Introduction (continued)

In addition to the specific suggestions included in the matrix, the following actions are essential to the transfer of learning process:

• Exploring and understanding the relationship of knowledge and skills to the other factors  that affect performance at the work site
• Establishing and maintaining structures that support desired performance (e.g., using non-training interventions to influence other factors that affect performance, such as constructive feedback, provision of necessary equipment and supplies, clear protocols, etc.)
• Working collaboratively with all individuals who can support (or might hinder) desired on-the-job performance
• Using action plans or similar devices to set and maintain clear performance objectives and expectations and to document progress and challenges
• Creating a supportive environment in which all workers appreciate their potential to improve services by acquiring new skills and knowledge.

The matrix serves as the organizing mechanism for the content in this guide. The entries on the grid summarize specific actions that supervisors, trainers, learners and their co-workers can take to improve the transfer of learning. Following this section are more detailed descriptions of these actions. The descriptions correspond with the cells in the matrix so that you can easily access more information about the areas that you find most interesting. In the process of using the guide, you may identify additional actions to support full application of new learning in your situation. Be open to these possibilities in addition to those included in this document.

What is an action plan?

An action plan is a written document that describes the steps that supervisors, trainers, learners and co-workers will complete to help maximize the transfer of learning.

An action plan is initiated prior to the training intervention so that everyone who can support the transfer of learning is involved from the beginning. The plan is refined during the training event and usually is not completed until after the event when learners are implementing new skills on the job. As you will see, action plans are a recurring topic throughout this guide. The content and layout of an action plan should support the users of the plan, especially the learners. In developing an action plan, keep in mind these important points:

• Write activities as discrete steps that are realistic, measurable and attainable.
• Identify clear responsibilities for learners, supervisors, co-workers and trainers.
• Develop a specific time schedule for completing activities.
• Identify resources necessary to complete the activities, including plans for acquiring those resources.
• Instruct learners to use a learning journal to help facilitate the development of an action plan. A learning journal is a notebook in which learners document issues, problems, additional needs for skills development, and questions that arise as new knowledge and skills are applied on the job.

See a sample of a completed action plan * (19k) that includes several features to consider as you design a format of your own. A blank action plan format * (12k) can be viewed (but not changed). Copy this for your use or develop your own format. You can also download a blank action plan that can be completed and printed  * (84k) using the Adobe® Acrobat® Reader software. 

The completed example is very detailed. This level of detail may not always be necessary, depending on the performance problem and the learning intervention being undertaken.

*To view the file, you need to download and install the free Adobe^® Acrobat^® Reader software. For the latest version of the Reader software for a variety of platforms, see the Adobe website. 

To fill in the action plan form:

1. Use the Save feature of your web browser to save the action plan to your computer. 

2. Open the action plan in Adobe Acrobat. 

3. Click on the hand icon and click in the first field to fill in (next to Learner). Type your entry. Press the TAB key to move from field to field. 

4. When you are finished, you can save and print your completed form.

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