T&D NOTES
T&D NOTES
Objectives of Training:
Types of Training:
Type Description
Orientation for new employees to introduce them to the
Induction Training
organization, its culture, policies, and processes.
Practical training at the workplace, under supervision.
On-the-job Training
Example: shadowing a senior employee.
Conducted outside the workplace (seminars, workshops,
Off-the-job Training
simulations). Example: technical skill workshops.
Focused on job-specific technical skills (e.g., software training,
Technical Training
machine operations).
Improves communication, leadership, emotional intelligence,
Soft Skills Training
time management, etc.
Updates employees on latest changes in the field. Suitable for
Refresher Training
experienced employees.
Managerial/Executive Aimed at enhancing leadership and strategic decision-making
Training abilities.
HRM refers to the effective management of people in an organization to help the business
gain a competitive advantage. It involves acquiring, training, appraising, compensating, and
maintaining employees.
Objectives of HRM:
Functions of HRM:
Function Description
Human Resource
Anticipating future staffing needs and planning accordingly.
Planning
Recruitment and
Attracting, screening, and hiring the right candidates.
Selection
Training and Enhancing employee capabilities through systematic training
Development programs.
Performance Appraisal Evaluating employee performance and providing feedback.
Compensation
Designing fair and motivating pay structures.
Management
Handling grievances, maintaining discipline, and fostering
Employee Relations
employee satisfaction.
Health and Safety Ensuring safe working conditions.
Compliance Following labor laws and employment regulations.
Training and development are strategic tools within HRM aimed at:
🟨 What is Training?
Training is a planned and systematic activity designed to improve an individual’s
knowledge, skills, and competencies to perform a specific job or role effectively.
🔹 1. Skill Development
Helps employees gain new or improve existing technical and soft skills relevant to their job.
🔹 2. Improved Performance
Enables employees to perform more efficiently, leading to better quality, productivity, and
consistency.
🔹 3. Employee Adaptability
When employees feel the organization is investing in their growth, it improves motivation
and job satisfaction.
🔹 6. Leadership Development
Identifies and prepares future managers and leaders through structured development
programs.
🟩 Importance of Training
✅ 1. Increases Efficiency and Productivity
Well-trained employees work faster, make fewer mistakes, and deliver better results.
✅ 3. Ensures Standardization
Training helps in standardizing tasks and reducing variation in how work is done.
✅ 4. Enhances Safety
Especially in industrial and hazardous jobs, training in safety protocols reduces accidents.
Trained employees tend to deliver better customer service, innovation, and product quality.
✅ 7. Legal Compliance
Some training (e.g., on sexual harassment, workplace safety) helps organizations comply
with labor laws.
Once the needs are identified, clear and measurable objectives are set. These define:
In this step, the structure and content of the training are created, including:
Now the training is delivered to the employees using the chosen methods:
Conducting sessions
Providing hands-on practice
Encouraging participation and interaction
Feedback forms
Tests and quizzes
Performance metrics
🟨 What is Learning?
Learning is the process of acquiring new knowledge, skills, behaviors, attitudes, or values
through study, experience, practice, or teaching.
In HRM, learning is essential for employees to grow, adapt, and perform effectively in their
roles.
🟦 Objectives of Learning
The main goals or objectives of learning in an organizational or academic setting include:
✅ 1. Knowledge Acquisition
✅ 2. Skill Development
To develop technical, interpersonal, and decision-making skills required for specific tasks.
✅ 3. Behavioral Change
To influence or change attitudes, behavior, and thinking patterns for better workplace
conduct.
✅ 4. Performance Improvement
✅ 5. Adaptability
To help individuals cope with organizational changes, new technologies, or job roles.
✅ 6. Problem Solving
🟩 Importance of Learning
Learning is a foundation for personal growth and organizational success. Here’s why it is
crucial:
🔹 1. Employee Growth
Helps individuals improve their capabilities and boost confidence in performing tasks.
🔹 2. Organizational Competitiveness
Organizations with a culture of learning innovate faster and adapt to market changes better.
