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The Learning Professional
- 1. Writing ï‚Ÿ Training The Learning Professional by Lightext, Inc. Ìý Describing today's successful writer and trainer
- 2. About Lightext Quality Consulting since 1994 Policy and Procedure Online Help Curriculum Design Training Delivery Ìý Lightext Training Center Adobe Authorized Training Center Learning Professional Courses .
- 3. A few of our clients: American Honda Finance Corporation Ameriquest Mortgage Company California Bankers Association California Federal Bank (now Citibank) CapitalSource Bank Celtic Capital Corporation Central Pacific Bank Charter Pacific Bank City National Bank Countrywide Home Loans EMC Mortgage Corporation (JP Morgan/Chase) Far East National Bank Fidelity National Asset Management Corporation First Republic Bank Fremont Bank Grandpoint Bank OneWest Bank K & N Engineering Korn/Ferry International Marix Servicing LLC Mitsubishi Motors Credit of America, Inc. Pacific Capital Bancorp PennyMac PMC Bancorp Prospect Mortgage Ryland Homes Union Bank Washington Mutual (JP Morgan/Chase) Wells Fargo Bank WFS Financial, Inc World Savings Bank (Wachovia/Wells Fargo)
- 4. Traditional User Support Model Trainers Policy and procedure writers Departmental support personnel Management as communicators Others who create specific user support materials such as job aids, user manuals, etc.
- 5. Problems Resulting from the Traditional Model Redundancy in work effort No coordinated approach to learning Communication issues are mislabeled as training problems Inconsistent, conflicting and insufficient content presented to end user Good documentation or training can get buried New communications tools overlap old ones
- 6. Improved Learning Model Learning happens based on appropriate, clear and consistent communications Trainers and writers need to recommend the best strategy for learning, not a strategy based on their area of expertise Make use of core content Ìý Basis: 50+ combined years in training and writing and utilization of over 50 consultants on assignments
- 7. Individuals Required to Facilitate the New Model Blended knowledge and skills in training, writing, and business analysis Strategic thinkers Those who can work in partnership with their clients to ascertain end user and customer needs. Ìý Result: The Learning Professional
- 8. The Learning Professional Make-up
- 9. The Learning Professional - Values The new baseline : Talent Professionalism Desire Flexibility Hard work and dedication Aptitude Ability to see beyond the paycheck
- 10. The Learning Professional - Knowledge Industry knowledge Primary area of expertise Must have added value in complimentary arenas Curriculum Design Policy and Procedure Systems Manuals User Guides Business Analysis
- 11. The Learning Professional - Skills Connect delivery by using the right tools Have expertise on one or more applications for: Online help development Computer based training/simulations Webinars Skill building games Flow charting Test scripts
- 12. Learn to think strategically Single source your content Use the single source as the basis for all training and procedures Ensure content is always readily available, accessible and up-to-date Collaborate with business partners and other support persons to not duplicate efforts Use tools to enhance knowledge and ensure they are interconnected in the classroom and on the job Teach individuals how to use learning tools and how to provide feedback Build partnerships, create learning plans
- 13. The Learning Professional’s Role As a Consultant Identify the learning need Recommend the appropriate learning solution Ensure the specific solution fits into the whole As a Business Partner Implement solutions that support your client, not your agenda Always consider the ultimate customer need
- 14. Thank You!
Editor's Notes
- #3: Lightext has been in business since 1994, and our core service is developing policy and procedure and training programs for the financial services industry. We have provided you with our brochure which contains a detailed description of our services and client list.
- #4: Our customers are repeat customers. Even as banks/organizations come and go, we provide repeat business on a referral basis.
- #5: These are programs we have developed over the past year. They include participant’s guides, leader’s guides, slides, exercises and knowledge assessments. Show Lockbox as an example.
- #6: Explain that Deposit Services and Loan Administration procedures have been developed by interviews with SMEs – no existing documentation. Preferred Banking/Big Green Book is a reformat using a new tool RoboHelp. Product will be demonstrated at the end of the presentation. Deposit Services due to be rolled out soon, followed by Big Green Book/Preferred Banking. Loan Admin under development but will be completed this summer.
- #7: At the same time our p and p projects are rolling out, we’ve taken over direction and management of new hire training, and have provided a highly skilled training manager to oversee and provide strategic planning for training. We’ll discuss training in more detail during this presentation.
- #8: In addition to permanent staffing, we’ll continue to provide consulting support for projects that are outside of the maintenance areas that require dedicated resourcing. As an example, we are creating a comprehensive Account Analysis/Cash Management training program for Sales. Other examples would be other areas of the bank wishing to convert to RoboHelp.