{"id":235,"date":"2019-12-24T16:42:25","date_gmt":"2019-12-24T16:42:25","guid":{"rendered":"https:\/\/www.socra.org\/blog\/?p=235"},"modified":"2020-01-30T18:48:08","modified_gmt":"2020-01-30T18:48:08","slug":"effective-training-delivery-and-evaluation-professional-approaches-and-tools","status":"publish","type":"post","link":"https:\/\/www.socra.org\/blog\/effective-training-delivery-and-evaluation-professional-approaches-and-tools\/","title":{"rendered":"Effective Training Delivery and Evaluation: Professional Approaches and Tools"},"content":{"rendered":"\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"683\" src=\"https:\/\/www.socra.org\/blog\/wp-content\/uploads\/2019\/12\/iStock-1163463019-1024x683.jpg\" alt=\"Group of clinical research professionals\" class=\"wp-image-236\" srcset=\"https:\/\/www.socra.org\/blog\/wp-content\/uploads\/2019\/12\/iStock-1163463019-1024x683.jpg 1024w, https:\/\/www.socra.org\/blog\/wp-content\/uploads\/2019\/12\/iStock-1163463019-300x200.jpg 300w, https:\/\/www.socra.org\/blog\/wp-content\/uploads\/2019\/12\/iStock-1163463019-768x513.jpg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h4 style=\"text-align:center\">Anatoly Gorkun, MD, PhD, Assoc CIPD<br>Senior Manager <br>Scientific and Compliance Training, MedImmune  <\/h4>\n\n\n\n<p><strong>Abstract:<\/strong><em> Different professional training techniques can be used to achieve\ntraining goals. This article describes how to deliver efficient training\nsessions that benefit learners, evaluate training sessions, and use the evaluation\nresults to make necessary improvements. Topics covered include learning styles,\nplanning the training, different training styles, monitoring learning progress\nand adjusting the training, and bringing the training session to a close. Examples\nof training evaluation tools and their role in continual improvement of\ntraining for clinical research professionals are highlighted. <\/em><\/p>\n\n\n\n<!--more-->\n\n\n\n<p>Despite the increase in the use of eLearning, distance learning,\nand self-learning, face-to-face training remains the most popular method of delivering\ntraining. Quality training requires the right content to achieve the training\nobjectives and efficient delivery of the content by a knowledgeable and\nexperienced trainer.<\/p>\n\n\n\n<h2><strong>Learning Styles<\/strong><\/h2>\n\n\n\n<p>There are three basic learning styles; visual, auditory,\nand kinesthetic (Table 1). Some people prefer visual learning, while other\npeople prefer listening or learning-by-doing activities. Each person has his\/her\npreferable learning style or combination of those. So, when we train a group of\npeople, there definitely will be a mix of different learning styles. Thus, when\nplanning and delivering the training session, we have to consider how to accommodate\nall of the learning styles.<\/p>\n\n\n\n<h2><strong>Planning Training\nSessions<\/strong><\/h2>\n\n\n\n<p>A successful training session should be properly planned\nbefore the training can be scheduled. In determining how to deliver a training\nsession, the first thing to consider is the objectives of the training.\nSufficient time should be allowed to develop the training materials.<\/p>\n\n\n\n<p>Once the training objectives have been identified, the\ntrainer should determine how they are going to be achieved. Considerations\ninclude training content and the level of complexity. The training session may,\nfor example, cover fundamentals or be at an advanced level. The methods to be\nused, the training style, and the training duration should also be considered. The\ntrainer decides which training materials and handouts are going to be used as\nwell as the training evaluation collection form.<\/p>\n\n\n\n<p>The training session starts with opening activities and includes\nactual information, learning activities such as small group tasks, role games, quizzes,\netc. The session also has closing activities with training evaluation at the\nend. Table 2 outlines a sample training session plan.