Training Needs Assessment Board of Equalization

1. Training Needs Assessment Board of Equalization Defining the Training Needs Assessment • “Problems” linked to Training at the BOE • What type of Needs Assessment will address the “Problems”

2. Training Needs Assessment Board of Equalization Research Results • Department Training Officers-Jonathan Clarkson, Joan Strohauer, Susan Steiger-Thomas • State of Wisconsin-Dan Faas • A Practical Guide to Needs Assessment-Kavita Gupta • First Things Fast-Allison Rossett

3. Training Needs Assessment Board of Equalization Research Results (Cont’d) • Training Needs Assessment Handbook-U.S. Office of Personnel Management • Needs Assessment-The First Step - Paper by Robert H. Rouda and Mitchell E. Kusy, Jr (http://www.alumni.caltech.edu) • Dept of Labor’s Occupational Database-http://online.onetcenter.org

4. Training Needs Assessment Board of Equalization Research Results (Cont’d) • Bill Heale-SPB Appeals Chief-California Leadership Institute paper on Core Competencies for Executives • Laurie Achtelik-Labor Market Information Division-EDD • Training BCP’s from other Agencies • http://www.dof.ca.gov/FISA/bcps/bcps.htm

5. Training Needs Assessment Board of Equalization Project Management Reminders • Managing Management Expectations • Executive Sponsorship • BOE’s TNA Definition, Scope, Goals, Objectives, Benefits • Customizing the approach/process to meet expectations

6. Training Needs Assessment Board of Equalization Project Management Reminders (Cont’d) • Potential Pitfalls • Workplan, Charter, Buy-In from the top down • Specifically define the process and the data gathering instrument you intend on using • Specifically define the deliverables

7. Training Needs Assessment Board of Equalization Project Management Reminders (Cont’d) • Communicate • Get input from as many people as you can • Get buy-off in writing

8. Training Needs Assessment Board of Equalization The BOE TNA Process • Identify functions, tasks, knowledge, skills and abilities for “Groupings of Positions” at BOE, then classify them into: • Importance • Complexity Level • First Needed to be effective on the job

9. Training Needs Assessment Board of Equalization The BOE TNA Process (Cont’d) • Match a training delivery method to each skill and complexity level • Design a database to produce the expected deliverables

10. Training Needs Assessment Board of Equalization The BOE TNA Process (Cont’d) • Pilot the process with a small group • Obtain feedback about the process and the deliverables • Refine the process and the deliverables • Go for it.

11. Training Needs Assessment Board of Equalization Status and next steps • Is identified training effective? • Delivery methods and funding • Cost savings in other areas • Customizing content • “Enterprise Approach” to training