TS 155. A41 Foreman training courses November 1919 3 192- ■■-•■■ .^ TS fAllen, Chrrles Ricketson^ yorenan trpinJng coursep ... Kovember, IC^IQ. 'S \i5 CORNELL UNIVERSITY LIBRARY NEW YORK STATE SCHOOL OF INDUSTRIAL AND LABOR RELATIONS THE GIFT OF I^xm A. fimerBon FOREMAN TRAINING COURSES I Foreman Training and the Vocational Education Act II. Suggestive Schedules for Eighty-two Foreman Meetings III. The Need of Foreman Training — Sdnte Past Difficulties IV. Planning and Initiation of Foreman Training Courses V. Conducting Foreman Training Courses PARTI NOVEMBER, I9I9 Issued by the FEDERAL BOARD FOR VOCATIONAL EDUCATION Washington WASHINGTON GOVERNMENT PRINTING OFTICE 1920 FEDERAL BOARD FOR VOCATIONAL EDUCATION. MEMBERS. David F. Houston, Chairman, Secretary of Apriculiitre. William' C. Redpield, Secretary of Commerce. William B. Wilson, Secretary of Labor. r. P. Claxton, Commissioner of Education. James P. Muneoe, Vice Chairman. Manufacture and Commerce. Calvin F. McIntosh, Agriculture. Aethub E. Holder, Labor. EXECUTIVE STAFF. Latton S. Havckins, Chief Vocational Education Division. TJel W. Lamkin, Chief Rehabilitation Division. L. H. Caeris, Assistant Chief Vocational Education Division. C. H. Lane, Agricultural Education. F. G. Nichols, Commercial Education. Anna E. Kiohabdson, Home Economics Education. J. C. Wright, Trade and Industrial Education. CONTENTS. rf.i y Unit Unit Unit Unit o Foreword 7 Section I. — Foreman training and the vurutional education act f' Preliminary t' Purpose of the vocational education act '■' Foreman training as distinguished from teacher training Federal funds available for foreman training 'A Administration and organization of foreman training fliissos 11 Section II. — Suggestive schedules for eighty-two foreman meetings 13 The preliminary unit 13 Unit A-I. — Supervision of material 17 Unit A-II. — Cost elements on material 18 Unit A-III. — Managerial problems — material 22 B-I. — Supervision of equipment — processes and operations 2.5 B-II. — Co.st elements in connection with operations, proce.s.ses. and equipment 2i; Unit B-III. — Managerial problems ou equipment. proce.sse.«, and operations C-I. — Supervision — man factors C-II. — Cost elements In connectlcm with men Unit C-III.— MANAGEUIAL— Men Unit D. — Mnthods of luvpslisatlnt' and adjustlns troubles Section III. — The need of foreman training' and .some past difficulties A — The need for foreman training Types of training already developed Foreman training still ueede Operating sheets ^_ s.-. Forms . S.") Purpose of tlie reporting forms sQ Purpose of the anjilysis forms ST Working up forms . _ ^, S7 Method of using forms . S" Use of forms in meetings _ S7 Tse of forms out of the meeting _ _ _ SS Points for discussion ._ 88 I'so of points for discussion . ss Preparation of points for discussion S8 Instruction notes ^ SS The abuse of instruction notes • 89 Summary and conclusion Si) C — Some general suggestions to the Instrmtdrs _ '.'() Preliminary <.iO Some general requirements — conditions to be met 10 The general aim of the course 01 Objectives ;il Direct :ind Indirect objectives 01 Planning by objectives instead of topics Oi; The methods to be used '.i:2 Analysis _ '.i2 Informal directed discussion fi?, Suggestive questions Oi Tlie instrtictor in llie plant 94 Lectures 05 Texts 95 Examinations 90 The relations of the Instructor to the group 9(3 Individual and group instruction 97 I Jetting tlie group to work outside the meetings 07 Standard size for forms, instruction notes, etc OS Appendix — Sugsesiive analysis and classification of the foreman's job 99 • 'hart A— llnterial (.stock) 99 Chart B — Equipment, processes, and openuions 101 ("hart C — Man factors — utilization of the Avorking force in carrying on ojierations and processes 103 A\ailtilile bulletins of the Federal Board fm- Vocational Edueatlcn 108 Cornell University Library The original of this book is in the Cornell University Library. There are no known copyright restrictions in the United States on the use of the text. http://www.archive.org/details/cu31924002748691 FOREWORD. Up to the pi-esent time the development in the field of trade and industrial education has been chiefly along the line of training ex- ecutives and technical experts on the one hand and on the other of training the workers in the plant. More recently, however, those who have given careful study to the problems of yoct'tional education have turned their attention to the middle group which stands between the two above mentioned, namely, the minor executives or noncommissioned officers of industry. Among this latter is the foreman groupi_ In this field of training minor executives, it has been thought best to start with this fairly well defined and widely distributed group. In setting up this course, the first task was to get the content. A cooperative arrangement was therefore set up with E. I. du Pont de Nemours & Co., of Wilmington, Del., and the Federal Board for carrying on a course for training foremen at the Harrison's plant of this company, at Philadelphia ; the purpose of the com-se being two- fold — (1) to draw up the subject matter content for the course, and (2) to work out the course with a group of foremen from the plant. This work was carried on under the general direction of a com- mittee consisting of Charles E. Allen and Michael J. Kane, repre- senting the Federal Board, E. I. Anderson and J. L. Semple, repre- senting the Harrison's plant of E, I. du Pont de Xemours & Co. This bulletin is based upon the work done under the direction of this committee, and has been prepared by Charles R. Allen and Michael J. Kane, special, agents X(£ the TedfidLBoacd. In the preparation of the material, acknowledgment is hereby given to the assistance and cooperation of the following persons connected with E. I. du Pont de Nemours & Co.: Mr. H. L. Gard- ner, Mr, Ralph G. Wells, Mr. R. I. Anderson, Mr. C. C. Feagley, Mr. J. L. Semple, and the foremen who took part in the course. This is issued not as the final word on training foremen, but rather as a record of an experiment in foreman training. It is hoped, however, that the methods and means herein set forth will be of assistance to those whe are working on this problem. The material prepared is intended to serve two purposes: (1) To give information and suggestions to those who are interested in pro- moting, initiating, or conducting foreman training courses; and (■2) To provide suggestive samples of instruction material that could, if desired, be placed directly in the hands of men attending such 7 8 POKEWOED. courses or could serve as a basis for further development of instruc- tion material. Since the material prepared for the first purpose would be of no interest to men under instruction, and if placed in their hands would be somewhat detrimental in certain ways, it has seemed desirable to print the information material in one pamphlet (Part I) and the in- struction material separately (Part II). In preparing this bulletin it has seemed desirable to present in Part I, in different sections, material that would be of interest to indi- viduals who would be in contact with the work at different stages of its development. Section I is primarily for the State or local executive, or other official, who may be concerned with the question of the possibility of operating such courses under the vocational education act; and in- cludes suggestions as to how such courses should be classified as be- tween trade extension work and teaoher training, pointing out that courses of the type suggested in this bulletin are trade extension and not teacher training courses. Section II presents a series of suggestive schedules for 82 meetings. It is intended to give to the school or industrial executive an idea of the possible material that can be drawn upon in laying out a fore- man's training course to meet given local conditions. It is also intended to give the instructor certain " operating " sug- guestions on the teaching side, based on the experience obtained in conducting the " try-out " work. : Section III is intended for the industrial or school executive who is interested in the development of effective training courses or who may have had some experiences in that line that may not have been altogether satisfactory. It presents a number of suggestions as to future work and comments on past work which it is hoped may be of service. Section IV is specifically for the industrial or school executive who is faced with the problem of planning, promoting, or initiating fore- man training courses. It presents information which, it is hoped, will be of value in that connection, including a brief outline of the organization of the suggestive material and the possibilities of elastic development of courses. Section V is specifically for the instructor. It suggests methods, teaching devices, etc. It is, of necessity, Somewhat technical in char- acter. The appendix contains certain sugge"stive analyses of the foreman's job as they were developed in connection with the working up of the courses. LATTOJf S. Hawkixs, Chief, Division for Vocational Education. SECTIOX I. FOREMAN TRAINING AND THE VOCATIONAL EDUCATION ACT. PRELi:\riXABT. Foreman training courses are a form of vocational education and as such fall within the scope of the vocational education act. Since under this act certain specific funds are designated as for certain definite types of training (teacher training, industrial training, etc.), it has seemed desiiuble to include in this bulletin certain information regarding the classification of such courses for purposes of adminis- tration and supervision, as a guide for State and local supervisors and administrators. PURPOSE OF THE VOCATIONAL EDUCATION ACT. The vocational education act has for its^ purpose the preparation of men and vcomen for more efficient service in wage-earning pur- suits. The provisions of tlie act make possible either the preparation of an individual for employment in a specific occupation, or the improvement of the trade and technical skill of those already em- ployed. The vocatio that the time given to any unit and the total time given to the course would be in ac- cordance with the demands of local conditions. The material presented in this section is intended primarily for school or industrial executives as giving a general idea of the charac- ter of the material that can be drawn on in laying out foreman- training courses to meet given local conditions. In laying out the schedules it has been assumed that men could give from four to six hours per week outside of the meetings when- ever such work coidd be profitably started in the meeting, and then completed outside. With the exception of the preliminary unit each sot of schedules includes one unassigned meeting for overflow and summary. The "operating'' suggestions have, of course, only a value to the instructor. It is hoped that they may be of service to him, especially in taking up the work for the first time, especially in giving him something to go on until he has " found his feet." A general description of the organization of the various units will be found in Section IV. page 78. THE PRELIMINARY UNIT. (Seven meetings. > This unit is purposely made independent so that it can be used as an introduction without regard to the order in which the other units are taken up. It is not even necessary that the different subjects 13 14 FOEEMAN TRAINING COURSES. should be considered in one continuous series, though, under ordi- nary conditions, this is to be recommended. It deals in a, general way with the foreman's place in industry, his general functions and responsibilties and the division of his functions into supervision of production, cost, control, and management. It includes suggestive schedules for six meetings as follows: FIRST MEETING. General topic : The foreman's place in ttie development of American " industry." Subtopics : " Major and busli league teams." " Major and bush manufacturing." " Standing the gaff." The best teain wins. A good busines.s team. The production job of a business team. The foremaa's job. One way of helping him. Summary. Objectives : Direct: Tiie direct objective of this, the first meeting of the course, is to get organized, to give the members of the group a general idea of their function in terms of competitive production, and to give some idea of the function of the series of meetings. Indirect : Indirectly, the foremen should feel, as a result of the meeting, that they have an important part to play in the development of American industry — their job pride should be stirred. The instructor and the group should get acquainted and have reached a working basis. Methods and approaches: The methods «sed and lines of approach followed must be in this case largely informational. Men must get acquainted with each other and with the instructor before they will talk or discuss freely. In breaking the ice the points for discussion will be found helpful. Instruction material : Instruction notes and points for discussion are available. SECOND MEETING. General topic : Bossing jobs and doing jobs. Subtopics : What is a job? Responsibility and the job. ^ Bossing jobs and doing jobs. Names of bossing jobs. Managerial and supervising bossing jobs. General bossing jobs versus specific bossing jobs. What is a foreman? What is his job? Summary. Objectives : Direct: To secure a pretty clear conception of the foreman'.s job as dis- tinguished from the workman's job. Indirect: To get the men to thinking about their jobs as they carry them on under actual working conditions. FOREMAN TRAINING (!OUR.SES. 15 Methods and approaches : The developujeut line of approach and the use of suggestive qtiestions can be effectively useil liere. By uslni,' such ques- tions and buUdlua upou the blackboard, the desired poiats cau be brought out without it being necessary for the instructor to state them. The notes sliould be given to the men at the eud of the meeting In connection with the summary. Instruction material: Notes and points for discussion. THIKD MEETING. General subject: The foreman as a supervisor and as a manager. Subtopics : Preliminary review of preceding meeting. Supervisory jobs defined. The foreman as a supervisor. Managerial jobs defined. The foreniiin as a manager. Summary. Objectives : Direct: To get ii clear general conception of tlip supervising and manag- ing sides of the foreman's joli ami Hie different kinds of responsibility Involved. Indirect: To give the men a wider viev(T)olnt with retrard to tlie sfopi" of their jobs as foremen. Metl\ods and approach : Pevelopment approach. Suggi'slive qupslions and (lisonssinn lirlnging out the two kinds of re- sponsibilities and theli' dilTerences. Build up a partial cinssilied analysis on tlie lioard. Instruction niaterini : Notes and points for discussion. FOURTH MEETING, General suliject : The foreman as a supervisor. Subtopics : The Job of the foreman as n supervisor. Production Job defined. Stock — quantity. Stock — quality. Service production Jobs. Supervision goes with production. Summary. Objectives : Direct : To get the men to clearly get the super^■ipo^y functions of the fore- man's job. Indirect: Concentrate thinking on supervisory side of the job as a pre- liminary to taking up any one of the A units. Methods and approacli : Suggestl\e questions bearing on experiences of the men— classifying as supervisory or nonsupervisory. Build up partial-classified lists of supervisory and nonsupervisory respon- sibilities on the board. I'se points for discussion. Instruction material ; Instruction notes. Points for discussion. 16 FOREMAN TRAINING COURSES. FIFTH MEETING. General subject: Supervisory responsibilities antl metliods of discharging tliem. Subtopics : Preliminary review preceding meeting. The job determines the responsibilities. Foreman must knovsf his job to tnow his responsibilities. Responsibility points defined. Foreman must Icnow method of discharging responsibilities. Ways of discharging responsibilities. (a) Acting. ( 6 ) Recommending, (•c) Reporting. The foreman's job in any given plant. Objectives : Direct : Bring out the necessity of knowing one's whole job before one can know all one's responsibilities and of his knowing the proper procedure to follow in discharging all responsibilities. Indirect : Develop still further each man's detail thinking on his super- visory job. Methods and approach : Informational questions as to specific responsibilities of the different men and the procedure they follow In discharging them. Instruction material : Notes and points for discussion. SIXTH MEETING. General subjects : The determination of indi\-idual resiionslbilltles. Preliminary. Subtopics : The determination of responsibility points and procedure. The responsibility and procedure analysis. Analysis defined. Kinds of analysis. The foreman's analyses. Why knowing all responsibility points is not more common. Difficulties in making analysis. Need for a responsibility analysis. Summary and conclusion. Objectives : ^ Direct : To put over tlu' idea of analysis as a " stock taking." To emphasize the need of a complete knowledge of all responsibility points. Indirect: To show men that it is not easy to make an analysis even of something that one is perfectly familiar with — to lead up still further to units requiring analysis. Methods and approach : Lead up to the successive ideas by development through questions. Do not put notes in hands of men till end of meeting. Bring out idea of difficulty of analysis by class demonstrations on analy- sis of simple jobs as suggested in points for discussion. Instruction material: Notes. Points for discussion. Exercises in analysis. FOKBMAK TRAIXINO COUBSES. 17 .SEVENTH MEETING. OviTllow unci suiiiuuiry. Unit A-I. SUPERVISION OF MATERIAL. (Four meetings.) PicUminury. — Tliu general purpose of this unit is to deal with the foreman's responsibilities with regard to material, stock in bulk, assigned stock, stock in process (including all intermediate products), and finished product. Schedules provide for four meetings, an follows: ] IH.ST MKETIXG. rEEnNG. Ocnenil subject: Stock in process. Subtopics : Preliminary — Review of last meeting. Getting assigned stock from storage. H0474''— 20 2 18 FOEEMAJSr -IRAIKUSG COUJISES. Subtopics — Continued. Getting necessary quality. Getting necessary quantity. Handling intermediate stock. Analysis for foreman's responsibilities fcr stock in process. Tlie procedure that lie follows in discharging these responsibilities. Objectives : Direct : Same as first meeting applied to stock in process. Indirect : Same as first meeting applied to stock in process. Methods and approach.: Same as first meeting. iBStrnction material: Noftes. Points for discussion. Checking forms for determining each man's, specific responsibility points as to stock in pi'ocess and for the procedure by which he discharges his responsibilities. THIUU MEETITsG. General subject : Finished stock. Preliminary. Subtopics : Storing final product Delivering final product. Recording and reporting. The analysis of the foreman's responsibilities as to finished product. The procedure that he follow^ in discharging the,ie re.sponsibilities. Summary. Objectives ; Direct : Same as previous meeting applied to finished stocTi. Indirect : Same as previous meeting applied to finished stock. Methods and approach : Same as in previous meeting, using points for dis- cussion before lising forms. Instruction material : Notes. Points for discussion. Checking forms for determining each man's responsibility points as to finished stock and fpr the procedure by which he discharges his respon- sibilities. rotajTn meeting. Overflow and final summary. Unit A-II. COST ELEMENTS ON MATERIAL. (Seven meetii^gs.) Preliminary. — This unit deals with the elements of cost control in connection with material (stock) in storage, in process as inter- mediate .and final product's and as stored or delivered as final products. The schedule provides ior seven loeetingB, as follows: FOKE.MAX TRAINING COUKSES. 19 III:ST MKETINO. (ieiK-ral suli.lcct: Co^l I'leraciiin on raw stock. Subtopics: Prellniinury. Cost elements in uietliotls of storage, (a) Containers (nature of). (h) Overloading. (c) Exposure to weather. (d) Temperature. (e) Fumes. (/■) Fire protection. (ff) Light, (/i) Loss, (t) Theft. U) Other possibilities. Tlie anal.vsis of the foreman's cost responsibilities on raw stock. The proceduro by which he dlscharws these responsibilities. Summary. Objectives : l>irorl : Bring out and define the ost elements in oneh mnirs job by secur- ing an accurate and complete report. Indirect : Develop Intensive thinking as to possible cost elements in this part of each man's Job. Metliods and approach : Informational. Give notes and forms. Individual work followed by points for discussion. Instruction material: Notes. Points for discussion. Suitable checking forms to determine Individual responsibility points and procedure (standard practice). SECOND MEETINQ. General siiliject : Cost elements in handling raw stock for storage. Subtopics : Preliminary. Methods of handling a cost element. The speed element. The protection element. Transporting stock — methods : (a) Hand. (b) Mechanical. The amount carried. The value of fixed responsibility. The analysis of the foreman's cost responsibilities on handling of raw stock. The procedure by which he discharges his responsibilities. Summary. Objectives : Direct: Bring out and define the cost elements in each man's job by secur- ing an accurate and complete report. Indirect : Proiuote intensive thinking as to cost elements on this part of each man's job. 20 FOEEMAN TEAINING COXJESES. Methods and approach : Informational. Give notes and forms following use of discussion based on points for dis- cussion. Instruction material : Notes. Points for discussion. Suitable checking forms to determine Individual responsibility points and procedure (standard practice). THIKD MEETING. General subject: Cost elements in methods of securing stock for processes cr operations. Subtopics : Preliminary. Review of previous meeting. Methods of securing stock. Cost elements. Arrangement. Classification. Accessibility. The analysis of each foreman's cost responsibilities on securing stock for operations or processes. The procedure whereby he discharges these responsibilities. Objectives : Direct : Bring out and define all cost elements in this part of the foreman's job. Determine what cost elements apply in the case of each man. Indirect : Develop intensive thinking on cost in relation to this phase of the foreman's job. Methods and approach : Informational ; discussion and questions, followed by use of notes and forms. Instruction material : Notes. Suitable checking forms as in previous meeting, FOTJETH MEETING. General subject : Cost elements on stock in process. Subtopics : Preliminary. Yield. Conversion. Operating waste. Value of special knowledge and skill. The analysis of each foreman's co?t responsibilities iu this phase of his work. The procedure whereby he discharges his responsibilities. Summary. Objectives : Direct : Bring out and define all cost elements In this part of the foreman's job. Make each man determine how theseelements apply in his special case. Indirect : As in preceding meeting. FCFEMAN TRAIMNG COURSES. 21 Methods iinU iiiii'iniicli : Discussion aiul questions foUowixl by use of notes and forms. Instniotlon niaterlul : -Votes. Points for discussion. Forms. riFTlI JIEKTING. •ionerul subject: ("ost elements on finished stock. Subtopics: Preliminary. Storing. Arningement, Accessibility. < "lassificatlon. .\dulteration. l>:image. Loss. Amount carried. Delivery. Jlolliods of delivery. Condition when delivered. Promptness of dellverj-. Summary. Objectives : I'irect: To define and bring out possible cost elements In tb.Is piiase of tlie fcu'eman's job. Indirect : To force Intensive thinking as to possibilities not thought of in this connection. Mel hods and approach : Iievelopment. Suggestive questions. \\'ork built up on board followed by informal reports by different men as to their specific situation with regard to the different cost elements. Notes given out at close of meeting. Instruction material: Notes. Points for discussion. SIXTH irKKTING. problems come up in his work. Indirect: To iironiole interest In securing greater eflieiency in tills held of each man's work. Methods and approach : rpjrelopment. Discussion without notes, followed by pf>ints for dis;ussion with notes. Instruction material : Notes, Points for discussion. THIltn MKETTNc;. GenernI subject: Alanagerial problems on stock in process. Subtopics : Preliminary. The liini and power cost factors. The problem of cutting time cost. The problem of cutting power cost. The cost value of— Clear directions. Properly marked material. Proper supervision. Classifying material by grade and size. Securing maximum yield. Iledueing operating waste. Discussion of cases. Summary. Objectives : Direct : A study of managerial problems in this field and of the principles involved in them. Malting each man apply these principles to his own special case. Indirect: Promote and develop interest and more intelligent thinking and action in this phase of the foreman's job. ?letliods and approach: Informational discussion based on points for dis- cussion. 