Final presentation of results prepared for SAICA Trainee and Training officer Satisfaction Survey Trainee Satisfaction results 19 April 2012 2012 Ipsos. All rights reserved. Contains Ipsos' Confidential and Proprietary information and may not bedisclosed or reproduced without the prior written consent of Ipsos. Content Project rationaleDemographic profileGeneral aspects of the training programmeAssessment of traineesIpsos satisfactionKey Take outsProject team Project rationale 3 4 Since 2008, SAICA has conducted an annual Trainee and Training Officer Satisfaction Survey. In order to ensure that SAICA continues to satisfy all trainees and training officer needs, the survey continued in However to allow for changing experiences among this group of SAICA professionals, the need to restructure both the questionnaires was apparent. Given the restructuring in 2012 of questionnaires, all trackability of previous research has been lost, thus no tracking data is available. SAICA appointed Ipsos to conduct this study among trainees and training officers whilst at the same time incorporating the expertise of the their technology partner JHnet, who hosted the online survey. Demographic profile of trainees comparison Size of the training office Total universe Small (0-29) Medium (30-99) Large (100+) Type of training office Total universe Public practice (TIPP) Commerce & industry (TOPP) Public sector00 Region Total universe North South East Central158626 Demographic profile of trainees comparison (%s) 6 Size of the training office Total universe (n=8513) Small (0-29)84%83%65%60% Medium (30-99)11%14%18%19% Large (100+)4%3%17%21% Type of training office Total universe (n=8509) Public practice (TIPP)76%85%94%96% Commerce & industry (TOPP)21%12%6%4% Public sector3% 0% Region Total univer se (n=8511) North53%46%55%54% South27% 25%26% East9%18%13%12% Central11%10%7% Academic qualification TOTAL (n=2416)TIPP (n=2267)TOPP (n=147) Matric20%22%1% Non-accredited degree5%6%1% Non-relevant degree2% 0% Accredited BCom27%29%8% CTA9% QE128%25%63% QE29%8%18% The percentage of trainees from larger training offices who have participated in the survey in 2012 have increased from 2009 and Trainees from the commerce and industry sector who participated in the survey in 2012 have declined in comparison to the previous two years. Trainees who participated across the regions have remained stable over the last three years. Most trainees who participated in the survey have either an accredited BCom degree or a QE1 qualification. The percentage of trainees from larger training offices who have participated in the survey in 2012 have increased from 2009 and Trainees from the commerce and industry sector who participated in the survey in 2012 have declined in comparison to the previous two years. Trainees who participated across the regions have remained stable over the last three years. Most trainees who participated in the survey have either an accredited BCom degree or a QE1 qualification. Technical aspects to remember when reading this report SAICA has asked a number of 10 point scale questions The slides that follow are interpreted as follows: Top box scores on the 10 point scale are based on respondents selecting ratings of 8-10 (Top 3 box). Bottom box scores are based on respondents selecting ratings of 0-4 (Bottom 5 box). When looking at the SAICA satisfaction (Ipsos satisfaction modeling) questions these slides are interpreted as follows: Top box scores on the 5 point scale are based on respondents selecting ratings of 4-5 (Top 2 box). Bottom box scores are based on respondents selecting ratings of 1-2 (Bottom 2 box). 010 Agreement Top 3 Bottom 5 1 Very negative Very positive 7 Agreement Bottom 2 1 Very negativeVery positive Top 2 Important information when reading this report 8 Significance testing (2-tailed t-test) has been carried out to establish whether at a *95% confidence level, differences occur among the different types of trainees, these differences could be significantly higher or lower than the total sample or each other. Significantly higher and lower points are shown as follows: Where significant differences do occur, reference has been made to this. TIPP = Training inside of Public Practice TOPP= Training outside of Public Practice 2 respondents from the England office are not categorised as TIPP or TOPP * A confidence level of 95% gives us a probability for a Type 1 error of 100% - 5% = 5%. It is the most commonly used level. A confidence level of 90% gives us a probability for Type 1 of 10%, but a smaller probability for a Type 2 error. A confidence level of 99% gives us a probability for Type 1 of 1%, but a larger probability for a Type 2 error. There is no rule that specifies which one should be taken, 95% is just the usual, default confidence level applied. Significantly higher Significantly lower General aspects of the training programme 9 Road map 10 Responsibilities of trainees Induction and competencies Supervision, development and assessment Recommendation of training office and career choice Other The SAICA training programme (1) 11 Please indicate on a scale of 0 to 10, how satisfied you are with SAICA and your training programme, where 0 indicates extremely dissatisfied and 10 indicates extremely satisfied. Aspects of the training programme responsibilities of trainees (%) Mean Q1. I understand my responsibilities in relation to my training contract Q2. I understand the responsibilities of those persons who supervise me Q3. I understand the responsibilities of my training officer. (10Strongly agree 0 Strongly disagree) Responsibilities of trainees (%) TOTAL (n=2416)TIPP (n=2267)TOPP (n=147) The SAICA training programme (TIPP by size of training office) 12 Please indicate on a scale of 0 to 10, how satisfied you are with SAICA and your training programme, where 0 indicates extremely dissatisfied and 10 indicates extremely satisfied. Aspects of the training programme responsibilities of trainees (%) Mean Q1. I understand my responsibilities in relation to my training contract Q2. I understand the responsibilities of those persons who supervise me Q3. I understand the responsibilities of my training officer. (10Strongly agree 0 Strongly disagree) Responsibilities of trainees (%) TIPP (n=2267)Small (n=1431)Medium (n=431) Large (n=405) The SAICA training programme (TIPP by region) 13 Please indicate on a scale of 0 to 10, how satisfied you are with SAICA and your training programme, where 0 indicates extremely dissatisfied and 10 indicates extremely satisfied. Aspects of the training programme responsibilities of trainees (%) Mean Q1. I understand my responsibilities in relation to my training contract Q2. I understand the responsibilities of those persons who supervise me Q3. I understand the responsibilities of my training officer. (10Strongly agree 0 Strongly disagree) Responsibilities of trainees (%) TIPP (n=2267)North (n=1201)South(n=598) East (n=310) Central (n=158) The SAICA training programme (TIPP by race) 14 Please indicate on a scale of 0 to 10, how satisfied you are with SAICA and your training programme, where 0 indicates extremely dissatisfied and 10 indicates extremely satisfied. Aspects of the training programme responsibilities of trainees (%) Mean Q1. I understand my responsibilities in relation to my training contract Q2. I understand the responsibilities of those persons who supervise me Q3. I understand the responsibilities of my training officer. (10Strongly agree 0 Strongly disagree) Responsibilities of trainees (%) TIPP (n=2267)White (n=1252)African (n=521)Indian (n=347) Coloured (n=141)Other (n=6*) *small base size The SAICA training programme (Race by size) 15 Please indicate