Instructor-Led and Blended Training

Goal Setting Session

Challenge

AT Unlimited’s employee retention has declined in the past 2 years. Their turnover rate has increased from 10.9% to 20%.  Based on qualitative data gathered in exit interviews, employees are leaving AT Unlimited because they feel unsupported in their roles. They are unsure of what makes a successful employee at AT Unlimited. The company’s onboarding process is too short- employees feel they got basic training on the company’s history and essential processes in their positions before being “thrown in” with little support. This has led to employee burnout after taking on too many tasks and not setting realistic goals for themselves.

Solution

AT Unlimited wants employees to feel more supported from day one, so this course on goal setting will be added to the onboarding tasks new employees complete. Though it will not be the only factor to impact the turnover rate, this course aims to help employees set position-specific goals from day one that are realistic enough to prevent burnout. Participants will use a SWOT Analysis to consider their Strengths, Weaknesses, Opportunities, and Threats. Then, they’ll write SMART goals for their first 90 days at AT Unlimited that are Specific, Measurable, Attainable, Relevant, and Time-Bound.

Result

Since this is a portfolio piece, results will not be collected. However, if this were to be used by a real company, the HR department will evaluate the training using the Kirkpatrick Model. Based on the this model, training evaluation at levels 1 and 2 (reaction and learning) can occur during the training with a satisfaction survey at the end and the formative assessments respectively. Level 3 (impact) will occur when learners will use their SWOT Analyses and SMART goals in their 1 on 1s with their managers every other week. They will check in on their progress on their goals, and see if they have improved any items on their SWOT analysis. At level 4 (results), the Human Resources department will keep track of turnover rate during the next 2 quarters.

Design Notes

The design document and facilitator guide were written in Microsoft word using lists and tables to organize the information. For sharing purposes, some components were converted to Google documents.

Slide Deck: Initially designed in Canva using vectors provided by the platform (windows frames, background, squiggle elements). The backgrounds were recolored in Adobe Photoshop. Once the design of the slide deck was finalized in Canva, it was transferred to PowerPoint. Illustrations were added from Storyset.

Participant Guide: The window shape was drawn in Adobe Illustrator to match the look of the elements in the slide deck.