Noe8e_PPT_ch03_accessible.pptx

CHAPTER 3

Needs assessment

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

1

Objectives (1)

Discuss the role of organization analysis, person analysis, and task analysis in needs assessment

Identify different methods used in needs assessment and identify the advantages and disadvantages of each method

Discuss the concerns of upper-level and mid-level managers and trainers in needs assessment

Explain how person characteristics, input, output, consequences, and feedback influence performance and learning

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Objectives (2)

Create conditions to ensure that employees are receptive to training

Discuss the steps involved in conducting a task analysis

Analyze task analysis data to determine the tasks in which people need to be trained

Explain competency models and the process used to develop them

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Why is needs assessment important?

Training may be incorrectly used as a solution to a performance problem

Programs may have the wrong content, objectives, or methods

Trainees may be sent to programs for which they do not have the basic skills, prerequisite skills, or confidence to learn

Training will not deliver the expected results

Money will be spent on training programs that are unnecessary

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Who should participate?

It is important that all relevant stakeholders be involved

Different stakeholders bring unique and needed perspectives to the process

Company leaders

Mid-level managers

Trainers

Employees

Subject matter experts (SMEs)

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

How should data be collected?

Various methods may be used to collect information. No one method is necessarily superior to another. There are strengths and limitations of each, and each may be more relevant in some contexts than others.

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

6

OBSERVATION

ADVANTAGES

relevant data

minimizes interruption of work

DISADVANTAGES

requires skill in observation

employee behavior may be affected by observation

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

survey

ADVANTAGES

inexpensive

can collect data from a large number of individuals

data easily summarized

DISADVANTAGES

requires time

potentially low response rates

may lack detail

only provides information directly related to questions asked

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

INTERVIEW

ADVANTAGES

good at uncovering detail

can explore unexpected issues

questions can be modified

DISADVANTAGES

time consuming and difficult to schedule

difficult to analyze

need skilled interviewers

can be threatening to SMEs

SMEs may provide socially desirable information

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Focus groups and crowdsourcing

ADVANTAGES

useful for complex or controversial issues

can explore unexpected issues

reduces risk that training will be rejected by stakeholders

DISADVANTAGES

time consuming to organize

group members may only provide socially desirable responses

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Documentation

ADVANTAGES

good source of information

objective

good source of task information for new jobs and jobs in the process of being created

DISADVANTAGES

may be difficult to understand

potentially obsolete

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Technology

ADVANTAGES

objective

minimizes work interruption

limited human involvement

DISADVANTAGES

may threaten employees

managers may use data to punish versus train

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Historical data review

ADVANTAGES

provides data related to performance and practices

DISADVANTAGES

data may be inaccurate, incomplete, or not fully reflective of performance

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Three levels of analysis

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

14

Organization analysis

There are three factors to examine to determine if training is the appropriate solution

The company’s strategic direction

Social support to ensure that individuals are motivated to attend training, learn, and transfer

Training resources, time, and expertise

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Person analysis

Helps to identify who needs training

Also known as gap analysis, which involves determining what is responsible for the differences between current and expected performance

Involves obtaining a variety of information on person characteristics, inputs, outputs, consequences, and feedback

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Basic skills

Basic skills are those necessary for employees to learn training content and perform successfully on the job

A literacy audit can be used to assess employees’ basic skill levels

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Cognitive ability

Cognitive ability relates to intellectual capacity and general intelligence

Includes verbal comprehension, quantitative ability, and reasoning ability

Assessing cognitive ability is important because it is one of the strongest determinants of training success

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Reading ability

Training material should be evaluated to ensure that its reading level does not exceed that required by the job and trainees’ abilities

If trainees’ reading ability is low:

use other training methods

reassign trainees to different positions

provide remedial training

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Self-efficacy

Self-efficacy relates to trainees’ beliefs that they can master training content and perform on the job

If trainees lack confidence, motivation will suffer

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Enhancing self-efficacy

Let trainees know the goal is to improve performance and not reveal incompetence

Providing information about training prior to the program

Describe the success of peers

Emphasize that learning is under trainees’ control

Emphasize that trainees have the ability to overcome obstacles

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Needs, Career Interests, & Goals

