Professional Documents
Culture Documents
20142015
20142015
Component
A.
B.
C.
D.
E.
F.
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(AOE 5-K1)
AOE1-K2. Needs Assessment Approaches
Careful exploration of needs is a critical aspect of designing effective training. You should know a wide
range of approaches to job and task analysis and choose the most appropriate method for each project,
including whether or not training is even needed. Outcomes of your analysis drive key deliverables of the
needs assessment phase, including objectives, activities, and delivery methods.
Successful performance requires knowledge of:
A.
C.
D.
E.
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(AOE 4-K2)
AOE1-K4. Content Knowledge or Techniques to Elicit Content From Subject Matter Experts
(SMEs)
At the core of every learning program is its content. In your role as a designer, you must know the core
content, elicit appropriate content from SMEs, or thoroughly research topics from a range of sources.
Successful performance requires knowledge of:
A.
B.
C.
(AOE2-K1)
AOE1-K6. Instructional Design Theory and Process
When designing instruction, you will likely use many theories and models. Central to all of them is
analysis, design, development, implementation, and evaluation of instruction. The models also include
goals and objectives for instruction and assessment.
Successful performance requires knowledge of:
A.
B.
C.
D.
E.
F.
G.
H.
I.
J.
ADDIE model
nine instructional events (Gagne)
rapid design/prototyping
learner-centered instruction (Carl Rogers)
theory of behavioral objectives (Robert Mager)
Blooms taxonomy
how to write objectives for training
types and principles of sequencing
systems approach to instructional design (Dick and Carey)
instructional systems design model (Seels and Glasgow)
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how to align instructional methods to course content (e.g., discussion, exercise, self-directed
learning)
techniques that meet the needs of your target audience, given considerations of time, distance,
budget, and schedules.
online and mobile learning approaches (requiring the hands-on use of learning software to design
and develop learning programs)
performance support systems
classroom training (face-to-face) approaches
blended learning approaches
gaming and simulation approaches
self-directed approaches
on the job training approaches (e.g., peer to peer, coaching, mentoring).
(AOE2-K4)
AOE1-K9. Existing and Emerging Learning Technologies and Support Systems
Its important to know what is possible with technology so you can make the most appropriate choices for
methods and media. Computer programming is not a required skill of learning and development
professionals; however, you should cultivate relationships with information technology professionals to
help you understand the differences in software options and know when to suggest them.
Successful performance requires knowledge of:
A.
B.
technological capabilities of the organization (e.g., what solutions are feasible in a particular
organizational context)
differences between online learning, informal learning, and traditional courses, and their
implications
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selection processes: choosing one or more technologies based on achieving desired learning
outcomes
types and characteristics of organization-wide learning systems (e.g., collaborative learning
software, learning management systems, authoring tools, and social media)
how to develop and adapt content and resources appropriate for the technology
strategies for keeping up-to-date with emerging technologies
ways to evaluate new technologies.
(AOE2-K5; AOE5-K2)
AOE1-K10. Individual Learning Modalities
A learning modality represents how a learner acquires knowledge or changes behavior. Each learner is
motivated differently based on environment, psychological comfort, social style, and profile. You must
understand and apply techniques that recognize all learning styles or your participants will struggle.
Successful performance requires knowledge of:
A.
B.
C.
D.
E.
F.
G.
H.
I.
(AOE2-K7)
AOE1-K11. Individual, Group, and Organizational Differences That Influence Learning and
Motivation
You must pay close attention to differing motivations, learning styles, as well as social, organizational,
and diversity issues because they are critical in the design and development of learning interventions for
adults.
Successful performance requires knowledge of:
A.
B.
C.
D.
E.
F.
purpose of assessment
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types of data collection methods (e.g., multiple-choice questions, hands-on performance, openended response).
(AOE1-K5)
AOE2-K2. Various Instructional Methods
A variety of instructional methods stimulates learners to communicate, reflect, generate ideas, and learn.
