Strategic Learning and Development

Learning and development is defined as the process of ensuring that the organization has
the knowledgeable, skilled and engaged workforce it needs.
The components of L&D are:
●● Learning – the process by which a person acquires and develops knowledge, skills,
capabilities, behaviours and attitudes. It involves the modification of behaviour through
experience as well as more formal methods of helping people to learn within or outside the
workplace.
●● Development – the growth or realization of a person’s ability and potential through the
provision of learning and educational experiences.
●● Training – the systematic application of formal processes to impart knowledge and help
people to acquire the skills necessary for them to perform their jobs
satisfactorily.
●● Education – the development of the knowledge, values and understanding required in all
aspects of life rather than the knowledge and skills relating to particular areas of activity.
Strategic L&D is an approach to helping people to learn and develop that is concerned
with how
the organization’s goals will be achieved through its human resources by means of integrated
L&D strategies, policies and practices. Like strategic HRM, it is based on the fundamental
proposition that the human resources of an organization play a strategic role in its success.
Strategic L&D policies are closely associated with that aspect of strategic HRM concerned with
investing in people and developing the organization’s human capital.
Strategic L&D aims to produce a coherent and comprehensive framework for developing
people
through the creation of a learning culture and the formulation of organizational and individual
learning
strategies.
The main thrust of strategic L&D is to provide an environment in which people are
encouraged to learn and develop.
The philosophy underpinning strategic L&D is as follows:
●● Learning and development activities make a major contribution to the successful attainment
of the organization’s objectives and investment in it benefits all the stakeholders of the
organization.
●● Learning and development plans and programmes should be integrated with and support the
achievement of business and human resource strategies.
●● Learning and development should be performance-related – designed to achieve specified
improvements in corporate, functional, team and individual performance and make a major
contribution to bottom-line results.
●● Everyone in the organization should be encouraged and given the opportunity to learn – to
develop their skills and knowledge to the maximum of their capacity.
●● The framework for individual learning is provided by personal development plans that focus
on self-managed learning and are supported by coaching, mentoring and formal training.
●● The organization needs to invest in learning and development by providing appropriate
learning opportunities and facilities, but the prime responsibility for learning and development
rests with individuals, who will be given the guidance and support of their managers and, as
necessary, members of the HR department.
The case for investing in L&D can refer to all or any of the following potential benefits:
●● Improve individual, team and corporate performance.
●● Attract high-quality employees by offering them learning and development opportunities,
increasing their levels of competency and enhancing their skills, thus enabling them to obtain
more job satisfaction, to gain higher rewards and to progress within the organization.
●● Improve operational flexibility by extending the range of skills possessed by employees
(multiskilling).
●● Increase the commitment of employees by encouraging them to identify with the mission and
objectives of the organization.
●● Help to manage change by increasing understanding of the reasons for it and providing
people with the knowledge and skills they need to adjust to new situations.
●● Provide line managers with the skills required to lead, manage and develop their people.
●● Help to develop a positive culture in the organization, for example, one that is oriented
towards performance improvement.
●● Provide higher levels of service to customers.
●● Minimize learning costs (reduce the length of
learning curves).
The steps required to create a learning culture as proposed by Reynolds (2004) are:
●● Develop and share the vision – belief in a desired and emerging future.
●● Empower employees – provide ‘supported autonomy’; freedom for employees to manage
their work within certain boundaries (policies and expected behaviours) but with support
available as required. Adopt a facilitative style of management in which responsibility for
decision-making is ceded as far as possible to employees.
●● Provide employees with a supportive learning environment where learning capabilities can be
discovered and applied, eg peer networks, supportive policies and systems, and protected time
for learning.
●● Use coaching techniques to draw out the talents of others by encouraging employees to
identify options and seek their own solutions to problems.
●● Guide employees through their work challenges and provide them with time, resources and,
crucially, feedback.
●● Recognize the importance of managers acting as role models.
●● Encourage networks – communities of practice.
●● Align systems to vision – get rid of bureaucratic systems that produce problems rather than
facilitate work.
