Supervisory Practices in Child Welfare Module 2: People Management Instructor’s Guide Activity 11: Practice #7 - Build Capacity of Others Purpose: To build understanding of adult learning theory and styles and apply that understanding in the development of strategies for improving staff performance. Time: 125 min. Objectives: Through this activity, the supervisor will: 1. Explain a performance analysis flowchart. 2. Summarize appropriate opportunities to build worker skills. 3. Summarize adult learning theory and its relevance in developing workers. 4. Name and describe different learning styles. 5. Develop strategies for improving worker performance based on learning styles. Materials: Participant Workbook Kolb Learning Styles Inventory self-scoring booklets Flip chart and markers Projector PowerPoint file Sequence: (of topics/exercises) Time Performance Analysis Flowchart Review of Adult Learning Principles Review of Learning Styles Application to Building the Capacity of Staff Group Exercise – Design a Learning Activity 20 minutes 20 minutes 20 minutes 30 minutes 35 minutes V2: 1/2007 Module 2 Activity 11 Page 1 of 14 Supervisory Practices in Child Welfare Module 2: People Management Instructor’s Guide Activity 11: Build Capacity of Others (Total Minutes = 110) Method Script Tips/Notes Performance Analysis Flowchart (15 minutes) People Management Practices Slide #1 Build Capacity of Others Mod 2 Act 11 Ask: 1 “Practice #7 is ‘Build the Capacity of Others.’ What do you think that means? Why should you be concerned with it? Before you became a supervisor, what things did your supervisor do to help you grow your skills?” “What strategies do you currently use to build your staff skills?” Note: Stress this point. As a supervisor, your job is to get work done through others. You get paid for what your workers do. Not developing your workers is like setting yourself up to fail. (chart responses) Integrative Statement “Recalling your key roles as supervisor, you know that the educative role is critical for developing your staff. Yesterday, we touched upon the creation of a development plan for each worker as part of the PES process. But what do we put in the plan? And how do we decide how to accomplish it? Today, we need to look at what’s involved in developing others by first examining a performance flowchart that will help us analyze performance discrepancies, and answer the critical question: ‘Is it a training issue?’ Then, focusing on those situations where skill development is appropriate we will examine how V2: 1/2007 Module 2 Activity 11 Page 2 of 14 Supervisory Practices in Child Welfare Module 2: People Management Instructor’s Guide adult learning and different learning styles factor into decisions about the creation of learning strategies for your staff.” Display the Performance Analysis Flowchart. Do: Describe Performance Discrepancy No Ignore Important? Yes Yes Skill Deficiency? No No Performance Punishing? Used to do it? (This is a separate slide from Activity file.) Arrange Formal Training Remove Punishment Nonperformance Rewarding? Yes Arrange Positive Consequence No Used Often? Arrange Practice Yes Performance Matters? No Arrange Consequence Arrange Feedback Yes Obstacles? Change Job Remove Obstacles Yes Simpler Way? Arrange On-the-job Training Select Best Solution(s) No Transfer or Terminate Has Potential? Implement Solution(s) Potential Solution Do: Key Points V2: 1/2007 Explain that there are many reasons why employees don’t perform the way we want them to. Review each diamond on the box, and the solutions associated with it. Elaborate upon each with examples from your own experience. Refer them to the workbook pages that cover this material Important? - May seem like a silly question, but it’s a question of balance. Does it matter to the client if your worker is always forgetting to do his/her timesheet? Sometimes supervisors have to pick their battles. Performance Punishing? – What happens if you do good work in your LO? Do you just get more work? Do your accomplished workers get all the most difficult cases? If they close out cases that are running with little effort, they then have to take on new cases that take a great deal of effort to get to the point where they are in that middle ground of manageability… etc. Nonperformance Rewarding? What is the consequence of nonperformance in your LO? Do people avoid the non-performers? Is their reward less work? More time to spend out of the office unaccounted for? Less attention to Module 2 Activity 11 Page 3 of 14 Supervisory Practices in Child Welfare Module 2: People Management