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IMPROVING EMPLOYEE COMPETENCIES
IMPROVING EMPLOYEE
       COMPETENCIES




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IMPROVING EMPLOYEE
                                                                             COMPETENCIES




R E N O VAT E Y O U R W O R K F O R C E W I T H T R A I N I N G
T H AT TA R G E T S C O M P E T E N C I E S
Have you ever noticed how a custom-made suit can make anyone look like a million bucks?
And how a badly-fitted one can make even the best of us look dowdy? The key is expert
tailoring. But while custom-fitted clothing can really pack a wallop, so can training that ―fits
like a glove!‖ Training that‘s poorly suited to learners‘ needs falls flat. Competency-based
training, in contrast, leverages existing skills, provides custom training for learners on the job
and comes far closer to alignment with corporate goals.

As businesses strive to increase competiveness in the new world economy, management
can‘t afford to waste their budget on one-size-fits-all packages. What‘s needed is training
that zeros in on employee roles, areas of expertise and functional competencies. In this
article, you‘ll learn how to rethink ill-fitted approaches and create training that‘s neatly
tailored for today‘s market: competency-based training, or CBT. Think of it as a superbly
tailored suit for your learners to make them—and you—look great!




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IMPROVING EMPLOYEE
       COMPETENCIES




                            Rediscovering Competency-Based Training (CBT)


                            You‘ve probably heard of CBT, but what exactly is it? Let‘s start with some history. The
                            beginnings of CBT can be traced to K-12 learning based on practical experience first advocated
                            by American philosopher and educator John Dewey. In the article Reap What You Know, author
                            Craig Cochran explains that CBT is based on skills and competencies. It sounds like a simple
                            approach, and it is.

                            According to Cochran, these are the definitions:



                                    Skill – A task or group of tasks performed to a specific level of competency or
                                    proficiency. Some skills are knowledge- and attitude-based, while others are related to
                                    performing a physical task.



                                    Competency – A skill performed to a specific standard under specific conditions.



                            Cochran relates the resurgence of CBT to the quality management standards of ISO
                            (International Organization for Standardization) 9001:2000. He goes on to define this training
                            genre as the "demonstrated ability to apply knowledge and skills" and notes that ISO 9001:2000
                            establishes that ―competence is the practical application of four variables: education, training,
                            skills and experience,‖ even though the relative mix of these variables changes based on the
                            specific task being analyzed. An accountant, for example, relies more on education and
                            knowledge and less on skills and experience; an electronics assembly-line worker requires
                            specific skills and experience more than education and knowledge. Both mixtures of the four
                            variables add to the final customized training ‗recipe‘ and shape the resulting CBT.
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IMPROVING EMPLOYEE
                                                                                                                                    COMPETENCIES




How Competency-Based Training Can Work for You


So how can CBT work for your company? It depends. To apply this training approach effectively—and create effective, tailored training—you must first
define what CBT means to you. And while every company has its own definition, the primary building blocks are pretty much the same: skills and
competencies. According to a training strategy paper for the healthcare industry developed by Rick Sullivan, PhD, these guidelines apply to all CBT—
regardless of the related industry:

           Competencies are carefully selected.

           Supporting theory is integrated with skill practice.

           Essential knowledge is learned to support the performance of skills.

           Detailed training materials are keyed to the competencies and are designed to support

            the acquisition of knowledge and skills.

           Methods of instruction involve the premise that participants can master the required

            knowledge/skill with sufficient time and appropriate training.

           Flexible training approaches are essential components.

           A variety of support materials are used.

           Satisfactory completion of training is based on achievement of all specified competencies.




                                                                                                                                                  5    Page
IMPROVING EMPLOYEE
        COMPETENCIES




       Identifying Your Competencies

       In addition to incorporating Sullivan‘s guidelines, your competencies must be realistic, demonstrable and forward-looking. The best way to develop a
       workable list of competencies is to relate all employee skills to a series of business processes instead of individual job roles.

       To do this, consider creating a workflow model for the essential tasks in your organization. Remember that employees in the same department may
       require different competencies based on their job duties—even when they have the same job title. In a production line environment, for example,
       workers may have dramatically different competencies based on their position in the line.




