Workshop materials project

Designing Instructional Material for Credit Training

A four-unit workshop on the structure, analysis and recommendation of a credit assessment memo.

About This Project

Purpose of the workshop

The purpose of this training is to emphasize the importance of accurately completing a Credit Assessment Memo (CAM), which is crucial for enabling senior credit management to make well-informed decisions. Specifically, you will be able to distinguish the structure of a comprehensive CAM, identify its key sections, and discover the necessary information for each section with special emphasis on how to synthesize a conclusion and recommendation that align consistently with the findings presented in these sections.

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Process and Approach

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Project details

Organization

First Local Bank

My Role

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Duration

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Format

Workshop (four units)

Languages

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Tools

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Objectives

Objectives of the Workshop

At the end of this workshop, you will be able to:

Identify the core purpose of a CAM (Unit 1)
Describe the structure of a CAM (Unit 2) List the main sections of a CAM with their respective sources of information,
Highlight the significance and purpose of each section for decision-making
Conduct a comprehensive analysis of financials, risk, and collateral (Unit 3) Highlight the significance of financial and risk analysis in credit decision-making
Record the outcomes in the designated sections of the credit assessment memo
Synthesize a conclusion and a recommendation that integrates assessment findings and highlights their implications with consistency and with no errors (Unit 4)

Take a Peek

Explore selected activities, knowledge checks and interactive explanations from the course.

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Interactive explanation

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Story-based scenario

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Knowledge check

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Portfolio

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Design document · Banking

Design Plan for Training Program

Objectives and a delivery plan for an in-class program that teaches senior and junior analysts to complete a consistent CAM.

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Job aid · Process workflow

Developing a Process Workflow

A step-by-step CAM workflow with a process map, key contacts and hand-offs, part of a ToolKit Library job aid.

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Needs analysis · Banking

Learning Needs Assessment

Defining the training need behind incomplete credit assessment memos and the 30-minute program designed to close it.

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