Managing Training Facilitator Guide

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    SET UP the following equipment:

    projector hooked up to PC with PowerPoint presentation

    flip chart pad on easel

    WELCOME participants as they arrive.

    DISPLAY the welcome slide.

    Welcome!

    Developing & Managing

    a Training Team

    Your Facilitator Shari Ward

    #1

    BEGIN the class on time.

    INTRODUCE yourself.

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    Page 2

    Developing & Managing a Training Team

    My Ideal Leader

    Respectf

    ulEm

    path

    etic

    ActiveListener

    RemovesBarriers

    Champion

    Observant

    Kind

    Wayne Young

    Advocate

    #2

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    10 Minutes

    Page 2

    SAY: Lets kick our session off with some thinking about the managers wevehad in the past.

    SHARE your ideal leader.

    REFERto page 2 in the workbook.

    ASK participants to think of the managers theyve had and to focus on the one

    they consider to be the best, their ideal leader.

    On the index card on the page, write his or her name and list several of

    the qualities he or she possesses that demonstrate ideal leadership.

    ALLOW 5 minutes for individual work.

    DEBRIEF: Is anyone willing to share?

    ASK: Why is it valuable to reflect on those we consider the best?

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    Page 3

    Developing & Managing a Training Team

    Learning Objectives

    Identify effective leadership

    characteristics.

    Complete a competency assessment for a

    staff position.

    Identify the six-step process for building a

    team culture.

    Developing & Managing a Training Team

    Learning Objectives (cont.)

    List the criteria for giving feedback.

    Identify the different types of questions

    and under what circumstances they are

    most effectively used.

    #3 #4

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    5 Minutes

    Page 3

    #1

    SAY: So, what are our learning objectives for today?

    REFERto page 3 in the workbook.

    REFERto the slide and REVIEW the learning objectives.

    ASK: By a show of hands, how many of you already have experiencemanaging a training team?

    ALLOW responses. If some, SAY: Great! I am counting on you to share yourinsights and suggestions with the rest of us. Id love for this to be a dialogue!

    SAY: These are what I plan for you to get from our session. Now I want tohear what youre looking forward to getting out of our time together.

    ASK participants to make note of their objectives at the bottom of page 3.

    ALLOW 2 minutes for individual work.

    ASK participants to share their expectations.

    WRITE them on a flipchart and POST it for reference at the end of thesession.

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    Page 4

    Developing & Managing a Training Team

    Leading versus Managing

    Management is efficiency in climbing the

    ladder of success; leadership determineswhether the ladder is leaning against the

    right wall.

    ~~ Stephen R. Covey

    #5

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    10 Minutes

    Page 4

    #2

    SAY: Lets talk terminology.

    REFERto page 4 in the workbook.

    REFERto the slide and READ the Covey quote.

    ASK: What is Mr. Covey saying in this statement?

    SAY: We often use the terms administer, manage, and leadinterchangeably but they have quite different meanings as shown in yourworkbook.

    Administer: to direct; to apply policy and procedure; to execute; to dispense;

    to be of help.Manage: to have charge of or directly supervise; to control the movement of;

    to bring about; to succeed in accomplishing by discipline or persuasion.

    Lead: to show the way by going in advance; to conduct, escort, or direct; to

    guide or steer; to afford a passage, course, or route; to point the way byexample or influence.

    SAY: Sadly, the term lead has lost a bit of its impact through overuse. Were

    looking to shine it up again!

    ASK participants to write examples of daily activities for each term on page 4.

    ALLOW 2 minutes for individual work.

    ASK participants to share their examples.

    WRITE them on columns on a flipchart and COMPARE the columns.

    POST the chart for reference.

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    Page 5 Page 6

    Developing & Managing a Training Team

    Effective Leadership

    1. What characteristics made

    _____________________ effective?

    2. Think of the least effective leader youve

    worked for; what was the situation and

    how long did you remain in it?

    Developing & Managing a Training Team

    Effective Leadership (cont.)

    3. What characteristics caused that person

    to be ineffective?

    4. Now, list five additional characteristics of

    an effective leader.

    #6 #7

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    10 Minutes

    Page 5

    Page 7

    REFERto page 5 in the workbook.

