Project Training Plan
Project Name: Project and Portfolio Management (PPM) software – Phase 2 Implementation
Date: June 30, 2009
Contact Names: Role Email Phone
Kathy Wilmot Project Manager Kathy.firstname.lastname@example.org 4486
Renée Lesage Training Lead Renee.email@example.com 089658
Version Control #: Date Comments
1.0 11Feb09 1st Draft
1.1 29Jun09 Training schedule refined
1.2 24 Aug, 2009 Combined Training Group and Training Types
Added more Training Types
2.0 Sep 30, 2009 Final version
Project Managers (PMs) require effective processes and software to plan, collaborate, monitor, and
report on the projects they are responsible for. Directors need a common method for overseeing the
projects in their units. Various levels of training on PPM methodology and software will be required.
This training plan outlines the requirements and methods needed to provide training on the use of
Project and Portfolio Management (PPM) software. This tool will be required by IT units and will
eventually be available to the McGill community.
2 Training Scope
2.1 Training Objectives
A training program will be developed to provide the proper level of training needed for a range of
users, from novice to expert project managers. Training methods will vary depending on the type of
user – project manager, portfolio manager, directors/executive, and team member. Training will be
provided for the PPM software tool in conjunction with Project Management methodologies.
• The PM, in the capacity of functional expert, will help to develop the training materials, but the
responsibility for developing, delivering, and administering the training remains with ICS.
• Previous Project Management training is recommended as a prerequisite for novice PMs.
• A timely schedule for developing the training materials and course offerings will be a challenge
as multiple software applications are competing for the same resources.
• The project team’s availability over the summer (vacations) and the fall (busiest time of year) will
make it difficult to develop and deliver training.
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3 Training Program
3.1 Training Prerequisites
All Project Managers (PM) are expected to understand and be familiar with PMI’s Project
Management Methodology before attending any of the training session. The HR Staff Development
course also offers training for this subject.
3.2 Types of Training
Type Title Description Method Duration Participants
1 Project Management At first this course will be geared to IT Project Seminar 2 hours Novice PM,
Methodology at McGill Management. This course will outline the PM, Portfolio
methodology used at McGill and provide an PM
introduction to the software.
2 PPM software for PMs Overview of software for all users. Concentration will Lab 3 hours Novice PM,
be on the PM user. PM, Portfolio
3 PPM software for Directors and Overview of software for all users. Online 1 hour Directors,
Executives Concentration will be for the Executive user. Executives
4 PPM methodology and software Introduction to methodology and overview of Online 30 min Team
for Team members software. Concentration on team users, including Member
5 Access to PPM for the Client Overview of methodology and software. Emphasis Online 15 min Client
on how to view project documents
6 PPM Administrator Training to be given initially by vendor. Procedures Vendor TBD PPM
will be documented as necessary. Administrator
7 Project Request Guide to requesting a project via the software. Online TBD Client
8 Project Request Approval Guide to approving and staffing projects. Online TBD Directors,
Table 3.2 – Training Types
3.3 Training Schedule
Initial training for the administrators, functional experts in PMO, ICS trainers, and reps from IT will be
given by the vendor during implementation. At this time, course development begins for ongoing
staff training. The estimated preliminary schedule is shown in table 3.3. A detailed schedule for
course offerings will be created on ICS staff registration systems once the training is established.
Training Date Responsible
Administrator training during implementation August 17-21 Vendor
Train the trainer (ICS, PMO) during implementation August 2009 Vendor
PPM Course development Aug – Oct 2009 ICS Training & PMO
PPM Staff Training begins for IT units December 2009 ICS Training
Table 3.3 – Preliminary Training Schedule
3.4 Training logistics
• Training facilities are provided by ICS.
• Seminar type courses require various size rooms equipped with a projector and laptop with
access to internet.
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• Hands-on courses will be given in an ICS lab environment (maximum 15 users per session).
• ICS set up to administer (schedule, register, record, etc)
4 Roles and Responsibilities
The table below outlines the basic training responsibilities. It does not represent a work breakdown
structure - that will be added when more details are known.
Unit Responsibilities Existing or new resource
PMO Assist in course development with ICS PPM project team
ICS Training Develop courses (seminars, hands-on, ICS Trainers
online), administer training program on an
ICS Training Administer training program – schedule ICS Training coordinator
courses, monitor registration, provide
Vendor Provide initial training during Vendor consultants
implementation and consult on training
PMO & ICS Evaluate training ICS Trainers & PMO
Table 4.0 – Roles and Responsibilities
5 Estimated Training Budget
Note: ICS currently have resources in place to offer training. However, it is likely that multiple
software projects will need to share this limited resource. It is recommended that additional
staff resources be secured.
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