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TRAINING PROPOSAL
&
ADHERENCE HANDBOOK
Table of Contents
Abbreviations _______________________________________________________________________________________ 2
1 Program Overview__________________________________________________________________________ 3
1.1 Introduction_______________________________________________________________________________ 3
1.2 Purpose_______________________________________________________________________________ 3
1.3 The Plan_______________________________________________________________________________ 3
1.4 The Payoff_______________________________________________________________________________ 4
2 Program Details___________________________________________________________________________ 5
2.1The Experienced Hires____________________________________________________________________________ 5
2.1.1 Training Modules_______________________________________________________________________________ 6
2.1.2Training Gantt Chart____________________________________________________________________________ 7
3 Assessment Needs_________________________________________________________________________9
3.1Individual Assessments___________________________________________________________________________ 9
3.2 Evaluation_______________________________________________________________________________ 9
3.3 Action Plan_______________________________________________________________________________ 9
4 On Job Training (OJT)_______________________________________________________________________10
4.1Process Refresher Training_______________________________________________________________________ 10
Abbreviations
BPO/BPM: Business Process Outsourcing/ Business Process Management
L&D: Learning and Development
LMS: Leaning Management System
1 Program Overview
1.1 Introduction
In respect to the line of business, this document will focus on the training delivery for the requirement of
training the fresh graduates, lateral hires or experienced hires in the field of Outbound calling services/
customer services specially designed for CombinaBPM Tech Pvt Ltd. The proposal consists of identifying
the training needs as per the business requirements of an BPO/BPM1 industry. The proposal has been broadly
filtered into different categories has been broadly filtered into different sections and sub section.
1.2 Purpose
The L&D2 or the Training (whichsoever implies) focuses in building and bridging the gap in the increasing
demand in the industry. This highly interactive training provides a toolbox of skills for effectively and
efficiently handling all types requsities in the domain for customer service, branding a call, call handling,
negotiation, call pitch, sales and closure. The trainees or the participants will learn key skills and effective
refresher training which will help to improve heir performance and present a professional, knowledgeable
impact on the the image which will reflect well on your company. At the training traning proposal conclusion,
you should be able to :
● Training delivery for the fresh graduate hires
● Training path for the fresh graduate hires, this includes the time line on a Gantt chart.
● Modules specially desinged for the fresh graduates in the BPO - Customer sevice industry.
● Recognise the barriers for the lateral/ experienced hires.
● Separate training path for the lateral/ experienced hires along with the time frame.
● Demonstrate an action plan for exisiting executives.
1.3 The Plan
The training will design, develop and deliver customized training materials, workshops and on floor trainings
to equip, inspire and engage trainees to take their service delivery to another level. This transformative and
continuous progressive programs will include use of LMS3 or any alternative platform used in training,
exercises, practical examples and real-time coaching in fun yet focused environment.
1.4 The Payoff
❖ Define an exceptional and increase competancy from the competitors and commitment to deliver
execptional BPO - Customer service ‘outbound’ skillsets
❖ Equip the new fresh graduate hires and the lateral/ experience recruiters with proven techniques to
build rapoort, win-win situation.
❖ Highlight the power of setting a first impression, branding a business and reveal secrets in
mastering the initial moments that will set the pitching in to the customer/ client.
❖ Promote and push the standards of the training delivery consistency.
❖ Emphasize on ownership and motivating the executives to continually improve the quality.
❖ And as always more !
2 Program Details
The training will value client relationship (operations and stakeholders) and always strive to build a long
lasting loyal relationship. In the same, I will recommend custom tailored training delivery for substantial
batches catergorized in the following
❖ Fresh graduate hires - The trainees without any prior expertise into th BPO industry.
❖ The Experienced/ Lateral hires - The trainees having atleast 6 months or above in the same domain
2.1 The Experienced Hires
This includes desinging / re-designing the existing slides meant specifically for thorough depth knowledge of
how this industry works.
Program Details
Keys to introduce training and development to BPO Industry
Comments:
Deliverables include:
1. Custom designed slides.
2. Associated handouts and giveaways.
3. Presentations on different modules.
4. Seting standards and bars.
5. Evaluation and Feedback generation.
6. Documentations and graduation.
7. On floor support through mentoring programs.
Session
1. Batch size approx b/w 10 - 20.
2. Training module delivery length
3. Date and Time to be allotted
2.1.1 Training Modules
The training will focus on the following categories for fresh graduate new hires:
1. US Geography and Cultural Differences.
This accounts to a broader perspective in understanding US territory and how their culture is
different to other. Training includes presentation on:
❖ US geography, states and captial
❖ History of the US - Includes the key historic moments
❖ Bank holidays
❖ Time zones and Daylight Saving time
❖ Political image
❖ Popular places & Sample videos.
