CURRENT CAPABILITIES INVENTORY LEARNING & DEVELOPMENT STRATEGIC PLAN If you have questions regarding...

CURRENT CAPABILITIES INVENTORY

LEARNING & DEVELOPMENT STRATEGIC PLAN

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PHASE 2:Data Collection

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RAY SVENSON CONSULTING, INC. • 112 Two Mile Bridge Road • Roberts • MT • 59070www.raysvensonconsulting.com • e-mail: [email protected] phone: 406-446-1861 • Mobile phone: 406-425-4013

©2012 RAY SVENSON CONSULTING, INC.

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Current Capabilities Inventory

TABLE OF CONTENTS

1.0 Respondent Identification Information 3

Page

2.0 Training Clients 5

3.0 Learning and Development Budget and Course Descriptions 7

4.0 Learning and Development Staff 8

6.0 Learning and Development Process Ratings 11

7.0 Training Facilities and Equipment and Laboratories and Technical14

Training Equipment8.0 Information Management Systems 16

5.0 Training Types and Learning and Development Services 9

9.0 Self-Assessment of Present Performance and Business Client 17Assessment of Present Performance

10.0 Course Development/Purchase 20

11.0 Course Acquisition Method 22

12.0 Training Delivery 23



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1.0 RESPONDENT IDENTIFICATION INFORMATION

Item Description Information

1.1 Date Survey Completed

1.2 Training Organization

1.3Department/Organizational Affiliations

1.4 Contact Name

1.5 Title

1.6 Location

1.7 Phone

1.8 Fax

1.9 E-Mail

1.10 Interviewer



4


LEARNING & DEVELOPMENT DEPARTMENT OVERVIEW



5


2.0 TRAINING CLIENTS

Clients Served

On the following pages, we ask you to identify your learning and development clients in two ways:

By department

By hierarchy



6


2.0 TRAINING CLIENTS (cont.)

Check the training client levels represented for each target population.

Target PopulationHierarchical Segment

Individual Contributor

Front-line Supervisor

Middle Management

Executives

q q q q

q q q q

q q q q

q q q q

q q q q

q q q q

q q q q

q q q q

q q q q

q q q q

q q q q

q q q q

q q q q

q q q q

q q q q

q q q q

q q q q

q q q q

q q q q

q q q q

q q q q



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3.0 LEARNING & DEVELOPMENT BUDGET AND COURSE DESCRIPTIONS

Please attach one copy of each of the following to this document:

3.1 q A copy of a recent training organization budget

3.2 q A copy of your course catalog (or a list of course titles and descriptions)

Training Organization Budget

Please give us your total training organization budget for the current year, and actual expenses for the previous year, and show how these amounts break down for each of the following:

Current Year Budget

Previous Year Expenses

Design/Development 3.4 $ 3.5 $

Delivery 3.6 $ 3.7 $

Administrative Support

3.8 $ 3.9 $

Total Expense Budget 3.10 $ 3.11 $

Capital Budget 3.12 $ 3.13 $

Total Training Budget

How is your work resourced?(Use previous year

percentages)

Your own budget 3.16

%

Charge-back to internal user groups

3.17

%

Charge-backs to external user groups

3.18

%

Total 100%



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4.0 LEARNING & DEVELOPMENT STAFF

Permanent StaffFull-time Equivalent Personnel

(FTEs)(in person years, e.g., 0.50 FTE)

Managers/supervisors 4.1

Instructional designers/developers (only) 4.2

Percent of designers/developers qualified for media development (video,CBT, etc.)

4.3

Instructors/facilitators (people who mainly deliver only) 4.4

Combination staff members (people who develop and deliver) 4.5

Administrative support 4.6

Project management/leads 4.7

Subject matter experts (SMEs) 4.8

Performance consultants 4.9

Other 4.10

TOTAL PERMANENT STAFF 4.11

Contact and Temporary Staff

Contract design/development personnel 4.12

Contract instructors/facilitators 4.13

Administrative support 4.14

Other contract personnel (describe below) 4.15

TOTAL CONTRACT STAFF 4.16

TOTAL STAFF (4.11 + 4.16) 4.17NOTES:



9


5.0 TRAINING TYPES AND LEARNING & DEVELOPMENT SERVICES

Group-paced Training

5.1 q Classroom

5.2 q Lab

5.3 q TV Classroom Network

Self-paced Training

5.4 q Classroom self-paced

5.5 q CD-ROM e-Learning

5.6 q Intranet/Internet e-Learning

5.7 q Structured on-the-job training

5.8 q Lab

5.9 q Interactive Video



10

Training Services 5.11 q Needs/performance analysis

5.12 q Curriculum planning/learning paths

5.13 q Training materials design and development

5.14 q Training procurement

5.15 q Training language translation

5.16 q Training delivery

5.17 q Team facilitation

5.18 q Training evaluation

5.19 q Training material maintenance

5.20 q Project management

5.21 q Consulting support

5.22 q Performance consulting

5.23 q Training information and records maintenance

5.24 q Registration and scheduling

5.25 q Learning materials library

5.26 q Other (please specify below)


5.0 TRAINING TYPES AND LEARNING & DEVELOPMENT SERVICES (cont.)



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6.0 LEARNING & DEVELOPMENT PROCESSES

The chart below provides an overview of the general learning and development processes.

