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Designing Job Aids


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These are slides for a class I teach to new trainers about how to create job aids to support the training they deliver.

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Designing Job Aids

  1. 1. Designing Job Aids Chris Petrizzo, Employee Development Manager
  2. 3. Objective <ul><li>Design Simple And Effective Job Aids. </li></ul>
  3. 4. Benefits <ul><li>Organizes Training Delivery </li></ul><ul><li>Enhances Interest </li></ul><ul><li>Enhances Retention </li></ul><ul><li>Facilitates Training Transfer </li></ul><ul><li>Standardizes Procedure </li></ul>
  4. 5. Overview
  5. 6. Common Job Aid Formats <ul><li>Step-by-step </li></ul><ul><li>Forms And Worksheets </li></ul><ul><li>Decision Tables </li></ul><ul><li>Flow Charts </li></ul><ul><li>Checklists </li></ul><ul><li>Reference Sources </li></ul><ul><li>FAQ </li></ul>
  6. 7. 1. Plan - Usage <ul><li>Who are my learners? </li></ul><ul><ul><li>Newbies/Veterans? </li></ul></ul><ul><ul><li>Subject matter knowledge? </li></ul></ul><ul><ul><li>Comfort with English, numbers, etc.? </li></ul></ul><ul><li>How will the job aid be used? </li></ul><ul><ul><li>Frequency of use? </li></ul></ul><ul><ul><li>Pressure/Speed? </li></ul></ul><ul><ul><li>User input required? </li></ul></ul><ul><li>What might be an appropriate format? </li></ul><ul><ul><li>Format – Step-by-Step, etc. </li></ul></ul><ul><ul><li>Medium – Word? Excel? PowerPoint? WiKey? </li></ul></ul>
  7. 8. Usage: Changing a Tire <ul><li>Who are my learners? </li></ul><ul><li>How will the job aid be used? </li></ul><ul><li>What might be an appropriate format? </li></ul>
  8. 9. 1. Plan - Objective <ul><li>Desired Results </li></ul><ul><ul><li>Begin With The End In Mind! </li></ul></ul><ul><ul><li>What Do They Need To Know/Do? </li></ul></ul><ul><li>Elements: </li></ul><ul><ul><li>Performance – What Will The Learner Be Doing? </li></ul></ul><ul><ul><ul><li>Action Verb – Visible/Audible </li></ul></ul></ul><ul><ul><li>Conditions – What Conditions Will You Impose? </li></ul></ul><ul><ul><ul><li>Context/Circumstances </li></ul></ul></ul><ul><ul><li>Criterion – How Will You Recognize Success? </li></ul></ul><ul><ul><ul><li>Quality/Speed </li></ul></ul></ul>
  9. 10. Objective: Changing a Tire <ul><li>Performance </li></ul><ul><li>Condition </li></ul><ul><li>Criterion </li></ul>
  10. 11. Planning A Job Aid For Composing A Lotus Notes E-mail <ul><li>Fill in Job Aid handout </li></ul><ul><ul><li>Usage – Teams 1 & 3 </li></ul></ul><ul><ul><ul><li>Who </li></ul></ul></ul><ul><ul><ul><li>How </li></ul></ul></ul><ul><ul><ul><li>What </li></ul></ul></ul><ul><ul><li>Objective – Teams 2 & 4 </li></ul></ul><ul><ul><ul><li>Performance </li></ul></ul></ul><ul><ul><ul><li>Condition </li></ul></ul></ul><ul><ul><ul><li>Criterion </li></ul></ul></ul>
  11. 12. 2. Gather <ul><li>What Existing Information Is Available? </li></ul><ul><ul><li>Policy & Procedure </li></ul></ul><ul><ul><ul><li>WiKey </li></ul></ul></ul><ul><ul><ul><li>Word Docs </li></ul></ul></ul><ul><ul><ul><li>File Drawers </li></ul></ul></ul><ul><ul><ul><li>Sticky Notes </li></ul></ul></ul><ul><ul><ul><li>Cocktail Napkins </li></ul></ul></ul><ul><ul><li>Subject Matter Experts? </li></ul></ul>
  12. 13. 3. Brainstorm <ul><li>What Topics & Steps Might Be Included Based On Planning? </li></ul>No Judgment!!
  13. 14. 4. Organize <ul><li>What's Important? </li></ul><ul><li>What's Missing? </li></ul><ul><li>Chunking </li></ul><ul><li>Sequencing </li></ul><ul><ul><li>Chunks </li></ul></ul><ul><ul><li>Within Chunks </li></ul></ul>
  14. 15. Organize: Changing a Tire <ul><li>Snow Tires vs. All Season Tires </li></ul><ul><li>Where To Buy Tires </li></ul><ul><li>How Tires Are Made </li></ul><ul><li>Operating A Jack </li></ul><ul><li>Loosening Lug Nuts </li></ul><ul><li>Pulling Over Safely </li></ul><ul><li>Evaluating A Tire's Condition </li></ul><ul><li>Inflating A Tire </li></ul><ul><li>Soliciting Roadside Assistance </li></ul><ul><li>Raising A Car </li></ul><ul><li>Positioning A Jack </li></ul>
  15. 16. Organizing A Job Aid For Composing A Lotus Notes E-mail <ul><li>Spell Checking </li></ul><ul><li>Addressing </li></ul><ul><li>Subject </li></ul><ul><li>Creating </li></ul><ul><li>Inserting Attachments </li></ul><ul><li>Formatting Text </li></ul><ul><li>Launching Lotus Notes </li></ul><ul><li>Adding A Contact </li></ul><ul><li>Copying Text </li></ul><ul><li>Closing Lotus Notes </li></ul><ul><li>Using Instant Messaging </li></ul><ul><li>Inserting A Signature </li></ul>
  16. 17. 5. Format <ul><li>Develop Job Aid In Chosen Format Using Applicable Tool – Next Time!!! </li></ul><ul><li>Choice Of Words </li></ul><ul><ul><li>Fewer Is Generally Better </li></ul></ul><ul><ul><li>Action Verbs </li></ul></ul><ul><ul><li>Consistency – e.g. “Click”, “Select”, “Push”, “Hit” </li></ul></ul>
  17. 18. 6. Evaluate <ul><li>Learners </li></ul>Management Subject matter experts
  18. 19. Summary <ul><li>Steps: </li></ul><ul><li>Plan </li></ul><ul><li>Gather </li></ul><ul><li>Brainstorm </li></ul><ul><li>Organize </li></ul><ul><li>Develop </li></ul><ul><li>Evaluate </li></ul><ul><li>Next Time: </li></ul><ul><li>Fill In Job Aid For A Topic You Might Need To Teach </li></ul>