How do you eat an elephant?

1. How do you eat an elephant? Janet May April 21, 2010

2. Introductions • Name • Current position • Next BIG project • My question about tackling a BIG training project is . . .

3. BIG project questions • Where to begin? • How to keep on track – control scope creep? • How to identify and manage multiple stakeholders? • How to measure result?

4. Session objective • What do I want participants to know and be able to do when they complete the training? • How will I know they know/can perform?

5. Tips for approaching big training projects • Who? • Is requesting the project • What? • Are they requesting? • Why? • Are they requesting the project? • How? • Will the project be developed? • When? • Do they expect the project to be developed/delivered? • Where? • Will the training be developed, be delivered?

6. Examples • Tektronix Training and Certification Checklists (92-93) • Cisco Systems Manufacturing Training Checklist Project (98-01) • Community Bank Technology Training Needs Analysis (98) • Cisco Systems Project Alignment for Instructional Design (PAID) Project (03-05)

7. Tektronix Training and Certification Checklists • Position Descriptions • Training Outline/Certification Checklist • Examples • ISO Impact Training – Manager Tasks and Trainer Tasks • Evaluations were built into the Training Certification Checklists

8. Cisco Systems Manufacturing Training Checksheet Project • Training Checksheet Development Proposal • Training Program and Checksheet Development Process – Products, Consultant Roles, Production Roles • Checksheet Training Target Date Summary • XXXX Cell Training Checksheet Overview • XXXX Cell Web Page Draft • XXXX Training Checksheet Example • Examples Note: Checksheets include key words because of cultural and language differences.

9. Other Cisco Project Examples • Production Cell Train the Trainer Project • Instructor Prep Checklist • Manufacturing Training Train the Trainer Workshop • Web Training Project Proposal • MA New Hire Roadmap

10. Community Bank Technology Training Needs Assessment • Presentation to Consumer Banking Group – Results (12 Branches, 15 Groups = 241 people) • Technology Curriculum Guide

11. Cisco Systems Project Alignment for Instructional Design (PAID) Project • Cisco PAID Project • ILSG’s model – Analysis, Plan, Design, Develop, Produce, Release, Evaluate • PAID End to End Milestone Process Flow • Resource Center Asset List – Job Aids, Best Practices, Masters • PAID Lifecycle Checklist Master • Business Unit Engagement Process Flow

12. Who? • Management to “own” project • Subject matter experts • Employees to provide input/review/pilot training

13. What? • Deliverables: • Format: - Classroom, One-on-one, E-learning • Documentation? • On-line training? • Classroom instruction? • Group? Self-paced? • Existing materials/documentation to use • Interaction by trainees • Assessment of trainee progress • Process for updates?

14. Why? • Business reasons for training development • Increase productivity/quality • External pressure for certification • Return on investment (e.g. technology) • Process improvement • Change management • Communication

15. How? • How do stakeholders envision accomplishment of project? • Personnel to provide information? • Review process? • Include pilots of beta versions? • Identify existing resources – documentation, training? • Plan for training development phases – how will you know when the project is finished? • Identify “small” project for early “win” and leverage success for expansion • Planning for ongoing communication and touch points is essential

16. When? • Establish ongoing communication with all stakeholders to determine target dates and timeline • Be aware of “scope creep” • Identify any external reasons for target dates and timeline • Timeline for training assessment? • When change is an issue, approach the project in phases • 1st phase – What is stable? • 2nd phase – What is expected to change in the next 6 months? • Etc.

17. Where? • Classroom – on-site or off-site • On the job – group or one-on-one at work station • Virtual – online, self-paced written materials

18. Proposal parts • Analyze / Plan • Design / Develop • Produce / Deliver / Release • Evaluate / Maintain / Update / Revise

19. Proposal examples • Cisco Project Proposals • ATP-LT Training Proposal • GLDI Training Proposal • GLDI Training Project Plan • Master Scheduler Roadmap Proposal • Oracle GUI Nav Proposal • Humphreys College Law Student Survey Proposal • Cowlitz Bank • Loan Processing Job Aid Proposal • Project Features and Benefits • Clark College • Curriculum Revision Proposal • Deliverables Summary

20. Lessons learned • Identify tools to use to organize training development progress • Break large development projects into phases • Use checklists in training and development process • Keep track of time required to develop each phase of training • Leverage prior work

21. Tips for future projects • Communication with stakeholders is essential • Use email effectively – not a substitute for face-to-face communication • Explore new technology tools – evaluate appropriateness for specific training project

22. Questions and answers • What questions do you have about tackling BIG training projects? • Thank you for sharing your concerns and ideas!