Question

Provide an example of a learning plan for an individual. This plan might be for someone you work with. Alternately, it might be for a friend or family member who needs to or wants to obtain certain knowledge or develop specific skills to join the workforce.

Comment on:

1. The level of detail provided in the plan.
2. Whether the plan was created in consultation with the intended participant and how this consultation was carried out.
3. In general, how effective the plan was (or you believe will be) in achieving the stated goals. Explain why you think it will be or will not be effective.

Answer 1

Provide an example of a learning plan for an individual. This plan might be for someone you work with. Alternately, it might be for a friend or family member who needs to or wants to obtain certain knowledge or develop specific skills to join the workforce Example Taken-A family member who is in front sales job in insurance sector and learns about the basic skills of selling Comment on The level of detail provided in the plan. Time period 3 months Nature- One to one coaching and giving live assignments so that in the end of 3 month participant can see the difference Problem statement- To be a star front line salesman Name of the learning Plan- 7 steps of selling Example considered- Front line sales job-Selling Insurance policy to customer Details of the course First Month- People learn 10 % in classroom, 20% through coaching and 70% through experience Sometimes front line sales manager-Lack communication skills, lacks company product knowledge or over aggressive sales pitch without understanding customer needs and listening to customers properly Step 1-Get Account knowledge- Gather data customer like his address, company ,earning and lifestyle Use the information about him in public domain like social media or print media Take the knowledge from it so that we can use that when we approach customer Step 2-Define customer needs Weather he needs an insurance policy or not what can be sum assured What is his current financial health are any dependants or loans may be Type of insurance term plan, accidental or health insurance Step 3-Set priorities What we need do first and what at last Which part of the job urgent and important Weather I can delegate some part of the job to other to save time Give the task to do live project and select any real life case

Second Month- Learning through live project for first three steps and understand the difficulties faced and lessons learned Step 4-Decide what you want to sell Through all the knowledge we get to know what customer need for example in this case let's say customer does not have health insurance policy We must know the feature, function and benefits above USP of our product so that we know our competitive advantage Step 5-Plan The Call Take time from customer Gather all the requirement and solution provided by your product Carry on the live project and add the step 4 and 5 Third Month Learning through live project for 4rth and 5th steps and understand the difficulties faced and lessons learned Step 6-Implemet the call This is the steps beyond our territory and out of our comfort zone This step is keeping foot on a warzone Start with general discussion and try to investigate further through your knowledge about the client his requirement and demonstrate how well you can solve his problem Take commitment form client Ensure to get away from any traps like about pricing or documentation Listen well to customer Don't throw random answers unless you know the proper answer Step7-Review Call/Decide next steps If the call went well and customer given commitment that go ahead or else go through all the standard steps for new client Review what went well and bad Carry on the live project and share the same in the end of formal learning schedule

Whether the plan was created in consultation with the intended participant and how this consultation was carried out Answer- Yes plan created in consultation with the participant. Process of con sultation 1. Know the current pain point 2. Understand the nature of learning required 3. Understand the general know how of his area of interest and business knowledge (Front line sales in this scenario) 4. Understand the difference between standard/best practices v/s the current practice of the individual. 5. Relavant example of the field/nature of the work area (Front line sales in this scenario) 6. Case studies or on the job projects for better understanding 7. Check points and feedback system 8. Areas of improvement as Ilearning is a continuous process In general, how effective the plan was (or you believe will be) in achieving the stated goals. Explain why you think it will be or will not be effective. Plan will be effective because The learning plan is tailor made for the participant It will clear out the difference between current flow of actions against the standard/best practices Relevant case study and examples from concerned areas of interest/working i.e front line sales Involvement of participant will be high as he can correlate to his professional/personal life As learning is continuous process it will help to design solution map for any other problem statement in future Live project for demonstrating the skills that need to be fixed or developed over time and understanding the solution of pain points in current practice through live examples