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U.S. Department of State
TRAINING/INTERNSHIP PLACEMENT PLAN
*OMB APPROVAL NO. 1405-0170
EXPIRATION DATE: 07-31-2009
ESTIMATED BURDEN: 60 minutes
Check one:
Trainee
Intern
Occupational Field
Management, Business, Commerce and Finance
Number of Years of Experience
17
Level of Degree
Bachellor
Date Awarded (mm-dd-yyyy)
12-2007
Field of Study
Business Administration
PARTICIPANT INFORMATION
Trainee/Intern Name (Last, First, MI)
Carim Maydub, Gabriel, Omar
U.S. Residence Address
2205 West 6th Street #704, LA     
U.S. Telephone Number
213-631-0231
FAX Number
     
Email Address
gabrielcarim2002@hotmail.com
SITE OF ACTIVITY INFORMATION
Host Organization
SEA Charter Inc.
Address
222 North Virgil Ave
Supervisor's Name (Last, First, MI)
Arias, Nathan
Email Address
narias@seacharter.net
Phone Number
213-480-4200
FAX Number
213-555-1212
Supervisor’s Title
Account Manager
Dates of Program (mm-dd-yyyy)
From 01-04-2010To 12-30-2010
Hours Per Week
40
Will Trainee/Intern receive a stipend?
Yes No
If so, how much?
$ 12.00per Hour
CONTRACT AGREEMENT
NOTE- Sponsors will not approve any contracts, and Trainees/Interns may not begin their programs until both a Training/Internship Placement Plan
(page 2) and proof of required insurance that meets 22 CFR 62.14 is on file with the sponsor.
Trainee/Intern- I hereby acknowledge, understand and agree to the attached Training/Internship Placement Plan.
Trainee/Intern Signature Date (mm-dd-yyyy)
Supervisor- I certify that I will provide on-site supervision and that this training/internship is known and approved by this company/business or
organization (site of activity). I will ensure that the required insurance is in place that meets 22 CFR 62.14 and provide the sponsor with written
evaluations of the trainee/intern's performance, including the number of hours performed, the type of training, and the quality of the performance. At
minimum, I will submit the evaluation at the mid-point and end of the program.
Supervisor’s Signature Date (mm-dd-yyyy)
Sponsor- I approve the attached Training/Internship Placement Plan. I certify the following:
1. Sufficient planning, equipment, and trained personnel will be dedicated to provide the training/internship specified;
2. The training/internship program is not designed to recruit and train aliens for employment in the United States;
3. Trainees/Interns will not displace full-time or part-time U.S. employees; and
4. That training and internship programs in the field of agriculture meet all requirements of the Employment Relationship under the Fair Labor
Standards Act and the Migrant and Seasonal Agricultural Worker Protection Act (29 CFR Part 500).
I understand that false certification may subject me to criminal prosecution under 18 U.S.C. 1001, which reads: "Except as otherwise provided in this
section, whoever, in any matter within the jurisdiction of the executive, legislative, or judicial branch of the Government of the United States, knowingly
and willfully falsifies, conceals, or covers up by any trick, scheme, or device a material fact; makes any materially false, fictitious, or fraudulent
statement or representation; or makes or uses any false writing or document knowing the same to contain any materially false, fictitious, or fraudulent
statement or entry; shall be fined under this title or imprisoned not more than 5 years, or both."
Sponsor’s Signature (RO/ARO) Date (mm-dd-yyyy)
Program Sponsor Name
Intrax Career Training
Program Number
P-4-10008
Page 1 of 9
DS-7002
04-2007
*Public reporting burden for this collection of information is estimated to average 60 minutes per response, including time required for searching existing data
sources, gathering the necessary data, providing the information required, and reviewing the final collection. Persons are not required to provide this
information in the absence of a valid OMB approval number. Send comments on the accuracy of this estimate of the burden and recommendations for
reducing it to: U.S. Department of State (A/ISS/DIR) 1800 G St. NW, Washington, DC 20520.
Page 2 of 9
Program Sponsor Name
Intrax Career Training
Program Number
P-4-10008
.
TRAINING/INTERNSHIP PLACEMENT PLAN
An acceptable Training/Internship Placement Plan should cover a definite period of time and should consist of definite phases of training or tasks
performed with a specific objective for each phase. The plan must also contain information on how the trainees/interns will accomplish those
objectives (i.e. classes, individual instruction, shadowing, etc.). Each phase must build upon the previous phase to show a progression in the
training/internship. A separate copy of page 2 must be completed for each phase if applicable (i.e.; if the trainee/intern is rotating through different
departments).
Name of Trainee/Intern (Last, First, MI)
Trainee
Field of Training/Internship
Business Administration
Name of Phase
Business Administration
Start Date for this Phase
01-04-2010
(mm-dd-yyyy)
End Date for this Phase
02-26-2010
(mm-dd-yyyy)
Phase 1 of 6
Specific Objective for This Phase
In this phase the trainee will be introduced to the company’s day-to-day operations in order to gain an understanding of
all the companies systems and procedures. During this phase the trainee will become familiar with the businesses
products and services while learning its vernacular.
Skills to be Imparted for This Phase
- Introduction to the company's day-to-day administrative operations.
