• Shuffle
    Toggle On
    Toggle Off
  • Alphabetize
    Toggle On
    Toggle Off
  • Front First
    Toggle On
    Toggle Off
  • Both Sides
    Toggle On
    Toggle Off
  • Read
    Toggle On
    Toggle Off
Reading...
Front

Card Range To Study

through

image

Play button

image

Play button

image

Progress

1/606

Click to flip

Use LEFT and RIGHT arrow keys to navigate between flashcards;

Use UP and DOWN arrow keys to flip the card;

H to show hint;

A reads text to speech;

606 Cards in this Set

  • Front
  • Back
What are the four theories of learning and instruction, according to "The Trainer's Dictionary?"
Subjective centered
Objective centered
Experience centered, and
Opportunity centered.
What are the three types of learning usually associated with Bloom's taxonomy?
Knowledge, skills, and attitude. Attitude cannot be trained, but can be influenced.
What is a developmentalism based theory of instruction that focuses on matching individual needs to appropriate instructional experiences, and is particularly useful for helping employees adapt to changes in their work lives?
Opportunity-centered learning and instruction.
What is Malcolm Knowles' contribution to adult learning?
The concept of andragogy.
According to Merriam and Caffarella, adults' developmental stages can be described in three major perspectives. What are they?
Physical changes, Psychological changes, and socialcultural changes.
What theory of learning and memory is concerned with studying the relationship between stimuli and responses and includes training techniques such as prompting, cueing, simulations, role play, and positive reinforcement?
Behaviorism.
What theory of learning attempts to involve both the right and left hemispheres of the brain, as well as the cortex and limbic systems?
Accelerated learning (AL).
Neurolinguistic programming (NLP) has discovered that learner preferences fall into three categories. What are they?
Visual, auditory, and kinesthetic (VAK). NLP distinguishes between what happens "outside" and what happens "inside" of the brain.
What learning theory, developed by Howard Gardner, suggests that intelligence is multifaceted and is not fixed?
Multiple intelligences.
Who developed eight guidelines for facilitating learning, including the idea that effective facilitators establish the initial mood or climate of the group or class experience?
Carl Rogers.
In right/left brain theory, which side of the brain specializes in logic, mathematics, analysis, and sequential processing of events?
The left side.
What are the lowest and highest tiers in Maslow's hierarchy of needs?
physiological needs and self-actualization.
What are the components of the ADDIE model?
analysis (or assessment), design, development, implementation, and evaluation.
According to Gagne's nine events of instruction, what is the first thing a trainer must accomplish?
Gain the learners attention.
During what phase of the ADDIE model will the trainer develop instructional objectives?
During the design phase.
What are 4 key characteristicsof learning?
1. Motivation (WIIFM)
2. Goals (I'm ready because I have a goal!)
3. Experience (I'll learn best if I experience it.)
4. Culture (I believe this and I value that.)
What did Ned Hermann say?
Hermann said that brain-dominance affects how people work, and communicate; it makes them "prefer" things a certain way.
Upper-left cerebral (C)
Lower-right limbic (S)
Upper-left limbic (i)
Lower-rght cerebral (D)
What did Carl Rogers offer us?
Rogers offers us the concept of learner-centered facilitation. He said there are 8 guidelines to consider to be an effective facilitator:
1. Create the right mood.
2. Clarify indivdual and collective goals.
3. Value the learner's motivation and trust her purpose.
4. Organize the widest range of resources.
5. Serve as a flexible resource.
6. Accept intellectual content AND emotional response.
7. Be a participant learner.
8. Accept your own (facilitator) limitations.
What is ACCELERATED LEARNING (AL)?
The purpose of AL is to involve both hemispheres, cortex, and limbic systems in the learning. To do so will enhance and accelerate the learning.
The learning environment must be:
POSITIVE, COMFORTABLE, COLORFUL, WITHOUT BARRIERS, SUPPORTIVE FOR ALL, MULTI-APPROACHED, ACCOMODATING FOR DIFFERENT LEARNING STYLES, FUN, GROUP-BASED
What is an INTAKE STYLE?
The way(s) that a person prefers to take information. Once the information is taken in, it can be sorted, retained, reproduced, and retrieved. This is tied to VAK.
What was one of Howard Gardner's contributions to adult learning theory?
Gardner gave us "multiple intelligences" and said intelligence is multi-faceted. He made us think differently about what it means to be "smart." He said most people "hang out" in 3-4 of these intelligences but avoid the rest. He theorized that there were many types of intelligences.
How did Gardner define intelligence?
He said intelligence was:
-Measurable aptitude
-Aptitude to create and solve problems
-What society/the culture valued
What are 7 ways adults can learn more 1quickly?
According to AL, adults learn more quickly IF they:
1. are not stressed and can relax
2. believe themselves to be "smart"
3. can tie NEW information to previously learned
4. can work with "more" of their mind
5. have short rather than long learning segments
6. use more of their senses to learn
7. are valued in the learning
Contrast "behaviorism" and "cognitivism." Tie both to Bloom's taxonomy.
BEHAVIORISM: theory that adults will learn if the desired behavior is reinforced; the behavior will become learned the more it is reinforced. This is tied to "SKILLS" in Bloom's taxonomy. Instructional techniques based in behaviorism include drills, prompting, simulations, role plays, cueing, and modeling.

COGNITIVISM: theory that learning takes place when adults take in and logically process information. It is academically focused+ in thinking and memory. It is the "tell" approach to training and is tied to Bloom's "KNOWLEDGE" level. Instructional techiques based in cognitivism include case studies, diagrams, films, SME's, presentations, debates, and panels.
What is one interest that adult learning and instructional design have in Abraham Maslow and his contributions?
MASLOW = MOTIVATION. He offered a hierarchy of the needs that motivate people. His theory was that needs are "ranked" from low to high. A person cannot be motivated to meet any need until lower needs are met. WLP pros have to take this hierarchy into account when designing learning because learning is all about motivation. If a participant's lower needs have not been met, motivation for learning is compromised. The hierarchy is arranged like this:
Self-actualization (high)
Esteem
Belongingness
Safety
Physiological
Who was Malcolm Knowles and what did he theorize?
Knowles drew attention to the differences between pedagogy (teaching children) and androgogy (teaching adults.)

PEDAGOGY
Learner's self concept is dependent
Extrinsically motivated
Readiness to learn related to age & curriculum
Self-centered orientation to learning
Doesn't use experience

ANDRAGOGY
Learner's self concept is self-directed
Intrinsically motivated
Readiness to learn is from life experiences
Problem or task-centered
Uses experience as a resource for self and others
Explain Benjamin Bloom's contribution and relate it to adult learning.
Benjamin Bloom's taxonomy assists learning design by CLASSIFYING LEARNING OBJECTIVES/OUTCOMES into 3 domains that can influence the design of learning. These outcomes are arranged from simple to complex. The 3 domains are:
1. Cognitive (= Knowledge)
2. Psychomotor (=Skill)
3. Affective (=Attitude)
The taxonomy is:
EVALUATE (complex)
APPLY
ANALYZE
UNDERSTAND
KNOW (simple)
When do adults learn?
When they NEED to learn.
What are 4 key characteristics of learning? In other words, what characterizes WHY adults learn? What makes adults learn?
Motivation: (WIIFM) What's in it for me?
Goals: Adults learn when they have goals
Experience: Adults learn if they can "hook" learning onto past experience.
Culture: Adults learn if the learning suits their cultures.
Name 6 factors that influence an adult's ability to learn?
Stress and time pressures
Job status
Learning environment
Peers
Supervisor
Family situation
Company condition
What are 3 advantages of behaviorism? When should a designer consider behaviorist approach to design?
BEHAVIORISM
Works best for helping learners acquire specific skills
Is highly specific
Is observable
Ensures behavioral practice - not just theory
Sets up clear objectives
What are 3 advantages of cognitivism? When should a designer consider a cognitivist approach to design?
COGNITIVISM
Faster than other methods
Treats adults as adults
Doesn't waste people's time
Builds a base of information, rules, and concepts
Provides rationale for action
According to Gardner, there are at LEAST 10 types of intelligences.Name five.
Spatial
Musical
Social/InTERpersonal (working with others)
InTRApersonal (working alone)
Emotional
Linguistic/verbal
Bodily/Kinesthetic
Logical/Mathematical
Naturalistic
Existential
What do WLP pros mean by "building organizational capacity?"
Developing a talented workforce to meet business and customer needs.
When employees leave the organization, what is the affect?
- Intellectual drain
- Cost incurred with re-recruiting, re-hiring, and re-training

The cost of losing ONE employee is calculated at 1.5 times that person's annual salary.
According to Kepner & Tregoe, what are the top THREE reasons employees leave their jobs?
1. Lack of financial reward
2. Lack of recognition
3. Lack of career development
What 4 links connect performance and rewards?
1. Measurement of valuable results
2. Accomplishments of results
3. Accomplished results being rewarded
4. Rewarded results being valued
In what ways can employers offer VARIABLE PAY OPTIONS to update their compensation practices? Explain each option.
1. Special recognition monetary rewards
2. Individual and group variable pay
3. Lump sum awards
4. Stock options
Define PERFORMANCE MANAGEMENT.
PERFORMANCE MANAGEMENT is the process of developing, deploying, and aligning people to increase business performance.
What are two keys to rewarding employees?
1. Knowing the needs that motivate employees
2. Monitoring employees to ascertain whether those needs are being met.
What do Cynthia Berryman-Find and Charles B. Fink say motivate employees?
According to Find and Fink, SEVEN things motivate employees:
1. Achievement
2. Power
3. Affiliation
4. Autonomy
5. Esteem
6. Safety and security
7. Equity (being treated fairly)
To understand more about "job design," explain Hackman's and Oldham's suggestions for making jobs more interesting and motivating.
These two say that every job has FIVE categories (tied to psychological states behind motivation) that determine how motivating employees will find their job.
1. Skill variety
2. Task identity
3. Task significance
4. Autonomy
5. Feedback
How many years "down the road" should training managers be considering so that they can keep pace with change?
5 to 10 years
What is the primary focus of HR development (HRD)?
The primary process of HR development (HRD) is to locate and prepare the appropriate knowledge and skill sets so that that knowledge and skill can be applied to meeting the goals of the organization.
In what ways can HR help stimulate employees and drive results?
-Performance-based budgets linked to individual outcomes
-Behavior and competency assessments
-Development planning in the form of training plans
-Managing by objective
Job responsibility and KSA eval
-Components of the perf improv process (incl. fdbk)
-Links to the compensation system
-Balance with meeting org goals and objectives
What is a "business model?" What are "business objectives?"

Why must the training manager understand these?
BUSINESS MODEL: How a business intend to generate revenues and profits

BUSINESS OBJECTIVES: State what the business wants to accomplish

THE LEARNING FUNCTION IS CONSIDERED TO BE A VALUED BUSINESS PARTNER.
The purpose of training is to support business goals by providing the learning needed by employees to make change and to sustain desired performance. If the training manager doesn't understand this, (s)he cannot ensure that the learning function is living up to its perceived value in the organization.
What are "business drivers?" Give examples of internal and external ones.
Business drivers are forces that direct the organization's strategies, goals, and needs.

Internal drivers - technology, systems, processes, policies, employees
External drivers - government, law, global economy, perceptions, restrictions,
Define "corporate success measures."
How a business measures its success
In addition to examining the organization's goals, plans, and purposes, why should the WLP consider the organization's culture and values?
Because organizational culture and what the organization values play a big part in whether or not the plans, goals, and purposes will be met. The WLP pro should take "inventory" of these thing by looking at the company's history, mission and goals, strategy, tactics, vision, and plans.
What is meant by "environment" when referring to that which affects an organization?
"Environment" refers to the surrounding context that will have direct impact on a business or organization. This environment has external, internal, employees, and contractual components that affect the business or organization.
What are "knowledge exchanges?"
"Knowledge exchanges" are networks for groups in the organization to share information, transfer knowledge, and access specialized knowledge. These networks are rooted in the idea that most of the information that resides in an organization resides in the brains of its employees and they are a way to get information "out of ONE head and into to MANY others."
Why do WLP pros have to understand external systems? What are the levels of external systems?
WLP pros have to understand external systems because they have a direct effect on designing and delivering training. Levels of external systems are external environmental factors and external relationships.
Define "environmental scan."
Inventory of FORCES THAT INFLUENCE the way an organization functions. AN ENVIRONMENTAL SCAN analyzes both INTERNAL and EXTERNAL influences.
What factors are a part of the environmental scan and influence the direction of an organization?
Political Economic Sociological
Cultural Global Technological Employment
What are some external relationships that would be part of an environmental scan and therefore influential in the direction of an organization?
Partnerships are a component of the external environment. These partnerships/relationships might include: customers, vendors, competitors, community, charities, employees.
Why should WLP pros be concerned with legalities, regulations, and ethics when it comes to training?
Because if creative training design and delivery or pose perceived or real compromises to safety, ethics, law, and/or feelings of inclusion, then they are counter-learning.
Within HRD, a decision to select someone for a training program is a ____________________.
Test
What is one important legal issue for HR and the training department?
To LAWFULLY select people to participate in training and development programs. AN EMPLOYER (HR) ALWAYS HAS TO PROVE THAT A REQUIREMENT FOR EMPLOYMENT IS RELATED TO PERFORMANCE OF THE JOB. (Diane - think FDR)
When designing/delivering training in different languages, what must the WLP pro ensure for participants?
That the written, spoken, and printed words are understandable; that the intent, imagery, and nuances of the content and delivery are acceptable; that the language, accent, dialect, and delivery of/from the trainer is understandable and inclusive.
What act permits noncoercive employer free speech? Why is this important for trainers to be aware of?
The Labor-Management Relations Act.
Because training should not use any examples, case studies, or role plays that infringe on a person's personal philosophy or belief system.
How do training managers work with unions as partners?
By working with the unions to determine/define what type of training should be provided and to keep records of records related to training.
List some things that canNOT be copyrighted.
Ideas, processes, procedures, methods of operations, concepts, principles, or discoveries.
What is meant by "fair use standards?"
Standards that limit the exclusive rights of the copyright holder/author/proprietor. Standards that allow others to use copyrighted material in a reasonable manner without consent. Even so, training managers should always "do their homework" with regard to citing and crediting copyrighted work.
What is "public domain?'
Refers to time and conditions under which a work was published. Work in the "public domain" does not require permission for use from the copyright holder.
Competition between companies in the same business could very well drive_____________________.
Unethicalness
How does ASTD define learning technologies?
Electronic technologies that deliver information and facilitate the development of skills and knowledge.
What does an organization have to consider when selecting learning technologies?
Cost
Learner characteristics
Evidence of the technology's effectiveness
Time
Types of skills to be learned
What does a designer specifically have to consider when recommending/choosing a combination of learning technologies?
The designer wants to pair instructional, presentation and distribution methods to create effective learning. Consideration should be given to design elements, software capability, hardware requirements, instructor materials and formats, delivery platforms, and ancillary materials.
What does an organization have to consider to implement a new learning technology?
Internal groups with which to partner
Understanding different role responsibilities
Understanding organizational goals
Contrast "terminal" and "enabling" objectives.
Terminal: Long-term/end product or outcome