Planning and Budgeting Strategic planning Operational planning

Workload Staffing strategy

Budgeting

Overall System Design/Improvement Job/team

design/redesign Process design/redesign Process support

materials

Results Measurement Financial results Client satisfaction Employee

satisfaction Training results

Operations Management Work management Program coordinator External linkages Internal linkages

Needs/Performance Analysis Preliminary analysis

report Analysis report

Curriculum Architecture Design Curriculum analysis report Curriculum design

document Implementation planning

report

Course Design/Development Course design document Instructional materials Instructor training plan Pilot results

Delivery Delivery plan Trained

employees

Training Evaluation Evaluation design Evaluation

documents Evaluation reports

Course Maintenance Course maintenance

plan Courses updated

Consulting Support

Project Management Project plan Team organization Project status report Final project report

Training Technology Surveillance/

assessment Transfer

development Deployment

Training Administration Facilities management Registration and

scheduling Training materials

inventory Training record keeping Financial tracking

Staffing Recruiting and

selection Training &

development Performance

management Career management Compensation

Training Information Management Information system

in place Data and reports

Training Marketing & Communications Training marketing

tools Client account plans Service agreements

and plans

SUPPORT

LEADERSHIP

CORE PROCESS

Course Procurement

Course Language Translation



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6.0 LEARNING AND DEVELOPMENT PROCESS RATINGS*

L&D ProcessDon’t

DoVery Weak

WeakNeutr

alStron

g

Very Stron

gNotes

1. Planning & Budgeting

6.1 0 1 2 3 4 5 6.2

2. Overall System Design/Improvement

6.3 0 1 2 3 4 5 6.4

3. Results Measurement 6.5 0 1 2 3 4 5 6.6

4. Operations Management

6.7 0 1 2 3 4 5 6.8

5. Needs/Performance Analysis

6.9 0 1 2 3 4 5 6.10

6. Curriculum Architecture Design

6.11 0 1 2 3 4 5 6.12

7. Course Design and Develop

6.13 0 1 2 3 4 5 6.14

8. Course Procurement 6.15 0 1 2 3 4 5 6.16

9. Delivery 6.17 0 1 2 3 4 5 6.18

10. Training Evaluation 6.19 0 1 2 3 4 5 6.20

11. Course Maintenance 6.21 0 1 2 3 4 5 6.22

12. Course Language Translation

6.23 0 1 2 3 4 5 6.24

Please circle the rating that best applies for each process. *For rating scale guidelines, see key at bottom of next page.



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6.0 LEARNING AND DEVELOPMENT PROCESS RATINGS* (cont.)

L&D ProcessDon’t

DoVery Weak

WeakNeutr

alStron

g

Very Stron

gNotes

13. Consulting support 6.25 0 1 2 3 4 5 6.26

14. Project Management 6.27 0 1 2 3 4 5 6.28

15. Training Technology 6.29 0 1 2 3 4 5 6.30

16. Training Administration 6.31 0 1 2 3 4 5 6.32

17. Staffing 6.33 0 1 2 3 4 5 6.34

18. Training Information Management 6.35 0 1 2 3 4 5 6.36

19. Training Marketing and Communications

6.37 0 1 2 3 4 5 6.38

0 Don’t Do The process is not performed

1 Very Weak The client’s needs are rarely met

2 Weak The process sometimes fails to meet client’s needs

3 Neutral The process meets the client’s needs sufficiently

4 Strong The process usually exceeds the client’s expectations

5 Very Strong The process always exceeds the client’s needs through consistent and outstanding performance

*RATING SCALE KEY:



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7.0 TRAINING FACILITIES AND EQUIPMENT

LocationClassroom size (square

feet)Number Percent utilization (%)

Please provide a classroom inventory including: Class size Expected utilization this year (% of available time the classroom is actually used)

7.10

Are these facilities included in your budget? YES q NO q

7.11

If not, in which budget do they fall?

7.12

How many days of classroom space/facilities did you rent last year?