24 FOBEMAN TRAINING COUKSES. Instruction material : Notes. Points for discussion. FOrRTH MEETINQ. General subject : Jhmagerial problems on llnal product. Subtopics : Preliminary. Storing of final product. Arrangement. Classification. Accessibility. Protection, etc. Delivery of final product. Cost value of prompt delivery. Selection of methods of delivery. Cost value of correct deliveries. Cost value of delivery in good condition. Discussion of cases. Summary. Objectives : Direct : To study the managerial problems in connection with storing and de- livering final products. To make each man determine how the general principles discussed apply on his own particular job. Indirect : To get the men interested in the cost problems in this part of their job. To promote thinking and action. IMethods and approach: Questions and discussion with the notes. Instruction material : Notes. Points for discussion. riFTH MEETING. General subject : Managerial iiroblems on recording an(* reporting on stock in bulk. Subtopics : Preliminary. i Advantage of simple methods. Advantage of following procedure. Cost value of promptness. Cost value ot accuracy. Making accuracy easy. Automatic versus man-made records. Discussion of cases. Summary. Objectives : Direct : To bring out the principles of the relation of records and reports to cost in this field. Indirect ; To get men to do a better job in getting records and reports and In making them. FOKEMAX TRAIXIXG COURSES. 25 Mi'IIkhIs and apprimcli : Pevelopnient. Suggestive qiiestlons. Discussion based on the instruction notes used iis a reference. Discussion anil analysis of ci'st-s ln-nviu'lit up l>y tlie men. Instruction material: Notes. SIXTH MEETING. • Iciierul :,ul>Je mnuiary. TTxiT r,-i. SUPERVISION OF EQUIPMENT— PROCESSES AND OPERATIONS. (Four meetings.) Preliin'niary. — This unit deals with supervisory points in connec- tion with that part of the foreman's work that has to do with opera- tions, proces.ses, and equipment. It will be noted that the possession of adequate technical knowledge and skill is assumed. The schedule provides for four meetings as follows: l-lKSl MKKTINQ. < U'neral ."subject : Supervision. Equipment. Sul)topics : Preliminary. Minimum maintenance. T'se of necessary equipment. .\ssi};nnu'nt of units. Control of output. (!an-yinR reserve tool.s and equipment. Keepins different jolts going. Devise special volume arrangements to meet an emergency. Determination, of individual responsibilities. Summary. I >i)ip(tivcs : Direct : To define and brius out the possible resiionslbililies in this piirt of the foreman's job. To get from each man an analy.sis of liis particular responsibilities. Indirect : To start the men tliinklng about this phase of tlieir jobs. To uncover supervising points that they have not thought of. .Moiliods and approach: Informational. Get out individual responsibilities by use of checking form and notes, following a discussldn. Instruction material : Notes. Points for (liscnsslon. Reporting forms for the determination of individual responsibilities and standard practice in discharging them. 26 FOREMAN TRAINING COURSES. SECOND MEETING. General subject : Supervision. Processes and operations. Subtopics : Preliminary. Starting jobs and processes. Watching jobs and processes. Stopping jobs and processes. Necessary checks and observations. Kinds of jobs requiring supervision — Departmental jobs. Working jobs. Operating points. Special working conditions. Supervising operating methods. Supervising methods of using equipment units. Determination of Individual responsibilities. Determination of standard practice. Summary. Objectives : Direct : As in previous meeting. Indirect : As in previous meeting. Methods and approach : Development. Board work. Suggestive questions, followed by use of form for analysis. Instruction material ; Notes. Reporting forms for determination of individual responsibilities and of standard practice in discharging them. THrED MEETING. General subject : Records and reports on operations, processes, and equipment. Subtopics: As in notes in unit A-I. Objectives: As in meeting on records and reports in unit A-I and unit C-1. Methods and approach : As in meeting on records and reports in unit A-I and unit OI. Instruction material : Essentially as in notes on A-I applied to this phase of the foreman's job. FOtTETH MEETING, General subject; Overflow and summary. Unit B-II. COST ELEMENTS IN CONNECTION WITH OPERATIONS, PROCESSES, AND EQUIPMENT. (Six meetings.) Preliminary.— This unit deals with cost elements in . connection with operations, processes, and equipment. The possession of ade- quate technical knowledge-and skill is assumed. FOREMAN TRAINING COURSES. 27 The schedule pi'ovides for six meetings, as follows : FIB8T MEETING. General sultject : Cost elements on operations and processes. Subtopics : Preliminary. I*roces.s on operation costs. Cost elements. Operating cost responsibility points. Actual responsibility on the Job. Two general elements- — Power cost. Time cost. Summary. Ob.1ectlves : Direct : To bring out the value of the different points as possible cost elements. To secure from each man an analysis of his specific responsibilities in this field. Indirect: To uncover points, cost responsibility not thought of, and pro- mote greater interest and develop a wider viewpoint in this field of the foreman's .lob. Methods and opprouch : Dt^velopment, sugge.stive questions and discussion, fol- lowed by use of reporting forms, notes. Instruction material : Notes. Points for discussion. Forms. Reporting. RE(-ONt) MKETTNO. General subject: C^ist elements on operations and processes — continued. Subtopics : Preliminary. Cost responsibility points on the foreman's job. The effectiveness of operating supervision. Petprmination of each man's cost responsibility points. Discussion. Summary. Objective's : Direct: To develop and discuss the iwssible cost elements on supervision. Indirect : To get men to thinking about possible supei-visory co.st points that tliey have not thought of and to get them interested in looking up such points. Methods and approach : Development ; suggestive questions. Build up partial analysis of cost responsibility points ou Uie board fol- lowed by use of reporting form and notes. Instruction material : Notes ; reporting form. 28 rOEEMAN THAl^TING (JOUESES. THIKD MEETING. General subject: Cost elemeuts on operations and processes — coutiuued. Subtopics : Preliminarj-. Checks and observations. Cost elements in cliecks and observations. Cost value of unnecessary checks and observations. Cost value of inaccurate checks and observations. Cost value of observations and checks taken or not taken on time. Discussion. Summary. Objectives : Direct : To develop and discuss cost elements on checks and observations. Indirect : To get men to thinking about possible cost elements on checks and observations and to I'ouse their interest in improving this phase of their work. Blethods and approach : Development. Suggestive questions, etc., as In second meeting. Instruction material : Notes. Points for discussion. FOURTH JIEETING, General subject : Cost elements on equipment. Subtopics : Preliminary. Repairs and replacements. Types of equipment units. Lay-out of equipment. Balance of equipment. Duty of each equipment unit in use. Overloading and underloading. Amount of reserve tools and equipment. Damage and abuse of equipment. Breakdown. Idle load. Summary : Specifio cost elements on each man's job. Objectives : Direct: Same as In previous meeting applied to this phase of the work. Indirect : Same as in previous meeting applied to this phase of the work. Methods and approtich : Same as in previous meeting. Instruction material: Notes. Reporting forms. FIFTH MEETING. General subject : Continuation of fourth meeting. Preliminary. Subtopics : Operating cost elements. -How number of different jobs afCect cost. How number of operations affect cost. FOIIEMAX TRAINING COURSES. 29 Sohtoi>lt's— t'ontlrnied. How order of* operations nfltect cpst. How nuiuber of opprntiiiR points affect cost. How time consunied affects cost. How degree to which right working conditions are maintained affects cost. How accuracy of records and reports affect cost. Iti'sponslliility points on each man's job. Sunniiary. Olijeclivos: Direct : .\s in previous meeting. ?.Iel!M"ls and approach: As in previous meeting. SIXTH MEETING. General subject: Overflow and summary. Unit B-ITT. M.^NAGERIAL PROBLEMS ON EQUIPMENT, PROCESSES, AND OPERATIONS. (Eight mcf'tings. ) PirJImhiaii/. — While under •normal conditions, (he foreman has much managerial responsibility in the field of equipment manage- ment, his managerial functions in devising operations and processes is likely to be small. Processes and operations as such are likely to be determined by technical experts rather than by the foreman. On til is account the aim of the work on operations and processes is likely to bo to secure a better understanding of the value of the services of technical and planning departments, and to promote more intelligent cooperation with them, rather than to undertake to give direct training in the technical field. For this reason much more time is given to questions of equipment management than to operations and processes. FIRST JrEETING. Goneral subject ; I>etermining effective distribution of supervision from job analysis. Preliminary. Subtopics : C.\' discussion and questioning to bring out the principle-i involved. To get men to apply those principles in discussing specific casi-; in their own experience. Indirect : To get men interested In this phase of tlieir work and to lead up to more Intelligent thinking and action on this part of the job. Methods and approach : Development. Suggestive questions. Discussion based on notes iis(^(l n*: refereiicp. Instruction material : Notes. Points for discussion. Reporting forms. FIFTH MBExnsrc. General subject : " Equipment management " — continued. Subtopics : Preliminary. Repairs and replacements. Finding the economic disposal point. Substituting types of equipment. Selecting equipment units. The effective layout. Grouping units for given Jobs. Summary. Objectives: Direct : To develop and discuss the principles of good nian;;5einenf In keeping up and replacing equipment. Indirect: None. Methods and approach': Development leading uii to formulaiiou of principles. Instruction material : Notes. Points for discussion. SIXTH MEETIBTfi. General subject : " Equipment management "^continued. Subtopics : Preliminary. Securing full duty. Reducing idle load. Speciiil volume arrangement to luoet s[)ecLal cases. Summary. 32 FOREMAN TRAINING COURSES. Objectives : Direct : As in preceding meeting. Indirect : None. Methods and approacli: Development leading up to the formulation of principles. Discussion of cases. Instruction material : Notes. Points for discussion. SEVENTH MEETING. General subject : " Operating management." Subtopics r Preliminary. Laying out work in advance. Planning — Progress charts. Planning boards. Graphic diagrams, etc. Dealing with time and power costs. Summary. Objectives : Direct : To present the general principle that may be involved in this phaso of the foreman's worlj. Indirect : Get men to thinking about the value of scientific planning so that they will cooperate more readily and intelligently with a technical or planning department. Methods and approach: Development; discussion. Instruction material : Notes. Points for discussion. EIGHTH MEETING. Overflow .-nid suiinnary. Unit C-I. SUPERVISION— MAN FACTORS. (Seven meetings.) PreliTninary . — This unit deals with possible supei'visory responsi- bilities in connection with the " man factors." It is the field to which the average foreman has given the least careful thought, and his con- ception of his "man, factor" responsibilities is usually limited. Methods and approaches must, therefore, be largely developed, and discussion must be used freely. In many cases, men will be intro- duced to responsibility points that have never come to their atten- tion. In following the plan of the work as laid out the instructor should bear in mind that this unit (C-I) only deals with responsibility points in supervision, not with cost or management. Unless this point is continually kept in mind in directing discussions, much con- FOREMAN TRAIN1XG COIRSES. 33 fiihioii Mill iTsiilt. Till' questions and discussions should all center around qnc&tions of responsibilities. Should, or should not a fore- man be held responsible for (?) as a part of getting out his product ? Suggestions as to instruction material include forms for reports, points for discussion, and notes. In general, the notes should be given out after the discussion and used as references only. Much development work built up on the board is desirable. J'lEST MEETINQ. General subject : Labor distribution. Subtiipics : I'rt'llniinary. Man factor detined. General supervisory divisions In the man-lai.'tor field. Labor as such. Men as men. Men as part of the production equipment — Covering all operating points. Providing at least the minimum of slctlve distribution and apply them to the mens' specific cases. Indirect: To develop a greater interest in this pbiisc of Ibe work and to get men (o sec that their work in this field cuu be improvid. Methods and approaches: Development. Discussion of cases. Instruction material: Notes. I'oints for discussion. SECOND MEETING. Ceneral subject : Orders. Directions. Reports. Subtopics : I'rcllminary. How necessary and tinnecessary ni-ders, directions, and sutrfrcstlons affect cost. Cost elements in taking orders. Cost elements in carrying out orders. Cost value of carrying out ordeis intelliL'cntly. Cost value of back checking. Cost elements in giving orders. Cost elements in choosing between written and spoken orders. Cost value of proper use of suwestinns, directions, and orders. .Summary. Objectives : Direct : To bring out clearly cost values of the various topics discussed. Indirect: To promote more intensive thinking in this field of the fei-iinan's job and a greater interest in cost-cutting possibilities. Methods and approaclies : Development. Suggestive questions. Points for rliscussion, fully discussed, on basis of noteil as references. Instruction material : Xotes and points for discussion. THIED MEETING. General subject : f'ost elements in liceping up the working force. Working conditions. 38 FOKEMAN TRAINING COURSES. Subtopics : Preliminary. Working conditions defined. Cost elements in safety. Cost elements in ventilation. Cost elements in illumination. Cost elements in temperature conditions. Cost elements In modern surroundings. Cost elements in working facilities. Welfare work vs. cost control. Through working conditions. ^ Summary. Objectives : Direct : The cost affecting elements in the topics presented to be brought out and defined. To secure from each man a report of his specific responsibility points in this part of his job. Indirect : To get the men to thinking more about cost possibilities in this field that they have ignored up to this time. To develop a wider viewpoint on these points. Methods and approaches : Discussion based on statements of experience with the men. Suggestive questions. Notes used as a reference. Determination of responsibilities of each man. Instruction material : Notes. Points for discussion. Forms for safety first analysis and for responsibility report. fotSbth meeting. General subject: Cost elements in keeping up the working force. Mental conditions. The cost value of interest. Subtopics : Preliminary. How mental condition affects labor loss and* turnover, hence cost. Elements affecting mental condition, (a) Interest. (6) Satisfaction. What is interest? The foreman and interest. Interest factors. The cost value of — (1) Possibility of gratifying ambition. (2) Job pride. (3) Self-respect. (4) Fear. (5) Curiosity. Summary. FOREMAN TKAININU COURSES, 39 Olijectivcs: I>irect: To got a clear Idra of the conuection between cost and Interest. Indirect: To get men to thinkinj; about possible cost cutting possibilities in this Held which is usually new to them. Mi'thnds and nppronclies : Pisfusslon and suggestixi- questions based on the use of the notes as a ref- erence. I'l lints foi- discussion to follow. Instruction material: Notes. Points for discussion. rilTH MEETING. Oeueral subject: Cost elements in keeping up the working force. Satisfaction. Subtopics : Preliminary. Satisfaction defined. Some cost elements in satisfaction or dissatisfaction with the job — Cost of the dissatisfied man who is dissatisfied with his job. Cost of the dissatisfied man \\ho does not think that " he is getting a fair show." Cost of the man who is dissatisfied with the worlcins facilities. Cost of the man who thinks that his job Is not important enough. Cost of the man who thinks that his job is " beneath him." Tlie man who " knows too much for his joli." Cost of tlie man on the wrong job. Cost of the man wlio thinks that he is beinj: " put upon." Cost of the poorly adjusted team. Summary. Objectives : Direct : To present and develop the various cost elements. Indirect : To widen the viewpoint Of the man as to cost elements in this field. Methods and approaches: Development. Sufcgestivo questions and discussions. Discussion of cases. Instruction material : Notes. Points for discussion. SIXTH MEETING. General subject : Cost elements in keeping up the working force. Subtopics : Some cost elements due to the foreman's attitude — (1) The cost of " having a grouch." (2) The cost of fear of " loss of dignity." (3) The cost of having only a "labor" interest in the men. (4) The cost of playing favorites. (5) The cost of "goins off half cocked " in matters of discipline. (6) The co.st of setting a poor example. (7) The cost of lack of consideration. Sunmiary. 40 FOREMAN TRAINING COURSES. Objectives : Direct and indirect : Same as the previous meeting.. Methods and approach : Same as previous mteting. Instruction material : Notes. Points of discussion. SEVENTH MEETING. General subject : Cost elements in keeping up the working force. Physical condition and cost. Subtopics : Preliminary. Wliy phy.sical condition of tlie working force is a cost factor. Cost of fatigue due to length of working period. Working conditions. Character of the job a cost factor. Monotony a cost factor. Incipient disease a cost factor. Chronic disease a cost factor. First aid a cost factor. Summary.' Objectives : Direct: As in the previous meeting on topics taken up in this meeting. Indirect : As in previous meeting. Methods and approach : Development. Discussion. Use of points for discussion. Instruction material : Notes. Points for discussion. EIGHTH MEETING. General subject : Cost elements in cooperation. Subtopics : Preliminary. Cooperation defined. Why cooperation is a cost factor. Cost value of cooperation with — (a) The management. (6) Immediate superiors, (c) Equals. Cost ^•alue of cooperation from the working force. The foreman's cooperating job as a cost proposition. Summary. Objectives : Direct : To define and bring out the cost values of the topics presented. Indirect : To increase the conception of the men as to the value of coopera- tion as a cost element rather than as a matter of good fellowship. Methods and approach : Development. Discussion — use of notes as a reference. Points for discussion. FonEMAN TRAINING COURSES. 41 Iiistructliin iimlriiiil : Points for dlsi ussion. NINTH MEETING. iJeueral subject: Ciist elements. Chrelessiiess on the job. Subtopks : Carelessness on the job defined. Tempi I ra ry carelessness. Permanent carlessness. <'iist values of each. Cost values of temporary carelessness due to— (1) Ignorance. (2) Fatigue. Cost values of liei-iiianent carelessness due to— (1) Sense of accuracy lacking. (2) Man on wronK job. (3) Sense of responsibility lacking. (4) Individual does not want to work. Summary. Objectives : Direct : As in preceding meeting. Indirect ; As in preceding meeting. Methods and approach : As in preceding meeting. Instruction material : Notes. Points for discnssion. TENTH MEETING. (ipiioi-al subject: Overflow and final summary. Unit C-III. MANAGERIAL— MEN. (Seventeen meetings.) Prelim I imnj. — This unit deals with the managerial problems con- nected with labor distribution and with dealing with men. Since the human-relation phase of the foreman's work is, as a rule, of great importance, and it is a field with which many foremen have but little acquaintance and to which they have given but little thought, the schedule provides for 17 meetings, as follows: FIKST XIEETING. General subject : Labor distribution. Subtopics : Preliminary. Number of men on each operating point must be known from job analysis for operating points. Kind of skill required must be known. 42 FOREMAN, TBAINENG- COUESES. - Subtopics — Continued. Minimum requirements must be known in terms of — (o) Trade k:nowledge required. (6) Trade skill required, (c) Mental and physical requirements. Exercises in determining minimum requirements on various jobs; discus- sions of actual cases (use of job analyses here if desired). Summary. Objectives : Direct: Present and put over the ideas as listed. Indirect : Lay a basis for the next meeting. Methods and approach: Development. Discussion. Instruction material: Notes. 8EC0>'B SIErTT^-fi. General ."subject: Labor placement. Matching man qualifications to job reqviirements. Subtopics : , Preliminary. Use of job analysis — to get job requirements (as in notes on B-III). Use of qualification analysis. The method. Listing man qualifications against job requirements. Summary. Objectives : Direct: To present and train in the method. Indirect : To reduce " guesswork " in placing men. Approach and method : Informational. Practice on actual cases as worked out by men. Individual work. Instruction material : Notes. Man qualification. Forms. THIRD MEETING. General subject : Orders, directions, and suggestions. Preliminary. Subtopics : Managerial problems in — Reducing time spent in giving orders, directions, and suggestions. Possible devices. Determining when to use orders, vs'hen directions, when suggestions. Discussion of cases. Getting orders obeyed. Getting directions followed. Getting suggestions taken up. Discussion of cases. Summary. FOREMAN TRAIN TNG COURSES. 