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WORKSHOP ON
TRAINING NEEDS
ASSESSMENT &
PROGRAMME
DEVELOPMENT
POWERED BY:
INDUSTRIAL TRAINING FUND, LEKKI
AREA OFFICE

20-22 March, 2012
it’s a
GREAT DAY
 Welcome/    Introduction
 Expectations from Participants
 Ground Rules
   Leave personal baggage behind
   Interactive participation
   There is no single right answer
   Only one person talks at a time
   Avoid distractions (control all mobile phones)
 Delivery Method
     Interactive
     Experience sharing
     Groups Discussions

 Conveniences
 Appreciating      Your Organisation.
Ground Rules
Cell Phones To Vibrate
Everybody Participates
Listen Actively!
Share Your Knowledge
Be Open Minded
why are we here?
“There is nothing training cannot do.
          Nothing is above its reach.
      It can turn bad morals to good;
it can destroy bad principles and recreate
   good ones; it can lift men to angelship.”
Introduction
In advance economies, proper identification of
training needs constitute the foundation for effective
training intervention and programme design.
With the resources for training shrinking everyday
and the demand for training increasing, managers
need to acquire knowledge in training needs
assessment in their organisations, and develop
required skills to design appropriate programmes to
address the training needs.
This workshop is designed to equip and expose
Human Resource Development (HRD) practitioners
with requisite skills of learning and development
function and how needs assessment fits into the
process, followed by an in-depth look at the core
concepts and steps involved in conducting training
needs assessment.
Objectives of the Workshop
 At the end of the workshop, participants
  should be able to:
 Define Training Needs Assessment;
 Discuss different approaches to Training
  Needs Assessment;
 Design Training Needs Assessment
  Template;
 Identify individual and group training
  needs using a variety of methods;
 Design and Develop Appropriate Training
  Intervention
Content
 Training Needs Assessment – Starting Out.
 Levels of Training Needs Assessment.
 Approaches to Training Needs
  Assessment.
 Target Setting.
 Job Analysis.
 Training Needs Assessment Template
  Design.
 Designing and Developing Training
  Intervention.
 Training Needs Assessment Evaluation.
 Practical Exercise.
TIME-TABLE FOR WORKSHOP ON TRAINING
NEEDS ASSESSMENT & PROGRAMME DEVELOPMENT

DAY
ONE          9 am -9.30 am              10am – 11.30am               11.30 am – 1 pm                1 pm – 2 pm             2 pm -2.30     2.30 pm – 4 pm
                                                                                                                                pm
           Opening Ceremony              Training Needs        Levels of Training Needs             Group Lunch             Group/Ind        Job Analysis
                                    Assessment– Starting Out   Assessment                                                   . Exercise




DAY        MODULE FOUR (A)             MODULE FOUR (B)            MODULE FIVE (A)                                                  MODULE FIVE (B)
TWO          9 am – 11 am                11 am – 1 pm               1 pm – 2 pm                     2 pm – 3 pm                      3 pm – 5 pm
                                                                                                   Lunch / Prayer
        Tea Break/Development of     Marketing for Small and    Operational Guidelines of                                         Role of Pension Fund
        Small /Medium Enterprise       Medium Enterprise        the new Pension scheme                                        Administrators and Custodians
                in Nigeria




           MODULE SIX (A)              MODULE SIX (B)              MODULE SIX (C)
 DAY         9 am – 11 am               11 am – 12 noon             12 noon – 1 pm                  1 pm – 2 pm                        2 pm – 3 pm
THREE                                                                                       Presentation of Certificate /         Lunch /Prayer/ Closing
        Tea Break / starting your       Feasibility Study             Business Plan                 Communiqué
                Business


                                                                                                                    Competency System
“people   connect”
Networking: How it Works
 One   of the best investments you can
  make in life is to constantly develop
  friendships that can help you when you
  need it, and of course, you can also help
  when they need it. It is a two-way track.
 A chain of interconnected people and
  situations gets you a job at the top! It is
  not a passive siddon-look-and-hope-it-
  happens-because-I deserve- it sequence
  of activity.
 It’s about meeting people and keeping in
  touch with them
What You Gain by Networking?
  Networking  has helped a lot of people
  􀀹 Break barriers between the possible
  and impossible.
  􀀹 Bridge gaps between the known and
  unknown.
  􀀹 Build relationships where friendships
  never existed.
Using FOUR straight lines,
           join ALL the dots
WITHOUT lifting your pen from the paper


                         


                         


                         
4 straight lines
        Join ALL dots
        Do not lift pen


       


       


       
4 straight lines
Join ALL dots
                               competitive
Do not lift pen
                               leverage can only

                               be achieved if we
                         
                               play at the fringes

                               of the law
                         


                         
TRAINING NEEDS
ASSESSMENT –
STARTING OUT
18




Training & Development
 What   is training? What is development?
 Training: enhances the capabilities of an
  employee to perform his or her current job
     Focuses on the current job
       Examples    for a bank teller:
          Training program to correctly identify counterfeit
           currency
          Training program in the bank‟s new computer
           system used by tellers to process customer‟s
           transactions
19




Training & Development
   Development: enhances the capabilities of
    an employee to be ready to perform possible
    future jobs
       Focuses on future jobs
           Developmental education programs
               Examples for a bank teller:
                   Bank sends the teller to a day-long workshop on
                    “Emerging Issues in Finance & Banking”
                   Bank pays for the employee to get his or her MBA
                    degree
           Developmental job experiences
               Examples: job rotation or job enlargement
           Developmental interpersonal relationships
               Example: mentoring
20




Training Cycle




Source: Fisher, Schoenfeldt, & Shaw (2006), Figure 9.1, p. 377
Learning is provided in order
  to improve performance
      on the present job.

       (Nadler, 1984)
What have you done today to enhance
(or at least insure against the decline of)
    the relative overall useful-skill level
             of your work force
           vis-a-vis competitors?

