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Training and Education Implementation PlanMary NelsonUniversity of Illinois20099810752496185Training and Education Implementation Plan TemplateIntroduction to the TemplateThe Training and Education Implementation Plan outlines the details to the educational intervention outlined in the Business Requirements and Instructional Requirements Documents. The consultant, designer, analyst, trainer, or subject-matter expert must design the implementation for the education and training intervention to ensure that, at its end, the goal of the educational program will be met and that participants return to their duties with enhanced knowledge, skills, and/or abilities (KSAs), as necessary. This document will be used by the Implementation teams as output to their activities.How to Use this TemplateThere are five major parts to this template, listed below, plus an Appendix with tools and templates for your use.Contents TOC \o "1-3" \h \z \u Introduction to the Template PAGEREF _Toc226278055 \h 2How to Use this Template PAGEREF _Toc226278056 \h 2Rationale PAGEREF _Toc226278057 \h 4Audience PAGEREF _Toc226278058 \h 4Project and Implementation Timetables PAGEREF _Toc226278059 \h 4Project Overall Timeline PAGEREF _Toc226278060 \h 4Implementation Detailed Timeline: Training Implementation and Management PAGEREF _Toc226278061 \h 4Estimated Resources for Implementation Phase PAGEREF _Toc226278062 \h 5Training Management PAGEREF _Toc226278063 \h 5Instructor Selection and Preparation Plan PAGEREF _Toc226278064 \h 6Training Facilities Plan PAGEREF _Toc226278065 \h 6Advance Awareness and Marketing Plan PAGEREF _Toc226278066 \h 6Session Scheduling Plan PAGEREF _Toc226278067 \h 6Participant Registration Plan PAGEREF _Toc226278068 \h 6Hold Training Sessions Plan PAGEREF _Toc226278069 \h 6Evaluation Plan PAGEREF _Toc226278070 \h 7Appendix: Tools for Implementation PAGEREF _Toc226278071 \h 8Training Implementation Overview PAGEREF _Toc226278072 \h 9Course Datasheet Example* PAGEREF _Toc226278073 \h 10Marketing E-Mail Example* PAGEREF _Toc226278074 \h 10Pre-Training Checklists PAGEREF _Toc226278075 \h 11Training Checklist PAGEREF _Toc226278076 \h 11Facilities PAGEREF _Toc226278077 \h 12Lodging and Transportation for Instructor(s) and Others PAGEREF _Toc226278078 \h 13Materials PAGEREF _Toc226278079 \h 14Participants PAGEREF _Toc226278080 \h 15Training Attendance Roster / Sign-In Sheet PAGEREF _Toc226278081 \h 16Level 1 Training Evaluation Form Template PAGEREF _Toc226278082 \h 17Filling out the template need not be a labor-intensive process. Although there are five major sections, with sub-sections, each one may only require a few sentences to complete. If a section was provided by the another Requirements document, you can merely refer back to it rather than reproduce it here.Instructions on how to use the template appear in italicized text, with examples in normal text. Simply delete the instructions and replace the examples with your own text. Don’t forget to:Modify the page header text to reflect the name of your project. Delete the paragraphs of instructions on this and the previous page, as well as any italicized instructionsDelete the Appendix, as required; you may wish to create your own appendix.Update the Table of Contents (just right click on it)Rationale[This section provides the rationale for the need for a training intervention.]In July 2011, this office will implement ABCDEFG, a new project management software application for all employees involved in managing projects. The ABCDEFG application is unfamiliar to all but the ABCDEFG project implementation team, and will require that the entire project management workforce be trained to use it. This document outlines the instructional requirements to bring staff up-to-speed with the new software and reduce productivity losses.Audience[In this section, answer the questions What performance gap was identified? and What population requires this educational intervention?]In July 2011, this office will implement ABCDEFG, the new project management software application for all employees involved in managing projects. The ABCDEFG application is unfamiliar to all but the ABCDEFG project team, and will require that the entire project management workforce be trained to use it, a total of 75 project managers and other staff.The Design team must create educational plans for this audience to develop solutions, including training, job aids, and a web-based reference library, to ensure a smooth transition from the previous project management application to the new one. Project and Implementation Timetables[Here provide a high-level schedule for the project. Detailed schedules are required for this phase, for the sake of the project team. Example timetables appear below.]Project Overall TimelinePhaseQ1 2010Q2 2010Q3 2010Q4 2010Q1 2011Q2 2011AnalysisDesignDevelopmentImplementationEvaluationImplementation Detailed Timeline: Training Implementation and ManagementPhase Tasks, Milestones and/or DeliverablesStart DateEnd DateResponsible RoleImplement Readiness Activities (as necessary)08/23/1008/28/10Project ManagerPrepare for Roll-Out09/01/1009/30/10Project ManagerSecure Training Facilities10/01/1010/31/10Project ManagerPurchase or Print Session Materials10/01/1010/31/10Project ManagerContract Trainers10/01/1010/31/10Project ManagerPrepare Trainers (“Train-the-Trainer” Sessions)11/01/1011/15/10Project ManagerCreate Training Schedule11/01/1011/15/10Project ManagerCreate and Distribute Marketing Materials11/01/1011/15/10Project ManagerRegister Participants11/15/1012/31/10Project ManagerCreate Rosters, Tent Cards, etc.12/15/1012/31/10Project ManagerHold Training Sessions01/02/1101/31/11Trainer(s)Evaluate