2. Consider the Situation
When you are given a project with little instruction, where do you start?
Vague Instructions/ little direction
Feeling overwhelmed
Shutting Down
Story – This class project
Relates to Revenue Dept – when you are a new auditor you have so much information that is thrown at you that you have little way to organize and process it. With a training program you will be given the tools on where to start and how to organize everything that has been put in front of you. This helps with eliminating the overwhelming feelings and lowering the possibility of shutting down - increasing the effectiveness of a new auditor and possible retention rates within the department.

3. Current Situation How we got here There is a current training program
Lack of desire to go through training program as auditor
Current status quo allows this to continue
No mentorship program
No collaboration / team building / communication in general
There is a current training program
Could benefit from standardizing and mandatory
With a revamped training program the department will have more efficient auditors, improved communication within the dept, improved morale (here again is a possibility to improve retention rates – thus improving overall work atmosphere and lowering overall training costs.)
Our project – losing 1/3 of our group and then in second week we got Katelyn and Andrew – allowing us to disperse a workload over more people and allowing us to enjoy the project and get more out of it.

4. Overwhelming Feelings
Project Overload
Overwhelming Feelings
Crabby
Feeling Angry
Frustration
Work suffers
Overall inefficiency
Feeling lost
Confusion
Our story – right before the deliverable we felt lost and we didn’t know if we were wasting time in what we were working on – we didn’t know if we were even headed in the right direction. Felt as if we would not have correct information to back up our premise.
Rev dept - When you don’t know if you are doing audit correctly you don’t know where to start and want to or actually give up – causes audits to last longer or not get done at all. Unmotivated. Unhappy. Unproductive.
What if this
continues?

5. Consequences of Tension
Quitting Job
Increasing workload – even if for a short time
Decreased communication throughout department
Decreases the resources of the auditors
Shutting Down
Hurts promotion/opportunities
Work backup
Extends audit completion
dates
Our story – not getting deliverable turned it. What if someone had left the group?
Rev dept – as seen above.

6. Breaking the Tension Bubble
Brought in Deliverable  showing past work to auditors/mock audits
Went through expectations  In office training, expectations, audit rules, forms, etc.
Feedback on our deliverable  In the field audits and auditor evaluations
Our story – above
Rev dept - above

7. Industry Practices Meetings include: Chance to clarify situations
Solution sharing
Team building
Address concerns
Our story – Meeting with tammy, given past deliverables, talks with jim, jim’s comments on rough draft, researching states, realizing all of us were in the same position allowed us to work together and not against each other.
Rev dept. – allows for streamlining of audits across the board, creates an atmosphere that promotes overall improvement and more of a team feeling – a man is not an island. More gets accomplished when the unit is a team and supportive of each other more gets accomplished.
Training Programs include:
Mock audits
Time spent in field with
senior Auditors
Defines rules and expectations
Clarifies laws

8. Training Costs

9. An Ideal Program 3 weeks standard training in house
9 weeks infield training with mentor
Continuing education opportunities
Monthly forums
Helps those who do not need 3 week training and helps less experienced auditors
Rev dept only.