Enabling: Short-term needed to get to the end product or outcome
Name some differences between online/WBT classes and live, instructor-led classes.
Online/WBT

Live/Instructor-led
What are some things designers have to consider, understand, and know before starting a learning project?
*Sponsor's request
*Business need
*Desired performance
*Task involved in the performance
*Learners and influences on them
*Project contraints
Where in ADDIE does the Level 1 evaluation take place? what is evaluated at this phase?
IMPLEMENTATION
-Learner's ability to meet objectives
-Facilitators evaluate program design
-Materials are reviewed
-Class format, size, and other peripherals
-Evaluation suggests modification
Who is ROGER GLASER and what did he offer?
First used the term "criterion-referenced measures" to test an individual's behavior in relation to an objective standard. Assesses the learners' entry level behavior and to what extent learners have developed mastery through an instructional program/event.
Why is a needs analysis conducted?
To understand more about the issue and to ensure that what is needed can be addressed through training.
What is an instructional design system?
An inter-related number of components that are part of delivering instruction to the learner.
ALL INPUTS - what goes IN
ALL OUTPUTS - what comes OUT
Who was ROBERT GAGNE and what did he offer?
Described FIVE domains of learning. NINE events of instruction. Established learning hierarchies that pointed out that learners HAVE to acquire prerequisite skills before attempting higher level ones. Based his work on how adults 1. sense, 2. process, 3 store to memory
Describe GAGNE's nine events of instruction.
1. Get attention
2. State objectives
3. Tie to previous learning
4. Provide the information
5. Demonstrate/guide
6. Provide opportunity for practice
7. Feedback
8. Assess performance
9. Apply to job
How is instruction usually sequenced within a framework of tasks, topics, and problem solving?
1. Chronological 2. Topical 3. Procedural 4. Prob & Sol
5. General to specific 6. Simple to complex
7. Overview, demo, practice 8. Known to unknown (v v)
9. Less risky to more risky
In the ANALYSIS phase of ADDIE, what must designers identify?
-if training is the answer
-goals and objectives
-resources
-audience
-additional data needed
When the "knowing-doing" gap exists, training is NOT the answer. What might be other reasons for the "knowing-doing" gap?
LACK OF:
*Motivation
*Tools
*Information (info is not provided)
*Health
*Structure of process
What are some methods for collecting data in the ANALYSIS phase of ADDIE?
*Focus group
*Interviews
*Panels of SMEs
*Surveys
*Review of pre-existing data/records
*Existing program review
Before getting started, what do Instructional Designers need to know?
1. Sponsor's request
2. Business need for the project
3. Desired performance
4. Task involved in the performance
5. Learners and influences on them
6. Project constraints
What did ROBERT MAGER say?
Said that a learning goal should be broken down into smaller tasks or learning objectives. Said behavioral objectives should have 3 components:
1. BEHAVIOR - specific and observable
2. CONDITION - conditions for behaviors to occur
3. STANDARD - desired level of performance
What are "terminal" and "enabling" objectives?
Terminal (end-results objectives, long term)
Enabling (steps to the end result, short term)
What is the IDEA behind instructional system design (ISD)?
Training is most effective when it gives the learner a clear statement of what they must be able to do as a result of the training and how their performance will be evaluated. ISD (done correctly) ensures that training is effective.
Why does ISD work well?
ISD works well because it produces observable, measurable elements that can be replicated. These elements are analytical methods, objective, evaluations, designs and more.
Explain ADDIE in terms of:
INPUT
PROCESS
OUTPUT
INPUT: Analysis
PROCESS: Design, Development, Evaluation
OUTPUT: Implementation
What are "interventions" to the WLP?
Solutions that do not involve training.
What did BARBARA SEELS & RITA GLASGOW say?
Design occurs w/in the context of Project Management.
1. Needs analysis management (A)
2. Instructional design management (D) (D)
3. Implementation & evaluation management (I) (E)

[ADDIE]
What is "diffusion?"
DIFFUSION is promoting the adoption and promotion of the project as a DYNAMIC process. Members of design teams may change depending on phase.
What is A B C D when it comes to objectives?
A - Audience
B - Behavior
C - Context/Conditions
D - Degree

[SMART GOALS]
Line up how a business need ends up driving the specifics of training.
Business need > Performance need > Training need >
Specifics of training > Other relevant data not in training

Training adds value only when it serves a business need.
For the WLP pro, what's the difference between a GOAL and an OBJECTIVE?
A goal is a statement of desired outcome

An objective is a detailed statements about outcome of the learning.
What are SIX steps to conducting a needs assessment?
1. Define objectives (Why are you doing the assessm?)
2. Identify necessary data (What data do you need to
fulfill the objectives?)
3. Select data collection methods (What methods will you use to get data you need?)
4. Collect data
5. Analyse/confirm data (What is the data telling you?)
6. Prepare final report (Write what you found out)
What are the 3 levels of needs assessment?
1. ORGANIZATIONAL (Biggest)
2. TASK (Bigger)
3. INDIVIDUAL (Big)
What did the DICK & CAREY model say?
1. Identify instructional goals
2. Conduct instructional analysis and analyze learners and contexts
3. Write performance objectives
4. Develop assessment instruments
6. Develop instructional strategy
7. Design & conduct formative eval of instruction
8. Design and conduct summative evaluation
Revise instruction throughout model
What are the 7 principles of adult learning?
Adults:
1. operate by andragogy - not pedagogy
2. are pressed for time
3. goal oriented
4 bring previous knowledge & experience
5. have finite interest in types of information
6. have different levels of motivation
7. have different learning styles
Name 2 advantages of using focus groups.
*Facilitator can note nonverbal behaviors that accompany what's said.
*If done correctly, all participants will be heard.
*Resulting hypothesis can be tested later w/ larger population by surveys or observations.
TRUE OR FALSE

A focus group is a group interview.
TRUE
In design, what is an "algorithm?"
When observations and interviews are used in combination they produce this tool. Depicts physical steps (or behaviors) and the thought processes that support those steps.
Describe the characteristics of adult learners. List specific issues under each characteristic that should be considered when designing learning for adults.
The adult is:
SELF DIRECTED - Like to have control over her learning
USES EXPERIENCE - Links new info to new
READINESS TO LEARN IS FROM LIFE - Likes to apply; goals
ORIENTATION TO LEARNING-Want learng life centered
MOTIVATION BASED IN INCENTIVE-WIIFM; payoff
What did Jack Phillips offer?
The 5th Level of Evaluation - ROI (Return on Investment)
Compares cost of training with benefits of training; usually presented as a % or benefit-and-cost ratio.
What 5 things does the copyright holder have the EXCLUSIVE right to do?
1Reproduce
2Prepare works based on the copyrighted work
3Distribute copies
4Perform copyrighted work publicly
5Display copyrighted work
How can a manager truly RECOGNIZE and employee in a way that is meaningful for the employee?
*Buying lunch
*Greeting by name
*Engraving a plaque W/ names for years of service
*Giving the employee more autonomy
*Buying membership dues for a professional organization
*Creating symbols (immortalizing) of a team's work
*Giving a chance to telecommute
More than anything else, what do employees want to be recognized/praised for?
Job performance
What 2 things have great effect on the motivation of employees?
1. Management
2. Performance
What is the BEST PRACTICE for WLP pros to use when dealing with copyright?
To obtain written consent from the copyright holder.
What did Donald Kirkpatrick offer? Use relevant detail to explain?
DK said there were 4 levels to evaluation:
Level 1: Determines how learner feels (REACTION)
Level 2: Determines how learning has improved (LEARNING)
Level 3: Determines performance improvement back on the job (BEHAVIOR)
Level 4: Measure effect (of what was learned) on the business (RESULTS)
In e-learning, what is a "release plan?"
A plan for when the product will be released, what technology it will require, and restrictions on where it should happen. Plan should be shared with learners attending AND with the people who administrate over the training.
Name 6 disadvantages of classroom learning.
1.Group-paced instead of individual
2. Requires physical space
3. Requires travel time for some
4. Addresses only the individuals who attend
5. Can be overtaken by the crisis at hand
6. May further divide training and performance support
What are some advantages of classroom learning?
1. Instructor can gauge emotional reaction and comprehension
2. May be good for learning motor or soft skills
3. Face-to-face with instructor
4. Group interfaces with other learners
5. Feels better to learners who are more comfortable in a traditional environment and/or with others
TRUE OR FALSE?

Training and performance support are the same thing.
FALSE
Name 3 DISadvantages of e-learning.
1. Learner may feel it's less personal
2. Mobile workers may feel disconnected without being able to connect
3. Takes time to develop
4. Requires expertise in creating/designing
5. Can be expensive
6. May have technical requirements the organization cannot meet. For example, BANDWIDTH
Name 6 advantages of e-learning.
1. Individual learner-based
2. Doesn't require more space
3. Can be learner-paced
4. Access to additional online support
5. Joins (geographically) disconnected employees together
6. Can be designed for use anytime/anywhere
TRUE OR FALSE?

e-Learning can operate easily as a performance tool because of its adaptability and flexibility of content and structure.
TRUE
What are some differences between training and performance support?
TRAINING: targets lack of knowledge and skills (mostly skills); may be less flexible and adaptable than e-learning

PERFORMANCE SUPPORT: encompasses a much wider possibility of choices that could influence performance.
What are some examples of performance support/solutions?
Performance support/solutions provide access to information on the job or in the work environment or include the use of job aids.
There is evaluation at every level of ADDIE. Explain what is meant by that statement.
Every action in ISD models has a counterbalancing evaluation element. These evaluations are done for many reasons:
1. to show retention 2. to ensure satisfaction 3. to measure ROI

Kirkpatrick says there are 4 levels to these evaluations in the ISD models.
How might evaluation occur at the analysis phase? Development phase? Design phase?
ANALYSIS: Review of data by SMEs and design team
Use of focus groups, surveys, to validate
Key decision makers evaluate resourcesand
constraints
Review of process issues

DESIGN: Objectives and evaluation tasks are
evaluated
Materials and media are evaluated
Deadlines and deliver process are evaluat
DEVELOPMENT: Review of full course
Instructional content eval by learners
and facilitators
Review of deadlines and deliverables
What are the 3 major tasks involved in analyzing data?
1. Sorting data
2. Tabulating it
3. Comparing raw data with summarized data

(Remember: The data has to be collected.)
What is the best way to improve coachability and coaching effectiveness?
Instead of focusing on problems and weaknesses, focus on possibilities, strengths and employee's goals.
Give some characteristics of coaching.
-Just in time personal attention
-One-on-one
-Focused on performance improvement
-Can create cultural change
-Focused on clients issues
-Utilizes learning
What distinguishes a masterful coach?
That he uses a method(s) to bring about transformational learning.

(Transformation learning - Hargrove)
Explain loop learning as popularized by Peter Senge.
Coaches support by helping clients through the 3 loops.

