Gordon Bull Learning Forte Limited Copyright Learning Forte Ltd. 2009 Before, During and After Effort Measure Intervention Design/Delivery Training Need ? Time Copyright Learning Forte Ltd. 2009 Before, During and After Copyright Learning Forte Ltd. 2009 Can the Before, During & After Model help the learning function add business value to the organisation? 62.86% 28.57% 2.86% 0.00% 5.71% Copyright Learning Forte Ltd. 2009 1. 2. 3. 4. 5. Yes, greatly Yes, somewhat Neither adds or detracts (neutral) No – slightly distractive Very distractive Case Study 1: Vodafone Corporate Sales Academy Creating A World Class Sales Team Copyright Learning Forte Ltd. 2009 Why? • Business Transformation – Simple SIM/Handset sales to complex business system solution sales: What? • Stopped existing sales training programme - Needed to understand full implications of data solution sales. • Researched solution sales type industries, particularly IT • Defined ‘Customer Relationship Selling (CRS) in full, behaviours, skills & knowledge • Developed our own ‘Skill Circle’ & ‘World Class Sales Model’ • Re-defined job roles – Developed functional competence model • • Repositioned to drive data solution sales, whilst retaining & growing voice revenue Refocused around customer, restructuring of Service Delivery support Copyright Learning Forte Ltd. 2009 Analyse Customers Sectors &Markets Business Awareness Analytical Skills Industry Knowledge Management Structures Develop Relationships at Multi Touch Points Board Level Communication - Business Language Networking Consultancy Strategic Planning With Customers Positioning Of Vodafone in Account Strategic Planning Stake Holder Analysis/Top Team Objective Setting - Account Action Planning Sell & Negotiate At All Levels Basic Selling to Advanced Selling Board Room Negotiation Presenting Solutions Account Management Lead Virtual Teams Project Man. Complex Solution Sales Leadership Facilitation Project Management Coaching Copyright Learning Forte Ltd. 2009 Copyright Learning Forte Ltd. 2009 CRS Capability • Action Plan - Individuals discussed feedback with managers & identified development needs • Created Personal Development Plans, using Sales Academy opportunities • Team level, started to identify poor performers for potential performance management action & for our top performers started to look at account realignment & succession planning Copyright Learning Forte Ltd. 2009 Measuring the Success of the Sales Academy • Business level : – Corporate Sales Targets, 10% inc in Voice Revenue, 6% inc in SMS Revenue & 700% inc in Data Revenue • Individual level : – 360 Degree assessment of CRS behaviours – Learning from interventions - Transfer of learning to job performance – Effect upon relationships within Accounts – Measuring selling capability – Measuring the effect on Employee Satisfaction • General Level: – Academy site access and usage – Reaction to interventions in Academy Copyright Learning Forte Ltd. 2009 Sales Academy Critical Success Factors • Key sponsorship and leadership from Sales Director • Sales Academy and people capability, integrated into a wider organisational development project within Corporate Sales • Planned communication strategy which included conferences, management briefings, voice push, e-Mailer, letters to home addresses, leaflets & email. • Business outcomes focussed Copyright Learning Forte Ltd. 2009 Do you think the Sales Academy solution positioned the learning function to add business value? 77.42% 16.13% 6.45% 0.00% 0.00% Copyright Learning Forte Ltd. 2009 1. 2. 3. 4. 5. Yes, definitely Yes, somewhat Not sure Not very much value No, not at all Case Study 2: American Express International Call Centre Operations Copyright Learning Forte Ltd. 2009 What’s important in a Call Centre Operation? Copyright Learning Forte Ltd. 2009 What’s important in a Call Centre Operation? Call waiting time Call length Content Accuracy All drive Customer Satisfaction Staff Satisfaction First Call Resolution Repeat Calls Staff Turnover Copyright Learning Forte Ltd. 2009 Agent Utilisation Training Dashboard – September YTD Avail - Delivery Avail - Design L1 L2 # Classes % Hours - New Hire % Hours - Soft Skills/ Upskilling % Hours - CSD % Hours - Risk % Hours - CMU % Hours - Other* # Reps Trained Avg. # reps: class 2006 Target Canada YTD '06 Mexico YTD '06 Japan YTD '06 Australia YTD '06 UK YTD '06 Italy YTD '06 Germany YTD '06 75% 80% 85% 80 - 84% 84% 74% 84% 84% 70% 59% 84%** 87% 90% 91% 94% 87% 87% 87% 92% 95% 92% 93% 90% 89% 90% 90% 88% 92% 72% 84% 286 145 150 414 340 57 38 80% 87% 38% 29% 64% 40% 35% 20% 13% 62% 71% 36% 60% 65% 14% 60% 84% 48% 62% 57% 0% 8% 33% 16% 28% 22% 43% 100% 5% 6% 0% 24% 16% 0% 0% 73% 1% 0% 0% 0% 0% 0% 2,800 9.8 1,096 7.6 642 4.3 3,800 9 3,115 9.0 * includes US TSC ** German Credit Metric definition: Availability = Total available hours less shrinkage divided by total hours tracked (actual); measure of productivity L1 = Learners’ reaction and satisfaction with course content & delivery; L2 = Learners’ grasp of content; actual learning from the course Copyright Learning Forte Ltd. 2009 271 4.8 173 4.5 Before Stage - Top down and Bottom up Overall Business Goals Superior Customer Services Competitive Products Market Leader Huge need for rapid content development and frequent updating Overload! But…. Realities at the sharp end Realities at the sharp end Many product variants Constant changes & updates 10 a day 2,500 a year! Copyright Learning Forte Ltd. 2009 SMEs The Solution Copyright Learning Forte Ltd. 2009 The Results: Less time off the floor in the classroom – Higher Agent Utilisation More Accurate information – Higher 1st time call resolution Reduced repeat call Reduced call waiting time Overall call times reduced Higher staff satisfaction – reduced staff turnover Copyright Learning Forte Ltd. 2009 Do you think the Amex Performance Support solution positioned the learning function to add business value? 87.18% 10.26% 0.00% 0.00% 2.56% Copyright Learning Forte Ltd. 2009 1. 2. 3. 4. 5. Yes, definitely Yes, somewhat Not sure Not very much No, not at all After this presentation, will you be doing anything different in your role? 20.59% 1. 41.18% 2. 17.65% 3. 20.59% 4. Copyright Learning Forte Ltd. 2009 Definitely – adopting Before, During & After Yes, possibly – want to find out more Not sure No change How valuable has this presentation been to you? 45.24% 40.48% 14.29% 0.00% Copyright Learning Forte Ltd. 2009 1. 2. 3. 4. Very Somewhat Not very Not at all Questions gordon.bull@learningforte.com Copyright Learning Forte Ltd. 2009