    SAY: Just by looking at our definitions of managing versus leading, we seethat leadership is, by nature, more of a facilitative role. Leaders:

    Create vision and a sense of direction

    Share the vision

    Model the way through credibility of action and display competence

    Build trust through competence, cooperation and humility

    Support employee needs

    Encourage others through recognition and celebration

    Adapt to change and lead others where they themselves are willing to

    go

    REVIEW the slides.

    SAY: Theres a lot that goes into being an effective leader. Youve alreadybegun to identify characteristics that made a certain person your ideal leader.Lets dig deeper into that work.

    SAY: Take a few minutes and answer the questions on pages 5 and 6 of yourworkbook.

    ALLOW 6 minutes for individual work.

    PAIRup the participants and ASK them to share their examples with their

    partners.

    SAY: Okay, so weve established some behaviors to be an effective leader, butto do so you need someone to lead. Its time to build your team.

    REFERto page 7 in the workbook.

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    Page 7

    Developing & Managing a Training Team

    Interviewing

    Three questions you need to ask yourself:1. What will make this candidate a good fit

    for the job?

    2. What is the evidence that this candidate

    is a good fit for the job?

    3. What is the evidence that this candidate

    is not a good fit for the job?

    #8

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    5 Minutes SAY: When you come in as a new manager, sometimes you must hire staff,

    and often you inherit staff. No matter what your situation, its wise to alwaysbe on the lookout for talent. Be creative when considering sources for

    prospective team members. We have some ideas at the top of page 7.

    ASK: What other ideas for sourcing candidates do you have?

    SAY: Once you find your candidates, you need to prepare for the interview. Ofcourse, you prepare the questions youll ask the candidates. But there are

    three critical questions you must ask yourself during the process, and youllwant to write these in your workbook:

    1. What will make this candidate a good fit for the job?

    2. What is the evidence that this candidate is a good fit for the job?

    3. What is the evidence that this candidate is not a good fit for the job?

    REVEAL the questions on the slide as you say them.

    SAY: Weve shared some tips for success on your page, but two are missing!The first is Do your homework (write in first bullet space). What are some

    examples of that?

    Determine job requirements.

    Craft behavior-based questions.

    SAY: It is important to use the same set of questions for every candidate.

    ASK: Why is that important?

    Allows us to compare candidates appropriately.

    Protects us from any appearance of unfairness.

    SAY: The next tip is Look for contrary evidence (write in third bullet space).What does that mean?

    Seek a balanced picture, as candidates are trying to put forth their best

    but people are not perfect. If a candidate has examples of imperfect

    behavior, it is evidence of emotional and professional maturity.

    SAY: The final tip is to use references to network and determine who else you

    can speak with to gather data and ideas. When you are interviewing, you arelooking for four things:

    Measurable skills

    Knowledge

    Behavior

    Interpersonal skills

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    Page 8 Page 9

    Developing & Managing a Training Team

    Build Your Team

    Competency Assessment Worksheet

    Job Description

    Resume

    #9

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    5 Minutes

    Page 8

    SAY: The key here is to knowwhat you are looking for.

    ASK: What are some tools we can use to help us to determine what we needand how to recognize it?

    GATHERsome responses and tie into the slide.

    SAY: The three basic tools to use in your interviewing are a competency

    assessment, the job description, and the candidates resume.

    REFERto page 8 in the workbook.

    SAY: On pages 8 and 9 youll find an example of a competency assessment

    worksheet you can use if you dont have one available. It requires you to list

    competencies within technical skills, knowledge, behavior, and interpersonalskills, provides an area to identify key responsibilities within each competencyand then areas to document evidence of strength, moderate strength, and

    weakness for each one.

    ASK: What advantages are there to using a tool like this?

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    Page 10 Page 11

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    5 Minutes

    Page 10

    REFERto page 10 in the workbook.

    SAY: Once you have an assessment worksheet of some kind, youll needsomething to help you complete it. Thats where the job description comes in.On pages 10 and 11 we have an example of a job description for aninstructional designer position.

    Take a moment to review the job description.

    ALLOW 2 minutes for review.

    ASK: What basic types of information are contained in the job description?

    Organizational hierarchy

    Job responsibilities

    Required skills and experience

    ASK: Is there anything else that you would include in a job description?

