Learning Map for New Employees
1. Works Well on Own
a. Planning/Managing Work
- Takes ownership of assigned tasks
- Prioritizes work effectively
- Uses planning tools to meet own deliverable dates
- Uses an analytical approach/logic to perform own work
- Shows consistent reliability in assigned tasks
- Clearly defines responsibilities
- Creates efficient and realistic work plans for self
- Communicates work components to others effectively
- Delegates appropriately
- Seeks assistance/ communicates additional needs when
appropriate
- Delivers high quality work by agreed upon deadlines
b. Innovation/Problem Solving
- Solves simple problems independently
- Demonstrates resourcefulness
- Strives to create new designs, products, or approaches
- Implements or drives implementation of new designs, products,
approaches
- Harvests knowledge appropriately at points in the process
c. Knowledge of CM and Concrete process
- Demonstrates knowledge of entire Concrete process
- Can explain how own work fits into project planning and
management process
- Can explain what a client service company is and does
- Can discuss what makes CM unique
d. Knowledge of Industry
- Keeps current on the state-of-the-art
- Demonstrates knowledge of how a website works
- Demonstrates knowledge of the Internet in both the technical and
economic context
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2. Works Well with Others
a. Communication
- Listens actively and responds to input of others
- Constructs persuasive and logical presentation materials
- Delivers presentations confidently and engagingly
- Presents point-of-view in persuasive but non-aggressive manner
- Communicates effectively in formal and informal settings, both
written and verbal
b. Collaboration
- Gets along well with others and work well in a team
- Seeks help from others/ helps others when asked
- Demonstrates respect for others
- Anticipates, addresses, and resolves conflicts proactively
- Creates a safe environment in which all ideas are valued
- Pursues goals through the appropriate channels
c. Teamwork
- Participates actively in team meetings
- Volunteers ideas in brainstorming sessions
- Contributes to running effective meetings using agendas,
objectives, decision-making tools
- Suggests ways to improve process and team efficiency
- Plans around strengths and weaknesses of self and team
- Supports and protects team members when necessary
- Respects time commitments
d. Constructive Feedback
- Gives constructive feedback to others
- Uses humor appropriately to encourage creativity/ diffuse difficult
situations
- Seeks and accepts constructive criticism
- Participates in peer reviews and formal evaluations
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3. Works Well with Clients
a. Building Productive Relationships
- Develops trust with client and team
- Educates client on how we work
- Actively listens to client and interpret their needs
- Anticipates client needs
- Demonstrates sensitivity to client's agenda
- Attends client meetings, record client requests and changes
- Gains a high degree of client involvement and buy-in
- Knows when to accept client’s decisions
b. Professional Interaction
- Exhibits professional behavior with client
- Shows confidence in ad hoc client communications
- Reacts professionally to unprofessional client behavior
- Knows when and how to escalate client problems to the right
channels
c. Knowledge of Client Business
- Understands drivers of client business, such as margin,
shareholder value, revenue, costs
- Translates client needs into work product requirements
- Suggests innovations for client businesses
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Departmental Skills
Business Development
 Communicate CM process and history to prospects
 Use CM criteria for evaluating prospects
 Regularly update New Business Development Lead
 Use and manage the New Business Process on Changepoint
 Comfortably perform preliminary qualification phone calls with prospects
 Help coordinate teamwork for New Business Leads
 Gather input from groups and individuals within CM as needed
 Provide research support for New Business Leads including evaluating
and responding to RFP and executive summaries
 Prepare meeting and presentation materials
 Take notes and manage documents for New Business Leads
 Research, develop and produce proposals
 Coordinate and produce work, fees and schedule specifications exhibits
for contracts
 Assure smooth handoff of documents and information to Kick-off team
Training Needs:
 Changepoint
 Proposal writing
 Presentation skills
 Criteria for evaluation prospects
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Strategy
1. Familiar with and use industry research resources
2. Able to research and answer questions related to client's strategy
3. Communicate CM web development process and history to clients
4. Understand CM criteria for evaluating prospective clients
5. Speak comfortably with clients on the phone and in person about CM
6. Support a lead owner in meeting with prospective clients and win business
7. Prepare persuasive power point presentations
8. Prepare customized written proposals
9. Locate answers to questions in RFP resourcefully
10. Knows client business (competitors, metrics, news, business model)
11. Knows how to use competitive matrix
12. Knows how to use partnership matrix
13. Knows how to use perceptual maps
Training Needs:
 PowerPoint
 Presentation skills
 Business writing skills
 Time management
 Performance management (Sr. level)
 Mentoring/coaching (Sr. level)
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Producer
1. Regularly update producer
2. Familiar with each department’s role and able to assist where needed.
3. Demonstrate knowledge of:
 Html
 Relational databases
 Client side/ server side
 How dynamic websites work
4. Provide admin support to project by being able to:
 Set up client extranet
 Schedule meetings
 Record and circulate meeting notes
5. Research tech and third party product solutions, content, and competitive landscape
6. Manage a small project under the direction of another producer
Training needs:
 Internet technologies
1. How the internet works
2. Common enterprise tools
3. Development tools (Starbase)
 MSProject
 Changepoint
 HTML
 Excel
 Performance management/constructive feedback
 Presentation skills
 Time management/”managing up”
 Conflict resolution
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UI
1.
