Annex D. Data recording template
Please summarise the information collected in the three interviews conducted with each enterprise below.
You can provide information in bullet points or as narrative text.
Please ensure that you complete all sections and sub-sections. Where no information is available, please indicate accordingly.
We encourage you to highlight where views between different interviewees diverged and set out these differences clearly below.
Please ensure filling in the accompanying Excel-template on firmographics.
In brackets, we have indicated which question or questions from the topic guides should enable you to complete each bullet point.
Management
Describe the interviewee’s career background (Q1_M, Q2_M, Q3_M, Q5_M).
Describe the interviewee’s attitudes to learning over the life-course. Please provide your own judgement of this, not only based on the interviewee’s self-reported attitudes, but also their answer to other interview questions (mainly Q4_M, but drawing on other answers too).
HR
Describe the interviewee’s career background (mainly Q1_HR, Q2_HR, Q3_HR, Q5_HR).
Describe the interviewee’s attitudes to learning over the life-course. Please provide your own judgement of this, not only based on the interviewee’s self-reported attitudes, but also their answer to other interview questions (mainly Q4_HR, but drawing on other answers too).
Employee representative
Describe in what role the interviewee represents employees (Q2_ER).
Describe the interviewee’s background as an employee representative (Q1_ER).
Describe the interviewee’s attitudes to learning over the life-course. Please provide your own judgement of this, not only based on the interviewee’s self-reported attitudes, but also their answer to other interview questions (mainly Q3_ER, but drawing on other answers too).
Performance management system
Describe the performance management system of the enterprise (Q24_HR, Q15_ER)
Describe the links between performance assessment and pay, promotion prospects, training opportunities (Q24_HR, Q15_ER)
Please give your view on how formal the performance management system is, or if it mainly relies on informal rules (Q24_HR, Q15_ER)
Autonomy, flexibility and dealing with mistakes
Extent of the training offer
Describe to what extent the enterprise provides training opportunities to its employees (Q20_M, Q6_HR, Q5_ER)
Describe if and which groups in the enterprise train more than others (Q20_M, Q6_HR)
Describe if the enterprise offers specific training for employees in disadvantaged position on the labour market (Q20_M, Q6_HR)
Reasons for and benefits of providing training
Obstacles to providing training
COVID-19 Crisis impacts
Describe to what extent the COVID-19 crisis has affected the decision to provide training (Q21_M, Q10_HR)
Describe if these COVID-19 is expected to have a lasting impact on the extent to which training is provided (Q21_M, Q10_HR)
Describe to what extent the COVID-19 crisis has affected the reasons for providing training (Q24_M, Q16_HR)
Describe if these COVID-19 has permanently changed the reasons for providing training in this enterprise (Q24_M, Q16_HR)
Workforce strategy
Describe the workforce strategy, where it exists (Q7_HR, Q8_ER)
Describe alternative approaches of workforce planning in the absence of a strategy (Q8_HR)
Decision-makers
Describe who plans training in the enterprise (Q14_M, Q7_HR, Q8_ER)
Describe how decisions around training are co-ordinated between HR and other departments (Q15_M, Q7_HR, Q8_HR, Q8_ER)
Describe the role of employee representatives in making training decisions (Q14_M, Q9_ER)
Describe the role of individual employees in making training decisions (Q14_M, Q7_HR, Q8_HR, Q8_ER)
Describe how employees access training in the enterprise (Q9_HR, Q7_ER)
Assessing if expected benefits materialise
External support
Describe to what extent and in what ways employees have opportunities to learn in their day-to-day work (Q25_HR, Q16_ER, Q17_ER)
Please give your view to what extent these opportunities are formalised – in the sense that they are encouraged and/or organised by the enterprise on a large scale (Q25_HR, Q16_ER)
Describe to what extent and in what ways employees are encouraged to keep up to date with new products and services, processes or other recent developments in the industry (Q26_HR, Q18_ER)