Fundamentals of Corporate Training – Learning to Learn Prepares to Teach

Bobblehead DollOrganizational design (OD) hinges upon a caveat posed by Myron Tribus, “what does the business organization [leaders] desire?”  Business organizations can be designed in a myriad of ways and possess a plethora of leadership styles.  Tribus remains correct; the entire design can be simplified into a single decision about the organization’s makeup and summed as the business is either a money tap or a socially involved mechanism trying to improve society and culture.  If money taps, there is not much left to say.  The organizational design, culture, and climate will reflect the owner’s desire to collect as much money as possible until the tap runs dry and the business is cast off by industry.  If socially involved, the decisions are obvious, and further delineation is superfluous.

For several years now, I have researched corporate training; from the start of recorded history, corporate training has protected business knowledge as much as it is screening people out for not being the “right fit” for a business and as a means of controlling behavior.  Originally an untrained youth would be indentured to a master, who agreed to do work in exchange for knowledge and ultimately be trained to become a journeyman, then master of a trade, craft, or business.  Your options were controlled long before interest was gaged and contracts for services were purchased.

Schools sprang up, and indentured servitude was expected to fall away.  Instead, only the indenturing of people went slowly away, but the servitude remains and is as healthy today as it was in the 1600s.  Currently, servitude is cloaked in terms of culture, competitive stance, and corporate knowledge, and the corporate trainer remains the arbiter of entry into a business, trade, craft, etc.  The trainer does not impart knowledge but exemplifies behaviors, attitudes, and mannerisms that the business leaders consider tenets of competition.

Finally, let’s name the 800# gorilla in the room, servitude is captivity, and captivity is how a person is described who changes into what the company desires of its long-term employees.  Thus the phrase “Captured by the system” indicates this phenomenon.  What does it mean to “Play the game?” the same thing, change your attitude, behaviors, and ideals, and become one of us, doing what we tell you to do.

By naming this phenomenon, I am not being cynical.  Multiple researchers of peer-reviewed research have discussed this phenomenon in their research and called it key to business success, placing the onus onto trainers and training to expound and exhort compliance of the human element.  Trainers are considered mentors, managers, job coaches, HR representatives, supervisors, etc.; if you fill a leadership position and trust, it is because you exemplify the business’s manners, attitudes, behaviors, and culture.  Understand compliance is neither good nor bad.  Non-compliance leads to ostracization and eventual unemployment.  However, submission does not guarantee long-term employment either, as those businesses relying most heavily upon human compliance tend to burn out fast and bankrupt themselves.

All operational processes and procedures rely upon changing behaviors, not necessarily upon gaining new knowledge.  In making this statement, I am not discounting gaining new knowledge, as new knowledge can arrive in many shapes, sizes, and encounters, but the primary role of a trainer in corporate offices is not new knowledge imparting but behavioral controls.  The indentured servant model of a Master training Journeymen and Journeymen training Novices has not changed these many centuries and remains firmly set in the “modern” principles of organizational learning.Question 2

Why is this important to know?

Not understanding the model and putting into place a person who does not comply is as dangerous to the health of a business as a thief, a liar, or a con man.  ENRON did not fail only because of the action of the leadership team.  ENRON failed because the model of behaviors exemplified by the leadership team and taught to employees poisoned the organizational body.  Hence the corporate trainers led the failure of ENRON, for the corporate training model follows GIGO (Garbage In equals Garbage Out!).  Understanding that the trainers were responsible for ENRON’s collapse does not excuse any person’s conduct.  Instead, it more fully places the blame on the leadership team who exemplified behaviors anathema to good organizational health.

Take any business, successful or collapsed, military organization, or non-profit; these distinctions do not matter.  Review them closely, and you will find Tribus’s choice personified in the employees’ actions, cultures, desired attitudes, behaviors, dress styles, mannerisms, etc.  Suppose a learner is preparing to train others, and doesn’t understand these fundamental aspects of corporate training and organizational design.  In that case, that trainer will teach poorly, and those employees will have short careers in the business.

