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Program
ProgramDevelopment
Development

Office Ergonomics
Training An instructional systems model
for developing an effective program
By Michelle M. Robertson and Wayne S. Maynard

E ERGONOMICS TRAINING is a critical element in


effective ergonomics, safety and health programs.
When ergonomics training is part of a comprehensive,
systematic approach to integrating ergonomics into an
organization, it can help an organization to link cor-
This article focuses on how to optimally design,
implement and evaluate an office ergonomics training
program with the goal of reducing WMSDs and other
health disorders. Key elements of an effective training
program are described within an instructional sys-
porate goals with ergonomics practices, enhance orga- tems model. Case studies provide relevant examples
nizational effectiveness and facilitate the change of how to successfully apply these training principles.
process. High-quality ergonomics training incorpo-
rates a participatory approach involving end users, The Role of Training
managers, designers and health professionals. Such an Training alone does not constitute an office
approach ensures that each employee develops the ergonomics program and it is not a panacea for
knowledge, skills and motiva- reducing WMSDs that arise from exposures to haz-
Michelle M. Robertson, Ph.D., CPE, is a tion to make constructive sug- ardous conditions and other health disorders (e.g.,
research scientist at the Liberty Mutual Research gestions for improvements. visual discomfort, stress) (Verbeek). Typically, office
Institute for Safety in Hopkinton, MA. She has This participatory aspect, along ergonomics training programs are designed to
conducted applied research projects in with the ergonomics training address these disorders as well as the contributing
ergonomics and management for more than and work system design, form workplace risk factors associated with intensive
17 years. Robertson also spent 12 years at the the basis for creating an im- computer use. Training is a mechanism by which
University of Southern California where she was proved work environment and workers’ performance and well-being are enhanced
a faculty member at the Institute of Safety and a positive continual change in to maximize an organization’s investment in people
Systems Management. She holds a Ph.D. in the company. and technology.
Instructional Technology, an M.S. in Systems Two telecommunications Due to the multifaceted nature of these work-
Management from University of Southern firms designed, developed, im- place risk factors, a work system design approach
California, Los Angeles, and a B.A. in Human plemented and evaluated an should be taken to effectively address the associated
Factors from the University of California, Santa office ergonomics training pro- WMSDs and provide an injury-free office environ-
Barbara. Robertson is a Fellow of the Human gram in order to 1) reduce ment (Arras, et al; Hendrick and Kleiner). A success-
Factors and Ergonomics Society. adverse health effects from ful office ergonomics training program should be
Wayne S. Maynard, CSP, CPE, ALCM, is video display terminal (VDT) incorporated into the organization’s overall strategic
director, ergonomics and tribology, Loss work; and 2) impart knowledge plan for safety and health. Linking office ergonomics
Prevention Dept., at the Liberty Mutual about how to effectively use training program objectives with organizational
Research Institute for Safety. In this position, ergonomically designed VDT policies and health prevention goals establishes the
he is responsible for technical product workstations. Company A was importance of—and commitment to—a comprehen-
development of ergonomic consulting tools. He a telecommunications compa- sive ergonomics program aimed at reducing nega-
has a B.A. in Zoology from the University of ny where call center representa- tive health effects such as WMSDs.
Maine at Orono. Maynard is a member of ANSI tives and supervisors were It is also important to establish an evaluation plan
Subcommittee B11 TR.1, Ergonomic Guidelines trained (n=4,050). Company B to track the program’s effectiveness. Results of train-
for the Design, Installation and Use of Machine involved system engineers who ing programs depend on several issues, such as the
Tools, and was a member of the ANSI Z356 used computers extensively social and organizational culture; however, significant
Committee on Control of Cumulative Trauma for their design work at a and positive effects of training programs have been
Disorders. He is a professional member of telecommunications develop- demonstrated by workers’ increased ergonomic
ASSE’s Greater Boston Chapter. ment company (n=45). knowledge, reduction in discomfort and increased
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healthy work practices (e.g., Bayeh and Smith; which they have some measure of control; this makes
Brisson, et al). them more cooperative and supportive of change
Training is an integral part of a larger work sys- (Luopajarvi). Such training ensures that supervisors
tem in which the individual or end user is central. It learn to respond effectively to employee suggestions.
