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Transfer of Training
Presented by
Gajaba Perera-Gunawardena
Management Consultant
1
Introduction
 For training to be beneficiary, individuals
participating in this training need to take
new knowledge back to the workplace
and apply what they have learned
(Hatala & Fleming, 2007; Wang &
Wilcox, 2006).
 This effective and continuing
application of the knowledge and skills
gained by trainees to their jobs is known
as transfer of training (Broad &
Newstrom, 1992; Kirwan & Birchall,2006).
8/16/2013 2
Definition
 Positive transfer of training is the degree to
which trainees effectively apply the
knowledge, skills and attitudes gained in a
training context to the job (Newstrom
1984, Wexley and Latham 1981).
 Transfer of training, therefore, is more than a
function of original learning in a training
program (Atkinson 1972, Fleishman 1953).
For transfer to have occurred, learned behavior
must be generalized to the job context and
maintained over a period of time on the job.”
8/16/2013 3
Two Levels of Training Outcome
 It is useful to think about evaluation of training
with two levels of outcome, training outcomes
and transfer outcomes.
 Baldwin and Ford (1988) define training
outcomes as the amount of original learning that
occurs during a training program, and the
retention of that material after the training is
competed. Training outcomes are generally
gathered during or immediately after training.
 Transfer outcomes however, are typically
assessed by measuring how trained skills have
been maintained and generalized by the trainee
after being on the job for some time (Baldwin
and Ford 1988).
8/16/2013 4
Conditions of Transfer of training
Refers to application of knowledge and skills
learned in training on the job and maintenance
of acquired knowledge and skills over time
 Two conditions:
• Generalization
 The use or application of learned material to
the job
• Maintenance
 The use or application of learned material to the
job over a period of time
8/16/2013 5
Factors affecting Transfer of
training
 During the past 20 years, many researchers have
tried finding an answer to the challenges transfer
of training poses. Pivotal review studies are the
following: Baldwin and Ford (1988), (three
groups of variables influencing transfer of
training: trainee characteristics, training
design and work environment.)
 Cheng and Ho (2001), (focus on motivation
as an influential variable, beside trainee
characteristics and work environment.)
 Holton et al . (2000), (added ability as a
separate variable beside these three variables.)
8/16/2013 6
Factors affecting Training
Baldwin and Ford
(1988) three
groups of
variables
influencing
transfer of
training
Cheng and Ho
(2001)
Holton et al .
(2000)
Trainee
characteristics
Training design
Work
Environment
focus on
motivation as
an influential
variable, beside
trainee
characteristics
and work
environment
added ability as a
separate variable
beside these three
variables
8/16/2013 7
8/16/2013 8
Three Major Factors Affecting
Training
 1. Training Design: They also identified three types of
training inputs factors that can impact training
outcomes and training transfer. These design factors
are the incorporation of learning principles, the
sequencing of training material, and the job relevance
of training content.
 2. Trainee Characteristics include
ability, skill, motivation, and personality factors of the
trainee.
 3. Work environment factors include transfer
climate, social support from supervisors and peers as
well as the constraints and opportunity to perform
learned behavior on the job
 (The numbers correspond to those in figure 1 above)
8/16/2013 9
Training Transfer Model
8/16/2013 10
Based in part on Salas, Cannon-Bowers, Rhodenizer, & Bowers, 1999 &
Baldwin & Ford, 1988.
