Category 3: The Qualifications of the Seminar Leader

Today's business professional demands development programs of the utmost quality. Not only in the participant materials, but also in the program leader's ability to relate the concepts and theories covered in the materials to real life, day-to-day application in their profession. The seminar provider's professional staff should represent the leaders in professional development. Every program leader should have over 10 years of "hands-on" experience in the subject matter being presented, and has led professional development programs for over 5 years.

The Seminar Leader should believe in giving you MORE than you paid for.
The best developed program, containing world-class, best-practice information is of little value unless the seminar leader can deliver the materials in a lively, interactive environment, and has fun! The adult learning experience requires that the seminar participants become actively involved in the presentation of the course materials. Good seminar leaders encourage active discussions, drawing out participants who may be shy or unassuming. Excellent seminar leaders do that plus make a day of technical presentation seem like an hour of interactive discussions.

What Makes the Course Leader Qualified to Lead Your Program?
The old adage "A consultant is someone from out of town and recently unemployed." is only funny if that consultant is not leading your On-Site program. Many training companies use these "Newbies" because they are cheap. The measure of a true training consultant is the length of their "Legs." Have they been providing professional development program, on their own for more than 10 years? The hallmark of a true consultant is the length of time they have been "working without a net." Anyone can get fired today and be a "consultant" tomorrow. Be wary of course leaders assigned to you by the training provider that have not been with that provider for more than 5 years. Ask to see their ratings. Look at their depth of knowledge. Have they been focused on only one industry for the past several years? Have they spent their last 5 - 10 years in the same job for the same employer? Answers to these questions may give you a clearer picture of the assigned program leader's qualifications to convey knowledge to your employees.


Direct Industry Knowledge of Seminar Leader


The level of industry knowledge of the industry and discipline are critical skill sets your on-site program leader must have. However, only one industry focus and only one discipline experience can lead the course leader to very myopic analyses of the challenges faced by your professionals. The ability to "Think outside of the box" is a valuable asset for your on-site leader to posses. If all of the potential solutions to the world-class challenges facing your organization today could be found in your industries "common body of knowledge," there would be little need for an on-site program. Most of the leading-edge solutions to business challenges were found in arenas far-flung from the day-to-day activities that are typically performed by the professionals within your organization.

  1. Will the seminar provider assign a program leader that not only have "Hands-On" experience in both your specific industry and in the discipline related to the learning objectives of the seminar, but also bring a more global perspective to your session? Score( )
    1. Instructor has direct industry and discipline hands-on experience, supplemented with additional experiences in divergent industries and disciplines (5)
    2. Instructor has direct industry and discipline hands-on experience supplemented with additional experiences in divergent industries, but one discipline (4)
    3. Instructor has direct industry and discipline hands-on experience, little or no other industries and disciplines (3)
    4. Instructor has only direct discipline hands-on experience no experience working within your specific industry (2)
    5. Instructor has no indirect hands-on discipline experience (1)

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Length of Experience in Providing Professional Development Programs on an On-Site basis.
Industry and discipline experience is the first step in evaluating a potential on-site seminar leader. Also, experience in leading large group sessions, leading "open enrollment" courses for training providers does showcase the seminar leader's platform and communication skills. However, an On-Site seminar is a different "breed of cat." Regardless of how much operational management controls their staff, On-Site programs are much more difficult to lead than open enrollment seminars. Office politics, personal relationships, and other demographic nuances all come to the front when a group from the "inside" gets together with the "outsider" leading the program. In addition, there is a far greater expectation placed on the program leader during an on-site program to be able to cite industry-specific examples of application of the various tools, skills, and competencies being provided throughout the course materials. Just making the materials industry specific provides no benefit to your group if the program leader loses control of the group, and can not relate his or her experiences to the industry and the materials.