🔹 3. Career Development
🔹 4. Increased Productivity
Learning improves job knowledge and skill, resulting in higher efficiency and performance.
🔹 5. Job Satisfaction
Employees who learn and grow feel more engaged and motivated at work.
🔹 6. Reduction in Errors
🔹 1. Readiness
Learning occurs best when the learner is physically, mentally, and emotionally
ready.
Motivation and interest increase the willingness to learn.
Example: A new recruit will grasp job training better if they are excited and open to learning.
🔹 2. Exercise (Practice)
Repetition strengthens learning; the more often a task is practiced, the better it is
learned.
Practice helps transfer short-term knowledge into long-term memory.
🔹 3. Effect
Learning is strengthened when it results in satisfaction or a pleasant experience.
Positive reinforcement (praise, rewards) encourages continued effort and learning.
Example: Employees are more likely to apply a new skill when it’s appreciated by managers.
🔹 4. Primacy
Example: Teaching safety procedures correctly the first time is critical in a factory setting.
🔹 5. Recency
Example: Trainers summarize key points at the end of a session to reinforce retention.
🔹 6. Intensity
Example: A hands-on fire drill is more impactful than reading safety rules.
🔹 7. Freedom
Learning improves when individuals are free to make choices, ask questions, and
participate.
Example: A training session that allows open discussion often results in deeper
understanding.
🔹 8. Association
New information is learned more easily when it can be related to existing knowledge.
Example: Instant feedback on quizzes helps students fix errors and reinforce correct
responses.
🔷 1. Motivation
Internal (curiosity, career goals) or external (rewards, promotions) factors drive motivation.
🔷 2. Stimulus
The learning experience begins when a stimulus (e.g., training material, discussion,
demonstration) is introduced.
This triggers the learner to start thinking or engaging.
🔷 3. Response
🔷 4. Reinforcement
🔷 5. Retention
🔷 6. Transfer
The final step is the application (transfer) of what is learned to real-life situations.
This proves that learning is complete and useful.
🔹 1. Behaviorism
Main Idea: Learning is a change in behavior resulting from the interaction with the
environment.
Focus: Observable behaviors, reinforcement, and punishment.
Key Theorists: Ivan Pavlov, B.F. Skinner, John Watson
Learning Process:
o Stimulus (external event) leads to a response (behavior).
o Reinforcement (positive or negative) strengthens the desired behavior.
Example: A trainee receives praise (reinforcement) every time they complete a task
correctly.
Criticism: Overemphasis on external behavior and neglect of internal cognitive
processes.
🔹 2. Cognitivism
Main Idea: Learning involves internal processes such as thinking, memory, problem-
solving, and understanding.
Focus: Mental structures, schemas, and cognitive processes.
Key Theorists: Jean Piaget, Jerome Bruner, Lev Vygotsky
Learning Process:
o Learners actively process information by organizing it into mental structures.
o The brain is like a computer that processes and stores information.
o Emphasizes the role of prior knowledge and understanding.
Example: A student makes connections between new information and what they
already know.
Criticism: Overemphasis on internal mental states and not enough on behavior.
🔹 3. Constructivism
Main Idea: Learning is an active process where learners build their own
understanding based on experiences.
Focus: Learners construct knowledge through experiences, reflecting on them, and
relating them to prior knowledge.
Key Theorists: Jean Piaget, Lev Vygotsky, Jerome Bruner
Learning Process:
o Learning occurs through exploration, problem-solving, and self-reflection.
o Learners create meaning from their experiences and apply them to new
situations.
Example: In a training session, learners solve real-world problems by applying
concepts they have learned.
Criticism: It can be difficult to assess learning outcomes due to the subjective nature
of the theory.
Main Idea: Learning occurs through observing others and imitating their behaviors.
Focus: The role of social interactions, modeling, and observation.
Key Theorists: Albert Bandura
Learning Process:
o Observing and imitating others (models) are critical to learning.
o Reinforcement and motivation influence the likelihood of imitation.
Example: A trainee learns a new skill by watching a mentor demonstrate it.
Criticism: Too much focus on imitation, and less on internal cognitive processing.
