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CoreNet Global Learning Standards Learning Strategies, Principles and Approaches for Classroom Programs
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Table of Contents
Introduction .......................................................................................... 5
Purpose of this Guide ................................................................................................... 5
The Learner’s Perspective ............................................................................................. 5
The CoreNet Global Commitment .................................................................................... 6
CoreNet Global’s Overall Process Model: A4DE ................................................................... 8
Faculty/Subject Matter Experts (SMEs) .............................................................................. 9
Role and Expectations ................................................................................................................................. 9
Positive Project Team Relationships .......................................................................................................... 10
The Course Design/Revision Process ........................................................................................................ 11
Design & Development ........................................................................... 14
Definition of Instructional Design.................................................................................... 14
How and Why Adults Learn: Learning Principles ................................................................. 15
Developing Program and Learner Objectives ...................................................................... 17
Using Bloom’s Taxonomy: Levels of Cognition .................................................................... 17
Selecting a Delivery Methodology ................................................................................... 19
Classroom Course Design ................................................................................................ 20
Graphics Considerations .............................................................................................. 22
Organizational Review Process ...................................................................................... 23
Review Checklist ....................................................................................................... 23
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Delivery Best Practices .......................................................................... 25
In the Classroom ....................................................................................................... 25
Ensuring Transfer of Learning ....................................................................................... 26
Evaluation .......................................................................................... 26
Plan to Evaluate Results .............................................................................................. 26
Kirkpatrick’s Model of Evaluation ................................................................................... 26
The CoreNet Global Evaluation Process............................................................................ 29
Using Summative Evaluation for Program Improvement ........................................................ 29
Course Documentation ........................................................................... 30
CoreNet Global Classroom Documentation ........................................................................ 31
Appendix: ........................................................................................... 32
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Introduction
Purpose of this Guide
In support of CoreNet Global’s commitment to help its members connect, grow, learn and belong, we initiated
this project to research, benchmark and document the best practices in adult learning and
corporate/professional educational programs today. Using these best practices as our foundation, we have
committed to design and develop top quality, highly effective programs and seminars.
For additional information or questions, please contact Amy Dreher at [email protected].
The Learner’s Perspective
As a result of participation in CoreNet Global learning and professional development programs, every learner
should have a similar experience that can be described as:
• Delivering a consistent user experience
across all CoreNet Global learning with
regard to look and feel, navigation, and
learner expectations for usability
• Providing an integrated sensory
experience that is visually and
intellectually engaging while actively
involving the learner in the learning
process
• Ensuring a maximum efficient learning
opportunity based on analysis of need, objectives, and well- designed materials and activities
• Including ready availability of focused, need to know content
• Providing access to direct, factually accurate, and grammatically correct information
• Delivering content in chunks, organized and cataloged for logical presentation and quick reference
• Integrating globally and culturally diverse graphics, case studies and scenarios, respectful of
local customs.
• Identifying solutions to work place problems that are built on the applicability or relationship of
new information to existing knowledge
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The CoreNet Global Commitment
In order to successfully achieve the CoreNet Global Learner’s Experience, the design of learning must
consistently include the following practices and principles:
• Intentional focus on solving problems and establishing the context for learning
• Effective use of design components that include learner choice and social interaction
• Intentional use of Instructional Science to order and
present information in a way that effectively and
efficiently facilitates learning
• Transparent use of leading edge Instructional Design
principles
• Projects initiated from a learner focused design
perspective
• Provision of searchable content, whenever possible
• Use of design templates for consistency and structure
• Use of active voice for audio and text
• Jargon free content
• Question anticipation and answer provision to meet learner needs
• Content based on functional, well designed learning objectives suited to the delivery method
• Focus on small chunks or modules of information to expedite learning and respect learners time
• Intentional design of frequent interactive and engaging experiences
• Commitment to content clarity and top quality for graphics and text
• Inclusion of opportunity for application, practice, and review of knowledge that is proportionate to the
length of the course
• Content designed specifically for classroom delivery
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• Provision of a blended learning approach to address multiple learning modalities and preferences
whenever possible
• Commitment that all graphics are
• Visually relevant and appealing
• Royalty free globally
• Culturally diverse
• People oriented photos (not Clip Art)
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CoreNet Global’s Overall Process Model: A4DE
CoreNet Global’s process for the design of learning is outlined below. To the traditional ADDIE Model we
have added the Discovery Stage for completing comprehensive content research and replaced the
Implementation Stage with a more complex Delivery Stage encompassing everything associated with the
launch of the learning.