Awareness of training needs, career interests, and goals enhances motivation to learn

The link between training and areas where employees need to improve should be emphasized

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

age

There is biological evidence that certain mental capacities decrease from age twenty to age seventy

However, with age comes experience

Trainers may need to adapt training design and delivery accordingly

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Generational differences

Gen Zs are entrepreneurial and tech-savvy

Millennials are optimistic, embrace technology, and appreciate diversity

Gen Xers need feedback and flexibility and dislike close supervision

Baby Boomers are competitive, hardworking, and concerned with fairness

Traditionalists are patriotic, loyal, and have a great deal of knowledge

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Inputs

Inputs relate to resources employees need to help them learn

Situational constraints include lack of tools, equipment, materials, supplies, budgetary support, and time to perform

Social support refers to manager and peer willingness to provide feedback and reinforcement

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Outputs

Outputs refer to job performance outcomes

Therefore, it is important to assess employee perceptions of performance expectations

Trainees need to understand the level of expected proficiency

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Consequences

Consequences refer to the type of rewards that employees receive for performing well

If employees do not believe rewards are adequate, motivation will suffer

Motivation to learn can be enhanced by communicating the job, personal, and career benefits of learning

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Feedback

Feedback refers to the information that employees receive

Employees need specific and detailed feedback

Feedback also needs to be frequent to influence performance

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Is training the best solution?

Is the performance problem important and potentially costly?

Do employees know how to perform effectively?

Can employees demonstrate the correct knowledge or behavior?

Were performance expectations clear?

Were positive consequences offered for good performance?

Did employees receive appropriate feedback?

Were other solutions too expensive or unrealistic?

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Task analysis

Results in a description of the tasks to be performed and the knowledge, skills and abilities required to perform

A job is a specific work position involving the completion of a defined set of related tasks

A task is a specific work activity that is a component of a job

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

ksaoS

To complete a task, employees must possess the necessary KSAOs

Knowledge includes facts, figures, and procedures

Skill is the competency to perform a task

Ability refers to physical and mental capacities

Other requirements include conditions under which tasks are performed

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Task analysis steps

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

32

COMPETENCY MODELS

A competency model identifies the competencies necessary for a given job

They provide descriptions of competencies that are common for an entire occupation, organization, job family, or specific job

They are useful for variety of HR practices, including recruiting, selection, and training and development

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

WHY ARE COMPETENCY MODELS VALUABLE?

They identify behaviors needed for effective performance

They provide a tool for determining what skills are necessary to meet current and future needs

They help to determine what skills are needed at different career points

They provide a framework for ongoing coaching and feedback

They create a “road map” for developing future managers

They provide a common set of criteria to identify training activities

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Developing a competency model

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

35

Scope of needs assessment (1)

Often managers and trainers may avoid conducting a needs assessment

They may provide a variety of excuses

Without conducting a proper needs assessment, training will not be well targeted

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Scope of needs assessment (2)

A needs assessment in practice would not collect all information presented in the text, but should be tailored to situation at hand

Due to time constraints, sometimes a rapid needs assessment would be appropriate

A rapid needs assessment refers to a needs assessment that is done quickly and accurately without sacrificing the quality

Copyright © McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Appendix of Image Long Descriptions

How should data be collected? Long Description

At the bottom of the slide are different methods for conducting a needs assessment in different boxes (from left to right):

Observation

Survey

Interview

Focus Groups & Crowdsourcing

Documentation

Technology

Historical Data Review

Jump back to HOW SHOULD DATA BE COLLECTED?

39

Task analysis steps Long Description

This slide presents the steps in conducting a task analysis with an arrow (from left to right):

Select the jobs to be analyzed

Develop a preliminary list of tasks to be analyzed

Validate the list of tasks with SMEs

After the most important tasks have been identified, identify the most important KSAOs

Jump back to TASK ANALYSIS STEPS

Developing a competency model Long Description

This slide presents the steps in developing a competency model with an arrow (from left to right):

Identify business strategy and goals

Identify jobs, positions, or job families

Conduct interviews and focus groups with top performers

Develop competencies and the competency model

Validate and review the model

Jump back to DEVELOPING A COMPETENCY MODEL