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Theory of Transfer of Training

Transfer of training is the extent to which knowledge and skill acquired by trainees in a training setting are generalized, maintained, and adapted in a job setting. In organizational contexts, positive transfer of training is generally regarded as the paramount concern of training efforts—but it has proven to be a formidable challenge. Indeed, there is a widely recognized “transfer problem” whereby researchers and practitioners consistently conclude that the return on many training investments is low and organizational investments in training are too often wasted due to poor transfer. This is of particular concern in today’s rapidly changing business climate, where organizational success often depends on the speed with which people can learn and transfer new ideas and information. The theory’s central management insight is that learning and transfer are fundamentally different phenomena and learning is necessary, but not sufficient, for transfer to occur. To achieve transfer, training designers and trainees must actively pursue those training elements and activities known to foster generalization, maintenance, and adaptation of learned skills and knowledge. This entry synthesizes the most important advances in our understanding of transfer outcomes, highlights transfer antecedents most supported by empirical evidence, and identifies implications for management action.

Fundamentals

Within the domain of transfer of training, three recent conceptual advances are of particular importance. The first of these is overt recognition of the multidimensional nature of transfer outcomes and greater precision in describing those different dimensions. The second involves an expanded view of the antecedents of transfer beyond the design of learning events to include factors in the person, training, and work climate. The third directly acknowledges the importance of the type of training content on transfer outcomes.

Transfer Outcomes

Many traditional definitions stop at defining transfer as the application of learned skills to the workplace. Application is a very general term, however, and definitions that dimensionalize transfer more specifically as generalization, maintenance, and adaptability are preferred. Generalization involves more than merely mimicking trained responses to events that occurred in training. It requires trainees to exhibit new behaviors on the job in response to different settings, people, and situations from those trained. Maintenance focuses on the changes that occur in the form or level of skills or behaviors exhibited in the transfer setting as a function of time elapsed from the completion of the training program. Adaptability reflects the reality that, for many jobs today, trained individuals must not only deal with routine situations and issues but must also adapt to novel or nonroutine situational demands. The most critical point is that positive transfer is more than a function of original learning in a training experience. For transfer to have occurred, learned behavior must be generalized to the job context, maintained over a period of time, and be adapted to the particular work climate of interest.

As alluded to above, even within each dimension, there are levels or distinctions. For example, with respect to generalization, it is useful to think in terms of transfer distance. To illustrate, learning to drive a car and then finding oneself in a truck would be a situation that would demand generalization, but of a relatively short distance. On the other hand, learning principles of organizational change in a management development seminar and then attempting to practice behaviors stemming from those principles over time as head of a merger and acquisition team would represent much greater generalization distance. Depending on the type of transfer outcomes desired, closing the transfer “gap” can involve greater or smaller distances. It is important to have some degree of clarity about the nature of the transfer of interest before designing and evaluating training interventions.

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