🔹 5. Humanism
🔹 1. Motivation
Internal Motivation: Intrinsic desires, such as personal growth or a love for learning.
External Motivation: External rewards like promotions, grades, or recognition.
Impact: Higher motivation leads to better focus, engagement, and persistence in
learning.
🔹 3. Learning Environment
🔹 4. Cognitive Abilities
🔹 5. Emotional State
Stress and Anxiety: High levels of stress or anxiety can hinder learning by affecting
concentration.
Positive Emotions: Emotions like confidence, curiosity, and enjoyment can boost
motivation and engagement.
Impact: Positive emotional states enhance the ability to learn, while negative ones
can impede it.
🔹 6. Learning Styles
Social Influences: The learner’s social group, peer interactions, and support systems
can impact learning.
Cultural Background: Cultural values and beliefs can shape the learning process.
Impact: Cultural background and social context affect how learners interpret and
apply knowledge.
Learning is the process by which individuals acquire new knowledge, skills, behaviors, or
attitudes through experience, study, or teaching. It is a relatively permanent change in
behavior or understanding that occurs due to exposure to stimuli or events in the
environment. Learning can happen consciously (through study) or unconsciously (through
exposure or repetition).
2. Characteristics of Learning
Continuous Process: Learning happens throughout life, not limited to a specific time
or stage.
Active Process: The learner actively participates in making sense of new information.
Permanent Change: The change resulting from learning is relatively permanent and
modifies future behavior.
Occurs Through Experience: Learning can occur through direct experience (hands-
on), observation (watching others), or instruction (formal or informal teaching).
3. Types of Learning
4. Stages of Learning
Attention: Focusing on the relevant information or task to begin the learning process.
Encoding: Converting the information into a format that can be stored in memory.
Storage: Retaining the encoded information over time.
Retrieval: Accessing the stored information when needed.
2. Theories of Behavior
🔹 Behaviorism
Main Idea: Behavior is shaped by the environment and can be modified through
conditioning.
Key Proponents: Ivan Pavlov, B.F. Skinner, John Watson.
Focus: Observable behavior, external stimuli, and responses.
Main Idea: Behavior is learned by observing others and imitating their actions.
Key Proponent: Albert Bandura
Focus: Modeling, imitation, and observation in social contexts.
Example: A child imitates the behavior of a parent or peer, such as learning how to
solve a math problem by observing someone else do it.
3. Types of Behavior
🔹 Learned Behavior
🔹 Voluntary Behavior
Definition: Behavior that is consciously controlled and purposeful.
Example: Deciding to study for an exam or choosing what to eat for dinner.
🔹 Involuntary Behavior
Learning History: Past experiences and learned behaviors influence how a person
reacts to a current situation.
Social Influence: Peer pressure, group norms, and social expectations can modify
behavior.
Environmental Factors: The physical surroundings (like noise, temperature) or
social context can affect how individuals behave.
Cultural Factors: Cultural values and norms significantly impact what behaviors are
accepted or expected in certain situations.
Biological Factors: Genetics and brain functions can influence behaviors, such as
predispositions toward certain activities or conditions (e.g., extroversion, addiction).
Emotions: Emotional states, like anger or happiness, can prompt immediate
behavioral reactions.
Motivation: Intrinsic or extrinsic motivations guide behavior by either pushing
individuals toward or away from particular actions.
Reinforcement and Punishment: The consequences of behavior—whether positive
or negative—determine whether that behavior is likely to be repeated.
Example: If a person is praised for making a correct decision in a workplace situation, they
are likely to repeat the behavior in future scenarios due to positive reinforcement.
Pedagogy refers to the art and science of teaching. It encompasses the methods, strategies,
and approaches teachers use to facilitate learning. Pedagogy is not only about delivering
content but also about creating an environment that promotes deep understanding and critical
thinking.
Pedagogy plays a critical role in shaping the learning experience. The way content is taught
significantly influences how well learners understand, retain, and apply knowledge. The
teacher’s approach, the use of resources, and the teaching environment all contribute to a
successful pedagogical approach.
