A matrix provides a useful means of presenting the transfer of learning process. The Transfer of Learning matrix on the Main Menu includes suggestions adapted from the research literature and the experiences of supervisors, trainers and learners in the health care field. The suggestions can be adapted to fit many situations, including the use of different types of learning interventions (e.g., classroom, on-the-job, self-directed) and various sorts of supervisory arrangements (e.g., internal on-site, periodic external visits). It may not be possible to implement all of these suggestions as part of any one learning intervention. Some of the suggestions in the matrix may represent a radical change from current policies and procedures at your facility. However, if you can adapt and implement just a few of the ideas described in the matrix, you will improve the likelihood that new knowledge and skills will be applied on the job. The more ideas and suggestions you can implement, the stronger the transfer of learning operation will be. In the process you will also help to lay the groundwork for changing — and improving — the design of future learning interventions.

In addition to the specific suggestions included in the matrix, the following actions are essential to the transfer of learning process:

• Exploring and understanding the relationship of knowledge and skills to the other factors that affect performance at the work site
• Establishing and maintaining structures that support desired performance (e.g., using non-training interventions to influence other factors that affect performance, such as constructive feedback, provision of necessary equipment and supplies, clear protocols, etc.)
• Working collaboratively with all individuals who can support (or might hinder) desired on-the-job performance
• Using action plans or similar devices to set and maintain clear performance objectives and expectations and to document progress and challenges
• Creating a supportive environment in which all workers appreciate their potential to improve services by acquiring new skills and knowledge.

The matrix serves as the organizing mechanism for the content in this guide. The entries on the grid summarize specific actions that supervisors, trainers, learners and their co-workers can take to improve the transfer of learning. Click on any square in the grid to display more detailed descriptions of these actions. The descriptions correspond with the cells in the matrix so that you can easily access more information about the areas that you find most interesting. In the process of using the guide, you may identify additional actions to support full application of new learning in your situation. Be open to these possibilities in addition to those included in this document.