Trainer

Development
Program FY 19-20
Plan
Why Trainer Development?

Business Problem
• New diversified demography of
There is a need to create a
trainers structured learning path
• Fast track functional expertise to
to develop the new
address current age trainers, retain and grow
organizational
needs
vintage performers and help build a talent pipeline
• Build new leadership pipeline

for successive
• Employee roles.
retention

2
New Trainer Development Areas
Identified
Tacit Knowledge – Application of
2 Domain Expertise the above in real life situations
3
• Processes • Customer Facing
• Products and Services How to handle different kind of customers
• Financial Markets & Competition Customer Product Mapping
• Functional Programs and Tools How to position life insurance products vis a vis other
investment options
How to complete the documentation to ensure issuance
Service a customer
• Training
What program to conduct for what kind of audience
Identify individual support and development areas
• Stakeholder Facing
How to partner the stakeholder to become a solution
1 provider
Life Insurance How to read different MIS to come up with meaningful
Concepts, principles and belief in the industry conclusions
How to meaningfully engage with my stakeholder

Facilitation & Presentation Skill

4
1 2 3 4
3
Target Audience

1 to 3 year
New Training Vintage Training
Training
Managers Managers
Managers
Characteristics: Characteristics:
Characteristics: • Bring stability to the
• Still learning the
• Young and system
skill.
energetic • Master of their trade.
• Huge scope of
• Non industry • Hunger for
improvement.
• Bright academics

Objective: Objective:
Objective: To make them effective Keep them positively
trainers with business engaged and provide
Build acumen and
orientation and high multiple platforms for
efficiency of a 5 year
domain skills them to exhibit their
old trainer. 4
expertise
How Will We Do This?
The Trainer Development Program would involve structured learning interventions
of four types:

SUPERVISOR SPECIAL
LEAD INITIATIVES
INITIATIVES

CENTRAL SELF LEAD

INITIATIVES INITIATIVES

5
New Trainer Development Roadmap
Training Skills
Life Insurance Domain
(Central Initiative)
• Online Learning of • Monthly 1 Hr Zoom call
IC38 through app to be conducted by the HIP & FSW (2 plus 2 days)
• IC38 Exam ZTM and domain expert
(vintage trainer). Base
content to be provided by
HO.
• Monthly tests for all the
trainers PAN India

Boot Camp Tacit Knowledge

• 100 Sales Calls

Organized within the first • Work as a trainee in
60 days – 5 Days the local operations team
for a week (5 Days).
• Supervisor led
development –
Observation,
Demonstration and
Coaching Format (1 Day
6
per Quarter)
Learning Journey – 1 to 3 years

Nomination
Based
1 3 (Same for all buckets)
(1 to 2 Days
5
depending
on the
LAP Based Program)

Assessment Self
Supervisor
Center Learning
Led
(2 Days) (to drive zonal agenda
Same for all buckets)

1 Day per
2 (

Month)
4

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Programs in each category – L.A.P.
• Learn: To have complete domain knowledge of all the products, IC38, processes and architecture modules.
• Advance: To be able to conduct FUNCTIONAL training programs in a prescribed format using effective
presentation skills in order to create an impact on the participant.

• Perform: To be able to facilitate training programs to ensure maximum learning and create a measurable
impact on the field.

L: Monthly A P
• Business Insurance Expert –
Zoom Programs • Attend Zoom TDP Calls (1 Zoom TDP Monthly
on - Hour Every Month) • FSW2 (2 Days)
• Supervisor led • Gyanoday Program Nomination
•IC38 development (1 Day (1 Day)
•Architecture Modules monthly) • Direct entry in the last round of
contests (1 Day)
•Financial Market • FSW (2 Days) • ABC Finishing School (2 Days)
•Products • Business Impact Project (5
•Processes Days)
•FMA
Learning Journey – 3 years plus
Mapped to
Nomination
Trainers to
Based
buddy in the (Same for all buckets)
learning (1 to 2 Days
Assessment
journey depending
Center
(1 hr weekly on the
(2 Days)
call) Program)

01 02 03 04 05 06
ABC
Champion Conduct Business
Team Zoom TDP Exposure
Formulation (1 Hr Zoom
for SPOC for call)
every zone

9
Specialized Interventions

NOMINATION BASED
SUPERVISOR LEAD

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