

ng p

ages

.O

n th

e fi

rst p

age,

iden

tify

the

cour

se a

nd th

e ta

sk.

Wri

te a

list

of

subt

asks

. For

eac

h su

btas

k, b

rief

ly n

ote

your

sou

rce

of in

form

atio

n (i

nfor

man

t or

docu

men

t) f

or la

ter

veri

fica

tion

On

the

seco

nd p

age,

not

e th

e de

tails

of

the

task

in th

e ap

prop

riat

e lin

e. Y

ou d

o no

t hav

e to

com

plet

e al

l det

ails

.If

som

e im

port

ant t

ask

deta

il do

es n

ot f

it in

any

of

the

cate

gori

es in

this

pag

e, r

ecor

d it

unde

r "A

dditi

onal

Inf

orm

atio

n".

It is

hel

pful

to e

stab

lish

a nu

mbe

ring

sys

tem

for

task

s an

d su

btas

ks.

You

may

nee

d m

ore

than

one

pag

e to

list

all

asso

ciat

ed ta

sks.

Rel

ated

Wor

kshe

ets:

Skill

Kno

wle

dge

Req

uire

men

ts1

ise

the

task

det

ails

fro

m th

is w

orks

heet

to d

eriv

e a

com

plet

e se

t of

skill

/kno

wle

dge

requ

irem

ents

.

8382

32

(Pag

e 1)

Cou

rse:

Tas

k #:

Des

crip

tion:

Tas

k D

etai

ls

Subt

asks

Des

crip

tion

Sour

ces

of I

nfor

mat

ion

8

8 4

13

Tas

k D

etai

ls

Tri

gger

ing

even

t:

Inpu

t:

Too

ls a

nd e

quip

men

t:

Out

put:

Stan

dard

s:

ITtm

e re

quir

ed:

[Im

port

ance

:

Freq

uenc

y:

Perf

orm

ance

dif

ficu

lty:

1Lea

rnin

g di

ffic

ulty

:

War

ning

s: 687

34

How

To

Der

ive

Skill

Kno

wle

dge

Req

uire

men

ts

].M

ake

a lis

t of

skill

s an

d kn

owle

dge

for

perf

orm

ing

the

job

or th

e ta

sks

base

d on

you

r ta

sk a

naly

sis.

2. T

he s

ame

skill

may

be

invo

lved

in m

ore

than

one

task

. Rem

ove

dupl

icat

e st

atem

ents

of

such

gen

eral

ski

lls.

3. K

eep

the

stat

emen

ts o

f sk

ills

and

know

ledg

e at

the

sam

e le

vel o

f sp

ecif

icity

. Don

't m

ake

som

e ve

ry g

ener

al a

nd o

ther

s ve

ry

spec

ific

.

4. A

sk th

e In

stru

ctio

nal T

echn

olog

ist a

nd a

n SM

E to

rev

iew

you

r lis

t of

skill

s an

d kn

owle

dge

and

mak

e su

itabl

e re

visi

ons.

5. T

rans

fer

your

list

to th

e Sk

ills/

Kno

wle

dge

Req

uire

men

ts W

orks

heet

13)

.

6. C

ross

-ref

eren

ce s

kills

and

kno

wle

dge

Item

s to

ass

ocia

ted

task

s an

d su

btas

ks.

7. U

sing

dat

a fr

om y

our

lear

ner

anal

ysis

, che

ck o

ff th

ose

skill

s an

d kn

owle

dge

your

targ

et s

tude

nts

alre

ady

poss

ess.

8. R

evie

w th

e re

mai

ning

ski

lls a

nd k

now

] dg

e an

d ch

eck

off

thos

e w

hich

can

be

prov

ided

thro

ugh

docu

men

tatio

n or

job

aids

.

Her

e ar

e th

e fa

ctor

s w

hich

sug

gest

doc

umen

tatio

n or

job

aids

:

9 R

evie

w th

e do

cum

enta

tion

on jo

b ai

d ite

ms

to s

ee if

any

of

them

req

uire

add

ition

al tr

aini

ng to

sup

port

thei

r us

e. C

heck

trai

ning

for

thes

e ite

ms

(in

addi

tion

to d

ocum

enta

tion/

job

aids

).

Tas

ks w

hich

do

not h

ave

to b

e pe

rfor

med

rap

idly

Tas

ks w

ith m

ajor

neg

ativ

e co

nseq

uenc

es f

or in

corr

ect p

erfo

rman

ce

88

8815

Seve

ral u

nrel

ated

pie

ces

of in

form

atio

n w

hich

nee

d no

t be

mem

oriz

ed

Tas

ks w

hich

will

cha

nge

in th

e ne

ar f

utur

e

Len

gthy

task

s w

ith s

ever

al s

teps

10. C

heck

the

rem

aini

ng J

obs

for

trai

ning

.

11. A

sk th

e In

stru

ctio

nal T

echn

olog

ist a

nd a

n :W

E to

rev

iew

you

r w

orks

heet

and

mak

e su

itabl

e re

visi

ons.

'00

9136

Skill

/Kno

wle

dze

Req

uire

men

ts

Skill

/Kno

wle

dge

Tas

k/Su

btas

kD

escr

iptio

nE

ntry

Doc

/JA

Tra

in

9 2

9317

Shor

tcut

s

Tra

inin

g N

eeds

Ana

lysi

s

1.L

imit

data

col

lect

ion

activ

ities

: Use

sm

alle

r da

ta b

ase

and

SME

s. R

ely

entir

ely

on f

aste

r da

ta c

olle

ctio

n ac

tiviti

es, e

.g.,

cont

ent

anal

ysis

.

2.In

form

ally

lim

it th

e sc

ope

of th

e pr

ojec

t, by

elim

inat

ing

less

cri

tical

are

asof

the

job

from

the

task

ana

lysi

s, e

.g.,

task

s do

ne le

ssfr

eque

ntly

, tas

ks f

ewer

peo

ple

have

trou

ble

with

, and

task

s w

hich

cau

se n

ore

al p

robl

em if

don

e in

corr

ectly

.

3.D

o no

t per

form

dia

gnos

tic te

stin

g as

a p

art o

f le

arne

ran

alys

is.

4.Ig

nore

sec

onda

ry p

opul

atio

ns

9438

INST

RU

CT

ION

AL

DE

SIG

N

The

ana

lysi

s w

e ju

st c

ompl

eted

can

be

used

as

a bl

uepr

int t

o cr

eate

Tra

inin

g. I

n T

rain

ing

need

s an

alys

is w

e ar

e st

ill

conc

erne

d w

ith d

ata

colle

ctio

n an

d an

alys

is. A

lthou

gh it

is te

mpt

ing

to s

tart

dev

elop

ing

mat

eria

ls y

ou p

ay f

or it

in th

e lo

ng r

un b

y

incl

udin

g ir

rele

vant

con

tent

and

exc

essi

ve r

evis

ions

that

pro

per

inst

ruct

iona

l des

ign

wor

k w

ould

rav

e el

imin

ated

.

The

maj

or o

utco

mes

of

this

piv

otal

pha

se in

clud

e : d

eter

min

ing

inst

ruct

iona

l obj

ectiv

es, d

evel

opin

g te

sts

for

the

obje

ctiv

es,

conf

irm

ing

over

all d

eliv

ery

stra

tegy

and

dev

elop

ing

desi

gn s

peci

fica

tions

to b

e us

ed in

the

next

pha

se m

ater

ial d

evel

opm

ent.

The

man

ager

pla

ys a

key

rol

e in

all

com

pone

nts

but p

erha

ps th

e m

ost c

ritic

al is

in th

e de

term

inat

ion

of in

stru

ctio

nal o

bjec

tives

and

inte

ract

ion

with

the

clie

nt is

impe

rativ

e in

ord

er to

ass

ure

that

: 1)

The

obj

ectiv

es a

re a

ppro

pria

te to

mee

t the

clie

nts

need

. 2)

The

prog

ram

is d

esig

ned

to m

eet t

he o

bjec

tive.

Tra

inin

g th

at is

not

ful

ly c

olla

bora

tive

is li

kely

to b

e st

erile

, and

inef

fect

ive.

Bef

ore

the

Des

igne

r/T

each

er g

ives

app

rova

l the

obj

ectiv

e st

atem

ent s

houl

d be

com

plet

ed to

his

sat

isfa

ctio

n. T

he o

bjec

tive

Stat

emen

t sho

uld

incl

ude:

1. T

he n

ame

of th

e re

spon

sibl

e cl

ient

and

his

fun

ctio

n. 2

. The

pre

sent

situ

atio

n an

d ne

ed f

or tr

aini

ng a

ctio

n 3.

The

trai

ning

obj

ectiv

es. 4

. The

trai

ning

act

ions

pro

pose

d w

ith d

ates

5. T

he e

stim

ated

cos

ts a

nd b

enef

its. 6

. The

trai

ning

res

ourc

es

requ

ired

.

The

Des

igne

r/T

each

er u

tiliz

es th

e st

atem

ent i

n th

e fo

llow

ing:

1. G

rant

app

rova

l of

the

actio

ns to

be

take

n by

his

trai

ning

pers

onne

l. 2.

Gai

n co

nfid

ence

that

it c

ontr

ibut

es to

rea

l cor

pora

te o

bjec

tives

. 3. C

onfi

denc

e th

at li

ne m

anag

emen

t are

in a

pos

ition

to im

plem

ent w

hat i

s go

ing

to b

e tr

aine

d. 4

. A b

asis

for

con

trol

and

ass

istin

g hi

s st

aff

duri

ng th

e pr

ojec

t. M

anag

emen

t can

not

mon

itor

proj

ects

with

out r

elev

ant p

oint

s of

ref

eren

ce a

nd a

dequ

ate

data

. The

obj

ectiv

e st

atem

ents

pro

vide

s bo

th.

97

9639

DE

TE

RM

INE

IN

STR

UC

TIO

NA

L O

BJE

CT

IVE

S

Idea

l obj

ectiv

es w

ill s

peci

fy w

hat t

he le

arne

r w

ill b

e ab

le to

do

at th

e en

d (t

erm

inal

)th

at h

e w

as n

ot a

ble

to a

t the

beg

inni

ng

of th

e pr

ogra

m. T

est o

r te

st it

ems

(ena

blin

g) w

ill s

how

that

he

can

do it

. The

refo

re in

mon

itori

ng o

bjec

tives

the

man

ager

mus

t

insu

re th

at I

ndiv

idua

l Obj

ectiv

es in

clud

e: 1

. Beh

avio

r- T

he o

bjec

tive

clea

rly

iden

tify

obse

rvab

le, m

easu

rabl

e, r

epea

tabl

e be

havi

or

whi

ch th

e st

uden

t can

dem

onst

rate

.

2. S

peci

fies

the

cond

ition

s un

der

whi

ch it

the

perf

orm

ance

is to

take

pla

ce.

3. S

ets

the

stan

dard

of

perf

orm

ance

in te

rms

of ti

me

or e

rror

lim

its in

whi

ch m

inim

al a

ccep

tabl

e pe

rfor

man

ce ta

kes

plac

e or

how

we

will

det

erm

ine

whe

n m

aste

ry is

ach

ieve

d. H

e m

ust a

lso

look

at a

ll ob

ject

ives

for

:

1. R

elev

ance

- A

re th

e en

ablin

g ob

ject

ives

rel

evan

t to

achi

evem

ent o

f th

e te

rmin

al o

bjec

tive

and

Are

the

term

inal

obj

ectiv

es

rele

vant

to a

chie

vem

ent o

f th

e de

sire

d pe

rfor

man

ce?

2. S

uffi

cien

t- D

o th

e en

ablin

g ob

ject

ives

spe

cify

all

the

requ

irem

ents

whi

ch s

um to

the

perf

orm

ance

req

uire

d in

the

term

inal

obje

ctiv

es?

3. A

ppro

pria

te-

Is th

e la

ngua

ge s

cope

and

dif

ficu

lty o

f th

e se

t of

obje

ctiv

es s

uita

ble

to th

e ta

rget

aud

ienc

e?

TE

STS

AN

D T

EST

SPE

CIF

ICA

TIO

NS

Tes

t spe

cifi

catio

ns n

eed

to b

e ap

prov

ed b

y th

e D

esig

ner/

Tea

cher

. The

y sh

ould

incl

ude:

the

skill

s/kn

owle

dge

cove

red

,

inst

ruct

iona

l obj

ectiv

es, i

nstr

uctio

nal c

onte

nt c

over

ed b

y th

e te

st, a

s w

ell a

s, th

e ty

pe o

f te

st it

em a

nd te

st. I

n de

term

inin

g th

ese

the

next

two

char

ts s

houl

d be

use

d.

99

98

40

SEL

EC

TIO

N O

F IN

STR

UC

TIO

NA

L M

ED

IA A

ND

ME

TH

OD

S

In s

elec

tion

of m

edia

the

firs

t thi

ng th

e de

sign

ers

shou

ld h

ave

cons

ider

ed a

re,

attr

ibut

es r

equi

red

by th

e ob

ject

ives

and

thei

r do

mai

n of

lear

ning

: au

dito

ry, v

isua

l or

kine

sthe

tic a

nd th

at r

equi

red

by th

e le

arne

rs e

.g. r

eadi

ng le

vel,

cogn

itive

abi

lity.

Con

side

ratio

n th

en m

ust b

e gi

ven

to c

osts

and

ava

ilabi

lity

of th

e pr

efer

red

med

ia. F

or th

is r

easo

n, it

is b

est t

o ha

ve d

esig

ners

subm

it a

list o

f th

e re

quir

ed a

ttrib

utes

alo

ng w

ith a

alte

rnat

e m

etho

d if

one

exi

sts.

If d

eliv

ery

is to

be

grou

ped

pace

d an

d in

stru

ctor

s ar

e av

aila

ble

then

the

man

ager

s fi

rst c

hoic

e is

usu

ally

lect

ure

and

disc

ussi

on a

s th

is is

eas

iest

on

his

staf

f an

d ca

n be

eff

ectiv

e if

lear

ners

are

hig

hly

mot

ivat

ed a

nd e

xper

ienc

ed a

t tur

ning

kno

wle

dge

into

app

licat

ion.

Mor

e im

port

antly

thou

gh f

or m

ost t

rain

ing

is a

ssur

ance

of

tran

sfer

of

lear

ning

. Alth

ough

this

is m

ore

diff

icul

t for

the

inst

ruct

or (

faci

litat

ion

skill

is n

eces

sary

) be

havi

oral

bas

ed in

stru

ctio

n is

mor

e ef

fect

ive

with

mos

t lea

rner

s. T

he c

lose

r to

rea

l

life

prac

tice

the

case

stu

dy o

r si

mul

atio

n gi

ven

an e

ffec

tive

sum

mar

y is

pra

ctic

ed th

e gr

eate

r th

e ch

ance

for

tran

sfer

. If

ther

e is

oppo

rtun

ity f

or le

arne

r co

ntro

lled

inst

ruct

ion

then

var

ious

pro

gram

med

inst

ruct

ion

tech

niqu

es s

houl

d be

con

side

red:

sel

f-pa

ced

CB

T, i

nter

activ

e-vi

deo,

aud

io a

nd/o

r vi

deo.

Whi

chev

er c

hoic

es a

re m

ade

depe

ndin

g on

whi

ch c

hara

cter

istic

s fi

t the

situ

atio

n, m

anag

ers

mus

t sig

n of

f on

all

cont

ent o

f

maj

or le

arni

ng a

ctiv

ities

for

the

even

ts o

f le

arni

ng: m

otiv

atio

n, o

rien

tatio

n, p

erqu

isite

s, p

rese

ntat

ion,

lear

ning

gui

danc

e, p

ract

ice,

feed

back

, ass

essm

ent,

rete

ntio

n an

d tr

ansf

er r

egar

dles

s of

med

ia o

r m

etho

d.

1 01

10

41

Bef

ore

proc

eedi

ng to

mat

eria

l dev

elop

men

t the

man

ager

mus

t be

satis

fied

that

: the

med

ia s

elec

ted

are

appr

opri

ate

for

the

obje

ctiv

es, t

he le

arne

r, th

e de

sign

and

the

deliv

ery

fact

ors.

Tha

t the

lear

ning

act

iviti

es a

re b

ased

on

the

even

ts o

f in

stru

ctio

n an

d

are

cons

iste

nt w

ith th

e ob

ject

ives

.

103

102

42

Che

cklis

t of

Act

iviti

es D

urin

g In

stru

ctio

nal D

esig

n

PLA

N Inst

ruct

iona

l obj

ectiv

es f

or th

e co

urse

.,

Li

Cou

rse

stru

ctur

e.D

esig

n sp

ecif

icat

ions

for

the

cour

se.

Spec

ific

pre

sent

atio

n te

chni

ques

for

eac

h in

stru

ctio

nal o

bjec

tive.

Spec

ify

lear

ning

act

iviti

es f

or e

ach

inst

ruct

iona

l obj

ectiv

e.

Con

firm

The

cho

ice

of th

e de

liver

y st

rate

gy.

Dev

elop

II

Cri

teri

on te

st.

Coo

rdin

ate

Ong

oing

eva

luat

ion

of v

ario

us p

rodu

cts

duri

ng th

is p

hase

.

105

104

43

Dev

elo

inIn

stru

ctio

nal O

bjec

tives

Purp

ose:

To

spec

ify

inst

ruct

iona

l obj

ectiv

es f

or a

cou

rse

and

to r

evie

w th

em.

Inpu

t:Sk

ill/k

now

ledg

e re

quir

emen

ts a

nd ta

sk d

etai

ls f

rom

trai

ning

nee

ds a

naly

sis.

Dir

ectio

ns:

1.Fi

ll ou

t a w

orks

heet

for

eac

h si

gnif

ican

t ski

ll or

kno

wle

dge

iden

tifie

d du

ring

gai

ning

nee

ds a

naly

sis

whi

ch is

cla

ssif

ied

unde

rtr

aini

ng.

2.Y

ou d

o no

t hav

e to

fill

in e

very

box

in th

is w

orks

heet

. Do

not c

lutte

r it

up w

ith o

bvio

us, u

nnec

essa

ry, o

r tr

ivia

l inf

orm

atio

n.3.

Prov

ide

info

rmat

ion

in th

e be

havi

or b

ox to

cle

arly

indi

cate

wha

t is

bein

g do

ne.

4.L

ist o

nly

criti

cal c

ondi

tions

. It i

s un

likel

y th

at a

ny o

bjec

tive

will

req

uire

con

ditio

n st

atem

ents

in a

ll fo

ur b

oxes

.5.

Lis

t onl

y cr

itica

l cri

teri

a.6.

Use

the

com

plet

ed w

orks

heet

to w

rite

you

r st

atem

ent o

f th

e in

stru

ctio

nal o

bjec

tive.

For

inte

rnal

use

, you

may

util

ize

the

wor

kshe

et to

com

mun

icat

e w

ith th

e ot

her

mem

bers

of

your

team

.

Rel

ated

Job

Aid

s:

1.E

ditin

g In

stru

ctio

nal O

bjec

tives

Use

this

che

cklis

t to

edit

and

revi

se y

our

stat

emen

t of

the

inst

ruct

iona

l obj

ectiv

e.2.

Tes

t Spe

cifi

catio

ns W

orks

heet

Use

the

obje

ctiv

e to

sel

ect t

he a

ppro

pria

te te

st f

orm

at.

107

106

44

y fi

t:

Inst

ruct

iona

l Obj

ectiv

es

Indi

vidu

al I

nstr

uctio

nal O

bjec

tives

Beh

avio

rC

ondi

tions

Cri

teri

a

TiP

..4

108

Set o

f In

stru

ctio

nal O

bjec

tives

Rel

evan

ce

+Su

ffic

ienc

y*A

ppro

pria

tene

ss

109

Edi

ting

Inst

ruct

iona

l Ob'

ectiv

es

Indi

vidu

al I

nstr

uctio

nal O

bjec

tives

I. B

ehav

ior.

Doe

s th

e ob

ject

ive

clea

rly

iden

tify

an o

bser

vabl

e. m

easu

rabl

e, r

epea

tabl

e be

havi

or w

hich

the

perf

orm

er w

illbe

abl

e to

dem

onst

rate

?

2. C

ondi

tions

. Doe

s th

e ob

ject

ive

spec

ify

the

impo

rtan

t cir

cum

stan

ces

in w

hich

the

perf

orm

ance

is to

take

plac

e, in

clud

ing

the

phys

ical

env

iron

men

t, eq

uipm

ent a

nd to

ols,

ref

eren

ces

and

job

aids

, and

inpu

ts f

rom

oth

ers

whi

ch a

re r

equi

red,

perm

itted

, or

deni

ed

to th

e pe

rfor

mer

?

3. C

rite

ria.

Doe

s th

e ob

ject

ive

set t

he s

tand

ard

for

the

min

imum

acc

epta

ble

perf

orm

ance

in te

rms

of s

uch

fact

ors

as ti

me

limit,

err

or

limit,

pro

duct

fea

ture

s, a

nd p

roce

dura

l req

uire

men

ts?

Set o

f In

stru

ctio

nal O

bjec

tives

4. R

elev

ance

. Are

all

the

enab

ling

obje

ctiv

es r

elev

ant t

o th

e ac

hiev

emen

: of

the

term

inal

obj

ectiv

e? A

re th

ete

rmin

al o

bjec

tives

rele

vant

to th

e ac

hiev

emen

t of

a co

rpor

ate

goal

?

5. S

uffi

cien

cy. D

o th

e en

ablin

g ob

ject

less

spe

cify

all

the

requ

ired

beh

avio

rs w

hich

add

up

to th

e pe

rfor

man

cere

quir

ed in

the

term

inal

obj

ectiv

e?