Organizational learning strategies aim to improve organizational effectiveness through
the acquisition and development of knowledge, understanding, insights, techniques and
practices. This is in accordance with one of the basic principles of HRM, namely that it is
necessary to invest in people in order to develop the human capital required by the organization
and to increase its stock of knowledge and skills. As stated by Ehrenberg and Smith (1994: 279–
80), human capital theory indicates that: ‘The knowledge and skills a worker has – which comes
from education and training, including the training that experience brings – generate productive
capital.’
Individual learning comprises the processes and programmes used to increase the
capabilities of individual employees. Strategies for individual learning are driven by the
organization’s human resource requirements, which are expressed in terms of the skills and
behaviours required to achieve business goals.
Strategies should cover:
●● how learning needs will be identified;
●● the role of self-managed learning;
●● the facilitation of workplace learning;
●● the support that should be provided for individual learning in the form of guidance, coaching,
mentoring, learning resource centres, e-learning and internal or external training programmes
Key learning points:
 Strategic learning and development
 Learning and development
Learning and development is the process of acquiring and developing knowledge, skills
capabilities, behaviours and attitudes through learning or developmental experiences.
Strategic L&D
Strategic L&D is an approach to helping people to learn and develop that is concerned
with how the organization’s goals will be achieved through its human resources by means of
integrated L&D strategies, policies and practices. Strategic L&D aims to produce a coherent and
comprehensive framework for developing people through the creation of a learning culture and
the formulation of organizational and individual learning strategies.
Learning and development strategies
Learning and development strategies are the active components of an overall approach to
strategic L&D. They express the organization’s intentions on how and courses. L&D activities
will take place in the organization and provide guidance on how these activities should be
planned and implemented.
Learning culture
A learning culture is one in which learning is recognized by top management, line
managers and employees generally as an essential organizational process to which they are
committed and in which they engage continuously.
Organizational learning strategies
Organizational learning strategies aim to develop a firm’s resource-based capability.
Individual learning strategies
The individual learning strategies of an organization are driven by its human resource
requirements, the latter being expressed in terms of the sort of skills and behaviours that will be
required to achieve business goals.
The Process of learning and development
The practice of learning and development should be based on an understanding of
learning theory and the processes involved in learning and development as described in this
chapter. These processes are complex and varied.
Learning theory
The key learning theories are:
●● Reinforcement theory – based on the work of Skinner (1974) this expresses the belief that
changes in behaviour take place as a result of an individual’s response to events or stimuli and
the ensuing consequences (rewards or punishments). Individuals can be ‘conditioned’ to repeat
the behaviour by positive reinforcement in the form of feedback and knowledge of results. This
is known as ‘operant conditioning’.
●● Cognitive learning theory – learning involves gaining knowledge and understanding by
absorbing information in the form of principles, concepts and facts and then internalizing it.
Learners can be regarded as powerful information-processing machines.
●● Experiential learning theory – experiential learning takes place when people learn from their
experience by absorbing and reflecting on it so that it can be understood and applied. Thus,
people become active agents of their own learning.
●● Social learning theory – this states that effective learning requires social interaction. Wenger
(1998) suggested that we all participate in ‘communities of practice’ (groups of people with
shared expertise who work together) and that these are our primary sources of learning. Bandura
(1977) viewed learning as a series of information processing steps set in train by social
interactions. Learning theories describe in general terms how people learn, but individual
learners will have different styles – a preference for a particular approach to learning. The two
most familiar classifications of learning styles are those produced by Kolb et al (1974) and by
Honey and Mumford (1996).
Kolb et al’s learning style inventory
Kolb et al (1974) identified a learning cycle consisting of four stages. These stages were
defined as follows:
1 Concrete experience – this can be planned or accidental.
2 Reflective observation – this involves actively thinking about the experience and its
significance.
3 Abstract conceptualization (theorizing) – generalizing from experience to develop various
concepts and ideas that can be applied when similar situations are encountered.