Hence the most extraordinary aspect of controlling costs does not arrive in cutting people but in training them for compliance, improving the understanding of the role of behavioral adaptation, and improving the incentives to adopt the culture of the business.  A client of mine is facing this exact scenario; the economic downturns have hit them hard.  Instead of focusing on improving costs through behavioral adaptation, they have begun cutting people, leaving in place the trainers that are fundamental to the problems the company is facing.  Proving the maxim, “You cannot correct the problems with the same thinking that spawned the problems.”

Leadership CartoonWhat is needed?

Unfortunately, what is needed is not what is currently wanted, but the path forward will require pieces of the following solution.  What is needed is a new model for corporate training, and the model has been historically proven to be successful.  Joseph Smith Jr., an early American religious leader, founded several highly successful communities and launched a leadership revolution and a religious organization.  His leadership style was based upon the following principle, “Teach them (people) correct principles and let them govern themselves.”

Technology has removed the brick stick to beat compliance into employees.  Technology has also leveled a lot of playing fields, putting employees into a position where they must act for themselves, guided more by self-interest and self-preservation than any generation of workers previously.  Add in COVID lockdowns that spurred the rise in remote workers, and technology has released a lot of employees to work outside the accepted strictures of an office.  The release of employees has done two things, changed the behaviors compliance spectrum and removed the front-line supervisor as a primary trainer in monitoring and controlling cultural acceptance.

Several years ago, a researcher was told by front-line supervisors, job coaches, and mentors of a company that communication and training were not in the specific job roles of these people.  Thus, they could not be held accountable for poor communication on their teams.  Remote working has eliminated these aspects on the part of the front-line supervisor.  Therefore, if the supervisor is not teaching independence, allowing for self-preservation, and promoting the freedom of thought and action in employees, those employees are now acting outside the company culture and operations, and disaster is looming.  To their horror, the New York Times just discovered that company-forced cultures are being called into question when employees are not in the office, and demanding employees return hurts bottom lines.

Thus, the front-line supervisors must adapt.  Adaptation in managers nullifies a manager’s power and authority, sparking fear of downsizing into these mid-level managers.  Fear mixed with self-preservation leads to more problems for a company’s leadership (C-Level Suite) to consider.  The self-interested but not free mid-level manager will crave their benefits, perks, and powers, like any drug, and the withdrawal process is never pretty.  Again as recently exhibited by the New  York Times, their trainers are proving that they do not understand people and technology and do not know the role of the trainer in corporate training.Behavior-Change

Since the mid-1990s, technology has risen, coinciding with the need to provide front-line employees more freedom to make decisions and take rapid action.  Mostly, this freedom has clashed with “traditional” models of behavior demanded of by what is considered novice servants.  Yet, technological growth was not considered a fundamental threat to tradition until the COVID-lockdowns.  Regardless of the politics in the lockdowns, the truth remains, the traditional roles have fundamentally shifted, and the businesses that embrace this new role for the trainer, including a new model for operation, will reap success in the whirlwind.

Hence, while not wanted, the model suggested is what is needed.  Employees must be taught correct business principles and fully granted the freedom to govern themselves.  Thus, the role of the trainer shifts from behavioral compliance to knowledge instruction and behavioral exemplar.  More to the point, all levels of a business need to conduct themselves differently.  Relying less upon behavioral and attitude adoption and more upon individuality, expression, and thinking to complete business tasks.

Front-line and mid-level managers are, by necessity, going to have to decrease in the new model.  Relying upon layers of managerial oversight is not going to work, and honestly has never worked, and the costs of this oversight have proven too expensive.  The gap between C-Suite Level decision-makers and the front line has grown too large and too expensive, and until this is acknowledged, the role of the trainer will continue to be hindered by old-model thinking.  The 1960-1980s saw the exponential rise of middle managers, coinciding with significant cost increases and a tripling in government influence, all in the name of controlling behaviors, dictating attitudes, and demanding compliance.

