Estimating the Time and Resource Commitments for a Program Administrator (PA)

By richweb - Posted on April 4th, 2008

1. Richweb is asked this question a lot. Here is a short answer:

A Referral Trak PA job would be expected to consume 15 to 30% of a
work week at a community bank with less than 100 employees. At a larger
community bank this figure will increase of course. If you have a person in
chare of training effective coordination between the PA and the training
resource to present a consistent message will prevent either resource from
being over-run with re-work.

2. Here is a more detailed answer which explores the benefits of a PA that can be a strong advocate for the development and maintenance of a thriving organization-wide sales culture:

The ideal PA will be able to communicate the organization's strategic
vision for using Referral Trak to improve its internal sales culture as part
of an ongoing training effort as well as have the data analysis skills to
detect problems with the implementation and chart out corrective action.

Ongoing training and report "spot checking" on the part of a PA will help
ensure that new employees are merged into this new culture and that existing
employees maintain these new learned behaviors when they are no longer "new".
This behavioral maintenance requires savvy leadership to get the employees
to understand the system works for their benefit as well as for the
organizations's benefit. If employees are only making referrals to fill a
quota then when emphasis in the organization shifts elsewhere the referrals
will dry up.

Another aspect of leading a successful internal sales culture development
effort with Referral Trak is the day to day data management. When mistakes
are made (data entry, or configuration, incentive payments, etc) employees
need to have the ability to get those issues fixed correctly and quickly,
otherwise they will lose confidence in a system that is not generating
incentives for these new behaviors. Maintaining the credibility of the
month end reports is not a task only for the 29th and 30th of each month.

Again, spot checking for correct data entry and data update behaviors as
well as correcting mistakes and educating about proper use of Referral Trak
throughout the month ensures that the system is always ready to produce the
reports that show its value.