Instructor’s Guide what they’re doing? Performance Matters? – Does it make a difference to the worker if he/she performs or not? If there are no consequences for performing, and no consequences for not performing, some people will just not bother. Skill Deficiency? – This means, they don’t know how to do it - even if their lives depended on it! It is a call for some positive learning intervention. Used to do it? – Maybe you have a worker who started out in permanency, after 3 months was assigned to intake, and now 9 months later is back in permanency. But there have been changes in policy and procedure, and he’s a bit rusty on resources and foster care. The next question to ask is did they use to do it? If so, proceed to the next set of solutions. If not, arrange some form of formal training. Used Often? – Maybe they used to do it, but didn’t do it often enough or long enough for it to stick. Now is the time to apply other solutions than a formal training program. Transfer of Learning Slide #2 Mod 2 Act 11 Say: Ask: 2 “Even in situations of formal training, supervisors play a vital role in the transfer of the classroom learning to on-the-job performance.” How do people in this agency typically find out they’re going to training? What typically happens after they return? Should it be that way? V2: 1/2007 Module 2 Activity 11 Page 4 of 14 Supervisory Practices in Child Welfare Module 2: People Management Instructor’s Guide Key Points Say: It is insufficient to simply send your worker without holding some very important conversations before and after they go. Pre-training: o Be familiar with the training program – its objectives, content, intended outcomes, etc. o Discuss the training with your worker. Explain why he/she is going, and what your expectations are for his/her application of the training after it is done. During-training: o Ask your worker to be thinking about how he/she will apply the content/skills learned in the training. o Reinforce that you expect your worker to participate fully, and be responsible for his/her own learning. After training: o Meet with your worker to discuss what he/she learned. o Establish a specific plan and provide opportunity for your worker to apply the learning. o Follow up to assess results and provide feedback. “To build the capacity of others, you need to understand how to structure work experiences that will help them grow. Some basic understanding of adult learning theory and practice is the foundation of this capability. “ Review of Adult Learning Principles (20 minutes) Say: “Let’s reconnect with what you learned about adult learners from Self Management – Learn Continuously.” “Recalling that information, and reflecting on your own preferences and needs in learning situations, what do you know about adult learners? Do: V2: 1/2007 Conduct a brief brainstorming session to surface all they remember about the characteristics of adult learners from Module 1 (Learn Continuously). Module 2 Activity 11 Page 5 of 14 Supervisory Practices in Child Welfare Module 2: People Management Chart only correct recollections. Provide instructive feedback to those who offer up incorrect information. Refer them to the information in their Learner’s Guide on pg. 55. Review a few highlights at your discretion. Summarize this discussion by adding comments to the bullets on pg. 56 in their Guide. (See Key Points below.) Encourage note-taking. Key Points Say: Instructor’s Guide Self-Directed: They need to be actively involved in the learning process. They should be given opportunity to take responsibility for their own learning. Experienced: Adults have accumulated a foundation of life experiences and knowledge that may include work-related activities, family responsibilities, and previous education. They need to connect learning to this knowledge/experience base. Goal Oriented: Adults know what they want to achieve in a learning situation. Relevancy Oriented: They must see a reason for learning something. Learning has to be applicable to their work or other responsibilities to be of value to them. Practical: They must see a reason for learning something. Learning has to be applicable to their work or other responsibilities to be of value to them. They listen to the radio station WIIFM – What’s in it for me? “As you learned in Module 1, experience is a critical component of adult learning. We also shared with you the current model of adult experiential learning as attributed to David Kolb, Professor of Organizational Behavior in the Weatherhead School of Management, Case Western Reserve University. It is the culmination of over 17 