Plan de Mejora Prácticas Profesionales - Manual de Funciones Banco de Bogotá

Abstract

The objective of an improvement plan for Banco de Bogotá in the area of New Business and Alliances was focused on the creation of a functions manual, where information and indications on the activities performed in the area could be obtained, for this purpose new practical formats were created that compile the most relevant tasks that an intern has to perform, An Excel file was designed that contains a credit agreement follow-up board that helps to control the negotiation processes with different clients and to focus on those clients whose processes have not advanced. In addition, a guide document and a videotutorial were developed to explain the process for submitting a survey to the megaphone, since this is the most frequently used process. The guide details the steps to carry out this process and also has a Word document that describes how to explain the results of the survey, while the videotutorial is a support for the guide with a more detailed explanation. As a result, it was possible to improve and optimize the practitioner's learning processes on the mentioned activities, thus helping to optimize the practitioner's time. As a main conclusion, it can be said that by designing a practical manual of functions, it facilitated the training of the trainee avoiding delays in the activities seen.