Contract between L&D and the SME

Name of requester (SME or stakeholder)
Overview of needs analysis
Findings and recommendations – Link to business strategy
– and as I work in the financial sector, align to TCF (Treating customers fairly)
Solution – learning objectives, media, type of assessment
Benefits – Financial, strategic, legislative, customer
Dependencies and risks – Performance gap
– Technical constraints
Critical success factors – Embeds the principles of TCF (financial sector)
Evaluation and measurement strategy
1. Reaction to learning – immediate thoughts
2. Retention of learning – Pre and post assessment
3. Transfer of learning (Behavioural changes) 3 months
4. Results of learning – Business goal
5. Phillips ROI – How has the course made an impact?
Communications plan – Who, what, when, frequency


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