years of research and development. Do you remember this working definition of V2: 1/2007 Module 2 Activity 11 Page 6 of 14 Supervisory Practices in Child Welfare Module 2: People Management Instructor’s Guide learning? It characterizes the central role experience plays in how adults learn. A Definition of Learning Slide #3 “Learning is the process whereby knowledge is created through the transformation of experience.” David A Kolb, Experiential Learning Mod 2 Act 11 Do: 2 Refer participants to their Learner’s Guide pg. 57. The adult Experiential Learning Cycle appears without the stages labeled. Draw the cycle without the labels on an easel sheet. Ask participants to recall the names of the stages of the Experiential Learning Cycle. Have them write the names on pg. 57. Show slide #4 conduct a brief discussion of the stages using the teaching points below. Encourage note-taking on the bottom of pg. 57. Adult Learning Cycle Co n cr e t e Ex p e r i e n ce A ct i v e Ex p e r i m e n t a t i o n A b st r a ct Co n ce p t u a l i za t i o n Slide #4 Mod 2 Act 11 Key Points V2: 1/2007 Ob se r v a t i o n a n d Re f l e ct i o n 3 David Kolb (with Roger Fry) created his famous model out of four elements: concrete experience, observation and reflection, the formation of abstract concepts and active experimentation. It is unlike other onedimensional theories of learning that focus only on behavioral or cognitive processes. It is a holistic, integrative model that combines Module 2 Activity 11 Page 7 of 14 Supervisory Practices in Child Welfare Module 2: People Management Instructor’s Guide experience, perception, cognition and behavior. Kolb says that ideally (and by inference not always) this process represents a learning cycle or spiral where the learner 'touches all the bases', i.e. a cycle of experiencing, reflecting, thinking, and acting. Let’s review: Concrete Experience: In this stage of the cycle learning is associated having an experience of something. Reflective Observation: That experience is then processed, pondered, analyzed. No conclusions are drawn yet. Various perspectives and interpretations are considered. Abstract Conceptualization: The result of reflection is the assimilation of the observations and reflections into abstract concepts, theories, or mental models, that explain the experience and provide a blueprint for actions. Active Experimentation: Finally, those theories, concepts and models are experimented with, or tested out in the real world, through subsequent actions which in turn enable the creation of new experiences to reflect upon. And the cycle continues. Say: “David Kolb’s model is widely accepted as an excellent framework for planning teaching and learning activities. In Module 1 on Self Management, you took an instrument, the Kolb Learning Style Inventory, that was built upon Kolb’s model of experiential learning. Let’s review those styles briefly, before we begin to look at how you apply all of this information in building your worker’s skills.” Review of Learning Styles (20 minutes) Do: V2: 1/2007 Break class into groups and assign the activity on pg. 58 of their Learner’s Guide. To debrief, whip around the room asking Module 2 Activity 11 Page 8 of 14 Supervisory Practices in Child Welfare Module 2: People Management Do: Key Points Instructor’s Guide different group members to give the answers to the fill-in-the-blanks and open ended phrases on each of the 3 styles requiring completion. The correct information for this activity follows below. Use these key points to help participants complete Learner’s Guide pg. 58 when debriefing above activity: Assimilating: 1. Combines learning steps of Reflective Observation and Abstract Conceptualization. 2. People with this learning style…are best at understanding a wide range of information and putting it into concise, logical form. They are less focused on people and more interested in abstract ideas and concepts. When learning, they may prefer lectures, readings and analytical models. Converging: 1. Combines the learning steps of Abstract Conceptualization and Active Experimentation. 2. People with this learning style…are best at finding practical uses for ideas and theories. They have the ability to solve problems and make decisions based on finding solutions to questions or problems. When learning, they may prefer to experiment with new ideas, simulations, and practical applications. Accommodating: 1. Combines the learning steps of Active Experimentation and Concrete Experience. 