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Training Design Process
The training design process is a multi-step process that includes analysis, design, development, implementation, and evaluation phases. It begins with analyzing the current state, desired future state, and system requirements. Next, a conceptual design is created and the curriculum is defined, which identifies the courses, topics, and objectives. During the design phase, detailed designs, scripts, and storyboards are developed. Then, training materials are created, a pilot is conducted, and materials are finalized before full implementation and evaluation. Stakeholder sign-off is required at various stages of the process.
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Training Design Process
- 1.
- 2. This is amulti-step process!
- 3. This is amulti-step process! • Current state
- 4. This is amulti-step process! • Current state • Future desired state
- 5. This is amulti-step process! • Current state • Future desired state • Current system requirements
- 6. This is amulti-step process! • Current state • Future desired state • Current system requirements • Audience roles and requirements…
- 7. This is amulti-step process! • Current state • Future desired state • Current system requirements • Audience roles and requirements… Here’s a complicated grid of the entire process ->
- 8. Plan Analysis DesignDevelop Implement EvaluateInputs • Overall Project Plan • Framing Document • Statement of Work (SOW) • System Design documents • Functional Design Documents (FDD) • Business process Maps (BPM) • Workflow analysis • Standard Operating Procedure (SOP) documents • FDD’s, where applicable • BPMs and associated Change Log • SOPs • Curriculum Matrixv2 • Conceptual Design • SME Interviews • BPMs and associated Change Log. • SOPs • Detail Designs • Scripts • Storyboards • SME Interviews • content gathering & development. • Training Materials • Training Program Process • Breakdown work into manageable tasks • Identify resources and due dates • Document Assumptions • Identify stakeholders, SMEs • Estimate work effort of scope • Estimate review / sign off process • Create Curriculum Matrix Template • Document Audience needs • Review the BPMs • Revise • Curriculum Matrix • Training scope • Implementation plan • Convert Data to Tasks • Define strategy • Define curriculum guidelines • Identify training courses, including topics, learning objectives, audience(s), and delivery options • Identify modules, sections, and topics for each course • For each: • Key points • Demonstrations & activities • Knowledge checks • Other considerations (e.g., needed data or supporting tasks) • Create Training Materials (including Train-the-Trainer) • Capture eLearning Topics • Verify content accuracy • Approve of interactivities • Ensure navigational steps are accurate • Complete development review process and obtain sign-offs • Pilot training delivery • Review training materials • Finalize training materials • Conduct Train- the-Trainer • Co-facilitate training delivery • Locations deliver remaining training • Conduct Level 1 evaluation • Conduct Level 2 evaluation (where appropriate) • Develop Maintenance or ‘sunset’ plan Deliverables • Work Plan • Training Scopev1 • Curriculum Matrixv1 Template • Implementation Planv1 • Curriculum Matrixv2 • Training Scopev2 • Conceptual Design • Implementation plan v2 • Training Curriculum • Detail Design • Script • Storyboards • Facilitator, Participant Guides • Presentations • Train-the-Trainer Materials • Logistics / Implementation Planv2 • Final Training Materials • Training Pilot Complete • Local Training Initiated • Evaluation Data • Maintenance Plan Signoff • SME / Stakeholder Review Conceptual Design • SME / Stakeholder Review Detail Design (ongoing) • SME / Stakeholder Review Materials • Review Pilot Feedback
- 9. Plan Analysis DesignDevelop Implement EvaluateInputs • Overall Project Plan • Framing Document • Statement of Work (SOW) • System Design documents • Functional Design Documents (FDD) • Business process Maps (BPM) • Workflow analysis • Standard Operating Procedure (SOP) documents • FDD’s, where applicable • BPMs and associated Change Log • SOPs • Curriculum Matrixv2 • Conceptual Design • SME Interviews • BPMs and associated Change Log. • SOPs • Detail Designs • Scripts • Storyboards • SME Interviews • content gathering & development. • Training Materials • Training Program Process • Breakdown work into manageable tasks • Identify resources and due dates • Document Assumptions • Identify stakeholders, SMEs • Estimate work effort of scope • Estimate review / sign off process • Create Curriculum Matrix Template • Document Audience needs • Review the BPMs • Revise • Curriculum Matrix • Training scope • Implementation plan • Convert Data to Tasks • Define strategy • Define curriculum guidelines • Identify training courses, including topics, learning objectives, audience(s), and delivery options • Identify modules, sections, and topics for each course • For each: • Key points • Demonstrations & activities • Knowledge checks • Other considerations (e.g., needed data or supporting tasks) • Create Training Materials (including Train-the-Trainer) • Capture eLearning Topics • Verify content accuracy • Approve of interactivities • Ensure navigational steps are accurate • Complete development review process and obtain sign-offs • Pilot training delivery • Review training materials • Finalize training materials • Conduct Train- the-Trainer • Co-facilitate training delivery • Locations deliver remaining training • Conduct Level 1 evaluation • Conduct Level 2 evaluation (where appropriate) • Develop Maintenance or ‘sunset’ plan Deliverables • Work Plan • Training Scopev1 • Curriculum Matrixv1 Template • Implementation Planv1 • Curriculum Matrixv2 • Training Scopev2 • Conceptual Design • Implementation plan v2 • Training Curriculum • Detail Design • Script • Storyboards • Facilitator, Participant Guides • Presentations • Train-the-Trainer Materials • Logistics / Implementation Planv2 • Final Training Materials • Training Pilot Complete • Local Training Initiated • Evaluation Data • Maintenance Plan Signoff • SME / Stakeholder Review Conceptual Design • SME / Stakeholder Review Detail Design (ongoing) • SME / Stakeholder Review Materials • Review Pilot Feedback Notice that Design is the third step in the process?
- 10. Plan Analysis DesignDevelop Implement EvaluateInputs • Overall Project Plan • Framing Document • Statement of Work (SOW) • System Design documents • Functional Design Documents (FDD) • Business process Maps (BPM) • Workflow analysis • Standard Operating Procedure (SOP) documents • FDD’s, where applicable • BPMs and associated Change Log • SOPs • Curriculum Matrixv2 • Conceptual Design • SME Interviews • BPMs and associated Change Log. • SOPs • Detail Designs • Scripts • Storyboards • SME Interviews • content gathering & development. • Training Materials • Training Program Process • Breakdown work into manageable tasks • Identify resources and due dates • Document Assumptions • Identify stakeholders, SMEs • Estimate work effort of scope • Estimate review / sign off process • Create Curriculum Matrix Template • Document Audience needs • Review the BPMs • Revise • Curriculum Matrix • Training scope • Implementation plan • Convert Data to Tasks • Define strategy • Define curriculum guidelines • Identify training courses, including topics, learning objectives, audience(s), and delivery options • Identify modules, sections, and topics for each course • For each: • Key points • Demonstrations & activities • Knowledge checks • Other considerations (e.g., needed data or supporting tasks) • Create Training Materials (including Train-the-Trainer) • Capture eLearning Topics • Verify content accuracy • Approve of interactivities • Ensure navigational steps are accurate • Complete development review process and obtain sign-offs • Pilot training delivery • Review training materials • Finalize training materials • Conduct Train- the-Trainer • Co-facilitate training delivery • Locations deliver remaining training • Conduct Level 1 evaluation • Conduct Level 2 evaluation (where appropriate) • Develop Maintenance or ‘sunset’ plan Deliverables • Work Plan • Training Scopev1 • Curriculum Matrixv1 Template • Implementation Planv1 • Curriculum Matrixv2 • Training Scopev2 • Conceptual Design • Implementation plan v2 • Training Curriculum • Detail Design • Script • Storyboards • Facilitator, Participant Guides • Presentations • Train-the-Trainer Materials • Logistics / Implementation Planv2 • Final Training Materials • Training Pilot Complete • Local Training Initiated • Evaluation Data • Maintenance Plan Signoff • SME / Stakeholder Review Conceptual Design • SME / Stakeholder Review Detail Design (ongoing) • SME / Stakeholder Review Materials • Review Pilot Feedback There’s lots of pre- work before we get to the design
