Role of Account Management at ERCOT Nodal Training – Update Pamela Dautel April 10, 2006 Market Education

March 28, 2006 – Page 2Nodal Training Status – DRAFT Nodal Training Update Activities/Progress –Training approach –Status of first two courses Proposed list of courses –High-level business process –Task-level business process Development and delivery timeline Lessons learned – other ISOs Learning Management System

March 28, 2006 – Page 3Nodal Training Status – DRAFT Training approach Instructional Systems Design process –Analyze Needs –Design Modular Course objectives Section objectives Activity-based exercises Delivery methods (online tools, quick guides, job aids, face-to-face, webcast) –Development –Implementation –Evaluation

March 28, 2006 – Page 4Nodal Training Status – DRAFT Validation of a Repeatable Process Drafted by SME(s) with support from Training Validated with TPTF, Business Owners, ERCOT/MP Training Content Advisors (MPTCA) ObjectivesOutlineContent Finalize Course Roll-out Course Similar process to Objectives (may be combined to save time) Leverage other ISO training courses Lessons learned Best practices Templates and tools Developed by SME/Content Developer Reviewed by ERCOT (Tech) Add test, activities, graphics, etc. Reviewed by ERCOT/MPTCA Conduct Train-the- Trainer (if necessary) Prepare for F2F sessions Implement course (F2F, Webcast, Self-Study)

March 28, 2006 – Page 5Nodal Training Status – DRAFT Status of first two courses Introduction to Texas Nodal Market –Review course material –On schedule for delivery second quarter 2006 Transition to Nodal –Review course objectives/outline –Review course material –On schedule for delivery second quarter 2006

March 28, 2006 – Page 6Nodal Training Status – DRAFT Intro to TNM Transition to Nodal Market Training Approach – First Two Courses Q (Apr) Q (Jul) Q (Oct) Q (Jan) Development F2F Webcast Self-Study Development F2F Webcast Self-Study

March 28, 2006 – Page 7Nodal Training Status – DRAFT Process utilized to determine curriculum Compared “samples of training curriculum” in Nodal Transition Plan to PJM and other ISO websites Developed preliminary cross-reference between MP segments, market functions and protocols Identified gaps in “samples of training curriculum” and projected needs Developed preliminary curriculum and module listings

March 28, 2006 – Page 8Nodal Training Status – DRAFT Proposed list of courses

March 28, 2006 – Page 9Nodal Training Status – DRAFT Formats utilized to deliver training content Delivery methods –Face-to-Face –Web-based training Webcast PowerPoint+ (audio, self-study exercises) Online tools (Job Aids, Guick Guides) Self-Study Train the trainer approach –Explore the need –Determine associated costs

March 28, 2006 – Page 10Nodal Training Status – DRAFT Draft Recommendations – High Level Schedule Preparatory Training Q Q Q Q Q Q Q Q Q Q Q Q Process Training (Start dependent on definition of Processes) Design/Development F2F Delivery Online Tools Webcasts Design/Development Online Tools Webcasts F2F Delivery

March 28, 2006 – Page 11Nodal Training Status – DRAFT Lessons Learned – Other ISOs Align Training goals with Nodal Project plan and business objectives Tailor training to Market Roles Manage vendor system training (consistency) Capture feedback from high-level courses Provide business-process focused training Establish SME instructor pool Implement web-based training early (maintenance) Training will evolve over time

March 28, 2006 – Page 12Nodal Training Status – DRAFT Knowledge transfer - Exams High Level Business Process Courses –Training effectiveness Task Level Business Process Courses –Pre-Test to validate understanding of concepts –Pass or Fail

March 28, 2006 – Page 13Nodal Training Status – DRAFT LMS Design Individual, company, and market level –Individuals name –Unique identifier –Company (DUNs number) –Market function (based on DUNs number) –Job function –Mandatory courses –Courses taken –Course scores Reports?

March 28, 2006 – Page 14Nodal Training Status – DRAFT Decisions needed from TPTF Transition Plan language –“Sample” of courses versus “list” of courses –Mandatory and recommended courses (eliminate “highly recommended”) Learning Management System –Input screens –Summary reports

March 28, 2006 – Page 15Nodal Training Status – DRAFT 12/15/05 Questions? NODAL Education