- Understanding of the company's database and computer systems and networks.
- Develop familiarity to the company's products and services.
- Learning the common business vernacular.
Justification for On-The-Job Training
The trainee must learn through on the job training in order to develop a comprehensive understanding of US business
practices and policies. It is important the trainee learns through active participation and exposure to real-world
situations. For this reason, the use of on the job training is justified. All on the job training will be carefully demonstrated
and monitored by a supervisor.
Chronology or Syllabus of Training or Tasks Performed During This Phase
- Orientation to introduce the trainee to the company, staff and general procedures.
- Study company manuals, pricing, structure, and policies.
- Assist with managing data and records.
- Projects to familiarize the trainee with the company's computer systems and networks.
- Review the company's website.
- Projects in organization and management of the office.
Method of Evaluation and the Frequency of Supervision During This Phase
The supervisor will be present at all times during this phase to monitor the trainee's progress. At the end of the phase,
the supervisor will review the trainee's understanding and skill level to ensure s/he is prepared for the next phase.
DS-7002
Page 3 of 9
Program Sponsor Name
Intrax Career Training
Program Number
P-4-10008
.
TRAINING/INTERNSHIP PLACEMENT PLAN
An acceptable Training/Internship Placement Plan should cover a definite period of time and should consist of definite phases of training or tasks
performed with a specific objective for each phase. The plan must also contain information on how the trainees/interns will accomplish those
objectives (i.e. classes, individual instruction, shadowing, etc.). Each phase must build upon the previous phase to show a progression in the
training/internship. A separate copy of page 2 must be completed for each phase if applicable (i.e.; if the trainee/intern is rotating through different
departments).
Name of Trainee/Intern (Last, First, MI)
Trainee
Field of Training/Internship
Business Administration
Name of Phase
Business Operations
Start Date for this Phase
03-02-2010
(mm-dd-yyyy)
End Date for this Phase
04-30-2010
(mm-dd-yyyy) Phase 2 of 6
Specific Objective for This Phase
In the phase the trainee will learn the inventory procedures of the company. Through this phase, the trainee will learn
about cost control, overheard, and effective management of resources. The trainee will also learn about equipment
maintenance, interoffice communication and basic accounting.
Skills to be Imparted for This Phase
- Training in the inventory management procedures of the company.
- Knowledge of cost control, overhead, and effective management of resources.
- Training in interoffice communication.
- Understanding of equipment maintenance procedures.
- Basic accounting training: accounts payable, accounts receivable, payroll, general ledgers and statement reporting.
Justification for On-The-Job Training
The trainee must learn through on the job training in order to develop a comprehensive understanding of US business
procedures and policies. It is important the trainee learns through active participation and exposure to real-world
situations. For this reason, the use of on the job training is justified. All on the job training will be carefully demonstrated
and monitored by a supervisor.
Chronology or Syllabus of Training or Tasks Performed During This Phase
- Assist with inventory: assessing items, ordering, shipping, receiving and cataloguing.
- Review and Evaluate the company's overhead, budgets, and cost control reports.
- Assist with communication within the company: distributing memos, emails, and coordinating meetings.
- Assist with maintaining proper and optimal use of equipment.
- Activities in accounting: inputting information, processing checks, communicating with vendors, collections, reviewing
and processing statements.
Method of Evaluation and the Frequency of Supervision During This Phase
The supervisor will be present at all times during this phase to monitor the trainee's progress. At the end of the phase,
the supervisor will review the trainee's understanding and skill level to ensure s/he is prepared for the next phase.
DS-7002
Page 4 of 9
Program Sponsor Name
Intrax Career Training
Program Number
P-4-10008
.
TRAINING/INTERNSHIP PLACEMENT PLAN
An acceptable Training/Internship Placement Plan should cover a definite period of time and should consist of definite phases of training or tasks
performed with a specific objective for each phase. The plan must also contain information on how the trainees/interns will accomplish those
objectives (i.e. classes, individual instruction, shadowing, etc.). Each phase must build upon the previous phase to show a progression in the
training/internship. A separate copy of page 2 must be completed for each phase if applicable (i.e.; if the trainee/intern is rotating through different
departments).
Name of Trainee/Intern (Last, First, MI)
Trainee
Field of Training/Internship
Business Administration
Name of Phase
Customer Service Training
Start Date for this Phase
05-01-2010
(mm-dd-yyyy)
End Date for this Phase
06-30-2010
(mm-dd-yyyy)
Phase 3 of 6
Specific Objective for This Phase
In this phase the trainee will learn about the company’s customer service procedures, philosophies, and strategies.
During this time the trainee will learn to evaluate the customer’s service satisfaction and understand the company’s
customer correspondence methods. Throughout this phase the trainee will develop communication, negotiation,
problem-solving and interpersonal skills.
Skills to be Imparted for This Phase
- Learn the company's customer service philosophy, procedures, etiquette, and strategies.
- Learn to evaluate the customer service satisfaction index.
- Understand methods for customer correspondence.
- Develop communication, negotiation, problem-solving and interpersonal skills.
Justification for On-The-Job Training
The trainee must learn through on the job training in order to develop a comprehensive understanding of US business
procedures and policies. It is important the trainee learns through active participation and exposure to real-world
situations. For this reason, the use of on the job training is justified. All on the job training will be carefully demonstrated
and monitored by a supervisor.