- 11. Plan Analysis DesignDevelop Implement EvaluateInputs • Overall Project Plan • Framing Document • Statement of Work (SOW) • System Design documents • Functional Design Documents (FDD) • Business process Maps (BPM) • Workflow analysis • Standard Operating Procedure (SOP) documents • FDD’s, where applicable • BPMs and associated Change Log • SOPs • Curriculum Matrixv2 • Conceptual Design • SME Interviews • BPMs and associated Change Log. • SOPs • Detail Designs • Scripts • Storyboards • SME Interviews • content gathering & development. • Training Materials • Training Program Process • Breakdown work into manageable tasks • Identify resources and due dates • Document Assumptions • Identify stakeholders, SMEs • Estimate work effort of scope • Estimate review / sign off process • Create Curriculum Matrix Template • Document Audience needs • Review the BPMs • Revise • Curriculum Matrix • Training scope • Implementation plan • Convert Data to Tasks • Define strategy • Define curriculum guidelines • Identify training courses, including topics, learning objectives, audience(s), and delivery options • Identify modules, sections, and topics for each course • For each: • Key points • Demonstrations & activities • Knowledge checks • Other considerations (e.g., needed data or supporting tasks) • Create Training Materials (including Train-the-Trainer) • Capture eLearning Topics • Verify content accuracy • Approve of interactivities • Ensure navigational steps are accurate • Complete development review process and obtain sign-offs • Pilot training delivery • Review training materials • Finalize training materials • Conduct Train- the-Trainer • Co-facilitate training delivery • Locations deliver remaining training • Conduct Level 1 evaluation • Conduct Level 2 evaluation (where appropriate) • Develop Maintenance or ‘sunset’ plan Deliverables • Work Plan • Training Scopev1 • Curriculum Matrixv1 Template • Implementation Planv1 • Curriculum Matrixv2 • Training Scopev2 • Conceptual Design • Implementation plan v2 • Training Curriculum • Detail Design • Script • Storyboards • Facilitator, Participant Guides • Presentations • Train-the-Trainer Materials • Logistics / Implementation Planv2 • Final Training Materials • Training Pilot Complete • Local Training Initiated • Evaluation Data • Maintenance Plan Signoff • SME / Stakeholder Review Conceptual Design • SME / Stakeholder Review Detail Design (ongoing) • SME / Stakeholder Review Materials • Review Pilot Feedback System and business processes need to be provided by the client!
- 12. Plan Analysis DesignDevelop Implement EvaluateInputs • Overall Project Plan • Framing Document • Statement of Work (SOW) • System Design documents • Functional Design Documents (FDD) • Business process Maps (BPM) • Workflow analysis • Standard Operating Procedure (SOP) documents • FDD’s, where applicable • BPMs and associated Change Log • SOPs • Curriculum Matrixv2 • Conceptual Design • SME Interviews • BPMs and associated Change Log. • SOPs • Detail Designs • Scripts • Storyboards • SME Interviews • content gathering & development. • Training Materials • Training Program Process • Breakdown work into manageable tasks • Identify resources and due dates • Document Assumptions • Identify stakeholders, SMEs • Estimate work effort of scope • Estimate review / sign off process • Create Curriculum Matrix Template • Document Audience needs • Review the BPMs • Revise • Curriculum Matrix • Training scope • Implementation plan • Convert Data to Tasks • Define strategy • Define curriculum guidelines • Identify training courses, including topics, learning objectives, audience(s), and delivery options • Identify modules, sections, and topics for each course • For each: • Key points • Demonstrations & activities • Knowledge checks • Other considerations (e.g., needed data or supporting tasks) • Create Training Materials (including Train-the-Trainer) • Capture eLearning Topics • Verify content accuracy • Approve of interactivities • Ensure navigational steps are accurate • Complete development review process and obtain sign-offs • Pilot training delivery • Review training materials • Finalize training materials • Conduct Train- the-Trainer • Co-facilitate training delivery • Locations deliver remaining training • Conduct Level 1 evaluation • Conduct Level 2 evaluation (where appropriate) • Develop Maintenance or ‘sunset’ plan Deliverables • Work Plan • Training Scopev1 • Curriculum Matrixv1 Template • Implementation Planv1 • Curriculum Matrixv2 • Training Scopev2 • Conceptual Design • Implementation plan v2 • Training Curriculum • Detail Design • Script • Storyboards • Facilitator, Participant Guides • Presentations • Train-the-Trainer Materials • Logistics / Implementation Planv2 • Final Training Materials • Training Pilot Complete • Local Training Initiated • Evaluation Data • Maintenance Plan Signoff • SME / Stakeholder Review Conceptual Design • SME / Stakeholder Review Detail Design (ongoing) • SME / Stakeholder Review Materials • Review Pilot Feedback If the client doesn’t have this clarified, ask them to provide what they can.
