Ross Woods, rev. 2018
This ebook is for people learning how to give on-the-job training as a mentor. On-the-job training is basically showing someone how to do something on the job and then helping them until they can do it well.
This ebook was originally written for a vocational and professional training context. The principles, however, apply to may other kinds of contentext, such as academic coaching.
This is a good place to start teaching. It's not to hard to show someone step-by step how to do something.
This procedure explains step-by-step what to do. Use the forms provided because they will guide you through the requirements to make it as easy as possible. Your organization might require that you to use other forms as well.
In outline, the process looks like this:
Stage 1 | Stage 2 | Stage 3 | Stage 4 |
---|---|---|---|
Plan | Meet with student | Evaluate | Report outcomes |
For our purposes, both are one-to-one teaching. Further than that, there are three main opinions:
A similar definition simply tries to cover all possibilities by using the following elements:
I'd suggest that it's also more complex than the above definition. Consider the following offers to mentor:
Consequently, it looks like we can arrange the different views into many points between two extremes: the "imparter of skills" at one extreme and the "personal counselor for the emotionally healthy" at the other.
Instead of saying that mentoring is something in particular, perhaps it's a range of things that depend on the people and the situations you face. So unless your organization has a specific role for mentoring, you will be better equipped if you have a range of tools in your toolkit.
Thousands of years. And, in various forms, it's still the biggest educational program on the planet.
And it's probably more successful than formal class-room education based on sheer numbers of people learning what they need to know and its solid track record of making sure that people can do the job they are trained to do.
On-the-job apprenticeships are one of the oldest forms of training, and onjob-learning is the basis of all apprenticeship systems (both formal and informal), and most other kinds of on-job-training and professional education. It's also the basis of most academic tutoring and postgraduate research supervision. It even includes the higher levels in academia. Medical practitioners do internships, doctoral students do fieldwork, and lawyers do "articles". In fact, most professions require some kind of workplace learning for registration.
Even in modern societies that value formal qualifications, most employee training is still unaccredited and done on the job. In some places it's called "sitting next to Nellie." In other words, if you want somebody to learn a new job, you sit them next to an experienced person ("Nellie") who shows them what to do, makes sure that they can do it, answers their questions, and solves any problems. In Australia, this phenomenon greatly frustrates VET sector leaders, who would like to see all these workers get qualifications.
Considering the sheer numbers of people who effectively learn this way, mentoring is probably more successful than formal class-room education.
As a mentor, you get many personal benefits:
Mentorees can benefit in various ways:
You need to figure out who will be your student, what they need to learn, and what kind of person they are. I'm assuming that your student will be it as part of an organization, and some kind of accountability might be important.
The mentorees obviously needs to be someone who needs a particular skill. The simple way is to assign mentors to mentorees, and this can work for very skill-based mentoring. In some staff placement situations, you might have no choice:
"Jon is the only one here who's really good at what you need to learn. He's a nice guy and you'll get on well with him. How about working with him regularly so she can teach you how to do it?"
Check that you are the right person for that student. You need the right subject matter expertise and your personalities need to reasonably compatible. You should feel that you will be able to work together. There's nothing wrong with being totally different, because opposites sometimes attract, and being very similar doesn't necessarily ensure success.
You may have to accept students whose personalities are not the perfect fit for you, but you should be wary of accepting a one-on-one student that clearly won't work. Besides, you should meet in an open, visible location if the student is the opposite gender.
In a more personal case, mentorees needs a trusted friend whom they respect to be a mentor, and you won't be able to depend on any formal position to establish trust. Consider your own expectations. You might be coaching people through difficult personal decisions as a friend or a confidante.
Unless you're is a position of pastoral carer, and people deliberately go to you for help, the informal friendship part of the relationship might be more important. In many cases, the relationship is spontaneous and not completely planned.
In other cases, you might have to coach people whose personalities are not the perfect fit for you, but you should be wary of accepting a one-on-one relationship that clearly won't work. Besides, you should meet in an open, visible location if the student is the opposite gender.
In any case, you need some way that they can bail out if the relationship doesn't work out.
Here's a list of factors affecting compatibility. It's not a checklist. It's more like a list of things that can make people incompatible with someone:
Identify the needs and goals. It may take a while to find out exactly what your mentoree wants to learn or why they really came to you in the first place.
If the mentoree is ready, you may want to discuss some goals. Give the mentoree freedom to explore his/her ideas and feelings, even if they are not quite right at first. For the mentoree, finding out exactly what they need to aim for is a major achievement in itself.)
