New-to-Role Training Programs
Client: Credit Union
Date: 2023
Objective: To document key sales tools, concepts, and procedures for a credit union expanding into new markets.
Programming: An interactive digital playbook for all credit union sales team members to use/reference as they develop their sales skills. The playbook is accompanied by an individual development plan specific to the desired performance behaviors outlined in the playbook.
Note: Confidential and proprietary information has been removed.
Employer: White Castle
Date: 2008 - 2022
Objective: To teach foundational skills for a team member's new role.
Programming: District Supervisor Training Program, Castle Foundations Training Program, & Management Foundations Training Program.
Samples available upon request.
The District Supervisor Training Program was the onboarding training for new district supervisors. It was a 12-week self-paced learning program, the core of which was a mentoring relationship. The new district supervisor met with their mentor (a seasoned district supervisor) weekly to discuss the learning topics after completing an e-learning module.
Materials developed:
- 12 e-learning modules
- 1 participant guide
- 1 facilitator guide
Castle Foundations was the onboarding training for new assistant general managers to prepare them to run a Castle. It was a blended learning program with on-the-job training, online learning, and instructor-led learning. This program took approximately three months to complete; it included a skill assessment and development plan that spanned one full year.
Materials developed:
- 1 participant guide
- 1 facilitator guide
- 3 e-learning modules
Note: This program includes a 4-day instructor-led training program developed and presented by different corporate office departments.
Management Foundations was the onboarding training for new crew managers. It was a blended learning program with on-the-job training, online learning, and instructor-led learning. The OTJ and online program portion took approximately eight weeks to complete; the classroom training was four hours long and was to be completed within the nine months following the onboarding training.
Materials developed:
- 1 participant guide
- 1 facilitator guide
- 50+ e-learning modules
The 4-hour classroom training for this program was built around 3 specific skills: 1) How to use resources to impact the business positively; 2) How to measure the risk versus the reward when making decisions; and 3) How to conduct a management tour. The class included activities such as a crossword puzzle, team decision-making, and even a modified escape room concept, to simulate practicing the skills and/or to facilitate class discussions.
