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Effective Training: Strategies,
Systems and Practices, 3rd Edition
Chapter Two
P. Nick Blanchard and James W. Thacker
Chapter 2 2
Linkage between Strategy, Tactics,
and Objectives
Tactical Activities
Competitive
Strategy
• Mission
• Opportunities
• Threats
• Strengths
• Weaknesses
Unit
Objectives
Unit
Strategies
and Tactics
Employee
Objective
Implementation, Evaluation, and Feedback
Chapter 2 3
Competitive Strategies
 Market leader – innovation,
development, move quickly to market
 Market follower – efficiency,
improvements in product
 Cost leader – low cost, product
acceptable
Chapter 2 4
Mission, Strategy, Technology,
Structure Relationship
ENVIRONMENT
EXTERNAL
STRATEGY
MISSION
TECHNOLOGY STRUCTURE
INTERNAL
STRATEGY
Chapter 2 5
Factors Influencing Environmental
Stability
Complexity
High Low
S
T
A
B
I
L
I
T
Y
High
Low
High
Uncertainty
Moderate
Uncertainty
Low
Uncertainty
Moderate
Uncertainty
Chapter 2 6
Conditions Increasing the
Importance of HR Issues –
Part 1 of 2
High rate of change in
market demand
Requires employees who can develop or adapt
products and services quickly
High level of
uncertainty in market
demand
Requires employees who can forecast more
accurately and react more flexibly
Rising costs combined
with competitive
pressures on profit
margins
Requires employees with wider range of KSAs so
fewer people can do more things well
High rate of
technological change
Requires employees who are more
technologically literate and current
Chapter 2 7
Conditions Increasing the
Importance of HR Issues –
Part 2 of 2
More complex
organizations
(number and type of
products, technologies,
locations, customers,etc.)
Requires employees who can process and
analyze complex information from a variety of
sources
More diverse labor Requires employees who can interact effectively
in many cultural and ethnic contexts
Smaller labor pool Requires more effective use of existing
employees and better recruiting of new
employees
Chapter 2 8
Relationship between Competitive
and Human Resource Strategies
External Environment
COMPETITIVE
STRATEGY
HUMAN RESOURCE
STRATEGY
Labor
Relations
Climate
Employee
KSAs
Economic
Conditions
Labor
Market
Corporate
Culture
Production Technology
Chapter 2 9
Environmental factors affecting the
selection of a training strategy
Organization’s
Business
Strategies
HR Strategies
HRD Function
Staff Size and
Core Competencies
Resources Allocated
to Training
Training Needs
Organizational
Culture
Training
Providers
Law and
Regulations
Economic
Conditions
Training
Technology
Chapter 2 10
Steps in a Generic Planned Change
Model – Part 1 of 2
1. A compelling need for change is established.
2. Goals are developed and agreed to by the concerned parties.
3. The cause of the need for change is determined
4. Alternative approaches for addressing the cause are identified
and evaluated.
5. An approach to addressing the cause is selected.
6. The approach is carried out.
Chapter 2 11
Steps in a Generic Planned Change
Model – Part 2 of 2
7. The results of the approach are evaluated.
8. The results are fed back to the organization.
• If results are favorable, go to step 9.
• If results are unfavorable, go back to step 4.
9. The change becomes internalized. The changes that have been
made become routine and normal ways the organization
conducts its business.
Chapter 2 12
Change Process Theory
 Unfreezing – creating need for change,
guilt, anxiety, recognize problem exists
 Changing – change behavior, values,
attitudes through change process
 Refreezing –use goals and rewards to
establish new behaviors and attitudes
to replace old ones
Chapter 2 13
Force-field analysis model
Driving Forces
Restraining Forces
Current
Situation
1. Identify the current state of the situation.
2. Envision the desired state.
3. Identify the forces restraining change.
4. Identify the forces that support or encourage change.
5. Assess the strength of the forces.
6. Develop strategies to:
reduce the forces restraining change
increase the forces for change (or capitalize on existing drivers).
