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NATIONAL WORKFORCE ASSISTANCE COLLABORATIVE

Employee Training Briefing Paper

DEFINITION

Technical training is training designed to improve the ability

of individuals to meet job requirements. It differs from

educational programs in that it is directly tied to job performance,

not the ability of an individual to be a better member of society or

a more well-rounded person. It presumes workers have adequate basic

skills to support their performance on technical, job-related tasks.

In practice, however, the distinctions between literacy/basic skills

training and technical training become blurred, particularly in

high-quality workplace literacy programs that teach literacy through

the functional context of the job, and high-quality technical

training programs that integrate literacy and skills training.

Definitions of technical training vary widely. Some experts,

such as Anthony Carnevale, define it narrowly to include only the

training to develop, install, and maintain new technology. Federal

policy makers tend to define technical training as any training

designed to improve a worker's performance on the job that is not

literacy/basic skills training. This latter definition could

include technical and skills training; professional training;

training to meet regulatory requirements placed on the workplace;

customer interface training; and managerial, supervisory, and

executive training. The National Workforce Assistance Collaborative

must determine whether it wants to provide assistance in all of the

areas encompassed in this broad definition, or whether it should

focus on some subset of these areas that is key to improving the

competitiveness of small and mid-sized businesses.

Recent estimates suggest that employers spend from $30 to $48

billion per year on training activities, excluding the considerable

amount of training provided informally on the job. Analysis of

training expenditures show that training occurs predominately in

large companies (over 1,000 employees), with only insignificant

training investments being made by small and mid-sized businesses.

Just 15,000 employers (0.5 percent of the total) account for 90

percent of the $30 billion spent on training annually, according to

the American Society for Training and Development (ASTD).

MARKET STRATEGY

Historically, the customer for technical training has been the

employee, not the company itself, and technical training has been

largely employee-driven. Among small businesses, the market demand

for technical training is driven first and foremost by changes in

technology, and secondarily by customer requirements placed by large

companies on their small and mid-sized suppliers.

The impact of technology on training in small and mid-sized

businesses is mitigated by the fact that, as a nation, we under-

invest in technology and equipment compared with other countries,

and train insufficiently for the equipment we do purchase. Our

investment in technology and equipment is half that of the Japanese,

and only two-thirds that of the commitments among the G-7. Where

numerically-controlled machine tools are installed in the U.S., only

25 percent of workers are trained in their use, as compared with

virtually 100 percent in Japan.

To maximize the competitiveness of American businesses, we must

stimulate increases in both technology investments and the training

investments needed to assure that the technology is optimally used.

The gap is massive between the level of technology-related training

provided currently and what would be needed if we invested in

technology at the levels of our international competitors.

Few employees outside companies with over 10,000 employees get

training. Only 16 percent of American employees have ever had any

training from their employers. The good news is that this

percentage is on the rise: in 1983 the Bureau of Labor Statistics

reported that only 11 percent of employees received formal training

from their employers. ASTD estimates that, by the year 2000, 23

million people will be employed in professional and technical jobs

that will require ongoing training. An additional 50 million

workers, it says, need additional training just to perform their

current jobs effectively.

Typically, workers at firms with fewer than 100 employees have

greater training needs than those at larger firms, because they tend

to be less well educated and have a less stable employment history

than do workers at the larger firms. However, small firms are less

likely than larger firms to provide structured training because they

have higher labor turnover and less access to capital to finance

training. They are also less likely to participate in subsidized

training programs because they frequently lack awareness about such

programs, and lack the capacity to handle the administrative

requirements associated with such programs

PRODUCTS AND SERVICES

The technical training needs of small and mid-sized businesses

are currently being met through technology vendors, community

colleges, training consultants, industry trade associations such as

National Tooling and Machining Association, and training consortia

such as the Consortium for Supplier Training. The training needs of

individual employees may be met through proprietary schools or adult

basic education programs as well.

Although the largest provider of incumbent worker training is

the community college system, anecdotal evidence suggests that

equipment vendors are the predominant training providers for small

businesses. In addition, some large companies provide training to

their small company suppliers.

Communications among service providers generally are segmented

by the type of provider. That is, in-house trainers communicate with

each other, community college personnel communicate with each other,

etc., but rarely do the communication lines cross provider lines.

