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Copyright Learning Forte Ltd. 2009
Gordon Bull
Learning Forte Limited
Copyright Learning Forte Ltd. 2009
Effort
Time
InterventionDesign/Delivery
TrainingNeed
Measure
?
Before, During and After
Copyright Learning Forte Ltd. 2009
Effort
Time
Learning SolutionDesign/Delivery
BusinessSituationAnalysis
BusinessSituationAnalysis
Measurement and Validation
Effort
Time
Learning SolutionDesign/Delivery
BusinessSituationAnalysis
BusinessSituationAnalysis
Measurement and Validation
Before, During and After
Copyright Learning Forte Ltd. 2009
Can the Before, During & After Model help the learning function add business value to the organisation?
5.71%
0.00%
2.86%
28.57%
62.86% 1. Yes, greatly
2. Yes, somewhat
3. Neither adds or detracts (neutral)
4. No – slightly distractive
5. Very distractive
Copyright Learning Forte Ltd. 2009
Case Study 1:
Vodafone Corporate Sales Academy
Creating A World Class Sales Team
Copyright Learning Forte Ltd. 2009
Why?• Business Transformation
– Simple SIM/Handset sales to complex business system solution sales:
What?• Stopped existing sales training programme - Needed to understand full
implications of data solution sales.• Researched solution sales type industries, particularly IT• Defined ‘Customer Relationship Selling (CRS) in full, behaviours, skills &
knowledge• Developed our own ‘Skill Circle’ & ‘World Class Sales Model’• Re-defined job roles – Developed functional competence model
• Repositioned to drive data solution sales, whilst retaining & growing voice revenue• Refocused around customer, restructuring of Service Delivery support
Copyright Learning Forte Ltd. 2009
Analyse Customers
Sectors &Markets
Business Awareness
Analytical Skills
Industry Knowledge
Management Structures
Develop Relationships at
Multi Touch Points
Board Level Communication - Business Language
Networking
Consultancy
Strategic Planning
With Customers
Positioning Of Vodafone in Account
Strategic Planning
Stake Holder Analysis/Top Team
Objective Setting - Account Action Planning
Sell & Negotiate
At All Levels
Basic Selling to Advanced Selling
Board Room Negotiation
Presenting Solutions
Account Management
Lead Virtual Teams
Project Man.
Complex Solution Sales
Leadership
Facilitation
Project Management
Coaching
Copyright Learning Forte Ltd. 2009
Copyright Learning Forte Ltd. 2009
CRS Capability
• Action Plan - Individuals discussed feedback with managers & identified development needs
• Created Personal Development Plans, using Sales Academy opportunities
• Team level, started to identify poor performers for potential performance management action & for our top performers started to look at account re-alignment & succession planning
Copyright Learning Forte Ltd. 2009
Measuring the Success of the Sales Academy
• Business level : – Corporate Sales Targets, 10% inc in Voice Revenue, 6% inc in SMS Revenue & 700%
inc in Data Revenue
• Individual level : – 360 Degree assessment of CRS behaviours
– Learning from interventions - Transfer of learning to job performance
– Effect upon relationships within Accounts
– Measuring selling capability
– Measuring the effect on Employee Satisfaction
• General Level:
– Academy site access and usage
– Reaction to interventions in Academy
Copyright Learning Forte Ltd. 2009
Sales Academy Critical Success Factors
• Key sponsorship and leadership from Sales Director
• Sales Academy and people capability, integrated into a wider organisational development project within Corporate Sales
• Planned communication strategy which included conferences, management briefings, voice push, e-Mailer, letters to home addresses, leaflets & email.
• Business outcomes focussed
Copyright Learning Forte Ltd. 2009
Do you think the Sales Academy solution positioned the learning function to add business value?
0.00%
0.00%
6.45%
16.13%
77.42% 1. Yes, definitely
2. Yes, somewhat
3. Not sure
4. Not very much value
5. No, not at all
Copyright Learning Forte Ltd. 2009
Case Study 2:
American Express
International Call Centre Operations
Copyright Learning Forte Ltd. 2009
What’s important in a Call Centre Operation?
Copyright Learning Forte Ltd. 2009
What’s important in a Call Centre Operation?
Call length
StaffSatisfaction Repeat Calls
Staff Turnover
First CallResolution
ContentAccuracy
Call waitingtime
AgentUtilisation
All driveCustomer
Satisfaction
Copyright Learning Forte Ltd. 2009
Training Dashboard – September YTD
Metric definition:
Availability = Total available hours less shrinkage divided by total hours tracked (actual); measure of productivity
L1 = Learners’ reaction and satisfaction with course content & delivery; L2 = Learners’ grasp of content; actual learning from the course
2006 Target
Canada YTD '06
Mexico YTD '06
Japan YTD '06
Australia YTD '06
UK YTD '06
Italy YTD '06
Germany YTD '06
Avail - Delivery 75% 84% 74% 84% 84% 70% 59% 84%**
Avail - Design 80% 87% 90% 91% 94% 87% 87% 87%
L1 85% 92% 95% 92% 93% 90% 89%
L2 80 - 84% 90% 90% 88% 92% 72% 84%
# Classes 286 145 150 414 340 57 38
% Hours - New Hire 80% 87% 38% 29% 64% 40% 35%
% Hours - Soft Skills/ Upskilling
20% 13% 62% 71% 36% 60% 65%
% Hours - CSD 14% 60% 84% 48% 62% 57% 0%
% Hours - Risk 8% 33% 16% 28% 22% 43% 100%
% Hours - CMU 5% 6% 0% 24% 16% 0% 0%
% Hours - Other* 73% 1% 0% 0% 0% 0% 0%
# Reps Trained 2,800 1,096 642 3,800 3,115 271 173
Avg. # reps: class 9.8 7.6 4.3 9 9.0 4.8 4.5
* includes US TSC
** German Credit
Copyright Learning Forte Ltd. 2009
Before Stage - Top down and Bottom up
Overall Business Goals
Realities at the sharp end
Superior Customer ServicesCompetitive ProductsMarket Leader
Realities at the sharp endMany product variantsConstant changes & updates
10 a day2,500 a year!
Huge need for rapid content development and frequent updating
But….Overload!
Copyright Learning Forte Ltd. 2009
The Solution
SMEs
Copyright Learning Forte Ltd. 2009
The Results: Less time off the floor in the classroom – Higher Agent Utilisation More Accurate information – Higher 1st time call resolution Reduced repeat call Reduced call waiting time Overall call times reduced Higher staff satisfaction – reduced staff turnover
AddedBusinessValue
Copyright Learning Forte Ltd. 2009
Do you think the Amex Performance Support solution positioned the learning function to add
business value?
2.56%
0.00%
0.00%
10.26%
87.18% 1. Yes, definitely
2. Yes, somewhat
3. Not sure
4. Not very much
5. No, not at all
Copyright Learning Forte Ltd. 2009
After this presentation, will you be doing anything different in your role?
20.59%
17.65%
41.18%
20.59% 1. Definitely – adopting Before, During & After
2. Yes, possibly – want to find out more
3. Not sure
4. No change
Copyright Learning Forte Ltd. 2009
How valuable has this presentation been to you?
0.00%
14.29%
40.48%
45.24% 1. Very
2. Somewhat
3. Not very
4. Not at all