Assignment:
Instructions
For this assignment, you will be doing a needs assessment for Summit Credit Union. Read the Summit Credit Union case below (or a downloadable version j) and answer the 5 questions that follow. Note: It is important you reference your textbook when completing this assignment (for all the questions below).
Summit Credit Union. located in Madison and Milwaukee, Wisconsin. is a small company with 366 employees. A merger in 2015 doubled the size of the company and made it necessary to build a new corporate culture. Summit's mission is to improve credit members' financial lives to help them achieve their dreams. For example, in 2013 Summit members saved over $13 million based on higher savings rates, lower loan rates, and lower fees compared to for-profit banking institutions in Wisconsin.
Summit has invested in creating a world-class learning function, which includes a team of seven professionals who are able to design and deliver instructor-led training as well as e-learning. Summit has shifted away from generic off-the-shelf training to develop online and face-to-face programs customized to employee needs and the company's goals and initiatives. For example. the learning function is expected to playa key role in dealing with issues such as efficiency, loan growth, and increased sales. All learning staff members are expected to contribute to new company initiatives, such as new products and services, systems. or regulations.
Summit has recently identified a problem with its new lenders. They were starting to perform their jobs without the necessary skills, information, and knowledge that they needed. One potential reason for this is how the lending training curriculum is organized. New lenders attend a course on different types of loans and the lending system, start their jobs, and then later return for a course on lending guidelines, underwriting, and sales skills.
Questions (Note: be sure to reference your textbook when completing these questions)
1. How would you conduct a needs assessment to determine if new leaders are starting their jobs without the necessary knowledge and skills to perform well and if the organization of the training curriculum (or another training issue) is responsible for this problem?
2. Who would be involved in the needs assessment - explain your answer?
3. Describe two reasons it is important to conduct an organizational analysis on Summit Credit Union. How will the outcome influence the leadership training?
4. Describe two reasons it is important to conduct a person analysis on the leaders? How will the outcome influence the leadership training?
5. Describe two reasons it is important to conduct a task analysis on the leaders? How will the outcome influence the leadership training?
When responding to the questions:
Copy and paste each question first. Then type in the answer below each question. Make sure you keep the question numbers.
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