SINGLE LOOP - skill focused, incremental change, confined to smaller idea.
DOUBLE LOOP - thinking and behavior-focused; reframing
TRIPLE LOOP - a willing shift to how they see themselves and the world
When is coaching the "right" intervention?
When expectations are not understood
When tasks are not done to performance standards
When is coaching the INappropriate intervention?
When there is a lack of resources
When there are unrealistic expectations
When there are too many responsibilities
TRUE OR FALSE

"Counseling" and "coaching" are different words for the same thing.
FALSE

COUNSELING is suggestive of therapeutic outcomes; coaching is not. COACHING can be used WITH counseling. Coaching focuses on the client and THEIR goals and is client-driven.
Outline SOME of the differences/contrasts between:
1. Coaching
2. Consulting
3. Training
4. Counseling
COACHING - WHEN and WHY, WHO the client is, and the mind, body, and spirit

CONSULTING - WHAT the client does; cognition, thinking

TRAINING: HOW the client does it; cognition, thinking

COUNSELING: WHY the client does it; emotions, feelings
What is the role of the HRD person and the coach when it comes to coaching?
They make sure that the needs of the client matches the right discipline when the choices are training or coaching or consulting or counseling or mentoring OR some combination of them all.
Essentially, what do coaches do?
*Establish trust
*Listen more than talk
*Facilitate thoughts
*Help client figure it out by stepping back and thinking
*Support introspection and reflection
*Teach client to work better with others
Why is it that most times third parties make the best coaches?
Because outside parties may be seen as having more expertise, hired for only that specific reason, and not a part of the office politics. Outside parties may provide a feeling of security and confidentiality. Outside parties/vendors/consultants are supposed to be unbiased and not interested in office shenanigans.
With regard to coaching, what does ICF stand for?
International Coach Federation
What is "competency modeling?"
A process for identifying a list of knowledge and skills required to do a job.
The ethical behavior guidelines for WLP pros are broken down into 3 areas. What are those 3 areas?
1. Contracting
2. Developing
3. Maintaining
The need for coaching as a development tool and performance improvement stimulus has grown because of many external drivers. Explain what is meant by that statement.
THEN: Industrial age, people hired for their hands, it was more about control

NOW: Information age, people hired for their minds, more about being coached, people are better educated and less job-security oriented, want to be stimulated and developed at work
What is the largest essential skill area for coaches and why?
COMMUNICATION.
Because it is the tool the coach actually used to facilitate the client's thinking.
What are SOME steps to the coaching process?
*Establish and sustain the relationship
*Communicate expectations
*Establish performance goals
*Establish trust
*Encourage development
*Identify resources
*Agree on coaching schedule
*Measure current performance
What are components of a great dialogue?
-Relevance -Inquiry -Freedom -Connectedness
-Reception -Empowerment -Play
Why do people seek coaching?
Because they want to explore and improve their effectiveness and learn more about themselves.
Explain the Socratic method of asking questions and when it is used.
Socrates was a philosopher and did a lot of thinking with his thoughtful buddies. :)
The Socratic method of questioning is used when there is a complex issue/task at hand. The method gives the coach a lot of information and gets the client thinking. Socratic questions require deeper thinking about WHY and HOW. They probe and are open-ended.
What are the general steps the coach will take in working with a coachee?
1. Get client to self assess
2. Help client determine performance goals
3. Help client describe current challenges to those goals
4. Devise an action plan with the client
What is the goal of coaching?
Because coaching is focused on WHO the client is, the goal of coaching is to:

ENSURE THE CLIENT PUTS FORTH THEIR BEST EFFORTS TO ACHIEVE RESULTS.
What should coaches do to observe, analyze, and act/plan on a client's current performance?
When coaches are observing and analyzing current performance and behavior they are doing so to identify problems. The coach focuses on these ideas during sessions:
1. Is client a good match for his/her job?
2. Does client know what is expected of him/her?
3. " " " " tasks are prioritized?
4. " " " have the necessary skill and knowledge
5. What about the client's attitude?
6. What does the client see as obstacles?
7. Is the client being awarded for failure?
8. Does the client get feedback on his/her performance?
What motivates the client?
10. What does the client value?
What are some ways coaches can meet with their clients other than face-to-face?
*PHONE
*VOIP (SKPE?)
*ONLINE MEETING PROGRAMS (GOTOMEETING)
*EMAIL
*GOAL SETTING AND PMGT SOFTWARE
Tie coaching to motivation.
Clients who are not motivated to benefit from coaching will not benefit from it. Coaching that improves motivation will the most effective.

(Think Maslow!!)
What is the difference between "evaluative" and "developmental?"
EVALUATIVE: Focuses on the past; a "grade" on performance.

DEVELOPMENTAL: Focuses on the future and helping the client raise performance.
TRUE OR FALSE

Feedback should be given a week after the client's performance so that the client has a chance to reflect on it.
FALSE

Feedback is more effective when it immediately follows performance.
What are the 5 Rs of effective coaching?
1. Respect
2. Reinforcement
3. Recognition
4. Reward
5. Role Modeling
What do the evaluator, analyst, and change agent focus on when considering learning?
They focus on how much change the learning solutions are likely to produce.
How can learning information systems/learning technologies support the organization?
By supporting knowledge acquisition, information distribution, information interpretation, and organizational memory. Organizational knowledge goes out the door when veteran employees leave. Learning technologies can help prevent this collective knowledge drain.
How does a learning information system support the training manager?
By providing support for program administration and the design and delivery of training.
What are the 4 types of learning systems?
LMS
LCMS
Collaborative Learning Softwar
Learning Support Systems (LSS)
What are examples of "collaborative learning tools?"
Email, whiteboards, chat rooms, other online presentation tools, computer networks, bulletin board systems
What's the difference between an LMS and an LCMS?
LMS (Learning Management System) manages LEARNER
LCMS (Learning Content Management System) manages learning CONTENT
Define "learning technologies."
Electronic technologies that deliver information and facilitate the development of skills and knowledge.
WLP pros should focus on these things when setting themselves up as a strategic partner.
+Provide service to support the orgs business strategy
+Improve visibility of activities to gain credibility
+Measure results
+Become educated in strategic planning
+educating others in strategic planning
What factors drive how org's training programs are created and linked to business goals?
How the org defines and measures success
What is essential to the evaluation to do before designing and developing the program?
Select the measures
What is a measure?
A standard used to assess the results of a performance solution.
What is a business driver?
Internal and external forces that direct an org's strategies, goals, business needs, and performance needs.
The proper org of a research project to ensure that enough of the right type of data is available to answer the questions of interest clearly and efficiently is called a
______________________________________.
Experimental design process
What is a "control group?"
Participants in an experiment who are equal in all ways to the experimental group EXCEPT for having received the experimental treatment. The control group DIDN'T get the pill.
What is a "controlled independent variable?"
A variable with levels set by evaluation.
Data is either______________________or_____________________.
RAW or SUMMARIZED
What is a "sample?"
A portion of the population an evaluator is interested in collecting data from.
Why use an HPI model?
to make sure that a thorough method is followed; that steps are not unintentionally skipped. Being familiar with several types of models gives the HPI pro some choices.
What is the driving force behind the HPI process?
The business analysis because it reveals the business mission, vision, and goals that the performance has to align with.
Where in the HPI process are goals for the process developed?
Business analysis phase.
Why must goals be measurable?
To track progress and evaluate/calculate/measure results.
Why do we do a business analysis?
To provide a better understanding of the organizational strategy and business environment.
Why do a performance analysis?
To discover the desired performance, the actual performance, and the gap between the two. THIS PHASE IS NOT TO SPECIFICALLY POINT OUT PROBLEMS BUT IS AN OBJECTIVE LOOK AT WHAT IS SUPPORTING OR HINDERING PERFORMANCE.
Before starting the performance analysis, the HPI practitioner must do the performance______________________.
CONTEXT - everything that there is to know about in what context the performance is happening and what could possible influence it. Again, this is not about finding the "wrong" but about taking an objective look at "WHAT IS."
TRUE OR FALSE

Gap analysis is a part of performance analysis and forms the basis for the next steps in the process
TRUE
TRUE OR FALSE

The HPI pro has to select the best intervention for the client and explain through a coaching session why it should be the choice.
FALSE

The HPI pro should recommend interventions with details to enable the client to select the one with the greatest business impact and that he/she (the client) is comfortable with. After all, the client's business will be affected by the choices.
Define the 2 types of evaluation.
Both clarify evaluation but they are used for different reasons.

FORMATIVE (Think "forming): Seeks to improve a solution; testing to see if the solution IS working

SUMMATIVE (Think of "sum"): Determines the effect the solution had on the org.
What do Rummler-Brache claim with their model? What's at the heart of the matter (model)?
Their model describes performance at 3 levels: ORGANIZATION, PERFORMANCE, JOB/LEARNER
They claim that optimal performance is obtained when all 3 levels work in harmony. At the heart of their model is SYSTEMS THINKING.
What 3 triggers might indicate that a performance improvement might be in order?
1.Inadequate performance
2. Intro of something new
3. Increased expectations
Within each level of performance (Rummler & Brache's model) what does the HPI pro need to consider?
Goals
Design

Management
TRUE OR FALSE
Thomas Gilbert is considered the father of human performance technology.
TRUE

Simply put, Gilbert's work was about what 3 things outside and what 3 things inside affect performance.
What causes more performance issues?

ENVIRONMENT OR INDIVIDUAL
ENVIRONMENT
What do WLP professionals do when it comes to offering interventions?
They try to fix individuals instead of the environment.
:(
Environment causes more performance issues that the individual
Is it cheaper to fix the environment or the individual?
The environment
What is "systems thinking?" How can the WLP pro use it?
Systems thinking is a way of looking at an org as a network or interdependent components; holistic. WLPs use systems thinking to consider the best place in the system to intervene so as to affect the largest, positive change.
What are some principles behind systems thinking?
1. Break the problem into smaller parts.
2. Look for the best place to make the biggest impact.
3. Set boundaries so the focus stays clear.
4. Systems can be influenced internally and externally; most are dynamic.
What are 4 practices that, like systems thinking, look at all aspects of a system?
1. Ladder of inference: stresses that different people respond differently to things and this affects system
2. Cause & effect: finds the root cause imperative
3. Appreciative Inquiry: re-frames the negative to affect positive results; focuses on positive and vision
4. Open space technology: arranges meetings where people can express opinions and discuss options; by showing the "party" where most people are interested, WLP can see where the most important topics are.
What global factors have effect on org systems?
*Economic situation (financial forecast, pricing, currency)
*Social interactions (rules of engagement, social norms)
*Traditions (community holidays, celebrations)
What is "expatriate training?"
Training to more easily transition an expatriate (employee assigned to work in another country) to their new country assignment and to better transition them BACK into their home country upon job completion or transfer.
What are 4 types of emotions employees could feel during a merger or acquisition?
1. Disengagement (I'll just cover up with my blanket.)
2. Disidentification (Where's my blanket!?)
3. Disorientation (Why do I have this blanket anyway?)
4. Disenchantment (I didn't need that stupid thing anyway!)

Managers need to understand and support employees through these stages/emotions.
What is "industry knowledge?" Why do HPI pros need to know this?
Knowledge of what's going on the larger context; the backdrop for the organization's function, choice of goals, et. Al

To effect the best changes possible that will improve results.
What is "broad company knowledge" and why do HPI pros need to know this?
Knowledge of the org's entire system; information to inform this is found in the business analysis. HPI pros need to know this to identify important business goals and where things aren't being achieved.
What topics does broad company knowledge cover?
*industry segment (to what part of the industry does it belong)
*org structure
*formal and informal power structures
*knowledge transfers
What is "business awareness?"
Awareness of how the org might affect its own industry, knowledge of MAYBE and GONNA BE and THEY'RE HERE! changes, access to top management and strategic involvement with it.
What are "system archetypes?"
An archetype is a statement, pattern of behavior, or prototype upon which other statements, patterns of behavior, or prototypes are based. (Commonly referred to as GROUP LABELS or TEMPLATES)

In systems, archetypes describe the type of system and gives the HPI pro insights into behavior of the org.
What are 4 things that can affect an org's group dynamics?
1. Behavioral styles and personalities
2. Power and influence strategies
3. Organizational culture
4. Expertise
5. Group facilitation strategies
TRUE OR FALSE

People = Group dynamics
ALWAYS TRUE
Whenever people interact to do whatever it is they do, there are dynamics that go on. Dynamics play a large part in setting goals, solving conflicts, making decisions, communicating, and providing leadership.
Industry knowledge is found out about in what phase?
Business analysis
When thinking about industry knowledge, what two industry factors are really important for the HPI pro to consider?
Competitive Environment (what the competition is doing, the latest and greatest technology)

Compliance Issues (health, welfare, and financial requirements by region, industry, or country)
What are some rules to follow when practicing INCLUSION?
*Collective waxes individual in orgs
*Establish clear communication
*State and observe timelines
*Maintain focus on goals
*Define roles
*Build relationships around the project
*Ensure team stays connected to regular work
*Be familiar with cultural differences
*Establish code of conduct
Irving Janis coined the term "groupthink." What does this term mean?
Thinking that causes groups to make irrational or bad decisions; that causes members to think "like the group" out of fear, complacency, retaliation, confusion...
How does the HPI pro avoid "groupthink?"
1. Assign a "devil's advocate" to argue.
2. Create ways to have anonymous feedback
3. Establish an "appeal to the outside" process.
4. Use a method to reach decisions.
Name some decision-making PROCESSES that help participants avoid "groupthink."
*BRAINSTORMING
*NOMINAL GROUP TECHNIQUE
*AFFINITY & INTERRELATIONSHIP DIAGRAMMING
*GENERIC DECISION-MAKING PROCESS
What's DiSC?
A behavioral style profiler originated by William Marston.