Chronology or Syllabus of Training or Tasks Performed During This Phase
- Assist the department's staff with client inquiries, concerns and defusing negative situations.
- Address all client correspondence and communication including emails, letters and phone calls.
- Manage and update the client database.
- Conduct client satisfaction surveys.
- Review, evaluate and make conclusions on the customer service satisfaction index.
Method of Evaluation and the Frequency of Supervision During This Phase
The supervisor will be present at all times during this phase to monitor the trainee's progress. At the end of the phase,
the supervisor will review the trainee's understanding and skill level to ensure s/he is prepared for the next phase.
DS-7002
Page 5 of 9
Program Sponsor Name
Intrax Career Training
Program Number
P-4-10008
.
TRAINING/INTERNSHIP PLACEMENT PLAN
An acceptable Training/Internship Placement Plan should cover a definite period of time and should consist of definite phases of training or tasks
performed with a specific objective for each phase. The plan must also contain information on how the trainees/interns will accomplish those
objectives (i.e. classes, individual instruction, shadowing, etc.). Each phase must build upon the previous phase to show a progression in the
training/internship. A separate copy of page 2 must be completed for each phase if applicable (i.e.; if the trainee/intern is rotating through different
departments).
Name of Trainee/Intern (Last, First, MI)
Trainee
Field of Training/Internship
Business Administration
Name of Phase
Marketing and Sales
Start Date for this Phase
07-01-2010
(mm-dd-yyyy)
End Date for this Phase
08-31-2010
(mm-dd-yyyy)
Phase 4 of 6
Specific Objective for This Phase
During this phase the trainee will learn the company’s marketing and sales strategies and procedures. The trainee will
develop skills in sales and will become familiar with client demographics so that they can be incorporated into the
marketing strategy. Throughout this phase the trainee will learn the sales process from start to finish.
Skills to be Imparted for This Phase
- Learn the company's marketing and sales initiatives, strategies, and procedures.
- Develop skills in sales: first contact, follow-up, closing, and up-selling.
- Be familiarized with the client demographics and how to incorporate the information in developing a marketing strategy.
- Train in advertising: branding, name recognition, dealing with vendors, interacting with advertising agencies.
- Learn the sales process from start to finish: cold-call, presentation, negotiation.
Justification for On-The-Job Training
The trainee must learn through on the job training in order to develop a comprehensive understanding of US business
procedures and policies. It is important the trainee learns through active participation and exposure to real-world
situations. For this reason, the use of on the job training is justified. All on the job training will be carefully demonstrated
and monitored by a supervisor.
Chronology or Syllabus of Training or Tasks Performed During This Phase
- Attend all marketing and sales team meetings.
- Assist with marketing events, materials, and planning.
- Accompany staff on sales meetings: learn to make first-contact, speak to potential clients and close the deal.
- Deliver presentations to clients (under close supervision).
- Develop the client base through communication and correspondence.
- Assist with advertising: contact vendors, communicate with ad agencies and develop ideas for advertising the
company's products and services.
Method of Evaluation and the Frequency of Supervision During This Phase
The supervisor will be present at all times during this phase to monitor the trainee's progress. At the end of the phase,
the supervisor will review the trainee's understanding and skill level to ensure s/he is prepared for the next phase.
DS-7002
Page 6 of 9
Program Sponsor Name
Intrax Career Training
Program Number
P-4-10008
.
TRAINING/INTERNSHIP PLACEMENT PLAN
An acceptable Training/Internship Placement Plan should cover a definite period of time and should consist of definite phases of training or tasks
performed with a specific objective for each phase. The plan must also contain information on how the trainees/interns will accomplish those
objectives (i.e. classes, individual instruction, shadowing, etc.). Each phase must build upon the previous phase to show a progression in the
training/internship. A separate copy of page 2 must be completed for each phase if applicable (i.e.; if the trainee/intern is rotating through different
departments).
Name of Trainee/Intern (Last, First, MI)
Trainee
Field of Training/Internship
Business Administration
Name of Phase
Human Resources
Start Date for this Phase
09-01-2010
(mm-dd-yyyy)
End Date for this Phase
10-30-2010
(mm-dd-yyyy)
Phase 5 of 6
Specific Objective for This Phase
In the phase the trainee will learn the regulations and laws regarding labor while becoming familiar with the company’s
documents, forms, and policies. During this phase the trainee will learn about the recruiting and interviewing process for
new employees. The trainee will also develop employee evaluation and discipline methods.
Skills to be Imparted for This Phase
- Learn State and Federal regulations and labor laws.
- Be familiarized with HR documents, forms, and policies.
- Understand new-hire recruiting and interviewing process.
- Employee evaluation techniques.
- Employee discipline methods.
Justification for On-The-Job Training
The trainee must learn through on the job training in order to develop a comprehensive understanding of US business
procedures and policies. It is important the trainee learns through active participation and exposure to real-world
situations. For this reason, the use of on the job training is justified. All on the job training will be carefully demonstrated
and monitored by a supervisor.
Chronology or Syllabus of Training or Tasks Performed During This Phase
- Receive instruction and study State and Federal regulations and labor laws.