on a scale of 0 to 10, how satisfied you are with SAICA and your training programme, where 0 indicates extremely dissatisfied and 10 indicates extremely satisfied. Aspects of the training programme responsibilities of trainees (%) Mean Q1. I understand my responsibilities in relation to my training contract Q2. I understand the responsibilities of those persons who supervise me Q3. I understand the responsibilities of my training officer. (10Strongly agree 0 Strongly disagree) Responsibilities of trainees (%) TIPP (African) (n=521)Small (n=295)Medium (n=141)Large (n=85) 16 Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. Mean (10Strongly agree 0 Strongly disagree) Q4. The induction I received upon joining the training office informed and prepared me adequately for my role and responsibilities as a trainee accountant Q5. I have reasonable access to my training officer, through the structures within my training office Q6. I know what the competencies are that I need to achieve in my training programme Q7. I receive adequate on-the-job experience to enable me to achieve the competencies prescribed by SAICA The SAICA training programme (2) Aspects of the training programme induction and competencies (%) Significantly higher Significantly lower Induction and competencies (%) TOTAL (n=2416)TIPP (n=2267)TOPP (n=147) 17 Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. Mean (10Strongly agree 0 Strongly disagree) Q4. The induction I received upon joining the training office informed and prepared me adequately for my role and responsibilities as a trainee accountant Q5. I have reasonable access to my training officer, through the structures within my training office Q6. I know what the competencies are that I need to achieve in my training programme Q7. I receive adequate on-the-job experience to enable me to achieve the competencies prescribed by SAICA The SAICA training programme (TIPP by size of training office) Aspects of the training programme induction and competencies (%) Induction and competencies (%) TIPP (n=2267)Small (n=1431)Medium (n=431) Large (n=405) 18 Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. Mean (10Strongly agree 0 Strongly disagree) Q4. The induction I received upon joining the training office informed and prepared me adequately for my role and responsibilities as a trainee accountant Q5. I have reasonable access to my training officer, through the structures within my training office Q6. I know what the competencies are that I need to achieve in my training programme Q7. I receive adequate on-the-job experience to enable me to achieve the competencies prescribed by SAICA The SAICA training programme (TIPP by region) Aspects of the training programme induction and competencies (%) Induction and competencies (%) TIPP (n=2267)North (n=1201)South(n=598) East (n=310) Central (n=158) 19 Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. Mean (10Strongly agree 0 Strongly disagree) Q4. The induction I received upon joining the training office informed and prepared me adequately for my role and responsibilities as a trainee accountant Q5. I have reasonable access to my training officer, through the structures within my training office Q6. I know what the competencies are that I need to achieve in my training programme Q7. I receive adequate on-the-job experience to enable me to achieve the competencies prescribed by SAICA The SAICA training programme (TIPP by race) Aspects of the training programme induction and competencies (%) Induction and competencies TIPP (n=2267)White (n=1252)African (n=521)Indian (n=347) Coloured (n=141)Other (n=6*) *small base size (%) 20 Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. Mean (10Strongly agree 0 Strongly disagree) Q4. The induction I received upon joining the training office informed and prepared me adequately for my role and responsibilities as a trainee accountant Q5. I have reasonable access to my training officer, through the structures within my training office Q6. I know what the competencies are that I need to achieve in my training programme Q7. I receive adequate on-the-job experience to enable me to achieve the competencies prescribed by SAICA The SAICA training programme (Race by size) Aspects of the training programme induction and competencies (%) Induction and competencies (%) TIPP (African) (n=521)Small (n=295)Medium (n=141)Large (n=85) 21 Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. Mean (10Strongly agree 0 Strongly disagree) Q8. I receive adequate on-the- job supervision and coaching and regular, timeous and constructive feedback about work I have performed Q9. My training office has taken adequate steps to keep me informed of developments in the profession (e.g. new statements, legislation, etc.) Q10. I clearly understand the objectives of the trainee assessment process Q11. The assessment process functions effectively in my training office i.e. I received regular and timeous feedback on my assessment forms. The SAICA training programme (3) Aspects of the training programme supervision, development and assessment (%) Significantly higher Significantly lower Q12. My training office takes adequate steps to address development areas identified through the assessment process Supervision, development and assessment TOTAL (n=2416)TIPP (n=2267)TOPP (n=147) (%) 22 Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. Mean (10Strongly agree 0 Strongly disagree) Q8. I receive adequate on-the- job supervision and coaching and regular, timeous and constructive feedback about work I have performed Q9. My training office has taken adequate steps to keep me informed of developments in the profession (e.g. new statements, legislation, etc.) Q10. I clearly understand the objectives of the trainee assessment process Q11. The assessment process functions effectively in my training office i.e. I received regular and timeous feedback on my assessment forms. The SAICA training programme programme (TIPP by size of training office) Aspects of the training programme supervision, development and assessment (%) Q12. My training office takes adequate steps to address development areas identified through the assessment process Supervision, development and assessment (%) TIPP (n=2267)Small (n=1431)Medium (n=431) Large (n=405) 23 Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. Mean (10Strongly agree 0 Strongly disagree) Q8. I receive adequate on-the- job supervision and coaching and regular, timeous and constructive feedback about work I have performed Q9. My training office has taken adequate steps to keep me informed of developments in the profession (e.g. new statements, legislation, etc.) Q10. I clearly understand the objectives of the trainee assessment process Q11. The assessment process functions effectively in my training office i.e. I received regular and timeous feedback on my assessment forms. The SAICA training programme programme (TIPP by region) Aspects of the training programme supervision, development and assessment (%) Q12. My training office takes adequate steps to address development areas identified through the assessment process Supervision, development and assessment (%) TIPP (n=2267)North (n=1201)South(n=598) East (n=310) Central (n=158) 24 Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. Mean (10Strongly agree 0 Strongly disagree) Q8. I receive adequate on-the- job supervision and coaching and regular, timeous and constructive feedback about work I have performed Q9. My training office has taken adequate steps to keep me informed of developments in the profession (e.g. new statements, legislation, etc.) Q10. I clearly understand the objectives of the trainee assessment process Q11. The