Chapter 2 14
Sources of Resistance to
Change
 Fear – tolerance for uncertainty
 Vested interests
 Misunderstandings
 Assessments of impact of change –
different viewpoints
 Inter-organizational agreements – union
contracts
Chapter 2 15
Reducing Resistance to
Change
 Education and communication
 Participation and involvement
 Negotiations – power of resisters
 Cooptation
 Top management support
Chapter 2 16
Human Processual
Interventions
 Survey feedback
 Organizational variables to measure
 Design and implementation of survey
 Presentation of results
 Team building
 Preliminary diagnosis for need
 Change agent with wide range of knowledge
 Change manager and agent should develop
general approach to sessions-
Chapter 2 17
Technostructural Interventions
 Job enlargement
 Job enrichment – Job Characteristics
Model
 Greater effect on productivity
 Alternative work schedules
 Moderate effect on work output
 Withdrawal
 Effects on attitudes
Chapter 2 18
Hackman & Oldham Job-Enrichment
Model
Five Job Characteristics
Skill variety
Task identity
Task significance
Autonomy Feedback
Personal and Work Outcomes
Three Critical Psychological States
Experienced
meaningfulness
of work
Knowledge of
actual work
results
Experienced
responsibility for work
outcomes
High internal
work
motivation
High quality
work
performance
High
satisfaction
with the work
Low
absenteeism
and turnover
Growth
Need
Strength
Chapter 2 19
Differences Between OD Practicioners
and Trainers
Issue OD Practicioner Trainer
Role
Client
Response to problems
with organizational
politics, structure, etc.
Organizational
perception
Strategic Tactical
Top management Middle to lower level
management
Challenge and confront Work around or
within the system
Overly analytical Gets things done
Chapter 2 20
Strategic Training Alternatives
 Primary provider – larger numbers of
trainees, large training department –
centralized vs. decentralized
 Manager/intermediary – selection and
management of outside providers
 Mixed strategy
Chapter 2 21
Questions to Assess Training
Provider Capabilities – Part 1 of 2
What is their background (education, experience, etc.)?
Have they ever provided these particular training programs or
services before?
Have they conducted formal evaluations of their results? If so,
what have been the results?
Can they give you the names of people in these companies who
could speak knowledgeably about the trainer’s products and
services?
Can they give you names of those who were recipients of the
service and those who brought the training provider into the
organization and oversaw the training or the service?
Chapter 2 22
Questions to Assess Training
Provider Capabilities – Part 2 of 2
Can they provide an outline of their approach and/or process?
How do they go about developing a program, delivering
training, or providing a training service?
If they are providing training they have already developed, can
they show you materials, such as handouts, exercises, and
videos?
Since these are not specific to your organization, how will they
alter them to make them appropriate for your situation?
Chapter 2 23
Questions for the Strategic Planning
Process in a Small Business
1. Why are we in business?
2. What are we trying to achieve?
3. Who is our competition and how can we beat them?
4. What sort of ground rules should we be following to get the job
done right?
5. How should we organize ourselves to reach our goals and beat
the competition?
6. How much detail do we need to provide so everyone knows
what to do?
7. What are the few key things that will determine if we make it?
How should we keep track of them?

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Chapter 2

  • 1. Effective Training: Strategies, Systems and Practices, 3rd Edition Chapter Two P. Nick Blanchard and James W. Thacker
  • 2. Chapter 2 2 Linkage between Strategy, Tactics, and Objectives Tactical Activities Competitive Strategy • Mission • Opportunities • Threats • Strengths • Weaknesses Unit Objectives Unit Strategies and Tactics Employee Objective Implementation, Evaluation, and Feedback
  • 3. Chapter 2 3 Competitive Strategies  Market leader – innovation, development, move quickly to market  Market follower – efficiency, improvements in product  Cost leader – low cost, product acceptable
  • 4. Chapter 2 4 Mission, Strategy, Technology, Structure Relationship ENVIRONMENT EXTERNAL STRATEGY MISSION TECHNOLOGY STRUCTURE INTERNAL STRATEGY
  • 5. Chapter 2 5 Factors Influencing Environmental Stability Complexity High Low S T A B I L I T Y High Low High Uncertainty Moderate Uncertainty Low Uncertainty Moderate Uncertainty
  • 6. Chapter 2 6 Conditions Increasing the Importance of HR Issues – Part 1 of 2 High rate of change in market demand Requires employees who can develop or adapt products and services quickly High level of uncertainty in market demand Requires employees who can forecast more accurately and react more flexibly Rising costs combined with competitive pressures on profit margins Requires employees with wider range of KSAs so fewer people can do more things well High rate of technological change Requires employees who are more technologically literate and current
  • 7. Chapter 2 7 Conditions Increasing the Importance of HR Issues – Part 2 of 2 More complex organizations (number and type of products, technologies, locations, customers,etc.) Requires employees who can process and analyze complex information from a variety of sources More diverse labor Requires employees who can interact effectively in many cultural and ethnic contexts Smaller labor pool Requires more effective use of existing employees and better recruiting of new employees
  • 8. Chapter 2 8 Relationship between Competitive and Human Resource Strategies External Environment COMPETITIVE STRATEGY HUMAN RESOURCE STRATEGY Labor Relations Climate Employee KSAs Economic Conditions Labor Market Corporate Culture Production Technology
  • 9. Chapter 2 9 Environmental factors affecting the selection of a training strategy Organization’s Business Strategies HR Strategies HRD Function Staff Size and Core Competencies Resources Allocated to Training Training Needs Organizational Culture Training Providers Law and Regulations Economic Conditions Training Technology
  • 10. Chapter 2 10 Steps in a Generic Planned Change Model – Part 1 of 2 1. A compelling need for change is established. 2. Goals are developed and agreed to by the concerned parties. 3. The cause of the need for change is determined 4. Alternative approaches for addressing the cause are identified and evaluated. 5. An approach to addressing the cause is selected. 6. The approach is carried out.