<\/p>\n\n\n\n<h2><strong>Pre-Training\nCommunications<\/strong><\/h2>\n\n\n\n<p>The purpose ofpre-training\ncommunication is toovercome\npossible barriers to training and create the proper environment for the\ntraining. Achieving the proper environment requires promoting the learning,\ninstructions for signing up for the training, and possibly, some pre-course\nwork. Promoting the learning by explaining \u201cwhat\u2019s in it for me\u201d is very\nimportant. The instructions for signing up for the training should describe the\ndetails of the training program, including how to register, and ask the\naudience to complete the pre-training session questionnaire. The pre-training\nsession questionnaire provides the trainer with the information about the\nexperience level of the learners with the training topic, enabling the trainer\nto customize the training to their experience and needs.<\/p>\n\n\n\n<p>Why is considering the audience important? The following\nis a real life example. Once, a subject matter expert was delivering a scientific\ntraining course. The trainer was knowledgeable about the subject and provided good\ntraining materials and hand-outs. However, the trainer had not collected any\ninformation about the audience as a part of the pre-course preparation. As a\nresult, the delivered training appeared to be too basic for that particular audience\nand didn\u2019t receive positive feedback. <\/p>\n\n\n\n<p>The trainer should consider the physical environment,\nwhich may affect the training. The room must be accessible and safe. The\nlighting and the temperature should be appropriate. The best layout of the room\n\u2014 either theater style, classroom style, boardroom style, or cabaret style \u2014 should\nbe considered. Certain layouts are best for certain types of training. For\nexample, theater style is best for lectures, and classroom style is best for\ntraining with activities. For training with a great deal of discussion, cabaret\nstyle may be best.<\/p>\n\n\n\n<p>The trainer should pay attention to body language, use\nof space, eye contact, voice, and habits. For example, the trainer\u2019s voice must\nbe loud enough to clearly be heard but not too loud. The trainer should remain\nconfident in front of the audience. Once, a trainer was sitting behind the computer\u2019s\nmonitor while talking, and the audience could barely see the trainer, who did\nnot make eye contact. All of this displayed a lack of confidence, which was\nreflected by learners in the session\u2019s feedback form.<\/p>\n\n\n\n<h2><strong>Beginning a\nTraining Session <\/strong><\/h2>\n\n\n\n<p>The training session begins with arrivals and welcome. When\nthe learners come into the training environment, the trainer should try to greet\neach person individually, if possible. The training session should start on\ntime. The introduction covers rules for the training session such as health and\nsafety requirements and not using mobile phones, as well as arrangements such\nas refreshments (Table 3). The trainer must cover the goal and overall\nstructure of the training session, including the planned learning outcome and\ntiming. <\/p>\n\n\n\n<p>Making introductions is an important part of the training\nsession. This includes ice-breakers, which are very useful in breaking down\npeople\u2019s reserve and help the learners get to know each other. The ice-breaker\ncan be a simple, interesting story related to the training, a small group\nintroduction, or individual introductions.<\/p>\n\n\n\n<h2><strong>Training Styles<\/strong><\/h2>\n\n\n\n<p>There are different training styles: lecturer\/presenter,\ntrainer, or facilitator. Lecturer style is good in many cases; however, it provides\none-way learning, being a passive way that does not enhance practical skills. Facilitator\nand trainer styles ensure two-way active learning. The facilitator style enables\nself-learning and is best for training where the learners already have some\nknowledge of the training topic. Trainer style is best for developing knowledge\nand skills. <\/p>\n\n\n\n<p>Table 4 provides an overview\nof different training techniques. Winston Churchill is reported to have said\nthat his technique for speech making (like a presentation) was the following: <\/p>\n\n\n\n<ul><li>Tell them what you are going to tell them.