is important that the entire system (including job A participative safety culture is required with super-
design factors, work organization, environmental visor performance expectations clearly stated by sen-
design, technology and organizational structure) be ior management (Imada; Nelhorn, et al; Israel, et al). Abstract: With
considered in order to effectively minimize the neg- increasing incidence
ative health effects arising from poorly designed Support Active Participation of work-related
work systems. Active involvement in the design of an office musculoskeletal
ergonomics training program stimulates individual disorders among
Why Train? ownership, inspires support of program goals and office workers, one
There is an established need for office ergonomics encourages a willingness to engage in the required preventive strategy
training (e.g., Green and Briggs). While engineering cultural change process [Imada; Lawler(a), (b); Smith]. is to provide a well-
controls such as workstation redesign or the use of Being a member of a team designing and implement- designed office
adjustable furniture are often suggested (Verbeek), ing such a program is motivating, rewarding and ben- ergonomics training
administrative controls such as training must eficial to both the individual and the organization. program. This article
accompany them so that employees and manage- Workers should share the responsibility of design- focuses on how to
ment understand the need for change when using ing and implementing the educational program optimally design and
VDTs and related office technologies. Training can (Luopajarvi). Active participation gives workers the implement an office
build managerial and employee support during the knowledge and skills they need to solve their health ergonomics training
introduction and implementation of an office ergo- problems (Luopajarvi; Nagamachi and Yamada; program. An instruc-
nomics program, and it is needed to help employees Smith). If worker participation is lacking, workers’ tional systems model
understand workstation setup and the use of proper motivation for and understanding of the material pre- is used to describe
postures to avoid discomfort and WMSDs (Gross sented will be low and their resistance to change will the key elements of
and Fuchs; Brisson, et al). Without these training be high [Luopajarvi; Lawler(a), (b); Smith]. such a program. Two
concepts, the presence of other administrative and case studies provide
engineering controls will have limited success Develop Active Learning Experiences relevant examples of
(Kukkonen, et al; Verbeek). For adult learners, “inquiry” or “discovery” how to successfully
learning is an effective instructional method. It apply these training
Key Elements for an Effective emphasizes learner involvement by having trainees principles and the
Office Ergonomics Training Program participate in problem-solving activities and group results that can
Several elements are key to implementing and discussions (Gordon). The use of group exercises be expected.
sustaining a successful training program. and office-ergonomics-related case studies promotes
an active and motivating learning environment,
Organizational Readiness: which increases retention (Gordon; Reed). In such an
Senior Management Commitment interactive, motivating setting, adult learners do
The foundation of any successful safety and more than just passively receive the information—
health program is senior management support they actively apply and use the concepts and skills.
(Imada; Brown). Senior managers must have the To enhance this approach, training sessions can be
vision and commitment to reduce adverse health cofacilitated by workers who are trained in office
effects and improve employees’ quality of life and ergonomics and specific work processes. These facili-
performance through the use of ergonomics. When tators can encourage students to participate by bring-
top decision makers clearly support the mission and ing real-world experiences into the classroom and
purpose of an office ergonomics program, organiza- relating them to the learning materials. Involvement
tional culture and safety climate changes. Senior of the adult learners’ expertise maximizes the learning
managers should introduce the program by address- process. Also, if the class consists of individuals from
ing employees and stating their support of the ini- various functions in the organization, active and inter-
tiative. Without strong management support and active discussions can provide an ideal opportunity to
commitment, the initiative will not produce the communicate intraorganizationally.
desired outcomes (Imada).
