1. CURRENT CAPABILITIES INVENTORY LEARNING & DEVELOPMENT STRATEGIC PLAN If you have questions regarding this survey, please call. After completing the survey, please forward or fax document to. PHASE 2: Data Collection 1 ©2012 RAY SVENSON CONSULTING, INC. RAY SVENSON CONSULTING, INC. 112 Two Mile Bridge Road Roberts MT 59070 www.raysvensonconsulting.com e-mail: ray@raysvenson.com Office phone: 406-446-1861 Mobile phone: 406-425-4013

2. ©2012 RAY SVENSON CONSULTING, INC. 2 Current Capabilities Inventory TABLE OF CONTENTS 1.0Respondent Identification Information3 Page 2.0Training Clients5 3.0Learning and Development Budget and Course Descriptions7 4.0Learning and Development Staff8 6.0Learning and Development Process Ratings11 7.0Training Facilities and Equipment and Laboratories and Technical14 Training Equipment 8.0Information Management Systems16 5.0Training Types and Learning and Development Services9 9.0Self-Assessment of Present Performance and Business Client 17 Assessment of Present Performance 10.0Course Development/Purchase20 11.0Course Acquisition Method22 12.0Training Delivery23 PHASE 2: Data Collection

3. ©2012 RAY SVENSON CONSULTING, INC. 3 Current Capabilities Inventory 1.0 RESPONDENT IDENTIFICATION INFORMATION ItemDescriptionInformation 1.1Date Survey Completed 1.2Training Organization 1.3 Department/Organizational Affiliations 1.4Contact Name 1.5Title 1.6Location 1.7Phone 1.8Fax 1.9E-Mail 1.10Interviewer PHASE 2: Data Collection

4. ©2012 RAY SVENSON CONSULTING, INC. 4 Current Capabilities Inventory LEARNING & DEVELOPMENT DEPARTMENT OVERVIEW PHASE 2: Data Collection

5. ©2012 RAY SVENSON CONSULTING, INC. 5 Current Capabilities Inventory 2.0 TRAINING CLIENTS Clients Served On the following pages, we ask you to identify your learning and development clients in two ways: By department By hierarchy PHASE 2: Data Collection

6. ©2012 RAY SVENSON CONSULTING, INC. 6 Current Capabilities Inventory 2.0 TRAINING CLIENTS (cont.) Check the training client levels represented for each target population. Target Population Hierarchical Segment Individual Contributor Front-line Supervisor Middle Management Executives                      PHASE 2: Data Collection

7. ©2012 RAY SVENSON CONSULTING, INC. 7 Current Capabilities Inventory 3.0 LEARNING & DEVELOPMENT BUDGET AND COURSE DESCRIPTIONS Please attach one copy of each of the following to this document: 3.1  A copy of a recent training organization budget 3.2  A copy of your course catalog (or a list of course titles and descriptions) Training Organization Budget Please give us your total training organization budget for the current year, and actual expenses for the previous year, and show how these amounts break down for each of the following: Current Year Budget Previous Year Expenses Design/Development3.4$3.5$ Delivery3.6$3.7$ Administrative Support3.8$3.9$ Total Expense Budget3.10$3.11$ Capital Budget3.12$3.13$ Total Training Budget How is your work resourced? (Use previous year percentages) Your own budget3.16% Charge-back to internal user groups 3.17% Charge-backs to external user groups 3.18% Total100% PHASE 2: Data Collection

8. ©2012 RAY SVENSON CONSULTING, INC. 8 Current Capabilities Inventory 4.0 LEARNING & DEVELOPMENT STAFF Permanent Staff Full-time Equivalent Personnel (FTEs) (in person years, e.g., 0.50 FTE) Managers/supervisors4.1 Instructional designers/developers (only)4.2 Percent of designers/developers qualified for media development (video,CBT, etc.)4.3 Instructors/facilitators (people who mainly deliver only)4.4 Combination staff members (people who develop and deliver)4.5 Administrative support4.6 Project management/leads4.7 Subject matter experts (SMEs)4.8 Performance consultants4.9 Other4.10 TOTAL PERMANENT STAFF4.11 Contact and Temporary Staff Contract design/development personnel4.12 Contract instructors/facilitators4.13 Administrative support4.14 Other contract personnel (describe below)4.15 TOTAL CONTRACT STAFF4.16 TOTAL STAFF (4.11 + 4.16)4.17 NOTES: PHASE 2: Data Collection

9. ©2012 RAY SVENSON CONSULTING, INC. 9 Current Capabilities Inventory 5.0 TRAINING TYPES AND LEARNING & DEVELOPMENT SERVICES Group-paced Training5.1  Classroom 5.2  Lab 5.3  TV Classroom Network Self-paced Training5.4  Classroom self-paced 5.5  CD-ROM e-Learning 5.6  Intranet/Internet e-Learning 5.7  Structured on-the-job training 5.8  Lab 5.9  Interactive Video PHASE 2: Data Collection