2. V&A Training
The V&A comprises of different levels of training based on the business requirements of the
executive. This will vary according to time.
❖ V&A Level 1
◆ Understanding Consonant
◆ Vowels
◆ Pitches
◆ Pronunciation and understanding what is MTI
◆ Business Etiquttes and verbal communication
◆ Sample videos
❖ V&A Level 2 (Optional - as per business requirements)
◆ Dipthongs
◆ Tenses
◆ Global English Principles
◆ Subject-Verb agreement
◆ Liaisons and Reductions
3. Communication Training
This module covers the essentials of communication training, Training includes presentation on:
❖ Listening skills
◆ Types of Listening
❖ Voice tone & Pitching in the call (Branding)
❖ Intonations and Pauses
❖ Differnce between hearning and listening
❖ Sample videos.
2.1.2 Training Gantt Chart
*Please account the dates to be hypothetical.
3 Assessment Needs
3.1 Individual Assessments
All the trainee and the participants will encompass a predesigned activities, test and feebacks which will be
cumulated and sent as daily feedbaclk report. Addtionally the trainees will appear for a computer based subjective
test. The breakup for the individual assessments is mentioned below.
3.2 Evaluation
The evaluation will be carried out in two phases. Prior being the ownership of the training, the training will
recommend the possibilities and the evaluation of individual trainee. The later will be the evaluation by the
operations manager/ VP who so ever implies first.
3.3 Action Plan
This includes any conflicts, absence from training or training period observations with red flags. The training will
report to the operations and the HR in regards to the same for appropriate policies.
Modules Weightage
Training Feedback 15%
Functional/ Training Assessments 55%
Training attendance 40%
4 On Job Training (OJT)
The training emphasizes the requirement for OJT and refresher trainings within time regular time intervals. This can
be again classified into two categories:
4.1 Process Refresher Training

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Training proposal & adherence handbook

  • 2. Table of Contents Abbreviations _______________________________________________________________________________________ 2 1 Program Overview__________________________________________________________________________ 3 1.1 Introduction_______________________________________________________________________________ 3 1.2 Purpose_______________________________________________________________________________ 3 1.3 The Plan_______________________________________________________________________________ 3 1.4 The Payoff_______________________________________________________________________________ 4 2 Program Details___________________________________________________________________________ 5 2.1The Experienced Hires____________________________________________________________________________ 5 2.1.1 Training Modules_______________________________________________________________________________ 6 2.1.2Training Gantt Chart____________________________________________________________________________ 7 3 Assessment Needs_________________________________________________________________________9 3.1Individual Assessments___________________________________________________________________________ 9 3.2 Evaluation_______________________________________________________________________________ 9 3.3 Action Plan_______________________________________________________________________________ 9 4 On Job Training (OJT)_______________________________________________________________________10 4.1Process Refresher Training_______________________________________________________________________ 10
  • 3. Abbreviations BPO/BPM: Business Process Outsourcing/ Business Process Management L&D: Learning and Development LMS: Leaning Management System
  • 4. 1 Program Overview 1.1 Introduction In respect to the line of business, this document will focus on the training delivery for the requirement of training the fresh graduates, lateral hires or experienced hires in the field of Outbound calling services/ customer services specially designed for CombinaBPM Tech Pvt Ltd. The proposal consists of identifying the training needs as per the business requirements of an BPO/BPM1 industry. The proposal has been broadly filtered into different categories has been broadly filtered into different sections and sub section. 1.2 Purpose The L&D2 or the Training (whichsoever implies) focuses in building and bridging the gap in the increasing demand in the industry. This highly interactive training provides a toolbox of skills for effectively and efficiently handling all types requsities in the domain for customer service, branding a call, call handling, negotiation, call pitch, sales and closure. The trainees or the participants will learn key skills and effective refresher training which will help to improve heir performance and present a professional, knowledgeable impact on the the image which will reflect well on your company. At the training traning proposal conclusion, you should be able to : ● Training delivery for the fresh graduate hires ● Training path for the fresh graduate hires, this includes the time line on a Gantt chart. ● Modules specially desinged for the fresh graduates in the BPO - Customer sevice industry. ● Recognise the barriers for the lateral/ experienced hires. ● Separate training path for the lateral/ experienced hires along with the time frame. ● Demonstrate an action plan for exisiting executives. 1.3 The Plan The training will design, develop and deliver customized training materials, workshops and on floor trainings to equip, inspire and engage trainees to take their service delivery to another level. This transformative and continuous progressive programs will include use of LMS3 or any alternative platform used in training, exercises, practical examples and real-time coaching in fun yet focused environment.
