Annual Review Process Training Strategy
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This document outlines a training strategy to accompany the implementation of a new UltiPro Performance Management (UPM) tool for LECG's 2010 annual review process. The training goals are to support the transition to the new automated system and provide direction on completing assessments using UPM. Training objectives are for end users to navigate UPM and successfully complete reviews. Training will use live sessions, online tutorials, and job aids. It will target employees, evaluators, approvers and office managers. An aggressive timeline is needed to develop training for the upcoming self-reviews.
![2010[ Annual Review Process: Training Strategy]This document is meant to provide a high- level training strategy and approach designed to accompany the implementation of the UltiPro Performance Management tool which will be used as part of LECG’s 2010 annual review process. -12680951104265<br />Contents TOC quot;
1-3quot;
Introduction PAGEREF _Toc272441805 3Process Overview PAGEREF _Toc272441806 3Goals for the Training PAGEREF _Toc272441807 5Overall Training Objectives PAGEREF _Toc272441808 5Audience Analysis PAGEREF _Toc272441809 5Training Media PAGEREF _Toc272441810 6Training Development / Timeline PAGEREF _Toc272441811 6<br />Introduction<br />LECG, LLC is composed of several consulting organizations each having its own unique performance management process, performance metrics, competencies, and review schedule. As LECG evolves into one united organization, it is the vision of LECG leadership to have a single, standard annual review form and evaluation process. <br />As part of the process and organizational unification initiatives related to Project Pinnacle (the project name given to the integration efforts), the Talent Development Department has been tasked with designing a new automatic approach using the UltiPro Performance Management (UPM) software. The UPM tool is new to all employees and the deployment of the solution will require training and change management to ensure adoption of UPM by the employee population. This document has been designed to outline the target audiences, capture training objectives and detail the training approach for all LECG – US based staff on the UPM tool to facilitate the 2010 annual review process. The UPM based annual review process will begin with all LECG US based staff and will be extended to LECG international locations during the next review period, after it has been appropriately tested. <br />Process Overview<br />The following is a high level overview of the system activities/steps that will occur during the UPM annual review process:<br />,[object Object]](https://image.slidesharecdn.com/annualreviewprocesstrainingstrategyv5-12935829695794-phpapp02/85/Annual-Review-Process-Training-Strategy-1-320.jpg)
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Annual Review Process Training Strategy
- 2. The employee logs into the UPM module to complete a self review and then releases the self review to their evaluator.
- 3. The evaluator logs into UPM and provides ratings and feedback on the employee.
- 4. The evaluator will then route the review to the approver who will review the evaluator’s ratings, add additional necessary comments and approve the review.
- 5. The supervising manager and employee meet to discuss the review.
- 6. The evaluator releases the finalized review to the employee.
- 8. Enable change by creating a venue for communicating with stakeholders and leadership with respect to anticipated changes within the annual review processes and the competencies that will be measured.
- 9. Provide direction on how to tactically complete the assessments using the UPM tool.
- 11. End-user will be able to recognize the UPM icons and identify their functions.
- 12. End-users will be able to navigate through the homepage and all sections, links and other items necessary to complete their assigned task(s).
- 13. Employee/Evaluator/Approver will be able to successfully accomplish completion of a Review according to LECG guidelines and standards.
- 15. Employee