- Assist in processing new-hire documentation and forms.
- Observe the HR operations, taking notes and assisting with various activities.
- Participate in employee candidate interviews.
- Screen applications.
- Advertise open positions.
- Assist with employee evaluation: administering reviews, assessing training and development.
- Assist with dismissal and discipline (if circumstances arise).
Method of Evaluation and the Frequency of Supervision During This Phase
The supervisor will be present at all times during this phase to monitor the trainee's progress. At the end of the phase,
the supervisor will review the trainee's understanding and skill level to ensure s/he is prepared for the next phase.
Page 7 of 9
DS-7002
Page 8 of 9
Program Sponsor Name
Intrax Career Training
Program Number
P-4-10008
.
TRAINING/INTERNSHIP PLACEMENT PLAN
An acceptable Training/Internship Placement Plan should cover a definite period of time and should consist of definite phases of training or tasks
performed with a specific objective for each phase. The plan must also contain information on how the trainees/interns will accomplish those
objectives (i.e. classes, individual instruction, shadowing, etc.). Each phase must build upon the previous phase to show a progression in the
training/internship. A separate copy of page 2 must be completed for each phase if applicable (i.e.; if the trainee/intern is rotating through different
departments).
Name of Trainee/Intern (Last, First, MI)
Trainee
Field of Training/Internship
Business Administration
Name of Phase
Management Training
Start Date for this Phase
11-02-2010
(mm-dd-yyyy)
End Date for this Phase
12-30-2010
(mm-dd-yyyy)
Phase 6 of 6
Specific Objective for This Phase
During this phase the trainee will learn the management strategy and philosophy of the organization. The trainee will
receive training in budgeting, cost analysis, and profit-maximization. In this phase the trainee will also learn about
departmental coordination and personnel management procedures.
Skills to be Imparted for This Phase
- Learn the management philosophy and strategy.
- Training in budgeting, cost analysis, and profit-maximization.
- Personnel management training: scheduling, hiring, evaluating (building on the training from the previous phase.)
- Departmental coordination procedures: communication, integration.
Justification for On-The-Job Training
The trainee must learn through on the job training in order to develop a comprehensive understanding of US business
procedures and policies. It is important the trainee learns through active participation and exposure to real-world
situations. For this reason, the use of on the job training is justified. All on the job training will be carefully demonstrated
and monitored by a supervisor
Chronology or Syllabus of Training or Tasks Performed During This Phase
- Shadow and observe the manager to learn his responsibilities and duties.
- Assist with managerial activities: leading meetings, communicating with staff, and delegating assignments.
- Personnel management: scheduling employees to maximize efficiency and reduce labor cost. Evaluating and
monitoring employees.
- Review the company's budgets and finances on a weekly basis.
- Develop strategies for expanding the company's services, optimizing efficiency and maximizing profits.
Method of Evaluation and the Frequency of Supervision During This Phase
The supervisor will be present at all times during this phase to monitor the trainee's progress. At the end of the phase,
the supervisor will review the trainee's understanding and skill level to ensure s/he is prepared for the next phase.
DS-7002
Page 9 of 9
Program Sponsor Name
Intrax Career Training
Program Number
P-4-10008
.
TRAINING/INTERNSHIP PLACEMENT PLAN
An acceptable Training/Internship Placement Plan should cover a definite period of time and should consist of definite phases of training or tasks
performed with a specific objective for each phase. The plan must also contain information on how the trainees/interns will accomplish those
objectives (i.e. classes, individual instruction, shadowing, etc.). Each phase must build upon the previous phase to show a progression in the
training/internship. A separate copy of page 2 must be completed for each phase if applicable (i.e.; if the trainee/intern is rotating through different
departments).
Name of Trainee/Intern (Last, First, MI)
Trainee
Field of Training/Internship
Business Administration
Name of Phase
Management Training
Start Date for this Phase
11-02-2010
(mm-dd-yyyy)
End Date for this Phase
12-30-2010
(mm-dd-yyyy)
Phase 6 of 6
Specific Objective for This Phase
During this phase the trainee will learn the management strategy and philosophy of the organization. The trainee will
receive training in budgeting, cost analysis, and profit-maximization. In this phase the trainee will also learn about
departmental coordination and personnel management procedures.
Skills to be Imparted for This Phase
- Learn the management philosophy and strategy.
- Training in budgeting, cost analysis, and profit-maximization.
- Personnel management training: scheduling, hiring, evaluating (building on the training from the previous phase.)
- Departmental coordination procedures: communication, integration.
Justification for On-The-Job Training
The trainee must learn through on the job training in order to develop a comprehensive understanding of US business
procedures and policies. It is important the trainee learns through active participation and exposure to real-world
situations. For this reason, the use of on the job training is justified. All on the job training will be carefully demonstrated
and monitored by a supervisor
Chronology or Syllabus of Training or Tasks Performed During This Phase
- Shadow and observe the manager to learn his responsibilities and duties.
- Assist with managerial activities: leading meetings, communicating with staff, and delegating assignments.
- Personnel management: scheduling employees to maximize efficiency and reduce labor cost. Evaluating and
monitoring employees.
- Review the company's budgets and finances on a weekly basis.
