Design Lively Training with Action Mapping

For training designers in the business world. Use the map to design activity-driven training, not information dumps.. Book and blog: www.cathy-moore.com

Transcript

1. Be a training action hero! Action Mapping Fast design for powerful training
2. © 2018 Cathy Moore -- cathy-moore.com Most corporate training: Why does this happen?
3. © 2018 Cathy Moore -- cathy-moore.com Mistake #1 “Our goal is to increase knowledge.” Our salespeople need to know all about the widgets they sell. All about widgets
4. © 2018 Cathy Moore -- cathy-moore.com Mistake #2 “Knowledge = information.” All about widgets We’d better cover everything they might need to know!
5. © 2018 Cathy Moore -- cathy-moore.com Mistake #3 “Add a quiz, and we’re done!” Be sure to ask, “How much does a widget weigh?” All about widgets
6. © 2018 Cathy Moore -- cathy-moore.com The result Widget sales Our learner
7. © 2018 Cathy Moore -- cathy-moore.com What do we really want? All about widgets We don’t want knowledge alone.
8. © 2018 Cathy Moore -- cathy-moore.com Increase widget sales We want action! What do we really want?
9. © 2018 Cathy Moore -- cathy-moore.com Action Mapping to the rescue! 4 steps...
10. © 2018 Cathy Moore -- cathy-moore.com 1. Identify the business goal What business change do we want to create? Good: Increase widget sales 8% by Q4 Avoid: Salespeople should know all the widget features
11. © 2018 Cathy Moore -- cathy-moore.com Why care about the goal? A measurable business goal helps you: • Design relevant activities • Identify the crucial content • Evaluate the success of your project • Show how your work supports the business Widget sales “Our training did that!”
12. © 2018 Cathy Moore -- cathy-moore.com Put the goal in the middle of your map. Increase widget sales 8% by Q4
13. © 2018 Cathy Moore -- cathy-moore.com Next step? Identify the business goal. ...? 1. 2. Identify what people need to know?
14. © 2018 Cathy Moore -- cathy-moore.com 2. Identify what people need to do List actions that people must take to meet your business goal. Identify what people need to know?
15. © 2018 Cathy Moore -- cathy-moore.com Examples Ask questions that uncover a customer’s needs. Identify the best widget for the customer. Emphasize the benefits that will matter most to the customer. These statements describe actions, not knowledge. To increase sales, our salespeople must:
16. © 2018 Cathy Moore -- cathy-moore.com Increase widget sales ! ! ! ! ! Put the actions around your goal. action needed to reach goal
17. © 2018 Cathy Moore -- cathy-moore.com Identify why people aren’t taking the necessary actions. For each action, ask, “What makes it hard?” It’s time for... Motivation Environment Knowledge Skills tools culture processes etc.
18. © 2018 Cathy Moore -- cathy-moore.com Will training really solve the problem? It’s time for... Training Motivation Environment Knowledge Skills
19. © 2018 Cathy Moore -- cathy-moore.com Identify the business goal. Identify what people need to do to reach that goal + why they aren’t doing it. ...? 1. 2. 3. Next step? Identify what people need to know?
20. © 2018 Cathy Moore -- cathy-moore.com 3. Design practice activities For each action that learners must take on the job, design a practice activity. Each activity should mirror the real world as much as possible. Identify what people need to know?
21. © 2018 Cathy Moore -- cathy-moore.com Examples A fictional customer appears. The learner chooses questions that will reveal the customer’s needs. A customer wants to reduce their electricity use. The learner suggests the best widget and explains its benefits. Avoid fact checks and trivia games. These don’t happen in the real world.
22. © 2018 Cathy Moore -- cathy-moore.com Increase widget sales ! ! ! ! ! Put your activities on the map. activity that practices real-world behavior Link each activity to the real-world action it supports.
23. © 2018 Cathy Moore -- cathy-moore.com Identify the business goal. Identify what people need to do to reach that goal + why they aren’t doing it. Design activities that help people practice each behavior. ...? 1. 2. 3. 4. Next step? Identify what people need to know?
24. © 2018 Cathy Moore -- cathy-moore.com 4. Identify what people need to know Identify the information that people must have to complete each activity. really, really V
25. © 2018 Cathy Moore -- cathy-moore.com Increase widget sales i ! ! ! ! ! i i i i Put the information on the map.
26. © 2018 Cathy Moore -- cathy-moore.com We should cover the history of widgets! We should describe the supply chain for widget parts.
27. © 2018 Cathy Moore -- cathy-moore.com Increase widget sales i ! ! ! ! ! i i i i If info doesn’t directly support an activity...don’t add it! widget history X i
28. © 2018 Cathy Moore -- cathy-moore.com Course or job aid? How to read a map Course: Roads in Utah Job aid: i
29. © 2018 Cathy Moore -- cathy-moore.com The Action Mapping process Identify the business goal. Identify what people need to do to reach that goal + why they aren’t doing it. Design activities that help people practice each behavior. Identify the minimum information people need to complete each activity. 1. 2. 3. 4.
30. © 2018 Cathy Moore -- cathy-moore.com Increase widget sales i ! ! ! ! ! i i i i Everything supports the business goal. Job behavior that will reach the goal Measurable goal Realistic practice activity for that behavior Only the essential information for that activity
31. © 2018 Cathy Moore -- cathy-moore.com Organization Stream of realistic challenges Job aid or other NECESSARY info
32. © 2018 Cathy Moore -- cathy-moore.com Plunge learners directly into a realistic challenge (no introductory do’s & don’ts) Real-world job aid
33. © 2018 Cathy Moore -- cathy-moore.com Show the consequence. Don’t preach. Real-world job aid
34. © 2018 Cathy Moore -- cathy-moore.com The benefits •Tightly focused materials •Realistic, compelling activities •No irrelevant information •More likely to have a measurable business impact Widget sales “Our training did that!”
35. © 2018 Cathy Moore -- cathy-moore.com Want more? Get the book: Amazon Read the blog: cathy-moore.com