{"id":593,"date":"2020-09-05T02:46:11","date_gmt":"2020-09-04T20:46:11","guid":{"rendered":"http:\/\/prhconsulting.com\/blog\/?p=593"},"modified":"2020-09-05T02:46:11","modified_gmt":"2020-09-04T20:46:11","slug":"pivoting-to-remote-training","status":"publish","type":"post","link":"https:\/\/prhconsulting.com\/blog\/2020\/09\/05\/pivoting-to-remote-training\/","title":{"rendered":"Pivoting to Remote Training"},"content":{"rendered":"\n<p>Since about March, maybe a little later,&nbsp;we\u2019ve been busy&nbsp;helping clients convert their in-person training to either&nbsp;remote instructor-led training or self-contained web-based training.&nbsp;It\u2019s a challenge because it seems simple on the surface, and it&nbsp;may&nbsp;actually&nbsp;be&nbsp;simple\u2026but&nbsp;based on&nbsp;our observations, it is apparently&nbsp;easy to get wrong.&nbsp;&nbsp;<\/p>\n\n\n\n<p>First of all,&nbsp;if you are thinking about this now,&nbsp;you are probably too late&nbsp;and probably underestimating the&nbsp;level of effort.&nbsp;Nobody allows enough time, even if it is part of a larger strategy. But if you&nbsp;are trying to react to the COVID-19 situation, the&nbsp;easy&nbsp;part is&nbsp;deciding&nbsp;to \u201cgo virtual.\u201d&nbsp;After that decision, there are a ton of things to be&nbsp;figured out \u2014&nbsp;instructional design issues, infrastructure issues, and capability issues to&nbsp;name three.&nbsp;There is&nbsp;a lot of&nbsp;planning, preparation, and practice before&nbsp;you should start&nbsp;doing.&nbsp;&nbsp;<\/p>\n\n\n\n<p>There are basically three scenarios to consider when&nbsp;switching&nbsp;to&nbsp;virtual&nbsp;training&nbsp;\u2014&nbsp;from traditional instructor-led, in-person delivery to&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Instructor-led remote delivery&nbsp;<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Self-contained web-based training&nbsp;<\/li><li>Shift&nbsp;away&nbsp;from training&nbsp;altogether&nbsp;to performance support&nbsp;<\/li><li>There is a&nbsp;fourth&nbsp;option \u2014 a \u201cblended\u201d solution.&nbsp;But,&nbsp;though&nbsp;blended is&nbsp;often&nbsp;a better solution,&nbsp;blended solutions are&nbsp;really just&nbsp;a combination of the challenges of every component.&nbsp;<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/prhconsulting.com\/blog\/wp-content\/uploads\/2020\/09\/graphic_RemoteOptions-1024x641.png\" alt=\"\" class=\"wp-image-594\" width=\"500\" srcset=\"https:\/\/prhconsulting.com\/blog\/wp-content\/uploads\/2020\/09\/graphic_RemoteOptions-1024x641.png 1024w, https:\/\/prhconsulting.com\/blog\/wp-content\/uploads\/2020\/09\/graphic_RemoteOptions-300x188.png 300w, https:\/\/prhconsulting.com\/blog\/wp-content\/uploads\/2020\/09\/graphic_RemoteOptions-768x481.png 768w, https:\/\/prhconsulting.com\/blog\/wp-content\/uploads\/2020\/09\/graphic_RemoteOptions.png 1280w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Let\u2019s start with the first scenario \u2014 shifting from traditional instructor-led to remote instructor-led training,&nbsp;either&nbsp;using a tool like \u201cGo to Training\u201d or just a web-meeting utility such as&nbsp;Zoom or Microsoft&nbsp;Teams.&nbsp;We\u2019ll address the others in later&nbsp;posts.&nbsp;<\/p>\n\n\n\n<p>The first consideration is, or should be, instructional design.<sup>1<\/sup>&nbsp;This will drive the requirements for infrastructure, materials,&nbsp;application\/transfer, and&nbsp;assessment.&nbsp;<\/p>\n\n\n\n<p><strong>Time<\/strong>.&nbsp;One of the biggest changes from going virtual is the time available for instruction.&nbsp;Going from classroom to remote\/virtual,&nbsp;that time&nbsp;is very likely to be reduced. Things&nbsp;take more time&nbsp;via a remote&nbsp;meeting software than in an in-person setting. Interaction is more structured \u2014&nbsp;if you ask the group a question, you typically have to warn them. You have to watch a separate part of the&nbsp;screen to see if anyone is responding. You might have to remind them to turn their mic on (and wait for them to do it). This process compounds&nbsp;because it makes every interaction take a little bit longer.&nbsp;&nbsp;<\/p>\n\n\n\n<p><strong>Learner&nbsp;<\/strong><strong>Attention<\/strong>.&nbsp;Also, keep in&nbsp;mind that learners&nbsp;in a remote learning setting&nbsp;(often)&nbsp;aren\u2019t&nbsp;really&nbsp;off the job. Or at&nbsp;the&nbsp;least, they are&nbsp;not 100% focused on the training. They may be sitting in&nbsp;a home office trying to fit the learning in&nbsp;along with job and personal&nbsp;tasks&nbsp;(read \u201cemails,&nbsp;baby-sitting,&nbsp;contractor\/household&nbsp;management,&nbsp;errands\/etc.)