6. A

ppro

pria

tene

ss. A

re th

e la

ngua

ge, n

umbe

r an

d th

e le

vel o

f de

tail

of th

e se

t of

obje

ctiv

es s

uita

ble

for

the

inte

nded

aud

ienc

e an

d

Purp

ose?

145

Obj

ectiv

e T

ests

Gen

eral

1. I

s th

ere

a pl

ace

for

the

stud

ent's

nam

e an

d da

te?

2. I

s th

e co

urse

nam

e/nu

mbe

r an

d te

st n

ame

indi

cate

d?

3. A

re th

e pa

ges/

ques

tions

num

bere

d co

rrec

tly?

4. I

s th

e te

st a

ssem

bled

cor

rect

ly (

page

s in

ord

er)?

5. A

re th

ere

dire

ctio

ns o

n ho

w to

take

the

test

/sec

tions

of

the

test

?

6. H

as c

orre

ct g

ram

mar

bee

n us

ed in

all

test

item

s?

7. H

ave

vagu

e/am

bigu

ous

term

s be

en a

void

ed?

8. D

oes

each

test

item

con

tain

onl

y on

e id

ea?

9. I

s th

ere

only

one

cor

rect

ans

wer

for

eac

h te

st it

em?

10. I

s th

e te

st w

ritte

n at

the

trai

:iee'

s le

vel o

f co

mpr

ehen

sion

?

11. D

oes

the

corr

ect a

nsw

er to

one

que

stio

n gi

ve a

hin

t/cue

to th

e co

rrec

t ans

wer

of

anot

her?

12. A

re th

ere

dupl

icat

e qu

estio

ns?

13. A

re a

ll pa

rts

of th

e qu

estio

n on

the

sam

e pa

ge?

14. I

s a

mea

ns p

rovi

ded

to r

ecor

d th

e an

swer

to e

ach

item

(a

blan

k, a

n an

swer

she

et, e

tc.)

?

15. D

o th

e di

rect

ions

cle

arly

indi

cate

wha

t the

trai

nee

is to

do

with

the

diag

ram

/cha

rt?

16. I

f la

belin

g is

req

uire

d, a

re th

ere

spac

es p

rovi

ded?

113

112

46

Shor

t Ans

wer

/Fill

-In

Tes

t Ite

ms

1. I

s th

e ite

m c

onst

ruct

ed s

o th

at o

nly

one

brie

fly

wri

tten

answ

er is

pos

sibl

e?

2. F

or in

com

plet

e se

nten

ce it

ems,

doe

s en

ough

of

the

stat

emen

t rem

ain

to c

onve

y th

e in

tent

to th

e tr

aine

e?

3. D

oes

the

mai

n id

ea o

f th

e in

com

plet

e se

nten

ce p

rece

de th

e bl

ank

(bla

nk a

t/nea

r en

d of

sen

tenc

e)?

4. H

as o

nly

a si

gnif

ican

t wor

d/te

rm/s

ymbo

l bee

n om

itted

?

5. F

or n

umer

ical

ans

wer

s, h

as th

e de

gree

of

prec

isio

n re

quir

ed b

een

incl

uded

in th

e st

em?

6. H

ave

nega

tive

or d

oubl

e ne

gativ

e st

ems

been

avo

ided

?

7. H

as a

list

of

acce

ptab

le r

espo

nses

(va

riat

ions

of

answ

er th

at a

re c

onsi

dere

d co

rrec

t) b

een

incl

uded

in th

e an

swer

cod

e?

8. A

re th

ere

any

typo

grap

hica

l err

ors/

mis

spel

lings

?

Mul

tiple

-Cho

ice

Tes

t Ite

ms

1. H

ave

nega

tive

and

doub

le n

egat

ive

stem

s be

en a

void

ed?

2. H

ave

gram

mat

ical

clu

es b

een

avoi

ded?

3. I

s as

muc

h of

the

wor

ding

as

poss

ible

in th

e st

em r

athe

r th

an e

ach

dist

ract

er?

4. A

re a

ll di

stra

cter

s of

an

item

app

roxi

mat

ely

the

sam

e le

ngth

?

5. A

re a

ll di

stra

cter

s of

an

item

pla

usib

le?

6. A

re e

noug

h di

stra

cter

s pr

esen

t in

each

item

to r

educ

e gu

essi

ng?

7. A

re d

istr

acte

rs a

rran

ged

in a

n or

derl

y m

anne

r (a

lpha

num

eric

, chr

onol

ogic

al)?

8. H

ave

dist

ract

ers

such

as

"all

of th

e ab

ove,

non

e of

the

abov

e, A

and

B, e

tc."

bee

n el

imin

ated

?

9. H

ave

vagu

e w

ords

(m

ay, s

houl

d, c

ould

, mig

ht, u

sual

ly, n

orm

ally

, etc

.) b

een

avoi

ded?

10. A

re a

ll pa

rts

of th

e qu

estio

n/an

swer

on

the

sam

e pa

ge?

11

.A

re th

ere

typo

grap

hica

l err

ors/

mis

spel

lings

?

115

114

47

How

to S

elec

t the

Opt

imum

Del

iver

y St

rate

gy

1. D

efin

e th

e co

ntex

t in

whi

ch th

e co

urse

dev

elop

men

t pro

ject

is to

take

pla

ce. U

se d

ata

from

the

perf

orm

ance

, lea

rner

, and

task

anal

yses

con

duct

ed e

arlie

r to

ans

wer

thes

e qu

estio

ns:

Wha

t is

the

perf

orm

ance

pro

blem

for

whi

ch th

e co

urse

is to

pro

vide

a s

olut

ion?

Who

? W

ho a

re th

e ta

rget

per

form

ers/

stud

ents

for

the

prop

osed

cou

rse?

Who

will

dev

elop

the

cour

se?

Who

will

del

iver

the

cour

se?

Who

will

man

age

thes

e ac

tiviti

es?

Whe

re?

Whe

re a

re th

e ta

rget

per

form

ers

loca

ted?

Whe

re w

ill th

e co

urse

be

deliv

ered

?W

hen?

Whe

n is

the

impr

oved

per

form

ance

req

uire

d? W

hen

shou

ld th

e co

urse

be

on li

ne?

How

long

sho

uld

it la

st?

How

man

y tim

esw

ill it

be

offe

red?

How

fre

quen

tly w

ill it

be

offe

red?

Wha

t? W

hat a

re th

e re

sour

ces

and

cons

trai

nts

on th

e de

sign

, pro

duct

ion,

and

del

iver

y of

the

cour

se?

2. I

dent

ify

alte

rnat

ive

deliv

ery

stra

tegi

es. C

onsi

der

thes

e al

tern

ativ

es a

nd a

dd a

ny o

ther

s: S

ME

-led

trai

ning

; tel

etra

inin

g; m

ater

ials

-ba

sed,

inst

ruct

or-l

ed tr

aini

ng; s

elf-

pace

d pr

int;

self

-pac

ed n

onpr

int;

com

pute

r-ba

sed

trai

ning

; and

inte

ract

ive

vide

o.

3. S

elec

t fea

sibl

e al

tern

ativ

es. U

se th

e pr

evio

us d

ecis

ion

tabl

e an

d el

imin

ate

thos

e st

rate

gies

whi

ch a

re in

appr

opri

ate

for

the

prop

osed

cou

rse

4. E

stim

ate

effe

ctiv

enes

s of

eac

h al

tern

ativ

e de

liver

y st

rate

gy. U

se b

est a

vaila

ble

expe

rt e

stim

ates

of

the

effe

ctiv

enes

s. B

eco

nser

vativ

e ab

out t

he e

ffec

tiven

ess

of a

ny s

trat

egy

whi

ch y

ou p

refe

r. H

ere

are

som

e in

dica

tors

of

effe

ctiv

enes

s fo

r yo

u to

cons

ider

. You

may

wan

t to

add

othe

rs:

Impa

ct. E

cono

mic

impa

ct o

n th

e bo

ttom

line

of

the

orga

niza

tion.

Inc

reas

ed p

rodu

ctiv

ity. I

mpr

oved

job

perf

orm

ance

. Im

prov

ed jo

bsa

tisfa

ctio

n.O

utco

mes

. App

licat

ion

test

res

ults

. End

-of-

cour

se te

st r

esul

ts. U

nit t

est r

esul

ts.

Proc

ess.

Stu

dent

per

form

ance

dur

ing

cour

se. S

tude

nt s

atis

fact

ion.

Ins

truc

tor

perf

orm

ance

. Ins

truc

tor

satis

fact

ion.

5. E

stim

ate

cost

s of

eac

h al

tern

ativ

e de

liver

y st

rate

gy. U

se th

e be

st a

vaila

ble

estim

ates

for

the

base

cos

ts. U

se th

e ne

xt w

orks

heet

for

com

putin

g to

tal c

ost f

igur

es.

117

11E

;48

6. C

ompa

re th

e al

tern

ativ

e de

liver

y st

rate

gies

on

cost

s an

d ef

fect

iven

ess.

Se

lee-

, the

del

iver

y st

rate

gy w

hich

can

pro

vide

mos

tef

fect

iven

ess

at le

ast c

ost

119

118

49

How

To

Sele

ct th

e O

ptim

um D

eliv

ery

Stra

tegy

Use

rs.

Tea

cher

s/In

stru

ctor

s

Purp

ose:

To

sele

ct th

e op

timum

str

ateg

y to

del

iver

a p

ropo

sed

cour

se.

Inpu

ts:

Lea

rner

and

task

ana

lysi

s da

ta.

Skill

/kno

wle

dge

requ

irem

ents

wor

kshe

ets.

Info

rmat

ion

on f

easi

ble

deliv

ery

stra

tegi

es.

Dir

ectio

ns:

Use

this

che

cklis

t in

conj

unct

ion

with

the

prec

edin

g de

cisi

on ta

ble

and

the

follo

win

g m

atri

xR

ead

thro

ugh

the

chec

klis

t to

beco

me

fam

iliar

with

the

proc

edur

e.M

odif

y th

e ch

eckl

ist t

o su

it yo

ur lo

cal n

eeds

.R

efer

to th

e ch

eckl

ist a

s yo

u w

ork

thro

ugh

the

proc

edur

e. C

heck

off

eac

h st

ep a

s yo

u co

mpl

ete

it.

Rel

ated

Job

Aid

s:T

rain

ing

Del

iver

y St

rate

gies

121

50

USE

this

del

iver

y st

rate

gySM

E-L

ED

TR

AIN

ING

TE

LE

TR

AIN

ING

Tra

inin

g D

eliv

ery

Stra

tegi

es

IF th

ese

cond

ition

s ar

e pr

esen

tSe

vera

l SM

Es

are

avai

labl

e.O

nly

a lim

ited

num

ber

of s

tude

nts

need

to b

e tr

aine

d.T

rain

ing

is n

eede

d ur

gent

ly.

Bud

get i

s lim

ited.

Stud

ents

are

loca

ted

at th

e tr

aini

ng s

ite.

Com

pete

nt in

stru

ctio

nal d

esig

ners

are

not

ava

ilabl

e.C

ours

e co

nten

t i. l

ikel

y to

cha

nge

in th

e ne

ar f

utur

e.R

equi

res

appr

oxim

atel

y 20

- 4

0 ho

urs

of d

evel

opm

ent f

or o

neho

ur o

f de

liver

y.

Seve

ral s

tude

nts

need

to b

e tr

aine

d.St

uden

ts a

re lo

cate

d in

dif

fere

nt r

emot

e ar

eas.

Onl

y a

few

SM

Es

are

avai

labl

e.H

ardw

are

and

tech

nica

l per

sonn

el a

re a

vaila

ble.

Loc

al lo

gist

ic a

nd in

stru

ctio

nal s

uppo

rt a

re a

vaila

ble.

Cou

rse

cont

ent i

s lik

ely

to c

hang

e in

the

near

fut

ure.

Req

uire

s ap

prox

imat

ely

20 -

80

hour

s of

dev

elop

men

t for

one

hour

of

deliv

ery.

MA

TE

RIA

LS-

BA

SED

,C

onte

nt is

not

like

ly to

cha

nge

in th

e ne

ar f

utur

e.IN

STR

UC

TO

R-L

ED

In.tr

ucto

rs c

an b

e re

crui

ted

and

trai

ned

easi

ly a

nd a

re w

illin

g to

fol

low

dir

ectio

nsT

RA

ININ

GE

noug

h tim

e an

d m

oney

is a

vaila

ble

for

the

prod

uctio

n of

inst

ruct

iona

l mat

eria

ls.

Com

pete

nt c

ours

e de

velo

pers

and

team

mem

bers

are

ava

ilabl

e.R

equi

res

appr

oxim

atel

y 40

- 8

0 ho

urs

of d

evel

opm

ent f

or o

neho

ur o

f de

liver

y.

123

122

51

SEL

F-PA

CE

D P

RIN

TC

onte

nt is

not

like

ly to

cha

nge

in th

e ne

ar f

utur

e.la

rge

num

bers

of

stud

ents

hav

e to

be

trai

ned.

Stud

ents

are

loca

ted

in d

iffe

rent

are

as.

Stud

ents

hav

e su

ffic

ient

ly h

igh

read

ing

abili

ties.

Bud

get f

or m

ater

ials

dev

elop

men

t is

limite

d.C

ompe

tent

inst

ruct

iona

l des

igne

rs a

nd w

rite

rs a

re a

vaila

ble.

Req

uire

s ap

prox

imat

ely

60 -

80

hour

s of

dev

elop

men

t for

one

hour

of

deliv

ery.

SEL

F-PA

CE

D N

ON

PRIN

TC

onte

nt is

not

like

ly to

cha

nge

in th

e ne

ar f

utur

e.St

uden

ts a

re lo

cate

d in

dif

fere

nt a

reas

.St

uden

ts h

ave

low

rea

ding

abi

litie

s.A

dequ

ate

budg

et f

or m

ater

ials

dev

elop

men

t is

avai

labl

e.C

ompe

tent

inst

ruct

iona

l des

igne

rs, w

rite

rs a

nd m

edia

pro

duct

ion

peop

le a

reav

aila

ble.

Med

ia e

quip

men

t nee

ds is

ava

ilabl

e at

dif

fere

nt lo

catio

ns.

Req

uire

s ap

prox

imat

ely

80-1

00 h

ours

of

deve

lopm

ent f

or o

neho

ur o

f de

liver

y.

CO

MPU

TE

R-B

ASE

D T

RA

ININ

GL

arge

and

or

geog

raph

ical

ly d

ispe

rsed

pop

ulat

ion.

Dif

ficu

lt fo

r st

uden

ts to

leav

e jo

b fo

r tr

aini

ng, o

r tim

ely

deliv

ery

is c

ritic

alJo

b/T

asks

are

cri

tical

req

uiri

ng m

aste

ry b

efor

e pe

rfor

man

ce in

a li

ve e

nvir

onm

ent

Cri

tical

asp

ects

of

perf

orm

ance

can

be

sim

ulat

ed u

sing

com

pute

r te

xt, g

raph

ics,

anim

atio

nA

bilit

y to

mak

e an

d di

ssem

inat

e m

inor

con

tent

cha

nges

qui

ckly

is d

esir

able

.C

ompe

tent

CB

T s

peci

alis

ts a

nd o

ther

per

sonn

el a

re a

vaila

ble

Req

uire

s ap

prox

. 100

-150

hrs

. of

deve

lopm

ent f

or e

ach

hour

of

deliv

ery.

124

125

52

INT

ER

AC

TIV

E V

IDE

O

126

Lar

ge a

nd/o

r ge

ogra

phic

ally

dis

pers

ed ta

rget

pop

ulat

ion

Dif

ficu

lt fo

r st

uden

ts to

leav

e jo

b fo

r tr

aini

ng, o

r tim

ely

deliv

ery

is c

ritic

alJo

b/T

asks

are

cri

tical

req

uiri

ng m

aste

ry b

efor

e pe

rfor

man

ce in

a li

ve e

nvir

onm

ent

Sim

ulat

ions

of

criti

cal j

ob ta

sks

and/

or in

terp

erso

nal s

kill

requ

ire

the

real

ism

of

vide

o/au

dio

Ade

quat

e bu

dget

and

dev

elop

men

t tim

e is

ava

ilabl

eA

bilit

y to

mak

e an

d di

ssem

inat

e m

inor

con

tent

cha

nges

qui

ckly

is d

esir

able

.C

ompe

tent

inte

ract

ive

vide

o sp

ecia

lists

and

oth

er p

erso

nnel

are

ava

ilabl

eR

equi

res

appr

ox. 1

50 2

50 h

rs. o

f de

velo

pmen

t for

eac

h ho

ur o

f de

liver

y.

127

53

OP'

m/0

ME

DIA

SE

LE

CT

ION

*Ide

ntif

y m

edia

attr

ibut

es r

equi

red

by th

ein

stru

ctio

nal o

bjec

tives

*Ide

ntif

y m

edia

attr

ibut

es r

equi

red

by s

tude

nts

* D

eter

min

e m

edia

res

ourc

es a

nd c

onst

rain

tsde

liver

y sy

stem

; av

aila

ble

to y

our

stud

ents

prod

uctio

n re

sour

ces

cost

s, a

nd c

onst

rain

ts in

you

ror

gani

zatio

n

*Mak

ea

list o

f th

e re

quir

ed m

edia

attr

ibut

es,

reso

urce

s,an

d co

nstr

aint

s*S

elec

t the

app

ropr

iate

med

ium

or

med

iaco

mbi

natio

n ba

sed

on th

is li

st.

128

129

ME

DIA

SE

LE

CT

ION

I. I

dent

ify

med

ia a

ttrib

utes

req

uire

d by

the

inst

ruct

iona

l obj

ectiv

es. F

or e

xam

ple,

the

task

may

req

uire

col

or a

nd s

ound

2. I

dent

ify

med

ia a

ttrib

utes

req

uire

d by

stu

dent

s. U

se th

e in

form

atio

n co

llect

ed d

urin

g le

arne

r an

alys

is. F

or e

xam

ple,

if y

our

stud

ents

do

not h

ave

high

rea

ding

abi

lity,

the

med

ia a

ttrib

ute

of tr

ansm

ittin

g te

xt is

irre

leva

nt.

3. D

eter

min

e m

edia

res

ourc

es a

nd c

onst

rain

ts in

the

deliv

ery

syst

em. F

or e

xam

ple,

if th

e tr

aini

ng c

ente

rs h

ave

vide

o eq

uipm

ent,

this

sho

uld

be ta

ken

into

acc

ount

.

4. D

eter

min

e m

edia

res

ourc

es a

vaila

ble

to y

our

stud

ents

. For

exa

mpl

e, m

ost s

tude

nts

have

acc

ess

to a

udio

cass

ette

pla

yers

at

hom

e or

in th

eir

auto

mob

iles.

5. D

eter

min

e m

edia

pro

duct

ion

reso

urce

s co

sts,

and

con

stra

ints

in y

our

orga

niza

tion.

For

:-.x

.am

ple,

if y

ou d

o no

t hav

e an

yte

levi

sion

cam

eras

, you

may

not

wan

t to

unde

rtak

e lo

cal v

ideo

tape

pro

duct

ion.

6. D

eter

min

e m

edia

pro

duct

ion

tale

nts

and

skill

s am

ong

the

mem

bers

of

your

team

.

7. M

ake

a lis

t of

the

requ

ired

med

ia a

ttrib

utes

, res

ourc

es, a

nd c

onst

rain

ts. S

eInt

the

appr

opri

ate

med

ium

or

med

ia c

ombi

natio

nba

sed

on th

is li

st.

131

130

54

Sele

ctin

g In

stru

ctio

nal M

etho

ds

IF th

ese

cond

ition

s ar

e pr

esen

t.

.

Del

iver

y sy

stem

is g

roup

-pac

ed.

Tra

ined

inst

ruct

or a

vaila

ble.

Inst

ruct

or G

uide

ava

ilabl

e.

Del

iver

y sy

stem

is g

roup

-pac

ed.

Stud

ents

hav

e co

nsid

erab

le e

xper

ienc

e an

d ex

pert

ise.

Inst

ruct

or c

apab

le o

f fa

cilit

atin

g gr

oup

activ

ities

.

TH

EN

con

side

r us

ing

thes

e in

stru

ctio

nal m

etho

ds.

Del

iver

y sy

stem

is g

roup

- p

aced

.T

rans

fer

of tr

aini

ng im

port

ant.

Stud

ents

hav

e co

nsid

erab

le e

xper

ienc

e an

d ex

pert

ise.

Inst

ruct

or c

apab

le o

f fa

cilit

atin

g gr

oup

activ

ities

.

Del

iver

y sy

stem

cou

ld b

e gr

oup-

or

indi

vidu

al-p

aced

.SM

E m

aste

r pe

rfor

mer

is a

vaila

ble.

Con

tent

invo

lves

use

of

equi

pmen

t and

tool

s

Del

iver

y sy

stem

is s

elf

- pa

ced.

Inst

ruct

ors/

SME

s no

t ava

ilabl

e.St

uden

ts d

ispe

rsed

ove

r a

wid

e ar

ea.