🔹 Traditional Pedagogy
🔹 Progressive Pedagogy
🔹 Constructivist Pedagogy
Description: Based on the idea that learners actively construct their own
understanding and knowledge. The teacher’s role is to support learners by providing
them with experiences and helping them reflect on those experiences.
Example: Hands-on experiments, problem-solving activities, and interactive
discussions.
🔹 Montessori Pedagogy
🔹 Inquiry-Based Pedagogy
Description: Encourages students to ask questions, explore, and seek out answers
independently or in collaboration with peers. Teachers serve as guides and facilitators.
Example: Students investigate a topic, conduct research, and present their findings.
🔹 Active Learning
Concept: Involves students in the learning process through activities like discussions,
problem-solving, and hands-on tasks, rather than passively receiving information.
Example: Group debates, case studies, role-playing, and simulations.
🔹 Differentiated Instruction
Concept: Tailoring instruction to meet the diverse needs, learning styles, and abilities
of students.
Example: Providing visual aids, varied reading levels, or different types of
assignments to accommodate different learners.
🔹 Collaborative Learning
Concept: Learning in groups where students share ideas and work together to solve
problems or complete tasks.
Example: Group projects, peer teaching, and cooperative learning exercises.
🔹 Flipped Classroom
Concept: Students learn new content at home (often through video lectures), and
class time is used for deeper discussion, problem-solving, and application of
knowledge.
Example: Pre-recorded lectures, followed by in-class group activities to apply the
concepts.
5. Pedagogical Models
Bloom’s Taxonomy: A model for categorizing learning objectives that range from
simple recall of facts (Remembering) to higher-order thinking like evaluating and
creating.
Kolb’s Experiential Learning Cycle: A four-stage model for learning that
emphasizes the importance of concrete experience, reflective observation, abstract
conceptualization, and active experimentation.
Modern pedagogical approaches have evolved to emphasize holistic development and the
creation of critical thinkers:
Targeted Training Programs: By identifying specific skills gaps, TNA helps create
focused training programs that address the most critical learning needs.
Resource Optimization: It helps to avoid wasting time and resources on unnecessary
training and ensures that employees receive only the training that is necessary for
their roles.
Improved Employee Performance: Addressing skill gaps can lead to improved
performance, productivity, and overall work quality.
Organizational Growth: Ensuring that employees are equipped with the right skills
aligns with the organization’s goals, fostering growth and development.
Employee Satisfaction: Providing relevant training based on employees' needs can
lead to increased job satisfaction, motivation, and engagement.
Compliance and Legal Requirements: In some industries, training is mandatory for
regulatory compliance, and TNA ensures that employees are properly trained in these
areas.
This step involves understanding the organization's strategic goals and objectives and
determining whether the employees' current skills are aligned with these goals. The analysis
examines:
By understanding the organization’s needs, you can identify whether the problem lies in
employee skills, job design, or other factors that require training.
This step focuses on analyzing specific roles and tasks within the organization to determine
the knowledge, skills, and abilities (KSAs) required for employees to perform their tasks
effectively. Job analysis helps identify the following:
Core job functions and competencies.
Skill gaps between current employee performance and desired performance.
Task-specific knowledge and technical skills.
Behavioral expectations for different roles.
The individual analysis focuses on assessing employees' current performance to identify areas
where training is needed. This step evaluates:
It helps in understanding whether individual employees need training or if the issue is related
to the group or organizational level.
After conducting organizational, job, and individual analyses, the next step is to compare the
current performance and skills with the desired performance. Identifying the gaps involves:
Analyzing data from the assessments (e.g., performance reviews, skills audits).
Identifying specific knowledge, skills, and abilities that employees are lacking.
Prioritizing training areas that will have the most significant impact on organizational
success.
1. Surveys/Questionnaires
Surveys or questionnaires are a cost-effective and efficient way to collect feedback from
employees. They can be designed to assess:
Interviews provide in-depth insights into employee needs. Managers, supervisors, and
employees can be interviewed to understand the specific skills gaps and challenges faced.
This method is more qualitative than surveys.
