Editor's Note: The following synopsis is based on materials
extracted directly from the document. The average manufacturer
rejects five out of every six applicants for basic skills deficiencies,
according to the National Association of Manufacturers. The
Upjohn Institute estimates that 25 to 40 percent of U.S. workers
lack the reading skills to understand the bulk of written material
related to their jobs. In a recent survey of 4,000 companies,
global management consulting firm Towers Perrin found 30 percent
of the respondents unable to reorganize work activities because
employees couldn't learn new jobs; and 25 percent were unable
to improve quality because workers couldn't learn the necessary
skills. Such workers cause their companies to lose profits through
low productivity, workplace accidents, poor product quality,
and lost supervisory time. And to compound this problem, dramatic
changes in the way factory work is organized have made literacy
demands more complex. The fact is that many talented machine
operators and knowledgeable front-line workers are not fully
participating in their companies' quality improvement projects
for a reason that is often overlooked: Many fear that their
poor literacy skills will be exposed in a team-working environment.
Basic Skills Initiative
In 1996, a major reorganization on the manufacturing floor of
Springfield, Massachusetts-based firearms maker Smith &
Wesson pushed management's concern about workers' level of basic
skills to the forefront of the company's agenda. The reading
and math skills of every non-college-educated employee working
on the factory floor were assessed. Small, on-site English as
a Second Language (ESL) classes had been offered at the company
for years, but manufacturing supervisors were frustrated by
workers who needed the class but didn't attend. Working in an
older-style manufacturing environment allowed some long-time,
English-speaking employees to slip by with poor literacy skills.
To address this problem, Smith & Wesson Training Director
Robert Pion put together a steering committee, including himself,
the vice presidents of manufacturing and human resources, three
business managers responsible for production, and an employee
representative.
Needs Assessment
The first step in assessing the need for remedial skills training
at the plant was to identify the tasks that employees would
have to be able to do now as well as in the near future. The
company hired The Workplace Education Group, a provider of basic
skills education to business and industry, to identify specific
needs related to basic academic skills. Three work-related needs
were cited for improved basic skills on the production floor:
* Higher-level math skills were needed for understanding and
using computer numerical control equipment.
* Better reading and writing skills were needed to foster teamwork
and ensure quick cross-training as work assignments were reorganized.
* Better oral communication skills were needed for discussions
with customers visiting the manufacturing floor.
The
committee agreed that their workforce needed to be better able
to adapt to the changes happening in production, such as having
fewer supervisors on the floor. "I need everyone's help,"
says one Smith & Wesson business manager. "I want the
[workers] on the floor to be able to think about and express
ways to improve processes and quality." Once the committee
came to agreement that a gap in many workers' general academic
skills existed, the exact nature of the skills gap then needed
to be determined.
Raising the Bar
The growing consensus among education and labor experts is that
most high-performance manufacturers today need workers to read
and use math at at least an eighth-grade level. To determine
whether this standard applied to Smith & Wesson, Pion requested
a "literacy audit" of the most typical reading and
math tasks required from workers. The results of that analysis
of typical documents and tasks demonstrated that, indeed, the
eighth-grade level would serve as an accurate, minimal level
of basic skills needed by factory workers at the company. Before
a systematic and comprehensive plan could be designed to reach
the training goal of raising workers' basic skills, the reading
and math abilities of all 676 non-college-educated front- line
workers at Smith & Wesson needed to be tested. The company
wide assessment would identify whose math and reading skills
were below the designated, minimal "threshold level"
and how far below.
Pre-Test Preparations
Because the testing procedure undoubtedly would be an unpleasant
and stressful experience for some employees, the company took
great care to clearly and honestly communicate the business
rationale for requiring these tests. Meetings of approximately
100 people at a time were scheduled. The Workplace Education
Group consultant spoke to each group of workers about why many
other manufacturers had made similar investments in basic skills
assessment and training. The vice president of manufacturing
spoke about why the company needed to retool its workforce to
continue competing successfully. Employees were reassured that
people would not loose their jobs because of their test results.
It was explained that those who scored below the minimal acceptable
level would be expected to take the classes to bring their skills
up to speed. The classes were to be held on company time, so
workers would be paid to learn. Disciplinary action would only
be taken if an employee refused to attend class - just as it
would if they refused to do any other part of their job. During
the meetings, sample test questions were shown on overheads
and discussed. The Educational Testing Service's Tests of Applied
Literacy Skills (TALS) were chosen because they test not rote
knowledge but real-life skills, such as locating and using critical
information in a graph, chart, or table - tasks that closely
resemble those often performed in a factory. A well-liked ESL
instructor who had been teaching regularly at the company also
was present at these meetings to boost employee's confidence.
Smith & Wesson management felt it was important to contract
out the actual testing, scoring, and reporting of the tests,
rather than doing any of this in-house. Basic skills test administration
and scoring on such a large scale requires professional experience.
In addition, company employees were reassured by the fact that
their test results would be handled in a strictly confidential
manner by an outside service provider and that their employer
would have restricted access to their scores.
Test Results
Employee testing was conducted in two-hour time blocks over
eight days. Two separate tests, one for reading and one for
math, were administered back-to-back to groups of 35 people
at a time. The tests were proctored by two people, one from
the Workplace Education Group and another from the training
department of Smith & Wesson. Two different versions of
both the math and reading tests were used to discourage cheating
- in fact, there were very few problems at this stage. The Workplace
Education Group scored more than 1,300 tests by hand, and then
recorded one reading score and one math score for each person
in a database created by Pion. The overall results were reported
to Smith & Wesson management; Pion received a copy of all
scores. Each employee received a brief letter at home reporting
his or her test scores. The results of the company wide assessment
showed that Smith & Wesson fit the typical profile for a
manufacturing workforce - about 30 percent of its non-college-educated
production workers scored below the eighth-grade level in either
reading or math. Those people who didn't pass the tests did
demonstrate some skill on the tests, but still fell below the
designated threshold. Very few of these employees could be described
as "illiterate"; most of the workers whose skills
fell below the eighth-grade level did have some limited reading
ability and could solve simple math problems. But they didn't
demonstrate the minimal, basic skills needed to fully and confidently
participate in the important quality initiatives going on at
Smith & Wesson.