7.13

Do you rent equipment for training purposes? YES q NO q

7.14

How much did you spend last year on rental equipment? $



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7.0 LABORATORIES AND TECHNICAL TRAINING EQUIPMENT

List Have It? How Many? Location(s)

Yes / No

Yes / No

Yes / No

Yes / No

Yes / No

Yes / No

Yes / No

Yes / No

Yes / No

Yes / No

Yes / No

Please identify the number and location(s) of each type of technical training equipment you possess.



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8.0 INFORMATION MANAGEMENT SYSTEMS

Item

DescriptionComputerize

dManual Not At All

8.1 Individual training records q q q

8.2 Skill inventories/needs analysis data q q q

8.3 Course development data q q q

8.4 Delivery data q q q

8.5 JCI Controls Performance Certification Program q q q

8.6 Training evaluation data q q q

8.7 Training results measurement q q q

8.8 Facilities inventory and usage q q q

8.9 Equipment inventory and usage q q q

8.10 Registration q q q

8.11 Scheduling q q q

Do you maintain databases, records, or an inventory of the following items?



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9.0 SELF-ASSESSMENT OF PRESENT PERFORMANCE

Don’t Know

Strongly Disagre

e

Disagree

Neutral Agree Strongly Agree

9.1 My business client learning and development needs are adequately met

0 1 2 3 4 5

9.2 My learning and development organization is adequately prepared to meet the future needs of the business

0 1 2 3 4 5

9.3 Without my learning and development organization, the business would be hurt

0 1 2 3 4 5

COMMENTS PLEASE:

Please complete the following based on your current perception.



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9.0 BUSINESS CLIENT ASSESSMENT OF PRESENT PERFORMANCE

Don’t Know

Strongly Disagre

e

Disagree

Neutral Agree Strongly Agree

9.4 Highly responsive to their needs 0 1 2 3 4 5

9.5 High-quality materials and delivery

0 1 2 3 4 5

9.6 Timely availability of materials and delivery

0 1 2 3 4 5

9.7 Cost-effective learning and development solutions

0 1 2 3 4 5

9.8 Easy access with minimum lost work time

0 1 2 3 4 5

9.9 Provide valuable training products that support business strategies

0 1 2 3 4 5

COMMENTS PLEASE:

Generally speaking, how do you think your business clients perceive your learning and development organization?



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LEARNING MATERIALS DEVELOPMENT/PURCHASE

This section of the survey has questions about the amount and types of learning material your training organization

develops or acquires.



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10.0 COURSE DEVELOPMENT/PURCHASE

Job-specific/Technical Business and CulturalLine of Business

Knowledge

Management, Supervisory, and

Personal Development

Job-specific skills to do the work, e.g.,

Skills needed to work inside business processes, e.g.,

Information that is related to specific lines of business

Skills needed to manage people effectively, e.g.,

Project management

Business development

Engineering

Construction

Business processes

Financial analysis

Building a business case for a decision

Standard systems terminology

Values and beliefs

Business strategy

Industry knowledge

Client knowledge

Specific project technologies and project types

Management roles/ responsibilities

Coaching and counseling

Team building

Administrative management skills

Complete the forms on the following pages based on the content categories defined below:



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10.0 COURSE DEVELOPMENT/PURCHASE (cont.)

Delivery Method

Number of Hours Developed/Purchased Last Year

Job Specific/ Technical

Business and Cultural

Line of Business

Knowledge

Management, Supervisory, and Personal Development

Developed

Purchased

Developed

Purchased

Developed

Purchased

Developed

Purchased

Group-paced Classroom

Group-paced Lab

TV/Satellite Classroom Group-paced

Individual Classroom

Individual CBT/CD-ROM

Individual Intranet/Internet e-Learning

Individual Structured On-the-Job Training

Individual Lab

Individual Interactive Video

Please enter the number of hours of new courses developed or purchased last year:



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11.0 COURSE ACQUISITION METHOD

11.1 Developed in-house % of total days

11.2 Developed by outside vendor % of total days

11.3 Purchased off the shelf _ % of total days

TOTAL STAFF% of

total days

100

Please estimate the resource percentages for last year’s course development/purchase.



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12.0 TRAINING DELIVERY

Number of Hours Delivered Last Year(10 trainees x 50 hours = 500 hours delivered)

Delivery MethodJob Specific/

TechnicalBusiness and

CulturalLine of Business

Knowledge

Management, Supervisory, and

Personal Development

Group-paced Classroom

Group-paced Lab

TV/Satellite Classroom Group-paced

Individual Classroom

Individual CBT/CD-ROM

Individual Intranet/ Internet e-Learning

Individual Structured On-the-Job Training

Individual Lab

Individual Interactive Video

Please enter the number of hours of new courses delivered last year.


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