3. Focus Groups
Focus groups involve small groups of employees discussing their training needs. This method
allows for a deeper understanding of employees' perspectives on skill gaps and the areas
where they feel improvement is necessary.
4. Observation
Direct observation of employees' work practices can help identify skills gaps and areas of
improvement. Supervisors or training professio
5. Benchmarking
Benchmarking involves comparing the organization’s performance and employee skills with
industry standards or competitors. This can help identify areas where training is needed to
ensure the company remains competitive and up-to-date.
Lack of clear goals: If organizational goals are unclear or shifting, it can be difficult
to assess training needs accurately.
Resistance to assessment: Employees or managers may resist the training need
analysis process if they feel it’s time-consuming or irrelevant.
Subjectivity: Personal biases or perceptions of the person conducting the assessment
may skew the results.
Lack of resources: Conducting a comprehensive TNA can be resource-intensive,
requiring time, skilled personnel, and tools.
Dynamic business environment: Changes in the business environment (such as
technology or market conditions) can quickly make training needs obsolete or change
their priority.
✅ 1. Instructional Objectives
📌 Definition:
Instructional objectives are clear, specific statements of what learners will be able to do at
the end of the training program. They guide the entire training process—what to teach, how
to teach, and how to evaluate.
📌 Types of Objectives:
✅ 2. Lesson Planning
📌 Definition:
A lesson plan is a detailed guide created by the trainer to deliver training in a structured and
logical way. It outlines what will be taught, how it will be taught, and in what time frame.
Element Description
Title Topic of the session
Duration Time allotted (e.g., 45 mins, 2 hours)
Learning Objectives What learners should achieve by end of the session
Training Materials Tools, handouts, PPTs, videos, etc.
Content Outline Key concepts, theories, models
Training Methods Lecture, group discussion, role play, case study, etc.
Activities Exercises, simulations, quizzes
Assessment Methods Tests, observation, feedback forms
Follow-up Assignments or tasks after the session
✅ 3. Trainer Selection
📌 Definition:
Trainer selection is the process of choosing the right individual(s) to deliver the training.
The trainer plays a key role in achieving training success through their expertise,
communication skills, and ability to engage participants.
📌 Criteria for Selecting Trainers:
Criteria Explanation
Subject Expertise In-depth knowledge and practical experience in the training topic
Training Experience Prior experience in conducting workshops or training sessions
Communication Skills Ability to explain clearly, listen actively, and engage learners
Adaptability Can adjust content or pace as per learner needs
Presentation Skills Use of body language, voice modulation, and visual aids
Empathy and Patience Understands learners’ challenges and supports them
Assessment Ability Can evaluate participant understanding and give feedback
📌 Types of Trainers:
1. Internal Trainers:
o Existing employees or managers.
o Understand company culture and needs.
o Cost-effective, but may lack neutrality or formal training skills.
2. External Trainers:
o Consultants or professional training agencies.
o Offer specialized knowledge and training methods.
o More costly but can bring fresh perspectives.
📘 Training Implementation
Training Implementation is the execution phase of the training process, where the
designed training program is delivered to the participants. It involves coordinating all
resources, logistics, trainers, and learners to ensure the training is conducted effectively and
achieves its objectives.
1. Pre-Training Preparation
🔹 a. Logistics:
🔹 b. Communication:
2. Training Delivery
🔹 a. Opening Session:
🔹 b. Session Execution:
🔹 c. Time Management:
🔹 d. Learning Support:
🔹 b. Learner Engagement:
🔹 c. Problem Handling:
🔹 a. Formative Assessment:
🔹 b. Feedback Mechanisms:
🔹 c. Collect Feedback:
Use training evaluation forms to assess:
o Trainer effectiveness
o Content relevance
o Facilities/logistics
o Overall satisfaction
Challenge Solution
Low participant interest Use ice-breakers, energizers, and relatable examples
Technical issues (in online mode) Do a dry run, keep a tech team on standby
Time overruns Stick to schedule, prioritize content
Resistance to learning Show benefits, engage through practical relevance
📘 Training Evaluation
✅ Definition:
Training Evaluation is the process of measuring the effectiveness, efficiency, and impact of
a training program on the learners and the organization. It assesses whether the training
objectives were achieved and how the training contributed to improving skills, knowledge,
behavior, and job performance.
