Learning & Development
2026 Planning Session
Purpose + Icebreaker
Agenda
- 2025 Review
- Enhanced Use of L&D Tools
- New Employee Orientation Schedule
- Bring Your Child to Work 2026
- 2026 Compliance training
- Planning Schedule 2026 - Part 1
- L&D ILT Calendar for 2026
- Brainstorm ILT and VILT Engagement
- Brainstorm Microlearning/eLearning Topics
- Planning Schedule 2026 - Part 2
- Other L&D Initiatives
- Summary & Next Steps
2025 Review
In 2025, we launched new tools, new training, and new ways to to capture feedback and audit our content.
- 360 Learning
- Genially
- Updated and launched class evaluations
- KAT Rollout
- CRM Rollout
- L&D CoastNet
- And much more!
- Extraordinary Leadership
- Quarterly Employee Forum
- Quarterly Professional Development Paths
- Created department strategy and standards for all materials produced
- Support HR with talent acquisition and time management
- Coastmasters
This year we launched an redesigned post-class evaluation framework.
Class Evaluation
Launched July 1, 2025
- 94 completions (10/20)
- Survey currently sent to training participants after class is complete.
- Classes that have the survey in the CoastLearn path:
- NEO I
- NEO II
- Teller School
- Teller REferrals
- IRA Fundamentals
- IRA Advanced
- New Account Fundamentals
- Real Estate Essentials
How able are you to put what you learned into practice at your work?
45% - I can be successful now (even without more guidance/experience).
21% - I can now perform at an expert level.
30% - I need more experience to be good at using what I learned.
4% - I need more guidance before I know how to use what I have learned.
What barriers do you anticipate when applying what you learned back in your role?
68% - Other (most feedback to other was no anticipated barriers. Updated survey will include a 'No anticipated barriers' option)
27% - Lack of time to review/practice.
2% - Lack of management support.
3% - No support system or group.
*As we develop our evaluation process, revisiting this question will give insight into the barriers staff experience.
Which format of content delivery is most enagaing for you?
20% of participants responded 'great' in the additional comments section.
Evaluation Data Findings
30% - I need more experience to be good at using what I learned.
27% - Lack of time to review/practice.
Launch spaced microlearning's for each training path.
- Supports additional opportunity for review
- Gives learners more opportunities for practice
- Supports Retrieval practice
- Supports recall practice
New Tools
360Learning (CoastLearn)
- Launched to staff February 2025
- All staff onboarded seamlessly
- Collaborative learning experiences
- Identified as new LMS post merger
Genially (this presentation is made in Genially!)
- eLearning, game, and presentation development platform.
- Interactive features easy to implement.
- Uses embed code in 360Learning for simple sharing.
Quarterly Professional Development Paths
Professional development paths launched in Q2 with DEI. We continue to see increased enrollment in Q4.
Extraordinary Leaders
- June-Septmeber 2026
- Four two-hour sessions
- Designed and Facilitated by Madeline Schmidt
- Completed by 14 Executive Leaders
Quarterly Employee Forum
- Available to all non-management staff
- Typically a redesigned version of a recent MF topic
- Well attended
Coastmasters
- Over 20 members
- Monthly CoastMasters member meeting
- Monthly Leadership meeting
- Teams Group, shared files and P-drive set up
- Guidebook and Club Officer form published
- Membership information added to L&D site
- CoastMasters member surveyed for feedback
Talen Acquisition and Time Keeping Training
Based on our strategic initiatives groups, interview skills and time keeping in ADP were identified as training opportunities supported by L&D. Cal Coast Interview Program, launched June 2025. One CoastLearn path for management including:
- Two eLearning's
- Interview Questions
- One OpenSesame eLearning
Time Keeping training launched September 2025.
- eLearning for Management
- eLearning for Non-management
Other Supported Projects
L&D CoastNet Page
CRM Rollout
KAT Rollout
- Updated to match the HR pages
- Continuous improvement to maintain pages
- Partnered with marketing to traing pilot branches
- Scheduled nearly a dozen training sessions
- Internal rollout of Cal Coast AI
Other Accomplishments
- 123 Training days, year to date
- 414 particpants across all paths, year to date
- 113 total staff trained
- Approximately a dozen eLearnings published
- Approximately 20 Genially eLearnings, quizes and presentations.