The goals need to be clearly focused. Discuss them with the student and write them down. It should be written in the form of "At the end of this series, you will be able to ..." This is not as easy as it sounds, and it will probably take several drafts. Even then they might not be perfectly clear. It is quite common to adjust them later as you better understand the topic
Writing the skill as a set of steps is usually much more difficult than it looks. Try these hints:
You will need to look though your list of steps and revise it until it is right. Even then, you won’t really know until you try it with a student. But it’s easy to cover those mistakes in a friendly one-to-one discussion.
Tip 1Start by writing a job description. Then it's often a simple matter of saying "That's what you need to learn how to do." | Tip 2Ask someone to describe a competent performance of the skills. | Tip 3Ask "What's the difference between someone who's good at it and someone who isn't?"
In a workplace situation, it is usually necessary to discuss the goals with the student's supervisor. If you are not the student’s supervisor, check that the student will get enough support and encouragement from him/her. You might also need do discuss any particular ways that tasks need to be allocated to fit training.
It will help if you can identify the student's learning style early. It can make the difference between success and failure for some students. According to current research, it doesn't make any difference for many students.
The idea of "learning style" means that students learn in very different ways. Learning styles are not related to intelligence; the styles are found in people of all intelligence levels.
Here are some of the most important:
The next step is to use the job description to plan the student’s learning experience. A list of ideals is not very helpful; the plan needs to be practical enough to implement. (This plan has also been called in the jargon a "work-based learning pathway.")
You will find that you need to talk to some people on some of these points, for example, managers, experienced co-workers and experts will each have a part to play. While things must be tentative at the planning stage, having people in on the planning will make the decision to implement much easier.
At this stage, you need to identify the kinds of supervision that you will need. You must normally have at least a training program supervisor and a local workplace supervisor. You will probably need a skills development mentor, and you might also need a personal mentor, depending on the industry.
As part of your planning, you must consider any contractual requirements and responsibilities that affect what you do. There may be links to external courses.
When you have worked out how the program will work, document it in a training plan. Your institution probably uses a form or template.
If the student is doing on-job-training as part of formal education, you will usually need to cooperate with the insititution, which might provide off-the-job class work, training on specific equipment, online learning, conferences, seminars or workshops.
Hints to prevent the arrangement from falling apart:
First, write anything that the student needs to know to do each step.
Try this basic sequence for each session:
The next step is to evaluate your planning. Some of these criteria may be relevant:
At this stage you may want to fix anything that looks like it won’t work. When you’re happy with the plan, you’re ready to go to the next step.
You should know by now who should approve of the plan before you can go ahead and what needs to be put in writing. Get agreement to implement the plan.
Now you simply implement what you have planned. Follow the plan for each session and review it afterwards. It needs to build on their strengths, and identify anything they need to develop further.
You will need to be flexible, because sessions don’t always go exactly as planned. For example:
How you picture it in your mind during planning usually looks different from the real program later on, even if you put it into practice exactly as you planned. It’s like making that perfect coffee table in the DIY book. You follow the instructions exactly but somehow your table doesn’t quite look as good as the glossy photo in the book.
Another thing frequently happens. You must change the plan because unanticipated factors make the original plan unworkable. As a result, the program as implemented will be different from what you planned.
Lots of other things can happen:
It’s easy to accept changes that you see are good, but it’s quite difficult to handle changes you don’t like. You will probably be frustrated that your "perfect plan" needs to be changed, but you’ll just have to adapt your "perfect plan" to the new reality.
Maintain and develop the relationship. Make sure you prepare for each session and meet regularly as agreed and scheduled. As you go, you should grow the relationship and keep both of you actively involved.
You need to prepare proactively for meetings with the student:
Then, during the interview, keep to the allotted time.
If you sometimes use email "interviews", the same kinds of guidelines also apply. It will probably pay to write rough drafts of your questions and reflect on them for a few days. You might realize some of the answers yourself, find a better way to ask the question, or find that another underlying question is the real issue.
In any case, it is better to offer help than for the students to become increasingly frustrated.
Develop a a good working relationship with the student. For that you will need particular interpersonal and communication skills:
You need to make clear the boundaries and expectations of the relationship and get agreement fairly early. Can the person telephone you for help? If so, when? For how long? How much extra time can you give? How responsible will the student become for his/her own learning? Consider these:
As the relationship develops:
Effective communication and interpersonal skills are essential and you must get them right. These include:
Watch for cues. Is the student engaged or disengaged? Do they show up every time, or do they miss sessions? Can you detect frustration, distraction, or stress? Have they reached a plateau where they've stopped learning?
The relationship sometimes sours. This might be through fundamentally different opinions, lack of contact, misunderstandings through emails, or critique of work. Your first course of action should be to repair the relationship.
