Training design project

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.

About This Project

The First Local Bank has initiated a project to develop a brief 30-minute in-class training program for senior and junior credit analysts working within corporate and SME departments. The primary objective of this program is to equip credit analysts, who possess diverse levels of experience, with the necessary skills to efficiently and consistently fill out a complete credit assessment memorandum (CAM).

This training program aims to ensure that these professionals are well-versed in the complexities of properly filling out a complete and consistent CAM, hence enabling informed decision-making by credit committee members. This strategic endeavor aims to enhance the overall quality of the bank’s credit portfolio by minimizing non-performing loans (NPLs), hence avoiding financial losses.

Process and Approach

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Project details

Organization

First Local Bank

My Role

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Duration

30 minutes

Format

In-class training program

Languages

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Tools

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Objectives

Learning Objectives

By the end of this training program, learners will be able to properly fill out a complete and consistent credit assessment memo (CAM) by achieving the below main and supporting objectives:

Identify the core purpose of a CAM given a sample credit assessment memo with at least 90 % accuracy.
Describe the structure of a CAM with 100% accuracy and with no assistance.
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 with an accuracy rate of 90% or higher using a complete set of financial statements and a CAM template
Highlight the significance of financial and risk analysis in credit decision-making
Accurately record the outcomes in the designated sections of the credit assessment memo
Synthesize a conclusion and a recommendation that integrates the assessment findings and highlights their implications with consistency and with no errors. given a filled-out CAM and a checklist.

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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Workshop materials · Banking

Instructional Material for Credit Training

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

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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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Performance design · Banking

High-Level Design for Performance Enhancement

A blend of training, job aids and work-environment changes that help credit analysts submit complete CAMs on time.

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