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How do you eat an elephant?
Janet May
April 21, 2010
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Introductions
Name Current position Next BIG project My question about tackling a BIG training
project is . . .
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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?
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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?
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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?
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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)
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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
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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.
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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
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Community Bank Technology Training Needs Assessment Presentation to Consumer Banking Group
– Results (12 Branches, 15 Groups = 241 people)
Technology Curriculum Guide
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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
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Who?
Management to “own” project Subject matter experts Employees to provide input/review/pilot
training
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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?
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Why?
Business reasons for training development Increase productivity/qualityExternal pressure for certificationReturn on investment (e.g. technology)Process improvementChange managementCommunication
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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
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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.
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Where?
Classroom – on-site or off-site On the job – group or one-on-one at work
station Virtual – online, self-paced written
materials
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Proposal parts
Analyze / Plan Design / Develop Produce / Deliver / Release Evaluate / Maintain / Update / Revise
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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
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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
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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
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Questions and answers
What questions do you have about tackling BIG training projects?
Thank you for sharing your concerns and ideas!