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High-Level Plan for Creating Training Course

By Derrick Warren,2014-12-14 12:34
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High-Level Plan for Creating Training Course

ProjectConnections.com Template High-Level Training Plan and Work Breakdown

    The Guideline and Template Content Starts on the Following Page

    What This Is

    Template for creating a plan for developing a training course, focusing on how to define customer-focused

    high-level requirements for the course and how to define a thorough work breakdown structure for developing it.

    This template can be used for planning a course that must be developed as part of creating any kind of new product or service. Or it can be used for a course that is being developed as an educational offering on its own.

Why It’s Useful

    Creating training is a project. The training course must meet certain goals (requirements) for the customer; it must be designed well; it must be completed on time and within budget. If the course is part of launching a new product or service or business process (or if training is one deliverable for any type of project), the training course will be a critical part of whether the entire project is successful. If the product

    is launched but the sales people don't understand how to sell it, or customer support doesn't know how to service it, it won't mean much that the product or service got out the door!

How to Use It

    Use this template and the included work breakdown structure (WBS) guidelines during the investigation and planning stage of your project.

Section 1: Training Project Vision on the next page provides an example of defining customer-focused

    requirements. (This is based on our ProjectConnections.com Project Vision template). The example Vision is for a project management software company designing a training course to help people understand the concepts of project planning, and how to use their tool to do effective project planning.

Section 2: Development Timeline and Estimates, Training Course Development provides information

    on typical tasks for developing a work breakdown and task estimates for developing a training course.

    The Guideline and Template Content Starts on the Following Page

    Copyright 2006-2007 Emprend Inc./ ProjectConnections.com. Permission for Members’ use on their projects. Page 1 See our Terms of Service for information on PMO/group use and corporate subscriptions.

    ProjectConnections.com Template High-Level Training Plan and Work Breakdown

    High-Level Training Plan and WBS Template with Example Content

    Note: This template is filled out with example detail from a typical project where training courses must be

    created to offer to customers of a new project management tool and related services.

Section 1: Example Training Course Project Vision

    Project Vision for New Training Course

    Project Definition: Create training offerings that will complement the sale of our tools and services. These training offerings will ensure clients get up to speed quickly with our project management tool, that clients and potential clients understand the concepts of effective project planning, and that clients understand how to use our tool for planning their projects.

    1. Stated goal:

    Create a course that explains the concept of project planning, its importance to project success, its

    main tenets and techniques, and how it fits with the normal stages of a project. Relate these concepts

    to how our software is used to enhance planning of projects.

    NOTE: We will fill in more detail in this charter in the Requirements Meeting: it is very important to

    identify the different segments of the audience and what the training needs to provide them.

    2. Customers for this training, benefits they need, key “features” to deliver the benefit.

    Customer Benefits to that Customer Key features of the training

    Individual Most important benefit for them is Training should cover use cases for these

    project knowing how best to use the tool PMs making typical project and portfolio

    managers using in their daily situation to get tradeoffs.

    the tool for valuable project insights as fast as Course should involve hands on use of the

    project planning possible. (The tool is complex, tool in at least 2 tradeoff scenarios.

    and risk can be used very creatively, which Requires creation of canned project plans

    assessment can overwhelm the users) for them to manipulate.

    NOTE: This case could be also be included

    as online tutorial bundled with the software.

    Their managers These users have less hands-on Section of training that covers report

    who see copies with the user interface; they care output and analysis approaches from their

    of the output to more about knowing how to use perspective and the project managers'

    understand the report output and use it to help perspective.

    where project the PMs make the appropriate NOTE: make this section modular so it can

    issues lie tradeoff decisions for their be offered fairly standalone to Exec level.

    projects.

    Consulting Develop fast confidence in and They will need both sections above;

    partners capability for how to apply our tool Also a section showing cases of how it's

    to their particular customer applied in different industries and how to

    situations. customize for those environments.

    Internal support Prepare our customer support They need to receive the user training

    personnel people to be able to help users Plus they need a special module on

    over the phone or web conference supporting customers: typical roadblocks

    customers will hit, how to address, how to

    deal with difficult customers.

    Continued on next page

Copyright 2006-2007 Emprend Inc./ ProjectConnections.com. Permission for Members’ use on their projects. Page 2 See our Terms of Service for information on PMO/group use and corporate subscriptions.

    ProjectConnections.com Template High-Level Training Plan and Work Breakdown

    Project Vision for New Training Course

    3. Other key factors for the training course design:

    ; Use of user manual: Make the user manual one item they need to use during the courses, so

    that they get familiar with finding answers in the manual

    ; Use of online help: Build in exercise where they have to access online help to determine how to

    do a certain operation or interpret a certain report.

    ; Tools: Course slides will be created in MS PowerPoint. Any handouts will be created in MS

    Word.

    ; Configuration control and dissemination: Training course modules will be stored in a

    designated "master" directory and owned by ______________. Instructors/partners/consultants

    needing to access the materials will do so from a "distribution" directory that contains the latest

    released version of the training materials.

    ; Feedback system: We should put in place a feedback mechanism that gives instructors an easy

    way to make comments on the material and suggestions for improvement. For instance, we know

    from past more ad hoc training delivery on the software, we've had to adjust the exercises to fit

    the industry and corporate environment. We want instructors to have a way to give such

    feedback.

    4. Project Time and $$ Parameters:

    ; Deadline: Courses must be ready for delivery to customers by _____________.

    ; Tradeoffs: If time issue arises, the management-oriented course should be completed first, since

    those people are our buyers, we are planning to provide consulting support for early tools use by

    the individuals, and want main goal of the early use to get the execs hooked on the insights they

    get from the tools output.

