Description
Course Project Overview
Introduction
The Course Project for HRM420 is a training proposal based on the case below called Determining Training Needs at Summit Credit Union. Read the case and follow the topic prompts in the outlines for each respective draft. There are 3 different drafts that need to be completed.
Case: Determining Training Needs at Summit Credit Union
Summit Credit Union, located in Madison and Milwaukee, Wisconsin, is a small company with 366 employees. A merger in 2015 doubled the company’s size 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 can design and deliver instructor-led and online learning. Summit has shifted from generic off-the-shelf training to developing programs customized to employee needs and the company’s goals and initiatives. For example, the learning function is expected to be crucial in dealing with business 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 return for a period on lending guidelines, underwriting, and sales skills.
Outline Draft 1
Submit the sections listed below as Draft 1 – SWOT, Gap Analysis, and Needs Assessment
Title Page
SWOT Analysis
Gap Analysis
Needs Assessment
References
Section Description
SWOT Analysis Conduct a SWOT analysis for Summit Credit Union regarding its training.
Gap Analysis Based on your SWOT analysis, what training-related gaps did you identify among the opportunities, weaknesses, and threats? Discuss two of those gaps and explain how those gaps could be filled with employee and lender training.
Needs Assessment Based on your gap analysis, what two methods of needs assessment would you utilize? Who would you involve in your needs assessment, and why? Explain any limitations to your assessment you feel may need to be revised based on expected feedback from your assessment methods.
Formatting Guidelines
All submissions must be as Microsoft Word documents formatted in accordance with current APA edition guidelines.
All drafts must include a cover page and references page.
All sources must be referenced both with in-text citations and on the reference(s) page.
Must gather information from at least seven authoritative sources.
Grading Rubrics
Category Description Points
SWOT Analysis
Conduct a SWOT analysis for Summit Credit Union regarding its training.
25
Content-Gap Analysis
Based on your SWOT analysis, what training-related gaps did you identify among the opportunities, weaknesses, and threats? Discuss two of those gaps and explain how those gaps could be filled with employee and lender training.
25
Methods
Recommend two methods of training you would you use and explain why those methods would be successful.
20
Documentation, Formatting, and Editing
Quality work will be in the current APA edition format and free of spelling, punctuation, or grammatical errors. Quality work will include a title page, headings, and subheadings to organize sections and a references page. Sentences and paragraphs will be clear, concise, and factually correct, as expected at an undergraduate level. The draft should be between 3-4 pages, not counting the title and reference pages. Must gather information from at least three authoritative sources, one of which may be your textbook.
10
Total A quality paper will meet or exceed all of the above requirements. 80
References
Noe, R. (2022). Employee Training and Development (9th ed.). McGraw Hill.
Salopek, J. (2011). Investing in learning. Training & Development, 56-58.
Summit Credit Union. (2013). 2013 Annual Report. Retrieved from Summit Credit Union: https://www.summitcreditunion.com/.
Outline Draft 2
Submit the sections listed below as Draft 2 – Training Methods, Goals, and Objectives
Title Page
Objectives
Goals
Methods
References
Section Description
Objectives Develop three, specific objectives for your training that correspond with your recommended training from Draft 1. Outline the training’s outcome, criterion, and condition.
Goals Based on the training objectives you have identified, develop a SMART goal for each objective.
Methods Recommend two methods of training you would you use and explain why those methods would be successful.
Formatting Guidelines
All submissions must be as Microsoft Word documents formatted in accordance with current APA edition guidelines.
All drafts must include a cover page and references page.
All sources must be referenced both with in-text citations and on the reference(s) page.
Must gather information from at least seven authoritative sources.
Grading Rubrics
Category Description Points
Objectives Develop three, specific objectives for your training that correspond with your recommended training from Draft 1. Outline the training’s outcome, criterion, and condition. 25
Goals Based on the training objectives you have identified, develop a SMART goal for each objective. 25
Edit criterion descriptionMethods
Delete criterion row
This criterion is linked to a Learning Outc
Recommend two methods of training you would you use and explain why those methods would be successful. 20
Documentation, Formatting, and Editing Quality work will be in the current APA edition format and free of spelling, punctuation, or grammatical errors. Quality work will include a title page, headings, and subheadings to organize sections and a references page. Sentences and paragraphs will be clear, concise, and factually correct, as expected at an undergraduate level. The drafts for Week 6 should be between 3-4 pages, not counting the title and reference pages.Must gather information from at least three authoritative sources, one of which may be your textbook, should be different ones from the Week 3 draft. 10
Total A quality paper will meet or exceed all of the above requirements. 80
References
Noe, R. (2022). Employee Training and Development (9th ed.). McGraw Hill.
Salopek, J. (2011). Investing in learning. Training & Development, 56-58.
Summit Credit Union. (2013). 2013 Annual Report. Retrieved from Summit Credit Union: https://www.summitcreditunion.com/.
Outline Draft 3
Submit the sections listed below as the Final – Training Evaluation.
Title Page
Table of Contents
Introduction
SWOT Analysis
Gap Analysis
Needs Assessment
Objectives
Goals
Methods
Formative Evaluation
Summative Evaluation
Conclusion
References
Section Description
Formative Evaluation Based on your two recommended methods of training from Draft 2, explain how you would conduct a formative evaluation.
Summative Evaluation Based on your two recommended methods of training from Draft 2, explain how you would conduct a summative evaluation.
Formatting Guidelines
All submissions must be as Microsoft Word documents formatted in accordance with current APA edition guidelines.
All drafts must include a cover page and references page.
All sources must be referenced both with in-text citations and on the reference(s) page.
Must gather information from at least seven authoritative sources.
Grading Rubrics
Category Description Points
Content
Quality work will cover all of the sections required. The caliber of the work will have significant scope and depth of research to support any statements. The content must demonstrate an understanding of the material expected at an undergraduate level. The following sections must be present;
Week 3: SWOT Analysis, Gap Analysis, and Needs Assessment
Week 6: Objectives, Goals, and Methods
50
Formative Evaluation
Based on your two recommended methods of training from Draft 2, explain how you would conduct a formative evaluation.
20
Summative Evaluation
Based on your two recommended methods of training from Draft 2, explain how you would conduct a summative evaluation.
20
Consolidation Consolidation includes resubmitting all sections from drafts from weeks 3 and 6 incorporated into a comprehensive paper containing all project sections. Quality work will consist of transitions as needed to ensure the flow of the content throughout the material expected at an undergraduate level. 20
Documentation, Formatting, and Editing Quality work will be in the current APA format and free of spelling, punctuation, or grammatical errors. Quality work will include a title page, headings, and subheadings to organize sections and a references page. Sentences and paragraphs will be clear, concise, and factually correct, as expected at an undergraduate level. The final Draft should be between 7-8 pages, not including the title and reference pages.Must gather information from at least seven authoritative sources, one of which may be your textbook, can use references from the week 3 and 6 drafts. 10
Total A quality paper will meet or exceed all of the above requirements. 120
References
Noe, R. (2022). Employee Training and Development (9th ed.). McGraw Hill.
Salopek, J. (2011). Investing in learning. Training & Development, 56-58.
Summit Credit Union. (2013). 2013 Annual Report. Retrieved from Summit Credit Union: https://www.summitcreditunion.com/.
