Unit 2
Unit 2
INTRODUCTION
Definitions of Training
“Training is the act of increasing the knowledge and skills of an employee for
doing a particular job” (Flip, 1967)
Concept of Training
Training is the act of increasing the knowledge and skills of an employee for
doing a particular job. It is an organized procedure by which people learn knowledge
and skill for a definite purpose. The purpose of training is basically to bridge the gap
between job requirements and present competence of an employee. Training is aimed
in improving the behavior and performance of a person. It is a never ending or
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continuous process. Training is closely related with education and development, but
needs to be differentiated from these terms.
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Training involves helping an individual learn how to perform his present job
satisfactorily. Development involves preparing the individual for a future job and
growth of the individual in all respects, development complements training because
human resources can exert their full potential only when the learning process goes
for beyond simple routine.
Importance of Training
A training need is the gap between the knowledge, skills and the knowledge
skills, attitudes, already possessed by the trainee.
1.When their performance in their present position does not match up to the
required standards.
2.When the requirement of the job changes due to the changing circumstances
gaps in the new jobs.
Objectives of Training
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knowledge and skills.
e) To assist managers to function more effectively.
Evaluation of Training
1.Evaluation of reaction
2.Evaluation of learning
3.Evaluation of behavior
4.Evaluation of results
The methodology of evaluation consists of setting up a control group and an
experimental group and follows a four-tier system.
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more of retention tool than a cost. The training system in Indian Industry has been
changed to create a smarter workforce and yield the best results
STAKEHOLDERS
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And the providers are specialists in the field. Each of these groups has
its own agenda and motivations, which sometimes conflict with the
agendas and motivations of the others.
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5. Ethics: Today's society has increasing expectations about corporate
social responsibility. Also, today's diverse workforce brings a wide
variety of values and morals to the workplace.
6. Human relations: The increased stresses of today's workplace can
include misunderstandings and conflict. Training can people to get
along in the workplace.
7. Quality initiatives: Initiatives such as Total Quality Management,
Quality Circles, benchmarking, etc., require basic training about
quality concepts, guidelines and standards for quality, etc.
8. Safety: Safety training is critical where working with heavy
equipment, hazardous chemicals, repetitive activities, etc., but can also
be useful with practical advice for avoiding assaults, etc.
9. Sexual harassment: Sexual harassment training usually includes
careful description of the organization's policies about sexual
harassment, especially about what are inappropriate behaviors.
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BASIC REQUIREMENTS OF LEARNERS IN TRAINING AND
DEVELOPMENT
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The courage to overcome our reluctance and fears is often the first step toward
achieving true meaning in our lives and our jobs.
Information
At its most basic form, a piece of information about something is a "unit of
awareness" about that thing. (A field of philosophy, epistemology, includes analysis
of what is really information and what isn't. This field might visit the question: "If a
tree falls in the forest, does it make a sound?") Some people think that this awareness
occurs only in the brain and, therefore, usually comes from some form of thought.
Other people also accept information as a form of realization from other forms of
inquiry, e.g., intuition.
Knowledge
Knowledge is gleaned by organizing information. Typically, information
evolves to knowledge by the learner's gaining context, perspective and scope about
the information.
Skills
Skills are applying knowledge in an effective and efficient manner to get
something done. One notices skills in an employee by their behaviors.
Task
A task is a typically defined as a unit of work, that is, a set of activities needed
to produce some result, e.g., vacuuming a carpet, writing a memo, sorting the mail,
etc. Complex positions in the organization may include a large number of tasks,
which are sometimes referred to as functions.
Job
A job is a collection of tasks and responsibilities that an employee is
responsible to conduct. Jobs have titles.
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Role
A role is the set of responsibilities or expected results associated with a job. A
job usually includes several roles.
Learning
Typically, learning is viewed as enhancing one's knowledge, understanding or
skills. Some people see learning as enhancement to one's knowledge, awareness and
skills. Some professionals view learning as enhancing one's capacity to perform.
