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The Training Plan
Elizabeth Treher, Ph.D.
SBN Philadelphia
September 2001

Training resources are wisely spent when employee development and training begins with a plan

Properly integrated with other development activities, training and coaching increase productivity across an organization. Yet of the $70 billion or more that is spent on training, estimates are that more than half of this is wasted.

Successful organizations plan strategically for training as they do in the rest of the business. They develop long-term training plans to meet current and future needs and to escape the reactive environment of delivering training programs to meet emergency requests or the latest training fad.

There are several measurable benefits for developing and using training plans. You can:

  • Maximize your training dollars by identifying priorities and focusing resources accordingly
  • Eliminate out-of-date or unnecessary programs and fine-tune offerings
  • Provide more employees training customized for their needs and your business, generally at less cost than sending them to external, generic programs

Outcomes can be narrow or broad, depending on your goals, resources, and the time available. For example, you might:

  • Assess organizational priorities for technical or non-technical training programs
  • Define a training plan for a given job, a department or division, or the entire organization
  • Identify learning requirements for your target audience, whether new employees or experienced senior managers
  • Build a blueprint of programs to align training goals with business goals and objectives. This plan can be extensive and even include courses for continuing education or affiliations with local degree-granting institutions to offer employees undergraduate and graduate training and degrees
  • Developing a training plan encompasses several steps, all of which are meant to assess current and future training requirements. These requirements need to be consistent with the business goals of the organization. By creating and using a training plan, the organization has a place to begin, a place to move toward, and measurable points in between.

The Process
The first stage of developing a training plan is to review the business objectives and to identify the competencies needed to meet those goals.

The best training plans are tightly linked to both organizational and individual development and should include relationship skills, technical skills, and business skills. Individual employees are usually able to identify needed skills but often require support to identify approaches to build those skills. Beginning by identifying skills and competencies allows broader input and provides a stronger foundation from which to select training topics and programs.

Once skills and competencies are identified, the second stage addresses education and training approaches to build these skills. This stage can also include data gathering on delivery options and an analysis of performance problems. Issues related to communication or team problems, customer complaints, process problems, regulatory non-compliance issues, and other measures of job/organization dysfunction can be examined. Analysis of why these problems are occurring reveals whether training is appropriate or if there are other better, non-training solutions.

Approaches to collect data for stages one and two include:

  • one-on-one interviews with senior managers
  • focus groups to assess current and future skills needs in each department, division, or team
  • questionnaire design and distribution for each target group because questionnaires allow everyone in the organization to provide their own perceptions of needs, interests, delivery options, etc.

Once information has been collected, the third stage includes analysis of the information and leads to a report summarizing training plan recommendations. Those who participated by providing information or assisting in data collection then need an opportunity to review the findings to adjust and fine tune final recommendations. If the plan is organization-wide, each functional or project area may want then to review recommendations to prioritize their needs, if that was not done during the data gathering process.

The Results
A strategic training plan designed to support your organization in meeting its business goals and enhancing productivity. This plan can be a simple one, specific for a single group or organizational unit, or a comprehensive, organization-wide plan that lays the groundwork for developing a corporate university or college.

Increased impact for your training dollars. You will have identified key needs and priorities and know your focus is appropriate. In addition, you will have a point from which to base future efforts.

A process with which you can continue to refine and update the plan as organizational demands change. If during this process you also identify helpful, motivated individuals who are willing to continue to provide input on new and changing needs, you will have developed an internal network to provide on-going support. Also, look for opportunities to use existing organizational data for future refinement. Two examples are:

  • New job descriptions (which reflect the changing skill needs of the company)
  • Employee development plans (to help identify and prioritize needs on a regular basis)

In addition, if your plan has been developed using input from across the organization, it will have built-in commitment for implementation. Once the training plan is developed, there are several important next steps. These include program design, delivery resource identification, and a plan for evaluation. Each one of these steps helps to provide a sound future for continued individual and organizational development targeted for the needs of your business.

With a training plan you will have clear evidence of employee development needs and a firm basis for recognizing and providing the appropriate training and development solutions.

Elizabeth Treher, Ph.D. is President and CEO of The Learning Key, Inc., (www.thelearningkey) a firm providing training, consulting, and coaching for technology-based organizations. Reach her at 215-493-9641 or via e-mail at entreher@thelearningkey.com.

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