4 Active experimentation – testing the concepts or ideas in new situations. This gives rise to a
new concrete experience and the cycle begins again.
The key to this model is that it is a simple description of how experience is translated into
concepts that are then used to guide the choice of new experiences.
To learn effectively, individuals must shift from being observers to participants, from
direct involvement to a more objective analytical detachment. Every person has his or her own
learning style; one of the most important arts that trainers must develop is to adjust their
approaches to the learning styles of trainees. Trainers must acknowledge these learning styles
rather than their own preferred approach.
The Honey and Mumford learning styles
Another analysis of learning styles was made by Honey and Mumford (1996). They
identified the following four styles:
1 Activists – who involve themselves fully without bias in new experiences and revel in new
challenges.
2 Reflectors – who stand back and observe new experiences from different angles. They collect
data, reflect on it and then come to a conclusion.
3 Theorists – who adapt and apply their observations in the form of logical theories. They tend to
be perfectionists.
4 Pragmatists – who are keen to try out new ideas, approaches and concepts to see if they work.
However, none of these four learning styles is exclusive. It is quite possible that one
person could be both a reflector and a theorist and someone else could be an activist/pragmatist,
a reflector/pragmatist or even a theorist/pragmatist.
Learning to learn
People learn all the time and through doing so acquire knowledge, skills and insight. But
they will learn more effectively if they ‘learn how to learn’. As defined by Honey (1998), the
process of learning to learn is the acquisition of knowledge, skills and insights about the learning
process itself.
The aims are to:
●● provide a basis for organizing and planning learning;
●● pinpoint precisely what has been learnt and what to do better or differently as a consequence;
●● share what has been learnt with other people so that they benefit;
●● check on the quality of what has been learnt;
●● transfer what has been learnt and apply it in different circumstances;
●● improve the learning process itself so that how people learn, not just what people learn, is
given constant attention.
The learning curve
The concept of the learning curve refers to the time it takes an inexperienced person to
reach the required level of performance in a job or a task, which is sometimes called the
experienced worker’s standard (EWS). The existence of the learning curve needs to be taken into
account when planning and implementing training or instruction programmes.
But rates of learning vary, depending on the effectiveness of the training, the experience
and natural aptitude of the learner and the latter’s interest in learning. Both the time taken to
reach the EWS and the variable speed with which learning takes place at different times affect
the shape of the curve.
Learning is often stepped, with one or more plateaus, while further progress is halted.
This may be because learners cannot continually increase their skills or speeds of work and need
a pause to consolidate what they have already learnt. The existence of steps such as those shown
in Figure 22.4 can be used when planning skills training to provide deliberate reinforcement
periods when newly acquired skills are practised in order to achieve the expected standards.
When a training module is being prepared that describes what has to be learnt and the
training needed to achieve the required levels of skill and speed, it is often desirable to proceed
step-by-step, taking one task or part of a task at a time, reinforcing it and then progressively
adding other parts, consolidating at each stage. This is called the ‘progressive parts method’ of
training.
A standard learning curve

Different rates of learning

 A stepped learning curve

Organizational learning theory is concerned with how learning takes place in

organizations. It focuses on collective learning but takes into account the proposition made by
Argyris (1992) that organizations do not perform the actions that produce the learning; it is
individual members of the organization who behave in ways that lead to it, although
organizations can create conditions that facilitate such learning. The concept of organizational
learning recognizes that the way in which this takes place is affected by the context of the
organization and its culture.
Organizational learning defined
Organizational learning is concerned with the methods adopted by organizations to promote
learning; it is not simply the sum of all the L&D activities that are carried out in an organization.
The process of organizational learning
Organizational learning can be characterized as an intricate three-stage process consisting
of knowledge acquisition, dissemination and shared implementation. As such it is closely related
to knowledge management. Knowledge may be acquired from direct experience, the experience
of others or organizational memory.
Argyris (1992) suggested that organizational learning occurs under two conditions: first,
when an organization achieves what is intended and, second, when a mismatch between
intentions and outcomes is identified and corrected. He distinguished between single-loop and
double-loop learning. These two types of learning have been described as adaptive or generative
learning.
