1. 1 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Liane Davis Ellucian April 15, 2015 Session ID 11991 Checklist for Creating a Training Plan

2. 2 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Disclaimer The materials and plans presented here reflect Ellucian’s expectations and are subject to revision based on future events or circumstances.

3. 3 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Introduction Goal –To discuss the requisite components of an effective, efficient training plan

4. 4 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Introduction Objectives After completing this session you will be able to –list and describe the important questions that need to be addressed in a training plan –provide examples of training plan components

5. 5 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Definitions ef-fec-tive adj 1.Producing a decisive or desired effect 2. Impressive striking 3. Ready for service or action* ef-fi-cient adj 1. The immediate agent in producing an effect 2. Productive of desired effects* (i.e., without waste) Doing the right things, the right way! *Source: www.merriam-webster.com/dictionary

6. 6 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 1 What to do FIRST 2 Before Planning Training 3 What goes into a Training Plan? 4 When to make the Schedule 5 Preparation – Delivery - Assessment Agenda

7. 7 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 So, You’re in Charge of Training! What to do FIRST when planning for Training.

8. 8 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 First Things First WHY?? –Use new system? –Use old system more efficiently? –Cross-train employees? –Sounds like a good idea? –Get everyone on the same page? –New hires? –Prepare for future turnover?

9. 9 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991

10. 10 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Understanding WHY

11. 11 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Ellucian Resource(s) Ellucian Strategic Management Consulting Business Process Analysis Education Services Training Needs Assessment

12. 12 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Before Making a Training Plan What do you mean, don’t start making a training schedule yet?

13. 13 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Obtain Buy-in Corporate or Management Sponsor Create a Business Case Get Support for Identified Goals Find out/Create a Budget

14. 14 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 What? GoalObjectivesContent Goal: To understand the preliminary budget planning process After completing training, you will be able to: Inventory

15. 15 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Who? Role A functional area in an organization that carries out processes or tasks Examples of Roles from a Business Process Model

16. 16 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Who & What & Why = Training Needs Assessment Example Who = Role or Target Group # of trainees What & Why = Desired Behavior/Skill

17. 17 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Ellucian Resources Education Services Training Needs Assessment Education Services Custom Instructional Consulting

18. 18 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 What Goes into a Training Plan? What do I need to make one?

19. 19 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991

20. 20 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Training Implementation Roadmap Conduct Needs Assessment Design/develop courses/materials Select/Prepare Instructors Deliver training Evaluate training Select/Register Trainees Create Training Plan Create Training Schedule 20

21. 21 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Group Tasks/Objectives Groupings that make sense –Role –Function Existing training? Who needs to learn this? Any limitations?

22. 22 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Sample Role-based Curriculum by Role

23. 23 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Sample Role-based Curriculum by Task

24. 24 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Determine Timing Dependencies –How far in advance of “go live” –Before or after other training –Time to practice vs. Time to forget Redundancy –How many classes? –Repeated?

25. 25 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Determine Methodology What exists? Online or Virtual? In classroom? Asynchronous or Instructor-led? Technology/Facility Lab/Test bed?

26. 26 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Identify Resources Existing Training Existing Documentation Existing Experts

27. 27 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Sample Training Plan

28. 28 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Training Plan Includes –Course and lesson names –Delivery method –List of resources –Target Audience Course Catalog Excel allows sorting by columns

29. 29 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Ellucian Resources Education Services Instructional Consulting Education Services Training Catalog –Instructor-led training –eLearning Library Custom training

30. 30 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991

31. 31 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Scheduling Training Isn’t that the same thing as making a Training Plan?

32. 32 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Time Frame How long does each class take? What order? Dependencies? Facility availability? When should last/most important training take place?

33. 33 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Delivery How long does each class take? Concurrent vs consecutive? Facility dependency? Institution scheduling dependency?

34. 34 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Development Course materials –Presentation –Printed/Electronic documents Create or curate? Who is doing this? When?

35. 35 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Registration Course Catalog creation Publication Registering trainees

36. 36 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991

37. 37 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Preparation Instructors Facility

38. 38 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991

39. 39 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Ellucian Resources Instructional Consultant Education Services Training Catalog –Instructor-led Training –eLearning Library Custom materials development Custom course development

40. 40 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Training Delivery FINALLY! We’re done now, right?

41. 41 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Assess Training Effectiveness Oh.

42. 42 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 What worked? Did they like it? Were the instructors knowledgeable enough? Was the written material adequate? Facility? Enough prep time?

43. 43 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 What didn’t work? Technical issues? Attendance issues? Materials issues? Instructor issues? Facility issues?

44. 44 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Evaluate Training Effective –Can trainees do their jobs? –Were training goals met? Efficient –Did the return support the time and funds invested? –Could it have been easier another way?

45. 45 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Repeat Use results to guide next steps Start again with Needs Analysis

46. 46 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Ellucian Resources Strategic Management Consulting Instructional Consulting eLearning Library Assessments –Standard –Custom

47. 47 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Summary

48. 48 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Summary Start with WHY Determine the tasks and objectives Make a plan to guide you Build a schedule based on the plan Prepare Deliver Assess Repeat

49. 49 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Questions & Answers

50. 50 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | 11991 Thank you! Liane Davis Liane.Davis@ellucian.com Twitter: @LianeDavisWork LinkedIn: www.linkedin.com/in/davisliane/en Please complete the online session evaluation form. Session ID 11991