It delineates 4 types of behavior styles:
D - Dominance (direct and decisive)
i - Influence (optimistic and outgoing)
S - Supportive (sympathetic and cooperative)
C - Conscientious (concerned and correct)
What is "experiential learning?" What are the steps to experiential learning?
Learning where participants respond to a problem and get the key learning points; immerses participants in an experience to discover information.

1. Introduce learning objective
2. Introduce the problem to be solved
3. Debrief and discuss to reach conclusions
4. Reinforce learning points with more details
5. Introduce second problem if time and needed
6. Group summarizes key learning points or solutions
How many stages does the Tuckman model have? What does the model describe.
FIVE

Model describes the team's MATURITY/DEVELOPMENT level as it relates to these stages.
1 FORMING 2 STORMING 3 NORMING 4 PERFORMING 5 ADJOURNING
Explain the levels of the Tuckman model.
FORMING: output low, uncertainty, reliance on past, avoid controversy, look to team leader for direction

STORMING: output still low, conflict/competition surfaces, some hostility and defensiveness, power struggles, cliques

NORMING: output moderate to high, more cohesion, come to goals, negotiate, managed differences of opinion, established rules

PERFORMING: output very high, morale high, identity complete, members task and people oriented, high trust, unique talents encouraged, innovate and experiment with solutions, self-lead, true independence

ADJOURNING: "It's been real!" but we're done and moving on
What is "Cog's Ladder?" How is it different from the Tuckman model?
Cog's Ladder is another team development model. It's less linear than the Tuckman model.

HAS 5 STAGES:
Polite Purpose Bid for Power
Performance Progress Synergy
TRUE OR FALSE

Facilitation is supposed to make learning challenging for learners.
FALSE

If challenging means difficult, then the statement is false. Facilitation is supposed to make learning easy.
How does an HPI pro define "facilitation?"
Facilitation (or process facilitation) for the HPI pro means helping performers, performers' managers, process owners, and stakeholders to discover new insights and work to make positive changes in the organization.
ALL ABOUT HUMANS - ALL ABOUT PERFORMANCE - ALL ABOUT IMPROVEMENT
With what 3 topics should the HPI pro be familiar?
1. How to handle dysfunctional team members
2. Tools that aid/facilitate team development
3. How to storytell
What kinds of things does a facilitator do?
1. Coach
2. Attend meetings
3. Consult
4. Monitor dynamics, diagnose problems, make interv
5. Promote idea of "team"
6. FACILITATE TEAM IN ITS DEVELOPMENT
When does the HPI pro begin to employ sound/strong facilitation to help the team develop as a team?
From the very beginning - in the business analysis phase - and continue through the entire process
What are people's responses to conflict?
People have different responses to conflicts
1. Competing
2. Accommodating
3. Avoiding
4. Collaborating
5. Compromising
What is the difference between a collaborative response to conflict and a compromising response to conflict?
COLLABORATIVE seeks to work with others to find a solution that MOSTLY/FULLY satisfies all interests

COMPROMISING seeks to split the difference in way that PARTIALLY satisfies all participants
Name some TRUTHS about conflict.
There is no superior or inferior response to conflict.
There are times when ALL the responses will be respectively appropriate. People may respond differently at home than at work. Conflict response is a learned behavior. Facilitators should know their OWN response to conflict pattern.
Why are roles important to group facilitation?
Roles define function and set forth expectations as to how long that role will last. They set forth clear expectations and can lessen conflict if they are written down for all to see.
What are some tools facilitators can use to ensure effective and productive meetings?
Listen purposefully
Have an agenda (and share before the meeting)
Open the discussion with a summary
Post meeting expectations/goals on the wall (elsewhere)
Summarize what speakers say
Use brainstorming to expand possibilities
Build consensus/agreement
Close with reality check to ensure all know what to do
Why tell stories when facilitating?
People like stories and tend to remember them. Facilitators use stories to reflect on past, understand meaning, and to send key messages to the audience.
What are some types of questions facilitators can use?
Open-ended
Closed-ended
Hypothetical
Socratic
What is another name for the Socratic questioning method? What can Socratic questions be used for?
Dialectical approach

Socratic method especially useful in business analysis, performance analysis, or root cause analysis because the HPI pro can delve deeply into issues with these type questions.
Explain Socratic questioning.
Based on idea that incomplete or inaccurate ideas will be corrected during the process of disciplined questioning and would lead to more truth and accuracy. These types or questions can be used to gain more understanding about an org.
What is "nominal group technique?"
Technique is which ideas are generated silently and then offered in round-robin format, discussed for clarification and then ranked in order of SOLUTION IMPORTANCE. THIS METHOD SHOULD BE USED WHEN THE FACILITATOR WANTS TO MAXIMIZE DOING THE TASK AND MINIMIZE CONFLICT AND PRESSURE TO CONFORM.
After opening the meeting with a summary, what are the 10 stages of managing a meeting?
1. Adopt ground rules 2. Identify issues
3. Record issues 4. Prioritize issues
5. Share info 6. Brainstorm solutions
7. Refine options 8. Define points of agreement
9. Do reality check 10. Confirm agreement
TRUE OR FALSE

Facilitators should encourage participants to share information.
TRUE

If participants share perspectives they hear each other's viewpoint and motives. Solutions have to be about addressing people's interests rather than arguing about who's right and who's wrong.
TRUE OR FALSE

Because HPI is about HUMAN improvement, in process mapping, it focuses on what people DO instead of accomplishments.
FALSE

At the end of any point in the process map, outcomes are looked at as accomplishments or "the THINGS that get done."
When should process mapping occur?
Before process redesign is implemented.
Why do HPI pros use process mapping?
To diagram a process from beginning to end; to understand the process; to identify appropriate benchmarks for measuring process improvement results;to understand the interrelationships of the process; to see how the intervention might affect other processes in the system.
What things are included in a process map?
Inputs (where it starts)
Tasks (required to perform the process)
Decision points (where decisions are made)
Outputs (at the end of the process)
What is process redesign?
An intervention to change the flow of activities or decisions; associated with generating a specific business output
What are the 4 components of a process?
1. Inputs
2. Process controls
3. Outputs
4. Resources
TRUE OR FALSE

To begin a process intervention, the HPI pro must conduct a process-level gap analysis.
TRUE

The gap analysis produces results that identify the component(s) of the process that need attention.
TRUE OR FALSE

The HPI pro never has to draw in the supplier on the front end and the customer on the back end.
FALSE

Sometimes the HPI pro HAS to drawn the supplier in the front and the customer in the back bec/ sometimes defective suppliers materials or unclear customer expectations turn out to be root or contributing causes!!
Problem-solving or process improvement models, flowcharts, process control systems, and the collection, organization, and reporting of data and info are ALL
___________________________________.
Interventions the HPI pro can apply to process improvement
What does PDCA stand for in process improvement?
PDCA is the name of a process improvement model that includes:
PLAN
DO
CHECK
ACT
Why use a process improvement model?
To provide a REPEATABLE sequence of steps for a team to follow
What is one of the main reasons teams encounter difficulty in dealing with problems is that they fail to follow an organized procedure. What is a generic problem solving model they could use?
1. Define the problem
2. Research and analyse the problem
3. Establish a checklist of criteria for evaluating solutions
4. List possible alternatives
5. Select best alternative and discuss implementation
6. Monitor implementation and modify if required
Why do we use HOW, WHERE, WHO, WHEN, and WHAT questions in process improvement?
HOW: process
WHERE: location
WHO: people involved
WHEN: time
WHAT: sort process and content
VOTING, CONSENSUS VOTING, POLL TAKING, NOMINAL GROUP TECHNIQUE are all examples of_____________________________________.
Decision making processes
What are 3 types of effective listening?
A key tool in observing a group and gathering information is LISTENING. 3 types are:
1. Passive: no interaction w/ speaker (radio)
2. Attentive: some interaction w/ speaker (lecture)
3. Active: high interaction w/ speaker (*really* listening)
Why are open-ended questions used?
To gain more information; to explore
There's no correct answer to them.
Lets responder express thoughts, feelings, ideas
What is a closed-end or direct question?
One that is aimed at getting details out; excellent for confirming data; check for understanding and consensus
What are Socratic questions good for?
Delving deeper into an issue trying to gain understanding about an organization
What defines a "project?"
It has a distinct beginning and end.
What is a "process?"
It has no specific end point. Another word for "process" is "ongoing operations."
What is a "maintenance process" in project management?
Ongoing set of activities that may maintain and enhance project
What does project management do?
POC

Plans
Organizes
Controls
What are the steps and tools in the PM process?
1. Select a strategy for the objective
2. Divide tasks into subtasks and units (use WBS to detail
3. Determine standards for measuring the accomplishment of each subtask (specifications)
4. Develop a time schedule and sequence (use GANTT charts and program evaluation review technique PERT)
5. Estimate costs of each task and subtask; make a budget
6. Design staff organization (# of people it will take, their duties and necessary training)
7. Develop policies and procedures that will be in effect during the life cycle of the project
8. Acknowledge predetermined parameters imposed by customer or org (military standards/specifications)
Success in org change is directly proportionate to the level of effective __________________________.

Understanding the art of effective communication is the foundation for_____________________________.

Change is __________________________.
COMMUNICATION

CHANGE

LEARNING
TRUE OR FALSE

Interpersonal relationships are at the heart of networks.
TRUE
Listening and speaking make a __________________process.
DYADIC
Information theory is also called____________________theory.
communication
Information theory revolves around specific components.
What are those components?
Environment
Information
Message
Sender
Noise or filter
Receiver
Feedback
What is knowledge management?
Management of the knowledge/information combination of org culture, strategic goals, individual needs, and expertise of people; systematic management of intellectual capital and org knowledge to bring about improved organizations. Getting the right info to the right people at the right time.
What is information sharing?
People/entities sharing information with each other so that the workforce can collaborate, mentor, and socialize to inform others.
Contrast "training" and "knowledge."
TRAINING: meant to instruct; require interruption from work to attend; program defines content, goal is to transfer knowledge or skill

KNOWLEDGE: to inform, requires less interruption than training, user-defined, resource for users.
What is "performance support?"
Usually a tool that supports effective performance by assisting completion of a task.
Explain the "DATA - INFO - KNOWLEDGE" hierarchy.
DATA is raw and feeds INFO
INFO has meaning and feeds KNOWLEDGE
KNOWLEDGE takes INFO, analyzes it, and takes action
Define:

TACIT KNOWLEDGE and EXPLICIT KNOWLEDGE
TACIT KNOWLEDGE: in your head; from experience; beliefs, values

EXPLICIT KNOWLEDGE: documented; shared with others
TRUE or FALSE
Knowledge management can turn EXPLICIT knowledge into TACIT knowledge.
FALSE

A strategy of knowledge management is to use an electronic knowledge base to turn TACIT knowledge into EXPLICIT knowledge - something that others can benefit from instead of being in one's head.
What is a "community of practice" and what are some examples of one?
a group of employees who share a common interest and want to share the experience of whatever they are "practicing."

EXAMPLES: chat boards, bulletin boards, message boards.
TRUE OR FALSE

As long as SOMEONE has the process in their head (tacit knowledge), information will not be lost.
VERY FALSE!

In order for an org to become a "knowledge transfer" org, it has to have an electronic (preferably), common repository for the knowledge that is NOT SOMEONE'S HEAD! :)
To what does "best practice" refer?
It means the best technique that produces excellent outcomes in a particular field. "Best practice" offers the proven way to do something that returns best outcome - not something that is intuitive. The goal of best practice is continuous improvement.
What is TQM?
Total quality management
Knowledge can be viewed TWO ways. What are those TWO ways.
Knowledge is an object.

Knowledge is a process.
Best practices establish benchmarking in order to
_______________________________________________________________________________________________________________________________.
To measure progress/improvement. Benchmarking helps organizations to manage change and performance improvement. Benchmarking may be process oriented, performance oriented, or strategically oriented.
What are some ways that orgs capture and share best practices?
Collaborate
Chunk info
Readability
Personification
Pursuit and exploit
Measurement for performance improvement
What are some examples of presentation methods?
Teleconferencing
CBT
Audio
Electronic text
EPSS
Groupware
3D modeling
Virtual reality
Interactive TV
Online help
Emblems, illustrations, affect displays, regulators, and adaptors are all types of __________________________(3 words.)
Body language
When talking about cultural differences, what does "contexting" mean?
How a message is delivered and under what circumstances
What 4 psychological variables affect how members of a culture think and express themselves?
1Social organization
2Contexting
3Authority
4Concept of time
What 4 things influence intercultural communication?
Language and speech
Environment/place
Psychology/thought processing
Nonverbal communication
Many environment-related differences are based on _________of______rather than on culturally intrinsic____________________.
lack of knowledge
values
What does this define?

The underlying assumptions, beliefs, attitudes, and expectations shared by an organization.
Culture-corporate (organizational)
Culture is a social legacy.
Harrison Trace and Hanice Beyer say that cultures share six major characteristics. What are those 6 characteristics?
Collectiveness - one for all, commonly held beliefs
Emotionally charged-cultures come about in the first place to help people feel safe and to reduce anxiety
Historically based - cultures come from a group whose members share a special set of circumstances; evolve over time
Inherently symbolic - cultures have symbols
Dynamic - are always changing
Vagueness - all about not being clear; full of confusion
TRUE or FALSE

An organization will not change its culture despite a catastrophic event.
FALSE

Organizations decide to change their cultures because of specific events or circumstances.
What's the difference between a "presentation" method and a "distribution" method?
Presentation method is a "generic" how the instruction/information is going to be presented.