• The Analysis stage is both the beginning and ending of the process. Analysis begins with determining the need for a training component and aligning the proposed learning to existing curriculum paths.
• The Discovery stage encompasses best practices for researching course content information and documenting requirements via a scope document.
• The Design stage addresses all aspects of sound instructional design principles and practices related to all types of course delivery methods.
• The Development stage or “creation” is where the developer uses a tool (or tools) to build the course. A variety of development tools are available for use across the training industry.
• The Delivery stage is complex and consists of many tasks including a quality review, posting to CoreNet Global’s learning management platform, marketing courses, and delivering too!
• Finally, the Evaluation stage conducts programmatic and learning evaluation to determine the success of the earning outcome in meeting the business goals and learning objectives.
Traditional
ADDIE
Model
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CoreNet Global’s learning organization relies heavily on capturing knowledge and skills volunteered by our
faculty and subject matter experts (SMEs). From the start through the finish of the learning process, SMEs
are involved.
Faculty/Subject Matter Experts (SMEs)
When designing course materials, our
faculty/subject matter experts are a critical resource
integrated throughout the design and development
process. SMEs help to ensure accurate, timely
content.
Role and Expectations
Faculty/SMEs have a critical role in the design and
delivery of training content. The basic role and
expectations are as follows:
• Provide content as requested
• Check content for accuracy once it is produced
• Participate in review meetings
• Upon final review, sign off on course materials
• Complete and follow through on assignments in a timely manner.
• Represent a wide diversity of roles, cultures and regions across the globe
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Positive Project Team Relationships
Having a positive and productive working relationship with all members of the course design/revision team
is an important component to a good outcome in developing training. It’s important to develop a sense of
rapport and trust among design/revision team members. The following suggestions can assist in building
and maintaining that relationship.
1. Get on the “same page”.
o Make sure to have clear expectations and orientation to the process.
o Show a sample of a similar project in order to help team members understand what to
expect from this project.
o Provide an overview of the complexity of the final deliverable, the team effort necessary,
and especially, the importance of expert input.
2. Communicate, communicate, and communicate!
o Inform the course review team of the goals of the project and the amount of time it will
take to meet them. .
o Provide minutes to the course review team members after meetings
3. Respect team member’s time, as well as expertise.
o Whenever possible, let team members react to content.
o Come prepared with questions that encourage team members to participate.
o Honor the expert throughout the development process.
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The Course Design/Revision Process
Process Step Description Expectations of Faculty/SME
STEP 1
Initiating the
Project
The CoreNet Global learning team
identifies appropriate faculty/SMEs for the
project. The team prepares a project
document and sends it to the faculty/SME
to initiate the project. This document
ensures the team members understand
exactly what to expect during the course
of the project. This document also
outlines the exact deliverables and
timelines for milestone activities
associated with the project.
Read project document, commit to
participation, sign and return by the
deadline.
Time commitment: approximately 30
minutes
STEP 2
Collection of
Research and
Existing
Materials
The CoreNet Global learning team
collects all currently available research
and documentation and existing course
materials from all faculty/SMEs. This is
compiled for review by project team
members in preparation for the project
team face to face meeting
Digitize and send all related
documentation to CoreNet Global’s
learning team, including, but not
limited to, all existing course
materials, case studies, regional
contextualization resources, all
faculty added supplements, reports,
PowerPoint presentations, white
papers, emails, and other resources.
Time commitment: approximately 60
– 90 minutes
Step 3
Pre Meeting
Preparation
The CoreNet Global learning team will
provide the logistical information
regarding the project meeting, including
location, dates, times, and expense
allowances. The compiled
documentation will be provided to all
team members at least two-four weeks in
advance of the meeting for review,
annotation, and personal preparation by
each team member.
Review and evaluate compiled
information and prepare
contributions for team meeting.
Time Commitment: 1-5 hours
depending on the amount of
information to be reviewed and the
SMEs amount and complexity of
feedback.
