A strategy deck showing plan for development of client training curriculum.

1. S A A S T R A I N I N G
D E V E L O P M E N T
S T R AT E G Y
P R E S E N T E D B Y C H R I S S Y Q U I Ñ O N E S

2. 2
B U S I N E S S G O A L :
Create comprehensive client onboarding
processes and materials by May that are able to
be used both internally as well as externally as
artifacts.

3. 3
1. Our products evolve and change
• Training materials created today will need to be updated or replaced soon.
• Most internal documentation & training materials are outdated, and need constant
confirmation from SMEs.
• A bottleneck is created between SMEs and instructional designer.
2. Current training content is client-specific
• Training content references client-specific terminology, systems, and tone.
• Training was developed when the scope was smaller, and the strategy is no longer
scalable.
3. We don’t collect training feedback or track progress
• We don’t know the impact of training, or how it correlates to user adoption
CURRENT TRAINING CHALLENGES

4. H O W D O W E O V E R C O M E
T H E S E I N T H E N E X T 9 0
D AY S ?
4

5. 5
Agile Design & Development
● Build synchronous learning first (for efficiency).
● Trainers become SMEs to more quickly update training
content.
Modularize & Standardize Training Content
● Create bite-sized training modules for standard product
features so they can be easily updated or repurposed.
● Create facilitation standards and facilitator
guide/presentation templates so design is consistent.
Leverage Technology
● Create reporting and attendance tracking in Learning
Management System (LMS).
● Create surveys within LMS to track feedback.
KEY STRATEGIES
Our products evolve and
change
Current training content
is client-specific
We don’t collect training
feedback or track
progress
Solutions
Solution

6. 90 DAY+ PLAN
USING SAM INSTRUCTIONAL DESIGN MODEL
6
AGILE DESIGN &
DELIVERY
ITERATIVE
DESIGN
DEPLOY & TEST
0-30 Days
PREPARATION
● Build a project team
● Identify current tools
● Research & document product
basics/navigation
Design
MAR
Prototype
Evaluate
Implement
60-90 Days
Develop
30-60 Days
Review
ITERATIVE
DEVELOPMENT

7. PREPARATION
F E B R U A R Y
7

8. 8
Looking across current organization, who can help?
TRANSFER OF KNOWLEDGE
● SMEs
○ [SME 1]
○ [SME 2]
○ [SME 3]
DELIVER TO LEARNERS
Helps build training content
Become SMEs
Delivers training content
Transfers knowledge
Reviews training &
documentation iteratively
Provides feedback
● Instructional Design & Program
Manager
○ Chrissy
Sets tone & vision
Creates templates
Designs training content Creates
reporting
Collects feedback
● Facilitators
○ [Fac. 1]
○ [Fac. 2]
○ [Fac. 3]
ORCHESTRATE
PREPARATION: BUILD A PROJECT TEAM

9. PREPARATION: IDENTIFY CURRENT TOOLS
9
○ Snagit
○ Loom
○ Zoom
○ Threadit
● Presentation
○ Google Slides / Powerpoint
○ Google Docs
○ Paligo?
Content Creation & Editing Hosting & Delivery
● Image & Video ● Delivery
○ Zoom
○ Calendly for sign-up
● LMS
○ Currently have a license w/
SAP Litmos
● Hosting
○ Document 360
○ Google Drive
○ Vimeo
Looking across modalities, what can we deliver with what we have today?

10. 10
Task How to do this? Owner
General knowledge of industry -Research via web
-Create & refine list of terminology
Understand a “day in the life” as a user -Meet w/ SME to learn about user experience
-Run demo cases in testing environment
Create notes for product navigation -Review existing documentation
-Meet w/ SME for 3-4 hours/week & document
navigation to understand current state
Goals:
● Learn how to use product as user
● Learn how to think like a user
PREPARATION: RESEARCH & DOCUMENT PRODUCT

11. DESIGN
M A R C H
11

12. 12
Tell them what you told
them.
Repetition helps
reinforce learning.
Summarize the key
topics and points.
To reinforce learning, follow this pattern when creating a training
presentation & facilitating:
Tell them the
information.
Introduce each main topic as
they relate to the learning
objectives.
Cover key points and
demonstrate procedures.
Tell them what you’re
going to cover.
Introduce your audience to
the module with a brief
overview of the learning
objectives & main topics.
DESIGN: DESIGN / FACILITATION BEST PRACTICES

13. To maximize understanding, follow these best practices:
● Set training expectations early.
● Advise trainees how/where they can access materials before each session.
● Explain what you are about to show before demonstrating a procedure.
● Repeat questions back before answering.
● Keep training session on track & on time.
● Encourage trainee engagement.
13
DESIGN: FACILITATION BEST PRACTICES

14. 14
Facilitator
Guide
Template
Presentation Template
To maintain training consistency, use a standard facilitator guide & presentation
for each module.
DESIGN: TEMPLATES
Sample Facilitator
Guide [concealed]
Sample Presentation
[concealed]

15. DEVELOP
A P R I L - M AY
15