Single-loop or adaptive learning is incremental learning that does no more than correct
deviations from the norm by making small changes and improvements without challenging
assumptions, beliefs or decisions. Organizations where single-loop learning is the norm define
what Argyris calls the ‘governing variables’, ie what they expect to achieve in terms of targets
and standards and then monitor and review achievements, and take corrective action as
necessary, thus completing the loop.
Double-loop or generative learning involves challenging assumptions, beliefs, norms and
decisions rather than accepting them. On this basis, learning takes place through the examination
of the root causes of problems so that a new learning loop is established that goes far deeper
than the traditional learning loop provided by single-loop or instrumental learning. It occurs
when the monitoring process initiates action to redefine the governing variables to meet the new
situation, which may be imposed by the external environment. The organization has learnt
something new about what has to be achieved in the light of changed circumstances and can then
decide how this should be done. This learning is converted into action.
 The notion of the learning organization
A learning organization was described by Senge (1990: 3), who originated the idea, as
one ‘where people continually expand their capacity to create the results they truly desire, where
new and expansive patterns of thinking are nurtured, where collective aspiration is set free, and
where people are continually learning how to learn together’. Further definitions of a learning
organization were provided by Wick and Leon (1995: 299), who stated that it was one that
‘continually improves by rapidly creating and refining the capabilities required for future
success’, and by Pedler et al (1997: 3), who referred to it as an organization that ‘facilitates the
learning of all its members and continually transforms itself’.
Garvin (1993) suggested that learning organizations are good at doing five things:
1 Systematic problem solving – which rests heavily on the philosophy and methods of the quality
movement. Its underlying ideas include relying on scientific method rather than guesswork for
diagnosing problems – what Deming (1986) called the ‘plan-docheck- act’ cycle and others refer
to as ‘hypothesis-generating, hypothesis-testing’ techniques. Data rather than assumptions are
required as the background to decision making – what quality practitioners call ‘fact-based
management’, and simple statistical tools such as histograms, Pareto charts and cause-and-effect
diagrams are used to organize data and draw inferences.
2 Experimentation – this activity involves the systematic search for and testing of new
knowledge. Continuous improvement programmes – ‘kaizen’ – are an important feature in a
learning organization.
3 Learning from past experience – learning organizations review their successes and failures,
assess them systematically and record the lessons learnt in a way that employees find open and
accessible. This process has been called the ‘Santayana principle’, quoting the philosopher
George Santayana who coined the phrase: ‘Those who cannot remember the past are condemned
to repeat it.’
4 Learning from others – sometimes the most powerful insights come from looking outside one’s
immediate environment to gain a new perspective. This process has been called SIS, for ‘steal
ideas shamelessly’. Another more acceptable word for it is ‘benchmarking’ – a disciplined
process of identifying best practice organizations and analysing the extent to which what they are
doing can be transferred, with suitable modifications, to one’s own environment.
5 Transferring knowledge quickly and efficiently throughout the organization – by seconding
people with new expertise, or by education and training programmes, as long as the latter are
linked explicitly with implementation.
Critical evaluation of the learning organization notion
The notion of the learning organization is persuasive because it provides a rationale for
comprehensive learning and development programmes. However, Scarborough et al (1999)
argued that the learning organization concept is overconcerned with organization systems and
design. Little attention seems to be paid to what individuals want to learn or how they learn. The
idea that individuals should be enabled to invest in their own development seems to have
escaped learning organization theorists, who are more inclined to focus on the imposition of
learning by the organization, rather than creating a climate conducive to learning.
Key Points
The processes of L&D
The processes of L&D are complex and varied. They consist of the ways in which
individuals and organizations learn as explained by learning theory, the concept of organizational
learning, the dubious notion of the learning organization, and the
contribution made by individuals to their own learning and development (self-directed or self-
managed learning).
How people learn
Individuals learn for themselves and from other people. They learn as members of teams
and by interaction with their managers, co-workers and people outside the (social learning).