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STEP 4
Course
Design/Revision
Meeting
This facilitated meeting will follow a
specific format to explore the
design/revision of the course. The
outline, objectives, and main concepts
are explored and edited as appropriate in
detail. The CoreNet Global learning team
may bring a recorder to this meeting in
order to capture information about the
topic to refer to later.
Provide input to the project team
during the facilitated team meeting.
Time commitment: approximately
1.5 days
STEP 5
Organizational
Representative
Review
Following the compilation of the
information from the Course
Design/Review Meeting, volunteers from
the organizations membership, as
selected by a committee of board
members, will conduct a review of the
proposed content and provide feedback
Provide feedback regarding the
learning objectives, course content,
contextualized supplements, and
assessment documentation.
Time Commitment: approximately 6-
8 hours
STEP 6
Preparing the
Project
Deliverables
The CoreNet Global learning team
ensures that the information is compiled
using appropriate adult learning
principles and practices. The draft
deliverables for this project are
completed according to the learning
standards. During this time, the CoreNet
Global learning team may contact the
subject matter expert to ask questions,
seek clarification, and request additional
information.
Submit feedback to CoreNet Global
learning team for additional
information or clarifications as
requested
Time Commitment: up to 1 hour
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STEP 7
Final Review
Once the draft is complete, the CoreNet
Global learning team forwards it to the
organizational representatives and
faculty/SMEs for their final review. The
course content should be stable and
require minimal updates at this stage. The
faculty/SMEs are notified that the course is
available for SME review. Each course
design/revision team member and
faculty/subject matter expert reviews the
course checking for content accuracy.
Using feedback from the project team, the
CoreNet Global learning team ensures the
deliverables are revised and final
documents produced.
Review the course checking for
content accuracy. Time commitment:
approximately 30-60 minutes.
Notify the CoreNet Global learning
team immediately if there are any
substantial changes to the content
due to other influences not known
to the team at the time of the
project meeting
Step 8
Launching the
New Content
All new course documents are made
available to the faculty assigned to the
course. The new documents will be
implemented by the faculty for their next
assigned delivery of the course.
Review final documents, become
acquainted with course in the new
format and be prepared to deliver
using the new content for the next
assigned seminar. This could take
anywhere from 2 hours to 10 hours
depending on the faculty members
familiarity with the content and the
extent of the changes to an existing
course
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Design & Development
Definition of Instructional Design
Instructional design is a systematic process of creating engaging, interactive, and motivational learning
activities using learning and instructional theory to enhance on-the-job performance. Effective instructional
design helps the learner to learn and has a direct impact on performance.
The process includes analysis of learning needs and goals, the development of a delivery system to meet
those needs, and design of instructional materials and activities.
When designing training:
• Write solid objectives
• Set the expectations
• Paint the “big picture”
• Link content to existing knowledge
• Use more visuals, less text
• Allow for comprehension and practice
• Assess using the objectives
CoreNet Global is committed to a learner-centered instructional model that assumes an adult's
knowledge is a function of their prior experiences, mental structures and beliefs used to interpret
the world around them and that they master new learning through practice.
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How and Why Adults Learn: Learning Principles
Research has determined the following about adult learners:
Adults learn best when they are seeking resolution to a problem or are ready to accept information.
o Adults look for learning based on a need to know.
Need to see the relevance of the training to their own life experiences.
o Development of new knowledge is easier when presented within the context of information
that is already familiar to adults.
o This means providing a clear understanding about "what's in it for me" and showing the
applicability or relationship of the new information to existing knowledge.
Learn best when they have a measure of control over their own learning experience
Like to apply their own experience and knowledge to the learning
Are actively involved in the learning process
o Research supports the principle that adults learn best when they are actively
involved in the process.
o Presentations, meetings and lectures are the least opportune methods for delivering
training because their role is passive.
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o The more actively the learner is applying or practicing the new knowledge, the more
likely long term transfer of knowledge.
Benefit from task- or experience-oriented learning situations
Learn best in cooperative environments that encourage risk taking and experimentation
Adults learners process information in one of two ways
o Deductively- from the general to the specific
o Inductively-from the specific to the general
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Developing Program and Learner Objectives
Program objectives document the overall purpose of the learning. What is the expected outcome regarding
of the program?
Learner objectives are important to stay focused on what you want the learners to be able to remember
and DO after the training. Learner objectives support the larger program objectives by ensuring the learners
are prepared to fulfill the expected outcome of the program.
