Conducting Super User
Workshops
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1
What is a Super User Workshop? A
Super User Workshop is a meeting
conducted by a Super User to assist the
employees in their area. The purpose of
the workshop will vary depending on the
needs of the employees, but typically will
reinforce key learning points from the
Project Compass training materials while
providing a forum for Q&A and discussion.
The workshop should increase employee
knowledge and confidence in using
PeopleSoft Financials in their daily work.
Should you conduct a Super User
Workshop? Do employees in your area
have questions about how to use
PeopleSoft Financials? Will work
processes be changing? Do you think
procedures or policies may be impacted?
If the answer to any of these questions is
“yes,” consider conducting a Super User
Workshop in your area. Through your
workshop, employees can ask their
questions and “talk through” what they’ve
learned. They may also value a forum to
discuss ways to successfully incorporate
PeopleSoft Financials in their roles and
work processes.
2
What should you cover in
your Workshop? To determine
what to include, review the
Project Compass training
materials on the topic you are
considering. As you review the
training materials, complete a
Workshop Planner, available
from the Project Compass
website Super User page. The
Workshop Planner will help you
devise your agenda and
objectives.
In addition, review the sample
Super User Workshop shown on
the next page. You may begin
with the sample Workshop, and
customize from there. Finally,
talk with employees in your area
to gain an understanding of their
questions and/or concerns.
4
How should I conduct my Workshop? Facilitating a
workshop requires some planning and thought. Tips for
Conducting Super User Workshops on the next page will
provide some helpful hints for successful workshops.
When should you conduct your workshop? For your possible Workshop topics, visit the
Project Compass website to identify scheduled learning opportunities. These opportunities include
training and, in some cases, supportive webinars or learning labs. Plan your own Super User
Workshop to complement the timing of these events. You may wish to piggy-back existing staff
meetings or other events when impacted employees are already gathered.
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Conducting Super User
Workshops
Sample Super User Workshop Objectives
Tips for Conducting Super User
Workshops
The objectives of this workshop are:
1.
To highlight key points from the Project
Compass training on this topic.
2. To identify special considerations for our
Department in transitioning to the new system.
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Sample Super User Workshop Agenda
The agenda for our Workshop is:
1. Getting Started
2. Overview
3. Highlights from the Training
a. Use an LCD to show the Distance
Learning materials if desired,
pointing out the most important
lessons or points
b. Identify related materials that may
assist employees (Job Aids or FAQs)
4. Impacts on our Processes and Policies
a. Are any of our policies, forms or
procedures impacted by this
change?
b. What steps must we take as a group
to align our policies and procedures
with this new system?
5. Q & A
a. What open issues or unanswered
questions should be addressed?
6. Close
a. Clear Parking Lot
b. Record Action Plan
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Keep your Workshop to no more
than one hour in length.
Start and end on time.
Always begin your Workshop by
stating with the Workshop
Objectives and Agenda.
Encourage discussion by asking
open-ended questions throughout
the Workshop.
o “How will this technology
change the way we work?”
o “What was the most helpful
aspect of this change?”
o “What challenges might we
experience?”
o “What questions do you have
about how this will really work?”
Provide appropriate handouts.
Use materials created by Subject
Matter Experts or other Super Users
when you can!
Record open issues, questions
requiring follow-up, and action items
on a “parking lot.”
Before ending the meeting, record
an Action Plan (what/who/when).
o “What are the next steps for us
following this meeting?”
Ask for feedback after the meeting.
Use feedback to improve future
Workshops.
Super User Workshop Planner
Who Should Use This Planner? Super Users considering conducting a Super User Workshop
When Should This Planner Be Used? While planning a Super User Workshop
Why Use This Planner? To quickly identify Super User Workshop objectives, agenda, materials and logistics
My Workshop Topic: Record your Workshop topic here. Example: “ Travel and Expense”
Workshop Planning Information
Planning Questions
Record your Workshop Plans in the second column, replacing the “planning
hints” with your Workshop planning decisions.
Training Opportunities for Employees
 What training materials have been provided by the Project
Compass team? (Distance Learning, Job Aids, FAQs)
 Planning Hint - What materials would I want to demonstrate,
distribute, or reference in my Super User Workshop?
 Are there any planned Project Compass Webinars or
Learning Labs on this Topic? If so, when?
 When will the Distance Learning training materials be
released for employee training? (Identify release timing
from the Project Compass Training Release Schedule)
 Planning Hint - Based on this timing, what timing would be
appropriate for my Super User Workshop?
 Planning Hint - Consider an LCD/computer so you can demonstrate or
use the Distance Learning tools with your participants
Employee Impact
 Does this topic represent a big change for the employees in
my area? If so, for whom?
 Does the distance learning/job aid(s)(as applicable)
provided answer all my questions?
 Will the employees in my area have questions after
reviewing the training?
 What questions do I anticipate?
 Who would need to be involved to resolve these questions?
 Are there policy/procedural implications that may require
action in my area?
 Planning Hint - Which employees should be invited to my Workshop?
 Planning Hint - What questions should I be prepared to address?
 Planning Hint - Should I invite others to assist me in answering
questions?
 Planning Hint - Should I have copies of existing policy/procedural
documents or forms for employees to review?
Workshop Design
 Consider the Sample Super User Workshop agenda and
objectives. How well do the sample Workshop Objectives
and Agenda meet my needs?
 Based on what I know about the topic and employees’
questions/concerns, how long should my workshop be?
 What date/time would be best to maximize participation?
 Planning Hint - Customize Objectives/Agenda as needed
 What key learning points should I emphasize in my
Workshop?
 Planning Hint – List your emphasis points here.
 Planning Hint - Do I need a PowerPoint overview? Can I use one
someone else has created? (Contact zmehar@emory.edu for help.)
 What questions should I ask in order to stimulate
discussion?
 Planning Hint - List possible questions here
 Planning Hint - One hour or less is recommended
 Planning Hint - Check for conflicts, send out calendar “invites” to
participants