The growth of the middle manager was considered “new thinking,” and history has proven this idea is as false as fools’ gold and as worthwhile.  Middle management restricted freedoms, and while employment laws have granted, since the 1940s, employers the ability to take these controlling actions, these actions remain fundamentally unfair.  The employees have slowly gotten more freedom back from their employers.  Each business will find a balance between the extremes of absolute liberty and the oppressive regime of stolen freedom.  The proposed model helps strike a balance as nothing else will, but caution is needed here; there is no one-size-fits-most solution in this balancing act.Fishbone Diagram

Since the industrial revolution began, businesses have competed upon their employees’ skills and influence to serve customers, which is the fundamental truth that cannot be ignored any longer.  By the C-Level Suite, the skills, freedoms, liberties, behaviors, attitudes, and investment of the employee dictates the company’s ability to compete for market share.  While much lip service has been undertaken to this fundamental truth, action has lagged considerably, and this trend can no longer survive in the global markets.  The front-line employee must be taught to understand this truth that they currently grasp like a fish in a stream, and they must become empowered more to act in this role.  Requiring the trainers to know, prepare, and teach these principles to power action by the front-line employee.

Teaching correct principles and allowing employees to govern themselves is cyclical.  The employee will rely more heavily upon trainers to teach the correct principles.  Increasing the need for value-added, timely trainers who support individual liberty and freedom in employees to generate customer-centric solutions.  These trainers will need to be taught so that they can teach more perfectly, and the cyclical process will continue.  Needs for training will drive new training, producing more freedom to act and driving more demand for training.

Knowledge Check!Returning to the decision posed by Tribus, regardless of whether to be a money tap or a community-building organization, embracing a new model for the role of the trainer will prove beneficial.  Reducing mid-level managers will produce direct bottom-line cost reduction.  Increasing the freedom of front-line employees while also training them to generate customer-centric solutions will open new lines of business and new opportunities.  There are no downside consequences to adopting these changes earlier than your competition and proving the concept.  As a business leader, are you brave enough to embrace these truths, or will you watch what you have built be destroyed by those who are?  The choice, as always, is yours, and if you would like help, please feel free to reach out.

© Copyright 2023 – M. Dave Salisbury
The author holds no claims for the art used herein, the pictures were obtained in the public domain, and the intellectual property belongs to those who created the images.  Quoted materials remain the property of the original author.

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NO MORE BS: Bait and Switch “Customer Relations”

As I begin, there is a need to stress that everything done by the company is perfectly legal, not moral, not ethical, and not appropriate to long-term customer relations, merely legal.  I stress this because the company involved has continued to fall back on their legal disclaimers as the perfectly acceptable method for committing fraud, theft, and calling this “customer relations.”  As we are naming names, the offer continues to stand to print the company response if they ever grow up and address me as an equal, and not a child to be scolded by a boilerplate contract.

Blogging Bait and Switch Moves: A Misleading Blog Title Sucks | BrainzoomingOn 10 May 2021, I was informed that my financing was finally clear, and I was set to close on a home on 14 May 2021.  On 11 May 2021, while conducting a search online, I came across an advertisement for Alliance Van Lines Inc. from Palm Beach Florida.  The company offered a reasonable rate to move my household goods from Phoenix, AZ., to Las Cruces, NM., and I paid a deposit.  The verbal agreement was, “We have a driver in Northern AZ., he has to come through Phoenix on Saturday and can deliver in Las Cruces Sunday, as he heads to his final destination for a Monday delivery.”  The phone representative went so far as to place me on hold, and “check” with dispatch for space availability and to double check times for picking up my household goods (15 May 2021) and delivering them (16 May 2021), without hindering his driver’s final destination.

I paid the deposit.  Assured by the representative that my deposit was refundable, and everything was planned.  I would get a call 24-hours before the driver arrived to confirm pick up times.  I got a call, within 10-minutes of the Palm Beach office closing to confirm my household goods would be picked up, delivered to Las Vegas, Nevada, and then available for delivery sometime in the following 7-10 business days in Las Cruces, New Mexico.  This was not the agreement and expectation as set on the 11th of May.  I called Alliance Van Lines Inc., the representative hung up on me, and when I called back, the phones had been set to night voicemail.