Some view learning as a way of being that includes strong value on receiving
feedback and increasing understanding. It's important to note that learning is more
than collecting information -- more than collecting unreferenced books on a shelf.
Depending on the needs of the learner, knowledge is converted to skills, that is, the
learner knows how to apply the knowledge to get something done. Ideally, the skills
are applied to the most appropriate tasks and practices in the organization, thereby
producing performance -- results needed by the organization.
Continuous Learning
Learning need not be a linear event where a learner goes to a formal learning
program, gains areas of knowledge and skills about a process, and then the learning
ceases. If the learner can view life (including work) as a "learning program", then the
learner can continue to learn from almost everything in life.
Training
This term is often interpreted as the activity when an expert and learner work
together to effectively transfer information from the expert to the learner (to enhance
a learner's knowledge, attitudes or skills) so the learner can better perform a current
task or job.
Education
This term seems to be the most general of the key terms in employee training.
Some professionals view education as accomplishing a personal context and
understanding of the world, so that one's life and work are substantially enhanced,
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e.g., "Go get an education." Others view the term as the learning required to
accomplish a new task or job.
Development
This term is often viewed as a broad, ongoing multi-faceted set of activities
(training activities among them) to bring someone or an organization up to another
threshold of performance. This development often includes a wide variety of
methods, e.g., orienting about a role, training in a wide variety of areas, ongoing
training on the job, coaching, mentoring and forms of self-development. Some view
development as a life-long goal and experience.
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Perform all of the activities listed before, during, and after a training session to
ensure that the learning is transferred to the employee’s job.
Ask the employee to train other employees with the information learned at a
seminar or training session.
Purchase business books for the employee. Sponsor a book club or offer the
time at a department meeting to discuss the information or present the
information learned to others.
Offer commonly-needed training and information on an Intranet, an internal
company website.
Pay for the employee to take online classes and identify low or no cost online
training.
Provide a flexible schedule so the employee can take time to attend university,
college, or other formal educational sessions.
Provide tuition assistance to encourage the employee's pursuit of additional
education.
TRENDS IN TRAINING
Six Critical Trends In Training that should be taken into serious account by HRM
professionals and organizations, to wit
1. Adopt a Performance Consulting Strategy
2. Measure Results to See Impact
3. Training Delivery Is Changing
4. Training Delivery Systems Are in Transformation
5. Your Customer Is the Individual Employee
6. Training is Delivered Just-in-time, as Needed
Items 1 and 2 are not new, IMO. Training and development programs are
supposed to be designed and implemented to correct and/or improve employee’s or
organization’s performance. And results there from should be measured against
projected or set training goals and objectives. The assessment at the end of the
program will not suffice. (Some organizations tend to use this to measure the
effectiveness of the training. This is very superficial, ineffective, and is based only on
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the impression of the training activity not its results.) Metrics should have been
defined even before the training plan is approved. Otherwise, it would be a waste of
resources to train people when there are no metrics in place to evaluate learning and
improvements results. Sarah is correct to observe that most training programs are out
of the shelf, catalogs, and have lost their effectiveness. They are no longer
performance related. In my book, these are what you call university or academic
approaches to human resource training and development.
Training and development programs, first and foremost, should address a discrepancy
between the current performance of the employee and to what is expected (based on
his detailed job description or KRA (Key Result Area) sheet. In cases of
advancement, the discrepancy is the difference between the current performance (that
is, the employee is meeting desired performance criteria and goals) compared against
the desired level of performance when new responsibilities are added or where
promotion to the next job level is expected. Again, here is why performance
evaluation and metrics are very important.
It is good news that more and more trainers and HRM professionals are adopting
the JIT* (just in time) system in training. As I have mentioned earlier, if training
should have been initiated to address performance problems, then it follows that
training are perfect JIT intervention. Although, let me be clear here that not all
performance problems or discrepancies can be addressed through training.
