STEP 12. TRAINING PLAN

Table of Contents

Project Title

Preface

  1. INTRODUCTION
    2.
    1. Scope
    2. Objectives
    3. Background
  2. TRAINING REQUIREMENTS
    3.
    1. Roles Responsibilities
    2. Training Evaluation
  3. TRAINING STRATEGY
    1. Training Sources
    2. Pilot Class
    3. Dependencies/Constraints/Limitations
  4. TRAINING RESOURCES
  5. TRAINING ENVIORNMENT
  6. TRAINING MATERIALS
    1. Update/Revise Training Materials
  7. APPROVAL/CONCURRENCES
    8.
  8. GLOSSARY

Appendices
  1. Roles Responsibilities
  2. Training Evaluation
  • TRAINING STRATEGY
    1. Training Sources
    2. Pilot Class
    3. Dependencies/Constraints/Limitations
  • TRAINING RESOURCES
  • TRAINING ENVIORNMENT
  • TRAINING MATERIALS
    1. Update/Revise Training Materials
  • APPROVAL/CONCURRENCES
  • GLOSSARY
    •

    Appendices

    TRAINING PLAN INSTRUCTIONS

    Preface

    State where questions relating to the Training Plan should be directed. List the organization, person(s) name, telephone number and internet address for the Document Owner, the Author, and the AIM Project Lead. Include a Privacy Information statement.

     

    1. INTRODUCTION

    Outline how and when training will be delivered and who will receive the training.

    1.1 Scope

    Describe the project and/or organizational boundaries of the training, such as initial training for system users, remedial training for the system maintenance staff, etc.
      1. Objectives
        2.

        Describe the objectives or expected results of the training. Express objectives as actions that the customers will be expected to perform once they have been trained.

      2. Background

    Provide a general description of the system and an overview of the training curriculum.
    1. TRAINING REQUIREMENTS

    Describe the general work environment (including equipment) and the skills for which training is required (managers, business employees, technical staff, etc.). The training audience should also be identified by category of user. That is upper management, system administrator, administrative assistant, etc. It may also identify individuals or positions needing specific training. Include the time frame in which training must be accomplished.

    2.1 Roles and Responsibilities

    Identify the roles and responsibilities of the training staff such as management of the training development and implementation, course presenters and instructors, development and distribution of instructional materials, etc. The Plan may also include the identification of other groups who may serve as consultants, such as the IM Team, experienced SC users, etc.
      1. Training Evaluation

    The effectiveness of training must continually be evaluated. Describe how training evaluation will be performed. Evaluation tools, forms, etc., should be included. Also describe the revision process with regard to the modification of the course and course materials resulting from the evaluations.
    1. TRAINING STRATEGY

    Describe the type of training (e.g., classroom, CBT, etc.) and the training schedule. Include the duration of the training, sites and dates. Take into consideration that longer lead times may be required for scheduling field training sites. Also, consider adequacy of training facilities, travel accommodations, and the need to install system files.

    3.1 Training Sources

    Identify the source or provider for the training. Training may be internal or external.

      1. Pilot Class

        2. Once the training is developed it should be presented to a test group that may include the training manager and staff, members of the development team, and/or key customers. The training is then revised based on recommendations from the pilot group. Provide information on the proposed Pilot Class such as the group, location for pilot, date, etc.
      2. Dependencies/Constraints/Limitations

    Identify all known dependencies constraints and /or limitations that could potentially affect training on the project. If there are none, so state.

     
    1. TRAINING RESOURCES
      2.

      Identify all of the essential resources known to be associated with the specified training. This should include hardware/software, instructor availability, training time estimates, level of effort, system documentation, and other resources required to familiarize the trainer/team with the system. In addition, consider the training materials needed and how the training will be provided.

    2. TRAINING ENVIRONMENT
      3.

      Describe the equipment and conditions required for the training. Include the installations, facilities, and special data bases needed. Also, include other groups such as customers who need to be there and ensure equipment is in place and conditions are right before the training.
    3. TRAINING MATERIALS
      4.

      Describe the types of training materials required for the training. The training materials may be visuals for overhead projectors, hardcopy handouts, computerized displays and/or demonstrations.

      During the development of training materials it is helpful to identify at least one customer who can assist the trainer by describing the customer environment and answer questions.

      The training materials and curriculum should accurately reflect the system. Users should also be introduced to the User Manual so they can use it as a learning/reference tool.

      An optional tool is to develop an instructional guide which is useful after the initial training because subsequent training may occur.

       

      6.1 Update/Revise Training Materials

      Once training materials are developed and pilot-tested, they must be subjected to the same kind of configuration management process as the other system documentation. Training materials should remain current with system enhancements. To accomplish this, the training team should be included in distributions of release changes and provided sufficient time to update training materials before the next scheduled customer training. Describe the change release process with regard to the training team and how training materials will be kept updated.
    4. APPROVAL/CONCURRENCES
      5.

      Include an appropriate SC concurrence/approval section.
    5. GLOSSARY

    Provide a glossary of all technical terminology used within the document.

    Appendices

    List documents such as training manuals, conference records, Use Cases and discussions with users and developer that helped develop the training planned and curriculum. Include Course Outline and Training Schedules.