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  1. Surveys
  2. 2007
  3. August
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  5. Ricks Test Survey
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THE 2007 TRAINING NEEDS ASSESSMENT SURVEY
Your participation in the 2007 Training Needs Assessment survey will ensure that the products and services created by Technical Training are relevant and appropriate for you and your team's development and work execution.

The 2007 Training Needs Assessment survey will take approximately 15 minutes to complete. Please be sure to answer each question from your own perspective. [Data from this research will be reported only in the aggregate and will be kept anonymous. If you have questions or concerns contact Technical Training by using the email address specified below.]


Please start the survey now by clicking on the Continue button below.
 
 
* Owner Name
   
 
 

* Select your current job profile category.
 
Individual Contributor
 
Supervisor and/or Manager
 

* Select your current job grade.
 
 
* Select your current Personal Market department.
 
Actuarial
 
Prod Mgmt - Auto, Property or Specialty Lines
 
Prod Mgmt - Compliance
 
Prod Mgmt - Portfolio Analysis
 
Regional Operations
 
DRC Portfolio Analysis
 
Other
 


WHO YOU ARE: Part 1 of 3
 

Select your specific functional unit within the Actuarial Department.
 
Forecasting & Reserving
 
Booking
 
Knowledge Management
 
Trend Analysis
 


WHO YOU ARE: Part 1 of 3
 

Select your specific functional unit within the Product Management Auto, Property or Specialty Lines Department.
 
Product Analysis
 
Pricing
 
Research - Competitive Intelligence
 
Research - Implementation
 
Research - Modeling
 
Research - Tools (Tactical)
 
Other
 
 


WHO YOU ARE: Part 1 of 3
 

Select your specific functional unit within the Compliance Department.
 
Quality Assurance, Auditing, Monitoring
 
Industry Filings
 
Other
 
 


WHO YOU ARE: Part 1 of 3
 

Select your specific functional unit within the Portfolio Analysis Department.
 
Countrywide
 
Regional
 
Recruiting and Training
 
Other
 
 


WHO YOU ARE: Part 1 of 3
 

Select your specific functional unit within the Regional Operations Department.
 
State Operations
 
Financial Management
 
Other
 
 


WHO YOU ARE: Part 1 of 3
 

* Select your length of time with Liberty Mutual.
 

* Select your length of time within the Personal Market.
 


WHO YOU ARE: Part 1 of 3
 
 
* Prior to your current role in Personal Market you...
 
Worked in a PM Prod Mgmt & Actuarial department.
 
Worked in a PM Regional Ops department.
 
Worked in a PM Sales or Service deparment.
 
Worked in a PM Claims department.
 
Worked for another P&C Insurer.
 
Worked in another insurance product market. (Either Liberty or a competitor outside of P&C).
 
Worked in a Liberty Corporate (non-SBU) operation.
 
Worked in another industry.
 
Were pursuing your education.
 
Other
 
 
 
* Select your most prominent field(s) of expertise and/or education. (Select up to 3)
 
Mathematical (i.e. Actuarial and/or Statistical Sciences)
 
Financial and/or Accounting
 
Risk Management and/or Insurance
 
Software Programming and/or Information Technology
 
Legal, Compliance and/or Auditing
 
Business Reengineering, Organizational Development and/or Business Consulting
 
Mergers & Acquisitions or Corporate Strategy
 
Administrative Assistance and Support
 
Other
 

 


WHAT YOU NEED TO DO YOUR JOB : Part 2 of 3
 
How often do you use the below applications to execute your job?

Scale 1 to 5 (1-Never; 5-Always)
Never 2 3 4 Always
CS-Direct and Fatwire/ RepliWeb/ FrontPage
Compliance Research Tools - (i.e. NILS, Insource, etc.)
Data Retrieval & Modeling Application(s) - Brio/ Hyperion Intelligence Suite
Data Retrieval & Modeling Application(s) - SPAIS
Data Retrieval & Modeling Application(s) - Essbase
Data Retrieval & Modeling Application(s) - SAS EDW/ Web Report Studio
Data Retrieval & Modeling Application(s) - SAS Enterprise Guide Suite
MS Access
MS Excel
MS PowerPoint
Never 2 3 4 Always
MS Office Suite (other)
Proprietary System – CustomersFirst (i.e. CFAuto, CFProperty, etc.)
Proprietary System – Customer Acquisition Workbench (or IMS/OP65)
Proprietary System – Views
Proprietary System – Claims Workbench
State Filing Tools
 


WHAT YOU NEED TO DO YOUR JOB : Part 2 of 3
 
Select your level of skill with the below application(s).