Distribution is "specific" to how the instruction/information is going to be "put" out there.
What is a distribution method? Give 5 examples.
The ways designers DELIVER the instructional methods.
1LAN/WAN
2Web
3Internet
4Intranet
5CD-ROM
6Telephone
What is instruction?
It promotes learning through a set of events developed to initiate, activate, and support learning.

(Those events could be distributed via audiotape, CD/DVD, voice mail, email, telephone, LAN/WAN, satellite TV)
What are instructional methods? What are some examples?
Techniques designers use to link objectives with learners. (In an old school lesson plan, they would be called "methods" for getting the learner to meet the objective.)

Examples: role plays, case studies, demos, games, readings, simulations, lectures, programmed instruction
Define "proxemics."
The relationship of people's position in space.
What % of the spoken or written word do learners retain?
15%
What kinds of things could diminish listeners listening to the speaker?
Speaker has strong accent
Has speech difficulties
Is reluctant to convey the message
Is not well prepared
Lacks the vocabulary on the subject

Listeners could also be distracted by internal things like pressing issues, lacking pre-existing knowledge needed, or hearing loss...
WLPs have to plan for cultural portability. What does this mean?
That materials and software applications have to be multilingual and multicultural from the start and be kept reasonable neutral.
In types of body language, what are these things?
EMBLEM
ILLUSTRATOR
AFFECT DISPLAYS
REGULATOR
ADAPTOR
EMBLEM: nonverbal signals; translatable to words (thumbs up)
ILLUSTRATOR: reinforces what speaker is saying; movements that accompany the spoken word (pointing toward someone when angry with them)
AFFECT DISPLAYS: emotional meaning; conveys meaning (rolling eyes, smiling)
REGULATOR: used to control the conversation (nodding affirmatively or not)
ADAPTORS: movements used to fulfill a personal need; sometimes does is unaware (pen clicking)
What is an instructional system?
A network of components that fit together to ensure that the learning objective is met. The system includes the learner, designer, information, materials, technology - all inputs and outputs.
With regard to adult learners, Knowles' work tipped the scale from a___________________________-centered approach to a _______________________-centered approach.
Content

Learner
What dictates your presentation strategy?
Type of learning
Audience
Demographics profile
No. of learners
Media
Budget
Physical site
Name some delivery systems or platforms.
Classroom
Instructor-led
On the job
CBT
Distance learning
Teleconferencing
Multimedia
Seminars
When do you definitely want to use didactic methods?
When time for learning is limited an/or unskilled performance is dangerous or legally risky.
What are "presentation strategies?"
The steps taken to present the instruction.
TRUE or FALSE

In distance learning, use of electronic media is required.
FALSE

Use of electronic media in distance learning is not necessarily required.
Why does the WLP pro want to understand the "ins and outs" of delivery options?
1. To have more control over the presentation.

2. To be able to make recommendations on the appropriateness of an option for a particular goal.
TRUE or FALSE

Instructional methods are confined to a specific type of learner.
FALSE

The definition of Instructional methods is:

Instructional methods are used to link learner with objectives and subject matter.
In ADDIE, implement means more than just "teach the class." What else does it mean?
*SCHEDULING
*ENGAGING INSTRUCTORS
*BOOKING CLASSROOMS
*SECURING EQUIPMENT
*REPRODUCING MATERIALS
*UPDATING INTRANET CLASSES/CONTENT
TRUE OR FALSE

The "develop" phase of ADDIE turns design plans into class/course materials.
TRUE
What are some things to consider when deciding appropriate presentation strategy?
- Instructor's skills and style
- Audience
- Type of learning (KSAs)
- Budget
- Physical site
- Media/Technology
- Learning Styles
- Demographics
- No. of Learners
What is an advantage of using round table seating? U- shaped?
ROUND - gives participants a place to put books, papers; intimate relationship w/o vulnerability (table provides space and idea of some distance.)

U-SHAPED - used in seminars; promotes sense of equality; opening provides place for instructor and scribe
Electronic presentation can take many formats and these formats can be distributed using specific methods.

Name 3 examples of presentation methods/formats and their respective distribution method.
PRESENTATION DISTRIBUTION
1. Audio Intra, internet, telephone
voice mail, CD, audiotape

2. EPSS LAN/WAN, inter/intranet
CD/ROM, DVD

3. Video Satellite TV, cable,
LAN/WAN, inter/intranet,
videotape, CD
What is LAN?

What is WAN?
LAN: network of computers that are connected in a limited area

WAN: network of computers that are connected in a wide geographical area; a telecommunications network
What is SDL? When should it be used? When should it NOT be used?
SELF DIRECTED LEARNING (SDL)
The facilitator is removed from this learning and so the learners must be really responsible and able to apply self directed behaviors. Content is mostly cognitive and requires a certain amount of literacy. SDL designs rely more on objectives and criterion-referenced eval than classroom design.
TRUE or FALSE

Whenever possible, an EPSS should be used instead of training when there is a knowledge or skill deficiency.
TRUE

EPSSs could be databases of job/task related info, easily accessible, could problem solve, offer tutorials, calculators, wizards - all intended to answer an immediate need for information related to knowledge and skill.
TRUE or FALSE

An EPSS is a job aid.
TRUE

It is a comprehensive, computer-based job aid.
When should you use job aids?
All job aids don't work in all environments and especially where decisions have to be made immediately w/o a lot of response time. Use job aids when a task:

1. has relatively low frequency
2. is highly complex
3. has a high consequence for error
4. is likely to change in the near future
Why is a job aid called a "cheat sheet?" What is the purpose of a job aid?
Job aids reduce learner recall and error by providing an on-demand, correct answer about a task and its steps.

A Job aid is a "cheat sheet" because the learner doesn't have to "think of" or "make up" the answer, it is provided right in the aid.
TRUE or FALSE

All blended learning solutions require a communication and marketing plan before deployment.
TRUE

Blended learning can optimize training resources and accommodate many objectives. For people to understand and buy into blended learning for any project, a marketing and distribution plan is required.
What are the two basic techniques for delivering VIDEO and AUDIO content?
- downloadable/downloading

- streaming
TRUE or FALSE

If you want to increase sound quality, you have to reduce the size of your sound files.
FALSE

Reduced sound quality = reduced file size

(and vice versa)
What is asynchronous WBT?

What is synchronous WBT?
ASYNCHRONOUS web-based training (WBT) is self-directed for the learner; may or may not involve the instructor. If there is an instructor, the learner may or may not be online to receive the "lesson" at the same time as the instructor is conducting/delivering it.

SYNCHRONOUS WBT is when the instructor and the learner share in the learning experience at the same "real time."
What is a "plug-in?"
Mini-software application (app) that lets a person view or play audio or video clips on the web.
What is another term for web-based training?
Online learning
What is an EPSS?
Employee Performance Support System

(a computer application tied to another application intended to guide learner through a (learning) task)
What drives the trend toward WBT?
It saves TIME and MONEY.
Accessible for learners
Self-directed for learners
What are some examples of e-learning?
Audio/Video
CD/DVD
Inter/intranet
Chat rooms
Message boards
Satellite broadcasts
CBT
What is "distance learning?"
a situation in which the facilitator and participants access the learning content but are GEOGRAPHICALLY distant from one another. They may or may not communicate with each other.
What is "blended learning/"
a combination of various presentation formats/media in one curriculum
How 3 things does a facilitator do to help an adult learn (Elaine Biech)?
Make the environment safe, comfortable, and welcoming.

Encourage participation

Facilitate more than lecture
According to Elaine Biech, how should a facilitator prepare for a presentation?
- Know the learning objectives
- Learn the material
- Practice the delivery
- Prepare questions ahead of time to stimulate learning
The learner comes to training having questions about what's going to happen, how, and with whom. The facilitator should answer those questions at the beginning of the session so that safety and comfortableness can be established right from the start. WHAT SHOULD THE FACILITATOR BRING OUT AT THE BEGINNING?
Learners need to know:

1. Introduction to each other
2. Session/class objectives
3. What techniques will be used/activities
4. How the learning and the session will be evaluated
5. Agenda
What's the difference between an "icebreaker" and an "opener?"
ICEBREAKER: introduces participants to EACH OTHER; intended to get participants immediately involved and comfortable

OPENER: bridges the participants to the content; introduce participant to the CONTENT
Why is the closing to the training session so important?
Because people usually remember most the last thing that happened.
How can the facilitator gain the attention of the participants right from the start?
* Present a compelling graphic/statistic
* Ask a provocative question
* Make a provocative statement
* Give a unique demonstration
* Show how something really relates to work
TRUE or FALSE

A facilitator should walk toward participants as a question is asked.
TRUE

This encourages participants to continue speaking.
TRUE or FALSE

A rule of thumb is for the facilitator to dress as formally as the most formally dressed participant in the room.
TRUE

Facilitators should "look the part" of being knowledgeable, confident, and professional.
Name some facilitation techniques.
Asking questions
Silence
Question & answer sessions
Transitions
Active listening
What are some things facilitators should remember when presenting?
Listen
Be aware of pace
Check in on participant comprehension
Don't judge
Support the process
Smile
How can a facilitator assess participants
needs before the training?
By conducting an "on-the-spot" pre-assessment during the icebreaker or opener. Tests, polling and questioning could also be used.
Since tasks involved in delivering face-to-face and online training are nearly the same for both, what is the MAIN difference between them?
Technology.

WBT classes can cover hundreds if not thousands of miles of geographic space and it is highly possible that the facilitator never sees the participants face to face.
How does a facilitator overcome some of the negative feelings of "distance" when delivering a synchronous, WBT class through a webinar?
Keep the participants engaged by asking questions often, reading the answers posted, and bringing one or two of those answers to connect to the content.

Because the participant has to THINK THEN TYPE an answer, the facilitator will need to pause to allow time to do that. Thus, duration of the class will be extended longer than face-to-face format.
How does a facilitator keep the MIND of the learner interested and involved?
Encourage participation
Use cards for the shy ones
Switch roles with them; let them be the facilitator
Praise those that participate; get them to repeat it
Get them on their feet
Use body language
Let dialogue happen
Remove tables
TRUE or FALSE

The drop out/incomplete rate is much higher for online classes than face-to-face classes.

What could be done to reduce this rate?
TRUE
Make the learning interactive and stimulating, give frequent feedback, give completion certificates/points for attending, send personalized messages to those that aren't cutting it, chunk the course/class into short segments that can be completed quickly.
TRUE or FALSE

Most people read 25% faster online than they do the printed page.
FALSE

Reading speed in decreased 25% when reading online.
What are some advantages (the 4 words that start with "I") to online communication?
Image oriented
Immediate
Intimate
Interactive
Since images hold the messages in online learning programs and images are easier to understand than text, how should a designer use images when designing an e-learning class?
Represent numeric data with charts and graphs
Represent concepts with ideas or a pic instead of words
Emphasize text by highlighting, boxing, or color
Use visuals the right way
TRUE or FALSE

A visual should immediately follow its reference in text.
TRUE

A picture is worth a thousand words but a few words of explanation ensure clear comprehension of the picture.
In online classes, the interaction is between the learner and the computer. Therefore, interaction must be effective. How does the designer create interactive communication between the online class and the learner?
- Ask questions that the learner can answer by typing or clicking.
- Give some navigation choices.
- Give feedback on an answer.
- Do drag and drop
- Bulletin boards
- Listservs
Why is "white space" needed in a printed or online presentation of information?
To give the eyes a place to rest and not "confuse" the content.
When are some training aids/visual aids that the trainer can use for an in-class session?
Slides
Flip charts
White boards
Projector screens and projectors
Overhead projectors
Presentation software (PowerPoint)
What are the advantages of using these visual aids?
Slides
Flip charts
White boards
Overhead projectors
Presentation software (PowerPoint)
SEE TABLE 7-3 (p. 67 - Delivering Learning)
When should these visual aids NOT be used?
Slides
Flip charts
White boards
Overhead projectors
Presentation software (PowerPoint)
SEE TABLE 7-3 (p. 67 - Delivering Learning)
What is David Kolb known for? What did he say?
Known for his research in experiential learning. Says there are 4 PROGRESSIVE STAGES (modes) of learning that people go through. Says there are 4 types of learning styles that are associated with 1 or more of the 4 stages/modes.