Sometimes, the underlying causes for this are entirely insignificant to training such as
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improvement on the work process, machine problems, psychological issues like the
lack of motivation, etc. However, issues that needs to be addressed should be acted
upon immediately.
Training programs should focused more on behavioral modifications rather than skill
building, and should be geared towards adding value to the organization’s
competitiveness. Skill building is easier than behavioral modification. It takes time to
have employees who are highly motivated and are attuned to the positive corporate
culture that company is trying to foster. I am seeing more organizations that are
placing more importance on this in their agenda and are reaping positive results. Even
in hiring, attitude and values are given more premiums over skills and knowledge on
the premise that the latter can easily be acquired.
If the employee is failing in some aspect of her job, determine whether you
have provided the employee with the time and tools needed to perform the job.
Does the employee clearly understand what is expected from her on the job?
Ask yourself whether the employee has the temperament and talent necessary
for her current position; consider whether the job is a good skill, ability, and
interest fit?
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between the training and his job.
You can enhance the impact of the training even further if the employee sees
the link between the training and his ability to contribute to the
accomplishment of the organization's business plan and goals.
Provide training and development that is really relevant to the skill you
want the employee to attain or the information he needs to expand his work
horizons. You may need to design an employee training session internally if
nothing from training providers exactly meets your needs. Or, seek out
providers who are willing to customize their offerings to match your specific
needs.
It is ineffective to ask an employee to attend a training session on general
communication when his immediate need is to learn how to provide feedback
in a way that minimizes defensive behavior. The employee will regard the
training session as mostly a waste of time or too basic; his complaints will
invalidate potential learning.
Whenever possible, connect the employee training to the employee's job and
work objectives. If you work in an organization that invests in a self-
development component in the appraisal process, make sure the connection to
the plan is clear.
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Favor employee training and development that has measurable objectives
and specified outcomes that will transfer back to the job. Design or obtain
employee training that has clearly stated objectives with measurable
outcomes. Ascertain that the content leads the employee to attaining the skill
or information promised in the objectives.
With this information in hand, the employee knows exactly what he can
expect from the training session and is less likely to be disappointed. He will
also have ways to apply the training to the accomplishment of real workplace
objectives.
Training provides the trainee with the knowledge and skills necessary to carry
out specific work tasks. Development covers not only activities or skills which
improve job performance, but also those activities which bring out growth of
personality. So development enables individuals to become not only good employees
but also better man also. Education programs contain theoretical and conceptual
material aimed at stimulating an individual’s analytical and critical facilities.
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METHODS OF TRAINING
A wide range of training methods have been devised over the years by
organizations and training experts. Different training methods and programs are
suitable for different categories of employees in the organization. An organization
can not use all types of training methods for the reasons like cost involved and also
their relevance to organizational needs. Therefore an organization should select a
method or mix of methods to meet its training needs. The methods of training can be
broadly divided into three categories namely-
1. On-the-job Training
2. Apprentice Training
3. Vestibule Training
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4. Internship Training
5. Other Methods
1. On-the-job Training
Advantages:
1. It is very simple method, as there is no need for separate arrangement for training.
3. It is suitable to all most all the types of jobs at all the levels.
4. It provides more practical knowledge and involves learning in actual and true
environment.
6. It is highly economy, because this method does not require any separate additional
facilities.
Disadvantages:
1. The experienced senior employees may lack expertise or inclination to train the
workers.
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2. The trainee gets practical and does not get theoretical knowledge of production
process.
3. This method of training is not suitable for training large number of workers.
4. This method of training is not suitable also when the requires training for very long
time.
7. It is almost trial and error method. Hence it may lead to wastage of materials and
machinery by new employees. Break downs in machinery and duplication of work
are the most common errors.