                -  Tom Peters
              Thriving on Chaos
What is a competency ?
     A competency is a combination of
knowledge, Skills and Attitudes,
 demonstrated in the performance of a
job by an individual.
THE INDIVIDUAL DEVELOPMENT PLANNING
                      24


PROCESS. [IDP System]

1. Find the Required Level of
Competency for the Job.
2. Find the Personal Competency of the
Individual.
3. Find the gap which is the development
need.
What is a Needs Assessment?


 “Needs assessment is the systematic effort
   that we make to gather opinions and
     ideas from a variety of sources on
   performance problems or new systems
             and technologies.”

                  Allison Rossett (1987)
Needs Assessment
 Refers
      to the process used to determine
 whether training is necessary

 Because   needs assessment is the first step
 in the instructional design process:
     If it is poorly conducted, training will not
      achieve the outcomes or financial benefits
      the company expects
Causes and Outcomes of
       Needs Assessment
Reasons or “Pressure Points”                                           Outcomes
 •Legislation             What is the Context?                         •What Trainees Need to
                                                                       Learn
 •Lack of Basic Skills
                                Organization                           •Who Receives
 •Poor Performance                Analysis                             Training
 •New Technology                                Task      In What Do   •Type of Training
                                               Analysis   They Need
 •Customer Requests                                                    •Frequency of Training
                                                          Training?
 •New Products                   Person
                                 Analysis                              •Buy Versus Build
 •Higher Performance                                                   Training Decision
 Standards                                                             •Training Versus Other
                               Who Needs the
 •New Jobs                     Training?                               HR Options Such as
                                                                       Selection or Job
                                                                       Redesign
                                                                       •How Training Should
                                                                       Be Evaluated
Why do a Needs Assessment?

   To make sure we are applying the right solution to
    the problem

   To identify what learning will be accomplished

   To identify what changes in behavior and
    performance are expected

   To determine the expected economic costs and
    benefits
Steps of a Needs Assessment

   Conduct Task Analysis and compile a Task Inventory

   Perform a Gap Analysis

   Select which tasks will be addressed

   Determine performance measures for the trained
    task

   Select Training Method

   Estimate training costs
Needs assessment involves:
(1 of 2)
   Organizational Analysis – involves
    determining:
     the appropriateness of training, given the
      business strategy
     resources available for training
     support by managers and peers for training


   Task Analysis – involves:
     identifying  the important tasks and knowledge,
      skill, and behaviors that need to be emphasized
      in training for employees to complete their tasks
Needs assessment involves:
(2 of 2)
 Person   Analysis – involves:
    determining   whether performance
     deficiencies result from a lack of
     knowledge, skill, or ability (a training
     issue) or from a motivational or work
     design problem
    identifying who needs training
    determining employees‟ readiness for
     training
To Train or Not
      High


                Problem: Low Motivation            Problem: Systemic

                           Method                         Method
                        Assess personal      Consider system issues, problem
   Job               consequences/ rewards
                                             is out of control of the employee
Knowledge                   system


                       Problem: Bad Fit       Problem: Lack of Knowledge
                                                        or Tools
                          Method
                     Consider improper                   Method
                 placement of employee in                Training
         Low
                        the position
               Low                                                        High

                         Employee attitude/desire to perform the job
THANK YOU
LEVELS OF TRAINING
NEEDS ASSESSMENT
“Training must have purpose and that purpose can be
 defined only if the learning needs of the organization
 the groups and individuals within it have been
 systematically identified.”
   Michael Armstrong, Human Resource Management
   Practice, Kogan Page, 2001
Training Needs Assessment
 “Atraining needs assessment provides
 vital information about the real needs of
 the organization. This pre-training tool
 helps a company to strategically identify
 specific areas needing attention
 (training and non-training). The
 assessment results help target training
 more cost-effectively.”
How TNA Is carried Out
   Revising the objectives
   Collecting data about performance
   Data analysis
   Abstracting     performance        problems
    (problems that can be solved by training)
   Translating those problems into            training
    needs;
       Quantitative: How many to train, and
       Qualitative: What KSA to impart
Sources of Information for TNA
                                    Data on productivity, quality
    Organisational goals and
                                     and performance
     corporate plans
                                    Departmental layout
    Human resources and
                                     changes
     succession plan
                                    Management requests for
    Personnel statistics
                                     training
    Exit interviews
                                    Knowledge of financial plans
    Consultations with senior
                                    Plans for introducing new
     managers
                                     technology or
                                     developing/deploying IT
                                     systems
                                    Marketing plans
Levels of Training Needs
 Organisational   Level

 Task/Departmental    or Group
 Level

 Individual   Level
The Training Gap
     What is          Training gap    What should be


   Corporate or                         Corporate or
 functional results                  functional standards

 Knowledge and                         Knowledge and
 skills possessed                       skills required

Actual performance                   Targets or standards
    of individual                      of performance
TNA: Areas and Methods

       Corporate            Group             Individual




              Analysis of              Performance
Analysis of                                                Job and
               Human        Training        and
 Strategic                                                   Role
              Resource       Survey    Development
    Plans                                Reviews           Analysis
                Plans
Benefits:


 Eliminate  chaos from your training efforts
 Set the direction and tone of your training
  effort
 Align training with your business goals and
  objectives
 Bring reason, cohesiveness and clarity to your
  training effort
 Monitor the progress of your organization in
  achieving its training goals
The bigger picture
               Organisational performance




                Employee performance




                Employee Skills, Knowledge and Attitudes




                Employee education, experience and training
Training Need Analysis (TNA)




                 TNA is a tool to
Existing         identify the gap                Required
• Skills                                         • Skills
• Knowledge                                      • Knowledge
• Attitudes                                      • Attitudes


                                    Copyright 2006 by Atul Mathur
TNA (Step 1): Future performance
               What are the goals for the future
               performance of our organisation?

               • profit
               • growth
               • customer base
               • new products
               •?
               •?




Existing                                           Future
performance                                        performance
TNA (Step 2): Challenges

               What are we concerned about?
               What’re the challenges today?

               What challenges we are likely to
               face in the future?




Existing                                          Future
challenges                                        challenges
TNA (Step 3): Employee performance


                In what way our employees should
                start performing differently to help
                us meet the challenges and take us
                to the goals?