<\/li><li>Tell them.<\/li><li>Tell them what you have told them. <\/li><\/ul>\n\n\n\n<p>This is a simple but effective technique. Telling the\naudience what the presentation will cover is the introduction with the\nobjectives, and so forth. After delivering the presentation, telling the\naudience what the presentation covered is to recap the objectives.<\/p>\n\n\n\n<p>The 4 MAT Model by Bernice McCarthy is focused around\nfour questions: \u201cWhy?,\u201d \u201cWhat?,\u201d \u201cHow?,\u201d and \u201cWhat if?\u201d In this model, \u201cwhy\u201d covers\ngiving the learners reasons to listen to the training session. \u201cWhat\u201d provides\nthe right amount of background and description about the training topic. \u201cHow\u201d considers\npractical examples and describes how to apply the topic. \u201cWhat if\u201d covers anticipating\nand answering questions.<\/p>\n\n\n\n<p>The VAK concept is based on auditory, visual, and\nkinesthetic senses. It combines voice, sounds, and words (e.g., a lecture) and\nvisual images (e.g., slides). Kinesthetic refers to activity or emotion.<\/p>\n\n\n\n<p>A demonstration is an essential and useful method. But\nwhat is the best way to demonstrate? You may want to try the following\napproach: in the beginning, the trainers demonstrate the entire process. Then,\nthey break it down into manageable chunks, explaining each portion of the whole\nprocess. This is followed by a repeat step-by-step demonstration. <\/p>\n\n\n\n<p>The trainer usually manages learning activities introducing\ngames, discussions, case studies, and work-based activities. Learners can be\ndivided into small groups to do the learning activities. The trainer provides\ncontent for the activity, clear instructions, along with monitoring the\nprogress of the groups. At the end of the exercise, the small groups report\nback to the whole group and the trainer provides a debriefing about the\nactivity with the right answers. <\/p>\n\n\n\n<p>For visual aids, PowerPoint slides, interactive\nwhiteboards, and flip charts are usually used. PowerPoint slides are easy to\nprepare and can be re-used many times. Web chat may also be used. Interactive\nwhiteboards can be used for multiple purposes: to show video, PowerPoint slides,\nand can be used as a flipchart. However, the trainer should learn how to use\ninteractive whiteboards first. <\/p>\n\n\n\n<h2><strong>Asking questions,\nListening, Monitoring Progress, and Providing Feedback<\/strong><\/h2>\n\n\n\n<p>Asking questions and listening are essential skills for\ntrainers. Asking questions helps the trainer gain or keep the attention of learners.\nQuestions can serve as a signal of moving to the next topic of discussion, but they\nalso help to assess the attendees\u2019 understanding of the training program.\nProbing questions encourage learners to find answers to questions themselves,\nand they enable the trainer to monitor the learning progress. <\/p>\n\n\n\n<p>Listening could be expressed through eye contact and\nnods, reflecting back on what has been said to check understanding, and\nacknowledging or responding to what was said. If a course participant is trying\nto make a point, the trainer has to encourage them.<\/p>\n\n\n\n<p>The learning progress has to be monitored in order to know\nhow well the training is being received by the learners and to make adjustments,\nif necessary, to ensure that the learning objectives are met. The trainer can\nmonitor individuals by asking questions about details to assess understanding\nand by looking at the audience members work. Group review and discussion is\nanother way to assess understanding.<\/p>\n\n\n\n<p>Providing constructive feedback to the learners is\nimportant. The feedback should be delivered in a positive way. The best\napproach to providing feedback is \u201cBOOST:\u201d<\/p>\n\n\n\n<ul><li>Balanced: Strength and development points<\/li><li>Observed: Based on what the trainer observed<\/li><li>Objective: Avoid any bias<\/li><li>Specific: Provide specific examples<\/li><li>Timely: Provide feedback as soon as possible\nafter the event.