Ensure Ongoing Learning & Improvement
Create a Responsive Environment: A work system changes over time. In the systems
Training Managers & Supervisors approach, office ergonomics training and practices
Managers and supervisors must be trained in must be viewed as part of the overall safety, health
order to create a responsive environment in which and ergonomics program. Therefore, the program
employees are encouraged to use their training must be adapted to changes that occur elsewhere in
through reinforcement and reward. Since supervi- the system, as well as to changes in safety and health
sors have more influence on the daily performance of practices and technology. The concept of continuous
individual employees, their participation in the train- change and adaptation is fundamental to making
ing process is essential for the success of any any system responsive to worker needs. Financial
ergonomics training program. Supervisors respond and organizational resources must be committed to
best to training that emphasizes situations over actively support the safety culture change process.
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Figure
Figure 1 1
The Instructional
Systems Design Approach
An instructional systems
Instructional Systems Design Approach design approach encompasses
several processes and activities:
1) Conduct a needs analysis.
2) Design training materials.
3) Develop training materials.
4) Implement and deliver
the training.
5) Evaluate and measure the
effectiveness of the training.
Figure 1 presents an instruc-
tional system design model
and phase activities (Knirk and
Gustafson; Gordon).
Step 1: Needs Analysis
In the needs analysis phase,
an organizational task (job) and
individual analysis is conduct-
ed. Two questions must be
answered in order to derive the
training objectives: 1) What is
the current performance of the
organization and the workers?
2) What is the desired perform-
ance for the organization and
the workers?
If the performance problem
is identified as a lack of knowl-
This includes commitment of human resources such edge, skill or ability of the work-
as administrators, trainers and curriculum develop- force, then a training program should be designed as
ers, and media and computer application develop- a necessary intervention strategy. However, if the
ers. Long-term management commitment is needed needs analysis determines that the performance prob-
to continuously modify and improve the program. lem is because of a poorly designed work system (e.g.,
workstation design, work demands), then redesign
Observe & Reinforce Training intervention efforts are needed as well—in other
Performing individual VDT workstation ergo- words, training may not be the only solution.
nomic assessments requires the trained ergonomic Criteria for evaluating and measuring training
facilitator and the employee to work together using effectiveness are also developed during this phase.
collaborative problem-solving techniques. The train- These criteria are linked to the training objectives and
ing agenda should include types of disorders, are established at the trainee, departmental (strategic
job-related occupational risk factors, ergonomic solu- business unit) and organizational performance levels.
tions, and how to deal with resistance and conflict.
Employees will better appreciate ergonomic solu- Step 2: Design
tions when they understand how proposed changes During the design phase, results of the needs
will help them. The ergonomic facilitator should be analysis are used to define the instructional objectives
viewed as a coach, not as someone trying to enforce and to determine how those objectives will be met.
company policy. As a coach, the facilitator should This involves determining: 1) training prerequisites;
advise the employee on how to perform his/her own 2) trainee population; 3) desired learning outcomes
workstation adjustments. (e.g., knowledge, skills and abilities in cognitive, affec-
tive and psychomotor domains); 4) training media
Provide Continuous Feedback and techniques; 5) training environment; 6) learning
Performance improves more quickly when people conditions (e.g., individual differences); 7) instruction-
receive feedback concerning their successes (or lack al strategies; and 8) learning principles.
thereof). Timely feedback must be given to all work- Contextual factors involving organizational,
ers and managers about the results of ergonomics environmental and social issues—such as designing
training. Feedback helps to accomplish two perform- training for new workers versus experienced work-
ance improvement goals: 1) it reinforces the positive ers—are determined in this phase. Since training
outcomes and benefits of using office ergonomics occurs within an organizational culture, how a given
skills in the workplace and 2) it improves the pro- organization values the training and its integration
gram and identifies necessary corrective actions. and link to the corporate strategy must be consid-
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ered as well. Information derived from the needs evaluation is conducted after the training course has
analysis phase is used to identify these factors. been developed, implemented and delivered. It typ-
Specific instructional strategies and an outline of ically determines the extent to which the training
how the instructional activities relate to accomplish- program has been successful in meeting its stated
ment of training objectives and goals must be deter- training, behavioral and organizational objectives. It
mined before the materials are developed. A series also determines the value of the training program
of nine instructional events must occur for learning and indicates what modifications are needed to
to occur: make the program more effective.