2. People with this learning style…have the ability to learn primarily from hands-on experience. They enjoy carrying out plans and involving themselves in new and challenging experiences. They act on “gut” feelings rather than logical analysis. When learning, they may prefer to do field work and test out different approaches to completing tasks. Summary V2: 1/2007 “In order to “Build the Capacity of Others” you must understand the experiential learning cycle, and the learning styles and preferences associated with it. Module 2 Activity 11 Page 9 of 14 Supervisory Practices in Child Welfare Module 2: People Management Statement: Instructor’s Guide These concepts are of fundamental importance to fulfilling your educative role as supervisors. As we discussed, while adults have preferences for some stages of the cycle, ultimately learning involves activity in all stages. Because of this, it’s important to ensure that you provide and sequence learning activities that represent all stages of the cycle when taking steps to build your workers’ skills.” Application to Building the Capacity of Staff (45 minutes) Say “To fulfill your educative role, it is your responsibility to build the competence of your workers. To that end, you can use the experiential learning cycle to know what to do, and in what sequence, to provide growth-oriented activities that reflect sound principles of adult learning. For the next hour or so, we’re going to surface some learning activities/strategies for working with different style learners. Do: V2: 1/2007 Then, you will learn how to design a series of activities based on the experiential learning cycle.” Break class into 4 groups. Provide each group with easel sheets & markers. Assign one learning style to each group and have the group write the style at the top of their easel sheet. Have groups agree on 2-3 job skills in which they’d like to build their workers’ competence. Have them list these skills next on the easel sheet. Then have groups brainstorm some learning strategies for their assigned style of learner, within the work context, in order to upgrade the skills they listed. Remind them to refer to the page they just completed in their Learner’s Guide which describes the styles and preferences Module 2 Activity 11 Exercise directions are on page on 59 of their Learner’s Guide. Page 10 of 14 Supervisory Practices in Child Welfare Module 2: People Management Instructor’s Guide Show the next slide with directions. Brainstorm! Slide #5 Write your assigned learning style at the top of your easel sheet. Agree on a list of 2-3 staff skills you’d like to improve. For your assigned learning style, identify some teaching strategies and/or activities you can employ to upgrade a worker’s skills in those areas. Eg. Diverging / Managing Caseload Priorities: Mod 2 Act 11 Do: Ask: holding open discussions in a staff meeting to share ideas Posing “what if” situations and brainstorming solutions 4 Allow 10 minutes for their work and have them post their results. Review and add value with additional suggestions. Provide instructive feedback. “Are these strategies appropriate for experienced workers as well as novices? Would the strategy be different for novices, intermediates and advanced workers? How? Do: Say: Do: “These are some good suggestions that show you understand the range of approaches to adult learners. Now we need to pull it all together in a complete learning cycle, because as you remember, one must go through all stages of the cycle for the learning to be complete.” V2: 1/2007 Make notations and suggestions on their posted easel sheets to reflect modifications based on the experience level of the worker. Leave these easel sheets on the wall for them to refer to when designing an experiential learning process based on the learning cycle in the next exercise. Explain that, once a supervisor has determined a worker needs skill-building in a certain competency, they need to think through and plan a process for engaging that worker in a series of learning activities. Explain that the planning process should include opportunity for the worker/learner to experience all stages of the experiential Module 2 Activity 11 Page 11 of 14 Supervisory Practices in Child Welfare Module 2: People Management learning cycle. Provide the examples on the next series of slides to illustrate what that would look like. Connect each activity to the stages of the cycle in which it appears. Discuss the iterative nature of learning, and how activities at each stage build upon what was learned in the previous stages. Do: Instructor’s Guide Review and explain each slide. Check for understanding. Adult Learning Cycle Co n cr e t e Ex p e r i