Existing                                               Future
performance                                            Performance
TNA (Step 4): New Skills, knowledge and
                     Attitudes
               In order for our employees to
               perform differently, what kind of
               new Skills, Knowledge and
               Attitudes they need to have?




Existing                                           Required
•Skills                                            • Skills
•Knowledge                                         • Knowledge
•Attitudes                                         • Attitudes
TNA (Step 5): Training needs

                 Now that we know what kind of
                 new Skills, knowledge and
                 Attitudes are required for our
                 employees, how can we bridge the
                 gap?




Existing                                            Required
•Skills                                             • Skills
•Knowledge                                          • Knowledge
•Attitudes                                          • Attitudes
TNA in essence…
   1   Start with future organisational goals and challenges




       2   Assess required employee performance to meet the goals and challenges




           3     Assess required employee Skills, Knowledge and Attitudes to deliver the performance




                  4     Identify employee training needs to bridge the gap
TNA At Organisational Level
53




     What is Organisational TN?
   Training needs of an organisation
    have to do with organisational
    objectives;
     Orientationprogramme to acquaint
      all employees with policies
     IT   skills for new employees
     Market    knowledge, etc
54



Classification of Organisational TN

   Recognised training needs
       The need of the organisation, its structures, policies and
        procedures and benefits
       The need to know a Department, its policies, rules,
        operating procedures and personnel
       The need to have specific job skills and knowledge not
        generally possessed by most new employees in their jobs
55


…..cont’d
 Requested   training needs
    Changes in jobs and/or systems
    Addition of new equipment
    Department performance reviews
    New and revised government requirements
    Employee opinion surveys, organisational
     studies, departmental meetings and focus
     group discussions
    Exit interviews conducted with departing
     employees
Identifying the Danger Signals
   These danger signals include the following:
       increased customer complaints
       a rise in workplace accidents
       higher absenteeism
       lower sales
       increased scrap rates / reworking
       low plant utilisation
57


…..cont’d
    low staff performance
    high staff turnover
    poor financial indicators
    low morale
    problems with suppliers
    benchmarking figures do not match or exceed
     competitors
    non-productive friction between departments
    non-productive friction between employees
     especially managers
Organisation Wide TNA Process
   The process of carrying out an organisational
    wide TNA or audit requires commitment from all
    parties, individuals, managers and the HR and/or
    training team.
   The process should be undertaken only once in a
    given year.
   Use the ten questions from Grey (1994):
     What   is the perceived problem?
     What   are the aims and objectives?
     What   is expected from the TNA process?
…..cont’d
    What performance is required from the
     target group/ individuals?
    Timescale?
    Budgets: should they be considered? who
     allocated what?
    What barriers might exist?
    How the information is to be presented/
     collected
    Is anything out of bounds?
    Key issues/ areas of focus
Things To Consider
   The way a TNA process is managed must depend
    on the culture (how things are done) of the
    organisation.
   There is no point centralising the process if budgets
    are distributed across the organisation,.
   Equally there is no point delegating responsibility
    for the TNA process if managers have no say in the
    ability to offer solutions to meet needs.
…..cont’d
   Carefully consider the end result as you plan the ITN
    process.
       How will you process the data?
       What analysis do you need to do?



   Invest quality time in the exercise to meet deadlines.




   Align the processes and procedures to the culture of the
    organization for effective implementation.
TNA At Group Level
63




TNA At Group Level CONT’D
   Within a team or a department there are
    needs which may be specific to that
    group of people. It is also the case that
    those needs may not be observable or
    apparent to other parts of the
    organization.
   For this reason it is important that learning
    needs and other needs are regularly
    investigated and gaps addressed.
64




…..cont’d
   Learning needs arise within teams, groups
    and departments and these should be
    addressed on a collective basis.
   Team leaders or heads of departments
    will have responsibility for performance in
    their areas and may also have
    responsibility    for       training   and
    development.
Questions for Group TNA
   Here are some questions to help              you   identify
    team/departmental learning needs.
       Is the provision of learning activities determined from
        a consideration of organizational objectives?
       Is the provision of learning activities determined from
        a consideration of team / departmental objectives?
       Does the team operate effectively as a team /
        department or just as a collection of individuals?
…..cont’d
    How might the team / department interact more
     effectively with its internal customers?
    Does the team / department meet to discuss ways
     of operating more efficiently and effectively?
    What skills of coaching and mentoring exist within
     the department to support learning?
    How does the team / department measure its
     effectiveness and compare itself against other
     similar teams / departments either within or external.
    Are people encouraged to develop their own skills
     and knowledge?
Questions for Group TNA
   Do managers support and encourage the development
    of people for whom they have responsibility?
   Does your organization have clear objectives which
    people understand and can explain?
   Do people understand how they contribute to the
    objectives of the organization?
…..cont’d
    Is there a clear induction process for people
     new to the organization?
    To what extent does training and education
     contribute to improved performance in the
     organization?
    How much training does each member of the
     team / department receive each year?
    Are effective interpersonal skills observed all
     the time between members of the team /
     department?
Occupational Group TNA
   Occupational groups may also have needs specific
    to that discipline
   While professional bodies may provide training
    programmes, it is unlikely that they will be sufficiently
    focused to match the organization's specific
    occupational requirements.
…..cont’d
   The identification of learning needs
    may be conducted to address a
    specific cross-section of employees
    within an organization such as
    operators, administration, sales etc.
    This enables resources to be
    focused more directly on those who
    have a specific need.
Questions for Occupational Group
        TNA
   Use these questions as a prompt to identify specific
    areas of occupational training.
       What current activities require specific training?
       What future developments will require specific
        training?
       Is a job analysis carried out to identify the skills
        and knowledge required for tasks in a particular
        occupation?
       How are the skills of staff evaluated and
        compared    to the   requirements  of  the
        department?
…..cont’d
    Does a procedure exist for upgrading the skills of staff?
    How often is a staff appraisal carried out and how
     often is there a follow up meeting?
    Do members of staff have personal development
     plans which are designed to enhance their skills?
    Is a „license to practice‟ required for the occupational
     area?
…..cont’d
    How do you ensure that you get the
     qualifying level of continuing professional
     (education) points?
    Do you regularly read professional / trade
     journals – what are the current issues of
     concern and which need addressing through
     learning strategies?
    Occupational standards are available for
     most work areas and provide the most
     comprehensive descriptions of work activities
     – are these used to inform decision making?
TN At Individual Level
TNA At Individual Level
CONT’D
   Managers     regularly      review the
    performance of those individuals for
    which they have responsibility.
   However, this is usually done during the
    appraisal interview, but if this only occurs
    once a year it is insufficient and should be
    more frequent.
What is Individual TN?
   Individual training needs are those not
    required by typical employees.
   They are training needs required by
    specific employees for the purpose of;
       Performance improvement
       Eligibility for new job
       Acquiring skills others already have
77




