__________________________________________________________ Training Plans
SAMPLE TRAINING PLAN
Education at Work: Protech Training Plan
Student: ____________________________
Date: ______________________________
DEPARTMENT / POSITION:
Special Services / Operations Clerk
Rating Scale
1 = Not Applicable
2 = Exposed to Task
3 = Performs Task with Assistance
4 = Mastered Task
5 = Can Demonstrate Task to Others
I. Department Procedures
1
2
3
4
5
A. Tasks
1.
Researches $50-and-under overdraft/charge-offs for other account
relationships.
2.
Data entry on SAP.
3.
Responds to inquiries by customers and branches, performing research
when necessary.
4.
Performs follow-up with branch staff and/or customers, as appropriate.
5.
Has direct contact with vendors to give and receive updated
information.
6.
Assists in the preparation and filing of branch administration reports.
7.
Types letters, memos, and other documentation using Word software.
8.
Provides telephone coverage.
9.
Handles incoming and outgoing mail.
10. Keeps department filing current.
11. Produces letters to branches regarding customer overdraft.
12. Other duties as assigned:
B. Systems / Equipment Proficiency
1.
Uses computer to perform daily functions.
2.
Accurately uses 10-key adding machine.
3.
Efficiently operates telephone systems.
4.
Uses the fax machine.
5.
Operates the copying machine.
C. Terminology / Conceptual Understanding of Department
1.
Develops a working knowledge of the branch. Supports department and
all aspects of branch operations.
2.
Understands department filing system.
WBL Guide 2002 __________________________________________________ A -- 55