You must know the advantages and disadvantages of each technique, and when to use and how to
evaluate each one. Time, distance, budget, and schedules are a few key considerations when identifying
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appropriate methods. Instructional strategies must meet your participants needs and create an effective
learning atmosphere.
Successful performance requires knowledge of:
A.
B.
how to align instructional methods to course content (e.g., discussion, exercise, self-directed
learning)
techniques that meet the needs of your target audience, given considerations of time, distance,
budget, and schedules.
(AOE1-K7)
AOE2-K3. Ways to Facilitate Informal Learning and Build Learning Communities
Large portions of learning activities in an organization take place outside of formal training or performance
support mechanisms. Such learning activities are controlled by the learner with regard to their depth,
breadth, and timing. Given the power of informal learning, professionals need to foster such activities.
Successful performance requires knowledge of:
A.
B.
C.
D.
E.
F.
(AOE1-K8)
AOE2-K5. Existing and Emerging Learning Technologies and Support Systems
You need a basic knowledge of the types of learning technologies currently in use and those which are
emerging. Being able to design and deliver training programs using such technologies is essential to your
work in design and delivery.
Successful performance requires knowledge of:
20142015
technological capabilities of the organization (e.g., what solutions are feasible in a particular
organizational context).
differences between online learning, informal learning, and traditional courses, and their
implications
selection processes: choosing one or more technologies based on achieving desired learning
outcomes
types and characteristics of organization-wide learning systems (e.g., collaborative learning
software, learning information systems, authoring tools, and social media)
how to develop and adapt content and resources appropriate for the technology
strategies for keeping up-to-date with emerging technologies
ways to evaluate new technologies.
(AOE1-K9; AOE5-K2)
AOE2-K6. Facilitation and Presentation Techniques and Tools
You must master presentation techniques and tools for delivery and be able to apply those techniques
and tools to both live and virtual settings.
Successful performance requires knowledge of:
A.
B.
C.
D.
E.
F.
G.
H.
I.
J.
how to create a positive learning climate (both in classroom presentation and online delivery)
how to prepare for the presentation
how to understand presentation behavior and platform attributes
how to use icebreakers, opening exercises, and closing activities
how to facilitate learning activities
how to perform on-the-spot assessment of participants success in achieving program objectives
how to understand techniques for delivering training online versus in the classroom
how to identify training and/or presenting style
types of presentation and facilitation styles (advantages and disadvantages)
types of presentation and facilitation tools.
(AOE1-K10)
AOE2-K8. Organizational or Cultural Differences in Learning Preferences, Communication, and
Classroom Behavior
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Cultural differences can influence the effectiveness of a particular delivery method. You should be aware
of these differences when communicating with participants and managing the learning environment.
Successful performance requires knowledge of:
A.
B.
C.
D.
E.
communication barriers
preferences for formal vs. informal approaches
learning preferences (e.g., lecture vs. group activities)
classroom management issues
emerging issues in adult education (e.g., need for increased media, learning trends).
identify your training or presenting style (e.g., preference for lecture, hands-on instruction, or
informal learning)
understand ways individual training styles impact delivery capabilities
identify learner needs in relationship to trainer style.
AOE2-K10. Familiarity With Content Being Taught and How Solutions Address Needs
Familiarity with content enables you to present the material professionally and stay on topic. Learners
lose interest quickly if you are unprepared. Preparation of the training content also helps to ensure
effective communication.
Successful performance requires knowledge of:
A.
civil rights
workplace safety
securities and financial reporting
information technology compliance
union relations
intellectual property (e.g., copyright and fair use, attribution)
corporate policies and procedures
ethical standards.