<\/li><\/ul>\n\n\n\n<h2><strong>Training\nEvaluation<\/strong><\/h2>\n\n\n\n<p>The purpose of evaluating training is to prove, learn, control,\nand improve. There are a few training evaluation methods in the industry. Kirkpatrick\u2019s\nFour-Level Training Evaluation Model is the most frequently used method:<\/p>\n\n\n\n<ul><li>Level 1: Reaction<\/li><li>Level 2: Learning <\/li><li>Level 3: Behavior<\/li><li>Level 4: Results<\/li><\/ul>\n\n\n\n<p>Levels 1 and 2 of Kirkpatrick\u2019s Four-Level Training\nEvaluation Model are covered in this article (Table 5). Level 1 assesses the learners\u2019\nreaction to the training session. This can be done through an online or paper\nquestionnaire or voting devices. Sometimes it can be quite difficult to collect\nlearners\u2019 feedback through online questionnaires; in some cases, the response\nrate can be less than 20%. A paper questionnaire can be a good way to assess\nthe learners\u2019 reaction to the training; however, the trainer should plan the\ncompletion of questionnaire giving the attendees enough time to complete this\ntask at the end of the session, as well as to explain why that\u2019s important to\ncollect the feedback.<\/p>\n\n\n\n<p>A Level 1 questionnaire can ask questions about the session\ncontent, training materials, and how the instructor delivered the training, the\nenvironment, and so forth. For most questions, the learners can be asked to\ncircle an option (e.g., strongly agree, agree, neutral, disagree, and strongly\ndisagree). It would also be useful to ask a few open-ended questions.<\/p>\n\n\n\n<p>A Level 2 questionnaire covers what the class\nparticipants have learned at the training session. This could be done as pre-\nand post-testing, which measures the change in learning from before to after the\ntraining session. Sometimes, however, the learners evaluate their knowledge as\nsubstantial before the training session, and then they find out during the\ntraining session that they really did not know much about the topic. During the\ntraining session, knowledge could be tested through a quiz or exam, or it could\nbe tested through case studies, discussion, and scenario exercises.<\/p>\n\n\n\n<h2><strong>Ending a Training\nSession<\/strong><\/h2>\n\n\n\n<p>The training session is brought to a close with a review\nof the objectives of the session. If the trainer used a flip chart in the\nbeginning of the session to outline the course objectives or attendees\u2019\nexpectations from the training session, they need to be reviewed. Then, the\ntrainer asks if the audience had any questions and answers their questions.\nFinally, the trainer asks the audience to complete the training evaluation, remembering\nto explain the importance of collecting the feedback.<\/p>\n\n\n\n<h2><strong>Conclusion<\/strong><\/h2>\n\n\n\n<p>While planning,\ndeveloping, and delivering training sessions, we keep in mind that the learners\nin the classroom represent different learning styles: visual, auditory,\nand kinesthetic. To fit\neveryone\u2019s learning style, we use a variety of training methods for those who\nprefer learning by listening, or watching, or learning by doing. So, the\nimportant thing is to make sure that we accommodate all the learning\nstyles in our classroom.<\/p>\n\n\n\n<p>Training sessions start well before the actual delivery.\nThe session preparation includes proper planning, considering the audience,\nsession objectives, and the level of complexity that fits the audience\u2019s needs.\nOther things to consider are the training methods to be used, the training\nstyle, and the duration of the training. The trainer decides which handouts are\ngoing to be used as well as the training evaluation form to collect the\nparticipants\u2019 feedback.