Summit Credit Union Case Study
Summit Credit Union Case Study- Unit 2
Ashley Savoir
Post University
Introduction
The idea of the needs assessment is to locate the actual solution to a problem within an organization. Some may result in new training exercises, where others may simply need another suggested solution. The needs assessment is designed to look for the particular need for training. This assessment involves several steps consisting of organizational analysis, person analysis, and then task analysis. The breakdown of each category allows for a company’s strategy to be picked apart and looked at in depth. Once it has been examined then possible solutions can be implemented along with whom specifically requires further training depending on the questions that have risen.
Conducting a Needs Assessment
As stated in the case study, often the new lenders are brought on and only knowing about the types of loans and how the lending system works, however they begin their job without the training in particular aspects of the job that should be known prior to beginning their position. Training in lending guidelines and underwriting are going to increase their job skills and strengthen their contribution to the company along with their team. If they also wait for sales skill training then they will not be as familiar with products offered and how to help them be addressed to the customers. When a lender cannot offer the correct products to the customers then they will go to a competitor, losing them valued business that could have brought in further referrals. During this assessment particular questions may be asked that can help determine if further assessment steps will be required.
Is Training the Problem?
To determine if training may be the problem, both management levels would want to look into the results of the Needs Assessment. Problems involving performance would rely on the characteristics of the employee that will be performing the tasks, input and output, the
Ashley Savoir
Post University
Introduction
The idea of the needs assessment is to locate the actual solution to a problem within an organization. Some may result in new training exercises, where others may simply need another suggested solution. The needs assessment is designed to look for the particular need for training. This assessment involves several steps consisting of organizational analysis, person analysis, and then task analysis. The breakdown of each category allows for a company’s strategy to be picked apart and looked at in depth. Once it has been examined then possible solutions can be implemented along with whom specifically requires further training depending on the questions that have risen.
Conducting a Needs Assessment
As stated in the case study, often the new lenders are brought on and only knowing about the types of loans and how the lending system works, however they begin their job without the training in particular aspects of the job that should be known prior to beginning their position. Training in lending guidelines and underwriting are going to increase their job skills and strengthen their contribution to the company along with their team. If they also wait for sales skill training then they will not be as familiar with products offered and how to help them be addressed to the customers. When a lender cannot offer the correct products to the customers then they will go to a competitor, losing them valued business that could have brought in further referrals. During this assessment particular questions may be asked that can help determine if further assessment steps will be required.
Is Training the Problem?
To determine if training may be the problem, both management levels would want to look into the results of the Needs Assessment. Problems involving performance would rely on the characteristics of the employee that will be performing the tasks, input and output, the
References: Noe, R. (2012). Employee training & development. (6th ed.). New York, New York: McGraw-Hill/Irwin.