Basis for Individual TN
   Performance reviews
   Selection process
   Testing and measurement
   Employee career objectives
   Succession plans
Questions for Individual TNA
   Does the person have the ability to
    successfully achieve work objectives?
   Does the person have the right attitude for
    the job?
   What is the level of energy which is used
    by the person?
   Are they lacking specific areas of
    experience which need to be addressed?
   Can the person work flexibly?
…..cont’d


     Does the person possess the interpersonal
      skills to work effectively in their area?
     Does the person have the specific
      knowledge required for the post?
     Do they demonstrate suitable maturity for
      the post?
     Does the person possess the people
      management skills for their position?
…..cont’d

   What is their level of productivity?
   Does the person have the potential for
    promotion?
   Does the person have the qualifications
    necessary for their current or future
    positions?
   Does the person have the ability to work in a
    team?
   Does the person have the specific technical
    skills required for this or a future position?
TN At Individual Level
 Gap         between         current   employers‟
 competence level (what is) and the desired
 level (what should be):
    TN = DL – CL

     TN   (Training Needs)

     DL   (Desired Level)

        CL (Current Level)
Training Needs Form
                    Training Needs          Programmes to Meet
Source                                      Training Needs
(Dept/Div/   KS Deficiencies   Numbers of
Unit/Sect)                     Staff
83
Summary
 “Thebottom line of needs assessment is to
 determine organizational needs,
 employee needs, and organizational
 resources to provide needed training.”
JOB ANALYSIS
LEARNING OBJECTIVES
  On completion of this session,
   you should be able to:
   Identify   the methods of job
    analysis
   Identify the purpose of job
    analysis
   Breakdown a job into tasks and
    identify the key result areas.
DEFINITIONS
 Job  Analysis is a process to identify and
  determine in detail the particular job,
  duties and requirements and the relative
  importance of these duties for a given
  job.
 Job Analysis is a process where judgments
  are made about data collected on a job.
The Job; not the person
   An  important concept of Job Analysis is that
   the analysis is conducted of the job, not the
   person. While Job Analysis data may be
   collected from incumbents through interviews
   or questionnaires, the product of the analysis
   is a description or specification of the job, not
   a description of the person.
Purpose of Job Analysis
   The
      purpose of Job Analysis is to establish
   and document the ‘job relatedness’ of
   employment procedures such as:
    Determining  Training Needs
    Compensation
    Selection Procedures
    Performance Review
Determining Training Needs
 Job Analysis can be used in training/“needs
 assessment” to identify or develop:
    Training content
    Assessment tests to measure effectiveness of
     training
    Equipment to be used in delivering the training
    Methods of training (i.e. small group, computer-
     based, video, classroom……).
Compensation
 Job  Analysis    can     be    used    in
 compensation to identify or determine:
    Skill levels
    Compensable job factors
    Work environment (e.g. hazards; attention; physical
     effort)
    Responsibilities (e.g. fiscal; supervisory)
    Required level of education (indirectly related to
     salary level).
Selection Procedures
Job Analysis can be used in selection procedures to
identify or develop:
   Job duties that should be included in advertisements
    of vacant positions;
   Appropriate salary level for the position to help
    determine what salary should be offered to a
    candidate;
   Minimum      requirements      (education     and/or
    experience) for screening applicants;
   Interview question;
Selection Procedures (Cont.)


     Selection tests/instruments (e.g. written
      tests, oral tests; job stimulations)
     Applicant appraisal/evaluation forms;
     Orientation materials for applicants/new
      hires.
Performance Review
 Job Analysis can be used in performance review
 to identify or develop:

    Goals and objectives
    Performance standards
    Evaluation criteria
    Length of probationary periods
    Duties to be evaluated
JOB DESCRIPTION
 A Job Description is a structured and factual
 statement of a job‟s functions and objectives. It
 should define the boundaries of the job-holder‟s
 authority and include the job title, department,
 job site and reporting lines.
ADVANTAGES OF JOB DESCRIPTION

  Clarify duties and responsibilities
  Are useful in recruiting staff
  Help to identify gap or duplication
   in the company
  Provide    an overview of the
   functions and activities undertaken
   by the department or organization.
DISADVANTAGES OF JOB DESCRIPTION

  Can    create a “That‟s not in
   my         job    description”
   environment if they are too
   restrictive.
  Need regular updating.
Methods of Job Analysis
  Several methods exist that may be used
  individually or in combination. These include:
   Review       of    job     classification
    systems
   Incumbent interviews
   Supervisor interviews
   Expert panels
   Structured questionnaires
Methods of Job Analysis
    Task inventories
    Check lists
    Open-ended questionnaires
    Observation
    Incumbent work logs.
     The method that you may use in Job Analysis will
     depend on practical concerns such as type of job,
     number of jobs, number of incumbents and
     location of jobs.
What Aspects of a Job Are Analyzed?
 Job Analysis should collect information on
 the following areas:
  Duties and Tasks The basic unit of a job is the
   performance of specific tasks and duties.
   Information to be collected about these items
   may include: frequency, duration, effort, skill,
   complexity, equipment, standard, etc.
  Environment This may have a significant
   impact on the physical requirements to be
   able to perform a job. The work environment
   may include unpleasant conditions such as
   offensive odours and temperature extremes.
Tools and Equipment Some duties and
tasks are performed using specific
equipment and tools. Equipment may
include protective clothing. These items
need to be specified in a Job Analysis.
Relationships      Supervision given and
received. Relationships with internal or
external people.
Requirements The knowledge, skills and
abilities (KSA‟s) required to perform the
job.     While an incumbent may have
higher KSA‟s than those required for the
job, a Job Analysis typically only states
the minimum requirements to perform the
job.
TASKS ANALYSIS
Task analysis is the process of identifying the
various elements of a task and examining the
frequency (how often it is done) the criticality
(how critical is it for the worker to have the skill)
and the difficulty (how difficult is it to learn the skill
involved) association with each element.
Identifying main duties/key tasks/key result areas

