1. The eSSential L&D Shared Model

2. A VISION OF POSSIBILITIES

3. VISION  Inspiring the potential within! MISSION  We develop people through inspiring designs using simplicity and elegance. Credit Union L&D Shared Model Credit Union Training eSSentials™

4. eSSential Solutions That Distinguish Our Work  We believe in people and developing their potential  We align learning to the Vision, Mission and Values  We effect a change in the landscape of learning  We create cost effective branded learning solutions  We enable the transfer of learning back into the workplace Credit Union L&D Shared Model Credit Union Training eSSentials™

5. L&D Challenges in Credit Unions  L&D dollars and resources  Consistency in training across geographical locations  Timely cost effective training in a variety of media  The need for foundational leadership training  Core compliance training  Banking system conversion training  Sales culture and core sales training Credit Union L&D Shared Model Credit Union Training eSSentials™

6. L&D Challenges  What are some of the other challenges credit unions have shared with you? Credit Union L&D Shared Model Credit Union Training eSSentials™

7. eSSential Solutions Credit Union L&D Shared Model Assessing Performance Needs Designing Training Facilitating Training Supporting the Transfer of Training Evaluating Training

8. eSSential Solutions  Identify performance gaps  Determine cause of gaps  Identify solutions for closing gaps  Validate next steps and measures Assessing Performance Needs Credit Union L&D Shared Model

9. eSSential Solutions Outcomes  Facts support any assumptions that are made  A “knee-jerk” response to training is avoided  Non-training and training solutions that address causes of performance gaps are identified  Recommendations based on sound decision-making principles and the best available data are made Assessing Performance Needs Credit Union L&D Shared Model

10. eSSential Solutions  Conduct design analysis  Establish learning objectives and evaluation  Create detailed design  Develop materials  Support implementation Designing & Developing Training Credit Union L&D Shared Model

11. eSSential Solutions Outcomes  Design analysis is conducted and ensures the training solution will address performance gaps identified  Learning objectives are closely aligned with desired performance outcomes and learning is sequenced in a way it makes sense to the learners  Training design is suited to the learners and their work environment based on desired performance outcomes Designing Training Credit Union L&D Shared Model

12. eSSential Solutions Outcomes  Learning materials enhancing the effectiveness of training are supported by the key learning objectives  High quality facilitator and participant learning materials are produced  Consistent delivery across multiple facilitators is supported  The transfer of learning to the workplace is enabled  Realistic and manageable sustainment is defined Developing Training Credit Union L&D Shared Model

13. eSSential Solutions  Prepare to facilitate  Create learning environment  Engage learners  Foster learning  Assess learning Facilitating Training Credit Union L&D Shared Model

14. eSSential Solutions Outcomes  Facilitators and participants are set up for success  The environment selected is conducive to learning  Learners are actively engaged with opportunities to interact and practice optimized  Special needs of individuals and groups are addressed and respected  Achievement of the learning objectives are assessed ongoing Facilitating Training Credit Union L&D Shared Model

15. eSSential Solutions  Plan to support the transfer of learning  Design support for the transfer of learning  Develop materials to support the transfer of learning Supporting the Transfer of Learning Credit Union L&D Shared Model

16. eSSential Solutions Outcomes  Transfer of learning occurs before, during and after training  Materials are designed and developed to support the transfer of knowledge back in the workplace (i.e. job aids)  Coaches and mentors are trained to support the transfer of learning (i.e. performance tracking)  Leadership teams are engaged to attend training first and support their employees through the transfer of learning process Supporting the Transfer of Training Credit Union L&D Shared Model

17. eSSential Solutions  Evaluate learner reaction  Evaluate learning objectives  Evaluate the transfer of learning  Evaluate business results Evaluating Training Credit Union L&D Shared Model

18. eSSential Solutions Outcomes  Evaluation is highlighted as an ongoing process that starts with performance needs, and continues through designing and developing training, facilitating training and supporting the transfer of training  Assessment is conducted against specific learning objectives during training and determines whether learners have acquired the skills and knowledge required to perform on the job  Four levels of evaluation measurement - reaction, learning, behaviour and results - is adopted as the evaluation framework Evaluating Training Credit Union L&D Shared Model

19. Thank-you! Credit Union Training eSSentials™