Training (Levels 1-3) at intervals02/01/1103/31/11Project Manager, Instructional Designer, Trainer(s), Direct SupervisorsEstimated Resources for Implementation Phase[In this section list the resources and time estimate (percentage or effort in hours) to be devoted to Design. NOTE: Roles listed and estimates may vary, depending upon the project. The following table is an example only.]Resources RequiredHuman ResourcesRoleDurationEffortEstimated TotalProject manager/ Instructional designer9 months 20 hours per week720Administrative9 months 8 hours per week288Content experts3months 20 hours per week240Graphic designer3 months 40 hours per week480Writer/Editor3 months 16 hours per week192Trainers3 months16 hours per week192Total Human Resources =SUM(ABOVE) 2112Tools and Other Resources ResourceNumber / AmountUnit CostEstimated TotalSystem Access Permissions1600Training Database1*-Total Resources*IT department estimates of costs for additional database already planned in the IT plan.All resources requested are on staff and available. Technical requirements for the training database will be provided by the IT department.Training Management[Training Management involves the preparation of trainers, marketing and advance awareness of upcoming opportunities for training to the proposed audience, obtaining facilities and materials for the sessions, scheduling and registration, as well as holding training sessions and evaluating them afterwards for effectiveness. Under the following headings, provide brief information about who will teach the class, whether a Train-the-Trainer session will be held, where training will occur, and so forth. To complete this session, simply delete the example text and type in your own plan.]Instructor Selection and Preparation PlanInstructors from previous software projects are available, have obtained release time for preparation and training, but are unfamiliar with the new product. A train-the-trainer workshop will be needed, and a course pilot will be required. Instructors will need one-week of individual study and one week of involvement in the pilot and corrections. The Train-the-Trainer session will take two to three days of release time.Training Facilities PlanTraining rooms at Illini Hall (UIUC) and the Administrative Office Building (UIC) are available for the proposed sessions. Tentative reservations have already been made. Two sessions to accommodate varying schedules will be held on the Springfield campus in training rooms there.Advance Awareness and Marketing PlanAdvance awareness activities have been planned. The Project Manager will:Discuss changes with Deans, Directors, and Department Heads to prepare them for training availability, work process changes, and impactsAttend unit staff meetings to discuss with staff changes that are proposed, with a brief demonstration as the date of go-live approachesAnnounce coming changes on internal websitesEmail at monthly and then bi-weekly intervals until training is available, for both advance awareness and training registration updatesWrite and publish a brief for Inside Illinois newspaperA more formal communications plan will be completed as Development completes, and is beyond the scope of this plan.Session Scheduling PlanSessions will be scheduled for Mondays through Thursdays for four weeks in January, 2011. This plan should allow for make-up session due to illness and other individual absences or scheduling issues. Urbana and Chicago campuses will be scheduled in alternate weeks and Springfield sessions will be held on Fridays.Participant Registration PlanParticipants will register through the established training registration system. There will be no continuing education credits that might require communications with certifying bodies.Hold Training Sessions PlanSessions will run from 8:30 a.m. through 4:30 p.m., with two mid-session breaks and a one-hour lunch break. Parking is available in nearby lots and on the street.See Training Checklist in the Appendix for further details.Evaluation PlanProgram Evaluation will be performed for three levels as follows.Level 1 Session Evaluation; Level 1 Instructor Evaluation; Level 1 Materials EvaluationAll level 1 evaluation will be collected immediately following training to ascertain student reaction. See Appendix for Level 1 Evaluation form.Average scores of 4 or more will be considered ments will be evaluated and corrections made as possible during future training sessions.Level 2 Learning EvaluationJob aids were developed to provide on-the-job support.Online help was developed to provide on-the-job supportUse of these helps will be evaluated as referential to learning.Support calls will be evaluated to determine areas of difficulty and areas of success in learning.A diminution of support calls will be considered success in learningLevel 3 Transfer EvaluationUnit supervisors will be given a short, one-page form to record observations about learning transfer to the job.Monthly discussions with unit supervisors will determine whether learning has transferred to workplace processes.Appendix: Tools for ImplementationThe following tools are provided for your use in preparing for training implementation.Training Implementation OverviewCourse Datasheet ExampleCourse Marketing ExamplePre-Training ChecklistsTraining Roster / Sign-In SheetLevel 1 Course Evaluation TemplateTraining Implementation OverviewTrainers and Trainer Preparation:Training Schedule:Marketing Materials and Distribution Channels:Registration and Rosters:Evaluate Course against Objectives:Course Marketing Example*Workshop TitleWorkshop TitleLength? HoursWho Should AttendAll employees involved in [name the process or topic]PrerequisitesNo experience