How We Customize Programs

Research shows that optimal learning transfer takes place when participants can relate new information to their real-world work environments. That means making a direct link between relevant content and real-life experiences.

Chart’s customization process identifies productivity gaps and translates mission-critical skills, behaviors, and concepts into relevant applications on the job. At times the customization process will reveal hidden underlying issues which if appropriate, will be addressed through training or coaching. The goal is not only to create performance improvement and effective cultural change, but also to deliver learning that lasts. Targeted, relevant content backed by management support drives desired results.

From information gathering to execution, Chart partners with you throughout the development process to create relevant, targeted training that drives performance improvement. Here are a few of the resources we use for customization:

Observations and Interviews

1. Field observation of appropriate participants: top producers, managers, executive team, service staff, team members.
2. Interviews and or surveys of staff trainers and program developers.
3. Interviews and or surveys with sales representatives, support staff, team members, and managers.

Your Organization’s Information Resources

4. Existing materials where appropriate:

mission/vision/values statement
meeting agenda/invitation
training programs-table of contents
sales tracking reports
articles about your organization
key product brochures
special promotions/campaigns
strategic plan/objectives
service measurements
annual report
sample performance appraisal
organization chart
association newsletter/magazine
service standards
business/marketing plan
job descriptions
staff/organization newsletter
feedback tools
customer/member newsletter
service recognition programs
list of awards/contests
recognition programs
existing sales tools
other training department resources

Outside Information Resources

Chart Learning Solutions and American Training Association’s Resource library (books, audios, videos)
Existing training programs
Latest statistical on-line information and research
Information/tools from leading associations, including NSA, American Management Association, and American Society of Training and Development