132

Lec

ture

Dis

cove

ry L

earn

ing

Dis

cuss

ion

Inqu

iry

Met

hod

Deb

rief

ing

Inst

ruct

iona

l Gam

ePe

er T

utor

ing

Rol

e-pl

aySt

ruct

ured

or

Gui

ded

Dis

cuss

ion

Cas

e st

udy

Cri

tical

Inc

iden

t Pro

cess

Sim

ulat

ion

Lab

orat

ory

Exp

erie

nce

Mod

elin

gO

n-th

e Jo

b T

rain

ing

Supe

rvis

ed P

ract

ice

Adj

unct

stu

dy g

uide

Dri

ll an

d Pr

actic

e

Inde

pend

ent S

tudy

Lea

rner

-con

trol

led

Inst

ruct

ion

Prog

ram

med

Ins

truc

tion

Adj

unct

Stu

dy G

uide

s

Cas

e St

udy

Cri

tical

Inc

iden

t Pro

cess

Deb

rief

ing

Dem

onst

ratio

n

134

Inst

ruct

iona

l Met

hods

Inst

ruct

iona

l sup

plem

ents

whi

ch e

nabl

e us

to c

onve

rt to

exi

stin

g m

ater

ials

for

inde

pend

ent s

tudy

. Thi

s m

etho

d pr

ovid

es in

stru

ctio

nal o

bjec

tives

, cri

teri

onqu

estio

ns, p

ract

ice

exer

cise

s, s

tudy

sug

gest

ions

, tra

nsfe

r as

sign

men

ts, a

ndst

ruct

ured

not

e-ta

king

mat

eria

ls to

sup

port

one

or

mor

e te

xtbo

oks

and

othe

rin

stru

ctio

nal m

ater

ials

.

In th

is m

etho

d, th

e st

uden

t is

pres

ente

d a

wel

l-do

cum

ente

d de

scri

ptio

n of

asi

mul

ated

or

real

-lif

e si

tuat

ion.

The

lear

ning

exp

erie

nce

com

es th

roug

hre

cogn

ition

, ana

lysi

s, a

nd s

olut

ion

of th

e pr

oble

m w

ritte

n in

to th

e ca

se. T

heca

ses

may

be

wor

ked

indi

vidu

ally

; the

y m

ay a

lso

be c

ompl

eted

in g

roup

s to

allo

win

tera

ctio

n an

d fe

edba

ck o

f pa

rtic

ipan

ts.

The

inci

dent

pro

cess

is a

var

iatio

n of

the

case

stu

dy a

nd d

iffe

rs f

rom

it p

rim

arily

inth

e am

ount

of

info

rmat

ion

give

n th

e pa

rtic

ipan

t. In

the

case

stu

dy, a

lldo

cum

enta

tion

is p

rovi

ded;

in th

e in

cide

nt p

roce

ss, t

he p

artic

ipan

t is

prov

ided

only

an

inci

dent

cri

tical

in th

e de

velo

pmen

t of

the

prob

lem

and

mus

t see

k ou

t the

addi

tiona

l fac

ts r

equi

red

(usu

ally

fro

m th

e in

stru

ctor

).

An

inst

ruct

iona

l act

ivity

whi

ch f

ollo

ws

any

othe

r in

tens

e, in

tera

ctiv

e in

stru

ctio

n(s

uch

as r

ole-

play

ing)

in w

hich

the

inst

ruct

or a

sks

a se

ries

of

ques

tions

to e

licit

impo

rtan

t ins

ight

s fr

om s

tude

nts.

Deb

rief

ing

ques

tions

usu

ally

dra

w a

ttent

ion

toth

e da

ta f

rom

the

stud

ents

' exp

erie

nces

in th

e ea

rlie

r ac

tivity

so

that

they

can

disc

over

rel

evan

t pri

ncip

les.

A m

aste

r pe

rfor

mer

sho

ws

how

to u

se a

n eq

uipm

ent o

r to

ol, e

xpla

inin

g ea

ch s

tep

of th

e pr

oced

ure.

He

or s

he a

lso

expl

ains

the

actio

ns, d

ecis

ions

, and

pre

caut

ions

requ

ired

so

that

stu

dent

s ca

n fo

llow

the

proc

edur

e an

d un

ders

tand

the

ratio

nale

for

vari

ous

step

s.

135

56

Dis

cove

ry L

earn

ing

Dis

cuss

ion

Dri

ll an

d Pr

actic

e

Inde

pend

ent S

tudy

Inqu

iry

Met

hod

Inst

ruct

iona

l Gam

e

Lab

orat

ory

Exp

erie

nce.

Lea

rner

-Con

trol

led

Inst

ruct

ion

Thi

s m

etho

d us

es a

ser

ies

of a

ctiv

ities

or

ques

tions

to le

ad th

e st

uden

t to

disc

over

basi

c co

ncep

ts, p

rinc

iple

s, a

nd r

ules

in a

n in

stru

ctio

nal a

rea.

The

lead

ing

expe

rien

ce in

the

unst

ruct

ured

dis

cuss

ion

is c

ontr

olle

d by

the

part

icip

ants

who

als

opr

ovid

e th

e su

bjec

t mat

ter

expe

rtis

e. P

artic

ipan

ts a

lso

prov

ide

the

dire

ctio

n an

d ef

fort

tow

ards

reac

hing

the

desi

red

goal

.

Rep

eate

d pr

esen

tatio

n of

mat

eria

l and

test

of

acqu

isiti

on u

ntil

resp

onse

s m

eet c

rite

ria.

Rea

ding

, ins

truc

tion,

pra

ctic

e, e

tc. a

re d

one

at th

e di

scre

tion

of th

e st

uden

t with

out g

uida

nce

from

the

inst

ruct

or

Pres

enta

tion

of d

ata,

info

rmat

ion,

etc

. in

resp

onse

to s

tude

nt in

quir

es I

n so

me

case

s, th

e fo

rm a

nd o

rder

of

pres

enta

tion

is a

dapt

ive

base

d on

pre

viou

sre

spon

ses

by th

e st

uden

t.

A s

mal

l-gr

oup

inst

ruct

iona

l tec

hniq

ue w

hich

is c

hara

cter

ized

by

rule

s fo

r pl

ayin

gan

d fo

r w

inni

ng. G

ame:

, usu

ally

inco

rpor

ate

an e

lem

ent o

f co

nflic

t (ag

ains

t oth

erpl

ayer

s or

aga

inst

tim

e lim

its, f

or e

xam

ple)

. Win

ning

the

gam

e is

rel

ated

to th

em

aste

ry o

f th

e in

stru

ctio

nal o

bjec

tives

. If

the

gam

e re

flec

ts s

ome

real

-wor

ldpr

oces

s, it

is c

alle

d an

inst

ruct

iona

l sim

ulat

ion

gam

e.

Part

icip

ants

pra

ctic

e ut

ilizi

ng th

e ac

tual

or

sim

ulat

ed v

ersi

ons

of e

quip

men

t,m

ater

ials

, and

pro

cedu

res

that

they

will

ulti

mat

ely

use

on th

e jo

b.

Thi

s m

etho

d al

low

s st

uden

ts to

mak

e ke

y le

arni

ng d

ecis

ion

on p

ace,

se

"uen

ce,

cont

ent,

and

met

hod

of e

valu

atio

n. L

earn

er-c

ontr

olle

d in

stru

ctio

n in

corp

orat

es a

vari

ety

of in

stru

ctio

nal m

ater

ials

in p

rovi

ding

opt

ions

to s

tude

nts.

Lec

ture

Ora

l pre

sent

atio

n of

inst

ruct

iona

l con

tent

to s

tude

nts

who

can

onl

y re

spon

d

136

137

57

Mod

elin

g

On-

the

Job

Tra

inin

g

inte

rmitt

ently

dur

ing

that

pre

sent

atio

n.

The

stu

dent

is s

how

n ho

w s

omet

hing

ope

rate

s, is

rep

aire

d, e

tc. b

y be

ing

show

nan

d le

d th

roug

h th

e ap

prop

riat

e st

eps,

act

ions

, and

dec

isio

ns r

equi

red.

Mod

elin

g pl

aces

em

phas

is o

n st

uden

t per

form

ance

(im

itatio

n) f

ollo

win

g an

exp

ert's

perf

orm

ance

(m

odel

).

On-

the

job

trai

ning

is th

e be

st p

ossi

ble

way

to b

ring

a tr

aine

e in

to c

lose

con

tact

with

the

job

whi

le u

nder

trai

ning

. The

sup

ervi

sor

or a

n ex

peri

ence

d w

orke

r se

rves

as th

e in

stru

ctor

. The

trai

nee

is s

how

n ho

w jo

b pr

oced

ures

are

car

ried

out

. The

stud

ent i

s gr

adua

lly m

ade

to d

o m

ore

and

mor

e of

the

job.

For

a li

mite

d nu

mbe

rof

jobs

, or

lear

ners

, thi

s ty

pe o

f tr

aini

ng is

fea

sibl

e an

d ad

equa

te.

Peer

Tut

orin

gA

n in

stru

ctio

nal s

trat

egy

in w

hich

stu

dent

s ar

e se

lect

ed a

nd tr

aine

d to

teac

h le

ss a

dvan

ced

stud

ents

or th

eir

peer

s. T

utor

ing

has

been

sho

wn

to b

enef

it bo

th th

e tu

tor

and

his

or h

er s

tude

nt.

Prog

ram

med

Ins

truc

tion

Prim

arily

des

igne

d fo

r in

divi

dual

ized

, sel

f-pa

ced

.trai

ning

. Mat

eria

l is

prep

ared

and

pre

sent

ed in

ase

ries

of

wel

l-pl

anne

d se

quen

tial s

teps

. The

trai

nee

mus

t cho

ose

a co

rrec

t sta

tem

ent f

rom

a g

iven

set

of s

tate

men

ts, f

ill in

bla

nks,

wri

te o

ut a

nsw

ers

to q

uest

ions

, or

perf

orm

in a

ny w

ay r

equi

red.

With

this

trai

ning

met

hod,

the

stud

ent g

ets

imm

edia

te f

eedb

ack.

Upo

n gi

ving

the

corr

ect r

espo

nse,

he

orsh

e re

ceiv

es in

form

atio

n as

to it

s co

rrec

tnes

s. T

he tr

aine

e ca

n th

en p

roce

ed to

the

next

ste

p. I

n th

eev

ent t

hat t

he w

rong

res

pons

e is

giv

en, t

he tr

aine

e is

told

to r

evie

w th

e m

ater

ial a

nd to

giv

e an

othe

ran

swer

, or

he is

giv

en a

n ex

plan

atio

n of

why

the

resp

onse

was

wro

ng.

Rol

e-pl

ay

13b

The

lear

ning

exp

erie

nce

in r

ole-

play

ing

is p

rim

arily

inte

ract

ive.

A p

artic

ular

situ

atio

n is

pre

sent

ed, a

nd p

artic

ipan

ts a

ssum

e sp

ecif

ic c

hara

cter

rol

es in

the

inte

ract

ion.

Rol

e-pl

ayin

g ty

pica

lly a

ttem

pts

to s

imul

ate

the

job

envi

ronm

ent.

139

58

Sim

ulat

ion

Stru

ctur

ed o

rG

uide

d D

iscu

ssio

n

Part

icip

ants

, ind

ivid

ually

or

as te

ams,

rep

rese

nt d

ecis

ion

mak

ers

in a

nor

gani

zatio

n. T

hey

mak

e th

e sa

me

kind

of

deci

sion

s th

ey m

ight

mak

e in

a r

eal

situ

atio

n bu

t the

dat

a an

d th

e en

viro

nmen

t are

sim

ulat

ed. S

imul

atio

n is

oft

endo

ne b

y m

eans

of

gam

es w

hich

can

be

pape

r-an

d-pe

ncil

exer

cise

s or

com

pute

rize

d ac

tiviti

es. T

hese

sim

ulat

ion

gam

es c

lose

ly a

ppro

xim

ate

the

real

wor

ld in

that

the

data

use

d by

the

trai

nees

is th

e sa

me,

but

they

nor

mal

ly o

pera

tein

a c

ompr

esse

d tim

e fr

ame.

Que

stio

ns p

repa

red

in a

dvan

ce a

re d

irec

ted

to s

tude

nts

to g

uide

the

disc

ussi

onal

ong

a pr

econ

ceiv

ed p

ath.

The

dis

cuss

ion

is r

estr

icte

d w

ithin

pre

dete

rmin

edbo

unda

ries

to e

nsur

e th

e gr

oup

stay

s on

trac

k.

Sugg

estiv

e-A

ccel

erat

ive

Initi

ally

use

d fo

r la

ngua

ge tr

aini

ng, t

his

met

hod

com

bine

s re

laxa

tion,

pos

itive

Lea

rnin

gsu

gges

tions

, mus

ic b

ackg

roun

ds, h

igh

mul

tisen

sory

inpu

ts, a

nd v

isua

l im

ager

y to

incr

ease

con

cent

ratio

n an

d to

red

uce

stre

ss a

nd a

nxie

ty.

Supe

rvis

ed P

ract

ice

Prac

tice

is d

one

unde

r di

rect

sup

ervi

sion

of

som

eone

suc

h as

an

inst

ruct

or o

rsu

perv

isor

.

141

1-10

59

Des

ign

Spec

ific

atio

ns R

epor

t

I. I

ntro

duct

ion

1. P

roje

ct b

ackg

roun

d (i

nclu

ding

sig

nifi

cant

con

stra

ints

)

2. C

ours

e ou

tline

3. C

ours

e sc

hedu

le

4. S

umm

ary

of p

erfo

rman

ce a

naly

sis

data

5. S

umm

ary

of le

arne

r an

alys

is d

ata

6. P

ropo

sed

deliv

ery

syst

em

7. N

otes

on

inst

ruct

iona

l med

ia a

nd m

etho

ds

8. T

est s

peci

fica

tions

(or

test

s)

9. P

reco

urse

mat

eria

ls a

nd a

ctiv

ities

II. D

esig

n Sp

ecif

icat

ions

for

Eac

h L

esso

n

1. T

itle

2. T

ime

3. P

rere

quis

ites

4. O

bjec

tives

5 C

onte

nt o

utlin

e6

Inst

ruct

iona

l act

iviti

es (

even

ts o

f in

stru

ctio

n)

7 In

stru

ctio

nal m

ater

ials

:St

uden

t Mat

eria

ls (

Stud

ent G

uide

, wor

kboo

k, f

lopp

y di

sk, e

tc.)

Inst

ruct

or M

ater

ials

(In

stru

ctor

Gui

de, A

dmin

istr

ator

Gui

de, e

tc.)

Med

ia (

tran

spar

enci

es, v

ideo

tape

s, s

lides

, etc

.)

142

143

60

Eve

ntIn

tent

ion

Eve

nts

of I

nstr

uctio

n

Cog

nitiv

e Ps

ycho

logi

cal P

roce

ss

Mot

ivat

ion:

Ori

enta

tion:

Prer

equi

site

s:

Pres

enta

tion:

Lea

rnin

gG

uida

nce:

Prac

tice:

Feed

back

:

Ass

essm

ent:

Ret

entio

n &

Tra

nsfe

r:

Get

the

stud

ents

rea

dy to

lear

n.

Prev

iew

the

cour

se, p

rovi

ding

an

over

view

of

the

expe

ctat

ions

for

he s

tude

nts

and

revi

ew th

e in

stru

ctio

nal o

bjec

tives

.

Rec

all p

rior

inst

ruct

ion

or p

rovi

de s

uppo

rtin

g sk

ill o

r kn

owle

dge

that

will

hel

p th

e st

uden

ts le

arn

the

new

mat

eria

l.

Pres

ent t

he n

ew m

ater

ial.

Prov

ide

inst

ruct

iona

l hel

p to

ass

ist s

tude

nts

in a

chie

ving

mas

tery

of

the

mat

eria

l.

Req

uire

the

stud

ents

to p

ract

ice

inte

grat

ing

and

perf

ectin

g ne

wsk

ills

and

know

ledg

e.

Prov

ide

accu

rate

and

tim

ely

info

rmat

ion

to th

e st

uden

ts a

bout

thei

r pe

rfor

man

ce.

Eva

luat

e th

e st

uden

ts p

erfo

rman

ce

Prep

air

patte

rns

of n

eura

l im

puls

es

Act

ivat

e a

proc

ess

of e

xect

uive

con

trol

Ret

revi

al o

f pr

ior

lear

ning

to w

orki

ng m

emor

y

Em

phai

ze f

eatu

res

for

sele

ctiv

e pe

rcep

tion

Sem

antic

Enc

odin

g &

cue

s fo

r re

trev

ial

Act

ivat

e re

spon

se g

ener

ator

s

Est

ablis

h re

info

rcem

ent

Act

ivat

e re

trev

ial s

ituat

iona

l rei

nfor

cem

ent

Giv

e op

port

uniti

es to

the

stud

ents

to in

tegr

ate

wha

t the

y ha

veIn

tegr

ate

with

pri

or k

now

ledg

e &

pro

vide

cue

sle

arne

d in

to th

eir

jobs

.

144

and

stra

tegi

es f

or r

etre

vial

145

61

Lea

rnin

gA

ctiv

ities

HA

ND

S O

FF

!!!

Tra

inin

g D

ept.

Pro

pert

y!!

146

BE

ST

CO

PY

AV

AIL

AB

LE14

7

Lan

guag

e R

evie

wpo

orex

celle

nt1.

Org

aniz

atio

n of

con

tent

. (A

re th

e le

sson

s an

d ot

her

units

of

12

34

5

inst

ruct

ion

logi

cally

org

aniz

ed?)

2. U

se o

f su

bhea

ding

s. (

Doe

s th

e in

stru

ctio

nal m

ater

ials

use

a1

23

45

cons

iste

nt s

et o

f he

adin

gs to

rev

eal t

he s

truc

ture

to th

e st

uden

ts?)

3 L

engt

h of

less

ons.

(A

re th

e le

sson

of

a su

itabl

e le

ngth

to p

erm

it1

23

45

mas

tery

in a

sui

tabl

e pe

riod

of

time?

)

4. C

lari

ty o

f pr

esen

tatio

n. (

Doe

s th

e co

urse

pre

sent

info

rmat

ion

in a

12

34

5

plai

n la

ngua

ge a

nd a

void

unn

eces

sary

jarg

on?)

5 C

onci

se s

tyle

. (D

oes

the

cour

se p

rese

nt in

form

atio

n in

a le

an a

nd1

23

45

succ

inct

fas

hion

?)

6. P

arag

raph

ing.

(A

re th

e re

adin

g m

ater

ials

div

ided

into

sho

rt, l

ogic

al1

23

45

para

grap

hs?)

7. U

se o

ften

tech

nica

l ter

ms.

(A

re te

chni

cal t

erm

s us

ed e

ffic

ient

ly?

Is e

ach

I2

34

5

term

cle

arly

def

ined

dur

ing

its f

irst

usa

ge?)

8. C

onsi

sten

cy. (

Are

dif

fere

nt te

chni

cal t

erm

s us

ed in

a c

onsi

sten

t1

23

45

fash

ion?

Are

the

less

ons

orga

nize

d in

a c

onsi

sten

t for

mat

?)

9. E

vide

nce

of p

roof

read

ing.

(A

re th

e co

urse

mat

eria

ls f

ree

from

12

34

5

lang

uage

and

typo

grap

hica

l err

ors?

)

10. U

se o

f ill

ustr

atio

ns. (

Are

illu

stra

tions

use

d fo

r cl

arif

icat

ion

rath

er1

23

45

than

for

dec

orat

ion

?)

149

4862

Tes

t Spe

cifi

catio

ns

Cou

rse

Titl

e:

Tes

t Titl

e (o

r N

umbe

r):

Skill

s/kn

owle

dge

cove

red

by th

e te

st:

Inst

ruct

iona

l obj

ectiv

es c

over

ed b

y th

e te

st:

Inst

ruct

iona

l con

tent

cov

ered

by

the

test

:

Tim

e re

quir

emen

t:

Tes

t pla

cem

ent i

n re

latio

nshi

p to

trai

ning

:

Typ

e of

test

/test

item

s:

Tes

t adm

inis

trat

ion

note

s:

Follo

w-u

p no

tes:

150

151

63

Inst

ruct

iona

l Des

ign

Eva

luat

ion

M:,;

'9'0

W '

Com

preh

ensi

ve &

val

id te

sts

and

exe

*Con

firm

ed D

eliv

ery

Stra

tegy

Med

ia A

ppro

pria

tnes

sE

vent

s of

Ins

truc

tion

-'.."

--.'

152

BE

ST

CO

PY

AV

AIL

AB

LE15

3

Inst

ruct

iona

l Des

ign

Shor

tcut

s

1.A

bbre

viat

e in

stru

ctio

nal d

esig

n sp

ecif

icat

ions

.

2.D

o sp

ecif

icat

ions

for

larg

er u

nits

of

inst

ruct

ion.

3.U

se s

ubje

ct-m

atte

r ex

pert

s as

inst

ruct

ors

or a

dmin

istr

ator

s.

4.R

equi

re S

ME

s to

del

iver

the

cour

se f

rom

und

etai

led

Inst

ruct

or G

uide

.

5Pr

oduc

e ea

sily

dev

elop

ed m

ater

ials

(e.

g., i

nstr

ucto

r-le

d in

stea

d of

sel

f-pa

ced;

pri

nt in

stea

d of

ela

bora

te m

edia

).

6B

orro

w f

rom

exi

stin

g co

urse

s w

hene

ver

poss

ible

.

7In

corp

orat

e do

cum

enta

tion

and

job

aids

in th

e co

urse

mat

eria

ls o

r us

e th

em in

stea

d of

the

cour

se m

ater

ials

.

