PARTNER for Training Success: READY objectives, design, and delivery
So you have come to the realization that a training and development initiative is required. After stepping back to look at the big Picture, and then following that with an Analysis of the situation, it is time to prepare the most appropriate intervention; it is time to Ready your resources.
The third step in the PARTNER* model is READY objectives, design, and delivery.
Program Objectives
If you have successfully completed the first two stages of the PARTNER model, you should have the information necessary to develop key objectives for your training program. In fact, the objectives should be revealing themselves to you. You should be looking for answers to the following questions:
- What is the purpose of your program?
- How will you measure success?
- Have you considered which organizational metrics must be considered or improved for your program to be considered a success?
- What LROI (learning return on investment) issues need to be considered?
- How will you verify your program objectives?
- Who needs to give the program objectives the stamp of approval?
Design Methodology
The design process must work hand-in-hand with the delivery mechanism (see next heading). And like the process behind determining program objectives, there are a number of questions that you will want to answers for, either by seeking them out or coming to them on your own:
- Do you want to design a template that will be used to brand your program and provide consistency of application?
- Have you considered how your program will be evaluated and measured by learners?
- What feedback mechanisms and follow-up plans will be built into the design?
- Who will you be involving in the design process, (i.e. subject matter experts, trainers, curriculum designers, learners)?
Delivery Mechanisms
The methods of delivering training programs can be as varied as your imagination will allow. However, there are common approaches that have stood the test of time and continue to be used because they have a solid track record. Like any approach though, the time and effort put in up front will pay dividends. Consider the following approaches:
Resources and Infrastructure – Answering this question up front could well determine which approach or approaches you will be using and which ones you will not. This should hearken back to the research you did in the Picture step of the PARTNER model. Know what you are working with (and without) before inadvertently painting yourself into a corner.
External or Internal – An important consideration will be whether you are going to delivery your program using internal resources or if there will be more value for the learner and organization by using an external mechanism. And what would those be? They could include accredited post-secondary institutions offering continuing education programs or customized contract training solutions; they could also include national or multi-national corporate training companies that specialize in offering in-class or onsite training from a standard catalogue of easily customized content.
Coaching / Mentoring – This approach is more focused on working with individual learners. The individual filling the role of coach or mentor should have some type of certification in providing one-on-one coaching or mentoring. Mind you, the degree to which this may be required will be driven by the scope of your program.
Classroom – The traditional method of training and development, classroom delivery is the picture that comes to mind most frequently when people are asked to describe a learning process. And it still has an important role to play in the world of corporate learning and training. The classroom model can make sense when you have a large group of learners who are all required to learn the same content, or when you want to capitalize on external subject matter experts coming in to deliver customized content.
On the Job – When needing to transfer the unwritten, unspoken, and hidden storehouse of knowledge that resides within organizations (frequently referred to as tacit knowledge), on-the-job experiential training approaches should probably be considered.
E-learning – Referred to as e-learning, online learning, or computer based learning (you get the picture), this exciting and recent development in content delivery is being considered by more and more organizations as costs continue to come down. If you are considering e-learning delivery as an option, you will want to go back to the Picture step again to ensure that you have the infrastructure required to make it happen. This may need to be one of those “internal or external” resource discussions.
Blended – This is where training and development really begins to shine. And this is where both the needs of the learner and the organization can truly be met. When e-learning first hit the scene, many organizational leaders, interested in addressing escalating training costs and in using technology to train employees, took the implied e-learning promise to be that training efficiencies realized through using the new technology will go straight to the bottom line while revenue growth resulting from training will go straight to the top line. The pendulum has swung back. Combining e-learning with other forms of more traditional learning like classroom, has proven a winner and is bringing those training wins to the organization.
* The PARTNER model (Picture, Analysis, Ready, Train, Nurture, Evaluate, and Revisit) looks at each step in the development, design, delivery, and follow-up process and breaks it down into a simple to follow template.
This is post 4 of the PARTNER Model … view the others by following these links:
- PARTNER for Training Success
- Look at the big PICTURE
- ANALYSIS of Needs, Wants, and Identifying Gaps
- READY objectives, design, and delivery approach
- TRAIN delivery, context, and learner needs
PARTNER for Training Success
My blog entry from November 23/09 introduced a model that I designed to address the needs of individuals or teams that had little background in the design and delivery of training programs. The PARTNER model’s purpose is to provide an easy to follow, step-by-step process that will result in a program that will, at the very least, have a much better chance of succeeding and in providing a positive LROI (Learning Return on Investment).
The PARTNER model (Picture, Analysis, Ready, Train, Nurture, Evaluate, and Revisit) looks at each step in the development, design, delivery, and follow-up process and breaks it down into a simple to follow template. This blog post will be the first of a series of posts that will explore each step and it’s application.
To recap PARTNER …
“P”icture: Look at the big picture; the context; the overarching objectives; the who’s who in the company, trainer, learner triumvirate
“A”nalysis: Just what are the needs and wants of the different stakeholders? Identify the gaps and prepare to address them
“R”eady: Define your objectives and write them down; design your program(s); prepare for an effective delivery through facilitator preparation (e.g. train-the-trainer initiatives)
“T”rain: Deliver the training; know the context and required delivery method (classroom, e-learning, experiential, on-the-job, mentorship, coaching, etc.); always consider the needs of the learner
“N”urture: Coach the application of learning; have a before, during, and after training learner plan; use different tools as applicable and appropriate (e.g. learner contracts)
“E”valuate: Know your objectives before you begin; understand what LROI is and why it is the cornerstone of your entire training program; use a proven evaluation model and work it to fit your needs (e.g. Kirkpatrick, Phillips)
“R”evisit: It’s not over until it’s over; measuring success means using all of the feedback generated from all the stakeholders to further refine and modify your program as required; engrain the concept of learning as vital to the work culture
This is post 1 of the PARTNER Model … view the others by following these links:
- PARTNER for Training Success
- Look at the big PICTURE
- ANALYSIS of Needs, Wants, and Identifying Gaps
- READY objectives, design, and delivery approach
- TRAIN delivery, context, and learner needs
A Model for E-learning Success
Frequently, discussions about e-learning in corporate training environments attract the attention of executives interested in addressing escalating training costs and in using technology to train employees. The implied E-learning promise is that training efficiencies will go straight to the bottom line while revenue growth resulting from training will go straight to the top line.