10. ©2012 RAY SVENSON CONSULTING, INC. 10 Training Services5.11  Needs/performance analysis 5.12  Curriculum planning/learning paths 5.13  Training materials design and development 5.14  Training procurement 5.15  Training language translation 5.16  Training delivery 5.17  Team facilitation 5.18  Training evaluation 5.19  Training material maintenance 5.20  Project management 5.21  Consulting support 5.22  Performance consulting 5.23  Training information and records maintenance 5.24  Registration and scheduling 5.25  Learning materials library 5.26  Other (please specify below) Current Capabilities Inventory 5.0 TRAINING TYPES AND LEARNING & DEVELOPMENT SERVICES (cont.) PHASE 2: Data Collection

11. ©2012 RAY SVENSON CONSULTING, INC. 11 Current Capabilities Inventory 6.0 LEARNING & DEVELOPMENT PROCESSES The chart below provides an overview of the general learning and development processes. Planning and Budgeting Strategic planning Operational planning  Workload  Staffing strategy Budgeting Overall System Design/ Improvement Job/team design/redesign Process design/redesign Process support materials Results Measurement Financial results Client satisfaction Employee satisfaction Training results Operations Management Work management Program coordinator External linkages Internal linkages Needs/Performance Analysis Preliminary analysis report Analysis report Curriculum Architecture Design Curriculum analysis report Curriculum design document Implementation planning report Course Design/Development Course design document Instructional materials Instructor training plan Pilot results Delivery Delivery plan Trained employees Training Evaluation Evaluation design Evaluation documents Evaluation reports Course Maintenance Course maintenance plan Courses updated Consulting Support Project Management Project plan Team organization Project status report Final project report Training Technology Surveillance/ assessment Transfer development Deployment Training Administration Facilities management Registration and scheduling Training materials inventory Training record keeping Financial tracking Staffing Recruiting and selection Training & development Performance management Career management Compensation Training Information Management Information system in place Data and reports Training Marketing & Communications Training marketing tools Client account plans Service agreements and plans SUPPORT LEADERSHIP CORE PROCESS Course Procurement Course Language Translation PHASE 2: Data Collection

12. ©2012 RAY SVENSON CONSULTING, INC. 12 Current Capabilities Inventory 6.0 LEARNING AND DEVELOPMENT PROCESS RATINGS* L&D Process Don’t Do Very Weak WeakNeutralStrong Very Strong Notes 1.Planning & Budgeting6.10123456.2 2.Overall System Design/ Improvement 6.30123456.4 3.Results Measurement6.50123456.6 4.Operations Management6.70123456.8 5.Needs/Performance Analysis 6.90123456.10 6.Curriculum Architecture Design 6.110123456.12 7.Course Design and Develop 6.130123456.14 8.Course Procurement6.150123456.16 9.Delivery6.170123456.18 10.Training Evaluation6.190123456.20 11.Course Maintenance6.210123456.22 12.Course Language Translation 6.230123456.24 Please circle the rating that best applies for each process. *For rating scale guidelines, see key at bottom of next page. PHASE 2: Data Collection

13. ©2012 RAY SVENSON CONSULTING, INC. 13 Current Capabilities Inventory 6.0 LEARNING AND DEVELOPMENT PROCESS RATINGS* (cont.) L&D Process Don’t Do Very Weak WeakNeutralStrong Very Strong Notes 13.Consulting support 6.250123456.26 14.Project Management 6.270123456.28 15.Training Technology 6.290123456.30 16.Training Administration 6.310123456.32 17.Staffing 6.330123456.34 18.Training Information Management 6.350123456.36 19.Training Marketing and Communications 6.370123456.38 0Don’t DoThe process is not performed 1Very WeakThe client’s needs are rarely met 2WeakThe process sometimes fails to meet client’s needs 3NeutralThe process meets the client’s needs sufficiently 4StrongThe process usually exceeds the client’s expectations 5Very StrongThe process always exceeds the client’s needs through consistent and outstanding performance *RATING SCALE KEY: PHASE 2: Data Collection

14. ©2012 RAY SVENSON CONSULTING, INC. 14 Current Capabilities Inventory 7.0 TRAINING FACILITIES AND EQUIPMENT LocationClassroom size (square feet)NumberPercent utilization (%) Please provide a classroom inventory including: Class size Expected utilization this year (% of available time the classroom is actually used) 7.10Are these facilities included in your budget? YES  NO  7.11If not, in which budget do they fall? 7.12How many days of classroom space/facilities did you rent last year? 7.13Do you rent equipment for training purposes? YES  NO  7.14How much did you spend last year on rental equipment?$ PHASE 2: Data Collection

15. ©2012 RAY SVENSON CONSULTING, INC. 15 Current Capabilities Inventory 7.0 LABORATORIES AND TECHNICAL TRAINING EQUIPMENT ListHave It?How Many?Location(s) Yes / No Please identify the number and location(s) of each type of technical training equipment you possess. PHASE 2: Data Collection

