VISION Inspiring the potential within! MISSION

Credit Union L&D Shared Model Credit Union Training eSSentials™ • VISION • Inspiring the potential within! • MISSION • We develop people through inspiring designs using simplicity and elegance.

Credit Union L&D Shared Model Credit Union Training eSSentials™ • eSSential Solutions That Distinguish Our Work • We believe in people and developing their potential • We align learning to the Vision, Mission and Values • We effect a change in the landscape of learning • We create cost effective branded learning solutions • We enable the transfer of learning back into the workplace

Credit Union L&D Shared Model Credit Union Training eSSentials™ • L&D Challenges in Credit Unions • L&D dollars and resources • Consistency in training across geographical locations • Timely cost effective training in a variety of media • The need for foundational leadership training • Core compliance training • Banking system conversion training • Sales culture and core sales training

Credit Union L&D Shared Model Credit Union Training eSSentials™ • L&D Challenges • What are some of the other challenges credit unions have shared with you?

Credit Union L&D Shared Model eSSential Solutions

Credit Union L&D Shared Model Assessing Performance Needs • eSSential Solutions • Identify performance gaps • Determine cause of gaps • Identify solutions for closing gaps • Validate next steps and measures

Credit Union L&D Shared Model Assessing Performance Needs • eSSential Solutions Outcomes • Facts support any assumptions that are made • A “knee-jerk” response to training is avoided • Non-training and training solutions that address causes of performance gaps are identified • Recommendations based on sound decision-making principles and the best available data are made

Credit Union L&D Shared Model Designing & Developing Training • eSSential Solutions • Conduct design analysis • Establish learning objectives and evaluation • Create detailed design • Develop materials • Support implementation

Credit Union L&D Shared Model Designing Training • eSSential Solutions Outcomes • Design analysis is conducted and ensures the training solution will address performance gaps identified • Learning objectives are closely aligned with desired performance outcomes and learning is sequenced in a way it makes sense to the learners • Training design is suited to the learners and their work environment based on desired performance outcomes

Credit Union L&D Shared Model Developing Training • eSSential Solutions Outcomes • Learning materials enhancing the effectiveness of training are supported by the key learning objectives • High quality facilitator and participant learning materials are produced • Consistent delivery across multiple facilitators is supported • The transfer of learning to the workplace is enabled • Realistic and manageable sustainment is defined

Credit Union L&D Shared Model Facilitating Training • eSSential Solutions • Prepare to facilitate • Create learning environment • Engage learners • Foster learning • Assess learning

Credit Union L&D Shared Model Facilitating Training • eSSential Solutions Outcomes • Facilitators and participants are set up for success • The environment selected is conducive to learning • Learners are actively engaged with opportunities to interact and practice optimized • Special needs of individuals and groups are addressed and respected • Achievement of the learning objectives are assessed ongoing

Credit Union L&D Shared Model Supporting the Transfer of Learning • eSSential Solutions • Plan to support the transfer of learning • Design support for the transfer of learning • Develop materials to support the transfer of learning

Credit Union L&D Shared Model Supporting the Transfer of Training • eSSential Solutions Outcomes • Transfer of learning occurs before, during and after training • Materials are designed and developed to support the transfer of knowledge back in the workplace (i.e. job aids) • Coaches and mentors are trained to support the transfer of learning (i.e. performance tracking) • Leadership teams are engaged to attend training first and support their employees through the transfer of learning process

Credit Union L&D Shared Model Evaluating Training • eSSential Solutions • Evaluate learner reaction • Evaluate learning objectives • Evaluate the transfer of learning • Evaluate business results

Credit Union L&D Shared Model Evaluating Training • eSSential Solutions Outcomes • Evaluation is highlighted as an ongoing process that starts with performance needs, and continues through designing and developing training, facilitating training and supporting the transfer of training • Assessment is conducted against specific learning objectives during training and determines whether learners have acquired the skills and knowledge required to perform on the job • Four levels of evaluation measurement - reaction, learning, behaviour and results - is adopted as the evaluation framework

Thank-you! Credit Union Training eSSentials™

VISION Inspiring the potential within! MISSION