People learn by doing and by instruction. The ways in which individuals learn will differ and the
extent to which they learn will depend largely on how well they are motivated or self-motivated:
●● The key learning theories are reinforcement theory, cognitive learning theory, experiential
learning theory and social learning theory.
●● People will learn more effectively if they are motivated to learn.
●● Learning theories describe in general terms how people learn but individual learners will
have
different styles – a preference for a particular approach to learning. The two most familiar
classifications of learning styles are those produced by Kolb et al (1974) and by Honey and
Mumford (1996).
●● People learn all the time and through doing so acquire knowledge, skills and insight. But they
will learn more effectively if they ‘learn how to learn’.
●● The concept of the learning curve refers to the time it takes an inexperienced person to reach
the required level of performance in a job or a task.
Organizational learning
Organizational learning is about the development and acquisition in organizations of
knowledge, understanding, insights, techniques and practices in order to improve organizational
effectiveness. It is concerned with the processes adopted by organizations in promoting learning;
it is not simply the sum of all the learning and development activities that are carried out in an
organization.
The learning organization
Defined by Pedler et al (1997) as an organization that ‘facilitates the learning of all its
members and continually transforms itself’. Learning organization theory provides a dubious
base for action. The idea of a learning culture, supported by the understanding of how
organizations learn, as provided by organizational learning theory and knowledge management
initiatives, has more to offer.
Self-directed learning
Self-directed or self-managed learning involves encouraging individuals to take
responsibility for their own learning needs, either to improve performance in their present job or
to develop their potential and satisfy their career aspirations.
The Practice of Learning and Development
All learning activities need to be based on an understanding of what should be done and
why it should be done. The purpose of the activities must be defined by identifying and
analysing learning needs in the organization and for the groups and individuals within it.
Approach to learning and development
●● The starting point for learning and development is the systematic identification of learning
needs. This provides the basis for making a choice between the various approaches available and
for decisions on the practices that should be adopted for the chosen approach.
●● The approaches from which a choice can be made are workplace learning, self-directed
learning, e-learning and formal training and development activities involving the delivery of
learning events and programmes.
●● A blended learning approach should be adopted wherever possible.
●● In each case, it is necessary to evaluate the effectiveness of the learning and development
process so that improvements can be made if required.
Identifying learning needs
All learning activities need to be based on an understanding of what needs to be done and
why. The purpose of the activities must be defined and this is only possible if the learning needs
of the organization and the groups and individuals within it have been identified and analysed.
Workplace learning
Workplace learning is experiential learning. It is learning by doing and by reflecting on
experience so that it can be understood and applied. Workplace learning is largely an informal
process, although line managers have an important part to play in facilitating it.
Self-directed learning
Self-directed or self-managed learning involves encouraging individuals to take
responsibility for their own learning needs, either to improve performance in their present job or
to develop their potential and satisfy their career aspirations.
Coaching
Coaching is a personal (usually one-to-one) approach to helping people develop their
skills and knowledge and improve their performance.
Mentoring
Mentoring is the process of using specially selected and trained individuals to provide
guidance, pragmatic advice and continuing support that will help the person or persons allocated
to them to learn and develop.
E-learning
E-learning provides for learning via computer, networked and web-based technology.
The process comprises defining the system, encouraging access, advising and assisting
individual learners and encouraging and facilitating the creation of learning communities.
Personal development planning
Personal development planning is carried out by individuals with guidance,
encouragement and help from their managers as required. This should be the outcome of a
performance and development review. A personal development plan sets out the actions people
propose to take to learn and to develop themselves.
Planned experience
Planned experience is the process of deciding on a sequence of experience that will
enable people to obtain the knowledge and skills required in their jobs and prepare them to take
on increased responsibilities. This enables experiential learning to take place to meet a learning
specification
Planning and delivering learning programmes and events
The stages are:
●● identify learning needs;
●● define learning objectives;
●● decide on content;
●● decide on methods of delivery;
●● decide on location, facilities, the budget and who delivers the programme;
●● prepare information about the programme or event;
●● deliver the programme or event;
●● evaluate learning.
