A Client Story: Presenting the Report to the Client
Read Part 1 and Part 2 of this client story for background information
The Client Report
Significant information was gathered from ACG’s evaluation of the current offerings and our small group meetings. The small group meetings provided the most relevant information as we were also able to dive into individual’s wish lists.
We developed the client report highlighting our key findings (summarized below):
Area/Section Reviewed, or |
Key Findings |
Vendor-developed materials |
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In-house developed materials |
|
Small group meetings |
The small group meetings highlighted the following needs for training moving forward:
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Recommendations to the Client
The following recommendations were made to the client (summarized here at a very high level):
- Update the competency model to better reflect the growth and changes within the organization
After the competency model was updated:
- Do an assessment of current employee skills
- Through performance reviews
- Surveys
- Interviews
Then, use that information to:
- Secure (through vendors) and develop in-house training workshops – combination of face-to-face, e-learning, virtual offerings – mapped to employee needs and the competency model
Additionally, we recommended that other than workshops be provided for increasing skill sets and knowledge of employees. This includes:
- Participation on projects
- Reference materials (books, articles, etc.) via a knowledge base
- Increased collaboration via a knowledge base/collaboration portal
- Just-in-time learning modules (15 – 20 minutes in length)
- Opportunities to work on strategic initiatives internal and external
We worked with the client to develop an action plan and schedule to move forward with implementing the recommendations, all of which the client accepted.
Once this project was finalized (1 ½ years for implementation of all recommendations), a regular review schedule would be set up to keep ahead of updates and necessary changes thereby eliminating the need for another comprehensive review as this.