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Fundamentals in Competency Training 
Improve Training ROI with Competencies
sponsored by 
www.lambdasolutions.net
presenters 
Bernadette Allen 
CEO, the Competency Group 
Arnet Tkachuk 
Business Analyst 
www.lambdasolutions.net www.thecompetencygroup.com
about Lambda Solutions 
 Support and training in Learning Management 
Systems 
 150+ Moodle installations hosted & supported 
 managed hosting, application support, custom 
development & integration 
www.lambdasolutions.net www.thecompetencygroup.com
The Competency Group 
The Competency Group Inc. has provided 
customized human resource development 
strategies since 1997 for various industries. 
The Competency Group specializes in: 
 Occupational standards development 
 Occupational research 
 Competency profiles 
 DACUM facilitation 
 Competency-based training development 
www.lambdasolutions.net www.thecompetencygroup.com
Overview of the presentation 
The Competency Group 
 What is Competency-based training? 
 Analysis 
 Content 
 Training Model 
 ROI 
Lambda Solutions 
 Competencies in LMS 
www.lambdasolutions.net www.thecompetencygroup.com
Are you wasting training 
a distribution of Moodle 
dollars? 
www.lambdasolutions.net www.thecompetencygroup.com
Why training dollars may be 
wasted 
 Are you missing the strategic foundation? 
 Are specific performance outcomes for job 
success defined? 
 Are performance standards defined? 
 Without a strong foundation outcomes are hit-or-miss 
 Topics may match but outcomes and levels of 
achievement do not 
 Wrong training approach to accomplish desired 
change 
www.lambdasolutions.net www.thecompetencygroup.com
A Competency Framework 
Ensures Training ROI 
 Defines the standards for 
each job role or function 
 Provides framework for: 
 training 
 all human resource management functions 
www.lambdasolutions.net www.thecompetencygroup.com
What is competency-based 
training? 
1. Competency 
Analysis 
• Defines job 
skills 
• Defines 
performance 
standards 
2. Content 
• Targets skills 
• Enables 
performance 
• Various 
formats 
3. Training 
Model 
• Self-directed 
• Individualized 
• Mentor or 
facilitator 
www.lambdasolutions.net www.thecompetencygroup.com
1. Competency Analysis 
Competency analysis of job, role 
or function 
Performance standards 
www.lambdasolutions.net www.thecompetencygroup.com
www.lambdasolutions.net www.thecompetencygroup.com
www.lambdasolutions.net www.thecompetencygroup.com
Performance Rating Scale 
1 Can perform some parts of this skill satisfactorily but 
requires assistance or supervision to perform the 
entire skill 
2 Can perform this skill satisfactorily but requires periodic 
assistance or supervision 
3 Can perform this skill satisfactorily without assistance or 
supervision 
4 Can perform this skill with satisfactorily with more than 
acceptable speed and quality 
www.lambdasolutions.net www.thecompetencygroup.com
2. Content: Competency-based 
Training 
 What really matters is that the learner works to 
achieve the level of performance required 
 There is evaluation of performance 
 Competency-based training can be delivered in 
any format 
www.lambdasolutions.net www.thecompetencygroup.com
Example: Competency-based Training 
Content 
 Customer service training 
 Competency analysis 
 Online learning modules 
 Classroom practice 
 On the job checklists 
 Observation of performance 
www.lambdasolutions.net www.thecompetencygroup.com
3. Competency-Based Training 
Model 
Employee 
proposes learning 
plan 
Manager confirms 
learning plan 
Employee 
implements 
learning plan 
Employee self 
evaluates 
performance 
Manager observes 
and evaluates 
performance 
Skill gaps identified 
Organization 
defines 
competencies 
Manager confirms 
evaluation 
Employee self-evaluates 
www.lambdasolutions.net www.thecompetencygroup.com
Competency-based Training: 
Onboarding 
 Select priority skills for orientation 
 Group skills for realistic learning 
 Select training 
 Method 
www.lambdasolutions.net www.thecompetencygroup.com
www.lambdasolutions.net www.thecompetencygroup.com
Competency-based Training 
Promotes Employee 
Engagement 
 Collaborative process employee and 
manager 
 Makes expectations for jobs 
transparent 
 Builds employee confidence 
 Employees identify their 
interests 
 Career progression 
 Cross training 
www.lambdasolutions.net www.thecompetencygroup.com
Competency-based Training is 
Tied to Bottom Line Results 