2. Apprentice Training
Apprentice training is perhaps the oldest and the most commonly used method
of training when the proficiency in the job is the result of a relatively long training
period of 2 to 3 years for a person of supervisory ability and from 4 to 5 years for
others. In India, the terms and conditions of the apprenticeship are regulated by the
government under the Apprenticeship Act, 1961. This method is used to give
sufficient knowledge and skill of a craft, so that the trainee becomes proficient in his
trade. Usually an agreement is made between the employer and the apprentice
specifying terms and conditions of training for a definite time period. The trainee is
paid an allowance or a striped during the period of apprenticeship. The field for this
method of training is very wide like draughtsman, machinist, printer, die-sinker,
engraver, electrician etc. A major part of training time is spent on the job of
productive work. Each apprentice is given a program of assignments according to
pre-determined schedule which provides for effective training in trade skills. The
certificates are given after training and these certificates are widely accepted and
recognized.
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Advantages:
3. It develops close personal relation between the employer and apprentice, as the
duration of training is long.
4. The trainee takes interest in what is taught to him as he is hopeful of getting the
appointment at the end of training period.
5. This method of training is more suitable for those trades where long period of
training is essential.
6. The hiring cost is lower because of reduced labor turnover and lower production
costs.
Disadvantages:
1. There is no guarantee that the trainee will be employed after the training is over, as
it is not obligatory to give him permanent job.
2. Many large companies exploit trainees by paying the less and refusing them to
employ them when training period is over.
3. If after successful completion of training, the trainee joins other firms, it is a loss to
the training firm. So in such a case, apprentice training becomes much more
expensive.
3. Vestibule Training:
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used for training personnel of clerical and semi-skilled grades. The duration of
training ranges from a few days to a few weeks. This method relates theory with
practice. Thus here efforts are made to keep the same work environment as in the
actual workshop or office.
Advantages:
Disadvantages:
2. The artificial training atmosphere may create the adjustment problems for the
trainees when they return to the actual place of job.
4. There is a possibility of dispute between the trainer and the supervisor of the
workshop regarding the efficiency and skills of the workers.
5. Since this method is time consuming, it can not keep pace with new developments
and improvements in the production process.
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4. Internship Training
Under this training method, theoretical education and practical training are
combined. It is a joint program of training in which technical institutions and
business houses co-operate and hence perfect stress can be given on theory as well as
practice. The learners are sent to actual industries when they are learning, so that
they can get the real practical knowledge. For this an agreement is made between
educational institutions and business units. Generally this method is used for training
skilled and technical personnel. E.g. such internship training is compulsory before
obtaining degree in medical and legal faculty.
Advantages:
1. Under this training method, both theoretical and practical knowledge are imparted
simultaneously.
2. Theoretical and practical training are provided at different places, so the resources
of an industrial unit are not wasted.
3. By making an agreement with educational institutions, industrial units can get right
type of employees according to their requirements.
5. Duration of this method of training method is long. So knowledge and skills of the
trainees increase.
Disadvantages:
2. This method fails also, when the approaches of theoretical and practical trainers are
contradictory.
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3. As the time duration of internship training is long, industries may not intend to
waste their time and resources.
5. Other Methods
Over and above the methods of training for workers discussed above, some
other methods are also used like – conferences, case studies, project development,
role playing, lectures, night lectures, publications, video films, business games etc.
Though such other methods of training are used for training technical or managerial
personnel.
Conference Method
Conference Method
Under this method of training to supervisors, small group of supervisors are formed in
which various business problems are discussed. These discussions are organized by
eminent experts from the company or outside the company. The trainee supervisors
are given explanations about the matters and problems related to business, there after
their doubts are clarified and the discussion is carried on with them. Here prime
requirement for success of this method is that all the trainees must actively participate
in the discussion i.e. why it is recommended that the size of group of trainees should
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not be large and the trainees participating in the conference should have some
knowledge about the subjects and problems too be discussed in the conference.
Advantages:
2. Supervisors learn not from only the instructor but from also each other.
6. Management comes to know what supervisors expect from them and supervisors
come to know the difficulties of management.
Disadvantages:
2. This method does not success if trainees do not have deep knowledge and interest
about the business matters to be discussed in the conference.
