03 training strategy approach

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Training Strategy Approach

For Discussion Purposes Only

March 2009


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Training Delivery Methods

The training content can be delivered using a number of different methods,

tailored specifically to the type of information being delivered and the type ofinteraction best suited to the content.

The Project X training should rely on a blended approach of the tools listedbelow. For this type of transformation, we recommend using a combination ofat least two of the following recommended methods:

Delivery Method Description

Instructor-led training Training delivered in a formal classroom setting usingPowerPoint demonstrations and live interaction

Web-based training (self-paced or as a group) Web-based step-by-step training on SAP transactionsusing simulations

Supplements formal training leveraging available e-learning tools and other supplemental training

materials

Web-conferencing An on-line training event with an instructor driving thecourse in real time

Useful for audiences geographically separated, wherethe topic does not require over the shoulder support

or supervision

Self-study (reference materials) Information that is available on-demand when neededto supplement classroom training. Includes Go Live

Toolkit, job aids and FAQs


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Overview

A successful training strategy is built on several elements that create a framework for meeting trainingobjectives and results.

Curriculum designed to meet the needs of Project X Visible leadership commitment to the training effort Participation from HR Solutions Center and other End Users in the appropriate training courses Timely input from Human Resources Service Delivery Model (HRSDM) and Human Resources Information

Technology(HRIT) teams (e.g., process, testing, system training, etc.) Designation of a X Business Training Liaison for each business

Focus will be on new/enhanced business processes and tasks in the conversion from PeopleSoft to SAP 4-7 Training will provide maximum opportunities for hands-on learning for primary users Background information on Project X will provide business context and make training relevant

Instructor-led courses with hands-on systems activities and collateral support will be the primary vehicle for training

delivery Whenever possible, Instructors from the business, prepared by a train-the-trainer approach, will deliver the content,

provide post-training support and ensure common business scenarios are addressed during training

Critical Success Factors

Content

Delivery

HR Solutions Center, Human Resources Leaders (HRLs) and other business leadership, Local HR, business leadershipand managers, and employees with HR transaction responsibilities.

Training will be conducted at a single location, if possible, to ensure effective use of instructors and resources Logistics will be managed by the Training Team and X Business Training Liaisons

A variety of tools will be available to the target audience before, during and following implementation: Pre-training: Training Information Kit (curriculum overview, training schedule & logistics, course outline) During Training: Training presentations and participation guide Post-Training: Access to on line training materials, additional reference materials (e.g., job aids) and Go Live

Toolkit

Target Audience

Logistics

Tools

Each HRL or HR Admin will designate Super Users who will be assigned to support End User post-Go Live X Business Training Liaisons will help deliver/assist in training sessions and will form a key part of the post-training

support network

Communication about the Training Program will be built into the broader Change Communications Plan Training schedule, list of courses, duration of courses and structure of program will be communicated to the targetaudience in advance via email updates and briefings

Support Network

Communication


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Develop

Training Plan

Develop Training

Materials

Prepare for

TestingGo Live SupportTrain Users

Key Elements: Training Approach

Activities Determine trainingneeds by audience

Document trainingdevelopment and

approval process

Define module

outline and module

structure

Determine roll-outplan

Conduct module

walkthrough Identify X Business

Training Liaisons,Super Users and

trainers

Design test caseexercises

Construct trainingschedule

Develop processtraining materials

Conduct training

for X Business

Training Liaisonsand Super Userson high level

processes Plan logistics for

training

Conduct trainingfor project team

and otherInstructors on

high-levelprocesses and

screens required

to executeparallel

testing/pilottraining

Project teamand other

Instructorsparticipate in

paralleltesting/pilot

training

Preparetrainers

Incorporatelessons learned

from pilottraining

presentation andexercises

Produce training

support materials

Finalize training

modules for EndUsers

Prepare XBusiness Training

Liaisons andSuper Users to

field questions

Conduct training

for End Users

Survey End Users

on course contentand facility

Validateeffectiveness of

training program

Follow-up

training, asneeded

Deliverables End User TrainingStrategy and Plan

Process moduleoutline and

structure

Presentations onhigh-level process

flows

Exercises on test

cases, whereapplicable

Training schedule

Training support

materials

Logistics Plan

High-levelprocesses and

system trainingdelivered by TBD

Lessonslearned

throughparallel

testing/pilottraining

documented tobe

incorporated

into overalltraining

materials

Detailedprocesses and

system trainingdelivered by TBD

End User courseevaluations

Go Live andpost-Go Live

support (FAQs,quick reference

materials, etc.)

