1. How do you eat an elephant? Janet May April 21, 2010

2. Introductions Name Current position Next BIG project My question about tackling a BIG training project is...

3. BIG project questions Where to begin? How to keep on track – control scope creep? How to identify and manage multiple stakeholders? How to measure result?

4. Session objective What do I want participants to know and be able to do when they complete the training? How will I know they know/can perform?

5. Tips for approaching big training projects Who?  Is requesting the project What?  Are they requesting? Why?  Are they requesting the project? How?  Will the project be developed? When?  Do they expect the project to be developed/delivered? Where?  Will the training be developed, be delivered?

6. Examples Tektronix Training and Certification Checklists (92-93) Cisco Systems Manufacturing Training Checklist Project (98-01) Community Bank Technology Training Needs Analysis (98) Cisco Systems Project Alignment for Instructional Design (PAID) Project (03-05)

7. Tektronix Training and Certification Checklists Position Descriptions Training Outline/Certification Checklist Examples ISO Impact Training – Manager Tasks and Trainer Tasks ISO Impact Training Evaluations were built into the Training Certification Checklists

8. Cisco Systems Manufacturing Training Checksheet Project Training Checksheet Development Proposal Training Program and Checksheet Development Process – Products, Consultant Roles, Production Roles Training Program and Checksheet Development Process Checksheet Training Target Date Summary XXXX Cell Training Checksheet Overview XXXX Cell Web Page Draft XXXX Training Checksheet Example Examples Note: Checksheets include key words because of cultural and language differences.

9. Other Cisco Project Examples Production Cell Train the Trainer Project Instructor Prep Checklist Manufacturing Training Train the Trainer Workshop Manufacturing Training Train the Trainer Workshop Web Training Project Proposal MA New Hire Roadmap

10. Community Bank Technology Training Needs Assessment Presentation to Consumer Banking Group – Results (12 Branches, 15 Groups = 241 people) Presentation to Consumer Banking Group Technology Curriculum Guide

11. Cisco Systems Project Alignment for Instructional Design (PAID) Project Cisco PAID Project  ILSG’s model – Analysis, Plan, Design, Develop, Produce, Release, Evaluate  PAID End to End Milestone Process Flow Resource Center Asset List – Job Aids, Best Practices, Masters Resource Center Asset List PAID Lifecycle Checklist Master Business Unit Engagement Process Flow

12. Who? Management to “own” project Subject matter experts Employees to provide input/review/pilot training

13. What? Deliverables:  Format: - Classroom, One-on-one, E-learning  Documentation?  On-line training?  Classroom instruction?  Group? Self-paced? Existing materials/documentation to use Interaction by trainees Assessment of trainee progress Process for updates?

14. Why? Business reasons for training development  Increase productivity/quality  External pressure for certification  Return on investment (e.g. technology)  Process improvement  Change management  Communication

15. How? How do stakeholders envision accomplishment of project?  Personnel to provide information?  Review process?  Include pilots of beta versions?  Identify existing resources – documentation, training? Plan for training development phases – how will you know when the project is finished? Identify “small” project for early “win” and leverage success for expansion Planning for ongoing communication and touch points is essential

16. When? Establish ongoing communication with all stakeholders to determine target dates and timeline Be aware of “scope creep” Identify any external reasons for target dates and timeline Timeline for training assessment? When change is an issue, approach the project in phases  1 st phase – What is stable?  2 nd phase – What is expected to change in the next 6 months?  Etc.

17. Where? Classroom – on-site or off-site On the job – group or one-on-one at work station Virtual – online, self-paced written materials

18. Proposal parts Analyze / Plan Design / Develop Produce / Deliver / Release Evaluate / Maintain / Update / Revise

19. Proposal examples Cisco Project Proposals  ATP-LT Training Proposal ATP-LT Training Proposal  GLDI Training Proposal GLDI Training Proposal  GLDI Training Project Plan GLDI Training Project Plan  Master Scheduler Roadmap Proposal Master Scheduler Roadmap Proposal  Oracle GUI Nav Proposal Oracle GUI Nav Proposal Humphreys College Law Student Survey Proposal Cowlitz Bank  Loan Processing Job Aid Proposal Loan Processing Job Aid Proposal  Project Features and Benefits Project Features and Benefits Clark College  Curriculum Revision Proposal Curriculum Revision Proposal  Deliverables Summary Deliverables Summary

20. Lessons learned Identify tools to use to organize training development progress Break large development projects into phases Use checklists in training and development process Keep track of time required to develop each phase of training Leverage prior work

21. Tips for future projects Communication with stakeholders is essential Use email effectively – not a substitute for face-to-face communication Explore new technology tools – evaluate appropriateness for specific training project

22. Questions and answers What questions do you have about tackling BIG training projects? Thank you for sharing your concerns and ideas!