e n ce Ask staff to follow tips and report back on their effectiveness Slides #5-8 A ct i v e Ex p e r i m e n t a t i o n Help staff distill general tips/guidelines for having the “hard conversations” Confronting Skills At a unit meeting, pose a situation from a case. Seek and discuss alternative approaches Ob se r v a t i o n a n d Re f l e ct i o n A b st r a ct Co n ce p t u a l i za t i o n Ask staff to come back to next meeting with 2-3 successful examples from their experiences Mod 2 Act 11 5 Adult Learning Cycle Co n cr e t e Ex p e r i e n ce In next conference, review performance and use of tips. A ct i v e Ex p e r i m e n t a t i o n Help staff person explore what he/she learned from the observation. Distill tips. Confronting Skills During conferencing, discuss and identify weaknesses. Ob se r v a t i o n a n d Re f l e ct i o n A b st r a ct Co n ce p t u a l i za t i o n Assign staff person to shadow co-worker with stronger skills. Tell them what to look for. Mod 2 Act 11 6 Adult Learning Cycle Co n cr e t e Ex p e r i e n ce Write up and post definitions of key terms in workstations. A ct i v e Ex p e r i m e n t a t i o n Have staff determine if the examples meet the definitions of the key terms. Contact Sheet Notes Provide some good & poor examples (from another unit) Have staff review & raise questions Ob se r v a t i o n a n d Re f l e ct i o n A b st r a ct Co n ce p t u a l i za t i o n Ask staff to read and discuss FOLIO instructions (Notes section), defining key terms Mod 2 Act 11 6 Adult Learning Cycle Co n cr e t e Ex p e r i e n ce Have staff person keep a calendar for 1 week with tasks & priority # - review. A ct i v e Ex p e r i m e n t a t i o n Compare model with time log. Identify time wasted or tasks poorly prioritized Managing Time Have Staff person keep a time log for 1 week. Review & Discuss. Ob se r v a t i o n a n d Re f l e ct i o n Share model for Prioritizing time/tasks A b st r a ct Co n ce p t u a l i za t i o n Mod 2 Act 11 V2: 1/2007 7 Module 2 Activity 11 Page 12 of 14 Supervisory Practices in Child Welfare Module 2: People Management Do: Do: Ask: Instructor’s Guide Reconfigure the groups. Break them into 4-5 groups. Give each group another easel sheet. Have groups identify 1 job skill they’d like to associate with their next task. It can be one from their former group work, or a new one. Have groups draw the adult learning cycle on their sheet. Have them write the job skill they want to enhance in the center of the cycle. Have them identify a teaching strategy (series of activities) to take their workers through all phases of the learning cycle around that one job skill. Leave one of the examples from the previous set of slides up on the screen for reference. Have groups begin their work. Allow 15 minutes for these discussions. Provide coaching group to group as needed. Directions and three examples for this exercise are on pp. 60-61 of their Learner’s Guide. Call time and have groups post and share their results. They can record cycles they like in their Learner’s Guides on pp. 62-63. Provide instructive feedback. Debriefing Questions: “What assumptions did you make about the skill level of the staff you were designing your activities for? “How would you do things differently if you were shaping the performance of an experienced staff person v. a novice?” “What did you learn from this activity?” “Do you see learning experiences differently? How?” Concluding Statement: V2: 1/2007 “If you spend very little time in your educative role as a supervisor, it’s time to reconsider. Without growing your workers, you’re doomed to continuously deal with their same deficiencies over and over. In the long run, this will sap you of more Module 2 Activity 11 Page 13 of 14 Supervisory Practices in Child Welfare Module 2: People Management Instructor’s Guide time and energy than you may have to offer. You burnout. Your worker doesn’t grow. Services aren’t improved. This material was presented to help you structure learning experiences for your workers that are grounded in adult learning theory. In doing so, you will greatly increase the likelihood of success of your educative efforts.” Transition Statement V2: 1/2007 “Understanding how to build the capacity of others through the adult learning cycle is a building block for another common and very effective strategy for developing workers: coaching. In our next activity, we’re going to take a look at the concepts and process of coaching, and you will be able to connect that process to the important understanding of how adults learn.” Module 2 Activity 11 Page 14 of 14