155

154

64

MA

TE

RIA

L D

EV

EL

OPM

EN

T

App

eara

nce

and

effe

ct o

f al

l ins

truc

tiona

l mat

eria

ls is

the

ultim

ate

resp

onsi

bilit

y of

the

Des

igne

r/T

each

er. T

his

incl

udes

the

stud

ent a

nd in

stru

ctio

nal g

uide

. It i

s hi

s re

spon

sibi

lity

for

all m

ater

ials

and

his

nam

e sh

ould

app

ear

on a

ll m

ater

ials

. As

an a

id to

revi

ew th

e fi

nal p

rodu

ct a

nd b

efor

e im

plem

enta

tion

the

follo

win

g sh

ould

be

answ

ered

:

1. I

s th

e de

liver

y st

rate

gy th

e m

ost c

ost e

ffec

tive

one?

2 A

re th

e co

urse

obj

ectiv

es u

nder

stan

dabl

e an

d st

ated

in a

n ac

cept

able

for

mat

?

3 D

o th

e te

sts

dire

ctly

mea

sure

the

achi

evem

ent o

f th

e ob

ject

ives

?

4. D

oes

the

cour

se p

rese

nt a

ll cr

itica

l inf

orm

atio

n re

late

d to

the

obje

ctiv

es r

athe

r th

an n

ice

to k

now

, or

triv

ia?

5. D

oes

the

cour

se u

se th

e m

ost c

ost e

ffec

tive

com

bina

tion

of m

edia

? an

d m

etho

ds?

6. D

oes

the

cour

se in

clud

e ap

prop

riat

e le

arni

ng a

ctiv

ities

for

the

diff

eren

t eve

nts

of in

stru

ctio

n?

7. D

o th

e m

edia

ach

ieve

hig

h pr

oduc

tion

stan

dard

s?

8. I

s th

e di

ffic

ulty

leve

l of

the

cour

se a

nd m

ater

ial s

uite

d fo

r th

e ta

rget

pop

ulat

ion?

9. D

oes

the

cour

se p

rovi

de o

ppor

tuni

ties

for

the

prac

tice

and

revi

ew o

f cr

itica

l ski

lls a

nd k

now

ledg

e?

10. D

oes

the

cour

se h

ave

prov

isio

ns f

or ti

mel

y fe

edba

ck to

the

stud

ents

on

his

perf

orm

ance

?

1 1.

Doe

s th

e co

urse

em

phas

ize

the

appl

icat

ion

of s

kill

and

know

ledg

e ba

ck o

n th

e jo

b?

157

156

65

The

fin

ishe

d pr

ocL

z..-

t now

pro

duce

d ne

eds

to b

e ch

ecke

d fo

r fl

ow th

at is

a y

es a

nsw

er m

ust b

e gi

ven

to th

e si

x "f

inal

"

ques

tions

or

a cr

itica

l lin

k m

ay b

e m

issi

ng:

158

159

66

MA

TE

RIA

L D

EV

EL

OPM

EN

T

1.C

heck

the

stat

emen

t of

the

perf

orm

ance

pro

blem

aga

inst

the

corp

orat

e go

al.

_Is

the

prob

lem

wor

th s

olvi

ng?

2. C

ompa

re th

e sk

ill/k

now

ledg

e re

quir

emen

ts a

gain

st th

e pe

rfor

man

ce p

robl

em.

If y

our

targ

et p

erfo

rmer

s ac

quir

e th

ese

will

it e

limin

ate

the

prob

lem

?

3. C

ompa

re th

e ov

eral

l goa

l and

inst

ruct

iona

l obj

ectiv

es f

or th

e co

urse

aga

inst

the

skill

& k

now

ledg

e re

quir

emen

ts.

Are

the

obje

ctiv

es d

irec

tly r

elat

ed to

the

skill

& k

now

ledg

e?

4 C

ompa

re th

e po

stte

st a

gain

st th

e in

stru

ctio

nal o

bjec

tives

.

Doe

s th

e te

st m

easu

re th

e ac

hiev

emen

t of

thes

e ob

ject

ives

?

5. C

heck

the

cour

se c

onte

nts

agai

nst t

he f

inal

test

.

Will

thes

e co

nten

ts h

elp

the

stud

ent a

chie

ve a

hig

h sc

ore

on th

e po

stte

st?

Whe

n in

dou

bt th

row

it o

ut!

6. C

ompa

re th

e te

achi

ng-l

earn

ing

activ

ities

aga

inst

the

cour

se c

onte

nts

and

the

post

test

.

Will

thes

e ac

tiviti

es e

nabl

e th

e st

uden

ts to

pro

cess

the

cont

ent a

nd a

chie

ve a

hig

h sc

ore

on th

e po

stte

st?

161

160

67

Che

cklis

t of

Act

iviti

es d

urin

g M

ater

ials

Dev

elop

men

t

Coo

rdin

ate

App

ropr

iate

sup

port

per

sonn

el (

med

ia p

rodu

ctio

n sp

ecia

lists

and

cou

rse

wri

ters

) to

ens

ure

that

the

desi

gn s

peci

fica

tions

are

relia

bly

tran

slat

ed in

to in

stru

ctio

nal m

ater

ials

.

Mat

eria

ls d

evel

opm

ent a

ctiv

ities

by

supp

ort p

erso

nnel

.

Rev

iew

wal

k-th

roug

h by

sub

ject

-mat

ter

and

othe

r ex

pert

s.

Dev

elop

men

t tes

ting

of th

e pr

otot

ype

mat

eria

ls.

Fiel

d tr

ials

.

Plan

On

desi

gnin

g an

d co

nduc

ting

revi

ew w

alk-

thro

ugh

by s

ubje

ct-m

atte

r an

d ot

her

expe

rts.

On

desi

gnin

g an

d co

nduc

ting

deve

lopm

ent t

estin

g of

the

prot

otyp

e m

ater

ials

.

On

desi

gnin

g an

d co

nduc

ting

fiel

d tr

ials

.

Mon

itor

MD

act

iviti

es a

nd p

rovi

de f

eedb

ack.

Ana

lysi

s

Of

data

fro

m d

evel

opm

ent t

estin

g an

d fi

eld

tria

ls a

nd s

ugge

st s

uita

ble

revi

sion

s.

Coo

rdin

ate

ongo

ing

eval

uatio

n of

var

ious

pro

duct

s du

ring

this

pha

se.

Rev

ise

Rev

iew

eva

luat

ion

resu

lts a

nd e

nsur

e su

itabl

e re

visi

ons

are

mad

e. D

istr

ibut

e ev

alua

tion

resu

lts to

rel

evan

t peo

ple. 16

316

268

Inst

ruct

iona

l Mat

eria

ls R

evie

wPr

int 1.

Con

sist

ency

. Use

a c

onsi

sten

t for

mat

thro

ugho

ut th

e pr

inte

d bo

ok. E

ach

less

on o

r ch

apte

r sh

ould

hav

e th

e sa

me

form

at.

2. F

orm

at. U

se e

ither

a h

oriz

onta

l or

a ve

rtic

al f

orm

at f

or y

our

book

. Do

not m

ix th

em u

p so

that

the

stud

ent h

as to

turn

the

book

.

3. D

ivis

ions

. Kee

p ea

ch s

ectio

n (c

hapt

er o

r le

sson

) cl

earl

y id

entif

ied.

With

in e

ach

of th

ese

sect

ions

hav

e a

cons

iste

nt la

yout

for

diff

eren

t uni

ts (

e.g.

, obj

ectiv

es, p

revi

ews,

and

sum

mar

ies)

.

4. H

eadi

ngs.

Kee

p al

l hea

uing

leve

ls c

lear

and

con

sist

ent.

Use

hea

ding

s fr

eque

ntly

.

5. H

eade

rs. M

ake

sure

eac

h pa

ge h

as a

hea

der

.

6. F

oote

rs. P

rovi

de a

foo

ter

for

each

pag

e w

ith r

efer

ence

s if

any

and

pag

e nu

mbe

r.

7. P

ages

. Org

aniz

e th

e co

nten

ts o

f a

page

cle

arly

and

con

sist

ently

.

8. S

paci

ng. H

ave

a co

nsis

tent

spa

cing

for

wor

ds a

nd s

ente

nces

.

9. J

ustif

icat

ion

Avo

id ju

stif

ying

the

righ

t mar

gin.

A r

agge

d ri

ght m

argi

n Is

eas

ier

to r

ead

10. W

ord

brea

ks. A

void

hyp

hena

ting

wor

ds a

t the

end

of

the

line.

11

Page

bre

ak. D

eter

min

e th

e st

oppi

ng p

oint

at t

he b

otto

m o

f th

e pa

ge b

y th

e co

nten

t rat

her

than

by

layo

ut. A

void

bre

akin

gre

late

d m

ater

ials

at t

he b

otto

m o

f th

e pa

ge.

165

164

69

12. C

opya

bilit

y. U

se ty

pefa

ces

whi

ch w

ill n

ot d

eter

iora

te w

ith r

epea

ted

copy

ing.

13. M

argi

ns. L

eave

am

ple

mar

gins

for

eas

e of

bin

ding

and

for

not

es.

14. I

llust

ratio

ns. M

ake

sure

that

illu

stra

tions

sup

port

the

text

con

tent

and

are

rel

evan

t to

it.

15. P

lace

men

t. M

ake

sure

that

the

illus

trat

ion

is p

lace

d in

suc

h a

way

that

all

refe

renc

es to

it a

re o

n th

e sa

me

page

.

16. C

aptio

ns. M

ake

sure

eac

h ill

ustr

atio

n ha

s a

capt

ion

to id

entif

y an

d to

des

crib

e it.

17. G

raph

ics.

Con

side

r th

e us

e of

dia

gram

s an

d fl

owch

arts

inst

ead

of le

ngth

y pa

ragr

aphs

of

narr

ativ

e pr

ose

18 T

able

s. U

se ta

bles

whe

neve

r po

ssib

le to

pre

sent

info

rmat

ion

in a

n or

gani

zed

fash

ion.

19 T

able

pla

cem

ent.

Mak

e su

re th

e ta

ble

is p

lace

d in

an

area

whe

re a

ll of

the

acco

mpa

nyin

g te

xt is

ava

ilabl

e.

20. C

olor

. Avo

id u

sing

col

or b

ecau

se it

is e

xpen

sive

and

, exc

ept i

n so

me

spec

ial c

ases

, doe

s no

t con

trib

ute

to th

e in

stru

ctio

nal

effe

ctiv

enes

s.

21. B

indi

ng. O

rgan

ize

the

mat

eria

ls in

to ta

bbed

sec

tions

for

eas

e of

ref

eren

ce.

22. E

mph

asis

. Use

bol

d fa

ce, u

nder

linin

g, a

nd it

alic

s to

em

phas

ize

key

wor

ds. H

owev

er, a

void

thei

r ov

erus

e.

23. C

olor

ed p

ages

. Con

side

r th

e us

e of

col

ored

pap

er to

iden

tify

diff

eren

t sec

tions

of

the

book

.

167

166

70

Aud

io 1. L

angu

age.

Use

sim

plic

ity in

you

r sc

ript

. Am

ong

othe

r th

ings

, use

con

trac

tions

fre

quen

tly. B

ut r

efra

in f

rom

ext

ensi

ve u

se o

fac

rony

ms.

2. W

ords

. Avo

id te

chni

cal.

Kee

p ja

rgon

and

tech

nica

l ter

ms

to a

min

imum

.

3. V

oice

s. K

eep

the

num

ber

of c

hara

cter

s at

a m

inim

um.

4. S

ound

eff

ects

. Whe

neve

r ap

prop

riat

e, u

se s

ound

eff

ects

to a

dd r

ealis

m to

the

audi

otap

e.

5. M

usic

Use

mus

ic to

sig

nal l

ogic

al u

nits

of

thou

ght.

Mak

e su

re y

ou a

re n

ot v

iola

ting

copy

righ

t

law

s w

ith y

our

use

of m

usic

.

6. I

nter

activ

ely.

Pro

vide

opp

ortu

nitie

s fo

r, th

e st

uden

t to

activ

ely

part

icip

ate.

Do

not s

ound

as

if y

ou a

re le

ctur

ing

to a

larg

egr

oup,

but

try

to s

imul

ate

a co

nver

satio

n-w

ith a

n in

divi

dual

.

7. P

rint

sup

port

. If

the

audi

otap

e is

acc

ompa

nied

by

a w

orkb

ook,

mak

e su

re th

at th

e in

stru

ctio

ns o

n th

e ta

pe (

e.g.

, pag

ere

fere

nces

) ar

e ac

cura

te a

nd c

onsi

sten

t.

8. D

irec

tions

. If

the

tape

has

to b

e st

oppe

d w

hile

the

stud

ent w

orks

out

a p

robl

em, f

or e

xam

ple,

be

sure

to in

clud

e ap

prop

riat

edi

rect

ions

. Als

o, in

clud

e di

rect

ions

at t

he e

nd o

f on

e si

de o

f th

e ta

pe to

turn

it o

ver.

9. V

isua

l sup

port

. If

the

audi

otap

e is

acc

ompa

nied

by

a se

t of

slid

es, m

ake

sure

the

visu

al m

essa

ge o

n th

e sl

ides

and

the

audi

tory

mes

sage

on

the

tape

rei

nfor

ce e

ach

othe

r. A

void

dis

trac

ting

or o

verl

y re

dund

ant c

ombi

natio

ns.

169

168

71

10. V

isua

l cha

nges

. Mak

e su

re th

at s

lide

chan

ges

are

care

fully

coo

rdin

ated

with

the

audi

oscr

ipt.

Do

not l

eave

the

sam

e vi

sual

on th

e sc

reen

for

long

per

iods

of

time.

Typ

e

1.D

o no

t use

dec

orat

ive

styl

es. U

se f

amili

ar s

ans

seri

f ty

pe s

tyle

for

title

s an

d se

rif

for

body

text

.

2.T

ype

size

. Do

not u

se ty

pe s

ize

smal

ler

than

one

-fou

rth

inch

(4

poin

t).

3.A

lignm

ent.

Cen

ter

all t

itles

. Beg

in a

ll ot

her

text

at t

he le

ft m

argi

n.

4.C

apita

lizat

ion.

Use

all

caps

for

title

s an

d m

ajor

hea

ding

s. F

or th

e m

ain

body

, use

onl

y in

itial

cap

itals

.

5.Sp

acin

g. L

eave

mor

e sp

ace

betw

een

units

of

text

than

with

in u

nits

. For

exa

mpl

es, d

oubl

e6.

spac

e be

twee

n "p

arag

raph

s" a

nd s

ingl

e sp

ace

with

in p

arag

raph

s.

7.L

istin

g. U

se n

umbe

rs, l

ette

rs, o

r bu

llets

to id

entif

y ea

ch it

em o

n a

list.

Num

bers

are

bes

t, es

peci

ally

whe

n yo

u ha

ve to

ref

er to

diff

eren

t ite

ms.

Use

bul

lets

if y

ou w

ant t

o av

oid

sugg

estin

g an

y se

quen

ce in

you

r lis

t.

8.In

dent

atio

n. I

f yo

u ha

ve a

nes

ted

list (

i.e.,

a lis

t con

tain

ing

diff

eren

t lev

els)

use

inde

ntat

ion

to s

how

the

leve

ls.

Slid

es

1. N

eces

sity

. Is

the

slid

e re

ally

nec

essa

ry?

If y

ou h

ave

doub

ts, l

eave

it o

ut.

2Fo

rmat

. Alw

ays

use

the

hori

zont

al f

orm

at f

or s

lides

.

3. S

cale

. If

you

are

show

ing

an o

bjec

t whi

ch is

unf

amili

ar to

the

stud

ents

, inc

lude

som

e fa

mili

ar o

bjec

t in

the

sam

e sl

ide

to s

ugge

stth

e si

ze.

4. P

ersp

ectiv

e. I

f yo

u ar

e sh

owin

g eq

uipm

ent o

r to

ols,

sho

w it

fro

m th

e po

int o

f vi

ew o

f th

e st

uden

t.

171

1 /0

72

5. G

raph

ics.

If

you

are

usin

g a

grap

hic,

be

sure

It i

s si

mpl

e. A

void

all

unne

cess

ary

deco

ratio

ns.

6. L

egib

ility

. The

illu

stra

tions

and

the

text

in th

e sl

ide

shou

ld b

e le

gibl

e to

a s

tude

nt s

eate

d th

e la

st r

ow.

7. C

olor

. Mos

t stu

dent

s ex

pect

col

or s

lides

. Unl

ess

ther

e is

som

e sp

ecia

l rea

son,

avo

id b

lack

and

whi

te g

raph

ics

in y

our

slid

es

8. C

aptio

ns. U

se te

xt s

pari

ngly

. If

you

need

to u

se c

aptio

ns, u

se a

cle

ar a

nd s

impl

e ty

pefa

ce.

9. S

eque

nce.

Mak

e su

re th

e sl

ides

are

seq

uenc

ed in

the

prop

er o

rder

.

10. A

udio

visu

al c

ombi

natio

n. M

ost s

lides

are

acc

ompa

nied

by

an a

udio

tape

or

inst

ruct

or ta

lk. T

he a

udito

ry m

essa

ge s

houl

d no

tcl

ash

with

(or

be e

xtre

mel

y re

dund

ant w

ith)

the

visu

al m

essa

ge o

n th

e sl

ide.

173

172

73

How

To

Con

duct

a %

WA

-Thr

ough

1. P

lan

your

wal

k-th

roug

h ca

refu

lly to

obt

ain

usef

ul d

ata.

Inc

lude

in th

e pl

ande

tails

of

wha

t you

wan

t to

test

, and

wha

t typ

e of

data

you

nee

d. I

dent

ify

your

exp

erts

and

pre

pare

a s

ched

ule.

.Se

lect

the

stud

ents

on

the

basi

s of

the

info

rmat

ion

you

wan

t to

colle

ct.

3. U

se tw

o ex

pert

s fo

r ea

ch a

rea

of e

valu

atio

n. C

ompa

re th

eir

com

men

tsan

d de

cide

whi

ch o

nes

are

criti

cal

4. F

ocus

the

revi

ew o

f ea

ch e

xper

t by

givi

ng th

em a

cle

ar in

dica

tion

of th

e ty

peof

fee

dbac

k yo

u w

ant.

It is

not

eno

ugh

for

you

to p

lunk

dow

n a

set o

f m

ater

ials

and

say

, "I

wou

ld li

ke to

hav

e yo

ur c

omm

ents

."

5. Y

ou m

ay w

ant t

o pr

ovid

e th

e in

stru

ctio

nal o

bjec

tives

to s

ome

expe

rts

and

with

hold

them

fro

m o

ther

s. Y

ou s

houl

d be

inte

rest

ed in

fin

ding

out

the

reac

tions

of

peop

le w

ho a

re n

ot b

iase

d by

the

stat

emen

tsof

you

r in

tend

ed o

utco

mes

.

6. S

ugge

st to

the

expe

rts

that

they

mak

e su

itabl

e ch

ange

s on

the

mat

eria

ls. I

f th

is is

not

fea

sibl

e. a

sk th

em f

or s

peci

fic

solu

tions

rath

er th

an g

ener

al c

omm

ents

.

7. A

sk y

our

expe

rt to

giv

e th

e co

mm

ents

and

sug

gest

ions

inw

ritin

g. T

his

prov

ides

a u

sefu

l rec

ord

for

late

r re

view

.

8. C

ondu

ct a

deb

rief

ing

inte

rvie

w w

ith e

ach

expe

rt in

a f

ace-

to-f

ace

situ

atio

n or

ove

r th

e te

leph

one.

9. M

ake

the

expe

rts'

job

easi

er. S

ugge

st th

at th

ey m

ay d

icta

teth

eir

com

men

ts o

n a

cass

ette

tape

rat

h( r

than

wri

ting

them

dow

n.

1I

10.E

mph

asiz

e by

you

r w

ords

and

act

ions

that

you

take

the

wal

k th

roug

hse

riou

sly

and

not a

s a

polit

ical

exe

rcis

e Y

ou m

ay n

ot

be a

ble

to in

corp

orat

e al

l sug

gest

ions

, but

mak

e a

cons

ciou

s ef

fort

toco

nsid

er e

very

one

of

them

.

175

174

74

How

To

Con

duct

a D

evel

opm

enta

l Tes

t

BE

FOR

E Y

OU

R F

IRST

DE

VE

LO

PME

NT

AL

TE

STIN

G S

ESS

ION

:

1. C

lean

up

your

trai

ning

mat

eria

ls s

o th

at th

e st

uden

t is

not u

nnec

essa

rily

con

fuse

d. M

ake

sure

that

you

r pa

ges

are

not f

ull o

fty

pos

and

your

aud

iota

pe is

aud

ible

. Don

't st

rive

for

per

fect

ion

or b

ecom

e em

otio

nally

atta

ched

to y

our

prod

uct.

2 If

the

trai

ning

mat

eria

l doe

s no

t req

uire

the

stud

ent t

o m

ake

freq

uent

act

ive

resp

onse

s, p

repa

re a

set

of

rele

vant

que

stio

ns to

be in

ters

pers

ed a

t the

end

of

each

logi

cal u

nit.

3. P

repa

re a

cri

teri

on te

st to

mea

sure

the

trai

ning

obj

ectiv

es. I

f th

e m

ater

ial r

equi

res

spec

ific

ent

ry s

kills

and

kno

wle

dge,

prep

are

a pr

ereq

uisi

te te

st.

4. S

elec

t a s

mal

l gro

up (

five

to te

n) o

f st

uden

ts w

ho r

epre

sent

the

type

of

stud

ent f

or w

hom

the

trai

ning

mat

eria

l is

to b

ead

apte

d.

INIT

IAT

ING

TH

E D

EV

EL

OPM

EN

TA

L T

EST

ING

SE

SSIO

N:

6. B

egin

with

the

"sm

arte

r" a

nd m

ore

expr

essi

ve s

tude

nt T

ell y

our

grou

p an

d w

ork

with

him

or

her

indi

vidu

ally

.

