Macro-Design · A 60-120 minute audit or design workshop; the levers then shape the whole programme.

12 Levers of Transfer Effectiveness (Weinbauer-Heidel)

The 12 Levers of Transfer Effectiveness condense a large body of transfer research into twelve factors across three areas: the participants, the training design and the organisation. They give designers and HR a practical checklist of what determines whether training is applied at work.

When to use 12 Levers of Transfer Effectiveness (Weinbauer-Heidel)

When designing or reviewing any programme whose success depends on behaviour change at work, and when making the case for manager and organisational involvement.

How 12 Levers of Transfer Effectiveness (Weinbauer-Heidel) works

Audit a programme against the twelve levers, then add specific interventions for weak levers, such as transfer plans, manager briefings or application assignments between sessions.

Phases of 12 Levers of Transfer Effectiveness (Weinbauer-Heidel)

  1. Participants: motivation, self-efficacy, volition: Levers 1-3. Make sure participants want to apply the content, believe they can, and have a plan for persisting when it gets hard.
  2. Design: clarity of expectations: Lever 4. Participants know before and during the session what is expected of them afterwards.
  3. Design: content relevance: Lever 5. Content and cases come from participants' actual work, so they recognise where to use it.
  4. Design: active practice: Lever 6. Participants try the new behaviour in the session, under realistic conditions, with feedback.
  5. Design: transfer planning: Lever 7. Participants leave with concrete plans for when and where they will apply what they learned.
  6. Organisation: opportunities and capacity: Levers 8-9. There are real chances to apply the learning and enough time and energy to do so.
  7. Organisation: supervisor and peer support: Levers 10-11. Managers and colleagues encourage, ask about and reinforce application.
  8. Organisation: expectations: Lever 12. The organisation visibly expects and values that training leads to change in daily work.

Key principles

  • Transfer can be managed
  • Three areas: participants, design, organisation
  • Design for application, not only learning
  • Involve the workplace before and after

Best for

  • Corporate and leadership programmes
  • L&D programme audits
  • Blended and multi-session programmes
  • Conversations with sponsors about impact

Considerations

  • A synthesis of prior research; the specific grouping into twelve levers has not been validated as a model on its own.
  • Organisational levers often lie outside the trainer's control and need sponsor commitment.
  • Overlaps with Broad & Newstrom's matrix; the levers describe what to influence, the matrix who acts when.

Attribution & sources

Developed by Ina Weinbauer-Heidel, 2016

Primary source

Design a session with 12 Levers of Transfer Effectiveness (Weinbauer-Heidel)

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