 Clear performance expectations specified 
 Performance standards identified 
 Track employee performance 
against expectations 
 Determine if training was 
successful in terms of 
performance 
 Conduct ROI studies 
www.lambdasolutions.net www.thecompetencygroup.com
Succession Planning 
 Competency-based training is for succession 
planning: 
 Identify key jobs/positions 
 Competency-based training for succession 
planning: 
 Identify key jobs/positions 
 Develop competency maps for key positions 
 Build learning paths to develop replacements 
www.lambdasolutions.net www.thecompetencygroup.com
Maximize Your LMS 
Investment 
Having an established competency 
framework allows you to: 
 Provide training that addresses specific 
skills and performance standards 
 Evaluate existing training content against 
your skill needs 
 Link competencies to e-learning and other 
training content 
 Provide strong basis for all human resources 
management initiatives 
www.lambdasolutions.net www.thecompetencygroup.com
Competencies demo 
www.lambdasolutions.net www.thecompetencygroup.com
Repositories 
Management 
Calendar 
Competencies & 
Organizational Roles 
Content 
Team 
User Management 
Management 
Messaging & 
Notifications 
Learning 
Activities & Types 
Course 
Management 
Integration w/ 
other systems 
Social Learning 
Audience 
Management 
F-2-F Training 
Support 
Individual 
Learning Plan 
Enterprise Reporting 
Dashboard 
(Learners & Managers) 
Totara 
Sync 
Program 
Management 
Badges 
www.lambdasolutions.net www.thecompetencygroup.com
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The Fundamentals of Competency Training

  • 1. Fundamentals in Competency Training Improve Training ROI with Competencies
  • 3. presenters Bernadette Allen CEO, the Competency Group Arnet Tkachuk Business Analyst www.lambdasolutions.net www.thecompetencygroup.com
  • 4. about Lambda Solutions  Support and training in Learning Management Systems  150+ Moodle installations hosted & supported  managed hosting, application support, custom development & integration www.lambdasolutions.net www.thecompetencygroup.com
  • 5. The Competency Group The Competency Group Inc. has provided customized human resource development strategies since 1997 for various industries. The Competency Group specializes in:  Occupational standards development  Occupational research  Competency profiles  DACUM facilitation  Competency-based training development www.lambdasolutions.net www.thecompetencygroup.com
  • 6. Overview of the presentation The Competency Group  What is Competency-based training?  Analysis  Content  Training Model  ROI Lambda Solutions  Competencies in LMS www.lambdasolutions.net www.thecompetencygroup.com
  • 7. Are you wasting training a distribution of Moodle dollars? www.lambdasolutions.net www.thecompetencygroup.com
  • 8. Why training dollars may be wasted  Are you missing the strategic foundation?  Are specific performance outcomes for job success defined?  Are performance standards defined?  Without a strong foundation outcomes are hit-or-miss  Topics may match but outcomes and levels of achievement do not  Wrong training approach to accomplish desired change www.lambdasolutions.net www.thecompetencygroup.com
  • 9. A Competency Framework Ensures Training ROI  Defines the standards for each job role or function  Provides framework for:  training  all human resource management functions www.lambdasolutions.net www.thecompetencygroup.com
  • 10. What is competency-based training? 1. Competency Analysis • Defines job skills • Defines performance standards 2. Content • Targets skills • Enables performance • Various formats 3. Training Model • Self-directed • Individualized • Mentor or facilitator www.lambdasolutions.net www.thecompetencygroup.com
  • 11. 1. Competency Analysis Competency analysis of job, role or function Performance standards www.lambdasolutions.net www.thecompetencygroup.com
  • 14. Performance Rating Scale 1 Can perform some parts of this skill satisfactorily but requires assistance or supervision to perform the entire skill 2 Can perform this skill satisfactorily but requires periodic assistance or supervision 3 Can perform this skill satisfactorily without assistance or supervision 4 Can perform this skill with satisfactorily with more than acceptable speed and quality www.lambdasolutions.net www.thecompetencygroup.com
