How to develop learning & development strategy in banking industry

1. Learning & Development
Strategy for Banking Industry

2. 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

3. Skill
Knowledge
Motivation
Training &
Development
Program
Human Resouce
Capability Enhanced
Business
Growth
Motivation
Knowledge, Skills,
Confidence

4. 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

5. 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

6. Learning & Development Phase
Define
•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

7. 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

8. Funding Skills & Knowledge Disciplines
Basic
Training
Intermediate
Training
Advance
Training
Sales Skill Job Skill & Knowledge
Personal
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 Workshop
Fundamental
Investment
Training
Time
Management
Personal
Grooming
Customer
Relationship
Management
Positive Mental
Attitude Building
Presentation
Skill
Salesmanship
Building
Retail
Bonds
Treasury

9. Lending Skills & Knowledge Disciplines
Basic
Training
Intermediate
Training
Advance
Training
Sales Skill Job Skill & Knowledge
Personal
Development &
Self Management
Basic
Banking
Basic
Accounting
Credit
Analysis
Asset
Conversion
Lending
Basic Legal
for Lending
Credit
Proposal
Workshop
Credit
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

10. Service Skills Disciplines
Basic
Training
Intermediate
Training
Advance
Training
Service Skill Job Skill & Knowledge
Personal
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

11. Leadership Skills Disciplines
Basic
Training
Intermediate
Training
Advance
Training
Sales
Leadership
Operational
Leadership
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

12. 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