    Key tasks or responsibilities are those that make
     a substantial contribution towards achieving
     the objectives of the job and the organization.
     The description of each task should include
     three components:
    a “doing” verb highlighting the main activities
     e.g to develop, design, implement and clear.
    the object of the activity (stock levels, existing
     suppliers)
    its   purpose (to reduce costs, improve
     efficiency, generate new income).
                             I.T.F.........Developing The Nation's Human
                                                               Resources
Breakout Session



Each Team Should Analyse a Job and bring
 out the details expected of the job Holder.
THANK YOU
FOR YOUR TIME!

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Workshop on training needs assessment & programme development 1

  • 1. WORKSHOP ON TRAINING NEEDS ASSESSMENT & PROGRAMME DEVELOPMENT POWERED BY: INDUSTRIAL TRAINING FUND, LEKKI AREA OFFICE 20-22 March, 2012
  • 3.  Welcome/ Introduction  Expectations from Participants  Ground Rules  Leave personal baggage behind  Interactive participation  There is no single right answer  Only one person talks at a time  Avoid distractions (control all mobile phones)  Delivery Method  Interactive  Experience sharing  Groups Discussions  Conveniences  Appreciating Your Organisation.
  • 4. Ground Rules Cell Phones To Vibrate Everybody Participates Listen Actively! Share Your Knowledge Be Open Minded
  • 5. why are we here?
  • 6. “There is nothing training cannot do. Nothing is above its reach. It can turn bad morals to good; it can destroy bad principles and recreate good ones; it can lift men to angelship.”
  • 7. Introduction In advance economies, proper identification of training needs constitute the foundation for effective training intervention and programme design. With the resources for training shrinking everyday and the demand for training increasing, managers need to acquire knowledge in training needs assessment in their organisations, and develop required skills to design appropriate programmes to address the training needs. This workshop is designed to equip and expose Human Resource Development (HRD) practitioners with requisite skills of learning and development function and how needs assessment fits into the process, followed by an in-depth look at the core concepts and steps involved in conducting training needs assessment.
  • 8. Objectives of the Workshop  At the end of the workshop, participants should be able to:  Define Training Needs Assessment;  Discuss different approaches to Training Needs Assessment;  Design Training Needs Assessment Template;  Identify individual and group training needs using a variety of methods;  Design and Develop Appropriate Training Intervention
  • 9. Content  Training Needs Assessment – Starting Out.  Levels of Training Needs Assessment.  Approaches to Training Needs Assessment.  Target Setting.  Job Analysis.  Training Needs Assessment Template Design.  Designing and Developing Training Intervention.  Training Needs Assessment Evaluation.  Practical Exercise.
  • 10. TIME-TABLE FOR WORKSHOP ON TRAINING NEEDS ASSESSMENT & PROGRAMME DEVELOPMENT DAY ONE 9 am -9.30 am 10am – 11.30am 11.30 am – 1 pm 1 pm – 2 pm 2 pm -2.30 2.30 pm – 4 pm pm Opening Ceremony Training Needs Levels of Training Needs Group Lunch Group/Ind Job Analysis Assessment– Starting Out Assessment . Exercise DAY MODULE FOUR (A) MODULE FOUR (B) MODULE FIVE (A) MODULE FIVE (B) TWO 9 am – 11 am 11 am – 1 pm 1 pm – 2 pm 2 pm – 3 pm 3 pm – 5 pm Lunch / Prayer Tea Break/Development of Marketing for Small and Operational Guidelines of Role of Pension Fund Small /Medium Enterprise Medium Enterprise the new Pension scheme Administrators and Custodians in Nigeria MODULE SIX (A) MODULE SIX (B) MODULE SIX (C) DAY 9 am – 11 am 11 am – 12 noon 12 noon – 1 pm 1 pm – 2 pm 2 pm – 3 pm THREE Presentation of Certificate / Lunch /Prayer/ Closing Tea Break / starting your Feasibility Study Business Plan Communiqué Business Competency System
  • 11. “people connect”
  • 12. Networking: How it Works  One of the best investments you can make in life is to constantly develop friendships that can help you when you need it, and of course, you can also help when they need it. It is a two-way track.  A chain of interconnected people and situations gets you a job at the top! It is not a passive siddon-look-and-hope-it- happens-because-I deserve- it sequence of activity.  It’s about meeting people and keeping in touch with them
  • 13. What You Gain by Networking?  Networking has helped a lot of people  􀀹 Break barriers between the possible and impossible.  􀀹 Bridge gaps between the known and unknown.  􀀹 Build relationships where friendships never existed.
  • 14. Using FOUR straight lines, join ALL the dots WITHOUT lifting your pen from the paper         
  • 15. 4 straight lines Join ALL dots Do not lift pen         
  • 16. 4 straight lines Join ALL dots competitive Do not lift pen leverage can only be achieved if we    play at the fringes of the law      
  • 18. 18 Training & Development  What is training? What is development?  Training: enhances the capabilities of an employee to perform his or her current job  Focuses on the current job  Examples for a bank teller:  Training program to correctly identify counterfeit currency  Training program in the bank‟s new computer system used by tellers to process customer‟s transactions
  • 19. 19 Training & Development  Development: enhances the capabilities of an employee to be ready to perform possible future jobs  Focuses on future jobs  Developmental education programs  Examples for a bank teller:  Bank sends the teller to a day-long workshop on “Emerging Issues in Finance & Banking”  Bank pays for the employee to get his or her MBA degree  Developmental job experiences  Examples: job rotation or job enlargement  Developmental interpersonal relationships  Example: mentoring
  • 20. 20 Training Cycle Source: Fisher, Schoenfeldt, & Shaw (2006), Figure 9.1, p. 377
  • 21. Learning is provided in order to improve performance on the present job. (Nadler, 1984)
  • 22. What have you done today to enhance (or at least insure against the decline of) the relative overall useful-skill level of your work force vis-a-vis competitors? - Tom Peters Thriving on Chaos
  • 23. What is a competency ? A competency is a combination of knowledge, Skills and Attitudes, demonstrated in the performance of a job by an individual.
  • 24. THE INDIVIDUAL DEVELOPMENT PLANNING 24 PROCESS. [IDP System] 1. Find the Required Level of Competency for the Job. 2. Find the Personal Competency of the Individual. 3. Find the gap which is the development need.
  • 25.
  • 26. What is a Needs Assessment? “Needs assessment is the systematic effort that we make to gather opinions and ideas from a variety of sources on performance problems or new systems and technologies.” Allison Rossett (1987)