Importance Explanation
Confirms whether learning took place and objectives were
✅ Validates effectiveness
achieved
✅ Ensures accountability Justifies time and cost spent on training
✅ Identifies strengths &
Helps improve future training design
weaknesses
✅ Enhances learning outcomes Encourages continuous improvement in learning strategies
✅ Supports management decisions Helps in promoting, retaining, or upskilling employees
✅ Measures ROI Calculates business benefits vs. cost of training
4. Collect Data
5. Analyze Data
6. Make Recommendations
7. Report Results
3. 👀 On-the-Job Observation
Used for: Measuring job performance and behavioral change (Level 3).
Method: Supervisors, peers, subordinates, and self-assessments.
Indicators:
o Productivity levels
o Quality of work
o Interpersonal skills
Example:
If a ₹1,00,000 training improves productivity by ₹1,50,000 → ROI = 50%
🔢 Level 1: Reaction
✅ What it Measures:
📌 Key Questions:
🧪 Tools/Methods:
Feedback forms
"Smiley sheets"
Short surveys at the end of training
🎯 Purpose:
To understand how participants felt about the training and the environment, which can
influence their motivation to learn.
🔢 Level 2: Learning
✅ What it Measures:
📌 Key Questions:
🧪 Tools/Methods:
🎯 Purpose:
✅ What it Measures:
📌 Key Questions:
🧪 Tools/Methods:
🎯 Purpose:
To find out if the training is actually being used in the workplace and making a practical
difference.
🔢 Level 4: Results
✅ What it Measures:
📌 Key Questions:
🧪 Tools/Methods:
🎯 Purpose:
📊 Real-World Example:
📘 What is Training?
🔹 2. Off-the-Job Training
In this method, training is provided at the workplace while the employee is doing the actual
job. It is practical, cost-effective, and immediate.
✅ Techniques of OJT:
Technique Description
Employees are moved from one job to another to gain wider
Job Rotation
experience and flexibility.
A long-term training combining classroom instruction with
Apprenticeship
practical work, common in trades.
One-on-one training by a supervisor or senior colleague for
Coaching
personal guidance.
A senior employee provides career guidance, psychological
Mentoring
support, and learning.
Job Instruction Training Step-by-step instruction with demonstration and feedback by a
(JIT) trainer.
Temporary job placement for students or freshers to gain
Internship
practical exposure.
Employees are assigned to problem-solving teams for
Committee Assignments
experiential learning.
📌 Advantages:
Real-time learning
Cost-effective
No need for separate facilities
❌ Disadvantages:
🔹 2. Off-the-Job Training
This training occurs away from the actual workplace, allowing full concentration on learning.
Technique Description
Lectures/Classroom Instruction Trainer delivers theoretical content to a large group.
Conferences & Seminars Interactive discussions led by experts.
Trainees analyze real-life problems and propose
Case Study Method
solutions.
Participants act out situations to develop interpersonal
Role Play
and decision-making skills.
Realistic job environment is created for safe,
Simulation
controlled practice.
A separate training area with similar equipment used
Vestibule Training
for job training.
Self-learning through modules, booklets, or computer-
Programmed Instruction
based training.
E-learning / CBT (Computer-Based Digital modules with videos, quizzes, and
Training) assignments.
Management Games / Business Strategic decision-making activities to improve
Games leadership and team skills.
📌 Advantages:
❌ Disadvantages:
Expensive
Less realistic
Requires disengagement from work
✅ Based on Purpose:
Method Description
Online training modules (video, quizzes, interactive
E-learning
simulations)
Mobile Learning
Learning through mobile apps and devices
(mLearning)
Virtual Reality (VR) Immersive 3D simulation training (used in surgery, aviation,
Training etc.)
Webinars/Webcasts Live or recorded sessions over the internet
Blended Learning Combines traditional and digital training methods