1. Compass Upgrade
Training Overview

2. 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

3. 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?

4. 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.

5. 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.

6. 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

7. 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

8. 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 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

9. 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

10. 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

11. 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

12. 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?