Learner Characteristics
Intervention Design
Work Environment
-Cognitive Ability
-Self-efficacy
-Motivation
(personality, job/career)
Development of Learning Goals
Adult Learning Principles
Instructional Methods & Media
Self-Management Strategies
Strategic Link of Training
Org Climate & Accountability
Opportunity to Perform
Technological Support
Learning Transfer
Individual &
Organizational
Performance
TRANSFER OF TRAINING
Types of Transfer of Training
 Near: Applying new learning to situations that are
very similar to those in which training occurred
 Far: Applying new learning to situations that are
novel or different from those in which training
occurred
 Horizontal: Transfer across different setting or
contexts at the same level
 Vertical: Transfer from trainee level to
organizational level or impact on organizational
outcomes
8/16/2013 11
TRANSFER OF TRAINING
Extent of Transfer of Training
 Positive: Trainees effectively apply
new learning on the job
 Zero: Trainees do not apply new
learning on the job
 Negative: Trainees perform worse on
the job after training
8/16/2013 12
TRAINING INPUTS
Training Design
 Active practice and conditions of practice
 Learning principles:
• Identical Elements
– Experiences and conditions that closely
resemble those in the work environment
– Similar to physical and psychological fidelity
13
TRAINING INPUTS
 General Principles
• General rules and theoretical principles
that underlie the use and application of
a skill
 Stimulus Variability
• Providing a variety of stimuli or
experiences; multiple examples of a
concept; practise experiences in varied
settings
8/16/2013 14
TRAINING INPUTS
Trainee Characteristics
 Most likely to transfer:
 High cognitive abilities, motivation to
learn, self-efficacy
 Internal focus of control and high need for
achievement
 High job involvement, job satisfaction, and
organizational commitment
8/16/2013 15
TRAINING INPUTS
Work Environment
 Pre-Training
 Management actions send messages/signals
regarding importance and organizational
support of training
 Organizational constraints: lack of
time, equipment, and/or resources
8/16/2013 16
TRAINING INPUTS
Work Environment (cont'd)
 Post-Training
 Support provided by trainees’ supervisor
and peers
 Training transfer climate
 Continuous learning culture
What are the important considerations
learned in earlier chapters on learning
culture?
17
TRAINING INPUTS
 To recap: Baldwin and Ford’s model of
transfer of training process indicates:
 Transfer generalization and maintenance are
a function of trainee characteristics, the work
environment, and learning & retention
 Learning and retention are a function of
trainee characteristics, training design, and
the work environment
 Thus, transfer of training is influenced as far
back as the design stage
8/16/2013 18
STRATEGIES FOR TRANSFER
Activities before Training
Management
 Decide who should attend
• Readiness to learn/trainability
• Trainability tests
 Increase motivation to learn
• Meet with employees to discuss training needs
• “WIIFM”
 Provide employees with support for learning and
training8/16/2013 19
STRATEGIES FOR TRANSFER
Activities before Training (cont'd)
Trainer
 Ensure application of ISD model (Instructional
Systems Design)
 Ensure both trainees’ supervisor and trainees are
prepared in terms of knowing objectives and
benefits
 Find out supervisor and trainee needs and
expectations
 Ensure that trainees are prepared for training in
terms of prerequisite courses/readings etc.8/16/2013 20
STRATEGIES FOR TRANSFER
Activities during Training
Management
Participate in training programs
Attend training programs before
trainees
Reassign employee’s work while they
are attending training
8/16/2013 21
STRATEGIES FOR TRANSFER
Activities during Training (cont'd)
Trainer
 Incorporate conditions of practice, adult
learning principles, and other learning
principles in design
 Include content and examples that are
relevant
and meaningful
 Provide interventions at end of content
portion8/16/2013 22
STRATEGIES FOR TRANSFER
Activities during Training (cont'd)
Trainees
 Enter training program with positive
attitude and motivation to learn
 Engage themselves by actively
participating
 Develop an action plan for application of
training on-the-job
23
STRATEGIES FOR TRANSFER
Activities after Training
Management
 Ensure trainees have immediate and frequent
opportunities to practise and apply what they
learned
 Encourage and reinforce trainees’ application of
new skills
 Develop action plan with trainees, reduce job
pressures and workload, arrange practice
sessions, give promotional preference to
employees who have received training, and8/16/2013 24
STRATEGIES FOR TRANSFER
Activities after Training (cont'd)
Trainer
 Stay involved
 Conduct field visits
 Observe trainees, provide feedback and
support
8/16/2013 25
STRATEGIES FOR TRANSFER
Activities after Training (cont'd)
Trainees
 Begin using new knowledge and skills on-the-
job ASAP
 Meet with supervisor to discuss opportunities
for transfer
 Form a “buddy system”
 Consider high-risk situations that might cause