7. M

ake

sure

that

the

stud

ent u

nder

stan

ds th

at it

is th

e m

ater

ial (

and

not h

im o

r he

r) th

at is

bei

ng e

valu

ated

and

that

you

are

ther

e to

obs

erve

and

not

8. D

o no

t aro

use

the

stud

ent's

anx

iety

leve

l by

form

ally

adm

inis

teri

ng th

e en

try

test

and

the

pret

est.

Info

rmal

ly in

terv

iew

the

stud

ent t

o fi

nd o

ut if

he

or s

he h

as th

e pr

ereq

uisi

te k

now

ledg

e. I

f un

sure

, use

sel

ecte

d pa

rts

of th

e en

try

test

. Als

o in

terv

iew

tofi

nd o

ut if

he

or s

he h

as a

lrea

dy a

chie

ved

som

e of

the

trai

ning

obj

ectiv

es. I

f un

sure

, use

sel

ecte

d pa

rts

of th

e cr

iteri

on te

st

9. H

ave

the

stud

ent w

orki

ng th

roug

h th

e m

ater

ial a

s so

on a

s po

ssib

le.

177

176

75

10. U

se th

e du

plic

ate

copy

or

scri

pt f

or r

ecor

ding

stu

dent

res

pons

es, r

emar

ks a

nd r

eact

ions

.

11. E

ncou

rage

and

rec

ord

stud

ent c

omm

ents

abo

ut le

vel.

Mak

e no

tes

of th

ese

rem

arks

at a

ppro

pria

te p

lace

s in

you

r du

plic

ate

copy

or

scri

pt.

12. E

ncou

rage

and

rec

ord

stud

ent c

omm

ents

abo

ut h

ow th

e m

ater

ial c

an b

e im

prov

ed.

113

Rec

ord

nonv

erba

l rea

ctio

ns o

f th

e st

uden

t whi

ch in

dica

te s

uch

thin

gs a

s co

nfus

ion,

fru

stra

tion,

and

bor

edom

. Bri

efly

pro

beth

e st

uden

t for

the

caus

e of

thes

e re

actio

ns if

it is

not

obv

ious

.

INT

ER

VE

NIN

G D

UR

ING

DE

VE

LO

PME

NT

AL

TE

STIN

G S

ESS

ION

S:

14. I

n sc

hedu

ling

your

ses

sion

, rem

embe

r to

allo

w ti

me

for

debr

iefi

ng a

ctiv

ities

. Try

to u

se th

e no

rmal

tim

e th

e st

uden

t wou

ldsp

end

wor

king

on

the

mat

eria

l und

er c

lass

room

con

ditio

ns. T

erm

inat

e th

e se

ssio

n be

fore

the

stud

ent g

ets

tired

.

15. I

f yo

u of

e te

rmin

atin

g th

e de

velo

pmen

tal t

estin

g se

ssio

n in

the

mid

dle,

mak

e su

re th

at y

ou d

o so

at t

he e

nd o

f so

me

logi

cal

unit

of in

stru

ctio

n.

16. I

nfor

mal

ly in

terv

iew

the

stud

ent t

o ch

eck

his

rete

ntio

n of

wha

t he

has

lear

ned

Use

cri

teri

on te

st it

ems

to s

truc

ture

this

info

rmal

17. D

ebri

ef th

e st

uden

t by

aski

ng h

im o

pen-

end

ques

tions

abo

ut th

e ef

fect

s of

the

trai

ning

mat

eria

l and

way

s to

impr

ove

it.

18 I

ncor

pora

te a

ll re

visi

ons

in th

e tr

aini

ng m

ater

ial a

s so

on a

s po

ssib

le a

fter

the

deve

lopm

enta

l tes

ting

sess

ion.

Cle

an u

p th

em

ater

ial f

or th

e ne

xt s

essi

on.

179

178

76

19. C

ondu

ct in

divi

dual

tryo

uts

with

new

stu

dent

s to

che

ck th

e re

vise

d ve

rsio

n. U

se th

e sa

me

proc

edur

e as

bef

ore.

Con

tinue

deve

lopm

enta

l tes

ting

sess

ions

unt

il th

e tr

aini

ng m

ater

ial b

egin

s to

pro

duce

con

sist

ent a

nd s

atis

fact

ory

resu

lts. A

t thi

s tim

em

ake

all n

eces

sary

rev

isio

ns a

nd p

rodu

ce m

ultip

le c

opie

s of

the

mat

eria

l.

SEC

ON

D P

HA

SE O

F D

EV

EL

OPM

EN

TA

L T

EST

ING

:

1. T

est t

he r

evis

ed tr

aini

ng m

ater

ial w

ith a

gro

up o

f st

uden

ts u

nder

act

ual c

lass

room

con

ditio

ns.

2.C

olle

ct s

tude

m r

espo

nses

to q

uest

ions

whi

ch a

re in

ters

pers

ed w

ithin

the

trai

ning

mat

eria

l and

in th

e cr

iteri

on te

st.

3. C

olle

ct s

tude

nt f

eedb

ack

on a

ttitu

de to

war

d th

e tr

aini

ng m

ater

ial a

nd s

ugge

stio

ns f

or

impr

ovem

ent.

4. C

onst

ruct

a m

atri

x of

stu

dent

res

pons

es to

dif

fere

nt q

uest

ions

. Ins

pect

this

mat

rix

to id

entif

y

erro

r pa

ttern

s w

hich

sug

gest

sec

tions

to b

e re

vise

d.

5. M

ake

suita

ble

chan

ges

in th

e tr

aini

ng m

ater

ials

to r

educ

e or

elim

inat

e pr

oble

m a

reas

.

CO

NT

INU

ED

DE

VE

LO

PME

NT

AL

TE

STIN

G:

6. K

eep

a m

aste

r co

py o

f th

e tr

aini

ng m

ater

ials

. Not

e do

wn

stud

ent p

robl

ems

and

sugg

estio

ns f

orim

prov

emen

t and

whe

n th

ey o

ccur

as

you

use

the

mat

eria

l in

your

cla

ssro

om.

7. P

erio

dica

lly r

evie

w y

our

accu

mul

ated

stu

dent

ver

ific

atio

n no

tes

and

mak

e ap

prop

riat

e ch

ange

s.

RE

VIS

ION

S:

0

181

77

8. M

aint

ain

suff

icie

nt e

mot

iona

l det

achm

ent f

rom

you

r tr

aini

ng m

ater

ial.

If s

tude

nt v

erif

icat

ion

feed

back

con

sist

ently

sho

ws

the

mat

eria

l to

be in

effe

ctiv

e, c

onsi

der

abor

ting

the

proj

ect a

nd

star

ting

from

scr

atch

. Don

't th

row

aw

ay g

ood

mon

ey a

nd e

ffor

t try

ing

to s

ave

usel

ess

mat

eria

ls.

9. D

on't

mak

e an

y ch

ange

s in

the

trai

ning

mat

eria

ls w

ithou

t jus

tifia

ble

caus

e. M

akin

g co

smet

ic

chan

ges

may

act

ually

red

uce

the

effe

ctiv

enes

s of

the

mat

eria

ls.

10 M

ore

teac

hing

and

telli

ng a

re n

ot a

lway

s th

e be

st w

ay to

impr

ove

the

trai

ning

eff

ectiv

enes

s of

the

mat

eria

l Whe

n st

uden

ts h

ave

prob

lem

s in

rec

allin

g th

e m

ain

idea

or

in a

pply

ing

a ru

le, y

oum

ay w

ant t

o se

arch

for

irre

leva

nt c

onte

nt a

nd a

ctiv

ities

and

elim

inat

e th

em. B

e es

peci

ally

ruth

less

with

cut

e pi

ctur

es w

hich

are

sup

pose

d to

enr

ich.

183

182

78

Rev

isio

ns B

ased

on

Dev

elop

men

tal T

est F

eedb

ack

IF.

Stud

ents

hav

e pr

oble

ms

with

con

cept

s.

Stud

ents

hav

e pr

oble

ms

in d

iscr

imin

atio

n(m

ista

ke n

onex

ampl

es f

or e

xam

ples

)

Stud

ents

rec

all t

he w

ords

but

can

not

appl

y a

rule

Stud

ents

ans

wer

que

stio

ns w

hile

wor

king

thro

ugh

the

mat

eria

l, bu

t fai

l in

the

fina

l tes

t

Stud

ents

com

e ba

ck to

che

ck w

ith y

ou o

nth

e co

rrec

tnes

s of

thei

r an

swer

s or

do

not

unde

rsta

nd w

hy th

eir

answ

er is

inco

rrec

t

184

TH

EN

con

side

r th

is.

Use

a n

umbe

r of

con

cret

e ex

ampl

es. C

hoos

e ex

ampl

es th

at a

re c

lear

-cut

and

uncl

utte

red

prin

cipl

es, a

nd r

ules

to in

trod

uce

the

conc

ept.

Mak

e su

re th

atth

ese

exam

ples

are

mea

ning

ful t

o th

e st

uden

ts. S

tren

gthe

n m

aste

ry w

ith m

ore

com

plex

exa

mpl

es la

ter.

Pres

ent a

num

ber

of n

onex

ampl

es a

nd p

oint

out

wha

t cri

tical

attr

ibut

es th

eyla

ck .B

egin

with

obv

ious

non

exam

ples

and

mov

e to

war

d su

btle

r on

es th

atre

quir

e fi

ner

disc

rim

inat

ions

.

Prov

ide

mor

e op

port

uniti

es f

or a

ctiv

e pa

rtic

ipat

ion,

. Bui

ld a

var

iety

of

ques

tions

and

app

licat

ion

exer

cise

s in

the

mat

eria

l.

Inco

rpor

ate

freq

uent

rev

iew

s an

d in

crea

se th

e nu

mbe

r of

opp

ortu

nitie

s fo

rac

tive

part

icip

atio

n

Prov

ide

built

-in

feed

back

in th

e m

ater

ial.

Hav

e fe

edba

ck s

tate

men

ts g

ive

diag

nost

ic in

form

atio

n ra

ther

than

mer

ely

telli

ng th

e st

uden

t if

he o

r sh

e is

corr

ect o

r in

corr

ect.

185

79

Rev

isio

ns B

ased

on

Dev

elop

men

tal

Tes

t Fee

dbac

k

IF .

Stud

ents

rec

all i

ndiv

idua

l ste

psin

a

proc

edur

e bu

t can

not a

pply

the

entir

epr

oced

ure

in th

e ri

ght o

rder

Stud

ent p

rovi

de c

orre

ct a

nsw

ers

in th

e

fina

l tes

t but

can

not u

se th

eir

skill

s/kn

owle

dge

at a

late

r tim

e

Stud

ents

are

con

stan

tlygu

essi

ng o

n

answ

ers

toqu

estio

ns

Stud

ents

con

sist

ently

fai

l to

achi

eve

the

obje

ctiv

es o

f th

e tr

aini

ngm

ater

ials

Stud

ents

hav

e pr

oble

ms

unde

rsta

ndin

g a

conc

ept

TH

EN

con

side

r th

is

You

are

pro

babl

y di

stra

ctin

gth

em w

ith e

xerc

ises

in e

ach

step

.

Beg

in w

ith a

n ex

ampl

e of

com

plet

e ap

plic

atio

n. P

rese

ntla

rger

chu

nks

of

step

s be

fore

ask

ing

the

stud

ent t

o ap

ply

them

.Pr

ovid

e ad

ditio

nal e

xerc

ises

in

reca

lling

the

sequ

ence

.

Del

iber

atel

y bu

ild u

p an

app

licat

ion

unit.

Use

a w

ide

vari

ety

ofex

ampl

es to

dem

onst

rate

the

tran

sfer

of

the

skill

s an

d kn

owle

dge

to o

ther

curr

icul

um a

reas

and

to r

eal-

life

situ

atio

ns.

Prov

ide

addi

tiona

l ins

truc

tion.

Use

inco

rrec

t gue

sses

to id

entif

yth

e ty

pes

of

stud

ent m

isco

ncep

tions

and

prov

ide

suita

ble

rem

edia

lin

stru

ctio

n.

It is

pos

sibl

e th

at y

ou a

reat

tem

ptin

g to

o bi

g a

jum

p to

o so

on.

sim

plif

ying

your

obj

ectiv

e is

ale

gitim

ate

revi

sion

. It i

s be

tter

for

mor

e st

uden

ts to

ach

ieve

low

er-l

evel

obj

ectiv

es th

an f

or n

ost

uden

t to

achi

eve

your

high

er-l

evel

one

s.

Che

ck th

e le

vel o

f yo

urla

ngua

ge. U

nles

s ab

solu

tely

requ

ired

by

the

trai

ning

obje

ctiv

es, a

void

dif

ficu

lt w

orts

and

com

plex

sen

tenc

e pa

ttern

s.E

ven

if y

our

obje

ctiv

es c

all f

or th

e m

aste

ryof

unc

omm

on v

ocab

ular

yan

d co

mpl

ex

sent

ence

s, s

tart

with

sim

ple

and

easy

lang

uage

.

Stud

ents

hav

e di

ffic

ulty

reca

lling

ear

lier

info

rmat

ion

Con

side

r di

vidi

ng in

stru

ctio

nin

to s

mal

ler

units

. Als

o us

e a

suita

ble

syst

em

of ti

tles

and

head

ings

whi

ch p

rovi

de s

truc

tura

l hoo

ksfo

r th

e re

cal:

of

info

rmat

ion.

Stud

ents

hav

e pr

oble

ms

reca

lling

info

rmat

ion

See

if r

eseq

uenc

ing

will

hel

p.A

mor

e lo

gica

l or

deve

lopm

enta

l org

aniz

atio

n

can

impr

ove

the

mas

tery

of

the

cont

ent

1f18

781

)

Rev

isio

ns B

ased

on

Dev

elop

men

tal T

est F

eedb

ack

IF.

TH

EN

con

side

r th

is

Stud

ents

fee

l fru

stra

ted

from

the

begi

nnin

g

Stud

ents

kee

p co

min

g ba

ck to

you

with

ques

tions

Stud

er).

- ha

ve p

robl

ems

unde

rsta

ndin

gth

e tr

aini

ng g

oals

Stud

ents

are

con

fuse

d ab

out s

ome

of th

eco

ncep

ts

188

The

y m

ay la

ck s

ome

prer

equi

site

ski

lls a

nd k

now

ledg

e. C

heck

out

this

hyp

othe

sis

If tr

ue, p

rodu

ce b

ridg

ing

mat

eria

ls to

pre

cede

you

rtr

aini

ng m

ater

ial.

Perh

aps

the

trai

ning

mat

eria

ls m

ay n

ot b

e su

itabl

e fo

r us

e in

a s

elf-

trai

ning

mod

e. A

n ef

fici

ent w

ay o

f re

visi

ng th

e m

ater

ial i

s to

inco

rpor

ate

it w

ithin

atu

tori

ng s

et-u

p. T

his

requ

ires

you

to p

repa

re tr

aini

ng m

ater

ials

for

pee

r or

para

prof

essi

onal

tuto

rs to

com

pens

ate

for

the

defi

cien

cies

of

the

mat

eria

l.

Beg

in w

ith a

pre

view

or

adva

nce

orga

nize

r. U

se n

onte

chni

cal l

angu

age

tobr

iefl

y pr

esen

t wha

t the

stu

dent

will

be

able

to d

o up

onco

mpl

etio

n of

the

trai

ning

mat

eria

l.

Try

illu

stra

tions

and

vis

uals

. A s

ingl

e di

agra

m m

aypr

esen

t the

str

uctu

re o

f a

conc

ept m

uch

mor

e cl

earl

yth

an te

n th

ousa

nd w

ords

.

189

81

Mat

eria

ls D

evel

opm

enic

Eva

luat

ion

Qua

lity Fina

l mat

eria

ls

Subj

ect-

mat

ter

.-

*Dev

elop

men

tal t

estin

gW

alk-

thro

ugh

proc

ess

Fiel

d te

stpr

oces

sSt

uden

ts f

or te

stin

g

70

*Dat

a co

llect

ion

BE

ST

CO

PY

AV

AIL

AB

LE19

1

Mat

eria

ls D

evel

opm

ent E

valu

atio

n

Form

ativ

e C

rite

ria

Que

stio

nsR

atin

g an

d C

omm

ents

LO

WH

IGH

12

34

5

Prod

uctio

n qu

ality

Inst

ruct

iona

l qua

lity

Subj

ect-

mat

ter

qual

ity

Wal

k-th

roug

h pr

oces

s

Dev

elop

men

tal t

estin

gpr

oces

s

192

Do

the

fina

l mat

eria

ls d

emon

stra

te

high

pro

duct

ion

qual

ity in

the

sele

cted

inst

ruct

iona

l med

ia a

nd

deliv

ery

stra

tegy

?

Do

the

fina

l mat

eria

ls r

efle

ct

appr

opri

ate

appl

icat

ion

ofin

stru

ctio

nal d

esig

n pr

inci

ples

?

Is th

e co

nten

t pre

sent

ed in

the

cour

se a

ccur

ate,

app

ropr

iate

, and

up-t

o-da

te?

Wer

e th

e dr

aft m

ater

ials

rev

iew

ed b

yap

prop

riat

e ex

pert

s an

d re

vise

dac

cord

ing

to th

eir

feed

back

?

Wer

e th

e pr

otot

ype

inst

ruct

iona

lm

ater

ials

sub

ject

ed to

indi

vidu

al o

rsm

all g

roup

dev

elop

men

tal t

ests

and

revi

sed

on th

e ba

sis

of th

e fe

edba

ck?

193

82

Mat

eria

ls D

evel

opm

ent E

valu

atio

n

Form

ativ

e C

rite

ria

uest

ions

Fiel

d te

st p

roce

ss

Stud

ents

for

test

ing

Dat

a co

llect

ion

194

Wer

e th

e ne

ar f

inal

ver

sion

s of

the

mat

eria

l sub

ject

ed to

an

appr

opri

ate

test

und

er f

ield

con

ditio

ns a

ndre

vise

d on

the

basi

s of

the

find

ings

?

Are

the

deve

lopm

enta

l/fie

ld te

stst

uden

ts r

epre

sent

ativ

e of

the

targ

etpo

pula

tion?

Has

the

deve

lopm

enta

Ufi

eld

test

been

pla

nned

ade

quat

ely

to c

olle

ctre

liabl

e an

d va

lid d

ata?

Hav

e da

taco

llect

ion

form

s, in

stru

men

ts, a

ndeq

uipm

ent b

een

appr

opri

atel

ypr

epar

ed?

Rat

ing

and

Com

men

tsL

OW

HIG

H1

23

45

195

83

"M3,:z.o,

Vid

eo R

evie

w

exce

llent

PAR

T I

. OV

ER

AL

L R

EV

IEW

poor

1. I

s th

e pr

oble

m c

lear

ly d

efin

ed?

12

34

5

2. S

tate

men

t of

obje

ctiv

es. (

Are

the

cour

se o

bjec

tives

sta

ted

in a

nac

cept

able

for

mat

?)1

23

45

3. T

ests

(or

test

spe

cifi

catio

ns).

(D

o th

e te

sts

or th

eir

spec

ific

atio

nsdi

rect

ly m

easu

re th

e ac

hiev

emen

t of

all i

nstr

uctio

nal o

bjec

tives

?)1

23

45

4. W

as a

Lea

rner

ana

lysi

s pr

oper

ly c

ondu

cted

?1

23

45

5. D

oes

the

Tra

inin

g N

eed

anal

ysis

incl

ude

a de

taile

d lis

ting

of1

23

45

Skill

s an

d K

now

ledg

e N

eces

sary

?

6. I

s th

e St

ory-

boar

d cl

ear

and

conc

ise

and

wel

l org

aniz

ed?

12

34

5

7. I

s th

e Sc

ript

cle

ar a

nd c

onci

se a

nd w

ell o

rgan

ized

?1

23

45

8. D

oes

the

vide

o te

ll a

logi

cal,

belie

vabl

e an

d re

leva

nt s

tory

?1

23

45

9. D

iffi

culty

leve

l. (I

s th

e di

ffic

ulty

leve

l of

the

cour

se s

uite

dto

the

targ

et p

opul

atio

n ra

ther

than

bei

ng to

o ha

rd o

r to

o ea

sy'?

)1

23

45

10. L

earn

ing

activ

ities

(D

oes

the

cour

se in

clud

e ap

prop

riat

ele

arni

ng a

ctiv

ities

for

dif

fere

nt e

vent

s of

inst

ruct

ion'

?)1

23

45

19B

199

84

Vid

eo R

evie

w

PAR

T I

I. F

ilm D

esig

n V

aria

bles

I.C

lari

ty o

f co

nten

t. M

eani

ng a

nd O

rgan

izat

ion

Sim

ple,

suc

cinc

t ver

bal c

omm

enta

ry. D

o no

t con

fuse

or

inun

date

the

perc

eptu

al f

ield

s us

ed in

lear

ning

Wat

ch e

labo

rate

atte

ntio

n ga

inin

g de

vise

s or

ove

r ex

tens

ive

use

of o

ptic

al e

ffec

ts.

No

extr

aneo

us d

evic

es a

nd e

ffec

ts.

2. R

ate

of D

evel

opm

ent.

Freq

uenc

y an

d/or

rat

e of

pro

duci

ng f

acts

.

Rat

e sh

ould

be

chal

leng

ing

but n

ot to

o sl

ow, r

ate

shou

ld b

e ai

med

at t

he m

edia

n le

arne

r.U

se p

revi

ous

lear

ner

anal

ysis

to d

eter

min

e ra

te f

or e

ach

"cha

nce'

of

info

rmat

ion.

