1. Communications AND TRAINING PLAN FOR [project]
[date]
This template provides an outline structure and suggestions for information to be included in each section.
To be customized as appropriate for each project/solution
Additional guidance is provided in red text within the slides

2. Content Introduction (Objectives, Scope, and Assumptions) Audiences
Approach
Plan
Roles and Responsibilities

3. 1. Objectives, Scope, and Assumptions
Plan and deliver communications and training for xxx stakeholders for <<name of project and releases>>
Achieve shared understanding of the activities, roles and responsibilities for <<project>> communications and training
Summary of <<project and releases>>
Release
Date
Summary
Or include two short lists covering “in scope” and “out of scope”
Assumptions
<<e.g. A key user network will be established for <<project>>>>
<<e.g. Key users will undertake testing and will provide support to users>>

4. 2. Audiences
Audiences for <<project>> Communications and Training
The stakeholders identified in the stakeholder analysis are grouped into x audiences based on role and level of information needed. For example:
<<Audience 1>>: Board-level, program, and project sponsorship
<<Audience 2>>: Project-impacted users
<<Audience 3>>: Those with a broader interest need for awareness
<<Audience 1>>
<<list the roles included>>
<<Audience 2>>
<<list the roles included>>
<<Audience 3>>
<<list the roles included>>

5. Customize the principles based on project need
3. Approach
Customize the principles based on project need
Principles
Communications and training activities to support <<project>> will be:
Pragmatic, using existing vehicles wherever possible
Managed and delivered using the <<project>> common mailbox
Delivered by the Process Owner, Key Users and Project Team (as agreed upon)
Communications will focus on providing high-level orientation information
Training will provide more detailed ‘how to’ guidance

6. 3. Approach Communications Approach Training Approach For release x
<<bullets to summarize the proposed/agreed-upon approach>>
Training Approach
For release x:

7. Objective / Key Messages Business Change Support
Audiences to be updated for each project
4. Summary communicationsand Training Plan for <<project and release>> #
Comms/ Training Event
Status
Delivery
Date
Objective / Key Messages
Audience
Owner
Business Change Support A B C
Date-Month-Quarter 1
User Update
Done
Confirm plans for training for 2.0 and 2.1
Confirm high-level content of releases 2.1 and 3.0
Planned outage on 11th Dec x
Project Lead/ Process Owner
TBC 2
Invitation to Open Session
Confirm detailed scope posted in teamroom
Explain go-live date change from 14th to 16th Dec 3
User Open Session
ATandT
Walkthrough how to sort/filter
Opportunity for user questions 4
Newsletter Update
Planned
Newsletter
Provide a summary update on project for general audience 5
Outage reminder
Reminder of planned outage, [date] 6
Go-live Notice (2.1)
Confirm go-live as planned
Provide support etc info
Reminder of training dates 7
Training Invite (2.0 and 2.1)
Lotus Notes Invitation
invitations for each session
Include objectives, structure of session
Process Owner/ Denise 8
Training Reminder
Reminder/ arrangements
Link to materials 9
Training Sessions
Walkthrough role-based scenarios
Including hands-on practice 10
Training Survey and Feedback
Intranet survey via
Obtain participant feedback to improve training and understand additional needs

8. 5. Communications and Training Roles and Responsibilities
Summary of responsibilities directly related to <<project>>
5. Communications and Training Roles and Responsibilities
Project Manager: <<enter name>> and Business Process Owner: <<enter name>>
Provide key information for inclusion in communicationsand training
(Develop and?) deliver planned communications and training activities
IT Project Manager: <<enter name>>
Provide IT-related key information for inclusion in communications and training e.g. Confirmation of agreed –upon IT requirements, delivery plan/dates etc..
Development Lead/SME: <<enter name>>
Provide SME/Technical input to communications and training materials
Business Change Management : <<enter name(s)>>
Develop the approach and plans for <<project>> communications and training
Support the Process Owner in the initial development delivery of communications and training
Conduct handover to Process Owner
Key User (Names/tbc)
Cascade appropriate communications into their business
Act as user representative e.g. For testing

9. Add actions with owners and due dates
6. Next Steps/Actions
Add actions with owners and due dates
Ref
Activity
Owner
Due Date
Notes