Fillable Printable Individual education plan template
Fillable Printable Individual education plan template
Individual education plan template
Individual Education Plan
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Individual Education Plan
SECTION I: EMPLOYEE PROFILE
Employee Name:
Educational Plan for the Period of:
Community/Region:
Job Title:
Regional Leader’s Name:
Supervisor’s Name:
Please Select One
New Employee IEP (first time completing the Individual Education Plan)
Annual Performance Review IEP (IEP is being completed during employee’s annual review)
SECTION II: EDUCATION PLAN
The supervisor will discuss education and development activities with the employee and then outline a plan for the employee to complete these
activities during the next fiscal year. The employee and supervisor should understand that the implementation of this educational plan is
required. The IEP is used as a performance management tool and training enrollment is driven from the IEP’s selections. The purpose of the
courses listed is to assist the employee with their job roles and responsibilities and is subject to change at the discretion if the Education and Career
Development Department and/or supervisor.
Instructions: Please complete and return to the ncru@nationalchurchresidences.org or fax to (614) 451-0351 ATTN: NCRU.
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Mandatory Training Timelines
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NCRU Pre-Requisite Program
Completing this learning program is your first step as a National Church Residence University student. Take a memorable visual tour of many
beautiful NCR Apartment communities throughout the country, explore the learning resources available on the NCR Cornerstone and understand
your role in protecting the privacy rights of residents.
Training Timeline
Course Prerequisites
Course Titles
Estimated
Cost
Training location
Status please select appropriate box
Within first 30 days
of employment
None
NCR Mission Orientation
NCR Leadership
Foundations
InCare
Supportive Housing
Wingate
Privacy Act & Security
Awareness
For the current schedule, go to the
NCRU National Calendar online.
Other prerequisites are online
Only
Complete
Incomplete
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Management Essentials Quick Steps
Quick Steps is a tutorial-based performance improvement system designed to meet the needs of new, current and future property managers.
These tutorials include competencies that enhance business decisions, communications and accuracy in reporting.
The information in these tutorials has been compiled through collaboration with NCR subject matter experts and industry partners as well as
extensive research of government resources. Refer to the Property Management Policy and Procedures Guide (PPG) for additional resources and
information.
Management Essentials Quick Steps benefits all management employees new to NCR. All sessions are based on the most current understanding
of adult learning principles and business requirements and are designed to support NCR application and the Management Essentials classroom
series.
Training Timeline
Prerequisites
Course Titles
Estimated
Cost
Training location
Status please select appropriate box
Within first 30 days
of employment
Prerequisite
Program
ePay
Reserve Processing
Remote Deposit Capture (Online
Check Deposits)
Moving the Money –
Transferring Funds
N/A
Online ONLY
Complete
Incomplete
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Risk Awareness
Risk Awareness provides basic safety and risk management training for housing employees. Completion of this program allows NCR to obtain
lower rates for liability insurance for its communities throughout the country.
In addition, the Risk Awareness modules assist all employees to serve residents safely and to raise awareness of ways to create a more
comfortable work environment.
Training Timeline
Prerequisites
Course Titles
Estimated
Cost
Training location
Status please select appropriate box
Within first 90 days
of employment
None
OSHA: Right to Know
Driving Safely
Insurance 101
Safety Self-Inspections
Slips and Falls
N/A
Online ONLY
Complete
Incomplete
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Yardi Voyager Training
This course was developed to provide instruction on how to use core Yardi Voyager features and work flow process while reinforcing applicable NCR
policies and procedures. Each section will provide a step by step guide on how to perform each function within the Yardi software system and with an
emphasis on program compliance requirements.
Training Timeline
Course Prerequisites
Course Titles
Estimated Cost
Training location
Status please select appropriate box
Within first 90 days
of employment
Privacy Act & Security
Awareness
HUD or LIHTC File
Systems and
Paperwork (see NCR
Basics for description)
Please read:
A.TSP
B. EIV policy (HUD
only)
HUD Communities
or
LIHTC Communities
or
HUD/LIHTC Combo
$1,000 per
person
( travel costs to
Columbus, OH
will vary)
Classroom ONLY
For the current course calendar,
go to the NCRU National Calendar
online.