Objectives include verbs that are readily measured, such as –
• To match
• To define
• To analyze
• To calculate
Objective statements should NOT contain the following verbs (because these subjective verbs cannot
be measured or evaluated):
• Understand the
• Comprehend the
• Learn the
Following is a list of the levels of cognition associated with Bloom’s Taxonomy. Each one has a sampling of
the types of verbs that would be used in learning objectives being written for that level of learning.
Using Bloom’s Taxonomy: Levels of Cognition
1. Knowledge: arrange, define, duplicate, label, list, memorize, name, order, recognize, relate, recall,
repeat, reproduce, and state.
2. Comprehension: classify, describe, discuss, explain, express, identify, indicate, locate, recognize,
report, restate, review, select, translate,
3. Application: apply, choose, demonstrate, dramatize, employ, illustrate, interpret, operate, practice,
schedule, sketch, solve, use, write.
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4. Analysis: analyze, appraise, calculate, categorize, compare, contrast, criticize, differentiate,
discriminate, distinguish, examine, experiment, question, and test.
5. Synthesis: arrange, assemble, collect, compose, construct, create, design, develop, formulate,
manage, organize, plan, prepare, propose, set up, and write.
6. Evaluation: appraise, argue, assess, attach, choose compare, defend estimate, judge, predict, rate,
core, select, support, value, evaluate.
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Selecting a Delivery Methodology
Before selecting a method of delivery, it is critical to define each learning objective. Course developers
sometimes make the mistake of selecting the learning delivery and then forcing the content to fit.
Different levels of Bloom’s Taxonomy are more appropriate to
different delivery methods. Understanding the complexity of the
learning objectives and their associated Bloom’s level allows course
developers to select the right delivery methodology to enhance and
maximize the learning experience, and frequently take advantage of
multiple delivery methods.
Today’s savvy instructional designers know that one size does not
fit all and are more frequently opting for opportunities to develop
blended learning programs. This allows the learner to address some content in a self-paced, eLearning
method as is appropriate to the learning objectives for the course. Other content may be experienced
through social learning experiences and online collaborations, and finally, the content associated with some
course objectives is most effectively delivered in a face to face classroom environment.
Method of Delivery Number of
Learners
Type of Content Bloom’s Level
of Objectives
Mobile delivery to
Smart Phone
technology
Unlimited* Review, quick tips, summary of steps, flash
cards, etc. Content needed in the field,
away from the office PC, on the Client site,
etc.
Knowledge
Video (including Live
Meeting Recorded
Sessions)
Unlimited* Distribution of information only, no
opportunities for practice Content is rapidly
changing, information has to be distributed
quickly
Knowledge
Online eLearning
(online eLearning
created in Articulate,
Tool Book,
Captivate, or other
tools)
Unlimited* Business knowledge, introductory
concepts, software applications, scenario-
based decisions, promotes interactive
learning with the content Stable content,
updates are infrequent
Knowledge
Comprehension
Application
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Virtual classroom
sessions (60 – 90
minutes)
Best
Practice: 5 –
15 per
session**
Collaboration between peers, expertise of
instructor is essential, complex content and
concepts, practice opportunities are
available Excellent solution for limited travel
budgets
Knowledge
Comprehension
Application
Analysis
Classroom courses (1
– 2 days)
Best
Practice: 25-
36 per
session***
Collaboration between peers, expertise of
instructor is essential, complex content and
concepts, practice opportunities are
available
Knowledge
Comprehension
Application
Analysis
Synthesis
Evaluation
Workshops (2 – 4
days)
Best
Practice: 25-
36 per
session
Collaboration between peers, expertise of
instructor is essential, complex content and
concepts, practice opportunities are
available Idea format for delving into more
complex objectives that require synthesis
and evaluation skills
Knowledge
Comprehension
Application
Analysis
Synthesis
Evaluation
**For an ideal learning environment, the recommended class size for a virtual training session is
between 5 – 15 learners per session for no more the 90 minutes per session.
*** For an ideal learning environment, the recommended class size for an in-person classroom
training session is between 25-36 learners per session.