requiredBenefitsStudents will ….OverviewThis workshop presents ….ObjectivesAt the end of this series, participants will:Objective 1 Objective ics CoveredTopics include: Topic ATopic B*Note: A datasheet like this can be used to promote the workshop on paper, in PDF format, or in an email. You can easily add letterhead and a brief paragraph to pique reader interest.Marketing E-Mail Example*The University has been working with ABCDEFG Software Inc. to develop and implement a replacement for the existing PREvious System (PRES).? ABCDEFG Software offers a streamlined contract management lifecycle from beginning to end, managing contract assembly, review, and processing efficiently. Contract documents based on templates allows end-users the flexibility to select necessary contract options. Upside Contracts also provides versioning, improved editing, formatting and printing.? Contract preparers will be able to attach documents of all types to contracts. Depending upon dollar limits, the application provides an electronic workflow approval process as well.? Automatic e-mail notifications and reporting capabilities give all contract reviewers improved oversight. Implementation of this new system will require all PRES clients to attend training in the new system. You are invited to attend training at your convenience. Check our website for a session that meets your needs at: *Note: An email like this can be used to promote the workshop on paper, in PDF format, or in an email. You can easily incorporate the Datasheet to flesh out details. Pre-Training ChecklistsCourse Title:Training Date(s) NeededTraining Location(s) (cities)Instructor(s)Training ChecklistTaskDate CompleteIdentify required course(s)Identify unit coordinator(s) Identify instructor(s)Identify potential date(s) for classesIdentify number of students attendingIdentify course technical requirementsIdentify potential classroom(s)Contact classroom technical coordinator(s) and obtain complete specifications for each venue.Select classroom for each training session.Verify that all equipment and support are available at each location.Create rosterRegister studentsOrder or print materials for each registered studentSend registration email to each student.Send reminder email to each student.Reserve staff car (if necessary)Obtain lodging for instructor (if necessary)Order refreshmentsVerify that students can logon to database(s)FacilitiesNeeded?ItemSpecial RequirementsReserve appropriate roomRoom capacity = Room window coverings?Procure EquipmentPodiumMicrophone(s) for presenter(s) – lavaliereMicrophone(s) for podiumSpeaker table and chair(s)Projector (with remote control, as required)Projector screenInstructor computer workstationInstructor laptopInstructor computer workstation softwareInstructor computer workstation logonStudent computer workstation(s) – Number =Student computer workstation softwareStudent computer workstation logonsOn-site computer support person name & numberOn-site computer support person availability timeInstructor special-height chairWhite boardFlip chartFlip chart paperWhite board markersWhite board eraserOverhead projectorRefreshmentsTech Support Contact(s):Tech Support Availability:From: To:Notes on FacilitiesLodging and Transportation for Instructor(s) and OthersTransportationStaff CarPersonal CarTrainPlaneLodgingNumberRequirementsSpecial NeedsNotes on Lodging and TransportationMaterialsPrinted RosterCourse Materials (Title)VendorPrice per UnitUnits RequiredDate NeededTent CardsEvaluationsShippingDatabase EntriesNotes on MaterialsParticipantsAdditional Personnel Attending:Attendee No. (Total):Attendee Dept/Unit(s):Dept/Unit Contact(s):Unit Coordinator NameDateBy Whom, To Whom, or For WhomPreliminary Roster Received?Confirmed Roster Received?Invitation Sent?Reminder Sent?Special Needs?Notes on ParticipantsTraining Attendance Roster / Sign-In SheetTitlePresenterDateCampusLocation #AttendeeSignature1 2 3 45678910111213141516171819202122Level 1 Training Evaluation Form TemplatePlease use your experience in this training to rate the following statements.Your feedback will help us to ensure that we continue to meet your training needs.Instructor:Date:Course Title: Agree DisagreeOverall RatingThe training was worth attending.54321Training DesignThe objectives were clearly communicated and met to my satisfaction.54321The topics were well organized and easy to understand.54321The pace of the training was appropriate for the topics covered.54321The level of difficulty of the content was appropriate for me.54321InstructorThe instructor performed well overall.54321The instructor is knowledgeable about the subject matter.54321The instructor practiced effective time management.54321The instructor answered my questions to my satisfaction.54321Training ExercisesI found the exercises valuable in learning how to apply the concepts.54321Training ApplicationI will apply what I learned to my job and/or other areas of my life.54321I will recommend this training to others within my organization.54321LogisticsThe seating arrangements were appropriate for the session.54321I was able to see and hear the presentation without distractions.54321Ample breaks were provided without disrupting the flow of the session.54321Adequate beverages and food were provided.54321Comments What topics would you have liked to have spent more or less time on?What did the instructor do that worked well and what would you suggest to improve his or her effectiveness?What was most useful about the exercises?What changes would you recommend to improve the course and make it more effective?If you need additional space for your comments, please use the back of the form.

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