Development Plans
Developing your employees is key to the success and continued growth of your organisation. In addition, with the FSA’s introduction of the RDR, developing staff is essential to meeting regulatory requirements. Employee development can be challenging for managers who do not see themselves as training and development experts and so it is important that you provide the support to managers to help identify which advisors needs support.
AITrackRecord provides a solution that proactively supports your managers in developing their advisors and teams. Centralising all of the information relating to individual advisors, AITrackRecord analyses performance based on company or team objectives and flags to managers competencies, skills or knowledge that need development. Managers can then create development plans from templates based on the area of concern, customising the information to the advisor’s specific needs.
Delivery of development plans through AITrackRecord proactively helps the advisor and manager through the development process by providing a workflow that automatically updates them on the training, assessment or actions required and the date for them to be completed.
Managers can use AITrackRecord’s powerful reporting functionality to gain complete visibility of the progress of advisors’ development plans and identify areas that require further support.
Using AITrackRecord for development plans enables you to:
• Support your managers to help them develop their team and individual advisors
• Consistently deliver advisor development across the company
• Enable managers to create iterative development plans directly from areas of concern pinpointed using AITrackRecord
• Monitor progress of advisor, team, department or company development plans
• Keep a full audit trail of company-wide development
For more information or a demonstration on how AITrackRecord can help you deliver effective development plans complete the form below
