Cross Training to AM Survey - Template


A red asterisk (*) indicates required questions.

  1. After attending the class, I will be able to perform my job duties more effectively.*
    Yes
    No


  1. Please rate your facilitator in the following areas: (1=Not Effective - 4=Highly Effective) *

            1 2 3 4      
      Knowledge of Topics Not Effective  Highly Effective   
      Effectiveness in Presenting Materials Not Effective  Highly Effective   
      Maintaining a Productive Learning Environment Not Effective  Highly Effective   


  1. Please rate the delivery of each topic covered during training: (1=Not Effective - 4= Highly Effective).*

            1 2 3 4      
      ProActive for Account Management Not effective Highly effective   
      Account Management Offers Not effective Highly effective   
      Saves Workflow Not effective Highly effective   
      Save Rebuttals Not effective Highly effective   
      Credit Policy Not effective Highly effective   
      Sales Not effective Highly effective   
      Call Dispositions Not effective Highly effective   


  1. Please rate the training materials used during this class. (1=Not Effective - 4=Highly Effective) *

            1 2 3 4      
      Participant Guide Not Effective Highly Effective   
      Powerpoint Presentation Not Effective Highly Effective   
      Handouts Not Effective Highly Effective   


  1. Please rate the following classroom activities. (1=Not Effective - 4=Highly Effective) *

            1 2 3 4       N/A
      Facilitator's Presentation Not Effective Highly Effective  
      Practice Exercises Not Effective Highly Effective  
      Role Plays Not Effective Highly Effective  
      Review Exercises Not Effective Highly Effective  


  1. After taking this class, how comfortable are you with the following functions when speaking to a customer? (1=Need to be trained again - 4=Very Comfortable)

            1 2 3 4      
      Gaining consent from the customer Need to be trained again Very Comfortable  
      Making a save offer to the customer Need to be trained again Very Comfortable  
      Communicating the Save Disclosures to the customer Need to be trained again Very Comfortable  
      Communicating the Disconnect Disclosures to the customer Need to be trained again Very Comfortable  
      Using rebuttals Need to be trained again Very Comfortable  
      Saving an account with the Interact Saves Tab  Need to be trained again Very Comfortable  
      Disconnecting and account with the Interact Saves Tab Need to be trained again Very Comfortable  
      Dispositioning the correct cancel reason using Interact Need to be trained again Very Comfortable  
      Applying a credit within Interact using the Saves Workflow within Interact  Need to be trained again Very Comfortable  


  1. Please provide at least one suggestion for improving this course for future participants. Feel free to provide more than one.





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