PASS - Management Training Programmecase study: PASS management training programme

PASS (Pension Advisers Support System) was set up in July 1988 by the IFA Life Offices Group of the Association of British Insurers. Its prime aim is to oversee and support the required review of personal pensions by smaller IFA's (Independent Financial Advisers). The IFA's are required to complete their pension reviews by June 2002. It has therefore been clear since the outset that PASS has a finite life defined by that review date. Wind-down of operations is anticipated by the end of March 2003.

Anticipating the issues associated with running a business during the wind-down phase led the PASS management team to invite Training Focus to develop and deliver customised and integrated training programmes during 2002. The main focus of these programmes was:

To improve the PASS team's understanding of, and ability to manage, the issues that were likely to arise during the wind-down phase - for example, fluctuating work and motivation levels
To raise individual team member's skills levels to improve their job prospects after wind-down.

Following a detailed training needs analysis, a series of four programmes were developed:

Two-day Presentation Skills programme for the senior management team
Two-day Team Leadership and Motivation programme for all levels of management
One-day Team Building programme for key individuals
One-day Planning and Organising programme for all Pass employees

The first three programmes were delivered during the first quarter of 2002 to ensure key team members were prepared to deal with the ever-increasing changes in workloads, needs and team structures that were predicted for the year ahead. Planning & Organising programmes are being run throughout the year to dovetail with the other programmes and the shifting workloads within PASS.

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