2.
3.


Able to use Visio basics
Translate client needs into concrete goals
Knowledgeable of internet user interfaces:
Standard GUI interface layout
Technical (client side and server side) challenges and limitations on what can be
done with databases, HTML, DHTML, Flash, and submit and refresh issues
 User experience on the web like models for interface design, typical user
experiences (e-commerce, community, content)
4. Understands basics of information design
5. Assist architects in all forms of project research
6. Provide ideas for site concepts using research and strategy documents
7. Assist in assembling UE brief presentation
8. Assist in developing site maps and updating them throughout the projects
9. Assist in developing storyboards
10. Help to prepare/assemble storyboard prototype
11. Assist in writing descriptions of elements and compiling documents
12. Assist in reviewing design, html, and functionality and preparing bug reports
13. Ensure that production team has updated copies of specs and site maps
Training Needs:
 Basic tenants of interface design
1. Understanding user needs
2. Interpretation/ what to build
 Structuring user experience
 Technical underpinnings of the web
 Visio
 Information design
 Meeting management
 Presentation of work (presentation skills? layout?)
 Introduction to library science
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Technology
1. Code server-side scripting for data based-manipulation of data and display of
that data
2. Implement editor stations
3. Implement basic stored procedures
4. Knowledgeable of QA process and source control and bug tracking tools
5. Able to debug own work and find bugs in code others have written
6. Knowledgeable of CM coding standards and able to use clean, legible coding
and commenting style
7. Understand use cases and code from use case diagrams
8. Conversant with basics of database design
9. Able to document modules based on own writing
10. Knowledgeable of project architecture (platform/language) and how
decisions are made for specific projects
11. Research third party vendors
12. Integrate third party vendors into site
13. Familiar with editor stations we build for clients
14. Able to identify issues and likely points of controversy and resolve them in a
timely manner
15. Read, research and learn new technologies
Training Needs:


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Processing Methods
1. How to build software
2. Modeling documentation
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Design
1.
2.
3.
4.
Able to use Photoshop
Basic understanding of how to use Illustrator and Image Ready
Able to discuss the designer process/design steps in a full project cycle
Familiar with design fundamentals and philosophy:
 Layout information on a page so it is clear and has a logical hierarchy
 Kern and type properly
 Create a design where all the information is clear and easy to understand
 Create an appropriate information hierarchy for the design
5. Demonstrates knowledge of:
 VSS
 Team Track
 Netscape Palette
 HTML coding standards
 Image Ready
 Flash
 Director
 Working with video
6. Demonstrates knowledge of the logo identity process
7. Able to research
8. Able to take an existing look and feel and design pages based on it
9. Able to explain design decisions
10. Give suggestions on how to make designs more unique and certain appropriate
technologies
11. Follow a UI spec and suggest ways of improving UI design
12. Knowledgeable of process of handing off PSD to Site Development
13. Actively communicates updates to lead designer
14. Adapts to designing for different audiences, clients
15. Actively pushes to develop and refine personal design style and ability
16. Active involvement in recruiting programs
Training Needs:
 Web design
 Presentation skills
 Communication skills
 Interviewing skills
 Managing projects
 Managing others
 Industry knowledge
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Site development
1. Understand the CM process and be able to identify Site Development’s roles and
responsibilities in that process.
2. Demonstrate knowledge of HTML:
 What it stands for, how it works
 Important HTML tags such as <table>, <font>, <a>, <p>, <br>, <span>, etc…
 HTML syntax
 Understand and be able to adhere to the CM HTML guidelines
3. Know how to measure the weight of a page, and common techniques for reducing
that weight.
4. Know how browsers render pages and what techniques can help or hinder that
process.
5. Able to use Photoshop and ImageReady to cut up and optimize images.
6. Know how to read a UI spec and how to map that spec into an HTML page from a
PSD.
7. Understand what a page template is and how to work on a templated site.
8. Know basic JavaScript syntax, the use of <script> tags, how to invoke JavaScript on
a web page.
9. Know basic principles of version control, why it is important, and how to use VSS or
other versioning software.
10. Identify and coordinate production effort with responsible parties from other
departments.
Training Needs:
 Server site technologies
1. Java server pages
2. DHTML
3. Javascript
4. Object oriented design
 Interviewing skills
 Resource allocation/managing resources
 Planning skills
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Network Operations
1. Proficient in the use of software applications:
 Visio
 MS Project
 SQL Server
 Net IQ
 Oracle
 Remedy
 Proactive
2. Knowledgeable of operating systems:
 Unix/Linux
 NT/Windows 2000
3. Knowledgeable of Basic Networking:
 TCP/IP
 FTP
 Vlans
 VPNs
 Network Design
4. Able to work effectively with clients
5. Know procedure for escalation of issues
6. Able to resolve conflicts effectively
7. Able to troubleshoot
Training Needs:
 Conflict resolution
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