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TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based Improvement Solutions Atlanta, Georgia June 27 – 30, 2017
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Page 1: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

TRICKS OF THE TRADE:Effective Training Strategies

Sean G. KaufmanMPH, CHES, CPH, IFBA CPCEO and Founding Partner

Behavioral-Based Improvement Solutions

Atlanta, GeorgiaJune 27 – 30, 2017

Page 2: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 2 -

Why Do We Train?

Page 3: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 3 -

Why Should We Train?

1. Control for Human Risk Factors

2. Increase Awareness

3. Verify Abilities

4. Learn New Skills

5. Control Risks

Page 4: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 4 -

Training is Maintaining…

Sherertz, Robert J., et al. "Education of physicians-in-training can decrease the risk for vascular catheter infection." Annals of internal medicine 132.8 (2000): 641-648.

McGuine, Timothy A., and James S. Keene. "The effect of a balance training program on the risk of ankle sprains in high school athletes." The American journal of sports medicine 34.7 (2006): 1103-1111.

Bertera, Robert L. "Behavioral risk factor and illness day changes with workplace health promotion: two-year results." American Journal of Health Promotion 7.5 (1993): 365-373.

Burke, Michael J., et al. "The dread factor: how hazards and safety training influence learning and performance." (2011): 46.

Bahn, Susanne. "Workplace hazard identification and management: The case of an underground mining operation." Safety science 57 (2013): 129-137.

Page 5: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 5 -

A Call to Leadership

If leadership does not advocate for training –who will?

Page 6: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 6 -

The Need for Training

Risk is not static – it is constantly changing as a result of the interaction between risk, individual, and

environment.

Page 7: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

Changing Risks…

COPYRIGHT 2014 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 7 -

Page 8: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 8 -

The Need for Training

Perceived mastery and complacency must be controlled for.

Page 9: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 9 -

The Need for Training

Perceptions drive safety attitudes and behaviors –and perceptions change!

P -> A -> B

Page 10: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 10 -

The Need for SOPs

SOPs ensure people with different experiences, education, and perceptions behave consistently around identified

hazards.

Page 11: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 11 -

Goals of Training

Laboratory staff must be trained in both a cognitive and behavioral format. Training increase awareness, ability, and

application of risk mitigation practices.

Evaluation Validation Verification

Language Internal Cognitive

Can individuals understand the language of the SOP?

Are behaviors matching the author’s intent?

Can the individual list the steps of the SOP? (with no SOP present)

Effectiveness External Behavioral

Does the plan reduce risk?Do the behaviors lead to consistent outcomes among different individuals?

Can the individual demonstrate the steps of the SOP? (with no SOP present)

Physical Capability

Can individuals physically do the SOP?

Page 12: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 12 -

Not all Training is Training…

Information is not knowledge. The only source of knowledge is experience.

- Albert Einstein

Awareness•Knowledge• Facts

• Focuses on why

Training•Practices•Behavior

• Focuses on how

Education• Comprehension•Application

• Focuses on what, when, and where

Page 13: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 13 -

Who are We Training?

Novices, practitioners, and experts require different training strategies.

Page 14: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 14 -

The Participants

Do your best to customize training programs to fit the needs of those you are training.

Novice

Practitioner

Expert

APPLICATION AWARENESS

ABILITY

Page 15: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 15 -

The Learning Process (Prochaska)

Participants of training must quickly be made consciously incompetent…hungry to learn!

Unconscious Incompetence

Conscious Incompetence

Conscious Competence

Unconscious Competence

Page 16: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 16 -

The Changing Process (Prochaska)

Practitioners are the hardest to train – Experts are the hardest to change. Know where you participants are in the Change

Process.

Pre-Contemplation Contemplation Preparedness

Action Maintenance Relapse

Page 17: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 17 -

Developing a Training

Training is a strategic process – ensuring time and resources are not wasted and goals are met!

Deliver Program

Develop Program Administration

Develop Program Evaluation

Develop Agenda

Develop Learning Objectives

Identify Resources

Identify Training Goals

Page 18: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 18 -

Measurable Learning Objectives

Page 19: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 19 -

Evaluate Continuously

Page 20: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 20 -

Evaluate Continuously

Page 21: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 21 -

Tips for a Trainer

Trainers have a direct influence on participant engagement.

If you are going to train – come prepared to engage participants.

Love

You

Eye

Page 22: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 22 -

Motivating the Adult Learner

Today – there are many competitors which prevent adults from learning. Use “mental noise” to motivate learner success.

Motivators BarriersNetworking

Opportunities Work

Examinations Money

Direct Feedback Confidence

Self-Directed Learning Family Issues

Individual Challenges Learning Disabilities

Respect of Experience Past Experiences

Page 23: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 23 -

Biggest Trainer Mistake

Let them struggle. You are not there to push the rock for them – you are there to teach them to do it for themselves!

Page 24: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2016 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 24 -

Final Tip…Empathize.

It is not the trainer which carries the burden of change.

It is the learner – and moving an iceberg by themselves may be an impossible challenge.

Page 25: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

COPYRIGHT 2014 Authorization to copy: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, photocopying, or otherwise, without written permission in writing from the copyright holder Sean G. Kaufman, Behavioral-Based Improvement Solutions. All rights reserved. - 25 -

Page 26: TRICKS OF THE TRADE: Effective Training Strategies...TRICKS OF THE TRADE: Effective Training Strategies Sean G. Kaufman MPH, CHES, CPH, IFBA CP CEO and Founding Partner Behavioral-Based

TRICKS OF THE TRADE:Effective Training Strategies

Sean G. KaufmanMPH, CHES, CPH, IFBA CPCEO and Founding Partner

Behavioral-Based Improvement Solutions

Atlanta, GeorgiaJune 27 – 30, 2017

THANK YOU


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