Business

performanceresults

Feedback on

system,processes and

training fromEnd Users

Testing


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Target Audience

A detailed audience analysis will need to be completed to determine the specifictraining audiences. However, the following course audience profiles have been

identified below:

Target Audience Profile RecommendedTraining Elements

HRLs and other businessleadership(Awareness)

Will play a critical role in driving changethroughout the organization Mustunderstand what the changes are andwhy they are needed

An overview of Project X goals A recap of why change is needed across the

organization and the change imperative A review of business performance objectives An overview of the new and/or enhanced business

processes and how SAP enables these processes Limited tool training, including report generation and

searches

HR Admins, Local HR,business leadership andmanagers, and employeeswith HR transactionresponsibilities(Secondary End User 1)

Must understand the nature of thebusiness process changes andcapabilities of the SAP system

Will be occasional users of the SAPsystem

Will need to understand how to use theHR Self Service (HRSS) tool and

Manager Self Service (MSS) tool

Overview training similar to that for the Awarenessaudience

SAP 4-7 basic navigation training Job-specific SAP 4-7 task training, including (but not

limited to) SAP reporting and information analysis,and the HRSS and MSS tools

Employees(Secondary End User 2)

Will need to understand how to use theEmployee Self Service (ESS) tool

Overview materials for using the ESS tool

HR Solutions Center(Primary End User)

Will be the daily users of the SAPsystem

Must understand the nature of thebusiness process changes and thetransaction capabilities of the SAPsystem

Overview training, including business processoverviews as appropriate

Information regarding business performanceobjectives and new and/or enhanced policies andprocedures

SAP 4-7 basic navigation training Job-specific SAP 4-7 task training


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Key Elements: Audience Analysis

An audience analysis determines who will require what type of training and bywhen.

Identify number of users to train Groups

Roles

Levels

Conduct audience assessment to determine

Groups of End Users

Course Topics

Level of detail required per topic and audience Types of materials required for each audience

Audiences Content Delivery

Activities


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Key Elements: Content Assessment

Following the audience analysis of high-level training requirements, anassessment of content requirements is conducted to provide input to thetraining plan topics and subtopics.


Align Content with Target Audiences

Course type and complexity

Target audience capabilities and gaps with regards to future state

Define Curriculum (Topics and Subtopics)

Includes definition of pre-requisites

Determine Training Program Material Needs

Examples:

Handouts for all participants

Support materials including job aids or tip sheets, step-by-step process documentation, relevantbusiness policies and hands-on learning activities

Business-specific cases/exercises

Instruction on accessing online help, documentation and simulations

Evaluations to assess the End User training program

Determine template for role-based training program to address knowledge and

skill requirements

Activ

ities


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Key Elements: Delivery Assessment

Once a list of topics and subtopics is generated, an assessment of delivery requirements isconducted to provide input to training instructors/facilitators and logistics.


Determine Means of Training Delivery

Determine most suitable means of training delivery for each training topic and End User group (e.g., on

line, manuals, instructor-led session, etc.)

Define Instructor Delivery Requirements

Determine Train-the-Trainer requirements and logistics

Determine which Super Users will assist in training development

Ensure that business process, SAP system and training/facilitation expertise will be available in classes

Define Timing Requirements

Determine dates by which training must be started and completed

Define Logistics Management Plan Logistics will be managed by the Training Team including:

Venue selection and booking

Equipment setup

Materials production

Training enrollment process

Training tracking and reporting

Training Team and/or X Business Training Liaisons will ensure training rooms are reserved, computers arein place, training materials are distributed and instructor is familiar with logistics

Determine Training Locations

Instructor-led training locations will be determined

Activities

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