43 Olijcctivos : Dlifct: To briiiK out tlif vnrioiis nianagorial means of dealing with this pliiisc of the fiireniiiii's job and their relative values. Indirect : I'roniott^ thinl(inK leading to better handling of this mutter. Methods and approach : Discussion. Application of principles presented to specific cases as presented by the men. In.striicllon aiuterial : Notes. FOUBTH MEETING. General subject : Gcttins orders understood. Preliminary. Subtopics : Getting orders understood. Making sure orders are understood. Effective instruction. (A brief presentation of the principles of the instructing proces.s.) Objectives : Direct: To put over the general idea that there is an instructing process consisting of certain step.s. Indirect: To get men interested in improving methods of ordering and directing. Methods and approach : Informatloual. Instruction material : Notes. FIFTH MKETING. General subject: (Jettinj; accurate reports. Subtopics : Preliminary. Methods of recording and reporting, such as — The graph. Tlie planning board. The card catalogue. The loose-leaf book. The progi-ess sheet, etc. Conditions under which those dlfterent methods will give the greatest chance of accuracy, convenience, and speed. Summary. Objectives: Direct : To present a number of means of recording data and di.'icuss their advantages and disadvantages with regard to given cases. Indirect : To Improve condition of the department records. Methods and approach: Informational. Discussion. Instruction material: If possible demonstrate from material of the various devices. SIXTH MEETING. General subject : Safety practices. Subtopics : I'rellminary. The foreman's responsibility outside of cost. 44 FOREMAN TEAINING COURSES. Subtopics — Continued. Managerial problems in safety practice. Preventing accidents due to carelessness or Ignorance. Preventing accidents by developing a greater interest in care. By use of transfer and discbarge. By selection of men. By use of safety devices. Automatic. Nonautomatic. Marking danger points. Minimizing occupational dangers. Cooperating with management and safety department. Summary. Objectives : Direct : To put over the general methods and devices for reducing accidents. Indirect : "Jack up " this side of the work by promoting greater intelli- gence and sense of responsibility. Methods and approach: Development discussion followed by use of notes and discussion of cases. Instruction- material : Notes. Points for discussion. SEVENTH MEETING. General subject : Safety practices. Subtopics : Preliminary. Training habits of safety. Cooperating with other departments in using safety material provided. Giving instructions. Trusting " the other man." Minimizing occupational dangers. The pro and con. Use of job analysis to determine " high " and " low " danger points. Summary. Objectives : Direct : To put over and discuss methods of making safety surveys in the department. Indirect : To " stir men up " on this work. Methods and approach: Information discussion. Use of forms for identification of danger points on operations. Instruction material : Notes. Forms for danger point surveys. EIGHTH MEETING. General subject : The promotion of interest. Subtopics : Preliminary. Interest factors. Promotion of interest through recognition of ability. FORKMAN TnAlXINO counsES. 45 subtopics — Ccintlnueil. Uiiw (1 Idii'iimii can iccofrnlze ability through transform, rfrdinmenilations, pi-oniotlons, etc., uiidei- tin- ("^tiihlishi'd prucedim'. iJlsciisslon of cases. .The value of good equipment, tools, etc., in promoting interest. How till' foreman's attitude may affef-t Interest. Summary. Objectives : I'irect: To direct the attention nf the men lu the vnlue of the use of in- terest as a managerial tool. Indirect; To widen their viewpoint and rouse their Interest in this phase of the foreman's work, Blethods and approaches : Development. I )iscu.ssion. SujiKt'stivc questions. Instruction material : Notes. Points for discussion. xt:y getting tlie men to study and classify cases. Methods and approaches: Largely Informational discussions, followed ljy analj'sis forms. Nok's given out at the beginning of the meeting. Instruction material : Notes. Analysis forms, points for discussion. i8 FOREMAN TEAINING COURSES. FOURTEENTH MEETING. General subject: Permanent carelessness. Subtopics : Preliminary. Handling cases to save men ; to lose men. Handling permanent carelessness. Transferring men to different kinds of jobs. Breaking up routine. Discharging men. Conditions under which discharge is the cheapest thing to do.. Analysis of cases. Summary. Objectives: As in preceding meeting. Methods : As in preceding meeting. Approaches : As in preceding meeting. Instruction material: Notes. Analysis forms. Points for discussion. ' FIFTEENTH MEETING. General subject : Cooperation with the management and ■with immediate su- periors. Sul)topics : Preliminary. The managerial problem of cooperating with the management. Carrying out policies. Xot " knocking " the concern. Transmitting orders intelligently. Making suggestions carefully when they are asked for. Being a part of the organization. Having plant pride. The managerial problem of cooperating with immediate superiors. Understanding instructions fully before acting on them. Passing on instructions clearly. Getting instructions to the right man. ^Making careful and correct general reports promptly when called for. Not knocking. Summary. Objectives : Direct : To put over the principles that should be followed in dealing with the topic as presented, and to give some training in applying them in specific situations. Indirect : To promote a better and more intelligent cooperation between the men and their superiors. Methods and approach : Development. Discussion of problems. Use of points for discussion with notes as reference. Instruction material : Notes and points for discussion. FOREMAN TRAINING COURSES. 49 SIXTEKNTH ^rEETING. Ocnei-nl subject: Cooperation with equals, and securing fuoiM ration from ihe working force. Suliloplrs : Preliminary. A. JIanugerlnl problems in cooperating with equals. Appreciating the other fellow's troubles. Not knocking other departments. Helping the other fellovv' out. "Plii.ving .square." B. Managerial problems In securing cooperation from the working force. Telling the truth. Giving a square deal. Developing departmental pride. Develojjiug plant pride. Playing no favorites. Summary. Objeclives: Direct : As in previous meeting. Indirect : As in previous meeting. Methods and approach : -\s in previous meeting. Instruction material : Notes. Points for discussion. SEVENTEENTH MEETING. Final summary and overflow. Unit D. METHODS OF INVESTIGATING AND ADJUSTING TROUBLES. (Six ineetinfTs.) Preliminary. — This unit deals with the metliocls of investigating and adjusting "troubles": that is, diiRculties whose cau-e is not ob- vious. It presents certain general methods of studying such cases hy^toni- atically rather than by purely " guess " methods. The chief work in presenting this unit would be to give practice in analyzing and adjusting actual cases. It should be noted that work in this unit would draw from all of the preceding units, and so would serve as a general " tie-up " and final review. The schedule provides for six meetings, sufficient to develop the general ideas : of course, as many more meetings as desired could be given to the working out of specific cases. 140474°— 20 1 5.0 PQEEMAN TEAINIKG COTJilSES. FIEST MEETING. General subject : Locating trouble. SilWtopics : Preliminary. Difficulties versus troubles defined. Methods for adjusting difficulties. Methods for locating troubles. Testing out for trouble — the two methods. The method of testing by guess. The method of following a regular procedure by progressive testing. Summary. Objectives : Direct : To present and discuss the two general methods in a general way. Indirect : To get the men interested in the method of progressive testing. Methods and approach: Informational discussion based on notes used as a reference. Instruction material : Notes. SECOND MEETING. General subject : Locating by the method of progressive testing. Subtopics : Preliminary. Review of first meeting. The method. Defining the difficulty definitely. The analysis by groups. The analysis of groups. The method of testing by elimination. The method of testing by variation. Summary. Objectives : Direct : To put over the method. Indirect : None. Methods and approach : Informational. Questions and discussion. Instruction material : Notes. THIBD MEarriNG. General subject : Practice in locating trouble. Subtopics : The discussion and "-testing "' out of cases brought out by the man. The discussion and testing out by the gi-oup of cases brought in by differ- ent men. Objectives : Direct : To secure practice In application of -the methods presented in the two previous meetings. Indirect : None. Methods and approaches : Suggestive questions. Discussion. Group work. Instruction material : Notes. KOnKMAX TRAINING COURSES. 51 FouiiTH mi;i:tikg. General subject: Exercises in "trouble sliiniting." Subtoi)lc: Tlie working out of tiisos iudlvlUually, u^iug .suitable forms. Objectives: Direct: Tn givo practice in working out the inetliods as applied to specific cases. Indlre<'l : None. Methods and approach : Development. Individual work. Get each man to work out an iBdiTidual problem with the aid of sugges- tions and comments from the instructor and using the notes as a reference, lustruetimi material: Suitable forms. Notes. FIFTH MEETING. (loneral subject : " Trouble shocrting " — continued. Subtoplc : A continuation of tbe work of the fourth meeting. BIXTH MEETING. Final. SECTION III. THE NEED OF FOREMAN TRAINING AND SOME PAST DIFFI- CULTIES. PRELIMINARY. This section is intended for industrial or school officials or execu- tives who may be contemplating the establishment of foreman-train- ing courses or who may desire to increase the effectiveness of courses already in operation. It presents for consideration certain genera] standards, discusses a number of important points about which a certain amount of confusion has existed in the past, and makes cer- tain suggestions as to ways and means by which training efficiency may be increased. There is also presented a brief discussion of the reasons why fore- man training seems to be, at the same time, one of the most vital and pressing problems in the field of industry and in vocational training. The material presented is, of necessity, brief and general in its character, and is, of course, intended to be suggestive only. As such it is hoped that it may be of value. A brief statement as to the cooperative method by which the sug-. gestive courses were developed is also included. A THE NEED FOR FOREMAN TRAINING. TYPES or TEAJNIXG ALREADY DEVELOPED. The development of vocational training in this country is just entering on the third of three stages, of which the first, the training of executives and technical experts, has received attention for a rela- tively long time; the second, of comparatively recent development, has concerned itself with the training of the actual worker, mainly in certain skilled trades; the third, at this time just beginning to receive careful attention, concerns itself with the training of the man who stands between the executive and technical expert and the actual producer — ^that is, the foreman. Early in American industry the recognition of the need of trained executives and technical experts led to the development of means of supplying this type of training through colleges and technical, schools, so that the demands of this phase of vocational education have been well met for some time. 52 FOHEMAX TRAINING COURSES. 53 Soon aftei" 1879 the importance of training workers began to be increasingly recognized, and as a result serious attempts to meet this demand have been developed, until recently the movement has be- come sufficiently important to warrant national attention, as wit- nessed by the Federal Vocational Education Act. FOnEMAN 'JRAINIXO STILL NEEDED. Even with these phases of vocational training provided for, there has appeared a need for still another phase of training which will link the two previous phases of vocational training to each other. This training is for the men who are by virtue of their position bound by responsibilities to both working force and executives, and who are usually designated as foremen. They form a very important link in the industrial chain which might be said to be made of (1) a link of executive functions, (2) a link of operating or working functions, and (3) the foremanship link, which completes the chain. This middle link of foremanship is one which, until very recently, has received little or no attention from the standpoint of training, and at present, forms the Aveakest point in our industrial chain. It may be said that from the standpoint of training for industrial efficiency, the original theory was that competent leaders or securing competent leaders was all that was necessary to secure industrial efficiency. While this.theory largely obtains up to the present time, for some time farsighted men have seen that competent leaders with untrained men could not develop ii fully effective industrial organi- zation. Eecently it has become more and more apparent that no matter how competent the leaders, or the men, they could not do a thoroughly effective job without the aid of effective foremanship. RKASOXS FOR PHKSl'.N-l- INTEREST IN F(iRE3IAN TRAINING. The present strong interest in foreman training as a means of securing more effective industrial efficiency is due to two very active causes. The first is, that owing to war emergencies during the past few years, the value of properly organized training and its definite results have been demonstrated on a much larger scale than ever before. Second, that many men concerned with the future of American industry feel that to meet anticipated active foreign com- petition, much more effective methods of production must be estab- lished, and that the weak link in the chain must be strenthened. Owing to these facts, many foreman-training courses are being undertaken or are contemplated in various parts of the country. As a result of this situation the Federal Board deemed it advisable to 54 FOREMAN TRABNING COURSES. make a study of the foreman's job, and of the possibilities of train- ing with a view to furnishing helpful suggestions to those engaged in formulating foreman-training courses. B.— THE GENERAL METHOD BY WHICH THE WORK WAS CARRIED ON. THE TWO JSTECESSART STEPS. The problems of securing this material required two steps: (1) To determine the actual responsibilities of the foreman on his job which it was felt could only be secured by direct contact with foremen and executives. (2) To embody the information so obtained, in suggestive train- ing courses, in which the material be so organized and such instruc- tional methods suggested that effective training could be promoted. It was felt that this could only be done by experimental work with actual working foremen. Through cooperation with a large industrial organization, such a first-hand study and trying out of instructing methods was made possible. The work was developed and tried out through a com- mittee composed of a superintendent and an employment manager, detailed for the service by the management, representatives of the Federal Board, assisted by groups of supervisors and foremen who volunteered to assist in the work by furnishing first-hand informa- tion and experience and by taking the training work as it was de- veloped. The material presented is the result of the cooperative work of this group. SCOPE OF THE WORK. From their experience it was the opinion of the men on this com- mittee that while a demand for manual and technical training might enter into some courses, in such cases it must be specialized in its application to the particular industries in which the members of the gix)up under training were employed. This would mean that work of that character would be practically trade-extension work for which the methods are well established, but which are not actual features of foremanship training proper. The consensus of opinion was that the crucial points of foreman training lie on the side of the foreman's functions as a supervisor and as a manager and therefore it seemed desirable to confine the study and development of the course to the supervising, managing, and instructing pjiases of the foreman's job. FORE MAX TKAIKriCC! I'OURSKS. 55 C — SUCCESS FACTORS IN TRAINING COURSES. rnrxiMTXAiiT. The following paragi-aphs discuss some problems in connection with the general standards that should be met by training courses of the type under discussion and point out certain ways in which some courses as conducted in the past have failed to meet altogether these standards and with coiTcsponding loss of effectiveness. STANDARDS I'OK VOCATIONAL COUIi'^E.S. Training courses for foremen are, of course, one form of industrial education and their efficiency depends upon the degree to which they meet the same standards that must be met in any form of industrial education. Among the more important of these standards are : (1) The material presented in the course must meet a real vocational need. (2) In order to do this it must be specialized in terms of the particular occupation followed by the members of the group to which it is given. (3) The members of the group to which it is given must either have a common vocational aim or a common back- grovmd of the same kind of vocational experience. (4) The membership of the group to which the course is given must be confined to individuals who are able to profit by the instructions. (5) Tlie working conditions must be such that the members of the group can profit by the instruction, that is, the course must be specifically efficient. SOME PAST DIFFICULTIKS. As is always true during a period of experimental development, many of the foreman and training courses that have been conducted in Qie past have failed to render the greatest service of wliich they might have been capable thi-ough real or fancied inability to meet some or all of these conditions. This has been particularly true in connection with mistaken or undefined aims, unsuitable instructors, improper conditions, work based on unsuitable educational theory and unorganized work. MISTAKEN' OR T7XDEFTNED AIMS. A training course can not be efficient unless those planning aaid conducting have in mind exactly what they wish to accomplish and utilize methods that will enable them to achieve that aim. A course 56 FOEEMAUr TRAINING COTJESES. whose aim is merely " to do good " can not be effective vinless it is also determined what sort of good is to be done. For illustration, in many concerns it is highly desirable that fore- men should meet with each other and with higher supervisors and executives for conference, discussion of immediate problems, ex- planation of policies, etc. Such an organization is a part of any Avell-organized concern. But a series of meetings of this kind has a totally different aim from that of an organized training course. Subjects discussed must be determined by current happenings in the plant. A large part of the value of the meetings may lie in the " get together " field. Under these conditions, from tlie standpoint of training, the work can be neither organized nor 'can the aims be definite. One common error in connection with foreman training has been to confound the function and undoubted value of foremen's meetings with the function of a training course and to expect to obtain from such meetings, valuable as they are, in terms of their proper func- tion, the results that can only come through a well-organized and well-taught training course. UNSUITABLE IXS1J?UCT0ES. The second case of failure of foreman-training courses to do all that could be reasonably expected from them has been a failure to use a competent instructor. A very common method has been to bring into foremen's meetings various experts who presented some phase of their expert knowledge and, no doubt, did it with some profit, but men of this type are not instructors and should not be expected to do instructing work as distinguished from informing work. A competent instructor is able not only to keep clearly in mind the particular aims that he may be working for at any par- ticular point but he knows how to organize his material in line with those aims, and he knows how to " put it across " by the use of proper methods of instruction. As pointed out elsewhere the value of a training course comes out in the degree to which men trained are able to use and apply what they get in the training course on their every-day jobs; and this involves much more than the passing out of, or even the acquirement of, information about their jobs or about how to do their jobs. The instructor usually employed for training courses is either a man drawn from the org'anization who has little or no instructing ability, or a man drawn from the school organization with little or no plant experience and who usually uses the same instructing methods that he has been in the habit of using in his regular school work. In neither case are the results as efficient as they should be, and in many cases the result has been to FOREMAN TKAINIXC COrr.SKS. 57 condemn the whole iiU-a of foreman triiininjr. because it was found that with foui-ses conducted under tliese conditions the results did not show (Infinitely improved foremanship work on the job. Tlie rjucstion of ways and means for securing the most promising type of instructor are discussed in Section III, and iti suffices here to draw attention to the facts as stated above. rAITH IX GEXEEALIZATION. Another difficulty in the operating of many foreman-training courses has been that they have been too general. General principles have been presented and the man has been left to apply those general principles to the particular conditions under which he has to work without any specific training in their application under special condi- tions. A presentation of a general method of planning work is, for example, of little value unless the man is actually made to work that plan out to meet his own particular working conditions, and under the particular procedure of the concern in which he is employed. A presentation of certain general principles of efficiency is likewise of little value unless the man is trained in applying those principles under his own particular working conditions. Many foreman-train- ing courses, as they have been organized and presented, have been subject to this difficulty. The work has been organized and presented in terms of abstract general principles. This has been (particularly true where such work was undertaken by men drawn from the school force or where it was given by technical experts who were not in close contact with the actual working conditions of the men with whom they were dealing. An important point of this kind is that generalized courses often appeal both to the promotors and to the in- structors as being in themselves complete, whereas they are incom- plete and must remain incomplete unless they are worked out in terms of actual practice and experience. For example, a course may deal with the general principles of per- sonal efficiency. Men may be told about the value of planning ahead, scheduling their work, etc., and the advantages of such devices pointed out, but the man is often left unaided to work out these val- uable general principles in the specialized form in which they must be worked out in his own practice. Speaking from the standpoint of teaching, application is omitted. Men are rarely able to make such specialized application unaided; they need to be shown how to apply general methods and principles to their own special working conditions, and this usually calls for much assistance and directed thinking, and a training course that fails to do this will inevitably fail of full effectiveness. The same statement will apply to many " general "' courses in management, supervision, etc. 68 FOREMAN TRAINING COUESES. UNORGANIZED WORK. Stiir another difficulty in many foreman-training courses has been that the work has not been organized in terms of certain definitely determined aims and objectives. Meetings have been held at which, in many cases, the instructor, having at his disposal little or no time for preparation, since he was carrying the course as a, " siiie line " to his regular work, has selected at random, at the last moment, a topic which he thought would be of interest and which he thought, eould be successfully put through at that meeting, without having definite knowledge of its desirability or applicability from the stand- point of the men being trained and without proper advanced plan- ning and organization, so that the work of the course has not headed up into an organized form and men have lost interest because they could not see the connection between the work in the training class and the demands of their own work. EMPHASIS IN THE WRONG FIEUD. The general testimony of foremen and executives is that, in the ma- jority of cases, the greatest difficulty in effective foremanship lies on the sides of supervision and of management, especially the manage- ment of men. Under normal conditions, foremen who do not pos- sess the necessary technical knowledge and skill to properly super- vise the operations and processes for which they are responsible do not remain as foremen; only under exceptional conditions, such as existed during the war, should it be commonly necessary to offer training in technical knowledge and skill to foremen . or prospec- tive foremen, since any well-organized concern will not employ or promote to foremanship men who are distinctly lacking in these lines, except under exceptional circumstances. Up to the present time many courses in foremanship training have concerned them- selves witii the technical and manipulative phases of the foreman's job rather than with the supervisory and managerial phases, espe- cially with regard to the management of men. POSSIBLE TYPES OF COUESES. Training courses as conducted may have any one of three aims: (1) They may be informing courses whose aim is to simply pass out certain information; (2) they may be organizing courses whose pur- pose is to aid men in organizing and classifying what they already know by virtue of their past experience; (3) they may be training courses proper whose aim is to train men in applying to their own particular working conditions and to the solution of their own par- ticular working problem general methods or principles. The ma- FOREMAN TRAINING COURSES. 