<\/p>\n\n\n\n<p>Pre-training communications serve toovercome possible barriers to training and create the proper\nenvironment. In order to set up the environment, we promote the learning, providing\nthe instructions on how to sign up for the course. The pre-training session\nquestionnaire provides the trainer with very useful information about their\naudience, including the level of expertise and knowledge on the subject. Such\ninformation allows the trainer to customize the training to the needs of the learners,\nmaking the session the most effective.<\/p>\n\n\n\n<p>During\nthe planning stage, we need to decide which training style will fit the best: a\nlecture, training class, or facilitated session. Selecting the style, we keep\nin mind that the lecture style provides a passive way of learning that\ndoes not enhance practical skills, while facilitator and trainer styles ensure active\nlearning. The facilitator style requires the learners to have some practical or\ntheoretical knowledge of the training topic. <\/p>\n\n\n\n<p>Giving a\ndemonstration of a process assumes the following approach: show the whole\nprocess, break it down into pieces, and repeat how it all works together. <\/p>\n\n\n\n<p>During\nthe training session, it is vitally important to manage learning activities and\nprovide feedback to learners. <\/p>\n\n\n\n<p>Training\nevaluations are able to tell us how well the training is received and if any improvements\nare required. <\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2 style=\"text-align:center\">TABLE 1<\/h2>\n\n\n\n<h4 style=\"text-align:center\">Learning Styles<\/h4>\n\n\n\n<ul><li>Visual:<ul><li>Uses visual objects<\/li><\/ul><ul><li>Can read body language<\/li><\/ul><\/li><li>Auditory: <ul><li>Retains information through hearing and speaking<\/li><\/ul><ul><li>Prefers to be told how to do things<\/li><\/ul><\/li><li>Kinesthetic:<ul><li>Likes to use a practical approach to learning<\/li><\/ul><ul><li>Prefers to demonstrate how to do it<\/li><\/ul><\/li><\/ul>\n\n\n\n<h2 style=\"text-align:center\">TABLE 2<\/h2>\n\n\n\n<h4 style=\"text-align:center\">Sample Training Session Plan <\/h4>\n\n\n\n<ul><li>Objective: <ul><li>To improve understanding of asthma as a disease by delivering an ILT session to clinical project managers with regards to its epidemiology, pathophysiology, diagnosis, and treatment in order to be able to develop protocol inclusion and exclusion criteria and to answer quiz questions <\/li><\/ul><\/li><li>Pre-training activities:<ul><li>Preparation of questionnaires and handouts<\/li><\/ul><\/li><li>Training activities (approximately 2 hours):<ul><li>Introduction of the trainer, icebreaker, agenda, and ground rules <\/li><li>Clarify attendees\u2019 expectations and write them down on a flipchart <\/li><li>Explain training objectives: <ul><li>5 minutes<\/li><\/ul><\/li><li>Pre-training assessment activity:<ul><li>5 minutes<\/li><\/ul><\/li><li>Presentation Part 1<\/li><li>Video<\/li><li>Discussion<\/li><li>Presentation Part 2:<ul><li>40 minutes<\/li><\/ul><\/li><li>Individual assessment activity: <ul><li>10 minutes<\/li><\/ul><\/li><li>Review and discussion: <ul><li>10 minutes<\/li><\/ul><\/li><li>Small group assessment activity:<ul><li>15 minutes<\/li><\/ul><\/li><li>Review and discussion: <ul><li>10 minutes<\/li><\/ul><\/li><li>Summary<\/li><li>Q&amp;A:<ul><li>About 10 minutes<\/li><\/ul><\/li><li>Recap objectives:<ul><li>5 minutes<\/li><\/ul><\/li><li>Review attendees expectations:<ul><li>5 minutes<\/li><\/ul><\/li><li>Answer any last questions:<ul><li>5 minutes<\/li><\/ul><\/li><li>Post-training questionnaire administration:<ul><li>5 minutes<\/li><\/ul><\/li><li>Positive conclusion and further learning resources:<ul><li>2-3 minutes<\/li><\/ul><\/li><\/ul><\/li><li>Post-training activities:<ul><li>Post-training questionnaire evaluation Level 1<\/li><li>Recommendations to tailor\/improve the training session <\/li><\/ul><\/li><\/ul>\n\n\n\n<h2 style=\"text-align:center\">TABLE 3<\/h2>\n\n\n\n<h4 style=\"text-align:center\">Training Session Introduction <\/h4>\n\n\n\n<ul><li>Health and safety requirements <\/li><li>Arrangements (e.g., refreshments)<\/li><li>Goal of the training session <\/li><li>Planned learning outcome <\/li><li>Timing<\/li><li>Overall structure of the