How do you eat an elephant?

Janet May

April 21, 2010

Introductions

Name Current position Next BIG project My question about tackling a BIG training

project is . . .

BIG project questions

Where to begin? How to keep on track – control scope

creep? How to identify and manage multiple

stakeholders? How to measure result?

Session objective

What do I want participants to know and be able to do when they complete the training?

How will I know they know/can perform?

Tips for approaching big training projects Who?

Is requesting the project What?

Are they requesting? Why?

Are they requesting the project? How?

Will the project be developed? When?

Do they expect the project to be developed/delivered? Where?

Will the training be developed, be delivered?

Examples

Tektronix Training and Certification Checklists (92-93)

Cisco Systems Manufacturing Training Checklist Project (98-01)

Community Bank Technology Training Needs Analysis (98)

Cisco Systems Project Alignment for Instructional Design (PAID) Project (03-05)

Tektronix Training and Certification Checklists Position Descriptions Training Outline/Certification Checklist Examples ISO Impact Training – Manager Tasks and

Trainer Tasks Evaluations were built into the Training

Certification Checklists

Cisco Systems Manufacturing Training Checksheet Project Training Checksheet Development Proposal Training Program and Checksheet

Development Process – Products, Consultant Roles, Production Roles

Checksheet Training Target Date Summary XXXX Cell Training Checksheet Overview XXXX Cell Web Page Draft XXXX Training Checksheet Example Examples

Note: Checksheets include key words because of cultural and language differences.

Other Cisco Project Examples

Production Cell Train the Trainer Project Instructor Prep Checklist Manufacturing Training Train the Trainer

Workshop Web Training Project Proposal MA New Hire Roadmap

Community Bank Technology Training Needs Assessment Presentation to Consumer Banking Group

– Results (12 Branches, 15 Groups = 241 people)

Technology Curriculum Guide

Cisco Systems Project Alignment for Instructional Design (PAID) Project

Cisco PAID Project ILSG’s model – Analysis, Plan, Design, Develop,

Produce, Release, Evaluate PAID End to End Milestone Process Flow

Resource Center Asset List – Job Aids, Best Practices, Masters

PAID Lifecycle Checklist Master Business Unit Engagement Process Flow

Who?

Management to “own” project Subject matter experts Employees to provide input/review/pilot

training

What?

Deliverables: Format: - Classroom, One-on-one, E-learning Documentation? On-line training? Classroom instruction? Group? Self-paced?

Existing materials/documentation to use Interaction by trainees Assessment of trainee progress Process for updates?

Why?

Business reasons for training development Increase productivity/qualityExternal pressure for certificationReturn on investment (e.g. technology)Process improvementChange managementCommunication

How?

How do stakeholders envision accomplishment of project? Personnel to provide information? Review process? Include pilots of beta versions? Identify existing resources – documentation, training?

Plan for training development phases – how will you know when the project is finished?

Identify “small” project for early “win” and leverage success for expansion

Planning for ongoing communication and touch points is essential

When?

Establish ongoing communication with all stakeholders to determine target dates and timeline

Be aware of “scope creep” Identify any external reasons for target dates and

timeline Timeline for training assessment? When change is an issue, approach the project in

phases 1st phase – What is stable? 2nd phase – What is expected to change in the next 6 months? Etc.

Where?

Classroom – on-site or off-site On the job – group or one-on-one at work

station Virtual – online, self-paced written

materials

Proposal parts

Analyze / Plan Design / Develop Produce / Deliver / Release Evaluate / Maintain / Update / Revise

Proposal examples

Cisco Project Proposals ATP-LT Training Proposal GLDI Training Proposal GLDI Training Project Plan Master Scheduler Roadmap Proposal Oracle GUI Nav Proposal

Humphreys College Law Student Survey Proposal Cowlitz Bank

Loan Processing Job Aid Proposal Project Features and Benefits

Clark College Curriculum Revision Proposal Deliverables Summary

Lessons learned

Identify tools to use to organize training development progress

Break large development projects into phases Use checklists in training and development

process Keep track of time required to develop each

phase of training Leverage prior work

Tips for future projects

Communication with stakeholders is essential

Use email effectively – not a substitute for face-to-face communication

Explore new technology tools – evaluate appropriateness for specific training project

Questions and answers

What questions do you have about tackling BIG training projects?

Thank you for sharing your concerns and ideas!