- Develop strategies for expanding the company's services, optimizing efficiency and maximizing profits.
Method of Evaluation and the Frequency of Supervision During This Phase
The supervisor will be present at all times during this phase to monitor the trainee's progress. At the end of the phase,
the supervisor will review the trainee's understanding and skill level to ensure s/he is prepared for the next phase.
DS-7002
Page 9 of 9

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TIPP_Trainee_BusinessAdmin_18months

  • 1. U.S. Department of State TRAINING/INTERNSHIP PLACEMENT PLAN *OMB APPROVAL NO. 1405-0170 EXPIRATION DATE: 07-31-2009 ESTIMATED BURDEN: 60 minutes Check one: Trainee Intern Occupational Field Management, Business, Commerce and Finance Number of Years of Experience 17 Level of Degree Bachellor Date Awarded (mm-dd-yyyy) 12-2007 Field of Study Business Administration PARTICIPANT INFORMATION Trainee/Intern Name (Last, First, MI) Carim Maydub, Gabriel, Omar U.S. Residence Address 2205 West 6th Street #704, LA      U.S. Telephone Number 213-631-0231 FAX Number       Email Address gabrielcarim2002@hotmail.com SITE OF ACTIVITY INFORMATION Host Organization SEA Charter Inc. Address 222 North Virgil Ave Supervisor's Name (Last, First, MI) Arias, Nathan Email Address narias@seacharter.net Phone Number 213-480-4200 FAX Number 213-555-1212 Supervisor’s Title Account Manager Dates of Program (mm-dd-yyyy) From 01-04-2010To 12-30-2010 Hours Per Week 40 Will Trainee/Intern receive a stipend? Yes No If so, how much? $ 12.00per Hour CONTRACT AGREEMENT NOTE- Sponsors will not approve any contracts, and Trainees/Interns may not begin their programs until both a Training/Internship Placement Plan (page 2) and proof of required insurance that meets 22 CFR 62.14 is on file with the sponsor. Trainee/Intern- I hereby acknowledge, understand and agree to the attached Training/Internship Placement Plan. Trainee/Intern Signature Date (mm-dd-yyyy) Supervisor- I certify that I will provide on-site supervision and that this training/internship is known and approved by this company/business or organization (site of activity). I will ensure that the required insurance is in place that meets 22 CFR 62.14 and provide the sponsor with written evaluations of the trainee/intern's performance, including the number of hours performed, the type of training, and the quality of the performance. At minimum, I will submit the evaluation at the mid-point and end of the program. Supervisor’s Signature Date (mm-dd-yyyy) Sponsor- I approve the attached Training/Internship Placement Plan. I certify the following: 1. Sufficient planning, equipment, and trained personnel will be dedicated to provide the training/internship specified; 2. The training/internship program is not designed to recruit and train aliens for employment in the United States; 3. Trainees/Interns will not displace full-time or part-time U.S. employees; and 4. That training and internship programs in the field of agriculture meet all requirements of the Employment Relationship under the Fair Labor Standards Act and the Migrant and Seasonal Agricultural Worker Protection Act (29 CFR Part 500). I understand that false certification may subject me to criminal prosecution under 18 U.S.C. 1001, which reads: "Except as otherwise provided in this section, whoever, in any matter within the jurisdiction of the executive, legislative, or judicial branch of the Government of the United States, knowingly and willfully falsifies, conceals, or covers up by any trick, scheme, or device a material fact; makes any materially false, fictitious, or fraudulent statement or representation; or makes or uses any false writing or document knowing the same to contain any materially false, fictitious, or fraudulent statement or entry; shall be fined under this title or imprisoned not more than 5 years, or both." Sponsor’s Signature (RO/ARO) Date (mm-dd-yyyy) Program Sponsor Name Intrax Career Training Program Number P-4-10008 Page 1 of 9
  • 2. DS-7002 04-2007 *Public reporting burden for this collection of information is estimated to average 60 minutes per response, including time required for searching existing data sources, gathering the necessary data, providing the information required, and reviewing the final collection. Persons are not required to provide this information in the absence of a valid OMB approval number. Send comments on the accuracy of this estimate of the burden and recommendations for reducing it to: U.S. Department of State (A/ISS/DIR) 1800 G St. NW, Washington, DC 20520. Page 2 of 9
  • 3. Program Sponsor Name Intrax Career Training Program Number P-4-10008 . TRAINING/INTERNSHIP PLACEMENT PLAN An acceptable Training/Internship Placement Plan should cover a definite period of time and should consist of definite phases of training or tasks performed with a specific objective for each phase. The plan must also contain information on how the trainees/interns will accomplish those objectives (i.e. classes, individual instruction, shadowing, etc.). Each phase must build upon the previous phase to show a progression in the training/internship. A separate copy of page 2 must be completed for each phase if applicable (i.e.; if the trainee/intern is rotating through different departments). Name of Trainee/Intern (Last, First, MI) Trainee Field of Training/Internship Business Administration Name of Phase Business Administration Start Date for this Phase 01-04-2010 (mm-dd-yyyy) End Date for this Phase 02-26-2010 (mm-dd-yyyy) Phase 1 of 6 Specific Objective for This Phase In this phase the trainee will be introduced to the company’s day-to-day operations in order to gain an understanding of all the companies systems and procedures. During this phase the trainee will become familiar with the businesses products and services while learning its vernacular. Skills to be Imparted for This Phase - Introduction to the company's day-to-day administrative operations. - Understanding of the company's database and computer systems and networks. - Develop familiarity to the company's products and services. - Learning the common business vernacular. Justification for On-The-Job Training The trainee must learn through on the job training in order to develop a comprehensive