Developing Training Programs for Clients

Interesting paper to stick your teeth into if you're an L&D, concerned with learning transfer. 💡 The authors reviewed 71 studies to build the so-called COMPASS model, which combines two well-established models: The COM-B model (Capability, Opportunity, Motivation = Behaviour) And Baldwin & Ford's training transfer framework. In a nutshell: The COMPASS model focuses on three key components that influence soft skills transfer: 1️⃣ Trainee characteristics (e.g. prior experience, motivation, and self-efficacy) 2️⃣ Training features (e.g. content relevance, design, delivery, and support) 3️⃣ Work environment (e.g. manager support, team norms, and org culture) The research identified 69 factors influencing behaviour transfer. 🟢 The ones with favourable evidence of impact: On-the-job training Relevance of training Time-spaced training Micro-learning Pre-training materials Training assessment Trainer effectiveness/credibility Multiple instructional methods Use of technology Workshops Goal-setting Mentoring/coaching/supervision 🔵 The ones with emerging evidence of impact: Community of practice Personalization Variability and increasing complexity Facilitation or assistance Feedback Group assignment Observation of others Reflection Role play Lots to chew on, and Sejaal Tilwani made a little overview, including some practice recommendations, in the latest Learning Brief Newsletter: https://lnkd.in/eMrniWs6

Be it private or government sector, capacity building is a decisive factor in increasing efficiency. Believe me, it's less about knowledge and more about accuracy, clarity, and strategy. The general struggle is - How to decide what works? So, I am sharing a tested and tried framework for you: 1. Confirm your content with Policies and Law Officials work within strict policies and the law. Ensure your training aligns with relevant laws, policies, and administrative guidelines to make the content factually correct and actionable. But don't hesitate to raise deep critical questions on the framework, if possible. 2. Use Real-Life Scenarios Employees face at-the-work challenges. Incorporate real-life case studies and scenarios to provide context and practical application of the content, enhancing attention retention. And make sure it covers the darker side of their working condition too. 3. Keep it Outcome-Oriented Focus on the desired outcomes and how the training will help them achieve their official goals. Be clear about the key takeaways and how it ties to their performance metrics or departmental objectives. Must conduct a quantitative survey at the end of the day or whenever deemed fit. 4. Simplify Complex Information Work procedures and policies can be complex. Simplify jargon-heavy content and legal terminologies with clear explanations, visuals, and examples to enhance understanding. Humans LOVE to understand things without having to memorise something. 5. Engage with Interactive Learning Use interactive methods such as group discussions, role-playing, and scenario-based simulations to encourage active participation. This keeps functionaries engaged and improves learning outcomes. This adds a lot of fun and increases the reflection speed. People get the opportunity to reflect while living their daily life situation. 6. Provide Actionable Tools and Templates Give participants ready-to-use tools like templates, checklists, and guidelines that they can immediately apply to their daily work, ensuring the practical utility of the training. This is a must. This becomes the real takeaway and can be transformative. 7. Make Space for Local Context Customize content to the regional and local realities that employees work within. Address specific challenges like local resource constraints, governance issues, or community dynamics. Allowing space for contradictions is a critical success factor here. 8. Build Awareness Around Change Management Humans are often slow to change. Train participants on how to handle resistance to new processes, systems, or policies. Emphasize how they can influence change within their system. Tables get turned and they change faster. 9. Inspire confidence in participants Officials are not classroom children and you can't control their thoughts. You can just influence them or maintain the decorum. But primarily, they must feel welcomed and have confidence in you! #CapacityBuilding #Effeciency #Governance

63% of employees say their company’s AI training isn’t good enough, according to TalentLMS. That’s a call to action. As AI adoption accelerates, one of the most impactful steps leaders can take is preparing teams to use these tools with confidence, and those who get this right design training as a catalyst to spark new ways of working. The most effective training programs I’ve seen share three qualities: they’re role-based, hands-on, and ongoing. 1️⃣ Role-based training helps AI adoption stick. When employees leave with three or four clear ways to apply AI immediately, those practices are far more likely to become part of daily work. 2️⃣ Hands-on beats hypothetical. Confidence grows fastest when instruction is concise and paired with time to experiment in low-risk settings. Learning by doing makes adoption real. 3️⃣ Training isn’t one-and-done. Quarterly or biannual sessions, with updates as tools or capabilities evolve, help teams feel supported and ready to keep pace. When training is structured this way, employees feel empowered to use AI, and that’s when it starts to truly transform how work gets done. #AITraining #AIEnablement #LearningAndDevelopment #EmployeeTraining #Upskilling