Main criteria for effectiveness
●● The programme is based on a thorough
evaluation of learning needs.
●● Clear objectives have been set for the outcomes of the programme.
●● Standards are set for the delivery of the programme.
●● Success criteria and methods of measuring success have been established.
●● A blend of learning and development methods are used – informal and formal – that are
appropriate for the established needs of those taking part.
●● The outcome of the programme is evaluated.
Blended learning
Blended learning is the use of a combination of learning methods to increase the overall
effectiveness of the learning process by providing for different parts of the learning mix to
complement and support one another.
Evaluation of learning
Evaluation is an integral feature of learning activities. In essence, it is the comparison of
objectives with outcomes to answer the question of how far the event has achieved its purpose.
The four levels of evaluation in the Kirkpatrick methodology are:
1)reaction,
2) evaluate learning,
3) evaluate behaviour,
4) evaluate results.
Responsibility for learning
●● While individuals should be expected to take a considerable degree of responsibility for
managing their own learning, they need the help and support of their line managers and the
organization, including the L&D function.
●● Line managers have a key role in planning and facilitating learning by conducting
performance and development reviews, agreeing learning contracts and personal development
plans with their staff, and helping staff to implement those plans through the provision of
learning opportunities and coaching.
●● Learning and development professionals have to become learning facilitators rather than
simply training providers or instructors.
Leadership and Management Development
Leadership and management development programmes provide for managers to have the
leadership and managerial qualities required to achieve success.
They form a vital ingredient in talent management. A blended learning approach is used,
which combines a number of learning activities such as planned experience, self-directed
learning, coaching, mentoring, action learning, outdoor learning and formal education and
training in programmes based on an analysis of learning needs.
Leadership means inspiring people to do their best to achieve a desired result. It involves
developing and communicating a vision for the future, motivating people and securing their
engagement. As defined by Dixon (1994: 214): ‘Leadership is no more than exercising such an
influence upon others that they tend to act in concert towards achieving a goal which they might
not have achieved so readily had they been left to their own devices.’ Leadership skills include
the ability to:
●● inspire others;
●● persuade others willingly to behave differently;
●● clarify what needs to be done and why;
●● communicate a sense of purpose to the team;
●● understand, as established by research conducted by Tamkin et al (2010), that leaders cannot
create performance themselves but are conduits for performance through their influence on
others;
●● get the team into action so that the task is achieved.
Management
The word ‘management’ is derived from the Italian verb maneggiare, which means ‘to
handle a horse’. This definition at least states that to manage is to have charge of or
responsibility for something, but there is clearly more to it than that. Management has often been
defined as ‘getting things done through people’, thus emphasizing its leadership component. But
managers are also responsible for guiding and controlling the business or their part of it by
managing their other resources – finance, work
systems and technology. Management could therefore be defined as deciding what to do and then
getting it done through the effective use of resources.
Research by Tamkin et al (2003) established that the abilities managers need are:
●● to empower and develop people – understand and practise the process of delivering through
the capability of others;
●● manage people and performance – managers increasingly need to maintain morale while also
maximizing performance;
●● work across boundaries, engaging with others, working as a member of a team, thinking
differently about problems and their solutions;
●● develop relationships and a focus on the customer, building partnerships with both internal
and external customers;
●● balance technical and generic skills – the technical aspects of management and the
management of human relationships.
Leadership development
It is sometimes said that leaders are born not made.
This is a rather discouraging statement for those who are not leaders by birthright. It may
be true to the extent that some exceptional people seem to be visionaries, have built-in charisma
and a natural ability to impose their personality on others. However, even they probably have to
develop and hone these qualities when confronted with a situation demanding leadership.
Ordinary mortals need not despair: they too can build on their natural capacities and develop
their leadership abilities. As Burgoyne (2010: 42) wisely observed: ‘The will to lead is largely
innate but the ability to do it well is largely learnt.’
