Training and Development - Conducting A Needs Analysis.

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Training and Development

Conducting

A

Needs Analysis


At Advanta, our workplace values are principles that drive our organization. They define how we approach people, new ideas, initiatives and courses of action.  They include Mutual Trust and Respect, Integrity, Collaboration and Open Communication, Innovation, Flexibility and Adaptability and Pursuit of Personal Excellence.  


With these principles we strive to build a team of committed and dedicated employees to service our customers demonstrating these values.  

In conducting a needs assessment in the Operations area of Advanta several “pressure points” were discovered.   They include the rapid growth of the company, the changing technology and the focus on attendance and punctuality of employees in the customer service area.

In order to obtain a fair assessment of the departmental needs I conducted a question and answer survey with a total of 6 employees in the Customer Service Operations area.  They included the: Joe Dooling, Director; Derek Jones, Manager; Tony Nisson Quality Analyst; Shonta Young, Harry Sears and Maureen Foley Customer Service Representatives.

The employees were asked similar questions geared toward their current role at Advanta.

First, the organizational analysis proved that managers and employees have the willingness and desire to stay informed on the changes that occur and welcome the Advanta values.  The customer centric focus is a welcomed concept.  Change is often a hard thing for many to accept but with the right delivery and guidance it can be an experience to improve and excel beyond expectations.  The organizational analysis referred to the situation of the business operations in relation to good business practice.  The processes and tools used to conduct the operational analysis included focusing on the business goals and long term forecasting of the desired outcome, all employees play an important role in the success or failure of the company.  Thru the employee survey questions I discovered that all employees believe that thru the training offered the skills required can be obtained thereby,creating a strong tool to reach desired goals.  The collaborative effort of the training department working with the customer contact center helps to identify specific needs that employees can learn, strengthen or improve upon.

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In the customer service area, much of the success of the employee is built upon the knowledge the employee has on meeting objectives such as the hold time of customers, reaching goals of customer satisfaction while cross-selling and dedication to the job that each employees shares.

Next, I identified thru the person analysis whether the performance deficiencies where a result of employees lack of knowledge and who would benefit most from the training offered.  Each of the three Customer Service Representative employees were assessed individually.  The responses received established that the training programs offered should challenge the development ...

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