Competency Modeling and Training Needs Analysis
Okun Consulting conducted a training needs analysis and job redesign study for sales professionals
for a large, multinational technology firm. We interviewed over 35 sales professionals and created a
detailed competency model for business development managers.
Okun Consulting conducted a qualitative study of teller turnover at a large, diversified financial
services company. We conducted and analyzed employee interviews and created specific
recommendations for retention initiatives.
Interim Marketing Research Consultant
Working as an interim marketing research consultant in Corporate HR at a large diversified financial
services company, Roxanne Okun Gray managed organizational research initiatives and internal
communications. Her projects included enterprise-wide survey research, focus groups, interview
studies, segmentation analysis, and corporate communications.
Okun Consulting designed a formal selection assessment process for professional employees at an
insurance company. Roxanne completed over 50 pre-hire assessments for this company, including
Performance Management System
Okun Consulting developed a company-wide performance management system for an insurance
company. We provided training for directors on how to deliver effective performance feedback.
Roxanne led an open forum discussion on customer service for the Commercial Mortgage Loan
Administration team at a large, diversified financial services company.
Career Development Training
We designed and delivered Career Development training for a young team at a retail bank. We used
Meyers-Briggs and other assessment tools to guide individual career exploration and planning.