Learn about the trainee's typical day

Before you design any training program, ask the requestor to tell you about the audience's typical day and overall job responsibilities. Ideally, you would like to observe the future-trainees in their day-to-day routine so that you can get the "big picture" of the work that they do and the environment in which they do it. If that is not possible, then ask for a thorough description of the future-trainee's typical work day and job responsibilities.

Very often, with this information, you can spot work-process breakdowns that are contributing to the symptoms which precipitated the request for training. Also, you are able to redirect the training or include elements which would not have been addressed had you not had the big picture of work responsibilities.

For example: A manufacturing organization was seeking to cross-train shop-floor workers in order to offset the downtime associated with machine breakdown. Because the organization had only one maintenance person, when a machine would break down, it could take a few hours for the technician to turn his attention to that machine. The intent of the request for cross-training was to be better able to utilize the machine operators during their idle time, while they were waiting for their primary machine to be repaired.

Gaining a better understanding of their overall job responsibilities, however, highlighted the fact that most machine operators refused to complete preventative maintenance and did not follow the start-up protocol which included oiling and gauge adjustments, etc., and simply switched their equipment on.

A more strict enforcement of start-up procedures, or having the maintenance technician come in an hour earlier each day to start the machines properly, was the primary solution to the machine breakdown dilemma. Without this understanding of the worker's typical day the company may have spent tens of thousands of dollars cross training their workers in order to compensate for the down-time created by the machine breakdowns.

The ultimate solution was to minimize the downtime by following company protocol, NOT providing training.