Unit 2: Designing training programs
Training and Development notes · PTU syllabus (BBA-631)
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Unit summary
Good training does not happen by chance — it is designed. This unit covers the factors that affect training design, preparing training budgets, selecting and preparing the training site, choosing trainers, and putting together the overall programme design including objectives, content, sequence and schedule.
After this unit you can
- Explain factors affecting training design
- Prepare a training budget
- Explain how to select and prepare a training site and choose trainers
- Design an overall training programme
PTU syllabus topics
- Factors affecting training design
- training budgets
- selecting and preparing training sites
- choosing trainers
- overall program design
- 1Set objectives
- 2Choose content
- 3Select methods and trainers
- 4Prepare budget and site
- 5Schedule and deliver
Topic 1
Factors affecting training design
Trainee factors
Readiness, motivation, ability, learning styles, prior knowledge
Organisational factors
Strategy, budget, support of top management, culture
Work environment
Opportunity to apply, peer and supervisor support
Content factors
Complexity, skill vs knowledge, need for practice
Resources
Time, facilities, technology, trainers
Learning principles
Practice, feedback, meaningfulness
- Trainee readiness: basic skills and motivation to learn; self-efficacy (belief that one can learn).
- Learning styles (Kolb): diverger, assimilator, converger, accommodator — design varied methods to suit all.
- Adult learning principles (andragogy, Knowles): adults are self-directed, bring experience, want problem-centred learning, need to know why they learn.
- Climate for transfer: if the manager does not support new skills on the job, training fails.
Topic 2
Training budgets
A training budget estimates the costs of training activities and is justified by expected benefits.
Direct costs
Trainer fees, materials, travel, venue, refreshments
Indirect costs
Admin support, overheads, marketing the programme
Development costs
Needs analysis, content design, e-learning creation
Opportunity costs
Trainees' salaries and lost production while away
Approaches to fixing the training budget
- Percentage of payroll (often 1–3%).
- Per-employee allocation (₹X per employee per year).
- Zero-based: each programme justified from scratch.
- Previous year plus increment.
- Return on investment (ROI) basis — programmes funded according to expected returns.
Cost per trainee
Total training cost ÷ Number of trainees
Training ROI (%)
(Monetary benefits − Training cost) ÷ Training cost × 100
Cost per training hour
Total cost ÷ Total training hours delivered
Example
A sales training programme costs ₹4,00,000 for 40 staff. Cost per trainee = ₹10,000. If it adds ₹10,00,000 in gross margin, ROI = (10,00,000 − 4,00,000) ÷ 4,00,000 × 100 = 150%.
Topic 3
Selecting and preparing training sites
- On-site: company training room or the workplace — convenient, low cost, but distractions.
- Off-site: hotels, conference centres, institutes — focus and networking, but costly.
- Virtual: online classrooms and LMS — flexible, scalable.
Considerations
- Comfortable and accessible; free from noise and distractions.
- Adequate space, lighting, ventilation, temperature and seating.
- Equipment: projector, screens, whiteboards, audio, internet.
- Safety, restrooms and refreshment arrangements.
Seating arrangements
| Arrangement | Best for |
|---|---|
| Classroom (rows) | Lectures, large groups, note-taking |
| Fan-type / chevron | Lectures plus group work |
| U-shape (horseshoe) | Discussion and demonstrations |
| Conference (boardroom) | Small group discussions |
| Clusters (pods) | Team activities and case analysis |
Exam tip
Link seating to method: a lecture suits a classroom layout; a case discussion suits U-shape or clusters.
Topic 4
Choosing trainers
- Internal trainers: managers, HR specialists, subject experts — know the organisation, cheaper, but may lack training skills.
- External trainers: consultants, academics — expertise and fresh perspective, but costly and less familiar with company context.
- Train-the-trainer (TTT) programmes build internal capacity.
Qualities of a good trainer
- Subject knowledge and practical experience.
- Communication and presentation skills.
- Ability to engage adults and manage groups.
- Empathy, patience and enthusiasm.
- Ability to give constructive feedback.
- Flexibility to adjust to trainees' needs.
Topic 5
Overall programme design
- 1
State learning objectives
Specific, measurable outcomes
- 2
Decide content
Knowledge, skills, attitudes needed
- 3
Sequence the content
Simple to complex, known to unknown
- 4
Select methods and media
- 5
Prepare materials
Handouts, slides, cases, e-modules
- 6
Schedule
Duration, dates, session timings
- 7
Plan evaluation
How success will be measured
- Learning objectives have three parts (Mager): performance (what the trainee will do), condition (under what circumstances), criterion (standard of acceptable performance). Example: "Given a customer complaint (condition), the executive will resolve it (performance) within 10 minutes following the SOP (criterion)."
- Lesson plan: a detailed guide for each session — objectives, topics, time, methods, materials, activities.
- Pre-training communication: tell trainees the purpose, schedule and pre-reading.
- Post-training support: job aids, follow-up sessions, mentoring for transfer.
- Design document / course outline: summary of the whole programme.
Key terms
- Andragogy
- Principles of adult learning (Knowles)
- Trainee readiness
- Trainee's ability and motivation to learn
- Training budget
- Planned estimate of training costs
- Learning objective
- A statement of what trainees will be able to do after training
- Lesson plan
- Detailed session guide covering objectives, content, methods and timing
Quick revision
- Design factors: trainee, organisation, environment, content, resources.
- Costs: direct, indirect, development, opportunity.
- ROI = (benefits − cost) ÷ cost × 100.
- Seating matches method: classroom, U-shape, clusters.
- Objectives = performance + condition + criterion.
Important exam questions
Practice questions written to the PTU exam pattern for this unit's syllabus: short answers (Section A style) and long answers (Sections B and C style).
Short-answer questions
- Q1.What is trainee readiness?
- Q2.State the principles of adult learning.
- Q3.What are the components of training cost?
- Q4.How is training ROI calculated?
- Q5.State four qualities of a good trainer.
- Q6.What is a lesson plan?
Long-answer questions
- Q1.Discuss the factors affecting the design of a training programme.
- Q2.Explain how a training budget is prepared and justified.
- Q3.Explain the considerations in selecting and preparing a training site and choosing trainers.
- Q4.Explain the steps in designing an overall training programme.
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