As defined by Burgoyne (2010: 43): ‘Leadership development in the widest sense
involves the acquisition, development and utilization of leadership capability or the potential for
it.’ Leadership development programmes prepare people for leadership roles and situations
beyond their current experience. The essential elements of leadership development, as suggested
by Bolden (2010: 129), are reflection, practice, self-awareness, personal support, opportunities to
apply learning and relevance to work. Burgoyne (2010: 44) identified the following leadership
development activities:
●● job/work placements with leadership capability development as one of the purposes;
●● education, training and development of individuals including the ‘context sensitive’ methods
of coaching, mentoring and more formal education, training and development programmes;
●● ‘soft’ organization development processes including culture change, team building and
‘hearts and minds’ collective mission/ values-creating initiatives. Yukl (2006) proposed the
following conditions for successful leadership development:
●● clear learning objectives;
●● clear, meaningful content;
●● appropriate sequencing of content;
●● appropriate mix of training methods;
●● opportunity for active practice;
●● relevant, timely feedback;
●● high trainee confidence;
●● appropriate follow-up activities.
But it is not all about subjecting leaders to development programmes. The organization
has to play its part in ensuring that leaders are provided with the support and the working
conditions they need to carry out their role properly. As Fiedler (1967: 276) emphasized: ‘If we
wish to increase organizational and group effectiveness we must learn not only to train leaders
more effectively but also to build an organizational environment in which the leaders can
perform well.’
Management development
Management development is concerned with improving the performance of managers in
their present roles, preparing them to take on greater responsibilities in the future and also
developing their leadership skills. It was defined by Baldwin and Patgett (1994), quoted by
Peters (2010: 28), as: ‘A complex process by which individuals learn to perform effectively in a
management role.’ A systematic approach to management development is necessary to meet the
needs of organizations for the talented managers they require and because the increasingly
onerous demands made on line managers mean that they have to possess a wider range of
developed skills than ever before.
The object of management development is to find ways in which the company can
produce, mainly from within, a supply of managers better equipped for their jobs at all levels.
The principal method of doing this is to ensure that managers gain the right sequence and variety
of experience, in good time, that will equip them for whatever level of responsibility they have
the ability to reach in the course of their career. This experience can be supplemented – but never
replaced – by courses carefully timed and designed to meet particular needs. Management
development policies involve the use of both formal and informal approaches.
Formal approaches to management development
Formal approaches to management development consist of processes and events that are
planned and provided by the organization. These should be based on the identification of
development needs. For individuals, performance management reviews are an important means
of producing personal development plans and learning contracts. This can be done more
systematically at development centres. These consist of a concentrated (usually one or two days)
programme of exercises, tests and interviews designed to identify managers’ development needs
and to provide counselling on their careers. Competency frameworks can be used as a means of
identifying and expressing development needs and pointing the way to self-managed learning
programmes or the provision of learning opportunities by the organization.
The formal approaches that can be used are:
●● planned experience – which includes job rotation, job enlargement, taking part in project
teams or task groups and secondment outside the organization – this is possibly the most
effective approach on the grounds that managers learn to manage mainly by managing;
●● coaching – a personal and usually one-to-one approach to helping people develop their skills
and levels of competence;
●● mentoring – the process of using specially selected and trained individuals (mentors) to
provide guidance, pragmatic advice and continuing support that will help the person or persons
allocated to them to learn and develop;
●● action learning – a method of helping managers develop their talents by exposing them to
real problems; they are required to analyse them, formulate recommendations and then take
action;
●● outdoor learning – getting teams of participants to carry out physical activities so that they
can learn about how they act under pressure as team leaders or team members;
●● the use of performance management processes to provide feedback and satisfy development
needs; these would be competency-based in the sense that they would specify the competencies
required and assess the degree to which individuals needed to develop those competencies;
●● training by means of internal or external
courses;
●● structured self-development following a self-directed learning programme set out in a
personal development plan and agreed as a learning contract with the manager or a management
development adviser.