STAGE MODES LEARNING STYLE
1 Concrete Experience Accomodator (DO)
2 Reflective Experience Diverger (OBSERVE)
3 Abstract Conceptual Assimilator (THINK)
4 Active Participation Converger (PLAN)
Why are organizations becoming increasingly more interested in analyzing their business processes and in their health?
Global competition and maturing markets are the reasons WHY organizations are becoming more aware of what they waste and needlessly repeat (THESE THINGS COST $!!!)
Why do WLP pros have to have measuring and evaluating skills?
Because it is only through M&E that WLPs can prove the relevance of learning to organizational goals and strategies. Just like any other effort or strategic partner, the learning has to show itself to be of value to the bottom line of the business.
Why does training have to include evaluation?
Evaluation proves the value of training.
With regard to training, when does the evaluation process start?
At the beginning; in the ANALYSIS phase. Evaluation has to occur in the beginning because the learning that occurs AFTER the training has completed has to be compared to a baseline that was established at the start. "You cannot know how far you've traveled unless you know from where you started."
Why is training evaluated?
Evaluation is done to:
1. Determine business impact/ROI ; was it worth it?
2. Improve the design
3. Determine if objectives were met and to what extent
4. Determine if the content was adequate
5. Assess if the instructional strategies worked
6. Reinforce learning
7. Give facilitator AND participants feedback
8. Determine pace and sequence
9. Identify successful participants
10. Identify how learning is being applied to the job
11. Gain more support/resources for other training
Explain the Performance Agreement Principle.
The evaluation tasks and the objectives should match. They should match in terms of:
1. BEHAVIOR DESIRED should be BEHAVIOR EVALUATED
2. CONDITION STATED should be CONDITION EVALUATED
TRUE or FALSE

The evaluation assesses alignment of the content with learning objectives and instructional strategies but it does NOT assess alignment of the content with needs assessment data.
FALSE

The evaluation assesses alignment of the content with learning objectives, instructional strategies AND with needs assessment data.
What 5 (+1) steps are involved in all evaluation models?
1. Identifying evaluation goals
2. Developing an evaluation design and strategy
3. Selecting and constructing measurement tools
(3a. Implementing the evaluation/Collecting data?)
4. Analyzing data
5. Reporting data
Define VALIDITY.

Define RELIABILITY.
VALIDITY: The evaluation measures what the practitioner intends it to measure.

RELIABILITY: How frequently a test/evaluation measures what its supposed to measure over time.
What is the most practical way for the WLP pro to improve validity?
To solicit feedback from SMEs.
TRUE or FALSE

Information sharing can only be done formally.
FALSE

Information sharing can be done formally and informally. Instruction is done formally. (according to ASTD)
What is the key to knowledge management?
To harness the ability to CAPTURE, ARCHIVE, and RETRIEVE information.
What is a "knowledge repository?"
Technology for creating, storing, and managing corporate knowledge.
Content Management System (CMS)
Learning Content Management System (LCMS)
Internet and Intranet Portals
Collaboration Tools

These are all examples of____________________________.
Technological solutions for employees to share knowledge.
Describe the lifecycle of a CMS.
CMSs allow for:
1. Content creation
2. Content management
3. Publishing
4. Presentation
What is a "portal?"
A website that serves as a starting point to other resources on the Internet or an intranet.
What is an "enterprise web?"
Exists within a business; unites communications and thinking within a large organization.
TRUE OR FALSE

Systems thinking is one of the key disciplines of organizational learning.
TRUE

Systems thinking is one way that organizations can strive for continuous improvement.
What are some of the BENEFITS of systems thinking?
-More than day-to-day events
-Long-term view by decision makers
-More knowledge
-Stakeholder involvement
-Shared understanding
-Many perspectives considered and integrated
What are some CHARACTERISTICS of systems thinking?
-Reframes issues
-Questions assumptions
-Sees entirety
-Discerns patterns
-Understands complex relationships and interdepen
-Takes responsibility to fix problems
-Develops understanding and compassion
The leverage to solve a problem will almost always be close to the problem itself.

TRUE?
NO. Not true. WLP pros always look for the best place to make the intervention; a place where the most leverage can be had. The leverage to solve the problem is RARELY found close to the symptoms of the problem.
What is the hierarchy to view a problem?
EVENTS (resulting trees and flowers)
PATTERNS (ground provides growth space)
STRUCTURES (underground leads to what's at ground)
What is an "open system?"
It is a way for INPUTS to be PROCESSED into OUTPUTS.
In open systems theory, another word for "external environment" is __________________________
Suprasystem
Explain what is meant by "systems view."
A systems view recognizes the interrelationships of the parts and the importance of their interaction to create the whole.
No matter what the project deliverables are, the PM's key focuses are:
Scope
Cost
Time
Quality
Resources
What are some support factors that must be in place to begin a knowledge mgt. initiative?
1. Start with a targeted project
2. Tie project to business requirements and opportunities
3. Keep language simple & focused
4. Be careful of technology
5. Use pilots first - Not huge departments
6. Involve people who will use the info, systems, tools
7. What can or cannot be in included in the material
What is the link between knowledge sharing and incentives?
Incentives and rewards help drive employees to share knowledge. And the more info shared, the "smarter" the org becomes.
TRUE or FALSE
You really don't have to know org issues, levels, reward systems, and timelines of rewards to do a knowledge map.
FALSE
How is knowledge captured?
*Record all brainstorming sessions
*Establish formal problem-solving processes and guidelines
*Use cross-agency gathering sessions for problem solving; give owness to the employee doing the work and let THEM solve the problem.
In knowledge mgt., how is collaboration defined?
Sharing of information
In knowledge mgt., what actually determines what knowledge an employee can access?
The employee's network of human relationships.
What is a "metatag?"
an HTML tag that identifies the contents of info on a website or in a knowledge base.
What are some structures to organize data in a database?
-Relational
-Network (lattice-style)
-Flat
-Hierarchial (tree-style)
-
What is "intellectual capital?"
What valuable info people have, know, and use.
What does successful project mgt. do?
Successfully completes a project through planning, organizing, and managing tasks based on time, money, and available resources.
What is IPO?
Input Process Output
(a model for transforming data and info)
What TYPES of knowledge are there?
Tacit - Explicit
Formal - Informal
Codified - Personalized
Internal - External
Short life - Permanent
Each row of data in a database represents a __________________________.
Record
TRUE or FALSE

Measurements identify outcomes and/or provide info for improvement.
TRUE
Improvement needs a process. What 4 things does a process need to identify to access change?
1. The problem
2. The solutions
3. The plan
4. How to evaluate success
What is the ultimate goal of sharing knowledge in an org?
Creating an employee's desire to learn.
What's the difference between "unit tests" and "systems tests?"
Unit tests are done in real working conditions using TEST data.

Systems tests are done using REAL data
What is a "system development life cycle?"
An organizational process of developing and maintaining systems.
What is "DBMS"?

What is an "RDBMS"?
Data Base Management System (a collection of programs enabling the storage of info in a database)

Relational Data Base Management System
TRUE or FALSE

Relational databases make it easy to work with individual records and info can be viewed many ways.
TRUE
What is a "flat file" database?
All data contained in one table
What is 'JAD"?
Joint Application Development team
(Project sponsor, PM, IT personnel, and end users)
Why have relational databases become industry standard for storing and retrieving large amounts of data?
Because they offer multiple ways to view data based on complex relationships between data.
What is the primary goal of a DBMS?
To provide a storage mechanism that can support efficient storage and retrieval of large amts of data.
What is a "sitemap?"
A blueprint for organizing info in the most logical manner possible; gives info structure and hierarchy.
What are the focuses of info architecture?
*Defining mission and vision for the site
*Determining what content and functionality are needed for the site
*Identifying how learners will access info by defining org, navig, labeling and search capabilities
In knowledge mgt., what is the description or design specification for how info should be treated and organized?
Info architecture
What does advanced info architecture allow groups to do?
Retrieve their required attributes from the system by developing a multidimensional approach to knowledge mgt.
In knowledge mgt., what must be built to faciltate & promote info sharing?
an info architecture
What does an LCMS do?
A Learning Content Mgt. System (LCMS):
- Chunks content
- Manages content
- Publishes content
- Delivers content
TRUE or FALSE

When considering technology to facilitate org knowledge, when possible, automate only processes.
FALSE

When possible, automate ALL forms and processes.
Planning, organizing, and controlling work are the heart of ________________________ ___________________________.
Project Management
What is knowledge mapping?
Knowledge is about what people know.
People have knowledge and knowledge mapping is a process that specifies and defines clear pathways for info; connects people who HAVE info, educ, expertise with those who WANT/NEED it; the identified roads to info in an org.
TRUE or FALSE

Org charts and knowledge maps are the same.
FALSE

Org charts show who is in what job title but do not specify WHERE the knowledge is.
What are knowledge surveys?
These surveys collect types of info employees have and the type of info they need to do their jobs.
What is a knowledge audit?
Clarifies type of info employees need; highlights barriers to sharing knowledge; identifies where info is, knowledge processes and workflow.
What are 2 categories of DBMs?
-Relational databases (RDBMS)

-Multidimensional (MDB) also known as column-oriented databases
TRUE or FALSE

MDBs process data & provide insight into operational data such as trends.
TRUE
In a knowledge management database, what are some options for organizing info in the database?
*Relational
*Network (lattice-style)
*Flat (all info in included in one table)
* Heirarchial
What are 3 characteristics of DBMSs?
Have:

1. Querying to retrieve data
2. Indexing to expedite retrieval
3. Tuning to enhance performance
In a database, there are rows. These rows represent
__________________________________.
records
Which is larger - databases or spreadsheets (65,000 rows of data)?
Databases
What can databases do?
-Update mass records quickly
-Retrieve info by query
-Cross reference & link
-Do complex summing and other calculations
What is SQL?
Structured Query Language

(Defines all user and administrator interactions that - behind the scenes - interprets mouse clicks and carries out commands.
For DBMSs, when do IT pros need to select and design the physical data storage mechanisms?
During the database design phase
What's the WLP pro's steps in becoming a valued business partner?
*Define big picture; industry drivers, processes
*Determine how success is measured
*Examine company culture and values
*What might hinder the development of a strategic plan
In order to develop an effective KMS, org has to identify and document_________________________that support/justify the knowledge exchange.
their business processes

(doing so will streamline processes and identify duplication)
TRUE or FALSE

The learning function in an org can be a valued strategic business partner.
TRUE
What things drive how training programs are created and linked to business goals and objectives?
+Understanding what the corporate measures of success are
+What the business model is
+What the business objectives are
+Industry drivers
+How success is defined by the organization
What do the most successful change mgt plans do?
1. Establish the need
2. Involve people
3. Sustain commitment
What 3 paths can HPI consultants go down? Explain each.
WANTS-BASED What the client wants, she gets

NEEDS-BASED After a gap is proven, whatever is thought to be needed is provided; it is assumed that whatever gap there is has been correctly identified

RESULTS-BASED Incorporates a cause analysis that is tied to business and performance goals; identifies gap.
TRUE or FALSE

Cause analysis always ties the performance back to some business or organizational goal.
TRUE

VERY TRUE
Explain why HPI follows the results-based approach.
Because this approach is directly tied to business and performance needs. Results tell us whether performance has improved . Results are dependent on and achieved through performance.
What is competency modeling?
Process for identifying a list of knowledge and skills required for a job.
What is the SEQUENCE of a results-based HPI approach?
1. What's wrong [Identify the problem]
2. What's the affect? [Identify relationship bet/ prob & perf
3. How wide is the gap? How far away from our desired performance are we? [Determine quantifiable gap bet/ what's wanted and what's happening now.]
4. What's causing the gap? What's at the root of this?
[Analyse/Determine root causes]
5. Here's how we can fix it. [Implement solutions]
ASTD's HPI model is only linear in what part?
From BUSINESS ANALYSIS to IMPLEMENTATION/INTERVENTION
What kind of model did Roger Mager and Peter Pipe have? When would be the best time to use this model?
Mager's and Pipe's model is SITUATION-SPECIFIC. Their model says things turn out the way they do because of the situation. Model starts with identifying problem and following it through a flow chart. Model points out if the prob should be solved or ignored. If solved, 1st step is to see if there is skill deficiency.
What's the difference between the ISPI's HPI model and ASTD's model?
ISPI - includes change mgt in the intervention and implementation phases only

ASTD - includes change mgt at all phases of the process
What types of evaluation does the ASTD HPI model use?
Formative

Summative
Draw ASTD's HPI model. Explain.
Draw on another piece of paper or card or board.
Contrast Mager's & Pipe's model with ASTD's model.
Mager's & Pipe's model is SITUATION-BASED.
ASTD's model is RESULTS-BASED
Who is Joe Harless and what did he say?
HARLESS BUSINESS ANALYSIS

Harless was an HPI pioneer. He developed a FRONT-END ANALYSIS DIAGNOSTIC modet to identify the cause of a performance problem. He believed if you knew the cause, you could find the solution. His model did 3 types of analysis:
1. BUSINESS 2. PERFORMANCE 3. CAUSE
What is Gilber'ts Behavior Engineering Model? What did Thomas Gilbert say?
Gilbert said these things hinder or help workplace performance:

ENVIRONMENTAL INDIVIDUAL
information knowledge
resources skills
incentives capacity
consequences motivation
THESE ALL BE TIED TO CAUSE ANALYSIS IN ASTD'S MODEL.
Contrast HPI and training.
HPI - sees individual and org performance in many ways and asks how could it be improved to meet business goals.

TRAINING - an appropriate address when there is a lack of knowledge and skill; addresses specific learning needs
What does HPI aim to do?
Improve organizational results by improving individual and organizational (collective) performance.
What key factors affect human performance?
Knowledge
Skills
Desire
Environment
Opportunity
What distinguishes an HPI pro from all the others?
They have a specific approach to identifying and solving org problems. They follow an HPI process and conduct themselves according to the underlying principles of HPI.
What did Rummler & Brache do?
Gave us a performance system model.
Introduced thinking systems by creating a 3-dimensional approach and by labeling & describing the 3 distinct levels of an org's performance system.