So far, we've looked at the steps that students need to go through. If you want to provide training to people who are already working, your first step as an instructor is to establish an effective working environment for learning. Even if the workplace provides full workplace induction, it is your responsibility to talk with students about their learning program. In fact, all the aspects of introducing students to classroom-based programs apply just as much to you. You will often have to liaise with other staff if the workplace training affects them.
A good place to start is to establish the purposes of the workplace learning. Why is it there? What goals is it trying to achieve? Do the various people have the same set of goals? For example, the purpose or goals might be one or more of the following:
Part of your planning is liaison with various people. Depending on the program, these may include management in the workplace’s organization, RTO staff, or Group Training Company staff (these organise traineeships and apprenticeships). Get their agreement on the program before you go further.
As the next step, find out what the student’s job description should be and get it written down. Make sure that the boundaries are clear; students need to be willing to do what needs to be done, so overly restrictive job descriptions are frustrating for employers. On the other hand, you need to provide some delineation to prevent students being exploited or diverted into too many tasks that are outside their program.
The student’s job description should address work activities, areas of responsibility, processes to carry out work, accountability, use of equipment, projects, and schedules.
In your preparation, ask, "Will the student reach the learning goals with this job description?" You will need to analyze work practices and routines to determine whether they are effective for reaching learning goals. You will need to consider factors such as:
You may need to propose changes to make the students program more effective. Many changes might be small, practical adjustments that do not affect others. However, some proposed changes might mean that you have some homework to do:
In practicum-driven cases, you might need to use a Learning Contract for each student. This is a clear record of what the student is intending to learn in a given period. As a contract, it is a commitment on both sides. The form should be filled in with copies to both the student and the coordinator/director. In the cases of apprenticeships and traineeships, you should check specific requirements with your program coordinator.
If you use a Learning Contract, it should:
Several important points:
Now the program is running, you need to monitor it. The line between monitoring a program and mentoring the student is fuzzy, so here are some guidelines.
Let's say that you have the role of training program supervisor. Put briefly, if nobody is assigned to mentor or coach the student, you are responsible to make sure the program works for the student. From a training viewpoint, the buck stops with you.
You regularly need to ask all parties how the program is going. Besides the student, these most commonly include the supervisor or manager, on-job people giving help, and off-job training personnel.
Although some problems are serious, many are simple misunderstandings:
"I thought they meant … but then they … "
"She said … but then she … "
It is quite normal that some of them think the program is going well, while others see difficulties. Explore the difficulties until you know the nature of the problem. For example, Jamie mentions to you that he can’t handle the workload. When you enquire, he might say:
"I have a full day each week on campus, but I still have to do a full-time load at work."
"The boss comes in and gives me extra things to do that aren't on my job description."
"I was sick, but I kept coming to work anyway."
"I was given some things to do but I don’t know how to do them."
The supervisor might say:
"He’s doing really well. I didn’t know there was a problem."
"He’s just slacking off. He doesn’t get his work done."
"He’s trying real hard but I guess he’s not cut out for it."
"He’s doing okay. I discussed how it’s going with him the other day and it was good."
Whatever the case, and whichever side brings up a problem, it is your duty to find out what is going wrong and fix it.
And it doesn't stop there. Other monitoring points:
Keep on asking yourself, "Is this effective?" As you go, you'll learn more about the individual’s learning style, and their particular characteristics.
You will probably need to develop learning activities to support and reinforce new learning, build on strengths and identify areas for further development
You should make every attempt to adjust for their learning style so that you can be more effective. For example, some people will learn more by reading, but other won't. Some people need active involvement in doing something. Others live on interaction with other people.
Show leadership if the student gets stuck. They may need you to make the harder decisions if they can't. For example, you can help them re-focus or give them more (or less) responsibility. It's hard to inspire people, but easier to empower people.
It is your job to motivate them so that they continue to be responsible for their own learning. Usually that means discussing the goals and barriers. But watch for subtle cues from the students about things that they are reluctant to say out loud. Changes your approach if you need to so that the student keeps momentum.
Ethics can be more of an issue:
Make sure the closure is smooth. Talk about it and the student's further goals.
You can determine when the relationship is over when:
Sadly, you might also find that severe blockages in the relationship that make it no longer viable.
Evaluate how effective it was as a learning experience for the student. Get the student's feedback on the outcomes achieved and the value of the relationship. Evaluate your own performance in managing the relationship. What things do you need to improve on?
Fill in the evaluation form. If your organization uses a different form, then you should also use its form and lodge it with the relevant staff member.
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