a relapse and develop strategies for
overcoming them and avoiding a relapse
 Set goals for transfer
8/16/2013 26
TRANSFER INTERVENTIONS
Take place in the learning environment before the
trainee returns to work
 Relapse Prevention (RP)
• Anticipate transfer obstacles, develop coping
skills
 Self-Management
• Perform a series of steps to manage transfer
behaviour
 Goal-Setting
• Set specific, challenging goals to enhance
transfer
– Goal-setting interventions
Teach trainees about the goal-setting
process
8/16/2013 27

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Presentation1

  • 1. Transfer of Training Presented by Gajaba Perera-Gunawardena Management Consultant 1
  • 2. Introduction  For training to be beneficiary, individuals participating in this training need to take new knowledge back to the workplace and apply what they have learned (Hatala & Fleming, 2007; Wang & Wilcox, 2006).  This effective and continuing application of the knowledge and skills gained by trainees to their jobs is known as transfer of training (Broad & Newstrom, 1992; Kirwan & Birchall,2006). 8/16/2013 2
  • 3. Definition  Positive transfer of training is the degree to which trainees effectively apply the knowledge, skills and attitudes gained in a training context to the job (Newstrom 1984, Wexley and Latham 1981).  Transfer of training, therefore, is more than a function of original learning in a training program (Atkinson 1972, Fleishman 1953). For transfer to have occurred, learned behavior must be generalized to the job context and maintained over a period of time on the job.” 8/16/2013 3
  • 4. Two Levels of Training Outcome  It is useful to think about evaluation of training with two levels of outcome, training outcomes and transfer outcomes.  Baldwin and Ford (1988) define training outcomes as the amount of original learning that occurs during a training program, and the retention of that material after the training is competed. Training outcomes are generally gathered during or immediately after training.  Transfer outcomes however, are typically assessed by measuring how trained skills have been maintained and generalized by the trainee after being on the job for some time (Baldwin and Ford 1988). 8/16/2013 4
  • 5. Conditions of Transfer of training Refers to application of knowledge and skills learned in training on the job and maintenance of acquired knowledge and skills over time  Two conditions: • Generalization  The use or application of learned material to the job • Maintenance  The use or application of learned material to the job over a period of time 8/16/2013 5
  • 6. Factors affecting Transfer of training  During the past 20 years, many researchers have tried finding an answer to the challenges transfer of training poses. Pivotal review studies are the following: Baldwin and Ford (1988), (three groups of variables influencing transfer of training: trainee characteristics, training design and work environment.)  Cheng and Ho (2001), (focus on motivation as an influential variable, beside trainee characteristics and work environment.)  Holton et al . (2000), (added ability as a separate variable beside these three variables.) 8/16/2013 6
  • 7. Factors affecting Training Baldwin and Ford (1988) three groups of variables influencing transfer of training Cheng and Ho (2001) Holton et al . (2000) Trainee characteristics Training design Work Environment focus on motivation as an influential variable, beside trainee characteristics and work environment added ability as a separate variable beside these three variables 8/16/2013 7
  • 9. Three Major Factors Affecting Training  1. Training Design: They also identified three types of training inputs factors that can impact training outcomes and training transfer. These design factors are the incorporation of learning principles, the sequencing of training material, and the job relevance of training content.  2. Trainee Characteristics include ability, skill, motivation, and personality factors of the trainee.  3. Work environment factors include transfer climate, social support from supervisors and peers as well as the constraints and opportunity to perform learned behavior on the job  (The numbers correspond to those in figure 1 above) 8/16/2013 9
  • 10. Training Transfer Model 8/16/2013 10 Based in part on Salas, Cannon-Bowers, Rhodenizer, & Bowers, 1999 & Baldwin & Ford, 1988. Learner Characteristics Intervention Design Work Environment -Cognitive Ability -Self-efficacy -Motivation (personality, job/career) Development of Learning Goals Adult Learning Principles Instructional Methods & Media Self-Management Strategies Strategic Link of Training Org Climate & Accountability Opportunity to Perform Technological Support Learning Transfer Individual & Organizational Performance
  • 11. TRANSFER OF TRAINING Types of Transfer of Training  Near: Applying new learning to situations that are very similar to those in which training occurred  Far: Applying new learning to situations that are novel or different from those in which training occurred  Horizontal: Transfer across different setting or contexts at the same level  Vertical: Transfer from trainee level to organizational level or impact on organizational outcomes 8/16/2013 11
