Financial System Upgrade Train-the Trainer Training Tips and Tricks.

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Presentation transcript:

Financial System Upgrade Train-the Trainer Training Tips and Tricks

Train-the-Trainer Tips and Tricks 2 Copyright © 2006 Accenture All Rights Reserved.  Please put cell phones on vibrate or turn off  No food or drink in classroom  Bathrooms on to the right of the back door  Website address for handouts: –  PeopleSoft Upgrade –Presentations ◘TTT tips and tricks Housekeeping

Train-the-Trainer Tips and Tricks 3 Copyright © 2006 Accenture All Rights Reserved. Introductions Tom Beslic Change Management Lead - Accenture

Train-the-Trainer Tips and Tricks 4 Copyright © 2006 Accenture All Rights Reserved. Agenda  Basic adult learning principles and styles  Class preparation  Presentation techniques  Role as a facilitator  Setting expectations  Activities in the classroom  Common classroom problems  References

Train-the-Trainer Tips and Tricks 5 Copyright © 2006 Accenture All Rights Reserved. Objectives  After completing this session you should be able to: –Define basic adult learning styles –List the steps for preparing for a class –Describe successful presentation techniques –Define the instructor’s role as a facilitator –List benefits and ways to introduce activities into the classroom

Preparations for Go Live Basic adult learning principles and styles

Train-the-Trainer Tips and Tricks 7 Copyright © 2006 Accenture All Rights Reserved. Learning Behavior  Instructor’s responsibility –Defines the objective of the course –Determines course content –Determines sequence of topics –Sets time frames and all other course details –Gathers input for development of course content

Train-the-Trainer Tips and Tricks 8 Copyright © 2006 Accenture All Rights Reserved. Adult Learning  Characteristics of the learner –Self-directed –Knows why something needs to be learned –Contributes life experiences to learning process –Problem-centered approach –Focused on real-life situations

Train-the-Trainer Tips and Tricks 9 Copyright © 2006 Accenture All Rights Reserved. Adult Learning  Characteristics of the instructor –Develops applications  Enhances the learner’s productivity –Develops exercises  Mimic real-life situations –Facilitates the learning process –Sets the initial mood or climate of the session –Is a flexible resource

Train-the-Trainer Tips and Tricks 10 Copyright © 2006 Accenture All Rights Reserved. Adult Learning  The more we discover about how adults learn and apply the theories, the more effective the transfer of knowledge.

Train-the-Trainer Tips and Tricks 11 Copyright © 2006 Accenture All Rights Reserved. Adult Learning Styles  Some learn by doing  Some learn by listening  Some learn by watching other perform the task

Train-the-Trainer Tips and Tricks 12 Copyright © 2006 Accenture All Rights Reserved. Identify Learning Characteristics  Thrive on participation and involvement  Like to feel in control of their learning  What’s in it for them  Relevance of learning to their life experience  Appreciate a maximum amount of hands-on learning opportunities  Need the opportunity to apply and try out learning quickly  Need to be involved in evaluating their own progress toward self-chosen goals

Train-the-Trainer Tips and Tricks 13 Copyright © 2006 Accenture All Rights Reserved.  Adult learners must be able to see the practical application of new concepts in order to learn and understand them. Training sessions, which are, mostly, lecture, with little opportunity to apply the concepts, can be frustrating – not to mention boring.

Train-the-Trainer Tips and Tricks 14 Copyright © 2006 Accenture All Rights Reserved. Retention  10% of what they read  20% of what they hear  30% of what they see  50% of what they both hear and use  70% of what they say  90% of what they say and do

Train-the-Trainer Tips and Tricks 15 Copyright © 2006 Accenture All Rights Reserved. How Adults Learn Best  Cooperative learning environment  Physically and psychologically comfortable training environment  Task-based or experiential learning situations  Learning is active

Train-the-Trainer Tips and Tricks 16 Copyright © 2006 Accenture All Rights Reserved. The Challenge  How do we develop and deliver training to such a heterogeneous mix of learning styles and needs?

Train-the-Trainer Tips and Tricks 17 Copyright © 2006 Accenture All Rights Reserved. Training Stages  Explain the idea/concept/information  Demonstrate the idea/concept/information  Work through a procedure together  Work through a procedure independently

Train-the-Trainer Tips and Tricks 18 Copyright © 2006 Accenture All Rights Reserved. Training Techniques  Mini-lecture/Discussion –Format  Identify and present the target/idea/concept/information –Use the two minute rule  Encourage participants to: –Raise issues –Identify applications –Ask questions  Elaborate on participant’s responses, and ask follow up questions

Train-the-Trainer Tips and Tricks 19 Copyright © 2006 Accenture All Rights Reserved. Training Techniques  Demonstration –Meets the “show me” need of the learner  Let the participants know you are about to start a demonstration  Go slowly, and “talk though” each step you make as you use the system. Don’t forget helpful hints long the way  Encourage questions and comments

Train-the-Trainer Tips and Tricks 20 Copyright © 2006 Accenture All Rights Reserved. Training Techniques  Guided exercise –The participant AND you work through a procedure together  Make sure everyone understands what you are about to do before starting  Avoid comments such as: –“This will be easy” –‘This is difficult or confusing”  Primary goal is to make the participants self- sufficient

Train-the-Trainer Tips and Tricks 21 Copyright © 2006 Accenture All Rights Reserved. Training Techniques  Unguided exercise –Start the exercise off by identifying and describing the objective –Walk around the room –Keep in mind your primary goal is to assist then participants in becoming self-sufficient –Review the results of the exercise

Train-the-Trainer Tips and Tricks 22 Copyright © 2006 Accenture All Rights Reserved. Objectives  After completing this session you should be able to: –Define basic adult learning styles  We also covered: –Retention –Training Stages –Training Techniques