59 jority of courses offered up to this time have been informing rather than organizing or training courses, and training courses proper ha^e been compaintively rare. This has been largely due to the character of the instructors employed, to abnormal conditions due to the war, and to the general belief on the part of executives without knowledge of effective training methods, that informing courses were entirely sufEcient to secure the desired results. HELATI^E OKDER OF THEORY AXD PRACTICE. Another difficulty with many foreman training courses has been that in dealing both with standiird practice and the theory or under- lyiiig pi'inciples on which standard practice is based, theory was presented in advance of practice, and in some cases but little atten- tion was given to what may be called the practical side of the prob- lems. In dealing with this question from the instructing standpoint there are two recognized methods : ( 1 ) To start with standard prac- tices as facts and work up to the general principles on which they are based, and (2) to start with general principles and work down to the standard practices in which those principles are developed and applied in specific practice. As an example of the first method we might take a course dealing Avith such general principles as the conservation of time and power, through planning, scheduling, etc., following such a general presen- tation by some discussion of the application of these general prin- ciples in practice. An example of the second method would be where standard practice in the particular form in which it was worked out in the particular concerns in which the men were employed was first taken up and the underlying principles developed from that foundation. Under ordinary working conditions the second method is much more effective than the first since for the type of course for which most foreman training courses are developed (trade extension or promotional) tke work can be started with material with which the men are already more or less familiar. For example, the prin- ciple that responsibility must always be fixed, stated as an abstract principle, will usually mean little to them, but the fact that in prac- tice they receipt for material, keep job records, etc., can be made the basis on which that general principle can be developed. Courses dealing with the general principles of personal and in- dustrial efficiency have often failed to be as effective as they might have been because they started " at the wrong end " ; with general theory instead of with specific practice with which the men were familiar. They " started to build the roof before setting up the foundation." 60 FOREMAN TRAINING COURSES. The material presented in this bulletin has been developed on the plan that it would be used by the method of working from the specific to the general, that out of the discussion of the various spe- cific items of standard practice, the problems of supervision, mana- gerial control, etc., would gradually come an appreciation of the underlying principles and their value. EFFICIEXCT COURSES. Ji'oreman training courses, when effectively conducted, undoubtedly result in increased efficiency on the part of the foreman in the broad sense in which the term " efficiency " can be used. In the more nar- row and technical sense of the term such courses as are suggested in this bulletin are not "efficiency" courses, should not be so labeled, and should not be given by an efficiency expert. The fundamental aim of the courses as suggested is to develop the ability to deal more effectivelj' with individual problems as they arise under actual con- ditions and according to the specific procedure as established. THE TYPE 01- iIAJ{ FOR WHOM THESE COURSES HAVE BEEN DEVELOPED. To avoid possible misunderstanding it may be well to state here that the suggestive courses presented in this bulletin were developed for service as trade extension or promotional courses for foremen, using the term as designating the man who stands next to the work- ing force, whatever may be his special title in any given industry. As presented they were not intended to be used for the training of higher minor executives such as assistant superintendents, super- visors, etc. For this reason the content is confined to those points with which a foreman, as defined above, may have to deal, and does not include material that might be of value in the training of higher minor executives. SECTION IV, PUNNING AND INITIATION OF FOREMAN-TRAINING COURSES. PKKLIMINAKY. This part of the bulletin contains information and suggestions which it is hoped will be of value in connection with the initiating and operating of suggestive foreman training courses as outlined and contains information and suggestions in connection with the initiation, planning, and preliminary organization of the work. It is, in effect, a suggestive handbook for the executive or school of- ficial who desires to initiate such courses, giving such information and suggestions as experience has shown may be of value in initiat- ing and planning effectively. Suggestions and comments that apply to the work of the instruc- tor who conducts the course are presented in the following section : THE VALUE or PRELI51INAHY PLAXXIXC. The success of any training course depends as much, if not more, on the care exercised in the preliminary planning as on the actual operation of the course itself. Unless the. answers to certain ques- tions are carefully determined in advance, any course will fail in rendering the degree of service that should be expected. These questions, in general, should cover at least three fields: (1) The kind of course to be given. (2) The working conditions to be established. (3) The kind of an instructor to be put in charge of the course. THE PARTICULAR NATURE OF THE COURSE. The course to be given must be based on a determination of actual needs. Probably in no two communities are the needs for foreman training the same, and this statement is generally true of different industrial plants in the same community. In one case the need may be for additional technical training on a trade extension basis; in another case, for training on the supervisory phases of the foreman's work; in another, for training in effective methods of handling men or controlling cost. Unless the particular need is known, a course can not be planned to meet that need. 61 62 POEEMAN TRAINING COUESES. The particular kind of course to be given determines the sort of an instructor required, and, to a certain extent, the working con- ditions, hence, the first step in planning should be a determination of the special kind of training i^equired through some form of study of local requirements. Simply advertising a course for foremen training that has been developed on a purely theoretical basis, or that happens to fit the qualifications of some one who can be con- veniently secured as an instructor, will not result in an effective course or build up the work on a permanent basis. POSSIBLE SOURCE OF INFOKTMATION. In determining local needs there are two chief sources of informa- tion, executives and foremen, and if possible contact should be made with both groups. As the " man higher up " the executive sees the general fields wliere, in his organization, training should be of value. As the " man on the firing line," most foremen are aware of their own detail difficulties. ' A course worked out from information obtained from either side alone is likely to be more or less " lopsided." Such a study should be made some time in advance of the time fixed for the opening of the coui"se and should be conducted, if possible, by some one especially qualified to determine from the in- formation which he obtains the actual needs. To do this effectively, it is highly desirable that he knows the general organization and procedure of industrial plants and should also possess some in- structing ability. An advisory committee, as discussed later, will often be found helpful in this preliminary work. As a result of such a study it should be possible to formulate a definite plan, embodying definite aims in definitely defined fields, making provision for working under definitely determined working conditions, the whole proposition showing a recognition of definite recognized needs and offering promise of meeting those needs ef- fectively. THE NEED OF DEFINITE PLANS. It must always be remembered that in industrial training of any sort a man is attracted by a training proposition only to the ex- tent that he is convinced that he will obtain from it some tangible tenefit. If it is desired to establish a part-time extension course, the management employing the men who take the course must be convinced that the ct^t of the loss of time in production service will be more than made up in increased efficiency, and it judges the value of the work by the actual evidence of such inci-eased efficiency as it appears in a reduction of what it knows to be cost factoid. If the course is planned for " leisure .time " men will be atti-acted to it and will continue to attend only in proportion as they see FOEE-MAN TEAIKIXG COURSES. 63 in it some direct personal or occupational advantage. It ib, therefore, highly desirable that com-ses definitely planned to meet local condi- tions should be fully developed before they are offered as \ olimtary attendance courses in leisure time or before employers are approached with any form of part-time proposition. TYPES OF COURSES. TYPES OF COURSES THAT MAY BE OFFERED. As already stated the fundamental key to any effective planning is the determination of the type of course required. There are five possibilities coverinfr five general phases of the foreman's work. These are: (1) Courses dealing with the supervisioii of production. (2) Courses dealing with managerial cr>st controL (3) Courses dealing with the training of help. (4) Courses dealing with the necessary technical knowledge. (5) Courses offering training in necessary manual skill. The type of course needed, will, therefore, be one or niore of these five, as thfi need may be determined l>y pz'eliminary investigation. coxditioxs uxder which a training course in any field can be epi't;cti\'e in jieeting actual needs. Whatever may be the tj'pe of course or types of eourses determined n^wn they must be planned to closely meet the local need, or the needs of (he particular gix)up served. "Standard"' courses that will fit ttve requirements of all localities or CA-en of the foremen in different concerns in the same locality should seldom, if ever, be planned, and a course as conducted one year will often require radical changes aiwtber year. Hence, a course developed on any one of the &ye pos- sibilities must be elnstic. The entire contents as laid out will seldom be required for any one groui^ of foremen or prospective foremen and different groups will need different portions of the course as it may be laid out as a whole. This makes it highly desirable to organize the work on the basis of short unit courses rather tlian in one long course, and even to select certain topics fi-om any one unit according to the special situation with which tlie course is designed to deal. For example, study of the situation may show that in a unit on handling men, labor change may not be a " live point " while co- operation may require little consideration. In a unit on supervision of processes and operations, balance of equipment may not be a serious question, but reporting and recording may be of great importance. * The second important point that must be taken into consideration is that to be effective, courses, whetlier initial or extension, must be 64 FOREMAN TEAINIITG COXTESBS. specialized with regard to the particular line of work in which the foremen who are to be served are engaged, in terms of their specific responsibilities, and with regard to the special procedure as deter- mined by the particular organization of which they form a part. While the general principles may be the same, the special ways in which these principles apply in practice and in different concerns vary widely according to special conditions as noted above. The kinds of courses required having been determined it is therefore necessary to plan so that they can be both elastic as to selection of content and specialized as to specific form of content. DEGREE OF SFECIALIZATION REQUIRED FOR THE DIFFERENT TYPES OF COURSES. Of the five types of courses given, those dealing with technical knowledge and skill require almost absolute specialization. For ex- ample, it is almost imposible to secure effective results in a course in shop work that attempts to deal with foremen from different trades, say, machine-shop work and printing, or shoes and rubber goods. This is nearly as true for courses dealing with technical knowledge owing to the degree to which general principles are specialized ia the fonn in which they are worked out in different occupations. For example, general courses in shop mathematics are seldom effective from the standpoint of direct vocational advantage when given to" groups composed of foremen from different occupations, or to pros- pective foremen going into different occupations, because under these conditions the work can not be made sufficiently concrete. In courses dealing with the first three fields — supervision, cost management, and training — general principles can be presented to a somewhat greater extent than in the case of the last two, but the course must be so arranged that these principles are " interpreted " in terms of the particular character of the work of the group members. WORKING CONDITIONS. PRELIMINARY. The types of courses having been determined and the material organized so that specialization and elasticity are possible, considera- tion should be given to the working conditions. Under this heading should be included at least answers to the following questions : (1) Are the courses to be cooperative or noncooperative ? (2) Are they to be preparatory, extension, or promotional in aim? (3) Are they to be "leisure-time" or "working-time" courses ? (4) What is to be the make-up of the groups? (5) Where are the groups to meet? lOKEMAN TRAINIXU l(JrRSi;S. 65 (G) AA'Iiat o(|iiiprncnt will be icqiiiiTcl ? (7) Whiit is to be the length, number of meetings, and fre- quency of meetings? (8) Is there to be ii follow up? ■ (9) AVliat are to be the objectives ;uid methods? (10) "What general educational ^irinciples and methods are to be applied and used ? (11) Whei-e can instructors be secured? (12) What should be the qualifications of instructors? (13) "\\'hat should instructors be paid? ARE COTJRSES TO BE (•lOPERATlVK ni; XO N COOPERATIVE ? A cooperative course is one in which the concern or concenig employing the men in attendance make some actual contribution to the work as caried on by some outside agency, say. the public-school authorities. This contribution may take the form of contributing men's time, as in work-time courses, where men are released for attendance, in paying men for their time, in providing a meeting place, in contributing to the cost of instruction, in contributing spe- cial instruction material. The test of a true cooperative course is that the employing concerns actually assume some poi'tion of the cost they contribute other tlian " good wishes." A noncooperative course is the converse of the cooperative course. The entire cost is borne by the outside agency or by that agency and the men. The employing concerns assume no part of the cost directly or indirectly. RELATIV]': \ALUE OF THE T^^'0 TYPES OF COURSES. The " standard " course up to the present has been the noncoopera- tive course. This has been the case for several reasons. First, such a course conducted as a voluntary, free-for-all proposition has been in accord with regular school methods and traditions and is the easiest to initiate and operate. Courses of this character have been conducted in the past in all pai-ts of the countrj', chiefly as ti-ade preparatory or trade extension courses. That such courses ha\-e >evved a useful purpose, that they have licen better than nothing, can not be denied, but that they have been thoroughly efficient (except possibly in the case of trade extension courees conducted on a basis of individual instruction) can hardly be successfully affirmed. The chief difficulty, often realized, has been that the work did not " get down to brass tacks;" that it was too gen- eral; that, whatever the good intentions of those operating it, they were not in close enough touch with the actual special working condi- tions under which the men must work and the concrete problems with which they iiiii>t deal. 140474°— 20 5 66 FOREMAN TRAINING COURSES,. With regard to cooperative courses it is generally true that any form of cooperation tends to break down the wall between the school and the industry and so aids in improving the situation. Again, men are always more interested in things to which they have made an actual contribution ; if employing concerns have actually con- tributed to the proposition they are much more likely to maintain interest in it. Again, if a course is effective the employing concerns are " parties iu interest;" they expect to get something out of the training and can properlj^ contribute thereto. Again, cooperatively organized training, from certain points re- lating to attendance and convenience as discussed in detail later, can be made much more effective than noncooperative work. The points just discussed apply with special weight to the type of foreman training courses outlined in this bulletin and it is strongly recommended that, if possible they be planned for operation on a cooperative basis as discussed in detail on page 75. ARE THE COURSES TO BE PREPARATORY, EXTEIstSION, OR PROMOTlOIs AL IN AIM? Like any vocational course, a foreman training course can be or- ganized to meet either a trade extension, a promotional, or a trade preparatory aim. In order to meet the general requirements as to the make up of the group, and so to determine admission require- ments, it is important that this question be settled well in advance. The type of courses outlined in this bulletin can best be given on a trade extension basis, that is, to men already employed as fore- men, and if posible the work should be planned on this basis. It can be given, with less degree of efficiency, on a promotional basis to competent workmen who have been selected as promising material for foremanship. It is practically impossible to conduct these courses or any course designed to increase or develop foremanship efficiency with any results commensurate with the expenditure of time, money, and energy, unless the members of the group under instruction have had plant experience either as foremen or in working under foremen, and a course for foreman training to be given on a trade preparatory basis offers so little hope of efficiency that it has been left out of consideration in the working out of the courses as presented and suggested in this bulletin. ARE THE COURSES TO BE " WORKING-TIME " OR " LEISURE-TIME " COURSES ? As already stated, training courses carried on with men employed during the working day may be organized either as " part-time " or " working-time '" courses, or as " leisure-time " courses. In the first FOREMAN TRAINING COURSES. 67 case the time required to cany on the work is taken out of the regular working day; in the second case it is taken out of the nonworking part of the day ; that is, out of the man's " leisure " time. While it is possible, it is rarely the case that the employer pays a man for time put into a " leisure-time " course, while in " part-time " courses the man is, as a rule, paid for his time. From the standpoint of the make-up of the group it is evident that attendance on leisure- time courses must be voluntary. In part-time courses attendance may be either voluntary or an employer may detail men for attendance as a part of their jobs. ADVANTAGES AND DISADVANTAGES. The great apparent advantage of the leisure-time organization from the standpoint of initiation of courses is that it does not bother the employer, who will nearly always approve of his men attending such courses, since he will generally take the position that " it is a good thing and costs him nothing." Hence the majority of courses for employed men ha^e in the past been organized as " leisure-time " courses because they were the easiest to put over, both from the stand- point of the management and of the promotors. Such courses are, however, subject to several distinct disadvantages. First, as they take men after a day's woi'k when they are tired, hence the work is carried on under the most inefficient conditions. Second, since " leisure-time " courses must be carried on between the close of the working day and bedtime, the amount of time available for work is limited ; in fact, experience has shown that two hours a night, two nights a week, is the practicable working limit. Attendance upon any training course if given in the leisure time of the men must be voluntary. This means that on the whole the most ambitious, energetic, and best equipped foremen will be the ones who will attend such courses, whereas the less efficient and less equipped foremen will be on the whole the ones who will not attend; that is, the men who need the training most are least likely to get it. The plan of the leisure-time course often appeals to the management because they feel it will not cost them anything, and they do not realize that the lost opportunity for training the type of foremen mentioned above may prove a serious cost. Another danger inherent in the leisure-time course is that since it is most likely to be attended by the more ambitious men, these men are likely to make a very good showing in the course, and the man- agementis liable to feel that thoroughly satisfactory results have been obtained ]>y this method, forgetting that the men who need the train- ing most have not been reached at all. 68 j?OEEMASr TEAINliirG COURSES. CONDITIOXS UNDER WHICH COUESES 31 AY BE CONDUCTED. Whether organized as leisure-time or part-time courses, a number of possible arrangements suggest themselves, among which are : (1) Tram'mg on company time inside the plant. — By company time is meant that the men are paid by the company for the time they attend their training course. This may be either time taken out of the working day or may be overtime. The great obstacle in arrang- ing for work on regular time is that it is very difficult to make ar- rangement whereby foremen can be pulled off their work. It is much more difficult to do this with foremen than it is with workmen. Whereas it has often been possible to arrange for trade or trade-ex- tension courses in company time for workmen, apprentices, learners, etc., this is a very different problem from arranging for a foreman's course in company time, because in the first case we are dealing with workmen, and the only loss to the company is their loss of production for that time ; whereas in a foreman's training course we are dealing with supervisors, and it is often impossible to replace them by other supervisors and leave the worldng force without supervision during that time. The advantages of this plan lie, first, in the fact that men are not asked to give their own time to training, which, rightly or wrongly, they are liable to think results fully as much to the benefit of the company as it does to them. Second, it is not putting on men who have put in a full day's work the additional burden of taking up training work. It is quite possible that the expense of providing in some way for taking care of supervision during the absence of a fore- man is actualh less than