Practices in Safety, Health and Environment Training: An HR Need – An HR Nightmare

1. Practices in Safety, Health and Environment Training: An HR Need – An HR Nightmare Gord Gillis

2. Practices in Safety, Health and Environment Training: An HR Need – An HR Nightmare • Expounding the new ANSI/ASSE Z490.1-2009, Criteria for Accepted Practices in Safety, Health and Environment Training

3. This Training Sucks!Putting the boots to bad training • Expounding the new ANSI/ASSE Z490.1-2009, Criteria for Accepted Practices in Safety, Health and Environment Training

4. American Society of Safety Engineers American National Standard Who are the trainers in an organization? Is training common sense? ANSI/ASSE Z490.1-2009 Criteria for Accepted Practices in Safety, Health, and Environmental Training

5. The Current Landscape & The Road Ahead • “Hit and miss” doesn’t cut it, have to “get it right” the first time • Content and Delivery, we must be good at both • In order to prepare us for the future, training must be effective or we risk being irrelevant

6. Why is Training Important?

7. The training that you provide your workers in your company can be characterized by this word What is training….

8. Learning Objectives of Presentation The current challenge facing training The importance and need to have standardized criteria The management and administrative structure needed The standard for developing first rate training events The standards for delivery phase The standard for evaluating effectiveness & continuous improvement The standard for documentation and record keeping Training Tips Time Permitting

9. Introduction to ANSI Z490 Starting Point Training as part of an effective program Covers all facets of training - recipe Use - Internal and External Complements governmental requirements

10. What’s Inside? ANSI/ASSSE Z490.1-2009 • Scope, Purpose, and Application • Definitions • Training Program Administration and Management • Training Development • Training Delivery • Training Evaluation • Documentation and Record Keeping Annexes: • References • Training Course Development Guidelines • Safety, Health and Environmental Trainer’s Checklist

11. What is the Scope, Purpose & Application of this Standard? • Scope • Purpose • Application Establishes Criteria Provide Accepted Practices Recommended for…

12. Definitions – What’s in a Word? • Training Course • Training Event • Training Program • Training Provider • Certificate • Training Professional • Credit • Learning Objective • May • Shall • Should • Trainer • Training

13. For Example, the definition of “Training” Any activity provided to trainees to gain, improve, or retain specified knowledge, skills, or abilities

14. Training Program Administration and Management What are the Criteria for Training Program Administration Clear accountability Minimum elements Resource Management and Administration Program Evaluation

15. CSA Z1000 Occupational Health and Safety Management What is meant by clear accountability?

16. What are the minimum elements of a training program? Training development Training delivery Training evaluation Program documentation Written training program

17. What is meant by Resource Management & Administration? Personnel are supported Budgets Personnel Laws are met Technical expertise and information Suitable facilities Technology and equipment Records

18. What do we mean by evaluating the training program? Training program management Training organization & Admin Training process Training results

19. What do you do when the gap is too great?

20. What is the process of Training Development? Training Development • Needs Assessment • Learning Objectives • Adult Learning Principles • Course Design • Evaluation Strategy • Criteria for Completion • Continuous Improvement

21. Training is not always the answer • Sometimes it is • Sometimes it is isn't • Sometimes it is part of an overall plan In fact…….it may be the last resort

22. Is Training the Correct Response?

23. What is a Training Needs Assessment? • Audience • Knowledge • Job review • Site Specific Info • Trainee • Previous Training • Regulation

24. What are Learning Objectives? • What are they? • What do they include? • They must be SMART

25. What’s involved in Course Design? • Delivery Method • Content • Instructional Materials • Trainer’s Guide • Physical Environment • Time Allocation • Trainer Criteria • Trainer’s Guide Includes: • outline • learning objectives • prerequisites • scheduled time for instruction • required training aids and handouts • physical environment requirements • emergency evacuation procedures • evaluation tools • list of reference materials • date of publication • revision date.

26. What is my Evaluation Strategy? Observation Written Tests Oral Tests Case Studies Practical Exam Assignments

27. What is the Criteria for Completion of the Training? • Ahead of time • Qualitative • Requirements for Participation • Failure to complete • What if they fail and fail?

28. What about Continuous Improvement? • Observations • Laws, Standards, Codes and Guides • Course Evaluations • Tests • Interview management and staff • Periodic • Look Here • What’s Next

29. Training Delivery – What are the Trainer Criteria Training Delivery • What Makes a Trainer Good? • What Makes a Trainer Bad?