Con

side

r w

hat l

earn

ers

will

be

doin

g w

hile

vie

win

g th

e in

form

atio

n; i.

e. li

sten

ing,

wri

ting,

rol

e-pl

ay.

Film

leng

th v

s. c

onte

nt, k

eep

cont

ent t

o m

anag

eabl

e am

ount

but

spe

ed th

e pr

ogra

m to

get

con

tent

acr

oss

if n

eces

sary

.

3. R

epet

ition

and

Fre

quen

cy. C

an h

ave

a si

gnif

ican

t im

pact

on

lear

ning

but

mus

t be

mon

itore

d fo

r fa

tigue

and

mon

oton

y.

Sum

mar

ies

sign

ific

ant c

hunk

s an

d co

nclu

sion

Dec

lara

tive

Stat

emen

ts w

ith I

nser

ted

ques

tions

Tes

ting

Pre,

Pos

t and

Em

bedd

edW

ritte

n st

udy

guid

es a

nd o

utlin

esSi

mul

tane

ous

visu

al a

nd a

udito

ry m

essa

ges

Lea

rner

con

trol

the

num

ber

of r

epet

ition

s th

ey w

ould

like

201

u0

85

Vid

eo R

evie

w

4. P

ract

ice

and

Feed

back

. Mak

e yo

ur p

rogr

am a

ctiv

e by

ask

ing

ques

tions

, usi

ng r

ole

play

and

sim

ulat

ion

Splic

e in

que

stio

ns e

tc. a

nd s

top

the

prog

ram

for

set

tim

e to

allo

w p

artic

ipan

t to

form

ulat

e re

spon

seL

eave

film

, pro

gram

ope

n en

ded

allo

w d

iscu

ssio

n at

end

to c

ompl

ete

the

pass

age.

5. P

artic

ipat

ion

and

Invo

lvem

ent

.Pr

ogra

m s

houl

d be

pro

duce

d ju

st a

s if

the

lear

ner

was

ther

e in

the

actio

n.

Shou

ld b

e fr

om th

e vi

ewer

s pe

rspe

ctiv

eU

se s

cena

rio

that

is f

amili

ar to

lear

ner

and

one

that

he

can

rela

te to

Use

cha

ract

ers

that

will

be

judg

ed a

s pr

estig

ious

Ass

ign

a ch

arac

ter

to le

arne

r or

gro

ups

of le

arne

rs d

iscu

ss th

e ro

le a

t con

clus

ion.

203

202

86

Mat

eria

ls D

evel

opm

ent S

hort

cuts

IU

se m

ore

wal

k-th

roug

h an

d le

ss f

ield

test

ing.

2.C

ondu

ct f

ewer

dev

elop

men

tal t

ests

and

fie

ld te

sts.

3.A

ct a

s th

e fi

eld

test

inst

ruct

or y

ours

elf

4.D

o no

t inc

lude

all

subg

roup

s in

the

fiel

d te

st.

5.R

elax

fie

ld c

ondi

tion

requ

irem

ents

, if

nece

ssar

y.

6.D

o no

t mea

sure

trai

nee

reac

tions

to c

ours

e.

7R

ecor

d da

ta o

nly

on m

ajor

cha

nges

to b

e m

ade.

8.A

llow

inst

ruct

ors

to c

orre

ct m

inor

pro

blem

s.

205

204

87

IMPL

EM

EN

TA

TIO

N

Plan

ning

for

the

pilo

t tes

ting

of th

e co

urse

sho

uld

occu

r as

ear

ly a

s po

ssib

le in

the

trai

ning

dev

elop

men

t pro

cess

.

Res

pons

ibili

ty f

or a

ll ne

cess

ary

envi

ronm

enta

l ite

ms

such

as

room

and

equ

ipm

ent n

eed

to b

e de

term

ined

and

doc

umen

ted.

Sche

dulin

g of

the

initi

al o

ffer

ing

and

freq

uenc

y an

d du

ratio

n of

cla

sses

onc

e th

e co

urse

is b

roug

ht o

n-st

ream

als

o ne

ed to

be

agre

ed to

. The

man

ager

sho

uld

wor

k cl

osel

y w

ith th

e cl

ient

,SM

E's

and

oth

ers

that

nee

d to

be

pres

ent i

n or

der

to a

ssur

e th

e

cour

se c

an b

e de

liver

ed im

med

iate

ly u

pon

com

plet

ion.

The

pre

dom

inan

t par

t of

the

audi

ence

sho

uld

be m

embe

rs o

f th

e ta

rget

audi

ence

. The

teac

her/

inst

ruct

or s

houl

d al

so b

e pr

esen

t for

the

initi

al o

ffer

ing

in o

rder

to g

athe

r re

al ti

me

feed

back

fro

m th

e

part

icip

ants

and

doc

umen

t any

cha

nges

that

may

be

need

ed. D

urin

g im

plem

enta

tion

clue

s to

look

for

incl

ude

(Abe

lla 1

986.

) :

1. P

artic

ipan

ts ta

lkin

g or

not

talk

ing

abou

t the

pro

gram

. 2. N

on-p

artic

ipan

ts n

ot b

eing

enc

oura

ged

to jo

in in

con

vers

atio

ns. 3

.

Man

y cy

nica

l rem

arks

. 4. P

artic

ipan

ts n

ot d

oing

ass

ignm

ents

. 5. P

artic

ipan

ts a

re la

te a

t sta

rt o

r br

eaks

or

skip

out

alto

geth

er.

6. P

artic

ipan

ts d

o no

t ask

for

hel

p or

add

ition

al in

form

atio

n or

idea

s. 7

. Hum

orou

s re

mar

ks m

ade

in c

lass

that

hav

e no

con

nect

ion

to c

lass

act

iviti

es. A

ll th

ese

may

be

sign

s of

impe

ndin

g pr

oble

ms

that

nee

d fu

rthe

r in

vest

igat

ion

adju

stm

ent.

The

adj

ustm

ents

havi

ng b

een

mad

e it

is n

ow ti

me

for

the

full

rele

ase

of th

e pr

ogra

m. T

his

shou

ld o

nly

be d

one

whe

n th

e fo

llow

ing

have

bee

n

answ

ered

to th

e cl

ient

s an

d yo

ur s

atis

fact

ion:

1 W

as th

e or

igin

al n

eed

accu

rate

ly d

efin

ed?

2 W

ere

the

obje

ctiv

es a

ppro

pria

te to

mee

t the

nee

d?

3 D

oes

the

prog

ram

des

ign

achi

eve

the

obje

ctiv

e?20

7

206

88

4. I

s th

e co

nten

t app

ropr

iate

to th

e ob

ject

ive?

5. A

re th

e m

ater

ials

of

good

qua

lity?

inte

rest

ing

and

wel

l wri

tten?

6. D

o th

e m

ater

ials

do

wha

t the

des

ign

inte

nds

them

to d

o?

208

209

89

Che

cklis

t of

Act

iviti

es d

urin

g Im

plem

enta

tion

Spec

ify

requ

irem

ents

For

inst

ruct

ors

or a

dmin

istr

ator

s of

the

cour

se.

Tra

inin

g fa

cilit

ies

and

equi

pmen

t.

Secu

re Suita

ble

inst

ruct

iona

l sta

ff.

Suita

ble

adm

inis

trat

ors

for

self

-pac

ed c

ours

es.

Coo

rdin

ate

Sche

dule

trai

ning

to m

eet o

rgan

izat

iona

l nee

ds.

Mon

itor

impl

emen

tatio

n of

the

cour

se w

ith c

ount

erpa

rts

in o

ther

orga

niza

tions

Eva

luat

ion.

Plan

for

sui

tabl

e fo

llow

-up

eval

uatio

n.

Prep

are

stra

tegi

es a

nd in

stru

men

tsfo

r da

ta c

olle

ctio

n du

ring

fol

low

-up

eval

uatio

n.

Ana

lyze

dat

a fr

om f

ollo

w-u

p ev

alua

tion.

Prep

are

follo

w-u

p ev

alua

tion

repo

rt.

21.1

2d)

90

Inst

ruct

iona

l Tec

hnol

ogy

Rev

iew

OV

ER

AL

L R

EV

IEW

Del

iver

y St

rate

gy s

ee jo

b ai

d "T

rain

ing

Del

iver

y st

rate

gies

"St

atem

ent o

f O

bjec

tives

Tes

ting

Lev

el 2

*Cou

rse

Con

tent

Met

hods

Med

ia

*Lea

rnin

g A

ctiv

ities

*.

212

Inst

ruct

iona

l Tec

hnol

ogy

Rev

iew

PAR

T I

. OV

ER

AL

L R

EV

IEW

1D

eliv

ery

stra

tegy

. (Is

the

deliv

ery

stra

tegy

the

mos

t cos

t-ef

fect

ive

one?

)

2. S

tate

men

t of

obje

ctiv

es. (

Are

the

cour

se o

bjec

tives

sta

ted

inan

acce

ptab

le f

orm

at?)

3. T

ests

(or

test

spe

cifi

catio

ns).

(D

o th

e te

sts

or th

eir

spec

ific

atio

nsdi

rect

ly m

easu

re th

e ac

hiev

emen

t of

all i

nstr

uctio

nal o

bjec

tives

?)

4 C

ours

e co

nten

t. (D

oes

the

cour

se p

rese

nt a

ll cr

itica

l inf

orm

atio

nre

late

d to

the

obje

ctiv

es r

athe

r th

an n

ice-

to-k

now

, sup

erfl

uous

, or

triv

ial f

acts

?)

5. I

nstr

uctio

nal m

edia

. (D

oes

the

cour

se u

se th

e m

ost c

ost-

effe

ctiv

eco

mbi

natio

n of

med

ia?)

6. I

nstr

uctio

nal m

etho

d. (

Doe

s th

e co

urse

use

the

mos

t cos

t-ef

fect

ive

com

bina

tion

of in

stru

ctio

nal m

etho

ds?)

7. L

earn

ing

activ

ities

. (D

oes

the

cour

se in

clud

e ap

prop

riat

e le

arni

ngac

tiviti

es f

or d

iffe

rent

eve

nts

of in

stru

ctio

n?)

8. P

rodu

ctio

n qu

ality

. (D

o th

e m

edia

ach

ieve

hig

h pr

oduc

tion

stan

dard

s?)

poor

exce

llent

12

34

5

12

34

5

12

34

5

12

34

5

12

34

5

12

34

5

12

34

5

12

34

5

21.4

215

Inst

ruct

iona

l Tec

hnol

ogy

Rev

iew

Part

II

Con

grue

ncy

Che

ck*

Inpu

tsPr

oced

ure

*Out

puts

Will

the

activ

ities

ena

ble

the

stud

ent t

opr

oces

sth

e co

nten

t and

ach

ieve

the

obje

ctiv

ein

the

mos

t eff

icie

nt a

nd e

ffec

tive

man

ner

poss

ible

?

216

217

9. D

iffi

culty

leve

l. (I

s th

e di

ffic

ulty

leve

l of

the

cour

se s

uite

dto

the

targ

et p

opul

atio

n ra

ther

than

bei

ng to

o ha

rd o

r to

o ea

sy?)

10 P

ract

ice

and

revi

ew. (

Doe

s th

e co

urse

pro

vide

app

ropr

iate

oppo

rtun

ities

for

the

prac

tice

and

revi

ew o

f cr

itica

l ski

lls a

ndkn

owle

dge?

)

11. F

eedb

ack

to s

tude

nts.

(D

oes

the

cour

se h

ave

prov

isio

ns f

orim

med

iate

fee

dbac

k to

stu

dent

s af

ter

they

com

plet

e va

riou

sex

erci

ses

and

test

s?)

12. T

rans

fer

and

appl

icat

ion.

(D

oes

the

cour

se e

mph

asiz

e th

eap

plic

atio

n of

ski

lls a

nd k

now

ledg

e to

job/

task

per

form

ance

?)

12

34

5

12

34

5

12

34

5

12

34

5

PAR

T H

. CO

NG

RU

EN

CY

CH

EC

K

1. B

rief

ly d

escr

ibe

the

perf

orm

ance

pro

blem

whi

ch y

our

cour

se is

des

igne

d to

sol

ve.

2. B

rief

ly d

escr

ibe

the

skilU

know

ledg

e re

quir

emen

ts f

or y

our

cour

se.

3. S

umm

ariz

e th

e ov

eral

l ins

truc

tiona

l obj

ectiv

es f

or y

our

cour

se.

4. O

btai

n a

copy

of

the

post

test

for

you

r co

urse

.

5. C

olle

ct a

ll th

e m

ater

ials

that

pro

ide

the

cont

ent f

or th

e co

urse

.

6. L

ist a

ll th

e im

port

ant t

each

ing-

lear

ning

act

iviti

es in

you

r co

urse

.

219

218

92

HO

W T

O D

O T

HE

CO

NG

RU

EN

CY

CH

EC

K:

I. C

heck

you

r st

atem

ent o

f th

e pe

rfor

man

ce p

robl

em a

gain

st th

e co

rpor

ate

mis

sion

and

goa

ls

Is th

is p

erfo

rman

ce p

robl

em w

orth

sol

ving

?

2. C

ompa

re y

our

skill

/kno

wle

dge

requ

irem

ents

aga

inst

the

perf

orm

ance

pro

blem

.

If y

our

targ

et p

erfo

rmer

s ac

quir

e th

ese

skill

s an

d kn

owle

dge,

will

it e

limin

ate

the

perf

orm

ance

pro

blem

?

3. C

ompa

re y

our

over

all g

oal f

or th

e co

urse

(an

d ot

her

inst

ruct

iona

l obj

ectiv

es)

agai

nst y

our

skill

/kno

wle

dge

requ

irem

ents

.

Are

the

obje

ctiv

es d

irec

tly r

elat

ed to

the

skill

s an

d kn

owle

dge?

4. C

ompa

re y

our

post

test

aga

inst

the

inst

ruct

iona

l obj

ectiv

es f

or th

e co

urse

.

Doe

s th

e te

st m

easu

re th

e ac

hiev

emen

t of

thes

e in

stru

ctio

nal o

bjec

tives

?

5. C

heck

the

cour

se c

onte

nts

agai

nst t

he f

inal

test

.

Will

thes

e co

nten

ts h

elp

the

stud

ent a

chie

ve a

hig

h sc

ore

on th

e po

stte

st?

6. C

ompa

re y

our

teac

hing

-lea

rnin

g ac

tiviti

es a

gain

st th

e co

urse

con

tent

s an

d th

e po

stte

st

221

24,0

93

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n.

How

To

Intr

oduc

ea

Cou

rse

O F

ocus

b444

9::A

l

O P

lann

ing T

eam

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kM

ater

ials

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ruct

or

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ion

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ent s

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tion

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,, ...

444:

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t

How

To

Intr

oduc

e a

Cou

rse

I. F

ocus

. As

you

plan

for

the

inau

gura

l off

erin

g of

the

cour

se, r

emem

ber

the

purp

ose

of th

e ac

tivity

:

- T

o fa

mili

ariz

epo

tent

ial u

sers

of

the

cour

se w

ith it

s fe

atur

es.

- T

o pr

ovid

ein

itial

trai

ning

for

thos

e re

spon

sibl

e fo

r im

plem

entin

g th

e co

urse

.

2. P

lann

ing.

Pla

n fo

r th

e in

trod

uctio

n of

the

cour

se a

s ea

rly

in th

e tr

aini

ng d

evel

opm

ent p

roce

ss a

s po

ssib

le. (

Such

ear

lypl

anni

ng w

ill e

nsur

e th

at th

ere

is n

o si

gnif

ican

t del

ay b

etw

een

the

fiel

d te

st a

nd th

e im

plem

enta

tion.

)

3. T

eam

wor

k. W

ork

with

you

r cl

ient

, Tra

inin

g M

anag

er, a

nd T

rain

ing

Del

iver

y pe

rson

nel t

o pl

an f

or -

the

intr

oduc

tion

of y

our

cour

se.

4. D

etai

ls. W

ith o

ther

mem

bers

of

the

impl

emen

tatio

n te

am, w

ork

out a

dis

trib

utio

n of

rol

es a

nd r

espo

nsib

ilitie

s, a

dmin

istr

ativ

ede

tails

, and

bud

get.

5. S

tude

nt s

elec

tion.

Spe

cify

targ

et s

tude

nts

for

the

cour

se a

nd th

e nu

mbe

r of

stu

dent

s to

be

trai

ned

each

tim

e th

e co

urse

isof

fere

d. W

orki

ng w

ith o

ther

s, s

elec

t sui

tabl

e st

uden

ts f

or th

e in

trod

uctio

n.

6. L

ocat

ion

Wor

king

with

oth

er m

embe

rs o

f yo

ur te

am, i

dent

ify

a su

itabl

e si

te f

or th

e in

trod

uctio

n. I

f po

ssib

le, o

ffer

the

cour

seat

a c

lient

's lo

catio

n.

7. M

ater

ials

Mak

e m

ultip

le c

opie

s of

Stu

dent

Gui

des,

Ins

truc

tor

Gui

des,

and

oth

er c

ours

e m

ater

ials

. Pac

kage

thes

e m

ater

ials

and

ship

them

to th

e co

urse

loca

tion,

wel

l ahe

ad o

f th

e sc

hedu

led

date

.

8. I

nstr

ucto

r Id

entif

y re

quir

emen

ts f

or in

stru

ctor

s fo

r th

e co

urse

. Sel

ect a

sui

tabl

e in

stru

ctor

for

the

intr

oduc

tion.

Tra

in th

ein

stru

ctor

to im

plem

ent t

he c

ours

e

224

225

94

9. M

onito

ring

. Sup

ervi

se th

e ac

tiviti

es o

f th

e in

stru

ctor

. Pro

vide

nec

essa

ry g

uida

nce

and

feed

back

.

10. R

evis

ion.

Alth

ough

"fi

nal"

rev

isio

ns h

ave

been

com

plet

edea

rlie

r af

ter

the

fiel

d te

st, y

ou m

ay id

entif

y a

few

new

pro

blem

s

duri

ng th

e in

trod

uctio

n. M

ake

suita

ble

revi

sion

s as

soo

n as

pos

sibl

e.

227

226

95

How

to P

re a

re I

nstr

ucto

rs

1In

stru

ctor

rol

e. A

s yo

u de

velo

p th

e co

urse

, pay

spe

cial

atte

ntio

n to

the

role

s an

d re

spon

sibi

litie

s of

the

inst

ruct

or. T

hese

may

rang

e fr

om a

dmin

iste

ring

a s

elf-

inst

ruct

iona

l cou

rse

(in

whi

ch c

ase

the

inst

ruct

or w

ill b

e re

ferr

ed to

as

the

cour

sead

min

istr

ator

)to

prov

idin

g al

l the

con

tent

and

act

iviti

es. M

ake

a no

te o

f al

l maj

or in

stru

ctor

act

iviti

es.

2. G

uide

pre

para

tion.

Pre

pare

a c

ompr

ehen

sive

gui

de f

or a

n in

stru

ctor

-led

, mat

eria

ls-b

ased

cou

rse.

With

the

othe

r ty

pes

of c

ours

es,

prep

are

a su

itabl

e in

stru

ctor

or

adm

inis

trat

or g

uide

.

3. I

nstr

ucto

r re

quir

emen

ts. T

hrou

ghou

t the

dev

elop

men

t of

the

cour

se, n

ote

dow

n va

riou

s re

quir

emen

ts f

or th

e in

stru

ctor

. Cla

ssif

yth

ese

requ

irem

ents

in te

rms

of s

ubje

ct-m

atte

r ex

pert

ise,

trai

ning

ski

lls, a

nd im

plem

enta

tion

skill

s.

4. S

elec

tion.

Wor

king

with

the

clie

nt, T

rain

ing

Man

ager

, and

Tra

inin

g D

eliv

ery

pers

onne

l, de

cide

how

man

y in

stru

ctor

s ar

e ne

eded

to im

plem

ent t

he c

ours

e. I

dent

ify

and

recr

uit s

uita

ble

cand

idat

es f

or th

e in

stru

ctor

's jo

b.

5. F

amili

ariz

atio

n. W

alk

the

inst

ruct

ors

thro

ugh

the

cour

se m

ater

ials

. Hav

e th

e in

stru

ctor

rev

iew

the

mat

eria

ls a

nd p

repa

re a

list

of

ques

tions

. Cla

rify

the

cont

ent a

nd f

orm

at o

f th

e co

urse

.

6. T

rain

ing.

Tra

in th

e in

stru

ctor

in a

s cl

ose

to a

n on

-the

-job

situ

atio

n as

pos

sibl

e. H

ere

is a

n ap

prop

riat

e tr

aini

ng s

eque

nce:

Hav

e th

e in

stru

ctor

atte

nd a

s a

stud

ent w

hile

you

teac

h th

e co

urse

.

Hav

e th

e in

stru

ctor

obs

erve

you

whi

le y

ou te

ach

the

cour

t,H

ave

the

inst

ruct

or te

ach

som

e pa

rts

of th

e co

urse

whi

le y

ou te

ach

the

othe

rs.

Ask

the

inst

ruct

or to

teac

h th

e co

urse

whi

le y

ou o

bser

ve.

Ask

the

inst

ruct

or to

teac

h th

e co

urse

on

his

or h

er o

wn.

Be

avai

labl

e fo

r as

sist

ance

7. F

ollo

w-u

p M

onito

r th

e in

stru

ctor

's p

erfo

rman

ce f

rom

tim

e to

tim

e. P

rovi

de a

ppro

pria

tesu

gges

tions

to th

e in

stru

ctor

.