Classroom Course Design
To ensure the consistency of the CoreNet Global user experience, standards have been established for
classroom-delivered content. Research confirms that learners like delivery of content in small “chunks.” As
a result, content should be grouped in a logical manner for presentation and maximum retention.
Exceptional facilitation skills used to guide the interactions of the learners with content should be the focus
of each session, rather than an enormous PowerPoint deck. Use of PowerPoint should serve only as a
roadmap for the facilitator, rather than a comprehensive listing of all content to be addressed.
NOTE: Relevant Graphics, photos that depict a concept and assist the learner to recall that concept,
should be included for each concept in the slides used
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It is important that the facilitator can identify and discuss the learning objective associated with the
PowerPoint pages -- What must the learner be able to DO once this content page is completed? The skilled
facilitator helps the learner connect the learning objectives to the content.
If there is no clear connection to the learning objectives, then the content may be nice to know rather than
need to know. It may add unnecessary complexity to the course or create a distraction for learners.
Clearly identifying when content deviates from the learning objectives will help the learner establish the
priority of the content for learning retention. Nice to know information can add contextual understanding or
provide an opportunity for learners to process essential information, but it should be kept to a minimum to
allow the learner to focus on the course essentials
Key Components that Help to Ensure Instructional Effectiveness
• Goals and objectives are clearly communicated to the learner
• Are learning objectives specific and observable? Give behavior desired and criteria.
• How will the learner remember or use this information? Mnemonic device?
• Active Learning: course uses a high proportion of active, student centered learning activities
• Chunking: content is chunked in small, discrete blocks; sequenced in a clear, logical way
• Are there transitions between concepts?
• Content is sequenced in a logical way
• Clear, and concise direct writing make the content easy to absorb
• Correct punctuation, spelling, no missing words, bulleted lists
punctuated correctly.
• Font size and style is consistent throughout
• Colors for elements: Verify that all the color(s) are the same on all
pages. (e.g. pop-up and text boxes)
• Verify that the format/location of recurring buttons or images are the same
Encouraging Engagement: Practice Activities and Feedback
• Practice Frequency and Quantity: Practice activities are frequent, follow a unit of content and are
adequate to ensure mastery and retention
• Practice Quality: practice activities are dynamic, challenging, and engaging; contain an introductory
statement and clear learner instructions
• Practice Type: Practice activities are designed to maximize similarity to actual job tasks. Case
scenarios, or interactive experiments are used to enhance problem-solving exercises
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• Feedback: is clear and instructive
• ROK: questions/answers support objectives; appropriately test knowledge
Building Motivation
• Inquiry Method: Questions and paradoxes are included to make learners think
• Messages or symbolic rewards are included to encourage/praise hard work
• Examples used relate to learners’ work
• Program Relevance: does program explain its relevance to learners (WIIFM) at the beginning of the
lesson
• A variety of media is included to create/ sustain learner interest, allow learner to interact with the
content
• Lesson and Course summary are present, complete, reinforces concepts taught
Graphics Considerations
No matter the type of learning being designed, relevant graphics should be used in order to assist the
learner with comprehending and recalling the concepts. By definition, a “relevant graphic” is a photograph
depiction of a concept that assists the learner to recall that concept.
The use of clipart is discouraged and is NOT in accordance to CoreNet Global’s learning team approach
regarding the use of graphics. Royalty-free photographs will be used in all course materials
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Organizational Review Process
As select membership volunteer reviewers and the course design/revision team members begin the
review process, the Review Checklist will provide some guidance as to what to look for in the materials.
This checklist can also be used once you have completed your review as a final validation.
Review Checklist
Focus and Purpose:
• From the SME's perspective, what is the purpose of this course?
• From the learner’s perspective, do all of the course elements support the purpose statement above?
• Is the purpose statement clear to the learner?
• Are the benefits from the learner’s perspective provided?
• Are there prerequisites to this course? If so, have they been identified?
Audience:
• From the SME's perspective, do the learning objectives meet the needs of the audience? • Is the depth of content covered in this course appropriate for the intended
audience? • Does the course contain unclear language or concepts that may not be understood?
• Is the use of acronyms avoided? (all terms clearly spelled out)
Research:
• Are all sources of information, charts, graphs, and research sourced and credited?
• Have all copyrights\trademarks been applied per CoreNet Global standards?
