Training Industry Quarterly - Winter 2013 - (Page 45)
[CASEBooK]
Wells Fargo Advisors: 5 Best Practices for Merger Training Programs
“if we focus on these five best practices, we will have a much greater potential to meet and exceed the desired program outcomes.”
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dependent brokers, 2,300 contact center reps and support team members. We came out of those mergers with a comprehensive set of lessons learned. We have filtered through those lessons learned to define what we believe are the five best practices that we will use for future large-scale programs. These best practices are aimed at the program level, in order to create a program where effective training design can take place. These best practices are:
45
eing the leader of a training team during a large-scale organizational change can be a daunting challenge. The demands for training and change management during large mergers are almost always more than a company’s training team can handle with normal business planning, processes and staffing levels. The Wells Fargo Advisors training team was tasked with supporting two major mergers within a four-year period. Below is a timeline of significant merger events since 2007:
• May 2007 — A. G. Edwards and Wachovia Securities Merger Announced • July 2008 — Wachovia Securities HR Conversion • October 2008 — Wachovia/Wells Fargo Merger Announced • February 2009 — A. G. Edwards systems conversion. Primary audience of 9,000 team members in 700 locations • January 2010 — Wells Fargo HR Conversion • January 2011 — Wells Fargo Advisors systems conversion. Primary audience of 1,800 team members, plus 5,700 in-
Training Industry Quarterly, Winter 2013 / A Training Industry, Inc. magazine / www.trainingindustry.com/TIQ
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Table of Contents for the Digital Edition of Training Industry Quarterly - Winter 2013
Training Industry Quarterly - Winter 2013
Tracking Trends: A Thought on Trends
Table of Contents
Ad Index
Guest Editor: Learning Enables High Performance
The Power of Reflection
An Equation for Success in Any Economy
4 Generations: Managing the Mix
The New Role of 21st Century Training
Don't Let Training Be a Waste of Time
Key Trends for 2013: Sustainability & the Changing Role of the Learning Leader
Collaborative Leadership for Building Trust & Driving Business Results
Delivering on the Promise of Social Learning
Three Emerging Trends in Sales Training
Building Strategic Learning Linkages: Mapping & Measuring Your Learning Strategy
High-Definition Learning: A New Competitive Advantage
Casebook: Wells Fargo Advisors: 5 Best Practices for Merger Training Programs
Tweet Suite
Company News
Closing Arguments: Must-See Technology
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