Super Users On-Boarding Webinar
“Becoming a Project Compass Super User”
Presented by: Project Compass Organizational Change Management Team
06/12/2009
Together, we are One Emory
Super User On-Boarding
 Webinar Objectives
 Prepare Super Users to play the role of Subject Matter Experts within their organization
 Provide Super Users with special tools and support to play this role
6/12/2009
Together, we are One Emory
2
Agenda
 Welcome – Teresa Hauck
 Special Guest - Edie Murphree, Vice President, Finance
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The Super User Role
Super User Timeline
Suggested June Activities
Tools
How to Stay Connected
Questions?
Next Steps
Presenters: Teresa Hauck and Zee Mehar
6/12/2009
Together, we are One Emory
3
Edie Murphree – VP for Finance
6/12/2009
Together, we are One Emory
4
Agenda
 Welcome – Teresa Hauck
 Special Guest - Edie Murphree, Vice President, Finance







The Super User Role
Super User Timeline
Suggested June Activities
Tools
How to Stay Connected
Questions?
Next Steps
Presenters: Teresa Hauck and Zee Mehar
6/12/2009
Together, we are One Emory
5
What are Super Users?
Ensure a
smooth
transition
to the
new
system
6/12/2009
•Become the local expert
on PeopleSoft Financial
processes
•Provide coaching and
support to end users as
they transition
Together, we are One Emory
6
Super Users are a Crucial Link
 Project Compass learning strategy largely relies on distance learning (web-based
learning)
 Good News – Flexible learning options (time, place)
 Good News – Less need for trained classroom instructors
 Bad News – Learners don’t have an opportunity to discuss what they’ve learned or ask questions
 Super Users provide learners with a local expert to answer their questions
 Over 175 Super User’s identified from the Super User survey!
o Span most departments
o Includes key employee “process owners” along with local volunteers
6/12/2009
Together, we are One Emory
7
Teamwork Makes It Happen
PeopleSoft Project Teams
General
Ledger
AP/
Expense
Emory
Grant
Mgmt
Super Users
Security
Organizational Change
Management
6/12/2009
The Project Compass Change
Management Team will
provide you with the tools
and support you need to play
this key role
Together, we are One Emory
Academic
Affairs
Finance &
Administration
Communications
& Marketing
Health Affairs
Development &
Alumni Relations
8
Agenda
 Welcome – Teresa Hauck
 Special Guest - Edie Murphree, Vice President, Finance







The Super User Role
Super User Timeline
Suggested June Activities
Tools
How to Stay Connected
Questions?
Next Steps
Presenters: Teresa Hauck and Zee Mehar
6/12/2009
Together, we are One Emory
9
Super User Timeline
June
July
August
September
Prepare Yourself
Help Users Plan
Their Training
Reinforce Learning
Provide Transition
Support
Understand the impact of Take advantage of training Reinforce support
channels
PeopleSoft Financials on class “sneak previews”
your business processes
Familiarize yourself with
planned Project Compass
Training offerings
Ensure your users have
initiated their own
learning
Continue business issue
Support staff as they
identification and
complete training
prerequisites and begin to resolution
devise their personal
learning paths
6/12/2009
Resolve business issues
and concerns
Help users integrate
PeopleSoft into their
daily work processes
Communicate issues to
the Project Team for
resolution
Help users integrate
PeopleSoft into their daily
work processes
Together, we are One Emory
10
Agenda
 Welcome – Teresa Hauck
 Special Guest - Edie Murphree, Vice President, Finance







The Super User Role
Super User Timeline
Suggested June Activities
Tools
How to Stay Connected
Questions?
Next Steps
Presenters: Teresa Hauck and Zee Mehar
6/12/2009
Together, we are One Emory
11
Suggested Activities - June
Objective
Suggested Activities
• Complete all Project Compass Training
Prerequisites
Understand the impact of
PeopleSoft Financials on your
business processes
Familiarize yourself with
planned Project Compass
Training offerings
Support staff as they complete
training prerequisites and
begin to devise their personal
learning paths
6/12/2009
• Review PeopleSoft Quick Start Guide
• Review ongoing Project Compass
communications and/or scan the Project
Compass Communication Archive (includes
Learning Forum presentation slides)
• Review the Project Compass Course Catalog
• Complete a sample Personal Learning Plan using
the Project Compass Learning Path Tool
(Available DATE)
• Review the Project Compass Detailed Course
Designs for those courses in your sample
Learning Path (Available DATE)
• Touch base with staff in staff meetings and
informally
• Identify any issues users may be having, and
communicate through Project Compass
communication channels
Together, we are One Emory
Approx Time to
Complete
120 minutes (if not already
complete)
45 minutes
60 minutes (or as needed)
20 minutes
10 minutes
20 minutes
As Needed
12
Agenda
 Welcome – Teresa Hauck
 Special Guest - Edie Murphree, Vice President, Finance







