The document proposes solutions to improve training programs, curb employee turnover, and maintain customers at a company. It recommends revamping sales and management training, adjusting policies on recruiting, training, rewards and discipline. Surveys of employees found issues with low attainment rates, uneven rewards distribution, and lack of ongoing learning. Proposed solutions include retraining trainers, implementing quarterly performance reviews, and establishing a dedicated training department with consistent curriculum and evaluations. The goal is to develop employees, increase customer satisfaction, lower costs long-term, and boost profits through higher retention and market share.

1. Present by Emma, Rosanna, Seth, and Orzu

3. Revamp training programs for both sales and management. Curb “revolving door” Maintain customer base Motivated account executives (AE)

4. Composition of Workforce for training purposes Men 80% Women 20% English Speaking 95% French Speaking 5% Post-secondary education 100% Computer literacy 100% Different levels of sales experience

5. Interview of Management Focus Groups of AE Survey of all employees

6. Internal Business Management Recruiting, Training Incentives, Discipline Expectations Feedback, Attitude Vision and strategy Financial Vision, Mission, Policy, ROI Customer Retention Satisfaction Learning and growth Employee Turnover, Job Satisfaction Training/learning Opportunities

7. Unfreezing The process of showing the customer where they are at the present time and where they would like to be Changing Showing them the vision of change with proposed solutions Refreezing Showing the Value/benefit that will derive from integrated proposed change

8. Addition of Culture: A positive work environment Satisfied employees and customers Alignment of goals and values across company Maintain position as market leader through continued market share growth, quality service, and return on investments.

9. Policy Recruiting Training

10. Performance Matrix Low attainment rate of sales objectives Only top 5% of employees captures 95% of rewards Present Future Attainable Matrix Achieve 110% of sales objective each quarter Rewards more evenly distributed Reward/Discipline Alignment Performance Improvement Readjustment

11. Reward Adjustments Tiered Rewards Performance Improvement Replace monthly performance review with quarterly review Integrate mentorship program Replace unpaid day off with reduction in commission Reset performance disciplinary action if expected performance is achieved within the quarter Solutions

12. Congenial work environment Confidentiality Self-Esteem Happy employees = Happy customers Happy customers = Increased Market Share

13. Do you have any questions or concerns about the identified problems and proposed solutions to policy?

14. Volume of Recruits Technical Background High Cost Wasted Time Wasted Resources Present Future Quality Candidates Efficient Processes Lower Cost Improved resumé screening Hiring Matrix (telemarketing) Sales aptitude assessment Goal coaching

15. Mental Aptitude Personality Dimensions Behavioral Traits Cognitive Functioning Problem Solving Emotion Toughness Motivation Summarization Skills

16. Provides valuable information An ongoing process for those that stay Helps employees grow and feel supported Identify areas for growth within company Groom management Solutions

17. Solutions

18. Fewer Recruiting/Training Sessions Offset upfront cost of development Lower Turnover Long term ROI

19. Do you have any questions or concerns about the identified problems and proposed solutions for recruiting?

20. Lack of qualified staff Inconsistency of ongoing learning No pre-post test evaluation for transferability Present Future TD trainers retrained Training is consistent Lifelong learners Evaluation Restructured Training Requirements

21. Highly skilled/qualified staff in the TD Adult learning theories Curriculum design Human performance improvement Evaluation methods Specific support duties for new recruits, mentors, sales staff Solutions

22. Long term ROI Customer satisfaction and feedback Retrained staff ’s self-esteem is high and motivation is increased You save money on recruiting and retraining

23. Do you have any questions or concerns about the identified problems and proposed solutions for training?

24. Gaps(6 boxes) Interventions Value Expectations and Feedback Policy Reward Adjustment Punishment Adjustment Congenial Work Environment Confidentiality Happy employees - Happy Customers - Profits Motives and Preferences (Attitude) Recruiting Resume Screening Personality Indicator Goal Coaching Long Term ROI Fewer Recruiting/training Lower Turnover Offset Upfront Cost Skills and Knowledge Training Dedicated Training Dept. Entry/ongoing training Evaluation Less Recruit/training Internal Recruit- Promotion Knowledgeable Employees

25. We wish to thank you for your time and for giving us the opportunity to propose our solutions to your expressed concerns. Please take the time to review our proposal and we will be more than pleased to answer any questions you may have at our next meeting