Checklist for
Creating a
Training Plan
Liane Davis
Ellucian
April 15, 2015
Session ID 11991
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Disclaimer
The materials and plans presented here
reflect Ellucian’s expectations and are
subject to revision based on future events or
circumstances.
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Introduction
• Goal
– To discuss the requisite components of an
effective, efficient training plan
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Introduction
• Objectives
After completing this session you will be able to
– list and describe the important questions that
need to be addressed in a training plan
– provide examples of training plan components
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Definitions
ef-fec-tive adj
1. Producing a decisive or desired effect
2. Impressive striking
3. Ready for service or action*
ef-fi-cient adj
1. The immediate agent in producing an
effect
2. Productive of desired effects*
(i.e., without waste)
Doing the right things, the right way!
*Source: www.merriam-webster.com/dictionary
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Agenda
1
What to do FIRST
2
Before Planning Training
3
What goes into a Training Plan?
4
When to make the Schedule
5
Preparation – Delivery - Assessment
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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So, You’re in Charge of
Training!
What to do FIRST when planning for
Training.
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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First Things First
• WHY??
– Use new system?
– Use old system more
efficiently?
– Cross-train
employees?
– Sounds like a good
idea?
– Get everyone on the
same page?
– New hires?
– Prepare for future
turnover?
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Understanding WHY
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Ellucian Resource(s)
• Ellucian Strategic Management Consulting
• Business Process Analysis
• Education Services Training Needs
Assessment
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Before Making a Training
Plan
What do you mean, don’t start making a
training schedule yet?
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Obtain Buy-in
•
•
•
•
Corporate or Management Sponsor
Create a Business Case
Get Support for Identified Goals
Find out/Create a Budget
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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What?
Goal
Goal: To
understand the
preliminary
budget
planning
process
Objectives
After completing
training, you will
be able to:
Content
Inventory
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Who?
Role
A functional area in
an organization
that carries out
processes or tasks
Examples of Roles
from a Business
Process Model
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Who & What & Why = Training Needs Assessment
Who = Role or Target Group
Example
What & Why = Desired Behavior/Skill
# of trainees
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Ellucian Resources
• Education Services Training Needs
Assessment
• Education Services Custom Instructional
Consulting
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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What Goes into a
Training Plan?
What do I need to make one?
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Training Implementation Roadmap
Conduct
Needs
Assessment
Create
Training Plan
Evaluate
training
Design/develop
courses/materials
Deliver
training
Create Training
Schedule
Select/Register
Trainees
Select/Prepare
Instructors
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Group Tasks/Objectives
• Groupings that make sense
– Role
– Function
• Existing training?
• Who needs to learn this?
• Any limitations?
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Sample Role-based Curriculum by Role
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Sample Role-based Curriculum by Task
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Determine Timing
• Dependencies
– How far in advance of “go live”
– Before or after other training
– Time to practice vs. Time to forget
• Redundancy
– How many classes?
– Repeated?
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Determine Methodology
•
•
•
•
•
•
What exists?
Online or Virtual?
In classroom?
Asynchronous or Instructor-led?
Technology/Facility
Lab/Test bed?
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Identify Resources
• Existing Training
• Existing Documentation
• Existing Experts
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Sample Training Plan
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Training Plan
• Includes
– Course and lesson
names
– Delivery method
– List of resources
– Target Audience
• Course Catalog
• Excel allows sorting
by columns
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Ellucian Resources
• Education Services Instructional
Consulting
• Education Services Training Catalog
– Instructor-led training
– eLearning Library
• Custom training
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Scheduling Training
Isn’t that the same thing as making a
Training Plan?
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Time Frame
•
•
•
•
•
How long does each class take?
What order?
Dependencies?
Facility availability?
When should last/most important training
take place?
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Delivery
•
•
•
•
How long does each class take?
Concurrent vs consecutive?
Facility dependency?
Institution scheduling dependency?
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Development
• Course materials
– Presentation
– Printed/Electronic documents
• Create or curate?
• Who is doing this?
• When?
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Registration
• Course Catalog creation
• Publication
• Registering trainees
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Preparation
• Instructors
• Facility
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© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Ellucian Resources
• Instructional Consultant
• Education Services Training Catalog
– Instructor-led Training
– eLearning Library
• Custom materials development
• Custom course development
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Training Delivery
FINALLY! We’re done now, right?
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Assess Training
Effectiveness
Oh.
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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What worked?
• Did they like it?
• Were the instructors knowledgeable
enough?
• Was the written material adequate?
• Facility?
• Enough prep time?
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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What didn’t work?
•
•
•
•
•
Technical issues?
Attendance issues?
Materials issues?
Instructor issues?
Facility issues?
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Evaluate Training
• Effective
– Can trainees do their jobs?
– Were training goals met?
• Efficient
– Did the return support the time and funds
invested?
– Could it have been easier another way?
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Repeat
• Use results to guide next steps
• Start again with Needs Analysis
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Ellucian Resources
• Strategic Management Consulting
• Instructional Consulting
• eLearning Library Assessments
– Standard
– Custom
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Summary
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Summary
• Start with WHY
• Determine the tasks
and objectives
• Make a plan to guide
you
• Build a schedule
based on the plan
•
•
•
•
Prepare
Deliver
Assess
Repeat
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Questions & Answers
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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Thank you!
Liane Davis
Liane.Davis@ellucian.com
Twitter: @LianeDavisWork
LinkedIn: www.linkedin.com/in/davisliane/en
Please complete the online session evaluation form.
Session ID 11991
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
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