Scale 1 to 5 (No Skill = 1; "Expert" or 5 means you are an expert on the application's full range of functions.)
No Skill 2 3 4 Expert
CS-Direct and Fatwire/ RepliWeb/ FrontPage
Compliance Research Tools - (i.e. NILS, Insource, etc.)
Data Retrieval & Modeling Application(s) - Brio/ Hyperion Intelligence Suite
Data Retrieval & Modeling Application(s) - SPAIS
Data Retrieval & Modeling Application(s) - Essbase
Data Retrieval & Modeling Application(s) - SAS EDW/ Web Report Studio
Data Retrieval & Modeling Application(s) - SAS Enterprise Guide Suite
MS Access
MS Excel
MS PowerPoint
No Skill 2 3 4 Expert
MS Office Suite (other)
Proprietary System – CustomersFirst (i.e. CFAuto, CFProperty, etc.)
Proprietary System – Customer Acquisition Workbench (or IMS/OP65)
Proprietary System – Views
Proprietary System – Claims Workbench
State Filing Tools
 


WHAT YOU NEED TO DO YOUR JOB : Part 2 of 3
 
 
Select the applications you need more development on to execute your job.
 
CS-Direct and Fatwire/ RepliWeb/ FrontPage
 
Compliance Research Tools - (i.e. NILS, Insource, etc.)
 
Data Retrieval & Modeling Application(s) - Brio/ Hyperion Intelligence Suite
 
Data Retrieval & Modeling Application(s) - SPAIS
 
Data Retrieval & Modeling Application(s) - Essbase
 
Data Retrieval & Modeling Application(s) - SAS EDW/ Web Report Studio
 
Data Retrieval & Modeling Application(s) - SAS Enterprise Guide Suite
 
MS Access
 
MS Excel
 
MS PowerPoint
 
MS Office Suite (other)
 
Proprietary System – CustomersFirst (i.e. CFAuto, CFProperty, etc.)
 
Proprietary System – Customer Acquisition Workbench (or IMS/OP65)
 
Proprietary System – Views
 
Proprietary System – Claims Workbench
 
State Filing Tools

 
 
Other Job Related Application:
   
Other Job Related Application:
   
Other Job Related Application:
   
 


WHAT YOU NEED TO DO YOUR JOB : Part 2 of 3
 
How often do you apply your understanding of the below concepts to execute your job?

Scale 1 to 5 (1-Never; 5-Always)
Never 2 3 4 Always
General Insurance - Pricing and Ratemaking Concepts
General Insurance - Contracts and Coverages
General Insurance – Functions, Markets, Cycles, etc.
Personal Market Product (Contracts, Coverages, Pricing, Programs)
Personal Market Organizational Structure
Personal Market Workflow of a Policy
PM Claims Infrastructure and Responsibilities
PM Systems Infrastructure and Responsibilities
PM Sales/Service Infrastructure and Responsibilities
PM Regional Ops Infrastructure and Responsibilities
PM Product Management & Actuarial Infrastructure and Responsibilities
 


WHAT YOU NEED TO DO YOUR JOB : Part 2 of 3
 
Select your level of knowledge with the below topic(s).

Scale 1 to 5 (No Knowledge = 1; "Expert" or 5 means you have extensive expertise on its relevance to our operations.)


No Knowledge 2 3 4 Expert Knowledge
General Insurance - Pricing and Ratemaking Concepts
General Insurance - Contracts and Coverages
General Insurance – Functions, Markets, Cycles, etc.
Personal Market Product (Contracts, Coverages, Pricing, Programs)
Personal Market Organizational Structure
Personal Market Workflow of a Policy
PM Claims Infrastructure and Responsibilities
PM Systems Infrastructure and Responsibilities
PM Sales/Service Infrastructure and Responsibilities
PM Regional Ops Infrastructure and Responsibilities
PM Product Mgmt & Actuarial Infrastructure and Responsibilities
 


WHAT YOU NEED TO DO YOUR JOB : Part 2 of 3
 

* Select the concepts you need more development on to execute your job.
 
General Insurance - Pricing and Ratemaking Concepts
 
General Insurance - Contracts and Coverages
 
Personal Market Product (Contracts, Coverages, Pricing, Programs)
 
Personal Market Organizational Structure
 
Personal Market Workflow of a Policy
 
PM Claims Infrastructure and Responsibilities
 
PM Systems Infrastructure and Responsibilities
 
PM Sales/Service Infrastructure and Responsibilities
 
PM Regional Ops Infrastructure and Responsibilities
 
PM Product Management & Actuarial Infrastructure and Responsibilities

 
 
Other Insurance Topic:
   
Other Insurance Topic:
   
Other Insurance Topic:
   
 


WHAT YOU NEED TO DO YOUR JOB : Part 2 of 3
 
How often do you apply the below interpersonal skills to execute your job?