assessment process functions effectively in my training office i.e. I received regular and timeous feedback on my assessment forms. The SAICA training programme (TIPP by race) Aspects of the training programme supervision, development and assessment (%) Q12. My training office takes adequate steps to address development areas identified through the assessment process Supervision, development and assessment TIPP (n=2267)White (n=1252)African (n=521)Indian (n=347) Coloured (n=141)Other (n=6*) *small base size (%) 25 Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. Mean (10Strongly agree 0 Strongly disagree) Q8. I receive adequate on-the- job supervision and coaching and regular, timeous and constructive feedback about work I have performed Q9. My training office has taken adequate steps to keep me informed of developments in the profession (e.g. new statements, legislation, etc.) Q10. I clearly understand the objectives of the trainee assessment process Q11. The assessment process functions effectively in my training office i.e. I received regular and timeous feedback on my assessment forms. The SAICA training programme (Race by size) Aspects of the training programme supervision, development and assessment (%) Q12. My training office takes adequate steps to address development areas identified through the assessment process Supervision, development and assessment (%) TIPP (African) (n=521)Small (n=295)Medium (n=141)Large (n=85) How SAICA fairs on aspects of the training programme - Snapshot 26 Aspects of training programmeHow do you fare?Comment Q4. Induction 52% of trainees agree that the induction received upon training prepared them adequately for their role as trainee accountant Q5. Access to training officer70% of trainees have access to their training officer Q6. Knowledge of competencies 75% of trainees know what competencies they need to achieve Q7. Adequate on-the-job training experience to achieve competencies 65% of trainees agree that they receive adequate on-the-job experience Q8. Adequate on-the-job supervision and coaching Just over 55% of trainees receive on-the-job supervision and coaching. Interesting to note that males feel significantly more than females that they receive adequate on the job supervision and coaching. Q9. Adequate steps to keeping me informed 65% of trainees agree that their training office has taken steps to keep them informed Q10. Understanding the objectives of trainee assessment process Just over 60% of trainees understand the objectives of the trainee assessment process Q11. Assessment process functions effectively 50% of trainees feel that the assessment process functions effectively in their training office Q12. Training office takes adequate steps to address development areas identified through assessment process 46% of trainees feel that the training office takes adequate steps to address development areas Scores 70% and greater Scores 51% - 69% Scores 50% and below 27 Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. Aspects of the training programme recommendation of training office and career choice (%) (10Strongly agree 0 Strongly disagree) The SAICA training programme (4) Mean Q13. I would recommend this training office to other prospective trainees Q14. I am positive about my career choice to become a CA(SA) Q15. If I were to choose again I would again consider training to become a CA(SA) Significantly higher Significantly lower Recommendation of training office and career choice TOTAL (n=2416)TIPP (n=2267)TOPP (n=147) (%) 28 Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. Aspects of the training programme recommendation of training office and career choice (%) (10Strongly agree 0 Strongly disagree) The SAICA training programme (TIPP by size of training office) Mean Q13. I would recommend this training office to other prospective trainees Q14. I am positive about my career choice to become a CA(SA) Q15. If I were to choose again I would again consider training to become a CA(SA) Recommendation of training office and career choice (%) TIPP (n=2267)Small (n=1431)Medium (n=431) Large (n=405) 29 Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. Aspects of the training programme recommendation of training office and career choice (%) (10Strongly agree 0 Strongly disagree) The SAICA training programme (TIPP by region) Mean Q13. I would recommend this training office to other prospective trainees Q14. I am positive about my career choice to become a CA(SA) Q15. If I were to choose again I would again consider training to become a CA(SA) Recommendation of training office and career choice (%) TIPP (n=2267)North (n=1201)South(n=598) East (n=310) Central (n=158) 30 Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. Aspects of the training programme recommendation of training office and career choice (%) (10Strongly agree 0 Strongly disagree) The SAICA training programme (TIPP by race) Mean Q13. I would recommend this training office to other prospective trainees Q14. I am positive about my career choice to become a CA(SA) Q15. If I were to choose again I would again consider training to become a CA(SA) Recommendation of training office and career choice TIPP (n=2267)White (n=1252)African (n=521)Indian (n=347) Coloured (n=141)Other (n=6*) *small base size (%) 31 Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. Aspects of the training programme recommendation of training office and career choice (%) (10Strongly agree 0 Strongly disagree) The SAICA training programme (Race by size) Mean Q13. I would recommend this training office to other prospective trainees Q14. I am positive about my career choice to become a CA(SA) Q15. If I were to choose again I would again consider training to become a CA(SA) Recommendation of training office and career choice (%) TIPP (African) (n=521)Small (n=295)Medium (n=141)Large (n=85) 32 Q15. If I were to choose again I would again consider training to become a CA(SA) Why do you say this? Respondents who rated top 3 (%) The SAICA training programme (5) TOTALTIPPTOPP n= Enjoy what I do / love it / have a passion for it / enjoy this profession / enjoy this field of work Good (job) opportunities / unlimited opportunities/options / opens doors / one will always get work Increases one's (business) knowledge / one is constantly learning new things / would not have gained this knowledge elsewhere / learn on a day to day basis / learn how businesses operate Have always wanted to be a CA / would not like to do anything else / fit in well with this profession / my childhood dream / the best decision I've made Good career path / good career opportunities / will enhance my career9911 Challenging field of work887 Have a good training office/officer e.g. thorough/in depth training / prepares one for the workplace / on the job training 7713 Diverse field /come into contact with a wide range of industries / will fit in anywhere / do different tasks for different places 7710 Gain good experience / valuable experience664 (%) Includes responses 3% and greater Significantly higher Significantly lower 33 Q15. If I were to choose again I would again consider training to become a CA(SA) Why do you say this? Respondents who rated top 3 (%) The SAICA training programme (5) continued TOTALTIPPTOPP n= A good qualification to have / one of the best qualifications / a good profession to be in656 A highly respected profession/ high regarded / highly respected internationally / highly recognised5511 Good exposure / get all the exposure I need / get exposure abroad449 An internationally recognised occupation / work opportunities abroad442 Ensures one of a good future443 Equips one with the necessary skills e.g. soft skills / technical skills / management skills334 Meet different people / like working with people / meet new people /meet diverse clients331 Good earning potential / CA's are well paid / creates financial stability333 Great demand for CA's / shortage of CA's in the country / sought after332 (%) Includes responses 3% and greater Significantly higher Significantly lower 34 Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. The SAICA training programme (6) (%) Includes responses 2% and greater TOTALTIPPTOPP n= Would not want to stay in this profession for the rest of my life / should have studied for a different degree 8711 A difficult field of study / not an easy route to follow670 Students are not adequately informed about what this profession entails / not what I expected it to be670 Salaries are poor670 Takes too long to complete the degree / training period too long / lot of time is spent studying560 Poor treatment of some Article Clerks/trainees330 Not all trainees are receiving the same quality training / varies from company to company / not equal330 No significant differences between TIPP and TOPP Q15. If I were to choose again I would again consider training to become a CA(SA) Why do you say this? Respondents who rated bottom 5(%) 35 Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. The SAICA training programme (6) continued (%) Includes responses 2% and greater TOTALTIPPTOPP n= Good (job) opportunities / unlimited opportunities/options / opens doors / one will always get work330 Can be stressful e.g. training330 Not an enjoyable experience330 Gain good experience / valuable experience220 Good career path / good career opportunities / will enhance my career220 Boring220 Become demotivated220 Requires working long hours / work has to be finished220 No significant differences between TIPP and TOPP Q15. If I were to choose again I would again consider training to become a CA(SA) Why do you say this? Respondents who rated bottom 5(%) Trainee failure to complete the programme 36 Q17. Why do you believe trainees fail to complete the programme successfully? TOTALTIPPTOPP n= Hard to balance work and studies / the demands/pressure of working and studying15 4 Financial issues e.g. lack of money, remuneration becomes a factor, poor salary, high study fees, SAICA salary scales are too low 14 4 Lack of commitment / not dedicated / they have not got the perseverance11 12 Lack of adequate support e.g. lack of monitoring, not enough supervision9819 The level of pressure / they cannot handle pressure/stress773 Requires hard work / they do not work hard enough / not enough studying / lazy775 Potentially due to work responsibilities / they are over worked / deadlines / work pressure / work load671 Do not always pass / they fail subjects/board exam/CTA6614 Lack of motivation665 Incorrect career choice (forced into it by parents)665 Time is the limiting factor (qualifying requires time) / requires time management662 Difficult field / programme is difficult / not an easy course / academic side is difficult553 (%) Includes responses 3% and greater Significantly higher Significantly lower Trainee failure to complete the programme continued 37 Q17. Why do you believe trainees fail to complete the programme successfully? TOTALTIPPTOPP n= Demotivation / they lose hope/faith/interest/self-confidence / they have a low self-esteem555 The quality of training / inadequate/poor training/coaching555 No job satisfaction / do not enjoy the type of work they are doing e.g. auditing, boring work553 Not understanding the requirements clearly / what is expected / wrong idea of what the training programme is before getting themselves into it 445 The study period/process for completion is very long442 They do not get required exposure/experience e.g. in industries/with clients (in all the necessary areas to become competent 449 Lack of academic progress443 They do not take responsibility for their own development / don't take iniative335 Lack of focus / lose focus on future benefits/goals/bigger picture/the prize333 Lack of self-discipline333 Issues with competencies e.g. limited opportunities in signing off, inadequate opportunities to obtain, onerous not always practical, achieved too late in training contract, incomplete 336 Issues at training office e.g. bad experience at their training office, hostile training environment, office politics etc. 335 (%) Includes responses 3% and greater Significantly higher Significantly lower Trainee successful completion of the programme 38 Q18. Why do you believe trainees successfully complete the training programme? TOTALTIPPTOPP n=n= Good support system / support from the office / support from the training offices / support from fellow employees / support from assessors Determination / determination to complete what you started / determination for a better life16 18 Motivation / motivated to complete the course / motivated to succeed15 10 Diligence / hard work / hard work ethics Personal ambition / personal drive / ambition / want to be a CA / destined to become a CA13 15 Commitment / dedication13 12 Training / proper training from training officers / proper coaching and encouragement from training officers / training is a good way of understanding the practical side 888 Goal driven / have clear goals / complete their goals and qualify887 Increases future prospects / have more options/opportunities / can start your own business667 Perseverance555 Passion / real passion for the job / passion towards the training program and auditing industry557 Enjoy / love what they do553 Includes responses 3% and greater (%) Significantly higher Significantly lower Trainee successful completion of the programme continued 39 Q18. Why do you believe trainees successfully complete the training programme? TOTALTIPPTOPP n=n= Successful Academic progress / trainees who are doing well academically / a good basis from the university / academic success e.g. CTA honours / pass exams 445 Positive attitude444 Rewards of becoming a CA / rewards of completing the training program / rewards once we qualify / rewards after articles are worth it 445 Good support from family / financial support from family441 Focused / you must stay focused / focus on the job at hand443 Salary / major increase in salary once qualified / financial gain443 Endurance / having spent so much time and money on studying it would be pointless to give up now334 Responsibility / take responsibility for their own development335 Discipline / self-discipline / disciplined lifestyle331 The experience/knowledge you gain / on job experience332 Eager to learn / the will to learn (and grow)333 Understanding the career path e.g. requirements of becoming a CA338 Achieve SAICA competencies / ensure that their competencies are fulfilled3210 Includes responses 3% and greater (%) Significantly higher Significantly lower Motivation to stay 40 Q19. What would motivate you to stay with current training office once you have completed your training contract? TOTALTIPPTOPP n= Money / salary package / better salary / market related salary / increases / salary in line with qualification31 28 Work environment / different work environment / better work environment / positive work environment / good work environment / social environment / productive environment 9108 Good working relationships / the people / like a family / know the people9108 Promotion / career advancement / management position team leader position / senior role9912 Growth potential / development / opportunities to grow / continuous growth9915 Work experience / managerial experience / experience on bigger variety of clients / experience post articles / in many fields / new experience / at more senior