Transfer of Learning: Learners

Participate in needs assessments and planning

You can make training more beneficial and relevant to you and your organization by proactively identifying your learning needs, participating in needs assessments and helping to plan for the training and learning activities. By yourself or together with your supervisor and co-workers, consider what new or upgraded skills you need in order to improve the quality of services at your facility. Ask your supervisor what learning activities or other types of interventions are available to address these needs.

Sometimes we don't know what we need, especially in areas such as communication, leadership, supervision and management. These needs can be identified through various types of needs assessments. If your supervisor is conducting a performance needs assessment, or if trainers are on-site collecting information related to a training intervention, communicate what you think are the existing problems at your work site. Offer your suggestions for what skills and training approaches might suit your needs. You can do this by completing questionnaires, participating in discussions with co-workers, volunteering to have your performance observed and assessed, or even offering to help field-test or review new training courses.

Once you have been selected for participation in a learning intervention, there are several important things you can do to prepare for transferring the new knowledge and skills you will learn back to your job. These activities are described below.

Review course objectives and expectations and prepare preliminary action plans

Review the course objectives and expectations and then talk with your supervisor about them. Clarify the ways in which the training objectives are related to your job and how the learning opportunity will improve your work potential, your skills and the services you provide. Discuss your expectations and those of your supervisor. Determine how you will practice and apply your new skills during and after training. Ask what support you will receive from your supervisor.

Compile a list of the agreements you make with your supervisor. These may include:

you will complete pre-course learning activities
you will participate fully in the entire training program (no interruptions allowed)
you will orient co-workers to the new knowledge and skills that will be applied after training
your supervisor will provide opportunities for practicing and strengthening new skills after training
your supervisor and co-workers will actively support your efforts to implement improvements.

This discussion with your supervisor, and a later discussion with co-workers, can help you begin your preliminary action plan by identifying your tentative goals and activities. See the sample action plan for more information.

Begin establishing a support network

Even before the training starts, you can begin to prepare a support network that will help you to apply your new skills. Tell your co-workers about your upcoming training and let them know that you will share key learning points and resources with them afterwards. You may want to schedule a debriefing session to occur soon after the training course so that you can share with them your final action plan and solicit ideas for implementing what you have learned.

Some learning approaches may allow you to practice new skills with co-workers while you are learning. For example, on-the-job learning, self-directed learning and group-based learning that take place over several sessions or modules often include skill practice or assignments that learners must complete between the sessions.

If one or more co-workers are participating in the same training course, you can complete pre-course learning activities together, then share with each other what you hope to gain from the training and how you want to work together to apply your new skills. Talking with your co-workers will help you develop a commitment to support each other to improve your skills and the quality of health care services that you provide.

Complete pre-course learning activities

Prepare yourself to get the most out of the training by completing any required pre-course activities or learning tasks. In addition to the course description and objectives, the trainer may send you some background reading, a self-assessment questionnaire, and case examples or problems to analyze. Some courses require learners to successfully complete a self-directed learning module before they are eligible to start the course. The pre-course activities might also include gathering information or case examples from your own experience or work site to bring for use in training activities. Completing pre-course activities helps to ensure that you are prepared to learn and apply the new content in the course and also provides information that trainers need to make the course more relevant to your experience and working environment.

Supervisors — Before Learning

Supervisors — During Learning

Supervisors — After Learning

Trainers — Before Learning

Trainers — During Learning

Trainers — After Learning

Learners — Before Learning

Learners — During Learning

Learners — After Learning

Co-workers and Others — Before Learning

Co-workers and Others — During Learning

Co-workers and Others — After Learning

Supervisors

Trainers

Learners

Co-workers and Others

Matrix Help

The transfer of learning process is an interrelated series of tasks performed by Supervisors, Trainers, Learners, and Co-workers and Others Before, During and After a learning intervention in order to maximize transfer of knowledge and skills and improve job performance.

The Transfer of Learning Matrix outlines the specific tasks performed by each group during each step of the process. Each row of the matrix corresponds to a group involved in the process: Supervisors, Trainers, Learners, and Co-workers and Others. Each column corresponds to a step of the process: Before Learning, During Learning and After Learning.

To zero in on the specific tasks to be performed by one group during a step of the process, click that square of the matrix. Click a group's name to list all of that group's tasks during the transfer of learning process.