the loss in his efficiency during the working hours by putting on him the additional strain of attending a training course outside of work time. The ideal time to put on a course on company time is in the first part of the working day. At this time the men are the freshest and are more easily able to do the necessary thinking. It is most diffi- cult to arrange because a foreman or supervisor almost always wants to take the morning time to get his woik started. (2) Training on com,pamj time outside the plant. — This plan, be- sides offering all the difficulties incident to training men inside the plant, offers additional difficulties dvie to the fact that it is rarely possible to find a meeting place immediately adjacent to the plant, so that considerable time is lost if men must go from the place where they work to some other meeting place. An incidental reason, which is in fact quite strong but which is often ignored, is that while men are perfectly willing to attend a class inside the plant in their ordi- nary working clothes, they are often unwilling to go into a different kind of building outside the plant under the same conditions. ronE^rAN traixixc cornsF.s. 69 (3) Training an nun's tunc Inside the plant. — This plan can often 1)0 ^lK•cessf^lly can-ied out, especially if the training course is op- erated ininiediately at the close of the working day. For example, in one concern it was found possible to arrange to have the men meet in the restaurant; supper was served promptly at 5.30 at the expense of the company and at 6 o'clock the work was taken up until the close of the session — in this particidar case at 7.30. This arrange- ment was found to be entirely feasible and to lend itself very well to the purposes of the training. Under this plan, of course, the men taken into a training course would come entirely from the plant in which the meeting was held. (4) Training on men''s time outside the plant. — These conditions are set up by the ordinary trade-extension course as commonly con- ducted in the evening. From the standpoint of convenience, it is easiest to arrange and the one which at first usually recommends itself both to school authorities and to plant managers. It is in- effective because, first, it requires men at the close of a working day to go home and change their clothes, wash up, and go to the meeting l)lace — usually a school house — at an early hour in order that the session may be of reasonable length, and second, the time given to a meeting is often limited by the necessity of men being obliged to leave at an early hour so that they can get home and get to bed at a reasonable hour in order to be in shape for the next day's job. (5) Training on cambined company thne and leisure time inside the jiJant. — An arrangement which may be useful where training on full company time can not be arranged is to arrange a meeting so that the time taken is divided between the company and the men. For example, if a plant shut down at 5 o'clock it might be possible to conduct courses from 4 to 6 o'clock, so that one hour was on the com- pany time and one hour on the men's time. The great objection to this arrangement is that it makes it necessary to carry on the train- mg couraes at the close of the working day, hence it is subject, but in a somewhat less degree, to the same drawbacks that exist in the case of the regular evening course. As in the case of the course given on full company time, it is evident that such a course should be conducted inside the plant, and for the same reason. Under this arrangement all foremen can be brought together for at least that part of the session which is on the company time, and if the work is effective they should voluntar- ily remain for the rest of the time. (6) Training partly on company tunc and partly on men''s time outside the plant.— Exce^^t under very unconmion conditions, this is not a satisfactory or workable arrangement. It might, for ex- ample, be true that a plant was situated directly across the street from a school building and it might be possible to carry on such a 70 FOREMAN TEAIMTNG COUESES. training course outside the plant. Such conditions are very uncom- hion, however, and it is not probable that this arrangement will be of much value. It is only mentioned .because it is a possibility that might be considered if no other possibilities appear to be open, and if considered its undesirable points should require careful con- sideration before its adoption. THE DESIRABILITY OF CAEEYING ON WORK ON COMPANY TIME. Men attending an effectively conducted training course must work intensively during the time of the meeting. They are subjected to considerable mental strain and they are unquestionably less equipped to carry tliis mental strain and do effective work if they take up the work of the class at the close of a full work day during which they have been under mental or physical strain. It is, therefore, recommended that in organizing foremen's training courses every effort should be made to arrange for the work to be carried on dur- ing the regular working day. Obviously, where courses are arranged to be given during the working day it is highly desirable that the meeting place shall be in the plant, because of the saving of time in getting the men back and forth from their jobs. Where a place of meeting has to be arranged at any distance outside the plant this loss of time is practically prohibitive for work of this character. It will rarely be found that a plant sufficiently interested to give men time for training can not find some place for them to meet. WHAT IS TO BE THE MAKE-tTP OF THE GROUP? It is desirable that the group under training should be composed of foremen of about the same grade, that is, where the organization includes foremen, subforemen, and supervisors, it would be well to avoid handling foremen and subforemen in the same group. The chief reason for this is that free discussion is more or less hampered if inferiors are put in a position where they may be called upon to dispute conclusions with superiors. If it is proposed to carry on both the trade-extension training and promotional training, the work should be carried on in distinct groups, for obvious reasons. No advantage is gained by endeavoring to form groups of fore- men who are all dealing with the same product, since the work, if carried on as designed, will make each man work out his problems in terms of his special job. Certain desirable advantages are, however, gained by the use of the unit-plant group as discussed in the next pi}.ragraph. FOREMAN TRAINING C'OUKSES. 71 The ynit-phni/ /jroitp. — A training course of the kind outlined in this pamplilet can be most effecti\ely carried out if it is given to groups of foremen all of whom come from the same plant. This is chiefly because, if the work is to be effective, there must be a very free discussion of processes, working conditions, procedure, etc., in the plant. This kind of discussion will not be carried on by men from one plant in the presence of men from a rival plant, so that every effort should be made to give this course to group foremen by plants. If it is found necessary to deal with groups from dif- ferent plants, the efficiency of the work will be very much reduced, and this should not be done if it can possibly be avoided. CONDITIONS or ADMISSION. Such a course as is suggested in this bulletin ib only designed to serve a group having sufficient experience to form a satisfactory working basis. While conditions will vary, a good guide is the age and length of experience, and as a basis the following are sug- gested : For working foremen: At least three years" experience in foremanship, 25 years of age or over, the equivalent of a grammar-school education. For prospective foremen: At least five years of experience as a workman, age, and other requirements the same as for the working foreman. For such work as is suggested the equivalent of a grammar- school education is adequate. Any man who can read, write, and speak English can do satisfactory work if he is interested and in earnest. WHEKE AKE THE GROUPS TO INIEET? Whether carried on as part-time or leisure-time courses certain important points must be taken into consideration in deciding on the location and character of the place provided for the meetings. In general there are two possibilities; the place of meeting can be either inside of some plant or outside, in a school, hall, or other building. With part-time courses and unit-plant groups on com- pany time, as already indicated, there is likely to be little question. A concern willing to arrange for such a course will rarely be un- willing or unable to provide a meeting place somewhere within its own plant. With part-time courses dealing with mixed-plant groups and with leisure-time courses, in almost all cases some outside meeting place must be found. The most available quarters are 72 FOREMAN TRAINING COURSES. almost always school buildings, especially if they arc already in use for other purposes, though in some cases institutional buildings (Y. M. C. A., etc.) or halls can be used. SCPIOOLROOMS TjXDESIRABU:. The simple character of the equipment called for, as given on page 73 shows that the use of a conventional schoolroom is not neces- sary and such a meeting place has some distinct disadvantages. School fui'niture and school surroundings do not lend themselves well to work with mature men. They require the placing of cer- tain restrictions, necessary under these circumstances, but not con- ducive to the best working conditions for this special work. For example, the ordinary school furniture is not very suitable for grown men, it is often difficult to properly protect instruction material and in conceding to regular school conventions certain more or less desirable freedom of action may be, out of courtesy, if nothing else very greatly restricted. If a room in a school building is used it is recommended that when- ever possible some place not fitted as a regular schoolroom be used. For example, a library can often be used to advantage or an office room. Distinct advantage will, however, be gained if the work can be housed outside of regular school buildings, and this is recom- mended wherever possible even if it requires some additional expense. THE GEOGRAPHICAL LOCATION OF THE PLACE OF MEETING. A^liatever may be the character of the housing, its geographical location is of importance whenever the work is given outside of the plant in which the men work. One of the most important facts to be taken into consideration is that the men of this class rarely live where they work, and that for leisure-time courses the meeting place should be located so that it will be as easy of access as possible, not from their working places, but from their homes, since it must be re- membered that in such courses the man comes from his home and not from his shop. Transportation facilities should therefore be taken into consideration from the residential standpoint. The ideal meeting place would therefore be one that met at least the following conditions, if the work is to be given outside the plant : (1) It is not in a school building, or if in a school building, is not in a schoolroom. (2) It is used for this special work only. (3) It is so located geographically that if a leisure-time course, it is as easy of access as possible to the members of the instruction group from their homes. yonEMAN TRAINING COURSES. 73 Of coiu~c, in practice the question often rcsolveb itself into using the only housing facilities iivailahle, but the considerations piven above are urged upon the consideration of anyone who may have to pro- vide housing facilities for courses of this character. WHAT EQUIPMENT WILL BE REQUIRED? As already btated, e\ery attempt should be made to avoid the use of reaular school seats and desks. The essential furniture required should consist of a sufficient number of chairs, tables, and at least one blackboard of the ordinary portable size. More blackboard space is, of course, desirable if available. Since men must do considerable writing, a good allowance of table space should be allowed. An ordinary 8-foot table will comfortably accommodate six men, two on each side and one at each end. The next best substitute for tables and chairs is tablet ai-m chairs, but they are not as good. If the work must be located in a school building — a high school, for ex- ample — laboratory desks or commercial room desks are the best type of furniture to use. As already stated, regular school desks should be a last resort. Since the men collect much instruction material during the prog- ress of the course, it is highly desirable that there should be provided some form of loose-leaf binder for each man. If these can not be pro- vided, men should be encouraged to buy them. Unless some device of this sort is used much instruction material will be lost or spoiled. A type of binder that works by pressure and does not require punched paper is recommended. Incidental equipment should include pencils, scratch pads, etc., as for any class where more or less writing is done. As is pointed out in section IV, there will be need for the produc- tion of a considerable quantity of instruction notes, forms, questions, points for discussion, etc. This will require provision, for manifold- ing — some manifolding device should be at the disposal of the in- structor at all times. Attention is drawn to the desirability of using some form of manifolder that will give clear, legible copies. V.llAT IS TO BE THE XUJIBER, IT.EQUEXCV, AND LENGTH OF MEETINGS; The courses as laid out in full provide for a total of 82 meetings, which, under the recommended arrangement as given below, would require 41 weeks. As stated in Section IV, it is not assumed that all units or that all topics in all units will be given in any one course, but that courses will be made up according to local needs. Experience has shown that two hours is the maximum practicable length for a meeting— on less than that time ground can not be thor- oughly gone over; on more than that time men become fatigued. Tlie schedules given arc estimated on two-hour periods. u rOEEMAK TEAINIKG COUESES. Experience has also shown that two meetings a week is the best number. With other drafts on the time of the men, more meet- ings will result in irregular attendance; fewer meetings mean too much " carry over." It is therefore recommended that the course be planned for two two-hour meetings a week. THE QUESTION OF FOLLOW UP — IS THEEE TO BE A " FOLLOW UP?" Where it can be arranged a " follow up " is a very valuable adjunct to a foreman training courge. Under such arrangement the in- structor has access to the plants in which the foremen are employed and keeps in touch with them. In this way he can pick up many valuable points for discussion and for illustration, as well as noting how the different men apply the various principles discussed in the class. This, of course, requires that the instructor should have free time outside of the work of the class. WHAT ARE TO BE THE OBJECTIVES AND METHODS? These points are discussed in Section III from the standpoint of the instructor. It suffices to point out here that the value of the course lies much more in its indirect effects than in its direct results, and methods promoting these indirect objectives should be used. WHAT GENERAL EDUCATIONAL PRINCIPLES AND METHODS ARE TO BE FOLLOWED AND USED? The general educational principles that can be used most effect- ively ape two : First, the deyelopment as distinguished from the in- formational line of approach, and, second, working from concrete experiences and situations to general principles as distinguished from the method using the reverse order. That is, an apperceptive basis must always be established as the first step in developing any given subject. Since it is assumed that any courses developed from the material in this bulletin will be given to men who are employed as foremen (trade extension courses) or who have worked in plants under foremen (promotion courses) , the material for the instruction base exists and can be used. The degree to which the instructor utilizes it effectively wiU have much to do with the value of the work. WHERE CAN INSTRUCTORS BE SECURED? There are practically two sources from which instructors can be drawn^ — industry and the schools. Under ordinary conditions an instructor drawn from industry would be a minor executive or fore- man and may be designated as a " foreman instructor," and in the same way, an instructor drawn from the schools may be called a FOREMAN TRAINING COl'ItSEs. 75 ''teacher instructor.'' In neither case are tlie most desirable quali- fications likely to he fully secured. The following suggestions may be lielpful in t-ecuring instructors with-ilS- good qualif "'•♦icrrj as can be obtained under the conditions. THE COOPKRATIXG COMailTTEE. A cooperating or directing committee, such as was organized in developing these courses, will go far toward helping either the " foreman instructor " or the " teacher instructor " to deal effec- tively with his special difficulties. Such a committee might be com- posed of a good plant supervisor, a good foreman, a good teacher, and an employment manager, either the foreman or the teacher being the instructor in charge of actually carrying on the work. For a unit-plant course such a committee could be drawn from one plant; for a mixed plant group members of the committee might be drawn from more than one plant. Such a committee, if well chosen, will be of great aid in developing effective training courses. WHAT SHOULD INSTRrCTORS BE PAID? Instructors who can carry on wdrk of this sort effectively must be good men in their own lines, and to secure their services adequate compensation must be paid. Local conditions vary to such an extent that it is impossible to give figures, but a " cheap " instructor is a poor investment at any price. Particular attention should be given to the fact that the ordinary standards of payment to teachers (evening school-teachers espe- cially) do not apply to instructors capable of carrying on work of •foreman training courses effectively. Such men must be employed on commercial and not on an educational basis. QtTALIT-ICATIONS OF INSTRUCTORS. An instructor, whether drawn from school or industry, should possess rather special qualifications. Among these are : (1) He should have had a considei-able amount of contact with industrial processes, operations, and procedure, if possible in the plants from which the men come. (2) He should be a good teacher, particularly in his ability to use development methods of teaching as against informational methods; that is, he should know how to keep men thinking. (3) He should be resourceful, active m thought, a "live wire." 76 FOEBMAN TKAINIHG COXJKSES. (4) He should be a " good miy^r," informal, yet able to keep control of the work. (Xj) lie should poss?-«s tact' and know how to use it with the type of men with whom he deals, including plant, ex- ecutives, foremen, etc. (6) He must be free from the notions of using ordinary school discipline. (7) He should not be a " textbook " teacher. DIFnCULTIES TACIXG THE " TEACHER IMSTETJCTOB." A regular professional teacher undertaking to train foremen has several handicaps, which number among others — (a) He lacks knowledge of the foreman's actual job. (h) He lacks knowledge of the organization built up to dis- tribute the burden of responsibilities. (c) He does not know what are vital problems among those presented. (d) He can not, even if an expert, be sure that methods of solving problems that he may suggest are correct as far as the general policy of management goes. (e) He is not familiar with specific plant conditions. As the success or failure of any training course must be measured in results on the job, it is evident that unless some means to over- come these serious handicaps are arranged for, a regular teacher alone can not be successful to any great degree. This is true because the very essentials of foreman training are outside his regular equip- ment. DIITICULTIES FACING A FOREMAN IMSTRUCTOR. A foreman who undertakes to train other foremen, unless specially trained as an instructor, has some special difficulties, which include: (a) Lack of ability to plan successful "lessons or meetings." He can not analyze or organize what he laiows for teaching. (h) Lack of command of those teaching methods which will cause a man in training to grasp and apply through his own thinking. He is liable to talk instead of teach. (c) Inability to distribute the instruction work evenly through- out entire group. He is liable to work almost entirely with some men and leave others out entirely. (d) Inability to " put over " the new knowledge which is necessary. He lacks knowledge of the instructing process and how to use it. I'lir.E.MAN TnAlXIXG COUKSES. 77 As with the regular leiichcr, he has little chance to >how clear-cut results, bcciuiso his lack of teaching experience and inability to con- duct classes is a distinct handicap which must be overcome before he can get his own valuable experience and knowledge as a foreman in such shape that it is of much value to him as a teacher. Thus, neither regular teacher alone nor regular foreman alone makes the kind of a man who can successfully carry on foreman training courses. SPECIAL DIFEICtTLTIES FACING ANY INSTRUCTOU. Foreman-training courses deal with men who are employees of one or more industrial concerns. These concerns have their own policies, special situations, procedure, etc. If the course is a unit- plant course and the instructor is drawn from that plant, he will presumably be familiar with these policies, and situations ; while with a '' teacher instructor " or a " foreman instructor "' drawn from an- other plant there are certain dangers that should be carefully guarded against. Among these dangers are : (a) Chances of misunderstanding on i^art of the men as to the real objects of the courses. (h) Serious trouble caused by discussing subjects which are outside the foreman's field, such as wage questions, piecework, bonus work, policy of the management, etc. (c) Discontent caused by improperly handling delicate situa- tions. (il) Friction between pai"ts of the managerial >tatf and the teacher due to the foreman's lack of understanding of teaching methods and of the general aims of the course, or the latter's lack of knowing the ordinary procedure or routine in organization. An instructor unless he can keep himself " posted " may easily dis- credit the whole training plan through lack of tact and through not confining himself to those subjects properly belonging to the course that he is conducting. OENEIUL DESCRirTION OF THE ORGANIZATION OF THE COURSES AS PRE- SENTED IN THIS BULLETIN. PirJimlnary.—The following pages describe briefly the general organization of the suggested courses for the information of anyone eoneerned with planning and initiating. A more detailed discussion of possible combinations whereby a variety of courses can be de- veloped is given in Section V for the benefit of individuals who have the actual responsibility of conducting them. The general underlying principle on which the work is organized i« that, within the limits of his particular work, the foreman is, in 78 FOEEMABT TEAINING COURSES. essence, a manufacturer. That is, he takes material (stock), carries out operations or processes with the aid of equipment and menjrand produces a product of required or standard quality and quantity at minimum cost. His work therefore presents two phases, one in which his responsi- bilities head up into getting his product, which has been designated as the supervisory phase, the other in which his responsibilities lie in the field of cost control, which has been designated as the man- agerial phase. The material is therefore divided into two general di-visions. The first, having to do with those things which are actually necessary for the getting out of a product and which might be considered as " supervising points." The second, broad division, that of management, for purposes of clear distinction has been divided further into things which affect cost; that is, cost elements and the means by which as a manager these cost factors can be controlled, subdivided as in the first general- division; that is, (1) stock and materials, (2) equipment, processes, iind operations, and (3) working force. Each of these subdivisions forms in itself a complete unit, and the material is therefore organized into 11 units as in the diagram below. Preliminary. A-I. Supervision of materials. A-n. Cost elements of materials. A-III. Cost control of materials. B-I. Superrision o£ equip- ment, processes, and operations. B-II. Cost elements of egnip- ment, processes, and operations. B-III. Cost control of equip- ment, processes, and operations. ' C-I. Supervision of oper- ating force. C-II. Cost elements of working force. c-m. Cost control of the working force. D. Dcaline with difflctflties. FOREMAN TRAINIXO COURSES. 