This document outlines an enterprise resource planning (ERP) project training plan for an organization. It discusses who will be trained, including employees, vendors, alumni and prospective students. It provides a timeline for financial and HR/payroll training and system implementation. It also describes the various training methods and materials that will be used, including end user training kits, web-based learning, documentation, and manuals. Responsibilities are defined for the ERP training team, functional team, departmental trainers, and academic business administrators. Classes will be designed based on roles and will incorporate different training techniques.

1. Enterprise Resource Planning Project (ERP)

2. ERP TRAINING What? Who? When? How?

3. What? Process Improvements People Improvements Technology Improvements Training! Training! And More Training!

4. Who? EVERYONE ON CAMPUS And Some Off-Campus! (such as Vendors, Alumni, Prospective Students)

5. Financials Plan Financial Training Sep 2003 – Feb 2004 Plan HR/Payroll Training Mar 2004 – Aug 2004 Deliver Financial Training Mar 2004 – Jun 2004 Deliver HR/Payroll Training Sep 2004 – Dec 2004 Financials In Production Jul 2004 HR/Payroll In Production January 2005 ERP Team Training Oct 2002 – Jan 2003 System Configuration & Process Definition Feb 2003 – Sep 2003 System Configuration & Process Definition Feb 2003 – Feb 2004 HR & Payroll ERP Team Training Oct 2002 – Jan 2003

6. Processes must be fairly well developed before we can even start planning training! AAAGGGGHHHHH!

7. How?

8. Training Materials Included With System End User Training Kit (EUT) Web-Based Learning Assistant (WLA) System Documentation HELP Functions within System Student and Instructor Manuals Training Designs including Exercises Modifiable

9. Preliminary Training Plan ERP Project Training Team ERP Project Team Leaders/Members College/Department Liaisons HR Dept Reps, Academic Advisors Technical Trainers Functional Owner Department Processes Employees (Faculty, Staff, OPS) (Self-Service) Hiring, Time/Leave, Purchasing, Payables, etc. Dept Processors Complex Processes Reporting/Queries Data Warehouse

10. Design Classes Based on Roles Administrative Office Functions Departmental Functions Employee Self-Service ERP Training Team Responsibilities

11. Train ERP Team Leaders / Members Delivering pre-designed training to Administrative Office Staff Human Resources Office Staff Purchasing Office Staff Accounts Payable Office Staff Budget Office Staff Etc. ERP Training Team Responsibilities (cont’d)

12. Train Departmental Trainers Delivering pre-designed training to departmental office staff and faculty Time/Leave Input Benefits Enrollment Other self-service applications ERP Training Team Responsibilities (cont’d)

13. Train ERP Project Team Trainers Delivering pre-designed training to departmental specialized function staff Time/Leave Coordinators Department Procurements (Purchasing/Payables) Appointment Processing Applicant Recruitment/Job Vacancies Etc. ERP Training Team Responsibilities (cont’d)

14. Schedule Classes Dates and Locations for all training except inter-departmental Facilitate Registration and Track Attendance Facilitate Security Access Arrange for access upon successful completion of training ERP Training Team Responsibilities (cont’d)

15. Identify Learner Groups Modify Documentation (Web Learning Assistant) Processes Techniques ERP Functional Team Responsibilities

16. Assist in Development of Course Objectives Processes Techniques Participate in Training Class Tests Feedback for Improvement ERP Functional Team Responsibilities

17. Departmental Trainers Responsibilities College/Department Volunteers Attend Training Class Tests Provide feedback Train Faculty and Staff Self Service Pay stubs online Time/Leave entry online Benefits enrollment/changes Help Desk

18. Departmental Trainers Responsibilities (cont’d) Academic Business Administrators (ABAs) Training College/Department Volunteers Some Financial Applications Help Desk Academic Advisors Student applications Student employee applications

19. Sample Course Design Variety of Training Techniques Lecture/Explanation of Process(es) Hands-On Exercises Discussion of concepts Utilizing reference materials Student Manuals Other Materials Developed by Training Team (cheat sheets, process flow charts, WLA on-line help) etc.

20. QUESTIONS ? COMMENTS ? CONCERNS ? IDEAS ! ? ! ?