4. If all the trainees are allowed to speak on a point, the progress is low.
Case Method
Case study method was originally developed to provide training to medical and law
students. At present time, it is widely used to provide training to supervisors,
executives and managers. In this method an actual or imaginary business situation is
described, in writing, in a comprehensive manner. Such cases are assigned to trainees
and they are asked to appraise and analyze the problem situation and suggest
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solutions. Every trainee presents his own solution. Therefore the trainees should
have knowledge about all the aspects in the subject area. By this method, analytical
skills and logical decision power can be developed among trainees.
Advantages:
2. This method is less costly, as there is no need for separate classes or resources.
5. This method of training increases interest about various business matters among
trainees and as a result, morale and team spirit among trainees develop.
Disadvantages:
1. If the case presentation is defective, proper solutions may not be obtained from the
trainees.
2. If the trainees do not have knowledge about all aspects related to the case, the
solutions suggested by them may not be relevant.
3. If all the suggestions suggested by the trainees are good or better to solve the
problem, this method results into wastage of time, energy and money.
4. There is a possibility of arising the feeling of mutual enmity during debates and
discussion.
If due care is taken about developing the cases and trainees are provided enough
information about the related aspects, the case study method can give the best results.
That is why in present time, this method is widely used in professional schools of law
and business administration, in supervisory and executive training programs in
industry and in teaching management and other disciplines.
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Role Playing Method
In this method, business problems are given dramatic form. Such business problems
and solutions are presented on a stage through drama-actions. Here two or more
trainees are assigned parts to play before the rest of the class. These parts do not
involve any memorization of lines or any rehearsals. The role-players are simply
informed of a situation and of the respective roles they have to play. Sometimes,
after the preliminary planning, the situation is acted out by the role-players. The
trainee who plays a role is asked to try certain approaches in dealing with the other
man to whom he is talking. His interview may be taped and he may have a chance to
listen to his own performance. Thus he can find his own strengths and weaknesses.
This method is very useful for training of human relations, leadership development,
grievance procedure, conducting a post appraisal interview, disciplining a
subordinate, sales making a representation to a customer.
Advantages:
2. This method is very useful for providing training to large number of trainees.
Disadvantages:
1. Some individuals may become too involved in the “acting” and loose sight of the
purpose of exercise.
2. All the business matters and problems can not be given dramatic form.
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3. There is a possibility that the importance of entertainment increases at the cost of
knowledge in such dramas.
Advantages:
1. The trainee learns which key factors to observe in the actual on-the-job situation.
3. Each group tries to suggest the most effective solution, as the puzzle is given in the
form of a competition.
5. Healthy competition and decision making power get developed among the trainees.
Disadvantages:
2. It is possible that the main object of training is pushed into background and the
game is treated merely a fun.
3. It is not possible to provide training for all the matters by this method.
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4. If the organizer of the business game is not efficient in the skills of developing
game for finding solution to business problems, this method does not succeed.
Training programs are more likely to be effective when they incorporate the
following principles i.e. to say that following suggestions can be suggested in order to
make training program more effective.
Training program should be chalked out after identifying the training needs or goals
and it should have relevance to the job requirements. The planning of training
program should be purposeful and precise.
An effective training program should prepare the trainees mentally before they are
imparted any job knowledge or skill.
Training program should emphasize on both theory and practical, so that it can help
to acquire both knowledge and its applications.
There should be sufficient backing for the selection and effective implementation of
training programs.
For effective training program, educative literature, tools like pictures, figures,
graphs, tables etc., video cassettes, etc. should be used in proper proportion, instead
of following only routine tools.
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There should be a provision for evaluation of training program. The success of
training program can be measured due to such evaluation and accordingly changes
can be effected.
The trainees, who complete training successfully, should be given monetary or non-
monetary rewards in the form of motivation.
The trainer and trainee both should have positive approach towards training
Techniques of Evaluation
Observation
Questionnaire
Interview
Self diaries
Self recording of specific incidents
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Types of evaluation
Evaluating the Training (includes monitoring) addresses how one determines whether
the goals or objectives were met and what impact the training had on actual
performance on the job.
