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Case Studies

Case Study : Compliance Training Development

Situation

Our client is a leading healthcare company. Recent updates to internal company standards and increasing external regulation required the client to update its compliance training. The client was concerned that existing training was not delivering real behavioural change in the company, so asked i2a to develop a new training course for sales & marketing professionals across Europe, Middle East and Africa.

Approach

Our approach involved us working closely with the relevant compliance experts in our client’s organisation in order to convert their expertise into an effective training format and create a package that could be tailored to suit each country whilst delivering the same key messages.

As a first step, we developed design principles and engaged with stakeholders to agree these. During this engagement we also took time to understand the current state of compliance training in each key area of the business. We conducted a thorough review of existing compliance training materials in order to build on the best available, rather than unnecessarily invent new content.

Next we created draft content by focusing simply stating the key messages. Our goal was for the training to promote changes in behaviour, rather than teach the rules, so most of our effort went in to building the case for compliance, communicating the key principles of each compliance area and designing a series of dilemmas that would allow employees, managers and compliance professionals to explore real issues together.

Draft content was then reviewed and refined in conjunction with key stakeholders and corporate lawyers.

The training was piloted by i2a in Denmark and further refined to make it ready for roll out by the client’s staff. i2a also designed and ran a ‘train-the-trainer’ session in order to ensure a more consistent delivery approach across the region.

Outcome

The client was delighted by the approach and the change in emphasis our new materials represented. The new training was widely supported by key stakeholders. The client plans to roll out the training to approximately 500 Sales & Marketing professionals in Q1 2008.

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