Company: Interviewer: Date: PHASE 2: Data Collection BEST PRACTICES INTERVIEW GUIDE LEARNING & DEVELOPMENT STRATEGIC PLAN Company: Interviewer: Date: ©2012 RAY SVENSON CONSULTING, INC. RAY SVENSON CONSULTING, INC. • 112 Two Mile Bridge Road • Roberts • MT • 59070 www.raysvensonconsulting.com • e-mail: ray@raysvenson.com Office phone: 406-446-1861 • Mobile phone: 406-425-4013 1

BEST PRACTICES INTERVIEW GUIDE PHASE 2: Data Collection Interviewer: Position the interview as input to a new Learning & Development Strategic Plan for the business. 1. What Learning and Development needs do you serve in your business? Leadership development Functional skills and knowledge Personal and skills Customer training Supplier training Geographical dispersion of learners 2. Do you have a standard process for developing and delivering training to support these needs? How do you do needs analysis? How do you do design/development? What delivery strategies are you using? How are they working for you?

BEST PRACTICES INTERVIEW GUIDE (cont.) PHASE 2: Data Collection 2. Do you have a standard process for developing and delivering training to support those needs? (cont.) How do you develop new hires? How do you develop experienced staff? How do you develop leaders and managers? How do you rollout training to support new products and other initiatives? How do you manage the balance between centralized and decentralized delivery? How do you train and qualify instructors? Are you running a certification/assessment/qualification program? How does it work? What is its value?

BEST PRACTICES INTERVIEW GUIDE (cont.) PHASE 2: Data Collection 2. Do you have a standard process for developing and delivering training to support those needs? (cont.) How do you maintain the materials? What results do you measure? How do you measure them? 3. Do you have a Governance Board/Advisory Council made up of business leaders that guides, directs, prioritizes, and funds your work? How does it work? Who is on it? 4. How is Learning and Development funded in your company/organization? 5. What is the integration, if any, among staffing, training, performance management, and career/succession managing in your organization?

BEST PRACTICES INTERVIEW GUIDE (cont.) PHASE 2: Data Collection 6. Do you do customer training? If so, to what degree have you integrated customer and employee training? 7. Describe what you consider your best practices key features. How do you know when it’s working?