Case study (cont’d)

Sam is a graduate marketing analyst working for Victory Sports. One of his key responsibilities is summarising sales results for each
store, and developing comparisons between stores, regions, and competitors.
Sam develops reports on the figures, which she presents in the monthly management meetings.
Sam’s supervisor, David, feels that Sam is struggling with producing the regular reports and decides it would benefit Sam is she had
some additional training to improve her skills.

Demonstration/ observation checklist

Candidate’s name

Assessor’s name

Work activity Presentation

Date 10/02/2020

1. Develop a report for David to submit for approval of Sam’s training. The report should include:
 a summary of the skills and knowledge he may require
 suggested methods for this training
 resources required for the training
 How success will be measured
 How will David now monitor the progress of the training plan he has developed for Sam?
 How will the progress of the training plan be monitored?
 After Sam has completed the training how will the training be reviewed and changed to meet new demands and priorities
brought about from the training?
 Report name Approval of Sam’s Training
Report purpose Training proposal
Date 10/02/2020
Prepared by (student’s
name) Yamkanta Parajuli
Sam is a marketing analyst who is working for Victory
sports. While she develops reports, she had a problem with
Report Summary
producing the regular reports so that her supervisor
suggest her to take some additional training so that it
would be great help to improve her skills on figuring the
report.
He must have knowledge about Microsoft excel, key
responsibilities about report making and a previous
Gap analysis (what
is the current experience of marketing analyst. He has to know how to
performance situation
is like?)
use charts and graphics on the report. Clear
communications with clients, collaboration with clients are
the necessary things they have to perform.
She must have to take some class of Microsoft-excel which
is very import for marketing analyst while making a report.
Type of training
required (state Additional training such as balance sheet, how to keep
objective to achieve
outcome/s)
income and expenditure statement clearly, how to figure
out charts and graphics on the presenting report are very
crucial to her.

Resources required for

The resources required for the training are money, time,
the training (training expertise and energy. Training can be free or it will cost
provider, budget, time)
some certain amount of money.
Critical success factors Analysing the past report and make improvement where
(which factors must be
present to support necessary, identify the challenging task which is important
achievement) for making the regular reports, coach for on-going reports.
Performance Performance of report case and her analysing method
1.

measurement
(recommended target
to report will be measured. Schedule, Quality of report
of improvement/s) making, cost and the progress on sales results is good,
and then her performance is better. On this way, the
 To monitor, David will give some report to Sam. If her
Training plan
monitoring
report making performance is better than before then
(recommended it will be cleared that the training which she takes is
timeline to monitor
training) beneficial to her. David will check if she had figure out
the report clearly or not.
Sam is taking additional training to improve her skill.
After she completed her training, the trainer will take a
Review
(list of test and he/she will examine her skill which she was
recommendation/
next steps)
gain from her training. Is she shows her performance
better on the report making, then it will be cleared
that the training is beneficial to her.
Additional training is very important for those who are
struggling to their regular reports. If they had a
problem to develop reports on the figures or they had
an issue on report making some extra training will be
4. Conclusion beneficial for them. On this report also Sam faced an
issue on report making and she takes some additional
training to improve her skill. So, it was clearly seen
that the training would be important part for
marketing analyst.
Prepared by

Student’s signature 10/02/2020

Date

Management approval (Trainer please  over boxes)

Approved Not approved

Management Initials (Trainer): Date