- 2nd RISE Cohort with project implementation
- Majority of classes converted to hybrid
- Welcomed and onboarded Shyla
- Documented:
- Procedures for L&D Admin tasks
- V/ILT presentaions to to Shared drive
- L&D Strategy
- ILT Session Breakdown
- Class Audits
Learning and Development Standards
Department Strategy Document
Accessbility Best Practices
Instructional Design Framework
Outlines learning science and theory an how it is put into practice in our classes.
Checklist to confirm all training and eLearning content is accessibile and inclusive as possible.
Used to audit classes to make sure they meet the L&D department standards.
Enhanced Use of L&D Tools for 2026
COAST LEARN
Data
Empower Leaders
Reaction Scores Engagement Completion Scores
Coaching SolutionGroups
AI Features
Build Community
Draft course summaries Draft courses from documents Develop quiz questions
GroupsUse chat for engagementUse course chats to encourage reaction from learners
Genially
Embedded Training
Simplified Authoring
Simplified course upload with quick turn around to implement changes quickly.
Easy to use interactive tools to make content quickly. Power Points can be uploaded, so interactive elements can be easily added.
Gamification
Use templates to quickly create games and add variety to training.
CANVA
Greater Use of AI
New Features
Use AI features to generate designs, refine visuals, etc. Can use in collaboration with SMEs.
Product drop coming October 30th! More details to come.
Magic Switch
Canva Sheets + Magic Charts
Used to transform current design to a different type of design (summary, presentation outline, etc.).
Redesign spreadsheet into a visualization chart with dashboards.
Articulate 360
Greater Use of AI
New Animation Features
Use AI features to create course drafts from source materials and AI script writer & narration.
New animation effects, merge shapes, and finer design control in Storyline.
Accessibility & Inclusivity
Accessibility checker now availavle in storyline to support screen readers.
Camtasia
AI Screentelligence
Dynamic captions
Provides smarter editing suggestions, layout options, and much more.
Stronger captions features with auto-genrated captions that will manually adjust words/space for accuracy. Supports efforts to increase accessibility.
Background noise removal
Used to isolate voice and remove background noise more effectively.
Advanced Cursor Effect
New cusor effects like motion blur (visually guiding user) and elevation (keeping cursor on top).
MS Teams
MS Forms or Polls
Use MS Groups/Channels
Share scenarios and use polls or forms to determine how peers would respond, then debrief. Can also use to gather information before a session.
Create dedicated channels for New Teller, New PFRs, New Managers, to engage with other like learners to support one another.
Whiteboard or Mural
Use for breakout groups to document idea-mapping, storyboarding, or drawing concept visuals (similar to post it in class)
New Employee Welcome Gifts!
2025:Tote or backpack with notebook, pen and tumbler. How are we going to make all current employees jealous next year??
Bring Your Child to Work Day 2026
Co-led by Meredith and Shyla
April 23Day of the event!
March 15thOpen Registration
March Activities Supplies Food/Snacks Swag
April 1 - 17Prep and deliver supplies
Jan - Feb Timeline Promo materials Workbook outlines
April 8thRegistration Due
Activities?
*This is a highly abridged outline
2026 Compliance and Classes
2026 Complaince Training
Nov. 2ndAll compliance training due.
July 1st2nd half of trainng assigned.
April 30th:1st half compliance training complete.
Jan. 2nd:1st half of training assigned.
Q4 2025: All Training decided and prepared for assignment.
Compliance training for 2026 will be assigned in two parts. Reach assignment will have a relative due date of 60 days. L&D will partner with Compliance and Legal on the communication strategy. Depending on the ADP feed update, we may shift the July assignment date.
Webinar, Compliance, and other program enagament
Class Enagament
- Wellable Gift cards
- More Gamification and competition
- Other Ideas??