Design:
• Are all of the objectives actionable and measurable? For example, the learner will
“describe,” “restate,” “match,” “analyze,” “recall,” etc.
• Are the following verbs avoided (within the objectives)? The learner will “understand,” “learn,”
“know how to” etc.
• Are the review questions directly linked to the objectives of the course? (No trivial questions
are asked.)
• Are the review questions constructed as “multiple choice,” in question format and provide four
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well- written choices? (No true/false, fill-in-the-blank, or all/none of the above.)
• Does the course proceed in a logical and organized way? What would you do differently?
• Is each concept organized around one main objective?
• Is the text on the page pleasing to the eye? (no scrolling) (online eLearning)
• Are there reinforcement activities for each objective built into the course?
• Are the activities appropriate? What suggestions do you have to improve the activities?
• Is each concept clearly explained using the least amount of words
possible?
• Has all non-critical content been removed (need to know vs. nice to know)?
• Is like information grouped together?
• Are ample examples and case studies provided?
• Is the learner provided an opportunity to write down notes, key concepts and important information?
• Is the timing of the course reasonable from the learner’s perspective? (Maximum: 45-
minute eLearning, 90-minute virtual)
• Does the timing for each section\activity seem reasonable? (classroom)
• Is there enough facilitator direction? (classroom and virtual)
• Is there adequate debrief guidance for the facilitator? (classroom and virtual)
• Do the Job Aids and Reference Guides contain the appropriate information?
Development:
• Are relevant, appropriate and royalty-free photographs used on each page, as needed? (No clip art)
• Are there obvious spelling and grammar errors? If so, where?
• Does each activity function as designed?
• Is the navigation clear, easy and functional (if applicable)?
• Is the course engaging and interactive?
• What improvements would you recommend
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Delivery Best Practices
In the Classroom
• Practice - practice the delivery, but don’t memorize it.
• Express your ideas clearly and concisely
• Be available both before and after class to answer questions.
• Create an atmosphere where learners are self-motivated.
• Establish the purpose of the course and obtain buy-in from your learners.
• Start on time, end on time.
• Establish ‘Ground Rules’ at the beginning of the session. Several example ground rules include:
• Be respectful of others
• Encourage participation by all
• Start and end on time
• Encourage learning from one another
• Be patient with learners
• Stay focused
• Be honest
• Have a sense of humor
• Balance confidence with modesty
• Avoid reading the manual or lecturing for long periods of time.
• Ensure the course is interactive, engaging, and energetic.
• Be supportive of learners and their questions.
• Change the stimulus frequently and unexpectedly – intersperse lecture with group
activities, etc.
• Introduce lessons with an attention getting activity
• Arouse learners curiosity
• Use mnemonic devices to improve retention and memory
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Ensuring Transfer of Learning
A critical skill of a classroom facilitator is enabling transfer of learning back to the job. If learners don’t know
how to apply what they learn when they get back to their offices, then the time in the classroom was wasted.
To encourage transfer of learning
Provide a workbook they can take back with them
Include blank pages to write down tips and ideas they want to immediately apply upon their return to
work.
As activities are debriefed, encourage learners to write down how this could apply on the job
Prepare job aids for learners to take with them
Ask learners to write three things they learned and plan to do as soon as they get back to work.
Evaluation
Plan to Evaluate Results
When post training evaluation and assessment is required, the critical skills, knowledge and behavior that
need to be assessed must be determined up front. Knowing what will be assessed ensures that content
development focuses on what is important. Learning objectives clarify the skills, knowledge and behavior to
be assessed and provide a roadmap to the designer regarding what content to include and what to leave
out.
Kirkpatrick’s Model of Evaluation
The Kirkpatrick Foundational Principles are the key beliefs underpinning the Kirkpatrick Evaluation Model.
The end is the beginning.
Effective evaluation begins before the learning program even starts. Don Kirkpatrick said it best (1st
Edition, Berrett-Koehler, 1993):
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"(Learning professionals) must begin with desired results and then determine what behavior is needed to accomplish them. Then trainers must determine the attitudes, knowledge, and skills that are necessary to bring about the desired behavior(s). The final challenge is to present the training program in a way that enables the participants not only to learn what they need to know but also to react favorably to the program."
It is important that the results are defined in measurable terms so that all involved can see the ultimate
destination of the initiative. Clearly defined results will increase the likelihood that resources will be used
most effectively and efficiently to accomplish the mission.