Most training programs create excitement. Very few create measurable business impact. A few months ago, I worked with an organization that had a very specific challenge. Their frontline teams were attending workshops, feeling motivated, taking notes but when it came to actual performance on the field, their sales conversion was very low. Great energy. Poor execution. Something was missing. So before designing the learning intervention, I asked one simple question: “What’s the real context in which your people operate daily?” Not the role. Not the job description. Not the competencies. The context. What pressures do they face? What conversations are toughest? Where do deals collapse? Who influences decisions? What behaviours matter most on the ground? The organization opened up. We mapped real scenarios. We shadowed calls. We watched interactions. We decoded customer psychology. We understood the reality behind the numbers. Only then did we build the training journey. Not generic content. Not textbook concepts. Not motivational theory. But a program designed exactly around their on-ground realities. The impact. Over the next eight weeks, something changed. Sales conversations became sharper. Objections were handled with more confidence. Teams spoke value, not price. Managers reinforced learning consistently. The conversion saw a huge jump and this was created not by more training, but by the right training. The lesson is simple: Content informs. Context transforms. Workshops don’t create results. Relevance does. When learning mirrors the real world, people don’t just listen they apply. When they apply, organizations grow. What’s one area in your team where you feel content is high but context is missing? If your organization wants training that delivers real, measurable outcomes let’s talk.

“We loved the session… but nothing changed.” That was the client’s feedback... after a program I thought went perfectly. Well... there are projects where I mismanaged the training needs discussion, and it cost me the client’s trust. The track I proposed and delivered was solid. It covered all topics a leader should learn about to develop. I spent hours on well-designed slides and material, I ensured engaging facilitation by the trainer, and I even scored 5s in the feedback forms. But a few weeks later, the client told the account manager: “I see no performance improvement.” That moment was disappointing and confusing...but it reminded me that a beautifully designed track isn’t necessarily a successful one unless it solves a real business problem. Since then, I’ve become more intentional about what makes leadership development actually work. Here’s what I’ve learned... that not all learning providers admit, and not all clients enjoy (excuse my boldness): 1) It starts by educating the client: development doesn’t begin or end with a training session. It begins with clarity... on what leadership looks like in their context, and what success should feel like on the ground. 2) As an external consultant, be clear that your role covers design, delivery, and structure, but for the full experience to succeed, HR must own the vision, and line managers must reinforce the learning. 3) We can’t just design sessions, we need to build learning journeys that include what happens before and after. And unless the design is rooted in behavioral psychology, we’re only passing information, not creating transformation. 4) Again and again, face the client with the fact that without manager involvement, even the best-designed content will fade. At the end of the day, the external consultant leaves, and it is the manager who stays. Leadership or any professional level development is built over time... through design, context, and reinforcement. The real impact of any learning program isn’t in the session. It’s in what people do differently afterward. Are we brave enough to design for that? #LeadershipDevelopment #InstructionalDesign #LearningAndDevelopment #BehavioralChange

𝗢𝘃𝗲𝗿𝗰𝗼𝗺𝗶𝗻𝗴 𝗥𝗲𝘀𝗶𝘀𝘁𝗮𝗻𝗰𝗲 𝘁𝗼 𝗖𝗵𝗮𝗻𝗴𝗲 𝗶𝗻 𝗟𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗮𝗻𝗱 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 🌟 Facing resistance to new learning initiatives or changes in training methods? You're not alone. Resistance from employees and managers can be a significant roadblock, stalling progress and hindering the successful adoption of new skills and technologies. Resistance Ignoring this resistance can be costly. It can prevent your organization from staying competitive and adaptable in a fast-evolving business landscape. Here’s how to effectively tackle this issue: 📌 Engage Stakeholders Early: Involve employees and managers in the planning phase of new learning initiatives. Seek their input and feedback to make them feel part of the change process. This reduces resistance as they begin to see the change as something they helped shape. 📌 Communicate the Benefits Clearly: Clearly articulate the benefits of the new training methods. Explain how these changes will improve their job performance, career growth, and the organization’s overall success. Use real-world examples and success stories to illustrate the positive impact. 📌 Provide Continuous Support: Offer ongoing support throughout the change process. This includes training sessions, Q&A forums, and one-on-one coaching. Ensure that employees know where to seek help and feel supported as they transition to the new methods. 📌 Address Concerns Openly: Create an open dialogue where employees can voice their concerns and questions. Address these concerns transparently and provide solutions or adjustments when possible. Acknowledging and addressing fears can ease the transition. 📌 Leverage Change Champions: Identify and empower change champions within your organization. These individuals can advocate for the new initiatives, share their positive experiences, and encourage their peers to embrace the change. 📌 Monitor and Celebrate Progress: Track the progress of the new initiatives and celebrate milestones and successes. Recognizing and rewarding employees for their adaptability and participation can boost morale and reinforce positive behavior. 📌 Provide Practical Training: Ensure that the new training methods are practical and relevant to the employees' roles. Hands-on, relatable content can make the learning process more engaging and less daunting. 📌 Use a Phased Approach: Implement changes in phases rather than all at once. This gradual approach allows employees to adapt at a manageable pace and reduces the overwhelm that can accompany significant changes. By engaging stakeholders early, communicating benefits clearly, and providing robust support, you can overcome resistance and pave the way for successful learning and development initiatives. Got more strategies for overcoming resistance to change in L&D? Share them below! ⬇️ #ChangeManagement #LearningAndDevelopment #EmployeeEngagement #TrainingInnovation #OrganizationalGrowth #LeadershipDevelopment