  • 15. 2. Content: Competency-based Training  What really matters is that the learner works to achieve the level of performance required  There is evaluation of performance  Competency-based training can be delivered in any format www.lambdasolutions.net www.thecompetencygroup.com
  • 16. Example: Competency-based Training Content  Customer service training  Competency analysis  Online learning modules  Classroom practice  On the job checklists  Observation of performance www.lambdasolutions.net www.thecompetencygroup.com
  • 17. 3. Competency-Based Training Model Employee proposes learning plan Manager confirms learning plan Employee implements learning plan Employee self evaluates performance Manager observes and evaluates performance Skill gaps identified Organization defines competencies Manager confirms evaluation Employee self-evaluates www.lambdasolutions.net www.thecompetencygroup.com
  • 18. Competency-based Training: Onboarding  Select priority skills for orientation  Group skills for realistic learning  Select training  Method www.lambdasolutions.net www.thecompetencygroup.com
  • 20. Competency-based Training Promotes Employee Engagement  Collaborative process employee and manager  Makes expectations for jobs transparent  Builds employee confidence  Employees identify their interests  Career progression  Cross training www.lambdasolutions.net www.thecompetencygroup.com
  • 21. Competency-based Training is Tied to Bottom Line Results  Clear performance expectations specified  Performance standards identified  Track employee performance against expectations  Determine if training was successful in terms of performance  Conduct ROI studies www.lambdasolutions.net www.thecompetencygroup.com
  • 22. Succession Planning  Competency-based training is for succession planning:  Identify key jobs/positions  Competency-based training for succession planning:  Identify key jobs/positions  Develop competency maps for key positions  Build learning paths to develop replacements www.lambdasolutions.net www.thecompetencygroup.com
  • 23. Maximize Your LMS Investment Having an established competency framework allows you to:  Provide training that addresses specific skills and performance standards  Evaluate existing training content against your skill needs  Link competencies to e-learning and other training content  Provide strong basis for all human resources management initiatives www.lambdasolutions.net www.thecompetencygroup.com
  • 24. Competencies demo www.lambdasolutions.net www.thecompetencygroup.com
  • 25. Repositories Management Calendar Competencies & Organizational Roles Content Team User Management Management Messaging & Notifications Learning Activities & Types Course Management Integration w/ other systems Social Learning Audience Management F-2-F Training Support Individual Learning Plan Enterprise Reporting Dashboard (Learners & Managers) Totara Sync Program Management Badges www.lambdasolutions.net www.thecompetencygroup.com

Notes de l'éditeur

  1. Hello everyone. Welcome to our webinar on Totara LMS: LMS for Workplace Learning
  2. Today’s webinar is sponsored by Lambda Solutions
  3. Our presenters today, are Bernadette Allen, CEO – The Competency Group, and myself, Arnet Tkachuk, Business Analyst from Lambda Solutions.
  4. If you’re thinking about implementing an Learning management system or an LMS, we’re the people to talk to. Lambda works with Moodle and Totara, and provides training, consulting, managed hosting and expert support. Our goal is to provide an affordable, open-source eLearning solution that deploys easily in both large and small organizations - We work with a growing number of schools, colleges, training institutions, healthcare facilities, small businesses, and nonprofits who want to offer Learning in the Cloud. We believe support is a critical component to any successful implementation.
  5. And today we have the competency group with us. Lambda Solutions and the Competency group work closely together on a number of projects. They are truly experts in the field.
  6. In today’s webinar we will Bernadette’s going to take over in a few seconds here where she’ll take you through the basics of competency-based training. She’ll cover ROI and then how competency training can plug into into an LMS. I’d like to then take just a couple of short minutes to show you how we can actually use competencies inside of an LMS. I’ll pop Totara open and give you a quick walk-through of the technology. So without further delay, Bernadette take it away.