229

228

96

How

To

Prep

are

Inst

ruct

iona

l Mat

eria

ls

I. M

aste

r co

py. S

oon

afte

r th

e fi

eld

test

, mak

e fi

nal c

hang

es in

the

inst

ruct

iona

l pac

kage

. Pre

pare

a m

aste

r co

py o

fall

cour

se

mat

eria

ls.

2. L

ist.

Prep

are

a lis

t of

all m

ater

ials

for

the

cour

se. B

e su

re to

incl

ude

the

follo

win

g:Pr

ecou

rse

mat

eria

lsSt

uden

t Gui

deO

ther

stu

dent

use

mat

eria

lsJo

b ai

dsC

ase

mat

eria

lsIn

stru

ctor

Gui

deB

ackg

roun

d re

adin

gs f

or th

e in

stru

ctor

Ove

rhea

d tr

ansp

aren

cies

Med

iate

d m

ater

ials

(vi

deot

ape,

aud

iota

pe, o

r sl

ides

)T

ests

(an

d ot

her

mea

suri

ng in

stru

men

ts)

3. M

ock-

up. P

rodu

ce o

ne c

opy

of e

ach

mat

eria

l in

its f

inal

for

m. I

f th

e pa

ges

are

to b

e co

pied

fro

ntan

d ba

ck, v

erif

y th

ey a

reco

pied

cor

rect

ly. A

ssem

ble,

pun

ch, a

nd b

ind

the

mat

eria

ls in

app

ropr

iate

bin

ders

.

4. D

uplic

atio

n. D

ecid

e ho

w m

any

copi

es o

f ea

ch m

ater

ial a

re n

eede

d. B

e su

re e

ach

stud

ent w

ill h

ave

a co

pyof

rel

evan

t mat

eria

lsan

d a

few

add

ition

al c

opie

s w

ill b

e av

aila

ble

for

the

inst

ruct

or a

nd a

ny o

bser

vers

. Hav

e co

pies

dup

licat

ed,

colla

ted,

bou

nd, a

nd

pack

aged

.

5. S

hipm

ent.

Dec

ide

how

the

mat

eria

ls a

re to

be

dist

ribu

ted

to th

e st

uden

ts. M

ail o

ut p

reco

urse

mat

eria

ls w

ell a

head

of

time.

Shi

pco

pies

of

stud

ent m

ater

ials

and

oth

er m

ater

ials

to th

e co

urse

loca

tion,

wel

l ahe

ad o

f tim

e. A

s a

back

up,

hand

car

ry a

mas

ter

copy

of

all m

ater

ials

whe

n yo

u tr

avel

.

6. D

aily

che

ck. A

t the

beg

inni

ng o

f ea

ch d

ay o

f th

e co

urse

, pre

pare

a c

heck

list o

f m

ater

ials

requ

ired

for

the

day.

Dou

ble

chec

k th

at

thes

e m

ater

ials

are

ava

ilabl

e.

231

230

97

7. D

istr

ibut

ion.

At t

he b

egin

ning

of

the

firs

t day

of

the

cour

se, d

istr

ibut

e al

l stu

dent

mat

eria

ls. W

alk

the

stud

ents

thro

ugh

diff

eren

tm

ater

ials

and

ver

ify

they

hav

e al

l mat

eria

ls. Y

ou m

ay d

ecid

e to

with

hold

som

e m

ater

ials

(e.

g., s

choo

l sol

utio

ns)

to p

reve

nt th

est

uden

ts f

rom

inte

ntio

nally

or

inad

vert

ently

look

ing

ahea

d. H

owev

er, r

emem

ber

the

mor

e di

ffer

ent p

iece

s yo

u ha

ve, t

he g

reat

er th

eda

nger

of

mis

sing

mat

eria

ls.

8. F

ollo

w-u

p. A

t the

end

of

each

day

, col

lect

the

cour

se m

ater

ials

and

rep

lace

them

in th

e pa

ckag

e. F

or e

xam

ple,

col

lect

and

orga

nize

all

tran

spar

enci

es in

a b

inde

r so

that

they

are

rea

dy th

e ne

xt ti

me.

233

232

98

owre

are

acs

thes

an

Plan

ning

fac

tors

Lis

ting

requ

irem

ents

Roo

mar

rang

emen

tSp

ace

Med

iaeq

uipm

ent

Wor

k eq

uipm

ent

Ver

ific

atio

n

Cift

iCC

OM

CC

itt

'

234

BE

ST

CO

PY

AV

AIL

AB

LE23

5

How

To

Prep

are

Faci

litie

s an

d E

quip

men

t

1. P

lann

ing

fact

ors.

In

prep

arin

g fa

cilit

ies

and

equi

pmen

t for

the

cour

se. t

hink

of

the

num

ber

and

type

of

stud

ents

, the

dur

atio

n of

the

cour

se. a

nd th

e pr

imar

y de

liver

y st

rate

gy. T

hese

fac

tors

det

erm

ine

the

faci

litie

s an

d th

e eq

uipm

ent y

ou n

eed.

2. L

istin

g re

quir

emen

ts. W

alk

thro

ugh

each

less

on o

r m

odul

e of

the

cour

se a

nd m

ake

a lis

t of

equi

pmen

t and

fac

ilitie

s ne

eded

.Id

entif

y ty

pes

of a

ctiv

ities

(e.

g., i

ndiv

idua

l stu

dy, s

mal

l-gr

oup

role

-pla

y, o

r la

rge

grou

p pr

esen

tatio

n).

3. R

oom

arr

ange

men

t. Sp

ecif

y th

e fu

rnitu

re a

nd r

oom

arr

ange

men

t. H

ere

are

four

gen

eral

arr

ange

men

ts:

11T

heat

er s

tyle

with

cha

irs

in r

ows.

Thi

s is

app

ropr

iate

if th

e co

urse

pri

mar

ily r

evol

ves

arou

nd le

ctur

es a

nd m

edia

ted

pres

enta

tions

.C

lass

room

arr

ange

men

t with

tabl

e sp

ace

for

each

stu

dent

. Thi

s is

app

ropr

iate

if th

e st

uden

t has

to d

o a

lot o

f w

ritin

g.

H B

anqu

et a

rran

gem

ent w

ith s

mal

l (us

ually

rou

nd)

tabl

es w

ith c

hair

s ar

ound

them

. Thi

s ar

rang

emen

t is

appr

opri

ate

if th

eco

urse

invo

lves

sev

eral

sm

all-

grou

p ac

tiviti

es.

U s

hape

with

tabl

es a

nd c

hair

s in

a s

emic

ircl

e an

d th

e in

stru

ctor

in f

ront

. Thi

s ar

rang

emen

t is

appr

opri

ate

for

cour

ses

with

few

er th

an 1

5 st

uden

ts.

4. S

pace

. Spe

cify

how

muc

h sp

ace

is n

eede

d in

the

clas

sroo

m. I

f yo

u ar

e pl

anni

ng to

cha

nge

the

arra

ngem

ent f

requ

ently

, mak

e su

reth

ere

is e

noug

h ro

om to

mov

e th

e ch

airs

and

tabl

es a

roun

d.

5 M

edia

equ

ipm

ent.

Mak

e a

list o

f m

edia

equ

ipm

ent n

eede

d fo

r ea

ch le

sson

. Be

spec

ific

for

exa

, 1pl

e, if

you

are

goi

ng to

use

vide

otap

es, s

peci

fy th

e fo

rmat

Inc

lude

TV

mon

itors

and

scr

eens

(fo

r ov

erhe

ad p

roje

ctio

n) in

the

list.

6. W

ork

equi

pmen

t. Y

our

cour

se m

ay in

volv

e de

mon

stra

tions

and

han

ds-o

n pr

actic

e on

dif

fere

nt e

quip

men

t use

don

-the

-job

(e.

g.,

a pe

rson

al c

ompu

ter)

. Rev

iew

the

Inst

ruct

or G

uide

and

oth

er c

ours

edo

cum

ents

to id

entif

y w

hat k

inds

of

equi

pmen

t are

nee

ded

whe

n.

7 V

erif

icat

ion.

Upo

n ar

riva

l at t

he c

ours

e lo

catio

n, c

heck

all

of th

e eq

uipm

ent (

and

the

righ

t typ

e of

equ

ipm

ent)

are

avai

labl

e. I

f

your

cou

rse

is o

f m

ore

than

a d

ay's

dur

atio

n, c

heck

the

equi

pmen

t at t

he b

egin

ning

of

each

day

.

236

237

99

Dat

a C

olle

ctio

n in

Fol

low

-Up

Eva

luat

ion

To

answ

er th

ese

follo

w-u

p qu

estio

nsU

se th

ese

data

sou

rces

and

str

ateg

ies:

1. A

dequ

acy

of C

ours

e D

evel

opm

ent

Con

tent

ana

lysi

s of

:

Is th

e co

urse

des

igne

d to

sol

ve a

spe

cifi

c pe

rfor

man

ce p

robl

em?

Perf

orm

ance

Ana

lysi

s R

epor

t Lea

rner

Ana

lysi

s

Is th

e co

urse

bas

ed o

n th

e ch

arac

teri

stic

s an

d pr

efer

ence

s of

the

stud

ents

?T

rain

ing

Nee

ds A

naly

sis

Rep

ort T

ask

Det

ails

Wor

kshe

et

Is th

e co

nten

t of

the

cour

se b

ased

on

a sy

stem

atic

trai

ning

nee

ds a

naly

sis?

Skill

-Kno

wle

dge

Req

uire

men

ts W

orks

heet

Inst

ruct

iona

l Obj

ectiv

es W

orks

heet

Is th

e de

liver

y st

rate

gy f

or th

e co

urse

bas

ed o

n th

e tr

aini

ng n

eeds

ana

lysi

s da

ta?

Tes

ts (

and

Tes

t Spe

cifi

catio

ns)

Eva

luat

ion

Rep

orts

Are

the

skill

s an

d kn

owle

dge

taug

ht in

the

cour

se r

elev

ant t

o th

e jo

b?Fi

eld

Tes

t rep

ort F

inal

ver

sion

s of

all

cour

sem

ater

ial

Are

the

inst

ruct

iona

l obj

ectiv

es o

f th

e co

urse

cle

arly

spe

cifi

ed?

Inte

rvie

ws

with

Cou

rse

deve

lopm

ent t

eam

mem

bers

Are

the

test

s va

lid a

nd c

rite

rion

ref

eren

ced?

Fiel

d te

st s

tude

nts

Are

the

lear

ning

act

iviti

es e

ffec

tive?

Inst

ruct

ors

Is th

e co

urse

rev

ised

on

the

basi

s of

eva

luat

ion?

Do

the

fiel

d te

st d

ata

indi

cate

eff

ectiv

enes

s?

239

238

100

2. R

elia

bilit

y of

cou

rse

impl

emen

tatio

n

How

is th

e co

urse

sup

pose

d to

be

impl

emen

ted?

Is th

e im

plem

enta

tion

plan

pra

ctic

al?

Is th

ere

a di

scre

panc

y be

twee

n th

e di

rect

ives

and

the

actu

al im

plem

enta

tion

of th

e co

urse

?

Inte

rvie

ws

with

Ins

truc

tors

Obs

erva

tion

in s

ites

whe

re th

e co

urse

is b

eing

con

duct

ed

Stud

ents

, Cou

rse

Man

ager

s, I

nstr

ucto

rs

Wha

t are

the

caus

es o

f th

ese

disc

repa

ncie

s?C

onte

nt a

naly

sis

How

can

we

mak

e th

e co

urse

mor

e fe

asib

le?

Inst

ruct

or G

uide

, Adm

inis

trat

or G

uide

3. S

tude

nt r

eact

ions

Inte

rvie

ws

with

Wha

t are

the

posi

tive

reac

tions

of

the

stud

ents

to d

iffe

rent

asp

ects

of

the

New

stu

dent

s, G

radu

ates

cour

se?

Que

stio

nnai

re a

bout

the

cour

se a

dmin

iste

red

toW

hat a

re th

e fr

eque

nt s

tude

nt c

ompl

aint

s an

d co

ncer

ns?

Stud

ents

, Ins

truc

tors

Inte

rvie

ws

on s

tude

nt r

eact

ions

to th

e. c

ours

esw

ith I

nstr

ucto

rs, M

anag

ers

4. I

nstr

uctio

nal e

ffec

tiven

ess

Con

tent

ana

lysi

s of

Wha

t are

the

inst

ruct

iona

l gai

ns d

ue to

this

cou

rse?

How

eff

ectiv

ely

and

relia

bly

do th

e st

uden

ts a

chie

ve th

e co

urse

obj

ectiv

es?

240

Post

test

res

ults

Em

bedd

ed te

st r

esul

ts

Inte

rvie

ws

with

Stu

dent

s, I

nstr

ucto

rs

241

101

5. M

anag

emen

t rea

ctio

n

Wha

t are

the

posi

tive

man

agem

ent r

eact

ions

tow

ard

the

cour

se?

Man

ager

s, S

uper

viso

rs

Wha

t are

the

maj

or c

ompl

aint

s an

d co

ncer

ns o

f m

anag

ers

abou

t the

cou

rse?

Que

stio

nnai

res

for

Man

ager

s

Wha

t are

the

futu

re p

lans

for

the

cour

se?

Supe

r is

ors

6. R

elev

ance

Inte

rvie

ws

abou

t rel

evan

ce o

f th

e co

urse

with

How

rel

evan

t are

the

skill

s an

d kn

owle

dge

taug

ht in

this

cou

rse

to th

eG

radu

ates

, Sup

ervi

sors

, Man

ager

s, S

ubje

ct-

real

ities

of

the

wor

kpla

ce?

mat

ter

expe

rts

Wha

t are

the

prob

lem

s in

tran

sfer

ring

and

util

izin

g th

e sk

ills

from

the

cour

se?

Has

the

wor

k si

tuat

ion

or p

roce

dure

bee

n ch

ange

d? H

as th

e te

chno

logy

cha

nged

?

243

242

102

Form

ativ

e C

rite

ria

Impl

emen

tatio

n E

valu

atio

n

Que

stio

ns

Impl

emen

tatio

n pl

anni

ng

Prep

arat

ion

for

impl

emen

tatio

n?

Cou

rse

intr

oduc

tion

Follo

w-u

p ev

alua

tion

Follo

w-u

p im

pact 24

4

Was

a d

etai

led

and

real

istic

pla

n fo

rth

e im

plem

enta

tion

of th

e co

urse

prep

ared

?

Wer

e m

ater

ials

, ins

truc

tors

, and

faci

litie

s an

d eq

uipm

ent f

orim

plem

entin

g th

e co

urse

pre

pare

d in

a tim

ely

and

effe

ctiv

e fa

shio

n?

Was

the

cour

se in

trod

uced

in a

syst

emat

ic a

nd e

ffec

tive

man

ner?

Was

the

follo

w-u

p ev

alua

tion

plan

ned

syst

emat

ical

ly a

ndim

plem

ente

d ef

fect

ivel

y?

Doe

s th

e co

urse

res

ult i

n an

iden

tifia

ble

and

docu

men

ted

bene

fit

to th

e C

ompa

ny?

If n

ot, h

ave

suita

ble

reco

mm

enda

tions

mad

e to

revi

se it

?

Rat

ings

and

Com

men

tsL

OW

12

34

HIG

H5

245

103

Cou

rse

Mai

nten

ance

Che

cklis

t

I. T

he le

ngth

of

the

cour

se is

:ad

equa

tein

adeq

uate

54

32

1

Eva

luat

ion

Cri

teri

a: D

o al

l stu

dent

s fi

nish

the

cour

se?

Are

som

e un

its to

olo

ng o

r to

o sh

ort?

Doe

s th

e co

urse

pac

e se

em to

o fa

st o

r

too

slow

?

Com

men

ts:

2. T

he in

stru

ctor

gui

de is

:ad

equa

tein

adeq

uate

54

32

1

Eva

luat

ion

Cri

teri

a: I

s th

e te

chni

cal c

onte

nt c

ompl

ete?

Is

the

docu

men

tatio

nw

ell o

rgan

ized

? Is

the

form

at e

asy

to f

ollo

w?

Are

the

dire

ctio

ns c

lear

?

Com

men

ts:

3. T

he s

tude

nt m

ater

ials

are

:ad

equa

tein

adeq

uate

54

32

1

Eva

luat

ion

Cri

teri

a: A

re s

tude

nt m

ater

ials

com

plet

e? D

o th

ey lo

okpr

ofes

sion

ally

pro

duce

d? A

re th

ey

easy

to r

ead?

Do

stud

ents

ref

er to

them

?

Com

men

ts:

4. T

he m

edia

ted

mat

eria

ls u

sed

in th

e co

urse

are

:ad

equa

tein

adeq

uate

54

32

1

Eva

luat

ion

Cri

teri

a: A

re th

e m

edia

ted

mat

eria

ls s

uffi

cien

t? A

re s

lides

and

tran

spar

enci

es c

lear

? D

oes

the

med

ia e

nhan

ce th

e

lear

ning

? A

re th

ey a

ppro

pria

te?

Com

men

ts:

247

24(

104

5. T

he c

ours

e ob

ject

ives

are

:ad

equa

tein

adeq

uate

54

32

1

Eva

luat

ion

Cri

teri

a: A

, e, o

bjec

tives

cle

ar a

nd c

onci

se?

Do

they

str

ess

key

skill

s an

d kn

owle

dge?

Do

they

hel

p or

gani

ze th

em

ater

ials

?

Com

men

ts:

6. T

he te

sts

incl

uded

in th

e co

urse

are

:ad

equa

tein

adeq

uate

54

32

1

Eva

luat

ion

Cri

teri

a: A

re th

ese

test

s av

aila

ble?

Are

they

suf

fici

ent?

Are

sco

ring

gui

des

prov

ided

for

eac

h te

st?

Do

the

test

s m

easu

re r

equi

red

skill

s an

d kn

owle

dge?

Com

men

ts:

7. T

he e

xerc

ises

in th

e co

urse

are

:ad

equa

tein

adeq

uate

54

32

1

Eva

luat

ion

Cri

teri

a: A

re th

e ex

erci

ses

suff

icie

nt?

Are

they

cha

lleng

ing

and

mea

ning

ful?

Can

they

be

eval

uate

d?

Com

men

ts:

8. T

he te

chni

cal c

onte

nt o

f th

e co

urse

rep

rese

nts

the

curr

ent s

tate

-of-

the-

art:

adeq

uate

inad

equa

te5

43

21

249

248

105

Eva

luat

ion

Cri

teri

a: H

ow lo

ng h

as th

e co

urse

bee

n ta

ught

? H

ow r

ecen

tly h

as it

bee

nre

vise

d?

Com

men

ts:

9. T

he te

achi

ng s

trat

egie

s us

ed in

this

cou

rse

are:

adeq

uate

inad

equa

te5

43

21

Eva

luat

ion

Cri

teri

a: D

oes

the

cour

se p

rovi

de f

or s

tude

nt e

xerc

ise

and

eval

uatio

n? A

re s

tude

nts

invo

lved

? D

oes

lear

ning

take

pla

ce?

Com

men

ts:

10. T

he o

rgan

izat

ion

of th

e co

urse

is:

adeq

uate

inad

equa

te5

43

21

Eva

luat

ion

Cri

teri

a: D

oes

the

cour

se f

low

sm

ooth

ly?

Are

less

ons

and

units

inte

grat

ed?

Com

men

ts:

1 I

.T

he c

ase

prob

lem

use

d in

this

cou

rse

is:

adeq

uate

inad

equa

te5

43

21

Eva

luat

ion

Cri

teri

a: A

re th

e nu

mbe

r of

cas

e pr

oble

ms

adeq

uate

?D

o th

ey r

elat

e to

the

stud

ents

wor

k

expe

rien

ce?

Com

men

ts:

251

250

106

12. S

tude

nt in

tere

st a

nd m

otiv

atio

n in

the

cour

se is

.ad

equa

tein

adeq

uate

54

2

Eva

luat

ion

Cri

teri

a: D

o st

uden

ts r

eact

pos

itive

ly to

the

cour

se?

Do

stud

ents

see

m e

nthu

sias

tic in

cla

ss?

Com

men

ts:

13. S

tude

nt f

eedb

ack

on th

e co

urse

indi

cate

s th

e co

urse

is:

adeq

uate

inad

equa

te5

43

21

Eva

luat

ion

Cri

teri

a: I

s th

e st

uden

t fee

dbac

k su

mm

ary

data

pos

itive

? Is

the

stud

ent c

omm

ents

pos

itive

?

Com

men

ts:

14. T

he v

alue

of

the

cour

se to

the

stud

ents

job

need

s is

:ad

equa

tein

adeq

uate

54

32

1

Eva

luat

ion

Cri

teri

a: D

o st

uden

ts n

eed

this

cou

rse

to d

o th

eir

jobs

? D

oes

the

cour

se p

rovi

de th

em w

ith th

e re

quir

ed s

kills

and

know

ledg

e to

do

thei

r jo

bs?

Com

men

ts:

252

253

107

Sum

mat

ive

Eva

luat

ion

of T

rain

ing

254

255

EV

AL

UA

TIO

N O

F T

RA

ININ

G

The

inte

nt o

f th

is s

ectio

n is

to p

rovi

de a

fra

mew

ork

for

eval

uatio

n an

d re

visi

on v

ia th

e pe

rson

al c

ompu

ter

i.e. a

sor

tof

job

aid

that

whe

n im

plem

ente

d sh

ould

org

aniz

e an

dsi

mpl

ify

the

proc

ess.

I w

ill d

eal w

ith s

umm

ativ

e ev

alua

tion

only

in th

is p

aper

,

alth

ough

this

is o

nly

part

of

the

eval

uatio

n st

rate

gy.