I had the chance to interview Daniel Goleman during one of our recent Leadership Development Community of Practice events. Daniel talked about his new book "Optimal" and how to best design and deliver an emotional intelligence (EQ) training program. He pointed to five key ingredients: 1/ Highly motivated participants. Participant motivation is something leadership development should shape and influence. He uses an example of a program that employed email nudges to increase and extend engagement. Short, concise nudges triggered PRACTICE. 2/ 10+ hours of training, spaced out over time, with periodic booster sessions. Spreading training hours over longer periods of time helps make learning stick. Five 2-hour sessions is more effective than one 10-hour session. 3/ Ongoing practice and reinforcement. EQ is a behavioral skill (like golf). So, PRACTICE is the key to mastery. The more you get your participants to practice high EQ behaviors, the more likely it is that they’ll apply the EQ framework one, three, and even ten years later. 4/ Social support. For executives and high-level leaders, Daniel recommends 1-on-1 coaching. As you scale, he recommends cohort-based training (i.e., group coaching). Regular coaching is also a great way to space training hours out over time (see bullet 2). 5/ Active support from key organizational leaders. The last ingredient is active engagement, support, and modeling by senior leaders. Win their buy-in early and involve them aggressively! *** You don’t need all five ingredients to build a successful training program. But the more you have, the better your odds will be. To get started, pick just one and really lean into it. #leadershipdevelopment P.S. these ingredients can pretty easily be applied to any training program, not just EQ.

Over the past year, I have designed and conducted interviews and focus groups with over 100 stakeholders across four client engagements at Angeles Impact Advising. Whether informing an organizational strategic plan or a specific initiative, these discussions provide insights that drive key decisions. Next week, three of my graduate student teams will present their final deliverables to their clients, leveraging these very same qualitative research methods. Gathering meaningful insights requires an intentional approach that deeply respects people's time. I have found that success comes down to a few critical steps: 1️⃣ Designing a thoughtful and rigorous interview or focus group protocol: This is a crucial early deliverable used to align on how to frame the need, the purpose, and the exact questions that are critical to ask. 2️⃣ Creating clarity upfront: The most important element of intentionality happens before the first question is even asked. I always start by clearly framing my role, exactly what I am seeking to learn, and how the participant's specific insights connect to the broader context of the project. Before beginning, it is also important to let the participant know how their comments will or will not be attributed, and allow them to ask any questions about the process. 3️⃣ Designing for tension and vision: Creating this clarity upfront removes the guesswork. It opens up a targeted, trusting space for stakeholders to dive right into two critical things: what they are currently wrestling with, and their vision or recommendations for the future. I am looking forward to seeing my students elevate their stakeholder and research findings and recommendations next week and continuing to do the same for my clients!

As Clive Shepherd says: “The number one factor in engagement is relevance because relevance drives out resistance.” When learners see how training connects to their goals and daily challenges, they stop resisting and start participating. Relevance makes the difference between “I have to do this” and “I want to learn this.” It’s not just about delivering information. It’s about showing learners why it matters to them. For example, imagine a sales training course. Instead of generic lessons on communication skills, the course includes real-world examples of successful sales calls, step-by-step breakdowns of effective closing techniques, and simulations where learners negotiate with virtual clients - all while showcasing the value of these skills in increasing sales. By focusing on scenarios they’ll encounter on the job and the ROI of the skills, the training resonates with learners and keeps them engaged. Want to make your training highly relevant? Here’s how! ⬇️ 👉 Tailor your content. Customize examples, scenarios, and case studies to fit your learners’ specific roles and industries. 👉 Start with a “why”. Clearly explain how the training will help learners meet their goals or solve real problems. 👉 Use real-world applications. Incorporate practical exercises and tasks that learners can immediately apply to their jobs. 👉 Gather input from learners. Before developing the training, ask learners what challenges they face and what skills they want to improve. 👉 Update content regularly. Ensure your training reflects current trends, tools, and challenges in your learners’ fields. How do you ensure your content connects with learners? Let’s chat in the comments! 👇 ----------------------- Hi! I'm Elizabeth! 👋 💻 I specialize in eLearning development, where I create engaging courses that are designed to change the behavior of the learner to meet the needs of the organization. Follow me for more, and reach out if you need a high-quality innovative learning solution. 🤝 #InstructionalDesign #LearnerEngagement #RelevanceMatters #eLearning #AdultLearning #LearningAndDevelopment #EngagingContent