    ; Pilot: We recommend running pilot courses with friendly users and potential partners.

    ; Resource assumptions: Course details will be developed [in house, out of house]. Same for

    artwork, slides, templates, etc.

    ; Budget: For design of materials (including art, slide template design, handout masters layout,

    etc.)

    ; Target cost for course materials duplication: Not to exceed $____ per student

    Summary Table: Training Components from Above Analysis

    ; Project planning introduction: philosophy, benefits, etc.

    ; Use case modules: project and portfolio tradeoff analysis

    ; Use case modules: report interpretation and analysis

    ; Canned project models for analysis in class exercises

    ; Industry specific applications/ customization

    ; Customer support module

    Copyright 2006-2007 Emprend Inc./ ProjectConnections.com. Permission for Members’ use on their projects. Page 3 See our Terms of Service for information on PMO/group use and corporate subscriptions.

    ProjectConnections.com Template High-Level Training Plan and Work Breakdown

    Section 2: Development Timeline and Estimates: Training Course Development Task Breakdown:

    Phase 1: Requirements Definition and High level design:

    Hold requirements meeting Hold requirements meeting to define the Project

    Vision and detailed requirements

    Define segments What are the segments of users (e.g.

    executive/management vs. technical personnel)?

    How are they instructed to use it? What is the

    sequence of things they do and how they begin using

    it on their projects?

    Define audiences and objectives Define course audiences and learning objectives for

    each.

    Define needed formats Need for different course formats, e.g. 4-hour course;

    1-day or 2-day; 1-2 hour presentation session on

    Project Planning?

    Define different course purposes E.g. define whether we need training of users vs. use

    in hotel seminars to expose prospective clients to the

    tool in more of a marketing fashion-- don't teach all

    the detail, concentrate on answers generated - very

    akin to the level you'd teach executives who are just

    going to use and interpret results. These formats

    might correlate to different levels of training material,

    different training focus (e.g. using the tool vs.

    interpreting results at a management level) and

    different lengths for different segments of your

    audience.

    Define need for offline vs. online versions Need for online version of the courseswho would

    use an online version of the course? Would it also be

    valuable as follow-up reference after a classroom

    course?

    Identify overlap with other materials Discuss how the training content overlaps with other

    user support materials being created.

    Define deployment method Discuss deployment method so we can plan ahead

    for those activities. E.g., are we going to ask some

    early customers to participate in a pilot?

    Scope implementation of requirements Do rough scoping of effort required to implement.

    Review, update, approve requirements Decide requirements based on management

    decisions about effort and budget required.

    Identify Remainder of Team Based on requirements decisions, identify remaining

    team members for needed development.

Copyright 2006-2007 Emprend Inc./ ProjectConnections.com. Permission for Members’ use on their projects. Page 4 See our Terms of Service for information on PMO/group use and corporate subscriptions.

    ProjectConnections.com Template High-Level Training Plan and Work Breakdown

Section 2: Development Timeline and Estimates: Training Course Development (continued)

Phase 2: Development

    Create draft course materials Create full draft of course material matching agreed-

    upon outlines. Including exercise and handout detail

    Create outline for train-the-trainer materials Define outlines for any additional train-the-trainer

    materials.

    Review course materials Review and identify necessary changes to draft

    course materials and train-the-trainer outline.

    Update course material Complete/polish course material (slides and

    handouts).

Phase 3: Final Production and Deployment

    Create pilot teaching package Prepare to teach the course in pilot mode to test the

    materials with typical customers.

    Pilot Deliver course to friendly customers, customer

    support personnel, etc. to test it.

    Review pilot results Review results and update course from issues

    discovered in this course.

    Create full train-the-trainer materials Create train-the-trainer materials if needed.

    Final edits Any final tweaks before production of larger course

    handout materials and scheduling of courses for

    paying customers.

    Release Put materials under production-level change control

Copyright 2006-2007 Emprend Inc./ ProjectConnections.com. Permission for Members’ use on their projects. Page 5 See our Terms of Service for information on PMO/group use and corporate subscriptions.

ProjectConnections.com Template High-Level Training Plan and Work Breakdown

Estimating Tasks in the Training Creation Timeline

Estimating the Creation of Base Course Materials:

    ; Use rules-of-thumb to estimate the work hours required for course creation.

    ; Typical rule of thumb for instructor-led training: anywhere from 15-40 hours of development work per

    1 hour of course time. Where the estimate falls in that range depends upon

    o amount of original exercise creation,

    o the course development experience of the creator;

    o and subject matter/tool expertise of the creator.

    ; Example: For the project that formed the basis of the example in this template, the contributor had

    estimated 132 hours of course creation work for a one-day (8 hour) course with one long case study

    exercise.

Estimating Creation of Train-the-Trainer materials:

    ; This refers to courses that need to be deliverable by multiple people (such as the need to have

    regional training available for clients) who all need to get up-to-speed quickly and teach the course as

    intended by the creator.

    ; It requires the creation of instructional materials that lead the new trainer through the course material

    to:

    o Explain the objectives of each section;

    o Tell them what kinds of questions to ask to stimulate discussion;

    o Provide lists of typical questions or issues students might bring up and how to answer them. ; Typical rule of thumb: 1-2 days of train the trainer material creation per 1 hour of course material

    (includes initial writing, review, updates).

Copyright 2006-2007 Emprend Inc./ ProjectConnections.com. Permission for Members’ use on their projects. Page 6 See our Terms of Service for information on PMO/group use and corporate subscriptions.

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