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    Page 12

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    4 Minutes

    Page 12

    SAY: The final piece in this equation is the resume. It can help you identify

    strengths the candidate has that you need.

    REFERto page 12 in the workbook.

    SAY: On page 12, youll find a sample resume from a candidate who is seekingan instructional designer position.

    ASK: What types of information are typically included on a resume?

    Contact info

    Skills and knowledge

    Work experience

    Professional affiliations

    Education, specialized training, and certifications

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    Page 13 Page 14

    Developing & Managing a Training Team

    Exercise

    Focus on one measurable skill from the

    job description.

    Identify key responsibilities and

    requirements.

    Discover evidence of strengths and

    weaknesses.

    Craft competency-based questions.

    #10

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    10 Minutes

    Page 13

    10 Minutes

    SAY: So, weve looked at the three tools we need to prepare for interviewing

    candidates. Now its time to put them to use.

    REFERto page 13 in the workbook.

    REVIEW exercise instructions on slide.

    SAY: In this individual exercise, youll complete the competency assessmentworksheet on pages 13 and 14 using the job description and resume in your

    workbook.

    Select one measurable skill from the job description and determine one or two

    key responsibilities and requirements that support it.

    Then, pour over the resume on page 12 to uncover evidence that thecandidate has strengths or weaknesses pertaining to that one skill.

    Finally, craft one or two interview questions that your candidate will answer to

    help you support your findings of strength.

    You have 10 minutes for this exercise.

    ASK: What questions do you have on the task at hand?

    ALLOW 10 minutes for individual work.

    RECONVENE and ASK: How did that go?

    DISCUSS any issues, concerns, or questions, drawing on the experience andinsights of the group.

    BREAK for 10 minutes.

    When back from break, ASK if there are any questions from the first part ofthe session.

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    Page 15

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    5 Minutes

    Page 15

    SAY: Sometimes, you ARE the training team. Even if you have a staff, it never

    seems like we have enough resources.

    ASK: So, how do you get it all done? Lets brainstorm some ideas you cancapture on page 15.

    Examples of strategies if needed to contribute:

    Advisory board

    Subject-matter experts (SMEs)

    Online resources

    Trade (your skill for anothers skill)

    Outsourcing

    Brown bag lunches with experts

    On the job training

    Mentoring

    Job aids

    Job rotation

    Book groups

    Self study

    Video

    Managers

    Learners

    SAY: Thank you for those great ideas!

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    Page 16

    Developing & Managing a Training Team

    Team Culture: Six-Step Process

    What do we want to look

    like as a team in the

    future?

    Write a team vision

    statement.

    Why do we exist as a

    team?

    Define teams purpose.

    Critical QuestionStep

    Developing & Managing a Training Team

    Team Culture: Six-Step Process

    What strategies and

    tactics will be

    implemented to reach

    our goals and

    objectives?

    Identify strategies and

    tactics.

    What goals and

    objectives do we need in

    place to reach our

    vision?

    Define the goals and

    objectives.

    Critical QuestionStep

    Developing & Managing a Training Team

    Team Culture: Six-Step Process

    What will guide our

    development andbehavior in this work

    environment?

    Set standards, norms,

    and expectations.

    What roles and

    responsibilities and whatsupport systems are

    needed for us to functionsuccessfully as a team?

    Delineate team roles

    and responsibilities.

    Critical QuestionStep

    #12 #13 #14

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    10 Minutes

    Page 16

    SAY: Once youve got the team members, you dont automatically have a

    team. It takes effort and focus to get a group of people to behave like a team.We promote a six-step process for cultivating a team.

    REFERto page 16 in the workbook.

    REVEAL the critical questions on the slides for the participants to note in theirworkbooks.

    Step Critical Question

    Define teams purpose. Why do we exist as a team?

    Write a team visionstatement.

    What do we want to look like as a team in thefuture?

    Define the goals andobjectives.

    What goals and objectives will we need in placeto reach our vision?

    Identify strategies and

    tactics.

    What strategies and tactics will be implemented

    to reach our goals and objectives?

    Delineate team roles andresponsibilities.

    What roles and responsibilities and whatsupport systems are needed for us to function

    successfully as a team?

    Set standards, norms, andexpectations.

    What will guide our development and behaviorin this work environment?

    ASK: What questions do you have about the team culture process?

