Compass Upgrade Training Overview

Compass Upgrade Training “ The most efficient training is in a computer classroom where you have hands on doing the procedures with a presenter so you are away from your work desk and can concentrate without distractions. The timing of the training is very important so you can go back to your office and start working on the procedures taught within the next few days to reinforce what has been taught. “ Compass Upgrade Training

TRAINING Will I have a classroom instructor? When does training start? Does everyone get the same amount of training? TRAINING When does training start? Who delivers the training? Can I see the Compass system before Go Live? Is training mandatory? What type of training will be available?

Coming Soon The training plan is under construction while the design teams map out the business processes to align with the upgraded Compass system. The amount and type of training developed will be based upon the greatest degree of change in either business process or Compass features and functionality. The greater the change…the more training available. In general, the topics or areas with the highest degree of change will be supported with classroom training. If the change is minimal, for instance an updated screen interface, training will most likely be in the form of a job aid or an OnDemand “How To” modules (self-paced web training). The following slides give you a sense of the training philosophy as well as a view into the high touch and low touch training options that will be integrated into the final training plan.

Training Objectives ENSURE STAKEHOLDERS ADOPT THE NEW PROCESSES & FUNCTIONALITY Ensure participants attend and actively participate in training demonstrations and exercises. Capture feedback to foster continuous improvement Ensure training is not a one time occurrence, but there is ongoing training to maintain new skills, processes, and procedures DELIVER ROI [Return On Investment] TO LEARNERS Make training relevant, timely, and flexible to meet the needs of diverse divisions Training should educate users on the rationale for the change and key impacts to the business (avoid “point and click” training) to support adoption and ownership The training should incorporate hands-on, real-world scenarios to create a dynamic, impactful training experience CREATE A CONSISTENT, QUALITY LEARNER EXPERIENCE Develop a programmatic trainer certification program to ensure consistency, quality, and flexibility to allow trainers to tailor curriculum to meet the needs of their user communities ENSURE CONFIDENCE, COMPETENCY & PROFICIENCY Training should be in-person as much as possible Reach different audiences and learning styles by providing a mix of learning vehicles Currently the Finance Division follows these training methodologies and best practices.

Guiding Principles & Best Practices The following principles will be used to guide training efforts at Emory. The objective is to create a training strategy that increases competence, reduces risk, and maintains a cohesive, consistent effort while supporting individual divisional needs. Create a positive learning experience that transcends beyond the classroom. Maintain consistency with room for flexibility to meet diverse needs. Ensure specialized groups are trained adequately (support, UAT participants) Minimize business disruption and maximize relevance. Focus on what is the same and what is changing. Ensure business processes are fully baked and trained first. Use relevant real-world scenarios to support effective learning. Use a variety of training methods to support adult learning principles. Use the peer network to increase sense of ownership. Make training continuous. Allocate adequate time for creation of training & support materials

Training Strategy & Approach Managed & tracked by Emory’s Learning Management System Train-the-Trainer Approach Go-Live Desk-side Support & Outbound call center Leverage Advisory Council to localize training content (customize scenarios) Quick Reference Cards On-Demand “How-To” Modules (self-paced web training) End User The Training will incorporate a modular, blended training approach (face-to-face, webinars, and videos) to support various adult learning principles. Our goal is to ensure maximum knowledge retention to ensure Emory teams are confident and proficient when using the upgraded Compass application Virtual Instructor-led Training (webinars) Pre-Learning (interactive labs) Instructor-led Training (classroom training) High-Touch Low-Touch

Sample Learning Path: Get Productive Get a Boost Get Ready Get Oriented Get Productive Get a Boost Get Ready Participate in interactive labs Visit Compass upgrade project portal, enroll in prerequisite webinars and eLearning modules Take pre-requisite courses Attend Required Classroom Training Leverage On-Site Instructors Leverage On-Site Instructors during Launch View On Demand “How To” eLearning videos View recorded webinars Attend productivity workshops and brown bags Leverage Compass Upgrade job aids Outbound call center to reach out to users as a customer service View On Demand “How To” eLearning videos Receive regular Tips and Tricks via email ListServ Continuous internal bus unit focus groups to share knowledge The activities in your individual learning path are largely determined by your role and responsibilities within the Compass system. May 2015-July 2016 August 2016 – January 2017 Ongoing

Training Activities- High Level Description Note: Participation in the listed activities is determined by your role in the Compass Upgrade and/or your job at Emory. You are unlikely to be involved in all of the activities listed. Activity Purpose Who Receives Business process Assessment Train users on new business processes well before go-live and try to implement business processes prior to upgrade Determine what business process training will be necessary All Skill gap assessment Determine what roles should require specific Compass training Determine what skill gaps exist and determine plan for remediation (require training, test out) Training Course Map Once scope is solidified, determine what training courses need to be developed (i.e., new courses vs deltas and most appropriate delivery method) and for what role Determine Training Logistics Plan with dates, locations, timeframes Design Previews This is the opportunity for all users to see the application prior to training and Go Live. Interactive Labs The Project Team will not be presenting and the tool will not be completed, but this is the opportunity for users to gain hands-on access to the application prior to UAT and training User Acceptance Testing Training Walkthrough and test key pieces of functionality and configuration Training users to be effective and efficient testers Power Users Other Users

Training Activities- High Level Description Note: Participation in the listed activities is determined by your role in the Compass Upgrade and/or your job at Emory. You are unlikely to be involved in all of the activities listed. Activity Purpose Audience Train the Trainer Certification Sessions Training the Facilitators in preparation for the Live Training Sessions Advisory Team and Instructors Live Training Live Training on the New Systems, Processes, and Procedures All Inbound & Outbound Call Center Call Center set-up for inbound help and outbound high-touch assistance Desk Side Support Resources Deploy training resources and SMEs at key locations across campus to provide real-time support On Demand “How-To” Modules Build Short, online training vignettes of main functions and updates. The vignettes follow the adult learning cycle of Show Me, Try Me, and Test Me Ongoing Training Training post the initial live training. Trainers will help determine who may need additional training and will also assist with new employee onboarding. As Needed

Leverage High & Low Touch Training We will use a combination of high and low touch training methods to increase the effectiveness of learning. The Compass upgrade training curriculum will be configured to meet the learning objectives with a focus on utilizing relevant high-touch, “hands-on” business scenarios to help create a dynamic, impactful training experience. The training will incorporate a modular, blended training approach (face-to-face, webinars, and videos) to support various adult learning principles. Our goal is to ensure maximum knowledge retention to ensure the Emory community is confident and proficient when using the Compass application. A trainer certification program will be designed to ensure consistency, quality, and support localization of training content High Touch Training Methods Face-to-face training Interactive Labs Outbound Call Center Desk Side Support Low Touch Training Methods Website/Portal On-Demand “How to” Modules Webinars Job Aids

All of The Answers Are Coming Soon! Can I see the Compass system before Go Live? When does training start? Is training mandatory? Who delivers the training? All of The Answers Are Coming Soon! Stay Tuned Will I have a classroom instructor? What type of training will be available? Does everyone get the same amount of training?