79 This arrangement makes it possible to select any unit or parts of units which will best apply to the individual conditions of the group under training. As an illustration, if the local conditions were such that the main purpose in training foremen was to reduce labor turnover or to secure more intelligent handling of men and evciv (ither particular feature was well attended to, then the sections which would be selected would be C-II and C-III, which would cover that particular feature. If it were further decided that this turnover was due to conditions discussed in any particular parts of C-II and C'-III, such as the mental conditions of the men — that is, their in- terest, ambitions, etc. — those particular sections or subsections of C-II and C-III could be pulled out separately and given as an independent course. Or let us suppose that it were found that the handling of stock or materials was what chiefly needed attention. Then units A-I, A-II, and A-III would cover the points on which training would be required. Yet, if a further consideration revealed the fact that it was only matters connected with the handling or storing of general stock that needed attention, that part of A-I, A-II, and A-III might be treated as a separate course and only that portion of the entire plan used. SECTION V. CONDUCTING FOREMAN-TRAINING COURSES. A.— GENERAL PRELIMINARY. This section presents a number of suggestions that it is hoped will be of service to an instructor in operating a training course of the general type suggested in this bulletin. The whole success or failure of such courses depends almost entirely on the way they are handled. If the relations of the instructor and the men are not what they should be; if the methods of instruction are not suitable; if the content does not directly meet the needs of the group ; if the work at every stage does not " head up " to a definite objective, the courses will fail to produce the results that should be expected from them. The suggestions and information given in this part of the bulletin are based on a considerable experience in carrying on work of this character and will, it is hoped, aid any instructor in carrying on the work successfully. WHY THE FOLLOWIXG SUGGESTIONS ARE MADE. As pointed out in Part III, an instructor put in charge of work of this character is likely to be either a man with plant experience but lacking teaching experience (a foreman or other minor execu- tive) or a man with teaching experience but lacking plant expe- rience. We can designate the former as a " foreman instructor," the latter as a "teacher insitructor." The " foreman instructor," no matter how well he knows his sub- ject, will have much difficulty in " putting it over " if he fails to utilize at least the simpler principles and methods of effective teach- ing. The "teacher-instructor," without experience in this par- ticular line of work, is liable to use methods that are not efficient in view of the particular aims and conditions under which the work must be conducted, and is in many cases liable to inject too much "school" atmosphere into the work, since he naturally follows his usual customs. For the benefit of both classes of instructors it has seemed ad- lisable to include in this section some suggestions as to preparation and use of instruction material, methods, etc., which it is hoped may be of service. 80 roREMAN TBAINIXti COURSES. 81 B.-DESCRIPTION OF THE INSTRUCTIONAL MATERIAL. l'I!i:i.IMlNAKY. Included in the scope of the Ntiuly was the preparation of con- ciderable instructional material and its use on a "try-out" basis in operating a training course. This material included instruction notes, forms of various kinds, points for discussion, etc. A con- siderable amount of this material is included in the *cond part of this bulletin. This material makes no pretense of being complete; it is presented fpr its suggestive value only. Any instructor will, of course, elaborate, change, develop according to his judgment and the special emphasis that he may wish to place upon certain phases of the work. As it is, it affords at least a starting point to an instructor taking up the work for the first time, and to that extent may be of other than purely suggestive value. LA TOUT OF UNITS. Preliminary imit. • A-I. Supervision of material. A-II. Cost elements of material. A-III. Management rf material. B-I. SupcTTlsion ot equip- ment, processes, and operations. B-II. Cost elements ot equip- ment, processes, and operations. B-III. Management of equip- ment, processes, and operations. C-I. Supervision ot the man factor. C-II. Cost elements ot tlie man factor. C-III. Management ottho man factor. D. Locating and correct- ing trouble. It will bo noted that all "A" units refer to materials, " B " units to equipment, operations, and processes, and " C " units to men. Eoman figures I. TI, and III indicate supervision, cost elements, and managerial problems, respectively. 140474° 20 6 82 POEEMAW TEAINING COURSES. OEGANIZATION OP MATERIAL. As shown in the accompanying chart, the content is organized into 11 units, of which the first is preliminary, the next nine deal with (I) responsibility, (II) cost elements, and (HI) managerial prob- lefms with regard to (A) material, (B) operations, processes, and equipm-ent, and (C) men, while the eleventh unit deals with general difficulties and" methods of dealing with them. Each unit is com- plete in itself and can be used without regard to any other i unit. By this organization great flexibility is made possible, both in the order of presentation and in the possibility of making up a course from any desired group of units or parts of units to meet the conditions in any given local situation. OEDEE or PKESEXTATIOX WHEN USED AS A COMPLETE COTTESE. Wliatever the order of presentation, the preliminary unit can be' taken up first and unit D, on " Locating and correcting trouble," can be taken up last. The remaining units can be arranged in several orders, the more important of which are discussed below. AEEANGEJIENT BX PAEALLELING JIATEEIAL, COST, AND MANAGEEIAL UNITS. According to this arrangement, the unit order would be (disregard- ing the preliminary unit) A-I, B-I, C-I, A-II, B-II, C-II, A-III, B-III, C-III, D;. the order being supervision, cost, management. The chief advantage of this arrangement lies in the fact that the average foreman or prospective foreman has been thinking more about the supervisory phases of his work than about any other, and this order takes him from what he knows most about to what, as a rule, he has been thinking least about, which is^ of course, good in- struction practice. AERAXGE3IENT BY PABALLELIKG MA TF.ETA T,, OPEEATIONS, PEOCESSiS, AND EQUIPMENT, AND MAN-FACTOE UNITS. In this case the order would be A-I, A-II, A-III, B-I, B-II, B-III, C-I, C-II, C-III, D. The chief advantage in this case lies in the fact that the problems of supervision, cost, and management in any one part of the manufacturing process (taking materials, stock, changing them by operations or processes by the aid of equipment and men) form a progressive series so that the use of this order also offers a distinct instructing advantage. A COMBIXED 31ETH0]>. A combination of the two methods that partially combines the ad- vantages of either is A-I, A-II, A-III, B-I, C-I, B-II, B-III, C-II, C-III, D. FOKEAIAN TRAINING COURSES. 83 OTHER COJIBIXATION.',. It is evident that the units can be arranged in many other orders, but those given above are recommended as probably the most effec- tive. Under normal conditions, where a long, complete training is to be carried on, the first method will probably give the best results. With work starting on a more advanced basis, as in well-advanced trade-extension work, the second or third plan is to be recommended. WORKlNn,- the notes on the three units. STARTING AT OTHER POINTS. Obviously either B-I or C-I could be taken as a starting point, but only under very unusual conditions would such an order be of any advantage. DEVELOPING PARTIAL COURSES. Accor'ding to the needs of the special situation or the time avail- able any group of units can be selected. For example, managerial problems only might be considered (the III group) or supervisory only (the A-I, B-I, C-I group) or any special units could be taken froin the group, as one on man management, C-IIL SELECTING FROM TTNITS. It is Of course, possible to omit from or add to the content of any unit as circumstances may require. For example, in a given case in Unit C-TII. cooperation might not be needed, but turnover might be highly important. 84 FOREMAN TRAIJSTIH'G COURSES. THE INSTRUCTOR SIUST DECIDE. In all cases the instructor must decide whether a selected course or a complete course consisting of one or more units will best meet the requirements and fit closest to the needs of the instruction group ; and if an entire course is to be given, including all units, he must determine the most effective order of presentation by considering the degree to Avhich his group is already advanced in experience and ability. THE GEMERAL USE OF JIATERIAL. Any instruction material is serviceable only in proportion as it is' used for the particular purpose. for which it was prepared. The in- struction material included in Part II of this bulletin and described and discussed here was prepared for a course having very specific aims as to objectives to be a/ttained and methods to be used in con- ducting the work. It is assumed that a course of this character will be given to a group of men who are either employed as foremen (on a trade-exten- sion basis), or who are men selected from the working force of some plant as good material for foremen (on a promotional basis). It can be fairly assumed that under normal conditions, no concern would be interested in training green outsiders for foremanship. More- over, if such training were attempted, there could be little hope for securing effective results, except possibly under most abnormal con- ditions. Under these circumstances the principles and methods presented must be interpreted and worked out by each member of the group in terms of his own specific problems, and the particular procedure that he must follow and, as already stated, the chief value of the course will lie in the degree to which each man does gain in ability to think and act more intelligently on his job. Application as a teaching step must therefore be an individual matter of working out individual problems under suggestion and guidance, since it must be remembered that even in the case of foremen employed in the same concern, the specific conditions and character of the problems vary with the de- partment in which any given foreman is employed. The instruction material must therefore be so designed as to force each man to think out the applications of any general principle in terms of his own definite experience and his own special working conditions; that is, it must set up problems and exercises that can be worked out under as many different specific conditions as there are different foreman's jobs. KIllIK.MAX TRAIXIXC COUrSKS. 85 I UAitAciKit OK THK iNsrnudioN :material. The suggestive in^tiiKtino; mateiial consists of the following: (1) Suggestive operating sheets for a series of meetings for the use of the instructor only. (-2) Samples of forms of various kinds to he filled out by the men. (3) Samples of points for discussion to he used as a basis for group discussion. (4) Samples of suggestive instruction notes, to be used by the* men as reference material in connection with points for discussion, in filling out forms, etc. OPERATING SHEETS. Included in this bulletin are a number of operating sheets suggest- ing subjects fori a series of meetings and giving operating data. According to the probable time requirements various numbers of operating sheets cover the work of one unit. It is assumed that these operating sheets will be considered as tentative and suggestive, not accurate and final. They do, however, indicate the sort of informa- tion that an instructor should lay out for each meeting and for that reason should be of value. The items given include — (a) Subject of the meeting. (h) Direct objectives (as discussed on p. 91). (c) Indirect objectives (as discussed on p. 91). (d) Outline of topics (a part of topical outline of the unit). (e) Method to be used (as discussed on p. 92). (/) Instruction material required (fonns, points for discus- sion, instruction notes, etc.). They are estimated to cover an approximate time of the maxi- mum effective length of meeting, as discussed in Section IV, two hours, with a certain amount of work done by the men outside of the meeting. They in no sense indicate a rigid lay-out, such a thing is impos- ^ible, but it is hoped that they will aid an instructor in carrying through a meeting with proper distribution on the different points. Of course, it will often happen that work as laid down on an opera- tion sheet can not be completed in the meeting for which it was laid out. This will even vary in working with different groups. As an approximation, however, the operating sheet has great value and can be very effectively used as a checking and operating device. FORMS. In cairving on work of this >ort there are many points at which ,,u-.fullv worked out foiu.> are <,f great value in guiding the think- 86 roEEMAJsr teaisting courses. ing of the men, securing data in uniform forms, etc. Samples of a number of such forms are included in the material presented in Part n. The samples given by no means represent all the forms that should be developed; they are included as suggestive samples only, both in content and in form. Experience has shown that serviceable forms fall in general into one of two classes: (1) Eeporting forms as where a man is asked to state his specific responsibilities as to some specific part of his job (say, for procuring raw stock), or the specific method by which he discharges some responsibility (say, maintaining his equipment) . (2) Analysis or classification forms, as where a man is asked to analyze a job in his department into its operations, or to determine and classify his motives in taking cer- tain action with regard to a case of operating care- lessness. PURPOSE or THE EEPOBTIJfG FORM. While somewhat similar, owing to the different purpose for which it is used, it has seemed best to distinguish it from the sec- ond type of form which is designated as an analysis form. The general purpose of a reporting form is to aid a man in visualizing completely some part of his job for purposes of clearly and com- pletely defining it. If, for example, a man is aslced to state exactly how, under the procedure in his department, he stores bulk stock so as to prevent loss of time in getting it out, or he is aslced to check off from a list of possible i-esponsibilities, his specific respon- sibilities, he is forced to " stand outside of his job and look at it," or to consider it objectively, as a teacher would say. As is pointed out in various parts of this bulletin this is a very difficult thing for the . average man of experience to do because so much of his work is done subconsciously. An incidental value that often comes out of the use of well chosen reporting forms is that their use will often uncover the fact that there are certain responsibilities with regard to which the fore- man and the management are not in accord in their understanding as to relative responsibilities or methods of discharging them, that is, it will often be found that the understanding of the foreman as to what he is responsible for and what he is not responsible far does not agree with the understanding of the management as to the assignment of those same responsibility points. FOREMAX TRAINING COURSES. 87 Pt-KPOSE OF THE ANALYSIS FORM. The purpose of forms of this type is to guide the man in making an analysis. If, for example, a man is asked to divide a job into its component operations, or an operation into its operating points, forms of this sort are of great value. As in the case of reporting forms, it will be often found that men have diflSculty in working out forms of this sort, and for the same reasons. Forms of this type serve several useful purposes. Their use tends to develop the habit of analysis, which is in itself a very valuable asset to a foreman. They often form a working base for the solu- tion of related problems, as in matching man qualifications against job requirements, or in bringing out the reasons for certain methods of procedure. In these, as in other cases, this type of form is a very useful form of instructing material when it can be used to ad- vantage and when it is properly laid out. WORKING UP FORMS. As the instructor gets into the work, he will find many cases where forms can be developed and used to advantage. He will find, however, that a good deal of study and a number of trials are usu- ally required before a form is "just right." Often a form that seems entirely clear to the instructor will, for no apparent reason, fail to work, and must be changed or even abandoned as an in- structing device. METHOD or TJSING FORMS. The value of forms is entirely determined by the way in which they are used. In general, they can be used in two ways — (1) in the meeting and (2) for outside work. USE OF FORJIS IX MEETINGS. The conditions under which forms can be used to advantage dur- ing the meetings is in connection with the introduction of a new idea, or when a series of forms is to be filled out and the instructor wishes to be sure that they are fully understood. Reporting forms can usually be best handled in this way. Of couifee. it must be borne in mind that time in the meeting used for filling out forms is time taken from that available for discussion, and too much form work under these conditions is not desirable. Where form Avork is c:u- ried on during the meeting, the instructor should carefully super- vise the work, going from man to man— asking suggestive ques- tions, checking up, etc. Unless he does this, most of the value of the form work will be lost. OS FOREMAN TEAINING COTJESES. USE OF FORMS OUT OF THE MEETING. Where a number of forms have to be filled out, as in analyzing a series of jobs, the work can be started in the meeting to be sure that the men have the idea, and they can then be asked to complete the work at home before the next meeting. This method of using forms, if properly handled, will greatly reduce the time spent in the meetings on form work. POINTS FOR DISCUSSION. These are essentially problems whose answers require the exer- cise of judgment in the applying of principles as discussed in the meetings. These included in this bulletin are only inserted as sug- gestive samples. To be effective, they must outline situations or raise questions that apply to actual experiences in the industrial life of the men. In no case should the actual answer to a point for discussion appear in the instruction notes. In proportion as an instructor is familiar with working conditions and as he works with the men, he can pick up incidents or situations that can be used as a basis for points for discussion. He should, of course, gradually accummulate many more than he uses with any one group. USE OF POINTS FOR DISCUSSION. Points for discussion can be handled either inside or outside of the meeting in the same general way as forms. Taken from the meeting they often form the basis of much discussion and argument between meetings which works to the advantage of the training work. They serve as a basis for directed discussion in the meetings themselves. In some cases a man can be asked to prepare his answers in advance and defend them in the meeting. PREPARATION OF POINTS FOR DISCUSSIOS^. In getting out points for discussion, as in the case of forms, con- siderable difficulty is likely to be experienced in selecting good '' points " and in phrasing in such a way that the point is clearly set out for consideration. As in the case of forms, useful points for dis- cussion must often be worked out by trial and error. INSTRUCTION NOTB^. The general purpose of instruction notes is to present on paper in- formation and discussion that would otherwise have to be given by the instructor. To the degree to which this can be effectively done the instructor's time is saved for other work in the meeting. They are in all cases strictly supplementary to the work. F'lREMAX THAIXIXG COUKSES. 89 One of the most difficult parts of the instructor's work is the pre- puriufT of suitable instruction notes for a course of the type discussed in this bulletin. As in the case of other instruction material given, the instruction notes that are included are suggestive rather than complete. Some of the above important uses of instruction notes arc — (1) In analysis and classification work to define terms used and give a sufficient number of illustrations to give the men the idea (as in the case of classification of re- sponsibilities) . (2) In preventing general principles and discussions that can be referred to in group discussions (as in the case of the relation of good working conditions to turnover). (3) In describing some specific method of procedure (as in the case of the method of determining proper distribu- tion of supervision). (4) To direct a man's line of thinking in connection with cer- tion points for discussion, but not to give the answers to such points. THE ABUSE OF INSTHUCTIOM NOTES. In preparing instruction notes it is easy to prepare material that is actually detrimental to the work of the course. For example, they should not be prepared as an information text. They should not attempt to completely treat any sitbject so as to practically do a man's thinking for him. If the language used is not that of the shop, \ij such technical and trade terms as are used are not used correctly, in- struction notes lose their ^alue. In all cases it should be remembered that no set of notes, forms, or points for discussion, no matter how well prepared, can take the place of a live instructor who knows his job. They can not do any of his work for him; they can only enable him to do more work than he could do without them. They are merely tools that he uses on his training job as a workman uses his tools on a pro- duction job— their value lies in the skill with which they are used. Just as a poor workman with "good tools" can spoil a job. so a poor instructor with good instructing material can spoil his job. SUMMARY AND CONCLUSION. As stated in the preliminary paragraph, the foregoing descrip- tion of instruction material and suggestions for its preparation and i.-e are particularly intended to aid an instructor in carrying through a eroup for the first time. As he gains in experience he 90 FOEEMAW TEAINING COXJESES. will, of course, more and more develop his own special methods through which he finds that he can work to advantage. The gen- eral principles on which the suggestions are based are those on which the suggestive material was developed and should be ad- hered to. C— GENERAL SUGGESTIONS TO THE INSTRUCTOR. PEELIMIXART. An instructor who undertakes to conduct courses of the type suggested in this bulletin must continually bear in mind that his primary aim must be to stimulate and guide the men to more intel- ligent thinking about their work, so that the result is that they do their work more intelligently and with a broader conception of their function. As pointed out elsewhere, such an aim can only be accomplished with a group whose members have some basis of experience. Each" man must be aided to organize his own special experience around these general principles whose correct application in practice is fundamental in effective supervision and management. It is the function of the instructor to make such organizing easy, to use effective instructional methods in " putting over " th& various ideas, to act as a leader and guide in discussion, but not to take the posi- tion that he knows it all and that his job is merely to pass out what he knows to men who do not know. The instructor in charge of the type of course suggested, working with a group of the makeup suggested, has therefore the fundamental problems of conducting the course on a development and not on an informational line of approach. '^ fOJIE GENERAL REQUIREMENTS CONDITIONS TO BE MET. In order to carry on the work successfully an instructor must be clear on certain fundamental points, among the most important of which are: (1) A clear understanding of the general aims of the course. (2) Definite understanding as to the direct and indirect ob- jectives to be attained at each stage of the course. (3) Clear knowledge as to the instructional methods that will enable these objectives to be attained. (4) Ability to establish such relations with the instruction gi'oup that these methods can be effectively used. (5) Clear understandings as to the nature o.f the contribu- tion that he can make to the work of the group. FOREMAN TKAINING COURSKS. 