Learning & Development Strategy for Banking Industry

Corporate Strategy : Growth Revenue &Improve Productivity

Lending Growth Funding & Revenue Generated Growth

Operational & Service Support

Strategic Learning & Development

• Development Focus• Learning Model

(Competency Based)

Common Gap

• Un-internalized Core Value

• Lack of Leadership• Lack of Service

Mindset

Learning & Development Role Function

• Development Phase

• Bridging The Gap• Reconstruct

Learning Culture• Manage Learning

Actively

Skill

Knowledge

Motivation

Training & Development Program

Human Resouce Capability Enhanced

Business Growth

Motivation

Knowledge, Skills, Confidence

Learning & Development Focus

Learning & Development Focus

Professional Lending Skill &

Knowledge

Service Mindset & Skill

Technology & Operation

Personal & Team Development

Professional Funding Skill &

Knowledge

Learning Culture Development

Learning & Development Model

Work Base Training

Formal Training

Talent Development Program

Information Based/ Campaign

• Sales Clinic• Coaching• Mentoring• Peer Learning• Daily Briefing

• Training & Workshop

• Induction Programs• Expert Panel &

Forum

• MDP• RODP• Other DP

• Poster• Articles / Newsletter• Journal • Websites• Manual / guidance

• Self Assessment• Sharing Knowledge• Skill Practicing• Buddy system• Collaborative learning

• Clear syllabus, Module • Interactive learning• Share knowledge, value

& Skill Practice• Pre & Post evaluation

• Post Test, Assignment• Mentoring &

Counseling• OJT & DAR• Presentation Panel

• Accessing information• Group / team sharing• Implementation

Format Approaches Activities L & D Roles

• Liaise with related parties to develop & facilitate program

• Search & select the Relevant Vendor

• Design, Develop & Monitor program

• Mentoring & Counseling

• Train the Leader to facilitate coaching & clinic

• Provide Assessment Tools

• Coordination with Marketing Communication to provide poster etc.

Company’s Vision & Mission

Learning & Development PhaseDefine

• Company Objectives• Gap Analysis• Training Need Analysis

Design• Syllabus & Module• Training Road Map• Evaluation & Tracking Tools

Implement & Reinforce• Management Commitment• Leader Involvement• Manage Actively

Evaluate• Program effectiveness• Impact to Performance

Adjust• Approach• Activity• Follow Up

Stakeholders’ Business Plan

Process Person Involved

Training Needs Analysis

Program Designing

Previous Training Evaluation

Stakeholders’ Meeting:Recruitment Plan, Material Needs, Freq and Place

Creating Annually Training Plan

Material Reinforcement and Finalization

Program Implementation

Training Execution

Training Evaluation

Post Program Monitoring

Refreshment and Revitalization Training

Review Training Impact to Business

Training Team

Business Head

Support & Product Head

Training Team

Training Team

L & D

Division/Department Leader

Staff

Training Team

Division/Department Leader

Staff

Training Development Flow

Funding Skills & Knowledge Disciplines

Basic Training

Intermediate Training

AdvanceTraining

Sales Skill Job Skill & KnowledgePersonal

Development & Self Management

Basic Banking

Basic Accounting

Basic Investment & Insurance

AAJI & WAPERD

Certification

Basic Treasury

Banc assurance

Basic Operation

for Funding

Cash Management

Basic Selling Skills

Investment Selling

Banc assurance Selling

Product Knowledge

Financial Planner Training

Investment Risk Analysis Market Outlook

Career Management

Basic Service Skill

7 Habit WorkshopFundamental Investment

Training

Time Management

Personal Grooming

Customer Relationship Management

Positive Mental Attitude Building

Presentation Skill

Salesmanship Building

Retail Bonds

Treasury

Lending Skills & Knowledge Disciplines

Basic Training

Intermediate Training

AdvanceTraining

Sales Skill Job Skill & KnowledgePersonal

Development & Self Management

Basic Banking

Basic Accounting

Credit Analysis

Asset Conversion

Lending

Basic Legal for Lending

Credit Proposal

WorkshopCredit

Admin & Control

Intermediate Financial Analysis

(Brown)

Basic Selling Skills

Pipeline Management

Negotiation Skill

Product Knowledge

Special Asset Management

Basic Financial Analysis

Loan Structuring Risk Analysis & Mitigation

Career Management

Basic Service Skill

7 Habit WorkshopCash Flow Analysis Credit Risk Management

Customer Relationship Management

Positive Mental Attitude Building

Presentation Skill

Time Management

Personal Grooming

Salesmanship Building

Service Skills Disciplines

Basic Training

Intermediate Training

AdvanceTraining

Service Skill Job Skill & KnowledgePersonal

Development & Self Management

General Customer Service Training

Providing Service Excellence

Improving Quality of Service for Call

Center

Telephone Courtesy

Negotiation Skills

Handling Objection & Complain Workshop

Service Training for Back Office

Managing Service Excellence

Managing Customer Loyalty

Workforce Excellence

Effective Communication

Service Mindset

Personal Grooming

Service Leadership

Service Culture Development

Service Boot Camp

Basic Training for Call Center

Leadership Skills Disciplines

Basic Training

Intermediate Training

AdvanceTraining

SalesLeadership

OperationalLeadership

Building Excellence Sales

Leadership Training (BELT) 1

Sales Coaching & Sales Clinic Workshop

Sales Management by

Objectives

Recruitment & Interviewing Technique

Building Excellence Sales

Leadership Training (BELT) 2

Essential Leadership Skills 1

Managing The Dynamic Team

Essential Leadership Skills 2

Coaching for Performance

Recruitment & Interviewing Technique

Program Effectiveness Assessment

Pre Program Program Execution Post Program

• Assessment Form• Participant Interview• Skill Assessment• Pre Test

Training Facilitation

• In class training• Simulation• Role Play• Presentation• Group Discussion

Field Observation

• Post Test• Training Report• Post Program

Assessment

Follow Up Action

• Coaching / Clinic• Performance

Monitoring