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    Page 17

    Developing & Managing a Training Team

    Tuckman Model

    Developing & Managing a Training Team

    Tuckman Model (cont.)

    adjourning

    #15 #16

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    Forming

    Storming

    Norming

    Performing

    Forming

    Norming

    Adjourning

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    8 Minutes

    Page 17

    ASK: Who has heard of the Four Stages of Team Development?

    REFERto page 17 in the workbook.

    SAY: Excellent! Join me on page 17 and lets put your knowledge of the fourstages to work.

    Youll work in teams to read through the information on the Tuckman modeland fill in the blanks then well come back together to see how you did. Lets

    take about 5 minutes for this work.

    ASSIGN four groups.

    ALLOW 5 minutes for group work.

    RECONVENE and REVIEW the answers on the slides.

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    Implications of Tuckmans

    Four Stages of Development

    Forming Storming Norming Performing

    Team

    Leader'sStyle

    More directive

    approach, outlininghow the process will

    develop and layingdown a clear

    structure.

    Leader needs to be

    supportive, activelylistening to team

    members, managingthe conflict,

    generating ideas, andexplaining decisions.

    Leader acts as a team

    member, asleadership is starting

    to be shared. Leaderhelps to develop

    consensus.

    Leader takes

    overview, but thegroup is sharing

    leadership betweenmembers for daily

    work.

    Reaction to

    Leadership

    Team members take a

    tentative, wait andsee approach.

    Leader will be allowed

    to lead, but thatdoesn't guarantee

    support.

    Leader is under

    pressure from morevocal team members.

    General support for

    the leadership withinthe team. Mutualrespect underpins

    this.

    Personal relationships

    have developed, whicunderpin theleadership

    relationship.

    Team

    Process

    Process is driven by

    the leader. Somepeople are reluctant

    to contribute openly.

    Process likely to

    break down untilconflict is resolved.

    The core process

    should operatesmoothly, although

    there is a danger of

    focusing on smallerprocess issues ratherthan core team work.

    Process functions wel

    and is adjusted asnecessary. Leadership

    is shared and tasks

    delegated.

    Trust withinthe team

    Individuals are notclear about their

    contributions."Getting to know you"

    phase. Trust maystart to be built.

    Trust is focused intosmaller groups as

    sub-groups andalliances form.

    As roles are acceptedand clarified, trust

    and relationshipsstart to develop to a

    greater degree.

    Team starts to operaton higher levels of

    trust as loyalty andrelationships develop

    HowDecisions

    are made

    Nominated leader isexpected to make

    decisions. Some more

    vocal members maydominate.

    Decisions are hard tomake. Members are

    unwilling to give way.

    Compromise is afrequent outcome.

    Group is able to cometo common decisions.

    Win-win is more likely

    than compromise.

    Decision making iseasier - some

    decisions are

    delegated to sub-groups or individuals

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    10 Minutes SAY: Let's explore the implications of each of the four stages of the Tuckman

    model for team leaders.

    DISTRIBUTE the Implications of Tuckmans Four Stages of Development

    handout.

    SAY: This table outlines the four stages and the implications that each has on:

    the style of the team leader

    the teams reaction to the leadership

    the team process

    trust within the team

    how decisions are made

    SAY: Id like you to work in your teams again and create a flip chart thatrepresents your assigned stage on these five items. Designate a spokespersonwho will present your findings to the rest of us. You will have 8 minutes foryour group work.

    ASSIGN a stage to each group.

    ASK: What questions do you have about the assignment?

    ALLOW 8 minutes for group work.

    RECONVENE group and ASK for volunteers to share their charts.

    APPLAUD everyones good work!

    POST the charts around the room for future reference.

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    Page 18

    Developing & Managing a Training Team

    Motivation

    Establish the environment.

    Ask the right questions.

    Brainstorm ideas!

    #17

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    5 Minutes

    Page 18

    SAY: So, youve got your team humming, but unless care is given, the best

    team can unravel. How many times have you heard that you need to motivateyour team? Millions, right? Or at least hundreds (Im prone to exaggeration!).

    The point is you cant motivate anyoneexcept yourself. You cannot motivate ateam member to excel; each of us owns our motivation. I either motivate

    myself or I do not.

    As a manager, what you can and must do is to set the stage for motivation to

    occur. You are the facilitator of motivation.