level 884 Learning is available /knowledgeable people to learn from / opportunity to learn /commitment to learning / increased knowledge / further study 669 Opportunities / alternative opportunities e.g. to work overseas / international travel / local travel559 Diversity / diversification into other aspects of accounting / away from accounting / move to another department e.g. tax, accounting division 556 Good variety of clients / good portfolio of clients / know which clients I would be allocated / clients I am already exposed to / (good) client relations I have built up / more clients 551 (%) Includes responses 3% and greater Significantly higher Significantly lower Motivation to stay continued 41 Q19. What would motivate you to stay with current training office once you have completed your training contract? TOTALTIPPTOPP n= Training / good training / more training / on the job training / on going training / to train trainees / leadership training / bigger training office / broader range 553 The position I am offered / position of my choice / a better position / good position / types of job available / if offered a position 4328 Exposure / increased exposure / exposure to new projects / exposure to different industries / exposure to auditing clients / larger clients / to everything e.g. tax accounts etc 445 Attitude of managers / partners / training officers staff e.g. helpful, friendly, kindness, professional / professional treatment / approachable 440 Like working at present training office / enjoy the job / great company to work for / would like to stay here / proud to work here 335 Good support / academic support / training support e.g. by seniors, management, training office, fellow trainees 333 Possibility to become a partner330 New/variety of responsibilities / more responsibilities / job responsibilities / clear job responsibilities / shared responsibility / responsibility to run jobs 332 Appreciation / recognition of achievement / efforts / of completing training program332 (%) Includes responses 3% and greater Significantly higher Significantly lower Aspects considered when choosing training office 42 Q20. Please mention up to 3 aspects you considered when choosing a training office? TOTALTIPPTOPP n= Location of the office / close to office31329 Salary / salary package / remuneration / highest paid training office27 30 Client base / client portfolio / type of client / wide range of clients / size of client / quality of client18193 Reputation / reputable17 25 Size / size of office16 14 Environment / working environment12 7 Level of exposure / rotation policy / exposure to different sectors and topics / exposure to all areas not only auditing11 18 People / staff / quality of people / friendly people992 Experience / work experience / practical experience9813 Opportunities / opportunities for growth / opportunities given to trainees665 Culture / office culture / company culture5510 Includes responses 3% and greater (%) Significantly higher Significantly lower Aspects considered when choosing training office continued 43 Q20. Please mention up to 3 aspects you considered when choosing a training office? TOTALTIPPTOPP n= Academic support / study support / opportunity to study while working551 Type of work / area of expertise / nature of the firm / industry in which business operates / whether it is a Tipp or Topp training office 5330 Type of training offered / structured training plan / on the job training / continuous training / programme offered / sent on training courses 443 The level at which training is provided / provide quality training337 Word of mouth e.g. past experience of trainees, opinions of people who work at the training office, recommendations of friends 333 Reference to training officer e.g. accredited to SAICA, delivers quality service, easily approachable, good leadership skills, depth of knowledge and expertise 333 Small to medium offices as opposed to big offices e.g. receive more exposure in smaller offices / bigger firms result in not performing all aspects of an audit 331 Is the training office part of the Big Four / big 4 audit firm330 Secondment opportunities / opportunities to go to other offices abroad / opportunities to travel336 Study leave policy331 Post article opportunities / future after completing articles / future employment prospects3211 Includes responses 3% and greater (%) Significantly higher Significantly lower Training office 44 Where did you find out about your training office? Significantly higher Significantly lower Total (n=2416) % TIPP (n=2267) % TOPP (n=147) % Recruitment days/University open-day / university career exhibition / campus visits Advertisements12 7 Newspaper994 Google8714 Recruitment agents888 Find a CA (SA)221 nowican000 Other49 50 Other TotalTIPPTOPP Friend(s)16 10 Word of mouth663 Family / relative(s)552 Personal contact / knew someone who worked there / trainees who were in the firm221 Includes responses 2% and greater Training office (TIPP by size and race) 45 Where did you find out about your training office? Other Size Total TIPP (n=2267) % Small (n=1431) % Medium (n=431) % Large (n=405) % Recruitment days/University open-day / university career exhibition / campus visits Advertisements Newspaper91175 Google7777 Recruitment agents81056 Find a CA (SA)2311 nowican0000 Race Total TIPP (n=2267) % White (n=1252) % African (n=521) % Indian (n=347) % Coloured (n=141) % Other (n=6*) *small base size % Recruitment days/University open-day / university career exhibition / campus visits Advertisements Newspaper Google Recruitment agents Find a CA (SA) nowican000000 Training office best aspects 46 Q29. List up to three best aspects of your training office Other TOTALTIPPTOPP n= Client base / client portfolio /diversity of clients / long standing clients / good range of clients / quality clients / listed clients Exposure / exposure to different sections / to all aspects (of an audit, accounting, tax etc.) / greater exposure to different industries / rotation policy Provide sufficient/regular/additional training11126 Experience / work experience / hands on experience / different areas of experience10 12 The support system / they are supportive / always a helping hand / offer supervision / guidance10913 Colleagues/staff/clerks e.g. who work with you / support from fellow employees / supportive colleagues / good relationship between workers/clerks 9101 Reference to partners/management/senior staff e.g. attitude, helpful, supportive, approachable, get involved 993 An open-door policy / direct/easy access / accessible (to partners/managers/training officer)995 Environment / good working environment996 Friendly / friendly people883 Includes responses 4% and greater (%) Significantly higher Significantly lower Training office best aspects continued 47 Q29. List up to three best aspects of your training office Other TOTALTIPPTOPP n= Small/small to medium office / gain more experience/exposure in smaller offices / small office - people are more aware of you/not just a number / few people 772 People / good/interesting/new people775 Location of the office / close to home / positioned in a reputable area / city where is based661 Opportunities / opportunities for growth/development / opportunities given to trainees665 Provide good/thorough/quality training / well managed training programme664 Good learning environment / learning opportunities / gain knowledge666 Academic support / study support555 Salary / good/attractive salary / competitive remuneration / pay salaries on time4412 Culture /staff culture / company culture445 Social side / social environment/events/activities e.g. swimming pool, bar, cake days441 Includes responses 4% and