91 THE GENERAL ATM OF THE COURSE. The general aim of the suggestive course as presented in this bul- letin is to develop and stimulate intelligent thinking about the re- quirements and responsibilities of the foreman's job rather than to supply specific formulae and rules for dealing specifically with a given situation under the working conditions in a given organiza- tion. The measure of the effectiveness of the course is therefore the degree to which " intelligence on the job " is promoted. This general aim can not be achieved by supplying information, but by promoting ability to apply the general principles of good practice to specific situations as they occur under actual working conditions. The organization, procedure, and worldng conditions are so different in different industrial organizations, the same problem appears in so many different forms from day to day, that a specific informa- tional couree can not hope to be of great value, while, as already stated, the mere presentation of general principles, leaving the man to work these out to meet his special conditions unaided, is equally futile. OBJECTIVES. The instructing process consists in essentially putting over ideas by the use of suitable methods, lines of approach, etc. The particu- lar group of ideas that an instructor is endeavoring to " put across " at any given stage of a training course is his lesson, and his objective is to "put over" that -lesson completely and thoroughly. His suc- cess depends on the degree to which he attains his objective. In order to " keep on the road " he must know exactly where he wants to go; that is, he must know his objective, know exactly what he is driving at. It should be noted that attaining an objective does not mean imparting certain information, but putting over certain ideas. The means by which an instructor attains his objective are, of course, tlie instruction material and the methods he uses. DIRECT AXn INDIRECT OBJEm\T:S. Objectives may be direct or indirect. Where the objective is di- rect, both the instructor and the men know what it is; when the object is indirect, the instructor knows what it is, but the men do not. For example, in using the method of job analysis for the determination of effective distribution of supervision, the direct ob- jective may be to present the method and show the men how to use it, while the indirect objective may be to rouse their interest in more cffectivelj- distributed supervision and to make them realize that their supervision has not been as effective as it might be. The m- 92 FOKEMAN TEAINING COURSES. structor knows both objectives, if the men know the first, but if they also know the second, the purpose of the indirect objective would be, in many cases, defeated. plan:nixg bt objectives instead or topics. The ordinary method of laying out an informational course is by topics. This is the proper procedure for that £ort of a course, but any well-developed training course consists of both direct and in- direct objectives and the instructor must lay out his course by such objectives and not by topics. Hence, provision is made on the sug- gestive operating sheets for noting objectives of both types. the methods to be used. Teaching methods that will bring the best results in conformity with the general aim of the course would be those which followed out the development line of approach, which simply means that from the individual thought of the members of the group must come Avhatever results the group achieves as well as any results the plant may expect from the training. In general the methods that will be )nost successful will be analysis, informal directed discussions, sug- gestive questions. ANALYSIS. "When we use the word analysis we simply mean that starting with a situation or problem which as a whole is well known to the group, that situation or problem is taken apart or spread out for inspection in such a manner that every component feature is considered and noted. We know that carrying on an analysis according to any plan is perhaps the last thing that a foreman or any ordinary lay- man thinks of. In view of this, one of the purposes of using the analysis is to develop the habit of unconsciously analyzing problems as they present themselves. After an analysis is made and it is certain that all elements have been identified and classified, the next procedure is, of course, to make a classified synthesis of the material ; that is, a good general method of procedure for such cases is to take a situation or a problem apart, become fully familiar with each separate part, and then reassemble them. The use of the analysis has a greater value in work of this charac- ter than appears at first sight. In practical work, very few men have had the opportunity to really take time and thought to " take ac- count of stock," lay out their particular job or problem as a whole, and look at it carefully. They have, of necessity, been largely '* opportunists," dealing with each situation as it came up, but with- out time to consider each situation from the standpoint of all the ele- FnnEMAX TEAINTXfi COtTSES. 93 ments that may enter into it. As a result they have often worked on a " partial formula "' rather than a complete formula. This is particularly true in those fields of foremanship dealing with costs and with the human factor. The development of the habit of com- plete analysis in dealing with situations and problems is one of the important outcomes of a properly conducted training course. Not only is the analysis habit itself of value, but analyses, to be cffecti\ e. must be made in terms of proper elements. Xot only must the formula be complete but it must include the right variables. Hence, a second value of the use of the method of analysis and syn- thesis is in the training that it gives in classify inic the various ele- ments under proper clffssification headings. The instructor will find it profitable to use the method of analysis and classification very largely in work of this character and should use it wherever possible. As an aid in such work forms of the general type of those given in the course itself will be found valua- ble in guiding the thinking of the man and should be dcvelopi'd as needed. Much analysis Avork can be done with the aid of blackboard, build- ing up preliminary to presenting checking forms of the type in- cluded in the sample instruction material. This is e-^peeially valua- ble in such work as identification of re~]ioiisibilities under given pro- cedure, job ana]ysis\ etc. IXrORJIAL DIKECTED 1)IS( USSldX. Free discussion of the problem is porliaps the best means of bring- ing out the elements which are to be considered in the analysis and in working from concrete examples to general conclusions. Free discussion must, of course, be informal. A man must express him- self in a natural manner and as a result of natural mental reactions to get the greatest value from the discussion, the value being, of course, internal and not external. The tendency, of course, of a perfectly free discussion is to wander into a variety of fields, so that it' usually winds up at a considerable distance from the point :.t which it started. In order to prevent this wandering the instruc- tor leading a group in a free discussion must very skillfully hold his o-roup to the particular point with which the discussion is in- tended to deal. In order to do this, he must be at all times perfectly clear as to the objective at which he is driving. In order to direct, or lead, free informal discussion with men who are usually, especi- ally at first, diffident about expressing themselves freely in a group which often contains strangers, and who are not m the habit of holdin'T closelv to one point, the instructor must use great tact and diplomacy to 'avoid having his men "shut up like clams ' on the 94 FOEBMAN TEAtNING COUKSES. one hand and avoid aimless and inconclusive discussion on the other. One of the best means of securing discussion that " heads up " to the desired objective is the skillfully used suggestive question. STJGGESTrVE QUESTIOXS. A suggestive question may perhaps be best defined as a question so framed that the attempt to formulate an answer leads a man's thinking in the desired direction without his knowing it. It is, of course, what is known among teachers as the Socratic method of questioning. For examiDle, the suggestive Instruction Notes which are given in Part II are not a text in the sense that definite assign- ments are to be made for study, but are to be used as a part of the equipment or resources which the foreman can use in discussions. As a means of making tlie fullest use of the notes in directing such discussions, the instructor must very carefully and skillfully use questions which wiU cause the men in the group to refer to the notes as a means of bolstering up their viewpoints or of convincing another member of the group that he is taking/ the wrong stand ; that is, suggestive questions will not only direct the discussion but will stimulate the use of the notes in the most effective manner. In this particular case an additional advantage is gained in gradually leading the men into using printed material as a reference by select- ing from it what happens to apply to a given point in a ^ven- discussion. Again, if a man wanders from the point under discussion, a skillfully directed suggestive question will^ often bring him back and will avoid the necessity of stopping him or telling him directly that he is off the track. The instructor will find that the suggestive question has great A'alue in work of this character and should make great use of it, both on a group and an individual basis. THE INSTETJCTOE IN THE PLANT. Wherever it can be arranged it is of great advantage for the in- structor of a foreman's group to have access to the plant in which the training is to be applied. The degi-ee to which he becomes fa- miliar with the working organization and with the particular con- ditions under which his foremen work, will enable him to more successfully carry on the work. Where such an arrangement is set up it should be fully realized that there is grave danger to any plant in admitting an outsider to wander at will throughout its departments and be in a position to discuss certain phases of the work with the force and an instructor must use all his tact and com- mon sense when taking advantage of such a situation. While the FOREMAN TRAIXIXi; COrRSES. 95 advantajro to the instructor iy great, the taMv of so handling this adyantagc as to prevent friction from developing -will require his greatest efforts. In this a man who has had industrial experience is at a great ad\ antage over one who has had only school experience. LECTURES. Any training course including that outlined in this bulletin may be used as the basis of a set of lectures, but the use of this method will certainly defeat the purpose for which such course should be given. The lecture that is simply passing out information, which is undoubt- edly the easiest way of conducting courses and so recommends itself to many instructors, has been most widely used and abused, and in very few instances can any definite results in increased efficiency be traced to a course of lectures given to men in connection with the doing of real jobs. Perhaps it would be well to give some considera- tion as to the cause of the lecture being ineffective. As pointed out in a previous paragraph, results can only be expected where men have been led to think intelligently. This is never the result of lectures, first, because each man hearing a lecture interprets it differently from other men, and they all may interpret it differently from the lecturer ; and, second, that most men listening to a lecture do not think con- structively at all, since the lecturer has done all the thinking for them. If there is no means of comparing views with the purpose of getting a definite point of view generally distributed, the main effect is lost. Another point against the lecture is the fact that a man may attend a lecture and be bodily present with his mind entirely concentrated on a foreign subject far removed from the lecture, and the lecturer has no means of knowing this; from all outward appearances each man is giving attention. While it is sometimes necessary in courses of the kind under discussion to give out information, the means of giving out this information should not be by formal lectures. Infor- mation must be ffiven when a desir© for that definite information has been created through discussion or the study of definite problems if it is to be absorbed. The lecture method as a method should rarely, if ever, be used in courses of this kind. TEXTS. TTnder any ordinary working conditions under which such a course as that under discussion can be conducted the use of reference texts, " required readings," etc., should be avoided. In the ordmary course any " out-of -class time " that a man may be able to give can be better utilized in working out problems or points for discussion brought out in connection with the work of the group. The instructor must con- stantly bear in mind that the object of such a course is to tram a man 96 FOREMAST TRAINING COURSES. in thinking, to increase his ability to deal with situations as they come to him on his job ; and while the possession of certain informa- tion may be of some value, correct action based on straight thinking is of vastly more importance. In connection with the suggestive course presented the instruction notes offer a strong temptation to an instructor to make use of them as a text, from which definite assign- ments for study and memorizing can be made or for class reading. Xotes should not be used in this way, but, as already stated, should only be used in such a way that they become a reference book for the men from which they may secure information which has a bearing on the subjects discussed as these subjects come up. Making out assignments with the view of confining the discussion to the bare) contents of the notes would be a misuse of the notes as presented. They must be strictly regarded as only supplementary to the actual discussions which arise in the work and their use confined to that purpose alone. EXA3IINATI0NS. The use of the forms and points for discussion must not be con- sidered as an examination in the sense of determining the particu- lar progress that the men in the group have made. They are a means of determining how effective the instruction has been and they are a means of clinching or crystalizing the points as brought out in the discussion. They are not a means of securing evidence for marking or grading a man on his progress and they are as a rule re- tained by the men at the close of the course. The instruptor is not concerned in using forms to determine the degree to which they meet standard methods of filling out, but he is interested .in determining from the way the form is filled out and the difficulties that the man meets in filling them out, how effectively he has directed the think- ing of the men with regard to the particular objective to which that form applies. An instructor conducting work of this kind will have no use for periodic tests or examinations, either oral or written. There is no useful purpose served by having a man recite any par-- ticular phase of the work or in having the entire group answer a number of questions Avith a view to giving them a rating or a mark in their standing. TIIK RELATIONS 0¥ THE INSTRUCTOR TO THE GROUP. Courses of the type under discussion can only be given to intelli- gent, full-grown men ; any attempt to conduct them after the fash- ion of the ordinary school, such as school " formalities " and the aloofness of the instructor from his group will prevent the successful carrying on of the work. The instructor will succeed in proportion FOREiMAN TRAINING COURSES. 97 8.K he comers to the nieii tlie idea that he is working with them and they with him, rather than that they are simply taking from him some information or training which he has decided they must re- ceive. The best relationship for successfully conducting the group is that of informal meetings where the group recognizes the in- stnictor as a leader in discussions and yet are not repressed in the expression of their own thoughts. Another important feature which must be considered if the success is to be what it should be, is the " iitmosphere " that must go with the successful handling of groups of this kind ; that is, the general relationships, the closeness of mutual interests and the general tendency on the part of both instructor and group to give the best they have to each other, rather tlian to sit quietly and let events take their course, feeling that it is none of their particular affair. The best atmosphere is that wherein cacli man feels perfectly free to take sides for or against the instructor on the questions as they arise and to express himself with tlie greatest freedom, knowing that due consideration will be given his point of view and that if he can succeed in carrj-ihg his point, he has done something for the general good of the course rather than for his own personal situation. It will be noted that this is essentially the at- mosphere of the university seminar rather than that of the conven- tional schoolroom. INDrVIDUAL AND GROUP INSTRUCTION. As repeatedly pointed out in this bulletin, each man must be trained to work out his problems in terms of his own particular job and under the special established procedure. This means that much work must be carried on on an individual basis. Except when discussions are going on or objectives are being attained by the use of general suggestive questions, but little work can be carried on on a " class " basis. During much of the work, the men will be working at their individual problems with the instructor quietly circulating among them, dropping a suggestion here and a criticism there. He is in fact acting much as a good foreman would handle a group of men on production work. The more skill the instructor can develop along the lines of individual instruction the more effectively he luu put over the course. GETTING THE GROUP TO WORK OUTSIDE THE SIEETINGS. The limited amount of time which can usually be given to training cpurses makes it desirable to secure a certain amount of work from the men outside the regular meetings. This work might be com- pared to "home work" as commonly carried on in schools. As a 140474°— 20 7 98 FOEEMAN TEAINING COURSES. rule work of this kind can not be required, but if an instructor can so arrange discussions and so direct the efforts of the men that they will be sufficiently interested to want to carry on some work between sessions, a Considerable amount of this "outside work" can be secured. The degree to which an instructor succeeds in developing " outside work " will make the course just that much more effective. STANDARD SIZE FOE FORMS, INSTRUCTION NOTES, ETC. Where such " home work " is undertaken care must be used to see that it is definite in its character. It may, for example, call for the complete filling out of partially completed forms or the formula- tion of carefully thought-out answers to problems of a nature simi- lar to those already discussed in the class. In Part II of this bulletin are included a number of sample forms, points for discus- sion, and suggestive instruction notes. The size of these samples makes it, of course, impossible to use them as presented. An in- structor is strongly urged to prepare copies of all forms, instruction notes, etc., of a standard size for group use. The most convenient size is on letter-size paper (approximately 8| by 11 inches). APPENDIX. SUGGESTIVE ANALYSIS AND CUSSIFICATION OF THE FOREMAN'S JOB. Chart A.— MATERIAL (STOCK). Unit A-I. Unit a-ii. Unit A-III. Supervlslan. Cost elements. Management The foreman's responsibilities may Include— Among the more Important cost elements are— The management problems and some possible means of dealing with them are — RECEIVING AND STORING BULK STOCK. Beoelvliig and storing stock of one Und; ol one quality (grade); of various qualities. Stock of various kinds in various quantities; of various qualities; uiider such conditions that it Is kept in good condition until drawn out tor use. Protection as to quantity of stock in storage. Methods of storage with regard to conditions aQecting quality , such as— Temperature. Fumes. Light. Exposure to weather, etc. According to the special con- ditions. Degree to wtiich stock In storage is protected from— Loss. Theft. Fire, etc. To adopt methods of storage that win insure proper protection of stored stock, accordmg to its spe- cial character from any agents that may cause deterioration, damage, etc. To store under such conditions that the entire amount received and stored can be used for the produc- tion of the particular product for which it was Intended to be used. Storing stock under various condi- tions, such as- Loose— in bulk. In containers — solid stock: Bins. Barrels. Boxes. Packages. Racks. In containers — liquid stock: Talks. Cans. Barrels. Drums. In containers- gas-prossure tanks, Suitabllitv of the methods of storage with regard to such items as— Suitability of the containers used. The degree to which they are kept in good condition while in storage. The degree to which such items OS- Leakage. Evaporation, etc., are minimized wtme in storage. To store so as to prevent or mln • mize detcrloratiOTi, loss or dam- age by such means as — Protection of containers. Not storing in damaged con- tainers. Frequent inspection, making storage conditions right for the special properties of the stock to be stored, etc. HANDLING FOR STORAGE. Breaking bulk from oars, trucks, etc.: By hand. Mechanically . Transporting stock to storage: By manual work. By mechanical means (con- veyors, trucks, etc.) Degree of loss, damage, adultera- tion. Labor cost. Time cost, etc., that occurs in breaking bulk. Degree of loss, damage, adulter ation that occurs during trans- portation. Degree to which the chemest cflective methods are used. To make an efficient choice be- tween manual and mechanical methods. To adopt methods that give mini- mum cost. To prevent loss, damage, etc., by careful supervision and proper handlhig. Same as above. KEEPING ur STOCK. Keeping up stock of one kind ; of dlQerent quantities; ol dillerent grades; of various kinds; of dif- ferent qualities; of different gisides: By ordering direct. By requisitioning. By receiving from another de- putment, etc. The amount carried. The time it is carried. The methods used for determin- ing the amount carried. Degree to which any given grade, quality, or kind is not ia stock when called for. To hold stock in storage down to the working minimum. To know the working minimum. To know the exact amountofstock available at all times (invent tory— not guess). 