training session <\/li><li>Ground rules (e.g., not using cell phones)<\/li><li>Introducing the learners <\/li><li><\/li><\/ul>\n\n\n\n<h2 style=\"text-align:center\">TABLE 4<\/h2>\n\n\n\n<h4 style=\"text-align:center\">Overview of Training Techniques<\/h4>\n\n\n\n<ul><li>Winston Churchill\u2019s speech technique:<\/li><\/ul>\n\n\n\n<ul><li>Tell them what you are going to tell them<\/li><li>Tell them<\/li><li>Tell them what you have told them <\/li><li>4 MAT Model(Bernice McCarthy): <ul><li>Why?: Give the audience reasons to listen<\/li><li>&nbsp;What?: Provide the right amount of background and description about the subject<\/li><li>&nbsp;How?: Give practical examples and describe how the subject can be applied<\/li><li>&nbsp;What if?: Anticipate and answer questions <\/li><\/ul><\/li><li>&nbsp;VAK concept:<ul><li>Auditory sense: Through voice, sounds, and words<\/li><li>Visual sense: Through visual images<\/li><li>Kinesthetic sense: Though activity or emotion<\/li><\/ul><\/li><li>&nbsp;Demonstration:<ul><li>Demonstrate the whole process first<\/li><li>Break down the process into manageable chunks<\/li><li>Repeat the process in a step-by-step demonstration <\/li><\/ul><\/li><li>&nbsp;Learning activities (games, discussions, case studies, and work-based activities):<ul><li>Divide into smaller groups<\/li><li>Provide content for the activity<\/li><li>Give clear instructions<\/li><li>Monitor the progress with the groups<\/li><li>Ask groups to report back and share the output<\/li><li>Debrief the activity with the \u201cofficial\u201d answers<\/li><li>Conclude the activity<\/li><\/ul><\/li><li>Visual aids:<ul><li>PowerPoint slides<\/li><li>Interactive white board<\/li><li>Flip charts<\/li><\/ul><\/li><\/ul>\n\n\n\n<h2 style=\"text-align:center\">TABLE 5<\/h2>\n\n\n\n<h4 style=\"text-align:center\">Level 1 and 2 of Kirkpatrick&#8217;s Training Evaluation\nModel <\/h4>\n\n\n\n<ul><li>Level 1: Reaction:<ul><li>At\nthe end of the class <\/li><\/ul><ul><li>Immediate\nfeedback; however, not enough information to evaluate the effectiveness of\ntraining activities <\/li><\/ul><ul><li>Assignments:\n<ul><li>Online\nquestionnaire (surveymonkey.com, etc.)<\/li><\/ul><ul><li>Paper\nquestionnaire form<\/li><\/ul><ul><li>Voting\ndevices<\/li><\/ul><\/li><\/ul><\/li><li>Level 2: Learning:<ul><li>Pre-\nand post-testing <\/li><\/ul><ul><li>Test\nfor knowledge:<ul><li>Quiz<\/li><\/ul><ul><li>Exam&nbsp; <\/li><\/ul><ul><li>Case\nstudies, discussion, and scenario exercises<\/li><\/ul><\/li><\/ul><\/li><\/ul>\n\n\n\n<p><br><\/p>\n\n\n\n<p><br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Anatoly Gorkun, MD, PhD, Assoc CIPDSenior Manager Scientific and Compliance Training, MedImmune Abstract: Different professional training techniques can be used to achieve training goals. This article describes how to deliver efficient training sessions that benefit learners, evaluate training sessions, and use the evaluation results to make necessary improvements. Topics covered include learning styles, planning the &hellip; <\/p>\n<p><a href=\"https:\/\/www.socra.org\/blog\/effective-training-delivery-and-evaluation-professional-approaches-and-tools\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Effective Training Delivery and Evaluation: Professional Approaches and Tools<\/span> &rarr;<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"categories":[44],"tags":[60],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v15.6.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Effective Training Delivery &amp; Evaluation: Professional Approaches &amp; Tools<\/title>\n<meta name=\"description\" content=\"This article describes how to deliver efficient training sessions that benefit learners, evaluate training sessions, and use the evaluation results to make necessary improvements.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.socra.org\/blog\/effective-training-delivery-and-evaluation-professional-approaches-and-tools\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Effective Training Delivery &amp; 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