       Creating Your Own CBT Model

       Once you define your competencies, you can develop your own CBT with a customized approach. Modeling can shorten the path to developing your
       overall training design because it maximizes ease of understanding and makes it relatively painless to play with ideas on paper before committing to a
       final structure.
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IMPROVING EMPLOYEE
                                                                                                                                COMPETENCIES




The pyramid-style model here shows training needs in layers, with functional competencies at the bottom,
areas of expertise in the middle and roles at the top. This model is well suited to mapping out the        Related Resources:
development path for training and making sure all coursework is relevant to learners.

                                                                                                             Competence Based Business
                                                                                                                Development – Organizational
                                                                                                                Competencies as Basis for
                                                                                                                Successful Companies, by
                                                                                                                Bernhard Schmiedinger, Klaus
                                                                                                                Valentin and Elisabeth Stephan

                                                                                                             Core Competency Analysis, by
                                                                                                                John F Dix and H. Lee “Buck”
                                                                                                                Mathews

                                                                                                             How to Map Competencies to
                                                                                                                e-Learning, presented by Mark
                                      Pyramid Competency Model                                                  Shaw and Kevin Moore at the
                                                                                                                eLearning Guild 2007 Annual
But here‘s the catch: developing a model takes some work. For a truly useful design, make sure that             Gathering
overall business processes are taken into account and engage all stakeholders—management as well as
representatives from every business area. Conduct group meetings with key departmental leads to              Reap What You Know: Sow the

determine current and future employee roles and responsibilities, management input based on job                 seeds of ISO 9001:2000 success

descriptions and overall needs and questionnaires for employees to define perceived training gaps. Once         with competency-based training,
you understand employees‘ levels of expertise, build in professional development learning tracks for            by Craig Cochran
employees who will be climbing the corporate ladder.




                                                                                                                                                 7
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IMPROVING EMPLOYEE
         COMPETENCIES




                                             Another popular model relates to organizational structure and related competencies. With core employees at
                                             the bottom and managers and executives at the top, each level in the organizational structure model depicts
  More Related Resources:
                                             specific job roles, competencies and related training programs.

        The Competency-Based                This model illustrates the many types of skill building that take place as employees advance from lower-level
          Approach to Training, by Rick      roles to executive team roles. It may be more complex than the pyramid model, but it offers deeper insight as
          Sullivan, PhD, JHPIEGO             to how employees develop their skills as they progress to the upper ranks of the business.
          Corporation

        http://www.careeronestop.or
          g/CompetencyModel – The
          Competency Model
          Clearinghouse’s approach to
          competency training for
          individuals in specific
          professions.

        http://www.ASTD.org – The
          American Society for Training
          and Development offers a
          wealth of information related to
          competency-based training.




                                                                             Organizational Structure Competency Model
8
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IMPROVING EMPLOYEE
                                                                                                          COMPETENCIES




Of course, there are many variations on modeling themes. Feel free to create your own
model—one that specifically fits your business. Get your ideas on paper to highlight potential
flaws in your current training programs and discover any training gaps.




Defining Processes, Tasks and Steps

After you build your competency model, it‘s time to target individual competencies, processes
and skills. Since CBT is all about the individualized nature of your business, get a feel for your
unique learner needs before initiating this approach.

According to Conrad Gottfredson, PhD, Rapid Task Analysis (RTA) is the best way to help
characterize the processes, tasks and steps for any CBT program.

In his article, Rapid Task Analysis—The Key to Developing Competency-based e-Learning,
Gottfredson defines RTA as a ―systematic process for identifying job competencies up front, in
the design phase.‖ He feels that ignoring this important phase can result in ―courseware that
won‘t deliver much strategic value and will only provide a limited return on instruction (ROI).‖




                                                                                                                      9   Page
IMPROVING EMPLOYEE
       COMPETENCIES




                            One of the highlights of his strategy is an easy method for extracting job-critical
                            information from SMEs. He proposes that SMEs must first be taught the meaning of
                            tasks, steps and processes. He defines these three areas as:

                                    Steps – Discrete actions that do not stand alone in their ability to achieve a
                                    practical outcome

                                    Tasks – A discrete set of steps that together achieve a specific outcome

                                    Processes – A set of tasks that can be orchestrated together to achieve a
                                    broader outcome

                            Gottfredson believes that once SMEs are trained to recognize the difference between
                            tasks, steps and processes, you‘ll have an effective task analysis. What should you
                            watch out for? Tasks that are misidentified as steps (since tasks never consist of just
                            one step) are the biggest hitch.