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gap analysis
workflow analysis
external analysis
resource analysis
root cause analysis
analysis tools.
potential solutions (i.e., understanding of the range of solutions, not necessarily detail on how to
design and implement every solution)
process redesign, technology solutions, and/or ergonomic solutions
employee selection, competency modeling, and coaching
performance management systems (i.e., reward and recognition)
change management, goal alignment, and culture change
knowledge management and communication
budgeting and cost
organizational fit based upon analysis (e.g., population analysis, resource analysis)
importance of describing features, advantages, and benefits of various solutions
ethics and integrity
partnership creation and support
decision-making matrices and methods.
(AOE8-K6)
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software tools
planning worksheets
time management
project goals
project lifecycle
project roles
project tools
project management issues (e.g., timelines, milestones, managing resources, and contingency
planning).
(AOE5-K11)
AOE3-K8. Communication Techniques and Tools
Large solutions often fail because proper focus is not given to stakeholders. You must create plans that
consider stakeholders awareness and buy-in. You must also consider how organizational powerbases
and culture will affect the communication strategy. This step is particularly important in forming
partnerships or alliances to ensure intervention success.
Successful performance requires knowledge of:
A.
B.
C.
(AOE8-K8)
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frequency distributions
measurement scales and statistical implications
measures of central tendency
measures of variance
distributions and standard scores
correlation
statistical inference
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hypothesis testing
effect sizes
confidence intervals
appropriate use of statistical information.
(AOE1-K3)
AOE4-K3. Analysis Methods
Analysis is the process of discovering and interpreting meaningful relationships in data and summarizing
empirical results. The objects or levels of analysis typically include individuals, workgroups, functions, and
organizations. Specific analysis techniques often summarize the impact of programs or solutions, but
specialized expertise is widely applied to the workplace. Knowledge in this area allows you to explore
data comprehensively to inform decision making and to balance methodological rigor and accuracy with
feasibility and utility.
Successful performance requires knowledge of:
A.
B.
C.
D.
return-on-investment (ROI)
return-on-expectation (ROE)
cost-benefit
forecasting.
how to identify the data most relevant to a specific organizational question or issue
how to extract, link, and clean data from organizational databases
how to conduct analyses that most directly address the organizational need.
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qualitative data
visual display of quantitative information
estimation and error reporting
synthesis of data
how to communicate to stakeholders
use of recognized parameters to report information.
These are the knowledge areas necessary to lead the learning function as a business unit.
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A.
B.
C.
D.
20142015
(AOE1-K1)
AOE5-K2. Existing and Emerging Learning Technologies and Support Systems
Understanding the different technologies availableand their usesis critical to your ability to provide
value-driven training and learning solutions. Managing the learning function requires the development of a
diverse network to understand availability, use, and functionality of these technologies. Because
technology can either hinder or enhance learning, you should understand its advantages and
disadvantages.
technological capabilities of the organization (e.g., what solutions are feasible in a particular
organizational context)
differences between online learning, informal learning, and traditional courses, and their
implications
selection processes: choosing one or more technologies based on achieving desired learning
outcomes
types and characteristics of organization-wide learning systems (e.g., collaborative learning
software, learning information systems, authoring tools, and social media)
how to develop and adapt content and resources appropriate for the technology
strategies for keeping up-to-date with emerging technologies
ways to evaluate new technologies.
(AOE1-K9; AOE2-K5)
AOE5-K3. Learning Information Systems
Organizations do not always recognize the long-term implications of short-term actions such as the loss of
organizational knowledge through downsizing. The only way organizations can preserve such knowledge
and promote organizational learning is to employ information storage and retrieval systems.
Learning information systems can benefit you, especially if you are in a training manager role. You can
use such systems to generate rosters, certificates, and registration reports. And to store templates and
information to build training curricula. Learners can also use these systems in the classroom and online to
access self-paced materials, reference documents, and job aids.
Successful performance requires knowledge of:
A.
B.
types of systems
uses of learning information systems.
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Your ability to evaluate outsourcing options for a training program is an essential skill that includes
establishing the decision criteria for outsourcing the training; determining the budget; developing the
contracts and supporting documents; and identifying the methods to build, monitor, and evaluate the
program.
Successful performance requires knowledge of:
A.