Return on Expectations (ROE) is the ultimate indicator of value.
Stakeholder expectations define the value that learning programs are responsible for delivering. Learning
professionals must ask the stakeholders questions to clarify and refine their expectations. This is a
negotiation process in which the training professional makes sure that the expectations are satisfying to
the stakeholder and realistic to achieve with the resources available.
Value must be created before it can be demonstrated.
Research suggests that as much as 90% of training resources are spent on the design, development, and
delivery of training events that yield 15% on-the-job application (Brinkerhoff, 2006). Reinforcement that
occurs after the training event produces the highest level of learning effectiveness, followed by activities
that occur before the learning event.
The original four levels of training evaluation created by Dr. Don Kirkpatrick have been clarified with the New
World Kirkpatrick Model. Below is an outline of the updated model of training evaluation with new
explanations.
The New World Kirkpatrick Model
Level 1: Reaction
To what degree participants react favorably to the training
Customer Satisfaction
The original definition measured only participant satisfaction with the training.
Engagement
The degree to which participants are actively involved in and contributing to the learning experience
Relevance
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The degree to which training participants will have the opportunity to use or apply what they learned
in training on the job
Level 2: Learning
To what degree participants acquire the intended knowledge, skills, attitudes, confidence and
commitment based on their participation in a training event
Knowledge “I know it.”
Skill “I can do it right now.”
Attitude “I believe this will be worthwhile to do on the job.”
Confidence “I think I can do it on the job.”
Commitment “I intend to do it on the job.”
Level 3: Behavior
To what degree participants apply what they learned during training when they are back on the job
Required Drivers
Processes and systems that reinforce, encourage and reward performance
of critical behaviors on the job
Level 4: Results
To what degree targeted outcomes occur as a result of the training event and subsequent
reinforcement
Leading Indicators
Short-term observations and measurements suggesting that critical behaviors are on track to
create a positive impact on desired results
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The CoreNet Global Evaluation Process
CoreNet Global uses multiple types of evaluation to determine the effectiveness of the learning programs in
achieving the established goals. Consideration is given to the many factors outside of course design to
determine effectiveness, including facilitator skills, environment, cultural and language variables, and
individual readiness for learning.
This includes:
Faculty/Course Observations (see appendix)
Participant Feedback
Faculty Input and Feedback
Stakeholders Feedback: Chapters, Corporate Partners, Board of Directors
Peer Reviews
Testimonials
Metrics and Programmatic Analysis
Using Summative Evaluation for Program Improvement
CoreNet Global uses the resulting analysis of available evaluation data to determine the need for
improvements, enhancements, or refinements to learning programs.
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Course Documentation
When designing learning documentation, the needs of the learner are the primary consideration. Ask the
following:
• Who will use the materials?
• How will they use them?
• When will the learners need the training manual? Consider any pre-work such as reading or
completing assessments.
• What do your learners expect?
• Where will your learners use this manual? Consider environmental factors
• Why do your learners need training documentation?
Characteristics of effective learning documentation includes
taking into consideration these attributes and differences
between learners
• experience
• cultural background
• values
• language
• environment
All documentation should be designed from the learner’s
point of view and must be available in a form and place that
learners can refer to when needed. The document should
have information that is:
• easy to find
• easy to comprehend
• up-to-date, reflecting latest changes and revisions
• reliable and convincing
• useful
• related to the learning objectives
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CoreNet Global Classroom Documentation
Course documentation for all CoreNet Global courses will be part of an integrated individual course Tool Kit used by all facilitators.
Tool Kits will consist of the following:
Facilitator’s Manual
Participant Guide
PowerPoint Presentation
Course Overview, including
o Course Description
o Learning Objectives
Summary of Essential Learning, including
o Action Planning
o Links, Samples and Resources
Course Assessment
Course Evaluation
Additional Resources and Job Aids, as designed by the Instructional Designer
NOTE: Learners will not be given print outs of the PowerPoint presentation or the 3 slide notes taking pages
available in the PowerPoint software. The presentation is a subset of the overall course and may not
accurately reflect the course concepts when taken out of the context of the total learning experience.
All source and output documentation for classroom courses will be filed in the CoreNet
Global offices.