While true that training efficiencies can be realized from the use of e-learning in corporate environments, it is also true that there can be significant up-front investments required of organizations wanting to pursue custom E-learning initiatives. The price of failure could be high, and as a result, future training initiatives could be given a rough ride.
If employees do not perceive E-learning as a positive development, a consequence is that they may disengage from the learning process. If the bottom line investment in E-learning initiatives is high, the cost of learner disengagement to an organization has the potential to be significantly higher.
Over the next few blog posts, I am going to explore an E-learning Success Model that can be used by organizations considering E-learning as a component of their overall learning and development strategy.
The six strategies of the model that will be discussed individually are:
- Understand the e-learner
- Have an on site e-learning champion
- Provide an in-class orientation for all e-learners
- Support from the e-learner’s manager
- Time provided to e-learners during working hours
- Learners should play a role in choosing their own e-learning courses
This is post 1 of 7 of the E-learning Success Model … view the others by following these links:
What does it really mean to be a “Learning Organization”?
Peter Senge did a lot of work through the late 1980’s and early 90’s considering the concept of the learning organization. In two seminal books* that have stood the test of time, he defined and honed in on five “learning disciplines” that are common in learning organizations:
- Personal Mastery
- Mental Modes
- Shared Vision
- Team Learning
- Systems Thinking
I don’t want to rehash his work here, just point out that the concept of the learning organization has been around for quite some time. Clearly valuing the contributions of all employees and finding ways to capitalize on and communicate the depth of organizational knowledge that they have are the benefits of operating in an environment that considers itself a learning one.
What I think is important to consider is the changes that having taken place on the technological front since Senge penned his theories. Consider that the widespread use of computers and all that means for learning (e.g. e-learning, online learning, LMS’s, Wiki’s, blogs, etc.), just didn’t exist in the late 80’s and early 90’s; the learning landscape has changed significantly, but the fundamentals are still the fundamentals.
A question that I would like to throw out there is:
What role do you feel that technology has played in enhancing (or not) learning organizations?
* Senge, P. (1990). The fifth discipline: The art & practice of the learning organization. New York: Currency Doubleday.
* Senge, P. (1994). The fifth discipline fieldbook. New York: Currency Doubleday.
KISS your PARTNER
Ok, I’ll admit that it’s a little cheesy for a title to a posting, but it really does say something very fundamental: when implementing a training program of any sort, a model like PARTNER is meant to keep the process simple and easy to manage. So Keep it Simple, Silly (I don’t really want to call anyone stupid, so I’ve substituted the more politically acceptable term Silly).
Experiencing success in the application of a training program is wonderful, but can that success be easily duplicated? Is the program easily transferrable? Can other learners benefit from the hard work that went into designing the program, and can other trainers benefit from being able to easily deliver on that work? PARTNER isn’t a magic bullet, it’s simply a process to help ensure that the development, delivery, follow-up, and evaluation of a training program has a good chance of success by applying a simple, easy to follow process to create programs that are easily duplicated and easily transferrable.
Training’s PARTNERship model
Douglas Conant, President and CEO of the Campbell Soup Company, said, “you can’t win in the marketplace unless you are first winning in the workplace,” (2007). And that means doing the right things, right. And when it comes to training programs, doing things right means using a model to ensure that what needs to get done, gets done.
So what will a model do for you? First, and most important, it will set you up for success. By providing you with a checklist that you follow, a model helps to ensure that all the time and effort put into building your training program results in a positive return on investment. Now be aware that a positive return on investment can be measured many different ways, but knowing how you are going to measure your results before you begin developing you program will help to ensure that as you build, you always know what your objectives are, both for learners and for the organization. There’s nothing more unfortunate that having to justify training programs after they have been delivered by searching to find any redeeming outcomes.
This is of course where I want to introduce the PARTNER model; a plan to be used when developing training programs that deliver results because the results to be delivered are known before the program begins. PARTNER is an acronym that breaks down as follows:
“P”icture
Look at the big picture; the context; the overarching objectives; the who’s who in the company, trainer, learner triumvirate
“A”nalysis
Just what are the needs and wants of the different stakeholders? Identify the gaps and prepare to address them
“R”eady
Define your objectives and write them down; design your program(s); prepare for an effective delivery through facilitator preparation (e.g. train-the-trainer initiatives)
“T”rain
Deliver the training; know the context and required delivery method (classroom, e-learning, experiential, on-the-job, mentorship, coaching, etc.); always consider the needs of the learner
“N”urture
Coach the application of learning; have a before, during, and after training learner plan; use different tools as applicable and appropriate (e.g. learner contracts)
“E”valuate
Know you objectives before you begin; understand what ROI is and why it is the cornerstone of your entire training program; use a proven evaluation model and work it to fit your needs (e.g. Kirkpatrick, Phillips)
“R”evisit
It’s not over until it’s over; measuring success means using all of the feedback generated from all the stakeholders to further refine and modify your program as required; engrain the concept of learning as vital to the work culture
Future posts will look at each component of the PARTNERship model in more detail.



