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Episode

33: How to Use Strategy and Evaluation in Training, with Bonni Stachowiak

Coaching for Leaders
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Bonni Stachowiak: Teaching in Higher Ed

Bonni Stachowiak is the host of the Teaching in Higher Ed podcast, a professor of business and management at Vanguard University, and my life partner. Prior to her academic career, Bonni was a human resources consultant and executive officer for a publicly traded company. She joins me monthly to respond to listener questions.

Be sure to align with the organization's mission, vision, and goals:

  • Requires that you have at least a basic understanding of strategy (long-term planning).
  • There are many approaches to strategy.
  • A good person to know about in the area of creating competitive advantage is Michael Porter.

Steps to needs analysis:

  • Determine the problem(s) by finding a key business lever that will make a big impact on the organization if it gets fixed/improved. People pay more attention to fixing problems than they do to making improvements.
  • Affirm that the problem really is the problem (work with stakeholders to see if there is consensus on the key problem(s); engage at all levels of the organization, as there can often be a disconnect between senior management and the line staff who typically engage directly with customers).
  • Develop solutions – training is not always the solution, though people tend to go to it as an “easier” way of addressing deeply rooted cultural issues.

Two broad types of evaluation:

  • Formative: satisfaction with the training itself. It is the most common form of evaluation conducted since it is the easiest and least expensive way to assess.
  • Summative: extent to which real change has occurred. This is the least common form of evaluation conducted because it is hardest and most expensive – but most important for determining whether ROI has occurred (Jack Phillips is a good person to read on the subject of training ROI).

Kirkpatrick's Four Levels of Evaluation (Kirkpatrick is considered the “father” of training evaluation):

  1. Reaction: people's reaction to the training; did they like it or not?
  2. Learning: what knowledge was gained as a result of the training; what did people learn?
  3. Behavior: the extent to which behavior was changed as a result of the training; what's different now?
  4. Results: real and lasting change that occurred as a result of the training; what results have been achieved?

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Coaching for Leaders Podcast

This Monday show helps you discover leadership wisdom through insightful conversations. Independently produced weekly since 2011, Dave Stachowiak brings perspective from a thriving, global leadership academy of managers, executives, and business owners, plus more than 15 years of leadership at Dale Carnegie.

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