Optimization of the bank consumer business training organization through maximizing the FTE capacity utilization for training delivery, and standardizing the taxonomy of business trainer roles

• Main Author: Tirona, Juan Miguel Martin N.
• Format: text
• Language: English
• Published: Animo Repository 2017
• Subjects: Employees > Training of; Personnel management; Business Administration, Management, and Operations
• Online Access: https://animorepository.dlsu.edu.ph/etd_masteral/5795
• Institution: De La Salle University

This Action Research (AR) aimed to address issues arising from the suboptimal state of the Bank Consumer Business Training Organization and align it with the company-wide initiative to refocus strategic priorities and streamline operations. Kotters 8-Step Process for Leading Change was employed as the primary guide through the implementation of the study. This AR was conducted over two cycles with varying areas of focus and objectives. This AR formed part of a larger optimization effort within the Bank; as such a preparatory action to set the baseline of the study was conducted through employing various data gathering and inquiry methods, most notably of which was a Business Trainer Survey to measure how trainers spent their time, and the mapping of present taxonomy for the role of Business Trainer as measured through a Full Time Equivalent (FTE) count. In addition, this step also highlighted collaboration between the author and senior members of the Regional Training Organization stemming from discussions which identified and classified all present functions/activities being performed by each employee as either in-scope or out-of-scope of the training function. The first and second cycles focused primarily on a time and motion study to optimize training units by the use of the Business Training Black Box. This tool computed the demand for FTE required to deliver training with inputs on the training hours, target population, attrition rate, and competency assumptions. Though there was no formal close to the study due to multiple factors, the study succeeded in defining the taxonomy of the role of a trainer within the organization; listing priority activities which are within their purview; and determining a homogenous delivery structure that would result in the economical utilization of its key resources the trainers.