  • 12. TRANSFER OF TRAINING Extent of Transfer of Training  Positive: Trainees effectively apply new learning on the job  Zero: Trainees do not apply new learning on the job  Negative: Trainees perform worse on the job after training 8/16/2013 12
  • 13. TRAINING INPUTS Training Design  Active practice and conditions of practice  Learning principles: • Identical Elements – Experiences and conditions that closely resemble those in the work environment – Similar to physical and psychological fidelity 13
  • 14. TRAINING INPUTS  General Principles • General rules and theoretical principles that underlie the use and application of a skill  Stimulus Variability • Providing a variety of stimuli or experiences; multiple examples of a concept; practise experiences in varied settings 8/16/2013 14
  • 15. TRAINING INPUTS Trainee Characteristics  Most likely to transfer:  High cognitive abilities, motivation to learn, self-efficacy  Internal focus of control and high need for achievement  High job involvement, job satisfaction, and organizational commitment 8/16/2013 15
  • 16. TRAINING INPUTS Work Environment  Pre-Training  Management actions send messages/signals regarding importance and organizational support of training  Organizational constraints: lack of time, equipment, and/or resources 8/16/2013 16
  • 17. TRAINING INPUTS Work Environment (cont'd)  Post-Training  Support provided by trainees’ supervisor and peers  Training transfer climate  Continuous learning culture What are the important considerations learned in earlier chapters on learning culture? 17
  • 18. TRAINING INPUTS  To recap: Baldwin and Ford’s model of transfer of training process indicates:  Transfer generalization and maintenance are a function of trainee characteristics, the work environment, and learning & retention  Learning and retention are a function of trainee characteristics, training design, and the work environment  Thus, transfer of training is influenced as far back as the design stage 8/16/2013 18
  • 19. STRATEGIES FOR TRANSFER Activities before Training Management  Decide who should attend • Readiness to learn/trainability • Trainability tests  Increase motivation to learn • Meet with employees to discuss training needs • “WIIFM”  Provide employees with support for learning and training8/16/2013 19
  • 20. STRATEGIES FOR TRANSFER Activities before Training (cont'd) Trainer  Ensure application of ISD model (Instructional Systems Design)  Ensure both trainees’ supervisor and trainees are prepared in terms of knowing objectives and benefits  Find out supervisor and trainee needs and expectations  Ensure that trainees are prepared for training in terms of prerequisite courses/readings etc.8/16/2013 20
  • 21. STRATEGIES FOR TRANSFER Activities during Training Management Participate in training programs Attend training programs before trainees Reassign employee’s work while they are attending training 8/16/2013 21
  • 22. STRATEGIES FOR TRANSFER Activities during Training (cont'd) Trainer  Incorporate conditions of practice, adult learning principles, and other learning principles in design  Include content and examples that are relevant and meaningful  Provide interventions at end of content portion8/16/2013 22
  • 23. STRATEGIES FOR TRANSFER Activities during Training (cont'd) Trainees  Enter training program with positive attitude and motivation to learn  Engage themselves by actively participating  Develop an action plan for application of training on-the-job 23
  • 24. STRATEGIES FOR TRANSFER Activities after Training Management  Ensure trainees have immediate and frequent opportunities to practise and apply what they learned  Encourage and reinforce trainees’ application of new skills  Develop action plan with trainees, reduce job pressures and workload, arrange practice sessions, give promotional preference to employees who have received training, and8/16/2013 24
  • 25. STRATEGIES FOR TRANSFER Activities after Training (cont'd) Trainer  Stay involved  Conduct field visits  Observe trainees, provide feedback and support 8/16/2013 25
  • 26. STRATEGIES FOR TRANSFER Activities after Training (cont'd) Trainees  Begin using new knowledge and skills on-the- job ASAP  Meet with supervisor to discuss opportunities for transfer  Form a “buddy system”  Consider high-risk situations that might cause a relapse and develop strategies for overcoming them and avoiding a relapse  Set goals for transfer 8/16/2013 26
  • 27. TRANSFER INTERVENTIONS Take place in the learning environment before the trainee returns to work  Relapse Prevention (RP) • Anticipate transfer obstacles, develop coping skills  Self-Management • Perform a series of steps to manage transfer behaviour  Goal-Setting • Set specific, challenging goals to enhance transfer – Goal-setting interventions Teach trainees about the goal-setting process 8/16/2013 27