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Road to Success

Road to Success. Developing a Realistic Training Plan for Your Staff Debra Robertson & Buzz Refugio Department of Student Financial Aid Texas A&M University. The “unreality” zone. Your travel and training budget is $10,000 per person

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Road to Success

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  1. Road to Success Developing a Realistic Training Plan for Your Staff Debra Robertson & Buzz Refugio Department of Student Financial Aid Texas A&M University

  2. The “unreality” zone • Your travel and training budget is $10,000 per person • Your administration fully supports any and all training requested, and even suggests attending others and giving more money • You have enough staff and other coverage to allow each person to be off 1-2 days a week for professional development

  3. The drop to reality… • Your travel and training budget is $100-$1,000 per person • Your administration has no idea how much training and travel you actually do or really need • You have enough staff and other coverage to get the jobs done, but must carefully plan and prepare for professional development

  4. We don’t have time We’re too busy It costs too much There’s no benefit to the individual Administration will never support it Yes, you do have time It’s a choice: Make the time Not all training involves cost Investment towards improving services People are your greatest asset Tied to performance evaluation You have to make the case but it can be done Myths vs. Reality

  5. Free or Minimal Cost Training • Lenders • Sallie Mae, Chase, Bank One • Focus on soft skills, team building, customer service • USA Funds • Train on own product and pertinent financial aid topics • State Coordinating Boards • Agencies or commissions

  6. Training That Costs • Conferences • Financial Aid Associations • NSPA • NASPA • Access Group • Commercial Training

  7. Formal Education • Pursuing a degree • When working in higher education, you should encourage it • Taking class during working hours • Reward for degrees completed related to job • Certification programs • Certified Financial Planner • CPA • Technology

  8. Internal Professional Development Opportunities • Other departments • Other staff members within department • Books • Seminars attended • Areas of expertise • Faculty and staff from other areas of university/college

  9. Conferences SWASFAA, NSEA, NSPA, NASPA, EAC Seminars and workshops ED, Coordinating Board Commercial training Fred Pryor, AMA Collaboration with other colleges and universities Collaboration with industry partners Lenders, agencies Collaboration with other agencies and organizations EEOC, Texas Workforce Commission, CCCS Other associations ASTD, IABC, Chamber of Commerce Other professionals CPA, Auditors External Professional Development Opportunities

  10. Self-Directed Training • Web based training • Learnstudentaid.org • Computer based training • SFA Coach • Video and audio • Books

  11. Assessing What’s Needed • Tie to annual evaluations • Professional development plan • Assess service to students • Surveys, focus groups • Internal Comprehensive Program Review • Peer Review • Individual diagnostic tools • Meyers-Briggs, Gallup Poll, DISC, etc.

  12. Thoughts on training… • Be informed • Be creative • Be specific • Be proactive • Win – Win • Cultivate relationships • “Total philosophy of human interaction”

  13. Two roads diverged in a wood and I --I took the one less traveled by,And that has made all the difference. ~Robert Frost~

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