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5 Psychology Principles You Can Use to Improve Your Technology Training

Whether you’re running new technology training for your sales team, your customer service representatives, or even to help increase digital adoption rates, there are some proven psychological techniques you can use to improve the efficacy of your program.

In 2013 a group of psychologists reviewed almost 100 years of cognitive and educational psychology studies. During this comprehensive literature review, they identified 5 key learning techniques that showed a tangible effect on learning comprehension and retention.

In this article I’ll break down what those learning techniques are, why they work, and how you can easily apply them to your next fintech training program.

Let’s get started.

1. Distributed Practice

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Distributed practice is one of the most effective techniques you can use to improve your employees’ learning and knowledge retention. Learners have to work harder to remember information after time has passed — which helps encode it in their memory.

Proportion of items answered correctly on an initial test administered in each of six practice sessions (prior to actual practice) and on the final test 30 days after the final practice session as a function of lag between sessions (0 days, 1 day, or 30 days) in Bahrick (1979).

You can easily apply distributed practice techniques to your fintech training with microlearning. Break your learning content up into short digestible pieces of content. Then encourage employees to retake courses after a period of time.

If you use LemonadeLXP, your content is already structured in a microlearning format. You can easily remind employees to retake courses using the “Triggers” feature. Otherwise, an emailed reminder will work as well.

The length of time between learning sessions should depend on how long you want employees to retain information:

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2. Practice Testing

Practice testing is a technique where learners “test” themselves on learned material in a low to no-stakes environments (i.e. they aren’t evaluated on the test).

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Mean accuracy on a final test administered 1 day or 1 week after a learning session that either did or did not include a practice test, for the top and bottom thirds of scorers on a baseline measure of ability, in Spitzer (1939).

You can apply practice testing techniques to your new technology training by including rounds of quizzes in your courses. These quizzes should be framed as part of the learning activity — not as an evaluation of the learner.

It’s also important to provide feedback. You need to tell learners whether their answer was correct, otherwise you risk encoding incorrect information. (If you use LemonadeLXP, this quiz + feedback structure is already built into the platform’s authoring tools for most step modules. You can just continue authoring as usual!)

3. Interleaved Practice

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You can apply interleaved practice techniques in your technology training by mixing multiple topics and/or problem solving scenarios together. For example, you might include multiple role-play scenarios that must be solved using different selling/customer service strategies and/or different tech products.

Percentage of correct responses on sets of problems completed in practice sessions and on a delayed criterion test in Rohrer and Taylor (2007).

4. Elaborative-Interrogation

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This technique prompts learners to ask “why,” which helps facilitate learning and integrate new information with previous knowledge.  Dunlosky et al found that elaborative-interrogation doesn’t have a demonstrable effect on retention, but it is helpful for learning new facts — especially for topics that learners already know well.

Mean percentage of logical-reasoning problems answered correctly for concrete practice problems and subsequently administered abstract transfer problems in Berry (1983). During a practice phase, learners self-explained while solving each problem, self-explained after solving all problems, or were not prompted to engage in self-explanation.

Elaborative-interrogation techniques are most useful in technology training for building deeper knowledge of new technology products once the basic have already been learned. You can use elaborative-interrogation by including open-ended “why” questions in your training, such as “why is this true?” or “why does it make sense that…?”

5. Self-Explanation

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Of the 5 learning techniques, self-explanation is most difficult to apply to online training as it typically involves learners explaining out-loud the steps they’re taking for problem solving. However, if you do in-person role-plays in addition to online tech training, you could have employees explain their reasoning and/or process out loud as they go through a scenario.

Mean percentage of correct responses on a final test for learners with high or low domain knowledge who engaged in elaborative interrogation or in reading only during learning (in Woloshyn, Pressley, & Schneider, 1992).

The Bottom Line

Distributed practice, practice testing, interleaved practice, elaborative-interrogation, and self-explanation are proven psychological techniques you can use to improve the efficacy of your new technology training.

You can use these techniques on their own or combine them for greater impact. In particular, distributed practice combined with practice testing can have a significant impact on comprehension and retention.


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