1. Formative
2. Process
3. Outcome
4. Impact.
Evaluation Methods
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Formative Evaluation
Process Evaluation
Process Evaluation answers the question, “What did you do?” It focuses on
procedures and actions being used to produce results.
It monitors the quality of an event or project by various means. Traditionally,
working as an “onlooker,” the evaluator describes this process and measures
the results in oral and written reports.
Process evaluation is the most common type of training evaluation. It takes
place during training delivery and at the end of the event.
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Outcome Evaluation
Outcome evaluation answers the question, “What did the participants do?”
Impact Evaluation takes even longer than outcome evaluation and you may never
know for sure that your project helped bring about the change.
In addition, with a shrinking labor pool, organizations need to take steps to identify
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strong leaders and provide the appropriate development opportunities for them.
Growing talent from within is becoming an increasingly prevalent staffing
alternative.
Too often management development is informal and disjointed, rather than part of
a strategic training plan. Classes and training are offered or managers are
encouraged to take advantage of training opportunities, but the offerings are not
part of a formal program that is linked to organizational goals and long-range
objectives.
Another problem, common to any training initiative, is the difficulty in measuring the
impact and effectiveness of your management development activities. To be effective,
clear and specific objectives should be identified and tied to the selection and
implementation of training and development activities. Follow up measurement
should be designed to directly evaluate the impact of these activities on meeting the
stated objectives. When establishing objectives consider specifically how you will
measure whether the objectives have been met. Build evaluation into the training
process.
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Management Development Encompass
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program for new managers? Do you have a program designed to develop
your existing managerial staff? Conduct an audit of managers to determine
how they are currently receiving information and training, how they would
evaluate their existing training options and what additional training needs
they have.
b. Analyze your workforce and project your management needs into the future.
Succession planning is an important part of management development and a
key to ensuring strong leadership. What are the gaps between current
management skills and future needs? What are the areas of potential weakness
or vulnerability
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conferences, mentoring programs, in-house training, customized training
applications, computer-based training, etc. Review each opportunity to
ensure that it meets your organizational needs and objectives.
g. Recognize that employees and managers also have some responsibility for
their own training and development. Involve them in the process. To the
extent you can tie objectives to employee interests as well as company needs.
Management development is all those activities and programme when recognized and
controlled have substantial influence in changing the capacity of the individual to
perform his assignment better and in going so all likely to increase his potential for
future assignments.
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Development an activity designed to improve the performance of existing managers
and to provide for a planned growth of managers to meet future organizational
requirements is management development.
✦ First hand experience of the functioning of the organization, from the very top
to the bottom of the management ladder.
✦ Those in the program are recognized as potential candidates for top positions in
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the future.
✦ Able to understand the routine work and communication within the organization
✦ Considered one of, if not the, fastest track to management for entry-level
positions after college.
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“Organisation Development (OD) is both the field of applied behavioural science
focused on understanding and managing organisational change to increase an
organisation’s effectiveness and viability and a field of scientific study and enquiry”
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Other definitions from leaders in Organization Development Network:
"OD is a field directed at interventions in the processes of human systems (formal and
informal groups, organizations, communities, and societies) in order to increase their
effectiveness and health using a variety of disciplines, principally applied behavioral
sciences. OD requires practitioners to be conscious about the values guiding their
practice and focuses on achieving its resultsthroughpeople."
"Organization Development is a body of knowledge and practice that enhances
organizational performance and individual development, by increasing alignment
among the various systems within the overall system. OD interventions are inclusive
methodologies and approaches to strategic planning, organization design, leadership
development, change management, performance management, coaching, diversity,
team building, and work/life balance."