    REFERto page 18 in the workbook.

    REVIEW the slide.

    SAY: And to do that, you must:

    Establish an environment that employees find motivational.

    Ask the right questions to determine what motivates each person on

    your team.

    Brainstorm ideas with your team, your peers, and your manager.

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    Page 19

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    5 Minutes

    Page 19

    SAY: To help you make the most of that important conversation with your

    employees, page 19 has some great questions you can ask. Take a momentnow and read those over, highlighting several that you think will work for you.

    ALLOW 2 minutes for individual reading.

    ASK: What did you think when you read the last question?

    ENCOURAGE responses and ASK probing questions if appropriate.

    SAY: We know that not everyone is motivated by the same things. People do

    things for their reasons, not yours. Its valuable to have a tool kit of ideas

    available as you have conversations with employees and uncover whatmotivates them. To get you started on your stash of motivational ideas, letshave you work in groups again.

    PUT participants into new groups if possible.

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    Page 20

    Developing & Managing a Training Team

    Exercise

    Work in your group to brainstorm ideas

    that are:

    No cost

    Low cost

    High cost

    #18

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    10 Minutes

    Page 20

    #3

    10 Minutes

    REFERto page 20 in the workbook.

    SAY: Work with your group members to come up with ideas to enrich themotivational aspect of your work environment. Be sure to identify ideas thatare no cost, low cost, and high cost. The team that has the most ideas will wina special distinction! Youll have 5 minutes for your group work. GO!!

    ALLOW 5 minutes for the groups to work.

    RECONVENE and have the teams tally their results.

    ASK for each groups number and write the numbers on a flipchart.

    AWARD the group with the highest number of ideas the distinction of CIG

    (Chief Idea Generators) and present each one with an adhesive name tagstating such.

    ASK: Did I use a motivational technique on you?

    DISCUSS the value of intrinsic rewards the point is that not everything hasto cost money to be effective. Some no-cost ideas that may not have been

    mentioned:

    opportunities to solve problems

    challenging assignments

    opportunity to mentor

    involvement in decision-making

    ASK each group to share an idea for each category. Go around several timesand encourage the participants to record any new ideas that appeal to them.

    APPLAUD the groups on their good work!

    BREAK for 10 minutes.

    When back from break, ASK if there are any questions from the first part of

    the session.

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    Page 21

    Developing & Managing a Training Team

    Coach Your Team

    Feedback is the breakfast of champions.

    ~~ Ken Blanchard

    Developing & Managing a Training Team

    Coach Your Team (cont.)

    Effective Goals:

    Measurable

    Challenging yet achievable

    Clearly stated behavior

    #19 #20

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    5 Minutes

    Page 21

    SAY: So far, youve selected team members, identified how your behavior can

    impact the teams performance, and brainstormed creative ways to provide amotivational environment. Whew! Youre set, right? Of course you arent, and

    you know it. To be successful, you incorporate ways to continually coach your

    team members. In fact, youll spend the majority of your time in a coachingrole.

    REVIEW slide.

    SAY: To quote a management expert, Feedback is the breakfast ofchampions.

    ASK: What did Mr. Blanchard mean by this?

    REFERto page 21 in the workbook.

    SAY: Ken Blanchard is perhaps best known for one of his first books on thesubject of management, The One Minute Manager. We managers often act likewe dont have time for coaching; his point is that you can do a lot in oneminute.

    Coaching begins with effective goals. We consider goals effective if they are:

    Measurable

    Challenging yet achievable

    Cleary stated behavior

    ASK:

    Why must all three of these characteristics be present for a goal to beeffective?

    For those of you who are familiar with SMART goals, what is missing

    from this list? (Specific, measurable, achievable, results, time-bound).

    SAY: On the remainder of page 21 and over to page 22, we have suggestions

    for success in other one-minute aspects of coaching. Take a few minutes toread them over and make notes on those you want to discuss when we comeback together.

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    Developing & Managing a Training Team

    Coach Your Team (cont.)

    It doesnt take a lot of time:

    Can you spare a minute?

    #21

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    8 Minutes ALLOW four minutes for reading.

    RECONVENE the group and ASK: What do you want to discuss from yourreading?

    FACILITATE a discussion of points and DEFERto the group on questionswhenever possible.

