Manager Survey - CML Teller Referral

Rate the trainer on his/her performance in presenting the following topics to your employee.

Exceeds- Rating Score 3.00
Employee was proficient in skill or application

Meets- Rating Score 2.00
Employee required minimal assistance with skill or application

Needs Improvement- Rating Score 1.00
Employee requires further training with skill or application

***If the rating score of 1.00 is selected for "Needs Improvement", please explain what needs to be improved and how it can be improved.***
Name: 


  1. Who conducted your training session?
    Jamie Washington
    Lo Todd


  1. Enter a rating on Recognizing Referral Opportunities using the rating scale provided:
    Exceeds 3.0
    Meets 2..00
    Needs Improvement 1.00
    N/A (4)
    3.0
    2.0
    1.0
    N/A


  1. Enter a rating on Confirming Referral Opportunties using the rating scale provided:
    Exceeds 3.0
    Meets 2.00
    Needs Improvement 1.00
    N/A (4)
    3.0
    2.0
    1.0
    N/A


  1. Enter a rating on Selling Benefits using the rating scale provided:
    Exceeds 3.0
    Meets 2.00
    Needs Improvement 1.00
    N/A (4)
    3.0
    2.0
    1.0
    N/A


  1. Enter a rating on Making a Successful Referral using the rating scale provided:
    Exceeds 3.0
    Meets 2.00
    Needs Improvement 1.00
    N/A (4)
    3.0
    2.0
    1.0
    N/A


  1. I intend to apply the strategies and skills from the program when back on the job:

    Strongly Disagree
    Disagree
    No Opinion
    Agree
    Strongly Agree


  1. I feel better equipped to make a successful referral as a result of attending this program:

    Strongly Disagree
    Disagree
    No Opinion
    Agree
    Strongly Agree


  1. The program materials were easy to understand.
    Strongly Disagree
    Disagree
    No Opinion
    Agree
    Strongly Agree


  1. The program materials were well organized.
    Strongly Disagree
    Disagree
    No Opinion
    Agree
    Strongly Agree


  1. The program material was easy to understand.
    Strongly Disagree
    Disagree
    No Opinion
    Agree
    Strongly Agree


  1. I would recommend this program to other individuals who are responsible for making referrals in the credit union.
    Strongly Disagree
    Disagree
    No Opinion
    Agree
    Strongly Agree


  1. ***If the rating score of 1.00 is selected for "Needs Improvement", please explain what needs to be improved and how it can be improved.***





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