                                          Gottfredson’s
                                          Approach to
                                          Recognizing Tasks,
                                          Steps and
                                          Processes
10
Page
IMPROVING EMPLOYEE
                                                                                                                                          COMPETENCIES




Once tasks, steps and processes are clearly identified, group the tasks and finalize the results of your RTA. An easy way to visualize how your
courseware will map to these items is illustrated below.

Notice that the overall competency or skill becomes the course, the process becomes the lesson and the tasks and subtasks develop into the course
topics. By carefully following these guidelines you‘ll have a detailed roadmap for successful CBT and, ultimately, successful learners.




                                                                                                                                                     11  Page
IMPROVING EMPLOYEE
       COMPETENCIES




   Steps to Implement Competency-based Training: The following chart displays steps to implement a competency-based training system, according to ISO
   9001: 2000. Below each step are instructional design tasks you may already perform that can address each step.




                 Determine required                  Compare                     Take action to close               Evaluate the                      Maintain
           1.    competency for each           2.    individuals to        3a.   competency gaps.            4.     effectiveness of training.   5.   records.
                 job or function.                    the competency
                   • Education                       standard.
                                                                                 ID Task:                           ID Task:
                   • Training
                                                                                 Design and develop                 Collect training program
                   • Skills                          ID Task:                    training solutions that            evaluation data, including
                   • Experience                      Perform a skill gap         address the desired                assessment scores and
                                                     analysis.                   learning objectives.               course evaluations and
                 ID Task:                                                                                           develop a program
                 Perform a task and needs                                                                           evaluation report.
                                                                                 Train on relevance and
                 analysis.
                                                                           3b.   importance of activities.

                                                                                 ID Task:
                                                                                 Implement the training
                                                                                 solutions.
12
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IMPROVING EMPLOYEE
                                                                                                                                  COMPETENCIES




Your Training—Dressed for Success!

Good CBT takes time, a company-wide effort and (probably) some extra caffeine-charged days at the computer. But it‘s well worth the work. In
the end, your training will be dressed for success and ready for any season. If you would like to know how to customize your own competency-
based training program, contact us. At Michaels & Associates—we help you supersize learner potential.




    info@michaelsandassoc.com                               www.michaelsandassoc.com                                     toll-free: 877-614-8440




                                                                                                                                                   13
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Improving Employee Competencies