Preparations for Go Live Class Preparation

Train-the-Trainer Tips and Tricks 24 Copyright © 2006 Accenture All Rights Reserved. Preparing for a Class  Checklist  Preparing as an Instructor  Know your audience  Know your subject matter –Increases your credibility as an instructor –Establishes you as an expert –Transfers or communications that knowledge to others  Know your course materials

Train-the-Trainer Tips and Tricks 25 Copyright © 2006 Accenture All Rights Reserved. Preparing for a Class  Classroom preparation –Before Class – First Day –After Class – Each Day –Before Class – Subsequent Days (if applicable) –After Class – Last Day

Preparations for Go Live Presentation Techniques

Train-the-Trainer Tips and Tricks 27 Copyright © 2006 Accenture All Rights Reserved. Presenting Yourself  Projecting a positive image –Don’t hind behind tables, workstations, etc. –Smile and mean it –Maintain eye contact with group –Give the group a task to perform right away –Take possession of your space –Create camaraderie with the group  Relate any experiences

Train-the-Trainer Tips and Tricks 28 Copyright © 2006 Accenture All Rights Reserved. Presenting Yourself  Voice –Speak firmly but never in a condescending tone –Speak facing your audience  Don’t speak to PowerPoint slides –Practice pronouncing difficult words or phrases

Train-the-Trainer Tips and Tricks 29 Copyright © 2006 Accenture All Rights Reserved. Presenting Yourself  Body language –Keep an open posture –Maintain appropriate eye contact –Avoid distracting mannerisms –Avoid using controlling gesture (pointing, etc.)  Use of space  Dress

Train-the-Trainer Tips and Tricks 30 Copyright © 2006 Accenture All Rights Reserved. Instructor Etiquette  What you say –Learn and use the jargon of your audience –Be tolerant, not picky –Call participants by name when addressing them –Never put down any participant –Refrain from potentially volatile discussions –Don’t offer an opinion

Train-the-Trainer Tips and Tricks 31 Copyright © 2006 Accenture All Rights Reserved. Instructor Etiquette  Non-verbal –Do not roll your eyes when asked questions –Do not make any disapproving sounds –Do not walk away when someone is talking to you  Developing relationships

Train-the-Trainer Tips and Tricks 32 Copyright © 2006 Accenture All Rights Reserved. Objectives  After completing this session you should be able to: –List the steps for preparing for a class –Describe successful presentation techniques

Preparations for Go Live Role as a Facilitator

Train-the-Trainer Tips and Tricks 34 Copyright © 2006 Accenture All Rights Reserved. Facilitator Role  You are responsible for “selling” the system  Enthusiasm and excitement  Participants may not like how the system works  You are not solely responsible for participants learning –Participant shares in that responsibility

Train-the-Trainer Tips and Tricks 35 Copyright © 2006 Accenture All Rights Reserved. Facilitator Role  Setting the agenda and keeping tack of time  Maintaining training objectives  Listening  Protecting the rights of all participants  Effectively using various teaching methods and tools  Maintaining interest of the group  Reviewing the material  Handling challenges to your authority

Train-the-Trainer Tips and Tricks 36 Copyright © 2006 Accenture All Rights Reserved. Facilitator Role  Create a positive learning environment –Creating an atmosphere of mutual respect –Demonstrating understanding and appreciation –Encouraging active involvement

Train-the-Trainer Tips and Tricks 37 Copyright © 2006 Accenture All Rights Reserved. Objectives  After completing this session you should be able to: –Define the instructor’s role as a facilitator

Preparations for Go Live Setting Expectations

Train-the-Trainer Tips and Tricks 39 Copyright © 2006 Accenture All Rights Reserved. Starting a Class  Try and greet participants  First half-hour of the session is critical –How they perceive you –What their role is –What they intend to accomplish in the class  Introduction –Probe for issues –Concerns –Expectations

Train-the-Trainer Tips and Tricks 40 Copyright © 2006 Accenture All Rights Reserved. Starting a Class  Housekeeping  Review course objectives  Review agenda  Establish class guidelines –Sticking to the agenda topics –Starting the session on time after breaks –Showing respect to others in the class

Train-the-Trainer Tips and Tricks 41 Copyright © 2006 Accenture All Rights Reserved. Techniques  Flexibility  Encourage participation –Practice exercises –Q&A –Demonstrations –Games –Role plays

Train-the-Trainer Tips and Tricks 42 Copyright © 2006 Accenture All Rights Reserved. Techniques  Using Input Mistakes and System Errors –Use this to your advantage  Student’s question gets answered  Answer is shared with the entire class –Everyone benefits  Key points can be re-emphasized to the whole group  Most effective when the mistake made is a common one

Train-the-Trainer Tips and Tricks 43 Copyright © 2006 Accenture All Rights Reserved. Training Activities  Introductions –Job function/title –Length at the State –Computer/PeopleSoft experience –Objective/expectations for the course  Getting to know you – if appropriate  Role playing –Very effective technique –Not used very often in software training  Perform a function as it relate to their actual job  Games  Effective Q & A

Train-the-Trainer Tips and Tricks 44 Copyright © 2006 Accenture All Rights Reserved. Objectives  After completing this session you should be able to: –List benefits and ways to introduce activities into the classroom

Preparations for Go Live Common Classroom Problems

Train-the-Trainer Tips and Tricks 46 Copyright © 2006 Accenture All Rights Reserved. Classroom Challenges  Varied skill levels  Disruptive individuals  Non-participants  Equipment

Preparations for Go Live References

Train-the-Trainer Tips and Tricks 48 Copyright © 2006 Accenture All Rights Reserved. References      