Transfer of Learning: Trainers

Provide work-related exercises and appropriate job aids

Throughout your course, you should make every effort to help learners draw upon what they already know and connect what they are learning to what they need to do on the job. The design of your course should include activities and exercises to promote the transfer of learning. Here are some ways to facilitate this process during your course:

Design activities that engage learners as participants and tap their existing knowledge and skills.
Include realistic exercises that address the challenges being faced by the learners at their work sites. Consider brainstorming with the participants early in the course to focus on problems at their facilities and then use those problems as the basis for activities throughout the course.
Schedule learning topics in short segments integrated with practice exercises and activities.
Provide frequent opportunities for learners to reflect on what they are learning and plan how they will use their new knowledge and skills on the job. Give them a notebook to use as a learning journal. Periodically ask the learners specific questions to answer in their journals about how they will apply their new knowledge and skills, what challenges they may face and how they will overcome those challenges. Suggest that learners keep track of problems and questions they need to resolve and resources they will need to put new skills into practice. Remind learners to refer to their written reflections as they refine their action plans.
Provide opportunities for learners to support each other by giving each other feedback and discussing how they will use their new knowledge and skills.
Help learners identify or develop job aids they can use to promote the transfer of learning (e.g., a poster describing correct hand washing technique to hang on the wall near the sink). Have learners practice using job aids in situations similar to those on the job.

Give immediate and clear feedback

Most workers have a strong need and desire to know how they are doing on the job. Supervisors and trainers are encouraged to provide immediate, individualized and clear feedback in order to reinforce learners' desired behaviors.

There are numerous opportunities during a course for you to provide feedback to learners:

during presentations and small-group activities when all learners can benefit from the shared feedback
individually during skill practice sessions or while marking knowledge tests
during breaks when you can approach learners or encourage them to approach you
during clinical training when learners are working with clients (though this may be a more challenging opportunity).

Use a variety of techniques to help ensure that feedback is timely and meaningful, including:

verbal feedback, such as positive behavior reinforcement or constructive correction
nonverbal feedback, such as smiling and nodding during presentations.

Help learners develop realistic action plans

Supervisors and learners are encouraged to capture training expectations by developing preliminary action plans prior to beginning a course. With guidance from trainers, learners develop a more complete action plan during the course. As a trainer, you are in a unique position to help learners decide which skills they need more practice with and how best to structure their practice after the course. If a learner's preliminary plan was not a formal written plan, you can provide an action plan format that will help the learner formalize a plan. See "What is an action plan?" for information about action plans.

Conduct training evaluations

Each training course should have an evaluation component. During a course you may administer several types of evaluations including:

pre-course knowledge and skills assessments to determine whether learners have the prerequisite knowledge and skills
interim knowledge and skills assessments to measure learners' progress
post-course knowledge and skills assessments to determine whether learners have achieved the course objectives and are performing to course standards
course evaluations to give learners an opportunity to provide feedback on how well the course was conducted, whether the course materials were appropriate and how well the course content met their performance needs.

Skills assessments or evaluations are typically based on performing a skill to a standard as detailed in a performance checklist. After training, these checklists can be used on the job in a number of different ways. For example:

learners can use them as a job aid when applying the skill
supervisors can use them to coach learners as they practice a new skill
trainers can use them during follow-up visits to observe and provide feedback to learners.

When used over time, checklists can be helpful in tracking changes in performance from one observation point to the next.

Supervisors — Before Learning

Supervisors — During Learning

Supervisors — After Learning

Trainers — Before Learning

Trainers — During Learning

Trainers — After Learning

Learners — Before Learning

Learners — During Learning

Learners — After Learning

Co-workers and Others — Before Learning

Co-workers and Others — During Learning

Co-workers and Others — After Learning

Supervisors

Trainers

Learners

Co-workers and Others

Matrix Help

The transfer of learning process is an interrelated series of tasks performed by Supervisors, Trainers, Learners, and Co-workers and Others Before, During and After a learning intervention in order to maximize transfer of knowledge and skills and improve job performance.

The Transfer of Learning Matrix outlines the specific tasks performed by each group during each step of the process. Each row of the matrix corresponds to a group involved in the process: Supervisors, Trainers, Learners, and Co-workers and Others. Each column corresponds to a step of the process: Before Learning, During Learning and After Learning.

To zero in on the specific tasks to be performed by one group during a step of the process, click that square of the matrix. Click a group's name to list all of that group's tasks during the transfer of learning process.