Knowledge Transfer and On-the-Job Training Save the Day in this Economy

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Steve Trautman

It is no secret that, for many organizations, training is one of the first and easiest cuts to make when money is tight.  The need for training doesn't go away, just the budget.  Tough economic times cause companies to reduce headcount, reorganize, merge, outsource, retool, add products, chase new markets, and act in many other creative ways.  Each of these actions creates a transition such as an employee taking on a new role, a team introducing a new process or a new technology, or a partnership requiring a reset on "how we do things around here."

In each of these transitions, there are people who "know" and people who "need to know."  With formal training dollars slashed, the only way this training will happen is on the job.  Experienced people will be called on to teach what they know to their less experienced colleagues.  They'll have to break their knowledge down into manageable chunks, teach with deference to learning styles, test to ensure that they have been heard, and then give feedback on the resulting work--all while carrying a regular workload.

You can call this process peer mentoring, on-the-job training, job shadowing, or the buddy system--but whatever you call it, you'll find that some people do it well and others less so.  In my experience, if you have subject matter experts who are competent (meaning that you'd like others to model their efforts after them) and willing, they can be taught to be excellent on-the-job trainers.  They need clear direction on what is to be taught, tools for breaking the job down and making the transfer measurable, plus an "apprentice" or two who have been assigned to learn.  With that foundation, peer mentors can carry much of the weight of reduced training resources. 

Beth McCoy, team leader of the Chemical Technology Team at the U.S. Army's Natick Soldier Research Development and Engineering Center, has experienced this firsthand. About three years ago, she began implementing a knowledge transfer toolset called Peer Mentoring to ensure that her team would continue to grow and develop even without much in the way of formal training available.

Beth and I will be co-presenting at APQC's knowledge management conference next week. In addition to sharing Beth's story, we'll lay out specific steps that can be used to grow an army of trainers within your existing staff.  I hope you'll be able to join us.

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Steve Trautman is the creator of the Peer Mentoring Workshop and the author of Teach What You Know: A Practical Leader's Guide to Knowledge Transfer.

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He will be presenting at APQC's upcoming knowledge management conference, The Knowledge Transfer Revolution: New Paradigms, New Payoffs, in conjunction with Elizabeth McCoy of the U.S. Army's Natick Soldier Research Development and Engineering Center.

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