In the typical, small, family-owned business, training is

generally provided to the owner and the other family members who are

a part of the business. The family then in turn trains the rest of

the employees, so that the core knowledge is kept in the family.

The training needs of employees at other types of small companies

are usually met by supervisors or co-workers informally teaching new

hires (Office of Technology Assessment).

Traditionally, federal programs in employment and training have

provided skills training to those outside of the workforce: the

unemployed, the dislocated worker, and the future worker. Only

recently have federal industrial modernization policies created

explicit, though largely unfunded, links to training investments,

through Manufacturing Technology Centers and the Technology

Reinvestment Program in particular.

The federal government has also funded incumbent worker

training through adult basic education, a very fragmented system.

In 1991, the federal government sponsored 78 separate adult basic

education programs through 12 different federal agencies (Jobs for

the Future).

The states have been more active in this arena, though the

level of their investments is still very small. Seventy state-

financed workplace training programs are run in 46 states, according

to the National Commission on Employment Policy. States spent a

total of $375 million on workplace-based training programs in 1989.

The highest funding levels reported were in California ($55

million), Illinois ($37 million), Ohio (32 million), and Michigan

($25 million). The "typical" (median) state devoted less than $2.5

million to these programs and served fewer than 4,000 employees.

A 1990 study by Northern Illinois University found that most

state programs were serving small and mid-sized businesses. Only

one state program (out of 45) reported spending 70 percent or more

of its funds on companies with 500 or more employees. In contrast,

seven spent all of their money on small to mid-sized companies

(those with fewer than 500 employees), 11 spent 90 to 99 percent of

their money on small to mid-sized companies, 16 spent 65 to 89

percent on small to mid-sized companies, and 6 spent 31 to 64

percent on small to mid-sized companies.

Nevertheless, the administrative burden of applying for state

funds might be excessive for many small and mid-sized companies.

According to Northern Illinois University, many large states work

through umbrella organizations such as community colleges and trade

associations to address the common training needs of small

businesses.

RESEARCH AND DEVELOPMENT

Research resources in the training field include the American

Society for Training and Development, The Modernization Forum, the

Committee on Postsecondary Education and Training for the Workplace,

the Center for Science and Technology Policy, the AFL-CIO, and the

American Association of Community Colleges.

National research is housed in the U.S. Department of Labor,

the Department of Education's Office of Vocational and Adult

Education, and in the military. State and local governments

generally have information on state or local labor market

requirements for training and area training providers.

Little cross-cutting research exists on the training needs of

small employers. Most of the existing information is anecdotal at

best. There is a great need for quality research that goes beyond

case study examples of training in small and mid-sized businesses.

Perhaps the best information can be obtained through state

customized training programs such as Illinois' Prairie State 2000

and California's Employment Training Panel, state economic

development offices, and trade associations.

Further attention also should be paid to the development of

collaborative networks that allow businesses to share costs. The

Consortium for Supplier Training represents one model. The school-

to-work demonstration programs offer other models of small business

collaboration, as do the training programs offered by the National

Tooling and Machining Association.

Little attention has been paid to the use of loans to

individuals or institutions to encourage work-based learning. This

area of inquiry, including methods for linking such training to

workplace needs, merits more attention.

ORGANIZATION AND MANAGEMENT

Anthony Carnevale characterized the organization and management

of the technical training "system" as a "crazy quilt." The

technical training field has no clear boundaries, potentially

including such disparate disciplines as organizational training,

technology-related training, skill training, customer interface

training, strategic training, professional training, and regulatory

compliance training.

Training providers range from in-house trainers, equipment

vendors, large customer companies, and consultants, to community

colleges and universities, industry trade associations, and training

consortia. The training needs of individual employees may be met

through proprietary schools or adult basic education programs as

well. These diverse training providers remain relatively

segregated, with little cross communication across the provider

categories.

Much of the current training system is geared to providing

services to individuals, and not companies. This focus needs to be

shifted if technical training is to have a meaningful impact on the

productivity of small and mid-sized companies.

FINANCIAL INFRASTRUCTURE

By and large, training services are provided to those who can

pay, and those who can pay are primarily large businesses. However,

there are a number of strategies small companies with small training

budgets can use to reduce their costs for training.

Small and mid-sized businesses can form collaborative networks

with employers with similar training needs and share training costs.

