企業訓練需求評估之研究—以國內證券投信投顧公會為例

A Study on Training Requirement Assessment of Enterprise —Securities Investment Trust & Consulting Association of R.O.C. as an Example

連珠碧(Chu-Bi Lien)

指導教授 ： 陳海鳴

淡江大學/管理學院/管理科學研究所企業經營碩士在職專班/碩士(2006年)

https://doi.org/10.6846/TKU.2006.00036

摘要

本研究主要目的，為探討我國證券投信投顧公會在辦理其企業會員在職訓練之前，應如何進行其訓練之需求評估，以滿足企業與員工實際或預期的需求，進而提升企業的競爭力。
本研究以文獻分析法、訪談法及問卷調查法等研究方法進行資料的蒐集與整合，以三位訓練需求相關人員為訪談對象，同時採用結構式問卷調查方式，隨機抽樣310份樣本，平均回收率為73%。資料之分析，運用敘述性統計、次數分配、百分比的分析方式，呈現投信投顧公會的學員對於受訓課程的整體感受，以及生涯發展方面之能力需求等調查。
本研究結果發現，投信投顧公會在規劃訓練需求課程時，並未對現有投信
事業公司的教育訓練部門進行訓練需求的調查，建議日後投信投顧公會在規劃訓練課程時，除了根據以往的開辦課程經驗外，應注重對受訓公司之訓練需求調查的重要性。且訓練需求評估者接觸訓練需求評估概念的時間不長，建議投信投顧公會之訓練需求評估者日後應多研習一些正式的人力資源發展專業學分課程，以培養專業知識，有利勤業之遂行。
另外，投信投顧公會對在職教育訓練的掌握，除了要明確的瞭解目前的需求之外，亦可進一步的落實未來學以致用的理念。換言之，訓練的目的是使工作者、工作以及組織三個層面之間達到最佳的契合，同時達成組織經營目標與員工發展目標。

關鍵字：投信事業、訓練、訓練需求、訓練需求評估、訓練需求評估的分析層次

關鍵字

投信事業 ； 訓練 ； 訓練需求 ； 訓練需求評估 ； 訓練需求評估的分析層次

並列摘要

This research tries to find how and should the Securities Investment Trust & Consulting Association (SITCA) to assess the training requirement of enterprise members before handling the in-service training program. Also, this research provides some suggestions to SITCA to meet the need of enterprise members, and improve the competitiveness.
Literature review, interview method and questionnaires survey are used to get the necessary data. Three interviewees are the officers who charge the training affairs in SITCA. Meanwhile, there are 310 random samples to answer the questionnaires and finally the effective return ratio is 73%. Students’ feelings for the undergoing courses of SITCA and the requirement ability of career development are investigated in the questionnaires. Finally, the methods of descriptive statistics, frequency distribution and percentage are used to analyze the collected data.

The research result indicates that SITCA didn’t set-up any training requirement assessment from the training department of enterprise members. We suggest SITCA should concern the training requirement of enterprise members in the future, not just according to past running courses only. And the person who handles the project is lack of the training requirement concept and her working experience is not long in this field. Recommend she should take more training program of human resource development to get the professional skill to satisfy enterprise members needs.
In addition, the in-service training program of SITCA should not only understand the present requirement of enterprise members needs, but also meet the further practice needs in the future. In other words, the training purpose should meet the requirement of employees, jobs and organization, and to achieve the objectives of organization and employee development.

Key words:
Securities Investments, Training, Training Requirement, Training Requirement Assessment, Analysis level of Training Requirement Assessment

並列關鍵字

Securities Investments ； Training ； Training Requirement ； Training Requirement Assessment ； Analysis level of Training Requirement Assessment

參考文獻

行政院勞工委員會職業訓練局（1998），企業訓練專業人員工作手冊，臺北：行政院勞工委員會職業訓練局。

Robinson, D. G. & Robinson, J. C., (1989), Training for Impact, San Francisco: Jossey-Bass

DeSimone, R. L., &Harris, David M. (1998), Human Resource Development, Fortworth, TX: The Dryden Press.

Goldstein, I. L. (1980), Training in Work Organization, Annual Review of Psychology, 31, 229-272.

Goldstein, I. L. (1986), Training in Organization: Needs Assessment, Development, and Evaluation, Pacific Grove, (2nd Ed), Pacific Grove, Calif: Brooks-Cole