1) Gain trainees’ attention. A summative evaluation should follow these gen-
2) Inform trainees of the training objectives. eral principles:
3) Use recall or transfer from trainees’ existing 1) Conduct the evaluation in an environment that is
experience. as similar to the ultimate job environment as possible.
4) Present training material to be learned. 2) Conduct the evaluation after a realistic period
5) Provide learning guidance. of time (preferably two, six and 12 months following
6) Elicit desired performance. training).
7) Provide feedback. 3) Conduct the evaluation based on the targeted
8) Assess performance. job tasks and conditions (Gordon). Table 1 presents
9) Enhance retention and facilitate transfer of an evaluation assessment process and examples of
training to actual task performance (Gagne, et al). evaluation measures (Kirkpatrick; Gordon).
The training delivery system is selected by match- A systematic, multiple measure, five-level train-
ing the training media strengths with the training ing evaluation model can be used for evaluating
objectives as determined in each instructional event. training effectiveness (Kirkpatrick). This five-level
Instructional media have different characteristics for model and examples of measurements that could be
providing the various events of instruction. In devel- taken at each of these training evaluation levels are:
oping a strategy for instruction, the delivery system •Level I: Pre-training assessment and baseline.
can be selected event-by-event, objective-by-objec- Examples include pre-training knowledge, attitudes,
tive in order to best achieve training goals. behaviors and organizational safety indexes.
•Level II: Reaction to the training program.
Step 3: Development Examples include post-training questionnaire ask-
Developing and testing training materials is the ing the trainee to evaluate the relevancy and useful-
next phase in the instructional system design process. ness of the training.
One should note that it is the instructional design •Level III: Learning of principles, facts, tech-
process—not the training media and technology— niques and attitudes. Examples include pre-post
that determines the effectiveness of a training pro- questionnaires/tests assessing how well the trainee
gram. The development phase involves piloting and learned the information taught as well as observa-
walkthroughs of all training materials. During this tions/interviews with the trainee. Figures 2 and 3
phase, instructional strategies are applied sequentially present a VDT individual workstation assessment
to each training activity and the most effective media tool that could be used for observations.
delivery techniques are selected. The format of deliv- •Level IV: Behavior relevant to job performance.
ery is also determined (e.g., facilitator-controlled, Examples include assessment of the trainees’ behav-
trainee self-paced or e-learning). ior on the job—how well was the trainee able to
transfer the knowledge and skills to the job. This may
Step 4: Implementation be completed by observations and/or interviews.
Implementing training consists of scheduling •Level V: Results of the training program related
how and when it will be delivered. Also, train-the- to organizational objectives. Examples include
trainer or facilitation skills must be taught and prac- reported WMSDs, time off work, workers’ compen-
ticed before the trainers and/or facilitators deliver sation rates, and health- and stress-related costs.
the training. In particular, the facilitator should learn Leading and lagging safety and health performance
how to lead and control active and interactive dis- measurements should be analyzed and tracked over
cussions among trainees. time (Table 1). Tracking these pre- and post-meas-
ures, as well as other training costs, determines the
Step 5: Evaluation
basic variables for calculating a return on investment
Evaluating training effectiveness and providing
of the training program.
feedback to the organization and trainees is the last
phase in the instructional system design. When
training results match established goals and objec- Case Studies:
tives, the program can be considered effective. Development of Workshops
The two primary types of evaluation are forma- The content of the two programs included a defi-
tive and summative (Knirk and Gustafson). Con- nition of ergonomics; basic physiology of the upper
ducting a formative evaluation while training extremities; causes of discomfort and injuries;
materials are in a draft form allows essential and ergonomics principles regarding workstation layout;
meaningful feedback to be collected from learners techniques on how to adjust and use a workstation
and is part of user prototyping activities. Summative properly; recommendations for analyzing a worksta-
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tion; procedures for reporting discomfort; and relax- trainees’ job responsibilities—including how they
ation and exercise techniques to relieve VDT stress. were expected to respond when employees reported
In Company A, a three-tiered training program ergonomics problems. This promoted interaction
was designed for senior managers, supervisors and and participation between employees and managers
employees (Robertson and Robinson). Each pro- to support changes in the work environment.