  • 5. 1.4 The Payoff ❖ Define an exceptional and increase competancy from the competitors and commitment to deliver execptional BPO - Customer service ‘outbound’ skillsets ❖ Equip the new fresh graduate hires and the lateral/ experience recruiters with proven techniques to build rapoort, win-win situation. ❖ Highlight the power of setting a first impression, branding a business and reveal secrets in mastering the initial moments that will set the pitching in to the customer/ client. ❖ Promote and push the standards of the training delivery consistency. ❖ Emphasize on ownership and motivating the executives to continually improve the quality. ❖ And as always more !
  • 6. 2 Program Details The training will value client relationship (operations and stakeholders) and always strive to build a long lasting loyal relationship. In the same, I will recommend custom tailored training delivery for substantial batches catergorized in the following ❖ Fresh graduate hires - The trainees without any prior expertise into th BPO industry. ❖ The Experienced/ Lateral hires - The trainees having atleast 6 months or above in the same domain 2.1 The Experienced Hires This includes desinging / re-designing the existing slides meant specifically for thorough depth knowledge of how this industry works. Program Details Keys to introduce training and development to BPO Industry Comments: Deliverables include: 1. Custom designed slides. 2. Associated handouts and giveaways. 3. Presentations on different modules. 4. Seting standards and bars. 5. Evaluation and Feedback generation. 6. Documentations and graduation. 7. On floor support through mentoring programs. Session 1. Batch size approx b/w 10 - 20. 2. Training module delivery length 3. Date and Time to be allotted
  • 7. 2.1.1 Training Modules The training will focus on the following categories for fresh graduate new hires: 1. US Geography and Cultural Differences. This accounts to a broader perspective in understanding US territory and how their culture is different to other. Training includes presentation on: ❖ US geography, states and captial ❖ History of the US - Includes the key historic moments ❖ Bank holidays ❖ Time zones and Daylight Saving time ❖ Political image ❖ Popular places & Sample videos. 2. V&A Training The V&A comprises of different levels of training based on the business requirements of the executive. This will vary according to time. ❖ V&A Level 1 ◆ Understanding Consonant ◆ Vowels ◆ Pitches ◆ Pronunciation and understanding what is MTI ◆ Business Etiquttes and verbal communication ◆ Sample videos ❖ V&A Level 2 (Optional - as per business requirements) ◆ Dipthongs ◆ Tenses ◆ Global English Principles ◆ Subject-Verb agreement ◆ Liaisons and Reductions 3. Communication Training This module covers the essentials of communication training, Training includes presentation on: ❖ Listening skills ◆ Types of Listening ❖ Voice tone & Pitching in the call (Branding) ❖ Intonations and Pauses ❖ Differnce between hearning and listening ❖ Sample videos.
  • 9. *Please account the dates to be hypothetical.
  • 10. 3 Assessment Needs 3.1 Individual Assessments All the trainee and the participants will encompass a predesigned activities, test and feebacks which will be cumulated and sent as daily feedbaclk report. Addtionally the trainees will appear for a computer based subjective test. The breakup for the individual assessments is mentioned below. 3.2 Evaluation The evaluation will be carried out in two phases. Prior being the ownership of the training, the training will recommend the possibilities and the evaluation of individual trainee. The later will be the evaluation by the operations manager/ VP who so ever implies first. 3.3 Action Plan This includes any conflicts, absence from training or training period observations with red flags. The training will report to the operations and the HR in regards to the same for appropriate policies. Modules Weightage Training Feedback 15% Functional/ Training Assessments 55% Training attendance 40%
  • 11. 4 On Job Training (OJT) The training emphasizes the requirement for OJT and refresher trainings within time regular time intervals. This can be again classified into two categories: 4.1 Process Refresher Training