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Training Design Process
- 2. This is a multi-step process!
- 3. This is a multi-step process! • Current state
- 4. This is a multi-step process! • Current state • Future desired state
- 5. This is a multi-step process! • Current state • Future desired state • Current system requirements
- 6. This is a multi-step process! • Current state • Future desired state • Current system requirements • Audience roles and requirements…
- 7. This is a multi-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 Design Develop 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 Design Develop 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 Design Develop 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 Design Develop 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 Design Develop 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 Design Develop 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 divine what you need to train to, if you need to train at all
- 15. ANALYSIS CAN BE DONE QUICKLY BY SKILLED PROFESSIONALS
- 16. Besides, If you don’t know what needs training,
- 17. HOW DO YOU GO ABOUT BUILDING IT? Besides, If you don’t know what needs training,
- 18. Want to know more?
- 19. ZULEKA (AT) GMAIL (DOT) COM Want to know more?
- 20. ZULEKA (AT) GMAIL (DOT) COM TWITTER @KIRA_GREER Want to know more?