Training 101: Logistics for delivering face-to-face instruction


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Rhonda Bracey's presentation slides for a paper presented at the 50th Annual STC Conference in Dallas, May 2003. Very similar to the paper presented at the 49th Conference in Nashville, but this time titled "Training 101: Logistics for delivering face-to-face instruction". Supporting materials available from:

Published in: Business, Education
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Training 101: Logistics for delivering face-to-face instruction

  1. 1. Training 101: Logistics for delivering face-to-face instruction Rhonda Bracey
  2. 2. Rhonda Bracey: Background • 18 years secondary school teaching • 7 years with software companies (help desk, training, installations, documentation, web) • Delivered 100+ software training courses to adult users • Almost 4 years in own business (tech writing, editing, training)
  3. 3. Who is this for? • Beginner trainers – never done training before • Scenario: Small software company – 1 trainer, 1 tech writer (you!) 1 day training course due to be run at client site in another state in 2 days time Trainer is ill; the course can’t be cancelled… you’re it!
  4. 4. Assumptions • Preliminaries completed: Training Needs Analysis (TNA) Audience Analysis Objectives/Outcomes Course Materials Participants contacted • Travel arrangements made • Very familiar with content
  5. 5. Preparation: Overview • ‘Be Prepared’ • Be early • Checklists, checklists, checklists… • Check and recheck everything
  6. 6. Preparation: Spelling etc. • All communications with participants (letters, e-mails, web pages) • Course materials Training manuals Presentation slides Feedback sheets • Name tags
  7. 7. Preparation: Contacts • Venue coordinator (+ map?) • Client contact • Maintenance/security staff • Hotel (+ map?) • Airline • Own office technician
  8. 8. Preparation: Training Room • Available 1 hour before/after • Suitable size for people, materials, and equipment • Visibility of screens, whiteboards, flipcharts • Disability access? • Lighting, temperature, ventilation • Noise?
  9. 9. Preparation: Furniture • Discussion: square, circular, U-shape • Chairs/tables ergonomically suitable • Sufficient space to write • You can move around easily
  10. 10. Preparation: Venue - Other • Location of external facilities Restrooms Beverages Public phones • Emergency exits • Safety and security issues
  11. 11. Preparation: Equipment (1) • Cords and cables • Projector(s), spare lamp • Login IDs and passwords • Software installed and working • Desktop icons and files on projection computer • Extra copies + backup CD of all materials
  12. 12. Preparation: Equipment (2) • Screens, whiteboards, flipcharts • Markers and eraser • Size and style of writing • Batteries charged Laptop Cell phone • Other bits and pieces… and toys!
  13. 13. Preparation: You • Food/drink supplies • Water pitcher and glass • Wheeled luggage and carry-ons • Be aware of nervous symptoms
  14. 14. Preparation: Practice • Out loud, mirror, friends • Timing and pace (know what can be skipped / skimmed) • Ask to be told about habits and quirks – be prepared to be surprised!
  15. 15. The Day: Meet and greet • Name and course title on whiteboard • Wear name tag • Find out about participants • Meet and greet – use names • First impressions DO count…
  16. 16. The Day: First Impressions • Dress Professional, comfortable, suitable for group Avoid anything too tight (belts, shoes, underwear, clothes), or too loose (underwear!) Watch for excessive jewelry Clean, matching shoes • Attitude Upbeat, positive
  17. 17. The Day: First Minutes • Start ON TIME! • Turn off cell phones (yours too) • Briefly introduce yourself and course • Housekeeping details: Restrooms, beverage facilities, public phones Breaks (synch. watches), meal arrangements Safety and ergonomic issues Rules of the room
  18. 18. The Day: Introductions • Establish your credibility • Individual introductions (~30 seconds) Who, why, what Maintain eye contact Thank them • Preview the day Course outline Activities Question time
  19. 19. The Day: During the Training (1) • Smile - and have fun! • Short anecdotes • Eye contact – but don’t stare • Use names • Move around the room Check progress Help where needed
  20. 20. The Day: During the Training (2) • Vary activities and instructional styles • Ask questions to ascertain learning • Remember, you know more than they do about the content! • Focus on the audience, not the visuals • Provide a mid-afternoon snack
  21. 21. The Day: Voice and Tone • Natural style • Not overbearing • Speak slowly (esp. if you have an accent) • Pause at important points • Avoid monotones • Speak loudly enough to be heard • Don’t read the course materials!
  22. 22. The Day: Breaks • Time is money… stick to the schedule • 10-15 min break every 60-90 minutes • Give actual start time (Not: ’Be back in 10 minutes’) • First break reminder: locations of restrooms, beverage facilities, phones • Start on time after a break (switch off cell phones)
  23. 23. The Day: Dealing with People • Be aware of why they may be there – and that they bring baggage! • Difficult types (non-participants, hecklers, challengers, sleepers/drifters/dozers, monopolizers/know-it-alls, class clowns, talkers/chatterers) • It’s OK to say “I don’t know” – don’t bluff; follow up later
  24. 24. The Day: Delivery Methods (1) • Main Types: Lecture Exercises and Activities (60%+ of time) Discussion (you have facilitator role ONLY) • Others: Demonstration Drill Role play Simulation
  25. 25. The Day: Delivery Methods (2) • Why, what, how, when, where, who • Recap/reinforce • Use graphics • Use metaphors/analogies • Use as many senses as possible • Encourage self-learning (e.g. online help)
  26. 26. The End: Feedback • Important for you and participant • Formal (evaluation sheets) • Informal (questions, body language) • You can’t please everybody all the time, so don’t take criticism to heart
  27. 27. The End: Wrap-up • Allow 15 minutes for wrap-up: Review outcomes achieved Invite questions (specific then general; remain behind to answer other questions) Give contact details (business card) Collect feedback sheets, name tag holders Thank participants for attending Clean up the room Return all borrowed items, security passes
  28. 28. The End! Really! • With good preparation, you don’t need ‘good luck’! • Contact: Rhonda Bracey