- Gift cards for participation
- Gift card for first to complete all All Staff compliance training
- Use chat feed in CoastLearn to shout out learners
eLearning Topics
Merger Specific Product Knowledge
2026 All Staff Training Topics
All Staff Training Opportunities
Other Training Topics
Quarterly Paths
SME Insight/QEF Topics
- Change Managment
- Building Trust
- Cross Collaboration
- Empower leadership in all roles
- AI
- Change Mangement
- Meet the Leadership
Other Initiatives
- Gain greater insights to CU Learners
- Managements impact on learners and how to best support them.
- Revisit partnership with Enrich and BD
- Ticket System for L&D
- Management Training
- Symitar training for back office
- Identify vendor training opportunities
Next Steps & Action Items
A great title
'You know a presentation is WOW when you capture the attention of your audience and everyone absorbs the information.'
'90% of the information we assimilate comes to us through sight, and we retain 42% more when the content moves.'
You can upload an image from your computer or use the resources available in Genially.
You can upload an image from your computer or use the resources available in Genially.
Haven't we convinced you to use graphics in your creations yet? Well: there are studies that show that 50% of the brain is responsible for processing visual stimuli.
A great title
'You know a presentation is WOW when you capture the attention of your audience and everyone absorbs the information.'
Haven't we convinced you to use graphics in your creations yet? Well: there are studies that show that 50% of the brain is responsible for processing visual stimuli.
'90% of the information we assimilate comes to us through sight, and we retain 42% more when the content moves.'
A great title
'You know a presentation is WOW when you capture the attention of your audience and everyone absorbs the information.'
Learning & Development
Cal Coast
Created on October 20, 2025
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Transcript
Learning & Development
2026 Planning Session
Purpose + Icebreaker
Agenda
2025 Review
In 2025, we launched new tools, new training, and new ways to to capture feedback and audit our content.
This year we launched an redesigned post-class evaluation framework.
Class Evaluation
Launched July 1, 2025
How able are you to put what you learned into practice at your work?
45% - I can be successful now (even without more guidance/experience).
21% - I can now perform at an expert level.
30% - I need more experience to be good at using what I learned.
4% - I need more guidance before I know how to use what I have learned.
What barriers do you anticipate when applying what you learned back in your role?
68% - Other (most feedback to other was no anticipated barriers. Updated survey will include a 'No anticipated barriers' option)
27% - Lack of time to review/practice.
2% - Lack of management support.
3% - No support system or group.
*As we develop our evaluation process, revisiting this question will give insight into the barriers staff experience.
Which format of content delivery is most enagaing for you?
20% of participants responded 'great' in the additional comments section.
Evaluation Data Findings
30% - I need more experience to be good at using what I learned.
27% - Lack of time to review/practice.
Launch spaced microlearning's for each training path.
New Tools
360Learning (CoastLearn)
Genially (this presentation is made in Genially!)
Quarterly Professional Development Paths
Professional development paths launched in Q2 with DEI. We continue to see increased enrollment in Q4.
Extraordinary Leaders
Quarterly Employee Forum
Coastmasters
Talen Acquisition and Time Keeping Training
Based on our strategic initiatives groups, interview skills and time keeping in ADP were identified as training opportunities supported by L&D. Cal Coast Interview Program, launched June 2025. One CoastLearn path for management including:
- Two eLearning's
- Interview Questions
- One OpenSesame eLearning
Time Keeping training launched September 2025.Other Supported Projects
L&D CoastNet Page
CRM Rollout
KAT Rollout
Other Accomplishments
Learning and Development Standards
Department Strategy Document
Accessbility Best Practices
Instructional Design Framework
Outlines learning science and theory an how it is put into practice in our classes.
Checklist to confirm all training and eLearning content is accessibile and inclusive as possible.
Used to audit classes to make sure they meet the L&D department standards.