  • 27. Needs Assessment  Refers to the process used to determine whether training is necessary  Because needs assessment is the first step in the instructional design process:  If it is poorly conducted, training will not achieve the outcomes or financial benefits the company expects
  • 28. Causes and Outcomes of Needs Assessment Reasons or “Pressure Points” Outcomes •Legislation What is the Context? •What Trainees Need to Learn •Lack of Basic Skills Organization •Who Receives •Poor Performance Analysis Training •New Technology Task In What Do •Type of Training Analysis They Need •Customer Requests •Frequency of Training Training? •New Products Person Analysis •Buy Versus Build •Higher Performance Training Decision Standards •Training Versus Other Who Needs the •New Jobs Training? HR Options Such as Selection or Job Redesign •How Training Should Be Evaluated
  • 29. Why do a Needs Assessment?  To make sure we are applying the right solution to the problem  To identify what learning will be accomplished  To identify what changes in behavior and performance are expected  To determine the expected economic costs and benefits
  • 30. Steps of a Needs Assessment  Conduct Task Analysis and compile a Task Inventory  Perform a Gap Analysis  Select which tasks will be addressed  Determine performance measures for the trained task  Select Training Method  Estimate training costs
  • 31. Needs assessment involves: (1 of 2)  Organizational Analysis – involves determining:  the appropriateness of training, given the business strategy  resources available for training  support by managers and peers for training  Task Analysis – involves:  identifying the important tasks and knowledge, skill, and behaviors that need to be emphasized in training for employees to complete their tasks
  • 32. Needs assessment involves: (2 of 2)  Person Analysis – involves:  determining whether performance deficiencies result from a lack of knowledge, skill, or ability (a training issue) or from a motivational or work design problem  identifying who needs training  determining employees‟ readiness for training
  • 33. To Train or Not High Problem: Low Motivation Problem: Systemic Method Method Assess personal Consider system issues, problem Job consequences/ rewards is out of control of the employee Knowledge system Problem: Bad Fit Problem: Lack of Knowledge or Tools Method Consider improper Method placement of employee in Training Low the position Low High Employee attitude/desire to perform the job
  • 36. “Training must have purpose and that purpose can be defined only if the learning needs of the organization the groups and individuals within it have been systematically identified.” Michael Armstrong, Human Resource Management Practice, Kogan Page, 2001
  • 37. Training Needs Assessment  “Atraining needs assessment provides vital information about the real needs of the organization. This pre-training tool helps a company to strategically identify specific areas needing attention (training and non-training). The assessment results help target training more cost-effectively.”
  • 38. How TNA Is carried Out  Revising the objectives  Collecting data about performance  Data analysis  Abstracting performance problems (problems that can be solved by training)  Translating those problems into training needs;  Quantitative: How many to train, and  Qualitative: What KSA to impart
  • 39. Sources of Information for TNA  Data on productivity, quality  Organisational goals and and performance corporate plans  Departmental layout  Human resources and changes succession plan  Management requests for  Personnel statistics training  Exit interviews  Knowledge of financial plans  Consultations with senior  Plans for introducing new managers technology or developing/deploying IT systems  Marketing plans
  • 40. Levels of Training Needs  Organisational Level  Task/Departmental or Group Level  Individual Level
  • 41. The Training Gap What is Training gap What should be Corporate or Corporate or functional results functional standards Knowledge and Knowledge and skills possessed skills required Actual performance Targets or standards of individual of performance
  • 42. TNA: Areas and Methods Corporate Group Individual Analysis of Performance Analysis of Job and Human Training and Strategic Role Resource Survey Development Plans Reviews Analysis Plans
  • 43. Benefits:  Eliminate chaos from your training efforts  Set the direction and tone of your training effort  Align training with your business goals and objectives  Bring reason, cohesiveness and clarity to your training effort  Monitor the progress of your organization in achieving its training goals
  • 44. The bigger picture Organisational performance Employee performance Employee Skills, Knowledge and Attitudes Employee education, experience and training
  • 45. Training Need Analysis (TNA) TNA is a tool to Existing identify the gap Required • Skills • Skills • Knowledge • Knowledge • Attitudes • Attitudes Copyright 2006 by Atul Mathur
  • 46. TNA (Step 1): Future performance What are the goals for the future performance of our organisation? • profit • growth • customer base • new products •? •? Existing Future performance performance
  • 47. TNA (Step 2): Challenges What are we concerned about? What’re the challenges today? What challenges we are likely to face in the future? Existing Future challenges challenges
  • 48. TNA (Step 3): Employee performance In what way our employees should start performing differently to help us meet the challenges and take us to the goals? Existing Future performance Performance
  • 49. TNA (Step 4): New Skills, knowledge and Attitudes In order for our employees to perform differently, what kind of new Skills, Knowledge and Attitudes they need to have? Existing Required •Skills • Skills •Knowledge • Knowledge •Attitudes • Attitudes
  • 50. TNA (Step 5): Training needs Now that we know what kind of new Skills, knowledge and Attitudes are required for our employees, how can we bridge the gap? Existing Required •Skills • Skills •Knowledge • Knowledge •Attitudes • Attitudes
  • 51. TNA in essence… 1 Start with future organisational goals and challenges 2 Assess required employee performance to meet the goals and challenges 3 Assess required employee Skills, Knowledge and Attitudes to deliver the performance 4 Identify employee training needs to bridge the gap
  • 53. 53 What is Organisational TN?  Training needs of an organisation have to do with organisational objectives;  Orientationprogramme to acquaint all employees with policies  IT skills for new employees  Market knowledge, etc
  • 54. 54 Classification of Organisational TN  Recognised training needs  The need of the organisation, its structures, policies and procedures and benefits  The need to know a Department, its policies, rules, operating procedures and personnel  The need to have specific job skills and knowledge not generally possessed by most new employees in their jobs
