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Transfer Activities

Transfer activities are specifically intended to support the learners’ ability to transfer their learning back to the job and apply it there. Transfer activities can be any one of the types described previously, but they are specifically targeted toward successful on-the-job application. Examples of transfer activities include

  • Action planning: This activity consists of solo work on a plan of action to apply skills. The action planning can be done at the end of the course or used intermittently throughout the course so learners apply as they move through the content. Action plans can also be developed in partnership with the learners’ managers.

  • Performance contracting: The learner and his or her manager can prepare an advanced planning document to help prepare for the program and ensure that the course content transfers to the job. The performance contract focuses on how the course content will be used on the job, required resources and support, and identification of barriers and enablers to transfer and how to address them. It also serves as a pre-course organizer.

  • Application discussion: The emphasis during this guided discussion is on opportunities for application back on the job.

  • Barriers and strategies: During this structured activity, learners identify barriers to application back on the job and then strategize to overcome the barriers.

  • Enablers and strategies: This structured activity helps learners identify forces in the organization that support the use of the new knowledge and skills on the job and strategize to strengthen those forces.

  • Structured note taking: Using “applying the concepts” format, participants make a quick note of the topic or comment and how it can be applied to the job. This document is later referred to during action planning and follow-up.

  • Manager presentation: Managers are invited to be on a panel that hears participants’ presentations and makes comments on their job relevance.

  • Case studies: Based on actual organizational situations and data, learners solve the case and then discuss the relevancy of the solution to the organization.

  • Team projects: Learners are given an actual corporate or business unit problem or opportunity. They then develop strategies to address the problem or opportunity and present it to a senior management panel for discussion.

  • Letters home: Learners write letters to their managers presenting what they learned in a particular area and how they want to use that knowledge or skill on the job. They indicate that upon their return they want a meeting to discuss the implementation of the actions. Then, the letters are mailed.



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