&nbsp;&nbsp;<\/p>\n\n\n\n<p>To maintain attention&nbsp;in a virtual setting, you need to rely on activities&nbsp;and exercises to engage the learners. And those need to be strategically designed to create&nbsp;the intended learning. Solid purpose, clear instructions, debriefs to ensure\/clarify the learning, and some kind of verification to make sure everyone actually did them.&nbsp;<\/p>\n\n\n\n<p><strong>Content<\/strong><strong>&nbsp;Delivery<\/strong>.&nbsp;Remote, online&nbsp;delivery&nbsp;lends itself to a \u201cflipped classroom\u201d approach, where content acquisition&nbsp;activities (instead of lectures, think readings, videos,&nbsp;interviewing experienced personnel,&nbsp;independent research)&nbsp;take place outside class time.&nbsp;Of course, you have&nbsp;to spend&nbsp;the time&nbsp;to&nbsp;&nbsp;find and verify&nbsp;that&nbsp;those resources exist&nbsp;and fit your intent\u2026unless you have the resources to create them.&nbsp;<\/p>\n\n\n\n<p><strong>&#8220;Cut to the Chase<\/strong>.\u201d&nbsp;Often instructor-led training is based on a single instructor\u2019s view of what learners need to know. In a classroom situation, there is a great deal of flexibility in how the time is used&nbsp;(and often very little oversight).&nbsp;&nbsp;When shifting to remote learning delivery, things need to be more structured and prepared in advance.&nbsp;&nbsp;Quite often, learners will drive accountability \u2014 they will&nbsp;not hesitate to&nbsp;suggest more efficient uses of time or more&nbsp;effective ways to reach the course goals. In person,&nbsp;the learner has to&nbsp;sit there anyway but in a remote delivery setting,&nbsp;the learner&nbsp;could easily switch to doing something else\u2026and often that something is&nbsp;nagging at&nbsp;their&nbsp;attention,&nbsp;so&nbsp;learners&nbsp;have&nbsp;increased&nbsp;motivation to \u201ccut to the chase.\u201d&nbsp;<\/p>\n\n\n\n<p><strong>Infrastructure<\/strong>.&nbsp;The next consideration is infrastructure. For many corporate training programs, infrastructure can be taken for&nbsp;granted. But not everybody has a fast network at home. Or a printer that can crank out a two-sided course manual without using up a small&nbsp;hillock of toner.&nbsp;&nbsp;<\/p>\n\n\n\n<p>And, when you are doing the training, you need to figure out how to manage learner activities. When people need to do a breakout activity, where will they \u201cgo\u201d?&nbsp;Maybe&nbsp;they&nbsp;can&nbsp;log into a separate team meeting,&nbsp;but then,&nbsp;how will you communicate with&nbsp;them to keep them on&nbsp;track? How will they hand in any assignments?&nbsp;All things that need to be figured out.&nbsp;&nbsp;<\/p>\n\n\n\n<p><strong>Supporting Materials and Equipment.<\/strong>&nbsp;Even something as simple as a manual can present some challenges. Is it fair to expect people to print out a manual?&nbsp;Is it risky to distribute easily duplicated PDFs&nbsp;for learners to use? Will&nbsp;the advantages of&nbsp;using an electronic document&nbsp;(search, portability, highlighting and comments) be lost on less technically adept participants?&nbsp;<\/p>\n\n\n\n<p>For some technical training, the investment in lab equipment and simulators&nbsp;may present another&nbsp;significant obstacle. One client created simulator kits housed in a suitcase-style case&nbsp;sent to remote offices.&nbsp;(This&nbsp;ensures standardization&nbsp;but also&nbsp;makes it&nbsp;a little more&nbsp;difficult&nbsp;for the audience\u2019 workplace&nbsp;to cannibalize them for parts).&nbsp;Individuals can check them out to complete training.&nbsp;In&nbsp;another&nbsp;case, a client company had learners log into a remote set of equipment simulators&nbsp;(housed in&nbsp;an unstaffed&nbsp;training facility) from their&nbsp;remote locations&nbsp;to complete exercises. Or it may be possible, in some situations,&nbsp;to create software simulators.&nbsp;<\/p>\n\n\n\n<p>There are&nbsp;also&nbsp;practical parameters that you really can\u2019t overlook or minimize. You will need to decide on some organizational standards.&nbsp;For example, what is the maximum&nbsp;duration of a course&nbsp;that&nbsp;will be tolerated\/accepted? Generally, more than two hour&nbsp;chunks are&nbsp;difficult to pull off. But&nbsp;if&nbsp;you can do a couple of sessions per day with homework in-between, before, and\/or after,&nbsp;you can get a fair amount of learning time. But&nbsp;you need to keep&nbsp;time zone&nbsp;differences in mind.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p><strong>Capability<\/strong>.&nbsp;Finally, let\u2019s look at&nbsp;instructor&nbsp;capability. There are knowledge\/skills that need to be gained by instructors (and others) involved in remote training delivery.