gram included specific content areas relating to A similar approach was taken at Company B,
although a greater focus was
Table
Table 1 1 placed on a high level of user
control as the ergonomic work-
Evaluation Assessment Process & Outline: stations were designed with
the intent to allow for high flex-
Examples of Evaluation Measures ibility and mobility (Robertson
and O’Neill). Managers in-
Evaluation volved in this training program
Process Possible Measures were faced with different
change issues since employees
Formative Prototype testing: Usability and measures of attitude toward were applying their ergonom-
Evaluation the instructional strategy and approach ics knowledge in a more sys-
•Observation protocols tematic manner by rearranging
•Questionnaires workstations and work envi-
•Interview protocols ronment components.
•User verbal protocols
Final user testing: Measures of comprehension, retention and Case Studies: Training
transfer Program Evaluation
•Pre- and post-training questionnaire To evaluate the two pro-
•Interview protocols grams, the following measure-
•Observation protocols ments were taken at each of the
•User retrospective verbal protocols evaluation levels. Findings are
given as well.
Summative Pre-training assessment and baseline
Evaluation •Current task performance measures Level I
•Current attitudes, opinions Level I measurements con-
•Current skills, knowledge, abilities sisted of baseline assessment
Post-training assessment questionnaires that provided a
•Trainee reaction; post-training questionnaire; interviews measure of the trainees’ skills,
•Learning outcomes measured by pre- and post-training knowledge and abilities before
questionnaires training. A pre-training knowl-
•Self-reported intentions—attitudes and behaviors edge test was given to trainees
Follow-up questionnaires at both companies. The percent-
•Two-, six- and and 12-month follow-up training age of correct responses were 67
questionnaires percent and 69 percent for
Company A and B, respectively.
Observable behaviors
•Interview and observation protocols (two, six and 12 Level II
months) Level II measurements in-
•Supervisor and ergonomics facilitator VDT assessment cluded questions on the
Organizational results and outcomes post-training questionnaire
•Leading indicators regarding the usefulness and
•Work unit performance and health (e.g., absenteeism; relevancy of the training, and
wellness) data overall course delivery. More
•Discomfort ratings; monitoring and tracking than 94 percent of trainees
•Office environment risk factor analyses; from both companies rated the
monitoring/tracking training highly favorable, use-
•Ergonomic evaluation requests; interviews and qualita- ful, informative and relevant to
tive data workstation design.
•Ergonomic observations of workstation redesign/
modification Level III
•Attitudinal and ergonomic/safety organizational prac- Level III measurements con-
tices; self-reported perceptions sisted of pre- and post-training
•Lagging indicators discomfort surveys and pre-
•Workers’ compensation claims and OSHA log data and post-training ergonomics
analyses and tracking knowledge tests. The post-
training ergonomics knowl-
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edge test asked employees open-ended questions (ROI) analysis for the office
about how they planned to use the training when training program for Company
they returned to work. Levels II and III served as a A revealed that the program
type of formative evaluation of the instructional resulted in a positive health
materials indicating whether the training program payback for trainees and the
was well received; whether training materials were company. The analysis in-
clear and understandable; and whether training volved calculating the direct
objectives were met. Trainees for both companies and indirect costs of company-
reported a significant change in their knowledge of defined upper extremity
VDT ergonomics, with correct responses of 92 per- WMSDs, costs of training
cent and 93 percent for Company A and B, respec- development and implementa-
tively, compared with 67 percent and 69 percent on tion, workstation redesign costs
the pre-training knowledge test. and ergonomics workstation
Level IV evaluation costs as well as the
Level IV measurements consisted of pre- and post- number of reported WMSDs
observational ergonomic analyses of posture and that occurred after the training
work habits. Measures taken after the training pro- program was implemented.
vided data on what the trainee did or did not change Company A experienced a
in the workplace as a result of the training. Significant 15-percent decrease in reported
self-reported and observed positive behavioral upper extremity WMSDs as
changes were found among trainees at both compa- well as a 33-percent decrease in
nies. More than 86 percent of Company A trainees average lost workdays per WMSDs case in the year
following the office ergonomics training program.