Bait & Switch — SteemitMonday, 17 May 2021, I get more than 20-calls and finally an email claiming that my signatures and the name on my credit cards do not match and to call to rectify this oversight as soon as possible.  Since the 17th of May, I have sent emails asking for my deposit back to no avail.  No explanation as to why the deal changed, simply the reliance upon a boilerplate contract agreement, and the firm insistence that I was in the wrong in what I heard and my expectations of what was happening.  If, Alliance Van Lines Inc., responds to this article, I will be glad to post their reply as a follow-up.

Bait and Switch

From the Legal Information Institute at Cornell Law School, we find the following definition of the legal term, bait and switch.

A “bait and switch” takes place when a seller creates an appealing but ingenuine offer to sell a product or service, which the seller does not actually intend to sell. This initial advertised offer is “the bait.” Then the seller switches customers from buying the advertised product or service that the seller initially offered into buying a different product or service that is usually at a higher price or has some other advantageous effect to the advertiser. This is the “switch.” Normally, the switched product that the consumer buys is usually at a higher purchase price, an increased profit for the seller, or may have a less marketable characteristic than the product advertised.”

There are four legal criteria for a bait and switch:

“… The key components for evaluating a claim of improper bait-and-switch” by the recipient of a contract are whether:

(1) the seller represented in its initial proposal that they would rely on certain specified employees/staff when performing the services;
(2) the recipient relied on this representation of information when evaluating the proposal;
(3) it was foreseeable and probable that the employees/staff named in the initial proposal would not be available to implement the contract work;
(4) employees/staff other than those listed in the initial proposal instead were or would be performing the services.”

Bait & SwitchJoe, the employee who called me, represented in the initial proposal that his driver was available with the needed deck space to haul my load of household goods on 15 May, deliver on 16 May, and continue on his way to his final destination, and that my load of household goods was a perfect fit to finish out his load from Northern AZ; thus, the first criterion of a legal bait and switch was met.

I, the customer and recipient, relied upon the verbal disclosures from Joe to make a plan for moving my household goods.  Thus, criterion two was met.  However, I did not know that the pickup was going to be done with a 26’ truck at the time of Joe’s call and my putting a deposit down.  Nor was there ever any discussion about a third party handling my stuff, moving it to Las Vegas, Nevada, and then delivering the goods in the next 7-10 business days.  Nor, was I offered the more expensive method of direct delivery, which the representative contracted by Alliance Van Lines Inc. was willing to sell me for direct delivery to Las Cruces.  Hence criterion three and four have been met.  A legal bait and switch occurred, and I have lost the deposit of $698.00, a not insubstantial amount of money at this time.

As soon as I knew I had been baited and switched, I sent the BBB in West Palm Beach a customer complaint.  I had to dig deep financially to meet the moving expenses in a hurry, and then had to drive a truck for 6-hours to my destination.  While help was available to load and unload, the plan was blown, my health during the trip was not good, and my wife suffered greatly while riding in the truck.  I mention these facts because it was not a small feat to arrange loaders and unloaders, rent a truck and car carrier, and move, all at the last possible moment on a Friday and Saturday.

Knowledge Check!As an interesting counterpoint, I met two great people in Phoenix, who worked for Vet-Ops, who loaded our truck, at the last minute.  I highly recommend these guys as they were smart, agile, flexible, and performed marvelously the loading job.  We also met two great unloaders from Move Doctors, and wish to thank them for their incredible speed, professionalism, and enthusiasm for unloading our truck and fitting our needs into their hectic schedule at the last minute.  If we ever have need of these gentlemen again, I plan to look them up.  U-Haul deserves mention as they were able to, at the last possible moment, arrange for a truck and car carrier.  U-Haul was very accommodating both in Phoenix, and in Las Cruces and deserve the highest praise for their professionalism and support of our move.  The three companies who picked up Alliance Van Lines Inc. slack were the epitome of providing goods and services at the price quoted, in a timely fashion, and in a manner that embody a desire for growing customer relations.

Bait & Switch 2Alliance Van Lines Inc. you have brought shame upon yourself and I wish you the best with the consequences!  A bait and switch are never allowed, never acceptable, and always unethical and immoral.  May you be happy with your choices and their inherent consequences!

© 2021 M. Dave Salisbury
All Rights Reserved
The images used herein were obtained in the public domain; this author holds no copyright to the images displayed.