99 100 FOREMAN TRAINING COURSES. Chart A. — Material (stocTo) — Continued. Unit A-I. Unit A-II. UnttA-III. Supervision. Cost elements. Mam^ement. Tlie foreman's responsibilities may include— ; Among the more imporCant cost elements are — The management problems and some possible means of dealing with them are— MATEBIAL, IN PROCESS. Getting stock from storage. Getting the required kind, grade, etc. . Methods used for securing stock, especially with regard to mis- takes, etc. The arran-ement. The classification. The accessibility of all stock. CoDditions of the transportation. To secure stock with the head time and power cost and with the greatest accuracy by following procedure carefully, keeping aU stock accessible, well arranged, and classified, and transporting as in handling for storage. Getting the necessary quality and quantify of all intermediate products. Amount of yield, conversfon or operating waste of material and on the final product. With the given operation to secure the greatest possible yield or conversion or least operating waste by preventing adulters tion, waste, loss, damage, etc. Handling all Intermediate prod- ucts, from one process cr oper- ation to another. As in handling stock. As in handling stock. STORING OR DELIVEEnsra FESTAL PRODUCT. Storing final product. Accessibility. Arrangement, > Glassiication. Degree of adulteration, damage, loss. Amount carried in storage: Time carried in storacc, etc. Same as for stock. Delivering at once to some one else. (Customer, another depart- ment, etG.> Methods of delivery (mechanic cal, hand, trucks, carts, etc.) that are the most effective under the fecial conditiona:— Praniptness-of delivery. Condition when delivered. To get delivery promptly, cheaply, and in good condition. RECORDXNG AND REPORTING ON MATERIAL IN ALL STAGES. Ilaking reports. Receiving reports from men. Making observations and checks on quantities, grades, condi- tion, protection, etc. Vahie, accuracy, and prompt- ness of reports on material, either made by the foromani or made to him. To secure and make, accurate re- ports on material by- Checking carefully. Using simple methods. Following procedure carefully. Being prompt and requiring promptness in alt reports. M^kiiig sure that allreports are delivered to the right person. Making accuracy easy. Properly distributed super- vision. NECESSARY SPECIAL TECHNICAL KNOWLEDGE. AS TO STOCK. (The possession of the necessary technical knowledge as to prop- erties of stock, ability to recog- nize different qualities and grades, etc., on raw stock. Inter- mediate products, and final products is assumed. The degree to which the fore- man knows his stoc£: and his products cuts cost. If such knowledge Is lacking, to get it (trade extension conrses, tech- nical courses). FOREMAN TRAINING COURSES. 101 Chart B.— EQUIPMENT, PROCESSES, AND OPERATIONS. Unit B-I. Unit B-II. Unit B-III. Supervision. Cost elements. Uanagement. The (oreman's responsibilities may Include— Among the more Important cost elements are— The management problems and some possible metbods o{ dealing with them are— EQUIPMENT IN SERVICE. SNPlng equipment up to maln- tmance standards by— Direct action. Work orders. Discarding. BuyinR. Requisitioning. Recommending. Reporting, etc. The cost of maintenance, re- pairs, etc , as against the cost ofneweqiupment. The cost of brealcdown in stop- ping production. To find the economic disposal point, and when that point is reached, act, recommend, or re. port, according to procedure. Carrying re.'serve tools and equlp- equipment. Amount of reserve tools and equipment carried. To plan to carry only the necessary amount by Imowuig and antici- pating needs. NEW EQUIPMENT. Lay out new equipment. Rearrange equipment. Order now equipment. Grouping. Spacmg. Arrangements, etc. Type. sultabUlty, cost, etc., with regard to the particular product and the worldng con- Sitlon. To secure the TntnlTnuTn cost per unit of production under the worldng conditions. OPERATIONS AND PROCESSES. Worldngf rom operation sheet- (0) Furnished to him. ^Ii) Made by him. Number of Jobs or processes. Number of operations. Order of operations. Numberandcharacterofoperat- Ing points In each Job. (a) To follow directions accurately and intelligently. (6) To plan to do the work at mini- mum cost by study of the re- quired Jobs, operations, etc. (jobanalysis, planning). Assigning necessary equipment tor each Job. Type of different equipment units used: Layout of equipment. Duty of each equipment ujilt in use. Degree of balance of equipment units used. To lay out worlc in advance so as: To select best available types. To secure efEe(iliive conditions as to distance, intermediate products, travel and work- mg space J)er units. To determine relative capaci- ties of units and balance as near as possible, etc. Controlling the amount of output. Degree to which equipment unitsinuseare operatedat full duty. To get as near full duty from ail live equipment units as the job permits. Keeping the different Jobs going. Starting, watching, and stopping each Job or process. Amount of idle load. Abuse. Damage. Breakdown, etc. Effectiveness of supervision. Proper man distribution, etc. (Necessary technical knowledge assumea.) To reduceidle load to the minimum and to prevent abuse, damage, and breakdo^vn by carefully dis- tributed supervision and thor- ough instruction. To mid the most effective super- vision distribution by the use ^ of department and job analyses. 102 FOREMAN TRAINING COURSES. Chart B. — Equipment, processes, and operations — Continued. Unit B-I. Unit B-H. Unit B-in. Supendsian. Cost elements. Management. The foreman's responsibilities may indnde— Among the more important cost elements are— The management problems aoA some possible meuiods of dealing with them are— OPERATIONS AND PEOCESSES— Continued. Making special volume arrange- ments to meet a special emer- gency. In snch cases cost is i arrangement. To devise the most economic ar- rangement with the means at hand, under the working con- ditions. Determining operating methods (processes or operations). Particular character of methods, processes, or operations used. (Time required, equipment and labor cost, etc.) To devise the cheapest and most efficient methods. (A tecdmical problem.) Setting up special working condi- tions for special purposes. Degree to which such special conditions are effective. To get maximum results at mini- mum cost. (A ^cbnical prob- lem.) Determining the: Departmental jobs. Working jobs. Opetarijons. Operating points in bis de- ment. Number of different jobs or processes used in getting out each product. Number of working jobs. Grade of help employed. Nmnber of operat- ing pomts in each worldag job. To hold time and power cost to practicable Tninimnm by use of job analysis, production cost, data, etc. (An expert tedmicai problem.) RECORDING AND REPORTING. Reporting to supervisors. Degree to which reports actually ' serve the purpose for which they are required. To make reports promptly, accu- rately, in proper form, etc. Receiving reports from subordi- nates, records, observations, etc. Reliability of reports, records, observations,, etc. To secure reliable reports, observa- tions, records, etc., -by making the necessity for accuracy clear, by selecting the rightmen, choos- ing merely between man-made- and automatic records, etc.; by making accuracy easy. Making necessary checks and ob- servations for nis own use. The value of snch checks and observations, efEecUveness of methods used. To make only necessary observa- tions and checks and to use as little time as possible by careful study and development of the simplest methods that will do the work. TRADE TECHNICAL KNOWLEDGE AND SKILL. To possess the necessary technical knowledge and skill to properly deal with all operations and processes under his charge as- sumed. To possess the necessary mechan- ical knowledge to take care of his equipment assumed. The degree to which it is pos- sessed and used intelligently. If lacking to secure it, (Trade es- tension courses, etc.) FOREMAN TRAINING fOrRSES. 103 CSuurt C— MAN FACTORS— UTILIZATION OF THE WORKING FORCE IN CARRYING ON OPERATIONS AND PROCESSES. Vnrt C-l. Unit C-n. Unit C-m. Supervision. Cost elements. Management. ne (bramim'9 responslblUties may Incluae— Among the more important cost elements are— The management problems and some possible means of dealing with them are— DISTRIBUTION OF THE WORKING FORCE. nvrldinK snlBctent help to cover all operaUng points on all Jobs. Degree to which all operating points on all jobs are eflec- tively covered. Number of men used on each tqjetatlng point. To determine all operating points and cover them with the mini- mum effective number of men (Job analysis). innldfilE at least the minimum ttide knowledge, skill, etc., tin eaeb Job (high, medium, or low, IS tho case may be). la) By placement. (ti By transfer. (e) By training. Degree to which the quallflca- tfons of each man meets the re- quirements of the job. Degree to which skill, erperlence^ etc., are conserved in transfers, promotions and placements. Excess sUll, etc. To determine Job requirements (job analysis), man quaUflca- tions (man analvsls), and match man qualifications to job re- quirements. To get as eloae a "fit" as possibla. TAKING ORDERS, SUGGESTIONS, DIRECTIONS FROM SUPERIORS. IdUngordeta from saperlois relat- tvtothe utlUzatlon of the work- ing force. reOowlng directions given by su- ptrlors as to utiliiation oi the vorUn force. AoHng on suggestions from supe- An as to uGuliatiou of the wock- itatoree. '^ftSBnitttlng orders ftom supe- '. donastoutlllsatlanafthework- tatftree. Degree of accuracy and prompt- ness with which orders are exe- cuted so that the desired re- sults are fully secured. Degree to which directions are promptly, tullv, and carefully followed, so that the desired results are fully secured. Degree to which suggestions are given careful consideration and utilized. Effectiveness with which orders are fully and clearly transmit- ted. Degree to which all persons in- tended are reached. Degree to which "back check- ing" is carried on when it Is To fully understand orders before acting on them. To know when to ask for supple- mentary orders. A& (or orders. To make the best possible use of suggestions. To get suggestions freely. To devise and use such methods of transmitting ocdecs and getiliis; them to the proper people that the desited results are obtained. To "back check" when necessary. orVINQ ORDERS, SUGGESTIONS, DIRECTIONS TO MEN. OMog orden to men relating to ntilitation of the worUng force. Olviiig directions to men. VaUng suggestions to men . Deena to which orders are obeyed. Degree to which only neces.sary orders ore given. Degree to which directions and suggestions are necessary, timely, and result in work being done conectly and rapimy. To team to distinguish between necessary and unnecessary or. dfirs. suraBstioD^ etc To gel air directions and ordera fufiy understood and obeyed by ms£ing all directions and orders dear, timely, accurate, and complete, choosing properly be- tween spoken and wntten orders and directions, carefully follow- ing up to see that orders and directions are fully understood. Choosing between orders, direc- tions, and suggestions according t»the spec^ ratuation. Detemune when orders, directions, and suggestions are necessary and when they are not. 104 FOREMAN TRAINING COURSES. Chart G.—Man factors — Utilization of the working force in carrying on operations and processes' — Continued. Unit C-I. Unit C-H. Unit C-in. Supervision. Cost elements. Management. The foreman's responsibilities may Include— Among the more Important cost elements are — The management problems and some possible means of dealing with them are— REOOEDS, CHECKS, EEPOETS. Receiving reports from men. Getting reports from men. Accuracy and promptness of reports. Accuracy and completeness of records. To get accurate and prompt re- ports from men by making clear the necessity of reports that are accurate and reliable. To cross check. Same as reports. To make accuracy easy. To cross check. To choose between man and auto- matic records according to the special situation. Making reports to superiors. Making records himself. Degree to which reports serve the purpose for which they are required. Accuracy, completeness, and value of records. To make reports serviceable by furnishing reports that are com- plete, legible, accurate, in proper fonn, etc., sent on time, and received by the person who should receive them. Checking reports. Checking records. Accuracy, completeness, and promptness with which rec- ords and reports are checked. To develop and use effective meth- ods of checking to keep work checked up. WORKING CONDITIONS. Promoting safety. Giving first aid. Making safety inspections Controlling or changing ventila- tion. Number and seriousness of acci- dents. Promptness and effectiveness of first-aid. Thoroughness of inspection and resultmg action. Slowing down or poor work re- sulting from poor ventilation. Increased turnover and absen- teeism. To promote, develop and secure enective general safety practice by interesting men in safety and training them in habits of safety By introducing automatic or non- automatic safety devices, as re- quired, wherever they will'beo.f value. To report, act, or recommend according to procedure. To know how to give first aid effec- tively. To make all inspections thorough and complete. To secure the best possible ventila- tion by action, report or recom- mendation, according to the spec- ial case and the.profedure. Controlling or changing illumina- tion. Degree to which illumination 1 good or bad, as to— (1^ Qeneial lighting. (2) Distribution. To secure the best possible illumin- ation, natural and artificial, as to— (o) Amount. Distribution, with regard to— (1) Danger points. (2) Operating points by report, recommendation or ac- tion, accordijig to the case and the procedure. Controlling tsmperature. Degree to which temperatures are too high or too low for the best work. To_ secure the best possible condi- tions, by recommendation, re- port, or action. To make unavoidably bad condi- tions more attractive. KOBEMAN TRAINING COTIBSBS. 105 Chart ('. — Man factors— UliUzation of the working force in carrying on operations and processes — Continued. OwtC-I. UmrC-n. UmrC-m. Sopervlslan. Cost elements. Management. nw fimnan's responslbUIUes may Incluoe— Among the more important cost elements are— The management problems and some possible means of dealing with them are— WORKING CONDITIONS— Continued. Cantmlling or changing. Degree to which surroundings are good or bad. To secure the best possible sur- roundings (sanitary washrooms, clean and neat shops, etc.), by recommendation, action, or re- port, according to the case and the procedure. Controlling or changing the worlc- log AuUltles. Degree to which the working facilities (tools, equipment, etc.) are good or poor. To secure the best possible working fadUlties for aU the men by ree- ommendation, action, or reporc, according to the case and tht procedure. MENTAL ATTITUDE. Keeping up morale. Interest or lack of interest on the To promote Interest by nklllfal use of interest factors that count (am- part of the worHng force, due topresenceor absence of ambi- bition, job pride,, self-respect, curiosity, etc.) by recognizing ability, securing good tools and equipment, riving deserved praise, etc., and by avoiding appeal to tear and breaking down self-respect (bawling out, threat- tion, Job pride, self-respect, etc. ening to discharge, etc.). To reduce dlssatisKictlon to a mini- Satisfaction or dissatislbotlan on the part of the working force due to general working condi- tions, attitude of the foreman. mum by emphastElng the im- portance of the job, developing craft pride, being considerate, * etc. fair, firm, human. Desiing with carelessness on the Degree to which temporary care- To reduce carelessness to the mini* fob. lessness Is reduced and perma- mum by- nent carelessness tUminated Determining the cause and with the least amount of dis- classifying as temporary or ohaige by intelligent use of— Transfer, permanent. For temporary carelessness take action to save the man. Discharge, Ponaniilng, For permanent carelessness Repremanding. take action leading to dis- Etc. charge of the man. MMnHliiliig the neoessary work- KequffilW. De^ee to which turnover and labor loss is held down to the To reduce labor loss due to the human factor to a minimum by being- Considerate, Dlsoharglng, Fair, Transferring. Firm, Human, Developing interest, Promoting satisfaction, Etc. 106 FOREMAN TRAINING COURSES. Ohart C.—Man faotors—UUlisation of the tvorUng force in carrying on operations and processes — Continued. UnitC-I. Unit C-II. UNIT C-III. Supervision. C!ost elements. Management. The foreman's responsibilities may include— Among the more important cost elements are— The management problems and some possible means of dealing with them are— PHYSICAL CONDITION OF THE WORKING FORCE. Dealing; with situations due to the condition of the members of the working force as to sickness (tem- porary). Degree to which the foreman and all members of the working force are In good mental and physical condition, thus mini- mizing such cost items as — Labor loss due to sickness. Temporary carelessness due to illness. Reduced ability on the job due to aman being in poor condition, sick, etc. To promote and maintain good physical conditions in the mem- bers of the working force through such means as — EflectiT.e cooperation with the medical service (if any). Advising men as to takmg care of themselves. Including the health of his men in the field of his responsibili- ties. Incipient disease. Chronic disease, disability. Physical fatigue Degree to which Incipient disease is at once discovered and check- ed or cured, thus minimizing such cost items as — Slow falling offiin ability, in- creasedlabor loss, etc., due to unchecked progress of the disease. To secure the immediate identifica- tion and checking or curing of incipient disease by such means as- Keeping in close touch with the medical service, advising men to seek reUable advice, transferring to get better con- ditions during treatment, etc., according to procedure. Degree to which chronic disease is discovered, identified, and dealt with so as to minimize its eflect. To secure the best possible 'action under the special conditions, as between transfer, lay o£E, special treatment, etc., by action, re- port, recommendation, etc. Degree to which men do not work, beyond reasonable fa- tigue limits, thus mininaizLng such cost elements as — Accidents due to overfatigue. Slow work due to overfa- tigue. Temporary carelessness on the job. Absenteeism. Quitting for an easier job, etc. To prevent undue physical fatigue by such means as — "Easing up" when necessary. (Rest intervals.) Changing nature of the worli, of working conditions, etc. (by action, recommendation, report). Excessive mental fatigue or strain. Degree to which men are not subjected to excessive mental fatigue or strain, thus minim- izing such cost items as— Accidents due to temporary carelessness. Directions not carefully fol- lowed for the same reason. Dissatisfaction due to "nerves," etc. To prevent excessive mental fa- tigue or strain by the same gen- eral methods as for physical fatigue. FORE MAX TRAINING t'OURSES. 107 Chart C. — Man factors -Utilization of the unrking force in carrtting im opcrntions and procpsse*— Continued. Unit C-I. UUIT C-II. UNirC-in Bapervlsion. Cost elements. Management. Th< [onmsn's responsibilities may Include— Among the more important cost elements are— The mnnngement problems and some possible means o( dealing with them ai9— PHY8ICAI, CONDITION OP THE WORKING FORCR-Contlnned. OoopcretlDg with the general man- •(cment. Begrce to which the foreman co- opera tea fully and Intelligently with the genera] management tn such ways as- Working with the manage- ment. Ejiowtng the organization as a whole and his relation to it. To fully and intelligently cooperate with the general management in such ways as- Carrying out policies. Not "knocking." Transmitting orders Intelli- gently. UaMr g suggestions. Developing plant pride. Being "a part of the organiza- tion," etc. Cooperating with his immediate ■upcriors. Degree of intelligent , tactful.'and eSective cooperation that the foreman gives in dealing with his Immediate lopeiifiis. To fully and intrlligantly cooperate with Immediate superiors by such means as — Carefully following orders, in- structions, directions, etc., and being careful to under- stand them fully before act- ing on them. Passing on orders, instructions, notices, etc., from the man- wement, so that they are clearly understood and car- ried out as intended. Making sure that all men that should be reached are reached) Making reports, recommenda-. tions, etc, as called foj promptly, accurately, IcgiJ biy, and according to stanjf ard form an) procedure;/^ Making sure that thej properly received bjjf right people. Cooperating with other faremeo. Degree ol intellignt, tuD, and helpful cooperative relations estabUsbed between foremen In the plant. Not "knocking," etc. To fully and intelligently coop, with other foremen in such i as— Not crlticlslug other depart- ments. "Appreciating the other fel- low's troubles." Helping out but not "butting In " on other foremen's jobs. Being tactful and considerate. honliig oooperation from the vorUiig force. The extent to which the fore- man can get the working force "with '' hbn. To secure the greatest possible de- gree of cooperation from the WDrking force by sucli means as— "TelUng the truth." Giving everybody a "square Developing plant and depart- mental pride. Playing no favorites. Discovering and correcting un- founded plant gossip. Etc. AVAILABLE BULLETINS OF THE FEDERAL BOARD FOR VOCATIONAL EDUCATION. ANNUAL REPORT. The Vocational Summary, published monthly by the Federal Board for Vocational Edaeatlo* (Vol. 1. No. 1, May, 1918). Bulletin No. 11. Emergency War Tralnins for Oxy-Acetylene Welders. Bnlletin No. 12. Emergency War Training for Airplane Mechanics— Engine Repairmen, Wood- workers, Riggers, and Sheet Metal Workers. Bulletin No. 13. (Agricultural Series No. 1.) Agricultural Education — Organization and Ad- ministration. Bulletin No. 15. (Reeducation Series No. 3.) The Evolution of National Systems of Vaca- tional Reeducation for Disabled Soldiers and Sailors. Bnlletin No. 16, Emergency War Training for Radio Mechanics and Radio OperatciB. Bulletin No. 17. (Trade and Industrial Series No. 1.) Trade and Industrial Education — Or- ganization and Administration. Bulletin No. 18. (Trade abd Industrial Series No. 2.) Eyening Industrial Schools. Bulletin No. 19 (Trade and Industrial Series No. 3.) Part-Time Trade and Industrial Edu- cation. Bulletin No. 20. (Trade and Industrial Series No. 4.) Buildings and Equipment for School* and Classes in Trade and Industrial Subjects. Bulletin No. 21. (Agricultural Series No. 3.) The Home Project as a Phase of Vocational Agricultural Education Bulletin No. 22. (Commercial Education Series No. 1.) Retail Selling. Bulletin No. 23. (Home Economics Series No. 1.) Clothing for the Family. On sale at Superintendent of Documents, Government Printing Office. 15 cents per copy. Bulletin No. 24. (Commercial Education Series No. 2.) Vocational Education for Foreign Trade and Shipping. Bulletin No. 25. (Reeducation Series No. 4.) Ward Occupations in Hospitals. Bulletin No. 26. (Agricultural Series No. 4.) Agricultural Education — Some Problems in State Supervision Bulletin No. 27. (Agricultural Series No. 5.) The Training of Teachers of Vocational Agri- culture. Bulletin No. 28. - (Home Economics Series No. 2.)' Home Economics Education — Organization and Administration. - Bulletin No. 29 (Reeducation Series No. 5.) Treatment and Training for the Tuberculous. Phyalletin No. 30. (Trade and Industrial Series No. 5.) Evening and Part-Time Schools in the 'extile Industry of the Southern States. T No. 31. (Trade and Industrial Series No. 6.) Training Courses in Safety and Hy- 3 in the Building Trades. , tin No 32. (Reeducation Series No. 6.) The Agricultural and Industrial Community for ^^/Arrested Cases of Tuberculosis and Their Families. ''Bulletin No. 33. (Reeducation Series No. 7.) Productive Vocational Workshops for the Re- habilitation of Tuberculous and Otherwise Disabled Soldiers, Sailors, and Marines. Bulletin No. 34. (Commercial, Series No. S.) Commercial tlducation (Organization and Ad- ministration) . Bnlletin No. 35. (Home Economics Series No. 3.) Use and Preparation of Food. On sale at Superintendent of Documents, Government Printing Office. 20 cents per copy. Bnlletin No. 36. (Trade and Industrial Series No. 7.) Foreman Training Classes. Part I. I. Foreman Training and the Vocational Education Act. II. Suggestive Schedules for 82 Foreman Meetings. III. The Need for Foreman Training and Some Past Difficulties. IV. Planning and Initiation of Foreman Training Courses. V. Conducting Foreman Training Courses. All communications should be addressed to The Federal Board for Vocational Education, Washington, D. C. O CorfW« Unlvaratty Library TS 155.A41 3 1924 002 748 691