  • 2. IMPROVING EMPLOYEE COMPETENCIES ~ Share This! ~ Post this to your blog, Twitter™, LinkedIn® or Delicious™ accounts or email this to someone who might enjoy it. Share Remix Attribute Share Alike 11639 E. Wethersfield Road, Scottsdale, AZ 85259 USA www.michaelsandassoc.com Toll-free: 877-614-8440 2 © 2010 by Michaels & Associates Docntrain, Ltd. dba Michaels & Associates Page Copyright holder is licensing this under the Creative Commons License, Attribution-Share Alike 3.0. For more information, check out http://creativecommons.org/licenses/by-sa/3.0/us/
  • 3. IMPROVING EMPLOYEE COMPETENCIES R E N O VAT E Y O U R W O R K F O R C E W I T H T R A I N I N G T H AT TA R G E T S C O M P E T E N C I E S Have you ever noticed how a custom-made suit can make anyone look like a million bucks? And how a badly-fitted one can make even the best of us look dowdy? The key is expert tailoring. But while custom-fitted clothing can really pack a wallop, so can training that ―fits like a glove!‖ Training that‘s poorly suited to learners‘ needs falls flat. Competency-based training, in contrast, leverages existing skills, provides custom training for learners on the job and comes far closer to alignment with corporate goals. As businesses strive to increase competiveness in the new world economy, management can‘t afford to waste their budget on one-size-fits-all packages. What‘s needed is training that zeros in on employee roles, areas of expertise and functional competencies. In this article, you‘ll learn how to rethink ill-fitted approaches and create training that‘s neatly tailored for today‘s market: competency-based training, or CBT. Think of it as a superbly tailored suit for your learners to make them—and you—look great! 3 Page
  • 4. IMPROVING EMPLOYEE COMPETENCIES Rediscovering Competency-Based Training (CBT) You‘ve probably heard of CBT, but what exactly is it? Let‘s start with some history. The beginnings of CBT can be traced to K-12 learning based on practical experience first advocated by American philosopher and educator John Dewey. In the article Reap What You Know, author Craig Cochran explains that CBT is based on skills and competencies. It sounds like a simple approach, and it is. According to Cochran, these are the definitions: Skill – A task or group of tasks performed to a specific level of competency or proficiency. Some skills are knowledge- and attitude-based, while others are related to performing a physical task. Competency – A skill performed to a specific standard under specific conditions. Cochran relates the resurgence of CBT to the quality management standards of ISO (International Organization for Standardization) 9001:2000. He goes on to define this training genre as the "demonstrated ability to apply knowledge and skills" and notes that ISO 9001:2000 establishes that ―competence is the practical application of four variables: education, training, skills and experience,‖ even though the relative mix of these variables changes based on the specific task being analyzed. An accountant, for example, relies more on education and knowledge and less on skills and experience; an electronics assembly-line worker requires specific skills and experience more than education and knowledge. Both mixtures of the four variables add to the final customized training ‗recipe‘ and shape the resulting CBT. 4 Page
  • 5. IMPROVING EMPLOYEE COMPETENCIES How Competency-Based Training Can Work for You So how can CBT work for your company? It depends. To apply this training approach effectively—and create effective, tailored training—you must first define what CBT means to you. And while every company has its own definition, the primary building blocks are pretty much the same: skills and competencies. According to a training strategy paper for the healthcare industry developed by Rick Sullivan, PhD, these guidelines apply to all CBT— regardless of the related industry:  Competencies are carefully selected.  Supporting theory is integrated with skill practice.  Essential knowledge is learned to support the performance of skills.  Detailed training materials are keyed to the competencies and are designed to support the acquisition of knowledge and skills.  Methods of instruction involve the premise that participants can master the required knowledge/skill with sufficient time and appropriate training.  Flexible training approaches are essential components.  A variety of support materials are used.  Satisfactory completion of training is based on achievement of all specified competencies. 5 Page
  • 6. IMPROVING EMPLOYEE COMPETENCIES Identifying Your Competencies In addition to incorporating Sullivan‘s guidelines, your competencies must be realistic, demonstrable and forward-looking. The best way to develop a workable list of competencies is to relate all employee skills to a series of business processes instead of individual job roles. To do this, consider creating a workflow model for the essential tasks in your organization. Remember that employees in the same department may require different competencies based on their job duties—even when they have the same job title. In a production line environment, for example, workers may have dramatically different competencies based on their position in the line. Creating Your Own CBT Model Once you define your competencies, you can develop your own CBT with a customized approach. Modeling can shorten the path to developing your overall training design because it maximizes ease of understanding and makes it relatively painless to play with ideas on paper before committing to a final structure. 6 Page