A well-
reported that they had applied the ergonomics
knowledge to their jobs, which included placement of Additionally, in years two through four after the
intervention and workstation changes, these
designed
the VDT screen, position of their wrists at the work-
station and sitting posture. Follow-up observations decreases continued.
In Company B, as employee knowledge of con-
office
and interviews by the corporate ergonomist con-
firmed these self-reported behavioral changes. trol over their workstations increased, self-reported
stress decreased. Self-reported upper/lower back
ergonomics
All participants from Company B exhibited a
high level of user control as they continually adjust- discomfort dropped 31 percent among workers who
received the training and a highly adjustable work-
program,
ed their workstations to meet various job demands.
This involved arranging the workstation for sitting station. For this same group, self-reported upper
limb discomfort was reduced 56 percent.
coupled with
and standing postures. In addition, a significant
decrease in overall body discomfort was found in
Case Studies: Training Effectiveness a properly
this group as compared to a control group with no
Overall, the ergonomics VDT training produced
training. Follow-up interviews and observations by
positive results for both companies. For Company A, designed work
the ergonomist supported these results, as more
all five levels of the evaluation model were applied
than 85 percent of the trainees said that they were
and clearly documented. Significant results were environment,
able to apply many of the principles taught in class
accomplished for all 2,500 individuals trained.
to their workplace.
Company B also demonstrated positive results for the provides the
Of the workplace changes reported, most in-
five evaluation levels with the results of the fifth level
volved chair adjustments, monitor placement, work-
showing a significant decrease in self-reported mus- foundation
station configuration and layout, and height
culoskeletal discomforts for the 20 individuals trained.
adjustments of the keyboard and working surfaces.
Other successful components were top manage- for creating
For both companies, many participants reported
ment commitment to the ergonomics program itself,
that the awareness developed through training led
active employee involvement, positive response by a responsive
to changes in posture and an increase in the number
management to employee requests for VDT worksta-
of breaks for exercise or movement.
Employees at Company A had the ability to change tion redesign or reconfiguration, and continuous environment
management support of applying ergonomics princi-
the workstation configuration within defined con-
straints that provided some means of user control at ples to the work environment. Furthermore, an for all
essential part of sustaining a successful ergonomics
the individual level. At Company B, workstations
were highly mobile and groups of workers were able training program is heightening the awareness of involved.
to change not only the configuration of an individual supervisors to reinforce positive employee behav-
workstation, but also the overall configuration of the iors. This was effectively completed in Company A as
group’s work area. One manager was very supportive part of the overall strategic plan to address health
and encouraged members of his workgroup to change issues associated with VDT work. In Company B, a
their workstation configurations within certain comprehensive ergonomics program is being de-
boundaries to support their varying job processes. signed and will be implemented in the near future.
Level V Conclusion
Level V measurements addressed organizational For both companies, the office ergonomics training
performance objectives. A return on investment programs produced positive results for each of the
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Figure
Figure 2 2
Individual VDT Workstation Assessment: Part 1

training evaluation levels. This supports the concept training can be demonstrated. A well-designed office
that the combination of user control and training are ergonomics program, coupled with an ergonomically
important—since they can provide the worker with a designed work environment, provides the founda-
high degree of environmental control through an tion for creating a responsive environment for all
increased knowledge of office ergonomics and the stakeholders. As these individuals interact with one
ability to effectively apply ergonomic principles to another, applying and seeking ergonomic solutions, a
their office work environment. With an increase in sense of participation is created.
office ergonomics knowledge as well as implementa- The two case studies show that a systems
tion of an evaluation process, the value of ergonomics approach can influence health and stress effects
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Figure
Figure 3 3
Individual VDT Workstation Assessment: Part 2

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