B.
HR systems
integrated talent management systems and technologies.
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program administration
program curriculum: topics, outlines, objectives, courseware, media, and delivery methods
facilities (i.e., equipment and resources)
role of training manager.
These are the knowledge areas necessary to manage and implement learning projects.
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software tools
planning worksheets
time management
project goals
project lifecycle
project roles
project tools
project management issues (e.g., establishing timelines and milestones, managing resources, and
contingency planning).
(AOE3-K8; AOE8-K8)
AOE 6: Coaching3
(Weighted 7% of the exam)
Using an interactive process to help individuals develop rapidly and produce results; improving others
ability to set goals, take action, make better decisions, and make full use of their natural strengths.
AOE6-K1. Core Coaching Competencies
Organizational coaching focuses on identifying and clarifying current goals with an emphasis on action,
accountability, and follow-through. In coaching, the client drives the professional relationship by making
final decisions and initiating appropriate actions. The client is also responsible for abiding by a system of
accountability. The various systems that a client is in (personal, professional) affect how you conduct a
coaching program, as do factors such as the organizational culture and structure, available resources,
and organizational business objectives.
Successful performance requires knowledge of:
A.
B.
C.
D.
E.
F.
This information is based on the ICF (International Coach Federation) Code of Ethics and the ICF Core Coaching Competencies.
Additional information can be found at ICFs website: www.coachfederation.org.
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Definition was adapted from the ATD research report, Learnings Critical Role in Integrated Talent Management (ATD Press,
2010).
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different roles that learning and development professionals play in the organization (analyst,
implementer or manager, business partner, and evaluator).
multi-rater feedback
personality type
career profiles
leadership assessments
administration considerations (e.g., accommodations for individuals with disabilities)
(AOE4-K5)
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(AOE3-K2)
AOE8-K2. Chaos and Complexity Theory
Chaos theory is based on an underlying assumption that order exists even when not immediately
identifiable. Complexity theory defines chaos as one mode of behavior within the theory. Using both
theories to approach each organizational change initiative offers you a view of uncertainty.
Successful performance requires knowledge of:
A.
B
definition of chaos/complexity
similarities and differences between chaos and complexity.
Blooms taxonomy
Six Sigma
Kepner-Tregoe Model
Lean enterprise.
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individual contributor; most must engage others in a team environment to make things happen to achieve
business results. Your ability to understand how your learners contribute to meeting organizational goals
within a complex system is critical. This requires an awareness of formal and informal leaders,
organizational maturity, and employee motivation.
Successful performance requires knowledge of:
A.
B.
C.
D.
E.
F.
G.
H.
change strategy
types of change
how people change and human reactions to change
how to define as is (i.e., current state identification)
how to define intended outcomes, that is, performance metrics or targets
how to sell the change strategy upward
infrastructure and roles
how to plan for change (project planning and inclusion)
how to analyze stakeholders; considering cultural implications
pacing strategies, how to set milestone evaluations; how to consider transitions
how to facilitate change (selecting a variety of media and styles)
how to overcome resistance or complacency
impact analysis.
(AOE3-K5)
AOE8-K7. Process Thinking and Design
Training organizations may opt for any of many process strategies, depending on the nature of the
business. You must consistently use those strategies to make decisions and help the organization
achieve its desired state. You will adhere to systematic standards for implementing projects to maximize
acceptance, minimize risk, and allow effective contingency planning. Your goal as a training professional
is to secure a seat at the planning table, be a business partner, and to be involved in the change process
from the start. You should be able to provide and effectively communicate the success measures that are
aligned with stakeholder needs.
Successful performance requires knowledge of:
A.
B.
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(AOE3-K8)
AOE8-K9. Engagement Practices to Build Critical Mass
The active support and participation of others is always required to achieve business or organizational
goals. Your ability to engage others in actively participating in the identification, solution, and assessment
of problems and issues is a critical success factor.
Successful performance requires knowledge of:
A.
