Transcript Implementing a Training Plan

Implementing a Training Plan
Karen Morozink
Wheaton College
Two Types of Training Plans
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New employee training
Ongoing training for staff
New Employee Training Plan
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First day
Formal training
On-the-job training
Adjusting training based on timing of
start date.
Prior to First Day
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Notify current staff that person has
been hired.
Assign a department employee to act as
a “helper” for the new employee.
Prepare work location.
First day of Employment
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Introductions to the rest of the
department (staff meeting.)
Brief tour of the office and building.
Orientation by immediate supervisor.
Orientation by Immediate
Supervisor
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WHERE
WHEN
WHAT
WHO
HOW
New Employee Formal Training
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On campus departments (Telephone
services, Computing Services)
Systems Training (Banner, ImageNow,
Groupwise, ELM, FAA Access)
ILASFAA Mid-term Workshop
FSA Coach
http://ifap.ed.gov/fsacoach/fsacoachsub.html
Day
FSA Coach Module
Discussion Points
1
Module 3-02
Application Process – Website “How to Apply”
2
Module 7-01
Need analysis FM vs. IM – hand calc
3
Module 7-03
Verification - institutional vs. federal, items to check and where to find them.
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Module 7-04
COA and “need”, packaging awards
5
Module 7-06 and 08
Pell, ACG, and SMART Grants
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Module 5-02
Campus Based Aid - Wheaton College Website
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Module 7-07
Processing Stafford Loans - Wheaton College Website
8
Module 4-02 and 03
Consumer Info and Loan Counseling – Wheaton
College website and Mapping-Your Future
9
Module 6-01 FFEL
Stafford Money Management
New Employee on-the-job
training
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Student appointments and phone calls
One-on-one processing
Use of “Quick Flows”
Checking work
Quick Flows
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Sequential processing
Office standardization
Examples
Quick Flow Example
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Packaging New Students in Verification
Adjusting training based on
timing of start date.
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January start time ideal as it correlates
with our award season.
Summer start date means focusing on
loan processing first rather than
packaging.
Fall start date use samples for training
purposes.
New Employee Training Plans
Questions, Comments, or
Recommendations about new
employee training?
Ongoing Training for Staff
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Communication
Personal development
Communication
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Weekly staff meetings
Ad hoc discussions
Office policy or procedure changes
New programs and changes in
legislation
IT
Updating “Quick Flow” instructions
Personal Development
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Part of review process – “What gets
measured gets managed.”
Institutional opportunities
ILASFAA, and other organizations.
Ongoing Training Plans
Questions, Comments, or
Recommendations about ongoing
employee training?