    REVIEW the slide.

    SAY: Successful coaching really comes down to the question of Can you spare

    a minute? Start there and it wont seem so overwhelming and your staff willappreciate it.

    ASK: What questions do you have about our discussion of coaching so far?

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    5 Minutes

    Pages 23 &24

    SAY: An important part of coaching is giving feedback to employees and

    receiving it yourself!

    REFERto page 23 in the workbook.

    SAY: As in setting goals, providing feedback is most effective when weconsider the guidelines shown on pages 23 and 24. Take a minute to read

    those over and highlight important ideas.

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    Developing & Managing a Training Team

    Giving Feedback

    Build the emotional bank account:

    Building productive relationships

    Catch people doing things right

    Give feedback with care

    Handle differences productively

    Celebrate success

    #22

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    5 Minutes

    Page 24

    SAY: A powerful by-product of giving feedback effectively is that it builds

    rapport with your employees.

    ASK: By a show of hands, who is familiar with the Covey concept of the

    emotional bank account?

    ASK one of the participants who raised a hand to explain the concept.

    ASK: Does anyone have anything to add to the explanation?

    SAY: There are numerous ways that giving feedback makes deposits to the

    emotional bank account:

    REVIEW the slide and ENCOURAGE participants to record the ideas in theirworkbooks.

    Building productive relationships

    Catch people doing things right

    Give feedback with care

    Handle differences productively

    Celebrate success

    ASK: What other benefits do you see?

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    Page 25

    Developing & Managing a Training Team

    Exercise

    Rewrite the feedback statements to be:

    Specific, descriptive of behavior

    Based on objective criteria

    Timely

    Based on facts, observations

    #23

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    20 Minutes

    Page 25

    SAY: Okay, its time to practice!

    REFERto page 25 in the workbook.

    REVIEW the instructions on the slide.

    SAY: In my experience, my feedback is always most effective when I taketime to plan it out before delivering it. If I try to wing it, I always regret it!

    Take some time now and rewrite each of the feedback statements on page 25,making sure your statements are:

    Specific, descriptive of behavior

    Based on objective criteria

    Timely

    Based on facts, observations

    You will have 8 minutes for your individual work.

    ALLOW 8 minutes for individual work.

    PAIRparticipants up and have each person practice two of their feedback

    statements to their partner, soliciting feedback on the effectiveness of eachstatement.

    ALLOW 10 minutes for the pair work.

    RECONVENE the group and ASK: How did that go?

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    Page 26

    Developing & Managing a Training Team

    The Fine Art of Questioning

    Open-ended

    Closed

    Leading

    Limited Choice

    Linking

    Probing

    Reminder

    #24

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    5 Minutes

    Page 26

    SAY: Effective feedback is a dialogue, not just one way. To encourage your

    employee to join you in a conversation, put the fine art of questioning intoplay.

    REVIEW the types of questions shown on the slide.

    SAY: On page 26, we find some examples of the various types of questions.Lets go through each one.

    Probing questions are used to uncover additional information. The suggestionsthat are missing are:

    Go on

    Tell me more about

    Give me a typical example

    How was it resolved?

    How important do you think it is?

    How could it have been handled better?

    Linking questions help you connect the employees thoughts to a separatepoint or discussion.

    Leading questions do just that lead the employee to a certain point.

    Reminder questionswell, they remind! The missing suggestion is:

    Could you remind me again of what happened when ?

    What distinguishes an open-ended question? It requires more than a one-wordanswer. The suggestions are:

    How are you feeling?

    What might happen if ?

    List one way you could handle?

    Closed questions require only a yes or no answer and are used to controlanswers.

    Limited-choice questions are a variation of the Closed question as they stillrequire only a one or two word answer.

    ASK: What other suggestions for any of these question types do you have?

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    Page 27 Page 28

    Developing & Managing a Training Team

    Exercise

    Write your scenario statements.

    Choose one scenario to practice.

    One person receives the feedback and

    one person observes the interaction.

    The receiver and observer will provide

    feedback on how the message was

    perceived.

    Switch roles until all three have practiced.

    Page 29 #25

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    30 Minutes

    Page 27

    SAY: You have already practiced feedback statements lets kick it up a

    notch! Id like you to practice developing and delivering feedback responsesthat incorporate questions so that you engage in actual conversions.