16. ©2012 RAY SVENSON CONSULTING, INC. 16 Current Capabilities Inventory 8.0 INFORMATION MANAGEMENT SYSTEMS ItemDescriptionComputerizedManualNot At All 8.1Individual training records  8.2Skill inventories/needs analysis data  8.3Course development data  8.4Delivery data  8.5JCI Controls Performance Certification Program  8.6Training evaluation data  8.7Training results measurement  8.8Facilities inventory and usage  8.9Equipment inventory and usage  8.10Registration  8.11Scheduling  Do you maintain databases, records, or an inventory of the following items? PHASE 2: Data Collection

17. ©2012 RAY SVENSON CONSULTING, INC. 17 Current Capabilities Inventory 9.0 SELF-ASSESSMENT OF PRESENT PERFORMANCE Don’t Know Strongly Disagree DisagreeNeutralAgree Strongly Agree 9.1 My business client learning and development needs are adequately met 012345 9.2 My learning and development organization is adequately prepared to meet the future needs of the business 012345 9.3Without my learning and development organization, the business would be hurt 012345 COMMENTS PLEASE: Please complete the following based on your current perception. PHASE 2: Data Collection

18. ©2012 RAY SVENSON CONSULTING, INC. 18 Current Capabilities Inventory 9.0 BUSINESS CLIENT ASSESSMENT OF PRESENT PERFORMANCE Don’t Know Strongly Disagree DisagreeNeutralAgree Strongly Agree 9.4Highly responsive to their needs012345 9.5High-quality materials and delivery012345 9.6 Timely availability of materials and delivery 012345 9.7 Cost-effective learning and development solutions 012345 9.8 Easy access with minimum lost work time 012345 9.9Provide valuable training products that support business strategies 012345 COMMENTS PLEASE: Generally speaking, how do you think your business clients perceive your learning and development organization? PHASE 2: Data Collection

19. ©2012 RAY SVENSON CONSULTING, INC. 19 Current Capabilities Inventory LEARNING MATERIALS DEVELOPMENT/PURCHASE This section of the survey has questions about the amount and types of learning material your training organization develops or acquires. PHASE 2: Data Collection

20. ©2012 RAY SVENSON CONSULTING, INC. 20 Current Capabilities Inventory 10.0 COURSE DEVELOPMENT/PURCHASE Job-specific/TechnicalBusiness and CulturalLine of Business Knowledge Management, Supervisory, and Personal Development Job-specific skills to do the work, e.g., Skills needed to work inside business processes, e.g., Information that is related to specific lines of business Skills needed to manage people effectively, e.g., Project management Business development Engineering Construction Business processes Financial analysis Building a business case for a decision Standard systems terminology Values and beliefs Business strategy Industry knowledge Client knowledge Specific project technologies and project types Management roles/ responsibilities Coaching and counseling Team building Administrative management skills Complete the forms on the following pages based on the content categories defined below: PHASE 2: Data Collection

21. ©2012 RAY SVENSON CONSULTING, INC. 21 Current Capabilities Inventory 10.0 COURSE DEVELOPMENT/PURCHASE (cont.) Delivery Method Number of Hours Developed/Purchased Last Year Job Specific/ Technical Business and Cultural Line of Business Knowledge Management, Supervisory, and Personal Development DevelopedPurchasedDevelopedPurchasedDevelopedPurchasedDevelopedPurchased Group-paced Classroom Group-paced Lab TV/Satellite Classroom Group-paced Individual Classroom Individual CBT/CD-ROM Individual Intranet/Internet e-Learning Individual Structured On-the-Job Training Individual Lab Individual Interactive Video Please enter the number of hours of new courses developed or purchased last year: PHASE 2: Data Collection

22. ©2012 RAY SVENSON CONSULTING, INC. 22 Current Capabilities Inventory 11.0 COURSE ACQUISITION METHOD 11.1Developed in-house % of total days 11.2Developed by outside vendor % of total days 11.3Purchased off the shelf _% of total days TOTAL STAFF % of total days 100 Please estimate the resource percentages for last year’s course development/purchase. PHASE 2: Data Collection

23. ©2012 RAY SVENSON CONSULTING, INC. 23 Current Capabilities Inventory 12.0 TRAINING DELIVERY Number of Hours Delivered Last Year (10 trainees x 50 hours = 500 hours delivered) Delivery Method Job Specific/ Technical Business and Cultural Line of Business Knowledge Management, Supervisory, and Personal Development Group-paced Classroom Group-paced Lab TV/Satellite Classroom Group- paced Individual Classroom Individual CBT/CD- ROM Individual Intranet/ Internet e-Learning Individual Structured On-the-Job Training Individual Lab Individual Interactive Video Please enter the number of hours of new courses delivered last year. PHASE 2: Data Collection