The Super User Role
Super User Timeline
Suggested June Activities
Tools
How to Stay Connected
Questions?
Next Steps
Presenters: Teresa Hauck and Zee Mehar
6/12/2009
Together, we are One Emory
13
Suggested Activities - June
Objective
Suggested Activities
• Complete all Project Compass Training
Prerequisites
Understand the impact of
PeopleSoft Financials on your
business processes
Familiarize yourself with
planned Project Compass
Training offerings
Support staff as they complete
training prerequisites and
begin to devise their personal
learning paths
6/12/2009
• Review PeopleSoft Quick Start Guide
• Review ongoing Project Compass
communications and/or scan the Project
Compass Communication Archive (includes
Learning Forum presentation slides)
• Review the Project Compass Course Catalog
• Complete a sample Personal Learning Plan using
the Project Compass Learning Path Tool
(Available DATE)
• Review the Project Compass Detailed Course
Designs for those courses in your sample
Learning Path (Available DATE)
• Touch base with staff in staff meetings and
informally
• Identify any issues users may be having, and
communicate through Project Compass
communication channels
Together, we are One Emory
Approx Time to
Complete
120 minutes (if not already
complete)
45 minutes
60 minutes (or as needed)
20 minutes
10 minutes
20 minutes
As Needed
14
Project Compass Training Page
6/12/2009
Together, we are One Emory
15
Project Compass Quick Start Guide
6/12/2009
Together, we are One Emory
16
Project Compass Communications Page
6/12/2009
Together, we are One Emory
17
Suggested Activities - June
Objective
Suggested Activities
• Complete all Project Compass Training
Prerequisites
Understand the impact of
PeopleSoft Financials on your
business processes
Familiarize yourself with
planned Project Compass
Training offerings
Support staff as they complete
training prerequisites and
begin to devise their personal
learning paths
6/12/2009
• Review PeopleSoft Quick Start Guide
• Review ongoing Project Compass
communications and/or scan the Project
Compass Communication Archive (includes
Learning Forum presentation slides)
• Review the Project Compass Course Catalog
• Complete a sample Personal Learning Plan using
the Project Compass Learning Path Tool
(Available DATE)
• Review the Project Compass Detailed Course
Designs for those courses in your sample
Learning Path (Available DATE)
• Touch base with staff in staff meetings and
informally
• Identify any issues users may be having, and
communicate through Project Compass
communication channels
Together, we are One Emory
Approx Time to
Complete
120 minutes (if not already
complete)
45 minutes
60 minutes (or as needed)
20 minutes
10 minutes
20 minutes
As Needed
18
Review Course Catalog
6/12/2009
Together, we are One Emory
19
Sneak Preview – Learning Path Tool
6/12/2009
Together, we are One Emory
20
Sneak Preview – Learning Path Tool
6/12/2009
Together, we are One Emory
21
Sample Course Design
6/12/2009
Together, we are One Emory
22
Agenda
 Welcome – Teresa Hauck
 Special Guest - Edie Murphree, Vice President, Finance







The Super User Role
Super User Timeline
Suggested June Activities
Tools
How to Stay Connected
Questions?
Next Steps
Presenters: Teresa Hauck and Zee Mehar
6/12/2009
Together, we are One Emory
23
Suggested Activities - June
Objective
Suggested Activities
• Complete all Project Compass Training
Prerequisites
Understand the impact of
PeopleSoft Financials on your
business processes
Familiarize yourself with
planned Project Compass
Training offerings
Support staff as they complete
training prerequisites and
begin to devise their personal
learning paths
6/12/2009
• Review PeopleSoft Quick Start Guide
• Review ongoing Project Compass
communications and/or scan the Project
Compass Communication Archive (includes
Learning Forum presentation slides)
• Review the Project Compass Course Catalog
• Complete a sample Personal Learning Plan using
the Project Compass Learning Path Tool
(Available DATE)
• Review the Project Compass Detailed Course
Designs for those courses in your sample
Learning Path (Available DATE)
• Touch base with staff in staff meetings and
informally
• Identify any issues users may be having, and
communicate through Project Compass
communication channels
Together, we are One Emory
Approx Time to
Complete
120 minutes (if not already
complete)
45 minutes
60 minutes (or as needed)
20 minutes
10 minutes
20 minutes
As Needed
24
How to Stay Connected!
 Email the Project Compass Change Management Team!
 compass@emory.edu
 Project Compass Website
 http://www.compass.emory.edu
 Key Communications
 Compass Direction Newsletter (bi-monthly)
 Project Compass Management Bulletins (monthly)
 Super User Webinars (roughly monthly)
6/12/2009
Together, we are One Emory
25
Agenda
 Welcome – Teresa Hauck
 Special Guest - Edie Murphree, Vice President, Finance







The Super User Role
Super User Timeline
Suggested June Activities
Tools
How to Stay Connected
Questions?
Next Steps
Presenters: Teresa Hauck and Zee Mehar
6/12/2009
Together, we are One Emory
26
Questions?
6/12/2009
Together, we are One Emory
27
Agenda
 Welcome – Teresa Hauck
 Special Guest - Edie Murphree, Vice President, Finance







The Super User Role
Super User Timeline
Suggested June Activities
Tools
How to Stay Connected
Questions?
Next Steps
Presenters: Teresa Hauck and Zee Mehar
6/12/2009
Together, we are One Emory
28
What’s Next
 Begin to work on your June “suggested activities”
 Join us for our planned July Webinar
 Suggested Super User Activities
 Sneak Previews of tools and training materials
 Ideas for Super User workshops
6/12/2009
Together, we are One Emory
29
Thank you!
6/12/2009
Together, we are One Emory
30