Cross Training Office Transitions

1
Cross Training/Office Transitions

• ILASFAA More ChangeLess Cents

2
Why Cross Train?

• Retirement/job changes
• Sudden loss
• Extended leave
• Good practice
• Expand knowledge

• ILASFAA More ChangeLess Cents

3
Training is a change!

• Perception is a change that must be viewed
  positively.
• Assess how well-equipped the employee is to
  handle the change.
• How can you empower the trainer and trainee?

• ILASFAA More ChangeLess Cents

4
Before Training

• Clear up misconceptions
• Understand reluctance and allow the trainee to
  understand your changes
• Set objectives and goals
• Set a timeline and dont rush
• Have written procedures in place and allow input

• ILASFAA More ChangeLess Cents

5
In the Act

• Set specific times to train
• Set specific objectives prior to each session
• Supervisors work together as well as trainer and
  trainee
• Assess learning at regular intervals
• Assess attitudes

• ILASFAA More ChangeLess Cents

6
Post-Training

• Evaluate to determine if goals met
• Continue communication
• Continue performing new duties
• More training as needed

• ILASFAA More ChangeLess Cents

7
Why a One-Stop Shop?

• ILASFAA More ChangeLess Cents

8
Considerations

• Little or no financial aid background
• Attitude
• Remote site or across campus
• No time
• High turnover

• ILASFAA More ChangeLess Cents

9
Training Considerations

• How much information is needed?
• What screens are needed?
• What security is needed?
• Who is included in training?
• Create a plan with objectives and goals
• Provide pre-training materials, if needed

• ILASFAA More ChangeLess Cents

10
Communication

• Training sessions are best performed
• face-to-face
• Staff meetings provide current information
• Emails okay for updates
• One contact person in the financial aid office to
  assess training needs
• Routine evaluations to determine additional
  training

• ILASFAA More ChangeLess Cents

11
In Summary

• Make sure those involved are on board
• Respect and welcome input
• Continuing performing cross trained duties
• Evaluate, assess, and revise
• Keep information and knowledge current

• ILASFAA More ChangeLess Cents

12
Terri HareAssociate DirectorWestern Illinois
UniversityTA-Hare_at_wiu.edu

• ILASFAA More ChangeLess Cents