Scale 1 to 5 (1-Never; 5-Always)
Never 2 3 4 Always
Consulting (Advising)
Time Management
Influencing
Making a Business Case
Planning and Executing Projects
Negotiating (Achieve Compromise)
Problem/Issue Identification
Creating Solutions to Problems
 


WHAT YOU NEED TO DO YOUR JOB : Part 2 of 3
 
Select your level of skill with the below interpersonal skills.

Scale 1 to 5 (No Skill = 1; "Expert" or 5 means you are exceptionally effective at applying the skill within PM operations.)
No Skill 2 3 4 Expert
Consulting (Expert Advice)
Time Management
Influencing Others
Making a Business Case
Planning and Executing Large Scope Projects
Negotiating (Compromise)
Problem/Issue Identification
Creating Solutions to Problems
 


WHAT YOU NEED TO DO YOUR JOB : Part 2 of 3
 

* Select the interpersonal skills you need more development on to execute your job.
 
Consulting (Expert Advice)
 
Time Management
 
Influencing Others
 
Making a Business Case
 
Planning and Executing Large Scope Projects
 
Negotiating (Compromise)
 
Problem/Issue Identification
 
Creating Solutions to Problems

 


WHAT YOU NEED TO DO YOUR JOB : Part 2 of 3
 
How often do you use the below communication skill(s) to execute your job?

Scale 1 to 5 (1-Never; 5-Always)
Never 2 3 4 Always
Business Writing
Delivering Key Messages
Presentation Skills
Running Effective Meetings
Writing Business Requirements for Systems
 
Select your level of skill with the below communication skills.

Scale 1 to 5 (No Skill = 1; "Expert" or 5 means you are exceptionally effective at applying the skill throughout your interactions within Personal Market.)

No Skill 2 3 4 Expert
Business Writing
Delivering Key Messages
Presentation Skills
Running Effective Meetings
Writing Business Requirements for Systems
 


WHAT YOU NEED TO DO YOUR JOB : Part 2 of 3
 

Select the communication method(s) you need more development on to execute your job.
 
Business Writing
 
Delivering Key Messages
 
Presentation Skills
 
Running Effective Meetings
 
Writing Business Requirements for Systems

 


PRODUCTS & SERVICES FOR YOU: Part 3 of 3
 

Technical Training distributes a quarterly communication regarding upcoming training events and products under development. Do you receive this communication?
 
Yes
 
No
 

Do you know how to use the Employee Learning Center to enroll yourself or your direct reports in courses?
 
Yes
 
No
 


PRODUCTS & SERVICES FOR YOU: Part 3 of 3
 

* Have you ever participated in (attended or facilitated) the Latitude Series 1 training program?
 
Yes
 
No
 

When did you participate in Latitude Series 1?
 
In the last 6 months
 
In the last year
 
In the last 2 years
 
More than 2 years ago
 


PRODUCTS & SERVICES FOR YOU: Part 3 of 3
 

* Have you ever participated in (attended or facilitated) the Latitude Series 2 training program?
 
Yes
 
No
 

When did you participate in Latitude Series 2?
 
In the last 6 months
 
In the last year
 
In the last 2 years
 
More than 2 years ago
 


PRODUCTS & SERVICES FOR YOU: Part 3 of 3
 

* How often are development expectations discussed before you attend the related training or development event?
 
1 Rarely
 
2
 
3
 
4
 
5 All the Time
 

* How often are development expectations discussed after you attend the related training or development event?
 
1 Rarely
 
2
 
3
 
4
 
5 All the Time
 

* How often do you immediately apply newly developed skills to your work?
 
1 Rarely
 
2
 
3
 
4
 
5 All the Time
 

* Have you had a discussion with your manager and/or team about your unit's roles and responsibilities within Personal Market?
 
Yes
 
No
 


PRODUCTS & SERVICES FOR YOU: Part 3 of 3
 

* Select the on-the-job training method you find most effective for learning.
 
Individual Work
 
Peer Collaboration
 
Experienced Analyst Partnering
 

* For your team, which on-the-job training method is most commonly used to train new hires in the first month?
 
Individual Work
 
Peer Collaboration
 
Experienced Analyst Partnering
 


PRODUCTS & SERVICES FOR YOU: Part 3 of 3
 

* Select the feedback and work evaluation method you find most effective for learning.
 
Cross-functional review
 
Peer review within team
 
Manager review
 

* For your team, which feedback and evaluation method is most commonly used to train new hires in the first month?
 
Cross-functional review
 
Peer review within team
 
Manager review
 
 
Rank the following learning methods in order of preference (1 - Highest, 5 - Lowest).

Instructor-led training
Team collaboration
Self-paced study resources
Job observation
On-the-job application
 


PRODUCTS & SERVICES FOR YOU: Part 3 of 3
 
 
Please provide any suggestions, comments or questions you may have regarding your development and work performance expectations.
   
Please contact [email protected] if you have any questions regarding this survey.
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