greater (%) Significantly higher Significantly lower Training office worst aspects 48 Other Q30. List up to three worst aspects of your training office TOTALTIPPTOPP n= Reference to salaries e.g. low salaries, salaries not market related, small salary increases, salaries not based on experience Negative reference to managers/partners e.g. poor, autocratic, power driven, not understanding, inconsistent, uncaring, incompetent, unapproachable, dishonest, lack people skills 7610 Negative reference to training e.g. lack of training, training is not up to standard, not enough training courses, training not properly scheduled, not enough out of office training 669 Time constraints/deadlines / unreasonable deadlines / back to back deadlines561 Trainees/clerks do not get treated equally / do not have equal opportunities when it comes to job experience / do not allocate clients evenly / unfairness 561 Lack of communication e.g. between training officer and trainees, between managers, between floors, not kept up to date with changes and developments 5410 Negative reference to staff review/rating process/system e.g. allows for manipulation, not equally applied, performance rating is very subjective, not transparent 553 Workload too high450 Reference to work colleagues/other trainees e.g. rude, lazy, irritable, bad attitude, negative attitude, competitive, two-faced, incompetent, have different work ethics 442 (%) Includes responses 3% and greater Significantly higher Significantly lower Training office worst aspects continued 49 Other Q30. List up to three worst aspects of your training office TOTALTIPPTOPP n= Lack of timely feedback / no regular feedback e.g. on work completed, on performance assessments, no feedback on how to improve, on mistakes made 443 Too much pressure / too much stress341 Favouritism341 Too much overtime/weekend work331 Long working hours331 Lack of support for trainees / no assistance or guidance / no mentorship / no coaching e.g. from partners333 Shortage of staff / lack of sufficient clerks / need more trainees331 Not enough exposure to all the required aspects of the profession / no exposure to certain business areas e.g. salaries, tax, finance, accounting, management accounting, audit 333 Not enough work for the staff / too few audits / trainees idle for long periods / limited client base / too many trainees for amount of work 331 Reference to working for a small practice e.g. don't get experience on a variety of types of business, not much job rotation, not well known, companies only hire \big 4\"article clerks" 332 (%) Includes responses 3% and greater Significantly higher Significantly lower Most effective and preferred mediums of learning 50 Mediums of learning Significantly higher Significantly lower Total (n=2416)TIPP (n=2267)TOPP (n=147) e-learning DVDs Interactive online internet sessions Other Other TOTALTIPPTOPP None / not applicable9103 Personal medium / person to person learning / face to face learning / one on one sessions 553 Lectures / live lectures / interactive lectures554 Notes / hard copy / study guides / handbooks443 Book material / text books / reading material335 Classroom learning / live in the classroom / class sessions / classroom training 333 Includes responses 3% and greater Most effective and preferred mediums of learning (TIPP by size and race) 51 Mediums of learning Size Total TIPP (n=2267) % Small (n=1431) % Medium (n=431) % Large (n=405) % e-learning DVDs Interactive online internet sessions Other Race Total TIPP (n=2267) % White (n=1252) % African (n=521) % Indian (n=347) % Coloured (n=141) % Other (n=6*) *small base size % e-learning DVDs Interactive online internet sessions Trainee assessment 52 Trainee assessment (1) 53 Mean Q35. The assessment process assists me to monitor my progress towards achieving the prescribed competencies (10Strongly agree 0 Strongly disagree) Q36. I believe I understand the assessment process overall Trainee assessment (%) Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. Significantly higher Significantly lower TOTAL (n=2416)TIPP (n=2267)TOPP (n=147) (%) Trainee assessment (TIPP by size of training office) 54 Mean Q35. The assessment process assists me to monitor my progress towards achieving the prescribed competencies (10Strongly agree 0 Strongly disagree) Q36. I believe I understand the assessment process overall Trainee assessment (%) Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. TIPP (n=2267)Small (n=1431)Medium (n=431) Large (n=405) (%) Trainee assessment (TIPP by region) 55 Mean Q35. The assessment process assists me to monitor my progress towards achieving the prescribed competencies (10Strongly agree 0 Strongly disagree) Q36. I believe I understand the assessment process overall Trainee assessment (%) Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. (%) TIPP (n=2267)North (n=1201)South(n=598) East (n=310) Central (n=158) Trainee assessment (TIPP by race) 56 Mean Q35. The assessment process assists me to monitor my progress towards achieving the prescribed competencies (10Strongly agree 0 Strongly disagree) Q36. I believe I understand the assessment process overall Trainee assessment (%) Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. TIPP (n=2267)White (n=1252)African (n=521)Indian (n=347) Coloured (n=141)Other (n=6*) *small base size (%) Trainee assessment (Race by size) 57 Mean Q35. The assessment process assists me to monitor my progress towards achieving the prescribed competencies (10Strongly agree 0 Strongly disagree) Q36. I believe I understand the assessment process overall Trainee assessment (%) Please indicate on a scale of 0 to 10, to what extent you agree or disagree with the following statements, where 0 indicates strongly disagree and 10 indicates strongly agree. (%) TIPP (African) (n=521)Small (n=295)Medium (n=141)Large (n=85) Trainee assessment (2) 58 Q37. What is your view of the administrative burden associated with the assessment process TOTALTIPPTOPP n= It is time consuming / it takes too long / needs to be quicker Time management / difficult to make time for it in a busy schedule / not enough time to complete it/focus on it e.g. meeting deadlines, work pressure, audits, client work, studying There is too much administration / there is a lot to do / overwhelming / long / too many forms to fill in / too many questions / tedious It is not a burden / no problem / it is not too much / not excessive / fine / part of the process11 3 It is a (huge) burden / it is onerous/heavy/arduous / cumbersome8714 Nothing / N/A774 It is necessary / it needs to be done / important775 A necessary evil / a burden but necessary / a lot of work but necessary7611 Assists in monitoring performance/progress/development (by both trainee and training officer/assessor)665 Not bad / OK / acceptable / reasonable / manageable / can cope555 Time is not allocated for the assessment (during office hours) / not permitted to complete the assessment during work hours / should be allocated specific/sufficient time 441 Have to complete it in our free time / after hours / takes away your leisure time (unfair)442 Time consuming but worth it / time consuming but necessary441 It is too complicated / not user-friendly / not easy to understand / needs to be simplified435 Getting all the parties involved to co-operate e.g. do not take enough responsibility, do not respond timeously, do not give enough feedback, do not have adequate time 335 Not a problem/burden provided it is managed correctly/on a timely basis336 Other768 (%) Includes responses 3% and greater Significantly higher Significantly lower Further comments 59 Q43. Do you have any further comments that you would like to share, that we have not touched