LEVELS: Organization Process Job Performance

Performance needs these 3 things in order for organization's to be effective:
1. Goals
2. Design
3. Management
Draw Rummler's & Brache's Performance Variable Chart.
Draw on another piece of paper, card, or board.
What are the steps for planning evaluation?
1. Establish an evaluation framework
2. Develop a data collection plan
3. Establish a purpose for the evaluation
4. Set eval levels or targets
5. Develop eval instruments
6. Time evaluation
What are the 5 levels of evaluation?
5 ROI [$, time invested compared to result]
4 Business results [effect on organization]
3 Application [does learner apply it?]
2. How does learning measure up? [did learner learn?]
1 Reaction [what is the reaction of the learner]
Why is measurement so critical in HPI?
Because progress has to be measurable in order to be reviewed. Measuring the success of the HPI effort is critical. Processes cannot be improved without measurement.
What does workforce planning do?
Makes sure that the right people are available to do the jobs at the right time and place.
TRUE or FALSE
Career development theories form the basis of individual career development and organizational talent management.
TRUE
What does Zandy Leibowitz say is the process for using career development to determine the ideal future of an org?
To do career development the WLP must have a realistic vision of how to link the present with the future.
1. Focus on real needs, structures, and cultures
2. Decide what the org, its employees and managers will look like in 5 years if the current needs are addressed.
3. Use career development theories to provide direction, rational, and indications.
Why is Williamson's "trait-and-factor counseling" so criticized?
Because it suggests that a person's traits suits them for certain jobs; it is described as the square-peg, square-hole theory .
What are the Ginzberg theories?
Theories that introduce the idea that at about 18 years old, adults move from exploring careers to a final commitment to a career (with steps in between).

Stages are fantasy, tentative, and realistic.
D.E. Super offered a theory of career development saying that careers move through 5 phases from childhood to adulthood
Summarize it.
That careers move through life phases:
1. Growth - as a child
2. Exploratory - adolescence through mid 20s
3. Establishment - mid 20s
4. Maintenance - By 45 most people are settled into their occupation
5. Decline - Retirees take their work interests into retirement
What are 6 types of work environments?
1. Realistic
2. Investigative
3. Artistic
4. Social
5. Enterprising
6. Conventional
What are two challenges associated with applying career planning theories?
1. Balancing the need for financial ROI with other human capital needs
2. Working with and understanding different generations of people
Roe's theory of occupation, Holland's occupational congruency model, and behavioral career counseling are all ways to__________________________________________________.
Shed light on:
1. how to make the best career choice
2. the career decision making process
Krumboltz's model matches types of people with their best job choice.

TRUE OR FALSE
FALSE
The model is known as the DECIDES model and it breaks the decision-making process down into 7 steps.
Edgar Schein's study produced the concept of__________________.
A principal finding in the study was that ________________________________________.
career anchors

the more people learned/understood about themselves, the more their career choices were affected.
Characterize generation Xers.
- highly independent
- self-reliant
- seek diversity
- think in global terms
- technologically savvy
- value informal atmosphere
What does Roe's theory of occupation do?
Breaks occupations down into eight groups and six decision levels. This theory is the basis for some tests that help determine best career choice based on interests.
What does a "human resource audit" do as it relates to succession planning?
It identifies successors and addresses the assessment of employee mobility to various positions. It helps to designate pools of employees qualified for specific positions. These audits ensures that ALL employees are reviewed so that no employee's development can be ignored.
How does a manager conduct a human resource audit?
By reviewing each direct report, including -
*time in current position
*performance
*readiness for advancement
*potential to move to a new position
*development required
What are succession summary worksheets used for?
To choose successors
What are 2 examples of a "multi-rater feedback instrument?"
1. 360-Degree feedback
2. Assessment center
What is an "assessment center?"
A variety of exercises aimed at getting a better look at candidate's skills by giving the candidate an opportunity to demonstrate their skills.

These exercises can be oral, simulated, analysis-based, group-focused, and role plays.
What is "360-degree feedback?"
An evaluative questionnaire that asks coworkers AROUND an employee to evaluate that employee's performance. In other words, the employee is looked at from all angles.
What is the difference between a "personality inventory instrument" and a "personality test?"
PERSONALITY INVENTORY INSTRUMENT: Provides an accurate picture of the personality type and preferences. A person must be trained to administer, interpret, and score these tests accurately. MBTI and DiSC are two types of these.

PERSONALITY TEST: less formal and can yield learner profiles.
What is meant by "career profile?"
Highlights work history, skills, and competencies
Good place to start mapping out a career path and keep it on track.
Define, contrast, and compare reliability and validity.
Validity: does the instrument measure what it is supposed to measure OR are questions misinterpreted

Reliability: Can the measurement be repeated time after time in the same way? Reliability is concerned with precision and accuracy.
What are some benefits of systems thinking?
-stakeholder involvement
-shared understanding
-more knowledge
-many perspectives
-bigger vision beyond day-to-day
-long-term view
-competitive advantage
What does "open systems thinking" encompass?
+absorbs inputs
+uses inputs in processes
+expels outputs
How does the WLP pro view a problem?
What EVENTS?
What PATTERNS?
What UNDERLYING STRUCTURES?
Facilitating organizational change is centered in ________________________________________________________________________________________________________________________________________.
finding out how the systems affects the process and where a systematic solution may be offered.
TRUE OR FALSE
Systems thinking offers a way for an org to improve.
TRUE
What is organizational learning?
Process within an org in which people at all levels are increasing their capacity to learn and produce results.
FOC

What does action research assume?
That the subjects of the research and the researchers join up to design the outcomes of a research initiative.
TRUE or FALSE
Action learning is about putting learners in action in order to determine goals.
FALSE
Action learning is a problem-solving tool that is powerful enough to develop leadership, increase competitive edge, reduce costs, create performance mgt. systems, and build a foundation for a learning org to emerge.
Why don't most orgs utilize action learning?
Unfamiliarity with it, lack of trust, unwillingness to devote the time.
What is action research and learning?
A model and processes where fact-finding precedes action AND follows it. As more facts are found, different/more actions are taken.
What does the action research process focus on?
Focus is equally on accomplishing the task AND the learner's and org's learning. Focus is on the desired state and what system elements need to change.
TRUE or FALSE
Action learning produces a learning org.
TRUE
Probably no tool is more effective in producing a learning org.
Why does action learning produce a learning org?
Because it enables and forces orgs to continually learn on an org-wide basis.
Why does action enhance learning?
Because it promotes an opportunity for reflection.
In action learning, what is another term for "facilitator?"
set advisor
Name 10 elements of action learning that contribute to building a learning org.
1. People learn by doing.
2. Transfers knowledge
3. Encourages continual learning
4. Develops critical reflection skills
5. Is problem-focused and not heirarchially bound
6. Provides sharing network
7. Members generate information
8. Models working & learning simultaneously
9. Breaks down barriers
10, Helps org move from being training-focused to learning-focused
What are the 6 components of an action learning program that give the program its power?
1. Problem identification
2. Action learning group
3. Emphasis on careful questioning and listening
4. Resolution to take action
5. Commitment to learning
6. Group facilitator/learning coach
What is the core entity in action learning?
The core entity is the 4-8 diverse people called the action learning group called a "set" or "team."
What does action learning focus on?
What one does NOT know in addition to one's current knowledge.
What are the criteria for determining if action learning is appropriate for a project?
REALITY: The problem has to be real
FEASIBILITY: The group can handle the problem competently
AUTHORITY: The group should be given the authority/permission to work on the problem.
LEARNING OPP: The project should give people an opportunity to learn.
Explain L=P+Q+R+I
LEARNING= Programmed Instruction + Questioning + Reflection + Implementation
What is the major difference between asking questions in action learning and asking them in most other settings?
Action learning seeks answers BUT asks questions in order to explore and think deeper.
What is the goal of Six Sigma?
SS is a data-driven, quality improvement technique; analyzes root causes of business problems. The goal of SS is to align an org with its marketplace and deliver real improvement and $ to the bottom line.
What did Kepner-Tregoe offer?
A decision-making process that divide criteria into "musts" and "wants." (D: think about what you did for Raising the Bar "must have" and "nice to have.")
A fundamental belief of action learning is that adults learn best when undertaking___________________________.
ACTION
TRUE or FALSE
Chaos and complexity theories focus on information and feedback mechanisms that bring essential information. Learning orgs and systems thinking do the same thing.
TRUE
By what methods can orgs create and foster learning?
+Culture
+Vision
+Strategy
+Structure
TRUE or FALSE
Patterns and details can be detected and understood in chaos.
FALSE
TRUE or FALSE

In complex systems, one must examine each detail apart from the whole in order to understand patterns.
FALSE
What are the 4 Cs of change management? Explain each.
Create: Envision; craft the dream
Communicate: Let the masses know
Connect: With the orgs population
Congratulate: Reward publicly; celebrate milestones
What's the 4-D cycle of Ai (Appreciative Inquiry)?
Discovery (identify problems & causes)
Dream (solutions)
Design (action plan)
Destiny (action plan)
TRUE or FALSE

Collecting and interpreting stories is fundamentally central to Ai theory
TRUE
What does Ai do?
Shift focus from problems to opportunities/visions. It frames problems in the NOW to focus on what's possible in the FUTURE.
TRUE or FALSE

Ai reduces resistance to change.
TRUE
How does Ai reduce resistance to change?
By being broad-focused and including everyone.
What is a provocative proposition?
An expression of the desired state in powerful statements.
What is ELA?
EXPERIENTIAL LEARNING ACTIVITY

a way for participants to experience before they discuss.
What 5 steps must occur in an ELA?
1. Experience
2. Publish/share observations
3. Process
4. Generalize
5. Apply
What 3 types of evaluation are important for an Ai effort?
FORMATIVE
SUMMATIVE
CONFIRMATIVE
What is "confirmative evaluation."
Evaluation that determines "in the middle of things" if things are going the way they are supposed; if the future state is occurring and if things are on the "right track."
TRUE or FALSE

The heart of action learning is to "ACT."
FALSE

The heart of action learning is to reflect. However, action learning requires that action be taken.
What are the 3 steps for effective meetings?
1. Get ready to meet
2. Meet
3. Follow up
TRUE or FALSE

The SMART acronym applies to goals but also for a well-prepared agenda.
TRUE
What is the hallmark of an effective meeting?
Being prepared
What should a facilitator do to properly and effectively end a meeting?
-Summarize
-Open the floor for questions
-Gain agreements and commitments
-Evaluate the meeting
-End on time (or early)
What 3 things are required/demanded in order to contribute to complex organizational systems?
1. Leaders who are aware
2. Organizational maturity
3. Employee motivation
What is a job analysis?
Process to break a job down into its component duties or functional areas and task statements. It gives a picture of the duties, tasks, knowledge, and skills required, and resources needed to perform the job.
What is a job description?
It explains the duties of the job.
What is a "task analysis?'
It examines a single task within a job and breaks it down into the actual steps of performing the task.
What are the THREE primary HRD areas?
1. Training & Development (individual)
2. Organizational Development (collective)
3. Career Development (individual)
What 7 steps are involved in WP?
1. Understanding BUSINESS CONTEXT (business analysis)
2. Envision FUTURE needs
3. Assess CURRENT realities
4. Analyzing the GAPS
5. Designing LEARNING STRATEGIES
6. EVALUATE and MEASURE
7. Improve continually
TRUE or FALSE

At best, succession planning includes a evaluation of the quality and readiness of named successors.
TRUE
What is a "workforce plan?"
It identifies gaps in skills and knowledge but also what skill and knowledge it will take to meet future workforce needs. Provides managers with a framework for making decisions about the workforce based on the strategic plan.
What is the purpose of strategic planning?
Strategic planning is a tool that helps managers accomplish things critical to training and HRD process; it should help integrate the HRD program into the organization.
What does a succession plan do?
Help an organization plan for workforce replacement needs.
Define workforce planning.
Planning that outlines that an org can meet its goals and objectives within an evolving environment. It makes sure the right people are in the right place at the right time; analyzes HR needs, evaluates assets, and implements strategies.
Contract career planning and talent management.
career planning = individual

talent management = workforce planning for an org
TRUE or FALSE

The workforce plan comes from the strategic plan.
TRUE
What is a "suprasystem?"
An external environment that supplies resources for an open system.
Define "systems view."
A systems view recognizes the interrelationships of the parts and the importance of their interaction to create the whole; a way to see patterns, connections, and underlying structures.
What is "chaos theory?"
A theory that says order exists even though it isn't immediately identifiable.
Complexity theory views chaos as a mode of _____________.
Behavior
What's the difference between complexity and chaos?
Chaos: Study of how simple systems generate complicated behavior

Complexity: Study of how complicated systems generate simple behavior; order can emerge out of chaos.
Why do organizations want to use chaos and complexity theories? What's the value for orgs?
Both theories are searching for ways to bring order to the way things are managed. Through these theories, they can learn to exploit their environment and co-evolve with other orgs.
What did Johan Roe say about orgs that master complexity theory?
That they succeed because they:
1. Know their identity
2. Explore and exploit their environment
3. Interact and evolve with other orgs
4. Study their own parts
Managing a change project has 5 stages. What are they?
IPECC
Initiate
Plan
Execute
Control
Close
What are the 4 levels of change readiness?
1st - DENY
2nd - CONTEMPLATE
3rd - PREPARE
4th - ACT
TRUE or FALSE
It's hard to measure these interventions:
Employee satisfaction
Learning
Ability to change
TRUE
When planning for change, what does the WLP/change agent need to do?
* Define measurable goals
* Outline the success factors
* Detail the steps for implementing
* Decide how commitment will be gotten from key people/decision makers
What are John Adams' 12 rules for PM success?
1. Gain concensus.
2. Build an excellent PM team.
3. Develop a great plan.
4. Ensure resources.
5. Have a realistic schedule.
6. Don't bite off more than chewable.
7. Projects are about PEOPLE - THEY count.
8. Be ready for surprises.
9. Make the approval process formal.
10. Communicate!!!!!
11. Try new things.
12. Lead as well as manage.
What are leadership's role in:
New organizations
Maturing organizations
Established organizations
NEW - Leadership should articulate/enforce vision
MATURING - Fine tune intervention skills to align things; promotes adaptation
ESTABLISHED: Culture defines the leadership; the leader can only change the culture when survival is at risk.
Whats a characteristic of a change agent?
She resolves objections to the change and encourages alignment.
What does Marvin Weisbord's Six-Box Model do?
Identifies 6 interrelated organizational elements:
1. Purpose of org & how well workforce understands and commits to it.
2. How structures are built to fulfill the purpose
3. People's relationships with each other
4. Rewards for doing right
5. Ways of monitoring work
6. Leadership
Initiating sponsors display these characteristics.