They can apply for grants from government training agencies and

obtain assistance from the technology programs that are trying to

integrate training into their technology assistance efforts. And,

by accessing community colleges and participating in school-to-work

programs, small and mid-sized businesses can have some of their

training costs subsidized by the public sector.

Much greater attention needs to be given to developing

mechanisms to allow and encourage small and mid-sized businesses to

share training costs by collaborating with the public sector.

INTEGRATION

There are stellar examples of technical training being

productively integrated with workforce literacy, work restructuring,

and labor-management relations programs. However, the vast majority

of technical training service providers operate separately and

distinctly from service providers in the other fields.

The division between technical training and workforce literacy

is blurred in functional context workforce literacy programs and in

integrated literacy and skill training programs. In the large

majority of cases, though, workforce literacy programs and technical

training programs are developed and delivered by different service

providers with little or no connection to each other.

Technical training can also be integrated into comprehensive

work restructuring programs involving the redesign of both work

processes and employer-employee relationships. In such instances,

technical training is used to provide employees with the skills

needed to operate productively within the new systems.

Because there is some overlap in the institutions that provide

technical training services and workforce literacy, work

restructuring, and labor-management relations services (e.g.,

community colleges and universities), there is great potential for

breaking down the barriers between disciplines and providing

comprehensive services to small and mid-sized businesses.

EXTERNAL ENVIRONMENT

The Clinton Administration has shown great interest in

determining an effective means for increasing employers' investments

in training. Initial discussions focused on the use of tax credits

or tax levies (such as France's mandate that employers spend 1.7

percent of payroll on training). Currently, employers spend 1.02

percent of payroll on training, with companies considered training

leaders spending 3 to 10 percent of payroll. The administration is

now considering a strategy to encourage employers to voluntarily

increase their training investments.

Both the Clinton Administration and state policy makers have

taken a keen interest in measuring the returns to training. The

Department of Labor's Office of the American Workplace is funding

several projects on performance measurement. Motorola, commonly

acknowledged as one of the leaders in corporate training, reports

that every $1 it spends on training yields $30 in productivity gains

over a three year period. However, the research on the "pay-off" of

training is meager at best; it dwindles to nearly nothing when the

focus is exclusively on small and mid-sized businesses.

Another area of interest is in establishing common definitions

and measures for training and training outcomes. There is an inter-

agency effort underway to create core data elements and common

definitions for employment and training programs. A report should

be forthcoming in a few months. The National Institute for Literacy

has a project to develop national performance standards for literacy

programs. There will also be an initiative to develop performance

standards in conjunction with the new welfare reform legislation.

The Goals 2000: Educate America Act calls for the development of

both academic standards and industry/occupational skill standards.

ASTD has created a Benchmarking Forum composed of training leaders

attempting to benchmark their training practices and processes.

A number of the federal initiatives, most notably the School-

to-Work Opportunities Act and the Goals 2000 legislation,

demonstrate the federal government's keen interest and commitment to

work-based training strategies that involve collaboration between

the public and private sectors. A number of demonstration programs

were funded, and their experiences were used to inform the

development of the national legislation.

CRITICAL ISSUES

1. What categories of training should the Collaborative focus on

in order to most effectively enhance the economic competitiveness

of small and mid-sized businesses?

2. The paper makes the point that the current delivery systems for

technical training are focused at the individual level, not the

firm level. While the firm focus allows for a greater alignment

with company-specific objectives, it may not be cost effective

for small and mid-sized businesses. How can the Collaborative

help service providers meet the company-specific training needs

of small and mid-sized businesses in a cost effective manner?

3. How can the tie be strengthened between employee-initiated

training and workplace demands?

4. How can the Collaborative build on the institutional overlap

among technical training service providers and workforce

literacy, work restructuring, and labor-management relations

service providers, to promote the development and delivery of

integrated services for small and mid-sized businesses?

5. Modern competitive performance standards require quality,

efficiency, variety, customization, convenience, customer

service, speed, and continuous innovation (Carnevale). These

are standards that businesses apply when making a training

investment. How can these standards be met given the limited

training resources of small and mid-sized businesses?

5. The business community is not supportive of either training tax

levies or tax credits as a means to encourage increased private

sector investment in training. How can the Collaborative

encourage private sector investment in training?

 

Louise Bertsche

National Alliance of Business

Matthew Coffey

National Tooling and Machining Association

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