on already (%) (%) TOTALTIPPTOPP n= Nothing / N/A79 71 Other7711 SAICA should get more involved in the training process / review trainees development / more interaction with trainees / explain what is expected of us 222 Negative reference to trainees salaries e.g. salaries not adequate, regulate trainee salaries, TOPP candidates' salaries are higher than TIPP candidates' salaries 222 Satisfaction with SAICA (Ipsos Satisfaction model) 60 Helicopter view = Impact score on overall satisfaction. Scores greater than 0.10 are significant. Would recommend this training office Positive about my career choice 0.32 If I were to choose again I would choose 0.32 Recommend SAICA programme 0.47 Trust SAICA Understand my responsibilities Understand supervisors responsibilities Understand training officers responsibilities Know competencies I need to achieve Assessment process is effective Familiar with SAICA SAICA relevant and suits lifestyle Touchpoints SAICA can physically manage Soft issues The model below is derived using Structural Equation Modeling (SEM), to understand in greater detail what priority areas SAICA can focus on given the current output of data Satisfaction with SAICA Asked directlyStatistically derived Ask a rational question get a rational answer: Respondents will provide rational responses to questions about the importance of elements in their relationship. The value of deriving impact is that our approach overcomes this inherent bias. 5 or 10 point rating scales are international best practice. Respondents are given positive, negative and neutral rating opportunities. If a large number of respondents should opt for the middle rating, i.e. 3 on a 5 point rating scale and around 5-6 on a 10 point rating scale, it would indicate apathy or limited knowledge of the organisation or topic at hand. We go one step further Performance Rating using Both 5 point and 10 point rating scales Impact 62 Beyond performance Satisfaction with SAICA 63 Mean Overall satisfaction (%) (5Extremely likely 1 Not at all likely) Q41.Overall, I am satisfied with SAICA Respond to all statements by indicating one of extremely likely or very likely or somewhat likely or not very likely or not at all likely. (%) TOTAL (n=2416)TIPP (n=2267)TOPP (n=147) Satisfaction with SAICA (TIPP by size of training office) 64 Mean Overall satisfaction (%) (5Extremely likely 1 Not at all likely) Q41.Overall, I am satisfied with SAICA Respond to all statements by indicating one of extremely likely or very likely or somewhat likely or not very likely or not at all likely. (%) TIPP (n=2267)Small (n=1431)Medium (n=431) Large (n=405) Satisfaction with SAICA (TIPP by region) 65 Mean Overall satisfaction (%) (5Extremely likely 1 Not at all likely) Q41.Overall, I am satisfied with SAICA Respond to all statements by indicating one of extremely likely or very likely or somewhat likely or not very likely or not at all likely. (%) TIPP (n=2267)North (n=1201)South(n=598) East (n=310) Central (n=158) Satisfaction with SAICA (TIPP by race) 66 Mean Overall satisfaction (%) (5Extremely likely 1 Not at all likely) Q41.Overall, I am satisfied with SAICA Respond to all statements by indicating one of extremely likely or very likely or somewhat likely or not very likely or not at all likely. TIPP (n=2267)White (n=1252)African (n=521)Indian (n=347) Coloured (n=141)Other (n=6*) *small base size (%) Satisfaction with SAICA (Race by size) 67 Mean Overall satisfaction (%) (5Extremely likely 1 Not at all likely) Q41.Overall, I am satisfied with SAICA Respond to all statements by indicating one of extremely likely or very likely or somewhat likely or not very likely or not at all likely. (%) TIPP (African) (n=521)Small (n=295)Medium (n=141)Large (n=85) Consequences of satisfaction with SAICA 68 Respond to all statements by indicating one of strongly agree or agree or neither agree nor disagree or disagree or strongly disagree per statement. Consequences of satisfaction with SAICA (%) (5Strongly agree 1 Strongly disagree) Q42. I trust SAICA and believe that they will treat me fairly. Q38. How likely are you to recommend SAICAs training programme Mean (10Strongly agree 0 Strongly disagree) Q14. I am positive about my career choice to become a CA(SA) Q15. If I were to choose again I would again consider training to become a CA(SA) (%) TOTAL (n=2416)TIPP (n=2267)TOPP (n=147) Consequences of satisfaction with SAICA (TIPP by size of training office) 69 Respond to all statements by indicating one of strongly agree or agree or neither agree nor disagree or disagree or strongly disagree per statement. Consequences of satisfaction with SAICA (%) (5Strongly agree 1 Strongly disagree) Q42. I trust SAICA and believe that they will treat me fairly. Q38. How likely are you to recommend SAICAs training programme Mean (10Strongly agree 0 Strongly disagree) Q14. I am positive about my career choice to become a CA(SA) Q15. If I were to choose again I would again consider training to become a CA(SA) (%) TIPP (n=2267)Small (n=1431)Medium (n=431) Large (n=405) Consequences of satisfaction with SAICA (TIPP by region) 70 Respond to all statements by indicating one of strongly agree or agree or neither agree nor disagree or disagree or strongly disagree per statement. Consequences of satisfaction with SAICA (%) (5Strongly agree 1 Strongly disagree) Q42. I trust SAICA and believe that they will treat me fairly. Q38. How likely are you to recommend SAICAs training programme Mean (10Strongly agree 0 Strongly disagree) Q14. I am positive about my career choice to become a CA(SA) Q15. If I were to choose again I would again consider training to become a CA(SA) (%) TIPP (n=2267)North (n=1201)South(n=598) East (n=310) Central (n=158) Consequences of satisfaction with SAICA (TIPP by race) 71 Respond to all statements by indicating one of strongly agree or agree or neither agree nor disagree or disagree or strongly disagree per statement. Consequences of satisfaction with SAICA (%) (5Strongly agree 1 Strongly disagree) Q42. I trust SAICA and believe that they will treat me fairly. Q38. How likely are you to recommend SAICAs training programme (10Strongly agree 0 Strongly disagree) Q14. I am positive about my career choice to become a CA(SA) Q15. If I were to choose again I would again consider training to become a CA(SA) TIPP (n=2267)White (n=1252)African (n=521)Indian (n=347) Coloured (n=141)Other (n=6*) *small base size (%) Mean (%) Consequences of satisfaction with SAICA (Race by size) 72 Respond to all statements by indicating one of strongly agree or agree or neither agree nor disagree or disagree or strongly disagree per statement. Consequences of satisfaction with SAICA (%) (5Strongly agree 1 Strongly disagree) Q42. I trust SAICA and believe that they will treat me fairly. Q38. How likely are you to recommend SAICAs training programme (10Strongly agree 0 Strongly disagree) Q14. I am positive about my career choice to become a CA(SA) Q15. If I were to choose again I would again consider training to become a CA(SA) (%) Mean (%) TIPP (African) (n=521)Small (n=295)Medium (n=141)Large (n=85) Soft issues which influence satisfaction 73 Respond to all statements by indicating one of extremely likely or very likely or somewhat likely or not very likely or not at all likely. Familiarity and uniqueness (%) (5Extremely likely 1 Not at all likely) Q39. I am familiar with and understand what SAICA is all about Q40.SAICA is an appropriate institute and fits in with my lifestyle and career needs Mean (%) TOTAL (n=2416)TIPP (n=2267)TOPP (n=147) Soft issues which influence satisfaction (TIPP by size of training office) 74 Respond to all statements by indicating one of extremely likely or very likely or