Informal approaches to management development
Informal approaches to management development make use of the learning experiences
managers encounter during the course of their everyday work. Managers are learning every time
they are confronted with an unusual problem, an unfamiliar task or a move to a different job.
They then have to evolve new ways of dealing with the situation. They will learn if they reflect
on what they did, in order to determine how and why it contributed to success or failure. This
retrospective or reflective learning will be effective if managers can apply it successfully in the
future.
Managers also learn from their managers. This may include how not to do things as well
as what to do. Again, they will learn more if they have the capacity to reflect on what they have
learnt and apply it to their own circumstances.
Experiential and reflective learning is potentially the most powerful form of learning. It
comes naturally to some managers. They seem to absorb, unconsciously and by some process of
osmosis, the lessons from their experience, although in fact they have probably developed a
capacity for almost instantaneous analysis, which they store in their mental databank to retrieve
when necessary.
But many managers either find it difficult to do this sort of analysis or do not recognize
the need. This is where informal or at least semi-formal approaches can be used to encourage and
help managers to learn more effectively. These comprise:
●● emphasizing self-assessment and the identification of development needs by getting
managers to assess their own performance against agreed objectives and analyse the factors that
contributed to effective or less effective performance – this can be provided through performance
management;
●● getting managers to produce their own personal development plans – self-directed learning
programmes;
●● encouraging managers to discuss their problems and opportunities with their manager,
colleagues or mentors to establish for themselves what they need to learn or be able to do;
●● helping managers to understand their own learning styles so that they can make the best use
of their experience and increase the effectiveness of their learning activities (this guidance may
have to be provided more formally).
 The true role of the organization in management development lies somewhere between
these two extremes: on the one hand, it is not enough, in conditions of rapid growth (when they
exist) and change, to leave everything to chance – to trial and error; on the other hand, elaborate
management development programmes cannot successfully be imposed on the organization. A
mix of formal and informal methods is required that has to fit the organization’s context and
specific requirements.
The success of any management development programme depends upon the degree to
which there is commitment to it at all levels of management. It is not a separate activity to be
handed over to a specialist and forgotten or ignored. The development of subordinates must be
recognized as a natural and essential part of any manager’s job. But the lead must come from the
top.
Criteria for leadership and management development
The effectiveness and value of any approach to management development include the extent to
which it:
●● links to organizational goals and context – and so has relevance for the organization as well
as for individuals;
●● builds on and develops the qualities, skills and attitudes of participants;
●● is supported by appropriate HR policies to do with recruitment and selection, talent
management, succession planning and reward;
●● has the full commitment of those responsible for the operation of the process, including line
managers;
●● is motivating to those encouraged to participate in it.
Key learning points: Leadership and management development
Leadership and management development defined
Leadership and management development programmes ensure that managers have the
leadership and managerial qualities required to achieve success.
Leadership
Leadership means inspiring people to do their best to achieve a desired result. It involves
developing and communicating a vision for the future, motivating people and securing their
engagement.
Management
Defined as deciding what to do and then getting it done through the effective use of
resources.
Leadership development compared with management development
Leadership development tends to be concerned with nurturing the softer skills of
leadership through various educational processes, including formal learning events and
programmes and coaching. Management development relies more on ensuring that managers
have the right sequence of experience, which may be supplemented by self-directed learning and
courses on management techniques. Further guidance may be provided by coaching and from
mentors. Management development programmes traditionally also cover leadership skills.
Leadership development
Leadership development programmes prepare people for leadership roles and situations
beyond their current experience.
Management development
Management development is concerned with improving the performance of managers in
their present roles, preparing them to take on greater responsibilities in the future and also
developing their leadership skills.
Formal approaches to management development consist of processes and events planned and
provided by the organization. They include planned experience, coaching and mentoring, action
learning, outdoor learning, performance management, formal training and structured self-
development. Informal approaches to management development make use of the learning
experiences that managers encounter during the course of their everyday work.
 Responsibility for management development
Individual managers are largely responsible for their own development but need
guidance, support and encouragement from their own managers and the HR function.