Title: How to write corporate training materials
Authors: Evan Frendo
Publisher: ELT Teacher 2 Writer | Smashwords edition
Year of publication: 2014
Companion resources: NA
Source: Complimentary ebook from the author
A couple of years ago, I met a teacher (let’s call her Meera) at a conference who’d been working with tertiary institutions on a freelance basis. Meera wanted to get into corporate training and was wondering if she could partner with me on a project. I didn’t really have anything for her at the time but a few months later I found myself on the phone with a client who desperately wanted a bespoke solution rolled out for an urgent need. My schedule was chock-a-block at the time and I didn’t have the bandwidth (as we say in corporate circles) to design the materials and deploy someone else to teach the course. So I asked them to take things forward with Meera (who I judged as fairly competent), which they did.
Little did I realise that I’d done them both a great injustice. Meera was utterly unprepared for the engagement and the client had assumed that she was on the ball because I’d recommended her. I know we often bandy about the bland encouragement to teachers about making the shift to training and that they don’t need to be experts in business, management or a particular industry and that their expertise in teaching will help them sail through. I’m afraid it’s a claim that’s simultaneously true and false.
The uninitiated teacher or trainer risks missing the forest for the trees. Meera apparently did an intensive needs analysis but her focus was very narrow and the sorts of information she collected caused her churn out or select run of the mill exercises with token nods to the business setting. Her materials were completely divorced from the context that her learners worked in and the specific need that she had been called in to address.
Knowing what to look for and how to feed these insights into materials-design comes with experience, and it helps if you’ve spent time with a corporate setup in a business/operational role i.e., not training or teaching. In the absence of that kind of experience, Frendo’s How to write corporate training materials could be a useful primer.
A key strength of this book is the extent to which it aligns practices to what typically happens within organisations. The idea that we should “investigate discourse practices” instead of merely collecting general needs, strikes a chord with me. Beyond educating the practitioner about process and projects, and SOPs and SIPOC charts, Frendo offers a series of incisive tasks that raise awareness of communication, strategies and issues we ought to consider when developing corporate training materials.
My favourites include task 6 which draws on research by Williams (1998) comparing the language prescribed by coursebooks for functions within meetings with actual usage.
Examples from contemporary textbooks:
- You’ve got a point there.
- I totally agree with you.
- Absolutely. / Precisely. / Exactly.
Examples from real-life business meetings:
- implied by the function ‘accept (e.g., yes)
- implied by not disagreeing
Frendo goes on to state:
… ‘a material-led movement rather than a research-led movement’ (p15). It is writer’s intuition, rather than what we know about discourse, which has been leading the way. And many commentators feel that not much has changed since that article was written.
I found the section on techniques for gathering evidence interesting. There were some that I was familiar with such as language snippets, recordings, corpus analysis, work shadowing and questionnaires and others that I’ve never actually used such as simulated conversations and anecdote circles (sort of like an FGD but more informal).
Task 11 is another interesting one. It asks the reader to analyse an annual report and identify authentic texts that could be used for different roles and needs. I wonder how many trainers have actually read an annual report.
There are also case studies of training projects Frendo has worked on and the solutions he facilitated. Again, we see a strong integration of what actually happens in organizations such as scrum meetings and how this might unfold in a training programme.
How to write corporate training materials is a useful compilation of practices for someone who is making the transition from other education fields and it’s particularly relevant to those who are working as independent consultants. However, it’s also full of insights for practitioners who have been consulting in corporate contexts for a while because it questions some of our practices, especially when we rely on intuition, rather than observation and research to inform our design.