  7. Ask this question first I think many training dollars are wasted Training is the first thing cut Not seen as adding real value to the organization Because often it does not provide the skills that organizations need Often seen as nice to have, not a must
  8. Training must clearly identify: What do you want the learner to be able to do? How well do you want them to be able to do it? Is the training approach sufficient to achieve the desired performance change Often training is too short For example, if training is about performance it must provide sufficient opportunity for application
  9. This leads us to the focus of today’s presentation. Today I will show you how a competency framework provides the basis for training that achieves results. This is achieved because: Competencies define the standards for each job role. This forms the basis for all training And all human resources functions
  10. So what is competency-based training? Here is an overview slide which I will describe in detail later. I see three key aspects of competency-based training that sets it apart from other training approaches: It is based on a competency analysis for job roles or functions in the organization. The competency analysis defines “best practice” for how the job is performed. The competency analysis defines the level of performance required. 2. The content of competency-based training targets targets “best practice” to the required skill level. Content is delivered in the best way to attain the performance 3. The training model is self-directed, individualized and mentor or facilitator role
  11. Share the competency analysis approach I used for many years The Competency Group has used this approach to develop job competencies across many industries and sectors, such as mining, electricity, health, hospitality, finance, education, biotechnology, etc It is applicable to any role or function Extremely practical and useful This analysis produces a level of detail sufficient to develop quality training and also to evaluate existing or off-the-shelf training programs Provides sufficient detail to inform all stages of employee cycle. Dacum approach This level needed to drive the employee lifecycle Two aspects of competency analysis Analysis of the job, role or function Performance standards
  12. Competency Map – Operations Manager Major categories Skills This analysis of skills links directly back to organizational objectives It gives you the framework for building training that meets the organization’s needs and goals This is the high level view of the role of operations manager. To develop training, must further analyze the role
  13. Example of next level of the analysis This shows one of the major categories. On the competency map, you saw only the major categories and skills This next step breaks the skills into sub-skills and defines the supporting knowledge and abilities of each skill Remember, the competency map is defining what is best practice for this role within a specific organization. More detail is required.
  14. The competency map and further analysis describes what you want employees to be able to do Another critical question is: How well do they need to do it”? That’s where setting a performance standard comes in. Each skill on the Competency Map is assigned a performance rating This is a sample scale that I have used many times Works very well for real workplace Employees easily understand it. When you are developing competency based training, you must know the level of performance you are aiming at. This in turn informs your learning objectives, drives your content and your training approach. For example, if your performance standard is 4, your training content and training approach will be different than if the employee is only required to perform some parts of the skill. The performance rating links directly back to organization’s expectations for the particular job role or function. objectives Otherwise your training will not be effective. It will not be a good investment Next, Show sample Operations Manager PDF Competency map with ratings (PDF 2)
  15. The essence is that the training content must enable employees to: Learn how to perform the required skills as outlined on the competency map Enable them to perform to the required performance level It is the basis that makes it competency-based training The content must support those two objectives Typically, you will use a combination of approaches in order to attain your goals It depends on: The learner The organization Tools and resources Characteristics of the target population, etc.
  16. The third distinguishing aspect of competency-based training is the training model. The learner is responsible for their own learning Their manager or coach is accountable for their learning The competency-based training model is really a performance development model. It integrates competency and performance requirements into the organizations performance development system
  17. Let’s look at a few applications of competency-based training onboarding
  18. With the modular view of competencies you can easily group skills in many ways This is a sample of how skills a grouped for an onboarding program for an operations manager. Once these skills are grouped and performance ratings assigned, you can: Design a specific onboarding program
  19. Arnet: Having a framework for competencies is incredibly important when you move learning into the cloud, and start standardizing roles. Give me one second, and I’ll pull up our practice instance of Totara to give you an idea of what it can look like.
  20. Our key features demo will cover the following:
  21. Totara is a Moodle distribution focused on corporate learning, the features of which are built upon the best practices learned from the needs of other organizations. - While Moodle Covers the items you see in yellow on the screen, Totara takes this and really expands the functionality to deliver something truly unique for corporate environments