Form

ativ

e ev

alua

tion

the

othe

r ha

lf o

f a

Eva

luat

ion

syst

em o

f co

urse

,is

the

subj

ect o

f th

is e

ntir

e bo

ok.

The

mos

t use

ful m

odel

of

eval

uatio

n I

have

fou

nd is

Kir

kpat

rick

s le

vel o

f ev

alua

tion

or th

e ad

apta

tion

byB

reth

ower

and

Rum

ler

.T

he to

ol c

an b

e us

ed a

s fo

llow

s: L

evel

1 A

re th

etr

aine

es h

appy

? L

evel

2 D

oes

the

trai

ning

do

wha

t it i

ssu

ppos

ed to

do?

Lev

el 3

Are

the

conc

epts

use

d (

see

atta

ched

sur

vey

pg.

SE 8

-10)

Lev

el 4

Doe

s ap

plic

atio

n of

the

conc

epts

affe

ct th

e

orga

niza

tion?

For

eac

h of

thes

e le

vels

the

who

- so

urce

of

data

,w

hat-

to m

easu

re, w

here

- fi

nd d

ata,

why

- cr

iteri

a, a

ndho

w-

data

gath

erin

g m

etho

d m

ust b

e an

swer

ed.

The

rol

e of

the

trai

ning

fun

ctio

n w

ith r

espe

ct to

follo

w u

p is

to a

sses

s th

e ex

tent

the

new

idea

s, s

kills

and

mot

ivat

ion

will

get a

nat

ural

opp

ortu

nity

for

exe

rcis

ean

d re

info

rcem

ent.

And

hav

ing

done

this

tore

com

men

d st

eps

to o

verc

ome

any

obst

acle

s.

256

257

108

Thi

s te

nds

to b

e ov

erlo

oked

by

the

Tra

inin

g M

anag

er w

ho o

ften

om

its to

con

duct

any

fol

low

up.

We

tend

to lo

ok a

t the

com

plet

ion

of a

pro

gram

as

the

end

of r

espo

nsib

ility

. Thi

s at

titud

e in

dica

tes

insu

ffic

ient

und

erst

andi

ng o

f th

e le

arni

ng p

roce

ss.

One

has

to b

e th

ankf

ul th

at th

e na

tura

l inc

linat

ions

of

peop

le to

see

k re

info

rcem

ent o

n th

eir

own

with

out w

aitin

g fo

r in

tere

st to

be

show

n by

oth

ers

.

258

259 10

9

Plan

ning

Eva

luat

ion

of tr

aini

ng b

egin

s lik

e ev

ery

othe

r bu

sine

ss f

unct

ion

with

Pla

nnin

g. T

he c

ore

com

pete

ncie

s of

the

ente

rpri

se m

ust

firs

t be

dete

rmin

ed a

nd s

tate

d th

is b

ecom

es th

e in

put t

o th

e tr

aini

ng a

nd e

valu

atio

n su

bsys

tem

s. T

he tr

aini

ng s

trat

egy

is n

ext

deve

lope

d be

ginn

ing

with

a m

issi

on s

tate

men

t whi

ch in

clud

es th

is s

trat

egy

: the

trai

ning

str

ateg

y is

to tr

ain

to h

elp

deve

lop,

upd

ate,

and

mai

ntai

n co

re c

ompe

tenc

y es

tabl

ishe

d by

the

busi

ness

Car

r (J

une

92' T

rain

ing)

The

trai

ning

sys

tem

s pu

rpos

e is

to e

nabl

e so

meo

ne to

impr

ove

thei

r pe

rfor

man

ce C

arr

(Jun

e 92

' Tra

inin

g). T

his

is

dist

ingu

ishe

d fr

om E

duca

tion

and

Dev

elop

men

t whi

ch s

houl

d be

mea

sure

d in

a w

hole

dif

fere

nt m

anne

r du

e to

late

ntle

arni

ng a

nd

the

esta

blis

hmen

t of

lifel

ong

patte

rns

of le

arni

ng a

nd k

now

ledg

e ac

quir

ed.

Eva

luat

ion

shou

ld th

en b

e lo

oked

at a

s pa

rt o

f a

broa

der

perf

orm

ance

sys

tem

i.e.

a s

ubsy

stem

with

in tr

aini

ng w

hich

in it

self

is a

sub

syst

em o

f th

e la

rger

bus

sys

tem

. One

of

the

goal

s of

trai

ning

is to

incr

ease

the

utili

ty o

f tr

aini

ngde

fine

d as

:

UT

ILIT

Y =

EFF

EC

TIV

EN

ESS

+ E

FFIC

IEN

CY

i.e.

you

can

add

tim

e to

a c

ours

e w

hich

will

low

er th

e ef

fici

ency

but w

ill

incr

ease

the

lear

ning

(ef

fect

iven

ess)

. Sin

ce th

is,:s

sent

ially

a tr

ade-

off

proc

ess

( on

e in

crea

ses

whi

le th

e ot

her

decr

ease

s) th

e on

ly

way

to in

crea

se u

tility

is b

rpro

cess

impr

ovem

ent C

arr

(Jun

e 92

' Tra

inin

g). T

rain

ing

look

ed a

t as

a sy

stem

has

an

Inpu

t, a

Proc

ess,

and

an O

utpu

t Fee

dbac

k in

the

form

of

thes

e se

vera

l tec

hniq

ues

men

tione

d be

low

and

acc

ompa

ny r

evis

ion

are

para

mou

nt .

The

eval

uatio

n sy

stem

with

in tr

aini

ng th

en s

houl

d be

bas

ed o

n th

e th

is u

tility

for

mul

a.

261

260

110

Philo

soph

y of

Eva

luat

ion

Dug

an L

aird

(19

78 )

sta

tes

Tra

inin

g ev

alua

tion

is b

ased

on

thre

e ph

iloso

phy

all o

f w

hich

are

impo

rtan

t but

one

of

whi

ch is

pri

mar

y

(the

one

util

ized

whe

n pu

sh c

omes

to s

hove

) th

ey a

re:

1.C

ontr

ibut

ion

to g

oal b

otto

m li

ne r

esul

ts.

2.A

chie

vem

ent o

f le

arni

ng o

bjec

tive.

( r

ight

obj

ectiv

e ta

ught

and

lear

ned,

so

you

incr

ease

the

likel

ihoo

d th

ey w

ill u

se, b

ack

on jo

b

i.e. a

noth

er d

epar

Tea

cher

/Ins

truc

tore

nts

prob

lem

.

3.Pe

rcep

tion

of w

orth

. (se

t env

iron

men

t for

lear

ning

let l

earn

er ju

dge

utili

ty, w

orth

and

val

ue)

Goo

d tr

aini

ng lo

oks

at a

ll th

ree

and

wha

t you

rep

ort a

nd w

hat y

ou d

o no

t ref

lect

s w

hat y

ou th

ink

is im

port

ant.

Lev

els

of E

valu

atio

n

Lev

el O

ne Mos

t tra

inin

g is

mea

sure

d at

this

leve

l and

som

e at

leve

l tw

o. (

Gor

don

Tra

inin

g A

ugus

t 199

1). W

e m

ake

a m

ista

ke h

ere

by

wor

ryin

g ab

out t

he tr

aini

ng f

unct

ion

as s

epar

ate

from

the

larg

er p

erfo

rman

ce s

yste

m a

nd c

once

ntra

te o

n di

d yo

u lik

e it

or d

id y

ou

feel

the

trai

ning

was

goo

d.

"Hap

py s

heet

's",

are

they

are

ref

erre

d to

are

oft

en s

neer

ed a

t by

thos

e th

at s

ay it

doe

s no

t mea

sure

qual

ity b

ut th

e en

tert

ainm

ent v

alue

of

trai

ning

.

269

263

111

Thi

s ne

ed n

ot b

e th

e ca

se, l

evel

one

can

tell

you

impo

rtan

t inf

orm

atio

n ab

out I

nitia

l cus

tom

ersa

tisfa

ctio

n bu

t don

't pr

eten

d

it is

telli

ng y

ou s

omet

hing

abo

ut h

ighe

r le

vels

of

eval

uatio

n. (

Gor

don

1991

.). T

he m

ost

impo

rtan

t use

is to

tell

if a

pre

sent

atio

n

tech

niqu

e is

add

ing

or d

etra

ctin

g fr

om th

e le

arni

ng p

roce

ss i.

e. th

e ac

hiev

emen

t of

obje

ctiv

es.

Cog

nitiv

e Ps

ycho

logy

str

esse

s th

e ac

quis

ition

of

mat

eria

l and

sch

ema

deve

lopm

ent

the

pres

entin

g of

mat

eria

l sho

uld

be s

uch

that

it e

nhan

ces

thes

e pr

oces

ses.

this

is a

ccom

plis

hed

by o

ne o

r m

ore

of th

e fo

llow

ing

met

hods

whe

n ap

plic

able

:

I.or

gani

zatio

n of

mat

eria

l

2fr

eque

nt r

evie

w

3.re

leva

nt e

xam

ples

4.pr

actic

e an

d fe

edba

ck o

n pe

rfor

man

ce

5.en

gagi

ng th

e le

arne

r (i

nvol

vem

ent)

Wha

t is

actu

ally

nee

ded

(and

cou

ld b

e en

hanc

ed b

y th

e us

e of

spr

eads

heet

s)i

s a

stat

istic

ally

val

id s

tudy

of

the

corr

elat

ion

betw

een

tech

niqu

es g

athe

red

from

the

leve

l one

que

stio

nnai

re a

nd th

e le

arni

ngof

the

obje

ctiv

es

Lev

el T

wo

A m

easu

re o

f th

e le

arni

ng th

at o

ccur

red

(if

any)

. Whi

le th

ere

are

man

ym

etho

ds f

rom

pap

er a

nd p

enci

l tes

ts to

act

ual

perf

orm

ance

of

the

task

whe

reve

r po

ssib

le th

e cl

oser

test

ing

is to

the

real

back

on

the

job

perf

orm

ance

nee

ded

the

grea

ter

the

264

265

112

chan

ce o

f tr

ansf

er. A

t thi

s le

vel w

e ne

ed to

be

cert

ain

we

reco

gniz

e an

d di

stin

ctio

n be

twee

n kn

owle

dge

and

appl

icat

ion

of th

e

skill

. Pas

sing

a p

aper

and

pen

cil t

est o

n th

e ha

ndlin

g of

Sul

furi

c ac

id d

oes

not a

ssur

e a

cata

stro

phe

will

not

res

ult t

he f

irst

tim

e a

pers

on e

ncou

nter

s th

e re

al th

ing.

It i

s no

t a m

atte

r of

sim

ply

did

they

lear

n w

hat y

ou w

ante

d th

em to

, but

rat

her

is it

wha

tyou

rea

lly

wan

ted

to a

ccom

plis

h? T

here

is n

o si

mpl

e re

gurg

itatio

n of

info

rmat

ion

that

will

sub

stitu

te f

or a

ctua

l dem

onst

ratio

n of

the

perf

orm

ance

this

is n

ot E

duca

tion

i.e. t

he s

choo

l sys

tem

of

our

child

hood

.

Lev

el 3

Tra

nsfe

r of

trai

ning

bac

k to

the

job

( se

e T

rain

ing

Follo

w-U

p Su

rvey

) m

eans

the

exte

nt to

whi

ch th

e sk

ills

lear

ned

in a

trai

ning

env

iron

men

t are

act

ual a

pplie

d to

the

job.

It i

s ge

nera

lly r

ecom

men

ded

that

this

eva

luat

ion

be c

ondu

cted

3 to

6 m

onth

s

afte

r co

mpl

etio

n of

trai

ning

by

a or

gani

zatio

n in

depe

nden

t of

the

Tra

inin

g O

rgan

izat

ion.

The

foc

us o

f th

e ev

alua

tion

is r

eally

to

dete

rmin

e w

hy o

r w

hy n

ot th

e tr

aini

ng is

bei

ng u

sed

.Rec

allin

g ou

r go

al o

f m

axim

izin

g ut

ility

, it i

s eq

ually

impo

rtan

t thi

s an

alys

is

shou

ld b

e sc

rutin

ized

for

oth

er m

ore

effi

cien

t met

hods

of

achi

evin

g ou

r ob

ject

ives

i.e.

job

aids

and

CB

T (

part

icul

arly

impo

rtan

t if

just

in ti

me

trai

ning

is im

port

ant t

o ou

r bu

sine

ss.)

Succ

ess

in th

is p

hase

like

the

othe

r in

volv

es p

lann

ing

thro

ugho

ut th

e tr

aini

ng c

ycle

as

follo

ws:

1.In

itial

ly, t

he f

amili

ariz

atio

n an

d th

e su

ppor

t of

supe

rvis

ion

for

the

ende

avor

.

2.T

he o

peni

ng o

f th

e co

urse

sta

ting

goal

s an

d ex

pect

atio

ns o

f th

e co

urse

incl

udin

g ho

w it

will

be

used

bac

k on

the

job.

.

3.L

earn

er c

ontr

acts

whi

ch in

clud

e th

e in

tend

ed a

pplic

atio

ns o

f th

e le

arni

ng

267

266

113

4.Po

st c

ours

e su

ppor

t pro

vide

d by

one

the

follo

win

g:

Post

trai

ning

dis

cuss

ions

trai

nee/

supe

rvis

or

Supp

ort g

roup

s

Lev

el 4

Eff

ects

on

botto

m li

ne b

usin

ess

resu

lts (

pro

fit,

sale

s, q

uant

ity, q

ualit

y, s

afet

y et

c.)

If w

e fo

cuse

d on

our

Tra

inin

g St

rate

gy

(def

ined

abo

ve)

and

perf

orm

ance

and

trai

ning

nee

d an

alys

is a

re c

orre

ctly

don

e th

is b

ecom

e a

easy

mat

ter

of tr

aini

ng to

cur

e a

perf

orm

ance

dis

crep

ancy

. Per

form

ance

Ana

lysi

s sh

ould

hav

e di

scov

ered

wha

t the

pro

blem

ig c

ostin

g.an

d ev

alua

tion

to d

eter

min

e

to w

hat e

xten

t tra

inin

g cu

re it

aft

er th

e fa

ct s

houl

d pr

oduc

e so

me

reas

onab

le r

esul

ts. D

ana

Rob

inso

n (

1991

) st

ates

the

key

to g

ood

eval

uatio

n an

d go

od tr

aini

ng is

to e

stab

lishe

d a

caus

al li

nk b

etw

een

a sk

ill d

efic

ienc

y an

d a

busi

ness

pro

blem

pre

fera

bly

one

that

can

easi

ly b

e qu

antif

ied

atta

ched

. Bus

ines

s re

sults

are

then

a s

impl

e m

atte

r of

trac

king

the

sam

e in

dica

tors

you

trac

ked

befo

re th

e

prog

ram

beg

an; n

ow y

ou w

ant t

o se

e if

any

thin

g ha

ppen

ed. M

ost o

f us

get

into

trou

ble

by p

oor

plan

ning

and

slip

snod

exe

cutio

n of

the

anal

yses

pha

se th

e bu

sine

ss r

esul

ts a

re v

ery

diff

icul

t to

asce

rtai

n af

ter

the

fact

. It i

s to

fis

hing

for

res

ults

i.e.

we

did

not k

now

wha

t we

wer

e do

ing

now

we

wan

t to

see

if a

nyth

ing

happ

ened

.

269

268

114

Sum

mar

y

Tra

inin

g is

par

t of

a la

rger

sys

ten.

whi

ch h

as g

oals

it w

ishe

s to

ach

ieve

. Tra

inin

g st

rate

gy n

eed

tobe

link

ed to

thes

e go

als.

Tra

inin

g th

en m

ust b

e vi

ewed

as

a pr

oces

s w

ith in

puts

pro

cess

es a

nd o

utpu

ts .

Util

ity m

easu

res

the

effe

ctiv

enes

s of

the

trai

ning

syst

em. T

o in

crea

se u

tility

then

is to

impr

ove

the

proc

ess.

Met

rics

on

trai

ning

sho

uld

thus

pro

vide

fee

dbac

k on

how

trai

ning

cou

ld

be im

prov

ed i.

e. h

ow to

incr

ease

util

ity b

y ef

fect

iven

ess

or e

ffic

ient

. T

his

proc

ess

of f

eedb

ack

and

subs

eque

nt r

evis

ion

is

para

mou

nt to

any

sys

tem

. Spr

eads

heet

s pr

ovid

e a

mea

nsfo

r da

ta c

olle

ctio

n an

d an

alys

es w

hich

sim

plif

y th

e pr

oces

s.

2'/O

271

115

TR

AIN

ING

FO

LL

OW

-UP

SUR

VE

Y

Cou

rse

Titl

eD

ates

Atte

nded

Cou

rse

Obj

ectiv

e

A. A

t the

end

of

the

cour

se, t

o w

hat d

egre

e di

d yo

u fe

el th

at y

ou a

chie

ved

the

obje

ctiv

e st

ated

LIT

TL

E1

2SO

ME

3

VE

RY

MU

CH

45

IF Y

OU

CIR

CL

ED

less

TH

AN

A 3

ON

QU

EST

ION

A. S

TO

P H

ER

E A

ND

RE

TU

RN

TH

E Q

UE

STIO

NN

AIR

E,

OT

HE

RW

ISE

CO

NT

INU

E.

B.

Sinc

e co

mpl

etin

g th

e co

urse

, how

oft

en h

ave

you

used

the

skill

s th

at y

ou le

arne

d in

the

clas

s on

you

r jo

b as

sign

men

ts?

NE

VE

R

1

OC

CA

SIO

NA

LL

YD

AIL

Y

23

45

C.

As

a re

sult

of th

is c

ours

e, h

ow m

uch

the

trai

ning

hel

ped

you

in c

ompl

etin

g yo

ur jo

b as

sign

men

ts?

LIT

TL

E/N

OSO

ME

MA

JOR

IMPR

OV

EM

EN

TIM

PRO

VE

ME

NT

IMPR

OV

EM

EN

T1

23

45

IF Y

OU

AN

SWE

RE

D Q

UE

STIO

NS

B O

R C

WIT

H A

3 O

R G

RE

AT

ER

, TH

EN

GO

ON

TO

QU

EST

ION

E. I

FY

OU

AN

SWE

RE

D Q

UE

STIO

NS

B O

R C

WIT

H L

ESS

TH

AN

A 3

, TH

EN

GO

ON

TO

QU

EST

ION

F.

273

272

116

E. P

lace

a c

heck

nex

t to

each

rea

son

belo

w th

at m

ight

exp

lain

why

you

hav

e ap

plie

d th

e sk

ills

you

lear

ned

toyo

ur jo

b as

sign

men

ts:

My

supe

rvis

or r

equi

red

me

to u

se th

e ne

w s

kills

.I

rece

ived

hel

p fr

om o

ther

s in

my

wor

k ar

ea.

I w

as g

iven

nec

essa

ry ti

me

and/

or to

ols

to a

pply

the

skill

s.I

rece

ived

trai

ning

at t

he r

ight

tim

e to

pro

vide

me

with

the

skill

s w

hen

1 ne

eded

.T

he s

kills

I le

arne

d ap

plie

d di

rect

ly to

my

job

assi

gnm

ent.

My

supe

rvis

or d

iscu

ssed

with

me

how

my

new

ski

lls w

ould

1:1

' use

d on

my

job.

Oth

er p

leas

e lis

t oth

er f

acto

rs th

at h

elpe

d yo

u ap

ply

thes

e sk

ills

to y

our

job.

274

275

117

F. P

lace

a c

heck

nex

t to

each

rea

son

belo

w th

at c

ould

exp

lain

why

you

hav

e no

t bee

n su

cces

sful

in a

pply

ing

skill

s le

arne

d to

you

r

job

assi

gnm

ents

: My

supe

rvis

or d

id n

ot r

equi

re m

e to

use

the

skill

s.M

y su

perv

isor

was

not

aw

are

of w

hat s

kills

I le

arne

d.I

was

not

giv

en ti

me/

tool

s to

impl

emen

t the

ski

lls o

n th

e jo

b.T

here

was

no

one

to h

elp

me

impl

emen

t the

ski

lls in

my

wor

k ar

ea.

The

ski

lls d

id n

ot s

eem

to a

pply

to m

y jo

b as

sign

men

t.M

y jo

b as

sign

men

t cha

nged

so

thes

e sk

ills

did

not a

pply

.T

he tr

aini

ng w

as n

ot ti

med

rig

ht f

or m

y jo

b as

sign

men

t.O

ther

. Ple

ase

desc

ribe

oth

er r

easo

ns y

ou d

id n

ot a

pply

the

skill

s to

you

r jo

b

assi

gnm

ents

.

276

277

118

Sele

cted

Bib

liogr

aphy

Abe

lla, K

ay B

uild

ing

Succ

essf

ul T

rain

ing

Prog

ram

s. A

ddis

on-W

esle

y 19

86.

Bre

thow

er a

nd R

um le

r Im

prov

ing

Hum

an P

erfo

rman

ce Q

uart

erly

. 197

6

Car

r, C

lay,

"T

he T

hree

R's

of

Tra

inin

g,"

TR

AIN

ING

Mag

azin

e,pp

.60-

67, J

une

92.

Gilb

ert,

T. H

uman

Com

pete

nce:

Eng

inee

ring

Wor

thy

Perf

orm

ance

. New

Yor

k: M

cGra

w-H

ill, 1

978.

Gor

doi J

., "M

easu

ring

the

"Goo

dnes

s'of

Tra

inin

g,"

TR

/M

agaz

ine,

pp.

19-2

5, A

ugus

t 91.

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