understanding of US business practices and policies. It is important the trainee learns through active participation and exposure to real-world situations. For this reason, the use of on the job training is justified. All on the job training will be carefully demonstrated and monitored by a supervisor. Chronology or Syllabus of Training or Tasks Performed During This Phase - Orientation to introduce the trainee to the company, staff and general procedures. - Study company manuals, pricing, structure, and policies. - Assist with managing data and records. - Projects to familiarize the trainee with the company's computer systems and networks. - Review the company's website. - Projects in organization and management of the office. Method of Evaluation and the Frequency of Supervision During This Phase The supervisor will be present at all times during this phase to monitor the trainee's progress. At the end of the phase, the supervisor will review the trainee's understanding and skill level to ensure s/he is prepared for the next phase. DS-7002 Page 3 of 9
  • 4. Program Sponsor Name Intrax Career Training Program Number P-4-10008 . TRAINING/INTERNSHIP PLACEMENT PLAN An acceptable Training/Internship Placement Plan should cover a definite period of time and should consist of definite phases of training or tasks performed with a specific objective for each phase. The plan must also contain information on how the trainees/interns will accomplish those objectives (i.e. classes, individual instruction, shadowing, etc.). Each phase must build upon the previous phase to show a progression in the training/internship. A separate copy of page 2 must be completed for each phase if applicable (i.e.; if the trainee/intern is rotating through different departments). Name of Trainee/Intern (Last, First, MI) Trainee Field of Training/Internship Business Administration Name of Phase Business Operations Start Date for this Phase 03-02-2010 (mm-dd-yyyy) End Date for this Phase 04-30-2010 (mm-dd-yyyy) Phase 2 of 6 Specific Objective for This Phase In the phase the trainee will learn the inventory procedures of the company. Through this phase, the trainee will learn about cost control, overheard, and effective management of resources. The trainee will also learn about equipment maintenance, interoffice communication and basic accounting. Skills to be Imparted for This Phase - Training in the inventory management procedures of the company. - Knowledge of cost control, overhead, and effective management of resources. - Training in interoffice communication. - Understanding of equipment maintenance procedures. - Basic accounting training: accounts payable, accounts receivable, payroll, general ledgers and statement reporting. Justification for On-The-Job Training The trainee must learn through on the job training in order to develop a comprehensive understanding of US business procedures and policies. It is important the trainee learns through active participation and exposure to real-world situations. For this reason, the use of on the job training is justified. All on the job training will be carefully demonstrated and monitored by a supervisor. Chronology or Syllabus of Training or Tasks Performed During This Phase - Assist with inventory: assessing items, ordering, shipping, receiving and cataloguing. - Review and Evaluate the company's overhead, budgets, and cost control reports. - Assist with communication within the company: distributing memos, emails, and coordinating meetings. - Assist with maintaining proper and optimal use of equipment. - Activities in accounting: inputting information, processing checks, communicating with vendors, collections, reviewing and processing statements. Method of Evaluation and the Frequency of Supervision During This Phase The supervisor will be present at all times during this phase to monitor the trainee's progress. At the end of the phase, the supervisor will review the trainee's understanding and skill level to ensure s/he is prepared for the next phase. DS-7002 Page 4 of 9
  • 5. Program Sponsor Name Intrax Career Training Program Number P-4-10008 . TRAINING/INTERNSHIP PLACEMENT PLAN An acceptable Training/Internship Placement Plan should cover a definite period of time and should consist of definite phases of training or tasks performed with a specific objective for each phase. The plan must also contain information on how the trainees/interns will accomplish those objectives (i.e. classes, individual instruction, shadowing, etc.). Each phase must build upon the previous phase to show a progression in the training/internship. A separate copy of page 2 must be completed for each phase if applicable (i.e.; if the trainee/intern is rotating through different departments). Name of Trainee/Intern (Last, First, MI) Trainee Field of Training/Internship Business Administration Name of Phase Customer Service Training Start Date for this Phase 05-01-2010 (mm-dd-yyyy) End Date for this Phase 06-30-2010 (mm-dd-yyyy) Phase 3 of 6 Specific Objective for This Phase In this phase the trainee will learn about the company’s customer service procedures, philosophies, and strategies. During this time the trainee will learn to evaluate the customer’s service satisfaction and understand the company’s customer correspondence methods. Throughout this phase the trainee will develop communication, negotiation, problem-solving and interpersonal skills. Skills to be Imparted for This Phase - Learn the company's customer service philosophy, procedures, etiquette, and strategies. - Learn to evaluate the customer service satisfaction index. - Understand methods for customer correspondence. - Develop communication, negotiation, problem-solving and interpersonal skills. Justification for On-The-Job Training The trainee must learn through on the job training in order to develop a comprehensive understanding of US business procedures and policies. It is important the trainee learns through active participation and exposure to real-world situations. For this reason, the use of on the job training is justified. All on the job training will be carefully demonstrated and monitored by a supervisor. Chronology or Syllabus of Training or Tasks Performed During This Phase - Assist the department's staff with client inquiries, concerns and defusing negative situations. - Address all client correspondence and communication including emails, letters and phone calls. - Manage and update the client database. - Conduct client satisfaction surveys. - Review, evaluate and make conclusions on the customer service satisfaction index. Method of Evaluation and the Frequency of Supervision During This Phase The supervisor will be present at all times during this phase to monitor the trainee's progress. At the end of the phase, the supervisor will review the trainee's understanding and skill level to ensure s/he is prepared for the next phase. DS-7002 Page 5 of 9