&nbsp;Some issues include:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Planning is a must \u2014 it won\u2019t work to\u00a0wing it\u00a0<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>The instructor needs to be able to use the\u00a0remote training tool\u00a0\u2014\u00a0it may\u00a0even\u00a0be necessary to add a new role, the producer, who can\u00a0focus on the mechanics while the instructor focuses on content and learning. The producer\u00a0can\u00a0watch for participants raising their hands,\u00a0make sure the\u00a0mics\u00a0are muted\u00a0(or not),\u00a0confirm that the display\/sharing is correct,\u00a0monitor chat messages,\u00a0and so on.\u00a0<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Preparation\u00a0\u2014 you\u00a0have to\u00a0think about how you are going to explain concepts,\u00a0ask and address questions, debrief exercises\u00a0when using the medium. You may not be able to draw. It may be a challenge to ask for and \u201cflipchart\u201d responses from the group.\u00a0You may have to target questions to specific participants to ensure a response.\u00a0<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Providing individual feedback\u00a0\u2014 if the goal is to get each participant to a level of competence, the instructor will need to observe and provide feedback to an individual level at some degree.\u00a0<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>How to rely\u00a0on or supplement\u00a0external content delivery, e.g., reading assignments or \u201cYouTube-style\u201d videos viewed outside the class.\u00a0\u00a0<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Changing your perspective to learner-centered (vs instructor-centered) instruction. (Well&#8230;this is a good idea for in-person training as well.)\u00a0<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Develop materials for delivery via remote \u2014 for instructors that build their own materials\u00a0\u2014\u00a0a single\u00a0computer screen is\u00a0likely\u00a0the entire real estate available.\u00a0<\/li><\/ul>\n\n\n\n<p>The key takeaways are obvious.&nbsp;Applying many of the&nbsp;above&nbsp;ideas&nbsp;will improve in-person training&nbsp;once things go back to normal. (Of course, things probably won\u2019t go back \u2013 remote delivery is likely to continue as audiences learn to rely on it).&nbsp;&nbsp;<\/p>\n\n\n\n<p>But&nbsp;if the takeaways are obvious,&nbsp;it requires leadership to set the direction and provide the resources and support&nbsp;needed to be successful. Your team can&nbsp;almost certainly make this change,&nbsp;but they need to&nbsp;believe it is important (not just for the short term) and have the backing to get ready before&nbsp;being expected to risk their reputation trying something new.&nbsp;Make a plan, test in small increments, and be ready to learn quickly as you go.&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Since about March, maybe a little later,&nbsp;we\u2019ve been busy&nbsp;helping clients convert their in-person training to either&nbsp;remote instructor-led training or self-contained web-based training.&nbsp;It\u2019s a challenge because it seems simple on the surface, and it&nbsp;may&nbsp;actually&nbsp;be&nbsp;simple\u2026but&nbsp;based on&nbsp;our observations, it is apparently&nbsp;easy to get wrong.&nbsp;&nbsp; First of all,&nbsp;if you are thinking about this now,&nbsp;you are probably too late&nbsp;and probably [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"_s2mail":"yes","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","enabled":false}}},"categories":[57,7,1],"tags":[10,12],"class_list":["post-593","post","type-post","status-publish","format-standard","hentry","category-training-development","category-trends-and-fads","category-uncategorized","tag-instructional-design","tag-training"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p7FCNy-9z","_links":{"self":[{"href":"https:\/\/prhconsulting.com\/blog\/wp-json\/wp\/v2\/posts\/593","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/prhconsulting.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/prhconsulting.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/prhconsulting.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/prhconsulting.com\/blog\/wp-json\/wp\/v2\/comments?post=593"}],"version-history":[{"count":3,"href":"https:\/\/prhconsulting.com\/blog\/wp-json\/wp\/v2\/posts\/593\/revisions"}],"predecessor-version":[{"id":597,"href":"https:\/\/prhconsulting.com\/blog\/wp-json\/wp\/v2\/posts\/593\/revisions\/597"}],"wp:attachment":[{"href":"https:\/\/prhconsulting.com\/blog\/wp-json\/wp\/v2\/media?parent=593"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/prhconsulting.com\/blog\/wp-json\/wp\/v2\/categories?post=593"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/prhconsulting.com\/blog\/wp-json\/wp\/v2\/tags?post=593"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}