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Core Values
Objective of OD
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tailored to meet the requirements of a particular situation. But broadly speaking, all
organizational development programs try to achieve the following objectives:
Change agent
A change agent in the sense used here is not a technical expert skilled in such
functional areas as accounting, production, or finance. The change agent is a
behavioral scientist who knows how to get people in an organization involved in
solving their own problems. A change agent's main strength is a comprehensive
knowledge of human behavior, supported by a number of intervention techniques
.The change agent can be either external or internal to the organization. An internal
change agent is usually a staff person who has expertise in the behavioral sciences
and in the intervention technology of OD.
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Sponsoring organization
The initiative for OD programs often comes from an organization that has a problem
or anticipates facing a problem. This means that top management or someone
authorized by top management is aware that a problem exists and has decided to seek
help in solving it. There is a direct analogy here to the practice of psychotherapy: The
client or patient must actively seek help in finding a solution to his problems. This
indicates a willingness on the part of the client organization to accept help and assures
the organization that management is actively concerned.[7]
Systems context
OD deals with a total system — the organization as a whole, including its relevant
environment — or with a subsystem or systems — departments or work groups — in
the context of the total system. Parts of systems — for example, individuals, cliques,
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structures, norms, values, and products — are not considered in isolation; the
principle of interdependency — that change in one part of a system affects the other
parts — is fully recognized. Thus, OD interventions focus on the total culture and
cultural processes of organizations. The focus is also on groups, since the relevant
behavior of individuals in organizations and groups is generally a product of the
influences of groups rather than of personalities.
Self-managing work groups allows the members of a work team to manage, control,
and monitor all facets of their work, from recruiting, hiring, and new employees to
deciding when to take rest breaks. An early analysis of the first-self-managing work
groups yielded the following behavioral characteristics (Hackman, 1986):
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Employees manage their performance and take corrective action when
necessary to improve their and the performance of other group members.
Employees seek guidance, assistance, and resources from the organization
when they do not have what they need to do the job.
Employees help members of their work group and employees in other groups
to improve job performance and raise productivity for the organization as a
whole.
Organizational self-renewal
Understanding organizations
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6. Helpful mechanism: Is a helpful organization that must attend to in order to
survive which as planning, control, budgeting, and other information systems
that help organization member accomplish.[
Modern development
With this call for reinvention and change, scholars have begun to examine
organization development from an emotion-based standpoint. For example, deKlerk
(2007) writes about how emotional trauma can negatively affect performance. Due to
downsizing, outsourcing, mergers, restructuring, continual changes, invasions of
privacy, harassment, and abuses of power, many employees experience the emotions
of aggression, anxiety, apprehension, cynicism, and fear, which can lead to
performance decreases. deKlerk (2007) suggests that in order to heal the trauma and
increase performance, O.D. practitioners must acknowledge the existence of the
trauma, provide a safe place for employees to discuss their feelings, symbolize the
trauma and put it into perspective, and then allow for and deal with the emotional
responses. One method of achieving this is by having employees draw pictures of
what they feel about the situation, and then having them explain their drawings with
each other. Drawing pictures is beneficial because it allows employees to express
emotions they normally would not be able to put into words. Also, drawings often
prompt active participation in the activity, as everyone is required to draw a picture
and then discuss its meaning.
The use of new technologies combined with globalization has also shifted the field of
organization development. Roland Sullivan (2005) defined Organization
Development with participants at the 1st Organization Development Conference for
Asia in Dubai-2005 as "Organization Development is a transformative leap to a
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desired vision where strategies and systems align, in the light of local culture with an
innovative and authentic leadership style using the support of high tech tools.
Action research
Wendell L French and Cecil Bell defined organization development (OD) at one point
as "organization improvement through action research". If one idea can be said to
summarize OD's underlying philosophy, it would be action research as it was
conceptualized by Kurt Lewin and later elaborated and expanded on by other
behavioral scientists. Concerned with social change and, more particularly, with
effective, permanent social change, Lewis believed that the motivation to change was
strongly related to action: If people are active in decisions affecting them, they are
more likely to adopt new ways. "Rational social management", he said, "proceeds in a
spiral of steps, each of which is composed of a circle of planning, action, and fact-
finding about the result of action".