Enhanced Use of L&D Tools for 2026
COAST LEARN
Data
Empower Leaders
Reaction Scores Engagement Completion Scores
Coaching SolutionGroups
AI Features
Build Community
Draft course summaries Draft courses from documents Develop quiz questions
GroupsUse chat for engagementUse course chats to encourage reaction from learners
Genially
Embedded Training
Simplified Authoring
Simplified course upload with quick turn around to implement changes quickly.
Easy to use interactive tools to make content quickly. Power Points can be uploaded, so interactive elements can be easily added.
Gamification
Use templates to quickly create games and add variety to training.
CANVA
Greater Use of AI
New Features
Use AI features to generate designs, refine visuals, etc. Can use in collaboration with SMEs.
Product drop coming October 30th! More details to come.
Magic Switch
Canva Sheets + Magic Charts
Used to transform current design to a different type of design (summary, presentation outline, etc.).
Redesign spreadsheet into a visualization chart with dashboards.
Articulate 360
Greater Use of AI
New Animation Features
Use AI features to create course drafts from source materials and AI script writer & narration.
New animation effects, merge shapes, and finer design control in Storyline.
Accessibility & Inclusivity
Accessibility checker now availavle in storyline to support screen readers.
Camtasia
AI Screentelligence
Dynamic captions
Provides smarter editing suggestions, layout options, and much more.
Stronger captions features with auto-genrated captions that will manually adjust words/space for accuracy. Supports efforts to increase accessibility.
Background noise removal
Used to isolate voice and remove background noise more effectively.
Advanced Cursor Effect
New cusor effects like motion blur (visually guiding user) and elevation (keeping cursor on top).
MS Teams
MS Forms or Polls
Use MS Groups/Channels
Share scenarios and use polls or forms to determine how peers would respond, then debrief. Can also use to gather information before a session.
Create dedicated channels for New Teller, New PFRs, New Managers, to engage with other like learners to support one another.
Whiteboard or Mural
Use for breakout groups to document idea-mapping, storyboarding, or drawing concept visuals (similar to post it in class)
New Employee Welcome Gifts!
2025:Tote or backpack with notebook, pen and tumbler. How are we going to make all current employees jealous next year??
Bring Your Child to Work Day 2026
Co-led by Meredith and Shyla
April 23Day of the event!
March 15thOpen Registration
March Activities Supplies Food/Snacks Swag
April 1 - 17Prep and deliver supplies
Jan - Feb Timeline Promo materials Workbook outlines
April 8thRegistration Due
Activities?
*This is a highly abridged outline
2026 Compliance and Classes
2026 Complaince Training
Nov. 2ndAll compliance training due.
July 1st2nd half of trainng assigned.
April 30th:1st half compliance training complete.
Jan. 2nd:1st half of training assigned.
Q4 2025: All Training decided and prepared for assignment.
Compliance training for 2026 will be assigned in two parts. Reach assignment will have a relative due date of 60 days. L&D will partner with Compliance and Legal on the communication strategy. Depending on the ADP feed update, we may shift the July assignment date.
Webinar, Compliance, and other program enagament
Class Enagament
eLearning Topics
Merger Specific Product Knowledge
2026 All Staff Training Topics
All Staff Training Opportunities
Other Training Topics
Quarterly Paths
SME Insight/QEF Topics
Other Initiatives
Next Steps & Action Items
A great title
'You know a presentation is WOW when you capture the attention of your audience and everyone absorbs the information.'
'90% of the information we assimilate comes to us through sight, and we retain 42% more when the content moves.'
You can upload an image from your computer or use the resources available in Genially.
You can upload an image from your computer or use the resources available in Genially.
Haven't we convinced you to use graphics in your creations yet? Well: there are studies that show that 50% of the brain is responsible for processing visual stimuli.
A great title
'You know a presentation is WOW when you capture the attention of your audience and everyone absorbs the information.'
Haven't we convinced you to use graphics in your creations yet? Well: there are studies that show that 50% of the brain is responsible for processing visual stimuli.
'90% of the information we assimilate comes to us through sight, and we retain 42% more when the content moves.'
A great title
'You know a presentation is WOW when you capture the attention of your audience and everyone absorbs the information.'