    SAY: There are five scenarios on pages 27 through 29.

    REVIEW instructions on the slide.

    SAY: Youll work in triads for this practice. In your triad, decide which scenarioyou will each practice. Then, work individually to write your feedback

    statements. When you are ready to practice, one of your triad will be theperson receiving the feedback, and will respond appropriately to make theexperience as meaningful as possible.

    The third person will observe the interaction and make notes on what workswell and suggestions for next time. Once the feedback is delivered, the

    receiver and observer will share what they thought worked well and what ideasthey have to increase the effectiveness. Then, switch roles and the next personpractices a different scenario.

    You will have six minutes per round and I will call time to be sure everyone hasan opportunity to practice.

    ASK: What questions do you have before we begin?

    PUT participants into trios for practice.

    ALLOW 6 minutes for individual work.

    CALL time every six minutes to keep practices on track.

    RECONVENE the entire group and ASK: How did that go?

    DISCUSS any challenges or insights, deferring to the group whenever

    possible.

    SAY: Thank you so much for your active participation in the skills practices. Ibelieve your practice experiences will come back to you when you are

    preparing for future feedback sessions and you and your employee will benefit

    from your practice!

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    Page 30

    Developing & Managing a Training Team

    Coaching Plan

    Working One-on-One

    Orchestrating Learning Opportunities

    Enhancing Self-Reliance

    Recommended Resources

    Overcoming Obstacles

    #26

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    4 Minutes

    Page 30

    SAY: I find that, like anything of importance, my coaching is more effective

    when I have a plan. On page 30 of your workbook, youll find a sample of aplan that comes from PDIs Successful Managers Handbook.

    REVIEW the slide.

    SAY: Of course, any format that works for you will do, although I wouldsuggest your plan include at least these things:

    Ideas on how you will work one-on-one with the employee

    What you will do to orchestrate learning opportunities

    Ways you can enhance the employees self-reliance

    Resources you recommend the employee use

    Coaching tactics to assist the employee in overcoming development

    obstacles

    ASK: What other things would you suggest be included in a coaching plan?

    THANK participants for their ideas.

    SAY: Whatever form it takes, planning for coaching can only help increase itseffectiveness. Finding some way to capture your thoughts and brainstorm

    obstacles will provide a richer experience for you and your employee and workwonders in building your relationship. Those outcomes are well worth the

    effort, wouldnt you agree?

    ASK: What questions or comments do you have about anything we have

    discussed this afternoon?

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    Page 31

    Developing & Managing a Training Team

    Insight and Action

    Identify three insights gained from oursession.

    Contract with yourself for three actions.

    Willing to share?

    #27

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    5 Minutes

    Page 31

    Page 32

    SAY: Its time for you to do some reflecting on the many topics weve

    discussed today. Please join me on page 31 of your workbook.

    REVIEW the instructions on the slide.

    SAY: Id love for you to identify three ahas! you had from your work this

    afternoon, and write those on page 31.

    Then, on page 32, please create a contract with yourself on three actions you

    will undertake and the dates by which youll implement them. Take about 5minutes for this work then well come back together and do some sharing.

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    5 Minutes ALLOW five minutes for individual work.

    ASK if anyone is willing to share one insight they had or one action item theyidentified.

    ENCOURAGE participants to share.

    THANK participants for their awesome insights and for committing toimplementing action items.

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    Page 33

    Developing & Managing a Training Team

    Bibliography

    Referenced in materials

    Suggested readings

    Love to hear your favorites!

    #28

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    5 Minutes

    Page 33

    #1

    REVIEW the slide.

    SAY: On page 33 of your workbook youll find a listing of the books and articlesreferenced in this material as well as those I find valuable readings.

    ASK: Does anyone have a favorite resource youre willing to share with us?

    REVIEW the expectations chart created at the beginning of the session andcross off all that were accomplished. Brainstorm resources for those outside of

    the scope.

    DISPLAY the ending slide.

    Thank You!

    I would love to hear about your

    successes and challenges

    #30

    SAY: I am confident that the learning you take with you today will have aprofound impact on your team and your work. I thank you so much for all youhave taught me today, and I look forward to hearing about your future successesand challenges. Youve got my card please keep in touch!