Complete
Incomplete
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REAC Inspection Preparation
Learn everything you need to know to get a high score on your next REAC inspection. This training series will teach you how to identify your
property's deficiencies, including the Health & Safety deficiencies that are critical to your score. Each course covers areas of your property that the
inspectors evaluate. The Right-to-Know course has been created to ensure employees are informed about any chemical hazards they face in their
jobs, as well as how to protect themselves from these hazards.
Training Timeline
Prerequisites
Course Titles
Estimated Cost
Training location
Status please select appropriate box
Within first 90 days
of employment
None
Vol 1: Site
Vol 2: Exterior
Vol 3: Systems
Vol 4: Common Areas
Vol 5: Units
Vol 6: Health & Safety
Vol 7: Compilation Bulletin
N/A
Online Only
Complete
Incomplete
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NCR Basics
NCR Basics is a modular performance improvement system that develops the management skills needed for strategic focus, program compliance and
competitive success. It includes competencies that enhance business decisions, communications and accuracy in reporting.
Training Timeline
Prerequisites
Course Titles
Estimated Cost
Training location
(select one)
Status please select appropriate
box
Within first 12
months of
employment
Prerequisite Program
Fair Housing
Marketing Your Community
Telephone Techniques
Tailoring the Tour and Close
Systems and Paperwork (HUD
or LIHTC)
Move-In Orientation (HUD or
LIHTC)
Move-Out Procedures (HUD or
LIHTC)
Online Team: $100
Classroom: $200
(Includes materials for
all seven modules.
Travel is not included
and assumes the
training will occur in
sequence at a local
location)
Online Learning Team
Classroom
For the current course
calendar, go to the
NCRU National Calendar
online.
Complete
Incomplete
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Management Essentials
The manner in which operational budgets are written and maintained is critical to the daily operation of the community. Accordingly, NCR has
established policy and procedure for all associates who are involved in the budget development and financial management of the community.
Accurate and careful attention to tracking data is crucial to successful residential property management. This module, Understanding Financial
Performance, will lead you through critical steps of this process.
Training Timeline
Prerequisites
Course Titles
Estimated Cost
Training location (select
one)
Status please select appropriate box
1 year to complete
from date of
assignment.
NCR Basics
(entire series)
Financial Performance
Developing a HUD
Budget
NCR Audit Readiness
$50 per person
(Includes materials for both
modules. Travel is not
included.)
Online Learning Team
Classroom
For the current course
calendar, go to the NCRU
National Calendar online.
Audit Readiness is
Online ONLY
Complete
Incomplete
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Regional Management Essentials
NCR Regional Portfolio Leader (RPL) Training is a modular performance improvement system that develops the management skills needed for
strategic focus, sound decision making and quality leadership. It includes competencies that enhance business decisions, communications and
accuracy in reporting.
Training Timeline
Prerequisites
Course Index
Estimated Cost
Training Options (select one)
Status please select appropriate box
1 year to complete
from date of
assignment.
NCR Basics
(entire series)
Management
Essentials
(entire series)
Understanding and
Maximizing Your
Voucher Program
$50 per person
(Includes materials
for both modules.
Travel is not
included.)
Classroom Only
For the current course calendar,
go to the NCRU National
Calendar online.
Complete
Incomplete
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Utility and Procurement Tutorials
Advantage IQ is a utility information service which processes gas, electric, water and sewage invoices for NCR. The first Utility and Procurment
tutorial, Advantage IQ/Performance IQ, describes utility exceptions, logging into Performance IQ, how to find and print invoices, finding historical invoices and
access additional resources.
Training Timeline
Prerequisites
Course Index
Estimated Cost
Training Options (select one)
Status please select appropriate box
90 days to
complete from date
of assignment.
Advantage IQ/Performance
IQ
N/A
Online Only
Complete
Incomplete
