HR Development Assignment #2 Summit Case Continued Below are the responses you received from your Needs Assessment conducted for Summit Credit Union. Responses from Employees 1- Why we do loans the way we do is confusing. Sometimes I do not understand why I need certain documentation for loans or even what the documentation is. This means that a lot of time the loan is done incorrectly the first time and sent back to me. Then, I have to go back to the customer to get more information. The result of this is completing the loan process take twice as long as it should. 2- Using the lending system is A LOT different than learning about using it. It looks different on power point slides than it does in real life. 3- I am not sure of all the products the credit union offers. Apparently, the credit union prefers that loan customers also have either a checking or savings account with us. Responses from Management 1- I do not think HR does a good enough job writing job descriptions because people do not seem to have the necessary computer skills to do this job. 2- It would be great if the training department could do all the training necessary for this position in 2 days. It is difficult for management, to manage and do the lender's work while they are in training. From Observing HR Development Assignment #2 1- You notice that lenders only spend about 4 hours a day working on loans and you wonder what they do the other 4 hours of the work day. 2- You notice that when meeting with loan customers, the lender has to call someone or go to a manager's office to get information. Your Task Design a training program for Summit Credit Union Lenders. This program should include the following: 1. Where/how training will take place 2. Curriculum Road Map regarding training topics (a minimum of 3 courses need to be used for this training) 3. A lesson plan for each of the courses you will use for this training 4. How age/personality/other differences will be taken into consideration for this training 5. What specific program design elements will be included to ensure near & far transfer of training 6. How will management at Summit be involved before, during, and after training 7. How will management help facilitate learning and transfer of training TRAINING PROGRAM FOR SUMMIT CREDIT UNION LENDERS Training Venue Venue: Summit Credit Union Hall Date: 25/10/16 to 26/10/16 Time: 8:00 am to 5:00 pm Curriculum Road Map Responses given by employees and management concerning loans and the way HR department is working has led to a development of a two-day training program to improve loan lending to customers and faster working of HR employees. The three courses in the training will be: 1. Loan process training 2. Lending system training 3. HR Computer training Lesson plans Day one training 1. Loan process training Time 8:00 - 9:00 am 9:00 - 11:30 am 12:00 - 1:00 pm Instructional Sequence Formative Assessment 1.Employees will explain what is a loan, types of loans and loan requirements 2. The lenders will be trained what a loan is, the requirements of taking a loan and the time frame it can take 3. The lenders will be trained on requirements of taking a loan all documents required and loan limits 4. time taken to process a loan for every type of loan Loan process clarification and conclusion Drill questions on what is loan, loan types, loan requirements and process are answered and employees are answered where they did not understand Questions on all loan documents are answered and the time different type of loans will take to be processed Questions on loans process and loan types are answered 2. Lending system training Time 2:00 - 3:00 pm 3:00 - 4:30 pm 4:300 - 5:00 pm Instructional Sequence Formative Assessment 1.Employees will explain how to use lending system 2. The lenders will be trained on the lending system and how it is used 3. The lenders will be trained on using all the lending system functions Lending system functions clarification Drill questions on the lending system are answered and how it is used Instructional Sequence Formative Assessment Questions on how to use lending system are answered Questions on lending system functions are answered Day two training 3. HR Computer training Time 8:00 - 10:00 am 11:30 am - 1:00 pm 2:00 - 4:00 pm HR Employees will explain how to use computers to write peoples descriptions Drill questions on how to write peoples descriptions using computer HR employees will get a thorough training on how to use computer in writing employee details Questions on how to use computer to write employee details will be answered HR employees will seek clarification and what they did not understand in using computer Questions on using computer will be answered Age/personality/other differences for training Loan process training For the loan, process-training employees between 20 - 40 years will be trained. All personalities with the age limit of 20 - 40 will be trained. Lending system training For the lending system, training employees between 20 - 40 years will be trained. All personalities with the age limit of 20 - 40 will be trained. HR computer training For the HR computer-training employees between 20 - 55 years will be trained. All personalities with the age limit of 20 - 55 will be trained. Program design elements All employees will be involved in the training and must take part in formative assessment. There are employees who live far; the organization will provide accommodation facilities for the twoday training to ensure they do not miss any session of the training. Management involvement in training Summit creditors management will take part of the training by providing paying for accommodation for those who will be training and ensure they go through formative assessment reports of all employees to make sure they have gone through the training fully Management facilitating learning and transfer of training The management will take part of the training by providing paying for accommodation for those who will be training and ensure they go through formative assessment reports of all employees and will ensure the trainers are experts and have all the necessary facilities provided before they start training