  • 55. 55 …..cont’d  Requested training needs  Changes in jobs and/or systems  Addition of new equipment  Department performance reviews  New and revised government requirements  Employee opinion surveys, organisational studies, departmental meetings and focus group discussions  Exit interviews conducted with departing employees
  • 56. Identifying the Danger Signals  These danger signals include the following:  increased customer complaints  a rise in workplace accidents  higher absenteeism  lower sales  increased scrap rates / reworking  low plant utilisation
  • 57. 57 …..cont’d  low staff performance  high staff turnover  poor financial indicators  low morale  problems with suppliers  benchmarking figures do not match or exceed competitors  non-productive friction between departments  non-productive friction between employees especially managers
  • 58. Organisation Wide TNA Process  The process of carrying out an organisational wide TNA or audit requires commitment from all parties, individuals, managers and the HR and/or training team.  The process should be undertaken only once in a given year.  Use the ten questions from Grey (1994):  What is the perceived problem?  What are the aims and objectives?  What is expected from the TNA process?
  • 59. …..cont’d  What performance is required from the target group/ individuals?  Timescale?  Budgets: should they be considered? who allocated what?  What barriers might exist?  How the information is to be presented/ collected  Is anything out of bounds?  Key issues/ areas of focus
  • 60. Things To Consider  The way a TNA process is managed must depend on the culture (how things are done) of the organisation.  There is no point centralising the process if budgets are distributed across the organisation,.  Equally there is no point delegating responsibility for the TNA process if managers have no say in the ability to offer solutions to meet needs.
  • 61. …..cont’d  Carefully consider the end result as you plan the ITN process.  How will you process the data?  What analysis do you need to do?  Invest quality time in the exercise to meet deadlines.  Align the processes and procedures to the culture of the organization for effective implementation.
  • 62. TNA At Group Level
  • 63. 63 TNA At Group Level CONT’D  Within a team or a department there are needs which may be specific to that group of people. It is also the case that those needs may not be observable or apparent to other parts of the organization.  For this reason it is important that learning needs and other needs are regularly investigated and gaps addressed.
  • 64. 64 …..cont’d  Learning needs arise within teams, groups and departments and these should be addressed on a collective basis.  Team leaders or heads of departments will have responsibility for performance in their areas and may also have responsibility for training and development.
  • 65. Questions for Group TNA  Here are some questions to help you identify team/departmental learning needs.  Is the provision of learning activities determined from a consideration of organizational objectives?  Is the provision of learning activities determined from a consideration of team / departmental objectives?  Does the team operate effectively as a team / department or just as a collection of individuals?
  • 66. …..cont’d  How might the team / department interact more effectively with its internal customers?  Does the team / department meet to discuss ways of operating more efficiently and effectively?  What skills of coaching and mentoring exist within the department to support learning?  How does the team / department measure its effectiveness and compare itself against other similar teams / departments either within or external.  Are people encouraged to develop their own skills and knowledge?
  • 67. Questions for Group TNA  Do managers support and encourage the development of people for whom they have responsibility?  Does your organization have clear objectives which people understand and can explain?  Do people understand how they contribute to the objectives of the organization?
  • 68. …..cont’d  Is there a clear induction process for people new to the organization?  To what extent does training and education contribute to improved performance in the organization?  How much training does each member of the team / department receive each year?  Are effective interpersonal skills observed all the time between members of the team / department?
  • 69. Occupational Group TNA  Occupational groups may also have needs specific to that discipline  While professional bodies may provide training programmes, it is unlikely that they will be sufficiently focused to match the organization's specific occupational requirements.
  • 70. …..cont’d  The identification of learning needs may be conducted to address a specific cross-section of employees within an organization such as operators, administration, sales etc. This enables resources to be focused more directly on those who have a specific need.
  • 71. Questions for Occupational Group TNA  Use these questions as a prompt to identify specific areas of occupational training.  What current activities require specific training?  What future developments will require specific training?  Is a job analysis carried out to identify the skills and knowledge required for tasks in a particular occupation?  How are the skills of staff evaluated and compared to the requirements of the department?
  • 72. …..cont’d  Does a procedure exist for upgrading the skills of staff?  How often is a staff appraisal carried out and how often is there a follow up meeting?  Do members of staff have personal development plans which are designed to enhance their skills?  Is a „license to practice‟ required for the occupational area?
  • 73. …..cont’d  How do you ensure that you get the qualifying level of continuing professional (education) points?  Do you regularly read professional / trade journals – what are the current issues of concern and which need addressing through learning strategies?  Occupational standards are available for most work areas and provide the most comprehensive descriptions of work activities – are these used to inform decision making?
  • 75. TNA At Individual Level CONT’D  Managers regularly review the performance of those individuals for which they have responsibility.  However, this is usually done during the appraisal interview, but if this only occurs once a year it is insufficient and should be more frequent.
  • 76. What is Individual TN?  Individual training needs are those not required by typical employees.  They are training needs required by specific employees for the purpose of;  Performance improvement  Eligibility for new job  Acquiring skills others already have
  • 77. 77 Basis for Individual TN  Performance reviews  Selection process  Testing and measurement  Employee career objectives  Succession plans
  • 78. Questions for Individual TNA  Does the person have the ability to successfully achieve work objectives?  Does the person have the right attitude for the job?  What is the level of energy which is used by the person?  Are they lacking specific areas of experience which need to be addressed?  Can the person work flexibly?
