<Name of Project>
Education and Training Strategy
Version <#>
<Date>
Document Information
Document Name
Document Location
Document Owner(s)
For a current version of this document, please contact:
Name
Title
Organization
E-mail
Direct Phone
Version History
Version #
Date
Description of Major Changes
Document Sign-offs
Name / Position
Signature
Date
Content and/or Document Reviewers
Name / Position
Signature
Date
Table of Contents
1
EXECUTIVE SUMMARY ........................................................................................... 2
2
IMPORTANCE OF TRAINING .................................................................................. 3
3
TRAINING SCOPE .................................................................................................. 4
3.1
IN SCOPE:...............................................................................................................4
3.1.1
3.1.2
3.2
4
5
WHO: .......................................................................................................4
WHAT: .....................................................................................................4
OUT OF SCOPE: .......................................................................................................4
DESIRED OUTCOME OF TRAINING ........................................................................ 5
4.1
CRITICAL SUCCESS FACTORS .......................................................................................5
4.2
GOALS AND OBJECTIVES .............................................................................................5
ASSUMPTIONS, DEPENDENCIES AND CONSTRAINTS ........................................... 6
5.1
ASSUMPTIONS..........................................................................................................6
5.2
DEPENDENCIES ........................................................................................................6
5.3
CONSTRAINTS ..........................................................................................................6
6
READINESS ASSESSMENT – TRAINING ................................................................. 7
7
TRAINING APPROACH ........................................................................................... 8
7.1
DELIVERY STYLES - OPTIONS .......................................................................................8
RECOMMENDED DELIVERY STYLE: ..........................................................................................8
7.2
DELIVERY METHODS ..................................................................................................8
7.3
CURRICULUM STYLES OPTIONS.....................................................................................9
7.4
TRAINING TIMELINE ..................................................................................................9
7.5
EVALUATION.......................................................................................................... 10
7.5.1
8
Evaluation Methods: ................................................................................ 10
TRAINING RISKS AND MITIGATION STRATEGIES ..............................................11
Glossary / Terms and Abbreviations
1 of 10
1
Executive Summary
<Introductory words>
The recommended approach to training for the <name of project> is:

Delivery Style:
 Delivery Method:
 Curriculum Style:
 Training Timelines:
 Evaluate:
The Principles of Adult Education will be incorporated throughout the Training Plan.
2 of 10
2
Importance of Training
< Short introduction on why training is an important component of this project>

3 of 10
3
Training Scope
3.1
In scope:
3.1.1 WHO:
3.1.2 WHAT:
3.2
Out of Scope:
4 of 10
4
Desired Outcome of Training
4.1
Critical Success Factors
<Insert the factors that are required to ensure that training will be successful>
4.2
Goals and Objectives
<Insert the learning goals and objectives. Objectives should be as specific as possible at this
point in time. If cannot develop specific objectives, then develop goals and document SMART
objectives in the ‘training plan’. If do not document SMART objectives here then need to
document where they will be documented.>
5 of 10
5
Assumptions, Dependencies and Constraints
5.1
Assumptions
5.2
Dependencies
5.3
Constraints
6 of 10
6
Readiness Assessment – Training
<Insert the results and analysis of the training components of the ‘Organizational Readiness
Report’ and the ‘Customer Change Readiness Assessment’.
7 of 10
7
Training Approach
7.1
Delivery Styles - Options
Method
Advantages
Disadvantages
Instructor Led Classes


One-on-one Instructed
Led


Instructor Facilitated
eLearning Classes


Self Study eLearning


Self-Study
(Hard copy training
manual)


Recommended Delivery Style:
7.2
Delivery Methods
Method
Advantages
Disadvantages
Train-the-Trainer


Training by Vendor




Recommended Delivery Method:
8 of 10
7.3
Curriculum Styles Options
<How the training curriculum will be compiled and ultimately delivered to end users>
Method
Advantages
Disadvantages
Group Training


Role-based Training


Function-based
Training


Independent
Learning


Recommended Curriculum Style:
7.4
Training Timeline
The specific timing of training will be dependent on the business processing strategy; however
the following are options for approaching the timing of training delivery.
Method
Big Bang Training
Advantages
Disadvantages


Just-in-Time

On the Job Training

.


Recommended Timing:
9 of 10
7.5
Evaluation
<Purpose and objectives of the training evaluation>
7.5.1 Evaluation Methods:
Several evaluation methods will be used throughout implementation and postimplementation to evaluate knowledge gaps and the effectiveness of the training.
Results will be used to identify areas where additional training and support is required.
7.5.1.1
Interactive Evaluation
Through questioning techniques, student interaction and body language observation,
interactive evaluation will be an integral approach to test knowledge transfer during the
classroom or one-on-one training
7.5.1.2
Course Evaluations
Course evaluations will be conducted using trainer and trainee surveys, including survey
questions that measure the applicability of the training materials, the trainer’s delivery,
and the classroom logistics. More comprehensive evaluation of the training strategy and
programs may be conducted.
7.5.1.3
Post Training Evaluation Follow-up
Two to three weeks after initial training, another follow-up evaluation questionnaire will
be distributed to check for learning transfer and retention.
7.5.1.4
User Group Focus Meetings
User Group meetings, with appointed representatives from the clinic, along with select
project training team members will be set up to discuss staff application usage,
functionality and workflow issues. A direct result of these meetings will be
communications outlining issues identified and fixes, tips ‘n tricks, and workflow
discoveries. These meetings will occur frequently at first, then less frequently as users
become more competent in using application functionalities and workflow processes.
10 of 10
8
Training Risks and Mitigation Strategies
The following risks and respective mitigation strategies have been identified:
Risk
Impact
Mitigation
11 of 10