When evaluating your seminar leader, consider the following:

  1. How many On-Site programs has the seminar leader successfully lead during the past 12 months?
    1. More than 10 (5)
    2. Between 8 and 10 (4)
    3. Between 5 and 8 (3)
    4. Between 3 and 5 (2)
    5. Less than 3 (1)
  2. What is the average "Leader" rating for On-Site programs during the past 5 years?
    1. Consistently "Excellent"; 3.8 or better: (5)
    2. "Very Good" to "Excellent" 3.2 - 3.8: (3)
    3. "Good" to "Very Good "3.0 - 3.2: (1)
  3. How many years of experience does the program leader assigned to your program have in leading On-site Professional Development programs?
    1. 10+ Years (5)
    2. 5 - 10 Years (4)
    3. Less than 5 years (2)
    4. New to the Provider (1)
  4. Did the program leader assigned to your On-Site program develop the materials to be presented at your program?
    1. Yes (5)
    2. No (2)
  5. Is the On-site leader assigned to your On-Site program featured as a Principal or Officer on the Seminar Provider's web site ?
    1. Yes (5)
    2. No (1)

 

    Final Rating Category Rating
    25
    5
    20 - 24
    4
    15 - 19
    3
    10 - 14
    2
    5 - 9
    1

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Professional Qualifications

Just Because I Say So, Does Not Make It True
Recognition by peer groups and professional licensing are two very effective tools to use in determining if the seminar leader that will lead your On-Site program has the right professional qualifications to ensure the success of the program. Thoroughly review the seminar leader's biographical outline. Identify the various industries with which this person has worked - the more the better. Look at the recognition bestowed upon them by the various professional associations to which they belong, such as Certified Internal Auditor (CIA), Project Management Professional (PMP), Certified Cash Manager (CCM), Certified Governmental Financial Manager (CGFM), Diplomat, American College of Forensic Examiners (DACFE), Certified Management Accountant (CMA). Look at the recognition they have earned through the various state and federal licensing groups, such as State Boards of Accountancy, State Bar Associations, etc. These designations do not guarantee that the individual can be an effective On-Site program leader, however, they do identify those professionals who have gone far and beyond the typical professional in their fields.

Also, look for specific recognitions given by employers, peer groups, community associations and professional associations such as "Professional Of The Year" or other similar recognition. Being listed in the various "Who's Who" directories is also a key designation. It tells you that these people have been recognized as being the top 1% of their respective professions and fields of interest. Being listed in "Who's Who in the World" is an extreme recognition. It tells you that this individual is recognized as both a leading professional, but also a leading member of his or her community.

In addition, look and determine if the course leader achieved the highest rank as part of civic organizations, an Eagle Scout in the Boy Scouts of America, and other achievements in similar civic organizations. This shows that the individual gives back to the community, has a perspective beyond that of his or her profession, and cares about others. While this may seem a trivial aspect of the selection criteria, it shows a well-rounded individual that can bring you insights outside of the typical, mainstream body of knowledge. It is the hallmark of the true professional. For example, only one-tenth of one percent of all of the boys who join the Boy Scouts of America ever become an Eagle Scout. It shows commitment and dedication as a personal trait, not just fluff and window dressing.

  1. Review the biographical outline of the proposed On-site Course Leader. does the person hold professional certification in the discipline directly related to the learning objectives of the training program? : Score ( )
    1. Yes (5)
    2. No (2)
  2. Does the proposed On-site Course Leader hold more than one professional certification related to the discipline covered by the learning objectives of the training program? : Score ( )
    1. Yes (5)
    2. No (2)
  3. Has the On-site Course Leader received recognition from peer and other professional groups outside of the individuals direct area of expertise? Look for inclusion in such publications as "Who's Who." : Score ( )
    1. Yes (5)
    2. No (2)
  4. Has the On-site Course Leader achieved high recognition from community and civic groups? : Score ( )
    1. Yes (5)
    2. No (2)
  5. Has the course leader earned additional degrees, either undergraduate or graduate, in disciplines outside of the mainstream discipline addressed by the course? : Score ( )
    1. Yes (5)
    2. No (2)
    Final Rating Category Rating
    25
    5
    20 - 24
    4
    15 - 19
    3
    10 - 14
    2
    5 - 9
    1