somewhat likely or not very likely or not at all likely. Familiarity and uniqueness (%) (5Extremely likely 1 Not at all likely) Q39. I am familiar with and understand what SAICA is all about. Q40.SAICA is an appropriate institute and fits in with my lifestyle and career needs. Mean (%) TIPP (n=2267)Small (n=1431)Medium (n=431) Large (n=405) Soft issues which influence satisfaction (TIPP by region) 75 Respond to all statements by indicating one of extremely likely or very likely or somewhat likely or not very likely or not at all likely. Familiarity and uniqueness (%) (5Extremely likely 1 Not at all likely) Q39. I am familiar with and understand what SAICA is all about. Q40.SAICA is an appropriate institute and fits in with my lifestyle and career needs. Mean (%) TIPP (n=2267)North (n=1201)South(n=598) East (n=310) Central (n=158) Soft issues which influence satisfaction (TIPP by race) 76 Respond to all statements by indicating one of extremely likely or very likely or somewhat likely or not very likely or not at all likely. Familiarity and uniqueness (%) (5Extremely likely 1 Not at all likely) Q39. I am familiar with and understand what SAICA is all about. Q40.SAICA is an appropriate institute and fits in with my lifestyle and career needs. Mean (%) Soft issues which influence satisfaction (Race by size) 77 Respond to all statements by indicating one of extremely likely or very likely or somewhat likely or not very likely or not at all likely. Familiarity and uniqueness (%) (5Extremely likely 1 Not at all likely) Q39. I am familiar with and understand what SAICA is all about. Q40.SAICA is an appropriate institute and fits in with my lifestyle and career needs. Mean TIPP (African) (n=521)Small (n=295)Medium (n=141)Large (n=85) (%) Touchpoints SAICA can physically manage 78 Total effect on Satisfaction with SAICA % Of the touch points SAICA can physically manage among trainees in order to increase their satisfaction with them, 4 of the 7 touch points are impactful on overall satisfaction of with SAICA. Ranked on impact score Improvement matrix 79 CRITICAL IMPROVEMENTHIGH LEVERAGE AREAS Performance LOW HIGH Impact HIGH No organisation has limitless resources, regardless of its size. Making improvements should be focused on the areas which will have a direct effect on overall satisfaction and its consequences. Using this matrix, attention is drawn to the areas where performance is low on key impact drivers and will assist the organisation to implement improvement on areas of importance to their customers on which they are underperforming. Immediate Priorities Maintenance Leverageable Strength Secondary Priorities Critical items for immediate attention Action plans on these issues must receive priority Potentially compulsory investments Exceeding expectations on critically important areas Performance must be monitored, investments maintained Future considerations requiring monitoring Strategy is to selectively action these to reduce concerns Exceeding expectations on non-critical areas Peripheral issues that warrant monitoring to ensure performance does not drop Trainees must be able to understand the assessment process overall Trainees must be able to understand the responsibilities of those who supervise them Trainees must be able to understand the assessment process overall Trainees must be able to understand the responsibilities of those who supervise them PERFORMANCE: 63% CUT OFF High Low High IMPACTIMPACT Immediate Priorities Maintenance Leverageable Strength Secondary Priorities 0.1 Trainees to continue to understand their responsibilities in relation to their training contract Trainees must understand the objectives of the trainee assessment process. The assessment process must be able to allow trainees to monitor progress Trainees must understand the responsibilities of training officer Trainees to continue to know the competencies they need to achieve in their training programme Improvement matrix for SAICA and Trainees Priority focus areas for SAICA and trainees 81 IMMEDIATE PRIORITIESSECONDARY PRIORITIESMAINTENANCE LEVERAGEABLE STRENGTHS Trainees must understand the objectives of the trainee assessment process. The assessment process must be able to allow trainees to monitor progress Trainees must understand the responsibilities of training officer Trainees must be able to understand the assessment process overall Trainees must be able to understand the responsibilities of those who supervise them Trainees to continue to know the competencies they need to achieve in their training programme Trainees to continue to understand their responsibilities in relation to their training contract Key take outs 82 Key take outs (1) 83 71% of trainees understand their responsibilities in relation to their training contract, with 62% understanding the responsibilities of those who supervise them. 55% understand the responsibilities of their training officers. In general SAICA is doing fairly well on most aspects of the training programme with particularly high top 3 box scores on trainees having access to training officers and knowledge of competencies. Of concern are the low top 3 box scores on the assessment process functioning effectively and the training office taking adequate steps to address development areas identified through the assessment process. Just under 60% of trainees agree that they would recommend their training office. 77% of trainees are positive about their career choice and if they were to choose again, just on 70% would want to become a CA(SA) again, with most wanting to do this due to enjoying what they do and the good job opportunities. The SAICA training programme Most trainees believe those who fail to complete the training programme is due to the fact that it is hard to balance work and studies, lack of commitment and some financial issues. Those who complete the programme successfully is due to their good support system, determination and motivation. Completion of the programme Key take outs (2) 84 When choosing a training office, location, salary, client base and reputation are amongst the top 3 aspects considered among trainees, with most finding out about their training office via recruitment days and advertisements. Word of mouth also plays a role in trainees hearing about various training offices. When asked about the best aspects of their training office, trainees mentioned client base, exposure to different industries and provision of training. Negative aspects range from low salaries to unreasonable deadlines amongst others. When asked which mediums of learning trainees prefer and find most effective, e-learning scores 41% and DVDs 34%. Training office 57% of trainees agree that the assessment process assists them to monitor their progress towards achieving prescribed competencies, whilst over 60% believe they understand the assessment process. The administrative burden associated with the assessment process is that it is quite time consuming and needs to be quicker given other work deadlines and pressures. Trainee assessment Just under 80% of trainees would recommend SAICAs training programme. SAICA fares extremely well on familiarity, appropriateness, overall satisfaction and trust in SAICA with over 80% of all trainees agreeing with these statements this is good news for SAICA. Satisfaction with SAICA (Ipsos Satisfaction model) Project Team 85 2012 Ipsos. All rights reserved. Contains Ipsos' Confidential and Proprietary information and may not bedisclosed or reproduced without the prior written consent of Ipsos. Deon Swanepoel Account Director Ruksana Rasul Research Executive T + 27 (21) F + 27 (21) st Floor, West Block Tannery Park Belmont Road Rondebosch 7701