30. What are the Trainer Criteria? 1. Subject Mater Expertise 2. Training Delivery Skills 3. Continuing Education 4. Document Qualifications

31. Methods and Materials: What is the Role of the Trainer? • Planning and preparation prior to delivery • Managing the learning environment • Effective use of delivery aids and learning technologies • Application of appropriate adult learning principles • Feedback and communication – Not always

32. Training Delivery

33. Training Evaluation – What do you want to know? Did they learn it? Did I teach it? Are they happy? Did it work?

34. What are some Evaluation Approaches? 1. Reaction Survey 2. Evaluation of Knowledge, Skills and Abilities 4. Organizational Results 3. Observation of Performance

35. A Reminder on Continuous Improvement Evaluation Training Program

36. Separate Training from Supervision My mother used to say, “If it is not broken, don’t fix it” What happens when workers know more about something than supervisors?

37. Is this supervision or training?

38. Documentation If you can’t prove it, you didn’t do it!

39. What about Documentation and Record Keeping? • Retrievable, readily identifiable, and maintained in an orderly manner • Current, accurate, legible, and dated • Retained for a specified period • Meet applicable legislative or regulatory requirements

40. What kind of Records do you want to Keep? • Development Records • Delivery Records • Evaluation Records • Research & Development • Class Lists and Summaries • Course Evaluations & Tests

41. How do you balance Confidentiality and Availability? Safe Assessable

42. What’s on a Certificate? • trainee’s name • course title • date and hours of instruction • a statement that the trainee has successfully completed the course • name and address of the training provider • date the periodic refresher is due (if required) or expiration date • unique trainee identification number • level of training or type of certificate awarded (if applicable) • other information required by regulation • number of credits, if issued • signature of the trainer or training provider

43. Annexes References Training Course Development Guidelines Safety, Health and Environmental Trainer’s Checklist

44. Annex - References • ISO 9001, Quality Management Systems – Requirements. • ISO 14001, Environmental Management Systems – Requirements with Guidance for Use. • ISO 14004, Environmental Management Systems – General Guidelines on Principles, Systems and Support Techniques. • ANSI/ASQC Z1.11, Quality Assurance Standards – Guidelines for the Application of ANSI/ASQC Q9001 or Q9002 to Education and Training Institutions. • ANSI/AIHA Z10, American National Standard for Occupational Health and Safety Management Systems • ANSI/IACET 1, Standards for Continuing Education and Training. ANSI/ISO/ASQ Q9001, Quality Management Systems Requirements. NIOSH 98-145, Assessing Occupational Safety and Health Training. NIOSH 99-142, A Model for Research on Training Effectiveness. OHSAS 18001, Occupational Health and Safety Assessment Series • OSHA 2254, Training Requirements in OSHA Standards and Training Guidelines. • Criteria and Guidelines for Use of the Continuing Education Unit. Council on the Continuing Education Unit; Silver Spring, Maryland, 1979. • Kirkpatrick, Donald L. and James D. Kirkpatrick, Evaluating Training Programs: The Four Levels. Berrett-Koehler Publishers; San Francisco, California, 2006. • Parry, Scott B., Evaluating the Impact of Training: A Collection of Tools and Techniques. American Society for Training & Development; Alexandria, Virginia, 1997.

45. Annexes – Training Course Development Guidelines • Course Development Procedures • Steps in Course Development • Determine Training Requirements • Data Collection/Needs Analysis • Review a Job Analysis • Ensure course relevancy in the organizational plan • Write Learning Objectives • Select and Sequence Course Content • Select and Prepare Training Aids • Determine Trainer Requirements • Set Course Prerequisites • Develop Training Materials • Course Outline • Trainer Guide • Establish Time Allocations

46. Steps in Course Development determine training requirements select training objectives translate training objectives into performance terms construct appropriate criterion measures select and sequence the course content select instructional strategies and methods determine equipment requirements determine the number and type of trainers required establish course prerequisites identify and procure training aids develop instructional materials establish time allocations evaluate the course in trial operation analyze test results and take actions indicated follow up on course graduates

47. Data Collection & Needs Analysis: Turning Questions into Answers on-site job task analysis jobholder interviews and observations jobholder questionnaires job supervisor questionnaires management interviews surveys of injuries, illnesses, and near misses applicable regulations

48. Trainer’s Checklist • Training Delivery • Planning and Preparation • Special Issues Involved in Different Training Delivery Techniques • A. On-the-Job Training • B. Traditional Training • C. Advanced Technology Training • Other Considerations for Trainers • Key Points of Delivery

49. Training Delivery - Hallmarks of an Effective Trainer Establishes a positive atmosphere Creates an environment for participation Describes his or her role Express priority is meeting the trainees’ learning needs Describes learning objectives Presents agenda Makes good use of training aids and materials Uses all materials and aids designed for the course Encourages class participation Has backup plans in place Ability to manage the physical facility so that learning is promoted.

50. Key Points of Delivery • Introduction • Present the overall Picture • Main Body • Present required and desired information • Conclusion • Should be planned and rehearsed