1 © 2015 ellucian. confidential & proprietary | 11991 liane davis ellucian april 15, 2015...

1© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991

Liane Davis

Ellucian April 15, 2015

Session ID 11991

Checklist for Creating a Training Plan


Disclaimer

The materials and plans presented here reflect Ellucian’s expectations and are subject to revision based on future events or circumstances.


Introduction

• Goal– To discuss the requisite components of an

effective, efficient training plan


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


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


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


So, You’re in Charge of Training!

What to do FIRST when planning for Training.


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?


Understanding WHY


Ellucian Resource(s)

• Ellucian Strategic Management Consulting• Business Process Analysis• Education Services Training Needs

Assessment


Before Making a Training Plan

What do you mean, don’t start making a training schedule yet?


Obtain Buy-in

• Corporate or Management Sponsor• Create a Business Case• Get Support for Identified Goals• Find out/Create a Budget


What?

Goal Objectives

Content

Goal: To understand the preliminary budget planning process

After completing training, you will be able to:

Inventory


Who?

Role A functional area in an organization that carries out processes or tasks

Examples of Roles from a Business Process Model


Who & What & Why = Training Needs Assessment

ExampleWho = Role or Target Group

# of traineesWhat & Why = Desired Behavior/Skill


Ellucian Resources

• Education Services Training Needs Assessment

• Education Services Custom Instructional Consulting


What Goes into a Training Plan?

What do I need to make one?


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

20


Group Tasks/Objectives

• Groupings that make sense– Role– Function

• Existing training?• Who needs to learn this?• Any limitations?


Sample Role-based Curriculum by Role


Sample Role-based Curriculum by Task


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?


Determine Methodology

• What exists?• Online or Virtual?• In classroom?• Asynchronous or Instructor-led?• Technology/Facility• Lab/Test bed?


Identify Resources

• Existing Training• Existing Documentation• Existing Experts


Sample Training Plan


Training Plan

• Includes– Course and lesson

names– Delivery method– List of resources– Target Audience

• Course Catalog• Excel allows sorting

by columns


Ellucian Resources

• Education Services Instructional Consulting

• Education Services Training Catalog– Instructor-led training– eLearning Library

• Custom training


Scheduling Training

Isn’t that the same thing as making a Training Plan?


Time Frame

• How long does each class take?• What order?• Dependencies?• Facility availability?• When should last/most important training

take place?


Delivery

• How long does each class take?• Concurrent vs consecutive?• Facility dependency?• Institution scheduling dependency?


Development

• Course materials– Presentation– Printed/Electronic documents

• Create or curate?• Who is doing this?• When?


Registration

• Course Catalog creation• Publication• Registering trainees


Preparation

• Instructors• Facility


Ellucian Resources

• Instructional Consultant• Education Services Training Catalog

– Instructor-led Training– eLearning Library

• Custom materials development• Custom course development


Training Delivery

FINALLY! We’re done now, right?


Assess Training Effectiveness

Oh.


What worked?

• Did they like it?• Were the instructors knowledgeable

enough?• Was the written material adequate?• Facility?• Enough prep time?


What didn’t work?

• Technical issues?• Attendance issues?• Materials issues?• Instructor issues?• Facility issues?


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?


Repeat

• Use results to guide next steps• Start again with Needs Analysis


Ellucian Resources

• Strategic Management Consulting• Instructional Consulting• eLearning Library Assessments

– Standard– Custom


Summary


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


Questions & Answers


Thank you!

Liane [email protected]

Twitter: @LianeDavisWork

LinkedIn: www.linkedin.com/in/davisliane/en

Please complete the online session evaluation form.

Session ID 11991

mailto:[email protected]

1 © 2015 ellucian. confidential & proprietary | 11991 liane davis ellucian april 15, 2015...

Documents

training planwhat

charge of training

training schedule

training project

efficient training plan

inventory existing training

session id

new system