1 © 2015 ellucian. confidential & proprietary | 11991 liane davis ellucian april 15, 2015...
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1© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991
Liane Davis
Ellucian April 15, 2015
Session ID 11991
Checklist for Creating a Training Plan
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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.
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Introduction
• Goal– To discuss the requisite components of an
effective, efficient training plan
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Introduction
• ObjectivesAfter 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
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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
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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
Agenda
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So, You’re in Charge of Training!
What to do FIRST when planning for Training.
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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?
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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
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Before Making a Training Plan
What do you mean, don’t start making a training schedule yet?
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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
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What?
Goal Objectives
Content
Goal: To understand the preliminary budget planning process
After completing training, you will be able to:
Inventory
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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
ExampleWho = Role or Target Group
# of traineesWhat & Why = Desired Behavior/Skill
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Ellucian Resources
• Education Services Training Needs Assessment
• Education Services Custom Instructional Consulting
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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
Design/develop courses/materials
Select/Prepare Instructors
Deliver training
Evaluate training
Select/RegisterTrainees
Create Training Plan
Create Training Schedule
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Group Tasks/Objectives
• Groupings that make sense– Role– Function
• Existing training?• Who needs to learn this?• Any limitations?
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Sample Role-based Curriculum by Role
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Sample Role-based Curriculum by Task
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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?
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Identify Resources
• Existing Training• Existing Documentation• Existing Experts
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Sample Training Plan
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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
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Scheduling Training
Isn’t that the same thing as making a Training Plan?
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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?
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Delivery
• How long does each class take?• Concurrent vs consecutive?• Facility dependency?• Institution scheduling dependency?
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Development
• Course materials– Presentation– Printed/Electronic documents
• Create or curate?• Who is doing this?• When?
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Registration
• Course Catalog creation• Publication• Registering trainees
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Preparation
• Instructors• Facility
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Ellucian Resources
• Instructional Consultant• Education Services Training Catalog
– Instructor-led Training– eLearning Library
• Custom materials development• Custom course development
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Training Delivery
FINALLY! We’re done now, right?
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Assess Training Effectiveness
Oh.
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What worked?
• Did they like it?• Were the instructors knowledgeable
enough?• Was the written material adequate?• Facility?• Enough prep time?
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What didn’t work?
• Technical issues?• Attendance issues?• Materials issues?• Instructor issues?• Facility issues?
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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?
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Repeat
• Use results to guide next steps• Start again with Needs Analysis
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Ellucian Resources
• Strategic Management Consulting• Instructional Consulting• eLearning Library Assessments
– Standard– Custom
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Summary
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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
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Questions & Answers
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Thank you!
Liane [email protected]
Twitter: @LianeDavisWork
LinkedIn: www.linkedin.com/in/davisliane/en
Please complete the online session evaluation form.
Session ID 11991