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Demonstrated Competency in the Specific topic to be Covered by the On-Site Program

The most effective way to determine if the person that will be leading your On-site program posses the right level of competency is to look for the demonstration of the skill sets in previous consulting engagements, work accomplishments, and other professional achievements. Don't be fooled by the "Do as I say"consultant, who may have a truckload of theoretical competency and knowledge, but very little or no practical experience. Be aware of training programs sponsored by University "Training Centers." Often, the leader you get is a professor who never left the research campus environment, or a doctorial candidate who has never had a "real" job.

  1. Has the proposed On-site Training leader ever worked in the discipline directly related to the topics covered by the learning objectives of the On-site Training programs a professional capacity?: Score ( )
    1. Yes (5)
    2. No (2)
  2. Has the proposed On-site Training leader ever Published articles directly addressing the topics covered by the learning objectives of the On-site Training program a professional capacity?: Score ( )
    1. Yes (5)
    2. No (2)
  3. Has the proposed On-site Training leader ever completed more than one consulting engagement in which the leader directly applied the topics covered by the learning objectives of the On-site Training program?: Score ( )
    1. Yes (5)
    2. No (2)
  4. Has the proposed On-site Training leader ever developed and delivered other similar On-site Training programs including the topics covered by the learning objectives of this On-site Training program?: Score ( )
    1. Yes (5)
    2. No (2)
  5. Has the proposed On-site Training leader ever worked with professional associations, either as an employee or as a volunteer officer, in the capacity of drafting, evaluating, and or promulgating professional standards directly relate tot the learning objectives of the On-site Training program?: Score ( )
    1. Yes (5)
    2. No (2)
Final Rating Category Rating
25
5
20 - 24
4
15 - 19
3
10 - 14
2
5 - 9
1

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Experience in Developing State-of-the-Art Professional Educational Programs

The person who actually developed the course materials to be presented in the On-site Training program you are planning to hold is often the best person to also lead the program. Often, but not always. The ability to apply State-of-the-Art Adult Learning concepts and Advanced Educational Design techniques are as critical as the correctness of the technical information included in the program content. Look at the qualifications of the program leader, and evaluate the structured educational design process used by the sponsoring organization to determine for the necessary competencies.

In addition, if the sponsoring organization has been providing On-site programs on an exclusive basis for more that 10 years, it is a fair assumption that the organization not only has an effective structured educational design process, but also employs effective adult learning and current educational design techniques. The professional development business is highly competitive, and longevity is rare.

  1. Has the proposed On-site Training leader developed the materials to be used in the On-site training program?
    1. Yes (5)
    2. No (2)
  2. Has the proposed On-site Training leader's biographical outline showcase specific expertise or experience in incorporating state-of-the-art adult learning and educational design techniques into the programs this person developed?
    1. Yes (5)
    2. No (2)
  3. Has the proposed On-site Training leader designed more that this specific program?
    1. More than 25 (5)
    2. Less than 25, but more than 20 (4)
    3. Less than 20, but more than 15 (3)
    4. Less than 15, but more than 10 (2)
    5. Less than 10 (1)
  4. Has the proposed On-site Training leader ever developed and delivered similar On-site Training programs including the topics covered by the learning objectives of this On-site Training program for more than 1 industry?
    1. Five other industries (5)
    2. Four other industries (4)
    3. Three other industries (3)
    4. Two other industries (2)
    5. Only one industry (1)
  5. Has the proposed On-site Training leader developed similar On-site Training programs for more than one professional associations, either as an employee or as a volunteer officer?:
    1. Four other associations or organizations (4)
    2. Three other associations or organizations (3)
    3. Two other associations or organizations (2)
    4. Only one association or organization (1)
Final Rating Category Rating
25
5
20 - 24
4
15 - 19
3
10 - 14
2
5 - 9
1

 

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