  • 6. Program Sponsor Name Intrax Career Training Program Number P-4-10008 . TRAINING/INTERNSHIP PLACEMENT PLAN An acceptable Training/Internship Placement Plan should cover a definite period of time and should consist of definite phases of training or tasks performed with a specific objective for each phase. The plan must also contain information on how the trainees/interns will accomplish those objectives (i.e. classes, individual instruction, shadowing, etc.). Each phase must build upon the previous phase to show a progression in the training/internship. A separate copy of page 2 must be completed for each phase if applicable (i.e.; if the trainee/intern is rotating through different departments). Name of Trainee/Intern (Last, First, MI) Trainee Field of Training/Internship Business Administration Name of Phase Marketing and Sales Start Date for this Phase 07-01-2010 (mm-dd-yyyy) End Date for this Phase 08-31-2010 (mm-dd-yyyy) Phase 4 of 6 Specific Objective for This Phase During this phase the trainee will learn the company’s marketing and sales strategies and procedures. The trainee will develop skills in sales and will become familiar with client demographics so that they can be incorporated into the marketing strategy. Throughout this phase the trainee will learn the sales process from start to finish. Skills to be Imparted for This Phase - Learn the company's marketing and sales initiatives, strategies, and procedures. - Develop skills in sales: first contact, follow-up, closing, and up-selling. - Be familiarized with the client demographics and how to incorporate the information in developing a marketing strategy. - Train in advertising: branding, name recognition, dealing with vendors, interacting with advertising agencies. - Learn the sales process from start to finish: cold-call, presentation, negotiation. Justification for On-The-Job Training The trainee must learn through on the job training in order to develop a comprehensive understanding of US business procedures and policies. It is important the trainee learns through active participation and exposure to real-world situations. For this reason, the use of on the job training is justified. All on the job training will be carefully demonstrated and monitored by a supervisor. Chronology or Syllabus of Training or Tasks Performed During This Phase - Attend all marketing and sales team meetings. - Assist with marketing events, materials, and planning. - Accompany staff on sales meetings: learn to make first-contact, speak to potential clients and close the deal. - Deliver presentations to clients (under close supervision). - Develop the client base through communication and correspondence. - Assist with advertising: contact vendors, communicate with ad agencies and develop ideas for advertising the company's products and services. Method of Evaluation and the Frequency of Supervision During This Phase The supervisor will be present at all times during this phase to monitor the trainee's progress. At the end of the phase, the supervisor will review the trainee's understanding and skill level to ensure s/he is prepared for the next phase. DS-7002 Page 6 of 9
  • 7. Program Sponsor Name Intrax Career Training Program Number P-4-10008 . TRAINING/INTERNSHIP PLACEMENT PLAN An acceptable Training/Internship Placement Plan should cover a definite period of time and should consist of definite phases of training or tasks performed with a specific objective for each phase. The plan must also contain information on how the trainees/interns will accomplish those objectives (i.e. classes, individual instruction, shadowing, etc.). Each phase must build upon the previous phase to show a progression in the training/internship. A separate copy of page 2 must be completed for each phase if applicable (i.e.; if the trainee/intern is rotating through different departments). Name of Trainee/Intern (Last, First, MI) Trainee Field of Training/Internship Business Administration Name of Phase Human Resources Start Date for this Phase 09-01-2010 (mm-dd-yyyy) End Date for this Phase 10-30-2010 (mm-dd-yyyy) Phase 5 of 6 Specific Objective for This Phase In the phase the trainee will learn the regulations and laws regarding labor while becoming familiar with the company’s documents, forms, and policies. During this phase the trainee will learn about the recruiting and interviewing process for new employees. The trainee will also develop employee evaluation and discipline methods. Skills to be Imparted for This Phase - Learn State and Federal regulations and labor laws. - Be familiarized with HR documents, forms, and policies. - Understand new-hire recruiting and interviewing process. - Employee evaluation techniques. - Employee discipline methods. Justification for On-The-Job Training The trainee must learn through on the job training in order to develop a comprehensive understanding of US business procedures and policies. It is important the trainee learns through active participation and exposure to real-world situations. For this reason, the use of on the job training is justified. All on the job training will be carefully demonstrated and monitored by a supervisor. Chronology or Syllabus of Training or Tasks Performed During This Phase - Receive instruction and study State and Federal regulations and labor laws. - Assist in processing new-hire documentation and forms. - Observe the HR operations, taking notes and assisting with various activities. - Participate in employee candidate interviews. - Screen applications. - Advertise open positions. - Assist with employee evaluation: administering reviews, assessing training and development. - Assist with dismissal and discipline (if circumstances arise). Method of Evaluation and the Frequency of Supervision During This Phase The supervisor will be present at all times during this phase to monitor the trainee's progress. At the end of the phase, the supervisor will review the trainee's understanding and skill level to ensure s/he is prepared for the next phase. Page 7 of 9