  • 7. IMPROVING EMPLOYEE COMPETENCIES The pyramid-style model here shows training needs in layers, with functional competencies at the bottom, areas of expertise in the middle and roles at the top. This model is well suited to mapping out the Related Resources: development path for training and making sure all coursework is relevant to learners.  Competence Based Business Development – Organizational Competencies as Basis for Successful Companies, by Bernhard Schmiedinger, Klaus Valentin and Elisabeth Stephan  Core Competency Analysis, by John F Dix and H. Lee “Buck” Mathews  How to Map Competencies to e-Learning, presented by Mark Pyramid Competency Model Shaw and Kevin Moore at the eLearning Guild 2007 Annual But here‘s the catch: developing a model takes some work. For a truly useful design, make sure that Gathering overall business processes are taken into account and engage all stakeholders—management as well as representatives from every business area. Conduct group meetings with key departmental leads to  Reap What You Know: Sow the determine current and future employee roles and responsibilities, management input based on job seeds of ISO 9001:2000 success descriptions and overall needs and questionnaires for employees to define perceived training gaps. Once with competency-based training, you understand employees‘ levels of expertise, build in professional development learning tracks for by Craig Cochran employees who will be climbing the corporate ladder. 7 Page
  • 8. IMPROVING EMPLOYEE COMPETENCIES Another popular model relates to organizational structure and related competencies. With core employees at the bottom and managers and executives at the top, each level in the organizational structure model depicts More Related Resources: specific job roles, competencies and related training programs.  The Competency-Based This model illustrates the many types of skill building that take place as employees advance from lower-level Approach to Training, by Rick roles to executive team roles. It may be more complex than the pyramid model, but it offers deeper insight as Sullivan, PhD, JHPIEGO to how employees develop their skills as they progress to the upper ranks of the business. Corporation  http://www.careeronestop.or g/CompetencyModel – The Competency Model Clearinghouse’s approach to competency training for individuals in specific professions.  http://www.ASTD.org – The American Society for Training and Development offers a wealth of information related to competency-based training. Organizational Structure Competency Model 8 Page
  • 9. IMPROVING EMPLOYEE COMPETENCIES Of course, there are many variations on modeling themes. Feel free to create your own model—one that specifically fits your business. Get your ideas on paper to highlight potential flaws in your current training programs and discover any training gaps. Defining Processes, Tasks and Steps After you build your competency model, it‘s time to target individual competencies, processes and skills. Since CBT is all about the individualized nature of your business, get a feel for your unique learner needs before initiating this approach. According to Conrad Gottfredson, PhD, Rapid Task Analysis (RTA) is the best way to help characterize the processes, tasks and steps for any CBT program. In his article, Rapid Task Analysis—The Key to Developing Competency-based e-Learning, Gottfredson defines RTA as a ―systematic process for identifying job competencies up front, in the design phase.‖ He feels that ignoring this important phase can result in ―courseware that won‘t deliver much strategic value and will only provide a limited return on instruction (ROI).‖ 9 Page
  • 10. IMPROVING EMPLOYEE COMPETENCIES One of the highlights of his strategy is an easy method for extracting job-critical information from SMEs. He proposes that SMEs must first be taught the meaning of tasks, steps and processes. He defines these three areas as: Steps – Discrete actions that do not stand alone in their ability to achieve a practical outcome Tasks – A discrete set of steps that together achieve a specific outcome Processes – A set of tasks that can be orchestrated together to achieve a broader outcome Gottfredson believes that once SMEs are trained to recognize the difference between tasks, steps and processes, you‘ll have an effective task analysis. What should you watch out for? Tasks that are misidentified as steps (since tasks never consist of just one step) are the biggest hitch. Gottfredson’s Approach to Recognizing Tasks, Steps and Processes 10 Page
  • 11. IMPROVING EMPLOYEE COMPETENCIES Once tasks, steps and processes are clearly identified, group the tasks and finalize the results of your RTA. An easy way to visualize how your courseware will map to these items is illustrated below. Notice that the overall competency or skill becomes the course, the process becomes the lesson and the tasks and subtasks develop into the course topics. By carefully following these guidelines you‘ll have a detailed roadmap for successful CBT and, ultimately, successful learners. 11 Page
  • 12. IMPROVING EMPLOYEE COMPETENCIES Steps to Implement Competency-based Training: The following chart displays steps to implement a competency-based training system, according to ISO 9001: 2000. Below each step are instructional design tasks you may already perform that can address each step. Determine required Compare Take action to close Evaluate the Maintain 1. competency for each 2. individuals to 3a. competency gaps. 4. effectiveness of training. 5. records. job or function. the competency • Education standard. ID Task: ID Task: • Training Design and develop Collect training program • Skills ID Task: training solutions that evaluation data, including • Experience Perform a skill gap address the desired assessment scores and analysis. learning objectives. course evaluations and ID Task: develop a program Perform a task and needs evaluation report. Train on relevance and analysis. 3b. importance of activities. ID Task: Implement the training solutions. 12 Page
  • 13. IMPROVING EMPLOYEE COMPETENCIES Your Training—Dressed for Success! Good CBT takes time, a company-wide effort and (probably) some extra caffeine-charged days at the computer. But it‘s well worth the work. In the end, your training will be dressed for success and ready for any season. If you would like to know how to customize your own competency- based training program, contact us. At Michaels & Associates—we help you supersize learner potential. info@michaelsandassoc.com www.michaelsandassoc.com toll-free: 877-614-8440 13 Page