  • 11. Chapter 2 11 Steps in a Generic Planned Change Model – Part 2 of 2 7. The results of the approach are evaluated. 8. The results are fed back to the organization. • If results are favorable, go to step 9. • If results are unfavorable, go back to step 4. 9. The change becomes internalized. The changes that have been made become routine and normal ways the organization conducts its business.
  • 12. Chapter 2 12 Change Process Theory  Unfreezing – creating need for change, guilt, anxiety, recognize problem exists  Changing – change behavior, values, attitudes through change process  Refreezing –use goals and rewards to establish new behaviors and attitudes to replace old ones
  • 13. Chapter 2 13 Force-field analysis model Driving Forces Restraining Forces Current Situation 1. Identify the current state of the situation. 2. Envision the desired state. 3. Identify the forces restraining change. 4. Identify the forces that support or encourage change. 5. Assess the strength of the forces. 6. Develop strategies to: reduce the forces restraining change increase the forces for change (or capitalize on existing drivers).
  • 14. Chapter 2 14 Sources of Resistance to Change  Fear – tolerance for uncertainty  Vested interests  Misunderstandings  Assessments of impact of change – different viewpoints  Inter-organizational agreements – union contracts
  • 15. Chapter 2 15 Reducing Resistance to Change  Education and communication  Participation and involvement  Negotiations – power of resisters  Cooptation  Top management support
  • 16. Chapter 2 16 Human Processual Interventions  Survey feedback  Organizational variables to measure  Design and implementation of survey  Presentation of results  Team building  Preliminary diagnosis for need  Change agent with wide range of knowledge  Change manager and agent should develop general approach to sessions-
  • 17. Chapter 2 17 Technostructural Interventions  Job enlargement  Job enrichment – Job Characteristics Model  Greater effect on productivity  Alternative work schedules  Moderate effect on work output  Withdrawal  Effects on attitudes
  • 18. Chapter 2 18 Hackman & Oldham Job-Enrichment Model Five Job Characteristics Skill variety Task identity Task significance Autonomy Feedback Personal and Work Outcomes Three Critical Psychological States Experienced meaningfulness of work Knowledge of actual work results Experienced responsibility for work outcomes High internal work motivation High quality work performance High satisfaction with the work Low absenteeism and turnover Growth Need Strength
  • 19. Chapter 2 19 Differences Between OD Practicioners and Trainers Issue OD Practicioner Trainer Role Client Response to problems with organizational politics, structure, etc. Organizational perception Strategic Tactical Top management Middle to lower level management Challenge and confront Work around or within the system Overly analytical Gets things done
  • 20. Chapter 2 20 Strategic Training Alternatives  Primary provider – larger numbers of trainees, large training department – centralized vs. decentralized  Manager/intermediary – selection and management of outside providers  Mixed strategy
  • 21. Chapter 2 21 Questions to Assess Training Provider Capabilities – Part 1 of 2 What is their background (education, experience, etc.)? Have they ever provided these particular training programs or services before? Have they conducted formal evaluations of their results? If so, what have been the results? Can they give you the names of people in these companies who could speak knowledgeably about the trainer’s products and services? Can they give you names of those who were recipients of the service and those who brought the training provider into the organization and oversaw the training or the service?
  • 22. Chapter 2 22 Questions to Assess Training Provider Capabilities – Part 2 of 2 Can they provide an outline of their approach and/or process? How do they go about developing a program, delivering training, or providing a training service? If they are providing training they have already developed, can they show you materials, such as handouts, exercises, and videos? Since these are not specific to your organization, how will they alter them to make them appropriate for your situation?
  • 23. Chapter 2 23 Questions for the Strategic Planning Process in a Small Business 1. Why are we in business? 2. What are we trying to achieve? 3. Who is our competition and how can we beat them? 4. What sort of ground rules should we be following to get the job done right? 5. How should we organize ourselves to reach our goals and beat the competition? 6. How much detail do we need to provide so everyone knows what to do? 7. What are the few key things that will determine if we make it? How should we keep track of them?