Jump-Starting the Program
Once the testing data had been collected and compiled by work
area, Pion, the consultant, and the steering committee designed
a training plan. They took advantage of the strong momentum
created by the assessment and immediately scheduled three instructors
to teach six classes: two in ESL, two in English skills development
for mostly native English speakers, and two in math. A total
of 100 employees were to attend, divided into groups of 15 students
of similar ability per class. Each class met four times a week
for an hour each day. The classes were scheduled to straddle
the change in shifts: First shift students were released from
their normal work duty for one hour at the end of their shift
from 2:30 to 3:30 p.m. An equal number of second shift students
were released to attend class at the beginning of their work
day from 3:30 to 4:30 p.m. The committee decided it would be
important to see immediate positive results to jump-start what
would be a long-term educational program. Therefore, workers
with deficiencies in both English and math were scheduled to
take English or ESL classes first - some people do poorly on
math tests simply because they can't read the questions well
enough. The committee also scheduled the learners whose test
scores were closest to the target objective of eighth-grade
level to take the first round of classes. Students were retested
after 15 weeks, or about 60 hours of instruction, to measure
learning gains.
Attitude Adjustments
The first week of classes started with much grumbling from the
employees about why, after years of working at Smith & Wesson,
they now had to go "back to school." And, of course,
it didn't help that some of those taking classes were teased
by their coworkers. The instructors took these concerns seriously.
Adults learn best when they see the need, and at the heart of
educating under skilled adults is the consideration of each
person's motivation and self-esteem. It's no small job to help
adult remedial learners succeed in a classroom - a place where
too often they experienced failure and ridicule as children.
Instructors addressed learners' skepticism by asking them to
list the ways in which work has changed at Smith & Wesson.
These changes were discussed in light of how higher levels of
reading, writing and math skills were now needed. A number of
vocal and articulate students who understood and defended why
the company was requiring them to take classes helped to win
other learners over. For several skeptical learners, hearing
their peers speak to the issues meant more than anything management
could ever say. But to be truly motivated for the duration of
the 15-week courses, workers needed to experience quick learning
success in a class they enjoyed. Learners at Smith & Wesson
found pleasure in studying hard and successfully meeting challenges
that pushed them beyond what they thought they could do.
Workplace Education Success Factors
There are several important features that successful workplace
education programs share. The Workplace Education Group lists
the following instructional practices for helping adult learners
achieve success:
* Schedule small classes of no more than 15 students of similar
ability.
* Follow the practice of experienced instructors, who regularly
adjust the level of difficulty, so that a class is never too
easy or too difficult.
* Give regular feedback to learners on their progress.
* Allow adequate class time for self-paced, independent study.
* Offer a mix of work-related and real-life basic skills tasks,
which can be applied to general principles and rules that have
been learned in class.
Patience
Pays
Smith & Wesson started their intensive workplace education
program knowing that it could take months, even years to bring
all their underskilled employees up to speed. But in order to
sustain this long-term commitment, some success would have to
be demonstrated regularly. This is an area where too many basic
skills programs run out of gas. Testing should never be overdone
and should not be the sole measure of a learner's success, but
trainers shouldn't be afraid of regular, short-term accountability
for a group of learners' progress. Comparing students' pre-course
test scores with their post-course scores - both from a nationally
recognized, standardized test - is the best way, in most cases,
to show management the value of their investment. By seeing
numbers that show each class is working hard and making progress
toward a designated goal, Smith & Wesson has continued to
budget for year- round basic skills classes for the past three
years. In the first round of classes, 70 percent of learners
were able to bring their math or reading skills up to or above
the targeted level. Since that first round of classes, the percentage
of students who have graduated from each session has dropped
somewhat, but this was expected since less skilled students
were enrolled in the program later. So, it can be proved that
there has been significant learning progress in Smith &
Wesson's classrooms - but has there been a transfer of these
new skills to the manufacturing floor? Students say yes, there
have been real, work-related benefits to studying hard. They
say that they are more productive, more communicative, and more
involved at work because of the classes they have attended.
Transfer of Training: Anecdotes
In support of the claim that basic skills classes have helped
them to do their jobs better, students wrote the following comments
in response to the question, "What is the most important
thing you do better at work because of this class?"
* I can read charts on the board that I couldn't understand
before.
* I read the ISO book better.
* The most important thing I do better is read the bulletin
board more often.
* I feel more confident about writing notes for second shift.
* I can write work orders and better communicate with people.
* I can use fractions and decimals better.
* Helps me feel more comfortable speaking at the meeting I have
every morning.
* It's easier to talk to my team.
* Better communication with my team members.
* I communicate with my supervisor.
* I use the computer a little better.
* I've learned how to write about machine problems.
* I'm not afraid to write a note because my spelling got better.
* I can chart statistical process control better.
* Better problem solving with math.
Smith
& Wesson continues to move ahead in ensuring that its workers
are capable and ready to use state-of-the-art manufacturing
techniques, and that they have the basic academic skills needed
to do jobs that are getting more demanding each year. There's
no question Smith & Wesson's bold approach to basic skills
training has been a win-win proposition for the company and
its workers.