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"Changing": The situation is diagnosed and new models of behavior are explored and
tested.
Figure 1 summarizes the steps and processes involved in planned change through
action research. Action research is depicted as a cyclical process of change. The cycle
begins with a series of planning actions initiated by the client and the change agent
working together. The principal elements of this stage include a preliminary
diagnosis, data gathering, feedback of results, and joint action planning. In the
language of systems theory, this is the input phase, in which the client system
becomes aware of problems as yet unidentified, realizes it may need outside help to
effect changes, and shares with the consultant the process of problem diagnosis.
The second stage of action research is the action, or transformation, phase. This stage
includes actions relating to learning processes (perhaps in the form of role analysis)
and to planning and executing behavioral changes in the client organization. As
shown in Figure 1, feedback at this stage would move via Feedback Loop A and
would have the effect of altering previous planning to bring the learning activities of
the client system into better alignment with change objectives. Included in this stage
is action-planning activity carried out jointly by the consultant and members of the
client system. Following the workshop or learning sessions, these action steps are
carried out on the job as part of the transformation stage.
The third stage of action research is the output, or results, phase. This stage includes
actual changes in behavior (if any) resulting from corrective action steps taken
following the second stage. Data are again gathered from the client system so that
progress can be determined and necessary adjustments in learning activities can be
made. Minor adjustments of this nature can be made in learning activities via
Feedback Loop B. Major adjustments and reevaluations would return the OD project
to the first, or planning, stage for basic changes in the program. The action-research
model shown in Figure 1 closely follows Levin’s repetitive cycle of planning, action,
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and measuring results. It also illustrates other aspects of Lewin's general model of
change. As indicated in the diagram, the planning stage is a period of unfreezing, or
problem awareness. The action stage is a period of changing that is, trying out new
forms of behavior in an effort to understand and cope with the system's problems.
(There is inevitable overlap between the stages, since the boundaries are not clear-cut
and cannot be in a continuous process). The results stage is a period of refreezing, in
which new behaviors are tried out on the job and, if successful and reinforcing,
become a part of the system's repertoire of problem-solving behavior.
Action research is problem centered, client centered, and action oriented. It involves
the client system in a diagnostic, active-learning, problem-finding, and problem-
solving process. Data are not simply returned in the form of a written report but
instead are fed back in open joint sessions, and the client and the change agent
collaborate in identifying and ranking specific problems, in devising methods for
finding their real causes, and in developing plans for coping with them realistically
and practically. Scientific method in the form of data gathering, forming hypotheses,
testing hypotheses, and measuring results, although not pursued as rigorously as in
the laboratory, is nevertheless an integral part of the process. Action research also sets
in motion a long-range, cyclical, self-correcting mechanism for maintaining and
enhancing the effectiveness of the client's system by leaving the system with practical
and useful tools for self-analysis and self-renewal.
OD interventions
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lunchtime meetings between the change agent and a member of the client
organization. Every action that influences an organization's improvement program in
a change agent-client system relationship can be said to be an intervention.
There are many possible intervention strategies from which to choose. Several
assumptions about the nature and functioning of organizations are made in the choice
of a particular strategy. Beckhard lists six such assumptions:
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One of the most difficult tasks confronting the change agent is to help create in the
client system a safe climate for learning and change. In a favorable climate, human
learning builds on itself and continues indefinitely during man's lifetime. Out of new
behavior, new dilemmas and problems emerge as the spiral continues upward to new
levels. In an unfavorable climate, in contrast, learning is far less certain, and in an
atmosphere of psychological threat, it often stops altogether. Unfreezing old ways can
be inhibited in organizations because the climate makes employees feel that it is
inappropriate to reveal true feelings, even though such revelations could be
constructive. In an inhibited atmosphere, therefore, necessary feedback is not
available. Also, trying out new ways may be viewed as risky because it violates
established norms. Such an organization may also be constrained because of the law
of systems: If one part changes, other parts will become involved.
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