Sustaining sponsors display this characteristic.
INITIATING SPONSOR
* Have authority to make change happen
* Have resources

SUSTAINING SPONSOR
* Mid-level who manage whether the specific objectives of the change are met.
What could sell the need for change in a convincing pervasive way?
Show what was revealed in the analysis; explain what will happen if the change isn't implemented.
What is meant by "pain" in change management?
What stress, disappointment, fear, anxiety is caused by remaining at the status quo or moving forward toward the change. Cultures have to decide which is less painful. Change management agents must manage the "pain" by comparing the two and explaining.
What is "remedy setting?"
Moving toward the desired state explaining what will be done.
What did Kurt Lewin say were the stages/states of the change process?
PRESENT (the now)
TRANSITION (the movement toward future)
DESIRED (the future)
What does the organizational change practitioner have to do to move a change forward?
She has to see the broad, aerial strategy and break it down into specific (smaller) actions.
Business goals should be________________and__________.
quantitative and time-bound

Business goals have to truly be about the BUSINESS; not about something else related to it or symptomatic of it.
Name some interventions and when they would be used.
Six Sigma
Coaching
Mentoring
Training
Process Analysis & Redesign
Information Sharing
Technology for Processes
What are some ways to communicate a change strategy to an org?
Meetings
Telephone coaching
Newsletters, posts, bulletin boards
On-site coaching
Training
Nerve center
Survival kits
Recognition days
What are some ways to measure effectiveness of training?
Employee satisfaction (Level 1)
Client satisfaction (Level 1)
Improved processes/products (Level 3)
Financial effects (Level 5-ROI)
Performance improvement (Level 4)
Skills and knowledge performance (Level 2)
What is Kurt Lewin's forcefield analysis?
In change mgt., things either drive the change or get in the way of it. Lewin call these DRIVING and RESTRAINING. Forcefield analysis looks at all the factors and gives us info we can use i deciding to take advantage of the drivers and/or reduce restraints.
Among other things, what did McGregor offer?
Explain them.
THEORY X: People don't want to work and avoid it if possible; they would rather play than work.

THEORY Y: People will work to achieve their goals; actually want to work and look forward to it being rewarding.
Why is it advantageous to reduce restraining forces as opposed to increasing drivers?
Because as you increase drivers, you will actually INCREASE restraining forces. It's like the push you get back when you push too hard.
Why are milestones important in a change initiative?
Because they set short wins that build confidence and successes toward the final goal. That's why reaching milestones should be celebrated and seen.
What is intellectual capital?
The value of what's inside the heads of people/workers that isn't usually on the the balance sheet!!!
TRUE or FALSE

Org change occurs when forces that PROMOTE it overcome those that RESIST it.
TRUE
TRUE or FALSE

Change agents must control attitudes, org culture, and feelings of security as well as, the rate of change.
FALSE

Change agents can only control the rate of change.
What is critical mass?
The fewest number of people who must be committed to the change in order for the change to occur.
Right after understanding the business goals and why the change is needed, what has to be done?
Establishment of the measures that will indicate the desired state. This will provide benchmarking opportunities critical to determining whether progress is being made (confirmative evaluation).
What is the delicate balance a change agent has to achieve?
The needed change (for survival) balanced with the employees' need to feel secure.
TRUE or FALSE

In a business, psychological and social aspects of change are not as important as the BEHAVIORAL aspects of the change.
FALSE

Psychological and social aspects are MORE important than the behavioral effects. (Behavior refers to what the person now has to do on their job.)
What are the phases of Karl Albrecht's CHANGE RESPONSE CYCLE that outline the psychological phases of response to change?
Threat
Problem
Solution
Habit
How is training's role in culture, maintenance, and manipulation explained?
Many values, beliefs, ideas, and suggestions are disseminated to employees - old AND new.
What are 6 characteristics all cultures have in common?
1. Collectiveness
2. Emotional charge
3. History
4. Symbolic
5. Dynamic
6. Vague
Why do cultures emerge in the first place?
To minimize and deal with anxiety.
Cultures emerge from people sharing particular circumstances like _________,__________, ________, and ____.
social, physical, political, economic
What is a disadvantage of hierarchial orgs?
Results in too many highly-paid, front line workers with low skill and little chance of advancement; little communication from higher management to front line.
What characterizes a "flat mgt. model?"
Every employee reports to a single immediate supervisor. Authority flows from top to lower levels.
How could one define "organizational culture?"
Underlying assumptions, beliefs, values, attitudes, expectations, shared by members of an organization.
Leaders come into their titles via_________and________.
expertise and performance
What are the main distinction between a leader and a manager?
Creativity and strategic thinking
Perhaps the most important point that came out of the Hawthorne studies was that:_________________________________________________________________________________________________________________________.
Happy employees produce more.
What did B.F. Skinner say?
That people's behavior is influenced by what they perceive as the consequences.
As a result of training, participants should acquire:
____________, _____________, and _____________.
Knowledge, skills, and attitudes
TRUE or FALSE

Learning cannot affect a person's attitude.
FALSE
TRUE or FALSE

To maintain presentation consistency, trainers and developers should stick to the same techniques and presentation methods for conveying most content.
FALSE

Trainers and developers need to use different techniques and presentation methods to convey content.
What does SIX SIGMA do?
* Reduce costs
* Improve processes
* Reduce business cycle times
Fred Hertsberg claimed that work can be a motivator.
How does this align with Maslow's heirarchy?
Work can provide recognition, membership in a culture, responsibility (belongingness), and growth. All these things could be aligned with Maslow's belongingness, self-esteem, and self-actualization.
TRUE or FALSE

An organization that wants to have successful performance does not necessarily have to understand/have expertise in organizational culture and awareness.
FALSE

It needs both!
What is the most accepted definition of "high performance organization?"
An organization that has strong financial results, appreciated/dedicated workforce, quality products and services, dedicated employees, and formidable leadership. Competitors strive to be like them.
The most important aspect of a high-performance org is _____________________.
LEADERSHIP
What 7 things must a leader have?
1. Technical expertise
2. Conceptual skill
3. Track record
4. People skills
5. Taste
6. Judgment
7. Character
What is meant by "business acumen?"
*ability to build/sell a vision
*ability to plan strategically
*grow a network of advocates
*decode complex business problems
Explain matrix management models.
Different departments with a general manager at the top; a combination of line and project structure with a general manager at the top.
What are the 7 steps of strategic planning?
1. Identifying org values
2. Creating an operational mission statement
3. Analyze the (internal and external) environment
4. Identify org goals & objectives
5. Identify action steps to accomplish goals & objectives
6. Test the plan in reality
7. Feedback
What are advantages of using white boards?
See module
How does an org's "strategic plan" integrate with its "workforce plan?"
The strategic plan dictates many things. One is what gaps there are and the objectives, goals, and methods that will be used in achieving a closing of the gap.
The workforce plan lines up workforce action with the strategic plan.
What are some differences between career guidance and career counseling?
GUIDANCE COUNSELING
by manager/sups by trained career pros
happen regularly several times in a career
focus on objectives focus on satisfaction
focus on performance focus on interests
focus on work experience focus on values
uses self assessment develop of competencies
match indiv to job/path teaches process/directn
What is NCDA?
National Career Development Association
There are many career development theories that career counselors use in their practices. Name a few.
Trait-and-Factor (Williamson)
From 18 on (Ginzberg)
Developmental Frameworks (D.E. Super)
Personality/Typology (Roe)
Occupational Congruency Model (Holland)
Psychodyamic Theory
Sociological Theory
Behavioral Theory (Krumboltz)
Career Anchors (Edgar Schein)
What do vocational tests do? What is one popular vocational test?
Help provide an idea of the kinds of careers that match a person's interests; helps align a client's career with his/her core values;

Strong-Campbell
Explain values-driven career counseling.
Values-driven career counseling uses the individual's values to plan the direction he/she wishes to take.
Contrast "climb the ladder" and "spiral" model in career advancement.
Climb the ladder = a person seeks to move up the corporate ladder

Spiral = a person develops skills in one industry and then moves on to a new area
Self-assessment is another example of a career development model.

TRUE or FALSE
FALSE
What is the core issue facing web-based career counselors?
Inability to establish a core counselor-client relationship.
What are the 2 phases of performance analysis in the HPI model?
The goal of performance analysis is to discover and define the discrepancy. The 2 phases are:
1. Identification of organizational performance goals and objectives
2. Gathering of information about factors that influence performance
What should a performance gap analysis do?
Define:
1Driving forces
2Restraining forces
3Current state
4Desired state
5Methods for change
What does a gap analysis use to identify the performance gap?
A single investigator or team of investigators that gather(s) information to be reviewed. Corrective action reports, other reports, surveys, interviews, focus groups, observations, records, documents...all can be used as data-collection techniques.
What does the choice of organizational research method depend on?
Size of the targeted performance group AND the size of the group affected BY the performer.
What kinds of things does training NOT address?
Motivation
Job designs
Workflow
Organizational structure
Process problems
Incentive issues
Lack of resources
Unclear standards
Confusing feedback
Cyril Houle identified three categories to explain the motivation of adult learners. What were they?
Goal-oriented
Activity-oriented
Learning-oriented
What do performance management systems provide?
A methodology and tools to translate org goals and outcomes into individual employee job expectations and to define the competencies or skills needed to carry them out.
What 4 things connect performance and rewards?
1. measurement of valuable results
2. accomplishment of results
3. accomplished results being rewarded
4. rewarded results being valued
What did Kepner-Tregoe say were the top 3 reasons employees left their orgs?
1. Lack of recognition
2. Lack of reward
3. Lack of career development
How should orgs look at compensation?
As a way to show employees what is valued.
What job characteristics determine how employees are motivated in their jobs and perform highly because of them?
The job's:
SKILL VARIETY
TASK IDENTITY
TASK SIGNIFICANCE
AUTONOMY
FEEDBACK
What do Hackman and Oldham say is the reason why people are motivated by certain job characteristics?
Because those characteristics affect three critical psychological states. This can also be tied to Maslow's theory.
What was Geert Hofstede's contribution to the understanding of workforce diversity?
He identifies a range of variable that affect instructional design in different world cultures.

His HIGH POWER DISTANCE dimension is formal, high dependence, teacher-oriented, highly personal, emphasizes status, has fixed approach and conformity.

His LOW POWER DISTANCE is informal, low dependence, learner-oriented, impersonal, emphasizes equality, has variable approach and experimentation.
What did anthropologist Edward T. Hall offer?
Studies in workplace proxemics. Distances for how to see spatial relationships among adults.
INTIMATE: 18", for family and lovers
PERSONAL: 18" to 4', for family and friends
SOCIAL: 4' to 12" feet, for co-workers and social
PUBLIC: 12'+ platform speakers, entertainers
What does WIIFM stand for and how does it relate to lifelong learning and career exploration?
WIIFM = What's in it for me?

This acronym suggests that employees consider THEMSELVES when they think about their own career growth and planning. For WLP pros working with career development and planning, it's good to consider questions that come from the WIIFM perspective so that the client's needs can be met.
What is an IDP?
Individual Development Plan

This plan takes a look at the CURRENT performance as compared with the performance it would take for a higher level job, determines the gap, and offers strategies to address the gap. IDPs narrow performance and skill gaps.
What are "informational interviews?"
Interviews conducted by the person who is SEEKING a career change or who is exploring other career options. The purpose of the interview is to gain invaluable knowledge about a particular field or career by asking important questions.
Why are job rotations used in career exploration?
To provide the employee an opportunity to work in a new position, develop cross-functional skills, and determine if the role is desirable. TWO TYPES ARE:

1. Cross-functional job rotations
2. Cross-country job rotations