- 13. Plan Analysis DesignDevelop Implement EvaluateInputs • Overall Project Plan • Framing Document • Statement of Work (SOW) • System Design documents • Functional Design Documents (FDD) • Business process Maps (BPM) • Workflow analysis • Standard Operating Procedure (SOP) documents • FDD’s, where applicable • BPMs and associated Change Log • SOPs • Curriculum Matrixv2 • Conceptual Design • SME Interviews • BPMs and associated Change Log. • SOPs • Detail Designs • Scripts • Storyboards • SME Interviews • content gathering & development. • Training Materials • Training Program Process • Breakdown work into manageable tasks • Identify resources and due dates • Document Assumptions • Identify stakeholders, SMEs • Estimate work effort of scope • Estimate review / sign off process • Create Curriculum Matrix Template • Document Audience needs • Review the BPMs • Revise • Curriculum Matrix • Training scope • Implementation plan • Convert Data to Tasks • Define strategy • Define curriculum guidelines • Identify training courses, including topics, learning objectives, audience(s), and delivery options • Identify modules, sections, and topics for each course • For each: • Key points • Demonstrations & activities • Knowledge checks • Other considerations (e.g., needed data or supporting tasks) • Create Training Materials (including Train-the-Trainer) • Capture eLearning Topics • Verify content accuracy • Approve of interactivities • Ensure navigational steps are accurate • Complete development review process and obtain sign-offs • Pilot training delivery • Review training materials • Finalize training materials • Conduct Train- the-Trainer • Co-facilitate training delivery • Locations deliver remaining training • Conduct Level 1 evaluation • Conduct Level 2 evaluation (where appropriate) • Develop Maintenance or ‘sunset’ plan Deliverables • Work Plan • Training Scopev1 • Curriculum Matrixv1 Template • Implementation Planv1 • Curriculum Matrixv2 • Training Scopev2 • Conceptual Design • Implementation plan v2 • Training Curriculum • Detail Design • Script • Storyboards • Facilitator, Participant Guides • Presentations • Train-the-Trainer Materials • Logistics / Implementation Planv2 • Final Training Materials • Training Pilot Complete • Local Training Initiated • Evaluation Data • Maintenance Plan Signoff • SME / Stakeholder Review Conceptual Design • SME / Stakeholder Review Detail Design (ongoing) • SME / Stakeholder Review Materials • Review Pilot Feedback Or if you have the skills, offer to do this for them
- 14. Analysis will divinewhat you need to train to, if you need to train at all
- 15. ANALYSIS CAN BEDONE QUICKLY BY SKILLED PROFESSIONALS
- 16. Besides, If youdon’t know what needs training,
- 17. HOW DO YOUGO ABOUT BUILDING IT? Besides, If you don’t know what needs training,
- 18. Want to knowmore?
- 19. ZULEKA (AT) GMAIL(DOT) COM Want to know more?
- 20. ZULEKA (AT) GMAIL(DOT) COM TWITTER @KIRA_GREER Want to know more?