  • 79. …..cont’d  Does the person possess the interpersonal skills to work effectively in their area?  Does the person have the specific knowledge required for the post?  Do they demonstrate suitable maturity for the post?  Does the person possess the people management skills for their position?
  • 80. …..cont’d  What is their level of productivity?  Does the person have the potential for promotion?  Does the person have the qualifications necessary for their current or future positions?  Does the person have the ability to work in a team?  Does the person have the specific technical skills required for this or a future position?
  • 81. TN At Individual Level  Gap between current employers‟ competence level (what is) and the desired level (what should be):  TN = DL – CL TN (Training Needs) DL (Desired Level)  CL (Current Level)
  • 82. Training Needs Form Training Needs Programmes to Meet Source Training Needs (Dept/Div/ KS Deficiencies Numbers of Unit/Sect) Staff
  • 83. 83
  • 84. Summary  “Thebottom line of needs assessment is to determine organizational needs, employee needs, and organizational resources to provide needed training.”
  • 85.
  • 87. LEARNING OBJECTIVES On completion of this session, you should be able to: Identify the methods of job analysis Identify the purpose of job analysis Breakdown a job into tasks and identify the key result areas.
  • 88. DEFINITIONS  Job Analysis is a process to identify and determine in detail the particular job, duties and requirements and the relative importance of these duties for a given job.  Job Analysis is a process where judgments are made about data collected on a job.
  • 89. The Job; not the person  An important concept of Job Analysis is that the analysis is conducted of the job, not the person. While Job Analysis data may be collected from incumbents through interviews or questionnaires, the product of the analysis is a description or specification of the job, not a description of the person.
  • 90. Purpose of Job Analysis  The purpose of Job Analysis is to establish and document the ‘job relatedness’ of employment procedures such as:  Determining Training Needs  Compensation  Selection Procedures  Performance Review
  • 91. Determining Training Needs Job Analysis can be used in training/“needs assessment” to identify or develop:  Training content  Assessment tests to measure effectiveness of training  Equipment to be used in delivering the training  Methods of training (i.e. small group, computer- based, video, classroom……).
  • 92. Compensation Job Analysis can be used in compensation to identify or determine:  Skill levels  Compensable job factors  Work environment (e.g. hazards; attention; physical effort)  Responsibilities (e.g. fiscal; supervisory)  Required level of education (indirectly related to salary level).
  • 93. Selection Procedures Job Analysis can be used in selection procedures to identify or develop:  Job duties that should be included in advertisements of vacant positions;  Appropriate salary level for the position to help determine what salary should be offered to a candidate;  Minimum requirements (education and/or experience) for screening applicants;  Interview question;
  • 94. Selection Procedures (Cont.)  Selection tests/instruments (e.g. written tests, oral tests; job stimulations)  Applicant appraisal/evaluation forms;  Orientation materials for applicants/new hires.
  • 95. Performance Review Job Analysis can be used in performance review to identify or develop:  Goals and objectives  Performance standards  Evaluation criteria  Length of probationary periods  Duties to be evaluated
  • 96. JOB DESCRIPTION A Job Description is a structured and factual statement of a job‟s functions and objectives. It should define the boundaries of the job-holder‟s authority and include the job title, department, job site and reporting lines.
  • 97. ADVANTAGES OF JOB DESCRIPTION  Clarify duties and responsibilities  Are useful in recruiting staff  Help to identify gap or duplication in the company  Provide an overview of the functions and activities undertaken by the department or organization.
  • 98. DISADVANTAGES OF JOB DESCRIPTION  Can create a “That‟s not in my job description” environment if they are too restrictive.  Need regular updating.
  • 99. Methods of Job Analysis Several methods exist that may be used individually or in combination. These include:  Review of job classification systems  Incumbent interviews  Supervisor interviews  Expert panels  Structured questionnaires
  • 100. Methods of Job Analysis  Task inventories  Check lists  Open-ended questionnaires  Observation  Incumbent work logs. The method that you may use in Job Analysis will depend on practical concerns such as type of job, number of jobs, number of incumbents and location of jobs.
  • 101. What Aspects of a Job Are Analyzed? Job Analysis should collect information on the following areas:  Duties and Tasks The basic unit of a job is the performance of specific tasks and duties. Information to be collected about these items may include: frequency, duration, effort, skill, complexity, equipment, standard, etc.  Environment This may have a significant impact on the physical requirements to be able to perform a job. The work environment may include unpleasant conditions such as offensive odours and temperature extremes.
  • 102. Tools and Equipment Some duties and tasks are performed using specific equipment and tools. Equipment may include protective clothing. These items need to be specified in a Job Analysis. Relationships Supervision given and received. Relationships with internal or external people. Requirements The knowledge, skills and abilities (KSA‟s) required to perform the job. While an incumbent may have higher KSA‟s than those required for the job, a Job Analysis typically only states the minimum requirements to perform the job.
  • 103. TASKS ANALYSIS Task analysis is the process of identifying the various elements of a task and examining the frequency (how often it is done) the criticality (how critical is it for the worker to have the skill) and the difficulty (how difficult is it to learn the skill involved) association with each element.
  • 104. Identifying main duties/key tasks/key result areas  Key tasks or responsibilities are those that make a substantial contribution towards achieving the objectives of the job and the organization. The description of each task should include three components:  a “doing” verb highlighting the main activities e.g to develop, design, implement and clear.  the object of the activity (stock levels, existing suppliers)  its purpose (to reduce costs, improve efficiency, generate new income). I.T.F.........Developing The Nation's Human Resources
  • 105. Breakout Session Each Team Should Analyse a Job and bring out the details expected of the job Holder.