  • 9. Program Sponsor Name Intrax Career Training Program Number P-4-10008 . TRAINING/INTERNSHIP PLACEMENT PLAN An acceptable Training/Internship Placement Plan should cover a definite period of time and should consist of definite phases of training or tasks performed with a specific objective for each phase. The plan must also contain information on how the trainees/interns will accomplish those objectives (i.e. classes, individual instruction, shadowing, etc.). Each phase must build upon the previous phase to show a progression in the training/internship. A separate copy of page 2 must be completed for each phase if applicable (i.e.; if the trainee/intern is rotating through different departments). Name of Trainee/Intern (Last, First, MI) Trainee Field of Training/Internship Business Administration Name of Phase Management Training Start Date for this Phase 11-02-2010 (mm-dd-yyyy) End Date for this Phase 12-30-2010 (mm-dd-yyyy) Phase 6 of 6 Specific Objective for This Phase During this phase the trainee will learn the management strategy and philosophy of the organization. The trainee will receive training in budgeting, cost analysis, and profit-maximization. In this phase the trainee will also learn about departmental coordination and personnel management procedures. Skills to be Imparted for This Phase - Learn the management philosophy and strategy. - Training in budgeting, cost analysis, and profit-maximization. - Personnel management training: scheduling, hiring, evaluating (building on the training from the previous phase.) - Departmental coordination procedures: communication, integration. Justification for On-The-Job Training The trainee must learn through on the job training in order to develop a comprehensive understanding of US business procedures and policies. It is important the trainee learns through active participation and exposure to real-world situations. For this reason, the use of on the job training is justified. All on the job training will be carefully demonstrated and monitored by a supervisor Chronology or Syllabus of Training or Tasks Performed During This Phase - Shadow and observe the manager to learn his responsibilities and duties. - Assist with managerial activities: leading meetings, communicating with staff, and delegating assignments. - Personnel management: scheduling employees to maximize efficiency and reduce labor cost. Evaluating and monitoring employees. - Review the company's budgets and finances on a weekly basis. - Develop strategies for expanding the company's services, optimizing efficiency and maximizing profits. Method of Evaluation and the Frequency of Supervision During This Phase The supervisor will be present at all times during this phase to monitor the trainee's progress. At the end of the phase, the supervisor will review the trainee's understanding and skill level to ensure s/he is prepared for the next phase. DS-7002 Page 9 of 9
  • 10. Program Sponsor Name Intrax Career Training Program Number P-4-10008 . TRAINING/INTERNSHIP PLACEMENT PLAN An acceptable Training/Internship Placement Plan should cover a definite period of time and should consist of definite phases of training or tasks performed with a specific objective for each phase. The plan must also contain information on how the trainees/interns will accomplish those objectives (i.e. classes, individual instruction, shadowing, etc.). Each phase must build upon the previous phase to show a progression in the training/internship. A separate copy of page 2 must be completed for each phase if applicable (i.e.; if the trainee/intern is rotating through different departments). Name of Trainee/Intern (Last, First, MI) Trainee Field of Training/Internship Business Administration Name of Phase Management Training Start Date for this Phase 11-02-2010 (mm-dd-yyyy) End Date for this Phase 12-30-2010 (mm-dd-yyyy) Phase 6 of 6 Specific Objective for This Phase During this phase the trainee will learn the management strategy and philosophy of the organization. The trainee will receive training in budgeting, cost analysis, and profit-maximization. In this phase the trainee will also learn about departmental coordination and personnel management procedures. Skills to be Imparted for This Phase - Learn the management philosophy and strategy. - Training in budgeting, cost analysis, and profit-maximization. - Personnel management training: scheduling, hiring, evaluating (building on the training from the previous phase.) - Departmental coordination procedures: communication, integration. Justification for On-The-Job Training The trainee must learn through on the job training in order to develop a comprehensive understanding of US business procedures and policies. It is important the trainee learns through active participation and exposure to real-world situations. For this reason, the use of on the job training is justified. All on the job training will be carefully demonstrated and monitored by a supervisor Chronology or Syllabus of Training or Tasks Performed During This Phase - Shadow and observe the manager to learn his responsibilities and duties. - Assist with managerial activities: leading meetings, communicating with staff, and delegating assignments. - Personnel management: scheduling employees to maximize efficiency and reduce labor cost. Evaluating and monitoring employees. - Review the company's budgets and finances on a weekly basis. - Develop strategies for expanding the company's services, optimizing efficiency and maximizing profits. Method of Evaluation and the Frequency of Supervision During This Phase The supervisor will be present at all times during this phase to monitor the trainee's progress. At the end of the phase, the supervisor will review the trainee's understanding and skill level to ensure s/he is prepared for the next phase. DS-7002 Page 9 of 9