B.
C.
D.
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and failure to institutionalize the change. Failure to maximize retention during major change can also
affect the outcome. You can help management understand how it can motivate employees during a time
of transition by rewarding those who have embraced change and providing support to those who have
not.
Successful performance requires knowledge of:
A.
employee motivators
B.
considerations for motivating learners.
AOE8-K12. Mindset and Mental Models and Their Influence on Behavior and Performance
You bring unique knowledge, skills, and experience to the workplace. Deep-seated assumptions are often
challenged and require expanded thinking to accept new ideas, tools, and processes. You need to
consistently be mindful, aware, and willing to change styles to be successful.
Successful performance requires knowledge of:
A.
B.
C.
management styles
personal social styles
emotional intelligence.
concept of KM
components of KM
goals of KM.
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knowledge, individuals who could use the knowledge, and a way to provide that knowledge in a timely
and seamless manner.
Knowledge mapping identifies the experts, best communicators, and best practices of an organization.
Knowledge mapping also includes identifying the formal and informal learning and development solutions
that will enhance learning, and improve performance on the job.
Successful performance requires knowledge of:
A.
B.
C.
D.
E.
F.
G.
H.
I.
AOE9-K4. Existing and Emerging Technologies that Enable Informal Learning and KnowledgeSharing
Technology enables organizations to capture, store, and share institutional knowledge. Such knowledge
may be conveyed formally (e.g., through classroom training) or informally (e.g., through social media).
Successful use of these methods depends on an organizations ability to capture, archive, and retrieve
knowledge. KM tools enable the organization to reuse information, contact original sources, and maintain
original meanings. New members of an organization can quickly locate and learn from existing knowledge
by contacting the primary information source.
purpose
categories of tools, and how and when to apply each of them
common organizational obstacles and techniques to overcome them.
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To effectively develop a KM system, you need an organization to identify and document business
processes that support knowledge exchange. By documenting those processes, an organization can
streamline and automate repetitive tasks and the learning process. Streamlining processes entails
workflow identification and management, automation of forms and queries, and establishment of
communities of practice supported by a knowledge exchange network.
Successful performance requires knowledge of:
A.
B.
C.
D.
(AOE1-K1; AOE5-K1)
AOE9-K7. Business Process Analysis as It Applies to Knowledge Management
Business process analysis is a structured method of documenting business rules and functions to reveal
inefficiencies and highlight strengths. It helps institutions pinpoint areas where they might increase
productivity or streamline processes by standardizing workflows and increasing information reuse. This
analysis can help organizations effectively and efficiently capture, store, retrieve, and manage knowledge.
Successful KM is linked to logical connections to the organizations business needs. Tools and
techniques should be considered as part of the analysis process and may be helpful in the development
of those connections.
Successful performance requires knowledge of:
A.
B.
C.
D.
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professionals need to know and do to be successful in the field, as it pertains to learning technologies
specifically.
Key Knowledge Areas (Examples)
Successful performance requires knowledge of:
1. Instructional Design (K8): Various delivery options and media (e.g., mobile, online, classroom,
multimedia).
2. Instructional Design (K9): Existing and emerging learning technologies and support systems
(e.g., collaborative learning software, learning management systems, authoring tools, social
media).
3. Training Delivery (K4): Various delivery options and media (e.g., mobile, online, classroom,
multimedia).
4. Training Delivery (K5): Existing and emerging learning technologies and support systems (e.g.,
collaborative learning software, learning management systems, social media).
5. Managing Learning Programs (K2): Existing and emerging learning technologies and support
systems (e.g., collaborative learning software, learning management systems, authoring tools,
social media).
6. Integrated Talent Management (K6): New and emerging talent management software solutions.
7. Knowledge Management (K4): Existing and emerging technologies that enable informal
learning and knowledge-sharing (e.g., online collaborative workspaces, mobile technologies).
8. Knowledge Management (K5): Social learning techniques and technologies.
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